.env.example

@@ -32,6 +32,12 @@ ENABLE_ACCOUNT_REGISTRATION=false
 # Redirect URIs (register in each IdP console):
 #   {OAUTH_CALLBACK_BASE_URL}/api/auth/oauth/google/callback/
 #   {OAUTH_CALLBACK_BASE_URL}/api/auth/oauth/microsoft/callback/
+# Same client id/secret pair is reused for Drive linking (#47) — the extra
+# Drive scopes below are requested incrementally via intent=link_drive /
+# intent=link_company_drive, no separate app registration needed:
+#   Google:    openid email profile https://www.googleapis.com/auth/drive.readonly
+#   Microsoft: openid email profile offline_access Files.Read (personal)
+#              openid email profile offline_access Files.Read.All Sites.Read.All (company)
 GOOGLE_OAUTH_CLIENT_ID=
 GOOGLE_OAUTH_CLIENT_SECRET=
 MICROSOFT_OAUTH_CLIENT_ID=
@@ -40,6 +46,22 @@ MICROSOFT_OAUTH_TENANT=common
 # Optional; defaults to request host. Example local: http://127.0.0.1:8001
 OAUTH_CALLBACK_BASE_URL=http://127.0.0.1:8001
 
+# Drive / RAG sync (#47-#53). Requires a subscription plan with allows_rag
+# (Founders, Pro, Business, Backer by default — see finance PLAN_SEED).
+# Start a link:  GET  /api/auth/oauth/google/start/?intent=link_drive             (authenticated)
+#                GET  /api/auth/oauth/google/start/?intent=link_company_drive     (company manager)
+#                GET  /api/auth/oauth/microsoft/start/?intent=link_drive
+#                GET  /api/auth/oauth/microsoft/start/?intent=link_company_drive
+# Manage:        GET    /api/drive/connections/
+#                DELETE /api/drive/connections/<id>/
+#                POST   /api/drive/connections/<id>/resources/   { "resource_ids": [...] }
+#                POST   /api/drive/connections/<id>/sync/
+# Provider push notifications (best-effort; register with each provider's
+# subscription/watch API pointing here, using ?connection_id=<id>):
+#   POST {OAUTH_CALLBACK_BASE_URL}/api/drive/webhooks/google/
+#   POST {OAUTH_CALLBACK_BASE_URL}/api/drive/webhooks/microsoft/
+# Worker sync: `python manage.py sync_drive_connections [--connection-id N]`
+
 # Stripe / finance (optional local — required for checkout + webhooks)
 STRIPE_SECRET_KEY=
 STRIPE_PUBLISHABLE_KEY=

.env.prod.example

@@ -53,6 +53,12 @@ ENABLE_ACCOUNT_REGISTRATION=false
 # Register redirect URIs:
 #   https://chatbackend.aimloperations.com/api/auth/oauth/google/callback/
 #   https://chatbackend.aimloperations.com/api/auth/oauth/microsoft/callback/
+# Same client id/secret pair covers Drive linking (#47); no extra IdP app
+# registration needed, but do register the Drive/Graph API + consent screen
+# scopes below in each console (incremental scopes requested at intent time):
+#   Google:    openid email profile https://www.googleapis.com/auth/drive.readonly
+#   Microsoft: openid email profile offline_access Files.Read (personal)
+#              openid email profile offline_access Files.Read.All Sites.Read.All (company)
 GOOGLE_OAUTH_CLIENT_ID=
 GOOGLE_OAUTH_CLIENT_SECRET=
 MICROSOFT_OAUTH_CLIENT_ID=
@@ -60,6 +66,13 @@ MICROSOFT_OAUTH_CLIENT_SECRET=
 MICROSOFT_OAUTH_TENANT=common
 OAUTH_CALLBACK_BASE_URL=https://chatbackend.aimloperations.com
 
+# Drive / RAG sync (#47-#53) — gated by SubscriptionPlan.allows_rag.
+# Register provider push notifications (Google Drive `watch`, Microsoft
+# Graph subscriptions) against:
+#   https://chatbackend.aimloperations.com/api/drive/webhooks/google/
+#   https://chatbackend.aimloperations.com/api/drive/webhooks/microsoft/
+# Scheduled sync (cron / server-infra job): `python manage.py sync_drive_connections`
+
 # Stripe / finance
 STRIPE_SECRET_KEY=replace-with-stripe-secret-key
 STRIPE_PUBLISHABLE_KEY=replace-with-stripe-publishable-key

README.md

@@ -93,6 +93,8 @@ with `COMPOSE_DATABASE_URL` if needed.
 | `ENABLE_ACCOUNT_REGISTRATION` | `false` | optional | Self-serve sign-up; keep false until ready |
 | `STRIPE_SECRET_KEY` / `STRIPE_PUBLISHABLE_KEY` / `STRIPE_WEBHOOK_SECRET` | empty | yes for billing | Stripe API + webhook |
 | `STRIPE_PRICE_ID` | empty | optional | Pre-created Price; else `$10/mo` from settings |
+| `GOOGLE_OAUTH_CLIENT_ID` / `..._SECRET` | empty | for SSO/Drive | Also used for Drive linking (#47), incremental scopes |
+| `MICROSOFT_OAUTH_CLIENT_ID` / `..._SECRET` / `..._TENANT` | empty / `common` | for SSO/Drive | Also used for Drive linking (#47), incremental scopes |
 | `FRONTEND_BASE_URL` | `http://localhost:3000` | set in prod/beta | Checkout success/cancel, portal return, OAuth return |
 | `STRIPE_PORTAL_RETURN_URL` | `{FRONTEND}/account/` | optional | Stripe Customer Portal return URL |
 | `CORS_ALLOWED_ORIGINS` | local + chat FE (+ beta FE default) | set in prod/beta | Frontend origin(s) |
@@ -209,6 +211,48 @@ Subscription audit (`UserAuthEvent` on the user admin):
 - `subscription_started` — first active plan (Checkout, Backer redeem, admin assign)
 - `subscription_updated` — plan/status/cancel-at-period-end changes (portal + webhooks)
 
+### Drive / RAG sync ([#47](https://git.aimloperations.com/ai_ml_operations/chat_backend/issues/47)-[#53](https://git.aimloperations.com/ai_ml_operations/chat_backend/issues/53))
+
+Personal Google Drive / OneDrive and company Google Shared Drive / SharePoint
+sync into the existing RAG `Document` pipeline. Every endpoint below is gated
+by `assert_feature_allowed(user, "rag")` (`SubscriptionPlan.allows_rag` —
+true for Founders/Pro/Business/Backer, false for Standard by default).
+
+**Connect (OAuth, reuses `#24` SSO app registrations with incremental scopes):**
+
+| | |
+|--|--|
+| Personal | `GET /api/auth/oauth/<google\|microsoft>/start/?intent=link_drive` (authenticated) |
+| Company | `GET /api/auth/oauth/<google\|microsoft>/start/?intent=link_company_drive` (company manager only) |
+| Callback | Same `/api/auth/oauth/<provider>/callback/` as SSO; the signed OAuth `state` carries the linking `user_id` since the browser has no session on the IdP redirect. Upserts a `DriveConnection` and redirects to `{FRONTEND_BASE_URL}/account/?drive_connected=1&provider=<provider>&kind=<personal\|company>` (or `?error=<code>`) |
+
+**Manage:**
+
+| Method / path | Notes |
+|--|--|
+| `GET /api/drive/connections/` | Caller's personal connections + their company's company connections |
+| `DELETE /api/drive/connections/<id>/` | Disconnect (owner for personal, company manager for company) — deactivates + clears tokens, keeps history |
+| `POST /api/drive/connections/<id>/resources/` | `{ "resource_ids": [...], "resource_labels": [...] }` — folder/shared-drive/site ids to sync; empty = provider root |
+| `POST /api/drive/connections/<id>/sync/` | Sync now (`chat_backend/services/drive_sync.py::sync_connection`) |
+
+**Provider scope differences:**
+- Google: same `drive.readonly` scope for personal and company; company sync
+  reads Shared Drives via `corpora=drive` + `supportsAllDrives`.
+- Microsoft: personal uses `Files.Read`; company uses `Files.Read.All
+  Sites.Read.All` and syncs SharePoint sites (`selected_resource_ids` = site ids).
+
+**Workers / webhooks (#52):**
+- `python manage.py sync_drive_connections [--connection-id N]` — cron/worker entry point.
+- `POST /api/drive/webhooks/google/` / `POST /api/drive/webhooks/microsoft/` —
+  provider push-notification stubs (`AllowAny`); acknowledge `200` and call
+  `sync_connection` when the notification's `connection_id` is resolvable,
+  else just `200` (no-op). Microsoft's subscription-creation `validationToken`
+  handshake is echoed back as `text/plain`.
+
+Google-native Docs/Sheets/Slides are exported to `.docx`/`.xlsx`/`.pdf` before
+ingest (Chroma/RAG loaders don't read the native formats). Documents whose
+remote file was deleted upstream are removed on the next sync.
+
 ## Security note
 
 Secrets previously hardcoded in `settings.py` (email password, captcha, Django

llm_be/chat_backend/admin.py

@@ -11,6 +11,7 @@ from .models import (
     PromptMetric,
     DocumentWorkspace,
     Document,
+    DriveConnection,
     UserAuthEvent,
     OutboundEmail,
     OAuthIdentity,
@@ -213,9 +214,36 @@ class DocumentAdmin(admin.ModelAdmin):
     model = Document
     list_display = (
         "file",
+        "source",
         "active",
         "created",
         "processed",
+        "drive_connection",
+    )
+    list_filter = ("source", "active", "processed")
+    raw_id_fields = ("drive_connection",)
+
+
+class DriveConnectionAdmin(admin.ModelAdmin):
+    model = DriveConnection
+    list_display = (
+        "provider",
+        "kind",
+        "company",
+        "user",
+        "external_account_email",
+        "is_active",
+        "last_sync_status",
+        "last_sync_at",
+    )
+    list_filter = ("provider", "kind", "is_active", "last_sync_status")
+    search_fields = ("external_account_email", "company__name", "user__email")
+    raw_id_fields = ("company", "user")
+    readonly_fields = (
+        "created",
+        "last_modified",
+        "access_token",
+        "refresh_token",
     )
 
 
@@ -233,6 +261,7 @@ admin.site.register(Feedback, FeedbackAdmin)
 
 admin.site.register(DocumentWorkspace, DocumentWorkspaceAdmin)
 admin.site.register(Document, DocumentAdmin)
+admin.site.register(DriveConnection, DriveConnectionAdmin)
 
 
 class OAuthIdentityAdmin(admin.ModelAdmin):

llm_be/chat_backend/consumers.py

@@ -497,6 +497,14 @@ class ChatConsumerAgain(AsyncWebsocketConsumer):
                             pass
 
                     if prompt_type == PromptType.RAG:
+                        try:
+                            await enforce_feature_gate(chat_user, "rag")
+                        except FeatureNotAllowed as exc:
+                            return {
+                                "type": "error",
+                                "code": exc.code,
+                                "content": exc.message,
+                            }
                         service = AsyncRAGService()
                         workspace = await get_workspace(
                             conversation_id, user=chat_user

llm_be/chat_backend/consumers_graph.py

@@ -294,8 +294,19 @@ async def generation_node(state: ChatState) -> ChatState:
              pass
 
     if prompt_type == PromptType.RAG:
-        service = AsyncRAGService()
         chat_user = state.get("chat_user")
+        if chat_user is not None:
+            try:
+                await enforce_feature_gate(chat_user, "rag")
+            except FeatureNotAllowed as exc:
+                return {
+                    "response_generator": {
+                        "type": "error",
+                        "code": exc.code,
+                        "content": exc.message,
+                    }
+                }
+        service = AsyncRAGService()
         workspace = await get_workspace(conversation_id, user=chat_user)
         generator = service.generate_response(messages, prompt_instance.message, workspace)
         return {"response_generator": generator}

llm_be/chat_backend/management/commands/sync_drive_connections.py

@@ -0,0 +1,55 @@
+"""Worker entry point for scheduled Drive sync (#52).
+
+Usage:
+    python manage.py sync_drive_connections
+    python manage.py sync_drive_connections --connection-id 42
+"""
+
+from __future__ import annotations
+
+from django.core.management.base import BaseCommand, CommandError
+
+from chat_backend.models import DriveConnection
+from chat_backend.services.drive_sync import sync_connection
+
+
+class Command(BaseCommand):
+    help = "Sync active Drive connections (Google Drive / OneDrive / SharePoint) into Documents."
+
+    def add_arguments(self, parser):
+        parser.add_argument(
+            "--connection-id",
+            type=int,
+            default=None,
+            help="Sync only the DriveConnection with this id.",
+        )
+
+    def handle(self, *args, **options):
+        connection_id = options.get("connection_id")
+        queryset = DriveConnection.objects.filter(is_active=True)
+        if connection_id is not None:
+            queryset = queryset.filter(id=connection_id)
+
+        connections = list(queryset)
+        if not connections:
+            if connection_id is not None:
+                raise CommandError(
+                    f"No active DriveConnection found with id={connection_id}."
+                )
+            self.stdout.write("No active Drive connections to sync.")
+            return
+
+        for connection in connections:
+            self.stdout.write(
+                f"Syncing connection={connection.id} "
+                f"provider={connection.provider} kind={connection.kind}..."
+            )
+            result = sync_connection(connection)
+            if result.get("error"):
+                self.stderr.write(f"  connection={connection.id} failed: {result['error']}")
+            else:
+                self.stdout.write(
+                    f"  connection={connection.id} added={result['added']} "
+                    f"updated={result['updated']} removed={result['removed']} "
+                    f"failed={len(result['failed'])}"
+                )

llm_be/chat_backend/migrations/0028_document_remote_etag_document_remote_file_id_and_more.py

@@ -0,0 +1,169 @@
+# Generated by Django 6.0 on 2026-08-01 20:15
+
+import django.db.models.deletion
+import django.utils.timezone
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("chat_backend", "0027_user_auth_event_subscription_and_delete"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="document",
+            name="remote_etag",
+            field=models.CharField(blank=True, default="", max_length=255),
+        ),
+        migrations.AddField(
+            model_name="document",
+            name="remote_file_id",
+            field=models.CharField(blank=True, default="", max_length=255),
+        ),
+        migrations.AddField(
+            model_name="document",
+            name="remote_name",
+            field=models.CharField(blank=True, default="", max_length=512),
+        ),
+        migrations.AddField(
+            model_name="document",
+            name="source",
+            field=models.CharField(
+                choices=[
+                    ("upload", "Upload"),
+                    ("google_drive", "Google Drive"),
+                    ("onedrive", "OneDrive"),
+                    ("sharepoint", "SharePoint"),
+                    ("google_shared_drive", "Google Shared Drive"),
+                ],
+                default="upload",
+                max_length=32,
+            ),
+        ),
+        migrations.AddField(
+            model_name="document",
+            name="sync_error",
+            field=models.TextField(blank=True, default=""),
+        ),
+        migrations.CreateModel(
+            name="DriveConnection",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                ("created", models.DateTimeField(default=django.utils.timezone.now)),
+                (
+                    "last_modified",
+                    models.DateTimeField(default=django.utils.timezone.now),
+                ),
+                (
+                    "provider",
+                    models.CharField(
+                        choices=[("google", "Google"), ("microsoft", "Microsoft")],
+                        max_length=32,
+                    ),
+                ),
+                (
+                    "kind",
+                    models.CharField(
+                        choices=[("personal", "Personal"), ("company", "Company")],
+                        default="personal",
+                        max_length=16,
+                    ),
+                ),
+                ("access_token", models.TextField(blank=True, default="")),
+                ("refresh_token", models.TextField(blank=True, default="")),
+                ("token_expires_at", models.DateTimeField(blank=True, null=True)),
+                ("scopes", models.TextField(blank=True, default="")),
+                (
+                    "external_account_email",
+                    models.EmailField(blank=True, default="", max_length=254),
+                ),
+                (
+                    "selected_resource_ids",
+                    models.JSONField(
+                        blank=True,
+                        default=list,
+                        help_text="Selected folder/drive/site ids to sync (empty = root/default).",
+                    ),
+                ),
+                (
+                    "selected_resource_labels",
+                    models.JSONField(
+                        blank=True,
+                        default=list,
+                        help_text="Human-readable labels matching selected_resource_ids, for the FE.",
+                    ),
+                ),
+                ("last_sync_at", models.DateTimeField(blank=True, null=True)),
+                (
+                    "last_sync_status",
+                    models.CharField(
+                        choices=[
+                            ("ok", "Ok"),
+                            ("error", "Error"),
+                            ("pending", "Pending"),
+                            ("never", "Never"),
+                        ],
+                        default="never",
+                        max_length=16,
+                    ),
+                ),
+                ("last_sync_error", models.TextField(blank=True, default="")),
+                ("is_active", models.BooleanField(default=True)),
+                (
+                    "company",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="drive_connections",
+                        to="chat_backend.company",
+                    ),
+                ),
+                (
+                    "user",
+                    models.ForeignKey(
+                        blank=True,
+                        help_text="Null for company-only connections owned by manager setup.",
+                        null=True,
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="drive_connections",
+                        to=settings.AUTH_USER_MODEL,
+                    ),
+                ),
+            ],
+        ),
+        migrations.AddField(
+            model_name="document",
+            name="drive_connection",
+            field=models.ForeignKey(
+                blank=True,
+                null=True,
+                on_delete=django.db.models.deletion.SET_NULL,
+                related_name="documents",
+                to="chat_backend.driveconnection",
+            ),
+        ),
+        migrations.AddIndex(
+            model_name="document",
+            index=models.Index(
+                fields=["drive_connection", "remote_file_id"],
+                name="chat_backen_drive_c_9332c2_idx",
+            ),
+        ),
+        migrations.AddConstraint(
+            model_name="driveconnection",
+            constraint=models.UniqueConstraint(
+                fields=("company", "provider", "kind", "user"),
+                name="uniq_drive_connection_company_provider_kind_user",
+            ),
+        ),
+    ]

llm_be/chat_backend/models.py

@@ -379,7 +379,87 @@ class DocumentWorkspace(TimeInfoBase):
     company = models.ForeignKey(Company, on_delete=models.CASCADE)
 
