Merge pull request #2029 from abfeb8/main

feat: add Microsoft Entra ID integration

.env-template

@@ -6,4 +6,17 @@ VITE_API_STREAMING=true
 OPENAI_API_BASE=
 OPENAI_API_VERSION=
 AZURE_DEPLOYMENT_NAME=
-AZURE_EMBEDDINGS_DEPLOYMENT_NAME=
+AZURE_EMBEDDINGS_DEPLOYMENT_NAME=
+
+#Azure AD Application (client) ID
+MICROSOFT_CLIENT_ID=your-azure-ad-client-id
+#Azure AD Application client secret
+MICROSOFT_CLIENT_SECRET=your-azure-ad-client-secret
+#Azure AD Tenant ID (or 'common' for multi-tenant)
+MICROSOFT_TENANT_ID=your-azure-ad-tenant-id
+#If you are using a Microsoft Entra ID tenant,
+#configure the AUTHORITY variable as
+#"https://login.microsoftonline.com/TENANT_GUID"
+#or "https://login.microsoftonline.com/contoso.onmicrosoft.com".
+#Alternatively, use "https://login.microsoftonline.com/common" for multi-tenant app.
+MICROSOFT_AUTHORITY=https://{tenentId}.ciamlogin.com/{tenentId}

.github/workflows/pytest.yml

@@ -16,15 +16,15 @@ jobs:
       - name: Install dependencies
         run: |
           python -m pip install --upgrade pip
-          pip install pytest pytest-cov
           cd application
           if [ -f requirements.txt ]; then pip install -r requirements.txt; fi
+          cd ../tests
+          if [ -f requirements.txt ]; then pip install -r requirements.txt; fi
       - name: Test with pytest and generate coverage report
         run: |
-          python -m pytest --cov=application --cov-report=xml
+          python -m pytest --cov=application --cov-report=xml --cov-report=term-missing
       - name: Upload coverage reports to Codecov
         if: github.event_name == 'pull_request' && matrix.python-version == '3.12'
         uses: codecov/codecov-action@v5
         env:
           CODECOV_TOKEN: ${{ secrets.CODECOV_TOKEN }}
-

HACKTOBERFEST.md

@@ -35,4 +35,4 @@ Non-Code Contributions:
   
 Thank you very much for considering contributing to DocsGPT during Hacktoberfest! 🙏 Your contributions (not just simple typos) could earn you a stylish new t-shirt.
 
-We will publish a t-shirt desing later into the October.
+We will publish a t-shirt design later into the October.

README.md

@@ -17,7 +17,7 @@
   <a href="https://github.com/arc53/DocsGPT/blob/main/LICENSE">![link to license file](https://img.shields.io/github/license/arc53/docsgpt)</a>
   <a href="https://www.bestpractices.dev/projects/9907"><img src="https://www.bestpractices.dev/projects/9907/badge"></a>
   <a href="https://discord.gg/n5BX8dh8rU">![link to discord](https://img.shields.io/discord/1070046503302877216)</a>
-  <a href="https://twitter.com/docsgptai">![X (formerly Twitter) URL](https://img.shields.io/twitter/follow/docsgptai)</a>
+  <a href="https://x.com/docsgptai">![X (formerly Twitter) URL](https://img.shields.io/twitter/follow/docsgptai)</a>
 
 <a href="https://docs.docsgpt.cloud/quickstart">⚡️ Quickstart</a> • <a href="https://app.docsgpt.cloud/">☁️ Cloud Version</a> • <a href="https://discord.gg/n5BX8dh8rU">💬 Discord</a>
 <br>
@@ -67,8 +67,8 @@
 - [x] Json Responses (August 2025)
 - [x] MCP support (August 2025)
 - [x] Google Drive integration (September 2025)
-- [ ] Add OAuth 2.0 authentication for MCP (September 2025)
-- [ ] Sharepoint integration (October 2025)
+- [x] Add OAuth 2.0 authentication for MCP (September 2025)
+- [ ] SharePoint integration (October 2025)
 - [ ] Deep Agents (October 2025)
 - [ ] Agent scheduling
 
@@ -118,7 +118,7 @@ A more detailed [Quickstart](https://docs.docsgpt.cloud/quickstart) is available
    PowerShell -ExecutionPolicy Bypass -File .\setup.ps1
    ```
 
-Either script will guide you through setting up DocsGPT. Four options available: using the public API, running locally, connecting to a local inference engine, or using a cloud API provider. Scripts will automatically configure your `.env` file and handle necessary downloads and installations based on your chosen option.
+Either script will guide you through setting up DocsGPT. Five options available: using the public API, running locally, connecting to a local inference engine, using a cloud API provider, or build the docker image locally. Scripts will automatically configure your `.env` file and handle necessary downloads and installations based on your chosen option.
 
 **Navigate to http://localhost:5173/**
 

application/agents/base.py

@@ -30,6 +30,10 @@ class BaseAgent(ABC):
         decoded_token: Optional[Dict] = None,
         attachments: Optional[List[Dict]] = None,
         json_schema: Optional[Dict] = None,
+        limited_token_mode: Optional[bool] = False,
+        token_limit: Optional[int] = settings.DEFAULT_AGENT_LIMITS["token_limit"],
+        limited_request_mode: Optional[bool] = False,
+        request_limit: Optional[int] = settings.DEFAULT_AGENT_LIMITS["request_limit"],
     ):
         self.endpoint = endpoint
         self.llm_name = llm_name
@@ -38,7 +42,7 @@ class BaseAgent(ABC):
         self.user_api_key = user_api_key
         self.prompt = prompt
         self.decoded_token = decoded_token or {}
-        self.user: str = decoded_token.get("sub")
+        self.user: str = self.decoded_token.get("sub")
         self.tool_config: Dict = {}
         self.tools: List[Dict] = []
         self.tool_calls: List[Dict] = []
@@ -54,6 +58,10 @@ class BaseAgent(ABC):
         )
         self.attachments = attachments or []
         self.json_schema = json_schema
+        self.limited_token_mode = limited_token_mode
+        self.token_limit = token_limit
+        self.limited_request_mode = limited_request_mode
+        self.request_limit = request_limit
 
     @log_activity()
     def gen(
@@ -213,18 +221,24 @@ class BaseAgent(ABC):
                 ):
                     target_dict[param] = value
         tm = ToolManager(config={})
+
+        # Prepare tool_config and add tool_id for memory tools
+        if tool_data["name"] == "api_tool":
+            tool_config = {
+                "url": tool_data["config"]["actions"][action_name]["url"],
+                "method": tool_data["config"]["actions"][action_name]["method"],
+                "headers": headers,
+                "query_params": query_params,
+            }
+        else:
+            tool_config = tool_data["config"].copy() if tool_data["config"] else {}
+            # Add tool_id from MongoDB _id for tools that need instance isolation (like memory tool)
+            # Use MongoDB _id if available, otherwise fall back to enumerated tool_id
+            tool_config["tool_id"] = str(tool_data.get("_id", tool_id))
+
         tool = tm.load_tool(
             tool_data["name"],
-            tool_config=(
-                {
-                    "url": tool_data["config"]["actions"][action_name]["url"],
-                    "method": tool_data["config"]["actions"][action_name]["method"],
-                    "headers": headers,
-                    "query_params": query_params,
-                }
-                if tool_data["name"] == "api_tool"
-                else tool_data["config"]
-            ),
+            tool_config=tool_config,
             user_id=self.user,  # Pass user ID for MCP tools credential decryption
         )
         if tool_data["name"] == "api_tool":

application/agents/react_agent.py

@@ -20,9 +20,10 @@ with open(
     "r",
 ) as f:
     final_prompt_template = f.read()
-    
+
 MAX_ITERATIONS_REASONING = 10
 
+
 class ReActAgent(BaseAgent):
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
@@ -38,49 +39,69 @@ class ReActAgent(BaseAgent):
         collected_content = []
         if isinstance(resp, str):
             collected_content.append(resp)
-        elif ( # OpenAI non-streaming or Anthropic non-streaming (older SDK style)
+        elif (  # OpenAI non-streaming or Anthropic non-streaming (older SDK style)
             hasattr(resp, "message")
             and hasattr(resp.message, "content")
             and resp.message.content is not None
         ):
             collected_content.append(resp.message.content)
-        elif ( # OpenAI non-streaming (Pydantic model), Anthropic new SDK non-streaming
-            hasattr(resp, "choices") and resp.choices and
-            hasattr(resp.choices[0], "message") and
-            hasattr(resp.choices[0].message, "content") and
-            resp.choices[0].message.content is not None
+        elif (  # OpenAI non-streaming (Pydantic model), Anthropic new SDK non-streaming
+            hasattr(resp, "choices")
+            and resp.choices
+            and hasattr(resp.choices[0], "message")
+            and hasattr(resp.choices[0].message, "content")
+            and resp.choices[0].message.content is not None
         ):
-            collected_content.append(resp.choices[0].message.content) # OpenAI
-        elif ( # Anthropic new SDK non-streaming content block
-             hasattr(resp, "content") and isinstance(resp.content, list) and resp.content and
-             hasattr(resp.content[0], "text")
+            collected_content.append(resp.choices[0].message.content)  # OpenAI
+        elif (  # Anthropic new SDK non-streaming content block
+            hasattr(resp, "content")
+            and isinstance(resp.content, list)
+            and resp.content
+            and hasattr(resp.content[0], "text")
         ):
-            collected_content.append(resp.content[0].text) # Anthropic
+            collected_content.append(resp.content[0].text)  # Anthropic
         else:
             # Assume resp is a stream if not a recognized object
+            chunk = None
             try:
-                for chunk in resp: # This will fail if resp is not iterable (e.g. a non-streaming response object)
+                for (
+                    chunk
+                ) in (
+                    resp
+                ):  # This will fail if resp is not iterable (e.g. a non-streaming response object)
                     content_piece = ""
                     # OpenAI-like stream
-                    if hasattr(chunk, 'choices') and len(chunk.choices) > 0 and \
-                       hasattr(chunk.choices[0], 'delta') and \
-                       hasattr(chunk.choices[0].delta, 'content') and \
-                       chunk.choices[0].delta.content is not None:
+                    if (
+                        hasattr(chunk, "choices")
+                        and len(chunk.choices) > 0
+                        and hasattr(chunk.choices[0], "delta")
+                        and hasattr(chunk.choices[0].delta, "content")
+                        and chunk.choices[0].delta.content is not None
+                    ):
                         content_piece = chunk.choices[0].delta.content
                     # Anthropic-like stream (ContentBlockDelta)
-                    elif hasattr(chunk, 'type') and chunk.type == 'content_block_delta' and \
-                         hasattr(chunk, 'delta') and hasattr(chunk.delta, 'text'):
+                    elif (
+                        hasattr(chunk, "type")
+                        and chunk.type == "content_block_delta"
+                        and hasattr(chunk, "delta")
+                        and hasattr(chunk.delta, "text")
+                    ):
                         content_piece = chunk.delta.text
-                    elif isinstance(chunk, str): # Simplest case: stream of strings
+                    elif isinstance(chunk, str):  # Simplest case: stream of strings
                         content_piece = chunk
 
                     if content_piece:
                         collected_content.append(content_piece)
-            except TypeError: # If resp is not iterable (e.g. a final response object that wasn't caught above)
-                logger.debug(f"Response type {type(resp)} could not be iterated as a stream. It might be a non-streaming object not handled by specific checks.")
+            except (
+                TypeError
+            ):  # If resp is not iterable (e.g. a final response object that wasn't caught above)
+                logger.debug(
+                    f"Response type {type(resp)} could not be iterated as a stream. It might be a non-streaming object not handled by specific checks."
+                )
             except Exception as e:
-                logger.error(f"Error processing potential stream chunk: {e}, chunk was: {getattr(chunk, '__dict__', chunk)}")
-
+                logger.error(
+                    f"Error processing potential stream chunk: {e}, chunk was: {getattr(chunk, '__dict__', chunk) if chunk is not None else 'N/A'}"
+                )
 
         return "".join(collected_content)
 
@@ -112,8 +133,9 @@ class ReActAgent(BaseAgent):
                 yield {"thought": line_chunk}
             self.plan = "".join(current_plan_parts)
             if self.plan:
-                self.observations.append(f"Plan: {self.plan} Iteration: {iterating_reasoning}")
-
+                self.observations.append(
+                    f"Plan: {self.plan} Iteration: {iterating_reasoning}"
+                )
 
             max_obs_len = 20000
             obs_str = "\n".join(self.observations)
@@ -125,34 +147,55 @@ class ReActAgent(BaseAgent):
                 + f"\n\nObservations:\n{obs_str}"
                 + f"\n\nIf there is enough data to complete user query '{query}', Respond with 'SATISFIED' only. Otherwise, continue. Dont Menstion 'SATISFIED' in your response if you are not ready. "
             )
-            
+
             messages = self._build_messages(execution_prompt_str, query, retrieved_data)
 
             resp_from_llm_gen = self._llm_gen(messages, log_context)
 
-            initial_llm_thought_content = self._extract_content_from_llm_response(resp_from_llm_gen)
+            initial_llm_thought_content = self._extract_content_from_llm_response(
+                resp_from_llm_gen
+            )
             if initial_llm_thought_content:
-                self.observations.append(f"Initial thought/response: {initial_llm_thought_content}")
+                self.observations.append(
+                    f"Initial thought/response: {initial_llm_thought_content}"
+                )
             else:
-                logger.info("ReActAgent: Initial LLM response (before handler) had no textual content (might be only tool calls).")
-            resp_after_handler = self._llm_handler(resp_from_llm_gen, tools_dict, messages, log_context)
-            
-            for tool_call_info in self.tool_calls: # Iterate over self.tool_calls populated by _llm_handler
+                logger.info(
+                    "ReActAgent: Initial LLM response (before handler) had no textual content (might be only tool calls)."
+                )
+            resp_after_handler = self._llm_handler(
+                resp_from_llm_gen, tools_dict, messages, log_context
+            )
+
+            for (
+                tool_call_info
+            ) in (
+                self.tool_calls
+            ):  # Iterate over self.tool_calls populated by _llm_handler
                 observation_string = (
                     f"Executed Action: Tool '{tool_call_info.get('tool_name', 'N/A')}' "
                     f"with arguments '{tool_call_info.get('arguments', '{}')}'. Result: '{str(tool_call_info.get('result', ''))[:200]}...'"
                 )
                 self.observations.append(observation_string)
 
-            content_after_handler = self._extract_content_from_llm_response(resp_after_handler)
+            content_after_handler = self._extract_content_from_llm_response(
+                resp_after_handler
+            )
             if content_after_handler:
-                self.observations.append(f"Response after tool execution: {content_after_handler}")
+                self.observations.append(
+                    f"Response after tool execution: {content_after_handler}"
+                )
             else:
-                logger.info("ReActAgent: LLM response after handler had no textual content.")
+                logger.info(
+                    "ReActAgent: LLM response after handler had no textual content."
+                )
 
             if log_context:
                 log_context.stacks.append(
-                    {"component": "agent_tool_calls", "data": {"tool_calls": self.tool_calls.copy()}}
+                    {
+                        "component": "agent_tool_calls",
+                        "data": {"tool_calls": self.tool_calls.copy()},
+                    }
                 )
 
             yield {"sources": retrieved_data}
@@ -165,13 +208,17 @@ class ReActAgent(BaseAgent):
                 display_tool_calls.append(cleaned_tc)
             if display_tool_calls:
                 yield {"tool_calls": display_tool_calls}
-            
+
             if "SATISFIED" in content_after_handler:
-                logger.info("ReActAgent: LLM satisfied with the plan and data. Stopping reasoning.")
+                logger.info(
+                    "ReActAgent: LLM satisfied with the plan and data. Stopping reasoning."
+                )
                 break
 
         # 3. Create Final Answer based on all observations
-        final_answer_stream = self._create_final_answer(query, self.observations, log_context)
+        final_answer_stream = self._create_final_answer(
+            query, self.observations, log_context
+        )
         for answer_chunk in final_answer_stream:
             yield {"answer": answer_chunk}
         logger.info("ReActAgent: Finished generating final answer.")
@@ -184,12 +231,16 @@ class ReActAgent(BaseAgent):
             summaries = docs_data if docs_data else "No documents retrieved."
             plan_prompt_filled = plan_prompt_filled.replace("{summaries}", summaries)
         plan_prompt_filled = plan_prompt_filled.replace("{prompt}", self.prompt or "")
-        plan_prompt_filled = plan_prompt_filled.replace("{observations}", "\n".join(self.observations))
+        plan_prompt_filled = plan_prompt_filled.replace(
+            "{observations}", "\n".join(self.observations)
+        )
 
         messages = [{"role": "user", "content": plan_prompt_filled}]
 
         plan_stream_from_llm = self.llm.gen_stream(
-            model=self.gpt_model, messages=messages, tools=getattr(self, 'tools', None) # Use self.tools
+            model=self.gpt_model,
+            messages=messages,
+            tools=getattr(self, "tools", None),  # Use self.tools
         )
         if log_context:
             data = build_stack_data(self.llm)
@@ -206,8 +257,12 @@ class ReActAgent(BaseAgent):
         observation_string = "\n".join(observations)
         max_obs_len = 10000
         if len(observation_string) > max_obs_len:
-            observation_string = observation_string[:max_obs_len] + "\n...[observations truncated]"
-            logger.warning("ReActAgent: Truncated observations for final answer prompt due to length.")
+            observation_string = (
+                observation_string[:max_obs_len] + "\n...[observations truncated]"
+            )
+            logger.warning(
+                "ReActAgent: Truncated observations for final answer prompt due to length."
+            )
 
         final_answer_prompt_filled = final_prompt_template.format(
             query=query, observations=observation_string
@@ -226,4 +281,4 @@ class ReActAgent(BaseAgent):
         for chunk in final_answer_stream_from_llm:
             content_piece = self._extract_content_from_llm_response(chunk)
             if content_piece:
-                yield content_piece
+                yield content_piece

application/agents/tools/mcp_tool.py

@@ -37,7 +37,7 @@ _mcp_clients_cache = {}
 class MCPTool(Tool):
     """
     MCP Tool
-    Connect to remote Model Context Protocol (MCP) servers to access dynamic tools and resources. Supports various authentication methods and provides secure access to external services through the MCP protocol.
+    Connect to remote Model Context Protocol (MCP) servers to access dynamic tools and resources.
     """
 
     def __init__(self, config: Dict[str, Any], user_id: Optional[str] = None):

application/agents/tools/memory.py

@@ -0,0 +1,546 @@
+from datetime import datetime
+from pathlib import Path
+from typing import Any, Dict, List, Optional
+import re
+import uuid
+
+from .base import Tool
+from application.core.mongo_db import MongoDB
+from application.core.settings import settings
+
+
+class MemoryTool(Tool):
+    """Memory
+
+    Stores and retrieves information across conversations through a memory file directory.
+    """
+
+    def __init__(self, tool_config: Optional[Dict[str, Any]] = None, user_id: Optional[str] = None) -> None:
+        """Initialize the tool.
+
+        Args:
+            tool_config: Optional tool configuration. Should include:
+                - tool_id: Unique identifier for this memory tool instance (from user_tools._id)
+                           This ensures each user's tool configuration has isolated memories
+            user_id: The authenticated user's id (should come from decoded_token["sub"]).
+        """
+        self.user_id: Optional[str] = user_id
+
+        # Get tool_id from configuration (passed from user_tools._id in production)
+        # In production, tool_id is the MongoDB ObjectId string from user_tools collection
+        if tool_config and "tool_id" in tool_config:
+            self.tool_id = tool_config["tool_id"]
+        elif user_id:
+            # Fallback for backward compatibility or testing
+            self.tool_id = f"default_{user_id}"
+        else:
+            # Last resort fallback (shouldn't happen in normal use)
+            self.tool_id = str(uuid.uuid4())
+
+        db = MongoDB.get_client()[settings.MONGO_DB_NAME]
+        self.collection = db["memories"]
+
+    # -----------------------------
+    # Action implementations
+    # -----------------------------
+    def execute_action(self, action_name: str, **kwargs: Any) -> str:
+        """Execute an action by name.
+
+        Args:
+            action_name: One of view, create, str_replace, insert, delete, rename.
+            **kwargs: Parameters for the action.
+
+        Returns:
+            A human-readable string result.
+        """
+        if not self.user_id:
+            return "Error: MemoryTool requires a valid user_id."
+
+        if action_name == "view":
+            return self._view(
+                kwargs.get("path", "/"),
+                kwargs.get("view_range")
+            )
+
+        if action_name == "create":
+            return self._create(
+                kwargs.get("path", ""),
+                kwargs.get("file_text", "")
+            )
+
+        if action_name == "str_replace":
+            return self._str_replace(
+                kwargs.get("path", ""),
+                kwargs.get("old_str", ""),
+                kwargs.get("new_str", "")
+            )
+
+        if action_name == "insert":
+            return self._insert(
+                kwargs.get("path", ""),
+                kwargs.get("insert_line", 1),
+                kwargs.get("insert_text", "")
+            )
+
+        if action_name == "delete":
+            return self._delete(kwargs.get("path", ""))
+
+        if action_name == "rename":
+            return self._rename(
+                kwargs.get("old_path", ""),
+                kwargs.get("new_path", "")
+            )
+
+        return f"Unknown action: {action_name}"
+
+    def get_actions_metadata(self) -> List[Dict[str, Any]]:
+        """Return JSON metadata describing supported actions for tool schemas."""
+        return [
+            {
+                "name": "view",
+                "description": "Shows directory contents or file contents with optional line ranges.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "path": {
+                            "type": "string",
+                            "description": "Path to file or directory (e.g., /notes.txt or /project/ or /)."
+                        },
+                        "view_range": {
+                            "type": "array",
+                            "items": {"type": "integer"},
+                            "description": "Optional [start_line, end_line] to view specific lines (1-indexed)."
+                        }
+                    },
+                    "required": ["path"]
+                },
+            },
+            {
+                "name": "create",
+                "description": "Create or overwrite a file.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "path": {
+                            "type": "string",
+                            "description": "File path to create (e.g., /notes.txt or /project/task.txt)."
+                        },
+                        "file_text": {
+                            "type": "string",
+                            "description": "Content to write to the file."
+                        }
+                    },
+                    "required": ["path", "file_text"]
+                },
+            },
+            {
+                "name": "str_replace",
+                "description": "Replace text in a file.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "path": {
+                            "type": "string",
+                            "description": "File path (e.g., /notes.txt)."
+                        },
+                        "old_str": {
+                            "type": "string",
+                            "description": "String to find."
+                        },
+                        "new_str": {
+                            "type": "string",
+                            "description": "String to replace with."
+                        }
+                    },
+                    "required": ["path", "old_str", "new_str"]
+                },
+            },
+            {
+                "name": "insert",
+                "description": "Insert text at a specific line in a file.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "path": {
+                            "type": "string",
+                            "description": "File path (e.g., /notes.txt)."
+                        },
+                        "insert_line": {
+                            "type": "integer",
+                            "description": "Line number to insert at (1-indexed)."
+                        },
+                        "insert_text": {
+                            "type": "string",
+                            "description": "Text to insert."
+                        }
+                    },
+                    "required": ["path", "insert_line", "insert_text"]
+                },
+            },
+            {
+                "name": "delete",
+                "description": "Delete a file or directory.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "path": {
+                            "type": "string",
+                            "description": "Path to delete (e.g., /notes.txt or /project/)."
+                        }
+                    },
+                    "required": ["path"]
+                },
+            },
+            {
+                "name": "rename",
+                "description": "Rename or move a file/directory.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "old_path": {
+                            "type": "string",
+                            "description": "Current path (e.g., /old.txt)."
+                        },
+                        "new_path": {
+                            "type": "string",
+                            "description": "New path (e.g., /new.txt)."
+                        }
+                    },
+                    "required": ["old_path", "new_path"]
+                },
+            },
+        ]
+
+    def get_config_requirements(self) -> Dict[str, Any]:
+        """Return configuration requirements."""
+        return {}
+
+    # -----------------------------
+    # Path validation
+    # -----------------------------
+    def _validate_path(self, path: str) -> Optional[str]:
+        """Validate and normalize path.
+
+        Args:
+            path: User-provided path.
+
+        Returns:
+            Normalized path or None if invalid.
+        """
+        if not path:
+            return None
+
+        # Remove any leading/trailing whitespace
+        path = path.strip()
+
+        # Preserve whether path ends with / (indicates directory)
+        is_directory = path.endswith("/")
+
+        # Ensure path starts with / for consistency
+        if not path.startswith("/"):
+            path = "/" + path
+
+        # Check for directory traversal patterns
+        if ".." in path or path.count("//") > 0:
+            return None
+
+        # Normalize the path
+        try:
+            # Convert to Path object and resolve to canonical form
+            normalized = str(Path(path).as_posix())
+
+            # Ensure it still starts with /
+            if not normalized.startswith("/"):
+                return None
+
+            # Preserve trailing slash for directories
+            if is_directory and not normalized.endswith("/") and normalized != "/":
+                normalized = normalized + "/"
+
+            return normalized
+        except Exception:
+            return None
+
+    # -----------------------------
+    # Internal helpers
+    # -----------------------------
+    def _view(self, path: str, view_range: Optional[List[int]] = None) -> str:
+        """View directory contents or file contents."""
+        validated_path = self._validate_path(path)
+        if not validated_path:
+            return "Error: Invalid path."
+
+        # Check if viewing directory (ends with / or is root)
+        if validated_path == "/" or validated_path.endswith("/"):
+            return self._view_directory(validated_path)
+
+        # Otherwise view file
+        return self._view_file(validated_path, view_range)
+
+    def _view_directory(self, path: str) -> str:
+        """List files in a directory."""
+        # Ensure path ends with / for proper prefix matching
+        search_path = path if path.endswith("/") else path + "/"
+
+        # Find all files that start with this directory path
+        query = {
+            "user_id": self.user_id,
+            "tool_id": self.tool_id,
+            "path": {"$regex": f"^{re.escape(search_path)}"}
+        }
+
+        docs = list(self.collection.find(query, {"path": 1}))
+
+        if not docs:
+            return f"Directory: {path}\n(empty)"
+
+        # Extract filenames relative to the directory
+        files = []
+        for doc in docs:
+            file_path = doc["path"]
+            # Remove the directory prefix
+            if file_path.startswith(search_path):
+                relative = file_path[len(search_path):]
+                if relative:
+                    files.append(relative)
+
+        files.sort()
+        file_list = "\n".join(f"- {f}" for f in files)
+        return f"Directory: {path}\n{file_list}"
+
+    def _view_file(self, path: str, view_range: Optional[List[int]] = None) -> str:
+        """View file contents with optional line range."""
+        doc = self.collection.find_one({"user_id": self.user_id, "tool_id": self.tool_id, "path": path})
+
+        if not doc or not doc.get("content"):
+            return f"Error: File not found: {path}"
+
+        content = str(doc["content"])
+
+        # Apply view_range if specified
+        if view_range and len(view_range) == 2:
+            lines = content.split("\n")
+            start, end = view_range
+            # Convert to 0-indexed
+            start_idx = max(0, start - 1)
+            end_idx = min(len(lines), end)
+
+            if start_idx >= len(lines):
+                return f"Error: Line range out of bounds. File has {len(lines)} lines."
+
+            selected_lines = lines[start_idx:end_idx]
+            # Add line numbers (enumerate with 1-based start)
+            numbered_lines = [f"{i}: {line}" for i, line in enumerate(selected_lines, start=start)]
+            return "\n".join(numbered_lines)
+
+        return content
+
+    def _create(self, path: str, file_text: str) -> str:
+        """Create or overwrite a file."""
+        validated_path = self._validate_path(path)
+        if not validated_path:
+            return "Error: Invalid path."
+
+        if validated_path == "/" or validated_path.endswith("/"):
+            return "Error: Cannot create a file at directory path."
+
+        self.collection.update_one(
+            {"user_id": self.user_id, "tool_id": self.tool_id, "path": validated_path},
+            {
+                "$set": {
+                    "content": file_text,
+                    "updated_at": datetime.now()
+                }
+            },
+            upsert=True
+        )
+
+        return f"File created: {validated_path}"
+
+    def _str_replace(self, path: str, old_str: str, new_str: str) -> str:
+        """Replace text in a file."""
+        validated_path = self._validate_path(path)
+        if not validated_path:
+            return "Error: Invalid path."
+
+        if not old_str:
+            return "Error: old_str is required."
+
+        doc = self.collection.find_one({"user_id": self.user_id, "tool_id": self.tool_id, "path": validated_path})
+
+        if not doc or not doc.get("content"):
+            return f"Error: File not found: {validated_path}"
+
+        current_content = str(doc["content"])
+
+        # Check if old_str exists (case-insensitive)
+        if old_str.lower() not in current_content.lower():
+            return f"Error: String '{old_str}' not found in file."
+
+        # Replace the string (case-insensitive)
+        import re as regex_module
+        updated_content = regex_module.sub(regex_module.escape(old_str), new_str, current_content, flags=regex_module.IGNORECASE)
+
+        self.collection.update_one(
+            {"user_id": self.user_id, "tool_id": self.tool_id, "path": validated_path},
+            {
+                "$set": {
+                    "content": updated_content,
+                    "updated_at": datetime.now()
+                }
+            }
+        )
+
+        return f"File updated: {validated_path}"
+
+    def _insert(self, path: str, insert_line: int, insert_text: str) -> str:
+        """Insert text at a specific line."""
+        validated_path = self._validate_path(path)
+        if not validated_path:
+            return "Error: Invalid path."
+
+        if not insert_text:
+            return "Error: insert_text is required."
+
+        doc = self.collection.find_one({"user_id": self.user_id, "tool_id": self.tool_id, "path": validated_path})
+
+        if not doc or not doc.get("content"):
+            return f"Error: File not found: {validated_path}"
+
+        current_content = str(doc["content"])
+        lines = current_content.split("\n")
+
+        # Convert to 0-indexed
+        index = insert_line - 1
+        if index < 0 or index > len(lines):
+            return f"Error: Invalid line number. File has {len(lines)} lines."
+
+        lines.insert(index, insert_text)
+        updated_content = "\n".join(lines)
+
+        self.collection.update_one(
+            {"user_id": self.user_id, "tool_id": self.tool_id, "path": validated_path},
+            {
+                "$set": {
+                    "content": updated_content,
+                    "updated_at": datetime.now()
+                }
+            }
+        )
+
+        return f"Text inserted at line {insert_line} in {validated_path}"
+
+    def _delete(self, path: str) -> str:
+        """Delete a file or directory."""
+        validated_path = self._validate_path(path)
+        if not validated_path:
+            return "Error: Invalid path."
+
+        if validated_path == "/":
+            # Delete all files for this user and tool
+            result = self.collection.delete_many({"user_id": self.user_id, "tool_id": self.tool_id})
+            return f"Deleted {result.deleted_count} file(s) from memory."
+
+        # Check if it's a directory (ends with /)
+        if validated_path.endswith("/"):
+            # Delete all files in directory
+            result = self.collection.delete_many({
+                "user_id": self.user_id,
+                "tool_id": self.tool_id,
+                "path": {"$regex": f"^{re.escape(validated_path)}"}
+            })
+            return f"Deleted directory and {result.deleted_count} file(s)."
+
+        # Try to delete as directory first (without trailing slash)
+        # Check if any files start with this path + /
+        search_path = validated_path + "/"
+        directory_result = self.collection.delete_many({
+            "user_id": self.user_id,
+            "tool_id": self.tool_id,
+            "path": {"$regex": f"^{re.escape(search_path)}"}
+        })
+
+        if directory_result.deleted_count > 0:
+            return f"Deleted directory and {directory_result.deleted_count} file(s)."
+
+        # Delete single file
+        result = self.collection.delete_one({
+            "user_id": self.user_id,
+            "tool_id": self.tool_id,
+            "path": validated_path
+        })
+
+        if result.deleted_count:
+            return f"Deleted: {validated_path}"
+        return f"Error: File not found: {validated_path}"
+
+    def _rename(self, old_path: str, new_path: str) -> str:
+        """Rename or move a file/directory."""
+        validated_old = self._validate_path(old_path)
+        validated_new = self._validate_path(new_path)
+
+        if not validated_old or not validated_new:
+            return "Error: Invalid path."
+
+        if validated_old == "/" or validated_new == "/":
+            return "Error: Cannot rename root directory."
+
+        # Check if renaming a directory
+        if validated_old.endswith("/"):
+            # Ensure validated_new also ends with / for proper path replacement
+            if not validated_new.endswith("/"):
+                validated_new = validated_new + "/"
+
+            # Find all files in the old directory
+            docs = list(self.collection.find({
+                "user_id": self.user_id,
+                "tool_id": self.tool_id,
+                "path": {"$regex": f"^{re.escape(validated_old)}"}
+            }))
+
+            if not docs:
+                return f"Error: Directory not found: {validated_old}"
+
+            # Update paths for all files
+            for doc in docs:
+                old_file_path = doc["path"]
+                new_file_path = old_file_path.replace(validated_old, validated_new, 1)
+
+                self.collection.update_one(
+                    {"_id": doc["_id"]},
+                    {"$set": {"path": new_file_path, "updated_at": datetime.now()}}
+                )
+
+            return f"Renamed directory: {validated_old} -> {validated_new} ({len(docs)} files)"
+
+        # Rename single file
+        doc = self.collection.find_one({
+            "user_id": self.user_id,
+            "tool_id": self.tool_id,
+            "path": validated_old
+        })
+
+        if not doc:
+            return f"Error: File not found: {validated_old}"
+
+        # Check if new path already exists
+        existing = self.collection.find_one({
+            "user_id": self.user_id,
+            "tool_id": self.tool_id,
+            "path": validated_new
+        })
+
+        if existing:
+            return f"Error: File already exists at {validated_new}"
+
+        # Delete the old document and create a new one with the new path
+        self.collection.delete_one({"user_id": self.user_id, "tool_id": self.tool_id, "path": validated_old})
+        self.collection.insert_one({
+            "user_id": self.user_id,
+            "tool_id": self.tool_id,
+            "path": validated_new,
+            "content": doc.get("content", ""),
+            "updated_at": datetime.now()
+        })
+
+        return f"Renamed: {validated_old} -> {validated_new}"

application/agents/tools/notes.py

@@ -0,0 +1,199 @@
+from datetime import datetime
+from typing import Any, Dict, List, Optional
+import uuid
+
+from .base import Tool
+from application.core.mongo_db import MongoDB
+from application.core.settings import settings
+
+
+class NotesTool(Tool):
+    """Notepad
+
+    Single note. Supports viewing, overwriting, string replacement.
+    """
+
+    def __init__(self, tool_config: Optional[Dict[str, Any]] = None, user_id: Optional[str] = None) -> None:
+        """Initialize the tool.
+
+        Args:
+            tool_config: Optional tool configuration. Should include:
+                - tool_id: Unique identifier for this notes tool instance (from user_tools._id)
+                           This ensures each user's tool configuration has isolated notes
+            user_id: The authenticated user's id (should come from decoded_token["sub"]).
+        """
+        self.user_id: Optional[str] = user_id
+
+        # Get tool_id from configuration (passed from user_tools._id in production)
+        # In production, tool_id is the MongoDB ObjectId string from user_tools collection
+        if tool_config and "tool_id" in tool_config:
+            self.tool_id = tool_config["tool_id"]
+        elif user_id:
+            # Fallback for backward compatibility or testing
+            self.tool_id = f"default_{user_id}"
+        else:
+            # Last resort fallback (shouldn't happen in normal use)
+            self.tool_id = str(uuid.uuid4())
+
+        db = MongoDB.get_client()[settings.MONGO_DB_NAME]
+        self.collection = db["notes"]
+
+    # -----------------------------
+    # Action implementations
+    # -----------------------------
+    def execute_action(self, action_name: str, **kwargs: Any) -> str:
+        """Execute an action by name.
+
+        Args:
+            action_name: One of view, overwrite, str_replace, insert, delete.
+            **kwargs: Parameters for the action.
+
+        Returns:
+            A human-readable string result.
+        """
+        if not self.user_id:
+             return "Error: NotesTool requires a valid user_id."
+
+        if action_name == "view":
+            return self._get_note()
+
+        if action_name == "overwrite":
+            return self._overwrite_note(kwargs.get("text", ""))
+
+        if action_name == "str_replace":
+            return self._str_replace(kwargs.get("old_str", ""), kwargs.get("new_str", ""))
+
+        if action_name == "insert":
+            return self._insert(kwargs.get("line_number", 1), kwargs.get("text", ""))
+
+        if action_name == "delete":
+            return self._delete_note()
+
+        return f"Unknown action: {action_name}"
+
+    def get_actions_metadata(self) -> List[Dict[str, Any]]:
+        """Return JSON metadata describing supported actions for tool schemas."""
+        return [
+            {
+                "name": "view",
+                "description": "Retrieve the user's note.",
+                "parameters": {"type": "object", "properties": {}},
+            },
+            {
+                "name": "overwrite",
+                "description": "Replace the entire note content (creates if doesn't exist).",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "text": {"type": "string", "description": "New note content."}
+                    },
+                    "required": ["text"],
+                },
+            },
+            {
+                "name": "str_replace",
+                "description": "Replace occurrences of old_str with new_str in the note.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "old_str": {"type": "string", "description": "String to find."},
+                        "new_str": {"type": "string", "description": "String to replace with."}
+                    },
+                    "required": ["old_str", "new_str"],
+                },
+            },
+            {
+                "name": "insert",
+                "description": "Insert text at the specified line number (1-indexed).",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "line_number": {"type": "integer", "description": "Line number to insert at (1-indexed)."},
+                        "text": {"type": "string", "description": "Text to insert."}
+                    },
+                    "required": ["line_number", "text"],
+                },
+            },
+            {
+                "name": "delete",
+                "description": "Delete the user's note.",
+                "parameters": {"type": "object", "properties": {}},
+            },
+        ]
+
+    def get_config_requirements(self) -> Dict[str, Any]:
+        """Return configuration requirements (none for now)."""
+        return {}
+
+    # -----------------------------
+    # Internal helpers (single-note)
+    # -----------------------------
+    def _get_note(self) -> str:
+        doc = self.collection.find_one({"user_id": self.user_id, "tool_id": self.tool_id})
+        if not doc or not doc.get("note"):
+            return "No note found."
+        return str(doc["note"])
+
+    def _overwrite_note(self, content: str) -> str:
+        content = (content or "").strip()
+        if not content:
+            return "Note content required."
+        self.collection.update_one(
+            {"user_id": self.user_id, "tool_id": self.tool_id},
+            {"$set": {"note": content, "updated_at": datetime.utcnow()}},
+            upsert=True,  # ✅ create if missing
+        )
+        return "Note saved."
+
+    def _str_replace(self, old_str: str, new_str: str) -> str:
+        if not old_str:
+            return "old_str is required."
+
+        doc = self.collection.find_one({"user_id": self.user_id, "tool_id": self.tool_id})
+        if not doc or not doc.get("note"):
+            return "No note found."
+
+        current_note = str(doc["note"])
+
+        # Case-insensitive search
+        if old_str.lower() not in current_note.lower():
+            return f"String '{old_str}' not found in note."
+
+        # Case-insensitive replacement
+        import re
+        updated_note = re.sub(re.escape(old_str), new_str, current_note, flags=re.IGNORECASE)
+
+        self.collection.update_one(
+            {"user_id": self.user_id, "tool_id": self.tool_id},
+            {"$set": {"note": updated_note, "updated_at": datetime.utcnow()}},
+        )
+        return "Note updated."
+
+    def _insert(self, line_number: int, text: str) -> str:
+        if not text:
+            return "Text is required."
+
+        doc = self.collection.find_one({"user_id": self.user_id, "tool_id": self.tool_id})
+        if not doc or not doc.get("note"):
+            return "No note found."
+
+        current_note = str(doc["note"])
+        lines = current_note.split("\n")
+
+        # Convert to 0-indexed and validate
+        index = line_number - 1
+        if index < 0 or index > len(lines):
+            return f"Invalid line number. Note has {len(lines)} lines."
+
+        lines.insert(index, text)
+        updated_note = "\n".join(lines)
+
+        self.collection.update_one(
+            {"user_id": self.user_id, "tool_id": self.tool_id},
+            {"$set": {"note": updated_note, "updated_at": datetime.utcnow()}},
+        )
+        return "Text inserted."
+
+    def _delete_note(self) -> str:
+        res = self.collection.delete_one({"user_id": self.user_id, "tool_id": self.tool_id})
+        return "Note deleted." if res.deleted_count else "No note found to delete."

