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FabledSteward/docs/core/alerting.md
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feat(alerts): one rule can cover every host, or every host in a group (#5464)
#5464 "Group rules: one rule covers every host, or every host in a group",
step 2 of milestone 499 "Alerts you can trust". Each rule named one host, so
the live instance carried six rules for three hosts, and a new host had no
agent-offline or disk alert until someone copied them.

- alert_rules.covers / cover_group / parent_id (migration 0041). A rule on
  host_agent may cover "all_hosts" or a "group" (an inventory group: the
  Hosts ruling, #5294). A covering rule has no state; Steward keeps one
  ordinary child rule per covered host, named "<rule>: <host>", so each
  host's alert keeps its own state, history and acknowledgement.
- alerts.service.reconcile_children: a covered host that has reported in
  the last 7 days gets a child; a host no longer covered loses its child;
  children take the parent's condition, checks, notify setting, action and
  on/off. Run on save and each minute (alert_reconcile).
- A child is changed through its parent: edit, toggle and delete of a child
  are refused (409 / PartOfCoveringRule); its edit page opens the parent.
- Rule form: a Covers choice for host sources, with the group picker; fixed
  once the rule exists. Rules list: a covering rule reads "every host in
  swarm · 3 hosts" with its hosts' rules nested under it, each opening its
  history. The history picker and the rule count leave covering rules out.
- MCP: create_alert_rule takes covers/group; update_alert_rule takes group
  and passes changes down; list_alert_rules shows covers, hosts and part_of.
- docs/core/alerting.md: "Rules that cover hosts".

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-09 08:25:51 -04:00

7.3 KiB

Alerting

Alert rules evaluate every metric that flows through record_metric(). There is no separate polling process — evaluation is inline with every metric write.


How It Works

When any monitor or plugin calls record_metric():

  1. The metric value is written to the plugin_metrics table, and plugin_metric_latest moves to it if it is the newest sample of that metric
  2. All enabled AlertRule rows matching (source_module, resource_name, metric_name) are loaded
  3. Each matching rule is evaluated against the new value
  4. If a state transition occurs, an AlertEvent row is written
  5. Notification I/O is deferred outside the transaction via asyncio.create_task()

Key function: steward/core/alerts.py → record_metric(session, source_module, resource_name, metric_name, value)

record_metric() must always be called inside an active transaction:

async with session.begin():
    await record_metric(session, "ping", "my-server", "response_time_ms", 42.3)

Notifications are sent via asyncio.create_task() after the function returns, so no network I/O blocks the DB transaction.


Alert State Machine

Each AlertRule has one associated AlertState row. The state transitions are:

inactive ──(breached)──► pending ──(N breaching checks in a row)──► FIRING
    ▲                      │                                          │
    └──(an OK check)───────┘                                          │
                                 FIRING ──(acknowledged)──► ACKNOWLEDGED
                                 FIRING / ACKNOWLEDGED ──(M OK checks in a row)──► RESOLVED ──► inactive

N is the rule's consecutive checks, M its checks to clear. An acknowledgement holds for as long as the breach lasts: only a resolve clears it, and a breaching check never sends an acknowledged alert back to firing.

RESOLVED is transient — the evaluator writes the event and immediately sets state back to inactive within the same transaction. RESOLVED never persists as a final state in the DB.

Every transition is an AlertEvent, the history the Alerts → History page and MCP get_alert_history read. A transition a person made carries them in actor_id: an acknowledgement (firing → acknowledged), or a rule edit, disable or enable that reset the alert (→ resolved, with a note such as "rule disabled"). Transitions caused by readings, or by Steward itself, have none.

State Definitions

State Meaning
inactive Threshold not breached
pending Threshold breached but consecutive count not yet met; no notification sent
firing Consecutive count met; FIRING notification sent
acknowledged Someone has seen it; no further notifications; clears when the readings recover
resolved Transient — notification sent, immediately transitions to inactive

Creating Alert Rules

Alert rules are created in the UI at /alerts/. Each rule requires:

  • Name — human-readable label
  • Source module — ping, dns, traefik, or any plugin name
  • Resource name — host name, router name, etc. (must match exactly what the monitor writes)
  • Metric name — the metric key (e.g. response_time_ms, up, error_rate_5xx_pct)
  • Operator — >, <, >=, <=, ==, !=
  • Threshold — numeric value
  • Consecutive failures required — how many consecutive breaches before FIRING (default 1)

Rules that cover hosts

A rule on host_agent can cover every host, or every host in an inventory group, instead of naming one resource (#5464). Inventory groups are Steward's grouping system: a host is in a group through its linked Ansible target.

A covering rule has no state of its own. Steward keeps one ordinary rule per covered host under it, named <rule>: <host>, so each host's alert keeps its own state, history and acknowledgement. Each minute (the alert_reconcile task), and whenever the rule is saved:

  • a host that has reported in the last 7 days, and is covered, gets a rule;
  • a host that is no longer covered loses its rule, and that rule's history;
  • the hosts' rules take the covering rule's condition, checks, notification setting, action and on/off.

A host's rule is changed through its covering rule; editing, disabling or deleting it alone is refused. What a rule covers is fixed once it exists, but a group rule can move to another group. Over MCP, create_alert_rule takes covers ("all_hosts" or "group") and group, and list_alert_rules shows each covering rule's hosts and each host's rule's part_of.

Available Metrics by Module

source_module metric_name Description
ping response_time_ms Probe latency (0.0 if down)
ping up 1.0 = up, 0.0 = down
dns resolved 1.0 = resolved, 0.0 = failed
dns ip_changed 1.0 = IP changed from previous result
traefik request_rate Requests per second
traefik error_rate_4xx_pct 4xx errors as % of requests
traefik error_rate_5xx_pct 5xx errors as % of requests
traefik latency_p50_ms Approximate p50 latency (ms)
traefik latency_p95_ms Approximate p95 latency (ms)
traefik latency_p99_ms Approximate p99 latency (ms)

Notifications

Notifications fire on FIRING and RESOLVED transitions. All configured channels receive every notification; there is no per-rule channel routing.

Email

Configured at /settings/ under SMTP. Settings:

Setting key Description
smtp.host SMTP server
smtp.port Port (default 587)
smtp.tls STARTTLS (default true)
smtp.username Login
smtp.password Password
smtp.recipients List of email addresses

Email is skipped if smtp.host is empty.

Webhook

Configured at /settings/ under Webhook. The body is a Jinja2 template rendered to JSON. Content-Type is always application/json. If the rendered template is not valid JSON, the delivery is logged as failed and no request is sent.

Template variable Type Description
alert.rule_name str Alert rule name
alert.state str FIRING or RESOLVED
alert.metric str Metric name
alert.value float Current value
alert.threshold float Configured threshold
alert.resource str Resource name
alert.source_module str ping, dns, traefik, etc.
alert.timestamp str ISO 8601 UTC

Default template (Discord-compatible):

{"content": "**{{ alert.state }}** — {{ alert.resource }} — {{ alert.rule_name }} ({{ alert.metric }} = {{ alert.value }})"}

Webhook is skipped if webhook.url is empty.


Data Models

Defined in steward/models/alerts.py:

  • alert_rules — one row per configured rule
  • alert_states — one row per rule, tracks current state and consecutive failure count
  • alert_events — append-only log of all state transitions and notification outcomes
  • plugin_metrics — all metric values written by any monitor or plugin
  • plugin_metric_latest — the newest sample of each (source, resource, metric). Pages that show "what it is now" read this instead of searching history; retention drops a row once its sample leaves the raw window