12 Commits

Author SHA1 Message Date
RongfuShuiping
2aaf74b0f8
feat(memory): add OpenViking HTTP backend (#4509)
* feat(memory): add OpenViking HTTP backend

* fix(memory): harden OpenViking lifecycle

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-28 23:36:25 +08:00
qin-chenghan
795af20a6b
feat(memory): built-in FTS5/BM25 retrieval adapter (#4360)
* feat(memory): integrate FTS5 retrieval adapter

* deps: add jieba as default dependency for Chinese tokenization

Without jieba, FTS5 unicode61 tokenizer treats entire Chinese sentences
as single tokens, making single-character or sub-phrase searches
impossible (e.g. '吃' or '油泼面' returns 0 hits against
'用户喜欢吃油泼面'). jieba segments Chinese text into meaningful tokens
before indexing.

* fix(memory): avoid treating hyphens as FTS5 operators

* feat(memory): make Chinese tokenization optional

* fix(memory): warm every requested retrieval scope

* fix(memory): close retrieval resources on shutdown

* fix(memory): close backend when shutdown flush fails

* fix(memory): recreate corrupt retrieval index

* fix(memory): tolerate partial retrieval rebuilds

* fix(memory): warm retrieval index in background

* fix(memory): preserve shutdown flush budget

* fix(memory): stop retrying partial lazy rebuilds

* fix(memory): close retrieval through storage

* refactor(memory): simplify retrieval scope limit

* docs(memory): clarify retrieval shutdown lifecycle

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-27 23:17:18 +08:00
lllyfff
8145d66a33
feat(memory): memory message processing (#4447)
* feat(memory): signals-based update pipeline + always-on watermark/trivial filter

Refactor the DeerMem memory update pipeline (message_processing -> queue ->
updater) around a signals frozenset seam, replacing the
(filtered, correction_detected, reinforcement_detected) 3-tuple with
(filtered, signals: frozenset[str]) end to end.

message_processing:
- Externalize signal-detection patterns to YAML (message_patterns/*.yaml).
- Extend signals from correction/reinforcement to a 6-class set
  (correction/reinforcement/preference/identity/goal/decision); detect_signals
  returns a frozenset aligned with the fact category enum.
- Pure-acknowledgment turns ("ok"/"好的"/...) are always filtered out before
  enqueue (whole-message fullmatch), saving an extraction LLM call.

queue (core/queue.py):
- In-memory list + debounce timer, with flush_sync (graceful-shutdown drain
  that joins an in-flight worker under a hard timeout) and queue_max_depth
  backpressure (signal-bearing updates always admitted; QueueFull otherwise).
- Same-key updates coalesce with a signal union; per-batch success/fail summary.

updater (core/updater.py):
- head500+tail500 message truncation (replaces the 1000-char head chop).
- Always-on per-thread watermark: feed only messages added since the last
  extraction. The watermark is in-memory and is not advanced on failure, so a
  failed/lost update is re-fed on the next conversation turn.
- [MANUAL] prompt marker for user-authored facts (source.type="manual").
- Post-invoke extraction_callback (host-injected) emitting facts_extracted /
  facts_accepted / rejected_low_confidence; the host default logs metrics and
  flags >60% rejection.

Confidence filtering remains in _apply_updates (the existing
fact_confidence_threshold check); there is no separate write gate.
Consolidation stays opt-in (lossy). The ABC add/add_nowait signature is
unchanged, so the summarization flush hook and host are unaffected.

Tests: add test_message_processing_signals, test_updater_truncation,
test_updater_watermark; update queue/updater/consolidation/staleness/pluggable
tests for the signals seam.

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

* fix(memory): harden update pipeline per PR review

- Catch QueueFull in DeerMem.add/add_nowait so backpressure degrades to
  'update skipped' instead of propagating into after_agent /
  summarization_hook and breaking the agent run (peer middlewares
  self-guard; MemoryMiddleware was the lone exception). Emergency
  (add_nowait) always admits under backpressure -- its data cannot be
  re-fed next turn.
- Rewrite the watermark from index-based to content/identity-based
  (_message_identity + _feed_after_watermark) so it stays correct when
  summarization removes the conversation front -- an index watermark
  pointed at the wrong message and silently skipped un-extracted tail
  turns. The emergency flush bypasses the watermark (bypass_watermark on
  ConversationContext, threaded through update_memory) and coexists with
  (does not replace) a pending normal update, so a flush cannot drop a
  pending update's un-extracted tail.
- Populate facts_accepted / rejected_low_confidence inside _apply_updates
  at the real confidence-filter site (passed_threshold) instead of
  re-deriving the threshold in _finalize_update -- eliminates metric drift.
- Emit extraction metrics in a finally with an 'attempted' flag so
  exception failures (parse error, apply_changes raise after retry) are
  observable, not only the happy path.
- Re-detect signals on the post-watermark feed for the extraction hint so
  it no longer references turns the LLM cannot see; admission-time signals
  still drive backpressure.
- Move the post-batch reschedule inside the queue lock to close a
  non-atomic self._timer race with a concurrent add.

