80 Commits

Author SHA1 Message Date
Ryker_Feng
d1d0958bea
feat(skills): add guarded evolution host APIs (#5645)
* feat(skills): add guarded evolution host APIs

* docs(agents): avoid growing saturated guidance chains

* fix(skills): address mutation host review findings

* fix(skills): order name fence before projection lock

* fix(skills): preserve composite toggle lock order

* fix(skills): address catalog and pagination review feedback

* docs: keep subagent guidance within merged instruction budget

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-10-18 21:17:02 +08:00
BaiHeng Peng
55b1f1cfba
fix(client): preserve text appended before the first state snapshot (#6910)
* fix(client): preserve text appended before the first state snapshot

* test(client): exercise first-snapshot reconciliation with stable IDs

---------

Co-authored-by: BaiHeng Peng <191328900+Aldenshile@users.noreply.github.com>
Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-10-15 10:53:03 +08:00
lilei
b346b17fce
fix(client): convert the captured upload source (#6632)
* fix(client): convert the captured upload source

* test(uploads): cover ACL sources and scope capture failures

* fix(uploads): preserve concurrent uploads from one captured source

Combine the embedded client's source capture with no-replace publication for
first-time filenames and Markdown companions. Hold one private capture across
collision retries, retain original descriptor metadata, and keep replacement
behavior for names present when the call starts.

Port concurrent-upload and staging-publication regressions from PR #6687.
Extend source-edit/removal and real XLSX cases to both publication paths, and
cover edits or removal during two filename collisions in ordinary and event-loop
calls. Document capture, retry, publication, and cleanup contracts.

Validation: related suites 469 passed, 24 skipped; full offline suite 28,788
passed, 488 skipped; blocking-I/O suite 245 passed, 1 skipped; Ruff, guidance,
and diff checks passed. Nine race/collision cases failed on the #6632 baseline.

Co-authored-by: haotianqi666 <250384991+haotianqi666@users.noreply.github.com>

* docs: keep agent guidance within CI budgets

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
Co-authored-by: haotianqi666 <250384991+haotianqi666@users.noreply.github.com>
2026-10-12 21:50:19 +08:00
Willem Jiang
e5a72b5009
Revert "fix(uploads): convert the same source version the upload saved (#6621)" (#6763)
This reverts commit 9c071c7053379590b63618498fecd0a626ac95e6.
2026-10-12 20:32:54 +08:00
Yufeng He
9c071c7053
fix(uploads): convert the same source version the upload saved (#6621)
* fix(uploads): convert the same source version the upload saved (#6600)

DeerFlowClient.upload_files copied the caller's file into the uploads
directory, then reopened the original path for Markdown conversion. A
save landing between the two reads left the saved upload at version A
while the companion registered version B, and resolve_companion still
accepted the mismatched Markdown.

Snapshot convertible sources into a private temp dir up front and run
both the upload copy and the conversion from that one read. The snapshot
keeps the #5611 invariant (conversion never reopens a name inside the
sandbox-writable uploads dir), preserves metadata via copy2, and keeps
the re-upload SameFileError rejection through an explicit same-file
probe before the snapshot.

Signed-off-by: Yufeng He <40085740+he-yufeng@users.noreply.github.com>

* fix(uploads): pin the snapshot copy to one held source descriptor

Review on #6621 found two gaps in the snapshot step: stat-by-name then
copy2-by-name split identity from content across two path resolutions,
and copy2 drops ACLs so a source readable only via ACL made the private
snapshot unreadable. Open the source once, fstat it for the same-file
rejection, and copyfileobj out of the held fd; restore the mtime from
that same stat so the upload keeps the source's timestamps.

Tests: the version-parity regression's injection now also fires when a
future regression reads the caller's path during conversion, and a real
macOS ACL case (mode 000 + read grant) uploads and converts cleanly.

Signed-off-by: Yufeng He <40085740+he-yufeng@users.noreply.github.com>

* test: catch upload conversion source regressions

---------

Signed-off-by: Yufeng He <40085740+he-yufeng@users.noreply.github.com>
Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-10-12 20:12:23 +08:00
spud
75ce6f4920
fix(mcp): preserve server binding history across gateway workers (#6617)
* fix(mcp): preserve server binding history across gateway workers

A peer Gateway worker could keep a stale pooled session after another worker deleted and identically re-added a stdio server, because the final effective MCP slice matched the revision it had already applied.

Record a per-server lifecycle generation in the shared extensions config and consume it in the reader, discovery claim, and committed handoff so an observed generation change force-rebinds only the affected server. Legacy configs derive a stable in-memory token; deletions leave permanent tombstones.

* fix(mcp): fail closed on an invalid mcpLifecycle instead of retrying

An unverifiable mcpLifecycle made initialize_mcp_tools() unpublishable, so get_cached_mcp_tools() retried discovery forever and could keep respawning stdio servers. Abort discovery on an invalid ledger after conservatively retiring local MCP state; a fixed config recovers on the next call.

Also documents the rolling-upgrade prerequisite: cross-worker ABA detection requires configuration writes to go through a lifecycle-aware writer.

* refactor(mcp): share stdio fingerprinting across lifecycle paths

Reuse lifecycle._stdio_fingerprints from the applied-revision builder so the connection-identity rule has a single implementation, and move the unusable-server diagnostic into the shared helper.

Add a regression proving the Gateway Skills writer preserves mcpLifecycle byte-for-value, and document that DeerFlowClient.update_mcp_config can raise RuntimeError after the config was committed.

* docs(mcp): condense lifecycle guidance under the AGENTS chain limit

The effective mcp/AGENTS.md chain was 15 bytes under the 98,304-byte CI hard limit, so the standalone cross-worker lifecycle bullet pushed it over. Fold the mcpLifecycle and rolling-upgrade facts into the existing selective-reconciliation bullet and condense it, keeping the chain under the limit while preserving the contract.

* docs: trim inherited agent guidance below CI size limit

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-10-11 11:45:28 +08:00
Hyeonsang Cho
4ef1f96487
fix(goal): fall back to sync methods on sync-only checkpointers (#6448)
* fix(goal): fall back to sync methods on sync-only checkpointers

The goal helpers called any async checkpointer method that existed. Every
BaseCheckpointSaver defines the async methods, and the sync SqliteSaver and
PostgresSaver used by the TUI and embedded DeerFlowClient raise
NotImplementedError from them, so get_goal/set_goal/clear_goal always failed
there and the TUI printed "Could not set goal.". Fall back to the sync method
only on NotImplementedError; other async errors still propagate and sync
writes stay drained across cancellation.

* docs(changelog): reference #6448

* fix(goal): log when a checkpointer call falls back to the sync method

The fallback was silent, so a sync-only saver wired into the Gateway would
work through the thread-offloaded path with no trace. Emit a debug record
naming the saver and method; debug rather than warning because the TUI and
embedded client take this path on every call.

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-10-08 08:20:16 +08:00
Hyeonsang Cho
787b44c74f
fix(client): count threads, not checkpoints, in list_threads (#6426)
* fix(client): count threads, not checkpoints, in list_threads

checkpointer.list(None, limit=N) returns the newest N checkpoints across
every thread, so one long conversation filled the limit and hid the rest:
the TUI thread picker and --resume <title> only saw the latest one or two
threads. List threads through their single step -1 root checkpoint
instead, then read the latest checkpoint per returned thread.

Add sort_by="updated_at" so --continue keeps resuming the most recently
active thread rather than the most recently created one.

* test(client): pin list_threads scan cost and namespace filtering; docs

* docs(client): state list_threads cost as checkpoints loaded, not rows scanned

* docs(changelog): reference #6426

* fix(client): list threads by checkpoint write order, including branches

Discovering threads by their step -1 input checkpoint dropped Gateway
branches, which are seeded through update_state (step 0), and ordering
by checkpoint ts missed goal writes, which copy the previous ts under a
fresh checkpoint id.

Enumerate threads from the checkpoint primary-key index on SQLite and
Postgres (unwrapping the delta-history cache), falling back to one
list(None) walk for any other saver, and order by checkpoint_id, the
key LangGraph itself uses for a thread's latest checkpoint.
2026-10-07 17:16:48 +08:00
Linyao Du
616c6e2e36
fix(uploads): reject Windows staging aliases before batch ingestion (#6149)
* fix(uploads): reject Windows staging aliases before batch ingestion

* fix(uploads): cover shelf names and case-insensitive staging aliases

* test(uploads): isolate legacy alias filesystem cases
2026-10-02 22:50:30 +08:00
lilei
f840e843d3
fix: track converted upload ownership for outlines and listings (#6101)
* fix: track ownership of converted upload markdown

* fix: invalidate overwritten companions and restore branch ownership

* docs: explain legacy upload companion behavior on upgrade

* docs: shorten upload companion guidance to fit instruction budget

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-10-01 20:36:35 +08:00
SuperSgdk
f74a290c42
fix(uploads): reject reserved staging filenames before batch ingestion (#6122)
* fix(uploads): reject filenames reserved for temporary staging

Guard thread and shelf upload names, validate SDK batches before copying, and preserve legacy shelf downloads. Add regression coverage and document the reserved staging namespace.

* fix(uploads): report reserved names before HTTP batch ingestion

Preflight reserved staging basenames before thread storage or sandbox setup. Return HTTP 400 with a rename hint; add HTTP and strict blocking-I/O regressions and update upload documentation.

* fix(uploads): reject Windows-style staging basenames on POSIX

Normalize backslashes before the HTTP reserved-name preflight. Add POSIX basename regressions for single and mixed batches and strict blocking-I/O coverage. Clarify the preflight scope and upload documentation.

Follow-up to the review of PR #6122; AI-assisted with OpenAI Codex.

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-10-01 10:22:38 +08:00
Fish
2000bffa8a
fix(harness): anchor DeerFlowClient agent-name validation with fullmatch (#6104) 2026-09-30 19:51:47 +08:00
TAI-YUAN GUO
25671538af
fix(cli): exit non-zero when a headless run ends in an LLM error fallback (#6056)
* fix(cli): exit non-zero when a headless run ends in an LLM error fallback

LLMErrorHandlingMiddleware turns provider failures (e.g. an expired
credential returning 401) into an AIMessage flagged
`deerflow_error_fallback` instead of raising. The Gateway run status and
the subagent executor already treat that flag as a failure. #5963 gave
`deerflow --print` / `--json` an error boundary for raised exceptions,
but a flagged fallback never raises, so both modes still printed the
fallback text and exited 0.

