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

498 lines
19 KiB
Python

"""CRUD API for custom agents."""
import asyncio
import logging
import re
import shutil
import yaml
from fastapi import APIRouter, HTTPException
from pydantic import BaseModel, Field
from deerflow.config.agents_api_config import get_agents_api_config
from deerflow.config.agents_config import AgentConfig, list_custom_agents, load_agent_config, load_agent_soul, preserve_non_managed_fields
from deerflow.config.paths import get_paths
from deerflow.runtime.user_context import get_effective_user_id
logger = logging.getLogger(__name__)
router = APIRouter(prefix="/api", tags=["agents"])
AGENT_NAME_PATTERN = re.compile(r"^[A-Za-z0-9-]+$")
class AgentResponse(BaseModel):
"""Response model for a custom agent."""
name: str = Field(..., description="Agent name (hyphen-case)")
description: str = Field(default="", description="Agent description")
model: str | None = Field(default=None, description="Optional model override")
tool_groups: list[str] | None = Field(default=None, description="Optional tool group whitelist")
skills: list[str] | None = Field(default=None, description="Optional skill whitelist (None=all, []=none)")
soul: str | None = Field(default=None, description="SOUL.md content")
class AgentsListResponse(BaseModel):
"""Response model for listing all custom agents."""
agents: list[AgentResponse]
class AgentCreateRequest(BaseModel):
"""Request body for creating a custom agent."""
name: str = Field(..., description="Agent name (must match ^[A-Za-z0-9-]+$, stored as lowercase)")
description: str = Field(default="", description="Agent description")
model: str | None = Field(default=None, description="Optional model override")
tool_groups: list[str] | None = Field(default=None, description="Optional tool group whitelist")
skills: list[str] | None = Field(default=None, description="Optional skill whitelist (None=all enabled, []=none)")
soul: str = Field(default="", description="SOUL.md content — agent personality and behavioral guardrails")
class AgentUpdateRequest(BaseModel):
"""Request body for updating a custom agent."""
description: str | None = Field(default=None, description="Updated description")
model: str | None = Field(default=None, description="Updated model override")
tool_groups: list[str] | None = Field(default=None, description="Updated tool group whitelist")
skills: list[str] | None = Field(default=None, description="Updated skill whitelist (None=all, []=none)")
soul: str | None = Field(default=None, description="Updated SOUL.md content")
def _validate_agent_name(name: str) -> None:
"""Validate agent name against allowed pattern.
Args:
name: The agent name to validate.
Raises:
HTTPException: 422 if the name is invalid.
"""
if not AGENT_NAME_PATTERN.match(name):
raise HTTPException(
status_code=422,
detail=f"Invalid agent name '{name}'. Must match ^[A-Za-z0-9-]+$ (letters, digits, and hyphens only).",
)
def _normalize_agent_name(name: str) -> str:
"""Normalize agent name to lowercase for filesystem storage."""
return name.lower()
def _require_agents_api_enabled() -> None:
"""Reject access unless the custom-agent management API is explicitly enabled."""
if not get_agents_api_config().enabled:
raise HTTPException(
status_code=403,
detail=("Custom-agent management API is disabled. Set agents_api.enabled=true to expose agent and user-profile routes over HTTP."),
)
def _agent_config_to_response(agent_cfg: AgentConfig, include_soul: bool = False, *, user_id: str | None = None) -> AgentResponse:
"""Convert AgentConfig to AgentResponse."""
soul: str | None = None
if include_soul:
soul = load_agent_soul(agent_cfg.name, user_id=user_id) or ""
return AgentResponse(
name=agent_cfg.name,
description=agent_cfg.description,
model=agent_cfg.model,
tool_groups=agent_cfg.tool_groups,
skills=agent_cfg.skills,
soul=soul,
)
@router.get(
"/agents",
response_model=AgentsListResponse,
summary="List Custom Agents",
description="List all custom agents available in the agents directory, including their soul content.",
)
async def list_agents() -> AgentsListResponse:
"""List all custom agents.
Returns:
List of all custom agents with their metadata and soul content.
