Files
codex/codex-rs/core/tests/suite/personality_migration.rs
T
Michael Bolin 01f89c8c59 core: persist initial context window metadata (#29519)
## Why

PR #29494 made context-window IDs visible to the model by wrapping the
token-budget window payload in `<context_window>`, but rollout JSONL
consumers still could not see the initial window identity by tailing the
session file. Compacted rollout items carry window IDs only after
compaction has happened, so a session with no compaction had no durable
JSONL record for window 0.

This change gives tailing consumers a stable initial-window record at
session creation time.

## What Changed

- Added `session_meta.context_window.window_id` for the initial
context-window identity.
- `CreateThreadParams` now requires `initial_window_id: String`, so
thread-store callers cannot accidentally create new threads without
window-0 metadata.
- Live thread creation derives the persisted initial window ID from the
same `AutoCompactWindowIds` used to initialize `SessionState`, keeping
runtime state and JSONL metadata aligned.
- Rollout reconstruction uses `session_meta.context_window.window_id` as
the initial-window fallback and derives `window_number = 0`,
`first_window_id = window_id`, and `previous_window_id = None`
internally.
- Fork reconstruction intentionally uses the same rollout reconstruction
path; consumers that need to distinguish copied initial-window metadata
can use the rollout `thread_id`.
- Legacy compactions without `window_number` still use compaction-count
fallback accounting instead of being reset to window 0 by the
initial-window fallback.
- Compacted rollout metadata still takes precedence once compaction
records exist, preserving the richer chain fields there.

## JSONL Shape

Real rollout JSONL is one object per line. This example is expanded for
readability, but shows the new initial `session_meta.context_window`
record followed by the existing compacted rollout item shape that also
carries window IDs:

```jsonl
{
  "timestamp": "2026-06-22T12:00:00.000Z",
  "type": "session_meta",
  "payload": {
    "session_id": "<THREAD_ID>",
    "id": "<THREAD_ID>",
    "timestamp": "2026-06-22T12:00:00.000Z",
    "cwd": "/repo",
    "originator": "codex",
    "cli_version": "0.0.0",
    "source": "cli",
    "model_provider": "<MODEL_PROVIDER>",
    "context_window": {
      "window_id": "<INITIAL_WINDOW_ID>"
    }
  }
}
...
{
  "timestamp": "2026-06-22T12:34:56.000Z",
  "type": "compacted",
  "payload": {
    "message": "<COMPACTION_SUMMARY>",
    "replacement_history": [
      "..."
    ],
    "window_number": 1,
    "first_window_id": "<INITIAL_WINDOW_ID>",
    "previous_window_id": "<INITIAL_WINDOW_ID>",
    "window_id": "<NEXT_WINDOW_ID>"
  }
}
```

The nested `context_window` object is intentional: it gives rollout
consumers a stable namespace for context-window metadata while only
writing the non-derivable initial `window_id`. For the initial window,
`window_number`, `first_window_id`, and `previous_window_id` are derived
internally instead of being written to the rollout.

## Verification

- `just test -p codex-protocol`
- `just test -p codex-rollout
recorder_materializes_on_flush_with_pending_items`
- `just test -p codex-core reconstruct_history`
- `just test -p codex-core
record_initial_history_reconstructs_forked_transcript`
- `just test -p codex-thread-store`
- `just test -p codex-state`
- `just test -p codex-app-server
thread_read_returns_summary_without_turns`
- `just test -p codex-rollout persistence_metrics`
2026-06-23 21:50:50 +00:00

