SHIYAO ZHANG 5ff230eafd
feat(uploads): inject document outline into agent context for converted files (#1738)
* feat(uploads): inject document outline into agent context for converted files

Extract headings from converted .md files and inject them into the
<uploaded_files> context block so the agent can navigate large documents
by line number before reading.

- Add `extract_outline()` to `file_conversion.py`: recognises standard
  Markdown headings (#/##/###) and SEC-style bold structural headings
  (**ITEM N. BUSINESS**, **PART II**); caps at 50 entries; excludes
  cover-page boilerplate (WASHINGTON DC, CURRENT REPORT, SIGNATURES)
- Add `_extract_outline_for_file()` helper in `uploads_middleware.py`:
  looks for a sibling `.md` file produced by the conversion pipeline
- Update `UploadsMiddleware._create_files_message()` to render the outline
  under each file entry with `L{line}: {title}` format and a `read_file`
  prompt for range-based reading
- Tests: 10 new tests for `extract_outline()`, 4 new tests for outline
  injection in `UploadsMiddleware`; existing test updated for new `outline`
  field in `uploaded_files` state

Partially addresses #1647 (agent ignores uploaded files).

* fix(uploads): stream outline file reads and strip inline bold from heading titles

- Switch extract_outline() from read_text().splitlines() to open()+line iteration
  so large converted documents are not loaded into memory on every agent turn;
  exits as soon as MAX_OUTLINE_ENTRIES is reached (Copilot suggestion)
- Strip **...** wrapper from standard Markdown heading titles before appending
  to outline so agent context stays clean (e.g. "## **Overview**" → "Overview")
  (Copilot suggestion)
- Remove unused pathlib.Path import and fix import sort order in test_file_conversion.py
  to satisfy ruff CI lint

* fix(uploads): show truncation hint when outline exceeds MAX_OUTLINE_ENTRIES

When extract_outline() hits the cap it now appends a sentinel entry
{"truncated": True} instead of silently dropping the rest of the headings.
UploadsMiddleware reads the sentinel and renders a hint line:

  ... (showing first 50 headings; use `read_file` to explore further)

Without this the agent had no way to know the outline was incomplete and
would treat the first 50 headings as the full document structure.

* fix(uploads): fall back to configurable.thread_id when runtime.context lacks thread_id

runtime.context does not always carry thread_id (depends on LangGraph
invocation path). ThreadDataMiddleware already falls back to
get_config().configurable.thread_id — apply the same pattern so
UploadsMiddleware can resolve the uploads directory and attach outlines
in all invocation paths.

* style: apply ruff format

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-04-03 20:52:47 +08:00
..
2026-01-14 09:57:52 +08:00

DeerFlow Backend

DeerFlow is a LangGraph-based AI super agent with sandbox execution, persistent memory, and extensible tool integration. The backend enables AI agents to execute code, browse the web, manage files, delegate tasks to subagents, and retain context across conversations - all in isolated, per-thread environments.


Architecture

                        ┌──────────────────────────────────────┐
                        │          Nginx (Port 2026)           │
                        │      Unified reverse proxy           │
                        └───────┬──────────────────┬───────────┘
                                │                  │
              /api/langgraph/*  │                  │  /api/* (other)
                                ▼                  ▼
               ┌────────────────────┐  ┌────────────────────────┐
               │ LangGraph Server   │  │   Gateway API (8001)   │
               │    (Port 2024)     │  │   FastAPI REST         │
               │                    │  │                        │
               │ ┌────────────────┐ │  │ Models, MCP, Skills,   │
               │ │  Lead Agent    │ │  │ Memory, Uploads,       │
               │ │  ┌──────────┐  │ │  │ Artifacts              │
               │ │  │Middleware│  │ │  └────────────────────────┘
               │ │  │  Chain   │  │ │
               │ │  └──────────┘  │ │
               │ │  ┌──────────┐  │ │
               │ │  │  Tools   │  │ │
               │ │  └──────────┘  │ │
               │ │  ┌──────────┐  │ │
               │ │  │Subagents │  │ │
               │ │  └──────────┘  │ │
               │ └────────────────┘ │
               └────────────────────┘

Request Routing (via Nginx):

