19 commits

Author	SHA1	Message	Date
Danny Avila	935288f841	🏗️ feat: 3-Tier MCP Server Architecture with Config-Source Lazy Init (#12435) ... * feat: add MCPServerSource type, tenantMcpPolicy schema, and source-based dbSourced wiring - Add `tenantMcpPolicy` to `mcpSettings` in YAML config schema with `enabled`, `maxServersPerTenant`, `allowedTransports`, and `allowedDomains` - Add `MCPServerSource` type ('yaml' | 'config' | 'user') and `source` field to `ParsedServerConfig` - Change `dbSourced` determination from `!!config.dbId` to `config.source === 'user'` across MCPManager, ConnectionsRepository, UserConnectionManager, and MCPServerInspector - Set `source: 'user'` on all DB-sourced servers in ServerConfigsDB * feat: three-layer MCPServersRegistry with config cache and lazy init - Add `configCacheRepo` as third repository layer between YAML cache and DB for admin-defined config-source MCP servers - Implement `ensureConfigServers()` that identifies config-override servers from resolved `getAppConfig()` mcpConfig, lazily inspects them, and caches parsed configs with `source: 'config'` - Add `lazyInitConfigServer()` with timeout, stub-on-failure, and concurrent-init deduplication via `pendingConfigInits` map - Extend `getAllServerConfigs()` with optional `configServers` param for three-way merge: YAML → Config → User - Add `getServerConfig()` lookup through config cache layer - Add `invalidateConfigCache()` for clearing config-source inspection results on admin config mutations - Tag `source: 'yaml'` on CACHE-stored servers and `source: 'user'` on DB-stored servers in `addServer()` and `addServerStub()` * feat: wire tenant context into MCP controllers, services, and cache invalidation - Resolve config-source servers via `getAppConfig({ role, tenantId })` in `getMCPTools()` and `getMCPServersList()` controllers - Pass `ensureConfigServers()` results through `getAllServerConfigs()` for three-way merge of YAML + Config + User servers - Add tenant/role context to `getMCPSetupData()` and connection status routes via `getTenantId()` from ALS - Add `clearMcpConfigCache()` to `invalidateConfigCaches()` so admin config mutations trigger re-inspection of config-source MCP servers * feat: enforce tenantMcpPolicy on admin config mcpServers mutations - Add `validateMcpServerPolicy()` helper that checks mcpServers against operator-defined `tenantMcpPolicy` (enabled, maxServersPerTenant, allowedTransports, allowedDomains) - Wire validation into `upsertConfigOverrides` and `patchConfigField` handlers — rejects with 403 when policy is violated - Infer transport type from config shape (command → stdio, url protocol → websocket/sse, type field → streamable-http) - Validate server domains against policy allowlist when configured * revert: remove tenantMcpPolicy schema and enforcement The existing admin config CRUD routes already provide the mechanism for granular MCP server prepopulation (groups, roles, users). The tenantMcpPolicy gating adds unnecessary complexity that can be revisited if needed in the future. - Remove tenantMcpPolicy from mcpSettings Zod schema - Remove validateMcpServerPolicy helper and TenantMcpPolicy interface - Remove policy enforcement from upsertConfigOverrides and patchConfigField handlers * test: update test assertions for source field and config-server wiring - Use objectContaining in MCPServersRegistry reset test to account for new source: 'yaml' field on CACHE-stored configs - Add getTenantId and ensureConfigServers mocks to MCP route tests - Add getAppConfig mock to route test Config service mock - Update getMCPSetupData assertion to expect second options argument - Update getAllServerConfigs assertions for new configServers parameter * fix: disconnect active connections when config-source servers are evicted When admin config overrides change and config-source MCP servers are removed, the invalidation now proactively disconnects active connections for evicted servers instead of leaving them lingering until timeout. - Return evicted server names from invalidateConfigCache() - Disconnect app-level connections for evicted servers in clearMcpConfigCache() via MCPManager.appConnections.disconnect() * fix: address code review findings (CRITICAL, MAJOR, MINOR) CRITICAL fixes: - Scope configCacheRepo keys by config content hash to prevent cross-tenant cache poisoning when two tenants define the same server name with different configurations - Change dbSourced checks from `source === 'user'` to `source !== 'yaml' && source !== 'config'` so undefined source (pre-upgrade cached configs) fails closed to restricted mode MAJOR fixes: - Derive OAuth servers from already-computed mcpConfig instead of calling getOAuthServers() separately — config-source OAuth servers are now properly detected - Add parseInt radix (10) and NaN guard with fallback to 30_000 for CONFIG_SERVER_INIT_TIMEOUT_MS - Add CONFIG_CACHE_NAMESPACE to aggregate-key branch in ServerConfigsCacheFactory to avoid SCAN-based Redis stalls - Remove `if (role || tenantId)` guard in getMCPSetupData — config servers now always resolve regardless of tenant context MINOR fixes: - Extract resolveAllMcpConfigs() helper in mcp controller to eliminate 3x copy-pasted config resolution boilerplate - Distinguish "not initialized" from real errors in clearMcpConfigCache — log actual failures instead of swallowing - Remove narrative inline comments per style guide - Remove dead try/catch inside Promise.allSettled in ensureConfigServers (inner method never throws) - Memoize YAML server names to avoid repeated cacheConfigsRepo.getAll() calls per request Test updates: - Add ensureConfigServers mock to registry test fixtures - Update getMCPSetupData assertions for inline OAuth derivation * fix: address code review findings (CRITICAL, MAJOR, MINOR) CRITICAL fixes: - Break circular dependency: move CONFIG_CACHE_NAMESPACE from MCPServersRegistry to ServerConfigsCacheFactory - Fix dbSourced fail-closed: use source field when present, fall back to legacy dbId check when absent (backward-compatible with pre-upgrade cached configs that lack source field) MAJOR fixes: - Add CONFIG_CACHE_NAMESPACE to aggregate-key set in ServerConfigsCacheFactory to avoid SCAN-based Redis stalls - Add comprehensive test suite (ensureConfigServers.test.ts, 18 tests) covering lazy init, stub-on-failure, cross-tenant isolation via config hash keys, concurrent deduplication, merge order, and cache invalidation MINOR fixes: - Update MCPServerInspector test assertion for dbSourced change * fix: restore getServerConfig lookup for config-source servers (NEW-1) Add configNameToKey map that indexes server name → hash-based cache key for O(1) lookup by name in getServerConfig. This restores the config cache layer that was dropped when hash-based keys were introduced. Without this fix, config-source servers appeared in tool listings (via getAllServerConfigs) but getServerConfig returned undefined, breaking all connection and tool call paths. - Populate configNameToKey in ensureSingleConfigServer - Clear configNameToKey in invalidateConfigCache and reset - Clear stale read-through cache entries after lazy init - Remove dead code in invalidateConfigCache (config.title, key parsing) - Add getServerConfig tests for config-source server lookup * fix: eliminate configNameToKey race via caller-provided configServers param Replace the process-global configNameToKey map (last-writer-wins under concurrent multi-tenant load) with a configServers parameter on getServerConfig. Callers pass the pre-resolved config servers map directly — no shared mutable state, no cross-tenant race. - Add optional configServers param to getServerConfig; when provided, returns matching config directly without any global lookup - Remove configNameToKey map entirely (was the source of the race) - Extract server names from cache keys via lastIndexOf in invalidateConfigCache (safe for names containing colons) - Use mcpConfig[serverName] directly in getMCPTools instead of a redundant getServerConfig call - Add cross-tenant isolation test for getServerConfig * fix: populate read-through cache after config server lazy init After lazyInitConfigServer succeeds, write the parsed config to readThroughCache keyed by serverName so that getServerConfig calls from ConnectionsRepository, UserConnectionManager, and MCPManager.callTool find the config without needing configServers. Without this, config-source servers appeared in tool listings but every connection attempt and tool call returned undefined. * fix: user-scoped getServerConfig fallback to server-only cache key When getServerConfig is called with a userId (e.g., from callTool or UserConnectionManager), the cache key is serverName::userId. Config-source servers are cached under the server-only key (no userId). Add a fallback so user-scoped lookups find config-source servers in the read-through cache. * fix: configCacheRepo fallback, isUserSourced DRY, cross-process race CRITICAL: Add findInConfigCache fallback in getServerConfig so config-source servers remain reachable after readThroughCache TTL expires (5s). Without this, every tool call after 5s returned undefined for config-source servers. MAJOR: Extract isUserSourced() helper to mcp/utils.ts and replace all 5 inline dbSourced ternary expressions (MCPManager x2, ConnectionsRepository, UserConnectionManager, MCPServerInspector). MAJOR: Fix cross-process Redis race in lazyInitConfigServer — when configCacheRepo.add throws (key exists from another process), fall back to reading the existing entry instead of returning undefined. MINOR: Parallelize invalidateConfigCache awaits with Promise.all. Remove redundant .catch(() => {}) inside Promise.allSettled. Tighten dedup test assertion to toBe(1). Add TTL-expiry tests for getServerConfig (with and without userId). * feat: thread configServers through getAppToolFunctions and formatInstructionsForContext Add optional configServers parameter to getAppToolFunctions, getInstructions, and formatInstructionsForContext so config-source server tools and instructions are visible to agent initialization and context injection paths. Existing callers (boot-time init, tests) pass no argument and continue to work unchanged. Agent runtime paths can now thread resolved config servers from request context. * fix: stale failure stubs retry after 5 min, upsert for cross-process races - Add CONFIG_STUB_RETRY_MS (5 min) — stale failure stubs are retried instead of permanently disabling config-source servers after transient errors (DNS outage, cold-start race) - Extract upsertConfigCache() helper that tries add then falls back to update, preventing cross-process Redis races where a second instance's successful inspection result was discarded - Add test for stale-stub retry after CONFIG_STUB_RETRY_MS * fix: stamp updatedAt on failure stubs, null-guard callTool config, test cleanup - Add updatedAt: Date.now() to failure stubs in lazyInitConfigServer so CONFIG_STUB_RETRY_MS (5 min) window works correctly — without it, stubs were always considered stale (updatedAt ?? 