"""
_require_agents_api_enabled()
user_id = get_effective_user_id()
try:
agents = list_custom_agents(user_id=user_id)
return AgentsListResponse(agents=[_agent_config_to_response(a, include_soul=True, user_id=user_id) for a in agents])
except Exception as e:
logger.error(f"Failed to list agents: {e}", exc_info=True)
raise HTTPException(status_code=500, detail=f"Failed to list agents: {str(e)}")
@router.get(
"/agents/check",
summary="Check Agent Name",
description="Validate an agent name and check if it is available (case-insensitive).",
)
async def check_agent_name(name: str) -> dict:
"""Check whether an agent name is valid and not yet taken.
Args:
name: The agent name to check.
Returns:
``{"available": true/false, "name": "<normalized>"}``
Raises:
HTTPException: 422 if the name is invalid.
"""
_require_agents_api_enabled()
_validate_agent_name(name)
normalized = _normalize_agent_name(name)
user_id = get_effective_user_id()
paths = get_paths()
# Treat the name as taken if either the per-user path or the legacy shared
# path holds an agent — picking a name that collides with an unmigrated
# legacy agent would shadow the legacy entry once migration runs.
available = not paths.user_agent_dir(user_id, normalized).exists() and not paths.agent_dir(normalized).exists()
return {"available": available, "name": normalized}
@router.get(
"/agents/{name}",
response_model=AgentResponse,
summary="Get Custom Agent",
description="Retrieve details and SOUL.md content for a specific custom agent.",
)
async def get_agent(name: str) -> AgentResponse:
"""Get a specific custom agent by name.
Args:
name: The agent name.
Returns:
Agent details including SOUL.md content.
Raises:
HTTPException: 404 if agent not found.
"""
_require_agents_api_enabled()
_validate_agent_name(name)
name = _normalize_agent_name(name)
user_id = get_effective_user_id()
try:
agent_cfg = load_agent_config(name, user_id=user_id)
return _agent_config_to_response(agent_cfg, include_soul=True, user_id=user_id)
except FileNotFoundError:
raise HTTPException(status_code=404, detail=f"Agent '{name}' not found")
except Exception as e:
logger.error(f"Failed to get agent '{name}': {e}", exc_info=True)
raise HTTPException(status_code=500, detail=f"Failed to get agent: {str(e)}")
@router.post(
"/agents",
response_model=AgentResponse,
status_code=201,
summary="Create Custom Agent",
description="Create a new custom agent with its config and SOUL.md.",
)
async def create_agent_endpoint(request: AgentCreateRequest) -> AgentResponse:
"""Create a new custom agent.
Args:
request: The agent creation request.
Returns:
The created agent details.
Raises:
HTTPException: 409 if agent already exists, 422 if name is invalid.
"""
_require_agents_api_enabled()
_validate_agent_name(request.name)
normalized_name = _normalize_agent_name(request.name)
user_id = get_effective_user_id()
paths = get_paths()
def _create_agent() -> AgentResponse | None:
# Worker thread: base-dir resolution, existence checks, directory/file
# creation, read-back, and failure cleanup are all blocking filesystem
# IO that must stay off the event loop.
agent_dir = paths.user_agent_dir(user_id, normalized_name)
legacy_dir = paths.agent_dir(normalized_name)
if legacy_dir.exists():
return None # signals 409 to the caller
try:
try:
agent_dir.mkdir(parents=True, exist_ok=False)
except FileExistsError:
return None # signals 409 to the caller
# Write config.yaml
config_data: dict = {"name": normalized_name}
if request.description:
config_data["description"] = request.description
if request.model is not None:
config_data["model"] = request.model
if request.tool_groups is not None:
config_data["tool_groups"] = request.tool_groups
if request.skills is not None:
config_data["skills"] = request.skills
config_file = agent_dir / "config.yaml"
with open(config_file, "w", encoding="utf-8") as f:
yaml.dump(config_data, f, default_flow_style=False, allow_unicode=True)
# Write SOUL.md
soul_file = agent_dir / "SOUL.md"
soul_file.write_text(request.soul, encoding="utf-8")
logger.info(f"Created agent '{normalized_name}' at {agent_dir}")
agent_cfg = load_agent_config(normalized_name, user_id=user_id)
return _agent_config_to_response(agent_cfg, include_soul=True, user_id=user_id)
except Exception:
