80 Commits

Author SHA1 Message Date
Hao Zhe
ec274bdedb
fix(memory): enforce backend read failure policy (#4726)
* fix(memory): enforce backend read failure policy

* fix(memory): harden failure policy handling

* fix(memory): narrow strict read handling

* fix(memory): keep timeout handling off saturated executor

* fix(memory): preserve legacy fail-closed timeouts
2026-09-06 09:01:33 +08:00
luo jiyin
e5977320a0
feat(sandbox): surface structured mount upload result on E2B sandbox (#4884)
* feat(e2b-sandbox): make mount upload deadline configurable

Replace the hardcoded 120-second mount upload deadline with a
configurable `mount_upload_deadline_seconds` key read from
SandboxConfig (extra=allow). The value is validated: zero and
negative inputs are clamped to 1 second. Omitting the key
preserves the existing 120-second default.

This addresses the follow-up from PR #4842 review: operators
with large mounts or slow networks can now size the deadline to
their deployment without changing code.

* fix(e2b-sandbox): address review feedback on configurable deadline

- Remove import-time default capture from _mount_deadline_reason()
  and _MountUploadBudget.deadline_seconds to prevent silent drift.
- Add warning log when mount_upload_deadline_seconds is clamped to 1
  (was silent before).
- Update AGENTS.md E2B Mount Uploads section: deadline is now
  configurable, not fixed 120.
- Add mount_upload_deadline_seconds to YAML examples in provider
  docstring and __init__.py.
- Add config-path test that exercises SandboxConfig -> _load_config ->
  _apply_mounts end-to-end.

* feat(e2b-sandbox): surface structured mount upload result on sandbox

Introduce MountUploadResult dataclass and attach it to
E2BSandbox.mount_upload_result after creation. This makes mount
truncation observable in code without re-parsing Gateway logs.

_apply_mounts() now returns MountUploadResult with truncated, reason,
and upload totals. _create_sandbox() captures the result, stores it on
the sandbox instance, and records it in a provider-level map so the
result survives warm-pool reclaim and reconnect.

MountUploadResult.truncated is True only when the upload pass was
stopped early by a resource limit (deadline, file count cap, or byte
budget). Individual mount failures (missing host path, SDK errors) are
logged but do NOT set truncated.

Tests cover: success totals, deadline truncation, file-count truncation,
byte-budget truncation, non-limit failure not reported as truncation,
missing host path not reported as truncation, create→sandbox wiring,
and create→release→warm-pool→acquire result preservation.

* fix(e2b-sandbox-provider): fix _mount_results lifecycle leak and review findings

- Add _forget_mount_result() helper and call it at all terminal sandbox
  paths: _reuse_in_process_sandbox dead-evict, _reclaim_warm_pool_sandbox
  reconnect/dead/bootstrap/ownership/shutdown failure branches,
  _forget_local_sandbox, _kill_and_close. Prevents unbounded dict growth
  over a long-running Gateway process.
- Make MountUploadResult @dataclass(frozen=True) to prevent silent mutation
  of the shared reference between provider map and sandbox attribute.
- Move _mount_results insert under self._lock in _create_sandbox to match
  the read discipline in _register_connected_sandbox.
- Guard _resolve_mount_upload_deadline against None (YAML explicit null)
  to avoid int(None) TypeError.
- Add 5 regression tests covering each bypass path and the frozen invariant.

* fix(e2b-sandbox-provider): add _forget_mount_result to _evict_oldest_warm branches

Add _forget_mount_result() calls to all four terminal exit paths in the
E2B _evict_oldest_warm override (reconnect failure, already-gone, kill
failure, kill success). The peer-owned path already cleans up via
_forget_local_sandbox. Add test_evict_oldest_warm_cleans_mount_result to
pin the kill-success branch.

* docs: reduce agent guidance size

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-03 19:53:59 +08:00
SPEC
822c7bca4b
fix(memory): cancel buffered extraction when agent is deleted or cleared (#5123)
* fix(memory): cancel buffered extraction when agent is deleted or cleared

* fix(memory): cancel buffered work before agent delete

Address review: cancel before/after delete to close the rmtree race,
scope user_id=None cancels to the legacy root only, and import memory
helpers at module scope.

Signed-off-by: SPEC <zt1y17@soton.ac.uk>

* fix(memory): close remaining cancel races from review

Post-clear cancel, legacy-only all_agents scope, always cancel even when
memory is disabled, and fold cancel+delete into one offloaded thread.

Signed-off-by: SPEC <zt1y17@soton.ac.uk>

* docs(memory): align cancel_by_agent None-scope with legacy root

Document that user_id=None cancels only the legacy no-user bucket, matching
clear/storage semantics, not the whole process-local queue.

Signed-off-by: SPEC <zt1y17@soton.ac.uk>

* test(memory): fix cancel_by_agent docstring regression assertion

Signed-off-by: SPEC <zt1y17@soton.ac.uk>

* fix(memory): address final cancel review nits

Type the delete helper with AgentStore, replace docstring pinning with a
kwargs mapping test, and document scoped cancel + residual window in AGENTS.md.

Signed-off-by: SPEC <zt1y17@soton.ac.uk>

* fix(memory): resolve agent store inside delete worker thread

get_agent_store() does blocking config/FS work; keep it off the event
loop so test_delete_agent_does_not_block_event_loop and backend-blocking-io CI pass.

Signed-off-by: SPEC <zt1y17@soton.ac.uk>

---------

Signed-off-by: SPEC <zt1y17@soton.ac.uk>
2026-09-03 08:00:25 +08:00
Hyeonsang Cho
9146bfa03d
feature(gateway): issue request trace ids unconditionally (#5119)
* refactor(gateway): issue request trace ids unconditionally

The request trace id was gated behind logging.enhance.enabled at every
entry point, so downstream code had to keep asking whether one existed:
a header-provenance flag in its own ContextVar, a precedence resolver,
and three-level carrier fallbacks at each consumer.

Bind one unconditionally instead. TraceMiddleware covers Gateway HTTP;
ensure_trace_context covers the entry points that never touch ASGI --
scheduled occurrences, MCP task notification runs, IM channel messages,
and the embedded client -- each scoped to one unit of work so a
long-lived worker task cannot leak one occurrence's id into the next.
The ContextVar becomes the only source; the response header, runtime
context, run metadata and log records are derived outputs.

Consumers now use ensure_trace_id() or resolve_trace_id(*carriers) and
drop their presence guards. Removed: resolve_deerflow_trace_id, the
header-provenance flag and its three helpers, set/reset_current_trace_id,
is_trace_correlation_enabled and its gateway alias.

BREAKING CHANGE: every Gateway HTTP response now carries X-Trace-Id and
it cannot be turned off; logging.enhance.enabled controls log output
only. Installations on the default enabled: false will start seeing the
header. No config keys were added or removed.

* fix(gateway): stop persisting a caller-supplied trace id on the run record

body.metadata forks two ways: through build_run_config into the live run
config, which the run worker restamps, and through create_or_reject into
the run record that the runs API echoes verbatim. Only the first was
covered, so a client sending metadata.deerflow_trace_id made the most
durable and most visible surface of a run disagree with the X-Trace-Id
and the log lines the same request produced -- a correlation id that
does not match the logs is worse than none.

Stamp the server-issued id once at the trust boundary so both forks
receive it, preserving the caller's own metadata keys. Close the same
gap on config.context, which reaches the runtime context by a separate
path: _build_runtime_context no longer merges server-owned keys from the
caller, and _install_runtime_context assigns rather than setdefaults.

A thread's metadata is no longer seeded with the run-scoped id of
whichever run created it -- one thread spans many runs and as many
trace ids.

Found by driving a real run through the Gateway and reading the run back
from the runs API; every unit test built its metadata by hand and so
could not see it.

* fix(gateway): expose X-Trace-Id to split-origin browser clients

X-Trace-Id is not on the CORS safelist, so a browser client served from
a separate origin could not read it -- and those are exactly the clients
that cannot read the Gateway's logs either, leaving them with nothing to
quote in a bug report. Same-origin nginx deployments were unaffected,
which is why this stayed hidden.

Add it to CORS_EXPOSED_HEADERS beside Content-Location, referencing
TRACE_ID_HEADER rather than repeating the literal.

* fix(gateway): keep X-Trace-Id on unhandled-exception 500s

Starlette's ServerErrorMiddleware sits outside every user middleware and
emits unhandled-exception 500s through the raw send, so those responses
never pass TraceMiddleware's header-writing wrapper. The 500 for a server
bug is exactly the response a user most needs to correlate with a log line,
and it was the one response that shipped without the id.

TraceMiddleware now tracks whether http.response.start has been sent. On an
exception with no response started it emits its own plain 500 carrying the
header, then re-raises: the outer ServerErrorMiddleware sees the response
already started and only re-raises too, so the server's exception logging is
untouched. An exception mid-stream keeps propagating unchanged — a second
response start cannot be sent, and the already-written header stands.

The trace id is printable ASCII by construction (normalize_trace_id /
generate_trace_id), which is what makes the raw latin-1 header encoding
safe.

