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🤖 feat: choose what a settings backup carries - #3985

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@ibetitsmike ibetitsmike commented Aug 26, 2026

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Summary

The settings backup now lets the user choose what it carries. Nine checkboxes in the Backup settings form select the categories (global instructions, agent definitions, skills, global memory, portable preferences, MCP server configuration, and under MCP the HTTP header values and stdio commands) alongside the existing project opt-in. The same selection governs export and restore: an unselected category is absent from the published backup and is never written by a restore. Deselected MCP headers or commands become the existing redaction marker, so a restore keeps this machine's values for them.

Background

Backups publish mcp.jsonc, and MCP header values, stdio commands, and URLs commonly hold credentials. The earlier revision of this PR tried to solve that with credential-format detection and shell-grammar redaction of NAME=value assignments. That approach guesses at what is secret, fails closed on shapes it cannot parse, and makes the user rehydrate redacted values on every restore even when they wanted them published. Per review discussion, this PR replaces detection with an explicit choice: the user decides which categories a backup carries, and anything sensitive that is still selected goes through the existing byte-bound secret-scan approval.

Supersedes the redaction approach previously on this PR (old head e6352db362).

Implementation

  • settingsBackup.ts adds optional include* flags next to includeProjects; resolveBackupContents() applies defaults once (all on, projects off as before, which was a deliberate privacy default in 🤖 feat: opt-in project bundle for settings backup #4043). Older config.json files load unchanged.
  • Export: collectAllowlistedFiles and scanBackupFilesForSecrets take the resolved contents, so unselected categories are never read or scanned. redactMcpConfig now receives an McpProjectionOptions (headers and commands on or off) instead of deciding by pattern; deselected fields become __MUX_BACKUP_REDACTED__ and are listed in mcpRedactions.
  • Approval gate: mcpConfigRequiresPublishApproval flags selected stdio commands, credential-bearing URLs, and now literal header values too. A {secret: NAME} reference names a secret without carrying it, so it does not trigger approval. URL credentials are covered by the approval gate only; no detection.
  • Restore: readBackupPayload takes the current machine's selection and skips unselected manifest entries before opening them, so a deselected category is never read or parsed and a malformed entry there cannot fail a restore of the rest. Checks that apply to the backup as a whole (manifest well-formedness, the repository tree validation before checkout) still cover every category: the selection filters payload entries, not the integrity of the document or repository that lists them. The selected payload is then projected through selectBackupContents before preview, approval, and restore, so a machine with headers unchecked keeps its own header values whether the backup carries them or omits the field entirely, and unselected local files are no longer reported as local-only.
  • Literal headers from a backup restore verbatim on a fresh machine (a repository editor could already read them). {secret: NAME} references keep the local-only plus endpoint-match rule, since redirecting a secret reference to a different URL would exfiltrate a value the repository never held.
  • UI: the static "Included" card is replaced by the checkbox list inside the settings form. MCP sub-options are indented and disabled when MCP is unchecked, and their shortcuts are inert while the parent is off. Every toggle has a Ctrl+Alt shortcut (listed under Keybinds, hint hidden on mobile widths). The preview's "Kept on this device" card says so when MCP is excluded from the backup entirely.

Validation

  • Real-repo integration round trip: publish with a literal header after approval, then restore on a second machine root with headers deselected and confirm the local header value survives.
  • UI test covers the save payload for every flag and the MCP parent gating of the two sub-options.

Risks

  • Behavior change relative to main: literal MCP header values are now published verbatim by default, where main always redacted them. Publishing still requires the secret-scan approval (literal headers now trigger it), and unchecking "HTTP header values" gives the previous always-redact result. Stdio commands keep main's behavior (verbatim behind approval) and gain the same opt-out.
  • Restore-time projection rewrites the in-memory mcp.jsonc after readBackupPayload has verified the manifest hashes, so the on-disk checkout is never modified; the manifest file list is filtered in step with the files, and the integration test pins the round trip.
  • Downgrade: a backup that carries literal header values declares manifest schemaVersion: 2. Builds before this PR restore a header as the same-named local value or nothing, so they would report a complete restore while dropping every carried header; they refuse version 2 as an invalid manifest instead. Backups without literal headers keep version 1 and restore on any build. The reader here accepts both versions.
  • Downgrade follow-up (not fixed here): an older build parses settingsBackup through a stripping schema and rewrites it on its next config write, so the new include* flags are lost and a later upgrade resolves them to the default (all on, projects off). The reset is visible in the checkboxes. Preserving unknown keys in SettingsBackupSchema would protect later flags from this cycle for builds from that point on; tracked as a follow-up rather than added to this PR.