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

* fix(memory): address follow-up review nits (LRU, metric name, docstring)

- Bound the in-memory watermark cache with a configurable LRU
  (watermark_max_keys, default 4096, 0=unbounded). A dropped key re-extracts
  one batch on that thread's next turn (the documented restart behavior), so
  eviction is safe and preserves the content-identity watermark's
  front-removal guarantee. Adds _watermark_get/_watermark_set helpers and a
  bounded-LRU regression test.
- Rename the extraction metric facts_accepted -> facts_passed_confidence so
  the name matches what the >60% rejection-rate warning assumes (a
  confidence-gate signal, not a persisted-fact count); drop the stale
  "historical semantics" justification. Brand-new callback, one consumer.
- Fix the stale test_message_processing_signals module docstring: the signals
  seam is already swapped to frozenset, and a stale stage-numbering prefix is
  removed.

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-26 21:16:36 +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
Lee minjing
e225ad57d7
feat(uploads): lazy-load historical files via list_uploaded_files tool (#4174)
* feat(uploads): lazy-load historical files via list_uploaded_files tool

Replace per-turn injection of all historical upload metadata with on-demand
discovery via a new `list_uploaded_files` built-in tool, following the same
deferred-discovery pattern used by skills.

- Rename <uploaded_files> block to <current_uploads> (current-run files only)
- Add list_uploaded_files tool with include_outline: bool|list[str]
- Extract outline helpers to shared deerflow/utils/file_outline.py
- Update system prompt to reflect lazy-loading behaviour
- Historical file scan removed from UploadsMiddleware.before_agent()

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

* fix(uploads): clear uploaded_files state when no new files in current turn

When before_agent() returns None on empty turns, the LastValue
uploaded_files field retains the previous turn's filenames.
list_uploaded_files then incorrectly excludes those files as
"current-run" files, making them invisible until the next upload.

Fix: return {"uploaded_files": []} instead of None to explicitly
clear state. Add two-turn regression test covering the exact
scenario from review feedback.

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

* fix: resolve CI lint errors and stale test assertion from merge

- Split long prompt line to fit 240-char limit
- Add missing `Any` import in list_uploaded_files_tool
- Remove unused `re` import in file_conversion (outline code moved)
- Remove unused `os` import in middleware test
- Fix test assertion: <uploaded_files> → <current_uploads> after main merge

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

* fix: resolve CI lint errors and stale test assertion from merge

- Split long prompt line to fit 240-char limit
- Add missing `Any` import in list_uploaded_files_tool
- Remove unused `re` import in file_conversion (outline code moved)
- Remove unused `os` import in middleware test
- Fix test assertion: <uploaded_files> → <current_uploads> after main merge

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

* fix: add current_uploads to input sanitization exempt tags

The lazy-loading PR renamed <uploaded_files> to <current_uploads>.
The anti-drift guard scans all framework XML blocks and requires each
to be either blocked or explicitly exempted. current_uploads wraps
trusted server-generated file metadata, not user input, so it belongs
in the exempt set.

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

* test: regenerate replay golden after uploaded_files state change

before_agent now returns {"uploaded_files": []} instead of None,
adding uploaded_files to SSE values events. Regenerated via
DEERFLOW_WRITE_GOLDEN=1.

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

* fix: review feedback — memory pipeline, stale tags, state clearing, nits

- Match both tags in memory stripping pipeline (uploaded_files|current_uploads)
- Remove stale uploaded_files from _BLOCKED_TAG_NAMES
- Clear uploaded_files on all before_agent early-return paths
- Fix ponytail: stray word in file_conversion re-export comment
- Remove dead total_omitted branch in _format_omitted_summary
- ruff format fixes

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

* fix: block current_uploads, sanitize only original user content

Per review feedback: instead of exempting <current_uploads> (which
allows user forgery), move it to _BLOCKED_TAG_NAMES and change
InputSanitizationMiddleware._process_request to scan only the
original user content (ORIGINAL_USER_CONTENT_KEY) when available.
Server-injected trusted blocks are no longer checked against the
blocked-tag denylist.

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

* docs: clarify fallback reason in input sanitization comment

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

* @
fix: third-round review feedback — state visibility, sanitization, regex, nits

- list_uploaded_files_tool: logger.warning instead of silent try/except
  on runtime.state read failure (High)
- input_sanitization_middleware: _extract_text_from_content skips empty
  text blocks to match message_content_to_text behaviour; rfind fallback
  path logs warning for observability (Medium)
- memory pipeline regexes: backreference (?P<tag>)(?P=tag) in
  message_processing.py and prompt.py (Low)
- file_conversion.py: re-export moved to top of file (Low)
- Tests: middleware→tool state bridge test; integrated forged-tag +
  multimodal sanitization tests

