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feat(codex): opt into client-side compaction - #4092

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codex/pr3987-client-compaction
Sep 9, 2026
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feat(codex): opt into client-side compaction#4092
lidge-jun merged 17 commits into
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codex/pr3987-client-compaction

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@lidge-jun lidge-jun commented Sep 9, 2026

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Summary

Maintainer carry of #3987 so the feature can land: pushing the review fold onto the contributor branch reset the readiness checklist and returned that pull request to draft, and only its author can re-tick the boxes. This branch carries the same commits unchanged.

Authenticated loopback routing keeps Codex on its built-in openai provider identity, which preserves native thread identity but also makes Codex ask for native remote compaction. When a routed provider cannot return a native compaction blob, OpenCodex stores the summary in its own ocx1: envelope, which native ChatGPT cannot verify once OpenCodex leaves the request path.

codexClientCompaction opts an authenticated loopback route into the existing dedicated provider-table form with requires_openai_auth = true, so Codex owns compaction and stores a portable plaintext summary instead. The setting defaults to off, and a user who does not enable it gets the byte-identical Design B injection they have today. codexDesktopAuthless still wins when both are set. The preference affects future compactions only: existing ocx1: history and resume metadata are left alone, including Design B threads still tagged openai.

Surfaces: codexClientCompaction in the config schema and zod validation, GET/PUT /api/settings, ocx system settings --client-compaction on|off, a Dashboard switch with nine locales, and the English guide plus the server configuration reference.

While the mode is active the realtime voice sideband override is not injected, because the provider-table form cannot carry it; the guide says so and a test asserts the profile stays free of experimental_realtime_ws_base_url.

Closes #3978.

GUI change

The new Use client-side compaction switch is under Dashboard -> Overview, next to the existing Codex Desktop compatibility settings. The screenshot below is sanitized: no provider URL, credential, or local path.

Use client-side compaction setting

Previous-head visual baseline. The capture is from 29e6e78, not from the current head. It is included for layout: the control, its label, and where it sits are unchanged at ed89af5. Its hint paragraph is stale, because the same paragraph is one of the things this head changes.

Current copy, verified against the source diff (gui/src/i18n/en.ts, dash.codexClientCompactionHint):

Off by default; authenticated loopback only. Future compactions store portable plaintext summaries while OpenCodeX and V2 provider routing stay active; the configured provider may process them and consume quota. Existing threads are re-tagged so they keep routing through the proxy, with originals backed up and migrated back when you turn this off. Existing ocx1 history stays recoverable; recover a thread separately only before replaying it in native Codex. Restart Codex after changing this setting.

Fresh rendered capture: NOT RUN under the local execution restriction in this environment, which forbids building or running the dashboard. Do not read the image as a capture of this head's copy.

Verification

  • Remote CI on the carried head: Cross-platform CI 34320486442 and React Doctor 34320486469 both succeeded on 35c0349, the identical tree this branch carries.
  • Local bun run typecheck / bun run test / bun run lint:gui / bun run build:gui: NOT RUN (local execution restricted in this environment). Repository CI on this branch's head is the gate.

Checklist

  • Scope stays focused and avoids unrelated cleanup.
  • Docs or release notes were updated when needed.
  • Security-sensitive changes were reviewed for secrets, auth, and unsafe defaults.

Carried-from: #3987
Carried-from-commit: 35c0349
Co-authored-by: R 53855466+cb8010d6@users.noreply.github.com

Summary by CodeRabbit

  • New Features

    • Added an optional client-side compaction setting for authenticated loopback Codex connections; it is disabled by default.
    • The setting is available in the dashboard and through the system settings command.
    • Future compactions can use Codex-native processing and portable summaries while preserving existing history and routing behavior.
    • Added localized labels and guidance across supported languages.
  • Documentation

    • Added configuration and integration guidance covering supported environments, limitations, history handling, quota considerations, and restart requirements.

@lidge-jun
lidge-jun requested a review from Ingwannu as a code owner September 9, 2026 07:18
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📝 Code Review Completed 2026-09-09T07:24:52.749154Z 29e6e78 PR opened
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@github-actions github-actions Bot added the enhancement New feature or request label Sep 9, 2026
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📒 Files selected for processing (4)
  • gui/src/i18n/en.ts
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📝 Walkthrough

Walkthrough

Adds a default-off codexClientCompaction setting through configuration, APIs, CLI, and dashboard controls. Authenticated loopback routing can select the opencodex provider table while preserving existing compaction history and OpenCodeX V2 routing.

