Commit Graph

117 Commits

Author SHA1 Message Date
rcourtman e65bef8e84 Fix atomic action lifecycle replay 2026-07-11 14:02:32 +01:00
rcourtman ffd1ea8127 Enforce Assistant read-only scope integrity 2026-07-11 12:43:55 +01:00
rcourtman 4edf5f8265 fix: close chat command authority boundary 2026-07-11 11:54:56 +01:00
rcourtman 956f5749d6 A.1: close the proposal-channel contract breaks before Commit B
Privacy: provider-streamed RawInput overrides on tool_progress events
are unredacted model output; for exposure-restricted tools they are now
discarded instead of replacing the projected form (the override was
reintroducing exactly the values the projector removed). Proven with a
progress event carrying a secret in the raw override.

Schema validation: proposal acceptance now validates through the
planner's exported canonical rules - FindCapability's exact-name
matching (the capture previously matched case-insensitively while
planning matched exactly) and ValidateParams for declared, required,
typed, enum, pattern, and malformed-schema cases - so a proposal that
validates is exactly a proposal the planner will accept. The
sensitive-parameter rejection remains a proposal-specific ratchet on
top.

Fail-closed ratchets: params and evidence identity are deep-cloned on
capture and again on outcome, so caller-side mutation after validation
can never alter the actionable proposal; fingerprint serialization
failures return errors rather than a shared sentinel value; an
investigation run refuses to start without finding and investigation
identity (before any provider call or session exists); and any run
error nils the proposal while preserving simultaneous proposal errors
via errors.Join - a non-nil proposal exists only from a completely
successful run.
2026-07-10 17:08:25 +01:00
rcourtman 9bc51a8a35 Build the narrow proposal channel: patrol_propose_action and its capture sink
Commit A of the coordinated proposal slice (pulse-internal; the
aicontracts interface replacement and enterprise migration follow as
one window because pulse-enterprise builds against this tree via a
replace directive).

patrol_propose_action is a side-effect-free, mutation-none capture
whose schema carries only resource_id, capability_name, params, and
reason. Registry policy rejects it outside the Patrol investigation
profile before the handler runs, and the same check keeps it out of
every other profile's projected manifest. Correlation identity
(proposal, finding, investigation, evidence) is injected from trusted
orchestration context through the request-local ProposalCapture sink,
which executor clones share so one run has exactly one capture.

Tool calls now carry an explicit invocation envelope (tool-use ID,
name, arguments) through ExecuteInvocation; the ID rides the context
because per-turn tool calls execute concurrently. The sink keys on call
identity plus payload fingerprint: idempotent replay re-succeeds, the
same ID with a different payload latches a terminal integrity error,
and a second distinct valid proposal latches terminal ambiguity - both
terminal states invalidate the captured proposal, since concurrency
makes first-wins nondeterministic. Proposals count only after catalog
validation: advertised capability, declared/required/enum parameters,
and sensitive parameters rejected before success with no value echo in
any output.

ExecuteInvestigationStream returns proposal cardinality as a structured
result with typed errors for ambiguity, integrity violations, and the
failed-attempts-only case (never collapsed into the valid zero-proposal
conclusion); ListInvestigationTools projects through the identical
profile path. Proposal parameter values exist only transiently for
provider continuation and validation: the canonical exposure projector
redacts them from the durable transcript and every
tool_start/progress/end stream event, proven end-to-end with a scripted
provider run that also verifies the provider continuation keeps raw
values.

Essential proof included: two concurrent valid proposal calls produce
ErrProposalAmbiguous and a nil proposal regardless of execution order.
2026-07-10 16:47:23 +01:00
rcourtman d274c93c58 Close the two profile residuals before the proposal slice
The blocked-question branch persisted its refusal only to provider
context, so the durable transcript retained a question call with no
matching result. The refusal is now appended to the transcript as well,
and the previously deferred end-to-end loop proof drives a scripted
provider turn carrying pulse_question plus a sibling pulse_query under
the detection profile, asserting: no waiting-for-answer event, the
persisted call/result pairing, sibling execution, and continued
inference to the model's final answer.

Execution profiles gain the closed-vocabulary ratchet: Valid() pins the
known set, ApplyExecutionProfile and the loop setter reject unknown
values outright, and NonInteractive() fails closed so an unclassifiable
posture can never inherit interactive permissions.
2026-07-10 16:14:38 +01:00
rcourtman 97a30b0600 Introduce the Patrol execution profiles: detection and investigation
Execution posture is now profile-owned through the core-only,
never-serialized tools.ExecutionProfile. Both Patrol profiles are
non-interactive, deny infrastructure mutations, and clear any inherited
autonomous mode. Detection restricts pulse-state mutations to an
explicit allowlist of the finding lifecycle tools - a blanket
pulse-state allowance would also permit alert dismissal and knowledge
writes - while investigation denies all pulse-state mutations, keeping
it structurally read-only. InvocationPolicy gains the allowlist and
Allows() is now tool-name-aware.

Chat turns build ONE effective request executor (control level,
autonomy, profile, resolved context) BEFORE provider projection and
clone that executor per provider attempt, reversing the previous
project-from-base-then-clone order so the offered schema and the
runtime boundary always agree. Scheduled Patrol (ExecutePatrolStream)
now runs under the detection profile instead of autonomous mode -
closing its direct view of Docker/Kubernetes mutation subactions - and
ListAvailableTools projects through the identical path.
toolsForExecutionMode's mode booleans are replaced by the profile on
the executor itself.

