merge: preserve project and user Codex configuration source 3253

.codex/config.toml

@@ -1,108 +1,27 @@
 #:schema https://developers.openai.com/codex/config-schema.json
 
-# ECC — Codex Reference Configuration
+# ECC project-scoped reference: guidance, features and local role definitions.
+# Trusted-project loading, precedence and supported keys depend on the Codex
+# version and higher-level policy. Omitted settings inherit other config layers.
+# This file does not certify effective permissions or prevent configured tools
+# from running. The referenced role files retain their read-only sandbox requests.
 #
-# Copy this file to ~/.codex/config.toml for global defaults, or keep it in
-# the project root as .codex/config.toml for project-local settings.
-#
-# Official docs:
-# - https://developers.openai.com/codex/config-reference
-# - https://developers.openai.com/codex/multi-agent
+# Explicit user installs use the separate user-config.example.toml reference.
+# Do not copy this project file as an equivalent user-level baseline. The user
+# reference preserves ECC's existing runtime defaults, profiles and integrations;
+# review them before installation. Current Codex docs ignore notify/profiles in
+# project config; that is not a universal claim about older versions.
+# https://developers.openai.com/codex/config-reference
+# https://developers.openai.com/codex/multi-agent
 
-# Model selection
-# Leave `model` and `model_provider` unset so Codex CLI uses its current
-# built-in defaults. Uncomment and pin them only if you intentionally want
-# repo-local or global model overrides.
-
-# Top-level runtime settings (current Codex schema)
-approval_policy = "on-request"
-sandbox_mode = "workspace-write"
-web_search = "live"
-
-# External notifications receive a JSON payload on stdin.
-notify = [
-  "terminal-notifier",
-  "-title", "Codex ECC",
-  "-message", "Task completed!",
-  "-sound", "default",
-]
-
-# Persistent instructions are appended to every prompt (additive, unlike
-# model_instructions_file which replaces AGENTS.md).
+# Leave top-level model and model_provider unset to inherit other/default choices.
+# Existing ECC instruction key retained for sync compatibility, without claiming
+# support in every Codex version. Consult the supported version's reference.
 persistent_instructions = "Follow project AGENTS.md guidelines. Use available MCP servers when they can help."
 
-# model_instructions_file replaces built-in instructions instead of AGENTS.md,
-# so leave it unset unless you intentionally want a single override file.
-# model_instructions_file = "/absolute/path/to/instructions.md"
-
-# MCP servers
-# Keep the default project set lean. API-backed servers inherit credentials from
-# the launching environment or can be supplied by a user-level ~/.codex/config.toml.
-[mcp_servers.github]
-command = "npx"
-args = ["-y", "@modelcontextprotocol/server-github"]
-startup_timeout_sec = 30
-
-[mcp_servers.context7]
-command = "npx"
-# Canonical Codex section name is `context7`; the package itself remains
-# `@upstash/context7-mcp`.
-args = ["-y", "@upstash/context7-mcp@latest"]
-startup_timeout_sec = 30
-
-[mcp_servers.exa]
-command = "npx"
-args = ["-y", "mcp-remote", "https://mcp.exa.ai/mcp"]
-startup_timeout_sec = 30
-
-[mcp_servers.memory]
-command = "npx"
-args = ["-y", "@modelcontextprotocol/server-memory"]
-startup_timeout_sec = 30
-
-[mcp_servers.playwright]
-command = "npx"
-args = ["-y", "@playwright/mcp@latest", "--extension"]
-startup_timeout_sec = 30
-
-[mcp_servers.sequential-thinking]
-command = "npx"
-args = ["-y", "@modelcontextprotocol/server-sequential-thinking"]
-startup_timeout_sec = 30
-
-# Additional MCP servers (uncomment as needed):
-# [mcp_servers.supabase]
-# command = "npx"
-# args = ["-y", "supabase-mcp-server@latest", "--read-only"]
-#
-# [mcp_servers.firecrawl]
-# command = "npx"
-# args = ["-y", "firecrawl-mcp"]
-#
-# [mcp_servers.fal-ai]
-# command = "npx"
-# args = ["-y", "fal-ai-mcp-server"]
-#
-# [mcp_servers.cloudflare]
-# command = "npx"
-# args = ["-y", "@cloudflare/mcp-server-cloudflare"]
-
 [features]
-# Codex multi-agent collaboration is stable and on by default in current builds.
-# Keep the explicit toggle here so the repo documents its expectation clearly.
 multi_agent = true
 
-# Profiles — switch with `codex -p <name>`
-[profiles.strict]
-approval_policy = "on-request"
-sandbox_mode = "read-only"
-web_search = "cached"
-
-[profiles.yolo]
-approval_policy = "never"
-sandbox_mode = "workspace-write"
-web_search = "live"
-
 [agents]
 # Multi-agent role limits and local role definitions.
 # These map to `.codex/agents/*.toml` and mirror the repo's explorer/reviewer/docs workflow.

