Added configuration plugin options for default chat data sources

2026-08-11 19:32:10 +00:00 · 2026-07-05 14:08:18 +02:00 · 2026-07-05 14:08:18 +02:00 · 9891788ecb
commit 9891788ecb
parent 4aac5ca139
16 changed files with 246 additions and 31 deletions
--- a/Studio/Components/DataSourceSelection.razor
+++ b/Studio/Components/DataSourceSelection.razor
@ -160,13 +160,13 @@ else if (this.SelectionMode is DataSourceSelectionMode.CONFIGURATION_MODE)
            </MudText>
        }

-        <MudTextSwitch Label="@T("Are data sources enabled?")" Value="@this.areDataSourcesEnabled" LabelOn="@T("Yes, I want to use data sources.")" LabelOff="@T("No, I don't want to use data sources.")" ValueChanged="@this.EnabledChanged"/>
+        <MudTextSwitch Label="@T("Are data sources enabled?")" Value="@this.areDataSourcesEnabled" LabelOn="@T("Yes, I want to use data sources.")" LabelOff="@T("No, I don't want to use data sources.")" ValueChanged="@this.EnabledChanged" Disabled="@this.IsPreselectedDataSourcesDisabledLocked()"/>
        @if (this.areDataSourcesEnabled)
        {
-            <MudTextSwitch Label="@T("AI-based data source selection")" Value="@this.aiBasedSourceSelection" LabelOn="@T("Yes, let the AI decide which data sources are needed.")" LabelOff="@T("No, I manually decide which data source to use.")" ValueChanged="@this.AutoModeChanged"/>
-            <MudTextSwitch Label="@T("AI-based data validation")" Value="@this.aiBasedValidation" LabelOn="@T("Yes, let the AI validate & filter the retrieved data.")" LabelOff="@T("No, use all data retrieved from the data sources.")" ValueChanged="@this.ValidationModeChanged"/>
-            <MudField Label="@T("Available Data Sources")" Variant="Variant.Outlined" Class="mb-3" Disabled="@this.aiBasedSourceSelection">
-                <MudList T="IDataSource" SelectionMode="@this.GetListSelectionMode()" @bind-SelectedValues:get="@this.selectedDataSources" @bind-SelectedValues:set="@(x => this.SelectionChanged(x))">
+            <MudTextSwitch Label="@T("AI-based data source selection")" Value="@this.aiBasedSourceSelection" LabelOn="@T("Yes, let the AI decide which data sources are needed.")" LabelOff="@T("No, I manually decide which data source to use.")" ValueChanged="@this.AutoModeChanged" Disabled="@this.IsPreselectedDataSourcesAutomaticSelectionLocked()"/>
+            <MudTextSwitch Label="@T("AI-based data validation")" Value="@this.aiBasedValidation" LabelOn="@T("Yes, let the AI validate & filter the retrieved data.")" LabelOff="@T("No, use all data retrieved from the data sources.")" ValueChanged="@this.ValidationModeChanged" Disabled="@this.IsPreselectedDataSourcesAutomaticValidationLocked()"/>
+            <MudField Label="@T("Available Data Sources")" Variant="Variant.Outlined" Class="mb-3" Disabled="@(this.aiBasedSourceSelection || this.IsPreselectedDataSourceIdsLocked())">
+                <MudList T="IDataSource" SelectionMode="@this.GetListSelectionMode()" @bind-SelectedValues:get="@this.selectedDataSources" @bind-SelectedValues:set="@(x => this.SelectionChanged(x))" ReadOnly="@this.IsPreselectedDataSourceIdsLocked()">
                    @foreach (var source in this.availableDataSources)
                    {
                        <MudListItem Value="@source">
--- a/Studio/Components/DataSourceSelection.razor.cs
+++ b/Studio/Components/DataSourceSelection.razor.cs
@ -231,6 +231,34 @@ public partial class DataSourceSelection : MSGComponentBase
        await this.OptionsChanged();
    }

+    private bool IsPreselectedDataSourcesDisabledLocked()
+    {
+        return this.SelectionMode is DataSourceSelectionMode.CONFIGURATION_MODE
+               && ManagedConfiguration.TryGet(x => x.Chat, x => x.PreselectedDataSourcesDisabled, out var meta)
+               && meta.IsLocked;
+    }
+
+    private bool IsPreselectedDataSourcesAutomaticSelectionLocked()
+    {
+        return this.SelectionMode is DataSourceSelectionMode.CONFIGURATION_MODE
+               && ManagedConfiguration.TryGet(x => x.Chat, x => x.PreselectedDataSourcesAutomaticSelection, out var meta)
+               && meta.IsLocked;
+    }
+
+    private bool IsPreselectedDataSourcesAutomaticValidationLocked()
+    {
+        return this.SelectionMode is DataSourceSelectionMode.CONFIGURATION_MODE
+               && ManagedConfiguration.TryGet(x => x.Chat, x => x.PreselectedDataSourcesAutomaticValidation, out var meta)
+               && meta.IsLocked;
+    }
+
+    private bool IsPreselectedDataSourceIdsLocked()
+    {
+        return this.SelectionMode is DataSourceSelectionMode.CONFIGURATION_MODE
+               && ManagedConfiguration.TryGet(x => x.Chat, x => x.PreselectedDataSourceIds, out var meta)
+               && meta.IsLocked;
+    }
+
    private async Task OptionsChanged()
    {
        this.internalChange = true;
--- a/Studio/Components/Settings/SettingsPanelAgentDataSourceSelection.razor
+++ b/Studio/Components/Settings/SettingsPanelAgentDataSourceSelection.razor
@ -1,3 +1,4 @@
+@using AIStudio.Settings
@inherits SettingsPanelBase

