codex/codex-rs/guardian-context/src/transcript.rs

//! Collects bounded conversation evidence before consumer-specific rendering.
//!
//! Both Guardian consumers receive the same role and tool-source attribution,
//! with generated compaction summaries attributed to the assistant, complete user
//! messages and capped non-user entries, with sync entry caps deferred to request preparation. Resolved context profiles
//! apply aggregate retention after the host selects its full/delta slice. Tool outputs with a
//! call ID retain their generic label when the call is unavailable. Outputs
//! without a call ID require an explicit name.

use codex_history::RetainedContextEntry;
use codex_protocol::protocol::TruncationPolicy;
use std::collections::HashMap;

use codex_protocol::mcp::is_node_repl_backed_tool;
use codex_protocol::models::AgentMessageInputContent;
use codex_protocol::models::ContentItem;
use codex_protocol::models::MessagePhase;
use codex_protocol::models::ReasoningItemContent;
use codex_protocol::models::ReasoningItemReasoningSummary;
use codex_protocol::models::ResponseItem;
use codex_protocol::models::plaintext_agent_message_content;
use codex_protocol::protocol::InterAgentCommunication;

use crate::ContextSection;
use crate::ConversationTranscriptEntry;
use crate::ConversationTranscriptEntryKind;
use crate::SectionContributor;
use crate::SectionError;
use crate::SectionHistory;
use crate::SectionInput;
use crate::SectionScope;
use crate::TranscriptContent;
use crate::truncate_text;

pub(crate) const TRANSCRIPT_OMISSION_NOTICE: &str = "Some conversation entries were omitted.";

/// Trusted developer marker that preserves an explicit manual action approval.
pub const MANUAL_APPROVAL_DEVELOPER_PREFIX: &str =
    "The user has manually approved a specific action that was previously `Rejected`.";

/// Copied approval messages are model context, not a child's trusted approval evidence.
/// Filter before dropping envelope provenance, including when replaying review checkpoints.
pub fn is_inherited_manual_approval(envelope: &codex_history::ResponseItemEnvelope) -> bool {
    envelope
        .metadata
        .as_ref()
        .is_some_and(|metadata| metadata.inherited_user_message)
        && matches!(&envelope.item, ResponseItem::Message { role, content, .. }
            if role == "developer" && content.iter().any(|part|
                matches!(part, ContentItem::InputText { text } | ContentItem::OutputText { text , .. }
                    if text.starts_with(MANUAL_APPROVAL_DEVELOPER_PREFIX))))
}

/// Evidence sources included alongside user and assistant conversation messages.
#[derive(Clone, Copy, Debug, Eq, PartialEq)]
pub struct ConversationTranscriptOptions {
    /// Includes submitted function, custom-tool, shell, and web-search calls.
    pub include_tool_calls: bool,
    /// Includes function and custom-tool outputs.
    pub include_tool_outputs: bool,
    /// Includes plaintext reasoning summaries and reasoning content.
    pub include_reasoning: bool,
}

impl Default for ConversationTranscriptOptions {
    fn default() -> Self {
        Self {
            include_tool_calls: true,
            include_tool_outputs: true,
            include_reasoning: false,
        }
    }
}

/// Per-entry caps resolved by the caller for the current review.
#[derive(Clone, Copy, Debug, Eq, PartialEq)]
pub struct TranscriptEntryLimits {
    /// Cap for assistant and plaintext reasoning entries; user and manual approvals stay complete.
    pub message_tokens: usize,
    /// Cap for tool calls and ordinary tool outputs.
    pub tool_tokens: usize,
    /// Cap for Node REPL-backed outputs, which sync may retain at a larger size.
    pub node_repl_output_tokens: usize,
}

/// Aggregate limits for retaining rendered transcript entries.
///
/// Context profiles apply the sync or async selection rules using these limits.
/// User messages and manual approvals survive these soft limits; the complete
/// request budget can shorten them with markers after other recovery is exhausted.
#[derive(Clone, Copy, Debug, Eq, PartialEq)]
pub struct TranscriptRetentionConfig {
    /// Budget for rendered user, developer, assistant, and reasoning entries.
    pub max_message_transcript_tokens: usize,
    /// Separate budget for rendered tool calls and results.
    pub max_tool_transcript_tokens: usize,
    /// Maximum retained entries other than user messages and manual approvals.
    pub max_recent_non_user_entries: usize,
}

