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Codex roles: reconcile the RTK exceptions block (F4) with rtk 0.51.0 measurements - #709

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foundation/rtk-051-f4-exceptions-20261004

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@seathatflowsinourveins seathatflowsinourveins commented Oct 5, 2026 •

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Scope

Reconcile the Codex RTK exceptions with RTK 0.51.0 and repair the stale otel.environment citation. This custody update scopes the proxy recommendation to the listed exceptions and protects bare non-directory find names, including existing regular files. It refreshes the template's ten role carriers, current expected pins, native client block and checksum projections while preserving the upstream awareness block, role settings, original decision text and three historical measurement artifacts.

  • Content-repair base: b0b9f7522f27661a000a9f28f2a86dbca3ac6628; source fix b5d1323311a1657da914ce780d90a22b670947fe, final head 53c5153aa661fb37ea242ee8c4ffadfe8da6e3d0. No rebase in this update.
  • Lane: lane:foundation.
  • Owned paths: Codex instruction template and role carriers, renderer expectations, README, one catalog citation, an appended decision amendment and a new follow-up receipt. Registry and checksums are committed last.
  • The compact template is 8,191 bytes against the unchanged 8,192-byte bound.
  • Exclusion behavior depends on the installed RTK configuration; an explicit RTK prefix bypasses exclusions. This PR installs no exclusion configuration, hook or trust entry; Codex rtk hook: the plan's command-output row installs and trusts it (second of two; the user's relayed pointer yes) #705 owns that route.
  • The live description corrects the previous unlimited compact-log claim: upstream compact formats default to a 50-commit limit without an explicit count. The earlier 16-commit observations remain historical evidence and do not establish complete-history preservation.

Landing path: legacy READY PR assigned to this lane by command-center review023012Z, rank40. The co-op performs the new-head delta read with CI at <head>; the command center ACKs; 5f performs the single landing rebase and lands in rank order. That composition retains #803's seventh exception and #819's routing changes and must compact the combined carrier within its unchanged byte bound. Static literal preservation gives 8,191 plus the 163-byte SKILL line = 8,354, exceeding the strict <8192 bound; this is a prediction, not merged-head qualification. codex_roles.py:103-113 here and :106-116 in #803/#819 must be composed: retain the corrected bare-name/raw-diff clauses, the seven-exception citation/count and the navigation rules, rather than taking either module wholesale. The command center assigned the scoped trim and native read-back to the landing turn (A19/Q19). This content push neither lands nor changes host configuration.

SOTA sources

Evidence-class table

Claim Evidence class Command / receipt
Bare-name dispatch and compact-log default source_review Pinned upstream locators above
Earlier RTK rewrite, exclusion and exit behavior Historical local_integration Existing unchanged 2026-10-04 probe artifacts; no new run
Current rendered carriers, protected bytes and role settings local_integration Native renderer, byte comparisons and checksum checks; custody receipt
Current expected instruction/citation controls synthetic Existing test modules and mutation controls; no upstream acceptance claim

Local commands run

One combined run of the six touched modules, under CI=true/umask022 and nice19/ionice-c3:

python3 -B -m unittest tests.test_codex_agents tests.test_codex_worker_lane tests.test_managed_block tests.test_codex_roles tests.test_new_wsl_client_config tests.test_upstream_surface_watch
exit0; 502 tests / 133.918 seconds / 18 skips
python3 tools/adoption/new_wsl_client_config.py --check
exit0; inherited mcp-inspector plan warnings retained
sha256sum --check --strict SHA256SUMS
exit0 in both Codex checksum directories (two carrier and three worker files)
host_receipts.register_file for 22 changed/new inputs
exit0
python3 scripts/component_matrix.py --write
exit0; no generated content diff
python3 scripts/new_host_grand_list.py --write
exit0; no generated content diff
python3 scripts/validate.py
exit0; 69 components / 10,098 registered files / 4 profiles / 202 receipts
git diff --check
exit0; final worktree clean

The full upstream-surface module includes both previously failing disposition assertions; no duplicate focused run, full repository matrix, RTK probe or model call. Complete logs are durable at lanes/codex-token-parity-work/709-20261007/. The new receipt records actual test/render checks; validator acceptance is recorded externally in the status and this body, leaving its validator field null to avoid claiming a result before validation. Independent source review confirmed the exact protected bytes, all ten role settings and the scoped citation. Last commit contains only the two Codex SHA256SUMS files and evidence registry. Fresh hosted CI and command-center acceptance at the new head remain pending.