 <ExpansionPanel HeaderIcon="@Icons.Material.Filled.SelectAll" HeaderText="@T("Agent: Data Source Selection Options")">
@ -5,7 +6,7 @@
        <MudJustifiedText Typo="Typo.body1" Class="mb-3">
            @T("Use Case: this agent is used to select the appropriate data sources for the current prompt.")
        </MudJustifiedText>
-        <ConfigurationOption OptionDescription="@T("Preselect data source selection options?")" LabelOn="@T("Options are preselected")" LabelOff="@T("No options are preselected")" State="@(() => this.SettingsManager.ConfigurationData.AgentDataSourceSelection.PreselectAgentOptions)" StateUpdate="@(updatedState => this.SettingsManager.ConfigurationData.AgentDataSourceSelection.PreselectAgentOptions = updatedState)" OptionHelp="@T("When enabled, you can preselect some agent options. This is might be useful when you prefer an LLM.")"/>
-        <ConfigurationProviderSelection Data="@this.AvailableLLMProvidersFunc()" Disabled="@(() => !this.SettingsManager.ConfigurationData.AgentDataSourceSelection.PreselectAgentOptions)" SelectedValue="@(() => this.SettingsManager.ConfigurationData.AgentDataSourceSelection.PreselectedAgentProvider)" SelectionUpdate="@(selectedValue => this.SettingsManager.ConfigurationData.AgentDataSourceSelection.PreselectedAgentProvider = selectedValue)"/>
+        <ConfigurationOption OptionDescription="@T("Preselect data source selection options?")" LabelOn="@T("Options are preselected")" LabelOff="@T("No options are preselected")" State="@(() => this.SettingsManager.ConfigurationData.AgentDataSourceSelection.PreselectAgentOptions)" StateUpdate="@(updatedState => this.SettingsManager.ConfigurationData.AgentDataSourceSelection.PreselectAgentOptions = updatedState)" OptionHelp="@T("When enabled, you can preselect some agent options. This is might be useful when you prefer an LLM.")" IsLocked="() => ManagedConfiguration.TryGet(x => x.AgentDataSourceSelection, x => x.PreselectAgentOptions, out var meta) && meta.IsLocked"/>
+        <ConfigurationProviderSelection Data="@this.AvailableLLMProvidersFunc()" Disabled="@(() => !this.SettingsManager.ConfigurationData.AgentDataSourceSelection.PreselectAgentOptions)" SelectedValue="@(() => this.SettingsManager.ConfigurationData.AgentDataSourceSelection.PreselectedAgentProvider)" SelectionUpdate="@(selectedValue => this.SettingsManager.ConfigurationData.AgentDataSourceSelection.PreselectedAgentProvider = selectedValue)" IsLocked="() => ManagedConfiguration.TryGet(x => x.AgentDataSourceSelection, x => x.PreselectedAgentProvider, out var meta) && meta.IsLocked"/>
    </MudPaper>
 </ExpansionPanel>
--- a/Studio/Components/Settings/SettingsPanelAgentRetrievalContextValidation.razor
+++ b/Studio/Components/Settings/SettingsPanelAgentRetrievalContextValidation.razor
@ -1,16 +1,17 @@
+@using AIStudio.Settings
@inherits SettingsPanelBase

