Commit Graph

34 Commits

Author SHA1 Message Date
jif-oai
db66d827be feat: add slug in name (#11739) 2026-02-13 15:24:03 +00:00
jif-oai
e00080cea3 feat: memories config (#11731) 2026-02-13 14:18:15 +00:00
jif-oai
36541876f4 chore: streamline phase 2 (#11712) 2026-02-13 13:21:11 +00:00
jif-oai
e5e40e2d4b feat: add token usage on memories (#11618)
Add aggregated token usage metrics on phase 1 of memories
2026-02-13 09:31:20 +00:00
Michael Bolin
a4cc1a4a85 feat: introduce Permissions (#11633)
## Why
We currently carry multiple permission-related concepts directly on
`Config` for shell/unified-exec behavior (`approval_policy`,
`sandbox_policy`, `network`, `shell_environment_policy`,
`windows_sandbox_mode`).

Consolidating these into one in-memory struct makes permission handling
easier to reason about and sets up the next step: supporting named
permission profiles (`[permissions.PROFILE_NAME]`) without changing
behavior now.

This change is mostly mechanical: it updates existing callsites to go
through `config.permissions`, but it does not yet refactor those
callsites to take a single `Permissions` value in places where multiple
permission fields are still threaded separately.

This PR intentionally **does not** change the on-disk `config.toml`
format yet and keeps compatibility with legacy config keys.

## What Changed
- Introduced `Permissions` in `core/src/config/mod.rs`.
- Added `Config::permissions` and moved effective runtime permission
fields under it:
  - `approval_policy`
  - `sandbox_policy`
  - `network`
  - `shell_environment_policy`
  - `windows_sandbox_mode`
- Updated config loading/building so these effective values are still
derived from the same existing config inputs and constraints.
- Updated Windows sandbox helpers/resolution to read/write via
`permissions`.
- Threaded the new field through all permission consumers across core
runtime, app-server, CLI/exec, TUI, and sandbox summary code.
- Updated affected tests to reference `config.permissions.*`.
- Renamed the struct/field from
`EffectivePermissions`/`effective_permissions` to
`Permissions`/`permissions` and aligned variable naming accordingly.

## Verification
- `just fix -p codex-core -p codex-tui -p codex-cli -p codex-app-server
-p codex-exec -p codex-utils-sandbox-summary`
- `cargo build -p codex-core -p codex-tui -p codex-cli -p
codex-app-server -p codex-exec -p codex-utils-sandbox-summary`
2026-02-12 14:42:54 -08:00
jif-oai
b3674dcce0 chore: reduce concurrency of memories (#11614) 2026-02-12 17:55:21 +00:00
Wendy Jiao
88c5ca2573 Add cwd to memory files (#11591)
Add cwd to memory files so that model can deal with multi cwd memory
better.

---------

Co-authored-by: jif-oai <jif@openai.com>
2026-02-12 17:46:49 +00:00
jif-oai
f741fad5c0 chore: drop and clean from phase 1 (#11605)
This PR is mostly cleaning and simplifying phase 1 of memories
2026-02-12 17:23:00 +00:00
jif-oai
aeaa68347f feat: metrics to memories (#11593) 2026-02-12 15:28:48 +00:00
jif-oai
04b60d65b3 chore: clean consts (#11590) 2026-02-12 14:44:40 +00:00
jif-oai
44b92f9a85 feat: truncate with model infos (#11577) 2026-02-12 13:16:40 +00:00
jif-oai
befe4fbb02 feat: mem drop cot (#11571)
Drop CoT and compaction for memory building
2026-02-12 11:41:04 +00:00
Michael Bolin
abbd74e2be feat: make sandbox read access configurable with ReadOnlyAccess (#11387)
`SandboxPolicy::ReadOnly` previously implied broad read access and could
not express a narrower read surface.
This change introduces an explicit read-access model so we can support
user-configurable read restrictions in follow-up work, while preserving
current behavior today.

It also ensures unsupported backends fail closed for restricted-read
policies instead of silently granting broader access than intended.