Changes

Client-side compaction

Layer / File(s) Summary
Settings contract and management surface
src/config.ts, src/types/config.ts, src/server/management/config-routes.ts, src/cli/system-command.ts, tests/config/..., tests/cli/..., docs-site/src/content/docs/reference/..., docs-site/src/content/docs/guides/...
Adds the optional setting, API validation and persistence, CLI support, catalog refresh handling, documentation, and endpoint coverage.
Provider routing and history handling
src/codex/inject.ts, tests/codex-integration/...
Selects the opencodex provider table for authenticated loopback routing. codexDesktopAuthless retains precedence. Existing ocx1: history remains unchanged, and provider metadata remains reversible.
Dashboard control and localized guidance
gui/src/pages/..., gui/src/i18n/*, gui/tests/vision-sidecar-dashboard.test.tsx
Adds typed dashboard state, a toggle, sync behavior, pending status, accessibility behavior, localized labels and hints, and UI coverage.

Priority: ➖ Normal

Estimated code review effort: 3 (Moderate) | ~25 minutes

Merge Risk: ⚪ Minimal · up to 97841

This default-off setting enables authenticated client-side compaction while preserving existing routing and history behavior. Current coverage indicates no unresolved merge-blocking risk.

Suggested reviewers: wibias

Sequence Diagram(s)

sequenceDiagram
  participant Operator
  participant DashboardOrCLI
  participant SettingsAPI
  participant CodexInjection
  participant Codex
  Operator->>DashboardOrCLI: Enable client compaction
  DashboardOrCLI->>SettingsAPI: Save codexClientCompaction=true
  SettingsAPI-->>DashboardOrCLI: Return saved setting
  DashboardOrCLI->>CodexInjection: Trigger configuration sync
  CodexInjection->>Codex: Inject opencodex provider table
  CodexInjection->>Codex: Preserve existing history metadata
  Codex-->>Operator: Use client-side compaction for future compactions
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🚥 Pre-merge checks | ✅ 4 | ❌ 1

❌ Failed checks (1 warning)

Check name Status Explanation Resolution
Docstring Coverage ⚠️ Warning Docstring coverage is 16.67% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 12 functions across 22 files. Write docstrings for the functions missing them to satisfy the coverage threshold.
✅ Passed checks (4 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly and concisely identifies the primary change: adding opt-in Codex client-side compaction.
Linked Issues check ✅ Passed The changes satisfy issue #3978. They add a default-off codexClientCompaction setting, select the authenticated opencodex provider table, preserve V2 routing and authless precedence, retain Design B b…
Out of Scope Changes check ✅ Passed The changed files support the linked feature. Configuration, injection, settings API, CLI, dashboard, translations, documentation, and tests directly implement or validate issue #3978. No unrelated co…
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  • Commit unit tests in branch codex/pr3987-client-compaction

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Deterministic PR hygiene checks passed.

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💡 Codex Review

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Reviewed commit: 29e6e78f96

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Comment thread src/codex/inject.ts Outdated
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리뷰 · 우선순위 69 / 80

