12 Commits

Author SHA1 Message Date
Zeren Wang
a58ab484a6
feat(projects): Projects MVP Phase 2 — instructions, document shelf, promotion, trash (#5443)
* feat(projects): Projects MVP Phase 2 — instructions, document shelf, promotion, trash

Implements docs/superpowers/specs/2026-09-12-projects-mvp-phase2-design.md
(issue #5160, tracker #5129) in the slice order of the spec's §16.

Slices:
- A: ProjectsConfig + write-time 422 UTF-8 byte cap; PROJECT_CONTEXT_KEY
  admission pinning (both server-owned sets + worker hoist); latest-only
  request-scoped <project> block via DynamicContextMiddleware
  wrap_model_call/awrap_model_call (idempotent reassembly, reserved ID
  prefix + marker + provenance, never persisted); journal audit
  fingerprints; Instructions tab.
- B: ProjectDocumentRow + migration 0023; ProjectDocumentRepository with
  locked check-and-set; hash-qualified immutable shelf storage with
  Paths helpers; upload/list/content/delete-to-trash routes; project
  delete trashes the shelf in-transaction; request-scoped bounded
  <documents> index with honest count/shown + actionable overflow note;
  list_project_documents/read_project_document tools registered only on
  pinned runs; PAT allowlist + drift guards; blocking-IO anchors.
- C: shared thread-upload ingestion service (uploads router refactored to
  parity); POST from-thread with provenance; attach-to-thread with
  lock-staged copy (archived source allowed); read-only thread-files
  view with per-group truncation reporting.
- D: restore (restored/merged/not_found/no_target/content_missing; no
  file moves), purge (continuous row lock across unlink/delete/commit,
  retryable on FS errors), retention sweep (lazy + startup, 24h orphan
  guard, row-side reconciliation never deletes).
- E: Documents tab (shelf + conversation-files browser, provenance,
  archived banner, content-missing rows), /workspace/trash route,
  sidebar entry, composer attach handoff, i18n (en-US/zh-CN), e2e mocks
  + specs.

Review hardening folded in (10 rounds, all with tests):
- force active shelf content (HTML/XML family) to download; nosniff on
  artifact + content responses; unified unsandboxed-iframe PDF preview
  (fixes the pre-existing Chromium sandbox blank in the artifact viewer)
- scope document trash to the URL project under the document lock
- atomic no-overwrite filename reservation for ALL ingestion (seeded
  claims + os.link commit with suffix retry; same-name re-upload now
  unique-names instead of replacing); hidden staging only, no visible
  placeholders; lease cleanup on setup failure
- serialize conversion under the document lock with post-lock active
  revalidation; drain locked filesystem work on cancellation; preserve
  bytes when an insert's commit state is uncertain (including trashed
  rows)
- original-integrity checks before serving text or cached conversions;
  content_missing surfaced in list responses (UI reads the flag, no
  409-probe); downloads always serve original bytes
- bounded streaming document reads with cached char counts; shelf limits
  declared in middleware release identity
- thread-root confinement for from-thread sources; config fallback
  rejects fractional/infinite values; composer counts staged
  attachments; pending attachments persist until submission or removal;
  in-flight instruction/rename edits survive save refetches; shelf and
  trash pagination; conversation-file and thread-files pages stay
  subscribed to refetches

Docs: README/README_zh, backend API.md/ARCHITECTURE.md, AGENTS.md
contracts, config.example.yaml projects block.

Review follow-ups (head b4807477 → this revision):
- The trash retention sweep is split so repeated lazy triggers stay
  bounded: the indexed expiry purge still runs on every trigger
  (GET /api/trash/documents, POST /api/trash/purge) while the
  O(all rows + all files) reconciliation is throttled to one run per
  user per 15 minutes (process-local, per-user window). The startup
  sweep now runs as a background task instead of blocking gateway
  readiness, and shutdown awaits it (bounded).
- The export scrub (stripInternalMarkers) is fence- and indentation-aware
  like the render path, so a pasted, fenced <project>/<documents> snippet
  survives markdown export while real injected blocks (never fenced) are
  still removed. Fence regexes moved to a dependency-free leaf module to
  avoid the messages↔streamdown import cycle.
- The artifact viewer's PDF iframe no longer carries an added title
  attribute (the upstream e2e contract locates it via :not([title])), and
  the upstream artifact-preview spec now pins the new contract: PDFs
  render unsandboxed, images keep sandbox="".

* fix(projects): round-2 review — cancel an overrun trash sweep, restore the PDF frame title

- Shutdown cancelled only the shield around the background startup sweep,
  so an all-users reconciliation that outlived the 5s budget kept walking
  rows and files while the document repo and DB engine were disposed
  underneath it. The wait now lives in `_shutdown_startup_trash_sweep`,
  which cancels the task and drains it before worker exit: the shield
  keeps the wait bounded, the cancel makes it final (CancelledError lands
  at the sweep's next await, and `_run_startup_trash_sweep` only catches
  `Exception`, so nothing swallows it).
- The browser-preview iframe lost `title={getFileName(filepath)}` in the
  previous fix round, leaving the PDF frame without an accessible name
  while its siblings keep theirs. Restore it (WCAG frame titles), assert
  it in the DOM test, and anchor the e2e on `iframe[title="report.pdf"]`
  instead of `iframe:not([title])`.

* fix(projects): round-3 review — report the sweep's late finish, not a phantom cancel

`Task.cancel()` returns False when the sweep already finished inside the
window between the deadline firing and the cancel, so the shutdown log
claimed a cancellation that never happened. Branch on that outcome: the
warning stays for a real cancel, a late finish is logged at info, and both
paths still reap the task before worker exit.

* fix(projects): round-4 review — make Empty trash delete what it confirms

`POST /api/trash/purge` only ran the retention sweep, and the sweep's
candidate selection is age-gated, so a freshly trashed document survived
"Empty trash" even though the confirmation promises that every listed
document is permanently deleted. With one trashed row the route answered
`{"purged": 0}` and left it in place; `GET /api/trash/documents` sweeps
expired rows before listing, so the visible rows were normally ineligible
for the action by construction.

Empty trash now drives `purge_all_trashed`: the caller's trashed rows
(`list_all_trashed`, no age filter) each go through the same guarded,
row-locked `purge` as the single-document delete — bytes first, then the
row, in one transaction — so a row restored mid-flight is skipped instead of
force-deleted, and an unlink failure rolls that row back and answers 500 with
a retryable message. Retention expiry stays where it was: the sweep's
`purge_candidates` is now the only age-gated selection, and the lazy
retention sweep still runs on the listing and at startup.

Tests: the router suite replaces the retention-gated expectation with the
reviewer's repro (fresh row purged, bytes unlinked, shelf and other users'
trash untouched, a failing unlink stays retryable and 500); a blocking-I/O
anchor drives the new entry point through the offload; the mocked e2e covers
the action end to end; a new real-backend spec performs it against the real
gateway and re-reads `GET /api/trash/documents`. README, API, ARCHITECTURE
and the phase-2 design docs (en+zh) state the age-independent contract.
2026-09-16 18:46:18 +08:00
Zeren Wang
5951c89b5b
feat(projects): project workspaces with scoped chats and thread membership (#5265)
* feat(projects): project workspaces with scoped chats and thread membership

Backend:
- projects table model and migration; fail-closed ProjectRepository with
  ownership checks, CRUD/archive/restore/delete router, and atomic thread
  move between projects
- threads_meta.project_id column exposed as reserved deerflow_project_id
  metadata; project-aware thread create/search with pagination bounds and
  membership echoed in create responses
- first-run admission assigns the project only at genuine first run, seeded
  at write time and dropped when invalid; serialized against project
  deletion and thread assignment
- branch creation inherits the source thread's project membership (an
  archived/deleted project degrades the branch to unassigned instead of
  failing the request)

Frontend:
- projects data layer, thread move API, and sidebar projects section with
  flat/grouped modes, archived-project threads, and stable virtual-list
  offsets
- project detail page with project-scoped new chat
  (/workspace/chats/new?project=) and paginated thread list
- move-to-project thread menu, new-project dialog, archived-project gates
- project-scoped new chats pre-create the thread with membership before the
  first submit or /goal set, so runs never proceed outside the project
- goal-set preparation is fenced against conversation switches: a stale
  continuation is dropped instead of saving the goal or launching the
  abandoned submission on the newly opened conversation
- project thread lists join thread lifecycle invalidations (stop, pin) so
  an open project page never keeps stale titles, recency, or pagination

* fix(chats): keep archive undo toast when the sidebar row unmounts

The archive success toast was fired from per-mutate callbacks passed to
mutation.mutate. React Query drops those handlers when the observer
component unmounts before the mutation settles; archiving the open chat
removes its sidebar row mid-flight, so the undo toast never appeared and
the e2e archive-undo test timed out waiting for it.

Move the success/error handlers to the mutation level (useArchiveThread
options, same pattern as useMoveThreadToProject) where callbacks are
delivered even after the originating row unmounts.

* fix(projects): pin project thread listing contract and exclude archived chats

GET /api/projects/{id}/threads returned the thread store row verbatim
(list[dict], no response_model): user_id/assistant_id leaked, any future
ThreadMetaRow column would auto-leak, and the OpenAPI schema was empty.
Return a narrow ProjectThreadResponse (the exact fields ProjectThread
declares) with the same metadata secret redaction the surrounding thread
endpoints get from _MetadataRedactingResponse.

The listing also ran search() without the archived filter, so a retired
chat rendered as a normal row on the project page while the sidebar hid
it. Search archived=False to mirror the sidebar's archived:false lists;
restore stays on the global Archived tab.

Both regressions pinned by new router tests: wire-shape allowlist and
archived-member exclusion.

* docs(migrations): record the 0019/0020 chain against the bootstrap reservation

The tree now chains 0018 -> 0019_projects -> 0020_threads_meta_project_id,
so migrations/AGENTS.md was stale twice over: the revision index stopped at
0018 and the rolling-forward section still claimed the tree 'deliberately
remains at 0018'.

Document the new head and record the intentional numeric-prefix reuse of
0019: 0019_projects is in-chain while 0019_thread_incarnations stays the
reserved, allowlisted out-of-tree rollout id. The owning rollout revision
must re-parent onto this tree's head when it merges so alembic never sees
two heads off 0018; bootstrap.py now cross-references that note next to
_FORWARD_COMPATIBLE_REVISION.

* fix(chats): invalidate project thread lists on archive/restore

useArchiveThread refreshed the infinite sidebar cache, threads/search and
the per-thread metadata cache but not the project-scoped list
([...PROJECTS_QUERY_KEY, 'threads', id]) this PR adds — the one thread
mutation not wired to that key, after usePinThread, useRenameThread,
useDeleteThread, useMoveThreadToProject and invalidateStoppedThreadCaches.

