define conversation_id and initial_user_id on BaseAgent

These attributes were only set by StreamProcessor after agent creation,
causing an AttributeError in _perform_mid_execution_compression when
the context limit was hit through other code paths (e.g. worker).
Declaring them as None in init lets the handler fall through to
in-memory compression gracefully.

.devcontainer/Dockerfile

@@ -0,0 +1,15 @@
+FROM python:3.12-bookworm
+
+# Install Node.js 20.x
+RUN curl -fsSL https://deb.nodesource.com/setup_20.x | bash - \
+    && apt-get install -y nodejs \
+    && rm -rf /var/lib/apt/lists/*
+
+# Install global npm packages
+RUN npm install -g husky vite
+
+# Create and activate Python virtual environment
+RUN python -m venv /opt/venv
+ENV PATH="/opt/venv/bin:$PATH"
+
+WORKDIR /workspace

.devcontainer/devc-welcome.md

@@ -0,0 +1,49 @@
+# Welcome to DocsGPT Devcontainer
+
+Welcome to the DocsGPT development environment! This guide will help you get started quickly.
+
+## Starting Services
+
+To run DocsGPT, you need to start three main services: Flask (backend), Celery (task queue), and Vite (frontend). Here are the commands to start each service within the devcontainer:
+
+### Vite (Frontend)
+
+```bash
+cd frontend
+npm run dev -- --host
+```
+
+### Flask (Backend)
+
+```bash
+flask --app application/app.py run --host=0.0.0.0 --port=7091
+```
+
+### Celery (Task Queue)
+
+```bash
+celery -A application.app.celery worker -l INFO
+```
+
+## Github Codespaces Instructions
+
+### 1. Make Ports Public:
+
+Go to the "Ports" panel in Codespaces (usually located at the bottom of the VS Code window).
+
+For both port 5173 and 7091, right-click on the port and select "Make Public".
+
+![CleanShot 2025-02-12 at 09 46 14@2x](https://github.com/user-attachments/assets/00a34b16-a7ef-47af-9648-87a7e3008475)
+
+
+ ### 2. Update VITE_API_HOST:
+
+After making port 7091 public, copy the public URL provided by Codespaces for port 7091.
+
+Open the file frontend/.env.development.
+
+Find the line VITE_API_HOST=http://localhost:7091.
+
+Replace http://localhost:7091 with the public URL you copied from Codespaces.
+
+![CleanShot 2025-02-12 at 09 46 56@2x](https://github.com/user-attachments/assets/c472242f-1079-4cd8-bc0b-2d78db22b94c)

.devcontainer/devcontainer.json

@@ -0,0 +1,24 @@
+{
+	"name": "DocsGPT Dev Container",
+	"dockerComposeFile": ["docker-compose-dev.yaml", "docker-compose.override.yaml"],
+	"service": "dev",
+	"workspaceFolder": "/workspace",
+	"postCreateCommand": ".devcontainer/post-create-command.sh",
+	"forwardPorts": [7091, 5173, 6379, 27017],
+	"customizations": {
+	  "vscode": {
+		"extensions": [
+		  "ms-python.python",
+		  "ms-toolsai.jupyter",
+		  "esbenp.prettier-vscode",
+		  "dbaeumer.vscode-eslint"
+		]
+	  },
+	  "codespaces": {
+			"openFiles": [
+			".devcontainer/devc-welcome.md",
+			"CONTRIBUTING.md"
+			]
+		}
+	}
+  }

.devcontainer/docker-compose.override.yaml

@@ -0,0 +1,40 @@
+version: '3.8'
+
+services:
+  dev:
+    build:
+      context: .
+      dockerfile: Dockerfile
+    volumes:
+      - ../:/workspace:cached
+    command: sleep infinity
+    depends_on:
+      redis:
+        condition: service_healthy
+      mongo:
+        condition: service_healthy
+    environment:
+      - CELERY_BROKER_URL=redis://redis:6379/0
+      - CELERY_RESULT_BACKEND=redis://redis:6379/1
+      - MONGO_URI=mongodb://mongo:27017/docsgpt
+      - CACHE_REDIS_URL=redis://redis:6379/2
+    networks:
+      - default
+
+  redis:
+    healthcheck:
+      test: ["CMD", "redis-cli", "ping"]
+      interval: 5s
+      timeout: 30s
+      retries: 5
+
+  mongo:
+    healthcheck:
+      test: ["CMD", "mongosh", "--eval", "db.adminCommand('ping')"]
+      interval: 5s
+      timeout: 30s
+      retries: 5
+
+networks:
+  default:
+    name: docsgpt-dev-network

.devcontainer/post-create-command.sh

@@ -0,0 +1,32 @@
+#!/bin/bash
+
+set -e  # Exit immediately if a command exits with a non-zero status
+
+if [ ! -f frontend/.env.development ]; then
+  cp -n .env-template frontend/.env.development || true # Assuming .env-template is in the root
+fi
+
+# Determine VITE_API_HOST based on environment
+if [ -n "$CODESPACES" ]; then
+  # Running in Codespaces
+  CODESPACE_NAME=$(echo "$CODESPACES" | cut -d'-' -f1) # Extract codespace name
+  PUBLIC_API_HOST="https://${CODESPACE_NAME}-7091.${GITHUB_CODESPACES_PORT_FORWARDING_DOMAIN}"
+  echo "Setting VITE_API_HOST for Codespaces: $PUBLIC_API_HOST in frontend/.env.development"
+  sed -i "s|VITE_API_HOST=.*|VITE_API_HOST=$PUBLIC_API_HOST|" frontend/.env.development
+else
+  # Not running in Codespaces (local devcontainer)
+  DEFAULT_API_HOST="http://localhost:7091"
+  echo "Setting VITE_API_HOST for local dev: $DEFAULT_API_HOST in frontend/.env.development"
+  sed -i "s|VITE_API_HOST=.*|VITE_API_HOST=$DEFAULT_API_HOST|" frontend/.env.development
+fi
+
+
+mkdir -p model
+if [ ! -d model/all-mpnet-base-v2 ]; then
+    wget -q https://d3dg1063dc54p9.cloudfront.net/models/embeddings/mpnet-base-v2.zip -O model/mpnet-base-v2.zip
+    unzip -q model/mpnet-base-v2.zip -d model
+    rm model/mpnet-base-v2.zip
+fi
+pip install -r application/requirements.txt
+cd frontend
+npm install --include=dev

.env-template

@@ -1,9 +1,39 @@
 API_KEY=<LLM api key (for example, open ai key)>
 LLM_NAME=docsgpt
 VITE_API_STREAMING=true
+INTERNAL_KEY=<internal key for worker-to-backend authentication>
+
+# Provider-specific API keys (optional - use these to enable multiple providers)
+# OPENAI_API_KEY=<your-openai-api-key>
+# ANTHROPIC_API_KEY=<your-anthropic-api-key>
+# GOOGLE_API_KEY=<your-google-api-key>
+# GROQ_API_KEY=<your-groq-api-key>
+# NOVITA_API_KEY=<your-novita-api-key>
+# OPEN_ROUTER_API_KEY=<your-openrouter-api-key>
+
+# Remote Embeddings (Optional - for using a remote embeddings API instead of local SentenceTransformer)
+# When set, the app will use the remote API and won't load SentenceTransformer (saves RAM)
+EMBEDDINGS_BASE_URL=
+EMBEDDINGS_KEY=
 
 #For Azure (you can delete it if you don't use Azure)
 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://{tenantId}.ciamlogin.com/{tenantId}
+
+
+# POSTGRES_URI=postgresql://docsgpt:docsgpt@localhost:5432/docsgpt

.gitattributes

@@ -0,0 +1,2 @@
+# Auto detect text files and perform LF normalization
+* text=auto

.github/FUNDING.yml

@@ -0,0 +1,3 @@
+# These are supported funding model platforms
+
+github: arc53

.github/INCIDENT_RESPONSE.md

@@ -0,0 +1,99 @@
+# DocsGPT Incident Response Plan (IRP)
+
+This playbook describes how maintainers respond to confirmed or suspected security incidents.
+
+- Vulnerability reporting: [`SECURITY.md`](../SECURITY.md)
+- Non-security bugs/features: [`CONTRIBUTING.md`](../CONTRIBUTING.md)
+
+## Severity
+
+| Severity | Definition | Typical examples |
+|---|---|---|
+| **Critical** | Active exploitation, supply-chain compromise, or confirmed data breach requiring immediate user action. | Compromised release artifact/image; remote execution. |
+| **High** | Serious undisclosed vulnerability with no practical workaround, or CVSS >= 7.0. | key leakage; prompt injection enabling cross-tenant access. |
+| **Medium** | Material impact but constrained by preconditions/scope, or a practical workaround exists. | Auth-required exploit; dependency CVE with limited reachability. |
+| **Low** | Defense-in-depth or narrow availability impact with no confirmed data exposure. | Missing rate limiting; hardening gap without exploit evidence. |
+
+
+## Response workflow
+
+### 1) Triage (target: initial response within 48 hours)
+
+1. Acknowledge report.
+2. Validate on latest release and `main`.
+3. Confirm in-scope security issue vs. hardening item (per `SECURITY.md`).
+4. Assign severity and open a **draft GitHub Security Advisory (GHSA)** (no public issue).
+5. Determine whether root cause is DocsGPT code or upstream dependency/provider.
+
+### 2) Investigation
+
+1. Identify affected components, versions, and deployment scope (self-hosted, cloud, or both).
+2. For AI issues, explicitly evaluate prompt injection, document isolation, and output leakage.
+3. Request a CVE through GHSA for **Medium+** issues.
+
+### 3) Containment, fix, and disclosure
+
+1. Implement and test fix in private security workflow (GHSA private fork/branch).
+2. Merge fix to `main`, cut patched release, and verify published artifacts/images.
+3. Patch managed cloud deployment (`app.docsgpt.cloud`) and other deployments as soon as validated.
+4. Publish GHSA with CVE (if assigned), affected/fixed versions, CVSS, mitigations, and upgrade guidance.
+5. **Critical/High:** coordinate disclosure timing with reporter (goal: <= 90 days) and publish a notice.
+6. **Medium/Low:** include in next scheduled release unless risk requires immediate out-of-band patching.
+
+### 4) Post-incident
+
+1. Monitor support channels (GitHub/Discord) for regressions or exploitation reports.
+2. Run a short retrospective (root cause, detection, response gaps, prevention work).
+3. Track follow-up hardening actions with owners/dates.
+4. Update this IRP and related runbooks as needed.
+
+## Scenario playbooks
+
+### Supply-chain compromise
+
+1. Freeze releases and investigate blast radius.
+2. Rotate credentials in order: Docker Hub -> GitHub tokens -> LLM provider keys -> DB credentials -> `JWT_SECRET_KEY` -> `ENCRYPTION_SECRET_KEY` -> `INTERNAL_KEY`.
+3. Replace compromised artifacts/tags with clean releases and revoke/remove bad tags where possible.
+4. Publish advisory with exact affected versions and required user actions.
+
+### Data exposure
+
+1. Determine scope (users, documents, keys, logs, time window).
+2. Disable affected path or hotfix immediately for managed cloud.
+3. Notify affected users with concrete remediation steps (for example, rotate keys).
+4. Continue through standard fix/disclosure workflow.
+
+### Critical regression with security impact
+
+1. Identify introducing change (`git bisect` if needed).
+2. Publish workaround within 24 hours (for example, pin to known-good version).
+3. Ship patch release with regression test and close incident with public summary.
+
+## AI-specific guidance
+
+Treat confirmed AI-specific abuse as security incidents:
+
+- Prompt injection causing sensitive data exfiltration (from tools that don't belong to the agent) -> **High**
+- Cross-tenant retrieval/isolation failure -> **High**
+- API key disclosure in output -> **High**
+
+## Secret rotation quick reference
+
+| Secret | Standard rotation action |
+|---|---|
+| Docker Hub credentials | Revoke/replace in Docker Hub; update CI/CD secrets |
+| GitHub tokens/PATs | Revoke/replace in GitHub; update automation secrets |
+| LLM provider API keys | Rotate in provider console; update runtime/deploy secrets |
+| Database credentials | Rotate in DB platform; redeploy with new secrets |
+| `JWT_SECRET_KEY` | Rotate and redeploy (invalidates all active user sessions/tokens) |
+| `ENCRYPTION_SECRET_KEY` | Rotate and redeploy (re-encrypt stored data if possible; existing encrypted data may become inaccessible) |
+| `INTERNAL_KEY` | Rotate and redeploy (invalidates worker-to-backend authentication) |
+
+## Maintenance
+
+Review this document:
+
+- after every **Critical/High** incident, and
+- at least annually.
+
+Changes should be proposed via pull request to `main`.

.github/THREAT_MODEL.md

@@ -0,0 +1,144 @@
+# DocsGPT Public Threat Model
+
+**Classification:** Public  
+**Last updated:** 2026-04-15  
+**Applies to:** Open-source and self-hosted DocsGPT deployments
+
+## 1) Overview
+
+DocsGPT ingests content (files/URLs/connectors), indexes it, and answers queries via LLM-backed APIs and optional tools.
+
+Core components:
+- Backend API (`application/`)
+- Workers/ingestion (`application/worker.py` and related modules)
+- Datastores (MongoDB/Redis/vector stores)
+- Frontend (`frontend/`)
+- Optional extensions/integrations (`extensions/`)
+
+## 2) Scope and assumptions
+
+In scope:
+- Application-level threats in this repository.
+- Local and internet-exposed self-hosted deployments.
+
+Assumptions:
+- Internet-facing instances enable auth and use strong secrets.
+- Datastores/internal services are not publicly exposed.
+
+Out of scope:
+- Cloud hardware/provider compromise.
+- Security guarantees of external LLM vendors.
+- Full security audits of third-party systems targeted by tools (external DBs/MCP servers/code-exec APIs).
+
+## 3) Security objectives
+
+- Protect document/conversation confidentiality.
+- Preserve integrity of prompts, agents, tools, and indexed data.
+- Maintain API/worker availability.
+- Enforce tenant isolation in authenticated deployments.
+
+## 4) Assets
+
+- Documents, attachments, chunks/embeddings, summaries.
+- Conversations, agents, workflows, prompt templates.
+- Secrets (JWT secret, `INTERNAL_KEY`, provider/API/OAuth credentials).
+- Operational capacity (worker throughput, queue depth, model quota/cost).
+
+## 5) Trust boundaries and untrusted input
+
+Trust boundaries:
+- Internet ↔ Frontend
+- Frontend ↔ Backend API
+- Backend ↔ Workers/internal APIs
+- Backend/workers ↔ Datastores
+- Backend ↔ External LLM/connectors/remote URLs
+
+Untrusted input includes API payloads, file uploads, remote URLs, OAuth/webhook data, retrieved content, and LLM/tool arguments.
+
+## 6) Main attack surfaces
+
+1. Auth/authz paths and sharing tokens.
+2. File upload + parsing pipeline.
+3. Remote URL fetching and connectors (SSRF risk).
+4. Agent/tool execution from LLM output.
+5. Template/workflow rendering.
+6. Frontend rendering + token storage.
+7. Internal service endpoints (`INTERNAL_KEY`).
+8. High-impact integrations (SQL tool, generic API tool, remote MCP tools).
+
+## 7) Key threats and expected mitigations
+
+### A. Auth/authz misconfiguration
+- Threat: weak/no auth or leaked tokens leads to broad data access.
+- Mitigations: require auth for public deployments, short-lived tokens, rotation/revocation, least-privilege sharing.
+
+### B. Untrusted file ingestion
+- Threat: malicious files/archives trigger traversal, parser exploits, or resource exhaustion.
+- Mitigations: strict path checks, archive safeguards, file limits, patched parser dependencies.
+
+### C. SSRF/outbound abuse
+- Threat: URL loaders/tools access private/internal/metadata endpoints.
+- Mitigations: validate URLs + redirects, block private/link-local ranges, apply egress controls/allowlists.
+
+### D. Prompt injection + tool abuse
+- Threat: retrieved text manipulates model behavior and causes unsafe tool calls.
+- Threat: never rely on the model to "choose correctly" under adversarial input.
+- Mitigations: treat retrieved/model output as untrusted, enforce tool policies, only expose tools explicitly assigned by the user/admin to that agent, separate system instructions from retrieved content, audit tool calls.
+
+### E. Dangerous tool capability chaining (SQL/API/MCP)
+- Threat: write-capable SQL credentials allow destructive queries.
+- Threat: API tool can trigger side effects (infra/payment/webhook/code-exec endpoints).
+- Threat: remote MCP tools may expose privileged operations.
+- Mitigations: read-only-by-default credentials, destination allowlists, explicit approval for write/exec actions, per-tool policy enforcement + logging.
+
+### F. Frontend/XSS + token theft
+- Threat: XSS can steal local tokens and call APIs.
+- Mitigations: reduce unsafe rendering paths, strong CSP, scoped short-lived credentials.
+
+### G. Internal endpoint exposure
+- Threat: weak/unset `INTERNAL_KEY` enables internal API abuse.
+- Mitigations: fail closed, require strong random keys, keep internal APIs private.
+
+### H. DoS and cost abuse
+- Threat: request floods, large ingestion jobs, expensive prompts/crawls.
+- Mitigations: rate limits, quotas, timeouts, queue backpressure, usage budgets.
+
+## 8) Example attacker stories
+
+- Internet-exposed deployment runs with weak/no auth and receives unauthorized data access/abuse.
+- Intranet deployment intentionally using weak/no auth is vulnerable to insider misuse and lateral-movement abuse.
+- Crafted archive attempts path traversal during extraction.
+- Malicious URL/redirect chain targets internal services.
+- Poisoned document causes data exfiltration through tool calls.
+- Over-privileged SQL/API/MCP tool performs destructive side effects.
+
+## 9) Severity calibration
+
+- **Critical:** unauthenticated public data access; prompt-injection-driven exfiltration; SSRF to sensitive internal endpoints.
+- **High:** cross-tenant leakage, persistent token compromise, over-privileged destructive tools.
+- **Medium:** DoS/cost amplification and non-critical information disclosure.
+- **Low:** minor hardening gaps with limited impact.
+
+## 10) Baseline controls for public deployments
+
+1. Enforce authentication and secure defaults.
+2. Set/rotate strong secrets (`JWT`, `INTERNAL_KEY`, encryption keys).
+3. Restrict CORS and front API with a hardened proxy.
+4. Add rate limiting/quotas for answer/upload/crawl/token endpoints.
+5. Enforce URL+redirect SSRF protections and egress restrictions.
+6. Apply upload/archive/parsing hardening.
+7. Require least-privilege tool credentials and auditable tool execution.
+8. Monitor auth failures, tool anomalies, ingestion spikes, and cost anomalies.
+9. Keep dependencies/images patched and scanned.
+10. Validate multi-tenant isolation with explicit tests.
+
+## 11) Maintenance
+
+Review this model after major auth, ingestion, connector, tool, or workflow changes.
+
+## References
+
+- [OWASP Top 10 for LLM Applications](https://owasp.org/www-project-top-10-for-large-language-model-applications/)
+- [OWASP ASVS](https://owasp.org/www-project-application-security-verification-standard/)
+- [STRIDE overview](https://learn.microsoft.com/azure/security/develop/threat-modeling-tool-threats)
+- [DocsGPT SECURITY.md](../SECURITY.md)

.github/dependabot.yml

@@ -8,12 +8,16 @@ updates:
   - package-ecosystem: "pip" # See documentation for possible values
     directory: "/application" # Location of package manifests
     schedule:
-      interval: "weekly"
+      interval: "daily"
   - package-ecosystem: "npm" # See documentation for possible values
     directory: "/frontend" # Location of package manifests
     schedule:
-      interval: "weekly"
+      interval: "daily"
+  - package-ecosystem: "npm"
+    directory: "/extensions/react-widget"
+    schedule:
+      interval: "daily"
   - package-ecosystem: "github-actions"
     directory: "/"
     schedule:
-      interval: "weekly"
+      interval: "daily"

.github/styles/DocsGPT/Spelling.yml

@@ -0,0 +1,11 @@
+extends: spelling
+level: warning
+message: "Did you really mean '%s'?"
+ignore:
+  - "**/node_modules/**"
+  - "**/dist/**"
+  - "**/build/**"
+  - "**/coverage/**"
+  - "**/public/**"
+  - "**/static/**"
+vocab: DocsGPT

.github/styles/config/vocabularies/DocsGPT/accept.txt

@@ -0,0 +1,80 @@
+Agentic
+Anthropic's
+api
+APIs
+Atlassian
+automations
+autoescaping
+Autoescaping
+backfill
+backfills
+bool
+boolean
+brave_web_search
+chatbot
+Chatwoot
+config
+configs
+CSVs
+dev
+diarization
+Docling
+docsgpt
+docstrings
+Entra
+env
+enqueues
+EOL
+ESLint
+feedbacks
+Figma
+GPUs
+Groq
+hardcode
+hardcoding
+Idempotency
+JSONPath
+kubectl
+Lightsail
+llama_cpp
+llm
+LLM
+LLMs
+LMDeploy
+Milvus
+Mixtral
+namespace
+namespaces
+needs_auth
+Nextra
+Novita
+npm
+OAuth
+Ollama
+opencode
+parsable
+passthrough
+PDFs
+pgvector
+Postgres
+Premade
+Pydantic
+pytest
+Qdrant
+qdrant
+Repo
+repo
+Sanitization
+SDKs
+SGLang
+Shareability
+Signup
+Supabase
+UIs
+uncomment
+URl
+vectorstore
+Vite
+VSCode
+VSCode's
+widget's

.github/workflows/bandit.yaml

@@ -0,0 +1,40 @@
+name: Bandit Security Scan
+
+on:
+  push:
+    branches:
+      - main
+  pull_request:
+    types: [opened, synchronize, reopened]
+
+jobs:
+  bandit_scan:
+    if: ${{ github.repository == 'arc53/DocsGPT' }}
+    runs-on: ubuntu-latest
+    permissions:
+      security-events: write
+      actions: read
+      contents: read
+
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v4
+
+      - name: Set up Python
+        uses: actions/setup-python@v5
+        with:
+          python-version: '3.12'
+      - name: Install dependencies
+        run: |
+          python -m pip install --upgrade pip
+          pip install bandit  # Bandit is needed for this action
+          if [ -f application/requirements.txt ]; then pip install -r application/requirements.txt; fi
+
+      - name: Run Bandit scan
+        uses: PyCQA/bandit-action@v1
+        with:
+          severity: medium
+          confidence: medium
+          targets: application/
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}

.github/workflows/ci.yml

@@ -5,20 +5,33 @@ on:
     types: [published]
 
 jobs:
-  deploy:
+  build:
     if: github.repository == 'arc53/DocsGPT'
-    runs-on: ubuntu-latest
+    strategy:
+      matrix:
+        include:
+          - platform: linux/amd64
+            runner: ubuntu-latest
+            suffix: amd64
+          - platform: linux/arm64
+            runner: ubuntu-24.04-arm
+            suffix: arm64
+    runs-on: ${{ matrix.runner }}
     permissions:
       contents: read
       packages: write
     steps:
       - uses: actions/checkout@v4
 
-      - name: Set up QEMU
+      - name: Set up QEMU  # Only needed for emulation, not for native arm64 builds
+        if: matrix.platform == 'linux/arm64'
         uses: docker/setup-qemu-action@v3
 
       - name: Set up Docker Buildx
         uses: docker/setup-buildx-action@v3
+        with:
+          driver: docker-container
+          install: true
 
       - name: Login to DockerHub
         uses: docker/login-action@v3
@@ -33,15 +46,67 @@ jobs:
           username: ${{ github.repository_owner }}
           password: ${{ secrets.GITHUB_TOKEN }}
 
-      - name: Build and push Docker images to docker.io and ghcr.io
+      - name: Build and push platform-specific images
         uses: docker/build-push-action@v6
         with:
           file: './application/Dockerfile'
-          platforms: linux/amd64
+          platforms: ${{ matrix.platform }}
           context: ./application
           push: true
           tags: |
-            ${{ secrets.DOCKER_USERNAME }}/docsgpt:${{ github.event.release.tag_name }},${{ secrets.DOCKER_USERNAME }}/docsgpt:latest
-            ghcr.io/${{ github.repository_owner }}/docsgpt:${{ github.event.release.tag_name }},ghcr.io/${{ github.repository_owner }}/docsgpt:latest
+            ${{ secrets.DOCKER_USERNAME }}/docsgpt:${{ github.event.release.tag_name }}-${{ matrix.suffix }}
+            ghcr.io/${{ github.repository_owner }}/docsgpt:${{ github.event.release.tag_name }}-${{ matrix.suffix }}
+          provenance: false
+          sbom: false
           cache-from: type=registry,ref=${{ secrets.DOCKER_USERNAME }}/docsgpt:latest
           cache-to: type=inline
+
+  manifest:
+    if: github.repository == 'arc53/DocsGPT'
+    needs: build
+    runs-on: ubuntu-latest
+    permissions:
+      packages: write
+    steps:
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+        with:
+          driver: docker-container
+          install: true
+
+      - name: Login to DockerHub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+
+      - name: Login to ghcr.io
+        uses: docker/login-action@v3
+        with:
+          registry: ghcr.io
+          username: ${{ github.repository_owner }}
+          password: ${{ secrets.GITHUB_TOKEN }}
+
+      - name: Create and push manifest for DockerHub
+        run: |
+          set -e
+          docker manifest create ${{ secrets.DOCKER_USERNAME }}/docsgpt:${{ github.event.release.tag_name }} \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt:${{ github.event.release.tag_name }}-amd64 \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt:${{ github.event.release.tag_name }}-arm64
+          docker manifest push ${{ secrets.DOCKER_USERNAME }}/docsgpt:${{ github.event.release.tag_name }}
+          docker manifest create ${{ secrets.DOCKER_USERNAME }}/docsgpt:latest \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt:${{ github.event.release.tag_name }}-amd64 \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt:${{ github.event.release.tag_name }}-arm64
+          docker manifest push ${{ secrets.DOCKER_USERNAME }}/docsgpt:latest
+
+      - name: Create and push manifest for ghcr.io
+        run: |
+          set -e
+          docker manifest create ghcr.io/${{ github.repository_owner }}/docsgpt:${{ github.event.release.tag_name }} \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt:${{ github.event.release.tag_name }}-amd64 \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt:${{ github.event.release.tag_name }}-arm64
+          docker manifest push ghcr.io/${{ github.repository_owner }}/docsgpt:${{ github.event.release.tag_name }}
+          docker manifest create ghcr.io/${{ github.repository_owner }}/docsgpt:latest \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt:${{ github.event.release.tag_name }}-amd64 \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt:${{ github.event.release.tag_name }}-arm64
+          docker manifest push ghcr.io/${{ github.repository_owner }}/docsgpt:latest

.github/workflows/cife.yml

@@ -5,20 +5,33 @@ on:
     types: [published]
 
 jobs:
-  deploy:
+  build:
     if: github.repository == 'arc53/DocsGPT'
-    runs-on: ubuntu-latest
+    strategy:
+      matrix:
+        include:
+          - platform: linux/amd64
+            runner: ubuntu-latest
+            suffix: amd64
+          - platform: linux/arm64
+            runner: ubuntu-24.04-arm
+            suffix: arm64
+    runs-on: ${{ matrix.runner }}
     permissions:
       contents: read
       packages: write
     steps:
       - uses: actions/checkout@v4
 
-      - name: Set up QEMU
+      - name: Set up QEMU # Only needed for emulation, not for native arm64 builds
+        if: matrix.platform == 'linux/arm64'
         uses: docker/setup-qemu-action@v3
 
       - name: Set up Docker Buildx
         uses: docker/setup-buildx-action@v3
+        with:
+          driver: docker-container
+          install: true
 
       - name: Login to DockerHub
         uses: docker/login-action@v3
@@ -33,16 +46,67 @@ jobs:
           username: ${{ github.repository_owner }}
           password: ${{ secrets.GITHUB_TOKEN }}
 
-      # Runs a single command using the runners shell
-      - name: Build and push Docker images to docker.io and ghcr.io
+      - name: Build and push platform-specific images
         uses: docker/build-push-action@v6
         with:
           file: './frontend/Dockerfile'
-          platforms: linux/amd64, linux/arm64
+          platforms: ${{ matrix.platform }}
           context: ./frontend
           push: true
           tags: |
-            ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:${{ github.event.release.tag_name }},${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:latest
-            ghcr.io/${{ github.repository_owner }}/docsgpt-fe:${{ github.event.release.tag_name }},ghcr.io/${{ github.repository_owner }}/docsgpt-fe:latest
+            ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:${{ github.event.release.tag_name }}-${{ matrix.suffix }}
+            ghcr.io/${{ github.repository_owner }}/docsgpt-fe:${{ github.event.release.tag_name }}-${{ matrix.suffix }}
+          provenance: false
+          sbom: false
           cache-from: type=registry,ref=${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:latest
           cache-to: type=inline
+
+  manifest:
+    if: github.repository == 'arc53/DocsGPT'
+    needs: build
+    runs-on: ubuntu-latest
+    permissions:
+      packages: write
+    steps:
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+        with:
+          driver: docker-container
+          install: true
+
+      - name: Login to DockerHub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+
+      - name: Login to ghcr.io
+        uses: docker/login-action@v3
+        with:
+          registry: ghcr.io
+          username: ${{ github.repository_owner }}
+          password: ${{ secrets.GITHUB_TOKEN }}
+
+      - name: Create and push manifest for DockerHub
+        run: |
+          set -e
+          docker manifest create ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:${{ github.event.release.tag_name }} \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:${{ github.event.release.tag_name }}-amd64 \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:${{ github.event.release.tag_name }}-arm64
+          docker manifest push ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:${{ github.event.release.tag_name }}
+          docker manifest create ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:latest \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:${{ github.event.release.tag_name }}-amd64 \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:${{ github.event.release.tag_name }}-arm64
+          docker manifest push ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:latest
+
+      - name: Create and push manifest for ghcr.io
+        run: |
+          set -e
+          docker manifest create ghcr.io/${{ github.repository_owner }}/docsgpt-fe:${{ github.event.release.tag_name }} \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt-fe:${{ github.event.release.tag_name }}-amd64 \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt-fe:${{ github.event.release.tag_name }}-arm64
+          docker manifest push ghcr.io/${{ github.repository_owner }}/docsgpt-fe:${{ github.event.release.tag_name }}
+          docker manifest create ghcr.io/${{ github.repository_owner }}/docsgpt-fe:latest \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt-fe:${{ github.event.release.tag_name }}-amd64 \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt-fe:${{ github.event.release.tag_name }}-arm64
+          docker manifest push ghcr.io/${{ github.repository_owner }}/docsgpt-fe:latest

.github/workflows/docker-develop-build.yml

@@ -1,4 +1,4 @@
-name: Build and push DocsGPT Docker image for development
+name: Build and push multi-arch DocsGPT Docker image
 
 on:
   workflow_dispatch:
@@ -7,27 +7,36 @@ on:
       - main
 
 jobs:
-  deploy:
+  build:
     if: github.repository == 'arc53/DocsGPT'
-    runs-on: ubuntu-latest
+    strategy:
+      matrix:
+        include:
+          - platform: linux/amd64
+            runner: ubuntu-latest
+            suffix: amd64
+          - platform: linux/arm64
+            runner: ubuntu-24.04-arm
+            suffix: arm64
+    runs-on: ${{ matrix.runner }}
     permissions:
       contents: read
       packages: write
     steps:
       - uses: actions/checkout@v4
 
-      - name: Set up QEMU
-        uses: docker/setup-qemu-action@v3
-
       - name: Set up Docker Buildx
         uses: docker/setup-buildx-action@v3
+        with:
+          driver: docker-container
+          install: true
 
       - name: Login to DockerHub
         uses: docker/login-action@v3
         with:
           username: ${{ secrets.DOCKER_USERNAME }}
           password: ${{ secrets.DOCKER_PASSWORD }}
-
+      
       - name: Login to ghcr.io
         uses: docker/login-action@v3
         with:
@@ -35,15 +44,57 @@ jobs:
           username: ${{ github.repository_owner }}
           password: ${{ secrets.GITHUB_TOKEN }}
 
-      - name: Build and push Docker images to docker.io and ghcr.io
+      - name: Build and push platform-specific images
         uses: docker/build-push-action@v6
         with:
           file: './application/Dockerfile'
-          platforms: linux/amd64
+          platforms: ${{ matrix.platform }}
           context: ./application
           push: true
           tags: |
-            ${{ secrets.DOCKER_USERNAME }}/docsgpt:develop
-            ghcr.io/${{ github.repository_owner }}/docsgpt:develop
+            ${{ secrets.DOCKER_USERNAME }}/docsgpt:develop-${{ matrix.suffix }}
+            ghcr.io/${{ github.repository_owner }}/docsgpt:develop-${{ matrix.suffix }}
+          provenance: false
+          sbom: false
           cache-from: type=registry,ref=${{ secrets.DOCKER_USERNAME }}/docsgpt:develop
           cache-to: type=inline
+
+  manifest:
+    if: github.repository == 'arc53/DocsGPT'
+    needs: build
+    runs-on: ubuntu-latest
+    permissions:
+      packages: write
+    steps:
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+        with:
+          driver: docker-container
+          install: true
+
+      - name: Login to DockerHub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+      
+      - name: Login to ghcr.io
+        uses: docker/login-action@v3
+        with:
+          registry: ghcr.io
+          username: ${{ github.repository_owner }}
+          password: ${{ secrets.GITHUB_TOKEN }}
+        
+      - name: Create and push manifest for DockerHub
+        run: |
+          docker manifest create ${{ secrets.DOCKER_USERNAME }}/docsgpt:develop \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt:develop-amd64 \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt:develop-arm64
+          docker manifest push ${{ secrets.DOCKER_USERNAME }}/docsgpt:develop
+
+      - name: Create and push manifest for ghcr.io
+        run: |
+          docker manifest create ghcr.io/${{ github.repository_owner }}/docsgpt:develop \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt:develop-amd64 \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt:develop-arm64
+          docker manifest push ghcr.io/${{ github.repository_owner }}/docsgpt:develop

.github/workflows/docker-develop-fe-build.yml

@@ -7,20 +7,33 @@ on:
       - main
 
 jobs:
-  deploy:
+  build:
     if: github.repository == 'arc53/DocsGPT'
-    runs-on: ubuntu-latest
+    strategy:
+      matrix:
+        include:
+          - platform: linux/amd64
+            runner: ubuntu-latest
+            suffix: amd64
+          - platform: linux/arm64
+            runner: ubuntu-24.04-arm
+            suffix: arm64
+    runs-on: ${{ matrix.runner }}
     permissions:
       contents: read
       packages: write
     steps:
       - uses: actions/checkout@v4
 
-      - name: Set up QEMU
+      - name: Set up QEMU # Only needed for emulation, not for native arm64 builds
+        if: matrix.platform == 'linux/arm64'
         uses: docker/setup-qemu-action@v3
 
       - name: Set up Docker Buildx
         uses: docker/setup-buildx-action@v3
+        with:
+          driver: docker-container
+          install: true
 
       - name: Login to DockerHub
         uses: docker/login-action@v3
@@ -35,15 +48,57 @@ jobs:
           username: ${{ github.repository_owner }}
           password: ${{ secrets.GITHUB_TOKEN }}
 
-      - name: Build and push Docker images to docker.io and ghcr.io
+      - name: Build and push platform-specific images
         uses: docker/build-push-action@v6
         with:
           file: './frontend/Dockerfile'
-          platforms: linux/amd64
+          platforms: ${{ matrix.platform }}
           context: ./frontend
           push: true
           tags: |
-            ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:develop
-            ghcr.io/${{ github.repository_owner }}/docsgpt-fe:develop
+            ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:develop-${{ matrix.suffix }}
+            ghcr.io/${{ github.repository_owner }}/docsgpt-fe:develop-${{ matrix.suffix }}
+          provenance: false
+          sbom: false
           cache-from: type=registry,ref=${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:develop
           cache-to: type=inline
+
+  manifest:
+    if: github.repository == 'arc53/DocsGPT'
+    needs: build
+    runs-on: ubuntu-latest
+    permissions:
+      packages: write
+    steps:
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+        with:
+          driver: docker-container
+          install: true
+
+      - name: Login to DockerHub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+
+      - name: Login to ghcr.io
+        uses: docker/login-action@v3
+        with:
+          registry: ghcr.io
+          username: ${{ github.repository_owner }}
+          password: ${{ secrets.GITHUB_TOKEN }}
+
+      - name: Create and push manifest for DockerHub
+        run: |
+          docker manifest create ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:develop \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:develop-amd64 \
+            --amend ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:develop-arm64
+          docker manifest push ${{ secrets.DOCKER_USERNAME }}/docsgpt-fe:develop
+
+      - name: Create and push manifest for ghcr.io
+        run: |
+          docker manifest create ghcr.io/${{ github.repository_owner }}/docsgpt-fe:develop \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt-fe:develop-amd64 \
+            --amend ghcr.io/${{ github.repository_owner }}/docsgpt-fe:develop-arm64
+          docker manifest push ghcr.io/${{ github.repository_owner }}/docsgpt-fe:develop

.github/workflows/lint.yml

@@ -7,6 +7,9 @@ on:
   pull_request:
     types: [ opened, synchronize ]
 
+permissions:
+  contents: read
+
 jobs:
   ruff:
     runs-on: ubuntu-latest

.github/workflows/npm-publish.yml

@@ -0,0 +1,114 @@
+name: Publish npm libraries
+
+on:
+  workflow_dispatch:
+    inputs:
+      version:
+        description: >
+          Version bump type (patch | minor | major) or explicit semver (e.g. 1.2.3).
+          Applies to both docsgpt and docsgpt-react.
+        required: true
+        default: patch
+
+permissions:
+  contents: write
+  pull-requests: write
+
+jobs:
+  publish:
+    runs-on: ubuntu-latest
+    environment: npm-release
+    defaults:
+      run:
+        working-directory: extensions/react-widget
+
+    steps:
+      - uses: actions/checkout@v4
+
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 20
+          registry-url: https://registry.npmjs.org
+
+      - name: Install dependencies
+        run: npm ci
+
+      # ── docsgpt (HTML embedding bundle) ──────────────────────────────────
+      # Uses the `build` script (parcel build src/browser.tsx) and keeps
+      # the `targets` field so Parcel produces browser-optimised bundles.
+
+      - name: Set package name → docsgpt
+        run: jq --arg n "docsgpt" '.name=$n' package.json > _tmp.json && mv _tmp.json package.json
+
+      - name: Bump version (docsgpt)
+        id: version_docsgpt
+        run: |
+          VERSION="${{ github.event.inputs.version }}"
+          NEW_VER=$(npm version "${VERSION:-patch}" --no-git-tag-version)
+          echo "version=${NEW_VER#v}" >> "$GITHUB_OUTPUT"
+
+      - name: Build docsgpt
+        run: npm run build
+
+      - name: Publish docsgpt
+        run: npm publish --verbose
+        env:
+          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+
+      # ── docsgpt-react (React library bundle) ─────────────────────────────
+      # Uses `build:react` script (parcel build src/index.ts) and strips
+      # the `targets` field so Parcel treats the output as a plain library
+      # without browser-specific target resolution, producing a smaller bundle.
+
+      - name: Reset package.json from source control
+        run: git checkout -- package.json
+
+      - name: Set package name → docsgpt-react
+        run: jq --arg n "docsgpt-react" '.name=$n' package.json > _tmp.json && mv _tmp.json package.json
+
+      - name: Remove targets field (react library build)
+        run: jq 'del(.targets)' package.json > _tmp.json && mv _tmp.json package.json
+
+      - name: Bump version (docsgpt-react) to match docsgpt
+        run: npm version "${{ steps.version_docsgpt.outputs.version }}" --no-git-tag-version
+
+      - name: Clean dist before react build
+        run: rm -rf dist
+
+      - name: Build docsgpt-react
+        run: npm run build:react
+
+      - name: Publish docsgpt-react
+        run: npm publish --verbose
+        env:
+          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+
+      # ── Commit the bumped version back to the repository ─────────────────
+
+      - name: Reset package.json and write final version
+        run: |
+          git checkout -- package.json
+          jq --arg v "${{ steps.version_docsgpt.outputs.version }}" '.version=$v' \
+            package.json > _tmp.json && mv _tmp.json package.json
+          npm install --package-lock-only
+
+      - name: Commit version bump and create PR
+        run: |
+          git config user.name  "github-actions[bot]"
+          git config user.email "github-actions[bot]@users.noreply.github.com"
+          BRANCH="chore/bump-npm-v${{ steps.version_docsgpt.outputs.version }}"
+          git checkout -b "$BRANCH"
+          git add package.json package-lock.json
+          git commit -m "chore: bump npm libraries to v${{ steps.version_docsgpt.outputs.version }}"
+          git push origin "$BRANCH"
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+
+      - name: Create PR
+        run: |
+          gh pr create \
+            --title "chore: bump npm libraries to v${{ steps.version_docsgpt.outputs.version }}" \
+            --body "Automated version bump after npm publish." \
+            --base main
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}

.github/workflows/pytest.yml

@@ -1,12 +1,16 @@
 name: Run python tests with pytest
 on: [push, pull_request]
+
+permissions:
+  contents: read
+
 jobs:
   pytest_and_coverage:
     name: Run tests and count coverage
     runs-on: ubuntu-latest
     strategy:
       matrix:
-        python-version: ["3.11"]
+        python-version: ["3.12"]
     steps:
       - uses: actions/checkout@v4
       - name: Set up Python ${{ matrix.python-version }}
@@ -16,15 +20,15 @@ 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 == '3.11'
-        uses: codecov/codecov-action@v4
+        if: github.event_name == 'pull_request' && matrix.python-version == '3.12'
+        uses: codecov/codecov-action@v5
         env:
           CODECOV_TOKEN: ${{ secrets.CODECOV_TOKEN }}
-

.github/workflows/react-widget-build.yml

@@ -0,0 +1,34 @@
+name: React Widget Build
+
+on:
+  push:
+    paths:
+      - 'extensions/react-widget/**'
+  pull_request:
+    paths:
+      - 'extensions/react-widget/**'
+
+permissions:
+  contents: read
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    defaults:
+      run:
+        working-directory: extensions/react-widget
+
+    steps:
+      - uses: actions/checkout@v4
+
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 20
+          cache: npm
+          cache-dependency-path: extensions/react-widget/package-lock.json
+
+      - name: Install dependencies
+        run: npm ci
+
+      - name: Build
+        run: npm run build

.github/workflows/vale.yml

@@ -0,0 +1,34 @@
+name: Vale Documentation Linter
+
+on:
+  pull_request:
+    paths:
+      - 'docs/**/*.md'
+      - 'docs/**/*.mdx'
+      - '**/*.md'
+      - '.vale.ini'
+      - '.github/styles/**'
+
+permissions:
+  contents: read
+
+jobs:
+  vale:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v4
+
+      - name: Install Vale
+        run: |
+          curl -fsSL -o vale.tar.gz \
+            https://github.com/errata-ai/vale/releases/download/v3.0.5/vale_3.0.5_Linux_64-bit.tar.gz
+          tar -xzf vale.tar.gz
+          sudo mv vale /usr/local/bin/vale
+          vale --version
+
+      - name: Sync Vale packages
+        run: vale sync
+
+      - name: Run Vale
+        run: vale --minAlertLevel=error docs

.github/workflows/zizmor.yml

@@ -0,0 +1,25 @@
+name: GitHub Actions Security Analysis
+
+on:
+  push:
+    branches: ["master"]
+  pull_request:
+    branches: ["**"]
+
+permissions: {}
+
+jobs:
+  zizmor:
+    runs-on: ubuntu-latest
+
+    permissions:
+      security-events: write # Required for upload-sarif (used by zizmor-action) to upload SARIF files.
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+
+      - name: Run zizmor 🌈
+        uses: zizmorcore/zizmor-action@71321a20a9ded102f6e9ce5718a2fcec2c4f70d8 # v0.5.2

.gitignore

@@ -2,7 +2,10 @@
 __pycache__/
 *.py[cod]
 *$py.class
+results.txt
+experiments/
 
+experiments
 # C extensions
 *.so
 *.next
@@ -69,6 +72,7 @@ instance/
 
 # Sphinx documentation
 docs/_build/
+docs/public/_pagefind/
 
 # PyBuilder
 target/
@@ -104,6 +108,8 @@ celerybeat.pid
 # Environments
 .env
 .venv
+# Machine-specific Claude Code guidance (see CLAUDE.md preamble)
+CLAUDE.md
 env/
 venv/
 ENV/
@@ -113,6 +119,7 @@ venv.bak/
 # Spyder project settings
 .spyderproject
 .spyproject
+.jwt_secret_key
 
 # Rope project settings
 .ropeproject
@@ -144,6 +151,10 @@ frontend/yarn-error.log*
 frontend/pnpm-debug.log*
 frontend/lerna-debug.log*
 
+# Keep frontend utility helpers tracked (overrides global lib/ ignore)
+!frontend/src/lib/
+!frontend/src/lib/**
+
 frontend/node_modules
 frontend/dist
 frontend/dist-ssr
@@ -172,5 +183,14 @@ application/vectors/
 
 node_modules/
 .vscode/settings.json
+.vscode/sftp.json
 /models/
 model/
+
+# E2E test artifacts
+.e2e-tmp/
+/tmp/docsgpt-e2e/
+tests/e2e/node_modules/
+tests/e2e/playwright-report/
+tests/e2e/test-results/
+tests/e2e/.e2e-last-run.json

.ruff.toml

@@ -1,2 +1,6 @@
 # Allow lines to be as long as 120 characters.
-line-length = 120
+line-length = 120
+
+[lint.per-file-ignores]
+# Integration tests use sys.path.insert() before imports for standalone execution
+"tests/integration/*.py" = ["E402"]

.vale.ini

@@ -0,0 +1,7 @@
+MinAlertLevel = warning
+StylesPath = .github/styles
+Vocab = DocsGPT
+
+[*.{md,mdx}]
+BasedOnStyles = DocsGPT
+

.vscode/launch.json

@@ -2,15 +2,70 @@
   "version": "0.2.0",
   "configurations": [
     {
-      "name": "Docker Debug Frontend",
+      "name": "Frontend Debug (npm)",
+      "type": "node-terminal",
       "request": "launch",
-      "type": "chrome",
-      "preLaunchTask": "docker-compose: debug:frontend",
-      "url": "http://127.0.0.1:5173",
-      "webRoot": "${workspaceFolder}/frontend",
-      "skipFiles": [
-        "<node_internals>/**"
-      ]
+      "command": "npm run dev",
+      "cwd": "${workspaceFolder}/frontend"
+    },
+    {
+        "name": "Flask Debugger",
+        "type": "debugpy",
+        "request": "launch",
+        "module": "flask",
+        "env": {
+            "FLASK_APP": "application/app.py",
+            "PYTHONPATH": "${workspaceFolder}",
+            "FLASK_ENV": "development",
+            "FLASK_DEBUG": "1",
+            "FLASK_RUN_PORT": "7091",
+            "FLASK_RUN_HOST": "0.0.0.0"
+
+        },
+        "args": [
+            "run",
+            "--no-debugger"
+        ],
+        "cwd": "${workspaceFolder}",
+    },
+    {
+      "name": "Celery Debugger",
+      "type": "debugpy",
+      "request": "launch",
+      "module": "celery",
+      "env": {
+        "PYTHONPATH": "${workspaceFolder}",
+      },
+      "args": [
+        "-A",
+        "application.app.celery",
+        "worker",
+        "-l",
+        "INFO",
+        "--pool=solo"
+      ],
+      "cwd": "${workspaceFolder}"
+    },
+    {
+      "name": "Dev Containers (Mongo + Redis)",
+      "type": "node-terminal",
+      "request": "launch",
+      "command": "docker compose -f deployment/docker-compose-dev.yaml up --build",
+      "cwd": "${workspaceFolder}"
+    }
+  ],
+  "compounds": [
+    {
+      "name": "DocsGPT: Full Stack",
+      "configurations": [
+        "Frontend Debug (npm)",
+        "Flask Debugger",
+        "Celery Debugger"
+      ],
+      "presentation": {
+        "group": "DocsGPT",
+        "order": 1
+      }
     }
   ]
 }

.vscode/tasks.json

@@ -1,21 +0,0 @@
-{
-  "version": "2.0.0",
-  "tasks": [
-    {
-      "type": "docker-compose",
-      "label": "docker-compose: debug:frontend",
-      "dockerCompose": {
-        "up": {
-          "detached": true,
-          "services": [
-            "frontend"
-          ],
-          "build": true
-        },
-        "files": [
-          "${workspaceFolder}/docker-compose.yaml"
-        ]
-      }
-    }
-  ]
-}

AGENTS.md

@@ -0,0 +1,156 @@
+# AGENTS.md
+
+- Read `CONTRIBUTING.md` before making non-trivial changes.
+- For day-to-day development and feature work, follow the development-environment workflow rather than defaulting to `setup.sh` / `setup.ps1`.
+- Avoid using the setup scripts during normal feature work unless the user explicitly asks for them. Users configure `.env` usually.
+- Try to follow red/green TDD
+
+### Check existing dev prerequisites first
+
+For feature work, do **not** assume the environment needs to be recreated.
+
+- Check whether the user already has a Python virtual environment such as `venv/` or `.venv/`.
+- Check whether Postgres is already running and reachable via `POSTGRES_URI` (the canonical user-data store).
+- Check whether Redis is already running.
+- Reuse what is already working. Do not stop or recreate Postgres, Redis, or the Python environment unless the task is environment setup or troubleshooting.
+
+> MongoDB is **not** required for the default install. It is only needed if
+> the user opts into the Mongo vector-store backend (`VECTOR_STORE=mongodb`)
+> or is running the one-shot `scripts/db/backfill.py` to migrate existing
+> user data from the legacy Mongo-based install. In those cases, `pymongo`
+> is available as an optional extra, not a core dependency.
+
+## Normal local development commands
+
+Use these commands once the dev prerequisites above are satisfied.
+
+### Backend
+
+```bash
+source .venv/bin/activate  # macOS/Linux
+uv pip install -r application/requirements.txt  # or: pip install -r application/requirements.txt
+```
+
+Run the Flask API (if needed):
+
+```bash
+flask --app application/app.py run --host=0.0.0.0 --port=7091
+```
+
+That's the fast inner-loop option — quick startup, the Werkzeug interactive
+debugger still works, and it hot-reloads on source changes. It serves the
+Flask routes only (`/api/*`, `/stream`, etc.).
+
+If you need to exercise the full ASGI stack — the `/mcp` FastMCP endpoint,
+or to match the production runtime exactly — run the ASGI composition under
+uvicorn instead:
+
+```bash
+uvicorn application.asgi:asgi_app --host 0.0.0.0 --port 7091 --reload
+```
+
+Production uses `gunicorn -k uvicorn_worker.UvicornWorker` against the same
+`application.asgi:asgi_app` target; see `application/Dockerfile` for the
+full flag set.
+
+Run the Celery worker in a separate terminal (if needed):
+
+```bash
+celery -A application.app.celery worker -l INFO
+```
+
+On macOS, prefer the solo pool for Celery:
+
+```bash
+python -m celery -A application.app.celery worker -l INFO --pool=solo
+```
+
+### Frontend
+
+Install dependencies only when needed, then run the dev server:
+
+```bash
+cd frontend
+npm install --include=dev
+npm run dev
+```
+
+### Docs site
+
+```bash
+cd docs
+npm install
+```
+
+### Python / backend changes validation
+
+```bash
+ruff check .
+python -m pytest
+```
+
+### Frontend changes
+
+```bash
+cd frontend && npm run lint
+cd frontend && npm run build
+```
+
+### Documentation changes
+
+```bash
+cd docs && npm run build
+```
+
+If Vale is installed locally and you edited prose, also run:
+
+```bash
+vale .
+```
+
+## Repository map
+
+- `application/`: Flask backend, API routes, agent logic, retrieval, parsing, security, storage, Celery worker, and WSGI entrypoints.
+- `tests/`: backend unit/integration tests and test-only Python dependencies.
+- `frontend/`: Vite + React + TypeScript application.
+- `frontend/src/`: main UI code, including `components`, `conversation`, `hooks`, `locale`, `settings`, `upload`, and Redux store wiring in `store.ts`.
+- `docs/`: separate documentation site built with Next.js/Nextra.
+- `extensions/`: integrations and widgets — currently the Chatwoot webhook bridge and the React widget (published to npm as `docsgpt`). The Discord bot, Slack bot, and Chrome extension have been moved to their own repos under `arc53/`.
+- `deployment/`: Docker Compose variants and Kubernetes manifests.
+
+## Coding rules
+
+### Backend
+
+- Follow PEP 8 and keep Python line length at or under 120 characters.
+- Use type hints for function arguments and return values.
+- Add Google-style docstrings to new or substantially changed functions and classes.
+- Add or update tests under `tests/` for backend behavior changes.
+- Keep changes narrow in `api`, `auth`, `security`, `parser`, `retriever`, and `storage` areas.
+
+### Backend Abstractions
+
+- LLM providers implement a common interface in `application/llm/` (add new providers by extending the base class).
+- Vector stores are abstracted in `application/vectorstore/`.
+- Parsers live in `application/parser/` and handle different document formats in the ingestion stage.
+- Agents and tools are in `application/agents/` and `application/agents/tools/`.
+- Celery setup/config lives in `application/celery_init.py` and `application/celeryconfig.py`.
+- Settings and env vars are managed via Pydantic in `application/core/settings.py`.
+
+### Frontend
+
+- Follow the existing ESLint + Prettier setup.
+- Prefer small, reusable functional components and hooks.
+- If shared state must be added, use Redux rather than introducing a new global state library.
+- Avoid broad UI refactors unless the task explicitly asks for them.
+- Do not re-create components if we already have some in the app.
+
+## PR readiness
+
+Before opening a PR:
+
+- run the relevant validation commands above
+- confirm backend changes still work end-to-end after ingesting sample data when applicable
+- clearly summarize user-visible behavior changes
+- mention any config, dependency, or deployment implications
+- Ask your user to attach a screenshot or a video to it

CONTRIBUTING.md

@@ -22,11 +22,17 @@ Thank you for choosing to contribute to DocsGPT! We are all very grateful!
 
 - We have a frontend built on React (Vite) and a backend in Python.
 
+> **Required for every PR:** Please attach screenshots or a short screen
+> recording that shows the working version of your changes. This makes the
+> requirement visible to reviewers and helps them quickly verify what you are
+> submitting.
+
   
 Before creating issues, please check out how the latest version of our app looks and works by launching it via [Quickstart](https://github.com/arc53/DocsGPT#quickstart) the version on our live demo is slightly modified with login. Your issues should relate to the version you can launch via [Quickstart](https://github.com/arc53/DocsGPT#quickstart).
 
 ### 👨‍💻 If you're interested in contributing code, here are some important things to know:
 
+For instructions on setting up a development environment, please refer to our [Development Deployment Guide](https://docs.docsgpt.cloud/Deploying/Development-Environment).
 
