23 Commits

Author SHA1 Message Date
Hyeonsang Cho
30b3a012cb
fix(memory): flush pre-compaction memory off the event loop (#7530)
* fix(memory): flush pre-compaction memory off the event loop

The async compaction path fired the before-summarization hooks inline.
memory_flush_hook hands the summarized messages to add_nowait, which is
sync HTTP for mem0 and Honcho (inherited default -> add) and OpenViking
(its own override), so every automatic compaction with an HTTP memory
backend blocked the Gateway event loop for the whole request.

acompact_state now runs the hooks through asyncio.to_thread, as
MemoryMiddleware.aafter_agent already does for its writes. Ordering,
failure isolation, summary-first timing and context propagation are
unchanged; the sync compact_state path is untouched.

* docs(changelog): reference #7530 for the pre-compaction memory flush fix

* test(memory): anchor the OpenViking pre-compaction flush off the event loop

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-10-26 15:13:00 +08:00
PeaceMaker-best
0ef405a77f
fix(agent): anchor compaction to runtime model profile (#5566)
* fix(agent): use runtime profile for compaction

Signed-off-by: PeaceMaker-best <221849497+PeaceMaker-best@users.noreply.github.com>

* fix(summarization): honor required-thinking profile anchors

Signed-off-by: PeaceMaker-best <221849497+PeaceMaker-best@users.noreply.github.com>

---------

Signed-off-by: PeaceMaker-best <221849497+PeaceMaker-best@users.noreply.github.com>
Co-authored-by: PeaceMaker-best <221849497+PeaceMaker-best@users.noreply.github.com>
Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-30 10:38:19 +08:00
xiaodu55
64e499be98
feat(memory): redact queued memory payloads (pii_redaction follow-up) (#5577)
* feat(memory): redact queued memory payloads (pii_redaction follow-up)

Closes the remaining vector from #3190 (memory storage): request-scoped
redaction leaves originals in thread state, and MemoryMiddleware queued
that raw conversation into the durable extraction buffer — so the
extraction model's input and the persisted facts carried raw PII even
with pii_redaction.enabled.

- MemoryMiddleware gains pii_redaction_config (same pattern as
  summarization / durable-context / title); the payload returned by
  _resolve_add_args() is redacted at the enqueue boundary before
  add()/aadd(), covering both after_agent and aafter_agent
- Reuses the shared redact_text() seam from #5527 via
  active_pii_detectors/_Redactor/_redact_content; the buffered payload
  itself becomes clean, not just the extraction model's view
- Wired at the lead-agent assembly site
- Tests: queue-payload redaction enabled/disabled, detector toggles,
  message immutability, token stability across turns

* fix(memory): reserve existing placeholder indices across the queued batch

Review round 1 on #5577: thread state mixes raw user turns with
already-redacted tool results and summaries, so a token in a later
message must not collide with a new value in an earlier one. Pre-scan
the whole queued batch with redactor.reserve() before allocating.

Also extend the two MemoryMiddleware stubs in
test_lead_agent_model_resolution.py to accept the new
pii_redaction_config kwarg (CI backend-unit-tests red).

* fix(memory): redact the compaction-triggered memory_flush_hook queue too

Review round 2 on #5577: with memory + summarization enabled,
memory_flush_hook() queues list(event.messages_to_summarize) directly
into MemoryManager.add_nowait(), bypassing MemoryMiddleware entirely —
and compaction removes those messages from state right after, so the
after-agent redaction can never repair a raw batch queued there.

Extract the batch redaction (reserve pre-scan + rebuild) into a shared
redact_queued_messages() used by both MemoryMiddleware's enqueue
boundary and the hook; the hook gains an optional pii_redaction_config
wired via functools.partial at the summarization factory (subagents use
skip_memory_flush=True and are unaffected). Regression covers the hook
path enabled/disabled/absent.

* test(summarization): unwrap the partial in the factory hook identity check

edd916e wrapped memory_flush_hook in functools.partial to carry the
pii_redaction config, but missed committing the matching update to
test_factory_attaches_memory_flush_hook_by_default — a functools.partial
is not equal to its wrapped function, so the identity assertion failed
deterministically (caught by static review on #5577).

* fix(memory): cover tool-call arguments and lenient text blocks in queued payloads

Review round 4 on #5577 — two reproduced gaps still allowed raw PII into
memory payloads with pii_redaction.enabled=true:

- OpenViking retains the full message object, so parsed tool_calls args
  and provider-format arguments in additional_kwargs bypassed the
  content-only redaction; queued payloads now redact tool-call args
  recursively (and reserve them in the pre-scan).
- DeerMem's format_conversation_for_update reads p.get("text") of any
  dict block, not only type=="text" — _redact_content now redacts every
  string-valued text field so a lenient consumer cannot bypass it.

Both repro shapes are pinned as regressions.

* fix(pii): value-derived placeholders for stable capture identity

Review round 5 on #5577: sequential allocation is order-dependent — the
same unchanged message re-redacted in a later batch can get a different
token, which flips OpenViking's content-signature and replays already
recorded turns into persistent memory sessions. Placeholders are now a
pure function of the matched value (sha256-6 per category): identities
stay stable across batches, enqueues, seams, and backends with no shared
state and no stored mapping.