0 → epoch → always expired) - Add null guard for rawConfig in MCPManager.callTool before passing to preProcessGraphTokens — prevents unsafe `as` cast on undefined - Log double-failure in upsertConfigCache instead of silently swallowing - Replace module-scope Date.now monkey-patch with jest.useFakeTimers / jest.setSystemTime / jest.useRealTimers in ensureConfigServers tests * fix: server-only readThrough fallback only returns truthy values Prevents a cached undefined from a prior no-userId lookup from short-circuiting the DB query on a subsequent userId-scoped lookup. * fix: remove findInConfigCache to eliminate cross-tenant config leakage The findInConfigCache prefix scan (serverName:*) could return any tenant's config after readThrough TTL expires, violating tenant isolation. Config-source servers are now ONLY resolvable through: 1. The configServers param (callers with tenant context from ALS) 2. The readThrough cache (populated by ensureSingleConfigServer, 5s TTL, repopulated on every HTTP request via resolveAllMcpConfigs) Connection/tool-call paths without tenant context rely exclusively on the readThrough cache. If it expires before the next HTTP request repopulates it, the server is not found — which is correct because there is no tenant context to determine which config to return. - Remove findInConfigCache method and its call in getServerConfig - Update server-only readThrough fallback to only return truthy values (prevents cached undefined from short-circuiting user-scoped DB lookup) - Update tests to document tenant isolation behavior after cache expiry * style: fix import order per AGENTS.md conventions Sort package imports shortest-to-longest, local imports longest-to-shortest across MCPServersRegistry, ConnectionsRepository, MCPManager, UserConnectionManager, and MCPServerInspector. * fix: eliminate cross-tenant readThrough contamination and TTL-expiry tool failures Thread pre-resolved serverConfig from tool creation context into callTool, removing dependency on the readThrough cache for config-source servers. This fixes two issues: - Cross-tenant contamination: the readThrough cache key was unscoped (just serverName), so concurrent multi-tenant requests for same-named servers would overwrite each other's entries - TTL expiry: tool calls happening >5s after config resolution would fail with "Configuration not found" because the readThrough entry had expired Changes: - Add optional serverConfig param to MCPManager.callTool — uses provided config directly, falling back to getServerConfig lookup for YAML/user servers - Thread serverConfig from createMCPTool through createToolInstance closure to callTool - Remove readThrough write from ensureSingleConfigServer — config-source servers are only accessible via configServers param (tenant-scoped) - Remove server-only readThrough fallback from getServerConfig - Increase config cache hash from 8 to 16 hex chars (64-bit) - Add isUserSourced boundary tests for all source/dbId combinations - Fix double Object.keys call in getMCPTools controller - Update test assertions for new getServerConfig behavior * fix: cache base configs for config-server users; narrow upsertConfigCache error handling - Refactor getAllServerConfigs to separate base config fetch (YAML + DB) from config-server layering. Base configs are cached via readThroughCacheAll regardless of whether configServers is provided, eliminating uncached MongoDB queries per request for config-server users - Narrow upsertConfigCache catch to duplicate-key errors only; infrastructure errors (Redis timeouts, network failures) now propagate instead of being silently swallowed, preventing inspection storms during outages * fix: restore correct merge order and document upsert error matching - Restore YAML → Config → User DB precedence in getAllServerConfigs (user DB servers have highest precedence, matching the JSDoc contract) - Add source comment on upsertConfigCache duplicate-key detection linking to the two cache implementations that define the error message * feat: complete config-source server support across all execution paths Wire configServers through the entire agent execution pipeline so config-source MCP servers are fully functional — not just visible in listings but executable in agent sessions. - Thread configServers into handleTools.js agent tool pipeline: resolve config servers from tenant context before MCP tool iteration, pass to getServerConfig, createMCPTools, and createMCPTool - Thread configServers into agent instructions pipeline: applyContextToAgent → getMCPInstructionsForServers → formatInstructionsForContext, resolved in client.js before agent context application - Add configServers param to createMCPTool and createMCPTools for reconnect path fallback - Add source field to redactServerSecrets allowlist for client UI differentiation of server tiers - Narrow invalidateConfigCache to only clear readThroughCacheAll (merged results), preserving YAML individual-server readThrough entries - Update context.spec.ts assertions for new configServers parameter * fix: add missing mocks for config-source server dependencies in client.test.js Mock getMCPServersRegistry, getAppConfig, and getTenantId that were added to client.js but not reflected in the test file's jest.mock declarations. * fix: update formatInstructionsForContext assertions for configServers param The test assertions expected formatInstructionsForContext to be called with only the server names array, but it now receives configServers as a second argument after the config-source server feature wiring. * fix: move configServers resolution before MCP tool loop to avoid TDZ configServers was declared with `let` after the first tool loop but referenced inside it via getServerConfig(), causing a ReferenceError temporal dead zone. Move declaration and resolution before the loop, using tools.some(mcpToolPattern) to gate the async resolution. * fix: address review findings — cache bypass, discoverServerTools gap, DRY - #2: getAllServerConfigs now always uses getBaseServerConfigs (cached via readThroughCacheAll) instead of bypassing it when configServers is present. Extracts user-DB entries from cached base by diffing against YAML keys to maintain YAML → Config → User DB merge order without extra MongoDB calls. - #3: Add configServers param to ToolDiscoveryOptions and thread it through discoverServerTools → getServerConfig so config-source servers are discoverable during OAuth reconnection flows. - #6: Replace inline import() type annotations in context.ts with proper import type { ParsedServerConfig } per AGENTS.md conventions. - #7: Extract resolveConfigServers(req) helper in MCP.js and use it from handleTools.js and client.js, eliminating the duplicated 6-line config resolution pattern. - #10: Restore removed "why" comment explaining getLoaded() vs getAll() choice in getMCPSetupData — documents non-obvious correctness constraint. - #11: Fix incomplete JSDoc param type on resolveAllMcpConfigs. * fix: consolidate imports, reorder constants, fix YAML-DB merge edge case - Merge duplicate @librechat/data-schemas requires in MCP.js into one - Move resolveConfigServers after module-level constants - Fix getAllServerConfigs edge case where user-DB entry overriding a YAML entry with the same name was excluded from userDbConfigs; now uses reference equality check to detect DB-overwritten YAML keys * fix: replace fragile string-match error detection with proper upsert method Add upsert() to IServerConfigsRepositoryInterface and all implementations (InMemory, Redis, RedisAggregateKey, DB). This eliminates the brittle error message string match ('already exists in cache') in upsertConfigCache that was the only thing preventing cross-process init races from silently discarding inspection results. Each implementation handles add-or-update atomically: - InMemory: direct Map.set() - Redis: direct cache.set() - RedisAggregateKey: read-modify-write under write lock - DB: delegates to update() (DB servers use explicit add() with ACL setup) * fix: wire configServers through remaining HTTP endpoints - getMCPServerById: use resolveAllMcpConfigs instead of bare getServerConfig - reinitialize route: resolve configServers before getServerConfig - auth-values route: resolve configServers before getServerConfig - getOAuthHeaders: accept configServers param, thread from callers - Update mcp.spec.js tests to mock getAllServerConfigs for GET by name * fix: thread serverConfig through getConnection for config-source servers Config-source servers exist only in configCacheRepo, not in YAML cache or DB. When callTool → getConnection → getUserConnection → getServerConfig runs without configServers, it returns undefined and throws. Fix by threading the pre-resolved serverConfig (providedConfig) from callTool through getConnection → getUserConnection → createUserConnectionInternal, using it as a fallback before the registry lookup. * fix: thread configServers through reinit, reconnect, and tool definition paths Wire configServers through every remaining call chain that creates or reconnects MCP server connections: - reinitMCPServer: accepts serverConfig and configServers, uses them for getServerConfig fallback, getConnection, and discoverServerTools - reconnectServer: accepts and passes configServers to reinitMCPServer - createMCPTools/createMCPTool: pass configServers to reconnectServer - ToolService.loadToolDefinitionsWrapper: resolves configServers from req, passes to both reinitMCPServer call sites - reinitialize route: passes serverConfig and configServers to reinitMCPServer * fix: address review findings — simplify merge, harden error paths, fix log labels - Simplify getAllServerConfigs merge: replace fragile reference-equality loop with direct spread { ...yamlConfigs, ...configServers, ...base } - Guard upsertConfigCache in lazyInitConfigServer catch block so cache failures don't mask the original inspection error - Deduplicate getYamlServerNames cold-start with promise dedup pattern - Remove dead `if (!mcpConfig)` guard in getMCPSetupData - Fix hardcoded "App server" in ServerConfigsCacheRedisAggregateKey error messages — now uses this.namespace for correct Config/App labeling - Remove misleading OAuth callback comment about readThrough cache - Move resolveConfigServers after module-level constants in MCP.js * fix: clear rejected yamlServerNames promise, fix config-source reinspect, fix reset log label - Clear yamlServerNamesPromise on rejection