.codex/user-config.example.toml

@@ -0,0 +1,122 @@
+#:schema https://developers.openai.com/codex/config-schema.json
+
+# ECC user-install reference (a separate TOML document).
+# Legacy add-only sync and the native Codex home installer use this file.
+# Review these existing defaults and integrations before choosing to install them.
+# This is not the project config; .codex/config.toml contains project guidance.
+# Neither reference certifies effective permissions or runtime compatibility.
+# CLI overrides, supported Codex versions and administrator policy still matter.
+# https://developers.openai.com/codex/config-reference
+# https://developers.openai.com/codex/multi-agent
+
+# Model selection
+# Leave `model` and `model_provider` unset so Codex CLI uses its current
+# built-in defaults. Uncomment and pin them only if you intentionally want
+# user-level model overrides.
+
+# Existing ECC user-level runtime defaults.
+approval_policy = "on-request"
+sandbox_mode = "workspace-write"
+web_search = "live"
+
+# Optional external notification command, preserved from the user reference.
+notify = [
+  "terminal-notifier",
+  "-title", "Codex ECC",
+  "-message", "Task completed!",
+  "-sound", "default",
+]
+
+# Existing ECC instruction key retained for sync compatibility.
+# Check the configuration reference for your supported Codex version.
+persistent_instructions = "Follow project AGENTS.md guidelines. Use available MCP servers when they can help."
+
+# Optional instruction-file override; consult the supported version's semantics.
+# model_instructions_file = "/absolute/path/to/instructions.md"
+
+# MCP servers
+# Existing user-install registrations are preserved here as data.
+# Installing or running a server is a separate choice; no package pins are changed.
+[mcp_servers.github]
+command = "npx"
+args = ["-y", "@modelcontextprotocol/server-github"]
+startup_timeout_sec = 30
+
+[mcp_servers.context7]
+command = "npx"
+# Canonical Codex section name is `context7`; the package itself remains
+# `@upstash/context7-mcp`.
+args = ["-y", "@upstash/context7-mcp@latest"]
+startup_timeout_sec = 30
+
+[mcp_servers.exa]
+command = "npx"
+args = ["-y", "mcp-remote", "https://mcp.exa.ai/mcp"]
+startup_timeout_sec = 30
+
+[mcp_servers.memory]
+command = "npx"
+args = ["-y", "@modelcontextprotocol/server-memory"]
+startup_timeout_sec = 30
+
+[mcp_servers.playwright]
+command = "npx"
+args = ["-y", "@playwright/mcp@latest", "--extension"]
+startup_timeout_sec = 30
+
+[mcp_servers.sequential-thinking]
+command = "npx"
+args = ["-y", "@modelcontextprotocol/server-sequential-thinking"]
+startup_timeout_sec = 30
+
+# Additional MCP servers (uncomment as needed):
+# [mcp_servers.supabase]
+# command = "npx"
+# args = ["-y", "supabase-mcp-server@latest", "--read-only"]
+#
+# [mcp_servers.firecrawl]
+# command = "npx"
+# args = ["-y", "firecrawl-mcp"]
+#
+# [mcp_servers.fal-ai]
+# command = "npx"
+# args = ["-y", "fal-ai-mcp-server"]
+#
+# [mcp_servers.cloudflare]
+# command = "npx"
+# args = ["-y", "@cloudflare/mcp-server-cloudflare"]
+
+[features]
+# Preserve ECC's explicit multi-agent setting.
+multi_agent = true
+
+# Named profiles are available for explicit selection; defining one does not select it.
+# The default above remains on-request. Approval and sandbox policy are separate.
+# Select a supported profile explicitly with `codex -p <name>`.
+[profiles.strict]
+approval_policy = "on-request"
+sandbox_mode = "read-only"
+web_search = "cached"
+
+[profiles.yolo]
+approval_policy = "never"
+sandbox_mode = "workspace-write"
+web_search = "live"
+
+[agents]
+# Multi-agent role limits and local role definitions.
+# These map to `.codex/agents/*.toml` and mirror the repo's explorer/reviewer/docs workflow.
+max_threads = 6
+max_depth = 1
+
+[agents.explorer]
+description = "Read-only codebase explorer for gathering evidence before changes are proposed."
+config_file = "agents/explorer.toml"
+
+[agents.reviewer]
+description = "PR reviewer focused on correctness, security, and missing tests."
+config_file = "agents/reviewer.toml"
+
+[agents.docs_researcher]
+description = "Documentation specialist that verifies APIs, framework behavior, and release notes."
+config_file = "agents/docs-researcher.toml"

