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FabledSteward/docs/core/alerting.md
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bvandeusenandClaude Opus 5.5 73cfbda1da
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fix(alerts): a rule's page doesn't wait for its metric preview (#5485); Send test up top (#5486)
#5485 "A rule's page waits up to 25 s for its metric preview: a cold 24 h
series read from plugin_metrics". Opening "Agent offline" took 25.6 s; a
cold day of one series measured 18.3 s over MCP, a warm one 63 ms. The
pickers still come with the page from plugin_metric_latest; the preview is
its own request (hx-trigger=load), showing "Reading the last day…" until it
lands. Picker swaps no longer read it either.

#5486 "Send test where it can be found": the button moves from inside "What
happens" to the page header beside History, its result under the verdict.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-09 11:44:19 -04:00

8.9 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)

The form offers only what has reported, read from plugin_metric_latest. For the host agent, a Host is picked first, then a Part of it: "The whole host", then its mounts, CPU cores, disks and so on, under a heading for each kind. A part that reports nothing a rule can watch, such as an interface's traffic, isn't listed. The Metric list holds only what the picked resource reports. Under it, a preview shows the metric's current reading and its last 24 hours (lowest to highest, with an hourly sparkline; it loads just after the page, since a day of samples can take a while to read), so the threshold can be set against real numbers.

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.

Alerts that arrive together go out as one email (core/alert_burst.py). The first alert opens a 30-second window. When it closes, each recipient gets one message listing every alert in the window, oldest first, in their own zone, with a subject like "[Steward] 3 alerts: 2 firing, 1 resolved". One alert on its own keeps its usual email. Every alert's event records whether the email went. A burst still waiting when Steward stops is not sent; its alerts stay on the Alerts page and in the history.

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. Webhooks are not gathered into bursts: each alert posts on its own, at once.

Send test

Send test at the top of a rule's page (operator role), or send_test_alert over MCP, sends a TEST alert for that rule now, by email and webhook, the same way a real alert would go. It uses the rule's name and condition and the latest reading of what the rule watches. A rule that covers hosts uses its first host. Each channel's result shows under the button. Nothing fires, the rule's history doesn't change, and the test is recorded in the audit log as alert_rule.tested.


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