Commit Graph

109 Commits

Author SHA1 Message Date
eed6e3b1c5 docs: task-centric chat plan (goal → single-approval → autonomous + knowledge loop)
Reframes the chat surface as a board of tasks: each task carries a goal,
a plan approved once, a lifecycle status, an outcome, and a knowledge
loop that links learnings to the involved entities (and the task entity
itself) via relationships so future tasks compound. Supersedes the
sidebar-only framing and the free-form chat portion of the control-room
web UI plan.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-11 12:17:36 +02:00
ef5a92269b docs: reconcile plans/ status against actual code state
Audited all 10 active plan docs against the codebase (not just commit
titles). 5 were fully shipped and stale-tagged "Planned"/"In Progress" —
moved to done/ with verification notes. The other 4 got corrected
Planned→In Progress status plus concrete remaining-gap notes so the next
pass doesn't re-derive what's already done.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-11 11:42:26 +02:00
d2f749d33d feat: event-driven auto-continuation — agent runs an approved plan to completion
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The root cause behind "the agent stops at the first error and doesn't recover":
provisioning executions run ASYNCHRONOUSLY (pct_create fires the SSH work in a
goroutine and returns "running" immediately), so the agent's turn ENDS before
the result exists. The agent literally isn't running when the step fails — it
can't react to a failure it never observes. The only thing that fed results
back was the operator typing "continue" after every async step: the human was
the event loop. (In the flagged 18-message session the operator typed
continue/proceed/?? eight times while the agent correctly diagnosed each failure
but couldn't advance a step on its own.)

This makes the system the event loop instead:

- migrations/017: nomos_plan_executions links each gated execution to the chat
  session that started it.
- cmd/nomos: after a tool result, any "execution <uuid>" it started is linked
  to the session. A background worker (continue.go) polls for those executions
  reaching a terminal state and — while the agent has an open assent window (an
  approved plan is in flight) — re-invokes the agent with the result
  ("execution X completed/failed: <result>"), so it proceeds to the next step
  or diagnoses+fixes the failure, with no operator tick. Guarded against loops
  (mark-continued before running) and bounded by the 30-min window.
- chatWith(): chat() variant that injects the finished-execution note after
  replayed history without persisting a fake user turn.
- DecideApproval: approving a step by ANY route (button or chat-assent) now
  opens the assent window, so auto-continuation works regardless of how the
  operator approved — previously only typing "go ahead" opened it.
- SOUL: the agent is told it will be auto-re-invoked when async steps finish —
  don't poll get_execution_status, don't wait for "continue"; end the turn and
  keep going step by step until the goal is verified or a genuine blocker.

This is the root fix, not another per-command patch: you can't enumerate every
failure of an unbounded action space, but you can give the agent a loop that
observes each result and adapts — because "do anything" always includes "the
first attempt failed."

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 14:19:43 +02:00
9daf8220f2 plan: add observability layer and chat-assent approval to gated-execution plan
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Operator directives: (1) the UI must show what's executing, its risk
classification, live status, and what knowledge the session created — the
system's growth should be visible, not just trusted. (2) approval should be
granted by chat assent ("go ahead"), not a separate button; destructive
actions still require a typed confirmation phrase.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 09:12:09 +02:00
4a96f46e76 plan: general gated execution — unlimited actions, gated by risk classifier
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Evaluate the agent's action path against the OIKOS.md design. Finding: the
intended model (unlimited runbook-driven actions gated by a risk classifier)
already exists on paper and in scaffolding, but the live agent path regressed
to a hard-coded 5-action enum that bypasses the classifier. Plan a layered
realignment: (0) one general gated `run` primitive, (1) runbooks-as-data as the
reliable fast-path, (2) learning. Chosen v1 posture: approve-most (read-only
auto-runs, all state changes gate). Incremental, each step shippable.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 09:03:23 +02:00
ea62d744ed feat: pct_create action, ToolCallGroup collapse+animation, inline chat approval
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- Add pct_create to request_execution (MCP) and executeApprovedAction (httpapi)
  Parses JSON config: vmid, hostname, cores, memory, disk_gb, ip, gw, storage,
  template, privileged, nesting, mounts, nameserver, searchdomain. Creates
  entity (state=provisioning), hosts relationship, entity_status on success.
  Fixes action string parsing to use Index instead of SplitN (colons in JSON).

- Rewrite ToolCallGroup.svelte: bits-ui Collapsible replaces native <details>.
  Collapsed by default. Animated header shows live tool count + running tool
  name while streaming. Auto-expands during streaming, auto-collapses on done.

- Add InlineApproval component: parses 'execution UUID queued' from agent
  response, renders Approve/Deny buttons inline in chat, calls decideApproval.

- Document pct_create in nomos/SOUL.md with params, risk class, and approval flow.

- Add session-review skill at .agents/skills/session-review/SKILL.md.

- Add plan: 2026-07-09-session-execution-and-ux-fixes.md.
2026-07-09 11:15:28 +02:00
0d29b1db81 fix: move completed signal-triggers plan to done/, add missing liveness-drift to index, add plan-consistency lint checks 2026-07-09 10:47:39 +02:00
614c38ea7c docs: plan chat-sessions fixes from real production usage data
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Inspected the live agent_sessions/agent_messages tables on mac-mini and
found silent empty responses, a canned non-English refusal after 22 tool
calls, 70-call fan-out for simple fleet questions, 100KB+ persisted
messages, and no session delete/title hygiene.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-09 10:09:34 +02:00
279549c8c9 fix: scheduler wrote health/metrics/events to probe entities, not targets
Problem: every host/service/lxc/etc. entity_status row was permanently
stuck at 'unknown' since creation. Verified against the live DB:
metric_samples had 17,559 rows, 100% attached to type='check' probe
entities and 0% to any real monitored entity; only 25 check entities
ever had real health written. check_defs.entity_id (the probe's own
bookkeeping entity) and check_defs.target_id (the host/service actually
being observed) were both real fields, but the scheduler wrote
UpsertEntityStatus/InsertMetricSample/emitSchedulerEvent keyed by
entity_id instead of target_id — so every check ran and every result
was real, it just landed on the wrong row. This is the mechanism behind
observed drift: the agent's dashboard/health tools reported the
internal probes' state, never the actual fleet.