이 PR은 #3987의 메인테이너 캐리입니다. 기여자 브랜치에 리뷰 접기를 밀어 넣으면서 readiness 체크리스트가 풀리고 draft로 돌아가, 작성자만 다시 체크할 수 있는 상태가 되어서 같은 커밋을 codex/pr3987-client-compaction으로 옮겼습니다. 하는 일은 이렇습니다. 지금 dev HEAD 8026405d9(package 2.49.0, tip #4067 wp7 stop-refusal)의 보통 인증 루프백은 Design B입니다. src/codex/inject.ts가 루트 openai_base_url만 바꾸면 Codex는 내장 openai provider 정체성을 유지하고, 모델마다 native remote compaction을 고릅니다. 라우트된 제공자가 native compaction blob을 못 주면 OpenCodeX가 요약을 ocx1: 봉투에 넣습니다. 프록시가 붙어 있을 때는 디코드되지만, ocx restore나 Codex OFF 뒤에는 native ChatGPT가 그 봉투를 검증하지 못합니다. 이게 #3978이 고치려는 그림이고, 이 PR은 기본값 off인 codexClientCompaction을 켭니다. 켠 뒤에는 이미 있는 provider-table 폼([model_providers.opencodex])에 requires_openai_auth = true를 써서 Codex가 클라이언트 쪽 compaction을 소유하고, 새 ocx1: 대신 이식 가능한 평문 요약만 남기게 합니다. V2 서브에이전트 라우팅·암호화 패스스루·복구/폴백 정책은 그대로입니다. codexDesktopAuthless가 같이 켜져 있으면 authless가 이기고 requires_openai_auth = false를 유지합니다. 표면은 types/config zod, GET/PUT /api/settings, ocx system settings --client-compaction, Dashboard Overview 스위치(9개 로케일), 영문 가이드·서버 설정표, 스크린샷까지입니다. 이전 #3987 리뷰에서 막혔던 enforce-target 스크린샷도 이번 캐리에 들어 있습니다. types/config 분할 캠페인에 무효화되는 큰 리팩터가 아니라 설정 키 추가라 close-don't-rebase 대상은 아닙니다.

라인 src/codex/inject.ts · preserveExistingHistory - client compaction만 켠 경우 기존 resume history·ocx1: 롤아웃을 바이트 단위로 건드리지 않습니다. 테스트가 Design B(openai) 스레드 비-retag과 ocx1 롤아웃 불변을 잠급니다. 미래 전용 계약이 문서와 코드가 같습니다.
라인 src/codex/inject.ts · usesProviderTable + desktopAuthless - 둘 다 켜면 provider-table은 쓰되 authless가 requires_openai_auth = false를 이깁니다. 이때 preserveExistingHistory는 false라 authless 경로의 history 유닛이 다시 돕니다. 의도된 우선순위라면 가이드에 “둘 다 켜면 authless 쪽이 history도 이긴다”를 한 줄 더 적어도 좋습니다.
라인 src/codex/inject.ts · realtime sideband - provider-table 폼에서는 experimental_realtime_ws_base_url을 안 넣습니다. 가이드와 단위 테스트가 그 계약을 잠급니다. 보이스 프록시가 필요한 사용자는 compaction opt-in과 동시에 쓸 수 없다는 제품 트레이드오프입니다.
라인 gui · sync 실패 - 저장 성공 후 sync 503이어도 codexClientCompaction 값이 유지되는 회귀 테스트가 들어가 #3987 리뷰의 “authless와 같은 실패 경로” 요청을 닫았습니다.
경로 #3987 draft - 원본 기여자 PR은 아직 OPEN draft입니다. 이 캐리가 머지되면 Landed via #4092 at <commit> + landed-via-maintainer로 닫아야 open PR 카운트가 부풀지 않습니다.
경로 CI - 이 브랜치 헤드 CI는 아직 pending입니다. 캐리 설명은 동일 트리 35c034970에서 Cross-platform/React Doctor가 이미 그린다고 적습니다. 머지 전에 이 PR 헤드 게이트가 그린지 한 번 확인하세요.

메인테이너의 판단이 필요한 지점

  • Overview에 authless 옆 별도 패널이 맞는지, 한 카드로 묶을지
  • 기존 ocx1: 스레드용 in-app 복구 CTA를 이 랜딩에 묶을지, 문서·수동 복구만 둘지
  • authless + clientCompaction 동시 on을 GUI에서 막거나 경고할지, 지금처럼 authless 우선 침묵 허용할지
  • #3987을 머지 직후 캐리 정리 규칙으로 바로 닫을지

너의 추천
이 PR 헤드 CI가 그린 뒤 #3978과 함께 머지하세요. 기본값 off·미래 전용·V2 미변경 계약이 테스트로 잠겨 있어 2.49 백로그에 넣기 좋습니다. 머지 직후 #3987 draft는 landed-via-maintainer로 닫으세요. 스크린샷·future-only·sync-failure 회귀가 이미 들어와 있어 #3987을 다시 rebase할 필요는 없습니다.

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Actionable comments posted: 1

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Inline comments:
In `@gui/src/i18n/ko.ts`:
- Line 2512: Update the translation value for dash.codexClientCompactionHint to
keep OpenCodeX unchanged while replacing the unconditional ocx1 recovery
guidance with the conditional native Codex replay instruction specified in the
review.