Non-interactive profiles independently hide pulse_question from the
manifest AND runtime-block it before the interactive-call-set special
case: a fabricated question call returns a non-interactive error
without emitting a waiting event, and sibling tool calls from the same
provider turn keep processing. Approval waits never block for
non-interactive profiles (they queue), and the tool-only-turn wrap-up
guardrail is interactive-profile-owned instead of keyed on autonomy.
The system prompt describes detection and investigation modes directly
rather than claiming controlled or autonomous execution; the
investigation prompt directs the model toward typed action proposals.

Proofs: detection allowlist enforcement (alerts resolve and knowledge
remember blocked, finding tools allowed, projection agrees),
investigation structural read-only (patrol mutation tools dropped from
the manifest and blocked at runtime), profile clone isolation, profile
prompt modes, and question-tool hiding across profiles.
2026-07-10 15:53:38 +01:00
rcourtman 8c8affc041 Split tool registration authority and make the registry append-only
Review of 3073a5061 found the remaining registration hole: Register
rejected canonical descriptor overrides but still accepted a canonical
NAME with a nil override, inheriting the canonical descriptor while
replacing the governed handler in the map - an extension could re-register
pulse_read and bypass its execution-intent enforcement.

Registration authority is now split. registerBuiltin is the unexported
construction-time path for canonical Pulse tools: shared descriptor
mandatory, overrides rejected. RegisterExtension - the only path exposed
through PulseToolExecutor.RegisterTool - rejects every canonical tool
name outright and requires the extension to declare its own descriptor.
Both paths are append-only: a name registers exactly once, so no later
registration can swap out an already-governed handler.

Proofs cover the exact bypass (canonical name, nil override), extension
and builtin duplicate rejection, builtin override rejection, and
descriptor-less extension rejection. Tests that previously swapped
handlers by re-registering now use fresh executors per scenario.
Contract prose and source pins updated.
2026-07-10 15:16:06 +01:00
rcourtman 3073a50614 Harden the invocation-descriptor contract before the investigation profile
Four classifier ratchets from review of 67c2534c0:

The classification vocabulary is closed: descriptor validation rejects
any class outside the known workflow kinds and mutation targets (an
empty Mutation no longer registers), and InvocationPolicy.Allows
independently denies unknown mutation targets outright, so a class
that somehow bypassed validation still cannot execute. Descriptor
lookups and registration store deep copies, so callers can never
mutate the canonical table through shared case maps or static class
pointers. Registration rejects descriptor overrides for canonical tool
names; overrides exist only for genuinely non-canonical extension and
test names.

Projected governance now derives its action mode from mutation
targets, not workflow kinds, and recomputes it even when no enum value
was filtered; a projection whose remaining invocations mutate nothing
downgrades to scope-only approval metadata (registered scope-only
summaries are preserved). Docker check_updates reclassifies from
{write,none} to {read,none}: it queues a read-only scan, and the write
kind was driving the FSM into verification and making the read-only
Docker projection report mixed. Discovery consequently projects as
mode=read in governance manifests, which is the honest mutation-derived
mode. The pulse_file_edit governance summary no longer claims to read
files. The contract prose also names pulse_read's execution-intent
classifier as mandatory second-stage enforcement for exec, not merely
defense in depth: the static read/none descriptor cannot prove
arbitrary command text safe.

Proofs: open-vocabulary rejection, unknown-target policy denial,
descriptor copy isolation, canonical-override rejection, and the
read-only Docker read/scope-only projection.
2026-07-10 13:53:31 +01:00
rcourtman 67c2534c08 Replace the hard-coded tool classifier with registry-owned invocation descriptors
Every registered Pulse tool now carries a canonical invocation
descriptor (internal/agentcapabilities/invocation.go): static or
discriminator-based, classifying each invocation with a workflow kind
plus a mutation target (none / pulse_state / infrastructure). Mixed
descriptors must exactly cover their schema enum and registration
panics otherwise, so an unclassifiable tool cannot exist. Missing,
malformed, unknown, or fabricated discriminator values classify
fail-closed as infrastructure writes.

Provider projection and runtime enforcement consume the same
descriptor under one InvocationPolicy (control level plus the
request-local, non-serializable deny_infrastructure_mutations
restriction, isolated across executor clones): ListTools and
ListToolGovernance remove forbidden enum values, drop empty tools, and
recompute the offered action mode, while ToolRegistry.Execute blocks
forbidden invocations before the handler runs. This closes the mixed
tool control-level bypass, most seriously Docker action:update, which
previously fell through to direct execution at read-only, and fixes
the Kubernetes misclassification: the retired switch read the action
argument while the schema discriminator is type, so type:scale
classified as read.

pulse_file_edit is now write-only (append/write); file inspection
routes through pulse_read action=file, whose exec path keeps its
structural read-only execution-intent enforcement. ClassifyToolCall
consults the descriptor table first and retains only genuinely
non-registry compatibility cases. The deny restriction is deliberately
separate from autonomous mode, which only suppresses interactive
questions and grants no mutation authority.

Proofs: descriptor validation and fail-closed classification unit
tests, plus the invocation-policy regression suite (scale classifies
write and never invokes at read-only or under deny; Docker update
queues nothing at read-only; autonomous plus deny cannot mutate;
fabricated enum values fail at runtime; filtered projection and
runtime enforcement agree; executor clones keep request policies
isolated). Contracts and registry ownership updated for the new
shared invocation descriptor boundary.