 <ExpansionPanel HeaderIcon="@Icons.Material.Filled.Assessment" HeaderText="@T("Agent: Retrieval Context Validation Options")">
    <MudJustifiedText Typo="Typo.body1" Class="mb-3">
        @T("Use Case: this agent is used to validate any retrieval context of any retrieval process. Perhaps there are many of these retrieval contexts and you want to validate them all. Therefore, you might want to use a cheap and fast LLM for this job. When using a local or self-hosted LLM, look for a small (e.g. 3B) and fast model.")
    </MudJustifiedText>
-    <ConfigurationOption OptionDescription="@T("Enable the retrieval context validation agent?")" LabelOn="@T("The validation agent is enabled")" LabelOff="@T("No validation is performed")" State="@(() => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.EnableRetrievalContextValidation)" StateUpdate="@(updatedState => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.EnableRetrievalContextValidation = updatedState)" OptionHelp="@T("When enabled, the retrieval context validation agent will check each retrieval context of any retrieval process, whether a context makes sense for the given prompt.")"/>
+    <ConfigurationOption OptionDescription="@T("Enable the retrieval context validation agent?")" LabelOn="@T("The validation agent is enabled")" LabelOff="@T("No validation is performed")" State="@(() => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.EnableRetrievalContextValidation)" StateUpdate="@(updatedState => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.EnableRetrievalContextValidation = updatedState)" OptionHelp="@T("When enabled, the retrieval context validation agent will check each retrieval context of any retrieval process, whether a context makes sense for the given prompt.")" IsLocked="() => ManagedConfiguration.TryGet(x => x.AgentRetrievalContextValidation, x => x.EnableRetrievalContextValidation, out var meta) && meta.IsLocked"/>
    @if (this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.EnableRetrievalContextValidation)
    {
        <MudPaper Class="pa-3 mb-8 border-dashed border rounded-lg">
-            <ConfigurationOption OptionDescription="@T("Preselect retrieval context validation options?")" LabelOn="@T("Options are preselected")" LabelOff="@T("No options are preselected")" State="@(() => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.PreselectAgentOptions)" StateUpdate="@(updatedState => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.PreselectAgentOptions = updatedState)" OptionHelp="@T("When enabled, you can preselect some agent options. This is might be useful when you prefer an LLM.")"/>
-            <ConfigurationSlider T="int" OptionDescription="@T("How many validation agents should work simultaneously?")" Min="1" Max="100" Step="1" Unit="@T("agents")" Value="@(() => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.NumParallelValidations)" ValueUpdate="@(updatedValue => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.NumParallelValidations = updatedValue)" OptionHelp="@T("More active agents also mean that a corresponding number of requests are made simultaneously. Some providers limit the number of requests per minute. When you are unsure, choose a low setting between 1 to 6 agents.")"/>
-            <ConfigurationProviderSelection Data="@this.AvailableLLMProvidersFunc()" Disabled="@(() => !this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.PreselectAgentOptions)" SelectedValue="@(() => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.PreselectedAgentProvider)" SelectionUpdate="@(selectedValue => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.PreselectedAgentProvider = selectedValue)"/>
+            <ConfigurationOption OptionDescription="@T("Preselect retrieval context validation options?")" LabelOn="@T("Options are preselected")" LabelOff="@T("No options are preselected")" State="@(() => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.PreselectAgentOptions)" StateUpdate="@(updatedState => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.PreselectAgentOptions = updatedState)" OptionHelp="@T("When enabled, you can preselect some agent options. This is might be useful when you prefer an LLM.")" IsLocked="() => ManagedConfiguration.TryGet(x => x.AgentRetrievalContextValidation, x => x.PreselectAgentOptions, out var meta) && meta.IsLocked"/>
+            <ConfigurationSlider T="int" OptionDescription="@T("How many validation agents should work simultaneously?")" Min="1" Max="100" Step="1" Unit="@T("agents")" Value="@(() => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.NumParallelValidations)" ValueUpdate="@(updatedValue => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.NumParallelValidations = updatedValue)" OptionHelp="@T("More active agents also mean that a corresponding number of requests are made simultaneously. Some providers limit the number of requests per minute. When you are unsure, choose a low setting between 1 to 6 agents.")" IsLocked="() => ManagedConfiguration.TryGet(x => x.AgentRetrievalContextValidation, x => x.NumParallelValidations, out var meta) && meta.IsLocked"/>
