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Fix Codex Cloud runtime profile handoff - #1577

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codex/pin-cloud-runtime-profile
Aug 2, 2026
Merged

Fix Codex Cloud runtime profile handoff#1577
BigSimmo merged 17 commits into
mainfrom
codex/pin-cloud-runtime-profile

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@BigSimmo

@BigSimmoBigSimmo commented Aug 2, 2026

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Summary

  • Resolve and pin the configured Cloud access profile and RAG retrieval mode during setup.
  • Write a managed Codex shell-environment policy that excludes provider, credential, database and end-to-end-test variables while preserving unrelated Codex configuration.
  • Document the supported Cloud GitHub publication path and the boundary between native Cloud controls, direct agent tools, and shell credentials.
  • Keep the pull request as a draft until the controlled acceptance test is complete.

Why

A fresh Cloud task saw connected during setup but later received offline in the agent shell. The generated profile evaluated fallbacks again at source time. In addition, raw agent commands could inherit provider variables when the runtime profile was not sourced.

The Cloud GitHub connection is present and native Cloud task controls can produce a verifiable GitHub PR. A missing direct tool in an individual task limits that API surface; it does not by itself prove that the GitHub integration is disconnected. Shell Git and gh remain intentionally unauthenticated.

Validation

  • The generated profile pins the setup-selected profile and retrieval mode.
  • The managed ~/.codex/config.toml block is idempotent and preserves unrelated Codex settings.
  • The Cloud guide now requires a branch/PR link as publication evidence; a metadata-only make_pr result remains insufficient.
  • Required CI must complete successfully for commit 7904aaf482e74a58f773af05708c7a631c94be29.
  • A fresh connected Cloud task has already passed npm run check:codex-cloud and npm run check:codex-cloud -- --runtime with CODEX_CLOUD_ACCESS_PROFILE=connected, RAG_PROVIDER_MODE=offline, and OPENAI_BASE_URL.present=false.

Risk and rollout

  • Risk: The change intentionally prevents provider credentials and database configuration from reaching ordinary Cloud agent shells. Provider-dependent work must use an approved, separately configured control plane.
  • Rollout: After merge, reset the Codex Cloud environment cache, start a new task, and run npm run check:codex-cloud directly.
  • Rollback: Revert this pull request if the fresh-task acceptance check shows a regression.

Provider and production effects

  • No production systems, Supabase projects, Railway services, deployments, live data, or credentials are changed.
  • This does not add a provider credential or bypass GitHub authentication.

Clinical governance preflight

  • No clinical content, clinical decision support behaviour, user data, or patient data is changed.
  • No clinical governance approval is required for this infrastructure-only change.

Limit

This repository-side remediation fixes the runtime-profile, inherited-variable, and documentation defects. It does not add raw GitHub credentials or make every GitHub API appear as a direct Cloud agent tool. Cloud's native diff/PR controls remain the supported ordinary publication path; unavailable API-specific capabilities must be reported or handled through an approved GitHub-connected workflow.

Do not merge or clean up without explicit approval.

Summary by CodeRabbit

  • New Features

    • Improved Codex Cloud setup with clearer connected and offline retrieval configuration.
    • Added managed shell-policy configuration that preserves existing settings while excluding sensitive environment variables.
    • Added a setup validation mode that stops after generating configuration files.
  • Documentation

    • Clarified GitHub access, diff and pull request publishing, branch verification, unsupported capabilities, and shell-credential restrictions.
  • Bug Fixes

    • Setup now rejects incomplete or conflicting shell-policy configurations and handles repeated runs safely.

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📝 Walkthrough

Walkthrough

The setup script resolves access and retrieval modes, writes them to the runtime profile, and manages ~/.codex/config.toml with environment inheritance and exclusions. Validation, tests, and documentation cover the setup rules and connected GitHub usage.