application/agents/tools/tool_action_parser.py

@@ -20,20 +20,24 @@ class ToolActionParser:
         try:
             call_args = json.loads(call.arguments)
             tool_parts = call.name.split("_")
-            
+
             # If the tool name doesn't contain an underscore, it's likely a hallucinated tool
             if len(tool_parts) < 2:
-                logger.warning(f"Invalid tool name format: {call.name}. Expected format: action_name_tool_id")
+                logger.warning(
+                    f"Invalid tool name format: {call.name}. Expected format: action_name_tool_id"
+                )
                 return None, None, None
-                
+
             tool_id = tool_parts[-1]
             action_name = "_".join(tool_parts[:-1])
-            
+
             # Validate that tool_id looks like a numerical ID
             if not tool_id.isdigit():
-                logger.warning(f"Tool ID '{tool_id}' is not numerical. This might be a hallucinated tool call.")
-                
-        except (AttributeError, TypeError) as e:
+                logger.warning(
+                    f"Tool ID '{tool_id}' is not numerical. This might be a hallucinated tool call."
+                )
+
+        except (AttributeError, TypeError, json.JSONDecodeError) as e:
             logger.error(f"Error parsing OpenAI LLM call: {e}")
             return None, None, None
         return tool_id, action_name, call_args
@@ -42,19 +46,23 @@ class ToolActionParser:
         try:
             call_args = call.arguments
             tool_parts = call.name.split("_")
-            
+
             # If the tool name doesn't contain an underscore, it's likely a hallucinated tool
             if len(tool_parts) < 2:
-                logger.warning(f"Invalid tool name format: {call.name}. Expected format: action_name_tool_id")
+                logger.warning(
+                    f"Invalid tool name format: {call.name}. Expected format: action_name_tool_id"
+                )
                 return None, None, None
-                
+
             tool_id = tool_parts[-1]
             action_name = "_".join(tool_parts[:-1])
-            
+
             # Validate that tool_id looks like a numerical ID
             if not tool_id.isdigit():
-                logger.warning(f"Tool ID '{tool_id}' is not numerical. This might be a hallucinated tool call.")
-                
+                logger.warning(
+                    f"Tool ID '{tool_id}' is not numerical. This might be a hallucinated tool call."
+                )
+
         except (AttributeError, TypeError) as e:
             logger.error(f"Error parsing Google LLM call: {e}")
             return None, None, None

application/agents/tools/tool_manager.py

@@ -28,7 +28,7 @@ class ToolManager:
         module = importlib.import_module(f"application.agents.tools.{tool_name}")
         for member_name, obj in inspect.getmembers(module, inspect.isclass):
             if issubclass(obj, Tool) and obj is not Tool:
-                if tool_name == "mcp_tool" and user_id:
+                if tool_name in {"mcp_tool", "notes", "memory"} and user_id:
                     return obj(tool_config, user_id)
                 else:
                     return obj(tool_config)
@@ -36,7 +36,7 @@ class ToolManager:
     def execute_action(self, tool_name, action_name, user_id=None, **kwargs):
         if tool_name not in self.tools:
             raise ValueError(f"Tool '{tool_name}' not loaded")
-        if tool_name == "mcp_tool" and user_id:
+        if tool_name in {"mcp_tool", "memory"} and user_id:
             tool_config = self.config.get(tool_name, {})
             tool = self.load_tool(tool_name, tool_config, user_id)
             return tool.execute_action(action_name, **kwargs)

application/api/answer/routes/answer.py

@@ -72,6 +72,9 @@ class AnswerResource(Resource, BaseAnswerResource):
             agent = processor.create_agent()
             retriever = processor.create_retriever()
 
+            if error := self.check_usage(processor.agent_config):
+                return error
+
             stream = self.complete_stream(
                 question=data["question"],
                 agent=agent,

application/api/answer/routes/base.py

@@ -3,7 +3,7 @@ import json
 import logging
 from typing import Any, Dict, Generator, List, Optional
 
-from flask import Response
+from flask import Response, make_response, jsonify
 from flask_restx import Namespace
 
 from application.api.answer.services.conversation_service import ConversationService
@@ -25,6 +25,7 @@ class BaseAnswerResource:
     def __init__(self):
         mongo = MongoDB.get_client()
         db = mongo[settings.MONGO_DB_NAME]
+        self.db = db
         self.user_logs_collection = db["user_logs"]
         self.gpt_model = get_gpt_model()
         self.conversation_service = ConversationService()
@@ -40,6 +41,88 @@ class BaseAnswerResource:
             return missing_fields
         return None
 
+    def check_usage(
+            self, agent_config: Dict
+    ) -> Optional[Response]:
+        """Check if there is a usage limit and if it is exceeded
+
+        Args:
+            agent_config: The config dict of agent instance
+
+        Returns:
+            None or Response if either of limits exceeded.
+        
+        """
+        api_key = agent_config.get("user_api_key")
+        if not api_key:
+            return None
+        
+        agents_collection = self.db["agents"]
+        agent = agents_collection.find_one({"key": api_key})
+
+        if not agent:
+            return make_response(
+                jsonify(
+                    {
+                        "success": False,
+                        "message": "Invalid API key."
+                    }
+                ),
+                401
+            )
+
+        limited_token_mode = agent.get("limited_token_mode", False)
+        limited_request_mode = agent.get("limited_request_mode", False)
+        token_limit = int(agent.get("token_limit", settings.DEFAULT_AGENT_LIMITS["token_limit"]))
+        request_limit = int(agent.get("request_limit", settings.DEFAULT_AGENT_LIMITS["request_limit"]))
+
+        token_usage_collection = self.db["token_usage"]
+
+        end_date = datetime.datetime.now()
+        start_date = end_date - datetime.timedelta(hours=24)
+
+        match_query = {
+            "timestamp": {"$gte": start_date, "$lte": end_date},
+            "api_key": api_key
+        }
+        
+        if limited_token_mode:
+            token_pipeline = [
+                {"$match": match_query},
+                {
+                    "$group": {
+                        "_id": None,
+                        "total_tokens": {"$sum": {"$add": ["$prompt_tokens", "$generated_tokens"]}}
+                    }
+                }
+            ]
+            token_result = list(token_usage_collection.aggregate(token_pipeline))
+            daily_token_usage = token_result[0]["total_tokens"] if token_result else 0
+        else:
+            daily_token_usage = 0
+
+        if limited_request_mode:
+            daily_request_usage = token_usage_collection.count_documents(match_query)
+        else:
+            daily_request_usage = 0
+
+        if not limited_token_mode and not limited_request_mode:
+            return None
+        elif limited_token_mode and token_limit > daily_token_usage:
+            return None
+        elif limited_request_mode and request_limit > daily_request_usage:
+            return None
+
+        return make_response(
+            jsonify(
+                {
+                    "success": False,
+                    "message": "Exceeding usage limit, please try again later."
+                }
+            ),
+            429, # too many requests
+        )
+
     def complete_stream(
         self,
         question: str,
@@ -193,6 +276,43 @@ class BaseAnswerResource:
 
             data = json.dumps({"type": "end"})
             yield f"data: {data}\n\n"
+        except GeneratorExit:
+            # Client aborted the connection
+            logger.info(
+                f"Stream aborted by client for question: {question[:50]}... "
+            )
+            # Save partial response to database before exiting
+            if should_save_conversation and response_full:
+                try:
+                    if isNoneDoc:
+                        for doc in source_log_docs:
+                            doc["source"] = "None"
+                    llm = LLMCreator.create_llm(
+                        settings.LLM_PROVIDER,
+                        api_key=settings.API_KEY,
+                        user_api_key=user_api_key,
+                        decoded_token=decoded_token,
+                    )
+                    self.conversation_service.save_conversation(
+                        conversation_id,
+                        question,
+                        response_full,
+                        thought,
+                        source_log_docs,
+                        tool_calls,
+                        llm,
+                        self.gpt_model,
+                        decoded_token,
+                        index=index,
+                        api_key=user_api_key,
+                        agent_id=agent_id,
+                        is_shared_usage=is_shared_usage,
+                        shared_token=shared_token,
+                        attachment_ids=attachment_ids,
+                    )
+                except Exception as e:
+                    logger.error(f"Error saving partial response: {str(e)}", exc_info=True)
+            raise
         except Exception as e:
             logger.error(f"Error in stream: {str(e)}", exc_info=True)
             data = json.dumps(

application/api/answer/routes/stream.py

@@ -76,6 +76,9 @@ class StreamResource(Resource, BaseAnswerResource):
             agent = processor.create_agent()
             retriever = processor.create_retriever()
 
+            if error := self.check_usage(processor.agent_config):
+                return error
+
             return Response(
                 self.complete_stream(
                     question=data["question"],

application/api/connector/routes.py

@@ -23,15 +23,9 @@ from application.core.settings import settings
 from application.api import api
 
 
-from application.utils import (
-    check_required_fields
-)
-
-
 from application.parser.connectors.connector_creator import ConnectorCreator
 
 
-
 mongo = MongoDB.get_client()
 db = mongo[settings.MONGO_DB_NAME]
 sources_collection = db["sources"]
@@ -43,185 +37,6 @@ api.add_namespace(connectors_ns)
 
 
 
-@connectors_ns.route("/api/connectors/upload")
-class UploadConnector(Resource):
-    @api.expect(
-        api.model(
-            "ConnectorUploadModel",
-            {
-                "user": fields.String(required=True, description="User ID"),
-                "source": fields.String(
-                    required=True, description="Source type (google_drive, github, etc.)"
-                ),
-                "name": fields.String(required=True, description="Job name"),
-                "data": fields.String(required=True, description="Configuration data"),
-                "repo_url": fields.String(description="GitHub repository URL"),
-            },
-        )
-    )
-    @api.doc(
-        description="Uploads connector source for vectorization",
-    )
-    def post(self):
-        decoded_token = request.decoded_token
-        if not decoded_token:
-            return make_response(jsonify({"success": False}), 401)
-        data = request.form
-        required_fields = ["user", "source", "name", "data"]
-        missing_fields = check_required_fields(data, required_fields)
-        if missing_fields:
-            return missing_fields
-        try:
-            config = json.loads(data["data"])
-            source_data = None
-            sync_frequency = config.get("sync_frequency", "never")
-
-            if data["source"] == "github":
-                source_data = config.get("repo_url")
-            elif data["source"] in ["crawler", "url"]:
-                source_data = config.get("url")
-            elif data["source"] == "reddit":
-                source_data = config
-            elif data["source"] in ConnectorCreator.get_supported_connectors():
-                session_token = config.get("session_token")
-                if not session_token:
-                    return make_response(jsonify({
-                        "success": False,
-                        "error": f"Missing session_token in {data['source']} configuration"
-                    }), 400)
-
-                file_ids = config.get("file_ids", [])
-                if isinstance(file_ids, str):
-                    file_ids = [id.strip() for id in file_ids.split(',') if id.strip()]
-                elif not isinstance(file_ids, list):
-                    file_ids = []
-
-                folder_ids = config.get("folder_ids", [])
-                if isinstance(folder_ids, str):
-                    folder_ids = [id.strip() for id in folder_ids.split(',') if id.strip()]
-                elif not isinstance(folder_ids, list):
-                    folder_ids = []
-
-                config["file_ids"] = file_ids
-                config["folder_ids"] = folder_ids
-
-                task = ingest_connector_task.delay(
-                    job_name=data["name"],
-                    user=decoded_token.get("sub"),
-                    source_type=data["source"],
-                    session_token=session_token,
-                    file_ids=file_ids,
-                    folder_ids=folder_ids,
-                    recursive=config.get("recursive", False),
-                    retriever=config.get("retriever", "classic"),
-                    sync_frequency=sync_frequency
-                )
-                return make_response(jsonify({"success": True, "task_id": task.id}), 200)
-            task = ingest_connector_task.delay(
-                source_data=source_data,
-                job_name=data["name"],
-                user=decoded_token.get("sub"),
-                loader=data["source"],
-                sync_frequency=sync_frequency
-            )
-        except Exception as err:
-            current_app.logger.error(
-                f"Error uploading connector source: {err}", exc_info=True
-            )
-            return make_response(jsonify({"success": False}), 400)
-        return make_response(jsonify({"success": True, "task_id": task.id}), 200)
-
-
-@connectors_ns.route("/api/connectors/task_status")
-class ConnectorTaskStatus(Resource):
-    task_status_model = api.model(
-        "ConnectorTaskStatusModel",
-        {"task_id": fields.String(required=True, description="Task ID")},
-    )
-
-    @api.expect(task_status_model)
-    @api.doc(description="Get connector task status")
-    def get(self):
-        task_id = request.args.get("task_id")
-        if not task_id:
-            return make_response(
-                jsonify({"success": False, "message": "Task ID is required"}), 400
-            )
-        try:
-            from application.celery_init import celery
-
-            task = celery.AsyncResult(task_id)
-            task_meta = task.info
-            print(f"Task status: {task.status}")
-            if not isinstance(
-                task_meta, (dict, list, str, int, float, bool, type(None))
-            ):
-                task_meta = str(task_meta)
-        except Exception as err:
-            current_app.logger.error(f"Error getting task status: {err}", exc_info=True)
-            return make_response(jsonify({"success": False}), 400)
-        return make_response(jsonify({"status": task.status, "result": task_meta}), 200)
-
-
-@connectors_ns.route("/api/connectors/sources")
-class ConnectorSources(Resource):
-    @api.doc(description="Get connector sources")
-    def get(self):
-        decoded_token = request.decoded_token
-        if not decoded_token:
-            return make_response(jsonify({"success": False}), 401)
-        user = decoded_token.get("sub")
-        try:
-            sources = sources_collection.find({"user": user, "type": "connector:file"}).sort("date", -1)
-            connector_sources = []
-            for source in sources:
-                connector_sources.append({
-                    "id": str(source["_id"]),
-                    "name": source.get("name"),
-                    "date": source.get("date"),
-                    "type": source.get("type"),
-                    "source": source.get("source"),
-                    "tokens": source.get("tokens", ""),
-                    "retriever": source.get("retriever", "classic"),
-                    "syncFrequency": source.get("sync_frequency", ""),
-                })
-        except Exception as err:
-            current_app.logger.error(f"Error retrieving connector sources: {err}", exc_info=True)
-            return make_response(jsonify({"success": False}), 400)
-        return make_response(jsonify(connector_sources), 200)
-
-
-@connectors_ns.route("/api/connectors/delete")
-class DeleteConnectorSource(Resource):
-    @api.doc(
-        description="Delete a connector source",
-        params={"source_id": "The source ID to delete"},
-    )
-    def delete(self):
-        decoded_token = request.decoded_token
-        if not decoded_token:
-            return make_response(jsonify({"success": False}), 401)
-        source_id = request.args.get("source_id")
-        if not source_id:
-            return make_response(
-                jsonify({"success": False, "message": "source_id is required"}), 400
-            )
-        try:
-            result = sources_collection.delete_one(
-                {"_id": ObjectId(source_id), "user": decoded_token.get("sub")}
-            )
-            if result.deleted_count == 0:
-                return make_response(
-                    jsonify({"success": False, "message": "Source not found"}), 404
-                )
-        except Exception as err:
-            current_app.logger.error(
-                f"Error deleting connector source: {err}", exc_info=True
-            )
-            return make_response(jsonify({"success": False}), 400)
-        return make_response(jsonify({"success": True}), 200)
-
-
 @connectors_ns.route("/api/connectors/auth")
 class ConnectorAuth(Resource):
     @api.doc(description="Get connector OAuth authorization URL", params={"provider": "Connector provider (e.g., google_drive)"})
@@ -298,10 +113,14 @@ class ConnectorsCallback(Resource):
                 session_token = str(uuid.uuid4())
 
                 try:
-                    credentials = auth.create_credentials_from_token_info(token_info)
-                    service = auth.build_drive_service(credentials)
-                    user_info = service.about().get(fields="user").execute()
-                    user_email = user_info.get('user', {}).get('emailAddress', 'Connected User')
+                    if provider == "google_drive":
+                        credentials = auth.create_credentials_from_token_info(token_info)
+                        service = auth.build_drive_service(credentials)
+                        user_info = service.about().get(fields="user").execute()
+                        user_email = user_info.get('user', {}).get('emailAddress', 'Connected User')
+                    else:
+                        user_email = token_info.get('user_info', {}).get('email', 'Connected User')
+
                 except Exception as e:
                     current_app.logger.warning(f"Could not get user info: {e}")
                     user_email = 'Connected User'
@@ -337,27 +156,6 @@ class ConnectorsCallback(Resource):
             return redirect("/api/connectors/callback-status?status=error&message=Authentication+failed.+Please+try+again+and+make+sure+to+grant+all+requested+permissions.")
 
 
-@connectors_ns.route("/api/connectors/refresh")
-class ConnectorRefresh(Resource):
-    @api.expect(api.model("ConnectorRefreshModel", {"provider": fields.String(required=True), "refresh_token": fields.String(required=True)}))
-    @api.doc(description="Refresh connector access token")
-    def post(self):
-        try:
-            data = request.get_json()
-            provider = data.get('provider')
-            refresh_token = data.get('refresh_token')
-
-            if not provider or not refresh_token:
-                return make_response(jsonify({"success": False, "error": "provider and refresh_token are required"}), 400)
-
-            auth = ConnectorCreator.create_auth(provider)
-            token_info = auth.refresh_access_token(refresh_token)
-            return make_response(jsonify({"success": True, "token_info": token_info}), 200)
-        except Exception as e:
-            current_app.logger.error(f"Error refreshing token for connector: {e}")
-            return make_response(jsonify({"success": False, "error": str(e)}), 500)
-
-
 @connectors_ns.route("/api/connectors/files")
 class ConnectorFiles(Resource):
     @api.expect(api.model("ConnectorFilesModel", {

application/api/user/__init__.py

@@ -0,0 +1,5 @@
+"""User API module - provides all user-related API endpoints"""
+
+from .routes import user
+
+__all__ = ["user"]

application/api/user/agents/__init__.py

@@ -0,0 +1,7 @@
+"""Agents module."""
+
+from .routes import agents_ns
+from .sharing import agents_sharing_ns
+from .webhooks import agents_webhooks_ns
+
+__all__ = ["agents_ns", "agents_sharing_ns", "agents_webhooks_ns"]

application/api/user/agents/sharing.py

@@ -0,0 +1,263 @@
+"""Agent management sharing functionality."""
+
+import datetime
+import secrets
+
+from bson import DBRef
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, request
+from flask_restx import fields, Namespace, Resource
+
+from application.api import api
+from application.core.settings import settings
+from application.api.user.base import (
+    agents_collection,
+    db,
+    ensure_user_doc,
+    resolve_tool_details,
+    user_tools_collection,
+    users_collection,
+)
+from application.utils import generate_image_url
+
+agents_sharing_ns = Namespace(
+    "agents", description="Agent management operations", path="/api"
+)
+
+
+@agents_sharing_ns.route("/shared_agent")
+class SharedAgent(Resource):
+    @api.doc(
+        params={
+            "token": "Shared token of the agent",
+        },
+        description="Get a shared agent by token or ID",
+    )
+    def get(self):
+        shared_token = request.args.get("token")
+
+        if not shared_token:
+            return make_response(
+                jsonify({"success": False, "message": "Token or ID is required"}), 400
+            )
+        try:
+            query = {
+                "shared_publicly": True,
+                "shared_token": shared_token,
+            }
+            shared_agent = agents_collection.find_one(query)
+            if not shared_agent:
+                return make_response(
+                    jsonify({"success": False, "message": "Shared agent not found"}),
+                    404,
+                )
+            agent_id = str(shared_agent["_id"])
+            data = {
+                "id": agent_id,
+                "user": shared_agent.get("user", ""),
+                "name": shared_agent.get("name", ""),
+                "image": (
+                    generate_image_url(shared_agent["image"])
+                    if shared_agent.get("image")
+                    else ""
+                ),
+                "description": shared_agent.get("description", ""),
+                "source": (
+                    str(source_doc["_id"])
+                    if isinstance(shared_agent.get("source"), DBRef)
+                    and (source_doc := db.dereference(shared_agent.get("source")))
+                    else ""
+                ),
+                "chunks": shared_agent.get("chunks", "0"),
+                "retriever": shared_agent.get("retriever", "classic"),
+                "prompt_id": shared_agent.get("prompt_id", "default"),
+                "tools": shared_agent.get("tools", []),
+                "tool_details": resolve_tool_details(shared_agent.get("tools", [])),
+                "agent_type": shared_agent.get("agent_type", ""),
+                "status": shared_agent.get("status", ""),
+                "json_schema": shared_agent.get("json_schema"),
+                "limited_token_mode": shared_agent.get("limited_token_mode", False),
+                "token_limit": shared_agent.get("token_limit", settings.DEFAULT_AGENT_LIMITS["token_limit"]),
+                "limited_request_mode": shared_agent.get("limited_request_mode", False),
+                "request_limit": shared_agent.get("request_limit", settings.DEFAULT_AGENT_LIMITS["request_limit"]),
+                "created_at": shared_agent.get("createdAt", ""),
+                "updated_at": shared_agent.get("updatedAt", ""),
+                "shared": shared_agent.get("shared_publicly", False),
+                "shared_token": shared_agent.get("shared_token", ""),
+                "shared_metadata": shared_agent.get("shared_metadata", {}),
+            }
+
+            if data["tools"]:
+                enriched_tools = []
+                for tool in data["tools"]:
+                    tool_data = user_tools_collection.find_one({"_id": ObjectId(tool)})
+                    if tool_data:
+                        enriched_tools.append(tool_data.get("name", ""))
+                data["tools"] = enriched_tools
+            decoded_token = getattr(request, "decoded_token", None)
+            if decoded_token:
+                user_id = decoded_token.get("sub")
+                owner_id = shared_agent.get("user")
+
+                if user_id != owner_id:
+                    ensure_user_doc(user_id)
+                    users_collection.update_one(
+                        {"user_id": user_id},
+                        {"$addToSet": {"agent_preferences.shared_with_me": agent_id}},
+                    )
+            return make_response(jsonify(data), 200)
+        except Exception as err:
+            current_app.logger.error(f"Error retrieving shared agent: {err}")
+            return make_response(jsonify({"success": False}), 400)
+
+
+@agents_sharing_ns.route("/shared_agents")
+class SharedAgents(Resource):
+    @api.doc(description="Get shared agents explicitly shared with the user")
+    def get(self):
+        try:
+            decoded_token = request.decoded_token
+            if not decoded_token:
+                return make_response(jsonify({"success": False}), 401)
+            user_id = decoded_token.get("sub")
+
+            user_doc = ensure_user_doc(user_id)
+            shared_with_ids = user_doc.get("agent_preferences", {}).get(
+                "shared_with_me", []
+            )
+            shared_object_ids = [ObjectId(id) for id in shared_with_ids]
+
+            shared_agents_cursor = agents_collection.find(
+                {"_id": {"$in": shared_object_ids}, "shared_publicly": True}
+            )
+            shared_agents = list(shared_agents_cursor)
+
+            found_ids_set = {str(agent["_id"]) for agent in shared_agents}
+            stale_ids = [id for id in shared_with_ids if id not in found_ids_set]
+            if stale_ids:
+                users_collection.update_one(
+                    {"user_id": user_id},
+                    {"$pullAll": {"agent_preferences.shared_with_me": stale_ids}},
+                )
+            pinned_ids = set(user_doc.get("agent_preferences", {}).get("pinned", []))
+
+            list_shared_agents = [
+                {
+                    "id": str(agent["_id"]),
+                    "name": agent.get("name", ""),
+                    "description": agent.get("description", ""),
+                    "image": (
+                        generate_image_url(agent["image"]) if agent.get("image") else ""
+                    ),
+                    "tools": agent.get("tools", []),
+                    "tool_details": resolve_tool_details(agent.get("tools", [])),
+                    "agent_type": agent.get("agent_type", ""),
+                    "status": agent.get("status", ""),
+                    "json_schema": agent.get("json_schema"),
+                    "limited_token_mode": agent.get("limited_token_mode", False),
+                    "token_limit": agent.get("token_limit", settings.DEFAULT_AGENT_LIMITS["token_limit"]),
+                    "limited_request_mode": agent.get("limited_request_mode", False),
+                    "request_limit": agent.get("request_limit", settings.DEFAULT_AGENT_LIMITS["request_limit"]),
+                    "created_at": agent.get("createdAt", ""),
+                    "updated_at": agent.get("updatedAt", ""),
+                    "pinned": str(agent["_id"]) in pinned_ids,
+                    "shared": agent.get("shared_publicly", False),
+                    "shared_token": agent.get("shared_token", ""),
+                    "shared_metadata": agent.get("shared_metadata", {}),
+                }
+                for agent in shared_agents
+            ]
+
+            return make_response(jsonify(list_shared_agents), 200)
+        except Exception as err:
+            current_app.logger.error(f"Error retrieving shared agents: {err}")
+            return make_response(jsonify({"success": False}), 400)
+
+
+@agents_sharing_ns.route("/share_agent")
+class ShareAgent(Resource):
+    @api.expect(
+        api.model(
+            "ShareAgentModel",
+            {
+                "id": fields.String(required=True, description="ID of the agent"),
+                "shared": fields.Boolean(
+                    required=True, description="Share or unshare the agent"
+                ),
+                "username": fields.String(
+                    required=False, description="Name of the user"
+                ),
+            },
+        )
+    )
+    @api.doc(description="Share or unshare an agent")
+    def put(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+
+        data = request.get_json()
+        if not data:
+            return make_response(
+                jsonify({"success": False, "message": "Missing JSON body"}), 400
+            )
+        agent_id = data.get("id")
+        shared = data.get("shared")
+        username = data.get("username", "")
+
+        if not agent_id:
+            return make_response(
+                jsonify({"success": False, "message": "ID is required"}), 400
+            )
+        if shared is None:
+            return make_response(
+                jsonify(
+                    {
+                        "success": False,
+                        "message": "Shared parameter is required and must be true or false",
+                    }
+                ),
+                400,
+            )
+        try:
+            try:
+                agent_oid = ObjectId(agent_id)
+            except Exception:
+                return make_response(
+                    jsonify({"success": False, "message": "Invalid agent ID"}), 400
+                )
+            agent = agents_collection.find_one({"_id": agent_oid, "user": user})
+            if not agent:
+                return make_response(
+                    jsonify({"success": False, "message": "Agent not found"}), 404
+                )
+            if shared:
+                shared_metadata = {
+                    "shared_by": username,
+                    "shared_at": datetime.datetime.now(datetime.timezone.utc),
+                }
+                shared_token = secrets.token_urlsafe(32)
+                agents_collection.update_one(
+                    {"_id": agent_oid, "user": user},
+                    {
+                        "$set": {
+                            "shared_publicly": shared,
+                            "shared_metadata": shared_metadata,
+                            "shared_token": shared_token,
+                        }
+                    },
+                )
+            else:
+                agents_collection.update_one(
+                    {"_id": agent_oid, "user": user},
+                    {"$set": {"shared_publicly": shared, "shared_token": None}},
+                    {"$unset": {"shared_metadata": ""}},
+                )
+        except Exception as err:
+            current_app.logger.error(f"Error sharing/unsharing agent: {err}")
+            return make_response(jsonify({"success": False, "error": str(err)}), 400)
+        shared_token = shared_token if shared else None
+        return make_response(
+            jsonify({"success": True, "shared_token": shared_token}), 200
+        )

application/api/user/agents/webhooks.py

@@ -0,0 +1,119 @@
+"""Agent management webhook handlers."""
+
+import secrets
+
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, request
+from flask_restx import Namespace, Resource
+
+from application.api import api
+from application.api.user.base import agents_collection, require_agent
+from application.api.user.tasks import process_agent_webhook
+from application.core.settings import settings
+
+
+agents_webhooks_ns = Namespace(
+    "agents", description="Agent management operations", path="/api"
+)
+
+
+@agents_webhooks_ns.route("/agent_webhook")
+class AgentWebhook(Resource):
+    @api.doc(
+        params={"id": "ID of the agent"},
+        description="Generate webhook URL for the agent",
+    )
+    def get(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        agent_id = request.args.get("id")
+        if not agent_id:
+            return make_response(
+                jsonify({"success": False, "message": "ID is required"}), 400
+            )
+        try:
+            agent = agents_collection.find_one(
+                {"_id": ObjectId(agent_id), "user": user}
+            )
+            if not agent:
+                return make_response(
+                    jsonify({"success": False, "message": "Agent not found"}), 404
+                )
+            webhook_token = agent.get("incoming_webhook_token")
+            if not webhook_token:
+                webhook_token = secrets.token_urlsafe(32)
+                agents_collection.update_one(
+                    {"_id": ObjectId(agent_id), "user": user},
+                    {"$set": {"incoming_webhook_token": webhook_token}},
+                )
+            base_url = settings.API_URL.rstrip("/")
+            full_webhook_url = f"{base_url}/api/webhooks/agents/{webhook_token}"
+        except Exception as err:
+            current_app.logger.error(
+                f"Error generating webhook URL: {err}", exc_info=True
+            )
+            return make_response(
+                jsonify({"success": False, "message": "Error generating webhook URL"}),
+                400,
+            )
+        return make_response(
+            jsonify({"success": True, "webhook_url": full_webhook_url}), 200
+        )
+
+
+@agents_webhooks_ns.route("/webhooks/agents/<string:webhook_token>")
+class AgentWebhookListener(Resource):
+    method_decorators = [require_agent]
+
+    def _enqueue_webhook_task(self, agent_id_str, payload, source_method):
+        if not payload:
+            current_app.logger.warning(
+                f"Webhook ({source_method}) received for agent {agent_id_str} with empty payload."
+            )
+        current_app.logger.info(
+            f"Incoming {source_method} webhook for agent {agent_id_str}. Enqueuing task with payload: {payload}"
+        )
+
+        try:
+            task = process_agent_webhook.delay(
+                agent_id=agent_id_str,
+                payload=payload,
+            )
+            current_app.logger.info(
+                f"Task {task.id} enqueued for agent {agent_id_str} ({source_method})."
+            )
+            return make_response(jsonify({"success": True, "task_id": task.id}), 200)
+        except Exception as err:
+            current_app.logger.error(
+                f"Error enqueuing webhook task ({source_method}) for agent {agent_id_str}: {err}",
+                exc_info=True,
+            )
+            return make_response(
+                jsonify({"success": False, "message": "Error processing webhook"}), 500
+            )
+
+    @api.doc(
+        description="Webhook listener for agent events (POST). Expects JSON payload, which is used to trigger processing.",
+    )
+    def post(self, webhook_token, agent, agent_id_str):
+        payload = request.get_json()
+        if payload is None:
+            return make_response(
+                jsonify(
+                    {
+                        "success": False,
+                        "message": "Invalid or missing JSON data in request body",
+                    }
+                ),
+                400,
+            )
+        return self._enqueue_webhook_task(agent_id_str, payload, source_method="POST")
+
+    @api.doc(
+        description="Webhook listener for agent events (GET). Uses URL query parameters as payload to trigger processing.",
+    )
+    def get(self, webhook_token, agent, agent_id_str):
+        payload = request.args.to_dict(flat=True)
+        return self._enqueue_webhook_task(agent_id_str, payload, source_method="GET")

application/api/user/analytics/__init__.py

@@ -0,0 +1,5 @@
+"""Analytics module."""
+
+from .routes import analytics_ns
+
+__all__ = ["analytics_ns"]