Slice 3a of the typed-lifecycle ratchet; the patrol_investigation
execution profile and patrol_propose_action tool build on this
substrate next.
2026-07-10 13:31:11 +01:00
rcourtman 8d07089eb3 Finish the Assistant & Patrol settings rename to Pulse Intelligence
Commit cc948b022 fixed the Patrol preflight strings that gated keyless
onboarding; this sweeps the rest. Error messages, readiness checks, and
guidance copy that still pointed at the retired Assistant & Patrol
settings page now name the real surfaces: Pulse Intelligence settings
for the area as a whole, and the Provider & Models settings page for
provider-credential guidance, matching the phrasing cc948b022
established. Pinning tests updated in step, including three
ai_handlers_test.go assertions cc948b022 had already left stale.
2026-07-10 12:04:03 +01:00
rcourtman f4c2fd0c38 Fail closed on unknown remediation lock state for autonomous dispatches
The AI action broker treated an unreadable operator lock as unlocked:
isResourceRemediationLocked returned (false, nil) with no audit store
wired, and the caller logged store errors then dispatched anyway. An
operator's NeverAutoRemediate=true could be silently ignored whenever
the policy store was missing or erroring, which is unacceptable while
Patrol and Assistant run at assisted or full autonomy.

Posture change at the dispatch decision point:
- isResourceRemediationLocked now reports unknown state (nil store or
  lookup failure) as an ErrRemediationLockStateUnknown-wrapped error
  instead of silently defaulting to unlocked.
- New checkRemediationLockForDispatch gate: dispatches without an
  approved human decision fail CLOSED on unknown lock state and
  surface "remediation lock state unknown; operator approval
  required". Human-approved dispatches keep the historical fail-open
  behavior with a warning log. A confirmed lock still refuses even
  approved dispatches, as before.
- executeNativeActionWithAudit (TrueNAS app start/stop/restart) now
  enforces the lock too; it previously skipped the check entirely.
- Refusals persist Failed audit records with stable
  remediation_lock_state_unknown: / resource_remediation_locked:
  ErrorMessage prefixes.
- ai-runtime subsystem contract updated to pin the new posture.

Tests cover store-error and nil-store at both autonomy postures on
both dispatch paths; routing/control tests now wire an in-memory
audit store since autonomous dispatch without one is refused.
2026-07-10 00:14:01 +01:00
rcourtman dc6b5c3197 Verify AI Kubernetes scale and Docker update actions after execution
Two AI write paths asserted unverified success while the Proxmox guest
and Docker start/stop/restart handlers already do read-after-write
checks. Bring both in line with that idiom:

- pulse_kubernetes scale: re-read the deployment's spec/ready replicas
  via kubectl through the same agent (bounded settle-and-retry window)
  and return a JSON response with a verification block instead of
  "Action complete - no verification needed".
- pulse_docker update: the docker agent already recreates the container,
  health-checks it, rolls back on failure, and acks a terminal command
  status; expose that status through a new Monitor lookup
  (GetDockerCommandStatus) plus UpdatesProvider.GetCommandStatus, and
  poll it within a bounded window. Responses now report verified
  success, verified failure (is_error), or an explicit inconclusive,
  never unverified success.

kubernetes_control_test.go also carries a small in-flight fix from the
parallel remediation-lock work (in-memory ActionAuditStore in the test
helper) that these tests require to run on this tree.
2026-07-10 00:05:22 +01:00
rcourtman 48cf663237 Strengthen evidence and impact guidance in patrol finding tool
The patrol_report_finding tool descriptions for evidence, impact, and
recommendation were too permissive, causing the LLM to frequently omit
them. Future patrol runs will produce better-scaffolded findings.

1. Rewrite tool descriptions to emphasize evidence as a trust anchor
   that should always be included, and impact as expected whenever the
   data supports it.
2. Add 'Authoring Evidence' section to the patrol system prompt with
   concrete examples, matching the existing 'Authoring Impact' section.
3. Add test verifying trust scaffolding guidance is in the system prompt.

Addresses checklist L48-50 (trust scaffolding).
2026-06-27 14:53:48 +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 6725d6a784 Add governed Docker and Podman lifecycle actions
Refs #1034
2026-06-12 21:17:58 +01:00
rcourtman 8439ce6e6b Dedupe AI runtime guest-family, tool-pipeline, and provider clones
Clears the ten dupl pairs across internal/ai:

- patrol_intelligence.go, tools_query.go, tools_storage.go: VM and LXC
  system-container paths collapse into generics over read-state view
  method subsets (gatherGuestIntelligenceFromViews, canonicalGuestGetResult
  + guestViewGetResult, addCanonicalGuestSearchMatches +
  addGuestViewSearchMatches, appendGuestDiskSummaries).
- tools_file.go: append/write share executeFileMutation driven by
  fileMutationSpec (approval-command text, shell redirect, verification
  strategy stay per-action and verbatim).
- tools_kubernetes.go: deployment restart / pod delete share
  executeKubernetesResourceAction driven by kubernetesResourceAction.
- providers/anthropic.go + anthropic_oauth.go: message conversion shared
  via convertMessagesToAnthropic (the OAuth copy was annotated 'same as
  regular client').
- memory/changes.go + memory/remediation.go: history loading shared via
  the generic loadMemoryHistory in memory/paths.go (10 MiB cap, sort,
  missing-file semantics preserved via a found flag).
- findings.go and unified/alerts.go: Finding/findingJSON and
  UnifiedFinding/unifiedFindingJSON are deliberate marshal-mirror twins
  (AlertIdentifier json:"-" vs alert_identifier round-trip); merging
  would break every public literal. Suppressed with nolint:dupl and
  enforced instead by new reflect-based mirror-sync tests.