 
+class DriveConnection(TimeInfoBase):
+    """A linked Google Drive / Microsoft OneDrive-SharePoint account (#47-#52).
+
+    ``user`` is null for company-only connections set up by a company manager
+    (kind=company); personal connections always have ``user`` set.
+    """
+
+    class Provider(models.TextChoices):
+        GOOGLE = "google", "Google"
+        MICROSOFT = "microsoft", "Microsoft"
+
+    class Kind(models.TextChoices):
+        PERSONAL = "personal", "Personal"
+        COMPANY = "company", "Company"
+
+    class SyncStatus(models.TextChoices):
+        OK = "ok", "Ok"
+        ERROR = "error", "Error"
+        PENDING = "pending", "Pending"
+        NEVER = "never", "Never"
+
+    user = models.ForeignKey(
+        "CustomUser",
+        on_delete=models.CASCADE,
+        null=True,
+        blank=True,
+        related_name="drive_connections",
+        help_text="Null for company-only connections owned by manager setup.",
+    )
+    company = models.ForeignKey(
+        Company, on_delete=models.CASCADE, related_name="drive_connections"
+    )
+    provider = models.CharField(max_length=32, choices=Provider.choices)
+    kind = models.CharField(
+        max_length=16, choices=Kind.choices, default=Kind.PERSONAL
+    )
+    access_token = models.TextField(blank=True, default="")
+    refresh_token = models.TextField(blank=True, default="")
+    token_expires_at = models.DateTimeField(null=True, blank=True)
+    scopes = models.TextField(blank=True, default="")
+    external_account_email = models.EmailField(blank=True, default="")
+    selected_resource_ids = models.JSONField(
+        default=list,
+        blank=True,
+        help_text="Selected folder/drive/site ids to sync (empty = root/default).",
+    )
+    selected_resource_labels = models.JSONField(
+        default=list,
+        blank=True,
+        help_text="Human-readable labels matching selected_resource_ids, for the FE.",
+    )
+    last_sync_at = models.DateTimeField(null=True, blank=True)
+    last_sync_status = models.CharField(
+        max_length=16, choices=SyncStatus.choices, default=SyncStatus.NEVER
+    )
+    last_sync_error = models.TextField(blank=True, default="")
+    is_active = models.BooleanField(default=True)
+
+    class Meta:
+        constraints = [
+            models.UniqueConstraint(
+                fields=["company", "provider", "kind", "user"],
+                name="uniq_drive_connection_company_provider_kind_user",
+            ),
+        ]
+
+    def __str__(self):
+        return (
+            f"DriveConnection({self.provider}/{self.kind}) "
+            f"company={self.company_id} user={self.user_id}"
+        )
+
+
 class Document(TimeInfoBase):
+    class Source(models.TextChoices):
+        UPLOAD = "upload", "Upload"
+        GOOGLE_DRIVE = "google_drive", "Google Drive"
+        ONEDRIVE = "onedrive", "OneDrive"
+        SHAREPOINT = "sharepoint", "SharePoint"
+        GOOGLE_SHARED_DRIVE = "google_shared_drive", "Google Shared Drive"
+
     workspace = models.ForeignKey(DocumentWorkspace, on_delete=models.CASCADE)
     file = models.FileField(
         upload_to="documents/",
@@ -389,6 +469,25 @@ class Document(TimeInfoBase):
     uploaded_at = models.DateTimeField(auto_now_add=True)
     processed = models.BooleanField(default=False)
     active = models.BooleanField(default=False)
+    source = models.CharField(
+        max_length=32, choices=Source.choices, default=Source.UPLOAD
+    )
+    remote_file_id = models.CharField(max_length=255, blank=True, default="")
+    remote_etag = models.CharField(max_length=255, blank=True, default="")
+    remote_name = models.CharField(max_length=512, blank=True, default="")
+    drive_connection = models.ForeignKey(
+        DriveConnection,
+        on_delete=models.SET_NULL,
+        null=True,
+        blank=True,
+        related_name="documents",
+    )
+    sync_error = models.TextField(blank=True, default="")
+
+    class Meta:
+        indexes = [
+            models.Index(fields=["drive_connection", "remote_file_id"]),
+        ]
 
 
 class StoredFile(TimeInfoBase):

llm_be/chat_backend/oauth.py

@@ -14,7 +14,7 @@ from django.conf import settings
 from django.core import signing
 from django.utils import timezone
 
-from .models import Company, CustomUser, OAuthIdentity
+from .models import Company, CustomUser, DriveConnection, OAuthIdentity
 
 logger = logging.getLogger(__name__)
 
@@ -24,6 +24,7 @@ STATE_MAX_AGE_SECONDS = 600
 GOOGLE_AUTH_URL = "https://accounts.google.com/o/oauth2/v2/auth"
 GOOGLE_TOKEN_URL = "https://oauth2.googleapis.com/token"
 GOOGLE_USERINFO_URL = "https://openidconnect.googleapis.com/v1/userinfo"
+GOOGLE_DRIVE_READONLY_SCOPE = "https://www.googleapis.com/auth/drive.readonly"
 
 MICROSOFT_AUTH_URL_TMPL = (
     "https://login.microsoftonline.com/{tenant}/oauth2/v2.0/authorize"
@@ -31,6 +32,13 @@ MICROSOFT_AUTH_URL_TMPL = (
 MICROSOFT_TOKEN_URL_TMPL = (
     "https://login.microsoftonline.com/{tenant}/oauth2/v2.0/token"
 )
+MICROSOFT_DRIVE_PERSONAL_SCOPE = "Files.Read"
+MICROSOFT_DRIVE_COMPANY_SCOPE = "Files.Read.All Sites.Read.All"
+
+# OAuth intents (#24 login/signup; #47 Drive linking).
+LOGIN_INTENTS = {"login", "signup"}
+DRIVE_LINK_INTENTS = {"link_drive", "link_company_drive"}
+VALID_INTENTS = LOGIN_INTENTS | DRIVE_LINK_INTENTS
 
 
 class OAuthError(Exception):
@@ -76,14 +84,16 @@ def configured_providers() -> dict[str, bool]:
     }
 
 
-def dump_oauth_state(*, provider: str, intent: str) -> str:
-    return signing.dumps(
-        {"provider": provider, "intent": intent},
-        salt=STATE_SALT,
-    )
+def dump_oauth_state(
+    *, provider: str, intent: str, user_id: int | None = None
+) -> str:
+    payload: dict[str, Any] = {"provider": provider, "intent": intent}
+    if user_id is not None:
+        payload["user_id"] = user_id
+    return signing.dumps(payload, salt=STATE_SALT)
 
 
-def load_oauth_state(state: str) -> dict[str, str]:
+def load_oauth_state(state: str) -> dict[str, Any]:
     try:
         data = signing.loads(state, salt=STATE_SALT, max_age=STATE_MAX_AGE_SECONDS)
     except signing.BadSignature as exc:
@@ -92,25 +102,38 @@ def load_oauth_state(state: str) -> dict[str, str]:
     intent = data.get("intent") or "login"
     if provider not in OAuthIdentity.Provider.values:
         raise OAuthError("invalid_state", "Unknown OAuth provider in state.")
-    if intent not in {"login", "signup"}:
+    if intent not in VALID_INTENTS:
         raise OAuthError("invalid_state", "Invalid OAuth intent.")
-    return {"provider": provider, "intent": intent}
+    result: dict[str, Any] = {"provider": provider, "intent": intent}
+    if intent in DRIVE_LINK_INTENTS:
+        user_id = data.get("user_id")
+        if not user_id:
+            raise OAuthError(
+                "invalid_state", "OAuth state is missing the linking user."
+            )
+        result["user_id"] = user_id
+    return result
 
 
 def _microsoft_tenant() -> str:
     return settings.MICROSOFT_OAUTH_TENANT or "common"
 
 
-def build_authorization_url(*, provider: str, redirect_uri: str, state: str) -> str:
+def build_authorization_url(
+    *, provider: str, redirect_uri: str, state: str, intent: str = "login"
+) -> str:
     if not provider_configured(provider):
         raise OAuthError("provider_not_configured", f"{provider} OAuth is not configured.")
 
     if provider == OAuthIdentity.Provider.GOOGLE:
+        scope = "openid email profile"
+        if intent in DRIVE_LINK_INTENTS:
+            scope = f"{scope} {GOOGLE_DRIVE_READONLY_SCOPE}"
         params = {
             "client_id": settings.GOOGLE_OAUTH_CLIENT_ID,
             "redirect_uri": redirect_uri,
             "response_type": "code",
-            "scope": "openid email profile",
+            "scope": scope,
             "state": state,
             "access_type": "offline",
             "prompt": "select_account consent",
@@ -119,12 +142,17 @@ def build_authorization_url(*, provider: str, redirect_uri: str, state: str) ->
         return f"{GOOGLE_AUTH_URL}?{urlencode(params)}"
 
     if provider == OAuthIdentity.Provider.MICROSOFT:
+        scope = "openid email profile offline_access"
+        if intent == "link_drive":
+            scope = f"{scope} {MICROSOFT_DRIVE_PERSONAL_SCOPE}"
+        elif intent == "link_company_drive":
+            scope = f"{scope} {MICROSOFT_DRIVE_COMPANY_SCOPE}"
         params = {
             "client_id": settings.MICROSOFT_OAUTH_CLIENT_ID,
             "redirect_uri": redirect_uri,
             "response_type": "code",
             "response_mode": "query",
-            "scope": "openid email profile offline_access",
+            "scope": scope,
             "state": state,
             "prompt": "select_account",
         }
@@ -306,6 +334,38 @@ def upsert_identity(user: CustomUser, profile: ProviderProfile) -> OAuthIdentity
     )
 
 
+def upsert_drive_connection(
+    *, user: CustomUser, kind: str, profile: ProviderProfile
+) -> DriveConnection:
+    """Create/refresh a DriveConnection from a link_drive/link_company_drive callback (#47)."""
+    expires_at = _token_expiry(profile.expires_in)
+    lookup_user = user if kind == DriveConnection.Kind.PERSONAL else None
+    connection = DriveConnection.objects.filter(
+        company=user.company,
+        provider=profile.provider,
+        kind=kind,
+        user=lookup_user,
+    ).first()
+    if connection is None:
+        connection = DriveConnection(
+            company=user.company,
+            provider=profile.provider,
+            kind=kind,
+            user=lookup_user,
+        )
+
+    connection.access_token = profile.access_token
+    if profile.refresh_token:
+        connection.refresh_token = profile.refresh_token
+    connection.token_expires_at = expires_at
+    connection.scopes = profile.scopes
+    connection.external_account_email = profile.email
+    connection.is_active = True
+    connection.last_sync_error = ""
+    connection.save()
+    return connection
+
+
 def _create_sso_user(profile: ProviderProfile) -> CustomUser:
     from finance.services.plans import try_redeem_backer_email
 
@@ -329,6 +389,14 @@ def _create_sso_user(profile: ProviderProfile) -> CustomUser:
     return user
 
 
+def resolve_link_user(user_id: int) -> CustomUser:
+    """Load the authenticated user a Drive-link callback should attach to."""
+    user = CustomUser.objects.filter(pk=user_id, deleted=False).first()
+    if user is None:
+        raise OAuthError("user_not_found", "Linking user account was not found.")
+    return user
+
+
 def resolve_user_from_profile(
     *, profile: ProviderProfile, intent: str
 ) -> tuple[CustomUser, bool]:

llm_be/chat_backend/serializers.py

@@ -13,6 +13,7 @@ from .models import (
     FEEDBACK_CATEGORIES,
     DocumentWorkspace,
     Document,
+    DriveConnection,
 )
 
 
@@ -279,3 +280,37 @@ class DocumentSerializer(serializers.ModelSerializer):
             "active",
         ]
         read_only_fields = ["id", "uploaded_at", "processed", "created"]
+
+
+# drive connection serializers (#47-#52)
+class DriveConnectionSerializer(serializers.ModelSerializer):
+    """Never exposes access_token/refresh_token to the client."""
+
+    class Meta:
+        model = DriveConnection
+        fields = [
+            "id",
+            "provider",
+            "kind",
+            "external_account_email",
+            "selected_resource_ids",
+            "selected_resource_labels",
+            "last_sync_at",
+            "last_sync_status",
+            "last_sync_error",
+            "is_active",
+            "created",
+        ]
+        read_only_fields = fields
+
+
+class DriveConnectionResourcesSerializer(serializers.Serializer):
+    resource_ids = serializers.ListField(
+        child=serializers.CharField(max_length=512), allow_empty=True
+    )
+    resource_labels = serializers.ListField(
+        child=serializers.CharField(max_length=512, allow_blank=True),
+        allow_empty=True,
+        required=False,
+        default=list,
+    )

llm_be/chat_backend/services/chat_tenant_scope.py

@@ -91,6 +91,27 @@ def resolve_chat_user(
     return None
 
 
+def ensure_company_workspace(company) -> DocumentWorkspace:
+    """Return ``company``'s document workspace, creating a default one if missing (#46).
+
+    Never uses a bare ``.get(company=...)`` — ``.order_by("id").first()`` picks
+    a stable single workspace even if duplicates exist, and ``get_or_create``
+    closes the race for brand-new companies that don't have one yet (so
+    document upload/list/detail views never 404 just because a workspace was
+    never explicitly created).
+    """
+    workspace = (
+        DocumentWorkspace.objects.filter(company=company).order_by("id").first()
+    )
+    if workspace is not None:
+        return workspace
+    workspace, _ = DocumentWorkspace.objects.get_or_create(
+        company=company,
+        defaults={"name": "Default"},
+    )
+    return workspace
+
+
 def resolve_chat_company_scope(
     user: CustomUser,
     conversation_id: Optional[int] = None,
@@ -135,16 +156,7 @@ def resolve_chat_company_scope(
                 code="conversation_forbidden",
             )
 
-    workspace = (
-        DocumentWorkspace.objects.filter(company_id=user.company_id)
-        .order_by("id")
-        .first()
-    )
-    if workspace is None:
-        raise ChatTenantScopeError(
-            "No document workspace exists for this company.",
-            code="workspace_missing",
-        )
+    workspace = ensure_company_workspace(user.company)
 