  • /api/langgraph/* → LangGraph Server - agent interactions, threads, streaming
  • /api/* (other) → Gateway API - models, MCP, skills, memory, artifacts, uploads, thread-local cleanup
  • / (non-API) → Frontend - Next.js web interface

Core Components

Lead Agent

The single LangGraph agent (lead_agent) is the runtime entry point, created via make_lead_agent(config). It combines:

  • Dynamic model selection with thinking and vision support
  • Middleware chain for cross-cutting concerns (9 middlewares)
  • Tool system with sandbox, MCP, community, and built-in tools
  • Subagent delegation for parallel task execution
  • System prompt with skills injection, memory context, and working directory guidance

Middleware Chain

Middlewares execute in strict order, each handling a specific concern:

# Middleware Purpose
1 ThreadDataMiddleware Creates per-thread isolated directories (workspace, uploads, outputs)
2 UploadsMiddleware Injects newly uploaded files into conversation context
3 SandboxMiddleware Acquires sandbox environment for code execution
4 SummarizationMiddleware Reduces context when approaching token limits (optional)
5 TodoListMiddleware Tracks multi-step tasks in plan mode (optional)
6 TitleMiddleware Auto-generates conversation titles after first exchange
7 MemoryMiddleware Queues conversations for async memory extraction
8 ViewImageMiddleware Injects image data for vision-capable models (conditional)
9 ClarificationMiddleware Intercepts clarification requests and interrupts execution (must be last)

Sandbox System

Per-thread isolated execution with virtual path translation:

  • Abstract interface: execute_command, read_file, write_file, list_dir
  • Providers: LocalSandboxProvider (filesystem) and AioSandboxProvider (Docker, in community/)
  • Virtual paths: /mnt/user-data/{workspace,uploads,outputs} → thread-specific physical directories
  • Skills path: /mnt/skillsdeer-flow/skills/ directory
  • Skills loading: Recursively discovers nested SKILL.md files under skills/{public,custom} and preserves nested container paths
  • File-write safety: str_replace serializes read-modify-write per (sandbox.id, path) so isolated sandboxes keep concurrency even when virtual paths match
  • Tools: bash, ls, read_file, write_file, str_replace (bash is disabled by default when using LocalSandboxProvider; use AioSandboxProvider for isolated shell access)

Subagent System

Async task delegation with concurrent execution:

  • Built-in agents: general-purpose (full toolset) and bash (command specialist, exposed only when shell access is available)
  • Concurrency: Max 3 subagents per turn, 15-minute timeout
  • Execution: Background thread pools with status tracking and SSE events
  • Flow: Agent calls task() tool → executor runs subagent in background → polls for completion → returns result

Memory System

LLM-powered persistent context retention across conversations:

  • Automatic extraction: Analyzes conversations for user context, facts, and preferences
  • Structured storage: User context (work, personal, top-of-mind), history, and confidence-scored facts
  • Debounced updates: Batches updates to minimize LLM calls (configurable wait time)
  • System prompt injection: Top facts + context injected into agent prompts
  • Storage: JSON file with mtime-based cache invalidation

Tool Ecosystem

Category Tools
Sandbox bash, ls, read_file, write_file, str_replace
Built-in present_files, ask_clarification, view_image, task (subagent)
Community Tavily (web search), Jina AI (web fetch), Firecrawl (scraping), DuckDuckGo (image search)
MCP Any Model Context Protocol server (stdio, SSE, HTTP transports)
Skills Domain-specific workflows injected via system prompt

Gateway API

FastAPI application providing REST endpoints for frontend integration:

Route Purpose
GET /api/models List available LLM models
GET/PUT /api/mcp/config Manage MCP server configurations
GET/PUT /api/skills List and manage skills
POST /api/skills/install Install skill from .skill archive
GET /api/memory Retrieve memory data
POST /api/memory/reload Force memory reload
GET /api/memory/config Memory configuration
GET /api/memory/status Combined config + data
POST /api/threads/{id}/uploads Upload files (auto-converts PDF/PPT/Excel/Word to Markdown, rejects directory paths)
GET /api/threads/{id}/uploads/list List uploaded files
DELETE /api/threads/{id} Delete DeerFlow-managed local thread data after LangGraph thread deletion; unexpected failures are logged server-side and return a generic 500 detail
GET /api/threads/{id}/artifacts/{path} Serve generated artifacts

IM Channels

The IM bridge supports Feishu, Slack, and Telegram. Slack and Telegram still use the final runs.wait() response path, while Feishu now streams through runs.stream(["messages-tuple", "values"]) and updates a single in-thread card in place.