An archive from a sidebar row while a project page is open therefore left
the archived chat rendered as a normal row until remount (and undo left it
missing). Invalidate the prefix in the mutation-level success handler.

Regression test asserts the project-list prefix is invalidated on success.

* fix(projects): fetch project discovery only in grouped sidebar mode

RecentChatList mounted two useProjects queries per sidebar render, but
knownProjectIds is consumed only by the grouped-mode exclusion filter; in
the default flat mode every page load paid two GET /api/projects?status=
round trips for data nothing read. Gate both queries on grouped mode —
GroupedProjectList fetches the same keys when the toggle is on and
TanStack dedupes the observers.

Also set retry: false on useProject: a deleted or foreign project 404s
deterministically, and the page renders a dedicated not-found state for
it, so the default 1s/2s/4s retry backoff kept deep links in 'loading'
for ~7s before that state appeared. Matches useThreadMetadata /
useThreadTokenUsage.

* fix(threads): fail closed on project-scoped create in memory mode

MemoryThreadMetaStore.create accepted project_id and silently ignored it,
making memory mode the one membership path that fails open: POST
/api/threads with a project id returned 200 and the run started
unassigned, violating the invariant that a run never proceeds outside the
selected project (the SQL store raises ProjectNotAssignableError inside
the insert transaction for the same request).

Raise ProjectNotAssignableError whenever project_id is present so the
router's existing 404 mapping applies, the frontend keeps the composer
text for a retry, and memory mode behaves exactly like SQL mode.
set_project already reports rejection; create now matches it.

Store-level test (raises, nothing persisted, project filter stays empty,
unscoped creates still work) plus a router-level test asserting the 404
and that no row is left behind.

* fix(projects): window the project page thread list

ProjectThreadsSection rendered every loaded page as a plain Link row, so a
long-lived project accumulated unbounded DOM on the page's scroll surface:
each load-more appended another 100 rows and every formatTimeAgo tick
re-rendered the whole list.

Reuse VirtualThreadList (now generic over any row shape with a
thread_id), pointing its scroll parent at this page's ScrollArea viewport
via the shared [data-slot="scroll-area-viewport"] selector used by
/workspace/chats; under the 60-row threshold it falls back to the plain
render, so small projects are unchanged.

* fix(projects): restore row dividers and pin them with a render test

The row class template literal concatenated transition-colors directly
with the conditional border-b token, so non-final rows rendered the
invalid class 'transition-colorsborder-b' and lost both the divider and
the transition. Compose the row classes with cn() and a boolean guard
instead.

The section moved out of page.tsx into a testable component so the row
markup finally has coverage: a DOM test asserts every row except the
final data row carries border-b (index-based, not last: — correct under
virtualization where the last mounted row is not the last data row), and
the untitled fallback plus load-more button render for a partial page.

* fix(projects): validate forward schemas and fence membership reads
2026-09-08 17:00:26 +08:00
Sunshine
bf740ffa90
feat(auth): add personal access tokens for programmatic API access (#5041)
* feat(auth): add personal access tokens for programmatic API access (#4849)

Backend-first implementation of the PAT contract from #4849: show-once
dfp_ tokens bound to their owning user (AUTH_SOURCE_PAT,
is_internal=false), digest-only storage (migration 0017), strict
credential precedence (invalid Bearer is a 401, never cookie fallback),
CSRF double-submit skipped only for Bearer requests while
auth-endpoint origin checks still run, scopes intersecting the authz
route permissions, session-auth-only PAT management and password
changes, and throttled best-effort last_used_at stamps.

* fix(auth): harden PAT scope boundary and schema parity from adversarial review

Independent review of the initial draft found: (1) scopes only constrained
the threads/runs permission axis while admin routes treated a PAT as its
(possibly admin) owner — is_admin_user now rejects PAT callers outright
since no scope grants admin capability; (2) the model declared a column
UNIQUE constraint while migration 0017 created a named unique index, so
downgrade failed on create_all-bootstrapped DBs — both now use the named
unique index; (3) auth-disabled mode is an operator override and now stays
ahead of the Bearer check so a stray Authorization header cannot 401 an
E2E sandbox; plus wiring the previously-unused constants, bounding the
last_used_at stamp cache, and four new tests (middleware-level expiry,
expires_in_days, admin-capability rejection with session control, and the
auth-disabled precedence).

* docs(api): document personal access tokens for programmatic API access

* fix(auth): close PAT security boundaries from review (default-deny routes, extension admin suppression)

P1-1: scope intersection only constrains @require_permission routes, so
undecorated mutation routes (DELETE /api/memory, POST /api/agents, Lark
credential switching, channel config) accepted a PAT holding a single read
scope. AuthMiddleware now enforces a default-deny route policy in
auth/pat.py: PAT requests are admitted only to the thread/run lifecycle
routes the v1 scopes govern; everything else answers 403 regardless of
scopes. Session-cookie callers are unaffected.

P1-2: the extension principal resolver projected is_admin/roles from the
raw system_role, so an admin-owned PAT passed
deerflow_extension_api.require_admin on contributed routes despite the
documented no-admin guarantee. The projection is now PAT-aware and
suppresses every admin signal for PAT callers, mirroring
deps.is_admin_user.

Both fixes carry regression tests (route outside policy 403 + session
control; production resolver admin suppression), and API.md documents the
default-deny boundary.

* fix(auth): enforce PAT scopes on stateless run entry and harden decorator

Follow-up hardening from an independent audit of the P1 fixes:

- POST /api/runs/stream and /api/runs/wait were the only allowlisted run
  entrypoints without @require_permission, so a threads:read-only PAT
  could still start runs (same bug class as P1-1, now closed): both now
  carry @require_permission("runs", "create"). POST /api/threads and
  POST /api/threads/search gain threads:write / threads:read for the
  same reason. Authorization-disabled deployments see no change (the
  permission set resolves to all permissions).
- require_permission now binds the wrapped signature to locate a
  positionally-passed request before injecting the test stub, fixing
  'got multiple values for argument' on direct positional unit-test
  calls.
- API.md: the intro PAT example used GET /api/models, which the new
  default-deny policy 403s — replaced with GET /api/threads; the
  default-deny route list now spells out method sets.

Regression test: threads:read-only PAT is 403 on the decorated stateless
entry while a runs:create PAT passes.

* fix(auth): address review P2s (empty Authorization header, PAT name trimming, API example)

- CSRFMiddleware treats an explicitly empty Authorization header as
  present (is None), so an invalid credential always reaches
  AuthMiddleware's uniform 401 instead of a CSRF 403 that varies by
  method/CSRF state. Regression: empty-header request dies at auth.
- PATCreateRequest strips the name and rejects whitespace-only values
  before token generation; created names are stored trimmed.
- API.md intro PAT example now uses the implemented
  POST /api/threads/search endpoint (GET /api/threads does not exist).
- AGENTS.md trimmed back under the guidance soft budget after the
  upstream merge.

* fix(auth): tighten PAT route policy to implemented methods only

The allowlist admitted GET /api/threads, a method no router implements.
Pre-authorizing a dead method weakens the default-deny boundary: a
future GET collection route added without a permission decorator would
become PAT-reachable without an explicit policy change. Restrict the
rule to POST, fix the stale GET description in API.md's PAT
constraints, and document the default-deny boundary accurately in the
gateway AGENTS.md guidance (only the threads/runs allowlist is
PAT-reachable; every other authenticated route 403s PAT callers).

Audited every remaining rule against the mounted routers: all other
method+path entries map to real routes. Regression:
test_pat_policy_does_not_pre_authorize_unimplemented_methods.

* test(auth): guarantee the negative digest test mutates the token

token[:-1] + "X" is identical to the original whenever the generated
token already ends in X (1/62), making the negative digest assertion
fail intermittently. Choose the replacement character based on the
existing tail so the mutated token always differs.

* fix(auth): require runs:cancel for cancel-then-stream requests

stream_existing_run is gated at runs:read so action-less stream joins
work with read-only credentials, but its ?action=interrupt|rollback
branch cancels the run — a separate permission. A runs:read-only PAT
passed both the PAT route policy and the route decorator and could
interrupt or roll back an active run, bypassing the runs:cancel scope.

Decorators cannot express query-parameter-conditional permissions, so
the check lives in require_cancel_permission_when_action(), applied at
the top of the handler. Regression drives the real helper through the
production middleware: runs:read-only PAT + action is 403, the same
token joins action-less, runs:read+cancel passes, session control
unaffected.

* docs(changelog): add the PAT feature entry

* docs(readme): add personal access tokens section

Repo documentation-update policy requires user-facing features to
update README.md in the same changeset; the PAT feature previously
touched only backend/docs/API.md and the gateway AGENTS.md.

* fix(auth): require runs:cancel for mutating multitask strategies

All five run-creation entrypoints were gated only by runs:create, but
RunCreateRequest.multitask_strategy accepts interrupt/rollback and
start_run forwards it to create_or_reject, which terminates an
already-active run. A runs:create-only PAT could therefore kill an
existing run through a create request, bypassing runs:cancel.

Decorators cannot express body-parameter-conditional permissions, and
per-route checks leave the same hole for the next entrypoint, so the
gate lives in start_run itself — the single choke point every
run-creation path (HTTP routes and internal launchers) flows through.
Regenerate launches pass multitask_strategy="reject" and are
unaffected; requests without a stamped auth context (internal/test
compositions) skip the gate.

The check is the shared authz.require_cancel_permission_if primitive;
require_cancel_permission_when_action now delegates to it, so every
request dimension that carries cancel capability (query action, body
strategy) flows through one gate.

Regression drives the real middleware stack: runs:create-only PAT +
interrupt/rollback is 403 with the exact detail, reject (explicit and
default) stays available, runs:create+cancel passes, session control
unaffected; a source anchor pins the gate inside start_run.

* fix(runs): keep observer joins from applying creator cancel-on-disconnect

sse_consumer's finally block applied the record's on_disconnect=cancel
policy on ANY consumer's disconnect. The join surfaces (GET /join and
the action-less GET/POST stream join) feed it the existing RunRecord,
so anyone with thread read access — including a runs:read-only PAT —
could cancel a locally-owned running run simply by closing the SSE
connection, without runs:cancel. The policy expresses the creator's
intent for their own connection; an observer's disconnect must never
be read as that intent.

sse_consumer gains apply_on_disconnect (default True). The two join
surfaces pass False; the creating endpoints (thread-scoped and
stateless create-and-stream) keep the creator semantics unchanged.
wait_for_run_completion needs no change: its callers are creator-side
or post-explicit-cancel paths only.

Regression exercises a real generator close — the same machinery
Starlette drives on client disconnect — against the production
sse_consumer: creator stream disconnect cancels, observer join
disconnect does not; a wiring anchor pins both join call sites and the
creator defaults. API.md documents the cancel-capability constraint
(this fix plus the action/strategy gates) in PAT Constraints.