## What

- Added `ReadOnlyAccess` in protocol with:
  - `Restricted { include_platform_defaults, readable_roots }`
  - `FullAccess`
- Updated `SandboxPolicy` to carry read-access configuration:
  - `ReadOnly { access: ReadOnlyAccess }`
  - `WorkspaceWrite { ..., read_only_access: ReadOnlyAccess }`
- Preserved existing behavior by defaulting current construction paths
to `ReadOnlyAccess::FullAccess`.
- Threaded the new fields through sandbox policy consumers and call
sites across `core`, `tui`, `linux-sandbox`, `windows-sandbox`, and
related tests.
- Updated Seatbelt policy generation to honor restricted read roots by
emitting scoped read rules when full read access is not granted.
- Added fail-closed behavior on Linux and Windows backends when
restricted read access is requested but not yet implemented there
(`UnsupportedOperation`).
- Regenerated app-server protocol schema and TypeScript artifacts,
including `ReadOnlyAccess`.

## Compatibility / rollout

- Runtime behavior remains unchanged by default (`FullAccess`).
- API/schema changes are in place so future config wiring can enable
restricted read access without another policy-shape migration.
2026-02-11 18:31:14 -08:00
jif-oai
de6f2ef746 nit: memory truncation (#11479)
Use existing truncation for memories
2026-02-11 21:11:57 +00:00
jif-oai
53c1818d29 chore: update mem prompt (#11480) 2026-02-11 19:29:39 +00:00
jif-oai
1170ffeeae chore: clean rollout extraction in memories (#11471) 2026-02-11 18:25:45 +00:00
jif-oai
d4b2c230f1 feat: memory read path (#11459) 2026-02-11 18:22:45 +00:00
jif-oai
9efb7f4a15 clean: memory rollout recorder (#11462) 2026-02-11 15:46:10 +00:00
jif-oai
b58afbfd0a feat: set policy for phase 2 memory (#11449)
Set the policy of the memory phase 2 worker such that it never ask for
approval
2026-02-11 15:39:22 +00:00
jif-oai
bd3bf6eda1 fix: optional schema of memories (#11454) 2026-02-11 15:05:36 +00:00
jif-oai
156f47edd0 feat: close mem agent after consolidation (#11455)
Close the phase-2 agent of memory when it's done

Fire and forget (i.e. best effort)
2026-02-11 14:34:11 +00:00
jif-oai
f19452e475 nit: increase max raw memories (#11452) 2026-02-11 14:17:34 +00:00
jif-oai
f5d4a21098 feat: new memory prompts (#11439)
* Update prompt
* Wire CWD in the prompt
* Handle the no-output case
2026-02-11 13:57:52 +00:00
Michael Bolin
476c1a7160 Remove test-support feature from codex-core and replace it with explicit test toggles (#11405)
## Why

`codex-core` was being built in multiple feature-resolved permutations
because test-only behavior was modeled as crate features. For a large
crate, those permutations increase compile cost and reduce cache reuse.

## Net Change

- Removed the `test-support` crate feature and related feature wiring so
`codex-core` no longer needs separate feature shapes for test consumers.
- Standardized cross-crate test-only access behind
`codex_core::test_support`.
- External test code now imports helpers from
`codex_core::test_support`.
- Underlying implementation hooks are kept internal (`pub(crate)`)
instead of broadly public.

## Outcome

- Fewer `codex-core` build permutations.
- Better incremental cache reuse across test targets.
- No intended production behavior change.
2026-02-10 22:44:02 -08:00
jif-oai
674799d356 feat: mem v2 - PR6 (consolidation) (#11374) 2026-02-11 00:02:57 +00:00
jif-oai
2c9be54c9a feat: mem v2 - PR5 (#11372) 2026-02-10 23:22:55 +00:00
jif-oai
623d3f4071 feat: mem v2 - PR4 (#11369)
# Memories migration plan (simplified global workflow)

## Target behavior

- One shared memory root only: `~/.codex/memories/`.
- No per-cwd memory buckets, no cwd hash handling.
- Phase 1 candidate rules:
- Not currently being processed unless the job lease is stale.
- Rollout updated within the max-age window (currently 30 days).
- Rollout idle for at least 12 hours (new constant).
- Global cap: at most 64 stage-1 jobs in `running` state at any time
(new invariant).
- Stage-1 model output shape (new):
- `rollout_slug` (accepted but ignored for now).
- `rollout_summary`.
- `raw_memory`.
- Phase-1 artifacts written under the shared root:
- `rollout_summaries/<thread_id>.md` for each rollout summary.
- `raw_memories.md` containing appended/merged raw memory paragraphs.
- Phase 2 runs one consolidation agent for the shared `memories/`
directory.
- Phase-2 lock is DB-backed with 1 hour lease and heartbeat/expiry.

