shep 0.16.1

The shep binary: a process manager that keeps a flock of long-running processes alive on macOS, Linux and Windows, with logs, watch and cron restarts, and webhook alerts
Documentation
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//! What makes a bark fire: [`Rule`], [`Trigger`] and the [`Rules`] engine
//! that turns a bus event or a reconciliation poll into zero or more
//! [`Firing`]s.
//!
//! [`Rules::on_poll`] catches what the bus drops: it evaluates the same
//! rules against the flock's current state instead of one event. Both
//! routes share one per-subject debounce in [`Rules`]'s `subjects` map, so
//! a rule fired by one route is not fired again by the other.
//!
//! Debounce is per rule per subject, never global: a global debounce would
//! silence the second sheep to go down during an incident.

use core::fmt;
use std::collections::BTreeMap;

use serde::Deserialize;
use shep_core::barks::Bark;
use shep_core::protocol::{BusEvent, ProcessEventKind, ProcessInfo};
use shep_core::status::ProcStatus;
use shep_core::values::{MemSize, UpDuration};

use super::sinks::{self, Sink, SinkConfigError};

mod log_match;

pub use log_match::LogStream;
use log_match::{LogRule, Source};

/// How long, by default, a rule stays quiet for a subject after firing.
///
/// Five minutes: long enough that a flapping sheep does not page an
/// operator once a minute, short enough that a still-down sheep gets a
/// reminder inside the same incident rather than only its first alert.
fn default_debounce() -> UpDuration {
    UpDuration::from_millis(5 * 60 * 1_000)
}

/// One entry under `[[bark.rules]]` in `dogs.toml`.
///
/// A misspelled key anywhere in a rule is a startup error naming the bad
/// key, never a silently ignored setting. See
/// [`BarkConfig`](super::BarkConfig)'s own doc for why that posture
/// matters.
// deny_unknown_fields cannot sit here: serde refuses it alongside
// #[serde(flatten)]. Keys `sinks` and `debounce` don't claim flow into
// Trigger's own deserialize instead, which is where a typo is caught.
#[derive(Debug, Clone, PartialEq, Deserialize, schemars::JsonSchema)]
pub struct Rule {
    /// What fires it.
    #[serde(flatten)]
    pub when: Trigger,
    /// Sinks by name, from `[bark.sinks]` in `dogs.toml`. At least one; a
    /// rule routing nowhere is a rule that fires into a file and is
    /// refused at startup rather than discovered during an incident.
    pub sinks: Vec<String>,
    /// How long after one firing this rule stays quiet FOR THE SAME
    /// SUBJECT. Per-subject, never global: a flock where one sheep flaps
    /// must not mute the alert for a different sheep going down.
    #[serde(default = "default_debounce")]
    pub debounce: UpDuration,
}

/// What makes a rule fire.
///
/// `deny_unknown_fields` lives here rather than on [`Rule`] — see that
/// type's own doc for why the combination with `#[serde(flatten)]` forced
/// the move.
#[derive(Debug, Clone, PartialEq, Deserialize, schemars::JsonSchema)]
#[serde(tag = "on", rename_all = "snake_case", deny_unknown_fields)]
pub enum Trigger {
    /// Any of these bus event kinds, by their wire spelling
    /// (`exit`, `errored`, `online`, ...).
    Event {
        /// The kinds this rule fires on.
        kinds: Vec<String>,
    },
    /// The shepherd gave up: a sheep reached `Errored`. On by DEFAULT with
    /// no configuration at all, because it is the alert that must not be
    /// missed — the app is down and staying down — and because it cannot
    /// disagree with the shepherd: it is keyed to the shepherd's own
    /// decision rather than to a threshold bark chose.
    // A struct variant, not a unit variant: an internally tagged unit
    // variant skips field checking entirely, so deny_unknown_fields would
    // not catch a typo beside `on = "gave_up"`.
    GaveUp {},
    /// The early warning: `restarts` restarts within `within`. Opt-in,
    /// because it is the one that pages at 3am for a blip, and the
    /// threshold should be one the operator chose.
    RestartRate {
        /// How many restarts.
        restarts: u32,
        /// Within how long.
        within: UpDuration,
    },
    /// A sheep's memory crossed a ceiling, read from the reconciliation
    /// poll rather than from the bus — memory is a level, and the bus
    /// carries events.
    MemoryAbove {
        /// The ceiling.
        bytes: MemSize,
    },
    /// A line a sheep printed matches `pattern`, read from the bus's log
    /// frames.
    LogMatch {
        /// A regex, unanchored: a line matches when any part of it does.
        pattern: String,
        /// Which stream to read; both when omitted.
        #[serde(default)]
        stream: LogStream,
    },
}