* fix(gateway): strip the forged trace id from the persisted request echo

The run-record fix stopped a forged metadata.deerflow_trace_id on the
authoritative metadata surface, but the raw request echo still carried one:
create_or_reject persists body.config verbatim as runs.kwargs_json, which
the runs API serves back. A client posting config.context.deerflow_trace_id
therefore still got its forged value stored and echoed on one API surface
while the header, logs, run metadata, and checkpoint all carried the real
id — the id is ignored as input there, so echoing it back only manufactures
disagreement.

Two changes close it. redact_config_secrets — already the shared scrub for
that echo, applied at admission and again at serve time, so historical
records are covered too — now also drops deerflow_trace_id from
config.metadata and config.context. And build_run_config now merges run
metadata onto a copy of the caller's config["metadata"] instead of updating
it in place: the nested values of the request config are reference copies,
so the in-place merge was writing the server-stamped key through into
body.config, contaminating the "what the client sent" record before it was
persisted (and incidentally masking the forged-value echo on the metadata
container).

The regression test posts a forged id through body.metadata,
config.metadata, and config.context at once and reads the kwargs echo back
off the run record, failing if either leak returns.

* docs(harness): record the trace-echo scrub, 500 fallback, and accepted retry divergence

The trace section of the harness AGENTS.md now covers the two fixes that
close the derived-output rule (the kwargs-echo scrub in
redact_config_secrets plus build_run_config's copy merge, and
TraceMiddleware's own 500 for unhandled exceptions), and CHANGELOG gains
their Fixed entries.

It also writes down the one accepted divergence: a crash-recovered
scheduled launch reuses the durable run through its idempotency key, and
start_run returns early on idempotency_reused without restamping — so the
run record keeps the first attempt's deerflow_trace_id while the retry's
own log lines carry the freshly minted id of its ensure_trace_context
binding. The divergence is confined to the crash-recovery window and is
accepted rather than fixed: restamping on reuse would rewrite a persisted
record for a run that already exists, which is worse than two ids that each
correlate their own attempt's logs. Written down so the next reader of the
scheduler recovery path does not diagnose it as a bug.

* docs(config): align the logging.enhance schema note with the unconditional trace id

The config-module AGENTS.md still described logging.enhance as the gate for
the Gateway X-Trace-Id header and Langfuse deerflow_trace_id. That model is
gone: ids are issued unconditionally and this block decides log output only.
Left as-is, the stale wording invites an agent to "restore" a header gate it
believes was lost. Reworded to match the sibling AGENTS.md files and
config.example.yaml, with a pointer to the Request Trace Context section
that owns the full model.

* docs(changelog): link the trace entries to #5119

The five new entries pointed at the ([#XXXX]) placeholder with no reference
definition, rendering as literal text instead of a link — and RELEASING.md
step 2 relies on those references when the section becomes release notes.
All five now point at #5119, with the definition appended to the reference
block.

* refactor(harness): rename _stream_without_trace_context to _stream_turn

The name asserted the opposite of what the method now does. It was accurate
while logging.enhance.enabled could route stream() around the trace scope;
with the gate gone it is the only stream implementation left, and it binds
the id itself via ensure_trace_id(). Private, so the rename touches only the
definition and the one stream() call site.

* docs(harness): fit the trace-context guidance inside the AGENTS.md chain budget

The expanded Request Trace Context section pushed the effective AGENTS.md
chain for agents/middlewares to 99,815 bytes, past the 98,304 hard limit
scripts/check_agent_guidance.py enforces in CI (AG002). Compressed the
section from 7,359 to 4592 bytes with no facts removed: the entry-point
table, the derived-output rule and its enforcement points, the accepted
scheduled-retry divergence, the two resolution helpers, the stream()
binding rationale, the log-output-only gate, the CORS listing, the 500
fallback, and the test map all remain.

Sized against the merge, not just the branch: current main grew the same
chain by ~724 bytes, so the check was verified on the merged tree as well
(97,772 bytes; branch tree 97,048).

* fix(gateway): declare content-length on the fallback 500

The pre-response 500 declared content-type but no content-length, leaving
the framing to the ASGI server: chunked on HTTP/1.1, close-delimited on
HTTP/1.0 — the one wire difference from the ServerErrorMiddleware response
it replaces, which sends content-length: 21. The explicit header keeps the
fallback byte-identical to what clients saw before.

* docs(readme): drop the trace-correlation condition from the translations

The zh/ja/fr/ru Langfuse sections still said metadata.deerflow_trace_id
matches X-Trace-Id "when request trace correlation is enabled". The id now
always matches and that condition no longer exists, so each bullet states
the unconditional match and that logging.enhance.enabled only controls
whether the id is printed into logs — the one piece of the feature a user
can still configure.

* test(gateway): pin TraceMiddleware wiring through create_app()

Every X-Trace-Id test exercised a hand-built four-route app, so the real
stack's add_middleware(TraceMiddleware) line was pinned by nothing: deleting
it — or short-circuiting above it — passed CI while silently dropping both
the response header and the ambient id the run-record stamp and enhanced log
records derive from. One case now drives /health through create_app() and
asserts the inbound id round-trips; mutation-checked by removing the wiring
line, which fails exactly this test.

* docs(gateway): note the fallback 500 is CORS-opaque

The pre-response 500 is emitted outside CORSMiddleware — the exception has
already unwound past it — so it carries no Access-Control-Allow-Origin and
a split-origin browser client cannot read the id on this one response,
unchanged from the ServerErrorMiddleware 500 it replaces. Documented on the
class and in the CHANGELOG entry rather than fixed: replicating the origin
allowlist outside CORSMiddleware would let the two policies drift.

* fix(harness): keep abandoned-stream cleanup inside the trace binding

stream() binds the turn's id around each next(inner) and resets it before
yielding, but the finally's inner.close() ran after that binding was gone.
Abandoning the stream therefore drove the inner LangGraph generator's
GeneratorExit/finally path with no trace id — or an unrelated ambient one
from whichever context ran the close — so cancellation and finalization
logs and callbacks did not correlate with the turn they belong to.

inner.close() is now wrapped in a local bind/reset of the same turn id. The
token is set and reset in the same frame, never across a yield, so the
per-step cross-context safety is preserved even when GC closes the
generator from another Context — pinned by the existing copy_context close
test, which now exercises this path. The regression test records the id
from the inner generator's finally and fails without the binding.

* test(harness): teach the worker-trace fake about RunManager.cleanup

Upstream #5112 (bound gateway memory after terminal runs) added a
run_manager.cleanup(run_id) call to run_agent's finalization, so the
merge-commit CI run failed all five worker-trace-binding tests with
AttributeError on this PR's _FakeRunManager. The fake gains the same no-op
shape as its other methods.

* docs(gateway): bring the gateway AGENTS.md back under its soft budget

Upstream #5092 grew backend/app/gateway/AGENTS.md to 40,966 bytes, 6 over
the 40,960 soft budget that
test_agent_guidance_check.py::test_repository_guidance_stays_below_soft_budgets_and_avoids_doc_indexes
enforces — its Unit Tests run on main was cancelled by push concurrency, so
main is currently red on that test and every PR merge-run inherits the
failure. Two whitespace/wording trims in the row #5092 touched (a doubled
space, and "its configured `context_window`" → "its `context_window`")
bring the file to 40,953 with no content change.

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-09-01 16:49:39 +08:00
betterkite
b552b5015c
fix(messages): drop legacy <uploaded_files> tag handling (#4826)
* fix(messages): drop legacy <uploaded_files> tag handling (#4212)

PR #4174 unified upload-context injection on <current_uploads> (IM and web
both flow through UploadsMiddleware), and #4632 documented the current
path. This removes the remaining backward-compat parsing of the
pre-#4174 <uploaded_files> tag, the final cleanup item tracked by the
issue:

- deermem: only <current_uploads> is stripped from human turns before
  memory persistence, and the upload-sentence scrubber drops the legacy
  tag alternative.
- mem0: the mirrored message filter recognises only <current_uploads>.
- InputSanitizationMiddleware: remove the legacy tag from the blocked-tag
  denylist (it existed only because deermem parsed the old tag).
- frontend: stripUploadedFilesTag / stripInternalMarkers /
  parseUploadedFiles and the message-list fallback parse only
  <current_uploads>; demo thread fixtures are migrated to the current tag.

Scope decision: a <uploaded_files> block in pre-#4174 history is now
treated as ordinary user content (pinned by tests in both layers) instead
of being silently dropped or stripped.

* style: apply prettier formatting to stripUploadedFilesTag

* fix(uploads): keep legacy <uploaded_files> stripping for display/export only

Addresses review feedback on #4826: removing the legacy tag from the
frontend display layer made pre-#4174 threads render raw <uploaded_files>
XML (with server-side upload paths) in chat, copy data, and JSON exports.

The backend cleanup stands — memory pipelines and the sanitization denylist
treat only <current_uploads> as an internal marker. The frontend keeps the
legacy spelling in its display/export-only utilities
(stripUploadedFilesTag / INTERNAL_MARKER_TAGS / parseUploadedFiles and the
message-list fallback) so old history renders cleanly without leaking
internal paths, while the memory/sanitization scope-decision tests remain
unchanged.

Frontend tests now pin both spellings: <current_uploads> and legacy
<uploaded_files> are stripped from copy data, markdown leak-stripping, and
JSON exports.