## Current code map

- Core startup pipeline: `core/src/memories/startup/mod.rs`.
- Stage-1 request+parse: `core/src/memories/startup/extract.rs`,
`core/src/memories/stage_one.rs`, templates in
`core/templates/memories/`.
- File materialization: `core/src/memories/storage.rs`,
`core/src/memories/layout.rs`.
- Scope routing (cwd/user): `core/src/memories/scope.rs`,
`core/src/memories/startup/mod.rs`.
- DB job lifecycle and scope queueing: `state/src/runtime/memory.rs`.

## PR plan

## PR 1: Correct phase-1 selection invariants (no behavior-breaking
layout changes yet)

- Add `PHASE_ONE_MIN_ROLLOUT_IDLE_HOURS: i64 = 12` in
`core/src/memories/mod.rs`.
- Thread this into `state::claim_stage1_jobs_for_startup(...)`.
- Enforce idle-time filter in DB selection logic (not only in-memory
filtering after `scan_limit`) so eligible threads are not starved by
very recent threads.
- Enforce global running cap of 64 at claim time in DB logic:
- Count fresh `memory_stage1` running jobs.
- Only allow new claims while count < cap.
- Keep stale-lease takeover behavior intact.
- Add/adjust tests in `state/src/runtime.rs`:
- Idle filter inclusion/exclusion around 12h boundary.
- Global running-cap guarantee.
- Existing stale/fresh ownership behavior still passes.

Acceptance criteria:
- Startup never creates more than 64 fresh `memory_stage1` running jobs.
- Threads updated <12h ago are skipped.
- Threads older than 30d are skipped.

## PR 2: Stage-1 output contract + storage artifacts
(forward-compatible)

- Update parser/types to accept the new structured output while keeping
backward compatibility:
- Add `rollout_slug` (optional for now).
- Add `rollout_summary`.
- Keep alias support for legacy `summary` and `rawMemory` until prompt
swap completes.
- Update stage-1 schema generator in `core/src/memories/stage_one.rs` to
include the new keys.
- Update prompt templates:
- `core/templates/memories/stage_one_system.md`.
- `core/templates/memories/stage_one_input.md`.
- Replace storage model in `core/src/memories/storage.rs`:
- Introduce `rollout_summaries/` directory writer (`<thread_id>.md`
files).
- Introduce `raw_memories.md` aggregator writer from DB rows.
- Keep deterministic rebuild behavior from DB outputs so files can
always be regenerated.
- Update consolidation prompt template to reference `rollout_summaries/`
+ `raw_memories.md` inputs.

Acceptance criteria:
- Stage-1 accepts both old and new output keys during migration.
- Phase-1 artifacts are generated in new format from DB state.
- No dependence on per-thread files in `raw_memories/`.

## PR 3: Remove per-cwd memories and move to one global memory root

- Simplify layout in `core/src/memories/layout.rs`:
- Single root: `codex_home/memories`.
- Remove cwd-hash bucket helpers and normalization logic used only for
memory pathing.
- Remove scope branching from startup phase-2 dispatch path:
- No cwd/user mapping in `core/src/memories/startup/mod.rs`.
- One target root for consolidation.
- In `state/src/runtime/memory.rs`, stop enqueueing/handling cwd
consolidation scope.
- Keep one logical consolidation scope/job key (global/user) to avoid a
risky schema rewrite in same PR.
- Add one-time migration helper (core side) to preserve current shared
memory output:
- If `~/.codex/memories/user/memory` exists and new root is empty,
move/copy contents into `~/.codex/memories`.
- Leave old hashed cwd buckets untouched for now (safe/no-destructive
migration).

Acceptance criteria:
- New runs only read/write `~/.codex/memories`.
- No new cwd-scoped consolidation jobs are enqueued.
- Existing user-shared memory content is preserved.

## PR 4: Phase-2 global lock simplification and cleanup

- Replace multi-scope dispatch with a single global consolidation claim
path:
- Either reuse jobs table with one fixed key, or add a tiny dedicated
lock helper; keep 1h lease.
- Ensure at most one consolidation agent can run at once.
- Keep heartbeat + stale lock recovery semantics in
`core/src/memories/startup/watch.rs`.
- Remove dead scope code and legacy constants no longer used.
- Update tests:
- One-agent-at-a-time behavior.
- Lock expiry allows takeover after stale lease.

