Merge develop into feature/write-mode; preferences through core Preferences

- Resolve against develop (#19 spec'd endpoints on UiApiInvoker, P-a..P-g,
  presentation, bulk-load, X1/Y1): write-mode gating now also covers
  scheduled runs (per-task approval AND policy) and bulk-load writes.
- Drop the bespoke /assistant/preferences endpoints; the assistant's
  per-user settings are a core Preferences section "assistant"
  (/qqq/v1/preferences/assistant) with AssistantPreferencesProvider over
  assistant_user_preference, policy-validated, denied to the assistant
  channel. /assistant/config still returns the effective defaults.
- Requires QQQ RC.8 (core Preferences, QRun-IO/qqq#1162).

Closes #29.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

AGENTS.md

@@ -29,6 +29,8 @@ Always use the wrapper: Maven 3.10 cannot read the parent POM. The committed def
 
 ## Modules
 
+- `qbit-assistant-provider-api`: standalone provider SPI/value types and `engine.ModelPricing` (original package names); only Jackson annotations in production. Provider validation takes unresolved `ProviderSettings`, not an entity.
+
 - `qbit-assistant` (`com.kingsrook.qbits.assistant`):
   - `AssistantQBitProducer`, `AssistantQBitConfig` (with `AssistantModelRouting` and `AssistantBudgets`), `AssistantRuntime`, `AssistantSecurity`.
   - `metadata/`: tables, owner key type, the Assistant app (home + main tables in the nav), the retention process, the settings customizer (key-reference checks, masked key status), and the `assistant.admin` custom permission checker.
@@ -37,7 +39,7 @@ Always use the wrapper: Maven 3.10 cannot read the parent POM. The committed def
   - `persistence/AssistantStore`: the **only** code that calls QQQ data actions, and only on the QBit's own tables, under the user's session.
   - `engine/`: `TurnEngine` (the loop), `ContextBuilder` (cache-prefix order), `SystemPrompt`, `PolicyService` (policy row, budgets), `RateLimiter`, the `TurnEvent` / `TurnEventLog` stream, and `MessageParts`.
   - `api/`: `AssistantApi` (transport-free) and `AssistantRouteProvider` (Javalin, SSE).
-  - `provider/`: the provider-neutral SPI, plus `fake/ScriptedModelProvider` for tests, evals and demos.
+  - `provider/`: runtime-backed `RegistryModelProvider`, plus `fake/ScriptedModelProvider` for tests, evals and demos. The SPI lives in `qbit-assistant-provider-api`.
   - `developer/`: the record Developer-screen panel, on the core developer-panel contract.
   - `processes/`: `AssistantRetentionStep` and `TestConnectionProcess` (record action on `assistant_provider`).
   - `engine/ProviderService` (active provider from `assistant_provider` rows, key references, prices), `UsageRecorder` (one `assistant_usage` row per model call), `ConnectionTest`.
@@ -46,6 +48,8 @@ Always use the wrapper: Maven 3.10 cannot read the parent POM. The committed def
 - `qbit-assistant-provider-bedrock`: Claude through the Anthropic Bedrock backend, AWS default credentials and SigV4; IRSA/web-identity hosts supply STS.
 - `qbit-assistant-provider-vertex`: Claude through the Anthropic Vertex backend and Gemini through OpenAI-compatible Chat Completions, with refreshed Google ADC tokens.
 
+- `qbit-assistant-rag-pgvector`: JDBC vector storage; depends on the runtime RAG interfaces (`VectorStore`, `ChunkVector`).
+
 ## Invariants (do not break)
 
 - **Sessions:**
@@ -93,4 +97,4 @@ QQQ style:
 - `develop` publishes SNAPSHOTs.
 - `release/*` publishes RCs; the orb bumps `<revision>` in the root POM.
 - `v*` tags publish releases.
-- All five modules and the parent POM publish. The flatten plugin resolves `${revision}`.
+- All seven modules and the parent POM publish. The flatten plugin resolves `${revision}`.

CHANGELOG.md

@@ -1,5 +1,71 @@
 # Changelog
 
+### Changed: W1 core Preferences (F13 / #29)
+- Replace the bespoke assistant preferences operations with the core `assistant`
+  section at `/qqq/v1/preferences/assistant`, backed by the existing visible table.
+  User ownership, partial updates, policy validation, read-only explanations and
+  explicit assistant-channel denial apply to the section.
+- Keep effective defaults on `/assistant/config`; preserve Read-only/Write tools,
+  low-risk auto-confirm, develop's core invoker, provider routing and audit context.
+- Require per-task approval and Write-mode policy for scheduled writes; gate bulk
+  write definitions and calls by mode. Preserve default-off audit history on core develop.
+- Target QQQ 4.1.0-RC.8; use the local PREFS snapshot override until publication.
+
+
+## Unreleased - X1/Y1
+
+- Add default-off `withRecordHistory(true)` host opt-in: remove only `audit*` on RC.6, or invoke core #1193 audit-read/write-deny support when available. Preserve user permissions and all other channel denials; kof22 does not opt in.
+
+- Register explicit assistant-channel denials on every assistant table, process,
+  report and widget, preserving core security patterns; fail runtime startup
+  when an assistant object is exposed.
+- Bump the assistant UI API extension to 1.1.0 for optional owned-turn attribution
+  on explain-access, and regenerate its OpenAPI contract.
+- Preserve turn attribution in knowledge discovery, RAG reads and explain-access
+  calls; confirm actions retain the original turn and scheduled runs retain the task.
+- Build audit links with the presentation filter-link builder, filtering by
+  record, table and channel, including deletes; widen audit link storage to TEXT.
+  Document the host audit migration and the QBit column widening.
+- Verify the admin denial matrix through the real invoker and Next UI, startup
+  failures, and confirmed-write human/channel attribution with decoded audit links.
+## Unreleased - Email
+
+### Changed
+
+- Add optional qbit-email 0.1.0-RC.1 delivery of a scheduled task's result (`AssistantEmail.sendScheduledResult`): template `assistant_scheduled_result`, link-only secure message for results above PUBLIC using core's `DataClassification`, owner-recipient hook, opt-in and `emailExternalApproved` gates. Scheduled-task wiring remains a separate integration step.
+
+## Unreleased - Provider API extraction (#30)
+
+- Extract provider SPI/value types and `engine.ModelPricing` into `qbit-assistant-provider-api`, preserving package names. Its only production dependency is Jackson annotations.
+- Move Anthropic, OpenAI, Bedrock and Vertex main dependencies to the API; retain runtime fixtures in test scope. Pgvector still needs runtime RAG interfaces.
+- Provider-specific validation now takes unresolved `ProviderSettings` instead of `AssistantProvider`; add an ArchUnit boundary and standalone coverage gates.
+## Unreleased - P-g
+
+- Add admin Scheduled tasks, owner-locked run history, Quartz cron/timezones,
+  and a 60-second QQQ scheduled process using the host's scheduler context.
+- Log in through the loopback UI API with a separately allow-listed credential
+  environment reference; verify the designated user before starting a normal turn.
+- Add Review/Result Approve write mode, Revoke write mode and Run now actions.
+  Approval binds the task definition; scheduled writes always await confirmation.
+- Attribute scheduled UI API requests and tool logs, apply per-run STOP caps,
+  and send optional Alerts notifications to the designated user. HIPAA summaries
+  contain only `see conversation`.
+- Add unique schedule-slot claims, fixed-clock fixture integration tests and
+  additive Postgres DDL. No API routes or provider modules change.
+
+## Unreleased - P-f
+
+- Add OpenAI-compatible embeddings (including Azure), explicit CHAT/EMBEDDING
+  model kinds, editable discovery hints, and budgeted EMBED usage.
+- Add admin Knowledge sources with streamed Review/Result Index now and Clear
+  index actions. Indexing uses the clicking admin's UI API session, chunks text,
+  skips unchanged hashes and reconciles disappeared records.
+- Add content-free in-memory and optional JDBC pgvector stores, per-instance
+  schemas, HNSW cosine search and transactional record replacement.
+- Add permission-filtered `search_knowledge`, fresh UI API reads, existing
+  masking/redaction, PHI embedding guards, classification propagation and citations.
+- Add embedding HTTP contracts, real UI API RAG security/golden tests and
+  always-on JDBC contracts; the pgvector container test skips without Docker.
 ## Unreleased - Answer presentation
 
 - Add `present_results`: server-formatted metrics, tables, computed percentages,
@@ -34,7 +100,7 @@
 - Add HIPAA mode, eligible-provider enforcement, AES-256-GCM conversation storage,
   provider diagnostic redaction, and independent PHI conversation retention.
 - Add owner-locked, admin read-only data routing audits and HIPAA status on the home.
-- Keep QQQ RC.4 compatibility with a classification stand-in and core #1142 adapter seam.
+- Classification levels are core's `DataClassification` (the qbit stand-in is removed); the default source reads core AI metadata merged with configuration.
 
 All notable changes to this project are documented here. The format follows Keep a Changelog, and versions follow semantic versioning.
 
@@ -52,6 +118,17 @@ Phase 0/1 of the QQQ Assistant: read-only Q&A and navigation. Requires QQQ 4.1 w
 - the AI tool kernel (`qqq-backend-core` `actions.ai`, QRun-IO/qqq#1078)
 - the developer-panel contract (QRun-IO/qqq#1076).
 
+### Added (0.1.0-RC.7): write mode (owner decision 2026-10-13)
+- Per-conversation **Read-only** (default) or **Write** mode: `writeMode` on conversations (PATCH, create), the write tools exist only in Write mode, and a write tool called in Read-only mode is refused before any request (`mode:READ_ONLY`).
+- Policy: `writeModeAllowed`, `writeModePermission` (role), `autoConfirmAllowed`. Data access: `autoConfirmOk` per table.
+- `assistant_user_preference` (own rows): default mode of new conversations, auto-confirm of low-risk writes (single-record insert/update on auto-confirm-OK tables; never deletes). Core `GET`/`PATCH /qqq/v1/preferences/assistant`; `/config` reports `features.writeMode`, `features.autoConfirm` and `preferences`.
+- The denial matrix covers the write tools in both modes.
+
+### Changed (0.1.0-RC.7, needs QQQ with QRun-IO/qqq#1128)
+- The assistant's endpoints are spec'd `/qqq/v1` operations (UI API extension `assistant` 1.0.0, prefix `/assistant`): same URLs, bodies and statuses, now in the served OpenAPI; turns and events are `text/event-stream`. The raw routes are gone.
+- Tools call core's `UiApiInvoker` with the caller's own request credentials (`UiApiCredentials`); the loopback stand-in is removed. The assistant's own operations are never invocable by its tools.
+- The OpenAPI fragment is committed (`openapi/qqq-v1/assistant.yaml`) and contract-tested.
+
 ### Changed (0.1.0-RC.6): tools go through the UI API (owner decision 2026-10-13)
 - **Every data tool runs a spec'd `/qqq/v1` operation with the user's own session** (`UiApiGateway`, loopback HTTP with the `sessionUUID` cookie): the same authentication, permissions, record locks, validation, audit and errors as the UI. A user without a permission gets the identical denial through the assistant. `navigate` and `search_help` (no records) stay on the core kernel. `LoopbackUiApiGateway` is a stand-in for core's `UiApiInvoker` (QRun-IO/qqq#1128).
 - Tools: `list_tables`, `describe_table`, `query_records`, `count_records`, `get_record`, `search_records`, `render_widget`, `get_record_history`, and new **`create_record`, `update_record`, `delete_record`**.

CLAUDE.md

@@ -29,6 +29,8 @@ Always use the wrapper: Maven 3.10 cannot read the parent POM. The committed def
 
 ## Modules
 
+- `qbit-assistant-provider-api`: standalone provider SPI/value types and `engine.ModelPricing` (original package names); only Jackson annotations in production. Provider validation takes unresolved `ProviderSettings`, not an entity.
+
 - `qbit-assistant` (`com.kingsrook.qbits.assistant`):
   - `AssistantQBitProducer`, `AssistantQBitConfig` (with `AssistantModelRouting` and `AssistantBudgets`), `AssistantRuntime`, `AssistantSecurity`.
   - `metadata/`: tables, owner key type, the Assistant app (home + main tables in the nav), the retention process, the settings customizer (key-reference checks, masked key status), and the `assistant.admin` custom permission checker.
@@ -37,7 +39,7 @@ Always use the wrapper: Maven 3.10 cannot read the parent POM. The committed def
   - `persistence/AssistantStore`: the **only** code that calls QQQ data actions, and only on the QBit's own tables, under the user's session.
   - `engine/`: `TurnEngine` (the loop), `ContextBuilder` (cache-prefix order), `SystemPrompt`, `PolicyService` (policy row, budgets), `RateLimiter`, the `TurnEvent` / `TurnEventLog` stream, and `MessageParts`.
   - `api/`: `AssistantApi` (transport-free) and `AssistantRouteProvider` (Javalin, SSE).
-  - `provider/`: the provider-neutral SPI, plus `fake/ScriptedModelProvider` for tests, evals and demos.
+  - `provider/`: runtime-backed `RegistryModelProvider`, plus `fake/ScriptedModelProvider` for tests, evals and demos. The SPI lives in `qbit-assistant-provider-api`.
   - `developer/`: the record Developer-screen panel, on the core developer-panel contract.
   - `processes/`: `AssistantRetentionStep` and `TestConnectionProcess` (record action on `assistant_provider`).
   - `engine/ProviderService` (active provider from `assistant_provider` rows, key references, prices), `UsageRecorder` (one `assistant_usage` row per model call), `ConnectionTest`.
@@ -46,13 +48,18 @@ Always use the wrapper: Maven 3.10 cannot read the parent POM. The committed def
 - `qbit-assistant-provider-bedrock`: Claude through the Anthropic Bedrock backend, AWS default credentials and SigV4; IRSA/web-identity hosts supply STS.
 - `qbit-assistant-provider-vertex`: Claude through the Anthropic Vertex backend and Gemini through OpenAI-compatible Chat Completions, with refreshed Google ADC tokens.
 
+- `qbit-assistant-rag-pgvector`: optional host-supplied JDBC vector store, isolated by instance schema; depends on runtime RAG interfaces (`VectorStore`, `ChunkVector`), with no QQQ RDBMS internals.
+
 ## Invariants (do not break)
 
 - **Sessions:**
+  - Scheduled runs log in as the designated user through `POST /qqq/v1/manageSession`; resolve only its returned UUID, verify the user id, and never construct or elevate a session. The QQQ-supplied scheduler context touches only assistant bookkeeping.
   - Never use `QSystemUserSession` or construct a `QSession` in main code (ArchUnit).
   - Every route uses `ExecutorSessionUtils.setupSession` (the user's own session).
   - `AssistantSecurity` only ever adds the user's OWN id key, or the all-access key for `assistant.admin` holders.
+- **Channel wall:** every `assistant_*` object (table, process, report and widget) is denied to the `assistant` channel; startup fails otherwise. Requests carry `assistant/<turnId>` or `assistant/scheduled/<taskId>`; administration uses `next-ui`.
 - **Data access:**
+  - The vector index stores no record content: only source/table/key/field/chunk, content hash and embedding. Retrieval re-reads every hit through the UI API as the asking user, then applies the existing get_record exposure/masking path.
   - Only `persistence/` calls QueryAction, InsertAction and the other data actions (ArchUnit).
   - Data tools run only through `UiApiToolbox` → `UiApiGateway` (spec'd `/qqq/v1` operations with the user's `sessionUUID`); never core data actions for user data. Only `navigate` and `search_help` use `AiToolKernel.execute`.
   - Data access (`DataAccessService`) and the policy only ever narrow what the UI API allows; a table whose AI exposure is NONE stays NONE.
@@ -64,6 +71,8 @@ Always use the wrapper: Maven 3.10 cannot read the parent POM. The committed def
   - Errors (DENIED, NOT_FOUND, INVALID_INPUT, ERROR) are `is_error` results.
   - Unknown tools and over-limit calls also get error results.
 - **Keys:** never stored in a table. `assistant_provider.apiKeyEnvName` holds only an allowed environment variable NAME; `apiKeyStatus` is computed on read (last 4 at most) and stripped on save.
+  - Scheduled task `credentialEnvName` is a separately allow-listed environment variable NAME. Tokens never enter rows, model context or logs. `credentialStatus` is computed and stripped on save.
+  - Scheduled write approval is invalidated by changes to prompt, run-as user, credential reference, profile or write request. Scheduled writes always require the designated user's panel confirmation.
 - **Logging:** never log message content, prompts, tool results or keys. Structured end-of-turn log only.
 - **Thinking:** thinking is never streamed or stored. The Anthropic adapter keeps the raw assistant message (with signatures) only in memory, as `providerState`, for the tool loop.
 - **Links:** only `/app` or `/app/...` hrefs are emitted (`TurnEngine.isAppHref`).
@@ -99,4 +108,4 @@ QQQ style:
 - `develop` publishes SNAPSHOTs.
 - `release/*` publishes RCs; the orb bumps `<revision>` in the root POM.
 - `v*` tags publish releases.
-- All five modules and the parent POM publish. The flatten plugin resolves `${revision}`.
+- All seven modules and the parent POM publish. The flatten plugin resolves `${revision}`.

README.md

@@ -1,14 +1,149 @@
 # QBit Assistant
 
-An in-app AI assistant for any QQQ application. The user asks a question in a chat panel in the Next UI. The assistant reads the application's data **with exactly that user's permissions**, answers with numbers taken from the data, and links to the records and lists it used. This first version only reads data and opens screens. It cannot change anything.
+An in-app AI assistant for any QQQ application. The user asks a question in a chat panel in the Next UI. The assistant reads the application's data **with exactly that user's permissions**, answers with numbers taken from the data, and links to the records and lists it used. Conversations start Read-only. Users can select Write mode when policy permits it; changes normally wait for their confirmation.
 
 Design spec: `QRun-IO/qqq` `docs/specs/2026-10-11-qqq-assistant-qbit-design.md`.
 
+## Modules
+
 | Artifact | What it is |
 |---|---|
-| `com.kingsrook.qbits:qbit-assistant` | The QBit: conversation tables, turn engine, `/qqq/v1/assistant` routes (JSON + Server-Sent Events), budgets, kill switch, the provider SPI, and a scripted provider for tests and demos. |
+| `com.kingsrook.qbits:qbit-assistant-provider-api` | Provider SPI, connection settings, messages, usage and pricing types; only Jackson annotations at runtime. |
+| `com.kingsrook.qbits:qbit-assistant` | The QBit: conversation tables, turn engine, `/qqq/v1/assistant` routes (JSON + Server-Sent Events), budgets, kill switch, the provider registry, and a scripted provider for tests and demos. |
 | `com.kingsrook.qbits:qbit-assistant-provider-anthropic` | The Claude provider (`com.anthropic:anthropic-java`). Add it to use Claude. The core QBit has no LLM SDK dependency. |
+| `com.kingsrook.qbits:qbit-assistant-provider-openai` | OpenAI-compatible chat and embedding providers. |
+| `com.kingsrook.qbits:qbit-assistant-provider-bedrock` | Claude through AWS Bedrock. |
+| `com.kingsrook.qbits:qbit-assistant-provider-vertex` | Claude and Gemini through Google Vertex AI. |
+| `com.kingsrook.qbits:qbit-assistant-rag-pgvector` | JDBC vector store; retains the runtime dependency for `VectorStore` and `ChunkVector`. |
 
+### Implementing a provider outside qbit-assistant
+
+Depend on `com.kingsrook.qbits:qbit-assistant-provider-api` at the same version as
+QBit Assistant, and implement `AssistantModelProvider` and optionally
+`AssistantProviderType`. No assistant runtime dependency is needed. Existing
+`com.kingsrook.qbits.assistant.provider.*` imports and
+`com.kingsrook.qbits.assistant.engine.ModelPricing` stay the same.
+`AssistantProviderType.validate(ProviderSettings)` receives unresolved settings
+(including `apiKeyEnvName`), without a database entity or resolved credentials.
+Hosts register providers through `AssistantQBitConfig` in `qbit-assistant`.
+
+Data tools use the QQQ UI API (`/qqq/v1`) with the signed-in user's session. The UI API enforces permissions and record locks; assistant data-access policy and field exposure can only narrow access. Only record-free navigation and help use the core AI tool kernel. Every tool result reaches the model wrapped as untrusted data.
+
+## Write mode and personal preferences
+
+The **Assistant** section on the core Preferences page controls **Start conversations
+in Write mode** and **Auto-confirm low-risk changes**. It is available to users
+with `assistant.hasAccess`, without requiring `assistant.admin` or permission on
+the backing table. The standard visible `assistant_user_preference` table remains
+available to administrators.
+
+Clients read and partially update settings through `GET` / `PATCH
+/qqq/v1/preferences/assistant`, with a PATCH body such as
+`{"values":{"defaultWriteMode":true}}`. There is no user-id parameter. The former
+`/qqq/v1/assistant/preferences` operations are removed. The panel reads effective
+defaults from `/qqq/v1/assistant/config` under `preferences`; conversation responses
+include `writeMode`. Policy can make the effective default Read-only even when
+the saved preference is Write.
+
+Write tools, including bulk profile saves and bulk loads, are absent in Read-only
+mode. Write mode requires policy permission and READ_WRITE data access. Low-risk
+auto-confirm is limited to single-record inserts/updates on `auto_confirm_ok`
+tables, with both policy and user opt-in. Its preference is read-only with a reason
+when policy disallows it. Scheduled tasks additionally require their own approval
+and always wait for confirmation. The assistant client channel cannot access the
+preferences section.
+
+## Host audit attribution (X1/Y1)
+
+Use QQQ **4.1.0-RC.8 or later** (core Preferences, qqq#1162). Until RC.8 is published, build with `-Dqqq.snapshot.version=4.1.0-PREFS-SNAPSHOT`. The QBit explicitly denies every assistant
+configuration table, process, report and widget to the `assistant` channel;
+runtime initialization fails if an assistant object is exposed. The same human
+can still administer it through Next UI (`next-ui`). Core's security-surface
+deny patterns remain in place.
+
+Enable the audit client field in the host's core audit provider **after adding
+the backing column**:
+
+```java
+new AuditsMetaDataProvider().withClientChannelField(true)
+   .defineAll(qInstance, backendName, null);
+```
+
+Add nullable `audit.client_channel VARCHAR(100)` using the host's migration and
+column-naming conventions. For kof22 this requires a feature-named changeset
+under `changesets/features/`; this QBit does not migrate the host's audit table.
+The actor remains the signed-in human; `clientChannel` distinguishes
+`assistant/<turnId>`, `assistant/scheduled/<taskId>` and `next-ui`.
+
+Apply the X1/Y1 DDL in [UPGRADE.md](UPGRADE.md) to widen the existing
+`assistant_tool_call.audit_href` column to TEXT for encoded filters.
+Successful record writes store `assistant_tool_call.auditHref` as an `/app/audit`
+filter link over `recordId`, `auditTable.name` and `clientChannel`. The human
+opens this link with their UI permissions; the assistant cannot read audits by
+default. Without the audit channel field, the QBit leaves `auditHref` empty.
+Confirmed scheduled actions use their original turn id when the human approves.
+
+
+## RAG setup
+
+Knowledge retrieval is optional. The vector index stores **no record content**:
+only source/table/key/field/chunk identifiers, SHA-256 hashes and embeddings.
+Indexing reads through the UI API as the clicking administrator. Retrieval
+re-reads each hit through that same API as the asking user, silently filters
+403/404 results, applies `get_record` field exposure/masking/redaction and returns
+fresh snippets with `/app/...` citations. `search_knowledge` follows `allowedTools`
+and is offered only with an enabled source the user may read in the UI.
+
+1. Register the OpenAI-compatible provider module and configure the embedding
+   endpoint through the existing provider settings/URL allowlist. Discover or add
+   a model, set **Model kind = EMBEDDING** and its dimensions. Known discovery
+   defaults are `bge-m3` (1024) and `nomic-embed-text` (768); these remain editable.
+   CHAT models cannot be selected for embedding, and EMBEDDING models cannot answer
+   chat turns. Each embedding batch contains at most 64 inputs.
+2. Use the default `InMemoryVectorStore` for tests/small hosts, or add
+   `com.kingsrook.qbits:qbit-assistant-rag-pgvector` at the QBit's version for
+   persistence. The host supplies its JDBC driver and DataSource; this module
+   does not depend on QQQ RDBMS internals.
+3. For pgvector, have the DBA install the extension once in the chosen database:
+   `CREATE EXTENSION IF NOT EXISTS vector`. Give the application a distinct schema
+   per QQQ instance. Configure the store before producing the QBit:
+
+   ```java
+   PgVectorStore vectors = new PgVectorStore(dataSource, 1024)
+      .withSchema("assistant_rag_my_instance");
+   vectors.ensureSchema();
+   config.withVectorStore(vectors);
+   config.withUiApiBaseUrl("http://127.0.0.1:8000");
+   ```
+
+   The UI API URL is this server's own listening address. Configure it explicitly
+   so Index now works before any chat request has taught the runtime its local
+   port. The store creates a content-free `assistant_rag_chunk` table and an HNSW
+   cosine index. Its fixed dimension must match every source using the store;
+   different models are searched separately. No credentials go in source rows.
+   See the [pgvector installation/index documentation](https://github.com/pgvector/pgvector)
+   and the reference DDL in [schema-postgres.sql](docs/schema-postgres.sql).
+4. Open **Assistant → Knowledge sources** as an `assistant.admin`. Add the table,
+   comma-separated text fields, optional title field and QQQ query-filter JSON,
+   embedding model, and chunk size/overlap (defaults 1500/200). Tables with AI data
+   access NONE, `assistant_*` tables, and fields with NONE/METADATA_ONLY exposure
+   are refused. MASKED fields are masked before embedding and in snippets.
+5. Select **Index now**. Review makes no embedding calls; Result reports records
+   seen, chunks embedded, unchanged, removed and errors. Re-running unchanged
+   content sends no embeddings. A complete successful scan removes disappeared
+   records; failed scans preserve unvisited entries. **Clear index** removes only
+   that source's vectors. Changes after indexing are read fresh, but semantic
+   ranking becomes current only after re-indexing.
+
+Embedding usage has purpose `EMBED`, counts toward budgets, and observes the kill
+switch and provider concurrency limits. PHI sources and queries in PHI
+conversations require an eligible embedding provider; the eligibility flag is an
+operator assertion, as for chat. Automatic budget downgrades cannot change an
+embedding model's vector space, so an incompatible downgrade stops the call.
+
+Scheduling is deferred to P-g. Its designated-user runner can call
+`RagService.index` within that user's authenticated context; P-f creates no system
+session, stored admin credentials, scheduler or background content crawler.
 Data tools call the QQQ UI API through `UiApiToolbox` and `UiApiGateway` with the signed-in user's session. The UI enforces permissions and record security; the assistant further narrows access and caps and redacts returned values. Data tool results reach the model wrapped as untrusted data. Only record-free navigation and help use the core AI tool kernel.
 
 ## Requirements
@@ -126,6 +261,8 @@ The nav lists the home and the main tables: **Providers**, **Conversations**, **
 | `providerTestTimeoutSeconds` | 30 | How long Test connection waits for the model. |
 | `homeMaxRows` | 20000 | Rows per table the app home reads for its period; it says when totals are partial. |
 | `tablePathPrefix` | `/app` | The front of the links the app home makes to tables and records. |
+| `emailExternalApproved` | `false` | Stands in for the EXTERNAL approval rule (not built yet): scheduled-task result email is sent only when `true`. |
+| `emailRecipientResolver` | owner id if it is an address | Hook: task owner user id to email address. |
 
 At runtime, an admin can override the kill switch, the main model and effort, and the budgets in the single **`assistant_policy`** row.
 
@@ -241,7 +378,7 @@ Table names follow the QRun-IO naming rule: lowercase snake_case with the `assis
 
 ```bash
 ./mvnw verify                                                    # against the committed QQQ version
-./mvnw verify -Dqqq.snapshot.version=4.1.0-ASSISTDEV-SNAPSHOT     # against a local QQQ build with #1078 + #1076
+./mvnw verify -Dqqq.snapshot.version=4.1.0-PREFS-SNAPSHOT        # local core Preferences build until RC.8 is published
 ```
 
 Two test groups run in every build and fail it on any error:
@@ -384,12 +521,30 @@ engine/tool golden turns. No cloud credentials or live endpoints are required.
 Apache 2.0.
 
 
+## Email through qbit-email
+
+When the optional [qbit-email](https://github.com/QRun-IO/qbit-email) is on the classpath **and** produced in the instance, a finished scheduled-task run can be emailed to its owner. Without it nothing changes: `AssistantEmail.sendScheduledResult` returns `NOT_AVAILABLE`. The dependency is `optional`; every reference to it is in `AssistantEmailSender`.
+
+This integration uses qbit-email **0.1.0-RC.1**. Scheduled tasks (P-g) are available, but the runner does not yet wire email delivery. Hosts can call `AssistantEmail.sendScheduledResult(qInstance, config, new ScheduledResultNotice(...))` after a run, supplying its owner, classification, absolute run link and explicit opt-in as `emailResult`. Persisting a task-level email opt-in and wiring the runner remain a separate integration step.
+
+Gates, in order (each returns a status and queues nothing):
+1. the task opted in (`NOT_REQUESTED`);
+2. qbit-email is installed (`NOT_AVAILABLE`);
+3. `emailExternalApproved` is `true` (`NOT_APPROVED`). The EXTERNAL approval rule exists only in the spec, so this explicit flag gates it until the rule is built;
+4. a recipient resolves (`NO_RECIPIENT`): `emailRecipientResolver` maps the owner's user id to an address; by default an owner id that already is an address is used.
+
+What is sent, one message per recipient, idempotency key `assistant:scheduled:<run id>`, linked record the run:
+- result classified PUBLIC (or none): template `assistant_scheduled_result` (NOTIFICATION, Markdown, registered on first send and never overwritten) with the task name, run time, a summary cut to 280 characters and a link to the run. The full model output is never emailed;
+- result classified above PUBLIC (core's `DataClassification`): only the link, through qbit-email's `email_secure_message` pattern. No task name, summary or output.
+
+The outbox result maps to `QUEUED`, `DUPLICATE`, `SUPPRESSED` or `REFUSED` (for example a link that is not absolute http(s)). Addresses and bodies are never logged.
+
 ## Data classification and HIPAA mode
 
