Configuration
Use this guide when you need to answer two questions quickly:
- Which config file owns a setting?
- Which CLI command should I use to inspect or change it?
For the deep file-by-file reference, see:
The five config surfaces
| Surface | File | Typical contents | Primary CLI surface |
|---|---|---|---|
| Shared repo config | .oat/config.json | Repo-wide non-sync settings such as projects.root, git.defaultBranch, documentation.*, archive.*, tools.*, and shared workflow.* defaults | oat config get/set/list/describe, oat gate |
| Repo-local config | .oat/config.local.json | Per-developer state for this checkout, such as activeProject, lastPausedProject, repo-local activeIdea, and local workflow.* overrides | oat config get/set/list/describe, oat gate |
| User config | ~/.oat/config.json | User-level state such as global activeIdea fallback and personal workflow.* defaults | oat config describe, oat gate |
| Project sync config | .oat/sync/config.json | Provider enablement, sync strategy, and repo-level known stray settings | oat providers set, oat config describe |
| User provider sync config | ~/.oat/sync/config.json | User sync strategy and personal known provider strays | Provider-sync commands, oat config describe |
The main split is:
.oat/config.jsonfor shared repo behavior.oat/config.local.jsonfor local developer state~/.oat/config.jsonfor user-scope fallback and workflow state.oat/sync/config.jsonfor project provider sync~/.oat/sync/config.jsonfor user provider sync
The fastest way to inspect config
Use oat config as the primary discovery surface:
oat config list
oat config get projects.root
oat config describe
oat config describe archive.s3Uri
oat config describe sync.providers.github.enabledWhat each command is for:
oat config listshows the currently resolved command-surface values for shared and repo-local keys.oat config get <key>reads one supported key value.oat config set <key> <value>updates supported shared or repo-local keys.oat config describeshows the supported config catalog across shared repo, repo-local, user, and sync/provider surfaces.oat config describe <key>shows file, scope, default, mutability, owning command, and description for one key.
Source labels
oat config get --json and oat config list emit a source field identifying which config surface a resolved value came from. The current labels are:
| Label | Meaning |
|---|---|
env | Value came from an environment variable override (e.g. OAT_PROJECTS_ROOT) |
local | Value came from .oat/config.local.json (per-developer repo state) |
shared | Value came from .oat/config.json (team-shared repo settings) |
user | Value came from ~/.oat/config.json (user-level fallback) |
default | No surface set the key; value is the CLI's built-in default (or null when unset) |
These labels match what oat config dump emits, so tooling that consumes either command can rely on the same vocabulary.
:::note Upgrade note
Earlier CLI versions returned config.json / config.local.json / env / default as the source strings. External scripts that previously matched on "source":"config.json" or "source":"config.local.json" should update to match the new shared / local labels. This change was made to align the oat config get / oat config list output with oat config dump and to avoid confusing users about which file was consulted.
:::
Shared repo config you will touch most often
Common keys in .oat/config.json:
projects.root— where tracked projects liveworktrees.root— where OAT-managed worktrees livegit.defaultBranch— base branch fallback for PR workflowsdocumentation.root,documentation.tooling,documentation.config— docs-surface ownershipdocumentation.requireForProjectCompletion— whether docs sync is a completion gatearchive.s3Uri— base S3 archive prefixarchive.s3SyncOnComplete— upload archived projects to S3 during completionarchive.summaryExportPath— exportsummary.mdinto a durable tracked directory during completionarchive.wrapUpExportPath— optional tracked destination foroat-wrap-upreports; when unset, the skill falls back to.oat/repo/reference/wrap-upsarchive.awsProfile— optional AWS named profile forwarded asAWS_PROFILEto everyawsinvocation in archive flowsarchive.awsRegion— optional AWS region forwarded asAWS_REGIONto everyawsinvocation in archive flowstools.<pack>— project-scoped installation state for a bundled tool pack after lifecycle reconciliationworkflow.gates.skills/workflow.gates.execTargets— per-skill gates and cross-runtime exec targets; manage withoat gateworkflow.gateTimeouts.code/workflow.gateTimeouts.artifact— default review budgets in milliseconds
Tool-pack state example:
oat config get tools.project-management
oat config set tools.project-management trueThe tools.* group is a shared project installation snapshot, not an
effective project-plus-user capability signal. oat tools install, oat tools update, and oat tools remove reconcile it from project-scoped canonical
assets only. When project state is non-empty, reconciliation writes the complete
eight-pack boolean map. When no project packs remain, it removes the group while
preserving unrelated shared keys. User-only assets are ignored.