* docs(ui): record accepted display-spoof tradeoff for legacy upload tag

Review note (willem-bd): since <uploaded_files> is off the sanitization
denylist, a live user can type the legacy spelling and fabricate file
chips / hide their own message text in display. Display-only and
self-inflicted with no backend semantics, so it is accepted for now;
documented at both the message-list fallback and stripUploadedFilesTag.
Age-gating the legacy spelling remains a possible follow-up.

---------

Co-authored-by: betterkite <313258397+betterkite@users.noreply.github.com>
2026-09-01 15:26:33 +08:00
starslittle
f0276c9f5a
fix(memory): validate Honcho timeout and character limits (#4783)
* fix(memory): validate Honcho timeout and character limits

* fix(memory): enforce HonchoConfig invariants
2026-08-17 08:22:11 +08:00
Aari
5ffaa09f5a
feat(memory): add hybrid fact eviction policy (#4789)
* feat(memory): add hybrid fact eviction policy

* refactor(memory): simplify confirmation count update

* fix(memory): clean up eviction audit metadata

* fix(memory): harden eviction cleanup boundaries

* fix(memory): address hybrid eviction review
2026-08-17 08:20:42 +08:00
KXH
ae099c11ec
fix(memory): scope bootstrap facts to custom agent (#4804)
Signed-off-by: KXH <shepherdlaurie238@gmail.com>
2026-08-16 15:41:35 +08:00
Nefelibata
3a967d4f9a
fix(memory): reject non-finite mem0 timeout_seconds (#4823) 2026-08-15 15:40:43 +08:00
hataa
3fa5e94c3b
docs(memory): document the Honcho backend (#4822)
The Honcho backend landed in #4730 without user-facing docs: the main
README's Long-Term Memory section covers the other opt-in backends
(mem0, openviking) but never mentions honcho, and unlike mem0 the
backend shipped no guide README.

- Add backends/honcho/README.md mirroring the mem0 guide structure:
  configuration (with the plain-HTTP api_key guard), workspace-per-user
  isolation and fail-closed identity, recall/search behavior per mode,
  limitations (no fact CRUD -> gateway 501, no DeerMem migration), and
  async/failure-policy semantics.
- Add a short honcho paragraph + guide link to the README Long-Term
  Memory section, alongside the existing mem0 paragraph.
2026-08-14 23:28:24 +08:00
Ryker_Feng
ccff5f5ce7
docs: govern agent guidance size (#4799)
* docs: govern agent guidance size

* refactor: split agent guidance by code scope

* Clarify virtual path handling in AGENTS.md

Updated the translation section to clarify the role of `LocalSandboxProvider` and the handling of virtual paths in the tool layer.

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-08-13 21:49:04 +08:00
ajayr
6cbf20fd39
feat(memory): add Honcho backend (user-model memory provider) (#4730)
* feat(memory): honcho backend config parsing

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

* feat(memory): honcho v3 http client

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

* feat(memory): honcho memory manager (workspace-per-user, fail-closed identity, async offload)

- HonchoMemoryManager implements the MemoryManager contract (add/get_context/
  search/get_memory/shutdown_flush + aadd/aget_context/asearch offloaded via
  asyncio.to_thread), signatures verified against manager.py's tier-1/tier-2/
  async abstracts.
- Workspace resolution: workspace_overrides[user_id] else
  workspace_prefix + sanitize_id(user_id); missing/empty user_id fails closed
  (no-op write, empty read) rather than falling back to a shared workspace.
  User peer: user_peer_overrides[user_id] else sanitize_id(user_id).
- get_context self-truncates to max_injection_chars and raises
  MemoryManagerError only under failure_policy.read=fail_closed; default is
  log-and-return "".
- Restore backends/honcho/__init__.py to the noop direct-import convention
  (MANAGER_CLASS = HonchoMemoryManager) now that honcho_manager.py exists,
  replacing Task 10's temporary lazy __getattr__ scaffold.
- Fix Task 10 deferred docstring minor: sanitize_id docstring now states the
  grammar allows up to 100 chars while this helper caps at 64.
- 19 new tests appended to test_honcho_memory_backend.py (write/read/async/
  lifecycle/factory-discovery); 27/27 pass. Verified end-to-end that
  manager.py's drop-in backend scanner resolves "honcho" with no core edits.

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

* fix(memory): collision-resistant identity derivation, exception containment, passive-writes flag

Task review findings (2 Critical + 1 Important), all fixed in the same worktree:

- CRITICAL (cross-user bleed): sanitize_id is lossy -- "user.name@example.com"
  and "user-name@example.com" both sanitized to the same string, merging two
  users' memory into one workspace/peer. Add _stable_id() (sanitize_id output
  + 8-hex-char SHA-256 suffix of the raw id) and use it on the default
  (non-override) path in _workspace/_user_peer; workspace_overrides /
  user_peer_overrides still match on the raw key, unchanged. The hash suffix
  also guarantees a non-empty result for a raw id that sanitizes to "" (e.g.
  "!!!"), so _user_peer can no longer return "". Documented in the manager's
  isolation docstring.

- CRITICAL (exception containment): client.py's _post() called response.json()
  outside the try block, so a 200 with a non-JSON body raised a bare
  JSONDecodeError that would escape add() with no upstream handler. Wrap the
  parse and raise HonchoRequestError (mirrors Mem0Client._request). Broadened
  the manager's four boundary excepts from `except HonchoRequestError` to
  `except Exception` (mirrors openviking_manager.py's broad-guard precedent),
  with `except MemoryManagerError: raise` first so a contract error is never
  swallowed or double-wrapped.

- IMPORTANT: added requires_passive_writes_in_tool_mode: ClassVar[bool] = True
  -- Honcho's only write path is passive add() (no fact CRUD hooks), so tool
  mode must keep MemoryMiddleware writes flowing to the deriver. Mirrors
  mem0_manager.py's identical flag/rationale.

Minors addressed: get_memory(user_id=None) empty-shape-with-no-calls test;
empty-string user_id tests for add()/get_context(); dedicated collision test
proving two colliding raw ids resolve to different workspaces/peers.

10 new tests (37/37 total pass); RED verified by stashing only the
implementation files (tests import the not-yet-existing _stable_id, so the
whole module fails to collect) before restoring the fix.

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

* test(memory): blocking-io anchor for honcho backend; docs + config example

- Adds test_honcho_memory_backend.py in tests/blocking_io/ with fake-client blocking IO
- Mirrors openviking anchor structure and conftest conventions
- Updates backends/README.md with honcho row and config keys section
- Updates config.example.yaml with honcho commented block
- Updates backend/AGENTS.md with honcho memory backend bullet
  - Documents workspace resolution (prefix + collision-resistant sanitized id)
  - Documents tool mode passive write retention via MemoryMiddleware
  - Documents async entrypoint offloading via asyncio.to_thread
  - Documents fail_closed vs fail_open recall failure policy

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

* fix(memory): wire close() to shutdown hook; correct honcho README defaults and tool-mode note

- HonchoMemoryManager.close() releases the HTTP client, mirroring
  mem0_manager.py's pattern and the base MemoryManager.close() shutdown hook.
- README: fix workspace_prefix (deerflow-u-), message_char_limit (8000),
  max_injection_chars (6000), and base_url (default http://localhost:8000,
  not required) against backends/honcho/config.py; add missing
  timeout_seconds/connect_timeout_seconds rows; replace the "middleware
  mode only" claim with wording matching reality (tool mode supported,
  search implemented, passive writes retained via MemoryMiddleware).

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

* fix(memory): honor failure_policy.read on all honcho recall paths; review nits

Addresses PR #4730 review feedback:
- search() and get_memory() now route through a _read_or_fallback policy
  gate (mem0's pattern), so failure_policy.read: fail_closed raises
  MemoryManagerError on every recall path as documented; get_context()
  uses the same helper, preventing future drift.
- Session ids use the collision-resistant _stable_id derivation; bare
  sanitize_id would merge threads like "t.1"/"t-1" into one session.
- HonchoClient accepts a transport kwarg (Mem0Client precedent) so tests
  inject httpx.MockTransport through the constructor.
- Config: empty/null workspace/peer override values fail fast at parse
  time instead of silently falling through to the default derivation.
- _UTC_NOW_FIELDS 1-tuple replaced by a plain _UTC_NOW_FORMAT constant.
- README: user_peer_overrides row described the wrong target (it
  overrides the user's own peer, not assistant_peer); document the
  non-empty constraint on override values.

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

* docs(memory): qualify honcho isolation claim for shared workspace_overrides

The module docstring claimed users cannot see each other's memory by
construction, unconditionally. That holds for the default
one-workspace-per-user derivation, but a workspace_overrides entry mapping
several users to one workspace shares that workspace's search index:
search() uses Honcho's workspace-scoped /search (no peer filter), while
get_context()/get_memory() stay peer-scoped via working_representation.
State the asymmetry in the docstring, the README Workspace Resolution
section, and the workspace_overrides table row.

Docs-only; no behavior change (review follow-up on #4730).