Both headless modes now follow #5963's failure contract when the run's
final AI message carries the flag: `--print` keeps the fallback text on
stdout and adds an `Error:` line on stderr; `--json` appends the terminal
`{"type": "error"}` record. Both exit 1.

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>

* refactor(cli): share final-answer accumulation with the embedded client

* docs: scope headless accumulator guidance to TUI

---------

Co-authored-by: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-30 19:48:32 +08:00
hataa
1cd3eb742b
feat(authz): enforce skill authorization at assembly and slash-activation (#4063 Phase 3) (#4541)
* feat(authz): enforce skill authorization at assembly and slash-activation (#4063 Phase 3)

Phase 3 / Skills — the second of three resource-type PRs (Models, Skills,
Sandbox). The RBAC provider already maps "skill" → config key "skills"
(rbac.py _RESOURCE_POLICY_KEYS), so no schema change is needed.

Layer 1 (assembly-time, mirrors Phase 1B):
- filter_available_skills_by_authorization() in skill_filter.py filters the
  skill-name allowlist (set[str] | None) by the provider's "skill" policy.
  In lead agent, runs after _available_skill_names() so the catalog
  (describe_skill) and SkillActivationMiddleware share one filtered set.
  In subagent executor _load_skills(), filters config.skills before disk load.
- filter_resources_by_authorization() in enforcement.py — generic version of
  filter_tools_by_authorization for any resource with a name attribute.

Layer 2 (slash-activation):
- No new middleware code needed. SkillActivationMiddleware._resolve_activation
  already checks "reference.name not in self._available_skills". Since Layer 1
  filters the allowlist, denied skills cannot be slash-activated.

authorization.enabled: false is a complete no-op. available_skills=None (no
agent allowlist) + enabled: resolves all skill names from config and filters.
12 new tests + 243 existing authz/skills tests pass.

* test(subagents): wait on the chained future instead of polling done() in caller-loop teardown test

* feat(authz): enforce action-scoped skill:activate at runtime and reuse the catalog loader for filter candidates

* feat(authz): arm skill:activate on the subagent chain, unify the client skill-surface user, and record the Layer 2 reversal in the design notes

* chore(authz): align the subagent filter's fallback user with the chain's bucket convention

* feat(authz): gate autonomous skill loading on skill:activate, close the bootstrap assembly leak, and reuse one provider per subagent assembly

Review round 4 (willem-bd, CHANGES_REQUESTED):

- [P1] Autonomous load path: describe_skill filters its match set on the
  action-scoped skill:activate decision (all-denied is indistinguishable
  from "no match"), and ToolErrorHandlingMiddleware stamps skill_context
  entries only when the action allows it — a denied SKILL.md read gets a
  skill_context_denied marker instead, so durable context, allowed-tools
  policy, and autonomous secret bindings never activate a denied skill.
  File visibility itself stays Layer 1 (sandbox-projection semantics).
- [P1] Bootstrap assembly: build_middlewares/apply_prompt_template now
  receive the authorization-filtered set instead of the raw
  _BOOTSTRAP_SKILL_NAMES, and an empty skill_names index is preserved
  when deferred discovery is on rather than round-tripping through None
  into the legacy full-metadata prompt that re-advertises a denied
  skill (deferred-off keeps the legacy rendering; the filtered empty
  allowlist blanks it on denial).
- [P2] SubagentExecutor resolves ResolvedSkillAuthorization once per
  assembly (_resolve_skill_authorization, memoized per executor) and
  shares it across the Layer 1 filter (authorization=), the activation
  middleware, and both new gates — uncached provider factories can no
  longer hand the layers different instances/policy snapshots.

All gates share one helper (skill_filter.skill_activation_allowed) so
slash, describe, and skill-file-load cannot drift; provider errors keep
the configured fail-closed/fail-open policy. skill_authorization is
threaded through _build_runtime_middlewares into both runtime builders.

Tests: describe gating (deny/fail-closed/fail-open/disabled), read
stamping (denied marker vs entry) + extract_skills skip without warning,
bootstrap three-way param (allow/deny x deferred on/off), lead + subagent
chain wiring for the stamp gate, and the distinct-instance provider
factory repro. Each fix is mutation-verified (reverting it fails its
test). Full A/B suite run: no new failures vs HEAD.

* feat(authz): re-authorize persisted skill_context before reuse and route async paths through aauthorize

Review round 5 (willem-bd):

- [P1] Persisted entries: skill_context survives across runs, so both
  consumers now re-check the action-scoped skill:activate decision before
  reuse. SkillToolPolicyMiddleware._active_skills_for_paths skips a
  denied skill (same skip as a disabled/unallowlisted one; all-denied
  keeps the existing fail-closed-to-builtins semantics) and
  _in_context_secret_sources binds no secrets for a denied entry.
  skill_authorization is threaded into SkillToolPolicyMiddleware on both
  chains.
- [P2] Async provider API: skill_activation_allowed_async mirrors the sync
  helper through await provider.aauthorize() (same pattern as
  authorize_sandbox_execution_async). Async hooks precompute an
  activation_decisions map on the event loop (slash target + persisted
  entry names, one batch of awaits) and hand it to the worker-thread
  handler, which consults the map instead of the sync API:
  SkillActivationMiddleware.awrap_model_call (activation + secret
  binding), ToolErrorHandlingMiddleware.awrap_tool_call (_amaybe_stamp
  awaits the decision before stamping), and SkillToolPolicyMiddleware's
  awrap_model_call/awrap_tool_call (entry names + slash source name).
  describe_skill becomes a StructuredTool with both a sync function
  (invoke -> authorize) and a coroutine (ainvoke -> aauthorize), so async
  agent execution never routes a loop-affine provider through the sync
  API while sync callers keep their semantics.

Tests: allow-read-then-deny-next-run regressions for secret binding and
allowed-tools (partial deny does not poison, all-denied fails closed to
builtins), and an _AsyncOnlyProvider (sync authorize always fails,
aauthorize works) driving four async-path assertions (activation, stamp
allow/deny, describe, tool policy). All six fixes are mutation-verified;
full A/B suite run against HEAD shows no new failures.

* fix(authz): authorize skill activation by declared Skill.name, not directory basename

ShenAC-SAC's P2: bundled skills may declare a name that differs from their
directory (skills/public/vercel-deploy-claimable declares name: vercel-deploy),
but the runtime gates derived authorization targets from the container path.

- New deerflow/skills/container_registry.py: build_container_path_registry()
  + canonical_skill_name() — the one path-to-Skill.name resolution shared by
  the activation, tool-policy, and read-stamping middlewares.
- ToolErrorHandlingMiddleware resolves the read path through the (user-scoped,
  via new user_id kwarg threaded from both runtime builders) registry before
  the skill:activate decision, sync and async (registry lookup in a worker
  thread, aauthorize() on the loop). RBAC allow by the declared name now
  activates; allow by the directory name does not.
- SkillToolPolicyMiddleware async hooks canonicalize the policy paths first
  (three-phase: thread registry -> loop aauthorize -> thread filter reusing
  the registry; the cached per-model-step decision still short-circuits),
  so the decision map is keyed by the names _active_skills_for_paths checks —
  no more map miss falling back to the sync provider API from the thread.
  _entry_names removed: persisted entry["name"] is path-derived by
  construction; entries are resolved by path instead.
- SkillActivationMiddleware collects slash names (already canonical) plus
  persisted entry *paths*, canonicalized off-loop via
  _canonical_names_for_paths().

Regressions (test_skills_authorization.py 45->50): sync stamp target, RBAC
allow declared-name/deny directory-name both directions, async stamp via
_AsyncOnlyProvider, composed async slash -> tool-policy keeps the skill's
tools with zero sync fallback, persisted-entry secret binding survives the
name mismatch. All three mutations (stamp target, policy map key, entry
canonicalization) fail their tests.

* fix(authz): close the sync-fallback class on skill activation paths

willem-bd's two P2s on the canonical-name fix, plus a fourth instance of
the same class found while sweeping the membership:

- SkillToolPolicyMiddleware: a transient prepass registry failure is now
  preserved (_REGISTRY_LOAD_FAILED marker) — the worker-side filter applies
  its own fail-closed treatment instead of silently retrying storage,
  which recovered skills absent from the decision map and fell back to
  the synchronous provider API from the thread (fail-open retaining a
  denied skill's allowed-tools).
- SkillActivationMiddleware: an empty entry-path list no longer pays a
  full skill-tree scan on ordinary authorization-enabled async model
  steps (previously a passive path with zero registry I/O).
- 4th instance (reproduced with the PR fixtures, then fixed): the entry
  prepass failure on the secret-binding path let the consumer-side
  _load_skill_registry_by_path silently recover and resolve entry names
  outside the decision map — the same sync fallback, fail-open binding
  the aauthorize-denied skill's declared secret. The fix goes one step
  further than failure propagation: the prepass hands down the registry
  *snapshot* the decision map was keyed by, and entry sources resolve
  against that snapshot, so a map miss is impossible by construction
  (this also closes the narrower window where both loads succeed but
  disagree because storage changed mid-step). The slash source is
  deliberately unaffected: it does not consult the decision map
  (validated once at activation) and keeps its fresh per-call load.
- Class membership swept: skill_activation_allowed() sync call sites are
  exactly four (stamping sync path and describe's sync implementation are
  legitimately sync); the only two async-reachable fallback points (the
  _activation_allowed helpers) are both construction-guarded now.
  Structural hardening (typed async-batch decision object where a map
  miss is fail-closed by construction) recorded in the plan notes as a
  follow-up, anchored at those two helpers.
- _RegistryArg type alias replaces the degenerate dict|object|None union
  in the policy middleware signatures.

Tests (test_skills_authorization.py 50->54): transient prepass failure ->
builtins-only with exactly one storage attempt and zero provider calls;
ordinary async step -> zero registry scans; two-call scenario -> entry
binding zeroed while the slash binding survives; entries resolve against
the prepass snapshot under a mid-step rename. Mutations verified red:
marker reverted to None, over-broad slash kill, snapshot bypass.