so transient cache errors don't permanently prevent ensureConfigServers from working - Skip reinspectServer for config-source servers (source: 'config') in reinitMCPServer — they lack a CACHE/DB storage location; retry is handled by CONFIG_STUB_RETRY_MS in ensureConfigServers - Use source field instead of dbId for storageLocation derivation - Fix remaining hardcoded "App" in reset() leaderCheck message * fix: persist oauthHeaders in flow state for config-source OAuth servers The OAuth callback route has no JWT auth context and cannot resolve config-source server configs. Previously, getOAuthHeaders would silently return {} for config-source servers, dropping custom token exchange headers. Now oauthHeaders are persisted in MCPOAuthFlowMetadata during flow initiation (which has auth context), and the callback reads them from the stored flow state with a fallback to the registry lookup for YAML/user-DB servers. * fix: update tests for getMCPSetupData null guard removal and ToolService mock - MCP.spec.js: update test to expect graceful handling of null mcpConfig instead of a throw (getAllServerConfigs always returns an object) - MCP.js: add defensive || {} for Object.entries(mcpConfig) in case of null from test mocks - ToolService.spec.js: add missing mock for ~/server/services/MCP (resolveConfigServers) * fix: address review findings — DRY, naming, logging, dead code, defensive guards - #1: Simplify getAllServerConfigs to single getBaseServerConfigs call, eliminating redundant double-fetch of cacheConfigsRepo.getAll() - #2: Add warning log when oauthHeaders absent from OAuth callback flow state - #3: Extract resolveAllMcpConfigs to MCP.js service layer; controller imports shared helper instead of reimplementing - #4: Rename _serverConfig/_provider to capturedServerConfig/capturedProvider in createToolInstance — these are actively used, not unused - #5: Log rejected results from ensureConfigServers Promise.allSettled so cache errors are visible instead of silently dropped - #6: Remove dead 'MCP config not found' error handlers from routes - #7: Document circular-dependency reason for dynamic require in clearMcpConfigCache - #8: Remove logger.error from withTimeout to prevent double-logging timeouts - #10: Add explicit userId guard in ServerConfigsDB.upsert with clear error message - #12: Use spread instead of mutation in addServer for immutability consistency - Add upsert mock to ensureConfigServers.test.ts DB mock - Update route tests for resolveAllMcpConfigs import change * fix: restore correct merge priority, use immutable spread, fix test mock - getAllServerConfigs: { ...configServers, ...base } so userDB wins over configServers, matching documented "User DB (highest)" priority - lazyInitConfigServer: use immutable spread instead of direct mutation for parsedConfig.source, consistent with addServer fix - Fix test to mock getAllServerConfigs as {} instead of null, remove unnecessary || {} defensive guard in getMCPSetupData * fix: error handling, stable hashing, flatten nesting, remove dead param - Wrap resolveConfigServers/resolveAllMcpConfigs in try/catch with graceful {} fallback so transient DB/cache errors don't crash tool pipeline - Sort keys in configCacheKey JSON.stringify for deterministic hashing regardless of object property insertion order - Flatten clearMcpConfigCache from 3 nested try-catch to early returns; document that user connections are cleaned up lazily (accepted tradeoff) - Remove dead configServers param from getAppToolFunctions (never passed) - Add security rationale comment for source field in redactServerSecrets * fix: use recursive key-sorting replacer in configCacheKey to prevent cross-tenant cache collision The array replacer in JSON.stringify acts as a property allowlist at every nesting depth, silently dropping nested keys like headers['X-API-Key'], oauth.client_secret, etc. Two configs with different nested values but identical top-level structure produced the same hash, causing cross-tenant cache hits and potential credential contamination. Switch to a function replacer that recursively sorts keys at all depths without dropping any properties. Also document the known gap in getOAuthServers: config-source OAuth servers are not covered by auto-reconnection or uninstall cleanup because callers lack request context. * fix: move clearMcpConfigCache to packages/api to eliminate circular dependency The function only depends on MCPServersRegistry and MCPManager, both of which live in packages/api. Import it directly from @librechat/api in the CJS layer instead of using dynamic require('~/config'). * chore: imports/fields ordering * fix: address review findings — error handling, targeted lookup, test gaps - Narrow resolveAllMcpConfigs catch to only wrap ensureConfigServers so getAppConfig/getAllServerConfigs failures propagate instead of masking infrastructure errors as empty server lists. - Use targeted getServerConfig in getMCPServerById instead of fetching all server configs for a single-server lookup. - Forward configServers to inner createMCPTool calls so reconnect path works for config-source servers. - Update getAllServerConfigs JSDoc to document disjoint-key design. - Add OAuth callback oauthHeaders fallback tests (flow state present vs registry fallback). - Add resolveConfigServers/resolveAllMcpConfigs unit tests covering happy path and error propagation. * fix: add getOAuthReconnectionManager mock to OAuth callback tests * chore: imports ordering	2026-03-28 10:36:43 -04:00
Danny Avila	b5c097e5c7	⚗️ feat: Agent Context Compaction/Summarization (#12287) ... * chore: imports/types Add summarization config and package-level summarize handler contracts Register summarize handlers across server controller paths Port cursor dual-read/dual-write summary support and UI status handling Selectively merge cursor branch files for BaseClient summary content block detection (last-summary-wins), dual-write persistence, summary block unit tests, and on_summarize_status SSE event handling with started/completed/failed branches. Co-authored-by: Cursor <cursoragent@cursor.com> refactor: type safety feat: add localization for summarization status messages refactor: optimize summary block detection in BaseClient Updated the logic for identifying existing summary content blocks to use a reverse loop for improved efficiency. Added a new test case to ensure the last summary content block is updated correctly when multiple summary blocks exist. chore: add runName to chainOptions in AgentClient refactor: streamline summarization configuration and handler integration Removed the deprecated summarizeNotConfigured function and replaced it with a more flexible createSummarizeFn. Updated the summarization handler setup across various controllers to utilize the new function, enhancing error handling and configuration resolution. Improved overall code clarity and maintainability by consolidating summarization logic. feat(summarization): add staged chunk-and-merge fallback feat(usage): track summarization usage separately from messages feat(summarization): resolve prompt from config in runtime fix(endpoints): use @librechat/api provider config loader refactor(agents): import getProviderConfig from @librechat/api chore: code order feat(app-config): auto-enable summarization when configured feat: summarization config refactor(summarization): streamline persist summary handling and enhance configuration validation Removed the deprecated createDeferredPersistSummary function and integrated a new createPersistSummary function for MongoDB persistence. Updated summarization handlers across various controllers to utilize the new persistence method. Enhanced validation for summarization configuration to ensure provider, model, and prompt are properly set, improving error handling and overall robustness. refactor(summarization): update event handling and remove legacy summarize handlers Replaced the deprecated summarization handlers with new event-driven handlers for summarization start and completion across multiple controllers. This change enhances the clarity of the summarization process and improves the integration of summarization events in the application. Additionally, removed unused summarization functions and streamlined the configuration loading process. refactor(summarization): standardize event names in handlers Updated event names in the summarization handlers to use constants from GraphEvents for consistency and clarity. This change improves maintainability and reduces the risk of errors related to string literals in event handling. feat(summarization): enhance usage tracking for summarization events Added logic to track summarization usage in multiple controllers by checking the current node type. If the node indicates a summarization task, the usage type is set accordingly. This change improves the granularity of usage data collected during summarization processes. feat(summarization): integrate SummarizationConfig into AppSummarizationConfig type Enhanced the AppSummarizationConfig type by extending it with the SummarizationConfig type from librechat-data-provider. This change improves type safety and consistency in the summarization configuration structure. test: add end-to-end tests for summarization functionality Introduced a comprehensive suite of end-to-end tests for the summarization feature, covering the full LibreChat pipeline from message creation to summarization. This includes a new setup file for environment configuration and a Jest configuration specifically for E2E tests. The tests utilize real API keys and ensure proper integration with the summarization process, enhancing overall test coverage and reliability. refactor(summarization): include initial summary in formatAgentMessages output Updated the formatAgentMessages function to return an initial summary alongside messages and index token count map. This change is reflected in multiple controllers and the corresponding tests, enhancing the summarization process by providing additional context for each agent's response. refactor: move hydrateMissingIndexTokenCounts to tokenMap utility Extracted the hydrateMissingIndexTokenCounts function from the AgentClient and related tests into a new tokenMap utility file. This change improves code organization and reusability, allowing for better management of token counting logic across the application. refactor(summarization): standardize step event handling and improve summary rendering Refactored the step event handling in the useStepHandler and related components to utilize constants for event names, enhancing consistency and maintainability. Additionally, improved the rendering logic in the Summary component to conditionally display the summary