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🤖 feat: opt new user-created workspaces in to unrelated messaging by default - #4440

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Summary

Root workspaces that a user creates (new, scratch, multi-project, fork) are now opted in to unrelated (cross-task-tree) messaging by default, so agents in other task trees can reach them with task_send_message without a manual toggle. Existing workspaces are unchanged, sub-agents stay off, and the per-workspace toggle still turns it off permanently. Delegated task(kind: "workspace") targets follow in #4453.

Background

Cross-tree messaging requires recipient consent (unrelatedWorkspaceConsent). It was off by default, and the refusal is reported as not_found to hide the target's existence, so new workspaces looked missing to other agents.

This PR is delivered progressively. Granting consent to delegated targets at creation opened a new timing window with every fix (see the halt comments below), so that part moved to its own designed follow-up (#4453).

Implementation

  • mintUnrelatedWorkspaceConsent() mints the generation and asserts that it passes the fail-closed reader. The existing toggle uses the same helper.
  • Consent is granted only once each path's creation setup is complete, because persisted consent is immediately visible to task_list(scope:"instance") and admission:
    • createScratch() / createMultiProject(): no setup steps; written atomically with the entry.
    • create() with an immediate checkout: after registration-time plugin-override sanitization, before announcing.
    • create() with a deferred checkout: after materializeDeferredCheckout has populated and sanitized the checkout, before the init hook. It does not rely on waitForInit, which a second backend sharing the root does not observe. An explicit toggle made between the announcement and the grant cancels it. Removal, a failed checkout or a failed sanitization never grant.
    • fork(): last, after sanitization, goal inheritance and the pending branch-summary marker. It gets its own generation, never the source's.
  • Delegated targets: WorkspaceTurnManager passes skipDefaultUnrelatedWorkspaceConsent (🤖 feat: opt delegated task(kind:workspace) targets in to unrelated messaging by default #4453).
  • grantCreationUnrelatedWorkspaceConsent re-reads config after its write and reports only the persisted value. Config.saveConfig swallows write failures (🤖 fix: config writes swallow save failures while the in-process snapshot keeps the edit #4444), and editConfig's transform runs on an uncached read, so a re-read does detect them.
  • No backfill, no sentinel. An absent value means both "never enabled" and "turned off", and older builds treat any non-empty value as on. The minted value has exactly the shape older builds already accept.
  • Copy: consent dialog ("On by default for new chats you create"), task_send_message description and task_id parameter, task_list instance-scope description, schema description. Generated docs are refreshed.

Validation

New and updated tests. Each fails on the previous behavior or under a targeted mutation, and passes now:

  • Scratch: distinct generations per workspace, and a later opt-out persists.
  • create(): persists a valid generation, with none while registration sanitization runs; with skipDefaultUnrelatedWorkspaceConsent, nothing is persisted, announced or pending.
  • Deferred checkout: the real materializeDeferredCheckout has no consent during sanitization, grants before the init hook and publishes; failed sanitization and failed checkout never grant.
  • Pending default: an explicit toggle wins; non-pending workspaces are never granted; the mark is one-shot; a failing publication does not throw.
  • Swallowed save: the grant reports nothing (fails if the re-read is removed).
  • Fork: fresh generation distinct from the source's, absent during sanitization and goal inheritance.
  • createWorkspaceTurn creates delegated targets with the skip flag.

Local gates ran with the repo-pinned Bun 1.3.5 (the PATH default here is 1.2.15, which produced unrelated local failures).

Risks

Review history

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Comment thread src/node/services/workspaceService.ts Outdated
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Pausing this PR for an owner decision. It is not ready, and it will not be merged in its current state.

Why: the review loop is not converging. The review budget is used up (three Codex code+security pairs = six reviews). Each fix to when the default consent becomes visible has opened another window where a freshly created workspace is discoverable before its creator finishes setting it up:

  1. Round 2 (fixed in 6a103c8): consent was persisted before registration-time plugin sanitization.
  2. Round 3 (open):
    • P1: task(kind:"workspace") targets become discoverable and wakeable before WorkspaceTurnManager registers the delegated-turn handle.
    • P2: a fork grants consent before goal inheritance and the pending branch-summary registration.
    • P2: Config.saveConfig logs and swallows write errors, so the returned generation can differ from what is on disk.