/// What a [`Trigger::GaveUp`] firing says about `name`.
///
/// One function rather than the literal at both trigger sites: the bus
/// route reads an `Errored` event and the poll route reads an `Errored`
/// status, and an operator seeing two spellings of the same alert would
/// read it as two different alerts.
fn gave_up_message(name: &str) -> String {
    format!("{name} gave up: restart budget exhausted")
}

/// The rule-kind name [`Bark::rule`] records for a firing: the same
/// snake_case spelling a `[bark.rules]` entry's own `on = "..."` key
/// uses, so an operator reading `barks.jsonl` sees no vocabulary mismatch
/// against what they configured.
fn trigger_name(when: &Trigger) -> &'static str {
    match when {
        Trigger::Event { .. } => "event",
        Trigger::GaveUp {} => "gave_up",
        Trigger::RestartRate { .. } => "restart_rate",
        Trigger::MemoryAbove { .. } => "memory_above",
        Trigger::LogMatch { .. } => "log_match",
    }
}

/// `kind`'s wire spelling, the string `kinds` in a rule names it by.
///
/// Hand-listed rather than read from `ProcessEventKind`'s own `Serialize`,
/// because this runs once per bus event and the serde round-trip allocated a
/// `Value` to answer a question fixed at compile time.
///
/// `ProcessEventKind` is `#[non_exhaustive]`, so the last arm is the one that
/// catches a variant this build has not been taught. It is also the spelling
/// `#[serde(other)]` gives `Unrecognized`, which is what the round-trip this
/// replaced returned for it. A variant added upstream therefore needs an arm
/// here as soon as `is_known_kind` starts accepting its name, or a rule naming
/// it would compare against `"unrecognized"` and never fire.
fn wire_spelling(kind: ProcessEventKind) -> &'static str {
    match kind {
        ProcessEventKind::Start => "start",
        ProcessEventKind::Online => "online",
        ProcessEventKind::Exit => "exit",
        ProcessEventKind::Restart => "restart",
        ProcessEventKind::Reload => "reload",
        ProcessEventKind::Reloaded => "reloaded",
        ProcessEventKind::ReloadAbandoned => "reload_abandoned",
        ProcessEventKind::Stop => "stop",
        ProcessEventKind::Delete => "delete",
        ProcessEventKind::Errored => "errored",
        _ => "unrecognized",
    }
}

/// Whether `kind` is a spelling [`ProcessEventKind`] actually has, read from
/// its own `Deserialize` rather than hand-listed the way [`wire_spelling`] is.
fn is_known_kind(kind: &str) -> bool {
    // `ProcessEventKind`'s `Deserialize` now accepts any string, decoding an
    // unrecognized one as `Unrecognized` rather than erroring, so validity
    // has to be judged from the decoded variant instead of from success.
    !matches!(
        serde_json::from_value::<ProcessEventKind>(serde_json::Value::String(kind.to_owned())),
        Err(_) | Ok(ProcessEventKind::Unrecognized)
    )
}