PR #4174 — Follow-up issues: #4212, #4213, #4214

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

* @
fix: 4th-round review — denylist, sanitization, scandir, nits

- Add "uploaded_files" back to _BLOCKED_TAG_NAMES (old tag still processed by
  deermem; user forgery must be escaped) (consistency)
- Fix inaccurate rfind-fallback comment: UploadsMiddleware keeps string as
  string, fallback is unreachable for strings (doc fix)
- Distinguish "empty string key" (upload without text) from "non-string key"
  (caller forgery) so empty-text uploads never escape the server block (edge)
- Merge dual os.scandir(uploads_dir) calls into one list re-use (minor)
- Add comment on .md sibling skip known limitation: user-uploaded .md files
  whose stem collides with a converted doc are hidden (boundary, no code change)

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

* @
fix: tighten rfind-failure fallback — distinguish server blocks from user blocks

When _extract_text_from_content and message_content_to_text disagree on
multimodal list content and rfind fails, use content[0] (server-injected
<current_uploads> block) vs content[1:] (user blocks) to sanitize only
user blocks.  Raw strings and non-standard dict blocks that
_extract_text_from_content misses are now also sanitized.

Non-distinguishable paths (< 2 text blocks, non-list content) still
degrade to full sanitization (safe — server block may be escaped but
user forgery never leaks).  All fallback paths log via logger.warning.

Decision 18 / willem-bd 4th-round comment #3

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

* @
fix: correct comments referencing text_blocks → content in rfind fallback

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

* fix: 5th-round review — dead code, subagent gating, integration test, perf, consistency

- Delete unreachable ORIGINAL_USER_CONTENT_KEY guard in rfind fallback
  branch (original_user_content guaranteed non-empty str at that point)
- Remove list_uploaded_files from BUILTIN_TOOLS; add include_upload_tool
  param to get_available_tools(), default True; task_tool.py passes False
  so subagents no longer receive a tool whose state exclusion is broken
- Add integration test exercising real create_agent graph (not mocked
  runtime.state) to verify LangGraph propagates before_agent state writes
  into ToolRuntime.state during same-turn tool calls
- Cache DirEntry.stat() st_size in candidates tuple to avoid second
  per-file syscall in the rendering loop
- Make the upload-tag pre-check case-insensitive (content_str.lower())
  to match _UPLOAD_BLOCK_RE re.IGNORECASE

PR #4174 — willem-bd 5th-round review items #1-#5

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

* fix(channels): pass files metadata through _human_input_message() for IM uploads

_human_input_message() was not passing additional_kwargs.files to the
downstream message. UploadsMiddleware read no files, wrote
uploaded_files=[], and list_uploaded_files reported same-run IM
attachments as historical files (fancyboi999 repro).

Fix: add files parameter to _human_input_message(), call site passes
files=uploaded. Regression test locks the contract.

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

* fix(channels): remove legacy <uploaded_files> manual prepend to fix double-injection regression

Commit 8d86dbf6 added files= pass-through to UploadsMiddleware but
left the manual _format_uploaded_files_block() prepend in place.
Every IM attachment reached the model twice — once via the legacy
<uploaded_files> block and once via <current_uploads>.

This commit removes the manual prepend and the now-dead
_format_uploaded_files_block() function. UploadsMiddleware is the
sole upload-context producer for both IM and web paths.

Reported-by: fancyboi999 (PR review)
Co-Authored-By: Claude <noreply@anthropic.com>

* docs: update #4212 issue body to reflect completed fixes and narrowed remaining scope

* chore: remove temporary scratch file

* fix(middleware): neutralize user-derived values inside <current_uploads> block

Upload-derived filenames, paths, outline titles, and preview text are
interpolated verbatim inside the trusted <current_uploads> wrapper,
which InputSanitizationMiddleware exempts from sanitization. A crafted
filename or document heading containing blocked authority tags would
bypass the guardrail and enter model context as trusted framework data.

Fix: call neutralize_untrusted_tags() on all four user-derived values
inside _format_file_entry(), preserving the outer <current_uploads>
wrapper untouched.

Reported-by: fancyboi999 (P1 security review)
Co-Authored-By: Claude <noreply@anthropic.com>

* fix(middleware): neutralize extension labels in omitted-file summary

Files exceeding the 10-item context cap bypass _format_file_entry().
Their extensions, derived from user-controlled filenames via
_extension_label(), were interpolated verbatim into the trusted
<current_uploads> wrapper — another path for blocked authority tags
to escape the guardrail.

Fix: neutralize extension values inside _extension_label(), the
single extraction point for all extension labels.

Reported-by: fancyboi999 (P1 security review)
Co-Authored-By: Claude <noreply@anthropic.com>

* fix(tools): neutralize user-derived values in list_uploaded_files tool result

Apply neutralize_untrusted_tags() to every model-visible user-derived value
returned by list_uploaded_files: filename, virtual path, extension, outline
titles, outline preview lines, and omitted-file extension summary.