Use oat config get tools.<pack> to inspect project installation state.
oat config set tools.<pack> ... remains available as a shared override, but a
later lifecycle reconciliation may replace the manual value with the canonical
project snapshot.
Use oat tools has <pack> for current effective availability. It checks project
and user scopes by default; add --scope project or --scope user to isolate a
scope, and use the global --json flag for the { pack, available, scopes }
result:
oat tools has project-management
oat tools has project-management --scope user
oat --json tools has project-managementExplainer configuration
The oat-explainer-kit adapter owns two typed config groups. Build and publish
plumbing uses explainers.*; project lifecycle preferences use
workflow.explainers.*.
| Key | Type | Stored scopes | Default |
|---|---|---|---|
explainers.defaults.style | curated style name | local, shared, user | clean-neutral |
explainers.defaults.palette | nullable string (deprecated) | local, shared, user | null |
explainers.defaults.visualProfile | nullable string (deprecated) | local, shared, user | null |
explainers.defaults.themeBundlePath | path | local, shared | unset |
explainers.publish.provider | s3-static | shared | unset |
explainers.publish.s3Uri | s3:// URI | shared | unset |
explainers.publish.publicBaseUrl | HTTPS URL | shared | unset |
explainers.publish.awsRegion | non-empty string | shared | unset |
explainers.publish.awsProfile | non-empty string | local, user | unset |
workflow.explainers.projectExplainer | always|ask|never | local, shared, user | ask |
workflow.explainers.projectRecap | always|ask|never | local, shared, user | ask |
Stored values resolve local > shared > user > default where the key permits
each scope. Explicit runtime inputs take precedence for one invocation without
mutating stored config. Use oat config get <key> --json to inspect both the
resolved value and its source, and oat config describe <key> for its exact
scope and type contract.
For example:
oat config set explainers.defaults.style navy-ocean --shared
oat config get explainers.defaults.style --json
oat config describe explainers.defaults.styleShared theme-bundle paths must be repository-relative. Local paths may be
repository-relative or absolute; user config cannot set a theme-bundle path.
A supplied bundle takes precedence over all named selections. Otherwise choose
one of clean-neutral, business-corporate, navy-ocean, or dark-edgy with
explainers.defaults.style. An explicit style takes precedence over legacy
palette and visualProfile values. Those matrix fields remain available for
advanced compatibility but emit deprecation warnings. When no source explicitly
selects a theme, the core uses clean-neutral and records a visible fallback
warning.
Publishing remains build-only when explainers.publish.provider is unset.
When it is s3-static, s3Uri, publicBaseUrl, and awsRegion are all
required. awsProfile is optional; when absent, the standard AWS credential
chain applies. Config never starts publishing by itself: lifecycle callers must
still select publish durability explicitly, and publishing remains
human-gated. Raw AWS credentials are not config keys.
See Explainer Kit for recipes, artifact locations, lifecycle behavior, and durability.
Workflow gate objects are structured config and use their own command group
instead of the scalar oat config set surface. See
Workflow Gates for the full command surface and examples.
Gate budgets resolve per run in this order: CLI --timeout-ms, selected
target timeoutMs, workflow.gateTimeouts by review type,
OAT_GATE_EXEC_TIMEOUT_MS, then the built-in type-and-scope default. Values
must be integer milliseconds from 1,000 through 14,400,000.