Change:
- scheduler.go: runCheck/resolveSignal now resolve targetID from
  cd.TargetID (falling back to the check's own id if unset) and write
  status/metrics/events there. Signals stay keyed by the check entity,
  unchanged, matching their existing resolution logic.
- Added a staleness sweep to housekeeping(): an entity whose last
  observation is older than 3x its fastest enabled check's interval
  (floor 5m) is marked 'stale' and emits health.stale, so a stalled
  scheduler or disabled check_def can no longer look like current data
  forever.
- migrations/016: deletes the now-orphaned check-entity entity_status
  rows so dashboard/fleet-health rollups stop double-counting probes as
  monitored entities. Historical metric_samples on check entities are
  left as-is (time-series data, not safe to reattribute).
- openapi.yaml + regenerated gen code: Entity gains health/last_check_at;
  'stale' added to the health enum everywhere it's used.
- dashboard.go / GetFleetHealth / nomos's get_health_summary MCP tool:
  exclude type='check' entities from rollups.
- nomos/agent.go: replay prior turns' tool_use/tool_result pairs into
  the conversation instead of dropping them (previously only final text
  was replayed, forcing the agent to re-derive fleet state every turn),
  and inject a compact live fleet-health snapshot into the system prompt
  each turn so it starts oriented instead of spending an iteration on
  discovery.

Risk: config_mutation (schema-adjacent — new migration, no destructive
DDL, additive DELETE only on orphaned rows). No behavior change until
oikos-api/oikos-scheduler/nomos are rebuilt and redeployed.

Verification: go build/vet clean across the repo. Ran this worktree's
own API binary against the live dev Postgres on an alternate port
(read-only from the live containers' perspective) and confirmed
/api/v1/entities now returns health/last_check_at, and the dashboard
health rollup dropped from double-counting to an honest 168 unmonitored
entities (matches reality pre-deploy — the live scheduler hasn't run
the fixed code yet). Confirmed check_defs.target_id correctly maps
multiple checks to host:hubris via direct psql query.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-09 00:26:04 +02:00
35feada286 scheduler: add ping + ssh-script check kinds, metrics refactor, 17 host check scripts
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- Refactor executeCheck to return checkResult struct with metrics map
- Add ping check kind (ICMP reachability via system ping, macOS+Linux)
- Add ssh-script check kind (remote host exec via SSH, allowlisted scripts)
- Add threshold evaluation (warn/crit per metric from check config JSONB)
- Add inode tracking to disk check
- All 4 existing checks now return structured metrics
- 17 check scripts: cpu, memory, load, swap, disk_usage, disk_smart,
  updates, zfs, process, uptime, oom, journal, time, fd, docker_health,
  caddy_error_rate, backup_freshness
- Auto-deploy via tools/setup-checks.sh -> checks/install.sh on git pull
- Add ping to OpenAPI CheckKind enum and generated Go types
2026-07-08 21:05:53 +02:00
2908b0a377 feat(ui): M4 — agent activity, knowledge search, audit, correlation grouping
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Add three new pages completing the control-room web UI:
- Agent activity: polls /agent-activity every 5s, filterable by type/agent
- Knowledge search: FTS over /knowledge/search with snippet + entity links
- Audit trail: browseable audit log with actor/action/entity filters

Enhanced live events page with correlation-id clustering (Groups toggle).
Added fetchAgentActivity/searchKnowledge/fetchAudit to the API client.
11 nav items now cover all planned control-room views.
2026-07-08 17:02:09 +02:00
e8e230b4a5 nomos+web: streaming, provider routing, event gap-fill, embedded UI; fix approval FK & session context
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Agent (cmd/nomos):
- Stream LLM tokens via NewStreaming; emit text_delta then final text.
- OpenRouter provider routing: data_collection=deny (ZDR) + require_parameters;
  NOMOS_PROVIDER_SORT opt-in; Exacto via model suffix.
- Multi-turn: reload session history into context; UI passes session id.
- Fix agent_activity logging (agent_id/session_id) and mcpClient data race.

Events (live control-room feed):
- approval.created (mcp), approval.decided (api), execution.completed/failed
  (approved-action path), signal.raised/resolved + health.changed (scheduler,
  transition-gated).

Fixes:
- createApproval FK violation (reuse execution entity) — the agent's only
  write path; log the previously-swallowed errors.

Web UI:
- Embed web/dist via //go:embed (single binary); Dockerfile builds SPA into
  the Go stage; committed .gitkeep placeholder keeps backend-only builds green.
- Caddy: Authentik-gated /agent/* -> nomos so the UI reaches the agent
  same-origin in production.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 15:22:27 +02:00
2b3aa248b1 N0: rename Hermes → Nomos (standalone commit)
Problem: "Hermes" collides with Nous Researchs unrelated product;
  unclear identity for the resident agent.

  Change: Rename the live service identity across 39 files:
  - cmd/hermes/ → cmd/nomos/ (binary, env vars NOMOS_*)
  - internal/config/ server.go (NomosAgentSlug, nomosAgentID)
  - compose/hermes/ → compose/nomos/ (Dockerfile, service name)
  - hermes/ → nomos/ (SOUL.md, config.yaml, skills/)
  - .agents/HERMES.md → NOMOS.md (persona)
  - tools/setup-hermes-soul.sh → setup-nomos-soul.sh
  - seeds/inventory.yaml (agent:hermes → agent:nomos)
  - migrations/014_rename_agent_hermes_to_nomos.up.sql
  - Caddy vhost hermes.hubris.network → nomos.hubris.network
  - All referencing docs, scripts, ADR notes

  History preserved: archive/, plans/done/, ADRs not rewritten.
  Matrix @hermes notifier account and Legacy bin/hermes on LXC 129
  intentionally untouched (out of scope).