+            <ConfigurationProviderSelection Data="@this.AvailableLLMProvidersFunc()" Disabled="@(() => !this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.PreselectAgentOptions)" SelectedValue="@(() => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.PreselectedAgentProvider)" SelectionUpdate="@(selectedValue => this.SettingsManager.ConfigurationData.AgentRetrievalContextValidation.PreselectedAgentProvider = selectedValue)" IsLocked="() => ManagedConfiguration.TryGet(x => x.AgentRetrievalContextValidation, x => x.PreselectedAgentProvider, out var meta) && meta.IsLocked"/>
        </MudPaper>
    }
 </ExpansionPanel>
--- a/Studio/Dialogs/Settings/SettingsDialogChat.razor
+++ b/Studio/Dialogs/Settings/SettingsDialogChat.razor
@ -25,7 +25,7 @@
        @if (PreviewFeatures.PRE_RAG_2024.IsEnabled(this.SettingsManager))
        {
            <DataSourceSelection SelectionMode="DataSourceSelectionMode.CONFIGURATION_MODE" AutoSaveAppSettings="@true" @bind-DataSourceOptions="@this.SettingsManager.ConfigurationData.Chat.PreselectedDataSourceOptions" ConfigurationHeaderMessage="@T("You can set default data sources and options for new chats. You can change these settings later for each individual chat.")"/>
-            <ConfigurationSelect OptionDescription="@T("Apply default data source option when sending assistant results to chat")" SelectedValue="@(() => this.SettingsManager.ConfigurationData.Chat.SendToChatDataSourceBehavior)" Data="@ConfigurationSelectDataFactory.GetSendToChatDataSourceBehaviorData()" SelectionUpdate="@(selectedValue => this.SettingsManager.ConfigurationData.Chat.SendToChatDataSourceBehavior = selectedValue)" OptionHelp="@T("Do you want to apply the default data source options when sending assistant results to chat?")"/>
+            <ConfigurationSelect OptionDescription="@T("Apply default data source option when sending assistant results to chat")" SelectedValue="@(() => this.SettingsManager.ConfigurationData.Chat.SendToChatDataSourceBehavior)" Data="@ConfigurationSelectDataFactory.GetSendToChatDataSourceBehaviorData()" SelectionUpdate="@(selectedValue => this.SettingsManager.ConfigurationData.Chat.SendToChatDataSourceBehavior = selectedValue)" OptionHelp="@T("Do you want to apply the default data source options when sending assistant results to chat?")" IsLocked="() => ManagedConfiguration.TryGet(x => x.Chat, x => x.SendToChatDataSourceBehavior, out var meta) && meta.IsLocked"/>
        }
    </DialogContent>
    <DialogActions>
--- a/Studio/Plugins/configuration/plugin.lua
+++ b/Studio/Plugins/configuration/plugin.lua
@ -270,12 +270,38 @@ CONFIG["SETTINGS"] = {}
 -- Please note: using an empty string ("") or "00000000-0000-0000-0000-000000000000" means chats will use no chat template.
 -- CONFIG["SETTINGS"]["DataChat.PreselectedChatTemplate"] = "00000000-0000-0000-0000-000000000000"
 --
+--
+-- Configure default data source options for new chats.
+--
+-- Controls whether data sources are off by default:
+-- CONFIG["SETTINGS"]["DataChat.PreselectedDataSourcesDisabled"] = false
+
+-- Controls whether AI Studio asks an agent to choose data sources:
+-- CONFIG["SETTINGS"]["DataChat.PreselectedDataSourcesAutomaticSelection"] = true
+
+-- Controls whether retrieved data is validated by an agent:
+-- CONFIG["SETTINGS"]["DataChat.PreselectedDataSourcesAutomaticValidation"] = true
+
+-- Must contain IDs from CONFIG["DATA_SOURCES"] or user-configured data sources.
+-- CONFIG["SETTINGS"]["DataChat.PreselectedDataSourceIds"] = {
+--     "00000000-0000-0000-0000-000000000000",
+-- }
+--
+-- Configure whether default chat data source options are applied when assistant results are sent to chat.
+-- Allowed values are: NO_DATA_SOURCES, APPLY_STANDARD_CHAT_DATA_SOURCE_OPTIONS
+-- CONFIG["SETTINGS"]["DataChat.SendToChatDataSourceBehavior"] = "APPLY_STANDARD_CHAT_DATA_SOURCE_OPTIONS"
+--
 -- Allow users to change any configured chat default locally.
 -- Allowed values are: true, false
 -- CONFIG["SETTINGS"]["DataChat.PreselectOptions.AllowUserOverride"] = true
 -- CONFIG["SETTINGS"]["DataChat.PreselectedProvider.AllowUserOverride"] = true
 -- CONFIG["SETTINGS"]["DataChat.PreselectedProfile.AllowUserOverride"] = true
 -- CONFIG["SETTINGS"]["DataChat.PreselectedChatTemplate.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataChat.PreselectedDataSourcesDisabled.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataChat.PreselectedDataSourcesAutomaticSelection.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataChat.PreselectedDataSourcesAutomaticValidation.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataChat.PreselectedDataSourceIds.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataChat.SendToChatDataSourceBehavior.AllowUserOverride"] = true