/// Why [`Rules::new`] refused a configuration.
#[derive(Debug)]
pub enum RulesError {
    /// Rule at position `index` (0-based, in configuration order) routes
    /// to a sink name `[bark.sinks]` does not define.
    UnknownSink {
        /// Position in the configured rule list.
        index: usize,
        /// The sink name that does not exist.
        sink: String,
    },
    /// Rule at position `index` routes to no sink at all.
    NoSinks {
        /// Position in the configured rule list.
        index: usize,
    },
    /// Rule at position `index`'s `Event` trigger names an event kind that
    /// is not on the wire.
    UnknownKind {
        /// Position in the configured rule list.
        index: usize,
        /// The kind string that matches no [`ProcessEventKind`].
        kind: String,
    },
    /// A `[bark.sinks]` entry's url cannot work: a Discord or Slack
    /// webhook over `http://`, or a url carrying credentials before the
    /// host. See [`sinks::require_usable_url`].
    UnusableSink(SinkConfigError),
    /// Rule at position `index`'s `LogMatch` pattern is empty, is not a
    /// regex, or compiles to more than 1 MiB.
    BadPattern {
        /// Position in the configured rule list.
        index: usize,
        /// What was wrong with it.
        reason: String,
    },
}

impl fmt::Display for RulesError {
    fn fmt(&self, f: &mut fmt::Formatter<'_>) -> fmt::Result {
        match self {
            Self::UnknownSink { index, sink } => write!(
                f,
                "rule {index} routes to sink \"{sink}\", which [bark.sinks] in dogs.toml does \
                 not define"
            ),
            Self::NoSinks { index } => write!(f, "rule {index} routes to no sink at all"),
            Self::UnknownKind { index, kind } => write!(
                f,
                "rule {index}'s event trigger names \"{kind}\", which is not an event kind on the wire"
            ),
            Self::UnusableSink(source) => write!(f, "{source}"),
            Self::BadPattern { index, reason } => {
                write!(f, "rule {index}'s log_match pattern is refused: {reason}")
            }
        }
    }
}

impl core::error::Error for RulesError {
    fn source(&self) -> Option<&(dyn core::error::Error + 'static)> {
        match self {
            Self::UnusableSink(source) => Some(source),
            Self::UnknownSink { .. }
            | Self::NoSinks { .. }
            | Self::UnknownKind { .. }
            | Self::BadPattern { .. } => None,
        }
    }
}

impl From<SinkConfigError> for RulesError {
    fn from(source: SinkConfigError) -> Self {
        Self::UnusableSink(source)
    }
}

/// Per-subject bookkeeping [`Rules`] keeps to make the bus route and the
/// poll route agree on one firing rather than two, and to let
/// [`Trigger::RestartRate`] measure a window without bark keeping its own
/// restart tally.
#[derive(Debug, Default)]
struct SubjectState {
    /// Rule index -> unix millis it last fired for this subject. Read and
    /// written by both [`Rules::on_event`] and [`Rules::on_poll`], which is
    /// the whole mechanism behind "an `Errored` seen by both routes fires
    /// once."
    last_fired: BTreeMap<usize, u64>,
    /// Rule index -> (the shepherd's restart count when this rule's
    /// window last reset for this subject, when that reset happened).
    /// Only `RestartRate` rules ever populate this.
    restart_windows: BTreeMap<usize, (u32, u64)>,
}

/// The subject's entry in `subjects`, created on first sight.
///
/// Looks before inserting: on a steady flock every event's subject is already
/// in the map, and `entry` takes its key by value, so it would allocate a
/// `String` on every call only to drop it when the key is already there. The
/// owned key is built only on a miss, which is once per subject per bark run.
///
/// `contains_key` first rather than a `get_mut` match, because a reference
/// returned from the lookup has to outlive the insert that follows it.
fn subject_state<'a>(
    subjects: &'a mut BTreeMap<String, SubjectState>,
    subject: &str,
) -> &'a mut SubjectState {
    if !subjects.contains_key(subject) {
        subjects.insert(subject.to_owned(), SubjectState::default());
    }
    subjects
        .get_mut(subject)
        .expect("subject key is present: either it was, or the insert above added it")
}