* test(auth): pin the multitask gate behaviorally; state wait invariant

Independent adversarial review of the round-5 fixes found the P1-a
regression only mirror-pinned: the source anchor could be satisfied by
a comment, and deleting the gate from start_run would not fail the
suite. This drives the production start_run directly — a create-only
auth context gets 403 with the exact detail for interrupt, and a
reject request with no cancel permission at all proceeds past the gate
(never a permission 403).

Also documents wait_for_run_completion's creator-side invariant
(every caller is the creating endpoint or post-explicit-cancel) so a
future observer wiring thinks twice before reusing it — the one-caller-
away variant of the observer-disconnect P1.

* docs(changelog): correct the PAT entry's digest and route-policy description

The entry said HMAC digests (the implementation stores SHA-256 digests,
as documented in API.md and pinned by the repository tests) and claimed
the route policy admits 'implemented stateless endpoints' (it admits
the thread/run lifecycle routes, narrowing further by scopes). Also
notes the cancel-capability gate now covering action and multitask
strategies.

* fix(auth): enumerate the PAT runs route policy per implemented subroute

The runs subtree rule was a GET|POST /runs(/.*)? wildcard — it
pre-authorized every current and future subroute under /runs, including
methods the router never implemented (e.g. GET /runs/stream), which is
the same latent default-deny weakening the threads collection rule was
tightened for: a future route added under /runs would become
PAT-reachable without an explicit policy change.

The wildcard is replaced with six segment-precise rules covering exactly
the 14 implemented method+path combinations; the {run_id} slot
necessarily matches any single segment, so the POST-only collection
names (stream, wait, regenerate, edit-regenerate) are excluded from the
GET run-id rule via negative lookahead — no dead method stays
pre-authorized. Behavior for implemented routes is unchanged.

test_pat_runs_policy_admits_exactly_the_mounted_routes derives the
expected set from the mounted thread_runs router instead of a
hand-maintained list: every implemented GET/POST route under /runs must
be admitted, routes in this router outside the subtree stay denied, and
representative unimplemented neighbors are denied — so adding a route
under /runs now fails CI until it is explicitly allowlisted, and a
removed route leaves a dead rule visible. API.md's PAT constraints list
the enumerated routes and drops a feedback mention that belonged to the
stateless /api/runs axis.

* docs(migration): add the 0017 renumbering coordination note to 0017

The PR's migration-coordination comment states each migration file
carries the note; the file did not. Adds it: numbering was generated
against main head 0016 alongside #5078 and #4843; whoever merges first
keeps the slot, the others renumber on rebase (revision/down_revision
plus the bootstrap head assertions).

* fix(auth): pad base62 tokens to a fixed 43-char width

int.from_bytes discards leading zero bytes, so the unpadded encoder
returned a variable-length body — empty for all-zero input, and shorter
than 40 characters for any draw below 62**39 (~1 in 14.5M), leaving
test_generate_pat_token_format probabilistically flaky and the token
body without stable width (review round 6, P3).

_base62 now left-pads with "0" to _base62_width(len(data)) — the exact
integer digit count (62^43 > 2^256 > 62^42, so 43 for 32 bytes). The
format test asserts the exact fixed width instead of a probabilistic
floor, and a new unit test pins the all-zero, leading-zero-byte, and
max-value edges deterministically.
2026-08-29 23:50:45 +08:00
Aari
ff0a6768c2
feat(subagents): add unified capacity and durable batch execution (#4998)
* feat(subagents): add capacity controls and durable batches

* fix(helm): sync subagent config schema version

* fix(subagents): preserve batch history without worker

* fix(subagents): support explicit factory runtimes

* fix: address durable batch review findings
2026-08-25 07:49:38 +08:00
Aari
1aa813ddb3
feat: add managed subagents and delegation scopes (#4887)
* feat: manage and scope subagents

* fix: address subagent review feedback

* fix: address managed subagent review feedback

* fix: harden subagent settings semantics

* fix: harden managed subagent cache invalidation

* fix: reuse assembled lead agent inputs

* fix: migrate managed subagent definitions

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-08-24 11:04:23 +08:00
Aari
e9387394bc
feat(mcp): add durable task runtime foundation (#4665)
* feat(mcp): add durable task runtime foundation

* fix(chart): sync embedded config version

* fix(mcp): isolate task polls during shutdown

* feat(mcp): track consecutive poll errors on mcp_tasks

poll_attempt_count grows on every claim (successful polls included), so it
cannot drive a failure backoff without misjudging normal long tasks. Add
consecutive_poll_error_count: incremented when a claim is released after a
poll error, reset to zero by any applied snapshot. The backoff/terminal
policy that consumes it lands with the first concrete driver.

* fix(mcp): harden durable task lifecycle

* fix(mcp): preserve tracked task on dedup conflict

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-08-08 20:03:36 +08:00
Zhipeng Zheng
838037188e
feat(channels): share inbound webhook dedupe across pods via Postgres (#4210)
* feat(channels): share inbound webhook dedupe across pods via Postgres (#4120)

* ci: run cross-pod inbound dedupe integration tests in CI

Expose the job Postgres service via DEDUPE_TEST_POSTGRES_URL so the integration tests (issue #4120) actually execute instead of silently skipping. Normalize the URL for asyncpg (postgresql:// -> +asyncpg, drop libpq-only sslmode) and await the now-async _is_duplicate_inbound in test_github_dispatcher.
2026-07-27 23:07:40 +08:00
Aari
0d4d0cb17d
feat(agents): database-backed storage for custom agent definitions (#4359)
* feat(agents): database-backed storage for custom agent definitions

Add an agent_storage.backend switch (default file, behaviour-unchanged) with a
db backend that stores each custom agent as a row in the shared SQL persistence
layer, so a multi-instance deployment sees the same agents on every node
(#4331, #4357). Introduces an AgentStore interface routing all read/write
surfaces, an agents table + migration 0006, startup validation, and a file->db
importer. Follows the thread_meta store / run_events backend-switch /
0003_scheduled_tasks migration patterns; no new dependency.

* fix(agents): make db storage path production-ready (review round 1)

Addresses review feedback on the db/sync agent-storage path:

- sql.py: mirror the async engine's per-connection SQLite PRAGMAs on the sync
  engine (busy_timeout=30000, synchronous=NORMAL, foreign_keys=ON, WAL) so both
  engines behave identically against the shared DB; guard the engine cache with
  a lock (double-checked) so concurrent first-touch cannot build duplicate
  engines or register the connect listener twice.
- routers/agents.py + routers/assistants_compat.py: offload the sync-store reads
  that ran on the event loop (list/get/check, update's pre-read + legacy guard +
  refresh, and assistants_compat's four list routes) via asyncio.to_thread — on
  db+postgres each was a network round trip stalling the loop. Writes were
  already offloaded.
- file.py: translate the create() mkdir(exist_ok=False) race FileExistsError
  into AgentExistsError (router 409, matching SqlAgentStore's IntegrityError
  path); correct the _write docstring — per-file atomic replace, two commits
  sequential not transactional.

Tests: sync-engine PRAGMA + engine-cache reuse assertions; file create-race ->
AgentExistsError; strict Blockbuster anchor over the read endpoints so a
regression back onto the loop fails CI.

* fix(agents): address round-2 review on the db store path

- update_agent tool: align the docstring/inline comment with FileAgentStore._write.
  Cross-field write atomicity is db-only; the file backend commits config then
  soul via two sequential os.replace (a crash between them can leave a fresh
  config.yaml beside a stale SOUL.md). The dropped partial-write *reporting* is
  an intentional tradeoff — the stage-then-replace safety is preserved
  (test_update_agent_soul_failure_does_not_replace_config still holds).
- SqlAgentStore.update(): true upsert. Catch IntegrityError on the
  insert-on-missing branch, re-fetch and apply, so two concurrent first-time
  writes (e.g. two setup_agent handshakes) converge instead of surfacing a raw
  UNIQUE(user_id, name) violation as a 500. Symmetric with create().
- get_agent_store(): document the graph-subprocess config-resolution invariant
  (the except->file fallback is a genuine no-config path, not a mask for a
  misconfigured graph process) and pin it with two tests driving the real
  get_app_config() file resolution: db resolves from an on-disk config.yaml,
  file fallback when config is unresolvable.

* test(agents): cover SqlAgentStore.update() write-race upsert recovery

Mandatory-TDD test for the round-2 fix in 0680340a: two concurrent first-time
update()s where the loser's insert hits UNIQUE(user_id, name). Deterministically
forces the IntegrityError recovery path by making the first _row probe miss the
committed winner, and asserts last-writer-wins instead of a surfaced 500.
2026-07-23 08:03:21 +08:00
Xinmin Zeng
4fc08b4f15
feat: add scheduled tasks MVP (#3898)
* feat: add scheduled tasks MVP

* fix: harden scheduled task execution semantics

* feat(scheduled-tasks): preset-driven schedule form with timezone and live preview

Replace the raw cron input with a preset Select (hourly/daily/weekly/monthly/custom)
plus structured inputs (time picker, weekday toggles, day-of-month), datetime-local
for one-time tasks, a timezone selector defaulting to the browser timezone, and a
live human-readable preview. Reuses one ScheduledTaskScheduleInput for create and
edit; backend contract unchanged; zero new deps (pure Intl + DST-safe offset helpers).

* feat(scheduled-tasks): full-page i18n + recipe templates + E2E locale pin

Localize the rest of the scheduled-tasks page (filters, detail pane, actions,
edit form, run list, enum values) via t.scheduledTasks.* in en/zh. Add four
built-in recipe templates (GitHub Trending, news digest, issue triage, weekly
report) exposed as a chip row that pre-fills title + prompt + schedule. Pin
Playwright locale to en-US so E2E selectors stay stable against i18n. No backend
change, no new deps.

* fix(scheduled-tasks): idempotent 0003 migration, update head constants, future-date once test

Merge with main surfaced three CI failures:
- 0003_scheduled_tasks create_table collided with legacy test seeds that
  build from full metadata; guard with inspector.has_table so the revision
  no-ops when the table already exists (0004/0005 are already idempotent via
  _helpers.py).
- persistence bootstrap concurrency/regression tests pinned HEAD to main's
  0002_runs_token_usage; bump to the new head 0005_scheduled_task_thread_nullable.
- once-task router test used a fixed past run_at and tripped the
  must-be-in-the-future validation; use a future date.

* address review: ok-check, 502 for trigger failure, mock fields, migration filename, doc fences

- fetchThreadScheduledTasks now checks response.ok like the other fetchers.
- trigger endpoint returns 502 (not 409) when dispatch fails outright, so
  clients can distinguish a real conflict from a server-side failure.
- E2E mock normalizes scheduled-task objects with context_mode/last_thread_id
  and nullable thread_id, matching the backend contract the UI renders against.
- Rename 0002_scheduled_tasks.py -> 0003_scheduled_tasks.py to match its
  revision id (file was renamed in spirit already; filename now follows).
- CONFIGURATION.md: close the Tool Groups yaml fence and drop the stray fence
  after the Scheduler notes so the sections render correctly.