Decision record

docs/decisions/2026-10-04-rtk-051-f4-exceptions.md, appended Amendment (2026-10-07). Original 16,010-byte decision prefix and its recorded results are byte-identical. New follow-up: evidence/artifacts/rtk-f4-custody-20261007/receipt.json.

Host evidence

No new host receipt or host change. No real client file, hook configuration, trust store, credential file or service was read or modified by this update. Historical scratch-HOME runs remain dated observations. Fresh host acceptance belongs to the command center's approved route.

Checklist

  • No GitHub Actions change.
  • No secret value or credential file read, printed or committed; no new required secret.
  • No paid hosting or billing surface.
  • Peer-owned files and worktrees preserved.
  • Source owner repairs content only; co-op/command center/5f retain review, ACK and landing custody.

Scout and others added 6 commits October 4, 2026 20:34
…rements (F4, ten carriers, template, roles)

The exceptions are configuration-dependent: with rtk's upstream defaults its hook rewrites git show REV:path, diff,
jq and git branch; only with the rtk exclusions config (fixtures/rtk-hook-exclusions.toml form) are they left
alone, and an explicit rtk prefix bypasses the exclusions. git log rows follow the measured behaviour (bare: capped
at 10, merges dropped, no notice; --stat: capped with a notice, merge kept; --oneline/--format: no merges, no cap;
-n keeps merges). The find exception and its role sentence are retired (an explicit missing path exits 1 like
find on every pinned host). Template 8,190 of 8,192 bytes; ten carriers verbatim; both SHA256SUMS and the new-WSL
blocks regenerated. Evidence: #701's probe re-run unchanged here with a scratch HOME (byte-equal output) plus 58
supplementary native results.
GPT-6.1 Sol build rtk-f4 (3 rounds) through the packaged SDK worker; the coordinator commits.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…fore the final hot-file commit

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
… (hot-file protocol: every hot-file edit in the last commit)

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…ions config; bare-name find exception restored; diff exit codes; evidence moved out of .tmp-build (Opus p1s + p2s)

GPT-6.1 Sol repair round rtk-f4-r1 (answers the Claude Opus batch-7 read) through the packaged SDK worker; the
coordinator commits.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…fore the final hot-file commit

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
… (hot-file protocol: every hot-file edit in the last commit)

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@seathatflowsinourveins seathatflowsinourveins added the lane:foundation Foundation lane: Claude/Codex setup, hosts, memory, RAG, research, workers label Oct 5, 2026
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💡 Codex Review

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Reviewed commit: 49ba964d18

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Comment thread adoption/templates/codex.AGENTS.template.md Outdated
Comment thread adoption/templates/codex.AGENTS.template.md Outdated
Scout and others added 3 commits October 4, 2026 23:34
- The new-WSL client-configuration decision record starts from main's generated sections,
  keeps this branch's conditional F4 narrative with its rtk@e001f773 citations, corrects the
  exception count to six, and refreshes both current projections with --check --markdown
  (Claude 58/58 lines, Codex 65/65, no unit left out).
- docs/harness-defaults.md keeps main's text and adds this branch's F4 correction row.
- The auto-merged codex.AGENTS.template.md came to 8198 bytes. Its log directive was
  shortened without changing its guidance, bringing it to 8191 bytes within the 8192 budget.
  The ten verbatim carriers and both SHA256SUMS are synchronized.
- Regenerated adoption/new-wsl/codex-user-instructions.md with --write-blocks.
- Registry: main plus this branch's rows; 29 files re-registered last.