-On QQQ 4.1.0-RC.5, classify application tables/fields in the host configuration:
+Classify application tables and fields in core's AI metadata (`AiTableMetaData` / `AiFieldMetaData`, QQQ 4.1.0-RC.6), or in the host configuration (a configured value wins when both are set):
 
 ```java
-import com.kingsrook.qbits.assistant.classification.DataClassification;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
 
 AssistantQBitConfig config = new AssistantQBitConfig()
    .withDataClassification("patient", DataClassification.PHI)
@@ -407,8 +562,8 @@ The existing server-side `withSecretResolver` hook also resolves this reference.
 Startup validates the key. HIPAA mode defaults off; encryption can also be enabled
 with the key reference while HIPAA mode is off.
 
-The qbit `DataClassification` enum is a stand-in for core QRun-IO/qqq#1142, with
-PUBLIC < CONFIDENTIAL < PII < PHI. Unconfigured tables default to PUBLIC; a field
+The levels are core's `DataClassification` (PUBLIC < CONFIDENTIAL < PII < PHI); the
+qbit's former stand-in enum is gone. Unconfigured tables default to PUBLIC; a field
 falls back to its table unless explicitly overridden. A field subset uses its
 selected fields; unrestricted reads and record page contexts use the highest
 classification across the table and its fields. Returned columns and record-label
@@ -417,10 +572,9 @@ explicitly if the host considers it safe for that subset. Cross-table results wi
 tables use the highest classification anywhere. Metadata-only tools remain PUBLIC.
 The assistant's own tables remain denied to tools.
 
-Hosts can supply `withClassificationSource(ClassificationSource)` instead. When
-upgrading to an RC containing core #1142, implement that interface with
-`AiDataClassifications`/`AiTableMetaData`/`AiFieldMetaData` (map enum names), then
-replace the stand-in once the qbit's minimum core version includes it.
+The default `ClassificationSource` reads core's metadata (`AiDataClassifications`,
+`AiTableMetaData`, `AiFieldMetaData`) merged with the configured map; configuration
+wins when both are set. Hosts can still supply `withClassificationSource(ClassificationSource)`.
 
 PHI is sent only to a persisted provider row explicitly marked `hipaaEligible`.
 Every model dispatch rechecks eligibility, including calls after tools and strict
@@ -489,6 +643,45 @@ health is probed when unknown/stale with a two-second timeout. Provider cards sh
 health and down-until, failures show fallback totals, and turn records show the
 route and final destination. See [UPGRADE.md](UPGRADE.md) for the additive schema.
 
+## Scheduled tasks
+
+Administrators configure recurring prompts in **Assistant → Scheduled tasks**.
+Tasks use Quartz cron syntax (for example `0 0 8 * * ?`) and an IANA timezone
+(for example `America/Chicago`; default `UTC`). Tasks start disabled.
+
+```java
+config.withUiApiBaseUrl("http://127.0.0.1:8000")
+   .withScheduledTasksSchedulerName("hostScheduler")
+   .withAllowedScheduledCredentialEnvNames(Set.of("ASSISTANT_SCHEDULED_TOKEN"));
+```
+
+Provide a long-lived access token accepted by the host's authentication provider
+in that environment variable. Store only its **name** on the task and set
+`runAsUserId` to the corresponding QQQ user id. The runner posts the token to
+`/qqq/v1/manageSession`, reads its session cookie and verifies the returned
+session's user before starting a new conversation. No system session reads user
+data. Configure the loopback URL at startup; a scheduled job cannot rely on a
+browser having visited first.
+
+For kof22, provision a designated Authentik account with the intended application
+permissions, obtain a token that kof22's QQQ authentication provider accepts as an
+`accessToken`, and inject it through the existing secret-manager/ExternalSecret
+pipeline. An Authentik management API token is suitable only if the host's auth
+adapter explicitly accepts it. Rotate the token in the secret manager, never in
+the task table. This feature does not provision an account or token.
+
+**Run now**, **Approve write mode** and **Revoke write mode** are Review/Result
+record actions. Write approval names the designated user and displays the exact
+prompt SHA-256. Changing prompt, user, credential reference, profile or write-mode
+request clears approval. Scheduled writes always wait for that user's panel
+confirmation, even if normal policy disables confirmation.
+
+Each run keeps an owner-locked audit row and a normal conversation. RECORD adds
+no notification; NOTIFICATION and BOTH also notify the designated user through
+the optional Alerts QBit SPI. Without Alerts, notification delivery is log-only.
+HIPAA summaries are always `see conversation`. Cost caps stop at dispatch
+boundaries, so the last completed call can cross the cap; no further call starts.
+Apply the [P-g migration](UPGRADE.md#p-g-scheduled-tasks) before enabling jobs.
 ### Answer presentation
 
 The always-available `present_results` tool turns retrieved results into metrics,
@@ -501,3 +694,29 @@ skills can extend the built-in presentation instructions. See the
 The image-breakdown golden task also runs in the existing opt-in live provider suite:
 `./mvnw verify -Dassistant.live=true -Dtest.excludedGroups= -Dgroups=live -Djacoco.skip=true -pl qbit-assistant-provider-anthropic -am`
 (with `ANTHROPIC_API_KEY` set). Live calls are excluded from normal verification.
+
+### Record history and the assistant channel
+
+Core's default `ClientChannelsMetaData` denies `audit*` to the `assistant`
+channel. Accordingly, `get_record_history` is offered only when all three audit
+tables it queries (`auditTable`, `audit`, and `auditDetail`) exist and are not
+channel-denied, including their effective permission rules. A host that intends
+to expose record history can opt in during instance configuration:
+
+```java
+new AssistantQBitConfig()
+   .withRecordHistory(true);
+```
+
+This is an owner decision and a hard wall: record history defaults to disabled;
+**kof22 does not opt in**. On QQQ RC.6, the opt-in removes exactly `audit*`
+from the assistant's denied patterns (the former manual configuration step).
+RC.6 does not add a separate channel write denial for audits. On later RCs that
+include QRun-IO/qqq#1193, it calls `withAssistantAuditReads()`, which allows audit
+reads but denies audit writes. The user's own audit permissions still apply.
+Other patterns, including `worm_audit_*`, `assistant_*`, and security surfaces,
+remain untouched, as do explicit object and permission-rule denials.
+
+History visibility uses core's `isDenied` read/all-operation check. RC.6 has no
+operation argument; the later write-only deny patterns must remain separate
+from that check so they do not hide the read tool.

UPGRADE.md

@@ -1,5 +1,133 @@
 # Upgrading qbit-assistant
 
+## W1 preferences migration (F13 / #29)
+
+Requires QQQ **4.1.0-RC.8** for core Preferences (qqq#1162). Until publication,
+verify with `.\mvnw.cmd -q verify "-Dqqq.snapshot.version=4.1.0-PREFS-SNAPSHOT"`.
+The root default is RC.8; do not commit the local snapshot override.
+
+Replace `GET` / `PATCH /qqq/v1/assistant/preferences` with
+`GET` / `PATCH /qqq/v1/preferences/assistant`. PATCH now wraps changed fields in
+`values`, for example `{"values":{"defaultWriteMode":true}}`; GET returns the
+core section metadata and `values`. Do not send a user id. Core returns 400 for
+invalid or policy-read-only values and 404 for a hidden section. These removed
+operations were on the unmerged W1 branch; the fragment and baseline now describe
+the core integration. The panel's initial toggle continues to use effective
+`preferences.defaultWriteMode` from `/qqq/v1/assistant/config`.
+
+Existing `assistant_user_preference` rows need no data migration. Hosts installing
+W1 for the first time must apply its DDL in `docs/schema-postgres.sql` (conversation
+`write_mode`, policy fields, data-access `auto_confirm_ok`, and the preference
+table). Keep it as a standard visible admin table. The Preferences page is scoped
+by `assistant.hasAccess`, not the admin-only Assistant app. The provider explicitly
+refuses the `assistant` channel because core's section channel checks only apply
+to app-bound sections.
+
+Scheduled writes now require task approval plus global/role Write-mode policy.
+Bulk write tools obey the same conversation mode. Record history stays default-off
+when running on core versions whose channel defaults allow audit reads.
+
+
+## X1/Y1: channel wall and audit attribution
+
+Requires QQQ 4.1.0-RC.6. Every assistant table, process, report and widget is
+explicitly denied to channel `assistant`; startup rejects an exposed object.
+Host customizations must preserve these denials. Administration uses `next-ui`.
+
+Before enabling `AuditsMetaDataProvider.withClientChannelField(true)`, add the
+nullable `audit.client_channel VARCHAR(100)` column using the host migration
+conventions. kof22 needs a feature changeset under `changesets/features/` (for
+example `2026-10-14-audit-client-channel.sql`); no host migration is applied here.
+Existing audit rows remain null. The test fixture enables the field.
+
+The existing `assistant_tool_call.auditHref` column now points to audit rows
+filtered by record, table and client channel, including for deletes. It is empty
+when the host has not enabled the audit channel field. Apply the X1/Y1 DDL in
+`docs/schema-postgres.sql` to widen the existing `assistant_tool_call.audit_href`
+column to TEXT: encoded filters with long table names or string record ids can
+exceed the old 500-character limit. No new QBit column is required. `GET /assistant/access` accepts an optional owned `turnId` for attribution.
+
+## Provider API extraction (#30)
+
+Hosts that depend on `qbit-assistant` keep working: it now brings in
+`qbit-assistant-provider-api` transitively. Package names are unchanged, including
+`com.kingsrook.qbits.assistant.engine.ModelPricing`. No schema migration is needed.
+
+External providers and applications using only provider/pricing types should
+replace their `qbit-assistant` dependency with
+`com.kingsrook.qbits:qbit-assistant-provider-api` at the same version. This removes
+the assistant runtime and QQQ from that dependency path; only Jackson annotations
+are required by the API. Anthropic, OpenAI, Bedrock and Vertex adapters use this
+split; pgvector retains `qbit-assistant` for its runtime RAG interfaces.
+
+Recompile custom provider types that override `validate(AssistantProvider)` and
+change the signature to `validate(ProviderSettings)`. The settings carry the
+configured kind, URL, API version, region, project, CA bundle name, timeouts and
+`apiKeyEnvName`; the key and bearer-token supplier are not resolved for validation.
+Providers using the default validator need no source change. Keep the runtime and
+provider artifacts on the same version; old validator overrides must be rebuilt.
+## P-g: scheduled tasks
+
+Apply the **P-g** DDL in [docs/schema-postgres.sql](docs/schema-postgres.sql)
+before deploying. The unique `(task_id, scheduled_for)` constraint is required
+for multi-replica safety; retain run rows as schedule-slot claim history.
+Existing conversations default to channel `panel`. Tasks start disabled.
+
+Set `withScheduledTasksSchedulerName(...)` to an existing QQQ scheduler and
+configure `withUiApiBaseUrl(...)` with this replica's own listener URL. The runner
+polls every 60 seconds. QQQ must supply a scheduler session able to manage the
+assistant tables; this QBit never creates that session. The configured backend
+must enforce unique keys atomically (Postgres does).
+
+Allow only designated credential references with
+`withAllowedScheduledCredentialEnvNames(Set.of("ASSISTANT_SCHEDULED_TOKEN"))`.
+Provide that variable through the host's secret manager. It must hold a token
+accepted by the host's `manageSession` authentication provider for `runAsUserId`.
+The runner fails closed on missing/disallowed credentials or an identity mismatch.
+See [scheduled-task setup](README.md#scheduled-tasks) for kof22 provisioning.
+
+QQQ RC.5 has no conditional UpdateInput. The runner uses a database-unique
+schedule-slot insertion as its optimistic claim, then advances `nextRunAt`
+before starting work. Crashes can skip a slot; they never retry it. No ArchUnit
+exception or fabricated session is introduced. Core RC.6 enforces client-channel denials; scheduled requests carry
+`assistant/scheduled/<taskId>`.
+
+Notifications use the optional Alerts QBit notification SPI with a single-user
+audience. Without it, delivery logs run id/status only. All output modes retain
+the owner-locked audit row and conversation. HIPAA run summaries never copy the
+answer; they contain only `see conversation`.
+
+## P-f: knowledge retrieval
+
+Apply the **P-f** assistant-table DDL in
+[docs/schema-postgres.sql](docs/schema-postgres.sql) before deployment. It adds
+`assistant_model.model_kind` (existing rows default to CHAT),
+`embedding_dimensions`, and the admin-only `assistant_rag_source` table.
+No sources are seeded. Existing chat selections remain unchanged; explicitly
+EMBEDDING models are excluded from chat, classifier, fallback and downgrade
+selection. Correct discovery's kind/dimensions if a model name is ambiguous.
+
+For persistent vectors, add `qbit-assistant-rag-pgvector` at the same version as
+the QBit, supply the host's JDBC DataSource/driver, and install pgvector in the
+database. A DBA runs `CREATE EXTENSION IF NOT EXISTS vector`; the application
+role needs schema creation rights for initial setup (or a DBA-created schema),
+then normal DML rights. `ensureSchema()` checks for an existing extension first
+and does not require extension installation privileges when it is already present.
+The optional pgvector DDL is a **commented reference block**, separate from the
+assistant-table migration. See [RAG setup](README.md#rag-setup).
+
+Use a distinct validated schema for each QQQ instance. `vector(N)` fixes dimensions
+for that store; changing dimensions requires a new schema and re-indexing.
+Sources can use different models with that dimension; ranking is restricted to
+sources using the query's model. If the weights behind an unchanged model id
+change, clear and rebuild its sources. Editing source chunk/filter/model settings
+or registry model identity/dimensions automatically clears affected vectors.
+
+Every indexing batch produces EMBED usage and updates existing budget rollups.
+PHI source content and PHI conversation queries require a HIPAA-eligible embedding
+provider. No background runner or designated credentials are installed in P-f.
+The default in-memory store is lost on restart and must be indexed again.
+
 ## P-e: profile routing and provider fallback
 
 Apply the additive **P-e** ALTER TABLE statements at the end of

docs/DESIGN.md

@@ -143,7 +143,7 @@ Owner: *"the agent should have to go through the same API that the UIUX does. th
 - A request to the server's own port runs the identical pipeline by construction. It costs one local hop, which is milliseconds next to a model call.
 
 This matches core's design (`docs/UI-API-EXTENSIONS.md` §5, `UiApiInvoker`, QRun-IO/qqq#1128).
-- `LoopbackUiApiGateway` is the stand-in until a QQQ release has the invoker. Then an adapter over `UiApiInvoker.forServer(server)` replaces it (or a host injects one with `withUiApiGateway`), and nothing else changes.
+- `CoreUiApiGateway` adapts core's `UiApiInvoker` (the loopback stand-in is deleted). It labels calls with the client channel `assistant`, plus the turn id as detail (`assistant/<turnId>`). Form params go to the invoker's `withFormParam`; extra headers (the bulk-load tools' `X-QQQ-AI-Route`) go through `HeaderedUiApiInvoker`, a small subclass in core's package because core's request has no `withHeader` yet. A host can still inject its own gateway with `withUiApiGateway`.
 - The base URL is `uiApiBaseUrl` if configured. Otherwise it is `127.0.0.1` plus the local port the first assistant request arrived on, so in a multi-replica deployment the call stays on the replica that holds the session's process state.
 
 ### The tools
@@ -228,6 +228,18 @@ The golden and red-team evals now run through the UI API too.
   - Choosing *another* user would need that user's permissions without their session. QQQ core has no API to evaluate another user's permissions, and the assistant never builds or borrows a session. That part waits for a core API, so the report is always computed with the requester's own session.
 - **Recent denials:** the home's "Recent denials" card lists the newest tool calls the UI API, data access or the policy refused, with who, the table, the operation and the HTTP status, or the assistant setting that refused it.
 
+## Spec'd assistant endpoints and the core invoker (phase d, QQQ 4.1.0-RC.6)
+
+- **The endpoints are spec'd `/qqq/v1` operations.** `api/specs/AssistantSpecs` registers the UI API extension `assistant` (semver 1.0.0, established prefix `/assistant`) through `MiddlewareSpecExtensionsMetaData`.
+  - The URLs, bodies and statuses stay the same (201 create, 202 cancel, 204 delete and feedback, and the assistant's `{"error","code"}` errors), so Next needs no change.
+  - They appear in the served `/qqq/v1/openapi.yaml`. The turn and events streams are declared as `text/event-stream`, with `AssistantTurnEventV1` describing the events.
+  - The fragment is committed as `qbit-assistant/src/main/resources/openapi/qqq-v1/assistant.yaml`. `AssistantSpecsContractTest` checks it against the code, and the release baseline in test resources, with core's `UiApiContract`.
+- **No raw routes.** `AssistantRouteProvider` keeps only a before-handler that learns the server's local port from the first `/qqq/v1` request.
+- **Tools call core's `UiApiInvoker`** (`CoreUiApiGateway`), and the loopback stand-in is removed.
+  - The request's credentials (`UiApiCredentials.fromContext`: session cookies, Authorization, API key, exactly as they came in) are captured by the spec that starts the turn, confirms an action or explains access. They are passed to the tools, so OAuth2, table auth and API-key sessions all work. They are never logged.
+  - The gateway also refuses the assistant's own operations, so a turn can never start a turn.
+- QQQ 4.1.0-RC.6 contains #1128; W1 now targets RC.8 for core Preferences (see W as built).
+
 ## Owner decisions (2026-10-13), continued: write mode, the hard wall, audit attribution, providers
 
 These were added on the same day. All recommendations below are accepted; we adjust once they can be seen working.
@@ -252,6 +264,34 @@ Owner: *"the assistant should be able to go into 'write mode' too - with a user
   - The ArchUnit rule (no core actions from the tool code) and the denial matrix stay.
   - The matrix is extended to every write operation, in both modes.
 
+### W as built (F13 / #29)
+
+- W1 is integrated with develop's spec'd operations, `CoreUiApiGateway`, client
+  attribution, provider routing, presentation and bulk-load tools. Conversation
+  `writeMode` and all policy/data-access gates remain in force.
+- `UserPreferencesMetaData` registers section `assistant` (Assistant, smart_toy),
+  scoped to `assistant.hasAccess`. It has no app scope because the Assistant app
+  requires admin access. `AssistantPreferencesProvider` implements core's SPI,
+  loads and updates `assistant_user_preference` through `AssistantStore`, and
+  obtains ownership only from the request context. The visible table remains the
+  administrative interface. No new preference storage is introduced.
+- Core serves `GET` / `PATCH /qqq/v1/preferences/assistant`; the bespoke
+  `/assistant/preferences` specs are removed. PATCH uses `values` and preserves
+  omitted settings. Policy rejects unavailable Write defaults and auto-confirm.
+  Fresh field metadata marks auto-confirm read-only with policy help text when
+  unavailable, without mutating shared metadata. Core validates types and names.
+- `/assistant/config.preferences` returns effective defaults for the panel;
+  new conversations apply the saved default only if Write mode is available.
+  The provider refuses `assistant` (including scheduled details) before accessing
+  rows: core only applies section channel rules through an app binding.
+- Bulk write tools are absent and forged calls are denied in Read-only mode.
+  Scheduled mode requires the task approval and policy's global/role permission;
+  scheduled tools always require confirmation, regardless of user auto-confirm.
+- HTTP tests cover permission visibility, own-user GET/PATCH, rejected identity
+  injection, policy metadata/validation, defaults and channel denial. W1's denial
+  matrix and both record and bulk mode paths remain covered. Build against QQQ
+  RC.8, or `-Dqqq.snapshot.version=4.1.0-PREFS-SNAPSHOT` before publication.
+
 ### X. The hard wall between the assistant and its configuration
 Owner: *"there should also be a hard wall between the assistant and the configuration for the assistant. he should never be able to see his own configuration tables etc."*
 
@@ -275,6 +315,14 @@ AI exposure NONE is not enough, because the assistant acts as the user and an ad
 - **Tests:** an assistant write produces audit rows with the human actor and `via=assistant/<turnId>`; the same write from the UI produces `via=next-ui`.
 - kof22 needs a feature-named changeset (`changesets/features/...`) for the audit column.
 
+### X1/Y1 as built
+- Record history is an explicit, default-off host opt-in (`withRecordHistory(true)`); kof22 does not opt in. RC.6 removes only `audit*`; later core #1193 support allows audit reads with a write-only denial. Other walls and user audit permissions remain intact.
+- RC.6's invoker fixes the `assistant` channel server-side and ignores spoofed client headers. Turn context survives knowledge discovery, RAG reads, confirm actions and owned-turn explain-access; scheduled calls retain `scheduled/<taskId>`.
+- The producer enumerates assistant tables, processes, reports and widgets (including source-QBit metadata), adds explicit denied-client rules without replacing user permissions, and registers `assistant_*` idempotently. Runtime construction independently validates the wall with core's `isDenied` and fails on exposed objects.
+- The fixture enables core's audit channel field. Hosts must migrate the nullable audit column before enabling it; kof22 needs its own feature changeset.
+- Successful insert/update/delete tool calls link to `/app/audit` with `recordId`, `auditTable.name` and `clientChannel` criteria, using the same encoder as `present_results`. Hosts without the channel field get no audit link. Existing audit link storage widens to TEXT for long encoded filters.
+- HTTP tests enumerate the configuration denial matrix for an admin, contrast Next UI access, reject broken startup metadata, and verify confirmed-write actor/channel plus the decoded audit filter.
+
 ### P. Providers, local models, HIPAA routing, budgets
 1. **Providers and models as data, any number, each with an enabled toggle.**
    - Kinds:
@@ -354,10 +402,8 @@ AI exposure NONE is not enough, because the assistant acts as the user and an ad
 
 ### P-c as built
 
-- The qbit classification enum is a stand-in for core #1142 until a released RC
-  includes it. Configured table/field overrides are the default; hosts can supply
-  a `ClassificationSource` over core metadata, mapping enum names, then replace
-  the stand-in when the minimum QQQ version advances.
+- The qbit classification stand-in is gone: the levels are core's `actions.ai.DataClassification` (QQQ 4.1.0-RC.6, core #1142).
+  The default `ClassificationSource` reads core metadata (`AiDataClassifications`, `AiTableMetaData`, `AiFieldMetaData`) merged with the configured table/field map; configuration wins when both are set. Hosts can still supply their own source with `withClassificationSource`.
 - Turn/page/tool classification is monotonic, persisted on the turn and retained
   on the conversation. Field subsets use overrides; unknown cross-table results
   conservatively use the highest configured level. Metadata tools stay PUBLIC.
@@ -405,7 +451,7 @@ AI exposure NONE is not enough, because the assistant acts as the user and an ad
   model and effort. Empty slots retain provider row/default/policy selection.
 - The documented heuristic is a pure rule table: >600 characters, two distinct app
   table names, complexity keywords, pending write context, >8 previous turns or a
-  previous tool limit. This branch has no conversation write-mode field.
+  previous tool limit. W1 additionally persists conversation write mode.
 - Classifier transport is non-streaming, bounded to four output tokens/three seconds,
   and contains only the fixed instruction and user question. PHI guards apply before
   dispatch. Errors/unexpected replies use the heuristic. ROUTE usage enters budget
@@ -422,6 +468,134 @@ AI exposure NONE is not enough, because the assistant acts as the user and an ad
 - Admin record screens, additive Postgres DDL and the flow-layout home expose these
   settings and counters without granting AI access to assistant configuration.
 
+### P-f as built
+
+- `AssistantModelProvider.embed` is optional and unsupported by default. The
+  OpenAI-compatible implementation shares chat's JDK HTTP authentication, TLS,
+  Azure deployment paths, timeout and sanitized error mapping. A request accepts
+  1–64 inputs; `EmbeddingService` batches larger jobs and records each call as
+  EMBED, including daily rollups and provider/model budget accounting.
+- Registry rows have CHAT/EMBEDDING kinds and embedding dimensions. Legacy rows
+  remain CHAT. Discovery suggests EMBEDDING for ids containing embed, bge, e5,
+  gte or nomic; administrators can correct it. Chat routing/fallback/downgrades
+  cannot select an embedding model. Embedding resolution is explicit and checks
+  fresh provider enablement and HIPAA eligibility before dispatch.
+- `assistant_rag_source` is an admin-only navigation table. Its text fields must
+  exist and allow VALUES/MASKED exposure; application data access must allow READ.
+  Index now and Clear index are standard streamed ETL record actions with Review
+  and Result, never navigation entries. Indexing pages the UI API as the clicking
+  admin, reuses get_record's masking path, chunks deterministically and compares
+  hashes. Complete scans alone prune disappeared records; per-record replacement
+  also removes obsolete field chunks. Configuration/model identity changes clear
+  stale vectors. No source text is saved on a source or vector row.
+- `VectorStore` supplies upsert/delete/search/count plus content-free chunk
+  reconciliation and atomic record replacement. The in-memory implementation uses
+  exact cosine; the optional pgvector module uses host JDBC, a validated instance
+  schema, bound values and an HNSW cosine index. Sources from other embedding
+  models are excluded before ranking. The DBA installs pgvector; existing
+  installations do not require extension-installation privileges on startup.
+- `KnowledgeTool` is separate from the unchanged `UiApiToolbox`. A small
+  ContextBuilder hook adds it only for an enabled source, policy permission and
+  UI-readable source table. Search embeds the question, requests 4× the result
+  limit, then re-reads each hit through get_record with the asking user's session.
+  403/404 hits contribute only to the filtered count. Safe current values produce
+  snippets and `/app` citations; record refs propagate touched tables into P-c
+  classification and the normal tool-call log. The citation instruction is in
+  the static rules block. The result limit is capped at eight.
+- PHI source content and PHI conversation queries only reach eligible embedding
+  providers. Embedding budgets, kill switch and provider concurrency checks apply
+  to each batch. A budget downgrade into another vector space stops embedding.
+- Tests exercise real fixture UI API reads, denials, record locks, field masking,
+  PHI refusal, classification, reconciliation, embedding wire contracts and a
+  golden cited answer. JDBC shape/transaction tests always run; a pgvector:pg16
+  Testcontainers test skips on hosts without Docker.
+- P-g may invoke the manual service within a designated user's authenticated
+  context. P-f supplies no scheduled runner or stored/elevated session. Multiple
+  replicas should serialize manual re-indexing of a source at the host level;
+  per-record pgvector replacement is transactional, while scan reconciliation is
+  not a snapshot of concurrently changing application data.
+
+### P-g as built
+
+- `assistant_scheduled_task` is admin-only, AI exposure NONE, and appears as
+  Scheduled tasks. The owner-locked, read-only `assistant_scheduled_run` child
+  list retains run status, accounting and a bounded summary. Conversations gain
+  read-only `scheduledTaskId` and `channel` (`panel` or `assistant/scheduled`).
+  Task and run timestamps use the runtime clock; cron uses Quartz and a validated
+  ZoneId, including DST. Enablement and schedule edits recompute `nextRunAt`.
+- Credentials are references, never stored tokens. `credentialEnvName` must
+  match `[A-Z_][A-Z0-9_]*` and the dedicated
+  `allowedScheduledCredentialEnvNames` allowlist. The existing secret resolver
+  supplies its value. Read-only `credentialStatus` reports presence without
+  exposing token characters and is stripped on every save.
+- A run sends JSON `{accessToken: ...}` to the same loopback base URL's
+  `POST /qqq/v1/manageSession`. RC.5 with HTTP-only cookies returns the UUID in
+  `Set-Cookie: sessionUUID`; legacy JSON `uuid` is also accepted. Only then does
+  the runner resolve that UUID through the host authentication module, exactly
+  the UUID lookup used by the UI request pipeline. No direct token authentication,
+  automated-user session or constructed QSession exists in assistant code.
+  The resolved user id must equal `runAsUserId` before any model call. MOCK in
+  the integration fixture maps test tokens to the existing user-prefix sessions;
+  that token adapter is test code only.
+- kof22 provisions an Authentik designated account with normal QQQ permissions
+  and injects an accepted long-lived token through its secret manager and
+  ExternalSecret into an allow-listed environment variable. The task holds the
+  variable name and QQQ user id. Host authentication must accept that token type
+  as `accessToken`; an Authentik management API token is not automatically an
+  application access token. Neither account nor credential is provisioned here.
+- `assistantScheduledTasksRunner` registers a 60-second QScheduleMetaData when
+  `scheduledTasksSchedulerName` names a host scheduler. QQQ supplies its normal
+  scheduler context for assistant-table bookkeeping; no ArchUnit exception is
+  necessary. Configure `uiApiBaseUrl` at startup. No browser visit is required.
+- **Claim compatibility:** RC.5 UpdateInput cannot express a conditional
+  `WHERE next_run_at = expected`. AssistantStore therefore claims the expected
+  schedule slot using the database-enforced unique `(taskId, scheduledFor)` run
+  key and advances `nextRunAt` before login/dispatch. This is a unique-insert
+  optimistic claim rather than a conditional update. The memory fixture also
+  serializes claim operations on its instance. The database constraint, not
+  that monitor, prevents cross-replica duplicate execution. Do not remove claim
+  history or deploy to a backend without atomic unique keys. A crash can lose a
+  run; it never retries a claimed slot. A later tick advances an already-claimed
+  slot left behind by a crash between claim and schedule update.
+- The unchanged AssistantApi starts a new normal turn under the logged-in
+  designated user, preserving start gates, rate limiting, P-c classification,
+  P-d budgets and P-e routing/fallback. An internal context supplies the task's
+  selected profile and additional cost cap. Cost includes chat, classifier,
+  failed calls and knowledge-query embeddings. STOP is checked at dispatch
+  boundaries; an in-flight call can exceed the cap, and no next call is sent.
+- Every scheduled UI API request, including metadata and knowledge retrieval,
+  carries `X-QQQ-Client: assistant/scheduled/<taskId>` through `CoreUiApiGateway`.
+  Tool-call rows also record `clientChannel`; core enforces the configuration wall.
+- Approve write mode, Revoke write mode and Run now are admin record actions
+  using standard streamed ETL Review/Result. Review shows the exact prompt's
+  SHA-256 and run-as user. Result rereads and compares the complete reviewed
+  definition before recording the actual administrator's user id and time.
+  A persisted approval hash additionally binds prompt, run-as user, credential
+  reference, profile and requested mode. Editing any of these clears approval;
+  ordinary saves cannot set approval or computed bookkeeping fields.
+- Scheduled runs narrow W1's tool policy: record and bulk write tools require
+  both request and matching approval, the designated user's global/role Write-mode
+  permission, a READ_WRITE table and the policy's allowed-tools list. All scheduled writes require panel confirmation, including
+  when normal policy allows immediate writes. A pending proposal adds a waiting
+  notice to the run summary; the scheduler never confirms it.
+- RECORD keeps the run and conversation; NOTIFICATION and BOTH also submit an
+  Alerts notification with `NotificationAudience.user(runAsUserId)` and an
+  `/app/...` conversation link. Reflection targets the installed Alerts QBit's
+  RC.5 notification SPI/sink, following WebhooksAlerts' optional-dependency
+  pattern. Without it, a log contains run id and status only. Notification text
+  contains no answer data. In HIPAA mode run summaries contain exactly
+  `see conversation`; conversation payloads retain the existing encryption.
+    The existing record URL is an admin-screen link. Non-admin owners can read
+    their scheduled conversations in the panel's conversation list; opening a
+    particular existing conversation from a notification still needs a frontend
+    deep-link contract (the current panel only supports open/new-prompt links).
+    This phase does not broaden existing conversation record-screen permissions.
+- Failures close the run as FAILED or BLOCKED with sanitized errors and wait
+  until the next schedule. All output modes retain their audit record. Tests
+  exercise real manageSession and UI API requests with a fixed clock, designated
+  permissions and owner locks, headers, competing runners, approval invalidation,
+  notification modes, PHI refusal, encrypted HIPAA storage and cost STOP.
+
 ### Phases (each a green PR)
 | | Scope | Depends on |
 |---|---|---|

docs/schema-postgres.sql

@@ -103,7 +103,7 @@ CREATE TABLE assistant_tool_call
    redactions_json TEXT,
    ui_api_operation VARCHAR(255),
    http_status INTEGER,
-   audit_href VARCHAR(500),
+   audit_href TEXT,
    pending_action_id INTEGER,
    create_date TIMESTAMP WITH TIME ZONE
 );
@@ -369,6 +369,22 @@ CREATE TABLE assistant_profile_skill
    CONSTRAINT assistant_profile_skill_pair UNIQUE (profile_id, skill_id)
 );
 
+-- 0.1.0-RC.7: write mode (per conversation, user preference, policy) and auto-confirm.
+ALTER TABLE assistant_conversation ADD COLUMN IF NOT EXISTS write_mode BOOLEAN;
+ALTER TABLE assistant_policy ADD COLUMN IF NOT EXISTS write_mode_allowed BOOLEAN;
+ALTER TABLE assistant_policy ADD COLUMN IF NOT EXISTS write_mode_permission VARCHAR(128);
+ALTER TABLE assistant_policy ADD COLUMN IF NOT EXISTS auto_confirm_allowed BOOLEAN;
+ALTER TABLE assistant_data_access ADD COLUMN IF NOT EXISTS auto_confirm_ok BOOLEAN;
+CREATE TABLE assistant_user_preference
+(
+   id SERIAL PRIMARY KEY,
+   user_id VARCHAR(255) NOT NULL UNIQUE,
+   default_write_mode BOOLEAN,
+   auto_confirm_low_risk BOOLEAN,
+   create_date TIMESTAMP WITH TIME ZONE,
+   modify_date TIMESTAMP WITH TIME ZONE
+);
+
 CREATE TABLE assistant_data_audit
 (
    id SERIAL PRIMARY KEY,
@@ -477,3 +493,103 @@ ALTER TABLE assistant_turn ADD COLUMN route_decision VARCHAR(16);
 ALTER TABLE assistant_turn ADD COLUMN route_source VARCHAR(16);
 ALTER TABLE assistant_turn ADD COLUMN fallback_count INTEGER DEFAULT 0;
 ALTER TABLE assistant_turn ADD COLUMN provider_id INTEGER REFERENCES assistant_provider(id);
+
+
+-- P-f: embedding registry and admin-only knowledge-source configuration.
+ALTER TABLE assistant_model ADD COLUMN model_kind VARCHAR(16) DEFAULT 'CHAT'
+   CHECK (model_kind IN ('CHAT', 'EMBEDDING'));
+ALTER TABLE assistant_model ADD COLUMN embedding_dimensions INTEGER
+   CHECK (embedding_dimensions > 0);
+
+CREATE TABLE assistant_rag_source (
+   id SERIAL PRIMARY KEY,
+   name VARCHAR(200) NOT NULL,
+   enabled BOOLEAN DEFAULT TRUE,
+   table_name VARCHAR(200) NOT NULL,
+   field_names VARCHAR(500) NOT NULL,
+   title_field_name VARCHAR(200),
+   filter_json TEXT,
+   embedding_model_id INTEGER NOT NULL REFERENCES assistant_model(id),
+   chunk_chars INTEGER DEFAULT 1500 CHECK (chunk_chars BETWEEN 100 AND 16000),
+   chunk_overlap_chars INTEGER DEFAULT 200 CHECK (chunk_overlap_chars >= 0 AND chunk_overlap_chars < chunk_chars),
+   last_indexed_at TIMESTAMPTZ,
+   last_index_status VARCHAR(200),
+   last_index_error VARCHAR(500),
+   indexed_record_count INTEGER,
+   indexed_chunk_count INTEGER,
+   create_date TIMESTAMPTZ,
+   modify_date TIMESTAMPTZ
+);
+
+-- Optional pgvector part: reference only. Run the extension step as a DBA.
+-- PgVectorStore.ensureSchema() performs the remainder for the host's schema/N.
+-- Use a distinct schema per QQQ instance; match N to the embedding model.
+-- CREATE EXTENSION IF NOT EXISTS vector;
+-- CREATE SCHEMA IF NOT EXISTS assistant_rag;
+-- CREATE TABLE IF NOT EXISTS assistant_rag.assistant_rag_chunk (
+--    id BIGSERIAL PRIMARY KEY,
+--    source_id INT NOT NULL,
+--    table_name TEXT NOT NULL,
+--    record_pk TEXT NOT NULL,
+--    field_name TEXT NOT NULL,
+--    chunk_index INT NOT NULL,
+--    content_hash CHAR(64) NOT NULL,
+--    embedding vector(1024) NOT NULL,
+--    indexed_at TIMESTAMPTZ NOT NULL DEFAULT CURRENT_TIMESTAMP,
+--    UNIQUE(source_id, table_name, record_pk, field_name, chunk_index)
+-- );
+-- CREATE INDEX IF NOT EXISTS assistant_rag_chunk_cosine
+--    ON assistant_rag.assistant_rag_chunk USING hnsw (embedding vector_cosine_ops);
+
+-- P-g: designated-user scheduled assistant tasks. Install before enabling jobs.
+CREATE TABLE assistant_scheduled_task (
+   id SERIAL PRIMARY KEY,
+   name VARCHAR(200) NOT NULL,
+   enabled BOOLEAN NOT NULL DEFAULT FALSE,
+   prompt TEXT NOT NULL CHECK (char_length(prompt) BETWEEN 1 AND 4000),
+   run_as_user_id VARCHAR(200) NOT NULL,
+   credential_env_name VARCHAR(200) NOT NULL,
+   credential_status VARCHAR(200), -- computed; always NULL in stored rows
+   profile_id INTEGER REFERENCES assistant_profile(id),
+   cron_expression VARCHAR(200) NOT NULL,
+   timezone VARCHAR(100) NOT NULL DEFAULT 'UTC',
+   next_run_at TIMESTAMPTZ,
+   output_mode VARCHAR(20) NOT NULL DEFAULT 'RECORD' CHECK (output_mode IN ('RECORD', 'NOTIFICATION', 'BOTH')),
+   write_mode_requested BOOLEAN NOT NULL DEFAULT FALSE,
+   write_mode_approved_by VARCHAR(200),
+   write_mode_approved_at TIMESTAMPTZ,
+   write_mode_approval_hash VARCHAR(64),
+   max_cost_usd_per_run NUMERIC(18,6) CHECK (max_cost_usd_per_run >= 0),
+   last_run_at TIMESTAMPTZ,
+   last_run_status VARCHAR(20),
+   last_run_error VARCHAR(500),
+   create_date TIMESTAMPTZ,
+   modify_date TIMESTAMPTZ
+);
+CREATE INDEX assistant_scheduled_task_due ON assistant_scheduled_task(next_run_at) WHERE enabled;
+
+ALTER TABLE assistant_conversation ADD COLUMN scheduled_task_id INTEGER REFERENCES assistant_scheduled_task(id);
+ALTER TABLE assistant_conversation ADD COLUMN channel VARCHAR(64) NOT NULL DEFAULT 'panel';
+ALTER TABLE assistant_tool_call ADD COLUMN client_channel VARCHAR(64);
+
+CREATE TABLE assistant_scheduled_run (
+   id SERIAL PRIMARY KEY,
+   task_id INTEGER NOT NULL REFERENCES assistant_scheduled_task(id),
+   user_id VARCHAR(200) NOT NULL,
+   scheduled_for TIMESTAMPTZ NOT NULL,
+   started_at TIMESTAMPTZ,
+   ended_at TIMESTAMPTZ,
+   status VARCHAR(20) NOT NULL CHECK (status IN ('RUNNING', 'OK', 'FAILED', 'SKIPPED', 'BLOCKED')),
+   conversation_id INTEGER REFERENCES assistant_conversation(id) ON DELETE SET NULL,
+   turn_id INTEGER REFERENCES assistant_turn(id) ON DELETE SET NULL,
+   summary VARCHAR(2000),
+   cost_micros BIGINT,
+   error VARCHAR(500),
+   create_date TIMESTAMPTZ,
+   modify_date TIMESTAMPTZ,
+   UNIQUE (task_id, scheduled_for)
+);
+CREATE INDEX assistant_scheduled_run_owner ON assistant_scheduled_run(user_id, started_at);
+
+-- X1/Y1: encoded audit filters can exceed the old 500-character record links.
+ALTER TABLE assistant_tool_call ALTER COLUMN audit_href TYPE TEXT;

docs/screenshots/README.md

@@ -35,3 +35,8 @@ Light and dark, 390 and 1440 px:
 - `p-provider-local-*`: Local GPU (Ollama), keyless LOCAL settings, discovery/test results and discovered models.
 - `p-model-*`: a discovered model's capabilities, compute prices and connection-test result.
 - `p-home-providers-*`: the home's provider summary and usage from the executed demo calls, including disabled OpenRouter with its key Not set.
+
+Answer presentation (owner priority, 2026-10-13), taken against `OpenAiDemoServer` with the Next UI build of QRun-IO/qqq-frontend-next#111 (`next dev` proxied to the demo). The demo's OpenAI-compatible mock answers "How many images do I have by type?" the way a model would through the real adapter: five `count_records` calls through the UI API, then `present_results`.
+
+Light and dark, 390 and 1440 px:
+- `panel-presentation-*`: the summary line, an Images metric, the "Media by type" table (counts and the server-computed 80.2% and 19.8%, each row a filtered-list link), the pie chart, two filter links (Open JPEG media, Open PNG media) and a follow-up action.

pom.xml

@@ -28,6 +28,8 @@
       <anthropic.version>2.71.0</anthropic.version>
       <archunit.version>1.5.1</archunit.version>
       <jackson.version>2.21.7</jackson.version>
+      <!-- optional email delivery; qbit-email from Maven Central -->
+      <qbit-email.version>0.1.0-RC.1</qbit-email.version>
       <!-- live evals call the real API; run them with -Dtest.excludedGroups= -Dgroups=live -->
       <test.excludedGroups>live</test.excludedGroups>
    </properties>
@@ -50,11 +52,13 @@
    <modelVersion>4.0.0</modelVersion>
 
    <modules>
+      <module>qbit-assistant-provider-api</module>
       <module>qbit-assistant</module>
       <module>qbit-assistant-provider-anthropic</module>
       <module>qbit-assistant-provider-openai</module>
       <module>qbit-assistant-provider-bedrock</module>
       <module>qbit-assistant-provider-vertex</module>
+      <module>qbit-assistant-rag-pgvector</module>
    </modules>
 
    <licenses>
@@ -84,6 +88,11 @@
 
    <dependencyManagement>
       <dependencies>
+         <dependency>
+            <groupId>com.kingsrook.qbits</groupId>
+            <artifactId>qbit-assistant-provider-api</artifactId>
+            <version>${revision}</version>
+         </dependency>
          <dependency>
             <groupId>com.kingsrook.qbits</groupId>
             <artifactId>qbit-assistant-provider-anthropic</artifactId>
@@ -193,8 +202,9 @@
    </build>
 
    <profiles>
-      <!-- The assistant needs QQQ 4.1.0-RC.5: the AI tool kernel (package        -->
-      <!-- actions.ai, qqq#1078) and the developer panels (qqq#1076). Until        -->
+      <!-- The assistant needs QQQ 4.1.0-RC.6: the AI tool kernel (qqq#1078), the  -->
+      <!-- developer panels (qqq#1076) and the UI API extension point, invoker   -->
+      <!-- and credentials (qqq#1128). Until                                      -->
       <!-- qbit-build-parent imports the 4.1 BOM, this                              -->
       <!-- profile is active by default and imports qqq-bom-pom ahead of the        -->
       <!-- parent's 4.0.0 BOM, as in qbit-quick-search (ADR-0007). Override with    -->
@@ -205,7 +215,8 @@
             <activeByDefault>true</activeByDefault>
          </activation>
          <properties>
-            <qqq.snapshot.version>4.1.0-RC.5</qqq.snapshot.version>
+            <!-- requires QQQ RC.8 (core Preferences, qqq#1162); until it is published build with -Dqqq.snapshot.version=4.1.0-PREFS-SNAPSHOT -->
+            <qqq.snapshot.version>4.1.0-RC.8</qqq.snapshot.version>
          </properties>
          <dependencyManagement>
             <dependencies>

qbit-assistant-provider-anthropic/pom.xml

@@ -32,9 +32,14 @@
    <url>https://github.com/QRun-IO/qbit-assistant</url>
 
    <dependencies>
+      <dependency>
+         <groupId>com.kingsrook.qbits</groupId>
+         <artifactId>qbit-assistant-provider-api</artifactId>
+      </dependency>
       <dependency>
          <groupId>com.kingsrook.qbits</groupId>
          <artifactId>qbit-assistant</artifactId>
+         <scope>test</scope>
       </dependency>
       <dependency>
          <groupId>com.kingsrook.qqq</groupId>

qbit-assistant-provider-anthropic/src/test/java/com/kingsrook/qbits/assistant/provider/anthropic/LiveGoldenEvalTest.java

@@ -24,6 +24,7 @@ import com.kingsrook.qbits.assistant.testing.GoldenTasks;
 import com.kingsrook.qbits.assistant.testing.TurnRunner;
 import com.kingsrook.qqq.backend.core.context.QContext;
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
+import com.kingsrook.qqq.backend.core.model.metadata.permissions.ClientChannelsMetaData;
 import org.junit.jupiter.api.AfterEach;
 import org.junit.jupiter.api.BeforeEach;
 import org.junit.jupiter.api.Tag;
@@ -102,6 +103,10 @@ class LiveGoldenEvalTest
    @MethodSource("tasks")
    void live(GoldenTasks.Task task) throws Exception
    {
+      if("D-page-12-this-week".equals(task.id()))
+      {
+         ClientChannelsMetaData.ofOrWithNew(qInstance).getDeniedPatterns().get("assistant").remove("audit*");
+      }
       TurnRunner.Outcome outcome = new TurnRunner(qInstance, config).run(task.userId(), task.prompt());
       assertThat(outcome.errorCode()).as("error").isNull();
       task.liveCheck().accept(outcome);

qbit-assistant-provider-api/pom.xml

@@ -0,0 +1,116 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+  ~ Copyright 2026 Kingsrook, LLC
+  ~
+  ~ Licensed under the Apache License, Version 2.0 (the "License");
+  ~ you may not use this file except in compliance with the License.
+  ~ You may obtain a copy of the License at
+  ~
+  ~     http://www.apache.org/licenses/LICENSE-2.0
+  ~
+  ~ Unless required by applicable law or agreed to in writing, software
+  ~ distributed under the License is distributed on an "AS IS" BASIS,
+  ~ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+  ~ See the License for the specific language governing permissions and
+  ~ limitations under the License.
+  -->
+
+<project xmlns="http://maven.apache.org/POM/4.0.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
+   <modelVersion>4.0.0</modelVersion>
+
+   <parent>
+      <groupId>com.kingsrook.qbits</groupId>
+      <artifactId>qbit-assistant-parent</artifactId>
+      <version>${revision}</version>
+   </parent>
+
+   <artifactId>qbit-assistant-provider-api</artifactId>
+   <packaging>jar</packaging>
+
+   <name>QBit Assistant - Provider API</name>
+   <description>Provider SPI and pricing value types, independent of the assistant runtime</description>
+   <url>https://github.com/QRun-IO/qbit-assistant</url>
+
+   <dependencies>
+      <dependency>
+         <groupId>com.fasterxml.jackson.core</groupId>
+         <artifactId>jackson-annotations</artifactId>
+      </dependency>
+      <dependency>
+         <groupId>com.fasterxml.jackson.core</groupId>
+         <artifactId>jackson-databind</artifactId>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>org.junit.jupiter</groupId>
+         <artifactId>junit-jupiter</artifactId>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>org.assertj</groupId>
+         <artifactId>assertj-core</artifactId>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>com.tngtech.archunit</groupId>
+         <artifactId>archunit-junit5</artifactId>
+         <scope>test</scope>
+      </dependency>
+   </dependencies>
+
+   <build>
+      <plugins>
+         <plugin>
+            <groupId>org.apache.maven.plugins</groupId>
+            <artifactId>maven-surefire-plugin</artifactId>
+            <configuration>
+               <redirectTestOutputToFile>true</redirectTestOutputToFile>
+            </configuration>
+         </plugin>
+         <plugin>
+            <groupId>org.jacoco</groupId>
+            <artifactId>jacoco-maven-plugin</artifactId>
+            <executions>
+               <execution>
+                  <id>prepare-agent</id>
+                  <goals>
+                     <goal>prepare-agent</goal>
+                  </goals>
+               </execution>
+               <execution>
+                  <id>report</id>
+                  <phase>verify</phase>