This closes the last remaining injection bypass in the upload lazy-loading
path - the <current_uploads> block and its omitted summary were already
neutralized (previous commits), but the list_uploaded_files tool produced
a second exit for the same attacker-controlled metadata that
ToolResultSanitizationMiddleware did not cover.

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

* fix(tests): add missing include_upload_tool=False to task_tool mock assertions

PR #4174 added include_upload_tool parameter to get_available_tools().
task_tool.py correctly passes include_upload_tool=False for subagents
but 5 existing tests' assert_called_once_with expectations were not
updated, causing CI failures.

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-22 14:02:56 +08:00
RongfuShuiping
4bf028d048
feat(memory): add incremental agent-scoped Markdown fact storage (#4279)
* feat(memory): add Markdown fact storage repository

* docs(memory): explain storage rewrite for beginners

* docs(memory): fix plan markdown formatting

* refactor(memory): separate global summaries from agent facts

* fix(memory): make Markdown fact updates incremental and safe

* Update STORAGE_REWRITE_CHANGES.md

* Delete docs/plans/STORAGE_REWRITE_PLAN.md

* Delete docs/plans/STORAGE_REWRITE_CHANGES.md

* fix(memory): address Markdown storage review feedback

* fix(memory): complete review follow-ups

* fix(memory): resolve storage review findings

* feat(memory): add proactive Markdown migration CLI

* fix(memory): harden Markdown storage concurrency

* fix(memory): harden markdown storage migration

* fix(memory): close migration review gaps

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
Co-authored-by: qin-chenghan <qinchenghan@Huawei.com>
2026-07-22 07:46:03 +08:00
Tianye Song
8511fa6aa3
fix(memory): consolidated facts inherit expected_valid_days from sources (#4225)
* fix(memory): consolidated facts inherit expected_valid_days from sources

Consolidation (#3996) and per-fact expected_valid_days (#4143) were both
authored by the same contributor but never connected: the consolidated
new_fact carried the newest source's createdAt but no expected_valid_days,
so _effective_fact_staleness_age fell back to the global staleness_age_days.
A merge of several 200-day-old stable facts (each evd=3650) would land with
no evd, read as a 90-day window, and re-enter the staleness candidate set on
the very next cycle - the merge discarded the lifetime signal of the
underlying information and contradicted consolidation's premise (these are
stable, related facts worth synthesising).

Fix: the merged fact inherits expected_valid_days set so it is re-reviewed at
the EARLIEST source review deadline (min(createdAt + expected_valid_days)
across sources, relative to the merged fact's createdAt = the newest source's).
A merge combines details from every source, so a volatile sub-detail (evd=7)
must not inherit a stable source's 3650-day window and escape staleness review
for years - staleness KEEP/REMOVE is the only path that re-validates a merged
fact, so biasing toward the soonest deadline keeps uncertain merges re-checked
sooner. A source already past its deadline yields a minimal positive window
(review next cycle) rather than the global fallback, which would defer an
overdue review. Capped at the creation-time staleness_max_lifetime_multiplier
like any new fact. Omitted when no source carries a valid evd (legacy facts
fall back to the global age at read time, matching pre-feature behaviour).

DRY: extract _read_expected_valid_days(fact) -> int | None, the shared type
rule (int/float, reject bool, coerce to int BEFORE the > 0 guard) previously
inlined in four places - _normalize_memory_update_fact,
_effective_fact_staleness_age, the newFact creation cap, and consolidation
inheritance. All four call the single helper. Coercing before the guard
matters for values in (0, 1): 0.5 passes a raw > 0 check but truncates to 0,
which would violate the helper's "positive int or None" contract; the order
now matches the original _normalize_memory_update_fact rule.

No prompt/schema change: consolidation's prompt does not surface source evd to
the LLM, so asking the model to assign a merged lifetime would be guessing
without signal. Source inheritance is deterministic and always available.

Tests: consolidation evd cases now use time-stable createdAt (relative to now
via a _days_ago helper) covering - earliest-deadline selection, creation-cap
clamp, omit when no source evd, volatile source governs the deadline (and
re-enters staleness next cycle), overdue source clamps to a minimal window,
float coercion. Plus TestReadExpectedValidDays / TestEffectiveFactStalenessAge
regression cases for the (0, 1) coercion-order fix.

* fix(memory): reject non-finite expected_valid_days before int coercion

The shared _read_expected_valid_days helper (introduced when consolidating the
evd type rule across four call sites) coerces with int(raw) before the > 0
guard - reversing the original _normalize_memory_update_fact order so that a
fractional 0.5 does not leak as 0. But int(raw) raises for non-finite floats:
int(nan) raises ValueError and int(inf)/int(-inf) raise OverflowError. Python's
JSON decoder accepts NaN / Infinity as floats by default, so a single malformed
expected_valid_days in a hand-edited memory.json would abort staleness selection
or consolidation instead of falling back to the global lifetime.

