vrr/Pulse

mirror of https://github.com/rcourtman/Pulse.git synced 2026-10-13 16:54:48 +00:00

courtmanr@gmail.com 9c772a7200 feat(agent): collect NVIDIA telemetry on Windows

2026-07-30 18:01:37 +01:00

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Agent Lifecycle Contract

Contract Metadata

{
  "subsystem_id": "agent-lifecycle",
  "lane": "L16",
  "contract_file": "docs/release-control/v6/internal/subsystems/agent-lifecycle.md",
  "status_file": "docs/release-control/v6/internal/status.json",
  "registry_file": "docs/release-control/v6/internal/subsystems/registry.json",
  "dependency_subsystem_ids": ["api-contracts"]
}

Purpose

Own unified agent installation, registration, update continuity, profile management, and fleet control surfaces. Pulse v6 has one host-installed infrastructure agent binary, pulse-agent; host, Docker / Podman, Kubernetes, Proxmox-local, and other node-local telemetry are modules inside that binary, not separate customer-facing agent products. The host telemetry module owns lossless physical-disk report assembly. Linux smartctl permission/open failures are not standby; only the explicit -n standby,3 exit contract may mark a device sleeping. Identity-only rows must retain sysfs model, serial, WWID, size, and transport when available, smartctl retry modes merge rather than replace evidence, and partial NVMe JSON must preserve field presence so omitted health counters are not fabricated as zero. On Unraid, native disks.ini spin state may suppress SMART commands entirely and produce an identity-only standby row without touching the device. Unsupported SMART commands, permission failures, and timeouts must never alter native array membership or turn a present disk into a missing disk. Direct SATA, SAS, USB-bridge, NVMe, and controller-member inventory must all survive one compressed unified-agent report without a collector-side suffix cap. Appliance-vendored smartctl builds are part of that compatibility boundary. PULSE_SMARTCTL_PATH may select the installed binary explicitly; rejection of the JSON output option must retry the same probe in parseable text mode; DSM /dev/sataN devices must receive a SAT retry; and STANDBY (OS) remains standby evidence. Enumeration and each device probe have independent bounded deadlines so one slow disk cannot consume the complete SMART pass, while command errors retain bounded stderr for compatibility diagnosis. internal/monitoring/monitor.go also serializes shared unified-resource websocket payloads. Carrying plural availability facets through that serializer is an adjacent monitoring/API projection and does not change agent enrollment, report admission, removal, update, profile, or command authority. That shared monitor constructor may also copy the persisted alert schedule's initial notification target into the notification manager. This adjacent alerts/notifications wiring grants no agent enrollment, reporting, removal, profile, update, probe-assignment, or command authority and must not mutate host-agent state. The shared internal/api/ai_handlers.go route may also reopen a dismissed Patrol finding and mirror that state into the unified findings store. This is AI finding-state management only; it grants no agent enrollment, report, profile, update, removal, command, or fleet-control authority. The JSON-excluded Proxmox VM/LXC I/O-rate validity fields carried by internal/models/models.go are likewise monitoring-owned sidecar evidence. They distinguish a valid idle interval from an unknown rate for history, alerts, and unified-resource projection; they do not describe agent report admission, heartbeat, enrollment, command reachability, or fleet liveness. Docker / Podman report sizing is a two-dimensional transport contract: pkg/agents/docker/report_limits.go owns the inclusive encoded HTTP-body and decoded JSON byte ceilings, derives the 80% early-warning boundaries, and generates the operator-facing limit description consumed by server ingress and every supported pulse-agent release target built from this source.

Physical-disk evidence collected by a host agent must survive projection back into monitoring's models. Absent evidence has to carry its declared sentinel rather than a zero value that reads as a real measurement: an absent physical-disk view projects Wearout as unifiedresources.WearoutUnreported, never 0, which would announce a spent disk the agent never reported.

An enabled availability target assigned to a host agent creates an agent-lifecycle lease for that exact target/agent pairing. First assignment and reassignment start a fresh reporting grace window; a result from the previous agent must not satisfy the new lease. Once the host heartbeat itself is unhealthy, the canonical host-offline lifecycle owns the outage so the availability-probe lifecycle cannot create a duplicate whole-agent incident. The adjacent /api/connections availability row uses monitoring's server-receipt freshness reference for that lease while preserving the agent-authored check time as observation metadata. That receipt timestamp is probe-result liveness only: lifecycle consumers must not reinterpret it as a host heartbeat, enrollment renewal, command-channel readiness, or fleet-update observation.

Canonical Files

internal/api/agent_install_command_shared.go
internal/api/config_setup_handlers.go 2a. internal/api/setup_script_render.go
internal/api/unified_agent.go
internal/agentupdate/update.go
internal/hostagent/agent.go 5a. internal/dockeragent/agent.go 5b. internal/dockeragent/container_update.go 5c. internal/dockeragent/container_update_typed.go 5d. internal/kubernetesagent/agent.go 5e. internal/agentexec/verifier_postconditions.go 5f. pkg/agents/docker/report_limits.go
cmd/pulse-agent/main.go
scripts/install.sh
scripts/install.ps1 8a. .github/workflows/unified-agent-native.yml 8b. scripts/installtests/windows_agent_lifecycle.ps1 8c. scripts/installtests/windowslifecycleserver/main.go
frontend-modern/src/api/agentProfiles.ts
frontend-modern/src/components/Settings/AgentProfilesPanel.tsx
frontend-modern/src/components/Settings/agentProfileSettings.ts
frontend-modern/src/components/Settings/useAgentProfilesPanelState.ts
frontend-modern/src/components/Settings/infrastructureOperationsModel.tsx
frontend-modern/src/components/Settings/connectionsTableModel.ts
frontend-modern/src/components/Settings/useConnectionsLedger.ts
frontend-modern/src/components/Settings/useConnectionRowActions.ts
frontend-modern/src/components/Settings/ConnectionEditor/ConnectionEditor.tsx
frontend-modern/src/components/Settings/ConnectionEditor/AddressProbeStep.tsx
frontend-modern/src/components/Settings/ConnectionEditor/useConnectionEditor.ts
frontend-modern/src/components/Settings/ConnectionEditor/CredentialSlots/NodeCredentialSlot.tsx
frontend-modern/src/components/Settings/ConnectionEditor/CredentialSlots/TrueNASCredentialSlot.tsx
frontend-modern/src/components/Settings/ConnectionEditor/CredentialSlots/VMwareCredentialSlot.tsx 22a. frontend-modern/src/components/Settings/ConnectionEditor/CredentialSlots/AvailabilityTargetSlot.tsx
frontend-modern/src/components/Settings/InfrastructureWorkspace.tsx 23a. frontend-modern/src/components/Settings/InfrastructureAgentDoctorPage.tsx 23b. frontend-modern/src/components/Settings/useAgentFleetDiagnostics.ts
frontend-modern/src/components/Settings/InfrastructureSourceManager.tsx
frontend-modern/src/components/Settings/InfrastructureSourcePicker.tsx
frontend-modern/src/components/Settings/InfrastructureDiscoverySettingsDialog.tsx
frontend-modern/src/components/Settings/DiscoverySettingsForm.tsx
frontend-modern/src/components/Settings/discoverySettingsModel.ts
frontend-modern/src/components/Settings/infrastructureWorkspaceModel.ts 29a. frontend-modern/src/components/Settings/infrastructureAgentUpdateCommandsModel.ts
frontend-modern/src/components/Settings/proxmoxSettingsModel.ts
frontend-modern/src/components/Settings/useInfrastructureOperationsState.tsx
frontend-modern/src/components/Settings/useInfrastructureSettingsState.ts
frontend-modern/src/components/Settings/NodeModalAuthenticationSection.tsx
frontend-modern/src/components/Settings/NodeModalBasicInfoSection.tsx
frontend-modern/src/components/Settings/nodeModalModel.ts
frontend-modern/src/components/Settings/NodeModalMonitoringSection.tsx
frontend-modern/src/components/Settings/NodeModalSetupGuideSection.tsx
frontend-modern/src/components/Settings/NodeModalStatusFooter.tsx
frontend-modern/src/components/Settings/useNodeModalState.ts
frontend-modern/src/components/SetupWizard/SetupCompletionPanel.tsx
frontend-modern/src/utils/agentProfilesPresentation.ts
frontend-modern/src/utils/agentInstallCommand.ts 42a. frontend-modern/src/utils/agentVersion.ts
frontend-modern/src/utils/infrastructureOnboardingPresentation.ts
frontend-modern/src/api/nodes.ts
frontend-modern/src/components/Settings/InfrastructureInstallerSection.tsx
frontend-modern/src/components/Settings/useInfrastructureInstallState.tsx
frontend-modern/src/components/Settings/infrastructureSettingsModel.ts
frontend-modern/src/components/Settings/useInfrastructureConfiguredNodesState.ts
frontend-modern/src/components/Settings/useInfrastructureDiscoveryRuntimeState.ts
frontend-modern/src/utils/infrastructureSettingsPresentation.ts
frontend-modern/src/utils/agentCapabilityPresentation.ts
frontend-modern/src/utils/agentProfileSuggestionPresentation.ts
frontend-modern/src/utils/unifiedAgentInventoryPresentation.ts
frontend-modern/src/utils/unifiedAgentStatusPresentation.ts
frontend-modern/src/utils/nodeModalPresentation.ts
frontend-modern/src/components/Settings/useTrueNASSettingsPanelState.ts
frontend-modern/src/components/Settings/useVMwareSettingsPanelState.ts
frontend-modern/src/components/Settings/MonitoredSystemImpactPreview.tsx
internal/hostagent/proxmox_setup.go
internal/remoteconfig/client.go
internal/agenttls/config.go
internal/api/agent_exec_token_binding.go
internal/securityutil/httpurl.go
pkg/securityutil/httpurl.go

Shared Boundaries

internal/models/models.go and internal/monitoring/monitor.go also carry monitoring-owned Proxmox cluster node identity and membership-confirmation state. Provider instances with equal cluster/member display names must not collapse through a shared endpoint or linked-agent alias, but this scoping does not change Unified Agent enrollment, token binding, report admission, tombstones, re-enrollment, or command authority. A linked agent remains supplemental evidence on the retained canonical Proxmox member; its presence does not decide provider membership or authorize removal. That separation also applies to configured cluster-node display overrides. Infrastructure lifecycle rows may present the connection-owned override and the current native Proxmox name together, but row identity, linked-agent attachment, update eligibility, uninstall targeting, enrollment continuity, and removal tombstones remain keyed by immutable member and agent identities. Clearing or changing a display override must not detach, re-enroll, remove, or retarget an agent.

The same shared model file may carry monitoring-owned native storage-health evidence such as structured ZFS scans, vdev members, and Ceph health checks. Those additive read-state fields do not change Unified Agent enrollment, transport admission, token binding, command authority, deletion tombstones, or re-enrollment continuity. Unknown or absent provider storage evidence must not be reinterpreted as an agent lifecycle transition.

Docker / Podman report transport is shared with api-contracts. internal/dockeragent/agent.go measures the gzip-encoded HTTP entity and the decoded JSON before attempting any destination, while internal/api/docker_agents.go enforces the same pkg/agents/docker/report_limits.go contract. Exactly 2,097,152 encoded bytes and 10,485,760 decoded bytes are accepted; only the first byte above either ceiling is rejected. Warning copy must derive its limit wording from that contract and retain exact structured byte fields, so Docker, Podman, native, containerized, updated, and restarted Unified Agent runtimes cannot silently return to a stale hard-coded threshold.

Docker container update recreation under internal/dockeragent/ is lifecycle mutation authority, not monitoring collection. The module must translate daemon inspect output into a desired create plan before the original container is renamed: preserve operator configuration such as labels, mounts, binds, restart policy, explicit hostname, network aliases, IPAM, driver options, gateway priority, and network mode; remove daemon-generated observations and fields that conflict with host or shared container:<id> namespaces. network_mode: service:<name> reaches this boundary as the daemon-resolved container:<id> mode and follows the same rule. The create-time network must be deterministic, every additional attachment must be restored before start, and any create, connect, start, or verification failure after backup creation must report compensation truth and attempt rollback rather than declaring a partially connected replacement successful. The typed host-agent command path owns durable terminal receipts for that mutation: reconnect or server recovery may replay a persisted result, but may not execute the Docker mutation twice. The typed update preflight must accept the planned image only when the daemon's resolved image proves either the expected local content ID or the expected registry RepoDigest. A tag that resolves to neither digest fails before the rename boundary; comparing only a registry digest to a daemon-local image ID is not sufficient proof and must not reject an otherwise matching pull.

Automatic Patrol action admission wired through internal/api/ is API/action- lifecycle authority, not agent enrollment or command authority. Agent command transport may run only after the lifecycle-owned policy lease has been revalidated and the policy approval plus executing transition have committed atomically; a policy-approved intermediate state is never reusable by an agent. Human approvals remain separate lifecycle evidence and are not invalidated by later automatic-policy revocation. Emergency stop blocks admission before executing; cancellation after that boundary is best effort and is not rollback proof.

Governed action admission also treats requester and decision identity as server-owned lifecycle authority. The authenticated session or owner-bound API token supplies the immutable ActionActor, and the captured ApprovalRequirement is bound into the request, plan identity, and plan hash.

The plan also carries the unified-resource-owned, versioned ActionPolicyDecisionProvenance. It binds the bounded policy authorities actually consulted, their source revisions and scope, the resulting approval requirement, and stable reason codes into the plan hash and immutable audit. This is descriptive plan-time evidence for pending-action consumers, not a decision or dispatch token. Lifecycle freshness may detect provenance drift, but execution still requires current actor/RBAC/scope checks and the Task 04 authorization lease. Legacy rows without provenance remain explicit legacy_unknown and cannot resume nonterminal authority by implication. Each accepted approval increments a durable decision revision through an exact prior-prefix CAS, appends one typed decision fact, and atomically appends the approved or rejected transition only when state changes. Exact replay appends no event, while conflicting replay and legacy nonterminal records without actor or requirement bindings fail closed as replan-required. MFA remains unavailable and fail-closed unless the lifecycle boundary verifies action-bound cryptographic step-up evidence through its configured verifier; session, API-token, relay, and local-biometric labels alone are never MFA proof.

Assistant transport scopes do not grant agent command authority. ai:chat and relay:mobile:access remain conversation/read/session scopes; an interactive infrastructure invocation must carry server-bound ai:execute authority and still satisfy the separate agent execution/token-binding and control-level gates. Unknown or absent request scope never falls back to agent execution permission.

Commercial v5-to-v6 migration retry state may pass through internal/api/ handlers that agent-lifecycle also references, but the ownership remains API/cloud-paid. Agent lifecycle surfaces may observe paid-migration posture for upgrade continuity, but they must not reinterpret commercial_migration reasons, reset first_failed_at, change the license-server retry cadence, or turn blocked license egress into an agent update or enrollment state.

/api/connections command-policy comparison is lifecycle-adjacent fleet truth. The desired side is the effective runtime config served to the agent after token scope and binding checks, not the unsanitized profile desire. If a profile enables commands but the agent runtime token cannot execute them, lifecycle surfaces must see desired-disabled/applied-disabled as in sync rather than a command-policy rollout failure. A host whose recorded token binding no longer resolves to a live API token is the same case; when API tokens exist, desired command policy fails closed to disabled for that host instead of reporting drift against a token that cannot execute.

Install tokens for the generic host agent flow are minted server-side through the agent install command endpoint. The server decides the token's scopes from the operator's command-execution choice at mint time, because scopes are never upgraded implicitly by an install or repair flow, and stamps the install-type and issuance metadata that make the token eligible for one first-use command-channel binding. The operator-owned PATCH /api/security/tokens/<id> scope editor is a separate API/security mutation: it may deliberately change an installed agent token's live authority, but agent lifecycle code must not call it to auto-upgrade, repair, or reconcile command permissions. Frontend install surfaces may choose whether commands are requested for a newly minted credential but must not compose install-token scope lists themselves.

PVE node setup shared boundaries that render or copy PulseMonitor permissions must treat VM.GuestAgent.Audit plus VM.GuestAgent.FileRead as the PVE 9+ primary contract, with VM.Monitor retained only as the legacy PVE 8 fallback when guest-agent privileges are unavailable.

internal/dockeragent/ is lifecycle-adjacent for agent binary/update trust and owns the Docker / Podman collection module used by pulse-agent, but Docker runtime capability truth is monitoring-owned. Lifecycle consumers must not reinterpret standalone Swarm.LocalNodeState=inactive metadata as agent enrollment, install, command, or fleet-control authority. The Docker / Podman module reports runtime-native per-core container CPU percent because that is the collector's source evidence. Lifecycle surfaces may transport that report, but must not reinterpret it as host-capacity utilization; monitoring and unified resources own the normalized CPU contract used by history, alerts, and canonical app-container metrics. The same module authors the container OOM evidence boundary from Docker inspect. Current agents must serialize a non-null OOMKilled boolean for inspected containers, preserving explicit false; absence is reserved for older or reduced-fidelity report producers. Lifecycle transport must not synthesize OOM state from exit code 137 or collapse absent and false, because monitoring and alerts depend on that distinction to fail closed. Inside-guest Docker / Podman visibility is also a privacy boundary: full Docker / Podman inventory may come from a guest-local agent or another explicit guest reporting path. LXC Docker inventory may also come from the Proxmox host agent, but only through the explicit, server-side opt-in inventory mode that uses minimal Docker summary commands rather than unbounded guest scraping. A local --enable-docker=false or PULSE_ENABLE_DOCKER=false remains a hard Unified Agent opt-out that auto-detection and remote profile settings cannot reverse. Proxmox workload actions may use the parent node pulse-agent only when the shared /api/resources payload carries a backend-authored Proxmox workload target linked to that node agent. Suppressing an inside-guest install cue for that case means governed actions have a node-agent path; it must not be presented as proof that a guest-local agent is installed. Candidate-sourced PVE/PBS/PMG onboarding remains lifecycle-owned even when the candidate starts in Discovery or a platform probe: the settings connection flow may preview the monitored-system impact and credential path, but setup commands, downloaded scripts, manual token command copies, and manual saves must stay blocked until the operator explicitly approves the candidate import plan. Type-first manual adds without a candidate must stay on the normal credential-entry path and must not synthesize a discovery import plan. Agent-facing operations-loop status wiring in internal/api/router.go and internal/api/agent_resource_context.go is lifecycle-adjacent only because it shares agent route infrastructure. Other handlers in internal/api/ such as the AI settings handler (ai_handlers.go) carry AI provider configuration (for example per-provider base URL overrides) that is ai-runtime config-surface and is not agent enrollment, liveness, or lifecycle state. The Pro update credential wiring in internal/api/router.go (feeding the activation's installation token and instance fingerprint to the server updater's download-broker path) is likewise server self-update plumbing: agent enrollment, agent update liveness, and fleet-control semantics must not key off it. The same boundary covers the server updater's deployment adapters behind GET /api/updates/plan in internal/api/updates.go: they are plan providers only, with the real apply in the internal/updates/manager.go pipeline, and lifecycle surfaces must not read them as an agent-side apply, update, or rollback transport. The server updater's own downgrade guard and POST /api/updates/rollback backup-restore endpoint are equally server self-update plumbing: they roll the Pulse server binary and its local backups, never agent binaries, and agent lifecycle surfaces must not key enrollment, update liveness, or fleet-control semantics off them. The authenticated GET /api/updates/release-notes projection follows the same server-only boundary: it reads the exact published notes for the running Pulse server release and must not be used as agent version, enrollment, update availability, or fleet rollout evidence. Workflow starter counts on that endpoint, contextual Assistant/external-agent collaboration counts inside the Assistant step, the content-free Patrol control starter split, and Patrol control completed-loop, resolved-loop, or patrolControlValueState proof mirrored to patrolAutonomyValueState compatibility fields are API-contract telemetry/orientation fields, not agent enrollment, liveness, setup completion, install, update, command, recovery, or fleet-control lifecycle authority. Native pulse_patrol starts, current paid patrol_control starts, legacy patrol_autonomy starts, and legacy pulse_pro_activation starts all contribute to Patrol control starter orientation; proActivationOperationsLoopStarterCount remains a legacy entry-point counter for continuity. Router wiring that passes monitor-owned Proxmox/PBS/PMG source freshness thresholds into unified-resource adapters is likewise adjacent API plumbing: lifecycle surfaces may consume the resulting resource status, but must not treat a between-poll stale/fresh decision as agent enrollment, installer success, update liveness, command reachability, or fleet-control authority. for the old alias only, while the legacy completed/resolved/value proActivation* fields are compatibility aliases for that same first-party Patrol control proof while older commercial and telemetry consumers migrate. Lifecycle surfaces must not treat verified, legacy-compatible verified_needs_mcp, or governed_decision_recorded as proof that an agent install, update, registration, profile rollout, or fleet command completed. External-agent/MCP readiness is optional collaboration setup for agents outside the app, not a first-party Patrol control completion gate and not a lifecycle setup stage. Server update funnel telemetry is lifecycle-adjacent only. The updater's local history may feed outbound usage 30-day attempt, success, failure, and coarse failure category counters, but those counters are adoption analytics, not proof that a particular agent update, profile rollout, host command, registration, or fleet operation succeeded. Lifecycle surfaces must keep reading update readiness and continuity from the updater, installer, connection ledger, and agent runtime state instead of inferring it from outbound usage telemetry. Scheduled-report route and background-worker wiring in internal/api/router.go and the reporting handlers is API/reporting ownership, not agent lifecycle. The scheduler may enumerate tenant organization IDs so each workspace can run its own reports, but that enumeration is not agent enrollment, install, update, profile rollout, command reachability, or fleet-control authority.

frontend-modern/src/api/agentProfiles.ts shared with api-contracts: the agent profiles frontend client is both an agent lifecycle control surface and a canonical API payload contract boundary.
frontend-modern/src/api/nodes.ts shared with api-contracts: the shared Proxmox node client is both an agent lifecycle setup/install control surface and a canonical API payload contract boundary.
frontend-modern/src/components/Settings/ConnectionEditor/CredentialSlots/NodeCredentialSlot.tsx shared with api-contracts: the inline node credential slot is both an agent lifecycle control surface and a shared API-backed install/setup contract boundary.
frontend-modern/src/components/Settings/infrastructureOperationsModel.tsx shared with api-contracts: the pure infrastructure operations inventory/install model is both an agent fleet lifecycle control surface and an API token, lookup, assignment, and reporting/install contract boundary.
frontend-modern/src/components/Settings/MonitoredSystemImpactPreview.tsx shared with cloud-paid: the monitored-system impact preview is both a platform-connections lifecycle surface and a canonical cloud-paid monitored-system presentation boundary.
frontend-modern/src/components/Settings/NodeModalAuthenticationSection.tsx shared with api-contracts: the node setup authentication section is both an agent lifecycle control surface and a shared API-backed install/setup contract boundary.
frontend-modern/src/components/Settings/NodeModalBasicInfoSection.tsx shared with api-contracts: the node setup basic-info section is both an agent lifecycle control surface and a shared API-backed install/setup contract boundary.
frontend-modern/src/components/Settings/nodeModalModel.ts shared with api-contracts: the pure node setup modal model is both an agent lifecycle control surface and a shared API-backed install/setup contract boundary.
frontend-modern/src/components/Settings/NodeModalMonitoringSection.tsx shared with api-contracts: the node setup monitoring section is both an agent lifecycle control surface and a shared API-backed install/setup contract boundary.
frontend-modern/src/components/Settings/NodeModalSetupGuideSection.tsx shared with api-contracts: the node setup guide section is both an agent lifecycle control surface and a shared API-backed install/setup contract boundary.
frontend-modern/src/components/Settings/NodeModalStatusFooter.tsx shared with api-contracts: the node setup status/footer section is both an agent lifecycle control surface and a shared API-backed install/setup contract boundary.
frontend-modern/src/components/Settings/useInfrastructureConfiguredNodesState.ts shared with api-contracts: the direct-node infrastructure settings state hook is both an agent lifecycle control surface and a shared Proxmox node API contract boundary.
frontend-modern/src/components/Settings/useInfrastructureDiscoveryRuntimeState.ts shared with api-contracts: the infrastructure discovery runtime state hook is both an agent lifecycle control surface and a shared discovery/settings API contract boundary.
frontend-modern/src/components/Settings/useInfrastructureInstallState.tsx shared with api-contracts: the infrastructure install state hook is both an agent fleet lifecycle control surface and an API token, lookup, and install transport contract boundary.
frontend-modern/src/components/Settings/useInfrastructureOperationsState.tsx shared with api-contracts: the shared infrastructure operations state hook is both an agent fleet lifecycle control surface and an API token, lookup, assignment, and reporting/install contract boundary.
frontend-modern/src/components/Settings/useNodeModalState.ts shared with api-contracts: the node setup modal state hook is both an agent lifecycle control surface and a shared API-backed install/setup contract boundary.
frontend-modern/src/utils/agentInstallCommand.ts shared with api-contracts: the shared frontend install-command helper is both an agent lifecycle control surface and a canonical API/install transport contract boundary. Operator-facing agent install commands must preflight the selected OS/architecture download before they mutate the target host, and generated commands must pass enrollment secrets through short-lived token files rather than long-lived service/environment arguments. Windows, macOS, and Linux commands must keep custom CA, insecure/plain-HTTP, and optional-auth behavior aligned so the Machines onboarding path does not diverge by OS.
frontend-modern/src/utils/infrastructureSettingsPresentation.ts shared with api-contracts: the infrastructure settings presentation helper is both an agent lifecycle control surface and an API-backed direct-node/discovery settings boundary.
internal/api/agent_ingest.go shared with api-contracts: Unified Agent report admission, removal, remote-config identity binding, and re-enrollment responses are both an agent lifecycle authority and a canonical authenticated API contract boundary.
internal/api/agent_install_command_shared.go shared with api-contracts: agent install command assembly is both an agent lifecycle control surface and a canonical API payload contract boundary. 20a. internal/api/cloud_agent_install_command.go shared with api-contracts, cloud-paid: hosted tenant agent install command generation is both an agent lifecycle enrollment surface and a provider-hosted tenant boundary. The hosted PVE/PBS install command path must stay on the same token-file command transport as the normal lifecycle install helpers, while failing closed unless hosted mode is active, the target org exists, and the minted agent:report token remains scoped to that tenant workspace. Provider-hosted MSP report branding must not alter agent enrollment or ingest authority. Agents continue to report into one tenant Pulse runtime with tenant-local tokens; branding is report rendering configuration inside that runtime, not a control-plane token, agent profile, or cross-client ingest path.
internal/api/config_setup_handlers.go shared with api-contracts: auto-register and setup handlers are both an agent lifecycle control surface and a canonical API payload contract boundary.
internal/api/setup_script_render.go shared with api-contracts, storage-recovery: the generated Proxmox setup-script is a shared boundary across agent lifecycle (forced-command keys, install/uninstall edits), API contracts (rendered token shape and encoded rerun URL), and storage/recovery (backup visibility grants, Pulse-managed temperature SSH keys, and SMART disk-temperature collection). PBS setup-script auto-registration remains lifecycle-owned bootstrap transport: rendered scripts must post registration payloads to the canonical Pulse base URL plus /api/auto-register, not to the script download artifact URL, so install-time registration keeps one API root regardless of whether the script came from /api/setup-script or /api/setup-script-url. Generated PVE setup scripts must prove a freshly created monitoring token after ACL application and before /api/auto-register by calling the local Proxmox /api2/json/nodes endpoint with the exact PVEAPIToken header that would be sent to Pulse. A failed smoke check may leave manual token details for the operator, but it must not POST an unproven token as a completed lifecycle registration.
internal/api/unified_agent.go shared with api-contracts: unified agent download and installer handlers are both an agent lifecycle control surface and a canonical API payload contract boundary.
internal/config/host_continuity.go shared with monitoring: the durable host identity, report-order watermark, and removal tombstone journal is jointly owned by agent lifecycle admission and monitoring report continuity.
internal/kubernetesagent/agent.go shared with monitoring: the Kubernetes native agent runtime is both a monitoring inventory source and an agent lifecycle Pulse control-plane transport client.
internal/models/models.go shared with monitoring: removed host-agent identity aliases and tombstone state are both agent lifecycle authority and monitoring runtime report state. The PVE-side PBS guest-backup confirmation evidence the same file carries is monitoring-owned attribution state for Proxmox backup freshness: it is internal-only, never serialized into state payloads or snapshots, and does not describe agent enrollment, report admission, tombstones, re-enrollment, or command authority. The evidence is keyed by the PVE storage it was listed from and is readable per connection so monitoring can carry it forward across a failed storage query; that accessor is likewise monitoring-internal and never becomes an agent- or API-facing surface.
internal/monitoring/monitor.go shared with monitoring: monitor construction owns both monitoring runtime initialization and fail-closed agent lifecycle journal hydration before report admission.
internal/monitoring/monitor_agents.go shared with monitoring: server-side Unified Agent report, removal, token binding, tombstone expiry, and re-enrollment semantics are jointly owned by agent lifecycle authority and monitoring ingest.
pkg/agents/host/report.go shared with monitoring: the Unified Agent host report is both an agent lifecycle authored-state contract and a monitoring ingest contract for host maintenance posture. Every current agent process authors a process-unique report stream and a monotonic sequence within that stream. Reconnect delivery must preserve collection order by draining each destination's persisted FIFO before sending a newly collected report, so buffered running-task snapshots cannot overwrite a later cancellation or completion. Authentication/scope rejection may discard an undeliverable FIFO; transient transport failures retain it. Unraid collection treats positive mdResyncPos / mdResync as authoritative active-operation evidence and emits zero progress whenever no active sync action exists, even if terminal percentage fields linger.
scripts/install.ps1 shared with deployment-installability: the Windows installer is both a deployment installability entry point and a canonical agent lifecycle runtime continuity boundary. The Windows installer must support a non-mutating download preflight that can run before Administrator-only install work, must accept token-file enrollment input, and must persist plain-HTTP/insecure runtime continuity consistently with the Unix installer. The installed Windows service must also expose the same local health/readiness server as foreground pulse-agent runs so installer "healthy" verification and post-install smoke checks prove a live agent runtime, not merely a running service wrapper. The service must pass the installer-owned ProgramData log path to the agent's canonical rotating file sink, and install success requires both /readyz and a non-empty log file. SCM recovery must be configured as a required lifecycle contract, including non-crash failures, rather than a best-effort warning. Native Windows proof must exercise preflight, install, version replacement, logged readiness, forced-process recovery, service restart or OS reboot persistence, and complete uninstall cleanup through the reusable lifecycle harness under scripts/installtests/.
scripts/install.sh shared with deployment-installability: the shell installer is both a deployment installability entry point and a canonical agent lifecycle runtime continuity boundary. --state-dir is a whole-lifecycle ownership boundary, not only a runtime flag. The resolved directory owns the protected bootstrap token, enrollment runtime token, server-acknowledged agent-id, buffered and command-receipt state, connection.env, and the saved offline installer. Generated service definitions must carry that same directory and its token file through install, process restart, server restart, update, re-enrollment, and uninstall. Explicit state wins over discovered service state, which wins over platform defaults; a custom instance must never borrow token or identity files from the default instance. A changed bootstrap token may clear the old enrollment runtime token to express re-enrollment, while an unchanged token and tokenless update must preserve it. Default platform paths remain valid migration inputs for installations created before this contract. Legacy update recovery is cross-platform lifecycle continuity. Linux may read procfs or a systemd unit, while FreeBSD and pfSense must recover the same URL, token, feature, identity, and trust arguments from the live process via ps/procstat or from the installed rc.d service script. Successful recovery always migrates the raw legacy token into the v6 installer-owned token file; absence of complete local URL and token state remains a fail-closed update, never a fresh enrollment. Disk exclusion is lifecycle state rather than an install-only hint. --disk-exclude accepts device names, device paths, and mount-point patterns; repeated values must retain their order across live-process, systemd, and rc.d recovery, service rendering, restart, and update. The recovered exclusions must apply before filesystem-usage, disk-I/O, and SMART collection and must also suppress linked Proxmox disk health and wear alerts for excluded devices. FreeBSD-family uninstall must stop the installer-owned rc.d supervisor before removing the agent binary so daemon(8) cannot restart a deleted child. It must also remove the rc.d script, pfSense boot wrapper, pulse_agent_enable rc.conf state, supervisor and child PID files, runtime token/state directory, and residual agent process before reporting success. scripts/installtests/install_sh_test.go owns the static teardown contract, and native FreeBSD rehearsal must prove clean install, update, reboot persistence, and complete uninstall.