 Tech Stack Overview:
 
@@ -34,19 +40,40 @@ Tech Stack Overview:
 
 - 🖥 Backend: Developed in Python 🐍
 
-### 🌐 If you are looking to contribute to frontend (⚛️React, Vite):
+### 🌐 Frontend Contributions (⚛️ React, Vite)
 
-- The current frontend is being migrated from [`/application`](https://github.com/arc53/DocsGPT/tree/main/application) to [`/frontend`](https://github.com/arc53/DocsGPT/tree/main/frontend) with a new design, so please contribute to the new one.
-- Check out this [milestone](https://github.com/arc53/DocsGPT/milestone/1) and its issues.
-- The updated Figma design can be found [here](https://www.figma.com/file/OXLtrl1EAy885to6S69554/DocsGPT?node-id=0%3A1&t=hjWVuxRg9yi5YkJ9-1).
+*   The updated Figma design can be found [here](https://www.figma.com/file/OXLtrl1EAy885to6S69554/DocsGPT?node-id=0%3A1&t=hjWVuxRg9yi5YkJ9-1).  Please try to follow the guidelines.
+*   **Coding Style:** We follow a strict coding style enforced by ESLint and Prettier. Please ensure your code adheres to the configuration provided in our repository's `fronetend/.eslintrc.js` file.  We recommend configuring your editor with ESLint and Prettier to help with this.
+* **Component Structure:** Strive for small, reusable components.  Favor functional components and hooks over class components where possible.
+* **State Management** If you need to add stores, please use Redux.
 
-Please try to follow the guidelines.
+### 🖥 Backend Contributions (🐍 Python)
 
-### 🖥 If you are looking to contribute to Backend (🐍 Python):
-
-- Review our issues and contribute to [`/application`](https://github.com/arc53/DocsGPT/tree/main/application) or [`/scripts`](https://github.com/arc53/DocsGPT/tree/main/scripts) (please disregard old [`ingest_rst.py`](https://github.com/arc53/DocsGPT/blob/main/scripts/old/ingest_rst.py) [`ingest_rst_sphinx.py`](https://github.com/arc53/DocsGPT/blob/main/scripts/old/ingest_rst_sphinx.py) files; these will be deprecated soon).
+- Review our issues and contribute to [`/application`](https://github.com/arc53/DocsGPT/tree/main/application) 
 - All new code should be covered with unit tests ([pytest](https://github.com/pytest-dev/pytest)). Please find tests under [`/tests`](https://github.com/arc53/DocsGPT/tree/main/tests) folder.
 - Before submitting your Pull Request, ensure it can be queried after ingesting some test data.
+- **Coding Style:** We adhere to the [PEP 8](https://www.python.org/dev/peps/pep-0008/) style guide for Python code. We use `ruff` as our linter and code formatter.  Please ensure your code is formatted correctly and passes `ruff` checks before submitting.
+- **Type Hinting:**  Please use type hints for all function arguments and return values. This improves code readability and helps catch errors early.  Example:
+
+    ```python
+    def my_function(name: str, count: int) -> list[str]:
+        ...
+    ```
+- **Docstrings:**  All functions and classes should have docstrings explaining their purpose, parameters, and return values.  We prefer the [Google style docstrings](https://sphinxcontrib-napoleon.readthedocs.io/en/latest/example_google.html). Example:
+
+    ```python
+    def my_function(name: str, count: int) -> list[str]:
+        """Does something with a name and a count.
+
+        Args:
+            name: The name to use.
+            count: The number of times to do it.
+
+        Returns:
+            A list of strings.
+        """
+        ...
+    ```
   
 ### Testing
 
@@ -103,7 +130,7 @@ Here's a step-by-step guide on how to contribute to DocsGPT:
      ```
 
 9. **Submit a Pull Request (PR):**
-   - Create a Pull Request from your branch to the main repository. Make sure to include a detailed description of your changes and reference any related issues.
+   - Create a Pull Request from your branch to the main repository. Make sure to include a detailed description of your changes, reference any related issues, and attach screenshots or a screen recording showing the working version.
 
 10. **Collaborate:**
    - Be responsive to comments and feedback on your PR.
@@ -125,5 +152,5 @@ Here's a step-by-step guide on how to contribute to DocsGPT:
 Thank you for considering contributing to DocsGPT! 🙏
 
 ## Questions/collaboration
-Feel free to join our [Discord](https://discord.gg/n5BX8dh8rU). We're very friendly and welcoming to new contributors, so don't hesitate to reach out.
+Feel free to join our [Discord](https://discord.gg/vN7YFfdMpj). We're very friendly and welcoming to new contributors, so don't hesitate to reach out.
 # Thank you so much for considering to contributing DocsGPT!🙏

HACKTOBERFEST.md

@@ -1,15 +1,14 @@
-# **🎉 Join the Hacktoberfest with DocsGPT and win a Free T-shirt and other prizes! 🎉**
+# **🎉 Join the Hacktoberfest with DocsGPT and win a Free T-shirt for a meaningful PR! 🎉**
 
 Welcome, contributors! We're excited to announce that DocsGPT is participating in Hacktoberfest. Get involved by submitting meaningful pull requests.
 
-All contributors with accepted PRs will receive a cool Holopin! 🤩 (Watch out for a reply in your PR to collect it).
+All Meaningful contributors with accepted PRs that were created for issues with the `hacktoberfest` label (set by our maintainer team: dartpain, siiddhantt, pabik, ManishMadan2882) will receive a cool T-shirt! 🤩.
+<img width="1331" height="678" alt="hacktoberfest-mocks-preview" src="https://github.com/user-attachments/assets/633f6377-38db-48f5-b519-a8b3855a9eb4" />
 
-### 🏆 Top 50 contributors will receive a special T-shirt
+Fill in [this form](https://forms.gle/Npaba4n9Epfyx56S8
+) after your PR was merged please 
 
-### 🏆 [LLM Document analysis by LexEU competition](https://github.com/arc53/DocsGPT/blob/main/lexeu-competition.md): 
-A separate competition is available for those who submit new retrieval / workflow method that will analyze a Document using EU laws.
-With 200$, 100$, 50$ prize for 1st, 2nd and 3rd place respectively.
-You can find more information [here](https://github.com/arc53/DocsGPT/blob/main/lexeu-competition.md)
+If you are in doubt don't hesitate to ping us on discord, ping me - Alex (dartpain).
 
 ## 📜 Here's How to Contribute:
 ```text
@@ -23,19 +22,18 @@ https://github.com/arc53/DocsGPT-cli
 
 Non-Code Contributions:
 
-📚 Wiki: Improve our documentation, create a guide or change existing documentation.
+📚 Wiki: Improve our documentation, create a guide.
 
 🖥️ Design: Improve the UI/UX or design a new feature.
-
-📝 Blogging or Content Creation: Write articles or create videos to showcase DocsGPT or highlight your contributions!
 ```
 
 ### 📝 Guidelines for Pull Requests:
 - Familiarize yourself with the current contributions and our [Roadmap](https://github.com/orgs/arc53/projects/2).
-- Before contributing we highly advise that you check existing [issues](https://github.com/arc53/DocsGPT/issues) or [create](https://github.com/arc53/DocsGPT/issues/new/choose) an issue and wait to get assigned.
-- Once you are finished with your contribution, please fill in this [form](https://airtable.com/appikMaJwdHhC1SDP/pagoblCJ9W29wf6Hf/form).
+- Before contributing check existing [issues](https://github.com/arc53/DocsGPT/issues) or [create](https://github.com/arc53/DocsGPT/issues/new/choose) an issue and wait to get assigned.
+- Once you are finished with your contribution, please fill in this [form](https://forms.gle/Npaba4n9Epfyx56S8).
 - Refer to the [Documentation](https://docs.docsgpt.cloud/).
-- Feel free to join our [Discord](https://discord.gg/n5BX8dh8rU) server. We're here to help newcomers, so don't hesitate to jump in! Join us [here](https://discord.gg/n5BX8dh8rU).
+- Feel free to join our [Discord](https://discord.gg/vN7YFfdMpj) server. We're here to help newcomers, so don't hesitate to jump in! Join us [here](https://discord.gg/vN7YFfdMpj).
   
-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 and other prizes as a token of our appreciation. 🎁 Join us, and let's code together! 🚀
+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 design later into the October.

README.md

@@ -3,13 +3,11 @@
 </h1>
 
 <p align="center">
-  <strong>Open-Source Documentation Assistant</strong>
+  <strong>Private AI for agents, assistants and enterprise search</strong>
 </p>
 
 <p align="left">
-  <strong><a href="https://www.docsgpt.cloud/">DocsGPT</a></strong> is a cutting-edge open-source solution that streamlines the process of finding information in the project documentation. With its integration of the powerful <strong>GPT</strong> models, developers can easily ask questions about a project and receive accurate answers.
-  
-Say goodbye to time-consuming manual searches, and let <strong><a href="https://www.docsgpt.cloud/">DocsGPT</a></strong> help you quickly find the information you need. Try it out and see how it revolutionizes your project documentation experience. Contribute to its development and be a part of the future of AI-powered assistance.
+  <strong><a href="https://www.docsgpt.cloud/">DocsGPT</a></strong> is an open-source AI platform for building intelligent agents and assistants. Features Agent Builder, deep research tools, document analysis (PDF, Office, web content, and audio), Multi-model support (choose your provider or run locally), and rich API connectivity for agents with actionable tools and integrations. Deploy anywhere with complete privacy control.
 </p>
 
 <div align="center">
@@ -17,174 +15,125 @@ Say goodbye to time-consuming manual searches, and let <strong><a href="https://
   <a href="https://github.com/arc53/DocsGPT">![link to main GitHub showing Stars number](https://img.shields.io/github/stars/arc53/docsgpt?style=social)</a>
   <a href="https://github.com/arc53/DocsGPT">![link to main GitHub showing Forks number](https://img.shields.io/github/forks/arc53/docsgpt?style=social)</a>
   <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://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://www.bestpractices.dev/projects/9907"><img src="https://www.bestpractices.dev/projects/9907/badge"></a>
+  <a href="https://discord.gg/vN7YFfdMpj">![link to discord](https://img.shields.io/discord/1070046503302877216)</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/vN7YFfdMpj">💬 Discord</a>
+<br>
+<a href="https://docs.docsgpt.cloud/">📖 Documentation</a> • <a href="https://github.com/arc53/DocsGPT/blob/main/CONTRIBUTING.md">👫 Contribute</a> • <a href="https://blog.docsgpt.cloud/">🗞 Blog</a>
+<br>
 
- 
 </div>
 
+
+<div align="center">
+  <br>
+<img src="https://d3dg1063dc54p9.cloudfront.net/videos/demo-26.gif" alt="video-example-of-docs-gpt" width="800" height="480">
+</div>
+<h3 align="left">
+  <strong>Key Features:</strong>
+</h3>
+<ul align="left">
+    <li><strong>🗂️ Wide Format Support:</strong> Reads PDF, DOCX, CSV, XLSX, EPUB, MD, RST, HTML, MDX, JSON, PPTX, images, and audio files such as MP3, WAV, M4A, OGG, and WebM.</li>
+    <li><strong>🎙️ Speech Workflows:</strong> Record voice input into chat, transcribe audio on the backend, and ingest meeting recordings or voice notes as searchable knowledge.</li>
+    <li><strong>🌐 Web & Data Integration:</strong> Ingests from URLs, sitemaps, Reddit, GitHub and web crawlers.</li>
+    <li><strong>✅ Reliable Answers:</strong> Get accurate, hallucination-free responses with source citations viewable in a clean UI.</li>
+    <li><strong>🔑 Streamlined API Keys:</strong>  Generate keys linked to your settings, documents, and models, simplifying chatbot and integration setup.</li>
+    <li><strong>🔗 Actionable Tooling:</strong> Connect to APIs, tools, and other services to enable LLM actions.</li>
+    <li><strong>🧩 Pre-built Integrations:</strong> Use readily available HTML/React chat widgets, search tools, Discord/Telegram bots, and more.</li>
+    <li><strong>🔌 Flexible Deployment:</strong> Works with major LLMs (OpenAI, Google, Anthropic) and local models (Ollama, llama_cpp).</li>
+    <li><strong>🏢 Secure & Scalable:</strong> Run privately and securely with Kubernetes support, designed for enterprise-grade reliability.</li>
+</ul>
+
+## Roadmap
+- [x] Agent Workflow Builder with conditional nodes ( February 2026 )
+- [x] SharePoint & Confluence connectors ( March – April 2026 )
+- [x] Research mode ( March 2026 )
+- [x] Postgres migration for user data ( April 2026 )
+- [x] OpenTelemetry observability ( April 2026 )
+- [x] Bring Your Own Model (BYOM) ( April 2026 )
+- [ ] Agent scheduling (RedBeat-backed) ( Q2 2026 )
+
+You can find our full roadmap [here](https://github.com/orgs/arc53/projects/2). Please don't hesitate to contribute or create issues, it helps us improve DocsGPT!
+
 ### Production Support / Help for Companies:
 
 We're eager to provide personalized assistance when deploying your DocsGPT to a live environment.
 
-[Book a Meeting :wave:](https://cal.com/arc53/docsgpt-demo-b2b)⁠
+[Get a Demo :wave:](https://www.docsgpt.cloud/contact)⁠
 
-[Send Email :email:](mailto:contact@arc53.com?subject=DocsGPT%20support%2Fsolutions)
+[Send Email :email:](mailto:support@docsgpt.cloud?subject=DocsGPT%20support%2Fsolutions)
 
+## Join the Lighthouse Program 🌟
 
-<img src="https://github.com/user-attachments/assets/9a1f21de-7a15-4e42-9424-70d22ba5a913" alt="video-example-of-docs-gpt" width="1000" height="500">
+Calling all developers and GenAI innovators! The **DocsGPT Lighthouse Program** connects technical leaders actively deploying or extending DocsGPT in real-world scenarios. Collaborate directly with our team to shape the roadmap, access priority support, and build enterprise-ready solutions with exclusive community insights.
 
-## Roadmap
-
-You can find our roadmap [here](https://github.com/orgs/arc53/projects/2). Please don't hesitate to contribute or create issues, it helps us improve DocsGPT!
-
-## Our Open-Source Models Optimized for DocsGPT:
-
-| Name                                                                  | Base Model  | Requirements (or similar) |
-| --------------------------------------------------------------------- | ----------- | ------------------------- |
-| [Docsgpt-7b-mistral](https://huggingface.co/Arc53/docsgpt-7b-mistral)   | Mistral-7b   | 1xA10G gpu                |
-| [Docsgpt-14b](https://huggingface.co/Arc53/docsgpt-14b)               | llama-2-14b | 2xA10 gpu's               |
-| [Docsgpt-40b-falcon](https://huggingface.co/Arc53/docsgpt-40b-falcon) | falcon-40b  | 8xA10G gpu's              |
-
-If you don't have enough resources to run it, you can use bitsnbytes to quantize.
-
-## End to End AI Framework for Information Retrieval
-
-![Architecture chart](https://github.com/user-attachments/assets/fc6a7841-ddfc-45e6-b5a0-d05fe648cbe2)
-
-## Useful Links
-
-- :mag: :fire: [Cloud Version](https://app.docsgpt.cloud/)
-
-- :speech_balloon: :tada: [Join our Discord](https://discord.gg/n5BX8dh8rU)
-
-- :books: :sunglasses: [Guides](https://docs.docsgpt.cloud/)
-
-- :couple: [Interested in contributing?](https://github.com/arc53/DocsGPT/blob/main/CONTRIBUTING.md)
-
-- :file_folder: :rocket: [How to use any other documentation](https://docs.docsgpt.cloud/Guides/How-to-train-on-other-documentation)
-
-- :house: :closed_lock_with_key: [How to host it locally (so all data will stay on-premises)](https://docs.docsgpt.cloud/Guides/How-to-use-different-LLM)
-
-## Project Structure
-
-- Application - Flask app (main application).
-
-- Extensions - Chrome extension.
-
-- Scripts - Script that creates similarity search index for other libraries.
-
-- Frontend - Frontend uses <a href="https://vitejs.dev/">Vite</a> and <a href="https://react.dev/">React</a>.
+[Learn More & Apply →](https://docs.google.com/forms/d/1KAADiJinUJ8EMQyfTXUIGyFbqINNClNR3jBNWq7DgTE)
 
 ## QuickStart
 
 > [!Note]
 > Make sure you have [Docker](https://docs.docker.com/engine/install/) installed
 
-On Mac OS or Linux, write:
+A more detailed [Quickstart](https://docs.docsgpt.cloud/quickstart) is available in our documentation
 
-`./setup.sh`
+1. **Clone the repository:**
 
-It will install all the dependencies and allow you to download the local model, use OpenAI or use our LLM API.
-
-Otherwise, refer to this Guide for Windows:
-
-1. Download and open this repository with `git clone https://github.com/arc53/DocsGPT.git`
-2. Create a `.env` file in your root directory and set the env variables and `VITE_API_STREAMING` to true or false, depending on whether you want streaming answers or not.
-   It should look like this inside:
-
-   ```
-   LLM_NAME=[docsgpt or openai or others] 
-   VITE_API_STREAMING=true
-   API_KEY=[if LLM_NAME is openai]
+   ```bash
+   git clone https://github.com/arc53/DocsGPT.git
+   cd DocsGPT
    ```
 
-   See optional environment variables in the [/.env-template](https://github.com/arc53/DocsGPT/blob/main/.env-template) and [/application/.env_sample](https://github.com/arc53/DocsGPT/blob/main/application/.env_sample) files.
+**For macOS and Linux:**
 
-3. Run [./run-with-docker-compose.sh](https://github.com/arc53/DocsGPT/blob/main/run-with-docker-compose.sh).
-4. Navigate to http://localhost:5173/.
+2. **Run the setup script:**
 
-To stop, just run `Ctrl + C`.
+   ```bash
+   ./setup.sh
+   ```
 
-## Development Environments
+**For Windows:**
 
-### Spin up Mongo and Redis
+2. **Run the PowerShell setup script:**
 
-For development, only two containers are used from [docker-compose.yaml](https://github.com/arc53/DocsGPT/blob/main/docker-compose.yaml) (by deleting all services except for Redis and Mongo).
-See file [docker-compose-dev.yaml](./docker-compose-dev.yaml).
+   ```powershell
+   PowerShell -ExecutionPolicy Bypass -File .\setup.ps1
+   ```
 
-Run
+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.
 