scripts/codex/merge-codex-config.js

@@ -2,7 +2,7 @@
 'use strict';
 
 /**
- * Merge the non-MCP Codex baseline from `.codex/config.toml` into a target
+ * Merge the non-MCP Codex baseline from `.codex/user-config.example.toml` into a target
  * `config.toml` without overwriting existing user choices.
  *
  * Strategy: add-only.
@@ -219,7 +219,7 @@ function main() {
     process.exit(1);
   }
 
-  const referencePath = path.join(__dirname, '..', '..', '.codex', 'config.toml');
+  const referencePath = path.join(__dirname, '..', '..', '.codex', 'user-config.example.toml');
   if (!fs.existsSync(referencePath)) {
     console.error(`[ecc-codex] Reference config not found: ${referencePath}`);
     process.exit(1);

scripts/lib/install-targets/codex-home.js

@@ -1,6 +1,10 @@
-const { HOME_INSTALL_EXCLUDED_SOURCE_PATHS, createInstallTargetAdapter } = require('./helpers');
+const fs = require('fs');
+const path = require('path');
+const {
+  HOME_INSTALL_EXCLUDED_SOURCE_PATHS, createInstallTargetAdapter, createManagedOperation,
+} = require('./helpers');
 
-module.exports = createInstallTargetAdapter({
+const adapter = createInstallTargetAdapter({
   id: 'codex-home',
   target: 'codex',
   kind: 'home',
@@ -9,3 +13,35 @@ module.exports = createInstallTargetAdapter({
   nativeRootRelativePath: '.codex',
   excludedSourcePaths: HOME_INSTALL_EXCLUDED_SOURCE_PATHS,
 });
+
+const USER_REFERENCE = '.codex/user-config.example.toml';
+
+module.exports = Object.freeze({
+  ...adapter,
+  planOperations(input = {}) {
+    // Delegate the existing platform filters, exclusions and scaffold metadata.
+    return adapter.planOperations(input).flatMap(operation => {
+      if (operation.sourceRelativePath !== '.codex') return [operation];
+      // Abstract metadata-only plans need no filesystem. A selected real source
+      // must not silently fall back to the narrower project config.
+      if (input.repoRoot && fs.existsSync(input.repoRoot)) {
+        let stat;
+        try {
+          stat = fs.lstatSync(path.join(input.repoRoot, USER_REFERENCE));
+        } catch (error) {
+          if (error.code !== 'ENOENT') throw error;
+        }
+        if (!stat || !stat.isFile() || stat.isSymbolicLink()) {
+          throw new Error('Codex user reference must exist as a regular file');
+        }
+      }
+      // The planner materializes these operations, then keeps the last copy per
+      // destination before preview/state/apply. Only the user reference survives.
+      return [operation, createManagedOperation({
+        moduleId: operation.moduleId,
+        sourceRelativePath: USER_REFERENCE,
+        destinationPath: path.join(operation.destinationPath, 'config.toml'),
+      })];
+    });
+  },
+});

tests/codex-config.test.js

@@ -7,6 +7,13 @@
 const assert = require('assert');
 const fs = require('fs');
 const path = require('path');
+const os = require('os');
+const { spawnSync } = require('child_process');
+const TOML = require('@iarna/toml');
+// Copied fixture scripts need the parent's resolved dependency, even without NODE_PATH.
+const tomlDependencyRoot = path.resolve(
+  path.dirname(require.resolve('@iarna/toml/package.json')), '..', '..'
+);
 
 function test(name, fn) {
   try {
@@ -112,6 +119,148 @@ if (
   passed++;
 else failed++;
 