text based on its availability, providing a better user experience during the summarization process. feat(summarization): introduce baseContextTokens and reserveTokensRatio for improved context management Added baseContextTokens to the InitializedAgent type to calculate the context budget based on agentMaxContextNum and maxOutputTokensNum. Implemented reserveTokensRatio in the createRun function to allow configurable context token management. Updated related tests to validate these changes and ensure proper functionality. feat(summarization): add minReserveTokens, context pruning, and overflow recovery configurations Introduced new configuration options for summarization, including minReserveTokens, context pruning settings, and overflow recovery parameters. Updated the createRun function to accommodate these new options and added a comprehensive test suite to validate their functionality and integration within the summarization process. feat(summarization): add updatePrompt and reserveTokensRatio to summarization configuration Introduced an updatePrompt field for updating existing summaries with new messages, enhancing the flexibility of the summarization process. Additionally, added reserveTokensRatio to the configuration schema, allowing for improved management of token allocation during summarization. Updated related tests to validate these new features. feat(logging): add on_agent_log event handler for structured logging Implemented an on_agent_log event handler in both the agents' callbacks and responses to facilitate structured logging of agent activities. This enhancement allows for better tracking and debugging of agent interactions by logging messages with associated metadata. Updated the summarization process to ensure proper handling of log events. fix: remove duplicate IBalanceUpdate interface declaration perf(usage): single-pass partition of collectedUsage Replace two Array.filter() passes with a single for-of loop that partitions message vs. summarization usages in one iteration. fix(BaseClient): shallow-copy message content before mutating and preserve string content Avoid mutating the original message.content array in-place when appending a summary block. Also convert string content to a text content part instead of silently discarding it. fix(ui): fix Part.tsx indentation and useStepHandler summarize-complete handling - Fix SUMMARY else-if branch indentation in Part.tsx to match chain level - Guard ON_SUMMARIZE_COMPLETE with didFinalize flag to avoid unnecessary re-renders when no summarizing parts exist - Protect against undefined completeData.summary instead of unsafe spread fix(agents): use strict enabled check for summarization handlers Change summarizationConfig?.enabled !== false to === true so handlers are not registered when summarizationConfig is undefined. chore: fix initializeClient JSDoc and move DEFAULT_RESERVE_RATIO to module scope refactor(Summary): align collapse/expand behavior with Reasoning component - Single render path instead of separate streaming vs completed branches - Use useMessageContext for isSubmitting/isLatestMessage awareness so the "Summarizing..." label only shows during active streaming - Default to collapsed (matching Reasoning), user toggles to expand - Add proper aria attributes (aria-hidden, role, aria-controls, contentId) - Hide copy button while actively streaming feat(summarization): default to self-summarize using agent's own provider/model When no summarization config is provided (neither in librechat.yaml nor on the agent), automatically enable summarization using the agent's own provider and model. The agents package already provides default prompts, so no prompt configuration is needed. Also removes the dead resolveSummarizationLLMConfig in summarize.ts (and its spec) — run.ts buildAgentContext is the single source of truth for summarization config resolution. Removes the duplicate RuntimeSummarizationConfig local type in favor of the canonical SummarizationConfig from data-provider. chore: schema and type cleanup for summarization - Add trigger field to summarizationAgentOverrideSchema so per-agent trigger overrides in librechat.yaml are not silently stripped by Zod - Remove unused SummarizationStatus type from runs.ts - Make AppSummarizationConfig.enabled non-optional to reflect the invariant that loadSummarizationConfig always sets it refactor(responses): extract duplicated on_agent_log handler refactor(run): use agents package types for summarization config Import SummarizationConfig, ContextPruningConfig, and OverflowRecoveryConfig from @librechat/agents and use them to type-check the translation layer in buildAgentContext. This ensures the config object passed to the agent graph matches what it expects. - Use `satisfies AgentSummarizationConfig` on the config object - Cast contextPruningConfig and overflowRecoveryConfig to agents types - Properly narrow trigger fields from DeepPartial to required shape feat(config): add maxToolResultChars to base endpoint schema Add maxToolResultChars to baseEndpointSchema so it can be configured on any endpoint in librechat.yaml. Resolved during agent initialization using getProviderConfig's endpoint resolution: custom endpoint config takes precedence, then the provider-specific endpoint config, then the shared `all` config. Passed through to the agents package ToolNode, which uses it to cap tool result length before it enters the context window. When not configured, the agents package computes a sensible default from maxContextTokens. fix(summarization): forward agent model_parameters in self-summarize default When no explicit summarization config exists, the self-summarize default now forwards the agent's model_parameters as the summarization parameters. This ensures provider-specific settings (e.g. Bedrock region, credentials, endpoint host) are available when the agents package constructs the summarization LLM. fix(agents): register summarization handlers by default Change the enabled gate from === true to !== false so handlers register when no explicit summarization config exists. This aligns with the self-summarize default where summarization is always on unless explicitly disabled via enabled: false. refactor(summarization): let agents package inherit clientOptions for self-summarize Remove model_parameters forwarding from the self-summarize default. The agents package now reuses the agent's own clientOptions when the summarization provider matches the agent's provider, inheriting all provider-specific settings (region, credentials, proxy, etc.) automatically. refactor(summarization): use MessageContentComplex[] for summary content Unify summary content to always use MessageContentComplex[] arrays, matching the pattern used by on_message_delta. No more string | array unions — content is always an array of typed blocks ({ type: 'text', text: '...' } for text, { type: 'reasoning_content', ... } for reasoning). Agents package: - SummaryContentBlock.content: MessageContentComplex[] (was string) - tokenCount now optional (not sent on deltas) - Removed reasoning field — reasoning is now a content block type - streamAndCollect normalizes all chunks to content block arrays - Delta events pass content blocks directly LibreChat: - SummaryContentPart.content: Agents.MessageContentComplex[] - Updated Part.tsx, Summary.tsx, useStepHandler.ts, BaseClient.js - Summary.tsx derives display text from content blocks via useMemo - Aggregator uses simple array spread refactor(summarization): enhance summary handling and text extraction - Updated BaseClient.js to improve summary text extraction, accommodating both legacy and new content formats. - Modified summarization logic to ensure consistent handling of summary content across different message formats. - Adjusted test cases in summarization.e2e.spec.js to utilize the new summary text extraction method. - Refined SSE useStepHandler to initialize summary content as an array. - Updated configuration schema by removing unused minReserveTokens field. - Cleaned up SummaryContentPart type by removing rangeHash property. These changes streamline the summarization process and ensure compatibility with various content structures. refactor(summarization): streamline usage tracking and logging - Removed direct checks for summarization nodes in ModelEndHandler and replaced them with a dedicated markSummarizationUsage function for better readability and maintainability. - Updated OpenAIChatCompletionController and responses handlers to utilize the new markSummarizationUsage function for setting usage types. - Enhanced logging functionality by ensuring the logger correctly handles different log levels. - Introduced a new useCopyToClipboard hook in the Summary component to encapsulate clipboard copy logic, improving code reusability and clarity. These changes improve the overall structure and efficiency of the summarization handling and logging processes. refactor(summarization): update summary content block documentation - Removed outdated comment regarding the last summary content block in BaseClient.js. - Added a new comment to clarify the purpose of the findSummaryContentBlock method, ensuring consistency in documentation. These changes enhance code clarity and maintainability by providing accurate descriptions of the summarization logic. refactor(summarization): update summary content structure in tests - Modified the summarization content structure in e2e tests to use an array format for text, aligning with recent changes in summary handling. - Updated test descriptions to clarify the behavior of context token calculations, ensuring consistency and clarity in the tests. These changes enhance the accuracy and maintainability of the summarization tests by reflecting the updated content structure. refactor(summarization): remove legacy E2E test setup and configuration - Deleted the e2e-setup.js and jest.e2e.config.js files, which contained legacy configurations for E2E tests using real API keys. - Introduced a new summarization.e2e.ts file that implements comprehensive E2E backend integration tests for the summarization process, utilizing real AI providers and tracking summaries throughout the run. These changes streamline the testing framework by consolidating E2E tests into a single, more robust file while removing outdated configurations. refactor(summarization): enhance E2E tests and error handling - Added a cleanup step to force exit after all tests to manage Redis connections. - Updated the summarization model to 'claude-haiku-4-5-20251001' for consistency across tests. - Improved error handling in the processStream function to capture and return processing errors. - Enhanced logging for cross-run tests and tight context scenarios