- _Redactor becomes stateless; the reserve machinery (index pre-scans,
  _PLACEHOLDER_PATTERN) is removed along with its call sites
- redact_texts keeps its signature, now a simple per-text redaction
- reserve-semantics tests are superseded by cross-enqueue identity tests
  (two successive captures where the second batch carries higher existing
  placeholders); the compiled-graph echo regex matches the new format

* fix(pii): 128-bit placeholder digests; redact tool-argument keys

Review round 6 on #5577:
- [P2] The 24-bit truncation collided distinct identities (reproduced:
  contact3513@ / contact3727@example.com both rendered [EMAIL_575dbb]).
  Retain 128 bits of the digest so separate people stay separate at any
  realistic volume; the compiled-graph echo regex and the AGENTS.md entry
  follow the new format.
- [P2] _redact_strings redacted values but preserved mapping keys, so
  {"contacts": {"alice@example.com": "manager"}} kept the raw email
  as a key. Redact string keys along with values; deterministic 128-bit
  tokens make distinct-key collisions a hash-collision non-event, and a
  redacted key equal to another key merges the entries. Regression pins
  the email-keyed arguments shape.

* docs(agents): trim PiiRedactionMiddleware entry; drop stale reserve wording

The chain grew past the 98304-byte AG002 hard limit again (main growth
plus the round-6 format example). Trim the entry to fit, and replace the
stale reserve-indices wording with the value-derived semantics that
replaced it.

* docs(agents): shrink PiiRedactionMiddleware entry below the chain budget

main moved (#5609) and the base comparison flipped the nearly-over chain
back to an AG002 error (98441 > 98304). Trim the entry to the facts that
are not documented elsewhere: seams, allowlist, order, enqueue boundary.

* fix(pii): letters-only value-derived tokens; wire the factory SDK path

Review round 7 on #5577:
- [P2] Hex digests carry digit runs that later digit-anchored detectors
  re-scan, corrupting minted tokens into nested placeholders (reproduced:
  user280@example.com -> [EMAIL_…[PHONE_…]…], ~1/140 emails). The 128-bit
  digest is now encoded over a-z, so a minted token survives the full
  pinned detector order.
- [P2] create_deerflow_agent (the SDK path) constructed MemoryMiddleware
  and DurableContextMiddleware without pii_redaction_config; the knob is
  now an explicit optional parameter threaded through
  _assemble_from_features (the factory reads no config files by design,
  so SDK callers pass it explicitly).
- [Nit] hoist the Command rebuild comprehension out of the per-message
  loop in _redact_result.
- [Nit] drop the dead _iter_tool_calls helper and Iterator import.

* test(factory): pin pii_redaction_config wiring; document the parameter

Review round 8 on #5577:
- [P3] test_create_deerflow_agent.py had zero coverage of the
  pii_redaction_config parameter; two regressions now assert that
  create_deerflow_agent(pii_redaction_config=cfg) builds a
  MemoryMiddleware and a DurableContextMiddleware carrying cfg, and that
  the default is None (redaction off).
- [Nit] document the parameter in the create_deerflow_agent docstring:
  None leaves redaction off; a middleware= takeover bypasses the
  assembly that would apply it.

* fix(pii): HMAC-scoped placeholder tokens; install model-bound redaction in the SDK chain

Review round 10 on #5577:
- [P2] sha256(category||value) is an unkeyed, globally deterministic
  fingerprint: a provider or memory backend can confirm candidate values
  offline and link identical values across users and threads, contradicting
  the documented no-re-identification guarantee. Placeholders are now
  HMAC-derived over a deployment-scoped token_secret (new config field);
  the docstring documents the linkability scope for both modes.
- [P2] _assemble_from_features() never appended PiiRedactionMiddleware, so
  the SDK knob enabled only the downstream seams while the primary model
  still received raw content. The middleware is now appended in the same
  relative position as the lead-agent base chain when the gate is on,
  with a model-call regression through the assembled SDK chain.

* docs(pii): document token_secret; update the placeholder format examples

Follow-up to the round-10 review on #5577:
- config.example.yaml documents the new token_secret knob: a
  deployment-scoped secret makes placeholders HMAC-derived and only
  linkable within one deployment; leaving it unset keeps publicly
  computable fingerprints (documented trade).
- the PiiRedactionConfig class docstring's placeholder example now
  matches the shipped format (128-bit HMAC digests over base-26
  letters).

* docs(pii): update the module docstring's placeholder format example

The module docstring still showed the sequential [EMAIL_1] example;
align it with the shipped value-derived format (128-bit HMAC digests
over base-26 letters).

* fix(pii): require a non-empty token_secret when redaction is enabled

Review round 11 on #5577: with the secret optional, the default enabled
configuration minted empty-key HMAC digests — publicly computable, globally
linkable fingerprints of the raw values, confirmable by offline guessing for
low-entropy identifiers such as phone numbers.

- PiiRedactionConfig now rejects enabled=true without a non-empty
  token_secret (minimum 16 characters); the unkeyed mode is gone entirely.
- The request-scoped redactor in _process_request now carries the configured
  key: it built its redactor without it, so user-message placeholders
  silently diverged from every other seam for the same value. The empty-key
  guard in _placeholder_token is the backstop that keeps every path keyed.
- Module/config docstrings and config.example.yaml no longer describe the
  placeholders as irreversible or the secret as optional; the stale
  reserve-semantics wording and the "memory path not covered" note are
  corrected.
- Regressions: validation errors for missing/blank/short secrets, and the
  user-message boundary minting the same keyed token as redact_text.

* fix(memory): redact original_user_content on queued memory payloads

Review round 12 on #5577: UploadsMiddleware preserves the raw user turn in
additional_kwargs.original_user_content, but redact_queued_messages rewrote
only content, tool_calls, and provider-format tool_calls — the queued copy
still carried the raw value, so the memory queue and backend received raw PII
with redaction enabled.