+                  <goals>
+                     <goal>report</goal>
+                  </goals>
+               </execution>
+               <execution>
+                  <id>check</id>
+                  <goals>
+                     <goal>check</goal>
+                  </goals>
+                  <configuration>
+                     <rules>
+                        <rule>
+                           <element>BUNDLE</element>
+                           <limits>
+                              <limit>
+                                 <counter>INSTRUCTION</counter>
+                                 <value>COVEREDRATIO</value>
+                                 <minimum>0.70</minimum>
+                              </limit>
+                              <limit>
+                                 <counter>CLASS</counter>
+                                 <value>COVEREDRATIO</value>
+                                 <minimum>0.90</minimum>
+                              </limit>
+                           </limits>
+                        </rule>
+                     </rules>
+                  </configuration>
+               </execution>
+            </executions>
+         </plugin>
+      </plugins>
+   </build>
+</project>

qbit-assistant-provider-api/src/main/java/com/kingsrook/qbits/assistant/engine/ModelPricing.java

@@ -20,7 +20,6 @@ package com.kingsrook.qbits.assistant.engine;
 import java.io.Serializable;
 import java.util.LinkedHashMap;
 import java.util.Map;
-import com.kingsrook.qbits.assistant.AssistantModelRouting;
 import com.kingsrook.qbits.assistant.provider.ModelUsage;
 
 
@@ -63,9 +62,9 @@ public class ModelPricing implements Serializable
    public static Map<String, ModelPricing> defaults()
    {
       Map<String, ModelPricing> map = new LinkedHashMap<>();
-      map.put(AssistantModelRouting.SONNET_5_5, of(2.0, 10.0, 0.1));
-      map.put(AssistantModelRouting.OPUS_5_5, of(4.0, 20.0, 0.05));
-      map.put(AssistantModelRouting.HAIKU_5_5, of(0.10, 0.50, 0.1));
+      map.put("claude-sonnet-5-5", of(2.0, 10.0, 0.1));
+      map.put("claude-opus-5-5", of(4.0, 20.0, 0.05));
+      map.put("claude-haiku-5-5", of(0.10, 0.50, 0.1));
       map.put("claude-fable-5-1", of(10.0, 50.0, 0.025));
       map.put("claude-fable-5", of(10.0, 50.0, 0.1));
       map.put("claude-opus-5", of(5.0, 25.0, 0.1));

qbit-assistant-provider-api/src/main/java/com/kingsrook/qbits/assistant/provider/AssistantModelProvider.java

@@ -58,4 +58,14 @@ public interface AssistantModelProvider
       return (null);
    }
 
+
+
+   /*******************************************************************************
+    ** Optional embedding capability. Unsupported adapters fail before transport.
+    *******************************************************************************/
+   default EmbeddingResponse embed(EmbeddingRequest request) throws ModelProviderException
+   {
+      throw (new ModelProviderException(ModelProviderException.Kind.INVALID_REQUEST, null, "Embeddings are unsupported by this provider."));
+   }
+
 }

qbit-assistant-provider-api/src/main/java/com/kingsrook/qbits/assistant/provider/AssistantProviderType.java

@@ -18,7 +18,6 @@ package com.kingsrook.qbits.assistant.provider;
 
 
 import java.util.List;
-import com.kingsrook.qbits.assistant.model.AssistantProvider;
 
 
 /*******************************************************************************
@@ -140,8 +139,10 @@ public interface AssistantProviderType
 
    /*******************************************************************************
     ** Additional settings errors, without resolving credentials or doing I/O.
+    ** Settings contain configured values and apiKeyEnvName; apiKey, the bearer
+    ** token supplier and SSLContext are not resolved for validation.
     *******************************************************************************/
-   default List<String> validate(AssistantProvider row)
+   default List<String> validate(ProviderSettings settings)
    {
       return (List.of());
    }

qbit-assistant-provider-api/src/main/java/com/kingsrook/qbits/assistant/provider/EmbeddingRequest.java

@@ -0,0 +1,39 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.provider;
+
+
+import java.util.List;
+
+
+/*******************************************************************************
+ ** One embedding batch. Providers accept at most 64 inputs per request.
+ *******************************************************************************/
+public record EmbeddingRequest(String model, List<String> input)
+{
+   /*******************************************************************************
+    ** Snapshot the inputs and reject empty or oversized batches before transport.
+    *******************************************************************************/
+   public EmbeddingRequest
+   {
+      input = List.copyOf(input);
+      if(model == null || model.isBlank() || input.isEmpty() || input.size() > 64)
+      {
+         throw (new IllegalArgumentException("An embedding request needs a model and 1 to 64 inputs."));
+      }
+   }
+}

qbit-assistant-provider-api/src/main/java/com/kingsrook/qbits/assistant/provider/EmbeddingResponse.java

@@ -0,0 +1,28 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.provider;
+
+
+import java.util.List;
+
+
+/*******************************************************************************
+ ** Ordered vectors and billable usage. No input text is retained in the response.
+ *******************************************************************************/
+public record EmbeddingResponse(List<float[]> vectors, ModelUsage usage, String requestId)
+{
+}

qbit-assistant-provider-api/src/main/java/com/kingsrook/qbits/assistant/provider/ProviderSettings.java

@@ -36,6 +36,7 @@ public class ProviderSettings
    private String tlsCaBundle;
    @JsonIgnore
    private transient SSLContext sslContext;
+   private String apiKeyEnvName;
    private String kind;
    private String apiKey;
    private String baseUrl;
@@ -397,4 +398,35 @@ public class ProviderSettings
       this.bearerTokenSupplier = bearerTokenSupplier;
       return (this);
    }
+
+
+
+   /*******************************************************************************
+    ** The configured environment variable name, never its secret value.
+    *******************************************************************************/
+   public String getApiKeyEnvName()
+   {
+      return (this.apiKeyEnvName);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for apiKeyEnvName
+    *******************************************************************************/
+   public void setApiKeyEnvName(String apiKeyEnvName)
+   {
+      this.apiKeyEnvName = apiKeyEnvName;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for apiKeyEnvName
+    *******************************************************************************/
+   public ProviderSettings withApiKeyEnvName(String apiKeyEnvName)
+   {
+      this.apiKeyEnvName = apiKeyEnvName;
+      return (this);
+   }
 }

qbit-assistant-provider-api/src/test/java/com/kingsrook/qbits/assistant/provider/ProviderApiArchitectureTest.java

@@ -0,0 +1,75 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.provider;
+
+
+import java.util.Set;
+import com.tngtech.archunit.base.DescribedPredicate;
+import com.tngtech.archunit.core.domain.JavaClass;
+import com.tngtech.archunit.core.domain.JavaClasses;
+import com.tngtech.archunit.core.importer.ClassFileImporter;
+import com.tngtech.archunit.core.importer.ImportOption;
+import org.junit.jupiter.api.Test;
+import static com.tngtech.archunit.lang.syntax.ArchRuleDefinition.classes;
+import static com.tngtech.archunit.lang.syntax.ArchRuleDefinition.noClasses;
+
+
+/*******************************************************************************
+ ** Keep external provider consumers independent of the assistant runtime and QQQ.
+ *******************************************************************************/
+class ProviderApiArchitectureTest
+{
+   /*******************************************************************************
+    ** Allow only the extracted types, including their nested enums, under the
+    ** assistant namespace. A future dependency on any runtime package must fail.
+    *******************************************************************************/
+   @Test
+   void dependsOnlyOnApiTypes()
+   {
+      Set<String> apiTypes = Set.of(
+         "com.kingsrook.qbits.assistant.provider.AssistantModelProvider",
+         "com.kingsrook.qbits.assistant.provider.AssistantProviderType",
+         "com.kingsrook.qbits.assistant.provider.CacheHint",
+         "com.kingsrook.qbits.assistant.provider.CompletableStreamHandle",
+         "com.kingsrook.qbits.assistant.provider.DiscoveredModel",
+         "com.kingsrook.qbits.assistant.provider.EmbeddingRequest",
+         "com.kingsrook.qbits.assistant.provider.EmbeddingResponse",
+         "com.kingsrook.qbits.assistant.provider.HealthResult",
+         "com.kingsrook.qbits.assistant.provider.ModelCapabilities",
+         "com.kingsrook.qbits.assistant.provider.ModelEventListener",
+         "com.kingsrook.qbits.assistant.provider.ModelMessage",
+         "com.kingsrook.qbits.assistant.provider.ModelPart",
+         "com.kingsrook.qbits.assistant.provider.ModelProviderException",
+         "com.kingsrook.qbits.assistant.provider.ModelRequest",
+         "com.kingsrook.qbits.assistant.provider.ModelResponse",
+         "com.kingsrook.qbits.assistant.provider.ModelToolDefinition",
+         "com.kingsrook.qbits.assistant.provider.ModelUsage",
+         "com.kingsrook.qbits.assistant.provider.ProviderSettings",
+         "com.kingsrook.qbits.assistant.provider.StreamHandle",
+         "com.kingsrook.qbits.assistant.provider.SystemBlock",
+         "com.kingsrook.qbits.assistant.provider.TokenCount",
+         "com.kingsrook.qbits.assistant.provider.TrustedCaBundle",
+         "com.kingsrook.qbits.assistant.engine.ModelPricing");
+      JavaClasses imported = new ClassFileImporter()
+         .withImportOption(ImportOption.Predefined.DO_NOT_INCLUDE_TESTS)
+         .importPackages("com.kingsrook.qbits.assistant");
+      DescribedPredicate<JavaClass> outsideRuntime = DescribedPredicate.describe("outside assistant or an extracted API type", type ->
+         !type.getName().startsWith("com.kingsrook.qbits.assistant.") || apiTypes.contains(type.getName().split("\\$", 2)[0]));
+      classes().should().onlyDependOnClassesThat(outsideRuntime).check(imported);
+      noClasses().should().dependOnClassesThat().resideInAnyPackage("com.kingsrook.qqq..").check(imported);
+   }
+}

qbit-assistant-provider-api/src/test/java/com/kingsrook/qbits/assistant/provider/ProviderApiTest.java

@@ -0,0 +1,214 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.provider;
+
+
+import java.time.Duration;
+import java.util.ArrayList;
+import java.util.Collections;
+import java.util.List;
+import java.util.Map;
+import java.util.concurrent.atomic.AtomicInteger;
+import javax.net.ssl.SSLContext;
+import com.fasterxml.jackson.databind.DeserializationFeature;
+import com.fasterxml.jackson.databind.JsonNode;
+import com.fasterxml.jackson.databind.ObjectMapper;
+import com.kingsrook.qbits.assistant.engine.ModelPricing;
+import org.junit.jupiter.api.Test;
+import static org.assertj.core.api.Assertions.assertThat;
+import static org.assertj.core.api.Assertions.assertThatThrownBy;
+
+
+/*******************************************************************************
+ ** Provider contracts work on a classpath with no assistant runtime or QQQ.
+ *******************************************************************************/
+class ProviderApiTest
+{
+   private final ObjectMapper mapper = new ObjectMapper().disable(DeserializationFeature.FAIL_ON_UNKNOWN_PROPERTIES);
+
+
+
+   /*******************************************************************************
+    ** Preserve provider-neutral requests and tool order through JSON; signed
+    ** provider state remains in memory only.
+    *******************************************************************************/
+   @Test
+   void requestRoundTripAndCopy() throws Exception
+   {
+      ModelCapabilities capabilities = new ModelCapabilities().withTools(true).withParallelToolCalls(true)
+         .withPromptCaching(true).withThinking(false).withMaxContextTokens(32000)
+         .withVision(false).withStreaming(true).withReasoningEffort(true);
+      ModelToolDefinition tool = new ModelToolDefinition().withName("lookup").withDescription("Look up a record")
+         .withInputSchema(Map.of("type", "object")).withStrict(true);
+      ModelMessage user = ModelMessage.user("Find it").withCacheHint(CacheHint.SHORT);
+      ModelMessage assistant = ModelMessage.assistant("Looking").withPart(ModelPart.toolUse("call-1", "lookup", null))
+         .withProviderState("private-signature");
+      ModelMessage result = new ModelMessage().withRole(ModelMessage.Role.USER)
+         .withParts(List.of(ModelPart.toolResult("call-1", "denied", true)));
+      ModelRequest request = new ModelRequest().withModel("example").withEffort("low").withMaxTokens(100)
+         .withParallelToolCalls(true).withStreaming(false).withCapabilities(capabilities)
+         .withSystem(List.of(new SystemBlock("rules", CacheHint.LONG), new SystemBlock().withText("user context").withCacheHint(CacheHint.SHORT)))
+         .withTools(List.of(tool)).withMessages(new ArrayList<>(List.of(user, assistant, result)));
+      String json = mapper.writeValueAsString(request);
+      assertThat(json).doesNotContain("private-signature", "providerState");
+      ModelRequest restored = mapper.readValue(json, ModelRequest.class);
+      assertThat(mapper.<JsonNode>valueToTree(restored)).isEqualTo(mapper.valueToTree(request));
+      assertThat(restored.getMessages().get(1).getProviderState()).isNull();
+      assertThat(restored.getMessages().get(2).getParts().get(0).getIsError()).isTrue();
+      ModelRequest copy = request.copy();
+      assertThat(mapper.<JsonNode>valueToTree(copy)).isEqualTo(mapper.valueToTree(request));
+      copy.getMessages().clear();
+      assertThat(request.getMessages()).hasSize(3);
+   }
+
+
+
+   /*******************************************************************************
+    ** Response helpers retain tool ordering, text, usage and safe metadata.
+    *******************************************************************************/
+   @Test
+   void responseAndPricingRoundTrip() throws Exception
+   {
+      ModelUsage usage = new ModelUsage().withInputTokens(2L).withOutputTokens(3L)
+         .withCacheReadTokens(4L).withCacheWriteTokens(5L).withCacheWrite1hTokens(1L);
+      ModelPart first = ModelPart.toolUse("first", "lookup", Map.of("id", 1));
+      ModelPart second = ModelPart.toolUse("second", "lookup", Map.of("id", 2));
+      ModelResponse response = new ModelResponse().withParts(List.of(ModelPart.text("a"), first, ModelPart.text("b"), second))
+         .withModel("example").withStopReason(ModelResponse.STOP_TOOL_USE).withRequestId("request-1")
+         .withUsage(usage).withProviderState("signature");
+      assertThat(response.getText()).isEqualTo("ab");
+      assertThat(response.getToolUses()).containsExactly(first, second);
+      String json = mapper.writeValueAsString(response);
+      assertThat(json).doesNotContain("signature", "providerState");
+      ModelResponse restored = mapper.readValue(json, ModelResponse.class);
+      assertThat(mapper.<JsonNode>valueToTree(restored)).isEqualTo(mapper.valueToTree(response));
+      assertThat(restored.getProviderState()).isNull();
+      assertThat(response.getProviderState()).isEqualTo("signature");
+      ModelPricing pricing = ModelPricing.of(0.1, 0.5, 0.1);
+      ModelPricing restoredPricing = mapper.readValue(mapper.writeValueAsString(pricing), ModelPricing.class);
+      assertThat(restoredPricing.costMicros(usage)).isEqualTo(3);
+      assertThat(new ModelUsage().withInputTokens(null).add(usage).add(null).billableTokens()).isEqualTo(10);
+      TokenCount tokens = mapper.readValue(mapper.writeValueAsString(new TokenCount().withInputTokens(12L)), TokenCount.class);
+      assertThat(tokens.getInputTokens()).isEqualTo(12L);
+   }
+
+
+
+   /*******************************************************************************
+    ** Plain validation settings require no credentials or entity classes, and
+    ** live token suppliers/TLS contexts cannot be serialized into diagnostics.
+    *******************************************************************************/
+   @Test
+   void settingsRoundTrip() throws Exception
+   {
+      ProviderSettings settings = new ProviderSettings().withKind("EXAMPLE").withApiKeyEnvName("EXAMPLE_KEY")
+         .withApiKey("test-only-key").withBaseUrl("https://example.invalid").withApiVersion("v1")
+         .withRegion("region").withCloudProject("project").withTlsCaBundle("corporate")
+         .withConnectTimeoutSeconds(5).withRequestTimeoutSeconds(30)
+         .withBearerTokenSupplier(() -> "ephemeral-token").withSslContext(SSLContext.getDefault());
+      String json = mapper.writeValueAsString(settings);
+      assertThat(json).doesNotContain("ephemeral-token", "bearerTokenSupplier", "sslContext");
+      ProviderSettings restored = mapper.readValue(json, ProviderSettings.class);
+      assertThat(mapper.<JsonNode>valueToTree(restored)).isEqualTo(mapper.valueToTree(settings));
+      assertThat(settings.getBearerTokenSupplier().get()).isEqualTo("ephemeral-token");
+      assertThat(settings.getSslContext()).isNotNull();
+      assertThat(restored.getBearerTokenSupplier()).isNull();
+      assertThat(restored.getSslContext()).isNull();
+   }
+
+
+
+   /*******************************************************************************
+    ** Embedding batches snapshot input and enforce the transport size contract.
+    *******************************************************************************/
+   @Test
+   void embeddingContracts()
+   {
+      List<String> input = new ArrayList<>(List.of("first", "second"));
+      EmbeddingRequest request = new EmbeddingRequest("embed", input);
+      input.clear();
+      assertThat(request.input()).containsExactly("first", "second");
+      assertThatThrownBy(() -> request.input().add("third")).isInstanceOf(UnsupportedOperationException.class);
+      assertThatThrownBy(() -> new EmbeddingRequest(" ", List.of("text"))).isInstanceOf(IllegalArgumentException.class);
+      assertThatThrownBy(() -> new EmbeddingRequest(null, List.of("text"))).isInstanceOf(IllegalArgumentException.class);
+      assertThatThrownBy(() -> new EmbeddingRequest("embed", List.of())).isInstanceOf(IllegalArgumentException.class);
+      assertThatThrownBy(() -> new EmbeddingRequest("embed", Collections.nCopies(65, "text"))).isInstanceOf(IllegalArgumentException.class);
+      assertThat(new EmbeddingRequest("embed", Collections.nCopies(64, "text")).input()).hasSize(64);
+      float[] vector = new float[] { 0.25F, 0.75F };
+      EmbeddingResponse response = new EmbeddingResponse(List.of(vector), new ModelUsage().withInputTokens(2L), "request");
+      assertThat(response.vectors().getFirst()).containsExactly(0.25F, 0.75F);
+      assertThat(response.usage().getInputTokens()).isEqualTo(2L);
+      assertThat(response.requestId()).isEqualTo("request");
+   }
+
+
+
+   /*******************************************************************************
+    ** Cancellation is idempotent, preserves accrued usage, and wins over late
+    ** completion. Timeout also cancels the underlying transport.
+    *******************************************************************************/
+   @Test
+   void cancellationAndTimeout() throws Exception
+   {
+      AtomicInteger cancellations = new AtomicInteger();
+      ModelUsage usage = new ModelUsage().withInputTokens(10L);
+      CompletableStreamHandle handle = new CompletableStreamHandle();
+      handle.setPartialUsage(() -> usage);
+      handle.setOnCancel(cancellations::incrementAndGet);
+      handle.cancel();
+      handle.cancel();
+      handle.complete(new ModelResponse().withStopReason(ModelResponse.STOP_END_TURN));
+      handle.fail(new ModelProviderException(ModelProviderException.Kind.SERVER, 500, "late failure"));
+      assertThat(handle.isCancelled()).isTrue();
+      assertThat(cancellations.get()).isEqualTo(1);
+      assertThat(handle.await(Duration.ofSeconds(1)).getUsage()).isSameAs(usage);
+      CompletableStreamHandle timeout = new CompletableStreamHandle();
+      timeout.setPartialUsage(() -> usage);
+      assertThatThrownBy(() -> timeout.await(Duration.ofMillis(1))).isInstanceOfSatisfying(ModelProviderException.class, error ->
+      {
+         assertThat(error.getKind()).isEqualTo(ModelProviderException.Kind.TIMEOUT);
+         assertThat(error.getPartialUsage()).isSameAs(usage);
+      });
+      assertThat(timeout.isCancelled()).isTrue();
+      handle.setPartialUsage(() ->
+      {
+         throw (new IllegalStateException("closed"));
+      });
+      assertThat(handle.partialUsage()).isNull();
+   }
+
+
+
+   /*******************************************************************************
+    ** Error metadata is bounded and redacted independently of error classification.
+    *******************************************************************************/
+   @Test
+   void errorDetails()
+   {
+      ModelProviderException error = new ModelProviderException(ModelProviderException.Kind.INVALID_REQUEST, 400, "Invalid schema")
+         .withStrictSchemaRejected(true).withProviderDetails("invalid_request", "bad key sk-abcdefghijk\ntry again", "req-123");
+      assertThat(error.isStrictSchemaRejected()).isTrue();
+      assertThat(error.getProviderErrorType()).isEqualTo("invalid_request");
+      assertThat(error.getProviderMessage()).isEqualTo("bad key [redacted] try again");
+      assertThat(error.getRequestId()).isEqualTo("req-123");
+      assertThat(error.isRetryable()).isFalse();
+      assertThat(ModelProviderException.sanitizeProviderMessage(" ", 10)).isNull();
+      assertThat(ModelProviderException.sanitizeProviderMessage(null, 10)).isNull();
+      assertThat(ModelProviderException.sanitizeProviderMessage("word ".repeat(100), 20)).hasSize(20);
+      assertThat(ModelProviderException.sanitizeProviderMessage("a".repeat(50), 100)).isEqualTo("[redacted]");
+   }
+}

qbit-assistant-provider-api/src/test/java/com/kingsrook/qbits/assistant/provider/ProviderComponentsTest.java

@@ -0,0 +1,80 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.provider;
+
+
+import java.time.Duration;
+import com.kingsrook.qbits.assistant.engine.ModelPricing;
+import org.junit.jupiter.api.Test;
+import static org.assertj.core.api.Assertions.assertThat;
+import static org.assertj.core.api.Assertions.assertThatThrownBy;
+
+
+/*******************************************************************************
+ ** Standalone contracts moved from the runtime's component tests.
+ *******************************************************************************/
+class ProviderComponentsTest
+{
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testPricing()
+   {
+      ModelPricing sonnet = ModelPricing.defaults().get("claude-sonnet-5-5");
+      ModelUsage   usage  = new ModelUsage().withInputTokens(6000L).withOutputTokens(800L).withCacheReadTokens(12_000L).withCacheWriteTokens(1000L).withCacheWrite1hTokens(400L);
+      //////////////////////////////////////////////////////////////////////////////////
+      // 6000*2 + 800*10 + 12000*0.2 + 600*2.5 + 400*4 = 12000+8000+2400+1500+1600   //
+      //////////////////////////////////////////////////////////////////////////////////
+      assertThat(sonnet.costMicros(usage)).isEqualTo(25_500);
+      assertThat(sonnet.costMicros(null)).isZero();
+      assertThat(new ModelPricing().costMicros(usage)).isZero();
+      assertThat(ModelPricing.defaults().get("claude-opus-5-5").getCacheReadUsdPerMTok()).isEqualTo(0.2);
+      assertThat(usage.billableTokens()).isEqualTo(7800);
+      assertThat(new ModelUsage().add(usage).add(null).getCacheReadTokens()).isEqualTo(12_000);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testStreamHandle() throws Exception
+   {
+      CompletableStreamHandle handle = new CompletableStreamHandle();
+      handle.complete(new ModelResponse().withStopReason("end_turn"));
+      assertThat(handle.await(Duration.ofSeconds(1)).getStopReason()).isEqualTo("end_turn");
+
+      CompletableStreamHandle failing = new CompletableStreamHandle();
+      failing.fail(new ModelProviderException(ModelProviderException.Kind.RATE_LIMITED, 429, "slow down"));
+      assertThatThrownBy(() -> failing.await(Duration.ofSeconds(1))).isInstanceOfSatisfying(ModelProviderException.class, e ->
+      {
+         assertThat(e.isRetryable()).isTrue();
+         assertThat(e.getHttpStatus()).isEqualTo(429);
+      });
+
+      CompletableStreamHandle cancelled = new CompletableStreamHandle();
+      cancelled.setOnCancel(() ->
+      {
+         throw (new IllegalStateException("closing"));
+      });
+      cancelled.cancel();
+      cancelled.cancel();
+      assertThat(cancelled.await(Duration.ofSeconds(1)).getStopReason()).isEqualTo(ModelResponse.STOP_CANCELLED);
+      assertThat(new ModelProviderException(ModelProviderException.Kind.INVALID_REQUEST, 400, "x").isRetryable()).isFalse();
+   }
+}

qbit-assistant-provider-api/src/test/java/com/kingsrook/qbits/assistant/provider/ProviderDefaultsTest.java

@@ -0,0 +1,164 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.provider;
+
+
+import java.util.List;
+import org.junit.jupiter.api.Test;
+import static org.assertj.core.api.Assertions.assertThat;
+import static org.assertj.core.api.Assertions.assertThatThrownBy;
+
+
+/*******************************************************************************
+ ** A minimal external provider compiles and uses SPI defaults without the runtime.
+ *******************************************************************************/
+class ProviderDefaultsTest
+{
+   /*******************************************************************************
+    ** Legacy two-argument factories and static model lists remain supported.
+    *******************************************************************************/
+   @Test
+   void minimalProviderDefaults() throws Exception
+   {
+      ExampleProvider provider = new ExampleProvider();
+      ProviderSettings settings = new ProviderSettings().withApiKey("test-key").withBaseUrl("https://example.invalid");
+      assertThat(provider.create(settings)).isSameAs(provider);
+      assertThat(provider.settings.getApiKey()).isEqualTo("test-key");
+      assertThat(provider.settings.getBaseUrl()).isEqualTo("https://example.invalid");
+      assertThat(provider.getKinds()).containsExactly("EXAMPLE_PROVIDER");
+      assertThat(provider.getDefaultBaseUrl("EXAMPLE_PROVIDER")).isNull();
+      assertThat(provider.getDefaultApiKeyEnvName("EXAMPLE_PROVIDER")).isEqualTo("EXAMPLE_KEY");
+      assertThat(provider.getDefaultLocation("EXAMPLE_PROVIDER")).isEqualTo("CLOUD");
+      assertThat(provider.requiresBaseUrl("EXAMPLE_PROVIDER")).isTrue();
+      assertThat(provider.validate(settings)).isEmpty();
+      assertThat(provider.discoverModels(settings)).containsExactly(new DiscoveredModel("example", "example", null, null));
+      assertThat(provider.checkHealth(settings).healthy()).isNull();
+      assertThat(provider.checkHealth(settings).message()).isEqualTo("Health check not supported");
+      assertThat(new HealthResult(false, 20L, "bad sk-abcdefghijk").message()).isEqualTo("bad [redacted]");
+      assertThat(provider.countTokens(new ModelRequest())).isNull();
+      assertThatThrownBy(() -> provider.embed(new EmbeddingRequest("example", List.of("text"))))
+         .isInstanceOfSatisfying(ModelProviderException.class, error -> assertThat(error.getKind()).isEqualTo(ModelProviderException.Kind.INVALID_REQUEST));
+      StringBuilder deltas = new StringBuilder();
+      ModelEventListener listener = deltas::append;
+      listener.onToolUseStart("call", "lookup");
+      assertThat(deltas).isEmpty();
+      listener.onTextDelta("visible answer");
+      assertThat(deltas).hasToString("visible answer");
+   }
+
+
+
+   /*******************************************************************************
+    ** Only the original required SPI methods are implemented.
+    *******************************************************************************/
+   private static class ExampleProvider implements AssistantProviderType, AssistantModelProvider
+   {
+      private ProviderSettings settings;
+
+
+
+      /*******************************************************************************
+       ** Minimal provider contract.
+       *******************************************************************************/
+      @Override
+      public String getType()
+      {
+         return ("example-provider");
+      }
+
+
+      /*******************************************************************************
+       ** Minimal provider contract.
+       *******************************************************************************/
+      @Override
+      public String getLabel()
+      {
+         return ("Example");
+      }
+
+
+      /*******************************************************************************
+       ** Minimal provider contract.
+       *******************************************************************************/
+      @Override
+      public List<String> getModels()
+      {
+         return (List.of("example"));
+      }
+
+
+      /*******************************************************************************
+       ** Minimal provider contract.
+       *******************************************************************************/
+      @Override
+      public String getDefaultApiKeyEnvName()
+      {
+         return ("EXAMPLE_KEY");
+      }
+
+
+      /*******************************************************************************
+       ** Minimal provider contract.
+       *******************************************************************************/
+      @Override
+      public String getDefaultBaseUrl()
+      {
+         return (null);
+      }
+
+
+      /*******************************************************************************
+       ** Minimal provider contract.
+       *******************************************************************************/
+      @Override
+      public AssistantModelProvider create(String apiKey, String baseUrl)
+      {
+         settings = new ProviderSettings().withApiKey(apiKey).withBaseUrl(baseUrl);
+         return (this);
+      }
+
+
+      /*******************************************************************************
+       ** Minimal provider contract.
+       *******************************************************************************/
+      @Override
+      public String getName()
+      {
+         return ("example");
+      }
+
+
+      /*******************************************************************************
+       ** Minimal provider contract.
+       *******************************************************************************/
+      @Override
+      public ModelCapabilities getCapabilities(String modelId)
+      {
+         return (new ModelCapabilities());
+      }
+
+
+      /*******************************************************************************
+       ** Minimal provider contract.
+       *******************************************************************************/
+      @Override
+      public StreamHandle stream(ModelRequest request, ModelEventListener listener)
+      {
+         throw (new UnsupportedOperationException());
+      }
+   }
+}

qbit-assistant-provider-bedrock/pom.xml

@@ -41,9 +41,14 @@
          <artifactId>qbit-assistant-provider-anthropic</artifactId>
       </dependency>
 
+      <dependency>
+         <groupId>com.kingsrook.qbits</groupId>
+         <artifactId>qbit-assistant-provider-api</artifactId>
+      </dependency>
       <dependency>
          <groupId>com.kingsrook.qbits</groupId>
          <artifactId>qbit-assistant</artifactId>
+         <scope>test</scope>
       </dependency>
       <dependency>
          <groupId>com.kingsrook.qqq</groupId>

qbit-assistant-provider-bedrock/src/main/java/com/kingsrook/qbits/assistant/provider/bedrock/BedrockProviderType.java

@@ -24,7 +24,6 @@ import com.anthropic.backends.Backend;
 import com.anthropic.bedrock.backends.BedrockBackend;
 import com.anthropic.client.okhttp.AnthropicOkHttpClient;
 import com.anthropic.core.Timeout;
-import com.kingsrook.qbits.assistant.model.AssistantProvider;
 import com.kingsrook.qbits.assistant.provider.AssistantModelProvider;
 import com.kingsrook.qbits.assistant.provider.AssistantProviderType;
 import com.kingsrook.qbits.assistant.provider.DiscoveredModel;
@@ -117,14 +116,14 @@ public class BedrockProviderType implements AssistantProviderType
     ** Validate cloud settings without loading credentials.
     *******************************************************************************/
    @Override
-   public List<String> validate(AssistantProvider row)
+   public List<String> validate(ProviderSettings settings)
    {
       List<String> errors = new ArrayList<>();
-      if(row.getRegion() == null || row.getRegion().isBlank())
+      if(settings.getRegion() == null || settings.getRegion().isBlank())
       {
          errors.add("Region is required for BEDROCK.");
       }
-      if(row.getApiKeyEnvName() != null && !row.getApiKeyEnvName().isBlank())
+      if(settings.getApiKeyEnvName() != null && !settings.getApiKeyEnvName().isBlank())
       {
          errors.add("Leave API key variable empty: AWS Bedrock (Claude) uses the AWS default credential chain (environment, profile or server role).");
       }

qbit-assistant-provider-openai/pom.xml

@@ -32,9 +32,14 @@
    <url>https://github.com/QRun-IO/qbit-assistant</url>
 
    <dependencies>
+      <dependency>
+         <groupId>com.kingsrook.qbits</groupId>
+         <artifactId>qbit-assistant-provider-api</artifactId>
+      </dependency>
       <dependency>
          <groupId>com.kingsrook.qbits</groupId>
          <artifactId>qbit-assistant</artifactId>
+         <scope>test</scope>
       </dependency>
       <dependency>
          <groupId>com.kingsrook.qqq</groupId>

qbit-assistant-provider-openai/src/main/java/com/kingsrook/qbits/assistant/provider/openai/OpenAiCompatibleModelProvider.java

@@ -38,6 +38,8 @@ import com.fasterxml.jackson.databind.JsonNode;
 import com.fasterxml.jackson.databind.node.ObjectNode;
 import com.kingsrook.qbits.assistant.provider.AssistantModelProvider;
 import com.kingsrook.qbits.assistant.provider.CompletableStreamHandle;
+import com.kingsrook.qbits.assistant.provider.EmbeddingRequest;
+import com.kingsrook.qbits.assistant.provider.EmbeddingResponse;
 import com.kingsrook.qbits.assistant.provider.ModelCapabilities;
 import com.kingsrook.qbits.assistant.provider.ModelEventListener;
 import com.kingsrook.qbits.assistant.provider.ModelPart;
@@ -82,6 +84,84 @@ public class OpenAiCompatibleModelProvider implements AssistantModelProvider
 
 
 
+   /*******************************************************************************
+    ** One bounded batch, with the deadline covering headers and the entire body.
+    ** Restore input order from the response indexes; reject malformed vectors.
+    *******************************************************************************/
+   @Override
+   public EmbeddingResponse embed(EmbeddingRequest request) throws ModelProviderException
+   {
+      ObjectNode body = OpenAiHttp.JSON.createObjectNode();
+      body.put("model", request.model());
+      body.set("input", OpenAiHttp.JSON.valueToTree(request.input()));
+      var pending = http.client.sendAsync(http.request(request.model(), http.settings.getRequestTimeoutSeconds(), "embeddings")
+         .POST(java.net.http.HttpRequest.BodyPublishers.ofString(body.toString())).build(), HttpResponse.BodyHandlers.ofString());
+      try
+      {
+         HttpResponse<String> response = pending.get(http.settings.getRequestTimeoutSeconds(), TimeUnit.SECONDS);
+         if(response.statusCode() != 200)
+         {
+            throw (http.error(response.statusCode(), response.body(), OpenAiHttp.requestId(response), false));
+         }
+         JsonNode json = OpenAiHttp.JSON.readTree(response.body());
+         if(json.has("error"))
+         {
+            throw (http.error(500, response.body(), OpenAiHttp.requestId(response), false));
+         }
+         float[][] vectors = new float[request.input().size()][];
+         Integer dimensions = null;
+         for(JsonNode item : json.path("data"))
+         {
+            Integer index = item.path("index").asInt(-1);
+            JsonNode values = item.path("embedding");
+            if(index < 0 || index >= vectors.length || vectors[index] != null || !values.isArray() || values.isEmpty()
+               || (dimensions != null && dimensions != values.size()))
+            {
+               throw (new IOException("Invalid embedding response."));
+            }
+            dimensions = values.size();
+            float[] vector = new float[dimensions];
+            for(Integer i = 0; i < vector.length; i++)
+            {
+               if(!values.get(i).isNumber())
+               {
+                  throw (new IOException("Invalid embedding coordinate."));
+               }
+               vector[i] = (float) values.get(i).asDouble();
+               if(!Float.isFinite(vector[i]))
+               {
+                  throw (new IOException("Non-finite embedding coordinate."));
+               }
+            }
+            vectors[index] = vector;
+         }
+         if(java.util.Arrays.stream(vectors).anyMatch(java.util.Objects::isNull))
+         {
+            throw (new IOException("Missing embedding."));
+         }
+         return (new EmbeddingResponse(List.of(vectors), new ModelUsage().withInputTokens(json.path("usage").path("prompt_tokens").asLong()), OpenAiHttp.requestId(response)));
+      }
+      catch(java.util.concurrent.TimeoutException e)
+      {
+         throw (new ModelProviderException(ModelProviderException.Kind.TIMEOUT, null, "The provider did not answer in time."));
+      }
+      catch(InterruptedException e)
+      {
+         Thread.currentThread().interrupt();
+         throw (new ModelProviderException(ModelProviderException.Kind.NETWORK, null, "The embedding request was interrupted."));
+      }
+      catch(java.util.concurrent.ExecutionException | IOException e)
+      {
+         throw (OpenAiHttp.transportError(e));
+      }
+      finally
+      {
+         pending.cancel(true);
+      }
+   }
+
+
+
    /*******************************************************************************
     ** Conservative defaults; registry rows can override model-specific facts.
     *******************************************************************************/

qbit-assistant-provider-openai/src/main/java/com/kingsrook/qbits/assistant/provider/openai/OpenAiHttp.java

@@ -84,13 +84,23 @@ final class OpenAiHttp
     ** Azure uses deployment paths and a version query parameter.
     *******************************************************************************/
    HttpRequest.Builder request(String model, Integer seconds) throws ModelProviderException
+   {
+      return (request(model, seconds, "chat/completions"));
+   }
+
+
+
+   /*******************************************************************************
+    ** Chat and embeddings share authentication, TLS, deadlines and Azure paths.
+    *******************************************************************************/
+   HttpRequest.Builder request(String model, Integer seconds, String operation) throws ModelProviderException
    {
       try
       {
-         String path = model == null ? "/models" : "/chat/completions";
+         String path = model == null ? "/models" : "/" + operation;
          if("AZURE_OPENAI".equals(settings.getKind()))
          {
-            path = model == null ? "/openai/models" : "/openai/deployments/" + encode(model) + "/chat/completions";
+            path = model == null ? "/openai/models" : "/openai/deployments/" + encode(model) + "/" + operation;
             path += "?api-version=" + encode(settings.getApiVersion() == null || settings.getApiVersion().isBlank() ? "2024-10-21" : settings.getApiVersion());
          }
          HttpRequest.Builder builder = HttpRequest.newBuilder(URI.create(base + path)).timeout(Duration.ofSeconds(seconds)).header("Content-Type", "application/json");

qbit-assistant-provider-openai/src/test/java/com/kingsrook/qbits/assistant/provider/openai/OpenAiEmbeddingTest.java

@@ -0,0 +1,133 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.provider.openai;
+
+
+import java.util.List;
+import com.kingsrook.qbits.assistant.provider.EmbeddingRequest;
+import com.kingsrook.qbits.assistant.provider.ModelProviderException;
+import com.kingsrook.qbits.assistant.provider.ProviderSettings;
+import org.junit.jupiter.api.Test;
+import static org.assertj.core.api.Assertions.assertThat;
+import static org.assertj.core.api.Assertions.assertThatThrownBy;
+
+
+/*******************************************************************************
+ ** Embedding wire contracts through the same local HTTP harness as chat.
+ *******************************************************************************/
+class OpenAiEmbeddingTest
+{
+   /*******************************************************************************
+    ** Input arrays, response indexes, usage and authentication are preserved.
+    *******************************************************************************/
+   @Test
+   void shapeOrderAndAzure() throws Exception
+   {
+      for(String kind : List.of("OPENAI", "AZURE_OPENAI", "OLLAMA"))
+      {
+         try(MockOpenAiServer server = new MockOpenAiServer())
+         {
+            server.enqueue(200, "{\"data\":[{\"index\":1,\"embedding\":[0,1]},{\"index\":0,\"embedding\":[1,0]}],\"usage\":{\"prompt_tokens\":7}}");
+            var provider = new OpenAiCompatibleModelProvider(new ProviderSettings().withKind(kind).withBaseUrl(server.url()).withApiKey("synthetic-key").withApiVersion("2024-10-21"));
+            var response = provider.embed(new EmbeddingRequest("bge-m3", List.of("first", "second")));
+            assertThat(response.vectors()).hasSize(2);
+            assertThat(response.vectors().getFirst()).containsExactly(1, 0);
+            assertThat(response.usage().getInputTokens()).isEqualTo(7L);
+            var captured = server.requests.getFirst();
+            assertThat(captured.path()).isEqualTo(kind.equals("AZURE_OPENAI") ? "/v1/openai/deployments/bge-m3/embeddings?api-version=2024-10-21" : "/v1/embeddings");
+            var body = OpenAiHttp.JSON.readTree(captured.body());
+            assertThat(body.path("model").asText()).isEqualTo("bge-m3");
+            assertThat(body.path("input").size()).isEqualTo(2);
+            assertThat(body.has("messages")).isFalse();
+            assertThat(body.has("stream")).isFalse();
+            assertThat(kind.equals("AZURE_OPENAI") ? captured.apiKey() : captured.authorization()).contains("synthetic-key");
+         }
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Reuse chat's safe error categories, without echoing credentials.
+    *******************************************************************************/
+   @Test
+   void errorsAndMalformedVectors() throws Exception
+   {
+      try(MockOpenAiServer server = new MockOpenAiServer())
+      {
+         var provider = new OpenAiCompatibleModelProvider(new ProviderSettings().withKind("OPENAI").withBaseUrl(server.url()).withApiKey("synthetic-key"));
+         server.enqueue(429, "{\"error\":{\"message\":\"synthetic-key rejected\"}}");
+         assertThatThrownBy(() -> provider.embed(new EmbeddingRequest("embed", List.of("text"))))
+            .isInstanceOfSatisfying(ModelProviderException.class, e ->
+            {
+               assertThat(e.getKind()).isEqualTo(ModelProviderException.Kind.RATE_LIMITED);
+               assertThat(e.getMessage()).doesNotContain("synthetic-key");
+            });
+         for(String body : List.of("{}", "{\"data\":[{\"index\":0,\"embedding\":[\"not numeric\"]}]}",
+            "{\"data\":[{\"index\":2,\"embedding\":[1]}]}", "{\"data\":[{\"index\":0,\"embedding\":[1]},{\"index\":0,\"embedding\":[1]}]}"))
+         {
+            server.enqueue(200, body);
+            assertThatThrownBy(() -> provider.embed(new EmbeddingRequest("embed", List.of("text")))).isInstanceOf(ModelProviderException.class);
+         }
+         assertThatThrownBy(() -> new EmbeddingRequest("embed", java.util.Collections.nCopies(65, "text"))).isInstanceOf(IllegalArgumentException.class);
+         assertThatThrownBy(() -> new EmbeddingRequest("embed", List.of())).isInstanceOf(IllegalArgumentException.class);
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Deadline covers a stalled response body, not only HTTP headers.
+    *******************************************************************************/
+   @Test
+   void bodyTimeout() throws Exception
+   {
+      try(MockOpenAiServer server = new MockOpenAiServer())
+      {
+         server.stall(true);
+         var provider = new OpenAiCompatibleModelProvider(new ProviderSettings().withKind("OLLAMA").withBaseUrl(server.url()).withRequestTimeoutSeconds(1));
+         assertThatThrownBy(() -> provider.embed(new EmbeddingRequest("embed", List.of("text"))))
+            .isInstanceOfSatisfying(ModelProviderException.class, e -> assertThat(e.getKind()).isEqualTo(ModelProviderException.Kind.TIMEOUT));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** The transport accepts a complete 64-input batch and rejects overflow
+    ** before sending. EmbeddingService owns splitting larger indexing jobs.
+    *******************************************************************************/
+   @Test
+   void maximumBatch() throws Exception
+   {
+      try(MockOpenAiServer server = new MockOpenAiServer())
+      {
+         var body = OpenAiHttp.JSON.createObjectNode();
+         var data = body.putArray("data");
+         for(Integer i = 0; i < 64; i++)
+         {
+            data.addObject().put("index", i).putArray("embedding").add(1).add(0);
+         }
+         server.enqueue(200, body.toString());
+         var provider = new OpenAiCompatibleModelProvider(new ProviderSettings().withKind("OLLAMA").withBaseUrl(server.url()));
+         assertThat(provider.embed(new EmbeddingRequest("embed", java.util.Collections.nCopies(64, "text"))).vectors()).hasSize(64);
+         assertThat(OpenAiHttp.JSON.readTree(server.requests.getFirst().body()).path("input").size()).isEqualTo(64);
+         assertThatThrownBy(() -> provider.embed(new EmbeddingRequest("embed", java.util.Collections.nCopies(65, "text")))).isInstanceOf(IllegalArgumentException.class);
+         assertThat(server.requests).hasSize(1);
+      }
+   }
+}

qbit-assistant-provider-openai/src/test/java/com/kingsrook/qbits/assistant/provider/openai/demo/OpenAiDemoServer.java

@@ -21,8 +21,13 @@ import java.io.IOException;
 import java.math.BigDecimal;
 import java.net.InetSocketAddress;
 import java.nio.charset.StandardCharsets;
+import java.util.ArrayList;
+import java.util.LinkedHashMap;
+import java.util.List;
 import java.util.Map;
 import java.util.Set;
+import com.fasterxml.jackson.databind.JsonNode;
+import com.fasterxml.jackson.databind.ObjectMapper;
 import com.kingsrook.qbits.assistant.AssistantQBitConfig;
 import com.kingsrook.qbits.assistant.metadata.AssistantMetaDataBuilder;
 import com.kingsrook.qbits.assistant.model.AssistantModel;
@@ -35,6 +40,9 @@ import com.kingsrook.qbits.assistant.provider.AssistantProviderType;
 import com.kingsrook.qbits.assistant.provider.fake.ScriptedModelProvider;
 import com.kingsrook.qbits.assistant.provider.openai.OpenAiCompatibleProviderType;
 import com.kingsrook.qbits.assistant.testing.AssistantTestFixture;
+import com.kingsrook.qbits.assistant.testing.EvalSupport;
+import com.kingsrook.qbits.assistant.testing.GoldenTasks;
+import com.kingsrook.qbits.assistant.testing.PresentationGoldenTask;
 import com.kingsrook.qbits.assistant.testing.TurnRunner;
 import com.kingsrook.qqq.backend.core.actions.processes.QProcessCallbackFactory;
 import com.kingsrook.qqq.backend.core.actions.processes.RunProcessAction;
@@ -61,6 +69,8 @@ public class OpenAiDemoServer extends AbstractQQQApplication
 {
    private static final String ADMIN = "admin-demo";
    private static final String MODEL = "qwen3:30b-a3b";
+   private static final String IMAGE_QUESTION = "How many images do I have by type?";
+   private static final ObjectMapper JSON = new ObjectMapper();
    private static QInstance instance;
 
 
@@ -160,6 +170,8 @@ public class OpenAiDemoServer extends AbstractQQQApplication
       {