355 lines
12 KiB
Rust

use codex_config::config_toml::ConfigToml;
use codex_core::ARCHIVED_SESSIONS_SUBDIR;
use codex_core::SESSIONS_SUBDIR;
use codex_core::personality_migration::PERSONALITY_MIGRATION_FILENAME;
use codex_core::personality_migration::PersonalityMigrationStatus;
use codex_core::personality_migration::maybe_migrate_personality;
use codex_protocol::ThreadId;
use codex_protocol::config_types::Personality;
use codex_protocol::protocol::EventMsg;
use codex_protocol::protocol::RolloutItem;
use codex_protocol::protocol::RolloutLine;
use codex_protocol::protocol::SessionMeta;
use codex_protocol::protocol::SessionMetaLine;
use codex_protocol::protocol::SessionSource;
use codex_protocol::protocol::UserMessageEvent;
use pretty_assertions::assert_eq;
use std::io;
use std::path::Path;
use tempfile::TempDir;
use tokio::io::AsyncWriteExt;
const TEST_TIMESTAMP: &str = "2025-01-01T00-00-00";
async fn read_config_toml(codex_home: &Path) -> io::Result<ConfigToml> {
let contents = tokio::fs::read_to_string(codex_home.join("config.toml")).await?;
toml::from_str(&contents).map_err(|err| io::Error::new(io::ErrorKind::InvalidData, err))
}
async fn write_session_with_user_event(codex_home: &Path) -> io::Result<()> {
let thread_id = ThreadId::new();
let dir = codex_home
.join(SESSIONS_SUBDIR)
.join("2025")
.join("01")
.join("01");
write_rollout_with_user_event(&dir, thread_id).await
}
async fn write_archived_session_with_user_event(codex_home: &Path) -> io::Result<()> {
let thread_id = ThreadId::new();
let dir = codex_home.join(ARCHIVED_SESSIONS_SUBDIR);
write_rollout_with_user_event(&dir, thread_id).await
}
async fn write_session_with_meta_only(codex_home: &Path) -> io::Result<()> {
let thread_id = ThreadId::new();
let dir = codex_home
.join(SESSIONS_SUBDIR)
.join("2025")
.join("01")
.join("01");
write_rollout_with_meta_only(&dir, thread_id).await
}
async fn write_rollout_with_user_event(dir: &Path, thread_id: ThreadId) -> io::Result<()> {
tokio::fs::create_dir_all(&dir).await?;
let file_path = dir.join(format!("rollout-{TEST_TIMESTAMP}-{thread_id}.jsonl"));
let mut file = tokio::fs::File::create(&file_path).await?;
let session_meta = SessionMetaLine {
meta: SessionMeta {
session_id: thread_id.into(),
id: thread_id,
forked_from_id: None,
parent_thread_id: None,
timestamp: TEST_TIMESTAMP.to_string(),
cwd: std::path::PathBuf::from("."),
originator: "test_originator".to_string(),
cli_version: "test_version".to_string(),
source: SessionSource::Cli,
thread_source: None,
agent_path: None,
agent_nickname: None,
agent_role: None,
model_provider: None,
base_instructions: None,
dynamic_tools: None,
memory_mode: None,
multi_agent_version: None,
context_window: None,
},
git: None,
};
let meta_line = RolloutLine {
timestamp: TEST_TIMESTAMP.to_string(),
item: RolloutItem::SessionMeta(session_meta),
};
let user_event = RolloutLine {
timestamp: TEST_TIMESTAMP.to_string(),
item: RolloutItem::EventMsg(EventMsg::UserMessage(UserMessageEvent {
client_id: None,
message: "hello".to_string(),
images: None,
local_images: Vec::new(),
text_elements: Vec::new(),
..Default::default()
})),
};
let meta_json = serde_json::to_string(&meta_line)?;
file.write_all(format!("{meta_json}\n").as_bytes()).await?;
let user_json = serde_json::to_string(&user_event)?;
file.write_all(format!("{user_json}\n").as_bytes()).await?;
Ok(())
}
async fn write_rollout_with_meta_only(dir: &Path, thread_id: ThreadId) -> io::Result<()> {
tokio::fs::create_dir_all(&dir).await?;
let file_path = dir.join(format!("rollout-{TEST_TIMESTAMP}-{thread_id}.jsonl"));