to provide better insights into test execution. These changes improve the reliability and clarity of the E2E tests for the summarization process. refactor(summarization): enhance test coverage for maxContextTokens behavior - Updated run-summarization.test.ts to include a new test case ensuring that maxContextTokens does not exceed user-defined limits, even when calculated ratios suggest otherwise. - Modified summarization.e2e.ts to replace legacy UsageMetadata type with a more appropriate type for collectedUsage, improving type safety and clarity in the test setup. These changes improve the robustness of the summarization tests by validating context token constraints and refining type definitions. feat(summarization): add comprehensive E2E tests for summarization process - Introduced a new summarization.e2e.test.ts file that implements extensive end-to-end integration tests for the summarization pipeline, covering the full flow from LibreChat to agents. - The tests utilize real AI providers and include functionality to track summaries during and between runs. - Added necessary cleanup steps to manage Redis connections post-tests and ensure proper exit. These changes enhance the testing framework by providing robust coverage for the summarization process, ensuring reliability and performance under real-world conditions. fix(service): import logger from winston configuration - Removed the import statement for logger from '@librechat/data-schemas' and replaced it with an import from '~/config/winston'. - This change ensures that the logger is correctly sourced from the updated configuration, improving consistency in logging practices across the application. refactor(summary): simplify Summary component and enhance token display - Removed the unused `meta` prop from the `SummaryButton` component to streamline its interface. - Updated the token display logic to use a localized string for better internationalization support. - Adjusted the rendering of the `meta` information to improve its visibility within the `Summary` component. These changes enhance the clarity and usability of the Summary component while ensuring better localization practices. feat(summarization): add maxInputTokens configuration for summarization - Introduced a new `maxInputTokens` property in the summarization configuration schema to control the amount of conversation context sent to the summarizer, with a default value of 10000. - Updated the `createRun` function to utilize the new `maxInputTokens` setting, allowing for more flexible summarization based on agent context. These changes enhance the summarization capabilities by providing better control over input token limits, improving the overall summarization process. refactor(summarization): simplify maxInputTokens logic in createRun function - Updated the logic for the `maxInputTokens` property in the `createRun` function to directly use the agent's base context tokens when the resolved summarization configuration does not specify a value. - This change streamlines the configuration process and enhances clarity in how input token limits are determined for summarization. These modifications improve the maintainability of the summarization configuration by reducing complexity in the token calculation logic. feat(summary): enhance Summary component to display meta information - Updated the SummaryContent component to accept an optional `meta` prop, allowing for additional contextual information to be displayed above the main content. - Adjusted the rendering logic in the Summary component to utilize the new `meta` prop, improving the visibility of supplementary details. These changes enhance the user experience by providing more context within the Summary component, making it clearer and more informative. refactor(summarization): standardize reserveRatio configuration in summarization logic - Replaced instances of `reserveTokensRatio` with `reserveRatio` in the `createRun` function and related tests to unify the terminology across the codebase. - Updated the summarization configuration schema to reflect this change, ensuring consistency in how the reserve ratio is defined and utilized. - Removed the per-agent override logic for summarization configuration, simplifying the overall structure and enhancing clarity. These modifications improve the maintainability and readability of the summarization logic by standardizing the configuration parameters. * fix: circular dependency of `~/models` * chore: update logging scope in agent log handlers Changed log scope from `[agentus:${data.scope}]` to `[agents:${data.scope}]` in both the callbacks and responses controllers to ensure consistent logging format across the application. * feat: calibration ratio * refactor(tests): update summarizationConfig tests to reflect changes in enabled property Modified tests to check for the new `summarizationEnabled` property instead of the deprecated `enabled` field in the summarization configuration. This change ensures that the tests accurately validate the current configuration structure and behavior of the agents. * feat(tests): add markSummarizationUsage mock for improved test coverage Introduced a mock for the markSummarizationUsage function in the responses unit tests to enhance the testing of summarization usage tracking. This addition supports better validation of summarization-related functionalities and ensures comprehensive test coverage for the agents' response handling. * refactor(tests): simplify event handler setup in createResponse tests Removed redundant mock implementations for event handlers in the createResponse unit tests, streamlining the setup process. This change enhances test clarity and maintainability while ensuring that the tests continue to validate the correct behavior of usage tracking during on_chat_model_end events. * refactor(agents): move calibration ratio capture to finally block Reorganized the logic for capturing the calibration ratio in the AgentClient class to ensure it is executed in the finally block. This change guarantees that the ratio is captured even if the run is aborted, enhancing the reliability of the response message persistence. Removed redundant code and improved clarity in the handling of context metadata. * refactor(agents): streamline bulk write logic in recordCollectedUsage function Removed redundant bulk write operations and consolidated document handling in the recordCollectedUsage function. The logic now combines all documents into a single bulk write operation, improving efficiency and reducing error handling complexity. Updated logging to provide consistent error messages for bulk write failures. * refactor(agents): enhance summarization configuration resolution in createRun function Streamlined the summarization configuration logic by introducing a base configuration and allowing for overrides from agent-specific settings. This change improves clarity and maintainability, ensuring that the summarization configuration is consistently applied while retaining flexibility for customization. Updated the handling of summarization parameters to ensure proper integration with the agent's model and provider settings. * refactor(agents): remove unused tokenCountMap and streamline calibration ratio handling Eliminated the unused tokenCountMap variable from the AgentClient class to enhance code clarity. Additionally, streamlined the logic for capturing the calibration ratio by using optional chaining and a fallback value, ensuring that context metadata is consistently defined. This change improves maintainability and reduces potential confusion in the codebase. * refactor(agents): extract agent log handler for improved clarity and reusability Refactored the agent log handling logic by extracting it into a dedicated function, `agentLogHandler`, enhancing code clarity and reusability across different modules. Updated the event handlers in both the OpenAI and responses controllers to utilize the new handler, ensuring consistent logging behavior throughout the application. * test: add summarization event tests for useStepHandler Implemented a series of tests for the summarization events in the useStepHandler hook. The tests cover scenarios for ON_SUMMARIZE_START, ON_SUMMARIZE_DELTA, and ON_SUMMARIZE_COMPLETE events, ensuring proper handling of summarization logic, including message accumulation and finalization. This addition enhances test coverage and validates the correct behavior of the summarization process within the application. * refactor(config): update summarizationTriggerSchema to use enum for type validation Changed the type of the `type` field in the summarizationTriggerSchema from a string to an enum with a single value 'token_count'. This modification enhances type safety and ensures that only valid types are accepted in the configuration, improving overall clarity and maintainability of the schema. * test(usage): add bulk write tests for message and summarization usage Implemented tests for the bulk write functionality in the recordCollectedUsage function, covering scenarios for combined message and summarization usage, summarization-only usage, and message-only usage. These tests ensure correct document handling and token rollup calculations, enhancing test coverage and validating the behavior of the usage tracking logic. * refactor(Chat): enhance clipboard copy functionality and type definitions in Summary component Updated the Summary component to improve the clipboard copy functionality by handling clipboard permission errors. Refactored type definitions for SummaryProps to use a more specific type, enhancing type safety. Adjusted the SummaryButton and FloatingSummaryBar components to accept isCopied and onCopy props, promoting better separation of concerns and reusability. * chore(translations): remove unused "Expand Summary" key from English translations Deleted the "Expand Summary" key from the English translation file to streamline the localization resources and improve clarity in the user interface. This change helps maintain an organized and efficient translation structure. * refactor: adjust token counting for Claude model to account for API discrepancies Implemented a correction factor for token counting when using the Claude model, addressing discrepancies between Anthropic's API and local tokenizer results. This change ensures accurate token counts by applying a scaling factor, improving the reliability of token-related functionalities. * refactor(agents): implement token count adjustment for Claude model messages Added a method to adjust token counts for messages processed by the Claude model, applying a correction factor to align with API expectations. This enhancement improves the accuracy