The shared helper now redacts the provenance string field on the queued copy
(same batch redactor, merged with the existing additional_kwargs rewrite,
rebuilt via model_copy — thread-state messages stay untouched), covering both
the enqueue boundary and the compaction flush hook. Regressions pin the
redacted provenance field through both paths and the untouched original.

* fix(memory): redact human_input_response on queued memory payloads

Review round 13 on #5577: clarification replies keep the raw user answer in
additional_kwargs.human_input_response.value (DeerMem reads that mapping via
its read_human_input_response mirror), but redact_queued_messages rewrote
only content, tool_calls, and original_user_content — the queued copy still
carried the raw value into the memory queue and backend.

The shared helper now rebuilds that mapping with value redacted (same batch
redactor) while preserving the protocol fields (version/kind/source/
request_id/option_id/response_kind), merged with the existing
additional_kwargs rewrite and rebuilt via model_copy so thread-state
messages stay untouched. Regressions pin the redacted value, preserved
protocol fields, the untouched original, and the flush-hook path.

* chore(config): bump config_version to 47; generate token_secret on upgrade

Review round 13 on #5577: existing deployments can legitimately sit at
config_version 46 with pii_redaction.enabled: true and no token_secret; the
mandatory-secret validator would fail their startup while config.example.yaml
still said 46, so the upgrade checker considered them current and emitted no
migration warning.

- Bump config_version to 47 so the outdated-config warning fires for v46.
- Add a v47 migration to scripts/config-upgrade.sh: when pii_redaction is
  enabled and token_secret is missing/blank, generate a random deployment-
  scoped secret (secrets.token_urlsafe) and persist it, so the upgraded
  deployment starts under the mandatory validation.
- Regressions: a v46 enabled config is flagged outdated against the real
  example; the upgrade run generates a >= 16-char secret and the result
  passes AppConfig validation; a disabled config gets no secret.
- Also switch the two v41 script tests from a hardcoded "bash" to
  SCRIPT_BASH/skipif, matching the documented Windows constraint and the
  neighboring tests (hardcoded bash resolves to the WSL stub there).

* chore(helm): sync chart config_version to 47

Review round 14 on #5577: check_config_version.sh fails whenever the chart's
embedded config_version lags config.example.yaml, and the chart workflow is
triggered by config.example.yaml — so the v47 bump left this head failing
that check. Update the values.yaml config block and the README example to
47; scripts/check_config_version.sh now passes.

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-25 20:05:36 +08:00
alanhuangyoo
740dbc4b39
fix(subagents): keep the subagent system prompt through context compaction (#5454)
* fix(subagents): keep the subagent system prompt through context compaction

A subagent carries its whole system prompt (role, report contract, skills,
deferred tools) as the leading SystemMessage in state, because its agent is
built with system_prompt=None. Summarization only rescued tagged reminders and
the latest user message, so the first compaction summarized the prompt away
and every later model call in that subagent ran without its instructions.

Rescue system messages as well. The lead agent's prompt is not in state, and
its in-state SystemMessages are the tagged reminders already rescued, so the
lead chain is unchanged.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(compaction): clarify preservation contract and trim agent guidance

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-15 22:10:39 +08:00
Beautyl0ve
80f13935c2
feat(agents): allow custom agents to disable memory (#5167)
* feat(agents): allow custom agents to disable memory

Signed-off-by: Beautyl0ve <74452755+Beautyl0ve@users.noreply.github.com>

* fix(agents): honor memory opt-out during compaction

Signed-off-by: Beautyl0ve <74452755+Beautyl0ve@users.noreply.github.com>

* fix(runtime): preserve agent binding across state rewrites

* fix(client): apply named-agent memory policy

* fix(agents): address memory policy review feedback

Signed-off-by: Beautyl0ve <74452755+Beautyl0ve@users.noreply.github.com>

* fix(agents): address remaining memory opt-out reviews

Signed-off-by: Beautyl0ve <74452755+Beautyl0ve@users.noreply.github.com>

---------

Signed-off-by: Beautyl0ve <74452755+Beautyl0ve@users.noreply.github.com>
Co-authored-by: PeaceMaker-best <221849497+PeaceMaker-best@users.noreply.github.com>
Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-14 18:17:54 +08:00
alanhuangyoo
f5cf25a8b6
fix(summarization): keep a Human Input Card reply as the current request (#5416)
Summarization rescues the latest user message by id so the current
request survives compaction (#4882). It picked that message with
is_real_user_message, which rejects every hide_from_ui HumanMessage,
including Human Input Card replies. When a run starts from a card
reply, the older visible request was kept and the user's answer was
summarized away.

Use is_genuine_user_message, which accepts hidden messages that carry a
valid human_input_response and still skips other hidden injections.

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-14 10:45:31 +08:00
Sami Belhareth
f8f6cde23f
fix: preserve assistant/tool history in compaction summaries (#5248)
* fix: preserve bounded assistant and tool input during compaction

* fix: retain recent fallback summary input and clarify budget

* fix: preserve recent content in mixed-history summary fallback

* docs: trim middleware guidance to pass size check

---------

Co-authored-by: Sami Belhareth <6599699+belharethsami@users.noreply.github.com>
Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-08 16:00:45 +08:00
Tu Naichao
ae82f426bf
fix(summarization): stop fraction triggers from crashing the agent build (#4901)
* fix(summarization): resolve fraction triggers from declared context_window, degrade instead of crashing the agent build

A fraction trigger/keep clause requires profile["max_input_tokens"], which any
third-party OpenAI-compatible model lacks, so SummarizationMiddleware
construction raised ValueError out of create_summarization_middleware and failed
the whole agent build (#3103).