* fix(authz): correct secret-binding reference points and gate the rendered skill reminder

Review round 9 (willem-bd) plus construction-audit follow-ups on the same
class — every async divergence between two loads of the same data now has
an explicit, pinned reference point:

- Slash secret source resolves from a FRESH post-activation registry: the
  prepass snapshot is taken before the aauthorize awaits, so binding the
  slash source from it would activate NEW_KEY content while injecting
  OLD_KEY when a skill's declared secrets change in that window. The
  'one scan per step' bonus that motivated sharing the snapshot is
  withdrawn — consistency wins. The two secret sources resolve
  independently: a transient fresh-load failure zeroes only the slash
  binding; entries keep binding from their own snapshot.
- Same-skill dominance: when a skill is both the slash source (fresh) and
  a persisted entry (snapshot), only the activation-era declaration binds
  — unioning both eras injected a secret the skill no longer declares.
  Aligns with the tool-policy rule (slash activation dominates for the
  run); different-skill entries still stack additively.
- The rendered 'Active skills' reminder (DurableContextMiddleware) no
  longer advertises skills the provider denies — surface consistency with
  describe_skill. Publication/consumption split: the activation
  middleware publishes per-step path-keyed skill:activate decisions into
  the run context (async: reused from the prepass snapshot, zero extra
  I/O; sync: one scan + authorize() only when entries exist — passive
  steps stay scan-free), the renderer consumes them and filters its
  render copy (state untouched; unpublished = permissive, matching the
  other run-context carriers). New carrier key listed in
  REDACTED_CONTEXT_KEYS with a redaction regression.
- Wiring regressions on both chains for everything added above (user_id
  to the stamp gate, skill_authorization + token pairing + activation-
  before-durable ordering to the durable renderer): each mutation
  verified red (M4-M13 across this change set).
- Tests 54->65: slash post-activation lookup, source independence,
  dominance, sync-chain sync-API path, render filter (async/sync/
  disabled with load-count assertions), chain wiring x2, redaction
  listing. Plan notes record rounds 9-2..6 including the reference-point
  post-mortem and the audit axes exhausted.

* fix(authz): anchor same-skill dominance on the slash identity, not binding results

Review round 10 (willem-bd) plus a self-audit extension the new checklist
items caught in the first fix itself:

- R10 (P2): the same-skill exclusion was derived from successfully BOUND
  slash sources. When the prepass snapshots required-secrets [OLD_KEY]
  and the operator strips the declaration during the await window, the
  slash source binds nothing (required_secrets gate) — the exclusion set
  stayed empty and the stale entry view kept injecting OLD_KEY for a
  skill that now declares no secrets. The exclusion now derives from the
  AUTHENTICATED slash activation identity (run-context source path,
  owner-token checked): the identity's declared name resolves from the
  fresh registry first, then the entry snapshot, and joins the exclusion
  set regardless of binding success.
- Self-audit (value->gate->downstream on the fix itself): the declared
  name can also change mid-run (same path, foo->bar). A name-anchored
  exclusion then holds only the new name while the snapshot entry
  resolves the same path to the old one — both eras bound again. The
  PATH is the stable identity shared by the activation and every earlier
  read: entries at the slash identity's path are now excluded before
  registry resolution (exclude_paths), independent of what either
  version calls the skill; the name-based set remains for cross-path
  same-name shadowing.

Tests 65->67: no-secrets-era dominance (ACTIVE secrets None under the
OLD_KEY-to-empty interleaving), path-anchored dominance across a mid-run
rename (only the activation-era key binds). Mutations verified red:
identity-derived exclusion disabled (M14), path exclusion disabled
(M16).

* test(authz): pass explicit config to lead middleware wiring test

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-30 19:45:07 +08:00
Totoro
295437692a
fix(agent,goal): stop coaching scripts when no bash tool is bound, and show the goal evaluator Human Input Card answers (#6082)
* fix(agent): drop script guidance from the lead prompt when no bash tool is bound

The workspace section told the agent how to write scripts and commands
("prefer relative paths", "avoid hardcoding /mnt/user-data/... inside
generated scripts") even when no tool could run them. With the default
LocalSandboxProvider host bash is off and the bash tool is removed, so
agents wrote helper scripts nothing could execute, then stalled or
computed by hand.

apply_prompt_template() takes bash_available (default True, so other
callers keep today's text). The lead agent (both assembly branches) and
the embedded client pass whether their authorized tools, bound or
deferred, include bash. Without it:
- the two script bullets become one line: no bash tool is bound, work
  out results directly and write them with write_file;
- the subagent section no longer shows direct bash examples, and marks
  the bash subagent unavailable, since it inherits the lead's tool groups;
- the ACP hint no longer suggests `bash cp`.

* fix(goal): show the goal evaluator the user's answer to a Human Input Card

The web UI sends a Human Input Card answer as a hidden human message
(hide_from_ui with a human_input_response) and shows it on the card.
format_visible_conversation() skipped every hidden message, so the
evaluator saw the question but never the answer. Following the user's
answer then read as the assistant guessing, and the goal stood down with
needs_user_input although the user had answered.

A hidden human message whose human_input_response passes
read_human_input_response() now adds a line
"User (Human Input Card answer): <value>" from the structured value; the
question is already on the card's own line. Other hidden messages, such
as goal continuations, stay out. Over the 12,000-char cap the latest
answer the cut drops is kept at the top next to the latest request, and
is never taken for the request itself. Without card answers the cut is
unchanged.

* fix(agent): keep the subagent examples and bash hint in line with the bound tools

Review follow-up for the lead prompt without bash.

- The last delegation example follows the tools. With a bash subagent on
  offer it is unchanged. A lead with bash and no bash subagent keeps
  "Run a routine test, build, or git command directly." without the Bash
  subagent sentence. A lead without bash gets a file-work example instead.
- The unavailable-bash description no longer points at the sandbox
  provider. Since #2253 it renders only when the bash subagent is
  registered and the lead binds no bash, where the sandbox is not the cause.

---------

Co-authored-by: Totoro-qaq <279883115+Totoro-qaq@users.noreply.github.com>
2026-09-30 17:54:42 +08:00
Hyeonsang Cho
af67738521
fix(agents): treat a null max_total_subagents override as unset (#6088)
* fix(agents): treat a null max_total_subagents override as unset

An API caller sending "max_total_subagents": null in the run context
failed that run with a TypeError: the key was present, so
dict.get(key, default) returned None and building SubagentLimitMiddleware
compared None with an int.

Resolve the per-run delegation cap through one helper,
effective_total_subagents_per_run, which treats None as "use
subagents.max_total_per_run" and clamps to 1-50. The lead agent's
middleware and assembly paths, DeerFlowClient, and the system prompt all
use it, so the extension host policy and release policy now report the
enforced cap instead of an out-of-range request.

* docs(changelog): reference #6088 in the null max_total_subagents entry
2026-09-30 16:10:29 +08:00
xbzz1018
29dbce45a1
fix(client): exclude prior turns from resumed stream events (#5811)
* fix(client): exclude prior turns from embedded stream events

* docs(client): tighten streaming guidance

---------

Co-authored-by: xbzz1018 <186267668+xbzz1018@users.noreply.github.com>
Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-24 21:03:07 +08:00
Nan Gao
bcaf6db36a
feat(models): add declarative reasoning capability contract (#5780)
* feat(models): add declarative reasoning capability contract (#5073)

Introduce an optional per-model `reasoning:` block beside the legacy
`supports_thinking` / `supports_reasoning_effort` booleans. It declares
thinking availability (unsupported | optional | required), the accepted
effort values with aliases, default, and serialization path, the payload
dialect, and the reasoning-history requirement. When present the booleans
are derived from it and contradictory profiles fail at config load.

`deerflow.models.reasoning` normalizes legacy and declared profiles into
one immutable contract and resolves every caller's generic request against
it. `create_chat_model` is the single enforcement point: required-thinking
models never receive a synthesized disable payload, unsupported effort
values never reach the provider, and the dialect synthesizes the on/off
payload when no template exists. Legacy profiles keep the historical path
byte-for-byte. The lead agent and subagent descriptor resolve the same
policy first so run metadata reports effective values.

`/api/models` and `DeerFlowClient` project the contract as `reasoning`;
the frontend derives mode clamping and effort choices from it through
`core/models/reasoning.ts`, and user preferences accept provider-specific
effort tokens. The setup wizard's Z.AI GLM-5.3-Flash profile migrates to
the contract, restoring its low/high/max effort control.

* docs(models): move the reasoning contract guidance into models/AGENTS.md

backend/AGENTS.md sits within 46 bytes of the 96 KiB effective-chain hard
limit for the middlewares, runtime, sandbox, and subagents guides, so the
new section pushed scripts/check_agent_guidance.py over it. The models
guide is the nearest file for the factory and the contract module, and
its chain has ample room.

* fix(models): address review on the reasoning contract

- vLLM dialect: the enable path now mirrors whichever chat_template_kwargs
  switch the template declares, like the disable path already did, so a
  template using the older `thinking` key no longer also grows
  `enable_thinking`.
- Validate operator-supplied effort values at `effort.path` inside
  `when_thinking_enabled`, `when_thinking_disabled`, and the `thinking`
  shortcut against the contract, not only the profile-level value; they are
  forwarded when the caller chooses nothing, so the "unknown values never
  reach the provider" guarantee now holds for them too.
- Constrain `effort.path` to dotted identifiers and reject single-segment
  paths that would replace a whole mapping (`extra_body`, `thinking`,
  `model_kwargs`, `default_headers`, `default_query`).
- Z.AI GLM-5.3-Flash profile: `default: high` instead of `max`, because the
  default also governs summarization, title generation, and subagent calls
  that never choose an effort; `max` stays selectable. Documented in the
  config example, the configuration manual, and the design note.

