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codex/codex-rs/memories
T
jif 89ac3ec27c Load selected executor skills through extensions (#27184)
## Why

CCA is moving toward a split runtime where the orchestrator may not have
a filesystem, while executors can expose preinstalled plugins and
skills. A thread therefore needs to select capabilities without asking
app-server or core to interpret executor-owned paths through the
orchestrator's filesystem.

The longer-term model is broader than executor skills:

- A plugin is a bundle of skills, MCP servers, connectors/apps, and
hooks.
- A plugin root can be local, executor-owned, or hosted by a backend.
- Components inside one plugin can use different access and execution
mechanisms. A skill may be read from a filesystem or through backend
tools; an HTTP MCP server can run without an executor; a stdio MCP
server or hook needs an execution environment.
- Core should carry generic extension initialization data. The extension
that owns a component should discover it, expose it to the model, and
invoke it through the appropriate runtime.

This PR establishes that architecture through one complete vertical:
selecting a root on an executor, discovering the skills beneath it,
exposing those skills to the model, and reading an explicitly invoked
`SKILL.md` through the same executor.

## Contract

`thread/start` gains an experimental `selectedCapabilityRoots` field:

```json
{
  "selectedCapabilityRoots": [
    {
      "id": "deploy-plugin@1",
      "location": {
        "type": "environment",
        "environmentId": "workspace",
        "path": "/opt/codex/plugins/deploy"
      }
    }
  ]
}
```

The root is intentionally not classified as a "plugin" or "skill" in the
API. It can point at a standalone skill, a directory containing several
skills, or a plugin containing skills and other components. This PR only
teaches the skills extension how to consume it; later extensions can
resolve MCP, connector, and hook components from the same selection.

The platform-supplied `id` is stable selection identity. The location
says which runtime owns the root and gives that runtime an opaque path.
App-server does not inspect or canonicalize the path.

## What changed

### Generic thread extension initialization

App-server converts selected roots into `ExtensionDataInit`. Core
carries that generic initialization value until the final thread ID is
known, then creates thread-scoped `ExtensionData` before lifecycle
contributors run.

This keeps `Session` and core independent of the capability-selection
contract. The initialization value is consumed during construction; it
is not retained as another long-lived `Session` field.

### Executor-backed skills

The skills extension now owns an `ExecutorSkillProvider` that:

- resolves the selected environment through `EnvironmentManager`
- discovers, canonicalizes, and reads skills through that environment's
`ExecutorFileSystem`
- contributes the bounded selected-skill catalog as stable developer
context
- reads an explicitly invoked skill body through the authority that
listed it
- warns when an environment or root is unavailable
- never falls back to the orchestrator filesystem for an executor-owned
root

Skill catalog and instruction fragments have hard byte bounds, which
also bound them below the 10K-token per-item context limit. If a
selected executor skill has the same name as a legacy local skill, the
executor selection owns that invocation and the local body is not
injected a second time.

Existing local and bundled skill loading remains in place. Omitting
`selectedCapabilityRoots` therefore preserves current local-only
behavior.

## Current semantics

- Only environment-owned locations are represented in this first
contract.
- Roots are resolved by the destination extension, not by app-server or
core.
- An unavailable executor or invalid root produces a warning and no
capabilities from that root; it does not trigger a local-filesystem
fallback.
- Selection applies to a newly started active thread.
- MCP servers, connectors, and hooks beneath a selected plugin root are
not activated yet.
- Selection is not yet persisted or inherited across resume, fork, or
subagent creation. Existing local capabilities continue to behave as
they do today in those flows.

## Planned vertical follow-ups

1. **Hosted HTTP MCP:** add an extension-backed HTTP MCP source that
works without an executor, then replace the special-purpose MCP plugins
loader with that implementation.
2. **Executor MCP:** register and execute stdio MCP servers through the
environment that owns the selected plugin root.
3. **Backend skills:** add a hosted skill source whose catalog and
bodies are accessed through extension tools rather than a filesystem.
4. **Connectors and hooks:** activate those components through their
owning extensions, using the same selected-root boundary and
component-specific runtime.
5. **Durable selection:** define the desired-selection lifecycle,
persist it, and make resume, fork, and subagent inheritance explicit
rather than accidental.
6. **Local convergence:** incrementally route existing local plugin,
skill, and MCP loading through the same extension model while preserving
current local behavior.

Each follow-up remains reviewable as an end-to-end capability. The
platform selects roots, generic thread extension data carries the
selection, and the owning extension resolves and operates its component.

## Verification

Coverage added for:

- app-server end-to-end discovery and explicit invocation of a skill
inside an executor-selected plugin root
- exclusive invocation when a selected executor skill collides with a
local skill name
- executor filesystem authority for discovery, canonicalization, and
reads
- thread extension initialization before lifecycle contributors run
- stable executor catalog context, explicit invocation, context
rebuilding, hidden skills, and preserved host/remote catalog behavior

Targeted protocol, core-skills, skills-extension, core lifecycle, and
app-server executor-skill tests were run during development.
89ac3ec27c ยท 2026-06-09 19:51:54 +02:00
History
..

Memories

This directory owns reusable memory crates and the memory pipeline documentation.

Runtime orchestration for Phase 1 and Phase 2 still lives in codex-core under codex-rs/core/src/memories/.

Crates

  • codex-rs/memories/read (codex-memories-read) owns the read path: memory developer-instruction injection, memory citation parsing, and read-usage telemetry classification.
  • codex-rs/memories/write (codex-memories-write) owns the write path: Phase 1 and Phase 2 prompt rendering, filesystem artifact helpers, workspace diff helpers, and extension resource pruning.