+
+function readUserReference() {
+  return TOML.parse(fs.readFileSync(path.join(repoRoot, '.codex', 'user-config.example.toml'), 'utf8'));
+}
+
+function withMergeFixture(fn) {
+  const root = fs.mkdtempSync(path.join(os.tmpdir(), 'ecc-codex-reference-'));
+  try {
+    const scriptDir = path.join(root, 'scripts', 'codex');
+    fs.mkdirSync(scriptDir, { recursive: true });
+    fs.mkdirSync(path.join(root, '.codex'));
+    const script = path.join(scriptDir, 'merge-codex-config.js');
+    fs.copyFileSync(path.join(repoRoot, 'scripts', 'codex', 'merge-codex-config.js'), script);
+    for (const name of ['config.toml', 'user-config.example.toml']) {
+      const source = path.join(repoRoot, '.codex', name);
+      if (fs.existsSync(source)) fs.copyFileSync(source, path.join(root, '.codex', name));
+    }
+    const target = path.join(root, 'target.toml');
+    fs.writeFileSync(target, '');
+    const run = (...args) => spawnSync(process.execPath, [script, target, ...args], {
+      cwd: root, shell: false, encoding: 'utf8', input: '', timeout: 5000,
+      maxBuffer: 128 * 1024,
+      env: {
+        PATH: path.dirname(process.execPath), HOME: root, USERPROFILE: root,
+        TMPDIR: root, TMP: root, TEMP: root,
+        NODE_PATH: tomlDependencyRoot,
+      },
+    });
+    fn({ root, target, run });
+  } finally {
+    fs.rmSync(root, { recursive: true, force: true });
+  }
+}
+
+const checks = [
+  ['project config has only the intended guidance, feature and role keys', () => {
+    const project = TOML.parse(config);
+    assert.deepStrictEqual(Object.keys(project).sort(), ['agents', 'features', 'persistent_instructions']);
+    assert.deepStrictEqual(project.features, { multi_agent: true });
+    assert.strictEqual(project.persistent_instructions,
+      'Follow project AGENTS.md guidelines. Use available MCP servers when they can help.');
+    assert.deepStrictEqual(Object.keys(project.agents).sort(),
+      ['docs_researcher', 'explorer', 'max_depth', 'max_threads', 'reviewer']);
+    assert.strictEqual(project.agents.max_threads, 6);
+    assert.strictEqual(project.agents.max_depth, 1);
+  }],
+  ['user reference preserves root defaults and explicit profiles in their own tables', () => {
+    const user = readUserReference();
+    assert.deepStrictEqual(Object.keys(user).sort(), [
+      'agents', 'approval_policy', 'features', 'mcp_servers', 'notify',
+      'persistent_instructions', 'profiles', 'sandbox_mode', 'web_search',
+    ]);
+    assert.strictEqual(user.approval_policy, 'on-request');
+    assert.strictEqual(user.sandbox_mode, 'workspace-write');
+    assert.strictEqual(user.web_search, 'live');
+    assert.deepStrictEqual(user.notify,
+      ['terminal-notifier', '-title', 'Codex ECC', '-message', 'Task completed!', '-sound', 'default']);
+    assert.deepStrictEqual(user.profiles, {
+      strict: { approval_policy: 'on-request', sandbox_mode: 'read-only', web_search: 'cached' },
+      yolo: { approval_policy: 'never', sandbox_mode: 'workspace-write', web_search: 'live' },
+    });
+    assert.ok(!Object.hasOwn(user, 'profile'), 'Defining a profile must not select it');
+  }],
+  ['user reference preserves guidance, role mappings and existing MCP data', () => {
+    const user = readUserReference();
+    const project = TOML.parse(config);
+    for (const key of ['persistent_instructions', 'features', 'agents']) {
+      assert.deepStrictEqual(user[key], project[key]);
+    }
+    const args = {
+      github: ['-y', '@modelcontextprotocol/server-github'],
+      context7: ['-y', '@upstash/context7-mcp@latest'],