Server update planning is part of the same lifecycle contract. The System Updates plan must surface a structured upgrade-readiness verdict before an operator installs a v6 update, and the backend apply route must enforce a blocked verdict before starting the updater: server update path, registered agent continuity, v5 agent migration transport security, and agent reporting token scope must be derived from the existing updater, connections ledger, and API token state rather than from docs-only guidance or a parallel migration registry. v5 or legacy agents that are still reporting must be treated as compatible with the v6 reporting boundary, while still surfacing that their first automatic hop uses the v5 updater before v6 signature and downloaded binary self-test protections apply. Stale agents, missing reported versions, missing agent reporting scope, or expired agent tokens must be called out before the update starts. Root install.sh v5-to-v6 upgrades must also inspect local token metadata before binary replacement and warn when the shell path cannot prove agent-token continuity.

Stale-agent platform notices and the Infrastructure agentUpdates workspace route are part of that same lifecycle contract. Platform pages may link to the central Infrastructure update dialog with a scoped list of affected agent connection IDs, but command rendering stays lifecycle-owned in Settings. currentAgentTargetVersion() is the canonical agent update target and must be projected to browser clients as /api/version.agentUpdateTargetVersion; platform pages and Settings must not compare agent binaries against the app build version when the server would tell agents dev. For Unix-like agents that Pulse already sees, the copied stale-agent update command must use scripts/install.sh --update and recover URL, token, identity, custom CA, and insecure transport from installer-owned saved state instead of asking the operator to mint a fresh install token or exposing agent IDs in the copied command. If saved state is missing and the Unix shell installer falls back to legacy running-process or service-unit recovery, recovered connection state is usable only when both the control-plane URL and token are present. A URL-only process or unit may seed later recovery attempts, but it must not be logged or treated as recovered update state. That fallback must still run when an operator supplies the update URL explicitly but token, identity, feature-flag, or trust continuity remains recoverable only from a legacy v5 process or service. Legacy v5.1.x Linux services that omitted --token and --token-file because the Go agent read /var/lib/pulse-agent/token implicitly may complete recovery from that installer state-dir/default token file only after a running process, service unit, or saved state supplies local agent connection context; the token file alone must not hide a missing control-plane URL. Because v5.1.x agents were launched by Go flag parsing, that legacy fallback must treat single-dash and double-dash agent flag spellings as the same recovered state while preserving the same fail-closed URL-plus-token threshold. Windows stale-agent update commands remain on the existing token-gated install transport until the Windows installer owns an equivalent saved-state update mode. The current Unified Agent updater is the sole automatic binary-update authority for Linux, Windows, and Docker-enabled pulse-agent installations. It checks once after the five-second startup delay and then hourly, compares normalized semantic versions across RC and stable boundaries, and refuses downgrades. Each version check carries the running agent version plus a request-unique non-secret cache key; each binary download carries the exact server target version. The server version response and binary response are non-cacheable, so a reverse proxy may not reconcile a fresh target with an older cached artifact. Offline, authentication, checksum, signature, self-test, or pre-replacement failures retain the running binary and retry on a later check. The legacy updater in internal/dockeragent/self_update.go is not a second v6 authority: Docker and Podman are modules inside the unified agent and set AgentType=unified, which bypasses that compatibility path. The report contract separates runtime family from OS identity. Newly built agents derive Host.Platform from their compiled GOOS and keep the distribution or appliance caption in Host.OSName; a Mageia agent therefore reports linux plus Mageia, not mageia as an unclassified runtime. Server ingest and connection-ledger projection must remain compatible with older agents whose gopsutil platform field contains a Linux distribution identifier. That compatibility is expressed once through platformsupport.ResolveAgentRuntimePlatform: Pulse's published Windows, macOS, and FreeBSD families resolve explicitly, known unsupported OS families fail closed, and the remaining non-empty legacy distribution identifiers resolve to Linux without a distro allowlist. Agent Doctor's browser fallback mirrors that bounded release-family rule so a stale server payload cannot regress long-tail Linux distributions back to an unavailable manual command. Agent Fleet Doctor diagnostics extend that same read-only lifecycle triage surface: GET /api/agents/diagnostics may explain stale versions, missing reports, profile deployment drift, expected Docker/Kubernetes telemetry gaps, identity splits, updater/module failures, and removed-agent blocks. The diagnostic target is the canonical agent-update target, not the Pulse server build string, so development builds and separately versioned agent artifacts do not create false drift. The Infrastructure workspace polls this read model only while Agent Doctor is open, enriches canonical connection-ledger rows by stable connectionId, and retains ledger-only fallback rows when structured evidence is absent.

Repair entries remain handoffs to existing lifecycle operations: copy_upgrade_command renders a local operator command and allow_reenroll invokes the existing removed-agent flow. They never enqueue a remote command or create an action plan. A stale agent with an unknown or explicitly unsupported runtime family, or with FreeBSD/pfSense installer state that the server cannot verify, must receive an unsupported handoff rather than a guessed command. A non-empty legacy Linux distribution identifier is not unknown: it resolves through the published agent runtime-family contract. When automatic update is enabled and checking or applying, Agent Doctor waits and reports that state instead of prematurely offering a manual installer path. The agentDoctor route key is canonical; the older agentUpdates deep link remains a read-side compatibility alias only. Agent Doctor must not replace the canonical /api/connections fleet projection used by Infrastructure.

Agent lifecycle and fleet-operation surfaces may consume POST /api/actions/plan for resource capability planning, but the action plan contract remains API-owned through internal/api/actions.go, internal/actionlifecycle/service.go, and internal/actionplanner/planner.go. Agent lifecycle work must not define a parallel approval policy, blast-radius model, stale-plan hash, or execution contract for those resource actions. Successful action plans also belong to the API-owned action-audit trail before any lifecycle surface consumes them: approval-required plans must be visible as pending_approval with initial lifecycle evidence, and retry/idempotency handling must not create duplicate lifecycle events. Approval or rejection decisions for those plans must flow through POST /api/actions/{id}/decision, which records API-owned audit and lifecycle evidence only; lifecycle surfaces must not treat approval as implicit command execution or define a parallel execution handoff. The Patrol proposal broker (internal/api/patrol_action_broker.go) rides that same API-owned lifecycle; agent lifecycle surfaces must not consume Patrol-origin action audits as an agent command grant or lifecycle execution shortcut, and must not subscribe lifecycle side effects to the API-owned org-scoped action-transition hook. The investigation broker may authorize eligible actions under core-owned tenant/resource policy, but that policy decision does not grant agent lifecycle code a parallel authorization primitive: all execution still enters through the shared action lifecycle and its agent executor. When runtime mock mode projects representative action audits through those same read routes, the response is explicitly readOnly and the rows remain inspection fixtures only. Agent lifecycle surfaces must remove decision and execution affordances, must not treat a mock approval as an agent command grant, and must not infer lifecycle reachability from fixture state. Those list/detail reads may also attach the canonical unified-resource name and contract type as a sibling resource presentation object. Agent lifecycle consumers must treat that object as display metadata only: the exact request.resourceId remains the command target, and resource display changes must not alter the action ID, plan hash, approval binding, dispatch identity, or durable receipt reconciliation. The investigation continuity reconciler in internal/api/patrol_action_reconciliation.go is also API-owned: callbacks only wake an authoritative action-audit re-read, and missed callbacks recover during investigation reads. Agent lifecycle surfaces may observe the resulting audit/lifecycle evidence but must not use callback payloads as command grants or maintain a parallel action state. The investigation orchestrator adapter wired here exposes only investigation-specific execution and listing with no autonomy or command-execution surface, so agent lifecycle surfaces gain no command-dispatch path through Patrol investigations. Assistant handoffs that recover a live Patrol approval by finding ID are still AI/runtime review context only; agent lifecycle surfaces must not treat that recovered approval reference as an agent command grant or host-execution shortcut. Assistant session-history reads from the shared AI endpoints are likewise API-owned browser-safe projections: lifecycle surfaces, MCP adapters, and agents must not depend on reasoning_content, raw pulse_* / patrol_* tool-call prose, token accounting text, or assistant transcript prose as an agent command grant, install-token disclosure, or host-execution shortcut. Searchable Assistant session-list queries on GET /api/ai/sessions are the same browser-safe history navigation projection; lifecycle surfaces may not reinterpret search matches, handoff summaries, or message counts as agent capability state, command authority, enrollment evidence, or install-token availability. When a planned resource capability is actually executed from an agent-lifecycle surface, that handoff must route through POST /api/actions/{id}/execute so the API-owned action audit records executing before dispatch and the terminal execution result afterward. Dry-run-only plans remain planning evidence only; lifecycle surfaces must not present them as executable, dispatch them through agent-local command paths, or bypass the API fail-closed execution gate. Docker / Podman container start, stop, restart, and image-update affordances follow that same boundary: lifecycle UI may consume unified-resource capabilities for enabled or disabled presentation, but execution must stay inside the API-owned action executor wired from internal/api/router.go and must not shell out, SSH, or call Docker / Podman from lifecycle-local code. That API-owned executor may resolve the command WebSocket by Docker source ID or canonical Docker host name and may mark its vetted container lifecycle dispatch as a trusted agent command after the API action has entered execution; lifecycle surfaces still consume only the resource payload, action readiness, and action-audit result rather than issuing or approving command-agent grants themselves. Because the agent and Pulse server have independent clocks, the API-owned Docker result projector validates raw lifecycle/update chronology within its bounded skew window and then binds a slightly future valid observation to the server receipt boundary for canonical evidence. Agent lifecycle consumers must not reject that bounded case, widen the skew window, or clamp stale/excessively future evidence into validity.

Docker / Podman container image updates are a fourth typed operation on that same closed channel, not an extension of the raw command path and not a revival of the retired queued update_container transport. docker_container_update has its own strict codec in internal/agentexec/docker_update_codec.go: the payload carries only the immutable container id, the runtime, and the exact image reference the plan was bound to (part of the request digest; no command text, flags, or user-controlled names), and the result reports phase, replacement-container identity, image digests, backup identity, and rollback attempt and outcome as facts, never canonical action truth. The unified agent admits the operation through the same durable operation-receipt store and bridges execution to the Docker module's own pull/backup/recreate/verify/rollback implementation via internal/hostagent/docker_update.go; a missing Docker module, a runtime mismatch, or image drift since planning refuses before any mutation. The module attests the first mutating step (the backup rename), so failures before it report an unmutated tree, and restore attempts with their outcome ride the result so the server-side executor reports declared compensation truth instead of guessing. Agent (re)registration on the internal/agentexec command server is also the durable-dispatch recovery trigger: after a successful registration the server fires a router-installed notifier that re-drives the API-owned executing-action recovery pass, because a receipt-pending dispatch attempt can only be reconciled against the agent's durable operation receipt while that agent is connected. The notifier is observation-only wiring; it grants no command authority, fires only after token validation admits the agent, and a rejected or replaced registration must not synthesize receipts or resend transport. Host OS package updates follow a stricter adjacent boundary. The Unified Agent may report a bounded, read-only APT upgrade simulation through pkg/agents/host/report.go, but installation authority is available only via the closed host_update WebSocket operation owned by internal/agentexec and internal/hostagent/package_updates.go. That envelope carries an action id and the exact install_os_updates operation only: it has no command, package-name, reboot, removal, or arbitrary-argument field. The agent owns metadata refresh, preflight simulation, noninteractive apt-get upgrade --no-remove execution, and the second simulation used as read-after-write evidence. The request carries the agent-authored expected inventory fingerprint; if metadata refresh changes that inventory, the agent updates its observed state and refuses installation so Pulse must re-plan against the widened or changed set. A reboot-required marker is reported as state, never acted upon by this capability. Generic agent command execution, Patrol prose, lifecycle UI, and external agents must not reconstruct or bypass this typed operation. Host storage-pressure cleanup is a second closed agent operation. The report may expose only the bounded apt-package-cache provider, its reclaimable byte count, freshness, and a SHA-256 fingerprint; cache entry names and paths remain agent-local. Execution crosses host_storage_cleanup with the exact clean_package_cache operation and expected fingerprint only. The agent owns the fixed /var/cache/apt/archives scan, bounded entry/byte limits, and sole apt-get clean command. Fingerprint drift, unsupported providers, empty cache, inspection failure, command failure, and unconfirmed reclaimed bytes all fail closed. The envelope has no command, path, package selector, arbitrary argument, installed-package removal, or reboot authority. Proxmox VM and LXC lifecycle affordances follow the same adjacent boundary: lifecycle and fleet surfaces may consume backend-advertised start, shutdown, reboot, and stop capabilities and typed actionReadiness, but the only execution path is the API-owned action executor that resolves a connected Proxmox node command agent and records action audit plus verification. Lifecycle surfaces must not run qm / pct, SSH to a node, call Proxmox mutation APIs, or substitute a guest-local agent to perform VM/LXC lifecycle control. The executing node agent's status read remains agent-attested. The closed postcondition registry in internal/agentexec/verifier_postconditions.go defines start, shutdown, stop, and reboot checks for both qm and pct, while the API-owned verifier supplies provider observations. Reboot is not confirmed from status alone: it requires a distinct Proxmox API observation whose uptime reset proves that the guest actually restarted. Disconnected command-agent state is also API-owned readiness: lifecycle surfaces may reflect missing backend-advertised capabilities, but must not reconnect, substitute, or directly address an agent to make a stale container action executable. Backend resource payloads and plan-action readiness are the only supported lifecycle signal for that state. When a resource payload carries typed actionReadiness, lifecycle surfaces may display the reason but must not treat it as reconnect authority or an alternate command grant. Assistant session rename through PATCH /api/ai/sessions/{id} follows that same browser-safe history boundary. Lifecycle surfaces, MCP adapters, and agents may display the updated title as human navigation metadata, but they must not treat a renamed title as command authorization, host identity, enrollment state, capability evidence, or install-token disclosure. Assistant turn undo through POST /api/ai/sessions/{id}/undo (including the optional expected-prompt guard body used by retry/regenerate) is the same kind of conversation-history mutation: it rewrites chat transcript state only. Lifecycle surfaces and agents must not interpret an undone or regenerated Assistant turn as reverting any lifecycle action, approval, or agent command the original turn produced; governed action history remains the only revert authority for infrastructure changes. Mid-turn steering through POST /api/ai/sessions/{id}/steer is likewise conversation input only: it adds a user message to a running Assistant loop at a turn boundary. A steering message grants no agent command authority, cannot approve, deny, or bypass a pending approval, cannot escalate the running turn's control level or autonomous mode, and must not be interpreted by lifecycle surfaces as operator authorization for any action the steered turn subsequently proposes; those proposals still route through the governed approval and action lifecycle unchanged. The native Assistant surface-tool inventory at GET /api/ai/assistant/surface-tools is also AI-runtime/API-contract metadata: lifecycle surfaces may display which Assistant tools are available, but must not reinterpret that list as agent enrollment state, command authority, install token scope, or proof that a host can execute lifecycle actions. Agent lifecycle consumers of /api/agent/events and /api/agent/resource-context/{id} must also honor the shared API command payload boundary: API tokens with monitoring/read scope receive commandRedacted:true instead of raw approval, action, or verification command text unless they also hold action execution scope. Lifecycle UI and agents may use those redacted events as doorbells or status summaries, but they must fetch governed detail through the approval/action surfaces and must not treat a monitoring-readable event stream as command disclosure or execution authority. Lifecycle surfaces that inspect agent event kinds must consume the shared internal/agentcapabilities event vocabulary. Local lifecycle, MCP, or probe copies of finding.created, approval.pending, action.completed, stream.connected, or heartbeat, or local SSE parser semantics for those events, are contract drift because event naming and stream framing are API/AI-owned, not lifecycle-owned. Lifecycle consumers of agent-surface failures must also consume the shared internal/agentcapabilities error envelope; lifecycle work may branch on the stable error code but must not define a local failure envelope or reinterpret agent errors as install, enrollment, command, or update authority. Branchable agent-surface codes exposed through shared internal/api/ routes must be referenced from agentcapabilities.AgentErrCode* constants so lifecycle UI, Assistant handoffs, MCP adapters, and manifest declarations do not drift into separate string vocabularies. The resource-context endpoint's additive context sections are the same read-only boundary: lifecycle consumers, MCP adapters, and external agents may use their bounded facts, provenance, freshness, and explicit redaction metadata to understand a resource, but those sections must not be expanded into provider-local config, raw discovery command output, environment values, secret-like metadata, install-token scope, or command authority. Discovery context exposed by /api/discovery is similarly API-owned observability context, not lifecycle command authority. Lifecycle and infrastructure setup surfaces may display service versions, config paths, ports, bind mounts, suggested URLs, and mock-mode examples from the Discovery API, but they must not widen install tokens, agent profiles, or command grants because a Discovery record exists. Mock-mode Discovery records are demo payloads for the same API contract and must not become a lifecycle-local fixture or an implicit permission to run commands. Agent-facing provisioning capabilities declared by /api/agent/capabilities are also API-owned projections over the canonical node lifecycle and discovery APIs. Lifecycle and infrastructure onboarding surfaces may use discover_lan, list_nodes, add_node, update_node, remove_node, test_node_credentials, test_node_connection, and refresh_node_cluster_membership to orchestrate source onboarding, but those tools must preserve settings-scope auth, typed manifest schemas, and redacted source reads. The manifest does not turn discovered hosts into command-agent authority, install-token scope, fleet-command grants, or permission to bypass human approval for multi-source imports. Native provider resource types exposed through shared internal/api/ resource handlers are the same kind of read-only context for lifecycle surfaces. A TrueNAS network-share resource may appear in resource pickers, connection impact previews, or cross-organization sharing only through the API and unified-resource contracts; lifecycle code must not treat that share as an agent install target, a command-agent authority, or a reason to widen setup tokens. Source-specific backup artifact routes under shared internal/api/, including /api/backups/pve and /api/backups/pbs, are also read-only monitoring and storage/recovery evidence for lifecycle-adjacent surfaces. Lifecycle code may display those backup facts as connection or workload context, but it must not treat a backup artifact, datastore, namespace, owner, or verification record as an agent enrollment candidate, install target, setup-token scope, credential grant, or fleet-command authority. Docker / Podman native inventory and Kubernetes native API inventory follow that same lifecycle boundary. Images, volumes, networks, Swarm tasks, Swarm nodes, Swarm secrets, Swarm configs, engine storage-usage buckets, Kubernetes Services, controllers, EndpointSlices, NetworkPolicies, PV/PVC records, StorageClasses, ConfigMaps, Secrets, ServiceAccounts, Roles, ClusterRoles, RoleBindings, ClusterRoleBindings, ResourceQuotas, LimitRanges, PodDisruptionBudgets, HorizontalPodAutoscalers, ingresses, namespaces, and events may appear as API/unified-resource evidence, but lifecycle surfaces must not treat those child inventory rows as agent enrollment candidates, install targets, fleet command authorities, setup-token scopes, credential grants, or command material. RBAC inventory in particular reports summary counts only and never carries credentials, individual subject identities, or full policy rules into the lifecycle surface. Podman libpod pod records are not part of that lifecycle-visible inventory until a libpod-native collector owns them explicitly; Docker-compatible Podman container labels remain runtime metadata only. VMware vSphere network resources follow that same lifecycle boundary. A vCenter connection may project networks into platform tables, resource pickers, Assistant context, or monitored-system previews through the shared resource contract, but those rows are provider inventory facts only. Lifecycle surfaces must not interpret a vSphere network as a host enrollment candidate, Pulse Agent install target, fleet command authority, or setup-token scope. When host-shaped records are coalesced for presentation, lifecycle consumers must use the API/unified-resource presentation result and must not create their own merge that bypasses registry-owned report exclusions.

The node setup modal boundary must keep guided setup and manual credential submission separate. For new PVE/PBS setup, API Inventory and Host Telemetry Agent setup modes are command-driven auto-registration paths; Token ID/Value fields, Test Connection, and Add Node submission belong only to Manual Token Setup or existing-node edit flows. The setup guide must also present the source strategy at action time: API Inventory is the recommended least-privilege API path, Host Telemetry Agent is the optional full-host-telemetry root-agent path, and Manual Token Setup is an advanced manual API-token escape hatch. For PVE, that same setup guide must keep Docker inside Proxmox LXCs attached to the Host Telemetry Agent path, not the default API Inventory path: API Inventory alone cannot run host-side guest Docker inventory, while the PVE Host Telemetry Agent command must explicitly request Pulse command execution and explain the separate server-side PULSE_ENABLE_PROXMOX_GUEST_DOCKER_INVENTORY opt-in. For existing Proxmox API sources, that same setup guide must expose the non-destructive Audit/Repair rerun path before asking operators to rotate credentials. Audit/Repair is the first lifecycle response to suspected setup drift: it checks the Pulse-managed user, current token presence/expiry, expected ACLs, and older Pulse-managed tokens without replacing the stored API secret. Full Install/Configure remains the explicit token-rotation path when the Proxmox-side token value is gone or no longer matches Pulse.