* fix(scheduled-tasks): harden lease, poller, config, and frontend UX after review

* fix(scheduled-tasks): harden run lifecycle, overlap skip, non_interactive gating, and DST conversion after review

- defer a once task's terminal status to the run-completion hook; the task
  stays running until the real outcome, and a startup sweep cancels once
  tasks orphaned by a crash (launch-time 'completed' could stick forever)
- record interrupted runs as a distinct 'interrupted' run status with a
  readable message; an interrupted once task ends 'cancelled', not 'failed'
- enforce overlap_policy=skip for fresh_thread_per_run via an active-run
  pre-check (same-thread ConflictError can never fire across fresh threads)
- protect terminal run statuses from the late launch-path 'running' write
- honor context.non_interactive only for internally-authenticated callers;
  arbitrary clients can no longer strip ask_clarification
- fix DST-stale timezone offset in zonedLocalToUtcIso by re-deriving the
  offset at the resolved instant (once tasks fired an hour late around
  spring-forward and the create->edit round-trip diverged)
- drop dead ScheduledTaskRunRepository.update_by_run_id; share one Gateway
  API error helper between channels and scheduled-tasks frontends

* fix(scheduled-tasks): close review round-3 gaps in guards, concurrency, and API ergonomics

- scrub internal-only context keys (non_interactive) from the assembled run
  config for non-internal callers: gating body.context alone left the same
  key smuggle-able through the free-form body.config copied verbatim by
  build_run_config
- guard update_after_launch with protect_terminal so the launch bookkeeping
  write cannot clobber a once task already finalized by a fast-failing run's
  completion hook (parent-row sibling of the run-row guard)
- reject a manual trigger while the task has an active run (409) instead of
  launching a duplicate concurrent run on fresh_thread_per_run
- re-arm a terminal once task to enabled when PATCH pushes run_at into the
  future; previously the endpoint returned 200 with a next_run_at that could
  never be claimed
- make max_concurrent_runs a real global cap: each poll claims only into the
  remaining budget of active (queued/running) scheduled runs
- paginate GET /scheduled-tasks/{id}/runs (limit<=200, offset) and push the
  thread filter of /threads/{id}/scheduled-tasks into SQL
- stamp context.user_id on scheduler-launched runs, matching IM channels, so
  user-scoped guardrail providers see the owning user

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-04 21:51:57 +08:00
DanielWalnut
aa015462a7
feat(im): Add user-owned IM channel connections (#3487)
* Add user-owned IM channel connections

* Fix dev startup and channel connect popup

* Use async channel connect flow

* Harden dev service daemon startup

* Support local IM channel connections

* Align IM connections with local channels

* Fix safe user id digest algorithm

* Address Copilot IM channel feedback

* Address IM channel review comments

* Support all integrated IM channel connections

* Format additional channel connection tests

* Keep unavailable channel connect buttons clickable

* Fix IM channel provider icons

* Add runtime setup for enabled IM channels

* Guard global shortcut key handling

* Keep configured IM channels editable

* Avoid password autofill for channel secrets

* Make channel threads visible to connection owners

* Persist IM runtime config locally

* Allow disconnecting runtime IM channels

* Route no-auth channel sessions to local user

* Use default user for auth-disabled local mode

* Show IM channel source on threads

* Prefill IM channel runtime config

* Reflect IM channel runtime health

* Ignore Feishu message read events

* Ignore Feishu non-content message events

* Let setup wizard enable IM channels

* Fix frontend formatting after merge

* Stabilize backend tests without local config

* Isolate channel runtime config tests

* Address channel connection review comments

* Use sha256 user buckets with legacy migration

* Ensure runtime IM channels are ready after restart

* Persist disconnected IM channel state

* Address channel connection review comments

* Address channel connection review findings

Frontend connect flow:
- Open the runtime-config dialog only when a provider still needs
  credentials; configured providers go straight to the connect flow, so
  the binding-code/deep-link path is reachable from the UI again.
- After saving credentials, continue into the connect flow when a user
  binding is still required (multi-user mode) instead of stopping at a
  "Connected" toast.
- Extract shared provider-state helpers to core/channels/provider-state
  and add unit + e2e coverage for the direct-connect and
  configure-then-connect paths.

Provider status semantics:
- Report connection_status from the user's newest connection row;
  with no binding it is not_connected, except in auth-disabled local
  mode where a configured running channel is effectively connected.

Concurrency and event-loop correctness:
- Offload ChannelRuntimeConfigStore construction and writes, channel
  service construction, and Slack connection replies to threads; add a
  tests/blocking_io/ anchor for the runtime-config handlers.
- Consume binding codes with a conditional UPDATE so a code can only be
  used once under concurrent workers; retry upsert_connection as an
  update when a concurrent insert wins the unique constraint.
- Serialize ensure_channel_ready per channel so concurrent provider
  polls cannot double-start a channel worker.

Config and migration hardening:
- Stop mutating the get_app_config()-cached Telegram provider config;
  the runtime store now owns the UI-entered bot username.
- Register channel_connections in STARTUP_ONLY_FIELDS with the
  standardized startup-only Field description.
- Match the legacy unsafe-id bucket by recomputing its exact SHA-1 name
  so another user's same-prefix bucket can never be migrated.
- Remove the unused Telegram process_webhook_update path and document
  src/core/channels in the frontend docs.

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

* Address PR review comments on authz scoping and channel runtime

Security (review feedback from ShenAC-SAC):
- Scope internal-token callers to the connection owner carried in
  X-DeerFlow-Owner-User-Id instead of bypassing owner checks outright,
  in both require_permission(owner_check=True) and the stateless run
  endpoints. Internal callers keep access to their own and
  shared/legacy threads, and may claim a default-owned channel thread
  for its real owner, but a leaked internal token no longer grants
  cross-user thread access.
- Require admin privileges for POST/DELETE /api/channels/{provider}/
  runtime-config: runtime credentials and channel workers are
  instance-wide shared state (same model as the MCP config API).
  Read-only provider listing stays available to all users.

Performance (review feedback from willem-bd):
- Skip the redundant thread channel-metadata PATCH after the first
  successful backfill per thread.
- Reuse the per-connection Slack WebClient until its token changes
  instead of constructing one per outbound message.
- Reconcile channel readiness for all providers concurrently in
  GET /api/channels/providers.

Also resolve the code-quality unused-import flag in the blocking-io
anchor by pre-importing the channel service via importlib.

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

* Fix prettier formatting in provider-state test

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

* Reconcile UI runtime channel config with config reload on restart

Main now reloads a channel's config.yaml entry on restart_channel()
(#3514, issue #3497). Adapt the user-owned connection flow to coexist:

- configure_channel() restarts with reload_config=False — the caller
  just supplied the authoritative config (browser-entered credentials
  that are never written to config.yaml), so a file reload must not
  clobber it with the stale on-disk entry.
- _load_channel_config() re-applies the UI runtime-store overlay used
  at startup, so an operator-triggered restart keeps browser-entered
  credentials for channels without a config.yaml entry and does not
  resurrect a channel disconnected from the UI.
- Offload the reload's disk IO (config.yaml + runtime store) with
  asyncio.to_thread, matching the blocking-IO policy on this branch.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-12 15:24:58 +08:00
greatmengqi
94eee95fe0 feat(auth): release-validation pass for 2.0-rc — 12 blockers + simplify follow-ups (#2008)
* feat(auth): introduce backend auth module

Port RFC-001 authentication core from PR #1728:
- JWT token handling (create_access_token, decode_token, TokenPayload)
- Password hashing (bcrypt) with verify_password
- SQLite UserRepository with base interface
- Provider Factory pattern (LocalAuthProvider)
- CLI reset_admin tool
- Auth-specific errors (AuthErrorCode, TokenError, AuthErrorResponse)

Deps:
- bcrypt>=4.0.0
- pyjwt>=2.9.0
- email-validator>=2.0.0
- backend/uv.toml pins public PyPI index

Tests: 12 pure unit tests (test_auth_config.py, test_auth_errors.py).

Scope note: authz.py, test_auth.py, and test_auth_type_system.py are
deferred to commit 2 because they depend on middleware and deps wiring
that is not yet in place. Commit 1 stays "pure new files only" as the
spec mandates.

* feat(auth): wire auth end-to-end (middleware + frontend replacement)

Backend:
- Port auth_middleware, csrf_middleware, langgraph_auth, routers/auth
- Port authz decorator (owner_filter_key defaults to 'owner_id')
- Merge app.py: register AuthMiddleware + CSRFMiddleware + CORS, add
  _ensure_admin_user lifespan hook, _migrate_orphaned_threads helper,
  register auth router
- Merge deps.py: add get_local_provider, get_current_user_from_request,
  get_optional_user_from_request; keep get_current_user as thin str|None
  adapter for feedback router
- langgraph.json: add auth path pointing to langgraph_auth.py:auth
- Rename metadata['user_id'] -> metadata['owner_id'] in langgraph_auth
  (both metadata write and LangGraph filter dict) + test fixtures

Frontend:
- Delete better-auth library and api catch-all route
- Remove better-auth npm dependency and env vars (BETTER_AUTH_SECRET,
  BETTER_AUTH_GITHUB_*) from env.js
- Port frontend/src/core/auth/* (AuthProvider, gateway-config,
  proxy-policy, server-side getServerSideUser, types)
- Port frontend/src/core/api/fetcher.ts
- Port (auth)/layout, (auth)/login, (auth)/setup pages
- Rewrite workspace/layout.tsx as server component that calls
  getServerSideUser and wraps in AuthProvider
- Port workspace/workspace-content.tsx for the client-side sidebar logic

Tests:
- Port 5 auth test files (test_auth, test_auth_middleware,
  test_auth_type_system, test_ensure_admin, test_langgraph_auth)
- 176 auth tests PASS

After this commit: login/logout/registration flow works, but persistence
layer does not yet filter by owner_id. Commit 4 closes that gap.

* feat(auth): account settings page + i18n

- Port account-settings-page.tsx (change password, change email, logout)
- Wire into settings-dialog.tsx as new "account" section with UserIcon,
  rendered first in the section list
- Add i18n keys:
  - en-US/zh-CN: settings.sections.account ("Account" / "账号")
  - en-US/zh-CN: button.logout ("Log out" / "退出登录")
  - types.ts: matching type declarations

* feat(auth): enforce owner_id across 2.0-rc persistence layer

Add request-scoped contextvar-based owner filtering to threads_meta,
runs, run_events, and feedback repositories. Router code is unchanged
— isolation is enforced at the storage layer so that any caller that
forgets to pass owner_id still gets filtered results, and new routes
cannot accidentally leak data.