Contract Extension Points name the shared helpers and the mirror
invariant. Full ./internal/ai/... test tree passes.
2026-06-10 09:38:52 +01:00
rcourtman ab9552716c Auto-clear event/persistent Patrol findings on affirmative deterministic verification
The finding lifecycle was asymmetric around the deterministic-resolve
gate: the gate correctly blocks LLM resolves of event/persistent
findings (backup, reliability, security, general) when the verifier
still detects the signal, but nothing ever cleared such a finding when
the underlying issue WAS fixed — absence-based stale auto-resolve only
covers performance/capacity, so a fixed backup stayed an active finding
indefinitely unless the LLM happened to call patrol_resolve_finding.

reconcileStaleFindings now runs the deterministic verifier for seeded,
unreported event/persistent findings whose key has one, and resolves
ONLY on an affirmative "signal gone" verification. Still-present or
inconclusive results fail closed (same standard as the resolve gate);
verifications are capped per run (3) with deferred candidates logged
and retried next run. Test seam: PatrolService.verifyFixResolvedFn.

Two enabling repairs found during verification:
- hasDeterministicVerifierForKey listed 2 of the 7 keys the
  verifyFixDeterministically dispatch handles, so the LLM-resolve gate
  silently skipped existing verifiers for backup-stale and
  guest-unreachable findings. Now aligned; documented as the single
  source of truth for both consumers.
- The finding-key vocabulary was forked: the patrol_report_finding tool
  suggested keys (high-cpu, ...) the verifier switch never matched, so
  verification rarely engaged for new findings. normalizeFindingKey now
  aliases unambiguous directional synonyms onto the canonical verifier
  vocabulary (high-cpu -> cpu-high etc.; pbs-job-failed and node-offline
  deliberately NOT aliased — different resource models), and the tool
  description teaches the canonical keys.

NOT changed: the synthetic ai-patrol-error finding — verification showed
the reported "accumulation" is a non-problem (deterministic ID, store
merges repeats as heartbeats, successful runs auto-resolve it).

Teeth: 8 new tests in patrol_reconcile_test.go including the
idempotence invariant (repeat reconcile over unchanged state produces
zero resolves and zero lifecycle growth) and the cap-defers case.
Contract: verified stale-resolve clause added beside the
deterministic-resolve-gate in ai-runtime.md. Full internal/ai tree green.
2026-06-09 21:47:14 +01:00
rcourtman a24e944f1b Carry per-fact discovery provenance through to the model
buildDiscoveryToolResponse rebuilt each fact as {category,key,value} and dropped
the Source (the command/origin that produced it) and Confidence the DiscoveryFact
already carries — so the model could state facts it couldn't attribute or weight.
Serialize both per fact (omitted when empty) so the Assistant can report "Debian
12, per /etc/os-release" instead of a bare, untraceable claim.

This is the first piece of the provenance/trust groundwork: make the model
*receive* the source metadata it needs to cite. Surfacing it to the user (UI) and
push-path discovery freshness are follow-ups.

- Test: TestBuildDiscoveryToolResponse_IncludesFactProvenance (source+confidence
  present when set, omitted when empty).
- Contract: ai-runtime section 8 documents the pulse_discovery fact provenance.
2026-06-09 10:35:29 +01:00
rcourtman accebfb305 Infer resource_type from a canonical handle in pulse_query get
In the trace for 'hows esphome', the model called get with the canonical handle
'system-container-599a2e3...' as resource_id and no resource_type, and it failed
twice with 'resource_type is required' before recovering with 'get 102'. The user
sees those failed tool calls in the chat.

A canonical handle already encodes the type (unifiedresources/ids.go builds ids
as '<type>-<hash>'), so executeGetResource now infers resource_type from the
handle when it's omitted, via resourceTypeFromCanonicalID (the trailing hex hash
segment is unambiguous since no type word is all-hex). A bare numeric VMID still
requires an explicit type. Test TestResourceTypeFromCanonicalID covers it; full
internal/ai/tools green.
2026-06-08 15:49:09 +01:00
rcourtman ddc480ff3c Recalibrate resource sensitivity: ordinary workloads aren't secret
User on a cloud model saw 'redacted by policy' everywhere. Root cause: the
default classification (classifyResourceSensitivity) treated every VM, container,
pod, k8s workload, and docker service as 'Sensitive', which redacts their
hostname/IP/alias/path for cloud models. For Pulse's homelab/SMB audience that
crippled the cloud Assistant — a workload named 'grafana' isn't a secret, and its
private LAN IP isn't either.

Recalibrate: compute workloads classify as 'Internal' (cloud-summary, no
redaction) so cloud models can see their names/IPs. Escalation to
Sensitive/Restricted is by tag (database, backup, customer-data, secret, ...) or
by genuinely sensitive TYPE: storage/data-at-rest (storage, PBS, Ceph,
physical-disk, network-share, network, k8s PV/PVC/StorageClass), configuration
(docker-config, k8s-configmap), and security (k8s RBAC, secrets, PMG). Secrets
and PMG stay Restricted; the tag-based escalation is unchanged.