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📒 Files selected for processing (24)
  • docs-site/src/content/docs/guides/codex-integration.md
  • docs-site/src/content/docs/reference/configuration/server.md
  • gui/src/i18n/de.ts
  • gui/src/i18n/en.ts
  • gui/src/i18n/fr.ts
  • gui/src/i18n/ja.ts
  • gui/src/i18n/ko.ts
  • gui/src/i18n/ru.ts
  • gui/src/i18n/tr.ts
  • gui/src/i18n/zh-TW.ts
  • gui/src/i18n/zh.ts
  • gui/src/pages/dashboard-overview-sections.tsx
  • gui/src/pages/dashboard-shared.ts
  • gui/src/pages/use-dashboard-data.ts
  • gui/tests/vision-sidecar-dashboard.test.tsx
  • src/cli/system-command.ts
  • src/codex/inject.ts
  • src/config.ts
  • src/server/management/config-routes.ts
  • src/types/config.ts
  • tests/cli/cli-headless-parity.test.ts
  • tests/codex-integration/codex-inject-integration.test.ts
  • tests/codex-integration/codex-inject.test.ts
  • tests/config/settings-stream-mode.test.ts

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Comment thread gui/src/i18n/ko.ts Outdated
lidge-jun added a commit that referenced this pull request Sep 9, 2026
lidge-jun added a commit that referenced this pull request Sep 9, 2026
lidge-jun added a commit that referenced this pull request Sep 9, 2026
lidge-jun added a commit that referenced this pull request Sep 9, 2026
With the root openai_base_url override removed and opencodex as the default provider, a thread still tagged openai resumed straight against OpenAI, outside the proxy and its configured routing. Forward-tag through the existing backed-up, reversible migration instead of skipping the history unit.
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Both findings addressed at head ed89af5.

Existing threads stayed routed (P1). The finding is correct and this was a real routing bypass. Enabling the opt-in removes the root openai_base_url override and makes opencodex the default provider, while the history unit was forced to skip — so a thread still tagged openai resolved to Codex's built-in provider and resumed straight against OpenAI, outside this proxy and outside configured routing, taking namespaced routed models with it.

The fix is the reversible migration you suggested, and the machinery already existed. providerTableMode is already true in this mode, so dropping the forced skip makes deriveCodexHistoryOperation return apply-opencodex — the same forward-tagging the legacy and authless table forms use, with originals backed up. Turning the setting off gives migrate-openai and moves those threads back.

"Future-only" survives in the sense that matters: forward-tagging rewrites provider metadata, never an existing ocx1: payload. The pre-existing ocx1 test still asserts the rollout is byte-identical, and the Design B test now asserts the opposite of what it did — that an openai-tagged thread becomes opencodex — because keeping it openai is what broke routing. The guide and the English and Korean dashboard hints say so.

Korean hint wording. Applied, with the conditional recovery phrasing, and the English hint updated to match so the two locales do not disagree. OpenCodeX is kept as the compaction-state name.

Verification: repository CI on this exact head; local typecheck/tests NOT RUN (local execution restricted in this environment).

Re-tagging history cannot be made durable: the length-preserving first-line repair cannot grow openai into opencodex, and codex re-appends that stale line on its next metadata write. Retaining the marker-owned root openai_base_url keeps existing openai-tagged threads on the proxy without touching history at all.
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Correction and final implementation for the P1 on this branch. Head is now 1bb5e93; the earlier re-tagging approach at ed89af5 is superseded.

The earlier claim was too strong. I said forward-tagging closed this. It does not, and I should not have said so. The repair it depends on is length-preserving: planFirstLineProvider refuses when the replacement token is longer than the original plus its trailing whitespace, and "model_provider":"openai" cannot grow into "model_provider":"opencodex" without padding a previous shrink would have left. Nothing shrank a thread that was born on Design B, so the first-line repair fails for exactly the threads being re-tagged. Forward mode does not set requireDurableProvider, so the append proceeds and applyOpenaiRows discards the durableProvider: false result. Codex then reads that first line again — read_session_meta_line returns at the first SessionMeta item — and re-appends it when it writes git or memory-mode metadata, so the stale provider wins again under last-writer-wins. Re-tagging held only until the app's next metadata write.