     return ChatCompanyScope(
         user_id=user.id,

llm_be/chat_backend/services/drive_sync.py

@@ -0,0 +1,455 @@
+"""Google Drive / Microsoft OneDrive & SharePoint sync into RAG Documents (#48-#52).
+
+``sync_connection`` is the single entry point used by the API sync endpoint,
+the ``sync_drive_connections`` management command, and the webhook stubs.
+"""
+
+from __future__ import annotations
+
+import logging
+from dataclasses import dataclass, field
+from datetime import timedelta
+from typing import Any
+
+import httpx
+from django.conf import settings
+from django.core.files.base import ContentFile
+from django.utils import timezone
+
+from chat_backend.models import Document, DriveConnection
+from chat_backend.services.chat_tenant_scope import ensure_company_workspace
+from chat_backend.services.rag_services import AsyncRAGService
+
+logger = logging.getLogger(__name__)
+
+GOOGLE_TOKEN_URL = "https://oauth2.googleapis.com/token"
+GOOGLE_FILES_URL = "https://www.googleapis.com/drive/v3/files"
+GOOGLE_FOLDER_MIME = "application/vnd.google-apps.folder"
+# Google-native docs must be exported to a downloadable format (#48).
+GOOGLE_EXPORT_MIME_MAP: dict[str, tuple[str, str]] = {
+    "application/vnd.google-apps.document": (
+        "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+        ".docx",
+    ),
+    "application/vnd.google-apps.spreadsheet": (
+        "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+        ".xlsx",
+    ),
+    "application/vnd.google-apps.presentation": ("application/pdf", ".pdf"),
+}
+
+MICROSOFT_TOKEN_URL_TMPL = "https://login.microsoftonline.com/{tenant}/oauth2/v2.0/token"
+GRAPH_BASE_URL = "https://graph.microsoft.com/v1.0"
+
+HTTP_TIMEOUT_SECONDS = 30.0
+
+
+class DriveSyncError(Exception):
+    """Raised for any unrecoverable failure syncing one connection."""
+
+    def __init__(self, code: str, message: str = ""):
+        self.code = code
+        self.message = message or code
+        super().__init__(self.message)
+
+
+@dataclass
+class RemoteFile:
+    id: str
+    name: str
+    mime_type: str
+    etag: str
+    size: int | None = None
+    # Microsoft company (SharePoint) downloads are scoped to a site id.
+    context_id: str = field(default="")
+
+
+def _microsoft_tenant() -> str:
+    return settings.MICROSOFT_OAUTH_TENANT or "common"
+
+
+def _document_source(connection: DriveConnection) -> str:
+    if connection.provider == DriveConnection.Provider.GOOGLE:
+        return (
+            Document.Source.GOOGLE_SHARED_DRIVE
+            if connection.kind == DriveConnection.Kind.COMPANY
+            else Document.Source.GOOGLE_DRIVE
+        )
+    return (
+        Document.Source.SHAREPOINT
+        if connection.kind == DriveConnection.Kind.COMPANY
+        else Document.Source.ONEDRIVE
+    )
+
+
+# --- Token refresh ---------------------------------------------------------
+
+
+def refresh_google_token(connection: DriveConnection) -> str:
+    if not connection.refresh_token:
+        raise DriveSyncError(
+            "missing_refresh_token", "No refresh token stored for this connection."
+        )
+    with httpx.Client(timeout=HTTP_TIMEOUT_SECONDS) as client:
+        response = client.post(
+            GOOGLE_TOKEN_URL,
+            data={
+                "client_id": settings.GOOGLE_OAUTH_CLIENT_ID,
+                "client_secret": settings.GOOGLE_OAUTH_CLIENT_SECRET,
+                "refresh_token": connection.refresh_token,
+                "grant_type": "refresh_token",
+            },
+        )
+    if response.status_code >= 400:
+        raise DriveSyncError(
+            "token_refresh_failed", f"Google token refresh failed: {response.text}"
+        )
+    data = response.json()
+    access_token = data.get("access_token") or ""
+    if not access_token:
+        raise DriveSyncError(
+            "token_refresh_failed", "Google refresh did not return an access token."
+        )
+    connection.access_token = access_token
+    expires_in = data.get("expires_in")
+    if expires_in:
+        connection.token_expires_at = timezone.now() + timedelta(seconds=int(expires_in))
+    connection.save(update_fields=["access_token", "token_expires_at", "last_modified"])
+    return access_token
+
+
+def refresh_microsoft_token(connection: DriveConnection) -> str:
+    if not connection.refresh_token:
+        raise DriveSyncError(
+            "missing_refresh_token", "No refresh token stored for this connection."
+        )
+    token_url = MICROSOFT_TOKEN_URL_TMPL.format(tenant=_microsoft_tenant())
+    with httpx.Client(timeout=HTTP_TIMEOUT_SECONDS) as client:
+        response = client.post(
+            token_url,
+            data={
+                "client_id": settings.MICROSOFT_OAUTH_CLIENT_ID,
+                "client_secret": settings.MICROSOFT_OAUTH_CLIENT_SECRET,
+                "refresh_token": connection.refresh_token,
+                "grant_type": "refresh_token",
+                "scope": connection.scopes or "offline_access Files.Read.All",
+            },
+        )
+    if response.status_code >= 400:
+        raise DriveSyncError(
+            "token_refresh_failed", f"Microsoft token refresh failed: {response.text}"
+        )
+    data = response.json()
+    access_token = data.get("access_token") or ""
+    if not access_token:
+        raise DriveSyncError(
+            "token_refresh_failed", "Microsoft refresh did not return an access token."
+        )
+    connection.access_token = access_token
+    if data.get("refresh_token"):
+        connection.refresh_token = data["refresh_token"]
+    expires_in = data.get("expires_in")
+    if expires_in:
+        connection.token_expires_at = timezone.now() + timedelta(seconds=int(expires_in))
+    connection.save(
+        update_fields=["access_token", "refresh_token", "token_expires_at", "last_modified"]
+    )
+    return access_token
+
+
+def ensure_fresh_token(connection: DriveConnection) -> str:
+    """Return a usable access token, refreshing when expired or close to it."""
+    if (
+        connection.access_token
+        and connection.token_expires_at
+        and connection.token_expires_at > timezone.now() + timedelta(minutes=2)
+    ):
+        return connection.access_token
+    if connection.provider == DriveConnection.Provider.GOOGLE:
+        return refresh_google_token(connection)
+    return refresh_microsoft_token(connection)
+
+
+# --- Google Drive listing/download -----------------------------------------
+
+
+def _google_files_page(client: httpx.Client, headers: dict, params: dict) -> list[RemoteFile]:
+    response = client.get(GOOGLE_FILES_URL, headers=headers, params=params)
+    if response.status_code >= 400:
+        raise DriveSyncError("list_failed", f"Google Drive list failed: {response.text}")
+    data = response.json()
+    files: list[RemoteFile] = []
+    for item in data.get("files", []):
+        if item.get("mimeType") == GOOGLE_FOLDER_MIME:
+            continue
+        files.append(
+            RemoteFile(
+                id=item["id"],
+                name=item.get("name") or item["id"],
+                mime_type=item.get("mimeType", ""),
+                etag=item.get("md5Checksum") or item.get("modifiedTime") or "",
+                size=int(item["size"]) if item.get("size") else None,
+            )
+        )
+    return files
+
+
+def _list_google_files(connection: DriveConnection, access_token: str) -> list[RemoteFile]:
+    """List files under selected folders/shared drives, or "My Drive" root."""
+    headers = {"Authorization": f"Bearer {access_token}"}
+    parents = connection.selected_resource_ids or []
+    files: list[RemoteFile] = []
+    common_params = {
+        "fields": "files(id,name,mimeType,md5Checksum,size,modifiedTime)",
+        "pageSize": 100,
+        "supportsAllDrives": "true",
+        "includeItemsFromAllDrives": "true",
+    }
+    with httpx.Client(timeout=HTTP_TIMEOUT_SECONDS) as client:
+        if not parents:
+            params = {**common_params, "q": "'root' in parents and trashed = false"}
+            files.extend(_google_files_page(client, headers, params))
+        else:
+            for parent_id in parents:
+                params = {
+                    **common_params,
+                    "q": f"'{parent_id}' in parents and trashed = false",
+                }
+                if connection.kind == DriveConnection.Kind.COMPANY:
+                    params["corpora"] = "drive"
+                    params["driveId"] = parent_id
+                files.extend(_google_files_page(client, headers, params))
+    return files
+
+
+def _download_google_file(
+    client: httpx.Client, headers: dict, remote: RemoteFile
+) -> tuple[bytes, str, str]:
+    export = GOOGLE_EXPORT_MIME_MAP.get(remote.mime_type)
+    if export:
+        export_mime, suffix = export
+        filename = remote.name if remote.name.endswith(suffix) else f"{remote.name}{suffix}"
+        response = client.get(
+            f"{GOOGLE_FILES_URL}/{remote.id}/export",
+            headers=headers,
+            params={"mimeType": export_mime},
+        )
+        content_type = export_mime
+    else:
+        filename = remote.name
+        content_type = remote.mime_type or "application/octet-stream"
+        response = client.get(
+            f"{GOOGLE_FILES_URL}/{remote.id}",
+            headers=headers,
+            params={"alt": "media", "supportsAllDrives": "true"},
+        )
+    if response.status_code >= 400:
+        raise DriveSyncError(
+            "download_failed", f"Google Drive download failed: {response.text}"
+        )
+    return response.content, filename, content_type
+
+
+# --- Microsoft Graph listing/download --------------------------------------
+
+
+def _graph_children(client: httpx.Client, headers: dict, url: str) -> list[RemoteFile]:
+    files: list[RemoteFile] = []
+    while url:
+        response = client.get(url, headers=headers)
+        if response.status_code >= 400:
+            raise DriveSyncError(
+                "list_failed", f"Microsoft Graph list failed: {response.text}"
+            )
+        data = response.json()
+        for item in data.get("value", []):
+            if "folder" in item:
+                continue
+            files.append(
+                RemoteFile(
+                    id=item["id"],
+                    name=item.get("name") or item["id"],
+                    mime_type=(item.get("file") or {}).get("mimeType", ""),
+                    etag=item.get("eTag") or item.get("cTag") or "",
+                    size=item.get("size"),
+                )
+            )
+        url = data.get("@odata.nextLink")
+    return files
+
+
+def _list_microsoft_files(connection: DriveConnection, access_token: str) -> list[RemoteFile]:
+    headers = {"Authorization": f"Bearer {access_token}"}
+    selected = connection.selected_resource_ids or []
+    files: list[RemoteFile] = []
+    with httpx.Client(timeout=HTTP_TIMEOUT_SECONDS) as client:
+        if connection.kind == DriveConnection.Kind.COMPANY:
+            # Company (SharePoint) sync requires explicit site selection (#50/#51).
+            for site_id in selected:
+                url = f"{GRAPH_BASE_URL}/sites/{site_id}/drive/root/children"
+                for remote in _graph_children(client, headers, url):
+                    remote.context_id = site_id
+                    files.append(remote)
+        elif not selected:
+            url = f"{GRAPH_BASE_URL}/me/drive/root/children"
+            files.extend(_graph_children(client, headers, url))
+        else:
+            for folder_id in selected:
+                url = f"{GRAPH_BASE_URL}/me/drive/items/{folder_id}/children"
+                files.extend(_graph_children(client, headers, url))
+    return files
+
+
+def _download_microsoft_file(
+    client: httpx.Client, headers: dict, connection: DriveConnection, remote: RemoteFile
+) -> tuple[bytes, str, str]:
+    if connection.kind == DriveConnection.Kind.COMPANY and remote.context_id:
+        url = f"{GRAPH_BASE_URL}/sites/{remote.context_id}/drive/items/{remote.id}/content"
+    else:
+        url = f"{GRAPH_BASE_URL}/me/drive/items/{remote.id}/content"
+    response = client.get(url, headers=headers)
+    if response.status_code >= 400:
+        raise DriveSyncError(
+            "download_failed", f"Microsoft download failed: {response.text}"
+        )
+    content_type = response.headers.get("content-type", "application/octet-stream")
+    return response.content, remote.name, content_type
+
+
+def _download_file(
+    client: httpx.Client, headers: dict, connection: DriveConnection, remote: RemoteFile
+) -> tuple[bytes, str, str]:
+    if connection.provider == DriveConnection.Provider.GOOGLE:
+        return _download_google_file(client, headers, remote)
+    return _download_microsoft_file(client, headers, connection, remote)
+
+
+def _list_remote_files(connection: DriveConnection, access_token: str) -> list[RemoteFile]:
+    if connection.provider == DriveConnection.Provider.GOOGLE:
+        return _list_google_files(connection, access_token)
+    return _list_microsoft_files(connection, access_token)
+
+
+# --- Sync entry point --------------------------------------------------------
+
+
+def sync_connection(connection: DriveConnection) -> dict[str, Any]:
+    """Refresh tokens, list selected resources, and reconcile Documents (#48-#51).
+
+    Downloads (or exports, for Google-native docs) each remote file, creates/
+    updates the matching ``Document`` row, ingests it via ``AsyncRAGService``,
+    and removes ``Document`` rows whose remote file was deleted upstream.
+    """
+    result: dict[str, Any] = {"added": 0, "updated": 0, "removed": 0, "failed": []}
+
+    connection.last_sync_status = DriveConnection.SyncStatus.PENDING
+    connection.save(update_fields=["last_sync_status", "last_modified"])
+
+    try:
+        access_token = ensure_fresh_token(connection)
+        remote_files = _list_remote_files(connection, access_token)
+        workspace = ensure_company_workspace(connection.company)
+        source = _document_source(connection)
+
+        remote_by_id = {remote.id: remote for remote in remote_files}
+        existing_docs = {
+            document.remote_file_id: document
+            for document in Document.objects.filter(drive_connection=connection)
+        }
+
+        rag_service = AsyncRAGService()
+        headers = {"Authorization": f"Bearer {access_token}"}
+        with httpx.Client(timeout=60.0) as client:
+            for remote in remote_files:
+                existing = existing_docs.get(remote.id)
+                if existing is not None and existing.remote_etag == remote.etag:
+                    continue
+
+                try:
+                    content, filename, _content_type = _download_file(
+                        client, headers, connection, remote
+                    )
+                except DriveSyncError as exc:
+                    result["failed"].append({"file": remote.name, "error": exc.message})
+                    continue
+
+                if existing is not None:
+                    existing.file.save(filename, ContentFile(content), save=False)
+                    existing.remote_etag = remote.etag
+                    existing.remote_name = remote.name
+                    existing.sync_error = ""
+                    existing.processed = False
+                    existing.active = True
+                    existing.save()
+                    document = existing
+                    result["updated"] += 1
+                else:
+                    document = Document.objects.create(
+                        workspace=workspace,
+                        source=source,
+                        drive_connection=connection,
+                        remote_file_id=remote.id,
+                        remote_etag=remote.etag,
+                        remote_name=remote.name,
+                        active=True,
+                    )
+                    document.file.save(filename, ContentFile(content), save=True)
+                    result["added"] += 1
+
+                try:
+                    ingest_result = rag_service.add_files_to_store(
+                        [
+                            (
+                                document.file,
+                                document.file.name,
+                                workspace.id,
+                                document.id,
+                                document.active,
+                            )
+                        ],
+                        workspace_id=workspace.id,
+                        source=source,
+                    )
+                    document.processed = True
+                    document.sync_error = (
+                        str(ingest_result.get("failed_files"))
+                        if ingest_result.get("failed_files")
+                        else ""
+                    )
+                    document.save(update_fields=["processed", "sync_error", "last_modified"])
+                except Exception as exc:  # keep syncing remaining files
+                    logger.exception(
+                        "RAG ingest failed for document=%s connection=%s",
+                        document.id,
+                        connection.id,
+                    )
+                    document.sync_error = str(exc)
+                    document.save(update_fields=["sync_error", "last_modified"])
+                    result["failed"].append({"file": remote.name, "error": str(exc)})
+
+            for remote_id, document in existing_docs.items():
+                if remote_id not in remote_by_id:
+                    document.delete()
+                    result["removed"] += 1
+
+        connection.last_sync_status = DriveConnection.SyncStatus.OK
+        connection.last_sync_error = ""
+    except DriveSyncError as exc:
+        logger.warning(
+            "Drive sync failed for connection=%s (%s): %s", connection.id, exc.code, exc.message
+        )
+        connection.last_sync_status = DriveConnection.SyncStatus.ERROR
+        connection.last_sync_error = exc.message
+        result["error"] = exc.message
+    except Exception as exc:
+        logger.exception("Unexpected Drive sync failure for connection=%s", connection.id)
+        connection.last_sync_status = DriveConnection.SyncStatus.ERROR
+        connection.last_sync_error = str(exc)
+        result["error"] = str(exc)
+    finally:
+        connection.last_sync_at = timezone.now()
+        connection.save(
+            update_fields=["last_sync_status", "last_sync_error", "last_sync_at", "last_modified"]
+        )
+
+    return result

llm_be/chat_backend/services/rag_services.py

@@ -120,6 +120,7 @@ class RAGService(BaseService):
                         "workspace_id": doc.workspace_id,
                         "company_id": doc.workspace.company_id,
                         "document_id": doc.id,
+                        "active": bool(doc.active),
                     },
                 )
                 if chunks:
@@ -130,6 +131,38 @@ class RAGService(BaseService):
         self.vector_store.persist()
         return docs
 
+    def delete_document_vectors(self, document_id) -> None:
+        """Remove every vector chunk belonging to a document (#45).
+
+        Used on ``Document`` delete so a re-uploaded/replaced document does
+        not leave stale chunks searchable, without re-ingesting the whole
+        workspace (the old post_delete behavior).
+        """
+        if document_id is None:
+            return
+        self.vector_store.delete(where={"document_id": document_id})
+        self.vector_store.persist()
+
+    def set_document_active(self, document_id, active: bool) -> None:
+        """Update the ``active`` metadata flag on a document's existing chunks (#45).
+
+        Called from the PATCH toggle so ``search_documents`` (which filters
+        on ``active=True``) immediately reflects the new state without
+        re-ingesting the file.
+        """
+        if document_id is None:
+            return
+        existing = self.vector_store.get(where={"document_id": document_id})
+        ids = existing.get("ids") or []
+        if not ids:
+            return
+        metadatas = [
+            {**(meta or {}), "active": bool(active)}
+            for meta in existing.get("metadatas") or [{} for _ in ids]
+        ]
+        self.vector_store._collection.update(ids=ids, metadatas=metadatas)
+        self.vector_store.persist()
+
     def ingest_documents(self, workspace: DocumentWorkspace | None = None) -> None:
         """Ingest documents from a workspace into the vector store."""
         print(f"Getting the Document via the workspace: {workspace}")
@@ -167,7 +200,7 @@ class RAGService(BaseService):
 
     def add_files_to_store(
         self,
-        file_tupls: List,  # (file_path_or_field, name, workspace_id)
+        file_tupls: List,  # (file_path_or_field, name, workspace_id[, document_id, active])
         workspace_id: str,
         source: str = "upload",
         save_dir: str = "data/uploads",
@@ -175,7 +208,9 @@ class RAGService(BaseService):
         """
         Process and add files to vector store.
 
-        file_tupls entries: (path_str | Django FileField, original_name, workspace_id)
+        file_tupls entries: (path_str | Django FileField, original_name, workspace_id,
+        document_id, active). ``document_id``/``active`` are optional (default
+        ``None``/``True``) for backward compatibility with older call sites.
         Paths may be temp files; FileFields are materialized from DB storage.
         """
         results = {"total_added": 0, "failed_files": [], "processed_files": []}
@@ -188,6 +223,8 @@ class RAGService(BaseService):
                     file_tuple[1],
                     file_tuple[2],
                 )
+                document_id = file_tuple[3] if len(file_tuple) > 3 else None
+                active = file_tuple[4] if len(file_tuple) > 4 else True
                 if isinstance(file_ref, str):
                     file_path = file_ref
                 else:
@@ -207,6 +244,8 @@ class RAGService(BaseService):
                     "company_id": company_id,
                     "original_filename": original_name,
                     "file_path": original_name,
+                    "document_id": document_id,
+                    "active": bool(active),
                 }
 
                 docs = self._load_and_split_documents(file_path, metadata)
@@ -235,11 +274,18 @@ class RAGService(BaseService):
 
         ``company_id`` is written on ingest for defense-in-depth / future dual
         filters, but retrieval keys on ``workspace_id`` so older vectors without
-        ``company_id`` metadata still match after deploy.
+        ``company_id`` metadata still match after deploy. Also excludes chunks
+        for documents toggled inactive (#45) so deactivating a document hides
+        it from retrieval immediately.
         """
         if workspace is None or getattr(workspace, "id", None) is None:
             raise ValueError("workspace is required for RAG retrieval")
-        return {"workspace_id": workspace.id}
+        return {
+            "$and": [
+                {"workspace_id": workspace.id},
+                {"active": True},
+            ]
+        }
 
 
 class SyncRAGService(RAGService):

llm_be/chat_backend/signals.py

@@ -1,6 +1,5 @@
-from django.db.models.signals import post_save, post_delete
+from django.db.models.signals import post_delete
 from django.dispatch import receiver
-from django.conf import settings
 import os
 
 from chat_backend.models import Document
@@ -10,31 +9,22 @@ def _rag_init_skipped() -> bool:
     return os.environ.get("SKIP_RAG_INIT", "").lower() in {"1", "true", "yes"}
 
 
-@receiver(post_save, sender=Document)
-def update_vector_on_save(sender, instance, **kwargs):
-    """Update vector store when documents are saved"""
-    if _rag_init_skipped():
-        return
-    if not kwargs.get("created", False):
-        return
-    try:
-        from .services.rag_services import AsyncRAGService
-
-        rag_service = AsyncRAGService()
-        rag_service.ingest_documents()
-    except Exception as exc:
-        print(f"Skipping vector update on Document save: {exc}")
-
-
 @receiver(post_delete, sender=Document)
 def delete_vector_on_remove(sender, instance, **kwargs):
-    """Handle document deletion by re-indexing the whole workspace"""
+    """Remove the deleted document's chunks from the vector store (#45).
+
+    There is intentionally no post_save handler: ``DocumentUploadView``
+    already calls ``add_files_to_store`` for the uploaded file, so a
+    post_save re-ingest would duplicate that work (and, previously,
+    re-ingested the *entire* workspace on every save). Deletion only needs to
+    drop that document's own chunks, not rebuild everything else.
+    """
     if _rag_init_skipped():
         return
     try:
         from .services.rag_services import AsyncRAGService
 
         rag_service = AsyncRAGService()
-        rag_service.ingest_documents()
+        rag_service.delete_document_vectors(instance.id)
     except Exception as exc:
-        print(f"Skipping vector update on Document delete: {exc}")
+        print(f"Skipping vector cleanup on Document delete: {exc}")

llm_be/chat_backend/tests/factories.py

@@ -10,6 +10,7 @@ from chat_backend.models import (
     Conversation,
     Document,
     DocumentWorkspace,
+    DriveConnection,
     Prompt,
 )
 
@@ -129,3 +130,24 @@ def pdf_upload(name: str = "test.pdf") -> SimpleUploadedFile:
 
 def make_document(workspace, name: str = "test.pdf") -> Document:
     return Document.objects.create(workspace=workspace, file=pdf_upload(name))
+
+
+def make_drive_connection(
+    company,
+    *,
+    provider: str = DriveConnection.Provider.GOOGLE,
+    kind: str = DriveConnection.Kind.PERSONAL,
+    user=None,
+    **kwargs,
+) -> DriveConnection:
+    defaults = {
+        "access_token": "access-token",
+        "refresh_token": "refresh-token",
+        "scopes": "openid email profile",
+        "external_account_email": "drive.user@example.com",
+        "is_active": True,
+    }
+    defaults.update(kwargs)
+    return DriveConnection.objects.create(
+        company=company, provider=provider, kind=kind, user=user, **defaults
+    )

llm_be/chat_backend/tests/test_chat_tenant_scope.py

@@ -1,9 +1,11 @@
 from django.test import TestCase
 from rest_framework_simplejwt.tokens import RefreshToken
 