Acceptance criteria:
- Exactly one phase-2 consolidation agent can be active cluster-wide
(per local DB).
- Stale lock recovers automatically.

## PR 5: Final cleanup and docs

- Remove legacy artifacts and references:
- `raw_memories/` and `memory_summary.md` assumptions from
prompts/comments/tests.
- Scope constants for cwd memory pathing in core/state if fully unused.
- Update docs under `docs/` for memory workflow and directory layout.
- Add a brief operator note for rollout: compatibility window for old
stage-1 JSON keys and when to remove aliases.

Acceptance criteria:
- Code and docs reflect only the simplified global workflow.
- No stale references to per-cwd memory buckets.

## Notes on sequencing

- PR 1 is safest first because it improves correctness without changing
external artifact layout.
- PR 2 keeps parser compatibility so prompt deployment can happen
independently.
- PR 3 and PR 4 split filesystem/scope simplification from locking
simplification to reduce blast radius.
- PR 5 is intentionally cleanup-only.
2026-02-10 23:10:35 +00:00
jif-oai
3419660767 feat: mem v2 - PR3 (#11366)
# Memories migration plan (simplified global workflow)

## Target behavior

- One shared memory root only: `~/.codex/memories/`.
- No per-cwd memory buckets, no cwd hash handling.
- Phase 1 candidate rules:
- Not currently being processed unless the job lease is stale.
- Rollout updated within the max-age window (currently 30 days).
- Rollout idle for at least 12 hours (new constant).
- Global cap: at most 64 stage-1 jobs in `running` state at any time
(new invariant).
- Stage-1 model output shape (new):
- `rollout_slug` (accepted but ignored for now).
- `rollout_summary`.
- `raw_memory`.
- Phase-1 artifacts written under the shared root:
- `rollout_summaries/<thread_id>.md` for each rollout summary.
- `raw_memories.md` containing appended/merged raw memory paragraphs.
- Phase 2 runs one consolidation agent for the shared `memories/`
directory.
- Phase-2 lock is DB-backed with 1 hour lease and heartbeat/expiry.

## Current code map

- Core startup pipeline: `core/src/memories/startup/mod.rs`.
- Stage-1 request+parse: `core/src/memories/startup/extract.rs`,
`core/src/memories/stage_one.rs`, templates in
`core/templates/memories/`.
- File materialization: `core/src/memories/storage.rs`,
`core/src/memories/layout.rs`.
- Scope routing (cwd/user): `core/src/memories/scope.rs`,
`core/src/memories/startup/mod.rs`.
- DB job lifecycle and scope queueing: `state/src/runtime/memory.rs`.

## PR plan

## PR 1: Correct phase-1 selection invariants (no behavior-breaking
layout changes yet)

- Add `PHASE_ONE_MIN_ROLLOUT_IDLE_HOURS: i64 = 12` in
`core/src/memories/mod.rs`.
- Thread this into `state::claim_stage1_jobs_for_startup(...)`.
- Enforce idle-time filter in DB selection logic (not only in-memory
filtering after `scan_limit`) so eligible threads are not starved by
very recent threads.
- Enforce global running cap of 64 at claim time in DB logic:
- Count fresh `memory_stage1` running jobs.
- Only allow new claims while count < cap.
- Keep stale-lease takeover behavior intact.
- Add/adjust tests in `state/src/runtime.rs`:
- Idle filter inclusion/exclusion around 12h boundary.
- Global running-cap guarantee.
- Existing stale/fresh ownership behavior still passes.

Acceptance criteria:
- Startup never creates more than 64 fresh `memory_stage1` running jobs.
- Threads updated <12h ago are skipped.
- Threads older than 30d are skipped.

## PR 2: Stage-1 output contract + storage artifacts
(forward-compatible)

- Update parser/types to accept the new structured output while keeping
backward compatibility:
- Add `rollout_slug` (optional for now).
- Add `rollout_summary`.
- Keep alias support for legacy `summary` and `rawMemory` until prompt
swap completes.
- Update stage-1 schema generator in `core/src/memories/stage_one.rs` to
include the new keys.
- Update prompt templates:
- `core/templates/memories/stage_one_system.md`.
- `core/templates/memories/stage_one_input.md`.
- Replace storage model in `core/src/memories/storage.rs`:
- Introduce `rollout_summaries/` directory writer (`<thread_id>.md`
files).
- Introduce `raw_memories.md` aggregator writer from DB rows.
- Keep deterministic rebuild behavior from DB outputs so files can
always be regenerated.
- Update consolidation prompt template to reference `rollout_summaries/`
+ `raw_memories.md` inputs.