application/api/user/analytics/routes.py

@@ -0,0 +1,540 @@
+"""Analytics and reporting routes."""
+
+import datetime
+
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, request
+from flask_restx import fields, Namespace, Resource
+
+from application.api import api
+from application.api.user.base import (
+    agents_collection,
+    conversations_collection,
+    generate_date_range,
+    generate_hourly_range,
+    generate_minute_range,
+    token_usage_collection,
+    user_logs_collection,
+)
+
+analytics_ns = Namespace(
+    "analytics", description="Analytics and reporting operations", path="/api"
+)
+
+
+@analytics_ns.route("/get_message_analytics")
+class GetMessageAnalytics(Resource):
+    get_message_analytics_model = api.model(
+        "GetMessageAnalyticsModel",
+        {
+            "api_key_id": fields.String(required=False, description="API Key ID"),
+            "filter_option": fields.String(
+                required=False,
+                description="Filter option for analytics",
+                default="last_30_days",
+                enum=[
+                    "last_hour",
+                    "last_24_hour",
+                    "last_7_days",
+                    "last_15_days",
+                    "last_30_days",
+                ],
+            ),
+        },
+    )
+
+    @api.expect(get_message_analytics_model)
+    @api.doc(description="Get message analytics based on filter option")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        api_key_id = data.get("api_key_id")
+        filter_option = data.get("filter_option", "last_30_days")
+
+        try:
+            api_key = (
+                agents_collection.find_one({"_id": ObjectId(api_key_id), "user": user})[
+                    "key"
+                ]
+                if api_key_id
+                else None
+            )
+        except Exception as err:
+            current_app.logger.error(f"Error getting API key: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        end_date = datetime.datetime.now(datetime.timezone.utc)
+
+        if filter_option == "last_hour":
+            start_date = end_date - datetime.timedelta(hours=1)
+            group_format = "%Y-%m-%d %H:%M:00"
+        elif filter_option == "last_24_hour":
+            start_date = end_date - datetime.timedelta(hours=24)
+            group_format = "%Y-%m-%d %H:00"
+        else:
+            if filter_option in ["last_7_days", "last_15_days", "last_30_days"]:
+                filter_days = (
+                    6
+                    if filter_option == "last_7_days"
+                    else 14 if filter_option == "last_15_days" else 29
+                )
+            else:
+                return make_response(
+                    jsonify({"success": False, "message": "Invalid option"}), 400
+                )
+            start_date = end_date - datetime.timedelta(days=filter_days)
+            start_date = start_date.replace(hour=0, minute=0, second=0, microsecond=0)
+            end_date = end_date.replace(
+                hour=23, minute=59, second=59, microsecond=999999
+            )
+            group_format = "%Y-%m-%d"
+        try:
+            match_stage = {
+                "$match": {
+                    "user": user,
+                }
+            }
+            if api_key:
+                match_stage["$match"]["api_key"] = api_key
+            pipeline = [
+                match_stage,
+                {"$unwind": "$queries"},
+                {
+                    "$match": {
+                        "queries.timestamp": {"$gte": start_date, "$lte": end_date}
+                    }
+                },
+                {
+                    "$group": {
+                        "_id": {
+                            "$dateToString": {
+                                "format": group_format,
+                                "date": "$queries.timestamp",
+                            }
+                        },
+                        "count": {"$sum": 1},
+                    }
+                },
+                {"$sort": {"_id": 1}},
+            ]
+
+            message_data = conversations_collection.aggregate(pipeline)
+
+            if filter_option == "last_hour":
+                intervals = generate_minute_range(start_date, end_date)
+            elif filter_option == "last_24_hour":
+                intervals = generate_hourly_range(start_date, end_date)
+            else:
+                intervals = generate_date_range(start_date, end_date)
+            daily_messages = {interval: 0 for interval in intervals}
+
+            for entry in message_data:
+                daily_messages[entry["_id"]] = entry["count"]
+        except Exception as err:
+            current_app.logger.error(
+                f"Error getting message analytics: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(
+            jsonify({"success": True, "messages": daily_messages}), 200
+        )
+
+
+@analytics_ns.route("/get_token_analytics")
+class GetTokenAnalytics(Resource):
+    get_token_analytics_model = api.model(
+        "GetTokenAnalyticsModel",
+        {
+            "api_key_id": fields.String(required=False, description="API Key ID"),
+            "filter_option": fields.String(
+                required=False,
+                description="Filter option for analytics",
+                default="last_30_days",
+                enum=[
+                    "last_hour",
+                    "last_24_hour",
+                    "last_7_days",
+                    "last_15_days",
+                    "last_30_days",
+                ],
+            ),
+        },
+    )
+
+    @api.expect(get_token_analytics_model)
+    @api.doc(description="Get token analytics data")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        api_key_id = data.get("api_key_id")
+        filter_option = data.get("filter_option", "last_30_days")
+
+        try:
+            api_key = (
+                agents_collection.find_one({"_id": ObjectId(api_key_id), "user": user})[
+                    "key"
+                ]
+                if api_key_id
+                else None
+            )
+        except Exception as err:
+            current_app.logger.error(f"Error getting API key: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        end_date = datetime.datetime.now(datetime.timezone.utc)
+
+        if filter_option == "last_hour":
+            start_date = end_date - datetime.timedelta(hours=1)
+            group_format = "%Y-%m-%d %H:%M:00"
+            group_stage = {
+                "$group": {
+                    "_id": {
+                        "minute": {
+                            "$dateToString": {
+                                "format": group_format,
+                                "date": "$timestamp",
+                            }
+                        }
+                    },
+                    "total_tokens": {
+                        "$sum": {"$add": ["$prompt_tokens", "$generated_tokens"]}
+                    },
+                }
+            }
+        elif filter_option == "last_24_hour":
+            start_date = end_date - datetime.timedelta(hours=24)
+            group_format = "%Y-%m-%d %H:00"
+            group_stage = {
+                "$group": {
+                    "_id": {
+                        "hour": {
+                            "$dateToString": {
+                                "format": group_format,
+                                "date": "$timestamp",
+                            }
+                        }
+                    },
+                    "total_tokens": {
+                        "$sum": {"$add": ["$prompt_tokens", "$generated_tokens"]}
+                    },
+                }
+            }
+        else:
+            if filter_option in ["last_7_days", "last_15_days", "last_30_days"]:
+                filter_days = (
+                    6
+                    if filter_option == "last_7_days"
+                    else (14 if filter_option == "last_15_days" else 29)
+                )
+            else:
+                return make_response(
+                    jsonify({"success": False, "message": "Invalid option"}), 400
+                )
+            start_date = end_date - datetime.timedelta(days=filter_days)
+            start_date = start_date.replace(hour=0, minute=0, second=0, microsecond=0)
+            end_date = end_date.replace(
+                hour=23, minute=59, second=59, microsecond=999999
+            )
+            group_format = "%Y-%m-%d"
+            group_stage = {
+                "$group": {
+                    "_id": {
+                        "day": {
+                            "$dateToString": {
+                                "format": group_format,
+                                "date": "$timestamp",
+                            }
+                        }
+                    },
+                    "total_tokens": {
+                        "$sum": {"$add": ["$prompt_tokens", "$generated_tokens"]}
+                    },
+                }
+            }
+        try:
+            match_stage = {
+                "$match": {
+                    "user_id": user,
+                    "timestamp": {"$gte": start_date, "$lte": end_date},
+                }
+            }
+            if api_key:
+                match_stage["$match"]["api_key"] = api_key
+            token_usage_data = token_usage_collection.aggregate(
+                [
+                    match_stage,
+                    group_stage,
+                    {"$sort": {"_id": 1}},
+                ]
+            )
+
+            if filter_option == "last_hour":
+                intervals = generate_minute_range(start_date, end_date)
+            elif filter_option == "last_24_hour":
+                intervals = generate_hourly_range(start_date, end_date)
+            else:
+                intervals = generate_date_range(start_date, end_date)
+            daily_token_usage = {interval: 0 for interval in intervals}
+
+            for entry in token_usage_data:
+                if filter_option == "last_hour":
+                    daily_token_usage[entry["_id"]["minute"]] = entry["total_tokens"]
+                elif filter_option == "last_24_hour":
+                    daily_token_usage[entry["_id"]["hour"]] = entry["total_tokens"]
+                else:
+                    daily_token_usage[entry["_id"]["day"]] = entry["total_tokens"]
+        except Exception as err:
+            current_app.logger.error(
+                f"Error getting token analytics: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(
+            jsonify({"success": True, "token_usage": daily_token_usage}), 200
+        )
+
+
+@analytics_ns.route("/get_feedback_analytics")
+class GetFeedbackAnalytics(Resource):
+    get_feedback_analytics_model = api.model(
+        "GetFeedbackAnalyticsModel",
+        {
+            "api_key_id": fields.String(required=False, description="API Key ID"),
+            "filter_option": fields.String(
+                required=False,
+                description="Filter option for analytics",
+                default="last_30_days",
+                enum=[
+                    "last_hour",
+                    "last_24_hour",
+                    "last_7_days",
+                    "last_15_days",
+                    "last_30_days",
+                ],
+            ),
+        },
+    )
+
+    @api.expect(get_feedback_analytics_model)
+    @api.doc(description="Get feedback analytics data")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        api_key_id = data.get("api_key_id")
+        filter_option = data.get("filter_option", "last_30_days")
+
+        try:
+            api_key = (
+                agents_collection.find_one({"_id": ObjectId(api_key_id), "user": user})[
+                    "key"
+                ]
+                if api_key_id
+                else None
+            )
+        except Exception as err:
+            current_app.logger.error(f"Error getting API key: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        end_date = datetime.datetime.now(datetime.timezone.utc)
+
+        if filter_option == "last_hour":
+            start_date = end_date - datetime.timedelta(hours=1)
+            group_format = "%Y-%m-%d %H:%M:00"
+            date_field = {
+                "$dateToString": {
+                    "format": group_format,
+                    "date": "$queries.feedback_timestamp",
+                }
+            }
+        elif filter_option == "last_24_hour":
+            start_date = end_date - datetime.timedelta(hours=24)
+            group_format = "%Y-%m-%d %H:00"
+            date_field = {
+                "$dateToString": {
+                    "format": group_format,
+                    "date": "$queries.feedback_timestamp",
+                }
+            }
+        else:
+            if filter_option in ["last_7_days", "last_15_days", "last_30_days"]:
+                filter_days = (
+                    6
+                    if filter_option == "last_7_days"
+                    else (14 if filter_option == "last_15_days" else 29)
+                )
+            else:
+                return make_response(
+                    jsonify({"success": False, "message": "Invalid option"}), 400
+                )
+            start_date = end_date - datetime.timedelta(days=filter_days)
+            start_date = start_date.replace(hour=0, minute=0, second=0, microsecond=0)
+            end_date = end_date.replace(
+                hour=23, minute=59, second=59, microsecond=999999
+            )
+            group_format = "%Y-%m-%d"
+            date_field = {
+                "$dateToString": {
+                    "format": group_format,
+                    "date": "$queries.feedback_timestamp",
+                }
+            }
+        try:
+            match_stage = {
+                "$match": {
+                    "queries.feedback_timestamp": {
+                        "$gte": start_date,
+                        "$lte": end_date,
+                    },
+                    "queries.feedback": {"$exists": True},
+                }
+            }
+            if api_key:
+                match_stage["$match"]["api_key"] = api_key
+            pipeline = [
+                match_stage,
+                {"$unwind": "$queries"},
+                {"$match": {"queries.feedback": {"$exists": True}}},
+                {
+                    "$group": {
+                        "_id": {"time": date_field, "feedback": "$queries.feedback"},
+                        "count": {"$sum": 1},
+                    }
+                },
+                {
+                    "$group": {
+                        "_id": "$_id.time",
+                        "positive": {
+                            "$sum": {
+                                "$cond": [
+                                    {"$eq": ["$_id.feedback", "LIKE"]},
+                                    "$count",
+                                    0,
+                                ]
+                            }
+                        },
+                        "negative": {
+                            "$sum": {
+                                "$cond": [
+                                    {"$eq": ["$_id.feedback", "DISLIKE"]},
+                                    "$count",
+                                    0,
+                                ]
+                            }
+                        },
+                    }
+                },
+                {"$sort": {"_id": 1}},
+            ]
+
+            feedback_data = conversations_collection.aggregate(pipeline)
+
+            if filter_option == "last_hour":
+                intervals = generate_minute_range(start_date, end_date)
+            elif filter_option == "last_24_hour":
+                intervals = generate_hourly_range(start_date, end_date)
+            else:
+                intervals = generate_date_range(start_date, end_date)
+            daily_feedback = {
+                interval: {"positive": 0, "negative": 0} for interval in intervals
+            }
+
+            for entry in feedback_data:
+                daily_feedback[entry["_id"]] = {
+                    "positive": entry["positive"],
+                    "negative": entry["negative"],
+                }
+        except Exception as err:
+            current_app.logger.error(
+                f"Error getting feedback analytics: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(
+            jsonify({"success": True, "feedback": daily_feedback}), 200
+        )
+
+
+@analytics_ns.route("/get_user_logs")
+class GetUserLogs(Resource):
+    get_user_logs_model = api.model(
+        "GetUserLogsModel",
+        {
+            "page": fields.Integer(
+                required=False,
+                description="Page number for pagination",
+                default=1,
+            ),
+            "api_key_id": fields.String(required=False, description="API Key ID"),
+            "page_size": fields.Integer(
+                required=False,
+                description="Number of logs per page",
+                default=10,
+            ),
+        },
+    )
+
+    @api.expect(get_user_logs_model)
+    @api.doc(description="Get user logs with pagination")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        page = int(data.get("page", 1))
+        api_key_id = data.get("api_key_id")
+        page_size = int(data.get("page_size", 10))
+        skip = (page - 1) * page_size
+
+        try:
+            api_key = (
+                agents_collection.find_one({"_id": ObjectId(api_key_id)})["key"]
+                if api_key_id
+                else None
+            )
+        except Exception as err:
+            current_app.logger.error(f"Error getting API key: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        query = {"user": user}
+        if api_key:
+            query = {"api_key": api_key}
+        items_cursor = (
+            user_logs_collection.find(query)
+            .sort("timestamp", -1)
+            .skip(skip)
+            .limit(page_size + 1)
+        )
+        items = list(items_cursor)
+
+        results = [
+            {
+                "id": str(item.get("_id")),
+                "action": item.get("action"),
+                "level": item.get("level"),
+                "user": item.get("user"),
+                "question": item.get("question"),
+                "sources": item.get("sources"),
+                "retriever_params": item.get("retriever_params"),
+                "timestamp": item.get("timestamp"),
+            }
+            for item in items[:page_size]
+        ]
+
+        has_more = len(items) > page_size
+
+        return make_response(
+            jsonify(
+                {
+                    "success": True,
+                    "logs": results,
+                    "page": page,
+                    "page_size": page_size,
+                    "has_more": has_more,
+                }
+            ),
+            200,
+        )

application/api/user/attachments/__init__.py

@@ -0,0 +1,5 @@
+"""Attachments module."""
+
+from .routes import attachments_ns
+
+__all__ = ["attachments_ns"]

application/api/user/attachments/routes.py

@@ -0,0 +1,150 @@
+"""File attachments and media routes."""
+
+import os
+
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, request
+from flask_restx import fields, Namespace, Resource
+
+from application.api import api
+from application.api.user.base import agents_collection, storage
+from application.api.user.tasks import store_attachment
+from application.core.settings import settings
+from application.tts.google_tts import GoogleTTS
+from application.utils import safe_filename
+
+
+attachments_ns = Namespace(
+    "attachments", description="File attachments and media operations", path="/api"
+)
+
+
+@attachments_ns.route("/store_attachment")
+class StoreAttachment(Resource):
+    @api.expect(
+        api.model(
+            "AttachmentModel",
+            {
+                "file": fields.Raw(required=True, description="File to upload"),
+                "api_key": fields.String(
+                    required=False, description="API key (optional)"
+                ),
+            },
+        )
+    )
+    @api.doc(
+        description="Stores a single attachment without vectorization or training. Supports user or API key authentication."
+    )
+    def post(self):
+        decoded_token = getattr(request, "decoded_token", None)
+        api_key = request.form.get("api_key") or request.args.get("api_key")
+        file = request.files.get("file")
+
+        if not file or file.filename == "":
+            return make_response(
+                jsonify({"status": "error", "message": "Missing file"}),
+                400,
+            )
+        user = None
+        if decoded_token:
+            user = safe_filename(decoded_token.get("sub"))
+        elif api_key:
+            agent = agents_collection.find_one({"key": api_key})
+            if not agent:
+                return make_response(
+                    jsonify({"success": False, "message": "Invalid API key"}), 401
+                )
+            user = safe_filename(agent.get("user"))
+        else:
+            return make_response(
+                jsonify({"success": False, "message": "Authentication required"}), 401
+            )
+        try:
+            attachment_id = ObjectId()
+            original_filename = safe_filename(os.path.basename(file.filename))
+            relative_path = f"{settings.UPLOAD_FOLDER}/{user}/attachments/{str(attachment_id)}/{original_filename}"
+
+            metadata = storage.save_file(file, relative_path)
+
+            file_info = {
+                "filename": original_filename,
+                "attachment_id": str(attachment_id),
+                "path": relative_path,
+                "metadata": metadata,
+            }
+
+            task = store_attachment.delay(file_info, user)
+
+            return make_response(
+                jsonify(
+                    {
+                        "success": True,
+                        "task_id": task.id,
+                        "message": "File uploaded successfully. Processing started.",
+                    }
+                ),
+                200,
+            )
+        except Exception as err:
+            current_app.logger.error(f"Error storing attachment: {err}", exc_info=True)
+            return make_response(jsonify({"success": False, "error": str(err)}), 400)
+
+
+@attachments_ns.route("/images/<path:image_path>")
+class ServeImage(Resource):
+    @api.doc(description="Serve an image from storage")
+    def get(self, image_path):
+        try:
+            file_obj = storage.get_file(image_path)
+            extension = image_path.split(".")[-1].lower()
+            content_type = f"image/{extension}"
+            if extension == "jpg":
+                content_type = "image/jpeg"
+            response = make_response(file_obj.read())
+            response.headers.set("Content-Type", content_type)
+            response.headers.set("Cache-Control", "max-age=86400")
+
+            return response
+        except FileNotFoundError:
+            return make_response(
+                jsonify({"success": False, "message": "Image not found"}), 404
+            )
+        except Exception as e:
+            current_app.logger.error(f"Error serving image: {e}")
+            return make_response(
+                jsonify({"success": False, "message": "Error retrieving image"}), 500
+            )
+
+
+@attachments_ns.route("/tts")
+class TextToSpeech(Resource):
+    tts_model = api.model(
+        "TextToSpeechModel",
+        {
+            "text": fields.String(
+                required=True, description="Text to be synthesized as audio"
+            ),
+        },
+    )
+
+    @api.expect(tts_model)
+    @api.doc(description="Synthesize audio speech from text")
+    def post(self):
+        data = request.get_json()
+        text = data["text"]
+        try:
+            tts_instance = GoogleTTS()
+            audio_base64, detected_language = tts_instance.text_to_speech(text)
+            return make_response(
+                jsonify(
+                    {
+                        "success": True,
+                        "audio_base64": audio_base64,
+                        "lang": detected_language,
+                    }
+                ),
+                200,
+            )
+        except Exception as err:
+            current_app.logger.error(f"Error synthesizing audio: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)

application/api/user/base.py

@@ -0,0 +1,222 @@
+"""
+Shared utilities, database connections, and helper functions for user API routes.
+"""
+
+import datetime
+import os
+import uuid
+from functools import wraps
+from typing import Optional, Tuple
+
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, Response
+from pymongo import ReturnDocument
+from werkzeug.utils import secure_filename
+
+from application.core.mongo_db import MongoDB
+from application.core.settings import settings
+from application.storage.storage_creator import StorageCreator
+from application.vectorstore.vector_creator import VectorCreator
+
+
+storage = StorageCreator.get_storage()
+
+
+mongo = MongoDB.get_client()
+db = mongo[settings.MONGO_DB_NAME]
+
+
+conversations_collection = db["conversations"]
+sources_collection = db["sources"]
+prompts_collection = db["prompts"]
+feedback_collection = db["feedback"]
+agents_collection = db["agents"]
+token_usage_collection = db["token_usage"]
+shared_conversations_collections = db["shared_conversations"]
+users_collection = db["users"]
+user_logs_collection = db["user_logs"]
+user_tools_collection = db["user_tools"]
+attachments_collection = db["attachments"]
+
+
+try:
+    agents_collection.create_index(
+        [("shared", 1)],
+        name="shared_index",
+        background=True,
+    )
+    users_collection.create_index("user_id", unique=True)
+except Exception as e:
+    print("Error creating indexes:", e)
+current_dir = os.path.dirname(
+    os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
+)
+
+
+def generate_minute_range(start_date, end_date):
+    """Generate a dictionary with minute-level time ranges."""
+    return {
+        (start_date + datetime.timedelta(minutes=i)).strftime("%Y-%m-%d %H:%M:00"): 0
+        for i in range(int((end_date - start_date).total_seconds() // 60) + 1)
+    }
+
+
+def generate_hourly_range(start_date, end_date):
+    """Generate a dictionary with hourly time ranges."""
+    return {
+        (start_date + datetime.timedelta(hours=i)).strftime("%Y-%m-%d %H:00"): 0
+        for i in range(int((end_date - start_date).total_seconds() // 3600) + 1)
+    }
+
+
+def generate_date_range(start_date, end_date):
+    """Generate a dictionary with daily date ranges."""
+    return {
+        (start_date + datetime.timedelta(days=i)).strftime("%Y-%m-%d"): 0
+        for i in range((end_date - start_date).days + 1)
+    }
+
+
+def ensure_user_doc(user_id):
+    """
+    Ensure user document exists with proper agent preferences structure.
+
+    Args:
+        user_id: The user ID to ensure
+
+    Returns:
+        The user document
+    """
+    default_prefs = {
+        "pinned": [],
+        "shared_with_me": [],
+    }
+
+    user_doc = users_collection.find_one_and_update(
+        {"user_id": user_id},
+        {"$setOnInsert": {"agent_preferences": default_prefs}},
+        upsert=True,
+        return_document=ReturnDocument.AFTER,
+    )
+
+    prefs = user_doc.get("agent_preferences", {})
+    updates = {}
+    if "pinned" not in prefs:
+        updates["agent_preferences.pinned"] = []
+    if "shared_with_me" not in prefs:
+        updates["agent_preferences.shared_with_me"] = []
+    if updates:
+        users_collection.update_one({"user_id": user_id}, {"$set": updates})
+        user_doc = users_collection.find_one({"user_id": user_id})
+    return user_doc
+
+
+def resolve_tool_details(tool_ids):
+    """
+    Resolve tool IDs to their details.
+
+    Args:
+        tool_ids: List of tool IDs
+
+    Returns:
+        List of tool details with id, name, and display_name
+    """
+    tools = user_tools_collection.find(
+        {"_id": {"$in": [ObjectId(tid) for tid in tool_ids]}}
+    )
+    return [
+        {
+            "id": str(tool["_id"]),
+            "name": tool.get("name", ""),
+            "display_name": tool.get("displayName", tool.get("name", "")),
+        }
+        for tool in tools
+    ]
+
+
+def get_vector_store(source_id):
+    """
+    Get the Vector Store for a given source ID.
+
+    Args:
+        source_id (str): source id of the document
+
+    Returns:
+        Vector store instance
+    """
+    store = VectorCreator.create_vectorstore(
+        settings.VECTOR_STORE,
+        source_id=source_id,
+        embeddings_key=os.getenv("EMBEDDINGS_KEY"),
+    )
+    return store
+
+
+def handle_image_upload(
+    request, existing_url: str, user: str, storage, base_path: str = "attachments/"
+) -> Tuple[str, Optional[Response]]:
+    """
+    Handle image file upload from request.
+
+    Args:
+        request: Flask request object
+        existing_url: Existing image URL (fallback)
+        user: User ID
+        storage: Storage instance
+        base_path: Base path for upload
+
+    Returns:
+        Tuple of (image_url, error_response)
+    """
+    image_url = existing_url
+
+    if "image" in request.files:
+        file = request.files["image"]
+        if file.filename != "":
+            filename = secure_filename(file.filename)
+            upload_path = f"{settings.UPLOAD_FOLDER.rstrip('/')}/{user}/{base_path.rstrip('/')}/{uuid.uuid4()}_{filename}"
+            try:
+                storage.save_file(file, upload_path, storage_class="STANDARD")
+                image_url = upload_path
+            except Exception as e:
+                current_app.logger.error(f"Error uploading image: {e}")
+                return None, make_response(
+                    jsonify({"success": False, "message": "Image upload failed"}),
+                    400,
+                )
+    return image_url, None
+
+
+def require_agent(func):
+    """
+    Decorator to require valid agent webhook token.
+
+    Args:
+        func: Function to decorate
+
+    Returns:
+        Wrapped function
+    """
+
+    @wraps(func)
+    def wrapper(*args, **kwargs):
+        webhook_token = kwargs.get("webhook_token")
+        if not webhook_token:
+            return make_response(
+                jsonify({"success": False, "message": "Webhook token missing"}), 400
+            )
+        agent = agents_collection.find_one(
+            {"incoming_webhook_token": webhook_token}, {"_id": 1}
+        )
+        if not agent:
+            current_app.logger.warning(
+                f"Webhook attempt with invalid token: {webhook_token}"
+            )
+            return make_response(
+                jsonify({"success": False, "message": "Agent not found"}), 404
+            )
+        kwargs["agent"] = agent
+        kwargs["agent_id_str"] = str(agent["_id"])
+        return func(*args, **kwargs)
+
+    return wrapper

application/api/user/conversations/__init__.py

@@ -0,0 +1,5 @@
+"""Conversation management module."""
+
+from .routes import conversations_ns
+
+__all__ = ["conversations_ns"]

application/api/user/conversations/routes.py

@@ -0,0 +1,280 @@
+"""Conversation management routes."""
+
+import datetime
+
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, request
+from flask_restx import fields, Namespace, Resource
+
+from application.api import api
+from application.api.user.base import attachments_collection, conversations_collection
+from application.utils import check_required_fields
+
+conversations_ns = Namespace(
+    "conversations", description="Conversation management operations", path="/api"
+)
+
+
+@conversations_ns.route("/delete_conversation")
+class DeleteConversation(Resource):
+    @api.doc(
+        description="Deletes a conversation by ID",
+        params={"id": "The ID of the conversation to delete"},
+    )
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        conversation_id = request.args.get("id")
+        if not conversation_id:
+            return make_response(
+                jsonify({"success": False, "message": "ID is required"}), 400
+            )
+        try:
+            conversations_collection.delete_one(
+                {"_id": ObjectId(conversation_id), "user": decoded_token["sub"]}
+            )
+        except Exception as err:
+            current_app.logger.error(
+                f"Error deleting conversation: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True}), 200)
+
+
+@conversations_ns.route("/delete_all_conversations")
+class DeleteAllConversations(Resource):
+    @api.doc(
+        description="Deletes all conversations for a specific user",
+    )
+    def get(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user_id = decoded_token.get("sub")
+        try:
+            conversations_collection.delete_many({"user": user_id})
+        except Exception as err:
+            current_app.logger.error(
+                f"Error deleting all conversations: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True}), 200)
+
+
+@conversations_ns.route("/get_conversations")
+class GetConversations(Resource):
+    @api.doc(
+        description="Retrieve a list of the latest 30 conversations (excluding API key conversations)",
+    )
+    def get(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        try:
+            conversations = (
+                conversations_collection.find(
+                    {
+                        "$or": [
+                            {"api_key": {"$exists": False}},
+                            {"agent_id": {"$exists": True}},
+                        ],
+                        "user": decoded_token.get("sub"),
+                    }
+                )
+                .sort("date", -1)
+                .limit(30)
+            )
+
+            list_conversations = [
+                {
+                    "id": str(conversation["_id"]),
+                    "name": conversation["name"],
+                    "agent_id": conversation.get("agent_id", None),
+                    "is_shared_usage": conversation.get("is_shared_usage", False),
+                    "shared_token": conversation.get("shared_token", None),
+                }
+                for conversation in conversations
+            ]
+        except Exception as err:
+            current_app.logger.error(
+                f"Error retrieving conversations: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify(list_conversations), 200)
+
+
+@conversations_ns.route("/get_single_conversation")
+class GetSingleConversation(Resource):
+    @api.doc(
+        description="Retrieve a single conversation by ID",
+        params={"id": "The conversation ID"},
+    )
+    def get(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        conversation_id = request.args.get("id")
+        if not conversation_id:
+            return make_response(
+                jsonify({"success": False, "message": "ID is required"}), 400
+            )
+        try:
+            conversation = conversations_collection.find_one(
+                {"_id": ObjectId(conversation_id), "user": decoded_token.get("sub")}
+            )
+            if not conversation:
+                return make_response(jsonify({"status": "not found"}), 404)
+            # Process queries to include attachment names
+
+            queries = conversation["queries"]
+            for query in queries:
+                if "attachments" in query and query["attachments"]:
+                    attachment_details = []
+                    for attachment_id in query["attachments"]:
+                        try:
+                            attachment = attachments_collection.find_one(
+                                {"_id": ObjectId(attachment_id)}
+                            )
+                            if attachment:
+                                attachment_details.append(
+                                    {
+                                        "id": str(attachment["_id"]),
+                                        "fileName": attachment.get(
+                                            "filename", "Unknown file"
+                                        ),
+                                    }
+                                )
+                        except Exception as e:
+                            current_app.logger.error(
+                                f"Error retrieving attachment {attachment_id}: {e}",
+                                exc_info=True,
+                            )
+                    query["attachments"] = attachment_details
+        except Exception as err:
+            current_app.logger.error(
+                f"Error retrieving conversation: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        data = {
+            "queries": queries,
+            "agent_id": conversation.get("agent_id"),
+            "is_shared_usage": conversation.get("is_shared_usage", False),
+            "shared_token": conversation.get("shared_token", None),
+        }
+        return make_response(jsonify(data), 200)
+
+
+@conversations_ns.route("/update_conversation_name")
+class UpdateConversationName(Resource):
+    @api.expect(
+        api.model(
+            "UpdateConversationModel",
+            {
+                "id": fields.String(required=True, description="Conversation ID"),
+                "name": fields.String(
+                    required=True, description="New name of the conversation"
+                ),
+            },
+        )
+    )
+    @api.doc(
+        description="Updates the name of a conversation",
+    )
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        data = request.get_json()
+        required_fields = ["id", "name"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            conversations_collection.update_one(
+                {"_id": ObjectId(data["id"]), "user": decoded_token.get("sub")},
+                {"$set": {"name": data["name"]}},
+            )
+        except Exception as err:
+            current_app.logger.error(
+                f"Error updating conversation name: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True}), 200)
+
+
+@conversations_ns.route("/feedback")
+class SubmitFeedback(Resource):
+    @api.expect(
+        api.model(
+            "FeedbackModel",
+            {
+                "question": fields.String(
+                    required=False, description="The user question"
+                ),
+                "answer": fields.String(required=False, description="The AI answer"),
+                "feedback": fields.String(required=True, description="User feedback"),
+                "question_index": fields.Integer(
+                    required=True,
+                    description="The question number in that particular conversation",
+                ),
+                "conversation_id": fields.String(
+                    required=True, description="id of the particular conversation"
+                ),
+                "api_key": fields.String(description="Optional API key"),
+            },
+        )
+    )
+    @api.doc(
+        description="Submit feedback for a conversation",
+    )
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        data = request.get_json()
+        required_fields = ["feedback", "conversation_id", "question_index"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            if data["feedback"] is None:
+                # Remove feedback and feedback_timestamp if feedback is null
+
+                conversations_collection.update_one(
+                    {
+                        "_id": ObjectId(data["conversation_id"]),
+                        "user": decoded_token.get("sub"),
+                        f"queries.{data['question_index']}": {"$exists": True},
+                    },
+                    {
+                        "$unset": {
+                            f"queries.{data['question_index']}.feedback": "",
+                            f"queries.{data['question_index']}.feedback_timestamp": "",
+                        }
+                    },
+                )
+            else:
+                # Set feedback and feedback_timestamp if feedback has a value
+
+                conversations_collection.update_one(
+                    {
+                        "_id": ObjectId(data["conversation_id"]),
+                        "user": decoded_token.get("sub"),
+                        f"queries.{data['question_index']}": {"$exists": True},
+                    },
+                    {
+                        "$set": {
+                            f"queries.{data['question_index']}.feedback": data[
+                                "feedback"
+                            ],
+                            f"queries.{data['question_index']}.feedback_timestamp": datetime.datetime.now(
+                                datetime.timezone.utc
+                            ),
+                        }
+                    },
+                )
+        except Exception as err:
+            current_app.logger.error(f"Error submitting feedback: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True}), 200)

application/api/user/prompts/__init__.py

@@ -0,0 +1,5 @@
+"""Prompts module."""
+
+from .routes import prompts_ns
+
+__all__ = ["prompts_ns"]

application/api/user/prompts/routes.py

@@ -0,0 +1,191 @@
+"""Prompt management routes."""
+
+import os
+
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, request
+from flask_restx import fields, Namespace, Resource
+
+from application.api import api
+from application.api.user.base import current_dir, prompts_collection
+from application.utils import check_required_fields
+
+prompts_ns = Namespace(
+    "prompts", description="Prompt management operations", path="/api"
+)
+
+
+@prompts_ns.route("/create_prompt")
+class CreatePrompt(Resource):
+    create_prompt_model = api.model(
+        "CreatePromptModel",
+        {
+            "content": fields.String(
+                required=True, description="Content of the prompt"
+            ),
+            "name": fields.String(required=True, description="Name of the prompt"),
+        },
+    )
+
+    @api.expect(create_prompt_model)
+    @api.doc(description="Create a new prompt")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        data = request.get_json()
+        required_fields = ["content", "name"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        user = decoded_token.get("sub")
+        try:
+
+            resp = prompts_collection.insert_one(
+                {
+                    "name": data["name"],
+                    "content": data["content"],
+                    "user": user,
+                }
+            )
+            new_id = str(resp.inserted_id)
+        except Exception as err:
+            current_app.logger.error(f"Error creating prompt: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"id": new_id}), 200)
+
+
+@prompts_ns.route("/get_prompts")
+class GetPrompts(Resource):
+    @api.doc(description="Get all prompts for the user")
+    def get(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        try:
+            prompts = prompts_collection.find({"user": user})
+            list_prompts = [
+                {"id": "default", "name": "default", "type": "public"},
+                {"id": "creative", "name": "creative", "type": "public"},
+                {"id": "strict", "name": "strict", "type": "public"},
+            ]
+
+            for prompt in prompts:
+                list_prompts.append(
+                    {
+                        "id": str(prompt["_id"]),
+                        "name": prompt["name"],
+                        "type": "private",
+                    }
+                )
+        except Exception as err:
+            current_app.logger.error(f"Error retrieving prompts: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify(list_prompts), 200)
+
+
+@prompts_ns.route("/get_single_prompt")
+class GetSinglePrompt(Resource):
+    @api.doc(params={"id": "ID of the prompt"}, description="Get a single prompt by ID")
+    def get(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        prompt_id = request.args.get("id")
+        if not prompt_id:
+            return make_response(
+                jsonify({"success": False, "message": "ID is required"}), 400
+            )
+        try:
+            if prompt_id == "default":
+                with open(
+                    os.path.join(current_dir, "prompts", "chat_combine_default.txt"),
+                    "r",
+                ) as f:
+                    chat_combine_template = f.read()
+                return make_response(jsonify({"content": chat_combine_template}), 200)
+            elif prompt_id == "creative":
+                with open(
+                    os.path.join(current_dir, "prompts", "chat_combine_creative.txt"),
+                    "r",
+                ) as f:
+                    chat_reduce_creative = f.read()
+                return make_response(jsonify({"content": chat_reduce_creative}), 200)
+            elif prompt_id == "strict":
+                with open(
+                    os.path.join(current_dir, "prompts", "chat_combine_strict.txt"), "r"
+                ) as f:
+                    chat_reduce_strict = f.read()
+                return make_response(jsonify({"content": chat_reduce_strict}), 200)
+            prompt = prompts_collection.find_one(
+                {"_id": ObjectId(prompt_id), "user": user}
+            )
+        except Exception as err:
+            current_app.logger.error(f"Error retrieving prompt: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"content": prompt["content"]}), 200)
+
+
+@prompts_ns.route("/delete_prompt")
+class DeletePrompt(Resource):
+    delete_prompt_model = api.model(
+        "DeletePromptModel",
+        {"id": fields.String(required=True, description="Prompt ID to delete")},
+    )
+
+    @api.expect(delete_prompt_model)
+    @api.doc(description="Delete a prompt by ID")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = ["id"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            prompts_collection.delete_one({"_id": ObjectId(data["id"]), "user": user})
+        except Exception as err:
+            current_app.logger.error(f"Error deleting prompt: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True}), 200)
+
+
+@prompts_ns.route("/update_prompt")
+class UpdatePrompt(Resource):
+    update_prompt_model = api.model(
+        "UpdatePromptModel",
+        {
+            "id": fields.String(required=True, description="Prompt ID to update"),
+            "name": fields.String(required=True, description="New name of the prompt"),
+            "content": fields.String(
+                required=True, description="New content of the prompt"
+            ),
+        },
+    )
+
+    @api.expect(update_prompt_model)
+    @api.doc(description="Update an existing prompt")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = ["id", "name", "content"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            prompts_collection.update_one(
+                {"_id": ObjectId(data["id"]), "user": user},
+                {"$set": {"name": data["name"], "content": data["content"]}},
+            )
+        except Exception as err:
+            current_app.logger.error(f"Error updating prompt: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True}), 200)

application/api/user/sharing/__init__.py

@@ -0,0 +1,5 @@
+"""Sharing module."""
+
+from .routes import sharing_ns
+
+__all__ = ["sharing_ns"]

application/api/user/sharing/routes.py

@@ -0,0 +1,301 @@
+"""Conversation sharing routes."""
+
+import uuid
+
+from bson.binary import Binary, UuidRepresentation
+from bson.dbref import DBRef
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, request
+from flask_restx import fields, inputs, Namespace, Resource
+
+from application.api import api
+from application.api.user.base import (
+    agents_collection,
+    attachments_collection,
+    conversations_collection,
+    db,
+    shared_conversations_collections,
+)
+from application.utils import check_required_fields
+
+sharing_ns = Namespace(
+    "sharing", description="Conversation sharing operations", path="/api"
+)
+
+
+@sharing_ns.route("/share")
+class ShareConversation(Resource):
+    share_conversation_model = api.model(
+        "ShareConversationModel",
+        {
+            "conversation_id": fields.String(
+                required=True, description="Conversation ID"
+            ),
+            "user": fields.String(description="User ID (optional)"),
+            "prompt_id": fields.String(description="Prompt ID (optional)"),
+            "chunks": fields.Integer(description="Chunks count (optional)"),
+        },
+    )
+
+    @api.expect(share_conversation_model)
+    @api.doc(description="Share a conversation")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = ["conversation_id"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        is_promptable = request.args.get("isPromptable", type=inputs.boolean)
+        if is_promptable is None:
+            return make_response(
+                jsonify({"success": False, "message": "isPromptable is required"}), 400
+            )
+        conversation_id = data["conversation_id"]
+
+        try:
+            conversation = conversations_collection.find_one(
+                {"_id": ObjectId(conversation_id)}
+            )
+            if conversation is None:
+                return make_response(
+                    jsonify(
+                        {
+                            "status": "error",
+                            "message": "Conversation does not exist",
+                        }
+                    ),
+                    404,
+                )
+            current_n_queries = len(conversation["queries"])
+            explicit_binary = Binary.from_uuid(
+                uuid.uuid4(), UuidRepresentation.STANDARD
+            )
+
+            if is_promptable:
+                prompt_id = data.get("prompt_id", "default")
+                chunks = data.get("chunks", "2")
+
+                name = conversation["name"] + "(shared)"
+                new_api_key_data = {
+                    "prompt_id": prompt_id,
+                    "chunks": chunks,
+                    "user": user,
+                }
+
+                if "source" in data and ObjectId.is_valid(data["source"]):
+                    new_api_key_data["source"] = DBRef(
+                        "sources", ObjectId(data["source"])
+                    )
+                if "retriever" in data:
+                    new_api_key_data["retriever"] = data["retriever"]
+                pre_existing_api_document = agents_collection.find_one(new_api_key_data)
+                if pre_existing_api_document:
+                    api_uuid = pre_existing_api_document["key"]
+                    pre_existing = shared_conversations_collections.find_one(
+                        {
+                            "conversation_id": DBRef(
+                                "conversations", ObjectId(conversation_id)
+                            ),
+                            "isPromptable": is_promptable,
+                            "first_n_queries": current_n_queries,
+                            "user": user,
+                            "api_key": api_uuid,
+                        }
+                    )
+                    if pre_existing is not None:
+                        return make_response(
+                            jsonify(
+                                {
+                                    "success": True,
+                                    "identifier": str(pre_existing["uuid"].as_uuid()),
+                                }
+                            ),
+                            200,
+                        )
+                    else:
+                        shared_conversations_collections.insert_one(
+                            {
+                                "uuid": explicit_binary,
+                                "conversation_id": {
+                                    "$ref": "conversations",
+                                    "$id": ObjectId(conversation_id),
+                                },
+                                "isPromptable": is_promptable,
+                                "first_n_queries": current_n_queries,
+                                "user": user,
+                                "api_key": api_uuid,
+                            }
+                        )
+                        return make_response(
+                            jsonify(
+                                {
+                                    "success": True,
+                                    "identifier": str(explicit_binary.as_uuid()),
+                                }
+                            ),
+                            201,
+                        )
+                else:
+                    api_uuid = str(uuid.uuid4())
+                    new_api_key_data["key"] = api_uuid
+                    new_api_key_data["name"] = name
+
+                    if "source" in data and ObjectId.is_valid(data["source"]):
+                        new_api_key_data["source"] = DBRef(
+                            "sources", ObjectId(data["source"])
+                        )
+                    if "retriever" in data:
+                        new_api_key_data["retriever"] = data["retriever"]
+                    agents_collection.insert_one(new_api_key_data)
+                    shared_conversations_collections.insert_one(
+                        {
+                            "uuid": explicit_binary,
+                            "conversation_id": {
+                                "$ref": "conversations",
+                                "$id": ObjectId(conversation_id),
+                            },
+                            "isPromptable": is_promptable,
+                            "first_n_queries": current_n_queries,
+                            "user": user,
+                            "api_key": api_uuid,
+                        }
+                    )
+                    return make_response(
+                        jsonify(
+                            {
+                                "success": True,
+                                "identifier": str(explicit_binary.as_uuid()),
+                            }
+                        ),
+                        201,
+                    )
+            pre_existing = shared_conversations_collections.find_one(
+                {
+                    "conversation_id": DBRef(
+                        "conversations", ObjectId(conversation_id)
+                    ),
+                    "isPromptable": is_promptable,
+                    "first_n_queries": current_n_queries,
+                    "user": user,
+                }
+            )
+            if pre_existing is not None:
+                return make_response(
+                    jsonify(
+                        {
+                            "success": True,
+                            "identifier": str(pre_existing["uuid"].as_uuid()),
+                        }
+                    ),
+                    200,
+                )
+            else:
+                shared_conversations_collections.insert_one(
+                    {
+                        "uuid": explicit_binary,
+                        "conversation_id": {
+                            "$ref": "conversations",
+                            "$id": ObjectId(conversation_id),
+                        },
+                        "isPromptable": is_promptable,
+                        "first_n_queries": current_n_queries,
+                        "user": user,
+                    }
+                )
+                return make_response(
+                    jsonify(
+                        {"success": True, "identifier": str(explicit_binary.as_uuid())}
+                    ),
+                    201,
+                )
+        except Exception as err:
+            current_app.logger.error(
+                f"Error sharing conversation: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+
+
+@sharing_ns.route("/shared_conversation/<string:identifier>")
+class GetPubliclySharedConversations(Resource):
+    @api.doc(description="Get publicly shared conversations by identifier")
+    def get(self, identifier: str):
+        try:
+            query_uuid = Binary.from_uuid(
+                uuid.UUID(identifier), UuidRepresentation.STANDARD
+            )
+            shared = shared_conversations_collections.find_one({"uuid": query_uuid})
+            conversation_queries = []
+
+            if (
+                shared
+                and "conversation_id" in shared
+                and isinstance(shared["conversation_id"], DBRef)
+            ):
+                conversation_ref = shared["conversation_id"]
+                conversation = db.dereference(conversation_ref)
+                if conversation is None:
+                    return make_response(
+                        jsonify(
+                            {
+                                "success": False,
+                                "error": "might have broken url or the conversation does not exist",
+                            }
+                        ),
+                        404,
+                    )
+                conversation_queries = conversation["queries"][
+                    : (shared["first_n_queries"])
+                ]
+
+                for query in conversation_queries:
+                    if "attachments" in query and query["attachments"]:
+                        attachment_details = []
+                        for attachment_id in query["attachments"]:
+                            try:
+                                attachment = attachments_collection.find_one(
+                                    {"_id": ObjectId(attachment_id)}
+                                )
+                                if attachment:
+                                    attachment_details.append(
+                                        {
+                                            "id": str(attachment["_id"]),
+                                            "fileName": attachment.get(
+                                                "filename", "Unknown file"
+                                            ),
+                                        }
+                                    )
+                            except Exception as e:
+                                current_app.logger.error(
+                                    f"Error retrieving attachment {attachment_id}: {e}",
+                                    exc_info=True,
+                                )
+                        query["attachments"] = attachment_details
+            else:
+                return make_response(
+                    jsonify(
+                        {
+                            "success": False,
+                            "error": "might have broken url or the conversation does not exist",
+                        }
+                    ),
+                    404,
+                )
+            date = conversation["_id"].generation_time.isoformat()
+            res = {
+                "success": True,
+                "queries": conversation_queries,
+                "title": conversation["name"],
+                "timestamp": date,
+            }
+            if shared["isPromptable"] and "api_key" in shared:
+                res["api_key"] = shared["api_key"]
+            return make_response(jsonify(res), 200)
+        except Exception as err:
+            current_app.logger.error(
+                f"Error getting shared conversation: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)