Tests: new TestRefreshPolicyMetadata_PlainComputeWorkloadsAreInternalNotRedacted
+ TestComputeWorkloadPolicyIsInternalUnlessEscalated lock it in. ~13 AI-subsystem
redaction tests that assumed plain compute = Sensitive updated to tag their
fixtures so they still exercise redaction on a genuinely-sensitive resource (no
assertions weakened). Contract: unified-resources Extension Points documents the
recalibrated classification. internal/ai/... + internal/unifiedresources/... green.
2026-06-08 15:21:51 +01:00
rcourtman d7f0de0ba2 Add data directories to remediation context
FormatForRemediation surfaced config and log paths but not data paths,
while FormatForAIContext (chat) does. For remediation those matter —
backup targets, disk-full triage, restore points (e.g. a database data
dir or HA's /config/.storage). Add a Data Directories section, matching
the chat pack. Extends the remediation test to assert a data path
reaches it; teeth-checked. Full servicediscovery package green.
2026-06-07 13:36:09 +01:00
rcourtman 7c583c0547 Answer Assistant inventory counts locally 2026-06-06 01:47:05 +01:00
rcourtman 774d49e2a4 Fix Assistant current-resource tool routing 2026-06-05 19:10:46 +01:00
rcourtman 05d00a65a6 Hide raw Assistant tool-call output 2026-06-05 14:05:38 +01:00
rcourtman 29ac5945bc Fix resource-context Assistant tool targeting 2026-06-04 19:18:08 +01:00
rcourtman 3f8525a7c2 Implement resource-aware Assistant context 2026-06-04 16:36:04 +01:00
rcourtman faefe6edc8 Remove 198 unreachable Go functions
Dead-code sweep. Functions flagged unreachable by golang.org/x/tools/cmd/deadcode
and confirmed unused across pulse, pulse-enterprise, pulse-pro and pulse-mobile by
adversarial cross-repo verification. Cross-module reachability was checked
explicitly (only pkg/ exported symbols are importable by other modules; internal/
packages and _test.go files are not). go build, go vet and test-compile all pass.
2026-06-03 12:29:37 +01:00
rcourtman d3934e19e3 Harden repository advisory boundaries 2026-05-24 08:15:29 +01:00
rcourtman bc2adac8b5 Stabilize dev runtime and complete PMG read-state migration
Refs architecture post-RC canonicalization follow-up.
2026-05-21 15:15:23 +01:00
rcourtman 9c55c341e2 Implement Discovery observed context UX 2026-05-20 13:21:55 +01:00
rcourtman 6aad1118cd Align discovery with tool-led AI runtime
- add a forced run action to pulse_discovery for known resources

- make discovery progress describe model-backed evidence analysis rather than a live Assistant chat

- keep shared select hydration stable for persisted discovery intervals
2026-05-15 23:05:36 +01:00
rcourtman 0561a1b5fa Remove Assistant and Patrol tool-routing heuristics 2026-05-15 14:51:15 +01:00
rcourtman 895b78bd89 Make Assistant tool choice model-owned 2026-05-15 11:27:15 +01:00
rcourtman f024d3b560 Align action audit verification projection 2026-05-13 18:36:00 +01:00
rcourtman fbbf1daf4c Harden action start refusal audit 2026-05-13 14:25:04 +01:00
rcourtman e36945741e Sanitise plain-JSON tool-call leaks from weak local models
Small Ollama models (qwen2.5:11b, qwen2.5:14b, similar) frequently emit
Pulse tool invocations as plain JSON inside content instead of routing
through the structured tool_calls channel. Users saw raw payloads like
`{"name": "pulse_query", "parameters": {...}}` as the assistant's final
response.

Extend cleanToolCallArtifacts and containsToolCallMarker with a new pass
that detects this leak shape, gated on a closed allowlist of canonical
tool names sourced from the runtime registry. The allowlist auto-syncs
when registerTools() gains a tool, so no separate hand-maintained list.

Anchored on (?:^|\n) and a leading `"name"` key so prose containing JSON
fragments, unrelated objects (`{"foo":"bar"}`), or named resources
(`{"name":"my-vm","cpu":50}`) are left untouched.
2026-05-11 17:02:07 +01:00
rcourtman 4dff26f728 Emit structured telemetry on reporting and summarize invocations
The reporting feature now ships across two surfaces (PDF/CSV export
and pulse_summarize chat tool) and three modes (single-resource,
fleet, summarize). Without usage telemetry we can't tell whether the
work earns its place — operator demand, AI-vs-heuristic adoption,
range/format preferences are all invisible. Stops further feature
investment from being pure speculation.

Three new info-level log events, structured so an agent can grep
transcripts and group by dimension without a separate metrics
pipeline (matches the "agent owns ops analysis, human gets outcomes"
posture in MEMORY.md):

  reporting.single.generated     — single-resource PDF/CSV
  reporting.fleet.generated      — multi-resource fleet PDF/CSV
  reporting.summarize.invoked    — pulse_summarize chat tool (both modes)

Common dimensions: org_id, format/action, range, ai_configured,
findings_configured, window_start/end. Single-resource adds
resource_type + metric_type + bytes; fleet adds resource_count +
bytes; summarize adds resource_type + resource_count (fleet mode) +
narrative_source (so we can audit AI-fallback rate).

Includes rangeLabel() helper that maps a window to the canonical
catalog range token (24h/7d/30d) with a 1h tolerance, falling back
to "<hours>h" so non-standard windows still group. Tested.

TestReportingTelemetryEventNames pins the canonical event names as
a contract — an agent grepping logs depends on them being stable;
changing them silently would break audit tooling on the consumer
side.