 -- Configure the transcription provider for voice-to-text functionality.
 -- It must be one of the transcription provider IDs defined in CONFIG["TRANSCRIPTION_PROVIDERS"].
@ -386,6 +412,26 @@ CONFIG["SETTINGS"] = {}
 --     "00000000-0000-0000-0000-000000000001",
 -- }

+-- Configure the data source selection agent.
+-- This agent is used when chat data source options enable AI-based data source selection.
+-- The provider must be one of the provider IDs defined in CONFIG["LLM_PROVIDERS"].
+-- CONFIG["SETTINGS"]["DataAgentDataSourceSelection.PreselectAgentOptions"] = true
+-- CONFIG["SETTINGS"]["DataAgentDataSourceSelection.PreselectedAgentProvider"] = "00000000-0000-0000-0000-000000000000"
+-- CONFIG["SETTINGS"]["DataAgentDataSourceSelection.PreselectAgentOptions.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataAgentDataSourceSelection.PreselectedAgentProvider.AllowUserOverride"] = true
+
+-- Configure the retrieval context validation agent.
+-- This agent is used when retrieval context validation is enabled globally and chat data source options enable AI-based validation.
+-- The provider must be one of the provider IDs defined in CONFIG["LLM_PROVIDERS"].
+-- CONFIG["SETTINGS"]["DataAgentRetrievalContextValidation.EnableRetrievalContextValidation"] = true
+-- CONFIG["SETTINGS"]["DataAgentRetrievalContextValidation.PreselectAgentOptions"] = true
+-- CONFIG["SETTINGS"]["DataAgentRetrievalContextValidation.PreselectedAgentProvider"] = "00000000-0000-0000-0000-000000000000"
+-- CONFIG["SETTINGS"]["DataAgentRetrievalContextValidation.NumParallelValidations"] = 3
+-- CONFIG["SETTINGS"]["DataAgentRetrievalContextValidation.EnableRetrievalContextValidation.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataAgentRetrievalContextValidation.PreselectAgentOptions.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataAgentRetrievalContextValidation.PreselectedAgentProvider.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataAgentRetrievalContextValidation.NumParallelValidations.AllowUserOverride"] = true
+
 -- Configure assistant plugin security audits.
 --
 -- Configure whether assistant plugins must be audited before users can activate them.
--- a/Studio/Settings/DataModel/Data.cs
+++ b/Studio/Settings/DataModel/Data.cs
@ -125,9 +125,9 @@ public sealed class Data

    public DataTextContentCleaner TextContentCleaner { get; init; } = new();
    
-    public DataAgentDataSourceSelection AgentDataSourceSelection { get; init; } = new();
+    public DataAgentDataSourceSelection AgentDataSourceSelection { get; init; } = new(x => x.AgentDataSourceSelection);
    
-    public DataAgentRetrievalContextValidation AgentRetrievalContextValidation { get; init; } = new();
+    public DataAgentRetrievalContextValidation AgentRetrievalContextValidation { get; init; } = new(x => x.AgentRetrievalContextValidation);

    public DataAssistantPluginAudit AssistantPluginAudit { get; init; } = new(x => x.AssistantPluginAudit);
    
--- a/Studio/Settings/DataModel/DataAgentDataSourceSelection.cs
+++ b/Studio/Settings/DataModel/DataAgentDataSourceSelection.cs
@ -1,14 +1,23 @@
+using System.Linq.Expressions;
+
 namespace AIStudio.Settings.DataModel;

-public sealed class DataAgentDataSourceSelection
+public sealed class DataAgentDataSourceSelection(Expression<Func<Data, DataAgentDataSourceSelection>>? configSelection = null)
 {
+    /// <summary>
+    /// The default constructor for the JSON deserializer.
+    /// </summary>
+    public DataAgentDataSourceSelection() : this(null)
+    {
+    }
+
    /// <summary>
    /// Preselect any data source selection options?
    /// </summary>
-    public bool PreselectAgentOptions { get; set; }
+    public bool PreselectAgentOptions { get; set; } = ManagedConfiguration.Register(configSelection, n => n.PreselectAgentOptions, false);
    
    /// <summary>
    /// Preselect a data source selection provider?
    /// </summary>
-    public string PreselectedAgentProvider { get; set; } = string.Empty;
+    public string PreselectedAgentProvider { get; set; } = ManagedConfiguration.Register(configSelection, n => n.PreselectedAgentProvider, string.Empty);
 }
--- a/Studio/Settings/DataModel/DataAgentRetrievalContextValidation.cs
+++ b/Studio/Settings/DataModel/DataAgentRetrievalContextValidation.cs
@ -1,24 +1,33 @@
+using System.Linq.Expressions;
+
 namespace AIStudio.Settings.DataModel;

-public sealed class DataAgentRetrievalContextValidation
+public sealed class DataAgentRetrievalContextValidation(Expression<Func<Data, DataAgentRetrievalContextValidation>>? configSelection = null)
 {
+    /// <summary>
+    /// The default constructor for the JSON deserializer.
+    /// </summary>
+    public DataAgentRetrievalContextValidation() : this(null)
+    {
+    }
+
    /// <summary>
    /// Enable the retrieval context validation agent?
    /// </summary>
-    public bool EnableRetrievalContextValidation { get; set; }
+    public bool EnableRetrievalContextValidation { get; set; } = ManagedConfiguration.Register(configSelection, n => n.EnableRetrievalContextValidation, false);
    
    /// <summary>
    /// Preselect any retrieval context validation options?
    /// </summary>
-    public bool PreselectAgentOptions { get; set; }
+    public bool PreselectAgentOptions { get; set; } = ManagedConfiguration.Register(configSelection, n => n.PreselectAgentOptions, false);
    