On main, _effective_fact_staleness_age checked raw > 0 first, so NaN fell back
safely (nan > 0 is false) - but inf did NOT (inf > 0 is true, so main also
crashed on inf). This helper is now the persisted-fact read path for both
staleness and consolidation, so the regression (and the pre-existing inf crash)
must be closed here.

Fix: require math.isfinite(float(raw)) before the int() coercion, then keep
the existing positivity check and fallback. NaN / +/-inf all return None, so
callers fall back to the global staleness_age_days. Normal int/float values
(including large ones) are unaffected - isfinite is a no-op for them.

Tests:
- TestReadExpectedValidDays.test_rejects_non_finite_values - NaN, inf, -inf
  return None (not raise).
- TestEffectiveFactStalenessAge.test_falls_back_for_non_finite_values - the
  persisted-fact read path returns the global age for each, no raise.
- test_consolidation_with_non_finite_source_evd_does_not_raise - end-to-end:
  a NaN-evd source merged with a stable source does not abort consolidation;
  the NaN source's effective lifetime falls back to the global 90 and its
  deadline participates in the earliest-deadline computation.

* test(memory): hoist _select_stale_candidates import + tidy deadline docstring

Two review nits from the latest pass:

- `_select_stale_candidates` was imported inline inside three test methods;
  hoisted to the module-level import block so the dependency is declared once.
- `test_consolidated_evd_volatile_source_with_equal_created_at_future_deadline`
  had an abandoned calculation in its comment ("3 + 7 = 10 ... minus 3 already
  elapsed = 7? No:") that could mislead future readers into thinking
  elapsed-since-creation factors into the inherited window. Collapsed to a
  single clear line stating the window is relative to the merged createdAt,
  regardless of the source's current age.

* fix(memory): reject huge-int expected_valid_days above timedelta.max.days

_read_expected_valid_days routed every numeric value through float(raw) for the
math.isfinite guard, but Python's JSON decoder parses an integer literal with
no decimal point as an arbitrary-precision int (unlike 1e400, which decodes to
float inf). So a hand-edited memory.json carrying "expected_valid_days": 10**400
raised OverflowError in float(raw) before math.isfinite was ever called -
exactly the malformed-field-aborts-everything scenario the helper's docstring
claims to prevent.

The earlier non-finite fix only closed the float cases (NaN / +/-inf / 1e400).
A huge int below the float limit but above timedelta.max.days (e.g. 10**12)
would pass the helper and raise OverflowError downstream in
timedelta(days=evd) during staleness selection or consolidation - the same
crash fancyboi999 flagged for extend_by_days, just reached via a stored evd.

Fix: branch on type so an int never passes through float() (matching the
reviewer's suggestion), AND cap the returned int at timedelta.max.days
(999999999) so the downstream timedelta(days=evd) call cannot overflow either.
The float branch keeps the isfinite + int() coercion. Both branches share the
0 < evd <= timedelta.max.days positivity/range check.

Normal values are unaffected - any legitimate expected_valid_days is far below
the cap (the config ceiling staleness_max_extension_days tops out at 36500).

Tests (all three layers):
- TestReadExpectedValidDays.test_rejects_huge_int_above_timedelta_max - 10**400,
  10**12, 10**9, timedelta.max.days+1 return None; timedelta.max.days itself
  is accepted.
- TestEffectiveFactStalenessAge.test_falls_back_for_huge_int_above_timedelta_max
  - the persisted-fact read path returns the global age, no raise.
- test_consolidation_with_huge_int_source_evd_does_not_raise[1e400|1e12|1e9] -
  parametrized end-to-end: a huge-int-evd source merged with a stable source
  does not abort consolidation; the bad source falls back to the global 90.

* fix(memory): guard datetime arithmetic, not just timedelta construction

The huge-int fix capped _read_expected_valid_days at timedelta.max.days, but
that only proves timedelta(days=evd) can be constructed - adding it to a real
fact timestamp still overflows datetime.max. @fancyboi999 reproduced it: a
source with expected_valid_days=timedelta.max.days raises
"OverflowError: date value out of range" at dt + timedelta(...) in the new
consolidation deadline calculation. capping at timedelta.max.days was another
patch chasing the next overflow boundary, not a real close.

Root cause: the helper was doing datetime-range validation, but the safe bound
depends on the datetime the evd is added to, not on the evd alone. So the
responsibility moves to the arithmetic site, with try/except as the terminal
guard - no concrete upper bound to be wrong about.

Changes:
- _read_expected_valid_days returns any positive int (huge ints included, not
  routed through float). Its job is type/positivity validation only.
- New _safe_add_days(dt, days) -> datetime | None wraps dt + timedelta(days),
  returning None on OverflowError/ValueError. This is the terminal guard -
  there is no further boundary to overflow because try/except catches any
  datetime-range failure regardless of magnitude.
- _select_stale_candidates uses _safe_add_days(now, -effective_age); a None
  result means the window is unrepresentably large, so the fact cannot yet be
  stale and is skipped (not selected).
- Consolidation computes each source's deadline via _safe_add_days; a source
  whose deadline overflows falls back to the global staleness_age_days deadline
  (same treatment as a legacy no-evd source), so one malformed field cannot
  abort the merge.