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-12 09:02:08 +08:00
Nan Gao
7389331e65
feat(extensions): observe task lifecycle and system model calls (#4684)
* feat(extensions): observe task lifecycle and system model calls

PR 1 (#4636) gave extensions a middleware chain, and a middleware only sees
what passes through the agent graph. Two runtime surfaces stay invisible to
it: when a lead run or a subagent begins and ends, and the DeerFlow-owned
model calls made outside the graph. This slice adds both, with no new
Gateway surface -- routers, services, and the reference extension stay in
PR 3.

Contract (deerflow-extension-api 0.1.1)
---------------------------------------
Two contribution kinds join `middlewares` on the registry:
`task_lifecycle` (`on_task_start` / `on_task_stop`, receiving a `TaskInfo`
and a conservative `TaskOutcome` of completed / aborted / failed) and
`system_model_observer` (`on_system_model_call`, receiving a
`SystemOperationKind`, a `SystemModelRequest` snapshot, and a
`SystemModelResult` carrying either the response or the provider exception
plus a duration).

`SystemModelRequest.messages` normalizes to a tuple at construction. Goal
evaluation and memory extraction pass a message list while title generation
and summarization pass one prompt string, and a bare `str` already satisfies
`Sequence` -- without normalization an observer iterating `request.messages`
would silently walk characters. Copying also makes the frozen snapshot
immutable in fact rather than only by declaration, since observations may run
after the call site returns and keeps mutating its own list.

Registry marks and rollbacks become per-bucket and positional, so an
`install()` that fails after registering two different kinds cannot leave one
of them behind. `needs_task_store` now covers all three kinds: a deployment
that registers only lifecycle hooks still gets a task store.

Task lifecycle
--------------
The lead worker notifies start after the run has started and stop after
completion persistence and the completion hook, but before clearing the
finalizing barrier and publishing the stream end -- holding the barrier
across stop is what keeps a same-thread replacement run from overlapping this
task's lifecycle. Cancellation raised out of the stop notification is
deferred, not propagated in place, so a cancelled run still clears the
barrier and emits its end frame. A subagent with a parent `run_id` wraps its
execution in the same pair inside `finally`, reporting `parent_task_id` so a
delegation tree is reconstructable; a subagent without a `run_id` (embedded
client, standalone LangGraph Server) logs and skips rather than inventing a
parent. Contributors run in registration order inside one shared 3s budget
and every failure is logged and failed open.

System model calls
------------------
Four kinds cover the model calls the middleware chain cannot see: goal
evaluation, memory extraction, title generation, and summarization. Each site
reports both terminal paths without changing the provider exception the host
observes, short-circuits on `has_system_model_observers`, and passes the live
task store when the runtime has one (detached work gets an isolated store).
The sync summarization half stays unobserved on purpose -- it and its only
host caller are the sync side of an async-only runtime, so notifying there
would block a thread on a call site the host never reaches; the reason is
recorded at the call site.

The DeerMem backend must stay vendorable and cannot import the extension API,
so it reports through a new `MemoryCallbacks.on_memory_llm_result` host hook
that the DeerFlow-side callbacks translate into an observation.

Notification loop
-----------------
Extension resources must be touched on the loop that created them, but
subagents can execute on isolated loops and DeerMem runs on a worker thread.
The Gateway registers its serving loop before any runtime dependency starts
and resets it last through the exit stack, so every startup-failure and
cancellation path is covered. Awaited hooks raised on another loop are
dispatched across with `run_coroutine_threadsafe` and awaited under the same
budget; synchronous sites submit fire-and-forget work. Shutdown stops
accepting detached observations before the memory flush -- that flush runs on
a worker thread and can emit memory observations -- while keeping the loop
alive for awaited task hooks until run and subagent drain completes.

Tests
-----
`test_extension_task_lifecycle.py`, `test_extension_subagent_lifecycle.py`,
and `test_extension_system_model_calls.py` cover ordering, fail-open, budget
exhaustion, snapshot binding under a concurrent singleton replacement, the
loop-dispatch and shutdown-suspension paths, and both terminal paths at every
call site. `test_gateway_run_drain_shutdown.py` pins the stop-before-barrier
and drain ordering.

* fix(extensions): decide notification fail-open by origin, observe cancellation

`_notify_each` only guarded `Exception`, so a contributor letting a
`CancelledError` escape — an extension implementing an internal timeout with
cancellation, say — skipped its successors and reached the worker's
deferred-interrupt path, ending an otherwise successful run as cancelled.
Fail-open is about where a failure came from, not its base class: only a
genuine cancellation of the host task increments `Task.cancelling()`, so
propagate on that and contain everything else. `KeyboardInterrupt` /
`SystemExit` still propagate.

`observe_system_model_call` skipped observers on cancellation for the same
base-class reason, leaving goal / title / summarization silent on a terminal
path that is routine — interrupt/rollback admission and shutdown both cancel
the run task, with the provider tokens already spent. Awaiting observers there
is unreliable (a repeated cancel interrupts that await before any of them
runs), so report through the same non-blocking submission the synchronous
memory bridge uses, then propagate the cancellation untouched.

DeerMem keeps `BaseException` around its provider call, now with the reason
recorded: that path runs on a worker thread, where cancelling the awaiting
side never interrupts the running thread, so `CancelledError` cannot arrive
at all. Its host-hook wrapper narrows to `Exception` — only the hook's own
failures are non-fatal, and an observability path must not swallow a process
teardown signal.

* fix(extensions): warn on budget exhaustion, scope observer logs by task, propagate teardown

Review response on #4684:

- The memory observation bridge caught BaseException, which would swallow
  a teardown signal raised while dispatching; it now catches Exception,
  matching the boundary the DeerMem-side call site documents and tests.
- A notification-budget timeout raised mid-hook fell into the generic
  hook-failure path and logged an asyncio-internal traceback; it now logs
  a warning like the pre-hook budget skip, while a TimeoutError a
  contributor raises on its own stays classified as a hook failure.
- System model observer logs passed the operation kind as the task id,
  so log lines said "task goal/title/..."; they now carry the task
  scope id alongside the kind.
2026-08-11 16:33:22 +08:00
Hao Zhe
6556d09d7f
refactor(memory): use official OpenViking adapter (#4707)
* refactor(memory): use official OpenViking adapter

* fix(memory): preserve OpenViking recall behavior

* fix(memory): ignore ambient OpenViking headers
2026-08-07 11:22:00 +08:00
Aari
cccda35cc5
fix(memory): prevent task-scoped data from entering long-term memory (#4604)
* fix(memory): gate long-term updates by scope

* docs(memory): note custom prompts_dir migration; fix stale accept-filter comment

* fix(memory): harden scope-gate review paths
2026-08-01 08:39:28 +08:00
Tu Naichao
c86071442c
fix(memory): truncate mem0 context injection on entry boundaries (#4600)
* fix(memory): truncate mem0 context injection on entry boundaries

Mem0Manager.get_context built the injection block and then hard-cut it
at max_injection_chars, which could sever the last memory mid-line and
leave a dangling partial entry in the agent prompt.

Accumulate whole entries against the remaining budget instead: a
memory that does not fit is skipped (a shorter later one may still
fit). When not even the first memory fits, fall back to the previous
hard-truncation behavior for that single entry rather than injecting
nothing.

Tests: entry-boundary truncation, skip-oversized-keep-later, and the
oversized-first-entry fallback.

* fix(memory): keep entry-boundary guarantee when no mem0 memory fits

Follow-up to PR #4600 review: remove the hard-truncation fallback that

could inject a partial memory when max_injection_chars is smaller than

every recalled entry. Instead return empty context and log a warning that

surfaced the undersized budget.
2026-07-31 22:16:56 +08:00
Tu Naichao
72c9701410
fix(memory): reject duplicate facts inside the create critical section (#4599)
* fix(memory): reject duplicate facts inside the create critical section

memory_add's duplicate check ran outside the storage critical section
(the tools.py comment called this out): two concurrent tool calls for
the same user could both pass the check and both store the same fact.

Move authoritative duplicate rejection into
MemoryUpdater.create_memory_fact: the candidate's normalized content
key is checked against the fresh memory snapshot on every
revision-conflict retry, so the loser of a concurrent create reloads,
sees the winner's fact, and is rejected with ValueError("Duplicate
fact"). The tool-layer pre-check stays as a fast path.

The REST router now maps the duplicate ValueError to 409 with a clear
detail instead of the misleading "content cannot be empty" 400.

Tests: backend-level duplicate rejection, a simulated
concurrent-commit-during-conflict-retry race, and the router 409
mapping.

* fix(memory): retry legacy-path fact creation on save conflict

Wrap the legacy single-file save in the same bounded conflict-retry
loop as the apply_changes path: reload the fresh snapshot and re-run
_raise_if_duplicate_fact_content on every retry, so a concurrent
duplicate commit is rejected with ValueError("Duplicate fact") (tool
error / REST 409) instead of the generic OSError save failure
(REST 500). No-duplicate conflicts now retry and store instead of
failing the create.

