Commit Graph

46 Commits

Author SHA1 Message Date
rcourtman 8cff7de026 Restore Patrol's Safe auto-fix and Autopilot modes
Reverts #2863 before any release ships it. The live Pro pricing and
Patrol pages, in English, German and Spanish, sell both modes ("applies
safe fixes in the mode you choose: Ask first, Safe auto-fix, or
Autopilot"), and paying installs chose them. Shipping the retirement
would have silently downgraded those installs while the sales page still
promised the modes.

If the modes are retired, that needs a dated notice: stop selling them
first, warn installs on those modes in-app, and then re-ship the change.
It should not arrive through an engineering cleanup.

The receipt #2863 landed stays in place; this commit adds the receipt
for the restored content.
2026-10-12 14:13:47 +01:00
rcourtman afc4c9275d Retire Patrol's Safe auto-fix and Autopilot modes
Patrol could run some fixes on its own in two paid modes: assisted (Safe
auto-fix) and full (Autopilot, behind a server-owned acknowledgement).
Schema-v17 telemetry for the week to 2026-10-11 counts 1 assisted and 2
full installs out of 612 reporting Patrol, 4 executed Patrol actions in
30 days, all on one install, and no GitHub request for more autonomy,
while the automatic path carried its own policy leases, acknowledgement
store, per-resource allowlist, release gate and Colima lab. Investigation
is what paid installs use, so it stays.

Patrol now has two modes. Watch only reports findings. Ask first
investigates and proposes fixes, and every fix waits in Actions for an
operator to approve and run it.

- A saved assisted, full or autonomous level reads as approval, and the
  update routes refuse those levels with 400 invalid_autonomy_level.
- The core Patrol action broker only plans: Plan and Submit persist the
  plan and return. ExecuteUnderPolicy, the policy authorization lease,
  the policy admission store methods, the Autopilot acknowledgement
  persistence, routes and dialog, and the per-resource automatic-action
  allowlist (store column now written as NULL) are gone.
  GetPatrolFullModeUnlocked stays on the extension contract and reports
  false.
- Historical action records keep their policy lease and tenant/resource
  reason codes decodable, labelled as retired modes.
- The Patrol inbox no longer splits issues into "continuing without a
  decision"; every current issue is an operator decision.
- Release gate RG-06 now proves Patrol never executes without an operator
  decision (integration tier) instead of limited unattended autonomy,
  and RG-02/RG-04 point at the surviving human-admission proofs.
- Pro plan copy, AI docs, privacy telemetry wording and the subsystem
  contracts describe the two modes.
2026-10-12 11:52:11 +01:00
rcourtman 8a99b16d6c docs: correct customer docs that drifted from the source
Audited the customer-facing docs against the code: about 5,200 concrete
claims (env vars, endpoints, flags, defaults, ports, UI labels), plus every
environment variable the code reads. Each discrepancy was re-verified
against the source before editing, and every edit was reviewed again.

What users would have hit following the old text:
- UI paths and labels that no longer exist (Settings > Relay, Platform
  connections, Access Control, SSO Providers, Create Organization) and
  Patrol mode names (now Ask first, Safe auto-fix, Autopilot).
- Wrong values and behaviour: LOG_MAX_AGE=0 does not disable cleanup,
  Patrol evidence budget is 10 calls and 12 turns, ALLOW_UNPROTECTED_EXPORT
  covers private networks too, PULSE_AUDIT_ASYNC defaults on.
- Agent install: install.sh ignores PULSE_ENABLE_KUBERNETES and
  PULSE_ENABLE_PROXMOX, rejects --disable-auto-update, and the token
  fallback lives in the state directory.
- API: audit endpoints answer 402 on Community, onboarding QR is GET,
  type=container is rejected, several routes need admin plus a scope.
- HTTP_REDIRECT_PORT was not documented anywhere.

Docs are mirrored under frontend-modern/public/docs, so each change is
applied to both copies. The tests that pinned the old wording (including
three that asserted claims the code contradicts) are updated alongside.

Contract-Neutral: Customer docs corrected to match shipped behaviour; no runtime, API or contract change.
2026-10-11 13:59:56 +01:00
pulse-triage[bot] 4f6a71d69f Keep FAQ and plan guidance aligned with Relay retirement
The existing FAQ and linked entitlement guide still advertise Relay purchases and remote web access after the reviewed retirement change. Explain continuing app access, subscriber Pro continuity, current plans and phone-alert alternatives; distinguish old Relay payloads without changing their runtime gates. Preserve shipped mirrors and enforce the accepted security guidance's continuing-access boundary.