That shared monitored-system impact preview boundary also owns the disabled platform-connection lifecycle state. Once a TrueNAS or VMware setup form marks the connection disabled, lifecycle surfaces must treat a canonical zero-delta or removal-only preview as a valid save path instead of holding the dialog in an add-only posture. Agentless availability targets no longer belong to the infrastructure source-management surface. MQTT, HTTP/S, ping, and TCP checks are monitoring availability resources owned by the Settings Monitoring availability panel and its model, while infrastructure remains limited to platform API connections, agent-backed systems, discovery, and install lifecycle. Lifecycle UI may observe availability rows only through shared API/resource facts; it must not offer them from Add infrastructure, Manage, or the host connections ledger, and must not ask them for SSH, setup tokens, auto-registration, agent profiles, or install commands. Their managed actions remain availability-resource actions: pause, test, edit, and remove. An availability target classified as machine is still agentless unless a Pulse Agent actually registers for that host. That classification exists so servers, desktops, laptops, and comparable computers such as a Mac mini can use machine-specific reachability copy in Availability checks; it must not create Standalone Machines membership, lifecycle authority, install state, agent profile membership, or host-command capability. A targetKind=machine add-dialog handoff is only a preselected availability-resource creation path, not an agent install or lifecycle onboarding state. The lifecycle-owned onboarding presentation helper must consume the governed platform support manifest for readiness stage, primary mode, canonical projections, and support-floor posture. frontend-modern/src/utils/infrastructureOnboardingPresentation.ts may adapt those facts into source-strategy copy, but it must not turn an admitted first-lab-ready platform such as VMware into a product-level supported claim, invent platform-local projections, or classify assistant control beyond the manifest's support-floor row. Admitted API platforms may remain available inside the add-flow source picker and source-manager summaries, but their operator-facing badge must be preview/admission language and empty-state copy must keep them separate from the supported-source list until the governed live proof promotes the platform. That same lifecycle-owned helper must keep first-class platform APIs separate from governed Pulse Agent host profiles. Host/appliance compatibility such as Unraid is presented as an agent install/profile path sourced from the manifest agent_host_profiles section, not as PLATFORM_TYPE_KEYS membership or a peer API-backed platform. The add-infrastructure picker must preserve that boundary while presenting a plain operator-facing system finder: users choose recognizable infrastructure systems such as Unraid, TrueNAS, Proxmox, Docker, Kubernetes, or standalone hosts, and the helper maps those choices into API-backed or agent-backed routes only after selection. The first picker surface must support aliases for common operator terms and must not make API/agent taxonomy the primary choice model. Agentless MQTT, HTTP/S, ping, and TCP probes are not infrastructure choices; their add flow belongs to the Settings Monitoring availability owner. Agent-backed typed routes must keep that context in the installer: Unraid, Docker, Kubernetes, and generic host choices may share the same unified agent installer, but their visible title, recommendation copy, preferred install profile, and first command section must match the selected system instead of falling back to an all-platform generic agent screen. The generic host installer route is ?add=linux-host: setup completion, Proxmox "Install agent" shortcuts, detect-flow agent handoffs, and first-run test helpers must target that typed route so the operator sees the standalone Linux/macOS/Windows host context. The older ?add=agent value may remain a compatibility input, but it is not the canonical destination for new handoffs. Agent runtime normalization must use that same governed host-profile manifest: profile identity tokens and runtime platform fallback values such as unraid -> linux are generated into the runtime resolver instead of being redeclared in host-agent or settings-table branches. Host-profile detection is an identity fact and must not depend on optional storage probes succeeding; an Unraid host still reports the governed unraid profile and linux runtime platform when mdcmd or array-topology collection is unavailable. Unraid array collection belongs to that same runtime-normalized agent path: internal/hostagent/unraid.go must treat empty DISK_NP/DISK_NP_DSBL slots with no device, id, filesystem, or size as unassigned topology placeholders rather than failed disks. Assigned disks may use diskId/rdevId as the serial fallback when Unraid does not expose a separate serial field, so monitoring receives stable disk identity without inventing host-profile or platform state from optional storage probe success. That Unraid runtime path must also prefer native appliance topology over generic block-device inference. The Unified Agent should best-effort merge /var/local/emhttp/disks.ini into the mdcmd status view and carry disk device, model, transport, filesystem, size, used/free capacity, temperature, spin state, read/write counters, and error counters in the report contract. The runtime must read that native membership before optional SMART work and preserve it when mdcmd status times out or is unavailable. When structured native per-disk states exist, their disabled/invalid/missing counts override stale aggregate mdcmd counters while assigned DISK_NP evidence still remains a genuine missing disk. Failure to read the native file must degrade to the existing mdcmd view without blocking host reporting. SMART collection uses an independent deadline, receives native transport/spin hints, and is supplemental hardware telemetry rather than the owner of Unraid storage topology. First-class platform hosts that also run the Pulse Agent must keep the same operator-facing system identity split: a Proxmox VE node may report a Debian runtime platform underneath, but the host-agent OS identity and infrastructure System badge must resolve and present Proxmox VE / PVE from PVE runtime evidence instead of exposing the Debian base distro as the primary system label. The agent-side PVE version probe must prefer fast package metadata such as the installed pve-manager package before falling back to pveversion, and that fallback budget must tolerate slower ARM/Pi PVE installs so platform identity does not lose the runtime version on small lab nodes. The lifecycle-owned infrastructure source manager also owns platform/system grouping as source-management content, but not its table band presentation: frontend-modern/src/components/Settings/InfrastructureSourceManager.tsx must route table-level product/system group rows through the shared grouped table row helper instead of carrying lifecycle-local background or hover classes. Its desktop source-management table also inherits the surrounding settings panel frame and the shared Table shell from frontend-primitives; lifecycle work must not restore a local overflow-x-auto wrapper or a page-local table card around that table. The same source-manager landing surface must keep onboarding primary and compact: Add infrastructure stays in the Connected systems header, connection posture is one short actionable line, and detailed governance/fleet state stays in the systems table rows or deeper fleet surfaces instead of expanding into duplicate explanatory bands above the table. A coverage gap that has an immediate lifecycle action, such as missing Proxmox host telemetry, must name that gap and expose the install action rather than appearing only as a count. Manual discovery remains observable because scans are an operator command, but it is optional setup rather than the primary connected-systems job. InfrastructureSourceManager.tsx must keep one explicit Discover Proxmox systems band after the configured-systems ledger that shows the current enabled/scanning/error/result state, scan scope, last scan metadata, and review action for discovered candidates before anything is added. When discovery is off, the landing action must configure discovery instead of presenting a disabled Run command. Its copy must describe only the platform APIs represented by the LAN discovery candidate model, and it must not imply TrueNAS, VMware, Docker, Kubernetes, or agent command discovery when this source-manager path cannot surface those candidates. The DiscoverySettingsForm.tsx scan-scope selector must make automatic versus custom subnet selection a full-row operator control, not a narrow or hidden input target; common subnet chips and the custom subnet field must share the same environment-override and in-flight-save lock semantics as the scan-scope selector. The discovery settings safety notice may use the frontend-primitives-owned CalloutCard shell, but the lifecycle contract still owns the operator-facing scan-scope semantics: environment overrides, immediate persistence, automatic interface scan breadth, and custom-subnet guidance must remain visible before the selector rather than becoming feature-local styling copy. Adjacent Assistant resource-context handling in internal/api/ai_handler.go may reference agent-backed resources only as selected-resource, model-only context. It must not mutate agent lifecycle state, start agent discovery, or grant agent command authority unless the request flows through the governed agent/action execution contract. Reported agent-backed host profiles must be visible at the source-manager grouping level without changing the canonical connection type: an Unraid agent row stays agent internally, but the connected-systems table groups it under the governed Unraid host-profile family and routes that group's add action back to the typed Unraid onboarding flow. Discovered source candidates remain attached to the base source group until a configured agent reports a governed host profile; discovery must not be visually inherited by a profiled group. The source-management ledger must keep source-level health and per-member agent posture separate. Cluster parent rows may summarize the primary source and their rendered members, but attached-agent fleet warnings that are already represented by member rows must not be duplicated onto the cluster parent. Passive agent config or rollout handshakes whose only cause is a missing comparable applied agent configuration fingerprint are not operator-actionable setup attention and must not be counted as a visible infrastructure problem unless a row or member still renders them as an actionable highlight. The API-owned distinction is important: an unmanaged default agent config is not a rollout at all, while a managed desired config that lacks an applied fingerprint is rollout attention until the agent report proves convergence. Configured-node settings tables follow the same boundary: frontend-modern/src/components/Settings/ConfiguredNodeTables.tsx may own node, credential, capability, status, and action cells, but table scroll framing must stay on the shared Table primitive. If a configured-node table needs bounded vertical height, apply it through Table wrapperClass instead of an outer lifecycle-local scroll container. Agent profile management tables follow that same presentation boundary: frontend-modern/src/components/Settings/AgentProfilesPanel.tsx may own agent profile and assignment columns, but embedded table framing must route through PulseDataGrid's shared frame variants instead of lifecycle-local overflow-x-auto or side-border wrappers. Agent profile prompt and description textareas follow the same shared primitive boundary. AgentProfilesPanel.tsx and SuggestProfileModal.tsx may own agent profile lifecycle behavior and API mutations, but multi-line form controls in those surfaces must compose FormTextarea instead of local raw <textarea> wrappers. Agent profile read-only state indicators follow the same presentation split: AgentProfilesPanel.tsx may own lifecycle status labels and assignment state, but badge tone, optional dot wiring, sizing, and shell classes must compose the frontend-primitives-owned StatusIndicatorBadge instead of calling status tone helpers or recreating badge spans inline. Agent profile commercial gates follow the same primitive split: AgentProfilesPanel.tsx and useAgentProfilesPanelState.ts may own lifecycle entitlement checks, upgrade destinations, and label selection, but the button-styled upgrade action must compose frontend-primitives' UpgradeButtonLink instead of exporting or applying a lifecycle-local CTA class helper. Agent profile loading indicators follow that same split: AgentProfilesPanel.tsx may own license-checking, profile-loading, and empty profile semantics, but spinner shell, size, tone, and accessible status behavior must compose frontend-primitives' LoadingSpinner instead of lifecycle-local animate-spin border classes. Agent profile empty states follow that same split: AgentProfilesPanel.tsx may own profile and assignment empty-state copy and lifecycle conditions, but compact empty-state spacing, icon treatment, and text hierarchy must compose frontend-primitives' EmptyState variant="panel" instead of lifecycle-local centered icon/text shells.

Extension Points

Manual scoped Patrol work that reaches internal/api/ai_handlers.go (such as an alert-initiated targeted Patrol check via POST /api/ai/patrol/run) is investigation-only over agent-reporting resources: it must not alter agent lifecycle, registration, token binding, reporting contracts, or install-command identity. The scoped Patrol request carries resource identity only and reuses the existing Patrol scoped engine, so it adds no agent lifecycle control surface and no new internal/api/ lifecycle handler. AI settings projection changes in internal/api/ai_handlers.go, such as the registry's suggested Patrol quickstart model metadata on /api/settings/ai, are likewise ai-runtime configuration surface: they must not become an agent lifecycle install-guidance or discovery channel, and agent setup surfaces must not consume them as lifecycle state.

Local subscription-agent settings in internal/api/ai_handlers.go follow the same boundary. Opting into a locally authenticated Codex or Claude CLI selects an ai-runtime transport only: it does not install, register, update, authorize, or grant scopes to a Pulse agent. Pulse agent tokens and lifecycle credentials must not be projected into the provider child process. Any future design that distributes subscription CLI state or authentication through an agent requires a separate agent-lifecycle contract change and verification.

Patrol investigation evidence copied by internal/api/patrol_action_broker.go into an action's broker-owned origin is API/AI audit provenance only. Tool-use evidence IDs do not identify an agent, grant an agent scope, authorize a command channel, or replace live agent readiness and dispatch admission. Any agent-mediated action still crosses the existing lifecycle identity, authorization, and receipt boundaries.

First-run security discovery under shared internal/api/ is likewise an adjacent API/security boundary, not an agent-lifecycle discovery surface. Unauthenticated /api/security/status responses must stay on the public tier and must not disclose bootstrap-token paths, container/runtime identity, credential state, token diagnostics, or agent URL configuration. Agent setup may consume those details only after the caller reaches the authenticated or privileged security-status tier; it must not infer lifecycle readiness from the intentionally sparse public response.