/// Evidence sources and per-entry limits supplied on each collection.
#[derive(Clone, Copy, Debug, Eq, PartialEq)]
pub struct ConversationTranscriptConfig {
    /// Evidence sources to include in this request.
    pub options: ConversationTranscriptOptions,
    /// Per-entry limits applied before accumulating transcript text.
    pub entry_limits: TranscriptEntryLimits,
}

/// Shared contributor that extracts parent-conversation evidence.
#[derive(Clone, Copy, Debug, Eq, PartialEq)]
pub(crate) struct ConversationTranscriptSection;

impl SectionContributor for ConversationTranscriptSection {
    fn scope(&self) -> SectionScope {
        SectionScope::Shared
    }

    fn contribute(&self, input: &SectionInput<'_>) -> Result<Option<ContextSection>, SectionError> {
        Ok(Some(ContextSection::ConversationTranscript {
            items: collect_transcript_for_target(input.history, input.transcript, input.target),
        }))
    }
}

/// Extracts bounded transcript entries without composing other context sections.
///
/// Entries preserve conversation order and role/tool attribution. Non-user
/// limits apply during collection; context profiles own aggregate retention.
pub fn collect_transcript(
    history: &dyn SectionHistory,
    config: &ConversationTranscriptConfig,
) -> Vec<ConversationTranscriptEntry> {
    collect_transcript_for_target(history, config, crate::ContextTarget::Async)
}

fn collect_transcript_for_target(
    history: &dyn SectionHistory,
    config: &ConversationTranscriptConfig,
    target: crate::ContextTarget,
) -> Vec<ConversationTranscriptEntry> {
    let mut entries = Vec::new();
    let mut tool_names_by_call_id = HashMap::new();
    let mut heartbeat_versions = HashMap::new();
    // Positional legacy labels cannot establish reusable delivery proof, including
    // through transcript copies. The separate retained section stays authoritative.
    let retained_context = history
        .retained_context()
        .filter(|context| !crate::retained_instructions::has_legacy_order(context));