Addresses review feedback on bytedance/deer-flow#4599.
2026-07-31 18:06:45 +08:00
Daoyuan Li
9bb8225079
fix(memory): harden OpenViking retries and watermarks (#4552) 2026-07-29 07:24:55 +08:00
Vanzeren
352f247a81
feat(memory): add mem0 HTTP memory backend (#4528)
* feat(memory): add mem0 HTTP memory backend

* fix(memory): address mem0 review feedback

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-29 07:11:20 +08:00
RongfuShuiping
b3af8c9183
feat(memory): keep tool-mode fact recall explicit (#4521)
* feat(memory): keep tool-mode fact recall explicit

* fix(memory): clarify optional tool-mode context
2026-07-29 06:50:19 +08:00
RongfuShuiping
2aaf74b0f8
feat(memory): add OpenViking HTTP backend (#4509)
* feat(memory): add OpenViking HTTP backend

* fix(memory): harden OpenViking lifecycle

---------

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

* deps: add jieba as default dependency for Chinese tokenization

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

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

* feat(memory): make Chinese tokenization optional

* fix(memory): warm every requested retrieval scope

* fix(memory): close retrieval resources on shutdown

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

* fix(memory): recreate corrupt retrieval index

* fix(memory): tolerate partial retrieval rebuilds

* fix(memory): warm retrieval index in background

* fix(memory): preserve shutdown flush budget

* fix(memory): stop retrying partial lazy rebuilds

* fix(memory): close retrieval through storage

* refactor(memory): simplify retrieval scope limit

* docs(memory): clarify retrieval shutdown lifecycle

---------

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-26 21:16:36 +08:00
lllyfff
01a89f2379
[feat] memory: pluggable MemoryManager interface for backend onboarding (#4326)
* refactor(memory): pluggable MemoryManager interface for backend onboarding

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

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

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

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

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

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

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

705 passed / 13 skipped; lint clean.

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

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

Address review feedback on the three-tier MemoryManager refactor:

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

709 passed / 13 skipped; lint clean.

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

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

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-22 14:40:57 +08:00
Lee minjing
e225ad57d7
feat(uploads): lazy-load historical files via list_uploaded_files tool (#4174)
* feat(uploads): lazy-load historical files via list_uploaded_files tool

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

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

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

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

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

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

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

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

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

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

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

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

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

* fix: add current_uploads to input sanitization exempt tags

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

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

* test: regenerate replay golden after uploaded_files state change

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

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

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

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

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

* fix: block current_uploads, sanitize only original user content

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

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

* docs: clarify fallback reason in input sanitization comment

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* chore: remove temporary scratch file

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

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

* docs(memory): explain storage rewrite for beginners

* docs(memory): fix plan markdown formatting

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

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

* Update STORAGE_REWRITE_CHANGES.md

* Delete docs/plans/STORAGE_REWRITE_PLAN.md

* Delete docs/plans/STORAGE_REWRITE_CHANGES.md

* fix(memory): address Markdown storage review feedback

* fix(memory): complete review follow-ups

* fix(memory): resolve storage review findings

* feat(memory): add proactive Markdown migration CLI

* fix(memory): harden Markdown storage concurrency

* fix(memory): harden markdown storage migration

* fix(memory): close migration review gaps

---------

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

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

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

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

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

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

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

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

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

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

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

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

Two review nits from the latest pass:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Addresses PR feedback on the template-externalization PR:

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

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

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

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

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

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

Review feedback from willem-bd:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

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

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

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

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

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

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

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

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

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

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

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

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

* docs(memory): document shutdown_flush_timeout_seconds + lifespan drain

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

* fix(chart): bump embedded config_version to 26

The chart's embedded `config:` block (values.yaml + README example) still
had config_version: 25 after commit f3ca8e9f raised config.example.yaml to
26, failing the validate-chart config_version drift check. Bump both to 26.
2026-07-15 20:25:41 +08:00
qin-chenghan
ad45f59d66
feat(memory): pluggable memory abstraction with self-contained DeerMem backend (#4122)
* feat(memory): pluggable + self-contained memory system (MemoryManager plan phases 1 & 2)

Phase 1 — Pluggable (steps 0-10):
- ABC MemoryManager (9 methods) + singleton factory + drop-in backend discovery
- DeerMem default backend with core/ (storage/queue/updater/prompt/message_processing)
- NoopMemoryManager backend (proves pluggability)
- All call sites (middleware/hook/prompt/gateway/client/app) routed through manager
- hasattr capability probing for DeerMem-internal methods (no hard imports)
- MemoryConfig gains manager_class field; shared vs DeerMem-private annotated

Phase 2 — Self-contained DeerMem (steps 11-18):
- backend_config passthrough + DeerMemConfig (all DeerMem-private fields moved off MemoryConfig)
- DI: DeerMem owns storage/queue/updater/llm as instance attributes (no global singletons)
- Storage independence: core/paths.py with own root (~/.deermem or ),
  factory auto-injects deer-flow's runtime_home() as absolute base_dir (zero-config)
- LLM independence: core/llm.py via langchain init_chat_model (no create_chat_model)
- Trace independence: optional tracing_callback replaces inject_langfuse_metadata/request_trace_context
- Message processing independence: hide_from_ui default-skip + optional should_keep_hidden_message hook
- Internal imports → relative (only deer_mem.py ABC import is host-relative)
- Carrier (deer_mem.py adapter) / portable (deermem/ config+core) split
- New tests: test_deermem_self_contained + test_memory_manager_pluggable; all memory tests migrated
- Other-agent demo: samples/other_agent_demo/ + automated portability test
- config.example.yaml memory section updated to phase-2 schema

* feat(memory): port consolidation + staleness fix into self-contained DeerMem; phase-2 host hooks

Port upstream #3996 (memory consolidation) and #3993 (staleness KeyError fix)
from origin/MemoryManager into the pluggable, self-contained DeerMem structure
(backends/deermem/deermem/), adapted to the DI MemoryUpdater (config injected,
not get_memory_config globals):

- DeerMemConfig: add consolidation_enabled (opt-in, default false) /
  consolidation_min_facts / consolidation_max_groups_per_cycle /
  consolidation_max_sources
- prompt.py: factsToConsolidate JSON field + {consolidation_section} placeholder
  + CONSOLIDATION_PROMPT constant
- updater.py: _coerce_source_confidence / _select_consolidation_candidates /
  _build_consolidation_section module helpers (matching the existing
  _select_stale_candidates style); consolidation normalization in
  _normalize_memory_update_data; consolidation apply in _apply_updates (after
  max_facts trim, with apply-time guardrails mirroring staleness); staleness
  KeyError fix (f["id"] -> f.get("id") is not None) applied to both the
  staleness guardrail and the consolidation allowed_source_ids comprehension
- config.example.yaml: consolidation section under memory.backend_config
- tests/test_memory_consolidation.py: 40 DI-adapted tests (running, not skipped)
  incl. the staleness KeyError regression

Also includes in-flight phase-2 host-integration work: storage_path semantics
(any absolute/relative value = root dir) and host-default tracing_callback /
should_keep_hidden_message hooks injected into backend_config by the factory.

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

* feat(memory): add noop backend template and backends guide

- backends/noop/: complete drop-in template (config.py with zero deer-flow
  imports, noop_manager.py with a 6-step new-backend walkthrough in its
  docstring, commented optional fact-CRUD capabilities).
- backends/README.md: which files to touch when adding/swapping a backend,
  the 5-item backend contract, and common pitfalls.
- manager.py: generalize backend examples in comments (drop mem0-specific
  references).

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

* fix(frontend): guard formatTimeAgo against invalid timestamps

Return a neutral placeholder when the input date is invalid (e.g. an empty lastUpdated from a backend with no memories) instead of throwing 'Invalid time value' from date-fns.

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

* feat(memory): wire tool-driven memory mode through the MemoryManager ABC

tools.py (memory_search/add/update/delete) now calls get_memory_manager()
instead of the removed host memory module, so tool mode (memory.mode: tool)
works for any backend. DeerMem.search is implemented (case-insensitive
substring match, ranked by confidence) as a stand-in for the planned
semantic retrieval; noop.search returns [] (unchanged). Fact-CRUD tools
use getattr+callable probing -- backends lacking those ops (noop) get a
clear JSON error instead of crashing.

Tests: test_memory_tools rewired to mock the manager (handler tests) +
TestModeGating retained; test_memory_search now covers DeerMem.search;
pluggable stubs test updated (search no longer a stub).