Add or change install-command generation, canonical /api/auto-register behavior, or installer download behavior through the owned internal/api/ files above. Canonical /api/auto-register auth is split by intent: when the setup-token bootstrap path succeeds, lifecycle clients must complete registration with the one-time authToken only and must not also send the long-lived X-API-Token header. The header-backed agent:report fallback exists only for update-only re-registration when setup-token fetch is unavailable. Canonical auto-register WebSocket semantics must distinguish first-time node creation from idempotent existing-node refreshes: only newly created PVE/PBS nodes may emit node_auto_registered, while matched existing nodes that rotate or refresh credentials must emit a non-toast configuration refresh such as nodes_changed. Browser consumers must treat node_auto_registered as a real-time, timestamped lifecycle event rather than durable infrastructure state: fresh first-time events may show one success toast, but replayed, stale, or duplicate events must refresh configuration silently so an old registration cannot present as a newly connected node. The event payload must preserve the canonical registration source; script-initiated first-time registrations are the only source that may display the operator-facing success toast, while background agent registrations must update the ledger without claiming the operator just added that node. Lifecycle-adjacent handlers that refresh browser state after agent reports or registration changes may emit canonical lifecycle events when the event contract requires it, but routine state refresh is an API/monitoring-owned current-state invalidation signal. Those handlers must not build or retain full frontend state in the lifecycle boundary, and lifecycle consumers must not treat a coalesced websocket state refresh as install, registration, command, or update proof. Shared internal/api/ session and auth changes consumed by lifecycle routes must preserve durable principal IDs as the authorization key. Agent lifecycle surfaces may display contact email when supplied by the shared auth boundary, but they must not reinterpret SSO or Stripe email as the canonical user identifier for setup, install, or fleet-management actions. Mobile onboarding payload sanitization in internal/api/onboarding_handlers.go remains API/relay-mobile ownership: omitting a non-HTTPS instance_url from a QR/deep-link is a Pulse web handoff decision only and must not change install-command URLs, auto-register behavior, agent connection URLs, or lifecycle admission. Approved-action tool invocation parsing in internal/api/router_routes_ai_relay.go is not an agent-lifecycle route grammar: lifecycle-adjacent setup or repair flows that execute governed Pulse tools must inherit internal/agentcapabilities.ParseTextToolInvocation through the API relay instead of duplicating pulse_* command-string parsing in lifecycle helpers. Approved-action replay through that same relay must also use the shared internal/agentcapabilities approved-action argument helper, not lifecycle-local approval argument keys or pass-through maps. Native Assistant workflow-prompt rendering through POST /api/ai/workflow-prompts/render is likewise AI-runtime/API-contract ownership even though it is wired through shared internal/api/ files: lifecycle surfaces may benefit from the resulting Assistant prompt text, but they must not treat manifest workflowPrompts, rendered prompt bodies, or Assistant starter availability as install, enrollment, or fleet-control route grammar. AI provider registry and /api/settings/ai credential-shape changes in internal/api/ai_handlers.go are likewise adjacent AI-runtime/API-contract ownership. Agent lifecycle may depend on the shared authenticated API substrate staying intact, but provider ids, provider default endpoints, model routes, API-key fields, and provider configured state are not agent install, enrollment, reporting, or fleet-control lifecycle inputs. The adjacent workflow-starter activity markers on POST /api/ai/workflow-prompts/activity and POST /api/agent/workflow-prompt-activity follow that same split: lifecycle surfaces may use the aggregate activation reports, but the content-free prompt-name/surface/timestamp marker is not agent enrollment, install readiness, fleet-control liveness, command authority, or agent update state. The first-party pulse_patrol starter surface means a user entered the Pulse Intelligence operations-loop journey from app UX; it does not imply a host agent is installed, healthy, or authorized to run commands. The first-party patrol_control starter surface and legacy patrol_autonomy / pulse_pro_activation aliases are paid Patrol control journey markers only; lifecycle code must not treat any of them as setup, install, fleet-health, or command-agent state. The adjacent GET /api/agent/patrol-control/status projection in internal/api/agent_resource_context.go may expose operator-readable Patrol status copy for native and external-agent orchestration, but lifecycle surfaces must not reinterpret that copy, its next action, or its completed/resolved Patrol outcome counts as install readiness, enrollment health, command authorization, or agent update state. Hosted Pulse Account may deep-link an MSP operator into a tenant workspace's agent-install surface through a signed local handoff target such as /settings/infrastructure?add=linux-host, but install-token generation, installer command construction, and first-agent onboarding remain agent-lifecycle/API-owned inside the tenant runtime. Control-plane handoff code must not mint lifecycle tokens or synthesize install commands for the tenant; it may only establish the tenant session and local destination. Availability-target API changes are adjacent but not lifecycle-owned: agentless MQTT, HTTP/S, ping, and TCP targets may appear in shared internal/api/ handlers and resource projections, but their settings owner is frontend-modern/src/components/Settings/AvailabilitySettingsPanel.tsx with frontend-modern/src/components/Settings/availabilitySettingsModel.ts. They must remain settings/API availability resources and must not create install commands, agent tokens, host uninstall actions, stop-monitoring lifecycle actions, or infrastructure add-flow states. The machine target-kind label may make an agentless server, desktop, laptop, or Mac mini visible in Standalone Machines, but lifecycle code must still treat it as reachability evidence rather than an enrolled host. Global resource timeline API changes are likewise adjacent when they touch shared internal/api/ route wiring: /api/resources/timeline may expose monitoring-read provider activity for platform pages, but it must not create setup-token authority, install-command state, fleet command execution, or agent lifecycle enrollment semantics. Patrol autonomy API changes are likewise adjacent when they touch shared internal/api/ route wiring: monitor-mode configuration and remediation entitlement payloads remain AI runtime/API-contract owned and must not create agent lifecycle authority, install-token scope, or fleet command semantics. Clearing stale Patrol full-mode unlock state during monitor-only saves is also an AI runtime entitlement clamp, not a lifecycle enrollment or command authority signal. Patrol readiness and settings-save payload changes on those shared handlers are also adjacent only: structured provider/model/tool causes may be exposed to Patrol and Assistant, but they do not grant agent install, enrollment, or fleet command authority. Assistant runtime identity strings exposed by those handlers must name the first-party surface as Pulse Assistant rather than the legacy generic Pulse AI, and lifecycle consumers must not treat that label as agent registration, install progress, or command-agent readiness state. Diagnostics from internal/api/diagnostics.go follow the same adjacent boundary: lifecycle consumers may read assistantRuntimeConnected, but they must not reinterpret it as MCP transport state, agent registration, install progress, or command-agent readiness. Profile-suggestion availability errors consumed through frontend-modern/src/api/agentProfiles.ts are shared Pulse Intelligence availability guidance, not lifecycle registration state; the client must point operators at Assistant & Patrol settings instead of reviving Pulse Assistant settings copy. Hosted handoff subjects consumed through the shared API auth boundary must already be stable, non-email principals; lifecycle-adjacent routes must not recover authority from a blank handoff subject by falling back to contact email. The same rule applies to hosted public magic-link sessions consumed by lifecycle-adjacent routes: shared auth must mint a browser session only for a stored organization principal, not for a contact email on a blank owner/member row. Checkout webhook magic-link delivery follows that same shared-auth dependency: lifecycle-adjacent consumers may observe billing activation after server-owned org linkage, but they must not treat Stripe contact email as fleet authority unless the API-owned organization resolver maps it to a stored owner/member principal first. Runtime org authorization consumed by lifecycle-adjacent setup and fleet routes must use strict OwnerUserID/member UserID membership checks; the API-owned email-aware organization helpers are migration/delivery helpers only and must not let contact email become setup, install, or fleet authority after a stable principal exists. API-token owner metadata follows the same rule: lifecycle-adjacent setup or mobile-pairing token flows may consume the shared token helper, but they must not pass extension metadata that authors or overwrites owner_user_id. Agent install command and deploy bootstrap/enrollment tokens must derive owner identity from the API-authenticated caller through the shared server-side token owner helper; bootstrap deploy metadata may bind cluster, job, target, and expected node, but not the human owner. Command-agent WebSocket identity follows the same lifecycle/auth split: install-command tokens that enable command execution may be minted before the final agent ID is known, but only Pulse-minted PVE/PBS or host install-command tokens may bind on first /api/agent/ws registration. That first-use bind must persist the registering agent ID and hostname and become authoritative for later command registration attempts; generic unbound agent:exec tokens are not lifecycle credentials and must fail closed. A pre-v6.1.1 hostname-bound record carrying a server-synthesized ID may migrate to the registering runtime ID exactly once; the versioned result must then require both fields. The live registry keys the session by organization plus agent ID, retains only non-secret token identity, isolates equal IDs across organizations, rejects same-organization hostname collisions, and revalidates token existence, expiry, scope, organization, and binding before reporting connectivity or dispatching work. Reconnect replacement and stale socket cleanup must use pointer identity so an old reader cannot remove the newly admitted session. The canonical durable-principal vocabulary for those shared auth routes is recorded in docs/release-control/v6/internal/IDENTITY_INVARIANTS.md; agent lifecycle work may consume that identity but must not define a parallel email-keyed actor model for fleet operations. SSO-authenticated lifecycle callers must already arrive with the API-owned provider-scoped principal; lifecycle code must not recover authority from SSO email or display claims. That same lifecycle-owned setup path also owns script teardown behavior: rerunning the governed setup script in remove mode must call canonical /api/auto-unregister with source:"script" before local credentials are deleted, and the short recent-setup-token grace window must remain valid for that follow-up uninstall so operators can immediately back out a reviewed script-managed Proxmox setup without leaving a stale node record in Pulse. That same lifecycle-owned setup path also owns Proxmox authorized_keys symlink preservation for temperature-monitoring SSH keys: generated PVE setup scripts must resolve the real authorized-keys target before filtering Pulse-managed # pulse- lines during install or removal. That same shared internal/api/ adjacency does not transfer ownership of AI provider setup or mobile Patrol-provider bridging: internal/api/ai_handlers.go and internal/api/chat_service_adapter.go may be invoked by lifecycle-adjacent surfaces, but AI runtime auth and provider selection remain ai-runtime plus api-contracts concerns rather than install-token or lifecycle credential state. Legacy Anthropic OAuth fields exposed by AI settings are cleanup-only compatibility state: lifecycle-adjacent setup, install, profile, and relay flows must not treat stored OAuth tokens or auth_method=oauth as an agent enrollment, provider bootstrap, or AI provider-readiness signal. API-facing Assistant chat tool calls projected through internal/api/chat_service_adapter.go must stay on the shared agentcapabilities provider-call shape; lifecycle consumers must not treat Assistant transcript tool-call IDs, inputs, output, success flags, or provider continuation metadata as enrollment, assignment, installer, or fleet-command evidence. Lifecycle flows must not recreate the retired Patrol quickstart bootstrap path, mint server-issued hosted-model tokens, or derive AI provider state from installation identity. Per-request /api/ai/chat execution-mode overrides follow that same boundary: lifecycle-adjacent consumers may rely on Assistant approval semantics, but scoped autonomous_mode:false chat requests must not be reinterpreted as agent registration, assignment, installer, or connection lifecycle state. Patrol finding handoffs that force approval-required mode from a non-empty finding_id are likewise AI/runtime governance, not an agent command grant or lifecycle authorization primitive. Patrol queued-fix approvals may now seed the shared action-audit store with planned and pending lifecycle evidence, but lifecycle surfaces must treat those records and their persisted requester identity as action-governance context only. Backend-refreshed Assistant handoffs may also carry that requester identity as provenance, but it still does not create install, enrollment, assignment, or fleet-command authority. Lifecycle flows must not reintroduce anonymous bootstrap identity, tenant-local commercial-owner surrogates, or fake activation records when they traverse those shared handlers. They also must not infer tenant creation, email issuance, or public-route availability from /api/public/signup response codes or payload fields just because that commercial route lives under the shared internal/api/ tree. That same retired quickstart boundary is vendor-neutral at the lifecycle edge too: lifecycle-adjacent consumers may observe old quickstart:* values only as compatibility data being cleared by shared settings helpers. They must not bake vendor model IDs or provider-model fallback rules into install or activation flows just because those routes share the backend API tree. Lifecycle-adjacent resource reads that traverse internal/api/resources.go must also preserve the canonical unified-resource name -> type -> id order instead of inheriting map order or page-local re-sorts, so install and runtime hydration do not present one resource ordering at first load and a different ordering after the first live refresh. Those same resource-list reads must preserve browser-encoded comma-separated /api/resources type filters. Lifecycle-adjacent consumers that request agent or Docker host resource rows through standard query builders must receive the same canonical resource set as literal comma filters instead of treating %2C as part of a resource type token. Those lifecycle-adjacent reads may observe resource API policyPosture aggregation as read-only data-governance context, but they must not reinterpret sensitivity, routing, or redaction counts as install capacity, registration eligibility, or agent assignment state. Relay mobile credential issuance is not an agent bootstrap or lifecycle repair path just because it lives under shared internal/api/ routing. POST /api/security/tokens/relay-mobile must remain API/security owned, must require the paid relay entitlement before token minting, and must not be reused by installer, auto-registration, assignment, or repair flows as an alternate setup credential. When lifecycle surfaces also hydrate from /api/state, that first-session snapshot must carry the same canonical resource types and display names as /api/resources instead of briefly showing legacy host aliases before the first websocket-backed refresh lands. Chart-adjacent lifecycle reads in shared internal/api/router.go must obey that same mock-aware unified snapshot boundary: demo /api/charts and /api/charts/infrastructure payloads may not bypass GetUnifiedReadStateOrSnapshot() and silently drop VMware-backed host rows that the canonical mock estate already published through /api/state and /api/resources. Persisted legacy hosted quickstart model IDs are therefore not lifecycle truth either: when shared settings helpers load or save historical quickstart values, they must clear them before adjacent install or activation flows read the payload. Tenant-local lifecycle routes may reuse shared installation activation or effective entitlement billing state for their own governed purposes, but they must not fork per-org activation caches, alternate installation-token stores, synthetic entitlement mirrors, or competing AI-provider identity. That same shared AI/runtime boundary owns Patrol execution identity: lifecycle-adjacent flows may trigger or observe Patrol runs through internal/api/chat_service_adapter.go, but they must preserve the stable execution identifier that describes one higher-level Patrol run across agentic turns.
Add or change update continuity and persisted-version handoff through internal/agentupdate/.
Add or change runtime-side Unified Agent startup, first-report assembly, and enroll/runtime continuity through internal/hostagent/. Local real-lab journey harnesses under scripts/intelligence_lab/ belong to this lifecycle boundary. They must be explicitly authorized, use ignored artifacts, bind every mutation to an exact disposable run label, preserve pre-existing resources, redact bounded evidence, prove idempotent cleanup, and distinguish lab compensation from product rollback. The artifact-backed current-build browser contract for the Docker restart journey is tests/integration/tests/84-docker-restart-real-lab-artifact.spec.ts. It may render only the strict redacted projection produced by the matching managed-runtime run and must reject missing or mismatched proposal, action, attempt, receipt, finding, and evidence identities. RG-06 has a separate mutation harness at scripts/intelligence_lab/patrol_autonomy_colima.py and internal/api/patrol_autonomy_colima_real_lab_test.go. It must run from a clean archive of the audited SHA, build the pinned cmd/pulse-agent, and execute both the agent and certification test from that same extracted source directory with an artifact SHA binding. It must refuse to pull or mutate a non-disposable image. The disposable Debian agent creates bounded APT cache pressure, reports through the production WebSocket, and is converted with unifiedresources.HostIngestRecord; the production clean_package_cache capability and hostStorageCleanupActionExecutor therefore remain the sole eligibility and execution path. The proof binds every action to the persisted current-version human acknowledgement and activation, records server actor/org/resource/ capability and policy-plan bindings, proves one command, one transport attempt, one receipt, independent cache before/after readback, terminal ActionResultV2 truth, and finding reconciliation. Each revoked, downgraded, emergency-stop, stale-resource, and Never barrier first creates a valid finding/investigation and measures cache/daemon state, agent command count, transport attempt/receipt, audit/event state, authority/config digest, and finding resolution before and after, including cache bytes/fingerprints and container identity/running/start state. Every barrier must produce the expected canonical refusal reason and never reach completed state. Negative triple-zero means measured unauthorized mutation, transport dispatch, and authority writes are all zero; expected lifecycle refusal event deltas are recorded separately and do not get mislabelled as zero activity. The one authorized dispatch is recorded separately and never disguised as triple-zero evidence. Proxmox host-agent setup must treat local proxmox-registered markers as a cache, not authority: before skipping token setup or node repair, internal/hostagent/proxmox_setup.go must revalidate the current type and candidate hosts against Pulse through the canonical auto-register contract. Runtime-side PVE token setup must also keep the same permission shape as the generated setup script: Pulse-managed PVE monitor tokens are privilege-separated, and PVEAuditor, optional PulseMonitor, plus /storage PVEDatastoreAdmin grants must be mirrored to both pulse-monitor@pve and the concrete pulse-monitor@pve!pulse-* token id. Runtime startup must preserve the token-optional path for already-installed non-enrollment agents; only enrollment mode may fail CLI configuration loading solely because no API token was supplied. That runtime-side ownership includes local disk telemetry collection in internal/hostagent/smartctl.go. Linux SMART discovery must prefer non-opening smartctl --scan typed targets before generic block-device fallback so controller-backed disks keep their canonical SMART and wearout coverage without opening every enumerated disk during discovery. Direct Linux SATA/SAT-style block devices that return health but no temperature through smartctl auto-detection may retry explicit -d sat before settling on a no-temperature result. The runtime must not infer -d scsi from an sdX basename: direct ATA may use SAT, direct SAS may use SCSI only from native/sysfs/typed-scan evidence, USB bridges keep their explicit scan mode, and multiplexed HBA members keep their exact controller target without an untyped fallback. Those retries must accumulate model, serial, WWN, health, temperature, and SMART attributes across attempts. A later healthy result must not erase an earlier explicit failure, and an omitted NVMe counter must stay absent while a reported zero remains present through report serialization. Linux /dev and /sys/block identity parsing must use slash-based device semantics independent of the Go build host, so the Windows native CI lane proves the same SSD standby-guard decisions as Linux instead of interpreting Unix device paths with Windows path separators. FreeBSD SMART probing must retry through the canonical typed and untyped device modes and the SCT temperature status path before settling on standby or no-data results, and partial or plain-text smartctl output must still preserve model, serial, health, and temperature data through the same host-agent runtime boundary instead of leaving monitoring to guess. Vendor smartctl compatibility is proved in internal/hostagent/smartctl_standby_guard_test.go: a JSON-option rejection retries in text mode, DSM /dev/sataN gains a SAT attempt, an explicit binary path bypasses PATH lookup, STANDBY (OS) is recognized, and stderr survives command failure wrapping. macOS thermal telemetry belongs in the same host-agent sensor contract, but it must report Darwin pmset thermal and performance pressure as sensors.thermalState instead of inventing Celsius readings from unavailable Apple silicon sensor values. Linux and Windows NVIDIA GPU telemetry belongs in that same host-agent sensor contract: the runtime may use a bounded nvidia-smi query for direct GPU temperature, utilization, and VRAM readings. Linux may supplement lm-sensors with that query or use it as a best-effort fallback when lm-sensors is unavailable; Windows may use it as its supported direct-GPU provider without implying support for CPU, motherboard, or storage temperatures. The report must keep typed GPU readings in sensors.gpu while mapping only direct temperature.gpu readings into existing sensors.temperatureCelsius gpu_nvidia_<index> keys for compatibility. Authenticated server ingest may reduce those typed samples into bounded host-level GPU utilization, VRAM pressure, and GPU temperature history on the existing agent identity, but that monitoring projection does not change the report or command protocol. Neither side may infer lifecycle health, command authority, enrollment state, or GPU workload/process inventory from nvidia-smi output. Runtime RAID collection uses /proc/mdstat as the canonical discovery baseline for Linux md arrays. mdadm --detail may enrich level, state, member, UUID, and rebuild fields when available, but missing or failing mdadm detail probes must not hide a kernel-reported md array from the unified agent report. Server-side lifecycle admission must preserve that same continuity across Pulse restart and upgrade. When a standalone host comes back with the same durable machine/report identity and token continuity, the shared admission path must treat it as the existing system until live inventory rebuild catches up, rather than as a fresh enrolment competing for another monitored-system slot.
Keep shared agent-side TLS identity fail-closed across cmd/pulse-agent/main.go, internal/hostagent/, internal/agentupdate/, internal/remoteconfig/client.go, and internal/agenttls/config.go. Self-signed deployments may use a canonical pinned Pulse server certificate fingerprint, but lifecycle transport must route that pin through reporting, enrollment, command websocket, remote-config, and self-update clients instead of widening PULSE_INSECURE_SKIP_VERIFY into a blanket MITM carve-out. A configured custom CA bundle is part of that same trust boundary: if the bundle is unreadable or invalid, lifecycle transport must refuse the connection path rather than silently downgrading back to system roots.
Keep release-grade updater trust fail-closed across internal/agentupdate/, internal/dockeragent/, and the shared internal/api/unified_agent.go download helpers. When release builds embed trusted update signing keys, published agent binaries and installer assets must carry detached .sig plus .sshsig sidecars; updater/runtime paths must require X-Signature-Ed25519 in addition to X-Checksum-Sha256, and installer-owned download flows must require the matching base64-encoded X-Signature-SSHSIG, instead of silently downgrading to checksum-only trust.
Keep shared internal/api/ helper edits isolated from agent lifecycle semantics: Patrol-specific status transport or alert-trigger wiring changes in shared handlers must not bleed into auto-register, installer, or fleet-control behavior unless this contract moves in the same slice. Audit-log list, filter, pagination, and storage-error contract changes in internal/api/activity_audit_handlers.go remain security/API behavior. They must not change agent enrollment, reporting, command transport, lifecycle event creation, or fleet-control authority merely because the handler shares the internal/api/ package. SSO browser-session display labels in shared auth/session helpers are likewise API/security presentation state, not lifecycle identity. Agent enrollment, installer reruns, update recovery, token binding, and fleet control must continue to derive authority from agent tokens, setup tokens, machine/report identity, and configured lifecycle state rather than from ssoSessionDisplayName or other mutable SSO claim labels. The same isolation rule applies to AI settings payload work in internal/api/ai_handlers.go: provider auth fields, masked-secret echoes, provider-test model selection, and legacy Anthropic OAuth cleanup fields remain AI/runtime plus API-contract ownership and must not be reinterpreted as lifecycle setup, provider activation, or registration semantics just because they share backend helper layers. Patrol readiness labels on the same settings payload, including the user-facing Patrol control label for the stable configuration check ID, remain AI/runtime plus API-contract wording and must not be treated as agent lifecycle configuration, install readiness, registration state, or fleet control setup. Governed AI action-target normalization in internal/api/ai_handlers.go and internal/api/ai_resource_types.go follows that same split: Assistant approval routing may map resource types to action targets, but lifecycle setup, enrollment, installer, and command websocket target semantics remain owned by the lifecycle contracts above. The same isolation rule applies to Pulse Assistant chat SSE progress in internal/api/ai_handler.go: neutral workflow_state transport liveness such as stream_idle, provider startup, retry, fallback, and model-thinking status remains AI/runtime plus API-contract ownership and must not be reinterpreted as agent enrollment, install progress, command websocket liveness, or fleet-control freshness. Native Assistant workflow-prompt rendering through POST /api/ai/workflow-prompts/render follows the same split: manifest-owned prompt names, argument validation, and rendered starter text remain AI/runtime plus API-contract ownership and must not become lifecycle setup, enrollment, installer, or fleet-control state just because the route lives in internal/api/ai_handler.go. Workflow-starter activity telemetry recorded after successful Assistant prompt rendering, first-party Patrol activation handoff, Pro activation handoff, or Pulse MCP prompt rendering follows the same ownership split. The marker may contribute to Pulse Intelligence activation reporting, but lifecycle code must not treat it as proof of installed agents, reported hosts, command connectivity, stale-agent freshness, or fleet-operation capability. The same isolation rule applies to report branding validation and rendering request assembly in internal/api/system_settings.go and internal/api/metrics_reporting_handlers.go: lifecycle-owned install, enrollment, and reporting freshness flows may coexist with generated reports, but workspace logo material remains API/security/reporting ownership and must not become agent credential, install-token, or fleet lifecycle state. The same isolation rule applies to Patrol investigation-record propagation through shared AI intelligence handlers and internal/api/router.go: lifecycle surfaces may observe the resulting resource context, but they must not reinterpret investigation_record as agent enrollment, installer, command policy, or fleet-control authority. The same isolation rule applies to operator-facing finding fields like impact and recommendation propagated through that router conversion: lifecycle surfaces may render them in finding context but must not treat them as enrollment, installer, or fleet-control authority for the named resource. The same scope applies to the previous_resolved_fix_summary operational-memory field carried on findings across regressions: lifecycle surfaces may render it in finding context but must not replay the recorded fix description as an installer command, enrollment action, or fleet-control instruction. The same scope applies to the trust block on the patrol-status response (FindingsTrustSummary): lifecycle surfaces may read it as adjacent operator context but must not derive enrollment, installer, or fleet-control authority from any of its counters. Assistant chat enrichment from finding_id follows the same rule: lifecycle-owned command execution and agent auto-approval policy stay canonical in the agent/runtime owners, not in Patrol investigation-record prompt text. Model-only Assistant handoff context for a Patrol finding, including same-session metadata retained for follow-up turns and any resolved-resource scope hydrated from that finding, is also not agent lifecycle state and must not be used as enrollment evidence, command-websocket identity, or installer authority. If Assistant stores the originating finding ID to refresh the current unified finding and investigation record on follow-up turns, that stored reference remains an AI/runtime context selector and still cannot become agent enrollment, lifecycle, or command-websocket authority. Clearing that stored handoff when the finding no longer resolves is also AI/runtime invalidation, not an agent lifecycle transition. Unified finding lifecycle facts, latest lifecycle event briefing lines, and detailed lifecycle context included in Assistant handoff context remain Patrol/AI review metadata and must not become agent lifecycle state or fleet-control authority. Primary finding recency, evidence, verification, and governed action artifact facts in the finding briefing and related root-cause or correlated finding summaries resolved for the same Assistant handoff follow that same isolation rule, including any recency or latest lifecycle facts attached to those related summaries: they may explain Patrol context to the model and seed model-only handoff resources, but they are not enrollment evidence, command-websocket identity, agent command grants, or auto-approval policy. Structured Assistant handoff action references from the same Patrol finding remain AI/runtime review metadata only; lifecycle code must not treat approval IDs, action IDs, fix IDs, action lifecycle state, risk, or target-resource labels from that handoff as agent command grants, enrollment proof, or auto-approval policy. Any approval or action-audit status snapshot refreshed for Assistant review remains read-only AI/runtime context and must not become command-websocket authority or lifecycle execution state. Patrol run handoff_metadata retained for saved Assistant sessions follows the same isolation rule: a run ID, run type/status, runtime-failure flag, or scoped resource label may restore Assistant presentation, but it must not become agent enrollment evidence, installer state, command-websocket identity, or fleet-control authority. Assistant finding-briefing action metadata derived from those same recovered handoff action references stays under that review-only boundary; lifecycle surfaces must not reinterpret clearer approval metadata as install, enrollment, or command-execution authority. The same isolation rule applies to CSRF token-store behavior in internal/api/csrf_store.go: lifecycle-adjacent browser flows may rely on the shared API/security layer to keep parallel replacement-token retries valid for one authenticated session, but retained CSRF hashes are not install tokens, setup-token state, enrollment authority, or agent credential continuity. The same isolation rule applies to the Pulse Intelligence agent capability manifest in internal/agentcapabilities/manifest.go: lifecycle surfaces may consume infrastructure setup routes advertised there, but manifest governance fields, MCP tool projection, shared external-tool projection helpers, shared schema-envelope helpers, and external-agent typed argument schemas remain API/AI-owned contract state rather than agent enrollment or installer semantics. Native Pulse Assistant provider seams and native tool-adapter names in shared internal/api/ai_handler.go, internal/api/ai_handlers.go, internal/api/agent_profiles_tools.go, internal/api/router.go, and internal/api/router_routes_ai_relay.go follow that same isolation rule: MCP remains an external protocol, manifest, and wire-schema term, while the in-app Assistant tool family is AI/runtime plus API-contract state. Lifecycle consumers must not infer enrollment, installer, command-websocket, or fleet-control authority from those native Assistant tool names, and must not reintroduce MCP-named native adapters to express lifecycle ownership. Pulse Intelligence operations-loop external-agent readiness in internal/api/agent_resource_context.go follows that same shared-helper split: the Pulse MCP token/scope check is AI/runtime plus API-contract ownership and must not become agent enrollment, installer, fleet-control, or command-websocket readiness. Patrol control completed/resolved proof and patrolControlValueState follow the shared internal/telemetry count-only classifier even when they are surfaced by internal/api/agent_resource_context.go; legacy patrolAutonomy* fields mirror those values only for compatibility, and lifecycle surfaces may observe them as operations-orientation evidence only. proActivationOperationsLoopStarterCount is only legacy entry-point orientation, and the legacy completed/resolved/value proActivation* status fields mirror Patrol control values as compatibility aliases, not as a second lifecycle signal. MCP readiness remains a separate external-agent handoff signal and is not a Patrol control proof input, agent install, registration, update, profile, command, or fleet-control completion. Approved Assistant tool execution exposed through the same shared internal/api/router_routes_ai_relay.go extension point follows that native naming rule: AssistantToolExecutor / ApprovedAssistantToolExecutor is the only current cross-repo fix-execution dependency. MCP remains an external protocol adapter term and must not reappear as a lifecycle command ownership or approved-fix execution dependency. The same shared-helper rule now covers SSO outbound discovery and metadata fetches plus credential-file loads in internal/api/sso_outbound.go, internal/api/saml_service.go, and internal/api/oidc_service.go: lifecycle-adjacent setup or auth work may depend on that shared trust boundary, but it must not fork a second HTTP client, redirect policy, file-read rule, or SSO entitlement interpretation inside lifecycle-local flows. SAML and multi-provider SSO availability remains API/security-owned Community-tier behavior, not an agent lifecycle setup gate. The same shared-helper rule also covers organization membership and cross-organization sharing transport in internal/api/org_handlers.go plus adjacent route wiring. Lifecycle surfaces may coexist on the same settings shell, but they must not reinterpret pending-versus-accepted org-share state as install authority, monitored-system admission truth, or enroll-time access control; target-org approval remains organization-settings plus security/privacy ownership even when the implementation moves through the shared backend API tree.
Keep legacy Unified Agent compatibility names explicitly secondary when touching shared internal/api/ runtime helpers: the legacy host-route family and host-agent:* scope names may remain as ingress or migration aliases, but they must not retake primary ownership in router state, live runtime scope checks, handler commentary, or operator-facing guidance.
Add or change the unified agent CLI entrypoint, version/help exit semantics, or startup argument/error routing through cmd/pulse-agent/main.go. The CLI entrypoint owns propagation of persistence context into runtime-owned helpers. When installer-selected state roots differ from the default, cmd/pulse-agent/main.go must pass that exact StateDir through both the host-agent runtime and updater startup paths instead of letting one path silently fall back to /var/lib/pulse-agent. The same runtime-owned boundary also owns Pulse control-plane URL validation for agent startup, remote config, updater continuity, and command transport. Public control-plane hostnames remain HTTPS/WSS, but self-hosted local control planes may use plain HTTP/WS when the host is loopback, a private, link-local, or carrier-grade NAT IP, a single-label LAN name, or a local DNS suffix such as .local, .lan, .home, .home.arpa, or .internal; installer-persisted local HTTP URLs must not be accepted by one runtime path and rejected by another. Plaintext to a host that does not look local is available only as an explicit operator override: the --allow-plaintext-http flag (PULSE_AGENT_ALLOW_PLAINTEXT_HTTP) records process-wide consent through securityutil.SetOperatorPlaintextHTTPConsent before any module validates a URL, applies uniformly to every agent transport (HTTP and WS), warns at startup that the API token travels in cleartext, defaults closed, and is never emitted by generated install commands. It exists for self-hosted networks numbered from nominally public IP space; the Pulse server never sets it. The unified agent CLI copy follows the same command-execution vocabulary as the install surface. cmd/pulse-agent/main.go may keep the --enable-commands flag name for compatibility, but the help text and inline comments must describe command execution as Pulse command execution for Patrol actions and governed Proxmox LXC Docker inventory rather than reviving AI auto-fix language. The --disk-exclude help text must describe device names or paths and mount-point patterns, and the repeatable flag must append values rather than replacing exclusions already supplied by the environment. The unified agent CLI copy also owns operator-facing Docker / Podman runtime labels. cmd/pulse-agent/main.go may keep the historical --enable-docker and --docker-runtime flag names for compatibility, but help text and inline comments must describe the module and runtime as Docker / Podman rather than exposing the generic container-runtime family label. The --enable-docker help text must use the operator-facing "Enable Docker / Podman Agent module" wording instead of leaking the implementation-level collection-module name. The CLI entrypoint also owns the local Docker / Podman privacy opt-out: when --enable-docker=false or PULSE_ENABLE_DOCKER=false is set on the host, auto-detection and remote config must not start the Docker / Podman module.
Add or change installer flags, persisted service arguments, or upgrade-safe re-entry behavior through scripts/install.sh and scripts/install.ps1. On Unix systemd hosts, scripts/install.sh must keep the default agent unit hardened, but command-enabled Proxmox VE agents selected with --enable-commands --enable-proxmox and type pve or all must explicitly allow the minimum pct exec / lxc-attach service posture by setting NoNewPrivileges=false and RestrictSUIDSGID=false. That exception is limited to the PVE command-agent path; it must not become the default for Docker / Podman, host-only, PBS-only, or ordinary non-command agents. Persistence-sensitive NAS targets must keep one canonical continuity model here: installer-owned bootstraps may use flash-backed or immutable-root launch hooks only as thin trampolines, while the durable wrapper, state, and reboot-surviving binary copy stay in the governed persistent state directory that updater continuity also refreshes. Unix --update re-entry must also preserve lifecycle identity for legacy v5.1.x agents that do not yet have v6 connection.env state. When a running pulse-agent process, its systemd unit, or its FreeBSD rc.d service script already carries the Pulse URL, token, feature flags, agent id, hostname, or trust posture, the shell installer may recover those values for the update handoff, but the resulting v6 service must be rendered through the shared exec-argument builder and migrate the token into the installer-owned --token-file path. Approval-gated command execution must expose stable rejection reasons for invalid approval grants so fleet operators can distinguish missing, expired, mismatched, and signature-invalid grants through agent metrics. Interactive action clients may additionally present the reviewed planHash on decision and execution requests. The shared internal/api/actions.go boundary must reject a mismatch before it records approval state or dispatches to an agent; lifecycle consumers must never reinterpret a stale client plan as command authority merely because the action id is still valid. The server must not mint that grant from a nonempty approval id alone. internal/agentexec accepts approval-gated arbitrary commands only with a non-serializable server-owned authorization context and a verifier that consumes an org/action/command/target-bound approval before signing. A missing, wrong-org, wrong-action, expired, or already-consumed approval stops before grant minting and before any WebSocket command frame.
Preserve canonical token-lifecycle reads in shared internal/api/ auth/security helpers so lifecycle-adjacent setup and install flows do not revoke a displayed relay pairing token after lastUsedAt proves that an already paired device is actively depending on that credential.
Preserve backend-owned Pulse Mobile relay runtime credential minting in those same shared internal/api/ auth/security helpers so lifecycle-adjacent setup and install flows reuse the canonical mobile token route instead of reintroducing wildcard or browser-authored runtime token bundles.
Preserve the dedicated backend-owned relay:mobile:access capability and its governed backward-compatible route inventory plus the shared helper call sites around it, so lifecycle-adjacent setup and install flows do not widen the mobile device credential back into general AI chat/execute scope ownership. Shared proxy-auth admin evaluation in internal/api/auth.go remains an API/security trust boundary, not an agent lifecycle enrollment shortcut: lifecycle-adjacent setup and install surfaces may rely on the authenticated user identity passed through that helper, but they must not treat a missing configured role header as administrator proof.
Preserve shipped security-doc guidance in shared lifecycle setup helpers so internal/api/config_setup_handlers.go and adjacent install/setup runtime paths point operators at the running build's local security documentation route rather than GitHub main links.
Keep shared internal/api/router.go workload-chart downsampling presentation-only: when that router caps mixed-cadence workload history into equal-time buckets for operator-facing cards, lifecycle-adjacent setup and fleet surfaces must not reuse the shaped chart samples as heartbeat, enrollment, or last-seen authority. That same presentation-only boundary must preserve canonical millisecond timestamps when it serializes chart points, so lifecycle-adjacent first-host and fleet surfaces do not misread rounded chart samples as duplicate or restarted heartbeat evidence. The same rule now applies to storage summary interaction. Shared sticky-card or row-hover focus behavior on infrastructure, workloads, and storage may reuse the canonical chart transport, but lifecycle-adjacent install, enrollment, and fleet surfaces must not treat highlighted summary series or sticky-shell state as agent freshness or setup progress. The same rule now applies to infrastructure-summary metric filters. Shared infrastructure and other route-owned consumers may narrow the canonical /api/charts/infrastructure payload with a metrics query for presentation hot paths, but lifecycle surfaces must not reinterpret omitted disk or network series as missing lifecycle telemetry, missing agent capabilities, or reduced fleet freshness truth. The same rule now applies to retired compact dashboard summary payloads. Shared internal/api/resources.go routes must not restore /api/resources/dashboard-summary as a compatibility read; lifecycle surfaces must continue to use install inventory, enrollment proof, and fleet freshness truth from their owning contracts. Those routes may now seed the availability provider from canonical plural availabilityChecks facets so attached checks survive startup rehydration. Lifecycle surfaces must not reinterpret an attached check, its compatibility availability summary, or its evidence freshness as agent enrollment, heartbeat, command reachability, or fleet liveness. The same presentation-only boundary now covers compact storage summary chart reads as well. Shared /api/charts/storage-summary transport may request only the canonical used and avail storage series needed for the dashboard capacity sparkline, and lifecycle surfaces must not reinterpret the omitted usage or total series as missing lifecycle telemetry or enrollment-state evidence. Dashboard storage trend consumers on that shared router boundary must now reuse the single /api/storage-charts summary response instead of fanning out per-pool /api/metrics-store/history reads, and lifecycle surfaces still must treat that batched storage summary transport as presentation context only rather than install, enrollment, or freshness truth.
Keep install-script serving fallback-free, and keep the lifecycle agent-download fallback pinned to published release lineage. The served install-script endpoints (/install.sh, /install.ps1) have no GitHub fallback: internal/api/unified_agent.go serves the locally bundled AGENT installer (present in every release tarball and Docker image) or fails closed, so first-host install, repair, and fleet continuity never receive the top-level GitHub install.sh SERVER installer in place of the agent installer (issue #1470). The agent-BINARY download fallback that remains may only treat stable tags and explicit RC prerelease tags as release assets; working-line dev prereleases and build-metadata versions must fail closed so install/repair do not depend on unpublished or branch-local URLs.
Keep self-hosted purchase handoff state on the adjacent commercial/auth boundary. When shared internal/api/router.go, internal/api/router_routes_cloud.go, internal/api/licensing_handlers.go, or internal/api/demo_mode_commercial.go evolve public /auth/license-purchase-start or /auth/license-purchase-activate, lifecycle-adjacent setup and fleet surfaces may rely on that public-route wiring but must not reinterpret the commercial-owned portal_handoff_id, server-resolved checkout intent, purchase-return tokens, activation-bridge form state, owned billing purchase-arrival states, or demo-hidden commercial route policy as installer credentials, registration state, or fleet enrollment authority. The adjacent licensing boundary also owns public-vs-Pro runtime build attribution for activated installs; lifecycle and fleet surfaces may read the resulting entitlement/runtime-capability posture, but must not infer paid runtime status from agent install commands, public image tags, or local lifecycle inventory. The same adjacent commercial boundary also owns purchase-start unavailability recovery: lifecycle-adjacent surfaces may coexist with that shared browser route, but they must not strand install or fleet flows on a raw Pulse Account error tab, reinterpret purchase=unavailable as lifecycle repair state, or bypass the shared secure callback policy that limits self-hosted commercial return URLs to HTTPS instance origins or direct-loopback HTTP and keeps hosted commercial follow-up fetches on the restricted outbound client. bypass the owned billing retry/recovery path. That same adjacent commercial/auth boundary also owns the canonical self-hosted purchase intent label: lifecycle-adjacent setup and install flows may observe self_hosted_plan, but they must not keep emitting or inferring legacy max_monitored_systems intent/query values once the uncapped self-hosted model is canonical. The same adjacent commercial boundary treats migrated-v5 monitored-system grandfathering as retired compatibility metadata. Lifecycle surfaces may react to active license or entitlement payloads, but they must not cache their own pre-activation host counts, synthesize a grandfather floor, restart capacity reconciliation from billing reads, or reinterpret continuity payloads as install eligibility, fleet enrollment evidence, or 0 / limit monitored-system state. That same adjacent commercial boundary also owns authenticated install-version attribution for migrated installs: lifecycle surfaces may observe versioned commercial status, but they must not treat activation/exchange/refresh version fields as installer enrollment state, invent a second fleet-version cache, or backfill install lineage from local host inventory when the shared licensing runtime already sends the canonical process version. That same adjacent commercial boundary also owns internal demo-fixture grants: lifecycle surfaces may observe that a governed demo runtime is fixture-backed, but they must not mint, echo, or infer the internal demo_fixtures capability through install/setup payloads or installer heuristics. The same lifecycle-adjacent platform-connections boundary also assumes direct TrueNAS and VMware connection writes fail closed when canonical monitored-system grouping is unavailable. Shared internal/api/ preview helpers may return monitored_system_usage_unavailable before save, and VMware must not collect external vCenter inventory before that canonical grouping view is safe, so fleet/setup surfaces do not fork monitored-system identity through direct API writes. The same lifecycle-adjacent platform-connections boundary now also owns the unified connections ledger (GET /api/connections) and address probe (POST /api/connections/probe). Lifecycle surfaces may observe agent Host.LastSeen-backed rows on that ledger, but must not reinterpret derived state (active/paused/unauthorized/unreachable/ stale/pending) as install authority or treat the probe response as enrollment state. Metadata, link-local, multicast, and unspecified probe destinations must fail closed before any outbound dial, and lifecycle surfaces must surface that canonical rejection instead of retrying through lane-local probe helpers. Ledger writes still flow through the per-type config endpoints that own admission checks, and the Disabled flag on PVE/PBS/PMG surfaced by that ledger must remain a pause-only signal rather than an installer pre-flight gate. The unified add surface is the governed modal flow mounted by InfrastructureWorkspace.tsx: the landing page owns the persistent instance list, the picker dialog owns source-type selection, and frontend-modern/src/components/Settings/ConnectionEditor/ConnectionEditor.tsx owns detect-driven credential handoff plus type-specific form bodies. That same landing now owns explicit discovery review for API-backed Proxmox-family systems: InfrastructureSourceManager.tsx may surface discovered VE / PBS / PMG candidates under their matching platform groups, and InfrastructureWorkspace.tsx may route a candidate's Review action into the same typed add dialog with canonical prefills. Lifecycle flows must not fork a second discovery-specific credential wizard or treat discovery results as already-enrolled systems before the operator saves the governed add form. That same landing-owned shell now keeps discovery compact and secondary: the persistent page may expose only a concise discovery status line after the systems ledger plus Run discovery, Settings, or Configure discovery actions appropriate to the current state. New-source admission stays on the header and per-platform table actions instead of competing with discovery at the top of the page. Command-backed discovery sweeps and forced single-resource refreshes remain API/AI-owned admin operations: lifecycle surfaces may expose the controls, but route-level authority must require settings:write plus the Discovery enablement gate, not monitoring:write, enrollment state, or any fleet lifecycle shortcut. Forced workload discovery also remains API/service-owned for endpoint identity: lifecycle surfaces must not fill a Proxmox parent node or agent name into workload trigger hostnames when the operator did not provide one, because the discovery service resolves VM and system-container names from canonical state before suggesting URLs or classifying known services. The editor's probe step calls the aggregator probe endpoint and dispatches the detected or manually-selected type into a credential slot; it must not bypass the probe endpoint or fabricate probe candidates, and the agent credential slot must continue to reach InfrastructureInstallerSection.tsx so install handoffs remain on the canonical unified-agent install path. Those governed add/edit dialogs must also keep their form body scrollable inside the modal: InfrastructureWorkspace.tsx and ConnectionEditor.tsx keep the content shell on min-h-0 flex columns so long lifecycle forms do not clip lower fields behind the dialog boundary. For PVE, PBS, and PMG, the credential slot is frontend-modern/src/components/Settings/ConnectionEditor/CredentialSlots/NodeCredentialSlot.tsx, which reuses the existing NodeModalBasicInfoSection, NodeModalAuthenticationSection, NodeModalMonitoringSection, and NodeModalStatusFooter primitives inline under the editor — dropping the Dialog wrapper and the surrounding discovery/configured-nodes workspace. The inline credential slot must keep the visible setup sequence as Endpoint, Authentication, and Coverage before the PVE/PBS/PMG setup forms so lifecycle actions keep a stable operator model inside the unified editor. For TrueNAS and VMware, the credential slots are frontend-modern/src/components/Settings/ConnectionEditor/CredentialSlots/TrueNASCredentialSlot.tsx and frontend-modern/src/components/Settings/ConnectionEditor/CredentialSlots/VMwareCredentialSlot.tsx; they extract the inner form bodies from the per-type panels and render them inline under the editor while still driving the existing TrueNASSettingsPanelState and VMwareSettingsPanelState APIs for save, test, preview, and impact-preview behavior. Feature-disabled, delete-error, and probe guidance notices in the connection editor may compose frontend-primitives' CalloutCard; agent-lifecycle owns the selected-source lifecycle semantics and form handoff, not colored local notice shells. The add flow must not reintroduce the full per-type workspace (Proxmox discovery card, configured nodes table, node-modal stack; TrueNAS/VMware connection list with headers and row actions) into the credential slot, because that previously showed the ledger-of-other-systems in the middle of entering one system's credentials. The configured systems ledger reads exclusively from the unified aggregator: the InfrastructureSourceManager rows are produced by frontend-modern/src/components/Settings/useConnectionsLedger.ts, which polls GET /api/connections and maps the aggregator-derived state (active/paused/unauthorized/unreachable/stale/pending) and active scope keys into the source-manager display. InfrastructureWorkspace must not reconstruct per-type health, scope, or last-seen columns from any retired reporting-local state for configured connection rows; the aggregator is the only configured-connections source of truth. That same aggregator-authored connection/member payload also owns discovery reconciliation for already represented hosts: when a platform row, its attached agent augmentation, or one of its child members already carries canonical host aliases, the settings shell must suppress any duplicate discovery candidate for that same platform instead of asking the operator to review the same machine twice under a hostname row and an IP-only candidate row. Per-row Manage actions live directly on the InfrastructureSourceManager row and open the governed edit/detail flow; frontend-modern/src/components/Settings/useConnectionRowActions.ts owns the pause/remove API dispatch, two-click remove confirm, and per-id action error presentation inside that flow. Last-error detail is rendered inline on the row when connection.lastError is non-null, not hidden behind a click-through. Remove-confirm on an agent detail flow reveals the Linux + Windows uninstall commands so the operator can copy and run them before the final confirm; that expansion replaces the legacy InfrastructureActiveRowDetails surface-breakdown drawer. The ledger must never reintroduce a separate detail page or Dialog drawer for viewing a connection's aggregator fields — everything is on the row. The TrueNAS and VMware credential slots carry per-surface Monitor* scope the same way the PVE/PBS/PMG credential slot already does: TrueNASSettingsPanelState/VMwareSettingsPanelState read and write positive MonitorDatasets/MonitorPools/MonitorReplication (TrueNAS) and MonitorVMs/MonitorHosts/MonitorDatastores (VMware) booleans, and the credential slot renders a "Collection scope" checkbox cluster backed by those fields. The unified aggregator must project those flags into the connection row's scope map and keep capabilities.supportsScope: true for TrueNAS/VMware — reintroducing the per-type Stop-this-surface dialog or hard-coding scope to a fixed all-true map is forbidden.

