@minniexcode/codex-switch 0.0.6 → 0.0.8

package/docs/Reference/codex-config-reference.md

@@ -0,0 +1,604 @@
+# Codex Config Reference
+
+This document reorganizes the official Codex configuration docs into a practical reference for day-to-day use.
+
+It is not an official OpenAI document and it is not a line-by-line translation of the upstream pages.
+
+Sources used for this summary:
+
+- Advanced Configuration: https://developers.openai.com/codex/config-advanced
+- Configuration Reference: https://developers.openai.com/codex/config-reference
+
+Current against the official pages fetched on 2026-05-14.
+
+## 1. What this reference covers
+
+This guide focuses on three things:
+
+- where Codex reads configuration from
+- which configuration families matter most in practice
+- how the most important `config.toml` and `requirements.toml` keys fit together
+
+It intentionally summarizes and groups the official reference instead of reproducing every single key.
+
+## 2. Config files and state locations
+
+Codex stores local state under `CODEX_HOME`, which defaults to `~/.codex`.
+
+Common files there include:
+
+- `config.toml`: user-level local configuration
+- `auth.json`: file-based credentials when applicable
+- OS keychain/keyring: credential storage on supported systems
+- `history.jsonl`: local session history when history persistence is enabled
+- caches, logs, and other per-user state
+
+The official docs also distinguish between:
+
+- user config: `~/.codex/config.toml`
+- project config: `<repo>/.codex/config.toml`
+- admin-enforced requirements: `requirements.toml`
+
+## 3. Configuration layers and precedence
+
+Codex supports several ways to influence configuration.
+
+### 3.1 User config
+
+Your baseline settings usually live in:
+
+```toml
+~/.codex/config.toml
+```
+
+Use this for persistent defaults such as model choice, approval policy, sandbox mode, providers, notifications, and telemetry settings.
+
+### 3.2 Project config
+
+Codex can load repo-scoped overrides from:
+
+```toml
+<repo>/.codex/config.toml
+```
+
+Important behavior from the official docs:
+
+- Codex walks from the project root to the current working directory.
+- It loads every `.codex/config.toml` found along the way.
+- If the same key is defined multiple times, the layer closest to the current working directory wins.
+- Project-scoped config is loaded only for trusted projects.
+- If a project is untrusted, Codex ignores project-local `.codex/` config, hooks, and rules.
+- Relative paths inside a project config are resolved relative to the `.codex/` directory that contains that file.
+
+Related keys:
+
+- `project_root_markers`
+- `projects.<path>.trust_level`
+- `project_doc_max_bytes`
+- `project_doc_fallback_filenames`
+
+### 3.3 One-off CLI overrides
+
+For a single run, you can override settings from the command line.
+
+Preferred options:
+
+- use dedicated flags when available, such as `--model`
+- use `-c` or `--config` for arbitrary keys
+
+Examples from the official docs:
+
+```bash
+codex --model gpt-5.4
+codex --config model='"gpt-5.4"'
+codex --config sandbox_workspace_write.network_access=true
+codex --config 'shell_environment_policy.include_only=["PATH","HOME"]'
+```
+
+Important note:
+
+- `--config` values are parsed as TOML, not JSON
+- nested keys can use dot notation
+- if a value cannot be parsed as TOML, Codex treats it as a string
+
+### 3.4 Profiles
+
+Profiles are named sets of config overrides stored in `config.toml`.
+
+Official behavior:
+
+- define them under `[profiles.<name>]`
+- select one with `codex --profile <name>`
+- set a default profile with top-level `profile = "<name>"`
+- profiles are experimental
+- profiles are not currently supported in the Codex IDE extension
+- a selected profile can override `model_catalog_json`
+
+Core keys:
+
+- `profile`
+- `profiles.<name>.*`
+- `profiles.<name>.model_catalog_json`
+- `profiles.<name>.model_instructions_file`
+- `profiles.<name>.web_search`
+- `profiles.<name>.windows.sandbox`
+- profile-scoped versions of analytics, reasoning, personality, service tier, and OSS provider settings
+
+Example:
+
+```toml
+model = "gpt-5.4"
+approval_policy = "on-request"
+profile = "deep-review"
+
+[profiles.deep-review]
+model = "gpt-5-pro"
+model_reasoning_effort = "high"
+approval_policy = "never"
+```
+
+## 4. `config.toml` by topic
+
+### 4.1 Model, reasoning, and response style
+
+These keys define what model Codex uses and how it behaves.
