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GeezerVison is showing github.com — feat: add organization-scoped Coder Agents instructions by ibetitsmike · Pull Request #30272 · coder/coder

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@ibetitsmike

@ibetitsmike ibetitsmike commented Oct 2, 2026 •
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Adds organization-scoped Coder Agents instructions. Organization admins set them in Admin settings > AI > Coder Agents > Organization settings, or with GET/PUT /api/v2/organizations/{organization}/chats/config/system-prompt. Implements CODAGT-984.

The instructions add to the deployment system prompt and never replace it. When a chat is created, chatd stores the organization prompt as its own system row right after the deployment row, only for chats in that organization. Subagents resolve their parent organization's current prompt when they spawn, and existing chats keep their stored rows. Access reuses the organization chat_model_config permission: owners and organization admins edit, auditors read, members get 404 on read and 403 on write. Writes reuse the deployment prompt's sanitization, size limit (128 KiB by default), and audit behavior, with a new chat_organization_system_prompt audit resource type. Migration 000613 (the next number after 000612 on main) adds the chat_organization_system_prompts table.

Testing

  • Go: enterprise authorization (including an update-only custom role), validation, and audit tests; chatd row order and subagent tests.
  • Frontend: Vitest interaction tests and stories for the card (loading, load error, refetch error over the cached value, save error, read-only).
  • Remote dogfood UAT, evidence chat: round 1 PASS on b027cb5ca67 (permission matrix, validation, UI, row order, cross-organization isolation, audit, subagents, regression). Round 2 PASS on 618bff67c75 (loading and load-error states, refetch error over the cached value with unsaved edits kept, update-only custom role saves over the API, row order, the documented size limit, rapid organization switching, double-click save).
  • CI: rebased onto main (98332c739b0) as 3850fbaa922; other commit SHAs in this description are from before the rebase. Every check passed on 3850fbaa922, with test-go-pg green on the first attempt. After the review fixes in item 7, main was merged in as 006c4951749 to resolve new conflicts in generated files and renumber the migration to 000613. Every check passes on 006c4951749. Before the rebase, every check passed on b4e76543df2. test-go-pg (ubuntu-latest) passed on its fourth attempt; the first three failed only the cli package goroutine leak check, with every test passing. Two of those leaked a coderd instance, which also happens intermittently on main: TestServer/Logging cancels coder server during startup, and an early return in cli/server.go skips closing coderd. That fix is in fix(cli): close coderd on server startup errors #30280. The first attempt leaked an idle HTTP connection instead (not investigated).

Screenshots

From remote UAT on a test deployment (test data only).

Organization admin saves instructions (b027cb5ca67) Auditor sees read-only instructions, no save actions (b027cb5ca67)
Organization admin saves organization instructions and sees a success toast Organization auditor sees the instructions read-only
Loading state while the first fetch is pending (618bff67c75) Refetch error shown above the field; the unsaved edit is kept and Save stays enabled (618bff67c75)
Loading spinner with no textarea or buttons Error alert above the instructions field with the unsaved edit preserved

Review record

  1. Codex, review on c42b5f9e05c: 6 findings. Fixed the missing loading state, refetch failures hiding cached instructions, and two docs style issues (58eab5603a4, cc73b714630). Two were first declined in error, then corrected: the read-only test now checks that typing leaves the value unchanged (cc73b714630), and update-only custom roles no longer get a 500 on save (618bff67c75).
  2. Independent security review by a clean-context agent, comment on c42b5f9e05c: no P0 to P2 findings. A stale P3 comment was fixed in 34c17aadb7f; returning err.Error() in 500 details was kept to match the deployment prompt handlers.
  3. Codex, review on 58eab5603a4: 2 findings (refetch errors not surfaced, docs line breaks), both fixed in cc73b714630.
  4. Codex, blockers only, review on 618bff67c75: 1 P2 (a failed refresh right after a successful save shows the previous value). Not a blocker, deferred.
  5. Final fresh advisory by a clean-context agent, comment on 618bff67c75: READY, no blockers and nothing to cut. It independently checked authorization, audit, the migration, chatd row insertion and subagent inheritance, the tests, and soft-deleted organization handling, and agreed with every deferral. No code changes followed: the snapshot behavior it suggested documenting is already documented, and its docs wording note joins the deferred docs item.
  6. Codex, comment on b4e76543df2 (the docs-only follow-up below): no major issues. Mike asked for a passing Codex review loop after item 5, so this review goes past the planned stop at the final advisory. No code changes followed.
  7. ethanndickson, review on 3850fbaa922: approved with 4 comments. Fixed 3: the audit target is now empty (91e77d3fa8c), the docs no longer re-explain audit logs (a0fb6891af5), and the organization instructions stories went from 9 to 5 (e836097f93f). Not fixed: the organization prompt read fails open on a database error, like the deployment prompt, and ethanndickson is changing both after merge (thread). UAT did not rerun for these changes.

