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fix(codex): retire the main account's carried monthly window when WHAM shows none - #8698
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Summary
The main account kept a stored monthlyPercent: 100 (with monthlyIsPrimaryWindow: true) forever once a later WHAM read stopped reporting any monthly window. #8120 retired that carried tuple for pool accounts only; parseMainPolicyUsageQuota never derived monthlyWindowAbsent, so mergeAccountQuota carried the tuple into both the main display cache and the identity-bound mainPolicyQuota. isCodexQuotaExhausted() then refused every main request locally with the usage-limit message.
This takes Option A from the issue and applies the #8120 proof to the main path:
The monthly-absence derivation moves from poolWhamPolicyObservation into a shared withWhamMonthlyWindowAbsence. It marks absence only when the topology already proves short-window absence, no window declares a monthly duration and no tertiary window is present. It never marks absence on an explicit allowed: false, an invalid percentage or an unparseable reading (additional windows included, via the extracted hasMalformedWhamReading).
parseMainPolicyUsageQuota applies it, so a complete main read retires the tuple in both quotas.__main__ and mainPolicyQuota. Retirement still goes through the existing main gate in setAccountQuotaFromParsed: a live, identity-current main writer. A missing or stale writer, partial WHAM and response headers keep the tuple. The marker is consumed by the merge and never persisted.
Pool behavior is unchanged (same checks, now through the shared helper). Real monthly-primary plans (Free, Team) and a present tertiary window still replace the reading instead of retiring it.
A to B to A identity change: the stale writer can neither retire the tuple nor, after a live retirement, restore it with a delayed commit;
persistence: the saved file holds no monthly fields in either cache, and a restart that hydrates exactly those bytes keeps the account usable;
later partial, header-only and credits-only saves do not reintroduce the tuple;
Free monthly primary, Team monthly primary plus weekly secondary, and a tertiary monthly window keep or replace the reading; the existing pool cases stay as they were.
bun test --timeout 30000 tests/codex-integration/pool-monthly-window-retirement.test.ts: 12 pass, 0 fail. With src/codex/quota.ts from dev, the 4 new retirement, persistence, save and stale-writer cases fail.
bun run typecheck: no type errors. bun run structure:check: passed. bun run privacy:scan: passed.
OCX_TEST_MAIN_TIMEOUT_MS=3600000 bun run test --parallel=3 --timeout 30000 over every test file that imports src/codex/quota (101 files): 3742 pass, 3 skip, 0 fail.
Full-suite exception: the shared machine this ran on was heavily loaded (load average 15 to 59 on 16 CPUs). Two bun run test runs hit the one-hour cap; the next two finished with 24 and 17 failures; two bun run test:changed runs finished with 3 and 8 failures. Every one of those was a timeout or timing assertion outside the quota code, the set differed each run, and each failing file passed when rerun alone on this branch. Rerun alone: server-auth, server-key-failover-e2e, server-xai-chat-reasoning-streaming, model-costs-pricing-cache, sse-untyped-credential-mask, request-history-index, the messages-overflow-* files, claude-messages-endpoint, claude-config-root-stale-updates, cli-message-mcp, cli-codex-cli-update, command-code-project-context, codex-composed-acceptance, update-orchestrated-pnpm-global-store-entry and the test-runner fixtures. tests/clients/link-supervisor.test.ts fails here on unmodified dev too (its fixed /tmp/opencodex-link-supervisor-test directory belongs to another user on this machine) and was excluded. The full suite is left to CI.
Checklist
Scope stays focused and avoids unrelated cleanup.
Docs or release notes were updated when needed.
Security-sensitive changes were reviewed for secrets, auth, and unsafe defaults.
Screenshots
The issue's sequence through the real quota code: a stored monthly-primary 100% reading for main, then the issue's WHAM payload (Plus, weekly 1%, secondary_window: null).
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Summary by CodeRabbit
Bug Fixes
Monthly quota details are now cleared from quota displays when a complete, valid account update confirms that no monthly quota window applies.
Incomplete or invalid updates, explicit denials, and header-only or credits-only updates continue to preserve existing monthly quota details.