Acceptance criteria:
- Stage-1 accepts both old and new output keys during migration.
- Phase-1 artifacts are generated in new format from DB state.
- No dependence on per-thread files in `raw_memories/`.

## PR 3: Remove per-cwd memories and move to one global memory root

- Simplify layout in `core/src/memories/layout.rs`:
- Single root: `codex_home/memories`.
- Remove cwd-hash bucket helpers and normalization logic used only for
memory pathing.
- Remove scope branching from startup phase-2 dispatch path:
- No cwd/user mapping in `core/src/memories/startup/mod.rs`.
- One target root for consolidation.
- In `state/src/runtime/memory.rs`, stop enqueueing/handling cwd
consolidation scope.
- Keep one logical consolidation scope/job key (global/user) to avoid a
risky schema rewrite in same PR.
- Add one-time migration helper (core side) to preserve current shared
memory output:
- If `~/.codex/memories/user/memory` exists and new root is empty,
move/copy contents into `~/.codex/memories`.
- Leave old hashed cwd buckets untouched for now (safe/no-destructive
migration).

Acceptance criteria:
- New runs only read/write `~/.codex/memories`.
- No new cwd-scoped consolidation jobs are enqueued.
- Existing user-shared memory content is preserved.

## PR 4: Phase-2 global lock simplification and cleanup

- Replace multi-scope dispatch with a single global consolidation claim
path:
- Either reuse jobs table with one fixed key, or add a tiny dedicated
lock helper; keep 1h lease.
- Ensure at most one consolidation agent can run at once.
- Keep heartbeat + stale lock recovery semantics in
`core/src/memories/startup/watch.rs`.
- Remove dead scope code and legacy constants no longer used.
- Update tests:
- One-agent-at-a-time behavior.
- Lock expiry allows takeover after stale lease.

Acceptance criteria:
- Exactly one phase-2 consolidation agent can be active cluster-wide
(per local DB).
- Stale lock recovers automatically.

## PR 5: Final cleanup and docs

- Remove legacy artifacts and references:
- `raw_memories/` and `memory_summary.md` assumptions from
prompts/comments/tests.
- Scope constants for cwd memory pathing in core/state if fully unused.
- Update docs under `docs/` for memory workflow and directory layout.
- Add a brief operator note for rollout: compatibility window for old
stage-1 JSON keys and when to remove aliases.

Acceptance criteria:
- Code and docs reflect only the simplified global workflow.
- No stale references to per-cwd memory buckets.

## Notes on sequencing

- PR 1 is safest first because it improves correctness without changing
external artifact layout.
- PR 2 keeps parser compatibility so prompt deployment can happen
independently.
- PR 3 and PR 4 split filesystem/scope simplification from locking
simplification to reduce blast radius.
- PR 5 is intentionally cleanup-only.
2026-02-10 22:12:50 +00:00
jif-oai
0229dc5ccf feat: mem v2 - PR2 (#11365)
# Memories migration plan (simplified global workflow)

## Target behavior

- One shared memory root only: `~/.codex/memories/`.
- No per-cwd memory buckets, no cwd hash handling.
- Phase 1 candidate rules:
- Not currently being processed unless the job lease is stale.
- Rollout updated within the max-age window (currently 30 days).
- Rollout idle for at least 12 hours (new constant).
- Global cap: at most 64 stage-1 jobs in `running` state at any time
(new invariant).
- Stage-1 model output shape (new):
- `rollout_slug` (accepted but ignored for now).
- `rollout_summary`.
- `raw_memory`.
- Phase-1 artifacts written under the shared root:
- `rollout_summaries/<thread_id>.md` for each rollout summary.
- `raw_memories.md` containing appended/merged raw memory paragraphs.
- Phase 2 runs one consolidation agent for the shared `memories/`
directory.
- Phase-2 lock is DB-backed with 1 hour lease and heartbeat/expiry.