          throw (new QException("Demo assistant turn failed: " + outcome.errorCode()));
       }
+      TurnRunner.Outcome presentation = new TurnRunner(instance, config).run(ADMIN, IMAGE_QUESTION);
+      PresentationGoldenTask.check(presentation);
       instance.withInstanceDefaultAuthentication(new QAuthenticationMetaData().withName("mock").withType(QAuthenticationType.MOCK)
          .withCustomizer(new QCodeReference(DemoSessionCustomizer.class)));
       instance.setHomeAppName(AssistantMetaDataBuilder.APP_NAME);
@@ -167,6 +179,7 @@ public class OpenAiDemoServer extends AbstractQQQApplication
       System.out.println("Assistant home: http://localhost:" + port + "/app/" + AssistantMetaDataBuilder.APP_NAME);
       System.out.println("Local provider: http://localhost:" + port + "/app/assistant_provider/" + providerId);
       System.out.println("Local model: http://localhost:" + port + "/app/assistant_model/" + modelId);
+      System.out.println("Image presentation conversation id: " + presentation.conversationId());
    }
 
 
@@ -211,7 +224,7 @@ public class OpenAiDemoServer extends AbstractQQQApplication
    {
       try(exchange)
       {
-         exchange.getRequestBody().readAllBytes();
+         byte[] request = exchange.getRequestBody().readAllBytes();
          String path = exchange.getRequestURI().getPath();
          String body;
          if("GET".equals(exchange.getRequestMethod()) && "/v1/models".equals(path))
@@ -227,16 +240,7 @@ public class OpenAiDemoServer extends AbstractQQQApplication
          else if("POST".equals(exchange.getRequestMethod()) && "/v1/chat/completions".equals(path))
          {
             exchange.getResponseHeaders().set("Content-Type", "text/event-stream");
-            body = """
-               data: {"id":"demo-completion","object":"chat.completion.chunk","choices":[{"index":0,"delta":{"role":"assistant","content":"Hello from the local demo provider."}}]}
-
-               data: {"choices":[{"index":0,"delta":{},"finish_reason":"stop"}]}
-
-               data: {"choices":[],"usage":{"prompt_tokens":24,"completion_tokens":8,"total_tokens":32}}
-
-               data: [DONE]
-
-               """;
+            body = completion(JSON.readTree(request));
          }
          else
          {
@@ -248,4 +252,84 @@ public class OpenAiDemoServer extends AbstractQQQApplication
          exchange.getResponseBody().flush();
       }
    }
+
+
+
+   /*******************************************************************************
+    ** Follow the latest user turn, so connection tests and repeated chats are
+    ** independent. Counts are read from the adapter's actual tool messages.
+    *******************************************************************************/
+   private static String completion(JsonNode request) throws IOException
+   {
+      String question = "";
+      Map<String, Integer> counts = new LinkedHashMap<>();
+      boolean presented = false;
+      for(JsonNode message : request.path("messages"))
+      {
+         if("user".equals(message.path("role").asText()))
+         {
+            question = message.path("content").asText();
+            counts.clear();
+            presented = false;
+         }
+         else if("tool".equals(message.path("role").asText()) && IMAGE_QUESTION.equals(question))
+         {
+            String id = message.path("tool_call_id").asText();
+            if(id.startsWith("count-image/"))
+            {
+               counts.put(id.substring("count-".length()), ((Number) EvalSupport.unwrap(message.path("content").asText()).get("count")).intValue());
+            }
+            else if("present-images".equals(id))
+            {
+               presented = true;
+            }
+         }
+      }
+
+      Map<String, Object> delta = Map.of("role", "assistant", "content", "Hello from the local demo provider.");
+      String finish = "stop";
+      if(IMAGE_QUESTION.equals(question) && !presented)
+      {
+         List<Map<String, Object>> calls = new ArrayList<>();
+         if(counts.isEmpty())
+         {
+            for(String mime : List.of("image/jpeg", "image/png", "image/webp", "image/gif", "image/svg+xml"))
+            {
+               calls.add(toolCall(calls.size(), "count-" + mime, "count_records", Map.of("table", "media", "filter",
+                  GoldenTasks.filter("AND", GoldenTasks.criterion("mimeType", "EQUALS", mime)))));
+            }
+         }
+         else
+         {
+            if(counts.size() != 5 || counts.get("image/webp") != 0 || counts.get("image/gif") != 0 || counts.get("image/svg+xml") != 0)
+            {
+               throw (new IOException("Unexpected demo image counts."));
+            }
+            Map<String, Object> input = PresentationGoldenTask.input(counts.get("image/jpeg"), counts.get("image/png"));
+            input.put("actions", List.of(Map.of("label", "Show the PNG files", "prompt", "Show the PNG files")));
+            calls.add(toolCall(0, "present-images", "present_results", input));
+         }
+         delta = Map.of("role", "assistant", "tool_calls", calls);
+         finish = "tool_calls";
+      }
+      else if(presented)
+      {
+         delta = Map.of("role", "assistant", "content", "You can open either image type above.");
+      }
+      return ("data: " + JSON.writeValueAsString(Map.of("id", "demo-completion", "object", "chat.completion.chunk",
+         "choices", List.of(Map.of("index", 0, "delta", delta)))) + "\n\n"
+         + "data: " + JSON.writeValueAsString(Map.of("choices", List.of(Map.of("index", 0, "delta", Map.of(), "finish_reason", finish)))) + "\n\n"
+         + "data: {\"choices\":[],\"usage\":{\"prompt_tokens\":24,\"completion_tokens\":8,\"total_tokens\":32}}\n\n"
+         + "data: [DONE]\n\n");
+   }
+
+
+
+   /*******************************************************************************
+    ** Encode tool arguments as a JSON string, as OpenAI streaming requires.
+    *******************************************************************************/
+   private static Map<String, Object> toolCall(Integer index, String id, String name, Map<String, Object> arguments) throws IOException
+   {
+      return (Map.of("index", index, "id", id, "type", "function", "function", Map.of("name", name, "arguments", JSON.writeValueAsString(arguments))));
+   }
 }

qbit-assistant-provider-openai/src/test/java/com/kingsrook/qbits/assistant/provider/openai/demo/README.md

@@ -29,6 +29,11 @@ Startup prints these URLs (with the selected port):
 - Local provider: `http://localhost:8099/app/assistant_provider/1`
 - Priced and tested model: `http://localhost:8099/app/assistant_model/1`
 
+Startup also prints `Image presentation conversation id: <id>`. Open that
+conversation in the assistant panel history as `admin-demo` to capture the
+answer to "How many images do I have by type?". The id is assigned on each run;
+the conversation and its presentation are memory-backed and reset on restart.
+
 Every browser session is `admin-demo`. Startup inserts an enabled, default,
 keyless Local GPU (Ollama) provider, marked LOCAL and HIPAA eligible for the
 synthetic demo, and a disabled CLOUD OpenRouter provider whose key is Not set.
@@ -40,8 +45,14 @@ mock: `qwen3:30b-a3b`, `gpt-oss:20b`, `qwen3-coder:30b`, and `bge-m3`.
 A normal update sets qwen3's input/output compute prices to $0.05/$0.10 per
 million tokens. The provider and model Test connection processes then each
 make a real HTTP completion call, recording two TEST usage rows and the
-last-test fields. One assistant turn records a third usage row with purpose
-TURN. Discovery timestamps/status also come from the actual process.
+last-test fields. The greeting turn records a third usage row with purpose
+TURN. An image breakdown turn then makes three more model calls through the
+real OpenAI adapter and engine: five MIME-filtered `count_records` calls,
+`present_results` using the returned counts, and a short closing message.
+The fixture seeds 81 JPEG and 20 PNG rows (no WebP, GIF or SVG). The presentation
+includes a table with computed shares, filtered row links, a pie chart, JPEG
+and PNG filter links, and a "Show the PNG files" prompt action.
+Discovery timestamps/status also come from the actual process.
 
 Replies and token counts are synthetic mock API responses (24 input / 8 output
 tokens per completion), not live GPU measurements or billed cloud usage.

qbit-assistant-provider-vertex/pom.xml

@@ -45,9 +45,14 @@
          <artifactId>qbit-assistant-provider-openai</artifactId>
       </dependency>
 
+      <dependency>
+         <groupId>com.kingsrook.qbits</groupId>
+         <artifactId>qbit-assistant-provider-api</artifactId>
+      </dependency>
       <dependency>
          <groupId>com.kingsrook.qbits</groupId>
          <artifactId>qbit-assistant</artifactId>
+         <scope>test</scope>
       </dependency>
       <dependency>
          <groupId>com.kingsrook.qqq</groupId>

qbit-assistant-provider-vertex/src/main/java/com/kingsrook/qbits/assistant/provider/vertex/VertexProviderType.java

@@ -19,7 +19,6 @@ package com.kingsrook.qbits.assistant.provider.vertex;
 
 import java.util.ArrayList;
 import java.util.List;
-import com.kingsrook.qbits.assistant.model.AssistantProvider;
 import com.kingsrook.qbits.assistant.provider.AssistantModelProvider;
 import com.kingsrook.qbits.assistant.provider.AssistantProviderType;
 import com.kingsrook.qbits.assistant.provider.DiscoveredModel;
@@ -104,18 +103,18 @@ public class VertexProviderType implements AssistantProviderType
     ** Validate cloud settings without loading credentials.
     *******************************************************************************/
    @Override
-   public List<String> validate(AssistantProvider row)
+   public List<String> validate(ProviderSettings settings)
    {
       List<String> errors = new ArrayList<>();
-      if(row.getRegion() == null || row.getRegion().isBlank())
+      if(settings.getRegion() == null || settings.getRegion().isBlank())
       {
          errors.add("Region is required for VERTEX.");
       }
-      if(row.getApiKeyEnvName() != null && !row.getApiKeyEnvName().isBlank())
+      if(settings.getApiKeyEnvName() != null && !settings.getApiKeyEnvName().isBlank())
       {
          errors.add("Leave API key variable empty: Google Vertex AI (Claude, Gemini) uses Google Application Default Credentials (GOOGLE_APPLICATION_CREDENTIALS or workload identity).");
       }
-      if(row.getCloudProject() == null || row.getCloudProject().isBlank())
+      if(settings.getCloudProject() == null || settings.getCloudProject().isBlank())
       {
          errors.add("GCP project id (cloudProject) is required for VERTEX.");
       }

qbit-assistant-rag-pgvector/pom.xml

@@ -0,0 +1,130 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+  ~ Copyright 2026 Kingsrook, LLC
+  ~
+  ~ Licensed under the Apache License, Version 2.0 (the "License");
+  ~ you may not use this file except in compliance with the License.
+  ~ You may obtain a copy of the License at
+  ~
+  ~     http://www.apache.org/licenses/LICENSE-2.0
+  ~
+  ~ Unless required by applicable law or agreed to in writing, software
+  ~ distributed under the License is distributed on an "AS IS" BASIS,
+  ~ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+  ~ See the License for the specific language governing permissions and
+  ~ limitations under the License.
+  -->
+
+<project xmlns="http://maven.apache.org/POM/4.0.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
+   <modelVersion>4.0.0</modelVersion>
+
+   <parent>
+      <groupId>com.kingsrook.qbits</groupId>
+      <artifactId>qbit-assistant-parent</artifactId>
+      <version>${revision}</version>
+   </parent>
+
+   <artifactId>qbit-assistant-rag-pgvector</artifactId>
+   <packaging>jar</packaging>
+
+   <name>QBit Assistant - pgvector</name>
+   <description>Content-free per-instance vector storage through JDBC</description>
+   <url>https://github.com/QRun-IO/qbit-assistant</url>
+
+   <dependencies>
+      <dependency>
+         <groupId>com.kingsrook.qbits</groupId>
+         <artifactId>qbit-assistant</artifactId>
+      </dependency>
+      <dependency>
+         <groupId>com.kingsrook.qqq</groupId>
+         <artifactId>qqq-backend-core</artifactId>
+      </dependency>
+      <dependency>
+         <groupId>org.testcontainers</groupId>
+         <artifactId>junit-jupiter</artifactId>
+         <version>1.21.4</version>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>org.testcontainers</groupId>
+         <artifactId>postgresql</artifactId>
+         <version>1.21.4</version>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>org.postgresql</groupId>
+         <artifactId>postgresql</artifactId>
+         <version>42.7.14</version>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>org.junit.jupiter</groupId>
+         <artifactId>junit-jupiter</artifactId>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>org.assertj</groupId>
+         <artifactId>assertj-core</artifactId>
+         <scope>test</scope>
+      </dependency>
+   </dependencies>
+
+   <build>
+      <plugins>
+         <plugin>
+            <groupId>org.apache.maven.plugins</groupId>
+            <artifactId>maven-surefire-plugin</artifactId>
+            <configuration>
+               <!-- live evals call the real API: opt-in only -->
+               <excludedGroups>${test.excludedGroups}</excludedGroups>
+               <redirectTestOutputToFile>true</redirectTestOutputToFile>
+            </configuration>
+         </plugin>
+         <plugin>
+            <groupId>org.jacoco</groupId>
+            <artifactId>jacoco-maven-plugin</artifactId>
+            <executions>
+               <execution>
+                  <id>prepare-agent</id>
+                  <goals>
+                     <goal>prepare-agent</goal>
+                  </goals>
+               </execution>
+               <execution>
+                  <id>report</id>
+                  <phase>verify</phase>
+                  <goals>
+                     <goal>report</goal>
+                  </goals>
+               </execution>
+               <execution>
+                  <id>check</id>
+                  <goals>
+                     <goal>check</goal>
+                  </goals>
+                  <configuration>
+                     <rules>
+                        <rule>
+                           <element>BUNDLE</element>
+                           <limits>
+                              <limit>
+                                 <counter>INSTRUCTION</counter>
+                                 <value>COVEREDRATIO</value>
+                                 <minimum>0.70</minimum>
+                              </limit>
+                              <limit>
+                                 <counter>CLASS</counter>
+                                 <value>COVEREDRATIO</value>
+                                 <minimum>0.90</minimum>
+                              </limit>
+                           </limits>
+                        </rule>
+                     </rules>
+                  </configuration>
+               </execution>
+            </executions>
+         </plugin>
+      </plugins>
+   </build>
+</project>

qbit-assistant-rag-pgvector/src/main/java/com/kingsrook/qbits/assistant/rag/pgvector/PgVectorStore.java

@@ -0,0 +1,452 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.rag.pgvector;
+
+
+import java.sql.Connection;
+import java.sql.PreparedStatement;
+import java.sql.ResultSet;
+import java.sql.SQLException;
+import java.util.ArrayList;
+import java.util.Collections;
+import java.util.List;
+import java.util.Set;
+import java.util.StringJoiner;
+import javax.sql.DataSource;
+import com.kingsrook.qbits.assistant.rag.ChunkVector;
+import com.kingsrook.qbits.assistant.rag.VectorStore;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+
+
+/*******************************************************************************
+ ** Host-supplied JDBC only, without QQQ RDBMS internals. No text is ever stored.
+ *******************************************************************************/
+public class PgVectorStore implements VectorStore
+{
+   private final ConnectionSupplier connections;
+   private final Integer dimensions;
+   private String schema = "assistant_rag";
+
+
+
+   /*******************************************************************************
+    ** The host owns credentials and connection pooling; each call closes its lease.
+    *******************************************************************************/
+   @FunctionalInterface
+   public interface ConnectionSupplier
+   {
+      /*******************************************************************************
+       ** Return a connection owned by this caller until it closes it.
+       *******************************************************************************/
+      Connection open() throws SQLException;
+   }
+
+
+
+   /*******************************************************************************
+    ** Use any host DataSource and a fixed vector dimension for this instance.
+    *******************************************************************************/
+   public PgVectorStore(DataSource dataSource, Integer dimensions)
+   {
+      this(dataSource::getConnection, dimensions);
+   }
+
+
+
+   /*******************************************************************************
+    ** HNSW vector cosine indexes support up to 2000 dimensions.
+    *******************************************************************************/
+   public PgVectorStore(ConnectionSupplier connections, Integer dimensions)
+   {
+      if(connections == null || dimensions == null || dimensions < 1 || dimensions > 2000)
+      {
+         throw (new IllegalArgumentException("A connection supplier and 1 to 2000 dimensions are required."));
+      }
+      this.connections = connections;
+      this.dimensions = dimensions;
+   }
+
+
+
+   /*******************************************************************************
+    ** Configure before use. Identifiers cannot be parameters, so validate strictly.
+    *******************************************************************************/
+   public PgVectorStore withSchema(String schema)
+   {
+      if(schema == null || !schema.matches("[a-z_][a-z0-9_]{0,62}"))
+      {
+         throw (new IllegalArgumentException("The vector schema must be a lower-case SQL identifier of at most 63 characters."));
+      }
+      this.schema = schema;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** The DBA normally installs vector. An existing extension needs no elevated
+    ** privileges; if absent, attempt installation and report an actionable error.
+    *******************************************************************************/
+   public void ensureSchema() throws QException
+   {
+      try(Connection connection = connections.open())
+      {
+         try(PreparedStatement check = connection.prepareStatement("SELECT 1 FROM pg_extension WHERE extname = ?"))
+         {
+            check.setString(1, "vector");
+            try(ResultSet rows = check.executeQuery())
+            {
+               if(!rows.next())
+               {
+                  try(PreparedStatement extension = connection.prepareStatement("CREATE EXTENSION IF NOT EXISTS vector"))
+                  {
+                     extension.execute();
+                  }
+                  catch(SQLException e)
+                  {
+                     throw (new QException("Ask the DBA to run CREATE EXTENSION IF NOT EXISTS vector in this database, then retry.", e));
+                  }
+               }
+            }
+         }
+         for(String sql : List.of("CREATE SCHEMA IF NOT EXISTS " + schema,
+            "CREATE TABLE IF NOT EXISTS " + table() + " (id BIGSERIAL PRIMARY KEY, source_id INT NOT NULL, table_name TEXT NOT NULL, record_pk TEXT NOT NULL, field_name TEXT NOT NULL, chunk_index INT NOT NULL, content_hash CHAR(64) NOT NULL, embedding vector(" + dimensions + ") NOT NULL, indexed_at TIMESTAMPTZ NOT NULL DEFAULT CURRENT_TIMESTAMP, UNIQUE(source_id, table_name, record_pk, field_name, chunk_index))",
+            "CREATE INDEX IF NOT EXISTS assistant_rag_chunk_cosine ON " + table() + " USING hnsw (embedding vector_cosine_ops)"))
+         {
+            try(PreparedStatement statement = connection.prepareStatement(sql))
+            {
+               statement.execute();
+            }
+         }
+      }
+      catch(SQLException e)
+      {
+         throw (failure(e));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Validate the entire batch before sending anything to JDBC.
+    *******************************************************************************/
+   @Override
+   public void upsert(List<ChunkVector> chunks) throws QException
+   {
+      chunks.forEach(chunk -> vector(chunk.embedding()));
+      try(Connection connection = connections.open())
+      {
+         upsert(connection, chunks);
+      }
+      catch(SQLException e)
+      {
+         throw (failure(e));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Values, including vectors and arbitrary record keys, are bound parameters.
+    *******************************************************************************/
+   private void upsert(Connection connection, List<ChunkVector> chunks) throws SQLException
+   {
+      String sql = "INSERT INTO " + table() + " (source_id, table_name, record_pk, field_name, chunk_index, content_hash, embedding) VALUES (?, ?, ?, ?, ?, ?, ?::vector) ON CONFLICT (source_id, table_name, record_pk, field_name, chunk_index) DO UPDATE SET content_hash = EXCLUDED.content_hash, embedding = EXCLUDED.embedding, indexed_at = CURRENT_TIMESTAMP";
+      try(PreparedStatement statement = connection.prepareStatement(sql))
+      {
+         for(ChunkVector chunk : chunks)
+         {
+            statement.setInt(1, chunk.source());
+            statement.setString(2, chunk.table());
+            statement.setString(3, chunk.pk());
+            statement.setString(4, chunk.field());
+            statement.setInt(5, chunk.chunkIndex());
+            statement.setString(6, chunk.contentHash());
+            statement.setString(7, vector(chunk.embedding()));
+            statement.addBatch();
+         }
+         statement.executeBatch();
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** A record replacement is transactional, including empty replacements.
+    *******************************************************************************/
+   @Override
+   public void replaceRecord(Integer source, String table, String pk, List<ChunkVector> chunks) throws QException
+   {
+      for(ChunkVector chunk : chunks)
+      {
+         vector(chunk.embedding());
+         if(!source.equals(chunk.source()) || !table.equals(chunk.table()) || !pk.equals(chunk.pk()))
+         {
+            throw (new IllegalArgumentException("Replacement chunks must belong to the specified record."));
+         }
+      }
+      try(Connection connection = connections.open())
+      {
+         Boolean autoCommit = connection.getAutoCommit();
+         connection.setAutoCommit(false);
+         try
+         {
+            deleteRecord(connection, source, table, pk);
+            upsert(connection, chunks);
+            connection.commit();
+         }
+         catch(SQLException e)
+         {
+            connection.rollback();
+            throw (e);
+         }
+         finally
+         {
+            connection.setAutoCommit(autoCommit);
+         }
+      }
+      catch(SQLException e)
+      {
+         throw (failure(e));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Remove one record, always scoped to its source.
+    *******************************************************************************/
+   @Override
+   public void deleteRecord(Integer source, String table, String pk) throws QException
+   {
+      try(Connection connection = connections.open())
+      {
+         deleteRecord(connection, source, table, pk);
+      }
+      catch(SQLException e)
+      {
+         throw (failure(e));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Shared transactional delete statement.
+    *******************************************************************************/
+   private void deleteRecord(Connection connection, Integer source, String table, String pk) throws SQLException
+   {
+      try(PreparedStatement statement = connection.prepareStatement("DELETE FROM " + table() + " WHERE source_id = ? AND table_name = ? AND record_pk = ?"))
+      {
+         statement.setInt(1, source);
+         statement.setString(2, table);
+         statement.setString(3, pk);
+         statement.executeUpdate();
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Clear a source, preserving every other source in the instance.
+    *******************************************************************************/
+   @Override
+   public void deleteSource(Integer source) throws QException
+   {
+      try(Connection connection = connections.open(); PreparedStatement statement = connection.prepareStatement("DELETE FROM " + table() + " WHERE source_id = ?"))
+      {
+         statement.setInt(1, source);
+         statement.executeUpdate();
+      }
+      catch(SQLException e)
+      {
+         throw (failure(e));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** HNSW cosine ordering; tables are values, never interpolated SQL identifiers.
+    *******************************************************************************/
+   @Override
+   public List<Hit> search(float[] query, Integer k, Set<String> tables) throws QException
+   {
+      return (search(query, k, tables, Set.of()));
+   }
+
+
+
+   /*******************************************************************************
+    ** Apply enabled compatible source restrictions before the nearest-hit limit.
+    *******************************************************************************/
+   @Override
+   public List<Hit> search(float[] query, Integer k, Set<String> tables, Set<Integer> sources) throws QException
+   {
+      if(tables.isEmpty() || k <= 0)
+      {
+         return (List.of());
+      }
+      String vector = vector(query);
+      String sql = "SELECT source_id, table_name, record_pk, field_name, chunk_index, 1 - (embedding <=> ?::vector) AS score FROM " + table()
+         + " WHERE table_name IN (" + String.join(", ", Collections.nCopies(tables.size(), "?")) + ")"
+         + (sources.isEmpty() ? "" : " AND source_id IN (" + String.join(", ", Collections.nCopies(sources.size(), "?")) + ")")
+         + " ORDER BY embedding <=> ?::vector LIMIT ?";
+      try(Connection connection = connections.open(); PreparedStatement statement = connection.prepareStatement(sql))
+      {
+         Integer parameter = 1;
+         statement.setString(parameter++, vector);
+         for(String table : tables)
+         {
+            statement.setString(parameter++, table);
+         }
+         for(Integer source : sources)
+         {
+            statement.setInt(parameter++, source);
+         }
+         statement.setString(parameter++, vector);
+         statement.setInt(parameter, k);
+         List<Hit> hits = new ArrayList<>();
+         try(ResultSet rows = statement.executeQuery())
+         {
+            while(rows.next())
+            {
+               Double score = rows.getDouble("score");
+               if(Double.isFinite(score))
+               {
+                  hits.add(new Hit(rows.getInt("source_id"), rows.getString("table_name"), rows.getString("record_pk"), rows.getString("field_name"), rows.getInt("chunk_index"), score));
+               }
+            }
+         }
+         return (hits);
+      }
+      catch(SQLException e)
+      {
+         throw (failure(e));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Count chunks for the source's status screen.
+    *******************************************************************************/
+   @Override
+   public Long count(Integer source) throws QException
+   {
+      try(Connection connection = connections.open(); PreparedStatement statement = connection.prepareStatement("SELECT COUNT(*) FROM " + table() + " WHERE source_id = ?"))
+      {
+         statement.setInt(1, source);
+         try(ResultSet rows = statement.executeQuery())
+         {
+            rows.next();
+            return (rows.getLong(1));
+         }
+      }
+      catch(SQLException e)
+      {
+         throw (failure(e));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Content-free reconciliation data. Embedding text is pgvector's numeric form.
+    *******************************************************************************/
+   @Override
+   public List<ChunkVector> chunks(Integer source) throws QException
+   {
+      try(Connection connection = connections.open(); PreparedStatement statement = connection.prepareStatement("SELECT table_name, record_pk, field_name, chunk_index, content_hash, embedding::text FROM " + table() + " WHERE source_id = ?"))
+      {
+         statement.setInt(1, source);
+         List<ChunkVector> chunks = new ArrayList<>();
+         try(ResultSet rows = statement.executeQuery())
+         {
+            while(rows.next())
+            {
+               chunks.add(new ChunkVector(source, rows.getString("table_name"), rows.getString("record_pk"), rows.getString("field_name"), rows.getInt("chunk_index"), rows.getString("content_hash"), parse(rows.getString("embedding"))));
+            }
+         }
+         return (chunks);
+      }
+      catch(SQLException e)
+      {
+         throw (failure(e));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Qualified name uses only the validated instance schema.
+    *******************************************************************************/
+   private String table()
+   {
+      return (schema + ".assistant_rag_chunk");
+   }
+
+
+
+   /*******************************************************************************
+    ** Serialize only finite coordinates with the configured dimension.
+    *******************************************************************************/
+   private String vector(float[] vector)
+   {
+      if(vector == null || vector.length != dimensions)
+      {
+         throw (new IllegalArgumentException("Vector dimensions differ from the configured pgvector schema."));
+      }
+      StringJoiner values = new StringJoiner(",", "[", "]");
+      for(float value : vector)
+      {
+         if(!Float.isFinite(value))
+         {
+            throw (new IllegalArgumentException("Vector coordinates must be finite."));
+         }
+         values.add(Float.toString(value));
+      }
+      return (values.toString());
+   }
+
+
+
+   /*******************************************************************************
+    ** Parse the database's numeric representation without any source content.
+    *******************************************************************************/
+   private float[] parse(String text)
+   {
+      String[] parts = text.substring(1, text.length() - 1).split(",");
+      float[] vector = new float[parts.length];
+      for(Integer i = 0; i < parts.length; i++)
+      {
+         vector[i] = Float.parseFloat(parts[i]);
+      }
+      vector(vector);
+      return (vector);
+   }
+
+
+
+   /*******************************************************************************
+    ** Do not expose database URLs, SQL values or credentials in tool responses.
+    *******************************************************************************/
+   private static QException failure(SQLException cause)
+   {
+      return (new QException("The knowledge vector store is unavailable. Check its schema, dimensions and database permissions.", cause));
+   }
+}

qbit-assistant-rag-pgvector/src/test/java/com/kingsrook/qbits/assistant/rag/pgvector/PgVectorContainerTest.java

@@ -0,0 +1,76 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.rag.pgvector;
+
+
+import java.sql.DriverManager;
+import java.util.List;
+import java.util.Set;
+import com.kingsrook.qbits.assistant.rag.ChunkVector;
+import com.kingsrook.qbits.assistant.rag.TextChunks;
+import org.junit.jupiter.api.Test;
+import org.testcontainers.containers.PostgreSQLContainer;
+import org.testcontainers.junit.jupiter.Container;
+import org.testcontainers.junit.jupiter.Testcontainers;
+import org.testcontainers.utility.DockerImageName;
+import static org.assertj.core.api.Assertions.assertThat;
+
+
+/*******************************************************************************
+ ** Real pgvector contract; skipped automatically on hosts without Docker.
+ *******************************************************************************/
+@Testcontainers(disabledWithoutDocker = true)
+class PgVectorContainerTest
+{
+   @Container
+   static final PostgreSQLContainer<?> POSTGRES = new PostgreSQLContainer<>(DockerImageName.parse("pgvector/pgvector:pg16").asCompatibleSubstituteFor("postgres"));
+
+
+
+   /*******************************************************************************
+    ** DDL idempotence, cosine ranking, upsert, deletes and instance isolation.
+    *******************************************************************************/
+   @Test
+   void realVectorLifecycle() throws Exception
+   {
+      PgVectorStore.ConnectionSupplier connections = () -> DriverManager.getConnection(POSTGRES.getJdbcUrl(), POSTGRES.getUsername(), POSTGRES.getPassword());
+      PgVectorStore store = new PgVectorStore(connections, 3).withSchema("instance_one");
+      PgVectorStore other = new PgVectorStore(connections, 3).withSchema("instance_two");
+      store.ensureSchema();
+      store.ensureSchema();
+      other.ensureSchema();
+      ChunkVector first = new ChunkVector(1, "article", "1", "body", 0, TextChunks.hash("one"), new float[] { 1, 0, 0 });
+      ChunkVector second = new ChunkVector(1, "article", "2", "body", 0, TextChunks.hash("two"), new float[] { 0, 1, 0 });
+      store.upsert(List.of(first, second));
+      store.upsert(List.of(first));
+      assertThat(store.count(1)).isEqualTo(2);
+      assertThat(other.count(1)).isZero();
+      assertThat(store.search(new float[] { 1, 0, 0 }, 1, Set.of("article"))).singleElement().satisfies(hit ->
+      {
+         assertThat(hit.pk()).isEqualTo("1");
+         assertThat(hit.score()).isEqualTo(1.0);
+      });
+      assertThat(store.chunks(1)).hasSize(2);
+      store.replaceRecord(1, "article", "1", List.of());
+      assertThat(store.count(1)).isEqualTo(1);
+      store.deleteRecord(1, "article", "2");
+      assertThat(store.count(1)).isZero();
+      store.upsert(List.of(first));
+      store.deleteSource(1);
+      assertThat(store.count(1)).isZero();
+   }
+}

qbit-assistant-rag-pgvector/src/test/java/com/kingsrook/qbits/assistant/rag/pgvector/PgVectorStoreTest.java

@@ -0,0 +1,228 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.rag.pgvector;
+
+
+import java.lang.reflect.Proxy;
+import java.sql.Connection;
+import java.sql.PreparedStatement;
+import java.sql.ResultSet;
+import java.sql.SQLException;
+import java.util.ArrayList;
+import java.util.HashMap;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
+import javax.sql.DataSource;
+import com.kingsrook.qbits.assistant.rag.ChunkVector;
+import com.kingsrook.qbits.assistant.rag.TextChunks;
+import org.junit.jupiter.api.Test;
+import static org.assertj.core.api.Assertions.assertThat;
+import static org.assertj.core.api.Assertions.assertThatThrownBy;
+
+
+/*******************************************************************************
+ ** Always-on JDBC SQL-shape and transaction tests, with no Docker dependency.
+ *******************************************************************************/
+class PgVectorStoreTest
+{
+   private final List<String> sql = new ArrayList<>();
+   private final List<Map<Integer, Object>> parameters = new ArrayList<>();
+   private final List<String> operations = new ArrayList<>();
+   private Boolean extensionExists = true;
+   private Boolean failBatch = false;
+   private Boolean failExtension = false;
+
+
+
+   /*******************************************************************************
+    ** JDBC recording connection; values never appear in SQL text.
+    *******************************************************************************/
+   private Connection connection()
+   {
+      return ((Connection) Proxy.newProxyInstance(getClass().getClassLoader(), new Class<?>[] { Connection.class }, (proxy, method, args) ->
+      {
+         operations.add(method.getName());
+         if(method.getName().equals("prepareStatement"))
+         {
+            return (statement((String) args[0]));
+         }
+         return (method.getName().equals("getAutoCommit") ? true : null);
+      }));
+   }
+
+
+
+   /*******************************************************************************
+    ** Capture each binding and emulate rows or SQL failures.
+    *******************************************************************************/
+   private PreparedStatement statement(String query)
+   {
+      sql.add(query);
+      Map<Integer, Object> values = new HashMap<>();
+      parameters.add(values);
+      return ((PreparedStatement) Proxy.newProxyInstance(getClass().getClassLoader(), new Class<?>[] { PreparedStatement.class }, (proxy, method, args) ->
+      {
+         if(method.getName().startsWith("set"))
+         {
+            values.put((Integer) args[0], args[1]);
+         }
+         if(method.getName().equals("executeQuery"))
+         {
+            return (rows(query));
+         }
+         if(method.getName().equals("executeBatch"))
+         {
+            if(failBatch)
+            {
+               throw (new SQLException("synthetic batch failure"));
+            }
+            return (new int[] { 1 });
+         }
+         if(method.getName().equals("executeUpdate"))
+         {
+            return (1);
+         }
+         if(method.getName().equals("execute"))
+         {
+            if(failExtension && query.startsWith("CREATE EXTENSION"))
+            {
+               throw (new SQLException("extension privilege required"));
+            }
+            return (true);
+         }
+         return (null);
+      }));
+   }
+
+
+
+   /*******************************************************************************
+    ** One content-free result; the extension probe can return no rows.
+    *******************************************************************************/
+   private ResultSet rows(String query)
+   {
+      Boolean[] first = { true };
+      return ((ResultSet) Proxy.newProxyInstance(getClass().getClassLoader(), new Class<?>[] { ResultSet.class }, (proxy, method, args) ->
+      {
+         if(method.getName().equals("next"))
+         {
+            Boolean next = first[0] && (!query.contains("pg_extension") || extensionExists);
+            first[0] = false;
+            return (next);
+         }
+         return (switch(method.getName())
+         {
+            case "getString" -> switch(String.valueOf(args[0]))
+            {
+               case "content_hash" -> TextChunks.hash("synthetic");
+               case "embedding" -> "[1,0,0]";
+               case "record_pk" -> "pk'; --";
+               case "field_name" -> "body";
+               default -> "article";
+            };
+            case "getInt" -> "chunk_index".equals(args[0]) ? 0 : 1;
+            case "getLong" -> 1L;
+            case "getDouble" -> 1.0;
+            default -> null;
+         });
+      }));
+   }
+
+
+
+   /*******************************************************************************
+    ** Exercise every statement with values that would be unsafe to interpolate.
+    *******************************************************************************/
+   @Test
+   void statementsAreBoundAndContentFree() throws Exception
+   {
+      PgVectorStore store = new PgVectorStore(this::connection, 3).withSchema("instance_one");
+      store.ensureSchema();
+      assertThat(sql).anyMatch(s -> s.contains("embedding vector(3)"));
+      assertThat(sql).anyMatch(s -> s.contains("USING hnsw (embedding vector_cosine_ops)"));
+      assertThat(sql).noneMatch(s -> s.contains("CREATE EXTENSION"));
+      ChunkVector chunk = new ChunkVector(1, "article", "pk'; --", "body", 0, TextChunks.hash("synthetic"), new float[] { 1, 0, 0 });
+      store.upsert(List.of(chunk));
+      store.replaceRecord(1, "article", "pk'; --", List.of(chunk));
+      assertThat(store.search(new float[] { 1, 0, 0 }, 8, Set.of("article", "injection'; --"))).hasSize(1);
+      assertThat(store.search(new float[] { 1, 0, 0 }, 8, Set.of("article"), Set.of(1))).hasSize(1);
+      assertThat(store.chunks(1)).singleElement().satisfies(v -> assertThat(v.embedding()).containsExactly(1, 0, 0));
+      assertThat(store.count(1)).isEqualTo(1);
+      store.deleteRecord(1, "article", "pk'; --");
+      store.deleteSource(1);
+      assertThat(sql).anyMatch(s -> s.contains("?::vector") && s.contains("ON CONFLICT"));
+      assertThat(sql).anyMatch(s -> s.contains("ORDER BY embedding <=> ?::vector LIMIT ?"));
+      assertThat(sql).noneMatch(s -> s.contains("pk'; --") || s.contains("injection'; --") || s.contains("synthetic"));
+      assertThat(parameters).anyMatch(p -> p.containsValue("pk'; --"));
+      assertThat(parameters).anyMatch(p -> p.containsValue("injection'; --"));
+      assertThat(operations).contains("commit", "close", "setAutoCommit");
+      assertThat(store.search(new float[] { 1, 0, 0 }, 8, Set.of())).isEmpty();
+      assertThat(store.search(new float[] { 1, 0, 0 }, 0, Set.of("article"))).isEmpty();
+      DataSource dataSource = (DataSource) Proxy.newProxyInstance(getClass().getClassLoader(), new Class<?>[] { DataSource.class }, (p, method, args) -> connection());
+      assertThat(new PgVectorStore(dataSource, 3).count(1)).isEqualTo(1);
+   }
+
+
+
+   /*******************************************************************************
+    ** DBA failure is actionable; failed replacement rolls back before closing.
+    *******************************************************************************/
+   @Test
+   void extensionAndRollback() throws Exception
+   {
+      extensionExists = false;
+      PgVectorStore store = new PgVectorStore(this::connection, 3);
+      store.ensureSchema();
+      assertThat(sql).contains("CREATE EXTENSION IF NOT EXISTS vector");
+      failExtension = true;
+      assertThatThrownBy(store::ensureSchema).hasMessageContaining("DBA");
+      failBatch = true;
+      assertThatThrownBy(() -> store.replaceRecord(1, "article", "1", List.of())).hasMessageContaining("vector store");
+      assertThat(operations).contains("rollback");
+      PgVectorStore down = new PgVectorStore(() ->
+      {
+         throw (new SQLException("offline"));
+      }, 3);
+      assertThatThrownBy(down::ensureSchema).hasMessageContaining("vector store");
+      assertThatThrownBy(() -> down.count(1)).hasMessageContaining("vector store");
+      assertThatThrownBy(() -> down.chunks(1)).hasMessageContaining("vector store");
+      assertThatThrownBy(() -> down.upsert(List.of())).hasMessageContaining("vector store");
+      assertThatThrownBy(() -> down.deleteRecord(1, "a", "1")).hasMessageContaining("vector store");
+      assertThatThrownBy(() -> down.deleteSource(1)).hasMessageContaining("vector store");
+      assertThatThrownBy(() -> down.search(new float[] { 1, 0, 0 }, 8, Set.of("a"))).hasMessageContaining("vector store");
+   }
+
+
+
+   /*******************************************************************************
+    ** Identifier and coordinate validation happens before opening a connection.
+    *******************************************************************************/
+   @Test
+   void invalidInputsNeverReachJdbc()
+   {
+      PgVectorStore store = new PgVectorStore(this::connection, 3);
+      for(String name : List.of("a.b", "bad; DROP SCHEMA public", "UPPER", "a".repeat(64)))
+      {
+         assertThatThrownBy(() -> store.withSchema(name)).isInstanceOf(IllegalArgumentException.class);
+      }
+      assertThatThrownBy(() -> new PgVectorStore(this::connection, 2001)).isInstanceOf(IllegalArgumentException.class);
+      assertThatThrownBy(() -> store.search(new float[] { 1 }, 1, Set.of("a"))).isInstanceOf(IllegalArgumentException.class);
+      assertThatThrownBy(() -> store.search(new float[] { Float.NaN, 0, 0 }, 1, Set.of("a"))).isInstanceOf(IllegalArgumentException.class);
+      assertThat(operations).isEmpty();
+   }
+}

qbit-assistant/pom.xml

@@ -28,10 +28,14 @@
    <packaging>jar</packaging>
 
    <name>QBit Assistant</name>
-   <description>In-app AI assistant QBit for QQQ: conversations, turn engine, SSE routes, budgets, provider SPI</description>
+   <description>In-app AI assistant QBit for QQQ: conversations, turn engine, SSE routes, budgets and provider registry</description>
    <url>https://github.com/QRun-IO/qbit-assistant</url>
 
    <dependencies>
+      <dependency>
+         <groupId>com.kingsrook.qbits</groupId>
+         <artifactId>qbit-assistant-provider-api</artifactId>
+      </dependency>
       <dependency>
          <groupId>com.kingsrook.qqq</groupId>
          <artifactId>qqq-backend-core</artifactId>
@@ -45,6 +49,15 @@
          <optional>true</optional>
       </dependency>
 
+      <!-- Optional email delivery of scheduled-task results. Every reference is in -->
+      <!-- the email package; without the jar nothing changes.                      -->
+      <dependency>
+         <groupId>com.kingsrook.qbits</groupId>
+         <artifactId>qbit-email</artifactId>
+         <version>${qbit-email.version}</version>
+         <optional>true</optional>
+      </dependency>
+
       <dependency>
          <groupId>org.junit.jupiter</groupId>
          <artifactId>junit-jupiter</artifactId>

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/AssistantQBitConfig.java

@@ -32,13 +32,14 @@ import java.util.regex.Pattern;
 import com.fasterxml.jackson.annotation.JsonIgnore;
 import com.kingsrook.qbits.assistant.classification.ClassificationSource;
 import com.kingsrook.qbits.assistant.classification.ConfiguredClassificationSource;
-import com.kingsrook.qbits.assistant.classification.DataClassification;
 import com.kingsrook.qbits.assistant.engine.ModelPricing;
 import com.kingsrook.qbits.assistant.provider.AssistantModelProvider;
 import com.kingsrook.qbits.assistant.provider.AssistantProviderType;
 import com.kingsrook.qbits.assistant.provider.TrustedCaBundle;
+import com.kingsrook.qbits.assistant.rag.VectorStore;
 import com.kingsrook.qbits.assistant.uiapi.UiApiGateway;
 import com.kingsrook.qqq.backend.core.actions.ai.AiExposure;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
 import com.kingsrook.qqq.backend.core.model.metadata.producers.MetaDataCustomizerInterface;
 import com.kingsrook.qqq.backend.core.model.metadata.qbits.QBitConfig;
@@ -59,6 +60,8 @@ import com.kingsrook.qqq.backend.core.utils.StringUtils;
  *******************************************************************************/
 public class AssistantQBitConfig implements QBitConfig
 {
+   private VectorStore vectorStore;
+
    public static final String ACCESS_PERMISSION        = "assistant.hasAccess";
    public static final String ADMIN_PERMISSION         = "assistant.admin";
    public static final String DEFAULT_OWNER_KEY_TYPE   = "assistant_user_id";
@@ -87,6 +90,7 @@ public class AssistantQBitConfig implements QBitConfig
    private String conversationEncryptionKeyEnvName;
 
    private Boolean               enabled                    = true;
+   private Boolean               recordHistory              = false;
    private String                backendName;
    private String                providerName               = DEFAULT_PROVIDER_NAME;
    private AssistantModelRouting models                     = new AssistantModelRouting();
@@ -107,6 +111,9 @@ public class AssistantQBitConfig implements QBitConfig
    private Integer               policyCacheSeconds         = 30;
    private String                ownerSecurityKeyType       = DEFAULT_OWNER_KEY_TYPE;
    private String                shortcut                   = DEFAULT_SHORTCUT;
+   private Set<String> allowedScheduledCredentialEnvNames = new LinkedHashSet<>();
+   private String scheduledTasksSchedulerName;
+
    private String                retentionSchedulerName;
    private Boolean               registerRoutes             = true;
    private Map<String, ModelPricing> pricing                = ModelPricing.defaults();
@@ -130,6 +137,7 @@ public class AssistantQBitConfig implements QBitConfig
    //////////////////////////////////////////////////////////////////////////
    private String                    uiApiBaseUrl;
    private UiApiGateway              uiApiGateway;
+   private com.kingsrook.qbits.assistant.tools.bulkload.BulkLoadRunner bulkLoadRunner;