Resolved by GPT-6.1 Sol through the packaged SDK worker (round rtk-f4-merge); committed by the
coordinator.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…fore the final hot-file commit

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
… (hot-file protocol: every hot-file edit in the last commit)

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
seathatflowsinourveins added a commit that referenced this pull request Oct 7, 2026
### Scope

Route catalog lookup through QMD's lexical queries and bounded document retrieval; use SocratiCode for semantic catalog search at the main checkout's projectPath. Keep reranking available and prohibit qmd embed/pull. Update current maintenance recipes and native instruction carriers through the repository renderers.

Existing Serena consumers read its manual before navigation, and jCodeMunch consumers obtain the current guide before a typed route with the actual caller model and execution off. Four existing Claude roles gain only Serena's manual tool. Reviewer/builder keep their no-menu boundary, and a focused read of a known path and line remains valid.

This landing repair appends the preregistration's Amendment4 to bind the deliberately changed role bodies and compacts lane-authored RTK explanations within the unchanged compact and startup budgets. The entire composed pre-RTK prefix, upstream awareness, owner's blocks, exact SKILL line, seven exceptions, models and effort are preserved. Prior amendment rows, observations, seals and RUNBOOK bytes remain unchanged.

The canonical code-graph rename is prepared as a separate patch and is excluded from this head under command-center ruling081016Z. Main's existing names remain in both templates, the map, fixtures and carriers. The protected lane token requires the owner's word before the rename can land. Until that follow-up, this host's Claude code-graph access is through the vendor's hook channel only; the stale MCP carrier id is a recorded limitation and is not claimed fixed.

- Base commit: `c44993b379da25fae923dbbe70188978af5104aa` (verified native source; #803 already landed).
- Lane: `lane:foundation`; draft.
- Head: `9985e468fa4997d22630714b2fa6a76666e3cda9`. Native bytes: compact 8076 <8192, rendered 9142, three-file startup 20101 <=20103; full Claude block 4087 <=4100. These are byte gates, not token-use measurements.
- Owned paths: token-lane carriers and their paired handbook text, minimal manual grants and mirrors, Codex template/rendered copies, native loader/routing/sequence tests, current recipes and generated handbook, append-only decisions/preregistration amendment, follow-up receipts and checksum/registry projections.
- ROLE-CARRIER-GAPS and ROLE-GRANTS are separate future work and stay out of this change.

Landing path: explicit command-center cue070358Z and fallback ruling081016Z permit one pushed rebase/content repair onto then-current main while #802/#813/#830 land. The co-op performs the new-head delta read with its CI result; the command center ACKs; 5f lands. A further pushed rebase requires the separate dated landing-conflict cue. Host configuration, cutover and fresh-session/working-day acceptance belong to their owners.