* fix(models): close reasoning contract review gaps

* fix(models): preserve native Ollama reasoning config

* fix(models): keep native reasoning strings and project reasoning into the descriptor

- `ModelConfig.reasoning` also accepts the level string ChatOllama takes
  for gpt-oss style models (`low` / `medium` / `high`); the factory forwards
  both the boolean and the string on the legacy path, so profiles that
  passed `reasoning: high` through before the contract field existed keep
  loading and keep sending it.
- The assembly descriptor no longer excludes `reasoning` from
  `model_parameters`: the native ChatOllama value and a declared contract's
  dialect/history/effort change the request payload, so they now move the
  assembly fingerprint.
- e2e: the sidecar spec pinned the pre-contract body where a model without
  effort control still received `reasoning_effort: minimal`; the preset is
  now dropped for such models (the Gateway discarded it anyway), so the
  assertion expects the key to be absent.
2026-09-24 20:39:30 +08:00
Hyeonsang Cho
90f0866fa8
fix(uploads): stop deleting a converted companion we cannot prove we wrote (#5673)
* fix(uploads): stop deleting a converted companion we cannot prove we wrote

Conversion names a document's Markdown companion after the document's
stem and falls back to a _N suffix when that name is already taken, so
the .md beside a document may belong to another document sharing the
stem, or to the user. Delete removed it anyway: uploading a.docx and
a.pdf produces a.md and a_1.md, and deleting a.pdf destroyed a.docx's
companion while orphaning a.pdf's own.

Delete now removes only the file it was asked to remove. The companion
stays listed and can be deleted on its own. Orphans are the cost of not
guessing; issue #5672 covers giving companions a provable owner, which
is what a safe cleanup needs, along with the two related readers that
still guess (the outline injected for a document and the agent's file
listing).

convertible_extensions loses its last use and is dropped from the
signature and both call sites. The gateway router keeps importing
CONVERTIBLE_EXTENSIONS for the ingestion bridge and now declares it in
__all__, where that module documents its re-exports.

* docs(changelog): note that delete keeps the converted markdown (#5673)
2026-09-22 14:50:11 +08:00
Weng Qiang
60d5659d1d
fix(client): honor agent MCP plugin selections (#5630)
* fix(client): honor named-agent MCP plugin selections

* fix(client): normalize MCP selection cache identity
2026-09-21 21:45:52 +08:00
Hyeonsang Cho
29d285731b
fix(uploads): convert the bytes we wrote, not the name they landed under (#5611)
* fix(uploads): convert the bytes we wrote, not the name they landed under

Document conversion re-opened the upload by name after it was already
visible in the thread's uploads directory: the Gateway converted the
committed file_path, and DeerFlowClient converted the copy it had just
placed there. That directory is writable from local and AIO sandboxes,
so a process watching it can replace the name with a symlink in the
window between the upload landing and the converter opening it. The
converter then reads whatever host file the link points at and writes
that content back into the thread as the .md companion, which the
sandbox can read. Reproduced end to end on both paths with a real xlsx:
the companion came back holding the host file's rows.

The Gateway now duplicates the descriptor of the staged file before the
link-commit, copies those bytes into a private directory outside the
uploads tree, and converts there. A descriptor cannot be redirected by
replacing a name, so the conversion input is the content this request
wrote. The client converts the caller's own source file instead of the
copy in uploads; the source is the file the caller handed in, which the
sandbox cannot reach.

Both already wrote the companion without following a symlink, so only
the read side changes. The uploads directory still receives exactly the
same files.

* docs(changelog): note upload conversion source fix (#5611)

* fix(uploads): close the conversion descriptor when staging its copy fails

Review follow-up. The private directory for the conversion copy was
created before the try that owns the duplicated descriptor, so a failure
there — a full or unwritable temporary filesystem — propagated without
closing it. The upload's own cleanup only unlinks the committed name and
releases the sandbox lease, so the descriptor stayed open for the life of
the process and kept the unlinked staged bytes allocated with it; repeated
failures accumulated both.

Directory creation now happens inside that try, and the finally removes
the directory only once it exists.

* fix(uploads): keep the conversion descriptor owned across cancellation

Review follow-up. run_file_io cannot interrupt its worker, so cancelling
the await around os.dup only abandoned the result: the duplicate was
created moments later with nothing left to close it, and it pinned the
staged bytes of an upload whose name the cleanup had already unlinked.
Cancellation after the duplication was just as leaky, because the
commit-path handler caught Exception and CancelledError is not one.

The duplication now runs as its own task, shielded from the caller's
cancellation, and closes its own result when the caller is gone by the
time the worker finishes. The commit path catches BaseException, closing
the descriptor it already owns before re-raising.

Both windows are pinned: one test stalls the duplication worker after it
allocates and cancels ingestion, the other stalls the commit so the
cancellation lands while the descriptor is owned.

* fix(uploads): drain the conversion copy so its descriptor always closes

Review follow-up. The copy worker owns the duplicated descriptor and
closes it in its own finally, but a bare await let a cancellation cancel
the executor job while it was still queued: the worker never ran, so that
finally never ran either, and the enclosing scope had already handed
ownership away and saw None. Draining also keeps a late worker from
writing into a private directory this scope has since removed.

The copy now goes through await_drained, the shield-and-drain helper the
Gateway already uses for offloads that must not be abandoned mid-flight.
Pinned by a test that holds the copy job queued, cancels ingestion, then
releases it and requires the descriptor to come back closed.
2026-09-21 07:34:09 +08:00
Hyeonsang Cho
2b6254f76d
fix(client): stop embedded uploads from writing through symlinks (#5578)
* fix(client): stop embedded uploads from writing through symlinks

DeerFlowClient.upload_files copied each file with shutil.copy2 and let
convert_file_to_markdown write the companion straight into the uploads
directory. Local and AIO sandboxes can write to that directory, so a
symlink planted at an upload name or at the companion's name was
followed: the upload's bytes and the converted Markdown landed in
whatever host file the link pointed to, and the call reported success.
The Gateway refuses symlinked destinations and the IM channels write
through write_upload_file_no_symlink; the embedded client never adopted
either.

Uploads now go through copy_upload_file_no_symlink, a new helper next
to write_upload_file_no_symlink. It keeps copy2's content, permission
bits and timestamps, so files stay readable to Docker sandboxes, but
applies them to the descriptor opened with O_NOFOLLOW and opens the
source first so a missing source cannot truncate an existing upload.
As in the Gateway, a file with an unsafe destination is skipped and
listed in skipped_files, success turns false, and the message says how
many were skipped. The companion is converted inside a private temporary
directory and then written with write_upload_file_no_symlink; one whose
name is unsafe is left out like a failed conversion, and the original
upload is kept.

* docs(changelog): note embedded upload symlink fix (#5578)

* fix(client): keep copy2's same-file guard and companion permissions

Review follow-up. Two regressions in the previous commit.

copy_upload_file_no_symlink opened the destination before comparing it
with the source, and that open truncates. Passing a file that already
sits in the thread's uploads directory therefore copied an emptied file
over itself: the upload reported success with size 0 and the original
bytes were gone, where copy2 raised SameFileError and left the file
alone. The destination is now compared with the source through
os.path.samestat before anything is opened, so identity — including a
hardlink or another spelling of the same path — raises SameFileError as
before.

The Markdown companion was published with write_upload_file_no_symlink,
which creates a new file as 0600 and ignores the converted file's mode.
Under umask 022 the companion became 0600 while its own document stayed
0644, so a bind-mounted sandbox running as another uid could read the
upload but not the Markdown the response advertises. It now goes
through the same copy helper as the upload, which preserves the
converter's permission bits.
2026-09-20 16:22:24 +08:00
Hyeonsang Cho
f9f3127dc1
fix(uploads): delete the requested upload, not a symlink's target (#5547)
* fix(uploads): delete the requested upload, not a symlink's target

delete_file_safe resolved the requested path before unlinking it. The
uploads directory is writable from local and AIO sandboxes, so a
symlink planted under an upload name was followed: deleting alias.pdf
removed the victim.pdf it pointed to, and the companion cleanup then
removed victim.md, while the link itself survived and the call reported
"Deleted alias.pdf". A link resolving outside the directory was already
refused by the traversal check, so the damage stayed inside the
thread's uploads.

The function now checks and unlinks the requested entry itself and
treats a symlink as not found, the same way list_files_in_dir already
hides it. unlink() never follows the final component, so a file swapped
for a link between the check and the unlink removes only the link.
Tests cover the helper, the Gateway DELETE route, and
DeerFlowClient.delete_upload.

* docs(changelog): note upload delete symlink fix (#5547)
2026-09-18 19:56:09 +08:00
alanhuangyoo
d87a1c1193
fix(client): emit text a later node appends to an AI message already sent (#5479)
* fix(client): emit text a later node appends to an AI message already sent

Loop detection, the token budget, safety termination, subagent limits and the
terminal-response fallback rewrite the last AI message under the same id in
their own after_model node. stream() skipped every id it had seen, so chat(),
the TUI and --print kept the text from before the rewrite: no [FORCED STOP]
notice, no fallback error, and token_usage_attribution added after the model
node never arrived.

Look again at a known id when a snapshot holds a different message object,
emit only the text appended to what was already sent, and send new
additional_kwargs as the existing metadata-only follow-up.

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

* test(client): pin that a non-extending replacement is not re-sent

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-17 08:45:29 +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
529b0e05ec
fix(client): emit streamed tool calls once with complete args (#5408)
* fix(client): emit streamed tool calls once with complete args

When a model streams a tool call as chunks (name and id first, then
argument fragments), DeerFlowClient.stream() emitted a tool_calls event
per chunk, each parsed from that fragment alone. Consumers got
`args={}` and then a call with no name or id, and never the complete
call, because the values snapshot skipped the already-streamed id.

Hold tool calls from AIMessageChunk.tool_call_chunks and emit them once
from the values snapshot, where the message is complete.

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

* test(client): pin additional_kwargs on the deferred tool_calls event

Also note why a tool-call chunk without a message id keeps the per-chunk
event.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-14 09:50:14 +08:00
Wenchao An
1b76ab9060
feat: add opt-in task notes and compacted history recall (#5382)
* feat: add opt-in task notes and compacted history recall

* fix: validate task continuity state and preserve user answers

Honor explicit opt-out, preserve clarification replies and capture failure statuses, validate notebook writes, and clear branch archive references. Update the config version and audit optional LLM credentials, with regression and integration evidence.