let mut file = tokio::fs::File::create(&file_path).await?;
let session_meta = SessionMetaLine {
meta: SessionMeta {
session_id: thread_id.into(),
id: thread_id,
forked_from_id: None,
parent_thread_id: None,
timestamp: TEST_TIMESTAMP.to_string(),
cwd: std::path::PathBuf::from("."),
originator: "test_originator".to_string(),
cli_version: "test_version".to_string(),
source: SessionSource::Cli,
thread_source: None,
agent_path: None,
agent_nickname: None,
agent_role: None,
model_provider: None,
base_instructions: None,
dynamic_tools: None,
memory_mode: None,
multi_agent_version: None,
context_window: None,
},
git: None,
};
let meta_line = RolloutLine {
timestamp: TEST_TIMESTAMP.to_string(),
item: RolloutItem::SessionMeta(session_meta),
};
let meta_json = serde_json::to_string(&meta_line)?;
file.write_all(format!("{meta_json}\n").as_bytes()).await?;
Ok(())
}
fn parse_config_toml(contents: &str) -> io::Result<ConfigToml> {
toml::from_str(contents).map_err(|err| io::Error::new(io::ErrorKind::InvalidData, err))
}
#[tokio::test]
async fn migration_marker_exists_no_sessions_no_change() -> io::Result<()> {
let temp = TempDir::new()?;
let marker_path = temp.path().join(PERSONALITY_MIGRATION_FILENAME);
tokio::fs::write(&marker_path, "v1\n").await?;
let status =
maybe_migrate_personality(temp.path(), &ConfigToml::default(), /*state_db*/ None).await?;
assert_eq!(status, PersonalityMigrationStatus::SkippedMarker);
assert_eq!(
tokio::fs::try_exists(temp.path().join("config.toml")).await?,
false
);
Ok(())
}
#[tokio::test]
async fn no_marker_no_sessions_no_change() -> io::Result<()> {
let temp = TempDir::new()?;
let status =
maybe_migrate_personality(temp.path(), &ConfigToml::default(), /*state_db*/ None).await?;
assert_eq!(status, PersonalityMigrationStatus::SkippedNoSessions);
assert_eq!(
tokio::fs::try_exists(temp.path().join(PERSONALITY_MIGRATION_FILENAME)).await?,
true
);
assert_eq!(
tokio::fs::try_exists(temp.path().join("config.toml")).await?,
false
);
Ok(())
}
#[tokio::test]
async fn no_marker_sessions_sets_personality() -> io::Result<()> {
let temp = TempDir::new()?;
write_session_with_user_event(temp.path()).await?;
let status =
maybe_migrate_personality(temp.path(), &ConfigToml::default(), /*state_db*/ None).await?;
assert_eq!(status, PersonalityMigrationStatus::Applied);
assert_eq!(
tokio::fs::try_exists(temp.path().join(PERSONALITY_MIGRATION_FILENAME)).await?,
true
);
let persisted = read_config_toml(temp.path()).await?;
assert_eq!(persisted.personality, Some(Personality::Pragmatic));
Ok(())
}
#[tokio::test]
async fn no_marker_sessions_preserves_existing_config_fields() -> io::Result<()> {
let temp = TempDir::new()?;
write_session_with_user_event(temp.path()).await?;
tokio::fs::write(temp.path().join("config.toml"), "model = \"gpt-5.4\"\n").await?;
let config_toml = read_config_toml(temp.path()).await?;
let status = maybe_migrate_personality(temp.path(), &config_toml, /*state_db*/ None).await?;
assert_eq!(status, PersonalityMigrationStatus::Applied);
let persisted = read_config_toml(temp.path()).await?;
assert_eq!(persisted.model, Some("gpt-5.4".to_string()));
assert_eq!(persisted.personality, Some(Personality::Pragmatic));
Ok(())
}
#[tokio::test]
async fn no_marker_meta_only_rollout_is_treated_as_no_sessions() -> io::Result<()> {
let temp = TempDir::new()?;
write_session_with_meta_only(temp.path()).await?;
let status =
maybe_migrate_personality(temp.path(), &ConfigToml::default(), /*state_db*/ None).await?;
assert_eq!(status, PersonalityMigrationStatus::SkippedNoSessions);
assert_eq!(
tokio::fs::try_exists(temp.path().join(PERSONALITY_MIGRATION_FILENAME)).await?,