Changes

Codex Cloud setup

Layer / File(s)Summary
Access and retrieval resolution
scripts/setup-codex-cloud.sh
The script validates CODEX_CLOUD_ACCESS_PROFILE, resolves RAG_PROVIDER_MODE, forces offline retrieval for offline access, exports resolved values, and supports policy-only test termination.
Codex shell policy configuration
scripts/setup-codex-cloud.sh
The script manages the shell policy, excludes provider, credential, database, token, secret, and test variables, preserves unrelated configuration, and rejects unmanaged or incomplete policy tables.
Setup validation and regression coverage
scripts/check-codex-cloud-setup.mjs, tests/codex-cloud-setup.test.ts
Validation and tests cover policy markers, inheritance, retrieval pinning, profile exports, preservation, idempotency, and failure paths.
Connected GitHub usage guidance
docs/codex-cloud.md
The documentation describes connected GitHub access, native Cloud publishing, link verification, unsupported capabilities, and the prohibition of shell-credential workarounds.

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

Possibly related PRs

  • BigSimmo/Database#1497: Both changes modify Codex Cloud setup, environment handling, validation, and documentation.

Suggested labels:codex

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check nameStatusExplanation
Title check✅ PassedThe title clearly identifies the primary change: fixing the Codex Cloud runtime profile handoff.
Description check✅ PassedThe description covers the change, rationale, validation, risk, rollout, production effects, and governance impact.
Docstring Coverage✅ PassedNo functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check✅ PassedCheck skipped because no linked issues were found for this pull request.
Out of Scope Changes check✅ PassedCheck skipped because no linked issues were found for this pull request.
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This pull request has been ignored for the connected project sjrfecxgysukkwxsowpy because there are no changes detected in supabase directory. You can change this behaviour in Project Integrations Settings ↗︎.


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BigSimmo marked this pull request as ready for review August 2, 2026 10:26
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Comment threadscripts/setup-codex-cloud.sh
Comment threadscripts/setup-codex-cloud.sh Outdated
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@cursoragent

Plese implement the following fixes

Codex Cloud runtime profile handoff — review fixes for setup-codex-cloud.sh

Apply/verify the following fixes in setup-codex-cloud.sh:

Reject unmanaged [shell_environment_policy] tables before rewriting config (CodeRabbit, setup-codex-cloud.sh:144-165). The sed at setup-codex-cloud.sh:150 only strips the managed marker block. If config.toml already contains an unmanaged [shell_environment_policy] table, it survives into codex_config_preserved, and the block at setup-codex-cloud.sh:161-171 then appends a second [shell_environment_policy] header — invalid duplicate-table TOML that the Codex CLI parser rejects. Fix: after computing codex_config_preserved, fail if a [shell_environment_policy] header still remains (setup-codex-cloud.sh:151-157).

Pin the connected-mode retrieval value at setup time (Devin, setup-codex-cloud.sh:89-96). The generated profile must not re-evaluate ${RAG_PROVIDER_MODE:-auto} at source time, because the agent shell doesn't inherit that variable, so a connected env configured for offline retrieval would silently come up as auto. Fix: resolve and validate rag_provider_mode against auto|openai|offline at setup time (setup-codex-cloud.sh:71-79) and interpolate it literally into the generated profile (setup-codex-cloud.sh:110).

Preserve existing config.toml across re-runs (Devin / Codex). Do not truncate the file wholesale. Write the shell policy inside a managed marker block (# BEGIN/END clinical-kb-codex-cloud shell policy), stripping only the previous managed block and preserving all other sections (mcp_servers, model, profiles, notify) — see setup-codex-cloud.sh:147-171. Must be idempotent across repeated setup/maintenance runs.

Exclude the full provider inventory in the shell policy (Devin). inherit = "all" with only the CLI's default name-based excludes leaks provider variables that don't look credential-like (e.g. SUPABASE_URL, SUPABASE_PROJECT_REF, NEXT_PUBLIC_SUPABASE_URL, DATABASE_URL) into shells that never source the runtime profile. Fix: enumerate the full provider inventory in the exclude list, matching the runtime profile's scrub — see setup-codex-cloud.sh:126-137.

please also fix and resolve any comments not addressed by that fix and then mark everything resolved once done and ensure all CI pass

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cursorBot commented Aug 2, 2026

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All requested review fixes are on codex/pin-cloud-runtime-profile (e3ec9462), and PR #1577 is green with 0 unresolved review threads.

