Tianye Song b990da785f
feat(memory): add guaranteed injection for correction facts with graceful fallback (#3592)
* feat(memory): add guaranteed injection for correction facts with graceful fallback

When the token budget is tight, high-value facts (e.g. user corrections)
can be silently evicted by lower-priority regular facts. This change:

- Introduces configurable 'guaranteed_categories' (default: [correction])
  whose facts draw from a separate 'guaranteed_token_budget', ensuring
  they are never dropped due to budget pressure.
- Adds a graceful fallback to confidence-only ranking when the
  guaranteed-category path raises an unexpected exception.
- Refactors fact selection into a header-agnostic helper
  (_select_fact_lines) with explicit token accounting in the caller,
  eliminating double-counting of separators.
- Emits a single 'Facts:' header regardless of whether both guaranteed
  and regular facts are present.
- Extends the final safety truncation limit to account for the
  additional guaranteed budget so guaranteed facts survive end-to-end.

* refactor(memory): address review feedback on guaranteed injection

- Restore strict break-on-overflow in `_select_fact_lines` to preserve
  the caller's confidence-ordered ranking; add a regression test locking
  in the invariant that a shorter lower-confidence fact never slips
  ahead of a skipped higher-confidence one.
- Account for the inter-group `\n` separator between guaranteed and
  regular fact blocks in the regular budget (1-token precision fix).
- Clarify docstrings on `format_memory_for_injection` and
  `MemoryConfig.guaranteed_token_budget` to distinguish the common
  *displacement* case (total stays within `max_tokens`) from the rarer
  *additive* case (safety-truncation ceiling raised when guaranteed
  lines alone would overflow).

* fix(memory): address P1 safety truncation + P2s from review

- Structure-aware safety truncation: Facts block is now a protected
  suffix so guaranteed-category facts can never be silently discarded
  by a prefix-cut on overflow. Only the preceding (user/history)
  sections are eligible for truncation.
- Extend the same protected-suffix treatment to the except/fallback
  path by returning fact lines alongside the formatted section from
  _fallback_format_facts, avoiding string parsing.
- Single inter-section separator: facts section no longer embeds its
  own leading \n\n; the final "\n\n".join(sections) is the single
  source of truth for section-to-section spacing.
- Bare string for guaranteed_categories now raises TypeError instead
  of silently iterating single characters.
- Category-less / malformed facts no longer default-promote into the
  guaranteed "context" pool — only facts with an explicit category
  field qualify.
- Lift valid_facts pre-filter outside the try so the fallback path
  reuses it instead of re-doing validation work.
- MemoryConfigResponse + DeerFlowClient.get_memory_config now expose
  guaranteed_categories / guaranteed_token_budget.
- config.example.yaml: document the two new fields and bump
  config_version from 12 to 13.
- Add regression tests for every finding.

---------

Co-authored-by: Willem Jiang <willem.jiang@gmail.com>
2026-06-23 08:10:12 +08:00
..
2026-01-14 09:57:52 +08:00
2026-06-21 09:30:55 +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)
            rewritten to /api/* │
                                ▼
               ┌────────────────────────────────────────┐
               │        Gateway API (8001)              │
               │        FastAPI REST + agent runtime    │
               │                                        │
               │ Models, MCP, Skills, Memory, Uploads,  │
               │ Artifacts, Threads, Runs, Streaming    │
               │                                        │
               │ ┌────────────────────────────────────┐ │
               │ │ Lead Agent                         │ │
               │ │ Middleware Chain, Tools, Subagents │ │
               │ └────────────────────────────────────┘ │
               └────────────────────────────────────────┘

Request Routing (via Nginx):

  • /api/langgraph/* → Gateway LangGraph-compatible API - 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/). Async runtime paths use async sandbox lifecycle hooks so startup, readiness polling, and release do not block the event loop. AioSandboxProvider validates active-cache and warm-pool containers during acquire/reuse, dropping definitively dead entries so a thread can provision a fresh sandbox after an unexpected container exit while keeping get() as an in-memory lookup. Backend health-check failures are treated as unknown, not dead, and a container that cannot be verified during discovery is simply not adopted (acquire falls through to create instead of failing).
  • 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 (write_file overwrites by default and exposes append for end-of-file writes; 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), fastCRW (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
POST /api/mcp/cache/reset Reset cached MCP tools so they reload on next use
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, auto-renames duplicate filenames in one request)
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 Gateway + Frontend + Nginx

Access at: http://localhost:2026

Backend Only (from backend directory):

# Gateway API + embedded agent runtime
make dev

Direct access: 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 graph registry for tooling/Studio compatibility
├── pyproject.toml              # Python dependencies
├── Makefile                    # Development commands
└── Dockerfile                  # Container build

langgraph.json is not the default service entrypoint. The scripts and Docker deployments run the Gateway embedded runtime; the file is kept for LangGraph tooling, Studio, or direct LangGraph Server compatibility.


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 Gateway API + embedded agent runtime (port 8001)
make gateway    # Run Gateway API without reload (port 8001)
make lint       # Run linter (ruff)
make format     # Format code (ruff)
make detect-blocking-io  # Inventory blocking IO that may block the backend event loop

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

make detect-blocking-io statically scans backend business code for blocking IO that may run on the backend event loop and is not test-coverage-bound. It prints a concise summary for human review and writes complete JSON findings to .deer-flow/blocking-io-findings.json at the repository root (regardless of whether the target is invoked from the repo root or from backend/). JSON findings include both broad IO category and review-oriented fields such as priority, location, blocking_call, event_loop_exposure, reason, and code. priority is a deterministic review ordering from the operation type, not proof of a bug. Bare-name same-file calls are resolved by function name, so duplicate helper names in one file can conservatively over-report async reachability.


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.