## Current code map

- Core startup pipeline: `core/src/memories/startup/mod.rs`.
- Stage-1 request+parse: `core/src/memories/startup/extract.rs`,
`core/src/memories/stage_one.rs`, templates in
`core/templates/memories/`.
- File materialization: `core/src/memories/storage.rs`,
`core/src/memories/layout.rs`.
- Scope routing (cwd/user): `core/src/memories/scope.rs`,
`core/src/memories/startup/mod.rs`.
- DB job lifecycle and scope queueing: `state/src/runtime/memory.rs`.

## PR plan

## PR 1: Correct phase-1 selection invariants (no behavior-breaking
layout changes yet)

- Add `PHASE_ONE_MIN_ROLLOUT_IDLE_HOURS: i64 = 12` in
`core/src/memories/mod.rs`.
- Thread this into `state::claim_stage1_jobs_for_startup(...)`.
- Enforce idle-time filter in DB selection logic (not only in-memory
filtering after `scan_limit`) so eligible threads are not starved by
very recent threads.
- Enforce global running cap of 64 at claim time in DB logic:
- Count fresh `memory_stage1` running jobs.
- Only allow new claims while count < cap.
- Keep stale-lease takeover behavior intact.
- Add/adjust tests in `state/src/runtime.rs`:
- Idle filter inclusion/exclusion around 12h boundary.
- Global running-cap guarantee.
- Existing stale/fresh ownership behavior still passes.

Acceptance criteria:
- Startup never creates more than 64 fresh `memory_stage1` running jobs.
- Threads updated <12h ago are skipped.
- Threads older than 30d are skipped.

## PR 2: Stage-1 output contract + storage artifacts
(forward-compatible)

- Update parser/types to accept the new structured output while keeping
backward compatibility:
- Add `rollout_slug` (optional for now).
- Add `rollout_summary`.
- Keep alias support for legacy `summary` and `rawMemory` until prompt
swap completes.
- Update stage-1 schema generator in `core/src/memories/stage_one.rs` to
include the new keys.
- Update prompt templates:
- `core/templates/memories/stage_one_system.md`.
- `core/templates/memories/stage_one_input.md`.
- Replace storage model in `core/src/memories/storage.rs`:
- Introduce `rollout_summaries/` directory writer (`<thread_id>.md`
files).
- Introduce `raw_memories.md` aggregator writer from DB rows.
- Keep deterministic rebuild behavior from DB outputs so files can
always be regenerated.
- Update consolidation prompt template to reference `rollout_summaries/`
+ `raw_memories.md` inputs.

Acceptance criteria:
- Stage-1 accepts both old and new output keys during migration.
- Phase-1 artifacts are generated in new format from DB state.
- No dependence on per-thread files in `raw_memories/`.

## PR 3: Remove per-cwd memories and move to one global memory root

- Simplify layout in `core/src/memories/layout.rs`:
- Single root: `codex_home/memories`.
- Remove cwd-hash bucket helpers and normalization logic used only for
memory pathing.
- Remove scope branching from startup phase-2 dispatch path:
- No cwd/user mapping in `core/src/memories/startup/mod.rs`.
- One target root for consolidation.
- In `state/src/runtime/memory.rs`, stop enqueueing/handling cwd
consolidation scope.
- Keep one logical consolidation scope/job key (global/user) to avoid a
risky schema rewrite in same PR.
- Add one-time migration helper (core side) to preserve current shared
memory output:
- If `~/.codex/memories/user/memory` exists and new root is empty,
move/copy contents into `~/.codex/memories`.
- Leave old hashed cwd buckets untouched for now (safe/no-destructive
migration).

Acceptance criteria:
- New runs only read/write `~/.codex/memories`.
- No new cwd-scoped consolidation jobs are enqueued.
- Existing user-shared memory content is preserved.

## PR 4: Phase-2 global lock simplification and cleanup

- Replace multi-scope dispatch with a single global consolidation claim
path:
- Either reuse jobs table with one fixed key, or add a tiny dedicated
lock helper; keep 1h lease.
- Ensure at most one consolidation agent can run at once.
- Keep heartbeat + stale lock recovery semantics in
`core/src/memories/startup/watch.rs`.
- Remove dead scope code and legacy constants no longer used.
- Update tests:
- One-agent-at-a-time behavior.
- Lock expiry allows takeover after stale lease.