application/api/user/sources/__init__.py

@@ -0,0 +1,7 @@
+"""Sources module."""
+
+from .chunks import sources_chunks_ns
+from .routes import sources_ns
+from .upload import sources_upload_ns
+
+__all__ = ["sources_ns", "sources_chunks_ns", "sources_upload_ns"]

application/api/user/sources/chunks.py

@@ -0,0 +1,278 @@
+"""Source document management chunk management."""
+
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, request
+from flask_restx import fields, Namespace, Resource
+
+from application.api import api
+from application.api.user.base import get_vector_store, sources_collection
+from application.utils import check_required_fields, num_tokens_from_string
+
+sources_chunks_ns = Namespace(
+    "sources", description="Source document management operations", path="/api"
+)
+
+
+@sources_chunks_ns.route("/get_chunks")
+class GetChunks(Resource):
+    @api.doc(
+        description="Retrieves chunks from a document, optionally filtered by file path and search term",
+        params={
+            "id": "The document ID",
+            "page": "Page number for pagination",
+            "per_page": "Number of chunks per page",
+            "path": "Optional: Filter chunks by relative file path",
+            "search": "Optional: Search term to filter chunks by title or content",
+        },
+    )
+    def get(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        doc_id = request.args.get("id")
+        page = int(request.args.get("page", 1))
+        per_page = int(request.args.get("per_page", 10))
+        path = request.args.get("path")
+        search_term = request.args.get("search", "").strip().lower()
+
+        if not ObjectId.is_valid(doc_id):
+            return make_response(jsonify({"error": "Invalid doc_id"}), 400)
+        doc = sources_collection.find_one({"_id": ObjectId(doc_id), "user": user})
+        if not doc:
+            return make_response(
+                jsonify({"error": "Document not found or access denied"}), 404
+            )
+        try:
+            store = get_vector_store(doc_id)
+            chunks = store.get_chunks()
+
+            filtered_chunks = []
+            for chunk in chunks:
+                metadata = chunk.get("metadata", {})
+
+                # Filter by path if provided
+
+                if path:
+                    chunk_source = metadata.get("source", "")
+                    # Check if the chunk's source matches the requested path
+
+                    if not chunk_source or not chunk_source.endswith(path):
+                        continue
+                # Filter by search term if provided
+
+                if search_term:
+                    text_match = search_term in chunk.get("text", "").lower()
+                    title_match = search_term in metadata.get("title", "").lower()
+
+                    if not (text_match or title_match):
+                        continue
+                filtered_chunks.append(chunk)
+            chunks = filtered_chunks
+
+            total_chunks = len(chunks)
+            start = (page - 1) * per_page
+            end = start + per_page
+            paginated_chunks = chunks[start:end]
+
+            return make_response(
+                jsonify(
+                    {
+                        "page": page,
+                        "per_page": per_page,
+                        "total": total_chunks,
+                        "chunks": paginated_chunks,
+                        "path": path if path else None,
+                        "search": search_term if search_term else None,
+                    }
+                ),
+                200,
+            )
+        except Exception as e:
+            current_app.logger.error(f"Error getting chunks: {e}", exc_info=True)
+            return make_response(jsonify({"success": False}), 500)
+
+
+@sources_chunks_ns.route("/add_chunk")
+class AddChunk(Resource):
+    @api.expect(
+        api.model(
+            "AddChunkModel",
+            {
+                "id": fields.String(required=True, description="Document ID"),
+                "text": fields.String(required=True, description="Text of the chunk"),
+                "metadata": fields.Raw(
+                    required=False,
+                    description="Metadata associated with the chunk",
+                ),
+            },
+        )
+    )
+    @api.doc(
+        description="Adds a new chunk to the document",
+    )
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = ["id", "text"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        doc_id = data.get("id")
+        text = data.get("text")
+        metadata = data.get("metadata", {})
+        token_count = num_tokens_from_string(text)
+        metadata["token_count"] = token_count
+
+        if not ObjectId.is_valid(doc_id):
+            return make_response(jsonify({"error": "Invalid doc_id"}), 400)
+        doc = sources_collection.find_one({"_id": ObjectId(doc_id), "user": user})
+        if not doc:
+            return make_response(
+                jsonify({"error": "Document not found or access denied"}), 404
+            )
+        try:
+            store = get_vector_store(doc_id)
+            chunk_id = store.add_chunk(text, metadata)
+            return make_response(
+                jsonify({"message": "Chunk added successfully", "chunk_id": chunk_id}),
+                201,
+            )
+        except Exception as e:
+            current_app.logger.error(f"Error adding chunk: {e}", exc_info=True)
+            return make_response(jsonify({"success": False}), 500)
+
+
+@sources_chunks_ns.route("/delete_chunk")
+class DeleteChunk(Resource):
+    @api.doc(
+        description="Deletes a specific chunk from the document.",
+        params={"id": "The document ID", "chunk_id": "The ID of the chunk to delete"},
+    )
+    def delete(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        doc_id = request.args.get("id")
+        chunk_id = request.args.get("chunk_id")
+
+        if not ObjectId.is_valid(doc_id):
+            return make_response(jsonify({"error": "Invalid doc_id"}), 400)
+        doc = sources_collection.find_one({"_id": ObjectId(doc_id), "user": user})
+        if not doc:
+            return make_response(
+                jsonify({"error": "Document not found or access denied"}), 404
+            )
+        try:
+            store = get_vector_store(doc_id)
+            deleted = store.delete_chunk(chunk_id)
+            if deleted:
+                return make_response(
+                    jsonify({"message": "Chunk deleted successfully"}), 200
+                )
+            else:
+                return make_response(
+                    jsonify({"message": "Chunk not found or could not be deleted"}),
+                    404,
+                )
+        except Exception as e:
+            current_app.logger.error(f"Error deleting chunk: {e}", exc_info=True)
+            return make_response(jsonify({"success": False}), 500)
+
+
+@sources_chunks_ns.route("/update_chunk")
+class UpdateChunk(Resource):
+    @api.expect(
+        api.model(
+            "UpdateChunkModel",
+            {
+                "id": fields.String(required=True, description="Document ID"),
+                "chunk_id": fields.String(
+                    required=True, description="Chunk ID to update"
+                ),
+                "text": fields.String(
+                    required=False, description="New text of the chunk"
+                ),
+                "metadata": fields.Raw(
+                    required=False,
+                    description="Updated metadata associated with the chunk",
+                ),
+            },
+        )
+    )
+    @api.doc(
+        description="Updates an existing chunk in the document.",
+    )
+    def put(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = ["id", "chunk_id"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        doc_id = data.get("id")
+        chunk_id = data.get("chunk_id")
+        text = data.get("text")
+        metadata = data.get("metadata")
+
+        if text is not None:
+            token_count = num_tokens_from_string(text)
+            if metadata is None:
+                metadata = {}
+            metadata["token_count"] = token_count
+        if not ObjectId.is_valid(doc_id):
+            return make_response(jsonify({"error": "Invalid doc_id"}), 400)
+        doc = sources_collection.find_one({"_id": ObjectId(doc_id), "user": user})
+        if not doc:
+            return make_response(
+                jsonify({"error": "Document not found or access denied"}), 404
+            )
+        try:
+            store = get_vector_store(doc_id)
+
+            chunks = store.get_chunks()
+            existing_chunk = next((c for c in chunks if c["doc_id"] == chunk_id), None)
+            if not existing_chunk:
+                return make_response(jsonify({"error": "Chunk not found"}), 404)
+            new_text = text if text is not None else existing_chunk["text"]
+
+            if metadata is not None:
+                new_metadata = existing_chunk["metadata"].copy()
+                new_metadata.update(metadata)
+            else:
+                new_metadata = existing_chunk["metadata"].copy()
+            if text is not None:
+                new_metadata["token_count"] = num_tokens_from_string(new_text)
+            try:
+                new_chunk_id = store.add_chunk(new_text, new_metadata)
+
+                deleted = store.delete_chunk(chunk_id)
+                if not deleted:
+                    current_app.logger.warning(
+                        f"Failed to delete old chunk {chunk_id}, but new chunk {new_chunk_id} was created"
+                    )
+                return make_response(
+                    jsonify(
+                        {
+                            "message": "Chunk updated successfully",
+                            "chunk_id": new_chunk_id,
+                            "original_chunk_id": chunk_id,
+                        }
+                    ),
+                    200,
+                )
+            except Exception as add_error:
+                current_app.logger.error(f"Failed to add updated chunk: {add_error}")
+                return make_response(
+                    jsonify({"error": "Failed to update chunk - addition failed"}), 500
+                )
+        except Exception as e:
+            current_app.logger.error(f"Error updating chunk: {e}", exc_info=True)
+            return make_response(jsonify({"success": False}), 500)

application/api/user/sources/routes.py

@@ -0,0 +1,323 @@
+"""Source document management routes."""
+
+import json
+import math
+
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, redirect, request
+from flask_restx import fields, Namespace, Resource
+
+from application.api import api
+from application.api.user.base import sources_collection
+from application.core.settings import settings
+from application.storage.storage_creator import StorageCreator
+from application.utils import check_required_fields
+from application.vectorstore.vector_creator import VectorCreator
+
+
+sources_ns = Namespace(
+    "sources", description="Source document management operations", path="/api"
+)
+
+
+@sources_ns.route("/sources")
+class CombinedJson(Resource):
+    @api.doc(description="Provide JSON file with combined available indexes")
+    def get(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = [
+            {
+                "name": "Default",
+                "date": "default",
+                "model": settings.EMBEDDINGS_NAME,
+                "location": "remote",
+                "tokens": "",
+                "retriever": "classic",
+            }
+        ]
+
+        try:
+            for index in sources_collection.find({"user": user}).sort("date", -1):
+                data.append(
+                    {
+                        "id": str(index["_id"]),
+                        "name": index.get("name"),
+                        "date": index.get("date"),
+                        "model": settings.EMBEDDINGS_NAME,
+                        "location": "local",
+                        "tokens": index.get("tokens", ""),
+                        "retriever": index.get("retriever", "classic"),
+                        "syncFrequency": index.get("sync_frequency", ""),
+                        "is_nested": bool(index.get("directory_structure")),
+                        "type": index.get(
+                            "type", "file"
+                        ),  # Add type field with default "file"
+                    }
+                )
+        except Exception as err:
+            current_app.logger.error(f"Error retrieving sources: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify(data), 200)
+
+
+@sources_ns.route("/sources/paginated")
+class PaginatedSources(Resource):
+    @api.doc(description="Get document with pagination, sorting and filtering")
+    def get(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        sort_field = request.args.get("sort", "date")  # Default to 'date'
+        sort_order = request.args.get("order", "desc")  # Default to 'desc'
+        page = int(request.args.get("page", 1))  # Default to 1
+        rows_per_page = int(request.args.get("rows", 10))  # Default to 10
+        # add .strip() to remove leading and trailing whitespaces
+
+        search_term = request.args.get(
+            "search", ""
+        ).strip()  # add search for filter documents
+
+        # Prepare query for filtering
+
+        query = {"user": user}
+        if search_term:
+            query["name"] = {
+                "$regex": search_term,
+                "$options": "i",  # using case-insensitive search
+            }
+        total_documents = sources_collection.count_documents(query)
+        total_pages = max(1, math.ceil(total_documents / rows_per_page))
+        page = min(
+            max(1, page), total_pages
+        )  # add this to make sure page inbound is within the range
+        sort_order = 1 if sort_order == "asc" else -1
+        skip = (page - 1) * rows_per_page
+
+        try:
+            documents = (
+                sources_collection.find(query)
+                .sort(sort_field, sort_order)
+                .skip(skip)
+                .limit(rows_per_page)
+            )
+
+            paginated_docs = []
+            for doc in documents:
+                doc_data = {
+                    "id": str(doc["_id"]),
+                    "name": doc.get("name", ""),
+                    "date": doc.get("date", ""),
+                    "model": settings.EMBEDDINGS_NAME,
+                    "location": "local",
+                    "tokens": doc.get("tokens", ""),
+                    "retriever": doc.get("retriever", "classic"),
+                    "syncFrequency": doc.get("sync_frequency", ""),
+                    "isNested": bool(doc.get("directory_structure")),
+                    "type": doc.get("type", "file"),
+                }
+                paginated_docs.append(doc_data)
+            response = {
+                "total": total_documents,
+                "totalPages": total_pages,
+                "currentPage": page,
+                "paginated": paginated_docs,
+            }
+            return make_response(jsonify(response), 200)
+        except Exception as err:
+            current_app.logger.error(
+                f"Error retrieving paginated sources: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+
+
+@sources_ns.route("/delete_by_ids")
+class DeleteByIds(Resource):
+    @api.doc(
+        description="Deletes documents from the vector store by IDs",
+        params={"path": "Comma-separated list of IDs"},
+    )
+    def get(self):
+        ids = request.args.get("path")
+        if not ids:
+            return make_response(
+                jsonify({"success": False, "message": "Missing required fields"}), 400
+            )
+        try:
+            result = sources_collection.delete_index(ids=ids)
+            if result:
+                return make_response(jsonify({"success": True}), 200)
+        except Exception as err:
+            current_app.logger.error(f"Error deleting indexes: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": False}), 400)
+
+
+@sources_ns.route("/delete_old")
+class DeleteOldIndexes(Resource):
+    @api.doc(
+        description="Deletes old indexes and associated files",
+        params={"source_id": "The source ID to delete"},
+    )
+    def get(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        source_id = request.args.get("source_id")
+        if not source_id:
+            return make_response(
+                jsonify({"success": False, "message": "Missing required fields"}), 400
+            )
+        doc = sources_collection.find_one(
+            {"_id": ObjectId(source_id), "user": decoded_token.get("sub")}
+        )
+        if not doc:
+            return make_response(jsonify({"status": "not found"}), 404)
+        storage = StorageCreator.get_storage()
+
+        try:
+            # Delete vector index
+
+            if settings.VECTOR_STORE == "faiss":
+                index_path = f"indexes/{str(doc['_id'])}"
+                if storage.file_exists(f"{index_path}/index.faiss"):
+                    storage.delete_file(f"{index_path}/index.faiss")
+                if storage.file_exists(f"{index_path}/index.pkl"):
+                    storage.delete_file(f"{index_path}/index.pkl")
+            else:
+                vectorstore = VectorCreator.create_vectorstore(
+                    settings.VECTOR_STORE, source_id=str(doc["_id"])
+                )
+                vectorstore.delete_index()
+            if "file_path" in doc and doc["file_path"]:
+                file_path = doc["file_path"]
+                if storage.is_directory(file_path):
+                    files = storage.list_files(file_path)
+                    for f in files:
+                        storage.delete_file(f)
+                else:
+                    storage.delete_file(file_path)
+        except FileNotFoundError:
+            pass
+        except Exception as err:
+            current_app.logger.error(
+                f"Error deleting files and indexes: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        sources_collection.delete_one({"_id": ObjectId(source_id)})
+        return make_response(jsonify({"success": True}), 200)
+
+
+@sources_ns.route("/combine")
+class RedirectToSources(Resource):
+    @api.doc(
+        description="Redirects /api/combine to /api/sources for backward compatibility"
+    )
+    def get(self):
+        return redirect("/api/sources", code=301)
+
+
+@sources_ns.route("/manage_sync")
+class ManageSync(Resource):
+    manage_sync_model = api.model(
+        "ManageSyncModel",
+        {
+            "source_id": fields.String(required=True, description="Source ID"),
+            "sync_frequency": fields.String(
+                required=True,
+                description="Sync frequency (never, daily, weekly, monthly)",
+            ),
+        },
+    )
+
+    @api.expect(manage_sync_model)
+    @api.doc(description="Manage sync frequency for sources")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = ["source_id", "sync_frequency"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        source_id = data["source_id"]
+        sync_frequency = data["sync_frequency"]
+
+        if sync_frequency not in ["never", "daily", "weekly", "monthly"]:
+            return make_response(
+                jsonify({"success": False, "message": "Invalid frequency"}), 400
+            )
+        update_data = {"$set": {"sync_frequency": sync_frequency}}
+        try:
+            sources_collection.update_one(
+                {
+                    "_id": ObjectId(source_id),
+                    "user": user,
+                },
+                update_data,
+            )
+        except Exception as err:
+            current_app.logger.error(
+                f"Error updating sync frequency: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True}), 200)
+
+
+@sources_ns.route("/directory_structure")
+class DirectoryStructure(Resource):
+    @api.doc(
+        description="Get the directory structure for a document",
+        params={"id": "The document ID"},
+    )
+    def get(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        doc_id = request.args.get("id")
+
+        if not doc_id:
+            return make_response(jsonify({"error": "Document ID is required"}), 400)
+        if not ObjectId.is_valid(doc_id):
+            return make_response(jsonify({"error": "Invalid document ID"}), 400)
+        try:
+            doc = sources_collection.find_one({"_id": ObjectId(doc_id), "user": user})
+            if not doc:
+                return make_response(
+                    jsonify({"error": "Document not found or access denied"}), 404
+                )
+            directory_structure = doc.get("directory_structure", {})
+            base_path = doc.get("file_path", "")
+
+            provider = None
+            remote_data = doc.get("remote_data")
+            try:
+                if isinstance(remote_data, str) and remote_data:
+                    remote_data_obj = json.loads(remote_data)
+                    provider = remote_data_obj.get("provider")
+            except Exception as e:
+                current_app.logger.warning(
+                    f"Failed to parse remote_data for doc {doc_id}: {e}"
+                )
+            return make_response(
+                jsonify(
+                    {
+                        "success": True,
+                        "directory_structure": directory_structure,
+                        "base_path": base_path,
+                        "provider": provider,
+                    }
+                ),
+                200,
+            )
+        except Exception as e:
+            current_app.logger.error(
+                f"Error retrieving directory structure: {e}", exc_info=True
+            )
+            return make_response(jsonify({"success": False, "error": str(e)}), 500)

application/api/user/sources/upload.py

@@ -0,0 +1,583 @@
+"""Source document management upload functionality."""
+
+import json
+import os
+import tempfile
+import zipfile
+
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, request
+from flask_restx import fields, Namespace, Resource
+
+from application.api import api
+from application.api.user.base import sources_collection
+from application.api.user.tasks import ingest, ingest_connector_task, ingest_remote
+from application.core.settings import settings
+from application.parser.connectors.connector_creator import ConnectorCreator
+from application.storage.storage_creator import StorageCreator
+from application.utils import check_required_fields, safe_filename
+
+
+sources_upload_ns = Namespace(
+    "sources", description="Source document management operations", path="/api"
+)
+
+
+@sources_upload_ns.route("/upload")
+class UploadFile(Resource):
+    @api.expect(
+        api.model(
+            "UploadModel",
+            {
+                "user": fields.String(required=True, description="User ID"),
+                "name": fields.String(required=True, description="Job name"),
+                "file": fields.Raw(required=True, description="File(s) to upload"),
+            },
+        )
+    )
+    @api.doc(
+        description="Uploads a file to be vectorized and indexed",
+    )
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        data = request.form
+        files = request.files.getlist("file")
+        required_fields = ["user", "name"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields or not files or all(file.filename == "" for file in files):
+            return make_response(
+                jsonify(
+                    {
+                        "status": "error",
+                        "message": "Missing required fields or files",
+                    }
+                ),
+                400,
+            )
+        user = decoded_token.get("sub")
+        job_name = request.form["name"]
+
+        # Create safe versions for filesystem operations
+
+        safe_user = safe_filename(user)
+        dir_name = safe_filename(job_name)
+        base_path = f"{settings.UPLOAD_FOLDER}/{safe_user}/{dir_name}"
+
+        try:
+            storage = StorageCreator.get_storage()
+
+            for file in files:
+                original_filename = file.filename
+                safe_file = safe_filename(original_filename)
+
+                with tempfile.TemporaryDirectory() as temp_dir:
+                    temp_file_path = os.path.join(temp_dir, safe_file)
+                    file.save(temp_file_path)
+
+                    if zipfile.is_zipfile(temp_file_path):
+                        try:
+                            with zipfile.ZipFile(temp_file_path, "r") as zip_ref:
+                                zip_ref.extractall(path=temp_dir)
+
+                                # Walk through extracted files and upload them
+
+                                for root, _, files in os.walk(temp_dir):
+                                    for extracted_file in files:
+                                        if (
+                                            os.path.join(root, extracted_file)
+                                            == temp_file_path
+                                        ):
+                                            continue
+                                        rel_path = os.path.relpath(
+                                            os.path.join(root, extracted_file), temp_dir
+                                        )
+                                        storage_path = f"{base_path}/{rel_path}"
+
+                                        with open(
+                                            os.path.join(root, extracted_file), "rb"
+                                        ) as f:
+                                            storage.save_file(f, storage_path)
+                        except Exception as e:
+                            current_app.logger.error(
+                                f"Error extracting zip: {e}", exc_info=True
+                            )
+                            # If zip extraction fails, save the original zip file
+
+                            file_path = f"{base_path}/{safe_file}"
+                            with open(temp_file_path, "rb") as f:
+                                storage.save_file(f, file_path)
+                    else:
+                        # For non-zip files, save directly
+
+                        file_path = f"{base_path}/{safe_file}"
+                        with open(temp_file_path, "rb") as f:
+                            storage.save_file(f, file_path)
+            task = ingest.delay(
+                settings.UPLOAD_FOLDER,
+                [
+                    ".rst",
+                    ".md",
+                    ".pdf",
+                    ".txt",
+                    ".docx",
+                    ".csv",
+                    ".epub",
+                    ".html",
+                    ".mdx",
+                    ".json",
+                    ".xlsx",
+                    ".pptx",
+                    ".png",
+                    ".jpg",
+                    ".jpeg",
+                ],
+                job_name,
+                user,
+                file_path=base_path,
+                filename=dir_name,
+            )
+        except Exception as err:
+            current_app.logger.error(f"Error uploading file: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True, "task_id": task.id}), 200)
+
+
+@sources_upload_ns.route("/remote")
+class UploadRemote(Resource):
+    @api.expect(
+        api.model(
+            "RemoteUploadModel",
+            {
+                "user": fields.String(required=True, description="User ID"),
+                "source": fields.String(
+                    required=True, description="Source of the data"
+                ),
+                "name": fields.String(required=True, description="Job name"),
+                "data": fields.String(required=True, description="Data to process"),
+                "repo_url": fields.String(description="GitHub repository URL"),
+            },
+        )
+    )
+    @api.doc(
+        description="Uploads remote source for vectorization",
+    )
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        data = request.form
+        required_fields = ["user", "source", "name", "data"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            config = json.loads(data["data"])
+            source_data = None
+
+            if data["source"] == "github":
+                source_data = config.get("repo_url")
+            elif data["source"] in ["crawler", "url"]:
+                source_data = config.get("url")
+            elif data["source"] == "reddit":
+                source_data = config
+            elif data["source"] in ConnectorCreator.get_supported_connectors():
+                session_token = config.get("session_token")
+                if not session_token:
+                    return make_response(
+                        jsonify(
+                            {
+                                "success": False,
+                                "error": f"Missing session_token in {data['source']} configuration",
+                            }
+                        ),
+                        400,
+                    )
+                # Process file_ids
+
+                file_ids = config.get("file_ids", [])
+                if isinstance(file_ids, str):
+                    file_ids = [id.strip() for id in file_ids.split(",") if id.strip()]
+                elif not isinstance(file_ids, list):
+                    file_ids = []
+                # Process folder_ids
+
+                folder_ids = config.get("folder_ids", [])
+                if isinstance(folder_ids, str):
+                    folder_ids = [
+                        id.strip() for id in folder_ids.split(",") if id.strip()
+                    ]
+                elif not isinstance(folder_ids, list):
+                    folder_ids = []
+                config["file_ids"] = file_ids
+                config["folder_ids"] = folder_ids
+
+                task = ingest_connector_task.delay(
+                    job_name=data["name"],
+                    user=decoded_token.get("sub"),
+                    source_type=data["source"],
+                    session_token=session_token,
+                    file_ids=file_ids,
+                    folder_ids=folder_ids,
+                    recursive=config.get("recursive", False),
+                    retriever=config.get("retriever", "classic"),
+                )
+                return make_response(
+                    jsonify({"success": True, "task_id": task.id}), 200
+                )
+            task = ingest_remote.delay(
+                source_data=source_data,
+                job_name=data["name"],
+                user=decoded_token.get("sub"),
+                loader=data["source"],
+            )
+        except Exception as err:
+            current_app.logger.error(
+                f"Error uploading remote source: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True, "task_id": task.id}), 200)
+
+
+@sources_upload_ns.route("/manage_source_files")
+class ManageSourceFiles(Resource):
+    @api.expect(
+        api.model(
+            "ManageSourceFilesModel",
+            {
+                "source_id": fields.String(
+                    required=True, description="Source ID to modify"
+                ),
+                "operation": fields.String(
+                    required=True,
+                    description="Operation: 'add', 'remove', or 'remove_directory'",
+                ),
+                "file_paths": fields.List(
+                    fields.String,
+                    required=False,
+                    description="File paths to remove (for remove operation)",
+                ),
+                "directory_path": fields.String(
+                    required=False,
+                    description="Directory path to remove (for remove_directory operation)",
+                ),
+                "file": fields.Raw(
+                    required=False, description="Files to add (for add operation)"
+                ),
+                "parent_dir": fields.String(
+                    required=False,
+                    description="Parent directory path relative to source root",
+                ),
+            },
+        )
+    )
+    @api.doc(
+        description="Add files, remove files, or remove directories from an existing source",
+    )
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(
+                jsonify({"success": False, "message": "Unauthorized"}), 401
+            )
+        user = decoded_token.get("sub")
+        source_id = request.form.get("source_id")
+        operation = request.form.get("operation")
+
+        if not source_id or not operation:
+            return make_response(
+                jsonify(
+                    {
+                        "success": False,
+                        "message": "source_id and operation are required",
+                    }
+                ),
+                400,
+            )
+        if operation not in ["add", "remove", "remove_directory"]:
+            return make_response(
+                jsonify(
+                    {
+                        "success": False,
+                        "message": "operation must be 'add', 'remove', or 'remove_directory'",
+                    }
+                ),
+                400,
+            )
+        try:
+            ObjectId(source_id)
+        except Exception:
+            return make_response(
+                jsonify({"success": False, "message": "Invalid source ID format"}), 400
+            )
+        try:
+            source = sources_collection.find_one(
+                {"_id": ObjectId(source_id), "user": user}
+            )
+            if not source:
+                return make_response(
+                    jsonify(
+                        {
+                            "success": False,
+                            "message": "Source not found or access denied",
+                        }
+                    ),
+                    404,
+                )
+        except Exception as err:
+            current_app.logger.error(f"Error finding source: {err}", exc_info=True)
+            return make_response(
+                jsonify({"success": False, "message": "Database error"}), 500
+            )
+        try:
+            storage = StorageCreator.get_storage()
+            source_file_path = source.get("file_path", "")
+            parent_dir = request.form.get("parent_dir", "")
+
+            if parent_dir and (parent_dir.startswith("/") or ".." in parent_dir):
+                return make_response(
+                    jsonify(
+                        {"success": False, "message": "Invalid parent directory path"}
+                    ),
+                    400,
+                )
+            if operation == "add":
+                files = request.files.getlist("file")
+                if not files or all(file.filename == "" for file in files):
+                    return make_response(
+                        jsonify(
+                            {
+                                "success": False,
+                                "message": "No files provided for add operation",
+                            }
+                        ),
+                        400,
+                    )
+                added_files = []
+
+                target_dir = source_file_path
+                if parent_dir:
+                    target_dir = f"{source_file_path}/{parent_dir}"
+                for file in files:
+                    if file.filename:
+                        safe_filename_str = safe_filename(file.filename)
+                        file_path = f"{target_dir}/{safe_filename_str}"
+
+                        # Save file to storage
+
+                        storage.save_file(file, file_path)
+                        added_files.append(safe_filename_str)
+                # Trigger re-ingestion pipeline
+
+                from application.api.user.tasks import reingest_source_task
+
+                task = reingest_source_task.delay(source_id=source_id, user=user)
+
+                return make_response(
+                    jsonify(
+                        {
+                            "success": True,
+                            "message": f"Added {len(added_files)} files",
+                            "added_files": added_files,
+                            "parent_dir": parent_dir,
+                            "reingest_task_id": task.id,
+                        }
+                    ),
+                    200,
+                )
+            elif operation == "remove":
+                file_paths_str = request.form.get("file_paths")
+                if not file_paths_str:
+                    return make_response(
+                        jsonify(
+                            {
+                                "success": False,
+                                "message": "file_paths required for remove operation",
+                            }
+                        ),
+                        400,
+                    )
+                try:
+                    file_paths = (
+                        json.loads(file_paths_str)
+                        if isinstance(file_paths_str, str)
+                        else file_paths_str
+                    )
+                except Exception:
+                    return make_response(
+                        jsonify(
+                            {"success": False, "message": "Invalid file_paths format"}
+                        ),
+                        400,
+                    )
+                # Remove files from storage and directory structure
+
+                removed_files = []
+                for file_path in file_paths:
+                    full_path = f"{source_file_path}/{file_path}"
+
+                    # Remove from storage
+
+                    if storage.file_exists(full_path):
+                        storage.delete_file(full_path)
+                        removed_files.append(file_path)
+                # Trigger re-ingestion pipeline
+
+                from application.api.user.tasks import reingest_source_task
+
+                task = reingest_source_task.delay(source_id=source_id, user=user)
+
+                return make_response(
+                    jsonify(
+                        {
+                            "success": True,
+                            "message": f"Removed {len(removed_files)} files",
+                            "removed_files": removed_files,
+                            "reingest_task_id": task.id,
+                        }
+                    ),
+                    200,
+                )
+            elif operation == "remove_directory":
+                directory_path = request.form.get("directory_path")
+                if not directory_path:
+                    return make_response(
+                        jsonify(
+                            {
+                                "success": False,
+                                "message": "directory_path required for remove_directory operation",
+                            }
+                        ),
+                        400,
+                    )
+                # Validate directory path (prevent path traversal)
+
+                if directory_path.startswith("/") or ".." in directory_path:
+                    current_app.logger.warning(
+                        f"Invalid directory path attempted for removal. "
+                        f"User: {user}, Source ID: {source_id}, Directory path: {directory_path}"
+                    )
+                    return make_response(
+                        jsonify(
+                            {"success": False, "message": "Invalid directory path"}
+                        ),
+                        400,
+                    )
+                full_directory_path = (
+                    f"{source_file_path}/{directory_path}"
+                    if directory_path
+                    else source_file_path
+                )
+
+                if not storage.is_directory(full_directory_path):
+                    current_app.logger.warning(
+                        f"Directory not found or is not a directory for removal. "
+                        f"User: {user}, Source ID: {source_id}, Directory path: {directory_path}, "
+                        f"Full path: {full_directory_path}"
+                    )
+                    return make_response(
+                        jsonify(
+                            {
+                                "success": False,
+                                "message": "Directory not found or is not a directory",
+                            }
+                        ),
+                        404,
+                    )
+                success = storage.remove_directory(full_directory_path)
+
+                if not success:
+                    current_app.logger.error(
+                        f"Failed to remove directory from storage. "
+                        f"User: {user}, Source ID: {source_id}, Directory path: {directory_path}, "
+                        f"Full path: {full_directory_path}"
+                    )
+                    return make_response(
+                        jsonify(
+                            {"success": False, "message": "Failed to remove directory"}
+                        ),
+                        500,
+                    )
+                current_app.logger.info(
+                    f"Successfully removed directory. "
+                    f"User: {user}, Source ID: {source_id}, Directory path: {directory_path}, "
+                    f"Full path: {full_directory_path}"
+                )
+
+                # Trigger re-ingestion pipeline
+
+                from application.api.user.tasks import reingest_source_task
+
+                task = reingest_source_task.delay(source_id=source_id, user=user)
+
+                return make_response(
+                    jsonify(
+                        {
+                            "success": True,
+                            "message": f"Successfully removed directory: {directory_path}",
+                            "removed_directory": directory_path,
+                            "reingest_task_id": task.id,
+                        }
+                    ),
+                    200,
+                )
+        except Exception as err:
+            error_context = f"operation={operation}, user={user}, source_id={source_id}"
+            if operation == "remove_directory":
+                directory_path = request.form.get("directory_path", "")
+                error_context += f", directory_path={directory_path}"
+            elif operation == "remove":
+                file_paths_str = request.form.get("file_paths", "")
+                error_context += f", file_paths={file_paths_str}"
+            elif operation == "add":
+                parent_dir = request.form.get("parent_dir", "")
+                error_context += f", parent_dir={parent_dir}"
+            current_app.logger.error(
+                f"Error managing source files: {err} ({error_context})", exc_info=True
+            )
+            return make_response(
+                jsonify({"success": False, "message": "Operation failed"}), 500
+            )
+
+
+@sources_upload_ns.route("/task_status")
+class TaskStatus(Resource):
+    task_status_model = api.model(
+        "TaskStatusModel",
+        {"task_id": fields.String(required=True, description="Task ID")},
+    )
+
+    @api.expect(task_status_model)
+    @api.doc(description="Get celery job status")
+    def get(self):
+        task_id = request.args.get("task_id")
+        if not task_id:
+            return make_response(
+                jsonify({"success": False, "message": "Task ID is required"}), 400
+            )
+        try:
+            from application.celery_init import celery
+
+            task = celery.AsyncResult(task_id)
+            task_meta = task.info
+            print(f"Task status: {task.status}")
+
+            if task.status == "PENDING":
+                inspect = celery.control.inspect()
+                active_workers = inspect.ping()
+                if not active_workers:
+                    raise ConnectionError("Service unavailable")
+
+            if not isinstance(
+                task_meta, (dict, list, str, int, float, bool, type(None))
+            ):
+                task_meta = str(task_meta)  # Convert to a string representation
+        except ConnectionError as err:
+            return make_response(
+                jsonify({"success": False, "message": str(err)}), 503
+            )
+        except Exception as err:
+            current_app.logger.error(f"Error getting task status: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"status": task.status, "result": task_meta}), 200)

application/api/user/tools/__init__.py

@@ -0,0 +1,6 @@
+"""Tools module."""
+
+from .mcp import tools_mcp_ns
+from .routes import tools_ns
+
+__all__ = ["tools_ns", "tools_mcp_ns"]

