Commit Graph
4 Commits
Author SHA1 Message Date
Juan José MataandClaude f78303ebbe Add function-calling probe to detect tool-use support (#3255)
* feat(ai-health): name the missing function calling behind an opaque chat error

The assistant reads accounts, transactions and holdings through function
calls, so every chat request carries a `tools` payload. A model without
function-calling support rejects it — OpenRouter answers a bare 404 — and
the operator sees only that status code, with nothing pointing at the
model. Both earlier attempts at this guessed from the chat-time error;
the AI status page already runs live probes, so let it answer the
question directly instead.

`AiHealth::Probe#function_calling` asks the configured model for one
trivial tool call the way the assistant asks for its own: chat
completions with `tools` for OpenAI-compatible endpoints, the Responses
API for hosted OpenAI, and `messages.create` with `tools` for Anthropic,
carrying the same strict schema `Provider::Openai` sends. Reading it
against the plain LLM probe is what makes the verdict sound rather than
a guess at 404s: plain chat passing while the same request with tools
fails means the model has no function calling; a response that carries
no tool call means the endpoint took the tools but the model ignored
them; both failing, or a timeout, stays an ordinary probe failure.

The AI status card gains a Function calling (tools) row, an alert
naming the fix for each of the two bad outcomes, and a failure reason.
The hosting settings model field now says the assistant needs a
tools-capable model and links super admins to the check.

Refs #830

Co-Authored-By: Claude <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DWCmRQ1ry26JnhA79s1ZKH

* fix(ai-health): only call a refusal a refusal, and probe the route chat takes

Two findings from review of the function-calling probe.

A tools request can fail for reasons that say nothing about tool support:
a 429, a 500, a dropped connection, an unreadable body. Reading any
non-timeout failure as `:unsupported` sent the operator hunting for a new
model over a transient blip. Only a 4xx the service chose to answer with
— excluding the ones that mean "not now" or "not you" — is a refusal of
the tools payload; everything else stays an ordinary probe failure. The
bare 404 from OpenRouter that this page exists to explain still reads as
missing function calling.

`Provider::Openai#supports_responses_endpoint?` is the real routing
decision and `OPENAI_SUPPORTS_RESPONSES_ENDPOINT` can flip it either way,
so choosing the API from "is the endpoint custom" could probe Chat
Completions while chat uses Responses, or the reverse — reporting on a
path the assistant never takes. Ask the provider instead, and cache the
two routes under separate keys.

Co-Authored-By: Claude <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DWCmRQ1ry26JnhA79s1ZKH

* fix(ai-health): confirm a tools refusal before blaming the model

A client error on the tools request can mean "your tools payload" or "your
request, tools or not" — an invalid schema, a route the endpoint does not
serve, a model it will not run. Splitting those on the status code alone
still put a 422 from an endpoint contract on the model's account and told
the operator to go find another one.

The probe now confirms it: when the tools request comes back a client
error, it asks again with the tools taken off. Only if that lands is the
tools payload what was turned down, and the probe says so with its own
failure code — provider-agnostic, and no reading of error text for the
word "tool", which would only ever fit the provider it was written
against. Statuses that mean "not now" or "not you" (401, 402, 403, 408,
429) never get a second ask. `AiHealth` now just reports the probe's
verdict instead of inferring one from the status.

The troubleshooting fix no longer points at an OpenRouter free tier:
those providers commonly log prompts and completions for training, and
every assistant tool call carries accounts, transactions, and holdings.
It points at the model recommendations already in this doc, and says why
free tiers are the wrong place to look.