Forbidden Paths

New install or update continuity behavior hidden only inside broad monitoring ownership.
Agent profile or fleet-control behavior implemented outside the canonical agent settings/profile surfaces.
Installer or update flows that depend on branch-tip, dev-only, or non-release asset behavior for supported RC/stable paths.
Lifecycle setup, install, or fleet surfaces that invoke retired self-hosted trial acquisition; POST /api/license/trial/start and the retired /auth/trial-activate callback must stay closed on the ordinary self-hosted router rather than reappearing as lifecycle-local CTAs or retry paths.

Completion Obligations

Command-capable agent completion must prove more than fresh telemetry. The dedicated agent listener must admit the full bootstrap/report/WebSocket lifecycle, command sessions must be keyed by organization plus canonical bound identity, and every dispatch must revalidate the non-secret token admission. Reconnect replacement may replace only that exact tenant identity; duplicate hostnames, stale sockets, revoked or rebound tokens, and ambiguous hostname or token resolution fail closed. Fleet/Doctor projections must keep adapter health separate from command-channel admission and report an enabled-but-disconnected command runtime as a blocking condition.

Any Docker / Podman report-size change must update the shared contract, agent diagnostic proof, API encoded/decoded boundary proof, and the API-contract dependency in one slice. A handler-local literal, agent-local threshold, or freehand limit string is incomplete even if one side's tests pass.

The shared router's canonical RBAC initialization is an adjacent security/API-contract boundary. It must remain a one-time startup and shutdown dependency and must not alter agent registration, install tokens, profiles, command transport, update policy, or fleet lifecycle authority.

Update this contract when agent lifecycle ownership changes. Routes added under the shared internal/api/ extension point that are clearly outside lifecycle ownership (for example POST /api/ai/patrol/preflight, the patrol_preflight snapshot field added to /api/settings/ai, the auto-trigger preflight dispatch on settings save, the startup-seed dispatch in NewAISettingsHandler, and the cached-preflight integration into the Patrol tools readiness check — all owned by ai-runtime) do not extend this subsystem's contract; they live in their owning subsystem. Canonical scoped Patrol resolution on POST /api/ai/patrol/run and structured patrol_assess_finding lifecycle outcomes are likewise adjacent AI/API contracts: they may consume agent-reported identities and evidence, but they do not change agent registration, install, token, profile, command transport, update, or fleet-lifecycle authority.
Keep shared API proof routing aligned whenever install, register, or profile payloads change.
Update runtime and settings tests in the same slice when lifecycle behavior changes. Shell installer lifecycle changes must keep scripts/installtests/install_sh_test.go covering explicit flags, persisted connection state, legacy running-process/service recovery, legacy single-dash v5 agent flag recovery, repeated disk-exclusion recovery, and secure token-file service argument rendering for update re-entry. Host metrics tests must prove excluded FreeBSD fdescfs mounts are filtered before filesystem usage is attempted.
Keep host-agent test hooks, command-client factories, and timing overrides instance-scoped under internal/hostagent/agent.go; lifecycle-owned registration and update paths must not depend on package-global mutable test seams that can leak between concurrent agent sessions or tests.
Preserve canonical /api/auto-register node identity continuity when canonical hosts shift between hostname and IP forms for the same node, and keep runtime-side Proxmox setup host ordering aligned with the contract: explicit report-IP override, route-aware local IP, resolvable hostname fallback, then heuristic local IP fallback. That same lifecycle-adjacent shared-API boundary now covers relay and command-target hostname resolution too. When lifecycle flows reuse internal/api/router_routes_ai_relay.go, internal/agentexec/server.go, or other shared agent-target helpers, they may treat a short hostname as equivalent to the same agent's FQDN, but they must not widen that fallback into a short-name collapse that would make two different FQDNs appear to be the same lifecycle target.
Keep Proxmox registration continuity self-healing: stale local registration markers must be verified against Pulse before the host agent skips setup, and a missing matching node on the Pulse side must drive canonical re-registration instead of asking operators to delete marker files manually. Runtime-side Proxmox setup must keep Pulse-managed Proxmox API tokens scoped to the concrete node before falling back to the Pulse URL. PVE API tokens are cluster-wide, so two cluster members that report to the same Pulse server must not share one token name or let a later node install rotate the token stored by an earlier node. Reusable Infrastructure install tokens minted by the browser setup handoff are reporting and config-read credentials, with Docker and Kubernetes reporting scope when needed. They must not include agent:exec; command execution is granted only by backend-issued host-bound runtime tokens or by first-use Proxmox install-command tokens carrying the governed install metadata that the command websocket can bind to one agent identity.
Keep first-session lifecycle handoff explicit: the live setup completion surface in frontend-modern/src/components/SetupWizard/SetupCompletionPanel.tsx must route the primary CTA into /settings/infrastructure?add=pick, frame that route as source strategy selection, and present platform API inventory plus Pulse Agent telemetry as peer choices for Proxmox, TrueNAS, VMware, standalone hosts, and future provider integrations rather than leaving post-setup next actions implicit. A direct Pulse Agent handoff may remain as a secondary control for operators who already know the first source is agent-managed, but the primary first-run path is the unified source picker. Once the completion surface observes connected systems, that same handoff model must derive its follow-up actions from the canonical connected-system path classification rather than a raw connected-agent count. API-backed first-session states must keep Add infrastructure visible for both API-backed and agent-managed next systems instead of reviving separate Platform connections and Infrastructure Install branches. The completion panel, infrastructure installer, install state, and agent-profile settings surfaces must also stay free of local browser commercial or onboarding metrics wrappers. Lifecycle surfaces may navigate to canonical destinations, but Pulse Account and server-owned reporting routes own commercial event capture. API-backed versus agent-managed classification must come from the governed onboarding paths in docs/release-control/v6/internal/PLATFORM_SUPPORT_MANIFEST.json through the shared frontend manifest helper, not from a Setup Wizard-local platform allowlist. When preview-only browser proof needs a deterministic connected snapshot, frontend-modern/src/components/SetupWizard/SetupCompletionPanel.tsx may accept a preview-provided connected-resource override, but the live first-session runtime path must keep /api/state polling as the sole source of connected-system truth when no override is supplied. Localized setup-completion copy may route through frontend-modern/src/i18n/messages.ts, but the lifecycle contract remains unchanged: add-infrastructure and agent-install destinations, API token meaning, generated credential values, install/source product identifiers, and reported resource names must stay stable while only surrounding operator-facing guidance translates. 7a. Keep lifecycle-neutral shared internal/api/ changes from altering agent setup, registration, install, or profile payloads by accident. AI runtime or entitlement work that touches shared router or handler wiring must keep lifecycle public routes, setup-token validation, and agent profile payloads unchanged unless the lifecycle contract and its proofs are updated in the same slice.
Keep frontend-modern/src/components/Settings/InfrastructureInstallerSection.tsx oriented around the first monitored host. Install-token generation, governed command copy, and install instructions belong to the canonical lifecycle path; transport details, trust overrides, profile tuning, and adjacent alternatives must remain secondary to that first-host onboarding narrative, including an explicit advanced-options disclosure so first-time operators see token generation, command copy, and status confirmation before non-default connection controls. Setup handoff and connected-system completion actions in that installer surface must keep their lifecycle meaning, destination, and token/download behavior here, while composing the frontend-primitives Button variants for success, outlined success, and ghost success chrome instead of carrying lifecycle-local emerald button shells.
Keep frontend-modern/src/components/Settings/InfrastructureWorkspace.tsx and frontend-modern/src/components/Settings/infrastructureWorkspaceModel.ts aligned with that same lifecycle path. The bare /settings/infrastructure route must render one Connections and inventory ledger that lists top-level infrastructure only — active or ignored infrastructure roots plus saved Proxmox VE, PBS, PMG, TrueNAS, VMware, and agent-managed entries — as sibling rows sharing one system/coverage/collection/status/last-activity workspace model, so operators can read infrastructure state in one scan instead of hopping between install, reporting, and provider shells. Guest-linked agent rows still belong to the reporting inventory and inline lifecycle detail, but they must not appear as peer connection rows on that top ledger. Adding a new system must stay a single entry point on that ledger: one Add infrastructure entry point that opens the source picker, keeps Install on a host explicit only after the operator chooses Pulse Agent, and opens the saved-connection create flow for API-backed platforms on the same page. /settings/infrastructure/install, /settings/infrastructure/platforms, and /settings/infrastructure/operations are retired settings aliases and must fail route eligibility instead of resolving to section focus or rendering separate page shells. The canonical add flow is /settings/infrastructure?add=<step>. Read-only sessions must redirect the canonical Infrastructure workspace back to /settings/infrastructure, suppress the add-system entry point, and hide configuration-only sections so presentation-policy restrictions still hold. That top ledger must also stay readable inside the governed settings shell at ordinary desktop widths: InfrastructureSourceManager.tsx must keep the compact row/card presentation readable without forcing horizontal scrolling just to reach primary controls. Dedicated collection and last-activity columns may return only once the workspace has enough width to show the full ledger without clipping headers or row actions.
Keep post-install lifecycle completion explicit inside frontend-modern/src/components/Settings/InfrastructureInstallerSection.tsx and frontend-modern/src/components/Settings/useInfrastructureInstallState.tsx.
Keep the dev first-session proof deterministic on the real wizard path: tests/integration/tests/helpers.ts and tests/integration/tests/11-first-session.spec.ts must refresh first-run state through /api/security/dev/reset-first-run, then prove the canonical Add infrastructure handoff and the explicit Install Pulse Agent secondary handoff against the live setup wizard instead of relying on stale bootstrap tokens, dashboard fallbacks, or preview-only coverage. The primary handoff must land on the shared infrastructure onboarding contract at /settings/infrastructure?add=pick and normalize back to /settings/infrastructure instead of reviving a separate platform-management shell. The secondary agent handoff must land on /settings/infrastructure?add=agent. When the first host reports successfully, the install workflow must treat that as a completion handoff with direct navigation into /settings/infrastructure and the first visible platform/runtime page instead of leaving operators on a generic lookup result or reviving the removed /infrastructure route. When the workspace starts from zero active connected infrastructure and install commands are available, the same lifecycle path must auto-watch the canonical /api/state projection for the first reporting host rather than requiring a brand-new operator to know and type a hostname or agent ID just to see the first success handoff. When that workspace is entered through first-run setup handoff, the same lifecycle path must also auto-create the scoped first-host install token so the operator lands on ready-to-copy commands instead of being asked to perform a second manual token-generation step immediately after securing the server. The install-state hook may skip UI state updates after the component is disposed, but cleanup must not return from finally or mask lifecycle token creation failures. Any first-run credentials download generated from that same handoff must describe the prepared first-host token path consistently instead of telling the operator to generate another install token manually.
Keep frontend-modern/src/components/SetupWizard/SetupCompletionPanel.tsx ordered around the actual first-run operator sequence: credentials that must be saved now should be visible before the operator leaves the screen, and the completion surface should present one canonical primary next-step path into Add infrastructure instead of repeating competing install or dashboard CTAs across multiple sections. Once the first monitored system is already connected, that same surface must pivot its primary CTA and headline to /settings/infrastructure so the operator returns to the shared infrastructure workspace rather than being told to connect the first source again or being sent through a generic home/dashboard completion. While the first source is still pending, that same completion narrative must describe Add infrastructure as the place where the operator chooses platform API inventory, Pulse Agent telemetry, or both. If the operator selects the direct agent path from that completion surface, the agent install body may prepare the first-host scoped install token from setup handoff, and when it names the shared settings workspace for follow-up lifecycle control it must use the canonical Infrastructure label instead of reviving the retired Infrastructure Operations wording. not as a second manual token-generation task the operator still needs to figure out.
Keep API-backed platform onboarding explicit across frontend-modern/src/components/Settings/infrastructureOperationsModel.tsx, frontend-modern/src/components/Settings/InfrastructureInstallerSection.tsx, frontend-modern/src/utils/agentInstallCommand.ts, frontend-modern/src/components/Settings/useInfrastructureInstallState.tsx, frontend-modern/src/components/Settings/InfrastructureWorkspace.tsx, and frontend-modern/src/components/SetupWizard/SetupCompletionPanel.tsx. Machines/host onboarding means a Pulse Agent install with full host telemetry, while agentless machine reachability remains Availability-owned. Unix-family copied installer commands must run the shared installer preflight before privilege escalation, verify the exact agent binary artifact, and pass token-bearing installs through ephemeral --token-file transport instead of raw service arguments. TrueNAS must be presented as an API-backed source flow through Add infrastructure first, not as a dedicated Unified Agent install profile. The agent install path may remain available for optional later agent augmentation on TrueNAS, but first-run copy, alternative CTAs, and install-profile lists must not imply that an agent install is the required bootstrap for TrueNAS support in Pulse.
Keep first-session and lifecycle-adjacent frontend resource handling on the canonical unified-resource boundary. Top-level TrueNAS appliances may reach setup-completion or infrastructure lifecycle surfaces only as canonical agent resources with platformType: 'truenas'; any legacy raw resource.type === 'truenas' compatibility collapse belongs in the shared frontend resource adapters, not in setup or lifecycle-local UI branching.
Keep lifecycle-adjacent AI transport compatibility on the shared internal/api/ boundary. If chat mention parsing, alert investigation targets, or adjacent Assistant resource transport still accept a legacy top-level truenas type, that value must collapse immediately to the canonical agent host type before lifecycle surfaces, setup handoffs, or operator-visible route state consume it.
Keep onboarding ownership aligned with docs/release-control/v6/internal/PLATFORM_SUPPORT_MODEL.md: agent-backed first-class platforms belong to the install/reporting lifecycle path, API-backed first-class platforms belong to the Add infrastructure API source flow, and any later unified-agent augmentation on an API-backed platform must remain an optional secondary path instead of silently becoming the required bootstrap.
Preserve the on-agent command-policy approval gate in internal/hostagent/commands.go and internal/agentexec/server.go. Both ends may honor a Trusted flag on ExecuteCommandPayload to bypass the PolicyRequireApproval branch, but only when the payload is constructed by a vetted Pulse-internal call site that ships its own hardcoded command catalog (today only the servicediscovery deep scanner via internal/ai/discovery_adapter.go). PolicyBlock must still apply to trusted payloads, and Trusted must never be set from a deserialised HTTP body, a user-supplied command string, an AI tool call, or a governed approval consumer — those callers must continue to carry an ApprovalID and approval grant.
Keep plaintext agent transport validation resolver-aware but fail-closed. When agent reporting, remote config, update, Docker, Kubernetes, or command-channel clients allow self-hosted http:// or ws://, dotted local DNS names must resolve only to loopback, private/link-local, or carrier-grade NAT addresses. Any unresolved, public, or mixed public/local answer must keep requiring HTTPS/WSS.
Keep the Patrol model-readiness advisor outside the agent command lifecycle. POST /api/ai/patrol/readiness may exercise only synthetic provider tools and in-memory tool results under settings-write authority; it must not request agent:exec, dispatch an agent command, inspect agent inventory, or turn a successful model probe into command authority. The advisor's keepalive-streaming response transport changes request pacing only: keepalive bytes, the up-front status commit, interrupted-run classification, panic recovery on the evaluation goroutine, and preserved partial probe evidence grant no agent capability and must not be read as agent lifecycle signals. A readiness result carrying the interrupted or internal_error cause is an absence of evidence, so it must never be treated as an agent-readiness verdict in either direction. The readiness checks derived from that snapshot follow the same rule: a passing tool-protocol dimension on an evaluation that never completed is not a readiness verdict, and no readiness check may promote a synthetic probe dimension into agent command authority.
Keep Docker container-update proof on the production recreate path. Unit coverage must include standalone and Compose-shaped host, shared-service, shared-container, bridge, and custom-network plans, generated and explicit hostnames, labels, dependencies, mounts, volumes, secondary-network rollback, progress errors, and durable reconnect replay. The opt-in live Docker Compose proof must exercise those network modes against a real daemon; a fake-only sanitizer test is not sufficient lifecycle evidence.
Keep Proxmox runtime health and bootstrap authority separate. Agent-token startup and periodic registration checks must call /api/auto-register directly; /api/setup-script-url remains settings:write. Ordinary agent tokens stay update-only, while a server-minted install token may consume one initial registration per canonical Proxmox type after durable first-host binding and serialized completion: a PVE/PBS-typed token for its declared type, and a generic host install token for each detected canonical type (#1644). A host running both PVE and PBS is an officially supported deployment, so one install token bootstraps one PVE source and one PBS source; a second create of a type already consumed still fails closed. A denied registration grant must fail loudly on the agent side through an error-level log, a returned setup error, and an installer-readable proxmox-<type>-registration-blocked state marker. One product's refusal must not erase another's success: RunAll still attempts and returns the remaining products, publishes the detected products in a proxmox-detected-types state marker, and errors only when every detected product failed, so the installer reports an outcome per product instead of one verdict for the whole host.
A rejected legacy RBAC import must not destroy the store. The import is transactional and leaves the legacy files in place, so a failure leaves the database un-migrated rather than half-migrated, which denies access rather than granting it. Failing manager construction instead takes the whole org's RBAC surface offline including ResetAdminRole, the operator's only way back, on a conflict an ordinary v5 upgrade can produce. The store therefore stays live and records the failure on SQLiteManager.MigrationError. Management routes still fail closed with rbac_store_unavailable through the handler manager accessors; recovery reaches the provider directly and is deliberately exempt. Regression coverage: TestAdminRecoverySurvivesFailedLegacyRBACMigration in internal/api/contract_test.go, TestRBACHandlersReportLegacyMigrationFailure in internal/api/rbac_handlers_test.go, and the rejection cases in pkg/auth/sqlite_manager_test.go.
Linux SMART transport classification tests vendor before bus address. Vendor ATA is the SCSI layer's marker for a device reached through a SAT translation layer, so it is the more specific signal; a genuine SAS disk reports its own vendor and never ATA. SATA disks behind an LSI/mpt3sas HBA (the common Unraid and TrueNAS layout) expose sas_address on their scsi_device while reporting vendor ATA, so testing sas_address first classified them as SAS, which drops the -d sat probe hint and steers them back to the -d scsi probe the discovery work exists to avoid. Regression coverage: TestSATABehindSASControllerClassifiesAsSATA in internal/hostagent/issue1595_sas_collection_test.go.
smartctl --scan device types are hints, not ground truth, and discovery fixtures must come from the command actually being run. The non-opening scan cannot interrogate a device, so on a real host every libata disk is reported as -d scsi (captured from Unraid, smartctl 7.5, 2026-07-24), never -d sat. Probe selection therefore has to reject a scan type that contradicts the sysfs transport evidence and still reach -d sat, or every SATA array member is probed as SCSI. Fixtures relabelled from --scan-open to --scan describe a scan shape that never occurs and cannot prove this. Regression coverage: TestScanReportedSCSITypeStillProbesSATADisksAsSAT in internal/hostagent/issue1595_sas_collection_test.go and TestParseSmartctlScanTargetsRealScanOutput in internal/hostagent/smartctl_discovery_test.go.

Current State

Rootful Docker outranks rootless socket discovery and runtime labels are truthful

Installer container-runtime discovery (discover_rootless_container_runtime in scripts/install.sh) consults a working system Docker first: when system_docker_runtime_is_active confirms a rootful daemon (a docker info success with DOCKER_HOST/CONTAINER_HOST stripped, or a live /var/run/docker.sock probe), rootless socket discovery returns nothing and no PULSE_DOCKER_RUNTIME=podman / CONTAINER_HOST/PODMAN_HOST/XDG_RUNTIME_DIR pin is written into the agent service environment. This holds for auto-detection and for explicit --enable-docker alike (#1647) — previously a transient rootless Podman API socket (socket-activated for root's login session on Debian/OMV) outranked a healthy rootful Docker and pinned the agent to a socket that vanished with the session.

On the agent side (internal/dockeragent/agent.go), the podman runtime preference is an ordering hint, not an identity override: detectRuntime no longer short-circuits to podman on preference alone, so a podman-preferred connection that falls through to a docker-named endpoint reports docker and keeps Swarm collection enabled, while an unlabeled endpoint with no runtime signals still honors the preference. connectRuntime accepts that fallback (only an explicit docker preference still hard-rejects a podman endpoint). When the bound socket disappears mid-run, the agent counts consecutive daemon-unavailable collect cycles and after runtimeReconnectFailureThreshold re-runs runtime discovery against the original preference, swapping the connection through swappableDockerClient (internal/dockeragent/runtime_reconnect.go) so concurrent cleanup and container-update goroutines keep a stable handle, and refreshing the reported runtime, daemon host, and Swarm capability from the new connection.

Shared system-settings boundary dropped dead auto-update schedule fields

The shared internal/api system-settings surface this subsystem consumes (internal/api/system_settings.go, internal/api/config_system_handlers.go) removed the never-consumed autoUpdateCheckInterval / autoUpdateTime fields. No agent-lifecycle behavior keyed off them — agent update targeting and command admission are unaffected — and the extension-point expectations on the system-settings boundary are otherwise unchanged.

Shared system-settings boundary gained an SSH backoff reset side effect

The shared internal/api system-settings surface this subsystem consumes (internal/api/system_settings.go) now clears the temperature collector's SSH failure backoff on every live tenant monitor after a successful save (#1638). That backoff belongs to monitor-owned direct SSH temperature collection, not to the agent command transport: no agent registration, token, command admission, update, or fleet-lifecycle authority is touched, and the extension-point expectations on the system-settings boundary are otherwise unchanged.

Monitor housekeeping prunes only live memory-evidence caches

The shared monitor housekeeping pass in internal/monitoring/monitor_agents.go (cleanupRRDCache) prunes exactly two short-lived memory-evidence caches: the node RRD cache and the guest-agent meminfo cache keyed by (instance, node, vmid). The former per-VM guest RRD memory cache was removed along with GuestRRDPoint's fictional memused/memavailable columns — recorded PVE 8/9 guest rrddata responses never carry them (#1634) — so monitor construction in internal/monitoring/monitor.go no longer initializes a guest RRD cache and housekeeping must not regrow one. Stale guest-agent entries age out under vmAgentMemCleanupMaxAge so removed or re-enrolled guests cannot replay old agent memory evidence.

Command-channel token binding is one decision consumed by every surface

Agent exec token binding is evaluated by a single decision function (evaluateAgentExecBinding in internal/api/agent_exec_token_binding.go) that both command-channel admission (admitAgentExecToken) and the agent config gate (commandConfigAllowedForToken) consume. The two surfaces may never diverge: an agent is told commands are enabled only when its channel registration would be admitted, because a divergent gate leaves the host reporting CommandsEnabled=true against a channel that is always rejected — the permanent "Remote control blocked" state shipped in v6.1.2. The immutable machine-derived agent ID is the primary binding identity: an exact ID match re-binds a drifted (renamed) bound_hostname in place rather than stranding the host, while a hostname match alone never satisfies a version-2 identity binding. Hostname comparison uses the system-wide equivalence rule (unifiedresources.HostnamesEquivalent, plus case-insensitive exact match for IP literals), so short-name vs fully-qualified drift does not break admission. Legacy pre-v6.1.1 hostname-bound records still migrate exactly once on hostname match.