    private Integer                   pendingActionTtlSeconds  = 900;
    private List<String>              customRedactionPatterns  = new ArrayList<>();
    private Integer                   killSwitchPollMillis     = 2000;
@@ -138,11 +146,13 @@ public class AssistantQBitConfig implements QBitConfig
    private Integer                   providerTestTimeoutSeconds = 30;
    private Integer                   homeMaxRows              = 20000;
    private String                    tablePathPrefix          = "/app";
+   private Boolean                   emailExternalApproved    = false;
 
    private transient MetaDataCustomizerInterface<QTableMetaData> tableMetaDataCustomizer;
    private transient Map<String, AssistantModelProvider>        modelProviders = new LinkedHashMap<>();
    private transient Map<String, AssistantProviderType>         providerTypes  = new LinkedHashMap<>();
    private transient Function<String, String>                   secretResolver = System::getenv;
+   private transient Function<String, String>                   emailRecipientResolver;
    private transient AssistantRuntime                           runtime;
 
 
@@ -210,6 +220,13 @@ public class AssistantQBitConfig implements QBitConfig
       requirePositive(errors, "killSwitchPollMillis", killSwitchPollMillis);
       requirePositive(errors, "providerTestTimeoutSeconds", providerTestTimeoutSeconds);
       requirePositive(errors, "homeMaxRows", homeMaxRows);
+      for(String name : allowedScheduledCredentialEnvNames == null ? Set.<String>of() : allowedScheduledCredentialEnvNames)
+      {
+         if(name == null || !ENV_NAME.matcher(name).matches())
+         {
+            errors.add("allowedScheduledCredentialEnvNames contains an invalid environment variable name.");
+         }
+      }
       for(String name : allowedApiKeyEnvNames == null ? Set.<String>of() : allowedApiKeyEnvNames)
       {
          if(name == null || !ENV_NAME.matcher(name).matches())
@@ -1199,6 +1216,38 @@ public class AssistantQBitConfig implements QBitConfig
 
 
 
+   /*******************************************************************************
+    ** Getter for bulkLoadRunner (null: the durable jobs launch,
+    ** JobsLaunchBulkLoadRunner) - how bulk_load_run starts a load.
+    *******************************************************************************/
+   public com.kingsrook.qbits.assistant.tools.bulkload.BulkLoadRunner getBulkLoadRunner()
+   {
+      return (this.bulkLoadRunner);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for bulkLoadRunner
+    *******************************************************************************/
+   public void setBulkLoadRunner(com.kingsrook.qbits.assistant.tools.bulkload.BulkLoadRunner bulkLoadRunner)
+   {
+      this.bulkLoadRunner = bulkLoadRunner;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for bulkLoadRunner
+    *******************************************************************************/
+   public AssistantQBitConfig withBulkLoadRunner(com.kingsrook.qbits.assistant.tools.bulkload.BulkLoadRunner bulkLoadRunner)
+   {
+      this.bulkLoadRunner = bulkLoadRunner;
+      return (this);
+   }
+
+
+
    /*******************************************************************************
     ** Getter for uiApiGateway (null: the loopback stand-in)
     *******************************************************************************/
@@ -1456,6 +1505,62 @@ public class AssistantQBitConfig implements QBitConfig
 
 
 
+   /*******************************************************************************
+    ** Whether the host's EXTERNAL approval rule allows a scheduled task's result
+    ** to leave the app by email. There is no approval rule in the qbit yet (the
+    ** scheduled runner is P-g), so this explicit flag stands in; default false.
+    *******************************************************************************/
+   public Boolean getEmailExternalApproved()
+   {
+      return (this.emailExternalApproved);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for emailExternalApproved
+    *******************************************************************************/
+   public void setEmailExternalApproved(Boolean emailExternalApproved)
+   {
+      this.emailExternalApproved = emailExternalApproved;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for emailExternalApproved
+    *******************************************************************************/
+   public AssistantQBitConfig withEmailExternalApproved(Boolean emailExternalApproved)
+   {
+      this.emailExternalApproved = emailExternalApproved;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** The hook that turns a task owner's user id into an email address; null
+    ** means the default (an owner id that already is an address).
+    *******************************************************************************/
+   @JsonIgnore
+   public Function<String, String> getEmailRecipientResolver()
+   {
+      return (emailRecipientResolver);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for emailRecipientResolver
+    *******************************************************************************/
+   public AssistantQBitConfig withEmailRecipientResolver(Function<String, String> emailRecipientResolver)
+   {
+      this.emailRecipientResolver = emailRecipientResolver;
+      return (this);
+   }
+
+
+
    /*******************************************************************************
     ** Getter for allowedApiKeyEnvNames (extra API key environment variable names a provider row may reference)
     *******************************************************************************/
@@ -1654,6 +1759,28 @@ public class AssistantQBitConfig implements QBitConfig
 
 
 
+   /*******************************************************************************
+    ** Whether the host opts into record history; false by default.
+    *******************************************************************************/
+   public Boolean getRecordHistory()
+   {
+      return (recordHistory);
+   }
+
+
+
+   /*******************************************************************************
+    ** Owner decision — hard wall: record history requires explicit host opt-in.
+    ** kof22 does not opt in. The user's own audit permissions still apply.
+    *******************************************************************************/
+   public AssistantQBitConfig withRecordHistory(boolean recordHistory)
+   {
+      this.recordHistory = recordHistory;
+      return (this);
+   }
+
+
+
    /*******************************************************************************
     ** Getter for hipaaMode
     *******************************************************************************/
@@ -1788,4 +1915,97 @@ public class AssistantQBitConfig implements QBitConfig
       configuredClassifications.withClassification(tableName, fieldName, classification);
       return (this);
    }
+
+
+
+   /*******************************************************************************
+    ** Getter for vectorStore
+    *******************************************************************************/
+   public VectorStore getVectorStore()
+   {
+      return (vectorStore);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for vectorStore
+    *******************************************************************************/
+   public void setVectorStore(VectorStore vectorStore)
+   {
+      this.vectorStore = vectorStore;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for vectorStore
+    *******************************************************************************/
+   public AssistantQBitConfig withVectorStore(VectorStore vectorStore)
+   {
+      this.vectorStore = vectorStore;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for allowedScheduledCredentialEnvNames
+    *******************************************************************************/
+   public Set<String> getAllowedScheduledCredentialEnvNames()
+   {
+      return (allowedScheduledCredentialEnvNames);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for allowedScheduledCredentialEnvNames
+    *******************************************************************************/
+   public void setAllowedScheduledCredentialEnvNames(Set<String> allowedScheduledCredentialEnvNames)
+   {
+      this.allowedScheduledCredentialEnvNames = allowedScheduledCredentialEnvNames;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for allowedScheduledCredentialEnvNames
+    *******************************************************************************/
+   public AssistantQBitConfig withAllowedScheduledCredentialEnvNames(Set<String> allowedScheduledCredentialEnvNames)
+   {
+      this.allowedScheduledCredentialEnvNames = allowedScheduledCredentialEnvNames;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for scheduledTasksSchedulerName
+    *******************************************************************************/
+   public String getScheduledTasksSchedulerName()
+   {
+      return (scheduledTasksSchedulerName);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for scheduledTasksSchedulerName
+    *******************************************************************************/
+   public void setScheduledTasksSchedulerName(String scheduledTasksSchedulerName)
+   {
+      this.scheduledTasksSchedulerName = scheduledTasksSchedulerName;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for scheduledTasksSchedulerName
+    *******************************************************************************/
+   public AssistantQBitConfig withScheduledTasksSchedulerName(String scheduledTasksSchedulerName)
+   {
+      this.scheduledTasksSchedulerName = scheduledTasksSchedulerName;
+      return (this);
+   }
 }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/AssistantQBitProducer.java

@@ -21,21 +21,29 @@ import java.io.InputStream;
 import java.util.ArrayList;
 import java.util.List;
 import java.util.Properties;
+import com.kingsrook.qbits.assistant.api.AssistantRoutes;
+import com.kingsrook.qbits.assistant.developer.AssistantDeveloperPanels;
 import com.kingsrook.qbits.assistant.home.AssistantAccessWidget;
 import com.kingsrook.qbits.assistant.home.AssistantHome;
+import com.kingsrook.qbits.assistant.metadata.AssistantChannelWall;
+import com.kingsrook.qbits.assistant.metadata.AssistantInstanceMetaData;
 import com.kingsrook.qbits.assistant.metadata.AssistantMetaDataBuilder;
 import com.kingsrook.qbits.assistant.metadata.AssistantRecordScreens;
+import com.kingsrook.qbits.assistant.metadata.AssistantPreferencesProvider;
+import com.kingsrook.qbits.assistant.model.AssistantBudget;
 import com.kingsrook.qbits.assistant.processes.DiscoverModelsProcess;
+import com.kingsrook.qbits.assistant.processes.KnowledgeIndexProcess;
+import com.kingsrook.qbits.assistant.processes.ScheduledTaskProcess;
 import com.kingsrook.qbits.assistant.processes.TestConnectionProcess;
 import com.kingsrook.qbits.assistant.processes.TestModelConnectionProcess;
 import com.kingsrook.qqq.backend.core.alerts.AlertSeverity;
 import com.kingsrook.qqq.backend.core.alerts.QAlertTypeMetaData;
-import com.kingsrook.qbits.assistant.model.AssistantBudget;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
 import com.kingsrook.qqq.backend.core.logging.QLogger;
 import com.kingsrook.qqq.backend.core.model.metadata.MetaDataProducerMultiOutput;
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
 import com.kingsrook.qqq.backend.core.model.metadata.layout.QAppMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.permissions.ClientChannelsMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.processes.QProcessMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.qbits.QBitMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.qbits.QBitMetaDataProducer;
@@ -173,24 +181,70 @@ public class AssistantQBitProducer implements QBitMetaDataProducer<AssistantQBit
       QProcessMetaData testConnection = TestConnectionProcess.process();
       testConnection.setSourceQBitName(qBitMetaData.getName());
       qInstance.addProcess(testConnection);
-      for(QProcessMetaData process : java.util.List.of(DiscoverModelsProcess.process(), TestModelConnectionProcess.process()))
+      for(QProcessMetaData process : List.of(DiscoverModelsProcess.process(), TestModelConnectionProcess.process()))
       {
          process.setSourceQBitName(qBitMetaData.getName());
          qInstance.addProcess(process);
       }
 
+      for(QProcessMetaData process : KnowledgeIndexProcess.processes())
+      {
+         process.setSourceQBitName(qBitMetaData.getName());
+         qInstance.addProcess(process);
+      }
+
+      for(QProcessMetaData process : ScheduledTaskProcess.processes(qBitConfig))
+      {
+         process.setSourceQBitName(qBitMetaData.getName());
+         qInstance.addProcess(process);
+      }
       qInstance.addWidget(AssistantHome.widget());
       qInstance.addWidget(AssistantAccessWidget.widget());
 
       QAppMetaData app = builder.buildAdminApp(tables);
       qInstance.addApp(app);
 
+      AssistantPreferencesProvider.register(qInstance);
+      AssistantChannelWall.register(qInstance);
+      if(Boolean.TRUE.equals(qBitConfig.getRecordHistory()))
+      {
+         enableRecordHistory(ClientChannelsMetaData.ofOrWithNew(qInstance));
+      }
+      else
+      {
+         ClientChannelsMetaData.ofOrWithNew(qInstance).withDeniedPattern("assistant", "audit*");
+      }
       postProduceActions(new MetaDataProducerMultiOutput(), qInstance);
       return (new MetaDataProducerMultiOutput());
    }
 
 
 
+   /*******************************************************************************
+    ** STAND-IN(core=QRun-IO/qqq#1193, removeBy=RC.8): call withAssistantAuditReads() directly once the qbit builds on a QQQ RC that has it
+    *******************************************************************************/
+   private void enableRecordHistory(ClientChannelsMetaData channels)
+   {
+      try
+      {
+         channels.getClass().getMethod("withAssistantAuditReads").invoke(channels);
+      }
+      catch(NoSuchMethodException e)
+      {
+         List<String> denied = channels.getDeniedPatterns().get("assistant");
+         if(denied != null)
+         {
+            denied.removeIf("audit*"::equals);
+         }
+      }
+      catch(ReflectiveOperationException e)
+      {
+         throw (new IllegalStateException("Could not enable assistant audit reads.", e));
+      }
+   }
+
+
+
    /*******************************************************************************
     ** Declare budget alerts as top-level core metadata for admin visibility.
     *******************************************************************************/
@@ -219,19 +273,19 @@ public class AssistantQBitProducer implements QBitMetaDataProducer<AssistantQBit
       boolean routes = false;
       if(Boolean.TRUE.equals(qBitConfig.getRegisterRoutes()) && isJavalinAvailable())
       {
-         com.kingsrook.qbits.assistant.api.AssistantRoutes.register(qInstance);
+         AssistantRoutes.register(qInstance);
          routes = true;
       }
 
       if(qBitConfig.isEffectivelyEnabled())
       {
-         com.kingsrook.qbits.assistant.metadata.AssistantInstanceMetaData.register(qInstance);
+         AssistantInstanceMetaData.register(qInstance);
       }
 
       boolean developerPanel = false;
-      if(com.kingsrook.qbits.assistant.developer.AssistantDeveloperPanels.isContractAvailable())
+      if(AssistantDeveloperPanels.isContractAvailable())
       {
-         com.kingsrook.qbits.assistant.developer.AssistantDeveloperPanels.register(qInstance);
+         AssistantDeveloperPanels.register(qInstance);
          developerPanel = true;
       }
 

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/AssistantRuntime.java

@@ -17,6 +17,12 @@
 package com.kingsrook.qbits.assistant;
 
 
+import java.time.Clock;
+import java.util.Map;
+import java.util.concurrent.ConcurrentHashMap;
+import java.util.concurrent.ExecutorService;
+import java.util.concurrent.Executors;
+import java.util.regex.Pattern;
 import com.kingsrook.qbits.assistant.access.AccessExplainer;
 import com.kingsrook.qbits.assistant.access.DataAccessService;
 import com.kingsrook.qbits.assistant.engine.BudgetService;
@@ -26,23 +32,27 @@ import com.kingsrook.qbits.assistant.engine.ProfileService;
 import com.kingsrook.qbits.assistant.engine.ProviderService;
 import com.kingsrook.qbits.assistant.engine.RateLimiter;
 import com.kingsrook.qbits.assistant.engine.RunningTurn;
+import com.kingsrook.qbits.assistant.metadata.AssistantChannelWall;
 import com.kingsrook.qbits.assistant.persistence.AssistantStore;
+import com.kingsrook.qbits.assistant.rag.InMemoryVectorStore;
+import com.kingsrook.qbits.assistant.rag.RagService;
+import com.kingsrook.qbits.assistant.rag.VectorStore;
+import com.kingsrook.qbits.assistant.scheduled.ScheduledTurn;
+import com.kingsrook.qbits.assistant.tools.KnowledgeTool;
 import com.kingsrook.qbits.assistant.tools.UiApiToolbox;
-import com.kingsrook.qbits.assistant.uiapi.LoopbackUiApiGateway;
+import com.kingsrook.qbits.assistant.tools.bulkload.BulkLoadTools;
+import com.kingsrook.qbits.assistant.uiapi.CoreUiApiGateway;
+import com.kingsrook.qbits.assistant.uiapi.UiApiCall;
 import com.kingsrook.qbits.assistant.uiapi.UiApiGateway;
+import com.kingsrook.qbits.assistant.uiapi.UiApiResult;
 import com.kingsrook.qqq.backend.core.actions.ai.AiToolKernel;
 import com.kingsrook.qqq.backend.core.actions.ai.AiToolKernelSettings;
 import com.kingsrook.qqq.backend.core.actions.ai.exposure.AiExposurePolicy;
 import com.kingsrook.qqq.backend.core.actions.ai.output.AiRedactor;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
 import com.kingsrook.qqq.backend.core.model.metadata.qbits.QBitMetaData;
 import com.kingsrook.qqq.backend.core.utils.StringUtils;
-import java.time.Clock;
-import java.util.Map;
-import java.util.concurrent.ConcurrentHashMap;
-import java.util.concurrent.ExecutorService;
-import java.util.concurrent.Executors;
-import java.util.regex.Pattern;
 
 
 /*******************************************************************************
@@ -52,6 +62,12 @@ import java.util.regex.Pattern;
  *******************************************************************************/
 public class AssistantRuntime
 {
+   private final ScheduledTurn scheduledTurn = new ScheduledTurn();
+
+   private final RagService ragService;
+   private final KnowledgeTool knowledgeTool;
+   private final BulkLoadTools bulkLoadTools;
+
    private final QInstance                        qInstance;
    private final AssistantQBitConfig              config;
    private final Clock                            clock;
@@ -88,6 +104,7 @@ public class AssistantRuntime
     *******************************************************************************/
    public AssistantRuntime(QInstance qInstance, AssistantQBitConfig config, Clock clock)
    {
+      AssistantChannelWall.validate(qInstance);
       this.qInstance = qInstance;
       this.config = config;
       this.clock = clock;
@@ -105,8 +122,41 @@ public class AssistantRuntime
       this.accessExplainer = new AccessExplainer(qInstance, dataAccessService);
       this.toolbox = new UiApiToolbox(qInstance, dataAccessService, exposurePolicy, new AiRedactor(settings.getCustomRedactionPatterns()),
          config.getMaxCellChars() == null ? AiToolKernelSettings.DEFAULT_MAX_CELL_CHARS : config.getMaxCellChars());
-      this.uiApiGateway = config.getUiApiGateway() != null ? config.getUiApiGateway() : new LoopbackUiApiGateway(this::uiApiBaseUrl, qInstance);
-      this.contextBuilder = new ContextBuilder(config, kernel, toolbox);
+      UiApiGateway delegate = config.getUiApiGateway() != null ? config.getUiApiGateway() : new CoreUiApiGateway(this::uiApiBaseUrl, qInstance);
+      this.uiApiGateway = new UiApiGateway()
+      {
+         /*******************************************************************************
+          ** Delegate using this instance's configured collaborator.
+          *******************************************************************************/
+         @Override
+         public boolean isInvocable(String method, String pathTemplate)
+         {
+            return (delegate.isInvocable(method, pathTemplate));
+         }
+
+         /*******************************************************************************
+          ** Delegate using this instance's configured collaborator.
+          *******************************************************************************/
+         @Override
+         public UiApiResult invoke(UiApiCall call) throws QException
+         {
+            String channel = scheduledTurn.channel(call.getSessionUUID());
+            if(channel != null)
+            {
+               if(!(delegate instanceof CoreUiApiGateway))
+               {
+                  throw (new QException("Scheduled tasks require the core UI API gateway for client attribution."));
+               }
+               call.withClientDetail(channel.substring(CoreUiApiGateway.CLIENT_CHANNEL.length() + 1));
+            }
+            return (delegate.invoke(call));
+         }
+      };
+      VectorStore vectors = config.getVectorStore() == null ? new InMemoryVectorStore() : config.getVectorStore();
+      this.ragService = new RagService(this, vectors);
+      this.knowledgeTool = new KnowledgeTool(this, ragService, vectors);
+      this.bulkLoadTools = new BulkLoadTools(qInstance, dataAccessService, config.getBulkLoadRunner());
+      this.contextBuilder = new ContextBuilder(config, kernel, toolbox).withKnowledgeTool(knowledgeTool).withBulkLoadTools(bulkLoadTools);
    }
 
 
@@ -417,4 +467,41 @@ public class AssistantRuntime
    {
       return (budgetService);
    }
+
+
+   /*******************************************************************************
+    ** Manual indexing service, always using the current caller's session.
+    *******************************************************************************/
+   public RagService getRagService()
+   {
+      return (ragService);
+   }
+
+
+
+   /*******************************************************************************
+    ** Permission-filtered retrieval tool.
+    *******************************************************************************/
+   public KnowledgeTool getKnowledgeTool()
+   {
+      return (knowledgeTool);
+   }
+
+   /*******************************************************************************
+    ** Server-owned scheduled execution context.
+    *******************************************************************************/
+   public ScheduledTurn getScheduledTurn()
+   {
+      return (scheduledTurn);
+   }
+
+
+   /*******************************************************************************
+    ** The bulk-load tools (saved profiles, attached files, dry runs, loads).
+    *******************************************************************************/
+   public BulkLoadTools getBulkLoadTools()
+   {
+      return (bulkLoadTools);
+   }
+
 }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/access/AccessExplainer.java

@@ -31,6 +31,7 @@ import com.kingsrook.qqq.backend.core.exceptions.QException;
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
 import com.kingsrook.qqq.backend.core.utils.StringUtils;
+import com.kingsrook.qqq.middleware.javalin.specs.invoke.UiApiCredentials;
 
 
 /*******************************************************************************
@@ -92,7 +93,27 @@ public class AccessExplainer
     *******************************************************************************/
    public List<TableAccess> explain(UiApiGateway gateway, String sessionUUID, PolicyService.ToolPolicy policy, String tableName, String prompt) throws QException
    {
-      UiApiResult response = gateway.invoke(new UiApiCall("GET", "/metaData").withSessionUUID(sessionUUID).withInvokedBy("assistant-explain"));
+      return (explain(gateway, sessionUUID, null, policy, tableName, prompt));
+   }
+
+
+
+   /*******************************************************************************
+    ** Explain, with the caller's request credentials when they are known.
+    *******************************************************************************/
+   public List<TableAccess> explain(UiApiGateway gateway, String sessionUUID, UiApiCredentials credentials, PolicyService.ToolPolicy policy, String tableName, String prompt) throws QException
+   {
+      return (explain(gateway, sessionUUID, credentials, policy, tableName, prompt, null));
+   }
+
+
+
+   /*******************************************************************************
+    ** Preserve a known turn's attribution on the metadata request.
+    *******************************************************************************/
+   public List<TableAccess> explain(UiApiGateway gateway, String sessionUUID, UiApiCredentials credentials, PolicyService.ToolPolicy policy, String tableName, String prompt, String turnId) throws QException
+   {
+      UiApiResult response = gateway.invoke(new UiApiCall("GET", "/metaData").withSessionUUID(sessionUUID).withCredentials(credentials).withInvokedBy("assistant-explain").withClientDetail(turnId));
       if(!response.isSuccess())
       {
          throw (new QException("GET /metaData answered HTTP " + response.status() + (response.errorMessage() == null ? "" : ": " + response.errorMessage())));

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/access/DataAccessService.java

@@ -132,6 +132,18 @@ public class DataAccessService
 
 
 
+   /*******************************************************************************
+    ** Whether an admin marked the table's single-record inserts and updates as
+    ** low-risk (auto-confirmable, when the policy and the user allow it).
+    *******************************************************************************/
+   public boolean autoConfirmOk(String tableName)
+   {
+      AssistantDataAccess row = rows().get(key(AssistantDataAccess.TYPE_TABLE, tableName));
+      return (row != null && Boolean.TRUE.equals(row.getAutoConfirmOk()) && forTable(tableName).mode().allowsWrite());
+   }
+
+
+
    /*******************************************************************************
     ** Drop the cache (after a change to the table).
     *******************************************************************************/

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/api/AssistantApi.java

@@ -44,8 +44,10 @@ import com.kingsrook.qbits.assistant.model.AssistantPendingAction;
 import com.kingsrook.qbits.assistant.model.AssistantToolCall;
 import com.kingsrook.qbits.assistant.model.AssistantTurn;
 import com.kingsrook.qbits.assistant.model.AssistantTurnEvent;
+import com.kingsrook.qbits.assistant.model.AssistantUserPreference;
 import com.kingsrook.qbits.assistant.persistence.AssistantStore;
 import com.kingsrook.qbits.assistant.tools.UiApiToolbox;
+import com.kingsrook.qbits.assistant.tools.bulkload.BulkLoadTools;
 import com.kingsrook.qqq.backend.core.actions.ai.AiToolOutcome;
 import com.kingsrook.qqq.backend.core.actions.ai.AiToolResult;
 import com.kingsrook.qqq.backend.core.actions.ai.output.AiRedactor;
@@ -54,6 +56,7 @@ import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.session.QSession;
 import com.kingsrook.qqq.backend.core.utils.JsonUtils;
 import com.kingsrook.qqq.backend.core.utils.StringUtils;
+import com.kingsrook.qqq.middleware.javalin.specs.invoke.UiApiCredentials;
 
 
 /*******************************************************************************
@@ -70,6 +73,7 @@ public class AssistantApi
    private final AssistantStore      store;
    private final QSession            session;
    private final String              userId;
+   private UiApiCredentials          credentials;
 
 
 
@@ -92,6 +96,18 @@ public class AssistantApi
 
 
 
+   /*******************************************************************************
+    ** The credentials of the request this API serves, exactly as they came in;
+    ** the tools forward them to the UI API. Never logged.
+    *******************************************************************************/
+   public AssistantApi withCredentials(UiApiCredentials credentials)
+   {
+      this.credentials = credentials;
+      return (this);
+   }
+
+
+
    /*******************************************************************************
     ** GET /config - the feature probe. Never throws for a signed-in user.
     *******************************************************************************/
@@ -125,7 +141,10 @@ public class AssistantApi
       result.put("shortcut", config.getShortcut());
       result.put("model", reason == null ? activeProvider().model() : config.getModels().getMainModel());
       result.put("limits", Map.of("maxTurnSeconds", config.getMaxTurnSeconds(), "maxToolCallsPerTurn", config.getMaxToolCallsPerTurn()));
-      result.put("features", Map.of("writes", runtime.getToolbox().anyWritableTable(), "pendingActions", true));
+      boolean writeMode = reason == null && writeModeAvailable();
+      result.put("features", Map.of("writes", runtime.getToolbox().anyWritableTable(), "pendingActions", true, "writeMode", writeMode,
+         "autoConfirm", writeMode && runtime.getPolicyService().current(false).tools().autoConfirmAllowed()));
+      result.put("preferences", reason == null ? preferences() : Map.of());
       ProfileService.Persona persona = runtime.getProfileService().persona(session, null);
       Map<String, Object>    profile = new LinkedHashMap<>();
       profile.put("displayName", persona.displayName());
@@ -165,6 +184,12 @@ public class AssistantApi
       String title = body.get("title") instanceof String s && StringUtils.hasContent(s) ? truncate(s.trim(), 255) : null;
       Map<String, Object> context = body.get("context") instanceof Map<?, ?> m ? ContextBuilder.sanitizePageContext((Map<String, Object>) m) : null;
       AssistantConversation conversation = store.createConversation(userId, title, context == null || context.isEmpty() ? null : JsonUtils.toJson(context));
+      boolean write = body.get("writeMode") instanceof Boolean requested ? requested : defaultWriteMode();
+      if(write && writeModeAvailable())
+      {
+         store.updateFields(AssistantConversation.TABLE_NAME, new QRecord().withValue("id", conversation.getId()).withValue("writeMode", true));
+         conversation.setWriteMode(true);
+      }
       return (toJson(conversation));
    }
 
@@ -240,6 +265,19 @@ public class AssistantApi
          conversation.setStatus((String) status);
       }
 
+      if(body.containsKey("writeMode"))
+      {
+         if(!(body.get("writeMode") instanceof Boolean writeMode))
+         {
+            throw (new AssistantApiException(400, "writeMode must be true or false."));
+         }
+         if(writeMode && !writeModeAvailable())
+         {
+            throw (new AssistantApiException(403, "WRITE_MODE_UNAVAILABLE", "Write mode is not available to you. An administrator controls it in the assistant policy."));
+         }
+         update.setValue("writeMode", writeMode);
+         conversation.setWriteMode(writeMode);
+      }
       store.updateFields(AssistantConversation.TABLE_NAME, update);
       return (toJson(conversation));
    }
@@ -372,7 +410,7 @@ public class AssistantApi
 
          RunningTurn runningTurn = runtime.register(new RunningTurn(turn.getId(), userId));
          TurnEngine  engine      = new TurnEngine(runtime, session, userId, conversation, userMessage, assistantMessage, turn, text, pageContext, policy, runningTurn,
-            budget.softExceeded() ? budget.message() : null);
+            budget.softExceeded() ? budget.message() : null).withCredentials(credentials);
          runtime.getExecutor().submit(engine);
          return (runningTurn);
       }
@@ -597,8 +635,10 @@ public class AssistantApi
          throw (new QException("The stored values of action " + id + " are not valid JSON", e));
       }
       PolicyService.EffectivePolicy policy = runtime.getPolicyService().current(true);
-      UiApiToolbox.Context context = new UiApiToolbox.Context(session.getUuid(), session.getValue(QSession.VALUE_KEY_USER_TIMEZONE), runtime.getUiApiGateway(), policy.tools(), null);
-      UiApiToolbox.Outcome outcome = runtime.getToolbox().executeConfirmedWrite(context, action.getToolCallId(), action.getToolName(), action.getTableName(), action.getRecordId(), values);
+      UiApiToolbox.Context context = new UiApiToolbox.Context(session.getUuid(), session.getValue(QSession.VALUE_KEY_USER_TIMEZONE), runtime.getUiApiGateway(), policy.tools(), null, credentials, action.getTurnId() == null ? null : String.valueOf(action.getTurnId()));
+      UiApiToolbox.Outcome outcome = BulkLoadTools.WRITE_TOOLS.contains(action.getToolName())
+         ? runtime.getBulkLoadTools().executeConfirmed(context, action.getToolCallId(), action.getToolName(), action.getTableName(), values)
+         : runtime.getToolbox().executeConfirmedWrite(context, action.getToolCallId(), action.getToolName(), action.getTableName(), action.getRecordId(), values);
       AiToolResult result = outcome.getResult();
       boolean ok = result.getOutcome() == AiToolOutcome.OK;
 
@@ -610,6 +650,7 @@ public class AssistantApi
 
       store.insert(new AssistantToolCall()
          .withTurnId(action.getTurnId())
+         .withClientChannel("assistant" + (action.getTurnId() == null ? "" : "/" + action.getTurnId()))
          .withConversationId(action.getConversationId())
          .withUserId(userId)
          .withToolCallId(action.getToolCallId())
@@ -716,10 +757,24 @@ public class AssistantApi
     ** reason.
     *******************************************************************************/
    public Map<String, Object> access(String table, String prompt) throws QException, AssistantApiException
+   {
+      return (access(table, prompt, null));
+   }
+
+
+
+   /*******************************************************************************
+    ** A supplied turn must belong to this user before using it for attribution.
+    *******************************************************************************/
+   public Map<String, Object> access(String table, String prompt, Integer turnId) throws QException, AssistantApiException
    {
       requireAccess();
+      if(turnId != null)
+      {
+         requireTurn(turnId);
+      }
       List<Map<String, Object>> tables = new ArrayList<>();
-      for(AccessExplainer.TableAccess access : runtime.getAccessExplainer().explain(runtime.getUiApiGateway(), session.getUuid(), runtime.getPolicyService().current(false).tools(), table, prompt))
+      for(AccessExplainer.TableAccess access : runtime.getAccessExplainer().explain(runtime.getUiApiGateway(), session.getUuid(), credentials, runtime.getPolicyService().current(false).tools(), table, prompt, turnId == null ? null : String.valueOf(turnId)))
       {
          if(!access.uiVisible() && access.mode() == DataAccessMode.NONE)
          {
@@ -744,6 +799,43 @@ public class AssistantApi
 
 
 
+   /*******************************************************************************
+    ** Whether this user may use Write mode at all: the policy allows it, they
+    ** hold its permission (when one is set), and some table is READ_WRITE.
+    *******************************************************************************/
+   public boolean writeModeAvailable() throws QException
+   {
+      return (runtime.getPolicyService().current(false).tools().writeModeAvailableTo(session) && runtime.getToolbox().anyWritableTable());
+   }
+
+
+
+   /*******************************************************************************
+    ** The default mode of the user's new conversations (Read-only unless they
+    ** chose Write).
+    *******************************************************************************/
+   private boolean defaultWriteMode() throws QException
+   {
+      AssistantUserPreference preference = store.getPreference(userId);
+      return (preference != null && Boolean.TRUE.equals(preference.getDefaultWriteMode()));
+   }
+
+
+
+   /*******************************************************************************
+    ** Effective defaults for the panel config, narrowed by current policy.
+    *******************************************************************************/
+   private Map<String, Object> preferences() throws QException
+   {
+      AssistantUserPreference preference = userId == null ? null : store.getPreference(userId);
+      Map<String, Object>     map        = new LinkedHashMap<>();
+      map.put("defaultWriteMode", writeModeAvailable() && preference != null && Boolean.TRUE.equals(preference.getDefaultWriteMode()));
+      map.put("autoConfirmLowRisk", runtime.getPolicyService().current(false).tools().autoConfirmAllowed() && preference != null && Boolean.TRUE.equals(preference.getAutoConfirmLowRisk()));
+      return (map);
+   }
+
+
+
    /*******************************************************************************
     ** The configured turn time limit (replay loops are capped by it).
     *******************************************************************************/
@@ -842,6 +934,7 @@ public class AssistantApi
       map.put("title", conversation.getTitle());
       map.put("status", conversation.getStatus());
       map.put("pinned", Boolean.TRUE.equals(conversation.getPinned()));
+      map.put("writeMode", Boolean.TRUE.equals(conversation.getWriteMode()));
       map.put("lastMessageAt", conversation.getLastMessageAt() == null ? null : conversation.getLastMessageAt().toString());
       map.put("unreadCount", conversation.getUnreadCount() == null ? 0 : conversation.getUnreadCount());
       map.put("createDate", conversation.getCreateDate() == null ? null : conversation.getCreateDate().toString());

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/api/AssistantRouteProvider.java

@@ -17,63 +17,27 @@
 package com.kingsrook.qbits.assistant.api;
 
 
-import java.io.IOException;
-import java.io.OutputStream;
-import java.nio.charset.StandardCharsets;
-import java.util.LinkedHashMap;
-import java.util.List;
-import java.util.Map;
-import com.fasterxml.jackson.annotation.JsonInclude;
-import com.fasterxml.jackson.core.type.TypeReference;
-import com.fasterxml.jackson.databind.DeserializationFeature;
 import com.kingsrook.qbits.assistant.AssistantRuntime;
-import com.kingsrook.qbits.assistant.engine.RunningTurn;
-import com.kingsrook.qbits.assistant.engine.TurnEvent;
-import com.kingsrook.qbits.assistant.engine.TurnEventLog;
-import com.kingsrook.qqq.backend.core.context.QContext;
-import com.kingsrook.qqq.backend.core.exceptions.QException;
 import com.kingsrook.qqq.backend.core.logging.QLogger;
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
-import com.kingsrook.qqq.backend.core.model.session.QSession;
-import com.kingsrook.qqq.backend.core.utils.JsonUtils;
-import com.kingsrook.qqq.backend.core.utils.StringUtils;
 import com.kingsrook.qqq.middleware.javalin.QJavalinRouteProviderInterface;
-import com.kingsrook.qqq.middleware.javalin.QJavalinUtils;
-import com.kingsrook.qqq.middleware.javalin.executors.ExecutorSessionUtils;
 import io.javalin.config.JavalinConfig;
-import io.javalin.http.ContentType;
-import io.javalin.http.Context;
-import static com.kingsrook.qqq.backend.core.logging.LogUtils.logPair;
 
 
 /*******************************************************************************
- ** Javalin routes under /qqq/v1/assistant (contract section 3).
- **
- ** Every request gets the user's own session from the instance's
- ** authentication module (ExecutorSessionUtils.setupSession: session cookie,
- ** bearer token or API key) - never a system session. Bodies must be JSON
- ** (a cross-site form cannot send that without a CORS preflight).
- **
- ** Streams (POST /conversations/{id}/turns, GET /turns/{id}/events) are
- ** Server-Sent Events written to the response as they happen: "id: seq",
- ** "event: type", "data: json", a blank line; a ping every 15 seconds;
- ** Cache-Control no-cache and X-Accel-Buffering no (proxies must not
- ** buffer; give the route a long idle timeout). The turn itself runs on its
- ** own thread, so a client disconnect does not stop it; the client resumes
- ** with /events?after=<last seq>.
- **
- ** Request and response bodies are never logged.
+ ** No routes any more: the assistant's endpoints are spec'd /qqq/v1
+ ** operations ({@link com.kingsrook.qbits.assistant.api.specs.AssistantSpecs}).
+ ** What is left is a before-handler that learns this server's local port from
+ ** the first /qqq/v1 request, so the tools (and Explain access) can call the
+ ** UI API on 127.0.0.1 before any assistant operation has run.
  *******************************************************************************/
 public class AssistantRouteProvider implements QJavalinRouteProviderInterface
 {
    private static final QLogger LOG = QLogger.getLogger(AssistantRouteProvider.class);
 
-   public static final String BASE_PATH       = "/qqq/v1/assistant";
-   public static final long   PING_MILLIS     = 15_000;
-   public static final long   REMOTE_POLL_MS  = 1_000;
+   public static final String BASE_PATH = "/qqq/v1/assistant";
 
    private QInstance qInstance;
-   private long      pingMillis = PING_MILLIS;
 
 
 
@@ -88,28 +52,12 @@ public class AssistantRouteProvider implements QJavalinRouteProviderInterface
 
 
 
-   /*******************************************************************************
-    ** Ping interval (tests use a short one).
-    *******************************************************************************/
-   public AssistantRouteProvider withPingMillis(long pingMillis)
-   {
-      this.pingMillis = pingMillis;
-      return (this);
-   }
-
-
-
    /*******************************************************************************
     **
     *******************************************************************************/
    @Override
    public void acceptJavalinConfig(JavalinConfig config)
    {
-      ///////////////////////////////////////////////////////////////////////
-      // learn this server's local port from the first UI request (e.g.   //
-      // the metaData load), so tools and Explain access can loop back to //
-      // /qqq/v1 before any assistant route has been called               //
-      ///////////////////////////////////////////////////////////////////////
       config.routes.before("/qqq/v1/*", ctx ->
       {
          AssistantRuntime runtime = AssistantRuntime.of(qInstance);
@@ -125,412 +73,6 @@ public class AssistantRouteProvider implements QJavalinRouteProviderInterface
             }
          }
       });
-      config.routes.get(BASE_PATH + "/config", ctx -> json(ctx, false, (api, body) -> api.config()));
-      config.routes.get(BASE_PATH + "/conversations", ctx -> json(ctx, false, (api, body) -> api.listConversations(ctx.queryParam("status"))));
-      config.routes.post(BASE_PATH + "/conversations", ctx -> json(ctx, true, (api, body) ->
-      {
-         ctx.status(201);
-         return (api.createConversation(body));
-      }));
-      config.routes.get(BASE_PATH + "/conversations/{id}", ctx -> json(ctx, false, (api, body) -> api.getConversation(pathInt(ctx, "id"), queryInt(ctx, "before"), queryInt(ctx, "limit"))));
-      config.routes.patch(BASE_PATH + "/conversations/{id}", ctx -> json(ctx, true, (api, body) -> api.patchConversation(pathInt(ctx, "id"), body)));
-      config.routes.delete(BASE_PATH + "/conversations/{id}", ctx -> json(ctx, false, (api, body) ->
-      {
-         api.deleteConversation(pathInt(ctx, "id"));
-         ctx.status(204);
-         return (null);
-      }));
-      config.routes.post(BASE_PATH + "/conversations/{id}/turns", this::startTurn);
-      config.routes.get(BASE_PATH + "/turns/{turnId}/events", this::turnEvents);
-      config.routes.post(BASE_PATH + "/turns/{turnId}/cancel", ctx -> json(ctx, true, (api, body) ->
-      {
-         ctx.status(202);
-         return (api.cancelTurn(pathInt(ctx, "turnId")));
-      }));
-      config.routes.get(BASE_PATH + "/access", ctx -> json(ctx, false, (api, body) -> api.access(ctx.queryParam("table"), ctx.queryParam("prompt"))));
-      config.routes.get(BASE_PATH + "/actions/{id}", ctx -> json(ctx, false, (api, body) -> api.getAction(pathInt(ctx, "id"))));
-      config.routes.post(BASE_PATH + "/actions/{id}/confirm", ctx -> json(ctx, true, (api, body) -> api.confirmAction(pathInt(ctx, "id"))));
-      config.routes.post(BASE_PATH + "/actions/{id}/reject", ctx -> json(ctx, true, (api, body) -> api.rejectAction(pathInt(ctx, "id"))));
-      config.routes.post(BASE_PATH + "/messages/{id}/feedback", ctx -> json(ctx, true, (api, body) ->
-      {
-         api.feedback(pathInt(ctx, "id"), body);
-         ctx.status(204);
-         return (null);
-      }));
-   }
-
-
-
-   /*******************************************************************************
-    ** Session, runtime, body, handler, JSON - or the error.
-    *******************************************************************************/
-   private void json(Context context, boolean readsBody, Handler handler)
-   {
-      try
-      {
-         AssistantApi        api    = api(context);
-         Map<String, Object> body   = readsBody ? readJsonBody(context) : Map.of();
-         Object              result = handler.handle(api, body);
-         if(result != null)
-         {
-            context.contentType(ContentType.APPLICATION_JSON);
-            context.result(JsonUtils.toJsonCustomized(result, builder -> builder.serializationInclusion(JsonInclude.Include.ALWAYS)));
-         }
-      }
-      catch(Exception e)
-      {
-         handleException(context, e);
-      }
-      finally
-      {
-         QContext.clear();
-      }
-   }
-
-
-
-   /*******************************************************************************
-    ** POST /conversations/{id}/turns
-    *******************************************************************************/
-   private void startTurn(Context context)
-   {
-      RunningTurn turn;
-      try
-      {
-         AssistantApi api = api(context);
-         turn = api.startTurn(pathInt(context, "id"), readJsonBody(context));
-      }
-      catch(Exception e)
-      {
-         handleException(context, e);
-         QContext.clear();
-         return;
-      }
-      QContext.clear();
-      streamLive(context, turn.getLog(), 0);
-   }
-
-
-
-   /*******************************************************************************
-    ** GET /turns/{turnId}/events?after=
-    *******************************************************************************/
-   private void turnEvents(Context context)
-   {
-      Integer      turnId;
-      int          after;
-      AssistantApi api;
-      AssistantApi.TurnEvents events;
-      try
-      {
-         api = api(context);
-         turnId = pathInt(context, "turnId");
-         Integer afterParam = queryInt(context, "after");
-         after = afterParam == null ? 0 : Math.max(0, afterParam);
-         events = api.turnEvents(turnId, after);
-      }
-      catch(Exception e)
-      {
-         handleException(context, e);
-         QContext.clear();
-         return;
-      }
-
-      if(events.live() != null)
-      {
-         QContext.clear();
-         streamLive(context, events.live().getLog(), after);
-         return;
-      }
-
-      ///////////////////////////////////////////////////////////////////////
-      // persisted events; if the turn still runs on another replica, poll //
-      ///////////////////////////////////////////////////////////////////////
-      try
-      {
-         OutputStream out       = startStream(context);
-         int          last      = after;
-         long         lastWrite = System.currentTimeMillis();
-         long         giveUpAt  = System.currentTimeMillis() + (api.maxTurnSeconds() + 60L) * 1000L;
-         AssistantApi.TurnEvents current = events;
-         while(true)
-         {
-            boolean ended = false;
-            for(TurnEvent event : current.persisted())
-            {
-               write(out, event.toSseFrame());
-               last = event.getSeq();
-               lastWrite = System.currentTimeMillis();
-               ended |= event.isTerminal();
-            }
-            if(ended || (current.finished() && !current.more()) || System.currentTimeMillis() > giveUpAt)
-            {
-               return;
-            }
-            if(!current.more())
-            {
-               Thread.sleep(REMOTE_POLL_MS);
-            }
-            if(System.currentTimeMillis() - lastWrite >= pingMillis)
-            {
-               write(out, ping());
-               lastWrite = System.currentTimeMillis();
-            }
-            current = api.turnEvents(turnId, last);
-            if(current.live() != null)
-            {
-               QContext.clear();