-```
-docker compose -f docker-compose-dev.yaml build
-docker compose -f docker-compose-dev.yaml up -d
+**Navigate to http://localhost:5173/**
+
+To stop DocsGPT, open a terminal in the `DocsGPT` directory and run:
+
+```bash
+docker compose -f deployment/docker-compose.yaml down
 ```
 
-### Run the Backend
+(or use the specific `docker compose down` command shown after running the setup script).
 
 > [!Note]
-> Make sure you have Python 3.10 or 3.11 installed.
-
-1. Export required environment variables or prepare a `.env` file in the project folder:
-   - Copy [.env-template](https://github.com/arc53/DocsGPT/blob/main/application/.env-template) and create `.env`.
-
-(check out [`application/core/settings.py`](application/core/settings.py) if you want to see more config options.)
-
-2. (optional) Create a Python virtual environment:
-   You can follow the [Python official documentation](https://docs.python.org/3/tutorial/venv.html) for virtual environments.
-
-a) On Mac OS and Linux
-
-```commandline
-python -m venv venv
-. venv/bin/activate
-```
-
-b) On Windows
-
-```commandline
-python -m venv venv
- venv/Scripts/activate
-```
-
-3. Download embedding model and save it in the `model/` folder:
-You can use the script below, or download it manually from [here](https://d3dg1063dc54p9.cloudfront.net/models/embeddings/mpnet-base-v2.zip), unzip it and save it in the `model/` folder.
-
-```commandline
-wget https://d3dg1063dc54p9.cloudfront.net/models/embeddings/mpnet-base-v2.zip
-unzip mpnet-base-v2.zip -d model
-rm mpnet-base-v2.zip
-```
-
-4. Install dependencies for the backend:
-
-```commandline
-pip install -r application/requirements.txt
-```
-
-5. Run the app using `flask --app application/app.py run --host=0.0.0.0 --port=7091`.
-6. Start worker with `celery -A application.app.celery worker -l INFO`.
-
-### Start Frontend
-
-> [!Note]
-> Make sure you have Node version 16 or higher.
-
-1. Navigate to the [/frontend](https://github.com/arc53/DocsGPT/tree/main/frontend) folder.
-2. Install the required packages `husky` and `vite` (ignore if already installed).
-
-```commandline
-npm install husky -g
-npm install vite -g
-```
-
-3. Install dependencies by running `npm install --include=dev`.
-4. Run the app using `npm run dev`.
+> For development environment setup instructions, please refer to the [Development Environment Guide](https://docs.docsgpt.cloud/Deploying/Development-Environment).
 
 ## Contributing
 
 Please refer to the [CONTRIBUTING.md](CONTRIBUTING.md) file for information about how to get involved. We welcome issues, questions, and pull requests.
 
+## Architecture
+
+![Architecture chart](https://github.com/user-attachments/assets/fc6a7841-ddfc-45e6-b5a0-d05fe648cbe2)
+
+## Project Structure
+
+- Application - Flask app (main application).
+
+- Extensions - Extensions, like react widget or discord bot.
+
+- Frontend - Frontend uses <a href="https://vitejs.dev/">Vite</a> and <a href="https://react.dev/">React</a>.
+
+- Scripts - Miscellaneous scripts.
+
 ## Code Of Conduct
 
 We as members, contributors, and leaders, pledge to make participation in our community a harassment-free experience for everyone, regardless of age, body size, visible or invisible disability, ethnicity, sex characteristics, gender identity and expression, level of experience, education, socio-economic status, nationality, personal appearance, race, religion, or sexual identity and orientation. Please refer to the [CODE_OF_CONDUCT.md](CODE_OF_CONDUCT.md) file for more information about contributing.
@@ -199,9 +148,16 @@ We as members, contributors, and leaders, pledge to make participation in our co
 
 The source code license is [MIT](https://opensource.org/license/mit/), as described in the [LICENSE](LICENSE) file.
 
-<p>This project is supported by:</p>
+## This project is supported by:
+
 <p>
   <a href="https://www.digitalocean.com/?utm_medium=opensource&utm_source=DocsGPT">
     <img src="https://opensource.nyc3.cdn.digitaloceanspaces.com/attribution/assets/SVG/DO_Logo_horizontal_blue.svg" width="201px">
   </a>
 </p>
+<p>
+  <a href="https://get.neon.com/docsgpt">
+    <img width="201" alt="color" src="https://github.com/user-attachments/assets/7d9813b7-0e6d-403f-b5af-68af066b326f" />
+  </a>
+  
+</p>

SECURITY.md

@@ -2,13 +2,21 @@
 
 ## Supported Versions
 
-Supported Versions:
-
-Currently, we support security patches by committing changes and bumping the version published on Github.
+Security patches target the latest release and the `main` branch. We recommend always running the most recent version.
 
 ## Reporting a Vulnerability
 
-Found a vulnerability? Please email us:
+Preferred method: use GitHub's private vulnerability reporting flow:
+https://github.com/arc53/DocsGPT/security
 
-security@arc53.com
+Then click **Report a vulnerability**.
+
+
+Alternatively, email us at: security@arc53.com
+
+We aim to acknowledge reports within 48 hours.
+
+## Incident Handling
+
+For the public incident response process, see [`INCIDENT_RESPONSE.md`](./.github/INCIDENT_RESPONSE.md). If you believe an active exploit is occurring, include **URGENT** in your report subject line.
 

application/.env_sample

@@ -1,11 +0,0 @@
-API_KEY=your_api_key
-EMBEDDINGS_KEY=your_api_key
-API_URL=http://localhost:7091
-FLASK_APP=application/app.py
-FLASK_DEBUG=true
-
-#For OPENAI on Azure
-OPENAI_API_BASE=
-OPENAI_API_VERSION=
-AZURE_DEPLOYMENT_NAME=
-AZURE_EMBEDDINGS_DEPLOYMENT_NAME=

application/Dockerfile

@@ -6,21 +6,20 @@ ENV DEBIAN_FRONTEND=noninteractive
 RUN apt-get update && \
     apt-get install -y software-properties-common && \
     add-apt-repository ppa:deadsnakes/ppa && \
-# Install necessary packages and Python
     apt-get update && \
-    apt-get install -y --no-install-recommends gcc wget unzip libc6-dev python3.11 python3.11-distutils python3.11-venv && \
+    apt-get install -y --no-install-recommends gcc g++ wget unzip libc6-dev python3.12 python3.12-venv python3.12-dev && \
     rm -rf /var/lib/apt/lists/* 
 
 # Verify Python installation and setup symlink
-RUN if [ -f /usr/bin/python3.11 ]; then \
-        ln -s /usr/bin/python3.11 /usr/bin/python; \
+RUN if [ -f /usr/bin/python3.12 ]; then \
+        ln -s /usr/bin/python3.12 /usr/bin/python; \
     else \
-        echo "Python 3.11 not found"; exit 1; \
+        echo "Python 3.12 not found"; exit 1; \
     fi
 
 # Download and unzip the model
 RUN wget https://d3dg1063dc54p9.cloudfront.net/models/embeddings/mpnet-base-v2.zip && \
-    unzip mpnet-base-v2.zip -d model && \
+    unzip mpnet-base-v2.zip -d models && \
     rm mpnet-base-v2.zip
 
 # Install Rust
@@ -33,7 +32,7 @@ RUN apt-get remove --purge -y wget unzip && apt-get autoremove -y && rm -rf /var
 COPY requirements.txt .
 
 # Setup Python virtual environment
-RUN python3.11 -m venv /venv
+RUN python3.12 -m venv /venv
 
 # Activate virtual environment and install Python packages
 ENV PATH="/venv/bin:$PATH"
@@ -49,9 +48,13 @@ FROM ubuntu:24.04 as final
 RUN apt-get update && \
     apt-get install -y software-properties-common && \
     add-apt-repository ppa:deadsnakes/ppa && \
-# Install Python
-    apt-get update && apt-get install -y --no-install-recommends python3.11 && \
-    ln -s /usr/bin/python3.11 /usr/bin/python && \
+    apt-get update && apt-get install -y --no-install-recommends \
+        python3.12 \
+        libgl1 \
+        libglib2.0-0 \
+        poppler-utils \
+        && \
+    ln -s /usr/bin/python3.12 /usr/bin/python && \
     rm -rf /var/lib/apt/lists/*
 
 # Set working directory
@@ -63,7 +66,8 @@ RUN groupadd -r appuser && \
 
 # Copy the virtual environment and model from the builder stage
 COPY --from=builder /venv /venv
-COPY --from=builder /model /app/model
+
+COPY --from=builder /models /app/models
 
 # Copy your application code
 COPY . /app/application
@@ -84,5 +88,15 @@ EXPOSE 7091
 # Switch to non-root user
 USER appuser
 
-# Start Gunicorn
-CMD ["gunicorn", "-w", "2", "--timeout", "120", "--bind", "0.0.0.0:7091", "application.wsgi:app"]
+CMD ["gunicorn", \
+     "-w", "1", \
+     "-k", "uvicorn_worker.UvicornWorker", \
+     "--bind", "0.0.0.0:7091", \
+     "--timeout", "180", \
+     "--graceful-timeout", "120", \
+     "--keep-alive", "5", \
+     "--worker-tmp-dir", "/dev/shm", \
+     "--max-requests", "1000", \
+     "--max-requests-jitter", "100", \
+     "--config", "application/gunicorn_conf.py", \
+     "application.asgi:asgi_app"]

application/agents/agent_creator.py

@@ -0,0 +1,25 @@
+import logging
+
+from application.agents.agentic_agent import AgenticAgent
+from application.agents.classic_agent import ClassicAgent
+from application.agents.research_agent import ResearchAgent
+from application.agents.workflow_agent import WorkflowAgent
+
+logger = logging.getLogger(__name__)
+
+
+class AgentCreator:
+    agents = {
+        "classic": ClassicAgent,
+        "react": ClassicAgent,  # backwards compat: react falls back to classic
+        "agentic": AgenticAgent,
+        "research": ResearchAgent,
+        "workflow": WorkflowAgent,
+    }
+
+    @classmethod
+    def create_agent(cls, type, *args, **kwargs):
+        agent_class = cls.agents.get(type.lower())
+        if not agent_class:
+            raise ValueError(f"No agent class found for type {type}")
+        return agent_class(*args, **kwargs)

application/agents/agentic_agent.py

@@ -0,0 +1,63 @@
+import logging
+from typing import Dict, Generator, Optional
+
+from application.agents.base import BaseAgent
+from application.agents.tools.internal_search import (
+    INTERNAL_TOOL_ID,
+    add_internal_search_tool,
+)
+from application.logging import LogContext
+
+logger = logging.getLogger(__name__)
+
+
+class AgenticAgent(BaseAgent):
+    """Agent where the LLM controls retrieval via tools.
+
+    Unlike ClassicAgent which pre-fetches docs into the prompt,
+    AgenticAgent gives the LLM an internal_search tool so it can
+    decide when, what, and whether to search.
+    """
+
+    def __init__(
+        self,
+        retriever_config: Optional[Dict] = None,
+        *args,
+        **kwargs,
+    ):
+        super().__init__(*args, **kwargs)
+        self.retriever_config = retriever_config or {}
+
+    def _gen_inner(
+        self, query: str, log_context: LogContext
+    ) -> Generator[Dict, None, None]:
+        tools_dict = self.tool_executor.get_tools()
+        add_internal_search_tool(tools_dict, self.retriever_config)
+        self._prepare_tools(tools_dict)
+
+        # 4. Build messages (prompt has NO pre-fetched docs)
+        messages = self._build_messages(self.prompt, query)
+
+        # 5. Call LLM — the handler manages the tool loop
+        llm_response = self._llm_gen(messages, log_context)
+
+        yield from self._handle_response(
+            llm_response, tools_dict, messages, log_context
+        )
+
+        # 6. Collect sources from internal search tool results
+        self._collect_internal_sources()
+
+        yield {"sources": self.retrieved_docs}
+        yield {"tool_calls": self._get_truncated_tool_calls()}
+
+        log_context.stacks.append(
+            {"component": "agent", "data": {"tool_calls": self.tool_calls.copy()}}
+        )
+
+    def _collect_internal_sources(self):
+        """Collect retrieved docs from the cached InternalSearchTool instance."""
+        cache_key = f"internal_search:{INTERNAL_TOOL_ID}:{self.user or ''}"
+        tool = self.tool_executor._loaded_tools.get(cache_key)
+        if tool and hasattr(tool, "retrieved_docs") and tool.retrieved_docs:
+            self.retrieved_docs = tool.retrieved_docs

application/agents/base.py

@@ -0,0 +1,608 @@
+import json
+import logging
+import uuid
+from abc import ABC, abstractmethod
+from typing import Any, Dict, Generator, List, Optional
+
+from application.agents.tool_executor import ToolExecutor
+from application.core.json_schema_utils import (
+    JsonSchemaValidationError,
+    normalize_json_schema_payload,
+)
+from application.core.settings import settings
+from application.llm.handlers.base import ToolCall
+from application.llm.handlers.handler_creator import LLMHandlerCreator
+from application.llm.llm_creator import LLMCreator
+from application.logging import build_stack_data, log_activity, LogContext
+
+logger = logging.getLogger(__name__)
+
+
+class BaseAgent(ABC):
+    def __init__(
+        self,
+        endpoint: str,
+        llm_name: str,
+        model_id: str,
+        api_key: str,
+        agent_id: Optional[str] = None,
+        user_api_key: Optional[str] = None,
+        prompt: str = "",
+        chat_history: Optional[List[Dict]] = None,
+        retrieved_docs: Optional[List[Dict]] = None,
+        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"],
+        compressed_summary: Optional[str] = None,
+        llm=None,
+        llm_handler=None,
+        tool_executor: Optional[ToolExecutor] = None,
+        backup_models: Optional[List[str]] = None,
+        model_user_id: Optional[str] = None,
+    ):
+        self.endpoint = endpoint
+        self.llm_name = llm_name
+        self.model_id = model_id
+        self.api_key = api_key
+        self.agent_id = agent_id
+        self.user_api_key = user_api_key
+        self.prompt = prompt
+        self.decoded_token = decoded_token or {}
+        self.user: str = self.decoded_token.get("sub")
+        # BYOM-resolution scope: owner for shared agents, caller for
+        # caller-owned BYOM, None for built-ins. Falls back to self.user
+        # for worker/legacy callers that don't thread model_user_id.
+        self.model_user_id = model_user_id
+        self.tools: List[Dict] = []
+        self.chat_history: List[Dict] = chat_history if chat_history is not None else []
+
+        if llm is not None:
+            self.llm = llm
+        else:
+            self.llm = LLMCreator.create_llm(
+                llm_name,
+                api_key=api_key,
+                user_api_key=user_api_key,
+                decoded_token=decoded_token,
+                model_id=model_id,
+                agent_id=agent_id,
+                backup_models=backup_models,
+                model_user_id=model_user_id,
+            )
+
+        # For BYOM, registry id (UUID) differs from upstream model id
+        # (e.g. ``mistral-large-latest``). LLMCreator resolved this onto
+        # the LLM instance; cache it for subsequent gen calls.
+        self.upstream_model_id = (
+            getattr(self.llm, "model_id", None) or model_id
+        )
+
+        self.retrieved_docs = retrieved_docs or []
+
+        if llm_handler is not None:
+            self.llm_handler = llm_handler
+        else:
+            self.llm_handler = LLMHandlerCreator.create_handler(
+                llm_name if llm_name else "default"
+            )
+
+        # Tool executor — injected or created
+        if tool_executor is not None:
+            self.tool_executor = tool_executor
+        else:
+            self.tool_executor = ToolExecutor(
+                user_api_key=user_api_key,
+                user=self.user,
+                decoded_token=decoded_token,
+            )
+
+        self.attachments = attachments or []
+        self.json_schema = None
+        if json_schema is not None:
+            try:
+                self.json_schema = normalize_json_schema_payload(json_schema)
+            except JsonSchemaValidationError as exc:
+                logger.warning("Ignoring invalid JSON schema payload: %s", exc)
+        self.limited_token_mode = limited_token_mode
+        self.token_limit = token_limit
+        self.limited_request_mode = limited_request_mode
+        self.request_limit = request_limit
+        self.compressed_summary = compressed_summary
+        self.current_token_count = 0
+        self.context_limit_reached = False
+        self.conversation_id: Optional[str] = None
+        self.initial_user_id: Optional[str] = None
+
+    @log_activity()
+    def gen(
+        self, query: str, log_context: LogContext = None
+    ) -> Generator[Dict, None, None]:
+        yield from self._gen_inner(query, log_context)
+
+    @abstractmethod
+    def _gen_inner(
+        self, query: str, log_context: LogContext
+    ) -> Generator[Dict, None, None]:
+        pass
+
+    def gen_continuation(
+        self,
+        messages: List[Dict],
+        tools_dict: Dict,
+        pending_tool_calls: List[Dict],
+        tool_actions: List[Dict],
+    ) -> Generator[Dict, None, None]:
+        """Resume generation after tool actions are resolved.
+
+        Processes the client-provided *tool_actions* (approvals, denials,
+        or client-side results), appends the resulting messages, then
+        hands back to the LLM to continue the conversation.
+
+        Args:
+            messages: The saved messages array from the pause point.
+            tools_dict: The saved tools dictionary.
+            pending_tool_calls: The pending tool call descriptors from the pause.
+            tool_actions: Client-provided actions resolving the pending calls.
+        """
+        self._prepare_tools(tools_dict)
+
+        actions_by_id = {a["call_id"]: a for a in tool_actions}
+
+        # Build a single assistant message containing all tool calls so
+        # the message history matches the format LLM providers expect
+        # (one assistant message with N tool_calls, followed by N tool results).
+        tc_objects: List[Dict[str, Any]] = []
+        for pending in pending_tool_calls:
+            call_id = pending["call_id"]
+            args = pending["arguments"]
+            args_str = (
+                json.dumps(args) if isinstance(args, dict) else (args or "{}")
+            )
+            tc_obj: Dict[str, Any] = {
+                "id": call_id,
+                "type": "function",
+                "function": {
+                    "name": pending["name"],
+                    "arguments": args_str,
+                },
+            }
+            if pending.get("thought_signature"):
+                tc_obj["thought_signature"] = pending["thought_signature"]
+            tc_objects.append(tc_obj)
+
+        messages.append({
+            "role": "assistant",
+            "content": None,
+            "tool_calls": tc_objects,
+        })
+
+        # Now process each pending call and append tool result messages
+        for pending in pending_tool_calls:
+            call_id = pending["call_id"]
+            args = pending["arguments"]
+            action = actions_by_id.get(call_id)
+            if not action:
+                action = {
+                    "call_id": call_id,
+                    "decision": "denied",
+                    "comment": "No response provided",
+                }
+
+            if action.get("decision") == "approved":
+                # Execute the tool server-side
+                tc = ToolCall(
+                    id=call_id,
+                    name=pending["name"],
+                    arguments=(
+                        json.dumps(args) if isinstance(args, dict) else args
+                    ),
+                )
+                tool_gen = self._execute_tool_action(tools_dict, tc)
+                tool_response = None
+                while True:
+                    try:
+                        event = next(tool_gen)
+                        yield event
+                    except StopIteration as e:
+                        tool_response, _ = e.value
+                        break
+                messages.append(
+                    self.llm_handler.create_tool_message(tc, tool_response)
+                )
+
+            elif action.get("decision") == "denied":
+                comment = action.get("comment", "")
+                denial = (
+                    f"Tool execution denied by user. Reason: {comment}"
+                    if comment
+                    else "Tool execution denied by user."
+                )
+                tc = ToolCall(
+                    id=call_id, name=pending["name"], arguments=args
+                )
+                messages.append(
+                    self.llm_handler.create_tool_message(tc, denial)
+                )
+                yield {
+                    "type": "tool_call",
+                    "data": {
+                        "tool_name": pending.get("tool_name", "unknown"),
+                        "call_id": call_id,
+                        "action_name": pending.get("llm_name", pending["name"]),
+                        "arguments": args,
+                        "status": "denied",
+                    },
+                }
+
+            elif "result" in action:
+                result = action["result"]
+                result_str = (
+                    json.dumps(result)
+                    if not isinstance(result, str)
+                    else result
+                )
+                tc = ToolCall(
+                    id=call_id, name=pending["name"], arguments=args
+                )
+                messages.append(
+                    self.llm_handler.create_tool_message(tc, result_str)
+                )
+                yield {
+                    "type": "tool_call",
+                    "data": {
+                        "tool_name": pending.get("tool_name", "unknown"),
+                        "call_id": call_id,
+                        "action_name": pending.get("llm_name", pending["name"]),
+                        "arguments": args,
+                        "result": (
+                            result_str[:50] + "..."
+                            if len(result_str) > 50
+                            else result_str
+                        ),
+                        "status": "completed",
+                    },
+                }
+
+        # Resume the LLM loop with the updated messages
+        llm_response = self._llm_gen(messages)
+        yield from self._handle_response(
+            llm_response, tools_dict, messages, None
+        )
+
+        yield {"sources": self.retrieved_docs}
+        yield {"tool_calls": self._get_truncated_tool_calls()}
+
+    # ---- Tool delegation (thin wrappers around ToolExecutor) ----
+
+    @property
+    def tool_calls(self) -> List[Dict]:
+        return self.tool_executor.tool_calls
+
+    @tool_calls.setter
+    def tool_calls(self, value: List[Dict]):
+        self.tool_executor.tool_calls = value
+
+    def _get_tools(self, api_key: str = None) -> Dict[str, Dict]:
+        return self.tool_executor._get_tools_by_api_key(api_key or self.user_api_key)
+
+    def _get_user_tools(self, user="local"):
+        return self.tool_executor._get_user_tools(user)
+
+    def _build_tool_parameters(self, action):
+        return self.tool_executor._build_tool_parameters(action)
+
+    def _prepare_tools(self, tools_dict):
+        self.tools = self.tool_executor.prepare_tools_for_llm(tools_dict)
+
+    def _execute_tool_action(self, tools_dict, call):
+        return self.tool_executor.execute(
+            tools_dict, call, self.llm.__class__.__name__
+        )
+
+    def _get_truncated_tool_calls(self):
+        return self.tool_executor.get_truncated_tool_calls()
+
+    # ---- Context / token management ----
+
+    def _calculate_current_context_tokens(self, messages: List[Dict]) -> int:
+        from application.api.answer.services.compression.token_counter import (
+            TokenCounter,
+        )
+        return TokenCounter.count_message_tokens(messages)
+
+    def _check_context_limit(self, messages: List[Dict]) -> bool:
+        from application.core.model_utils import get_token_limit
+
+        try:
+            current_tokens = self._calculate_current_context_tokens(messages)
+            self.current_token_count = current_tokens
+            context_limit = get_token_limit(
+                self.model_id, user_id=self.model_user_id or self.user
+            )
+            threshold = int(context_limit * settings.COMPRESSION_THRESHOLD_PERCENTAGE)
+
+            if current_tokens >= threshold:
+                logger.warning(
+                    f"Context limit approaching: {current_tokens}/{context_limit} tokens "
+                    f"({(current_tokens/context_limit)*100:.1f}%)"
+                )
+                return True
+            return False
+        except Exception as e:
+            logger.error(f"Error checking context limit: {str(e)}", exc_info=True)
+            return False
+
+    def _validate_context_size(self, messages: List[Dict]) -> None:
+        from application.core.model_utils import get_token_limit
+
+        current_tokens = self._calculate_current_context_tokens(messages)
+        self.current_token_count = current_tokens
+        context_limit = get_token_limit(
+            self.model_id, user_id=self.model_user_id or self.user
+        )
+        percentage = (current_tokens / context_limit) * 100
+
+        if current_tokens >= context_limit:
+            logger.warning(
+                f"Context at limit: {current_tokens:,}/{context_limit:,} tokens "
+                f"({percentage:.1f}%). Model: {self.model_id}"
+            )
+        elif current_tokens >= int(
+            context_limit * settings.COMPRESSION_THRESHOLD_PERCENTAGE
+        ):
+            logger.info(
+                f"Context approaching limit: {current_tokens:,}/{context_limit:,} tokens "
+                f"({percentage:.1f}%)"
+            )
+
+    def _truncate_text_middle(self, text: str, max_tokens: int) -> str:
+        from application.utils import num_tokens_from_string
+
+        current_tokens = num_tokens_from_string(text)
+        if current_tokens <= max_tokens:
+            return text
+
+        chars_per_token = len(text) / current_tokens if current_tokens > 0 else 4
+        target_chars = int(max_tokens * chars_per_token * 0.95)
+
+        if target_chars <= 0:
+            return ""
+
+        start_chars = int(target_chars * 0.4)
+        end_chars = int(target_chars * 0.4)
+
+        truncation_marker = "\n\n[... content truncated to fit context limit ...]\n\n"
+        truncated = text[:start_chars] + truncation_marker + text[-end_chars:]
+
+        logger.info(
+            f"Truncated text from {current_tokens:,} to ~{max_tokens:,} tokens "
+            f"(removed middle section)"
+        )
+        return truncated
+
+    # ---- Message building ----
+
+    def _build_messages(
+        self,
+        system_prompt: str,
+        query: str,
+    ) -> List[Dict]:
+        """Build messages using pre-rendered system prompt"""
+        from application.core.model_utils import get_token_limit
+        from application.utils import num_tokens_from_string
+
+        if self.compressed_summary:
+            compression_context = (
+                "\n\n---\n\n"
+                "This session is being continued from a previous conversation that "
+                "has been compressed to fit within context limits. "
+                "The conversation is summarized below:\n\n"
+                f"{self.compressed_summary}"
+            )
+            system_prompt = system_prompt + compression_context
+
+        context_limit = get_token_limit(
+            self.model_id, user_id=self.model_user_id or self.user
+        )
+        system_tokens = num_tokens_from_string(system_prompt)
+
+        safety_buffer = int(context_limit * 0.1)
+        available_after_system = context_limit - system_tokens - safety_buffer
+
+        max_query_tokens = int(available_after_system * 0.8)
+        query_tokens = num_tokens_from_string(query)
+
+        if query_tokens > max_query_tokens:
+            query = self._truncate_text_middle(query, max_query_tokens)
+            query_tokens = num_tokens_from_string(query)
+
+        available_for_history = max(available_after_system - query_tokens, 0)
+
+        working_history = self._truncate_history_to_fit(
+            self.chat_history,
+            available_for_history,
+        )
+
+        messages = [{"role": "system", "content": system_prompt}]
+
+        for i in working_history:
+            if "prompt" in i and "response" in i:
+                messages.append({"role": "user", "content": i["prompt"]})
+                messages.append({"role": "assistant", "content": i["response"]})
+            if "tool_calls" in i:
+                for tool_call in i["tool_calls"]:
+                    call_id = tool_call.get("call_id") or str(uuid.uuid4())
+                    args = tool_call.get("arguments")
+                    args_str = (
+                        json.dumps(args)
+                        if isinstance(args, dict)
+                        else (args or "{}")
+                    )
+                    messages.append({
+                        "role": "assistant",
+                        "content": None,
+                        "tool_calls": [{
+                            "id": call_id,
+                            "type": "function",
+                            "function": {
+                                "name": tool_call.get("action_name", ""),
+                                "arguments": args_str,
+                            },
+                        }],
+                    })
+                    result = tool_call.get("result")
+                    result_str = (
+                        json.dumps(result)
+                        if not isinstance(result, str)
+                        else (result or "")
+                    )
+                    messages.append({
+                        "role": "tool",
+                        "tool_call_id": call_id,
+                        "content": result_str,
+                    })
+        messages.append({"role": "user", "content": query})
+        return messages
+
+    def _truncate_history_to_fit(
+        self,
+        history: List[Dict],
+        max_tokens: int,
+    ) -> List[Dict]:
+        from application.utils import num_tokens_from_string
+
+        if not history or max_tokens <= 0:
+            return []
+
+        truncated = []
+        current_tokens = 0
+
+        for message in reversed(history):
+            message_tokens = 0
+
+            if "prompt" in message and "response" in message:
+                message_tokens += num_tokens_from_string(message["prompt"])
+                message_tokens += num_tokens_from_string(message["response"])
+
+            if "tool_calls" in message:
+                for tool_call in message["tool_calls"]:
+                    tool_str = (
+                        f"Tool: {tool_call.get('tool_name')} | "
+                        f"Action: {tool_call.get('action_name')} | "
+                        f"Args: {tool_call.get('arguments')} | "
+                        f"Response: {tool_call.get('result')}"
+                    )
+                    message_tokens += num_tokens_from_string(tool_str)
+
+            if current_tokens + message_tokens <= max_tokens:
+                current_tokens += message_tokens
+                truncated.insert(0, message)
+            else:
+                break
+
+        if len(truncated) < len(history):
+            logger.info(
+                f"Truncated chat history from {len(history)} to {len(truncated)} messages "
+                f"to fit within {max_tokens:,} token budget"
+            )
+
+        return truncated
+
+    # ---- LLM generation ----
+
+    def _llm_gen(self, messages: List[Dict], log_context: Optional[LogContext] = None):
+        self._validate_context_size(messages)
+
+        # Use the upstream id resolved by LLMCreator (see __init__).
+        # Built-in models: same as self.model_id. BYOM: the user's
+        # typed model name, not the internal UUID.
+        gen_kwargs = {"model": self.upstream_model_id, "messages": messages}
+        if self.attachments:
+            gen_kwargs["_usage_attachments"] = self.attachments
+
+        if (
+            hasattr(self.llm, "_supports_tools")
+            and self.llm._supports_tools
+            and self.tools
+        ):
+            gen_kwargs["tools"] = self.tools
+        if (
+            self.json_schema
+            and hasattr(self.llm, "_supports_structured_output")
+            and self.llm._supports_structured_output()
+        ):
+            structured_format = self.llm.prepare_structured_output_format(
+                self.json_schema
+            )
+            if structured_format:
+                if self.llm_name == "openai":
+                    gen_kwargs["response_format"] = structured_format
+                elif self.llm_name == "google":
+                    gen_kwargs["response_schema"] = structured_format
+        resp = self.llm.gen_stream(**gen_kwargs)
+
+        if log_context:
+            data = build_stack_data(self.llm, exclude_attributes=["client"])
+            log_context.stacks.append({"component": "llm", "data": data})
+        return resp
+
+    def _llm_handler(
+        self,
+        resp,
+        tools_dict: Dict,
+        messages: List[Dict],
+        log_context: Optional[LogContext] = None,
+        attachments: Optional[List[Dict]] = None,
+    ):
+        resp = self.llm_handler.process_message_flow(
+            self, resp, tools_dict, messages, attachments, True
+        )
+        if log_context:
+            data = build_stack_data(self.llm_handler, exclude_attributes=["tool_calls"])
+            log_context.stacks.append({"component": "llm_handler", "data": data})
+        return resp
+
+    def _handle_response(self, response, tools_dict, messages, log_context):
+        is_structured_output = (
+            self.json_schema is not None
+            and hasattr(self.llm, "_supports_structured_output")
+            and self.llm._supports_structured_output()
+        )
+
+        if isinstance(response, str):
+            answer_data = {"answer": response}
+            if is_structured_output:
+                answer_data["structured"] = True
+                answer_data["schema"] = self.json_schema
+            yield answer_data
+            return
+        if hasattr(response, "message") and getattr(response.message, "content", None):
+            answer_data = {"answer": response.message.content}
+            if is_structured_output:
+                answer_data["structured"] = True
+                answer_data["schema"] = self.json_schema
+            yield answer_data
+            return
+        processed_response_gen = self._llm_handler(
+            response, tools_dict, messages, log_context, self.attachments
+        )
+
+        for event in processed_response_gen:
+            if isinstance(event, str):
+                answer_data = {"answer": event}
+                if is_structured_output:
+                    answer_data["structured"] = True
+                    answer_data["schema"] = self.json_schema
+                yield answer_data
+            elif hasattr(event, "message") and getattr(event.message, "content", None):
+                answer_data = {"answer": event.message.content}
+                if is_structured_output:
+                    answer_data["structured"] = True
+                    answer_data["schema"] = self.json_schema
+                yield answer_data
+            elif isinstance(event, dict) and "type" in event:
+                yield event

application/agents/classic_agent.py

@@ -0,0 +1,33 @@
+import logging
+from typing import Dict, Generator
+
+from application.agents.base import BaseAgent
+from application.logging import LogContext
+
+logger = logging.getLogger(__name__)
+
+
+class ClassicAgent(BaseAgent):
+    """A simplified agent with clear execution flow"""
+
+    def _gen_inner(
+        self, query: str, log_context: LogContext
+    ) -> Generator[Dict, None, None]:
+        """Core generator function for ClassicAgent execution flow"""
+
+        tools_dict = self.tool_executor.get_tools()
+        self._prepare_tools(tools_dict)
+
+        messages = self._build_messages(self.prompt, query)
+        llm_response = self._llm_gen(messages, log_context)
+
+        yield from self._handle_response(
+            llm_response, tools_dict, messages, log_context
+        )
+
+        yield {"sources": self.retrieved_docs}
+        yield {"tool_calls": self._get_truncated_tool_calls()}
+
+        log_context.stacks.append(
+            {"component": "agent", "data": {"tool_calls": self.tool_calls.copy()}}
+        )

application/agents/research_agent.py

@@ -0,0 +1,698 @@
+import json
+import logging
+import os
+import time
+from typing import Dict, Generator, List, Optional
+
+from application.agents.base import BaseAgent
+from application.agents.tool_executor import ToolExecutor
+from application.agents.tools.internal_search import (
+    INTERNAL_TOOL_ID,
+    add_internal_search_tool,
+)
+from application.agents.tools.think import THINK_TOOL_ENTRY, THINK_TOOL_ID
+from application.logging import LogContext
+
+logger = logging.getLogger(__name__)
+
+# Defaults (can be overridden via constructor)
+DEFAULT_MAX_STEPS = 6
+DEFAULT_MAX_SUB_ITERATIONS = 5
+DEFAULT_TIMEOUT_SECONDS = 300  # 5 minutes
+DEFAULT_TOKEN_BUDGET = 100_000
+DEFAULT_PARALLEL_WORKERS = 3
+
+# Adaptive depth caps per complexity level
+COMPLEXITY_CAPS = {
+    "simple": 2,
+    "moderate": 4,
+    "complex": 6,
+}
+
+_PROMPTS_DIR = os.path.join(
+    os.path.dirname(os.path.dirname(os.path.abspath(__file__))),
+    "prompts",
+    "research",
+)
+
+
+def _load_prompt(name: str) -> str:
+    with open(os.path.join(_PROMPTS_DIR, name), "r") as f:
+        return f.read()
+
+
+CLARIFICATION_PROMPT = _load_prompt("clarification.txt")
+PLANNING_PROMPT = _load_prompt("planning.txt")
+STEP_PROMPT = _load_prompt("step.txt")
+SYNTHESIS_PROMPT = _load_prompt("synthesis.txt")
+
+
+# ---------------------------------------------------------------------------
+# CitationManager
+# ---------------------------------------------------------------------------
+
+
+class CitationManager:
+    """Tracks and deduplicates citations across research steps."""
+
+    def __init__(self):
+        self.citations: Dict[int, Dict] = {}
+        self._counter = 0
+
+    def add(self, doc: Dict) -> int:
+        """Register a source, return its citation number. Deduplicates by source."""
+        source = doc.get("source", "")
+        title = doc.get("title", "")
+        for num, existing in self.citations.items():
+            if existing.get("source") == source and existing.get("title") == title:
+                return num
+        self._counter += 1
+        self.citations[self._counter] = doc
+        return self._counter
+
+    def add_docs(self, docs: List[Dict]) -> str:
+        """Register multiple docs, return formatted citation mapping text."""
+        mapping_lines = []
+        for doc in docs:
+            num = self.add(doc)
+            title = doc.get("title", "Untitled")
+            mapping_lines.append(f"[{num}] {title}")
+        return "\n".join(mapping_lines)
+
+    def format_references(self) -> str:
+        """Generate [N] -> source mapping for report footer."""
+        if not self.citations:
+            return "No sources found."
+        lines = []
+        for num, doc in sorted(self.citations.items()):
+            title = doc.get("title", "Untitled")
+            source = doc.get("source", "Unknown")
+            filename = doc.get("filename", "")
+            display = filename or title
+            lines.append(f"[{num}] {display} — {source}")
+        return "\n".join(lines)
+
+    def get_all_docs(self) -> List[Dict]:
+        return list(self.citations.values())
+
+
+# ---------------------------------------------------------------------------
+# ResearchAgent
+# ---------------------------------------------------------------------------
+
+
+class ResearchAgent(BaseAgent):
+    """Multi-step research agent with parallel execution and budget controls.
+
+    Orchestrates: Plan -> Research (per step, optionally parallel) -> Synthesize.
+    """
+
+    def __init__(
+        self,
+        retriever_config: Optional[Dict] = None,
+        max_steps: int = DEFAULT_MAX_STEPS,
+        max_sub_iterations: int = DEFAULT_MAX_SUB_ITERATIONS,
+        timeout_seconds: int = DEFAULT_TIMEOUT_SECONDS,
+        token_budget: int = DEFAULT_TOKEN_BUDGET,
+        parallel_workers: int = DEFAULT_PARALLEL_WORKERS,
+        *args,
+        **kwargs,
+    ):
+        super().__init__(*args, **kwargs)
+        self.retriever_config = retriever_config or {}
+        self.max_steps = max_steps
+        self.max_sub_iterations = max_sub_iterations
+        self.timeout_seconds = timeout_seconds
+        self.token_budget = token_budget
+        self.parallel_workers = parallel_workers
+        self.citations = CitationManager()
+        self._start_time: float = 0
+        self._tokens_used: int = 0
+        self._last_token_snapshot: int = 0
+
+    # ------------------------------------------------------------------
+    # Budget & timeout helpers
+    # ------------------------------------------------------------------
+
+    def _is_timed_out(self) -> bool:
+        return (time.monotonic() - self._start_time) >= self.timeout_seconds
+
+    def _elapsed(self) -> float:
+        return round(time.monotonic() - self._start_time, 1)
+
+    def _track_tokens(self, count: int):
+        self._tokens_used += count
+
+    def _budget_remaining(self) -> int:
+        return max(self.token_budget - self._tokens_used, 0)
+
+    def _is_over_budget(self) -> bool:
+        return self._tokens_used >= self.token_budget
+
+    def _snapshot_llm_tokens(self) -> int:
+        """Read current token usage from LLM and return delta since last snapshot."""
+        current = self.llm.token_usage.get("prompt_tokens", 0) + self.llm.token_usage.get("generated_tokens", 0)
+        delta = current - self._last_token_snapshot
+        self._last_token_snapshot = current
+        return delta
+
+    # ------------------------------------------------------------------
+    # Main orchestration
+    # ------------------------------------------------------------------
+
+    def _gen_inner(
+        self, query: str, log_context: LogContext
+    ) -> Generator[Dict, None, None]:
+        self._start_time = time.monotonic()
+        tools_dict = self._setup_tools()
+
+        # Phase 0: Clarification (skip if user is responding to a prior clarification)
+        if not self._is_follow_up():
+            clarification = self._clarification_phase(query)
+            if clarification:
+                yield {"metadata": {"is_clarification": True}}
+                yield {"answer": clarification}
+                yield {"sources": []}
+                yield {"tool_calls": []}
+                log_context.stacks.append(
+                    {"component": "agent", "data": {"clarification": True}}
+                )
+                return
+
+        # Phase 1: Planning (with adaptive depth)
+        yield {"type": "research_progress", "data": {"status": "planning"}}
+        plan, complexity = self._planning_phase(query)
+
+        if not plan:
+            logger.warning("ResearchAgent: Planning produced no steps, falling back")
+            plan = [{"query": query, "rationale": "Direct investigation"}]
+            complexity = "simple"
+
+        yield {
+            "type": "research_plan",
+            "data": {"steps": plan, "complexity": complexity},
+        }
+
+        # Phase 2: Research each step (yields progress events in real-time)
+        intermediate_reports = []
+        for i, step in enumerate(plan):
+            step_num = i + 1
+            step_query = step.get("query", query)
+
+            if self._is_timed_out():
+                logger.warning(
+                    f"ResearchAgent: Timeout at step {step_num}/{len(plan)} "
+                    f"({self._elapsed()}s)"
+                )
+                break
+            if self._is_over_budget():
+                logger.warning(
+                    f"ResearchAgent: Token budget exhausted at step {step_num}/{len(plan)}"
+                )
+                break
+
+            yield {
+                "type": "research_progress",
+                "data": {
+                    "step": step_num,
+                    "total": len(plan),
+                    "query": step_query,
+                    "status": "researching",
+                },
+            }
+
+            report = self._research_step(step_query, tools_dict)
+            intermediate_reports.append({"step": step, "content": report})
+
+            yield {
+                "type": "research_progress",
+                "data": {
+                    "step": step_num,
+                    "total": len(plan),
+                    "query": step_query,
+                    "status": "complete",
+                },
+            }
+
+        # Phase 3: Synthesis (streaming)
+        if self._is_timed_out():
+            logger.warning(
+                f"ResearchAgent: Timeout ({self._elapsed()}s) before synthesis, "
+                f"synthesizing with {len(intermediate_reports)} reports"
+            )
+        yield {
+            "type": "research_progress",
+            "data": {
+                "status": "synthesizing",
+                "elapsed_seconds": self._elapsed(),
+                "tokens_used": self._tokens_used,
+            },
+        }
+        yield from self._synthesis_phase(
+            query, plan, intermediate_reports, tools_dict, log_context
+        )
+
+        # Sources and tool calls
+        self.retrieved_docs = self.citations.get_all_docs()
+        yield {"sources": self.retrieved_docs}
+        yield {"tool_calls": self._get_truncated_tool_calls()}
+
+        logger.info(
+            f"ResearchAgent completed: {len(intermediate_reports)}/{len(plan)} steps, "
+            f"{self._elapsed()}s, ~{self._tokens_used} tokens"
+        )
+        log_context.stacks.append(
+            {"component": "agent", "data": {"tool_calls": self.tool_calls.copy()}}
+        )
+
+    # ------------------------------------------------------------------
+    # Tool setup
+    # ------------------------------------------------------------------
+
+    def _setup_tools(self) -> Dict:
+        """Build tools_dict with user tools + internal search + think."""
+        tools_dict = self.tool_executor.get_tools()
+
+        add_internal_search_tool(tools_dict, self.retriever_config)
+
+        think_entry = dict(THINK_TOOL_ENTRY)
+        think_entry["config"] = {}
+        tools_dict[THINK_TOOL_ID] = think_entry
+
+        self._prepare_tools(tools_dict)
+        return tools_dict
+
+    # ------------------------------------------------------------------
+    # Phase 0: Clarification
+    # ------------------------------------------------------------------
+
+    def _is_follow_up(self) -> bool:
+        """Check if the user is responding to a prior clarification.
+
+        Uses the metadata flag stored in the conversation DB — no string matching.
+        Only skip clarification when the last query was explicitly flagged
+        as a clarification by this agent.
+        """
+        if not self.chat_history:
+            return False
+        last = self.chat_history[-1]
+        meta = last.get("metadata", {})
+        return bool(meta.get("is_clarification"))
+
+    def _clarification_phase(self, question: str) -> Optional[str]:
+        """Ask the LLM whether the question needs clarification.
+
+        Returns formatted clarification text if needed, or None to proceed.
+        Uses response_format to force valid JSON output.
+        """
+        messages = [
+            {"role": "system", "content": CLARIFICATION_PROMPT},
+            {"role": "user", "content": question},
+        ]
+
+        try:
+            response = self.llm.gen(
+                model=self.upstream_model_id,
+                messages=messages,
+                tools=None,
+                response_format={"type": "json_object"},
+            )
+            text = self._extract_text(response)
+            self._track_tokens(self._snapshot_llm_tokens())
+            logger.info(f"ResearchAgent clarification response: {text[:300]}")
+
+            data = self._parse_clarification_json(text)
+            if not data or not data.get("needs_clarification"):
+                return None
+
+            questions = data.get("questions", [])
+            if not questions:
+                return None
+
+            # Format as a friendly response
+            lines = [
+                "Before I begin researching, I'd like to clarify a few things:\n"
+            ]
+            for i, q in enumerate(questions[:3], 1):
+                lines.append(f"{i}. {q}")
+            lines.append(
+                "\nPlease provide these details and I'll start the research."
+            )
+            return "\n".join(lines)
+
+        except Exception as e:
+            logger.error(f"Clarification phase failed: {e}", exc_info=True)
+            return None  # proceed with research on failure
+
+    def _parse_clarification_json(self, text: str) -> Optional[Dict]:
+        """Parse clarification JSON from LLM response."""
+        try:
+            return json.loads(text)
+        except json.JSONDecodeError:
+            pass
+
+        # Try extracting from code fences
+        for marker in ["```json", "```"]:
+            if marker in text:
+                start = text.index(marker) + len(marker)
+                end = text.index("```", start) if "```" in text[start:] else len(text)
+                try:
+                    return json.loads(text[start:end].strip())
+                except (json.JSONDecodeError, ValueError):
+                    pass
+
+        # Try finding JSON object
+        for i, ch in enumerate(text):
+            if ch == "{":
+                for j in range(len(text) - 1, i, -1):
+                    if text[j] == "}":
+                        try:
+                            return json.loads(text[i : j + 1])
+                        except json.JSONDecodeError:
+                            continue
+                break
+
+        return None
+
+    # ------------------------------------------------------------------
+    # Phase 1: Planning (with adaptive depth)
+    # ------------------------------------------------------------------
+
+    def _planning_phase(self, question: str) -> tuple[List[Dict], str]:
+        """Decompose the question into research steps via LLM.
+
+        Returns (steps, complexity) where complexity is simple/moderate/complex.
+        """
+        messages = [
+            {"role": "system", "content": PLANNING_PROMPT},
+            {"role": "user", "content": question},
+        ]
+
+        try:
+            response = self.llm.gen(
+                model=self.upstream_model_id,
+                messages=messages,
+                tools=None,
+                response_format={"type": "json_object"},
+            )
+            text = self._extract_text(response)
+            self._track_tokens(self._snapshot_llm_tokens())
+            logger.info(f"ResearchAgent planning LLM response: {text[:500]}")
+
+            plan_data = self._parse_plan_json(text)
+            if isinstance(plan_data, dict):
+                complexity = plan_data.get("complexity", "moderate")
+                steps = plan_data.get("steps", [])
+            else:
+                complexity = "moderate"
+                steps = plan_data
+
+            # Adaptive depth: cap steps based on assessed complexity
+            cap = COMPLEXITY_CAPS.get(complexity, self.max_steps)
+            cap = min(cap, self.max_steps)
+            steps = steps[:cap]
+
+            logger.info(
+                f"ResearchAgent plan: complexity={complexity}, "
+                f"steps={len(steps)} (cap={cap})"
+            )
+            return steps, complexity
+
+        except Exception as e:
+            logger.error(f"Planning phase failed: {e}", exc_info=True)
+            return (
+                [{"query": question, "rationale": "Direct investigation (planning failed)"}],
+                "simple",
+            )
+
+    def _parse_plan_json(self, text: str):
+        """Extract JSON plan from LLM response. Returns dict or list."""
+        # Try direct parse
+        try:
+            data = json.loads(text)
+            if isinstance(data, dict) and "steps" in data:
+                return data
+            if isinstance(data, list):
+                return data
+        except json.JSONDecodeError:
+            pass
+
+        # Try extracting from markdown code fences
+        for marker in ["```json", "```"]:
+            if marker in text:
+                start = text.index(marker) + len(marker)
+                end = text.index("```", start) if "```" in text[start:] else len(text)
+                try:
+                    data = json.loads(text[start:end].strip())
+                    if isinstance(data, dict) and "steps" in data:
+                        return data
+                    if isinstance(data, list):
+                        return data
+                except (json.JSONDecodeError, ValueError):
+                    pass
+
+        # Try finding JSON object in text
+        for i, ch in enumerate(text):
+            if ch == "{":
+                for j in range(len(text) - 1, i, -1):
+                    if text[j] == "}":
+                        try:
+                            data = json.loads(text[i : j + 1])
+                            if isinstance(data, dict) and "steps" in data:
+                                return data
+                        except json.JSONDecodeError:
+                            continue
+                break
+
+        logger.warning(f"Could not parse plan JSON from: {text[:200]}")
+        return []
+
+    # ------------------------------------------------------------------
+    # Phase 2: Research step (core loop)
+    # ------------------------------------------------------------------
+
+    def _research_step(self, step_query: str, tools_dict: Dict) -> str:
+        """Run a focused research loop for one sub-question (sequential path)."""
+        report = self._research_step_with_executor(
+            step_query, tools_dict, self.tool_executor
+        )
+        self._collect_step_sources()
+        return report
+
+    def _research_step_with_executor(
+        self, step_query: str, tools_dict: Dict, executor: ToolExecutor
+    ) -> str:
+        """Core research loop. Works with any ToolExecutor instance."""
+        system_prompt = STEP_PROMPT.replace("{step_query}", step_query)
+        messages = [
+            {"role": "system", "content": system_prompt},
+            {"role": "user", "content": step_query},
+        ]
+
+        last_search_empty = False
+
+        for iteration in range(self.max_sub_iterations):
+            # Check timeout and budget
+            if self._is_timed_out():
+                logger.info(
+                    f"Research step '{step_query[:50]}' timed out at iteration {iteration}"
+                )
+                break
+            if self._is_over_budget():
+                logger.info(
+                    f"Research step '{step_query[:50]}' hit token budget at iteration {iteration}"
+                )
+                break
+
+            try:
+                response = self.llm.gen(
+                    model=self.upstream_model_id,
+                    messages=messages,
+                    tools=self.tools if self.tools else None,
+                )
+                self._track_tokens(self._snapshot_llm_tokens())
+            except Exception as e:
+                logger.error(
+                    f"Research step LLM call failed (iteration {iteration}): {e}",
+                    exc_info=True,
+                )
+                break
+
+            parsed = self.llm_handler.parse_response(response)
+
+            if not parsed.requires_tool_call:
+                return parsed.content or "No findings for this step."
+
+            # Execute tool calls
+            messages, last_search_empty = self._execute_step_tools_with_refinement(
+                parsed.tool_calls, tools_dict, messages, executor, last_search_empty
+            )
+
+        # Max iterations / timeout / budget — ask for summary
+        messages.append(
+            {
+                "role": "user",
+                "content": "Please summarize your findings so far based on the information gathered.",
+            }
+        )
+        try:
+            response = self.llm.gen(
+                model=self.upstream_model_id, messages=messages, tools=None
+            )
+            self._track_tokens(self._snapshot_llm_tokens())
+            text = self._extract_text(response)
+            return text or "Research step completed."
+        except Exception:
+            return "Research step completed."
+
+    def _execute_step_tools_with_refinement(
+        self,
+        tool_calls,
+        tools_dict: Dict,
+        messages: List[Dict],
+        executor: ToolExecutor,
+        last_search_empty: bool,
+    ) -> tuple[List[Dict], bool]:
+        """Execute tool calls with query refinement on empty results.
+
+        Returns (updated_messages, was_last_search_empty).
+        """
+        search_returned_empty = False
+
+        for call in tool_calls:
+            gen = executor.execute(
+                tools_dict, call, self.llm.__class__.__name__
+            )
+            result = None
+            call_id = None
+            while True:
+                try:
+                    event = next(gen)
+                    # Log tool_call status events instead of discarding them
+                    if isinstance(event, dict) and event.get("type") == "tool_call":
+                        logger.debug(
+                            "Tool %s status: %s",
+                            event.get("data", {}).get("action_name", ""),
+                            event.get("data", {}).get("status", ""),
+                        )
+                except StopIteration as e:
+                    result, call_id = e.value
+                    break
+
+            # Detect empty search results for refinement
+            is_search = "search" in (call.name or "").lower()
+            result_str = str(result) if result else ""
+            if is_search and "No documents found" in result_str:
+                search_returned_empty = True
+                if last_search_empty:
+                    # Two consecutive empty searches — inject refinement hint
+                    result_str += (
+                        "\n\nHint: Previous search also returned no results. "
+                        "Try a very different query with different keywords, "
+                        "or broaden your search terms."
+                    )
+                    result = result_str
+
+            import json as _json
+
+            args_str = (
+                _json.dumps(call.arguments)
+                if isinstance(call.arguments, dict)
+                else call.arguments
+            )
+            messages.append({
+                "role": "assistant",
+                "content": None,
+                "tool_calls": [{
+                    "id": call_id,
+                    "type": "function",
+                    "function": {"name": call.name, "arguments": args_str},
+                }],
+            })
+            tool_message = self.llm_handler.create_tool_message(call, result)
+            messages.append(tool_message)
+
+        return messages, search_returned_empty
+
+    def _collect_step_sources(self):
+        """Collect sources from InternalSearchTool and register with CitationManager."""
+        cache_key = f"internal_search:{INTERNAL_TOOL_ID}:{self.user or ''}"
+        tool = self.tool_executor._loaded_tools.get(cache_key)
+        if tool and hasattr(tool, "retrieved_docs"):
+            for doc in tool.retrieved_docs:
+                self.citations.add(doc)
+
+    # ------------------------------------------------------------------
+    # Phase 3: Synthesis
+    # ------------------------------------------------------------------
+
+    def _synthesis_phase(
+        self,
+        question: str,
+        plan: List[Dict],
+        intermediate_reports: List[Dict],
+        tools_dict: Dict,
+        log_context: LogContext,
+    ) -> Generator[Dict, None, None]:
+        """Compile all findings into a final cited report (streaming)."""
+        plan_lines = []
+        for i, step in enumerate(plan, 1):
+            plan_lines.append(
+                f"{i}. {step.get('query', 'Unknown')} — {step.get('rationale', '')}"
+            )
+        plan_summary = "\n".join(plan_lines)
+
+        findings_parts = []
+        for i, report in enumerate(intermediate_reports, 1):
+            step_query = report["step"].get("query", "Unknown")
+            content = report["content"]
+            findings_parts.append(
+                f"--- Step {i}: {step_query} ---\n{content}"
+            )
+        findings = "\n\n".join(findings_parts)
+
+        references = self.citations.format_references()
+
+        synthesis_prompt = SYNTHESIS_PROMPT.replace("{question}", question)
+        synthesis_prompt = synthesis_prompt.replace("{plan_summary}", plan_summary)
+        synthesis_prompt = synthesis_prompt.replace("{findings}", findings)
+        synthesis_prompt = synthesis_prompt.replace("{references}", references)
+
+        messages = [
+            {"role": "system", "content": synthesis_prompt},
+            {"role": "user", "content": f"Please write the research report for: {question}"},
+        ]
+
+        llm_response = self.llm.gen_stream(
+            model=self.upstream_model_id, messages=messages, tools=None
+        )
+
+        if log_context:
+            from application.logging import build_stack_data
+
+            log_context.stacks.append(
+                {"component": "synthesis_llm", "data": build_stack_data(self.llm)}
+            )
+
+        yield from self._handle_response(
+            llm_response, tools_dict, messages, log_context
+        )
+
+    # ------------------------------------------------------------------
+    # Helpers
+    # ------------------------------------------------------------------
+
+    def _extract_text(self, response) -> str:
+        """Extract text content from a non-streaming LLM response."""
+        if isinstance(response, str):
+            return response
+        if hasattr(response, "message") and hasattr(response.message, "content"):
+            return response.message.content or ""
+        if hasattr(response, "choices") and response.choices:
+            choice = response.choices[0]
+            if hasattr(choice, "message") and hasattr(choice.message, "content"):
+                return choice.message.content or ""
+        if hasattr(response, "content") and isinstance(response.content, list):
+            if response.content and hasattr(response.content[0], "text"):
+                return response.content[0].text or ""
+        return str(response) if response else ""

application/agents/tool_executor.py

@@ -0,0 +1,657 @@
+import logging
+import uuid
+from collections import Counter
+from typing import Any, Dict, List, Optional, Tuple
+
+from application.agents.tools.tool_action_parser import ToolActionParser
+from application.agents.tools.tool_manager import ToolManager
+from application.security.encryption import decrypt_credentials
+from application.storage.db.base_repository import looks_like_uuid
+from application.storage.db.repositories.agents import AgentsRepository
+from application.storage.db.repositories.tool_call_attempts import (
+    ToolCallAttemptsRepository,
+)
+from application.storage.db.repositories.user_tools import UserToolsRepository
+from application.storage.db.session import db_readonly, db_session
+
+logger = logging.getLogger(__name__)
+
+
+def _record_proposed(
+    call_id: str,
+    tool_name: str,
+    action_name: str,
+    arguments: Any,
+    *,
+    tool_id: Optional[str] = None,
+) -> bool:
+    """Insert a ``proposed`` row; swallow infra failures so tool calls
+    still run when the journal is unreachable. Returns True iff the row
+    is now journaled (newly created or already present).
+    """
+    try:
+        with db_session() as conn:
+            inserted = ToolCallAttemptsRepository(conn).record_proposed(
+                call_id,
+                tool_name,
+                action_name,
+                arguments,
+                tool_id=tool_id if tool_id and looks_like_uuid(tool_id) else None,
+            )
+        if not inserted:
+            logger.warning(
+                "tool_call_attempts duplicate call_id=%s; existing row left in place",
+                call_id,
+                extra={"alert": "tool_call_id_collision", "call_id": call_id},
+            )
+        return True
+    except Exception:
+        logger.exception("tool_call_attempts proposed write failed for %s", call_id)
+        return False
+
+
+def _mark_executed(
+    call_id: str,
+    result: Any,
+    *,
+    message_id: Optional[str] = None,
+    artifact_id: Optional[str] = None,
+    proposed_ok: bool = True,
+    tool_name: Optional[str] = None,
+    action_name: Optional[str] = None,
+    arguments: Any = None,
+    tool_id: Optional[str] = None,
+) -> None:
+    """Flip the row to ``executed``. If ``proposed_ok`` is False (the
+    proposed write failed earlier), upsert a fresh row in ``executed`` so
+    the reconciler can still see the attempt — without this, the side
+    effect would be invisible to the journal.
+    """
+    try:
+        with db_session() as conn:
+            repo = ToolCallAttemptsRepository(conn)
+            if proposed_ok:
+                updated = repo.mark_executed(
+                    call_id,
+                    result,
+                    message_id=message_id,
+                    artifact_id=artifact_id,
+                )
+                if updated:
+                    return
+            # Fallback synthesizes the row so the journal isn't lost.
+            repo.upsert_executed(
+                call_id,
+                tool_name=tool_name or "unknown",
+                action_name=action_name or "",
+                arguments=arguments if arguments is not None else {},
+                result=result,
+                tool_id=tool_id if tool_id and looks_like_uuid(tool_id) else None,
+                message_id=message_id,
+                artifact_id=artifact_id,
+            )
+    except Exception:
+        logger.exception("tool_call_attempts executed write failed for %s", call_id)
+
+
+def _mark_failed(call_id: str, error: str) -> None:
+    try:
+        with db_session() as conn:
+            ToolCallAttemptsRepository(conn).mark_failed(call_id, error)
+    except Exception:
+        logger.exception("tool_call_attempts failed-write failed for %s", call_id)
+
+
+class ToolExecutor:
+    """Handles tool discovery, preparation, and execution.
+
+    Extracted from BaseAgent to separate concerns and enable tool caching.
+    """
+
+    def __init__(
+        self,
+        user_api_key: Optional[str] = None,
+        user: Optional[str] = None,
+        decoded_token: Optional[Dict] = None,
+    ):
+        self.user_api_key = user_api_key
+        self.user = user
+        self.decoded_token = decoded_token
+        self.tool_calls: List[Dict] = []
+        self._loaded_tools: Dict[str, object] = {}
+        self.conversation_id: Optional[str] = None
+        self.message_id: Optional[str] = None
+        self.client_tools: Optional[List[Dict]] = None
+        self._name_to_tool: Dict[str, Tuple[str, str]] = {}
+        self._tool_to_name: Dict[Tuple[str, str], str] = {}
+
+    def get_tools(self) -> Dict[str, Dict]:
+        """Load tool configs from DB based on user context.
+
+        If *client_tools* have been set on this executor, they are
+        automatically merged into the returned dict.
+        """
+        if self.user_api_key:
+            tools = self._get_tools_by_api_key(self.user_api_key)
+        else:
+            tools = self._get_user_tools(self.user or "local")
+        if self.client_tools:
+            self.merge_client_tools(tools, self.client_tools)
+        return tools
+
+    def _get_tools_by_api_key(self, api_key: str) -> Dict[str, Dict]:
+        # Per-operation session: the answer pipeline spans a long-lived
+        # generator; wrapping it in a single connection would pin a PG
+        # conn for the whole stream. Open, fetch, close.
+        with db_readonly() as conn:
+            agent_data = AgentsRepository(conn).find_by_key(api_key)
+            tool_ids = agent_data.get("tools", []) if agent_data else []
+            if not tool_ids:
+                return {}
+            tools_repo = UserToolsRepository(conn)
+            tools: List[Dict] = []
+            owner = (agent_data.get("user_id") or agent_data.get("user")) if agent_data else None
+            for tid in tool_ids:
+                row = None
+                if owner:
+                    row = tools_repo.get_any(str(tid), owner)
+                if row is not None:
+                    tools.append(row)
+        return {str(tool["id"]): tool for tool in tools} if tools else {}
+
+    def _get_user_tools(self, user: str = "local") -> Dict[str, Dict]:
+        with db_readonly() as conn:
+            user_tools = UserToolsRepository(conn).list_active_for_user(user)
+        return {str(i): tool for i, tool in enumerate(user_tools)}
+
+    def merge_client_tools(
+        self, tools_dict: Dict, client_tools: List[Dict]
+    ) -> Dict:
+        """Merge client-provided tool definitions into tools_dict.
+
+        Client tools use the standard function-calling format::
+
+            [{"type": "function", "function": {"name": "get_weather",
+              "description": "...", "parameters": {...}}}]
+
+        They are stored in *tools_dict* with ``client_side: True`` so that
+        :meth:`check_pause` returns a pause signal instead of trying to
+        execute them server-side.
+
+        Args:
+            tools_dict: The mutable server tools dict (will be modified in place).
+            client_tools: List of tool definitions in function-calling format.
+
+        Returns:
+            The updated *tools_dict* (same reference, for convenience).
+        """
+        for i, ct in enumerate(client_tools):
+            func = ct.get("function", ct)  # tolerate bare {"name":..} too
+            name = func.get("name", f"clienttool{i}")
+            tool_id = f"ct{i}"
+
+            tools_dict[tool_id] = {
+                "name": name,
+                "client_side": True,
+                "actions": [
+                    {
+                        "name": name,
+                        "description": func.get("description", ""),
+                        "active": True,
+                        "parameters": func.get("parameters", {}),
+                    }
+                ],
+            }
+        return tools_dict
+
+    def prepare_tools_for_llm(self, tools_dict: Dict) -> List[Dict]:
+        """Convert tool configs to LLM function schemas.
+
+        Action names are kept clean for the LLM:
+        - Unique action names appear as-is (e.g. ``get_weather``).
+        - Duplicate action names get numbered suffixes (e.g. ``search_1``,
+          ``search_2``).
+
+        A reverse mapping is stored in ``_name_to_tool`` so that tool calls
+        can be routed back to the correct ``(tool_id, action_name)`` without
+        brittle string splitting.
+        """
+        # Pass 1: collect entries and count action name occurrences
+        entries: List[Tuple[str, str, Dict, bool]] = []  # (tool_id, action_name, action, is_client)
+        name_counts: Counter = Counter()
+
+        for tool_id, tool in tools_dict.items():
+            is_api = tool["name"] == "api_tool"
+            is_client = tool.get("client_side", False)