* fix: align Helm config version with task continuity schema

* fix: preserve mixed task history and declare continuity policies

* fix: recover malformed history and evict archives atomically
2026-09-12 21:01:46 +08:00
Hyeonsang Cho
bc4a33aba7
fix(skills): stop persisting resolved secrets when toggling skills (#5357)
Toggling a skill wrote resolved secrets into extensions_config.json. The
Gateway skill toggle and DeerFlowClient.update_skill loaded the file with
ExtensionsConfig.from_file(), which replaces every "$VAR" string with the
environment value (and an unset variable with ""), then serialized that
model back through to_file_dict(). A "$GITHUB_TOKEN" reference was
persisted as the plaintext token, and an unset reference was erased for
good. DeerFlowClient.update_mcp_config had the same flaw for every key
other than mcpServers.

Every writer now does a raw read-modify-write, the way the MCP router
already did: read_raw_extensions_config reads the on-disk JSON,
set_raw_skill_enabled changes only the target entry, and
validate_raw_extensions_config checks the candidate the way the runtime
will load it before the atomic write. When the file does not exist yet,
the Gateway seeds it with the cached skill states only, never the
resolved cached model. The MCP router's raw loader and candidate
validation delegate to the same helpers, so the rule lives in one place,
and to_file_dict() is removed so the unsafe serialization has no entry
point left.

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-12 11:24:46 +08:00
Sami Belhareth
a3848ef155
fix: expose summary_text in embedded client values events (#5249)
* fix: expose context summary in embedded values events

* test: cover summary values in mode-tagged streams

---------

Co-authored-by: Sami Belhareth <6599699+belharethsami@users.noreply.github.com>
2026-09-09 10:17:11 +08:00
Beautyl0ve
3bccd1474f
fix(client): scope embedded agent reuse by effective user (#5206)
Signed-off-by: Beautyl0ve <74452755+Beautyl0ve@users.noreply.github.com>
2026-09-06 22:33:12 +08:00
Aari
9e0fbd60fa
fix(sandbox): isolate concurrent subagent shell sessions (#5134)
* fix(sandbox): isolate concurrent subagent shell sessions

* fix(sandbox): make execution acquire idempotent

* fix(sandbox): close execution lifecycle gaps

* fix(sandbox): serialize retained client lifecycle

* fix(sandbox): close remaining client lifecycle gaps

* fix(sandbox): unwind failed client lookup

* fix(sandbox): protect internal lease identities

* fix(sandbox): make cancellation reconciliation durable

* fix(sandbox): fence cancelled workers and IM uploads
2026-09-02 21:05:23 +08:00
Aari
ff0a6768c2
feat(subagents): add unified capacity and durable batch execution (#4998)
* feat(subagents): add capacity controls and durable batches

* fix(helm): sync subagent config schema version

* fix(subagents): preserve batch history without worker

* fix(subagents): support explicit factory runtimes

* fix: address durable batch review findings
2026-08-25 07:49:38 +08:00
hataa
540940bac1
feat(authz): enforce model authorization at Gateway routes and runtime (#4063 Phase 3) (#4540)
* feat(authz): enforce model authorization at Gateway routes and runtime (#4063 Phase 3)

Phase 3 / Models — the first of three resource-type PRs (Models, Skills,
Sandbox). The RBAC provider already maps "model" → config key "models"
(rbac.py _RESOURCE_POLICY_KEYS), so no schema change is needed.

Gateway route layer (mirrors Phase 2A):
- resolve_model_authorization() in authz.py returns (provider, principal),
  reusing _get_cached_route_provider and build_principal_from_context,
  including the INTERNAL_SYSTEM_ROLE → None pop for internal callers.
- list_models filters via provider.filter_resources(principal, "model", names).
- get_model checks provider.authorize("model", "use"). Deny → 403 (not 404,
  since the model exists but the role lacks permission).

Runtime resolution layer (mirrors Phase 1B):
- _authorize_model_name() in agent.py runs after _resolve_model_name. On deny,
  falls back to the first allowed model (RFC §9: graceful, not crash). All
  models denied + fail_closed → ValueError (matches existing contract).

authorization.enabled: false is a complete no-op on both layers. Anonymous
requests (user=None) bypass filtering. 18 new tests + 314 existing tests pass.

* fix(authz): enforce model:use on the embedded DeerFlowClient path (Phase 3 follow-up)

Round 4 review (willem-bd): _authorize_model_name only covered the Gateway
runtime path (_make_lead_agent). The parallel lead-agent construction path
DeerFlowClient._ensure_agent (client.py) filtered tools but not the model,
so a library/embedded consumer with role-scoped model policies could run a
model the role is denied model:use for.

- Insert _authorize_model_name in _ensure_agent, mirroring _make_lead_agent.
- Resolve None default to the first configured model before the gate so the
  implicit default (create_chat_model(name=None)) is also authorized.
- Update test_authorization_filters_framework_tools_and_reuses_provider: the
  stub provider now returns an allow decision for model:use (checked during
  assembly) and patches resolve_authorization_provider in the agent namespace.
- Add 3 DeerFlowClient._ensure_agent path tests (real-path fallback,
  None-default resolution, disabled no-op); 24 tests total.

* docs(authz): document get_model provider-unavailable fail-open path + test

zhfeng review (round 5): get_model's docstring only mentioned the deny→403
path, not the provider-resolution-error + fail-open path (which allows the
request, mirroring list_models's documented fail-open semantics). The
behavior itself is correct and symmetric with list_models, but it was
undocumented and the _AuthorizationUnavailable path had no test coverage.

- Extend get_model docstring to state the provider-error fail-closed/fail-open
  outcome, matching list_models's wording.
- Add test_get_model_provider_unavailable_fail_closed_vs_open exercising the
  _AuthorizationUnavailable path (provider cannot be resolved at all), pinning
  fail-closed→403 / fail-open→200.

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-08-01 22:34:11 +08:00
Xinmin Zeng
f2e832330e
fix(sandbox): enforce disabled skills in filesystem views (#4178)
* fix(sandbox): project enabled skills into sandbox views

* fix(skills): keep projection mutations consistent

* fix(skills): fail closed on projection errors

* fix(skills): isolate per-scope failures during boot projection rebuild

rebuild_all_skill_projections() propagated any exception from the public
rebuild or from a single user's rebuild straight out of the gateway
lifespan startup, uncaught. A single broken user directory (bad
permissions, corrupted _skill_states.json, unreadable content) would
therefore abort gateway boot for every user, not just that one -
_rebuild_*_locked already fails closed internally (clears the view and
re-raises), so the boot loop only needed to stop treating that re-raise
as fatal.

Each scope's rebuild now fails closed independently and boot continues;
a scope left empty by a boot failure self-heals on the next sandbox
acquire via ensure_skill_projections().

Also patches deerflow.skills.projection.rebuild_all_skill_projections in
the memory-flush lifespan test fixture, matching the two sibling
fixtures in the same file — this call is now on the lifespan startup
path and the fixture's minimal SimpleNamespace config predates it.

* test(skills): update authz test for the projection-aware public toggle

_persist_shared_skill_state (introduced earlier in this branch) reads
the shared extensions_config.json fresh from disk under the projection
lock instead of through the cached get_extensions_config() singleton -
that's the whole point of the fix (stale worker caches must not clobber
another worker's concurrent update). The name no longer exists on the
skills router module, so the test's monkeypatch of it started raising
AttributeError instead of exercising the endpoint.

The mock storage in this test isn't a real LocalSkillStorage instance,
so _persist_shared_skill_state's projection-mutation branch is already
skipped (nullcontext) and it falls back to a fresh ExtensionsConfig()
for the nonexistent tmp config_path - no replacement monkeypatch needed.

* fix(sandbox): make skill projection ensure best-effort in acquire

acquire() called _ensure_skills_projection() directly, outside any
try/except, in both LocalSandboxProvider and AioSandboxProvider. Every
other skill-mount setup path in these providers has always caught
exceptions and logged a warning rather than failing sandbox acquire
outright (e.g. when config.yaml can't be resolved) - these two new call
sites broke that contract, so any projection failure (including simply
not having a config.yaml, as in CI's test environment) now failed
acquire() itself instead of just leaving skill mounts off.

_ensure_skills_projection now catches its own exceptions and returns
None; both providers' callers already tolerate that (a None projection
skips the skill-specific mounts, matching the existing degrade path)
after making _append_public_skill_mapping and the custom/legacy mount
block in LocalSandboxProvider explicitly None-safe.

Caught by running the full suite with config.yaml removed, matching
CI's environment - not caught locally because a real config.yaml was
present, masking the failure.

* fix(sandbox): make E2B skill projection mounts best-effort

_skill_projection_mounts called ensure_skill_projections with no guard,
unlike Local/AIO's _ensure_skills_projection. A raise propagated out of
_apply_mounts before the configured-mounts loop ran, so a skills
projection failure dropped the operator's own configured mounts too -
only caught by create()'s outer warning, with nothing applied at all.

Swallow here and return an empty mount list on failure, matching the
Local/AIO pattern: still fail-closed for skills, but no longer widens
the blast radius to unrelated configured mounts.

Review feedback from PR #4178.

* docs(skills): document projection trade-offs flagged in review

- _update_tree_digest: note the metadata-only (not content) hashing
  trade-off and why runtime writes through this codebase are still
  covered regardless (rebuild-under-lock + rename always changes inode).
- LocalSandboxProvider.acquire: note the acquire-time self-heal cost
  (cheap on a fresh manifest, ~400ms rebuild under lock on stale/drift).
- skill_projection_mutation: drop the no-op except-Exception-then-raise;
  a raise from the mutation already propagates past the yield with the
  view left cleared, no explicit re-raise needed.
- provisioner README: spell out that hostPath skills volumes require
  the gateway and K8s node to share DEER_FLOW_HOST_BASE_DIR (single-node
  or shared storage), and that the custom/legacy volumes' hostPath type
  Directory (not DirectoryOrCreate) makes a violation of that assumption
  a visible Pod-creation failure instead of a silent empty mount.

Review feedback from PR #4178.