-               writeLive(out, current.live().getLog(), last);
-               return;
-            }
-         }
-      }
-      catch(IOException e)
-      {
-         LOG.debug("Assistant event stream closed by the client", logPair("turnId", turnId));
-      }
-      catch(InterruptedException e)
-      {
-         Thread.currentThread().interrupt();
-      }
-      catch(Exception e)
-      {
-         LOG.warn("Assistant event replay failed", e, logPair("turnId", turnId));
-      }
-      finally
-      {
-         QContext.clear();
-      }
-   }
-
-
-
-   /*******************************************************************************
-    ** Stream a live log from a sequence number until message.end.
-    *******************************************************************************/
-   private void streamLive(Context context, TurnEventLog log, int after)
-   {
-      try
-      {
-         writeLive(startStream(context), log, after);
-      }
-      catch(IOException e)
-      {
-         LOG.debug("Assistant stream closed by the client (the turn continues)");
-      }
-      catch(InterruptedException e)
-      {
-         Thread.currentThread().interrupt();
-      }
-   }
-
-
-
-   /*******************************************************************************
-    **
-    *******************************************************************************/
-   private void writeLive(OutputStream out, TurnEventLog log, int after) throws IOException, InterruptedException
-   {
-      int last = after;
-      while(true)
-      {
-         List<TurnEvent> events = log.after(last, pingMillis);
-         if(events.isEmpty())
-         {
-            if(log.isClosed())
-            {
-               return;
-            }
-            write(out, ping());
-            continue;
-         }
-         for(TurnEvent event : events)
-         {
-            write(out, event.toSseFrame());
-            last = event.getSeq();
-            if(event.isTerminal())
-            {
-               return;
-            }
-         }
-      }
-   }
-
-
-
-   /*******************************************************************************
-    ** Start an SSE response.
-    *******************************************************************************/
-   private static OutputStream startStream(Context context) throws IOException
-   {
-      context.status(200);
-      context.disableCompression();
-      context.res().setContentType("text/event-stream; charset=utf-8");
-      context.res().setHeader("Cache-Control", "no-cache");
-      context.res().setHeader("X-Accel-Buffering", "no");
-      context.res().setHeader("Connection", "keep-alive");
-      OutputStream out = context.res().getOutputStream();
-      out.flush();
-      return (out);
-   }
-
-
-
-   /*******************************************************************************
-    **
-    *******************************************************************************/
-   private static void write(OutputStream out, String frame) throws IOException
-   {
-      out.write(frame.getBytes(StandardCharsets.UTF_8));
-      out.flush();
-   }
-
-
-
-   /*******************************************************************************
-    **
-    *******************************************************************************/
-   private static String ping()
-   {
-      return ("event: " + TurnEvent.PING + "\ndata: {}\n\n");
-   }
-
-
-
-   /*******************************************************************************
-    ** Session + API for a request. 404 when the QBit is not in the instance.
-    *******************************************************************************/
-   private AssistantApi api(Context context) throws Exception
-   {
-      AssistantRuntime runtime = AssistantRuntime.of(qInstance);
-      if(runtime == null)
-      {
-         throw (new AssistantApiException(404, "The assistant is not installed."));
-      }
-      ////////////////////////////////////////////////////////////////////
-      // the tools call /qqq/v1 on this server: remember its local port //
-      ////////////////////////////////////////////////////////////////////
-      try
-      {
-         runtime.learnLocalPort(context.req().getLocalPort());
-      }
-      catch(RuntimeException e)
-      {
-         LOG.debug("Could not read the local port", e);
-      }
-      QSession session = ExecutorSessionUtils.setupSession(context, qInstance);
-      return (new AssistantApi(runtime, session));
-   }
-
-
-
-   /*******************************************************************************
-    ** Map errors: API errors with their status, others through QQQ's handler
-    ** (401 / 403 / 404 / 500).
-    *******************************************************************************/
-   private static void handleException(Context context, Exception e)
-   {
-      if(e instanceof AssistantApiException apiException)
-      {
-         Map<String, Object> body = new LinkedHashMap<>();
-         body.put("error", apiException.getMessage());
-         if(apiException.getCode() != null)
-         {
-            body.put("code", apiException.getCode());
-         }
-         context.status(apiException.getStatus());
-         context.contentType(ContentType.APPLICATION_JSON);
-         context.result(JsonUtils.toJson(body));
-         return;
-      }
-      if(!(e instanceof QException))
-      {
-         LOG.warn("Assistant request failed", e);
-      }
-      QJavalinUtils.handleException(null, context, e);
-   }
-
-
-
-   /*******************************************************************************
-    ** A JSON object body (empty body = empty object).
-    *******************************************************************************/
-   static Map<String, Object> readJsonBody(Context context) throws AssistantApiException
-   {
-      String body = context.body();
-      if(!StringUtils.hasContent(body))
-      {
-         return (new LinkedHashMap<>());
-      }
-
-      String contentType = context.contentType();
-      if(contentType == null || !contentType.toLowerCase().startsWith("application/json"))
-      {
-         throw (new AssistantApiException(400, "Request bodies must be JSON (Content-Type: application/json)."));
-      }
-
-      try
-      {
-         Map<String, Object> map = JsonUtils.toObject(body, new TypeReference<Map<String, Object>>() {}, mapper -> mapper.enable(DeserializationFeature.USE_BIG_DECIMAL_FOR_FLOATS));
-         return (map == null ? new LinkedHashMap<>() : map);
-      }
-      catch(Exception e)
-      {
-         throw (new AssistantApiException(400, "The request body is not a JSON object."));
-      }
-   }
-
-
-
-   /*******************************************************************************
-    **
-    *******************************************************************************/
-   private static Integer pathInt(Context context, String name) throws AssistantApiException
-   {
-      try
-      {
-         return (Integer.parseInt(context.pathParam(name)));
-      }
-      catch(NumberFormatException e)
-      {
-         throw (new AssistantApiException(400, name + " must be an integer."));
-      }
-   }
-
-
-
-   /*******************************************************************************
-    **
-    *******************************************************************************/
-   private static Integer queryInt(Context context, String name) throws AssistantApiException
-   {
-      String value = context.queryParam(name);
-      if(!StringUtils.hasContent(value))
-      {
-         return (null);
-      }
-      try
-      {
-         return (Integer.parseInt(value.trim()));
-      }
-      catch(NumberFormatException e)
-      {
-         throw (new AssistantApiException(400, name + " must be an integer."));
-      }
-   }
-
-
-
-   /*******************************************************************************
-    ** One JSON endpoint's work.
-    *******************************************************************************/
-   @FunctionalInterface
-   private interface Handler
-   {
-      /*******************************************************************************
-       **
-       *******************************************************************************/
-      Object handle(AssistantApi api, Map<String, Object> body) throws Exception;
    }
 
 }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/api/AssistantRoutes.java

@@ -19,7 +19,9 @@ package com.kingsrook.qbits.assistant.api;
 
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
 import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReference;
+import com.kingsrook.qbits.assistant.api.specs.AssistantSpecs;
 import com.kingsrook.qqq.backend.core.utils.CollectionUtils;
+import com.kingsrook.qqq.middleware.javalin.specs.extensions.MiddlewareSpecExtensionsMetaData;
 import com.kingsrook.qqq.middleware.javalin.QJavalinMetaData;
 
 
@@ -43,6 +45,16 @@ public class AssistantRoutes
       {
          javalinMetaData.withAdditionalRouteProviderReference(new QCodeReference(AssistantRouteProvider.class));
       }
+
+      ////////////////////////////////////////////////////////////////////
+      // the endpoints: the spec'd "assistant" UI API extension         //
+      ////////////////////////////////////////////////////////////////////
+      MiddlewareSpecExtensionsMetaData extensions = MiddlewareSpecExtensionsMetaData.ofOrWithNew(qInstance);
+      boolean hasExtension = extensions.getExtensions() != null && extensions.getExtensions().containsKey(AssistantSpecs.EXTENSION_NAME);
+      if(!hasExtension)
+      {
+         extensions.withExtension(AssistantSpecs.extension());
+      }
    }
 
 }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/api/TurnStreams.java

@@ -0,0 +1,222 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.api;
+
+
+import java.io.IOException;
+import java.io.OutputStream;
+import java.nio.charset.StandardCharsets;
+import java.util.List;
+import com.kingsrook.qbits.assistant.engine.TurnEvent;
+import com.kingsrook.qbits.assistant.engine.TurnEventLog;
+import com.kingsrook.qqq.backend.core.logging.QLogger;
+import io.javalin.http.Context;
+import static com.kingsrook.qqq.backend.core.logging.LogUtils.logPair;
+
+
+/*******************************************************************************
+ ** Writes a turn's events as server-sent events: the live log of a turn
+ ** running here, or the persisted events (polling while the turn runs on
+ ** another replica), with a ping every pingMillis while idle.
+ *******************************************************************************/
+public final class TurnStreams
+{
+   private static final QLogger LOG = QLogger.getLogger(TurnStreams.class);
+
+   public static final long PING_MILLIS    = 15_000;
+   public static final long REMOTE_POLL_MS = 1_000;
+
+   private static volatile long pingMillis = PING_MILLIS;
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private TurnStreams()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** The ping interval (tests use a short one).
+    *******************************************************************************/
+   public static void setPingMillis(long millis)
+   {
+      pingMillis = millis;
+   }
+
+
+
+   /*******************************************************************************
+    ** Stream a live log from a sequence number until message.end.
+    *******************************************************************************/
+   public static void streamLive(Context context, TurnEventLog log, int after)
+   {
+      try
+      {
+         writeLive(startStream(context), log, after);
+      }
+      catch(IOException e)
+      {
+         LOG.debug("Assistant stream closed by the client (the turn continues)");
+      }
+      catch(InterruptedException e)
+      {
+         Thread.currentThread().interrupt();
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Stream the events of a turn after a sequence number: live when it runs
+    ** here, else the persisted ones (polling while it runs elsewhere). The
+    ** caller's QContext (session) must be set: the replay reads the store.
+    *******************************************************************************/
+   public static void streamEvents(Context context, AssistantApi api, Integer turnId, int after, AssistantApi.TurnEvents first)
+   {
+      if(first.live() != null)
+      {
+         streamLive(context, first.live().getLog(), after);
+         return;
+      }
+      try
+      {
+         OutputStream out       = startStream(context);
+         int          last      = after;
+         long         lastWrite = System.currentTimeMillis();
+         long         giveUpAt  = System.currentTimeMillis() + (api.maxTurnSeconds() + 60L) * 1000L;
+         AssistantApi.TurnEvents current = first;
+         while(true)
+         {
+            boolean ended = false;
+            for(TurnEvent event : current.persisted())
+            {
+               write(out, event.toSseFrame());
+               last = event.getSeq();
+               lastWrite = System.currentTimeMillis();
+               ended |= event.isTerminal();
+            }
+            if(ended || (current.finished() && !current.more()) || System.currentTimeMillis() > giveUpAt)
+            {
+               return;
+            }
+            if(!current.more())
+            {
+               Thread.sleep(REMOTE_POLL_MS);
+            }
+            if(System.currentTimeMillis() - lastWrite >= pingMillis)
+            {
+               write(out, ping());
+               lastWrite = System.currentTimeMillis();
+            }
+            current = api.turnEvents(turnId, last);
+            if(current.live() != null)
+            {
+               writeLive(out, current.live().getLog(), last);
+               return;
+            }
+         }
+      }
+      catch(IOException e)
+      {
+         LOG.debug("Assistant event stream closed by the client", logPair("turnId", turnId));
+      }
+      catch(InterruptedException e)
+      {
+         Thread.currentThread().interrupt();
+      }
+      catch(Exception e)
+      {
+         LOG.warn("Assistant event replay failed", e, logPair("turnId", turnId));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private static void writeLive(OutputStream out, TurnEventLog log, int after) throws IOException, InterruptedException
+   {
+      int last = after;
+      while(true)
+      {
+         List<TurnEvent> events = log.after(last, pingMillis);
+         if(events.isEmpty())
+         {
+            if(log.isClosed())
+            {
+               return;
+            }
+            write(out, ping());
+            continue;
+         }
+         for(TurnEvent event : events)
+         {
+            write(out, event.toSseFrame());
+            last = event.getSeq();
+            if(event.isTerminal())
+            {
+               return;
+            }
+         }
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Start an SSE response.
+    *******************************************************************************/
+   private static OutputStream startStream(Context context) throws IOException
+   {
+      context.status(200);
+      context.disableCompression();
+      context.res().setContentType("text/event-stream; charset=utf-8");
+      context.res().setHeader("Cache-Control", "no-cache");
+      context.res().setHeader("X-Accel-Buffering", "no");
+      context.res().setHeader("Connection", "keep-alive");
+      OutputStream out = context.res().getOutputStream();
+      out.flush();
+      return (out);
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private static void write(OutputStream out, String frame) throws IOException
+   {
+      out.write(frame.getBytes(StandardCharsets.UTF_8));
+      out.flush();
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private static String ping()
+   {
+      return ("event: " + TurnEvent.PING + "\ndata: {}\n\n");
+   }
+
+}

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/classification/ClassificationSource.java

@@ -22,11 +22,12 @@ package com.kingsrook.qbits.assistant.classification;
 
 
 import java.util.Collection;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
 import com.kingsrook.qqq.backend.core.context.QContext;
 
 
 /*******************************************************************************
- ** Host seam for table and field classifications; a core metadata adapter can replace the configured source.
+ ** Host seam for table and field classifications; the default reads core metadata merged with configuration.
  *******************************************************************************/
 public interface ClassificationSource
 {
@@ -63,7 +64,7 @@ public interface ClassificationSource
       DataClassification result = DataClassification.PUBLIC;
       for(String field : fields)
       {
-         result = DataClassification.max(result, field == null || "*".equals(field) ? highest(table) : ofField(table, field));
+         result = Classifications.max(result, field == null || "*".equals(field) ? highest(table) : ofField(table, field));
       }
       return (result);
    }
@@ -80,7 +81,7 @@ public interface ClassificationSource
       {
          if(!table.startsWith("assistant_"))
          {
-            result = DataClassification.max(result, highest(table));
+            result = Classifications.max(result, highest(table));
          }
       }
       return (result);

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/classification/Classifications.java

@@ -1,15 +1,11 @@
 /*
- * QQQ - Low-code Application Framework for Engineers.
- * Copyright (C) 2026.  Kingsrook, LLC
- * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
- * contact@kingsrook.com
- * https://github.com/Kingsrook/
+ * Copyright 2026 Kingsrook, LLC
  *
  * Licensed under the Apache License, Version 2.0 (the "License");
  * you may not use this file except in compliance with the License.
  * You may obtain a copy of the License at
  *
- *     https://www.apache.org/licenses/LICENSE-2.0
+ *     http://www.apache.org/licenses/LICENSE-2.0
  *
  * Unless required by applicable law or agreed to in writing, software
  * distributed under the License is distributed on an "AS IS" BASIS,
@@ -21,24 +17,31 @@
 package com.kingsrook.qbits.assistant.classification;
 
 
-
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
 
 
 /*******************************************************************************
- ** Stand-in for core DataClassification (QRun-IO/qqq#1142); replace when the qbit builds on an RC that has it.
+ ** The assistant's conventions over core's {@link DataClassification}: an
+ ** absent classification is PUBLIC, and a stored level this version does not
+ ** know is treated as PHI (fail conservative).
  *******************************************************************************/
-public enum DataClassification
+public final class Classifications
 {
-   PUBLIC, CONFIDENTIAL, PII, PHI;
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private Classifications()
+   {
+   }
 
 
 
    /*******************************************************************************
-    ** Whether this classification is at least the supplied level; null means PUBLIC.
+    ** The level, or PUBLIC when absent.
     *******************************************************************************/
-   public boolean isAtLeast(DataClassification other)
+   public static DataClassification orPublic(DataClassification classification)
    {
-      return (ordinal() >= (other == null ? PUBLIC : other).ordinal());
+      return (classification == null ? DataClassification.PUBLIC : classification);
    }
 
 
@@ -48,9 +51,7 @@ public enum DataClassification
     *******************************************************************************/
    public static DataClassification max(DataClassification left, DataClassification right)
    {
-      DataClassification a = left == null ? PUBLIC : left;
-      DataClassification b = right == null ? PUBLIC : right;
-      return (a.isAtLeast(b) ? a : b);
+      return (DataClassification.max(orPublic(left), orPublic(right)));
    }
 
 
@@ -62,15 +63,15 @@ public enum DataClassification
    {
       if(value == null)
       {
-         return (PUBLIC);
+         return (DataClassification.PUBLIC);
       }
       try
       {
-         return (valueOf(value));
+         return (DataClassification.valueOf(value));
       }
       catch(IllegalArgumentException e)
       {
-         return (PHI);
+         return (DataClassification.PHI);
       }
    }
 }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/classification/ConfiguredClassificationSource.java

@@ -23,12 +23,21 @@ package com.kingsrook.qbits.assistant.classification;
 
 import java.util.LinkedHashMap;
 import java.util.Map;
+import com.kingsrook.qqq.backend.core.actions.ai.AiDataClassifications;
+import com.kingsrook.qqq.backend.core.actions.ai.AiFieldMetaData;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
 import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
 
 
 /*******************************************************************************
- ** Default classification source for RCs without core classification metadata.
+ ** The default classification source: core's AI classification metadata
+ ** (AiTableMetaData / AiFieldMetaData, via AiDataClassifications) merged with
+ ** the classifications configured on the qbit. A configured value wins when
+ ** both are set; a field falls back to its own core classification, then to
+ ** its table's; anything unclassified (and the assistant's own tables) is
+ ** PUBLIC.
  *******************************************************************************/
 public class ConfiguredClassificationSource implements ClassificationSource
 {
@@ -71,7 +80,7 @@ public class ConfiguredClassificationSource implements ClassificationSource
    @Override
    public DataClassification ofTable(String table)
    {
-      return (table == null || table.startsWith("assistant_") ? DataClassification.PUBLIC : DataClassification.max(null, tables.get(table)));
+      return (table == null || table.startsWith("assistant_") ? DataClassification.PUBLIC : Classifications.max(null, tables.get(table)));
    }
 
 
@@ -87,11 +96,28 @@ public class ConfiguredClassificationSource implements ClassificationSource
          return (DataClassification.PUBLIC);
       }
       DataClassification value = field == null ? null : fields.getOrDefault(table, Map.of()).get(field);
+      if(value == null)
+      {
+         QTableMetaData metadata = coreTable(table);
+         AiFieldMetaData coreField = metadata == null || metadata.getFields() == null || field == null ? null : AiFieldMetaData.of(metadata.getFields().get(field));
+         value = coreField == null ? null : coreField.getClassification();
+      }
       return (value == null ? ofTable(table) : value);
    }
 
 
 
+   /*******************************************************************************
+    ** The table's core metadata, or null (no instance in context, or unknown).
+    *******************************************************************************/
+   private static QTableMetaData coreTable(String table)
+   {
+      QInstance qInstance = QContext.getQInstance();
+      return (qInstance == null ? null : qInstance.getTable(table));
+   }
+
+
+
    /*******************************************************************************
     ** Resolve all field names from the current instance, also retaining configured overrides.
     *******************************************************************************/
@@ -108,12 +134,12 @@ public class ConfiguredClassificationSource implements ClassificationSource
       {
          for(String field : metadata.getFields().keySet())
          {
-            result = DataClassification.max(result, ofField(table, field));
+            result = Classifications.max(result, ofField(table, field));
          }
       }
       for(DataClassification value : fields.getOrDefault(table, Map.of()).values())
       {
-         result = DataClassification.max(result, value);
+         result = Classifications.max(result, value);
       }
       return (result);
    }
@@ -129,11 +155,11 @@ public class ConfiguredClassificationSource implements ClassificationSource
       DataClassification result = ClassificationSource.super.highestAnywhere();
       for(String table : tables.keySet())
       {
-         result = DataClassification.max(result, highest(table));
+         result = Classifications.max(result, highest(table));
       }
       for(String table : fields.keySet())
       {
-         result = DataClassification.max(result, highest(table));
+         result = Classifications.max(result, highest(table));
       }
       return (result);
    }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/email/AssistantEmail.java

@@ -0,0 +1,111 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2026.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.email;
+
+
+import com.kingsrook.qbits.assistant.AssistantQBitConfig;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
+
+
+/*******************************************************************************
+ ** Email delivery of a scheduled task's result, when the optional qbit-email
+ ** is present. This class names no qbit-email type, so it loads without the
+ ** jar; the adapter (AssistantEmailSender) is only loaded after the guard passes.
+ **
+ ** Hosts can call sendScheduledResult after a run; the scheduled-task runner
+ ** does not yet wire email delivery. The gates below apply to every call:
+ ** the task opted in, the host approved EXTERNAL delivery
+ ** (AssistantQBitConfig.getEmailExternalApproved, until the approval rule
+ ** exists), and there is a recipient address.
+ *******************************************************************************/
+public final class AssistantEmail
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private AssistantEmail()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Whether qbit-email is on the classpath and produced in this instance.
+    *******************************************************************************/
+   public static boolean isAvailable(QInstance qInstance)
+   {
+      try
+      {
+         Class.forName("com.kingsrook.qbits.email.outbox.EmailService");
+      }
+      catch(ClassNotFoundException | LinkageError e)
+      {
+         return (false);
+      }
+      return (AssistantEmailSender.isInstalled(qInstance));
+   }
+
+
+
+   /*******************************************************************************
+    ** Email a finished scheduled run to its owner, if the task opted in and
+    ** every gate allows it. A missing email qbit is not an error; the status
+    ** says what happened.
+    *******************************************************************************/
+   public static ScheduledEmailStatus sendScheduledResult(QInstance qInstance, AssistantQBitConfig config, ScheduledResultNotice notice) throws QException
+   {
+      if(notice == null || !notice.emailResult())
+      {
+         return (ScheduledEmailStatus.NOT_REQUESTED);
+      }
+      if(!isAvailable(qInstance))
+      {
+         return (ScheduledEmailStatus.NOT_AVAILABLE);
+      }
+      if(!Boolean.TRUE.equals(config.getEmailExternalApproved()))
+      {
+         return (ScheduledEmailStatus.NOT_APPROVED);
+      }
+      String recipient = recipient(config, notice.ownerUserId());
+      if(recipient == null)
+      {
+         return (ScheduledEmailStatus.NO_RECIPIENT);
+      }
+      return (AssistantEmailSender.send(notice, recipient));
+   }
+
+
+
+   /*******************************************************************************
+    ** The owner's address: the host's resolver, else the owner id when it is
+    ** itself an address. Null when there is none.
+    *******************************************************************************/
+   static String recipient(AssistantQBitConfig config, String ownerUserId)
+   {
+      if(ownerUserId == null || ownerUserId.isBlank())
+      {
+         return (null);
+      }
+      String address = config.getEmailRecipientResolver() != null ? config.getEmailRecipientResolver().apply(ownerUserId) : (ownerUserId.contains("@") ? ownerUserId : null);
+      return (address == null || address.isBlank() ? null : address.trim());
+   }
+}

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/email/AssistantEmailSender.java

@@ -0,0 +1,158 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2026.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.email;
+
+
+import java.io.Serializable;
+import java.util.LinkedHashMap;
+import java.util.Map;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.outbox.EmailCategory;
+import com.kingsrook.qbits.email.outbox.EmailRequest;
+import com.kingsrook.qbits.email.outbox.EmailSendResult;
+import com.kingsrook.qbits.email.outbox.EmailService;
+import com.kingsrook.qbits.email.template.EmailTemplateDefinition;
+import com.kingsrook.qbits.email.template.EmailTemplates;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
+
+
+/*******************************************************************************
+ ** The only class that touches qbit-email. Registers the scheduled-result
+ ** template on first use (never overwriting edits) and queues one message per
+ ** recipient. Addresses, summaries and bodies are never logged.
+ *******************************************************************************/
+final class AssistantEmailSender
+{
+   static final String TEMPLATE_NAME   = "assistant_scheduled_result";
+   static final String SECURE_TEMPLATE = "email_secure_message";
+   static final String SENDER_QBIT     = "assistant";
+   static final String SENDER_PROCESS  = "assistantScheduledTask";
+
+   private static final int MAX_SUMMARY = 280;
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private AssistantEmailSender()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Whether the email qbit is produced in this instance.
+    *******************************************************************************/
+   static boolean isInstalled(QInstance qInstance)
+   {
+      return (EmailRuntime.config(qInstance) != null);
+   }
+
+
+
+   /*******************************************************************************
+    ** Queue one message to one recipient. A result classified above PUBLIC
+    ** sends only the link, with the secure-message pattern.
+    *******************************************************************************/
+   static ScheduledEmailStatus send(ScheduledResultNotice notice, String recipient) throws QException
+   {
+      boolean linkOnly = notice.classification() != null && notice.classification().isAtLeast(DataClassification.CONFIDENTIAL);
+
+      EmailRequest request = new EmailRequest().withTo(recipient)
+         .withIdempotencyKey("assistant:scheduled:" + notice.runId())
+         .withLinkedRecord(notice.runTable(), notice.runId())
+         .withSender(SENDER_QBIT, SENDER_PROCESS);
+
+      Map<String, Serializable> variables = new LinkedHashMap<>();
+      variables.put("link", notice.link());
+      if(linkOnly)
+      {
+         request.withTemplateName(SECURE_TEMPLATE);
+      }
+      else
+      {
+         ensureTemplate();
+         request.withTemplateName(TEMPLATE_NAME);
+         variables.put("taskName", notice.taskName());
+         variables.put("runTime", notice.runTime() == null ? null : notice.runTime().toString());
+         variables.put("summary", summary(notice.summary()));
+      }
+      request.withVariables(variables);
+
+      return (map(EmailService.send(request)));
+   }
+
+
+
+   /*******************************************************************************
+    ** One line, cut short; the full model output never goes in an email.
+    *******************************************************************************/
+   static String summary(String value)
+   {
+      if(value == null)
+      {
+         return (null);
+      }
+      String oneLine = value.replaceAll("\\s+", " ").trim();
+      return (oneLine.length() <= MAX_SUMMARY ? oneLine : oneLine.substring(0, MAX_SUMMARY - 3) + "...");
+   }
+
+
+
+   /*******************************************************************************
+    ** Outbox result to the qbit's own vocabulary.
+    *******************************************************************************/
+   private static ScheduledEmailStatus map(EmailSendResult result)
+   {
+      return (switch(result.status())
+      {
+         case QUEUED -> ScheduledEmailStatus.QUEUED;
+         case DUPLICATE -> ScheduledEmailStatus.DUPLICATE;
+         case SUPPRESSED -> ScheduledEmailStatus.SUPPRESSED;
+         case REFUSED -> ScheduledEmailStatus.REFUSED;
+      });
+   }
+
+
+
+   /*******************************************************************************
+    ** Register the NOTIFICATION template once; an existing template is left alone.
+    *******************************************************************************/
+   static void ensureTemplate() throws QException
+   {
+      EmailTemplates.ensure(new EmailTemplateDefinition()
+         .withName(TEMPLATE_NAME)
+         .withLabel("Assistant scheduled task result")
+         .withCategory(EmailCategory.NOTIFICATION)
+         .withKind("MARKDOWN")
+         .withOwnerQbit(SENDER_QBIT)
+         .withSubject("Assistant task result: {{taskName}}")
+         .withBody("Your scheduled assistant task **{{taskName}}** finished at {{runTime}}.\n\n{{summary}}\n\n[Open the run]({{link}}){.button}")
+         .withVariable("taskName", "Task name", "STRING", true, "CONFIDENTIAL")
+         .withVariable("runTime", "Run time", "DATE_TIME", true, "PUBLIC")
+         .withVariable("summary", "Short summary", "STRING", false, "CONFIDENTIAL")
+         .withVariable("link", "Link to the run", "URL", true, "PUBLIC")
+         .withSampleVariables("{\"taskName\":\"Weekly review\",\"runTime\":\"2026-10-12T09:00:00Z\",\"summary\":\"Three items need attention.\",\"link\":\"https://app.example.com/app/assistant_run/1\"}"));
+   }
+}

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/email/ScheduledEmailStatus.java

@@ -0,0 +1,38 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2026.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.email;
+
+
+/*******************************************************************************
+ ** Outcome of trying to email a scheduled task's result. The first four mean
+ ** nothing was queued and why; the rest mirror the outbox result.
+ *******************************************************************************/
+public enum ScheduledEmailStatus
+{
+   NOT_REQUESTED,
+   NOT_AVAILABLE,
+   NOT_APPROVED,
+   NO_RECIPIENT,
+   QUEUED,
+   DUPLICATE,
+   SUPPRESSED,
+   REFUSED
+}

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/email/ScheduledResultNotice.java

@@ -0,0 +1,46 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2026.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.email;
+
+
+import java.time.Instant;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
+
+
+/*******************************************************************************
+ ** What the scheduled-task runner knows about one finished run, for the
+ ** result email. The full model output is deliberately not part of it: only a
+ ** short summary, and only when the result is classified PUBLIC.
+ **
+ ** @param runTable      the table holding the run record (the email's linked record)
+ ** @param runId         the run's id (also the idempotency key)
+ ** @param taskName      the scheduled task's name
+ ** @param runTime       when the run finished
+ ** @param summary       a short summary (cut to 280 characters; never the model output)
+ ** @param classification the result's classification; null means PUBLIC
+ ** @param ownerUserId   the task owner's user id (the way the qbit identifies users)
+ ** @param emailResult   whether the task opted in to email delivery
+ ** @param link          absolute link to the run record in the app
+ *******************************************************************************/
+public record ScheduledResultNotice(String runTable, Object runId, String taskName, Instant runTime, String summary, DataClassification classification,
+                                    String ownerUserId, boolean emailResult, String link)
+{
+}

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/ConnectionTest.java

@@ -31,6 +31,8 @@ import com.kingsrook.qbits.assistant.provider.ModelRequest;
 import com.kingsrook.qbits.assistant.provider.ModelResponse;
 import com.kingsrook.qbits.assistant.provider.RegistryModelProvider;
 import com.kingsrook.qbits.assistant.provider.StreamHandle;
+import com.kingsrook.qbits.assistant.rag.EmbeddingService;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 
@@ -209,10 +211,17 @@ public final class ConnectionTest
          {
             throw (new ProviderService.ProviderSetupException("The model's provider no longer exists."));
          }
-         AssistantProviderType type = runtime.getConfig().getProviderTypes().get(row.getProviderType());
-         var settings = runtime.getProviderService().settings(row);
-         var provider = new RegistryModelProvider(type.create(settings), model);
-         result = call(runtime, new ProviderService.Active(row, row.getProviderType(), model.getModelId(), provider), userId);
+         if(!model.isChat())
+         {
+            result = testEmbedding(runtime, model);
+         }
+         else
+         {
+            AssistantProviderType type = runtime.getConfig().getProviderTypes().get(row.getProviderType());
+            var settings = runtime.getProviderService().settings(row);
+            var provider = new RegistryModelProvider(type.create(settings), model);
+            result = call(runtime, new ProviderService.Active(row, row.getProviderType(), model.getModelId(), provider), userId);
+         }
       }
       catch(ProviderService.ProviderSetupException e)
       {
@@ -226,6 +235,27 @@ public final class ConnectionTest
 
 
 
+   /*******************************************************************************
+    ** An embedding model is tested with embeddings, never a chat completion.
+    ** The normal embedding budget, eligibility and usage rules still apply.
+    *******************************************************************************/
+   private static Result testEmbedding(AssistantRuntime runtime, AssistantModel model)
+   {
+      Long started = System.nanoTime();
+      try
+      {
+         new EmbeddingService(runtime).embed(model.getId(), List.of("Connection test."),
+            DataClassification.PUBLIC, "", null, null);
+         return (new Result(STATUS_OK, (int) ((System.nanoTime() - started) / 1_000_000), model.getModelId(), null));
+      }
+      catch(QException e)
+      {
+         return (new Result(STATUS_ERROR, null, model.getModelId(), e.getMessage()));
+      }
+   }
+
+
+
 
    /*******************************************************************************
     ** Map the provider error category.

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/ContextBuilder.java

@@ -34,10 +34,13 @@ import com.kingsrook.qbits.assistant.provider.ModelPart;
 import com.kingsrook.qbits.assistant.provider.ModelRequest;
 import com.kingsrook.qbits.assistant.provider.ModelToolDefinition;
 import com.kingsrook.qbits.assistant.provider.SystemBlock;
+import com.kingsrook.qbits.assistant.tools.KnowledgeTool;
 import com.kingsrook.qbits.assistant.tools.PresentResultsTool;
+import com.kingsrook.qbits.assistant.tools.bulkload.BulkLoadTools;
 import com.kingsrook.qbits.assistant.tools.UiApiToolbox;
 import com.kingsrook.qqq.backend.core.actions.ai.AiToolDefinition;
 import com.kingsrook.qqq.backend.core.actions.ai.AiToolKernel;
+import com.kingsrook.qqq.backend.core.context.QContext;
 import com.kingsrook.qqq.backend.core.model.session.QSession;
 import com.kingsrook.qqq.backend.core.utils.JsonUtils;
 import com.kingsrook.qqq.backend.core.utils.StringUtils;
@@ -64,11 +67,14 @@ public class ContextBuilder
 
    public static final int MAX_CONTEXT_CHARS = 512;
    public static final int MAX_SELECTED_IDS  = 100;
+   public static final int MAX_ATTACHMENTS   = 5;
 
    private final AssistantQBitConfig config;
    private final AiToolKernel        kernel;
    private final UiApiToolbox        toolbox;
    private volatile String           appDigest;
+   private KnowledgeTool knowledgeTool;
+   private BulkLoadTools bulkLoadTools;
 
 
 
@@ -100,6 +106,16 @@ public class ContextBuilder
     ** kernel's navigate and search_help.
     *******************************************************************************/
    public List<ModelToolDefinition> tools(PolicyService.ToolPolicy policy)
+   {
+      return (tools(policy, null));
+   }
+
+
+
+   /*******************************************************************************
+    ** Attribute tool-discovery requests to the turn that needs them.
+    *******************************************************************************/
+   private List<ModelToolDefinition> tools(PolicyService.ToolPolicy policy, String turnId)
    {
       Map<String, ModelToolDefinition> byName = new TreeMap<>();
       for(ModelToolDefinition definition : toolbox.definitions(policy, toolbox.anyWritableTable()))
@@ -117,7 +133,18 @@ public class ContextBuilder
                .withStrict(isStrict(definition.getName(), !Boolean.FALSE.equals(definition.getStrict()))));
          }
       }
+      if(knowledgeTool != null && knowledgeTool.offered(policy, QContext.getQSession(), turnId))
+      {
+         byName.put(KnowledgeTool.NAME, knowledgeTool.definition());
+      }
       byName.put(PresentResultsTool.NAME, PresentResultsTool.definition(isStrict(PresentResultsTool.NAME, true)));
+      if(bulkLoadTools != null && bulkLoadTools.offered())
+      {
+         for(ModelToolDefinition definition : bulkLoadTools.definitions(policy, toolbox.anyWritableTable()))
+         {
+            byName.put(definition.getName(), definition);
+         }
+      }
       return (new ArrayList<>(byName.values()));
    }
 
@@ -199,12 +226,23 @@ public class ContextBuilder
     *******************************************************************************/
    public ModelRequest build(QSession session, String model, String effort, List<AssistantMessage> history, String userText, Map<String, Object> pageContext, PolicyService.ToolPolicy toolPolicy,
       String profileInstructions)
+   {
+      return (build(session, model, effort, history, userText, pageContext, toolPolicy, profileInstructions, null));
+   }
+
+
+
+   /*******************************************************************************
+    ** Include the turn in any UI API calls needed to discover available tools.
+    *******************************************************************************/
+   public ModelRequest build(QSession session, String model, String effort, List<AssistantMessage> history, String userText, Map<String, Object> pageContext, PolicyService.ToolPolicy toolPolicy,
+      String profileInstructions, String turnId)
    {
       ModelRequest request = new ModelRequest()
          .withModel(model)
          .withEffort(effort)
          .withMaxTokens(config.getModels().getMainMaxOutputTokens())
-         .withTools(tools(toolPolicy));
+         .withTools(tools(toolPolicy, turnId));
 
       request.getSystem().add(new SystemBlock(SystemPrompt.staticBlock(appDigest()), CacheHint.LONG));
       request.getSystem().add(new SystemBlock(userBlock(session) + (StringUtils.hasContent(profileInstructions) ? "\n" + profileInstructions : ""), CacheHint.SHORT));
@@ -345,6 +383,32 @@ public class ContextBuilder
          }
       }
 
+      ////////////////////////////////////////////////////////////////////
+      // files the user attached in the panel (already uploaded through  //
+      // the UI API as the user): only their opaque refs and names       //
+      ////////////////////////////////////////////////////////////////////
+      if(raw.get("attachments") instanceof List<?> attachments)
+      {
+         List<Map<String, Object>> kept = new ArrayList<>();
+         for(Object attachment : attachments)
+         {
+            if(attachment instanceof Map<?, ?> a && scalar(a.get("uploadRef")) != null && kept.size() < MAX_ATTACHMENTS)
+            {
+               Map<String, Object> one = new LinkedHashMap<>();
+               one.put("uploadRef", scalar(a.get("uploadRef")));
+               if(scalar(a.get("fileName")) != null)
+               {
+                  one.put("fileName", scalar(a.get("fileName")));
+               }
+               kept.add(one);
+            }
+         }
+         if(!kept.isEmpty())
+         {
+            clean.put("attachments", kept);
+         }
+      }
+
       if(JsonUtils.toJson(clean).length() > 4000)
       {
          clean.remove("filter");
@@ -372,4 +436,26 @@ public class ContextBuilder
       return (null);
    }
 
+
+
+   /*******************************************************************************
+    ** Additive optional tool hook; UI API toolbox stays independently maintained.
+    *******************************************************************************/
+   public ContextBuilder withKnowledgeTool(KnowledgeTool knowledgeTool)
+   {
+      this.knowledgeTool = knowledgeTool;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for the bulk-load tools.
+    *******************************************************************************/
+   public ContextBuilder withBulkLoadTools(BulkLoadTools bulkLoadTools)
+   {
+      this.bulkLoadTools = bulkLoadTools;
+      return (this);
+   }
+
 }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/FallbackChain.java

@@ -27,7 +27,6 @@ import java.util.concurrent.atomic.AtomicBoolean;
 import java.util.function.Consumer;
 import java.util.function.Supplier;
 import com.kingsrook.qbits.assistant.AssistantRuntime;
-import com.kingsrook.qbits.assistant.classification.DataClassification;
 import com.kingsrook.qbits.assistant.model.AssistantModel;
 import com.kingsrook.qbits.assistant.model.AssistantProvider;
 import com.kingsrook.qbits.assistant.model.AssistantTurn;
@@ -36,6 +35,7 @@ import com.kingsrook.qbits.assistant.provider.ModelMessage;
 import com.kingsrook.qbits.assistant.provider.ModelProviderException;
 import com.kingsrook.qbits.assistant.provider.ModelRequest;
 import com.kingsrook.qbits.assistant.provider.ModelResponse;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
 
 

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/ModelDiscovery.java

@@ -85,6 +85,7 @@ public final class ModelDiscovery
                }
                ModelCapabilities caps = provider.getCapabilities(model.modelId());
                runtime.getStore().insert(new AssistantModel().withProviderId(row.getId()).withModelId(model.modelId())
+                  .withModelKind(embedding(model.modelId()) ? "EMBEDDING" : "CHAT").withEmbeddingDimensions(dimensions(model.modelId()))
                   .withDisplayName(model.displayName()).withEnabled(local || discovered.size() <= 20)
                   .withSource("DISCOVERED").withDiscoveredAt(runtime.getClock().instant())
                   .withSupportsTools(caps.getTools()).withSupportsVision(caps.getVision()).withSupportsStreaming(caps.getStreaming())
@@ -115,4 +116,33 @@ public final class ModelDiscovery
          return (result);
       }
    }
+
+
+   /*******************************************************************************
+    ** Discovery is a suggestion; an administrator can correct the kind.
+    *******************************************************************************/
+   public static Boolean embedding(String id)
+   {
+      String lower = id.toLowerCase(java.util.Locale.ROOT);
+      return (List.of("embed", "bge", "e5", "gte", "nomic").stream().anyMatch(lower::contains));
+   }
+
+
+
+   /*******************************************************************************
+    ** Known local defaults; other models must declare their dimensions.
+    *******************************************************************************/
+   private static Integer dimensions(String id)
+   {
+      if(id.contains("bge-m3"))
+      {
+         return (1024);
+      }
+      if(id.contains("nomic-embed-text"))
+      {
+         return (768);
+      }
+      return (null);
+   }
+
 }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/ModelRouter.java

@@ -17,23 +17,22 @@
 package com.kingsrook.qbits.assistant.engine;
 
 
-import java.util.stream.Collectors;
-import java.util.Objects;
-import com.kingsrook.qbits.assistant.model.AssistantProvider;
 import java.time.Duration;
 import java.time.Instant;
 import java.util.List;
 import java.util.Locale;
 import java.util.Map;
+import java.util.Objects;
 import java.util.Set;