{
"workflow": {
"gateTimeouts": {
"code": 2400000,
"artifact": 900000
},
"gates": {
"execTargets": {
"cursor-large-review": {
"runtime": "cursor",
"baseCommand": ["cursor-agent", "-p", "--force"],
"timeoutMs": 3600000
}
}
}
}
}Archive example:
oat config set archive.s3Uri s3://example-bucket/oat-archive
oat config set archive.s3SyncOnComplete true
oat config set archive.summaryExportPath .oat/repo/reference/project-summaries
oat config set archive.wrapUpExportPath .oat/repo/reference/wrap-ups
oat config set archive.awsProfile work-sso
oat config set archive.awsRegion us-east-1With those values configured:
oat-project-completestill archives locally into.oat/projects/archived/<project>/- completion also attempts an S3 upload when AWS CLI is available and configured, storing dated snapshots such as
<archive.s3Uri>/<repo-slug>/projects/20260401-my-project/ - completion also copies
summary.mdinto<archive.summaryExportPath>/20260401-my-project.md oat repo archive synccan later pull archive data back down from S3 and materialize the latest snapshot into the local bare archive path.oat/projects/archived/<project>/oat-wrap-upcan write tracked reports into<archive.wrapUpExportPath>/YYYY-MM-DD-wrap-up-<label>.md; if the key is unset, the skill uses.oat/repo/reference/wrap-ups/- every
awsspawn (preflightaws sts get-caller-identity,aws s3 ls,aws s3 sync) runs withAWS_PROFILE/AWS_REGIONset fromarchive.awsProfile/archive.awsRegionwhen configured, overriding any value already in the parent shell
Credential resolution
Profile and region resolve with the following precedence per aws invocation, highest first:
- CLI flag passed to
oat repo archive sync(--profile <profile>,--region <region>) - The repo's shared
archive.awsProfile/archive.awsRegionconfig - The parent shell's existing
AWS_PROFILE/AWS_REGIONenv vars
If none of the three are present for a given var, OAT does not inject it — the AWS CLI's own resolution chain takes over.
archive.awsProfile is treated as deliberate, OAT-archive-scoped intent: if the repo declares the identity it wants to archive under, that value wins over whatever profile happens to be in the calling shell. Use --profile for one-off overrides; clear archive.awsProfile (set it to an empty string) to fall back to shell AWS_PROFILE.
The oat repo archive sync flags only override for that single invocation:
oat repo archive sync --profile work-sso --region us-east-1oat-project-complete does not accept per-invocation flags. Set the shared config (or your shell env) ahead of time if completion needs a specific profile.
Raw access keys (AWS_ACCESS_KEY_ID, AWS_SECRET_ACCESS_KEY, and friends) remain a shell-environment concern. OAT does not expose config keys for them — set them in your shell before running oat-project-complete or oat repo archive sync and they are inherited by the spawned aws process unchanged.
Repo-local and user state
Use .oat/config.local.json for checkout-specific workflow state:
activeProjectlastPausedProject- repo-scoped
activeIdea
Use ~/.oat/config.json for user fallback state when no repo-local value is set:
activeIdea
Repo-local and user config can also hold workflow defaults, including
workflow.gates.*. This is useful for personal runtime availability: for
example, one user may prefer claude -p as a gate target while another prefers
codex exec.
In practice, you usually inspect these via:
oat config get activeProject
oat config get lastPausedProject
oat config describe activeIdeaDispatch policy resolution
Dispatch configuration has two layers:
- A reusable ordered candidate ladder owned by user, shared, or repo-local config.
- A project or phase named ceiling that acts as a maximum over that ladder.
A named ceiling is a maximum constraint, not an exact model-family or effort preference. For the full model, see Dispatch Policy.
Config keys
| Key | Values | Purpose |
|---|---|---|
workflow.dispatchPolicy.mode | managed, inherit | managed lets OAT select exact candidates; inherit leaves controls to the host |
workflow.dispatchPolicy.policy | economy, balanced, high, frontier, uncapped | Default named maximum or explicit managed uncapped state |
workflow.dispatchCeiling.providers.<provider> | tier map or legacy bare value | Reusable provider candidate column |
workflow.dispatchCeiling.providers.<provider>.<tier> | candidates cell, route, or legacy bare value | One named tier in the provider ladder |
workflow.dispatchCeiling.recommendationVersion | string | Version written by oat config adopt dispatch-matrix for recommendation drift tracking |
workflow.dispatchCeiling.preset | balanced, maximum, cost-conscious | Legacy policy setup alias |
Adopt a complete ladder
Choose the owning scope explicitly:
oat config adopt dispatch-matrix --shared
oat config adopt dispatch-matrix --local
oat config adopt dispatch-matrix --userAdoption fills missing provider/tier cells and preserves explicit existing
values. Planning shows the complete bundled recommendation before asking for
this scope, then rechecks the effective ladder. If explicit cells still leave
the ladder incomplete, readiness blocks; OAT does not overwrite them.
workflow.dispatchCeiling.recommendationVersion describes only the bundled
recommendation that was adopted. Dispatch targets, structured notices, and
runtime disclosure come from the effective ladder after explicit cells have
been preserved.