- factory: translate a declared model context_window into the langchain
  profile (metadata-only, never reaches the provider payload); explicit
  caller/override profiles win
- summarization factory: drop unusable fraction trigger clauses (absolute
  clauses survive), fall a fraction keep back to the messages default, and
  disable compaction with an actionable warning only when no usable trigger
  clause remains — the agent build never dies from summarization config
- docs: config.example.yaml, ModelConfig.context_window, summarization.md

* refactor(summarization): share the default keep constant with the fraction fallback

The fraction-keep degradation fallback hardcoded ("messages", 20),
duplicating SummarizationConfig.keep's default_factory literal. Move the
value to a shared DEFAULT_KEEP constant so the two cannot drift apart.

* fix(summarization): keep trigger-null + fraction-keep constructing after degradation

A trigger of None with a fraction keep hit the all-clauses-dropped branch
(has_usable_trigger=False) and disabled compaction, and the accompanying
warning claimed configured triggers were all fraction-based when none were
configured. Only report nothing-usable when trigger clauses actually
existed; trigger:null keeps constructing the never-firing middleware with
the degraded keep, matching its behavior outside the degradation path.

* fix(summarization): address review — keep manual compaction, validate ContextSize, pin wiring

Review follow-ups on #4901:

- When every configured trigger is a dropped fraction clause, keep
  constructing the never-firing middleware (trigger=None) instead of
  returning None: manual /compact runs with force=True and never consults
  trigger clauses, so it must keep working for a profile-less model
  rather than reporting 'compaction is disabled'. The warning now says
  auto-compaction will not fire while manual compaction remains.
- ContextSize gains a config-load validator: fraction values must be in
  (0,1] (a percent-style 80 instead of 0.8 previously produced a threshold
  the context could never reach — a silently inert trigger), absolute
  values must be positive.
- New un-monkeypatched integration test pins the shipped wiring
  (context_window declared -> real factory attaches profile -> fraction
  clause survives -> middleware constructs), which the stubbed
  middleware-side tests and kwarg-capturing factory-side tests each
  stopped short of.
- Docs (summarization.md + config.example.yaml) clarify that the fraction
  resolves against the summary/anchor model's context_window
  (summarization.model_name when set, else the run model), including the
  mismatch caveat for a larger-window summary model.

* fix(summarization): reject non-finite ContextSize values at config load

YAML .nan / .inf pass pydantic's float parsing, and nan <= 0 is False,
so the positivity check alone let them through as dead thresholds
(count >= nan is always False) — the same silent-inert-trigger class the
range validator was added to close. Guard with math.isfinite first,
consistent with the existing non-finite guards on mem0 timeout_seconds
and poll_after_seconds.

* fix(summarization): merge context_window into inferred profile, require whole message counts

- construct the model first, then merge max_input_tokens into the
  provider-inferred langchain profile: passing profile= to the
  constructor replaced the whole inferred metadata (tool_calling,
  structured_output, io capabilities, output limits) with the single
  key. An explicitly configured profile is still never clobbered.
- reject non-integral ContextSize values for type=messages at config
  load: langchain slices the message list with them, so a float index
  raised TypeError mid-compaction.

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-03 17:05:09 +08:00
yong
0a3c04ebcc
fix(middleware): Fix the issue where summarization compressed away the user message of the current request (#4882)
多轮对话中,summarization 会压缩掉当前请求的用户消息,同时让上一次
请求的 ID-swap peer 残留在活跃上下文,导致模型答旧请求。改为只救援
带标记的 reminder 与最新真实用户消息,让陈旧的历史请求正常压缩。
2026-08-22 16:47:11 +08:00
Aari
37c343fe30
fix(summarization): summarize with the run model, fall back on summary-provider failure (#4361)
* fix(summarization): own the run model for compaction; bound failure

With summarization.model_name: null the summary model resolved to
config.models[0] while the executing model is selected per run; when they
differ and models[0]'s provider is broken (expired key, quota, outage)
compaction silently failed every triggered turn and context grew unbounded
until the main provider 400s the run (#3103's shape), even though the run's
own model was healthy.

Model ownership is now sourced from the builders, not re-derived at runtime:
- The lead, subagent, and manual /compact builders each pass the resolved run
  model into create_summarization_middleware(run_model_name=...). The middleware
  no longer reads runtime.context / get_config(), which do not carry a custom
  agent's or a subagent's resolved model, so a custom-agent lead run and a
  distinct-model subagent now summarize with their own model, not models[0] /
  the parent's. Runtime re-resolution and the per-name model cache are removed.
- model_name: null summarizes with the run's own model; an explicitly configured
  summary model generates and falls back to the run model on failure. The
  fallback is built lazily after the primary fails and its construction is
  guarded, so a broken fallback cannot skip a healthy primary or escape the
  automatic failure boundary.

Failure is bounded and side-effect-safe:
- An empty or whitespace-only response is treated as a generation failure, not a
  valid summary, so compaction never removes all history for an empty replacement.
- compact_state/acompact_state take raise_on_failure independent of force: the
  manual /compact path always surfaces a generation failure (even force=false)
  and routes it to the existing ContextCompactionFailed path (HTTP 500 ->
  frontend error toast) instead of an unconsumed response reason. The automatic
  path leaves compaction state unchanged.
- before_summarization hooks fire only after a replacement summary exists.

SummarizationConfig.model_name, config.example.yaml, and docs/summarization.md
document the final lead/subagent/manual ownership rules.