* fix(skills): lazily repair user projections

* fix(skills): close projection review gaps

* fix(skills): refresh user projection enable state

* fix(skills): close projection review follow-ups

* fix(skills): preserve state across projection writes

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-31 17:55:24 +08:00
Vanzeren
c48de5e70b
feat(checkpoint): make delta snapshot_frequency configurable (#4516)
* feat(checkpoint): make delta snapshot_frequency configurable

* fix(config): carry legacy checkpoint_delta_snapshot_frequency with warning

Addresses review on #4516: the rename from the flat
database.checkpoint_delta_snapshot_frequency key to nested
database.checkpoint_delta.snapshot_frequency silently dropped the old
value (pydantic extra="ignore"). Add a before-validator that maps the
legacy key onto the nested one with a deprecation warning (nested key
wins when both are set), plus a CHANGELOG breaking-change note covering
the rename and the 1000 -> 10 default change.

* fix(checkpoint): validate frozen snapshot frequency
2026-07-28 23:21:23 +08:00
Vanzeren
e01173d8b2
bench(checkpoint): production-shaped full/delta benchmark with configurable snapshot frequency (#4467)
* feat(checkpoint): production-shaped full/delta benchmark with configurable snapshot frequency

- Group benchmark scripts into per-family folders (checkpoint/, sandbox/)
- Extract shared benchmark infrastructure into checkpoint_bench_common.py
- Add checkpoint_delta_snapshot_frequency config (default 1000, process-frozen);
  freeze it in make_lead_agent and DeerFlowClient; key the state-schema
  adaptation cache by resolved frequency
- New bench_production.py: per-case child processes run N ainvoke turns through
  the real lead-agent graph (scripted deterministic model, real AsyncSqliteSaver),
  then measure GET /state + POST /history through the real Gateway route stack
  in one event loop (httpx ASGITransport), cold/warm accessor-cache split,
  cross-mode digest gates
- New summarize_production.py: delta/full ratios plus decision metrics
  (snapshot_write_spike, cache_effect_ms, checkpoint_write_share,
  auto-discovered history per-limit ratios)

* fix(checkpoint): address production benchmark review
2026-07-27 11:47:49 +08:00
ShitK
0f0955bf7b
fix(client): preserve ToolMessage artifacts (#4422)
Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-25 09:47:58 +08:00
hataa
7857fa0cce
feat(authz): enforce tool authorization at assembly and runtime (#4370)
* feat(authz): enforce tool authorization at assembly and runtime

* fix(middleware): guard deferred tool setup lookup (#4370)

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-23 22:51:35 +08:00
lllyfff
01a89f2379
[feat] memory: pluggable MemoryManager interface for backend onboarding (#4326)
* refactor(memory): pluggable MemoryManager interface for backend onboarding

Optimize the MemoryManager interface layer so new backends (mem0/openviking)
onboard with less code and the contract stays stable as capabilities are
added. A minimal backend now implements only from_config + add + get_context
(verified by test_memory_manager_interface.py::_MinimalBackend onboarding via
the factory); the factory no longer knows a backend's private hooks.

- MemoryManager: ABC -> pydantic BaseModel; three-tier methods (tier-1
  add/get_context abstract; tier-2 management defaults; tier-3 optional hooks
  warm/reload/fact + on_pre_compress/on_turn_start). Dropped 3 self-serving
  hooks. 6 hasattr probe sites -> direct call + try/except NotImplementedError.
- from_config classmethod: factory thins to resolve + inject storage_path +
  collect host hooks + call from_config; DeerMem-specific hook consumption
  moved from factory to DeerMem.from_config.
- Invariants: @model_validator (mode='tool' requires search via supports_search
  ClassVar); DeerMemConfig storage_path-is-file check moved here from factory.
- Async: aadd/aget_context/asearch default to the sync path (speculative).
- Callbacks: MemoryCallbacks + LangfuseMemoryCallbacks; on_memory_llm_call
  subsumes tracing_callback (same signature/timing/mutation); deleted the
  tracing_callback field. DeerMem decoupled from langfuse (portability).
- noop keeps read-op empty overrides (avoids router 500s on the
  disable-memory-via-noop path); only delete/export inherit the base raise.

Behavior preserved: 661 passed / 13 skipped. Docs: backends/README.md rewritten
(three-tier + from_config + callbacks); samples README updated; removed stale
private doc paths.

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

* fix(memory): 501 on unsupported read/manage endpoints + accurate warm log

Review follow-up on the three-tier MemoryManager refactor.

- Read/manage endpoints (GET /memory, /memory/export, /memory/status,
  DELETE /memory, POST /memory/import) and the /memory/reload fallback now
  catch NotImplementedError -> 501, matching the fact-CRUD endpoints. The
  hasattr->try/except migration had skipped these: they were @abstractmethod
  before (every backend implemented them, so they never raised), so once they
  became tier-2 default-raise a minimal backend (only add + get_context) hit a
  raw 500 -- there is no global NotImplementedError handler. get_memory is
  shared via _get_memory_or_501 (covers /memory, export, status, reload
  fallback). noop is unchanged: its read-op empty overrides never raise.
- warm() base default returns None (tri-state: True=warmed, False=failed,
  None=nothing to warm) so the Gateway lifespan logs "skipping" for a
  non-DeerMem backend (e.g. noop) instead of the inaccurate "warmed
  successfully" it never earned. DeerMem.warm keeps True/False.
- Tests: 6 router 501 tests (read/manage + reload fallback) + 2 lifespan
  warm-log tests (None->skipping, False->warning); conformance/pluggable
  assert warm() is None.

705 passed / 13 skipped; lint clean.

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

* fix(memory): review follow-ups - search-flag consistency, client reload, backend_config purity

Address review feedback on the three-tier MemoryManager refactor:

- [Medium] supports_search/search drift: the invariant now requires the
  supports_search ClassVar flag to MATCH whether search() is actually
  overridden (type(self).search is not MemoryManager.search), so the flag
  can't drift from the impl. Catches both directions at instantiation: a
  backend that overrides search() but forgets supports_search=True (was a
  misleading tool-mode rejection), and one that sets the flag without
  overriding (was a runtime NotImplementedError on the first memory_search).
  noop sets supports_search=True to match its search() override. Conformance
  adds drift + consistent-backend tests.
- [Low] client.reload_memory fallback: wrap the get_memory fallback so a
  minimal backend (only add + get_context) surfaces a clean NotImplementedError
  ("implements neither reload_memory nor get_memory") instead of an uncaught
  propagation -- mirrors the router's 501. Test added.
- [Low] backend_config purity: DeerMem.from_config restores backend_config to
  the pure data the host passed after model_post_init parses the injected hooks
  into DeerMemConfig (self._config, PrivateAttr); the field stays serializable
  (no callables/LLM) and matches the README ("host hooks NOT in backend_config").
  Test asserts purity + hooks wired.
- [Low] CHANGELOG: breaking-change note that mode='tool' + non-search backend
  now fails fast at startup (was silently empty) so operators recognize it on
  upgrade.
- [Nit] .gitignore: drop the env-specific .tmp-pytest/ entry (--basetemp is
  local-only, not make test/CI).

709 passed / 13 skipped; lint clean.

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

* docs(changelog): correct memory tool-mode fail-fast note

The CHANGELOG entry said mode='tool' + a non-search backend "(e.g. noop)"
fails fast at startup, but noop overrides search() (returns []) and sets
supports_search=True (required by the consistency invariant), so noop IS
search-capable and noop+tool does NOT fail fast. The fail-fast only affects a
custom backend that onboards without overriding search(). Reworded to drop the
misleading noop example and state both shipping backends implement search().

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-22 14:40:57 +08:00
Vanzeren
42baed8c8c
feat(checkpoint): dual-mode checkpoint storage with LangGraph DeltaChannel (#4292)
* feat(checkpoint): dual-mode checkpoint storage with LangGraph DeltaChannel

Add a restart-required database.checkpoint_channel_mode ("full" default,
"delta") that stores the messages channel via LangGraph 1.2 DeltaChannel,
cutting checkpoint storage from O(n^2) to O(n) for append-only history.
Existing full checkpoints seed delta state transparently; no data migration.

- config: mode schema + freeze-on-first-use with
  CheckpointModeReconfigurationError; mode marker persisted in checkpoint
  metadata; unsafe delta->full downgrade rejected fail-closed with
  CheckpointModeMismatchError (run-level error, failed state read)
- state: delta message state schema; CheckpointStateAccessor centralizes
  materialized reads for all consumers (threads API, branches,
  regeneration, compaction, state updates, memory, goal workers)
- runtime: raw writers (run durations, interrupted title, thread goal)
  parent their checkpoints to the checkpoint they derive from, preserving
  delta ancestry; rollback forks the pre-run lineage through a state
  mutation graph with Overwrite restores; InMemorySaver delta-history
  override delegates to the base walk (fixes dropped first write after
  migration, also present upstream)
- tests: conformance suite over {memory, sqlite, postgres} covering
  migration replay, stable message IDs, storage shape and writer
  preservation; conftest fixture isolates the frozen mode between tests;
  stale config fakes refreshed
- ci: backend unit tests gain a postgres service

* fix(checkpoint): close materialization gaps in goal flow, guard public factory

- Route goal-continuation message reads through CheckpointStateAccessor:
  raw channel_values reads see the delta sentinel in delta mode, which
  disabled goal continuation (stand_down=no_durable_end_of_turn) after
  durable assistant turns. Raw tuples remain for tuple-only metadata
  (checkpoint id, pending_writes).
- Reject checkpoint_channel_mode='delta' + checkpointer in
  create_deerflow_agent at construction: factory-built persisted graphs
  bypass mode-marker injection and the fail-closed gate, reproducing
  silent mixed-mode state loss. Delta without persistence stays allowed.
- Import the postgres saver lazily (pytest.importorskip in the fixture)
  so the documented default install collects the suite; add a CI job
  running pytest --collect-only on uv sync --group dev without extras.
- Fix test_checkpointer fallback test to patch get_app_config at its
  use site (provider module), making it deterministic when a local
  config.yaml selects a persistent backend.