Contract-Neutral: Documentation and copy assertions reflect existing retirement policy; runtime entitlements, routes and access controls are unchanged.
Change-source: pulse-maintainer
2026-10-01 15:28:12 +01:00
rcourtman 97f894b009 Retire Relay labels and upsells inside Pulse
Relay left public checkout on 2026-09-29: it only ever connected the
Pulse Mobile app, which retires on 31 March 2027, and existing Relay
subscribers now carry Pro entitlements. The app still sold it. Every
Community install saw a "Get alerts on your phone ... Available with
Relay and Pro plans" upgrade panel on Alerts destinations, the plan
screen offered a Relay card with "Remote web access via Relay", and the
settings section was called Remote Access although Relay never reached
the web UI.

The Alerts push panel now renders only on instances that have the relay
feature, with no upsell. The settings section, nav, header and locale
catalogs say Pulse Mobile and carry the retirement date. Community sees
only the Pro comparison card and Relay-tier licenses see none; gated
mobile features name Pro as their minimum plan. The relay feature is
labelled "Pulse Relay (Mobile Connection)" in the catalog, plan copy no
longer claims remote web access, the backend pairing diagnostics point
at Settings > Pulse Mobile, and the user docs, including PRIVACY.md,
state that Relay does not provide remote web UI access.
2026-09-29 13:19:54 +01:00
rcourtman fd8340b95e Clarify Community OIDC role mapping
Change-source: pulse-maintainer
2026-08-26 02:31:52 +01:00
rcourtman 63fc89f701 Write the deep-dive docs the AI pages promised
AI.md, AI_AUTONOMY.md and PULSE_PRO.md linked nine times into
docs/architecture/, which .gitignore marks as not for public release. The
targets were never missing, they were deliberately unpublished, so every one
of those links was dead for anybody but the maintainer.

Write the three promised documents against the code and publish them under
docs/ where the rest of the shipped set lives.

PATROL_ARCHITECTURE.md covers a run end to end. The interesting part is that
deterministic signal detection runs after the model, not before, so unmatched
signals catch what the model failed to file. Signal types, the thresholds
those signals derive from your own alert settings, and every condition in
Finding.ShouldInvestigate are documented from internal/ai/patrol_signals.go
and internal/ai/findings.go.

ASSISTANT_SAFETY.md documents the session state machine in
internal/ai/chat/fsm.go, its four states, the tool classification it runs on,
and its invariants. No write without a validated target, no second write
before the first is verified, no final answer about an unverified change, and
no attempt count that wears the gate down.

ASSISTANT_ARCHITECTURE.md covers the agentic loop around that machine, the
three-phase pipeline, why only execution parallelises and at what cap, the
read-before-write batch that must stay ordered, the look-before-asking gate
and its bound, and the stable error codes.

Also removed two older pointers into the same private directory, in API.md
and UPGRADE_v6.md, and the two references to ENTITLEMENT_MATRIX.md in
PULSE_PRO.md. That file exists locally and is a monetization document, so
publishing it is not a documentation decision.

Unresolvable intra-doc links are now 2 of 218, both internal release-control
documents deliberately withheld from the shipped set.

Contract-Neutral: documentation only
2026-08-03 22:20:57 +01:00
rcourtman 500d3be2a7 Align Pro feature catalog names with the new Patrol vocabulary
The public pricing surface and in-app plan-selling copy now say
"Patrol investigates issues and explains the root cause" and
"Patrol applies safe fixes and verifies the result". Rename the
licensing catalog DisplayName/ComparisonName pairs to the title-cased
forms, align the ai_autofix UpgradeReason verbs (apply/verify the
result), regenerate the frontend catalog, and update the Go, vitest,
and Playwright pins plus README and PULSE_PRO docs.
2026-07-11 09:33:47 +01:00
rcourtman ee8a24e14a backend and governance: MCP contract, agent capabilities, API, and release-control
Manifest-backed MCP tools, prompts, and resources with surface affordance contracts; agent capability manifest and governance projection; API contract tests and capability route projection; operations-loop and intelligence-funnel telemetry; release-control subsystem documentation, registry, and tooling; licensing and configuration.
2026-06-23 17:26:15 +01:00
rcourtman 68e3a015c0 Reconcile provider-hosted MSP copy 2026-06-02 19:14:18 +01:00
rcourtman 82c54cc39b Make self-hosted SSO Community-tier
Treat OIDC, SAML, and multi-provider SSO as included Community capabilities while retaining advanced_sso as a compatibility key. Remove SAML-specific paywalls and paid-upgrade copy from runtime, settings UI, entitlement snapshots, docs, journey proof, and subsystem contracts.