 import java.util.concurrent.Semaphore;
 import java.util.function.Consumer;
 import java.util.regex.Pattern;
+import java.util.stream.Collectors;
 import com.kingsrook.qbits.assistant.AssistantRuntime;
-import com.kingsrook.qbits.assistant.classification.DataClassification;
 import com.kingsrook.qbits.assistant.model.AssistantConversation;
 import com.kingsrook.qbits.assistant.model.AssistantPendingAction;
 import com.kingsrook.qbits.assistant.model.AssistantProfile;
+import com.kingsrook.qbits.assistant.model.AssistantProvider;
 import com.kingsrook.qbits.assistant.model.AssistantTurn;
 import com.kingsrook.qbits.assistant.provider.CacheHint;
 import com.kingsrook.qbits.assistant.provider.ModelMessage;
@@ -43,6 +42,8 @@ import com.kingsrook.qbits.assistant.provider.ModelResponse;
 import com.kingsrook.qbits.assistant.provider.ModelUsage;
 import com.kingsrook.qbits.assistant.provider.StreamHandle;
 import com.kingsrook.qbits.assistant.provider.SystemBlock;
+import com.kingsrook.qbits.assistant.scheduled.ScheduledTurn;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
 import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
 import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterOrderBy;
@@ -116,7 +117,9 @@ public class ModelRouter
    public Route route(QSession session, AssistantConversation conversation, AssistantTurn turn, String question, Map<String, Object> pageContext,
       PolicyService.EffectivePolicy policy, TurnClassification classification, RunningTurn running, Instant deadline, Consumer<String> notice) throws QException, InterruptedException
    {
-      AssistantProfile profile = runtime.getProfileService().pick(session, runtime.appNameFor(pageContext));
+      var scheduled = runtime.getScheduledTurn().task(conversation.getId());
+      ScheduledTurn.checkCost(scheduled, 0L);
+      AssistantProfile profile = runtime.getProfileService().pick(session, runtime.appNameFor(pageContext), scheduled == null ? null : scheduled.getProfileId());
       String mode = profile == null || profile.getRoutingMode() == null ? "OFF" : profile.getRoutingMode();
       Boolean escalation = profile == null && Boolean.TRUE.equals(runtime.getConfig().getModels().getEscalationEnabled());
       String decision = "OFF";

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/PhiRoutingGuard.java

@@ -22,8 +22,8 @@ package com.kingsrook.qbits.assistant.engine;
 
 
 import java.util.Optional;
-import com.kingsrook.qbits.assistant.classification.DataClassification;
 import com.kingsrook.qbits.assistant.model.AssistantProvider;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
 
 
 /*******************************************************************************

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/PolicyService.java

@@ -24,6 +24,7 @@ import com.kingsrook.qbits.assistant.model.AssistantUsageDaily;
 import com.kingsrook.qbits.assistant.persistence.AssistantStore;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
 import com.kingsrook.qqq.backend.core.logging.QLogger;
+import com.kingsrook.qqq.backend.core.model.session.QSession;
 import com.kingsrook.qqq.backend.core.utils.StringUtils;
 import java.time.Clock;
 import java.time.Instant;
@@ -81,8 +82,50 @@ public class PolicyService
     ** @param redactPii redact secrets and personal identifiers from tool
     **        results (default true)
     *******************************************************************************/
-   public record ToolPolicy(boolean writesRequireConfirmation, Set<String> allowedTools, int maxRowsPerCall, boolean redactPii)
+   public record ToolPolicy(boolean writesRequireConfirmation, Set<String> allowedTools, int maxRowsPerCall, boolean redactPii,
+                            boolean writeModeAllowed, String writeModePermission, boolean autoConfirmAllowed, boolean writeMode, boolean autoConfirm)
    {
+      /*******************************************************************************
+       ** Write mode on, no auto-confirm, write mode allowed for everyone (tests
+       ** and hosts that build a policy by hand).
+       *******************************************************************************/
+      public ToolPolicy(boolean writesRequireConfirmation, Set<String> allowedTools, int maxRowsPerCall, boolean redactPii)
+      {
+         this(writesRequireConfirmation, allowedTools, maxRowsPerCall, redactPii, true, null, false, true, false);
+      }
+
+
+
+      /*******************************************************************************
+       ** This policy for a conversation in Write (true) or Read-only (false) mode.
+       *******************************************************************************/
+      public ToolPolicy withWriteMode(boolean writeMode)
+      {
+         return (new ToolPolicy(writesRequireConfirmation, allowedTools, maxRowsPerCall, redactPii, writeModeAllowed, writeModePermission, autoConfirmAllowed, writeMode, autoConfirm));
+      }
+
+
+
+      /*******************************************************************************
+       ** This policy with the user's auto-confirm (only effective when the policy
+       ** allows it).
+       *******************************************************************************/
+      public ToolPolicy withAutoConfirm(boolean autoConfirm)
+      {
+         return (new ToolPolicy(writesRequireConfirmation, allowedTools, maxRowsPerCall, redactPii, writeModeAllowed, writeModePermission, autoConfirmAllowed, writeMode,
+            autoConfirm && autoConfirmAllowed));
+      }
+
+
+
+      /*******************************************************************************
+       ** Whether this user may switch a conversation to Write mode (the policy
+       ** allows it, and they hold the write-mode permission when one is set).
+       *******************************************************************************/
+      public boolean writeModeAvailableTo(QSession session)
+      {
+         return (writeModeAllowed && (!StringUtils.hasContent(writeModePermission) || (session != null && session.hasPermission(writeModePermission.strip()))));
+      }
       public static final int DEFAULT_MAX_ROWS_PER_CALL = 50;
       public static final int MAX_ROWS_PER_CALL_CEILING = 200;
 
@@ -93,7 +136,7 @@ public class PolicyService
        *******************************************************************************/
       public static ToolPolicy defaults()
       {
-         return (new ToolPolicy(true, Set.of(), DEFAULT_MAX_ROWS_PER_CALL, true));
+         return (new ToolPolicy(true, Set.of(), DEFAULT_MAX_ROWS_PER_CALL, true, true, null, false, false, false));
       }
 
 
@@ -129,7 +172,8 @@ public class PolicyService
             }
          }
          int maxRows = row.getMaxRowsPerCall() == null || row.getMaxRowsPerCall() < 1 ? DEFAULT_MAX_ROWS_PER_CALL : Math.min(MAX_ROWS_PER_CALL_CEILING, row.getMaxRowsPerCall());
-         return (new ToolPolicy(!Boolean.FALSE.equals(row.getWritesRequireConfirmation()), allowed, maxRows, !Boolean.FALSE.equals(row.getRedactPii())));
+         return (new ToolPolicy(!Boolean.FALSE.equals(row.getWritesRequireConfirmation()), allowed, maxRows, !Boolean.FALSE.equals(row.getRedactPii()),
+            !Boolean.FALSE.equals(row.getWriteModeAllowed()), row.getWriteModePermission(), Boolean.TRUE.equals(row.getAutoConfirmAllowed()), false, false));
       }
    }
 

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/ProfileService.java

@@ -107,7 +107,17 @@ public class ProfileService
     *******************************************************************************/
    public Persona persona(QSession session, String appName)
    {
-      AssistantProfile profile = pick(session, appName);
+      return (persona(session, appName, null));
+   }
+
+
+
+   /*******************************************************************************
+    ** An administrator-selected scheduled profile still respects role scope.
+    *******************************************************************************/
+   public Persona persona(QSession session, String appName, Integer profileId)
+   {
+      AssistantProfile profile = pick(session, appName, profileId);
       if(profile == null)
       {
          return (new Persona(null, DEFAULT_DISPLAY_NAME, DEFAULT_ICON, null, null, List.of()));
@@ -217,6 +227,22 @@ public class ProfileService
     *******************************************************************************/
    public AssistantProfile pick(QSession session, String appName)
    {
+      return (pick(session, appName, null));
+   }
+
+
+
+   /*******************************************************************************
+    ** Explicit profiles supply instructions and routing, never permissions.
+    *******************************************************************************/
+   public AssistantProfile pick(QSession session, String appName, Integer profileId)
+   {
+      if(profileId != null)
+      {
+         return (load().profiles().stream().filter(p -> profileId.equals(p.getId()) && !Boolean.FALSE.equals(p.getEnabled())
+            && (!StringUtils.hasContent(p.getPermissionName()) || session.hasPermission(p.getPermissionName()))).findFirst().orElse(null));
+      }
+
       List<AssistantProfile> enabled = load().profiles().stream().filter(p -> !Boolean.FALSE.equals(p.getEnabled())).toList();
       return (enabled.stream()
          .filter(p -> appliesTo(p, session, appName))

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/ProviderService.java

@@ -17,18 +17,6 @@
 package com.kingsrook.qbits.assistant.engine;
 
 
-import com.kingsrook.qbits.assistant.AssistantQBitConfig;
-import com.kingsrook.qbits.assistant.model.AssistantModel;
-import com.kingsrook.qbits.assistant.model.AssistantModelPrice;
-import com.kingsrook.qbits.assistant.model.AssistantProvider;
-import com.kingsrook.qbits.assistant.persistence.AssistantStore;
-import com.kingsrook.qbits.assistant.provider.AssistantModelProvider;
-import com.kingsrook.qbits.assistant.provider.AssistantProviderType;
-import com.kingsrook.qbits.assistant.provider.ProviderSettings;
-import com.kingsrook.qbits.assistant.provider.RegistryModelProvider;
-import com.kingsrook.qqq.backend.core.exceptions.QException;
-import com.kingsrook.qqq.backend.core.logging.QLogger;
-import com.kingsrook.qqq.backend.core.utils.StringUtils;
 import java.math.BigDecimal;
 import java.math.RoundingMode;
 import java.nio.charset.StandardCharsets;
@@ -43,6 +31,18 @@ import java.util.List;
 import java.util.Map;
 import java.util.concurrent.ConcurrentHashMap;
 import java.util.concurrent.Semaphore;
+import com.kingsrook.qbits.assistant.AssistantQBitConfig;
+import com.kingsrook.qbits.assistant.model.AssistantModel;
+import com.kingsrook.qbits.assistant.model.AssistantModelPrice;
+import com.kingsrook.qbits.assistant.model.AssistantProvider;
+import com.kingsrook.qbits.assistant.persistence.AssistantStore;
+import com.kingsrook.qbits.assistant.provider.AssistantModelProvider;
+import com.kingsrook.qbits.assistant.provider.AssistantProviderType;
+import com.kingsrook.qbits.assistant.provider.ProviderSettings;
+import com.kingsrook.qbits.assistant.provider.RegistryModelProvider;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.logging.QLogger;
+import com.kingsrook.qqq.backend.core.utils.StringUtils;
 import static com.kingsrook.qqq.backend.core.logging.LogUtils.logPair;
 
 
@@ -186,6 +186,16 @@ public class ProviderService
     ** with a message for the admin when the row cannot be used.
     *******************************************************************************/
    public Active forRow(AssistantProvider row, String fallbackModel) throws ProviderSetupException
+   {
+      return (forRow(row, fallbackModel, false));
+   }
+
+
+
+   /*******************************************************************************
+    ** Resolve only the requested kind; embedding calls never select chat models.
+    *******************************************************************************/
+   private Active forRow(AssistantProvider row, String fallbackModel, Boolean embedding) throws ProviderSetupException
    {
       if(Boolean.TRUE.equals(config.getHipaaMode()) && !Boolean.TRUE.equals(row.getHipaaEligible()))
       {
@@ -205,7 +215,7 @@ public class ProviderService
       String model = StringUtils.hasContent(row.getModel()) ? row.getModel() : null;
       if(model == null && !models.isEmpty())
       {
-         model = models.stream().filter(m -> Boolean.TRUE.equals(m.getEnabled())).map(AssistantModel::getModelId).findFirst().orElse(null);
+         model = models.stream().filter(m -> Boolean.TRUE.equals(m.getEnabled()) && !m.isChat().equals(embedding)).map(AssistantModel::getModelId).findFirst().orElse(null);
          if(model == null)
          {
             throw (new ProviderSetupException("All models of this provider are disabled. Enable a model first."));
@@ -217,7 +227,7 @@ public class ProviderService
       }
       String selected = model;
       AssistantModel registry = models.stream().filter(m -> java.util.Objects.equals(selected, m.getModelId())).findFirst().orElse(null);
-      if(registry != null && !Boolean.TRUE.equals(registry.getEnabled()))
+      if(registry != null && (!Boolean.TRUE.equals(registry.getEnabled()) || registry.isChat().equals(embedding)))
       {
          throw (new ProviderSetupException("The selected model is disabled in this provider's model registry."));
       }
@@ -248,7 +258,11 @@ public class ProviderService
          return (errors);
       }
 
-      errors.addAll(type.validate(row));
+      errors.addAll(type.validate(new ProviderSettings().withKind(kind(row))
+         .withApiKeyEnvName(row.getApiKeyEnvName()).withBaseUrl(row.getBaseUrl())
+         .withApiVersion(row.getApiVersion()).withRegion(row.getRegion()).withCloudProject(row.getCloudProject())
+         .withTlsCaBundle(row.getTlsCaBundle()).withConnectTimeoutSeconds(row.getConnectTimeoutSeconds())
+         .withRequestTimeoutSeconds(row.getRequestTimeoutSeconds())));
       String envName = keyEnvName(row);
       if(envName != null && !AssistantQBitConfig.ENV_NAME.matcher(envName).matches())
       {
@@ -668,7 +682,7 @@ public class ProviderService
       {
          throw (new ProviderSetupException("No API key: the environment variable " + keyEnvName(row) + " is not set on this server."));
       }
-      return (new ProviderSettings().withKind(kind(row)).withApiKey(key)
+      return (new ProviderSettings().withKind(kind(row)).withApiKeyEnvName(row.getApiKeyEnvName()).withApiKey(key)
          .withBaseUrl(StringUtils.hasContent(row.getBaseUrl()) ? row.getBaseUrl().trim() : null)
          .withApiVersion(row.getApiVersion()).withRegion(row.getRegion()).withCloudProject(row.getCloudProject())
          .withTlsCaBundle(row.getTlsCaBundle()).withSslContext(StringUtils.hasContent(row.getTlsCaBundle()) ? config.getTrustedCaBundles().get(row.getTlsCaBundle()) : null)
@@ -728,7 +742,7 @@ public class ProviderService
    /*******************************************************************************
     ** P-e seam: no automatic alternative is selected in P-c. Never downgrade PHI eligibility.
     *******************************************************************************/
-   public java.util.Optional<Active> eligibleAlternative(com.kingsrook.qbits.assistant.classification.DataClassification classification, AssistantProvider blockedProvider)
+   public java.util.Optional<Active> eligibleAlternative(com.kingsrook.qqq.backend.core.actions.ai.DataClassification classification, AssistantProvider blockedProvider)
    {
       return (java.util.Optional.empty());
    }
@@ -752,7 +766,7 @@ public class ProviderService
    public Active resolveModel(Integer modelId, Boolean requiresHipaa, Boolean requireTools) throws QException
    {
       AssistantModel model = store.listModels().stream().filter(m -> modelId.equals(m.getId()) && Boolean.TRUE.equals(m.getEnabled())).findFirst().orElse(null);
-      if(model == null)
+      if(model == null || !model.isChat())
       {
          return (null);
       }
@@ -816,4 +830,28 @@ public class ProviderService
    {
       return (left != null && right != null && java.util.Objects.equals(left.providerId(), right.providerId()) && java.util.Objects.equals(left.model(), right.model()));
    }
+
+
+   /*******************************************************************************
+    ** Embedding selection is explicit and checks fresh provider eligibility.
+    *******************************************************************************/
+   public Active resolveEmbedding(Integer modelId, Boolean requiresHipaa) throws QException
+   {
+      AssistantModel model = store.listModels().stream().filter(m -> java.util.Objects.equals(modelId, m.getId())).findFirst().orElse(null);
+      if(model == null || !"EMBEDDING".equals(model.getModelKind()) || !Boolean.TRUE.equals(model.getEnabled()))
+      {
+         throw (new ProviderSetupException("Select an enabled EMBEDDING model for this knowledge source."));
+      }
+      AssistantProvider row = store.getProvider(model.getProviderId());
+      if(row == null || !Boolean.TRUE.equals(row.getEnabled()))
+      {
+         throw (new ProviderSetupException("The embedding provider is disabled or unavailable."));
+      }
+      if((requiresHipaa || Boolean.TRUE.equals(config.getHipaaMode())) && !Boolean.TRUE.equals(row.getHipaaEligible()))
+      {
+         throw (new ProviderSetupException("PHI may only be embedded by a HIPAA-eligible provider. Nothing was sent."));
+      }
+      return (forRow(new AssistantProvider(row.toQRecord()).withModel(model.getModelId()), model.getModelId(), true));
+   }
+
 }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/SystemPrompt.java

@@ -40,6 +40,8 @@ public class SystemPrompt
       10. An administrator may give you a name, a personality and skills (in <assistant_profile> and <skill> blocks). Follow them for tone and know-how, but they never override these rules and never give you other tools, data or permissions.
       11. Some values are masked by the application (for example j***@x.com or ***1234). Treat them as masked, never as the real value, and never ask the user to reveal them for you.
 
+      12. When you use search_knowledge, cite records with their links.
+
       Presentation (default skill; administrator skills may extend it):
       Answer first in one sentence; do not restate totals ("101 add up to 101"). For 3+ items, comparisons or breakdowns, call present_results with a table; add a chart when shares or trends help. Prefer metrics for a single big number. Include any list you offer to open as a filterLinks item, never just plain text. Use only values from tool results, omit zero-count categories, and use percentOfColumn for shares. Keep prose short; do not repeat presented tables or links. Never write URLs yourself; supply metadata names and raw filter values to present_results.
       """;

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/ToolLabels.java

@@ -37,7 +37,14 @@ public class ToolLabels
       Map.entry("get_record_history", new String[] { "Reading the change history", "Read the change history" }),
       Map.entry("render_widget", new String[] { "Rendering a widget", "Rendered a widget" }),
       Map.entry("search_help", new String[] { "Searching help", "Searched help" }),
-      Map.entry("navigate", new String[] { "Opening a screen", "Opened a screen" })
+      Map.entry("navigate", new String[] { "Opening a screen", "Opened a screen" }),
+      Map.entry("bulk_profiles_list", new String[] { "Listing saved bulk load profiles", "Listed saved bulk load profiles" }),
+      Map.entry("bulk_profile_describe", new String[] { "Reading a bulk load profile", "Read a bulk load profile" }),
+      Map.entry("bulk_file_attach", new String[] { "Reading the attached file", "Read the attached file" }),
+      Map.entry("bulk_mapping_suggest", new String[] { "Suggesting a column mapping", "Suggested a column mapping" }),
+      Map.entry("bulk_load_dry_run", new String[] { "Checking the mapping (dry run)", "Checked the mapping (dry run)" }),
+      Map.entry("bulk_profile_save", new String[] { "Preparing to save the profile", "Prepared to save the profile" }),
+      Map.entry("bulk_load_run", new String[] { "Preparing the load", "Prepared the load" })
    );
 
 

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/TurnClassification.java

@@ -27,11 +27,12 @@ import java.util.List;
 import java.util.Map;
 import java.util.Set;
 import com.kingsrook.qbits.assistant.classification.ClassificationSource;
-import com.kingsrook.qbits.assistant.classification.DataClassification;
+import com.kingsrook.qbits.assistant.classification.Classifications;
 import com.kingsrook.qbits.assistant.model.AssistantConversation;
 import com.kingsrook.qbits.assistant.provider.ModelPart;
 import com.kingsrook.qqq.backend.core.actions.ai.AiRecordRef;
 import com.kingsrook.qqq.backend.core.actions.ai.AiToolResult;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
 import com.kingsrook.qqq.backend.core.context.QContext;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
 import com.kingsrook.qqq.backend.core.utils.JsonUtils;
@@ -55,7 +56,7 @@ public class TurnClassification
    public TurnClassification(ClassificationSource source, AssistantConversation conversation, Map<String, Object> pageContext)
    {
       this.source = source;
-      classification = DataClassification.stored(conversation.getMaxClassification());
+      classification = Classifications.stored(conversation.getMaxClassification());
       if(pageContext != null && pageContext.get("tableName") instanceof String table)
       {
          touch(table, pageContext.get("recordId") == null ? source.ofTable(table) : source.highest(table));
@@ -75,7 +76,7 @@ public class TurnClassification
          return;
       }
       Map<String, Object> input = use.getInput() == null ? Map.of() : use.getInput();
-      boolean crossTable = "search_records".equals(use.getToolName()) || "get_record_history".equals(use.getToolName());
+      boolean crossTable = "search_knowledge".equals(use.getToolName()) || "search_records".equals(use.getToolName()) || "get_record_history".equals(use.getToolName());
       String table = result.getTableName() != null ? result.getTableName()
          : (input.get("table") instanceof String name ? name : (input.get("tableName") instanceof String name ? name : null));
       if(crossTable)
@@ -98,6 +99,10 @@ public class TurnClassification
          }
          collectTables(result.getRender(), touched);
          collectResultTables(result.getModelContent(), touched);
+         if("search_knowledge".equals(use.getToolName()) && touched.isEmpty())
+         {
+            return;
+         }
          if(touched.isEmpty() || touched.stream().anyMatch(name -> QContext.getQInstance().getTable(name) == null))
          {
             touchUnknown();
@@ -206,7 +211,7 @@ public class TurnClassification
     *******************************************************************************/
    private void touchUnknown()
    {
-      classification = DataClassification.max(classification, source.highestAnywhere());
+      classification = Classifications.max(classification, source.highestAnywhere());
       for(String table : QContext.getQInstance().getTables().keySet())
       {
          if(!table.startsWith("assistant_") && source.highest(table) != DataClassification.PUBLIC)
@@ -225,7 +230,7 @@ public class TurnClassification
    {
       if(table != null && !table.startsWith("assistant_"))
       {
-         classification = DataClassification.max(classification, value);
+         classification = Classifications.max(classification, value);
          if(QContext.getQInstance().getTable(table) != null)
          {
             tables.add(table);
@@ -252,7 +257,7 @@ public class TurnClassification
    {
       if(conversation != null)
       {
-         classification = DataClassification.max(classification, DataClassification.stored(conversation.getMaxClassification()));
+         classification = Classifications.max(classification, Classifications.stored(conversation.getMaxClassification()));
       }
    }
 

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/TurnDataRouting.java

@@ -22,10 +22,10 @@ package com.kingsrook.qbits.assistant.engine;
 
 
 import com.kingsrook.qbits.assistant.AssistantRuntime;
-import com.kingsrook.qbits.assistant.classification.DataClassification;
 import com.kingsrook.qbits.assistant.model.AssistantDataAudit;
 import com.kingsrook.qbits.assistant.model.AssistantProvider;
 import com.kingsrook.qbits.assistant.model.AssistantTurn;
+import com.kingsrook.qqq.backend.core.actions.ai.DataClassification;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
 
 

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/TurnEngine.java

@@ -17,13 +17,33 @@
 package com.kingsrook.qbits.assistant.engine;
 
 
+import java.io.Serializable;
+import java.time.Duration;
+import java.time.Instant;
+import java.time.LocalDate;
+import java.time.ZoneOffset;
+import java.util.ArrayList;
+import java.util.HashSet;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Map;
+import java.util.Objects;
+import java.util.Set;
+import java.util.concurrent.ConcurrentLinkedQueue;
+import java.util.concurrent.ExecutionException;
+import java.util.concurrent.Future;
+import java.util.concurrent.Semaphore;
+import java.util.concurrent.TimeUnit;
+import java.util.concurrent.TimeoutException;
 import com.kingsrook.qbits.assistant.AssistantQBitConfig;
 import com.kingsrook.qbits.assistant.AssistantRuntime;
 import com.kingsrook.qbits.assistant.model.AssistantConversation;
 import com.kingsrook.qbits.assistant.model.AssistantMessage;
 import com.kingsrook.qbits.assistant.model.AssistantPendingAction;
+import com.kingsrook.qbits.assistant.model.AssistantScheduledTask;
 import com.kingsrook.qbits.assistant.model.AssistantToolCall;
 import com.kingsrook.qbits.assistant.model.AssistantTurn;
+import com.kingsrook.qbits.assistant.model.AssistantUserPreference;
 import com.kingsrook.qbits.assistant.persistence.AssistantStore;
 import com.kingsrook.qbits.assistant.provider.AssistantModelProvider;
 import com.kingsrook.qbits.assistant.provider.CacheHint;
@@ -36,8 +56,11 @@ import com.kingsrook.qbits.assistant.provider.ModelRequest;
 import com.kingsrook.qbits.assistant.provider.ModelResponse;
 import com.kingsrook.qbits.assistant.provider.ModelUsage;
 import com.kingsrook.qbits.assistant.provider.StreamHandle;
+import com.kingsrook.qbits.assistant.scheduled.ScheduledTurn;
+import com.kingsrook.qbits.assistant.tools.KnowledgeTool;
 import com.kingsrook.qbits.assistant.tools.PresentResultsTool;
 import com.kingsrook.qbits.assistant.tools.UiApiToolbox;
+import com.kingsrook.qbits.assistant.tools.bulkload.BulkLoadTools;
 import com.kingsrook.qqq.backend.core.actions.ai.AiRecordRef;
 import com.kingsrook.qqq.backend.core.actions.ai.AiToolCall;
 import com.kingsrook.qqq.backend.core.actions.ai.AiToolOutcome;
@@ -50,21 +73,7 @@ import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.session.QSession;
 import com.kingsrook.qqq.backend.core.utils.JsonUtils;
 import com.kingsrook.qqq.backend.core.utils.StringUtils;
-import java.io.Serializable;
-import java.time.Duration;
-import java.time.Instant;
-import java.time.LocalDate;
-import java.time.ZoneOffset;
-import java.util.ArrayList;
-import java.util.HashSet;
-import java.util.LinkedHashMap;
-import java.util.List;
-import java.util.Map;
-import java.util.Set;
-import java.util.concurrent.ConcurrentLinkedQueue;
-import java.util.concurrent.Future;
-import java.util.concurrent.Semaphore;
-import java.util.concurrent.TimeUnit;
+import com.kingsrook.qqq.middleware.javalin.specs.invoke.UiApiCredentials;
 import static com.kingsrook.qqq.backend.core.logging.LogUtils.logPair;
 
 
@@ -125,6 +134,9 @@ public class TurnEngine implements Runnable
    private final StringBuilder              textBuffer    = new StringBuilder();
    private long                             lastTextFlush = System.currentTimeMillis();
 
+   private AssistantScheduledTask scheduledTask;
+
+
    private Instant startedAt;
    private Instant deadline;
    private int     toolCallCount  = 0;
@@ -138,6 +150,8 @@ public class TurnEngine implements Runnable
    private ProviderService.Active budgetOrigin;
 
    private volatile boolean finished = false;
+   private UiApiCredentials credentials;
+   private PolicyService.ToolPolicy toolPolicy;
 
 
 
@@ -166,6 +180,19 @@ public class TurnEngine implements Runnable
 
 
 
+   /*******************************************************************************
+    ** The credentials of the request that started the turn, forwarded to the
+    ** UI API by the tools (session cookies, Authorization, API key as they came
+    ** in). Without them the session UUID is used. Never logged.
+    *******************************************************************************/
+   public TurnEngine withCredentials(UiApiCredentials credentials)
+   {
+      this.credentials = credentials;
+      return (this);
+   }
+
+
+
    /*******************************************************************************
     ** Run the turn to completion. Never throws.
     *******************************************************************************/
@@ -183,6 +210,13 @@ public class TurnEngine implements Runnable
       try
       {
          QContext.init(runtime.getQInstance(), session);
+         scheduledTask = runtime.getScheduledTurn().task(conversation.getId());
+         if(conversation.getScheduledTaskId() != null && scheduledTask == null)
+         {
+            throw (new QException("Scheduled execution context is no longer available; start a new conversation."));
+         }
+         toolPolicy = scheduledTask == null ? toolPolicy() : ScheduledTurn.tools(runtime, scheduledTask, policy.tools());
+         ScheduledTurn.checkCost(runtime, conversation.getId(), turn.getId());
          classification = new TurnClassification(config.getClassificationSource(), conversation, pageContext);
          store.saveClassification(userId, conversation.getId(), turn.getId(), classification);
          startKillSwitchWatcher();
@@ -228,9 +262,9 @@ public class TurnEngine implements Runnable
          }
 
          String                  appName = runtime.appNameFor(pageContext);
-         ProfileService.Persona  persona = runtime.getProfileService().persona(session, appName);
+         ProfileService.Persona  persona = runtime.getProfileService().persona(session, appName, scheduledTask == null ? null : scheduledTask.getProfileId());
          String                  profileText = ProfileService.instructions(persona, runtime.getProfileService().relevantSkills(persona.profileId(), userText, appName));
-         ModelRequest request = runtime.getContextBuilder().build(session, model, route.effort(), history, userText, pageContext, policy.tools(), profileText);
+         ModelRequest request = runtime.getContextBuilder().build(session, model, route.effort(), history, userText, pageContext, toolPolicy, profileText, turn.getId() == null ? null : String.valueOf(turn.getId()));
          Integer maxPerRequest = active.row() == null ? null : active.row().getMaxOutputTokensPerRequest();
          if(maxPerRequest != null && (request.getMaxTokens() == null || request.getMaxTokens() > maxPerRequest))
          {
@@ -240,7 +274,7 @@ public class TurnEngine implements Runnable
          {
             request.setParallelToolCalls(false);
          }
-         Set<String> allowedTools = runtime.getContextBuilder().toolNames(policy.tools());
+         Set<String> allowedTools = runtime.getContextBuilder().toolNames(toolPolicy);
 
          boolean toolLimitReached = false;
          while(true)
@@ -257,6 +291,7 @@ public class TurnEngine implements Runnable
 
             ModelResponse response = fallback.call(request, () -> active, selected -> callModelWithStrictFallback(selected, request));
             stopReason = response.getStopReason();
+            ScheduledTurn.checkCost(runtime, conversation.getId(), turn.getId());
 
             if(ModelResponse.STOP_CANCELLED.equals(stopReason))
             {
@@ -541,6 +576,7 @@ public class TurnEngine implements Runnable
       {
          return (new ModelResponse().withStopReason(ModelResponse.STOP_CANCELLED));
       }
+      ScheduledTurn.checkCost(runtime, conversation.getId(), turn.getId());
       PolicyService.BudgetStatus configuredBudget = runtime.getPolicyService().checkConfiguredBudget(policy, userId, usage.billableTokens(), costMicros);
       if(configuredBudget.hardExceeded())
       {
@@ -554,7 +590,7 @@ public class TurnEngine implements Runnable
          throw (new BudgetService.Blocked(budgetDecision.reason()));
       }
       ProviderService.Active selected = budgetDecision.active();
-      if(!java.util.Objects.equals(active.providerId(), selected.providerId()) || !java.util.Objects.equals(active.model(), selected.model()))
+      if(!Objects.equals(active.providerId(), selected.providerId()) || !Objects.equals(active.model(), selected.model()))
       {
          active = selected;
          model = active.model();
@@ -711,8 +747,20 @@ public class TurnEngine implements Runnable
                         QContext.init(runtime.getQInstance(), session);
                         try
                         {
-                           outcomes[index] = runtime.getToolbox().execute(toolContext(), call.getId(), call.getName(), call.getInput());
-                           results[index] = outcomes[index].getResult();
+                           if(KnowledgeTool.NAME.equals(call.getName()))
+                           {
+                              results[index] = runtime.getKnowledgeTool().execute(toolContext(), call.getId(), call.getInput(), classification.getClassification(), conversation.getId(), turn.getId());
+                           }
+                           else if(BulkLoadTools.NAMES.contains(call.getName()))
+                           {
+                              outcomes[index] = runtime.getBulkLoadTools().execute(toolContext(), call.getId(), call.getName(), call.getInput(), hipaaRoute());
+                              results[index] = outcomes[index].getResult();
+                           }
+                           else
+                           {
+                              outcomes[index] = runtime.getToolbox().execute(toolContext(), call.getId(), call.getName(), call.getInput());
+                              results[index] = outcomes[index].getResult();
+                           }
                         }
                         finally
                         {
@@ -747,11 +795,11 @@ public class TurnEngine implements Runnable
          {
             future.get(waitMillis, TimeUnit.MILLISECONDS);
          }
-         catch(java.util.concurrent.TimeoutException e)
+         catch(TimeoutException e)
          {
             future.cancel(true);
          }
-         catch(java.util.concurrent.ExecutionException e)
+         catch(ExecutionException e)
          {
             LOG.debug("tool future failed", hipaaSafe(e));
          }
@@ -839,6 +887,7 @@ public class TurnEngine implements Runnable
             .withUserId(userId)
             .withToolCallId(use.getToolUseId())
             .withToolName(use.getToolName())
+            .withClientChannel(scheduledTask == null ? "assistant/" + turn.getId() : "assistant/scheduled/" + scheduledTask.getId())
             .withInputJson(truncate(redactInput(PresentResultsTool.NAME.equals(use.getToolName()) ? (presentation ? result.getRender() : Map.of()) : use.getInput()), MAX_INPUT_JSON_CHARS))
             .withOutcome(outcome)
             .withPermissionCheck(result.getPermissionCheck())
@@ -848,9 +897,9 @@ public class TurnEngine implements Runnable
             .withRowCount(result.getRowCount())
             .withDurationMs(result.getDurationMs())
             .withResultSummary(summary)
-            .withResultJson(truncate(result.getModelContent(), MAX_RESULT_JSON_CHARS))
+            .withResultJson(truncate(BulkLoadTools.NAMES.contains(use.getToolName()) ? BulkLoadTools.forLog(result.getModelContent()) : result.getModelContent(), MAX_RESULT_JSON_CHARS))
             .withRedactionsJson(result.getRedactions() == null || result.getRedactions().isEmpty() ? null : JsonUtils.toJson(result.getRedactions()))
-            .withUiApiOperation(extras == null ? null : extras.getOperation())
+            .withUiApiOperation(extras == null ? ("search_knowledge".equals(use.getToolName()) ? "GET /table/{tableName}/{primaryKey}" : null) : extras.getOperation())
             .withHttpStatus(extras == null ? null : extras.getHttpStatus())
             .withAuditHref(extras == null ? null : extras.getAuditHref())
             .withPendingActionId(extras == null ? null : extras.getPendingActionId()));
@@ -863,14 +912,57 @@ public class TurnEngine implements Runnable
 
 
 
+   /*******************************************************************************
+    ** The policy's tool settings for this turn: Write mode only when the
+    ** conversation is in Write mode and write mode is available to this user;
+    ** auto-confirm only when the policy allows it and the user chose it.
+    *******************************************************************************/
+   PolicyService.ToolPolicy toolPolicy()
+   {
+      if(toolPolicy == null)
+      {
+         PolicyService.ToolPolicy base  = policy.tools();
+         boolean                  write = Boolean.TRUE.equals(conversation.getWriteMode()) && base.writeModeAvailableTo(session);
+         boolean                  auto  = false;
+         try
+         {
+            AssistantUserPreference preference = store.getPreference(userId);
+            auto = preference != null && Boolean.TRUE.equals(preference.getAutoConfirmLowRisk());
+         }
+         catch(QException | RuntimeException e)
+         {
+            LOG.debug("Could not read the user's assistant preferences", e);
+         }
+         toolPolicy = base.withWriteMode(write).withAutoConfirm(auto);
+      }
+      return (toolPolicy);
+   }
+
+
+
    /*******************************************************************************
     ** Where a data tool runs: the user's own session (by its UUID, for the UI
     ** API), the gateway, the policy's tool settings, and the pending-action
     ** store for writes that need confirmation.
     *******************************************************************************/
+   private boolean hipaaRoute()
+   {
+      ///////////////////////////////////////////////////////////////////////
+      // the X-QQQ-AI-Route the bulk-load tools send: the turn's provider's //
+      // HIPAA eligibility, never anything the model says                  //
+      ///////////////////////////////////////////////////////////////////////
+      return (active != null && active.row() != null && Boolean.TRUE.equals(active.row().getHipaaEligible()));
+   }
+
+
+
+   /*******************************************************************************
+    ** The UI API tool context: the user's session, the gateway, the policy's
+    ** tools and the pending-action hook.
+    *******************************************************************************/
    private UiApiToolbox.Context toolContext()
    {
-      return (new UiApiToolbox.Context(session.getUuid(), userTimezone(), runtime.getUiApiGateway(), policy.tools(), this::proposeWrite));
+      return (new UiApiToolbox.Context(session.getUuid(), userTimezone(), runtime.getUiApiGateway(), toolPolicy, this::proposeWrite, credentials, turn.getId() == null ? null : String.valueOf(turn.getId())));
    }
 
 
@@ -923,7 +1015,7 @@ public class TurnEngine implements Runnable
    /*******************************************************************************
     ** Only same-origin application links are passed on.
     *******************************************************************************/
-   static boolean isAppHref(String href)
+   public static boolean isAppHref(String href)
    {
       return (href != null && (href.equals("/app") || href.startsWith("/app/")) && !href.contains("//") && !href.contains("\\"));
    }
@@ -1044,6 +1136,10 @@ public class TurnEngine implements Runnable
       finally
       {
          running.getLog().close();
+         if(scheduledTask != null)
+         {
+            runtime.getScheduledTurn().detach(conversation.getId(), session.getUuid());
+         }
          runtime.unregister(turn.getId());
          runtime.getRateLimiter().release(userId);
       }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/engine/UsageRecorder.java

@@ -39,6 +39,7 @@ public final class UsageRecorder
 
    public static final String PURPOSE_TURN = "TURN";
    public static final String PURPOSE_TEST = "TEST";
+   public static final String PURPOSE_EMBED = "EMBED";
    public static final String PURPOSE_ROUTE = "ROUTE";
 
    public static final String STATUS_OK        = "OK";

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/metadata/AssistantChannelWall.java

@@ -0,0 +1,96 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.metadata;
+
+
+import java.util.ArrayList;
+import java.util.HashSet;
+import java.util.List;
+import java.util.Set;
+import com.kingsrook.qbits.assistant.AssistantQBitProducer;
+import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
+import com.kingsrook.qqq.backend.core.model.metadata.permissions.ClientChannelsMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.permissions.MetaDataWithPermissionRules;
+import com.kingsrook.qqq.backend.core.model.metadata.permissions.QPermissionRules;
+import com.kingsrook.qqq.backend.core.model.metadata.qbits.SourceQBitAware;
+
+
+/*******************************************************************************
+ ** Register and verify the assistant's configuration wall beneath user permissions.
+ *******************************************************************************/
+public final class AssistantChannelWall
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private AssistantChannelWall()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Enumerate the instance so new assistant metadata cannot miss registration.
+    ** Preserve host permissions and other denied channels.
+    *******************************************************************************/
+   public static void register(QInstance qInstance)
+   {
+      ClientChannelsMetaData.ofOrWithNew(qInstance).withDeniedPattern("assistant", "assistant_*");
+      for(MetaDataWithPermissionRules object : objects(qInstance))
+      {
+         QPermissionRules rules = object.getPermissionRules();
+         rules = rules == null ? qInstance.getDefaultPermissionRules().clone() : rules.clone();
+         Set<String> denied = new HashSet<>(rules.getDeniedClients() == null ? Set.of() : rules.getDeniedClients());
+         denied.add("assistant");
+         object.setPermissionRules(rules.withDeniedClients(denied));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Fail before runtime initialization if a host customization opens the wall.
+    *******************************************************************************/
+   public static void validate(QInstance qInstance)
+   {
+      ClientChannelsMetaData channels = ClientChannelsMetaData.of(qInstance);
+      for(MetaDataWithPermissionRules object : objects(qInstance))
+      {
+         QPermissionRules rules = object.getPermissionRules() == null ? qInstance.getDefaultPermissionRules() : object.getPermissionRules();
+         if(!channels.isDenied("assistant", object.getName(), rules))
+         {
+            throw (new IllegalStateException("Assistant channel wall: " + object.getName() + " must be denied to client channel assistant before startup."));
+         }
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Tables, processes, reports and widgets, including host-added assistant objects.
+    *******************************************************************************/
+   private static List<MetaDataWithPermissionRules> objects(QInstance qInstance)
+   {
+      List<MetaDataWithPermissionRules> objects = new ArrayList<>();
+      objects.addAll(qInstance.getTables().values());
+      objects.addAll(qInstance.getProcesses().values());
+      objects.addAll(qInstance.getReports().values());
+      objects.addAll(qInstance.getWidgets().values());
+      return (objects.stream().filter(object -> (object.getName() != null && object.getName().startsWith("assistant"))
+         || (object instanceof SourceQBitAware source && (AssistantQBitProducer.GROUP_ID + ":" + AssistantQBitProducer.ARTIFACT_ID).equals(source.getSourceQBitName()))).toList());
+   }
+}

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/metadata/AssistantMetaDataBuilder.java

@@ -17,6 +17,8 @@
 package com.kingsrook.qbits.assistant.metadata;
 
 
+import java.util.ArrayList;
+import java.util.List;
 import com.kingsrook.qbits.assistant.AssistantQBitConfig;
 import com.kingsrook.qbits.assistant.home.AssistantAccessWidget;
 import com.kingsrook.qbits.assistant.home.AssistantHome;
@@ -36,12 +38,16 @@ import com.kingsrook.qbits.assistant.model.AssistantPolicy;
 import com.kingsrook.qbits.assistant.model.AssistantProfile;
 import com.kingsrook.qbits.assistant.model.AssistantProfileSkill;
 import com.kingsrook.qbits.assistant.model.AssistantProvider;
+import com.kingsrook.qbits.assistant.model.AssistantRagSource;
+import com.kingsrook.qbits.assistant.model.AssistantScheduledRun;
+import com.kingsrook.qbits.assistant.model.AssistantScheduledTask;
 import com.kingsrook.qbits.assistant.model.AssistantSkill;
 import com.kingsrook.qbits.assistant.model.AssistantToolCall;
 import com.kingsrook.qbits.assistant.model.AssistantTurn;
 import com.kingsrook.qbits.assistant.model.AssistantTurnEvent;
 import com.kingsrook.qbits.assistant.model.AssistantUsage;
 import com.kingsrook.qbits.assistant.model.AssistantUsageDaily;
+import com.kingsrook.qbits.assistant.model.AssistantUserPreference;
 import com.kingsrook.qbits.assistant.processes.AssistantRetentionStep;
 import com.kingsrook.qqq.backend.core.actions.ai.AiExposure;
 import com.kingsrook.qqq.backend.core.actions.ai.AiTableMetaData;
@@ -67,8 +73,6 @@ import com.kingsrook.qqq.backend.core.model.metadata.tables.Capability;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.UniqueKey;
 import com.kingsrook.qqq.backend.core.utils.StringUtils;
-import java.util.ArrayList;
-import java.util.List;
 
 
 /*******************************************************************************
@@ -110,7 +114,7 @@ public class AssistantMetaDataBuilder
     ** calls on a conversation; model calls on a provider) or reached from the
     ** home. Processes are table and record actions, never nav entries.
     *******************************************************************************/
-   public static final List<String> NAV_TABLES = List.of(AssistantBudget.TABLE_NAME, AssistantProvider.TABLE_NAME, AssistantProfile.TABLE_NAME, AssistantSkill.TABLE_NAME, AssistantDataAccess.TABLE_NAME, AssistantConversation.TABLE_NAME, AssistantModelPrice.TABLE_NAME, AssistantPolicy.TABLE_NAME);
+   public static final List<String> NAV_TABLES = List.of(AssistantScheduledTask.TABLE_NAME, AssistantRagSource.TABLE_NAME, AssistantBudget.TABLE_NAME, AssistantProvider.TABLE_NAME, AssistantProfile.TABLE_NAME, AssistantSkill.TABLE_NAME, AssistantDataAccess.TABLE_NAME, AssistantConversation.TABLE_NAME, AssistantModelPrice.TABLE_NAME, AssistantPolicy.TABLE_NAME);
 
    private final AssistantQBitConfig config;
 
@@ -186,6 +190,24 @@ public class AssistantMetaDataBuilder
          .withUniqueKey(new UniqueKey("name"))
          .withRecordLabelFormat("%s").withRecordLabelFields("name"));
 
+      QCodeReference scheduledCustomizer = new QCodeReference(AssistantScheduledTaskCustomizer.class);
+      tables.add(text(base(AssistantScheduledTask.TABLE_NAME, "Scheduled tasks", "schedule", AssistantScheduledTask.class), "prompt")
+         .withRecordLabelFormat("%s").withRecordLabelFields("name")
+         .withCustomizer(TableCustomizers.PRE_INSERT_RECORD, scheduledCustomizer).withCustomizer(TableCustomizers.PRE_UPDATE_RECORD, scheduledCustomizer)
+         .withCustomizer(TableCustomizers.POST_QUERY_RECORD, scheduledCustomizer));
+      tables.add(readOnly(owned(base(AssistantScheduledRun.TABLE_NAME, "Scheduled runs", "history", AssistantScheduledRun.class), false))
+         .withoutCapabilities(Capability.TABLE_DELETE)
+         .withPermissionRules(new QPermissionRules().withLevel(PermissionLevel.NOT_PROTECTED))
+         .withUniqueKey(new UniqueKey("taskId", "scheduledFor"))
+         .withRecordLabelFormat("Run #%s").withRecordLabelFields("id"));
+
+      QCodeReference ragCustomizer = new QCodeReference(AssistantRagSourceCustomizer.class);