of token counting, ensuring reliable functionality when interacting with the Claude model. * refactor(agents): token counting for media content in messages Introduced a new method to estimate token costs for image and document blocks in messages, improving the accuracy of token counting. This enhancement ensures that media content is properly accounted for, particularly for the Claude model, by integrating additional token estimation logic for various content types. Updated the token counting function to utilize this new method, enhancing overall reliability and functionality. * chore: fix missing import * fix(agents): clamp baseContextTokens and document reserve ratio change Prevent negative baseContextTokens when maxOutputTokens exceeds the context window (misconfigured models). Document the 10%→5% default reserve ratio reduction introduced alongside summarization. * fix(agents): include media tokens in hydrated token counts Add estimateMediaTokensForMessage to createTokenCounter so the hydration path (used by hydrateMissingIndexTokenCounts) matches the precomputed path in AgentClient.getTokenCountForMessage. Without this, messages containing images or documents were systematically undercounted during hydration, risking context window overflow. Add 34 unit tests covering all block-type branches of estimateMediaTokensForMessage. * fix(agents): include summarization output tokens in usage return value The returned output_tokens from recordCollectedUsage now reflects all billed LLM calls (message + summarization). Previously, summarization completions were billed but excluded from the returned metadata, causing a discrepancy between what users were charged and what the response message reported. * fix(tests): replace process.exit with proper Redis cleanup in e2e test The summarization E2E test used process.exit(0) to work around a Redis connection opened at import time, which killed the Jest runner and bypassed teardown. Use ioredisClient.quit() and keyvRedisClient.disconnect() for graceful cleanup instead. * fix(tests): update getConvo imports in OpenAI and response tests Refactor test files to import getConvo from the main models module instead of the Conversation submodule. This change ensures consistency across tests and simplifies the import structure, enhancing maintainability. * fix(clients): improve summary text validation in BaseClient Refactor the summary extraction logic to ensure that only non-empty summary texts are considered valid. This change enhances the robustness of the message processing by utilizing a dedicated method for summary text retrieval, improving overall reliability. * fix(config): replace z.any() with explicit union in summarization schema Model parameters (temperature, top_p, etc.) are constrained to primitive types rather than the policy-violating z.any(). * refactor(agents): deduplicate CLAUDE_TOKEN_CORRECTION constant Export from the TS source in packages/api and import in the JS client, eliminating the static class property that could drift out of sync. * refactor(agents): eliminate duplicate selfProvider in buildAgentContext selfProvider and provider were derived from the same expression with different type casts. Consolidated to a single provider variable. * refactor(agents): extract shared SSE handlers and restrict log levels - buildSummarizationHandlers() factory replaces triplicated handler blocks across responses.js and openai.js - agentLogHandlerObj exported from callbacks.js for consistent reuse - agentLogHandler restricted to an allowlist of safe log levels (debug, info, warn, error) instead of accepting arbitrary strings * fix(SSE): batch summarize deltas, add exhaustiveness check, conditional error announcement - ON_SUMMARIZE_DELTA coalesces rapid-fire renders via requestAnimationFrame instead of calling setMessages per chunk - Exhaustive never-check on TStepEvent catches unhandled variants at compile time when new StepEvents are added - ON_SUMMARIZE_COMPLETE error announcement only fires when a summary part was actually present and removed * feat(agents): persist instruction overhead in contextMeta and seed across runs Extend contextMeta with instructionOverhead and toolCount so the provider-observed instruction overhead is persisted on the response message and seeded into the pruner on subsequent runs. This enables the pruner to use a calibrated budget from the first call instead of waiting for a provider observation, preventing the ratio collapse caused by local tokenizer overestimating tool schema tokens. The seeded overhead is only used when encoding and tool count match between runs, ensuring stale values from different configurations are discarded. * test(agents): enhance OpenAI test mocks for summarization handlers Updated the OpenAI test suite to include additional mock implementations for summarization handlers, including buildSummarizationHandlers, markSummarizationUsage, and agentLogHandlerObj. This improves test coverage and ensures consistent behavior during testing. * fix(agents): address review findings for summarization v2 Cancel rAF on unmount to prevent stale Recoil writes from dead component context. Clear orphaned summarizing:true parts when ON_SUMMARIZE_COMPLETE arrives without a summary payload. Add null guard and safe spread to agentLogHandler. Handle Anthropic-format base64 image/* documents in estimateMediaTokensForMessage. Use role="region" for expandable summary content. Add .describe() to contextMeta Zod fields. Extract duplicate usage loop into helper. * refactor: simplify contextMeta to calibrationRatio + encoding only Remove instructionOverhead and toolCount from cross-run persistence — instruction tokens change too frequently between runs (prompt edits, tool changes) for a persisted seed to be reliable. The intra-run calibration in the pruner still self-corrects via provider observations. contextMeta now stores only the tokenizer-bias ratio and encoding, which are stable across instruction changes. * test(SSE): enhance useStepHandler tests for ON_SUMMARIZE_COMPLETE behavior Updated the test for ON_SUMMARIZE_COMPLETE to clarify that it finalizes the existing part with summarizing set to false when the summary is undefined. Added assertions to verify the correct behavior of message updates and the state of summary parts. * refactor(BaseClient): remove handleContextStrategy and truncateToolCallOutputs functions Eliminated the handleContextStrategy method from BaseClient to streamline message handling. Also removed the truncateToolCallOutputs function from the prompts module, simplifying the codebase and improving maintainability. * refactor: add AGENT_DEBUG_LOGGING option and refactor token count handling in BaseClient Introduced AGENT_DEBUG_LOGGING to .env.example for enhanced debugging capabilities. Refactored token count handling in BaseClient by removing the handleTokenCountMap method and simplifying token count updates. Updated AgentClient to log detailed token count recalculations and adjustments, improving traceability during message processing. * chore: update dependencies in package-lock.json and package.json files Bumped versions of several dependencies, including @librechat/agents to ^3.1.62 and various AWS SDK packages to their latest versions. This ensures compatibility and incorporates the latest features and fixes. * chore: imports order * refactor: extract summarization config resolution from buildAgentContext * refactor: rename and simplify summarization configuration shaping function * refactor: replace AgentClient token counting methods with single-pass pure utility Extract getTokenCount() and getTokenCountForMessage() from AgentClient into countFormattedMessageTokens(), a pure function in packages/api that handles text, tool_call, image, and document content types in one loop. - Decompose estimateMediaTokensForMessage into block-level helpers (estimateImageDataTokens, estimateImageBlockTokens, estimateDocumentBlockTokens) shared by both estimateMediaTokensForMessage and the new single-pass function - Remove redundant per-call getEncoding() resolution (closure captures once) - Remove deprecated gpt-3.5-turbo-0301 model branching - Drop this.getTokenCount guard from BaseClient.sendMessage * refactor: streamline token counting in createTokenCounter function Simplified the createTokenCounter function by removing the media token estimation and directly calculating the token count. This change enhances clarity and performance by consolidating the token counting logic into a single pass, while maintaining compatibility with Claude's token correction. * refactor: simplify summarization configuration types Removed the AppSummarizationConfig type and directly used SummarizationConfig in the AppConfig interface. This change streamlines the type definitions and enhances consistency across the codebase. * chore: import order * fix: summarization event handling in useStepHandler - Cancel pending summarizeDeltaRaf in clearStepMaps to prevent stale frames firing after map reset or component unmount - Move announcePolite('summarize_completed') inside the didFinalize guard so screen readers only announce when finalization actually occurs - Remove dead cleanup closure returned from stepHandler useCallback body that was never invoked by any caller * fix: estimate tokens for non-PDF/non-image base64 document blocks Previously estimateDocumentBlockTokens returned 0 for unrecognized MIME types (e.g. text/plain, application/json), silently underestimating context budget. Fall back to character-based heuristic or countTokens. * refactor: return cloned usage from markSummarizationUsage Avoid mutating LangChain's internal usage_metadata object by returning a shallow clone with the usage_type tag. Update all call sites in callbacks, openai, and responses controllers to use the returned value. * refactor: consolidate debug logging loops in buildMessages Merge the two sequential O(n) debug-logging passes over orderedMessages into a single pass inside the map callback where all data is available. * refactor: narrow SummaryContentPart.content type Replace broad Agents.MessageContentComplex[] with the specific Array<{ type: ContentTypes.TEXT; text: string }> that all producers and consumers already use, improving compile-time safety. * refactor: use single output array in recordCollectedUsage Have processUsageGroup append to a shared array instead of returning separate arrays that are spread into a third, reducing allocations. * refactor: use for...in in hydrateMissingIndexTokenCounts Replace Object.entries with for...in to avoid allocating an intermediate tuple array during token map hydration.	2026-03-21 14:28:56 -04:00