+from chat_backend.models import DocumentWorkspace
 from chat_backend.services.chat_tenant_scope import (
     ChatCompanyScope,
     ChatTenantScopeError,
+    ensure_company_workspace,
     resolve_chat_company_scope,
     resolve_chat_user,
     user_from_access_token,
@@ -62,3 +64,36 @@ class ChatTenantScopeTestCase(TestCase):
 
     def test_user_from_access_token_rejects_garbage(self):
         self.assertIsNone(user_from_access_token("not-a-jwt"))
+
+
+class EnsureCompanyWorkspaceTestCase(TestCase):
+    """#46: never 404 a company just because no workspace was created yet."""
+
+    def test_returns_existing_workspace_without_creating_another(self):
+        company = make_company()
+        workspace = make_workspace(company)
+
+        found = ensure_company_workspace(company)
+
+        self.assertEqual(found.id, workspace.id)
+        self.assertEqual(DocumentWorkspace.objects.filter(company=company).count(), 1)
+
+    def test_creates_default_workspace_when_missing(self):
+        company = make_company("NoWorkspaceCo")
+
+        self.assertFalse(DocumentWorkspace.objects.filter(company=company).exists())
+
+        created = ensure_company_workspace(company)
+
+        self.assertEqual(created.name, "Default")
+        self.assertEqual(created.company_id, company.id)
+        self.assertEqual(DocumentWorkspace.objects.filter(company=company).count(), 1)
+
+    def test_scope_resolution_creates_workspace_instead_of_raising(self):
+        company = make_company("FreshCo")
+        user = make_user(email="fresh@example.com", company=company)
+
+        scope = resolve_chat_company_scope(user)
+
+        workspace = DocumentWorkspace.objects.get(company=company)
+        self.assertEqual(scope.workspace_id, workspace.id)

llm_be/chat_backend/tests/test_consumers.py

@@ -367,6 +367,60 @@ class GraphNodeTestCase(TransactionTestCase):
         _args, _kwargs = service.return_value.generate_response.call_args
         self.assertEqual(_args[2].id, self.workspace.id)
 
+    @override_settings(ENFORCE_SUBSCRIPTION_GATES=True)
+    async def test_generation_node_denies_rag_without_an_active_plan(self):
+        """#44: RAG turns must respect the plan's ``rag`` feature gate."""
+        with mock.patch.object(consumers_graph, "AsyncRAGService") as service:
+            result = await consumers_graph.generation_node(
+                self._state(prompt_type=PromptType.RAG)
+            )
+
+        payload = result["response_generator"]
+        self.assertEqual(payload["type"], "error")
+        self.assertEqual(payload["code"], "subscription_required")
+        service.assert_not_called()
+
+    @override_settings(ENFORCE_SUBSCRIPTION_GATES=True)
+    async def test_generation_node_denies_rag_on_standard_plan(self):
+        from finance.models import SubscriptionPlan, UserSubscription
+        from finance.services.plans import assign_plan, seed_subscription_plans
+
+        await sync_to_async(seed_subscription_plans)()
+        standard = await sync_to_async(SubscriptionPlan.objects.get)(slug="standard")
+        await sync_to_async(assign_plan)(
+            self.user, plan=standard, source=UserSubscription.Source.ADMIN
+        )
+
+        with mock.patch.object(consumers_graph, "AsyncRAGService") as service:
+            result = await consumers_graph.generation_node(
+                self._state(prompt_type=PromptType.RAG)
+            )
+
+        payload = result["response_generator"]
+        self.assertEqual(payload["type"], "error")
+        self.assertEqual(payload["code"], "feature_not_allowed")
+        service.assert_not_called()
+
+    @override_settings(ENFORCE_SUBSCRIPTION_GATES=True)
+    async def test_generation_node_allows_rag_with_founders_plan(self):
+        from finance.models import SubscriptionPlan, UserSubscription
+        from finance.services.plans import assign_plan, seed_subscription_plans
+
+        await sync_to_async(seed_subscription_plans)()
+        founders = await sync_to_async(SubscriptionPlan.objects.get)(slug="founders")
+        await sync_to_async(assign_plan)(
+            self.user, plan=founders, source=UserSubscription.Source.ADMIN
+        )
+
+        with mock.patch.object(consumers_graph, "AsyncRAGService") as service:
+            service.return_value.generate_response.return_value = "generator"
+
+            result = await consumers_graph.generation_node(
+                self._state(prompt_type=PromptType.RAG)
+            )
+
+        self.assertEqual(result["response_generator"], "generator")
+
     async def test_generation_node_defaults_to_general_chat(self):
         with mock.patch.object(consumers_graph, "AsyncLLMService") as service:
             service.return_value.generate_response.return_value = "generator"

llm_be/chat_backend/tests/test_management_drive_sync.py

@@ -0,0 +1,55 @@
+"""Tests for the sync_drive_connections management command (#52)."""
+
+from __future__ import annotations
+
+from io import StringIO
+from unittest import mock
+
+from django.core.management import CommandError, call_command
+from django.test import TestCase
+
+from chat_backend.models import DriveConnection
+
+from .factories import make_company, make_drive_connection
+
+
+class SyncDriveConnectionsCommandTestCase(TestCase):
+    def setUp(self):
+        self.company = make_company()
+
+    @mock.patch("chat_backend.management.commands.sync_drive_connections.sync_connection")
+    def test_syncs_all_active_connections(self, mock_sync):
+        mock_sync.return_value = {"added": 1, "updated": 0, "removed": 0, "failed": []}
+        active = make_drive_connection(self.company)
+        make_drive_connection(
+            self.company,
+            provider=DriveConnection.Provider.MICROSOFT,
+            is_active=False,
+        )
+
+        out = StringIO()
+        call_command("sync_drive_connections", stdout=out)
+
+        mock_sync.assert_called_once_with(active)
+        self.assertIn("added=1", out.getvalue())
+
+    @mock.patch("chat_backend.management.commands.sync_drive_connections.sync_connection")
+    def test_syncs_single_connection_by_id(self, mock_sync):
+        mock_sync.return_value = {"added": 0, "updated": 1, "removed": 0, "failed": []}
+        target = make_drive_connection(self.company)
+        other = make_drive_connection(
+            self.company, provider=DriveConnection.Provider.MICROSOFT
+        )
+
+        call_command("sync_drive_connections", "--connection-id", str(target.id), stdout=StringIO())
+
+        mock_sync.assert_called_once_with(target)
+
+    def test_unknown_connection_id_raises(self):
+        with self.assertRaises(CommandError):
+            call_command("sync_drive_connections", "--connection-id", "999999", stdout=StringIO())
+
+    def test_no_connections_reports_and_exits_cleanly(self):
+        out = StringIO()
+        call_command("sync_drive_connections", stdout=out)
+        self.assertIn("No active Drive connections", out.getvalue())

llm_be/chat_backend/tests/test_oauth.py

@@ -11,9 +11,9 @@ from rest_framework import status
 from rest_framework.test import APITestCase
 from rest_framework_simplejwt.tokens import AccessToken
 
-from chat_backend.models import CustomUser, OAuthIdentity
+from chat_backend.models import CustomUser, DriveConnection, OAuthIdentity
 from chat_backend.oauth import ProviderProfile, dump_oauth_state
-from chat_backend.tests.factories import make_user
+from chat_backend.tests.factories import make_company, make_user
 
 OAUTH_SETTINGS = {
     "GOOGLE_OAUTH_CLIENT_ID": "google-client-id",
@@ -239,3 +239,231 @@ class OAuthCallbackTestCase(APITestCase):
                 provider="microsoft", subject="ms-oid-1", user=user
             ).exists()
         )
+
+
+@override_settings(**OAUTH_SETTINGS)
+class OAuthStartDriveLinkTestCase(APITestCase):
+    """#47 — link_drive / link_company_drive require an authenticated user."""
+
+    def setUp(self):
+        self.company = make_company()
+        self.user = make_user(email="drive.user@example.com", company=self.company)
+
+    def test_link_drive_requires_authentication(self):
+        response = self.client.get(
+            reverse("oauth_start", kwargs={"provider": "google"}),
+            {"intent": "link_drive"},
+        )
+        self.assertEqual(response.status_code, status.HTTP_401_UNAUTHORIZED)
+
+    def test_link_drive_authenticated_redirects_with_drive_scope_and_state(self):
+        self.client.force_authenticate(user=self.user)
+        response = self.client.get(
+            reverse("oauth_start", kwargs={"provider": "google"}),
+            {"intent": "link_drive"},
+        )
+        self.assertEqual(response.status_code, status.HTTP_302_FOUND)
+        params = parse_qs(urlparse(response["Location"]).query)
+        self.assertIn("https://www.googleapis.com/auth/drive.readonly", params["scope"][0])
+        self.assertIn("state", params)
+
+        from chat_backend.oauth import load_oauth_state
+
+        state_data = load_oauth_state(params["state"][0])
+        self.assertEqual(state_data["intent"], "link_drive")
+        self.assertEqual(state_data["user_id"], self.user.id)
+
+    def test_link_drive_microsoft_uses_personal_files_scope(self):
+        self.client.force_authenticate(user=self.user)
+        response = self.client.get(
+            reverse("oauth_start", kwargs={"provider": "microsoft"}),
+            {"intent": "link_drive"},
+        )
+        params = parse_qs(urlparse(response["Location"]).query)
+        self.assertIn("Files.Read", params["scope"][0])
+        self.assertNotIn("Sites.Read.All", params["scope"][0])
+
+    def test_link_company_drive_microsoft_uses_sites_scope(self):
+        self.user.is_company_manager = True
+        self.user.save(update_fields=["is_company_manager"])
+        self.client.force_authenticate(user=self.user)
+        response = self.client.get(
+            reverse("oauth_start", kwargs={"provider": "microsoft"}),
+            {"intent": "link_company_drive"},
+        )
+        params = parse_qs(urlparse(response["Location"]).query)
+        self.assertIn("Files.Read.All", params["scope"][0])
+        self.assertIn("Sites.Read.All", params["scope"][0])
+
+    def test_link_company_drive_requires_company_manager(self):
+        self.client.force_authenticate(user=self.user)
+        response = self.client.get(
+            reverse("oauth_start", kwargs={"provider": "google"}),
+            {"intent": "link_company_drive"},
+        )
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+
+    @override_settings(ENFORCE_SUBSCRIPTION_GATES=True)
+    def test_link_drive_denied_when_plan_disallows_rag(self):
+        from finance.services.plans import assign_plan, seed_subscription_plans
+        from finance.models import SubscriptionPlan, UserSubscription
+
+        seed_subscription_plans()
+        standard = SubscriptionPlan.objects.get(slug="standard")
+        assign_plan(self.user, plan=standard, source=UserSubscription.Source.ADMIN)
+
+        self.client.force_authenticate(user=self.user)
+        response = self.client.get(
+            reverse("oauth_start", kwargs={"provider": "google"}),
+            {"intent": "link_drive"},
+        )
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+
+    def test_unknown_intent_rejected(self):
+        self.client.force_authenticate(user=self.user)
+        response = self.client.get(
+            reverse("oauth_start", kwargs={"provider": "google"}),
+            {"intent": "delete_everything"},
+        )
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+
+
+@override_settings(**OAUTH_SETTINGS)
+class OAuthCallbackDriveLinkTestCase(APITestCase):
+    """#47 — Drive-link callback upserts a DriveConnection and redirects to FE account page."""
+
+    def setUp(self):
+        self.company = make_company()
+        self.user = make_user(email="drive.user@example.com", company=self.company)
+
+    def _state(self, *, intent="link_drive", provider="google", user_id=None):
+        return dump_oauth_state(
+            provider=provider,
+            intent=intent,
+            user_id=self.user.id if user_id is None else user_id,
+        )
+
+    @patch("chat_backend.views_oauth.exchange_code_for_profile")
+    def test_callback_creates_personal_drive_connection(self, mock_exchange):
+        mock_exchange.return_value = _google_profile(
+            scopes="openid email profile https://www.googleapis.com/auth/drive.readonly"
+        )
+        state = self._state(intent="link_drive")
+
+        response = self.client.get(
+            reverse("oauth_callback", kwargs={"provider": "google"}),
+            {"code": "auth-code", "state": state},
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_302_FOUND)
+        self.assertTrue(
+            response["Location"].startswith("http://frontend.test/document_storage/?")
+        )
+        params = parse_qs(urlparse(response["Location"]).query)
+        self.assertEqual(params["drive_connected"], ["1"])
+        self.assertEqual(params["provider"], ["google"])
+        self.assertEqual(params["kind"], ["personal"])
+
+        connection = DriveConnection.objects.get(
+            company=self.company, kind=DriveConnection.Kind.PERSONAL
+        )
+        self.assertEqual(connection.user_id, self.user.id)
+        self.assertEqual(connection.provider, "google")
+        self.assertEqual(connection.refresh_token, "refresh-token")
+        self.assertTrue(connection.is_active)
+        # No JWTs minted for an in-app link flow (user is already authenticated).
+        self.assertNotIn("access", params)
+
+    @patch("chat_backend.views_oauth.exchange_code_for_profile")
+    def test_callback_updates_existing_connection_tokens(self, mock_exchange):
+        from chat_backend.tests.factories import make_drive_connection
+
+        existing = make_drive_connection(
+            self.company,
+            provider=DriveConnection.Provider.GOOGLE,
+            kind=DriveConnection.Kind.PERSONAL,
+            user=self.user,
+            access_token="stale",
+            refresh_token="stale-refresh",
+        )
+        mock_exchange.return_value = _google_profile(access_token="fresh-access")
+        state = self._state(intent="link_drive")
+
+        self.client.get(
+            reverse("oauth_callback", kwargs={"provider": "google"}),
+            {"code": "auth-code", "state": state},
+        )
+
+        existing.refresh_from_db()
+        self.assertEqual(existing.access_token, "fresh-access")
+        self.assertEqual(DriveConnection.objects.count(), 1)
+
+    @patch("chat_backend.views_oauth.exchange_code_for_profile")
+    def test_callback_company_drive_creates_connection_without_user(self, mock_exchange):
+        self.user.is_company_manager = True
+        self.user.save(update_fields=["is_company_manager"])
+        mock_exchange.return_value = _google_profile()
+        state = self._state(intent="link_company_drive")
+
+        response = self.client.get(
+            reverse("oauth_callback", kwargs={"provider": "google"}),
+            {"code": "auth-code", "state": state},
+        )
+
+        params = parse_qs(urlparse(response["Location"]).query)
+        self.assertEqual(params["kind"], ["company"])
+        connection = DriveConnection.objects.get(kind=DriveConnection.Kind.COMPANY)
+        self.assertIsNone(connection.user_id)
+        self.assertEqual(connection.company_id, self.company.id)
+
+    @patch("chat_backend.views_oauth.exchange_code_for_profile")
+    def test_callback_company_drive_rejects_non_manager(self, mock_exchange):
+        mock_exchange.return_value = _google_profile()
+        state = self._state(intent="link_company_drive")
+
+        response = self.client.get(
+            reverse("oauth_callback", kwargs={"provider": "google"}),
+            {"code": "auth-code", "state": state},
+        )
+
+        params = parse_qs(urlparse(response["Location"]).query)
+        self.assertEqual(params["error"], ["forbidden"])
+        self.assertFalse(DriveConnection.objects.exists())
+        mock_exchange.assert_not_called()
+
+    def test_callback_missing_user_id_in_state_is_rejected(self):
+        # Simulates a forged/legacy state payload without the linking user.
+        from django.core import signing
+
+        from chat_backend.oauth import STATE_SALT
+
+        bad_state = signing.dumps(
+            {"provider": "google", "intent": "link_drive"}, salt=STATE_SALT
+        )
+        response = self.client.get(
+            reverse("oauth_callback", kwargs={"provider": "google"}),
+            {"code": "auth-code", "state": bad_state},
+        )
+        params = parse_qs(urlparse(response["Location"]).query)
+        self.assertEqual(params["error"], ["invalid_state"])
+
+    @override_settings(ENFORCE_SUBSCRIPTION_GATES=True)
+    @patch("chat_backend.views_oauth.exchange_code_for_profile")
+    def test_callback_denied_when_plan_disallows_rag(self, mock_exchange):
+        from finance.services.plans import assign_plan, seed_subscription_plans
+        from finance.models import SubscriptionPlan, UserSubscription
+
+        seed_subscription_plans()
+        standard = SubscriptionPlan.objects.get(slug="standard")
+        assign_plan(self.user, plan=standard, source=UserSubscription.Source.ADMIN)
+        mock_exchange.return_value = _google_profile()
+        state = self._state(intent="link_drive")
+
+        response = self.client.get(
+            reverse("oauth_callback", kwargs={"provider": "google"}),
+            {"code": "auth-code", "state": state},
+        )
+
+        params = parse_qs(urlparse(response["Location"]).query)
+        self.assertEqual(params["error"], ["feature_not_allowed"])
+        self.assertFalse(DriveConnection.objects.exists())