Part of RFC #4346 (section A). Evaluating fraction/triggers against the run
model's profile (profile ownership) is a separate follow-up.

* fix(summarization): manual /compact model ownership + fail-open construct/parse

Manual /compact carried only agent_name, so it derived the run model from the
custom-agent model or config.models[0] and missed the request-selected model the
run path uses (request -> custom-agent -> default). Carry model_name through
ThreadCompactRequest and the frontend compact call, resolve with the same
precedence, and move the custom-agent config read off the event loop (asyncio
.to_thread) with user_id so the strict blocking-IO gate is not bypassed by the
broad except.

Make one summary attempt own its full lifecycle so the fail-open boundary covers
construction and response parsing, not just invocation: build each candidate model
lazily and guarded (a raising constructor falls through to the healthy run model
instead of breaking agent construction), build the model_name:null primary from the
run model rather than config.models[0], and run response text extraction inside the
invocation try so a failing .text accessor falls back instead of escaping compaction.
Adds factory-level constructor-failure, response-extraction-failure (sync/async), and
route-path model-ownership tests.
2026-07-26 07:39:39 +08:00
qin-chenghan
ad45f59d66
feat(memory): pluggable memory abstraction with self-contained DeerMem backend (#4122)
* feat(memory): pluggable + self-contained memory system (MemoryManager plan phases 1 & 2)

Phase 1 — Pluggable (steps 0-10):
- ABC MemoryManager (9 methods) + singleton factory + drop-in backend discovery
- DeerMem default backend with core/ (storage/queue/updater/prompt/message_processing)
- NoopMemoryManager backend (proves pluggability)
- All call sites (middleware/hook/prompt/gateway/client/app) routed through manager
- hasattr capability probing for DeerMem-internal methods (no hard imports)
- MemoryConfig gains manager_class field; shared vs DeerMem-private annotated

Phase 2 — Self-contained DeerMem (steps 11-18):
- backend_config passthrough + DeerMemConfig (all DeerMem-private fields moved off MemoryConfig)
- DI: DeerMem owns storage/queue/updater/llm as instance attributes (no global singletons)
- Storage independence: core/paths.py with own root (~/.deermem or ),
  factory auto-injects deer-flow's runtime_home() as absolute base_dir (zero-config)
- LLM independence: core/llm.py via langchain init_chat_model (no create_chat_model)
- Trace independence: optional tracing_callback replaces inject_langfuse_metadata/request_trace_context
- Message processing independence: hide_from_ui default-skip + optional should_keep_hidden_message hook
- Internal imports → relative (only deer_mem.py ABC import is host-relative)
- Carrier (deer_mem.py adapter) / portable (deermem/ config+core) split
- New tests: test_deermem_self_contained + test_memory_manager_pluggable; all memory tests migrated
- Other-agent demo: samples/other_agent_demo/ + automated portability test
- config.example.yaml memory section updated to phase-2 schema

* feat(memory): port consolidation + staleness fix into self-contained DeerMem; phase-2 host hooks

Port upstream #3996 (memory consolidation) and #3993 (staleness KeyError fix)
from origin/MemoryManager into the pluggable, self-contained DeerMem structure
(backends/deermem/deermem/), adapted to the DI MemoryUpdater (config injected,
not get_memory_config globals):

- DeerMemConfig: add consolidation_enabled (opt-in, default false) /
  consolidation_min_facts / consolidation_max_groups_per_cycle /
  consolidation_max_sources
- prompt.py: factsToConsolidate JSON field + {consolidation_section} placeholder
  + CONSOLIDATION_PROMPT constant
- updater.py: _coerce_source_confidence / _select_consolidation_candidates /
  _build_consolidation_section module helpers (matching the existing
  _select_stale_candidates style); consolidation normalization in
  _normalize_memory_update_data; consolidation apply in _apply_updates (after
  max_facts trim, with apply-time guardrails mirroring staleness); staleness
  KeyError fix (f["id"] -> f.get("id") is not None) applied to both the
  staleness guardrail and the consolidation allowed_source_ids comprehension
- config.example.yaml: consolidation section under memory.backend_config
- tests/test_memory_consolidation.py: 40 DI-adapted tests (running, not skipped)
  incl. the staleness KeyError regression

Also includes in-flight phase-2 host-integration work: storage_path semantics
(any absolute/relative value = root dir) and host-default tracing_callback /
should_keep_hidden_message hooks injected into backend_config by the factory.

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

* feat(memory): add noop backend template and backends guide

- backends/noop/: complete drop-in template (config.py with zero deer-flow
  imports, noop_manager.py with a 6-step new-backend walkthrough in its
  docstring, commented optional fact-CRUD capabilities).
- backends/README.md: which files to touch when adding/swapping a backend,
  the 5-item backend contract, and common pitfalls.
- manager.py: generalize backend examples in comments (drop mem0-specific
  references).

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

* fix(frontend): guard formatTimeAgo against invalid timestamps

Return a neutral placeholder when the input date is invalid (e.g. an empty lastUpdated from a backend with no memories) instead of throwing 'Invalid time value' from date-fns.

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

* feat(memory): wire tool-driven memory mode through the MemoryManager ABC

tools.py (memory_search/add/update/delete) now calls get_memory_manager()
instead of the removed host memory module, so tool mode (memory.mode: tool)
works for any backend. DeerMem.search is implemented (case-insensitive
substring match, ranked by confidence) as a stand-in for the planned
semantic retrieval; noop.search returns [] (unchanged). Fact-CRUD tools
use getattr+callable probing -- backends lacking those ops (noop) get a
clear JSON error instead of crashing.