A recommended Fable target may require model access from the executing provider. The adopting organization is responsible for confirming its applicable retention policy. OAT does not determine model access or organizational retention eligibility.
Scope determines ownership and Codex/Cursor materialization:
--sharedand--localare project configuration sources. Their configured Codex and Cursor candidates materialize into the tracked project.codexand.cursorviews.--userwrites reusable personal defaults to~/.oat/config.json; those candidates materialize under~/.codexand~/.cursor.- Active-project sparse candidates also materialize into the applicable tracked project view.
Project-generated provider views remain visible to version control. OAT does
not auto-ignore them. A project-specific active policy or ceiling must not be
written into user ~/.oat/config.json; store it in that project's state.md
even when the reusable ladder is user-owned.
Ordered candidate cells
{
"workflow": {
"dispatchCeiling": {
"providers": {
"codex": {
"balanced": {
"candidates": [
{
"harness": "codex",
"model": "gpt-5.6-terra",
"effort": "low"
},
{
"harness": "codex",
"model": "gpt-5.6-terra",
"effort": "medium"
}
]
}
},
"claude": {
"balanced": { "candidates": ["sonnet"] }
},
"cursor": {
"balanced": {
"candidates": ["cursor-grok-4.5-high", "gpt-5.6-terra-high"]
}
}
}
}
}
}The example above is illustrative rather than a copy of the bundled ladder; its tiers are trimmed for readability.
The bundled recommendation covers 13 Codex model/effort combinations: Luna and
Terra at low, medium, high, and xhigh, plus Sol at those efforts and
max. Claude covers haiku, sonnet, opus, and fable. The recommendation
carries 14 Cursor candidates across four tiers, drawn from a materialization
catalogue with 18 catalogued multi-family flat IDs spanning Composer, Claude
(Sonnet, Opus, and Fable), GPT, and Grok; the two figures differ because some
approved mappings stay materializable without being recommended. An explicit
mapping connects each flat ladder ID to a separate bracket-form frontmatter
model; configuration and skills never derive or normalize either form.
The corresponding pinned Codex variant catalogue includes
gpt-5.6-luna-high, gpt-5.6-terra-xhigh, gpt-5.6-sol-high, and
gpt-5.6-sol-max. Configuration selects from that materialized catalogue; it
does not construct an unregistered role during dispatch.
The final candidate in a named tier defines that tier's reviewer ceiling. For implementation and fix tasks, all candidates from the lowest tier through the named maximum remain eligible. Under High, that includes Economy, Balanced, and High candidates.
Record the project maximum
Project state stores the named maximum without compiled provider pins:
oat_dispatch_policy:
mode: managed
policy: high
source: project-stateAn optional phase Dispatch Profile row may narrow the maximum. Blank or
auto uses the project value. Uncapped and inherit/default remain explicit
modes:
oat_dispatch_policy:
mode: managed
policy: uncapped
source: project-stateoat_dispatch_policy:
mode: inherit
source: project-stateExact phase resolution
The project-aware resolver remains the source of truth. Preflight reads layered config and project state without mutating either:
oat project dispatch-ceiling resolve --provider codex --preflight --jsonFor each managed capped phase, the root supplies the recorded project or narrower phase maximum plus one exact configured phase-implementer candidate. Optional nested work resolves separately only when launched:
oat project dispatch-ceiling resolve \
--provider codex \
--role implementer \
--ceiling-tier high \
--candidate-model gpt-5.6-terra \
--candidate-effort medium \
--task-class default-implementation \
--task-effort medium \
--report-scope p02 \
--report-action implementation \
--json
oat project dispatch-ceiling resolve \
--provider claude \
--role implementer \
--ceiling-tier high \
--candidate-model sonnet \
--task-class default-implementation \
--report-scope p02 \
--report-action implementation \
--json
oat project dispatch-ceiling resolve \
--provider cursor \
--role implementer \
--ceiling-tier high \
--candidate-model gpt-5.6-sol-high \
--task-class default-implementation \
--report-scope p02 \
--report-action implementation \
--jsonUse the same classification flags and --report-action fix for bounded fixes.