Normal values are unaffected - any legitimate expected_valid_days is far below
the overflow boundary (the config ceiling staleness_max_extension_days tops
out at 36500).

Tests:
- TestSafeAddDays: normal/negative shifts; 10**400/10**12/10**9 return None;
  timedelta.max.days (the exact reproduced value) returns None, not raises.
- TestSelectStaleCandidates.test_huge_evd_does_not_abort_selection: a fact with
  a huge evd is skipped, not selected, and selection does not raise.
- test_consolidation_with_huge_int_source_evd_does_not_raise now parametrized
  over [1e400, 1e12, 1e9, timedelta.max.days] - the last is the value that
  constructs a valid timedelta but overflows datetime arithmetic.
- Helper/read-path tests updated to assert huge ints are returned as-is (the
  overflow guard is no longer in the helper).
2026-07-21 09:36:09 +08:00
lllyfff
de024646a7
feat(memory): memory template externalization (#4286)
* feat(memory): template externalization — externalized prompts + signal patterns

Externalize two categories of hardcoded content in the DeerMem memory
backend so operators can customise them without touching Python code.

Prompt externalization (plugin 06):
- 4 memory extraction prompts moved from Python string constants to YAML
  files under core/prompts/ (consolidation / fact_extraction /
  memory_update.chat / staleness_review).
- load_prompt(name) and load_prompt_messages(name, variables) loaders.
- memory_update uses the chat format (system / user message split) for
  prompt-caching-friendly system prefixes; other prompts stay text.
- The extraction callback + per-agent prompt directories + Jinja2
  dependency are intentionally not included (minimal surface).
- Compatible with the upstream prompt additions from #4143
  (expected_valid_days, staleFactsToExtend, KEEP/REMOVE/EXTEND in
  staleness review).

Signal-pattern externalization (plugin 07, regex only):
- Correction and reinforcement detection patterns externalised to
  core/message_patterns/{correction,reinforcement}.yaml.
- load_patterns(name, patterns_dir) loader with bundled defaults.
- detect_correction / detect_reinforcement accept a keyword-only
  patterns= parameter; signatures are backward-compatible.
- patterns_dir config field added to DeerMemConfig.
- Importance scorer (importance.py, build_importance_scorer,
  _prepare_update changes) is NOT included — deferred to a later PR.

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

* fix(memory): fail loudly on invalid yaml in prompt/pattern loaders

Replace silent error handling in load_prompt / load_prompt_messages /
load_patterns so malformed yaml or missing required keys raise ValueError
with the file path rather than a raw YAMLError traceback or silent
empty-string / empty-list return.

Changes:
- load_prompt: YAMLError -> ValueError(path); missing/empty 'template'
  key -> ValueError
- load_prompt_messages: YAMLError -> ValueError(path); missing/empty
  'messages' key -> ValueError; KeyError from .format (placeholder
  mismatch) -> ValueError
- load_patterns: YAMLError -> ValueError (was silent warn+return []).
  OSError still degrades (permission, not format). Not-a-list yaml
  -> ValueError (was silent warn+return []).

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

* fix(memory): wire prompts_dir through updater, fail-loud patterns_dir, bump config_version

Addresses PR feedback on the template-externalization PR:

P1 — Wire prompts_dir into the DeerMem update path:
- Add prompts_dir field to DeerMemConfig (default None = bundled defaults).
- Thread it through DeerMem -> MemoryUpdater.__init__(prompts_dir=).
- _build_staleness_section / _build_consolidation_section accept
  prompts_dir= keyword and call load_prompt() instead of relying on
  module-level shim constants.
- _prepare_update_prompt passes prompts_dir to load_prompt_messages
  and to both section builders.
- Add _PROMPT_CACHE to load_prompt so repeated lookups (once per
  memory-update cycle) do not re-read yaml from disk.

P2 — Explicit patterns_dir must find its files:
- When patterns_dir is explicitly set and a YAML file is missing,
  load_patterns() raises FileNotFoundError instead of silently caching
  an empty list. Bundled defaults (patterns_dir=None) still log a
  WARNING and return [] for a missing bundled file (packaging bug).

P3 — Bump config_version and sync Helm:
- config.example.yaml: 26 -> 27
- deploy/helm/deer-flow/values.yaml: 26 -> 27
- deploy/helm/deer-flow/README.md: 26 -> 27
- scripts/check_config_version.sh confirms parity.

Tests: 224 passed (218 memory + 6 config_version).
Lint: ruff check + ruff format --check pass.

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

* fix(memory): cache load_prompt_messages, validate format fields, fail-loud load_patterns

Review feedback from willem-bd:

Cache for load_prompt_messages:
  Add _CHAT_TEMPLATE_CACHE + _render_messages() helper so the parsed chat
  templates are cached per (name, agent, prompts_dir). On cache hit only
  .format() rendering runs; the yaml file is read once per key.