Prompt Templates

Memory prompt templates live with the crate that uses them:

  • The undated template files are the canonical latest versions used at runtime:
    • read/templates/memories/read_path.md
    • write/templates/memories/stage_one_system.md
    • write/templates/memories/stage_one_input.md
    • write/templates/memories/consolidation.md
  • In codex, edit those undated template files in place.
  • The dated snapshot-copy workflow is used in the separate openai/project/agent_memory/write harness repo, not here.

When it runs

The pipeline is triggered when a root session starts, and only if:

  • the session is not ephemeral
  • the memory feature is enabled
  • the session is not a sub-agent session
  • the state DB is available

It runs asynchronously in the background and executes two phases in order: Phase 1, then Phase 2.

Phase 1: Rollout Extraction (per-thread)

Phase 1 finds recent eligible rollouts and extracts a structured memory from each one.

Eligible rollouts are selected from the state DB using startup claim rules. In practice this means the pipeline only considers rollouts that are:

  • from allowed interactive session sources
  • within the configured age window
  • idle long enough (to avoid summarizing still-active/fresh rollouts)
  • not already owned by another in-flight phase-1 worker
  • within startup scan/claim limits (bounded work per startup)

What it does:

  • claims a bounded set of rollout jobs from the state DB (startup claim)
  • filters rollout content down to memory-relevant response items
  • sends each rollout to a model (in parallel, with a concurrency cap)
  • expects structured output containing:
    • a detailed raw_memory
    • a compact rollout_summary
    • an optional rollout_slug
  • redacts secrets from the generated memory fields
  • stores successful outputs back into the state DB as stage-1 outputs

Concurrency / coordination:

  • Phase 1 runs multiple extraction jobs in parallel (with a fixed concurrency cap) so startup memory generation can process several rollouts at once.
  • Each job is leased/claimed in the state DB before processing, which prevents duplicate work across concurrent workers/startups.
  • Failed jobs are marked with retry backoff, so they are retried later instead of hot-looping.

Job outcomes:

  • succeeded (memory produced)
  • succeeded_no_output (valid run but nothing useful generated)
  • failed (with retry backoff/lease handling in DB)

Phase 1 is the stage that turns individual rollouts into DB-backed memory records.

Phase 2: Global Consolidation

Phase 2 consolidates the latest stage-1 outputs into the filesystem memory artifacts and then runs a dedicated consolidation agent.

What it does:

  • claims a single global phase-2 lock before touching the memories root (so only one consolidation inspects or mutates the workspace at a time)
  • loads a bounded set of stage-1 outputs from the state DB using phase-2 selection rules:
    • ignores memories whose last_usage falls outside the configured max_unused_days window
    • for memories with no last_usage, falls back to generated_at so fresh never-used memories can still be selected
    • ranks eligible memories by usage_count first, then by the most recent last_usage / generated_at
  • computes a completion watermark from the claimed watermark + newest input timestamps
  • syncs local memory artifacts under the memories root:
    • raw_memories.md (merged raw memories, stable ascending thread-id order)
    • rollout_summaries/ (one summary file per selected rollout)
  • keeps the memories root itself as a git-baseline directory, initialized under ~/.codex/memories/.git by codex-git-utils
  • prunes stale rollout summaries that are no longer selected
  • prunes memory extension resource files older than the extension retention window, so cleanup appears in the workspace diff
  • writes phase2_workspace_diff.md in the memories root with the git-style diff from the previous successful Phase 2 baseline to the current worktree
  • if the memory workspace has no changes after artifact sync/pruning, marks the job successful and exits

If the memory workspace has changes, it then:

  • spawns an internal consolidation sub-agent
  • builds the Phase 2 prompt with the path to the generated workspace diff
  • points the agent at phase2_workspace_diff.md for the detailed diff context
  • runs it with no approvals, no network, and local write access only
  • disables collab for that agent (to prevent recursive delegation)
  • watches the agent status and heartbeats the global job lease while it runs
  • resets the memory git baseline after the agent completes successfully; the generated diff file is removed before this reset so deleted content is not kept in the prompt artifact or unreachable git objects
  • marks the phase-2 job success/failure in the state DB when the agent finishes

Selection and workspace-diff behavior:

  • successful Phase 2 runs mark the exact stage-1 snapshots they consumed with selected_for_phase2 = 1 and persist the matching selected_for_phase2_source_updated_at
  • Phase 1 upserts preserve the previous selected_for_phase2 baseline until the next successful Phase 2 run rewrites it
  • Phase 2 loads only the current top-N selected stage-1 inputs, syncs rollout_summaries/ directly to that selection, renders raw_memories.md in stable ascending thread-id order to avoid usage-rank churn, then lets the git-style workspace diff surface additions, modifications, and deletions against the previous successful memory baseline
  • when the selected input set is empty, stale rollout_summaries/ files are removed and raw_memories.md is rewritten to the empty-input placeholder; consolidated outputs such as MEMORY.md, memory_summary.md, and skills/ are left for the agent to update

Watermark behavior:

  • The global phase-2 lock does not use DB watermarks as a dirty check; git workspace dirtiness decides whether an agent needs to run.
  • The global phase-2 job row still tracks an input watermark as bookkeeping for the latest DB input timestamp known when the job was claimed.
  • Phase 2 recomputes a new_watermark using the max of:
    • the claimed watermark
    • the newest source_updated_at timestamp in the stage-1 inputs it actually loaded
  • On success, Phase 2 stores that completion watermark in the DB.
  • This avoids moving the recorded completion watermark backwards, but does not decide whether Phase 2 has work.

In practice, this phase is responsible for refreshing the on-disk memory workspace and producing/updating the higher-level consolidated memory outputs.

Why it is split into two phases

  • Phase 1 scales across many rollouts and produces normalized per-rollout memory records.
  • Phase 2 serializes global consolidation so the shared memory artifacts are updated safely and consistently.