+
+Common keys:
+
+- `model`: active model id, for example `gpt-5.5`
+- `model_reasoning_effort`: `minimal | low | medium | high | xhigh`
+- `model_reasoning_summary`: `auto | concise | detailed | none`
+- `model_verbosity`: `low | medium | high`
+- `model_context_window`: context window size
+- `model_auto_compact_token_limit`: threshold for automatic compaction
+- `service_tier`: `flex | fast`
+- `personality`: `none | friendly | pragmatic`
+- `plan_mode_reasoning_effort`: Plan-mode reasoning override
+
+Important notes from the official docs:
+
+- `model_reasoning_effort` applies to supported models using the Responses API
+- `model_verbosity` applies only to providers using the Responses API
+- Chat Completions providers ignore `model_verbosity`
+
+### 4.2 Web search
+
+Codex exposes web search as a first-class setting.
+
+Key:
+
+- `web_search`: `disabled | cached | live`
+
+Official behavior:
+
+- default is `"cached"`
+- cached mode uses an OpenAI-maintained index and does not fetch live pages
+- if you use `--yolo` or another full access sandbox setup, the default becomes `"live"`
+- use `"live"` for the most recent data
+- use `"disabled"` to remove the tool
+
+Legacy feature flags such as `features.web_search`, `features.web_search_cached`, and `features.web_search_request` still exist, but the official reference treats them as deprecated in favor of the top-level `web_search` key.
+
+### 4.3 Providers and API routing
+
+Codex separates the active provider id from the provider definitions.
+
+Core keys:
+
+- `model_provider`
+- `model_providers.<id>`
+- `model_providers.<id>.base_url`
+- `model_providers.<id>.env_key`
+- `model_providers.<id>.env_key_instructions`
+- `model_providers.<id>.http_headers`
+- `model_providers.<id>.env_http_headers`
+- `model_providers.<id>.query_params`
+- `model_providers.<id>.request_max_retries`
+
+Authentication options for custom providers include:
+
+- `env_key`
+- `experimental_bearer_token`
+- command-backed bearer token auth via `model_providers.<id>.auth.*`
+
+The official docs explicitly recommend `env_key` over direct bearer tokens.
+
+Built-in or reserved provider behavior:
+
+- `openai`, `ollama`, and `lmstudio` are reserved ids
+- they cannot be overridden by custom providers
+- `amazon-bedrock` is available as a built-in provider with nested AWS settings
+
+Related Bedrock keys:
+
+- `model_providers.amazon-bedrock.aws.profile`
+- `model_providers.amazon-bedrock.aws.region`
+
+### 4.3.1 `openai_base_url` vs custom providers
+
+If you only want to point the built-in OpenAI provider to a proxy, router, or residency-specific endpoint, use:
+
+```toml
+openai_base_url = "https://us.api.openai.com/v1"
+```
+
+Use a custom `model_providers.<id>` entry when you need a separate provider identity, different auth wiring, or custom headers/query params.
+
+### 4.3.2 OSS mode
+
+Codex can target local open-source backends when run with `--oss`.
+
+Key:
+
+- `oss_provider`: `lmstudio | ollama`
+
+If `--oss` is passed without an explicit provider, Codex uses `oss_provider` as the default local provider.
+
+### 4.4 Approval policy and sandboxing
+
+These keys control how much Codex can do without pausing and how much local access subprocesses receive.
+
+Main keys:
+
+- `approval_policy`
+- `approvals_reviewer`
+- `sandbox_mode`
+- `sandbox_workspace_write.network_access`
+- `sandbox_workspace_write.writable_roots`
+- `sandbox_workspace_write.exclude_slash_tmp`
+- `sandbox_workspace_write.exclude_tmpdir_env_var`
+- `windows.sandbox`
+- `windows.sandbox_private_desktop`
+
+Top-level `approval_policy` supports:
+
+- `untrusted`
+- `on-request`
+- `never`
+- granular mode:
+
+```toml
+approval_policy = { granular = {
+  sandbox_approval = true,
+  rules = true,
+  mcp_elicitations = false,
+  request_permissions = true,
+  skill_approval = true
+} }
+```
+
+Granular subkeys include:
+
+- `approval_policy.granular.sandbox_approval`
+- `approval_policy.granular.rules`
+- `approval_policy.granular.mcp_elicitations`
+- `approval_policy.granular.request_permissions`
+- `approval_policy.granular.skill_approval`
+
+Sandbox mode values:
+
+- `read-only`
+- `workspace-write`
+- `danger-full-access`
+
+This is the main policy combination most teams tune first:
+
+- approval strictness determines when Codex pauses
+- sandbox mode determines file and network boundaries
+
+### 4.5 Named permission profiles
+
+Codex also supports reusable permission profiles through:
+
+- `default_permissions`
+- `[permissions.<name>]`
+
+Built-in profile names:
+
+- `:read-only`
+- `:workspace`
+- `:danger-no-sandbox`
+
+Custom profiles can define filesystem and network policy, including:
+
+- `permissions.<name>.filesystem`
+- `permissions.<name>.network.enabled`
+- `permissions.<name>.network.mode`
+- `permissions.<name>.network.domains`
+- `permissions.<name>.network.proxy_url`
+- `permissions.<name>.network.socks_url`
+- `permissions.<name>.network.unix_sockets`
+
+Use this when sandbox defaults are not enough and you need a reusable local policy shape.