Not counted as reviews: the pre-PR frontend self-review, simplify pass, and test audit (de8377e94e1), and a second test audit of de8377e94e1..cc73b714630 (pass with nits; the update-only test case was added after it).

Docs-only follow-up after the advisory, requested by Mike: b4e76543df2 adds audit log guidance for prompt changes to the platform controls page and an update-only custom role note to the organizations page. Codex reviewed it (item 6). No UAT covers it, and the code is unchanged since 618bff67c75. The deferred claim that the Instructions page path is outdated was wrong, so it's dropped. Item 7 removed the audit log guidance again; the custom role note stays.

Soft-deleted organizations

UAT found that a soft-deleted organization's prompt stays readable and writable by UUID. This is inherited behavior, not new exposure: ExtractOrganizationParam resolves UUIDs without a deleted filter, so the sibling organization chat routes (MCP servers, model overrides, models) behave the same. The same chat_model_config RBAC still applies, nobody gains access to another organization, and writes are audited.

Deferred (owner: Mike)

  • A failed refresh right after a successful save shows the previous value with an error alert, so a further edit from that view starts from the old text (Codex round 4, UAT round 2). Trigger: reports of stale values after saving on unreliable networks.
  • Update-only custom roles can save over the API, but the card stays hidden without read access. Trigger: a customer uses such a role.
  • Soft-deleted organization access by UUID, above. Trigger: the platform starts rejecting deleted organizations in ExtractOrganizationParam or purging their configuration.
  • A contrived "code word" instruction was refused as possible prompt injection; neutral instructions work. Trigger: reports of ignored organization instructions.
  • UX polish: there is no retry action after a failed first load, the save toast can cover Cancel, there is no unsaved-changes guard, the oversize error omits the limit, and whitespace-only text clears the prompt without notice. Trigger: the next settings UX pass.
  • Docs: the 413 response and organization name paths are undocumented. Trigger: the next Coder Agents docs pass.
  • Test audit nits: a redundant waitFor and an optional read-only plus refetch story. Trigger: the next change to these tests.

Xum, an AI coding agent, implemented, tested, and opened this PR on behalf of @ibetitsmike.

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@linear-code

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CODAGT-984

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Docs preview

Check off each page once it's been reviewed. If a page changes in a later push, its checkbox clears automatically so it gets a fresh look. Pages not yet wired into the docs navigation aren't listed here.

  • docs/admin/security/audit-logs.md
  • docs/ai-coder/agents/architecture.md
  • docs/ai-coder/agents/getting-started.md
  • docs/ai-coder/agents/platform-controls/index.md
  • docs/ai-coder/agents/platform-controls/organizations.md
  • docs/ai-coder/best-practices.md
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@github-actions github-actions Bot assigned ibetitsmike Oct 2, 2026
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Security and authorization review (review pass 2 of at most 6)

Reviewed commit: c42b5f9e05c3928e7e601639b62e757bb83b194a (base 15382ebd5dd). A clean-context reviewer read the diff and the existing deployment prompt implementation; it ran no tests.

Verdict: go with minor follow-ups. No P0, P1, or P2 findings.

P3 findings and disposition

  1. Site and organization auditors can read the organization instructions (GET checks read access to the organization's chat model configs), while reading the deployment system prompt requires deployment config update access. This is deliberate and covered by the enterprise test that expects an organization auditor to get 200, and audit diffs already show prompt text to auditors. The dbauthz comment calls the deployment prompt "admin-only" as the thing being matched, which is imprecise. Disposition: keep the access design and correct the comment wording in the next commit.
  2. Both handlers return err.Error() in 500 response bodies. Disposition: declined, this matches the deployment prompt handlers and the existing pattern in coderd.

