docs: update AI.md with v5 patrol and finding management features

- Added finding management section (resolve, dismiss, suppress)
- Documented patrol service and severity levels
- Added AI-assisted remediation capabilities
- Added Ollama tool/function calling support note
- Added new troubleshooting tips for findings persistence
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rcourtman
2025-12-22 14:43:56 +00:00
parent f67e7b3e97
commit 8d0ca16124

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@@ -8,6 +8,7 @@ Pulse AI adds an optional assistant for troubleshooting, summarization, and proa
- **Patrol**: Background checks that generate findings on a schedule.
- **Alert analysis**: Optional analysis when alerts fire (token-efficient).
- **Command proposals and execution**: When enabled, Pulse can propose commands and (optionally) execute them via connected agents.
- **Finding management**: Dismiss findings as expected behavior, resolve after fixing, with suppression rules to prevent recurrence.
- **Cost tracking**: Tracks usage and supports a monthly budget target.
## Configuration
@@ -26,7 +27,7 @@ Pulse supports multiple providers configured independently:
- **OpenAI**
- **DeepSeek**
- **Google Gemini**
- **Ollama** (self-hosted)
- **Ollama** (self-hosted, with tool/function calling support)
- **OpenAI-compatible base URL** (for providers that implement the OpenAI API shape)
### Models
@@ -46,9 +47,45 @@ You can set separate models for:
- Test provider connectivity: `POST /api/ai/test` and `POST /api/ai/test/{provider}`
- List available models (queried live from the provider): `GET /api/ai/models`
## Patrol Service
Patrol runs automated health checks on a configurable schedule (default: 15 minutes). It analyzes:
- Proxmox nodes, VMs, and containers
- PBS backup status
- Host agent metrics
- Resource utilization trends
### Finding Severity
Patrol generates findings with severity levels:
- **Critical**: Immediate attention required
- **Warning**: Should be addressed soon
Note: `info` and `watch` level findings are filtered out by default to reduce noise.
### Managing Findings
Findings can be managed via the UI or API:
- **Resolve**: Mark as fixed (finding will reappear if the issue resurfaces)
- **Dismiss**: Mark as expected behavior with a reason (`not_an_issue`, `expected_behavior`, `will_fix_later`)
- **Suppress**: Create a rule to prevent similar findings from recurring
Dismissed and resolved findings are persisted across Pulse restarts.
### AI-Assisted Remediation
When chatting with AI about a patrol finding, the AI can:
- Run diagnostic commands on connected agents
- Propose fixes with explanations
- Automatically resolve findings after successful remediation
- Dismiss findings it determines are expected behavior
## Safety Controls
Pulse includes settings that control how active AI features are:
Pulse includes settings that control how "active" AI features are:
- **Autonomous mode** (`autonomous_mode`): when enabled, AI may execute actions without a separate approval step in the UI.
- **Patrol auto-fix** (`patrol_auto_fix`): allows patrol findings to trigger remediation attempts.
@@ -61,4 +98,5 @@ If you enable execution features, ensure agent tokens and scopes are appropriate
- **AI not responding**: verify provider credentials in **Settings → AI** and confirm `GET /api/ai/models` works.
- **OAuth issues (Anthropic)**: verify the OAuth flow is completing and that Pulse can reach the callback endpoint.
- **No execution capability**: confirm at least one compatible agent is connected and that the instance has execution enabled.
- **Findings not persisting**: check that Pulse has write access to its config directory.
- **Too many findings**: Adjust patrol thresholds in Settings, which derive from your alert thresholds.