* feat(uploads): guide agent to use grep/glob/read_file for uploaded documents
Add workflow guidance to the <uploaded_files> context block so the agent
knows to use grep and glob (added in #1784) alongside read_file when
working with uploaded documents, rather than falling back to web search.
This is the final piece of the three-PR PDF agentic search pipeline:
- PR1 (#1727): pymupdf4llm converter produces structured Markdown with headings
- PR2 (#1738): document outline injected into agent context with line numbers
- PR3 (this): agent guided to use outline + grep + read_file workflow
* feat(uploads): add file-first priority and fallback guidance to uploaded_files context
* fix(uploads): handle split-bold headings and ** ** artefacts in extract_outline
- Add _clean_bold_title() to merge adjacent bold spans (** **) produced
by pymupdf4llm when bold text crosses span boundaries
- Add _SPLIT_BOLD_HEADING_RE (Style 3) to recognise **<num>** **<title>**
headings common in academic papers; excludes pure-number table headers
and rows with more than 4 bold blocks
- When outline is empty, read first 5 non-empty lines of the .md as a
content preview and surface a grep hint in the agent context
- Update _format_file_entry to render the preview + grep hint instead of
silently omitting the outline section
- Add 3 new extract_outline tests and 2 new middleware tests (65 total)
* fix(uploads): address Copilot review comments on extract_outline regex
- Replace ASCII [A-Za-z] guard with negative lookahead to support non-ASCII
titles (e.g. **1** **概述**); pure-numeric/punctuation blocks still excluded
- Replace .+ with [^*]+ and cap repetition at {0,2} (four blocks total) to
keep _SPLIT_BOLD_HEADING_RE linear and avoid ReDoS on malformed input
- Remove now-redundant len(blocks) <= 4 code-level check (enforced by regex)
- Log debug message with exc_info when preview extraction fails
* feat(uploads): add pymupdf4llm PDF converter with auto-fallback and async offload
- Introduce pymupdf4llm as an optional PDF converter with better heading
detection and table preservation than MarkItDown
- Auto mode: prefer pymupdf4llm when installed; fall back to MarkItDown
when output is suspiciously sparse (image-based / scanned PDFs)
- Sparsity check uses chars-per-page (< 50 chars/page) rather than an
absolute threshold, correctly handling both short and long documents
- Large files (> 1 MB) are offloaded to asyncio.to_thread() to avoid
blocking the event loop (related: #1569)
- Add UploadsConfig with pdf_converter field (auto/pymupdf4llm/markitdown)
- Add pymupdf4llm as optional dependency: pip install deerflow-harness[pymupdf]
- Add 14 unit tests covering sparsity heuristic, routing logic, and async path
* fix(uploads): address Copilot review comments on PDF converter
- Fix docstring: MIN_CHARS_PYMUPDF -> _MIN_CHARS_PER_PAGE (typo)
- Fix file handle leak: wrap pymupdf.open in try/finally to ensure doc.close()
- Fix silent fallback gap: _convert_pdf_with_pymupdf4llm now catches all
conversion exceptions (not just ImportError), so encrypted/corrupt PDFs
fall back to MarkItDown instead of propagating
- Tighten type: pdf_converter field changed from str to Literal[auto|pymupdf4llm|markitdown]
- Normalize config value: _get_pdf_converter() strips and lowercases the raw
config string, warns and falls back to 'auto' on unknown values
* feat(uploads): inject document outline into agent context for converted files
Extract headings from converted .md files and inject them into the
<uploaded_files> context block so the agent can navigate large documents
by line number before reading.
- Add `extract_outline()` to `file_conversion.py`: recognises standard
Markdown headings (#/##/###) and SEC-style bold structural headings
(**ITEM N. BUSINESS**, **PART II**); caps at 50 entries; excludes
cover-page boilerplate (WASHINGTON DC, CURRENT REPORT, SIGNATURES)
- Add `_extract_outline_for_file()` helper in `uploads_middleware.py`:
looks for a sibling `.md` file produced by the conversion pipeline
- Update `UploadsMiddleware._create_files_message()` to render the outline
under each file entry with `L{line}: {title}` format and a `read_file`
prompt for range-based reading
- Tests: 10 new tests for `extract_outline()`, 4 new tests for outline
injection in `UploadsMiddleware`; existing test updated for new `outline`
field in `uploaded_files` state
Partially addresses #1647 (agent ignores uploaded files).
* fix(uploads): stream outline file reads and strip inline bold from heading titles
- Switch extract_outline() from read_text().splitlines() to open()+line iteration
so large converted documents are not loaded into memory on every agent turn;
exits as soon as MAX_OUTLINE_ENTRIES is reached (Copilot suggestion)
- Strip **...** wrapper from standard Markdown heading titles before appending
to outline so agent context stays clean (e.g. "## **Overview**" → "Overview")
(Copilot suggestion)
- Remove unused pathlib.Path import and fix import sort order in test_file_conversion.py
to satisfy ruff CI lint
* fix(uploads): show truncation hint when outline exceeds MAX_OUTLINE_ENTRIES
When extract_outline() hits the cap it now appends a sentinel entry
{"truncated": True} instead of silently dropping the rest of the headings.
UploadsMiddleware reads the sentinel and renders a hint line:
... (showing first 50 headings; use `read_file` to explore further)
Without this the agent had no way to know the outline was incomplete and
would treat the first 50 headings as the full document structure.
* fix(uploads): fall back to configurable.thread_id when runtime.context lacks thread_id
runtime.context does not always carry thread_id (depends on LangGraph
invocation path). ThreadDataMiddleware already falls back to
get_config().configurable.thread_id — apply the same pattern so
UploadsMiddleware can resolve the uploads directory and attach outlines
in all invocation paths.
* style: apply ruff format
---------
Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