+      exa: ['-y', 'mcp-remote', 'https://mcp.exa.ai/mcp'],
+      memory: ['-y', '@modelcontextprotocol/server-memory'],
+      playwright: ['-y', '@playwright/mcp@latest', '--extension'],
+      'sequential-thinking': ['-y', '@modelcontextprotocol/server-sequential-thinking'],
+    };
+    assert.deepStrictEqual(user.mcp_servers, Object.fromEntries(Object.entries(args).map(
+      ([name, values]) => [name, { command: 'npx', args: values, startup_timeout_sec: 30 }]
+    )));
+  }],
+  ['legacy merger adds the user baseline and is idempotent without installing MCP data', () => {
+    withMergeFixture(({ target, run }) => {
+      const first = run();
+      assert.strictEqual(first.status, 0, first.stderr);
+      const raw = fs.readFileSync(target, 'utf8');
+      const expected = readUserReference();
+      delete expected.mcp_servers;
+      assert.deepStrictEqual(TOML.parse(raw), expected);
+      assert.strictEqual(run().status, 0);
+      assert.strictEqual(fs.readFileSync(target, 'utf8'), raw);
+    });
+  }],
+  ['legacy merger preserves customized values, unknown tables and dry-run bytes', () => {
+    withMergeFixture(({ target, run }) => {
+      const custom = {
+        approval_policy: 'never', sandbox_mode: 'read-only', web_search: 'disabled',
+        notify: ['custom-notifier'], persistent_instructions: 'My instructions', extra: 'keep',
+        features: { multi_agent: false }, profiles: { strict: { sandbox_mode: 'workspace-write' } },
+        mcp_servers: { personal: { command: 'private-command' } },
+      };
+      const raw = TOML.stringify(custom);
+      fs.writeFileSync(target, raw);
+      assert.strictEqual(run('--dry-run').status, 0);
+      assert.strictEqual(fs.readFileSync(target, 'utf8'), raw);
+      const result = run();
+      assert.strictEqual(result.status, 0, result.stderr);
+      const merged = TOML.parse(fs.readFileSync(target, 'utf8'));
+      for (const key of ['approval_policy', 'sandbox_mode', 'web_search', 'notify',
+        'persistent_instructions', 'extra', 'features', 'mcp_servers']) {
+        assert.deepStrictEqual(merged[key], custom[key]);
+      }
+      assert.strictEqual(merged.profiles.strict.sandbox_mode, 'workspace-write');
+      assert.strictEqual(merged.profiles.strict.approval_policy, 'on-request');
+      assert.deepStrictEqual(merged.profiles.yolo, readUserReference().profiles.yolo);
+    });
+  }],
+  ['legacy merger rejects missing user reference without falling back to project config', () => {
+    withMergeFixture(({ root, target, run }) => {
+      fs.rmSync(path.join(root, '.codex', 'user-config.example.toml'), { force: true });
+      fs.writeFileSync(target, '# untouched\n');
+      const result = run();
+      assert.strictEqual(result.status, 1);
+      assert.match(result.stderr, /Reference config not found/);
+      assert.strictEqual(fs.readFileSync(target, 'utf8'), '# untouched\n');
+    });
+  }],
+  ['legacy merger rejects malformed target TOML without writing it', () => {
+    withMergeFixture(({ target, run }) => {
+      const raw = 'invalid = [\n';
+      fs.writeFileSync(target, raw);
+      const result = run();
+      assert.strictEqual(result.status, 1);
+      assert.match(result.stderr, /Failed to parse TOML/);
+      assert.strictEqual(fs.readFileSync(target, 'utf8'), raw);
+    });
+  }],
+];
+for (const [name, fn] of checks) {
+  if (test(name, fn)) passed++; else failed++;
+}
+
 console.log(`\nPassed: ${passed}`);
 console.log(`Failed: ${failed}`);
 process.exit(failed > 0 ? 1 : 0);