Documentation
Clarified when monthly quota details are cleared or retained.
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✅ READY
all PR quality gates passed; the review readiness checklist is complete.
Review readiness checklist
✅ Required local validation passed; commands, results, and any full-suite exception are documented.
✅ I pushed my PR to a recent dev commit (at most 10 behind; a maintainer may still ask for the exact tip before merge).
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Maintainers notified: @lidge-jun@Ingwannu
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No actionable comments were generated in the recent review.
Walkthrough
The quota policy now marks monthly-window absence for main-account observations when the observation proves the window is absent. Pool observations use the shared checks. Tests cover invalid or partial observations, persistence, and writer identity.
A shared check marks monthly-window absence only when short-window absence is proven, the response is not explicitly denied, readings are valid, and no primary or secondary monthly window lacks a tertiary window. Main and pool policy observations use these checks.
Cache validation and persistence tests/codex-integration/pool-monthly-window-retirement.test.ts, structure/providers/openai-tiers.md
Integration tests cover complete weekly-only observations, monthly windows, partial or invalid observations, persistence and reload, later partial updates, and stale writers. The documentation describes the conditions that retain or retire monthly fields.
This change retires a stale monthly quota reading for the main account when the upstream report shows no monthly window. That removes the local refusal described in the linked issue. Cases that must keep the reading (explicit denial, malformed or partial reports, stale writers) are reported as retained and covered by tests. No merge-blocking risk was identified.
Pre-merge checks: 4
Check name
Status
Explanation
Title check
The title names the main change: the main account's carried monthly quota window is retired when a WHAM observation shows no monthly window. The raw summary, objectives, and linked issue #8596 all des…
Linked Issues check
[#8596] The first requirement is to retire a stored monthly tuple for the main account when a complete, authenticated WHAM read shows no monthly window and no tertiary window. The diff in src/codex/qu…
Out of Scope Changes check
Every changed area ties to #8596. src/codex/quota.ts moves the monthly-absence proof into a shared helper (withWhamMonthlyWindowAbsence) and extracts hasMalformedWhamReading. This change is needed for…
Description Check
Check skipped - CodeRabbit’s high-level summary is enabled.
Full details: Title check
Explanation
The title names the main change: the main account's carried monthly quota window is retired when a WHAM observation shows no monthly window. The raw summary, objectives, and linked issue #8596 all describe this same change to src/codex/quota.ts, the quota-cache docs, and the new test file. The title is specific and concise, so it passes.
Full details: Linked Issues check
Explanation
[#8596] The first requirement is to retire a stored monthly tuple for the main account when a complete, authenticated WHAM read shows no monthly window and no tertiary window. The diff in src/codex/quota.ts implements this. parseMainPolicyUsageQuota now wraps its result in withWhamMonthlyWindowAbsence(data, withWhamShortWindowAbsence(data, quota)). The shared helper sets monthlyWindowAbsent only when shortWindowAbsent is true, allowed is not false, the observation is valid, hasMalformedWhamReading is false, no window declares a monthly duration (isExplicitMonthlyWindow), and tertiary_window is null. The pool path (poolWhamPolicyObservation) calls the same helper, so the #8120/#8067 pool behavior is kept. The second requirement is conditional: a monthly reading with no upstream counterpart should not block admission if the snapshot must retain that evidence. The PR takes the retirement option, so the reported case no longer keeps the tuple. Partial, denied, malformed, and header-only reads still keep the tuple, and the existing refusal wording is retained. The PR states this is intended. The PR's test file is reported to cover these cases. I did not run the tests. The main-account writer gate in setAccountQuotaFromParsed was not inspected directly; this verdict relies on the PR description for that gate.
Full details: Out of Scope Changes check
Explanation
Every changed area ties to #8596. src/codex/quota.ts moves the monthly-absence proof into a shared helper (withWhamMonthlyWindowAbsence) and extracts hasMalformedWhamReading. This change is needed for the main path and keeps the pool behavior. structure/providers/openai-tiers.md documents the main-account retirement rule next to the pool rule. tests/codex-integration/pool-monthly-window-retirement.test.ts covers retirement, retained cases, persistence, and stale writers. The helper extraction and the documentation support the same objective. No unrelated cleanup was found in the reviewed diff.