llm_be/chat_backend/tests/test_services_drive_sync.py

@@ -0,0 +1,488 @@
+"""Tests for Drive/RAG sync (#48-#52). httpx is mocked; no network access."""
+
+from __future__ import annotations
+
+from datetime import timedelta
+from unittest import mock
+
+from django.test import TestCase
+from django.utils import timezone
+
+from chat_backend.models import Document, DriveConnection
+from chat_backend.services import drive_sync
+from chat_backend.services.chat_tenant_scope import ensure_company_workspace
+from chat_backend.services.drive_sync import (
+    DriveSyncError,
+    RemoteFile,
+    ensure_fresh_token,
+    refresh_google_token,
+    refresh_microsoft_token,
+    sync_connection,
+)
+
+from .factories import make_company, make_drive_connection, make_user
+
+
+def _fake_response(*, status_code=200, json_data=None, content=b"", text="", headers=None):
+    response = mock.MagicMock()
+    response.status_code = status_code
+    response.json.return_value = json_data or {}
+    response.content = content
+    response.text = text
+    response.headers = headers or {}
+    return response
+
+
+def _fake_client(get_side_effect=None, post_side_effect=None):
+    """A MagicMock standing in for ``httpx.Client()`` used as a context manager."""
+    client = mock.MagicMock()
+    if get_side_effect is not None:
+        client.get.side_effect = get_side_effect
+    if post_side_effect is not None:
+        client.post.side_effect = post_side_effect
+    cm = mock.MagicMock()
+    cm.__enter__.return_value = client
+    cm.__exit__.return_value = False
+    return cm, client
+
+
+class TokenRefreshTestCase(TestCase):
+    def setUp(self):
+        self.company = make_company()
+        self.connection = make_drive_connection(
+            self.company,
+            provider=DriveConnection.Provider.GOOGLE,
+            access_token="old-token",
+            refresh_token="refresh-me",
+            token_expires_at=timezone.now() - timedelta(minutes=5),
+        )
+
+    @mock.patch("chat_backend.services.drive_sync.httpx.Client")
+    def test_refresh_google_token_updates_connection(self, mock_client_cls):
+        cm, client = _fake_client(
+            post_side_effect=[
+                _fake_response(json_data={"access_token": "new-token", "expires_in": 3600})
+            ]
+        )
+        mock_client_cls.return_value = cm
+
+        token = refresh_google_token(self.connection)
+
+        self.assertEqual(token, "new-token")
+        self.connection.refresh_from_db()
+        self.assertEqual(self.connection.access_token, "new-token")
+        self.assertGreater(self.connection.token_expires_at, timezone.now())
+
+    def test_refresh_google_token_requires_refresh_token(self):
+        self.connection.refresh_token = ""
+        self.connection.save(update_fields=["refresh_token"])
+
+        with self.assertRaises(DriveSyncError) as ctx:
+            refresh_google_token(self.connection)
+        self.assertEqual(ctx.exception.code, "missing_refresh_token")
+
+    @mock.patch("chat_backend.services.drive_sync.httpx.Client")
+    def test_refresh_google_token_raises_on_http_error(self, mock_client_cls):
+        cm, client = _fake_client(
+            post_side_effect=[_fake_response(status_code=400, text="invalid_grant")]
+        )
+        mock_client_cls.return_value = cm
+
+        with self.assertRaises(DriveSyncError) as ctx:
+            refresh_google_token(self.connection)
+        self.assertEqual(ctx.exception.code, "token_refresh_failed")
+
+    @mock.patch("chat_backend.services.drive_sync.httpx.Client")
+    def test_refresh_microsoft_token_rotates_refresh_token(self, mock_client_cls):
+        connection = make_drive_connection(
+            self.company,
+            provider=DriveConnection.Provider.MICROSOFT,
+            refresh_token="old-refresh",
+        )
+        cm, client = _fake_client(
+            post_side_effect=[
+                _fake_response(
+                    json_data={
+                        "access_token": "ms-new-token",
+                        "refresh_token": "ms-new-refresh",
+                        "expires_in": 3600,
+                    }
+                )
+            ]
+        )
+        mock_client_cls.return_value = cm
+
+        token = refresh_microsoft_token(connection)
+
+        self.assertEqual(token, "ms-new-token")
+        connection.refresh_from_db()
+        self.assertEqual(connection.refresh_token, "ms-new-refresh")
+
+    @mock.patch("chat_backend.services.drive_sync.refresh_google_token")
+    def test_ensure_fresh_token_skips_refresh_when_not_expired(self, mock_refresh):
+        self.connection.token_expires_at = timezone.now() + timedelta(hours=1)
+        self.connection.save(update_fields=["token_expires_at"])
+
+        token = ensure_fresh_token(self.connection)
+
+        self.assertEqual(token, "old-token")
+        mock_refresh.assert_not_called()
+
+    @mock.patch("chat_backend.services.drive_sync.refresh_google_token")
+    def test_ensure_fresh_token_refreshes_when_expired(self, mock_refresh):
+        mock_refresh.return_value = "refreshed"
+        token = ensure_fresh_token(self.connection)
+        self.assertEqual(token, "refreshed")
+        mock_refresh.assert_called_once_with(self.connection)
+
+
+class ListGoogleFilesTestCase(TestCase):
+    def setUp(self):
+        self.company = make_company()
+
+    @mock.patch("chat_backend.services.drive_sync.httpx.Client")
+    def test_lists_root_when_no_resources_selected(self, mock_client_cls):
+        connection = make_drive_connection(self.company, selected_resource_ids=[])
+        cm, client = _fake_client(
+            get_side_effect=[
+                _fake_response(
+                    json_data={
+                        "files": [
+                            {"id": "f1", "name": "a.pdf", "mimeType": "application/pdf"},
+                            {"id": "folder1", "name": "Sub", "mimeType": drive_sync.GOOGLE_FOLDER_MIME},
+                        ]
+                    }
+                )
+            ]
+        )
+        mock_client_cls.return_value = cm
+
+        files = drive_sync._list_google_files(connection, "token")
+
+        self.assertEqual([f.id for f in files], ["f1"])
+        called_params = client.get.call_args.kwargs["params"]
+        self.assertEqual(called_params["q"], "'root' in parents and trashed = false")
+
+    @mock.patch("chat_backend.services.drive_sync.httpx.Client")
+    def test_lists_selected_shared_drive_with_corpora_params(self, mock_client_cls):
+        connection = make_drive_connection(
+            self.company,
+            kind=DriveConnection.Kind.COMPANY,
+            selected_resource_ids=["drive-123"],
+        )
+        cm, client = _fake_client(
+            get_side_effect=[_fake_response(json_data={"files": []})]
+        )
+        mock_client_cls.return_value = cm
+
+        drive_sync._list_google_files(connection, "token")
+
+        called_params = client.get.call_args.kwargs["params"]
+        self.assertEqual(called_params["corpora"], "drive")
+        self.assertEqual(called_params["driveId"], "drive-123")
+
+    @mock.patch("chat_backend.services.drive_sync.httpx.Client")
+    def test_list_raises_drive_sync_error_on_http_failure(self, mock_client_cls):
+        connection = make_drive_connection(self.company)
+        cm, client = _fake_client(
+            get_side_effect=[_fake_response(status_code=403, text="forbidden")]
+        )
+        mock_client_cls.return_value = cm
+
+        with self.assertRaises(DriveSyncError) as ctx:
+            drive_sync._list_google_files(connection, "token")
+        self.assertEqual(ctx.exception.code, "list_failed")
+
+
+class DownloadGoogleFileTestCase(TestCase):
+    def test_exports_google_native_document_to_docx(self):
+        remote = RemoteFile(
+            id="doc1",
+            name="Report",
+            mime_type="application/vnd.google-apps.document",
+            etag="etag1",
+        )
+        client = mock.MagicMock()
+        client.get.return_value = _fake_response(content=b"docx-bytes")
+
+        content, filename, content_type = drive_sync._download_google_file(
+            client, {"Authorization": "Bearer x"}, remote
+        )
+
+        self.assertEqual(content, b"docx-bytes")
+        self.assertEqual(filename, "Report.docx")
+        self.assertIn("wordprocessingml", content_type)
+        self.assertIn("/export", client.get.call_args.args[0])
+
+    def test_downloads_regular_file_directly(self):
+        remote = RemoteFile(id="f1", name="notes.pdf", mime_type="application/pdf", etag="e1")
+        client = mock.MagicMock()
+        client.get.return_value = _fake_response(content=b"%PDF-bytes")
+
+        content, filename, content_type = drive_sync._download_google_file(
+            client, {}, remote
+        )
+
+        self.assertEqual(filename, "notes.pdf")
+        self.assertEqual(content_type, "application/pdf")
+
+
+class ListMicrosoftFilesTestCase(TestCase):
+    def setUp(self):
+        self.company = make_company()
+
+    @mock.patch("chat_backend.services.drive_sync.httpx.Client")
+    def test_personal_lists_me_drive_root(self, mock_client_cls):
+        connection = make_drive_connection(
+            self.company, provider=DriveConnection.Provider.MICROSOFT, selected_resource_ids=[]
+        )
+        cm, client = _fake_client(
+            get_side_effect=[
+                _fake_response(
+                    json_data={
+                        "value": [
+                            {"id": "i1", "name": "a.docx", "file": {"mimeType": "application/msword"}},
+                            {"id": "folder1", "name": "Sub", "folder": {}},
+                        ]
+                    }
+                )
+            ]
+        )
+        mock_client_cls.return_value = cm
+
+        files = drive_sync._list_microsoft_files(connection, "token")
+
+        self.assertEqual([f.id for f in files], ["i1"])
+        self.assertIn("/me/drive/root/children", client.get.call_args.args[0])
+
+    @mock.patch("chat_backend.services.drive_sync.httpx.Client")
+    def test_company_requires_selected_sites(self, mock_client_cls):
+        connection = make_drive_connection(
+            self.company,
+            provider=DriveConnection.Provider.MICROSOFT,
+            kind=DriveConnection.Kind.COMPANY,
+            selected_resource_ids=["site-1"],
+        )
+        cm, client = _fake_client(
+            get_side_effect=[_fake_response(json_data={"value": [{"id": "i1", "name": "a.pptx"}]})]
+        )
+        mock_client_cls.return_value = cm
+
+        files = drive_sync._list_microsoft_files(connection, "token")
+
+        self.assertEqual(files[0].context_id, "site-1")
+        self.assertIn("/sites/site-1/drive/root/children", client.get.call_args.args[0])
+
+    @mock.patch("chat_backend.services.drive_sync.httpx.Client")
+    def test_company_without_selected_sites_returns_no_files(self, mock_client_cls):
+        connection = make_drive_connection(
+            self.company,
+            provider=DriveConnection.Provider.MICROSOFT,
+            kind=DriveConnection.Kind.COMPANY,
+            selected_resource_ids=[],
+        )
+        files = drive_sync._list_microsoft_files(connection, "token")
+        self.assertEqual(files, [])
+        mock_client_cls.assert_called_once()
+
+    @mock.patch("chat_backend.services.drive_sync.httpx.Client")
+    def test_follows_pagination_next_link(self, mock_client_cls):
+        connection = make_drive_connection(
+            self.company, provider=DriveConnection.Provider.MICROSOFT
+        )
+        cm, client = _fake_client(
+            get_side_effect=[
+                _fake_response(
+                    json_data={
+                        "value": [{"id": "i1", "name": "a.docx"}],
+                        "@odata.nextLink": "https://graph.microsoft.com/v1.0/me/drive/root/children?page=2",
+                    }
+                ),
+                _fake_response(json_data={"value": [{"id": "i2", "name": "b.docx"}]}),
+            ]
+        )
+        mock_client_cls.return_value = cm
+
+        files = drive_sync._list_microsoft_files(connection, "token")
+
+        self.assertEqual([f.id for f in files], ["i1", "i2"])
+        self.assertEqual(client.get.call_count, 2)
+
+
+class DownloadMicrosoftFileTestCase(TestCase):
+    def setUp(self):
+        self.company = make_company()
+
+    def test_personal_download_uses_me_drive(self):
+        connection = make_drive_connection(
+            self.company, provider=DriveConnection.Provider.MICROSOFT
+        )
+        remote = RemoteFile(id="i1", name="a.docx", mime_type="", etag="e1")
+        client = mock.MagicMock()
+        client.get.return_value = _fake_response(
+            content=b"bytes", headers={"content-type": "application/msword"}
+        )
+
+        content, filename, content_type = drive_sync._download_microsoft_file(
+            client, {}, connection, remote
+        )
+
+        self.assertIn("/me/drive/items/i1/content", client.get.call_args.args[0])
+        self.assertEqual(filename, "a.docx")
+
+    def test_company_download_uses_site_context(self):
+        connection = make_drive_connection(
+            self.company,
+            provider=DriveConnection.Provider.MICROSOFT,
+            kind=DriveConnection.Kind.COMPANY,
+        )
+        remote = RemoteFile(id="i1", name="a.docx", mime_type="", etag="e1", context_id="site-9")
+        client = mock.MagicMock()
+        client.get.return_value = _fake_response(content=b"bytes", headers={})
+
+        drive_sync._download_microsoft_file(client, {}, connection, remote)
+
+        self.assertIn("/sites/site-9/drive/items/i1/content", client.get.call_args.args[0])
+
+
+class SyncConnectionTestCase(TestCase):
+    """Exercises the add/update/remove reconciliation loop end to end."""
+
+    def setUp(self):
+        self.company = make_company()
+        self.connection = make_drive_connection(
+            self.company,
+            provider=DriveConnection.Provider.GOOGLE,
+            token_expires_at=timezone.now() + timedelta(hours=1),
+        )
+        rag_patcher = mock.patch("chat_backend.services.drive_sync.AsyncRAGService")
+        self.mock_rag_cls = rag_patcher.start()
+        self.mock_rag_cls.return_value.add_files_to_store.return_value = {
+            "total_added": 1,
+            "failed_files": [],
+            "processed_files": [],
+        }
+        self.addCleanup(rag_patcher.stop)
+
+        list_patcher = mock.patch("chat_backend.services.drive_sync._list_remote_files")
+        self.mock_list = list_patcher.start()
+        self.addCleanup(list_patcher.stop)
+
+        download_patcher = mock.patch("chat_backend.services.drive_sync._download_file")
+        self.mock_download = download_patcher.start()
+        self.addCleanup(download_patcher.stop)
+
+        client_patcher = mock.patch("chat_backend.services.drive_sync.httpx.Client")
+        self.mock_client_cls = client_patcher.start()
+        cm, _client = _fake_client()
+        self.mock_client_cls.return_value = cm
+        self.addCleanup(client_patcher.stop)
+
+    def test_creates_document_for_new_remote_file(self):
+        self.mock_list.return_value = [
+            RemoteFile(id="r1", name="a.pdf", mime_type="application/pdf", etag="e1")
+        ]
+        self.mock_download.return_value = (b"%PDF-1.4", "a.pdf", "application/pdf")
+
+        result = sync_connection(self.connection)
+
+        self.assertEqual(result["added"], 1)
+        document = Document.objects.get(drive_connection=self.connection)
+        self.assertEqual(document.remote_file_id, "r1")
+        self.assertEqual(document.remote_etag, "e1")
+        self.assertEqual(document.source, Document.Source.GOOGLE_DRIVE)
+        self.assertTrue(document.processed)
+        self.assertTrue(document.active)
+
+        self.connection.refresh_from_db()
+        self.assertEqual(self.connection.last_sync_status, DriveConnection.SyncStatus.OK)
+        self.assertIsNotNone(self.connection.last_sync_at)
+
+    def test_skips_unchanged_file(self):
+        Document.objects.create(
+            workspace=ensure_company_workspace(self.company),
+            drive_connection=self.connection,
+            remote_file_id="r1",
+            remote_etag="e1",
+            remote_name="a.pdf",
+        )
+        self.mock_list.return_value = [
+            RemoteFile(id="r1", name="a.pdf", mime_type="application/pdf", etag="e1")
+        ]
+
+        result = sync_connection(self.connection)
+
+        self.assertEqual(result["added"], 0)
+        self.assertEqual(result["updated"], 0)
+        self.mock_download.assert_not_called()
+
+    def test_updates_file_when_etag_changes(self):
+        existing = Document.objects.create(
+            workspace=ensure_company_workspace(self.company),
+            drive_connection=self.connection,
+            remote_file_id="r1",
+            remote_etag="old-etag",
+            remote_name="a.pdf",
+        )
+        self.mock_list.return_value = [
+            RemoteFile(id="r1", name="a.pdf", mime_type="application/pdf", etag="new-etag")
+        ]
+        self.mock_download.return_value = (b"new-bytes", "a.pdf", "application/pdf")
+
+        result = sync_connection(self.connection)
+
+        self.assertEqual(result["updated"], 1)
+        existing.refresh_from_db()
+        self.assertEqual(existing.remote_etag, "new-etag")
+        self.assertEqual(Document.objects.filter(drive_connection=self.connection).count(), 1)
+
+    def test_removes_document_whose_remote_file_is_gone(self):
+        Document.objects.create(
+            workspace=ensure_company_workspace(self.company),
+            drive_connection=self.connection,
+            remote_file_id="deleted-remote",
+            remote_etag="e1",
+            remote_name="gone.pdf",
+        )
+        self.mock_list.return_value = []
+
+        result = sync_connection(self.connection)
+
+        self.assertEqual(result["removed"], 1)
+        self.assertFalse(Document.objects.filter(remote_file_id="deleted-remote").exists())
+
+    def test_download_failure_is_recorded_and_does_not_abort_sync(self):
+        self.mock_list.return_value = [
+            RemoteFile(id="r1", name="a.pdf", mime_type="application/pdf", etag="e1"),
+            RemoteFile(id="r2", name="b.pdf", mime_type="application/pdf", etag="e2"),
+        ]
+        self.mock_download.side_effect = [
+            DriveSyncError("download_failed", "boom"),
+            (b"ok-bytes", "b.pdf", "application/pdf"),
+        ]
+
+        result = sync_connection(self.connection)
+
+        self.assertEqual(len(result["failed"]), 1)
+        self.assertEqual(result["added"], 1)
+        self.assertEqual(Document.objects.filter(drive_connection=self.connection).count(), 1)
+
+    def test_list_failure_marks_connection_error(self):
+        self.mock_list.side_effect = DriveSyncError("list_failed", "quota exceeded")
+
+        result = sync_connection(self.connection)
+
+        self.assertEqual(result["error"], "quota exceeded")
+        self.connection.refresh_from_db()
+        self.assertEqual(self.connection.last_sync_status, DriveConnection.SyncStatus.ERROR)
+        self.assertEqual(self.connection.last_sync_error, "quota exceeded")
+
+    def test_creates_workspace_when_company_has_none(self):
+        from chat_backend.models import DocumentWorkspace
+
+        self.assertFalse(DocumentWorkspace.objects.filter(company=self.company).exists())
+        self.mock_list.return_value = []
+
+        sync_connection(self.connection)
+
+        self.assertTrue(DocumentWorkspace.objects.filter(company=self.company).exists())

llm_be/chat_backend/tests/test_services_rag.py

@@ -200,6 +200,37 @@ class RAGServiceTestCase(TransactionTestCase):
         self.assertEqual(results["total_added"], 1)
         self.assertEqual(results["failed_files"], [])
 
+    def test_add_files_to_store_includes_document_id_and_active_metadata(self):
+        document = self._text_document(body=b"from the database")
+
+        self.service.add_files_to_store(
+            [
+                (
+                    document.file,
+                    document.file.name,
+                    self.workspace.id,
+                    document.id,
+                    True,
+                )
+            ],
+            workspace_id=self.workspace.id,
+        )
+
+        added = self.service.vector_store.add_documents.call_args[0][0]
+        self.assertEqual(added[0].metadata["document_id"], document.id)
+        self.assertTrue(added[0].metadata["active"])
+
+    def test_add_files_to_store_defaults_active_true_without_document_id(self):
+        path = self._temp_text_file(b"upload body")
+
+        self.service.add_files_to_store(
+            [(path, "upload.txt", self.workspace.id)], workspace_id=self.workspace.id
+        )
+
+        added = self.service.vector_store.add_documents.call_args[0][0]
+        self.assertIsNone(added[0].metadata["document_id"])
+        self.assertTrue(added[0].metadata["active"])
+
     def test_add_files_to_store_records_failures(self):
         results = self.service.add_files_to_store(
             [("/tmp/does-not-exist.txt", "missing.txt", self.workspace.id)],
@@ -217,6 +248,48 @@ class RAGServiceTestCase(TransactionTestCase):
         first_store.delete_collection.assert_called_once()
         self.assertIsNot(self.service.vector_store, first_store)
 