    for (item, mut source) in history.items_with_sources() {
        let (kind, mut text) = match item {
            ResponseItem::Message {
                role,
                content,
                phase,
                internal_chat_message_metadata_passthrough,
                ..
            } => {
                let text = content
                    .iter()
                    .filter_map(|item| match item {
                        ContentItem::InputText { text } | ContentItem::OutputText { text, .. }
                            if !text.is_empty() =>
                        {
                            Some(text.as_str())
                        }
                        ContentItem::InputText { .. }
                        | ContentItem::OutputText { .. }
                        | ContentItem::InputImage { .. }
                        | ContentItem::InputAudio { .. } => None,
                    })
                    .collect::<Vec<_>>()
                    .join("\n");
                let kind = match role.as_str() {
                    // Local compaction uses the user wire role for model context, but
                    // its generated summary is not user authorization.
                    "user"
                        if internal_chat_message_metadata_passthrough
                            .as_ref()
                            .and_then(|metadata| metadata.content_item_kinds.as_ref())
                            .is_some_and(|kinds| {
                                kinds.iter().any(|kind| kind.0 == "compaction.summary")
                            }) =>
                    {
                        ConversationTranscriptEntryKind::Assistant
                    }
                    "user" => ConversationTranscriptEntryKind::User,
                    "developer" if text.starts_with(MANUAL_APPROVAL_DEVELOPER_PREFIX) => {
                        ConversationTranscriptEntryKind::Developer
                    }
                    "assistant"
                        if matches!(
                            phase,
                            None | Some(MessagePhase::PartialAnswer | MessagePhase::FinalAnswer)
                        ) && !InterAgentCommunication::is_message_content(content) =>
                    {
                        ConversationTranscriptEntryKind::ProtectedAssistant
                    }
                    "assistant" => ConversationTranscriptEntryKind::Assistant,
                    _ => continue,
                };
                (kind, text)
            }
            ResponseItem::AgentMessage {
                author, content, ..
            } => {
                if content
                    .iter()
                    .any(|part| matches!(part, AgentMessageInputContent::EncryptedContent { .. }))
                {
                    // Ciphertext cannot be truncated. Keep the complete native item, or
                    // an explicit omission at the same cursor position. Serialized bytes
                    // conservatively charge the encrypted payload to the message budget.
                    let bytes = serde_json::to_vec(item).map_or(usize::MAX, |item| item.len());
                    let content = if target == crate::ContextTarget::Sync {
                        TranscriptContent::AgentMessage(Box::new(item.clone()))
                    } else {
                        let limit = codex_protocol::protocol::TruncationPolicy::Tokens(
                            config.entry_limits.message_tokens,
                        )
                        .byte_budget();
                        if bytes <= limit {
                            TranscriptContent::AgentMessage(Box::new(item.clone()))
                        } else {
                            TranscriptContent::Text(TRANSCRIPT_OMISSION_NOTICE.to_owned())
                        }
                    };
                    entries.push(ConversationTranscriptEntry {
                        kind: ConversationTranscriptEntryKind::Assistant,
                        content,
                        original_bytes: bytes,
                        retained_source: None,
                    });
                    continue;
                }
                let Some(text) = plaintext_agent_message_content(content) else {
                    continue;
                };
                (
                    ConversationTranscriptEntryKind::Assistant,
                    format!("Agent message from {author}:\n{text}"),
                )
            }
            ResponseItem::FunctionCall {
                name,
                namespace,
                arguments,
                call_id,
                ..
            }
            | ResponseItem::CustomToolCall {
                name,
                namespace,
                input: arguments,
                call_id,
                ..
            } => {
                tool_names_by_call_id
                    .insert(call_id.as_str(), (name.as_str(), namespace.as_deref()));
                if !config.options.include_tool_calls {
                    continue;
                }
                (
                    ConversationTranscriptEntryKind::ToolCall(format!("tool {name} call")),
                    arguments.clone(),
                )
            }
            ResponseItem::FunctionCallOutput {
                call_id: Some(call_id),
                output,
                ..
            }
            | ResponseItem::CustomToolCallOutput {
                call_id, output, ..
            } => {
                if !config.options.include_tool_outputs {
                    continue;
                }
                let kind = match tool_names_by_call_id.get(call_id.as_str()) {
                    Some((name, namespace)) if is_node_repl_backed_tool(name, *namespace) => {
                        ConversationTranscriptEntryKind::NodeReplToolOutput(format!(
                            "tool {name} result"
                        ))
                    }
                    Some((name, _)) => {
                        ConversationTranscriptEntryKind::ToolOutput(format!("tool {name} result"))
                    }
                    None => ConversationTranscriptEntryKind::ToolOutput("tool result".to_string()),
                };
                let Some(text) = output.body.to_text() else {
                    continue;
                };
                (kind, text)
            }
            ResponseItem::FunctionCallOutput {
                call_id: None,
                name: Some(name),
                namespace,
                output,
                ..
            } => {
                if !config.options.include_tool_outputs {
                    continue;
                }
                let role = match namespace {
                    Some(namespace) => format!("tool {namespace}.{name} result"),
                    None => format!("tool {name} result"),
                };
                (
                    ConversationTranscriptEntryKind::ToolOutput(role),
                    output
                        .body
                        .to_text()
                        .unwrap_or_else(|| "[non-text output]".into()),
                )
            }
            ResponseItem::Reasoning {
                summary, content, ..
            } => {
                if !config.options.include_reasoning {
                    continue;
                }
                let text = summary
                    .iter()
                    .map(|item| match item {
                        ReasoningItemReasoningSummary::SummaryText { text } => text.as_str(),
                    })
                    .chain(content.iter().flatten().map(|item| match item {
                        ReasoningItemContent::ReasoningText { text }
                        | ReasoningItemContent::Text { text } => text.as_str(),
                    }))
                    .filter(|text| !text.trim().is_empty())
                    .collect::<Vec<_>>()
                    .join("\n");
                (ConversationTranscriptEntryKind::Reasoning, text)
            }
            ResponseItem::LocalShellCall { action, .. } => {
                if !config.options.include_tool_calls {
                    continue;
                }
                let Ok(text) = serde_json::to_string(action) else {
                    continue;
                };
                (
                    ConversationTranscriptEntryKind::ToolCall("tool shell call".to_string()),
                    text,
                )
            }
            ResponseItem::WebSearchCall { action, .. } => {
                if !config.options.include_tool_calls {
                    continue;
                }
                let Some(action) = action else {
                    continue;
                };
                let Ok(text) = serde_json::to_string(action) else {
                    continue;
                };
                (
                    ConversationTranscriptEntryKind::ToolCall("tool web_search call".to_string()),
                    text,
                )
            }
            ResponseItem::FunctionCallOutput {
                call_id: None,
                name: None,
                ..
            }
            | ResponseItem::AdditionalTools { .. }
            | ResponseItem::ImageGenerationCall { .. }
            | ResponseItem::ToolSearchCall { .. }
            | ResponseItem::ToolSearchOutput { .. }
            | ResponseItem::Compaction { .. }
            | ResponseItem::ConfigurationUpdate { .. }
            | ResponseItem::CompactionTrigger { .. }
            | ResponseItem::ContextCompaction { .. }
            | ResponseItem::Other => continue,
        };