Core infrastructure
-------------------
- deerflow/runtime/user_context.py (new):
  - ContextVar[CurrentUser | None] with default None
  - runtime_checkable CurrentUser Protocol (structural subtype with .id)
  - set/reset/get/require helpers
  - AUTO sentinel + resolve_owner_id(value, method_name) for sentinel
    three-state resolution: AUTO reads contextvar, explicit str
    overrides, explicit None bypasses the filter (for migration/CLI)

Repository changes
------------------
- ThreadMetaRepository: create/get/search/update_*/delete gain
  owner_id=AUTO kwarg; read paths filter by owner, writes stamp it,
  mutations check ownership before applying
- RunRepository: put/get/list_by_thread/delete gain owner_id=AUTO kwarg
- FeedbackRepository: create/get/list_by_run/list_by_thread/delete
  gain owner_id=AUTO kwarg
- DbRunEventStore: list_messages/list_events/list_messages_by_run/
  count_messages/delete_by_thread/delete_by_run gain owner_id=AUTO
  kwarg. Write paths (put/put_batch) read contextvar softly: when a
  request-scoped user is available, owner_id is stamped; background
  worker writes without a user context pass None which is valid
  (orphan row to be bound by migration)

Schema
------
- persistence/models/run_event.py: RunEventRow.owner_id = Mapped[
  str | None] = mapped_column(String(64), nullable=True, index=True)
- No alembic migration needed: 2.0 ships fresh, Base.metadata.create_all
  picks up the new column automatically

Middleware
----------
- auth_middleware.py: after cookie check, call get_optional_user_from_
  request to load the real User, stamp it into request.state.user AND
  the contextvar via set_current_user, reset in a try/finally. Public
  paths and unauthenticated requests continue without contextvar, and
  @require_auth handles the strict 401 path

Test infrastructure
-------------------
- tests/conftest.py: @pytest.fixture(autouse=True) _auto_user_context
  sets a default SimpleNamespace(id="test-user-autouse") on every test
  unless marked @pytest.mark.no_auto_user. Keeps existing 20+
  persistence tests passing without modification
- pyproject.toml [tool.pytest.ini_options]: register no_auto_user
  marker so pytest does not emit warnings for opt-out tests
- tests/test_user_context.py: 6 tests covering three-state semantics,
  Protocol duck typing, and require/optional APIs
- tests/test_thread_meta_repo.py: one test updated to pass owner_id=
  None explicitly where it was previously relying on the old default

Test results
------------
- test_user_context.py: 6 passed
- test_auth*.py + test_langgraph_auth.py + test_ensure_admin.py: 127
- test_run_event_store / test_run_repository / test_thread_meta_repo
  / test_feedback: 92 passed
- Full backend suite: 1905 passed, 2 failed (both @requires_llm flaky
  integration tests unrelated to auth), 1 skipped

* feat(auth): extend orphan migration to 2.0-rc persistence tables

_ensure_admin_user now runs a three-step pipeline on every boot:

  Step 1 (fatal):     admin user exists / is created / password is reset
  Step 2 (non-fatal): LangGraph store orphan threads → admin
  Step 3 (non-fatal): SQL persistence tables → admin
    - threads_meta
    - runs
    - run_events
    - feedback

Each step is idempotent. The fatal/non-fatal split mirrors PR #1728's
original philosophy: admin creation failure blocks startup (the system
is unusable without an admin), whereas migration failures log a warning
and let the service proceed (a partial migration is recoverable; a
missing admin is not).

Key helpers
-----------
- _iter_store_items(store, namespace, *, page_size=500):
  async generator that cursor-paginates across LangGraph store pages.
  Fixes PR #1728's hardcoded limit=1000 bug that would silently lose
  orphans beyond the first page.

- _migrate_orphaned_threads(store, admin_user_id):
  Rewritten to use _iter_store_items. Returns the migrated count so the
  caller can log it; raises only on unhandled exceptions.

- _migrate_orphan_sql_tables(admin_user_id):
  Imports the 4 ORM models lazily, grabs the shared session factory,
  runs one UPDATE per table in a single transaction, commits once.
  No-op when no persistence backend is configured (in-memory dev).

Tests: test_ensure_admin.py (8 passed)

* test(auth): port AUTH test plan docs + lint/format pass

- Port backend/docs/AUTH_TEST_PLAN.md and AUTH_UPGRADE.md from PR #1728
- Rename metadata.user_id → metadata.owner_id in AUTH_TEST_PLAN.md
  (4 occurrences from the original PR doc)
- ruff auto-fix UP037 in sentinel type annotations: drop quotes around
  "str | None | _AutoSentinel" now that from __future__ import
  annotations makes them implicit string forms
- ruff format: 2 files (app/gateway/app.py, runtime/user_context.py)

Note on test coverage additions:
- conftest.py autouse fixture was already added in commit 4 (had to
  be co-located with the repository changes to keep pre-existing
  persistence tests passing)
- cross-user isolation E2E tests (test_owner_isolation.py) deferred
  — enforcement is already proven by the 98-test repository suite
  via the autouse fixture + explicit _AUTO sentinel exercises
- New test cases (TC-API-17..20, TC-ATK-13, TC-MIG-01..07) listed
  in AUTH_TEST_PLAN.md are deferred to a follow-up PR — they are
  manual-QA test cases rather than pytest code, and the spec-level
  coverage is already met by test_user_context.py + the 98-test
  repository suite.

Final test results:
- Auth suite (test_auth*, test_langgraph_auth, test_ensure_admin,
  test_user_context): 186 passed
- Persistence suite (test_run_event_store, test_run_repository,
  test_thread_meta_repo, test_feedback): 98 passed
- Lint: ruff check + ruff format both clean

* test(auth): add cross-user isolation test suite

10 tests exercising the storage-layer owner filter by manually
switching the user_context contextvar between two users. Verifies
the safety invariant:

  After a repository write with owner_id=A, a subsequent read with
  owner_id=B must not return the row, and vice versa.

Covers all 4 tables that own user-scoped data:

TC-API-17  threads_meta  — read, search, update, delete cross-user
TC-API-18  runs          — get, list_by_thread, delete cross-user
TC-API-19  run_events    — list_messages, list_events, count_messages,
                           delete_by_thread (CRITICAL: raw conversation
                           content leak vector)
TC-API-20  feedback      — get, list_by_run, delete cross-user

Plus two meta-tests verifying the sentinel pattern itself:
- AUTO + unset contextvar raises RuntimeError
- explicit owner_id=None bypasses the filter (migration escape hatch)

Architecture note
-----------------
These tests bypass the HTTP layer by design. The full chain
(cookie → middleware → contextvar → repository) is covered piecewise:

- test_auth_middleware.py: middleware sets contextvar from cookies
- test_owner_isolation.py: repositories enforce isolation when
  contextvar is set to different users

Together they prove the end-to-end safety property without the
ceremony of spinning up a full TestClient + in-memory DB for every
router endpoint.

Tests pass: 231 (full auth + persistence + isolation suite)
Lint: clean

* refactor(auth): migrate user repository to SQLAlchemy ORM

Move the users table into the shared persistence engine so auth
matches the pattern of threads_meta, runs, run_events, and feedback —
one engine, one session factory, one schema init codepath.

New files
---------
- persistence/user/__init__.py, persistence/user/model.py: UserRow
  ORM class with partial unique index on (oauth_provider, oauth_id)
- Registered in persistence/models/__init__.py so
  Base.metadata.create_all() picks it up

Modified
--------
- auth/repositories/sqlite.py: rewritten as async SQLAlchemy,
  identical constructor pattern to the other four repositories
  (def __init__(self, session_factory) + self._sf = session_factory)
- auth/config.py: drop users_db_path field — storage is configured
  through config.database like every other table
- deps.py/get_local_provider: construct SQLiteUserRepository with
  the shared session factory, fail fast if engine is not initialised
- tests/test_auth.py: rewrite test_sqlite_round_trip_new_fields to
  use the shared engine (init_engine + close_engine in a tempdir)
- tests/test_auth_type_system.py: add per-test autouse fixture that
  spins up a scratch engine and resets deps._cached_* singletons

* refactor(auth): remove SQL orphan migration (unused in supported scenarios)

The _migrate_orphan_sql_tables helper existed to bind NULL owner_id
rows in threads_meta, runs, run_events, and feedback to the admin on
first boot. But in every supported upgrade path, it's a no-op:

  1. Fresh install: create_all builds fresh tables, no legacy rows
  2. No-auth → with-auth (no existing persistence DB): persistence
     tables are created fresh by create_all, no legacy rows
  3. No-auth → with-auth (has existing persistence DB from #1930):
     NOT a supported upgrade path — "有 DB 到有 DB" schema evolution
     is out of scope; users wipe DB or run manual ALTER

So the SQL orphan migration never has anything to do in the
supported matrix. Delete the function, simplify _ensure_admin_user
from a 3-step pipeline to a 2-step one (admin creation + LangGraph
store orphan migration only).

LangGraph store orphan migration stays: it serves the real
"no-auth → with-auth" upgrade path where a user's existing LangGraph
thread metadata has no owner_id field and needs to be stamped with
the newly-created admin's id.

Tests: 284 passed (auth + persistence + isolation)
Lint: clean

* security(auth): write initial admin password to 0600 file instead of logs

CodeQL py/clear-text-logging-sensitive-data flagged 3 call sites that
logged the auto-generated admin password to stdout via logger.info().
Production log aggregators (ELK/Splunk/etc) would have captured those
cleartext secrets. Replace with a shared helper that writes to
.deer-flow/admin_initial_credentials.txt with mode 0600, and log only
the path.

New file
--------
- app/gateway/auth/credential_file.py: write_initial_credentials()
  helper. Takes email, password, and a "initial"/"reset" label.
  Creates .deer-flow/ if missing, writes a header comment plus the
  email+password, chmods 0o600, returns the absolute Path.

Modified
--------
- app/gateway/app.py: both _ensure_admin_user paths (fresh creation
  + needs_setup password reset) now write to file and log the path
- app/gateway/auth/reset_admin.py: rewritten to use the shared ORM
  repo (SQLiteUserRepository with session_factory) and the
  credential_file helper. The previous implementation was broken
  after the earlier ORM refactor — it still imported _get_users_conn
  and constructed SQLiteUserRepository() without a session factory.

No tests changed — the three password-log sites are all exercised
via existing test_ensure_admin.py which checks that startup
succeeds, not that a specific string appears in logs.

CodeQL alerts 272, 283, 284: all resolved.

* security(auth): strict JWT validation in middleware (fix junk cookie bypass)

AUTH_TEST_PLAN test 7.5.8 expects junk cookies to be rejected with
401. The previous middleware behaviour was "presence-only": check
that some access_token cookie exists, then pass through. In
combination with my Task-12 decision to skip @require_auth
decorators on routes, this created a gap where a request with any
cookie-shaped string (e.g. access_token=not-a-jwt) would bypass
authentication on routes that do not touch the repository
(/api/models, /api/mcp/config, /api/memory, /api/skills, …).

