Recursive shared-folder rule: a shared/ must be shared by ALL siblings at its
level. The kernel (context, compaction, retry_after, web_search) was shared by
only 2 of the agents -- anonymous_chat + multi_agent_chat -- never by podcaster
or video_presentation. Those 2 are the "chat" category, so their shared code
belongs in that category's shared/, not the top-level one.
app/agents/anonymous_chat/ -> app/agents/chat/anonymous_chat/
app/agents/multi_agent_chat/ -> app/agents/chat/multi_agent_chat/
app/agents/shared/ -> app/agents/chat/shared/ (anon<->mac kernel)
Top-level app/agents/shared/ is gone: nothing was shared across all three
categories (chat / podcaster / video_presentation).
~289 import sites rewritten (app.agents.{anonymous_chat,multi_agent_chat,shared}
-> app.agents.chat.*); all moves are git renames (history preserved).
app/agents/ now: chat/, podcaster/, video_presentation/, runtime/.
app/agents/shared/ is a sibling of anonymous_chat/podcaster/multi_agent_chat/
video_presentation, so it should only hold code shared across 2+ of those
agents. In practice podcaster and video_presentation import nothing from it,
and anonymous_chat needs only context + compaction + retry_after + web_search.
Everything else was multi_agent_chat-only (the boundary just passes through).
Move the multi_agent_chat-only cluster into multi_agent_chat/shared/ (files
moved verbatim via git rename; ~116 import sites rewritten):
errors, feature_flags, filesystem_selection, path_resolver, prompt_caching,
sandbox, llm_config, mention_resolver
middleware/busy_mutex, middleware/kb_persistence
busy_mutex/llm_config/mention_resolver are boundary-only but import the moved
modules, so they were folded in to avoid a backwards shared -> multi_agent_chat
dependency. main_agent builders now import the impls directly; the shared
middleware barrel keeps only the genuinely-shared compaction + retry_after.
Also delete the dead leftover shared/plugins and shared/skills dirs (live
copies already live under main_agent/).
Remaining in app/agents/shared/: context, system_prompt(+prompts), checkpointer,
middleware/{compaction,retry_after,dedup_tool_calls}, tools/. checkpointer and
system_prompt are boundary-only infra pending a dedicated home decision.
permissions.py (authorization Rule/Ruleset model) is consumed across all
MAC subagents + the permissions middleware, with a single external
consumer (user_tool_allowlist service) -> move to
multi_agent_chat/shared/permissions.py and repoint all 42 sites.
deliverable_wait.py (wait_for_deliverable) is used only by the podcast and
video_presentation deliverable tools -> colocate into
subagents/builtins/deliverables/.
No behavior change; import-all + permission/allowlist/deliverable unit
tests stay green.
The deliverables subagent runs its own generate_image/podcast/report/resume/
video_presentation (via tools/index.py); the shared/tools copies had zero
production importers — classic dead twins. Removed them so deliverable tools
live only in their vertical slice.
While repointing the 2 stranded unit tests at the LIVE deliverables modules,
found the OpenRouter empty-api_base defense (resolve_api_base) existed ONLY in
the dead shared generate_image, never propagated to the live multi-agent copy.
Ported the fix into deliverables/tools/generate_image.py (both the global-config
and user-DB-config branches) so an empty api_base no longer falls through to
LiteLLM's global api_base (Azure) and 404s.
Tests now exercise the live Command/receipt-returning tools (invoke the raw
coroutine with a hand-built ToolRuntime; resume progress events neutralized).
Relocate the entire new_chat/tools/ package (62 files incl. registry, hitl, MCP
cluster, and all connector subpackages: gmail/slack/discord/teams/drive/etc.)
to the shared kernel. The package turned out to be a clean cohesive cluster:
its only references to non-tools new_chat modules were comments, and its
middleware deps were already flipped to shared in slice 5c.
Flip 33 live importers (multi-agent, flows, routes, services, anonymous_agent,
tests). Re-export shims remain for the frozen single-agent stack: a package
__init__ mirroring the public surface (new_chat.__init__ imports it) plus
invalid_tool + registry submodule shims (chat_deepagent imports those).
Resolves slice 5c's two transient back-edges: shared/middleware/action_log
(TYPE_CHECKING ToolDefinition) and tool_call_repair (local INVALID_TOOL_NAME)
now point at app.agents.shared.tools.
Relocate the mutually-dependent LLM config layer and the LiteLLM prompt-caching
helper to the shared kernel as one unit, rewiring their internal cross-reference
to the shared paths. Flip 21 non-frozen importers. Re-export shims remain at
new_chat/{llm_config,prompt_caching}.py for the frozen single-agent stack
(chat_deepagent); they will be removed when that stack is retired.
Relocate the permission evaluator (wildcard matcher + rule evaluation) to the
shared kernel and flip 43 non-frozen importers. A re-export shim remains at
new_chat/permissions.py for the frozen single-agent stack (chat_deepagent and
subagents/{config,providers/linear,providers/slack}); it will be removed when
that stack is retired.
Relocate three leaf filesystem-cluster modules to the shared kernel and flip
all 38 importers. No re-export shims needed (no frozen single-agent importer).
This also resolves the pre-existing shared->new_chat back-edge from
shared/receipt_command.py onto filesystem_state.
filesystem_backends is intentionally deferred to slice 5: it depends on
new_chat middleware (kb_postgres_backend, multi_root_local_folder_backend)
that have not yet moved, so relocating it now would create a shared->new_chat edge.