+    def test_delete_document_vectors_deletes_by_document_id_metadata(self):
+        self.service.delete_document_vectors(42)
+
+        self.service.vector_store.delete.assert_called_once_with(
+            where={"document_id": 42}
+        )
+        self.service.vector_store.persist.assert_called()
+
+    def test_delete_document_vectors_is_a_noop_without_a_document_id(self):
+        self.service.delete_document_vectors(None)
+
+        self.service.vector_store.delete.assert_not_called()
+
+    def test_set_document_active_updates_matching_chunk_metadata(self):
+        self.service.vector_store.get.return_value = {
+            "ids": ["a", "b"],
+            "metadatas": [
+                {"document_id": 7, "active": True, "workspace_id": 1},
+                {"document_id": 7, "active": True, "workspace_id": 1},
+            ],
+        }
+
+        self.service.set_document_active(7, False)
+
+        self.service.vector_store.get.assert_called_once_with(
+            where={"document_id": 7}
+        )
+        self.service.vector_store._collection.update.assert_called_once_with(
+            ids=["a", "b"],
+            metadatas=[
+                {"document_id": 7, "active": False, "workspace_id": 1},
+                {"document_id": 7, "active": False, "workspace_id": 1},
+            ],
+        )
+
+    def test_set_document_active_is_a_noop_when_no_chunks_found(self):
+        self.service.vector_store.get.return_value = {"ids": [], "metadatas": []}
+
+        self.service.set_document_active(999, True)
+
+        self.service.vector_store._collection.update.assert_not_called()
+
     async def test_search_documents_filters_by_workspace(self):
         retriever = self.service.vector_store.as_retriever.return_value
         retriever.aget_relevant_documents = mock.AsyncMock(
@@ -228,7 +301,15 @@ class RAGServiceTestCase(TransactionTestCase):
         self.assertEqual([doc.page_content for doc in docs], ["chunk"])
         self.service.vector_store.as_retriever.assert_called_with(
             search_type="mmr",
-            search_kwargs={"k": 2, "filter": {"workspace_id": self.workspace.id}},
+            search_kwargs={
+                "k": 2,
+                "filter": {
+                    "$and": [
+                        {"workspace_id": self.workspace.id},
+                        {"active": True},
+                    ]
+                },
+            },
         )
 
     async def test_search_documents_without_workspace_fails_closed(self):

llm_be/chat_backend/tests/test_signals.py

@@ -3,6 +3,8 @@ from unittest import mock
 
 from django.test import TestCase
 
+from chat_backend.models import Document
+
 from .factories import make_company, make_document, make_workspace
 
 RAG_SERVICE = "chat_backend.services.rag_services.AsyncRAGService"
@@ -12,12 +14,13 @@ class DocumentSignalTestCase(TestCase):
     def setUp(self):
         self.workspace = make_workspace(make_company())
 
-    def test_creating_a_document_reindexes_the_vector_store(self):
+    def test_creating_a_document_does_not_trigger_the_rag_service(self):
+        """#45: uploads ingest via DocumentUploadView.process_document, not a signal."""
         with mock.patch.dict(os.environ, {"SKIP_RAG_INIT": ""}):
             with mock.patch(RAG_SERVICE) as service:
                 make_document(self.workspace)
 
-        service.return_value.ingest_documents.assert_called_once_with()
+        service.assert_not_called()
 
     def test_updating_a_document_does_not_reindex(self):
         document = make_document(self.workspace)
@@ -29,14 +32,18 @@ class DocumentSignalTestCase(TestCase):
 
         service.assert_not_called()
 
-    def test_deleting_a_document_reindexes_the_vector_store(self):
+    def test_deleting_a_document_removes_only_its_own_vectors(self):
         document = make_document(self.workspace)
+        document_id = document.id
 
         with mock.patch.dict(os.environ, {"SKIP_RAG_INIT": ""}):
             with mock.patch(RAG_SERVICE) as service:
                 document.delete()
 
-        service.return_value.ingest_documents.assert_called_once_with()
+        service.return_value.delete_document_vectors.assert_called_once_with(
+            document_id
+        )
+        service.return_value.ingest_documents.assert_not_called()
 
     def test_skip_rag_init_keeps_signals_inert(self):
         with mock.patch.dict(os.environ, {"SKIP_RAG_INIT": "1"}):
@@ -46,9 +53,12 @@ class DocumentSignalTestCase(TestCase):
 
         service.assert_not_called()
 
-    def test_vector_store_failures_do_not_break_uploads(self):
+    def test_vector_store_failures_do_not_break_deletes(self):
+        document = make_document(self.workspace)
+        document_id = document.id
+
         with mock.patch.dict(os.environ, {"SKIP_RAG_INIT": ""}):
             with mock.patch(RAG_SERVICE, side_effect=RuntimeError("chroma down")):
-                document = make_document(self.workspace)
+                document.delete()
 
-        self.assertIsNotNone(document.pk)
+        self.assertFalse(Document.objects.filter(pk=document_id).exists())

llm_be/chat_backend/tests/test_views_documents.py

@@ -1,10 +1,14 @@
+import os
 from unittest import mock
 
+from django.test import override_settings
 from django.urls import reverse
 from rest_framework import status
 from rest_framework.test import APITestCase
 
 from chat_backend.models import Document, DocumentWorkspace, StoredFile
+from finance.models import SubscriptionPlan, UserSubscription
+from finance.services.plans import assign_plan, seed_subscription_plans
 
 from .factories import (
     make_company,
@@ -89,14 +93,18 @@ class DocumentUploadViewTestCase(APITestCase):
 
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
 
-    def test_upload_without_workspace_returns_404(self):
+    def test_upload_without_workspace_creates_a_default_one(self):
+        """#46: missing workspace is auto-created instead of 404ing the upload."""
         self.workspace.delete()
 
         response = self.client.post(
             self.url, {"file": pdf_upload()}, format="multipart"
         )
 
-        self.assertEqual(response.status_code, status.HTTP_404_NOT_FOUND)
+        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
+        created_workspace = DocumentWorkspace.objects.get(company=self.company)
+        self.assertEqual(created_workspace.name, "Default")
+        self.assertEqual(Document.objects.get().workspace_id, created_workspace.id)
 
     def test_list_returns_documents_of_own_workspace(self):
         make_document(self.workspace)
@@ -108,13 +116,19 @@ class DocumentUploadViewTestCase(APITestCase):
         self.assertIn("test", response.data[0]["file"])
         self.assertIn("pdf", response.data[0]["file"])
 
-    def test_list_without_workspace_returns_404(self):
+    def test_list_without_workspace_creates_a_default_one(self):
+        """#46: missing workspace is auto-created instead of 404ing the list."""
         self.workspace.delete()
 
         response = self.client.get(self.url)
 
-        self.assertEqual(response.status_code, status.HTTP_404_NOT_FOUND)
-        self.assertEqual(response.data["error"], "Workspace not found")
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data, [])
+        self.assertTrue(
+            DocumentWorkspace.objects.filter(
+                company=self.company, name="Default"
+            ).exists()
+        )
 
 
 class DocumentDetailViewTestCase(APITestCase):
@@ -140,3 +154,155 @@ class DocumentDetailViewTestCase(APITestCase):
 
         self.assertEqual(response.status_code, status.HTTP_404_NOT_FOUND)
         self.assertEqual(response.data["error"], "Document not found")
+
+    def test_get_returns_the_document(self):
+        document = make_document(self.workspace)
+        url = reverse("documents_details", kwargs={"document_id": document.id})
+
+        response = self.client.get(url)
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["id"], document.id)
+        self.assertIn("test", response.data["file"])
+
+    def test_patch_toggles_active_and_updates_vector_metadata(self):
+        document = make_document(self.workspace)
+        document.active = True
+        document.save(update_fields=["active"])
+        url = reverse("documents_details", kwargs={"document_id": document.id})
+
+        with mock.patch("chat_backend.views.AsyncRAGService") as rag_service:
+            response = self.client.patch(url, {"active": False}, format="json")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertFalse(response.data["active"])
+        document.refresh_from_db()
+        self.assertFalse(document.active)
+        rag_service.return_value.set_document_active.assert_called_once_with(
+            document.id, False
+        )
+
+    def test_patch_requires_active_field(self):
+        document = make_document(self.workspace)
+        url = reverse("documents_details", kwargs={"document_id": document.id})
+
+        response = self.client.patch(url, {}, format="json")
+
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+
+    def test_patch_unknown_document_returns_404(self):
+        url = reverse("documents_details", kwargs={"document_id": 4242})
+
+        response = self.client.patch(url, {"active": True}, format="json")
+
+        self.assertEqual(response.status_code, status.HTTP_404_NOT_FOUND)
+
+    def test_delete_removes_the_document_and_its_vectors(self):
+        document = make_document(self.workspace)
+        document_id = document.id
+        url = reverse("documents_details", kwargs={"document_id": document_id})
+
+        with mock.patch.dict(os.environ, {"SKIP_RAG_INIT": ""}):
+            with mock.patch(
+                "chat_backend.services.rag_services.AsyncRAGService"
+            ) as rag_service:
+                response = self.client.delete(url)
+
+        self.assertEqual(response.status_code, status.HTTP_204_NO_CONTENT)
+        self.assertFalse(Document.objects.filter(id=document_id).exists())
+        rag_service.return_value.delete_document_vectors.assert_called_once_with(
+            document_id
+        )
+
+    def test_delete_unknown_document_returns_404(self):
+        url = reverse("documents_details", kwargs={"document_id": 4242})
+
+        response = self.client.delete(url)
+
+        self.assertEqual(response.status_code, status.HTTP_404_NOT_FOUND)
+
+
+@override_settings(ENFORCE_SUBSCRIPTION_GATES=True)
+class DocumentRagFeatureGateTestCase(APITestCase):
+    """#44: RAG document endpoints must respect the plan's ``rag`` feature gate.
+
+    The rest of this module runs with ``ENFORCE_SUBSCRIPTION_GATES=False``
+    (set by the test runner) so pre-existing behavior keeps working
+    regardless of plan; this class opts back in explicitly.
+    """
+
+    def setUp(self):
+        seed_subscription_plans()
+        self.company = make_company()
+        self.user = make_user(company=self.company)
+        self.client.force_authenticate(user=self.user)
+        self.workspace = make_workspace(self.company)
+        rag_patcher = mock.patch("chat_backend.views.AsyncRAGService")
+        self.rag_service = rag_patcher.start()
+        self.addCleanup(rag_patcher.stop)
+
+    def _assign(self, slug):
+        plan = SubscriptionPlan.objects.get(slug=slug)
+        assign_plan(self.user, plan=plan, source=UserSubscription.Source.ADMIN)
+
+    def test_standard_plan_is_denied_workspace_list(self):
+        self._assign("standard")
+
+        response = self.client.get(reverse("document_workspaces"))
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        self.assertEqual(response.data["code"], "feature_not_allowed")
+        self.assertIn("error", response.data)
+        self.assertIn("details", response.data)
+
+    def test_standard_plan_is_denied_document_upload(self):
+        self._assign("standard")
+
+        response = self.client.post(
+            reverse("documents"), {"file": pdf_upload()}, format="multipart"
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        self.assertEqual(response.data["code"], "feature_not_allowed")
+        self.assertEqual(Document.objects.count(), 0)
+
+    def test_standard_plan_is_denied_document_list(self):
+        self._assign("standard")
+
+        response = self.client.get(reverse("documents"))
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+
+    def test_standard_plan_is_denied_document_detail(self):
+        self._assign("standard")
+        document = make_document(self.workspace)
+
+        url = reverse("documents_details", kwargs={"document_id": document.id})
+        response = self.client.get(url)
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+
+    def test_no_subscription_is_denied(self):
+        response = self.client.post(
+            reverse("documents"), {"file": pdf_upload()}, format="multipart"
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        self.assertEqual(response.data["code"], "subscription_required")
+
+    def test_founders_plan_is_allowed_document_upload(self):
+        self._assign("founders")
+
+        response = self.client.post(
+            reverse("documents"), {"file": pdf_upload()}, format="multipart"
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
+        self.assertEqual(Document.objects.count(), 1)
+
+    def test_founders_plan_is_allowed_workspace_list(self):
+        self._assign("founders")
+
+        response = self.client.get(reverse("document_workspaces"))
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)

llm_be/chat_backend/tests/test_views_drive.py

@@ -0,0 +1,272 @@
+"""Tests for Drive connection management API (#47-#52)."""
+
+from __future__ import annotations
+
+from unittest import mock
+
+from django.test import override_settings
+from django.urls import reverse
+from rest_framework import status
+from rest_framework.test import APITestCase
+
+from chat_backend.models import DriveConnection
+from finance.models import SubscriptionPlan, UserSubscription
+from finance.services.plans import assign_plan, seed_subscription_plans
+
+from .factories import make_company, make_drive_connection, make_user
+
+
+class DriveConnectionListViewTestCase(APITestCase):
+    def setUp(self):
+        self.company = make_company()
+        self.user = make_user(email="user@example.com", company=self.company)
+        self.client.force_authenticate(user=self.user)
+        self.url = reverse("drive_connections")
+
+    def test_lists_own_personal_and_company_connections(self):
+        personal = make_drive_connection(
+            self.company, kind=DriveConnection.Kind.PERSONAL, user=self.user
+        )
+        company_conn = make_drive_connection(
+            self.company, kind=DriveConnection.Kind.COMPANY, user=None
+        )
+        other_company = make_company("Other")
+        other_user = make_user(email="other@example.com", company=other_company)
+        make_drive_connection(
+            other_company, kind=DriveConnection.Kind.PERSONAL, user=other_user
+        )
+
+        response = self.client.get(self.url)
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        ids = {row["id"] for row in response.data}
+        self.assertEqual(ids, {personal.id, company_conn.id})
+
+    def test_does_not_leak_other_users_personal_connection(self):
+        teammate = make_user(email="teammate@example.com", company=self.company)
+        make_drive_connection(
+            self.company, kind=DriveConnection.Kind.PERSONAL, user=teammate
+        )
+
+        response = self.client.get(self.url)
+
+        self.assertEqual(response.data, [])
+
+    def test_response_never_includes_tokens(self):
+        make_drive_connection(
+            self.company, kind=DriveConnection.Kind.PERSONAL, user=self.user
+        )
+        response = self.client.get(self.url)
+        self.assertNotIn("access_token", response.data[0])
+        self.assertNotIn("refresh_token", response.data[0])
+
+    @override_settings(ENFORCE_SUBSCRIPTION_GATES=True)
+    def test_denied_on_standard_plan(self):
+        seed_subscription_plans()
+        standard = SubscriptionPlan.objects.get(slug="standard")
+        assign_plan(self.user, plan=standard, source=UserSubscription.Source.ADMIN)
+
+        response = self.client.get(self.url)
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+
+    @override_settings(ENFORCE_SUBSCRIPTION_GATES=True)
+    def test_allowed_on_pro_plan(self):
+        seed_subscription_plans()
+        pro = SubscriptionPlan.objects.get(slug="pro")
+        assign_plan(self.user, plan=pro, source=UserSubscription.Source.ADMIN)
+
+        response = self.client.get(self.url)
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+
+class DriveConnectionDetailViewTestCase(APITestCase):
+    def setUp(self):
+        self.company = make_company()
+        self.user = make_user(email="user@example.com", company=self.company)
+        self.client.force_authenticate(user=self.user)
+
+    def test_owner_can_disconnect_personal_connection(self):
+        connection = make_drive_connection(
+            self.company, kind=DriveConnection.Kind.PERSONAL, user=self.user
+        )
+        url = reverse("drive_connection_detail", kwargs={"connection_id": connection.id})
+
+        response = self.client.delete(url)
+
+        self.assertEqual(response.status_code, status.HTTP_204_NO_CONTENT)
+        connection.refresh_from_db()
+        self.assertFalse(connection.is_active)
+        self.assertEqual(connection.access_token, "")
+        self.assertEqual(connection.refresh_token, "")
+
+    def test_non_owner_cannot_disconnect_personal_connection(self):
+        teammate = make_user(email="teammate@example.com", company=self.company)
+        connection = make_drive_connection(
+            self.company, kind=DriveConnection.Kind.PERSONAL, user=teammate
+        )
+        url = reverse("drive_connection_detail", kwargs={"connection_id": connection.id})
+
+        response = self.client.delete(url)
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        connection.refresh_from_db()
+        self.assertTrue(connection.is_active)
+
+    def test_manager_can_disconnect_company_connection(self):
+        self.user.is_company_manager = True
+        self.user.save(update_fields=["is_company_manager"])
+        connection = make_drive_connection(
+            self.company, kind=DriveConnection.Kind.COMPANY, user=None
+        )
+        url = reverse("drive_connection_detail", kwargs={"connection_id": connection.id})
+
+        response = self.client.delete(url)
+
+        self.assertEqual(response.status_code, status.HTTP_204_NO_CONTENT)
+
+    def test_non_manager_cannot_disconnect_company_connection(self):
+        connection = make_drive_connection(
+            self.company, kind=DriveConnection.Kind.COMPANY, user=None
+        )
+        url = reverse("drive_connection_detail", kwargs={"connection_id": connection.id})
+
+        response = self.client.delete(url)
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+
+    def test_unknown_connection_404(self):
+        url = reverse("drive_connection_detail", kwargs={"connection_id": 999999})
+        response = self.client.delete(url)
+        self.assertEqual(response.status_code, status.HTTP_404_NOT_FOUND)
+
+
+class DriveConnectionResourcesViewTestCase(APITestCase):
+    def setUp(self):
+        self.company = make_company()
+        self.user = make_user(email="user@example.com", company=self.company)
+        self.client.force_authenticate(user=self.user)
+        self.connection = make_drive_connection(
+            self.company, kind=DriveConnection.Kind.PERSONAL, user=self.user
+        )
+        self.url = reverse(
+            "drive_connection_resources", kwargs={"connection_id": self.connection.id}
+        )
+
+    def test_sets_selected_resources(self):
+        response = self.client.post(
+            self.url,
+            {"resource_ids": ["folder-1", "folder-2"], "resource_labels": ["Reports", "HR"]},
+            format="json",
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.connection.refresh_from_db()
+        self.assertEqual(self.connection.selected_resource_ids, ["folder-1", "folder-2"])
+        self.assertEqual(self.connection.selected_resource_labels, ["Reports", "HR"])
+
+    def test_requires_resource_ids_list(self):
+        response = self.client.post(self.url, {}, format="json")
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+
+    def test_company_connection_requires_manager(self):
+        company_conn = make_drive_connection(
+            self.company, kind=DriveConnection.Kind.COMPANY, user=None
+        )
+        url = reverse(
+            "drive_connection_resources", kwargs={"connection_id": company_conn.id}
+        )
+        response = self.client.post(url, {"resource_ids": ["site-1"]}, format="json")
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+
+
+class DriveConnectionSyncViewTestCase(APITestCase):
+    def setUp(self):
+        self.company = make_company()
+        self.user = make_user(email="user@example.com", company=self.company)
+        self.client.force_authenticate(user=self.user)
+        self.connection = make_drive_connection(
+            self.company, kind=DriveConnection.Kind.PERSONAL, user=self.user
+        )
+        self.url = reverse("drive_connection_sync", kwargs={"connection_id": self.connection.id})
+
+    @mock.patch("chat_backend.views_drive.sync_connection")
+    def test_triggers_sync_for_owner(self, mock_sync):
+        mock_sync.return_value = {"added": 2, "updated": 0, "removed": 0, "failed": []}
+
+        response = self.client.post(self.url)
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        mock_sync.assert_called_once_with(self.connection)
+        self.assertEqual(response.data["result"]["added"], 2)
+
+    @mock.patch("chat_backend.views_drive.sync_connection")
+    def test_non_owner_forbidden(self, mock_sync):
+        other = make_user(email="other@example.com", company=self.company)
+        self.client.force_authenticate(user=other)
+
+        response = self.client.post(self.url)
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        mock_sync.assert_not_called()
+
+    @mock.patch("chat_backend.views_drive.sync_connection")
+    def test_disconnected_connection_rejected(self, mock_sync):
+        self.connection.is_active = False
+        self.connection.save(update_fields=["is_active"])
+
+        response = self.client.post(self.url)
+
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+        mock_sync.assert_not_called()
+
+
+class DriveWebhookViewTestCase(APITestCase):
+    def setUp(self):
+        self.company = make_company()
+        self.connection = make_drive_connection(
+            self.company, kind=DriveConnection.Kind.PERSONAL, provider=DriveConnection.Provider.GOOGLE
+        )
+
+    @mock.patch("chat_backend.views_drive.sync_connection")
+    def test_google_webhook_syncs_matching_connection(self, mock_sync):
+        url = reverse("drive_webhook_google")
+        response = self.client.post(f"{url}?connection_id={self.connection.id}")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        mock_sync.assert_called_once_with(self.connection)
+
+    @mock.patch("chat_backend.views_drive.sync_connection")
+    def test_google_webhook_without_connection_id_is_a_noop(self, mock_sync):
+        url = reverse("drive_webhook_google")
+        response = self.client.post(url)
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        mock_sync.assert_not_called()
+
+    @mock.patch("chat_backend.views_drive.sync_connection")
+    def test_microsoft_webhook_validation_handshake(self, mock_sync):
+        url = reverse("drive_webhook_microsoft")
+        response = self.client.post(f"{url}?validationToken=abc123")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.content.decode(), "abc123")
+        mock_sync.assert_not_called()
+
+    @mock.patch("chat_backend.views_drive.sync_connection")
+    def test_microsoft_webhook_syncs_via_client_state(self, mock_sync):
+        ms_connection = make_drive_connection(
+            self.company,
+            kind=DriveConnection.Kind.PERSONAL,
+            provider=DriveConnection.Provider.MICROSOFT,
+            user=make_user(email="ms.user@example.com", company=self.company),
+        )
+        url = reverse("drive_webhook_microsoft")
+
+        response = self.client.post(
+            url,
+            {"value": [{"clientState": str(ms_connection.id)}]},
+            format="json",
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        mock_sync.assert_called_once_with(ms_connection)