PBS connection health does not create agent lifecycle evidence

The shared API connections ledger and diagnostics now project PBS health from the monitoring scheduler's completed poll result and keep immediate diagnostics probes separate. This does not enroll a PBS host as a Pulse Agent, extend an agent heartbeat, prove command reachability, or create update/repair authority. Agent lifecycle consumers continue to use agent-source identity and report freshness only; same-hostname PBS connections remain distinct provider rows.

The Unified Agent now measures the encoded gzip body and decoded report JSON against the same constants used by server ingress. The 80% warning boundaries are derived with integer ceiling semantics, the old 400 KiB/512 KB warning is retired, and diagnostics identify both byte counts and both ceilings before a send is attempted. All supported native release binaries and the container-agent entrypoint compile the same internal/dockeragent module; an installed older agent adopts this behavior only after the normal agent update and process/service restart loads a build containing the shared contract.

Docker updates recreate desired configuration and replay terminal truth

The Docker module now builds an immutable recreate plan from inspect output before pulling or mutating. Generated container-ID hostnames and operational endpoint fields are not injected as explicit create configuration; explicit hostnames and configurable endpoint fields remain intact. Host and container/service namespace modes receive no conflicting endpoint or hostname configuration. Multi-network replacements connect the primary network deterministically and restore every remaining network before start; a failed attachment removes the replacement, restores the backup name, restarts the original when required, and returns rollback facts through the typed action result. The host agent persists that terminal result before delivery and replays it after reconnect without rerunning Docker. Agent Doctor hides the manual host-local update command only for a timestamped update attempt inside the bounded in-flight window; a missing timestamp or a stale attempt restores the manual recovery handoff.

Docker agent test seams are per-Agent fields, never package globals

The Docker / Podman module owns two indirection seams that exist only so tests can drive timing and encoding failures: the timer constructor used by waitForAsyncDelay and the JSON marshaller used by command acknowledgement delivery and by update-command payload decoding. Both are unexported fields on the Agent struct — newTimerFn func(time.Duration) *time.Timer and jsonMarshalFn func(any) ([]byte, error) — reached through the newTimer and jsonMarshal methods, and both fall back to the standard library (time.NewTimer, json.Marshal) when the field is nil. No package-level newTimerFn or jsonMarshalFn variable exists in internal/dockeragent.

Ownership is per-Agent because the seams are read from goroutines the agent itself started. runAsync work such as command-acknowledgement retry outlives the test that scheduled it, so a package global swapped by a later test was a genuine data race between that swap and the leaked goroutine's read, not merely a test-isolation smell. Making the seam a field the goroutine's own Agent already carries removes the shared location: an injected hook can only ever be observed by the Agent it was constructed with, and two Agents running concurrently with different hooks stay independent. The injection point is construction only — nothing reassigns either field after an Agent is in use, so the fields need no mutex and take part in no locking order.

This is an internal test-seam shape with no public contract delta. Agent enrollment, transport trust, command admission, acknowledgement semantics, and the Docker recreate/rollback result contract are all unchanged by it; a production Agent leaves both fields nil and runs the standard-library implementations. The seams remain unexported and must not be promoted into NewAgent options, agent profiles, or any server-facing configuration surface. internal/dockeragent/agent_internal_test.go proves the field shape, the nil defaults, the absence of package-level hook globals, and per-Agent isolation under the race detector; internal/dockeragent/container_update_test.go proves the update-command decode path routes through the receiver's own marshaller.

vSphere system members carry no agent semantics

ESXi host rows that now compose under their owning vCenter connection in the grouped systems payload are API-side composition only: they carry no agentConnectionId, never claim the primary marker, and present the "vSphere host" member subtitle rather than cluster-node wording. Agent lifecycle surfaces must not treat these members as enrollable, updatable, or doctorable agents — the Pulse Agent fleet remains exactly the set of SourceAgent-backed connections and structured fleet diagnostics.

Agent Doctor covers exactly the Pulse Agent fleet

The connections ledger no longer fabricates agent-type rows for integration-monitored machines at all (buildConnections skips hosts with a non-empty IntegrationSource), so vSphere ESXi hosts and TrueNAS boxes no longer appear under "Pulse Agent hosts" in Infrastructure settings — their owning platform connection is the source representation, and per-machine visibility stays on the platform pages and Machines. Agent Doctor target collection (collectInfrastructureAgentDoctorTargets) additionally excludes any ledger agent connection that carries integrationSource as defense-in-depth — integration-monitored machines have no Pulse Agent to diagnose and previously rendered as permanent "Unknown / no structured reason" rows. In the other direction, structured fleet diagnostics that have no ledger binding (agents reporting only workload telemetry, e.g. Docker-only or Kubernetes-only agents) are now appended as diagnostics-only targets, honoring the scoped-agent filter, so a critical workload-only agent can no longer vanish from the fleet view. Telemetry liveness and an applied commandsEnabled report are not command connectivity. The connections ledger must consult the tenant- and token-scoped live session registry: an enabled report without an admitted socket projects remoteControl="disconnected" and a blocked command policy, while a deliberately disabled command policy remains disabled rather than becoming a transport alarm. Agent Doctor merges that ledger fact with structured diagnostics, so a diagnostic snapshot marked healthy cannot hide the critical command_channel_disconnected reason. Diagnostics-only rows render the diagnostic's status, reasons, and evidence but offer no host-local update command (there is no ledger connection to derive an update from). Removed rows are the deliberate exception in the uninstall direction: a removed agent's one remaining next step is host-side cleanup, so a removed target resolves its command platform from the retained diagnostic identity through the strict platform resolver and its row expansion hands off the host-local uninstall command (getInfrastructureAgentDoctorUninstallHandoff) — the single matching platform command when the identity resolves, or both explicitly labeled Linux-family and Windows commands when it does not, never one guessed executable. The handoff carries the diagnostic's agent id and hostname as uninstall identity flags, and its copy states the command runs on the affected host itself, not from Pulse. Page presentation follows the same honesty rule: the "Target" column renders a version only when one is actually published, the host-local command explainer renders only when at least one row offers a command, and the summary chips list only non-zero status counts. The summary chips double as status filters over the fleet table, and a filter whose status empties out clears itself rather than dead-ending the table. The page also offers plain-text diagnostic reports (fleet-level over the currently visible rows and per-agent from a row expansion) via formatInfrastructureAgentDoctorReport; reports carry status, versions, last-seen, reasons, identity evidence, and non-command repair actions, and must never embed host-local update or uninstall commands because those can carry install tokens.

Manual Docker update checks are bounded, replay-safe commands

The Docker / Podman module treats check_updates as one bounded agent operation rather than as permission to start a registry scan on every report poll. The monitoring-owned server queue dispatches a command only on its queued to dispatched transition; after receipt, the module keeps one active manual check plus a bounded ten-minute cache of terminal command IDs. A replay of the same ID may restore its current acknowledgement but must not clear the registry cache or collect again, and a different command arriving while the first is active must fail without starting another scan.

The first receipt clears registry result/error caches once, reports in_progress, and runs an immediate collection through the same collection mutex used by automatic reports. That shared mutex, not a scheduling sleep, serializes manual and automatic work. The manual operation inherits the five-minute whole-cycle ceiling and registry request cancellation from the Docker collector. Only after collection finishes may it report completed with checked, update, skipped, registry-error, and rate-limit counts; a fatal collection error or deadline reports failed. Terminal acknowledgement delivery has a small bounded retry budget, while acknowledgement failure never feeds the enclosing report back into command execution. The API and monitoring contracts continue to own host command admission, command TTL expiry, and UI in-flight projection.

Governed action readiness remains outside agent lifecycle authority

The canonical Actions lifecycle may ask an executor-owned AvailabilityChecker whether an already-planned capability is still reachable immediately before human or automatic policy dispatch admission. Agent connectivity and command-agent loss are read-only readiness evidence at this boundary: an explicit unavailable result produces the stable action_execution_unavailable refusal, a terminal failed action audit and lifecycle event, and the normal action-completed publication without creating a dispatch attempt or issuing an agent command. The check does not enroll, reconnect, reconfigure, update, or otherwise mutate an agent, and it cannot replace canonical planning, approval, policy authorization, dispatch receipt, or verification.

Shared internal/api/ai_handlers.go now projects separate Patrol investigation evidence-call and model-response budgets/counters. Those fields remain adjacent AI-runtime/API evidence only: agent enrollment, dispatch attempts, liveness, and command-delivery accounting must not infer agent lifecycle progress or capacity from investigation call counts.

Canonical mutation-plane dependency

Agent deployment remains an explicit Pulse-administrative exception in the closed mutation registry. Agent command transports do not originate authority: typed host update/storage cleanup and executor-owned resource commands may run only after committed action-lifecycle authority, while raw model command and unowned delivery paths remain denied.

Agent dispatch begins only after the canonical action store wins and commits the transition to executing. Concurrent replay, another SQLite connection, or a process restart cannot obtain a second executor admission for that action. This contract intentionally does not claim exactly-once infrastructure effects after a crash; durable attempt recovery and downstream effect reconciliation remain the action-continuity layer's responsibility.

Deploy fan-out concurrency is one shared protocol contract in internal/agentexec: server request normalization and host-agent semaphore allocation both cap max_parallel at the same bound, including payloads that bypass the normal API producer. Shared local-redirect validation in pkg/securityutil/httpurl.go likewise rejects scheme-relative and backslash authority forms before agent-adjacent handoff or proof flows consume them. The host-agent semaphore materializes only literal capacities from one through the shared maximum after normalization, so network-derived payload values never reach the channel allocation site while the requested concurrency semantics are preserved.

Denied Patrol investigation-fix approvals passing through shared internal/api/ handlers are adjacent AI-runtime/action-governance state only. The fix_rejected finding outcome records that an operator declined a proposed Patrol fix before execution; it must not be reinterpreted as agent enrollment, install progress, fleet liveness, or an agent-command failure.

Patrol finding lifecycle payloads exposed through shared AI handlers, including operator resolution-note fields, remain AI-runtime/API-contract vocabulary: adjacent fleet and install surfaces may render the lifecycle state when another surface supplies it, but they must not reinterpret it as install progress, agent approval state, topology truth, or lifecycle-owned remediation policy.

Default-org token scoping and notification-settings fan-out on shared internal/api/ handlers are likewise adjacent only: org-bound token denial for the default org and instance-wide webhook allowlist propagation are api-contract/security owned and change no install, enrollment, setup-token, or fleet command authority. Agent tokens keep routing agents into their bound org exactly as before.

Notification webhook management changes on shared internal/api/ handlers are likewise adjacent only: the webhook signingSecret payload field, its masked list representation, and masked-echo preservation on update are notifications/API-contract owned and grant no agent install, enrollment, setup-token, or fleet command authority. Notification queue-health changes on that same shared boundary are also adjacent only. Retained failed/dead-letter counts, fail-closed unavailable state, and retention metadata are notifications/API-contract delivery evidence; they do not describe agent liveness, enrollment, install readiness, command transport, or fleet health.

SSO provider-detail payload changes on shared internal/api/identity_sso_handlers.go are API-contract/security-settings owned. Nested OIDC/SAML edit fields, restriction lists, role mappings, and masked secret-presence markers create no agent install, enrollment, setup-token, command, fleet liveness, or agent profile semantics.

Alert delivery diagnosis on shared internal/api/alerts.go is likewise adjacent only: /api/alerts/delivery-diagnosis is alerts/API-contract owned read-only notification-policy evidence and must not be interpreted as agent enrollment, agent liveness, install progress, setup-token authority, or fleet repair eligibility.

The router projection-builder (internal/api/router.go) that wires the operator-state provider into the findings runtime now also populates NeverAutoRemediate on the projection. The investigation runtime reads the same projection to attach OperatorContext to findings handed to the orchestrator, so investigation reasoning sees the same lock-against-remediation flag that the action broker enforces downstream — no possible drift between "what Patrol proposes" and "what the broker accepts."

The same router wiring owns the alert-bridge patrol-trigger callback. It now receives the full alert payload as a struct and consults the operator's per-rule trigger policy before queuing a scoped patrol: an alert_fired event that fails AIConfig.AlertTriggersInvestigation (below the minimum-severity floor or outside the alert-type allowlist) is logged and dropped without entering the trigger manager, so alert-driven investigation lifecycle stays bounded to the alerts the operator opted into.

/api/agent/events is the SSE stream agents subscribe to for real-time notifications: finding.created when a new finding is raised, approval.pending when a remediation request enters StatusPending and waits on operator decision, action.completed when an action audit reaches a terminal state (Completed, runtime-Failed, or refused-before-dispatch with stable plan_drift: / resource_remediation_locked: error-token prefixes preserved verbatim; successful dispatches carry a verification block — the agent-stable projection of the broker's read-after-write probe, with verification command/note details redacted to stable markers at the action-audit readback boundary — so agents close the "did it actually work?" loop without polling /api/actions/{id}), and a 15-second heartbeat keepalive. The broadcaster drops real published events for slow subscribers rather than blocking publishers, so the patrol-finding runtime, the approval store's post-create callback, and the executor's post-completion callback can publish without ever stalling on consumer slowness. API-owned action execution uses the same shared terminal publisher, including stale-plan action_plan_drift refusals that fail the audit with a plan_drift: result before any executor is called. Heartbeats are stream-local keepalives written to each connected response; one subscriber's heartbeat ticker must not publish heartbeat events to every other subscriber. The agent runtime keeps the broadcaster wired across restarts, and the capabilities manifest declares the stream under subscribe_events so the surface stays self-describing.

Shared internal/api/router.go metrics-history reads may now expose host-agent CPU temperature as an agent chart metric for Proxmox node drawers, but lifecycle surfaces must continue treating that data as presentation telemetry only. Temperature history is not heartbeat authority, agent enrollment state, or freshness proof; those remain owned by the agent-lifecycle event, token, and last-seen contracts.

/api/agent/capabilities is the discovery document any external agent reads to learn what Pulse exposes. The manifest is unauthenticated and cacheable; the underlying capabilities keep their own auth scopes. Adding a capability is a deliberate "this is part of the agent surface" commitment so the agent contract stays curated, not auto-derived from every internal endpoint. The manifest's action mode and approval policy metadata are API/AI-owned governance posture; lifecycle setup, enrollment, and fleet-control flows may surface that metadata to agents but must not reinterpret it as install, registration, heartbeat, update, or agent authority. The same adjacency applies to manifest inputSchema metadata: typed tool arguments help external agents call API-owned actions, but do not create a lifecycle-owned setup command path, operator-state write contract, or agent-control argument registry.

/api/agent/resource-context/{id} is the agent-paradigm substrate endpoint: any agent (in-process Patrol/Assistant or external) reads the full situated picture of a resource — identity, operator state, active findings, pending approvals scoped to the resource, recent actions including refused dispatches with their stable token prefixes preserved — in one call. The endpoint is read-only under monitoring:read. The active-findings section flows through an AgentFindingsProvider adapter wired in router.go from the patrol service so the api package stays free of an internal/ai import; the parallel AgentApprovalsProvider adapter resolves the canonical approval store at request time, filters full per-resource summaries by canonical resource id and org, and exposes a separate resource-keyed count projection for fleet reads. The agent runtime keeps both providers wired across restarts. The companion /api/agent/resource-capabilities/{id} endpoint (same monitoring:read scope) returns the structured governed capability list and parameter schemas for the same resource, so an agent can populate plan_action inputs from the canonical Resource.Capabilities source rather than the prose summary in the context bundle.

/api/agent/fleet-context is the companion triage view: one read returns a thin per-resource rollup across every resource visible to the org — identity, operator flags (intentionallyOffline, neverAutoRemediate, maintenanceWindowActive), per-severity finding counts, and pending-approval count. Same auth scope (monitoring:read) and same provider wiring as the per-resource bundle; the fleet sweep walks the registry once and reuses the in-memory findings index, one bounded approval-store scan grouped by canonical resource id, and a per-resource operator-state SQLite point lookup. Agents pick "where do I focus?" from the fleet view and then drill into the per-resource bundle for depth. Optional additive filter query params (hasFindings, severity, technology, resourceType) narrow the sweep to a relevant subset; they introduce no new lifecycle state, operator intent, or persistence — they are a read-only projection over the same in-memory registry walk.

/api/agent/capabilities is registered in the router's publicPaths list so the global auth middleware does not gate the discovery manifest. The manifest is unauthenticated by design: an agent that does not yet have a token must still be able to introspect Pulse to learn how to ask for one. The underlying capabilities the manifest declares keep their own auth scopes — the public posture applies only to discovery itself.

The action governance loop (/api/actions/plan, /api/actions/{id}/decision, /api/actions/{id}/execute) joined the agent surface via the manifest under a new action category, gated by the ai:execute scope (distinct from monitoring:write because action governance is the governed-execution dimension). The handlers were migrated from the platform-wide APIError envelope to the agent-stable {"error", "message", "details"?} shape so the substrate keeps a single envelope contract across read, write, and action capabilities. The governed Patrol finding lifecycle tools advertised in the same manifest (acknowledge_finding, snooze_finding, dismiss_finding, resolve_finding) also return that agent-stable envelope for branchable failures and declare their closed error-code set in the manifest. That is an API/AI-runtime contract only: it does not create agent lifecycle state, registration state, install state, or any new durable recovery artifact. Docker / Podman lifecycle execution extends that same action category only: the manifest advertises the execute_action substrate, while per-resource container capabilities, policy checks, action audit records, and terminal verification remain API-owned facts rather than agent lifecycle state.

The findings runtime now consumes operator-set per-resource state through a provider adapter wired in internal/api/router.go at startup. The adapter returns a ResourceOperatorStateProjection covering every signal in one call (active maintenance window plus the indefinite IntentionallyOffline flag), so adding new signals later does not multiply round-trips per finding. When a resource is in an operator-set maintenance window OR is marked intentionally offline, new findings against it are auto-acknowledged at creation time so the operator's commitment is honored without flooding notifications. The agent runtime keeps the operator commitment honored across restarts because the underlying state lives in the durable resource_operator_state SQLite table.

The /api/resources/{id}/operator-state GET / PUT / DELETE handlers in internal/api/resources_operator_state.go are the canonical operator surface for setting per-resource intent (intentionally offline, never auto-remediate, maintenance window, criticality hint). The route lives on the same monitoring router (router_routes_monitoring.go) as the rest of /api/resources/{id}/...; method-keyed scope dispatch means GET runs under monitoring:read while PUT and DELETE require monitoring:write because they modulate Patrol's behavior on findings against the resource. The agent runtime must surface the same operator-set state across restarts — persistence is in the resource_operator_state SQLite table managed by the unified-resources store from slice 29 — so a maintenance window or never-auto-remediate flag set before a process restart is honored after the agent reloads.

Patrol-finding to unified-finding mirroring in internal/api/router.go also keeps the will_fix_later wake-up deadline (Finding.RemindAt) intact across restarts. Both the live wire-up callback and the persistence-recovery resync must copy f.RemindAt onto the unified finding so the operator's commitment survives a reboot or process restart instead of silently lapsing into the canonical findings store without being mirrored on the API surface. The same router boundary now also threads Finding.AutoResolved through to UnifiedFinding.AutoResolved so an operator who manually clicked Mark resolved before a restart keeps that attribution after the agent reloads findings from disk. Without that mirror the recovery sync would flatten every prior closure into Pulse's auto-detection bucket and erase the operator-vs-Pulse distinction across process restarts.

Linux agent privilege hardening is now part of the installer/runtime contract. The supported full-telemetry systemd agent may still run as root, but cmd/pulse-agent/main.go must bind health/metrics to loopback by default, scripts/install.sh must preserve explicit health-address disable/open choices in the rendered service, and generated systemd units must keep conservative sandboxing in place unless a future telemetry requirement records a narrower exception. New Proxmox VE and Proxmox Backup Server setup must default to the API Inventory path: the UI may recommend a root Pulse Agent only as the Host Telemetry Agent path for temperatures, SMART, local storage detail, agent-driven operations, or other node-local telemetry the Proxmox API cannot provide. Generated API Inventory scripts remain a one-time privileged setup action, but their steady-state credential must be a narrowly scoped Proxmox API token: PVE setup must use a privilege-separated token and mirror generated ACLs onto both the service user and token, while PBS setup must keep Audit grants on both the service user and token.

Generated TrueNAS CORE rc.d service scripts must give /usr/sbin/daemon -r a supervisor pidfile with -P, keep the child pid in a separate diagnostic pidfile, and stop legacy child-pidfile installs by resolving the child back to its daemon supervisor before replacing or restarting the agent binary.

Deploy selection and retry no longer carry monitored-system capacity feedback. Lifecycle-owned deploy surfaces must not revive license-slot, workspace-slot, plan-upgrade, or monitored-system capacity wording in user-facing confirmation, preflight, retry, and status labels.

The infrastructure workspace collapsed to a single /settings/infrastructure route. buildInfrastructureWorkspacePath() always returns the base path; add flow state is carried only by the add query parameter on that base path. SetupCompletionPanel.tsx uses the shared infrastructure path builders for all install and platform CTAs. frontend-modern/src/utils/infrastructureSettingsPresentation.ts owns the customer-facing Settings Infrastructure target label and onboarding source strategy copy. Lifecycle and setup guidance must point operators to Settings → Infrastructure and must not revive removed subpaths such as Settings → Infrastructure → Proxmox. The shared monitored-system impact preview now formats save-impact summaries through frontend-modern/src/utils/monitoredSystemPresentation.ts so infrastructure setup screens describe count impact and grouping changes without raw slash-quota rendering.