application/api/user/tools/mcp.py

@@ -0,0 +1,333 @@
+"""Tool management MCP server integration."""
+
+import json
+from email.quoprimime import unquote
+
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, redirect, request
+from flask_restx import fields, Namespace, Resource
+
+from application.agents.tools.mcp_tool import MCPOAuthManager, MCPTool
+from application.api import api
+from application.api.user.base import user_tools_collection
+from application.cache import get_redis_instance
+from application.security.encryption import encrypt_credentials
+from application.utils import check_required_fields
+
+tools_mcp_ns = Namespace("tools", description="Tool management operations", path="/api")
+
+
+@tools_mcp_ns.route("/mcp_server/test")
+class TestMCPServerConfig(Resource):
+    @api.expect(
+        api.model(
+            "MCPServerTestModel",
+            {
+                "config": fields.Raw(
+                    required=True, description="MCP server configuration to test"
+                ),
+            },
+        )
+    )
+    @api.doc(description="Test MCP server connection with provided configuration")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+
+        required_fields = ["config"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            config = data["config"]
+
+            auth_credentials = {}
+            auth_type = config.get("auth_type", "none")
+
+            if auth_type == "api_key" and "api_key" in config:
+                auth_credentials["api_key"] = config["api_key"]
+                if "api_key_header" in config:
+                    auth_credentials["api_key_header"] = config["api_key_header"]
+            elif auth_type == "bearer" and "bearer_token" in config:
+                auth_credentials["bearer_token"] = config["bearer_token"]
+            elif auth_type == "basic":
+                if "username" in config:
+                    auth_credentials["username"] = config["username"]
+                if "password" in config:
+                    auth_credentials["password"] = config["password"]
+            test_config = config.copy()
+            test_config["auth_credentials"] = auth_credentials
+
+            mcp_tool = MCPTool(config=test_config, user_id=user)
+            result = mcp_tool.test_connection()
+
+            return make_response(jsonify(result), 200)
+        except Exception as e:
+            current_app.logger.error(f"Error testing MCP server: {e}", exc_info=True)
+            return make_response(
+                jsonify(
+                    {"success": False, "error": f"Connection test failed: {str(e)}"}
+                ),
+                500,
+            )
+
+
+@tools_mcp_ns.route("/mcp_server/save")
+class MCPServerSave(Resource):
+    @api.expect(
+        api.model(
+            "MCPServerSaveModel",
+            {
+                "id": fields.String(
+                    required=False, description="Tool ID for updates (optional)"
+                ),
+                "displayName": fields.String(
+                    required=True, description="Display name for the MCP server"
+                ),
+                "config": fields.Raw(
+                    required=True, description="MCP server configuration"
+                ),
+                "status": fields.Boolean(
+                    required=False, default=True, description="Tool status"
+                ),
+            },
+        )
+    )
+    @api.doc(description="Create or update MCP server with automatic tool discovery")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+
+        required_fields = ["displayName", "config"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            config = data["config"]
+
+            auth_credentials = {}
+            auth_type = config.get("auth_type", "none")
+            if auth_type == "api_key":
+                if "api_key" in config and config["api_key"]:
+                    auth_credentials["api_key"] = config["api_key"]
+                if "api_key_header" in config:
+                    auth_credentials["api_key_header"] = config["api_key_header"]
+            elif auth_type == "bearer":
+                if "bearer_token" in config and config["bearer_token"]:
+                    auth_credentials["bearer_token"] = config["bearer_token"]
+            elif auth_type == "basic":
+                if "username" in config and config["username"]:
+                    auth_credentials["username"] = config["username"]
+                if "password" in config and config["password"]:
+                    auth_credentials["password"] = config["password"]
+            mcp_config = config.copy()
+            mcp_config["auth_credentials"] = auth_credentials
+
+            if auth_type == "oauth":
+                if not config.get("oauth_task_id"):
+                    return make_response(
+                        jsonify(
+                            {
+                                "success": False,
+                                "error": "Connection not authorized. Please complete the OAuth authorization first.",
+                            }
+                        ),
+                        400,
+                    )
+                redis_client = get_redis_instance()
+                manager = MCPOAuthManager(redis_client)
+                result = manager.get_oauth_status(config["oauth_task_id"])
+                if not result.get("status") == "completed":
+                    return make_response(
+                        jsonify(
+                            {
+                                "success": False,
+                                "error": "OAuth failed or not completed. Please try authorizing again.",
+                            }
+                        ),
+                        400,
+                    )
+                actions_metadata = result.get("tools", [])
+            elif auth_type == "none" or auth_credentials:
+                mcp_tool = MCPTool(config=mcp_config, user_id=user)
+                mcp_tool.discover_tools()
+                actions_metadata = mcp_tool.get_actions_metadata()
+            else:
+                raise Exception(
+                    "No valid credentials provided for the selected authentication type"
+                )
+            storage_config = config.copy()
+            if auth_credentials:
+                encrypted_credentials_string = encrypt_credentials(
+                    auth_credentials, user
+                )
+                storage_config["encrypted_credentials"] = encrypted_credentials_string
+            for field in [
+                "api_key",
+                "bearer_token",
+                "username",
+                "password",
+                "api_key_header",
+            ]:
+                storage_config.pop(field, None)
+            transformed_actions = []
+            for action in actions_metadata:
+                action["active"] = True
+                if "parameters" in action:
+                    if "properties" in action["parameters"]:
+                        for param_name, param_details in action["parameters"][
+                            "properties"
+                        ].items():
+                            param_details["filled_by_llm"] = True
+                            param_details["value"] = ""
+                transformed_actions.append(action)
+            tool_data = {
+                "name": "mcp_tool",
+                "displayName": data["displayName"],
+                "customName": data["displayName"],
+                "description": f"MCP Server: {storage_config.get('server_url', 'Unknown')}",
+                "config": storage_config,
+                "actions": transformed_actions,
+                "status": data.get("status", True),
+                "user": user,
+            }
+
+            tool_id = data.get("id")
+            if tool_id:
+                result = user_tools_collection.update_one(
+                    {"_id": ObjectId(tool_id), "user": user, "name": "mcp_tool"},
+                    {"$set": {k: v for k, v in tool_data.items() if k != "user"}},
+                )
+                if result.matched_count == 0:
+                    return make_response(
+                        jsonify(
+                            {
+                                "success": False,
+                                "error": "Tool not found or access denied",
+                            }
+                        ),
+                        404,
+                    )
+                response_data = {
+                    "success": True,
+                    "id": tool_id,
+                    "message": f"MCP server updated successfully! Discovered {len(transformed_actions)} tools.",
+                    "tools_count": len(transformed_actions),
+                }
+            else:
+                result = user_tools_collection.insert_one(tool_data)
+                tool_id = str(result.inserted_id)
+                response_data = {
+                    "success": True,
+                    "id": tool_id,
+                    "message": f"MCP server created successfully! Discovered {len(transformed_actions)} tools.",
+                    "tools_count": len(transformed_actions),
+                }
+            return make_response(jsonify(response_data), 200)
+        except Exception as e:
+            current_app.logger.error(f"Error saving MCP server: {e}", exc_info=True)
+            return make_response(
+                jsonify(
+                    {"success": False, "error": f"Failed to save MCP server: {str(e)}"}
+                ),
+                500,
+            )
+
+
+@tools_mcp_ns.route("/mcp_server/callback")
+class MCPOAuthCallback(Resource):
+    @api.expect(
+        api.model(
+            "MCPServerCallbackModel",
+            {
+                "code": fields.String(required=True, description="Authorization code"),
+                "state": fields.String(required=True, description="State parameter"),
+                "error": fields.String(
+                    required=False, description="Error message (if any)"
+                ),
+            },
+        )
+    )
+    @api.doc(
+        description="Handle OAuth callback by providing the authorization code and state"
+    )
+    def get(self):
+        code = request.args.get("code")
+        state = request.args.get("state")
+        error = request.args.get("error")
+
+        if error:
+            return redirect(
+                f"/api/connectors/callback-status?status=error&message=OAuth+error:+{error}.+Please+try+again+and+make+sure+to+grant+all+requested+permissions,+including+offline+access.&provider=mcp_tool"
+            )
+        if not code or not state:
+            return redirect(
+                "/api/connectors/callback-status?status=error&message=Authorization+code+or+state+not+provided.+Please+complete+the+authorization+process+and+make+sure+to+grant+offline+access.&provider=mcp_tool"
+            )
+        try:
+            redis_client = get_redis_instance()
+            if not redis_client:
+                return redirect(
+                    "/api/connectors/callback-status?status=error&message=Internal+server+error:+Redis+not+available.&provider=mcp_tool"
+                )
+            code = unquote(code)
+            manager = MCPOAuthManager(redis_client)
+            success = manager.handle_oauth_callback(state, code, error)
+            if success:
+                return redirect(
+                    "/api/connectors/callback-status?status=success&message=Authorization+code+received+successfully.+You+can+close+this+window.&provider=mcp_tool"
+                )
+            else:
+                return redirect(
+                    "/api/connectors/callback-status?status=error&message=OAuth+callback+failed.&provider=mcp_tool"
+                )
+        except Exception as e:
+            current_app.logger.error(
+                f"Error handling MCP OAuth callback: {str(e)}", exc_info=True
+            )
+            return redirect(
+                f"/api/connectors/callback-status?status=error&message=Internal+server+error:+{str(e)}.&provider=mcp_tool"
+            )
+
+
+@tools_mcp_ns.route("/mcp_server/oauth_status/<string:task_id>")
+class MCPOAuthStatus(Resource):
+    def get(self, task_id):
+        """
+        Get current status of OAuth flow.
+        Frontend should poll this endpoint periodically.
+        """
+        try:
+            redis_client = get_redis_instance()
+            status_key = f"mcp_oauth_status:{task_id}"
+            status_data = redis_client.get(status_key)
+
+            if status_data:
+                status = json.loads(status_data)
+                return make_response(
+                    jsonify({"success": True, "task_id": task_id, **status})
+                )
+            else:
+                return make_response(
+                    jsonify(
+                        {
+                            "success": False,
+                            "error": "Task not found or expired",
+                            "task_id": task_id,
+                        }
+                    ),
+                    404,
+                )
+        except Exception as e:
+            current_app.logger.error(
+                f"Error getting OAuth status for task {task_id}: {str(e)}"
+            )
+            return make_response(
+                jsonify({"success": False, "error": str(e), "task_id": task_id}), 500
+            )

application/api/user/tools/routes.py

@@ -0,0 +1,415 @@
+"""Tool management routes."""
+
+from bson.objectid import ObjectId
+from flask import current_app, jsonify, make_response, request
+from flask_restx import fields, Namespace, Resource
+
+from application.agents.tools.tool_manager import ToolManager
+from application.api import api
+from application.api.user.base import user_tools_collection
+from application.security.encryption import decrypt_credentials, encrypt_credentials
+from application.utils import check_required_fields, validate_function_name
+
+tool_config = {}
+tool_manager = ToolManager(config=tool_config)
+
+
+tools_ns = Namespace("tools", description="Tool management operations", path="/api")
+
+
+@tools_ns.route("/available_tools")
+class AvailableTools(Resource):
+    @api.doc(description="Get available tools for a user")
+    def get(self):
+        try:
+            tools_metadata = []
+            for tool_name, tool_instance in tool_manager.tools.items():
+                doc = tool_instance.__doc__.strip()
+                lines = doc.split("\n", 1)
+                name = lines[0].strip()
+                description = lines[1].strip() if len(lines) > 1 else ""
+                tools_metadata.append(
+                    {
+                        "name": tool_name,
+                        "displayName": name,
+                        "description": description,
+                        "configRequirements": tool_instance.get_config_requirements(),
+                    }
+                )
+        except Exception as err:
+            current_app.logger.error(
+                f"Error getting available tools: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True, "data": tools_metadata}), 200)
+
+
+@tools_ns.route("/get_tools")
+class GetTools(Resource):
+    @api.doc(description="Get tools created by a user")
+    def get(self):
+        try:
+            decoded_token = request.decoded_token
+            if not decoded_token:
+                return make_response(jsonify({"success": False}), 401)
+            user = decoded_token.get("sub")
+            tools = user_tools_collection.find({"user": user})
+            user_tools = []
+            for tool in tools:
+                tool["id"] = str(tool["_id"])
+                tool.pop("_id")
+                user_tools.append(tool)
+        except Exception as err:
+            current_app.logger.error(f"Error getting user tools: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True, "tools": user_tools}), 200)
+
+
+@tools_ns.route("/create_tool")
+class CreateTool(Resource):
+    @api.expect(
+        api.model(
+            "CreateToolModel",
+            {
+                "name": fields.String(required=True, description="Name of the tool"),
+                "displayName": fields.String(
+                    required=True, description="Display name for the tool"
+                ),
+                "description": fields.String(
+                    required=True, description="Tool description"
+                ),
+                "config": fields.Raw(
+                    required=True, description="Configuration of the tool"
+                ),
+                "customName": fields.String(
+                    required=False, description="Custom name for the tool"
+                ),
+                "status": fields.Boolean(
+                    required=True, description="Status of the tool"
+                ),
+            },
+        )
+    )
+    @api.doc(description="Create a new tool")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = [
+            "name",
+            "displayName",
+            "description",
+            "config",
+            "status",
+        ]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            tool_instance = tool_manager.tools.get(data["name"])
+            if not tool_instance:
+                return make_response(
+                    jsonify({"success": False, "message": "Tool not found"}), 404
+                )
+            actions_metadata = tool_instance.get_actions_metadata()
+            transformed_actions = []
+            for action in actions_metadata:
+                action["active"] = True
+                if "parameters" in action:
+                    if "properties" in action["parameters"]:
+                        for param_name, param_details in action["parameters"][
+                            "properties"
+                        ].items():
+                            param_details["filled_by_llm"] = True
+                            param_details["value"] = ""
+                transformed_actions.append(action)
+        except Exception as err:
+            current_app.logger.error(
+                f"Error getting tool actions: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        try:
+            new_tool = {
+                "user": user,
+                "name": data["name"],
+                "displayName": data["displayName"],
+                "description": data["description"],
+                "customName": data.get("customName", ""),
+                "actions": transformed_actions,
+                "config": data["config"],
+                "status": data["status"],
+            }
+            resp = user_tools_collection.insert_one(new_tool)
+            new_id = str(resp.inserted_id)
+        except Exception as err:
+            current_app.logger.error(f"Error creating tool: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"id": new_id}), 200)
+
+
+@tools_ns.route("/update_tool")
+class UpdateTool(Resource):
+    @api.expect(
+        api.model(
+            "UpdateToolModel",
+            {
+                "id": fields.String(required=True, description="Tool ID"),
+                "name": fields.String(description="Name of the tool"),
+                "displayName": fields.String(description="Display name for the tool"),
+                "customName": fields.String(description="Custom name for the tool"),
+                "description": fields.String(description="Tool description"),
+                "config": fields.Raw(description="Configuration of the tool"),
+                "actions": fields.List(
+                    fields.Raw, description="Actions the tool can perform"
+                ),
+                "status": fields.Boolean(description="Status of the tool"),
+            },
+        )
+    )
+    @api.doc(description="Update a tool by ID")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = ["id"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            update_data = {}
+            if "name" in data:
+                update_data["name"] = data["name"]
+            if "displayName" in data:
+                update_data["displayName"] = data["displayName"]
+            if "customName" in data:
+                update_data["customName"] = data["customName"]
+            if "description" in data:
+                update_data["description"] = data["description"]
+            if "actions" in data:
+                update_data["actions"] = data["actions"]
+            if "config" in data:
+                if "actions" in data["config"]:
+                    for action_name in list(data["config"]["actions"].keys()):
+                        if not validate_function_name(action_name):
+                            return make_response(
+                                jsonify(
+                                    {
+                                        "success": False,
+                                        "message": f"Invalid function name '{action_name}'. Function names must match pattern '^[a-zA-Z0-9_-]+$'.",
+                                        "param": "tools[].function.name",
+                                    }
+                                ),
+                                400,
+                            )
+                tool_doc = user_tools_collection.find_one(
+                    {"_id": ObjectId(data["id"]), "user": user}
+                )
+                if tool_doc and tool_doc.get("name") == "mcp_tool":
+                    config = data["config"]
+                    existing_config = tool_doc.get("config", {})
+                    storage_config = existing_config.copy()
+
+                    storage_config.update(config)
+                    existing_credentials = {}
+                    if "encrypted_credentials" in existing_config:
+                        existing_credentials = decrypt_credentials(
+                            existing_config["encrypted_credentials"], user
+                        )
+                    auth_credentials = existing_credentials.copy()
+                    auth_type = storage_config.get("auth_type", "none")
+                    if auth_type == "api_key":
+                        if "api_key" in config and config["api_key"]:
+                            auth_credentials["api_key"] = config["api_key"]
+                        if "api_key_header" in config:
+                            auth_credentials["api_key_header"] = config[
+                                "api_key_header"
+                            ]
+                    elif auth_type == "bearer":
+                        if "bearer_token" in config and config["bearer_token"]:
+                            auth_credentials["bearer_token"] = config["bearer_token"]
+                        elif "encrypted_token" in config and config["encrypted_token"]:
+                            auth_credentials["bearer_token"] = config["encrypted_token"]
+                    elif auth_type == "basic":
+                        if "username" in config and config["username"]:
+                            auth_credentials["username"] = config["username"]
+                        if "password" in config and config["password"]:
+                            auth_credentials["password"] = config["password"]
+                    if auth_type != "none" and auth_credentials:
+                        encrypted_credentials_string = encrypt_credentials(
+                            auth_credentials, user
+                        )
+                        storage_config["encrypted_credentials"] = (
+                            encrypted_credentials_string
+                        )
+                    elif auth_type == "none":
+                        storage_config.pop("encrypted_credentials", None)
+                    for field in [
+                        "api_key",
+                        "bearer_token",
+                        "encrypted_token",
+                        "username",
+                        "password",
+                        "api_key_header",
+                    ]:
+                        storage_config.pop(field, None)
+                    update_data["config"] = storage_config
+                else:
+                    update_data["config"] = data["config"]
+            if "status" in data:
+                update_data["status"] = data["status"]
+            user_tools_collection.update_one(
+                {"_id": ObjectId(data["id"]), "user": user},
+                {"$set": update_data},
+            )
+        except Exception as err:
+            current_app.logger.error(f"Error updating tool: {err}", exc_info=True)
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True}), 200)
+
+
+@tools_ns.route("/update_tool_config")
+class UpdateToolConfig(Resource):
+    @api.expect(
+        api.model(
+            "UpdateToolConfigModel",
+            {
+                "id": fields.String(required=True, description="Tool ID"),
+                "config": fields.Raw(
+                    required=True, description="Configuration of the tool"
+                ),
+            },
+        )
+    )
+    @api.doc(description="Update the configuration of a tool")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = ["id", "config"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            user_tools_collection.update_one(
+                {"_id": ObjectId(data["id"]), "user": user},
+                {"$set": {"config": data["config"]}},
+            )
+        except Exception as err:
+            current_app.logger.error(
+                f"Error updating tool config: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True}), 200)
+
+
+@tools_ns.route("/update_tool_actions")
+class UpdateToolActions(Resource):
+    @api.expect(
+        api.model(
+            "UpdateToolActionsModel",
+            {
+                "id": fields.String(required=True, description="Tool ID"),
+                "actions": fields.List(
+                    fields.Raw,
+                    required=True,
+                    description="Actions the tool can perform",
+                ),
+            },
+        )
+    )
+    @api.doc(description="Update the actions of a tool")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = ["id", "actions"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            user_tools_collection.update_one(
+                {"_id": ObjectId(data["id"]), "user": user},
+                {"$set": {"actions": data["actions"]}},
+            )
+        except Exception as err:
+            current_app.logger.error(
+                f"Error updating tool actions: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True}), 200)
+
+
+@tools_ns.route("/update_tool_status")
+class UpdateToolStatus(Resource):
+    @api.expect(
+        api.model(
+            "UpdateToolStatusModel",
+            {
+                "id": fields.String(required=True, description="Tool ID"),
+                "status": fields.Boolean(
+                    required=True, description="Status of the tool"
+                ),
+            },
+        )
+    )
+    @api.doc(description="Update the status of a tool")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = ["id", "status"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            user_tools_collection.update_one(
+                {"_id": ObjectId(data["id"]), "user": user},
+                {"$set": {"status": data["status"]}},
+            )
+        except Exception as err:
+            current_app.logger.error(
+                f"Error updating tool status: {err}", exc_info=True
+            )
+            return make_response(jsonify({"success": False}), 400)
+        return make_response(jsonify({"success": True}), 200)
+
+
+@tools_ns.route("/delete_tool")
+class DeleteTool(Resource):
+    @api.expect(
+        api.model(
+            "DeleteToolModel",
+            {"id": fields.String(required=True, description="Tool ID")},
+        )
+    )
+    @api.doc(description="Delete a tool by ID")
+    def post(self):
+        decoded_token = request.decoded_token
+        if not decoded_token:
+            return make_response(jsonify({"success": False}), 401)
+        user = decoded_token.get("sub")
+        data = request.get_json()
+        required_fields = ["id"]
+        missing_fields = check_required_fields(data, required_fields)
+        if missing_fields:
+            return missing_fields
+        try:
+            result = user_tools_collection.delete_one(
+                {"_id": ObjectId(data["id"]), "user": user}
+            )
+            if result.deleted_count == 0:
+                return {"success": False, "message": "Tool not found"}, 404
+        except Exception as err:
+            current_app.logger.error(f"Error deleting tool: {err}", exc_info=True)
+            return {"success": False}, 400
+        return {"success": True}, 200

application/core/settings.py

@@ -28,6 +28,10 @@ class Settings(BaseSettings):
         "claude-2": 1e5,
         "gemini-2.5-flash": 1e6,
     }
+    DEFAULT_AGENT_LIMITS: dict = {
+        "token_limit": 50000,
+        "request_limit": 500,
+    }
     UPLOAD_FOLDER: str = "inputs"
     PARSE_PDF_AS_IMAGE: bool = False
     PARSE_IMAGE_REMOTE: bool = False
@@ -41,10 +45,23 @@ class Settings(BaseSettings):
     FALLBACK_LLM_API_KEY: Optional[str] = None  # api key for fallback llm
 
     # Google Drive integration
-    GOOGLE_CLIENT_ID: Optional[str] = None # Replace with your actual Google OAuth client ID
-    GOOGLE_CLIENT_SECRET: Optional[str] = None# Replace with your actual Google OAuth client secret
-    CONNECTOR_REDIRECT_BASE_URI: Optional[str] = "http://127.0.0.1:7091/api/connectors/callback" ##add redirect url as it is to your provider's console(gcp)
+    GOOGLE_CLIENT_ID: Optional[str] = (
+        None  # Replace with your actual Google OAuth client ID
+    )
+    GOOGLE_CLIENT_SECRET: Optional[str] = (
+        None  # Replace with your actual Google OAuth client secret
+    )
+    CONNECTOR_REDIRECT_BASE_URI: Optional[str] = (
+        "http://127.0.0.1:7091/api/connectors/callback"  ##add redirect url as it is to your provider's console(gcp)
+    )
 
+    # Microsoft Entra ID (Azure AD) integration
+    MICROSOFT_CLIENT_ID: Optional[str] = None  # Azure AD Application (client) ID
+    MICROSOFT_CLIENT_SECRET: Optional[str] = None  # Azure AD Application client secret
+    MICROSOFT_TENANT_ID: Optional[str] = "common"  # Azure AD Tenant ID (or 'common' for multi-tenant)
+    MICROSOFT_AUTHORITY: Optional[str] = None  # e.g., "https://login.microsoftonline.com/{tenant_id}"
+    # GitHub source
+    GITHUB_ACCESS_TOKEN: Optional[str] = None # PAT token with read repo access
 
     # LLM Cache
     CACHE_REDIS_URL: str = "redis://localhost:6379/2"

application/llm/anthropic.py

@@ -46,5 +46,9 @@ class AnthropicLLM(BaseLLM):
             stream=True,
         )
 
-        for completion in stream_response:
-            yield completion.completion
+        try:
+            for completion in stream_response:
+                yield completion.completion
+        finally:
+            if hasattr(stream_response, 'close'):
+                stream_response.close()

application/llm/docsgpt_provider.py

@@ -121,11 +121,19 @@ class DocsGPTAPILLM(BaseLLM):
                 model="docsgpt", messages=messages, stream=stream, **kwargs
             )
 
-        for line in response:
-            if len(line.choices) > 0 and line.choices[0].delta.content is not None and len(line.choices[0].delta.content) > 0:
-                yield line.choices[0].delta.content
-            elif len(line.choices) > 0:
-                yield line.choices[0]
+        try:
+            for line in response:
+                if (
+                    len(line.choices) > 0
+                    and line.choices[0].delta.content is not None
+                    and len(line.choices[0].delta.content) > 0
+                ):
+                    yield line.choices[0].delta.content
+                elif len(line.choices) > 0:
+                    yield line.choices[0]
+        finally:
+            if hasattr(response, 'close'):
+                response.close()
 
     def _supports_tools(self):
         return True

application/llm/google_ai.py

@@ -373,17 +373,21 @@ class GoogleLLM(BaseLLM):
             config=config,
         )
 
-        for chunk in response:
-            if hasattr(chunk, "candidates") and chunk.candidates:
-                for candidate in chunk.candidates:
-                    if candidate.content and candidate.content.parts:
-                        for part in candidate.content.parts:
-                            if part.function_call:
-                                yield part
-                            elif part.text:
-                                yield part.text
-            elif hasattr(chunk, "text"):
-                yield chunk.text
+        try:
+            for chunk in response:
+                if hasattr(chunk, "candidates") and chunk.candidates:
+                    for candidate in chunk.candidates:
+                        if candidate.content and candidate.content.parts:
+                            for part in candidate.content.parts:
+                                if part.function_call:
+                                    yield part
+                                elif part.text:
+                                    yield part.text
+                elif hasattr(chunk, "text"):
+                    yield chunk.text
+        finally:
+            if hasattr(response, 'close'):
+                response.close()
 
     def _supports_tools(self):
         """Return whether this LLM supports function calling."""

application/llm/openai.py

@@ -170,15 +170,19 @@ class OpenAILLM(BaseLLM):
 
         response = self.client.chat.completions.create(**request_params)
 
-        for line in response:
-            if (
-                len(line.choices) > 0
-                and line.choices[0].delta.content is not None
-                and len(line.choices[0].delta.content) > 0
-            ):
-                yield line.choices[0].delta.content
-            elif len(line.choices) > 0:
-                yield line.choices[0]
+        try:
+            for line in response:
+                if (
+                    len(line.choices) > 0
+                    and line.choices[0].delta.content is not None
+                    and len(line.choices[0].delta.content) > 0
+                ):
+                    yield line.choices[0].delta.content
+                elif len(line.choices) > 0:
+                    yield line.choices[0]
+        finally:
+            if hasattr(response, 'close'):
+                response.close()
 
     def _supports_tools(self):
         return True

application/parser/connectors/connector_creator.py

@@ -1,5 +1,7 @@
 from application.parser.connectors.google_drive.loader import GoogleDriveLoader
 from application.parser.connectors.google_drive.auth import GoogleDriveAuth
+from application.parser.connectors.share_point.auth import SharePointAuth
+from application.parser.connectors.share_point.loader import SharePointLoader
 
 
 class ConnectorCreator:
@@ -12,10 +14,12 @@ class ConnectorCreator:
 
     connectors = {
         "google_drive": GoogleDriveLoader,
+        "share_point": SharePointLoader,
     }
 
     auth_providers = {
         "google_drive": GoogleDriveAuth,
+        "share_point": SharePointAuth,
     }
 
     @classmethod

application/parser/connectors/share_point/__init__.py

@@ -0,0 +1,10 @@
+"""
+Share Point connector package for DocsGPT.
+
+This module provides authentication and document loading capabilities for Share Point.
+"""
+
+from .auth import SharePointAuth
+from .loader import SharePointLoader
+
+__all__ = ['SharePointAuth', 'SharePointLoader']

application/parser/connectors/share_point/auth.py

@@ -0,0 +1,91 @@
+import logging
+import datetime
+from typing import Optional, Dict, Any
+
+from msal import ConfidentialClientApplication
+
+from application.core.settings import settings
+from application.parser.connectors.base import BaseConnectorAuth
+
+
+class SharePointAuth(BaseConnectorAuth):
+    """
+    Handles Microsoft OAuth 2.0 authentication.
+
+    # Documentation:
+    - https://learn.microsoft.com/en-us/entra/identity-platform/v2-oauth2-auth-code-flow
+    - https://learn.microsoft.com/en-gb/entra/msal/python/
+    """
+
+    # Microsoft Graph scopes for SharePoint access
+    SCOPES = [
+        "User.Read",
+    ]
+
+    def __init__(self):
+        self.client_id = settings.MICROSOFT_CLIENT_ID
+        self.client_secret = settings.MICROSOFT_CLIENT_SECRET
+
+        if not self.client_id or not self.client_secret:
+            raise ValueError(
+                "Microsoft OAuth credentials not configured. Please set MICROSOFT_CLIENT_ID and MICROSOFT_CLIENT_SECRET in settings."
+            )
+
+        self.redirect_uri = settings.CONNECTOR_REDIRECT_BASE_URI
+        self.tenant_id = settings.MICROSOFT_TENANT_ID
+        self.authority = getattr(settings, "MICROSOFT_AUTHORITY", f"https://{self.tenant_id}.ciamlogin.com/{self.tenant_id}")
+
+        self.auth_app = ConfidentialClientApplication(
+            client_id=self.client_id, client_credential=self.client_secret, authority=self.authority
+        )
+
+    def get_authorization_url(self, state: Optional[str] = None) -> str:
+        return self.auth_app.get_authorization_request_url(
+            scopes=self.SCOPES, state=state, redirect_uri=self.redirect_uri
+        )
+
+    def exchange_code_for_tokens(self, authorization_code: str) -> Dict[str, Any]:
+        result = self.auth_app.acquire_token_by_authorization_code(
+            code=authorization_code, scopes=self.SCOPES, redirect_uri=self.redirect_uri
+        )
+
+        if "error" in result:
+            logging.error(f"Error acquiring token: {result.get('error_description')}")
+            raise ValueError(f"Error acquiring token: {result.get('error_description')}")
+
+        return self.map_token_response(result)
+
+    def refresh_access_token(self, refresh_token: str) -> Dict[str, Any]:
+        result = self.auth_app.acquire_token_by_refresh_token(refresh_token=refresh_token, scopes=self.SCOPES)
+
+        if "error" in result:
+            logging.error(f"Error acquiring token: {result.get('error_description')}")
+            raise ValueError(f"Error acquiring token: {result.get('error_description')}")
+
+        return self.map_token_response(result)
+
+    def is_token_expired(self, token_info: Dict[str, Any]) -> bool:
+        if not token_info or "expiry" not in token_info:
+            # If no expiry info, consider token expired to be safe
+            return True
+
+        # Get expiry timestamp and current time
+        expiry_timestamp = token_info["expiry"]
+        current_timestamp = int(datetime.datetime.now().timestamp())
+
+        # Token is expired if current time is greater than or equal to expiry time
+        return current_timestamp >= expiry_timestamp
+
+    def map_token_response(self, result) -> Dict[str, Any]:
+        return {
+            "access_token": result.get("access_token"),
+            "refresh_token": result.get("refresh_token"),
+            "token_uri": result.get("id_token_claims", {}).get("iss"),
+            "scopes": result.get("scope"),
+            "expiry": result.get("id_token_claims", {}).get("exp"),
+            "user_info": {
+                "name": result.get("id_token_claims", {}).get("name"),
+                "email": result.get("id_token_claims", {}).get("preferred_username"),
+            },
+            "raw_token": result,
+        }

application/parser/connectors/share_point/loader.py

@@ -0,0 +1,44 @@
+from typing import List, Dict, Any
+from application.parser.connectors.base import BaseConnectorLoader
+from application.parser.schema.base import Document
+
+
+class SharePointLoader(BaseConnectorLoader):
+    def __init__(self, session_token: str):
+        pass
+
+    def load_data(self, inputs: Dict[str, Any]) -> List[Document]:
+        """
+        Load documents from the external knowledge base.
+
+        Args:
+            inputs: Configuration dictionary containing:
+                - file_ids: Optional list of specific file IDs to load
+                - folder_ids: Optional list of folder IDs to browse/download
+                - limit: Maximum number of items to return
+                - list_only: If True, return metadata without content
+                - recursive: Whether to recursively process folders
+
+        Returns:
+            List of Document objects
+        """
+        pass
+
+    def download_to_directory(self, local_dir: str, source_config: Dict[str, Any] = None) -> Dict[str, Any]:
+        """
+        Download files/folders to a local directory.
+
+        Args:
+            local_dir: Local directory path to download files to
+            source_config: Configuration for what to download
+
+        Returns:
+            Dictionary containing download results:
+                - files_downloaded: Number of files downloaded
+                - directory_path: Path where files were downloaded
+                - empty_result: Whether no files were downloaded
+                - source_type: Type of connector
+                - config_used: Configuration that was used
+                - error: Error message if download failed (optional)
+        """
+        pass

application/parser/remote/github_loader.py

@@ -1,44 +1,135 @@
 import base64
 import requests
-from typing import List
+import time
+from typing import List, Optional
 from application.parser.remote.base import BaseRemote
-from langchain_core.documents import Document
+from application.parser.schema.base import Document
 import mimetypes
+from application.core.settings import settings
 
 class GitHubLoader(BaseRemote):
     def __init__(self):
-        self.access_token = None
+        self.access_token = settings.GITHUB_ACCESS_TOKEN
         self.headers = {
-            "Authorization": f"token {self.access_token}"
-        } if self.access_token else {}
+            "Authorization": f"token {self.access_token}",
+            "Accept": "application/vnd.github.v3+json"
+        } if self.access_token else {
+            "Accept": "application/vnd.github.v3+json"
+        }
         return
 
-    def fetch_file_content(self, repo_url: str, file_path: str) -> str:
+    def is_text_file(self, file_path: str) -> bool:
+        """Determine if a file is a text file based on extension."""
+        # Common text file extensions
+        text_extensions = {
+            '.txt', '.md', '.markdown', '.rst', '.json', '.xml', '.yaml', '.yml',
+            '.py', '.js', '.ts', '.jsx', '.tsx', '.java', '.c', '.cpp', '.h', '.hpp',
+            '.cs', '.go', '.rs', '.rb', '.php', '.swift', '.kt', '.scala',
+            '.html', '.css', '.scss', '.sass', '.less',
+            '.sh', '.bash', '.zsh', '.fish',
+            '.sql', '.r', '.m', '.mat',
+            '.ini', '.cfg', '.conf', '.config', '.env',
+            '.gitignore', '.dockerignore', '.editorconfig',
+            '.log', '.csv', '.tsv'
+        }
+
+        # Get file extension
+        file_lower = file_path.lower()
+        for ext in text_extensions:
+            if file_lower.endswith(ext):
+                return True
+
+        # Also check MIME type
+        mime_type, _ = mimetypes.guess_type(file_path)
+        if mime_type and (mime_type.startswith("text") or mime_type in ["application/json", "application/xml"]):
+            return True
+
+        return False
+
+    def fetch_file_content(self, repo_url: str, file_path: str) -> Optional[str]:
+        """Fetch file content. Returns None if file should be skipped (binary files or empty files)."""
         url = f"https://api.github.com/repos/{repo_url}/contents/{file_path}"
-        response = requests.get(url, headers=self.headers)
+        response = self._make_request(url)
 
-        if response.status_code == 200:
-            content = response.json()
-            mime_type, _ = mimetypes.guess_type(file_path)  # Guess the MIME type based on the file extension
+        content = response.json()
 