Co-Authored-By: Claude <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DWCmRQ1ry26JnhA79s1ZKH

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-08-31 19:47:48 +02:00
Juan José Mata 2abce5f5b7 Verify PDF support with a synthetic health probe (#3191)
* Add synthetic PDF health checks

* Require exact marker in PDF health probes

* Report PDF health paths separately

* Refactor application code

* Remove unrelated schema dump changes

* Simplify synthetic PDF validation

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2026-08-27 00:14:50 +02:00
Juan José Mata fd6f4ff078 Add live AI checks to system health (#3155)
* Add live AI checks to system health

Give super admins a dedicated AI status view with bounded liveness probes for LLMs, vector stores, pgvector, and embedding endpoints. Record sanitized failures in both the system debug log and Rails logger, and document the recommended local configuration.\n\nCloses #3145

* Fix AI health CI checks

* Address AI health review feedback

* Correct Ollama model preload guidance

* Distinguish OpenAI-compatible providers

* Make Ollama startup readiness explicit

* Recognize Cloudflare AI endpoints
2026-08-24 22:41:08 +02:00
6439a731ab feat(self-hosting): surface Sidekiq-unhealthy nudge + admin system health page (#1906)
* feat(self-hosting): surface Sidekiq-unhealthy nudge + admin system health page (#1481)

When the Sidekiq worker container isn't running — the most common Docker
Compose misconfiguration in self-hosted setups — every background job
silently never executes. Balance calculations, net-worth updates, and
account syncs stall. The UI shows zeros and "No balance data available
for this date" without explaining why (#1481, #1047).

Per jjmata's resolution on the issue, this PR ships both halves of the
fix in one pass:

1. A user-facing nudge banner that appears on every authenticated page
   when Sidekiq isn't processing jobs. Tells the user their data may be
   stale; doesn't pretend zeros are real.

2. An admin-only deep link from that banner into a new
   `/settings/admin/system_health` page (super-admin gated, matching the
   existing admin namespace contract) showing live Sidekiq state:
   process count, last heartbeat, max queue latency, job counters, and
   per-queue depth.

## What changed

- New `SidekiqHealth` PORO (`app/models/sidekiq_health.rb`) eagerly
  loads ProcessSet + Queue + Stats in one pass and exposes `healthy?`
  plus a stable `reason` symbol (`:redis_unreachable`,
  `:no_worker_processes`, `:stale_heartbeat`, `:queue_backed_up`).
  Any Redis/Sidekiq failure during the eager load is caught and
  surfaced as `:redis_unreachable` so a degraded broker never crashes
  the layout.

- `ApplicationController#current_sidekiq_health` memoizes a single
  instance per request via `helper_method` so the layout, banner
  partial, and any controller checks share one Redis round-trip.

- New `app/views/shared/_sidekiq_health_banner.html.erb` rendered from
  `_htmldoc.html.erb` when `Current.user` is present and the health
  check is failing. Banner shows the user-facing message to everyone;
  the "View system health" CTA + reason detail are gated on
  `Current.user&.super_admin?`.

- New `Admin::SystemHealthController#show` (inherits the existing
  `Admin::BaseController`, so super-admin gating is enforced for free)
  + view rendering status, counters, and per-queue breakdown.

- Routes: `resource :system_health, only: :show` inside the existing
  `namespace :admin`.

- Settings nav: new "System health" entry under the Advanced section,
  gated on `super_admin?` to match `sso_providers_label` and
  `users_label`.

- i18n: new `shared.sidekiq_health_banner.*` keys (title, body, CTA,
  per-reason explanations) and a full `admin.system_health.show.*`
  namespace for the new admin page. English-only, matching how
  `ds.pill.*` and other DS keys are scoped.

## Why

- jjmata: "Let's take both approaches ... a nudge about 'data
  unavailable' which hyperlinks to the admin UI if you are an admin
  only (not for other types of users) sounds like the best path forward.
  **Any takers for the PR?**" (#1481)
- smurfpandey: "We can add a section in Settings for superadmins to see
  'health' of the application/host."
- The detection signal is conservative on purpose:
  - `PROCESS_HEARTBEAT_TIMEOUT = 2.minutes` tolerates deploy restarts
    and brief Redis blips without flapping.
  - `LATENCY_THRESHOLD = 5.minutes` is well above the sync-job tail
    under default `config/sidekiq.yml` concurrency.