This subsystem now sits under the dedicated agent lifecycle and fleet operations lane so install, registration, update continuity, profile management, and fleet safety stop hiding inside architecture, migration, or monitoring work. Lifecycle-owned connected-infrastructure and reporting browsers now also keep governed platform rows on canonical local operator identity while tolerating optional optimistic hostnames. Shared row models may fall back to the row name when staging a removal state, but they must not resurrect legacy policy.display shims or require platform-managed surfaces to synthesize a second hostname contract. That same adjacent internal/api/ router boundary now also keeps usage-data controls out of lifecycle truth. Agent install, reporting, and setup surfaces must not depend on /api/upgrade-metrics/*, telemetry preview routes, or local-only upgrade-event state under shared licensing/auth routing. The normal customer product router must keep those retired commercial analytics routes absent, and lifecycle code must not reinterpret telemetry preview payloads or published-release classification fields as enrollment evidence, agent freshness, or setup progress truth. That same adjacent internal/api/ boundary now also keeps public demos from leaking commercial state through lifecycle-adjacent surfaces. Agent install, reporting, and setup flows may share backend helpers with billing or license transport, but DEMO_MODE must continue to 404 commercial read surfaces instead of teaching lifecycle or mock-mode paths to bypass licensing. Public demo readiness therefore comes from hiding commercial presentation on the shared API boundary, not from introducing a second fake-entitlement path into lifecycle-owned install or reporting flows. Browser-facing lifecycle surfaces must also treat /api/security/status as the canonical public-demo bootstrap contract. The backend source-of-truth fact remains sessionCapabilities.demoMode, but lifecycle surfaces must consume the shared resolved presentationPolicy instead of inferring demo posture from headers, /api/health, or hostname heuristics. That same shared API boundary now owns the hidden-versus-runtime-only split as well: lifecycle-adjacent flows may inherit non-commercial /api/license/runtime-capabilities reads when demo-visible product behavior needs them, but /api/license/commercial-posture, /api/license/entitlements, and /auth/license-purchase-start stay hidden in public demo mode and those lifecycle flows must not depend on licensed identity, plan labels, upgrade reasons, checkout handoff state, or observed usage counts surviving the public-demo contract. That same demo-safe runtime contract keeps monitored-system capacity posture out of public-preview runtime capabilities. Lifecycle-adjacent install or reporting surfaces may still depend on demo-safe capability flags, but they must not expect monitored_system_capacity, admission-freeze copy, or observed plan overage posture to exist. That shared runtime-capabilities exception may also carry paid-runtime block records for private Pro runtime hooks. Lifecycle-adjacent flows must treat those records as executable-runtime identity, not as agent enrollment, installer success, or lifecycle capability evidence, and must leave private runtime download guidance to the licensing/settings surfaces that own it. The same presentation-policy split now governs paid lifecycle extensions in ordinary self-hosted v6 installs. Agent profile management may remain an entitled lifecycle surface, but default Infrastructure navigation must not advertise agent-profile upgrades, trial prompts, or paid helper links while presentationPolicy.hideUpgrade is true; it should stay on the free source manager unless an explicit entitlement or recovery context makes the paid lifecycle surface relevant. The normal Infrastructure installer also follows that contract. Agent-command execution controls may describe the runtime trust and command-execution effect, but their default labels and tooltips must not mention Pro requirements or paid upgrade posture while they are part of the ordinary host-install workflow. That same demo-hidden API boundary also keeps runtime-admin operations out of public lifecycle flows: /api/diagnostics, /api/diagnostics/docker/prepare-token, and /api/logs/* must return 404 in demo mode instead of exposing runtime bundles, log streams, or diagnostics payloads through a nominally read-only preview account. GET and HEAD reads for /api/admin/users and manual discovery at /api/discover are part of that same hidden boundary; lifecycle-adjacent UI must not rely on those routes remaining discoverable in public demo mode. Lifecycle-owned browser shells must also defer any commercial helper reads until that presentation policy resolves so demo suppression stays fail-closed during first render instead of racing hidden commercial endpoints from shared setup or install surfaces. The governed exception is frontend-modern/src/components/SetupWizard/SetupCompletionPanel.tsx: because that first-run completion surface renders before the authenticated shell has mounted frontend-modern/src/useAppRuntimeState.ts, it may issue the local commercial posture bootstrap needed for trial and upgrade posture, and it may force-refresh that posture after a successful trial start. Other lifecycle-adjacent authenticated-shell surfaces such as frontend-modern/src/components/Settings/useNodeModalState.ts and frontend-modern/src/components/Settings/useAgentProfilesPanelState.ts must consume the shared posture owner instead of reintroducing their own mount-time commercial reads. Even on that governed first-run exception, render-time commercial gating must not revive trial-status selectors or raw commercial-posture reads inside SetupCompletionPanel.tsx; first-run can link to explicit plan or support handoff only where presentation policy allows. That same shared boundary now also owns the one-time checkout-return lookup: lifecycle-adjacent surfaces may initiate billing or account handoff through shared public routes, but they must never persist, derive, or replay the server-owned portal checkout state or owned billing purchase-arrival state as lifecycle state. Lifecycle-adjacent storage and fleet surfaces now also depend on one governed physical-disk history transport. When agent-backed disk telemetry is rendered through shared drawers or lifecycle-adjacent resource context, those reads must flow through the canonical /api/metrics-store/history boundary and the disk MetricsTarget.ResourceID that monitoring projects for the resource, rather than reviving a browser-local collector or a lifecycle-only agent/device identity. That shared metrics-history boundary may enforce commercial history windows such as Relay 14-day and Pro 90-day retention for operator charts, but lifecycle surfaces must treat those windows as presentation entitlements only. Agent registration, heartbeat, installer status, and fleet freshness must not infer lifecycle truth from whether a longer chart range is enabled or denied. That same adjacent API boundary now also owns internal demo-fixture runtime gating. Lifecycle-adjacent install, reporting, and demo-facing flows may share mock-mode handlers in dev and test, but release builds must authorize runtime mock rewiring only through the internal demo_fixtures entitlement, and browser-facing lifecycle surfaces must not infer or persist that internal grant from public runtime-capabilities or presentation-policy payloads. Shared workload-chart reads that lifecycle surfaces reuse must stay presentation-only on that same boundary: internal/api/router.go may batch those reads in parallel, but it must request only the canonical rendered metric set for workload cards instead of widening the hot path back to fetch-all metrics on behalf of install or reporting callers. The same presentation-only rule applies when shared infrastructure-summary or workloads-summary chart routes serve a short cached response for repeated org/range/scope requests: lifecycle-adjacent surfaces may render those charts as operator context, but agent registration, heartbeat, installer status, profile assignment, reporting freshness, and fleet-control readiness must not derive authority from the cached chart payload or its timestamp. That shared internal/api/ dependency now also assumes hosted tenant AI and relay bootstrap reads use one effective hosted billing lease before lifecycle-adjacent flows inspect runtime readiness, so install and setup surfaces do not observe a tenant-org Pulse Assistant state that disagrees with the machine-owned hosted entitlement already backing the same instance. That same shared internal/api/ dependency now also assumes AI settings stay vendor-neutral on that boundary. Lifecycle-adjacent setup and infrastructure surfaces may depend on the shared AI settings transport being available, but they must not revive host-install or first-run branches that guess provider model defaults once the backend owns BYOK model resolution from live provider catalogs. That same shared dependency now also assumes settings-driven AI enablement can cold-start the direct Assistant runtime and approval persistence without a prior chat session. Lifecycle-adjacent mobile pairing and setup flows depend on /api/ai/approvals becoming ready from the first governed settings save, not only after some earlier process-start or chat-start side effect has already initialized the approval store. That same shared dependency now also assumes mock-mode Assistant runtime startup is AI/runtime-only. When mock mode is active, internal/api/ai_handler.go may enable the Assistant runtime in memory so /api/ai/chat can exercise the typed mock stream without configured providers, but that effective config must not become agent enrollment, install readiness, command approval authority, or persisted lifecycle setup state. That same shared internal/api/ai_handler.go dependency now also assumes Assistant finding handoffs may include a model-only factual finding briefing from Patrol's unified finding and structured investigation record. Lifecycle-adjacent setup, install, and fleet surfaces may treat that briefing as adjacent AI/runtime guidance only; it must not become agent readiness, install status, or lifecycle execution authority. When that briefing includes recovered approval lifecycle metadata, action plan identity, approval policy, or dry-run posture, those fields remain Assistant review context and must not be treated as an agent command grant, enrollment state, update readiness, or fleet-control decision. Patrol run handoffs through that same shared handler and internal/api/router.go remain metadata-driven Assistant review context only. The router may expose a run-history lookup so AI runtime can rebuild model-only run context, but the resulting scoped resources, runtime failure summaries, and follow-up session metadata must not become agent command authorization, reachability proof, install state, profile assignment, or fleet lifecycle evidence. Assistant session undo/redo through POST /api/ai/sessions/{id}/undo and POST /api/ai/sessions/{id}/redo follows the same adjacent AI/runtime boundary. The restored prompt, redo availability flag, and restored message count are conversation repair metadata only; lifecycle-adjacent surfaces must not treat them as agent enrollment state, command authorization, update readiness, or fleet-control evidence. Legacy OpenCode-style Assistant file-change routes under /api/ai/sessions/{id}/diff, /revert, and /unrevert are not agent-lifecycle operations. If those routes are called directly, the API must fail them as unsupported rather than presenting file diffs or reverts as agent command rollback, enrollment repair, update rollback, or fleet-control authority. That same shared dependency now also assumes hosted cloud handoff authorizes tenant org access before browser lifecycle continues. Lifecycle-adjacent opens into hosted workspaces may depend on internal/api/cloud_handoff_handlers.go, but the canonical contract is that a successful handoff exchange may continue only when the handed-off account already has server-owned tenant membership. The exchange path must derive the effective role from the existing owner/member record, reject any handoff claim that would upgrade that stored role, and fail closed when the tenant org still has a blank OwnerUserID instead of letting the first owner-shaped token claim the tenant during browser session minting. Lifecycle-owned paywalls now also follow the shared commercial navigation contract. frontend-modern/src/components/Settings/AgentProfilesPanel.tsx and frontend-modern/src/components/Settings/useAgentProfilesPanelState.ts may request the canonical commercial destination from the shared license boundary, but they must leave internal-versus-external navigation semantics to frontend-primitives instead of hardcoding pricing URLs or tab-open behavior inside lifecycle-owned settings surfaces. That same lifecycle-owned settings surface must also keep assistant availability as an app-shell fact instead of an AI-runtime fetch. Agent Profiles may read the shared browser bootstrap availability state to decide whether assistant affordances render, but they must not mount frontend-modern/src/stores/aiRuntimeState.ts or call /api/settings/ai just to decide whether to show assistant-adjacent UI. That same platform-connections ownership now also includes mock-runtime continuity for API-backed platforms. When /api/system/mock-mode flips a running server between real and mock data, the canonical TrueNAS and VMware settings routes must keep surfacing through the same Add infrastructure source picker and handoff URLs instead of depending on process-start-only wiring or a mock-only alternate shell. That same lifecycle-owned mock path now also requires one shared fixture owner for API-backed platform onboarding. TrueNAS and VMware connection-list payloads shown in Add infrastructure must be assembled from the canonical internal/mock/ platform fixture layer, so settings handoff metadata cannot drift from the runtime mock inventory and shared storage/recovery context. That same lifecycle-adjacent mock path must stay graph-first at the shared internal/api/ boundary. When lifecycle-adjacent handlers depend on mock platform inventory or recovery context, they must consume internal/mock/fixture_graph.go and its graph-owned projections instead of reintroducing snapshot-only or platform-only helper exports. Lifecycle-adjacent summary chart consumers may still depend on shared internal/api/router.go transport, but any synthetic mock series on that path must resolve through canonical resourceType and resourceID identities rather than lifecycle-local seed prefixes, so platform handoff surfaces do not see a different recent tail than the runtime mock inventory they describe. When those lifecycle-adjacent surfaces call /api/charts/infrastructure, the shared metrics filter contract must stay authoritative through the backend batch loader as well, so quickstart or install readouts that only render CPU and memory do not silently pay for disk/network guest fan-out. That same hosted continuity contract also applies to the older direct tenant magic-link path. Lifecycle-adjacent control-plane redirects through /auth/cloud-handoff must preserve canonical account/user/role identity in the handoff token long enough for the tenant runtime to validate the existing org membership and derive the bounded effective role before it lands in protected hosted routes. Direct opens must fail closed on missing membership, blank-owner orgs, or owner/admin role escalation attempts instead of diverging from the newer portal exchange path by repairing org metadata on arrival. Lifecycle-adjacent entry surfaces must also treat public hosted signup as a server-side identity bootstrap: the signup response cannot expose or define the owner principal, and follow-on lifecycle access must rely on the stored organization membership reached through magic-link verification. That same shared internal/api/ organization boundary also now assumes self-hosted org membership is consent-backed rather than manager-written for a target user ID. Lifecycle-adjacent setup, install, or hosted-entry surfaces may call /api/orgs/{id}/members, but a new user must land in a pending invitation record and become a real member only after the invited account accepts through the canonical invitation routes. Owner transfer remains an existing-member operation on that same boundary; lifecycle-adjacent flows may not treat an unaccepted invitation or arbitrary userId string as a member-shaped owner target, and they may not complete owner transfer through a stale ambient browser cookie. The acting owner must re-enter through a fresh browser session on the shared auth boundary before lifecycle-adjacent surfaces can permanently reassign org ownership. That same shared internal/api/ dependency also assumes telemetry transparency remains explicitly system-settings-owned. When lifecycle-adjacent setup or router work touches shared internal/api/ files, telemetry preview and install-ID reset routes must keep reusing the canonical system-settings trust boundary and server-owned telemetry runtime instead of borrowing agent lifecycle proof or state ownership just because the same router surface moved. Content-free Pulse Intelligence telemetry rollups under shared internal/api/ also remain system-settings, API-contract, and security/privacy ownership: lifecycle-adjacent surfaces may observe that action-plan, approval, approved-action-decision, rejected-action-decision, first-party workflow starter, Pro activation starter, and external-agent usage is summarized, but they must not reinterpret those pseudonymous install-level counters as agent enrollment, install success, recovery scope, or lifecycle state. External-agent activity may be counted when a narrow API token satisfies the specific manifest capability scope being called, including read-only monitoring:read context usage. That signal remains API-owned collaboration telemetry, not evidence that a command agent installed, checked in, or applied fleet state. External-agent/MCP readiness may also be true for a non-expired token that covers any Pulse MCP-published capability scope, but that readiness remains a collaboration-surface setup signal. Agent lifecycle code must not reinterpret it as host-agent enrollment, command-agent reachability, or applied fleet configuration. The manifest shape alone may prove that Pulse can publish the external-agent contract, but it must not satisfy externalAgentReady on /api/agent/patrol-control/status without a current token that covers at least one Pulse MCP surface capability. The legacy /api/agent/operations-loop/status URL is only a compatibility alias. Missing external-agent readiness must not downgrade or block first-party Patrol control completed/resolved proof; the legacy verified_needs_mcp state is retained only as compatibility input and must not become new lifecycle or activation output. The Patrol-control status projection at GET /api/agent/patrol-control/status follows the same ownership split. Its stage labels, next action, Patrol issue evidence count, pending approval count, contextual collaboration count, governed action count, verified outcome count, Patrol control starter/completed/resolved proof exposed first through patrolControl* fields and mirrored through patrolAutonomy* compatibility fields, proActivationOperationsLoopStarterCount as legacy entry-point orientation, legacy completed/resolved/value proActivation* aliases, and optional external-agent readiness are content-free Pulse Intelligence collaboration signals; lifecycle code must not reinterpret them as installed-agent proof, command-agent heartbeat, installer progress, profile convergence, or fleet-control authority. When that projection lets an aggregate active Patrol finding or pending approval outrank older completed/resolved loop proof, the result is still operator orientation only; it is not host-agent liveness, install health, or command authorization evidence. The same route may use action lifecycle events to notice recent loop activity, but its governance and verification counts remain action-governance signals: governedActionCount requires approved or rejected governed-action evidence, approvedDecisionCount and rejectedDecisionCount expose that split without identifiers, and verifiedOutcomeCount requires an approved governed action with verified post-action evidence. Agent lifecycle surfaces must not satisfy those stages from generic executing, completed, or failed command-agent state, and must not reinterpret a rejected-only no-execution terminal decision as command-agent success or failure. The same verified-outcome predicate backs outbound Pulse Intelligence approved-success telemetry: a completed action result is not lifecycle proof unless the approved action also has VerificationOutcome.Status=verified or a canonical verification result that ran and succeeded. Agent lifecycle surfaces must not count host-agent command completion, installer success, or generic execution success as Patrol control resolved-loop proof. The route's four-step operator rollup follows the same boundary: governance step counts may represent pending approvals before a decision or approved/rejected decision evidence after one exists, while verification step counts may represent verified outcomes or terminal rejected decisions. Optional MCP readiness stays in externalAgentReady, not in the operator step list. Agent lifecycle surfaces must not read those step counts as host-agent heartbeat, command-agent install state, or fleet-control authority. Approved action decision telemetry may use action lifecycle events or approved approval records as its API-owned proof source, but the exported value remains a pseudonymous approve/reject journey counter. Agent-lifecycle surfaces must not read that rollup as command dispatch, command-agent reachability, profile convergence, install success, or fleet lifecycle state. Approved execution attempt telemetry may use action lifecycle events as its API-owned proof source, but the exported value remains a pseudonymous operations loop counter. Agent-lifecycle surfaces must not treat that rollup as command agent heartbeat, installation proof, profile convergence, or fleet lifecycle state. Approved action success telemetry may also derive from the same governed action audit stream, but only as a content-free count of approved actions that reached completed state with a successful result. The existing approved execution counter remains attempt-based for compatibility; the success counter must not export resource identifiers, actor identifiers, command text, command output, verification details, or host-agent state. The external-agent recent-use bit is backed by content-free authenticated agent/MCP route activity for manifest-capable API tokens; it is not an agent lifecycle heartbeat, install proof, or generic token-last-used proxy. The MCP adapter recent-use bit is narrower adapter-origin telemetry for pulse-mcp requests on that same shared agent surface. It may distinguish MCP adapter collaboration from direct external-agent API collaboration, but agent lifecycle surfaces must not treat it as evidence that pulse-agent installed, checked in, accepted remote config, or executed a command. That same shared internal/api/ai_handlers.go dependency also now assumes Patrol-specific settings and status expansions stay Patrol-owned. When shared AI handlers add split scoped-trigger fields, recency labels, or trigger-state transport for Patrol, lifecycle-adjacent setup and fleet surfaces must treat those payloads as Patrol-only runtime context and must not reinterpret them as agent install readiness, enrollment health, or fleet-control state. Provider preflight diagnostics on the same handler remain AI runtime readiness context as well: lifecycle-adjacent setup and fleet surfaces may not treat provider_auth, provider_connection, model-selection, or provider-settings recommendations as agent registration, updater trust, or fleet-control health. That same shared AI handler dependency also assumes direct alert-investigation execution mode is AI/API-owned. Request-scoped AutonomousMode:false and RequireCommandApproval:true on /api/ai/investigate-alert are Assistant action-governance facts, not agent install readiness, command reachability, or fleet-control capability signals. Visible stream_idle workflow progress on that same legacy Assistant SSE route, and on /api/ai/execute/stream, is likewise Assistant/API transport liveness only. It must not be reused as agent heartbeat, enrollment progress, installer status, command websocket liveness, or fleet freshness evidence. The model-boundary sanitizer that governs how much Assistant infrastructure context reaches cloud models (credentials and local-only resources always withheld) is an AI-runtime privacy concern; it is not agent enrollment config, installer readiness, command reachability, or any fleet-control capability signal. Patrol finding chat handoffs follow the same ownership split: when /api/ai/chat resolves a finding_id into model-only Patrol briefing, resource, or action context, the backend-enforced autonomous_mode:false clamp is Assistant action-governance, not agent readiness, fleet command reachability, or enrollment health. If the same request also carries recognized Patrol product handoff context, resources, or action references, the API handler may merge only same-finding secondary model context after backend-refreshed finding context; those merged references still must not become agent enrollment, install, readiness, or fleet-command authority. Scoped Assistant handoffs from alert or incident surfaces may also send bounded handoff_context, handoff_resources, and Patrol assessment handoff_actions through /api/ai/chat without a finding_id; lifecycle-adjacent surfaces may treat those references as AI/runtime explanation context only, and must not reinterpret them as agent readiness, install status, command reachability, enrollment health, fleet execution authority, or agent command grants. Those handoffs must remain context-only for the configured model. Lifecycle code must not convert alert, incident, or Patrol Assistant handoffs into pre-filled prompts, suggested prompt chips, required tool routes, or agent lifecycle next-step instructions. That same shared internal/api/ dependency also now assumes SSO test and metadata-preview routes fail closed on validated outbound URL handling. Lifecycle-adjacent setup and hosted bootstrap surfaces may depend on those shared helpers, but they must not reintroduce raw URL concatenation, userinfo-bearing fetch targets, or origin-root OIDC discovery drift when operators validate identity configuration. That same lifecycle-adjacent identity validation path now also assumes the manual SAML test payload preserves the optional idpSloUrl alongside idpSsoUrl on the shared API contract, so operators validating hosted identity before first-user or first-host handoff do not silently lose logout endpoint validation when they choose manual SAML entry instead of metadata import. That same shared internal/api/ dependency also now assumes post-auth browser handoff stays on one canonical local redirect builder. Lifecycle-adjacent setup and hosted bootstrap surfaces may depend on shared OIDC/SAML callbacks, but they must not reintroduce per-handler returnTo shaping that can bypass the governed local-path validation before success or error query markers are added. That same shared auth dependency also assumes release builds do not revive the development-only admin bypass path. Lifecycle-adjacent setup or first-session flows may still run in non-release developer mode with ALLOW_ADMIN_BYPASS, but release binaries must compile that env override out instead of carrying a runtime branch that can be reopened after deployment. That same shared auth dependency now also assumes direct auth probes fail explicitly without overwriting narrower route-owned failures. Lifecycle-adjacent setup-token, recovery, and install helpers may depend on shared auth wrappers, but missing setup-token or API-token-only failures must preserve their specific response instead of being flattened into a second generic auth body.

Agent lifecycle owns the install/register/update continuity surfaces, but it does not own unified-resource history or control-plane timeline persistence. Those runtime changes now travel through the shared API and unified-resource contracts, which keeps fleet bootstrap and identity continuity separate from resource-change recording and historical inspection. The shared API runtime now also exposes unified-resource action, lifecycle, and export audit reads alongside the enterprise audit surface. That read path belongs to the API and unified-resource contracts, not to lifecycle ownership, so the agent-install and registration lane stays focused on fleet continuity instead of adopting execution-history persistence as a side effect. Agent-backed action transports may receive a mutation only after the canonical lifecycle commits a durable dispatch attempt and crosses its one-shot pre-send boundary. The transport request_id is that attempt identity while the action or approval field remains the canonical action identity. Timeouts and late agent responses do not authorize lifecycle-local retry: restart recovery must reconcile the persisted attempt without resending, and transport receipt state must not be interpreted as Task 10 execution or verification truth. That shared audit-read path also now requires the dedicated audit:read token scope instead of inheriting broader settings:read access, so lifecycle-adjacent install and registration surfaces cannot regain enterprise audit history just by holding general settings visibility. The connected-infrastructure reporting workspace also now treats API-backed platform surfaces as platform-connection-managed capabilities, not host-managed agent extensions. frontend-modern/src/components/Settings/infrastructureOperationsModel.tsx, frontend-modern/src/components/Settings/useConnectionsLedger.ts, frontend-modern/src/components/Settings/useConnectionRowActions.ts, and frontend-modern/src/components/Settings/InfrastructureSourceManager.tsx must keep Proxmox, PBS, PMG, and TrueNAS on the shared Infrastructure API-backed path, while only machine-installed agent, Docker, and Kubernetes surfaces participate in host stop-monitoring scope, uninstall commands, and upgrade actions. That same lifecycle-owned reporting contract now also owns guest-link truth for agent rows: when a host agent is actually attached to a VM or system container, the shared connected-infrastructure payload must preserve that linked guest identity so the top Connections and inventory ledger can stay scoped to top-level infrastructure instead of rendering guest-backed agents as peer infrastructure roots. Those unified audit list endpoints also clamp oversized limit requests to the governed maximum, so audit history stays bounded even when callers ask for arbitrarily large pages. The adjacent enterprise audit-log read path now also preserves structured store-failure codes (audit_store_busy, audit_store_unavailable) instead of generic 500s; lifecycle surfaces may share that API layer, but they do not own or reinterpret audit-store health. That same shared internal/api/ dependency also now assumes hosted runtime websocket upgrades trust the cloud proxy only through explicit tenant PULSE_TRUSTED_PROXY_CIDRS wiring, so first-session handoff and agent-facing live activity surfaces do not degrade into reconnect loops when a hosted workspace is opened through the control plane. That proxy-trust boundary must also reject wildcard trust ranges such as 0.0.0.0/0 or ::/0 at startup, and agent-adjacent forwarded-header reads must fail closed if invalid wildcard proxy trust configuration is present. That same lifecycle-owned command websocket now derives an explicit same-origin HTTP Origin header for /api/agent/ws from the canonical Pulse base URL through internal/securityutil/websocket_origin.go, and the agent receiver must reject missing or cross-host origins before registration. Runtime command sockets therefore stay on the same fail-closed host/proxy continuity contract as the browser websocket path instead of accepting originless upgrades. That same receiver-owned admission path must also cap concurrent websocket connections per client IP before upgrade so one source cannot hold unbounded agent command sockets open. That same shared helper layer also now assumes the Pulse Mobile relay runtime credential reaches only the explicit backend-owned route inventory, so lifecycle-adjacent setup and install flows cannot accidentally widen the paired-device credential just by touching neighboring internal/api/ routes. The same shared API runtime now also exposes dedicated unified-resource timeline reads through internal/api/resources.go plus the bundled facet history read used by the drawer, but those query surfaces remain owned by the API and unified-resource contracts rather than by lifecycle continuity. Those timeline reads also accept governed filters for change kind, source type, and source adapter, and the underlying store owns the filtered counts so agent lifecycle routing still stays on canonical fleet-continuity ownership instead of re-deriving resource history locally. Those dedicated resource timeline and facet reads are also relationship-aware at the API boundary: lifecycle-adjacent fleet views may consume the direct plus relatedResources history returned by internal/api/resources.go, but they must not rebuild cross-resource timeline joins inside lifecycle-owned routes or change the direct-only store default used by other callers. The bundled facet read may also expose the selected resource's canonical capabilities and relationships for shared drawers, but lifecycle-adjacent surfaces must treat those fields as API/unified-resource facts rather than agent-lifecycle-owned install, approval, or topology state. Agent-host, Kubernetes, and runtime parentage exposed through ParentID must therefore enter shared drawers as facet relationships from internal/api/resources.go; lifecycle surfaces must not rederive those edges from agent install state, cluster names, or local fleet table grouping. That same shared internal/api/ boundary now also exposes a dedicated VM inventory export route for reporting. Fleet and install surfaces may coexist with that export, but internal/api/reporting_inventory_handlers.go and internal/api/router_routes_licensing.go remain API-owned reporting transport, not lifecycle-owned inventory or install behavior. That adjacent reporting transport now also includes a reporting catalog route whose nested VM inventory definition owns panel copy, performance report options, export title, column schema, and filename prefixes. Lifecycle- adjacent install and fleet surfaces may read those facts, but they must not redefine reporting or inventory schema locally. That catalog route is intentionally metadata-readable without the advanced_reporting feature gate so locked admin reporting shells can stay on the same API-owned definition before upsell; lifecycle-adjacent surfaces must not treat that metadata visibility as permission to execute paid report/export routes. That same API-owned performance-report definition also governs transport-side validation and attachment naming. Lifecycle-adjacent fleet surfaces may depend on those downloads, but they must treat allowed formats, multi-resource caps, optional metric/title support, default fallback range windows, attachment filename stems, and invalid-format validation copy as API-owned reporting contract rather than mirroring local constants. That adjacent export contract now also carries canonical Proxmox pool membership for each VM row. Lifecycle-adjacent install and fleet surfaces may reuse those current-state facts, but they must still treat the pool column as API-owned reporting data rather than introducing lifecycle-local guest inventory assembly. The same API serializer now also refreshes canonical identity and policy metadata through the shared unified-resource helper before it returns resource payloads, so lifecycle-adjacent links keep the same canonical metadata pass as the rest of the resource API instead of composing local attach wrappers. That same shared internal/api/ dependency now also keeps Patrol runtime availability explicit as API-owned state. Lifecycle-adjacent setup and install flows may touch the shared AI handler layer, but they must not collapse a blocked Patrol runtime back into generic healthy status just because the last successful summary snapshot was green. Invalid sourceAdapter values are rejected at the API boundary, so the fleet lane continues to consume only the canonical adapter set rather than introducing a broader compatibility escape hatch. That same API boundary now routes the kind, sourceType, and sourceAdapter query values through the shared unified-resource change filter parser, so the lifecycle lane keeps the transport contract aligned with the canonical resource-history model instead of rebuilding filter normalization locally. That same shared internal/api/ boundary now also keeps recovery payload platform vocabulary canonical at the transport edge. Lifecycle-adjacent surfaces that deep-link into recovery may still depend on those handlers, but they must treat response platform / platforms as API-owned fields and use legacy provider aliases only as compatibility fallback rather than reviving provider-shaped transport assumptions in fleet flows. That same lifecycle boundary also relies on canonical Kubernetes pod metrics targets. Pod-facing drawers may expose MetricsTarget.ResourceID only as the history lookup coordinate, but they must keep the prefixed k8s:<cluster>:pod:<uid> contract and let metrics-history handlers canonicalize any legacy bare pod ID back onto that key, otherwise pod detail history and workload summary cards split onto different timelines. The router now wires the tenant resource state provider during initial setup when a multi-tenant monitor is present, so tenant-scoped fleet pages do not trip a missing-provider 500 before the monitor has finished initializing. The dedicated profile client now also routes list, schema, and validation parsing through shared response helpers in frontend-modern/src/api/agentProfiles.ts, so profile transport stays aligned with the governed API contract instead of reintroducing local array or JSON parsing rules. That same lifecycle-owned install/profile surface now also keeps trial-start CTA orchestration out of ordinary authenticated self-hosted feature gates. Agent profile paywalls may describe the entitled lifecycle capability and link to neutral plan review, but they must not present direct trial-start copy inside the normal Settings flow or open-code startProTrial() branches in each lifecycle surface. Any paid handoff belongs to explicit plan, hosted, activation, recovery, or support contexts governed by presentation policy.