+
+            if is_api and "actions" not in tool.get("config", {}):
+                continue
+            if not is_api and "actions" not in tool:
+                continue
+
+            actions = (
+                tool["config"]["actions"].values()
+                if is_api
+                else tool["actions"]
+            )
+
+            for action in actions:
+                if not action.get("active", True):
+                    continue
+                entries.append((tool_id, action["name"], action, is_client))
+                name_counts[action["name"]] += 1
+
+        # Pass 2: assign LLM-visible names and build mappings
+        self._name_to_tool = {}
+        self._tool_to_name = {}
+        collision_counters: Dict[str, int] = {}
+        all_llm_names: set = set()
+
+        result = []
+        for tool_id, action_name, action, is_client in entries:
+            if name_counts[action_name] == 1:
+                llm_name = action_name
+            else:
+                counter = collision_counters.get(action_name, 1)
+                candidate = f"{action_name}_{counter}"
+                # Skip if candidate collides with a unique action name
+                while candidate in all_llm_names or (
+                    candidate in name_counts and name_counts[candidate] == 1
+                ):
+                    counter += 1
+                    candidate = f"{action_name}_{counter}"
+                collision_counters[action_name] = counter + 1
+                llm_name = candidate
+
+            all_llm_names.add(llm_name)
+            self._name_to_tool[llm_name] = (tool_id, action_name)
+            self._tool_to_name[(tool_id, action_name)] = llm_name
+
+            if is_client:
+                params = action.get("parameters", {})
+            else:
+                params = self._build_tool_parameters(action)
+
+            result.append({
+                "type": "function",
+                "function": {
+                    "name": llm_name,
+                    "description": action.get("description", ""),
+                    "parameters": params,
+                },
+            })
+        return result
+
+    def _build_tool_parameters(self, action: Dict) -> Dict:
+        params = {"type": "object", "properties": {}, "required": []}
+        for param_type in ["query_params", "headers", "body", "parameters"]:
+            if param_type in action and action[param_type].get("properties"):
+                for k, v in action[param_type]["properties"].items():
+                    if v.get("filled_by_llm", True):
+                        params["properties"][k] = {
+                            key: value
+                            for key, value in v.items()
+                            if key not in ("filled_by_llm", "value", "required")
+                        }
+                        if v.get("required", False):
+                            params["required"].append(k)
+        return params
+
+    def check_pause(
+        self, tools_dict: Dict, call, llm_class_name: str
+    ) -> Optional[Dict]:
+        """Check if a tool call requires pausing for approval or client execution.
+
+        Returns a dict describing the pending action if pause is needed, None otherwise.
+        """
+        parser = ToolActionParser(llm_class_name, name_mapping=self._name_to_tool)
+        tool_id, action_name, call_args = parser.parse_args(call)
+        call_id = getattr(call, "id", None) or str(uuid.uuid4())
+        llm_name = getattr(call, "name", "")
+
+        if tool_id is None or action_name is None or tool_id not in tools_dict:
+            return None  # Will be handled as error by execute()
+
+        tool_data = tools_dict[tool_id]
+
+        # Client-side tools
+        if tool_data.get("client_side"):
+            return {
+                "call_id": call_id,
+                "name": llm_name,
+                "tool_name": tool_data.get("name", "unknown"),
+                "tool_id": tool_id,
+                "action_name": action_name,
+                "llm_name": llm_name,
+                "arguments": call_args if isinstance(call_args, dict) else {},
+                "pause_type": "requires_client_execution",
+                "thought_signature": getattr(call, "thought_signature", None),
+            }
+
+        # Approval required
+        if tool_data["name"] == "api_tool":
+            action_data = tool_data.get("config", {}).get("actions", {}).get(
+                action_name, {}
+            )
+        else:
+            action_data = next(
+                (a for a in tool_data.get("actions", []) if a["name"] == action_name),
+                {},
+            )
+
+        if action_data.get("require_approval"):
+            return {
+                "call_id": call_id,
+                "name": llm_name,
+                "tool_name": tool_data.get("name", "unknown"),
+                "tool_id": tool_id,
+                "action_name": action_name,
+                "llm_name": llm_name,
+                "arguments": call_args if isinstance(call_args, dict) else {},
+                "pause_type": "awaiting_approval",
+                "thought_signature": getattr(call, "thought_signature", None),
+            }
+
+        return None
+
+    def execute(self, tools_dict: Dict, call, llm_class_name: str):
+        """Execute a tool call. Yields status events, returns (result, call_id)."""
+        parser = ToolActionParser(llm_class_name, name_mapping=self._name_to_tool)
+        tool_id, action_name, call_args = parser.parse_args(call)
+        llm_name = getattr(call, "name", "unknown")
+
+        call_id = getattr(call, "id", None) or str(uuid.uuid4())
+
+        if tool_id is None or action_name is None:
+            error_message = f"Error: Failed to parse LLM tool call. Tool name: {llm_name}"
+            logger.error(
+                "tool_call_parse_failed",
+                extra={
+                    "llm_class_name": llm_class_name,
+                    "llm_tool_name": llm_name,
+                    "call_id": call_id,
+                },
+            )
+
+            tool_call_data = {
+                "tool_name": "unknown",
+                "call_id": call_id,
+                "action_name": llm_name,
+                "arguments": call_args or {},
+                "result": f"Failed to parse tool call. Invalid tool name format: {llm_name}",
+            }
+            yield {"type": "tool_call", "data": {**tool_call_data, "status": "error"}}
+            self.tool_calls.append(tool_call_data)
+            return "Failed to parse tool call.", call_id
+
+        if tool_id not in tools_dict:
+            error_message = f"Error: Tool ID '{tool_id}' extracted from LLM call not found in available tools_dict. Available IDs: {list(tools_dict.keys())}"
+            logger.error(
+                "tool_id_not_found",
+                extra={
+                    "tool_id": tool_id,
+                    "llm_tool_name": llm_name,
+                    "call_id": call_id,
+                    "available_tool_count": len(tools_dict),
+                },
+            )
+
+            tool_call_data = {
+                "tool_name": "unknown",
+                "call_id": call_id,
+                "action_name": llm_name,
+                "arguments": call_args,
+                "result": f"Tool with ID {tool_id} not found. Available tools: {list(tools_dict.keys())}",
+            }
+            yield {"type": "tool_call", "data": {**tool_call_data, "status": "error"}}
+            self.tool_calls.append(tool_call_data)
+            return f"Tool with ID {tool_id} not found.", call_id
+
+        tool_call_data = {
+            "tool_name": tools_dict[tool_id]["name"],
+            "call_id": call_id,
+            "action_name": llm_name,
+            "arguments": call_args,
+        }
+        tool_data = tools_dict[tool_id]
+        # Journal first so the reconciler sees malformed calls and any
+        # subsequent ``_mark_failed`` actually updates a real row.
+        proposed_ok = _record_proposed(
+            call_id,
+            tool_data["name"],
+            action_name,
+            call_args if isinstance(call_args, dict) else {},
+            tool_id=tool_data.get("id"),
+        )
+        # Defensive guard: a non-dict ``call_args`` (e.g. malformed
+        # JSON on the resume path) would crash the param walk below
+        # with AttributeError on ``.items()``. Surface a clean error
+        # event and flip the journal row to ``failed`` instead of
+        # killing the stream.
+        if not isinstance(call_args, dict):
+            error_message = (
+                f"Tool call arguments must be a JSON object, got "
+                f"{type(call_args).__name__}."
+            )
+            tool_call_data["result"] = error_message
+            tool_call_data["arguments"] = {}
+            _mark_failed(call_id, error_message)
+            yield {
+                "type": "tool_call",
+                "data": {**tool_call_data, "status": "error"},
+            }
+            self.tool_calls.append(tool_call_data)
+            return error_message, call_id
+        yield {"type": "tool_call", "data": {**tool_call_data, "status": "pending"}}
+        action_data = (
+            tool_data["config"]["actions"][action_name]
+            if tool_data["name"] == "api_tool"
+            else next(
+                action
+                for action in tool_data["actions"]
+                if action["name"] == action_name
+            )
+        )
+
+        query_params, headers, body, parameters = {}, {}, {}, {}
+        param_types = {
+            "query_params": query_params,
+            "headers": headers,
+            "body": body,
+            "parameters": parameters,
+        }
+
+        for param_type, target_dict in param_types.items():
+            if param_type in action_data and action_data[param_type].get("properties"):
+                for param, details in action_data[param_type]["properties"].items():
+                    if (
+                        param not in call_args
+                        and "value" in details
+                        and details["value"]
+                    ):
+                        target_dict[param] = details["value"]
+        for param, value in call_args.items():
+            for param_type, target_dict in param_types.items():
+                if param_type in action_data and param in action_data[param_type].get(
+                    "properties", {}
+                ):
+                    target_dict[param] = value
+
+        # Load tool (with caching)
+        tool = self._get_or_load_tool(
+            tool_data, tool_id, action_name,
+            headers=headers, query_params=query_params,
+        )
+
+        if tool is None:
+            error_message = (
+                f"Failed to load tool '{tool_data.get('name')}' (tool_id key={tool_id}): "
+                "missing 'id' on tool row."
+            )
+            logger.error(
+                "tool_load_failed",
+                extra={
+                    "tool_name": tool_data.get("name"),
+                    "tool_id": tool_id,
+                    "action_name": action_name,
+                    "call_id": call_id,
+                },
+            )
+            tool_call_data["result"] = error_message
+            _mark_failed(call_id, error_message)
+            yield {"type": "tool_call", "data": {**tool_call_data, "status": "error"}}
+            self.tool_calls.append(tool_call_data)
+            return error_message, call_id
+
+        resolved_arguments = (
+            {"query_params": query_params, "headers": headers, "body": body}
+            if tool_data["name"] == "api_tool"
+            else parameters
+        )
+        try:
+            if tool_data["name"] == "api_tool":
+                logger.debug(
+                    f"Executing api: {action_name} with query_params: {query_params}, headers: {headers}, body: {body}"
+                )
+                result = tool.execute_action(action_name, **body)
+            else:
+                logger.debug(f"Executing tool: {action_name} with args: {call_args}")
+                result = tool.execute_action(action_name, **parameters)
+        except Exception as exc:
+            _mark_failed(call_id, str(exc))
+            raise
+
+        get_artifact_id = (
+            getattr(tool, "get_artifact_id", None)
+            if tool_data["name"] != "api_tool"
+            else None
+        )
+
+        artifact_id = None
+        if callable(get_artifact_id):
+            try:
+                artifact_id = get_artifact_id(action_name, **parameters)
+            except Exception:
+                logger.exception(
+                    "Failed to extract artifact_id from tool %s for action %s",
+                    tool_data["name"],
+                    action_name,
+                )
+
+        artifact_id = str(artifact_id).strip() if artifact_id is not None else ""
+        if artifact_id:
+            tool_call_data["artifact_id"] = artifact_id
+        result_full = str(result)
+        tool_call_data["resolved_arguments"] = resolved_arguments
+        tool_call_data["result_full"] = result_full
+        tool_call_data["result"] = (
+            f"{result_full[:50]}..." if len(result_full) > 50 else result_full
+        )
+
+        # Tool side effect has run; flip the journal row so the
+        # message-finalize path can later confirm it. If the proposed
+        # write failed (DB outage), upsert a fresh row in ``executed`` so
+        # the reconciler still sees the side effect.
+        _mark_executed(
+            call_id,
+            result_full,
+            message_id=self.message_id,
+            artifact_id=artifact_id or None,
+            proposed_ok=proposed_ok,
+            tool_name=tool_data["name"],
+            action_name=action_name,
+            arguments=call_args,
+            tool_id=tool_data.get("id"),
+        )
+
+        stream_tool_call_data = {
+            key: value
+            for key, value in tool_call_data.items()
+            if key not in {"result_full", "resolved_arguments"}
+        }
+        yield {"type": "tool_call", "data": {**stream_tool_call_data, "status": "completed"}}
+        self.tool_calls.append(tool_call_data)
+
+        return result, call_id
+
+    def _get_or_load_tool(
+        self, tool_data: Dict, tool_id: str, action_name: str,
+        headers: Optional[Dict] = None, query_params: Optional[Dict] = None,
+    ):
+        """Load a tool, using cache when possible."""
+        cache_key = f"{tool_data['name']}:{tool_id}:{self.user or ''}"
+        if cache_key in self._loaded_tools:
+            return self._loaded_tools[cache_key]
+
+        tm = ToolManager(config={})
+
+        if tool_data["name"] == "api_tool":
+            action_config = tool_data["config"]["actions"][action_name]
+            tool_config = {
+                "url": action_config["url"],
+                "method": action_config["method"],
+                "headers": headers or {},
+                "query_params": query_params or {},
+            }
+            if "body_content_type" in action_config:
+                tool_config["body_content_type"] = action_config.get(
+                    "body_content_type", "application/json"
+                )
+                tool_config["body_encoding_rules"] = action_config.get(
+                    "body_encoding_rules", {}
+                )
+        else:
+            tool_config = tool_data["config"].copy() if tool_data["config"] else {}
+            if tool_config.get("encrypted_credentials") and self.user:
+                decrypted = decrypt_credentials(
+                    tool_config["encrypted_credentials"], self.user
+                )
+                tool_config.update(decrypted)
+                tool_config["auth_credentials"] = decrypted
+                tool_config.pop("encrypted_credentials", None)
+            row_id = tool_data.get("id")
+            if not row_id:
+                logger.error(
+                    "tool_missing_row_id",
+                    extra={
+                        "tool_name": tool_data.get("name"),
+                        "tool_id": tool_id,
+                        "action_name": action_name,
+                    },
+                )
+                return None
+            tool_config["tool_id"] = str(row_id)
+            if self.conversation_id:
+                tool_config["conversation_id"] = self.conversation_id
+            if tool_data["name"] == "mcp_tool":
+                tool_config["query_mode"] = True
+
+        tool = tm.load_tool(
+            tool_data["name"],
+            tool_config=tool_config,
+            user_id=self.user,
+        )
+
+        # Don't cache api_tool since config varies by action
+        if tool_data["name"] != "api_tool":
+            self._loaded_tools[cache_key] = tool
+
+        return tool
+
+    def get_truncated_tool_calls(self) -> List[Dict]:
+        return [
+            {
+                "tool_name": tool_call.get("tool_name"),
+                "call_id": tool_call.get("call_id"),
+                "action_name": tool_call.get("action_name"),
+                "arguments": tool_call.get("arguments"),
+                "artifact_id": tool_call.get("artifact_id"),
+                "result": (
+                    f"{str(tool_call['result'])[:50]}..."
+                    if len(str(tool_call["result"])) > 50
+                    else tool_call["result"]
+                ),
+                "status": "completed",
+            }
+            for tool_call in self.tool_calls
+        ]

application/agents/tools/api_body_serializer.py

@@ -0,0 +1,323 @@
+import base64
+import json
+import logging
+from enum import Enum
+from typing import Any, Dict, Optional, Union
+from urllib.parse import quote, urlencode
+
+logger = logging.getLogger(__name__)
+
+
+class ContentType(str, Enum):
+    """Supported content types for request bodies."""
+
+    JSON = "application/json"
+    FORM_URLENCODED = "application/x-www-form-urlencoded"
+    MULTIPART_FORM_DATA = "multipart/form-data"
+    TEXT_PLAIN = "text/plain"
+    XML = "application/xml"
+    OCTET_STREAM = "application/octet-stream"
+
+
+class RequestBodySerializer:
+    """Serializes request bodies according to content-type and OpenAPI 3.1 spec."""
+
+    @staticmethod
+    def serialize(
+        body_data: Dict[str, Any],
+        content_type: str = ContentType.JSON,
+        encoding_rules: Optional[Dict[str, Dict[str, Any]]] = None,
+    ) -> tuple[Union[str, bytes], Dict[str, str]]:
+        """
+        Serialize body data to appropriate format.
+
+        Args:
+            body_data: Dictionary of body parameters
+            content_type: Content-Type header value
+            encoding_rules: OpenAPI Encoding Object rules per field
+
+        Returns:
+            Tuple of (serialized_body, updated_headers_dict)
+
+        Raises:
+            ValueError: If serialization fails
+        """
+        if not body_data:
+            return None, {}
+
+        try:
+            content_type_lower = content_type.lower().split(";")[0].strip()
+
+            if content_type_lower == ContentType.JSON:
+                return RequestBodySerializer._serialize_json(body_data)
+
+            elif content_type_lower == ContentType.FORM_URLENCODED:
+                return RequestBodySerializer._serialize_form_urlencoded(
+                    body_data, encoding_rules
+                )
+
+            elif content_type_lower == ContentType.MULTIPART_FORM_DATA:
+                return RequestBodySerializer._serialize_multipart_form_data(
+                    body_data, encoding_rules
+                )
+
+            elif content_type_lower == ContentType.TEXT_PLAIN:
+                return RequestBodySerializer._serialize_text_plain(body_data)
+
+            elif content_type_lower == ContentType.XML:
+                return RequestBodySerializer._serialize_xml(body_data)
+
+            elif content_type_lower == ContentType.OCTET_STREAM:
+                return RequestBodySerializer._serialize_octet_stream(body_data)
+
+            else:
+                logger.warning(
+                    f"Unknown content type: {content_type}, treating as JSON"
+                )
+                return RequestBodySerializer._serialize_json(body_data)
+
+        except Exception as e:
+            logger.error(f"Error serializing body: {str(e)}", exc_info=True)
+            raise ValueError(f"Failed to serialize request body: {str(e)}")
+
+    @staticmethod
+    def _serialize_json(body_data: Dict[str, Any]) -> tuple[str, Dict[str, str]]:
+        """Serialize body as JSON per OpenAPI spec."""
+        try:
+            serialized = json.dumps(
+                body_data, separators=(",", ":"), ensure_ascii=False
+            )
+            headers = {"Content-Type": ContentType.JSON.value}
+            return serialized, headers
+        except (TypeError, ValueError) as e:
+            raise ValueError(f"Failed to serialize JSON body: {str(e)}")
+
+    @staticmethod
+    def _serialize_form_urlencoded(
+        body_data: Dict[str, Any],
+        encoding_rules: Optional[Dict[str, Dict[str, Any]]] = None,
+    ) -> tuple[str, Dict[str, str]]:
+        """Serialize body as application/x-www-form-urlencoded per RFC1866/RFC3986."""
+        encoding_rules = encoding_rules or {}
+        params = []
+
+        for key, value in body_data.items():
+            if value is None:
+                continue
+
+            rule = encoding_rules.get(key, {})
+            style = rule.get("style", "form")
+            explode = rule.get("explode", style == "form")
+            content_type = rule.get("contentType", "text/plain")
+
+            serialized_value = RequestBodySerializer._serialize_form_value(
+                value, style, explode, content_type, key
+            )
+
+            if isinstance(serialized_value, list):
+                for sv in serialized_value:
+                    params.append((key, sv))
+            else:
+                params.append((key, serialized_value))
+
+        # Use standard urlencode (replaces space with +)
+        serialized = urlencode(params, safe="")
+        headers = {"Content-Type": ContentType.FORM_URLENCODED.value}
+        return serialized, headers
+
+    @staticmethod
+    def _serialize_form_value(
+        value: Any, style: str, explode: bool, content_type: str, key: str
+    ) -> Union[str, list]:
+        """Serialize individual form value with encoding rules."""
+        if isinstance(value, dict):
+            if content_type == "application/json":
+                return json.dumps(value, separators=(",", ":"))
+            elif content_type == "application/xml":
+                return RequestBodySerializer._dict_to_xml(value)
+            else:
+                if style == "deepObject" and explode:
+                    return [
+                        f"{RequestBodySerializer._percent_encode(str(v))}"
+                        for v in value.values()
+                    ]
+                elif explode:
+                    return [
+                        f"{RequestBodySerializer._percent_encode(str(v))}"
+                        for v in value.values()
+                    ]
+                else:
+                    pairs = [f"{k},{v}" for k, v in value.items()]
+                    return RequestBodySerializer._percent_encode(",".join(pairs))
+
+        elif isinstance(value, (list, tuple)):
+            if explode:
+                return [
+                    RequestBodySerializer._percent_encode(str(item)) for item in value
+                ]
+            else:
+                return RequestBodySerializer._percent_encode(
+                    ",".join(str(v) for v in value)
+                )
+
+        else:
+            return RequestBodySerializer._percent_encode(str(value))
+
+    @staticmethod
+    def _serialize_multipart_form_data(
+        body_data: Dict[str, Any],
+        encoding_rules: Optional[Dict[str, Dict[str, Any]]] = None,
+    ) -> tuple[bytes, Dict[str, str]]:
+        """
+        Serialize body as multipart/form-data per RFC7578.
+
+        Supports file uploads and encoding rules.
+        """
+        import secrets
+
+        encoding_rules = encoding_rules or {}
+        boundary = f"----DocsGPT{secrets.token_hex(16)}"
+        parts = []
+
+        for key, value in body_data.items():
+            if value is None:
+                continue
+
+            rule = encoding_rules.get(key, {})
+            content_type = rule.get("contentType", "text/plain")
+            headers_rule = rule.get("headers", {})
+
+            part = RequestBodySerializer._create_multipart_part(
+                key, value, content_type, headers_rule
+            )
+            parts.append(part)
+
+        body_bytes = f"--{boundary}\r\n".encode("utf-8")
+        body_bytes += f"--{boundary}\r\n".join(parts).encode("utf-8")
+        body_bytes += f"\r\n--{boundary}--\r\n".encode("utf-8")
+
+        headers = {
+            "Content-Type": f"multipart/form-data; boundary={boundary}",
+        }
+        return body_bytes, headers
+
+    @staticmethod
+    def _create_multipart_part(
+        name: str, value: Any, content_type: str, headers_rule: Dict[str, Any]
+    ) -> str:
+        """Create a single multipart/form-data part."""
+        headers = [
+            f'Content-Disposition: form-data; name="{RequestBodySerializer._percent_encode(name)}"'
+        ]
+
+        if isinstance(value, bytes):
+            if content_type == "application/octet-stream":
+                value_encoded = base64.b64encode(value).decode("utf-8")
+            else:
+                value_encoded = value.decode("utf-8", errors="replace")
+            headers.append(f"Content-Type: {content_type}")
+            headers.append("Content-Transfer-Encoding: base64")
+        elif isinstance(value, dict):
+            if content_type == "application/json":
+                value_encoded = json.dumps(value, separators=(",", ":"))
+            elif content_type == "application/xml":
+                value_encoded = RequestBodySerializer._dict_to_xml(value)
+            else:
+                value_encoded = str(value)
+            headers.append(f"Content-Type: {content_type}")
+        elif isinstance(value, str) and content_type != "text/plain":
+            try:
+                if content_type == "application/json":
+                    json.loads(value)
+                    value_encoded = value
+                elif content_type == "application/xml":
+                    value_encoded = value
+                else:
+                    value_encoded = str(value)
+            except json.JSONDecodeError:
+                value_encoded = str(value)
+            headers.append(f"Content-Type: {content_type}")
+        else:
+            value_encoded = str(value)
+            if content_type != "text/plain":
+                headers.append(f"Content-Type: {content_type}")
+
+        part = "\r\n".join(headers) + "\r\n\r\n" + value_encoded + "\r\n"
+        return part
+
+    @staticmethod
+    def _serialize_text_plain(body_data: Dict[str, Any]) -> tuple[str, Dict[str, str]]:
+        """Serialize body as plain text."""
+        if len(body_data) == 1:
+            value = list(body_data.values())[0]
+            return str(value), {"Content-Type": ContentType.TEXT_PLAIN.value}
+        else:
+            text = "\n".join(f"{k}: {v}" for k, v in body_data.items())
+            return text, {"Content-Type": ContentType.TEXT_PLAIN.value}
+
+    @staticmethod
+    def _serialize_xml(body_data: Dict[str, Any]) -> tuple[str, Dict[str, str]]:
+        """Serialize body as XML."""
+        xml_str = RequestBodySerializer._dict_to_xml(body_data)
+        return xml_str, {"Content-Type": ContentType.XML.value}
+
+    @staticmethod
+    def _serialize_octet_stream(
+        body_data: Dict[str, Any],
+    ) -> tuple[bytes, Dict[str, str]]:
+        """Serialize body as binary octet stream."""
+        if isinstance(body_data, bytes):
+            return body_data, {"Content-Type": ContentType.OCTET_STREAM.value}
+        elif isinstance(body_data, str):
+            return body_data.encode("utf-8"), {
+                "Content-Type": ContentType.OCTET_STREAM.value
+            }
+        else:
+            serialized = json.dumps(body_data)
+            return serialized.encode("utf-8"), {
+                "Content-Type": ContentType.OCTET_STREAM.value
+            }
+
+    @staticmethod
+    def _percent_encode(value: str, safe_chars: str = "") -> str:
+        """
+        Percent-encode per RFC3986.
+
+        Args:
+            value: String to encode
+            safe_chars: Additional characters to not encode
+        """
+        return quote(value, safe=safe_chars)
+
+    @staticmethod
+    def _dict_to_xml(data: Dict[str, Any], root_name: str = "root") -> str:
+        """
+        Convert dict to simple XML format.
+        """
+
+        def build_xml(obj: Any, name: str) -> str:
+            if isinstance(obj, dict):
+                inner = "".join(build_xml(v, k) for k, v in obj.items())
+                return f"<{name}>{inner}</{name}>"
+            elif isinstance(obj, (list, tuple)):
+                items = "".join(
+                    build_xml(item, f"{name[:-1] if name.endswith('s') else name}")
+                    for item in obj
+                )
+                return items
+            else:
+                return f"<{name}>{RequestBodySerializer._escape_xml(str(obj))}</{name}>"
+
+        root = build_xml(data, root_name)
+        return f'<?xml version="1.0" encoding="UTF-8"?>{root}'
+
+    @staticmethod
+    def _escape_xml(value: str) -> str:
+        """Escape XML special characters."""
+        return (
+            value.replace("&", "&amp;")
+            .replace("<", "&lt;")
+            .replace(">", "&gt;")
+            .replace('"', "&quot;")
+            .replace("'", "&apos;")
+        )

application/agents/tools/api_tool.py

@@ -0,0 +1,280 @@
+import json
+import logging
+import re
+from typing import Any, Dict, Optional
+from urllib.parse import urlencode
+
+import requests
+
+from application.agents.tools.api_body_serializer import (
+    ContentType,
+    RequestBodySerializer,
+)
+from application.agents.tools.base import Tool
+from application.core.url_validation import validate_url, SSRFError
+
+logger = logging.getLogger(__name__)
+
+DEFAULT_TIMEOUT = 90  # seconds
+
+
+class APITool(Tool):
+    """
+    API Tool
+    A flexible tool for performing various API actions (e.g., sending messages, retrieving data) via custom user-specified APIs.
+    """
+
+    def __init__(self, config):
+        self.config = config
+        self.url = config.get("url", "")
+        self.method = config.get("method", "GET")
+        self.headers = config.get("headers", {})
+        self.query_params = config.get("query_params", {})
+        self.body_content_type = config.get("body_content_type", ContentType.JSON)
+        self.body_encoding_rules = config.get("body_encoding_rules", {})
+
+    def execute_action(self, action_name, **kwargs):
+        """Execute an API action with the given arguments."""
+        return self._make_api_call(
+            self.url,
+            self.method,
+            self.headers,
+            self.query_params,
+            kwargs,
+            self.body_content_type,
+            self.body_encoding_rules,
+        )
+
+    def _make_api_call(
+        self,
+        url: str,
+        method: str,
+        headers: Dict[str, str],
+        query_params: Dict[str, Any],
+        body: Dict[str, Any],
+        content_type: str = ContentType.JSON,
+        encoding_rules: Optional[Dict[str, Dict[str, Any]]] = None,
+    ) -> Dict[str, Any]:
+        """
+        Make an API call with proper body serialization and error handling.
+
+        Args:
+            url: API endpoint URL
+            method: HTTP method (GET, POST, PUT, DELETE, PATCH, HEAD, OPTIONS)
+            headers: Request headers dict
+            query_params: URL query parameters
+            body: Request body as dict
+            content_type: Content-Type for serialization
+            encoding_rules: OpenAPI encoding rules
+
+        Returns:
+            Dict with status_code, data, and message
+        """
+        request_url = url
+        request_headers = headers.copy() if headers else {}
+        response = None
+
+        # Validate URL to prevent SSRF attacks
+        try:
+            validate_url(request_url)
+        except SSRFError as e:
+            logger.error(f"URL validation failed: {e}")
+            return {
+                "status_code": None,
+                "message": f"URL validation error: {e}",
+                "data": None,
+            }
+
+        try:
+            path_params_used = set()
+            if query_params:
+                for match in re.finditer(r"\{([^}]+)\}", request_url):
+                    param_name = match.group(1)
+                    if param_name in query_params:
+                        request_url = request_url.replace(
+                            f"{{{param_name}}}", str(query_params[param_name])
+                        )
+                        path_params_used.add(param_name)
+            remaining_params = {
+                k: v for k, v in query_params.items() if k not in path_params_used
+            }
+            if remaining_params:
+                query_string = urlencode(remaining_params)
+                separator = "&" if "?" in request_url else "?"
+                request_url = f"{request_url}{separator}{query_string}"
+
+            # Re-validate URL after parameter substitution to prevent SSRF via path params
+            try:
+                validate_url(request_url)
+            except SSRFError as e:
+                logger.error(f"URL validation failed after parameter substitution: {e}")
+                return {
+                    "status_code": None,
+                    "message": f"URL validation error: {e}",
+                    "data": None,
+                }
+
+            # Serialize body based on content type
+
+            if body and body != {}:
+                try:
+                    serialized_body, body_headers = RequestBodySerializer.serialize(
+                        body, content_type, encoding_rules
+                    )
+                    request_headers.update(body_headers)
+                except ValueError as e:
+                    logger.error(f"Body serialization failed: {str(e)}")
+                    return {
+                        "status_code": None,
+                        "message": f"Body serialization error: {str(e)}",
+                        "data": None,
+                    }
+            else:
+                serialized_body = None
+            if "Content-Type" not in request_headers and method not in [
+                "GET",
+                "HEAD",
+                "DELETE",
+            ]:
+                request_headers["Content-Type"] = ContentType.JSON
+            logger.debug(
+                f"API Call: {method} {request_url} | Content-Type: {request_headers.get('Content-Type', 'N/A')}"
+            )
+
+            if method.upper() == "GET":
+                response = requests.get(
+                    request_url, headers=request_headers, timeout=DEFAULT_TIMEOUT
+                )
+            elif method.upper() == "POST":
+                response = requests.post(
+                    request_url,
+                    data=serialized_body,
+                    headers=request_headers,
+                    timeout=DEFAULT_TIMEOUT,
+                )
+            elif method.upper() == "PUT":
+                response = requests.put(
+                    request_url,
+                    data=serialized_body,
+                    headers=request_headers,
+                    timeout=DEFAULT_TIMEOUT,
+                )
+            elif method.upper() == "DELETE":
+                response = requests.delete(
+                    request_url, headers=request_headers, timeout=DEFAULT_TIMEOUT
+                )
+            elif method.upper() == "PATCH":
+                response = requests.patch(
+                    request_url,
+                    data=serialized_body,
+                    headers=request_headers,
+                    timeout=DEFAULT_TIMEOUT,
+                )
+            elif method.upper() == "HEAD":
+                response = requests.head(
+                    request_url, headers=request_headers, timeout=DEFAULT_TIMEOUT
+                )
+            elif method.upper() == "OPTIONS":
+                response = requests.options(
+                    request_url, headers=request_headers, timeout=DEFAULT_TIMEOUT
+                )
+            else:
+                return {
+                    "status_code": None,
+                    "message": f"Unsupported HTTP method: {method}",
+                    "data": None,
+                }
+            response.raise_for_status()
+
+            data = self._parse_response(response)
+
+            return {
+                "status_code": response.status_code,
+                "data": data,
+                "message": "API call successful.",
+            }
+        except requests.exceptions.Timeout:
+            logger.error(f"Request timeout for {request_url}")
+            return {
+                "status_code": None,
+                "message": f"Request timeout ({DEFAULT_TIMEOUT}s exceeded)",
+                "data": None,
+            }
+        except requests.exceptions.ConnectionError as e:
+            logger.error(f"Connection error: {str(e)}")
+            return {
+                "status_code": None,
+                "message": f"Connection error: {str(e)}",
+                "data": None,
+            }
+        except requests.exceptions.HTTPError as e:
+            logger.error(f"HTTP error {response.status_code}: {str(e)}")
+            try:
+                error_data = response.json()
+            except (json.JSONDecodeError, ValueError):
+                error_data = response.text
+            return {
+                "status_code": response.status_code,
+                "message": f"HTTP Error {response.status_code}",
+                "data": error_data,
+            }
+        except requests.exceptions.RequestException as e:
+            logger.error(f"Request failed: {str(e)}")
+            return {
+                "status_code": response.status_code if response else None,
+                "message": f"API call failed: {str(e)}",
+                "data": None,
+            }
+        except Exception as e:
+            logger.error(f"Unexpected error in API call: {str(e)}", exc_info=True)
+            return {
+                "status_code": None,
+                "message": f"Unexpected error: {str(e)}",
+                "data": None,
+            }
+
+    def _parse_response(self, response: requests.Response) -> Any:
+        """
+        Parse response based on Content-Type header.
+
+        Supports: JSON, XML, plain text, binary data.
+        """
+        content_type = response.headers.get("Content-Type", "").lower()
+
+        if not response.content:
+            return None
+        # JSON response
+
+        if "application/json" in content_type:
+            try:
+                return response.json()
+            except json.JSONDecodeError as e:
+                logger.warning(f"Failed to parse JSON response: {str(e)}")
+                return response.text
+        # XML response
+
+        elif "application/xml" in content_type or "text/xml" in content_type:
+            return response.text
+        # Plain text response
+
+        elif "text/plain" in content_type or "text/html" in content_type:
+            return response.text
+        # Binary/unknown response
+
+        else:
+            # Try to decode as text first, fall back to base64
+
+            try:
+                return response.text
+            except (UnicodeDecodeError, AttributeError):
+                import base64
+
+                return base64.b64encode(response.content).decode("utf-8")
+
+    def get_actions_metadata(self):
+        """Return metadata for available actions (none for API Tool - actions are user-defined)."""
+        return []
+
+    def get_config_requirements(self):
+        """Return configuration requirements for the tool."""
+        return {}

application/agents/tools/base.py

@@ -0,0 +1,23 @@
+from abc import ABC, abstractmethod
+
+
+class Tool(ABC):
+    internal: bool = False
+
+    @abstractmethod
+    def execute_action(self, action_name: str, **kwargs):
+        pass
+
+    @abstractmethod
+    def get_actions_metadata(self):
+        """
+        Returns a list of JSON objects describing the actions supported by the tool.
+        """
+        pass
+
+    @abstractmethod
+    def get_config_requirements(self):
+        """
+        Returns a dictionary describing the configuration requirements for the tool.
+        """
+        pass

application/agents/tools/brave.py

@@ -0,0 +1,191 @@
+import logging
+
+import requests
+
+from application.agents.tools.base import Tool
+
+logger = logging.getLogger(__name__)
+
+
+class BraveSearchTool(Tool):
+    """
+    Brave Search
+    A tool for performing web and image searches using the Brave Search API.
+    Requires an API key for authentication.
+    """
+
+    def __init__(self, config):
+        self.config = config
+        self.token = config.get("token", "")
+        self.base_url = "https://api.search.brave.com/res/v1"
+
+    def execute_action(self, action_name, **kwargs):
+        actions = {
+            "brave_web_search": self._web_search,
+            "brave_image_search": self._image_search,
+        }
+
+        if action_name in actions:
+            return actions[action_name](**kwargs)
+        else:
+            raise ValueError(f"Unknown action: {action_name}")
+
+    def _web_search(
+        self,
+        query,
+        country="ALL",
+        search_lang="en",
+        count=10,
+        offset=0,
+        safesearch="off",
+        freshness=None,
+        result_filter=None,
+        extra_snippets=False,
+        summary=False,
+    ):
+        """
+        Performs a web search using the Brave Search API.
+        """
+        logger.debug("Performing Brave web search for: %s", query)
+
+        url = f"{self.base_url}/web/search"
+
+        params = {
+            "q": query,
+            "country": country,
+            "search_lang": search_lang,
+            "count": min(count, 20),
+            "offset": min(offset, 9),
+            "safesearch": safesearch,
+        }
+
+        if freshness:
+            params["freshness"] = freshness
+        if result_filter:
+            params["result_filter"] = result_filter
+        if extra_snippets:
+            params["extra_snippets"] = 1
+        if summary:
+            params["summary"] = 1
+        headers = {
+            "Accept": "application/json",
+            "Accept-Encoding": "gzip",
+            "X-Subscription-Token": self.token,
+        }
+
+        response = requests.get(url, params=params, headers=headers, timeout=100)
+
+        if response.status_code == 200:
+            return {
+                "status_code": response.status_code,
+                "results": response.json(),
+                "message": "Search completed successfully.",
+            }
+        else:
+            return {
+                "status_code": response.status_code,
+                "message": f"Search failed with status code: {response.status_code}.",
+            }
+
+    def _image_search(
+        self,
+        query,
+        country="ALL",
+        search_lang="en",
+        count=5,
+        safesearch="off",
+        spellcheck=False,
+    ):
+        """
+        Performs an image search using the Brave Search API.
+        """
+        logger.debug("Performing Brave image search for: %s", query)
+
+        url = f"{self.base_url}/images/search"
+
+        params = {
+            "q": query,
+            "country": country,
+            "search_lang": search_lang,
+            "count": min(count, 100),  # API max is 100
+            "safesearch": safesearch,
+            "spellcheck": 1 if spellcheck else 0,
+        }
+
+        headers = {
+            "Accept": "application/json",
+            "Accept-Encoding": "gzip",
+            "X-Subscription-Token": self.token,
+        }
+
+        response = requests.get(url, params=params, headers=headers, timeout=100)
+
+        if response.status_code == 200:
+            return {
+                "status_code": response.status_code,
+                "results": response.json(),
+                "message": "Image search completed successfully.",
+            }
+        else:
+            return {
+                "status_code": response.status_code,
+                "message": f"Image search failed with status code: {response.status_code}.",
+            }
+
+    def get_actions_metadata(self):
+        return [
+            {
+                "name": "brave_web_search",
+                "description": "Perform a web search using Brave Search",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "query": {
+                            "type": "string",
+                            "description": "The search query (max 400 characters, 50 words)",
+                        },
+                        "search_lang": {
+                            "type": "string",
+                            "description": "The search language preference (default: en)",
+                        },
+                        "freshness": {
+                            "type": "string",
+                            "description": "Time filter for results (pd: last 24h, pw: last week, pm: last month, py: last year)",
+                        },
+                    },
+                    "required": ["query"],
+                    "additionalProperties": False,
+                },
+            },
+            {
+                "name": "brave_image_search",
+                "description": "Perform an image search using Brave Search",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "query": {
+                            "type": "string",
+                            "description": "The search query (max 400 characters, 50 words)",
+                        },
+                        "count": {
+                            "type": "integer",
+                            "description": "Number of results to return (max 100, default: 5)",
+                        },
+                    },
+                    "required": ["query"],
+                    "additionalProperties": False,
+                },
+            },
+        ]
+
+    def get_config_requirements(self):
+        return {
+            "token": {
+                "type": "string",
+                "label": "API Key",
+                "description": "Brave Search API key for authentication",
+                "required": True,
+                "secret": True,
+                "order": 1,
+            },
+        }

application/agents/tools/cryptoprice.py

@@ -0,0 +1,76 @@
+import requests
+from application.agents.tools.base import Tool
+
+
+class CryptoPriceTool(Tool):
+    """
+    CryptoPrice
+    A tool for retrieving cryptocurrency prices using the CryptoCompare public API
+    """
+
+    def __init__(self, config):
+        self.config = config
+
+    def execute_action(self, action_name, **kwargs):
+        actions = {"cryptoprice_get": self._get_price}
+
+        if action_name in actions:
+            return actions[action_name](**kwargs)
+        else:
+            raise ValueError(f"Unknown action: {action_name}")
+
+    def _get_price(self, symbol, currency):
+        """
+        Fetches the current price of a given cryptocurrency symbol in the specified currency.
+        Example:
+            symbol = "BTC"
+            currency = "USD"
+            returns price in USD.
+        """
+        url = f"https://min-api.cryptocompare.com/data/price?fsym={symbol.upper()}&tsyms={currency.upper()}"
+        response = requests.get(url, timeout=100)
+        if response.status_code == 200:
+            data = response.json()
+            if currency.upper() in data:
+                return {
+                    "status_code": response.status_code,
+                    "price": data[currency.upper()],
+                    "message": f"Price of {symbol.upper()} in {currency.upper()} retrieved successfully.",
+                }
+            else:
+                return {
+                    "status_code": response.status_code,
+                    "message": f"Couldn't find price for {symbol.upper()} in {currency.upper()}.",
+                }
+        else:
+            return {
+                "status_code": response.status_code,
+                "message": "Failed to retrieve price.",
+            }
+
+    def get_actions_metadata(self):
+        return [
+            {
+                "name": "cryptoprice_get",
+                "description": "Retrieve the price of a specified cryptocurrency in a given currency",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "symbol": {
+                            "type": "string",
+                            "description": "The cryptocurrency symbol (e.g. BTC)",
+                        },
+                        "currency": {
+                            "type": "string",
+                            "description": "The currency in which you want the price (e.g. USD)",
+                        },
+                    },
+                    "required": ["symbol", "currency"],
+                    "additionalProperties": False,
+                },
+            }
+        ]
+
+    def get_config_requirements(self):
+        # No specific configuration needed for this tool as it just queries a public endpoint
+        return {}

application/agents/tools/duckduckgo.py

@@ -0,0 +1,209 @@
+import logging
+import time
+from typing import Any, Dict, Optional
+
+from application.agents.tools.base import Tool
+
+logger = logging.getLogger(__name__)
+
+MAX_RETRIES = 3
+RETRY_DELAY = 2.0
+DEFAULT_TIMEOUT = 15
+
+
+class DuckDuckGoSearchTool(Tool):
+    """
+    DuckDuckGo Search
+    A tool for performing web and image searches using DuckDuckGo.
+    """
+
+    def __init__(self, config):
+        self.config = config
+        self.timeout = config.get("timeout", DEFAULT_TIMEOUT)
+
+    def _get_ddgs_client(self):
+        from ddgs import DDGS
+
+        return DDGS(timeout=self.timeout)
+
+    def _execute_with_retry(self, operation, operation_name: str) -> Dict[str, Any]:
+        last_error = None
+        for attempt in range(1, MAX_RETRIES + 1):
+            try:
+                results = operation()
+                return {
+                    "status_code": 200,
+                    "results": list(results) if results else [],
+                    "message": f"{operation_name} completed successfully.",
+                }
+            except Exception as e:
+                last_error = e
+                error_str = str(e).lower()
+                if "ratelimit" in error_str or "429" in error_str:
+                    if attempt < MAX_RETRIES:
+                        delay = RETRY_DELAY * attempt
+                        logger.warning(
+                            f"{operation_name} rate limited, retrying in {delay}s (attempt {attempt}/{MAX_RETRIES})"
+                        )
+                        time.sleep(delay)
+                        continue
+                logger.error(f"{operation_name} failed: {e}")
+                break
+        return {
+            "status_code": 500,
+            "results": [],
+            "message": f"{operation_name} failed: {str(last_error)}",
+        }
+
+    def execute_action(self, action_name, **kwargs):
+        actions = {
+            "ddg_web_search": self._web_search,
+            "ddg_image_search": self._image_search,
+            "ddg_news_search": self._news_search,
+        }
+        if action_name not in actions:
+            raise ValueError(f"Unknown action: {action_name}")
+        return actions[action_name](**kwargs)
+
+    def _web_search(
+        self,
+        query: str,
+        max_results: int = 5,
+        region: str = "wt-wt",
+        safesearch: str = "moderate",
+        timelimit: Optional[str] = None,
+    ) -> Dict[str, Any]:
+        logger.info(f"DuckDuckGo web search: {query}")
+
+        def operation():
+            client = self._get_ddgs_client()
+            return client.text(
+                query,
+                region=region,
+                safesearch=safesearch,
+                timelimit=timelimit,
+                max_results=min(max_results, 20),
+            )
+
+        return self._execute_with_retry(operation, "Web search")
+
+    def _image_search(
+        self,
+        query: str,
+        max_results: int = 5,
+        region: str = "wt-wt",
+        safesearch: str = "moderate",
+        timelimit: Optional[str] = None,
+    ) -> Dict[str, Any]:
+        logger.info(f"DuckDuckGo image search: {query}")
+
+        def operation():
+            client = self._get_ddgs_client()
+            return client.images(
+                query,
+                region=region,
+                safesearch=safesearch,
+                timelimit=timelimit,
+                max_results=min(max_results, 50),
+            )
+
+        return self._execute_with_retry(operation, "Image search")
+
+    def _news_search(
+        self,
+        query: str,
+        max_results: int = 5,
+        region: str = "wt-wt",
+        safesearch: str = "moderate",
+        timelimit: Optional[str] = None,
+    ) -> Dict[str, Any]:
+        logger.info(f"DuckDuckGo news search: {query}")
+
+        def operation():
+            client = self._get_ddgs_client()
+            return client.news(
+                query,
+                region=region,
+                safesearch=safesearch,
+                timelimit=timelimit,
+                max_results=min(max_results, 20),
+            )
+
+        return self._execute_with_retry(operation, "News search")
+
+    def get_actions_metadata(self):
+        return [
+            {
+                "name": "ddg_web_search",
+                "description": "Search the web using DuckDuckGo. Returns titles, URLs, and snippets.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "query": {
+                            "type": "string",
+                            "description": "Search query",
+                        },
+                        "max_results": {
+                            "type": "integer",
+                            "description": "Number of results (default: 5, max: 20)",
+                        },
+                        "region": {
+                            "type": "string",
+                            "description": "Region code (default: wt-wt for worldwide, us-en for US)",
+                        },
+                        "timelimit": {
+                            "type": "string",
+                            "description": "Time filter: d (day), w (week), m (month), y (year)",
+                        },
+                    },
+                    "required": ["query"],
+                },
+            },
+            {
+                "name": "ddg_image_search",
+                "description": "Search for images using DuckDuckGo. Returns image URLs and metadata.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "query": {
+                            "type": "string",
+                            "description": "Image search query",
+                        },
+                        "max_results": {
+                            "type": "integer",
+                            "description": "Number of results (default: 5, max: 50)",
+                        },
+                        "region": {
+                            "type": "string",
+                            "description": "Region code (default: wt-wt for worldwide)",
+                        },
+                    },
+                    "required": ["query"],
+                },
+            },
+            {
+                "name": "ddg_news_search",
+                "description": "Search for news articles using DuckDuckGo. Returns recent news.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "query": {
+                            "type": "string",
+                            "description": "News search query",
+                        },
+                        "max_results": {
+                            "type": "integer",
+                            "description": "Number of results (default: 5, max: 20)",
+                        },
+                        "timelimit": {
+                            "type": "string",
+                            "description": "Time filter: d (day), w (week), m (month)",
+                        },
+                    },
+                    "required": ["query"],
+                },
+            },
+        ]
+
+    def get_config_requirements(self):
+        return {}

application/agents/tools/internal_search.py

@@ -0,0 +1,461 @@
+import json
+import logging
+from typing import Dict, List, Optional
+
+from application.agents.tools.base import Tool
+from application.core.settings import settings
+from application.retriever.retriever_creator import RetrieverCreator
+
+logger = logging.getLogger(__name__)
+
+
+class InternalSearchTool(Tool):
+    """Wraps the ClassicRAG retriever as an LLM-callable tool.
+
+    Instead of pre-fetching docs into the prompt, the LLM decides
+    when and what to search. Supports multiple searches per session.
+
+    Optional capabilities (enabled when sources have directory_structure):
+    - path_filter on search: restrict results to a specific file/folder
+    - list_files action: browse the file/folder structure
+    """
+
+    internal = True
+
+    def __init__(self, config: Dict):
+        self.config = config
+        self.retrieved_docs: List[Dict] = []
+        self._retriever = None
+        self._directory_structure: Optional[Dict] = None
+        self._dir_structure_loaded = False
+
+    def _get_retriever(self):
+        if self._retriever is None:
+            self._retriever = RetrieverCreator.create_retriever(
+                self.config.get("retriever_name", "classic"),
+                source=self.config.get("source", {}),
+                chat_history=[],
+                prompt="",
+                chunks=int(self.config.get("chunks", 2)),
+                doc_token_limit=int(self.config.get("doc_token_limit", 50000)),
+                model_id=self.config.get("model_id", "docsgpt-local"),
+                model_user_id=self.config.get("model_user_id"),
+                user_api_key=self.config.get("user_api_key"),
+                agent_id=self.config.get("agent_id"),
+                llm_name=self.config.get("llm_name", settings.LLM_PROVIDER),
+                api_key=self.config.get("api_key", settings.API_KEY),
+                decoded_token=self.config.get("decoded_token"),
+            )
+        return self._retriever
+
+    def _get_directory_structure(self) -> Optional[Dict]:
+        """Load directory structure from Postgres for the configured sources."""
+        if self._dir_structure_loaded:
+            return self._directory_structure
+
+        self._dir_structure_loaded = True
+        source = self.config.get("source", {})
+        active_docs = source.get("active_docs", [])
+        if not active_docs:
+            return None
+
+        try:
+            # Per-operation session: this tool runs inside the answer
+            # generator hot path, so we open a short-lived read
+            # connection for the batch lookup and release immediately.
+            from application.storage.db.repositories.sources import (
+                SourcesRepository,
+            )
+            from application.storage.db.session import db_readonly
+
+            if isinstance(active_docs, str):
+                active_docs = [active_docs]
+
+            decoded_token = self.config.get("decoded_token") or {}
+            user_id = decoded_token.get("sub") if decoded_token else None
+
+            merged_structure = {}
+            with db_readonly() as conn:
+                repo = SourcesRepository(conn)
+                for doc_id in active_docs:
+                    try:
+                        source_doc = repo.get_any(str(doc_id), user_id) if user_id else None
+                        if not source_doc:
+                            continue
+                        dir_str = source_doc.get("directory_structure")
+                        if dir_str:
+                            if isinstance(dir_str, str):
+                                dir_str = json.loads(dir_str)
+                            source_name = source_doc.get("name", doc_id)
+                            if len(active_docs) > 1:
+                                merged_structure[source_name] = dir_str
+                            else:
+                                merged_structure = dir_str
+                    except Exception as e:
+                        logger.debug(f"Could not load dir structure for {doc_id}: {e}")
+
+            self._directory_structure = merged_structure if merged_structure else None
+        except Exception as e:
+            logger.debug(f"Failed to load directory structures: {e}")
+
+        return self._directory_structure
+
+    def execute_action(self, action_name: str, **kwargs):
+        if action_name == "search":
+            return self._execute_search(**kwargs)
+        elif action_name == "list_files":
+            return self._execute_list_files(**kwargs)
+        return f"Unknown action: {action_name}"
+
+    def _execute_search(self, **kwargs) -> str:
+        query = kwargs.get("query", "")
+        path_filter = kwargs.get("path_filter", "")
+
+        if not query:
+            return "Error: 'query' parameter is required."
+
+        try:
+            retriever = self._get_retriever()
+            docs = retriever.search(query)
+        except Exception as e:
+            logger.error(f"Internal search failed: {e}", exc_info=True)
+            return "Search failed: an internal error occurred."
+
+        if not docs:
+            return "No documents found matching your query."
+
+        # Apply path filter if specified
+        if path_filter:
+            path_lower = path_filter.lower()
+            docs = [
+                d
+                for d in docs
+                if path_lower in d.get("source", "").lower()
+                or path_lower in d.get("filename", "").lower()
+                or path_lower in d.get("title", "").lower()
+            ]
+            if not docs:
+                return f"No documents found matching query '{query}' in path '{path_filter}'."
+
+        # Accumulate for source tracking
+        for doc in docs:
+            if doc not in self.retrieved_docs:
+                self.retrieved_docs.append(doc)
+
+        # Format results for the LLM
+        formatted = []
+        for i, doc in enumerate(docs, 1):
+            title = doc.get("title", "Untitled")
+            text = doc.get("text", "")
+            source = doc.get("source", "Unknown")
+            filename = doc.get("filename", "")
+            header = filename or title
+            formatted.append(f"[{i}] {header} (source: {source})\n{text}")
+
+        return "\n\n---\n\n".join(formatted)
+
+    def _execute_list_files(self, **kwargs) -> str:
+        path = kwargs.get("path", "")
+        dir_structure = self._get_directory_structure()
+
+        if not dir_structure:
+            return "No file structure available for the current sources."
+
+        # Navigate to the requested path
+        current = dir_structure
+        if path:
+            for part in path.strip("/").split("/"):
+                if not part:
+                    continue
+                if isinstance(current, dict) and part in current:
+                    current = current[part]
+                else:
+                    return f"Path '{path}' not found in the file structure."
+
+        # Format the structure for the LLM
+        return self._format_structure(current, path or "/")
+
+    def _format_structure(self, node: Dict, current_path: str) -> str:
+        if not isinstance(node, dict):
+            return f"'{current_path}' is a file, not a directory."
+
+        lines = [f"File structure at '{current_path}':\n"]
+        folders = []
+        files = []
+
+        for name, value in sorted(node.items()):
+            if isinstance(value, dict):
+                # Check if it's a file metadata dict or a folder
+                if "type" in value or "size_bytes" in value or "token_count" in value:
+                    # It's a file with metadata
+                    size = value.get("token_count", "")
+                    ftype = value.get("type", "")
+                    info_parts = []
+                    if ftype:
+                        info_parts.append(ftype)
+                    if size:
+                        info_parts.append(f"{size} tokens")
+                    info = f" ({', '.join(info_parts)})" if info_parts else ""
+                    files.append(f"  {name}{info}")
+                else:
+                    # It's a folder
+                    count = self._count_files(value)
+                    folders.append(f"  {name}/ ({count} items)")
+            else:
+                files.append(f"  {name}")
+
+        if folders:
+            lines.append("Folders:")
+            lines.extend(folders)
+        if files:
+            lines.append("Files:")
+            lines.extend(files)
+        if not folders and not files:
+            lines.append("  (empty)")
+
+        return "\n".join(lines)
+
+    def _count_files(self, node: Dict) -> int:
+        count = 0
+        for value in node.values():
+            if isinstance(value, dict):
+                if "type" in value or "size_bytes" in value or "token_count" in value:
+                    count += 1
+                else:
+                    count += self._count_files(value)
+            else:
+                count += 1
+        return count
+
+    def get_actions_metadata(self):
+        actions = [
+            {
+                "name": "search",
+                "description": (
+                    "Search the user's uploaded documents and knowledge base. "
+                    "Use this to find relevant information before answering questions. "
+                    "You can call this multiple times with different queries."
+                ),
+                "parameters": {
+                    "properties": {
+                        "query": {
+                            "type": "string",
+                            "description": "The search query. Be specific and focused.",
+                            "filled_by_llm": True,
+                            "required": True,
+                        },
+                    }
+                },
+            }
+        ]
+
+        # Add path_filter and list_files only if directory structure exists
+        has_structure = self.config.get("has_directory_structure", False)
+        if has_structure:
+            actions[0]["parameters"]["properties"]["path_filter"] = {
+                "type": "string",
+                "description": (
+                    "Optional: filter results to a specific file or folder path. "
+                    "Use list_files first to see available paths."
+                ),
+                "filled_by_llm": True,
+                "required": False,
+            }
+            actions.append(
+                {
+                    "name": "list_files",
+                    "description": (
+                        "Browse the file and folder structure of the knowledge base. "
+                        "Use this to see what files are available before searching. "
+                        "Optionally provide a path to browse a specific folder."
+                    ),
+                    "parameters": {
+                        "properties": {
+                            "path": {
+                                "type": "string",
+                                "description": "Optional: folder path to browse. Leave empty for root.",
+                                "filled_by_llm": True,
+                                "required": False,
+                            }
+                        }
+                    },
+                }
+            )
+
+        return actions
+
+    def get_config_requirements(self):
+        return {}
+
+
+# Constants for building synthetic tools_dict entries
+INTERNAL_TOOL_ID = "internal"
+
+
+def build_internal_tool_entry(has_directory_structure: bool = False) -> Dict:
+    """Build the tools_dict entry for InternalSearchTool.
+
+    Dynamically includes list_files and path_filter based on
+    whether the sources have directory structure.
+    """
+    search_params = {
+        "properties": {
+            "query": {
+                "type": "string",
+                "description": "The search query. Be specific and focused.",
+                "filled_by_llm": True,
+                "required": True,
+            }
+        }
+    }
+
+    actions = [
+        {
+            "name": "search",
+            "description": (
+                "Search the user's uploaded documents and knowledge base. "
+                "Use this to find relevant information before answering questions. "
+                "You can call this multiple times with different queries."
+            ),
+            "active": True,
+            "parameters": search_params,
+        }
+    ]
+
+    if has_directory_structure:
+        search_params["properties"]["path_filter"] = {
+            "type": "string",
+            "description": (
+                "Optional: filter results to a specific file or folder path. "
+                "Use list_files first to see available paths."
+            ),
+            "filled_by_llm": True,
+            "required": False,
+        }
+        actions.append(
+            {
+                "name": "list_files",
+                "description": (
+                    "Browse the file and folder structure of the knowledge base. "
+                    "Use this to see what files are available before searching. "
+                    "Optionally provide a path to browse a specific folder."
+                ),
+                "active": True,
+                "parameters": {
+                    "properties": {
+                        "path": {
+                            "type": "string",
+                            "description": "Optional: folder path to browse. Leave empty for root.",
+                            "filled_by_llm": True,
+                            "required": False,
+                        }
+                    }
+                },
+            }
+        )
+
+    return {"name": "internal_search", "actions": actions}
+
+
+# Keep backward compat
+INTERNAL_TOOL_ENTRY = build_internal_tool_entry(has_directory_structure=False)
+
+
+def sources_have_directory_structure(source: Dict) -> bool:
+    """Check if any of the active sources have a ``directory_structure`` row."""
+    active_docs = source.get("active_docs", [])
+    if not active_docs:
+        return False
+
+    try:
+        # TODO(pg-cutover): SourcesRepository.get_any requires ``user_id``
+        # scoping, but callers in the agent build path don't always