-            if content.get("encoding") == "base64":
-                if mime_type and mime_type.startswith("text"):  # Handle only text files
-                    try:
-                        decoded_content = base64.b64decode(content["content"]).decode("utf-8")
-                        return f"Filename: {file_path}\n\n{decoded_content}"
-                    except Exception as e:
-                        raise e
-                else:
-                    return f"Filename: {file_path} is a binary file and was skipped."
+        if content.get("encoding") == "base64":
+            if self.is_text_file(file_path):  # Handle only text files
+                try:
+                    decoded_content = base64.b64decode(content["content"]).decode("utf-8").strip()
+                    # Skip empty files
+                    if not decoded_content:
+                        return None
+                    return decoded_content
+                except Exception:
+                    # If decoding fails, it's probably a binary file
+                    return None
             else:
-                return f"Filename: {file_path}\n\n{content['content']}"
+                # Skip binary files by returning None
+                return None
         else:
-            response.raise_for_status()
+            file_content = content['content'].strip()
+            # Skip empty files
+            if not file_content:
+                return None
+            return file_content
+
+    def _make_request(self, url: str, max_retries: int = 3) -> requests.Response:
+        """Make a request with retry logic for rate limiting"""
+        for attempt in range(max_retries):
+            response = requests.get(url, headers=self.headers)
+
+            if response.status_code == 200:
+                return response
+            elif response.status_code == 403:
+                # Check if it's a rate limit issue
+                try:
+                    error_data = response.json()
+                    error_msg = error_data.get("message", "")
+
+                    # Check rate limit headers
+                    remaining = response.headers.get("X-RateLimit-Remaining", "unknown")
+                    reset_time = response.headers.get("X-RateLimit-Reset", "unknown")
+
+                    print(f"GitHub API 403 Error: {error_msg}")
+                    print(f"Rate limit remaining: {remaining}, Reset time: {reset_time}")
+
+                    if "rate limit" in error_msg.lower():
+                        if attempt < max_retries - 1:
+                            wait_time = 2 ** attempt  # Exponential backoff
+                            print(f"Rate limit hit, waiting {wait_time} seconds before retry...")
+                            time.sleep(wait_time)
+                            continue
+
+                    # Provide helpful error message
+                    if remaining == "0":
+                        raise Exception(f"GitHub API rate limit exceeded. Please set GITHUB_ACCESS_TOKEN environment variable. Reset time: {reset_time}")
+                    else:
+                        raise Exception(f"GitHub API error: {error_msg}. This may require authentication - set GITHUB_ACCESS_TOKEN environment variable.")
+                except Exception as e:
+                    if isinstance(e, Exception) and "GitHub API" in str(e):
+                        raise
+                    # If we can't parse the response, raise the original error
+                    response.raise_for_status()
+            else:
+                response.raise_for_status()
+
+        return response
 
     def fetch_repo_files(self, repo_url: str, path: str = "") -> List[str]:
         url = f"https://api.github.com/repos/{repo_url}/contents/{path}"
-        response = requests.get(url, headers={**self.headers, "Accept": "application/vnd.github.v3.raw"})
+        response = self._make_request(url)
+
         contents = response.json()
+
+        # Handle error responses from GitHub API
+        if isinstance(contents, dict) and "message" in contents:
+            raise Exception(f"GitHub API error: {contents.get('message')}")
+
+        # Ensure contents is a list
+        if not isinstance(contents, list):
+            raise TypeError(f"Expected list from GitHub API, got {type(contents).__name__}: {contents}")
+
         files = []
         for item in contents:
             if item["type"] == "file":
@@ -53,6 +144,15 @@ class GitHubLoader(BaseRemote):
         documents = []
         for file_path in files:
             content = self.fetch_file_content(repo_name, file_path)
-            documents.append(Document(page_content=content, metadata={"title": file_path, 
-            "source": f"https://github.com/{repo_name}/blob/main/{file_path}"}))
+            # Skip binary files (content is None)
+            if content is None:
+                continue
+            documents.append(Document(
+                text=content,
+                doc_id=file_path,
+                extra_info={
+                    "title": file_path,
+                    "source": f"https://github.com/{repo_name}/blob/main/{file_path}"
+                }
+            ))
         return documents

application/requirements.txt

@@ -40,6 +40,7 @@ markupsafe==3.0.2
 marshmallow==3.26.1
 mpmath==1.3.0
 multidict==6.4.3
+msal==1.34.0
 mypy-extensions==1.0.0
 networkx==3.4.2
 numpy==2.2.1
@@ -87,4 +88,4 @@ werkzeug>=3.1.0,<3.1.2
 yarl==1.20.0
 markdownify==1.1.0
 tldextract==5.1.3
-websockets==14.1
+websockets==14.1

application/seed/commands.py

@@ -0,0 +1,26 @@
+import click
+
+from application.core.mongo_db import MongoDB
+from application.core.settings import settings
+from application.seed.seeder import DatabaseSeeder
+
+
+@click.group()
+def seed():
+    """Database seeding commands"""
+    pass
+
+
+@seed.command()
+@click.option("--force", is_flag=True, help="Force reseeding even if data exists")
+def init(force):
+    """Initialize database with seed data"""
+    mongo = MongoDB.get_client()
+    db = mongo[settings.MONGO_DB_NAME]
+
+    seeder = DatabaseSeeder(db)
+    seeder.seed_initial_data(force=force)
+
+
+if __name__ == "__main__":
+    seed()

application/seed/config/agents_template.yaml

@@ -0,0 +1,36 @@
+# Configuration for Premade Agents
+# This file contains template agents that will be seeded into the database
+
+agents:
+  # Basic Agent Template
+  - name: "Agent Name" # Required: Unique name for the agent
+    description: "What this agent does" # Required: Brief description of the agent's purpose
+    image: "URL_TO_IMAGE" # Optional: URL to agent's avatar/image
+    agent_type: "classic" # Required: Type of agent (e.g., classic, react, etc.)
+    prompt_id: "default" # Optional: Reference to prompt template
+    prompt: # Optional: Define new prompt
+      name: "New Prompt"
+      content: "You are new agent with cool new prompt."
+    chunks: "0" # Optional: Chunking strategy for documents
+    retriever: "" # Optional: Retriever type for document search
+
+    # Source Configuration (where the agent gets its knowledge)
+    source: # Optional: Select a source to link with agent
+      name: "Source Display Name" # Human-readable name for the source
+      url: "https://example.com/data-source" # URL or path to knowledge source
+      loader: "url" # Type of loader (url, pdf, txt, etc.)
+
+    # Tools Configuration (what capabilities the agent has)
+    tools: # Optional: Remove if agent doesn't need tools
+      - name: "tool_name" # Must match a supported tool name
+        display_name: "Tool Display Name" # Optional: Human-readable name for the tool
+        config:
+        # Tool-specific configuration
+        # Example for DuckDuckGo:
+        # token: "${DDG_API_KEY}"          # ${} denotes environment variable
+
+      # Add more tools as needed
+      # - name: "another_tool"
+      #   config:
+      #     param1: "value1"
+      #     param2: "${ENV_VAR}"

application/seed/config/premade_agents.yaml

@@ -0,0 +1,94 @@
+# Configuration for Premade Agents
+
+agents:
+  - name: "Assistant"
+    description: "Your general-purpose AI assistant. Ready to help with a wide range of tasks."
+    image: "https://d3dg1063dc54p9.cloudfront.net/imgs/agents/agent-logo.svg"
+    agent_type: "classic"
+    prompt_id: "default"
+    chunks: "0"
+    retriever: ""
+
+    # Tools Configuration
+    tools:
+      - name: "tool_name"
+        display_name: "read_webpage" 
+        config:
+
+  - name: "Researcher"
+    description: "A specialized research agent that performs deep dives into subjects."
+    image: "https://d3dg1063dc54p9.cloudfront.net/imgs/agents/agent-researcher.svg"
+    agent_type: "react"
+    prompt:
+      name: "Researcher-Agent"
+      content: |
+        You are a specialized AI research assistant, DocsGPT. Your primary function is to conduct in-depth research on a given subject or question. You are methodical, thorough, and analytical. You should perform multiple iterations of thinking to gather and synthesize information before providing a final, comprehensive answer.
+
+        You have access to the 'Read Webpage' tool. Use this tool to explore sources, gather data, and deepen your understanding. Be proactive in using the tool to fill in knowledge gaps and validate information.
+
+        Users can Upload documents for your context as attachments or sources via UI using the Conversation input box.
+        If appropriate, your answers can include code examples, formatted as follows:
+        ```(language)
+        (code)
+        ```
+        Users are also able to see charts and diagrams if you use them with valid mermaid syntax in your responses. Try to respond with mermaid charts if visualization helps with users queries. You effectively utilize chat history, ensuring relevant and tailored responses. Try to use additional provided context if it's available, otherwise use your knowledge and tool capabilities.
+        ----------------
+        Possible additional context from uploaded sources:
+        {summaries}
+
+    chunks: "0"
+    retriever: ""
+
+    # Tools Configuration
+    tools:
+      - name: "tool_name"
+        display_name: "read_webpage" 
+        config:
+
+  - name: "Search Widget"
+    description: "A powerful search widget agent. Ask it anything about DocsGPT"
+    image: "https://d3dg1063dc54p9.cloudfront.net/imgs/agents/agent-search.svg"
+    agent_type: "classic"
+    prompt:
+      name: "Search-Agent"
+      content: |
+        You are a website search assistant, DocsGPT. Your sole purpose is to help users find information within the provided context of the DocsGPT documentation. Act as a specialized search engine.
+
+        Your answers must be based *only* on the provided context. Do not use any external knowledge. If the answer is not in the context, inform the user that you could not find the information within the documentation.
+
+        Keep your responses concise and directly related to the user's query, pointing them to the most relevant information.
+        ----------------
+        Possible additional context from uploaded sources:
+        {summaries}
+
+    chunks: "8"
+    retriever: ""
+
+    source:
+      name: "DocsGPT-Docs"
+      url: "https://d3dg1063dc54p9.cloudfront.net/agent-source/docsgpt-documentation.md" # URL to DocsGPT documentation
+      loader: "url" 
+
+  - name: "Support Widget"
+    description: "A friendly support widget agent to help you with any questions."
+    image: "https://d3dg1063dc54p9.cloudfront.net/imgs/agents/agent-support.svg"
+    agent_type: "classic"
+    prompt:
+      name: "Support-Agent"
+      content: |
+        You are a helpful AI support widget agent, DocsGPT. Your goal is to assist users by answering their questions about our website, product and its features. Provide friendly, clear, and direct support.
+
+        Your knowledge is strictly limited to the provided context from the DocsGPT documentation. You must not answer questions outside of this scope. If a user asks something you cannot answer from the context, politely state that you can only help with questions about this website.
+
+        Effectively utilize chat history to understand the user's issue fully. Guide users to the information they need in a helpful and conversational manner.
+        ----------------
+        Possible additional context from uploaded sources:
+        {summaries}
+
+    chunks: "8"
+    retriever: ""
+
+    source:
+      name: "DocsGPT-Docs"
+      url: "https://d3dg1063dc54p9.cloudfront.net/agent-source/docsgpt-documentation.md" # URL to DocsGPT documentation
+      loader: "url" 

application/seed/seeder.py

@@ -0,0 +1,277 @@
+import logging
+import os
+from datetime import datetime, timezone
+from typing import Dict, List, Optional, Union
+
+import yaml
+from bson import ObjectId
+from bson.dbref import DBRef
+
+from dotenv import load_dotenv
+from pymongo import MongoClient
+
+from application.agents.tools.tool_manager import ToolManager
+from application.api.user.tasks import ingest_remote
+
+load_dotenv()
+tool_config = {}
+tool_manager = ToolManager(config=tool_config)
+
+
+class DatabaseSeeder:
+    def __init__(self, db):
+        self.db = db
+        self.tools_collection = self.db["user_tools"]
+        self.sources_collection = self.db["sources"]
+        self.agents_collection = self.db["agents"]
+        self.prompts_collection = self.db["prompts"]
+        self.system_user_id = "system"
+        self.logger = logging.getLogger(__name__)
+
+    def seed_initial_data(self, config_path: str = None, force=False):
+        """Main entry point for seeding all initial data"""
+        if not force and self._is_already_seeded():
+            self.logger.info("Database already seeded. Use force=True to reseed.")
+            return
+        config_path = config_path or os.path.join(
+            os.path.dirname(__file__), "config", "premade_agents.yaml"
+        )
+
+        try:
+            with open(config_path, "r") as f:
+                config = yaml.safe_load(f)
+                self._seed_from_config(config)
+        except Exception as e:
+            self.logger.error(f"Failed to load seeding config: {str(e)}")
+            raise
+
+    def _seed_from_config(self, config: Dict):
+        """Seed all data from configuration"""
+        self.logger.info("🌱 Starting seeding...")
+
+        if not config.get("agents"):
+            self.logger.warning("No agents found in config")
+            return
+        used_tool_ids = set()
+
+        for agent_config in config["agents"]:
+            try:
+                self.logger.info(f"Processing agent: {agent_config['name']}")
+
+                # 1. Handle Source
+
+                source_result = self._handle_source(agent_config)
+                if source_result is False:
+                    self.logger.error(
+                        f"Skipping agent {agent_config['name']} due to source ingestion failure"
+                    )
+                    continue
+                source_id = source_result
+                # 2. Handle Tools
+
+                tool_ids = self._handle_tools(agent_config)
+                if len(tool_ids) == 0:
+                    self.logger.warning(
+                        f"No valid tools for agent {agent_config['name']}"
+                    )
+                used_tool_ids.update(tool_ids)
+
+                # 3. Handle Prompt
+
+                prompt_id = self._handle_prompt(agent_config)
+
+                # 4. Create Agent
+
+                agent_data = {
+                    "user": self.system_user_id,
+                    "name": agent_config["name"],
+                    "description": agent_config["description"],
+                    "image": agent_config.get("image", ""),
+                    "source": (
+                        DBRef("sources", ObjectId(source_id)) if source_id else ""
+                    ),
+                    "tools": [str(tid) for tid in tool_ids],
+                    "agent_type": agent_config["agent_type"],
+                    "prompt_id": prompt_id or agent_config.get("prompt_id", "default"),
+                    "chunks": agent_config.get("chunks", "0"),
+                    "retriever": agent_config.get("retriever", ""),
+                    "status": "template",
+                    "createdAt": datetime.now(timezone.utc),
+                    "updatedAt": datetime.now(timezone.utc),
+                }
+
+                existing = self.agents_collection.find_one(
+                    {"user": self.system_user_id, "name": agent_config["name"]}
+                )
+                if existing:
+                    self.logger.info(f"Updating existing agent: {agent_config['name']}")
+                    self.agents_collection.update_one(
+                        {"_id": existing["_id"]}, {"$set": agent_data}
+                    )
+                    agent_id = existing["_id"]
+                else:
+                    self.logger.info(f"Creating new agent: {agent_config['name']}")
+                    result = self.agents_collection.insert_one(agent_data)
+                    agent_id = result.inserted_id
+                self.logger.info(
+                    f"Successfully processed agent: {agent_config['name']} (ID: {agent_id})"
+                )
+            except Exception as e:
+                self.logger.error(
+                    f"Error processing agent {agent_config['name']}: {str(e)}"
+                )
+                continue
+        self.logger.info("✅ Database seeding completed")
+
+    def _handle_source(self, agent_config: Dict) -> Union[ObjectId, None, bool]:
+        """Handle source ingestion and return source ID"""
+        if not agent_config.get("source"):
+            self.logger.info(
+                "No source provided for agent - will create agent without source"
+            )
+            return None
+        source_config = agent_config["source"]
+        self.logger.info(f"Ingesting source: {source_config['url']}")
+
+        try:
+            existing = self.sources_collection.find_one(
+                {"user": self.system_user_id, "remote_data": source_config["url"]}
+            )
+            if existing:
+                self.logger.info(f"Source already exists: {existing['_id']}")
+                return existing["_id"]
+            # Ingest new source using worker
+
+            task = ingest_remote.delay(
+                source_data=source_config["url"],
+                job_name=source_config["name"],
+                user=self.system_user_id,
+                loader=source_config.get("loader", "url"),
+            )
+
+            result = task.get(timeout=300)
+
+            if not task.successful():
+                raise Exception(f"Source ingestion failed: {result}")
+            source_id = None
+            if isinstance(result, dict) and "id" in result:
+                source_id = result["id"]
+            else:
+                raise Exception(f"Source ingestion result missing 'id': {result}")
+            self.logger.info(f"Source ingested successfully: {source_id}")
+            return source_id
+        except Exception as e:
+            self.logger.error(f"Failed to ingest source: {str(e)}")
+            return False
+
+    def _handle_tools(self, agent_config: Dict) -> List[ObjectId]:
+        """Handle tool creation and return list of tool IDs"""
+        tool_ids = []
+        if not agent_config.get("tools"):
+            return tool_ids
+        for tool_config in agent_config["tools"]:
+            try:
+                tool_name = tool_config["name"]
+                processed_config = self._process_config(tool_config.get("config", {}))
+                self.logger.info(f"Processing tool: {tool_name}")
+
+                existing = self.tools_collection.find_one(
+                    {
+                        "user": self.system_user_id,
+                        "name": tool_name,
+                        "config": processed_config,
+                    }
+                )
+                if existing:
+                    self.logger.info(f"Tool already exists: {existing['_id']}")
+                    tool_ids.append(existing["_id"])
+                    continue
+                tool_data = {
+                    "user": self.system_user_id,
+                    "name": tool_name,
+                    "displayName": tool_config.get("display_name", tool_name),
+                    "description": tool_config.get("description", ""),
+                    "actions": tool_manager.tools[tool_name].get_actions_metadata(),
+                    "config": processed_config,
+                    "status": True,
+                }
+
+                result = self.tools_collection.insert_one(tool_data)
+                tool_ids.append(result.inserted_id)
+                self.logger.info(f"Created new tool: {result.inserted_id}")
+            except Exception as e:
+                self.logger.error(f"Failed to process tool {tool_name}: {str(e)}")
+                continue
+        return tool_ids
+
+    def _handle_prompt(self, agent_config: Dict) -> Optional[str]:
+        """Handle prompt creation and return prompt ID"""
+        if not agent_config.get("prompt"):
+            return None
+
+        prompt_config = agent_config["prompt"]
+        prompt_name = prompt_config.get("name", f"{agent_config['name']} Prompt")
+        prompt_content = prompt_config.get("content", "")
+
+        if not prompt_content:
+            self.logger.warning(
+                f"No prompt content provided for agent {agent_config['name']}"
+            )
+            return None
+
+        self.logger.info(f"Processing prompt: {prompt_name}")
+
+        try:
+            existing = self.prompts_collection.find_one(
+                {
+                    "user": self.system_user_id,
+                    "name": prompt_name,
+                    "content": prompt_content,
+                }
+            )
+            if existing:
+                self.logger.info(f"Prompt already exists: {existing['_id']}")
+                return str(existing["_id"])
+
+            prompt_data = {
+                "name": prompt_name,
+                "content": prompt_content,
+                "user": self.system_user_id,
+            }
+
+            result = self.prompts_collection.insert_one(prompt_data)
+            prompt_id = str(result.inserted_id)
+            self.logger.info(f"Created new prompt: {prompt_id}")
+            return prompt_id
+
+        except Exception as e:
+            self.logger.error(f"Failed to process prompt {prompt_name}: {str(e)}")
+            return None
+
+    def _process_config(self, config: Dict) -> Dict:
+        """Process config values to replace environment variables"""
+        processed = {}
+        for key, value in config.items():
+            if (
+                isinstance(value, str)
+                and value.startswith("${")
+                and value.endswith("}")
+            ):
+                env_var = value[2:-1]
+                processed[key] = os.getenv(env_var, "")
+            else:
+                processed[key] = value
+        return processed
+
+    def _is_already_seeded(self) -> bool:
+        """Check if premade agents already exist"""
+        return self.agents_collection.count_documents({"user": self.system_user_id}) > 0
+
+    @classmethod
+    def initialize_from_env(cls, worker=None):
+        """Factory method to create seeder from environment"""
+        mongo_uri = os.getenv("MONGO_URI", "mongodb://localhost:27017")
+        db_name = os.getenv("MONGO_DB_NAME", "docsgpt")
+        client = MongoClient(mongo_uri)
+        db = client[db_name]
+        return cls(db)

application/storage/local.py

@@ -26,7 +26,7 @@ class LocalStorage(BaseStorage):
             return path
         return os.path.join(self.base_dir, path)
 
-    def save_file(self, file_data: BinaryIO, path: str) -> dict:
+    def save_file(self, file_data: BinaryIO, path: str, **kwargs) -> dict:
         """Save a file to local storage."""
         full_path = self._get_full_path(path)
 

application/utils.py

@@ -168,6 +168,10 @@ def validate_function_name(function_name):
 
 
 def generate_image_url(image_path):
+    if isinstance(image_path, str) and (
+        image_path.startswith("http://") or image_path.startswith("https://")
+    ):
+        return image_path
     strategy = getattr(settings, "URL_STRATEGY", "backend")
     if strategy == "s3":
         bucket_name = getattr(settings, "S3_BUCKET_NAME", "docsgpt-test-bucket")

application/worker.py

@@ -39,6 +39,7 @@ sources_collection = db["sources"]
 
 # Constants
 
+
 MIN_TOKENS = 150
 MAX_TOKENS = 1250
 RECURSION_DEPTH = 2
@@ -740,7 +741,13 @@ def remote_worker(
         if os.path.exists(full_path):
             shutil.rmtree(full_path)
     logging.info("remote_worker task completed successfully")
-    return {"urls": source_data, "name_job": name_job, "user": user, "limited": False}
+    return {
+        "id": str(id),
+        "urls": source_data,
+        "name_job": name_job,
+        "user": user,
+        "limited": False,
+    }
 
 
 def sync(

deployment/docker-compose-hub.yaml

@@ -72,4 +72,4 @@ services:
       - mongodb_data_container:/data/db
 
 volumes:
-  mongodb_data_container:
+  mongodb_data_container:

docs/pages/Agents/basics.mdx

@@ -107,3 +107,13 @@ Once an agent is created, you can:
     * Modify any of its configuration settings (name, description, source, prompt, tools, type).
     * **Generate a Public Link:** From the edit screen, you can create a shareable public link that allows others to import and use your agent.
     * **Get a Webhook URL:** You can also obtain a Webhook URL for the agent. This allows external applications or services to trigger the agent and receive responses programmatically, enabling powerful integrations and automations.
+
+## Seeding Premade Agents from YAML
+
+You can bootstrap a fresh DocsGPT deployment with a curated set of agents by seeding them directly into MongoDB.
+
+1. **Customize the configuration** – edit `application/seed/config/premade_agents.yaml` (or copy from `application/seed/config/agents_template.yaml`) to describe the agents you want to provision. Each entry lets you define prompts, tools, and optional data sources.
+2. **Ensure dependencies are running** – MongoDB must be reachable using the credentials in `.env`, and a Celery worker should be available if any agent sources need to be ingested via `ingest_remote`.
+3. **Execute the seeder** – run `python -m application.seed.commands init`. Add `--force` when you need to reseed an existing environment.
+
+The seeder keeps templates under the `system` user so they appear in the UI for anyone to clone or customize. Environment variable placeholders such as `${MY_TOKEN}` inside tool configs are resolved during the seeding process.

docs/pages/Deploying/Development-Environment.mdx

@@ -42,7 +42,7 @@ To run the DocsGPT backend locally, you'll need to set up a Python environment a
 
     *   **Option 1: Using a `.env` file (Recommended):**
         *   If you haven't already, create a file named `.env` in the **root directory** of your DocsGPT project.
-        *   Modify the `.env` file to adjust settings as needed. You can find a comprehensive list of configurable options in [`application/core/settings.py`](application/core/settings.py).
+        *   Modify the `.env` file to adjust settings as needed. You can find a comprehensive list of configurable options in [`application/core/settings.py`](https://github.com/arc53/DocsGPT/blob/main/application/core/settings.py).
 
     *   **Option 2: Exporting Environment Variables:**
         *   Alternatively, you can export environment variables directly in your terminal. However, using a `.env` file is generally more organized for development.
@@ -67,7 +67,7 @@ To run the DocsGPT backend locally, you'll need to set up a Python environment a
 
 3.  **Download Embedding Model:**
 
-    The backend requires an embedding model. Download the `mpnet-base-v2` model and place it in the `model/` directory within the project root. You can use the following script:
+    The backend requires an embedding model. Download the `mpnet-base-v2` model and place it in the `models/` directory within the project root. You can use the following script:
 
     ```bash
     wget https://d3dg1063dc54p9.cloudfront.net/models/embeddings/mpnet-base-v2.zip
@@ -75,7 +75,7 @@ To run the DocsGPT backend locally, you'll need to set up a Python environment a
     rm mpnet-base-v2.zip
     ```
 
-    Alternatively, you can manually download the zip file from [here](https://d3dg1063dc54p9.cloudfront.net/models/embeddings/mpnet-base-v2.zip), unzip it, and place the extracted folder in `model/`.
+    Alternatively, you can manually download the zip file from [here](https://d3dg1063dc54p9.cloudfront.net/models/embeddings/mpnet-base-v2.zip), unzip it, and place the extracted folder in `models/`.
 
 4.  **Install Backend Dependencies:**
 
@@ -160,4 +160,4 @@ To run the DocsGPT frontend locally, you'll need Node.js and npm (Node Package M
 
     This command will start the Vite development server. The frontend application will typically be accessible at [http://localhost:5173/](http://localhost:5173/). The terminal will display the exact URL where the frontend is running.
 
-With both the backend and frontend running, you should now have a fully functional DocsGPT development environment. You can access the application in your browser at [http://localhost:5173/](http://localhost:5173/) and start developing!
+With both the backend and frontend running, you should now have a fully functional DocsGPT development environment. You can access the application in your browser at [http://localhost:5173/](http://localhost:5173/) and start developing!

docs/pages/quickstart.mdx

@@ -43,7 +43,8 @@ The easiest way to launch DocsGPT is using the provided `setup.sh` script. This
    2) Serve Local (with Ollama)
    3) Connect Local Inference Engine
    4) Connect Cloud API Provider
-   Choose option (1-4):
+   5) Advanced: Build images locally (for developers)
+   Choose option (1-5):
    ```
 
    Let's break down each option:
@@ -56,6 +57,8 @@ The easiest way to launch DocsGPT is using the provided `setup.sh` script. This
 
    * **4) Connect Cloud API Provider:** This option lets you connect DocsGPT to a commercial Cloud API provider such as OpenAI, Google (Vertex AI/Gemini), Anthropic (Claude), Groq, HuggingFace Inference API, or Azure OpenAI. You will need an API key from your chosen provider. Select this if you prefer to use a powerful cloud-based LLM.
 
+   * **5) Modify DocsGPT's source code and rebuild the Docker images locally. Instead of pulling prebuilt images from Docker Hub or using the hosted/public API, you build the entire backend and frontend from source, customizing how DocsGPT works internally, or run it in an environment without internet access.
+
    After selecting an option and providing any required information (like API keys or model names), the script will configure your `.env` file and start DocsGPT using Docker Compose.
 
 4. **Access DocsGPT in your browser:**

frontend/.env.development

@@ -1,4 +1,6 @@
 # Please put appropriate value
 VITE_BASE_URL=http://localhost:5173
 VITE_API_HOST=http://127.0.0.1:7091
-VITE_API_STREAMING=true
+VITE_API_STREAMING=true
+VITE_NOTIFICATION_TEXT="What's new in 0.14.0 — Changelog"
+VITE_NOTIFICATION_LINK="#"

frontend/package-lock.json

@@ -12,10 +12,10 @@
         "chart.js": "^4.4.4",
         "clsx": "^2.1.1",
         "copy-to-clipboard": "^3.3.3",
-        "i18next": "^24.2.0",
+        "i18next": "^25.5.3",
         "i18next-browser-languagedetector": "^8.0.2",
         "lodash": "^4.17.21",
-        "mermaid": "^11.6.0",
+        "mermaid": "^11.12.0",
         "prop-types": "^15.8.1",
         "react": "^19.1.0",
         "react-chartjs-2": "^5.3.0",
@@ -90,22 +90,22 @@
       }
     },
     "node_modules/@antfu/install-pkg": {
-      "version": "1.0.0",
-      "resolved": "https://registry.npmjs.org/@antfu/install-pkg/-/install-pkg-1.0.0.tgz",
-      "integrity": "sha512-xvX6P/lo1B3ej0OsaErAjqgFYzYVcJpamjLAFLYh9vRJngBrMoUG7aVnrGTeqM7yxbyTD5p3F2+0/QUEh8Vzhw==",
+      "version": "1.1.0",
+      "resolved": "https://registry.npmjs.org/@antfu/install-pkg/-/install-pkg-1.1.0.tgz",
+      "integrity": "sha512-MGQsmw10ZyI+EJo45CdSER4zEb+p31LpDAFp2Z3gkSd1yqVZGi0Ebx++YTEMonJy4oChEMLsxZ64j8FH6sSqtQ==",
       "license": "MIT",
       "dependencies": {
-        "package-manager-detector": "^0.2.8",
-        "tinyexec": "^0.3.2"
+        "package-manager-detector": "^1.3.0",
+        "tinyexec": "^1.0.1"
       },
       "funding": {
         "url": "https://github.com/sponsors/antfu"
       }
     },
     "node_modules/@antfu/utils": {
-      "version": "8.1.1",
-      "resolved": "https://registry.npmjs.org/@antfu/utils/-/utils-8.1.1.tgz",
-      "integrity": "sha512-Mex9nXf9vR6AhcXmMrlz/HVgYYZpVGJ6YlPgwl7UnaFpnshXs6EK/oa5Gpf3CzENMjkvEx2tQtntGnb7UtSTOQ==",
+      "version": "9.3.0",
+      "resolved": "https://registry.npmjs.org/@antfu/utils/-/utils-9.3.0.tgz",
+      "integrity": "sha512-9hFT4RauhcUzqOE4f1+frMKLZrgNog5b06I7VmZQV1BkvwvqrbC8EBZf3L1eEL2AKb6rNKjER0sEvJiSP1FXEA==",
       "license": "MIT",
       "funding": {
         "url": "https://github.com/sponsors/antfu"
@@ -321,9 +321,9 @@
       }
     },
     "node_modules/@babel/runtime": {
-      "version": "7.27.3",
-      "resolved": "https://registry.npmjs.org/@babel/runtime/-/runtime-7.27.3.tgz",
-      "integrity": "sha512-7EYtGezsdiDMyY80+65EzwiGmcJqpmcZCojSXaRgdrBaGtWTgDZKq69cPIVped6MkIM78cTQ2GOiEYjwOlG4xw==",
+      "version": "7.28.4",
+      "resolved": "https://registry.npmjs.org/@babel/runtime/-/runtime-7.28.4.tgz",
+      "integrity": "sha512-Q/N6JNWvIvPnLDvjlE1OUBLPQHH6l3CltCEsHIujp45zQUSSh8K+gHnaEX45yAT1nyngnINhvWtzN+Nb9D8RAQ==",
       "license": "MIT",
       "engines": {
         "node": ">=6.9.0"
@@ -957,18 +957,18 @@
       "license": "MIT"
     },
     "node_modules/@iconify/utils": {
-      "version": "2.3.0",
-      "resolved": "https://registry.npmjs.org/@iconify/utils/-/utils-2.3.0.tgz",
-      "integrity": "sha512-GmQ78prtwYW6EtzXRU1rY+KwOKfz32PD7iJh6Iyqw68GiKuoZ2A6pRtzWONz5VQJbp50mEjXh/7NkumtrAgRKA==",
+      "version": "3.0.2",
+      "resolved": "https://registry.npmjs.org/@iconify/utils/-/utils-3.0.2.tgz",
+      "integrity": "sha512-EfJS0rLfVuRuJRn4psJHtK2A9TqVnkxPpHY6lYHiB9+8eSuudsxbwMiavocG45ujOo6FJ+CIRlRnlOGinzkaGQ==",
       "license": "MIT",
       "dependencies": {
-        "@antfu/install-pkg": "^1.0.0",
-        "@antfu/utils": "^8.1.0",
+        "@antfu/install-pkg": "^1.1.0",
+        "@antfu/utils": "^9.2.0",
         "@iconify/types": "^2.0.0",
-        "debug": "^4.4.0",
-        "globals": "^15.14.0",
+        "debug": "^4.4.1",
+        "globals": "^15.15.0",
         "kolorist": "^1.8.0",
-        "local-pkg": "^1.0.0",
+        "local-pkg": "^1.1.1",
         "mlly": "^1.7.4"
       }
     },
@@ -1053,9 +1053,9 @@
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     },
     "node_modules/@mermaid-js/parser": {
-      "version": "0.4.0",
-      "resolved": "https://registry.npmjs.org/@mermaid-js/parser/-/parser-0.4.0.tgz",
-      "integrity": "sha512-wla8XOWvQAwuqy+gxiZqY+c7FokraOTHRWMsbB4AgRx9Sy7zKslNyejy7E+a77qHfey5GXw/ik3IXv/NHMJgaA==",
+      "version": "0.6.3",
+      "resolved": "https://registry.npmjs.org/@mermaid-js/parser/-/parser-0.6.3.tgz",
+      "integrity": "sha512-lnjOhe7zyHjc+If7yT4zoedx2vo4sHaTmtkl1+or8BRTnCtDmcTpAjpzDSfCZrshM5bCoz0GyidzadJAH1xobA==",
       "license": "MIT",
       "dependencies": {
         "langium": "3.3.1"
@@ -2856,9 +2856,9 @@
       }
     },
     "node_modules/acorn": {
-      "version": "8.14.1",
-      "resolved": "https://registry.npmjs.org/acorn/-/acorn-8.14.1.tgz",
-      "integrity": "sha512-OvQ/2pUDKmgfCg++xsTX1wGxfTaszcHVcTctW4UJB4hibJx2HXxxO5UmVgyjMa+ZDsiaf5wWLXYpRWMmBI0QHg==",
+      "version": "8.15.0",
+      "resolved": "https://registry.npmjs.org/acorn/-/acorn-8.15.0.tgz",
+      "integrity": "sha512-NZyJarBfL7nWwIq+FDL6Zp/yHEhePMNnnJ0y3qfieCrmNvYct8uvtiV41UvlSe6apAfk0fY1FbWx+NwfmpvtTg==",
       "license": "MIT",
       "bin": {
         "acorn": "bin/acorn"
@@ -4141,15 +4141,16 @@
       }
     },
     "node_modules/dayjs": {
-      "version": "1.11.13",
-      "resolved": "https://registry.npmjs.org/dayjs/-/dayjs-1.11.13.tgz",
-      "integrity": "sha512-oaMBel6gjolK862uaPQOVTA7q3TZhuSvuMQAAglQDOWYO9A91IrAOUJEyKVlqJlHE0vq5p5UXxzdPfMH/x6xNg==",
+      "version": "1.11.18",
+      "resolved": "https://registry.npmjs.org/dayjs/-/dayjs-1.11.18.tgz",
+      "integrity": "sha512-zFBQ7WFRvVRhKcWoUh+ZA1g2HVgUbsZm9sbddh8EC5iv93sui8DVVz1Npvz+r6meo9VKfa8NyLWBsQK1VvIKPA==",
       "license": "MIT"
     },
     "node_modules/debug": {
-      "version": "4.4.0",
-      "resolved": "https://registry.npmjs.org/debug/-/debug-4.4.0.tgz",
-      "integrity": "sha512-6WTZ/IxCY/T6BALoZHaE4ctp9xm+Z5kY/pzYaCHRFeyVhojxlrm+46y68HA6hr0TcwEssoxNiDEUJQjfPZ/RYA==",
+      "version": "4.4.3",
+      "resolved": "https://registry.npmjs.org/debug/-/debug-4.4.3.tgz",
+      "integrity": "sha512-RGwwWnwQvkVfavKVt22FGLw+xYSdzARwm0ru6DhTVA3umU5hZc28V3kO4stgYryrTlLpuvgI9GiijltAjNbcqA==",
+      "license": "MIT",
       "dependencies": {
         "ms": "^2.1.3"
       },
@@ -5326,9 +5327,9 @@
       }
     },
     "node_modules/exsolve": {
-      "version": "1.0.4",
-      "resolved": "https://registry.npmjs.org/exsolve/-/exsolve-1.0.4.tgz",
-      "integrity": "sha512-xsZH6PXaER4XoV+NiT7JHp1bJodJVT+cxeSH1G0f0tlT0lJqYuHUP3bUx2HtfTDvOagMINYp8rsqusxud3RXhw==",
+      "version": "1.0.7",
+      "resolved": "https://registry.npmjs.org/exsolve/-/exsolve-1.0.7.tgz",
+      "integrity": "sha512-VO5fQUzZtI6C+vx4w/4BWJpg3s/5l+6pRQEHzFRM8WFi4XffSP1Z+4qi7GbjWbvRQEbdIco5mIMq+zX4rPuLrw==",
       "license": "MIT"
     },
     "node_modules/extend": {
@@ -6217,9 +6218,9 @@
       }
     },
     "node_modules/i18next": {
-      "version": "24.2.0",
-      "resolved": "https://registry.npmjs.org/i18next/-/i18next-24.2.0.tgz",
-      "integrity": "sha512-ArJJTS1lV6lgKH7yEf4EpgNZ7+THl7bsGxxougPYiXRTJ/Fe1j08/TBpV9QsXCIYVfdE/HWG/xLezJ5DOlfBOA==",
+      "version": "25.5.3",
+      "resolved": "https://registry.npmjs.org/i18next/-/i18next-25.5.3.tgz",
+      "integrity": "sha512-joFqorDeQ6YpIXni944upwnuHBf5IoPMuqAchGVeQLdWC2JOjxgM9V8UGLhNIIH/Q8QleRxIi0BSRQehSrDLcg==",
       "funding": [
         {
           "type": "individual",
@@ -6234,8 +6235,9 @@
           "url": "https://www.i18next.com/how-to/faq#i18next-is-awesome.-how-can-i-support-the-project"
         }
       ],
+      "license": "MIT",
       "dependencies": {
-        "@babel/runtime": "^7.23.2"
+        "@babel/runtime": "^7.27.6"
       },
       "peerDependencies": {
         "typescript": "^5"
@@ -6908,13 +6910,14 @@
       }
     },
     "node_modules/katex": {
-      "version": "0.16.21",
-      "resolved": "https://registry.npmjs.org/katex/-/katex-0.16.21.tgz",
-      "integrity": "sha512-XvqR7FgOHtWupfMiigNzmh+MgUVmDGU2kXZm899ZkPfcuoPuFxyHmXsgATDpFZDAXCI8tvinaVcDo8PIIJSo4A==",
+      "version": "0.16.23",
+      "resolved": "https://registry.npmjs.org/katex/-/katex-0.16.23.tgz",
+      "integrity": "sha512-7VlC1hsEEolL9xNO05v9VjrvWZePkCVBJqj8ruICxYjZfHaHbaU53AlP+PODyFIXEnaEIEWi3wJy7FPZ95JAVg==",
       "funding": [
         "https://opencollective.com/katex",
         "https://github.com/sponsors/katex"
       ],
+      "license": "MIT",
       "dependencies": {
         "commander": "^8.3.0"
       },
@@ -7279,14 +7282,14 @@
       }
     },
     "node_modules/local-pkg": {
-      "version": "1.1.1",
-      "resolved": "https://registry.npmjs.org/local-pkg/-/local-pkg-1.1.1.tgz",
-      "integrity": "sha512-WunYko2W1NcdfAFpuLUoucsgULmgDBRkdxHxWQ7mK0cQqwPiy8E1enjuRBrhLtZkB5iScJ1XIPdhVEFK8aOLSg==",
+      "version": "1.1.2",
+      "resolved": "https://registry.npmjs.org/local-pkg/-/local-pkg-1.1.2.tgz",
+      "integrity": "sha512-arhlxbFRmoQHl33a0Zkle/YWlmNwoyt6QNZEIJcqNbdrsix5Lvc4HyyI3EnwxTYlZYc32EbYrQ8SzEZ7dqgg9A==",
       "license": "MIT",
       "dependencies": {
         "mlly": "^1.7.4",
-        "pkg-types": "^2.0.1",
-        "quansync": "^0.2.8"
+        "pkg-types": "^2.3.0",
+        "quansync": "^0.2.11"
       },
       "engines": {
         "node": ">=14"
@@ -7482,15 +7485,15 @@
       }
     },
     "node_modules/marked": {
-      "version": "15.0.7",
-      "resolved": "https://registry.npmjs.org/marked/-/marked-15.0.7.tgz",
-      "integrity": "sha512-dgLIeKGLx5FwziAnsk4ONoGwHwGPJzselimvlVskE9XLN4Orv9u2VA3GWw/lYUqjfA0rUT/6fqKwfZJapP9BEg==",
+      "version": "16.4.0",
+      "resolved": "https://registry.npmjs.org/marked/-/marked-16.4.0.tgz",
+      "integrity": "sha512-CTPAcRBq57cn3R8n3hwc2REddc28hjR7RzDXQ+lXLmMJYqn20BaI2cGw6QjgZGIgVfp2Wdfw4aMzgNteQ6qJgQ==",
       "license": "MIT",
       "bin": {
         "marked": "bin/marked.js"
       },
       "engines": {
-        "node": ">= 18"
+        "node": ">= 20"
       }
     },
     "node_modules/math-intrinsics": {
@@ -7926,14 +7929,14 @@
       }
     },
     "node_modules/mermaid": {
-      "version": "11.6.0",
-      "resolved": "https://registry.npmjs.org/mermaid/-/mermaid-11.6.0.tgz",
-      "integrity": "sha512-PE8hGUy1LDlWIHWBP05SFdqUHGmRcCcK4IzpOKPE35eOw+G9zZgcnMpyunJVUEOgb//KBORPjysKndw8bFLuRg==",
+      "version": "11.12.0",
+      "resolved": "https://registry.npmjs.org/mermaid/-/mermaid-11.12.0.tgz",
+      "integrity": "sha512-ZudVx73BwrMJfCFmSSJT84y6u5brEoV8DOItdHomNLz32uBjNrelm7mg95X7g+C6UoQH/W6mBLGDEDv73JdxBg==",
       "license": "MIT",
       "dependencies": {
-        "@braintree/sanitize-url": "^7.0.4",
-        "@iconify/utils": "^2.1.33",
-        "@mermaid-js/parser": "^0.4.0",
+        "@braintree/sanitize-url": "^7.1.1",
+        "@iconify/utils": "^3.0.1",
+        "@mermaid-js/parser": "^0.6.2",
         "@types/d3": "^7.4.3",
         "cytoscape": "^3.29.3",
         "cytoscape-cose-bilkent": "^4.1.0",
@@ -7941,12 +7944,12 @@
         "d3": "^7.9.0",
         "d3-sankey": "^0.12.3",
         "dagre-d3-es": "7.0.11",
-        "dayjs": "^1.11.13",
-        "dompurify": "^3.2.4",
-        "katex": "^0.16.9",
+        "dayjs": "^1.11.18",
+        "dompurify": "^3.2.5",
+        "katex": "^0.16.22",
         "khroma": "^2.1.0",
         "lodash-es": "^4.17.21",
-        "marked": "^15.0.7",
+        "marked": "^16.2.1",
         "roughjs": "^4.6.6",
         "stylis": "^4.3.6",
         "ts-dedent": "^2.2.0",
@@ -8605,15 +8608,15 @@
       }
     },
     "node_modules/mlly": {
-      "version": "1.7.4",
-      "resolved": "https://registry.npmjs.org/mlly/-/mlly-1.7.4.tgz",
-      "integrity": "sha512-qmdSIPC4bDJXgZTCR7XosJiNKySV7O215tsPtDN9iEO/7q/76b/ijtgRu/+epFXSJhijtTCCGp3DWS549P3xKw==",
+      "version": "1.8.0",
+      "resolved": "https://registry.npmjs.org/mlly/-/mlly-1.8.0.tgz",
+      "integrity": "sha512-l8D9ODSRWLe2KHJSifWGwBqpTZXIXTeo8mlKjY+E2HAakaTeNpqAyBZ8GSqLzHgw4XmHmC8whvpjJNMbFZN7/g==",
       "license": "MIT",
       "dependencies": {
-        "acorn": "^8.14.0",
-        "pathe": "^2.0.1",
-        "pkg-types": "^1.3.0",
-        "ufo": "^1.5.4"
+        "acorn": "^8.15.0",
+        "pathe": "^2.0.3",
+        "pkg-types": "^1.3.1",
+        "ufo": "^1.6.1"
       }
     },
     "node_modules/mlly/node_modules/confbox": {
@@ -8922,13 +8925,10 @@
       }
     },
     "node_modules/package-manager-detector": {
-      "version": "0.2.11",
-      "resolved": "https://registry.npmjs.org/package-manager-detector/-/package-manager-detector-0.2.11.tgz",
-      "integrity": "sha512-BEnLolu+yuz22S56CU1SUKq3XC3PkwD5wv4ikR4MfGvnRVcmzXR9DwSlW2fEamyTPyXHomBJRzgapeuBvRNzJQ==",
-      "license": "MIT",
-      "dependencies": {
-        "quansync": "^0.2.7"
-      }
+      "version": "1.4.0",
+      "resolved": "https://registry.npmjs.org/package-manager-detector/-/package-manager-detector-1.4.0.tgz",
+      "integrity": "sha512-rRZ+pR1Usc+ND9M2NkmCvE/LYJS+8ORVV9X0KuNSY/gFsp7RBHJM/ADh9LYq4Vvfq6QkKrW6/weuh8SMEtN5gw==",
+      "license": "MIT"
     },
     "node_modules/parent-module": {
       "version": "1.0.1",
@@ -9083,13 +9083,13 @@
       }
     },
     "node_modules/pkg-types": {
-      "version": "2.1.0",
-      "resolved": "https://registry.npmjs.org/pkg-types/-/pkg-types-2.1.0.tgz",
-      "integrity": "sha512-wmJwA+8ihJixSoHKxZJRBQG1oY8Yr9pGLzRmSsNms0iNWyHHAlZCa7mmKiFR10YPZuz/2k169JiS/inOjBCZ2A==",
+      "version": "2.3.0",
+      "resolved": "https://registry.npmjs.org/pkg-types/-/pkg-types-2.3.0.tgz",
+      "integrity": "sha512-SIqCzDRg0s9npO5XQ3tNZioRY1uK06lA41ynBC1YmFTmnY6FjUjVt6s4LoADmwoig1qqD0oK8h1p/8mlMx8Oig==",
       "license": "MIT",
       "dependencies": {
-        "confbox": "^0.2.1",
-        "exsolve": "^1.0.1",
+        "confbox": "^0.2.2",
+        "exsolve": "^1.0.7",
         "pathe": "^2.0.3"
       }
     },
@@ -9301,9 +9301,9 @@
       }
     },
     "node_modules/quansync": {
-      "version": "0.2.10",
-      "resolved": "https://registry.npmjs.org/quansync/-/quansync-0.2.10.tgz",
-      "integrity": "sha512-t41VRkMYbkHyCYmOvx/6URnN80H7k4X0lLdBMGsz+maAwrJQYB1djpV6vHrQIBE0WBSGqhtEHrK9U3DWWH8v7A==",
+      "version": "0.2.11",
+      "resolved": "https://registry.npmjs.org/quansync/-/quansync-0.2.11.tgz",
+      "integrity": "sha512-AifT7QEbW9Nri4tAwR5M/uzpBuqfZf+zwaEM/QkzEjj7NBuFD2rBuy0K3dE+8wltbezDV7JMA0WfnCPYRSYbXA==",
       "funding": [
         {
           "type": "individual",
@@ -10538,9 +10538,9 @@
       "dev": true
     },
     "node_modules/tinyexec": {
-      "version": "0.3.2",
-      "resolved": "https://registry.npmjs.org/tinyexec/-/tinyexec-0.3.2.tgz",
-      "integrity": "sha512-KQQR9yN7R5+OSwaK0XQoj22pwHoTlgYqmUscPYoknOoWCWfj/5/ABTMRi69FrKU5ffPVh5QcFikpWJI/P1ocHA==",
+      "version": "1.0.1",
+      "resolved": "https://registry.npmjs.org/tinyexec/-/tinyexec-1.0.1.tgz",
+      "integrity": "sha512-5uC6DDlmeqiOwCPmK9jMSdOuZTh8bU39Ys6yidB+UTt5hfZUPGAypSgFRiEp+jbi9qH40BLDvy85jIU88wKSqw==",
       "license": "MIT"
     },
     "node_modules/tinyglobby": {
@@ -10790,9 +10790,9 @@
       }
     },
     "node_modules/ufo": {
-      "version": "1.5.4",
-      "resolved": "https://registry.npmjs.org/ufo/-/ufo-1.5.4.tgz",
-      "integrity": "sha512-UsUk3byDzKd04EyoZ7U4DOlxQaD14JUKQl6/P7wiX4FNvUfm3XL246n9W5AmqwW5RSFJ27NAuM0iLscAOYUiGQ==",
+      "version": "1.6.1",
+      "resolved": "https://registry.npmjs.org/ufo/-/ufo-1.6.1.tgz",
+      "integrity": "sha512-9a4/uxlTWJ4+a5i0ooc1rU7C7YOw3wT+UGqdeNNHWnOF9qcMBgLRS+4IYUqbczewFx4mLEig6gawh7X6mFlEkA==",
       "license": "MIT"
     },
     "node_modules/unbox-primitive": {