What the current head does instead. For the client-compaction form only, the injection keeps the marker-owned root openai_base_url override next to the provider table, and the history unit goes back to skip.

That works because of how Codex builds its provider map. core/src/config/mod.rs constructs it as merge_configured_model_providers(built_in_model_providers(openai_base_url), cfg.model_providers): the root override is applied to the built-in openai entry when the map is built, before and independently of which id model_provider selects. create_openai_provider puts that base_url straight into the built-in entry, and merge_configured_model_providers special-cases only the two Amazon Bedrock ids, so adding a opencodex table leaves the built-in entry alone. model_provider = "opencodex" therefore sets the default for new threads while a thread still tagged openai resolves to the built-in entry — which the retained override still points at this proxy.

Scope of what is and is not touched.

  • History is not written at all. No provider metadata is re-tagged and no ocx1: payload is read or rewritten, so "future compactions only" is now literally true.
  • A root openai_base_url you wrote yourself is never replaced. The retention goes through the same ownership rule as Design B: setRootOpenaiBaseUrlForTarget returns keptUserBaseUrl and injects nothing when the line is not marker-owned.
  • Authless is excluded, because its purpose is a provider carrying requires_openai_auth = false. Non-loopback admission is excluded, because the built-in entry cannot carry the admission-token header. Both keep their current shape.
  • Request destination is unchanged. Both entries point at the same loopback proxy; this is the Design B override that already ships plus the table form that already ships.

Tests. The Design B case now asserts the thread keeps its openai tag and a byte-identical rollout while the config carries model_provider, the opencodex table, and the root override together — it fails if the retention is removed. The enable/disable case asserts that disabling removes the table, returns to the plain Design B block, and leaves exactly one root override rather than a leftover plus a new one. The reference profile file keeps asserting no openai_base_url, since that is a config.toml global rather than a profile key; the comment there now says so explicitly.

Verification: repository CI on this exact head; local typecheck/tests NOT RUN (local execution restricted in this environment).

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Scope correction on the previous comment, at head 066ce4c.

I wrote that both provider entries point at the same loopback proxy. That is true of the override OpenCodeX manages, and it is not a claim that can be made unconditionally. When you own the root openai_base_url line, the injection replaces nothing — that is the existing Design B ownership rule and it still applies here — so the built-in openai entry keeps the destination you configured, and a thread still tagged openai follows your configuration rather than this proxy. The guarantee is about the managed line; the user-owned case is a deliberate exception, not a covered case.

The code comment, the guide, and a new test now say exactly that. The test enables the opt-in over a user-owned openai_base_url pointing somewhere else and asserts that line survives untouched, that no managed override is added beside it, that only one such line exists, and that the opt-in itself still applies so new threads default to the proxy provider.

Also explicit about the other half of the final diff: the history unit is back to skip. The earlier head wrote provider metadata; this one does not write history at all, which is why "future compactions only" holds without qualification.

The marker comment is not durable: the app can reserialize config.toml without comments, after which only the journaled value tells our line from a users. Table forms that never write the key still record null. Adds the authless-plus-compaction cross product to the integration coverage.

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Actionable comments posted: 2

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Inline comments:
In `@gui/src/i18n/en.ts`:
- Line 583: Update the dash.codexClientCompactionHint translation in
gui/src/i18n/en.ts:583-583 to qualify proxy-routing guarantees to
OpenCodex-managed root overrides and state that a user-owned openai_base_url
controls existing openai-tagged threads. Apply the same clarification in Korean
at gui/src/i18n/ko.ts:2512-2512, preserving the existing meaning and guidance.

In `@src/codex/inject.ts`:
- Line 1074: The routing result for a user-owned openai_base_url must
distinguish provider-table injection from root-only mode: preserve the existing
Design B warning for root-only routing, but when the provider table was
injected, report that new threads use opencodex and warn only that existing
openai-tagged threads retain the user-selected destination. Update the
return/result logic around keptUserBaseUrl and the provider-table injection
state, using setRootOpenaiBaseUrlForTarget as the nearby context.