+        # thread the decoded token through here. Use a direct
+        # short-lived SQL lookup instead of the repo until the call
+        # sites are updated to propagate user context.
+        from sqlalchemy import text as _text
+
+        from application.storage.db.session import db_readonly
+
+        if isinstance(active_docs, str):
+            active_docs = [active_docs]
+
+        with db_readonly() as conn:
+            for doc_id in active_docs:
+                try:
+                    value = str(doc_id)
+                    if len(value) == 36 and "-" in value:
+                        row = conn.execute(
+                            _text(
+                                "SELECT directory_structure FROM sources "
+                                "WHERE id = CAST(:id AS uuid)"
+                            ),
+                            {"id": value},
+                        ).fetchone()
+                    else:
+                        row = conn.execute(
+                            _text(
+                                "SELECT directory_structure FROM sources "
+                                "WHERE legacy_mongo_id = :lid"
+                            ),
+                            {"lid": value},
+                        ).fetchone()
+                    if row is not None and row[0]:
+                        return True
+                except Exception:
+                    continue
+    except Exception as e:
+        logger.debug(f"Could not check directory structure: {e}")
+
+    return False
+
+
+def add_internal_search_tool(tools_dict: Dict, retriever_config: Dict) -> None:
+    """Add the internal search tool to tools_dict if sources are configured.
+
+    Shared by AgenticAgent and ResearchAgent to avoid duplicate setup logic.
+    Mutates tools_dict in place.
+    """
+    source = retriever_config.get("source", {})
+    has_sources = bool(source.get("active_docs"))
+    if not retriever_config or not has_sources:
+        return
+
+    has_dir = sources_have_directory_structure(source)
+    internal_entry = build_internal_tool_entry(has_directory_structure=has_dir)
+    internal_entry["config"] = build_internal_tool_config(
+        **retriever_config,
+        has_directory_structure=has_dir,
+    )
+    tools_dict[INTERNAL_TOOL_ID] = internal_entry
+
+
+def build_internal_tool_config(
+    source: Dict,
+    retriever_name: str = "classic",
+    chunks: int = 2,
+    doc_token_limit: int = 50000,
+    model_id: str = "docsgpt-local",
+    model_user_id: Optional[str] = None,
+    user_api_key: Optional[str] = None,
+    agent_id: Optional[str] = None,
+    llm_name: str = None,
+    api_key: str = None,
+    decoded_token: Optional[Dict] = None,
+    has_directory_structure: bool = False,
+) -> Dict:
+    """Build the config dict for InternalSearchTool."""
+    return {
+        "source": source,
+        "retriever_name": retriever_name,
+        "chunks": chunks,
+        "doc_token_limit": doc_token_limit,
+        "model_id": model_id,
+        "model_user_id": model_user_id,
+        "user_api_key": user_api_key,
+        "agent_id": agent_id,
+        "llm_name": llm_name or settings.LLM_PROVIDER,
+        "api_key": api_key or settings.API_KEY,
+        "decoded_token": decoded_token,
+        "has_directory_structure": has_directory_structure,
+    }

application/agents/tools/memory.py

@@ -0,0 +1,548 @@
+from pathlib import Path
+from typing import Any, Dict, List, Optional
+import logging
+import uuid
+
+from .base import Tool
+from application.storage.db.repositories.memories import MemoriesRepository
+from application.storage.db.session import db_readonly, db_session
+
+
+logger = logging.getLogger(__name__)
+
+
+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 UUID string from user_tools.id.
+        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())
+
+    def _pg_enabled(self) -> bool:
+        """Return True if this MemoryTool's tool_id is a real ``user_tools.id``.
+
+        The ``memories`` PG table has a UUID foreign key to ``user_tools``.
+        The sentinel ``default_{uid}`` fallback tool_id is not a UUID and
+        has no row in ``user_tools``, so any storage operation would fail
+        the foreign-key check. After the Postgres cutover Postgres is the
+        only store, so for the sentinel case there is nowhere to read or
+        write — operations become no-ops and the tool returns an
+        explanatory error to the caller.
+        """
+        tool_id = getattr(self, "tool_id", None)
+        if not tool_id or not isinstance(tool_id, str):
+            return False
+        if tool_id.startswith("default_"):
+            logger.debug(
+                "Skipping Postgres operation for MemoryTool with sentinel tool_id=%s",
+                tool_id,
+            )
+            return False
+        from application.storage.db.base_repository import looks_like_uuid
+
+        if not looks_like_uuid(tool_id):
+            logger.debug(
+                "Skipping Postgres operation for MemoryTool with non-UUID tool_id=%s",
+                tool_id,
+            )
+            return False
+        return True
+
+    # -----------------------------
+    # 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 not self._pg_enabled():
+            return (
+                "Error: MemoryTool is not configured with a persistent tool_id; "
+                "memory storage is unavailable for this session."
+            )
+
+        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 + "/"
+
+        with db_readonly() as conn:
+            docs = MemoriesRepository(conn).list_by_prefix(
+                self.user_id, self.tool_id, search_path
+            )
+
+        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."""
+        with db_readonly() as conn:
+            doc = MemoriesRepository(conn).get_by_path(
+                self.user_id, self.tool_id, 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."
+
+        with db_session() as conn:
+            MemoriesRepository(conn).upsert(
+                self.user_id, self.tool_id, validated_path, file_text
+            )
+
+        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."
+
+        with db_session() as conn:
+            repo = MemoriesRepository(conn)
+            doc = repo.get_by_path(self.user_id, self.tool_id, 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."
+
+            # Case-insensitive replace
+            import re as regex_module
+            updated_content = regex_module.sub(
+                regex_module.escape(old_str),
+                new_str,
+                current_content,
+                flags=regex_module.IGNORECASE,
+            )
+
+            repo.upsert(self.user_id, self.tool_id, validated_path, updated_content)
+
+        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."
+
+        with db_session() as conn:
+            repo = MemoriesRepository(conn)
+            doc = repo.get_by_path(self.user_id, self.tool_id, 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)
+
+            repo.upsert(self.user_id, self.tool_id, validated_path, updated_content)
+
+        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
+            with db_session() as conn:
+                deleted = MemoriesRepository(conn).delete_all(
+                    self.user_id, self.tool_id
+                )
+            return f"Deleted {deleted} file(s) from memory."
+
+        # Check if it's a directory (ends with /)
+        if validated_path.endswith("/"):
+            with db_session() as conn:
+                deleted = MemoriesRepository(conn).delete_by_prefix(
+                    self.user_id, self.tool_id, validated_path
+                )
+            return f"Deleted directory and {deleted} file(s)."
+
+        # Try as directory first (without trailing slash)
+        search_path = validated_path + "/"
+        with db_session() as conn:
+            repo = MemoriesRepository(conn)
+            directory_deleted = repo.delete_by_prefix(
+                self.user_id, self.tool_id, search_path
+            )
+            if directory_deleted > 0:
+                return f"Deleted directory and {directory_deleted} file(s)."
+
+            # Otherwise delete a single file
+            file_deleted = repo.delete_by_path(
+                self.user_id, self.tool_id, validated_path
+            )
+
+        if file_deleted:
+            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."
+
+        # Directory rename: do all path updates inside one transaction so
+        # the rename is atomic from the caller's perspective.
+        if validated_old.endswith("/"):
+            # Ensure validated_new also ends with / for proper path replacement
+            if not validated_new.endswith("/"):
+                validated_new = validated_new + "/"
+
+            with db_session() as conn:
+                repo = MemoriesRepository(conn)
+                docs = repo.list_by_prefix(
+                    self.user_id, self.tool_id, validated_old
+                )
+
+                if not docs:
+                    return f"Error: Directory not found: {validated_old}"
+
+                for doc in docs:
+                    old_file_path = doc["path"]
+                    new_file_path = old_file_path.replace(
+                        validated_old, validated_new, 1
+                    )
+                    repo.update_path(
+                        self.user_id, self.tool_id, old_file_path, new_file_path
+                    )
+
+            return f"Renamed directory: {validated_old} -> {validated_new} ({len(docs)} files)"
+
+        # Single-file rename: lookup, collision check, and update in one txn.
+        with db_session() as conn:
+            repo = MemoriesRepository(conn)
+            doc = repo.get_by_path(self.user_id, self.tool_id, validated_old)
+            if not doc:
+                return f"Error: File not found: {validated_old}"
+
+            existing = repo.get_by_path(self.user_id, self.tool_id, validated_new)
+            if existing:
+                return f"Error: File already exists at {validated_new}"
+
+            repo.update_path(
+                self.user_id, self.tool_id, validated_old, validated_new
+            )
+
+        return f"Renamed: {validated_old} -> {validated_new}"

application/agents/tools/notes.py

@@ -0,0 +1,258 @@
+from typing import Any, Dict, List, Optional
+import uuid
+
+from .base import Tool
+from application.storage.db.repositories.notes import NotesRepository
+from application.storage.db.session import db_readonly, db_session
+
+
+# Stable synthetic title used in the Postgres ``notes.title`` column.
+# The notes tool stores one note per (user_id, tool_id); there is no
+# user-facing title. PG requires ``title`` NOT NULL, so we write a stable
+# constant alongside the actual note body in ``content``.
+_NOTE_TITLE = "note"
+
+
+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)
+        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())
+
+        self._last_artifact_id: Optional[str] = None
+
+    def _pg_enabled(self) -> bool:
+        """Return True only when ``tool_id`` is a real ``user_tools.id`` UUID.
+
+        ``notes.tool_id`` is a UUID FK to ``user_tools``; repo queries
+        ``CAST(:tool_id AS uuid)``. The sentinel ``default_{uid}``
+        fallback is neither a UUID nor a ``user_tools`` row, so any DB
+        operation would crash. Mirror MemoryTool's guard and no-op.
+        """
+        tool_id = getattr(self, "tool_id", None)
+        if not tool_id or not isinstance(tool_id, str):
+            return False
+        if tool_id.startswith("default_"):
+            return False
+        from application.storage.db.base_repository import looks_like_uuid
+
+        return looks_like_uuid(tool_id)
+
+    # -----------------------------
+    # 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 not self._pg_enabled():
+            return (
+                "Error: NotesTool is not configured with a persistent "
+                "tool_id; note storage is unavailable for this session."
+            )
+
+        self._last_artifact_id = None
+
+        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 {}
+
+    def get_artifact_id(self, action_name: str, **kwargs: Any) -> Optional[str]:
+        return self._last_artifact_id
+
+    # -----------------------------
+    # Internal helpers (single-note)
+    # -----------------------------
+    def _fetch_note(self) -> Optional[dict]:
+        """Read the note row for this (user, tool) from Postgres."""
+        with db_readonly() as conn:
+            return NotesRepository(conn).get_for_user_tool(self.user_id, self.tool_id)
+
+    def _get_note(self) -> str:
+        doc = self._fetch_note()
+        # ``content`` is the PG column; expose as ``note`` to callers via the
+        # textual return value. Frontends that read the artifact via the
+        # repo dict get ``content`` (PG-native) plus the artifact id below.
+        body = (doc or {}).get("content")
+        if not doc or not body:
+            return "No note found."
+        if doc.get("id") is not None:
+            self._last_artifact_id = str(doc.get("id"))
+        return str(body)
+
+    def _overwrite_note(self, content: str) -> str:
+        content = (content or "").strip()
+        if not content:
+            return "Note content required."
+        with db_session() as conn:
+            row = NotesRepository(conn).upsert(
+                self.user_id, self.tool_id, _NOTE_TITLE, content
+            )
+        if row and row.get("id") is not None:
+            self._last_artifact_id = str(row.get("id"))
+        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._fetch_note()
+        existing = (doc or {}).get("content")
+        if not doc or not existing:
+            return "No note found."
+
+        current_note = str(existing)
+
+        # 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)
+
+        with db_session() as conn:
+            row = NotesRepository(conn).upsert(
+                self.user_id, self.tool_id, _NOTE_TITLE, updated_note
+            )
+        if row and row.get("id") is not None:
+            self._last_artifact_id = str(row.get("id"))
+        return "Note updated."
+
+    def _insert(self, line_number: int, text: str) -> str:
+        if not text:
+            return "Text is required."
+
+        doc = self._fetch_note()
+        existing = (doc or {}).get("content")
+        if not doc or not existing:
+            return "No note found."
+
+        current_note = str(existing)
+        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)
+
+        with db_session() as conn:
+            row = NotesRepository(conn).upsert(
+                self.user_id, self.tool_id, _NOTE_TITLE, updated_note
+            )
+        if row and row.get("id") is not None:
+            self._last_artifact_id = str(row.get("id"))
+        return "Text inserted."
+
+    def _delete_note(self) -> str:
+        # Capture the id (for artifact tracking) before deleting.
+        existing = self._fetch_note()
+        if not existing:
+            return "No note found to delete."
+        with db_session() as conn:
+            deleted = NotesRepository(conn).delete(self.user_id, self.tool_id)
+        if not deleted:
+            return "No note found to delete."
+        if existing.get("id") is not None:
+            self._last_artifact_id = str(existing.get("id"))
+        return "Note deleted."

application/agents/tools/ntfy.py

@@ -0,0 +1,128 @@
+import requests
+from application.agents.tools.base import Tool
+
+class NtfyTool(Tool):
+    """
+    Ntfy Tool
+    A tool for sending notifications to ntfy topics on a specified server.
+    """
+
+    def __init__(self, config):
+        """
+        Initialize the NtfyTool with configuration.
+
+        Args:
+            config (dict): Configuration dictionary containing the access token.
+        """
+        self.config = config
+        self.token = config.get("token", "")
+
+    def execute_action(self, action_name, **kwargs):
+        """
+        Execute the specified action with given parameters.
+
+        Args:
+            action_name (str): Name of the action to execute.
+            **kwargs: Parameters for the action, including server_url.
+
+        Returns:
+            dict: Result of the action with status code and message.
+
+        Raises:
+            ValueError: If the action name is unknown.
+        """
+        actions = {
+            "ntfy_send_message": self._send_message,
+        }
+        if action_name in actions:
+            return actions[action_name](**kwargs)
+        else:
+            raise ValueError(f"Unknown action: {action_name}")
+
+    def _send_message(self, server_url, message, topic, title=None, priority=None):
+        """
+        Send a message to an ntfy topic on the specified server.
+
+        Args:
+            server_url (str): Base URL of the ntfy server (e.g., https://ntfy.sh).
+            message (str): The message text to send.
+            topic (str): The topic to send the message to.
+            title (str, optional): Title of the notification.
+            priority (int, optional): Priority of the notification (1-5).
+
+        Returns:
+            dict: Response with status code and a confirmation message.
+
+        Raises:
+            ValueError: If priority is not an integer between 1 and 5.
+        """
+        url = f"{server_url.rstrip('/')}/{topic}"
+        headers = {}
+        if title:
+            headers["X-Title"] = title
+        if priority:
+            try:
+                priority = int(priority)
+            except (ValueError, TypeError):
+                raise ValueError("Priority must be convertible to an integer")
+            if priority < 1 or priority > 5:
+                raise ValueError("Priority must be an integer between 1 and 5")
+            headers["X-Priority"] = str(priority)
+        if self.token:
+            headers["Authorization"] = f"Basic {self.token}"
+        data = message.encode("utf-8")
+        response = requests.post(url, headers=headers, data=data, timeout=100)
+        return {"status_code": response.status_code, "message": "Message sent"}
+
+    def get_actions_metadata(self):
+        """
+        Provide metadata about available actions.
+
+        Returns:
+            list: List of dictionaries describing each action.
+        """
+        return [
+            {
+                "name": "ntfy_send_message",
+                "description": "Send a notification to an ntfy topic",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "server_url": {
+                            "type": "string",
+                            "description": "Base URL of the ntfy server",
+                        },
+                        "message": {
+                            "type": "string",
+                            "description": "Text to send in the notification",
+                        },
+                        "topic": {
+                            "type": "string",
+                            "description": "Topic to send the notification to",
+                        },
+                        "title": {
+                            "type": "string",
+                            "description": "Title of the notification (optional)",
+                        },
+                        "priority": {
+                            "type": "integer",
+                            "description": "Priority of the notification (1-5, optional)",
+                        },
+                    },
+                    "required": ["server_url", "message", "topic"],
+                    "additionalProperties": False,
+                },
+            },
+        ]
+
+    def get_config_requirements(self):
+        return {
+            "token": {
+                "type": "string",
+                "label": "Access Token",
+                "description": "Ntfy access token for authentication",
+                "required": True,
+                "secret": True,
+                "order": 1,
+            },
+        }

application/agents/tools/postgres.py

@@ -0,0 +1,180 @@
+import logging
+
+import psycopg
+
+from application.agents.tools.base import Tool
+
+logger = logging.getLogger(__name__)
+
+
+class PostgresTool(Tool):
+    """
+    PostgreSQL Database Tool
+    A tool for connecting to a PostgreSQL database using a connection string,
+    executing SQL queries, and retrieving schema information.
+    """
+
+    def __init__(self, config):
+        self.config = config
+        self.connection_string = config.get("token", "")
+
+    def execute_action(self, action_name, **kwargs):
+        actions = {
+            "postgres_execute_sql": self._execute_sql,
+            "postgres_get_schema": self._get_schema,
+        }
+        if action_name not in actions:
+            raise ValueError(f"Unknown action: {action_name}")
+        return actions[action_name](**kwargs)
+
+    def _execute_sql(self, sql_query):
+        """
+        Executes an SQL query against the PostgreSQL database using a connection string.
+        """
+        conn = None
+        try:
+            conn = psycopg.connect(self.connection_string)
+            cur = conn.cursor()
+            cur.execute(sql_query)
+            conn.commit()
+
+            if sql_query.strip().lower().startswith("select"):
+                column_names = (
+                    [desc[0] for desc in cur.description] if cur.description else []
+                )
+                results = []
+                rows = cur.fetchall()
+                for row in rows:
+                    results.append(dict(zip(column_names, row)))
+                response_data = {"data": results, "column_names": column_names}
+            else:
+                row_count = cur.rowcount
+                response_data = {
+                    "message": f"Query executed successfully, {row_count} rows affected."
+                }
+
+            cur.close()
+            return {
+                "status_code": 200,
+                "message": "SQL query executed successfully.",
+                "response_data": response_data,
+            }
+
+        except psycopg.Error as e:
+            error_message = f"Database error: {e}"
+            logger.error("PostgreSQL execute_sql error: %s", e)
+            return {
+                "status_code": 500,
+                "message": "Failed to execute SQL query.",
+                "error": error_message,
+            }
+        finally:
+            if conn:
+                conn.close()
+
+    def _get_schema(self, db_name):
+        """
+        Retrieves the schema of the PostgreSQL database using a connection string.
+        """
+        conn = None
+        try:
+            conn = psycopg.connect(self.connection_string)
+            cur = conn.cursor()
+
+            cur.execute(
+                """
+                SELECT
+                    table_name,
+                    column_name,
+                    data_type,
+                    column_default,
+                    is_nullable
+                FROM
+                    information_schema.columns
+                WHERE
+                    table_schema = 'public'
+                ORDER BY
+                    table_name,
+                    ordinal_position;
+            """
+            )
+
+            schema_data = {}
+            for row in cur.fetchall():
+                table_name, column_name, data_type, column_default, is_nullable = row
+                if table_name not in schema_data:
+                    schema_data[table_name] = []
+                schema_data[table_name].append(
+                    {
+                        "column_name": column_name,
+                        "data_type": data_type,
+                        "column_default": column_default,
+                        "is_nullable": is_nullable,
+                    }
+                )
+
+            cur.close()
+            return {
+                "status_code": 200,
+                "message": "Database schema retrieved successfully.",
+                "schema": schema_data,
+            }
+
+        except psycopg.Error as e:
+            error_message = f"Database error: {e}"
+            logger.error("PostgreSQL get_schema error: %s", e)
+            return {
+                "status_code": 500,
+                "message": "Failed to retrieve database schema.",
+                "error": error_message,
+            }
+        finally:
+            if conn:
+                conn.close()
+
+    def get_actions_metadata(self):
+        return [
+            {
+                "name": "postgres_execute_sql",
+                "description": "Execute an SQL query against the PostgreSQL database and return the results. Use this tool to interact with the database, e.g., retrieve specific data or perform updates. Only SELECT queries will return data, other queries will return execution status.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "sql_query": {
+                            "type": "string",
+                            "description": "The SQL query to execute.",
+                        },
+                    },
+                    "required": ["sql_query"],
+                    "additionalProperties": False,
+                },
+            },
+            {
+                "name": "postgres_get_schema",
+                "description": "Retrieve the schema of the PostgreSQL database, including tables and their columns. Use this to understand the database structure before executing queries. db_name is 'default' if not provided.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "db_name": {
+                            "type": "string",
+                            "description": "The name of the database to retrieve the schema for.",
+                        },
+                    },
+                    "required": ["db_name"],
+                    "additionalProperties": False,
+                },
+            },
+        ]
+
+    def get_config_requirements(self):
+        return {
+            "token": {
+                "type": "string",
+                "label": "Connection String",
+                "description": "PostgreSQL database connection string",
+                "required": True,
+                "secret": True,
+                "order": 1,
+            },
+        }
+

application/agents/tools/read_webpage.py

@@ -0,0 +1,84 @@
+import requests
+from markdownify import markdownify
+from application.agents.tools.base import Tool
+from application.core.url_validation import validate_url, SSRFError
+
+class ReadWebpageTool(Tool):
+    """
+    Read Webpage (browser)
+    A tool to fetch the HTML content of a URL and convert it to Markdown.
+    """
+
+    def __init__(self, config=None):
+        """
+        Initializes the tool.
+        :param config: Optional configuration dictionary. Not used by this tool.
+        """
+        self.config = config
+
+    def execute_action(self, action_name: str, **kwargs) -> str:
+        """
+        Executes the specified action. For this tool, the only action is 'read_webpage'.
+
+        :param action_name: The name of the action to execute. Should be 'read_webpage'.
+        :param kwargs: Keyword arguments, must include 'url'.
+        :return: The Markdown content of the webpage or an error message.
+        """
+        if action_name != "read_webpage":
+            return f"Error: Unknown action '{action_name}'. This tool only supports 'read_webpage'."
+
+        url = kwargs.get("url")
+        if not url:
+            return "Error: URL parameter is missing."
+
+        # Validate URL to prevent SSRF attacks
+        try:
+            url = validate_url(url)
+        except SSRFError as e:
+            return f"Error: URL validation failed - {e}"
+
+        try:
+            response = requests.get(url, timeout=10, headers={'User-Agent': 'DocsGPT-Agent/1.0'})
+            response.raise_for_status()  # Raise an exception for HTTP errors (4xx or 5xx)
+            
+            html_content = response.text
+            #soup = BeautifulSoup(html_content, 'html.parser')
+            
+            
+            markdown_content = markdownify(html_content, heading_style="ATX", newline_style="BACKSLASH")
+            
+            return markdown_content
+
+        except requests.exceptions.RequestException as e:
+            return f"Error fetching URL {url}: {e}"
+        except Exception as e:
+            return f"Error processing URL {url}: {e}"
+
+    def get_actions_metadata(self):
+        """
+        Returns metadata for the actions supported by this tool.
+        """
+        return [
+            {
+                "name": "read_webpage",
+                "description": "Fetches the HTML content of a given URL and returns it as clean Markdown text. Input must be a valid URL.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "url": {
+                            "type": "string",
+                            "description": "The fully qualified URL of the webpage to read (e.g., 'https://www.example.com').",
+                        }
+                    },
+                    "required": ["url"],
+                    "additionalProperties": False,
+                },
+            }
+        ]
+
+    def get_config_requirements(self):
+        """
+        Returns a dictionary describing the configuration requirements for the tool.
+        This tool does not require any specific configuration.
+        """
+        return {}

application/agents/tools/spec_parser.py

@@ -0,0 +1,342 @@
+"""
+API Specification Parser
+
+Parses OpenAPI 3.x and Swagger 2.0 specifications and converts them
+to API Tool action definitions for use in DocsGPT.
+"""
+
+import json
+import logging
+import re
+from typing import Any, Dict, List, Optional, Tuple
+
+import yaml
+
+logger = logging.getLogger(__name__)
+
+SUPPORTED_METHODS = frozenset(
+    {"get", "post", "put", "delete", "patch", "head", "options"}
+)
+
+
+def parse_spec(spec_content: str) -> Tuple[Dict[str, Any], List[Dict[str, Any]]]:
+    """
+    Parse an API specification and convert operations to action definitions.
+
+    Supports OpenAPI 3.x and Swagger 2.0 formats in JSON or YAML.
+
+    Args:
+        spec_content: Raw specification content as string
+
+    Returns:
+        Tuple of (metadata dict, list of action dicts)
+
+    Raises:
+        ValueError: If the spec is invalid or uses an unsupported format
+    """
+    spec = _load_spec(spec_content)
+    _validate_spec(spec)
+
+    is_swagger = "swagger" in spec
+    metadata = _extract_metadata(spec, is_swagger)
+    actions = _extract_actions(spec, is_swagger)
+
+    return metadata, actions
+
+
+def _load_spec(content: str) -> Dict[str, Any]:
+    """Parse spec content from JSON or YAML string."""
+    content = content.strip()
+    if not content:
+        raise ValueError("Empty specification content")
+    try:
+        if content.startswith("{"):
+            return json.loads(content)
+        return yaml.safe_load(content)
+    except json.JSONDecodeError as e:
+        raise ValueError(f"Invalid JSON format: {e.msg}")
+    except yaml.YAMLError as e:
+        raise ValueError(f"Invalid YAML format: {e}")
+
+
+def _validate_spec(spec: Dict[str, Any]) -> None:
+    """Validate spec version and required fields."""
+    if not isinstance(spec, dict):
+        raise ValueError("Specification must be a valid object")
+    openapi_version = spec.get("openapi", "")
+    swagger_version = spec.get("swagger", "")
+
+    if not (openapi_version.startswith("3.") or swagger_version == "2.0"):
+        raise ValueError(
+            "Unsupported specification version. Expected OpenAPI 3.x or Swagger 2.0"
+        )
+    if "paths" not in spec or not spec["paths"]:
+        raise ValueError("No API paths defined in the specification")
+
+
+def _extract_metadata(spec: Dict[str, Any], is_swagger: bool) -> Dict[str, Any]:
+    """Extract API metadata from specification."""
+    info = spec.get("info", {})
+    base_url = _get_base_url(spec, is_swagger)
+
+    return {
+        "title": info.get("title", "Untitled API"),
+        "description": (info.get("description", "") or "")[:500],
+        "version": info.get("version", ""),
+        "base_url": base_url,
+    }
+
+
+def _get_base_url(spec: Dict[str, Any], is_swagger: bool) -> str:
+    """Extract base URL from spec (handles both OpenAPI 3.x and Swagger 2.0)."""
+    if is_swagger:
+        schemes = spec.get("schemes", ["https"])
+        host = spec.get("host", "")
+        base_path = spec.get("basePath", "")
+        if host:
+            scheme = schemes[0] if schemes else "https"
+            return f"{scheme}://{host}{base_path}".rstrip("/")
+        return ""
+    servers = spec.get("servers", [])
+    if servers and isinstance(servers, list) and servers[0].get("url"):
+        return servers[0]["url"].rstrip("/")
+    return ""
+
+
+def _extract_actions(spec: Dict[str, Any], is_swagger: bool) -> List[Dict[str, Any]]:
+    """Extract all API operations as action definitions."""
+    actions = []
+    paths = spec.get("paths", {})
+    base_url = _get_base_url(spec, is_swagger)
+
+    components = spec.get("components", {})
+    definitions = spec.get("definitions", {})
+
+    for path, path_item in paths.items():
+        if not isinstance(path_item, dict):
+            continue
+        path_params = path_item.get("parameters", [])
+
+        for method in SUPPORTED_METHODS:
+            operation = path_item.get(method)
+            if not isinstance(operation, dict):
+                continue
+            try:
+                action = _build_action(
+                    path=path,
+                    method=method,
+                    operation=operation,
+                    path_params=path_params,
+                    base_url=base_url,
+                    components=components,
+                    definitions=definitions,
+                    is_swagger=is_swagger,
+                )
+                actions.append(action)
+            except Exception as e:
+                logger.warning(
+                    f"Failed to parse operation {method.upper()} {path}: {e}"
+                )
+                continue
+    return actions
+
+
+def _build_action(
+    path: str,
+    method: str,
+    operation: Dict[str, Any],
+    path_params: List[Dict],
+    base_url: str,
+    components: Dict[str, Any],
+    definitions: Dict[str, Any],
+    is_swagger: bool,
+) -> Dict[str, Any]:
+    """Build a single action from an API operation."""
+    action_name = _generate_action_name(operation, method, path)
+    full_url = f"{base_url}{path}" if base_url else path
+
+    all_params = path_params + operation.get("parameters", [])
+    query_params, headers = _categorize_parameters(all_params, components, definitions)
+
+    body, body_content_type = _extract_request_body(
+        operation, components, definitions, is_swagger
+    )
+
+    description = operation.get("summary", "") or operation.get("description", "")
+
+    return {
+        "name": action_name,
+        "url": full_url,
+        "method": method.upper(),
+        "description": (description or "")[:500],
+        "query_params": {"type": "object", "properties": query_params},
+        "headers": {"type": "object", "properties": headers},
+        "body": {"type": "object", "properties": body},
+        "body_content_type": body_content_type,
+        "active": True,
+    }
+
+
+def _generate_action_name(operation: Dict[str, Any], method: str, path: str) -> str:
+    """Generate a valid action name from operationId or method+path."""
+    if operation.get("operationId"):
+        name = operation["operationId"]
+    else:
+        path_slug = re.sub(r"[{}]", "", path)
+        path_slug = re.sub(r"[^a-zA-Z0-9]", "_", path_slug)
+        path_slug = re.sub(r"_+", "_", path_slug).strip("_")
+        name = f"{method}_{path_slug}"
+    name = re.sub(r"[^a-zA-Z0-9_-]", "_", name)
+    return name[:64]
+
+
+def _categorize_parameters(
+    parameters: List[Dict],
+    components: Dict[str, Any],
+    definitions: Dict[str, Any],
+) -> Tuple[Dict, Dict]:
+    """Categorize parameters into query params and headers."""
+    query_params = {}
+    headers = {}
+
+    for param in parameters:
+        resolved = _resolve_ref(param, components, definitions)
+        if not resolved or "name" not in resolved:
+            continue
+        location = resolved.get("in", "query")
+        prop = _param_to_property(resolved)
+
+        if location in ("query", "path"):
+            query_params[resolved["name"]] = prop
+        elif location == "header":
+            headers[resolved["name"]] = prop
+    return query_params, headers
+
+
+def _param_to_property(param: Dict) -> Dict[str, Any]:
+    """Convert an API parameter to an action property definition."""
+    schema = param.get("schema", {})
+    param_type = schema.get("type", param.get("type", "string"))
+
+    mapped_type = "integer" if param_type in ("integer", "number") else "string"
+
+    return {
+        "type": mapped_type,
+        "description": (param.get("description", "") or "")[:200],
+        "value": "",
+        "filled_by_llm": param.get("required", False),
+        "required": param.get("required", False),
+    }
+
+
+def _extract_request_body(
+    operation: Dict[str, Any],
+    components: Dict[str, Any],
+    definitions: Dict[str, Any],
+    is_swagger: bool,
+) -> Tuple[Dict, str]:
+    """Extract request body schema and content type."""
+    content_types = [
+        "application/json",
+        "application/x-www-form-urlencoded",
+        "multipart/form-data",
+        "text/plain",
+        "application/xml",
+    ]
+
+    if is_swagger:
+        consumes = operation.get("consumes", [])
+        body_param = next(
+            (p for p in operation.get("parameters", []) if p.get("in") == "body"), None
+        )
+        if not body_param:
+            return {}, "application/json"
+        selected_type = consumes[0] if consumes else "application/json"
+        schema = body_param.get("schema", {})
+    else:
+        request_body = operation.get("requestBody", {})
+        if not request_body:
+            return {}, "application/json"
+        request_body = _resolve_ref(request_body, components, definitions)
+        content = request_body.get("content", {})
+
+        selected_type = "application/json"
+        schema = {}
+
+        for ct in content_types:
+            if ct in content:
+                selected_type = ct
+                schema = content[ct].get("schema", {})
+                break
+        if not schema and content:
+            first_type = next(iter(content))
+            selected_type = first_type
+            schema = content[first_type].get("schema", {})
+    properties = _schema_to_properties(schema, components, definitions)
+    return properties, selected_type
+
+
+def _schema_to_properties(
+    schema: Dict,
+    components: Dict[str, Any],
+    definitions: Dict[str, Any],
+    depth: int = 0,
+) -> Dict[str, Any]:
+    """Convert schema to action body properties (limited depth to prevent recursion)."""
+    if depth > 3:
+        return {}
+    schema = _resolve_ref(schema, components, definitions)
+    if not schema or not isinstance(schema, dict):
+        return {}
+    properties = {}
+    schema_type = schema.get("type", "object")
+
+    if schema_type == "object":
+        required_fields = set(schema.get("required", []))
+        for prop_name, prop_schema in schema.get("properties", {}).items():
+            resolved = _resolve_ref(prop_schema, components, definitions)
+            if not isinstance(resolved, dict):
+                continue
+            prop_type = resolved.get("type", "string")
+            mapped_type = "integer" if prop_type in ("integer", "number") else "string"
+
+            properties[prop_name] = {
+                "type": mapped_type,
+                "description": (resolved.get("description", "") or "")[:200],
+                "value": "",
+                "filled_by_llm": prop_name in required_fields,
+                "required": prop_name in required_fields,
+            }
+    return properties
+
+
+def _resolve_ref(
+    obj: Any,
+    components: Dict[str, Any],
+    definitions: Dict[str, Any],
+) -> Optional[Dict]:
+    """Resolve $ref references in the specification."""
+    if not isinstance(obj, dict):
+        return obj if isinstance(obj, dict) else None
+    if "$ref" not in obj:
+        return obj
+    ref_path = obj["$ref"]
+
+    if ref_path.startswith("#/components/"):
+        parts = ref_path.replace("#/components/", "").split("/")
+        return _traverse_path(components, parts)
+    elif ref_path.startswith("#/definitions/"):
+        parts = ref_path.replace("#/definitions/", "").split("/")
+        return _traverse_path(definitions, parts)
+    logger.debug(f"Unsupported ref path: {ref_path}")
+    return None
+
+
+def _traverse_path(obj: Dict, parts: List[str]) -> Optional[Dict]:
+    """Traverse a nested dictionary using path parts."""
+    try:
+        for part in parts:
+            obj = obj[part]
+        return obj if isinstance(obj, dict) else None
+    except (KeyError, TypeError):
+        return None

application/agents/tools/telegram.py

@@ -0,0 +1,96 @@
+import logging
+
+import requests
+
+from application.agents.tools.base import Tool
+
+logger = logging.getLogger(__name__)
+
+
+class TelegramTool(Tool):
+    """
+    Telegram Bot
+    A flexible Telegram tool for performing various actions (e.g., sending messages, images).
+    Requires a bot token and chat ID for configuration
+    """
+
+    def __init__(self, config):
+        self.config = config
+        self.token = config.get("token", "")
+
+    def execute_action(self, action_name, **kwargs):
+        actions = {
+            "telegram_send_message": self._send_message,
+            "telegram_send_image": self._send_image,
+        }
+        if action_name not in actions:
+            raise ValueError(f"Unknown action: {action_name}")
+        return actions[action_name](**kwargs)
+
+    def _send_message(self, text, chat_id):
+        logger.debug("Sending Telegram message to chat_id=%s", chat_id)
+        url = f"https://api.telegram.org/bot{self.token}/sendMessage"
+        payload = {"chat_id": chat_id, "text": text}
+        response = requests.post(url, data=payload, timeout=100)
+        return {"status_code": response.status_code, "message": "Message sent"}
+
+    def _send_image(self, image_url, chat_id):
+        logger.debug("Sending Telegram image to chat_id=%s", chat_id)
+        url = f"https://api.telegram.org/bot{self.token}/sendPhoto"
+        payload = {"chat_id": chat_id, "photo": image_url}
+        response = requests.post(url, data=payload, timeout=100)
+        return {"status_code": response.status_code, "message": "Image sent"}
+
+    def get_actions_metadata(self):
+        return [
+            {
+                "name": "telegram_send_message",
+                "description": "Send a notification to Telegram chat",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "text": {
+                            "type": "string",
+                            "description": "Text to send in the notification",
+                        },
+                        "chat_id": {
+                            "type": "string",
+                            "description": "Chat ID to send the notification to",
+                        },
+                    },
+                    "required": ["text"],
+                    "additionalProperties": False,
+                },
+            },
+            {
+                "name": "telegram_send_image",
+                "description": "Send an image to the Telegram chat",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "image_url": {
+                            "type": "string",
+                            "description": "URL of the image to send",
+                        },
+                        "chat_id": {
+                            "type": "string",
+                            "description": "Chat ID to send the image to",
+                        },
+                    },
+                    "required": ["image_url"],
+                    "additionalProperties": False,
+                },
+            },
+        ]
+
+    def get_config_requirements(self):
+        return {
+            "token": {
+                "type": "string",
+                "label": "Bot Token",
+                "description": "Telegram bot token for authentication",
+                "required": True,
+                "secret": True,
+                "order": 1,
+            },
+        }

application/agents/tools/think.py

@@ -0,0 +1,70 @@
+from application.agents.tools.base import Tool
+
+
+THINK_TOOL_ID = "think"
+
+THINK_TOOL_ENTRY = {
+    "name": "think",
+    "actions": [
+        {
+            "name": "reason",
+            "description": (
+                "Use this tool to think through your reasoning step by step "
+                "before deciding on your next action. Always reason before "
+                "searching or answering."
+            ),
+            "active": True,
+            "parameters": {
+                "properties": {
+                    "reasoning": {
+                        "type": "string",
+                        "description": "Your step-by-step reasoning and analysis",
+                        "filled_by_llm": True,
+                        "required": True,
+                    }
+                }
+            },
+        }
+    ],
+}
+
+
+class ThinkTool(Tool):
+    """Pseudo-tool that captures chain-of-thought reasoning.
+
+    Returns a short acknowledgment so the LLM can continue.
+    The reasoning content is captured in tool_call data for transparency.
+    """
+
+    internal = True
+
+    def __init__(self, config=None):
+        pass
+
+    def execute_action(self, action_name: str, **kwargs):
+        return "Continue."
+
+    def get_actions_metadata(self):
+        return [
+            {
+                "name": "reason",
+                "description": (
+                    "Use this tool to think through your reasoning step by step "
+                    "before deciding on your next action. Always reason before "
+                    "searching or answering."
+                ),
+                "parameters": {
+                    "properties": {
+                        "reasoning": {
+                            "type": "string",
+                            "description": "Your step-by-step reasoning and analysis",
+                            "filled_by_llm": True,
+                            "required": True,
+                        }
+                    }
+                },
+            }
+        ]
+
+    def get_config_requirements(self):
+        return {}

application/agents/tools/todo_list.py

@@ -0,0 +1,351 @@
+from typing import Any, Dict, List, Optional
+import uuid
+
+from .base import Tool
+from application.storage.db.repositories.todos import TodosRepository
+from application.storage.db.session import db_readonly, db_session
+
+
+def _status_from_completed(completed: Any) -> str:
+    """Translate the PG ``completed`` boolean to the legacy status string.
+
+    The frontend (and prior LLM-facing tool output) expects
+    ``"open"`` / ``"completed"``. Keeping that contract at the tool
+    boundary insulates callers from the schema change.
+    """
+    return "completed" if bool(completed) else "open"
+
+
+class TodoListTool(Tool):
+    """Todo List
+
+    Manages todo items for users. Supports creating, viewing, updating, and deleting todos.
+    """
+
+    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 todo list tool instance (from user_tools._id)
+                           This ensures each user's tool configuration has isolated todos
+            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)
+        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())
+
+        self._last_artifact_id: Optional[str] = None
+
+    def _pg_enabled(self) -> bool:
+        """Return True only when ``tool_id`` is a real ``user_tools.id`` UUID.
+
+        The ``todos`` PG table has a UUID foreign key to ``user_tools`` and
+        the repo queries ``CAST(:tool_id AS uuid)``. The sentinel
+        ``default_{uid}`` fallback is neither a UUID nor a row in
+        ``user_tools`` — binding it would crash ``invalid input syntax for
+        type uuid`` and even if it didn't the FK would reject it. Mirror
+        the MemoryTool guard and no-op in that case.
+        """
+        tool_id = getattr(self, "tool_id", None)
+        if not tool_id or not isinstance(tool_id, str):
+            return False
+        if tool_id.startswith("default_"):
+            return False
+        from application.storage.db.base_repository import looks_like_uuid
+
+        return looks_like_uuid(tool_id)
+
+    # -----------------------------
+    # Action implementations
+    # -----------------------------
+    def execute_action(self, action_name: str, **kwargs: Any) -> str:
+        """Execute an action by name.
+
+        Args:
+            action_name: One of list, create, get, update, complete, delete.
+            **kwargs: Parameters for the action.
+
+        Returns:
+            A human-readable string result.
+        """
+        if not self.user_id:
+            return "Error: TodoListTool requires a valid user_id."
+
+        if not self._pg_enabled():
+            return (
+                "Error: TodoListTool is not configured with a persistent "
+                "tool_id; todo storage is unavailable for this session."
+            )
+
+        self._last_artifact_id = None
+
+        if action_name == "list":
+            return self._list()
+
+        if action_name == "create":
+            return self._create(kwargs.get("title", ""))
+
+        if action_name == "get":
+            return self._get(kwargs.get("todo_id"))
+
+        if action_name == "update":
+            return self._update(
+                kwargs.get("todo_id"),
+                kwargs.get("title", "")
+            )
+
+        if action_name == "complete":
+            return self._complete(kwargs.get("todo_id"))
+
+        if action_name == "delete":
+            return self._delete(kwargs.get("todo_id"))
+
+        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": "list",
+                "description": "List all todos for the user.",
+                "parameters": {"type": "object", "properties": {}},
+            },
+            {
+                "name": "create",
+                "description": "Create a new todo item.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "title": {
+                            "type": "string",
+                            "description": "Title of the todo item."
+                        }
+                    },
+                    "required": ["title"],
+                },
+            },
+            {
+                "name": "get",
+                "description": "Get a specific todo by ID.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "todo_id": {
+                            "type": "integer",
+                            "description": "The ID of the todo to retrieve."
+                        }
+                    },
+                    "required": ["todo_id"],
+                },
+            },
+            {
+                "name": "update",
+                "description": "Update a todo's title by ID.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "todo_id": {
+                            "type": "integer",
+                            "description": "The ID of the todo to update."
+                        },
+                        "title": {
+                            "type": "string",
+                            "description": "The new title for the todo."
+                        }
+                    },
+                    "required": ["todo_id", "title"],
+                },
+            },
+            {
+                "name": "complete",
+                "description": "Mark a todo as completed.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "todo_id": {
+                            "type": "integer",
+                            "description": "The ID of the todo to mark as completed."
+                        }
+                    },
+                    "required": ["todo_id"],
+                },
+            },
+            {
+                "name": "delete",
+                "description": "Delete a specific todo by ID.",
+                "parameters": {
+                    "type": "object",
+                    "properties": {
+                        "todo_id": {
+                            "type": "integer",
+                            "description": "The ID of the todo to delete."
+                        }
+                    },
+                    "required": ["todo_id"],
+                },
+            },
+        ]
+
+    def get_config_requirements(self) -> Dict[str, Any]:
+        """Return configuration requirements."""
+        return {}
+
+    def get_artifact_id(self, action_name: str, **kwargs: Any) -> Optional[str]:
+        return self._last_artifact_id
+
+    # -----------------------------
+    # Internal helpers
+    # -----------------------------
+    def _coerce_todo_id(self, value: Optional[Any]) -> Optional[int]:
+        """Convert todo identifiers to sequential integers."""
+        if value is None:
+            return None
+
+        if isinstance(value, int):
+            return value if value > 0 else None
+
+        if isinstance(value, str):
+            stripped = value.strip()
+            if stripped.isdigit():
+                numeric_value = int(stripped)
+                return numeric_value if numeric_value > 0 else None
+
+        return None
+
+    def _list(self) -> str:
+        """List all todos for the user."""
+        with db_readonly() as conn:
+            todos = TodosRepository(conn).list_for_tool(self.user_id, self.tool_id)
+
+        if not todos:
+            return "No todos found."
+
+        result_lines = ["Todos:"]
+        for doc in todos:
+            todo_id = doc.get("todo_id")
+            title = doc.get("title", "Untitled")
+            status = _status_from_completed(doc.get("completed"))
+
+            line = f"[{todo_id}] {title} ({status})"
+            result_lines.append(line)
+
+        return "\n".join(result_lines)
+
+    def _create(self, title: str) -> str:
+        """Create a new todo item.
+
+        ``TodosRepository.create`` allocates the per-tool monotonic
+        ``todo_id`` inside the same transaction (``COALESCE(MAX(todo_id),0)+1``
+        scoped to ``tool_id``), so we no longer need a separate read-then-
+        write step here.
+        """
+        title = (title or "").strip()
+        if not title:
+            return "Error: Title is required."
+
+        with db_session() as conn:
+            row = TodosRepository(conn).create(self.user_id, self.tool_id, title)
+
+        todo_id = row.get("todo_id")
+        if row.get("id") is not None:
+            self._last_artifact_id = str(row.get("id"))
+        return f"Todo created with ID {todo_id}: {title}"
+
+    def _get(self, todo_id: Optional[Any]) -> str:
+        """Get a specific todo by ID."""
+        parsed_todo_id = self._coerce_todo_id(todo_id)
+        if parsed_todo_id is None:
+            return "Error: todo_id must be a positive integer."
+
+        with db_readonly() as conn:
+            doc = TodosRepository(conn).get_by_tool_and_todo_id(
+                self.user_id, self.tool_id, parsed_todo_id
+            )
+
+        if not doc:
+            return f"Error: Todo with ID {parsed_todo_id} not found."
+
+        if doc.get("id") is not None:
+            self._last_artifact_id = str(doc.get("id"))
+
+        title = doc.get("title", "Untitled")
+        status = _status_from_completed(doc.get("completed"))
+
+        return f"Todo [{parsed_todo_id}]:\nTitle: {title}\nStatus: {status}"
+
+    def _update(self, todo_id: Optional[Any], title: str) -> str:
+        """Update a todo's title by ID."""
+        parsed_todo_id = self._coerce_todo_id(todo_id)
+        if parsed_todo_id is None:
+            return "Error: todo_id must be a positive integer."
+
+        title = (title or "").strip()
+        if not title:
+            return "Error: Title is required."
+
+        with db_session() as conn:
+            repo = TodosRepository(conn)
+            existing = repo.get_by_tool_and_todo_id(
+                self.user_id, self.tool_id, parsed_todo_id
+            )
+            if not existing:
+                return f"Error: Todo with ID {parsed_todo_id} not found."
+            repo.update_title_by_tool_and_todo_id(
+                self.user_id, self.tool_id, parsed_todo_id, title
+            )
+
+        if existing.get("id") is not None:
+            self._last_artifact_id = str(existing.get("id"))
+
+        return f"Todo {parsed_todo_id} updated to: {title}"
+
+    def _complete(self, todo_id: Optional[Any]) -> str:
+        """Mark a todo as completed."""
+        parsed_todo_id = self._coerce_todo_id(todo_id)
+        if parsed_todo_id is None:
+            return "Error: todo_id must be a positive integer."
+
+        with db_session() as conn:
+            repo = TodosRepository(conn)
+            existing = repo.get_by_tool_and_todo_id(
+                self.user_id, self.tool_id, parsed_todo_id
+            )
+            if not existing:
+                return f"Error: Todo with ID {parsed_todo_id} not found."
+            repo.set_completed(self.user_id, self.tool_id, parsed_todo_id, True)
+
+        if existing.get("id") is not None:
+            self._last_artifact_id = str(existing.get("id"))
+
+        return f"Todo {parsed_todo_id} marked as completed."
+
+    def _delete(self, todo_id: Optional[Any]) -> str:
+        """Delete a specific todo by ID."""
+        parsed_todo_id = self._coerce_todo_id(todo_id)
+        if parsed_todo_id is None:
+            return "Error: todo_id must be a positive integer."
+
+        with db_session() as conn:
+            repo = TodosRepository(conn)
+            existing = repo.get_by_tool_and_todo_id(
+                self.user_id, self.tool_id, parsed_todo_id
+            )
+            if not existing:
+                return f"Error: Todo with ID {parsed_todo_id} not found."
+            repo.delete_by_tool_and_todo_id(
+                self.user_id, self.tool_id, parsed_todo_id
+            )
+
+        if existing.get("id") is not None:
+            self._last_artifact_id = str(existing.get("id"))
+
+        return f"Todo {parsed_todo_id} deleted."

application/agents/tools/tool_action_parser.py

@@ -0,0 +1,109 @@
+import json
+import logging
+
+logger = logging.getLogger(__name__)
+
+
+class ToolActionParser:
+    def __init__(self, llm_type, name_mapping=None):
+        self.llm_type = llm_type
+        self.name_mapping = name_mapping
+        self.parsers = {
+            "OpenAILLM": self._parse_openai_llm,
+            "GoogleLLM": self._parse_google_llm,
+        }
+
+    def parse_args(self, call):
+        parser = self.parsers.get(self.llm_type, self._parse_openai_llm)
+        return parser(call)
+
+    def _resolve_via_mapping(self, call_name):
+        """Look up (tool_id, action_name) from the name mapping if available."""
+        if self.name_mapping and call_name in self.name_mapping:
+            return self.name_mapping[call_name]
+        return None
+
+    def _parse_openai_llm(self, call):
+        try:
+            call_args = json.loads(call.arguments)
+
+            resolved = self._resolve_via_mapping(call.name)
+            if resolved:
+                return resolved[0], resolved[1], call_args
+
+            # Fallback: legacy split on "_" for backward compatibility
+            tool_parts = call.name.split("_")
+
+            if len(tool_parts) < 2:
+                logger.warning(
+                    f"Invalid tool name format: {call.name}. "
+                    "Could not resolve via mapping or legacy parsing."
+                )
+                return None, None, None
+
+            tool_id = tool_parts[-1]
+            action_name = "_".join(tool_parts[:-1])
+
+            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, json.JSONDecodeError) as e:
+            logger.error(f"Error parsing OpenAI LLM call: {e}")
+            return None, None, None
+        return tool_id, action_name, call_args
+
+    def _parse_google_llm(self, call):
+        try:
+            call_args = call.arguments
+            # Gemini's SDK natively returns ``args`` as a dict, but the
+            # resume path (``gen_continuation``) stringifies it for the
+            # assistant message. Coerce a JSON string back into a dict;
+            # fall back to an empty dict on malformed input so downstream
+            # ``call_args.items()`` doesn't crash the stream.
+            if isinstance(call_args, str):
+                try:
+                    call_args = json.loads(call_args)
+                except (json.JSONDecodeError, TypeError):
+                    logger.warning(
+                        "Google call.arguments was not valid JSON; "
+                        "falling back to empty args for %s",
+                        getattr(call, "name", "<unknown>"),
+                    )
+                    call_args = {}
+            if not isinstance(call_args, dict):
+                logger.warning(
+                    "Google call.arguments has unexpected type %s; "
+                    "falling back to empty args for %s",
+                    type(call_args).__name__,
+                    getattr(call, "name", "<unknown>"),
+                )
+                call_args = {}
+
+            resolved = self._resolve_via_mapping(call.name)
+            if resolved:
+                return resolved[0], resolved[1], call_args
+
+            # Fallback: legacy split on "_" for backward compatibility
+            tool_parts = call.name.split("_")
+
+            if len(tool_parts) < 2:
+                logger.warning(
+                    f"Invalid tool name format: {call.name}. "
+                    "Could not resolve via mapping or legacy parsing."
+                )
+                return None, None, None
+
+            tool_id = tool_parts[-1]
+            action_name = "_".join(tool_parts[:-1])
+
+            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.error(f"Error parsing Google LLM call: {e}")
+            return None, None, None
+        return tool_id, action_name, call_args

application/agents/tools/tool_manager.py

@@ -0,0 +1,49 @@
+import importlib
+import inspect
+import os
+import pkgutil
+
+from application.agents.tools.base import Tool
+
+
+class ToolManager:
+    def __init__(self, config):
+        self.config = config
+        self.tools = {}
+        self.load_tools()
+
+    def load_tools(self):
+        tools_dir = os.path.join(os.path.dirname(__file__))
+        for finder, name, ispkg in pkgutil.iter_modules([tools_dir]):
+            if name == "base" or name.startswith("__"):
+                continue
+            module = importlib.import_module(f"application.agents.tools.{name}")
+            for member_name, obj in inspect.getmembers(module, inspect.isclass):
+                if issubclass(obj, Tool) and obj is not Tool and not obj.internal:
+                    tool_config = self.config.get(name, {})
+                    self.tools[name] = obj(tool_config)
+
+    def load_tool(self, tool_name, tool_config, user_id=None):
+        self.config[tool_name] = tool_config
+        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 in {"mcp_tool", "notes", "memory", "todo_list"} and user_id:
+                    return obj(tool_config, user_id)
+                else:
+                    return obj(tool_config)
+
+    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 in {"mcp_tool", "memory", "todo_list", "notes"} 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)
+        return self.tools[tool_name].execute_action(action_name, **kwargs)
+
+    def get_all_actions_metadata(self):
+        metadata = []
+        for tool in self.tools.values():
+            metadata.extend(tool.get_actions_metadata())
+        return metadata

application/agents/workflow_agent.py

@@ -0,0 +1,254 @@
+import logging
+from datetime import datetime, timezone
+from typing import Any, Dict, Generator, Optional
+
+from application.agents.base import BaseAgent
+from application.agents.workflows.schemas import (
+    ExecutionStatus,
+    Workflow,
+    WorkflowEdge,
+    WorkflowGraph,
+    WorkflowNode,
+    WorkflowRun,
+)
+from application.agents.workflows.workflow_engine import WorkflowEngine
+from application.logging import log_activity, LogContext
+from application.storage.db.base_repository import looks_like_uuid
+from application.storage.db.repositories.workflow_edges import WorkflowEdgesRepository
+from application.storage.db.repositories.workflow_nodes import WorkflowNodesRepository
+from application.storage.db.repositories.workflow_runs import WorkflowRunsRepository
+from application.storage.db.repositories.workflows import WorkflowsRepository
+from application.storage.db.session import db_readonly, db_session
+
+logger = logging.getLogger(__name__)
+
+
+class WorkflowAgent(BaseAgent):
+    """A specialized agent that executes predefined workflows."""
+
+    def __init__(
+        self,
+        *args,
+        workflow_id: Optional[str] = None,
+        workflow: Optional[Dict[str, Any]] = None,
+        workflow_owner: Optional[str] = None,
+        **kwargs,
+    ):
+        super().__init__(*args, **kwargs)
+        self.workflow_id = workflow_id
+        self.workflow_owner = workflow_owner
+        self._workflow_data = workflow
+        self._engine: Optional[WorkflowEngine] = None
+
+    @log_activity()
+    def gen(
+        self, query: str, log_context: LogContext = None
+    ) -> Generator[Dict[str, str], None, None]:
+        yield from self._gen_inner(query, log_context)
+
+    def _gen_inner(
+        self, query: str, log_context: LogContext
+    ) -> Generator[Dict[str, str], None, None]:
+        graph = self._load_workflow_graph()
+        if not graph:
+            yield {"type": "error", "error": "Failed to load workflow configuration."}
+            return
+        self._engine = WorkflowEngine(graph, self)
+        yield from self._engine.execute({}, query)
+        self._save_workflow_run(query)
+
+    def _load_workflow_graph(self) -> Optional[WorkflowGraph]:
+        if self._workflow_data:
+            return self._parse_embedded_workflow()
+        if self.workflow_id:
+            return self._load_from_database()
+        return None
+
+    def _parse_embedded_workflow(self) -> Optional[WorkflowGraph]:
+        try:
+            nodes_data = self._workflow_data.get("nodes", [])
+            edges_data = self._workflow_data.get("edges", [])
+
+            workflow = Workflow(
+                name=self._workflow_data.get("name", "Embedded Workflow"),
+                description=self._workflow_data.get("description"),
+            )
+
+            nodes = []
+            for n in nodes_data:
+                node_config = n.get("data", {})
+                nodes.append(
+                    WorkflowNode(
+                        id=n["id"],
+                        workflow_id=self.workflow_id or "embedded",
+                        type=n["type"],
+                        title=n.get("title", "Node"),
+                        description=n.get("description"),
+                        position=n.get("position", {"x": 0, "y": 0}),
+                        config=node_config,
+                    )
+                )
+            edges = []
+            for e in edges_data:
+                edges.append(
+                    WorkflowEdge(
+                        id=e["id"],
+                        workflow_id=self.workflow_id or "embedded",
+                        source=e.get("source") or e.get("source_id"),
+                        target=e.get("target") or e.get("target_id"),
+                        sourceHandle=e.get("sourceHandle") or e.get("source_handle"),
+                        targetHandle=e.get("targetHandle") or e.get("target_handle"),
+                    )
+                )
+            return WorkflowGraph(workflow=workflow, nodes=nodes, edges=edges)
+        except Exception as e:
+            logger.error(f"Invalid embedded workflow: {e}")
+            return None
+
+    def _load_from_database(self) -> Optional[WorkflowGraph]:
+        try:
+            if not self.workflow_id:
+                logger.error("Missing workflow ID for load")
+                return None
+            owner_id = self.workflow_owner
+            if not owner_id and isinstance(self.decoded_token, dict):
+                owner_id = self.decoded_token.get("sub")
+            if not owner_id:
+                logger.error(
+                    f"Workflow owner not available for workflow load: {self.workflow_id}"
+                )
+                return None
+
+            with db_readonly() as conn:
+                wf_repo = WorkflowsRepository(conn)
+                if looks_like_uuid(self.workflow_id):
+                    workflow_row = wf_repo.get(self.workflow_id, owner_id)
+                else:
+                    workflow_row = wf_repo.get_by_legacy_id(self.workflow_id, owner_id)
+                if workflow_row is None:
+                    logger.error(
+                        f"Workflow {self.workflow_id} not found or inaccessible "
+                        f"for user {owner_id}"
+                    )
+                    return None
+                pg_workflow_id = str(workflow_row["id"])
+                graph_version = workflow_row.get("current_graph_version", 1)
+                try:
+                    graph_version = int(graph_version)
+                    if graph_version <= 0:
+                        graph_version = 1
+                except (ValueError, TypeError):
+                    graph_version = 1
+
+                node_rows = WorkflowNodesRepository(conn).find_by_version(
+                    pg_workflow_id, graph_version,
+                )
+                edge_rows = WorkflowEdgesRepository(conn).find_by_version(
+                    pg_workflow_id, graph_version,
+                )
+
+            workflow = Workflow(
+                name=workflow_row.get("name"),
+                description=workflow_row.get("description"),
+            )
+            nodes = [
+                WorkflowNode(
+                    id=n["node_id"],
+                    workflow_id=pg_workflow_id,
+                    type=n["node_type"],
+                    title=n.get("title") or "Node",
+                    description=n.get("description"),
+                    position=n.get("position") or {"x": 0, "y": 0},
+                    config=n.get("config") or {},
+                )
+                for n in node_rows
+            ]
+            edges = [
+                WorkflowEdge(
+                    id=e["edge_id"],
+                    workflow_id=pg_workflow_id,
+                    source=e.get("source_id"),
+                    target=e.get("target_id"),
+                    sourceHandle=e.get("source_handle"),
+                    targetHandle=e.get("target_handle"),
+                )
+                for e in edge_rows
+            ]