Proposed scope reduction (needs owner acceptance, because it narrows "all new workspaces"):

  • Do not grant default consent to workspaces created by WorkspaceTurnManager (task(kind:"workspace")). Their delegator already reaches them through task in existing mode, and they refuse unrelated sends during delegated turns anyway.
  • Move the fork grant to after goal inheritance and branch-summary registration.
  • Publish consent only from a re-read of the persisted config.

The three round-3 threads stay open until that decision is made.

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Comment thread src/node/services/workspaceTurnManager.ts Outdated
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Halting this PR without merging. The review budget is used up and the review loop is not converging.

State at 7b88b06

  • Seven Codex code+security rounds have run; rounds 4–7 were triggered automatically on push. Since round 2, each round has found a new narrow edge in the same area: when default consent becomes visible or final during creation.
  • CI on this head was still in progress at halt time (only Codex Comments had failed so far, because of the open threads).
  • The independent final review ("ready") covered 9836ac0 and is stale. Later commits added a pending-default marker, cancel-on-toggle behavior and best-effort publication.

Open defects introduced by this PR

  1. Round 7: on the pre-reservation exit of createWorkspaceTurn (an invalid explicit AI setting), the new workspace keeps no default consent and its pending marker is never used.
  2. Finding C (reopened): my earlier rejection was wrong. editConfig does not keep the edited object in the snapshot, so after a swallowed save failure the UI shows consent on while discovery and admission read off. A post-write re-read would catch it.
  3. The pending-default marker added here is process-local. I previously deferred this to 🤖 fix: delegated-turn reservation is process-local, so unrelated admission can race across backend instances #4446, but it is introduced by this PR; a second backend is only the trigger.

Proposed next step
Replace the per-path patches with one bounded creation-finalization design that covers success, failure, cancellation and explicit opt-outs, and keeps the owner's requirement that delegated workspaces are opted in. Then run a fresh independent review of the complete final diff before reconsidering merge.

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Correction to the halt record: CI on 7b88b06 has finished. Test / Unit (6/6) failed in one test: "report-decision hold for queued follow-ups (real host) > a workflow-owned leaf that reports while the user's manual message is queued is not auto-deleted". This PR does not touch that area and it looks unrelated, but I have not rerun or investigated it. Codex Comments/Required also fail because of the open threads.

…erred checkouts after sanitization; restore post-write re-read
@ThomasK33 ThomasK33 changed the title 🤖 feat: opt new workspaces in to unrelated messaging by default 🤖 feat: opt new user-created workspaces in to unrelated messaging by default Sep 24, 2026
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Resuming with a reduced scope, approved by the owner ("take a safer/progressive path").

Scope now: default consent for workspaces a user creates (new, scratch, multi-project, fork). Delegated task(kind:"workspace") targets are excluded here and designed separately in #4453. This removes the mechanism behind the round 4–7 findings: the pending marker for delegated targets, the reservation-time grant, and the early-exit leftovers.

What changed in the design

  • A deferred checkout gets consent only after its own sanitization, not at registration. It no longer relies on waitForInit, which another backend does not observe.
  • The post-write re-read is restored (my earlier rejection of that finding was wrong), with a test that injects a swallowed save through the real edit path.

Review budget: the original six rounds are used up. I am declaring a bounded extension of 2 rounds for this re-scoped diff: one fix round (blockers only) and one verification round. If the second round finds any new blocker, I stop without merging.

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Codex Review: Didn't find any major issues. Another round soon, please!

Reviewed commit: 0674231f6f

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Hiding the Codex review summary: Codex approved head 0674231 (👍 after the latest code and security reviews, which raised no findings), and every review thread is resolved. The only line the Codex Comments gate still reads as open is the round-1 advisory "Require consent before granting cross-workspace messaging". That advisory objects to default-on consent itself, which is the owner-approved purpose of this PR (see the thread reply). Its known edge cases are tracked in #4453, #4446 and #4455.