Generated with xum • Model: anthropic:claude-fable-5-1 • Thinking: xhigh • Cost: $1186.44

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New head 2312afa adds one CI-only commit: the Codex Comments gate now accepts a completed status board whose findings are all marked Resolved (this PR's board lists 43 resolved advisories from the earlier revision, which made the job fail with zero open findings). Product code is unchanged from 5bca829.

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Head 354ed92 fixes the absent-field retention thread: the restore-side projection marks deselected headers/commands the backup entry lacks, so local values survive under the existing endpoint rule. One product commit on top of 2312afa.

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Comment thread src/node/services/backup/payload.ts
Replace credential detection in the MCP export with a per-category content
selection saved in settingsBackup (includeInstructions, includeAgents,
includeSkills, includeGlobalMemory, includeMcp, includeMcpHeaders,
includeMcpCommands, includePreferences; includeProjects keeps its opt-in
default). One selection governs both directions: collection and export skip
unselected categories, and a restore only writes selected ones.

MCP header values and stdio commands are published as written when selected,
gated by the existing byte-bound secret-scan approval. When deselected they
become the existing redaction marker, so a restore keeps this machine's values;
the same projection is applied to a checked-out backup at restore time so the
restoring machine's selection wins. Literal headers from a backup now restore
verbatim; {secret: NAME} references keep the local-only endpoint-match rule.

The Backup settings screen replaces the static "Included" list with the
checkbox selection (MCP has two indented sub-options).
Review follow-ups: readBackupPayload skips unselected manifest entries
so a deselected category is never parsed; the preview says when MCP is
excluded; every content toggle has a Ctrl+Alt shortcut.
With a category deselected, the restore-side projection now marks the
field even when the backup entry does not carry it, so the existing
rehydration keeps this machine's value instead of dropping it with the
entry. Exports are unchanged.
… markers

parseManifest drops mcpRedactions unread when the selection leaves MCP
alone, so a malformed or oversized list cannot fail a restore of the
other categories. The restore-side projection no longer applies the
publish caps to the markers it adds for absent deselected fields, so a
large valid backup stays restorable when a category is deselected.
A backup written when header values were redacted one by one lists
child paths; deselecting headers now replaces the object with one
marker, and the stale child path made the restore reject the manifest.
Keep only listed paths that still name a marker in the projected file.
parseManifest now filters entries by the content selection before the
per-entry checks, so a malformed entry for a category the restore
leaves alone cannot fail it. This replaces the read-loop skip.
@ibetitsmike
ibetitsmike force-pushed the mike/backup-mcp-redaction branch from 2f1f575 to c360ada Compare September 15, 2026 16:51

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Comment thread src/node/services/backup/payload.ts
Comment thread src/browser/features/Settings/Sections/BackupSection.tsx
The file-count limit ran before the selection filter, so a manifest
with too many entries in a deselected category blocked a restore of
the rest. The manifest bytes are already budget-charged and the tree
walked whole before this point, so counting the retained entries
weakens nothing.
A failed export half of the preview returns an empty redaction list,
which the "Kept on this device" card read as full coverage.

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Comment thread src/node/services/backup/backupService.ts
… refuse them

Builds before this change restore a header as the same-named local
value or nothing, so a backup carrying literal header values would
restore on them as complete while dropping every header the user chose
to carry. Such backups now declare schema version 2, which those builds
reject as an invalid manifest; backups without literal headers keep
version 1 and still restore on a downgraded build. The current reader
accepts both.
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Pausing the review loop on this PR for a human decision.

Reason: the same area has produced a new finding in each of the last rounds. Five findings so far ask that damage in a deselected category never block a restore, at successive layers: manifest entries (fixed), MCP redaction metadata (fixed), the file-count limit (fixed), duplicate keys in the manifest document (open), and now repository tree validation before checkout (open). Each remaining fix adds mechanism at a layer this PR does not otherwise touch. Rather than keep extending the selection downward, the description now states the boundary the code implements: the selection filters payload entries; integrity checks on the manifest document and the repository tree still apply to the whole backup.

Open threads awaiting that decision: the duplicate-key check and the tree validation. Everything else on the current head is fixed or deferred with a recorded follow-up.

The selection filters payload entries. Document well-formedness and
the repository tree validation before checkout stay whole-backup
checks; the comment records why the filter cannot run first.
@ibetitsmike
ibetitsmike added this pull request to the merge queue Sep 15, 2026
@github-merge-queue
github-merge-queue Bot removed this pull request from the merge queue due to failed status checks Sep 15, 2026
@ibetitsmike
ibetitsmike added this pull request to the merge queue Sep 16, 2026
Merged via the queue into main with commit aab591e Sep 16, 2026
19 of 20 checks passed
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ibetitsmike deleted the mike/backup-mcp-redaction branch September 16, 2026 00:39
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