# Clean up partial state on failure before surfacing the error.
if agent_dir.exists():
shutil.rmtree(agent_dir)
raise
try:
response = await asyncio.to_thread(_create_agent)
except Exception as e:
logger.error(f"Failed to create agent '{request.name}': {e}", exc_info=True)
raise HTTPException(status_code=500, detail=f"Failed to create agent: {str(e)}")
if response is None:
raise HTTPException(status_code=409, detail=f"Agent '{normalized_name}' already exists")
return response
@router.put(
"/agents/{name}",
response_model=AgentResponse,
summary="Update Custom Agent",
description="Update an existing custom agent's config and/or SOUL.md.",
)
async def update_agent(name: str, request: AgentUpdateRequest) -> AgentResponse:
"""Update an existing custom agent.
Args:
name: The agent name.
request: The update request (all fields optional).
Returns:
The updated agent details.
Raises:
HTTPException: 404 if agent not found.
"""
_require_agents_api_enabled()
_validate_agent_name(name)
name = _normalize_agent_name(name)
user_id = get_effective_user_id()
try:
agent_cfg = load_agent_config(name, user_id=user_id)
except FileNotFoundError:
raise HTTPException(status_code=404, detail=f"Agent '{name}' not found")
paths = get_paths()
agent_dir = paths.user_agent_dir(user_id, name)
legacy_dir = paths.agent_dir(name)
# Require config.yaml, not bare directory existence — a per-user agent
# directory can exist containing only memory.json (written the first
# time this user chats with a legacy shared agent, before this route
# is ever called). Bare .exists() would miss that case and let this
# fall through to a silent fork of a brand-new config.yaml/SOUL.md
# into the memory-only directory instead of blocking (mirrors
# resolve_agent_dir's guard, see #3390).
if not (agent_dir / "config.yaml").exists() and (legacy_dir / "config.yaml").exists():
raise HTTPException(
status_code=409,
detail=(f"Agent '{name}' only exists in the legacy shared layout and is not scoped to a user. Run scripts/migrate_user_isolation.py to move legacy agents into the per-user layout before updating."),
)
try:
# Update config if any config fields changed
# Use model_fields_set to distinguish "field omitted" from "explicitly set to null".
# This is critical for skills where None means "inherit all" (not "don't change").
fields_set = request.model_fields_set
config_changed = bool(fields_set & {"description", "model", "tool_groups", "skills"})
if config_changed:
updated: dict = {
"name": agent_cfg.name,
"description": request.description if "description" in fields_set else agent_cfg.description,
}
new_model = request.model if "model" in fields_set else agent_cfg.model
if new_model is not None:
updated["model"] = new_model
new_tool_groups = request.tool_groups if "tool_groups" in fields_set else agent_cfg.tool_groups
if new_tool_groups is not None:
updated["tool_groups"] = new_tool_groups
# skills: None = inherit all, [] = no skills, ["a","b"] = whitelist
if "skills" in fields_set:
new_skills = request.skills
else:
new_skills = agent_cfg.skills
if new_skills is not None:
updated["skills"] = new_skills
# Carry forward every top-level AgentConfig field this route does
# not manage (currently ``github:``, plus any future field added
# to :class:`AgentConfig`). The harness ``update_agent`` tool uses
# the same helper, so an operator editing the agent description
# from the Web UI does not silently strip a hand-authored
# ``github:`` binding — which would otherwise leave the next
# webhook delivery unable to find the agent in the registry and
# silently no-op.
for key, value in preserve_non_managed_fields(agent_cfg).items():
updated.setdefault(key, value)
config_file = agent_dir / "config.yaml"
with open(config_file, "w", encoding="utf-8") as f:
yaml.dump(updated, f, default_flow_style=False, allow_unicode=True)
# Update SOUL.md if provided
if request.soul is not None:
soul_path = agent_dir / "SOUL.md"
soul_path.write_text(request.soul, encoding="utf-8")
logger.info(f"Updated agent '{name}'")
refreshed_cfg = load_agent_config(name, user_id=user_id)
return _agent_config_to_response(refreshed_cfg, include_soul=True, user_id=user_id)
except HTTPException:
raise
except Exception as e:
logger.error(f"Failed to update agent '{name}': {e}", exc_info=True)
raise HTTPException(status_code=500, detail=f"Failed to update agent: {str(e)}")
class UserProfileResponse(BaseModel):
"""Response model for the global user profile (USER.md)."""