        if text.trim().is_empty() {
            continue;
        }
        let original_bytes = text.len();
        if let Some(heartbeat) = codex_history::Heartbeat::from_message(item) {
            match heartbeat_versions.get(heartbeat.automation_id) {
                Some((instructions, number)) if *instructions == heartbeat.instructions => {
                    // A reference no longer delivers the complete source instruction.
                    source = None;
                    text = format!(
                        "Scheduled automation {} ran at {}. Instructions unchanged from transcript entry [{}]; this is a replay of that earlier instruction, not a new human instruction. If the referenced instructions are unavailable, do not infer authorization from this reference.",
                        heartbeat.automation_id, heartbeat.timestamp, number
                    );
                }
                _ => {
                    heartbeat_versions.insert(
                        heartbeat.automation_id,
                        (heartbeat.instructions, entries.len() + 1),
                    );
                }
            }
        } else if codex_history::UserInputOrigin::from_message(item)
            == codex_history::UserInputOrigin::Heartbeat
        {
            // Unknown scheduler envelopes may change instructions; do not bridge them.
            heartbeat_versions.clear();
        }
        let text = match &kind {
            ConversationTranscriptEntryKind::User | ConversationTranscriptEntryKind::Developer => {
                text
            }
            ConversationTranscriptEntryKind::Assistant
            | ConversationTranscriptEntryKind::ProtectedAssistant
            | ConversationTranscriptEntryKind::Reasoning
                if target == crate::ContextTarget::Sync =>
            {
                text
            }
            ConversationTranscriptEntryKind::Assistant
            | ConversationTranscriptEntryKind::ProtectedAssistant
            | ConversationTranscriptEntryKind::Reasoning => {
                truncate_text(&text, config.entry_limits.message_tokens)
            }
            ConversationTranscriptEntryKind::ToolCall(_)
            | ConversationTranscriptEntryKind::ToolOutput(_)
                if target == crate::ContextTarget::Sync =>
            {
                text
            }
            ConversationTranscriptEntryKind::ToolCall(_)
            | ConversationTranscriptEntryKind::ToolOutput(_) => {
                truncate_text(&text, config.entry_limits.tool_tokens)
            }
            ConversationTranscriptEntryKind::NodeReplToolOutput(_)
                if target == crate::ContextTarget::Sync =>
            {
                text
            }
            ConversationTranscriptEntryKind::NodeReplToolOutput(_) => {
                truncate_text(&text, config.entry_limits.node_repl_output_tokens)
            }
        };
        entries.push(ConversationTranscriptEntry {
            retained_source: retained_context.and_then(|context| {
                let source = source.filter(|source| {
                    source.complete
                        && kind == ConversationTranscriptEntryKind::User
                        && source.id.role == codex_history::RetainedSourceRole::User
                        && Some(source.id.message_id.as_str())
                            == item.id().map(codex_protocol::ResponseItemId::as_str)
                        && source.id.turn_id == item.turn_id().unwrap_or_default()
                })?;
                crate::retained_instructions::source_order_labels(context).find_map(
                    |(order, entry)| {
                        if context.source(entry).as_ref() != Some(source) {
                            return None;
                        }
                        let RetainedContextEntry::UserMessage(message) = entry else {
                            return None;
                        };
                        let rendered = format!(
                            "Retained source order: {order}\n{}",
                            crate::GuardianRootMessage::User(message.text.clone()).render()
                        );
                        (rendered.len()
                            <= TruncationPolicy::Tokens(
                                crate::retained_instructions::MAX_INSTRUCTION_TOKENS,
                            )
                            .byte_budget())
                        .then(|| crate::RetainedTranscriptSource {
                            order,
                            source: source.clone(),
                        })
                    },
                )
            }),
            kind,
            content: TranscriptContent::Text(text),
            original_bytes,
        });
    }

    entries
}

#[cfg(test)]
#[path = "transcript_tests.rs"]
mod tests;