/// Bark's whole state: the rules, and what each subject last looked like to
/// each rule.
#[derive(Debug)]
pub struct Rules {
    rules: Vec<Rule>,
    subjects: BTreeMap<String, SubjectState>,
    /// The `LogMatch` rules, compiled, so a log frame walks these and never
    /// the whole rule list.
    log_rules: Vec<LogRule>,
    /// Sheep id to name, kept only while a log rule exists: a log frame
    /// carries an id and no name.
    names: BTreeMap<u32, String>,
}

/// [`Rules::fire`] over the two fields it touches, so a caller holding a
/// borrow of another field (the log route's `subject` is a name in `names`)
/// need not clone it before the debounce has said whether to fire.
fn fire_rule(
    rules: &[Rule],
    subjects: &mut BTreeMap<String, SubjectState>,
    idx: usize,
    subject: &str,
    now_ms: u64,
    message: impl FnOnce() -> String,
) -> Option<Firing> {
    let debounce = rules[idx].debounce;
    let state = subject_state(subjects, subject);
    let ready = state
        .last_fired
        .get(&idx)
        .is_none_or(|&last| now_ms.saturating_sub(last) >= debounce.as_millis());
    if !ready {
        return None;
    }
    state.last_fired.insert(idx, now_ms);
    Some(Firing {
        bark: Bark {
            at_ms: now_ms,
            rule: trigger_name(&rules[idx].when).to_owned(),
            subject: subject.to_owned(),
            message: message(),
            sinks: Vec::new(),
        },
        sinks: rules[idx].sinks.clone(),
    })
}

impl Rules {
    /// Builds the engine, refusing a configuration that cannot work.
    ///
    /// # Errors
    /// - [`RulesError::UnknownSink`]: a rule routes to a sink
    ///   `[bark.sinks]` does not define.
    /// - [`RulesError::NoSinks`]: a rule routes to no sink.
    /// - [`RulesError::UnknownKind`]: an `Event` rule names a kind that is
    ///   not on the wire.
    /// - [`RulesError::BadPattern`]: a `LogMatch` rule's pattern is empty,
    ///   not a regex, or compiles to more than 1 MiB.
    /// - [`RulesError::UnusableSink`]: a `[bark.sinks]` entry is a
    ///   Discord or Slack webhook using `http://`, or carries credentials
    ///   before its host. Both are checked whether or not any rule routes
    ///   to that sink.
    pub fn new(rules: Vec<Rule>, sinks: &BTreeMap<String, Sink>) -> Result<Self, RulesError> {
        for (name, sink) in sinks {
            sinks::require_usable_url(name, sink)?;
        }
        let mut log_rules = Vec::new();
        for (index, rule) in rules.iter().enumerate() {
            if rule.sinks.is_empty() {
                return Err(RulesError::NoSinks { index });
            }
            for sink in &rule.sinks {
                if !sinks.contains_key(sink) {
                    return Err(RulesError::UnknownSink {
                        index,
                        sink: sink.clone(),
                    });
                }
            }
            match &rule.when {
                Trigger::Event { kinds } => {
                    for kind in kinds {
                        if !is_known_kind(kind) {
                            return Err(RulesError::UnknownKind {
                                index,
                                kind: kind.clone(),
                            });
                        }
                    }
                }
                Trigger::LogMatch { pattern, stream } => {
                    log_rules.push(LogRule::compile(index, pattern, *stream)?);
                }
                Trigger::GaveUp {} | Trigger::RestartRate { .. } | Trigger::MemoryAbove { .. } => {}
            }
        }
        Ok(Self {
            rules,
            subjects: BTreeMap::new(),
            log_rules,
            names: BTreeMap::new(),
        })
    }