tests/lib/install-codex-config-preservation.test.js

@@ -13,6 +13,10 @@ const {
 } = require('../../scripts/lib/install-lifecycle');
 const { readInstallState, writeInstallState } = require('../../scripts/lib/install-state');
 
+const codexAdapter = require('../../scripts/lib/install-targets/codex-home');
+
+const USER_REFERENCE = 'user-config.example.toml';
+const PROJECT_CONFIG = '# Project-only configuration\n[features]\nmulti_agent = true\n';
 const SHARED_FILES = ['config.toml', 'AGENTS.md'];
 const TEMPLATES = {
   'config.toml': '# ECC defaults\nmodel = "example-model"\n',
@@ -50,6 +54,8 @@ function createFixture(t) {
     version: 1, profiles: { minimal: { description: 'Fixture', modules: ['platform-configs'] } },
   });
   for (const name of SHARED_FILES) writeFile(path.join(sourceRoot, '.codex', name), TEMPLATES[name]);
+  writeFile(path.join(sourceRoot, '.codex', USER_REFERENCE), TEMPLATES['config.toml']);
+  writeFile(path.join(sourceRoot, '.codex', 'config.toml'), PROJECT_CONFIG);
   writeFile(path.join(sourceRoot, 'scripts', 'independent-helper.js'), 'module.exports = "helper";\n');
   fs.mkdirSync(homeDir, { recursive: true });
   fs.mkdirSync(projectRoot, { recursive: true });
@@ -61,6 +67,7 @@ function createFixture(t) {
   }, options);
   return {
     sourceRoot,
+    template: name => path.join(sourceRoot, '.codex', name === 'config.toml' ? USER_REFERENCE : name),
     destination: name => path.join(homeDir, '.codex', name),
     statePath: path.join(homeDir, '.codex', 'ecc-install-state.json'),
     plan,
@@ -134,7 +141,7 @@ for (const name of SHARED_FILES) {
         operation.destinationPath === fixture.destination(name)
       ));
       if (stage === 'bridge') {
-        writeFile(path.join(fixture.sourceRoot, '.codex', name),
+        writeFile(fixture.template(name),
           `${TEMPLATES[name]}\n# Updated upstream template\n`);
       }
       const content = `${TEMPLATES[name]}\r\n# Saved after repair inspected the file\r\n`;
@@ -345,7 +352,7 @@ for (const name of SHARED_FILES) {
       const fixture = createFixture(t);
       fixture.install();
       const updated = `${TEMPLATES[name]}\n# New upstream default\n`;
-      writeFile(path.join(fixture.sourceRoot, '.codex', name), updated);
+      writeFile(fixture.template(name), updated);
 