Acceptance criteria:
- Exactly one phase-2 consolidation agent can be active cluster-wide
(per local DB).
- Stale lock recovers automatically.

## PR 5: Final cleanup and docs

- Remove legacy artifacts and references:
- `raw_memories/` and `memory_summary.md` assumptions from
prompts/comments/tests.
- Scope constants for cwd memory pathing in core/state if fully unused.
- Update docs under `docs/` for memory workflow and directory layout.
- Add a brief operator note for rollout: compatibility window for old
stage-1 JSON keys and when to remove aliases.

Acceptance criteria:
- Code and docs reflect only the simplified global workflow.
- No stale references to per-cwd memory buckets.

## Notes on sequencing

- PR 1 is safest first because it improves correctness without changing
external artifact layout.
- PR 2 keeps parser compatibility so prompt deployment can happen
independently.
- PR 3 and PR 4 split filesystem/scope simplification from locking
simplification to reduce blast radius.
- PR 5 is intentionally cleanup-only.
2026-02-10 21:50:53 +00:00
jif-oai
07da740c8a feat: mem v2 - PR1 (#11364)
# Memories migration plan (simplified global workflow)

## Target behavior

- One shared memory root only: `~/.codex/memories/`.
- No per-cwd memory buckets, no cwd hash handling.
- Phase 1 candidate rules:
- Not currently being processed unless the job lease is stale.
- Rollout updated within the max-age window (currently 30 days).
- Rollout idle for at least 12 hours (new constant).
- Global cap: at most 64 stage-1 jobs in `running` state at any time
(new invariant).
- Stage-1 model output shape (new):
- `rollout_slug` (accepted but ignored for now).
- `rollout_summary`.
- `raw_memory`.
- Phase-1 artifacts written under the shared root:
- `rollout_summaries/<thread_id>.md` for each rollout summary.
- `raw_memories.md` containing appended/merged raw memory paragraphs.
- Phase 2 runs one consolidation agent for the shared `memories/`
directory.
- Phase-2 lock is DB-backed with 1 hour lease and heartbeat/expiry.

## Current code map

- Core startup pipeline: `core/src/memories/startup/mod.rs`.
- Stage-1 request+parse: `core/src/memories/startup/extract.rs`,
`core/src/memories/stage_one.rs`, templates in
`core/templates/memories/`.
- File materialization: `core/src/memories/storage.rs`,
`core/src/memories/layout.rs`.
- Scope routing (cwd/user): `core/src/memories/scope.rs`,
`core/src/memories/startup/mod.rs`.
- DB job lifecycle and scope queueing: `state/src/runtime/memory.rs`.

## PR plan

## PR 1: Correct phase-1 selection invariants (no behavior-breaking
layout changes yet)

- Add `PHASE_ONE_MIN_ROLLOUT_IDLE_HOURS: i64 = 12` in
`core/src/memories/mod.rs`.
- Thread this into `state::claim_stage1_jobs_for_startup(...)`.
- Enforce idle-time filter in DB selection logic (not only in-memory
filtering after `scan_limit`) so eligible threads are not starved by
very recent threads.
- Enforce global running cap of 64 at claim time in DB logic:
- Count fresh `memory_stage1` running jobs.
- Only allow new claims while count < cap.
- Keep stale-lease takeover behavior intact.
- Add/adjust tests in `state/src/runtime.rs`:
- Idle filter inclusion/exclusion around 12h boundary.
- Global running-cap guarantee.
- Existing stale/fresh ownership behavior still passes.

Acceptance criteria:
- Startup never creates more than 64 fresh `memory_stage1` running jobs.
- Threads updated <12h ago are skipped.
- Threads older than 30d are skipped.

## PR 2: Stage-1 output contract + storage artifacts
(forward-compatible)

- Update parser/types to accept the new structured output while keeping
backward compatibility:
- Add `rollout_slug` (optional for now).
- Add `rollout_summary`.
- Keep alias support for legacy `summary` and `rawMemory` until prompt
swap completes.
- Update stage-1 schema generator in `core/src/memories/stage_one.rs` to
include the new keys.
- Update prompt templates:
- `core/templates/memories/stage_one_system.md`.
- `core/templates/memories/stage_one_input.md`.
- Replace storage model in `core/src/memories/storage.rs`:
- Introduce `rollout_summaries/` directory writer (`<thread_id>.md`
files).
- Introduce `raw_memories.md` aggregator writer from DB rows.
- Keep deterministic rebuild behavior from DB outputs so files can
always be regenerated.
- Update consolidation prompt template to reference `rollout_summaries/`
+ `raw_memories.md` inputs.