frontend/package.json

@@ -23,10 +23,10 @@
     "chart.js": "^4.4.4",
     "clsx": "^2.1.1",
     "copy-to-clipboard": "^3.3.3",
-    "i18next": "^24.2.0",
+    "i18next": "^25.5.3",
     "i18next-browser-languagedetector": "^8.0.2",
     "lodash": "^4.17.21",
-    "mermaid": "^11.6.0",
+    "mermaid": "^11.12.0",
     "prop-types": "^15.8.1",
     "react": "^19.1.0",
     "react-chartjs-2": "^5.3.0",

frontend/public/toolIcons/tool_memory.svg

@@ -0,0 +1,3 @@
+<svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#e3e3e3">
+  <path d="M240-80q-33 0-56.5-23.5T160-160v-480q0-33 23.5-56.5T240-720h80v-80q0-17 11.5-28.5T360-840q17 0 28.5 11.5T400-800v80h40v-80q0-17 11.5-28.5T480-840q17 0 28.5 11.5T520-800v80h40v-80q0-17 11.5-28.5T600-840q17 0 28.5 11.5T640-800v80h80q33 0 56.5 23.5T800-640v480q0 33-23.5 56.5T720-80H240Zm0-80h480v-480H240v480Zm120-320v-80h240v80H360Zm0 120v-80h240v80H360Zm0 120v-80h160v80H360ZM240-160v-480 480Z"/>
+</svg>

frontend/public/toolIcons/tool_notes.svg

@@ -0,0 +1 @@
+<svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#e3e3e3"><path d="M320-240h320v-80H320v80Zm0-160h320v-80H320v80ZM240-80q-33 0-56.5-23.5T160-160v-640q0-33 23.5-56.5T240-880h320l240 240v480q0 33-23.5 56.5T720-80H240Zm280-520v-200H240v640h480v-440H520ZM240-800v200-200 640-640Z"/></svg>

frontend/src/App.tsx

@@ -7,6 +7,7 @@ import Agents from './agents';
 import SharedAgentGate from './agents/SharedAgentGate';
 import ActionButtons from './components/ActionButtons';
 import Spinner from './components/Spinner';
+import UploadToast from './components/UploadToast';
 import Conversation from './conversation/Conversation';
 import { SharedConversation } from './conversation/SharedConversation';
 import { useDarkTheme, useMediaQuery } from './hooks';
@@ -14,6 +15,7 @@ import useTokenAuth from './hooks/useTokenAuth';
 import Navigation from './Navigation';
 import PageNotFound from './PageNotFound';
 import Setting from './settings';
+import Notification from './components/Notification';
 
 function AuthWrapper({ children }: { children: React.ReactNode }) {
   const { isAuthLoading } = useTokenAuth();
@@ -37,24 +39,41 @@ function MainLayout() {
       <Navigation navOpen={navOpen} setNavOpen={setNavOpen} />
       <ActionButtons showNewChat={true} showShare={true} />
       <div
-        className={`h-[calc(100dvh-64px)] overflow-auto lg:h-screen ${
+        className={`h-[calc(100dvh-64px)] overflow-auto transition-all duration-300 ease-in-out lg:h-screen ${
           !(isMobile || isTablet)
-            ? `ml-0 ${!navOpen ? 'lg:mx-auto' : 'lg:ml-72'}`
+            ? `${navOpen ? 'lg:ml-72' : 'lg:ml-0'}`
             : 'ml-0 lg:ml-16'
         }`}
       >
         <Outlet />
       </div>
+      <UploadToast />
     </div>
   );
 }
 export default function App() {
   const [, , componentMounted] = useDarkTheme();
+  const [showNotification, setShowNotification] = useState<boolean>(() => {
+    const saved = localStorage.getItem('showNotification');
+    return saved ? JSON.parse(saved) : true;
+  });
+  const notificationText = import.meta.env.VITE_NOTIFICATION_TEXT;
+  const notificationLink = import.meta.env.VITE_NOTIFICATION_LINK;
   if (!componentMounted) {
     return <div />;
   }
   return (
     <div className="relative h-full overflow-hidden">
+      {notificationLink && notificationText && showNotification && (
+        <Notification
+          notificationText={notificationText}
+          notificationLink={notificationLink}
+          handleCloseNotification={() => {
+            setShowNotification(false);
+            localStorage.setItem('showNotification', 'false');
+          }}
+        />
+      )}
       <Routes>
         <Route
           element={

frontend/src/Navigation.tsx

@@ -14,7 +14,7 @@ import Github from './assets/git_nav.svg';
 import Hamburger from './assets/hamburger.svg';
 import openNewChat from './assets/openNewChat.svg';
 import Pin from './assets/pin.svg';
-import Robot from './assets/robot.svg';
+import AgentImage from './components/AgentImage';
 import SettingGear from './assets/settingGear.svg';
 import Spark from './assets/spark.svg';
 import SpinnerDark from './assets/spinner-dark.svg';
@@ -292,20 +292,26 @@ export default function Navigation({ navOpen, setNavOpen }: NavigationProps) {
   useDefaultDocument();
   return (
     <>
-      {!navOpen && (
-        <div className="absolute top-3 left-3 z-20 hidden transition-all duration-25 lg:block">
+      {(isMobile || isTablet) && navOpen && (
+        <div
+          className="fixed inset-0 z-10 bg-black opacity-50 transition-opacity duration-300"
+          onClick={() => setNavOpen(false)}
+        />
+      )}
+
+      {
+        <div className="absolute top-3 left-3 z-20 hidden transition-all duration-300 ease-in-out lg:block">
           <div className="flex items-center gap-3">
             <button
               onClick={() => {
                 setNavOpen(!navOpen);
               }}
+              className="transition-transform duration-200 hover:scale-110"
             >
               <img
                 src={Expand}
                 alt="Toggle navigation menu"
-                className={`${
-                  !navOpen ? 'rotate-180' : 'rotate-0'
-                } m-auto transition-all duration-200`}
+                className="m-auto transition-all duration-300 ease-in-out"
               />
             </button>
             {queries?.length > 0 && (
@@ -313,6 +319,7 @@ export default function Navigation({ navOpen, setNavOpen }: NavigationProps) {
                 onClick={() => {
                   newChat();
                 }}
+                className="transition-transform duration-200 hover:scale-110"
               >
                 <img
                   src={openNewChat}
@@ -326,12 +333,12 @@ export default function Navigation({ navOpen, setNavOpen }: NavigationProps) {
             </div>
           </div>
         </div>
-      )}
+      }
       <div
         ref={navRef}
         className={`${
           !navOpen && '-ml-96 md:-ml-72'
-        } bg-lotion dark:border-r-purple-taupe dark:bg-chinese-black fixed top-0 z-20 flex h-full w-72 flex-col border-r border-b-0 transition-all duration-20 dark:text-white`}
+        } bg-lotion dark:border-r-purple-taupe dark:bg-chinese-black fixed top-0 z-20 flex h-full w-72 flex-col border-r border-b-0 transition-all duration-300 ease-in-out dark:text-white`}
       >
         <div
           className={'visible mt-2 flex h-[6vh] w-full justify-between md:h-12'}
@@ -345,7 +352,7 @@ export default function Navigation({ navOpen, setNavOpen }: NavigationProps) {
             }}
           >
             <a href="/" className="flex gap-1.5">
-              <img className="mb-2 h-10" src={DocsGPT3} alt="DocsGPT Logo" />
+              <img className="h-10" src={DocsGPT3} alt="DocsGPT Logo" />
               <p className="my-auto text-2xl font-semibold">DocsGPT</p>
             </a>
           </div>
@@ -358,9 +365,7 @@ export default function Navigation({ navOpen, setNavOpen }: NavigationProps) {
             <img
               src={Expand}
               alt="Toggle navigation menu"
-              className={`${
-                !navOpen ? 'rotate-180' : 'rotate-0'
-              } m-auto transition-all duration-200`}
+              className="m-auto transition-all duration-300 ease-in-out hover:scale-110"
             />
           </button>
         </div>
@@ -394,7 +399,7 @@ export default function Navigation({ navOpen, setNavOpen }: NavigationProps) {
           {conversations?.loading && !isDeletingConversation && (
             <div className="absolute top-1/2 left-1/2 -translate-x-1/2 -translate-y-1/2 transform">
               <img
-                src={isDarkTheme ? SpinnerDark : Spinner}
+                src={isDarkTheme ? Spinner : SpinnerDark}
                 className="animate-spin cursor-pointer bg-transparent"
                 alt="Loading conversations"
               />
@@ -419,12 +424,8 @@ export default function Navigation({ navOpen, setNavOpen }: NavigationProps) {
                     >
                       <div className="flex items-center gap-2">
                         <div className="flex w-6 justify-center">
-                          <img
-                            src={
-                              agent.image && agent.image.trim() !== ''
-                                ? agent.image
-                                : Robot
-                            }
+                          <AgentImage
+                            src={agent.image}
                             alt="agent-logo"
                             className="h-6 w-6 rounded-full object-contain"
                           />
@@ -576,7 +577,7 @@ export default function Navigation({ navOpen, setNavOpen }: NavigationProps) {
                 </NavLink>
                 <NavLink
                   target="_blank"
-                  to={'https://twitter.com/docsgptai'}
+                  to={'https://x.com/docsgptai'}
                   className={
                     'rounded-full hover:bg-gray-100 dark:hover:bg-[#28292E]'
                   }
@@ -585,7 +586,7 @@ export default function Navigation({ navOpen, setNavOpen }: NavigationProps) {
                     src={Twitter}
                     width={20}
                     height={20}
-                    alt="Follow us on Twitter"
+                    alt="Follow us on X"
                     className="m-2 self-center filter dark:invert"
                   />
                 </NavLink>

frontend/src/agents/AgentCard.tsx

@@ -1,14 +1,22 @@
-import { useRef, useState } from 'react';
+import { SyntheticEvent, useRef, useState } from 'react';
 import { useDispatch, useSelector } from 'react-redux';
 import { useNavigate } from 'react-router-dom';
 
 import userService from '../api/services/userService';
-import Robot from '../assets/robot.svg';
+import Duplicate from '../assets/duplicate.svg';
+import Edit from '../assets/edit.svg';
+import Link from '../assets/link-gray.svg';
+import Monitoring from '../assets/monitoring.svg';
+import Pin from '../assets/pin.svg';
+import Trash from '../assets/red-trash.svg';
 import ThreeDots from '../assets/three-dots.svg';
+import UnPin from '../assets/unpin.svg';
+import AgentImage from '../components/AgentImage';
 import ContextMenu, { MenuOption } from '../components/ContextMenu';
 import ConfirmationModal from '../modals/ConfirmationModal';
 import { ActiveState } from '../models/misc';
 import {
+  selectAgents,
   selectToken,
   setAgents,
   setSelectedAgent,
@@ -18,46 +26,205 @@ import { Agent } from './types';
 type AgentCardProps = {
   agent: Agent;
   agents: Agent[];
-  menuOptions?: MenuOption[];
-  onDelete?: (agentId: string) => void;
+  updateAgents?: (agents: Agent[]) => void;
+  section: string;
 };
 
 export default function AgentCard({
   agent,
   agents,
-  menuOptions,
-  onDelete,
+  updateAgents,
+  section,
 }: AgentCardProps) {
   const navigate = useNavigate();
   const dispatch = useDispatch();
   const token = useSelector(selectToken);
+  const userAgents = useSelector(selectAgents);
 
-  const [isMenuOpen, setIsMenuOpen] = useState(false);
+  const [isMenuOpen, setIsMenuOpen] = useState<boolean>(false);
   const [deleteConfirmation, setDeleteConfirmation] =
     useState<ActiveState>('INACTIVE');
 
   const menuRef = useRef<HTMLDivElement>(null);
 
-  const handleCardClick = () => {
-    if (agent.status === 'published') {
-      dispatch(setSelectedAgent(agent));
-      navigate('/');
+  const menuOptionsConfig: Record<string, MenuOption[]> = {
+    template: [
+      {
+        icon: Duplicate,
+        label: 'Duplicate',
+        onClick: (e: SyntheticEvent) => {
+          e.stopPropagation();
+          handleDuplicate();
+        },
+        variant: 'primary',
+        iconWidth: 18,
+        iconHeight: 18,
+      },
+    ],
+    user: [
+      {
+        icon: Monitoring,
+        label: 'Logs',
+        onClick: (e: SyntheticEvent) => {
+          e.stopPropagation();
+          navigate(`/agents/logs/${agent.id}`);
+        },
+        variant: 'primary',
+        iconWidth: 14,
+        iconHeight: 14,
+      },
+      {
+        icon: Edit,
+        label: 'Edit',
+        onClick: (e: SyntheticEvent) => {
+          e.stopPropagation();
+          navigate(`/agents/edit/${agent.id}`);
+        },
+        variant: 'primary',
+        iconWidth: 14,
+        iconHeight: 14,
+      },
+      ...(agent.status === 'published'
+        ? [
+            {
+              icon: agent.pinned ? UnPin : Pin,
+              label: agent.pinned ? 'Unpin' : 'Pin agent',
+              onClick: (e: SyntheticEvent) => {
+                e.stopPropagation();
+                togglePin();
+              },
+              variant: 'primary' as const,
+              iconWidth: 18,
+              iconHeight: 18,
+            },
+          ]
+        : []),
+      {
+        icon: Trash,
+        label: 'Delete',
+        onClick: (e: SyntheticEvent) => {
+          e.stopPropagation();
+          setDeleteConfirmation('ACTIVE');
+        },
+        variant: 'danger',
+        iconWidth: 13,
+        iconHeight: 13,
+      },
+    ],
+    shared: [
+      {
+        icon: Link,
+        label: 'Open',
+        onClick: (e: SyntheticEvent) => {
+          e.stopPropagation();
+          navigate(`/agents/shared/${agent.shared_token}`);
+        },
+        variant: 'primary',
+        iconWidth: 12,
+        iconHeight: 12,
+      },
+      {
+        icon: agent.pinned ? UnPin : Pin,
+        label: agent.pinned ? 'Unpin' : 'Pin agent',
+        onClick: (e: SyntheticEvent) => {
+          e.stopPropagation();
+          togglePin();
+        },
+        variant: 'primary',
+        iconWidth: 18,
+        iconHeight: 18,
+      },
+      {
+        icon: Trash,
+        label: 'Remove',
+        onClick: (e: SyntheticEvent) => {
+          e.stopPropagation();
+          handleHideSharedAgent();
+        },
+        variant: 'danger',
+        iconWidth: 13,
+        iconHeight: 13,
+      },
+    ],
+  };
+  const menuOptions = menuOptionsConfig[section] || [];
+
+  const handleClick = () => {
+    if (section === 'user') {
+      if (agent.status === 'published') {
+        dispatch(setSelectedAgent(agent));
+        navigate(`/`);
+      }
+    }
+    if (section === 'shared') {
+      navigate(`/agents/shared/${agent.shared_token}`);
     }
   };
 
-  const defaultDelete = async (agentId: string) => {
-    const response = await userService.deleteAgent(agentId, token);
-    if (!response.ok) throw new Error('Failed to delete agent');
-    const data = await response.json();
-    dispatch(setAgents(agents.filter((prevAgent) => prevAgent.id !== data.id)));
+  const togglePin = async () => {
+    try {
+      const response = await userService.togglePinAgent(agent.id ?? '', token);
+      if (!response.ok) throw new Error('Failed to pin agent');
+      const updatedAgents = agents.map((prevAgent) => {
+        if (prevAgent.id === agent.id)
+          return { ...prevAgent, pinned: !prevAgent.pinned };
+        return prevAgent;
+      });
+      updateAgents?.(updatedAgents);
+    } catch (error) {
+      console.error('Error:', error);
+    }
   };
 
+  const handleHideSharedAgent = async () => {
+    try {
+      const response = await userService.removeSharedAgent(
+        agent.id ?? '',
+        token,
+      );
+      if (!response.ok) throw new Error('Failed to hide shared agent');
+      const updatedAgents = agents.filter(
+        (prevAgent) => prevAgent.id !== agent.id,
+      );
+      updateAgents?.(updatedAgents);
+    } catch (error) {
+      console.error('Error:', error);
+    }
+  };
+
+  const handleDelete = async () => {
+    try {
+      const response = await userService.deleteAgent(agent.id ?? '', token);
+      if (!response.ok) throw new Error('Failed to delete agent');
+      const updatedAgents = agents.filter(
+        (prevAgent) => prevAgent.id !== agent.id,
+      );
+      updateAgents?.(updatedAgents);
+    } catch (error) {
+      console.error('Error:', error);
+    }
+  };
+
+  const handleDuplicate = async () => {
+    try {
+      const response = await userService.adoptAgent(agent.id ?? '', token);
+      if (!response.ok) throw new Error('Failed to duplicate agent');
+      const data = await response.json();
+      if (userAgents) {
+        const updatedAgents = [...userAgents, data.agent];
+        dispatch(setAgents(updatedAgents));
+      } else dispatch(setAgents([data.agent]));
+    } catch (error) {
+      console.error('Error:', error);
+    }
+  };
   return (
     <div
-      className={`relative flex h-44 w-48 flex-col justify-between rounded-[1.2rem] bg-[#F6F6F6] px-6 py-5 hover:bg-[#ECECEC] dark:bg-[#383838] dark:hover:bg-[#383838]/80 ${
-        agent.status === 'published' ? 'cursor-pointer' : ''
-      }`}
-      onClick={handleCardClick}
+      className={`relative flex h-44 w-full flex-col justify-between rounded-[1.2rem] bg-[#F6F6F6] px-6 py-5 hover:bg-[#ECECEC] md:w-48 dark:bg-[#383838] dark:hover:bg-[#383838]/80 ${agent.status === 'published' && 'cursor-pointer'}`}
+      onClick={(e) => {
+        e.stopPropagation();
+        handleClick();
+      }}
     >
       <div
         ref={menuRef}
@@ -67,30 +234,25 @@ export default function AgentCard({
         }}
         className="absolute top-4 right-4 z-10 cursor-pointer"
       >
-        <img src={ThreeDots} alt="options" className="h-[19px] w-[19px]" />
-        {menuOptions && (
-          <ContextMenu
-            isOpen={isMenuOpen}
-            setIsOpen={setIsMenuOpen}
-            options={menuOptions}
-            anchorRef={menuRef}
-            position="top-right"
-            offset={{ x: 0, y: 0 }}
-          />
-        )}
+        <img src={ThreeDots} alt={'use-agent'} className="h-[19px] w-[19px]" />
+        <ContextMenu
+          isOpen={isMenuOpen}
+          setIsOpen={setIsMenuOpen}
+          options={menuOptions}
+          anchorRef={menuRef}
+          position="bottom-right"
+          offset={{ x: 0, y: 0 }}
+        />
       </div>
-
       <div className="w-full">
         <div className="flex w-full items-center gap-1 px-1">
-          <img
-            src={agent.image && agent.image.trim() !== '' ? agent.image : Robot}
+          <AgentImage
+            src={agent.image}
             alt={`${agent.name}`}
             className="h-7 w-7 rounded-full object-contain"
           />
           {agent.status === 'draft' && (
-            <p className="text-xs text-black opacity-50 dark:text-[#E0E0E0]">
-              (Draft)
-            </p>
+            <p className="text-xs text-black opacity-50 dark:text-[#E0E0E0]">{`(Draft)`}</p>
           )}
         </div>
         <div className="mt-2">
@@ -105,14 +267,13 @@ export default function AgentCard({
           </p>
         </div>
       </div>
-
       <ConfirmationModal
         message="Are you sure you want to delete this agent?"
         modalState={deleteConfirmation}
         setModalState={setDeleteConfirmation}
         submitLabel="Delete"
         handleSubmit={() => {
-          onDelete ? onDelete(agent.id || '') : defaultDelete(agent.id || '');
+          handleDelete();
           setDeleteConfirmation('INACTIVE');
         }}
         cancelLabel="Cancel"

frontend/src/agents/AgentLogs.tsx

@@ -49,7 +49,7 @@ export default function AgentLogs() {
         </p>
       </div>
       <div className="mt-5 flex w-full flex-wrap items-center justify-between gap-2 px-4">
-        <h1 className="text-eerie-black m-0 text-[40px] font-bold dark:text-white">
+        <h1 className="text-eerie-black m-0 text-[32px] font-bold md:text-[40px] dark:text-white">
           Agent Logs
         </h1>
       </div>

frontend/src/agents/AgentsList.tsx

@@ -0,0 +1,134 @@
+import { useEffect, useState } from 'react';
+import { useDispatch, useSelector } from 'react-redux';
+import { useNavigate } from 'react-router-dom';
+
+import Spinner from '../components/Spinner';
+import {
+  setConversation,
+  updateConversationId,
+} from '../conversation/conversationSlice';
+import {
+  selectSelectedAgent,
+  selectToken,
+  setSelectedAgent,
+} from '../preferences/preferenceSlice';
+import AgentCard from './AgentCard';
+import { agentSectionsConfig } from './agents.config';
+import { Agent } from './types';
+
+export default function AgentsList() {
+  const dispatch = useDispatch();
+  const token = useSelector(selectToken);
+  const selectedAgent = useSelector(selectSelectedAgent);
+
+  useEffect(() => {
+    dispatch(setConversation([]));
+    dispatch(
+      updateConversationId({
+        query: { conversationId: null },
+      }),
+    );
+    if (selectedAgent) dispatch(setSelectedAgent(null));
+  }, [token]);
+  return (
+    <div className="p-4 md:p-12">
+      <h1 className="text-eerie-black mb-0 text-[32px] font-bold lg:text-[40px] dark:text-[#E0E0E0]">
+        Agents
+      </h1>
+      <p className="dark:text-gray-4000 mt-5 text-[15px] text-[#71717A]">
+        Discover and create custom versions of DocsGPT that combine
+        instructions, extra knowledge, and any combination of skills
+      </p>
+      {agentSectionsConfig.map((sectionConfig) => (
+        <AgentSection key={sectionConfig.id} config={sectionConfig} />
+      ))}
+    </div>
+  );
+}
+
+function AgentSection({
+  config,
+}: {
+  config: (typeof agentSectionsConfig)[number];
+}) {
+  const navigate = useNavigate();
+  const dispatch = useDispatch();
+  const token = useSelector(selectToken);
+  const agents = useSelector(config.selectData);
+
+  const [loading, setLoading] = useState(true);
+
+  const updateAgents = (updatedAgents: Agent[]) => {
+    dispatch(config.updateAction(updatedAgents));
+  };
+
+  useEffect(() => {
+    const getAgents = async () => {
+      setLoading(true);
+      try {
+        const response = await config.fetchAgents(token);
+        if (!response.ok)
+          throw new Error(`Failed to fetch ${config.id} agents`);
+        const data = await response.json();
+        dispatch(config.updateAction(data));
+      } catch (error) {
+        console.error(`Error fetching ${config.id} agents:`, error);
+        dispatch(config.updateAction([]));
+      } finally {
+        setLoading(false);
+      }
+    };
+    getAgents();
+  }, [token, config, dispatch]);
+  return (
+    <div className="mt-8 flex flex-col gap-4">
+      <div className="flex w-full items-center justify-between">
+        <div className="flex flex-col gap-2">
+          <h2 className="text-[18px] font-semibold text-[#18181B] dark:text-[#E0E0E0]">
+            {config.title}
+          </h2>
+          <p className="text-[13px] text-[#71717A]">{config.description}</p>
+        </div>
+        {config.showNewAgentButton && (
+          <button
+            className="bg-purple-30 hover:bg-violets-are-blue rounded-full px-4 py-2 text-sm text-white"
+            onClick={() => navigate('/agents/new')}
+          >
+            New Agent
+          </button>
+        )}
+      </div>
+      <div>
+        {loading ? (
+          <div className="flex h-72 w-full items-center justify-center">
+            <Spinner />
+          </div>
+        ) : agents && agents.length > 0 ? (
+          <div className="grid grid-cols-1 gap-4 sm:flex sm:flex-wrap">
+            {agents.map((agent) => (
+              <AgentCard
+                key={agent.id}
+                agent={agent}
+                agents={agents}
+                updateAgents={updateAgents}
+                section={config.id}
+              />
+            ))}
+          </div>
+        ) : (
+          <div className="flex h-72 w-full flex-col items-center justify-center gap-3 text-base text-[#18181B] dark:text-[#E0E0E0]">
+            <p>{config.emptyStateDescription}</p>
+            {config.showNewAgentButton && (
+              <button
+                className="bg-purple-30 hover:bg-violets-are-blue ml-2 rounded-full px-4 py-2 text-sm text-white"
+                onClick={() => navigate('/agents/new')}
+              >
+                New Agent
+              </button>
+            )}
+          </div>
+        )}
+      </div>
+    </div>
+  );
+}

frontend/src/agents/NewAgent.tsx

@@ -23,7 +23,7 @@ import PromptsModal from '../preferences/PromptsModal';
 import Prompts from '../settings/Prompts';
 import { UserToolType } from '../settings/types';
 import AgentPreview from './AgentPreview';
-import { Agent } from './types';
+import { Agent, ToolSummary } from './types';
 
 const embeddingsName =
   import.meta.env.VITE_EMBEDDINGS_NAME ||
@@ -53,6 +53,10 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
     agent_type: 'classic',
     status: '',
     json_schema: undefined,
+    limited_token_mode: false,
+    token_limit: undefined,
+    limited_request_mode: false,
+    request_limit: undefined,
   });
   const [imageFile, setImageFile] = useState<File | null>(null);
   const [prompts, setPrompts] = useState<
@@ -64,9 +68,7 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
   const [selectedSourceIds, setSelectedSourceIds] = useState<
     Set<string | number>
   >(new Set());
-  const [selectedToolIds, setSelectedToolIds] = useState<Set<string | number>>(
-    new Set(),
-  );
+  const [selectedTools, setSelectedTools] = useState<ToolSummary[]>([]);
   const [deleteConfirmation, setDeleteConfirmation] =
     useState<ActiveState>('INACTIVE');
   const [agentDetails, setAgentDetails] = useState<ActiveState>('INACTIVE');
@@ -76,7 +78,8 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
   const [publishLoading, setPublishLoading] = useState(false);
   const [jsonSchemaText, setJsonSchemaText] = useState('');
   const [jsonSchemaValid, setJsonSchemaValid] = useState(true);
-  const [isJsonSchemaExpanded, setIsJsonSchemaExpanded] = useState(false);
+  const [isAdvancedSectionExpanded, setIsAdvancedSectionExpanded] =
+    useState(false);
 
   const initialAgentRef = useRef<Agent | null>(null);
   const sourceAnchorButtonRef = useRef<HTMLButtonElement>(null);
@@ -193,6 +196,16 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
     formData.append('agent_type', agent.agent_type);
     formData.append('status', 'draft');
 
+    if (agent.limited_token_mode && agent.token_limit) {
+      formData.append('limited_token_mode', 'True');
+      formData.append('token_limit', JSON.stringify(agent.token_limit));
+    } else formData.append('token_limit', '0');
+
+    if (agent.limited_request_mode && agent.request_limit) {
+      formData.append('limited_request_mode', 'True');
+      formData.append('request_limit', JSON.stringify(agent.request_limit));
+    } else formData.append('request_limit', '0');
+
     if (imageFile) formData.append('image', imageFile);
 
     if (agent.tools && agent.tools.length > 0)
@@ -282,6 +295,16 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
       formData.append('json_schema', JSON.stringify(agent.json_schema));
     }
 
+    if (agent.limited_token_mode && agent.token_limit) {
+      formData.append('limited_token_mode', 'True');
+      formData.append('token_limit', JSON.stringify(agent.token_limit));
+    } else formData.append('token_limit', '0');
+
+    if (agent.limited_request_mode && agent.request_limit) {
+      formData.append('limited_request_mode', 'True');
+      formData.append('request_limit', JSON.stringify(agent.request_limit));
+    } else formData.append('request_limit', '0');
+
     try {
       setPublishLoading(true);
       const response =
@@ -337,7 +360,7 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
       const data = await response.json();
       const tools: OptionType[] = data.tools.map((tool: UserToolType) => ({
         id: tool.id,
-        label: tool.displayName,
+        label: tool.customName ? tool.customName : tool.displayName,
         icon: `/toolIcons/tool_${tool.name}.svg`,
       }));
       setUserTools(tools);
@@ -410,7 +433,7 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
           setSelectedSourceIds(new Set([data.retriever]));
         }
 