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Comment thread gui/src/i18n/en.ts Outdated
Comment thread src/codex/inject.ts

@Ingwannu Ingwannu left a comment

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Confirmed the two current CodeRabbit observations against the actual injector, rather than treating them as cosmetic feedback.

At 49efae6, the client-compaction path writes the opencodex provider table and preserves an operator-owned root openai_base_url. keptUserBaseUrl then selects the old root-only warning, which says routing was NOT injected and tells the operator to remove that valid override. Meanwhile historyMessage claims old threads still reach the proxy. In this mixed configuration those statements contradict the resulting file: new opencodex threads use the injected table; existing openai threads retain the operator-selected root destination.

Please split that result from the unchanged Design B/root-only warning, qualify the corresponding GUI hints, and extend the existing owned-root regression to assert both the retained file contents and the returned message. Do not fix this by overwriting/removing the operator's root setting or rewriting old session history.

Exact-head CI 34341241205 is now green, but it does not correct this output contract. This review is scoped to the reported configuration/wording issue, not a complete visual acceptance of the 25-file feature. Final GUI/product acceptance remains with @lidge-jun.

…ly warning

With a user-owned root openai_base_url the client-compaction path still writes the opencodex table, so the old warning misdescribed the file: it claimed nothing was injected and asked the operator to delete a valid setting, while the history line claimed those threads still reached the proxy. That configuration now reports the table it wrote and says the openai-tagged threads follow the operator destination. The setting is never overwritten and no session history is rewritten.
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Addressed at 97841a7. Both statements were wrong for that configuration, and confirming it against the injector was the right call.

The mixed case now has its own result. When the operator owns the root line and the compaction form still writes the table, the message reports the table it actually injected, says the root line was left exactly as set, and states that threads already tagged openai resolve through the built-in provider at the operator destination. It no longer claims routing was not injected and no longer asks anyone to delete a valid setting; removing the line is offered only as an option if they want those threads on the proxy too. The history line is split the same way: it claims proxy routing only for the override opencodex manages.

The unchanged Design B/root-only warning is untouched and still fires for the root-only case. keptUserBaseUrl can only become true under providerTableMode through the compaction retention, so the new branch is exactly the mixed configuration.

Nothing overwrites the operator's setting and no session history is rewritten; the history unit stays skipped on this path. The EN and KO hints now scope the proxy-routing claim to the managed override and say the operator-owned line wins.

The existing owned-root regression now asserts the returned message alongside the retained file contents and the null journal entry, and a control asserts the managed-override case still reports proxy routing without the root-only warning.

@Ingwannu please re-check this head and withdraw or resubmit the review against it. Product acceptance of the wider feature remains with @lidge-jun as you noted.

@Ingwannu Ingwannu left a comment

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Rechecked 97841a7. The dedicated mixed-mode result and file/message regression address the main contradiction, and the English/Korean hints correctly qualify the operator-owned override.

One sentence still infers destination from ownership: historyMessage says an operator-owned line means "not the proxy". setRootOpenaiBaseUrlForTarget returns keptUserBaseUrl=true whenever the line lacks an OCX marker, without comparing its URL. An operator can legitimately have written the exact local proxy URL themselves. That path now incorrectly says their old threads do not use the proxy and suggests removing a setting they already pointed there.

Please use neutral wording such as "follow your configured root openai_base_url" without the unconditional "not the proxy", and qualify or omit the removal guidance for that case. Add the small user-owned-but-equal-to-target control alongside the differing-destination and managed-line cases. No change to ownership, journaling, session history, or the user's configuration is needed. Current-head CI is still running; this remains a narrow output-contract review, not complete GUI acceptance.

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Owner-directed immediate maintainer integration at exact head 97841a790322f43adf931b46155336e128696d21. The owner explicitly instructed these final three PRs to merge without checking or waiting for CI, after being informed of the outstanding review requests. This is an explicit integration override, not an approval or a claim that review/CI passed. Current source heads and dev target are pinned; original commits and contributor attribution are preserved. Full CI and regression validation will run on the resulting dev before main/preview promotion or publication. Local product execution remains NOT RUN.

@lidge-jun
lidge-jun merged commit 8213fad into dev Sep 9, 2026
21 of 30 checks passed
@lidge-jun
lidge-jun deleted the codex/pr3987-client-compaction branch September 9, 2026 11:10
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