Fix: middleware now calls get_current_user_from_request() strictly
and catches the resulting HTTPException to render a 401 with the
proper fine-grained error code (token_invalid, token_expired,
user_not_found, …). On success it stamps request.state.user and
the contextvar so repository-layer owner filters work downstream.

The 4 old "_with_cookie_passes" tests in test_auth_middleware.py
were written for the presence-only behaviour; they asserted that
a junk cookie would make the handler return 200. They are renamed
to "_with_junk_cookie_rejected" and their assertions flipped to
401. The negative path (no cookie → 401 not_authenticated)
is unchanged.

Verified:
  no cookie       → 401 not_authenticated
  junk cookie     → 401 token_invalid     (the fixed bug)
  expired cookie  → 401 token_expired

Tests: 284 passed (auth + persistence + isolation)
Lint: clean

* security(auth): wire @require_permission(owner_check=True) on isolation routes

Apply the require_permission decorator to all 28 routes that take a
{thread_id} path parameter. Combined with the strict middleware
(previous commit), this gives the double-layer protection that
AUTH_TEST_PLAN test 7.5.9 documents:

  Layer 1 (AuthMiddleware): cookie + JWT validation, rejects junk
                            cookies and stamps request.state.user
  Layer 2 (@require_permission with owner_check=True): per-resource
                            ownership verification via
                            ThreadMetaStore.check_access — returns
                            404 if a different user owns the thread

The decorator's owner_check branch is rewritten to use the SQL
thread_meta_repo (the 2.0-rc persistence layer) instead of the
LangGraph store path that PR #1728 used (_store_get / get_store
in routers/threads.py). The inject_record convenience is dropped
— no caller in 2.0 needs the LangGraph blob, and the SQL repo has
a different shape.

Routes decorated (28 total):
- threads.py: delete, patch, get, get-state, post-state, post-history
- thread_runs.py: post-runs, post-runs-stream, post-runs-wait,
  list_runs, get_run, cancel_run, join_run, stream_existing_run,
  list_thread_messages, list_run_messages, list_run_events,
  thread_token_usage
- feedback.py: create, list, stats, delete
- uploads.py: upload (added Request param), list, delete
- artifacts.py: get_artifact
- suggestions.py: generate (renamed body parameter to avoid
  conflict with FastAPI Request)

Test fixes:
- test_suggestions_router.py: bypass the decorator via __wrapped__
  (the unit tests cover parsing logic, not auth — no point spinning
  up a thread_meta_repo just to test JSON unwrapping)
- test_auth_middleware.py 4 fake-cookie tests: already updated in
  the previous commit (745bf432)

Tests: 293 passed (auth + persistence + isolation + suggestions)
Lint: clean

* security(auth): defense-in-depth fixes from release validation pass

Eight findings caught while running the AUTH_TEST_PLAN end-to-end against
the deployed sg_dev stack. Each is a pre-condition for shipping
release/2.0-rc that the previous PRs missed.

Backend hardening
- routers/auth.py: rate limiter X-Real-IP now requires AUTH_TRUSTED_PROXIES
  whitelist (CIDR/IP allowlist). Without nginx in front, the previous code
  honored arbitrary X-Real-IP, letting an attacker rotate the header to
  fully bypass the per-IP login lockout.
- routers/auth.py: 36-entry common-password blocklist via Pydantic
  field_validator on RegisterRequest + ChangePasswordRequest. The shared
  _validate_strong_password helper keeps the constraint in one place.
- routers/threads.py: ThreadCreateRequest + ThreadPatchRequest strip
  server-reserved metadata keys (owner_id, user_id) via Pydantic
  field_validator so a forged value can never round-trip back to other
  clients reading the same thread. The actual ownership invariant stays
  on the threads_meta row; this closes the metadata-blob echo gap.
- authz.py + thread_meta/sql.py: require_permission gains a require_existing
  flag plumbed through check_access(require_existing=True). Destructive
  routes (DELETE/PATCH/state-update/runs/feedback) now treat a missing
  thread_meta row as 404 instead of "untracked legacy thread, allow",
  closing the cross-user delete-idempotence gap where any user could
  successfully DELETE another user's deleted thread.
- repositories/sqlite.py + base.py: update_user raises UserNotFoundError
  on a vanished row instead of silently returning the input. Concurrent
  delete during password reset can no longer look like a successful update.
- runtime/user_context.py: resolve_owner_id() coerces User.id (UUID) to
  str at the contextvar boundary so SQLAlchemy String(64) columns can
  bind it. The whole 2.0-rc isolation pipeline was previously broken
  end-to-end (POST /api/threads → 500 "type 'UUID' is not supported").
- persistence/engine.py: SQLAlchemy listener enables PRAGMA journal_mode=WAL,
  synchronous=NORMAL, foreign_keys=ON on every new SQLite connection.
  TC-UPG-06 in the test plan expects WAL; previous code shipped with the
  default 'delete' journal.
- auth_middleware.py: stamp request.state.auth = AuthContext(...) so
  @require_permission's short-circuit fires; previously every isolation
  request did a duplicate JWT decode + users SELECT. Also unifies the
  401 payload through AuthErrorResponse(...).model_dump().
- app.py: _ensure_admin_user restructure removes the noqa F821 scoping
  bug where 'password' was referenced outside the branch that defined it.
  New _announce_credentials helper absorbs the duplicate log block in
  the fresh-admin and reset-admin branches.

* fix(frontend+nginx): rollout CSRF on every state-changing client path

The frontend was 100% broken in gateway-pro mode for any user trying to
open a specific chat thread. Three cumulative bugs each silently
masked the next.

LangGraph SDK CSRF gap (api-client.ts)
- The Client constructor took only apiUrl, no defaultHeaders, no fetch
  interceptor. The SDK's internal fetch never sent X-CSRF-Token, so
  every state-changing /api/langgraph-compat/* call (runs/stream,
  threads/search, threads/{tid}/history, ...) hit CSRFMiddleware and
  got 403 before reaching the auth check. UI symptom: empty thread page
  with no error message; the SPA's hooks swallowed the rejection.
- Fix: pass an onRequest hook that injects X-CSRF-Token from the
  csrf_token cookie per request. Reading the cookie per call (not at
  construction time) handles login / logout / password-change cookie
  rotation transparently. The SDK's prepareFetchOptions calls
  onRequest for both regular requests AND streaming/SSE/reconnect, so
  the same hook covers runs.stream and runs.joinStream.

Raw fetch CSRF gap (7 files)
- Audit: 11 frontend fetch sites, only 2 included CSRF (login/setup +
  account-settings change-password). The other 7 routed through raw
  fetch() with no header — suggestions, memory, agents, mcp, skills,
  uploads, and the local thread cleanup hook all 403'd silently.
- Fix: enhance fetcher.ts:fetchWithAuth to auto-inject X-CSRF-Token on
  POST/PUT/DELETE/PATCH from a single shared readCsrfCookie() helper.
  Convert all 7 raw fetch() callers to fetchWithAuth so the contract
  is centrally enforced. api-client.ts and fetcher.ts share
  readCsrfCookie + STATE_CHANGING_METHODS to avoid drift.

nginx routing + buffering (nginx.local.conf)
- The auth feature shipped without updating the nginx config: per-API
  explicit location blocks but no /api/v1/auth/, /api/feedback, /api/runs.
  The frontend's client-side fetches to /api/v1/auth/login/local 404'd
  from the Next.js side because nginx routed /api/* to the frontend.
- Fix: add catch-all `location /api/` that proxies to the gateway.
  nginx longest-prefix matching keeps the explicit blocks (/api/models,
  /api/threads regex, /api/langgraph/, ...) winning for their paths.
- Fix: disable proxy_buffering + proxy_request_buffering for the
  frontend `location /` block. Without it, nginx tries to spool large
  Next.js chunks into /var/lib/nginx/proxy (root-owned) and fails with
  Permission denied → ERR_INCOMPLETE_CHUNKED_ENCODING → ChunkLoadError.

* test(auth): release-validation test infra and new coverage

Test fixtures and unit tests added during the validation pass.

Router test helpers (NEW: tests/_router_auth_helpers.py)
- make_authed_test_app(): builds a FastAPI test app with a stub
  middleware that stamps request.state.user + request.state.auth and a
  permissive thread_meta_repo mock. TestClient-based router tests
  (test_artifacts_router, test_threads_router) use it instead of bare
  FastAPI() so the new @require_permission(owner_check=True) decorators
  short-circuit cleanly.
- call_unwrapped(): walks the __wrapped__ chain to invoke the underlying
  handler without going through the authz wrappers. Direct-call tests
  (test_uploads_router) use it. Typed with ParamSpec so the wrapped
  signature flows through.

Backend test additions
- test_auth.py: 7 tests for the new _get_client_ip trust model (no
  proxy / trusted proxy / untrusted peer / XFF rejection / invalid
  CIDR / no client). 5 tests for the password blocklist (literal,
  case-insensitive, strong password accepted, change-password binding,
  short-password length-check still fires before blocklist).
  test_update_user_raises_when_row_concurrently_deleted: closes a
  shipped-without-coverage gap on the new UserNotFoundError contract.
- test_thread_meta_repo.py: 4 tests for check_access(require_existing=True)
  — strict missing-row denial, strict owner match, strict owner mismatch,
  strict null-owner still allowed (shared rows survive the tightening).
- test_ensure_admin.py: 3 tests for _migrate_orphaned_threads /
  _iter_store_items pagination, covering the TC-UPG-02 upgrade story
  end-to-end via mock store. Closes the gap where the cursor pagination
  was untested even though the previous PR rewrote it.
- test_threads_router.py: 5 tests for _strip_reserved_metadata
  (owner_id removal, user_id removal, safe-keys passthrough, empty
  input, both-stripped).
- test_auth_type_system.py: replace "password123" fixtures with
  Tr0ub4dor3a / AnotherStr0ngPwd! so the new password blocklist
  doesn't reject the test data.

* docs(auth): refresh TC-DOCKER-05 + document Docker validation gap

- AUTH_TEST_PLAN.md TC-DOCKER-05: the previous expectation
  ("admin password visible in docker logs") was stale after the simplify
  pass that moved credentials to a 0600 file. The grep "Password:" check
  would have silently failed and given a false sense of coverage. New
  expectation matches the actual file-based path: 0600 file in
  DEER_FLOW_HOME, log shows the path (not the secret), reverse-grep
  asserts no leaked password in container logs.
- NEW: docs/AUTH_TEST_DOCKER_GAP.md documents the only un-executed
  block in the test plan (TC-DOCKER-01..06). Reason: sg_dev validation
  host has no Docker daemon installed. The doc maps each Docker case
  to an already-validated bare-metal equivalent (TC-1.1, TC-REENT-01,
  TC-API-02 etc.) so the gap is auditable, and includes pre-flight
  reproduction steps for whoever has Docker available.