llm_be/chat_backend/urls.py

@@ -27,6 +27,14 @@ from .views import (
     DocumentDetailView,
 )
 from .views_oauth import OAuthCallbackView, OAuthStartView
+from .views_drive import (
+    DriveConnectionListView,
+    DriveConnectionDetailView,
+    DriveConnectionResourcesView,
+    DriveConnectionSyncView,
+    DriveWebhookGoogleView,
+    DriveWebhookMicrosoftView,
+)
 from rest_framework.routers import DefaultRouter
 
 
@@ -107,4 +115,35 @@ urlpatterns = [
         DocumentDetailView.as_view(),
         name="documents_details",
     ),
+    # drive urls (#47-#52)
+    path(
+        "drive/connections/",
+        DriveConnectionListView.as_view(),
+        name="drive_connections",
+    ),
+    path(
+        "drive/connections/<int:connection_id>/",
+        DriveConnectionDetailView.as_view(),
+        name="drive_connection_detail",
+    ),
+    path(
+        "drive/connections/<int:connection_id>/resources/",
+        DriveConnectionResourcesView.as_view(),
+        name="drive_connection_resources",
+    ),
+    path(
+        "drive/connections/<int:connection_id>/sync/",
+        DriveConnectionSyncView.as_view(),
+        name="drive_connection_sync",
+    ),
+    path(
+        "drive/webhooks/google/",
+        DriveWebhookGoogleView.as_view(),
+        name="drive_webhook_google",
+    ),
+    path(
+        "drive/webhooks/microsoft/",
+        DriveWebhookMicrosoftView.as_view(),
+        name="drive_webhook_microsoft",
+    ),
 ]

llm_be/chat_backend/views.py

@@ -65,8 +65,10 @@ from .email_tasks import (
     send_invite_email,
     send_password_reset_email,
 )
+from finance.services.quotas import FeatureNotAllowed, assert_feature_allowed
 from .services.llm_service import AsyncLLMService
 from .services.rag_services import AsyncRAGService
+from .services.chat_tenant_scope import ensure_company_workspace
 from .services.title_generator import title_generator
 from .services.moderation_classifier import moderation_classifier, ModerationLabel
 from .services.prompt_classifier.prompt_classifier import PromptClassifier, PromptType
@@ -789,15 +791,30 @@ llm = OllamaLLM(**ollama_llm_kwargs(model=MODEL_NAME))
 
 
 # Document Views
+def _feature_gate_response(exc: FeatureNotAllowed) -> Response:
+    return Response(
+        {"code": exc.code, "error": exc.message, "details": exc.details},
+        status=status.HTTP_403_FORBIDDEN,
+    )
+
+
 class DocumentWorkspaceView(APIView):
     # permission_classes = [permissions.IsAuthenticated]
 
     def get(self, request):
+        try:
+            assert_feature_allowed(request.user, "rag")
+        except FeatureNotAllowed as exc:
+            return _feature_gate_response(exc)
         workspaces = DocumentWorkspace.objects.filter(company=request.user.company)
         serializer = DocumentWorkspaceSerializer(workspaces, many=True)
         return Response(serializer.data)
 
     def post(self, request):
+        try:
+            assert_feature_allowed(request.user, "rag")
+        except FeatureNotAllowed as exc:
+            return _feature_gate_response(exc)
         serializer = DocumentWorkspaceSerializer(data=request.data)
         if serializer.is_valid():
             serializer.save(company=request.user.company)
@@ -811,27 +828,25 @@ class DocumentUploadView(APIView):
     def get(self, request):
         logger.debug(f"request_3: {request}")
         try:
-            workspace = DocumentWorkspace.objects.get(company=request.user.company)
-            serializer = DocumentSerializer(
-                Document.objects.filter(workspace=workspace), many=True
-            )
-            return Response(serializer.data, status=status.HTTP_200_OK)
+            assert_feature_allowed(request.user, "rag")
+        except FeatureNotAllowed as exc:
+            return _feature_gate_response(exc)
 
-        except:
-            return Response(
-                {"error": "Workspace not found"}, status=status.HTTP_404_NOT_FOUND
-            )
+        workspace = ensure_company_workspace(request.user.company)
+        serializer = DocumentSerializer(
+            Document.objects.filter(workspace=workspace), many=True
+        )
+        return Response(serializer.data, status=status.HTTP_200_OK)
 
     def post(self, request):
         logger.debug(f"request: {request}")
 
         try:
-            workspace = DocumentWorkspace.objects.get(company=request.user.company)
+            assert_feature_allowed(request.user, "rag")
+        except FeatureNotAllowed as exc:
+            return _feature_gate_response(exc)
 
-        except:
-            return Response(
-                {"error": "Workspace not found"}, status=status.HTTP_404_NOT_FOUND
-            )
+        workspace = ensure_company_workspace(request.user.company)
 
         logger.info(request.FILES)
         file = request.FILES.get("file")
@@ -857,7 +872,15 @@ class DocumentUploadView(APIView):
         document.save()
         service = AsyncRAGService()
         service.add_files_to_store(
-            [(document.file, document.file.name, document.workspace_id)],
+            [
+                (
+                    document.file,
+                    document.file.name,
+                    document.workspace_id,
+                    document.id,
+                    document.active,
+                )
+            ],
             workspace_id=document.workspace_id,
         )
 
@@ -865,16 +888,73 @@ class DocumentUploadView(APIView):
 class DocumentDetailView(APIView):
     # permission_classes = [permissions.IsAuthenticated]
 
+    def _get_document(self, request, document_id):
+        workspace = ensure_company_workspace(request.user.company)
+        return Document.objects.filter(workspace=workspace, id=document_id).first()
+
     def get(self, request, document_id):
         logger.info(f"request: {request}")
         try:
-            workspace = DocumentWorkspace.objects.get(company=request.user.company)
+            assert_feature_allowed(request.user, "rag")
+        except FeatureNotAllowed as exc:
+            return _feature_gate_response(exc)
 
-            document = Document.objects.get(workspace=workspace, id=document_id)
-        except:
+        document = self._get_document(request, document_id)
+        if document is None:
             return Response(
                 {"error": "Document not found"}, status=status.HTTP_404_NOT_FOUND
             )
 
-        serializer = DocumentWorkspaceSerializer(workspaces, many=True)
-        return Response(serializer.data)
+        serializer = DocumentSerializer(document)
+        return Response(serializer.data, status=status.HTTP_200_OK)
+
+    def patch(self, request, document_id):
+        """Toggle a document's ``active`` flag (#44) and its vector metadata (#45)."""
+        try:
+            assert_feature_allowed(request.user, "rag")
+        except FeatureNotAllowed as exc:
+            return _feature_gate_response(exc)
+
+        document = self._get_document(request, document_id)
+        if document is None:
+            return Response(
+                {"error": "Document not found"}, status=status.HTTP_404_NOT_FOUND
+            )
+
+        if "active" not in request.data:
+            return Response(
+                {"error": "active is required"}, status=status.HTTP_400_BAD_REQUEST
+            )
+
+        active = request.data.get("active")
+        if isinstance(active, str):
+            active = active.strip().lower() in {"1", "true", "yes"}
+        document.active = bool(active)
+        document.save(update_fields=["active"])
+
+        try:
+            AsyncRAGService().set_document_active(document.id, document.active)
+        except Exception as exc:
+            logger.warning(
+                "Failed to update vector active metadata for document %s: %s",
+                document.id,
+                exc,
+            )
+
+        serializer = DocumentSerializer(document)
+        return Response(serializer.data, status=status.HTTP_200_OK)
+
+    def delete(self, request, document_id):
+        try:
+            assert_feature_allowed(request.user, "rag")
+        except FeatureNotAllowed as exc:
+            return _feature_gate_response(exc)
+
+        document = self._get_document(request, document_id)
+        if document is None:
+            return Response(
+                {"error": "Document not found"}, status=status.HTTP_404_NOT_FOUND
+            )
+
+        document.delete()
+        return Response(status=status.HTTP_204_NO_CONTENT)

llm_be/chat_backend/views_drive.py

@@ -0,0 +1,204 @@
+"""Drive connection management, sync, and webhook API (#47-#52)."""
+
+from __future__ import annotations
+
+import logging
+
+from django.db.models import Q
+from django.http import HttpResponse
+from rest_framework import permissions, status
+from rest_framework.response import Response
+from rest_framework.views import APIView
+
+from finance.services.quotas import FeatureNotAllowed, assert_feature_allowed
+
+from .models import DriveConnection
+from .serializers import DriveConnectionResourcesSerializer, DriveConnectionSerializer
+from .services.drive_sync import sync_connection
+
+logger = logging.getLogger(__name__)
+
+
+def _require_rag_feature(user) -> Response | None:
+    """Return a 403 Response when the plan doesn't allow Drive/RAG, else None."""
+    try:
+        assert_feature_allowed(user, "rag")
+    except FeatureNotAllowed as exc:
+        return Response({"detail": exc.message, "code": exc.code}, status=status.HTTP_403_FORBIDDEN)
+    return None
+
+
+def _user_can_manage(connection: DriveConnection, user) -> bool:
+    """Owner may manage personal connections; only managers manage company ones (#50/#51)."""
+    if connection.kind == DriveConnection.Kind.PERSONAL:
+        return connection.user_id == user.id
+    return connection.company_id == user.company_id and bool(user.is_company_manager)
+
+
+class DriveConnectionListView(APIView):
+    """GET /api/drive/connections/ — user's personal + own-company connections."""
+
+    def get(self, request):
+        denied = _require_rag_feature(request.user)
+        if denied is not None:
+            return denied
+
+        user = request.user
+        connections = DriveConnection.objects.filter(
+            Q(kind=DriveConnection.Kind.PERSONAL, user=user)
+            | Q(kind=DriveConnection.Kind.COMPANY, company_id=user.company_id)
+        ).order_by("-created")
+        serializer = DriveConnectionSerializer(connections, many=True)
+        return Response(serializer.data)
+
+
+class DriveConnectionDetailView(APIView):
+    """DELETE /api/drive/connections/<id>/ — disconnect (owner or company manager)."""
+
+    def delete(self, request, connection_id):
+        denied = _require_rag_feature(request.user)
+        if denied is not None:
+            return denied
+
+        connection = DriveConnection.objects.filter(id=connection_id).first()
+        if connection is None:
+            return Response({"detail": "Connection not found."}, status=status.HTTP_404_NOT_FOUND)
+        if not _user_can_manage(connection, request.user):
+            return Response(
+                {"detail": "You are not allowed to disconnect this connection."},
+                status=status.HTTP_403_FORBIDDEN,
+            )
+
+        connection.is_active = False
+        connection.access_token = ""
+        connection.refresh_token = ""
+        connection.last_sync_status = DriveConnection.SyncStatus.NEVER
+        connection.save(
+            update_fields=[
+                "is_active",
+                "access_token",
+                "refresh_token",
+                "last_sync_status",
+                "last_modified",
+            ]
+        )
+        return Response(status=status.HTTP_204_NO_CONTENT)
+
+
+class DriveConnectionResourcesView(APIView):
+    """POST /api/drive/connections/<id>/resources/ — set selected folder/drive/site ids."""
+
+    def post(self, request, connection_id):
+        denied = _require_rag_feature(request.user)
+        if denied is not None:
+            return denied
+
+        connection = DriveConnection.objects.filter(id=connection_id).first()
+        if connection is None:
+            return Response({"detail": "Connection not found."}, status=status.HTTP_404_NOT_FOUND)
+        if not _user_can_manage(connection, request.user):
+            return Response(
+                {"detail": "You are not allowed to configure this connection."},
+                status=status.HTTP_403_FORBIDDEN,
+            )
+
+        serializer = DriveConnectionResourcesSerializer(data=request.data)
+        if not serializer.is_valid():
+            return Response(serializer.errors, status=status.HTTP_400_BAD_REQUEST)
+
+        connection.selected_resource_ids = serializer.validated_data["resource_ids"]
+        connection.selected_resource_labels = serializer.validated_data.get(
+            "resource_labels", []
+        )
+        connection.save(
+            update_fields=["selected_resource_ids", "selected_resource_labels", "last_modified"]
+        )
+        return Response(DriveConnectionSerializer(connection).data)
+
+
+class DriveConnectionSyncView(APIView):
+    """POST /api/drive/connections/<id>/sync/ — trigger a sync now."""
+
+    def post(self, request, connection_id):
+        denied = _require_rag_feature(request.user)
+        if denied is not None:
+            return denied
+
+        connection = DriveConnection.objects.filter(id=connection_id).first()
+        if connection is None:
+            return Response({"detail": "Connection not found."}, status=status.HTTP_404_NOT_FOUND)
+        if not _user_can_manage(connection, request.user):
+            return Response(
+                {"detail": "You are not allowed to sync this connection."},
+                status=status.HTTP_403_FORBIDDEN,
+            )
+        if not connection.is_active:
+            return Response(
+                {"detail": "This connection is disconnected."},
+                status=status.HTTP_400_BAD_REQUEST,
+            )
+
+        result = sync_connection(connection)
+        connection.refresh_from_db()
+        return Response(
+            {"result": result, "connection": DriveConnectionSerializer(connection).data}
+        )
+
+
+def _maybe_sync_from_webhook(connection_id, provider: str) -> None:
+    """Best-effort sync trigger for a webhook payload (#52).
+
+    Providers don't reliably identify the local connection without a prior
+    ``watch``/subscription setup that stores our id as the channel token /
+    ``clientState``. When we can't resolve a connection, ack with 200 anyway
+    per the provider contract (retrying would just repeat the same lookup).
+    """
+    if not connection_id:
+        return
+    connection = DriveConnection.objects.filter(
+        id=connection_id, provider=provider, is_active=True
+    ).first()
+    if connection is None:
+        return
+    try:
+        sync_connection(connection)
+    except Exception:
+        logger.exception(
+            "Webhook-triggered Drive sync failed for connection=%s", connection_id
+        )
+
+
+class DriveWebhookGoogleView(APIView):
+    """POST /api/drive/webhooks/google/ — Google Drive push notification stub."""
+
+    permission_classes = (permissions.AllowAny,)
+    authentication_classes = ()
+
+    def post(self, request):
+        connection_id = request.query_params.get("connection_id") or request.META.get(
+            "HTTP_X_GOOG_CHANNEL_TOKEN"
+        )
+        _maybe_sync_from_webhook(connection_id, DriveConnection.Provider.GOOGLE)
+        return Response(status=status.HTTP_200_OK)
+
+
+class DriveWebhookMicrosoftView(APIView):
+    """POST /api/drive/webhooks/microsoft/ — Microsoft Graph change notification stub."""
+
+    permission_classes = (permissions.AllowAny,)
+    authentication_classes = ()
+
+    def post(self, request):
+        validation_token = request.query_params.get("validationToken")
+        if validation_token:
+            # Graph subscription-creation handshake: echo the token back as text/plain.
+            return HttpResponse(validation_token, content_type="text/plain")
+
+        connection_id = request.query_params.get("connection_id")
+        if not connection_id:
+            for notification in (request.data or {}).get("value", []):
+                connection_id = notification.get("clientState")
+                if connection_id:
+                    break
+        _maybe_sync_from_webhook(connection_id, DriveConnection.Provider.MICROSOFT)
+        return Response(status=status.HTTP_200_OK)

llm_be/chat_backend/views_oauth.py

@@ -11,10 +11,14 @@ from django.urls import reverse
 from rest_framework import permissions, status
 from rest_framework.response import Response
 from rest_framework.views import APIView
+from rest_framework_simplejwt.authentication import JWTAuthentication
 from rest_framework_simplejwt.tokens import RefreshToken
 