* fix(gateway): preserve extension-owned channels in state mutations, bump config version

- build_state_mutation_graph / build_checkpoint_state_mutation_accessor
  accept an explicit state_schema; branch and POST /state now compile the
  mutation graph from the thread's effective schema
  (graph_state_schema on the assistant graph). The base-ThreadState
  fallback silently discarded channels contributed by custom
  AgentMiddleware.state_schema on branch (data loss) and returned a
  false-success 200 on POST /state.
- POST /state validates values keys against the mutation graph's
  channels and rejects unknown fields with 422 instead of ignoring
  them; reducer detection covers extension channels
  (BinaryOperatorAggregate or DeltaChannel) so Overwrite replace
  semantics work for middleware reducers in both modes.
- Endpoint regression: custom AgentMiddleware.state_schema value
  survives branch, updates through POST /state, and an unknown field
  receives 422.
- config_version 26 -> 27 for the new database.checkpoint_channel_mode
  (example, Helm chart values + README, support-bundle fixture), so
  existing installs get the outdated-config warning and
  make config-upgrade merges the field; covered by a test driving the
  real example file and the real config-upgrade script.

* fix(gateway): resolve assistant schema via one boundary, copy branch reducer values with Overwrite

GET /threads/{id}/state now resolves the thread's assistant_id through a
single reusable boundary (thread metadata -> assistant_id -> effective
graph), so channels contributed by a custom AgentMiddleware.state_schema
are materialized instead of dropped by the default lead schema. POST
/state uses the same boundary instead of resolving the schema ad hoc.

Branch writes wrap every copied reducer channel in Overwrite (derived
from the effective mutation graph: BinaryOperatorAggregate + DeltaChannel),
not just messages, so already-aggregated values are never re-merged.

Regression tests use a real AgentMiddleware.state_schema with a
non-identity reducer in both full and delta modes: GET /state returns the
extension value, POST /state replaces it, branch preserves it
byte-for-byte; the unknown-field 422 is a separate assertion.

* refactor(checkpoint): collapse read-path round-trips and ship dual-mode parity tests

Address review round 4 on PR #4292:

- Push ahistory/history limit through Pregel into checkpointer.alist
  (SQL LIMIT) instead of materializing all rows and breaking in Python
- Fold the read-side mode-compat gate onto the returned snapshot's
  metadata; only writes keep the pre-write tuple fetch (fail-closed)
- Cache factory-built accessor graphs per (assistant_id, mode) with
  factory-identity revalidation; state reads no longer build a lead
  agent per request
- get_thread: one snapshot fetch + one raw pending_writes fetch on the
  resolved checkpoint (post-checkpoint __error__ writes never surface
  in snapshot.tasks; verified empirically)
- DeerFlowClient.get_thread: single checkpointer.list walk collects
  pending_writes per checkpoint instead of N get_tuple calls
- InMemorySaver delta-history patch: stand-down when the upstream
  override disappears, try/except guard, validated-version warning,
  guard tests
- make_lead_agent mode precedence: first freeze is owned by app_config
  (client-supplied configurable key ignored); once frozen, injected
  key/app_config must match or fail closed
- Rollback: lock in non-message channel restoration via fork
  inheritance with a dedicated reducer-channel test
- Add tests/test_threads_checkpoint_mode.py and
  tests/test_gateway_checkpoint_mode.py referenced by AGENTS.md and
  the PR validation section: lifecycle parity (memory + sqlite),
  per-step blob-count storage guard, gateway endpoint parity

Counted-saver tests pin checkpoint round-trips for aget/ahistory so
these regressions cannot silently return.

* fix(checkpoint): precise mode-mismatch HTTP mapping, gate E2E, and accessor resilience

- threads router: map CheckpointModeMismatchError to 409 (with cause and
  thread id) and CheckpointModeReconfigurationError to 503 across all state
  endpoints instead of swallowing both into a generic 500
- gate coverage: seed a real delta checkpoint into AsyncSqliteSaver and
  assert aget/aupdate/ahistory fail closed; assert 409 at the HTTP boundary
  through the real route stack
- rollback: compile the restore mutation graph with the thread's effective
  state schema per the build_state_mutation_graph contract
- inheritance contract locks: rollback and manual compaction preserve
  middleware-contributed channels via checkpoint fork cloning
- services: revalidate the accessor-graph cache against app_config identity
  so config.yaml hot-reloads never serve a stale compiled graph
- services: degrade full-mode state reads to raw checkpointer reads when the
  agent factory is unavailable (delta gate still applies; delta mode has no
  fallback)
- deps: override websockets==16.0 (langgraph-sdk 0.4.2's <16 pin silently
  downgraded 16.0 -> 15.0.1; pin is not grounded in any API incompatibility)
  and bump the langchain lower bound to what the lockfile actually resolves

* fix(checkpoint): include anchor checkpoint in degraded history walk + cover get_thread

- _RawCheckpointReadAccessor.ahistory: alist(before=...) is exclusive while
  pregel's get_state_history treats config.checkpoint_id as the inclusive
  start; fetch the anchor explicitly so both read paths paginate identically
- extend the degraded-path gateway test: GET /thread returns raw values, and
  POST /history with before starts at the anchor checkpoint

* fix(gateway): preserve degraded checkpoint timestamps

* fix(gateway): harden degraded checkpoint access

* fix(gateway): resolve assistants for checkpoint reads

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-22 08:33:29 +08:00
ChenglongZ
ca16b64b26
feat(agent): support config-declared lead middlewares (#3964)
* feat(agent): support config-declared lead middlewares

* fix(agent): preserve configured extension middlewares

* fix(agent): address middleware extension review

* fix(agent): tighten middleware extension docs and tests
2026-07-21 09:39:44 +08:00
Aari
bc9c027a54
fix(uploads): claim the converted markdown filename before writing it (#4288)
* fix(uploads): claim the converted markdown filename before writing it

* doc(changelog): record the converted-markdown filename collision fix

Covers both surfaces that report markdown_file: the gateway uploads route
and DeerFlowClient.upload_files.

* fix(uploads): release the claimed markdown name when conversion fails

Claiming the companion .md name before conversion means a conversion that
writes nothing leaves the name reserved for the rest of the request, so a
later same-stem upload is renamed against a name nothing occupies. Uploading
notes.docx (conversion fails) + notes.md stored the user's file as notes_1.md
with no notes.md on disk, where main kept notes.md.

Discard the claim when conversion returns None, at both call sites that
pre-claim it. Covers both victims: a later same-stem .md upload, and the next
convertible's companion.
2026-07-19 17:24:31 +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
DanielWalnut
4e209827f3
feat(agent): Add subagent total delegation cap (#4115)
* fix subagent total delegation cap

* fix embedded subagent run cap context

* fix subagent cap config consistency

* fix resumed subagent run cap boundary

* fix legacy resume subagent boundary

* address subagent cap review feedback

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-13 19:26:07 +08:00
Ryker_Feng
ebc09ce130
feat(mcp): auto-promote deferred MCP tools from routing hints (#4019)
* feat(mcp): auto-promote deferred MCP tools from routing hints

When tool_search.enabled=true defers MCP tool schemas, PR1 routing hints
still require the model to spend a tool_search discovery round trip before
it can call the tool the routing metadata already points at. This adds a
McpRoutingMiddleware that matches the latest user message against PR1
routing keywords and promotes the matching deferred schemas before the
model call, removing that round trip.

Design (soft routing, opt-in, additive):
- Matches only the latest real HumanMessage (shared is_real_user_message
  helper, reused by SkillActivationMiddleware so the two cannot drift);
  case-insensitive substring match, no tokenizer dependency.
- Ordering: priority desc, then tool name asc; capped by the new global
  tool_search.auto_promote_top_k (default 3, clamped 1..5). Does not add or
  consume a per-tool auto_promote_top_k (PR1 schema unchanged); a per-tool
  value is ignored with a DEBUG note.
- Returns a plain {"promoted": ...} state update (not a Command) and relies
  on ThreadState.merge_promoted for union/dedupe, so auto-promote and a
  model-triggered tool_search converge on the same catalog hash.
- Installed before DeferredToolFilterMiddleware on every deferred-tool path
  (lead agent, subagent, embedded client, webhook via shared builders);
  a construction-time assert rejects the reversed order. catalog_hash is
  None / no routing index is a complete no-op, so bootstrap and ACP skip it.
- Privacy: never executes tools, never promotes policy-filtered tools, adds
  no routing keywords or matched tool names to trace metadata or INFO/WARN
  logs.

No behavior change when tool_search.enabled=false.

Tests: index construction, matching semantics, middleware state updates,
same-cycle deferred-filter interaction, lead/subagent/embedded-client
builder wiring + order invariant, config clamping, config.example.yaml
parseability, and privacy assertions.

* refactor(mcp): address auto-promote review nits

- executor: access app_config.tool_search.auto_promote_top_k directly to match
  the lead-agent and embedded-client paths (drop the over-defensive getattr that
  masked missing config); update the subagent test mock to carry tool_search.
- tool_search / mcp_routing_middleware: cross-reference the duplicated routing
  priority/keyword normalization between the builder and the middleware's
  defensive _normalize_index so they cannot silently drift.
- MCP_SERVER.md: document that auto-promote keyword matching is a case-insensitive
  substring test (not word-boundary), advising distinctive keywords.
2026-07-10 07:54:36 +08:00
Tianye Song
28f2b07b79
feat(memory): add staleness review to prune silently-outdated facts (#3860)
* feat(memory): add staleness review to prune silently-outdated facts

Facts created long ago may become outdated without any future conversation
explicitly contradicting them ("Silent Staleness").  This adds a staleness
review mechanism that surfaces aged facts to the LLM during the normal
memory-update call so it can semantically judge whether each is still valid.

- New MemoryConfig fields: staleness_review_enabled, staleness_age_days,
  staleness_min_candidates, staleness_max_removals_per_cycle,
  staleness_protected_categories
- New STALENESS_REVIEW_PROMPT section injected into MEMORY_UPDATE_PROMPT
  when enough stale candidates exist
- New staleFactsToRemove output field in the LLM response schema
- Safety cap limits max removals per cycle, keeping lowest-confidence
  entries when the LLM returns more than the cap
- Correction facts (category=correction) are protected by default
- Observability via structured logging of each removal with reason
- 32 unit tests covering parsing, selection, triggers, formatting,
  normalization, safety cap, and integration

* fix(memory): add deterministic guardrail for staleness removals

_apply_updates previously removed any fact id the LLM returned in
staleFactsToRemove without verifying it was in the actual staleness
candidate set.  An LLM slip could silently delete protected-category
facts (e.g. correction) or fresh facts, defeating the stated guarantee.