What landed

  • Reject unmanaged [shell_environment_policy] tables before rewrite
  • Reject incomplete managed BEGIN/END marker blocks
  • Pin connected RAG_PROVIDER_MODE at setup time (literal interpolation)
  • Preserve unrelated config.toml sections via managed marker block (idempotent)
  • Full provider exclude inventory in the shell policy
  • Behavior tests with temporary HOME via CODEX_CLOUD_SETUP_STOP_AFTER_POLICY=1

Proof

  • Local: npm run verify:pr-localTest Files 475 passed (475) / Tests 4973 passed | 4 skipped
  • CI: PR required pass; Static PR, Unit coverage, Safety, Semgrep, Gitleaks, autofix all pass
  • mergeable_state: clean
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Devin Review found 1 new potential issue.

Open in Devin Review

Comment threadscripts/setup-codex-cloud.sh
Reject incomplete managed marker blocks and unmanaged
[shell_environment_policy] tables before rewriting config.toml,
and pin the contract checks that prove profile handoff safety.

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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.
Inline comments:
In `@scripts/check-codex-cloud-setup.mjs`:
- Around line 344-357: Add behavior-level tests in
scripts/check-codex-cloud-setup.mjs using temporary-HOME fixtures for both
offline and connected profiles: run policy generation, parse config.toml, and
verify the expected provider exclusions and connected retrieval setting. Also
test unmanaged and incomplete managed shell_environment_policy inputs, asserting
each setup attempt fails before modifying config.toml.
In `@tests/codex-cloud-setup.test.ts`:
- Around line 220-232: Replace the source-text-only assertions in the setup
tests with behavior-level coverage for scripts/setup-codex-cloud.sh. Execute
setup using a temporary HOME and stubbed external tools, then verify connected
and offline profile output, all required exclude entries, rejection of invalid
shell policies, and preservation of unrelated configuration. Keep the existing
configuration and environment-variable expectations where applicable.
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Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
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ℹ️ Review info
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Run ID: bc261650-9c4e-4e4f-a71d-13b3ccf573f0

📥 Commits

Reviewing files that changed from the base of the PR and between aa6b6ca and 1a6d8f8.

📒 Files selected for processing (3)
  • scripts/check-codex-cloud-setup.mjs
  • scripts/setup-codex-cloud.sh
  • tests/codex-cloud-setup.test.ts
🚧 Files skipped from review as they are similar to previous changes (1)
  • scripts/setup-codex-cloud.sh

Comment threadscripts/check-codex-cloud-setup.mjs
Comment threadtests/codex-cloud-setup.test.ts
Expose a policy-only setup stop for temporary-HOME fixtures and assert
managed config merge, retrieval pinning, and unsafe-policy rejection.
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Review fixes are in on tip e3ec9462 and required CI is green (PR required pass; Static PR checks, Unit coverage, Safety and config checks, Semgrep, Gitleaks, autofix all pass). All review threads are resolved.

Covered:

  • unmanaged [shell_environment_policy] rejected before rewrite
  • incomplete managed BEGIN/END block rejected
  • connected RAG_PROVIDER_MODE pinned at setup time
  • managed marker preserve/idempotent rewrite
  • full provider exclude inventory
  • temporary-HOME behavior tests via CODEX_CLOUD_SETUP_STOP_AFTER_POLICY=1

Local proof: npm run verify:pr-localTest Files 475 passed (475) / Tests 4973 passed | 4 skipped (4977).