+
+            return WorkflowGraph(workflow=workflow, nodes=nodes, edges=edges)
+        except Exception as e:
+            logger.error(f"Failed to load workflow from database: {e}")
+            return None
+
+    def _save_workflow_run(self, query: str) -> None:
+        if not self._engine:
+            return
+        owner_id = self.workflow_owner
+        if not owner_id and isinstance(self.decoded_token, dict):
+            owner_id = self.decoded_token.get("sub")
+        try:
+            run = WorkflowRun(
+                workflow_id=self.workflow_id or "unknown",
+                user=owner_id,
+                status=self._determine_run_status(),
+                inputs={"query": query},
+                outputs=self._serialize_state(self._engine.state),
+                steps=self._engine.get_execution_summary(),
+                created_at=datetime.now(timezone.utc),
+                completed_at=datetime.now(timezone.utc),
+            )
+
+            if not self.workflow_id or not owner_id:
+                return
+            with db_session() as conn:
+                wf_repo = WorkflowsRepository(conn)
+                if looks_like_uuid(self.workflow_id):
+                    workflow_row = wf_repo.get(self.workflow_id, owner_id)
+                else:
+                    workflow_row = wf_repo.get_by_legacy_id(
+                        self.workflow_id, owner_id,
+                    )
+                if workflow_row is None:
+                    return
+                WorkflowRunsRepository(conn).create(
+                    str(workflow_row["id"]),
+                    owner_id,
+                    run.status.value,
+                    inputs=run.inputs,
+                    result=run.outputs,
+                    steps=[step.model_dump(mode="json") for step in run.steps],
+                    started_at=run.created_at,
+                    ended_at=run.completed_at,
+                )
+        except Exception as e:
+            logger.error(f"Failed to save workflow run: {e}")
+
+    def _determine_run_status(self) -> ExecutionStatus:
+        if not self._engine or not self._engine.execution_log:
+            return ExecutionStatus.COMPLETED
+        for log in self._engine.execution_log:
+            if log.get("status") == ExecutionStatus.FAILED.value:
+                return ExecutionStatus.FAILED
+        return ExecutionStatus.COMPLETED
+
+    def _serialize_state(self, state: Dict[str, Any]) -> Dict[str, Any]:
+        serialized: Dict[str, Any] = {}
+        for key, value in state.items():
+            serialized[key] = self._serialize_state_value(value)
+        return serialized
+
+    def _serialize_state_value(self, value: Any) -> Any:
+        if isinstance(value, dict):
+            return {
+                str(dict_key): self._serialize_state_value(dict_value)
+                for dict_key, dict_value in value.items()
+            }
+        if isinstance(value, list):
+            return [self._serialize_state_value(item) for item in value]
+        if isinstance(value, tuple):
+            return [self._serialize_state_value(item) for item in value]
+        if isinstance(value, datetime):
+            return value.isoformat()
+        if isinstance(value, (str, int, float, bool, type(None))):
+            return value
+        return str(value)

application/agents/workflows/cel_evaluator.py

@@ -0,0 +1,64 @@
+from typing import Any, Dict
+
+import celpy
+import celpy.celtypes
+
+
+class CelEvaluationError(Exception):
+    pass
+
+
+def _convert_value(value: Any) -> Any:
+    if isinstance(value, bool):
+        return celpy.celtypes.BoolType(value)
+    if isinstance(value, int):
+        return celpy.celtypes.IntType(value)
+    if isinstance(value, float):
+        return celpy.celtypes.DoubleType(value)
+    if isinstance(value, str):
+        return celpy.celtypes.StringType(value)
+    if isinstance(value, list):
+        return celpy.celtypes.ListType([_convert_value(item) for item in value])
+    if isinstance(value, dict):
+        return celpy.celtypes.MapType(
+            {celpy.celtypes.StringType(k): _convert_value(v) for k, v in value.items()}
+        )
+    if value is None:
+        return celpy.celtypes.BoolType(False)
+    return celpy.celtypes.StringType(str(value))
+
+
+def build_activation(state: Dict[str, Any]) -> Dict[str, Any]:
+    return {k: _convert_value(v) for k, v in state.items()}
+
+
+def evaluate_cel(expression: str, state: Dict[str, Any]) -> Any:
+    if not expression or not expression.strip():
+        raise CelEvaluationError("Empty expression")
+    try:
+        env = celpy.Environment()
+        ast = env.compile(expression)
+        program = env.program(ast)
+        activation = build_activation(state)
+        result = program.evaluate(activation)
+    except celpy.CELEvalError as exc:
+        raise CelEvaluationError(f"CEL evaluation error: {exc}") from exc
+    except Exception as exc:
+        raise CelEvaluationError(f"CEL error: {exc}") from exc
+    return cel_to_python(result)
+
+
+def cel_to_python(value: Any) -> Any:
+    if isinstance(value, celpy.celtypes.BoolType):
+        return bool(value)
+    if isinstance(value, celpy.celtypes.IntType):
+        return int(value)
+    if isinstance(value, celpy.celtypes.DoubleType):
+        return float(value)
+    if isinstance(value, celpy.celtypes.StringType):
+        return str(value)
+    if isinstance(value, celpy.celtypes.ListType):
+        return [cel_to_python(item) for item in value]
+    if isinstance(value, celpy.celtypes.MapType):
+        return {str(k): cel_to_python(v) for k, v in value.items()}
+    return value

application/agents/workflows/node_agent.py

@@ -0,0 +1,104 @@
+"""Workflow Node Agents - defines specialized agents for workflow nodes."""
+
+from typing import Any, Dict, List, Optional, Type
+
+from application.agents.agentic_agent import AgenticAgent
+from application.agents.base import BaseAgent
+from application.agents.classic_agent import ClassicAgent
+from application.agents.research_agent import ResearchAgent
+from application.agents.workflows.schemas import AgentType
+
+
+class ToolFilterMixin:
+    """Mixin that filters fetched tools to only those specified in tool_ids."""
+
+    _allowed_tool_ids: List[str]
+
+    def _get_user_tools(self, user: str = "local") -> Dict[str, Dict[str, Any]]:
+        all_tools = super()._get_user_tools(user)
+        if not self._allowed_tool_ids:
+            return {}
+        filtered_tools = {
+            tool_id: tool
+            for tool_id, tool in all_tools.items()
+            if str(tool.get("_id", "")) in self._allowed_tool_ids
+        }
+        return filtered_tools
+
+    def _get_tools(self, api_key: str = None) -> Dict[str, Dict[str, Any]]:
+        all_tools = super()._get_tools(api_key)
+        if not self._allowed_tool_ids:
+            return {}
+        filtered_tools = {
+            tool_id: tool
+            for tool_id, tool in all_tools.items()
+            if str(tool.get("_id", "")) in self._allowed_tool_ids
+        }
+        return filtered_tools
+
+
+class _WorkflowNodeMixin:
+    """Common __init__ for all workflow node agents."""
+
+    def __init__(
+        self,
+        endpoint: str,
+        llm_name: str,
+        model_id: str,
+        api_key: str,
+        tool_ids: Optional[List[str]] = None,
+        **kwargs,
+    ):
+        super().__init__(
+            endpoint=endpoint,
+            llm_name=llm_name,
+            model_id=model_id,
+            api_key=api_key,
+            **kwargs,
+        )
+        self._allowed_tool_ids = tool_ids or []
+
+
+class WorkflowNodeClassicAgent(ToolFilterMixin, _WorkflowNodeMixin, ClassicAgent):
+    pass
+
+
+class WorkflowNodeAgenticAgent(ToolFilterMixin, _WorkflowNodeMixin, AgenticAgent):
+    pass
+
+
+class WorkflowNodeResearchAgent(ToolFilterMixin, _WorkflowNodeMixin, ResearchAgent):
+    pass
+
+
+class WorkflowNodeAgentFactory:
+
+    _agents: Dict[AgentType, Type[BaseAgent]] = {
+        AgentType.CLASSIC: WorkflowNodeClassicAgent,
+        AgentType.REACT: WorkflowNodeClassicAgent,  # backwards compat
+        AgentType.AGENTIC: WorkflowNodeAgenticAgent,
+        AgentType.RESEARCH: WorkflowNodeResearchAgent,
+    }
+
+    @classmethod
+    def create(
+        cls,
+        agent_type: AgentType,
+        endpoint: str,
+        llm_name: str,
+        model_id: str,
+        api_key: str,
+        tool_ids: Optional[List[str]] = None,
+        **kwargs,
+    ) -> BaseAgent:
+        agent_class = cls._agents.get(agent_type)
+        if not agent_class:
+            raise ValueError(f"Unsupported agent type: {agent_type}")
+        return agent_class(
+            endpoint=endpoint,
+            llm_name=llm_name,
+            model_id=model_id,
+            api_key=api_key,
+            tool_ids=tool_ids,
+            **kwargs,
+        )

application/agents/workflows/schemas.py

@@ -0,0 +1,168 @@
+from datetime import datetime, timezone
+from enum import Enum
+from typing import Any, Dict, List, Literal, Optional, Union
+
+from pydantic import BaseModel, ConfigDict, Field, field_validator
+
+
+class NodeType(str, Enum):
+    START = "start"
+    END = "end"
+    AGENT = "agent"
+    NOTE = "note"
+    STATE = "state"
+    CONDITION = "condition"
+
+
+class AgentType(str, Enum):
+    CLASSIC = "classic"
+    REACT = "react"
+    AGENTIC = "agentic"
+    RESEARCH = "research"
+
+
+class ExecutionStatus(str, Enum):
+    PENDING = "pending"
+    RUNNING = "running"
+    COMPLETED = "completed"
+    FAILED = "failed"
+
+
+class Position(BaseModel):
+    model_config = ConfigDict(extra="forbid")
+    x: float = 0.0
+    y: float = 0.0
+
+
+class AgentNodeConfig(BaseModel):
+    model_config = ConfigDict(extra="allow")
+    agent_type: AgentType = AgentType.CLASSIC
+    llm_name: Optional[str] = None
+    system_prompt: str = "You are a helpful assistant."
+    prompt_template: str = ""
+    output_variable: Optional[str] = None
+    stream_to_user: bool = True
+    tools: List[str] = Field(default_factory=list)
+    sources: List[str] = Field(default_factory=list)
+    chunks: str = "2"
+    retriever: str = ""
+    model_id: Optional[str] = None
+    json_schema: Optional[Dict[str, Any]] = None
+
+
+class ConditionCase(BaseModel):
+    model_config = ConfigDict(extra="forbid", populate_by_name=True)
+    name: Optional[str] = None
+    expression: str = ""
+    source_handle: str = Field(..., alias="sourceHandle")
+
+
+class ConditionNodeConfig(BaseModel):
+    model_config = ConfigDict(extra="allow")
+    mode: Literal["simple", "advanced"] = "simple"
+    cases: List[ConditionCase] = Field(default_factory=list)
+
+
+class StateOperation(BaseModel):
+    model_config = ConfigDict(extra="forbid")
+    expression: str = ""
+    target_variable: str = ""
+
+
+class WorkflowEdgeCreate(BaseModel):
+    model_config = ConfigDict(populate_by_name=True)
+    id: str
+    workflow_id: str
+    source_id: str = Field(..., alias="source")
+    target_id: str = Field(..., alias="target")
+    source_handle: Optional[str] = Field(None, alias="sourceHandle")
+    target_handle: Optional[str] = Field(None, alias="targetHandle")
+
+
+class WorkflowEdge(WorkflowEdgeCreate):
+    pass
+
+
+class WorkflowNodeCreate(BaseModel):
+    model_config = ConfigDict(extra="allow")
+    id: str
+    workflow_id: str
+    type: NodeType
+    title: str = "Node"
+    description: Optional[str] = None
+    position: Position = Field(default_factory=Position)
+    config: Dict[str, Any] = Field(default_factory=dict)
+
+    @field_validator("position", mode="before")
+    @classmethod
+    def parse_position(cls, v: Union[Dict[str, float], Position]) -> Position:
+        if isinstance(v, dict):
+            return Position(**v)
+        return v
+
+
+class WorkflowNode(WorkflowNodeCreate):
+    pass
+
+
+class WorkflowCreate(BaseModel):
+    model_config = ConfigDict(extra="allow")
+    name: str = "New Workflow"
+    description: Optional[str] = None
+    user: Optional[str] = None
+
+
+class Workflow(WorkflowCreate):
+    id: Optional[str] = None
+    created_at: datetime = Field(default_factory=lambda: datetime.now(timezone.utc))
+    updated_at: datetime = Field(default_factory=lambda: datetime.now(timezone.utc))
+
+
+class WorkflowGraph(BaseModel):
+    workflow: Workflow
+    nodes: List[WorkflowNode] = Field(default_factory=list)
+    edges: List[WorkflowEdge] = Field(default_factory=list)
+
+    def get_node_by_id(self, node_id: str) -> Optional[WorkflowNode]:
+        for node in self.nodes:
+            if node.id == node_id:
+                return node
+        return None
+
+    def get_start_node(self) -> Optional[WorkflowNode]:
+        for node in self.nodes:
+            if node.type == NodeType.START:
+                return node
+        return None
+
+    def get_outgoing_edges(self, node_id: str) -> List[WorkflowEdge]:
+        return [edge for edge in self.edges if edge.source_id == node_id]
+
+
+class NodeExecutionLog(BaseModel):
+    model_config = ConfigDict(extra="forbid")
+    node_id: str
+    node_type: str
+    status: ExecutionStatus
+    started_at: datetime
+    completed_at: Optional[datetime] = None
+    error: Optional[str] = None
+    state_snapshot: Dict[str, Any] = Field(default_factory=dict)
+
+
+class WorkflowRunCreate(BaseModel):
+    workflow_id: str
+    inputs: Dict[str, str] = Field(default_factory=dict)
+
+
+class WorkflowRun(BaseModel):
+    model_config = ConfigDict(extra="allow")
+    id: Optional[str] = None
+    workflow_id: str
+    user: Optional[str] = None
+    status: ExecutionStatus = ExecutionStatus.PENDING
+    inputs: Dict[str, str] = Field(default_factory=dict)
+    outputs: Dict[str, Any] = Field(default_factory=dict)
+    steps: List[NodeExecutionLog] = Field(default_factory=list)
+    created_at: datetime = Field(default_factory=lambda: datetime.now(timezone.utc))
+    completed_at: Optional[datetime] = None

application/agents/workflows/workflow_engine.py

@@ -0,0 +1,508 @@
+import json
+import logging
+from datetime import datetime, timezone
+from typing import Any, Dict, Generator, List, Optional, TYPE_CHECKING
+
+from application.agents.workflows.cel_evaluator import CelEvaluationError, evaluate_cel
+from application.agents.workflows.node_agent import WorkflowNodeAgentFactory
+from application.agents.workflows.schemas import (
+    AgentNodeConfig,
+    AgentType,
+    ConditionNodeConfig,
+    ExecutionStatus,
+    NodeExecutionLog,
+    NodeType,
+    WorkflowGraph,
+    WorkflowNode,
+)
+from application.core.json_schema_utils import (
+    JsonSchemaValidationError,
+    normalize_json_schema_payload,
+)
+from application.error import sanitize_api_error
+from application.templates.namespaces import NamespaceManager
+from application.templates.template_engine import TemplateEngine, TemplateRenderError
+
+try:
+    import jsonschema
+except ImportError:  # pragma: no cover - optional dependency in some deployments.
+    jsonschema = None
+
+if TYPE_CHECKING:
+    from application.agents.base import BaseAgent
+logger = logging.getLogger(__name__)
+
+StateValue = Any
+WorkflowState = Dict[str, StateValue]
+TEMPLATE_RESERVED_NAMESPACES = {"agent", "system", "source", "tools", "passthrough"}
+
+
+class WorkflowEngine:
+    MAX_EXECUTION_STEPS = 50
+
+    def __init__(self, graph: WorkflowGraph, agent: "BaseAgent"):
+        self.graph = graph
+        self.agent = agent
+        self.state: WorkflowState = {}
+        self.execution_log: List[Dict[str, Any]] = []
+        self._condition_result: Optional[str] = None
+        self._template_engine = TemplateEngine()
+        self._namespace_manager = NamespaceManager()
+
+    def execute(
+        self, initial_inputs: WorkflowState, query: str
+    ) -> Generator[Dict[str, str], None, None]:
+        self._initialize_state(initial_inputs, query)
+
+        start_node = self.graph.get_start_node()
+        if not start_node:
+            yield {"type": "error", "error": "No start node found in workflow."}
+            return
+        current_node_id: Optional[str] = start_node.id
+        steps = 0
+
+        while current_node_id and steps < self.MAX_EXECUTION_STEPS:
+            node = self.graph.get_node_by_id(current_node_id)
+            if not node:
+                yield {"type": "error", "error": f"Node {current_node_id} not found."}
+                break
+            log_entry = self._create_log_entry(node)
+
+            yield {
+                "type": "workflow_step",
+                "node_id": node.id,
+                "node_type": node.type.value,
+                "node_title": node.title,
+                "status": "running",
+            }
+
+            try:
+                yield from self._execute_node(node)
+                log_entry["status"] = ExecutionStatus.COMPLETED.value
+                log_entry["completed_at"] = datetime.now(timezone.utc)
+
+                output_key = f"node_{node.id}_output"
+                node_output = self.state.get(output_key)
+
+                yield {
+                    "type": "workflow_step",
+                    "node_id": node.id,
+                    "node_type": node.type.value,
+                    "node_title": node.title,
+                    "status": "completed",
+                    "state_snapshot": dict(self.state),
+                    "output": node_output,
+                }
+            except Exception as e:
+                logger.error(f"Error executing node {node.id}: {e}", exc_info=True)
+                log_entry["status"] = ExecutionStatus.FAILED.value
+                log_entry["error"] = str(e)
+                log_entry["completed_at"] = datetime.now(timezone.utc)
+                log_entry["state_snapshot"] = dict(self.state)
+                self.execution_log.append(log_entry)
+
+                user_friendly_error = sanitize_api_error(e)
+                yield {
+                    "type": "workflow_step",
+                    "node_id": node.id,
+                    "node_type": node.type.value,
+                    "node_title": node.title,
+                    "status": "failed",
+                    "state_snapshot": dict(self.state),
+                    "error": user_friendly_error,
+                }
+                yield {"type": "error", "error": user_friendly_error}
+                break
+            log_entry["state_snapshot"] = dict(self.state)
+            self.execution_log.append(log_entry)
+
+            if node.type == NodeType.END:
+                break
+            current_node_id = self._get_next_node_id(current_node_id)
+            if current_node_id is None and node.type != NodeType.END:
+                logger.warning(
+                    f"Branch ended at node '{node.title}' ({node.id}) without reaching an end node"
+                )
+            steps += 1
+        if steps >= self.MAX_EXECUTION_STEPS:
+            logger.warning(
+                f"Workflow reached max steps limit ({self.MAX_EXECUTION_STEPS})"
+            )
+
+    def _initialize_state(self, initial_inputs: WorkflowState, query: str) -> None:
+        self.state.update(initial_inputs)
+        self.state["query"] = query
+        self.state["chat_history"] = str(self.agent.chat_history)
+
+    def _create_log_entry(self, node: WorkflowNode) -> Dict[str, Any]:
+        return {
+            "node_id": node.id,
+            "node_type": node.type.value,
+            "started_at": datetime.now(timezone.utc),
+            "completed_at": None,
+            "status": ExecutionStatus.RUNNING.value,
+            "error": None,
+            "state_snapshot": {},
+        }
+
+    def _get_next_node_id(self, current_node_id: str) -> Optional[str]:
+        node = self.graph.get_node_by_id(current_node_id)
+        edges = self.graph.get_outgoing_edges(current_node_id)
+        if not edges:
+            return None
+
+        if node and node.type == NodeType.CONDITION and self._condition_result:
+            target_handle = self._condition_result
+            self._condition_result = None
+            for edge in edges:
+                if edge.source_handle == target_handle:
+                    return edge.target_id
+            return None
+
+        return edges[0].target_id
+
+    def _execute_node(
+        self, node: WorkflowNode
+    ) -> Generator[Dict[str, str], None, None]:
+        logger.info(f"Executing node {node.id} ({node.type.value})")
+
+        node_handlers = {
+            NodeType.START: self._execute_start_node,
+            NodeType.NOTE: self._execute_note_node,
+            NodeType.AGENT: self._execute_agent_node,
+            NodeType.STATE: self._execute_state_node,
+            NodeType.CONDITION: self._execute_condition_node,
+            NodeType.END: self._execute_end_node,
+        }
+
+        handler = node_handlers.get(node.type)
+        if handler:
+            yield from handler(node)
+
+    def _execute_start_node(
+        self, node: WorkflowNode
+    ) -> Generator[Dict[str, str], None, None]:
+        yield from ()
+
+    def _execute_note_node(
+        self, node: WorkflowNode
+    ) -> Generator[Dict[str, str], None, None]:
+        yield from ()
+
+    def _execute_agent_node(
+        self, node: WorkflowNode
+    ) -> Generator[Dict[str, str], None, None]:
+        from application.core.model_utils import (
+            get_api_key_for_provider,
+            get_model_capabilities,
+            get_provider_from_model_id,
+        )
+
+        node_config = AgentNodeConfig(**node.config.get("config", node.config))
+
+        if node_config.sources:
+            self._retrieve_node_sources(node_config)
+
+        if node_config.prompt_template:
+            formatted_prompt = self._format_template(node_config.prompt_template)
+        else:
+            formatted_prompt = self.state.get("query", "")
+        node_json_schema = self._normalize_node_json_schema(
+            node_config.json_schema, node.title
+        )
+        node_model_id = node_config.model_id or self.agent.model_id
+        # Inherit BYOM scope from parent agent so owner-stored BYOM
+        # resolves on shared workflows.
+        node_user_id = getattr(self.agent, "model_user_id", None) or (
+            self.agent.decoded_token.get("sub")
+            if isinstance(self.agent.decoded_token, dict)
+            else None
+        )
+        node_llm_name = (
+            node_config.llm_name
+            or get_provider_from_model_id(
+                node_model_id or "", user_id=node_user_id
+            )
+            or self.agent.llm_name
+        )
+        node_api_key = get_api_key_for_provider(node_llm_name) or self.agent.api_key
+
+        if node_json_schema and node_model_id:
+            model_capabilities = get_model_capabilities(
+                node_model_id, user_id=node_user_id
+            )
+            if model_capabilities and not model_capabilities.get(
+                "supports_structured_output", False
+            ):
+                raise ValueError(
+                    f'Model "{node_model_id}" does not support structured output for node "{node.title}"'
+                )
+
+        factory_kwargs = {
+            "agent_type": node_config.agent_type,
+            "endpoint": self.agent.endpoint,
+            "llm_name": node_llm_name,
+            "model_id": node_model_id,
+            "model_user_id": getattr(self.agent, "model_user_id", None),
+            "api_key": node_api_key,
+            "tool_ids": node_config.tools,
+            "prompt": node_config.system_prompt,
+            "chat_history": self.agent.chat_history,
+            "decoded_token": self.agent.decoded_token,
+            "json_schema": node_json_schema,
+        }
+
+        # Agentic/research agents need retriever_config for on-demand search
+        if node_config.agent_type in (AgentType.AGENTIC, AgentType.RESEARCH):
+            factory_kwargs["retriever_config"] = {
+                "source": {"active_docs": node_config.sources} if node_config.sources else {},
+                "retriever_name": node_config.retriever or "classic",
+                "chunks": int(node_config.chunks) if node_config.chunks else 2,
+                "model_id": node_model_id,
+                "llm_name": node_llm_name,
+                "api_key": node_api_key,
+                "decoded_token": self.agent.decoded_token,
+            }
+
+        node_agent = WorkflowNodeAgentFactory.create(**factory_kwargs)
+
+        full_response_parts: List[str] = []
+        structured_response_parts: List[str] = []
+        has_structured_response = False
+        first_chunk = True
+        for event in node_agent.gen(formatted_prompt):
+            if "answer" in event:
+                chunk = str(event["answer"])
+                full_response_parts.append(chunk)
+                if event.get("structured"):
+                    has_structured_response = True
+                    structured_response_parts.append(chunk)
+                if node_config.stream_to_user:
+                    if first_chunk and hasattr(self, "_has_streamed"):
+                        yield {"answer": "\n\n"}
+                        first_chunk = False
+                    yield event
+
+        if node_config.stream_to_user:
+            self._has_streamed = True
+
+        full_response = "".join(full_response_parts).strip()
+        output_value: Any = full_response
+        if has_structured_response:
+            structured_response = "".join(structured_response_parts).strip()
+            response_to_parse = structured_response or full_response
+            parsed_success, parsed_structured = self._parse_structured_output(
+                response_to_parse
+            )
+            output_value = parsed_structured if parsed_success else response_to_parse
+            if node_json_schema:
+                self._validate_structured_output(node_json_schema, output_value)
+        elif node_json_schema:
+            parsed_success, parsed_structured = self._parse_structured_output(
+                full_response
+            )
+            if not parsed_success:
+                raise ValueError(
+                    "Structured output was expected but response was not valid JSON"
+                )
+            output_value = parsed_structured
+            self._validate_structured_output(node_json_schema, output_value)
+
+        default_output_key = f"node_{node.id}_output"
+        self.state[default_output_key] = output_value
+
+        if node_config.output_variable:
+            self.state[node_config.output_variable] = output_value
+
+    def _execute_state_node(
+        self, node: WorkflowNode
+    ) -> Generator[Dict[str, str], None, None]:
+        config = node.config.get("config", node.config)
+        for op in config.get("operations", []):
+            expression = op.get("expression", "")
+            target_variable = op.get("target_variable", "")
+            if expression and target_variable:
+                self.state[target_variable] = evaluate_cel(expression, self.state)
+        yield from ()
+
+    def _execute_condition_node(
+        self, node: WorkflowNode
+    ) -> Generator[Dict[str, str], None, None]:
+        config = ConditionNodeConfig(**node.config.get("config", node.config))
+        matched_handle = None
+
+        for case in config.cases:
+            if not case.expression.strip():
+                continue
+            try:
+                if evaluate_cel(case.expression, self.state):
+                    matched_handle = case.source_handle
+                    break
+            except CelEvaluationError:
+                continue
+
+        self._condition_result = matched_handle or "else"
+        yield from ()
+
+    def _execute_end_node(
+        self, node: WorkflowNode
+    ) -> Generator[Dict[str, str], None, None]:
+        config = node.config.get("config", node.config)
+        output_template = str(config.get("output_template", ""))
+        if output_template:
+            formatted_output = self._format_template(output_template)
+            yield {"answer": formatted_output}
+
+    def _parse_structured_output(self, raw_response: str) -> tuple[bool, Optional[Any]]:
+        normalized_response = raw_response.strip()
+        if not normalized_response:
+            return False, None
+
+        try:
+            return True, json.loads(normalized_response)
+        except json.JSONDecodeError:
+            logger.warning(
+                "Workflow agent returned structured output that was not valid JSON"
+            )
+            return False, None
+
+    def _normalize_node_json_schema(
+        self, schema: Optional[Dict[str, Any]], node_title: str
+    ) -> Optional[Dict[str, Any]]:
+        if schema is None:
+            return None
+        try:
+            return normalize_json_schema_payload(schema)
+        except JsonSchemaValidationError as exc:
+            raise ValueError(
+                f'Invalid JSON schema for node "{node_title}": {exc}'
+            ) from exc
+
+    def _validate_structured_output(self, schema: Dict[str, Any], output_value: Any) -> None:
+        if jsonschema is None:
+            logger.warning(
+                "jsonschema package is not available, skipping structured output validation"
+            )
+            return
+
+        try:
+            normalized_schema = normalize_json_schema_payload(schema)
+        except JsonSchemaValidationError as exc:
+            raise ValueError(f"Invalid JSON schema: {exc}") from exc
+
+        try:
+            jsonschema.validate(instance=output_value, schema=normalized_schema)
+        except jsonschema.exceptions.ValidationError as exc:
+            raise ValueError(f"Structured output did not match schema: {exc.message}") from exc
+        except jsonschema.exceptions.SchemaError as exc:
+            raise ValueError(f"Invalid JSON schema: {exc.message}") from exc
+
+    def _format_template(self, template: str) -> str:
+        context = self._build_template_context()
+        try:
+            return self._template_engine.render(template, context)
+        except TemplateRenderError as e:
+            logger.warning(
+                "Workflow template rendering failed, using raw template: %s", str(e)
+            )
+            return template
+
+    def _build_template_context(self) -> Dict[str, Any]:
+        docs, docs_together = self._get_source_template_data()
+        passthrough_data = (
+            self.state.get("passthrough")
+            if isinstance(self.state.get("passthrough"), dict)
+            else None
+        )
+        tools_data = (
+            self.state.get("tools") if isinstance(self.state.get("tools"), dict) else None
+        )
+
+        context = self._namespace_manager.build_context(
+            user_id=getattr(self.agent, "user", None),
+            request_id=getattr(self.agent, "request_id", None),
+            passthrough_data=passthrough_data,
+            docs=docs,
+            docs_together=docs_together,
+            tools_data=tools_data,
+        )
+
+        agent_context: Dict[str, Any] = {}
+        for key, value in self.state.items():
+            if not isinstance(key, str):
+                continue
+            normalized_key = key.strip()
+            if not normalized_key:
+                continue
+            agent_context[normalized_key] = value
+
+        context["agent"] = agent_context
+
+        # Keep legacy top-level variables working while namespaced variables are adopted.
+        for key, value in agent_context.items():
+            if key in TEMPLATE_RESERVED_NAMESPACES:
+                context[f"agent_{key}"] = value
+                continue
+            if key not in context:
+                context[key] = value
+
+        return context
+
+    def _get_source_template_data(self) -> tuple[Optional[List[Dict[str, Any]]], Optional[str]]:
+        docs = getattr(self.agent, "retrieved_docs", None)
+        if not isinstance(docs, list) or len(docs) == 0:
+            return None, None
+
+        docs_together_parts: List[str] = []
+        for doc in docs:
+            if not isinstance(doc, dict):
+                continue
+            text = doc.get("text")
+            if not isinstance(text, str):
+                continue
+
+            filename = doc.get("filename") or doc.get("title") or doc.get("source")
+            if isinstance(filename, str) and filename.strip():
+                docs_together_parts.append(f"{filename}\n{text}")
+            else:
+                docs_together_parts.append(text)
+
+        docs_together = "\n\n".join(docs_together_parts) if docs_together_parts else None
+        return docs, docs_together
+
+    def _retrieve_node_sources(self, node_config: AgentNodeConfig) -> None:
+        """Retrieve documents from the node's sources for template resolution."""
+        from application.retriever.retriever_creator import RetrieverCreator
+
+        query = self.state.get("query", "")
+        if not query:
+            return
+
+        try:
+            retriever = RetrieverCreator.create_retriever(
+                node_config.retriever or "classic",
+                source={"active_docs": node_config.sources},
+                chat_history=[],
+                prompt="",
+                chunks=int(node_config.chunks) if node_config.chunks else 2,
+                decoded_token=self.agent.decoded_token,
+            )
+            docs = retriever.search(query)
+            if docs:
+                self.agent.retrieved_docs = docs
+        except Exception:
+            logger.exception("Failed to retrieve docs for workflow node")
+
+    def get_execution_summary(self) -> List[NodeExecutionLog]:
+        return [
+            NodeExecutionLog(
+                node_id=log["node_id"],
+                node_type=log["node_type"],
+                status=ExecutionStatus(log["status"]),
+                started_at=log["started_at"],
+                completed_at=log.get("completed_at"),
+                error=log.get("error"),
+                state_snapshot=log.get("state_snapshot", {}),
+            )
+            for log in self.execution_log
+        ]

application/alembic.ini

@@ -0,0 +1,52 @@
+# Alembic configuration for the DocsGPT user-data Postgres database.
+#
+# The SQLAlchemy URL is deliberately NOT set here — env.py reads it from
+# ``application.core.settings.settings.POSTGRES_URI`` so the same config
+# source serves the running app and migrations. To run from the project
+# root::
+#
+#     alembic -c application/alembic.ini upgrade head
+
+[alembic]
+script_location = %(here)s/alembic
+prepend_sys_path = ..
+version_path_separator = os
+
+# sqlalchemy.url is intentionally left blank — env.py supplies it.
+sqlalchemy.url =
+
+[post_write_hooks]
+
+[loggers]
+keys = root,sqlalchemy,alembic
+
+[handlers]
+keys = console
+
+[formatters]
+keys = generic
+
+[logger_root]
+level = WARNING
+handlers = console
+qualname =
+
+[logger_sqlalchemy]
+level = WARNING
+handlers =
+qualname = sqlalchemy.engine
+
+[logger_alembic]
+level = INFO
+handlers =
+qualname = alembic
+
+[handler_console]
+class = StreamHandler
+args = (sys.stderr,)
+level = NOTSET
+formatter = generic
+
+[formatter_generic]
+format = %(levelname)-5.5s [%(name)s] %(message)s
+datefmt = %H:%M:%S

application/alembic/env.py

@@ -0,0 +1,82 @@
+"""Alembic environment for the DocsGPT user-data Postgres database.
+
+The URL is pulled from ``application.core.settings`` rather than
+``alembic.ini`` so that a single ``POSTGRES_URI`` env var drives both the
+running app and ``alembic`` CLI invocations.
+"""
+
+import sys
+from logging.config import fileConfig
+from pathlib import Path
+
+# Make the project root importable regardless of cwd. env.py lives at
+# <repo>/application/alembic/env.py, so parents[2] is the repo root.
+_PROJECT_ROOT = Path(__file__).resolve().parents[2]
+if str(_PROJECT_ROOT) not in sys.path:
+    sys.path.insert(0, str(_PROJECT_ROOT))
+
+from alembic import context  # noqa: E402
+from sqlalchemy import engine_from_config, pool  # noqa: E402
+
+from application.core.settings import settings  # noqa: E402
+from application.storage.db.models import metadata as target_metadata  # noqa: E402
+
+config = context.config
+
+# Populate the runtime URL from settings.
+if settings.POSTGRES_URI:
+    config.set_main_option("sqlalchemy.url", settings.POSTGRES_URI)
+
+if config.config_file_name is not None:
+    fileConfig(config.config_file_name)
+
+
+def run_migrations_offline() -> None:
+    """Run migrations in 'offline' mode (emits SQL without a live DB)."""
+    url = config.get_main_option("sqlalchemy.url")
+    if not url:
+        raise RuntimeError(
+            "POSTGRES_URI is not configured. Set it in your .env to a "
+            "psycopg3 URI such as "
+            "'postgresql+psycopg://user:pass@host:5432/docsgpt'."
+        )
+    context.configure(
+        url=url,
+        target_metadata=target_metadata,
+        literal_binds=True,
+        dialect_opts={"paramstyle": "named"},
+        compare_type=True,
+    )
+    with context.begin_transaction():
+        context.run_migrations()
+
+
+def run_migrations_online() -> None:
+    """Run migrations in 'online' mode against a live connection."""
+    if not config.get_main_option("sqlalchemy.url"):
+        raise RuntimeError(
+            "POSTGRES_URI is not configured. Set it in your .env to a "
+            "psycopg3 URI such as "
+            "'postgresql+psycopg://user:pass@host:5432/docsgpt'."
+        )
+    connectable = engine_from_config(
+        config.get_section(config.config_ini_section, {}),
+        prefix="sqlalchemy.",
+        poolclass=pool.NullPool,
+        future=True,
+    )
+
+    with connectable.connect() as connection:
+        context.configure(
+            connection=connection,
+            target_metadata=target_metadata,
+            compare_type=True,
+        )
+        with context.begin_transaction():
+            context.run_migrations()
+
+
+if context.is_offline_mode():
+    run_migrations_offline()
+else:
+    run_migrations_online()

application/alembic/script.py.mako

@@ -0,0 +1,26 @@
+"""${message}
+
+Revision ID: ${up_revision}
+Revises: ${down_revision | comma,n}
+Create Date: ${create_date}
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+${imports if imports else ""}
+
+# revision identifiers, used by Alembic.
+revision: str = ${repr(up_revision)}
+down_revision: Union[str, None] = ${repr(down_revision)}
+branch_labels: Union[str, Sequence[str], None] = ${repr(branch_labels)}
+depends_on: Union[str, Sequence[str], None] = ${repr(depends_on)}
+
+
+def upgrade() -> None:
+    ${upgrades if upgrades else "pass"}
+
+
+def downgrade() -> None:
+    ${downgrades if downgrades else "pass"}

application/alembic/versions/0001_initial.py

@@ -0,0 +1,927 @@
+"""0001 initial schema — consolidated baseline for user-data tables.
+
+Revision ID: 0001_initial
+Revises:
+Create Date: 2026-04-13
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+
+
+revision: str = "0001_initial"
+down_revision: Union[str, None] = None
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ------------------------------------------------------------------
+    # Extensions
+    # ------------------------------------------------------------------
+    op.execute('CREATE EXTENSION IF NOT EXISTS "pgcrypto";')
+    op.execute('CREATE EXTENSION IF NOT EXISTS "citext";')
+
+    # ------------------------------------------------------------------
+    # Trigger functions
+    # ------------------------------------------------------------------
+    op.execute(
+        """
+        CREATE FUNCTION set_updated_at() RETURNS trigger
+        LANGUAGE plpgsql AS $$
+        BEGIN
+            NEW.updated_at = now();
+            RETURN NEW;
+        END;
+        $$;
+        """
+    )
+
+    op.execute(
+        """
+        CREATE FUNCTION ensure_user_exists() RETURNS trigger
+        LANGUAGE plpgsql AS $$
+        BEGIN
+            IF NEW.user_id IS NOT NULL THEN
+                INSERT INTO users (user_id) VALUES (NEW.user_id)
+                ON CONFLICT (user_id) DO NOTHING;
+            END IF;
+            RETURN NEW;
+        END;
+        $$;
+        """
+    )
+
+    op.execute(
+        """
+        CREATE FUNCTION cleanup_message_attachment_refs() RETURNS trigger
+        LANGUAGE plpgsql AS $$
+        BEGIN
+            UPDATE conversation_messages
+            SET attachments = array_remove(attachments, OLD.id)
+            WHERE OLD.id = ANY(attachments);
+            RETURN OLD;
+        END;
+        $$;
+        """
+    )
+
+    op.execute(
+        """
+        CREATE FUNCTION cleanup_agent_extra_source_refs() RETURNS trigger
+        LANGUAGE plpgsql AS $$
+        BEGIN
+            UPDATE agents
+            SET extra_source_ids = array_remove(extra_source_ids, OLD.id)
+            WHERE OLD.id = ANY(extra_source_ids);
+            RETURN OLD;
+        END;
+        $$;
+        """
+    )
+
+    op.execute(
+        """
+        CREATE FUNCTION cleanup_user_agent_prefs() RETURNS trigger
+        LANGUAGE plpgsql AS $$
+        DECLARE
+            agent_id_text text := OLD.id::text;
+        BEGIN
+            UPDATE users
+            SET agent_preferences = jsonb_set(
+                jsonb_set(
+                    agent_preferences,
+                    '{pinned}',
+                    COALESCE((
+                        SELECT jsonb_agg(e)
+                        FROM jsonb_array_elements(
+                            COALESCE(agent_preferences->'pinned', '[]'::jsonb)
+                        ) e
+                        WHERE (e #>> '{}') <> agent_id_text
+                    ), '[]'::jsonb)
+                ),
+                '{shared_with_me}',
+                COALESCE((
+                    SELECT jsonb_agg(e)
+                    FROM jsonb_array_elements(
+                        COALESCE(agent_preferences->'shared_with_me', '[]'::jsonb)
+                    ) e
+                    WHERE (e #>> '{}') <> agent_id_text
+                ), '[]'::jsonb)
+            )
+            WHERE agent_preferences->'pinned' @> to_jsonb(agent_id_text)
+               OR agent_preferences->'shared_with_me' @> to_jsonb(agent_id_text);
+            RETURN OLD;
+        END;
+        $$;
+        """
+    )
+
+    op.execute(
+        """
+        CREATE FUNCTION conversation_messages_fill_user_id() RETURNS trigger
+        LANGUAGE plpgsql AS $$
+        BEGIN
+            IF NEW.user_id IS NULL THEN
+                SELECT user_id INTO NEW.user_id
+                FROM conversations
+                WHERE id = NEW.conversation_id;
+            END IF;
+            RETURN NEW;
+        END;
+        $$;
+        """
+    )
+
+    # ------------------------------------------------------------------
+    # Tables
+    # ------------------------------------------------------------------
+    op.execute(
+        """
+        CREATE TABLE users (
+            id                UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id           TEXT NOT NULL UNIQUE,
+            agent_preferences JSONB NOT NULL
+                              DEFAULT '{"pinned": [], "shared_with_me": []}'::jsonb,
+            created_at        TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at        TIMESTAMPTZ NOT NULL DEFAULT now()
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE prompts (
+            id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id         TEXT NOT NULL,
+            name            TEXT NOT NULL,
+            content         TEXT NOT NULL,
+            created_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            legacy_mongo_id TEXT
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE user_tools (
+            id                  UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id             TEXT NOT NULL,
+            name                TEXT NOT NULL,
+            custom_name         TEXT,
+            display_name        TEXT,
+            description         TEXT,
+            config              JSONB NOT NULL DEFAULT '{}'::jsonb,
+            config_requirements JSONB NOT NULL DEFAULT '{}'::jsonb,
+            actions             JSONB NOT NULL DEFAULT '[]'::jsonb,
+            status              BOOLEAN NOT NULL DEFAULT true,
+            created_at          TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at          TIMESTAMPTZ NOT NULL DEFAULT now(),
+            legacy_mongo_id     TEXT
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE token_usage (
+            id               BIGSERIAL PRIMARY KEY,
+            user_id          TEXT,
+            api_key          TEXT,
+            agent_id         UUID,
+            prompt_tokens    INTEGER NOT NULL DEFAULT 0,
+            generated_tokens INTEGER NOT NULL DEFAULT 0,
+            timestamp        TIMESTAMPTZ NOT NULL DEFAULT now(),
+            mongo_id         TEXT
+        );
+        """
+    )
+    op.execute(
+        "ALTER TABLE token_usage ADD CONSTRAINT token_usage_attribution_chk "
+        "CHECK (user_id IS NOT NULL OR api_key IS NOT NULL) NOT VALID;"
+    )
+
+    op.execute(
+        """
+        CREATE TABLE user_logs (
+            id        BIGSERIAL PRIMARY KEY,
+            user_id   TEXT,
+            endpoint  TEXT,
+            timestamp TIMESTAMPTZ NOT NULL DEFAULT now(),
+            data      JSONB,
+            mongo_id  TEXT
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE stack_logs (
+            id          BIGSERIAL PRIMARY KEY,
+            activity_id TEXT NOT NULL,
+            endpoint    TEXT,
+            level       TEXT,
+            user_id     TEXT,
+            api_key     TEXT,
+            query       TEXT,
+            stacks      JSONB NOT NULL DEFAULT '[]'::jsonb,
+            timestamp   TIMESTAMPTZ NOT NULL DEFAULT now(),
+            mongo_id    TEXT
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE agent_folders (
+            id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id         TEXT NOT NULL,
+            name            TEXT NOT NULL,
+            description     TEXT,
+            parent_id       UUID REFERENCES agent_folders(id) ON DELETE SET NULL,
+            created_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            legacy_mongo_id TEXT
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE sources (
+            id                  UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id             TEXT NOT NULL,
+            name                TEXT NOT NULL,
+            language            TEXT,
+            date                TIMESTAMPTZ NOT NULL DEFAULT now(),
+            model               TEXT,
+            type                TEXT,
+            metadata            JSONB NOT NULL DEFAULT '{}'::jsonb,
+            retriever           TEXT,
+            sync_frequency      TEXT,
+            tokens              TEXT,
+            file_path           TEXT,
+            remote_data         JSONB,
+            directory_structure JSONB,
+            file_name_map       JSONB,
+            created_at          TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at          TIMESTAMPTZ NOT NULL DEFAULT now(),
+            legacy_mongo_id     TEXT
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE agents (
+            id                           UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id                      TEXT NOT NULL,
+            name                         TEXT NOT NULL,
+            description                  TEXT,
+            agent_type                   TEXT,
+            status                       TEXT NOT NULL,
+            key                          CITEXT UNIQUE,
+            image                        TEXT,
+            source_id                    UUID REFERENCES sources(id) ON DELETE SET NULL,
+            extra_source_ids             UUID[] NOT NULL DEFAULT '{}',
+            chunks                       INTEGER,
+            retriever                    TEXT,
+            prompt_id                    UUID REFERENCES prompts(id) ON DELETE SET NULL,
+            tools                        JSONB NOT NULL DEFAULT '[]'::jsonb,
+            json_schema                  JSONB,
+            models                       JSONB,
+            default_model_id             TEXT,
+            folder_id                    UUID REFERENCES agent_folders(id) ON DELETE SET NULL,
+            workflow_id                  UUID,
+            limited_token_mode           BOOLEAN NOT NULL DEFAULT false,
+            token_limit                  INTEGER,
+            limited_request_mode         BOOLEAN NOT NULL DEFAULT false,
+            request_limit                INTEGER,
+            allow_system_prompt_override BOOLEAN NOT NULL DEFAULT false,
+            shared                       BOOLEAN NOT NULL DEFAULT false,
+            shared_token                 CITEXT UNIQUE,
+            shared_metadata              JSONB,
+            incoming_webhook_token       CITEXT UNIQUE,
+            created_at                   TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at                   TIMESTAMPTZ NOT NULL DEFAULT now(),
+            last_used_at                 TIMESTAMPTZ,
+            legacy_mongo_id              TEXT
+        );
+        """
+    )
+    op.execute(
+        "ALTER TABLE token_usage ADD CONSTRAINT token_usage_agent_fk "
+        "FOREIGN KEY (agent_id) REFERENCES agents(id) ON DELETE SET NULL;"
+    )
+
+    op.execute(
+        """
+        CREATE TABLE attachments (
+            id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id         TEXT NOT NULL,
+            filename        TEXT NOT NULL,
+            upload_path     TEXT NOT NULL,
+            mime_type       TEXT,
+            size            BIGINT,
+            content         TEXT,
+            token_count     INTEGER,
+            openai_file_id  TEXT,
+            google_file_uri TEXT,
+            metadata        JSONB,
+            created_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            legacy_mongo_id TEXT
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE memories (
+            id         UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id    TEXT NOT NULL,
+            tool_id    UUID REFERENCES user_tools(id) ON DELETE CASCADE,
+            path       TEXT NOT NULL,
+            content    TEXT NOT NULL,
+            created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE todos (
+            id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id         TEXT NOT NULL,
+            tool_id         UUID REFERENCES user_tools(id) ON DELETE CASCADE,
+            todo_id         INTEGER,
+            title           TEXT NOT NULL,
+            completed       BOOLEAN NOT NULL DEFAULT false,
+            metadata        JSONB NOT NULL DEFAULT '{}'::jsonb,
+            created_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            legacy_mongo_id TEXT
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE notes (
+            id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id         TEXT NOT NULL,
+            tool_id         UUID REFERENCES user_tools(id) ON DELETE CASCADE,
+            title           TEXT NOT NULL,
+            content         TEXT NOT NULL,
+            metadata        JSONB NOT NULL DEFAULT '{}'::jsonb,
+            created_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            legacy_mongo_id TEXT
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE connector_sessions (
+            id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id         TEXT NOT NULL,
+            provider        TEXT NOT NULL,
+            server_url      TEXT,
+            session_token   TEXT UNIQUE,
+            user_email      TEXT,
+            status          TEXT,
+            token_info      JSONB,
+            session_data    JSONB NOT NULL DEFAULT '{}'::jsonb,
+            expires_at      TIMESTAMPTZ,
+            created_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            legacy_mongo_id TEXT
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE conversations (
+            id                   UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id              TEXT NOT NULL,
+            agent_id             UUID REFERENCES agents(id) ON DELETE SET NULL,
+            name                 TEXT,
+            api_key              TEXT,
+            is_shared_usage      BOOLEAN NOT NULL DEFAULT false,
+            shared_token         TEXT,
+            date                 TIMESTAMPTZ NOT NULL DEFAULT now(),
+            created_at           TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at           TIMESTAMPTZ NOT NULL DEFAULT now(),
+            shared_with          TEXT[] NOT NULL DEFAULT '{}'::text[],
+            compression_metadata JSONB,
+            legacy_mongo_id      TEXT,
+            CONSTRAINT conversations_api_key_nonempty_chk
+                CHECK (api_key IS NULL OR api_key <> '')
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE conversation_messages (
+            id               UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            conversation_id  UUID NOT NULL REFERENCES conversations(id) ON DELETE CASCADE,
+            position         INTEGER NOT NULL,
+            prompt           TEXT,
+            response         TEXT,
+            thought          TEXT,
+            sources          JSONB NOT NULL DEFAULT '[]'::jsonb,
+            tool_calls       JSONB NOT NULL DEFAULT '[]'::jsonb,
+            attachments      UUID[] NOT NULL DEFAULT '{}'::uuid[],
+            model_id         TEXT,
+            message_metadata JSONB NOT NULL DEFAULT '{}'::jsonb,
+            feedback         JSONB,
+            timestamp        TIMESTAMPTZ NOT NULL DEFAULT now(),
+            user_id          TEXT NOT NULL,
+            updated_at       TIMESTAMPTZ NOT NULL DEFAULT now()
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE shared_conversations (
+            id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            conversation_id UUID NOT NULL REFERENCES conversations(id) ON DELETE CASCADE,
+            user_id         TEXT NOT NULL,
+            is_promptable   BOOLEAN NOT NULL DEFAULT false,
+            created_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            uuid            UUID NOT NULL,
+            first_n_queries INTEGER NOT NULL DEFAULT 0,
+            api_key         TEXT,
+            prompt_id       UUID REFERENCES prompts(id) ON DELETE SET NULL,
+            chunks          INTEGER,
+            CONSTRAINT shared_conversations_api_key_nonempty_chk
+                CHECK (api_key IS NULL OR api_key <> '')
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE pending_tool_state (
+            id                 UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            conversation_id    UUID NOT NULL REFERENCES conversations(id) ON DELETE CASCADE,
+            user_id            TEXT NOT NULL,
+            messages           JSONB NOT NULL,
+            pending_tool_calls JSONB NOT NULL,
+            tools_dict         JSONB NOT NULL,
+            tool_schemas       JSONB NOT NULL,
+            agent_config       JSONB NOT NULL,
+            client_tools       JSONB,
+            created_at         TIMESTAMPTZ NOT NULL DEFAULT now(),
+            expires_at         TIMESTAMPTZ NOT NULL
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE workflows (
+            id                    UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id               TEXT NOT NULL,
+            name                  TEXT NOT NULL,
+            description           TEXT,
+            created_at            TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at            TIMESTAMPTZ NOT NULL DEFAULT now(),
+            current_graph_version INTEGER NOT NULL DEFAULT 1,
+            legacy_mongo_id       TEXT
+        );
+        """
+    )
+    # Backfill the agents.workflow_id FK now that workflows exists.
+    # The column was created without a FK (forward reference to a table
+    # that hadn't been declared yet); add the constraint here so workflow
+    # deletion still cascades through to agent unset.
+    op.execute(
+        "ALTER TABLE agents ADD CONSTRAINT agents_workflow_fk "
+        "FOREIGN KEY (workflow_id) REFERENCES workflows(id) ON DELETE SET NULL;"
+    )
+
+    op.execute(
+        """
+        CREATE TABLE workflow_nodes (
+            id              UUID DEFAULT gen_random_uuid() NOT NULL,
+            workflow_id     UUID NOT NULL REFERENCES workflows(id) ON DELETE CASCADE,
+            graph_version   INTEGER NOT NULL,
+            node_type       TEXT NOT NULL,
+            config          JSONB NOT NULL DEFAULT '{}'::jsonb,
+            node_id         TEXT NOT NULL,
+            title           TEXT,
+            description     TEXT,
+            position        JSONB NOT NULL DEFAULT '{"x": 0, "y": 0}'::jsonb,
+            legacy_mongo_id TEXT,
+            PRIMARY KEY (id),
+            CONSTRAINT workflow_nodes_id_wf_ver_key
+                UNIQUE (id, workflow_id, graph_version)
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE workflow_edges (
+            id            UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            workflow_id   UUID NOT NULL REFERENCES workflows(id) ON DELETE CASCADE,
+            graph_version INTEGER NOT NULL,
+            from_node_id  UUID NOT NULL,
+            to_node_id    UUID NOT NULL,
+            config        JSONB NOT NULL DEFAULT '{}'::jsonb,
+            edge_id       TEXT NOT NULL,
+            source_handle TEXT,
+            target_handle TEXT,
+            CONSTRAINT workflow_edges_from_node_fk
+                FOREIGN KEY (from_node_id, workflow_id, graph_version)
+                REFERENCES workflow_nodes(id, workflow_id, graph_version) ON DELETE CASCADE,
+            CONSTRAINT workflow_edges_to_node_fk
+                FOREIGN KEY (to_node_id, workflow_id, graph_version)
+                REFERENCES workflow_nodes(id, workflow_id, graph_version) ON DELETE CASCADE
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE workflow_runs (
+            id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            workflow_id     UUID NOT NULL REFERENCES workflows(id) ON DELETE CASCADE,
+            user_id         TEXT NOT NULL,
+            status          TEXT NOT NULL,
+            started_at      TIMESTAMPTZ NOT NULL DEFAULT now(),
+            ended_at        TIMESTAMPTZ,
+            result          JSONB,
+            inputs          JSONB,
+            steps           JSONB NOT NULL DEFAULT '[]'::jsonb,
+            legacy_mongo_id TEXT,
+            CONSTRAINT workflow_runs_status_chk
+                CHECK (status IN ('pending', 'running', 'completed', 'failed'))
+        );
+        """
+    )
+
+    # ------------------------------------------------------------------
+    # Indexes
+    # ------------------------------------------------------------------
+    op.execute("CREATE INDEX agent_folders_user_idx ON agent_folders (user_id);")
+
+    op.execute("CREATE INDEX agents_user_idx   ON agents (user_id);")
+    op.execute("CREATE INDEX agents_shared_idx ON agents (shared) WHERE shared = true;")
+    op.execute("CREATE INDEX agents_status_idx ON agents (status);")
+    op.execute("CREATE INDEX agents_source_id_idx ON agents (source_id);")
+    op.execute("CREATE INDEX agents_prompt_id_idx ON agents (prompt_id);")
+    op.execute("CREATE INDEX agents_folder_id_idx ON agents (folder_id);")
+    op.execute(
+        "CREATE UNIQUE INDEX agents_legacy_mongo_id_uidx "
+        "ON agents (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+
+    op.execute("CREATE INDEX attachments_user_idx ON attachments (user_id);")
+    op.execute(
+        "CREATE UNIQUE INDEX attachments_legacy_mongo_id_uidx "
+        "ON attachments (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+
+    op.execute(
+        # MCP and OAuth connectors share the ``provider`` slot, so the
+        # dedup key is ``(user_id, server_url, provider)``: MCP rows
+        # differentiate by server_url (one per MCP server), OAuth rows
+        # have server_url = NULL and differentiate by provider alone.
+        # COALESCE lets NULL server_url participate in the constraint.
+        "CREATE UNIQUE INDEX connector_sessions_user_endpoint_uidx "
+        "ON connector_sessions (user_id, COALESCE(server_url, ''), provider);"
+    )
+    op.execute(
+        "CREATE INDEX connector_sessions_expiry_idx "
+        "ON connector_sessions (expires_at) WHERE expires_at IS NOT NULL;"
+    )
+    op.execute(
+        "CREATE INDEX connector_sessions_server_url_idx "
+        "ON connector_sessions (server_url) WHERE server_url IS NOT NULL;"
+    )
+    op.execute(
+        "CREATE UNIQUE INDEX connector_sessions_legacy_mongo_id_uidx "
+        "ON connector_sessions (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+
+    op.execute(
+        "CREATE UNIQUE INDEX conversation_messages_conv_pos_uidx "
+        "ON conversation_messages (conversation_id, position);"
+    )
+    op.execute(
+        "CREATE INDEX conversation_messages_user_ts_idx "
+        "ON conversation_messages (user_id, timestamp DESC);"
+    )
+
+    op.execute("CREATE INDEX conversations_user_date_idx ON conversations (user_id, date DESC);")
+    op.execute("CREATE INDEX conversations_agent_idx    ON conversations (agent_id);")
+    op.execute(
+        "CREATE UNIQUE INDEX conversations_shared_token_uidx "
+        "ON conversations (shared_token) WHERE shared_token IS NOT NULL;"
+    )
+    op.execute(
+        "CREATE INDEX conversations_api_key_date_idx "
+        "ON conversations (api_key, date DESC) WHERE api_key IS NOT NULL;"
+    )
+    op.execute(
+        "CREATE UNIQUE INDEX conversations_legacy_mongo_id_uidx "
+        "ON conversations (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+
+    op.execute(
+        "CREATE UNIQUE INDEX memories_user_tool_path_uidx "
+        "ON memories (user_id, tool_id, path);"
+    )
+    op.execute(
+        "CREATE UNIQUE INDEX memories_user_path_null_tool_uidx "
+        "ON memories (user_id, path) WHERE tool_id IS NULL;"
+    )
+    op.execute(
+        "CREATE INDEX memories_path_prefix_idx "
+        "ON memories (user_id, tool_id, path text_pattern_ops);"
+    )
+    op.execute("CREATE INDEX memories_tool_id_idx ON memories (tool_id);")
+
+    op.execute("CREATE UNIQUE INDEX notes_user_tool_uidx ON notes (user_id, tool_id);")
+    op.execute("CREATE INDEX notes_tool_id_idx ON notes (tool_id);")
+    op.execute(
+        "CREATE UNIQUE INDEX notes_legacy_mongo_id_uidx "
+        "ON notes (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+
+    op.execute(
+        "CREATE UNIQUE INDEX pending_tool_state_conv_user_uidx "
+        "ON pending_tool_state (conversation_id, user_id);"
+    )
+    op.execute(
+        "CREATE INDEX pending_tool_state_expires_idx ON pending_tool_state (expires_at);"
+    )
+
+    op.execute("CREATE INDEX prompts_user_id_idx ON prompts (user_id);")
+    op.execute(
+        "CREATE UNIQUE INDEX prompts_legacy_mongo_id_uidx "
+        "ON prompts (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+
+    op.execute("CREATE INDEX shared_conversations_user_idx ON shared_conversations (user_id);")
+    op.execute("CREATE INDEX shared_conversations_conv_idx ON shared_conversations (conversation_id);")
+    op.execute(
+        "CREATE INDEX shared_conversations_prompt_id_idx ON shared_conversations (prompt_id);"
+    )
+    op.execute(
+        "CREATE UNIQUE INDEX shared_conversations_uuid_uidx ON shared_conversations (uuid);"
+    )
+    op.execute(
+        "CREATE UNIQUE INDEX shared_conversations_dedup_uidx "
+        "ON shared_conversations (conversation_id, user_id, is_promptable, first_n_queries, COALESCE(api_key, ''));"
+    )
+
+    op.execute("CREATE INDEX sources_user_idx ON sources (user_id);")
+    op.execute(
+        "CREATE UNIQUE INDEX sources_legacy_mongo_id_uidx "
+        "ON sources (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+    op.execute(
+        "CREATE UNIQUE INDEX user_tools_legacy_mongo_id_uidx "
+        "ON user_tools (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+    op.execute(
+        "CREATE UNIQUE INDEX agent_folders_legacy_mongo_id_uidx "
+        "ON agent_folders (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+    op.execute("CREATE INDEX agent_folders_parent_idx ON agent_folders (parent_id);")
+    op.execute("CREATE INDEX agents_workflow_idx ON agents (workflow_id);")
+
+    op.execute('CREATE INDEX stack_logs_timestamp_idx ON stack_logs ("timestamp" DESC);')
+    op.execute('CREATE INDEX stack_logs_user_ts_idx   ON stack_logs (user_id, "timestamp" DESC);')
+    op.execute('CREATE INDEX stack_logs_level_ts_idx  ON stack_logs (level, "timestamp" DESC);')
+    op.execute("CREATE INDEX stack_logs_activity_idx  ON stack_logs (activity_id);")
+    op.execute(
+        "CREATE UNIQUE INDEX stack_logs_mongo_id_uidx "
+        "ON stack_logs (mongo_id) WHERE mongo_id IS NOT NULL;"
+    )
+
+    op.execute("CREATE INDEX todos_user_tool_idx ON todos (user_id, tool_id);")
+    op.execute("CREATE INDEX todos_tool_id_idx   ON todos (tool_id);")
+    op.execute(
+        "CREATE UNIQUE INDEX todos_legacy_mongo_id_uidx "
+        "ON todos (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+    op.execute(
+        "CREATE UNIQUE INDEX todos_tool_todo_id_uidx "
+        "ON todos (tool_id, todo_id) WHERE todo_id IS NOT NULL;"
+    )
+
+    op.execute('CREATE INDEX token_usage_user_ts_idx  ON token_usage (user_id, "timestamp" DESC);')
+    op.execute('CREATE INDEX token_usage_key_ts_idx   ON token_usage (api_key, "timestamp" DESC);')
+    op.execute('CREATE INDEX token_usage_agent_ts_idx ON token_usage (agent_id, "timestamp" DESC);')
+    op.execute(
+        "CREATE UNIQUE INDEX token_usage_mongo_id_uidx "
+        "ON token_usage (mongo_id) WHERE mongo_id IS NOT NULL;"
+    )
+
+    op.execute('CREATE INDEX user_logs_user_ts_idx ON user_logs (user_id, "timestamp" DESC);')
+    op.execute(
+        "CREATE UNIQUE INDEX user_logs_mongo_id_uidx "
+        "ON user_logs (mongo_id) WHERE mongo_id IS NOT NULL;"
+    )
+
+    op.execute("CREATE INDEX user_tools_user_id_idx ON user_tools (user_id);")
+
+    op.execute("CREATE INDEX workflow_edges_from_node_idx ON workflow_edges (from_node_id);")
+    op.execute("CREATE INDEX workflow_edges_to_node_idx   ON workflow_edges (to_node_id);")
+    op.execute(
+        "CREATE UNIQUE INDEX workflow_edges_wf_ver_eid_uidx "
+        "ON workflow_edges (workflow_id, graph_version, edge_id);"
+    )
+
+    op.execute(
+        "CREATE UNIQUE INDEX workflow_nodes_wf_ver_nid_uidx "
+        "ON workflow_nodes (workflow_id, graph_version, node_id);"
+    )
+    op.execute(
+        "CREATE UNIQUE INDEX workflow_nodes_legacy_mongo_id_uidx "
+        "ON workflow_nodes (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+
+    op.execute("CREATE INDEX workflow_runs_workflow_idx ON workflow_runs (workflow_id);")
+    op.execute("CREATE INDEX workflow_runs_user_idx     ON workflow_runs (user_id);")
+    op.execute(
+        "CREATE INDEX workflow_runs_status_started_idx "
+        "ON workflow_runs (status, started_at DESC);"
+    )
+    op.execute(
+        "CREATE UNIQUE INDEX workflow_runs_legacy_mongo_id_uidx "
+        "ON workflow_runs (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+
+    op.execute("CREATE INDEX workflows_user_idx ON workflows (user_id);")
+    op.execute(
+        "CREATE UNIQUE INDEX workflows_legacy_mongo_id_uidx "
+        "ON workflows (legacy_mongo_id) WHERE legacy_mongo_id IS NOT NULL;"
+    )
+
+    # ------------------------------------------------------------------
+    # user_id foreign keys (deferrable so backfills can stage rows)
+    # ------------------------------------------------------------------
+    user_fk_tables = (
+        "agent_folders",
+        "agents",
+        "attachments",
+        "connector_sessions",
+        "conversation_messages",
+        "conversations",
+        "memories",
+        "notes",
+        "pending_tool_state",
+        "prompts",
+        "shared_conversations",
+        "sources",
+        "stack_logs",
+        "todos",
+        "token_usage",
+        "user_logs",
+        "user_tools",
+        "workflow_runs",
+        "workflows",
+    )
+    for table in user_fk_tables:
+        op.execute(
+            f"ALTER TABLE {table} "
+            f"ADD CONSTRAINT {table}_user_id_fk "
+            f"FOREIGN KEY (user_id) REFERENCES users(user_id) "
+            f"ON DELETE RESTRICT DEFERRABLE INITIALLY IMMEDIATE;"
+        )
+
+    # ------------------------------------------------------------------
+    # Triggers
+    # ------------------------------------------------------------------
+    updated_at_tables = (
+        "agent_folders",
+        "agents",
+        "conversation_messages",
+        "conversations",
+        "memories",
+        "notes",
+        "prompts",
+        "sources",
+        "todos",
+        "user_tools",
+        "users",
+        "workflows",
+    )
+    for table in updated_at_tables:
+        op.execute(
+            f"CREATE TRIGGER {table}_set_updated_at "
+            f"BEFORE UPDATE ON {table} "
+            f"FOR EACH ROW WHEN (OLD.* IS DISTINCT FROM NEW.*) "
+            f"EXECUTE FUNCTION set_updated_at();"
+        )
+
+    ensure_user_tables = (
+        "agent_folders",
+        "agents",
+        "attachments",
+        "connector_sessions",
+        "conversation_messages",
+        "conversations",
+        "memories",
+        "notes",
+        "pending_tool_state",
+        "prompts",
+        "shared_conversations",
+        "sources",
+        "stack_logs",
+        "todos",
+        "token_usage",
+        "user_logs",
+        "user_tools",
+        "workflow_runs",
+        "workflows",
+    )
+    for table in ensure_user_tables:
+        op.execute(
+            f"CREATE TRIGGER {table}_ensure_user "
+            f"BEFORE INSERT OR UPDATE OF user_id ON {table} "
+            f"FOR EACH ROW EXECUTE FUNCTION ensure_user_exists();"
+        )
+
+    op.execute(
+        "CREATE TRIGGER conversation_messages_fill_user "
+        "BEFORE INSERT ON conversation_messages "
+        "FOR EACH ROW EXECUTE FUNCTION conversation_messages_fill_user_id();"
+    )
+
+    op.execute(
+        "CREATE TRIGGER attachments_cleanup_message_refs "
+        "AFTER DELETE ON attachments "
+        "FOR EACH ROW EXECUTE FUNCTION cleanup_message_attachment_refs();"
+    )
+    op.execute(
+        "CREATE TRIGGER agents_cleanup_user_prefs "
+        "AFTER DELETE ON agents "
+        "FOR EACH ROW EXECUTE FUNCTION cleanup_user_agent_prefs();"
+    )
+    op.execute(
+        "CREATE TRIGGER sources_cleanup_agent_extra_refs "
+        "AFTER DELETE ON sources "
+        "FOR EACH ROW EXECUTE FUNCTION cleanup_agent_extra_source_refs();"
+    )
+
+    # ------------------------------------------------------------------
+    # Seed sentinel __system__ user (system/template sources attribute here)
+    # ------------------------------------------------------------------
+    op.execute(
+        "INSERT INTO users (user_id) VALUES ('__system__') "
+        "ON CONFLICT (user_id) DO NOTHING;"
+    )
+
+
+def downgrade() -> None:
+    # Nuclear downgrade: drop everything this migration created. The
+    # ordering drops FK-bearing children before parents; CASCADE would
+    # also work but explicit ordering is easier to reason about in code
+    # review.
+    tables_in_drop_order = (
+        "workflow_edges",
+        "workflow_runs",
