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deer-flow/backend/docs/IM_CHANNEL_CONNECTIONS.md
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DanielWalnut aa015462a7 feat(im): Add user-owned IM channel connections (#3487)
* Add user-owned IM channel connections

* Fix dev startup and channel connect popup

* Use async channel connect flow

* Harden dev service daemon startup

* Support local IM channel connections

* Align IM connections with local channels

* Fix safe user id digest algorithm

* Address Copilot IM channel feedback

* Address IM channel review comments

* Support all integrated IM channel connections

* Format additional channel connection tests

* Keep unavailable channel connect buttons clickable

* Fix IM channel provider icons

* Add runtime setup for enabled IM channels

* Guard global shortcut key handling

* Keep configured IM channels editable

* Avoid password autofill for channel secrets

* Make channel threads visible to connection owners

* Persist IM runtime config locally

* Allow disconnecting runtime IM channels

* Route no-auth channel sessions to local user

* Use default user for auth-disabled local mode

* Show IM channel source on threads

* Prefill IM channel runtime config

* Reflect IM channel runtime health

* Ignore Feishu message read events

* Ignore Feishu non-content message events

* Let setup wizard enable IM channels

* Fix frontend formatting after merge

* Stabilize backend tests without local config

* Isolate channel runtime config tests

* Address channel connection review comments

* Use sha256 user buckets with legacy migration

* Ensure runtime IM channels are ready after restart

* Persist disconnected IM channel state

* Address channel connection review comments

* Address channel connection review findings

Frontend connect flow:
- Open the runtime-config dialog only when a provider still needs
  credentials; configured providers go straight to the connect flow, so
  the binding-code/deep-link path is reachable from the UI again.
- After saving credentials, continue into the connect flow when a user
  binding is still required (multi-user mode) instead of stopping at a
  "Connected" toast.
- Extract shared provider-state helpers to core/channels/provider-state
  and add unit + e2e coverage for the direct-connect and
  configure-then-connect paths.

Provider status semantics:
- Report connection_status from the user's newest connection row;
  with no binding it is not_connected, except in auth-disabled local
  mode where a configured running channel is effectively connected.

Concurrency and event-loop correctness:
- Offload ChannelRuntimeConfigStore construction and writes, channel
  service construction, and Slack connection replies to threads; add a
  tests/blocking_io/ anchor for the runtime-config handlers.
- Consume binding codes with a conditional UPDATE so a code can only be
  used once under concurrent workers; retry upsert_connection as an
  update when a concurrent insert wins the unique constraint.
- Serialize ensure_channel_ready per channel so concurrent provider
  polls cannot double-start a channel worker.

Config and migration hardening:
- Stop mutating the get_app_config()-cached Telegram provider config;
  the runtime store now owns the UI-entered bot username.
- Register channel_connections in STARTUP_ONLY_FIELDS with the
  standardized startup-only Field description.
- Match the legacy unsafe-id bucket by recomputing its exact SHA-1 name
  so another user's same-prefix bucket can never be migrated.
- Remove the unused Telegram process_webhook_update path and document
  src/core/channels in the frontend docs.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Address PR review comments on authz scoping and channel runtime

Security (review feedback from ShenAC-SAC):
- Scope internal-token callers to the connection owner carried in
  X-DeerFlow-Owner-User-Id instead of bypassing owner checks outright,
  in both require_permission(owner_check=True) and the stateless run
  endpoints. Internal callers keep access to their own and
  shared/legacy threads, and may claim a default-owned channel thread
  for its real owner, but a leaked internal token no longer grants
  cross-user thread access.
- Require admin privileges for POST/DELETE /api/channels/{provider}/
  runtime-config: runtime credentials and channel workers are
  instance-wide shared state (same model as the MCP config API).
  Read-only provider listing stays available to all users.

Performance (review feedback from willem-bd):
- Skip the redundant thread channel-metadata PATCH after the first
  successful backfill per thread.
- Reuse the per-connection Slack WebClient until its token changes
  instead of constructing one per outbound message.
- Reconcile channel readiness for all providers concurrently in
  GET /api/channels/providers.