    /// <summary>
    /// Preselect a retrieval context validation provider?
    /// </summary>
-    public string PreselectedAgentProvider { get; set; } = string.Empty;
+    public string PreselectedAgentProvider { get; set; } = ManagedConfiguration.Register(configSelection, n => n.PreselectedAgentProvider, string.Empty);

    /// <summary>
    /// Configure how many parallel validations to run.
    /// </summary>
-    public int NumParallelValidations { get; set; } = 3;
+    public int NumParallelValidations { get; set; } = ManagedConfiguration.Register(configSelection, n => n.NumParallelValidations, 3);
 }
--- a/Studio/Settings/DataModel/DataChat.cs
+++ b/Studio/Settings/DataModel/DataChat.cs
@ -29,7 +29,7 @@ public sealed class DataChat(Expression<Func<Data, DataChat>>? configSelection =
    /// <summary>
    /// Defines the data source behavior when sending assistant results to a chat.
    /// </summary>
-    public SendToChatDataSourceBehavior SendToChatDataSourceBehavior { get; set; } = SendToChatDataSourceBehavior.NO_DATA_SOURCES;
+    public SendToChatDataSourceBehavior SendToChatDataSourceBehavior { get; set; } = ManagedConfiguration.Register(configSelection, n => n.SendToChatDataSourceBehavior, SendToChatDataSourceBehavior.NO_DATA_SOURCES);

    /// <summary>
    /// Preselect any chat options?
@ -51,10 +51,47 @@ public sealed class DataChat(Expression<Func<Data, DataChat>>? configSelection =
    /// </summary>
    public string PreselectedChatTemplate { get; set; } = ManagedConfiguration.Register(configSelection, n => n.PreselectedChatTemplate, string.Empty);
    
+    /// <summary>
+    /// Whether data sources are disabled by default for new chats.
+    /// </summary>
+    public bool PreselectedDataSourcesDisabled { get; set; } = ManagedConfiguration.Register(configSelection, n => n.PreselectedDataSourcesDisabled, true);
+
+    /// <summary>
+    /// Whether data sources should be selected automatically by default for new chats.
+    /// </summary>
+    public bool PreselectedDataSourcesAutomaticSelection { get; set; } = ManagedConfiguration.Register(configSelection, n => n.PreselectedDataSourcesAutomaticSelection, false);
+
+    /// <summary>
+    /// Whether retrieved data should be validated automatically by default for new chats.
+    /// </summary>
+    public bool PreselectedDataSourcesAutomaticValidation { get; set; } = ManagedConfiguration.Register(configSelection, n => n.PreselectedDataSourcesAutomaticValidation, false);
+
+    /// <summary>
+    /// The data source IDs that should be preselected by default for new chats.
+    /// </summary>
+    public List<string> PreselectedDataSourceIds { get; set; } = ManagedConfiguration.Register(configSelection, n => n.PreselectedDataSourceIds, []);
+
    /// <summary>
    /// Should we preselect data sources options for a created chat?
    /// </summary>
-    public DataSourceOptions PreselectedDataSourceOptions { get; set; } = new();
+    // Compatibility shim: legacy settings used this nested object. See documentation/compatibility-shims/2026-07-chat-data-source-options.md; remove after 2027-01-05.
+    public DataSourceOptions PreselectedDataSourceOptions
+    {
+        get => new()
+        {
+            DisableDataSources = this.PreselectedDataSourcesDisabled,
+            AutomaticDataSourceSelection = this.PreselectedDataSourcesAutomaticSelection,
+            AutomaticValidation = this.PreselectedDataSourcesAutomaticValidation,
+            PreselectedDataSourceIds = [..this.PreselectedDataSourceIds],
+        };
+        set
+        {
+            this.PreselectedDataSourcesDisabled = value.DisableDataSources;
+            this.PreselectedDataSourcesAutomaticSelection = value.AutomaticDataSourceSelection;
+            this.PreselectedDataSourcesAutomaticValidation = value.AutomaticValidation;
+            this.PreselectedDataSourceIds = [..value.PreselectedDataSourceIds];
+        }
+    }

    /// <summary>
    /// Should we show the latest message after loading? When false, we show the first (aka oldest) message.
--- a/Studio/Settings/ManagedConfiguration.Parsing.cs
+++ b/Studio/Settings/ManagedConfiguration.Parsing.cs
@ -435,7 +435,9 @@ public static partial class ManagedConfiguration
        if(dryRun)
            return successful;

-        return HandleParsedValue(configPluginId, dryRun, successful, configMeta, configuredValue);
+        var settingName = SettingName(propertyExpression);
+        var managedMode = ReadManagedConfigurationMode(propertyExpression, settings);
+        return HandleParsedScalarValue(configPluginId, dryRun, successful, configMeta, configuredValue, managedMode, settingName);
    }