+        "workflow_nodes",
+        "workflows",
+        "pending_tool_state",
+        "shared_conversations",
+        "conversation_messages",
+        "conversations",
+        "connector_sessions",
+        "notes",
+        "todos",
+        "memories",
+        "attachments",
+        "agents",
+        "sources",
+        "agent_folders",
+        "stack_logs",
+        "user_logs",
+        "token_usage",
+        "user_tools",
+        "prompts",
+        "users",
+    )
+    for table in tables_in_drop_order:
+        op.execute(f"DROP TABLE IF EXISTS {table} CASCADE;")
+
+    for fn in (
+        "conversation_messages_fill_user_id",
+        "cleanup_user_agent_prefs",
+        "cleanup_agent_extra_source_refs",
+        "cleanup_message_attachment_refs",
+        "ensure_user_exists",
+        "set_updated_at",
+    ):
+        op.execute(f"DROP FUNCTION IF EXISTS {fn}();")

application/alembic/versions/0002_app_metadata.py

@@ -0,0 +1,37 @@
+"""0002 app_metadata — singleton key/value table for instance-wide state.
+
+Used by the startup version-check client to persist the anonymous
+instance UUID and a one-shot "notice shown" flag. Both values are tiny
+plain-text strings; this is a deliberate generic-config table rather
+than dedicated columns so future one-off settings (telemetry opt-in
+timestamps, feature-flag overrides, etc.) don't each need their own
+migration.
+
+Revision ID: 0002_app_metadata
+Revises: 0001_initial
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+
+
+revision: str = "0002_app_metadata"
+down_revision: Union[str, None] = "0001_initial"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.execute(
+        """
+        CREATE TABLE app_metadata (
+            key   TEXT PRIMARY KEY,
+            value TEXT NOT NULL
+        );
+        """
+    )
+
+
+def downgrade() -> None:
+    op.execute("DROP TABLE IF EXISTS app_metadata;")

application/alembic/versions/0003_user_custom_models.py

@@ -0,0 +1,65 @@
+"""0003 user_custom_models — per-user OpenAI-compatible model registrations.
+
+Revision ID: 0003_user_custom_models
+Revises: 0002_app_metadata
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+
+
+revision: str = "0003_user_custom_models"
+down_revision: Union[str, None] = "0002_app_metadata"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.execute(
+        """
+        CREATE TABLE user_custom_models (
+            id                  UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id             TEXT NOT NULL,
+            upstream_model_id   TEXT NOT NULL,
+            display_name        TEXT NOT NULL,
+            description         TEXT NOT NULL DEFAULT '',
+            base_url            TEXT NOT NULL,
+            api_key_encrypted   TEXT NOT NULL,
+            capabilities        JSONB NOT NULL DEFAULT '{}'::jsonb,
+            enabled             BOOLEAN NOT NULL DEFAULT true,
+            created_at          TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at          TIMESTAMPTZ NOT NULL DEFAULT now()
+        );
+        """
+    )
+    op.execute(
+        "CREATE INDEX user_custom_models_user_id_idx "
+        "ON user_custom_models (user_id);"
+    )
+
+    # Mirror the project-wide invariants set up in 0001_initial:
+    #   * user_id FK with ON DELETE RESTRICT (deferrable),
+    #   * ensure_user_exists() trigger so the parent users row autocreates,
+    #   * set_updated_at() trigger.
+    op.execute(
+        "ALTER TABLE user_custom_models "
+        "ADD CONSTRAINT user_custom_models_user_id_fk "
+        "FOREIGN KEY (user_id) REFERENCES users(user_id) "
+        "ON DELETE RESTRICT DEFERRABLE INITIALLY IMMEDIATE;"
+    )
+    op.execute(
+        "CREATE TRIGGER user_custom_models_ensure_user "
+        "BEFORE INSERT OR UPDATE OF user_id ON user_custom_models "
+        "FOR EACH ROW EXECUTE FUNCTION ensure_user_exists();"
+    )
+    op.execute(
+        "CREATE TRIGGER user_custom_models_set_updated_at "
+        "BEFORE UPDATE ON user_custom_models "
+        "FOR EACH ROW WHEN (OLD.* IS DISTINCT FROM NEW.*) "
+        "EXECUTE FUNCTION set_updated_at();"
+    )
+
+
+def downgrade() -> None:
+    op.execute("DROP TABLE IF EXISTS user_custom_models;")

application/alembic/versions/0004_durability_foundation.py

@@ -0,0 +1,217 @@
+"""0004 durability foundation — idempotency, tool-call log, ingest checkpoint.
+
+Adds ``task_dedup``, ``webhook_dedup``, ``tool_call_attempts``,
+``ingest_chunk_progress``, and per-row status flags on
+``conversation_messages`` and ``pending_tool_state``. Also adds
+``token_usage.source`` and ``token_usage.request_id`` so per-channel
+cost attribution (``agent_stream`` / ``title`` / ``compression`` /
+``rag_condense`` / ``fallback``) is queryable and multi-call agent runs
+can be DISTINCT-collapsed into a single user request for rate limiting.
+
+Revision ID: 0004_durability_foundation
+Revises: 0003_user_custom_models
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+
+
+revision: str = "0004_durability_foundation"
+down_revision: Union[str, None] = "0003_user_custom_models"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ------------------------------------------------------------------
+    # New tables
+    # ------------------------------------------------------------------
+    # ``attempt_count`` bounds the per-Celery-task idempotency wrapper's
+    # retry loop so a poison message can't run forever; default 0 means
+    # existing rows behave as if no attempts have run yet.
+    op.execute(
+        """
+        CREATE TABLE task_dedup (
+            idempotency_key TEXT PRIMARY KEY,
+            task_name       TEXT NOT NULL,
+            task_id         TEXT NOT NULL,
+            result_json     JSONB,
+            status          TEXT NOT NULL
+                            CHECK (status IN ('pending', 'completed', 'failed')),
+            attempt_count   INT  NOT NULL DEFAULT 0,
+            created_at      TIMESTAMPTZ NOT NULL DEFAULT now()
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE webhook_dedup (
+            idempotency_key TEXT PRIMARY KEY,
+            agent_id        UUID NOT NULL,
+            task_id         TEXT NOT NULL,
+            response_json   JSONB,
+            created_at      TIMESTAMPTZ NOT NULL DEFAULT now()
+        );
+        """
+    )
+
+    # FK on ``message_id`` uses ``ON DELETE SET NULL`` so the journal row
+    # survives parent-message deletion (compliance / cost-attribution).
+    op.execute(
+        """
+        CREATE TABLE tool_call_attempts (
+            call_id      TEXT PRIMARY KEY,
+            message_id   UUID
+                         REFERENCES conversation_messages (id)
+                         ON DELETE SET NULL,
+            tool_id      UUID,
+            tool_name    TEXT NOT NULL,
+            action_name  TEXT NOT NULL,
+            arguments    JSONB NOT NULL,
+            result       JSONB,
+            error        TEXT,
+            status       TEXT NOT NULL
+                         CHECK (status IN (
+                             'proposed', 'executed', 'confirmed',
+                             'compensated', 'failed'
+                         )),
+            attempted_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+            updated_at   TIMESTAMPTZ NOT NULL DEFAULT now()
+        );
+        """
+    )
+
+    op.execute(
+        """
+        CREATE TABLE ingest_chunk_progress (
+            source_id        UUID PRIMARY KEY,
+            total_chunks     INT NOT NULL,
+            embedded_chunks  INT NOT NULL DEFAULT 0,
+            last_index       INT NOT NULL DEFAULT -1,
+            last_updated     TIMESTAMPTZ NOT NULL DEFAULT now()
+        );
+        """
+    )
+
+    # ------------------------------------------------------------------
+    # Column additions on existing tables
+    # ------------------------------------------------------------------
+    # DEFAULT 'complete' backfills existing rows — they're already done.
+    op.execute(
+        """
+        ALTER TABLE conversation_messages
+            ADD COLUMN status TEXT NOT NULL DEFAULT 'complete'
+                CHECK (status IN ('pending', 'streaming', 'complete', 'failed')),
+            ADD COLUMN request_id TEXT;
+        """
+    )
+
+    op.execute(
+        """
+        ALTER TABLE pending_tool_state
+            ADD COLUMN status TEXT NOT NULL DEFAULT 'pending'
+                CHECK (status IN ('pending', 'resuming')),
+            ADD COLUMN resumed_at TIMESTAMPTZ;
+        """
+    )
+
+    # Default ``agent_stream`` backfills historical rows under the
+    # assumption they were written from the primary path — pre-fix the
+    # only path that wrote was the error branch reading agent.llm.
+    # ``request_id`` is the stream-scoped UUID stamped by the route on
+    # ``agent.llm`` so multi-tool agent runs (which produce N rows)
+    # collapse to one request via DISTINCT in ``count_in_range``.
+    # Side-channel sources (``title`` / ``compression`` / ``rag_condense``
+    # / ``fallback``) leave it NULL and are excluded from the request
+    # count by source filter.
+    op.execute(
+        """
+        ALTER TABLE token_usage
+            ADD COLUMN source     TEXT NOT NULL DEFAULT 'agent_stream',
+            ADD COLUMN request_id TEXT;
+        """
+    )
+
+    # ------------------------------------------------------------------
+    # Indexes — partial where the predicate selects only non-terminal rows
+    # ------------------------------------------------------------------
+    op.execute(
+        "CREATE INDEX conversation_messages_pending_ts_idx "
+        "ON conversation_messages (timestamp) "
+        "WHERE status IN ('pending', 'streaming');"
+    )
+    op.execute(
+        "CREATE INDEX tool_call_attempts_pending_ts_idx "
+        "ON tool_call_attempts (attempted_at) "
+        "WHERE status IN ('proposed', 'executed');"
+    )
+    op.execute(
+        "CREATE INDEX tool_call_attempts_message_idx "
+        "ON tool_call_attempts (message_id) "
+        "WHERE message_id IS NOT NULL;"
+    )
+    op.execute(
+        "CREATE INDEX pending_tool_state_resuming_ts_idx "
+        "ON pending_tool_state (resumed_at) "
+        "WHERE status = 'resuming';"
+    )
+    op.execute(
+        "CREATE INDEX webhook_dedup_agent_idx "
+        "ON webhook_dedup (agent_id);"
+    )
+    op.execute(
+        "CREATE INDEX task_dedup_pending_attempts_idx "
+        "ON task_dedup (attempt_count) WHERE status = 'pending';"
+    )
+    # Cost-attribution dashboards filter ``token_usage`` by
+    # ``(timestamp, source)``; index the same shape so they stay cheap.
+    op.execute(
+        "CREATE INDEX token_usage_source_ts_idx "
+        "ON token_usage (source, timestamp);"
+    )
+    # Partial index — only rows with a stamped request_id participate
+    # in the DISTINCT count. NULL rows fall through to the COUNT(*)
+    # branch in the repository query.
+    op.execute(
+        "CREATE INDEX token_usage_request_id_idx "
+        "ON token_usage (request_id) "
+        "WHERE request_id IS NOT NULL;"
+    )
+
+    op.execute(
+        "CREATE TRIGGER tool_call_attempts_set_updated_at "
+        "BEFORE UPDATE ON tool_call_attempts "
+        "FOR EACH ROW WHEN (OLD.* IS DISTINCT FROM NEW.*) "
+        "EXECUTE FUNCTION set_updated_at();"
+    )
+
+
+def downgrade() -> None:
+    # CASCADE so the downgrade stays safe if later migrations FK into these.
+    for table in (
+        "ingest_chunk_progress",
+        "tool_call_attempts",
+        "webhook_dedup",
+        "task_dedup",
+    ):
+        op.execute(f"DROP TABLE IF EXISTS {table} CASCADE;")
+
+    op.execute(
+        "ALTER TABLE conversation_messages "
+        "DROP COLUMN IF EXISTS request_id, "
+        "DROP COLUMN IF EXISTS status;"
+    )
+    op.execute(
+        "ALTER TABLE pending_tool_state "
+        "DROP COLUMN IF EXISTS resumed_at, "
+        "DROP COLUMN IF EXISTS status;"
+    )
+    op.execute("DROP INDEX IF EXISTS token_usage_request_id_idx;")
+    op.execute("DROP INDEX IF EXISTS token_usage_source_ts_idx;")
+    op.execute(
+        "ALTER TABLE token_usage "
+        "DROP COLUMN IF EXISTS request_id, "
+        "DROP COLUMN IF EXISTS source;"
+    )

application/alembic/versions/0005_ingest_attempt_id.py

@@ -0,0 +1,44 @@
+"""0005 ingest_chunk_progress.attempt_id — per-attempt resume scoping.
+
+Without this column, a completed checkpoint row poisoned every later
+embed call on the same ``source_id``: a sync after an upload finished
+read the upload's terminal ``last_index`` and either embedded zero
+chunks (if new ``total_docs <= last_index + 1``) or stacked new chunks
+on top of the old vectors (if ``total_docs > last_index + 1``).
+
+``attempt_id`` is stamped from ``self.request.id`` (Celery's stable
+task id, which survives ``acks_late`` retries of the same task but
+differs across separate task invocations). The repository's
+``init_progress`` upsert resets ``last_index`` / ``embedded_chunks``
+when the incoming ``attempt_id`` differs from the stored one — so a
+fresh sync starts from chunk 0 while a retry of the same task resumes
+from the last checkpointed chunk.
+
+Revision ID: 0005_ingest_attempt_id
+Revises: 0004_durability_foundation
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+
+
+revision: str = "0005_ingest_attempt_id"
+down_revision: Union[str, None] = "0004_durability_foundation"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.execute(
+        """
+        ALTER TABLE ingest_chunk_progress
+            ADD COLUMN attempt_id TEXT;
+        """
+    )
+
+
+def downgrade() -> None:
+    op.execute(
+        "ALTER TABLE ingest_chunk_progress DROP COLUMN IF EXISTS attempt_id;"
+    )

application/alembic/versions/0006_idempotency_lease.py

@@ -0,0 +1,57 @@
+"""0006 task_dedup lease columns — running-lease for in-flight tasks.
+
+Without these, ``with_idempotency`` only short-circuits *completed*
+rows. A late-ack redelivery (Redis ``visibility_timeout`` exceeded by a
+long ingest, or a hung-but-alive worker) hands the same message to a
+second worker; ``_claim_or_bump`` only bumped the attempt counter and
+both workers ran the task body in parallel — duplicate vector writes,
+duplicate token spend, duplicate webhook side effects.
+
+``lease_owner_id`` + ``lease_expires_at`` turn that into an atomic
+compare-and-swap. The wrapper claims a lease at entry, refreshes it via
+a 30 s heartbeat thread, and finalises (which makes the lease moot via
+``status='completed'``). A second worker hitting the same key sees a
+fresh lease and ``self.retry(countdown=LEASE_TTL)``s instead of running.
+A crashed worker's lease expires after ``LEASE_TTL`` seconds and the
+next retry can claim it.
+
+Revision ID: 0006_idempotency_lease
+Revises: 0005_ingest_attempt_id
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+
+
+revision: str = "0006_idempotency_lease"
+down_revision: Union[str, None] = "0005_ingest_attempt_id"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.execute(
+        """
+        ALTER TABLE task_dedup
+            ADD COLUMN lease_owner_id   TEXT,
+            ADD COLUMN lease_expires_at TIMESTAMPTZ;
+        """
+    )
+    # Reconciler's stuck-pending sweep filters by
+    # ``(status='pending', lease_expires_at < now() - 60s, attempt_count >= 5)``.
+    # Partial index keeps the scan small even under heavy task throughput.
+    op.execute(
+        "CREATE INDEX task_dedup_pending_lease_idx "
+        "ON task_dedup (lease_expires_at) "
+        "WHERE status = 'pending';"
+    )
+
+
+def downgrade() -> None:
+    op.execute("DROP INDEX IF EXISTS task_dedup_pending_lease_idx;")
+    op.execute(
+        "ALTER TABLE task_dedup "
+        "DROP COLUMN IF EXISTS lease_expires_at, "
+        "DROP COLUMN IF EXISTS lease_owner_id;"
+    )

application/alembic/versions/0007_message_events.py

@@ -0,0 +1,40 @@
+"""0007 message_events — durable journal of chat-stream events.
+
+Snapshot half of the chat-stream snapshot+tail pattern. Composite PK
+``(message_id, sequence_no)``, ``created_at`` indexed for retention
+sweeps, ``ON DELETE CASCADE`` from ``conversation_messages``.
+
+Revision ID: 0007_message_events
+Revises: 0006_idempotency_lease
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+
+
+revision: str = "0007_message_events"
+down_revision: Union[str, None] = "0006_idempotency_lease"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.execute(
+        """
+        CREATE TABLE message_events (
+            message_id   UUID NOT NULL REFERENCES conversation_messages(id) ON DELETE CASCADE,
+            sequence_no  INTEGER NOT NULL,
+            event_type   TEXT NOT NULL,
+            payload      JSONB NOT NULL DEFAULT '{}'::jsonb,
+            created_at   TIMESTAMPTZ NOT NULL DEFAULT now(),
+            PRIMARY KEY (message_id, sequence_no)
+        );
+        CREATE INDEX message_events_created_at_idx ON message_events(created_at);
+        """
+    )
+
+
+def downgrade() -> None:
+    op.execute("DROP INDEX IF EXISTS message_events_created_at_idx;")
+    op.execute("DROP TABLE IF EXISTS message_events;")

application/api/__init__.py

@@ -0,0 +1,7 @@
+from flask_restx import Api
+
+api = Api(
+    version="1.0",
+    title="DocsGPT API",
+    description="API for DocsGPT",
+)

application/api/answer/__init__.py

@@ -0,0 +1,21 @@
+from flask import Blueprint
+
+from application.api import api
+from application.api.answer.routes.answer import AnswerResource
+from application.api.answer.routes.base import answer_ns
+from application.api.answer.routes.search import SearchResource
+from application.api.answer.routes.stream import StreamResource
+
+
+answer = Blueprint("answer", __name__)
+
+api.add_namespace(answer_ns)
+
+
+def init_answer_routes():
+    api.add_resource(StreamResource, "/stream")
+    api.add_resource(AnswerResource, "/api/answer")
+    api.add_resource(SearchResource, "/api/search")
+
+
+init_answer_routes()

application/api/answer/routes.py

@@ -1,619 +0,0 @@
-import asyncio
-import datetime
-import json
-import logging
-import os
-import sys
-import traceback
-
-from bson.dbref import DBRef
-from bson.objectid import ObjectId
-from flask import Blueprint, current_app, make_response, request, Response
-from flask_restx import fields, Namespace, Resource
-
-
-from application.core.mongo_db import MongoDB
-from application.core.settings import settings
-from application.error import bad_request
-from application.extensions import api
-from application.llm.llm_creator import LLMCreator
-from application.retriever.retriever_creator import RetrieverCreator
-from application.utils import check_required_fields
-
-logger = logging.getLogger(__name__)
-
-mongo = MongoDB.get_client()
-db = mongo["docsgpt"]
-conversations_collection = db["conversations"]
-sources_collection = db["sources"]
-prompts_collection = db["prompts"]
-api_key_collection = db["api_keys"]
-user_logs_collection = db["user_logs"]
-
-answer = Blueprint("answer", __name__)
-answer_ns = Namespace("answer", description="Answer related operations", path="/")
-api.add_namespace(answer_ns)
-
-gpt_model = ""
-# to have some kind of default behaviour
-if settings.LLM_NAME == "openai":
-    gpt_model = "gpt-3.5-turbo"
-elif settings.LLM_NAME == "anthropic":
-    gpt_model = "claude-2"
-elif settings.LLM_NAME == "groq":
-    gpt_model = "llama3-8b-8192"
-
-if settings.MODEL_NAME:  # in case there is particular model name configured
-    gpt_model = settings.MODEL_NAME
-
-# load the prompts
-current_dir = os.path.dirname(
-    os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
-)
-with open(os.path.join(current_dir, "prompts", "chat_combine_default.txt"), "r") as f:
-    chat_combine_template = f.read()
-
-with open(os.path.join(current_dir, "prompts", "chat_reduce_prompt.txt"), "r") as f:
-    chat_reduce_template = f.read()
-
-with open(os.path.join(current_dir, "prompts", "chat_combine_creative.txt"), "r") as f:
-    chat_combine_creative = f.read()
-
-with open(os.path.join(current_dir, "prompts", "chat_combine_strict.txt"), "r") as f:
-    chat_combine_strict = f.read()
-
-api_key_set = settings.API_KEY is not None
-embeddings_key_set = settings.EMBEDDINGS_KEY is not None
-
-
-async def async_generate(chain, question, chat_history):
-    result = await chain.arun({"question": question, "chat_history": chat_history})
-    return result
-
-
-def run_async_chain(chain, question, chat_history):
-    loop = asyncio.new_event_loop()
-    asyncio.set_event_loop(loop)
-    result = {}
-    try:
-        answer = loop.run_until_complete(async_generate(chain, question, chat_history))
-    finally:
-        loop.close()
-    result["answer"] = answer
-    return result
-
-
-def get_data_from_api_key(api_key):
-    data = api_key_collection.find_one({"key": api_key})
-    # # Raise custom exception if the API key is not found
-    if data is None:
-        raise Exception("Invalid API Key, please generate new key", 401)
-
-    if "retriever" not in data:
-        data["retriever"] = None
-
-    if "source" in data and isinstance(data["source"], DBRef):
-        source_doc = db.dereference(data["source"])
-        data["source"] = str(source_doc["_id"])
-        if "retriever" in source_doc:
-            data["retriever"] = source_doc["retriever"]
-    else:
-        data["source"] = {}
-    return data
-
-
-def get_retriever(source_id: str):
-    doc = sources_collection.find_one({"_id": ObjectId(source_id)})
-    if doc is None:
-        raise Exception("Source document does not exist", 404)
-    retriever_name = None if "retriever" not in doc else doc["retriever"]
-    return retriever_name
-
-
-def is_azure_configured():
-    return (
-        settings.OPENAI_API_BASE
-        and settings.OPENAI_API_VERSION
-        and settings.AZURE_DEPLOYMENT_NAME
-    )
-
-
-def save_conversation(conversation_id, question, response, source_log_docs, llm):
-    if conversation_id is not None and conversation_id != "None":
-        conversations_collection.update_one(
-            {"_id": ObjectId(conversation_id)},
-            {
-                "$push": {
-                    "queries": {
-                        "prompt": question,
-                        "response": response,
-                        "sources": source_log_docs,
-                    }
-                }
-            },
-        )
-
-    else:
-        # create new conversation
-        # generate summary
-        messages_summary = [
-            {
-                "role": "assistant",
-                "content": "Summarise following conversation in no more than 3 "
-                "words, respond ONLY with the summary, use the same "
-                "language as the system",
-            },
-            {
-                "role": "user",
-                "content": "Summarise following conversation in no more than 3 words, "
-                "respond ONLY with the summary, use the same language as the "
-                "system \n\nUser: "
-                + question
-                + "\n\n"
-                + "AI: "
-                + response,
-            },
-        ]
-
-        completion = llm.gen(model=gpt_model, messages=messages_summary, max_tokens=30)
-        conversation_id = conversations_collection.insert_one(
-            {
-                "user": "local",
-                "date": datetime.datetime.utcnow(),
-                "name": completion,
-                "queries": [
-                    {
-                        "prompt": question,
-                        "response": response,
-                        "sources": source_log_docs,
-                    }
-                ],
-            }
-        ).inserted_id
-    return conversation_id
-
-
-def get_prompt(prompt_id):
-    if prompt_id == "default":
-        prompt = chat_combine_template
-    elif prompt_id == "creative":
-        prompt = chat_combine_creative
-    elif prompt_id == "strict":
-        prompt = chat_combine_strict
-    else:
-        prompt = prompts_collection.find_one({"_id": ObjectId(prompt_id)})["content"]
-    return prompt
-
-
-def complete_stream(
-    question, retriever, conversation_id, user_api_key, isNoneDoc=False
-):
-
-    try:
-        response_full = ""
-        source_log_docs = []
-        answer = retriever.gen()
-        sources = retriever.search()
-        for source in sources:
-            if "text" in source:
-                source["text"] = source["text"][:100].strip() + "..."
-        if len(sources) > 0:
-            data = json.dumps({"type": "source", "source": sources})
-            yield f"data: {data}\n\n"
-        for line in answer:
-            if "answer" in line:
-                response_full += str(line["answer"])
-                data = json.dumps(line)
-                yield f"data: {data}\n\n"
-            elif "source" in line:
-                source_log_docs.append(line["source"])
-
-        if isNoneDoc:
-            for doc in source_log_docs:
-                doc["source"] = "None"
-
-        llm = LLMCreator.create_llm(
-            settings.LLM_NAME, api_key=settings.API_KEY, user_api_key=user_api_key
-        )
-        if user_api_key is None:
-            conversation_id = save_conversation(
-                conversation_id, question, response_full, source_log_docs, llm
-            )
-            # send data.type = "end" to indicate that the stream has ended as json
-            data = json.dumps({"type": "id", "id": str(conversation_id)})
-            yield f"data: {data}\n\n"
-
-        retriever_params = retriever.get_params()
-        user_logs_collection.insert_one(
-            {
-                "action": "stream_answer",
-                "level": "info",
-                "user": "local",
-                "api_key": user_api_key,
-                "question": question,
-                "response": response_full,
-                "sources": source_log_docs,
-                "retriever_params": retriever_params,
-                "timestamp": datetime.datetime.now(datetime.timezone.utc),
-            }
-        )
-        data = json.dumps({"type": "end"})
-        yield f"data: {data}\n\n"
-    except Exception as e:
-        print("\033[91merr", str(e), file=sys.stderr)
-        traceback.print_exc()
-        data = json.dumps(
-            {
-                "type": "error",
-                "error": "Please try again later. We apologize for any inconvenience.",
-                "error_exception": str(e),
-            }
-        )
-        yield f"data: {data}\n\n"
-        return
-
-
-@answer_ns.route("/stream")
-class Stream(Resource):
-    stream_model = api.model(
-        "StreamModel",
-        {
-            "question": fields.String(
-                required=True, description="Question to be asked"
-            ),
-            "history": fields.List(
-                fields.String, required=False, description="Chat history"
-            ),
-            "conversation_id": fields.String(
-                required=False, description="Conversation ID"
-            ),
-            "prompt_id": fields.String(
-                required=False, default="default", description="Prompt ID"
-            ),
-            "chunks": fields.Integer(
-                required=False, default=2, description="Number of chunks"
-            ),
-            "token_limit": fields.Integer(required=False, description="Token limit"),
-            "retriever": fields.String(required=False, description="Retriever type"),
-            "api_key": fields.String(required=False, description="API key"),
-            "active_docs": fields.String(
-                required=False, description="Active documents"
-            ),
-            "isNoneDoc": fields.Boolean(
-                required=False, description="Flag indicating if no document is used"
-            ),
-        },
-    )
-
-    @api.expect(stream_model)
-    @api.doc(description="Stream a response based on the question and retriever")
-    def post(self):
-        data = request.get_json()
-        required_fields = ["question"]
-
-        missing_fields = check_required_fields(data, required_fields)
-        if missing_fields:
-            return missing_fields
-
-        try:
-            question = data["question"]
-            history = data.get("history", [])
-            history = json.loads(history)
-            conversation_id = data.get("conversation_id")
-            prompt_id = data.get("prompt_id", "default")
-            
-
-            chunks = int(data.get("chunks", 2))
-            token_limit = data.get("token_limit", settings.DEFAULT_MAX_HISTORY)
-            retriever_name = data.get("retriever", "classic")
-
-            if "api_key" in data:
-                data_key = get_data_from_api_key(data["api_key"])
-                chunks = int(data_key.get("chunks", 2))
-                prompt_id = data_key.get("prompt_id", "default")
-                source = {"active_docs": data_key.get("source")}
-                retriever_name = data_key.get("retriever", retriever_name)
-                user_api_key = data["api_key"]
-
-            elif "active_docs" in data:
-                source = {"active_docs": data["active_docs"]}
-                retriever_name = get_retriever(data["active_docs"]) or retriever_name
-                user_api_key = None
-
-            else:
-                source = {}
-                user_api_key = None
-
-            current_app.logger.info(
-                f"/stream - request_data: {data}, source: {source}",
-                extra={"data": json.dumps({"request_data": data, "source": source})},
-            )
-
-            prompt = get_prompt(prompt_id)
-            if "isNoneDoc" in data and data["isNoneDoc"] is True:
-                chunks = 0
-            retriever = RetrieverCreator.create_retriever(
-                retriever_name,
-                question=question,
-                source=source,
-                chat_history=history,
-                prompt=prompt,
-                chunks=chunks,
-                token_limit=token_limit,
-                gpt_model=gpt_model,
-                user_api_key=user_api_key,
-            )
-
-            return Response(
-                complete_stream(
-                    question=question,
-                    retriever=retriever,
-                    conversation_id=conversation_id,
-                    user_api_key=user_api_key,
-                    isNoneDoc=data.get("isNoneDoc"),
-                ),
-                mimetype="text/event-stream",
-            )
-
-        except ValueError:
-            message = "Malformed request body"
-            print("\033[91merr", str(message), file=sys.stderr)
-            return Response(
-                error_stream_generate(message),
-                status=400,
-                mimetype="text/event-stream",
-            )
-        except Exception as e:
-            current_app.logger.error(
-                f"/stream - error: {str(e)} - traceback: {traceback.format_exc()}",
-                extra={"error": str(e), "traceback": traceback.format_exc()},
-            )
-            message = e.args[0]
-            status_code = 400
-            # Custom exceptions with two arguments, index 1 as status code
-            if len(e.args) >= 2:
-                status_code = e.args[1]
-            return Response(
-                error_stream_generate(message),
-                status=status_code,
-                mimetype="text/event-stream",
-            )
-
-
-def error_stream_generate(err_response):
-    data = json.dumps({"type": "error", "error": err_response})
-    yield f"data: {data}\n\n"
-
-
-@answer_ns.route("/api/answer")
-class Answer(Resource):
-    answer_model = api.model(
-        "AnswerModel",
-        {
-            "question": fields.String(
-                required=True, description="The question to answer"
-            ),
-            "history": fields.List(
-                fields.String, required=False, description="Conversation history"
-            ),
-            "conversation_id": fields.String(
-                required=False, description="Conversation ID"
-            ),
-            "prompt_id": fields.String(
-                required=False, default="default", description="Prompt ID"
-            ),
-            "chunks": fields.Integer(
-                required=False, default=2, description="Number of chunks"
-            ),
-            "token_limit": fields.Integer(required=False, description="Token limit"),
-            "retriever": fields.String(required=False, description="Retriever type"),
-            "api_key": fields.String(required=False, description="API key"),
-            "active_docs": fields.String(
-                required=False, description="Active documents"
-            ),
-            "isNoneDoc": fields.Boolean(
-                required=False, description="Flag indicating if no document is used"
-            ),
-        },
-    )
-
-    @api.expect(answer_model)
-    @api.doc(description="Provide an answer based on the question and retriever")
-    def post(self):
-        data = request.get_json()
-        required_fields = ["question"]       
-        missing_fields = check_required_fields(data, required_fields)
-        if missing_fields:
-            return missing_fields
-
-        try:
-            question = data["question"]
-            history = data.get("history", [])
-            conversation_id = data.get("conversation_id")
-            prompt_id = data.get("prompt_id", "default")
-            chunks = int(data.get("chunks", 2))
-            token_limit = data.get("token_limit", settings.DEFAULT_MAX_HISTORY)
-            retriever_name = data.get("retriever", "classic")
-
-            if "api_key" in data:
-                data_key = get_data_from_api_key(data["api_key"])
-                chunks = int(data_key.get("chunks", 2))
-                prompt_id = data_key.get("prompt_id", "default")
-                source = {"active_docs": data_key.get("source")}
-                retriever_name = data_key.get("retriever", retriever_name)
-                user_api_key = data["api_key"]
-            elif "active_docs" in data:
-                source = {"active_docs": data["active_docs"]}
-                retriever_name = get_retriever(data["active_docs"]) or retriever_name
-                user_api_key = None
-            else:
-                source = {}
-                user_api_key = None
-
-            prompt = get_prompt(prompt_id)
-
-            current_app.logger.info(
-                f"/api/answer - request_data: {data}, source: {source}",
-                extra={"data": json.dumps({"request_data": data, "source": source})},
-            )
-
-            retriever = RetrieverCreator.create_retriever(
-                retriever_name,
-                question=question,
-                source=source,
-                chat_history=history,
-                prompt=prompt,
-                chunks=chunks,
-                token_limit=token_limit,
-                gpt_model=gpt_model,
-                user_api_key=user_api_key,
-            )
-
-            source_log_docs = []
-            response_full = ""
-            for line in retriever.gen():
-                if "source" in line:
-                    source_log_docs.append(line["source"])
-                elif "answer" in line:
-                    response_full += line["answer"]
-
-            if data.get("isNoneDoc"):
-                for doc in source_log_docs:
-                    doc["source"] = "None"
-
-            llm = LLMCreator.create_llm(
-                settings.LLM_NAME, api_key=settings.API_KEY, user_api_key=user_api_key
-            )
-
-            result = {"answer": response_full, "sources": source_log_docs}
-            result["conversation_id"] = str(
-                save_conversation(
-                    conversation_id, question, response_full, source_log_docs, llm
-                )
-            )
-            retriever_params = retriever.get_params()
-            user_logs_collection.insert_one(
-                {
-                    "action": "api_answer",
-                    "level": "info",
-                    "user": "local",
-                    "api_key": user_api_key,
-                    "question": question,
-                    "response": response_full,
-                    "sources": source_log_docs,
-                    "retriever_params": retriever_params,
-                    "timestamp": datetime.datetime.now(datetime.timezone.utc),
-                }
-            )
-
-        except Exception as e:
-            current_app.logger.error(
-                f"/api/answer - error: {str(e)} - traceback: {traceback.format_exc()}",
-                extra={"error": str(e), "traceback": traceback.format_exc()},
-            )
-            return bad_request(500, str(e))
-
-        return make_response(result, 200)
-
-
-@answer_ns.route("/api/search")
-class Search(Resource):
-    search_model = api.model(
-        "SearchModel",
-        {
-            "question": fields.String(
-                required=True, description="The question to search"
-            ),
-            "chunks": fields.Integer(
-                required=False, default=2, description="Number of chunks"
-            ),
-            "api_key": fields.String(
-                required=False, description="API key for authentication"
-            ),
-            "active_docs": fields.String(
-                required=False, description="Active documents for retrieval"
-            ),
-            "retriever": fields.String(required=False, description="Retriever type"),
-            "token_limit": fields.Integer(
-                required=False, description="Limit for tokens"
-            ),
-            "isNoneDoc": fields.Boolean(
-                required=False, description="Flag indicating if no document is used"
-            ),
-        },
-    )
-
-    @api.expect(search_model)
-    @api.doc(
-        description="Search for relevant documents based on the question and retriever"
-    )
-    def post(self):
-        data = request.get_json()
-        required_fields = ["question"]
-        missing_fields = check_required_fields(data, required_fields)
-        if missing_fields:
-            return missing_fields
-
-        try:
-            question = data["question"]
-            chunks = int(data.get("chunks", 2))
-            token_limit = data.get("token_limit", settings.DEFAULT_MAX_HISTORY)
-            retriever_name = data.get("retriever", "classic")
-
-            if "api_key" in data:
-                data_key = get_data_from_api_key(data["api_key"])
-                chunks = int(data_key.get("chunks", 2))
-                source = {"active_docs": data_key.get("source")}
-                user_api_key = data["api_key"]
-            elif "active_docs" in data:
-                source = {"active_docs": data["active_docs"]}
-                user_api_key = None
-            else:
-                source = {}
-                user_api_key = None
-
-            current_app.logger.info(
-                f"/api/answer - request_data: {data}, source: {source}",
-                extra={"data": json.dumps({"request_data": data, "source": source})},
-            )
-
-            retriever = RetrieverCreator.create_retriever(
-                retriever_name,
-                question=question,
-                source=source,
-                chat_history=[],
-                prompt="default",
-                chunks=chunks,
-                token_limit=token_limit,
-                gpt_model=gpt_model,
-                user_api_key=user_api_key,
-            )
-
-            docs = retriever.search()
-            retriever_params = retriever.get_params()
-
-            user_logs_collection.insert_one(
-                {
-                    "action": "api_search",
-                    "level": "info",
-                    "user": "local",
-                    "api_key": user_api_key,
-                    "question": question,
-                    "sources": docs,
-                    "retriever_params": retriever_params,
-                    "timestamp": datetime.datetime.now(datetime.timezone.utc),
-                }
-            )
-
-            if data.get("isNoneDoc"):
-                for doc in docs:
-                    doc["source"] = "None"
-
-        except Exception as e:
-            current_app.logger.error(
-                f"/api/search - error: {str(e)} - traceback: {traceback.format_exc()}",
-                extra={"error": str(e), "traceback": traceback.format_exc()},
-            )
-            return bad_request(500, str(e))
-
-        return make_response(docs, 200)

application/api/answer/routes/answer.py

@@ -0,0 +1,155 @@
+import logging
+import traceback
+
+from flask import make_response, request
+from flask_restx import fields, Resource
+
+from application.api import api
+
+from application.api.answer.routes.base import answer_ns, BaseAnswerResource
+
+from application.api.answer.services.stream_processor import StreamProcessor
+
+logger = logging.getLogger(__name__)
+
+
+@answer_ns.route("/api/answer")
+class AnswerResource(Resource, BaseAnswerResource):
+    def __init__(self, *args, **kwargs):
+        Resource.__init__(self, *args, **kwargs)
+        BaseAnswerResource.__init__(self)
+
+    answer_model = answer_ns.model(
+        "AnswerModel",
+        {
+            "question": fields.String(
+                required=True, description="Question to be asked"
+            ),
+            "history": fields.List(
+                fields.String,
+                required=False,
+                description="Conversation history (only for new conversations)",
+            ),
+            "conversation_id": fields.String(
+                required=False,
+                description="Existing conversation ID (loads history)",
+            ),
+            "prompt_id": fields.String(
+                required=False, default="default", description="Prompt ID"
+            ),
+            "chunks": fields.Integer(
+                required=False, default=2, description="Number of chunks"
+            ),
+            "retriever": fields.String(required=False, description="Retriever type"),
+            "api_key": fields.String(required=False, description="API key"),
+            "agent_id": fields.String(required=False, description="Agent ID"),
+            "active_docs": fields.String(
+                required=False, description="Active documents"
+            ),
+            "isNoneDoc": fields.Boolean(
+                required=False, description="Flag indicating if no document is used"
+            ),
+            "save_conversation": fields.Boolean(
+                required=False,
+                default=True,
+                description="Whether to save the conversation",
+            ),
+            "model_id": fields.String(
+                required=False,
+                description="Model ID to use for this request",
+            ),
+            "passthrough": fields.Raw(
+                required=False,
+                description="Dynamic parameters to inject into prompt template",
+            ),
+        },
+    )
+
+    @api.expect(answer_model)
+    @api.doc(description="Provide a response based on the question and retriever")
+    def post(self):
+        data = request.get_json()
+        if error := self.validate_request(data):
+            return error
+        decoded_token = getattr(request, "decoded_token", None)
+        processor = StreamProcessor(data, decoded_token)
+        try:
+            # ---- Continuation mode ----
+            if data.get("tool_actions"):
+                (
+                    agent,
+                    messages,
+                    tools_dict,
+                    pending_tool_calls,
+                    tool_actions,
+                ) = processor.resume_from_tool_actions(
+                    data["tool_actions"], data["conversation_id"]
+                )
+                if not processor.decoded_token:
+                    return make_response({"error": "Unauthorized"}, 401)
+                if error := self.check_usage(processor.agent_config):
+                    return error
+                stream = self.complete_stream(
+                    question="",
+                    agent=agent,
+                    conversation_id=processor.conversation_id,
+                    user_api_key=processor.agent_config.get("user_api_key"),
+                    decoded_token=processor.decoded_token,
+                    agent_id=processor.agent_id,
+                    model_id=processor.model_id,
+                    _continuation={
+                        "messages": messages,
+                        "tools_dict": tools_dict,
+                        "pending_tool_calls": pending_tool_calls,
+                        "tool_actions": tool_actions,
+                        "reserved_message_id": processor.reserved_message_id,
+                        "request_id": processor.request_id,
+                    },
+                )
+            else:
+                # ---- Normal mode ----
+                agent = processor.build_agent(data.get("question", ""))
+                if not processor.decoded_token:
+                    return make_response({"error": "Unauthorized"}, 401)
+
+                if error := self.check_usage(processor.agent_config):
+                    return error
+
+                stream = self.complete_stream(
+                    question=data["question"],
+                    agent=agent,
+                    conversation_id=processor.conversation_id,
+                    user_api_key=processor.agent_config.get("user_api_key"),
+                    decoded_token=processor.decoded_token,
+                    isNoneDoc=data.get("isNoneDoc"),
+                    index=None,
+                    should_save_conversation=data.get("save_conversation", True),
+                    agent_id=processor.agent_id,
+                    is_shared_usage=processor.is_shared_usage,
+                    shared_token=processor.shared_token,
+                    model_id=processor.model_id,
+                )
+
+            stream_result = self.process_response_stream(stream)
+
+            if stream_result["error"]:
+                return make_response({"error": stream_result["error"]}, 400)
+
+            result = {
+                "conversation_id": stream_result["conversation_id"],
+                "answer": stream_result["answer"],
+                "sources": stream_result["sources"],
+                "tool_calls": stream_result["tool_calls"],
+                "thought": stream_result["thought"],
+            }
+
+            extra_info = stream_result.get("extra")
+            if extra_info:
+                result.update(extra_info)
+        except Exception as e:
+            logger.error(
+                f"/api/answer - error: {str(e)} - traceback: {traceback.format_exc()}",
+                extra={"error": str(e), "traceback": traceback.format_exc()},
+            )
+            return make_response({"error": "An error occurred processing your request"}, 500)
+        return make_response(result, 200)

application/api/answer/routes/messages.py

@@ -0,0 +1,135 @@
+"""GET /api/messages/<message_id>/events — chat-stream reconnect endpoint.
+
+Authenticates the caller, verifies ``message_id`` belongs to the user,
+then hands off to ``build_message_event_stream`` for snapshot+tail.
+"""
+
+from __future__ import annotations
+
+import logging
+import re
+from typing import Iterator, Optional
+
+from flask import Blueprint, Response, jsonify, make_response, request, stream_with_context
+from sqlalchemy import text
+
+from application.core.settings import settings
+from application.storage.db.session import db_readonly
+from application.streaming.event_replay import (
+    DEFAULT_KEEPALIVE_SECONDS,
+    DEFAULT_POLL_TIMEOUT_SECONDS,
+    build_message_event_stream,
+)
+
+logger = logging.getLogger(__name__)
+
+messages_bp = Blueprint("message_stream", __name__)
+
+# A message_id is the canonical UUID hex format. Reject anything else
+# before the SQL layer so a malformed cookie can't surface as a 500.
+_MESSAGE_ID_RE = re.compile(
+    r"^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-"
+    r"[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$"
+)
+# ``sequence_no`` is a non-negative decimal integer. Anything else is
+# corrupt client state — fall through to a fresh-replay cursor and let
+# the snapshot reader catch the client up.
+_SEQUENCE_NO_RE = re.compile(r"^\d+$")
+
+
+def _normalise_last_event_id(raw: Optional[str]) -> Optional[int]:
+    if raw is None:
+        return None
+    raw = raw.strip()
+    if not raw or not _SEQUENCE_NO_RE.match(raw):
+        return None
+    return int(raw)
+
+
+def _user_owns_message(message_id: str, user_id: str) -> bool:
+    """Return True iff ``message_id`` belongs to ``user_id``."""
+    try:
+        with db_readonly() as conn:
+            row = conn.execute(
+                text(
+                    """
+                    SELECT 1 FROM conversation_messages
+                    WHERE id = CAST(:id AS uuid)
+                      AND user_id = :u
+                    LIMIT 1
+                    """
+                ),
+                {"id": message_id, "u": user_id},
+            ).first()
+        return row is not None
+    except Exception:
+        logger.exception(
+            "Ownership lookup failed for message_id=%s user_id=%s",
+            message_id,
+            user_id,
+        )
+        return False
+
+
+@messages_bp.route("/api/messages/<message_id>/events", methods=["GET"])
+def stream_message_events(message_id: str) -> Response:
+    decoded = getattr(request, "decoded_token", None)
+    user_id = decoded.get("sub") if isinstance(decoded, dict) else None
+    if not user_id:
+        return make_response(
+            jsonify({"success": False, "message": "Authentication required"}),
+            401,
+        )
+
+    if not _MESSAGE_ID_RE.match(message_id):
+        return make_response(
+            jsonify({"success": False, "message": "Invalid message id"}),
+            400,
+        )
+
+    if not _user_owns_message(message_id, user_id):
+        # Don't disclose whether the row exists — a malicious caller
+        # gets the same 404 whether the id is bogus, taken by another
+        # user, or simply gone.
+        return make_response(
+            jsonify({"success": False, "message": "Not found"}),
+            404,
+        )
+
+    raw_cursor = request.headers.get("Last-Event-ID") or request.args.get(
+        "last_event_id"
+    )
+    last_event_id = _normalise_last_event_id(raw_cursor)
+    keepalive_seconds = float(
+        getattr(settings, "SSE_KEEPALIVE_SECONDS", DEFAULT_KEEPALIVE_SECONDS)
+    )
+
+    @stream_with_context
+    def generate() -> Iterator[str]:
+        try:
+            yield from build_message_event_stream(
+                message_id,
+                last_event_id=last_event_id,
+                keepalive_seconds=keepalive_seconds,
+                poll_timeout_seconds=DEFAULT_POLL_TIMEOUT_SECONDS,
+            )
+        except GeneratorExit:
+            return
+        except Exception:
+            logger.exception(
+                "Reconnect stream crashed for message_id=%s user_id=%s",
+                message_id,
+                user_id,
+            )
+
+    response = Response(generate(), mimetype="text/event-stream")
+    response.headers["Cache-Control"] = "no-store"
+    response.headers["X-Accel-Buffering"] = "no"
+    response.headers["Connection"] = "keep-alive"
+    logger.info(
+        "message.event.connect message_id=%s user_id=%s last_event_id=%s",
+        message_id,
+        user_id,
+        last_event_id if last_event_id is not None else "-",
+    )
+    return response

application/api/answer/routes/search.py

@@ -0,0 +1,55 @@
+import logging
+
+from flask import make_response, request
+from flask_restx import fields, Resource
+
+from application.api.answer.routes.base import answer_ns
+from application.services.search_service import (
+    InvalidAPIKey,
+    SearchFailed,
+    search,
+)
+
+logger = logging.getLogger(__name__)
+
+
+@answer_ns.route("/api/search")
+class SearchResource(Resource):
+    """Fast search endpoint for retrieving relevant documents."""
+
+    search_model = answer_ns.model(
+        "SearchModel",
+        {
+            "question": fields.String(
+                required=True, description="Search query"
+            ),
+            "api_key": fields.String(
+                required=True, description="API key for authentication"
+            ),
+            "chunks": fields.Integer(
+                required=False, default=5, description="Number of results to return"
+            ),
+        },
+    )
+
+    @answer_ns.expect(search_model)
+    @answer_ns.doc(description="Search for relevant documents based on query")
+    def post(self):
+        data = request.get_json() or {}
+
+        question = data.get("question")
+        api_key = data.get("api_key")
+        chunks = data.get("chunks", 5)
+
+        if not question:
+            return make_response({"error": "question is required"}, 400)
+        if not api_key:
+            return make_response({"error": "api_key is required"}, 400)
+
+        try:
+            return make_response(search(api_key, question, chunks), 200)
+        except InvalidAPIKey:
+            return make_response({"error": "Invalid API key"}, 401)
+        except SearchFailed:
+            logger.exception("/api/search failed")
+            return make_response({"error": "Search failed"}, 500)

application/api/answer/routes/stream.py

@@ -0,0 +1,175 @@
+import logging
+import traceback
+
+from flask import request, Response
+from flask_restx import fields, Resource
+
+from application.api import api
+
+from application.api.answer.routes.base import answer_ns, BaseAnswerResource
+
+from application.api.answer.services.stream_processor import StreamProcessor
+
+logger = logging.getLogger(__name__)
+
+
+@answer_ns.route("/stream")
+class StreamResource(Resource, BaseAnswerResource):
+    def __init__(self, *args, **kwargs):
+        Resource.__init__(self, *args, **kwargs)
+        BaseAnswerResource.__init__(self)
+
+    stream_model = answer_ns.model(
+        "StreamModel",
+        {
+            "question": fields.String(
+                required=True, description="Question to be asked"
+            ),
+            "history": fields.List(
+                fields.String,
+                required=False,
+                description="Conversation history (only for new conversations)",
+            ),
+            "conversation_id": fields.String(
+                required=False,
+                description="Existing conversation ID (loads history)",
+            ),
+            "prompt_id": fields.String(
+                required=False, default="default", description="Prompt ID"
+            ),
+            "chunks": fields.Integer(
+                required=False, default=2, description="Number of chunks"
+            ),
+            "retriever": fields.String(required=False, description="Retriever type"),
+            "api_key": fields.String(required=False, description="API key"),
+            "agent_id": fields.String(required=False, description="Agent ID"),
+            "active_docs": fields.String(
+                required=False, description="Active documents"
+            ),
+            "isNoneDoc": fields.Boolean(
+                required=False, description="Flag indicating if no document is used"
+            ),
+            "index": fields.Integer(
+                required=False, description="Index of the query to update"
+            ),
+            "save_conversation": fields.Boolean(
+                required=False,
+                default=True,
+                description="Whether to save the conversation",
+            ),
+            "model_id": fields.String(
+                required=False,
+                description="Model ID to use for this request",
+            ),
+            "attachments": fields.List(
+                fields.String, required=False, description="List of attachment IDs"
+            ),
+            "passthrough": fields.Raw(
+                required=False,
+                description="Dynamic parameters to inject into prompt template",
+            ),
+        },
+    )
+
+    @api.expect(stream_model)
+    @api.doc(description="Stream a response based on the question and retriever")
+    def post(self):
+        data = request.get_json()
+        if error := self.validate_request(data, "index" in data):
+            return error
+        decoded_token = getattr(request, "decoded_token", None)
+        processor = StreamProcessor(data, decoded_token)
+
+        try:
+            # ---- Continuation mode ----
+            if data.get("tool_actions"):
+                (
+                    agent,
+                    messages,
+                    tools_dict,
+                    pending_tool_calls,
+                    tool_actions,
+                ) = processor.resume_from_tool_actions(
+                    data["tool_actions"], data["conversation_id"]
+                )
+                if not processor.decoded_token:
+                    return Response(
+                        self.error_stream_generate("Unauthorized"),
+                        status=401,
+                        mimetype="text/event-stream",
+                    )
+                if error := self.check_usage(processor.agent_config):
+                    return error
+                return Response(
+                    self.complete_stream(
+                        question="",
+                        agent=agent,
+                        conversation_id=processor.conversation_id,
+                        user_api_key=processor.agent_config.get("user_api_key"),
+                        decoded_token=processor.decoded_token,
+                        agent_id=processor.agent_id,
+                        model_id=processor.model_id,
+                        model_user_id=processor.model_user_id,
+                        _continuation={
+                            "messages": messages,
+                            "tools_dict": tools_dict,
+                            "pending_tool_calls": pending_tool_calls,
+                            "tool_actions": tool_actions,
+                            "reserved_message_id": processor.reserved_message_id,
+                            "request_id": processor.request_id,
+                        },
+                    ),
+                    mimetype="text/event-stream",
+                )
+
+            # ---- Normal mode ----
+            agent = processor.build_agent(data["question"])
+            if not processor.decoded_token:
+                return Response(
+                    self.error_stream_generate("Unauthorized"),
+                    status=401,
+                    mimetype="text/event-stream",
+                )
+
+            if error := self.check_usage(processor.agent_config):
+                return error
+            return Response(
+                self.complete_stream(
+                    question=data["question"],
+                    agent=agent,
+                    conversation_id=processor.conversation_id,
+                    user_api_key=processor.agent_config.get("user_api_key"),
+                    decoded_token=processor.decoded_token,
+                    isNoneDoc=data.get("isNoneDoc"),
+                    index=data.get("index"),
+                    should_save_conversation=data.get("save_conversation", True),
+                    attachment_ids=data.get("attachments", []),
+                    agent_id=processor.agent_id,
+                    is_shared_usage=processor.is_shared_usage,
+                    shared_token=processor.shared_token,
+                    model_id=processor.model_id,
+                    model_user_id=processor.model_user_id,
+                ),
+                mimetype="text/event-stream",
+            )
+        except ValueError as e:
+            message = "Malformed request body"
+            logger.error(
+                f"/stream - error: {message} - specific error: {str(e)} - traceback: {traceback.format_exc()}",
+                extra={"error": str(e), "traceback": traceback.format_exc()},
+            )
+            return Response(
+                self.error_stream_generate(message),
+                status=400,
+                mimetype="text/event-stream",
+            )
+        except Exception as e:
+            logger.error(
+                f"/stream - error: {str(e)} - traceback: {traceback.format_exc()}",
+                extra={"error": str(e), "traceback": traceback.format_exc()},
+            )
+            return Response(
+                self.error_stream_generate("Unknown error occurred"),
+                status=400,
+                mimetype="text/event-stream",
+            )

application/api/answer/services/compression/__init__.py

@@ -0,0 +1,20 @@
+"""
+Compression module for managing conversation context compression.
+
+"""
+
+from application.api.answer.services.compression.orchestrator import (
+    CompressionOrchestrator,
+)
+from application.api.answer.services.compression.service import CompressionService
+from application.api.answer.services.compression.types import (
+    CompressionResult,
+    CompressionMetadata,
+)
+
+__all__ = [
+    "CompressionOrchestrator",
+    "CompressionService",
+    "CompressionResult",
+    "CompressionMetadata",
+]

application/api/answer/services/compression/message_builder.py

@@ -0,0 +1,249 @@
+"""Message reconstruction utilities for compression."""
+
+import json
+import logging
+import uuid
+from typing import Dict, List, Optional
+
+logger = logging.getLogger(__name__)
+
+
+class MessageBuilder:
+    """Builds message arrays from compressed context."""
+
+    @staticmethod
+    def build_from_compressed_context(
+        system_prompt: str,
+        compressed_summary: Optional[str],
+        recent_queries: List[Dict],
+        include_tool_calls: bool = False,
+        context_type: str = "pre_request",
+    ) -> List[Dict]:
+        """
+        Build messages from compressed context.
+
+        Args:
+            system_prompt: Original system prompt
+            compressed_summary: Compressed summary (if any)
+            recent_queries: Recent uncompressed queries
+            include_tool_calls: Whether to include tool calls from history
+            context_type: Type of context ('pre_request' or 'mid_execution')
+
+        Returns:
+            List of message dicts ready for LLM
+        """
+        # Append compression summary to system prompt if present
+        if compressed_summary:
+            system_prompt = MessageBuilder._append_compression_context(
+                system_prompt, compressed_summary, context_type
+            )
+
+        messages = [{"role": "system", "content": system_prompt}]
+
+        # Add recent history
+        for query in recent_queries:
+            if "prompt" in query and "response" in query:
+                messages.append({"role": "user", "content": query["prompt"]})
+                messages.append({"role": "assistant", "content": query["response"]})
+
+            # Add tool calls from history if present
+            if include_tool_calls and "tool_calls" in query:
+                for tool_call in query["tool_calls"]:
+                    call_id = tool_call.get("call_id") or str(uuid.uuid4())
+                    args = tool_call.get("arguments")
+                    args_str = (
+                        json.dumps(args)
+                        if isinstance(args, dict)
+                        else (args or "{}")
+                    )
+                    messages.append({
+                        "role": "assistant",
+                        "content": None,
+                        "tool_calls": [{
+                            "id": call_id,
+                            "type": "function",
+                            "function": {
+                                "name": tool_call.get("action_name", ""),
+                                "arguments": args_str,
+                            },
+                        }],
+                    })
+                    result = tool_call.get("result")
+                    result_str = (
+                        json.dumps(result)
+                        if not isinstance(result, str)
+                        else (result or "")
+                    )
+                    messages.append({
+                        "role": "tool",
+                        "tool_call_id": call_id,
+                        "content": result_str,
+                    })
+
+        # If no recent queries (everything was compressed), add a continuation user message
+        if len(recent_queries) == 0 and compressed_summary:
+            messages.append({
+                "role": "user",
+                "content": "Please continue with the remaining tasks based on the context above."
+            })
+            logger.info("Added continuation user message to maintain proper turn-taking after full compression")
+
+        return messages
+
+    @staticmethod
+    def _append_compression_context(
+        system_prompt: str, compressed_summary: str, context_type: str = "pre_request"
+    ) -> str:
+        """
+        Append compression context to system prompt.
+
+        Args:
+            system_prompt: Original system prompt
+            compressed_summary: Summary to append
+            context_type: Type of compression context
+
+        Returns:
+            Updated system prompt
+        """
+        # Remove existing compression context if present
+        if "This session is being continued" in system_prompt or "Context window limit reached" in system_prompt:
+            parts = system_prompt.split("\n\n---\n\n")
+            system_prompt = parts[0]
+
+        # Build appropriate context message based on type
+        if context_type == "mid_execution":
+            context_message = (
+                "\n\n---\n\n"
+                "Context window limit reached during execution. "
+                "Previous conversation has been compressed to fit within limits. "
+                "The conversation is summarized below:\n\n"
+                f"{compressed_summary}"
+            )
+        else:  # pre_request
+            context_message = (
+                "\n\n---\n\n"
+                "This session is being continued from a previous conversation that "
+                "has been compressed to fit within context limits. "
+                "The conversation is summarized below:\n\n"
+                f"{compressed_summary}"
+            )
+
+        return system_prompt + context_message
+
+    @staticmethod
+    def rebuild_messages_after_compression(
+        messages: List[Dict],
+        compressed_summary: Optional[str],
+        recent_queries: List[Dict],
+        include_current_execution: bool = False,
+        include_tool_calls: bool = False,
+    ) -> Optional[List[Dict]]:
+        """
+        Rebuild the message list after compression so tool execution can continue.
+
+        Args:
+            messages: Original message list
+            compressed_summary: Compressed summary
+            recent_queries: Recent uncompressed queries
+            include_current_execution: Whether to preserve current execution messages
+            include_tool_calls: Whether to include tool calls from history
+
+        Returns:
+            Rebuilt message list or None if failed
+        """
+        # Find the system message
+        system_message = next(
+            (msg for msg in messages if msg.get("role") == "system"), None
+        )
+        if not system_message:
+            logger.warning("No system message found in messages list")
+            return None
+
+        # Update system message with compressed summary
+        if compressed_summary:
+            content = system_message.get("content", "")
+            system_message["content"] = MessageBuilder._append_compression_context(
+                content, compressed_summary, "mid_execution"
+            )
+            logger.info(
+                "Appended compression summary to system prompt (truncated): %s",
+                (
+                    compressed_summary[:500] + "..."
+                    if len(compressed_summary) > 500
+                    else compressed_summary
+                ),
+            )
+
+        rebuilt_messages = [system_message]
+
+        # Add recent history from compressed context
+        for query in recent_queries:
+            if "prompt" in query and "response" in query:
+                rebuilt_messages.append({"role": "user", "content": query["prompt"]})
+                rebuilt_messages.append(
+                    {"role": "assistant", "content": query["response"]}
+                )
+
+            # Add tool calls from history if present
+            if include_tool_calls and "tool_calls" in query:
+                for tool_call in query["tool_calls"]:
+                    call_id = tool_call.get("call_id") or str(uuid.uuid4())
+                    args = tool_call.get("arguments")
+                    args_str = (
+                        json.dumps(args)
+                        if isinstance(args, dict)
+                        else (args or "{}")
+                    )
+                    rebuilt_messages.append({
+                        "role": "assistant",
+                        "content": None,
+                        "tool_calls": [{
+                            "id": call_id,
+                            "type": "function",
+                            "function": {
+                                "name": tool_call.get("action_name", ""),
+                                "arguments": args_str,
+                            },
+                        }],
+                    })
+                    result = tool_call.get("result")
+                    result_str = (
+                        json.dumps(result)
+                        if not isinstance(result, str)
+                        else (result or "")
+                    )
+                    rebuilt_messages.append({
+                        "role": "tool",
+                        "tool_call_id": call_id,
+                        "content": result_str,
+                    })
+
+        # If no recent queries (everything was compressed), add a continuation user message
+        if len(recent_queries) == 0 and compressed_summary:
+            rebuilt_messages.append({
+                "role": "user",
+                "content": "Please continue with the remaining tasks based on the context above."
+            })
+            logger.info("Added continuation user message to maintain proper turn-taking after full compression")
+
+        if include_current_execution:
+            # Preserve any messages that were added during the current execution cycle
+            recent_msg_count = 1  # system message
+            for query in recent_queries:
+                if "prompt" in query and "response" in query:
+                    recent_msg_count += 2
+                if "tool_calls" in query:
+                    recent_msg_count += len(query["tool_calls"]) * 2
+
+            if len(messages) > recent_msg_count:
+                current_execution_messages = messages[recent_msg_count:]
+                rebuilt_messages.extend(current_execution_messages)
+                logger.info(
+                    f"Preserved {len(current_execution_messages)} messages from current execution cycle"
+                )
+
+        logger.info(