- Added new environment variables for controlling task execution limits, including `SURFSENSE_SUBAGENT_INVOKE_TIMEOUT_SECONDS`, `SURFSENSE_TASK_BATCH_CONCURRENCY`, and `SURFSENSE_TASK_BATCH_MAX_SIZE`.
- Updated documentation to reflect new batch processing capabilities for `task` calls, allowing for concurrent execution of multiple subagent tasks.
- Improved error handling and receipt generation for deliverables, ensuring consistent feedback on task status.
- Refactored middleware to incorporate search space ID for better task management.
Resolves: surfsense_backend/app/agents/new_chat/middleware/memory_injection.py
- Took both imports: upstream moved MEMORY_HARD_LIMIT/SOFT_LIMIT to
app.services.memory; kept our perf-logger import for timing.
Pulls in upstream changes:
- Memory document feature (services/memory refactor, removal of
app.agents.new_chat.memory_extraction and background extraction in
stream_new_chat — agent now drives memory via update_memory tool).
- BACKEND_URL env refactor across web tool-ui/editor/chat/dashboard/lib.
- GitHub Actions backend test workflow + pre-commit biome bump.
- Token-display polish in MessageInfoDropdown; save_memory no-update
sentinel.
Verified: 1723 unit tests pass, ruff clean. No semantic regression in
stream_new_chat (their memory-extraction deletion and our preflight
removal touch different functions).
Adds an optional planner LLM role wired through KnowledgePriorityMiddleware
so KB query rewriting, date extraction, and recency classification run on a
cheap model (e.g. gpt-4o-mini, Haiku, Azure nano) instead of the user's
chat LLM. Operators opt in by setting is_planner: true on exactly one
global config; without it, behavior is unchanged.
Connector kb_sync_services (gmail, onedrive, google_calendar, jira),
streaming indexers (discord, luma, teams) and the file-processor save
path all called embed_text inside async coroutines, blocking the
background worker's event loop for the duration of the embed. Wrap each
call site in asyncio.to_thread so concurrent indexing tasks stop
serialising on the embed.
_restore_in_place_document and _reinsert_document_from_revision are
async helpers invoked by the synchronous-feeling POST /api/threads/.../revert
route; both ran embed_texts inline, blocking the event loop while the
HTTP client waited.
LiteLLM normalizes every provider's cache fields onto
usage.prompt_tokens_details (cached_tokens + cache_creation_tokens).
The earlier fallback to usage.cache_read_input_tokens /
usage.cache_creation_input_tokens was wrong: Anthropic-shaped fields
only live there via a trailing setattr loop, and the canonical field
name on the wrapper is cache_creation_tokens (not _input_tokens).
Until now an "Always Allow" reply only updated the in-memory runtime
ruleset, evaporating after the session ended. Persist it to the
existing connector.config['trusted_tools'] list so the next session's
fetch_user_allowlist_rulesets picks it up and the user is never asked
again for the same (connector, tool) pair.
- TrustedToolSaver + make_trusted_tool_saver(user_id) in
user_tool_allowlist: opens its own session via async_session_maker
per call, logs and swallows failures (in-memory promotion is the
canonical "always" path, durable persistence is opportunistic).
- PermissionMiddleware._process is now pure: returns
(state_update, list[_AlwaysPromotion]). aafter_model awaits the
saver for each promotion; after_model discards them. Promotions are
only emitted for tools whose metadata exposes mcp_connector_id, so
native tools and KB FS ops are correctly skipped.
- main_agent factory builds the saver once per turn and stashes it in
dependencies["trusted_tool_saver"]; pack_subagent and the KB
middleware stack forward it through build_permission_mw.
- Renamed pm._process(state, None) call sites in two existing tests to
pm.after_model(state, None) so they exercise the public hook
contract instead of the now-tuple-returning private method.
Build and Push Docker Images / tag_release (push) Waiting to run
Build and Push Docker Images / build (./surfsense_backend, ./surfsense_backend/Dockerfile, backend, surfsense-backend, ubuntu-24.04-arm, linux/arm64, arm64) (push) Blocked by required conditions
Build and Push Docker Images / build (./surfsense_backend, ./surfsense_backend/Dockerfile, backend, surfsense-backend, ubuntu-latest, linux/amd64, amd64) (push) Blocked by required conditions
Build and Push Docker Images / build (./surfsense_web, ./surfsense_web/Dockerfile, web, surfsense-web, ubuntu-24.04-arm, linux/arm64, arm64) (push) Blocked by required conditions
Build and Push Docker Images / build (./surfsense_web, ./surfsense_web/Dockerfile, web, surfsense-web, ubuntu-latest, linux/amd64, amd64) (push) Blocked by required conditions
Build and Push Docker Images / create_manifest (backend, surfsense-backend) (push) Blocked by required conditions
Build and Push Docker Images / create_manifest (web, surfsense-web) (push) Blocked by required conditions
- Added a new function `_warm_agent_jit_caches` to pre-warm agent caches at startup, reducing cold invocation costs.
- Updated the `SurfSenseContextSchema` to include per-invocation fields for better state management during agent execution.
- Introduced caching mechanisms in various tools to ensure fresh database sessions are used, improving performance and reliability.
- Enhanced middleware to support new context features and improve error handling during connector and document type discovery.