Now intersect stale_ids_to_remove with _select_stale_candidates before
the safety cap, making the protection independent of both model behavior
and the staleness_review_enabled flag.

Add three regression tests:
- test_protected_category_fact_refused_at_apply
- test_non_aged_fact_refused_at_apply
- test_guardrail_runs_when_staleness_review_disabled

* docs(memory): sync AGENTS.md staleness config + simplify datetime parsing

Address reviewer feedback from PR #3860:
- Add staleness workflow step and 5 new config fields to backend/AGENTS.md
- Simplify _parse_fact_datetime: drop manual Z→+00:00 replace, Python 3.12+ fromisoformat handles Z natively

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-06 15:09:56 +08:00
Tianye Song
15454b6fec
feat(skills): deferred skill discovery via describe_skill tool (#3775)
Replace the full-metadata <available_skills> system-prompt block with a
compact <skill_index> (names only) and an on-demand describe_skill tool
when skills.deferred_discovery: true (default: false / backward compat).

New modules:
- skills/catalog.py — SkillCatalog (immutable, searchable; select: has no
  cap, keyword/prefix search caps at MAX_RESULTS=5)
- skills/describe.py — build_describe_skill_tool(catalog) closure;
  build_skill_search_setup() wires SkillSearchSetup into both the
  LangGraph agent factory (agent.py) and DeerFlowClient (client.py)

Changes:
- Skill @dataclass(frozen=True); allowed_tools/required_secrets list→tuple
- Skill First prompt line gated on skill_names (deferred vs legacy wording)
- get_skills_prompt_section: short-circuit storage on deferred path;
  merge user_id (upstream) + skill_names (this PR) params
- describe_skill tool parameter named "name" (matches prompt wording)
- select: branch removes [:MAX_RESULTS] cap (exact request, not ranking)
- AGENTS.md: document deferred_discovery config field + new modules

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-04 23:09:29 +08:00
Zhipeng Zheng
53a80d3ad1
feat(skills): per-user custom skill isolation with sandbox mounting (#3889)
* feat(skills): per-user skill isolation (#2905)

Implement user-scoped skill storage that isolates custom skills between
users while sharing public skills globally.

Key changes:
- Add UserScopedSkillStorage class for per-user custom skill directories
- Introduce get_or_new_user_skill_storage() factory with user_id context
- Auth middleware sets effective_user_id for request-scoped storage
- Agent/prompt/middleware now use user-scoped storage and prompt cache
- Sandbox mounts user-scoped skill directories for search/read tools
- Add validate_skill_file_path() to SkillStorage for path security
- Migration script supports --all-users bulk migration
- Frontend: add editable field to Skill type, error check in enableSkill
- All skill categories can be toggled (custom skills default to enabled)
- Update skill-creator SKILL.md with isolation-aware instructions

Tests:
- Add test_user_scoped_skill_storage.py (new)
- Update all existing skill tests for user-scoped storage
- Update sandbox, client, and router tests

* fix(skills): address second-round PR review feedback (#3889)

- P1-1: restrict legacy skill mount to users without custom skills
- P1-2: fail-closed for _is_disabled_skill_path (OSError → return True)
- P2-1: AND-merge global extensions_config skill disabled state
- P2-2: atomic write for _skill_states.json (mkstemp + replace)
- P2-3: normalize X-DeerFlow-Owner-User-Id in trusted boundary
- P2-4: LRU-bounded _enabled_skills_by_config_cache (OrderedDict, maxsize=256)
- P2-5: clear global prompt cache on PUBLIC skill toggle
- P2-6: invalidate skill caches on client.update_skill

* fix(tests): correct tool policy test after merge

* fix(skills): use DEFAULT_SKILLS_CONTAINER_PATH in UserScopedSkillStorage

The "/mnt/skills" literal in UserScopedSkillStorage.__init__ triggers
test_skill_container_path_defaults::test_mnt_skills_literal_is_owned_by_skill_constants_module
on CI. Migrate the default to the existing deerflow.constants constant,
matching the pattern already used by LocalSkillStorage, SkillStorage, and
the durable/tool_error middlewares.

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-04 13:54:04 +08:00
DanielWalnut
25ea6970a6
feat(runtime): implement goal continuations (#3858)
* implement goal continuations

* fix(goal): address review findings for goal continuations

- goal: key the no-progress breaker on a signature of the latest visible
  assistant evidence instead of the evaluator's volatile free-text, so it
  actually fires on stalled turns; thread the signature through every
  worker persist / no-progress call site
- goal: align _stand_down_reason default caps with should_continue_goal
  (8 / 2) so the two gate functions agree on goals missing the fields
- runtime: offload the synchronous checkpointer fallback via
  asyncio.to_thread (goal.py + worker.py) to keep blocking IO off the loop
- frontend: i18n the GoalStatus "Goal" label (goalLabel in en/zh/types)
- frontend: extract pure composer helpers into input-box-helpers.ts with
  unit tests (parseGoalCommand, readGoalResponseError, skill suggestions)
- tests: cover the evidence-based no-progress and default-cap behavior
- docs: align backend/AGENTS.md goal paragraph with actual behavior
- e2e: prettier-format chat.spec.ts (fixes the lint-frontend CI failure)

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

* feat(frontend): hide goal continuation counter until the agent continues

The goal status bar rendered a raw "0/8" before any auto-continuation, which
read as a mysterious score. Now the counter is hidden until
continuation_count > 0, then shows "Continuing N/M" with a tooltip explaining
the auto-continuation cap.

- Extract getGoalContinuationDisplay into a pure helper (hides at 0) + unit tests
- Add goalContinuing / goalContinuationTooltip i18n keys (en/zh/types)

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

* fix(goal): address review findings for goal continuations

Frontend correctness
- Fix the optimistic /goal result permanently shadowing server goal state:
  the streamed continuation counter never surfaced for a goal set in-session.
  Extract a shared useActiveGoal hook (used by both chat pages) that reconciles
  the optimistic copy with server state via a goalReconciliationKey, de-duping
  the copy-pasted goal block across the two pages.
- Stop /goal status|clear failures from escaping handleSubmit as unhandled
  rejections (handleGoalCommand now returns success; the run only starts when a
  goal was actually saved).
- Use a function replacer for the goal-status toast so an objective containing
  $&/$1 isn't treated as a replacement pattern.

Backend cleanliness / correctness
- De-duplicate four byte-identical helpers (_call_checkpointer_method,
  _message_type, _additional_kwargs, _is_visible_message) by importing them
  from runtime.goal instead of re-defining them in the run worker.
- Remove the dead `checkpoint_tuple.tasks` durability guard (CheckpointTuple has
  no tasks field) and document that pending_writes is the durability signal.
- Decompose the 176-line _prepare_goal_continuation_input: extract
  _reread_goal_and_checkpoint and a _persist closure so the thread-unchanged
  guard and stand-down persistence aren't open-coded three times. Document the
  last-writer-wins write-window limitation as a follow-up.
- Add a shared parse_goal_command helper and use it from the TUI and IM-channel
  /goal handlers (one place for the status/clear/set semantics).

Tests
- Restore the 11 command-registry tests dropped by the previous goal change
  (filter_commands ranking/description, build_registry builtins/skills, resolve
  cases) alongside the new goal tests.
- Add coverage for the IM-channel _handle_goal_command, the TUI _handle_goal
  handler, parse_goal_command, and goalReconciliationKey.

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

* fix goal review feedback

* fix goal continuation checkpoint races

* prioritize goal commands while streaming

Route composer submits through a shared helper so /goal commands can be handled before the streaming stop shortcut, while ordinary streaming submits still stop the active run.

Testing: cd frontend && pnpm exec rstest run tests/unit/components/workspace/input-box-helpers.test.ts tests/unit/components/workspace/goal-status-helpers.test.ts; cd frontend && pnpm check

* preserve goal status during clarification

Keep omitted stream goal fields distinct from explicit null clears so clarification interrupts do not hide an active thread goal that is still present in the checkpoint.

Testing: pnpm exec rstest run tests/unit/components/workspace/use-active-goal.test.ts tests/unit/components/workspace/input-box-helpers.test.ts tests/unit/components/workspace/goal-status-helpers.test.ts; pnpm check; git diff --check

* style: format active goal hook

Run Prettier on use-active-goal.ts to satisfy the frontend lint workflow formatting gate.

Testing: pnpm format; pnpm exec rstest run tests/unit/components/workspace/use-active-goal.test.ts tests/unit/components/workspace/input-box-helpers.test.ts tests/unit/components/workspace/goal-status-helpers.test.ts; pnpm check; git diff --check

* fix goal review followups

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-03 08:49:33 +08:00
Ryker_Feng
167ef4512f
feat(memory): add memory.token_counting config to avoid tiktoken network dependency (#3429) (#3465)
* feat(memory): add memory.token_counting config to avoid tiktoken network dependency (#3429)

Add a `memory.token_counting` option (`tiktoken` | `char`) so deployments in
network-restricted environments can opt out of tiktoken entirely. In `char`
mode the memory-injection budget uses a network-free character-based estimate
and never triggers the BPE download from openaipublic.blob.core.windows.net,
which could otherwise block for tens of minutes (see #3402).

Also harden the default `tiktoken` path:
- cache an in-flight LOADING sentinel so concurrent callers fall back
  immediately instead of spawning more blocking get_encoding threads when the
  first load is still running (e.g. under the 5s startup warm-up timeout);
- cache failures with a timestamp and retry after a cooldown so a transient
  network outage self-heals back to accurate counting without a restart;
- skip startup warm-up entirely in char mode.

The new config is surfaced via the memory config API and config.example.yaml
(config_version bumped). Default remains `tiktoken`, so existing deployments
are unaffected.

* fix(memory): use CJK-aware char token estimate and address review feedback

- Replace the flat len(text)//4 fallback with a CJK-aware estimate so
  Chinese/Japanese/Korean memory content does not over-fill the injection budget
- Document the internal tiktoken retry cooldown and char-mode escape hatch
- Sync CLAUDE.md / config.example.yaml / MEMORY_IMPROVEMENTS.md wording
- Fix MemoryConfigResponse mocks/assertions and add CJK estimate tests
2026-06-10 23:26:15 +08:00