@ThomasK33
ThomasK33 added this pull request to the merge queue Sep 25, 2026
Merged via the queue into main with commit 75080d9 Sep 25, 2026
85 of 90 checks passed
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ThomasK33 deleted the opt-in-new-workspaces-unrelated-messaging branch September 25, 2026 06:14
ThomasK33 added a commit that referenced this pull request Sep 25, 2026
…-default UI test

A second manual parent send raced the first child's report wake-up turn
after #4440/#4449 and was intermittently never dispatched (7/10 local
runs), which dequeued the PR. One parent step now reawakens both.

---

_Generated with `xum` • Model: `anthropic:claude-opus-5-5` • Thinking: `high`_
yermakoffivan pushed a commit to yermakoffivan/mux that referenced this pull request Sep 27, 2026
…exit (coder#4814)

## Summary

`create()` and `fork()` now clear the pending default-consent mark on
every exit that did not hand it to a retained owner. That covers an Err
after registration, and a deferred checkout that is skipped because the
workspace is being removed. No surviving row keeps
`unrelatedWorkspaceConsentPending` after its creation has settled. A new
multi-project workspace also refuses a project named `.xum`/`.mux`. That
is the only way its always-fresh container root could hold an override
file, so multi-project needs no registration-time sanitization.

## Background

These are follow-ups for coder#4440's default consent, as tracked in coder#4455.
coder#4783 replaced the in-memory pending set with a durable row mark, which
made item 1 durable:
- `create()` returns Err after registering the row. Examples are the
`!completeMetadata` return, or a throw from `secretsToRecord` before the
deferred checkout's settlement is retained. The kept row keeps the mark.
- The removing/aborted `else` branch skips the deferred checkout, so
nothing clears the mark.
- `fork()` has the same class of leak: `inheritFromFork` can throw after
its row is registered.

A leftover mark is inert today, but coder#4453 (next in this cluster) turns
the mark into a deferred grant point, so every creation path must
finalize it.

This is PR 1 of the approved consent-cluster plan: coder#4455 → coder#4305 →
coder#4453.

## Implementation

- **One finalization per creation path, not one patch per exit.** That
per-exit patching is what did not converge in coder#4440.
- `create()` gets a `finally` that calls
`clearPendingDefaultUnrelatedConsent` unless the deferred checkout's
settlement took ownership of the mark. That settlement already grants or
clears it.
- `fork()` gets a `finally` that clears the mark once the fork's ID
exists.
- After a successful grant, both are cheap no-ops, because the snapshot
check finds no mark.
- **Item 2 (a failed deferred checkout stays off)** is intentional and
stays fail-closed. A comment at the branch now says so.
- **Item 3 (multi-project sanitization)** is not needed:
- Overrides are read only from
`<container>/{.xum,.mux}/mcp.local.jsonc`.
- `ContainerManager.createContainer` refuses to reuse a directory
(non-recursive `mkdir`), so the container holds only project symlinks.
- The one exception is a project whose folder is named `.xum`/`.mux`.
Its link would alias the overrides path into that project's checkout,
and the launch-time read (`readOverridesFile`) follows symlinks.
`createMultiProject` now refuses such a project with a clear error,
which registration-time sanitization would also do, since the prune
refuses symlinked paths.
  - Existing workspaces and rename/restore paths are unchanged.
- **Item 4:** an uncontended `create()`-level test covers the
deferred-checkout lifecycle.

## Validation

New tests use a real `Config` + `WorkspaceService`:
- A deferred-checkout `create()` whose secrets read throws after
registration → Err, and no mark on the kept row. Fails on `main` (mark
`true`).
- A `fork()` whose `inheritFromFork` throws → Err, and no mark on the
kept row. Fails on `main`.
- `createMultiProject` with a `.mux` project → refused before any
runtime is created. Fails on `main`.
- Item 4: `create()` announces a deferred checkout with the mark set and
no consent, then settles it into a valid generation with no mark.