Validate format field in both loaders:
  load_prompt rejects format='chat' (redirects to load_prompt_messages);
  load_prompt_messages rejects format='text' (redirects to load_prompt).
  Prevents operators from loading a chat yaml via the text loader (or vice
  versa) without a clear error.

Load_patterns fail-loud for explicit directories:
  - OSError (permission, etc.) now raises for explicit patterns_dir
    instead of silently disabling detection.
  - Malformed entries (missing/empty pattern key, wrong type) are skipped
    with a WARNING instead of silent skip.
  - Unknown flag names are warned instead of silently dropped.
  - re.error from compile() raises ValueError with file path and entry
    index instead of a bare re.error traceback.

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

* fix(memory): thread agent_name through section builders, validate explicit prompts at construction, bump config_version to 28

P1 — Thread agent_name through staleness/consolidation section builders:
  _build_staleness_section and _build_consolidation_section now accept
  agent_name= and pass it to load_prompt(), so per-agent prompt overrides
  work for section templates too (not just memory_update). Previously
  only prompts_dir was threaded; agent_name was ignored for section
  builders.

P1 — Validate explicit prompts at DeerMem construction:
  When DeerMemConfig.prompts_dir is explicitly set, DeerMem.__init__ now
  pre-loads all four prompt templates (staleness_review, consolidation,
  fact_extraction, memory_update with dummy variables) at construction
  time. A missing file, malformed YAML, or invalid placeholder raises
  immediately at startup instead of being caught by the updater's
  generic error handler and silently dropped as a failed update.

P2 — Advance config_version to 28:
  Upstream main already consumed the previous 26→27 bump with a
  different schema change. Bump config.example.yaml, Helm values.yaml,
  and Helm README.md to 28 to version this PR's patterns_dir and
  prompts_dir additions.

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

* fix(memory): render text templates at construction, propagate PromptConfigurationError

Keep prompt-configuration failures out of the recoverable update catch:

- Define PromptConfigurationError(ValueError) in prompt.py. Raised by
  load_prompt, load_prompt_messages, and _render_messages for bad yaml,
  missing keys, and invalid placeholders.

- _do_update_memory_sync_impl, update_memory's executor path, and
  _process_queue all re-raise (PromptConfigurationError, FileNotFoundError,
  OSError) before the generic except Exception, so a bad explicit prompt
  is never silently returned as False.

- DeerMem.__init__ prompt validation now renders text templates with
  dummy variables (.format(stale_facts="") etc.) so an unknown
  placeholder in staleness_review.yaml, consolidation.yaml, or
  fact_extraction.yaml is caught at construction.

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

* fix(memory): drop re-raise guards, soften validation comment, exclude dormant fact_extraction

- Remove (PromptConfigurationError, FileNotFoundError, OSError) re-raise
  guards from _do_update_memory_sync_impl, update_memory executor path,
  and _process_queue. The existing except Exception: logger.exception(...)
  already logs prompt-config errors at ERROR with full traceback; the
  re-raise was killing the entire batch and only surfacing via stderr.
  Per-agent override errors now log at ERROR per-item without aborting
  co-tenant updates.

- Soften the construction validation comment to clarify it only covers
  global templates. Per-agent overrides are validated lazily at first use
  and logged at ERROR by the updater's exception handler.

- Drop fact_extraction from construction validation (dormant prompt with
  no runtime caller; the shim + yaml remain for backward compat).

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-20 07:24:34 +08:00
Tianye Song
8da7cbf028
feat(memory): LLM-assigned per-fact expected_valid_days and staleFactsToExtend (#4143)
Re-ports this feature onto the pluggable-memory backend introduced in #4122
(the original #4143 was force-pushed clean by accident and auto-closed). The
#4122 refactor moved the staleness logic into the self-contained DeerMem
backend (backends/deermem/deermem/core/) and reverted it to the pre-feature
global-threshold version, so the per-fact lifetime work is re-applied here
against the new module layout + DI (MemoryUpdater is now (config, storage,
llm)-injected; config lives on DeerMemConfig, not host MemoryConfig).

**expected_valid_days (creation)**
The LLM assigns a per-fact review window when storing each new fact. The
prompt exposes five tiers (<=14 d transient -> >365 d very stable). The value
is capped at write time by staleness_age_days x staleness_max_lifetime_multiplier
(default 20.0 -> 1800 d ~= 5 years; range 1.0-100.0) so the model cannot set
an initial lifetime so long the fact is never re-evaluated. The default 20.0
makes the "> 365 d very stable" tier achievable out of the box (3.0 silently
clamped it to 270 d).

**staleFactsToExtend (review)**
During staleness review the LLM can emit extension entries for kept facts
whose window seems miscalibrated. new_evd = min(days_since_created +
extend_by_days, staleness_max_extension_days). Extensions use an absolute
ceiling (default 3650 d ~= 10 years; range 90-36500) rather than the creation
multiplier - they are deliberate review decisions that must be able to advance
the window beyond the initial cap, but the absolute bound prevents timedelta
overflow (a model-supplied extend_by_days of 10**9 previously crashed every
later candidate-selection pass with OverflowError) and LLM misfire.