---------

Co-authored-by: greatmengqi <chenmengqi.0376@bytedance.com>
2026-04-26 11:08:11 +08:00
rayhpeng
d8ecaf46c9 feat(persistence): add unified persistence layer with event store, token tracking, and feedback (#1930)
* feat(persistence): add SQLAlchemy 2.0 async ORM scaffold

Introduce a unified database configuration (DatabaseConfig) that
controls both the LangGraph checkpointer and the DeerFlow application
persistence layer from a single `database:` config section.

New modules:
- deerflow.config.database_config — Pydantic config with memory/sqlite/postgres backends
- deerflow.persistence — async engine lifecycle, DeclarativeBase with to_dict mixin, Alembic skeleton
- deerflow.runtime.runs.store — RunStore ABC + MemoryRunStore implementation

Gateway integration initializes/tears down the persistence engine in
the existing langgraph_runtime() context manager. Legacy checkpointer
config is preserved for backward compatibility.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(persistence): add RunEventStore ABC + MemoryRunEventStore

Phase 2-A prerequisite for event storage: adds the unified run event
stream interface (RunEventStore) with an in-memory implementation,
RunEventsConfig, gateway integration, and comprehensive tests (27 cases).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(persistence): add ORM models, repositories, DB/JSONL event stores, RunJournal, and API endpoints

Phase 2-B: run persistence + event storage + token tracking.

- ORM models: RunRow (with token fields), ThreadMetaRow, RunEventRow
- RunRepository implements RunStore ABC via SQLAlchemy ORM
- ThreadMetaRepository with owner access control
- DbRunEventStore with trace content truncation and cursor pagination
- JsonlRunEventStore with per-run files and seq recovery from disk
- RunJournal (BaseCallbackHandler) captures LLM/tool/lifecycle events,
  accumulates token usage by caller type, buffers and flushes to store
- RunManager now accepts optional RunStore for persistent backing
- Worker creates RunJournal, writes human_message, injects callbacks
- Gateway deps use factory functions (RunRepository when DB available)
- New endpoints: messages, run messages, run events, token-usage
- ThreadCreateRequest gains assistant_id field
- 92 tests pass (33 new), zero regressions

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(persistence): add user feedback + follow-up run association

Phase 2-C: feedback and follow-up tracking.

- FeedbackRow ORM model (rating +1/-1, optional message_id, comment)
- FeedbackRepository with CRUD, list_by_run/thread, aggregate stats
- Feedback API endpoints: create, list, stats, delete
- follow_up_to_run_id in RunCreateRequest (explicit or auto-detected
  from latest successful run on the thread)
- Worker writes follow_up_to_run_id into human_message event metadata
- Gateway deps: feedback_repo factory + getter
- 17 new tests (14 FeedbackRepository + 3 follow-up association)
- 109 total tests pass, zero regressions

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* test+config: comprehensive Phase 2 test coverage + deprecate checkpointer config

- config.example.yaml: deprecate standalone checkpointer section, activate
  unified database:sqlite as default (drives both checkpointer + app data)
- New: test_thread_meta_repo.py (14 tests) — full ThreadMetaRepository coverage
  including check_access owner logic, list_by_owner pagination
- Extended test_run_repository.py (+4 tests) — completion preserves fields,
  list ordering desc, limit, owner_none returns all
- Extended test_run_journal.py (+8 tests) — on_chain_error, track_tokens=false,
  middleware no ai_message, unknown caller tokens, convenience fields,
  tool_error, non-summarization custom event
- Extended test_run_event_store.py (+7 tests) — DB batch seq continuity,
  make_run_event_store factory (memory/db/jsonl/fallback/unknown)
- Extended test_phase2b_integration.py (+4 tests) — create_or_reject persists,
  follow-up metadata, summarization in history, full DB-backed lifecycle
- Fixed DB integration test to use proper fake objects (not MagicMock)
  for JSON-serializable metadata
- 157 total Phase 2 tests pass, zero regressions

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* config: move default sqlite_dir to .deer-flow/data

Keep SQLite databases alongside other DeerFlow-managed data
(threads, memory) under the .deer-flow/ directory instead of a
top-level ./data folder.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor(persistence): remove UTFJSON, use engine-level json_serializer + datetime.now()

- Replace custom UTFJSON type with standard sqlalchemy.JSON in all ORM
  models. Add json_serializer=json.dumps(ensure_ascii=False) to all
  create_async_engine calls so non-ASCII text (Chinese etc.) is stored
  as-is in both SQLite and Postgres.
- Change ORM datetime defaults from datetime.now(UTC) to datetime.now(),
  remove UTC imports.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor(gateway): simplify deps.py with getter factory + inline repos

- Replace 6 identical getter functions with _require() factory.
- Inline 3 _make_*_repo() factories into langgraph_runtime(), call
  get_session_factory() once instead of 3 times.
- Add thread_meta upsert in start_run (services.py).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(docker): add UV_EXTRAS build arg for optional dependencies

Support installing optional dependency groups (e.g. postgres) at
Docker build time via UV_EXTRAS build arg:
  UV_EXTRAS=postgres docker compose build

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor(journal): fix flush, token tracking, and consolidate tests

RunJournal fixes:
- _flush_sync: retain events in buffer when no event loop instead of
  dropping them; worker's finally block flushes via async flush().
- on_llm_end: add tool_calls filter and caller=="lead_agent" guard for
  ai_message events; mark message IDs for dedup with record_llm_usage.
- worker.py: persist completion data (tokens, message count) to RunStore
  in finally block.

Model factory:
- Auto-inject stream_usage=True for BaseChatOpenAI subclasses with
  custom api_base, so usage_metadata is populated in streaming responses.

Test consolidation:
- Delete test_phase2b_integration.py (redundant with existing tests).
- Move DB-backed lifecycle test into test_run_journal.py.
- Add tests for stream_usage injection in test_model_factory.py.
- Clean up executor/task_tool dead journal references.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(events): widen content type to str|dict in all store backends

Allow event content to be a dict (for structured OpenAI-format messages)
in addition to plain strings. Dict values are JSON-serialized for the DB
backend and deserialized on read; memory and JSONL backends handle dicts
natively. Trace truncation now serializes dicts to JSON before measuring.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(events): use metadata flag instead of heuristic for dict content detection

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(converters): add LangChain-to-OpenAI message format converters

Pure functions langchain_to_openai_message, langchain_to_openai_completion,
langchain_messages_to_openai, and _infer_finish_reason for converting
LangChain BaseMessage objects to OpenAI Chat Completions format, used by
RunJournal for event storage. 15 unit tests added.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(converters): handle empty list content as null, clean up test

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(events): human_message content uses OpenAI user message format

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(events): ai_message uses OpenAI format, add ai_tool_call message event

- ai_message content now uses {"role": "assistant", "content": "..."} format
- New ai_tool_call message event emitted when lead_agent LLM responds with tool_calls
- ai_tool_call uses langchain_to_openai_message converter for consistent format
- Both events include finish_reason in metadata ("stop" or "tool_calls")

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(events): add tool_result message event with OpenAI tool message format

Cache tool_call_id from on_tool_start keyed by run_id as fallback for on_tool_end,
then emit a tool_result message event (role=tool, tool_call_id, content) after each
successful tool completion.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(events): summary content uses OpenAI system message format

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(events): replace llm_start/llm_end with llm_request/llm_response in OpenAI format

Add on_chat_model_start to capture structured prompt messages as llm_request events.
Replace llm_end trace events with llm_response using OpenAI Chat Completions format.
Track llm_call_index to pair request/response events.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(events): add record_middleware method for middleware trace events

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* test(events): add full run sequence integration test for OpenAI content format

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(events): align message events with checkpoint format and add middleware tag injection

- Message events (ai_message, ai_tool_call, tool_result, human_message) now use
  BaseMessage.model_dump() format, matching LangGraph checkpoint values.messages
- on_tool_end extracts tool_call_id/name/status from ToolMessage objects
- on_tool_error now emits tool_result message events with error status
- record_middleware uses middleware:{tag} event_type and middleware category
- Summarization custom events use middleware:summarize category
- TitleMiddleware injects middleware:title tag via get_config() inheritance
- SummarizationMiddleware model bound with middleware:summarize tag
- Worker writes human_message using HumanMessage.model_dump()

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(threads): switch search endpoint to threads_meta table and sync title

- POST /api/threads/search now queries threads_meta table directly,
  removing the two-phase Store + Checkpointer scan approach
- Add ThreadMetaRepository.search() with metadata/status filters
- Add ThreadMetaRepository.update_display_name() for title sync
- Worker syncs checkpoint title to threads_meta.display_name on run completion
- Map display_name to values.title in search response for API compatibility

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(threads): history endpoint reads messages from event store

- POST /api/threads/{thread_id}/history now combines two data sources:
  checkpointer for checkpoint_id, metadata, title, thread_data;
  event store for messages (complete history, not truncated by summarization)
- Strip internal LangGraph metadata keys from response
- Remove full channel_values serialization in favor of selective fields

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: remove duplicate optional-dependencies header in pyproject.toml

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(middleware): pass tagged config to TitleMiddleware ainvoke call

Without the config, the middleware:title tag was not injected,
causing the LLM response to be recorded as a lead_agent ai_message
in run_events.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: resolve merge conflict in .env.example

Keep both DATABASE_URL (from persistence-scaffold) and WECOM
credentials (from main) after the merge.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(persistence): address review feedback on PR #1851

- Fix naive datetime.now() → datetime.now(UTC) in all ORM models
- Fix seq race condition in DbRunEventStore.put() with FOR UPDATE
  and UNIQUE(thread_id, seq) constraint
- Encapsulate _store access in RunManager.update_run_completion()
- Deduplicate _store.put() logic in RunManager via _persist_to_store()
- Add update_run_completion to RunStore ABC + MemoryRunStore
- Wire follow_up_to_run_id through the full create path
- Add error recovery to RunJournal._flush_sync() lost-event scenario
- Add migration note for search_threads breaking change
- Fix test_checkpointer_none_fix mock to set database=None

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* chore: update uv.lock

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(persistence): address 22 review comments from CodeQL, Copilot, and Code Quality

Bug fixes:
- Sanitize log params to prevent log injection (CodeQL)
- Reset threads_meta.status to idle/error when run completes
- Attach messages only to latest checkpoint in /history response
- Write threads_meta on POST /threads so new threads appear in search

Lint fixes:
- Remove unused imports (journal.py, migrations/env.py, test_converters.py)
- Convert lambda to named function (engine.py, Ruff E731)
- Remove unused logger definitions in repos (Ruff F841)
- Add logging to JSONL decode errors and empty except blocks
- Separate assert side-effects in tests (CodeQL)
- Remove unused local variables in tests (Ruff F841)
- Fix max_trace_content truncation to use byte length, not char length