## Validation

This worktree runs on Windows without a local Ruby toolchain, so I
could not run `bin/rubocop`, `bundle exec erb_lint`, `bin/brakeman`, or
`bin/rails test` locally. CI will run the full matrix on the PR:

- `lint` — `bin/rubocop -f github`
- `lint_js` — `npm run lint` (no JS touched, should be green)
- `scan_ruby` — `bin/brakeman --no-pager`
- `scan_js` — `bin/importmap audit`
- `test_unit` — `bin/rails test` (includes 7 new tests under
  `test/models/sidekiq_health_test.rb` and 4 new under
  `test/controllers/admin/system_health_controller_test.rb`)
- `test_system` — `DISABLE_PARALLELIZATION=true bin/rails test:system`
- `pipelock` — secret + agent-security diff scan

Manual checks done in this worktree:

- Re-read `CONTRIBUTING.md` and `.cursor/rules/project-conventions.mdc`.
  PORO under `app/models/` per Convention 2. No new gem dependency per
  Convention 1. Banner uses semantic tokens (`bg-warning/10`,
  `text-warning`) per the design-system rules. No `lucide_icon` direct
  call — uses the `icon` helper per CLAUDE.md.
- Confirmed `Sidekiq::ProcessSet` / `Sidekiq::Queue` / `Sidekiq::Stats`
  are the same APIs Sidekiq 7+ exposes (we're on Sidekiq 8.x per the
  `Gemfile.lock` comment in `config/initializers/sidekiq.rb`).
- Tests stub `Sidekiq::ProcessSet.new` / `Sidekiq::Queue.all` /
  `Sidekiq::Stats.new` so the suite doesn't need Redis populated.
- The admin route lives inside the existing `namespace :admin` so
  `Admin::BaseController#require_super_admin!` enforces auth — no new
  authorization surface added.

## Notes

- No public API endpoints, no rswag specs, no OpenAPI changes.
- No migrations, no model changes outside the new PORO.
- No background jobs touched.
- English-only locale entry, mirroring the `ds.*` / `admin.invitations.*`
  precedent in this repo. Other locales fall back to English.
- Detection thresholds are constants on `SidekiqHealth` so they're easy
  to tune from a follow-up PR if the defaults turn out to flap on any
  real-world deployment.
- The banner positions itself at `top-20` (below the impersonation /
  super-admin bars) and uses `z-40` (below the `z-50` notification
  tray). Single-screen overlap with mobile flash toasts is acceptable
  for V1.

Refs: #1481, #1047

* fix(self-hosting): address review on Sidekiq health PR (#1481)

- `Admin::SystemHealthController#show` now reads from the request-memoized
  `current_sidekiq_health` instead of building a fresh `SidekiqHealth.new`,
  so the controller and the layout banner share one Redis round-trip.
- `SidekiqHealth#reason` now treats `last_heartbeat_at.nil?` the same as a
  stale beat: a registered process that hasn't published a heartbeat is
  not "healthy". Previously the check short-circuited on the nil guard
  and silently fell through to the queue-latency branch. Added a unit
  test covering the `ProcessSet` entry with `"beat" => nil` case.
- Settings nav: switched the "System health" entry's icon from `activity`
  to `heart-pulse` so it no longer duplicates the LLM Usage icon.
- Routes: dropped the redundant `controller: "system_health"` option from
  the `resource :system_health` declaration — Rails infers
  `Admin::SystemHealthController` from the namespace, matching the style
  of the sibling `:sso_providers`, `:users`, `:invitations`, and
  `:families` admin resources.

* fix(self-hosting): scope + cache Sidekiq health, admin-only banner (#1481)

Addresses the second round of maintainer review on the Sidekiq health PR.

