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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

170 lines
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Markdown

# 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:
```python
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):
```json
{"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