Tests: test_memory_tools rewired to mock the manager (handler tests) +
TestModeGating retained; test_memory_search now covers DeerMem.search;
pluggable stubs test updated (search no longer a stub).

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

* fix: resolve lint errors (import sorting, type annotation quotes, E402 in skipped tests)

* docs: restore explanatory comments in config.example.yaml memory section

* fix(security): port html-escape memory facts fix (#4097) to vendored DeerMem prompt.py

* fix(memory): address review + port dropped upstream memory fixes

Review blockers (vendored DeerMem):
- #4044 restore _escape_memory_for_prompt (current_memory blob in
  MEMORY_UPDATE_PROMPT) - prevents </current_memory> breakout
- #4028 html.escape staleness-section cat/content in _build_staleness_section
- #4119 add _escape_summary for injection-path summaries (Work/Personal/
  Current Focus/Recent/Earlier/Background)
- default-model silent no-op: factory injects host default chat model via a
  new host_llm slot (create_chat_model(name=None)); DeerMem prefers host_llm
  over build_llm(model). Zero-config extraction works out of the box again
- MemoryConfigResponse: fix stale docstring (backend-agnostic shape; DeerMem
  knobs live under backend_config, not top-level - restoring flat would
  re-couple the API to DeerMem). Frontend audited: does not read /memory/config
- _host_default_tracing_callback: restore langfuse assistant_id/environment
- search: push category onto the ABC signature; DeerMem filters BEFORE the
  top_k slice (was filtered client-side after slicing -> starved results)
- _do_update_memory_sync: split into wrapper+impl; bind trace_id into the
  request-trace ContextVar on the Timer/executor worker via a new
  trace_context_manager host hook (None trace_id left unbound - no fabrication)
- client.py fact-CRUD now passes user_id (was writing to the global bucket
  while get_memory reads per-user)
- _resolve_manager_class: fail-fast (raise ValueError) on an unresolved
  explicit manager_class instead of silently falling back to DeerMem (memory is
  persistent state - a wrong store is a silent data-integrity footgun)

Upstream memory fixes dropped by the host->vendored rename conflict, re-ported
to backends/deermem/deermem/core/ (+ deer_mem.py):
- #4073 queue busy-timer-spin -> _reprocess_pending flag (core/queue.py)
- #4074 null source.confidence in staleness -> _coerce_source_confidence
  (core/updater.py: _build_staleness_section + _apply_updates stale sort)
- #4075 factsToRemove is optional (drop from _REQUIRED_MEMORY_UPDATE_TOP_LEVEL_KEYS)
- #4076 null confidence in search ranking -> _coerce_source_confidence
  (deer_mem.py DeerMem.search)

host_llm + trace_context_manager are host-injected via backend_config (factory
in manager.py), keeping backends/deermem/ at exactly one `from deerflow` line
(the ABC contract) - portability test preserved.

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

* fix: resolve lint errors (F541 f-string without placeholders, E501 line too long)

* fix(memory): restore hide_from_ui clarification preservation, expose mode

Two memory-system fixes (F541/E501 lint was already fixed on this branch):

- filter_messages_for_memory: restore default preservation of well-formed
  human_input_response clarification answers (v2 regression). The
  self-containment refactor made the bare function skip ALL hide_from_ui when
  no hook was passed, but upstream preserves well-formed clarification
  responses by default (test_hide_from_ui_human_input_response_is_preserved).
  Inline a host-agnostic _is_human_clarification_response mirror of
  read_human_input_response as the default keep-decision; the host-injected
  should_keep_hidden_message hook still overrides (production path unchanged).
  Portable package stays zero `from deerflow`.

- /memory/config: expose `mode` (middleware|tool) in MemoryConfigResponse +
  the config/status endpoints + client.get_memory_config. mode is a host-
  shared, behavior-determining field missing from the response projection.
  Sync tests (mock .mode; e2e assert mode present).

- Align manager_class field docstring with fail-fast behavior.

Tests: filter/self-contained/portability (35) + memory-config (4) pass;
ruff clean.

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

* fix(memory): resolve ruff format failures in memory module + tests

`make lint` runs `ruff format --check` in addition to `ruff check`; 8 memory
files had pending format changes -- 7 pre-existing (deer_mem, updater, tools,
test_memory_queue/router/search/tools) + message_processing from the
hide_from_ui fix. Apply `ruff format`: whitespace/wrapping only, no logic
change. 109 memory tests pass; ruff check + format --check both clean.

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

* fix(memory): address PR review - legacy field migration, fact_id contract, path/docs

Address willem-bd's review on PR head bc8bf0d4 (risk:high, persistent state):

- config: auto-migrate pre-abstraction top-level memory.* DeerMem fields
  (storage_path, max_facts, debounce_seconds, model_name, token_counting,
  staleness_*, consolidation_*) into backend_config on load + warn, so an
  upgrade does NOT silently revert customized settings (was: silent
  extra='ignore' drop). model_name -> backend_config.model.model. Unknown
  top-level keys warned.
- factory: resolve a relative backend_config.storage_path against runtime_home()
  (base_dir-relative, CWD-independent) to preserve pre-abstraction semantics;
  paths.py stays portable (no runtime_home import).
- tools: memory_add uses the fact_id returned directly by create_fact instead of
  re-deriving it via content-key matching (coupled the tool to the backend's
  content normalization; could misreport a storage cap). create_fact now returns
  (memory_data, fact_id); gateway/client/tool updated. Fix terse
  {"error":"content"} -> {"error":"empty content"}.
- app.py: update stale token_counting=="char" warm-up comment to point at
  manager.warm (DeerMem.warm re-checks char and returns early).
- router: comment explaining reload_memory silent fallback vs fact 501 asymmetry
  (read-only degrade vs write fail-loud).
- CHANGELOG: document breaking changes (/memory/config + client.get_memory_config
  shape flat->backend_config; custom storage_class path moved + __init__ must
  accept config) and the legacy-field auto-migration.
- tests: add regression test pinning the per-user memory path
  ({storage_path}/users/{safe_user_id}/memory.json == host make_safe_user_id)
  across the abstraction; update create_fact mocks for (memory_data, fact_id).