    /// <summary>
@ -1026,6 +1028,10 @@ public static partial class ManagedConfiguration
            .Cast<object>()
            .OrderBy(key => key.ToString(), StringComparer.Ordinal)
            .Select(key => $"{key}:{dictionary[key]}")),
+        System.Collections.IEnumerable enumerable => string.Join(";", enumerable
+            .Cast<object>()
+            .Select(item => item.ToString() ?? string.Empty)
+            .Order(StringComparer.Ordinal)),
        IFormattable formattable => formattable.ToString(null, CultureInfo.InvariantCulture),

        _ => value.ToString() ?? string.Empty,
--- a/Studio/Settings/ManagedConfiguration.cs
+++ b/Studio/Settings/ManagedConfiguration.cs
@ -358,17 +358,18 @@ public static partial class ManagedConfiguration
        if (!TryGet(configSelection, propertyExpression, out var configMeta))
            return false;

+        if (configMeta.ManagedMode is ManagedConfigurationMode.EDITABLE_DEFAULT)
+            return CleanupEditableDefaultState(configMeta, SettingName(propertyExpression), availablePlugins.ToList());
+
        if (configMeta.LockedByConfigPluginId == Guid.Empty || !configMeta.IsLocked)
            return false;

        var plugin = availablePlugins.FirstOrDefault(x => x.Id == configMeta.LockedByConfigPluginId);
-        if (plugin is null)
-        {
-            configMeta.ResetLockedConfiguration();
-            return true;
-        }
+        if (plugin is not null)
+            return false;

-        return false;
+        configMeta.ResetLockedConfiguration();
+        return true;
    }

    public static bool IsConfigurationLeftOver<TClass, TValue>(
--- a/Studio/Tools/PluginSystem/PluginConfiguration.cs
+++ b/Studio/Tools/PluginSystem/PluginConfiguration.cs
@ -205,6 +205,16 @@ public sealed class PluginConfiguration(bool isInternal, LuaState state, PluginT
        // Config: data source security settings
        ManagedConfiguration.TryProcessConfiguration(x => x.DataSourceSecurity, x => x.TrustedProviderIds, this.Id, settingsTable, dryRun);

+        // Config: data source selection agent settings
+        ManagedConfiguration.TryProcessConfiguration(x => x.AgentDataSourceSelection, x => x.PreselectAgentOptions, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.AgentDataSourceSelection, x => x.PreselectedAgentProvider, Guid.Empty, this.Id, settingsTable, dryRun);
+
+        // Config: retrieval context validation agent settings
+        ManagedConfiguration.TryProcessConfiguration(x => x.AgentRetrievalContextValidation, x => x.EnableRetrievalContextValidation, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.AgentRetrievalContextValidation, x => x.PreselectAgentOptions, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.AgentRetrievalContextValidation, x => x.PreselectedAgentProvider, Guid.Empty, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.AgentRetrievalContextValidation, x => x.NumParallelValidations, this.Id, settingsTable, dryRun);
+
        // Config: assistant plugin audit settings
        ManagedConfiguration.TryProcessConfiguration(x => x.AssistantPluginAudit, x => x.RequireAuditBeforeActivation, this.Id, settingsTable, dryRun);
        ManagedConfiguration.TryProcessConfiguration(x => x.AssistantPluginAudit, x => x.PreselectedAgentProvider, Guid.Empty, this.Id, settingsTable, dryRun);
@ -250,6 +260,11 @@ public sealed class PluginConfiguration(bool isInternal, LuaState state, PluginT
        ManagedConfiguration.TryProcessConfiguration(x => x.Chat, x => x.PreselectedProvider, Guid.Empty, this.Id, settingsTable, dryRun);
        ManagedConfiguration.TryProcessConfiguration(x => x.Chat, x => x.PreselectedProfile, this.Id, settingsTable, dryRun);
        ManagedConfiguration.TryProcessConfiguration(x => x.Chat, x => x.PreselectedChatTemplate, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.Chat, x => x.PreselectedDataSourcesDisabled, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.Chat, x => x.PreselectedDataSourcesAutomaticSelection, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.Chat, x => x.PreselectedDataSourcesAutomaticValidation, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.Chat, x => x.PreselectedDataSourceIds, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.Chat, x => x.SendToChatDataSourceBehavior, this.Id, settingsTable, dryRun);

        // Config: transcription provider?
        ManagedConfiguration.TryProcessConfiguration(x => x.App, x => x.UseTranscriptionProvider, Guid.Empty, this.Id, settingsTable, dryRun);
--- a/Studio/Tools/PluginSystem/PluginFactory.Loading.cs
+++ b/Studio/Tools/PluginSystem/PluginFactory.Loading.cs
@ -214,6 +214,21 @@ public static partial class PluginFactory