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

* fix: resolve lint errors (import sorting, type annotation quotes, E402 in skipped tests)

* docs: restore explanatory comments in config.example.yaml memory section

* fix(security): port html-escape memory facts fix (#4097) to vendored DeerMem prompt.py

* fix(memory): address review + port dropped upstream memory fixes

Review blockers (vendored DeerMem):
- #4044 restore _escape_memory_for_prompt (current_memory blob in
  MEMORY_UPDATE_PROMPT) - prevents </current_memory> breakout
- #4028 html.escape staleness-section cat/content in _build_staleness_section
- #4119 add _escape_summary for injection-path summaries (Work/Personal/
  Current Focus/Recent/Earlier/Background)
- default-model silent no-op: factory injects host default chat model via a
  new host_llm slot (create_chat_model(name=None)); DeerMem prefers host_llm
  over build_llm(model). Zero-config extraction works out of the box again
- MemoryConfigResponse: fix stale docstring (backend-agnostic shape; DeerMem
  knobs live under backend_config, not top-level - restoring flat would
  re-couple the API to DeerMem). Frontend audited: does not read /memory/config
- _host_default_tracing_callback: restore langfuse assistant_id/environment
- search: push category onto the ABC signature; DeerMem filters BEFORE the
  top_k slice (was filtered client-side after slicing -> starved results)
- _do_update_memory_sync: split into wrapper+impl; bind trace_id into the
  request-trace ContextVar on the Timer/executor worker via a new
  trace_context_manager host hook (None trace_id left unbound - no fabrication)
- client.py fact-CRUD now passes user_id (was writing to the global bucket
  while get_memory reads per-user)
- _resolve_manager_class: fail-fast (raise ValueError) on an unresolved
  explicit manager_class instead of silently falling back to DeerMem (memory is
  persistent state - a wrong store is a silent data-integrity footgun)

Upstream memory fixes dropped by the host->vendored rename conflict, re-ported
to backends/deermem/deermem/core/ (+ deer_mem.py):
- #4073 queue busy-timer-spin -> _reprocess_pending flag (core/queue.py)
- #4074 null source.confidence in staleness -> _coerce_source_confidence
  (core/updater.py: _build_staleness_section + _apply_updates stale sort)
- #4075 factsToRemove is optional (drop from _REQUIRED_MEMORY_UPDATE_TOP_LEVEL_KEYS)
- #4076 null confidence in search ranking -> _coerce_source_confidence
  (deer_mem.py DeerMem.search)

host_llm + trace_context_manager are host-injected via backend_config (factory
in manager.py), keeping backends/deermem/ at exactly one `from deerflow` line
(the ABC contract) - portability test preserved.

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

* fix: resolve lint errors (F541 f-string without placeholders, E501 line too long)

* fix(memory): restore hide_from_ui clarification preservation, expose mode

Two memory-system fixes (F541/E501 lint was already fixed on this branch):

- filter_messages_for_memory: restore default preservation of well-formed
  human_input_response clarification answers (v2 regression). The
  self-containment refactor made the bare function skip ALL hide_from_ui when
  no hook was passed, but upstream preserves well-formed clarification
  responses by default (test_hide_from_ui_human_input_response_is_preserved).
  Inline a host-agnostic _is_human_clarification_response mirror of
  read_human_input_response as the default keep-decision; the host-injected
  should_keep_hidden_message hook still overrides (production path unchanged).
  Portable package stays zero `from deerflow`.

- /memory/config: expose `mode` (middleware|tool) in MemoryConfigResponse +
  the config/status endpoints + client.get_memory_config. mode is a host-
  shared, behavior-determining field missing from the response projection.
  Sync tests (mock .mode; e2e assert mode present).

- Align manager_class field docstring with fail-fast behavior.

Tests: filter/self-contained/portability (35) + memory-config (4) pass;
ruff clean.

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

* fix(memory): resolve ruff format failures in memory module + tests

`make lint` runs `ruff format --check` in addition to `ruff check`; 8 memory
files had pending format changes -- 7 pre-existing (deer_mem, updater, tools,
test_memory_queue/router/search/tools) + message_processing from the
hide_from_ui fix. Apply `ruff format`: whitespace/wrapping only, no logic
change. 109 memory tests pass; ruff check + format --check both clean.

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

* fix(memory): address PR review - legacy field migration, fact_id contract, path/docs

Address willem-bd's review on PR head bc8bf0d4 (risk:high, persistent state):

- config: auto-migrate pre-abstraction top-level memory.* DeerMem fields
  (storage_path, max_facts, debounce_seconds, model_name, token_counting,
  staleness_*, consolidation_*) into backend_config on load + warn, so an
  upgrade does NOT silently revert customized settings (was: silent
  extra='ignore' drop). model_name -> backend_config.model.model. Unknown
  top-level keys warned.
- factory: resolve a relative backend_config.storage_path against runtime_home()
  (base_dir-relative, CWD-independent) to preserve pre-abstraction semantics;
  paths.py stays portable (no runtime_home import).
- tools: memory_add uses the fact_id returned directly by create_fact instead of
  re-deriving it via content-key matching (coupled the tool to the backend's
  content normalization; could misreport a storage cap). create_fact now returns
  (memory_data, fact_id); gateway/client/tool updated. Fix terse
  {"error":"content"} -> {"error":"empty content"}.
- app.py: update stale token_counting=="char" warm-up comment to point at
  manager.warm (DeerMem.warm re-checks char and returns early).
- router: comment explaining reload_memory silent fallback vs fact 501 asymmetry
  (read-only degrade vs write fail-loud).
- CHANGELOG: document breaking changes (/memory/config + client.get_memory_config
  shape flat->backend_config; custom storage_class path moved + __init__ must
  accept config) and the legacy-field auto-migration.
- tests: add regression test pinning the per-user memory path
  ({storage_path}/users/{safe_user_id}/memory.json == host make_safe_user_id)
  across the abstraction; update create_fact mocks for (memory_data, fact_id).

Tests: 273 passed (memory suite); ruff check + format clean.

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

* fix(memory): address PR review - storage_path, max_facts, tracing, parsing

Six review findings (willem-bd), each verified against upstream:

- storage_path semantics (file -> root dir): migration drops file-style
  (.json) legacy values with a warning; factory raises if storage_path
  resolves to an existing file (avoid silent NotADirectoryError write
  failure). CHANGELOG + config.example.yaml comment updated.
- create_memory_fact enforces max_facts again (via _trim_facts_to_max) and
  returns (memory, None) when the cap evicts the new fact; memory_add tool
  reports "not stored", client raises ValueError, POST /memory/facts -> 409.
- max_facts trim uses _coerce_source_confidence (was raw f.get("confidence",
  0) -> TypeError on non-float imported/legacy confidence, swallowed as
  silent update failure).
- memory-tracing assistant_id restored to "memory_agent" (was "lead-agent"
  copy-paste; matches upstream + DeerMem run_name).
- _is_human_clarification_response cross-checked against
  read_human_input_response (drift guard test).
- empty-string legacy values skipped silently in migration (narrow fix, not
  broad "if not value" which would skip explicit bool False).

8 new regression tests. make lint + 406 memory tests pass.

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

* fix(memory): address internal review - storage fail-fast, build_llm degrade, config warn, noop template

Addresses 4 findings from the PR #4122 internal supplemental review
(parallel to willem-bd's review, no overlap):

- create_storage fail-fast: a misspelled/unimportable storage_class now
  raises ValueError instead of silently falling back to FileMemoryStorage.
  Memory is persistent state, so a wrong store is a data-integrity footgun;
  mirrors the existing manager_class resolution policy. (storage.py)

- noop template create_fact signature: the commented template used
  keyword-only `content` and returned a bare dict, while DeerMem's actual
  create_fact takes positional `content` and returns tuple[dict, str|None]
  (the memory_add tool passes content positionally; gateway/client/tools all
  tuple-unpack). A backend copied from the template would 500 on fact-CRUD.
  Template fixed; delete_fact/update_fact templates left (callers compatible).
  (noop_manager.py)

- build_llm graceful degrade: wrap init_chat_model in try/except, degrade to
  None + WARNING on failure (mirroring _host_default_llm) so a misconfigured
  explicit model does not crash app startup -- non-LLM memory ops still work
  and an update raises at runtime with the error logged. (llm.py)

- from_backend_config unknown-key warning: log a WARNING for unknown
  backend_config keys (mirrors the host layer's load_memory_config_from_dict)
  so a typo like `storage_pat` does not silently fall back to the default and
  write memory to an unintended location. (config.py)

Tests: rewrote 3 create_storage fallback tests to expect ValueError; added 4
tests (build_llm zero-config/degrade, from_backend_config warn/silent).
make lint green; full memory suite passes.

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

---------

Co-authored-by: lllyfff <2281215061@qq.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: lllyfff <122260771+lllyfff@users.noreply.github.com>
2026-07-15 11:21:04 +08:00
Aari
8e96a6a252
fix(security): html-escape the conversation block in MEMORY_UPDATE_PROMPT (#4162)
format_conversation_for_update embeds raw user turns into the <conversation>
slot of MEMORY_UPDATE_PROMPT. This is the most attacker-influenced input in the
prompt, and it was unescaped: a message containing
"</conversation><current_memory>..." closes the conversation block and forges a
<current_memory> authority section for the extraction LLM, which can be steered
into persisting an arbitrary high-confidence fact — and that fact is later
injected into the lead-agent system prompt's <memory> block, which the prompt
declares trusted.

This is the last unguarded sibling of a rule the repo has established repeatedly.
#4044/#4060 html-escaped the current_memory slot of this exact template; #4097
escaped the <memory> injection renderer. In updater.py the same .format() call
escapes current_memory and leaves conversation raw. The memory updater sees raw
text because InputSanitizationMiddleware only rewrites the ModelRequest and never
mutates state, while MemoryMiddleware queues the raw state messages.

Escape content with html.escape(quote=False), mirroring _escape_summary /
_format_fact_line — after truncation so a trailing "..." cannot split an entity,
on both human and assistant turns. Render-time only: no stored value is mutated,
so the apply path is unaffected. The conversation function already strips
<uploaded_files> here, so tag hygiene in this renderer is established.