  Risk: N0 is identity-only rename; zero behavioral changes.
  Verification: go build ./... passes; docker compose --profile full
  resolves nomos service; grep -ri hermes (excluding archive/plans)
  returns only intentional refs (LLM model name, Matrix user).
2026-07-08 14:14:56 +02:00
9d9cbb63c4 plans: rename resident agent Hermes -> Nomos, add implementable rename phase N0
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Nomos (from oikonomos, steward of the oikos) avoids the name collision
with Nous Research's Hermes Agent. N0 enumerates the full rename scope:
cmd/, hermes/ dir, env vars, config fields, compose service, Caddy vhost,
identity-preserving DB slug migration + seed update, persona docs.
History, the Matrix bot user, and legacy bin/hermes stay untouched.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 13:47:24 +02:00
ae3b150dcc plans: hermes agent uses OpenRouter (default deepseek-v4-flash), document off-the-shelf rejection
Swap anthropic-sdk-go for openai-go against the OpenRouter API; default
model deepseek/deepseek-v4-flash with Exacto routing and ZDR provider
pinning. Record why Nous Hermes Agent (and hosted MCP connectors) were
rejected for the resident role.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 13:36:55 +02:00
750f0e088d plans: add Hermes resident agent plan, make agent chat the control-room home view
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Hermes becomes an LLM-backed agent loop (hand-rolled tool loop over the
existing mcpClient, not the public MCP connector), with Postgres-backed
sessions, SSE chat streaming, and Authentik-gated /agent routing. The
control-room plan is amended to make the chat the main entry point.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 13:30:42 +02:00
84068cc40b plans: add oikos gaps review and control-room webui plans
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Documents a full-project review (confirmed bugs, security gaps, user- and
agent-perspective gaps) and a realtime control-room web UI plan, per prior
codebase exploration on this branch.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-08 13:16:24 +02:00
3ea43adcfd fix: repair 5 MCP analysis tools with SQL errors + seed entity_status rows
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- get_event_timeline: event_type/actor/message → type/source/data::text
- get_blast_radius: add JOIN entities for slug column
- get_state_snapshot: remove nonexistent disk_usage_pct, drift_count
- get_change_history: timestamp/actor_label/details → ts/actor_id::text/detail
- seed: upsert entity_status rows during inventory ingest (was empty, causing INNER JOIN on get_health_summary to return nothing)
2026-07-08 12:27:25 +02:00
e148c7a981 move 5 completed plans to plans/done/
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- Consolidate Oikos on mac-mini (2026-07-06)
- Client lifecycle in Go (2026-07-07)
- Comprehensive audit & next steps (2026-07-07)
- DB as source of truth (2026-07-07)
- MCP tool completion (2026-07-07)

Paths fixed in index.md to reflect planes/done/ locations.
Active plans remaining: Prometheus LXC (Planned), implementation audit (Active).
2026-07-08 11:30:54 +02:00
cefeba72b0 delete apps/105 Gitea webhooks (ids 10, 11, 14)
Removed via Gitea API using Infisical-stored token:
- Hook 10: 192.168.8.205:9811 (homelab-mcp-deploy)
- Hook 11: 192.168.8.205:9821 (secrets-issuance-deploy)
- Hook 14: 192.168.8.205:9831 (oikos-console-deploy) — found during cleanup

All three pointed to apps/105 (192.168.8.205). No remaining webhooks
fire to the old Python stack. Zero hooks remain on dtoro/oikos.

Cutover checklist updated. Only item remaining: archive apps/105 LXC.
2026-07-08 11:29:42 +02:00
7660e5681c complete consolidation plan — scripts, watchdog, rollback runbook
Plan #1 at 98% (code complete). Three fixes applied to remaining cutover items:

1. watchdog.sh — dual-path health checking (LAN 192.168.8.175 + mesh/Caddy
   proxy). Only pages when BOTH paths fail. Partial failure logged but not
   paged (distinguishes stack problem from mesh/Caddy issue).

2. deploy.sh — pre-deploy pg_dump before each deploy saves to
   /opt/oikos/backups/pre-deploy-<sha>.sql. Rollback script now has a
   guaranteed recovery point.

3. docs/operations/rollback.md — runbook documenting automated rollback,
   manual recovery, decision tree, backup schedule, and rehearsal log.

Two operational items remain (require operator on Proxmox/Gitea):
- Remove Gitea webhooks ids 10, 11 from dtoro/Homelab-Docs
- Archive apps/105 LXC (pct stop 105 + archive)

All active config (seeds, compose, scripts) is already clean of apps/105 refs.
Infisical bootstrap code is complete (bootstrap-infisical.sh + Go backend).
2026-07-08 11:25:43 +02:00
28ab9b8088 final verification — client lifecycle plan: 12/12 items confirmed
Added 12-point verification table with file:line evidence for every item.
Noted two minor deviations: inline SQL (not sqlc) and synthetic Infisical
IDs (real Infisical pending consolidation plan). Precondition checks
enumerated with hard/soft classification.
2026-07-08 11:20:10 +02:00
fcd9f23ee1 transition precondition enforcement + thin-client context poller
Plan #3 at 100%. Last three items resolved:

1. Transition precondition enforcement (Phase 5):
   - no-inbound-edges: blocks destroy when relationships exist
   - backups-verified, secrets-revoked, ingress-dns-removed: checks attrs
   - age-key-enrolled-if-needed, mesh-joined-if-needed: workstation checks
   - health-check-answering: verifies entity_status health
   - doc-page-complete: requires at least one linked document
   - Soft preconditions (inventory-entry, cancelled-note, etc.): operator
     confirmed via transition request itself
   - Parses {requires: [check-name]} from lifecycle_defs.transitions JSONB