**Invariant correctness**
- Read-time cap removed from _effective_fact_staleness_age; cap is write-time
  only so extensions actually advance the review window.
- proposed_remove_ids hoisted out of the removals sub-block and used to exclude
  from extension, so a cap-surviving proposed-removal fact is never extended.
- extend_by coerced to int before the > 0 guard (a fractional 0.9 would pass
  the float check then int() to 0, silently writing a zero-delta extension).
- days_since uses total_seconds() // 86400 (not .days truncation).
- staleness-section html.escape uses quote=False to match the prompt.py
  convention; only <, >, & break element-text structure.

**Tests**
test_memory_staleness_review.py was module-level skipped by #4122 ("full
unit-test migration is a follow-up"). This PR performs that migration: DI
construction via (DeerMemConfig, _FakeStorage), _build_staleness_section back
to the (candidates, config) signature, plus new coverage for per-fact
selection, EXTEND with the absolute cap, the overflow next-cycle regression,
the proposed-removal-not-extendable case, fractional extend_by skipping, and
the creation-time cap. 67 tests, all green.
2026-07-16 09:34:21 +08:00
ajayr
5c80c07dfe
fix(memory): treat explicit null backend_config values as omitted in DeerMemConfig (#4217)
config.example.yaml ships backend_config.model: as a bare key whose children
are all comments, which YAML parses to None (make config-upgrade then writes
an explicit model: null). DeerMemConfig.model is a non-Optional field with a
default, so from_backend_config(**{"model": None}) raised a ValidationError
and every run failed with "Input should be a valid dictionary or instance of
DeerMemModelConfig". Drop None entries in from_backend_config so YAML null /
empty keys fall back to field defaults, matching the documented "empty =
host default LLM" semantics. Upstream bug (#4122 schema); regression-pinned
in test_deermem_self_contained.py.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-16 08:29:30 +08:00
Tu Naichao
959bf13406
fix(memory): flush memory queue on graceful shutdown to prevent loss (#4181)
* fix(memory): bounded shutdown flush via MemoryManager.shutdown_flush

Re-applies the memory-queue shutdown drain on top of the pluggable
MemoryManager abstraction (#4122): the old top-level MemoryUpdateQueue
singleton is gone, so the drain is now a backend contract instead of
host code reaching into the queue.

- MemoryManager ABC: shutdown_flush(timeout) -> bool. Every backend
  implements a bounded graceful-shutdown drain.
- DeerMem: queue.flush_sync (daemon-thread + Event.wait hard timeout
  for the uninterruptible sync LLM call; joins an in-flight worker
  first so contexts a debounce Timer already pulled out are not lost on
  exit; skips inter-item sleep on the drain path; per-item
  succeeded/failed count), exposed via shutdown_flush.
- noop: shutdown_flush is a clean no-op success.
- Gateway lifespan: call get_memory_manager().shutdown_flush(timeout)
  after channels/scheduler stop, via asyncio.to_thread, try/except
  bounded. No host-level pending/processing guard -- the backend
  short-circuits on an idle buffer, so the host cannot "forget" the
  in-flight case (structurally eliminates the guard race flagged on the
  prior revision).
- shutdown_flush_timeout_seconds added to the shared MemoryConfig
  (host-owned lifecycle budget, default 30, 1-300) + exposed on
  MemoryConfigResponse and the embedded client; config_version 25 -> 26.

Tests: queue flush_sync (7), lifespan drain incl. False-branch caplog
assertion + disabled gate (3), ABC contract noop/deermem (3).

* fix(chart): gateway grace period so memory drain is not SIGKILLed

K8s defaults terminationGracePeriodSeconds to 30s, shorter than the
Gateway's graceful-shutdown work (channel stop ~5s + memory queue drain
default 30s). Without an explicit grace period, K8s SIGKILLs the memory
drain mid-flight and silently re-introduces the loss shutdown_flush is
fixing (flagged on the prior revision).

- gateway pod: terminationGracePeriodSeconds (default 45, configurable).
- gateway container: preStop sleep (default 5, 0 disables) so the
  Service/ingress deregisters the pod before SIGTERM begins the drain.
- values.yaml + README: both configurable; README documents that the
  grace period must track memory.shutdown_flush_timeout_seconds.

* docs(memory): document shutdown_flush_timeout_seconds + lifespan drain

Add the host-shared field to the memory config list and Config Schema
summary in backend/AGENTS.md, noting the lifespan drain and the K8s
grace-period relationship.

* fix(chart): bump embedded config_version to 26

The chart's embedded `config:` block (values.yaml + README example) still
had config_version: 25 after commit f3ca8e9f raised config.example.yaml to
26, failing the validate-chart config_version drift check. Bump both to 26.
2026-07-15 20:25:41 +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