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* style: apply ruff format to persistence and runtime files

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Potential fix for pull request finding 'Statement has no effect'

Co-authored-by: Copilot Autofix powered by AI <223894421+github-code-quality[bot]@users.noreply.github.com>

* refactor(runtime): introduce RunContext to reduce run_agent parameter bloat

Extract checkpointer, store, event_store, run_events_config, thread_meta_repo,
and follow_up_to_run_id into a frozen RunContext dataclass. Add get_run_context()
in deps.py to build the base context from app.state singletons. start_run() uses
dataclasses.replace() to enrich per-run fields before passing ctx to run_agent.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor(gateway): move sanitize_log_param to app/gateway/utils.py

Extract the log-injection sanitizer from routers/threads.py into a shared
utils module and rename to sanitize_log_param (public API). Eliminates the
reverse service → router import in services.py.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* perf: use SQL aggregation for feedback stats and thread token usage

Replace Python-side counting in FeedbackRepository.aggregate_by_run with
a single SELECT COUNT/SUM query. Add RunStore.aggregate_tokens_by_thread
abstract method with SQL GROUP BY implementation in RunRepository and
Python fallback in MemoryRunStore. Simplify the thread_token_usage
endpoint to delegate to the new method, eliminating the limit=10000
truncation risk.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: annotate DbRunEventStore.put() as low-frequency path

Add docstring clarifying that put() opens a per-call transaction with
FOR UPDATE and should only be used for infrequent writes (currently
just the initial human_message event). High-throughput callers should
use put_batch() instead.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(threads): fall back to Store search when ThreadMetaRepository is unavailable

When database.backend=memory (default) or no SQL session factory is
configured, search_threads now queries the LangGraph Store instead of
returning 503. Returns empty list if neither Store nor repo is available.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor(persistence): introduce ThreadMetaStore ABC for backend-agnostic thread metadata

Add ThreadMetaStore abstract base class with create/get/search/update/delete
interface. ThreadMetaRepository (SQL) now inherits from it. New
MemoryThreadMetaStore wraps LangGraph BaseStore for memory-mode deployments.

deps.py now always provides a non-None thread_meta_repo, eliminating all
`if thread_meta_repo is not None` guards in services.py, worker.py, and
routers/threads.py. search_threads no longer needs a Store fallback branch.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor(history): read messages from checkpointer instead of RunEventStore

The /history endpoint now reads messages directly from the
checkpointer's channel_values (the authoritative source) instead of
querying RunEventStore.list_messages(). The RunEventStore API is
preserved for other consumers.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(persistence): address new Copilot review comments

- feedback.py: validate thread_id/run_id before deleting feedback
- jsonl.py: add path traversal protection with ID validation
- run_repo.py: parse `before` to datetime for PostgreSQL compat
- thread_meta_repo.py: fix pagination when metadata filter is active
- database_config.py: use resolve_path for sqlite_dir consistency

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Implement skill self-evolution and skill_manage flow (#1874)

* chore: ignore .worktrees directory

* Add skill_manage self-evolution flow

* Fix CI regressions for skill_manage

* Address PR review feedback for skill evolution

* fix(skill-evolution): preserve history on delete

* fix(skill-evolution): tighten scanner fallbacks

* docs: add skill_manage e2e evidence screenshot

* fix(skill-manage): avoid blocking fs ops in session runtime

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>

* fix(config): resolve sqlite_dir relative to CWD, not Paths.base_dir

resolve_path() resolves relative to Paths.base_dir (.deer-flow),
which double-nested the path to .deer-flow/.deer-flow/data/app.db.
Use Path.resolve() (CWD-relative) instead.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Feature/feishu receive file (#1608)

* feat(feishu): add channel file materialization hook for inbound messages

- Introduce Channel.receive_file(msg, thread_id) as a base method for file materialization; default is no-op.
- Implement FeishuChannel.receive_file to download files/images from Feishu messages, save to sandbox, and inject virtual paths into msg.text.
- Update ChannelManager to call receive_file for any channel if msg.files is present, enabling downstream model access to user-uploaded files.
- No impact on Slack/Telegram or other channels (they inherit the default no-op).

* style(backend): format code with ruff for lint compliance

- Auto-formatted packages/harness/deerflow/agents/factory.py and tests/test_create_deerflow_agent.py using `ruff format`
- Ensured both files conform to project linting standards
- Fixes CI lint check failures caused by code style issues

* fix(feishu): handle file write operation asynchronously to prevent blocking

* fix(feishu): rename GetMessageResourceRequest to _GetMessageResourceRequest and remove redundant code

* test(feishu): add tests for receive_file method and placeholder replacement

* fix(manager): remove unnecessary type casting for channel retrieval

* fix(feishu): update logging messages to reflect resource handling instead of image

* fix(feishu): sanitize filename by replacing invalid characters in file uploads

* fix(feishu): improve filename sanitization and reorder image key handling in message processing

* fix(feishu): add thread lock to prevent filename conflicts during file downloads

* fix(test): correct bad merge in test_feishu_parser.py

* chore: run ruff and apply formatting cleanup
fix(feishu): preserve rich-text attachment order and improve fallback filename handling

* fix(docker): restore gateway env vars and fix langgraph empty arg issue (#1915)

Two production docker-compose.yaml bugs prevent `make up` from working:

1. Gateway missing DEER_FLOW_CONFIG_PATH and DEER_FLOW_EXTENSIONS_CONFIG_PATH
   environment overrides. Added in fb2d99f (#1836) but accidentally reverted
   by ca2fb95 (#1847). Without them, gateway reads host paths from .env via
   env_file, causing FileNotFoundError inside the container.

2. Langgraph command fails when LANGGRAPH_ALLOW_BLOCKING is unset (default).
   Empty $${allow_blocking} inserts a bare space between flags, causing
   ' --no-reload' to be parsed as unexpected extra argument. Fix by building
   args string first and conditionally appending --allow-blocking.

Co-authored-by: cooper <cooperfu@tencent.com>

* fix(frontend): resolve invalid HTML nesting and tabnabbing vulnerabilities (#1904)

* fix(frontend): resolve invalid HTML nesting and tabnabbing vulnerabilities

Fix `<button>` inside `<a>` invalid HTML in artifact components and add
missing `noopener,noreferrer` to `window.open` calls to prevent reverse
tabnabbing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(frontend): address Copilot review on tabnabbing and double-tab-open

Remove redundant parent onClick on web_fetch ChainOfThoughtStep to
prevent opening two tabs on link click, and explicitly null out
window.opener after window.open() for defensive tabnabbing hardening.

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>

* refactor(persistence): organize entities into per-entity directories

Restructure the persistence layer from horizontal "models/ + repositories/"
split into vertical entity-aligned directories. Each entity (thread_meta,
run, feedback) now owns its ORM model, abstract interface (where applicable),
and concrete implementations under a single directory with an aggregating
__init__.py for one-line imports.

Layout:
  persistence/thread_meta/{base,model,sql,memory}.py
  persistence/run/{model,sql}.py
  persistence/feedback/{model,sql}.py

models/__init__.py is kept as a facade so Alembic autogenerate continues to
discover all ORM tables via Base.metadata. RunEventRow remains under
models/run_event.py because its storage implementation lives in
runtime/events/store/db.py and has no matching repository directory.

The repositories/ directory is removed entirely. All call sites in
gateway/deps.py and tests are updated to import from the new entity
packages, e.g.:

    from deerflow.persistence.thread_meta import ThreadMetaRepository
    from deerflow.persistence.run import RunRepository
    from deerflow.persistence.feedback import FeedbackRepository

Full test suite passes (1690 passed, 14 skipped).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(gateway): sync thread rename and delete through ThreadMetaStore

The POST /threads/{id}/state endpoint previously synced title changes
only to the LangGraph Store via _store_upsert. In sqlite mode the search
endpoint reads from the ThreadMetaRepository SQL table, so renames never
appeared in /threads/search until the next agent run completed (worker.py
syncs title from checkpoint to thread_meta in its finally block).

Likewise the DELETE /threads/{id} endpoint cleaned up the filesystem,
Store, and checkpointer but left the threads_meta row orphaned in sqlite,
so deleted threads kept appearing in /threads/search.

Fix both endpoints by routing through the ThreadMetaStore abstraction
which already has the correct sqlite/memory implementations wired up by
deps.py. The rename path now calls update_display_name() and the delete
path calls delete() — both work uniformly across backends.

Verified end-to-end with curl in gateway mode against sqlite backend.
Existing test suite (1690 passed) and focused router/repo tests pass.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor(gateway): route all thread metadata access through ThreadMetaStore

Following the rename/delete bug fix in PR1, migrate the remaining direct
LangGraph Store reads/writes in the threads router and services to the
ThreadMetaStore abstraction so that the sqlite and memory backends behave
identically and the legacy dual-write paths can be removed.

Migrated endpoints (threads.py):
- create_thread: idempotency check + write now use thread_meta_repo.get/create
  instead of dual-writing the LangGraph Store and the SQL row.
- get_thread: reads from thread_meta_repo.get; the checkpoint-only fallback
  for legacy threads is preserved.
- patch_thread: replaced _store_get/_store_put with thread_meta_repo.update_metadata.
- delete_thread_data: dropped the legacy store.adelete; thread_meta_repo.delete
  already covers it.

Removed dead code (services.py):
- _upsert_thread_in_store — redundant with the immediately following
  thread_meta_repo.create() call.
- _sync_thread_title_after_run — worker.py's finally block already syncs
  the title via thread_meta_repo.update_display_name() after each run.

Removed dead code (threads.py):
- _store_get / _store_put / _store_upsert helpers (no remaining callers).
- THREADS_NS constant.
- get_store import (router no longer touches the LangGraph Store directly).

New abstract method:
- ThreadMetaStore.update_metadata(thread_id, metadata) merges metadata into
  the thread's metadata field. Implemented in both ThreadMetaRepository (SQL,
  read-modify-write inside one session) and MemoryThreadMetaStore. Three new
  unit tests cover merge / empty / nonexistent behaviour.

Net change: -134 lines. Full test suite: 1693 passed, 14 skipped.
Verified end-to-end with curl in gateway mode against sqlite backend
(create / patch / get / rename / search / delete).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Copilot Autofix powered by AI <223894421+github-code-quality[bot]@users.noreply.github.com>
Co-authored-by: DanielWalnut <45447813+hetaoBackend@users.noreply.github.com>
Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
Co-authored-by: JilongSun <965640067@qq.com>
Co-authored-by: jie <49781832+stan-fu@users.noreply.github.com>
Co-authored-by: cooper <cooperfu@tencent.com>
Co-authored-by: yangzheli <43645580+yangzheli@users.noreply.github.com>
2026-04-26 11:05:47 +08:00