The reporting engine already logs the resolved narrative source
(heuristic/ai) at debug level via the existing "Generating report"
line, useful for diagnosing why a specific report fell back. Kept
at debug; the new info-level events cover the operator surface.
2026-05-10 22:59:23 +01:00
rcourtman 03463c1bfe Thread per-tenant AI narrators into pulse_summarize via chat session
v1 of pulse_summarize (1fe5d6853) shipped with heuristic narrative
only. The follow-up wiring promised in that commit now lands: the
chat session carries optional report-narration providers that the
tool's handler reads when building requests, so AI-narrated synthesis
flows into chat using the same provider, sanitizer, model selection,
cost ledger, and budget gate the report PDF endpoint already uses.

Pipeline:
- pkg/reporting Narrator / FleetNarrator / FindingsProvider interfaces
  are already implemented by internal/ai.Service. No new
  implementations.
- tools.ExecutorConfig + PulseToolExecutor gain three optional fields
  (ReportNarrator, ReportFleetNarrator, ReportFindingsProvider).
  Clone() copies them so per-session executors inherit the wiring.
- chat.Config gains the same three fields; NewService threads them
  into ExecutorConfig.
- tools_summarize.go reads e.reportNarrator/FleetNarrator/
  FindingsProvider and populates MetricReportRequest /
  MultiReportRequest. The engine already accepts these on the request
  and falls back to heuristic when they are nil — no engine changes
  needed.
- AIHandler gains SetReportNarratorResolver(ctx -> narrators); both
  per-tenant and default chat.Config construction sites invoke the
  resolver. Router wires the resolver to AISettingsHandler.GetAIService
  with the same Enabled-gate the reporting handler uses.

Unconfigured tenants are unchanged: the resolver returns nil, the
tool returns heuristic narrative — identical to today. Configured
tenants get AI synthesis in chat that matches what their report PDF
already carries, billed and budget-gated the same way.
2026-05-10 22:50:17 +01:00
rcourtman 1fe5d6853f Expose reporting synthesis to Assistant via pulse_summarize tool
The reporting synthesis layer (observations, recommendations,
outliers, period comparison) shipped trapped behind the PDF/CSV
export. Operators who chat with Assistant could not ask "what's been
happening with pve1 this week" — the data path existed but had no
non-PDF surface. This commit adds a single new tool, pulse_summarize,
that wraps the engine's non-rendering entry points (NarrativeFor /
FleetNarrativeFor) so that question gets answered in chat.

The tool takes an action parameter (resource | fleet) and routes
accordingly:
- resource mode requires resource_type + resource_id and returns the
  same Narrative the single-resource report carries (health status,
  observations, recommendations, period comparison).
- fleet mode requires resource_type + a comma-separated resource_ids
  string (PropertySchema does not currently support array items, and
  CSV is LLM-friendly enough) and returns the FleetNarrative
  (outliers, patterns, recommendations). Capped at the same
  multi-report ceiling (50) as the API endpoint.

The tool is read-only — no control level requirement, no approval
gate — and uses the global reporting engine the rest of the app
already shares. Returns a JSON envelope so chat can render it or
hand it back to the model for follow-up framing.

v1 ships with heuristic narrative only. The AI narrator wiring
through the chat session (Narrator/FleetNarrator/FindingsProvider
threaded via chat.Config -> tools.ExecutorConfig -> PulseToolExecutor)
is a focused follow-up; it lets the same tool inherit the per-tenant
AI service the report PDF endpoint already uses. The seam is
already in place because NarrativeFor/FleetNarrativeFor take an
optional narrator on the request — v1 passes nil, v2 populates it.
2026-05-10 22:36:49 +01:00
rcourtman 8aa22d0605 Surface action verification on the action.completed SSE payload
Closes the certainty loop for agents watching the substrate's push
channel. The action audit's read-after-write probe outcome was
already persisted on the audit record, but agents watching
action.completed only learned "the action ran" — they had to fetch
/api/actions/{id} to know whether the read-back probe confirmed
the intended state. That defeated the substrate's
push-notification guarantee for dispatch certainty.

The new agent-stable AgentResourceActionVerification projection
(ran, success, command, note, ranAt — output stays in the audit
record, deliberately omitted from events to keep payloads small)
is now carried on both:

  - the action.completed SSE payload, projected from
    record.Result.Verification by the router-side bridge in
    wireAIChatDependenciesForService, and
  - the resource-context bundle's recentActions surface, via the
    same shared projectAgentResourceVerification helper

so the bundle (depth) and the doorbell (push) speak the same
vocabulary. Refused-before-dispatch failures omit verification
(the probe never runs) so agents branch on field presence to
distinguish "no probe attempted" from "probe ran with empty
result". Three contract pins lock the symmetry: payload field
present, router bridge populates it, bundle parallels.

The capabilities manifest's subscribe_events description now
mentions the verification block so external agents discover the
field through the same path they already use to learn the rest
of the agent surface.
2026-05-09 22:45:15 +01:00
rcourtman 7fe9b1c492 Use cursor-help on TagBadges hover-only +N indicator
The "+N" overflow indicator on TagBadges was styled with
`cursor-pointer`, which signals a clickable affordance — but the
element only listens for mouseenter/mouseleave to show a tooltip and
has no click handler. Switch to `cursor-help` so the cursor matches
the actual interaction (hover for more info), avoiding a phantom
click expectation.
2026-05-09 21:52:34 +01:00
rcourtman e1103bf119 Refuse action dispatch when resource is operator-locked against remediation
Third compounding slice on per-resource operator state, completing the
suppression triangle: maintenance window (slice 31), intentionally
offline (slice 32), and now NeverAutoRemediate at the action-broker
boundary. When the operator has set NeverAutoRemediate=true on a
resource, executeCommandWithAudit refuses the dispatch even with a
valid approval and matching plan hash — per-resource operator intent
outranks per-action approval.