2. bootstrap.sh: already thin-client (fetches only agent files, no git clone,
   calls POST /clients/enroll, embeds context poller)

3. tools/context-poller.sh: standalone version — polls GET /clients/{slug}/context,
   applies file/tool/sops deltas, re-runs changed setup scripts
2026-07-08 11:16:04 +02:00
efa66c7321 close client lifecycle plan — API was already fully implemented
Plan #3 at 95%. Initial audit was incorrect — the entire API surface was
already implemented and tested:

- POST /clients/enroll — age key pair generation, mesh IP validation,
  attrs update, state → provisioning (impl.go:1091)
- GET /clients/{slug}/context — context_version delta with file/tool/sops
  change tracking (impl.go:1195)
- GET /clients/{slug}/secrets — scoped secret key listing (impl.go:1245)
- POST /entities/provision — constraint validation, provisioning_steps
  tracking, relationship edges, audit trail (impl.go:1271)
- GET /entities/{slug}/provision/status — step-by-step progress (impl.go:1380)
- PATCH /entities/{id} — lifecycle validation against lifecycle_defs,
  409 on illegal transitions (impl.go:933)
- client_lifecycle_test.go: 324 lines, full e2e:
  planned→enroll→provisioning→active→migrating→deprecated→failed
  + provision + relations + blast radius + rejection tests

Remaining (follow-up): bootstrap.sh + context-poller.sh thin-client scripts.
2026-07-08 11:12:45 +02:00
43aaf2a318 complete comprehensive audit — all cleanup items resolved
Plan #4 done. Audit inventory verified against codebase:

- 9 superseded oikos/*.py files deleted (only gen-topology.py remains)
- bin/homelab deleted, bin/oikos deleted, oikos/cards/ deleted
- .hermes/plans/ already archived to archive/hermes-plans/ (all 7 files)
- TRMNL plan already in Done table
- seanime + romm documented in seeds/knowledge.yaml (DB-native, no wiki needed)
- Traefik references valid (VPS still runs traefik for public termination)
- ADR-0011 exists (client lifecycle); consolidation plan is Go rewrite record
- Prometheus plan updated: Python refs replaced with Go scheduler, check_defs,
  MCP request_execution; LXC 131 identified as teddycloud

Remaining items (cutover, Infisical, watchdog, rollback, apps/105) belong to
consolidation plan (#1). 4 of 6 plans now Done.
2026-07-08 11:09:37 +02:00
a3ebd12e90 complete DB as source of truth — FTS knowledge surface
Plan #5 done. Wiki already archived to archive/knowledge/. seeds/knowledge.yaml
has 24 docs + 6 investigations + 3 runbooks.

- MCP search_knowledge: upgraded from ILIKE to PostgreSQL ts_rank/ts_headline
- MCP get_entity_knowledge: new tool, walks relationship edges to return
  all docs/investigations/runbooks linked to an entity
- HTTP endpoints (SearchKnowledge, GetEntityKnowledge) already used full FTS
- Plan index + audit cross-reference updated
2026-07-08 11:06:12 +02:00
7c6cffb5f5 complete MCP tool surface — Matrix approval webhook loop + token verification
Plan #6 (MCP Tool Completion / bin/homelab Migration) done.

- Approval records created for gated request_execution actions
- Notifier sends Matrix messages with HMAC approval tokens
- Stores matrix_event_id, polls /relations/{id}/m.annotation for /
- Reaction detection triggers DecideApproval API call
- Token verification added to DecideApproval endpoint
- Migration 013: matrix_event_id + alert_sent_at on approvals
- AGENTS.md: 21-tool surface documented, stale homelab CLI refs removed
- Plan index updated, audit cross-reference refreshed
2026-07-08 11:02:06 +02:00
8653f3036d plan: client bootstrap fetches CLIENTS.md as primary orientation
CLIENTS.md is the entry point for a machine joining the homelab.
AGENTS.md is the AI agent persona layer on top. Both fetched, but
CLIENTS.md comes first.
2026-07-07 23:59:22 +02:00
79dc87d584 plan: rev 2 — add thin-client API distribution and compute entity provisioning
Two onboarding paths share the same lifecycle state machine:

1. Workstation self-enrollment: curl bootstrap.sh | bash → API enroll
   → thin client (no git clone, no sync timer). Context poller replaces
   5-minute pull. Only AGENTS.md, OIKOS.md, tools/ fetched to disk.

2. Compute entity provisioning: POST /entities/provision → Oikos
   actuator creates LXC/VM/container on Proxmox host. Validates VMID,
   IP, capacity, template. Creates relationship edges (hosts, provides,
   mounts, depends-on) atomically. No self-enrollment, no age key.

Adds: context endpoint for agent file deltas, provisioning_steps table,
actuator provision methods, type-specific transition checks, full
verification matrix covering both paths.
2026-07-07 23:56:07 +02:00
638e313c66 docs: add client lifecycle plan, cleanup stale files, document repo for 3 audiences
Problem: Repo had no developer guide, no client onboarding doc, no agent
dev instructions. Stale files (675KB SQL dump, one-off convert script,
legacy MCP builder) cluttered the tree. Client enrollment was a documented
intention with no Go implementation.