Scope is the memory updater. The summarizer's <new_messages> / <existing_summary>
blocks are the same rule unguarded, but their output is quarantined as untrusted
durable context rather than promoted to system authority; that hardening will be
a separate change.
2026-07-14 23:35:46 +08:00
黄云龙
490deeb931
fix(memory): coerce null source.confidence so it no longer blocks memory updates (#4074)
* fix(memory): coerce null confidence when ranking stale facts

_build_staleness_section and the per-cycle removal cap in _apply_updates
used fact.get("confidence", 0.0/0), which only defaults when the key is
absent. A fact whose confidence is explicitly null (or otherwise malformed)
returned None, breaking the numeric sort/format. Use
_coerce_source_confidence, which normalizes null/malformed values and clamps
to [0, 1], so null-confidence facts no longer block staleness handling.

* ci: retrigger cancelled CI workflow

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-12 23:22:09 +08:00
黄云龙
6af6cfc70b
fix(memory): don't gate memory-update parse on optional factsToRemove key (#4075)
The parse gate required all of {user, history, newFacts, factsToRemove} to
be present before accepting the model's JSON. A well-formed update that
simply has no facts to remove (the common case) omits the empty
factsToRemove key and was silently rejected. Drop factsToRemove from the
required set so those updates parse and apply.
2026-07-12 23:14:21 +08:00
黄云龙
d8d8a34114
fix(memory): coerce null confidence when ranking search results (#4076)
search_memory_facts sorted matches by fact.get("confidence", 0), which
returns None for a fact whose confidence key is explicitly null, crashing
the sort comparison. Use _coerce_source_confidence so null/malformed
confidence values are normalized and clamped before ranking.
2026-07-12 23:00:45 +08:00
黄云龙
2730ee1f7b
fix(memory): replace busy timer spin with deferred single re-run flag (#4073)
When _process_queue found another worker already processing, it called
_schedule_timer(0), spawning a fresh Timer thread immediately and looping
tightly (spawn -> busy -> reschedule -> spawn) until the active worker
finished. Replace this with a _reprocess_pending flag: a concurrent caller
sets the flag and returns, and the active worker reschedules exactly once
in its finally block when work remains. Reset the flag in clear().
2026-07-12 20:41:41 +08:00
Aari
feb287077e
fix(security): html-escape memory context summaries rendered into the injection prompt (#4119) 2026-07-12 18:22:22 +08:00
Aari
158c4f9622
fix(security): html-escape memory facts rendered into the injection prompt (#4097)
* fix(security): html-escape memory facts rendered into the injection prompt

The lead-agent system prompt declares the <memory> block user-managed and
everything else framework-internal, but the injection renderer _format_fact_line
formats a fact's content, category and correction sourceError raw. Memory is
user-editable via /api/memory, so a fact whose content is
'</memory></system-reminder>...' closes the block and relocates the text after
it out of the user-managed trust zone.

Escape those three fields at render time, mirroring the MEMORY_UPDATE_PROMPT
escaping added for the update-prompt side in #4028/#4060. The fact dict is not
mutated, so stored memory keeps the raw value and the apply path is unaffected.

* fix(memory): stop entity-encoding quotes in injected fact text

The three html.escape() calls in _format_fact_line used the default
quote=True, which also converts " to &quot; and ' to &#x27;. These fields
are rendered as element text inside the <memory> block, never inside an
attribute value, so escaping quotes buys no defense here: only <, >, and &
can break out of the surrounding tags, and those are escaped either way.

Ordinary facts ("User's preference", 'Said "use Python"') reached the model
as User&#x27;s preference / Said &quot;use Python&quot; -- content the
lead-agent prompt declares as user-managed data the model should discuss
freely. Pass quote=False and extend the benign-content test, which used a
string with no quotes and so never exercised this path.

Note the escape in updater.py's consolidation_candidates block renders into
an XML attribute value and correctly keeps quote=True.
2026-07-12 11:03:46 +08:00
黄云龙
938391c1ab
fix(memory): html-escape memory state in MEMORY_UPDATE_PROMPT (#4044) (#4060)
* fix(memory): html-escape memory state in MEMORY_UPDATE_PROMPT (#4044)

* test(memory): assert MEMORY_UPDATE_PROMPT escapes injection payloads (#4044)
2026-07-11 15:34:14 +08:00
Vanzeren
c2002d9fac
feat(memory): add memory tool sets (#4023)
* feat: add memory-as-tool mode alongside existing middleware mode

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

* fix: harden tool-mode memory scoping and docs

* fix: address memory tool mode review feedback

* fix(memory): address tool mode review feedback

* fix: update config_version to 22 in values.yaml
2026-07-11 15:28:16 +08:00
Tianye Song
54f3c43fe3
fix(security): html-escape fact content in memory prompt sections (#4028)
* fix(security): html-escape fact content in memory prompt sections

Raw memory fact content was injected verbatim into prompt XML — a fact
containing a literal `"` could break the `"..."` delimiter, and a
closing tag like `</consolidation_candidates>` could prematurely end
the XML block, both potentially confusing the model.

Apply `html.escape()` to `content` in `_build_staleness_section` and
`_build_consolidation_section`, and to `cat` in the consolidation
section's XML attribute. Tests added for both sections covering special
characters, XML tag injection, and attribute injection.

Follow-up to #3996 as noted by reviewer willem-bd.

* fix(security): address reviewer follow-ups on html-escaping PR

- Escape `cat` in _build_staleness_section for symmetry with the
  consolidation section (both sections now consistently html-escape
  all LLM-derived category values that appear in the prompt)
- Add comment at current_memory=json.dumps() documenting the conscious
  accept: json.dumps leaves < > & unescaped; lower-risk than
  staleness/consolidation (read-only context, not delete/merge
  instructions); fix at fact-content insert time if revisited
- Add test for category escaping in the staleness section

* fix(security): reference tracking issue #4044 in conscious-accept comment

* style: compress conscious-accept comment to two lines
2026-07-11 08:54:45 +08:00
Daoyuan Li
a2a949b178
Fix UnboundLocalError in memory injection when facts are empty (#3992)
`format_memory_for_injection` bound `facts_header` / `all_fact_lines` only
inside the `if isinstance(facts_data, list) and facts_data:` block, but the
structure-aware overflow-truncation path at the end of the function
references both unconditionally.

When a user's memory has sizeable user-context / history (so `sections` is
non-empty and the assembled output exceeds `max_tokens`) but an empty or
missing `facts` list, that block is skipped, so the truncation branch hits
`UnboundLocalError: cannot access local variable 'all_fact_lines'` and
aborts memory injection entirely.

Hoist the two initializers to function scope, alongside the existing
`guaranteed_line_tokens = 0`, so they are always bound. Behaviour is
unchanged when facts are present.

Adds a regression test (empty facts + oversized user context) that fails
with UnboundLocalError before the fix and truncates gracefully after.
2026-07-10 22:27:56 +08:00
Daoyuan Li
c0b917cce2
Fix KeyError in staleness review when a fact has no id (#3993)
The apply-time staleness guardrail built ``candidate_ids`` with a direct
``f["id"]`` access over ``_select_stale_candidates`` output:

    candidate_ids = {f["id"] for f in _select_stale_candidates(current_memory, config)}

Every other fact access in ``updater.py`` uses ``f.get("id")``; this was the
lone direct-subscript outlier. An aged, non-protected fact that lacks an
``id`` key — common in legacy / hand-edited / migrated ``memory.json`` — is a
valid staleness candidate, so it reached ``f["id"]`` and raised
``KeyError: 'id'``, aborting the entire background memory-update cycle for
that user. The guardrail runs unconditionally (independent of the
``staleness_review_enabled`` flag), so any id-less aged fact triggers it as
soon as the LLM returns a non-empty ``staleFactsToRemove``.

Skip id-less candidates when building the intersection set. They can never
be targeted by the id-based removal set anyway, so behaviour is otherwise
unchanged.

Adds a regression test with an aged, id-less fact that raises KeyError
before the fix and applies cleanly after.
2026-07-10 14:55:13 +08:00
Tianye Song
9097642658
feat(memory): add memory consolidation to synthesize fragmented facts (#3996)
* feat(memory): add memory consolidation to synthesize fragmented facts

When a fact category accumulates many individual entries, the LLM
reviews them during the normal memory-update call (same invocation,
no extra API cost) and decides whether groups of related facts can be
synthesized into a single richer fact. This completes the memory
lifecycle: extraction → guaranteed injection → staleness review →
consolidation.

- Select fragmented categories by min-facts threshold, surface the most
  fragmented groups first; prompt-layer caps aligned with apply-layer
  guardrails so the LLM never sees groups it cannot act on
- Cap consolidated confidence at source maximum to prevent inflation;
  reject results below fact_confidence_threshold
- Double-consume protection prevents a fact from being merged into
  multiple consolidation targets
- Feature-gated at both prompt and apply time with per-cycle safety caps
- Add 26 tests covering candidate selection, normalization, apply
  guardrails, and prompt integration

* fix(memory): address consolidation correctness issues from PR review

Six fixes based on maintainer review of #3996:

1. Deduplicate sourceIds in normalization — ["f1","f1"] previously
   bypassed the ≥2-distinct-sources check; dict.fromkeys collapses it
   to ["f1"] which is correctly rejected.