true
);
assert_eq!(
tokio::fs::try_exists(temp.path().join("config.toml")).await?,
false
);
Ok(())
}
#[tokio::test]
async fn no_marker_explicit_global_personality_skips_migration() -> io::Result<()> {
let temp = TempDir::new()?;
write_session_with_user_event(temp.path()).await?;
let config_toml = parse_config_toml("personality = \"friendly\"\n")?;
let status = maybe_migrate_personality(temp.path(), &config_toml, /*state_db*/ None).await?;
assert_eq!(
status,
PersonalityMigrationStatus::SkippedExplicitPersonality
);
assert_eq!(
tokio::fs::try_exists(temp.path().join(PERSONALITY_MIGRATION_FILENAME)).await?,
true
);
assert_eq!(
tokio::fs::try_exists(temp.path().join("config.toml")).await?,
false
);
Ok(())
}
#[tokio::test]
async fn no_marker_profile_personality_does_not_skip_migration() -> io::Result<()> {
let temp = TempDir::new()?;
write_session_with_user_event(temp.path()).await?;
let config_toml = parse_config_toml(
r#"
profile = "work"
[profiles.work]
personality = "friendly"
"#,
)?;
let status = maybe_migrate_personality(temp.path(), &config_toml, /*state_db*/ None).await?;
assert_eq!(status, PersonalityMigrationStatus::Applied);
assert_eq!(
tokio::fs::try_exists(temp.path().join(PERSONALITY_MIGRATION_FILENAME)).await?,
true
);
assert_eq!(
tokio::fs::try_exists(temp.path().join("config.toml")).await?,
true
);
let persisted = read_config_toml(temp.path()).await?;
assert_eq!(persisted.personality, Some(Personality::Pragmatic));
Ok(())
}
#[tokio::test]
async fn marker_short_circuits_migration_with_legacy_profile() -> io::Result<()> {
let temp = TempDir::new()?;
tokio::fs::write(temp.path().join(PERSONALITY_MIGRATION_FILENAME), "v1\n").await?;
let config_toml = parse_config_toml("profile = \"missing\"\n")?;
let status = maybe_migrate_personality(temp.path(), &config_toml, /*state_db*/ None).await?;
assert_eq!(status, PersonalityMigrationStatus::SkippedMarker);
Ok(())
}
#[tokio::test]
async fn missing_legacy_profile_does_not_block_migration() -> io::Result<()> {
let temp = TempDir::new()?;
let config_toml = parse_config_toml("profile = \"missing\"\n")?;
let status = maybe_migrate_personality(temp.path(), &config_toml, /*state_db*/ None).await?;
assert_eq!(status, PersonalityMigrationStatus::SkippedNoSessions);
assert_eq!(
tokio::fs::try_exists(temp.path().join(PERSONALITY_MIGRATION_FILENAME)).await?,
true
);
Ok(())
}
#[tokio::test]
async fn applied_migration_is_idempotent_on_second_run() -> io::Result<()> {
let temp = TempDir::new()?;
write_session_with_user_event(temp.path()).await?;
let first_status =
maybe_migrate_personality(temp.path(), &ConfigToml::default(), /*state_db*/ None).await?;
let second_status =
maybe_migrate_personality(temp.path(), &ConfigToml::default(), /*state_db*/ None).await?;
assert_eq!(first_status, PersonalityMigrationStatus::Applied);
assert_eq!(second_status, PersonalityMigrationStatus::SkippedMarker);
let persisted = read_config_toml(temp.path()).await?;
assert_eq!(persisted.personality, Some(Personality::Pragmatic));
Ok(())
}
#[tokio::test]
async fn no_marker_archived_sessions_sets_personality() -> io::Result<()> {
let temp = TempDir::new()?;
write_archived_session_with_user_event(temp.path()).await?;
let status =
maybe_migrate_personality(temp.path(), &ConfigToml::default(), /*state_db*/ None).await?;
assert_eq!(status, PersonalityMigrationStatus::Applied);
assert_eq!(
tokio::fs::try_exists(temp.path().join(PERSONALITY_MIGRATION_FILENAME)).await?,
true
);
let persisted = read_config_toml(temp.path()).await?;
assert_eq!(persisted.personality, Some(Personality::Pragmatic));
Ok(())
}