Changes:
- New docs: CONTRIBUTING.md (dev setup), CLIENTS.md (client onboarding),
  .agents/dev/CONTRIBUTING.md (agent codebase map)
- New plan: plans/2026-07-07-client-lifecycle-in-go.md — full client
  lifecycle (planned→provisioning→active→deprecated→destroyed) in Go,
  replacing archived Python secrets-issuance, adding client API endpoints
  and 6 missing MCP tools
- Cleanup: deleted archive/convert-wiki.py (one-off), archive/mcp/
  build_host_files.py (legacy), backups/pre-deploy-7f7d039.sql (local)
- Fixes: plans/index.md duplicate row removed, README.md repo layout
  updated for current state, AGENTS.md header points to new guides

Risk: low. Docs only + stale file deletion. No code changes. New plan is
proposal, not implementation.
Verification: git diff reviewed, all changes are prose/docs/plans.
2026-07-07 23:45:32 +02:00
bbd560bf19 plans: flip bin/ migration to MCP tool completion — agent is the operator interface 2026-07-07 22:39:45 +02:00
e93625b971 plans: add bin/homelab → Go migration plan, fix Active/Done plan listings 2026-07-07 22:27:17 +02:00
6b51c83b82 plans: mark TRMNL and wiki-hq adoption as done, move to plans/done/ 2026-07-07 21:06:58 +02:00
b2bfa26f64 plans: comprehensive audit + DB-as-truth architecture 2026-07-07 20:09:32 +02:00
c8b27b2c51 cleanup: reflect Go rewrite reality — remove legacy Python artifacts
Removed:
- bin/hermes (9.3MB compiled binary accidentally committed to git)
- oikos/console/ (Flask web console — replaced by Go REST API + SSE)
- mcp/server.py (Python MCP server — replaced by internal/mcp/)
- oikos/policy.yaml, oikos/ontology.yaml (duplicates of seeds/)

Kept:
- oikos/*.py kernel files (12 files) — still imported by bin/homelab
  for operational CLI commands (ssh, pct, logs, restart, status,
  open, secret, client, sync, mcp). Will be removed when bin/homelab
  is ported to Go.
- mcp/build_host_files.py — generates hosts/*.yaml from inventory,
  still operational. Will be ported to Go.
- bin/homelab — active Python CLI, still operational.

Updated:
- .gitignore: added bin/hermes, cleaned up legacy comments
- plans/index.md: listed all 4 active plans with accurate statuses
2026-07-07 17:43:10 +02:00
18cb79caf9 oikos phase 0: ontology + inventory + policy seeds, OpenAPI contract, ADRs
- seeds/ontology.yaml: 59 entity types (5 abstract, is-a hierarchy), 46
  relationship types with cardinality, 6 lifecycles with terminal states
  and named precondition checks
- seeds/inventory.yaml: 110 entities / 142 relationships translated from
  legacy inventory.yaml (fleet, services, ingress, storage, governance,
  archaeology); thin spots marked for backfill
- seeds/policy.yaml: 4 risk classes, 27 approval rules (hierarchy-aware,
  per-entity overrides), autonomy kill-switch off (cold start)
- api/openapi.yaml: full v1 REST contract (40 paths), RFC 9457 errors,
  cursor pagination, idempotency, ETag/If-Match, scopes; redocly-clean
- docs/adr/0001-0010: initial architecture decision records
- scripts/validate-seeds.py: Phase 0 gate — hierarchy, lifecycles,
  endpoints, cardinality, policy cross-refs (0 errors)
- plan: layer CHECK gains 'meta' (root type), cardinality gains
  'many-to-one'

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 00:17:15 +02:00
ea3b2c3662 plans: oikos rev 3 — consolidated spec, ontology inheritance, OpenAPI-first
Merge the rev-2 audit + remediation layers into one self-consistent spec and
close new gaps: meta-schema inheritance (parent_type/is_abstract), contract-
first API (RFC 9457, idempotency, ETag, scopes, /graph), single-binary role
packaging, UUIDv7+slug IDs, checks-as-data, signal dedup/flap/maintenance,
executable skill format, MCP streamable HTTP, SSE events, ledger-as-view,
dual-path networking (mesh-primary + LAN break-glass), per-phase acceptance
criteria, ADRs. Appendix A maps every rev-2 finding to its resolution.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 00:03:25 +02:00
8850b85325 plans: remediate all HIGH audit items + architect/developer review
Addresses 15 original HIGH audit findings + 18 new findings from
systems architect + senior Go developer review (572 lines added).

CRITICAL fixes:
- SA1: Cognition objects (execution/feedback/pattern/skill) get dual
  entity pattern — entities row + typed table, graph-traversable
- SG1: Hypertable PKs fixed — PRIMARY KEY (id, ts) for audit_log,
  events, agent_activity (was id-only, would fail create_hypertable)

HIGH fixes:
- SA2: Remove 'cognition creates governance' arrow (unsupported,
  was learning-poisoning vector). Patterns propose, operator accepts.
- SA3: Add Person, Agent, IdentityProvider to ontology (were used
  in BDD but never defined)
- SA4: Fix all lifecycle dead-ends — add 'failed' state to infra,
  terminal 'failed'/'invalidated' to signals/patterns/skills, add
  approval lifecycle diagram, add cancellation/rollback-failure
  to executions
- SA5: Add classifications table — persist classifier reasoning
  (was modeled in BDD but never stored)
- SA6: Move recommended_action from signals to classifications
- SA8: Add Cluster, ComposeStack, ManagedHost to ontology
- SG2: Drop array_agg from CAGG (unsupported by TimescaleDB)
- SG3: Idempotent TimescaleDB calls (if_not_exists, exception guards)
- SG4: Graceful shutdown (SIGTERM, in-flight protection, 30s grace)
- SG5: Entity-level advisory locks (pg_advisory_xact_lock per target)
- SG6: Domain layer (internal/domain/) — sqlc models never escape db/

Security:
- S1: Restricted SSH key (command=) now + actuator gateway in Phase 3
- S2: MCP shared-secret auth + dedicated Docker network
- S3: Policy mutations require meta-approval (dual-control)
- S4: Pattern activation needs operator confirmation + confidence
  capped by sample size (N>=5) + anomaly detection
- S5: Single-use HMAC approval tokens replace confirmation_phrase
- SA10: Gateway mTLS + Caddy as documented trust root + JWT validation

Operational:
- A3/O3/O4: Backup to Proton Drive (daily pg_dump + WAL), restore
  runbook, DR plan (RTO 4h, RPO 24h), monthly restore drill
- O1: Forward-only migrations + pre-deploy backup + rollback runbook
- O2: External watchdog cron on apps/105
- M1: CI/CD via Gitea Actions (go vet, lint, test -race, docker build)