Danny Avila	8ba2bde5c1	📦 refactor: Consolidate DB models, encapsulating Mongoose usage in data-schemas (#11830) ... * chore: move database model methods to /packages/data-schemas * chore: add TypeScript ESLint rule to warn on unused variables * refactor: model imports to streamline access - Consolidated model imports across various files to improve code organization and reduce redundancy. - Updated imports for models such as Assistant, Message, Conversation, and others to a unified import path. - Adjusted middleware and service files to reflect the new import structure, ensuring functionality remains intact. - Enhanced test files to align with the new import paths, maintaining test coverage and integrity. * chore: migrate database models to packages/data-schemas and refactor all direct Mongoose Model usage outside of data-schemas * test: update agent model mocks in unit tests - Added `getAgent` mock to `client.test.js` to enhance test coverage for agent-related functionality. - Removed redundant `getAgent` and `getAgents` mocks from `openai.spec.js` and `responses.unit.spec.js` to streamline test setup and reduce duplication. - Ensured consistency in agent mock implementations across test files. * fix: update types in data-schemas * refactor: enhance type definitions in transaction and spending methods - Updated type definitions in `checkBalance.ts` to use specific request and response types. - Refined `spendTokens.ts` to utilize a new `SpendTxData` interface for better clarity and type safety. - Improved transaction handling in `transaction.ts` by introducing `TransactionResult` and `TxData` interfaces, ensuring consistent data structures across methods. - Adjusted unit tests in `transaction.spec.ts` to accommodate new type definitions and enhance robustness. * refactor: streamline model imports and enhance code organization - Consolidated model imports across various controllers and services to a unified import path, improving code clarity and reducing redundancy. - Updated multiple files to reflect the new import structure, ensuring all functionalities remain intact. - Enhanced overall code organization by removing duplicate import statements and optimizing the usage of model methods. * feat: implement loadAddedAgent and refactor agent loading logic - Introduced `loadAddedAgent` function to handle loading agents from added conversations, supporting multi-convo parallel execution. - Created a new `load.ts` file to encapsulate agent loading functionalities, including `loadEphemeralAgent` and `loadAgent`. - Updated the `index.ts` file to export the new `load` module instead of the deprecated `loadAgent`. - Enhanced type definitions and improved error handling in the agent loading process. - Adjusted unit tests to reflect changes in the agent loading structure and ensure comprehensive coverage. * refactor: enhance balance handling with new update interface - Introduced `IBalanceUpdate` interface to streamline balance update operations across the codebase. - Updated `upsertBalanceFields` method signatures in `balance.ts`, `transaction.ts`, and related tests to utilize the new interface for improved type safety. - Adjusted type imports in `balance.spec.ts` to include `IBalanceUpdate`, ensuring consistency in balance management functionalities. - Enhanced overall code clarity and maintainability by refining type definitions related to balance operations. * feat: add unit tests for loadAgent functionality and enhance agent loading logic - Introduced comprehensive unit tests for the `loadAgent` function, covering various scenarios including null and empty agent IDs, loading of ephemeral agents, and permission checks. - Enhanced the `initializeClient` function by moving `getConvoFiles` to the correct position in the database method exports, ensuring proper functionality. - Improved test coverage for agent loading, including handling of non-existent agents and user permissions. * chore: reorder memory method exports for consistency - Moved `deleteAllUserMemories` to the correct position in the exported memory methods, ensuring a consistent and logical order of method exports in `memory.ts`.	2026-03-21 14:28:53 -04:00
Danny Avila	8b159079f5	🪙 feat: Add messageId to Transactions (#11987) ... * feat: Add messageId to transactions * chore: field order * feat: Enhance token usage tracking by adding messageId parameter - Updated `recordTokenUsage` method in BaseClient to accept a new `messageId` parameter for improved tracking. - Propagated `messageId` in the AgentClient when recording usage. - Added tests to ensure `messageId` is correctly passed and handled in various scenarios, including propagation across multiple usage entries. * chore: Correct field order in createGeminiImageTool function - Moved the conversationId field to the correct position in the object being passed to the recordTokenUsage method, ensuring proper parameter alignment for improved functionality. * refactor: Update OpenAIChatCompletionController and createResponse to use responseId instead of requestId - Replaced instances of requestId with responseId in the OpenAIChatCompletionController for improved clarity in logging and tracking. - Updated createResponse to include responseId in the requestBody, ensuring consistency across the handling of message identifiers. * test: Add messageId to agent client tests - Included messageId in the agent client tests to ensure proper handling and propagation of message identifiers during transaction recording. - This update enhances the test coverage for scenarios involving messageId, aligning with recent changes in the tracking of message identifiers. * fix: Update OpenAIChatCompletionController to use requestId for context - Changed the context object in OpenAIChatCompletionController to use `requestId` instead of `responseId` for improved clarity and consistency in handling request identifiers. * chore: field order	2026-02-27 23:50:13 -05:00
Danny Avila	0b4deac953	🧩 fix: Missing Memory Agent Assignment for Matching IDs (#11514) ... * fix: `useMemory` in AgentClient for PrelimAgent Assignment * Updated the useMemory method in AgentClient to handle prelimAgent assignment based on memory configuration. * Added logic to return early if prelimAgent is undefined, improving flow control. * Introduced comprehensive unit tests to validate behavior for various memory configurations, including scenarios for matching and differing agent IDs, as well as handling of ephemeral agents. * Mocked necessary dependencies in tests to ensure isolation and reliability of the new functionality. * fix: Update temperature handling for Bedrock and Anthropic providers in memory management * fix: Replace hardcoded provider strings with constants in memory agent tests * fix: Replace hardcoded provider string with constant in allowedProviders for AgentClient * fix: memory agent tests to use actual Providers and GraphEvents constants	2026-01-25 12:08:52 -05:00
Danny Avila	cfd5c793a9	🧑‍🏫 fix: Multi-Agent Instructions Handling (#11484) ... * 🧑‍🏫 fix: Multi-Agent Instructions Handling * Refactored AgentClient to streamline the process of building messages by applying shared run context and agent-specific instructions. * Introduced new utility functions in context.ts for extracting MCP server names, fetching MCP instructions, and building combined agent instructions. * Updated the Agent type to make instructions optional, allowing for more flexible agent configurations. * Improved the handling of context application to agents, ensuring that all relevant information is correctly integrated before execution. * chore: Update EphemeralAgent Type in Context * Enhanced the context.ts file by importing the TEphemeralAgent type from librechat-data-provider. * Updated the applyContextToAgent function to use TEphemeralAgent for the ephemeralAgent parameter, improving type safety and clarity in agent context handling. * ci: Update Agent Instructions in Tests for Clarity * Revised test assertions in AgentClient to clarify the source of agent instructions, ensuring they are explicitly referenced as coming from agent configuration rather than build options. * Updated comments in tests to enhance understanding of the expected behavior regarding base agent instructions and their handling in various scenarios. * ci: Unit Tests for Agent Context Utilities * Introduced comprehensive unit tests for agent context utilities, including functions for extracting MCP servers, fetching MCP instructions, and building agent instructions. * Enhanced test coverage to ensure correct behavior across various scenarios, including handling of empty tools, mixed tool types, and error cases. * Improved type definitions for AgentWithTools to clarify the structure and requirements for agent context operations.	2026-01-22 19:36:06 -05:00
Danny Avila	36c5a88c4e	💰 fix: Multi-Agent Token Spending & Prevent Double-Spend (#11433) ... * fix: Token Spending Logic for Multi-Agents on Abort Scenarios * Implemented logic to skip token spending if a conversation is aborted, preventing double-spending. * Introduced `spendCollectedUsage` function to handle token spending for multiple models during aborts, ensuring accurate accounting for parallel agents. * Updated `GenerationJobManager` to store and retrieve collected usage data for improved abort handling. * Added comprehensive tests for the new functionality, covering various scenarios including cache token handling and parallel agent usage. * fix: Memory Context Handling for Multi-Agents * Refactored `buildMessages` method to pass memory context to parallel agents, ensuring they share the same user context. * Improved handling of memory context when no existing instructions are present for parallel agents. * Added comprehensive tests to verify memory context propagation and behavior under various scenarios, including cases with no memory available and empty agent configurations. * Enhanced logging for better traceability of memory context additions to agents. * chore: Memory Context Documentation for Parallel Agents * Updated documentation in the `AgentClient` class to clarify the in-place mutation of agentConfig objects when passing memory context to parallel agents. * Added notes on the implications of mutating objects directly to ensure all parallel agents receive the correct memory context before execution. * chore: UsageMetadata Interface docs for Token Spending * Expanded the UsageMetadata interface to support both OpenAI and Anthropic cache token formats. * Added detailed documentation for cache token properties, including mutually exclusive fields for different model types. * Improved clarity on how to access cache token details for accurate token spending tracking. * fix: Enhance Token Spending Logic in Abort Middleware * Refactored `spendCollectedUsage` function to utilize Promise.all for concurrent token spending, improving performance and ensuring all operations complete before clearing the collectedUsage array. * Added documentation to clarify the importance of clearing the collectedUsage array to prevent double-spending in abort scenarios. * Updated tests to verify the correct behavior of the spending logic and the clearing of the array after spending operations.	2026-01-20 14:43:19 -05:00