Reviewer routes carry neither --task-class nor --task-effort; the CLI
rejects classification flags for reviewers. Before any implementation, fix, or
reviewer launch, display dispatchReport.notices and the formatted report. The
effective resolver target—not the recommendation version—owns runtime
disclosure.
--ceiling-tier is invocation-only. It accepts economy, balanced, high,
or frontier, overrides layered active-policy ceilings for that call, and never
writes user, shared, local, or project configuration. JSON reports top-level
source: invocation; providers.<provider>.cellSource still identifies the
config layer that owns the selected candidate.
The resolver fails closed when a requested candidate is above the maximum,
ambiguous, malformed, or cannot compile exact provider controls. Omitting an
exact candidate from a managed named-cap implementation or fix currently
preserves compatibility by resolving successfully at the cap; with report
context, human and JSON output include the
managed-capped-selection-skipped warning. Callers must surface that warning
and select an exact candidate before launch. --preferred remains
compatibility behavior for legacy scalar ceilings and managed Uncapped; it is
not the exact managed phase-agent path.
Provider enforcement and materialization
| Provider | Exact phase-agent or optional-child mechanism |
|---|---|
| Codex | providers.codex.dispatchArgs.variant as agent_type, or a fresh child pinned to model plus effort |
| Claude | providers.claude.dispatchArgs.model as the actual Agent model |
| Cursor | providers.cursor.dispatchArgs.variant as the exact native agent type first |
Project sync materializes the supported Codex and Cursor catalogues and every
configured project-owned candidate for both oat-phase-implementer and
oat-reviewer. User sync materializes user-owned candidates under ~/.codex
and ~/.cursor/agents:
oat sync --scope project
oat sync --scope user
oat sync --scope allGenerated roles carry supported-catalogue, project-config, or user-config
ownership. Cleanup reconciles only the current owner. Cursor's mapping registry
rejects unknown flat IDs instead of writing unverified frontmatter.
Reviewer resolution uses the final candidate at the configured review ceiling. Codex and Cursor select exact native reviewer variants; Claude passes the resolver's exact model argument. Timeout retries preserve the same complete payload. A lower reviewer candidate requires a separate reviewed contract.
Tier 2 remains target-preserving. Inline review is permitted only when the host has verified equivalent current-host controls for explicit inherit, managed-uncapped, or base-role behavior. Capped managed reviews still require the exact registered role, pinned child, or resolver-returned model argument.
Cursor availability and evidence
oat doctor compares configured Cursor flat IDs with the current Cursor
catalogue and reports availability drift. This check is diagnostic: catalogue
presence does not prove that a bracket-form definition pin was honored.
Each shipped mapping has mapping-specific native-launch evidence, but Cursor
can silently fallback when account, plan, or administration constraints prevent
the requested pin. OAT therefore records the selected variant and mapped model
with launcher-owned configured provenance. Runtime identity remains
not-reported unless independently observed; self-report and catalogue
availability do not upgrade that evidence.
Legacy compatibility
The command and docs path retain dispatch-ceiling for compatibility. Legacy
bare provider values, workflow.dispatchCeiling.preset, project
oat_dispatch_ceiling, and --preferred remain readable during migration.
Absent policy state does not mean managed Uncapped.
For non-interactive preflight checks:
oat project dispatch-ceiling resolve \
--provider codex \
--preflight \
--non-interactiveAn unresolved or incomplete managed ladder exits nonzero and blocks before implementation work.
Workflow preferences (workflow.*)
Workflow preferences let power users answer repetitive confirmation prompts once and have OAT workflow skills respect those answers automatically. They are the highest-value escape hatch from interactive friction when you always make the same choices.