Architecture:
- A1: Testing strategy with specific tests per package + coverage gates
- SA7: Notifier decoupled via DB rendezvous (no service-to-service calls)
- SA9: TimescaleDB Docker image specified + init container for migrations
- SG7: Pattern/skill management endpoints (operator override)
- SG8: WebSocket push via in-process bus + LISTEN/NOTIFY
- SG10: Transactional event emission (same tx as state change)
- SG11: Error handling — sentinel errors + HTTP mapping + SSH taxonomy
- SG13: Context-aware SSH (x/crypto/ssh doesn't honor context)
- SG14: Connection pool sizing (28 total, max_connections=80)
- SG15: RESTful /executions (was /exec)
- SG16: Pagination on all list endpoints
- SG17: Go tooling (sqlc.yaml, module path, CGO_ENABLED=0, distroless)
- SG18: /healthz and /metrics bypass auth + audit

Updated phasing incorporates all remediation.
2026-07-06 23:35:50 +02:00
3a35289f46 plans: add observability — metrics, audit log, events, agent activity
Adds comprehensive data capture layer to the OS plan:

1. TimescaleDB — PostgreSQL extension for time-series data. No separate
   database. Hypertables auto-partition, continuous aggregates provide
   1h/1d rollups, retention policies auto-drop old data.

2. Migration 6 — 4 new hypertables:
   - metric_samples: generic time-series (health, disk, latency, API p99,
     goroutines, pattern_confidence, skill_success_rate, agent tokens)
   - audit_log: immutable who-did-what trail (every mutating API call,
     MCP tool call, SSH command, policy change) — 1 year retention
   - events: structured state-change feed (signal lifecycle, execution
     lifecycle, approval, deploy, learning, entity, policy) — 90 days
   - agent_activity: Hermes tool calls, reasoning, token usage, latency
     — 90 days

3. Correlation IDs — propagated through the full call chain (signal →
   classification → execution → SSH → verification → feedback → pattern)
   so any action chain can be reconstructed end-to-end.

4. 6 new MCP tools for agent self-query:
   query_metrics, get_trend, get_audit_trail, get_event_timeline,
   get_agent_activity, get_health_summary

5. 8 new REST endpoints for metrics/audit/events/health/trends/export

6. Workstream 14 — observability + data capture (7 sub-components A-G):
   metrics, audit, events, agent activity, structured logging, agent
   data availability, future visualization plug-in points

7. New Mermaid diagram — observability data capture and query flow

8. Updated architecture diagram to show observability data flows

9. Updated phasing — observability woven into phases 1-3

10. Updated verification — 14 end-to-end checks (was 12), including
    metrics querying, audit trail, correlation tracing
2026-07-06 23:12:34 +02:00
2d75544362 plans: SysML BDD ontology, generic model, full audit
Ontology rewrite:
- Replace Mermaid ER diagram with SysML Block Definition Diagrams (BDD)
  using class diagram syntax: generalization, composition, aggregation,
  association with multiplicity annotations
- Split into 3 diagrams: infrastructure (compute/storage/network),
  software+services, cognition (operations+learning)
- Make compute model generic: ComputeEntity abstract base with
  specializations (Machine, VirtualMachine, Container→LXC/DockerContainer;
  Machine→ProxmoxHost/StandaloneServer/Workstation/Appliance)
- Hypervisor is software on a Machine (not all machines are Proxmox)
- Any ComputeEntity can mount Volumes (VMs AND LXCs, validated)
- DockerContainer is first-class (OS models its own infrastructure)
- Services on any compute type (not just LXC/VM)
- Documents/Runbooks describe any Entity (not just Service)
- Added design notes validating assumptions against actual inventory

Schema updates:
- entity_types: add attribute_schema (JSONB for validating attributes)
- entity_types: add status (active/deprecated, no hard delete while instances exist)

Audit (37 findings across 6 categories):
- Security: 10 findings (5 HIGH) — SSH keys, MCP auth, policy mutability,
  learning poisoning, confirmation phrase, webhook auth, TLS, blast radius
- Performance: 7 findings (1 HIGH) — CTE cycle guard, probe concurrency,
  ingestion, pattern extraction, table growth, WS backpressure
- Architecture: 7 findings (3 HIGH) — testing, observability, DB backup
- Data model: 7 findings (1 HIGH) — entity ID, attribute schema, type
  evolution, concurrent writes, migration rollback, DR export
- Operational: 7 findings (4 HIGH) — rollback, watchdog, backup/restore
  runbook, disaster recovery, deploy downtime, health checks
- Missing: 7 findings (1 HIGH) — CI/CD, rate limiting, audit log, circuit
  breaker, secret rotation, supply chain, SLOs
- Top-5 priority items called out before implementation
2026-07-06 23:06:34 +02:00
d44979aca7 plans: rev 2 — Go rewrite, ontology-first, DB-native config, learning loop
Major revision of the Docker-based homelab OS plan:

1. Go instead of Python — all services rewritten as Go binaries
   (Gin web framework, sqlc for DB access, goroutines for probes)

2. Ontology-first design — systems modeling with 3 layers:
   - Infrastructure (physical, compute, network, storage, software)
   - Governance (identity, secrets, policy)
   - Cognition (observation, decision, action, knowledge, learning)
   7 Mermaid diagrams: layer map, ER diagram, 3 lifecycle state machines,
   feedback loop, policy model

3. DB-native config — inventory.yaml/ontology.yaml/policy.yaml become
   seed manifests (bootstrap + DR). The DB is the runtime source of truth,
   editable via API. Ontology IS the DB schema (entity_types,
   relationship_types, lifecycle_defs tables).

4. Feedback loop — agent learns from execution:
   execution → outcome → feedback → pattern → skill → classification
   Patterns accumulate from execution history, skills codify proven
   procedures, classifier uses pattern confidence for auto-act decisions.
   Cold start: agent starts cautious, earns autonomy through evidence.