+            f"Messages rebuilt: {len(messages)} → {len(rebuilt_messages)} messages. "
+            f"Ready to continue tool execution."
+        )
+        return rebuilt_messages

application/api/answer/services/compression/orchestrator.py

@@ -0,0 +1,273 @@
+"""High-level compression orchestration."""
+
+import logging
+from typing import Any, Dict, Optional
+
+from application.api.answer.services.compression.service import CompressionService
+from application.api.answer.services.compression.threshold_checker import (
+    CompressionThresholdChecker,
+)
+from application.api.answer.services.compression.types import CompressionResult
+from application.api.answer.services.conversation_service import ConversationService
+from application.core.model_utils import (
+    get_api_key_for_provider,
+    get_provider_from_model_id,
+)
+from application.core.settings import settings
+from application.llm.llm_creator import LLMCreator
+
+logger = logging.getLogger(__name__)
+
+
+class CompressionOrchestrator:
+    """
+    Facade for compression operations.
+
+    Coordinates between all compression components and provides
+    a simple interface for callers.
+    """
+
+    def __init__(
+        self,
+        conversation_service: ConversationService,
+        threshold_checker: Optional[CompressionThresholdChecker] = None,
+    ):
+        """
+        Initialize orchestrator.
+
+        Args:
+            conversation_service: Service for DB operations
+            threshold_checker: Custom threshold checker (optional)
+        """
+        self.conversation_service = conversation_service
+        self.threshold_checker = threshold_checker or CompressionThresholdChecker()
+
+    def compress_if_needed(
+        self,
+        conversation_id: str,
+        user_id: str,
+        model_id: str,
+        decoded_token: Dict[str, Any],
+        current_query_tokens: int = 500,
+        model_user_id: Optional[str] = None,
+    ) -> CompressionResult:
+        """
+        Check if compression is needed and perform it if so.
+
+        This is the main entry point for compression operations.
+
+        Args:
+            conversation_id: Conversation ID
+            user_id: Caller's user id — used for conversation access checks
+            model_id: Model being used for conversation
+            decoded_token: User's decoded JWT token
+            current_query_tokens: Estimated tokens for current query
+            model_user_id: BYOM-resolution scope (model owner); defaults
+                to ``user_id`` for built-in / caller-owned models.
+
+        Returns:
+            CompressionResult with summary and recent queries
+        """
+        try:
+            # Conversation row is owned by the caller, not the model owner.
+            conversation = self.conversation_service.get_conversation(
+                conversation_id, user_id
+            )
+
+            if not conversation:
+                logger.warning(
+                    f"Conversation {conversation_id} not found for user {user_id}"
+                )
+                return CompressionResult.failure("Conversation not found")
+
+            # Use model-owner scope so per-user BYOM context windows
+            # (e.g. 8k) compute the threshold against the right limit.
+            registry_user_id = model_user_id or user_id
+            if not self.threshold_checker.should_compress(
+                conversation,
+                model_id,
+                current_query_tokens,
+                user_id=registry_user_id,
+            ):
+                # No compression needed, return full history
+                queries = conversation.get("queries", [])
+                return CompressionResult.success_no_compression(queries)
+
+            # Perform compression
+            return self._perform_compression(
+                conversation_id,
+                conversation,
+                model_id,
+                decoded_token,
+                user_id=user_id,
+                model_user_id=model_user_id,
+            )
+
+        except Exception as e:
+            logger.error(
+                f"Error in compress_if_needed: {str(e)}", exc_info=True
+            )
+            return CompressionResult.failure(str(e))
+
+    def _perform_compression(
+        self,
+        conversation_id: str,
+        conversation: Dict[str, Any],
+        model_id: str,
+        decoded_token: Dict[str, Any],
+        user_id: Optional[str] = None,
+        model_user_id: Optional[str] = None,
+    ) -> CompressionResult:
+        """
+        Perform the actual compression operation.
+
+        Args:
+            conversation_id: Conversation ID
+            conversation: Conversation document
+            model_id: Model ID for conversation
+            decoded_token: User token
+            user_id: Caller's id (for conversation reload after compression)
+            model_user_id: BYOM-resolution scope (model owner)
+
+        Returns:
+            CompressionResult
+        """
+        try:
+            # Determine which model to use for compression
+            compression_model = (
+                settings.COMPRESSION_MODEL_OVERRIDE
+                if settings.COMPRESSION_MODEL_OVERRIDE
+                else model_id
+            )
+
+            # Use model-owner scope so provider/api_key resolves to the
+            # owner's BYOM record (shared-agent dispatch).
+            caller_user_id = user_id
+            if caller_user_id is None and isinstance(decoded_token, dict):
+                caller_user_id = decoded_token.get("sub")
+            registry_user_id = model_user_id or caller_user_id
+            provider = get_provider_from_model_id(
+                compression_model, user_id=registry_user_id
+            )
+            api_key = get_api_key_for_provider(provider)
+
+            compression_llm = LLMCreator.create_llm(
+                provider,
+                api_key=api_key,
+                user_api_key=None,
+                decoded_token=decoded_token,
+                model_id=compression_model,
+                agent_id=conversation.get("agent_id"),
+                model_user_id=registry_user_id,
+            )
+            # Side-channel LLM tag — distinguishes compression rows
+            # from primary stream rows for cost-attribution dashboards.
+            compression_llm._token_usage_source = "compression"
+
+            # Create compression service with DB update capability
+            compression_service = CompressionService(
+                llm=compression_llm,
+                model_id=compression_model,
+                conversation_service=self.conversation_service,
+            )
+
+            # Compress all queries up to the latest
+            queries_count = len(conversation.get("queries", []))
+            compress_up_to = queries_count - 1
+
+            if compress_up_to < 0:
+                logger.warning("No queries to compress")
+                return CompressionResult.success_no_compression([])
+
+            logger.info(
+                f"Initiating compression for conversation {conversation_id}: "
+                f"compressing all {queries_count} queries (0-{compress_up_to})"
+            )
+
+            # Perform compression and save to DB
+            metadata = compression_service.compress_and_save(
+                conversation_id, conversation, compress_up_to
+            )
+
+            logger.info(
+                f"Compression successful - ratio: {metadata.compression_ratio:.1f}x, "
+                f"saved {metadata.original_token_count - metadata.compressed_token_count} tokens"
+            )
+
+            # Reload under caller (conversation is owned by caller).
+            reload_user_id = caller_user_id
+            if reload_user_id is None and isinstance(decoded_token, dict):
+                reload_user_id = decoded_token.get("sub")
+            conversation = self.conversation_service.get_conversation(
+                conversation_id, user_id=reload_user_id
+            )
+
+            # Get compressed context
+            compressed_summary, recent_queries = (
+                compression_service.get_compressed_context(conversation)
+            )
+
+            return CompressionResult.success_with_compression(
+                compressed_summary, recent_queries, metadata
+            )
+
+        except Exception as e:
+            logger.error(f"Error performing compression: {str(e)}", exc_info=True)
+            return CompressionResult.failure(str(e))
+
+    def compress_mid_execution(
+        self,
+        conversation_id: str,
+        user_id: str,
+        model_id: str,
+        decoded_token: Dict[str, Any],
+        current_conversation: Optional[Dict[str, Any]] = None,
+        model_user_id: Optional[str] = None,
+    ) -> CompressionResult:
+        """
+        Perform compression during tool execution.
+
+        Args:
+            conversation_id: Conversation ID
+            user_id: Caller's user id — used for conversation access checks
+            model_id: Model ID
+            decoded_token: User token
+            current_conversation: Pre-loaded conversation (optional)
+            model_user_id: BYOM-resolution scope (model owner). For
+                shared-agent dispatch this is the agent owner; defaults
+                to ``user_id`` so built-in / caller-owned models are
+                unaffected.
+
+        Returns:
+            CompressionResult
+        """
+        try:
+            # Load conversation if not provided
+            if current_conversation:
+                conversation = current_conversation
+            else:
+                conversation = self.conversation_service.get_conversation(
+                    conversation_id, user_id
+                )
+
+            if not conversation:
+                logger.warning(
+                    f"Could not load conversation {conversation_id} for mid-execution compression"
+                )
+                return CompressionResult.failure("Conversation not found")
+
+            # Perform compression
+            return self._perform_compression(
+                conversation_id,
+                conversation,
+                model_id,
+                decoded_token,
+                user_id=user_id,
+                model_user_id=model_user_id,
+            )
+
+        except Exception as e:
+            logger.error(
+                f"Error in mid-execution compression: {str(e)}", exc_info=True
+            )
+            return CompressionResult.failure(str(e))

application/api/answer/services/compression/prompt_builder.py

@@ -0,0 +1,149 @@
+"""Compression prompt building logic."""
+
+import logging
+from pathlib import Path
+from typing import Any, Dict, List, Optional
+
+logger = logging.getLogger(__name__)
+
+
+class CompressionPromptBuilder:
+    """Builds prompts for LLM compression calls."""
+
+    def __init__(self, version: str = "v1.0"):
+        """
+        Initialize prompt builder.
+
+        Args:
+            version: Prompt template version to use
+        """
+        self.version = version
+        self.system_prompt = self._load_prompt(version)
+
+    def _load_prompt(self, version: str) -> str:
+        """
+        Load prompt template from file.
+
+        Args:
+            version: Version string (e.g., 'v1.0')
+
+        Returns:
+            Prompt template content
+
+        Raises:
+            FileNotFoundError: If prompt template file doesn't exist
+        """
+        current_dir = Path(__file__).resolve().parents[4]
+        prompt_path = current_dir / "prompts" / "compression" / f"{version}.txt"
+
+        try:
+            with open(prompt_path, "r") as f:
+                return f.read()
+        except FileNotFoundError:
+            logger.error(f"Compression prompt template not found: {prompt_path}")
+            raise FileNotFoundError(
+                f"Compression prompt template '{version}' not found at {prompt_path}. "
+                f"Please ensure the template file exists."
+            )
+
+    def build_prompt(
+        self,
+        queries: List[Dict[str, Any]],
+        existing_compressions: Optional[List[Dict[str, Any]]] = None,
+    ) -> List[Dict[str, str]]:
+        """
+        Build messages for compression LLM call.
+
+        Args:
+            queries: List of query objects to compress
+            existing_compressions: List of previous compression points
+
+        Returns:
+            List of message dicts for LLM
+        """
+        # Build conversation text
+        conversation_text = self._format_conversation(queries)
+
+        # Add existing compression context if present
+        existing_compression_context = ""
+        if existing_compressions and len(existing_compressions) > 0:
+            existing_compression_context = (
+                "\n\nIMPORTANT: This conversation has been compressed before. "
+                "Previous compression summaries:\n\n"
+            )
+            for i, comp in enumerate(existing_compressions):
+                existing_compression_context += (
+                    f"--- Compression {i + 1} (up to message {comp.get('query_index', 'unknown')}) ---\n"
+                    f"{comp.get('compressed_summary', '')}\n\n"
+                )
+            existing_compression_context += (
+                "Your task is to create a NEW summary that incorporates the context from "
+                "previous compressions AND the new messages below. The final summary should "
+                "be comprehensive and include all important information from both previous "
+                "compressions and new messages.\n\n"
+            )
+
+        user_prompt = (
+            f"{existing_compression_context}"
+            f"Here is the conversation to summarize:\n\n"
+            f"{conversation_text}"
+        )
+
+        messages = [
+            {"role": "system", "content": self.system_prompt},
+            {"role": "user", "content": user_prompt},
+        ]
+
+        return messages
+
+    def _format_conversation(self, queries: List[Dict[str, Any]]) -> str:
+        """
+        Format conversation queries into readable text for compression.
+
+        Args:
+            queries: List of query objects
+
+        Returns:
+            Formatted conversation text
+        """
+        conversation_lines = []
+
+        for i, query in enumerate(queries):
+            conversation_lines.append(f"--- Message {i + 1} ---")
+            conversation_lines.append(f"User: {query.get('prompt', '')}")
+
+            # Add tool calls if present
+            tool_calls = query.get("tool_calls", [])
+            if tool_calls:
+                conversation_lines.append("\nTool Calls:")
+                for tc in tool_calls:
+                    tool_name = tc.get("tool_name", "unknown")
+                    action_name = tc.get("action_name", "unknown")
+                    arguments = tc.get("arguments", {})
+                    result = tc.get("result", "")
+                    if result is None:
+                        result = ""
+                    status = tc.get("status", "unknown")
+
+                    # Include full tool result for complete compression context
+                    conversation_lines.append(
+                        f"  - {tool_name}.{action_name}({arguments}) "
+                        f"[{status}] → {result}"
+                    )
+
+            # Add agent thought if present
+            thought = query.get("thought", "")
+            if thought:
+                conversation_lines.append(f"\nAgent Thought: {thought}")
+
+            # Add assistant response
+            conversation_lines.append(f"\nAssistant: {query.get('response', '')}")
+
+            # Add sources if present
+            sources = query.get("sources", [])
+            if sources:
+                conversation_lines.append(f"\nSources Used: {len(sources)} documents")
+
+            conversation_lines.append("")  # Empty line between messages
+
+        return "\n".join(conversation_lines)

application/api/answer/services/compression/service.py

@@ -0,0 +1,311 @@
+"""Core compression service with simplified responsibilities."""
+
+import logging
+import re
+from datetime import datetime, timezone
+from typing import Any, Dict, List, Optional
+
+from application.api.answer.services.compression.prompt_builder import (
+    CompressionPromptBuilder,
+)
+from application.api.answer.services.compression.token_counter import TokenCounter
+from application.api.answer.services.compression.types import (
+    CompressionMetadata,
+)
+from application.core.settings import settings
+
+logger = logging.getLogger(__name__)
+
+
+class CompressionService:
+    """
+    Service for compressing conversation history.
+
+    Handles DB updates.
+    """
+
+    def __init__(
+        self,
+        llm,
+        model_id: str,
+        conversation_service=None,
+        prompt_builder: Optional[CompressionPromptBuilder] = None,
+    ):
+        """
+        Initialize compression service.
+
+        Args:
+            llm: LLM instance to use for compression
+            model_id: Model ID for compression
+            conversation_service: Service for DB operations (optional, for DB updates)
+            prompt_builder: Custom prompt builder (optional)
+        """
+        self.llm = llm
+        self.model_id = model_id
+        self.conversation_service = conversation_service
+        self.prompt_builder = prompt_builder or CompressionPromptBuilder(
+            version=settings.COMPRESSION_PROMPT_VERSION
+        )
+
+    def compress_conversation(
+        self,
+        conversation: Dict[str, Any],
+        compress_up_to_index: int,
+    ) -> CompressionMetadata:
+        """
+        Compress conversation history up to specified index.
+
+        Args:
+            conversation: Full conversation document
+            compress_up_to_index: Last query index to include in compression
+
+        Returns:
+            CompressionMetadata with compression details
+
+        Raises:
+            ValueError: If compress_up_to_index is invalid
+        """
+        try:
+            queries = conversation.get("queries", [])
+
+            if compress_up_to_index < 0 or compress_up_to_index >= len(queries):
+                raise ValueError(
+                    f"Invalid compress_up_to_index: {compress_up_to_index} "
+                    f"(conversation has {len(queries)} queries)"
+                )
+
+            # Get queries to compress
+            queries_to_compress = queries[: compress_up_to_index + 1]
+
+            # Check if there are existing compressions
+            existing_compressions = conversation.get("compression_metadata", {}).get(
+                "compression_points", []
+            )
+
+            if existing_compressions:
+                logger.info(
+                    f"Found {len(existing_compressions)} previous compression(s) - "
+                    f"will incorporate into new summary"
+                )
+
+            # Calculate original token count
+            original_tokens = TokenCounter.count_query_tokens(queries_to_compress)
+
+            # Log tool call stats
+            self._log_tool_call_stats(queries_to_compress)
+
+            # Build compression prompt
+            messages = self.prompt_builder.build_prompt(
+                queries_to_compress, existing_compressions
+            )
+
+            # Call LLM to generate compression
+            logger.info(
+                f"Starting compression: {len(queries_to_compress)} queries "
+                f"(messages 0-{compress_up_to_index}, {original_tokens} tokens) "
+                f"using model {self.model_id}"
+            )
+
+            # See note in conversation_service.py: ``self.model_id`` is
+            # the registry id (UUID for BYOM); the LLM's own model_id is
+            # what the provider's API actually expects.
+            response = self.llm.gen(
+                model=getattr(self.llm, "model_id", None) or self.model_id,
+                messages=messages,
+                max_tokens=4000,
+            )
+
+            # Extract summary from response
+            compressed_summary = self._extract_summary(response)
+
+            # Calculate compressed token count
+            compressed_tokens = TokenCounter.count_message_tokens(
+                [{"content": compressed_summary}]
+            )
+
+            # Calculate compression ratio
+            compression_ratio = (
+                original_tokens / compressed_tokens if compressed_tokens > 0 else 0
+            )
+
+            logger.info(
+                f"Compression complete: {original_tokens} → {compressed_tokens} tokens "
+                f"({compression_ratio:.1f}x compression)"
+            )
+
+            # Build compression metadata
+            compression_metadata = CompressionMetadata(
+                timestamp=datetime.now(timezone.utc),
+                query_index=compress_up_to_index,
+                compressed_summary=compressed_summary,
+                original_token_count=original_tokens,
+                compressed_token_count=compressed_tokens,
+                compression_ratio=compression_ratio,
+                model_used=self.model_id,
+                compression_prompt_version=self.prompt_builder.version,
+            )
+
+            return compression_metadata
+
+        except Exception as e:
+            logger.error(f"Error compressing conversation: {str(e)}", exc_info=True)
+            raise
+
+    def compress_and_save(
+        self,
+        conversation_id: str,
+        conversation: Dict[str, Any],
+        compress_up_to_index: int,
+    ) -> CompressionMetadata:
+        """
+        Compress conversation and save to database.
+
+        Args:
+            conversation_id: Conversation ID
+            conversation: Full conversation document
+            compress_up_to_index: Last query index to include
+
+        Returns:
+            CompressionMetadata
+
+        Raises:
+            ValueError: If conversation_service not provided or invalid index
+        """
+        if not self.conversation_service:
+            raise ValueError(
+                "conversation_service required for compress_and_save operation"
+            )
+
+        # Perform compression
+        metadata = self.compress_conversation(conversation, compress_up_to_index)
+
+        # Save to database
+        self.conversation_service.update_compression_metadata(
+            conversation_id, metadata.to_dict()
+        )
+
+        logger.info(f"Compression metadata saved to database for {conversation_id}")
+
+        return metadata
+
+    def get_compressed_context(
+        self, conversation: Dict[str, Any]
+    ) -> tuple[Optional[str], List[Dict[str, Any]]]:
+        """
+        Get compressed summary + recent uncompressed messages.
+
+        Args:
+            conversation: Full conversation document
+
+        Returns:
+            (compressed_summary, recent_messages)
+        """
+        try:
+            compression_metadata = conversation.get("compression_metadata", {})
+
+            if not compression_metadata.get("is_compressed"):
+                logger.debug("No compression metadata found - using full history")
+                queries = conversation.get("queries", [])
+                if queries is None:
+                    logger.error("Conversation queries is None - returning empty list")
+                    return None, []
+                return None, queries
+
+            compression_points = compression_metadata.get("compression_points", [])
+
+            if not compression_points:
+                logger.debug("No compression points found - using full history")
+                queries = conversation.get("queries", [])
+                if queries is None:
+                    logger.error("Conversation queries is None - returning empty list")
+                    return None, []
+                return None, queries
+
+            # Get the most recent compression point
+            latest_compression = compression_points[-1]
+            compressed_summary = latest_compression.get("compressed_summary")
+            last_compressed_index = latest_compression.get("query_index")
+            compressed_tokens = latest_compression.get("compressed_token_count", 0)
+            original_tokens = latest_compression.get("original_token_count", 0)
+
+            # Get only messages after compression point
+            queries = conversation.get("queries", [])
+            total_queries = len(queries)
+            recent_queries = queries[last_compressed_index + 1 :]
+
+            logger.info(
+                f"Using compressed context: summary ({compressed_tokens} tokens, "
+                f"compressed from {original_tokens}) + {len(recent_queries)} recent messages "
+                f"(messages {last_compressed_index + 1}-{total_queries - 1})"
+            )
+
+            return compressed_summary, recent_queries
+
+        except Exception as e:
+            logger.error(
+                f"Error getting compressed context: {str(e)}", exc_info=True
+            )
+            queries = conversation.get("queries", [])
+            if queries is None:
+                return None, []
+            return None, queries
+
+    def _extract_summary(self, llm_response: str) -> str:
+        """
+        Extract clean summary from LLM response.
+
+        Args:
+            llm_response: Raw LLM response
+
+        Returns:
+            Cleaned summary text
+        """
+        try:
+            # Try to extract content within <summary> tags
+            summary_match = re.search(
+                r"<summary>(.*?)</summary>", llm_response, re.DOTALL
+            )
+
+            if summary_match:
+                summary = summary_match.group(1).strip()
+            else:
+                # If no summary tags, remove analysis tags and use the rest
+                summary = re.sub(
+                    r"<analysis>.*?</analysis>", "", llm_response, flags=re.DOTALL
+                ).strip()
+
+            return summary
+
+        except Exception as e:
+            logger.warning(f"Error extracting summary: {str(e)}, using full response")
+            return llm_response
+
+    def _log_tool_call_stats(self, queries: List[Dict[str, Any]]) -> None:
+        """Log statistics about tool calls in queries."""
+        total_tool_calls = 0
+        total_tool_result_chars = 0
+        tool_call_breakdown = {}
+
+        for q in queries:
+            for tc in q.get("tool_calls", []):
+                total_tool_calls += 1
+                tool_name = tc.get("tool_name", "unknown")
+                action_name = tc.get("action_name", "unknown")
+                key = f"{tool_name}.{action_name}"
+                tool_call_breakdown[key] = tool_call_breakdown.get(key, 0) + 1
+
+                # Track total tool result size
+                result = tc.get("result", "")
+                if result:
+                    total_tool_result_chars += len(str(result))
+
+        if total_tool_calls > 0:
+            tool_breakdown_str = ", ".join(
+                f"{tool}({count})"
+                for tool, count in sorted(tool_call_breakdown.items())
+            )
+            tool_result_kb = total_tool_result_chars / 1024
+            logger.info(
+                f"Tool call breakdown: {tool_breakdown_str} "
+                f"(total result size: {tool_result_kb:.1f} KB, {total_tool_result_chars:,} chars)"
+            )

application/api/answer/services/compression/threshold_checker.py

@@ -0,0 +1,110 @@
+"""Compression threshold checking logic."""
+
+import logging
+from typing import Any, Dict
+
+from application.core.model_utils import get_token_limit
+from application.core.settings import settings
+from application.api.answer.services.compression.token_counter import TokenCounter
+
+logger = logging.getLogger(__name__)
+
+
+class CompressionThresholdChecker:
+    """Determines if compression is needed based on token thresholds."""
+
+    def __init__(self, threshold_percentage: float = None):
+        """
+        Initialize threshold checker.
+
+        Args:
+            threshold_percentage: Percentage of context to use as threshold
+                                 (defaults to settings.COMPRESSION_THRESHOLD_PERCENTAGE)
+        """
+        self.threshold_percentage = (
+            threshold_percentage or settings.COMPRESSION_THRESHOLD_PERCENTAGE
+        )
+
+    def should_compress(
+        self,
+        conversation: Dict[str, Any],
+        model_id: str,
+        current_query_tokens: int = 500,
+        user_id: str | None = None,
+    ) -> bool:
+        """
+        Determine if compression is needed.
+
+        Args:
+            conversation: Full conversation document
+            model_id: Target model for this request
+            current_query_tokens: Estimated tokens for current query
+            user_id: Owner — needed so per-user BYOM custom-model UUIDs
+                resolve when looking up the context window.
+
+        Returns:
+            True if tokens >= threshold% of context window
+        """
+        try:
+            # Calculate total tokens in conversation
+            total_tokens = TokenCounter.count_conversation_tokens(conversation)
+            total_tokens += current_query_tokens
+
+            # Get context window limit for model
+            context_limit = get_token_limit(model_id, user_id=user_id)
+
+            # Calculate threshold
+            threshold = int(context_limit * self.threshold_percentage)
+
+            compression_needed = total_tokens >= threshold
+            percentage_used = (total_tokens / context_limit) * 100
+
+            if compression_needed:
+                logger.warning(
+                    f"COMPRESSION TRIGGERED: {total_tokens} tokens / {context_limit} limit "
+                    f"({percentage_used:.1f}% used, threshold: {self.threshold_percentage * 100:.0f}%)"
+                )
+            else:
+                logger.info(
+                    f"Compression check: {total_tokens}/{context_limit} tokens "
+                    f"({percentage_used:.1f}% used, threshold: {self.threshold_percentage * 100:.0f}%) - No compression needed"
+                )
+
+            return compression_needed
+
+        except Exception as e:
+            logger.error(f"Error checking compression need: {str(e)}", exc_info=True)
+            return False
+
+    def check_message_tokens(
+        self, messages: list, model_id: str, user_id: str | None = None
+    ) -> bool:
+        """
+        Check if message list exceeds threshold.
+
+        Args:
+            messages: List of message dicts
+            model_id: Target model
+            user_id: Owner — needed so per-user BYOM custom-model UUIDs
+                resolve when looking up the context window.
+
+        Returns:
+            True if at or above threshold
+        """
+        try:
+            current_tokens = TokenCounter.count_message_tokens(messages)
+            context_limit = get_token_limit(model_id, user_id=user_id)
+            threshold = int(context_limit * self.threshold_percentage)
+
+            if current_tokens >= threshold:
+                logger.warning(
+                    f"Message context limit approaching: {current_tokens}/{context_limit} tokens "
+                    f"({(current_tokens/context_limit)*100:.1f}%)"
+                )
+                return True
+
+            return False
+
+        except Exception as e:
+            logger.error(f"Error checking message tokens: {str(e)}", exc_info=True)
+            return False

application/api/answer/services/compression/token_counter.py

@@ -0,0 +1,133 @@
+"""Token counting utilities for compression."""
+
+import logging
+from typing import Any, Dict, List
+
+from application.utils import num_tokens_from_string
+from application.core.settings import settings
+
+logger = logging.getLogger(__name__)
+
+
+class TokenCounter:
+    """Centralized token counting for conversations and messages."""
+
+    # Per-image token estimate. Provider tokenizers vary widely
+    # (Gemini ~258, GPT-4o 85-1500, Claude ~1500) and the actual cost
+    # depends on resolution/detail we can't see here. Errs slightly high
+    # so the threshold check stays conservative.
+    _IMAGE_PART_TOKEN_ESTIMATE = 1500
+
+    @staticmethod
+    def count_message_tokens(messages: List[Dict]) -> int:
+        """
+        Calculate total tokens in a list of messages.
+
+        Args:
+            messages: List of message dicts with 'content' field
+
+        Returns:
+            Total token count
+        """
+        total_tokens = 0
+        for message in messages:
+            content = message.get("content", "")
+            if isinstance(content, str):
+                total_tokens += num_tokens_from_string(content)
+            elif isinstance(content, list):
+                # Handle structured content (tool calls, image parts, etc.)
+                for item in content:
+                    if isinstance(item, dict):
+                        total_tokens += TokenCounter._count_content_part(item)
+        return total_tokens
+
+    @staticmethod
+    def _count_content_part(item: Dict) -> int:
+        # Image/file attachments are billed by the provider per image,
+        # not proportional to the inline bytes/base64 string.
+        # ``str(item)`` on a 1MB image inflates the count by ~10000x,
+        # which trips spurious compression and overflows downstream
+        # input limits.
+        item_type = item.get("type")
+
+        if "files" in item:
+            files = item.get("files")
+            count = len(files) if isinstance(files, list) and files else 1
+            return TokenCounter._IMAGE_PART_TOKEN_ESTIMATE * count
+
+        if "image_url" in item or item_type in {
+            "image",
+            "image_url",
+            "input_image",
+            "file",
+        }:
+            return TokenCounter._IMAGE_PART_TOKEN_ESTIMATE
+
+        return num_tokens_from_string(str(item))
+
+    @staticmethod
+    def count_query_tokens(
+        queries: List[Dict[str, Any]], include_tool_calls: bool = True
+    ) -> int:
+        """
+        Count tokens across multiple query objects.
+
+        Args:
+            queries: List of query objects from conversation
+            include_tool_calls: Whether to count tool call tokens
+
+        Returns:
+            Total token count
+        """
+        total_tokens = 0
+
+        for query in queries:
+            # Count prompt and response tokens
+            if "prompt" in query:
+                total_tokens += num_tokens_from_string(query["prompt"])
+            if "response" in query:
+                total_tokens += num_tokens_from_string(query["response"])
+            if "thought" in query:
+                total_tokens += num_tokens_from_string(query.get("thought", ""))
+
+            # Count tool call tokens
+            if include_tool_calls and "tool_calls" in query:
+                for tool_call in query["tool_calls"]:
+                    tool_call_string = (
+                        f"Tool: {tool_call.get('tool_name')} | "
+                        f"Action: {tool_call.get('action_name')} | "
+                        f"Args: {tool_call.get('arguments')} | "
+                        f"Response: {tool_call.get('result')}"
+                    )
+                    total_tokens += num_tokens_from_string(tool_call_string)
+
+        return total_tokens
+
+    @staticmethod
+    def count_conversation_tokens(
+        conversation: Dict[str, Any], include_system_prompt: bool = False
+    ) -> int:
+        """
+        Calculate total tokens in a conversation.
+
+        Args:
+            conversation: Conversation document
+            include_system_prompt: Whether to include system prompt in count
+
+        Returns:
+            Total token count
+        """
+        try:
+            queries = conversation.get("queries", [])
+            total_tokens = TokenCounter.count_query_tokens(queries)
+
+            # Add system prompt tokens if requested
+            if include_system_prompt:
+                # Rough estimate for system prompt
+                total_tokens += settings.RESERVED_TOKENS.get("system_prompt", 500)
+
+            return total_tokens
+
+        except Exception as e:
+            logger.error(f"Error calculating conversation tokens: {str(e)}")
+            return 0

application/api/answer/services/compression/types.py

@@ -0,0 +1,83 @@
+"""Type definitions for compression module."""
+
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Any, Dict, List, Optional
+
+
+@dataclass
+class CompressionMetadata:
+    """Metadata about a compression operation."""
+
+    timestamp: datetime
+    query_index: int
+    compressed_summary: str
+    original_token_count: int
+    compressed_token_count: int
+    compression_ratio: float
+    model_used: str
+    compression_prompt_version: str
+
+    def to_dict(self) -> Dict[str, Any]:
+        """Convert to dictionary for DB storage."""
+        return {
+            "timestamp": self.timestamp,
+            "query_index": self.query_index,
+            "compressed_summary": self.compressed_summary,
+            "original_token_count": self.original_token_count,
+            "compressed_token_count": self.compressed_token_count,
+            "compression_ratio": self.compression_ratio,
+            "model_used": self.model_used,
+            "compression_prompt_version": self.compression_prompt_version,
+        }
+
+
+@dataclass
+class CompressionResult:
+    """Result of a compression operation."""
+
+    success: bool
+    compressed_summary: Optional[str] = None
+    recent_queries: List[Dict[str, Any]] = field(default_factory=list)
+    metadata: Optional[CompressionMetadata] = None
+    error: Optional[str] = None
+    compression_performed: bool = False
+
+    @classmethod
+    def success_with_compression(
+        cls, summary: str, queries: List[Dict], metadata: CompressionMetadata
+    ) -> "CompressionResult":
+        """Create a successful result with compression."""
+        return cls(
+            success=True,
+            compressed_summary=summary,
+            recent_queries=queries,
+            metadata=metadata,
+            compression_performed=True,
+        )
+
+    @classmethod
+    def success_no_compression(cls, queries: List[Dict]) -> "CompressionResult":
+        """Create a successful result without compression needed."""
+        return cls(
+            success=True,
+            recent_queries=queries,
+            compression_performed=False,
+        )
+
+    @classmethod
+    def failure(cls, error: str) -> "CompressionResult":
+        """Create a failure result."""
+        return cls(success=False, error=error, compression_performed=False)
+
+    def as_history(self) -> List[Dict[str, str]]:
+        """
+        Convert recent queries to history format.
+
+        Returns:
+            List of prompt/response dicts
+        """
+        return [
+            {"prompt": q["prompt"], "response": q["response"]}
+            for q in self.recent_queries
+        ]

application/api/answer/services/continuation_service.py

@@ -0,0 +1,163 @@
+"""Service for saving and restoring tool-call continuation state.
+
+When a stream pauses (tool needs approval or client-side execution),
+the full execution state is persisted to Postgres so the client can
+resume later by sending tool_actions.
+"""
+
+import logging
+from typing import Any, Dict, List, Optional
+
+from application.storage.db.base_repository import looks_like_uuid
+from application.storage.db.repositories.conversations import ConversationsRepository
+from application.storage.db.repositories.pending_tool_state import (
+    PendingToolStateRepository,
+)
+from application.storage.db.serialization import coerce_pg_native as _make_serializable
+from application.storage.db.session import db_readonly, db_session
+
+logger = logging.getLogger(__name__)
+
+# TTL for pending states — auto-cleaned after this period
+PENDING_STATE_TTL_SECONDS = 30 * 60  # 30 minutes
+
+# Re-export so the existing tests at tests/api/answer/services/test_continuation_service_pg.py
+# can keep importing ``_make_serializable`` from here.
+__all__ = ["_make_serializable", "ContinuationService", "PENDING_STATE_TTL_SECONDS"]
+
+
+class ContinuationService:
+    """Manages pending tool-call state in Postgres."""
+
+    def __init__(self):
+        # No-op constructor retained for call-site compatibility. State
+        # lives in Postgres now; each operation opens its own short-lived
+        # session rather than holding a connection on the service.
+        pass
+
+    def save_state(
+        self,
+        conversation_id: str,
+        user: str,
+        messages: List[Dict],
+        pending_tool_calls: List[Dict],
+        tools_dict: Dict,
+        tool_schemas: List[Dict],
+        agent_config: Dict,
+        client_tools: Optional[List[Dict]] = None,
+    ) -> str:
+        """Save execution state for later continuation.
+
+        ``conversation_id`` may be a Postgres UUID or the legacy Mongo
+        ``ObjectId`` string — the latter is resolved via
+        ``conversations.legacy_mongo_id`` to find the matching row.
+
+        Args:
+            conversation_id: The conversation this state belongs to.
+            user: Owner user ID.
+            messages: Full messages array at the pause point.
+            pending_tool_calls: Tool calls awaiting client action.
+            tools_dict: Serializable tools configuration dict.
+            tool_schemas: LLM-formatted tool schemas (agent.tools).
+            agent_config: Config needed to recreate the agent on resume.
+            client_tools: Client-provided tool schemas for client-side execution.
+
+        Returns:
+            The string ID (conversation_id as provided) of the saved state.
+        """
+        with db_session() as conn:
+            conv = ConversationsRepository(conn).get_by_legacy_id(conversation_id)
+            if conv is not None:
+                pg_conv_id = conv["id"]
+            elif looks_like_uuid(conversation_id):
+                pg_conv_id = conversation_id
+            else:
+                # Unresolvable legacy ObjectId — downstream ``CAST AS uuid``
+                # would raise and poison the save. Surface the mismatch so
+                # the caller can decide (the stream loop in routes/base.py
+                # already wraps this in try/except).
+                raise ValueError(
+                    f"Cannot save continuation state: conversation_id "
+                    f"{conversation_id!r} is neither a PG UUID nor a "
+                    f"backfilled legacy Mongo id."
+                )
+            PendingToolStateRepository(conn).save_state(
+                pg_conv_id,
+                user,
+                messages=_make_serializable(messages),
+                pending_tool_calls=_make_serializable(pending_tool_calls),
+                tools_dict=_make_serializable(tools_dict),
+                tool_schemas=_make_serializable(tool_schemas),
+                agent_config=_make_serializable(agent_config),
+                client_tools=_make_serializable(client_tools) if client_tools else None,
+            )
+
+        logger.info(
+            f"Saved continuation state for conversation {conversation_id} "
+            f"with {len(pending_tool_calls)} pending tool call(s)"
+        )
+        return conversation_id
+
+    def load_state(
+        self, conversation_id: str, user: str
+    ) -> Optional[Dict[str, Any]]:
+        """Load pending continuation state.
+
+        Returns:
+            The state dict, or None if no pending state exists.
+        """
+        with db_readonly() as conn:
+            conv = ConversationsRepository(conn).get_by_legacy_id(conversation_id)
+            if conv is not None:
+                pg_conv_id = conv["id"]
+            elif looks_like_uuid(conversation_id):
+                pg_conv_id = conversation_id
+            else:
+                # Unresolvable legacy ObjectId → no state can exist for it.
+                return None
+            doc = PendingToolStateRepository(conn).load_state(pg_conv_id, user)
+        if not doc:
+            return None
+        return doc
+
+    def delete_state(self, conversation_id: str, user: str) -> bool:
+        """Delete pending state after successful resumption.
+
+        Returns:
+            True if a row was deleted.
+        """
+        with db_session() as conn:
+            conv = ConversationsRepository(conn).get_by_legacy_id(conversation_id)
+            if conv is not None:
+                pg_conv_id = conv["id"]
+            elif looks_like_uuid(conversation_id):
+                pg_conv_id = conversation_id
+            else:
+                # Unresolvable legacy ObjectId → nothing to delete.
+                return False
+            deleted = PendingToolStateRepository(conn).delete_state(pg_conv_id, user)
+        if deleted:
+            logger.info(
+                f"Deleted continuation state for conversation {conversation_id}"
+            )
+        return deleted
+
+    def mark_resuming(self, conversation_id: str, user: str) -> bool:
+        """Flip the pending row to ``resuming`` so a crashed resume can be retried."""
+        with db_session() as conn:
+            conv = ConversationsRepository(conn).get_by_legacy_id(conversation_id)
+            if conv is not None:
+                pg_conv_id = conv["id"]
+            elif looks_like_uuid(conversation_id):
+                pg_conv_id = conversation_id
+            else:
+                return False
+            flipped = PendingToolStateRepository(conn).mark_resuming(
+                pg_conv_id, user
+            )
+        if flipped:
+            logger.info(
+                f"Marked continuation state as resuming for conversation "
+                f"{conversation_id}"
+            )
+        return flipped

application/api/answer/services/conversation_service.py

@@ -0,0 +1,533 @@
+"""Conversation persistence service backed by Postgres.
+
+Handles create / append / update / compression for conversations during
+the answer-streaming path. Connections are opened per-operation rather
+than held for the duration of a stream.
+"""
+
+import logging
+import uuid
+from datetime import datetime, timezone
+from typing import Any, Dict, List, Optional
+
+from sqlalchemy import text as sql_text
+
+from application.core.settings import settings
+from application.storage.db.base_repository import looks_like_uuid
+from application.storage.db.repositories.agents import AgentsRepository
+from application.storage.db.repositories.conversations import (
+    ConversationsRepository,
+    MessageUpdateOutcome,
+)
+from application.storage.db.session import db_readonly, db_session
+
+
+logger = logging.getLogger(__name__)
+
+
+# Shown to the user if the worker dies mid-stream and the response is never finalised.
+TERMINATED_RESPONSE_PLACEHOLDER = (
+    "Response was terminated prior to completion, try regenerating."
+)
+
+
+class ConversationService:
+    def get_conversation(
+        self, conversation_id: str, user_id: str
+    ) -> Optional[Dict[str, Any]]:
+        """Retrieve a conversation with owner-or-shared access control.
+
+        Returns a dict in the legacy Mongo shape — ``queries`` is a list
+        of message dicts (prompt/response/...) — for compatibility with
+        the streaming pipeline that consumes this shape.
+        """
+        if not conversation_id or not user_id:
+            return None
+        try:
+            with db_readonly() as conn:
+                repo = ConversationsRepository(conn)
+                conv = repo.get_any(conversation_id, user_id)
+                if conv is None:
+                    logger.warning(
+                        f"Conversation not found or unauthorized - ID: {conversation_id}, User: {user_id}"
+                    )
+                    return None
+                messages = repo.get_messages(str(conv["id"]))
+            conv["queries"] = messages
+            conv["_id"] = str(conv["id"])
+            return conv
+        except Exception as e:
+            logger.error(f"Error fetching conversation: {str(e)}", exc_info=True)
+            return None
+
+    def save_conversation(
+        self,
+        conversation_id: Optional[str],
+        question: str,
+        response: str,
+        thought: str,
+        sources: List[Dict[str, Any]],
+        tool_calls: List[Dict[str, Any]],
+        llm: Any,
+        model_id: str,
+        decoded_token: Dict[str, Any],
+        index: Optional[int] = None,
+        api_key: Optional[str] = None,
+        agent_id: Optional[str] = None,
+        is_shared_usage: bool = False,
+        shared_token: Optional[str] = None,
+        attachment_ids: Optional[List[str]] = None,
+        metadata: Optional[Dict[str, Any]] = None,
+    ) -> str:
+        """Save or update a conversation in Postgres.
+
+        Returns the string conversation id (PG UUID as string, or the
+        caller-provided id if it was already a UUID).
+        """
+        if decoded_token is None:
+            raise ValueError("Invalid or missing authentication token")
+        user_id = decoded_token.get("sub")
+        if not user_id:
+            raise ValueError("User ID not found in token")
+        current_time = datetime.now(timezone.utc)
+
+        # Trim huge inline source text to a reasonable max before persist.
+        for source in sources:
+            if "text" in source and isinstance(source["text"], str):
+                source["text"] = source["text"][:1000]
+
+        message_payload = {
+            "prompt": question,
+            "response": response,
+            "thought": thought,
+            "sources": sources,
+            "tool_calls": tool_calls,
+            "attachments": attachment_ids,
+            "model_id": model_id,
+            "timestamp": current_time,
+        }
+        if metadata:
+            message_payload["metadata"] = metadata
+
+        if conversation_id is not None and index is not None:
+            with db_session() as conn:
+                repo = ConversationsRepository(conn)
+                conv = repo.get_any(conversation_id, user_id)
+                if conv is None:
+                    raise ValueError("Conversation not found or unauthorized")
+                conv_pg_id = str(conv["id"])
+                repo.update_message_at(conv_pg_id, index, message_payload)
+                repo.truncate_after(conv_pg_id, index)
+            return conversation_id
+        elif conversation_id:
+            with db_session() as conn:
+                repo = ConversationsRepository(conn)
+                conv = repo.get_any(conversation_id, user_id)
+                if conv is None:
+                    raise ValueError("Conversation not found or unauthorized")
+                conv_pg_id = str(conv["id"])
+                # append_message expects 'metadata' key either way; normalise.
+                append_payload = dict(message_payload)
+                append_payload.setdefault("metadata", metadata or {})
+                repo.append_message(conv_pg_id, append_payload)
+            return conversation_id
+        else:
+            messages_summary = [
+                {
+                    "role": "system",
+                    "content": "You are a helpful assistant that creates concise conversation titles. "
+                    "Summarize conversations in 3 words or less using the same language as the user.",
+                },
+                {
+                    "role": "user",
+                    "content": "Summarise following conversation in no more than 3 words, "
+                    "respond ONLY with the summary, use the same language as the "
+                    "user query \n\nUser: " + question + "\n\n" + "AI: " + response,
+                },
+            ]
+
+            # ``model_id`` here is the registry id (a UUID for BYOM
+            # records). The LLM's own ``model_id`` is the upstream name
+            # LLMCreator resolved at construction time — that's what
+            # the provider's API expects. Built-ins are unaffected.
+            completion = llm.gen(
+                model=getattr(llm, "model_id", None) or model_id,
+                messages=messages_summary,
+                max_tokens=500,
+            )
+
+            if not completion or not completion.strip():
+                completion = question[:50] if question else "New Conversation"
+
+            resolved_api_key: Optional[str] = None
+            resolved_agent_id: Optional[str] = None
+            if api_key:
+                with db_readonly() as conn:
+                    agent = AgentsRepository(conn).find_by_key(api_key)
+                if agent:
+                    resolved_api_key = agent.get("key")
+                if agent_id:
+                    resolved_agent_id = agent_id
+
+            with db_session() as conn:
+                repo = ConversationsRepository(conn)
+                conv = repo.create(
+                    user_id,
+                    completion,
+                    agent_id=resolved_agent_id,
+                    api_key=resolved_api_key,
+                    is_shared_usage=bool(resolved_agent_id and is_shared_usage),
+                    shared_token=(
+                        shared_token
+                        if (resolved_agent_id and is_shared_usage)
+                        else None
+                    ),
+                )
+                conv_pg_id = str(conv["id"])
+                append_payload = dict(message_payload)
+                append_payload.setdefault("metadata", metadata or {})
+                repo.append_message(conv_pg_id, append_payload)
+            return conv_pg_id
+
+    def save_user_question(
+        self,
+        conversation_id: Optional[str],
+        question: str,
+        decoded_token: Dict[str, Any],
+        *,
+        attachment_ids: Optional[List[str]] = None,
+        api_key: Optional[str] = None,
+        agent_id: Optional[str] = None,
+        is_shared_usage: bool = False,
+        shared_token: Optional[str] = None,
+        model_id: Optional[str] = None,
+        request_id: Optional[str] = None,
+        status: str = "pending",
+        index: Optional[int] = None,
+    ) -> Dict[str, str]:
+        """Reserve the placeholder message row before the LLM call.
+
+        ``index`` triggers regenerate semantics: messages at
+        ``position >= index`` are truncated so the new placeholder
+        lands at ``position = index`` rather than appending.
+
+        Returns ``{"conversation_id", "message_id", "request_id"}``.
+        """
+        if decoded_token is None:
+            raise ValueError("Invalid or missing authentication token")
+        user_id = decoded_token.get("sub")
+        if not user_id:
+            raise ValueError("User ID not found in token")
+
+        request_id = request_id or str(uuid.uuid4())
+
+        resolved_api_key: Optional[str] = None
+        resolved_agent_id: Optional[str] = None
+        if api_key and not conversation_id:
+            with db_readonly() as conn:
+                agent = AgentsRepository(conn).find_by_key(api_key)
+            if agent:
+                resolved_api_key = agent.get("key")
+            if agent_id:
+                resolved_agent_id = agent_id
+
+        with db_session() as conn:
+            repo = ConversationsRepository(conn)
+            if conversation_id:
+                conv = repo.get_any(conversation_id, user_id)
+                if conv is None:
+                    raise ValueError("Conversation not found or unauthorized")
+                conv_pg_id = str(conv["id"])
+                # Regenerate / edit-prior-question: drop the message at
+                # ``index`` and everything after it so the new
+                # ``reserve_message`` lands at ``position=index`` rather
+                # than appending at the end of the conversation.
+                if isinstance(index, int) and index >= 0:
+                    repo.truncate_after(conv_pg_id, keep_up_to=index - 1)
+            else:
+                fallback_name = (question[:50] if question else "New Conversation")
+                conv = repo.create(
+                    user_id,
+                    fallback_name,
+                    agent_id=resolved_agent_id,
+                    api_key=resolved_api_key,
+                    is_shared_usage=bool(resolved_agent_id and is_shared_usage),
+                    shared_token=(
+                        shared_token
+                        if (resolved_agent_id and is_shared_usage)
+                        else None
+                    ),
+                )
+                conv_pg_id = str(conv["id"])
+
+            row = repo.reserve_message(
+                conv_pg_id,
+                prompt=question,
+                placeholder_response=TERMINATED_RESPONSE_PLACEHOLDER,
+                request_id=request_id,
+                status=status,
+                attachments=attachment_ids,
+                model_id=model_id,
+            )
+            message_id = str(row["id"])
+
+        return {
+            "conversation_id": conv_pg_id,
+            "message_id": message_id,
+            "request_id": request_id,
+        }
+
+    def update_message_status(self, message_id: str, status: str) -> bool:
+        """Cheap status-only transition (e.g. ``pending → streaming``)."""
+        if not message_id:
+            return False
+        with db_session() as conn:
+            return ConversationsRepository(conn).update_message_status(
+                message_id, status,
+            )
+
+    def heartbeat_message(self, message_id: str) -> bool:
+        """Bump ``message_metadata.last_heartbeat_at`` so the reconciler's
+        staleness sweep counts the row as alive. No-ops on terminal rows.
+        """
+        if not message_id:
+            return False
+        with db_session() as conn:
+            return ConversationsRepository(conn).heartbeat_message(message_id)
+
+    def finalize_message(
+        self,
+        message_id: str,
+        response: str,
+        *,
+        thought: str = "",
+        sources: Optional[List[Dict[str, Any]]] = None,
+        tool_calls: Optional[List[Dict[str, Any]]] = None,
+        model_id: Optional[str] = None,
+        metadata: Optional[Dict[str, Any]] = None,
+        status: str = "complete",
+        error: Optional[BaseException] = None,
+        title_inputs: Optional[Dict[str, Any]] = None,
+    ) -> MessageUpdateOutcome:
+        """Commit the response and tool_call confirms in one transaction.
+
+        The outcome propagates directly from ``update_message_by_id`` so
+        callers (notably the SSE abort handler) can tell a fresh
+        finalize from "the row was already terminal" — the latter must
+        still be treated as success when the prior state was
+        ``complete``.
+        """
+        if not message_id:
+            return MessageUpdateOutcome.INVALID
+        sources = sources or []
+        for source in sources:
+            if "text" in source and isinstance(source["text"], str):
+                source["text"] = source["text"][:1000]
+
+        merged_metadata: Dict[str, Any] = dict(metadata or {})
+        if status == "failed" and error is not None:
+            merged_metadata.setdefault(
+                "error", f"{type(error).__name__}: {str(error)}"
+            )
+
+        update_fields: Dict[str, Any] = {
+            "response": response,
+            "status": status,
+            "thought": thought,
+            "sources": sources,
+            "tool_calls": tool_calls or [],
+            "metadata": merged_metadata,
+        }
+        if model_id is not None:
+            update_fields["model_id"] = model_id
+
+        # Atomic message update + tool_call_attempts confirm; the
+        # ``only_if_non_terminal`` guard prevents a late stream from
+        # retracting a row the reconciler already escalated.
+        with db_session() as conn:
+            repo = ConversationsRepository(conn)
+            outcome = repo.update_message_by_id(
+                message_id, update_fields,
+                only_if_non_terminal=True,
+            )
+            if outcome is not MessageUpdateOutcome.UPDATED:
+                logger.warning(
+                    f"finalize_message: no row updated for message_id={message_id} "
+                    f"(outcome={outcome.value} — possibly already terminal)"
+                )
+                return outcome
+            repo.confirm_executed_tool_calls(message_id)
+
+        # Outside the txn — title-gen is a multi-second LLM round trip.
+        if title_inputs and status == "complete":
+            try:
+                with db_session() as conn:
+                    self._maybe_generate_title(conn, message_id, title_inputs)
+            except Exception as e:
+                logger.error(
+                    f"finalize_message title generation failed: {e}",
+                    exc_info=True,
+                )
+        return MessageUpdateOutcome.UPDATED
+
+    def _maybe_generate_title(
+        self,
+        conn,
+        message_id: str,
+        title_inputs: Dict[str, Any],
+    ) -> None:
+        """Generate an LLM-summarised conversation name if one isn't set yet."""
+        llm = title_inputs.get("llm")
+        question = title_inputs.get("question") or ""
+        response = title_inputs.get("response") or ""
+        fallback_name = title_inputs.get("fallback_name") or question[:50]
+        if llm is None:
+            return
+
+        row = conn.execute(
+            sql_text(
+                "SELECT c.id, c.name FROM conversation_messages m "
+                "JOIN conversations c ON c.id = m.conversation_id "
+                "WHERE m.id = CAST(:mid AS uuid)"
+            ),
+            {"mid": message_id},
+        ).fetchone()
+        if row is None:
+            return
+        conv_id, current_name = str(row[0]), row[1]
+        if current_name and current_name != fallback_name:
+            return
+
+        messages_summary = [
+            {
+                "role": "system",
+                "content": "You are a helpful assistant that creates concise conversation titles. "
+                "Summarize conversations in 3 words or less using the same language as the user.",
+            },
+            {
+                "role": "user",
+                "content": "Summarise following conversation in no more than 3 words, "
+                "respond ONLY with the summary, use the same language as the "
+                "user query \n\nUser: " + question + "\n\n" + "AI: " + response,
+            },
+        ]
+        completion = llm.gen(
+            model=getattr(llm, "model_id", None) or title_inputs.get("model_id"),
+            messages=messages_summary,
+            max_tokens=500,
+        )
+        if not completion or not completion.strip():
+            completion = fallback_name or "New Conversation"
+        conn.execute(
+            sql_text(
+                "UPDATE conversations SET name = :name, updated_at = now() "
+                "WHERE id = CAST(:id AS uuid)"
+            ),
+            {"id": conv_id, "name": completion.strip()},
+        )
+
+    def update_compression_metadata(
+        self, conversation_id: str, compression_metadata: Dict[str, Any]
+    ) -> None:
+        """Persist compression flags and append a compression point.
+
+        Mirrors the Mongo-era ``$set`` + ``$push $slice`` on
+        ``compression_metadata`` but goes through the PG repo API.
+        """
+        try:
+            with db_session() as conn:
+                repo = ConversationsRepository(conn)
+                # conversation_id here comes from the streaming pipeline
+                # which has already resolved it; accept either UUID or
+                # legacy id for safety.
+                conv = repo.get_by_legacy_id(conversation_id)
+                conv_pg_id = (
+                    str(conv["id"]) if conv is not None else conversation_id
+                )
+                repo.set_compression_flags(
+                    conv_pg_id,
+                    is_compressed=True,
+                    last_compression_at=compression_metadata.get("timestamp"),
+                )
+                repo.append_compression_point(
+                    conv_pg_id,
+                    compression_metadata,
+                    max_points=settings.COMPRESSION_MAX_HISTORY_POINTS,
+                )
+            logger.info(
+                f"Updated compression metadata for conversation {conversation_id}"
+            )
+        except Exception as e:
+            logger.error(
+                f"Error updating compression metadata: {str(e)}", exc_info=True
+            )
+            raise
+
+    def append_compression_message(
+        self, conversation_id: str, compression_metadata: Dict[str, Any]
+    ) -> None:
+        """Append a synthetic compression summary message to the conversation."""
+        try:
+            summary = compression_metadata.get("compressed_summary", "")
+            if not summary:
+                return
+            timestamp = compression_metadata.get(
+                "timestamp", datetime.now(timezone.utc)
+            )
+
+            with db_session() as conn:
+                repo = ConversationsRepository(conn)
+                conv = repo.get_by_legacy_id(conversation_id)
+                conv_pg_id = (
+                    str(conv["id"]) if conv is not None else conversation_id
+                )
+                repo.append_message(conv_pg_id, {
+                    "prompt": "[Context Compression Summary]",
+                    "response": summary,
+                    "thought": "",
+                    "sources": [],
+                    "tool_calls": [],
+                    "attachments": [],
+                    "model_id": compression_metadata.get("model_used"),
+                    "timestamp": timestamp,
+                })
+            logger.info(
+                f"Appended compression summary to conversation {conversation_id}"
+            )
+        except Exception as e:
+            logger.error(
+                f"Error appending compression summary: {str(e)}", exc_info=True
+            )
+
+    def get_compression_metadata(
+        self, conversation_id: str
+    ) -> Optional[Dict[str, Any]]:
+        """Fetch the stored compression metadata JSONB blob for a conversation."""
+        try:
+            with db_readonly() as conn:
+                repo = ConversationsRepository(conn)
+                conv = repo.get_by_legacy_id(conversation_id)
+                if conv is None:
+                    # Fallback to UUID lookup without user scoping — the
+                    # caller already holds an authenticated conversation
+                    # id from the streaming path. Gate on id shape so a
+                    # non-UUID (legacy ObjectId that wasn't backfilled)
+                    # doesn't reach CAST — the cast raises and spams the
+                    # logs with a stack trace on every call.
+                    if not looks_like_uuid(conversation_id):
+                        return None
+                    result = conn.execute(
+                        sql_text(
+                            "SELECT compression_metadata FROM conversations "
+                            "WHERE id = CAST(:id AS uuid)"
+                        ),
+                        {"id": conversation_id},
+                    )
+                    row = result.fetchone()
+                    return row[0] if row is not None else None
+            return conv.get("compression_metadata") if conv else None
+        except Exception as e:
+            logger.error(
+                f"Error getting compression metadata: {str(e)}", exc_info=True
+            )
+            return None

application/api/answer/services/prompt_renderer.py

@@ -0,0 +1,97 @@
+import logging
+from typing import Any, Dict, Optional
+
+from application.templates.namespaces import NamespaceManager
+
+from application.templates.template_engine import TemplateEngine, TemplateRenderError
+
+logger = logging.getLogger(__name__)
+
+
+class PromptRenderer:
+    """Service for rendering prompts with dynamic context using namespaces"""
+
+    def __init__(self):
+        self.template_engine = TemplateEngine()
+        self.namespace_manager = NamespaceManager()
+
+    def render_prompt(
+        self,
+        prompt_content: str,
+        user_id: Optional[str] = None,
+        request_id: Optional[str] = None,
+        passthrough_data: Optional[Dict[str, Any]] = None,
+        docs: Optional[list] = None,
+        docs_together: Optional[str] = None,
+        tools_data: Optional[Dict[str, Any]] = None,
+        **kwargs,
+    ) -> str:
+        """
+        Render prompt with full context from all namespaces.
+
+        Args:
+            prompt_content: Raw prompt template string
+            user_id: Current user identifier
+            request_id: Unique request identifier
+            passthrough_data: Parameters from web request
+            docs: RAG retrieved documents
+            docs_together: Concatenated document content
+            tools_data: Pre-fetched tool results organized by tool name
+            **kwargs: Additional parameters for namespace builders
+
+        Returns:
+            Rendered prompt string with all variables substituted
+
+        Raises:
+            TemplateRenderError: If template rendering fails
+        """
+        if not prompt_content:
+            return ""
+
+        uses_template = self._uses_template_syntax(prompt_content)
+
+        if not uses_template:
+            return self._apply_legacy_substitutions(prompt_content, docs_together)
+
+        try:
+            context = self.namespace_manager.build_context(
+                user_id=user_id,
+                request_id=request_id,
+                passthrough_data=passthrough_data,
+                docs=docs,
+                docs_together=docs_together,
+                tools_data=tools_data,
+                **kwargs,
+            )
+
+            return self.template_engine.render(prompt_content, context)
+        except TemplateRenderError:
+            raise
+        except Exception as e:
+            error_msg = f"Prompt rendering failed: {str(e)}"
+            logger.error(error_msg)
+            raise TemplateRenderError(error_msg) from e
+
+    def _uses_template_syntax(self, prompt_content: str) -> bool:
+        """Check if prompt uses Jinja2 template syntax"""
+        return "{{" in prompt_content and "}}" in prompt_content
+
+    def _apply_legacy_substitutions(
+        self, prompt_content: str, docs_together: Optional[str] = None
+    ) -> str:
+        """
+        Apply backward-compatible substitutions for old prompt format.
+
+        Handles legacy {summaries} and {query} placeholders during transition period.
+        """
+        if docs_together:
+            prompt_content = prompt_content.replace("{summaries}", docs_together)
+        return prompt_content
+
+    def validate_template(self, prompt_content: str) -> bool:
+        """Validate prompt template syntax"""
+        return self.template_engine.validate_template(prompt_content)
+
+    def extract_variables(self, prompt_content: str) -> set[str]:
+        """Extract all variable names from prompt template"""
+        return self.template_engine.extract_variables(prompt_content)