Preference keys
Workflow preference keys live under the workflow.* namespace:
workflow.designMode—collaborative,selective, ordraft. Default design interaction mode.selectiveapplies only to fulloat-project-design; quick-start lightweight design treats it as collaborative because quick-start keeps the smaller collaborative/draft choice.workflow.hillCheckpointDefault—everyorfinal. Default HiLL checkpoint behavior inoat-project-implement: pause after every phase or only after the last phase. When unset, the skill prompts.workflow.archiveOnComplete— boolean. Skip the "Archive after completion?" prompt inoat-project-complete. When unset, the skill prompts.workflow.createPrOnComplete— boolean. Skip the "Open a PR?" prompt inoat-project-complete; when true, completion auto-triggers PR creation. When unset, the skill prompts.workflow.postImplementSequence— legacywait,summary,pr, ordocs-pr, or{ "preApproval": [...], "postApproval": [...] }. Legacy values remain strings; structured arrays contain ordered, globally uniquesummary,document, andprsteps. Pre-approval steps run after final review and before final HiLL approval; post-approval steps run only after that approval. Plain retrieval keeps legacy strings and prints structured values as compact JSON;--jsonreturns the raw value.workflow.reviewExecutionModel—subagent,inline, orfresh-session. Default final-review execution model inoat-project-implement.subagentandinlinerun automatically.fresh-sessionis a soft preference: the skill prints guidance to run the review in another session but still offers escape hatches tosubagentorinlineif you change your mind. When unset, the skill prompts.workflow.autoReviewAtHillCheckpoints— boolean. Automatically run the extra lifecycle review when a HiLL checkpoint is reached. This does not control Tier 1 per-phaseoat-reviewergates, which run after each phase in Tier 1 regardless of this setting. When unset, the skill prompts.workflow.autoNarrowReReviewScope— boolean, defaulttrue. Re-reviews automatically use the guarded range after the prior matching review's recorded head. Unset andtrueenable narrowing without a prompt; setfalseto opt out and use the nominal full scope.workflow.autoArtifactReview.plan— boolean, defaulttrue. Automatically run the bounded artifact-review loop for generatedplan.mdfiles before implementation handoff. Set tofalseonly when you intentionally want to skip the plan artifact review.workflow.autoArtifactReview.analysis— boolean, defaulttrue. Automatically run the bounded accuracy-review loop for generated docs and agent-instructions analysis artifacts before the matching apply workflow consumes them.workflow.projectLog—auto,true, orfalse; defaultauto.autocreates the append-onlyproject-log.mdon the first lifecycle append,truealso enables scaffold-time creation, andfalseskips appends when no log exists. An existing artifact remains enabled regardless of the current setting.workflow.projectLogLedgerPath— repository-relative string; default.oat/repo/reference/project-observations.md. Sets the durable ledger target forgeneraljudgments written byoat project log rollup.workflow.dispatchPolicy.mode—managedorinherit.managedmeans OAT selects model/effort controls fromworkflow.dispatchPolicy.policy;inheritmeans OAT leaves controls to host/provider defaults.workflow.dispatchPolicy.policy—economy,balanced,high,frontier, oruncapped.economythroughfrontierare capped managed policies;uncappedkeeps OAT-managed preferred selection without provider caps. It is distinct fromworkflow.dispatchPolicy.mode=inherit, which leaves controls to the host/provider.workflow.dispatchCeiling.preset— legacy compatibility alias (balanced,maximum, orcost-conscious) for capped managed policy setup.workflow.dispatchCeiling.providers.<provider>— dispatch matrix provider column or legacy bare provider target.workflow.dispatchCeiling.providers.<provider>.<tier>— one matrix cell foreconomy,balanced,high, orfrontier.workflow.dispatchCeiling.recommendationVersion— version of the adopted recommended matrix.workflow.gates.skills/workflow.gates.execTargets— structured per-skill final gate commands and exec-target registry. Useoat gate set,oat gate target set,oat gate review, andoat gate cross-provider-exec; do not useoat config setfor these objects.workflow.gateTimeouts.code/workflow.gateTimeouts.artifact— validated default gate-review budgets in milliseconds. Both resolve throughlocal > shared > user.
The two project-log keys use the standard workflow precedence:
local > shared > user > default.
HiLL plan-field semantics
workflow.hillCheckpointDefault controls the first implementation run's
checkpoint choice, but the confirmed selection is stored in plan.md as
oat_plan_hill_phases. The plan field has three distinct states:
oat_plan_hill_phases state | Meaning |
|---|---|
| Field absent | Checkpoint selection is unconfirmed. This is valid before the first implementation run; a resumed run treats it as bookkeeping drift that must be resolved. |
[] | Checkpoint after every phase boundary. |
["p02", "p04"] | Checkpoint only after the listed phases complete. |
Never write [] to mean no checkpoints. It means every phase. To select
only the final checkpoint, store the final phase ID explicitly:
oat_plan_hill_phases: ['p04']With workflow.hillCheckpointDefault: every, the first implementation run
writes []. With workflow.hillCheckpointDefault: final, it writes
["<final-phase-id>"]. An autonomous run with an absent field takes that same
explicit final-default path and enables checkpoint auto-review; it preserves an
existing valid empty or explicit list. Because autonomy itself is never
persisted, a later interactive run pauses at the stored checkpoints normally.