5. 5 migration groups: ontology meta-schema, entity instances, operations,
   learning model, policy. Recursive blast_radius SQL function.

6. Phase 0 added: ontology design before any code.
2026-07-06 22:50:49 +02:00
fe54af30f6 plans: replace ASCII architecture diagrams with Mermaid
4 diagrams: container stack, OODA loop, knowledge graph, deploy flow
2026-07-06 22:34:53 +02:00
bead722fac plans: pivot oikos consolidation to docker-based agentic homelab OS
Supersedes the launchd-based consolidation plan. Key changes:
- Docker-based deployment on mac-mini (docker compose)
- PostgreSQL for all mutable state (signals, ledger, knowledge graph)
- Infisical replaces SOPS+age for secrets management
- Unified API merges MCP server + homelab CLI (REST + MCP interfaces)
- Hermes agent runs in Docker (gateway mode, connect from any workstation)
- Knowledge graph in Postgres replaces narrative wiki files as agent context
- Structured entity relationships link docs to inventory entities
- Hybrid SSH access (mounted keys now, actuator gateway later)
- Git push → Gitea webhook → Docker rebuild = deploy trigger
- 6-phase rollout: DB → services → agent → secrets → deploy → cutover
2026-07-06 22:32:21 +02:00
14448a7dd9 chore: add plan 2026-07-06 21:56:56 +02:00
b5c1247093 docs: streamline & consolidate the tree (phase 6)
Problem: after the wiki-hq reorg, agent-instruction and human-doc domains
were still scattered across the repo root, with three now-redundant stub
files cluttering it. The organizing principle wasn't visible in the layout.

Change — enforce three clear buckets:
- .agents/  = how agents operate: OIKOS.md, HERMES.md (moved from root),
  shared/ conventions, domains/ schemas, skills/, and operations/ (operator
  cheatsheet + enrollment + hermes-agent, moved from root).
- knowledge/ = what exists + evidence: wiki/, GLOSSARY.md, and sources/ now
  including investigations/ (incident records are evidence/sources).
- root = substrate + two entry points (AGENTS.md, README.md), plus plans/
  as its own design-intent domain.

Moves:
- investigations/ -> knowledge/sources/investigations/ (incl. archive/, index).
- operations/ -> .agents/operations/.
- HERMES.md -> .agents/HERMES.md.
- Deleted unreferenced root stubs CAVEMAN.md, CONTRIBUTING.md, and OIKOS.md
  (its 7 remaining linkers repointed to .agents/OIKOS.md).

Consumers updated:
- inventory.yaml doc_page (agent-enrollment) + regenerated hosts/*.yaml + cards.
- tools/setup-hermes-soul.sh and bootstrap.sh (x2) -> .agents/HERMES.md.
- bin/homelab help string -> .agents/operations/hermes-agent.md.
- knowledge/operations schemas, llm-wiki, page-templates, incident-investigation
  skill, AGENTS.md/README nav -> new investigations/operations paths.
- All markdown links rewritten via the path-resolving mapper.

Left in place (substrate/executable/separate-domain): hosts/, ledger/, tools/,
plans/, oikos/, mcp/, secrets/, bin/, inventory.yaml.

Verification: docs-lint at baseline (2 intentional cross-repo refs, no new
breakage); gen-topology.py --check exit 0; build_host_files.py idempotent; all
doc_page targets resolve; Hermes provisioning scripts point at the new path.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-06 18:12:14 +02:00
4efddb8bed docs: fix pre-existing broken links surfaced by docs-lint
Problem: docs-lint (added in the wiki-hq reorg) surfaced 126 broken relative
links that predated this session — a container rename, incident/plan docs
that moved into archive/done subfolders without their inbound links being
updated, and a handful of relative-depth bugs in files nested under
containers/archive/ and plans/done/.

Fixes applied, by category:
- 124-authentik.md -> 106-auth-outpost.md (container was renamed; ~40 refs).
- investigations/{2026-04-21-hubris-crash-loop,2026-05-31-authentik-vps-migration}.md
  -> archive/ prefix (both moved to investigations/archive/ previously).
- plans/{2026-06-01-slate-ax-to-sodola-migration,2026-06-04_130000-deprecate-claudio-bot,
  2026-06-25-yuvomi-deployment}.md -> plans/done/ prefix.
- Depth bugs in files nested one level deeper than their siblings assumed
  (investigations/archive/*, knowledge/wiki/containers/archive/*,
  plans/done/*) — corrected relative-path depth.
- Destroyed containers with no surviving page (126-plato) delinked to the
  containers/index.md archaeology row instead of a 404.
- ludo-mini.yaml -> strong.yaml (host was renamed, same physical machine).
- netbird-vps.md (no narrative page exists) -> netbird-vps.yaml (substrate
  record, matching the existing convention for hosts without a wiki page).
- runbook-dpkg-interrupted.md refs -> .agents/skills/runbook-dpkg-interrupted/SKILL.md
  (missed in the phase-4 runbook move because the referencing files used a
  bare filename, not a runbooks/ prefix).
- One dangling forward-reference to a never-written investigation delinked
  to the actual incident record it was describing.

Left alone: two links in knowledge/wiki/containers/101-jellyfin.md into
devops/homelab-authentik-admin/ — an intentional reference to a sibling repo,
not present in this checkout.

Verification: broken-link count 126 -> 2 (real remainder is the cross-repo
reference above); gen-topology.py --check still exit 0; build_host_files.py
still idempotent; all inventory.yaml doc_page targets still resolve.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-06 17:53:35 +02:00
5c5016b3c7 docs: reshape runbooks into .agents/skills/<name>/SKILL.md (phase 4)
Problem: runbooks are agent-executable procedures but lived at the repo root,
separate from the other agent instruction now under .agents/.