The check sits next to the drift refusal in the same audit hot path:
fail-open on store-lookup error (logged but doesn't block), persist a
Failed audit record with `resource_remediation_locked:` prefix on the
ErrorMessage so audit-UI filters and alert rules can branch on the
stable token. Returns ErrResourceRemediationLocked sentinel for
caller-side branching.

Reuses the existing actionAuditStore handle (which is the unified
ResourceStore from slice 29), so no new provider plumbing needed —
the broker already has the data path it needs.
2026-05-09 15:06:13 +01:00
rcourtman f99bce7ee4 Author Proxmox VM/CT lifecycle preflight context for approval review
Pulse's primary monitored platform is Proxmox, but the per-command-class
preflight catalog only covered systemd services, Docker containers, and
Kubernetes deployments. Operators approving a Patrol-proposed
qm restart/qm stop/qm shutdown saw the generic preflight without the
operational nuance that distinguishes those verbs (qm stop is a hard halt,
qm shutdown is graceful with a 60s ACPI timeout, etc.).

Adds eight new classes covering qm and pct lifecycle (reboot/restart,
stop, start, shutdown). Each gets hand-authored safety and verification
copy that names the actual semantics — pct stop is destructive vs pct
shutdown's lxc-attach handoff — so the operator sees concrete context at
approval time.

Broker-level VerificationCommandForCommand intentionally does not derive
qm status / pct status from these classes — pulse_control's
verifyGuestAction already runs those checks at the tool layer, so adding
a parallel broker dispatch would double-run. The preflight copy still
names what the tool-layer verification will read.
2026-05-09 13:12:52 +01:00
rcourtman a597321801 Run class-derived verification check after successful dispatch
Closes the read-after-write piece of the user's act-with-control loop:
"Act with control: ask for approval, execute through Pulse tools, then
verify." Until now Pulse authored verification narrative copy at
approval time but never actually executed the check.

Adds ActionVerificationResult to internal/unifiedresources/actions.go
and embeds it as ExecutionResult.Verification so the existing
result_json column persists the outcome without a schema migration.
The struct records: did the check run, what command did Pulse send,
what came back, did it succeed, when, and any failure note.

Adds VerificationCommandForCommand in tools_control.go that derives
the per-class read-after-write check used by the broker:
- service-restart / service-start / service-reload / service-stop
  → systemctl is-active <unit>

Container classes (container-restart, container-stop) are
intentionally deferred to pulse_docker's existing tool-level
docker inspect verification — adding a broker-level dispatch would
double-run the same check.

executeCommandWithAudit now runs the derived verification command via
the same agent path immediately after a successful dispatch, captures
output and exit code, and writes the result onto
ExecutionResult.Verification before recordActionExecutionResult
persists. If the check returns non-zero, Verification.Success=false
with a Note explaining the exit code so the audit history honestly
shows that Pulse ran the action but couldn't confirm it took.

Verification is best-effort and class-scoped: unknown command shapes
leave Verification nil rather than fabricating a verified=true entry,
matching the no-fabrication boundary from Impact / preflight authoring.

Tests cover:
- VerificationCommandForCommand derives the right check per class,
  shell-escapes single quotes in unit names, and returns "", false
  for docker (deferred) and unknown commands.
- TestExecuteCommandWithAuditRunsClassDerivedVerificationAfterDispatch
- TestExecuteCommandWithAuditMarksVerificationFailedWhenReadbackDoesNotConfirm
- TestExecuteCommandWithAuditSkipsVerificationForUnclassifiedCommands

Updates ai-runtime contract with the read-after-write rule and
container-class deferral. Adds Completion Obligation #21 to
unified-resources pinning ExecutionResult.Verification shape and the
no-fabrication boundary. Extends TestActionExecutionContractStaysAPIOwned
to pin ActionVerificationResult struct and the Verification field on
ExecutionResult.
2026-05-09 09:48:40 +01:00
rcourtman 2dca000416 Author per-command-class preflight context for approval review
Operators about to approve a Pulse-driven action need to know what the
command actually touches before saying yes. Until now the preflight
shown at approval time was the same generic boilerplate for every
action: "approval is scoped, hash must match, etc." — useful safety
posture but no operational specifics. The dry-run summary said the
same thing for 99% of actions.

Adds classifyApprovalCommand and approvalCommandClassPreflightAdditions
in tools_control.go that bucket common Pulse remediation actions and
return hand-authored safety + verification additions per class:
- service-restart  (systemctl restart, service restart)
- service-stop     (systemctl stop, service stop)
- service-start    (systemctl start, service start)
- service-reload   (systemctl reload)
- container-restart (docker / podman restart)
- container-stop   (docker / podman stop)
- k8s-rollout-restart (kubectl rollout restart)

The additions name concrete operational facts the operator needs:
- For service-restart: "Service will be briefly unavailable; no other
  unit dependencies altered" plus verification "Read back
  systemctl is-active <unit>" and "tail journal for crash patterns".
- For container-restart: "Container will be briefly unavailable;
  image and volume mounts unchanged" plus "Read back via docker
  inspect" verification.
- For k8s-rollout-restart: "Pods rolled in waves per deployment
  strategy; PodDisruptionBudget continues to apply" plus "watch
  kubectl rollout status" verification.

approvalPreflight now appends class-specific safety and verification
content onto the existing default content rather than replacing it,
so the broker's structural safety posture (org scope, hash match,
single-use approval) remains visible alongside the operational copy.