See HiLL Checkpoints for timing and approval behavior.
Auto artifact-review preferences
workflow.autoArtifactReview.* controls the artifact-quality loops that run before downstream workflow steps consume generated artifacts. Both keys are default-on. Only an explicit false disables the matching loop:
| Key | Default | Controls |
|---|---|---|
workflow.autoArtifactReview.plan | true | plan.md artifact review after plan authoring and before implementation |
workflow.autoArtifactReview.analysis | true | Accuracy review for generated docs and agent-instructions analysis files |
The loops use oat-reviewer structured-output mode. They do not write standalone review artifacts unless the calling workflow records an outcome row or tracking metadata. The retry bound comes from the project oat_orchestration_retry_limit setting and defaults to 2.
Three-layer resolution
Workflow preferences resolve through three config surfaces, with local > shared > user > default precedence per key. oat config dump can also report an env source for keys that have explicit environment aliases, such as projects.root and worktrees.root; workflow.autoArtifactReview.plan and workflow.autoArtifactReview.analysis do not have environment aliases and use config-file/default resolution.
- User-level (
~/.oat/config.json): personal defaults that apply to every repo. This is where most power users should start — set preferences once, never worry about them again. - Shared repo (
.oat/config.json): team decisions for this repo. Overrides user defaults when present. - Repo-local (
.oat/config.local.json): personal override for this specific repo. Highest precedence per key.
Setting preferences
oat config set supports mutually exclusive surface flags for workflow keys:
# User-level: applies to all repos on this machine
oat config set workflow.hillCheckpointDefault final --user
oat config set workflow.archiveOnComplete true --user
oat config set workflow.createPrOnComplete true --user
oat config set workflow.postImplementSequence pr --user
oat config set workflow.reviewExecutionModel subagent --user
oat config set workflow.autoReviewAtHillCheckpoints true --user
oat config set workflow.designMode selective --user
oat config set workflow.dispatchCeiling.preset balanced --user
oat config adopt dispatch-matrix --user
oat config set workflow.autoArtifactReview.plan true --user
oat config set workflow.autoArtifactReview.analysis true --user
# Shared repo: team decision for this repo
oat config set workflow.createPrOnComplete false --shared
oat config set workflow.designMode collaborative --shared
oat config set workflow.dispatchCeiling.preset balanced --shared
oat config set workflow.dispatchCeiling.providers.cursor.high composer-2.5 --shared
oat config set workflow.autoArtifactReview.plan false --shared
oat config set workflow.projectLog auto --shared
oat config set workflow.projectLogLedgerPath .oat/repo/reference/project-observations.md --shared
# Repo-local: personal override for this repo (default when no flag)
oat config set workflow.hillCheckpointDefault every
oat config set workflow.designMode draft
oat config set workflow.dispatchCeiling.providers.codex medium # Advanced: per-provider override
oat config set workflow.autoArtifactReview.analysis falseDefault (no flag) targets .oat/config.local.json for workflow keys. Pass at most one of --user, --shared, or --local. Structural keys (projects.root, worktrees.root, git.*, documentation.*, archive.*, tools.*) are still shared-only regardless of flag.
Choosing the right surface (personal vs per-repo)
Not every workflow preference belongs at user level, even though "set once, applies everywhere" is tempting. The guiding principle:
If a workflow preference's correctness depends on other repo-level settings, it belongs at shared (per-repo) level, not user level.