Also resolve the code-quality unused-import flag in the blocking-io
anchor by pre-importing the channel service via importlib.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Fix prettier formatting in provider-state test

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Reconcile UI runtime channel config with config reload on restart

Main now reloads a channel's config.yaml entry on restart_channel()
(#3514, issue #3497). Adapt the user-owned connection flow to coexist:

- configure_channel() restarts with reload_config=False — the caller
  just supplied the authoritative config (browser-entered credentials
  that are never written to config.yaml), so a file reload must not
  clobber it with the stale on-disk entry.
- _load_channel_config() re-applies the UI runtime-store overlay used
  at startup, so an operator-triggered restart keeps browser-entered
  credentials for channels without a config.yaml entry and does not
  resurrect a channel disconnected from the UI.
- Offload the reload's disk IO (config.yaml + runtime store) with
  asyncio.to_thread, matching the blocking-IO policy on this branch.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-12 15:24:58 +08:00

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Markdown

# IM Channel Connections
DeerFlow supports user-owned IM channel bindings for Telegram, Slack, Discord, Feishu/Lark, DingTalk, WeChat, and WeCom. The feature reuses the existing `channels.*` runtime configuration, so it works in local and private deployments with the same outbound transports already supported by DeerFlow.
No public IP, OAuth callback URL, or provider webhook is required in this implementation.
## Configuration
Configure the actual IM bots under the existing `channels` block:
```yaml
channels:
telegram:
enabled: true
bot_token: $TELEGRAM_BOT_TOKEN
slack:
enabled: true
bot_token: $SLACK_BOT_TOKEN
app_token: $SLACK_APP_TOKEN
discord:
enabled: true
bot_token: $DISCORD_BOT_TOKEN
feishu:
enabled: true
app_id: $FEISHU_APP_ID
app_secret: $FEISHU_APP_SECRET
dingtalk:
enabled: true
client_id: $DINGTALK_CLIENT_ID
client_secret: $DINGTALK_CLIENT_SECRET
wechat:
enabled: true
bot_token: $WECHAT_BOT_TOKEN
wecom:
enabled: true
bot_id: $WECOM_BOT_ID
bot_secret: $WECOM_BOT_SECRET
```
Then enable user bindings in `channel_connections`:
```yaml
channel_connections:
enabled: true
telegram:
enabled: true
bot_username: $TELEGRAM_BOT_USERNAME
slack:
enabled: true
discord:
enabled: true
feishu:
enabled: true
dingtalk:
enabled: true
wechat:
enabled: true
wecom:
enabled: true
```
`channel_connections` does not duplicate provider secrets. It only controls the browser-facing connect UI and stores per-user binding records. Telegram needs `bot_username` only so the frontend can open a deep link.
## Connect Flow
Telegram:
- The frontend creates a short one-time code.
- The Connect button opens `https://t.me/<bot_username>?start=<code>`.
- The existing Telegram long-polling worker receives `/start <code>` and binds that Telegram chat/user to the current DeerFlow user.
Slack:
- The frontend creates a short one-time code.
- The UI shows `Send /connect <code> to the DeerFlow Slack bot.`
- The existing Slack Socket Mode worker receives the message and binds the Slack user/team to the current DeerFlow user.
Discord:
- The frontend creates a short one-time code.
- The UI shows `Send /connect <code> to the DeerFlow Discord bot.`
- The existing Discord Gateway worker receives the message and binds the Discord user/guild to the current DeerFlow user.
Feishu/Lark, DingTalk, WeChat, and WeCom:
- The frontend creates a short one-time code.
- The UI shows `Send /connect <code> to the DeerFlow <Provider> bot.`
- The already-running long-connection or polling worker receives the message and binds the platform user/workspace identity to the current DeerFlow user.
Codes use 128 bits of randomness, expire after 10 minutes, and are single-use.
## Runtime Model
Connection records live in SQL tables under `deerflow.persistence.channel_connections`:
- `channel_connections`: owner user, provider identity, workspace/guild/team, status, metadata.
- `channel_oauth_states`: one-time connect codes and Telegram deep-link state.
- `channel_conversations`: connection-scoped IM conversation to DeerFlow thread mapping.
- `channel_credentials`: reserved for future provider-token flows, not used by the local/private binding flow.
Incoming messages that resolve to a connection carry `connection_id`, `owner_user_id`, and `workspace_id`. `ChannelManager` uses `owner_user_id` as the DeerFlow run user id and preserves the raw platform user id as `channel_user_id`.
## Security Notes
- Browser APIs remain authenticated and CSRF-protected.
- Connect codes are 128-bit random, short-lived, and single-use.
- Provider bot tokens remain in `channels.*` and are never returned to the browser.
- Stored per-connection credentials are encrypted. If stored credential material cannot be decrypted, DeerFlow treats it as unavailable instead of using corrupt secrets.
- This implementation does not add public provider callback or webhook routes.