@BigSimmo
BigSimmo marked this pull request as draft August 2, 2026 11:10
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BigSimmo marked this pull request as ready for review August 2, 2026 11:10
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BigSimmo marked this pull request as draft August 2, 2026 11:15
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Comment threadtests/codex-cloud-setup.test.ts
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CI triage

CI failed on this PR. Automated classification of the 2 failed job(s):

  • Unit coverageneeds investigation: inspect the failing step and uploaded diagnostics; rerun only after classifying the cause.
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BigSimmo marked this pull request as ready for review August 2, 2026 11:44

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Actionable comments posted: 2

🧹 Nitpick comments (1)
tests/codex-cloud-setup.test.ts (1)

316-385: 📐 Maintainability & Code Quality | 🔵 Trivial | ⚡ Quick win

Split the combined test into focused it() blocks.

This single test verifies four distinct behaviors: connected retrieval-mode pinning, unmanaged-config rejection, three formatted-header variants of unmanaged detection, and incomplete-managed-block rejection. If an early assertion fails, Vitest stops running the rest of the test body, so the formatted-header loop and the incomplete-block scenario never execute. A regression in a later scenario is masked whenever an earlier one also fails.

Split this into separate it() blocks, one per scenario, so CI output identifies exactly which scenario regressed.

♻️ Suggested split
- it("pins connected retrieval mode and rejects unsafe shell-policy configs", () => {- const connectedHome = temporaryDirectory("codex-cloud-connected-");- const connected = runSetupPolicyOnly(connectedHome, {- CODEX_CLOUD_ACCESS_PROFILE: "connected",- RAG_PROVIDER_MODE: "offline",- });- expect(connected.status, connected.stderr || connected.stdout).toBe(0);- const connectedProfile = readRuntimeProfile(connectedHome);- expect(connectedProfile).toContain('export CODEX_CLOUD_ACCESS_PROFILE="connected"');- expect(connectedProfile).toContain('export RAG_PROVIDER_MODE="offline"');- expect(connectedProfile).not.toContain("${RAG_PROVIDER_MODE:-auto}");-- const unmanagedHome = temporaryDirectory("codex-cloud-unmanaged-");+ it("pins connected retrieval mode", () => {+ const connectedHome = temporaryDirectory("codex-cloud-connected-");+ const connected = runSetupPolicyOnly(connectedHome, {+ CODEX_CLOUD_ACCESS_PROFILE: "connected",+ RAG_PROVIDER_MODE: "offline",+ });+ expect(connected.status, connected.stderr || connected.stdout).toBe(0);+ const connectedProfile = readRuntimeProfile(connectedHome);+ expect(connectedProfile).toContain('export CODEX_CLOUD_ACCESS_PROFILE="connected"');+ expect(connectedProfile).toContain('export RAG_PROVIDER_MODE="offline"');+ expect(connectedProfile).not.toContain("${RAG_PROVIDER_MODE:-auto}");+ });++ it("rejects an unmanaged shell-policy table", () => {+ const unmanagedHome = temporaryDirectory("codex-cloud-unmanaged-");
mkdirSync(path.join(unmanagedHome, ".codex"), { recursive: true });
const unmanagedConfig = [
"[mcp_servers.keep]",
'command = "echo"',
"",
"[shell_environment_policy]",
'inherit = "all"',
"exclude = []",
"",
].join("\n");
const unmanagedPath = path.join(unmanagedHome, ".codex/config.toml");
writeFileSync(unmanagedPath, unmanagedConfig);
const unmanaged = runSetupPolicyOnly(unmanagedHome, {
CODEX_CLOUD_ACCESS_PROFILE: "offline",
});
expect(unmanaged.status).not.toBe(0);
expect(unmanaged.stderr).toContain("Unmanaged [shell_environment_policy] table found");
expect(readFileSync(unmanagedPath, "utf8")).toBe(unmanagedConfig);
+ });+ it("rejects alternate valid TOML formattings of the unmanaged table", () => {
for (const tableHeader of [
" [shell_environment_policy] # valid TOML",
'[ "shell_environment_policy" ]',
"['shell_environment_policy'] # valid TOML",
]) {
const formattedHome = temporaryDirectory("codex-cloud-formatted-");
mkdirSync(path.join(formattedHome, ".codex"), { recursive: true });