+
+### 4.6 Shell environment policy
+
+Codex lets you control which environment variables are passed to subprocesses.
+
+Main table:
+
+```toml
+[shell_environment_policy]
+inherit = "none"
+set = { PATH = "/usr/bin", MY_FLAG = "1" }
+ignore_default_excludes = false
+exclude = ["AWS_*", "AZURE_*"]
+include_only = ["PATH", "HOME"]
+```
+
+Important keys:
+
+- `shell_environment_policy.inherit`: `all | core | none`
+- `shell_environment_policy.set`
+- `shell_environment_policy.exclude`
+- `shell_environment_policy.include_only`
+- `shell_environment_policy.ignore_default_excludes`
+- `shell_environment_policy.experimental_use_profile`
+
+Official behavior:
+
+- filters are case-insensitive glob patterns
+- when `ignore_default_excludes = false`, Codex keeps the automatic `KEY` / `SECRET` / `TOKEN` filtering before your rules run
+
+This is the main tool for preventing secret leakage to subprocesses while still supplying required paths or flags.
+
+### 4.7 Instructions, AGENTS.md, and project guidance
+
+Codex supports both built-in instruction replacement and project document discovery.
+
+Relevant keys:
+
+- `model_instructions_file`
+- `project_doc_max_bytes`
+- `project_doc_fallback_filenames`
+
+Official behavior:
+
+- `model_instructions_file` replaces built-in instructions instead of relying on `AGENTS.md`
+- Codex reads `AGENTS.md` and related files and includes a limited amount of project guidance in the first turn
+- `project_doc_max_bytes` limits how much is read from each `AGENTS.md`
+- `project_doc_fallback_filenames` adds alternate filenames when `AGENTS.md` is missing
+
+### 4.8 Hooks, agents, and feature flags
+
+Codex has a large feature surface, but a few keys matter most for local config.
+
+Useful feature keys:
+
+- `features.codex_hooks`
+- `features.codex_git_commit`
+- `features.apps`
+- `features.memories`
+- `features.multi_agent`
+- `features.personality`
+- `features.shell_tool`
+- `features.shell_snapshot`
+- `features.fast_mode`
+
+The advanced config guide calls out hooks as experimental.
+
+Hook-related locations:
+
+- `~/.codex/hooks.json`
+- `~/.codex/config.toml`
+- `<repo>/.codex/hooks.json`
+- `<repo>/.codex/config.toml`
+
+Project-local hooks follow the same trust behavior as project-local config.
+
+### 4.9 Notifications and TUI options
+
+Codex supports both external notifications and TUI-native notifications.
+
+External notification key:
+
+- `notify`: command array that receives a JSON payload
+
+TUI notification keys:
+
+- `tui.notifications`
+- `tui.notification_method`: `auto | osc9 | bel`
+- `tui.notification_condition`: `unfocused | always`
+
+Other common TUI keys:
+
+- `tui.animations`
+- `tui.alternate_screen`
+- `tui.status_line`
+- `tui.terminal_title`
+- `tui.theme`
+- `tui.show_tooltips`
+
+The advanced config guide distinguishes:
+
+- `notify`: use this for webhooks, desktop notifiers, CI hooks, or any external side-channel
+- `tui.notifications`: built-in terminal notifications for the interactive UI
+
+### 4.10 History, citations, and local UX
+
+History keys:
+
+- `history.persistence`: `save-all | none`
+- `history.max_bytes`
+
+Official behavior:
+
+- local history is stored under `CODEX_HOME`
+- setting `history.persistence = "none"` disables local history persistence
+- if `history.max_bytes` is exceeded, Codex compacts the file by dropping the oldest entries
+
+Citation/terminal integration key:
+
+- `file_opener`: `vscode | vscode-insiders | windsurf | cursor | none`
+
+This controls how file citations are rewritten into clickable editor links in supporting terminals or editor integrations.
+
+### 4.11 Telemetry and analytics
+
+Codex distinguishes between lightweight analytics and full OpenTelemetry export.