    /// The default rule set, for a `[bark]` that configured none: one
    /// `GaveUp` rule routed to every configured sink.
    #[must_use]
    pub fn default_rules(sinks: &BTreeMap<String, Sink>) -> Vec<Rule> {
        vec![Rule {
            when: Trigger::GaveUp {},
            sinks: sinks.keys().cloned().collect(),
            debounce: default_debounce(),
        }]
    }

    /// The firing rule `idx` produces for `subject` now, or `None` when
    /// its debounce has not elapsed. Shared by the bus route and the poll
    /// route, so an event both see fires once.
    ///
    /// The caller decides whether the rule triggered at all and supplies
    /// `message`, which runs only when the debounce has elapsed; everything
    /// from the debounce onward is the same on both routes.
    fn fire(
        &mut self,
        idx: usize,
        subject: &str,
        now_ms: u64,
        message: impl FnOnce() -> String,
    ) -> Option<Firing> {
        fire_rule(
            &self.rules,
            &mut self.subjects,
            idx,
            subject,
            now_ms,
            message,
        )
    }

    /// Whether a `RestartRate` rule has accumulated `threshold` or more
    /// restarts for `subject` since the window opened, sliding the window
    /// forward once `within` has elapsed.
    ///
    /// The baseline starts at zero on first observation, so restarts from
    /// before bark's own first poll count toward it. Once `within` elapses
    /// with no new firing, the baseline resets to the current count, so a
    /// sheep that stopped flapping stops re-triggering the rule.
    fn restart_window_crossed(
        &mut self,
        idx: usize,
        subject: &str,
        current_restarts: u32,
        threshold: u32,
        within: UpDuration,
        now_ms: u64,
    ) -> bool {
        let state = subject_state(&mut self.subjects, subject);
        let window = state.restart_windows.entry(idx).or_insert((0, now_ms));
        if now_ms.saturating_sub(window.1) > within.as_millis() {
            *window = (current_restarts, now_ms);
        }
        current_restarts.saturating_sub(window.0) >= threshold
    }

    /// What one bus event fires, after debounce.
    #[must_use]
    pub fn on_event(&mut self, event: &BusEvent, now_ms: u64) -> Vec<Firing> {
        let BusEvent::Process {
            event: kind, info, ..
        } = event
        else {
            return self.on_log_event(event, now_ms);
        };
        let kind = *kind;
        self.note_name(kind, info);
        let kind_wire = wire_spelling(kind);
        let mut firings = Vec::new();
        for idx in 0..self.rules.len() {
            let message = match &self.rules[idx].when {
                Trigger::Event { kinds } if kinds.iter().any(|k| k == kind_wire) => {
                    Some(format!("{} {kind_wire}", info.name))
                }
                Trigger::GaveUp {} if kind == ProcessEventKind::Errored => {
                    Some(gave_up_message(&info.name))
                }
                _ => None,
            };
            let Some(message) = message else { continue };
            firings.extend(self.fire(idx, &info.name, now_ms, || message));
        }
        firings
    }

    /// What one log frame fires: each log rule that reads its stream and
    /// matches its line, after debounce.
    ///
    /// Walks only the log rules, and a line matching none costs a regex
    /// scan and nothing else. A line whose id has no known name is skipped.
    fn on_log_event(&mut self, event: &BusEvent, now_ms: u64) -> Vec<Firing> {
        let (id, line, source) = match event {
            BusEvent::LogOut { id, line } => (*id, line, Source::Out),
            BusEvent::LogErr { id, line } => (*id, line, Source::Err),
            _ => return Vec::new(),
        };
        let mut firings = Vec::new();
        for rule in &self.log_rules {
            if !rule.matches(source, line) {
                continue;
            }
            let Some(name) = self.names.get(&id) else {
                continue;
            };
            // The message closure runs after the debounce, so a flood of
            // matching lines inside one window builds nothing.
            firings.extend(fire_rule(
                &self.rules,
                &mut self.subjects,
                rule.idx,
                name,
                now_ms,
                || log_match::message(name, source, line),
            ));
        }
        firings
    }