const formattedConfig = [tableHeader, 'inherit = "all"', "exclude = []", ""].join("\n");
const formattedPath = path.join(formattedHome, ".codex/config.toml");
writeFileSync(formattedPath, formattedConfig);
const formatted = runSetupPolicyOnly(formattedHome, {
CODEX_CLOUD_ACCESS_PROFILE: "offline",
});
expect(formatted.status).not.toBe(0);
expect(formatted.stderr).toContain("Unmanaged [shell_environment_policy] table found");
expect(readFileSync(formattedPath, "utf8")).toBe(formattedConfig);
}
+ });+ it("rejects an incomplete managed shell policy block", () => {
const incompleteHome = temporaryDirectory("codex-cloud-incomplete-");
mkdirSync(path.join(incompleteHome, ".codex"), { recursive: true });
const incompleteConfig = [
"[mcp_servers.keep]",
'command = "echo"',
"",
"# BEGIN clinical-kb-codex-cloud shell policy (managed by setup-codex-cloud.sh)",
"[shell_environment_policy]",
'inherit = "all"',
"",
].join("\n");
const incompletePath = path.join(incompleteHome, ".codex/config.toml");
writeFileSync(incompletePath, incompleteConfig);
const incomplete = runSetupPolicyOnly(incompleteHome, {
CODEX_CLOUD_ACCESS_PROFILE: "offline",
});
expect(incomplete.status).not.toBe(0);
expect(incomplete.stderr).toContain("Incomplete managed shell policy block");
expect(readFileSync(incompletePath, "utf8")).toBe(incompleteConfig);
});
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.
In `@tests/codex-cloud-setup.test.ts` around lines 316 - 385, Split the combined
test into focused it() blocks: one for connected retrieval-mode pinning, one for
unmanaged configuration rejection, one for formatted shell-environment-policy
headers (retaining all three header variants), and one for incomplete managed
policy rejection. Preserve each scenario’s setup, assertions, and fixture
cleanup so failures identify the specific regression.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.
Inline comments:
In `@docs/codex-cloud.md`:
- Line 130: Update the Cloud permissions documentation near the “BigSimmo”
connection to state that repository write access is the default for tasks
publishing branches or pull requests. Remove administrator access as the
default, and mention it only for separately approved operations.
In `@tests/codex-cloud-setup.test.ts`:
- Around line 34-40: Expand the requiredPolicyExcludes constant in the codex
cloud setup tests to contain all 34 entries defined by
codex_shell_policy_excludes, preserving the existing entries and matching the
policy’s complete exclusion set so every exclusion is validated.
---
Nitpick comments:
In `@tests/codex-cloud-setup.test.ts`:
- Around line 316-385: Split the combined test into focused it() blocks: one for
connected retrieval-mode pinning, one for unmanaged configuration rejection, one
for formatted shell-environment-policy headers (retaining all three header
variants), and one for incomplete managed policy rejection. Preserve each
scenario’s setup, assertions, and fixture cleanup so failures identify the
specific regression.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

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📒 Files selected for processing (4)
  • docs/codex-cloud.md
  • scripts/check-codex-cloud-setup.mjs
  • scripts/setup-codex-cloud.sh
  • tests/codex-cloud-setup.test.ts
🚧 Files skipped from review as they are similar to previous changes (2)
  • scripts/check-codex-cloud-setup.mjs
  • scripts/setup-codex-cloud.sh

Comment threaddocs/codex-cloud.md Outdated
Comment threadtests/codex-cloud-setup.test.ts

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💡 Codex Review

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Comment threadscripts/setup-codex-cloud.sh Outdated
Comment threadscripts/setup-codex-cloud.sh Outdated
@BigSimmo
BigSimmo enabled auto-merge (squash) August 2, 2026 11:53
@BigSimmo
BigSimmo merged commit a761bdd into mainAug 2, 2026
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BigSimmo deleted the codex/pin-cloud-runtime-profile branch August 2, 2026 12:05
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