Tests: 273 passed (memory suite); ruff check + format clean.

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

* fix(memory): address PR review - storage_path, max_facts, tracing, parsing

Six review findings (willem-bd), each verified against upstream:

- storage_path semantics (file -> root dir): migration drops file-style
  (.json) legacy values with a warning; factory raises if storage_path
  resolves to an existing file (avoid silent NotADirectoryError write
  failure). CHANGELOG + config.example.yaml comment updated.
- create_memory_fact enforces max_facts again (via _trim_facts_to_max) and
  returns (memory, None) when the cap evicts the new fact; memory_add tool
  reports "not stored", client raises ValueError, POST /memory/facts -> 409.
- max_facts trim uses _coerce_source_confidence (was raw f.get("confidence",
  0) -> TypeError on non-float imported/legacy confidence, swallowed as
  silent update failure).
- memory-tracing assistant_id restored to "memory_agent" (was "lead-agent"
  copy-paste; matches upstream + DeerMem run_name).
- _is_human_clarification_response cross-checked against
  read_human_input_response (drift guard test).
- empty-string legacy values skipped silently in migration (narrow fix, not
  broad "if not value" which would skip explicit bool False).

8 new regression tests. make lint + 406 memory tests pass.

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

* fix(memory): address internal review - storage fail-fast, build_llm degrade, config warn, noop template

Addresses 4 findings from the PR #4122 internal supplemental review
(parallel to willem-bd's review, no overlap):

- create_storage fail-fast: a misspelled/unimportable storage_class now
  raises ValueError instead of silently falling back to FileMemoryStorage.
  Memory is persistent state, so a wrong store is a data-integrity footgun;
  mirrors the existing manager_class resolution policy. (storage.py)

- noop template create_fact signature: the commented template used
  keyword-only `content` and returned a bare dict, while DeerMem's actual
  create_fact takes positional `content` and returns tuple[dict, str|None]
  (the memory_add tool passes content positionally; gateway/client/tools all
  tuple-unpack). A backend copied from the template would 500 on fact-CRUD.
  Template fixed; delete_fact/update_fact templates left (callers compatible).
  (noop_manager.py)

- build_llm graceful degrade: wrap init_chat_model in try/except, degrade to
  None + WARNING on failure (mirroring _host_default_llm) so a misconfigured
  explicit model does not crash app startup -- non-LLM memory ops still work
  and an update raises at runtime with the error logged. (llm.py)

- from_backend_config unknown-key warning: log a WARNING for unknown
  backend_config keys (mirrors the host layer's load_memory_config_from_dict)
  so a typo like `storage_pat` does not silently fall back to the default and
  write memory to an unintended location. (config.py)

Tests: rewrote 3 create_storage fallback tests to expect ValueError; added 4
tests (build_llm zero-config/degrade, from_backend_config warn/silent).
make lint green; full memory suite passes.

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

---------

Co-authored-by: lllyfff <2281215061@qq.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: lllyfff <122260771+lllyfff@users.noreply.github.com>
2026-07-15 11:21:04 +08:00
Aari
c57cf221d3
fix(security): html-escape the summary input blocks in the summarization prompt (#4182) 2026-07-14 21:51:47 +08:00
hataa
266883b3dd
fix(subagents): inherit summarization middleware and harden step capture (#3875 Phase 3) (#4009)
Phase 3 of #3875 — subagents previously inherited none of the lead's
context-compaction, so a deep-research subagent (max_turns up to 150)
could accumulate >1M cumulative input before max_turns/timeout/token_budget
engaged, even after Phase 2's budget capped the pathological tail.

- Gate the subagent runtime chain on the SAME ``app_config.summarization.enabled``
  switch the lead reads (per maintainer guidance in #3875), via the shared
  ``create_summarization_middleware`` factory. One config covers both chains;
  no separate ``subagents.summarization`` field. No-op when summarization is
  off (factory returns None).
- ``skip_memory_flush=True`` on the subagent path: the factory otherwise
  attaches ``memory_flush_hook`` (when memory.enabled), which flushes
  pre-compaction messages into durable memory keyed by thread_id. Subagents
  share the parent's thread_id, so without skipping the hook a subagent's
  internal turns would pollute the PARENT thread's durable memory
  (#3875 Phase 3 review point).
- Harden ``capture_new_step_messages`` to tolerate history contraction:
  summarization rewrites the messages channel via
  ``RemoveMessage(id=REMOVE_ALL_MESSAGES)``, shrinking len(messages) below
  the step-capture cursor. Without a reset, every step appended after the
  compaction point was dropped until length overtook the stale cursor (#3845
  interaction, maintainer validation point (a)). Cursor now resets to the
  new tail; id/content dedup prevents re-emitting pre-compaction steps.
- Couple the DEFAULT token-budget ceiling to ``summarization.enabled``
  (#3875 Phase 3 review point): 1M when compaction is on, 2M when off
  (preserves Phase 2's deliberate headroom for summarization-off
  deep-research runs that can exceed 1M). A user-set budget (global or
  per-agent) always wins regardless of the switch. Flagged tunable.