- Skip the check entirely in managed mode. `current_sidekiq_health`
  returns `nil` unless `Rails.application.config.app_mode.self_hosted?`,
  so authenticated requests in managed deployments add zero Redis
  round-trips for this feature.
- Cache the snapshot across requests via `SidekiqHealth.current`
  (Rails.cache, TTL `CACHE_TTL` = 60s default, env-overridable). The
  per-request memoization on `ApplicationController` is preserved on
  top, so even back-to-back self-hosted pages share one fetch.
- Make thresholds operator-tunable. `PROCESS_HEARTBEAT_TIMEOUT`,
  `LATENCY_THRESHOLD`, and the new `CACHE_TTL` read from
  `SIDEKIQ_HEALTH_HEARTBEAT_TIMEOUT`, `SIDEKIQ_HEALTH_LATENCY_THRESHOLD`,
  and `SIDEKIQ_HEALTH_CACHE_TTL` env vars (seconds), with the previous
  values as defaults. Comments now explain the tuning rationale.
- Gate the banner on `Current.user&.super_admin?` at the layout level
  rather than rendering a vague warning to family members who can't
  act on it. The partial no longer carries an internal admin check
  since the call site does it; non-admins see nothing.
- Replace the hard-coded `top-20` offset with a computed offset based
  on which impersonation bars are visible (`top-4` / `top-20` / `top-36`)
  so the banner doesn't collide with the super-admin or approval bars
  when both are stacked above it.
- `Admin::SystemHealthController#show` now bypasses the cache
  (`SidekiqHealth.expire_cache!` + `SidekiqHealth.new`) so an operator
  who just restarted the worker sees fresh state instead of a stale
  60-second snapshot. Also lets the page render in managed mode where
  `current_sidekiq_health` is nil.
- Tests: add coverage for `.current` cache reuse and `.expire_cache!`
  forcing a re-query, swapping `Rails.cache` to a MemoryStore since the
  test env defaults to `:null_store`.

* fix(self-hosting): route singular resource + drop assert_same on cached snapshot (#1481)

Two CI failures surfaced once the full pipeline ran on this branch for
the first time (it was gated on contributor approval until d04b78e):

- Admin system-health controller tests returned 404. Singular
  `resource :system_health` in `config/routes.rb` makes Rails infer
  `Admin::SystemHealthsController` (it pluralizes the controller name
  even for singular resources), but the controller file is named
  `system_health_controller.rb` / `Admin::SystemHealthController`.
  Restore the explicit `controller: "system_health"` override that
  the previous "address review" commit dropped on the (mistaken)
  premise that Rails would infer it from the namespace — the sibling
  admin routes all use plural `resources` so they round-trip cleanly,
  this one doesn't. Comment now spells the gotcha out so the next
  reviewer doesn't try to "simplify" it again.
- `SidekiqHealthTest#test_current_memoizes_across_calls_inside_the_cache_TTL`
  used `assert_same` on the two returns from `SidekiqHealth.current`.
  `ActiveSupport::Cache::MemoryStore` defaults to `dup_values: true`
  and Marshals on read, so a cache hit returns an `==`-equal but
  `equal?`-different instance. Replace the identity check with the
  behavioral assertion we actually care about: re-stub `ProcessSet`
  to raise on the second call, then assert the second `current`
  return is still healthy (proving Redis was not re-queried).

* fix(i18n): drop redundant inline default on system_health nav label (#1481)

`system_health_label` is already defined in
config/locales/views/settings/en.yml, so the inline
`default: "System health"` was a hard-coded English string in the
template (DS Drift Patrol Rule 5). Use the bare locale lookup like the
sibling nav entries.

---------

Co-authored-by: John Baillie <johnbaillie2007@gmail.com>
Co-authored-by: Khaostica <256858950+Khaostica@users.noreply.github.com>
2026-08-22 07:17:29 +02:00