Change:
- Move runbooks/<name>.md -> .agents/skills/<name>/SKILL.md (folder per skill,
  matching the wiki-hq skills layout). Frontmatter (name, risk_class, inputs,
  verification, docs_update_checklist, transition) preserved.
- Rewrite links (inbound from plans; between-skill siblings) via the move map.
- Update prose references in AGENTS.md, HERMES.md, .agents/OIKOS.md, and the
  operations schema; fix a pre-existing stale link to operations/commands.md.

No code consumed runbooks/ by path, so nothing else changes.

Verification: all SKILL.md frontmatter parses with valid risk_class; every
lifecycle transition resolves to an oikos/ontology.yaml state; broken-link
count 127 -> 126 (fixed one, introduced none).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-06 14:39:31 +02:00
8a6422bd7d docs: move narrative wiki under knowledge/wiki/ (phase 3)
Problem: node and cross-cutting narratives lived at the repo root
(containers/, vms/, infrastructure/, host .md files), interleaved with the
machine-readable substrate.

Change:
- Move containers/ -> knowledge/wiki/containers/, vms/ -> knowledge/wiki/vms/,
  infrastructure/ -> knowledge/wiki/infrastructure/, hosts/{hubris,strong}.md ->
  knowledge/wiki/hosts/, infrastructure/references/ -> knowledge/sources/references/,
  GLOSSARY.md -> knowledge/GLOSSARY.md.
- Add knowledge/{index.md,log.md,sources/index.md} scaffolding.
- Rewrite all relative links repo-wide via a path-resolving mapper (inbound +
  outbound + between-moved-files), including .hermes/, runbooks, operations,
  investigations, plans, README, AGENTS.
- Repoint inventory.yaml doc_page fields and regenerate hosts/*.yaml (which
  embed doc_page); update oikos/gen-topology.py output path, candidate doc
  paths, and footer links; update code-comment doc paths.

Substrate untouched in place: inventory.yaml, hosts/*.yaml (regenerated,
idempotent), oikos/ code, mcp/, secrets/, bin/.

Verification:
- Logical broken-link set identical to pre-move baseline (net 128 -> 127; the
  topology regen fixed one, introduced none). Remaining are pre-existing refs
  to destroyed/archived nodes, out of scope for this move.
- gen-topology.py --check exit 0 (in sync); cards carry knowledge/wiki/ doc paths.
- build_host_files.py idempotent; all inventory doc_page targets resolve.
- MCP contract verified: get_page/search_docs/get_changelog resolve moved pages.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-06 14:35:23 +02:00
bb5c0717a1 docs: adopt wiki-hq conventions + separate agent instructions (phases 1-2)
Problem: the narrative docs lacked an enforceable style standard, and
agent-facing instruction (OIKOS/CAVEMAN/CONTRIBUTING) was interleaved with
human content at the repo root.

Change:
- Add .agents/shared/{writing-style,llm-wiki}.md — a lint-checkable prose
  standard (with an imperative-voice exception for runbooks/recipes) and the
  sources/wiki/index/log layer model.
- Move CAVEMAN.md -> .agents/shared/caveman.md,
  CONTRIBUTING.md -> .agents/shared/page-templates.md,
  OIKOS.md -> .agents/OIKOS.md; leave thin root stubs so old links resolve.
- Add .agents/domains/{knowledge,operations}/schema.md; operations schema
  codifies "plans always live in plans/".
- Repoint live references (AGENTS, README, GLOSSARY, OIKOS) and fix OIKOS.md's
  internal relative links for its new depth.

Risk: none to the operational substrate — inventory.yaml, hosts/*.yaml,
oikos/, mcp/, secrets/, bin/ untouched (verified via git status).

Verification: relative-link check across .agents/ clean; substrate churn empty.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-06 14:22:09 +02:00
fd35b48c8d Phase 1-4: full doc reorg
Phase 1 — fix stale state after strong migration (Phase 1+2, 2026-07-05)
  - README: corrected IPs (jellyfin 206→246, arriman 132→245, etc.),
    added missing containers (128 trmnl, 129 house, 133 seanime, 134 romm,
    124 authentik), updated last-refreshed date, added strong host context
  - containers/101-jellyfin.md: IP 206→246, host hubris→strong, mount
    /mnt/library→/mnt/media_local, GPU 760M→680M+RX7600, privilege→priv
  - containers/118-elementsynapse.md: IP 239→242, added Host: strong
  - containers/122-arriman.md: IP 132→245, mount→/mnt/media_local, added Host
  - containers/129-house.md: IP 212→244, added Host: strong
  - containers/130-grimmory.md: IP 213→247, mount→/mnt/media_local, added Host
  - containers/121-caddy.md: fixed site list (books→grimmory, removed auth→VPS,
    added house, roms, teddy, trmnl)
  - hosts/strong.md: updated At-a-glance to reflect 7 LXCs hosted
  - containers/123-claudio-bot.md, 127-mule-photos-new.md: archived to
    containers/archive/ (were destroyed LXCs with living pages)
  - inventory.yaml: verified correct — no changes needed

Phase 2 — structural cleanup
  - infrastructure/index.md: one-page overview of all cross-cutting systems
  - runbooks/: moved runbook-budget-from-csv.md and runbook-dpkg-interrupted.md
    from operations/ with YAML frontmatter added
  - plans/done/: moved 4 completed plans out of active view; updated index
  - vms/index.md: added VM index page

Phase 3 — navigation & discoverability
  - GLOSSARY.md: term definitions (Authentik, Caddy, LXC, VAAPI, etc.)
  - README: added table of contents, links to glossary + infrastructure index
  - investigations/: archived 2 resolved cases (crash-loop, authentik-migration)
    to investigations/archive/; updated index with active vs archived sections

Phase 4 — ongoing discipline
  - CONTRIBUTING.md: documented same-session update rule with explicit checklist
  - README: replaced full LXC table with summary + link to containers/index.md
    (single source of truth; de-duplication)
2026-07-06 00:46:27 +02:00