Refs #1449
2026-05-03 12:48:01 +01:00
rcourtman c7164c2906 Clarify Relay mobile handoff paid copy 2026-04-30 13:18:04 +01:00
rcourtman 72fe17a5d9 Extend paid claim proof boundary 2026-04-29 23:40:32 +01:00
rcourtman 015ce04bb3 Remove stale monitored-system cap wording 2026-04-29 20:07:00 +01:00
rcourtman 381d7f50a5 Document paid feature proof map 2026-04-29 18:35:23 +01:00
rcourtman df3ab06174 Prove v6 paid feature claims 2026-04-29 17:37:38 +01:00
rcourtman f060f261cd Present Relay as annual-first support tier 2026-04-29 12:49:20 +01:00
rcourtman 2f2f729d35 Use neutral self-hosted monitoring copy 2026-04-29 11:09:57 +01:00
rcourtman 5d496a5d2a Align self-hosted plan docs and tests 2026-04-29 09:21:10 +01:00
rcourtman b64a13a06e Clarify uncapped self-hosted Pro docs 2026-04-28 21:04:03 +01:00
rcourtman 9217c065df Clarify self-hosted no-cap Pro continuity 2026-04-28 20:48:10 +01:00
rcourtman 269fa3cf4f Remove self-hosted trial and quickstart surfaces 2026-04-28 14:12:58 +01:00
rcourtman 6516a864b9 Align Pulse Pro v6 value copy 2026-04-28 11:03:37 +01:00
rcourtman 8363986c36 Align AI autonomy docs with paid boundary 2026-04-26 20:29:34 +01:00
rcourtman f9c9b10fd5 Align public docs with free-first v6 packaging 2026-04-26 14:04:31 +01:00
rcourtman a5687cd22e Formalize v6 paid-surface classification 2026-04-23 14:53:41 +01:00
rcourtman fcd7adca43 Align v6 Pro copy with operator value 2026-04-23 14:21:02 +01:00
rcourtman 80d9588d49 Remove unimplemented white-label claims and fix TOS product description
White-label branding was advertised as a Cloud Enterprise feature in
docs/CLOUD.md and docs/PULSE_PRO.md while the underlying capability is
still marked "not implemented" in features.go. Pulled from the customer-
facing matrix and prose so we are not selling a vapor feature.

TERMS.md described Pulse Pro as "infrastructure monitoring and AI-powered
automation" — narrowed to "infrastructure monitoring tool with AI-assisted
operations" so the legal document matches the product's actual posture.

Also trimmed the Pro row subtitle in the self-hosted pricing table to
drop "automation" since the AI autonomy surface is framed as assistance
with approval, not automated operations.
2026-04-17 10:50:00 +01:00
rcourtman 5914a4127d Make self-hosted core monitoring uncapped
Refs #1409
2026-04-16 01:21:57 +01:00
rcourtman 23d5a8a6b2 Clarify grandfathered v5 licensing docs 2026-04-15 11:14:48 +01:00
rcourtman 34784c9b9b Lock grandfathering to pre-cutover subscribers 2026-04-15 09:16:07 +01:00
rcourtman d0bde35018 Clarify paid v5 customer continuity in v6 docs 2026-04-15 00:42:14 +01:00
rcourtman f3c4d4d83d Grandfather active v5 Pro customers as uncapped 2026-04-15 00:35:24 +01:00
rcourtman b84e4067e8 Uncap grandfathered lifetime entitlements 2026-04-14 23:34:37 +01:00
rcourtman 3257ba3edf Align quickstart copy to activated install contract 2026-04-03 00:57:32 +01:00
rcourtman d3608e20d6 Align Patrol quickstart copy with runtime contract 2026-04-02 23:40:15 +01:00
rcourtman 778a2577b6 feat: Pulse v6 release 2026-03-18 16:06:30 +00:00
rcourtman fa1b74792e docs: add comprehensive deep-dive documentation for AI subsystems
Adds detailed architecture documentation for Pulse Patrol and Pulse Assistant. Updates AI.md and PULSE_PRO.md. Also includes additional tests.
2026-02-02 10:29:07 +00:00
rcourtman 724dee0b36 Update docs for BYOK Patrol and Pro auto-fix 2026-02-01 14:47:02 +00:00
rcourtman c8b6cbfc6d feat(pro): long-term metrics history (30d/90d)
- Add FeatureLongTermMetrics license feature for Pro tier
- Implement tiered storage in metrics store (raw, minute, hourly, daily)
- Add covering index for unified history query performance
- Seed mock data for 90 days with appropriate aggregation tiers
- Update PULSE_PRO.md to document the feature
- 7-day history remains free, 30d/90d requires Pro license
2026-01-22 00:42:41 +00:00
rcourtman 0ca6001bad docs: update documentation after sensor proxy deprecation
Update docs to reflect the simplified temperature monitoring architecture:
- Remove references to pulse-sensor-proxy throughout
- Update TEMPERATURE_MONITORING.md to focus on unified agent approach
- Update CONFIGURATION.md, DEPLOYMENT_MODELS.md, FAQ.md
- Remove SECURITY_CHANGELOG.md (proxy-specific security notes)
- Clarify current recommended setup in various guides
2026-01-21 12:00:59 +00:00
rcourtman 2a8f55d719 feat(enterprise): add Advanced Reporting and Audit Webhooks integration
This commit adds enterprise-grade reporting and audit capabilities:

Reporting:
- Refactored metrics store from internal/ to pkg/ for enterprise access
- Added pkg/reporting with shared interfaces for report generation
- Created API endpoint: GET /api/admin/reports/generate
- New ReportingPanel.tsx for PDF/CSV report configuration

Audit Webhooks:
- Extended pkg/audit with webhook URL management interface
- Added API endpoint: GET/POST /api/admin/webhooks/audit
- New AuditWebhookPanel.tsx for webhook configuration
- Updated Settings.tsx with Reporting and Webhooks tabs

Server Hardening:
- Enterprise hooks now execute outside mutex with panic recovery
- Removed dbPath from metrics Stats API to prevent path disclosure
- Added storage metrics persistence to polling loop

Documentation:
- Updated README.md feature table
- Updated docs/API.md with new endpoints
- Updated docs/PULSE_PRO.md with feature descriptions
- Updated docs/WEBHOOKS.md with audit webhooks section
2026-01-09 21:31:49 +00:00
rcourtman 3e2824a7ff feat: remove Enterprise badges, simplify Pro upgrade prompts
- Replace barrel import in AuditLogPanel.tsx to fix ad-blocker crash
- Remove all Enterprise/Pro badges from nav and feature headers
- Simplify upgrade CTAs to clean 'Upgrade to Pro' links
- Update docs: PULSE_PRO.md, API.md, README.md, SECURITY.md
- Align terminology: single Pro tier, no separate Enterprise tier

Also includes prior refactoring:
- Move auth package to pkg/auth for enterprise reuse
- Export server functions for testability
- Stabilize CLI tests
2026-01-09 16:51:08 +00:00
rcourtman 73c5128a87 feat(audit): Add audit log API endpoints and UI with signature verification
- Add GET /api/audit endpoint for listing events with filters
- Add GET /api/audit/:id/verify endpoint for signature verification
- Add AuditLogPanel UI component with filtering and verification
- Update docs with audit API documentation
- Add localStorage utils for persisting UI state
- Update gitignore patterns
2026-01-08 19:19:57 +00:00
rcourtman 7db6b3e47d feat: Add AI chat session sync across devices
Implements server-side persistence for AI chat sessions, allowing users
to continue conversations across devices and browser sessions. Related
to #1059.

Backend:
- Add chat session CRUD API endpoints (GET/PUT/DELETE)
- Add persistence layer with per-user session storage
- Support session cleanup for old sessions (90 days)
- Multi-user support via auth context

Frontend:
- Rewrite aiChat store with server sync (debounced)
- Add session management UI (new conversation, switch, delete)
- Local storage as fallback/cache
- Initialize sync on app startup when AI is enabled
2026-01-08 10:47:45 +00:00
rcourtman 3f0808e9f9 docs: comprehensive core and Pro documentation overhaul
- Major updates to README.md and docs/README.md for Pulse v5
- Added technical deep-dives for Pulse Pro (docs/PULSE_PRO.md) and AI Patrol (docs/AI.md)
- Updated Prometheus metrics documentation and Helm schema for metrics separation
- Refreshed security, installation, and deployment documentation for unified agent models
- Cleaned up legacy summary files
2026-01-07 17:38:27 +00:00