For Feishu card updates, DeerFlow stores the running card's message_id per inbound message and patches that same card until the run finishes, preserving the existing OK / DONE reaction flow.


Quick Start

Prerequisites

  • Python 3.12+
  • uv package manager
  • API keys for your chosen LLM provider

Installation

cd deer-flow

# Copy configuration files
cp config.example.yaml config.yaml

# Install backend dependencies
cd backend
make install

Configuration

Edit config.yaml in the project root:

models:
  - name: gpt-4o
    display_name: GPT-4o
    use: langchain_openai:ChatOpenAI
    model: gpt-4o
    api_key: $OPENAI_API_KEY
    supports_thinking: false
    supports_vision: true

  - name: gpt-5-responses
    display_name: GPT-5 (Responses API)
    use: langchain_openai:ChatOpenAI
    model: gpt-5
    api_key: $OPENAI_API_KEY
    use_responses_api: true
    output_version: responses/v1
    supports_vision: true

Set your API keys:

export OPENAI_API_KEY="your-api-key-here"

Running

Full Application (from project root):

make dev  # Starts LangGraph + Gateway + Frontend + Nginx

Access at: http://localhost:2026

Backend Only (from backend directory):

# Terminal 1: LangGraph server
make dev

# Terminal 2: Gateway API
make gateway

Direct access: LangGraph at http://localhost:2024, Gateway at http://localhost:8001


Project Structure

backend/
├── src/
│   ├── agents/                  # Agent system
│   │   ├── lead_agent/         # Main agent (factory, prompts)
│   │   ├── middlewares/        # 9 middleware components
│   │   ├── memory/             # Memory extraction & storage
│   │   └── thread_state.py    # ThreadState schema
│   ├── gateway/                # FastAPI Gateway API
│   │   ├── app.py             # Application setup
│   │   └── routers/           # 6 route modules
│   ├── sandbox/                # Sandbox execution
│   │   ├── local/             # Local filesystem provider
│   │   ├── sandbox.py         # Abstract interface
│   │   ├── tools.py           # bash, ls, read/write/str_replace
│   │   └── middleware.py      # Sandbox lifecycle
│   ├── subagents/              # Subagent delegation
│   │   ├── builtins/          # general-purpose, bash agents
│   │   ├── executor.py        # Background execution engine
│   │   └── registry.py        # Agent registry
│   ├── tools/builtins/         # Built-in tools
│   ├── mcp/                    # MCP protocol integration
│   ├── models/                 # Model factory
│   ├── skills/                 # Skill discovery & loading
│   ├── config/                 # Configuration system
│   ├── community/              # Community tools & providers
│   ├── reflection/             # Dynamic module loading
│   └── utils/                  # Utilities
├── docs/                       # Documentation
├── tests/                      # Test suite
├── langgraph.json              # LangGraph server configuration
├── pyproject.toml              # Python dependencies
├── Makefile                    # Development commands
└── Dockerfile                  # Container build

Configuration

Main Configuration (config.yaml)

Place in project root. Config values starting with $ resolve as environment variables.

Key sections:

  • models - LLM configurations with class paths, API keys, thinking/vision flags
  • tools - Tool definitions with module paths and groups
  • tool_groups - Logical tool groupings
  • sandbox - Execution environment provider
  • skills - Skills directory paths
  • title - Auto-title generation settings
  • summarization - Context summarization settings
  • subagents - Subagent system (enabled/disabled)
  • memory - Memory system settings (enabled, storage, debounce, facts limits)

Provider note:

  • models[*].use references provider classes by module path (for example langchain_openai:ChatOpenAI).
  • If a provider module is missing, DeerFlow now returns an actionable error with install guidance (for example uv add langchain-google-genai).