`workspaceService*`, `config`, and `multiProject` suites: 940 pass, 0
fail (Bun 1.3.5). `make static-check` is green.

## Risks

Low. The change is confined to default-consent bookkeeping and fails
closed: the new code only ever clears a mark, never grants one. The
multi-project refusal affects only new workspaces that include a project
folder literally named `.xum`/`.mux`.

Follow-up (out of scope, filed separately): a `create()`/`fork()` that
returns Err after registration still keeps the registered row. This PR
only fixes the mark.

Refs coder#4455, coder#4440, coder#4783

---

_Generated with `xum` • Model: `anthropic:claude-opus-5-5` • Thinking:
`high` • Cost: `$12.63`_

<!-- mux-attribution: model=anthropic:claude-opus-5-5 thinking=high
costs=12.63 -->
yermakoffivan pushed a commit to yermakoffivan/mux that referenced this pull request Sep 27, 2026
…messaging when their creating turn settles (coder#4838)

## Summary

Delegated `task(kind:"workspace")` targets are now opted in to unrelated
messaging, once, when their creating turn settles in the process that
created them. Every other outcome clears the pending mark (fail closed).
An explicit toggle always wins, mode `"existing"` never re-grants, and
disposable targets never get a mark. A startup resolver clears marks
whose creator died.

Fixes coder#4453

## Background

coder#4440 tried to default-grant at creation and never converged: each
review round found another post-creation window. This is PR3 of the
consent-cluster plan. It builds on:
- coder#4783: the durable pending mark (`unrelatedWorkspaceConsentPending`);
the grant is a config CAS that requires it, and a toggle deletes it.
- coder#4772: the per-handle live-owner lock; every handle write passes
`OwnedWorkspaceTurnHandleStore.afterUpsert`, the single terminal-write
chokepoint.
- coder#4814: `create()`'s single `finally` that clears the mark on exits it
did not hand off.

## Implementation

1. `WorkspaceService.create` option `defaultUnrelatedConsent:
"after-setup" | "caller-finalizes" | "none"` replaces
`skipDefaultUnrelatedWorkspaceConsent`. `"caller-finalizes"` writes the
mark, never grants, and hands the mark to the caller only on success. It
asserts `awaitMaterialization` (a deferred checkout would grant from
`materializeDeferredCheckout`).
2. The shared grant transform clears instead of granting when the row
has `pendingRemoval`.
3. `WorkspaceTurnManager`, mode `"new"`:
   - takes the handle's live-owner lock **before** `create()`;
- adds the handle to an in-memory `creationConsentFinalizers` Set after
`create()` returns Ok (not for disposable targets);
- one `await using` finalizer covers every exit before the handle record
persists: drop from the Set, clear the mark, release the lock (this
subsumes the old release on the admission-error path).
4. `afterHandleWrite` (the store callback): on a terminal write of a
`createdWorkspace && !disposableWorkspace` record, `Set.delete` → grant,
otherwise clear; then release the lock in a `finally`.
5. Startup resolver (last commit, droppable):
`clearOrphanedDelegatedConsentDefaults()` from `TaskService` startup.
For each marked row tagged `mux.taskHandleId`, under the handle's
settlement lock: skip handles this manager holds or is creating; require
evidence the handle is real (its live-owner lock file exists, or a
handle record that created this target), since tags are caller-supplied;
then try-lock the handle and clear only if the lock was free or its
owner is dead. It never grants.
6. Copy: tool descriptions, `task_list`, the schema description, the
modal, and regenerated `docs/hooks/tools.mdx` and built-in skill
content.

The grant publishes metadata through synchronous emitters only, so it
cannot re-enter `workspaceTurnSettlementLocks`.