        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.Chat, x => x.PreselectedChatTemplate, AVAILABLE_PLUGINS))
            wasConfigurationChanged = true;
+
+        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.Chat, x => x.PreselectedDataSourcesDisabled, AVAILABLE_PLUGINS))
+            wasConfigurationChanged = true;
+
+        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.Chat, x => x.PreselectedDataSourcesAutomaticSelection, AVAILABLE_PLUGINS))
+            wasConfigurationChanged = true;
+
+        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.Chat, x => x.PreselectedDataSourcesAutomaticValidation, AVAILABLE_PLUGINS))
+            wasConfigurationChanged = true;
+
+        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.Chat, x => x.PreselectedDataSourceIds, AVAILABLE_PLUGINS))
+            wasConfigurationChanged = true;
+
+        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.Chat, x => x.SendToChatDataSourceBehavior, AVAILABLE_PLUGINS))
+            wasConfigurationChanged = true;
        
        // Check for the update interval:
        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.App, x => x.UpdateInterval, AVAILABLE_PLUGINS))
@ -300,6 +315,26 @@ public static partial class PluginFactory
        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.DataSourceSecurity, x => x.TrustedProviderIds, AVAILABLE_PLUGINS))
            wasConfigurationChanged = true;

+        // Check data source selection agent settings:
+        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.AgentDataSourceSelection, x => x.PreselectAgentOptions, AVAILABLE_PLUGINS))
+            wasConfigurationChanged = true;
+
+        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.AgentDataSourceSelection, x => x.PreselectedAgentProvider, AVAILABLE_PLUGINS))
+            wasConfigurationChanged = true;
+
+        // Check retrieval context validation agent settings:
+        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.AgentRetrievalContextValidation, x => x.EnableRetrievalContextValidation, AVAILABLE_PLUGINS))
+            wasConfigurationChanged = true;
+
+        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.AgentRetrievalContextValidation, x => x.PreselectAgentOptions, AVAILABLE_PLUGINS))
+            wasConfigurationChanged = true;
+
+        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.AgentRetrievalContextValidation, x => x.PreselectedAgentProvider, AVAILABLE_PLUGINS))
+            wasConfigurationChanged = true;
+
+        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.AgentRetrievalContextValidation, x => x.NumParallelValidations, AVAILABLE_PLUGINS))
+            wasConfigurationChanged = true;
+
        // Check if audit is required before it can be activated
        if(ManagedConfiguration.IsConfigurationLeftOver(x => x.AssistantPluginAudit, x => x.RequireAuditBeforeActivation, AVAILABLE_PLUGINS))
            wasConfigurationChanged = true;
--- a/Studio/wwwroot/changelog/v26.6.3.md
+++ b/Studio/wwwroot/changelog/v26.6.3.md
@ -1,5 +1,6 @@
 # v26.6.3, build 243 (2026-06-xx xx:xx UTC)
 - Added expert capability overrides for providers, so advanced users and configuration plugins can manually adjust selected model capabilities, including reasoning (thinking) behavior, when automatic detection needs adjustment.
+- Added configuration plugin options for default chat data source behavior and the related data source selection and validation agents.
 - Improved the provider selection by showing small capability icons for supported audio, image, speech, and reasoning features of the selected model.
 - Improved source links in chat answers when file or document names contained spaces, umlauts, or other special characters. Source entries now open much more reliably for documents with names such as PDFs from shared portals or internal knowledge bases.
 - Improved all assistants, so running tasks can continue when you leave the assistant and return later.
--- a/documentation/compatibility-shims/2026-07-chat-data-source-options.md
+++ b/documentation/compatibility-shims/2026-07-chat-data-source-options.md
@ -0,0 +1,26 @@
+# Chat Data Source Options
+
+- Status: Active
+- Introduced: 2026-07-05
+- Remove after: 2027-01-05
+- Code references:
+  - `app/MindWork AI Studio/Settings/DataModel/DataChat.cs`
+
+## User Impact
+
+Older settings files store default chat data source options in the nested `DataChat.PreselectedDataSourceOptions` object.
+
+Without this shim, those defaults would be lost after upgrading to a version that exposes the individual data source default fields to configuration plugins.
+
+## Compatibility Behavior
+
+`DataChat.PreselectedDataSourceOptions` remains available as a compatibility property. Reading it maps the new individual fields into a `DataSourceOptions` object, and setting it copies values from the legacy nested object into the new fields.
+
+This lets older settings files load without a settings version migration and keeps existing UI bindings working while configuration plugins manage the individual fields.
+
+## Removal Checklist
+
+- Confirm supported settings files are expected to contain `PreselectedDataSourcesDisabled`, `PreselectedDataSourcesAutomaticSelection`, `PreselectedDataSourcesAutomaticValidation`, and `PreselectedDataSourceIds`.
+- Remove `DataChat.PreselectedDataSourceOptions`.
+- Update any remaining callers to use the individual fields or a dedicated helper.
+- Update this document's status to `Removed`.