       if (action === 'reinstall') fixture.install();
       else lifecycleResult(fixture.repair());
@@ -370,3 +377,131 @@ for (const name of SHARED_FILES) {
     assertPreserved(fixture, name, installedContent);
   });
 }
+
+function installOldConfigLedger(fixture) {
+  const projectPath = path.join(fixture.sourceRoot, '.codex', 'config.toml');
+  writeFile(projectPath, TEMPLATES['config.toml']);
+  try {
+    const plan = fixture.plan();
+    const oldOperation = plan.operations.find(operation => (
+      operation.destinationPath === fixture.destination('config.toml')
+    ));
+    assert.ok(oldOperation);
+    const useOldSource = operation => (
+      operation.destinationPath === oldOperation.destinationPath ? {
+        ...operation, sourceRelativePath: '.codex/config.toml', sourcePath: projectPath,
+      } : operation
+    );
+    // Both executable operations and the planned ledger describe the old source.
+    applyInstallPlan({
+      ...plan,
+      operations: plan.operations.map(useOldSource),
+      statePreview: { ...plan.statePreview, operations: plan.statePreview.operations.map(useOldSource) },
+    });
+    assert.equal(readInstallState(fixture.statePath).operations.find(operation => (
+      operation.destinationPath === fixture.destination('config.toml')
+    )).sourceRelativePath, '.codex/config.toml');
+  } finally {
+    writeFile(projectPath, PROJECT_CONFIG);
+  }
+}
+
+test('Codex native install uses one user-reference operation before preview, apply and state', t => {
+  const fixture = createFixture(t);
+  const plan = fixture.plan();
+  const selected = plan.operations.filter(operation => (
+    operation.destinationPath === fixture.destination('config.toml')
+  ));
+  assert.equal(selected.length, 1);
+  assert.equal(selected[0].sourceRelativePath, '.codex/user-config.example.toml');
+  assert.equal(previewInstallPlan(plan).operations.filter(operation => (
+    operation.destinationPath === fixture.destination('config.toml')
+  )).length, 1);
+  applyInstallPlan(plan);
+  assertPreserved(fixture, 'config.toml', TEMPLATES['config.toml']);
+  assertPreserved(fixture, 'AGENTS.md', TEMPLATES['AGENTS.md']);
+  assertPreserved(fixture, USER_REFERENCE, TEMPLATES['config.toml']);
+  const recorded = readInstallState(fixture.statePath).operations.filter(operation => (
+    operation.destinationPath === fixture.destination('config.toml')
+  ));
+  assert.equal(recorded.length, 1);
+  assert.equal(recorded[0].sourceRelativePath, '.codex/user-config.example.toml');
+});
+
+for (const invalid of ['missing', 'directory']) {
+  test(`selected Codex native install rejects ${invalid} user reference before writes`, t => {
+    const fixture = createFixture(t);
+    fs.unlinkSync(fixture.template('config.toml'));
+    if (invalid === 'directory') fs.mkdirSync(fixture.template('config.toml'));
+    assert.throws(() => fixture.install(), /Codex user reference.*regular file/);
+    assert.ok(!fs.existsSync(fixture.statePath));
+    assert.ok(!fs.existsSync(fixture.destination('config.toml')));
+    assert.ok(!fs.existsSync(fixture.destination('AGENTS.md')));
+    // Unselected native configuration must not block independent modules.
+    fixture.install(['helper-scripts']);
+    assert.ok(!fs.existsSync(fixture.destination('config.toml')));
+  });
+}
+
+test('Codex adapter preserves metadata-only planning and foreign/excluded filters', () => {
+  const operations = codexAdapter.planOperations({
+    homeDir: '/example',
+    modules: [{ id: 'platform-configs', paths: ['.codex', '.cursor', '.agents', 'scripts'] }],
+  });
+  assert.deepEqual(operations.map(operation => operation.sourceRelativePath),
+    ['.codex', '.codex/user-config.example.toml', 'scripts']);
+  assert.equal(operations[1].destinationPath, path.join('/example', '.codex', 'config.toml'));
+});
+
+for (const action of ['reinstall', 'repair']) {
+  for (const edited of [false, true]) {
+    test(`${action} preserves ownership through old config source migration (edited=${edited})`, t => {
+      const fixture = createFixture(t);
+      installOldConfigLedger(fixture);
+      const updated = `${TEMPLATES['config.toml']}# New explicit user reference\n`;
+      writeFile(fixture.template('config.toml'), updated);
+      const personal = `${TEMPLATES['config.toml']}# Personal change\n`;
+      if (edited) writeFile(fixture.destination('config.toml'), personal);
+      const result = action === 'reinstall' ? fixture.install() : lifecycleResult(fixture.repair());
+      assertPreserved(fixture, 'config.toml', edited ? personal : updated);
+      if (edited) {
+        assertWarning(result, 'config.toml');
+        assertUnmanaged(fixture, 'config.toml');
+      } else {
+        const operations = readInstallState(fixture.statePath).operations.filter(operation => (
+          operation.destinationPath === fixture.destination('config.toml')
+        ));
+        assert.equal(operations.length, 1);
+        assert.equal(operations[0].sourceRelativePath, '.codex/user-config.example.toml');
+        assert.equal(operations[0].ownership, 'managed');
+      }
+      lifecycleResult(fixture.doctor());
+      lifecycleResult(fixture.uninstall());
+      if (edited) assertPreserved(fixture, 'config.toml', personal);
+      else assert.ok(!fs.existsSync(fixture.destination('config.toml')));
+    });
+  }
+}
+
+test('old config source migration retains its digest after a raced user edit', t => {
+  const fixture = createFixture(t);
+  installOldConfigLedger(fixture);
+  const previous = readInstallState(fixture.statePath).operations.find(operation => (
+    operation.destinationPath === fixture.destination('config.toml')
+  ));
+  writeFile(fixture.template('config.toml'), `${TEMPLATES['config.toml']}# Upstream update\n`);
+  const personal = '# User saved during migration\n';
+  const { result, injected } = editAfterRepairInspection(
+    fixture, 'config.toml', personal, () => fixture.repair()
+  );
+  assert.ok(injected);
+  assert.equal(result.results[0].status, 'error');
+  assert.match(result.results[0].error, /Refusing.*user configuration.*changed after planning/);
+  assertPreserved(fixture, 'config.toml', personal);
+  const current = readInstallState(fixture.statePath).operations.find(operation => (
+    operation.destinationPath === fixture.destination('config.toml')
+  ));
+  assert.equal(current.contentSha256, previous.contentSha256);
+  lifecycleResult(fixture.uninstall());
+  assertPreserved(fixture, 'config.toml', personal);
+});