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Summary
The main account kept a stored
monthlyPercent: 100(withmonthlyIsPrimaryWindow: true) forever once a later WHAM read stopped reporting any monthly window. #8120 retired that carried tuple for pool accounts only;parseMainPolicyUsageQuotanever derivedmonthlyWindowAbsent, somergeAccountQuotacarried the tuple into both the main display cache and the identity-boundmainPolicyQuota.isCodexQuotaExhausted()then refused every main request locally with the usage-limit message.This takes Option A from the issue and applies the #8120 proof to the main path:
poolWhamPolicyObservationinto a sharedwithWhamMonthlyWindowAbsence. It marks absence only when the topology already proves short-window absence, no window declares a monthly duration and no tertiary window is present. It never marks absence on an explicitallowed: false, an invalid percentage or an unparseable reading (additional windows included, via the extractedhasMalformedWhamReading).parseMainPolicyUsageQuotaapplies it, so a complete main read retires the tuple in bothquotas.__main__andmainPolicyQuota. Retirement still goes through the existing main gate insetAccountQuotaFromParsed: a live, identity-current main writer. A missing or stale writer, partial WHAM and response headers keep the tuple. The marker is consumed by the merge and never persisted.structure/providers/openai-tiers.mdnow states the main-account rule next to the [Bug]: prolite account withsecondary_window: nullis cached asmonthlyPercent: 100and is never selected #8067 pool rule.The refusal wording from Option B is not changed. With the phantom tuple retired, that refusal no longer fires for this case.
Covering the points from the maintainer follow-up in
tests/codex-integration/pool-monthly-window-retirement.test.ts:Closes #8596
Verification
On dev
8f6d9b64e, Linux, Bun 1.4.4:bun test --timeout 30000 tests/codex-integration/pool-monthly-window-retirement.test.ts: 12 pass, 0 fail. Withsrc/codex/quota.tsfrom dev, the 4 new retirement, persistence, save and stale-writer cases fail.bun run typecheck: no type errors.bun run structure:check: passed.bun run privacy:scan: passed.OCX_TEST_MAIN_TIMEOUT_MS=3600000 bun run test --parallel=3 --timeout 30000over every test file that importssrc/codex/quota(101 files): 3742 pass, 3 skip, 0 fail.Full-suite exception: the shared machine this ran on was heavily loaded (load average 15 to 59 on 16 CPUs). Two
bun run testruns hit the one-hour cap; the next two finished with 24 and 17 failures; twobun run test:changedruns finished with 3 and 8 failures. Every one of those was a timeout or timing assertion outside the quota code, the set differed each run, and each failing file passed when rerun alone on this branch. Rerun alone:server-auth,server-key-failover-e2e,server-xai-chat-reasoning-streaming,model-costs-pricing-cache,sse-untyped-credential-mask,request-history-index, themessages-overflow-*files,claude-messages-endpoint,claude-config-root-stale-updates,cli-message-mcp,cli-codex-cli-update,command-code-project-context,codex-composed-acceptance,update-orchestrated-pnpm-global-store-entryand thetest-runnerfixtures.tests/clients/link-supervisor.test.tsfails here on unmodified dev too (its fixed/tmp/opencodex-link-supervisor-testdirectory belongs to another user on this machine) and was excluded. The full suite is left to CI.Checklist
Screenshots
The issue's sequence through the real quota code: a stored monthly-primary 100% reading for main, then the issue's WHAM payload (Plus, weekly 1%,
secondary_window: null).Review readiness checklist
This PR stays in draft until every box below is ticked. Tick all four boxes once the requirements are met:
Required local validation passed; commands, results, and any full-suite exception are documented.
I pushed my PR to a recent dev commit (at most 10 behind; a maintainer may still ask for the exact tip before merge).
I resolved all correct Codex and CodeRabbit findings.
My PR is ready for review.
Summary by CodeRabbit