2. Run consolidation after max_facts trim — previously, sources were
   deleted then the merged fact could be evicted by the trim, leaving
   no record of either. Moving consolidation last ensures source facts
   exist in the post-trim index before removal.

3. Fix count= attribute in consolidation prompt — advertised the full
   category size but listed only max_sources IDs; now uses
   min(len(group), max_sources) to match what the LLM can act on.

4. Exempt staleness_protected_categories from consolidation candidates
   — mirrors the existing staleness-review contract so correction facts
   are never surfaced for merging.

5. Strip and default category in consolidation normalization — "  " or
   " preference " are now normalised, matching _normalize_memory_update_fact.

6. Propagate sourceError from source facts into consolidated fact —
   correction context is no longer silently lost on merge.

* fix(memory): add apply-time guardrails and tests for consolidation

P1: mirror the staleness-pass defense-in-depth pattern — build
allowed_source_ids from _select_consolidation_candidates at apply time
so a protected-category or below-threshold fact proposed by the LLM is
rejected regardless of model behavior.

P2a: test that LLM-returned confidence is capped at max source confidence
and that a capped result below fact_confidence_threshold is rejected.

P2b: test that factsToConsolidate with consolidation_enabled=False is a
no-op at apply time (35 tests, all pass).

* fix(memory): address three correctness issues from second review round

1. Default consolidation_enabled=False — consolidation is lossy (source
   content is permanently replaced, only consolidatedFrom IDs preserved);
   new lossy features default to off. config.example.yaml updated to match.

2. Unify confidence coercion between prompt and apply — _build_consolidation_section
   now calls _coerce_source_confidence(fact) instead of an inline 0.0-default
   coercion, so a null-confidence fact renders with 0.50 in the LLM prompt and
   is capped at 0.50 at apply time (same value, same function).

3. Preserve staleness clock on merge — consolidated fact now carries the
   newest source's createdAt (not now) so aged information does not gain a
   fresh staleness-review window just by being consolidated; consolidatedAt
   is added as an explicit audit field.

Three regression tests added (default=false, null-confidence consistency,
createdAt policy); all guardrail tests now set consolidation_enabled=True
explicitly so they test the guardrail, not the feature flag. 38 tests pass.

* fix(memory): harden createdAt comparison and confidence handling

1. createdAt max via _parse_fact_datetime — replaces string max() which
   crashes on non-string createdAt (numeric unix timestamps) and sorts
   Z/+00:00 mixed formats incorrectly. Mirrors how staleness computes age.

2. Remove dead min(..., 1.0) — _coerce_source_confidence already clamps
   each source confidence to [0, 1], so max(source_confidences) ≤ 1.0
   by contract; the outer min could never bind.

3. Clamp raw_llm_conf to [0, 1] before applying the source cap — out-of-
   range values like 1.5 are safe today (pinned by the cap) but defensively
   clamped first so the invariant holds even if the cap is ever loosened.

4. Doc: expand the apply-time guardrails comment to call out the protected-
   category exclusion via allowed_source_ids — this is the central safety
   property ("explicit user feedback is never silently merged away").

5. Test: add test_confidence_fallback_to_max_source_when_llm_omits_field
   covering the else-branch (LLM omits confidence → uses max_source_conf).

6. Fix lint: reorder imports in test file (stdlib before third-party).

39 tests, all pass.

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-10 11:31:08 +08:00
AnoobFeng
47b0f604f4
feat(frontend):enhance the ask_clarification interaction with visualized card (#3956)
* feat(frontend): add structured human input cards for ask_clarification

Implement a reusable Human Input Card flow for ask_clarification while keeping
the existing text fallback for older clients and IM channels.

Backend:
- Add structured ToolMessage.artifact.human_input payloads for clarification requests.
- Preserve ToolMessage.content as the readable Markdown/text fallback.
- Normalize clarification options from native lists, JSON strings, plain strings,
  mixed scalar values, None, and missing options.
- Derive input_mode as choice_with_other when options exist, otherwise free_text.
- Keep disable_clarification non-interactive behavior as a plain ToolMessage with
  no human_input artifact.
- Cover artifact persistence and Gateway message metadata preservation in tests.

Frontend:
- Add human input protocol types, runtime guards, extractors, response builders,
  and thread-state helpers.
- Add reusable HumanInputCard with option buttons, free-text input, pending,
  read-only, disabled, and answered states.
- Render structured clarification cards from artifact.human_input, with Markdown
  fallback for malformed or legacy tool messages.
- Preserve line breaks in structured question/context/option text.
- Hide submitted clarification bridge messages from the chat UI via
  additional_kwargs.hide_from_ui.
- Send structured human_input_response metadata through the fourth sendMessage
  options argument, preserving run context in the third argument.
- Wire submissions for normal chats, custom agent chats, agent bootstrap chats,
  and sidecar chats.
- Derive answered state from raw thread.messages so hidden replies still update
  the original card.
- Clear pending state when the hidden reply arrives, dispatch is dropped, or a
  later async stream failure appears on thread.error.

* perf(frontend): optimize HumanInputCard UI interactions

- Support Enter key to submit text input (Shift+Enter for newline)
- Render question and context fields as Markdown instead of plain text
- Replace deprecated FormEventHandler type with structural typing

* test(frontend): add unit test cover optimize HumanInputCard UI interactions

* feat(frontend): disabled chatbox when has new human-input-card

* fix(style): lint error fix

* fix: sanitize hidden human input replies

- Preserve IME composition safety for human input card Enter submits
- Treat hidden human input responses as genuine user messages for sanitization
- Keep hidden card replies in memory filtering while excluding malformed/internal hidden messages
- Add regression coverage for card IME handling and hidden reply sanitization

* fix: tighten human input response validation

- Reject empty hidden human input response values
- Remove invalid list ARIA role from human input card options
- Add backend coverage for empty response payloads

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-06 22:34:41 +08:00
Tianye Song
28f2b07b79
feat(memory): add staleness review to prune silently-outdated facts (#3860)
* feat(memory): add staleness review to prune silently-outdated facts

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

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

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

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

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

Add three regression tests:
- test_protected_category_fact_refused_at_apply
- test_non_aged_fact_refused_at_apply
- test_guardrail_runs_when_staleness_review_disabled

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

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

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-07-06 15:09:56 +08:00
AnoobFeng
e3e5c73b03
feat(observability): add trace-id correlation and enhanced logging (#3902)
* feat(observability): add trace-id correlation and enhanced logging

- add opt-in gateway request trace correlation via X-Trace-Id
- enhance logging with configurable trace_id-aware formatting
- propagate deerflow_trace_id into runtime context and Langfuse metadata
- keep enhanced logging disabled by default to preserve existing behavior

* fix: harden trace correlation wiring

- Make logging enhancement a restart-required startup snapshot and remove per-request config reads from TraceMiddleware
- Restrict trace ids to printable ASCII before writing them to response headers, logs, and Langfuse metadata
- Gate implicit DeerFlowClient trace-id creation behind logging.enhance.enabled while preserving explicit caller opt-in
- Bind embedded client trace context per stream step to avoid generator ContextVar leaks and cross-context reset errors
- Rebind memory update trace ids in Timer/executor worker paths so enhanced logs keep the captured correlation id
- Remove unrelated __run_journal context overwrite from the trace-correlation change set

* fix(gateway): avoid eager app construction on package import

* fix(gateway): avoid config load during app import

Keep Gateway app construction import-safe when config.yaml is absent by
disabling TraceMiddleware only for that construction-time fallback path.
Startup lifespan still performs strict config loading before serving.
2026-07-03 08:01:46 +08:00
Eilen Shin
67dd75db62
chore: remove unused private helper functions (dead code) (#3749)
These three module-private helpers have no callers anywhere in the repo
(verified by a repo-wide identifier scan + direct greps; each appears only
at its own definition):

- agents/memory/updater.py: _create_empty_memory (a no-caller wrapper around
  storage.create_empty_memory, which is used directly elsewhere)
- runtime/runs/worker.py: _extract_human_message (also drops the now-unused
  HumanMessage TYPE_CHECKING import and TYPE_CHECKING from typing)
- sandbox/tools.py: _looks_like_unsafe_cwd_target (cwd safety is enforced via
  _is_allowed_local_bash_absolute_path)

Underscore-prefixed = module-internal, so zero references is conclusive.
Route handlers and @compiles-registered functions were excluded as false
positives. Public-surface candidates are noted in the issue, not touched here.

Fixes #3748.
2026-06-24 09:21:50 +08:00
Zhipeng Zheng
bf70280319
fix(memory): filter hide_from_ui HumanMessages from memory builder (#3697)
Middleware-injected hidden messages (TodoMiddleware.todo_reminder,
ViewImageMiddleware, p0 DynamicContextMiddleware.__memory) were being fed
to the memory-updating LLM as if they were real user input, polluting
long-term memory with framework-internal text. The p0 __memory payload
could also trigger a self-amplification loop.

Fix: skip HumanMessages with additional_kwargs['hide_from_ui'] in
filter_messages_for_memory, consistent with the frontend logic.

Closes #3695
2026-06-23 10:02:38 +08:00