Checked with no findings

  • Authorization: reads and writes are checked in the handler and again in dbauthz, scoped to the URL organization; members get 404 on GET and 403 on PUT; other organizations' users are stopped by organization extraction.
  • Cross-organization isolation: chat creation and subagent spawn look up the prompt by the chat's own organization ID; no cache; organization deletion cascades the row.
  • Precedence and input handling: the organization prompt is a separate system message after the deployment prompt and cannot replace it; sanitized on write and read; same size limits as the deployment prompt.
  • Audit: resource type wired, denied writes audited without request content, no-op saves skipped.
  • Database: one row per organization (primary key plus cascading foreign key), idempotent enum addition, per-organization advisory lock for writes.
  • API, SDK, and UI: Swagger annotations present; the UI renders the field read-only and hides save controls without edit access; the server's 403 is the backstop.

Xum, an AI coding agent, ran this review on behalf of @ibetitsmike.

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Codex Review Summary

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📝 Code Review ✅ Completed 2026-10-06T05:07:39.492530Z 006c495 Manual request
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Reviewed commit: 618bff67c7

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Final advisory (review pass 5 of at most 6)

Reviewed commit: 618bff67c757e1a308420dffa186d53b5c28917a (base 15382ebd5dd). A fresh clean-context agent received the goal, the final diff, the review history with dispositions, the test and CI results, the UAT verdicts, and the proposed deferred list, with no preferred conclusion. It ran no tests.

Recommendation: READY. No blockers, and nothing to cut or split.

Checked independently

  • Server paths: GET requires read access to the organization's chat model configs and returns 404 otherwise. PUT audits denied attempts without request content, then requires update access, bounds and sanitizes the body, enforces the prompt size limit (128 KiB by default) after sanitizing, and writes under a per-organization advisory lock. The system-context read of the previous value runs only after the update check and only feeds the audit diff.
  • dbauthz gates both new queries on the organization's chat model configs, and the chatd subject already has read access to them.
  • Migration 000608 follows 000607 on main, adds the enum value idempotently, and cascades on organization delete.
  • chatd stores a non-empty organization prompt as its own system row right after the deployment row. Subagents resolve the parent's organization when they spawn. A failed read logs a warning and keeps the deployment prompt, matching the deployment prompt's fail-open handling.
  • The tests would fail if the authorization checks, the row insertion, or the organization scoping were removed.
  • Soft-deleted organizations: confirmed as inherited. ExtractOrganizationParam looks up UUIDs without a deleted filter, while name lookups exclude deleted organizations.

Taken from evidence, not re-verified: UAT verdicts and screenshots, frontend states, docs content, and the review history.

Non-blocking notes: err.Error() in 500 details matches the deployment handlers; chat creation and subagent spawn add one primary key read; re-sanitizing on read is redundant but harmless; the organization prompt is a snapshot taken at chat creation, which the docs should state. It agreed with every proposed deferral and suggested folding the docs wording fix into any further push before merge.

Disposition: no code changes, because rounds 4 to 6 address blockers only. The snapshot behavior is already documented (platform-controls/index.md and organizations.md). The docs wording stays in the deferred docs item because no further push is planned. No review follows this one.

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Codex Review: Didn't find any major issues. Nice work!

Reviewed commit: b4e76543df

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@ibetitsmike ibetitsmike mentioned this pull request Oct 2, 2026
fix(cli): close coderd on server startup errors #30280
Merged
@ibetitsmike
ibetitsmike marked this pull request as ready for review October 2, 2026 12:34
@pr-queue-manager
pr-queue-manager Bot requested a review from ethanndickson October 2, 2026 12:36
ibetitsmike added 9 commits October 4, 2026 19:04
@ibetitsmike
feat: add organization-scoped Coder Agents instructions
70590b8
Add a per-organization chat system prompt that organization admins can
set. New chats created in the organization, including subagents, get the
organization instructions after the deployment instructions. Existing
chats are not affected.