## SOTA sources

- [QMD v2.8.3 lexical query](https://github.com/tobi/qmd/blob/v2.8.3/src/mcp/server.ts#L294), [typed searches/rerank](https://github.com/tobi/qmd/blob/v2.8.3/src/mcp/server.ts#L321) and [document retrieval](https://github.com/tobi/qmd/blob/v2.8.3/src/mcp/server.ts#L412): native lexical subqueries, retrieval and optional rerank. Rerank defaults true (:334-335). [README maintenance syntax:1033-1037](https://github.com/tobi/qmd/blob/v2.8.3/README.md#L1033-L1037) supplies bounded commands.
- [SocratiCode v1.15.0 codebase_search](https://github.com/giancarloerra/SocratiCode/blob/v1.15.0/src/index.ts#L138): semantic search at an absolute projectPath. Owner ruling224125Z selects the routing and preserves rerank-on acceptance; this PR performs no host cutover.
- [Serena c6fbd1c5 manual order](https://github.com/oraios/serena/blob/c6fbd1c5932df2494ffa0020af5a9fbe80b82143/src/serena/resources/config/prompt_templates/system_prompt.yml#L5-L6), [manual tool:28-40](https://github.com/oraios/serena/blob/c6fbd1c5932df2494ffa0020af5a9fbe80b82143/src/serena/tools/workflow_tools.py#L28-L40) and [project/session binding:44-49](https://github.com/oraios/serena/blob/c6fbd1c5932df2494ffa0020af5a9fbe80b82143/src/serena/tools/config_tools.py#L44-L49): manual first, active cwd project and returned session id for switches.
- [jCodeMunch 1.108.330, 28803366, typed route:446-463](https://github.com/jgravelle/jcodemunch-mcp/blob/288033668f0425ab0547f420dd647c14bd186c7f/src/jcodemunch_mcp/server.py#L446-L463), [guide:4743-4752](https://github.com/jgravelle/jcodemunch-mcp/blob/288033668f0425ab0547f420dd647c14bd186c7f/src/jcodemunch_mcp/server.py#L4743-L4752) and [policy:101-128](https://github.com/jgravelle/jcodemunch-mcp/blob/288033668f0425ab0547f420dd647c14bd186c7f/src/jcodemunch_mcp/cli/policy.py#L101-L128): guide-first and typed task/model route. These files are unchanged at target1.108.331/d94049d0. The executable schema corrects the guide's query example; no new adaptive-tier setting or upstream rebuild.
- `native-agent-stack@c44993b:tests/test_token_e2e_preregistration.py:637-663,905-909`: later dated role-pin amendment and sealed RUNBOOK contracts. Amendment4 preserves every earlier row/seal and extends the current-row selector. The command center records merge chronology at landing; this is a structural repair and authorizes no run.
- [DeusData/codebase-memory-mcp v0.11.0 release](https://github.com/DeusData/codebase-memory-mcp/releases/tag/v0.11.0), the repository's pinned component, and the command center's native-client read-back identify the canonical server name. Its proposed client-key/wire-id/owner-token correction is kept in the separate patch, preserving every payload and strict fixture. Ruling081016Z explicitly keeps main's names in this publication while the owner's instruction-token decision remains open.
- RTK explanation provenance: `native-agent-stack@2d849ba` (#726) and `@50b9579` (#389), `adoption/templates/codex.AGENTS.template.md` after its exceptions marker. The eight explanations shorten while all facts and protected bytes remain. Command-center064832Z accepted their class and scoped wording.
- Native helpers at `native-agent-stack@c44993b`: `tools/adoption/managed_block.py:169` (`codex_block`), `tools/adoption/codex_roles.py:287` (`f4_block`), `scripts/host_receipts.py:710` (`register_file`), `docs/lanes.md:94-128`. Current generated inventory/handbook and checksum bindings use those repository tools; historical receipts and the frozen catalog passage are preserved.

### Evidence-class table

| Claim | Evidence class | Command / receipt |
| --- | --- | --- |
| Documented native routing/manual/guide interfaces | source_review | Pinned upstream files above |
| Carrier rendering, protected bytes, new body pins and tool ids | local_integration | Existing native helpers, hashes and required modules |
| Permission/sequence/byte-mutant/frozen-row controls | synthetic | Existing tests with assertions preserved |
| Deployed use and token savings | Pending owner evidence | No model, host apply or working-day measurement in this repair |

### Local commands run

```text
$ CI=true nice -n 19 ionice -c3 python3 -B -m unittest tests.test_token_lanes_session_start tests.test_token_lanes_subagent_start tests.test_scaffold_repo tests.test_new_wsl_handbook tests.test_adoption_docs_consistency tests.test_codex_agents tests.test_codex_roles tests.test_codex_worker_lane tests.test_token_e2e_preregistration tests.test_new_wsl_client_config.RecordTests tests.test_install_claude_profile tests.test_managed_block tests.test_task_model_routing tests.test_new_wsl_client_config.MapTests tests.test_new_wsl_client_config.AgentGapTests tests.test_new_wsl_client_config.RenderTests tests.test_new_wsl_client_config.ApplyTests.test_the_first_run_writes_what_the_wired_pieces_name_and_nothing_else
exit 0; Ran 595 tests in 109.929s; OK (skipped=14)

$ CI=true nice -n 19 ionice -c3 python3 -B -m unittest tests.test_install_claude_profile tests.test_adoption_docs_consistency tests.test_new_wsl_client_config.RecordTests
exit 0; Ran 150 tests in 16.306s; OK (skipped=2)

$ CI=true nice -n 19 ionice -c3 node examples/claude-native/workflows/test-envelope.mjs
exit 0; SUMMARY passed=254 failed=0 total=254

$ CI=true nice -n 19 ionice -c3 python3 -B tools/adoption/new_wsl_client_config.py --check --markdown
exit 0

$ CI=true nice -n 19 ionice -c3 python3 -B scripts/build_new_wsl_handbook.py --check
exit 0
```