    /// Keeps `names` in step with one lifecycle event.
    fn note_name(&mut self, kind: ProcessEventKind, info: &ProcessInfo) {
        if self.log_rules.is_empty() {
            return;
        }
        if kind == ProcessEventKind::Delete {
            self.names.remove(&info.id);
        } else if self.names.get(&info.id) != Some(&info.name) {
            self.names.insert(info.id, info.name.clone());
        }
    }

    /// Replaces the id-to-name map with `flock`'s, evaluating no rule.
    ///
    /// For a caller that needs log lines to resolve before the first poll,
    /// and the one place the map is rebuilt whole: a lag may have dropped a
    /// `delete`. Does nothing when no rule reads logs.
    pub fn learn(&mut self, flock: &[ProcessInfo]) {
        if self.log_rules.is_empty() {
            return;
        }
        self.names = flock
            .iter()
            .map(|info| (info.id, info.name.clone()))
            .collect();
    }

    /// Takes `previous`'s id-to-name map, for the rules a config reload
    /// builds, so the first lines after it still resolve their sheep.
    pub fn take_names_from(&mut self, previous: &mut Self) {
        if !self.log_rules.is_empty() {
            self.names = core::mem::take(&mut previous.names);
        }
    }

    /// The bus topics the log rules need: `log.out` and/or `log.err`, and
    /// none when no rule reads logs.
    #[must_use]
    pub fn log_topics(&self) -> Vec<String> {
        LogRule::topics(&self.log_rules)
    }

    /// What the reconciliation poll fires: everything the bus should have
    /// carried and did not, plus the level-triggered rules that have no bus
    /// event at all.
    ///
    /// Reads `ProcessInfo::restarts`, the shepherd's own count, rather
    /// than tallying restarts itself: a private tally could drift from
    /// what the shepherd acts on.
    #[must_use]
    pub fn on_poll(&mut self, flock: &[ProcessInfo], now_ms: u64) -> Vec<Firing> {
        self.learn(flock);
        let mut firings = Vec::new();
        for info in flock {
            for idx in 0..self.rules.len() {
                // Owned: the `RestartRate` arm needs `&mut self` while matching.
                let trigger = self.rules[idx].when.clone();
                let message = match &trigger {
                    Trigger::Event { .. } | Trigger::LogMatch { .. } => None,
                    Trigger::GaveUp {} => (info.status == ProcStatus::Errored)
                        .then(|| gave_up_message(&info.name)),
                    Trigger::RestartRate { restarts, within } => self
                        .restart_window_crossed(
                            idx,
                            &info.name,
                            info.restarts,
                            *restarts,
                            *within,
                            now_ms,
                        )
                        .then(|| {
                            format!(
                                "{} restarted {} times, at or past the {restarts}-within-{within} early warning",
                                info.name, info.restarts
                            )
                        }),
                    Trigger::MemoryAbove { bytes } => info.memory_bytes.and_then(|used| {
                        (used >= bytes.bytes()).then(|| {
                            format!(
                                "{} memory at {}, at or above the {bytes} limit",
                                info.name,
                                MemSize::from_bytes(used)
                            )
                        })
                    }),
                };
                let Some(message) = message else { continue };
                firings.extend(self.fire(idx, &info.name, now_ms, || message));
            }
        }
        firings
    }
}

/// One rule firing for one subject: the bark to write and where to send it.
#[derive(Debug, Clone, PartialEq, Eq)]
pub struct Firing {
    /// The record, with [`Bark::sinks`] still empty until delivery fills
    /// it in.
    pub bark: Bark,
    /// The sink names it routes to.
    pub sinks: Vec<String>,
}

#[cfg(test)]
mod tests;