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Author SHA1 Message Date
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
Huixin615
65afc9b1d2
fix(skills): apply allowed-tools only to active skills (#4098) 
* fix(skills): scope allowed-tools to active skills

* fix(skills): tolerate stale active skill paths

* chore: retrigger CI

* fix(skills): document policy activation limits

* perf(skills): reuse per-step tool policy decisions

* fix(skills): harden runtime tool policy contracts

* fix(skills): redact cached policy decisions

* fix(skills): make slash tool policy authoritative

* fix(skills): preserve policy-safe discovery tools

* test(skills): cover explicit task delegation policy
 2026-07-16 14:12:02 +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
Vanzeren
c2002d9fac
feat(memory): add memory tool sets (#4023) 
* feat: add memory-as-tool mode alongside existing middleware mode

- Add memory.mode config field (middleware|tool, default middleware)
- Add search_memory_facts() for case-insensitive fact lookup
- Add 4 memory tools: memory_search, memory_add, memory_update, memory_delete
- Wire mode gating in factory.py and lead_agent/agent.py
- 256 memory tests passing, zero regressions

* fix: harden tool-mode memory scoping and docs

* fix: address memory tool mode review feedback

* fix(memory): address tool mode review feedback

* fix: update config_version to 22 in values.yaml
 2026-07-11 15:28:16 +08:00