Acceptance criteria:
- Stage-1 accepts both old and new output keys during migration.
- Phase-1 artifacts are generated in new format from DB state.
- No dependence on per-thread files in `raw_memories/`.

## PR 3: Remove per-cwd memories and move to one global memory root

- Simplify layout in `core/src/memories/layout.rs`:
- Single root: `codex_home/memories`.
- Remove cwd-hash bucket helpers and normalization logic used only for
memory pathing.
- Remove scope branching from startup phase-2 dispatch path:
- No cwd/user mapping in `core/src/memories/startup/mod.rs`.
- One target root for consolidation.
- In `state/src/runtime/memory.rs`, stop enqueueing/handling cwd
consolidation scope.
- Keep one logical consolidation scope/job key (global/user) to avoid a
risky schema rewrite in same PR.
- Add one-time migration helper (core side) to preserve current shared
memory output:
- If `~/.codex/memories/user/memory` exists and new root is empty,
move/copy contents into `~/.codex/memories`.
- Leave old hashed cwd buckets untouched for now (safe/no-destructive
migration).

Acceptance criteria:
- New runs only read/write `~/.codex/memories`.
- No new cwd-scoped consolidation jobs are enqueued.
- Existing user-shared memory content is preserved.

## PR 4: Phase-2 global lock simplification and cleanup

- Replace multi-scope dispatch with a single global consolidation claim
path:
- Either reuse jobs table with one fixed key, or add a tiny dedicated
lock helper; keep 1h lease.
- Ensure at most one consolidation agent can run at once.
- Keep heartbeat + stale lock recovery semantics in
`core/src/memories/startup/watch.rs`.
- Remove dead scope code and legacy constants no longer used.
- Update tests:
- One-agent-at-a-time behavior.
- Lock expiry allows takeover after stale lease.

Acceptance criteria:
- Exactly one phase-2 consolidation agent can be active cluster-wide
(per local DB).
- Stale lock recovers automatically.

## PR 5: Final cleanup and docs

- Remove legacy artifacts and references:
- `raw_memories/` and `memory_summary.md` assumptions from
prompts/comments/tests.
- Scope constants for cwd memory pathing in core/state if fully unused.
- Update docs under `docs/` for memory workflow and directory layout.
- Add a brief operator note for rollout: compatibility window for old
stage-1 JSON keys and when to remove aliases.

Acceptance criteria:
- Code and docs reflect only the simplified global workflow.
- No stale references to per-cwd memory buckets.

## Notes on sequencing

- PR 1 is safest first because it improves correctness without changing
external artifact layout.
- PR 2 keeps parser compatibility so prompt deployment can happen
independently.
- PR 3 and PR 4 split filesystem/scope simplification from locking
simplification to reduce blast radius.
- PR 5 is intentionally cleanup-only.
2026-02-10 21:29:06 +00:00
jif-oai
a6e9469fa4 chore: unify memory job flow (#11334) 2026-02-10 20:26:39 +00:00
jif-oai
e57892b211 feat: phase 2 consolidation (#11306)
Consolidation phase of memories

Cleaning and better handling of concurrency
2026-02-10 14:31:16 +00:00
jif-oai
1d5eba0090 feat: align memory phase 1 and make it stronger (#11300)
## Align with the new phase-1 design

Basically we know run phase 1 in parallel by considering:
* Max 64 rollouts
* Max 1 month old
* Consider the most recent first

This PR also adds stronger parallelization capabilities by detecting
stale jobs, retry policies, ownership of computation to prevent double
computations etc etc
2026-02-10 13:42:09 +00:00
jif-oai
6049ff02a0 memories: add extraction and prompt module foundation (#11200)
## Summary
- add the new `core/src/memories` module (phase-one parsing, rollout
filtering, storage, selection, prompts)
- add Askama-backed memory templates for stage-one input/system and
consolidation prompts
- add module tests for parsing, filtering, path bucketing, and summary
maintenance

## Testing
- just fmt
- cargo test -p codex-core --lib memories::
2026-02-10 10:10:24 +00:00