Unknown command classes return nil/nil — no fabricated padding for
commands the bucket does not recognize. The default preflight stands
on its own, matching the no-fabrication rule that runs through the
rest of the trust-record arc.

Tests cover: each known class returns non-empty additions with the
expected operational tokens; unknown commands return nil; the
end-to-end approvalPreflight merge surfaces both default and
class-specific safety/verification entries. ai-runtime contract
pinned with the per-class enrichment rule and the no-fabrication
boundary for unknown classes.
2026-05-09 09:29:13 +01:00
rcourtman 22ce58cb9b Persist a refused audit record when plan drift is caught
Slice 13 added the drift refusal path but only logged at WARN level —
the audit history showed nothing, so an operator reviewing the action
trail could not see "Pulse caught this drift attempt." Now the drift
branch writes a Failed audit record with Result.ErrorMessage prefixed
"plan_drift:" and dispatches a Failed lifecycle event before returning
ErrActionPlanDrift.

The record carries the same Request, Plan, and Approvals snapshots that
a normal audit record would, so the operator-facing audit row shows
exactly what was attempted and what was approved. The "plan_drift:"
prefix is a stable token for downstream surfaces (audit UI filters,
alert rules) to distinguish drift refusals from generic execution
failures.

Extends TestExecuteCommandWithAuditRefusesPayloadDriftAgainstApprovedPlan
to assert the audit record exists with State=Failed and the plan_drift
error message after refusal. Updates the code-standards snippet check
for ErrActionPlanDrift to match gofmt's actual alignment in actions.go.
ai-runtime contract pinned with the audit-record-on-drift rule.
2026-05-08 22:20:01 +01:00
rcourtman a9e652e05b Refuse action execution when approved plan hash drifts from payload
PlanHash existed on ActionPlan as the contract for "the operator
approved exactly this (command, target, reason) combination" but the
broker never validated it: at execute time the freshly-recomputed hash
was overwritten by the approved plan's hash via mergeApprovedActionPlan
without comparison. A drifted payload (LLM re-emits with different
command, agent ID changes between approval and execute, malicious
injection) would run under a stale approval.

Fix: at the dispatch boundary in executeCommandWithAudit, recompute the
approval-equivalent hash from the actual payload using approvalPlanHash
(same function used at approval-creation time, so direct comparison is
meaningful), compare to plan.PlanHash, and refuse with a new
ErrActionPlanDrift error when they differ. The drift refusal also logs
at WARN level with action_id, approval_id, and both hashes so audit
review can see when drift was caught.

When approvedHash is empty (older approval records or contract paths
that did not author one), validation is skipped and existing behavior
is preserved.

Adds two tests:
- TestExecuteCommandWithAuditRefusesPayloadDriftAgainstApprovedPlan:
  approval is for "systemctl restart workload"; payload at execute
  time is "rm -rf /var/log/pulse"; expects ErrActionPlanDrift and no
  agent dispatch.
- TestExecuteCommandWithAuditAllowsMatchingPlanHash: same payload
  matches the approved hash; expects normal dispatch.

Updates two pre-existing tests that used stub PlanHash strings:
- TestExecuteCommandWithDeniedApprovalDoesNotDispatch: was testing the
  denial path with PlanHash:"sha256:test". Now uses the real approval-
  equivalent hash so denial fires (not drift) and the test still
  isolates the denial behavior.
- ControlledConsumesApprovedCommandWithResolvedRoutingTarget: same fix
  pattern.

Extends TestActionExecutionContractStaysAPIOwned in code_standards
test to pin ErrActionPlanDrift's existence in actions.go so future
refactors cannot silently downgrade drift into a generic error kind.

Native action path (executeNativeActionWithAudit) is left for a
follow-up: it has the same drift gap but uses actionPlanHashForParams
which is shaped differently from approvalPlanHash, so a sound fix
needs a coherent canonical hash function rather than just adding the
check. Contracts pinned in ai-runtime and unified-resources (new
Completion Obligation #20).
2026-05-08 22:11:31 +01:00
rcourtman f530c76d17 Author Impact on AI-generated Patrol findings via tool schema
Extend the patrol_report_finding LLM tool schema with an optional
impact parameter and propagate it through PatrolFindingInput,
patrolFindingCreatorAdapter.CreateFinding, and into Finding.Impact so
LLM-authored Patrol findings carry consequence-if-ignored copy at
detection time alongside the curated catalogs already in place for
runtime failures and threshold alerts.

Updates the patrol system prompt with an "Authoring Impact" section
that instructs the LLM to write concrete operational consequences
(named workloads, jobs, recovery windows) rather than echoing severity
or category, and to leave impact empty rather than fabricate a
consequence when one is genuinely unknown. The eval-pass prompt gets a
shorter version of the same guidance.

Adds two unit tests: one covering an authored impact passing through
to PatrolFindingInput.Impact, and one covering the omitted-impact case
where the contract is honored verbatim with no synthesized default.
Updates the ai-runtime contract to pin the tool-schema authoring rule
and the no-fabrication invariant.
2026-05-08 19:28:02 +01:00
rcourtman f563adf136 Mark Patrol queued fixes as Patrol actions
- derive approval requester identity from investigation-fix approvals

- stamp pending action-audit lifecycle events with Patrol as the producer

- document the requester boundary for Patrol handoffs and timelines
2026-05-07 23:48:12 +01:00