content: str | None = Field(default=None, description="USER.md content, or null if not yet created")
class UserProfileUpdateRequest(BaseModel):
"""Request body for setting the global user profile."""
content: str = Field(default="", description="USER.md content — describes the user's background and preferences")
@router.get(
"/user-profile",
response_model=UserProfileResponse,
summary="Get User Profile",
description="Read the global USER.md file that is injected into all custom agents.",
)
async def get_user_profile() -> UserProfileResponse:
"""Return the current USER.md content.
Returns:
UserProfileResponse with content=None if USER.md does not exist yet.
"""
_require_agents_api_enabled()
try:
user_md_path = get_paths().user_md_file
if not user_md_path.exists():
return UserProfileResponse(content=None)
raw = user_md_path.read_text(encoding="utf-8").strip()
return UserProfileResponse(content=raw or None)
except Exception as e:
logger.error(f"Failed to read user profile: {e}", exc_info=True)
raise HTTPException(status_code=500, detail=f"Failed to read user profile: {str(e)}")
@router.put(
"/user-profile",
response_model=UserProfileResponse,
summary="Update User Profile",
description="Write the global USER.md file that is injected into all custom agents.",
)
async def update_user_profile(request: UserProfileUpdateRequest) -> UserProfileResponse:
"""Create or overwrite the global USER.md.
Args:
request: The update request with the new USER.md content.
Returns:
UserProfileResponse with the saved content.
"""
_require_agents_api_enabled()
try:
paths = get_paths()
paths.base_dir.mkdir(parents=True, exist_ok=True)
paths.user_md_file.write_text(request.content, encoding="utf-8")
logger.info(f"Updated USER.md at {paths.user_md_file}")
return UserProfileResponse(content=request.content or None)
except Exception as e:
logger.error(f"Failed to update user profile: {e}", exc_info=True)
raise HTTPException(status_code=500, detail=f"Failed to update user profile: {str(e)}")
@router.delete(
"/agents/{name}",
status_code=204,
summary="Delete Custom Agent",
description="Delete a custom agent and all its files (config, SOUL.md, memory).",
)
async def delete_agent(name: str) -> None:
"""Delete a custom agent.
Args:
name: The agent name.
Raises:
HTTPException: 404 if no per-user copy exists; 409 if only a legacy
shared copy exists (suggesting the migration script).
"""
_require_agents_api_enabled()
_validate_agent_name(name)
name = _normalize_agent_name(name)
user_id = get_effective_user_id()
paths = get_paths()
def _remove_agent_dir() -> tuple[str, str]:
# Runs in a worker thread: resolving the base dir, probing the directory
# (`exists`), and removing it (`rmtree`) are all blocking filesystem IO
# that must stay off the event loop.
agent_dir = paths.user_agent_dir(user_id, name)
if not agent_dir.exists():
outcome = "legacy" if paths.agent_dir(name).exists() else "missing"
return outcome, str(agent_dir)
if not (agent_dir / "config.yaml").is_file():
return "not-custom-agent", str(agent_dir)
shutil.rmtree(agent_dir)
return "deleted", str(agent_dir)
try:
outcome, agent_dir = await asyncio.to_thread(_remove_agent_dir)
except Exception as e:
logger.error(f"Failed to delete agent '{name}': {e}", exc_info=True)
raise HTTPException(status_code=500, detail=f"Failed to delete agent: {str(e)}")
if outcome == "legacy":
raise HTTPException(
status_code=409,
detail=(f"Agent '{name}' only exists in the legacy shared layout and is not scoped to a user. Run scripts/migrate_user_isolation.py to move legacy agents into the per-user layout before deleting."),
)
if outcome == "missing":
raise HTTPException(status_code=404, detail=f"Agent '{name}' not found")
if outcome == "not-custom-agent":
raise HTTPException(
status_code=409,
detail=(f"Directory for '{name}' contains memory data but is not a custom agent because config.yaml is missing; it was preserved."),
)
logger.info(f"Deleted agent '{name}' from {agent_dir}")