- Storage: chat_organization_system_prompts table (migration 000608),
  queries, dbauthz checks, audit table entry.
- API: GET/PUT /api/v2/organizations/{organization}/chats/config/system-prompt
  with invisible-character sanitization and the shared prompt length limit.
- chatd: resolve the organization prompt at chat creation and subagent
  spawn.
- UI: Organization instructions card on the organization agent settings
  page, read-only for viewers.
- Docs: platform controls, organizations, architecture, best practices.
@ibetitsmike
test(enterprise/coderd): reuse requireStatusCode in organization syst…
ef680aa
…em prompt tests
@ibetitsmike
test(site/src/pages/AISettingsPage/CoderAgentsPage): assert read-only…
db9a78b
… organization instructions expose no save action
@ibetitsmike
docs(docs/ai-coder/agents/platform-controls): list organization instr…
904b328
…uctions in the prompt size limit
@ibetitsmike
chore(coderd/database/dbauthz): drop admin-only claim from organizati…
28cd251
…on prompt read comment
@ibetitsmike
fix(site/src/pages/AISettingsPage): show loading state and preserve c…
a640c14
…ached prompt on refetch failure

Address Codex review findings: add a Loader during initial
prompt fetch (FE5), treat a background refetch error with cached
data as a non-blocking issue instead of replacing the form with an
error alert, and fix docs DOC1 and DOC6 violations.
@ibetitsmike
fix: surface organization instructions refetch errors
44c66a4
Address Codex review round 3. Show a failed background refetch
inline above the cached organization instructions instead of hiding
it, so administrators know the value may be stale while their draft
stays editable. Cover the refetch path with a Vitest test and a
story, and make the read-only test assert only the unchanged value.

Also put each added docs sentence on its own source line.
@ibetitsmike
fix: let update-only custom roles save organization instructions
b4c68a9
Address Codex review round 1. The update handler read the previous
organization instructions for the audit diff with the caller's
context, so a custom role that grants chat_model_config update
without read returned 500. Read the previous value under a system
context after the explicit update check, as the organization model
override handler does, and cover the role in the authorization test.
@ibetitsmike
docs(docs/ai-coder/agents/platform-controls): document prompt audit e…
3850fba
…ntries and update-only roles
@ibetitsmike
ibetitsmike force-pushed the mike/codagt-984-org-instructions branch from b4e7654 to 3850fba Compare October 4, 2026 19:16
ethanndickson
ethanndickson approved these changes Oct 5, 2026
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Comment thread coderd/x/chatd/chatd.go
Comment on lines +4397 to +4400
// Fail open: the deployment prompt still applies.
p.logger.Warn(ctx, "failed to fetch organization chat system prompt, omitting it",
slog.F("organization_id", organizationID), slog.Error(err))
}

@ethanndickson ethanndickson Oct 5, 2026

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This is so weird, but apparently its the pattern?

https://linear.app/codercom/issue/CODAGT-1330/chatd-swallows-database-errors-and-continues-with-the-wrong-state

I think we should stop doing it, for reasons mentioned in the issue, but probably in a separate PR. I'll fix it after this is merged.

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@ibetitsmike ibetitsmike Oct 5, 2026

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Agreed, and leaving it as is in this PR, since you're taking it in a follow-up. It matches resolveDeploymentSystemPrompt just above, which also falls back on a database error, so CODAGT-1330 can change both together.

Xum, an AI coding agent, replied on behalf of @ibetitsmike.

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@jaaydenh jaaydenh mentioned this pull request Oct 5, 2026
feat(coderd): add chat project instructions storage and prompt injection #30367
Merged
@ibetitsmike
fix: leave the organization system prompt audit target empty
91e77d3
ibetitsmike added 3 commits October 5, 2026 18:00
@ibetitsmike
docs(docs/ai-coder/agents/platform-controls): remove the prompt audit…
a0fb689
… log section
@ibetitsmike
test(site/src/pages/AISettingsPage/CoderAgentsPage): trim organizatio…
e836097
…n instructions stories
@ibetitsmike
chore: merge main and renumber the organization system prompt migrati…
006c495
…on to 000613
@ibetitsmike
ibetitsmike requested a review from ethanndickson October 5, 2026 18:15
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Codex Review: Didn't find any major issues. Can't wait for the next one!

Reviewed commit: 006c495174

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ethanndickson
ethanndickson approved these changes Oct 6, 2026
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ibetitsmike merged commit 7993c73 into main Oct 6, 2026
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ibetitsmike deleted the mike/codagt-984-org-instructions branch October 6, 2026 08:48
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@ethanndickson ethanndickson ethanndickson approved these changes

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@ibetitsmike @ethanndickson
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