+      tables.add(text(base(AssistantRagSource.TABLE_NAME, "Knowledge sources", "manage_search", AssistantRagSource.class), "filterJson")
+         .withRecordLabelFormat("%s").withRecordLabelFields("name")
+         .withCustomizer(TableCustomizers.PRE_INSERT_RECORD, ragCustomizer).withCustomizer(TableCustomizers.PRE_UPDATE_RECORD, ragCustomizer)
+         .withCustomizer(TableCustomizers.POST_INSERT_RECORD, ragCustomizer).withCustomizer(TableCustomizers.POST_UPDATE_RECORD, ragCustomizer)
+         .withCustomizer(TableCustomizers.POST_DELETE_RECORD, ragCustomizer));
+
       tables.add(settings(base(AssistantModel.TABLE_NAME, "Assistant Model", "memory", AssistantModel.class))
          .withUniqueKey(new UniqueKey("providerId", "modelId"))
          .withRecordLabelFormat("%s").withRecordLabelFields("modelId"));
@@ -215,6 +237,10 @@ public class AssistantMetaDataBuilder
          .withUniqueKey(new UniqueKey("profileId", "skillId"))
          .withRecordLabelFormat("%s · %s").withRecordLabelFields("profileId", "skillId"));
 
+      tables.add(owned(base(AssistantUserPreference.TABLE_NAME, "Assistant User Preference", "tune", AssistantUserPreference.class), false)
+         .withUniqueKey(new UniqueKey("userId"))
+         .withRecordLabelFormat("%s").withRecordLabelFields("userId"));
+
       tables.add(readOnly(owned(base(AssistantPendingAction.TABLE_NAME, "Assistant Pending Action", "pending_actions", AssistantPendingAction.class), false))
          .withRecordLabelFormat("%s #%s").withRecordLabelFields("toolName", "id"));
       text(tables.get(tables.size() - 1), "paramsJson");

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/metadata/AssistantPreferencesProvider.java

@@ -0,0 +1,178 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.metadata;
+
+
+import java.util.ArrayList;
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qbits.assistant.AssistantQBitConfig;
+import com.kingsrook.qbits.assistant.AssistantRuntime;
+import com.kingsrook.qbits.assistant.AssistantSecurity;
+import com.kingsrook.qbits.assistant.engine.PolicyService;
+import com.kingsrook.qbits.assistant.model.AssistantUserPreference;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.exceptions.QNotFoundException;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
+import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReference;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldType;
+import com.kingsrook.qqq.backend.core.model.metadata.help.QHelpContent;
+import com.kingsrook.qqq.backend.core.model.metadata.layout.QIcon;
+import com.kingsrook.qqq.backend.core.model.metadata.preferences.UserPreferenceChange;
+import com.kingsrook.qqq.backend.core.model.metadata.preferences.UserPreferenceProviderInterface;
+import com.kingsrook.qqq.backend.core.model.metadata.preferences.UserPreferenceRequestContext;
+import com.kingsrook.qqq.backend.core.model.metadata.preferences.UserPreferenceSectionMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.preferences.UserPreferenceValues;
+import com.kingsrook.qqq.backend.core.model.metadata.preferences.UserPreferencesMetaData;
+
+
+/*******************************************************************************
+ ** Core preferences over the standard assistant_user_preference table. Core
+ ** supplies the authenticated user and trusted scope, retaining audit identity.
+ *******************************************************************************/
+public class AssistantPreferencesProvider implements UserPreferenceProviderInterface
+{
+   public static final String SECTION = "assistant";
+   public static final String AUTO_CONFIRM_REASON = "Auto-confirm is not allowed by the assistant policy.";
+
+
+
+   /*******************************************************************************
+    ** The admin app is intentionally not the scope: ordinary assistant users
+    ** must see their own preferences without assistant.admin.
+    *******************************************************************************/
+   public static void register(QInstance qInstance)
+   {
+      UserPreferencesMetaData.ofOrWithNew(qInstance).withSection(new Section()
+         .withName(SECTION).withLabel("Assistant").withIcon(new QIcon("smart_toy"))
+         .withDescription("Defaults for new conversations and confirmation of changes.")
+         .withPermissionName(AssistantQBitConfig.ACCESS_PERMISSION)
+         .withProvider(new QCodeReference(AssistantPreferencesProvider.class)));
+   }
+
+
+
+   /*******************************************************************************
+    ** Core only applies channel rules to app-scoped sections. Explicitly deny
+    ** this unbound configuration section before loading or changing any rows.
+    *******************************************************************************/
+   private AssistantRuntime runtime(UserPreferenceRequestContext context) throws QException
+   {
+      if("assistant".equals(context.getSession().getClientChannelName()))
+      {
+         throw (new QNotFoundException("Preference section not found"));
+      }
+      AssistantRuntime runtime = AssistantRuntime.of(QContext.getQInstance());
+      AssistantSecurity.ownerKey(context.getSession(), runtime.getConfig());
+      return (runtime);
+   }
+
+
+
+   /*******************************************************************************
+    ** Read only the context user's row, even if they hold an admin owner key.
+    *******************************************************************************/
+   @Override
+   public UserPreferenceValues load(UserPreferenceRequestContext context) throws QException
+   {
+      AssistantUserPreference preference = runtime(context).getStore().getPreference(context.getUserId());
+      return (new UserPreferenceValues().withValues(Map.of(
+         "defaultWriteMode", preference != null && Boolean.TRUE.equals(preference.getDefaultWriteMode()),
+         "autoConfirmLowRisk", preference != null && Boolean.TRUE.equals(preference.getAutoConfirmLowRisk()))));
+   }
+
+
+
+   /*******************************************************************************
+    ** Re-read policy at the write boundary; the submitted defaults grant nothing.
+    *******************************************************************************/
+   @Override
+   public List<String> validate(UserPreferenceRequestContext context, UserPreferenceChange change) throws QException
+   {
+      PolicyService.ToolPolicy policy = runtime(context).getPolicyService().current(true).tools();
+      List<String> errors = new ArrayList<>();
+      if(change.getValues().containsKey("autoConfirmLowRisk") && !policy.autoConfirmAllowed())
+      {
+         errors.add("Auto-confirm low-risk changes: " + AUTO_CONFIRM_REASON);
+      }
+      if(Boolean.TRUE.equals(change.getValues().get("defaultWriteMode")) && !policy.writeModeAvailableTo(context.getSession()))
+      {
+         errors.add("Start conversations in Write mode: Write mode is not available to you under the assistant policy.");
+      }
+      return (errors);
+   }
+
+
+
+   /*******************************************************************************
+    ** Apply only supplied fields; all ownership comes from the context.
+    *******************************************************************************/
+   @Override
+   public void store(UserPreferenceRequestContext context, UserPreferenceChange change) throws QException
+   {
+      AssistantRuntime runtime = runtime(context);
+      AssistantUserPreference preference = runtime.getStore().getPreference(context.getUserId());
+      if(preference == null)
+      {
+         preference = runtime.getStore().insert(new AssistantUserPreference().withUserId(context.getUserId())
+            .withDefaultWriteMode(false).withAutoConfirmLowRisk(false));
+      }
+      QRecord update = new QRecord().withValue("id", preference.getId());
+      change.getValues().forEach(update::setValue);
+      runtime.getStore().updateFields(AssistantUserPreference.TABLE_NAME, update);
+   }
+
+
+
+   /*******************************************************************************
+    ** Return fresh field metadata for each request, so policy editability never
+    ** mutates the shared instance metadata or leaks between concurrent users.
+    *******************************************************************************/
+   public static class Section extends UserPreferenceSectionMetaData
+   {
+      /*******************************************************************************
+       ** Scalar read-only metadata uses the standard field help text for its reason.
+       *******************************************************************************/
+      @Override
+      public List<QFieldMetaData> getFields()
+      {
+         boolean autoConfirmAllowed = false;
+         AssistantRuntime runtime = AssistantRuntime.of(QContext.getQInstance());
+         if(runtime != null && QContext.getQSession() != null)
+         {
+            try
+            {
+               autoConfirmAllowed = runtime.getPolicyService().current(false).tools().autoConfirmAllowed();
+            }
+            catch(QException e)
+            {
+               // Fail closed when policy cannot be read; provider validation also rechecks it.
+            }
+         }
+         QFieldMetaData autoConfirm = new QFieldMetaData("autoConfirmLowRisk", QFieldType.BOOLEAN)
+            .withLabel("Auto-confirm low-risk changes").withIsEditable(autoConfirmAllowed);
+         if(!autoConfirmAllowed)
+         {
+            autoConfirm.withHelpContent(new QHelpContent(AUTO_CONFIRM_REASON));
+         }
+         return (List.of(new QFieldMetaData("defaultWriteMode", QFieldType.BOOLEAN).withLabel("Start conversations in Write mode"), autoConfirm));
+      }
+   }
+}

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/metadata/AssistantRagSourceCustomizer.java

@@ -0,0 +1,125 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.metadata;
+
+
+import java.io.Serializable;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Map;
+import java.util.Objects;
+import java.util.Optional;
+import com.kingsrook.qbits.assistant.AssistantRuntime;
+import com.kingsrook.qbits.assistant.model.AssistantRagSource;
+import com.kingsrook.qqq.backend.core.actions.customizers.TableCustomizerInterface;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.AbstractActionInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.delete.DeleteInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.model.statusmessages.BadInputStatusMessage;
+
+
+/*******************************************************************************
+ ** Validate source configuration; invalidate vectors whenever their meaning changes.
+ *******************************************************************************/
+public class AssistantRagSourceCustomizer implements TableCustomizerInterface
+{
+   private static final List<String> SEMANTIC_FIELDS = List.of("tableName", "fieldNames", "filterJson", "embeddingModelId", "chunkChars", "chunkOverlapChars");
+
+
+
+   /*******************************************************************************
+    ** Validate merged edits, not partial update payloads. Status writes remain
+    ** possible even after a host removes a table or disables a model.
+    *******************************************************************************/
+   @Override
+   public List<QRecord> preInsertOrUpdate(AbstractActionInput input, List<QRecord> records, boolean isPreview, Optional<List<QRecord>> oldRecordList) throws QException
+   {
+      Optional<Map<Serializable, QRecord>> old = oldRecordListToMap("id", oldRecordList);
+      AssistantRuntime runtime = AssistantRuntime.of(QContext.getQInstance());
+      for(QRecord record : records)
+      {
+         if(record.getValues().keySet().stream().allMatch(name -> name.equals("id") || name.startsWith("lastIndex") || name.startsWith("indexed") || name.endsWith("Date")))
+         {
+            continue;
+         }
+         QRecord merged = new QRecord();
+         old.map(m -> m.get(record.getValue("id"))).ifPresent(o -> merged.setValues(new LinkedHashMap<>(o.getValues())));
+         record.getValues().forEach(merged::setValue);
+         for(var entry : Map.<String, Serializable>of("enabled", true, "chunkChars", 1500, "chunkOverlapChars", 200).entrySet())
+         {
+            if(merged.getValue(entry.getKey()) == null)
+            {
+               record.setValue(entry.getKey(), entry.getValue());
+               merged.setValue(entry.getKey(), entry.getValue());
+            }
+         }
+         if(runtime != null)
+         {
+            for(String error : runtime.getRagService().validate(new AssistantRagSource(merged)))
+            {
+               record.addError(new BadInputStatusMessage(error));
+            }
+         }
+      }
+      return (records);
+   }
+
+
+
+   /*******************************************************************************
+    ** Old vectors cannot survive a model, filter or chunk-layout change.
+    *******************************************************************************/
+   @Override
+   public List<QRecord> postInsertOrUpdate(AbstractActionInput input, List<QRecord> records, Optional<List<QRecord>> oldRecordList) throws QException
+   {
+      Optional<Map<Serializable, QRecord>> old = oldRecordListToMap("id", oldRecordList);
+      AssistantRuntime runtime = AssistantRuntime.of(QContext.getQInstance());
+      if(runtime != null && old.isPresent())
+      {
+         for(QRecord record : records)
+         {
+            QRecord previous = old.get().get(record.getValue("id"));
+            if(previous != null && SEMANTIC_FIELDS.stream().anyMatch(name -> record.getValues().containsKey(name) && !Objects.equals(previous.getValue(name), record.getValue(name))))
+            {
+               runtime.getRagService().clear(new AssistantRagSource(previous));
+            }
+         }
+      }
+      return (records);
+   }
+
+
+
+   /*******************************************************************************
+    ** Deleted sources no longer have searchable vectors.
+    *******************************************************************************/
+   @Override
+   public List<QRecord> postDelete(DeleteInput input, List<QRecord> records) throws QException
+   {
+      AssistantRuntime runtime = AssistantRuntime.of(QContext.getQInstance());
+      if(runtime != null)
+      {
+         for(QRecord record : records)
+         {
+            runtime.getRagService().remove(new AssistantRagSource(record));
+         }
+      }
+      return (records);
+   }
+}

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/metadata/AssistantRecordScreens.java

@@ -17,6 +17,11 @@
 package com.kingsrook.qbits.assistant.metadata;
 
 
+import java.util.ArrayList;
+import java.util.LinkedHashSet;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
 import com.kingsrook.qbits.assistant.AssistantModelRouting;
 import com.kingsrook.qbits.assistant.AssistantQBitConfig;
 import com.kingsrook.qbits.assistant.access.DataAccessMode;
@@ -37,6 +42,9 @@ import com.kingsrook.qbits.assistant.model.AssistantPolicy;
 import com.kingsrook.qbits.assistant.model.AssistantProfile;
 import com.kingsrook.qbits.assistant.model.AssistantProfileSkill;
 import com.kingsrook.qbits.assistant.model.AssistantProvider;
+import com.kingsrook.qbits.assistant.model.AssistantRagSource;
+import com.kingsrook.qbits.assistant.model.AssistantScheduledRun;
+import com.kingsrook.qbits.assistant.model.AssistantScheduledTask;
 import com.kingsrook.qbits.assistant.model.AssistantSkill;
 import com.kingsrook.qbits.assistant.model.AssistantToolCall;
 import com.kingsrook.qbits.assistant.model.AssistantTurn;
@@ -46,7 +54,10 @@ import com.kingsrook.qbits.assistant.model.AssistantUsageDaily;
 import com.kingsrook.qbits.assistant.provider.AssistantProviderType;
 import com.kingsrook.qqq.backend.core.actions.dashboard.widgets.ChildRecordListRenderer;
 import com.kingsrook.qqq.backend.core.instances.QInstanceEnricher;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
+import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReferenceWithProperties;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.AdornmentType;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.DisplayFormat;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.FieldAdornment;
@@ -64,10 +75,6 @@ import com.kingsrook.qqq.backend.core.model.metadata.possiblevalues.QPossibleVal
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QFieldSection;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.Tier;
-import java.util.ArrayList;
-import java.util.LinkedHashSet;
-import java.util.List;
-import java.util.Set;
 
 
 /*******************************************************************************
@@ -127,6 +134,8 @@ public final class AssistantRecordScreens
       }
 
       return (List.of(
+         QPossibleValueSource.newForTable(AssistantScheduledTask.TABLE_NAME),
+         enumSource("assistant_scheduled_output", List.of(new QPossibleValue<>("RECORD", "Record"), new QPossibleValue<>("NOTIFICATION", "Notification"), new QPossibleValue<>("BOTH", "Both"))),
          QPossibleValueSource.newForTable(AssistantBudget.TABLE_NAME),
          QPossibleValueSource.newForTable(AssistantModel.TABLE_NAME).withName("assistant_registry_model"),
          QPossibleValueSource.newForTable(AssistantModel.TABLE_NAME).withName("assistant_budget_model"),
@@ -168,6 +177,32 @@ public final class AssistantRecordScreens
    {
       switch(table.getName())
       {
+         case AssistantScheduledTask.TABLE_NAME ->
+         {
+            link(table, "profileId", AssistantProfile.TABLE_NAME, "Profile");
+            pvs(table, "outputMode", "assistant_scheduled_output", "Output mode");
+            help(table, "credentialEnvName", "Name of an allowed environment variable holding this user's access token. Never enter the token here.");
+            help(table, "cronExpression", "Quartz cron expression, including seconds; for example 0 0 8 * * ? for 08:00 daily.");
+            help(table, "timezone", "IANA time zone, for example America/Chicago. Defaults to UTC; daylight saving time follows this zone.");
+            help(table, "writeModeRequested", "Requires administrator approval of this exact prompt and identity. Each proposed write still requires the user's confirmation.");
+            help(table, "maxCostUsdPerRun", "Optional USD STOP cap. Checked before each model or embedding call; a completed call may cross the cap.");
+            sections(table,
+               section("task", "Task", "schedule", Tier.T1, "id", "name", "enabled", "prompt", "profileId"),
+               section("identity", "Run as", "person", Tier.T2, "runAsUserId", "credentialEnvName", "credentialStatus"),
+               section("schedule", "Schedule and output", "event", Tier.T2, "cronExpression", "timezone", "nextRunAt", "outputMode", "maxCostUsdPerRun"),
+               section("approval", "Write approval", "verified_user", Tier.T2, "writeModeRequested", "writeModeApprovedBy", "writeModeApprovedAt", "writeModeApprovalHash"),
+               section("lastRun", "Last run", "history", Tier.T2, "lastRunAt", "lastRunStatus", "lastRunError"));
+         }
+         case AssistantScheduledRun.TABLE_NAME ->
+         {
+            link(table, "taskId", AssistantScheduledTask.TABLE_NAME, "Task");
+            link(table, "conversationId", AssistantConversation.TABLE_NAME, "Conversation");
+            link(table, "turnId", AssistantTurn.TABLE_NAME, "Turn");
+            help(table, "costMicros", MICROS_HELP);
+            sections(table,
+               section("run", "Run", "history", Tier.T1, "id", "taskId", "userId", "status", "scheduledFor", "startedAt", "endedAt"),
+               section("result", "Result", "chat", Tier.T2, "conversationId", "turnId", "summary", "costMicros", "error"));
+         }
          case AssistantBudget.TABLE_NAME -> budget(table);
          case AssistantBudgetOverride.TABLE_NAME, AssistantBudgetEvent.TABLE_NAME ->
          {
@@ -184,6 +219,7 @@ public final class AssistantRecordScreens
          case AssistantUsageDaily.TABLE_NAME -> usageDaily(table);
          case AssistantProvider.TABLE_NAME -> provider(table);
          case AssistantModel.TABLE_NAME -> model(table);
+         case AssistantRagSource.TABLE_NAME -> knowledge(table);
          case AssistantModelPrice.TABLE_NAME -> price(table);
          case AssistantUsage.TABLE_NAME -> usage(table);
          case AssistantDataAccess.TABLE_NAME -> dataAccess(table);
@@ -207,6 +243,11 @@ public final class AssistantRecordScreens
     *******************************************************************************/
    public static void addConversationChildLists(QInstance qInstance)
    {
+      QTableMetaData scheduledTask = qInstance.getTable(AssistantScheduledTask.TABLE_NAME);
+      if(scheduledTask != null)
+      {
+         childList(qInstance, scheduledTask, AssistantScheduledRun.TABLE_NAME, "Runs", "history", List.of("startedAt", "status", "conversationId", "costMicros", "summary"), "taskId", "scheduled");
+      }
       QTableMetaData conversation = qInstance.getTable(AssistantConversation.TABLE_NAME);
       if(conversation == null)
       {
@@ -286,17 +327,30 @@ public final class AssistantRecordScreens
       return (List.of(
          new QPossibleValueSource().withName(PROVIDER_TYPE_PVS_NAME).withType(QPossibleValueSourceType.ENUM).withIdType(QFieldType.STRING)
             .withValueFormatAndFields(PVSValueFormatAndFields.LABEL_ONLY).withEnumValues(types),
-         new QPossibleValueSource().withName(MODEL_PVS_NAME).withType(QPossibleValueSourceType.ENUM).withIdType(QFieldType.STRING)
-            .withValueFormatAndFields(PVSValueFormatAndFields.LABEL_ONLY).withEnumValues(modelValues),
-         enumSource("assistant_provider_kind", kinds),
+         settingsSource(MODEL_PVS_NAME, modelValues, true, true),
+         settingsSource("assistant_price_model", modelValues, true, false),
+         settingsSource("assistant_provider_kind", kinds, false, false),
          enumSource("assistant_provider_location", List.of(new QPossibleValue<>("LOCAL", "Local"), new QPossibleValue<>("CLOUD", "Cloud"))),
          enumSource("assistant_routing_mode", List.of(new QPossibleValue<>("OFF", "Off"), new QPossibleValue<>("HEURISTIC", "Heuristic"), new QPossibleValue<>("CLASSIFIER", "Classifier"))),
+         enumSource("assistant_model_kind", List.of(new QPossibleValue<>("CHAT", "Chat"), new QPossibleValue<>("EMBEDDING", "Embedding"))),
          enumSource("assistant_model_source", List.of(new QPossibleValue<>("DISCOVERED", "Discovered"), new QPossibleValue<>("MANUAL", "Manual"))),
          QPossibleValueSource.newForTable(AssistantProvider.TABLE_NAME)));
    }
 
 
 
+   /*******************************************************************************
+    ** Contingent searches use RC.5's otherValues input.
+    *******************************************************************************/
+   private static QPossibleValueSource settingsSource(String name, List<QPossibleValue<?>> union, Boolean models, Boolean providerRow)
+   {
+      return (new QPossibleValueSource().withName(name).withType(QPossibleValueSourceType.CUSTOM).withIdType(QFieldType.STRING)
+         .withValueFormatAndFields(PVSValueFormatAndFields.LABEL_ONLY)
+         .withCustomCodeReference(new QCodeReferenceWithProperties(AssistantSettingsPossibleValueProvider.class, Map.of("union", new ArrayList<>(union), "models", models, "providerRow", providerRow))));
+   }
+
+
+
    /*******************************************************************************
     ** Display label shared by provider settings and home cards. Custom kinds
     ** retain their registered name.
@@ -332,6 +386,11 @@ public final class AssistantRecordScreens
    private static void provider(QTableMetaData table)
    {
       pvs(table, "providerType", PROVIDER_TYPE_PVS_NAME, "Type");
+      /////////////////////////////////////////////////////////////////////////
+      // Add possibleValueSourceDependsOn("providerType") to model and kind   //
+      // once the next QQQ RC includes core feature/contingent-possible-values. //
+      // See QQQ docs/CONTINGENT-POSSIBLE-VALUES.md.                           //
+      /////////////////////////////////////////////////////////////////////////
       pvs(table, "model", MODEL_PVS_NAME, "Model");
       pvs(table, "kind", "assistant_provider_kind", "Kind");
       pvs(table, "location", "assistant_provider_location", "Location");
@@ -380,6 +439,11 @@ public final class AssistantRecordScreens
    private static void price(QTableMetaData table)
    {
       pvs(table, "providerType", PROVIDER_TYPE_PVS_NAME, "Provider Type");
+      /////////////////////////////////////////////////////////////////////////
+      // Add possibleValueSourceDependsOn("providerType") when the next QQQ  //
+      // RC includes it (QQQ docs/CONTINGENT-POSSIBLE-VALUES.md).              //
+      /////////////////////////////////////////////////////////////////////////
+      pvs(table, "model", "assistant_price_model", "Model");
       for(String field : List.of("inputUsdPerMTok", "outputUsdPerMTok", "cacheWrite5mUsdPerMTok", "cacheWrite1hUsdPerMTok"))
       {
          help(table, field, "USD per million tokens.");
@@ -510,8 +574,10 @@ public final class AssistantRecordScreens
          .withHelpContent(new QHelpContent("The table or process name, e.g. blog_post. Tables without a row use the default: NONE for sensitive tables, READ for the others. Processes default to NONE."));
       table.getField("mode").withLabel("Assistant access").withDefaultValue(DataAccessMode.READ.name())
          .withHelpContent(new QHelpContent("NONE: the assistant never sees it. READ: the read tools may use it. READ and write: the create, update and delete tools may too. The assistant always acts with the user's own permissions and record locks; this can only narrow them. A sensitive table (AI exposure NONE) stays NONE."));
+      table.getField("autoConfirmOk").withLabel("Auto-confirm OK")
+         .withHelpContent(new QHelpContent("Single-record inserts and updates here count as low-risk: users who chose auto-confirm (where the policy allows it) skip the confirmation card. Never deletes."));
       sections(table,
-         section("access", "Data Access", "admin_panel_settings", Tier.T1, "id", "objectType", "objectName", "mode"),
+         section("access", "Data Access", "admin_panel_settings", Tier.T1, "id", "objectType", "objectName", "mode", "autoConfirmOk"),
          section("notes", "Notes", "notes", Tier.T2, "notes"));
    }
 
@@ -648,6 +714,9 @@ public final class AssistantRecordScreens
       help(table, "killSwitch", "On: the assistant takes no new requests from anyone.");
       help(table, "killSwitchReason", "Shown to users while the kill switch is on.");
       help(table, "writesRequireConfirmation", "On (or empty): every create, update or delete the assistant proposes waits for the user to confirm it in the panel. Off: writes run at once, still with the user's own permissions.");
+      help(table, "writeModeAllowed", "On (or empty): users may switch a conversation to Write mode, where the create, update and delete tools exist. Off: every conversation stays Read-only.");
+      help(table, "writeModePermission", "Optional: only users holding this permission (a role) may use Write mode.");
+      help(table, "autoConfirmAllowed", "On: users may choose to auto-confirm low-risk writes (single-record inserts and updates on tables marked auto-confirm OK). Never deletes, bulk writes or processes. Off (or empty): every write waits for confirmation.");
       help(table, "allowedTools", "Comma-separated tool names the assistant may use (e.g. list_tables, query_records, count_records). Empty allows every tool.");
       help(table, "maxRowsPerCall", "Most rows one tool call returns to the model. Empty: 50; at most 200.");
       help(table, "redactPii", "On (or empty): API keys, tokens, private keys, card numbers and social security numbers are redacted from tool results before the model sees them.");
@@ -664,7 +733,7 @@ public final class AssistantRecordScreens
       sections(table,
          section("policy", "Policy", "policy", Tier.T1, "id", "name", "killSwitch", "killSwitchReason"),
          section("model", "Model", "smart_toy", Tier.T2, "mainModel", "mainEffort"),
-         section("tools", "Tools and data", "build", Tier.T2, "writesRequireConfirmation", "allowedTools", "maxRowsPerCall", "redactPii"),
+         section("tools", "Tools and data", "build", Tier.T2, "writeModeAllowed", "writeModePermission", "writesRequireConfirmation", "autoConfirmAllowed", "allowedTools", "maxRowsPerCall", "redactPii"),
          section("userDaily", "Per user, per day", "person", Tier.T2, "userDailyTokensSoft", "userDailyTokensHard", "userDailyCostMicrosSoft", "userDailyCostMicrosHard"),
          section("instanceMonthly", "Whole instance, per month", "domain", Tier.T2, "instanceMonthlyTokensSoft", "instanceMonthlyTokensHard", "instanceMonthlyCostMicrosSoft", "instanceMonthlyCostMicrosHard"));
    }
@@ -888,6 +957,7 @@ public final class AssistantRecordScreens
    {
       link(table, "providerId", AssistantProvider.TABLE_NAME, "Provider");
       pvs(table, "source", "assistant_model_source", "Source");
+      pvs(table, "modelKind", "assistant_model_kind", "Model kind");
       pvs(table, "fallbackModelId", "assistant_registry_model", "Fallback model");
       table.getField("contextWindowTokens").withLabel("Context window (tokens)");
       table.getField("maxOutputTokens").withLabel("Max output tokens");
@@ -896,7 +966,7 @@ public final class AssistantRecordScreens
       table.getField("outputUsdPerMTok").withLabel("Output (USD per million tokens)");
       table.getField("lastTestLatencyMs").withLabel("Last test latency (ms)");
       sections(table,
-         section("model", "Model", "memory", Tier.T1, "id", "providerId", "modelId", "displayName", "enabled", "source", "discoveredAt", "fallbackModelId"),
+         section("model", "Model", "memory", Tier.T1, "id", "providerId", "modelId", "displayName", "enabled", "modelKind", "embeddingDimensions", "source", "discoveredAt", "fallbackModelId"),
          section("capabilities", "Capabilities", "settings", Tier.T2, "supportsTools", "supportsVision", "supportsStreaming", "supportsReasoningEffort", "contextWindowTokens", "maxOutputTokens"),
          section("prices", "Prices", "payments", Tier.T2, "inputUsdPerMTok", "outputUsdPerMTok"),
          section("lastTest", "Last connection test", "network_check", Tier.T2, "lastTestAt", "lastTestStatus", "lastTestLatencyMs", "lastTestError"));
@@ -936,4 +1006,22 @@ public final class AssistantRecordScreens
          section("budget", "Budget", "savings", Tier.T1, "id", "name", "enabled", "scopeType", "scopeValue", "period", "metric", "limitValue"),
          section("thresholds", "Thresholds", "notifications", Tier.T2, "warnPercent", "atLimitAction", "downgradeModelId", "hardCeilingPercent", "notes"));
    }
+
+
+   /*******************************************************************************
+    ** Standard source editor and status, with explicit embedding model selection.
+    *******************************************************************************/
+   private static void knowledge(QTableMetaData table)
+   {
+      pvs(table, "embeddingModelId", "assistant_registry_model", "Embedding model");
+      table.getField("embeddingModelId").withPossibleValueSourceFilter(new QQueryFilter()
+         .withCriteria("modelKind", QCriteriaOperator.EQUALS, "EMBEDDING").withCriteria("enabled", QCriteriaOperator.EQUALS, true));
+      help(table, "embeddingModelId", "Select an enabled EMBEDDING model. Chat models are refused on save.");
+      help(table, "filterJson", "Optional QQQ query filter JSON. Index now reads it through the UI API as the clicking administrator.");
+      sections(table,
+         section("source", "Knowledge source", "manage_search", Tier.T1, "id", "name", "enabled", "tableName", "fieldNames", "titleFieldName", "filterJson"),
+         section("embedding", "Embedding", "memory", Tier.T2, "embeddingModelId", "chunkChars", "chunkOverlapChars"),
+         section("status", "Last index", "info", Tier.T2, "lastIndexedAt", "lastIndexStatus", "lastIndexError", "indexedRecordCount", "indexedChunkCount"));
+   }
+
 }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/metadata/AssistantScheduledTaskCustomizer.java

@@ -0,0 +1,132 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2026.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.metadata;
+
+
+import java.io.Serializable;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Map;
+import java.util.Objects;
+import java.util.Optional;
+import com.kingsrook.qbits.assistant.AssistantRuntime;
+import com.kingsrook.qbits.assistant.model.AssistantScheduledTask;
+import com.kingsrook.qbits.assistant.persistence.AssistantStore;
+import com.kingsrook.qbits.assistant.scheduled.ScheduledTasks;
+import com.kingsrook.qqq.backend.core.actions.customizers.TableCustomizerInterface;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.AbstractActionInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.QueryOrGetInputInterface;
+import com.kingsrook.qqq.backend.core.model.actions.tables.update.UpdateInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.model.statusmessages.BadInputStatusMessage;
+
+
+/*******************************************************************************
+ ** Validate task edits and invalidate approvals before changed text is saved.
+ *******************************************************************************/
+public class AssistantScheduledTaskCustomizer implements TableCustomizerInterface
+{
+   /*******************************************************************************
+    ** Internal status writes bypass this customizer only inside AssistantStore.
+    *******************************************************************************/
+   @Override
+   public List<QRecord> preInsertOrUpdate(AbstractActionInput input, List<QRecord> records, boolean isPreview, Optional<List<QRecord>> oldRecordList) throws QException
+   {
+      Optional<Map<Serializable, QRecord>> old = oldRecordListToMap("id", oldRecordList);
+      AssistantRuntime runtime = AssistantRuntime.of(QContext.getQInstance());
+      for(QRecord record : records)
+      {
+         record.getValues().remove("credentialStatus");
+         if(input instanceof UpdateInput update
+            && update.hasFlag(AssistantStore.ScheduledWrite.INTERNAL))
+         {
+            continue;
+         }
+         QRecord previous = old.map(rows -> rows.get(record.getValue("id"))).orElse(null);
+         for(String field : List.of("writeModeApprovedBy", "writeModeApprovedAt", "writeModeApprovalHash", "nextRunAt", "lastRunAt", "lastRunStatus", "lastRunError"))
+         {
+            record.getValues().remove(field);
+         }
+         QRecord merged = new QRecord();
+         merged.setValues(previous == null ? new LinkedHashMap<>() : new LinkedHashMap<>(previous.getValues()));
+         record.getValues().forEach(merged::setValue);
+         for(var entry : Map.<String, Serializable>of("enabled", false, "timezone", "UTC", "outputMode", "RECORD", "writeModeRequested", false).entrySet())
+         {
+            if(merged.getValue(entry.getKey()) == null)
+            {
+               merged.setValue(entry.getKey(), entry.getValue());
+               record.setValue(entry.getKey(), entry.getValue());
+            }
+         }
+         if(previous == null || ScheduledTasks.APPROVAL_FIELDS.stream().anyMatch(field -> !Objects.equals(previous.getValue(field), merged.getValue(field))))
+         {
+            record.setValue("writeModeApprovedBy", null);
+            record.setValue("writeModeApprovedAt", null);
+            record.setValue("writeModeApprovalHash", null);
+         }
+         try
+         {
+            AssistantScheduledTask task = new AssistantScheduledTask(merged);
+            ScheduledTasks.checkReference(runtime.getConfig(), task.getCredentialEnvName());
+            if(task.getPrompt() == null || task.getPrompt().isBlank() || task.getPrompt().length() > 4000)
+            {
+               throw (new QException("The prompt must contain 1 to 4000 characters."));
+            }
+            if(!List.of("RECORD", "NOTIFICATION", "BOTH").contains(task.getOutputMode()))
+            {
+               throw (new QException("Output mode must be RECORD, NOTIFICATION or BOTH."));
+            }
+            if(task.getMaxCostUsdPerRun() != null && task.getMaxCostUsdPerRun().signum() < 0)
+            {
+               throw (new QException("The per-run cost cap cannot be negative."));
+            }
+            var next = ScheduledTasks.next(task, runtime.getClock().instant());
+            if(previous == null || List.of("enabled", "cronExpression", "timezone").stream().anyMatch(field -> !Objects.equals(previous.getValue(field), merged.getValue(field))))
+            {
+               record.setValue("nextRunAt", Boolean.TRUE.equals(task.getEnabled()) ? next : null);
+            }
+         }
+         catch(QException e)
+         {
+            record.addError(new BadInputStatusMessage(e.getMessage()));
+         }
+      }
+      return (records);
+   }
+
+
+
+   /*******************************************************************************
+    ** Computed status is never persisted.
+    *******************************************************************************/
+   @Override
+   public List<QRecord> postQuery(QueryOrGetInputInterface input, List<QRecord> records) throws QException
+   {
+      AssistantRuntime runtime = AssistantRuntime.of(QContext.getQInstance());
+      for(QRecord record : records)
+      {
+         record.setValue("credentialStatus", ScheduledTasks.credentialStatus(runtime.getConfig(), new AssistantScheduledTask(record)));
+      }
+      return (records);
+   }
+}

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/metadata/AssistantSettingsCustomizer.java

@@ -83,6 +83,18 @@ public class AssistantSettingsCustomizer implements TableCustomizerInterface
       {
          for(QRecord record : records)
          {
+            if(record.getValue("id") == null && record.getValue("modelKind") == null)
+            {
+               record.setValue("modelKind", "CHAT");
+            }
+            if(record.getValue("modelKind") != null && !List.of("CHAT", "EMBEDDING").contains(record.getValueString("modelKind")))
+            {
+               record.addError(new BadInputStatusMessage("Model kind must be CHAT or EMBEDDING."));
+            }
+            if(record.getValue("embeddingDimensions") != null && record.getValueInteger("embeddingDimensions") < 1)
+            {
+               record.addError(new BadInputStatusMessage("Embedding dimensions must be positive."));
+            }
             if(record.getValue("id") == null)
             {
                if(record.getValue("source") == null)
@@ -171,6 +183,25 @@ public class AssistantSettingsCustomizer implements TableCustomizerInterface
             }
          }
       }
+      if(AssistantModel.TABLE_NAME.equals(tableName(input)) && oldRecordList.isPresent())
+      {
+         Map<Serializable, QRecord> previous = oldRecordListToMap("id", oldRecordList).orElse(Map.of());
+         for(QRecord record : records)
+         {
+            QRecord before = previous.get(record.getValue("id"));
+            if(before != null && List.of("providerId", "modelId", "modelKind", "embeddingDimensions").stream()
+               .anyMatch(name -> record.getValues().containsKey(name) && !java.util.Objects.equals(before.getValue(name), record.getValue(name))))
+            {
+               for(var source : runtime.getRagService().sources())
+               {
+                  if(java.util.Objects.equals(source.getEmbeddingModelId(), record.getValueInteger("id")))
+                  {
+                     runtime.getRagService().clear(source);
+                  }
+               }
+            }
+         }
+      }
       runtime.getProviderService().invalidate();
       return (records);
    }

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/metadata/AssistantSettingsPossibleValueProvider.java

@@ -0,0 +1,134 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.assistant.metadata;
+
+
+import java.io.Serializable;
+import java.util.ArrayList;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qbits.assistant.AssistantRuntime;
+import com.kingsrook.qbits.assistant.model.AssistantModel;
+import com.kingsrook.qbits.assistant.model.AssistantProvider;
+import com.kingsrook.qbits.assistant.persistence.AssistantStore;
+import com.kingsrook.qbits.assistant.provider.AssistantProviderType;
+import com.kingsrook.qqq.backend.core.actions.values.QCustomPossibleValueProvider;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.values.SearchPossibleValueSourceInput;
+import com.kingsrook.qqq.backend.core.model.metadata.code.InitializableViaCodeReference;
+import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReference;
+import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReferenceWithProperties;
+import com.kingsrook.qqq.backend.core.model.metadata.possiblevalues.QPossibleValue;
+
+
+/*******************************************************************************
+ ** Provider settings choices, narrowed by the selected provider type.
+ *******************************************************************************/
+public class AssistantSettingsPossibleValueProvider implements QCustomPossibleValueProvider<String>, InitializableViaCodeReference
+{
+   private final Map<String, QPossibleValue<String>> union = new LinkedHashMap<>();
+   private Boolean models;
+   private Boolean providerRow;
+
+
+
+   /*******************************************************************************
+    ** Price rows share model choices but their id is never a provider id.
+    *******************************************************************************/
+   @Override
+   public void initialize(QCodeReference codeReference)
+   {
+      Map<String, Serializable> properties = ((QCodeReferenceWithProperties) codeReference).getProperties();
+      models = (Boolean) properties.get("models");
+      providerRow = (Boolean) properties.get("providerRow");
+      for(Object object : (List<?>) properties.get("union"))
+      {
+         QPossibleValue<?> value = (QPossibleValue<?>) object;
+         union.put(String.valueOf(value.getId()), new QPossibleValue<>(String.valueOf(value.getId()), value.getLabel()));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Saved values resolve across types, including disabled registry models.
+    *******************************************************************************/
+   @Override
+   public QPossibleValue<String> getPossibleValue(Serializable idValue) throws QException
+   {
+      String id = String.valueOf(idValue);
+      if(union.containsKey(id))
+      {
+         return (union.get(id));
+      }
+      if(models && idValue != null)
+      {
+         for(AssistantModel model : new AssistantStore().listModels())
+         {
+            if(id.equals(model.getModelId()))
+            {
+               return (new QPossibleValue<>(id, id));
+            }
+         }
+      }
+      return (null);
+   }
+
+
+
+   /*******************************************************************************
+    ** Keep union fallback for callers that do not supply a known provider type.
+    *******************************************************************************/
+   @Override
+   public List<QPossibleValue<String>> search(SearchPossibleValueSourceInput input) throws QException
+   {
+      Map<String, Serializable> otherValues = input.getOtherValues();
+      AssistantProviderType type = otherValues == null ? null : AssistantRuntime.of(QContext.getQInstance()).getConfig().getProviderTypes().get(otherValues.get("providerType"));
+      Map<String, QPossibleValue<String>> values = new LinkedHashMap<>();
+      if(type == null)
+      {
+         values.putAll(union);
+      }
+      else
+      {
+         for(String id : models ? type.getModels() : type.getKinds())
+         {
+            values.put(id, new QPossibleValue<>(id, models ? id : AssistantRecordScreens.providerKindLabel(id)));
+         }
+         if(models && providerRow && otherValues.get("id") != null)
+         {
+            AssistantStore store = new AssistantStore();
+            String providerId = String.valueOf(otherValues.get("id"));
+            AssistantProvider provider = store.listProviders().stream()
+               .filter(row -> providerId.equals(String.valueOf(row.getId())) && type.getType().equals(row.getProviderType())).findFirst().orElse(null);
+            if(provider != null)
+            {
+               for(AssistantModel model : store.listModels())
+               {
+                  if(provider.getId().equals(model.getProviderId()) && Boolean.TRUE.equals(model.getEnabled()) && "CHAT".equals(model.getModelKind()))
+                  {
+                     values.put(model.getModelId(), new QPossibleValue<>(model.getModelId(), model.getModelId()));
+                  }
+               }
+            }
+         }
+      }
+      return (completeCustomPVSSearch(input, new ArrayList<>(values.values())));
+   }
+}

qbit-assistant/src/main/java/com/kingsrook/qbits/assistant/model/AssistantConversation.java

@@ -38,6 +38,12 @@ public class AssistantConversation extends QRecordEntity
    @Deprecated(since = "0.1.0-RC.3")
    public static final String LEGACY_TABLE_NAME = "assistantConversation";
 
+   @QField(isEditable = false)
+   private Integer scheduledTaskId;
+
+   @QField(isEditable = false, maxLength = 64)
+   private String channel = "panel";
+
    @QField(isEditable = false, maxLength = 16)
    private String maxClassification;
 
@@ -65,6 +71,9 @@ public class AssistantConversation extends QRecordEntity
    @QField(isEditable = false)
    private String contextJson;
 
+   @QField()
+   private Boolean writeMode;
+
    @QField(isEditable = false)
    private Long totalTokensIn;
 
@@ -503,6 +512,36 @@ public class AssistantConversation extends QRecordEntity
    }
 
 
+   /*******************************************************************************
+    ** Getter for writeMode (Write mode for this conversation (default Read-only); the write tools exist only in Write mode)
+    *******************************************************************************/
+   public Boolean getWriteMode()
+   {
+      return (this.writeMode);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for writeMode
+    *******************************************************************************/
+   public void setWriteMode(Boolean writeMode)
+   {
+      this.writeMode = writeMode;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for writeMode
+    *******************************************************************************/
+   public AssistantConversation withWriteMode(Boolean writeMode)
+   {
+      this.writeMode = writeMode;
+      return (this);
+   }
+
+
 
    /*******************************************************************************
     ** Getter for maxClassification
@@ -535,4 +574,66 @@ public class AssistantConversation extends QRecordEntity
 
 
 
+
+
+
+   /*******************************************************************************
+    ** Getter for scheduledTaskId
+    *******************************************************************************/
+   public Integer getScheduledTaskId()
+   {
+      return (scheduledTaskId);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for scheduledTaskId
+    *******************************************************************************/
+   public void setScheduledTaskId(Integer scheduledTaskId)
+   {
+      this.scheduledTaskId = scheduledTaskId;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for scheduledTaskId
+    *******************************************************************************/
+   public AssistantConversation withScheduledTaskId(Integer scheduledTaskId)
+   {
+      this.scheduledTaskId = scheduledTaskId;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for channel
+    *******************************************************************************/
+   public String getChannel()
+   {
+      return (channel);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for channel
+    *******************************************************************************/
+   public void setChannel(String channel)
+   {
+      this.channel = channel;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for channel
+    *******************************************************************************/
+   public AssistantConversation withChannel(String channel)
+   {
+      this.channel = channel;
+      return (this);
+   }
 }