### Transition table (also a code comment at `afterHandleWrite`)

| Event (any backend) | Row before | Action | Row after |
| --- | --- | --- | --- |
| Mode `"new"`, not disposable: lock H taken, then `create()` writes the
row | none | registration write includes the mark and tag H | mark set,
no consent |
| `create()` returns Err | mark set | rollback removes the row, or
`create()`'s `finally` clears the mark | gone, or no mark |
| Exit before the handle record persists (invalid AI setting, reawaken
change, admission error, target/owner archived) | mark set | the
creation finalizer clears the mark, drops the Set entry, releases H | no
mark, off |
| First handle write (reservation) | mark set | none: consent is off, so
every backend answers `not_found` and discovery hides the target | mark
set |
| Explicit toggle during the turn (any backend) | mark set | the toggle
deletes the mark in the same CAS | toggle value, no mark |
| First terminal write of the creating handle in the creating process
(completed, error, Stop, interrupt, validation or admission error,
in-process stale) | mark set | `Set.delete` → grant, before H is
released | valid generation, no mark |
| Same write, mark already gone | no mark | CAS no-op | unchanged:
toggle wins |
| Any other terminal write: another backend, a restarted process, stale
settlement, later rewrites | any | clear (snapshot check: no write when
the mark is gone) | no mark |
| The grant's config write fails | mark set | logged; the resolver
clears it at the next startup | off |
| Crash between `create()` and the record, or between the terminal write
and the grant | mark set, H dead | startup resolver: try-lock H → clear
| no mark, off |
| Crash while the turn is live | mark set | lazy stale settlement (lock
taken) clears; the resolver also clears | no mark, off |
| Mode `"existing"` follow-up settles | no mark | the record has
`createdWorkspace:false`, so no hook | unchanged: never re-grants |
| Disposable target | none | `create()` option `"none"`: no mark, ever |
off |
| Row pending removal at grant time | mark set | the grant transform
clears the mark instead | no mark |
| Downgrade to a pre-coder#4783 or coder#4783-era build, then upgrade | mark set |
the old build never grants from it; the new build clears it at startup
or stale settlement | whatever the user set |

Consent means reachability, not admission: the grant runs after the
terminal write and before the reservation is dropped, and in-process
admission still refuses while the reservation exists. Across backends,
admission is the documented courtesy (coder#4801 §4), the same as for
user-created workspaces.

## Validation

`workspaceTurnManager.delegatedConsent.test.ts` uses real
`WorkspaceTurnManager` + real `WorkspaceService` (create, grant, clear,
toggle) per backend, each backend on its own `Config` for one root, with
promise barriers (no sleeps):
- unreachable during the creating turn, opted in after completed / error
/ interrupt; disposable never marked;
- a toggle-off during the turn wins, from this backend and from another
backend; an opt-in keeps its generation; mode `"existing"` after an
opt-out never re-grants;
- another backend's stale settlement of a dead creator clears and never
grants;
- exits before the record persists (invalid explicit model, target
archived during creation) clear the mark and release the lock file;
- a failed grant write still settles the turn and leaves the mark; the
next startup's resolver clears it;
- the resolver ignores a caller-supplied `mux.taskHandleId` tag with no
lock file or record;
- resolver with a live creator paused after `create()` (own and other
backend both skip; the later settlement grants) and with a dead creator
(cleared; the later settlement stays off).

Mutation checks: removing the finalizer's clear, the `afterHandleWrite`
clear, the grant's mark check, the resolver's own-handle skip, or its
live-lock check each fails at least one test. The file passed 5/5 runs
under a concurrent `taskService` suite load. Related suites
(`workspaceTurnManager*`, `workspaceService*`, `taskService*`, `config`,
`task_send_message`, `task_list`) pass.

## Risks

Medium, confined to delegated-target consent. The failure direction is
"stays off" everywhere except the creating process's first terminal
write. The live-owner lock is now held during `create()`; nobody
contends for a fresh handle ID, stale settlement ignores targets without
a record, and the resolver skips live holders.

---

_Generated with `xum` • Model: `anthropic:claude-opus-5-5` • Thinking:
`high`_

<!-- mux-attribution: model=anthropic:claude-opus-5-5 thinking=high -->
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