Some preferences are genuinely personal — their correct value is the same for you regardless of which repo you're in. These are safe to set at --user:
workflow.hillCheckpointDefault— your personal tolerance for mid-implementation interruptionworkflow.designMode— your preferred full-design interaction style. Setselectivewhen you usually want low-risk sections drafted silently but high-risk sections reviewed live.workflow.reviewExecutionModel— depends on your provider environment (Claude Code, Cursor, Codex), not the repoworkflow.autoReviewAtHillCheckpoints— your preference for automatic lifecycle review at HiLL checkpoints. Shared/local config can still override this when a repo should behave differently.workflow.autoNarrowReReviewScope— pure personal workflow preference, no per-repo interaction
Other preferences depend on per-repo configuration to be safe. These should be set at --shared (in each repo where they apply), not --user:
workflow.autoArtifactReview.plan/workflow.autoArtifactReview.analysis— default totrue; use shared config only when a repo intentionally opts out of generated-artifact review loops, and local config for one-off debugging or emergency bypasses.workflow.archiveOnComplete— correctness depends on the repo'sarchive.s3Uri/archive.s3SyncOnCompletebeing configured. A user-leveltruewould try to archive in repos that aren't set up for it.workflow.postImplementSequence— correctness depends ondocumentation.requireForProjectCompletion. Settingprat user level would foot-gun you in any repo that requires docs, because completion would later block on the docs gate while the PR is already open.workflow.createPrOnComplete— this key is almost always redundant withpostImplementSequence-driven flows. When it's meaningful, its correctness depends on the same per-repo docs and PR gates. Prefer shared scope, or omit it entirely and rely onpostImplementSequence: prordocs-prto handle PR creation at the end of implement.
Cross-repo foot-gun example: If you set workflow.createPrOnComplete: true --user, it applies to every repo you work on. In a repo with documentation.requireForProjectCompletion: true and postImplementSequence: pr (no docs step), running oat-project-complete would try to auto-create a PR, then immediately hit the docs gate and block you — leaving you with an open PR and a stuck completion. Your user-level preference silently asserted something that only holds in a specific shared-config shape.
Recommended split for most users:
# Personal preferences that differ from built-in defaults (apply everywhere)
oat config set workflow.hillCheckpointDefault final --user
oat config set workflow.reviewExecutionModel subagent --user
oat config set workflow.autoReviewAtHillCheckpoints true --user
# Per-repo team decisions (set in each repo where they apply)
oat config set workflow.archiveOnComplete true --shared
oat config set workflow.postImplementSequence docs-pr --shared # or "pr" if docs aren't requiredIf you want to override a shared team decision for this specific checkout, use --local:
oat config set workflow.archiveOnComplete false --local # "I don't want to archive on this specific branch checkout"Relationship to autoReviewAtCheckpoints
workflow.autoReviewAtHillCheckpoints is the preferred key. It controls whether oat-project-implement runs the extra lifecycle review when a configured HiLL checkpoint is reached.
This does not control Tier 1 phase gate reviews. Tier 1 always runs oat-reviewer after each phase. The workflow key only controls the additional oat-project-review-provide lifecycle review at HiLL checkpoints.
The legacy top-level .oat/config.json key autoReviewAtCheckpoints is still read as a fallback for backward compatibility. Prefer the workflow key for new config:
oat config set workflow.autoReviewAtHillCheckpoints true --userIf you enable this plus the other workflow preferences, you get a near-uninterrupted lifecycle: lifecycle review runs at HiLL checkpoints, fix tasks are converted automatically, and the workflow preferences skip every remaining confirmation prompt.
Provider sync config is different
Provider sync settings are intentionally documented in the same discovery flow, but they are not owned by oat config set.
Examples:
oat config describe sync.defaultStrategy
oat config describe sync.providers.<name>.enabled
oat providers set --scope project --enabled claude,codexUse:
oat config describe ...to understand sync keysoat providers set ...to mutate sync/provider settings
Known provider strays follow sync ownership: repo-wide knownStrays entries
live in .oat/sync/config.json, while personal entries live in
~/.oat/sync/config.json. Before resolving user sync settings or writing any
general user-config change, OAT migrates legacy
~/.oat/config.json#knownStrays by writing the normalized union to the user
sync config first, then deleting only the legacy key. The migration is
idempotent.
For the provider-sync schema details, use Sync Config (.oat/sync/config.json).
Recommended workflow
When you are unsure where a setting lives:
- Run
oat config describe. - Run
oat config describe <key>for the key you care about. - Use the owning command shown there.
That keeps config discovery centralized without forcing you to remember which settings belong to workflow state versus provider sync.