+
+Analytics key:
+
+- `analytics.enabled`
+
+OpenTelemetry keys:
+
+- `otel.environment`
+- `otel.exporter`
+- `otel.exporter.<id>.endpoint`
+- `otel.exporter.<id>.headers`
+- `otel.exporter.<id>.protocol`
+- `otel.exporter.<id>.tls.*`
+- `otel.log_user_prompt`
+- `otel.metrics_exporter`
+- `otel.trace_exporter`
+- `otel.trace_exporter.<id>.*`
+
+Important official behavior:
+
+- `otel.exporter = "none"` means Codex records events but sends nothing
+- exporters batch asynchronously and flush on shutdown
+- event metadata includes model, sandbox settings, approval settings, CLI version, conversation id, and related fields
+- `otel.log_user_prompt` is opt-in for exporting raw user prompts
+
+Use `analytics.enabled` when you only need a high-level machine/profile switch.
+
+Use `otel.*` when you need structured logs, traces, or metrics in your observability stack.
+
+## 5. `requirements.toml`
+
+`requirements.toml` is an admin-enforced configuration layer for security-sensitive settings that users cannot override.
+
+The official reference describes it as a constraint system rather than a convenience layer.
+
+High-level purpose:
+
+- restrict which approval policies are allowed
+- restrict which sandbox modes are allowed
+- restrict which web search modes are allowed
+- pin or disable selected features
+
+Key families called out in the official reference:
+
+- `allowed_approval_policies`
+- `allowed_approvals_reviewers`
+- `allowed_sandbox_modes`
+- `allowed_web_search_modes`
+- `[features]`
+- `features.<name>`
+
+Examples of feature constraints explicitly called out:
+
+- `features.browser_use = false`
+- `features.computer_use = false`
+- `features.in_app_browser = false`
+
+The official docs also note that:
+
+- omitted feature keys remain unconstrained
+- `disabled` is always allowed for `web_search`
+- an empty `allowed_web_search_modes` list effectively allows only `disabled`
+
+For enterprise setups, the reference also points to managed or cloud-fetched requirements and to admin/security documentation for precedence details.
+
+## 6. Practical examples
+
+### 6.1 Conservative daily default
+
+```toml
+model = "gpt-5.5"
+approval_policy = "on-request"
+sandbox_mode = "workspace-write"
+web_search = "cached"
+profile = "daily"
+
+[profiles.daily]
+model_reasoning_effort = "medium"
+service_tier = "flex"
+```
+
+### 6.2 OpenAI through a proxy
+
+```toml
+model = "gpt-5.5"
+openai_base_url = "https://us.api.openai.com/v1"
+```
+
+Use this when you still want the built-in `openai` provider behavior and only need a different base URL.
+
+### 6.3 Custom provider with env-based auth
+
+```toml
+model = "gpt-5.4"
+model_provider = "proxy"
+
+[model_providers.proxy]
+name = "OpenAI via team gateway"
+base_url = "https://proxy.example.com/v1"
+env_key = "OPENAI_API_KEY"
+http_headers = { "X-Team" = "platform" }
+```
+
+### 6.4 Locked-down shell environment
+
+```toml
+[shell_environment_policy]
+inherit = "none"
+include_only = ["PATH", "HOME"]
+exclude = ["AWS_*", "AZURE_*"]
+ignore_default_excludes = false
+```
+
+### 6.5 Disable local history
+
+```toml
+[history]
+persistence = "none"
+```
+
+### 6.6 Basic OTEL logging
+
+```toml
+[otel]
+environment = "prod"
+exporter = { otlp-http = {
+  endpoint = "https://otel.example.com/v1/logs",
+  protocol = "binary"
+}}
+log_user_prompt = false
+```
+
+### 6.7 Admin-enforced requirements
+
+```toml
+allowed_approval_policies = ["on-request", "never"]
+allowed_sandbox_modes = ["read-only", "workspace-write"]
+allowed_web_search_modes = ["cached"]
+
+[features]
+browser_use = false
+computer_use = false
+```
+
+## 7. Recommended reading strategy
+
+Use this document for:
+
+- understanding how the config system is organized
+- choosing the right config layer
+- finding the right key family quickly
+
+Go back to the official reference when you need:
+
+- every single supported key
+- full type information for a rare key
+- exact nested schema for provider auth, permissions, hooks, or OTEL exporters
+- the latest values added after 2026-05-14
+
+## 8. Notable update notes from the official pages
+
+- `experimental_instructions_file` has been renamed to `model_instructions_file`
+- `approval_policy = "on-failure"` is deprecated
+- legacy `features.web_search*` toggles are deprecated in favor of top-level `web_search`
+- profiles are still experimental
+- profiles are not currently supported in the Codex IDE extension