Scott Finlay	083251508e	⏭️ fix: Skip Title Generation for Temporary Chats (#11282) ... * Not generating titles for temporary chats * Minor linter fix to prettify debug line * Adding a test for skipping title generation for temporary chats	2026-01-09 14:34:30 -05:00
Danny Avila	e452c1a8d9	🔀 refactor: Conditional Mapping Support for Multi-Convo (Parallel) Messages (#11180) ... * refactor: message handling with addedConvo support - Introduced `addedConvo` property in message schema to track conversation additions. - Updated `BaseClient` to conditionally include `addedConvo` in saved messages based on request body. - Enhanced `AgentClient` to apply mapping logic for messages with the `addedConvo` flag, improving message processing. - Updated documentation to reflect new optional `mapCondition` parameter for message mapping functions, enhancing flexibility in message handling. * test: Add comprehensive tests for getMessagesForConversation method - Introduced a suite of tests for the `getMessagesForConversation` method in the `AgentClient` to validate mapping logic based on `mapMethod` and `mapCondition`. - Covered various scenarios including applying mapping to all messages, conditional mapping based on `addedConvo`, handling of empty messages, and preserving message order. - Ensured robust handling of edge cases such as null `mapMethod` and undefined `mapCondition`, enhancing overall test coverage and reliability of message processing.	2026-01-02 19:42:54 -05:00
Danny Avila	6522789f5b	🤖 feat: GPT-5.1 (#10491)	2025-11-14 12:28:20 -05:00
Danny Avila	cabc8afeac	🔧 fix: Await MCP Instructions and Filter Malformed Tool Calls (#10485) ... * fix: Await MCP instructions formatting in AgentClient * fix: don't render or aggregate malformed tool calls * fix: implement filter for malformed tool call content parts and add tests	2025-11-13 14:17:47 -05:00
poornapragnyah	05c706137e	✂️ fix: Trim Reasoning Tags from Titles and Delete Button Visibility (#10285) ... * fix: Sanitize LLM titles by stripping <think> tags and fix modal overflow * chore: linting * chore: Simplify title sanitization by removing unnecessary variable assignment and import order --------- Co-authored-by: Danny Avila <danny@librechat.ai>	2025-10-29 12:48:58 -04:00
Danny Avila	f9aebeba92	🛡️ fix: Title Generation Skip Logic Based On Endpoint Config (#9811)	2025-09-24 10:21:19 -04:00
Sebastien Bruel	e95e0052da	🗄️ feat: Allow Skipping Transactions When Balance is Disabled (#9419) ... * Disable transaction creation when balance is disabled * Add configuration to disable transactions creation * chore: remove comments --------- Co-authored-by: Danny Avila <danacordially@gmail.com>	2025-09-05 11:21:02 -04:00
Danny Avila	9a210971f5	🛜 refactor: Streamline App Config Usage (#9234) ... * WIP: app.locals refactoring WIP: appConfig fix: update memory configuration retrieval to use getAppConfig based on user role fix: update comment for AppConfig interface to clarify purpose 🏷️ refactor: Update tests to use getAppConfig for endpoint configurations ci: Update AppService tests to initialize app config instead of app.locals ci: Integrate getAppConfig into remaining tests refactor: Update multer storage destination to use promise-based getAppConfig and improve error handling in tests refactor: Rename initializeAppConfig to setAppConfig and update related tests ci: Mock getAppConfig in various tests to provide default configurations refactor: Update convertMCPToolsToPlugins to use mcpManager for server configuration and adjust related tests chore: rename `Config/getAppConfig` -> `Config/app` fix: streamline OpenAI image tools configuration by removing direct appConfig dependency and using function parameters chore: correct parameter documentation for imageOutputType in ToolService.js refactor: remove `getCustomConfig` dependency in config route refactor: update domain validation to use appConfig for allowed domains refactor: use appConfig registration property chore: remove app parameter from AppService invocation refactor: update AppConfig interface to correct registration and turnstile configurations refactor: remove getCustomConfig dependency and use getAppConfig in PluginController, multer, and MCP services refactor: replace getCustomConfig with getAppConfig in STTService, TTSService, and related files refactor: replace getCustomConfig with getAppConfig in Conversation and Message models, update tempChatRetention functions to use AppConfig type refactor: update getAppConfig calls in Conversation and Message models to include user role for temporary chat expiration ci: update related tests refactor: update getAppConfig call in getCustomConfigSpeech to include user role fix: update appConfig usage to access allowedDomains from actions instead of registration refactor: enhance AppConfig to include fileStrategies and update related file strategy logic refactor: update imports to use normalizeEndpointName from @librechat/api and remove redundant definitions chore: remove deprecated unused RunManager refactor: get balance config primarily from appConfig refactor: remove customConfig dependency for appConfig and streamline loadConfigModels logic refactor: remove getCustomConfig usage and use app config in file citations refactor: consolidate endpoint loading logic into loadEndpoints function refactor: update appConfig access to use endpoints structure across various services refactor: implement custom endpoints configuration and streamline endpoint loading logic refactor: update getAppConfig call to include user role parameter refactor: streamline endpoint configuration and enhance appConfig usage across services refactor: replace getMCPAuthMap with getUserMCPAuthMap and remove unused getCustomConfig file refactor: add type annotation for loadedEndpoints in loadEndpoints function refactor: move /services/Files/images/parse to TS API chore: add missing FILE_CITATIONS permission to IRole interface refactor: restructure toolkits to TS API refactor: separate manifest logic into its own module refactor: consolidate tool loading logic into a new tools module for startup logic refactor: move interface config logic to TS API refactor: migrate checkEmailConfig to TypeScript and update imports refactor: add FunctionTool interface and availableTools to AppConfig refactor: decouple caching and DB operations from AppService, make part of consolidated `getAppConfig` WIP: fix tests * fix: rebase conflicts * refactor: remove app.locals references * refactor: replace getBalanceConfig with getAppConfig in various strategies and middleware * refactor: replace appConfig?.balance with getBalanceConfig in various controllers and clients * test: add balance configuration to titleConvo method in AgentClient tests * chore: remove unused `openai-chat-tokens` package * chore: remove unused imports in initializeMCPs.js * refactor: update balance configuration to use getAppConfig instead of getBalanceConfig * refactor: integrate configMiddleware for centralized configuration handling * refactor: optimize email domain validation by removing unnecessary async calls * refactor: simplify multer storage configuration by removing async calls * refactor: reorder imports for better readability in user.js * refactor: replace getAppConfig calls with req.config for improved performance * chore: replace getAppConfig calls with req.config in tests for centralized configuration handling * chore: remove unused override config * refactor: add configMiddleware to endpoint route and replace getAppConfig with req.config * chore: remove customConfig parameter from TTSService constructor * refactor: pass appConfig from request to processFileCitations for improved configuration handling * refactor: remove configMiddleware from endpoint route and retrieve appConfig directly in getEndpointsConfig if not in `req.config` * test: add mockAppConfig to processFileCitations tests for improved configuration handling * fix: pass req.config to hasCustomUserVars and call without await after synchronous refactor * fix: type safety in useExportConversation * refactor: retrieve appConfig using getAppConfig in PluginController and remove configMiddleware from plugins route, to avoid always retrieving when plugins are cached * chore: change `MongoUser` typedef to `IUser` * fix: Add `user` and `config` fields to ServerRequest and update JSDoc type annotations from Express.Request to ServerRequest * fix: remove unused setAppConfig mock from Server configuration tests	2025-08-26 12:10:18 -04:00
Dustin Healy	21e00168b1	🪙 fix: Max Output Tokens Refactor for Responses API (#8972) ... 🪙 fix: Max Output Tokens Refactor for Responses API (#8972) chore: Remove `max_output_tokens` from model kwargs in `titleConvo` if provided	2025-08-10 14:08:35 -04:00
Danny Avila	7147bce3c3	✨ feat: Add OpenAI Verbosity Parameter (#8929) ... * WIP: Verbosity OpenAI Parameter * 🔧 chore: remove unused import of extractEnvVariable from parsers.ts * ✨ feat: add comprehensive tests for getOpenAIConfig and enhance verbosity handling * fix: Handling for maxTokens in GPT-5+ models and add corresponding tests * feat: Implement GPT-5+ model handling in processMemory function	2025-08-07 20:49:40 -04:00
Danny Avila	6fc9abd4ad	✂️ fix: Remove Image Payloads from Memory Processing (#8770)	2025-07-30 15:54:33 -04:00
Danny Avila	14660d75ae	🆕 feat: Enhanced Title Generation Config Options (#8580) ... * 🏗️ refactor: Extract reasoning key logic into separate function * refactor: Ensure `overrideProvider` is always defined in `getProviderConfig` result, and only used in `initializeAgent` if different from `agent.provider` * feat: new title configuration options across services - titlePrompt - titleEndpoint - titlePromptTemplate - new "completion" titleMethod (new default) * chore: update @librechat/agents and conform openai version to prevent SDK errors * chore: add form-data package as a dependency and override to v4.0.4 to address CVE-2025-7783 * feat: add support for 'all' endpoint configuration in AppService and corresponding tests * refactor: replace HttpsProxyAgent with ProxyAgent from undici for improved proxy handling in assistant initialization * chore: update frontend review workflow to limit package paths to data-provider * chore: update backend review workflow to include all package paths	2025-07-21 17:37:37 -04:00