The passing 595-test run is retained on unchanged source/assertion inputs from the pre-window checkpoint; the 150-test run checks the concrete relocation-fixture and workflows-README changes in the new main base. Their counts overlap and are not added. The fresh Node run passes 254/254. Strict checksums in both Codex directories and the Claude hook directory, plus `git diff --check`, exit 0. All three Amendment-4 role digests were re-derived in both copies and are unchanged from the previous published head.

```text
$ CI=true nice -n 19 ionice -c3 python3 -B scripts/validate.py
exit 0; 69 components, 10,482 hashed files, 4 profiles, 224 receipts, status passed
```

The earlier landing composition used source `630b6ece8485a7710ea51321682d5a12e364e25c` and hot commit `5703ef1061b982078038425fada888fd35153868`; its native checks and source-critic result are retained. The authorized locator follow-up changes only `catalogs/foundation/upstream-surface-dispositions.json` and that file's registry row: the `otel.environment` citation now points to the command at `examples/codex-native/README.md:214`. Source commit `2b36cfee` is followed by registry-last commit `9985e468fa4997d22630714b2fa6a76666e3cda9`, with no further rebase. Claude/Codex instruction bytes, role hashes, historical records, namespace and byte budgets remain unchanged.

The registry starts from exact main `c44993b379da25fae923dbbe70188978af5104aa`, registers the same 67 changed-file rows through the native producer, and preserves main's receipt and convergence arrays. The two-file correction passed the 114-test citation module, the two exact failing methods and a second native validator run. The worktree is clean; the shifted-citation scan found no other current target to repair. Historical before/after references remain intact.

```text
$ CI=true nice -n 19 ionice -c3 python3 -B -m unittest tests.test_upstream_surface_watch
exit 0; 114 tests, 6 skipped

$ CI=true nice -n 19 ionice -c3 python3 -B -m unittest tests.test_upstream_surface_watch.DispositionCitationTests.test_every_cited_line_names_the_key tests.test_upstream_surface_watch.DispositionCitationTests.test_a_dotted_key_has_its_parent_near_the_citation
exit 0; 2 tests

$ CI=true nice -n 19 ionice -c3 python3 -B scripts/validate.py
exit 0; integrity and scope passed
```

The hosted run at5703 returned two failures in11,495 tests because the documentation locator moved. A reviewed locator still gates when its repository test fails. This follow-up closes that exact contract; it adds no assertion waiver or namespace change.

Read-only overlap metadata checked all 47 open PRs, including full file pagination where needed. Source overlaps: #645, #706, #709, #754, #769, #770, #775, #776, #795, #810, #821, #826, #829. Shared registry/checksum paths use the hot-file protocol; no peer branch is changed.

Earlier failed CI at3ba ran11,381tests and failed six role-body-pin subcases; its complete failed log is retained privately. The failed 560-test and earlier 595-test preparation runs also remain retained. This repair uses a dated amendment, preserves the older source evidence and strict current-body comparison, and performs no full-suite or provider acceptance run. Validator results are integrity and scope evidence only.

### Decision record

`docs/decisions/2026-10-06-qmd-lexical-catalog-instructions.md` and `docs/decisions/2026-10-07-serena-jcodemunch-native-navigation-wiring.md`, with appended clarifications and the new landing follow-up, explain the behavior and limits. The preregistration README gains Amendment4 only; its RUNBOOK and earlier sealed records stay byte-identical. No prior result is recast as a new run.

### Host evidence

Repository-only change. No live instruction file, MCP registration, hook trust, client setting, gateway setting/key or model session changed. Source/render checks and synthetic fixtures remain distinct from the configuration owner's read-back and organic-use acceptance.

### Checklist

- [x] No GitHub Actions or paid service change.
- [x] No credentials, raw conversations or live client configuration committed.
- [x] Models, effort, owner's blocks and historical observations preserved.
- [x] Peer-owned worktrees and source preserved.
- [x] Native validation passed; changed checksums/registry committed last at the final head.

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