The summarization middleware does not implement ``consume_stop_reason``, so
the Phase 2 guard-cap stop-reason channel is unaffected.

Refs: https://github.com/bytedance/deer-flow/issues/3875
2026-07-10 11:17:35 +08:00
AochenShen99
442248dd06
feat: preserve durable context across summarization (#3887)
* feat: preserve durable context across summarization

* fix: harden durable context review gaps

* style: format delegation ledger live test

* chore: remove stale delegation ledger prefix

* fix: address durable context review feedback
2026-07-01 22:49:17 +08:00
Zhipeng Zheng
f656440245
fix(middleware): prevent ID-swap recursive injection and orphan peer compression (#3746)
- Add endswith('__user') guard in _is_user_injection_target to prevent
  unbounded suffix growth (id__user__user__user...) when a prior ID-swap
  peer is mistakenly treated as a new injection target
- Add peer rescue in _preserve_dynamic_context_reminders to keep
  ID-swap __user and __memory messages out of summary compression,
  preventing orphaned SystemMessage reminders and lost user context
- Add 6 regression tests covering both failure modes
2026-06-24 17:55:26 +08:00
Nan Gao
2f9ceacb98
fix(agents): skip dateless reminders in dynamic-context date scan (#3685)
* fix(agents): skip dateless reminders in dynamic-context date scan

_last_injected_date returned at the first message flagged
dynamic_context_reminder regardless of whether it carried a
<current_date>. Since #3630 split injected context into a date
SystemMessage plus a separate dateless <memory> HumanMessage, the
reverse scan hit the memory message first and returned None, making a
later turn look like the first turn. The middleware then re-injected,
re-targeted the previous turn's __user message via the ID swap, and left
the stale message as the latest human turn -- so the model re-answered
the previous message and the persisted message stream got scrambled.

Skip flagged reminders without a <current_date> so the scan reaches the
real date SystemMessage. Add a regression test for the 2nd-turn +
memory-enabled scenario.

Fixes #3684

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(agents): make injected reminder date authoritative via metadata

Promote the dynamic-context date out of message content into
additional_kwargs["reminder_date"] on the date SystemMessage.
_last_injected_date reads that key instead of regex-parsing content, with a
SystemMessage-scoped content fallback for checkpoints written before the key
existed.

This removes two structural fragilities raised in review of #3685:
- the boolean dynamic_context_reminder flag no longer has to also mean
  "carries a date" -- dateless reminders simply lack reminder_date and are
  skipped, so a future reminder type cannot reproduce the shadowing bug.
- the date regex no longer runs on the user-influenceable memory HumanMessage,
  so a memory fact containing a literal <current_date> cannot spoof the
  injected date (false same-day skip / false midnight crossing).

Add regression tests for memory date-spoofing, structured-date stamping, and
legacy (no-key) detection; update existing date-reminder fixtures to the
production shape.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-22 17:25:34 +08:00
Ryker_Feng
d133b1119a
fix(summarization): tag summary LLM calls nostream to stop phantom stream messages (#2503) (#3378)
* fix(summarization): tag summary LLM calls nostream to stop phantom stream messages (#2503)

The SummarizationMiddleware runs its summary LLM call inside a before_model
hook. Without a nostream tag the summary tokens were captured by LangGraph's
messages-tuple stream callback and broadcast to the frontend as a phantom AI
message.

Generate a dedicated summary model copy tagged with "nostream" (merged on top
of any existing tags such as "middleware:summarize" so RunJournal attribution
is preserved) and override _create_summary / _acreate_summary to invoke it
directly. This avoids temporarily swapping the shared self.model, which would
otherwise leak the RunnableBinding across concurrent runs and break parent
logic that inspects the raw model (profile / _get_ls_params).

Add regression tests covering nostream tagging, concurrent-run isolation, raw
model preservation, and existing-tag merge.

* fix(summarization): address nostream review feedback
2026-06-07 17:55:04 +08:00
Nan Gao
d46a5779bc
fix(chat): preserve messages after summarization (#3280)
* fix(chat): preserve messages after summarization

* make format

* fix(chat): address summarization review comments
2026-05-29 08:24:47 +08:00
LawranceLiao
722c690f4f
fix(memory): isolate queued memory updates by agent (#2941)
* fix(memory): isolate queued memory updates by agent

* fix(memory): include user in queue identity

* Potential fix for pull request finding

Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>

* Fix the lint error

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
2026-05-15 10:26:35 +08:00
DanielWalnut
881ff71252
fix(harness): preserve dynamic context across summarization (#2823) 2026-05-09 19:39:36 +08:00
Eilen Shin
5fd0e6ac89
fix(middleware): sync raw tool call metadata (#2757) 2026-05-08 10:08:53 +08:00
Nan Gao
f9ff3a698d
fix(middleware): avoid rescuing non-skill tool outputs during summarization (#2458)
* fix(middelware): narrow skill rescue to skill-related tool outputs

* fix(summarization): address skill rescue review feedback

* fix: wire summarization skill rescue config

* fix: remove dead skill tool helper

* fix(lint): fix format

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-04-24 21:19:46 +08:00
DanielWalnut
4ba3167f48
feat: flush memory before summarization (#2176)
* feat: flush memory before summarization

* fix: keep agent-scoped memory on summarization flush

* fix: harden summarization hook plumbing

* fix: address summarization review feedback

* style: format memory middleware
2026-04-14 15:01:06 +08:00