Extensions Configuration (extensions_config.json)

MCP servers and skill states in a single file:

{
  "mcpServers": {
    "github": {
      "enabled": true,
      "type": "stdio",
      "command": "npx",
      "args": ["-y", "@modelcontextprotocol/server-github"],
      "env": {"GITHUB_TOKEN": "$GITHUB_TOKEN"}
    },
    "secure-http": {
      "enabled": true,
      "type": "http",
      "url": "https://api.example.com/mcp",
      "oauth": {
        "enabled": true,
        "token_url": "https://auth.example.com/oauth/token",
        "grant_type": "client_credentials",
        "client_id": "$MCP_OAUTH_CLIENT_ID",
        "client_secret": "$MCP_OAUTH_CLIENT_SECRET"
      }
    }
  },
  "skills": {
    "pdf-processing": {"enabled": true}
  }
}

Environment Variables

  • DEER_FLOW_CONFIG_PATH - Override config.yaml location
  • DEER_FLOW_EXTENSIONS_CONFIG_PATH - Override extensions_config.json location
  • Model API keys: OPENAI_API_KEY, ANTHROPIC_API_KEY, DEEPSEEK_API_KEY, etc.
  • Tool API keys: TAVILY_API_KEY, GITHUB_TOKEN, etc.

LangSmith Tracing

DeerFlow has built-in LangSmith integration for observability. When enabled, all LLM calls, agent runs, tool executions, and middleware processing are traced and visible in the LangSmith dashboard.

Setup:

  1. Sign up at smith.langchain.com and create a project.
  2. Add the following to your .env file in the project root:
LANGSMITH_TRACING=true
LANGSMITH_ENDPOINT=https://api.smith.langchain.com
LANGSMITH_API_KEY=lsv2_pt_xxxxxxxxxxxxxxxx
LANGSMITH_PROJECT=xxx

Legacy variables: The LANGCHAIN_TRACING_V2, LANGCHAIN_API_KEY, LANGCHAIN_PROJECT, and LANGCHAIN_ENDPOINT variables are also supported for backward compatibility. LANGSMITH_* variables take precedence when both are set.

Langfuse Tracing

DeerFlow also supports Langfuse observability for LangChain-compatible runs.

Add the following to your .env file:

LANGFUSE_TRACING=true
LANGFUSE_PUBLIC_KEY=pk-lf-xxxxxxxxxxxxxxxx
LANGFUSE_SECRET_KEY=sk-lf-xxxxxxxxxxxxxxxx
LANGFUSE_BASE_URL=https://cloud.langfuse.com

If you are using a self-hosted Langfuse deployment, set LANGFUSE_BASE_URL to your Langfuse host.

Dual Provider Behavior

If both LangSmith and Langfuse are enabled, DeerFlow initializes and attaches both callbacks so the same run data is reported to both systems.

If a provider is explicitly enabled but required credentials are missing, or the provider callback cannot be initialized, DeerFlow raises an error when tracing is initialized during model creation instead of silently disabling tracing.

Docker: In docker-compose.yaml, tracing is disabled by default (LANGSMITH_TRACING=false). Set LANGSMITH_TRACING=true and/or LANGFUSE_TRACING=true in your .env, together with the required credentials, to enable tracing in containerized deployments.


Development

Commands

make install    # Install dependencies
make dev        # Run LangGraph server (port 2024)
make gateway    # Run Gateway API (port 8001)
make lint       # Run linter (ruff)
make format     # Format code (ruff)

Code Style

  • Linter/Formatter: ruff
  • Line length: 240 characters
  • Python: 3.12+ with type hints
  • Quotes: Double quotes
  • Indentation: 4 spaces

Testing

uv run pytest

Technology Stack

  • LangGraph (1.0.6+) - Agent framework and multi-agent orchestration
  • LangChain (1.2.3+) - LLM abstractions and tool system
  • FastAPI (0.115.0+) - Gateway REST API
  • langchain-mcp-adapters - Model Context Protocol support
  • agent-sandbox - Sandboxed code execution
  • markitdown - Multi-format document conversion
  • tavily-python / firecrawl-py - Web search and scraping

Documentation


License

See the LICENSE file in the project root.

Contributing

See CONTRIBUTING.md for contribution guidelines.