-from .models import OAuthIdentity
+from finance.services.quotas import FeatureNotAllowed, assert_feature_allowed
+
+from .models import DriveConnection, OAuthIdentity
 from .oauth import (
+    DRIVE_LINK_INTENTS,
     OAuthError,
     build_authorization_url,
     configured_providers,
@@ -22,7 +26,9 @@ from .oauth import (
     exchange_code_for_profile,
     load_oauth_state,
     provider_configured,
+    resolve_link_user,
     resolve_user_from_profile,
+    upsert_drive_connection,
     upsert_identity,
 )
 
@@ -44,17 +50,32 @@ def _frontend_callback_url(**params: str) -> str:
     return f"{base}/auth/callback/?{query}"
 
 
+def _frontend_drive_redirect_url(**params: str) -> str:
+    """Drive-link callbacks return to Documents storage (#47 / #83)."""
+    base = settings.FRONTEND_BASE_URL.rstrip("/")
+    query = urlencode({k: v for k, v in params.items() if v is not None and v != ""})
+    return f"{base}/document_storage/?{query}"
+
+
 def _redirect_error(code: str, message: str = "") -> HttpResponseRedirect:
     return HttpResponseRedirect(
         _frontend_callback_url(error=code, error_description=message or code)
     )
 
 
+def _redirect_drive_error(code: str, message: str = "") -> HttpResponseRedirect:
+    return HttpResponseRedirect(
+        _frontend_drive_redirect_url(error=code, error_description=message or code)
+    )
+
+
 class OAuthStartView(APIView):
     """Redirect the browser to Google / Microsoft authorize URL."""
 
     permission_classes = (permissions.AllowAny,)
-    authentication_classes = ()
+    # Login/signup are anonymous; link_drive/link_company_drive need
+    # request.user, so JWT auth runs but never blocks the anonymous flows.
+    authentication_classes = (JWTAuthentication,)
     http_method_names = ["get"]
 
     def get(self, request, provider: str):
@@ -71,9 +92,14 @@ class OAuthStartView(APIView):
             )
 
         intent = (request.query_params.get("intent") or "login").lower()
-        if intent not in {"login", "signup"}:
+        if intent not in {"login", "signup", *DRIVE_LINK_INTENTS}:
             return Response(
-                {"detail": "intent must be 'login' or 'signup'."},
+                {
+                    "detail": (
+                        "intent must be one of 'login', 'signup', "
+                        "'link_drive', 'link_company_drive'."
+                    )
+                },
                 status=status.HTTP_400_BAD_REQUEST,
             )
         if intent == "signup" and not settings.ENABLE_ACCOUNT_REGISTRATION:
@@ -82,15 +108,43 @@ class OAuthStartView(APIView):
                 status=status.HTTP_403_FORBIDDEN,
             )
 
-        state = dump_oauth_state(provider=provider, intent=intent)
+        user_id = None
+        if intent in DRIVE_LINK_INTENTS:
+            user = request.user
+            if user is None or not user.is_authenticated:
+                return Response(
+                    {"detail": "Authentication is required to link a Drive account."},
+                    status=status.HTTP_401_UNAUTHORIZED,
+                )
+            try:
+                assert_feature_allowed(user, "rag")
+            except FeatureNotAllowed as exc:
+                return Response(
+                    {"detail": exc.message, "code": exc.code},
+                    status=status.HTTP_403_FORBIDDEN,
+                )
+            if intent == "link_company_drive" and not user.is_company_manager:
+                return Response(
+                    {"detail": "Only a company manager can connect a company Drive."},
+                    status=status.HTTP_403_FORBIDDEN,
+                )
+            user_id = user.id
+
+        state = dump_oauth_state(provider=provider, intent=intent, user_id=user_id)
         redirect_uri = _callback_redirect_uri(request, provider)
         try:
             auth_url = build_authorization_url(
-                provider=provider, redirect_uri=redirect_uri, state=state
+                provider=provider, redirect_uri=redirect_uri, state=state, intent=intent
             )
         except OAuthError as exc:
             return Response({"detail": exc.message}, status=status.HTTP_400_BAD_REQUEST)
 
+        # Authenticated Drive-link flows are started via XHR (Bearer JWT). A
+        # full-page redirect would drop the Authorization header, so return
+        # the IdP URL as JSON when the client asks for it (?response=json).
+        if intent in DRIVE_LINK_INTENTS and request.query_params.get("response") == "json":
+            return Response({"authorize_url": auth_url})
+
         return HttpResponseRedirect(auth_url)
 
 
@@ -121,14 +175,22 @@ class OAuthCallbackView(APIView):
             state_data = load_oauth_state(state)
             if state_data["provider"] != provider:
                 raise OAuthError("invalid_state", "OAuth provider mismatch.")
+        except OAuthError as exc:
+            logger.info("OAuth callback failed (%s): %s", exc.code, exc.message)
+            return _redirect_error(exc.code, exc.message)
 
+        intent = state_data["intent"]
+        if intent in DRIVE_LINK_INTENTS:
+            return self._handle_drive_link_callback(
+                request, provider=provider, code=code, state_data=state_data
+            )
+
+        try:
             redirect_uri = _callback_redirect_uri(request, provider)
             profile = exchange_code_for_profile(
                 provider=provider, code=code, redirect_uri=redirect_uri
             )
-            user, created = resolve_user_from_profile(
-                profile=profile, intent=state_data["intent"]
-            )
+            user, created = resolve_user_from_profile(profile=profile, intent=intent)
             # Refresh stored tokens on every successful login.
             upsert_identity(user, profile)
         except OAuthError as exc:
@@ -151,6 +213,47 @@ class OAuthCallbackView(APIView):
             )
         )
 
+    def _handle_drive_link_callback(
+        self, request, *, provider: str, code: str, state_data: dict
+    ) -> HttpResponseRedirect:
+        """Exchange code + upsert a DriveConnection for an already-authenticated user (#47)."""
+        try:
+            user = resolve_link_user(state_data["user_id"])
+            kind = (
+                DriveConnection.Kind.COMPANY
+                if state_data["intent"] == "link_company_drive"
+                else DriveConnection.Kind.PERSONAL
+            )
+            if kind == DriveConnection.Kind.COMPANY and not user.is_company_manager:
+                raise OAuthError(
+                    "forbidden",
+                    "Only a company manager can connect a company Drive.",
+                )
+            assert_feature_allowed(user, "rag")
+
+            redirect_uri = _callback_redirect_uri(request, provider)
+            profile = exchange_code_for_profile(
+                provider=provider, code=code, redirect_uri=redirect_uri
+            )
+            connection = upsert_drive_connection(user=user, kind=kind, profile=profile)
+        except FeatureNotAllowed as exc:
+            logger.info("Drive link denied by feature gate (%s): %s", exc.code, exc.message)
+            return _redirect_drive_error(exc.code, exc.message)
+        except OAuthError as exc:
+            logger.info("Drive link callback failed (%s): %s", exc.code, exc.message)
+            return _redirect_drive_error(exc.code, exc.message)
+        except Exception:
+            logger.exception("Unexpected Drive link callback failure")
+            return _redirect_drive_error("server_error", "Unexpected Drive link error.")
+
+        return HttpResponseRedirect(
+            _frontend_drive_redirect_url(
+                drive_connected="1",
+                provider=provider,
+                kind=connection.kind,
+            )
+        )
+
 
 def oauth_public_flags() -> dict:
     """Feature flags for /public/settings/."""

llm_be/finance/admin.py

@@ -12,13 +12,14 @@ class SubscriptionPlanAdmin(admin.ModelAdmin):
         "is_public",
         "is_selectable",
         "allows_image_generation",
+        "allows_rag",
         "allows_all_future_features",
         "prompt_quota_per_window",
         "prompt_window_hours",
         "monthly_token_quota",
         "sort_order",
     )
-    list_filter = ("is_public", "is_selectable", "allows_image_generation")
+    list_filter = ("is_public", "is_selectable", "allows_image_generation", "allows_rag")
     search_fields = ("slug", "name", "stripe_price_id")
     readonly_fields = ("created", "last_modified")
     prepopulated_fields = {"slug": ("name",)}

llm_be/finance/migrations/0002_subscription_plans_quotas.py

@@ -7,9 +7,113 @@ from django.db import migrations, models
 
 
 def seed_plans(apps, schema_editor):
-    from finance.services.plans import seed_subscription_plans
+    """Seed the original 5-plan catalog frozen at this migration's schema.
 
-    seed_subscription_plans(update_existing=True)
+    Deliberately does NOT import ``finance.services.plans`` — that module's
+    ``PLAN_SEED``/model class reflect the *current* code, so a later required
+    field (e.g. ``allows_rag`` added in #43) would make this historical
+    RunPython try to write a column that doesn't exist yet when a fresh
+    database replays migrations in order. Live code re-seeds (and adds any
+    new fields) via ``seed_subscription_plans()`` calls elsewhere (app
+    startup, quota checks, test setUp), so this only needs to create the
+    original rows.
+    """
+    SubscriptionPlan = apps.get_model("finance", "SubscriptionPlan")
+    seed = [
+        {
+            "slug": "founders",
+            "name": "Founders",
+            "description": (
+                "Unlimited product access for early supporters: text plus all future "
+                "capabilities as they ship. $10/mo."
+            ),
+            "price_cents": 1000,
+            "is_public": True,
+            "is_selectable": True,
+            "allows_text_generation": True,
+            "allows_image_generation": True,
+            "allows_all_future_features": True,
+            "prompt_quota_per_window": 300,
+            "prompt_window_hours": 6,
+            "monthly_token_quota": None,
+            "sort_order": 10,
+        },
+        {
+            "slug": "standard",
+            "name": "Standard",
+            "description": (
+                "Secure conversational chat and coding assistance for developers "
+                "and privacy-conscious individuals."
+            ),
+            "price_cents": 1500,
+            "is_public": False,
+            "is_selectable": False,
+            "allows_text_generation": True,
+            "allows_image_generation": False,
+            "allows_all_future_features": False,
+            "prompt_quota_per_window": 100,
+            "prompt_window_hours": 6,
+            "monthly_token_quota": 1_000_000,
+            "sort_order": 20,
+        },
+        {
+            "slug": "pro",
+            "name": "Pro / Creator",
+            "description": (
+                "Higher message caps and multi-modal workflows for heavy users, "
+                "including image generation when available."
+            ),
+            "price_cents": 4000,
+            "is_public": False,
+            "is_selectable": False,
+            "allows_text_generation": True,
+            "allows_image_generation": True,
+            "allows_all_future_features": False,
+            "prompt_quota_per_window": 200,
+            "prompt_window_hours": 6,
+            "monthly_token_quota": 3_000_000,
+            "sort_order": 30,
+        },
+        {
+            "slug": "business",
+            "name": "Business Team",
+            "description": (
+                "Team seats, centralized auth, priority support, and absolute data "
+                "privacy for local companies handling sensitive data."
+            ),
+            "price_cents": 9900,
+            "is_public": False,
+            "is_selectable": False,
+            "allows_text_generation": True,
+            "allows_image_generation": True,
+            "allows_all_future_features": False,
+            "prompt_quota_per_window": 300,
+            "prompt_window_hours": 6,
+            "monthly_token_quota": 5_000_000,
+            "sort_order": 40,
+        },
+        {
+            "slug": "backer",
+            "name": "Backer",
+            "description": (
+                "Complimentary Founders-level access for pre-approved emails. "
+                "Not shown at checkout."
+            ),
+            "price_cents": 0,
+            "is_public": False,
+            "is_selectable": False,
+            "allows_text_generation": True,
+            "allows_image_generation": True,
+            "allows_all_future_features": True,
+            "prompt_quota_per_window": 300,
+            "prompt_window_hours": 6,
+            "monthly_token_quota": None,
+            "sort_order": 5,
+        },
+    ]
+    for row in seed:
+        slug = row.pop("slug")
+        SubscriptionPlan.objects.get_or_create(slug=slug, defaults=row)
 
 
 class Migration(migrations.Migration):

llm_be/finance/migrations/0004_subscriptionplan_allows_rag.py

@@ -0,0 +1,21 @@
+# Generated by Django 6.0 on 2026-08-01 20:15
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("finance", "0003_subscription_cancel_period_fields"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="subscriptionplan",
+            name="allows_rag",
+            field=models.BooleanField(
+                default=False,
+                help_text="Drive/RAG document sync (Google Drive, OneDrive, SharePoint).",
+            ),
+        ),
+    ]

llm_be/finance/models.py

@@ -40,6 +40,10 @@ class SubscriptionPlan(TimeInfoBase):
     )
     allows_text_generation = models.BooleanField(default=True)
     allows_image_generation = models.BooleanField(default=False)
+    allows_rag = models.BooleanField(
+        default=False,
+        help_text="Drive/RAG document sync (Google Drive, OneDrive, SharePoint).",
+    )
     allows_all_future_features = models.BooleanField(
         default=False,
         help_text="Founders/Backer: unlock new capabilities as they ship.",
@@ -74,6 +78,8 @@ class SubscriptionPlan(TimeInfoBase):
             return self.allows_text_generation
         if feature in ("image", "image_generation"):
             return self.allows_image_generation
+        if feature in ("rag", "document_rag"):
+            return self.allows_rag
         return False
 
 

llm_be/finance/serializers.py

@@ -82,5 +82,6 @@ class SubscriptionPlanSerializer(serializers.ModelSerializer):
         return {
             "text_generation": obj.allows_feature("text_generation"),
             "image_generation": obj.allows_feature("image_generation"),
+            "rag": obj.allows_feature("rag"),
             "all_future_features": obj.allows_all_future_features,
         }

llm_be/finance/services/plans.py

@@ -41,6 +41,7 @@ PLAN_SEED: list[dict[str, Any]] = [
         "is_selectable": True,
         "allows_text_generation": True,
         "allows_image_generation": True,
+        "allows_rag": True,
         "allows_all_future_features": True,
         "prompt_quota_per_window": 300,
         "prompt_window_hours": 6,
@@ -59,6 +60,7 @@ PLAN_SEED: list[dict[str, Any]] = [
         "is_selectable": False,
         "allows_text_generation": True,
         "allows_image_generation": False,
+        "allows_rag": False,
         "allows_all_future_features": False,
         "prompt_quota_per_window": 100,
         "prompt_window_hours": 6,
@@ -70,13 +72,14 @@ PLAN_SEED: list[dict[str, Any]] = [
         "name": "Pro / Creator",
         "description": (
             "Higher message caps and multi-modal workflows for heavy users, "
-            "including image generation when available."
+            "including image generation and Drive/RAG sync when available."
         ),
         "price_cents": 4000,
         "is_public": False,
         "is_selectable": False,
         "allows_text_generation": True,
         "allows_image_generation": True,
+        "allows_rag": True,
         "allows_all_future_features": False,
         "prompt_quota_per_window": 200,
         "prompt_window_hours": 6,
@@ -87,14 +90,16 @@ PLAN_SEED: list[dict[str, Any]] = [
         "slug": SubscriptionPlan.Slug.BUSINESS,
         "name": "Business Team",
         "description": (
-            "Team seats, centralized auth, priority support, and absolute data "
-            "privacy for local companies handling sensitive data."
+            "Team seats, centralized auth, priority support, company Drive/RAG "
+            "sync, and absolute data privacy for local companies handling "
+            "sensitive data."
         ),
         "price_cents": 9900,
         "is_public": False,
         "is_selectable": False,
         "allows_text_generation": True,
         "allows_image_generation": True,
+        "allows_rag": True,
         "allows_all_future_features": False,
         "prompt_quota_per_window": 300,
         "prompt_window_hours": 6,
@@ -113,6 +118,7 @@ PLAN_SEED: list[dict[str, Any]] = [
         "is_selectable": False,
         "allows_text_generation": True,
         "allows_image_generation": True,
+        "allows_rag": True,
         "allows_all_future_features": True,
         "prompt_quota_per_window": 300,
         "prompt_window_hours": 6,
@@ -415,6 +421,7 @@ def plan_to_dict(plan: SubscriptionPlan | None) -> dict[str, Any] | None:
         "features": {
             "text_generation": plan.allows_feature("text_generation"),
             "image_generation": plan.allows_feature("image_generation"),
+            "rag": plan.allows_feature("rag"),
             "all_future_features": plan.allows_all_future_features,
         },
         "prompt_quota_per_window": plan.prompt_quota_per_window,

llm_be/finance/tests/test_plans_quotas.py

@@ -55,6 +55,24 @@ class PlanCatalogTestCase(TestCase):
         self.assertFalse(plans["backer"].is_selectable)
         self.assertTrue(plans["backer"].allows_all_future_features)
 
+    def test_seed_allows_rag_matrix(self):
+        """#43: RAG is gated per-plan — standard is the only tier without it."""
+        plans = {p.slug: p for p in seed_subscription_plans()}
+
+        self.assertTrue(plans["founders"].allows_rag)
+        self.assertFalse(plans["standard"].allows_rag)
+        self.assertTrue(plans["pro"].allows_rag)
+        self.assertTrue(plans["business"].allows_rag)
+        self.assertTrue(plans["backer"].allows_rag)
+
+    def test_allows_feature_recognizes_rag_aliases(self):
+        plans = {p.slug: p for p in seed_subscription_plans()}
+
+        self.assertTrue(plans["pro"].allows_feature("rag"))
+        self.assertTrue(plans["pro"].allows_feature("document_rag"))
+        self.assertFalse(plans["standard"].allows_feature("rag"))
+        self.assertFalse(plans["standard"].allows_feature("document_rag"))
+
 
 class BackerRedeemTestCase(TestCase):
     def setUp(self):
@@ -126,6 +144,23 @@ class QuotaGateTestCase(TestCase):
         )
         assert_feature_allowed(self.user, "image_generation")
 
+    def test_business_allows_rag(self):
+        business = SubscriptionPlan.objects.get(slug="business")
+        assign_plan(self.user, plan=business, source=UserSubscription.Source.ADMIN)
+        assert_feature_allowed(self.user, "rag")
+
+    def test_feature_gate_blocks_rag_on_standard(self):
+        with self.assertRaises(FeatureNotAllowed) as ctx:
+            assert_feature_allowed(self.user, "rag")
+        self.assertEqual(ctx.exception.code, "feature_not_allowed")
+
+    def test_pro_allows_rag(self):
+        pro = SubscriptionPlan.objects.get(slug="pro")
+        assign_plan(
+            self.user, plan=pro, source=UserSubscription.Source.ADMIN
+        )
+        assert_feature_allowed(self.user, "rag")
+
     def test_token_quota_blocks_when_reported(self):
         self.plan.monthly_token_quota = 50
         self.plan.prompt_quota_per_window = 1000