-        if (data.tools) setSelectedToolIds(new Set(data.tools));
+        if (data.tool_details) setSelectedTools(data.tool_details);
         if (data.status === 'draft') setEffectiveMode('draft');
         if (data.json_schema) {
           const jsonText = JSON.stringify(data.json_schema, null, 2);
@@ -480,16 +503,13 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
   }, [selectedSourceIds]);
 
   useEffect(() => {
-    const selectedTool = Array.from(selectedToolIds).map((id) =>
-      userTools.find((tool) => tool.id === id),
-    );
     setAgent((prev) => ({
       ...prev,
-      tools: selectedTool
+      tools: Array.from(selectedTools)
         .map((tool) => tool?.id)
         .filter((id): id is string => typeof id === 'string'),
     }));
-  }, [selectedToolIds]);
+  }, [selectedTools]);
 
   useEffect(() => {
     if (isPublishable()) dispatch(setSelectedAgent(agent));
@@ -527,7 +547,7 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
         </p>
       </div>
       <div className="mt-5 flex w-full flex-wrap items-center justify-between gap-2 px-4">
-        <h1 className="text-eerie-black m-0 text-[40px] font-bold dark:text-white">
+        <h1 className="text-eerie-black m-0 text-[32px] font-bold lg:text-[40px] dark:text-white">
           {modeConfig[effectiveMode].heading}
         </h1>
         <div className="flex flex-wrap items-center gap-1">
@@ -645,15 +665,15 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
                 >
                   {selectedSourceIds.size > 0
                     ? Array.from(selectedSourceIds)
-                        .map(
-                          (id) =>
-                            sourceDocs?.find(
-                              (source) =>
-                                source.id === id ||
-                                source.name === id ||
-                                source.retriever === id,
-                            )?.name,
-                        )
+                        .map((id) => {
+                          const matchedDoc = sourceDocs?.find(
+                            (source) =>
+                              source.id === id ||
+                              source.name === id ||
+                              source.retriever === id,
+                          );
+                          return matchedDoc?.name || `External KB`;
+                        })
                         .filter(Boolean)
                         .join(', ')
                     : 'Select sources'}
@@ -768,16 +788,14 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
                 ref={toolAnchorButtonRef}
                 onClick={() => setIsToolsPopupOpen(!isToolsPopupOpen)}
                 className={`border-silver dark:bg-raisin-black w-full truncate rounded-3xl border bg-white px-5 py-3 text-left text-sm dark:border-[#7E7E7E] ${
-                  selectedToolIds.size > 0
+                  selectedTools.length > 0
                     ? 'text-jet dark:text-bright-gray'
                     : 'dark:text-silver text-gray-400'
                 }`}
               >
-                {selectedToolIds.size > 0
-                  ? Array.from(selectedToolIds)
-                      .map(
-                        (id) => userTools.find((tool) => tool.id === id)?.label,
-                      )
+                {selectedTools.length > 0
+                  ? selectedTools
+                      .map((tool) => tool.display_name || tool.name)
                       .filter(Boolean)
                       .join(', ')
                   : 'Select tools'}
@@ -787,9 +805,17 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
                 onClose={() => setIsToolsPopupOpen(false)}
                 anchorRef={toolAnchorButtonRef}
                 options={userTools}
-                selectedIds={selectedToolIds}
+                selectedIds={new Set(selectedTools.map((tool) => tool.id))}
                 onSelectionChange={(newSelectedIds: Set<string | number>) =>
-                  setSelectedToolIds(newSelectedIds)
+                  setSelectedTools(
+                    userTools
+                      .filter((tool) => newSelectedIds.has(tool.id))
+                      .map((tool) => ({
+                        id: String(tool.id),
+                        name: tool.label,
+                        display_name: tool.label,
+                      })),
+                  )
                 }
                 title="Select Tools"
                 searchPlaceholder="Search tools..."
@@ -824,7 +850,9 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
           </div>
           <div className="rounded-[30px] bg-[#F6F6F6] px-6 py-3 dark:bg-[#383838] dark:text-[#E0E0E0]">
             <button
-              onClick={() => setIsJsonSchemaExpanded(!isJsonSchemaExpanded)}
+              onClick={() =>
+                setIsAdvancedSectionExpanded(!isAdvancedSectionExpanded)
+              }
               className="flex w-full items-center justify-between text-left focus:outline-none"
             >
               <div>
@@ -833,7 +861,7 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
               <div className="ml-4 flex items-center">
                 <svg
                   className={`h-5 w-5 transform transition-transform duration-200 ${
-                    isJsonSchemaExpanded ? 'rotate-180' : ''
+                    isAdvancedSectionExpanded ? 'rotate-180' : ''
                   }`}
                   fill="none"
                   stroke="currentColor"
@@ -848,7 +876,7 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
                 </svg>
               </div>
             </button>
-            {isJsonSchemaExpanded && (
+            {isAdvancedSectionExpanded && (
               <div className="mt-3">
                 <div>
                   <h2 className="text-sm font-medium">JSON response schema</h2>
@@ -891,6 +919,115 @@ export default function NewAgent({ mode }: { mode: 'new' | 'edit' | 'draft' }) {
                       : 'Invalid JSON - fix to enable saving'}
                   </div>
                 )}
+
+                <div className="mt-6">
+                  <div className="flex items-center justify-between">
+                    <div>
+                      <h2 className="text-sm font-medium">Token limiting</h2>
+                      <p className="mt-1 text-xs text-gray-600 dark:text-gray-400">
+                        Limit daily total tokens that can be used by this agent
+                      </p>
+                    </div>
+                    <button
+                      onClick={() => {
+                        const newTokenMode = !agent.limited_token_mode;
+                        setAgent({
+                          ...agent,
+                          limited_token_mode: newTokenMode,
+                          limited_request_mode: newTokenMode
+                            ? false
+                            : agent.limited_request_mode,
+                        });
+                      }}
+                      className={`relative h-6 w-11 rounded-full transition-colors ${
+                        agent.limited_token_mode
+                          ? 'bg-purple-30'
+                          : 'bg-gray-300 dark:bg-gray-600'
+                      }`}
+                    >
+                      <span
+                        className={`absolute top-0.5 h-5 w-5 transform rounded-full bg-white transition-transform ${
+                          agent.limited_token_mode ? '' : '-translate-x-5'
+                        }`}
+                      />
+                    </button>
+                  </div>
+                  <input
+                    type="number"
+                    min="0"
+                    value={agent.token_limit || ''}
+                    onChange={(e) =>
+                      setAgent({
+                        ...agent,
+                        token_limit: e.target.value
+                          ? parseInt(e.target.value)
+                          : undefined,
+                      })
+                    }
+                    disabled={!agent.limited_token_mode}
+                    placeholder="Enter token limit"
+                    className={`border-silver text-jet dark:bg-raisin-black dark:text-bright-gray dark:placeholder:text-silver mt-2 w-full rounded-3xl border bg-white px-5 py-3 text-sm outline-hidden placeholder:text-gray-400 dark:border-[#7E7E7E] ${
+                      !agent.limited_token_mode
+                        ? 'cursor-not-allowed opacity-50'
+                        : ''
+                    }`}
+                  />
+                </div>
+
+                <div className="mt-6">
+                  <div className="flex items-center justify-between">
+                    <div>
+                      <h2 className="text-sm font-medium">Request limiting</h2>
+                      <p className="mt-1 text-xs text-gray-600 dark:text-gray-400">
+                        Limit daily total requests that can be made to this
+                        agent
+                      </p>
+                    </div>
+                    <button
+                      onClick={() => {
+                        const newRequestMode = !agent.limited_request_mode;
+                        setAgent({
+                          ...agent,
+                          limited_request_mode: newRequestMode,
+                          limited_token_mode: newRequestMode
+                            ? false
+                            : agent.limited_token_mode,
+                        });
+                      }}
+                      className={`relative h-6 w-11 rounded-full transition-colors ${
+                        agent.limited_request_mode
+                          ? 'bg-purple-30'
+                          : 'bg-gray-300 dark:bg-gray-600'
+                      }`}
+                    >
+                      <span
+                        className={`absolute top-0.5 h-5 w-5 transform rounded-full bg-white transition-transform ${
+                          agent.limited_request_mode ? '' : '-translate-x-5'
+                        }`}
+                      />
+                    </button>
+                  </div>
+                  <input
+                    type="number"
+                    min="0"
+                    value={agent.request_limit || ''}
+                    onChange={(e) =>
+                      setAgent({
+                        ...agent,
+                        request_limit: e.target.value
+                          ? parseInt(e.target.value)
+                          : undefined,
+                      })
+                    }
+                    disabled={!agent.limited_request_mode}
+                    placeholder="Enter request limit"
+                    className={`border-silver text-jet dark:bg-raisin-black dark:text-bright-gray dark:placeholder:text-silver mt-2 w-full rounded-3xl border bg-white px-5 py-3 text-sm outline-hidden placeholder:text-gray-400 dark:border-[#7E7E7E] ${
+                      !agent.limited_request_mode
+                        ? 'cursor-not-allowed opacity-50'
+                        : ''
+                    }`}
+                  />
+                </div>
               </div>
             )}
           </div>

frontend/src/agents/SharedAgent.tsx

@@ -6,7 +6,7 @@ import { useParams } from 'react-router-dom';
 import userService from '../api/services/userService';
 import NoFilesDarkIcon from '../assets/no-files-dark.svg';
 import NoFilesIcon from '../assets/no-files.svg';
-import Robot from '../assets/robot.svg';
+import AgentImage from '../components/AgentImage';
 import MessageInput from '../components/MessageInput';
 import Spinner from '../components/Spinner';
 import ConversationMessages from '../conversation/ConversationMessages';
@@ -152,12 +152,8 @@ export default function SharedAgent() {
   return (
     <div className="relative h-full w-full">
       <div className="absolute top-5 left-4 hidden items-center gap-3 sm:flex">
-        <img
-          src={
-            sharedAgent.image && sharedAgent.image.trim() !== ''
-              ? sharedAgent.image
-              : Robot
-          }
+        <AgentImage
+          src={sharedAgent.image}
           alt="agent-logo"
           className="h-6 w-6 rounded-full object-contain"
         />

frontend/src/agents/SharedAgentCard.tsx

@@ -1,13 +1,19 @@
-import Robot from '../assets/robot.svg';
+import AgentImage from '../components/AgentImage';
 import { Agent } from './types';
 
 export default function SharedAgentCard({ agent }: { agent: Agent }) {
+  // Check if shared metadata exists and has properties (type is 'any' so we validate it's a non-empty object)
+  const hasSharedMetadata =
+    agent.shared_metadata &&
+    typeof agent.shared_metadata === 'object' &&
+    agent.shared_metadata !== null &&
+    Object.keys(agent.shared_metadata).length > 0;
   return (
     <div className="border-dark-gray dark:border-grey flex w-full max-w-[720px] flex-col rounded-3xl border p-6 shadow-xs sm:w-fit sm:min-w-[480px]">
       <div className="flex items-center gap-3">
         <div className="flex h-12 w-12 items-center justify-center overflow-hidden rounded-full p-1">
-          <img
-            src={agent.image && agent.image.trim() !== '' ? agent.image : Robot}
+          <AgentImage
+            src={agent.image}
             className="h-full w-full rounded-full object-contain"
           />
         </div>
@@ -20,7 +26,7 @@ export default function SharedAgentCard({ agent }: { agent: Agent }) {
           </p>
         </div>
       </div>
-      {agent.shared_metadata && (
+      {hasSharedMetadata && (
         <div className="mt-4 flex items-center gap-8">
           {agent.shared_metadata?.shared_by && (
             <p className="text-eerie-black text-xs font-light sm:text-sm dark:text-[#E0E0E0]">

frontend/src/agents/agentPreviewSlice.ts

@@ -1,19 +1,20 @@
 import { createAsyncThunk, createSlice, PayloadAction } from '@reduxjs/toolkit';
+
+import {
+  handleFetchAnswer,
+  handleFetchAnswerSteaming,
+} from '../conversation/conversationHandlers';
 import {
   Answer,
   ConversationState,
   Query,
   Status,
 } from '../conversation/conversationModels';
-import {
-  handleFetchAnswer,
-  handleFetchAnswerSteaming,
-} from '../conversation/conversationHandlers';
-import {
-  selectCompletedAttachments,
-  clearAttachments,
-} from '../upload/uploadSlice';
 import store from '../store';
+import {
+  clearAttachments,
+  selectCompletedAttachments,
+} from '../upload/uploadSlice';
 
 const initialState: ConversationState = {
   queries: [],
@@ -56,7 +57,7 @@ export const fetchPreviewAnswer = createAsyncThunk<
           question,
           signal,
           state.preference.token,
-          state.preference.selectedDocs!,
+          state.preference.selectedDocs,
           null, // No conversation ID for previews
           state.preference.prompt.id,
           state.preference.chunks,
@@ -127,7 +128,7 @@ export const fetchPreviewAnswer = createAsyncThunk<
           question,
           signal,
           state.preference.token,
-          state.preference.selectedDocs!,
+          state.preference.selectedDocs,
           null, // No conversation ID for previews
           state.preference.prompt.id,
           state.preference.chunks,

frontend/src/agents/agents.config.ts

@@ -0,0 +1,42 @@
+import userService from '../api/services/userService';
+import {
+  selectAgents,
+  selectTemplateAgents,
+  selectSharedAgents,
+  setAgents,
+  setTemplateAgents,
+  setSharedAgents,
+} from '../preferences/preferenceSlice';
+
+export const agentSectionsConfig = [
+  {
+    id: 'template',
+    title: 'By DocsGPT',
+    description: 'Agents provided by DocsGPT',
+    showNewAgentButton: false,
+    emptyStateDescription: 'No template agents found.',
+    fetchAgents: (token: string | null) => userService.getTemplateAgents(token),
+    selectData: selectTemplateAgents,
+    updateAction: setTemplateAgents,
+  },
+  {
+    id: 'user',
+    title: 'By me',
+    description: 'Agents created or published by you',
+    showNewAgentButton: true,
+    emptyStateDescription: 'You don’t have any created agents yet.',
+    fetchAgents: (token: string | null) => userService.getAgents(token),
+    selectData: selectAgents,
+    updateAction: setAgents,
+  },
+  {
+    id: 'shared',
+    title: 'Shared with me',
+    description: 'Agents imported by using a public link',
+    showNewAgentButton: false,
+    emptyStateDescription: 'No shared agents found.',
+    fetchAgents: (token: string | null) => userService.getSharedAgents(token),
+    selectData: selectSharedAgents,
+    updateAction: setSharedAgents,
+  },
+];

frontend/src/agents/index.tsx

@@ -1,37 +1,9 @@
-import { SyntheticEvent, useEffect, useRef, useState } from 'react';
-import { useDispatch, useSelector } from 'react-redux';
-import { Route, Routes, useNavigate } from 'react-router-dom';
+import { Route, Routes } from 'react-router-dom';
 
-import userService from '../api/services/userService';
-import Edit from '../assets/edit.svg';
-import Link from '../assets/link-gray.svg';
-import Monitoring from '../assets/monitoring.svg';
-import Pin from '../assets/pin.svg';
-import Trash from '../assets/red-trash.svg';
-import Robot from '../assets/robot.svg';
-import ThreeDots from '../assets/three-dots.svg';
-import UnPin from '../assets/unpin.svg';
-import ContextMenu, { MenuOption } from '../components/ContextMenu';
-import Spinner from '../components/Spinner';
-import {
-  setConversation,
-  updateConversationId,
-} from '../conversation/conversationSlice';
-import ConfirmationModal from '../modals/ConfirmationModal';
-import { ActiveState } from '../models/misc';
-import {
-  selectAgents,
-  selectSelectedAgent,
-  selectSharedAgents,
-  selectToken,
-  setAgents,
-  setSelectedAgent,
-  setSharedAgents,
-} from '../preferences/preferenceSlice';
 import AgentLogs from './AgentLogs';
+import AgentsList from './AgentsList';
 import NewAgent from './NewAgent';
 import SharedAgent from './SharedAgent';
-import { Agent } from './types';
 
 export default function Agents() {
   return (
@@ -44,431 +16,3 @@ export default function Agents() {
     </Routes>
   );
 }
-
-const sectionConfig = {
-  user: {
-    title: 'By me',
-    description: 'Agents created or published by you',
-    showNewAgentButton: true,
-    emptyStateDescription: 'You don’t have any created agents yet',
-  },
-  shared: {
-    title: 'Shared with me',
-    description: 'Agents imported by using a public link',
-    showNewAgentButton: false,
-    emptyStateDescription: 'No shared agents found',
-  },
-};
-
-function AgentsList() {
-  const dispatch = useDispatch();
-  const token = useSelector(selectToken);
-  const agents = useSelector(selectAgents);
-  const sharedAgents = useSelector(selectSharedAgents);
-  const selectedAgent = useSelector(selectSelectedAgent);
-
-  const [loadingUserAgents, setLoadingUserAgents] = useState<boolean>(true);
-  const [loadingSharedAgents, setLoadingSharedAgents] = useState<boolean>(true);
-
-  const getAgents = async () => {
-    try {
-      setLoadingUserAgents(true);
-      const response = await userService.getAgents(token);
-      if (!response.ok) throw new Error('Failed to fetch agents');
-      const data = await response.json();
-      dispatch(setAgents(data));
-      setLoadingUserAgents(false);
-    } catch (error) {
-      console.error('Error:', error);
-      setLoadingUserAgents(false);
-    }
-  };
-
-  const getSharedAgents = async () => {
-    try {
-      setLoadingSharedAgents(true);
-      const response = await userService.getSharedAgents(token);
-      if (!response.ok) throw new Error('Failed to fetch shared agents');
-      const data = await response.json();
-      dispatch(setSharedAgents(data));
-      setLoadingSharedAgents(false);
-    } catch (error) {
-      console.error('Error:', error);
-      setLoadingSharedAgents(false);
-    }
-  };
-
-  useEffect(() => {
-    getAgents();
-    getSharedAgents();
-    dispatch(setConversation([]));
-    dispatch(
-      updateConversationId({
-        query: { conversationId: null },
-      }),
-    );
-    if (selectedAgent) dispatch(setSelectedAgent(null));
-  }, [token]);
-  return (
-    <div className="p-4 md:p-12">
-      <h1 className="text-eerie-black mb-0 text-[40px] font-bold dark:text-[#E0E0E0]">
-        Agents
-      </h1>
-      <p className="dark:text-gray-4000 mt-5 text-[15px] text-[#71717A]">
-        Discover and create custom versions of DocsGPT that combine
-        instructions, extra knowledge, and any combination of skills
-      </p>
-      {/* Premade agents section */}
-      {/* <div className="mt-6">
-        <h2 className="text-[18px] font-semibold text-[#18181B] dark:text-[#E0E0E0]">
-          Premade by DocsGPT
-        </h2>
-        <div className="mt-4 flex w-full flex-wrap gap-4">
-          {Array.from({ length: 5 }, (_, index) => (
-            <div
-              key={index}
-              className="relative flex h-44 w-48 flex-col justify-between rounded-[1.2rem] bg-[#F6F6F6] px-6 py-5 dark:bg-[#383838]"
-            >
-              <button onClick={() => {}} className="absolute right-4 top-4">
-                <img
-                  src={Copy}
-                  alt={'use-agent'}
-                  className="h-[19px] w-[19px]"
-                />
-              </button>
-              <div className="w-full">
-                <div className="flex w-full items-center px-1">
-                  <img
-                    src={Robot}
-                    alt="agent-logo"
-                    className="h-7 w-7 rounded-full"
-                  />
-                </div>
-                <div className="mt-2">
-                  <p
-                    title={''}
-                    className="truncate px-1 text-[13px] font-semibold capitalize leading-relaxed text-raisin-black-light dark:text-bright-gray"
-                  >
-                    {}
-                  </p>
-                  <p className="mt-1 h-20 overflow-auto px-1 text-[12px] leading-relaxed text-old-silver dark:text-sonic-silver-light">
-                    {}
-                  </p>
-                </div>
-              </div>
-              <div className="absolute bottom-4 right-4"></div>
-            </div>
-          ))}
-        </div>
-      </div> */}
-      <AgentSection
-        agents={agents ?? []}
-        updateAgents={(updatedAgents) => {
-          dispatch(setAgents(updatedAgents));
-        }}
-        loading={loadingUserAgents}
-        section="user"
-      />
-      <AgentSection
-        agents={sharedAgents ?? []}
-        updateAgents={(updatedAgents) => {
-          dispatch(setSharedAgents(updatedAgents));
-        }}
-        loading={loadingSharedAgents}
-        section="shared"
-      />
-    </div>
-  );
-}
-
-function AgentSection({
-  agents,
-  updateAgents,
-  loading,
-  section,
-}: {
-  agents: Agent[];
-  updateAgents?: (agents: Agent[]) => void;
-  loading: boolean;
-  section: keyof typeof sectionConfig;
-}) {
-  const navigate = useNavigate();
-  return (
-    <div className="mt-8 flex flex-col gap-4">
-      <div className="flex w-full items-center justify-between">
-        <div className="flex flex-col gap-2">
-          <h2 className="text-[18px] font-semibold text-[#18181B] dark:text-[#E0E0E0]">
-            {sectionConfig[section].title}
-          </h2>
-          <p className="text-[13px] text-[#71717A]">
-            {sectionConfig[section].description}
-          </p>
-        </div>
-        {sectionConfig[section].showNewAgentButton && (
-          <button
-            className="bg-purple-30 hover:bg-violets-are-blue rounded-full px-4 py-2 text-sm text-white"
-            onClick={() => navigate('/agents/new')}
-          >
-            New Agent
-          </button>
-        )}
-      </div>
-      <div>
-        {loading ? (
-          <div className="flex h-72 w-full items-center justify-center">
-            <Spinner />
-          </div>
-        ) : agents && agents.length > 0 ? (
-          <div className="grid grid-cols-1 gap-4 sm:flex sm:flex-wrap">
-            {agents.map((agent, idx) => (
-              <AgentCard
-                key={agent.id}
-                agent={agent}
-                agents={agents}
-                updateAgents={updateAgents}
-                section={section}
-              />
-            ))}
-          </div>
-        ) : (
-          <div className="flex h-72 w-full flex-col items-center justify-center gap-3 text-base text-[#18181B] dark:text-[#E0E0E0]">
-            <p>{sectionConfig[section].emptyStateDescription}</p>
-            {sectionConfig[section].showNewAgentButton && (
-              <button
-                className="bg-purple-30 hover:bg-violets-are-blue ml-2 rounded-full px-4 py-2 text-sm text-white"
-                onClick={() => navigate('/agents/new')}
-              >
-                New Agent
-              </button>
-            )}
-          </div>
-        )}
-      </div>
-    </div>
-  );
-}
-
-function AgentCard({
-  agent,
-  agents,
-  updateAgents,
-  section,
-}: {
-  agent: Agent;
-  agents: Agent[];
-  updateAgents?: (agents: Agent[]) => void;
-  section: keyof typeof sectionConfig;
-}) {
-  const navigate = useNavigate();
-  const dispatch = useDispatch();
-  const token = useSelector(selectToken);
-
-  const [isMenuOpen, setIsMenuOpen] = useState<boolean>(false);
-  const [deleteConfirmation, setDeleteConfirmation] =
-    useState<ActiveState>('INACTIVE');
-
-  const menuRef = useRef<HTMLDivElement>(null);
-
-  const togglePin = async () => {
-    try {
-      const response = await userService.togglePinAgent(agent.id ?? '', token);
-      if (!response.ok) throw new Error('Failed to pin agent');
-      const updatedAgents = agents.map((prevAgent) => {
-        if (prevAgent.id === agent.id)
-          return { ...prevAgent, pinned: !prevAgent.pinned };
-        return prevAgent;
-      });
-      updateAgents?.(updatedAgents);
-    } catch (error) {
-      console.error('Error:', error);
-    }
-  };
-
-  const handleHideSharedAgent = async () => {
-    try {
-      const response = await userService.removeSharedAgent(
-        agent.id ?? '',
-        token,
-      );
-      if (!response.ok) throw new Error('Failed to hide shared agent');
-      const updatedAgents = agents.filter(
-        (prevAgent) => prevAgent.id !== agent.id,
-      );
-      updateAgents?.(updatedAgents);
-    } catch (error) {
-      console.error('Error:', error);
-    }
-  };
-
-  const menuOptionsConfig: Record<string, MenuOption[]> = {
-    user: [
-      {
-        icon: Monitoring,
-        label: 'Logs',
-        onClick: (e: SyntheticEvent) => {
-          e.stopPropagation();
-          navigate(`/agents/logs/${agent.id}`);
-        },
-        variant: 'primary',
-        iconWidth: 14,
-        iconHeight: 14,
-      },
-      {
-        icon: Edit,
-        label: 'Edit',
-        onClick: (e: SyntheticEvent) => {
-          e.stopPropagation();
-          navigate(`/agents/edit/${agent.id}`);
-        },
-        variant: 'primary',
-        iconWidth: 14,
-        iconHeight: 14,
-      },
-      ...(agent.status === 'published'
-        ? [
-            {
-              icon: agent.pinned ? UnPin : Pin,
-              label: agent.pinned ? 'Unpin' : 'Pin agent',
-              onClick: (e: SyntheticEvent) => {
-                e.stopPropagation();
-                togglePin();
-              },
-              variant: 'primary' as const,
-              iconWidth: 18,
-              iconHeight: 18,
-            },
-          ]
-        : []),
-      {
-        icon: Trash,
-        label: 'Delete',
-        onClick: (e: SyntheticEvent) => {
-          e.stopPropagation();
-          setDeleteConfirmation('ACTIVE');
-        },
-        variant: 'danger',
-        iconWidth: 13,
-        iconHeight: 13,
-      },
-    ],
-    shared: [
-      {
-        icon: Link,
-        label: 'Open',
-        onClick: (e: SyntheticEvent) => {
-          e.stopPropagation();
-          navigate(`/agents/shared/${agent.shared_token}`);
-        },
-        variant: 'primary',
-        iconWidth: 12,
-        iconHeight: 12,
-      },
-      {
-        icon: agent.pinned ? UnPin : Pin,
-        label: agent.pinned ? 'Unpin' : 'Pin agent',
-        onClick: (e: SyntheticEvent) => {
-          e.stopPropagation();
-          togglePin();
-        },
-        variant: 'primary',
-        iconWidth: 18,
-        iconHeight: 18,
-      },
-      {
-        icon: Trash,
-        label: 'Remove',
-        onClick: (e: SyntheticEvent) => {
-          e.stopPropagation();
-          handleHideSharedAgent();
-        },
-        variant: 'danger',
-        iconWidth: 13,
-        iconHeight: 13,
-      },
-    ],
-  };
-
-  const menuOptions = menuOptionsConfig[section] || [];
-
-  const handleClick = () => {
-    if (section === 'user') {
-      if (agent.status === 'published') {
-        dispatch(setSelectedAgent(agent));
-        navigate(`/`);
-      }
-    }
-    if (section === 'shared') {
-      navigate(`/agents/shared/${agent.shared_token}`);
-    }
-  };
-
-  const handleDelete = async (agentId: string) => {
-    const response = await userService.deleteAgent(agentId, token);
-    if (!response.ok) throw new Error('Failed to delete agent');
-    const data = await response.json();
-    dispatch(setAgents(agents.filter((prevAgent) => prevAgent.id !== data.id)));
-  };
-  return (
-    <div
-      className={`relative flex h-44 w-full flex-col justify-between rounded-[1.2rem] bg-[#F6F6F6] px-6 py-5 hover:bg-[#ECECEC] md:w-48 dark:bg-[#383838] dark:hover:bg-[#383838]/80 ${agent.status === 'published' && 'cursor-pointer'}`}
-      onClick={(e) => {
-        e.stopPropagation();
-        handleClick();
-      }}
-    >
-      <div
-        ref={menuRef}
-        onClick={(e) => {
-          e.stopPropagation();
-          setIsMenuOpen(true);
-        }}
-        className="absolute top-4 right-4 z-10 cursor-pointer"
-      >
-        <img src={ThreeDots} alt={'use-agent'} className="h-[19px] w-[19px]" />
-        <ContextMenu
-          isOpen={isMenuOpen}
-          setIsOpen={setIsMenuOpen}
-          options={menuOptions}
-          anchorRef={menuRef}
-          position="bottom-right"
-          offset={{ x: 0, y: 0 }}
-        />
-      </div>
-      <div className="w-full">
-        <div className="flex w-full items-center gap-1 px-1">
-          <img
-            src={agent.image && agent.image.trim() !== '' ? agent.image : Robot}
-            alt={`${agent.name}`}
-            className="h-7 w-7 rounded-full object-contain"
-          />
-          {agent.status === 'draft' && (
-            <p className="text-xs text-black opacity-50 dark:text-[#E0E0E0]">{`(Draft)`}</p>
-          )}
-        </div>
-        <div className="mt-2">
-          <p
-            title={agent.name}
-            className="truncate px-1 text-[13px] leading-relaxed font-semibold text-[#020617] capitalize dark:text-[#E0E0E0]"
-          >
-            {agent.name}
-          </p>
-          <p className="dark:text-sonic-silver-light mt-1 h-20 overflow-auto px-1 text-[12px] leading-relaxed text-[#64748B]">
-            {agent.description}
-          </p>
-        </div>
-      </div>
-      <ConfirmationModal
-        message="Are you sure you want to delete this agent?"
-        modalState={deleteConfirmation}
-        setModalState={setDeleteConfirmation}
-        submitLabel="Delete"
-        handleSubmit={() => {
-          handleDelete(agent.id || '');
-          setDeleteConfirmation('INACTIVE');
-        }}
-        cancelLabel="Cancel"
-        variant="danger"
-      />
-    </div>
-  );
-}

frontend/src/agents/types/index.ts

@@ -28,4 +28,8 @@ export type Agent = {
   updated_at?: string;
   last_used_at?: string;
   json_schema?: object;
+  limited_token_mode?: boolean;
+  token_limit?: number;
+  limited_request_mode?: boolean;
+  request_limit?: number;
 };

frontend/src/api/endpoints.ts

@@ -3,7 +3,6 @@ const endpoints = {
     CONFIG: '/api/config',
     NEW_TOKEN: '/api/generate_token',
     DOCS: '/api/sources',
-    DOCS_CHECK: '/api/docs_check',
     DOCS_PAGINATED: '/api/sources/paginated',
     API_KEYS: '/api/get_api_keys',
     CREATE_API_KEY: '/api/create_api_key',
@@ -19,6 +18,8 @@ const endpoints = {
     SHARED_AGENTS: '/api/shared_agents',
     SHARE_AGENT: `/api/share_agent`,
     REMOVE_SHARED_AGENT: (id: string) => `/api/remove_shared_agent?id=${id}`,
+    TEMPLATE_AGENTS: '/api/template_agents',
+    ADOPT_AGENT: (id: string) => `/api/adopt_agent?id=${id}`,
     AGENT_WEBHOOK: (id: string) => `/api/agent_webhook?id=${id}`,
     PROMPTS: '/api/get_prompts',
     CREATE_PROMPT: '/api/create_prompt',

frontend/src/api/services/userService.ts

@@ -10,8 +10,6 @@ const userService = {
     apiClient.get(`${endpoints.USER.DOCS}`, token),
   getDocsWithPagination: (query: string, token: string | null): Promise<any> =>
     apiClient.get(`${endpoints.USER.DOCS_PAGINATED}?${query}`, token),
-  checkDocs: (data: any, token: string | null): Promise<any> =>
-    apiClient.post(endpoints.USER.DOCS_CHECK, data, token),
   getAPIKeys: (token: string | null): Promise<any> =>
     apiClient.get(endpoints.USER.API_KEYS, token),
   createAPIKey: (data: any, token: string | null): Promise<any> =>
@@ -44,6 +42,10 @@ const userService = {
     apiClient.put(endpoints.USER.SHARE_AGENT, data, token),
   removeSharedAgent: (id: string, token: string | null): Promise<any> =>
     apiClient.delete(endpoints.USER.REMOVE_SHARED_AGENT(id), token),
+  getTemplateAgents: (token: string | null): Promise<any> =>
+    apiClient.get(endpoints.USER.TEMPLATE_AGENTS, token),
+  adoptAgent: (id: string, token: string | null): Promise<any> =>
+    apiClient.post(endpoints.USER.ADOPT_AGENT(id), {}, token),
   getAgentWebhook: (id: string, token: string | null): Promise<any> =>
     apiClient.get(endpoints.USER.AGENT_WEBHOOK(id), token),
   getPrompts: (token: string | null): Promise<any> =>

frontend/src/assets/arrow-full-right.svg

@@ -0,0 +1,3 @@
+<svg width="14" height="13" viewBox="0 0 14 13" fill="none" xmlns="http://www.w3.org/2000/svg">
+<path d="M13.0303 7.03033C13.3232 6.73744 13.3232 6.26256 13.0303 5.96967L8.25736 1.1967C7.96447 0.903806 7.48959 0.903806 7.1967 1.1967C6.90381 1.48959 6.90381 1.96447 7.1967 2.25736L11.4393 6.5L7.1967 10.7426C6.90381 11.0355 6.90381 11.5104 7.1967 11.8033C7.48959 12.0962 7.96447 12.0962 8.25736 11.8033L13.0303 7.03033ZM0.5 6.5V7.25H12.5V6.5V5.75H0.5V6.5Z" fill="white"/>
+</svg>

frontend/src/assets/arrow.svg

@@ -1,3 +0,0 @@
-<svg width="8" height="12" viewBox="0 0 8 12" fill="none" xmlns="http://www.w3.org/2000/svg">
-<path d="M7.41 10.59L2.83 6L7.41 1.41L6 0L0 6L6 12L7.41 10.59Z" fill="black" fill-opacity="0.54"/>
-</svg>

frontend/src/assets/caret-sort.svg

@@ -1 +0,0 @@
-<svg width="18" height="18" viewBox="0 0 15 15" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M4.93179 5.43179C4.75605 5.60753 4.75605 5.89245 4.93179 6.06819C5.10753 6.24392 5.39245 6.24392 5.56819 6.06819L7.49999 4.13638L9.43179 6.06819C9.60753 6.24392 9.89245 6.24392 10.0682 6.06819C10.2439 5.89245 10.2439 5.60753 10.0682 5.43179L7.81819 3.18179C7.73379 3.0974 7.61933 3.04999 7.49999 3.04999C7.38064 3.04999 7.26618 3.0974 7.18179 3.18179L4.93179 5.43179ZM10.0682 9.56819C10.2439 9.39245 10.2439 9.10753 10.0682 8.93179C9.89245 8.75606 9.60753 8.75606 9.43179 8.93179L7.49999 10.8636L5.56819 8.93179C5.39245 8.75606 5.10753 8.75606 4.93179 8.93179C4.75605 9.10753 4.75605 9.39245 4.93179 9.56819L7.18179 11.8182C7.35753 11.9939 7.64245 11.9939 7.81819 11.8182L10.0682 9.56819Z" fill="gray" fill-rule="evenodd" clip-rule="evenodd"></path></svg>

frontend/src/assets/check-circle-filled.svg

@@ -0,0 +1,3 @@
+<svg width="24" height="25" viewBox="0 0 24 25" fill="none" xmlns="http://www.w3.org/2000/svg">
+<path d="M12 2.5C17.523 2.5 22 6.977 22 12.5C22 18.023 17.523 22.5 12 22.5C6.477 22.5 2 18.023 2 12.5C2 6.977 6.477 2.5 12 2.5ZM15.22 9.47L10.75 13.94L8.78 11.97C8.63783 11.8375 8.44978 11.7654 8.25548 11.7688C8.06118 11.7723 7.87579 11.851 7.73838 11.9884C7.60097 12.1258 7.52225 12.3112 7.51883 12.5055C7.5154 12.6998 7.58752 12.8878 7.72 13.03L10.22 15.53C10.3606 15.6705 10.5512 15.7493 10.75 15.7493C10.9488 15.7493 11.1394 15.6705 11.28 15.53L16.28 10.53C16.3537 10.4613 16.4128 10.3785 16.4538 10.2865C16.4948 10.1945 16.5168 10.0952 16.5186 9.99452C16.5204 9.89382 16.5018 9.79379 16.4641 9.7004C16.4264 9.60701 16.3703 9.52218 16.299 9.45096C16.2278 9.37974 16.143 9.3236 16.0496 9.28588C15.9562 9.24816 15.8562 9.22963 15.7555 9.23141C15.6548 9.23318 15.5555 9.25523 15.4635 9.29622C15.3715 9.33721 15.2887 9.39631 15.22 9.47Z" fill="#0C9D35"/>
+</svg>

frontend/src/assets/cogwheel.svg

@@ -1,3 +0,0 @@
-<svg width="16" height="17" viewBox="0 0 16 17" fill="none" xmlns="http://www.w3.org/2000/svg">
-<path d="M8.00182 11.2502C7.23838 11.2502 6.50621 10.9552 5.96637 10.4301C5.42654 9.90499 5.12327 9.1928 5.12327 8.4502C5.12327 7.70759 5.42654 6.9954 5.96637 6.4703C6.50621 5.9452 7.23838 5.6502 8.00182 5.6502C8.76525 5.6502 9.49743 5.9452 10.0373 6.4703C10.5771 6.9954 10.8804 7.70759 10.8804 8.4502C10.8804 9.1928 10.5771 9.90499 10.0373 10.4301C9.49743 10.9552 8.76525 11.2502 8.00182 11.2502ZM14.1126 9.2262C14.1455 8.9702 14.1701 8.7142 14.1701 8.4502C14.1701 8.1862 14.1455 7.9222 14.1126 7.6502L15.8479 6.3462C16.0042 6.2262 16.0453 6.0102 15.9466 5.8342L14.3017 3.0662C14.203 2.8902 13.981 2.8182 13.8 2.8902L11.7522 3.6902C11.3245 3.3782 10.8804 3.1062 10.3622 2.9062L10.0579 0.786197C10.0412 0.69197 9.99076 0.606538 9.91549 0.545038C9.84022 0.483538 9.745 0.449939 9.6467 0.450197H6.35693C6.15132 0.450197 5.97861 0.594197 5.94571 0.786197L5.64141 2.9062C5.12327 3.1062 4.67915 3.3782 4.25148 3.6902L2.2036 2.8902C2.02266 2.8182 1.8006 2.8902 1.70191 3.0662L0.0570212 5.8342C-0.0498963 6.0102 -0.00054964 6.2262 0.155714 6.3462L1.89107 7.6502C1.85817 7.9222 1.8335 8.1862 1.8335 8.4502C1.8335 8.7142 1.85817 8.9702 1.89107 9.2262L0.155714 10.5542C-0.00054964 10.6742 -0.0498963 10.8902 0.0570212 11.0662L1.70191 13.8342C1.8006 14.0102 2.02266 14.0742 2.2036 14.0102L4.25148 13.2022C4.67915 13.5222 5.12327 13.7942 5.64141 13.9942L5.94571 16.1142C5.97861 16.3062 6.15132 16.4502 6.35693 16.4502H9.6467C9.85231 16.4502 10.025 16.3062 10.0579 16.1142L10.3622 13.9942C10.8804 13.7862 11.3245 13.5222 11.7522 13.2022L13.8 14.0102C13.981 14.0742 14.203 14.0102 14.3017 13.8342L15.9466 11.0662C16.0453 10.8902 16.0042 10.6742 15.8479 10.5542L14.1126 9.2262Z" fill="#747474"/>
-</svg>

frontend/src/assets/copy-linear.svg

@@ -1,4 +0,0 @@
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