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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
.devcontainer chore: install an extension for TOML syntax highlighting in the devcontainer (#1650) 2025-07-22 10:58:09 -07:00
.github Use thin LTO for alpha Rust release builds (#11348) 2026-02-10 11:59:03 -08:00
.vscode Move rust analyzer target dir (#5328) 2025-10-18 17:31:46 -07:00
codex-cli # Use @openai/codex dist-tags for platform binaries instead of separate package names (#11339) 2026-02-10 10:33:47 -08:00
codex-rs feat: mem v2 - PR2 (#11365) 2026-02-10 21:50:53 +00:00
docs tui: keep history recall cursor at line end (#11295) 2026-02-10 17:21:46 +00:00
patches [bazel] Upgrade some rulesets in preparation for enabling windows, part 2 (#11197) 2026-02-09 20:08:10 +00:00
scripts # Use @openai/codex dist-tags for platform binaries instead of separate package names (#11339) 2026-02-10 10:33:47 -08:00
sdk/typescript fix: ensure resume args precede image args (#10709) 2026-02-04 21:19:56 -08:00
shell-tool-mcp fix: remove references to corepack (#10138) 2026-01-28 23:31:25 -08:00
third_party/wezterm Vendor ConPtySystem (#7656) 2025-12-09 17:23:51 +00:00
.bazelignore [bazel] Improve runfiles handling (#10098) 2026-01-29 00:15:44 +00:00
.bazelrc [bazel] Upgrade some rulesets in preparation for enabling windows (#11109) 2026-02-08 13:40:32 -08:00
.bazelversion [bazel] Upgrade to bazel9 (#9576) 2026-01-21 13:25:36 +00:00
.codespellignore Terminal Detection Metadata for Per-Terminal Scroll Scaling (#8252) 2025-12-18 12:50:00 -08:00
.codespellrc TUI footer: right-align context and degrade shortcut summary + mode cleanly (#9944) 2026-01-27 17:43:09 +00:00
.gitignore gitignore bazel-* (#8911) 2026-01-08 07:50:58 -08:00
.markdownlint-cli2.yaml fix(tui): document paste-burst state machine (#9020) 2026-01-13 11:48:31 -08:00
.npmrc chore: migrate to pnpm for improved monorepo management (#287) 2025-04-18 16:25:15 -07:00
.prettierignore [apply-patch] Clean up apply-patch tool definitions (#2539) 2025-08-21 20:07:41 -07:00
.prettierrc.toml Initial commit 2025-04-16 12:56:08 -04:00
AGENTS.md Try to stop small helper methods (#11203) 2026-02-09 20:01:30 +00:00
announcement_tip.toml nit: test an (#10892) 2026-02-06 14:41:53 +01:00
BUILD.bazel [bazel] Upgrade some rulesets in preparation for enabling windows (#11109) 2026-02-08 13:40:32 -08:00
CHANGELOG.md Documentation improvement: add missing period (#3754) 2025-10-30 13:01:33 -07:00
cliff.toml docs(changelog): update install command to @openai/codex@<version> (#2073) 2025-10-18 11:02:22 -07:00
defs.bzl [bazel] Upgrade some rulesets in preparation for enabling windows, part 2 (#11197) 2026-02-09 20:08:10 +00:00
flake.lock fix(nix): update flake for newer Rust toolchain requirements (#10302) 2026-01-31 11:34:53 -08:00
flake.nix fix(nix): update flake for newer Rust toolchain requirements (#10302) 2026-01-31 11:34:53 -08:00
justfile feat: add --experimental to generate-ts (#10402) 2026-02-02 20:30:01 +00:00
LICENSE Initial commit 2025-04-16 12:56:08 -04:00
MODULE.bazel [bazel] Upgrade some rulesets in preparation for enabling windows, part 2 (#11197) 2026-02-09 20:08:10 +00:00
MODULE.bazel.lock chore: put crypto provider logic in a shared crate (#11294) 2026-02-10 01:04:31 -08:00
NOTICE resizable viewport (#1732) 2025-07-31 00:06:55 +00:00
package.json update the ci pnpm workflow for shell-tool-mcp to use corepack for pnpm versioning (#10115) 2026-01-28 16:30:48 -07:00
pnpm-lock.yaml chore: ensure pnpm-workspace.yaml is up-to-date (#10140) 2026-01-29 10:49:03 -08:00
pnpm-workspace.yaml chore: ensure pnpm-workspace.yaml is up-to-date (#10140) 2026-01-29 10:49:03 -08:00
rbe.bzl fix: support remote arm64 builds, as well (#9018) 2026-01-10 18:41:08 -08:00
README.md Fix npm README image link (#10303) 2026-01-31 20:33:06 +00:00

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