The owned backend API surfaces must preserve the exact-release installer fallback, canonical /api/auto-register behavior, and hosted org install-command contracts instead of leaving those guarantees implied by generic API ownership. Those shared auth/security helpers now also own the dedicated relay:mobile:access capability that backs Pulse Mobile pairing. Lifecycle- adjacent setup and install flows may depend on that helper layer, but they may only consume the server-owned minting route and the governed compatibility gates for the mobile runtime endpoints. They must not recreate broader AI-scoped mobile credentials or invent route-local scope exceptions. The governed backward-compatible route inventory behind that capability now includes the Patrol attention read and lifecycle-mutation routes, which supersede the legacy patrol findings routes the paired device already consumed. That inventory growth keeps an already-paired phone's credential working across server upgrades; it does not widen the mobile credential into general AI chat/execute scope ownership, and lifecycle-adjacent flows must not read it as license to mint broader-scoped device tokens. That same lifecycle-adjacent setup path now also depends on the hosted relay runtime helper inside internal/api/. Hosted Pulse Cloud tenants must not require an operator to visit Settings and manually PUT /api/settings/relay before Pulse Mobile pairing becomes possible. When hosted entitlements grant relay, the shared backend helper must auto-bootstrap the canonical relay runtime state that onboarding and relay-status reads consume, while still preserving explicit operator-owned disablement when a real relay config was already written. That same hosted setup boundary also depends on tenant browser sessions staying canonical after cloud handoff. Lifecycle-adjacent mobile pairing and hosted admin setup routes may run without local credentials configured, but shared internal/api/auth.go helpers must still honor a valid hosted pulse_session before any API-only token fallback or optional-auth anonymous fallback so operators can mint relay-mobile credentials and continue onboarding from the hosted runtime itself even after that tenant has already minted managed API tokens. That same lifecycle-adjacent hosted setup path now depends on AI bootstrap staying explicitly BYOK/local before the first settings write. Hosted operators may land in Chat, Patrol-backed setup hints, or AI-dependent remediation surfaces before anyone has visited AI Settings, but the shared internal/api/ hosted-AI helper must return the same unconfigured provider-setup state as self-hosted unless an explicit AI config exists. It must not fabricate installation activation, quickstart credits, or a quickstart-backed ai.enc from billing state. Historical quickstart grant fields may stay parseable in billing state for old files, but hosted setup and pairing must not treat them as active AI inventory while entitlement refresh rewrites lease-backed plan and capability data. That same shared entitlement refresh path must also keep hosted effective-org ownership canonical for lifecycle-adjacent routes: when pairing or relay-mobile bootstrap arrives scoped to a tenant org with no org-local lease, the refresh must target the instance-level default billing lease and evaluator instead of persisting a second empty tenant copy. Otherwise hosted pairing falls back to free-tier behavior even though the machine already carries the paid hosted lease. The same setup boundary also depends on canonical org-management privilege surviving the next step: once the request is scoped to a hosted tenant org, shared internal/api/security_setup_fix.go helpers must allow that org's owner/admin membership to exercise settings-bound pairing routes instead of requiring a separate configured local admin username that does not exist on hosted tenants. The same setup boundary also owns the dedicated relay-mobile bootstrap read: once the backend mints the server-owned Pulse Mobile credential, the QR, deep-link, and validation reads in internal/api/router_routes_ai_relay.go must accept that relay:mobile:access scope directly instead of demanding the broader settings-read privilege that the pairing token was never meant to carry. That same bootstrap dependency assumes the API-owned onboarding readiness gate remains authoritative. Lifecycle-adjacent setup must surface the backend 409 onboarding_not_ready diagnostics when relay registration, Remote Access, or the dedicated mobile credential is incomplete, rather than generating a partial QR/deep-link payload or retrying through broader settings-read credentials. That same adjacent internal/api/ reporting surface also keeps lifecycle- adjacent automation on the canonical time-window transport contract. Any setup, handoff, or scheduled lifecycle flow that triggers performance reports must treat reporting start/end values as optional RFC3339 fields owned by the API contract, with malformed or inverted ranges rejected as 400 invalid_time_range rather than silently drifting to a fallback window. Those same lifecycle-triggered reporting calls must also stay inside the API-owned metricType/title limits and the strict multi-report JSON body rules instead of assuming the backend will coerce malformed payloads into a best-effort report. When those lifecycle-adjacent calls fail validation, adjacent automation should rely on the API-owned error codes rather than message-text heuristics, because the backend contract owns the reporting validation classification. The API-backed platform onboarding surface now lives inside the shared Infrastructure workspace. InfrastructureSourceManager.tsx, connectionsTableModel.ts, InfrastructureWorkspace.tsx, infrastructureWorkspaceModel.ts, InfrastructureInstallerSection.tsx, useInfrastructureSettingsState.ts, useTrueNASSettingsPanelState.ts, useVMwareSettingsPanelState.ts, proxmoxSettingsModel.ts, useInfrastructureConfiguredNodesState.ts, and useInfrastructureDiscoveryRuntimeState.ts own the fallback install/direct/reporting operator flow, with InfrastructureSourceManager.tsx plus connectionsTableModel.ts as the canonical top-level infrastructure ledger and the governed add/edit modals as the API-backed add/edit surface. Operator-facing setup copy should use Add infrastructure and source-strategy language for the shared Infrastructure onboarding path (/settings/infrastructure?add=pick) rather than reviving the standalone PlatformConnectionsWorkspace.tsx shell or the old Platform connections label. That infrastructure destination now has one canonical mental model: configured infrastructure sources stay visible on the landing page as the primary objects the operator manages. The landing table is instance-first, not type-first: existing connections or agent-backed hosts render inside one platform-banded systems ledger, each platform section owns its own Add action, and the page does not fork back into a second monitored-systems ledger below. The default ledger prioritizes system identity, collection coverage, health/last activity, and actions; raw management addresses remain in the governed detail flow or an explicitly expanded cluster-member row. Cluster members are collapsed under an accurate node count by default so member rows cannot make the top-level connected-system count appear contradictory. Adding infrastructure therefore happens in two governed steps. The ?add=pick modal owns grouped source-type selection and may offer Detect API platform as a secondary utility. The ?add=detect modal owns probe-driven handoff into ConnectionEditor.tsx; its outer shell title and description must also use API-platform / management-API-endpoint language so operators do not mistake the probe for Unraid, Docker, or generic Pulse Agent host detection. Typed add routes jump straight into the matching credential or install body. The shared Settings sidebar still owns only the top-level Infrastructure destination; movement between landing, picker, detect flow, add form, and edit form belongs to explicit actions inside InfrastructureWorkspace.tsx, not extra sidebar entries or body-replacing workspace subtabs. That same landing/table contract now also owns collection-method phrasing. connectionsTableModel.ts, useConnectionsLedger.ts, and InfrastructureSourceManager.tsx must preserve the same plain-language collection identity (via platform API, via Pulse Agent, or via platform API and Pulse Agent) from the shared ledger contract. The compact landing may render its API / Agent / API + Agent badge beside the system name, with the full phrase available through accessible metadata and the detail flow, instead of spending a separate table column on collection method. Source badge class selection may use semantic gray treatment for API-only rows and typed non-gray tones for agent, probe, or combined sources, but the source identity remains the API/Agent/Probe label and subtitle from the shared ledger contract rather than a color-only cue. That same lifecycle-owned platform onboarding boundary must keep API-backed provider state operationally useful, not CRUD-only. useTrueNASSettingsPanelState.ts and useVMwareSettingsPanelState.ts must surface shared runtime health, poll cadence, discovered contribution summary, and canonical infrastructure / workloads / storage / recovery handoffs coming from the saved-connection APIs instead of falling back to provider-local inference or agent-first setup guidance. Saved-connection retests must use the server-owned test routes, must allow masked-secret continuity on edit, and must refresh the shared connection-summary state after a save or retest completes. A TrueNAS edit always sends the fingerprint field: a non-empty value updates the TLS pin and an explicit empty string clears a previously persisted pin. Omitting the field when the operator clears it would silently retain stale trust state and is outside the saved-connection lifecycle contract. frontend-modern/src/utils/clusterEndpointPresentation.ts and frontend-modern/src/utils/proxmoxSettingsPresentation.ts remain part of that same governed lifecycle surface, so endpoint reachability state, discovery-prefill defaults, and variant copy do not drift into card-local strings or prefill assembly. That same platform-onboarding boundary also defines the agent-optional rule for API-backed platforms. TrueNAS and VMware may surface Assistant control, diagnostics, configuration reads, and runtime insight through the backend-owned connection and polling path, but adjacent lifecycle flows must not start treating a unified-agent install as the required bootstrap for provider-backed operations. That same boundary also defines the only acceptable VMware phase-1 path: vCenter under the shared Infrastructure onboarding flow. Lifecycle-adjacent flows must not invent a VMware-only setup shell, direct-ESXi branch, or agent-first bootstrap story just because the runtime now has a live VMware connection panel and poller. That same platform-onboarding boundary also owns demo/mock continuity for API- backed settings surfaces. When /api/system/mock-mode is enabled, provider fixtures and their downstream infrastructure/workloads/storage/recovery handoffs must still read from internal/mock/fixture_graph.go, so operator-facing demos stay coherent across those adjacent product surfaces without a restart. That same lifecycle-owned platform-onboarding boundary also owns configured Proxmox, PBS, and PMG replacement continuity. Node update handlers must pass the current platform surface into monitored-system admission through the shared structured replacement selector so host or name edits preserve the intended slot without reintroducing lifecycle-local matcher closures or empty-estate fallbacks. That same shared router boundary must treat infrastructure summary chart normalization as summary-only presentation transport: long-range chart bucket shaping may improve operator-facing summary readability, but it must not be reused as lifecycle freshness, heartbeat, or enrollment-state authority. That same shared chart boundary may resolve provider-backed workload history through unified metrics targets, but emitted workload IDs must stay on the canonical /workloads row contract so lifecycle settings, reporting, and handoff surfaces never depend on provider-native metric keys. That same lifecycle-owned settings slice now also owns the shared VMware handoff framing. InfrastructureWorkspace.tsx, useInfrastructureSettingsState.ts, and useSettingsInfrastructurePanelProps.ts must surface VMware availability and connection counts from the same shared infrastructure settings state that owns the inline VMware credential flow itself, rather than letting adjacent setup surfaces grow a second VMware availability fetch or a VMware-only handoff path. That same infrastructure workspace boundary now also owns the first-run handoff copy for new operators. InfrastructureWorkspace.tsx must keep platform API inventory and Pulse Agent telemetry explicit in the shared workspace instead of leaving first-session guidance implicit in generic settings-shell prose or retreating to one provider's name or one onboarding mode as the primary story. That same first-run infrastructure handoff now also owns the instance-first add flow. InfrastructureSourcePicker.tsx must present grouped source types only after the operator deliberately clicks Add infrastructure, and ConnectionEditor.tsx must stay focused on detect-driven handoff and the selected type's form body instead of reviving a second top-level catalog. Product grouping belongs to the governed platform-support presentation helper, not lane-local card lists. Detect utility copy must stay provider-neutral and operationally plain, and returning from a chosen credential slot to detect must reset probe input and result state rather than reopening the editor with stale no-match or detected-product state already rendered. Render-order proof for that landing belongs to DOM-backed settings tests, not raw source-string position checks, so lifecycle ownership continues to guard the operator-visible order after reasonable component extraction or copy refactors. When that infrastructure workspace needs to redirect operators to the plan- owned self-hosted commercial surface for billing, license status, or paid feature activation, it must consume the settings-owned referral copy from frontend-modern/src/components/Settings/selfHostedBillingPresentation.ts instead of carrying workspace-local commercial guidance or reaching back into generic commercial presentation helpers from the hosted infrastructure route. Shared licensing routes under internal/api/ must not retain normal-product upgrade-metrics route names for compatibility. Lifecycle-adjacent settings and install flows must treat that route family as retired local commercial analytics, not as a reason to reintroduce default self-hosted upgrade prompts or local handoff event capture. That canonical /api/auto-register behavior now also includes hostname/IP continuity: reruns that arrive through a different canonical host form must reuse the same Pulse-managed node record and token instead of forking duplicate fleet entries. That same lifecycle contract also governs the runtime-side Proxmox setup host selection in internal/hostagent/proxmox_setup.go: an explicit report-IP override remains the highest-priority operator-provided endpoint, and otherwise the route-aware local IP used to reach Pulse is the preferred registration host. A resolvable system hostname remains an ordered fallback candidate, not the primary generated host, so Pulse can still select it when the server-side fingerprint probe proves that hostname is the correct reachable endpoint. The candidate list plus hostname/IP continuity is the canonical place for DNS continuity; runtime setup must not prefer a short hostname over the route-aware interface merely because local resolution succeeds. Heuristic local IP selection is only a fallback after the explicit override, route-aware IP, and resolvable-hostname candidate paths. That same Proxmox registration boundary must now also let Pulse choose from the agent's ordered candidate host list instead of blindly persisting the agent's first preference. Unified Agent setup must send canonical candidateHosts alongside the preferred host, and /api/auto-register must store the first candidate that Pulse can actually reach for fingerprint capture from its own network view so mixed-DNS and split-network installs do not register a host the server itself cannot use afterward. That same selection path must only persist VerifySSL=true when Pulse actually captured a certificate fingerprint for the selected host; if every candidate fingerprint probe fails, registration must fall back to the preferred normalized host with strict TLS disabled instead of pretending public-CA verification is now safe for a self-signed Proxmox node. Cluster-member Proxmox agents that match a non-primary endpoint of an existing cluster source are already registered for lifecycle purposes, even when the cluster source's primary connection is currently disconnected. Only the primary configured endpoint may drive disconnected-source repair and token rotation; a covered member endpoint must not rotate the cluster token just because it can reach /api/auto-register. A covered member's re-registration must still land its address: canonical auto-register matches the agent against cluster member endpoints (address identity against the candidate list first, then an unambiguous corosync node-name match) instead of creating a standalone instance for consolidation to fold back in and silently discard. The Pulse-verified selected host is adopted as that member's ClusterEndpoints[n].IPOverride (the durable field re-discovery preserves and polling prefers) together with the certificate fingerprint captured from that address; an admin-managed override absent from the agent's candidate list is preserved, mirroring the top-level stored-host preservation rule. The only credential writes a member match may perform are a same-token-identity secret refresh (the agent rotates its own token in place on reinstall, so the stored secret is already invalid) and full token promotion onto a cluster source that has no credentials at all; a member's distinct per-node token must never replace working cluster credentials. That same canonical behavior also includes one auth transport for Proxmox completion: runtime-side Unified Agent and script callers must send /api/auto-register authentication through a one-time setup token in the request-body authToken field instead of keeping either a header-auth compatibility path or a long-lived admin-token completion path alive. That same first-session lifecycle boundary also owns bootstrap-token recovery: the supported operator path is pulse bootstrap-token, and the runtime may not keep .bootstrap_token as an unstructured plaintext secret file after startup. Canonical persistence must encrypt the bootstrap token at rest and rewrite any legacy plaintext bootstrap-token file immediately into the encrypted canonical format on load. Automatic startup logs may surface the token file path for local recovery, but they must never print the bootstrap token value itself into stdout, systemd journal, Docker logs, or Kubernetes pod logs. The validation endpoint for that same bootstrap token must also rate-limit per client and return an explicit Retry-After backoff instead of offering an unbounded brute-force surface during first-run setup. That same deploy/install runtime boundary also owns peer-node SSH trust. internal/hostagent/commands_deploy.go must resolve and persist peer host keys through the managed ssh_known_hosts store before any automated deploy fan-out writes a bootstrap token or runs the installer on a remote node, keep StrictHostKeyChecking=yes, and fail closed on key mismatch or missing-host- key state instead of downgrading to unauthenticated SSH during install. That same boundary also owns least-privilege peer deploy execution: when operators configure a non-root SSH user for deploy fan-out, privileged token write and install steps must escalate through non-interactive sudo on the remote node instead of hard-coding root@ for every SSH hop or silently falling back to a second unaudited privilege path. That same transport boundary also keeps plaintext Pulse URLs local/private. pkg/securityutil/httpurl.go, surfaced internally through internal/securityutil/httpurl.go, owns the canonical Pulse transport normalization used by internal/hostagent/agent.go, internal/hostagent/commands.go, internal/agentupdate/update.go, internal/dockeragent/agent.go, internal/kubernetesagent/agent.go, and internal/remoteconfig/client.go. Those runtime clients may keep self-hosted http:// or ws:// only for loopback, private/link-local IP, carrier-grade NAT 100.64.0.0/10, single-label, or local DNS Pulse origins; public remote Pulse URLs must still use HTTPS/WSS. For dotted local DNS Pulse origins, the validator must either recognize the name as an operator-local namespace or resolve it and require every returned address to remain loopback, private/link-local, or carrier-grade NAT; mixed public and local resolution must fail closed to HTTPS/WSS. InsecureSkipVerify may relax certificate verification on TLS transport; it must not reopen public plaintext HTTP for updater, websocket, reporting, or remote-config paths. That same first-run lifecycle boundary also keeps unauthenticated setup local. Lifecycle-adjacent quick setup or recovery entrypoints may exist before an operator has configured auth, but they must stay direct-loopback only and any recovery token/session path must stay bound to the generating localhost client instead of reopening auth for all loopback callers. That same shared internal/api/ lifecycle boundary also assumes tenant-scoped resource helpers stay on canonical unified-resource seeds: adjacent fleet and install surfaces may not revive raw tenant StateSnapshot fallback through shared API resource wiring once UnifiedResourceSnapshotForTenant exists. That same shared internal/api/ dependency now also includes the monitored-system ledger support read: lifecycle-adjacent inventory and billing surfaces may show the counted monitored systems coming from agent-backed infrastructure, but the shared API helper must expose the canonical unified-resource grouping explanation instead of rebuilding count reasons from install or registration state. That shared ledger read must also preserve canonical grouped system status, including warning, so lifecycle-adjacent operator surfaces do not mislabel live agent-backed infrastructure as Unknown when the unified-resource layer already resolved a governed degraded state. That same ledger read now also carries backend-owned status explanation copy, and lifecycle-adjacent details must render it beside the counting rationale so operators can interpret warning, offline, and unknown states without inventing local status semantics. Those status details are now structured as well: lifecycle-adjacent consumers must preserve the canonical reason list from the ledger read so operators can see which grouped source or surface degraded and its canonical reported_at timestamp, instead of only seeing a generic warning/offline paragraph. That same ledger read also treats the canonical latest_included_signal object as the freshest included grouped observation. Lifecycle-adjacent consumers must not label it with generic single-source health wording, and should use the canonical object when they need attribution for which grouped surface reported most recently. Retired flat alias fields must not reappear as parallel lifecycle signal inputs or contract language. Lifecycle-adjacent workspace copy must also keep the same commercial framing: infrastructure operations may point operators to Plans for billing, but it must describe that boundary in license-status and unlocked-capability terms rather than reviving monitored-system plan limits, legacy agent-allocation language, or treating the entire destination as the Pulse Pro tier page. That same direct-workspace boundary now also owns the shared customer-facing error copy for discovery and configured-node actions through frontend-modern/src/utils/infrastructureSettingsPresentation.ts, so direct Proxmox settings mutations do not drift back to inline toast text inside the runtime hooks. That same fleet lifecycle boundary now also owns the shared capability, status, and inventory presentation helpers that those settings surfaces reuse. frontend-modern/src/utils/agentCapabilityPresentation.ts, frontend-modern/src/utils/agentProfileSuggestionPresentation.ts, frontend-modern/src/utils/configuredNodeCapabilityPresentation.ts, frontend-modern/src/utils/configuredNodeStatusPresentation.ts, frontend-modern/src/utils/unifiedAgentInventoryPresentation.ts, and frontend-modern/src/utils/unifiedAgentStatusPresentation.ts are the canonical owners for agent capability badges, profile suggestion formatting, configured-node capability/status badges, monitoring-stopped inventory copy, and unified-agent status labels. Lifecycle-adjacent settings and inventory surfaces should extend those helpers instead of reintroducing inline fleet semantics in panels, workspace models, or reporting hooks. That same boundary now also assumes canonical resource payloads preserve shared facet totals through facetCounts, so the resource list and detail surfaces can keep row summaries aligned without re-inferring totals from consumer-local slices. That same shared facet bundle now also carries grouped recentChangeKinds counts by canonical change kind, so the lifecycle-adjacent detail surfaces can report restart, anomaly, and other timeline distribution without rebuilding timeline math in the browser. That same shared facet bundle now also carries grouped recentChangeSourceTypes counts by canonical source type, so the lifecycle-adjacent detail surfaces can distinguish platform events, pulse diffs, heuristics, user actions, and agent actions without re-inferencing the provenance mix in the browser. That same shared facet bundle now also carries grouped recentChangeSourceAdapters counts by canonical source adapter, so the lifecycle-adjacent detail surfaces can distinguish Docker, Proxmox, TrueNAS, and ops-helper provenance without re-inferencing the integration mix in the browser. Timeline entries surfaced through that same boundary also preserve relatedResources correlation context for non-relationship changes, so adjacent fleet and install surfaces can link the affected neighbors without trying to reconstruct correlation context from the raw resource payload alone. That same shared internal/api/ boundary now also assumes tenant AI services stay on canonical Patrol runtime wiring: adjacent fleet and install surfaces must not revive tenant snapshot-provider bridges through shared AI handler setup once Patrol can initialize from tenant ReadState and unified-resource providers directly. That same boundary now also assumes the Patrol-backed recent-changes API surface reads through the canonical intelligence facade first, so adjacent fleet and install surfaces do not bypass the shared unified timeline through the old detector-only handler path. The Patrol-backed correlation API surface must follow the same canonical intelligence-facade path, so fleet and install surfaces do not need to know about the detector directly when they render learned relationship context. That same canonical /api/auto-register response must stay on one completion truth: caller-supplied Proxmox credentials complete registration with a direct-use action, and the runtime no longer preserves a dead pending-secret placeholder state. That same response must also stay truthful about lifecycle state: it may not claim the node is already registered successfully while local token creation is still outstanding. That same first-hop lifecycle boundary must validate that response shape instead of trusting HTTP success alone: runtime-side Unified Agent and installer callers must require the canonical status="success" plus action="use_token" response contract before treating registration as complete. That same canonical response contract must also carry the runtime-owned identity truth back to those callers: type, source, normalized host, and matching nodeId/nodeName must describe the resolved stored node record, and installer/runtime-side Unified Agent success reporting must use that returned canonical node identity instead of the caller's pre-registration serverName. The canonical /api/auto-register response must preserve canonical node identity: nodeId must carry the resolved stored node name rather than the raw host URL or requested serverName, so every live registration caller stays aligned with saved fleet state. That same /api/auto-register boundary must also preserve canonical live-event identity: the node_auto_registered WebSocket payload must emit the normalized stored host plus the resolved stored node name in name, nodeId, and nodeName, rather than broadcasting raw request fields that can drift from the saved node record. That same runtime-side Unified Agent boundary also owns one canonical ingest name through internal/api/agent_ingest.go and internal/api/router*.go: the primary runtime surface is the Unified Agent report/config boundary, while the /api/agents/host/* routes remain compatibility aliases only and may not re-emerge as the primary lifecycle concept in router state, handlers, or proofs. The remote-config side of that same Unified Agent boundary now also carries a backend-owned desired-config fingerprint. Monitor.GetHostAgentConfig must compute the metadata after profile settings and command enablement decisions have been merged. /api/agents/agent/{id}/config must keep the existing config signature backward-compatible with installed agents by signing the legacy canonical payload shape only; newer clients validate desiredConfig by recomputing it from the signed command decision and signed settings payload, restricted to the agent-applied settings key schema. Broader applied-state reporting remains the next contract gap for managed config: until the runtime report carries a comparable applied config fingerprint for an assigned managed desired config, /api/connections must surface that desired config metadata as pending or unknown and must not claim rollout convergence from host report fields such as commandsEnabled or diskExclude. The empty default desired config is different: it may be signed and served for compatibility, but without a managed command decision or agent-applied setting it is not a rollout and must project as configDrift: not-applicable with a current applied rollout. Command policy follows the same lifecycle truth boundary: the server desired command setting is not applied runtime truth until a current agent report confirms it. /api/connections must expose desired command policy, applied agent truth, effective enforcement, and bounded reason separately so lifecycle surfaces can show desired-disabled/applied-enabled and desired-enabled/applied-disabled as drift or attention, and no-report cases as pending or unknown rather than in-sync. That same canonical /api/auto-register path must also complete the live post-registration contract after persistence: it must trigger discovery refresh and emit the canonical node_auto_registered WebSocket payload instead of stopping at a backend-only save/response path. That same post-registration discovery update must keep structured error ownership in discovery runtime state: lifecycle handlers may broadcast the deprecated string errors list only as a compatibility field derived from canonical structured_errors, not as a second live discovery owner path. That same canonical /api/auto-register path must also accept caller-supplied Proxmox token completion for confirmed runtime-side Unified Agent or script flows, so live registration surfaces stay on one governed completion contract instead of inventing a second explicit-token endpoint outside /api/auto-register. On the PVE side, only tokens that previously came back through a completed source="agent" or source="script" auto-register flow count as reusable confirmed credentials, so interrupted runs cannot harden a false use_token state from any non-canonical token placeholder. The canonical setup-script path must stamp that same source="script" marker on /api/auto-register payloads, and canonical registration callers must send that source explicitly, so confirmed script-created tokens stay distinguishable from agent-created tokens across later canonical reruns. That same canonical request contract must also reject any non-canonical source marker: /api/auto-register accepts only source="agent" and source="script" so v6 does not preserve arbitrary caller labels as a hidden compatibility surface. That same canonical request contract must also reject any non-canonical node type: /api/auto-register accepts only type="pve" and type="pbs" so unsupported runtime labels cannot slip through as fake successful fleet registrations. That same canonical request contract must also reject non-canonical token identities: /api/auto-register accepts only Pulse-managed pulse-monitor@{pve|pbs}!pulse-... token ids, so v6 does not preserve arbitrary, cross-type, or non-Pulse-managed token labels as successful registration state. That same canonical token identity must also stay deterministic across live callers: install.sh, generated setup scripts, and runtime-side Unified Agent-driven Proxmox registration must all create the same Pulse-managed pulse-<canonical-scope-slug> token name for a given Pulse endpoint instead of letting one caller drift into timestamp-suffixed or rerun-local token identities. The corresponding node setup modal owner is now an explicit shell-plus-sections surface: ConnectionEditor/CredentialSlots/NodeCredentialSlot.tsx composes NodeModalBasicInfoSection.tsx, NodeModalClusterMembersSection.tsx, NodeModalAuthenticationSection.tsx, NodeModalMonitoringSection.tsx, NodeModalStatusFooter.tsx, nodeModalModel.ts, and useNodeModalState.ts. The cluster members section is the canonical manual override surface for per-member connection addresses on an existing PVE cluster: it writes only ClusterEndpoints[n].IPOverride through the write-only clusterEndpointOverrides node update payload built by buildClusterEndpointOverridesPayload in nodeModalModel.ts (changed members only; blank clears), because discovered member Host and IP are rebuilt on every cluster re-discovery while IPOverride is preserved and preferred at poll time. Server-side agent re-registration adoption remains the automatic path for agent-managed members; this editor surface is the lifecycle path for members without an agent. The configured-nodes cache in useInfrastructureConfiguredNodesState.ts must mirror saved overrides onto its cached clusterEndpoints rather than spreading the write-only payload field onto node config state. That same node setup owner also includes frontend-modern/src/utils/nodeModalPresentation.ts, which now owns the canonical node-type defaults, endpoint/auth placeholders, monitoring coverage copy, and test-result styling for PVE, PBS, and PMG setup. For PBS connections, the monitoring section also owns the datastore collection scope editor beside the datastore and backup monitoring toggles. It must round-trip the stored excludeDatastores list, accept comma-separated exact or wildcard patterns, and submit the canonical collection without changing agent identity, credentials, registration, or connection lifecycle. That presentation layer remains presentation-only for those API-managed Proxmox, PBS, and PMG connections. Lifecycle guidance in that settings surface may explain monitored-system grouping, but monitored-system volume caps are retired and must not reappear as a modal-local rule or exemption path. That same deterministic token-identity contract also applies to backend-owned turnkey Proxmox token creation: generated setup scripts and the password-based PBS add-node path must derive Pulse-managed token names from the canonical Pulse endpoint itself rather than request-local Host fallbacks, so loopback or proxy-facing admin requests cannot fork monitor-token identity for the same Pulse instance. That same generated setup-script path must now complete registration through the canonical /api/auto-register contract itself: locally created Proxmox tokens must be submitted directly on the canonical contract instead of diverging into a second registration shape. That same setup bootstrap surface must also keep canonical request handling aligned across /api/setup-script-url and /api/setup-script: unsupported node types may not drift into implicit PBS script generation, and the direct setup-script route must normalize the supplied host before emitting script text or rerun URLs so the bootstrap artifact and downloaded script stay on the same node identity. That same setup bootstrap surface must also stay owned by one backend bootstrap artifact builder: /api/setup-script-url response fields, setup-token hinting, download URLs, script filenames, and the generated script's rerun command must all derive from the same canonical bootstrap contract instead of being rebuilt as separate handler-local shell snippets. That same canonical request contract must also keep one-time setup-token auth on a single field: /api/auto-register accepts authToken as the governed request payload key and may not preserve a parallel setupCode alias. That same governed runtime path must also keep its active auth terminology on setup tokens instead of setup-code residue: config_setup_handlers.go, config_handlers.go, and their direct proofs must model the one-time credential as a setup token in runtime names, logs, and auth failure text. That same auth failure contract must also fail specifically on the canonical setup-token requirement: missing authToken input on /api/auto-register may not collapse back to a generic authentication message once the route is governed as setup-token-only. Shared router auth bypass for that setup-token route remains a handler-ownership mechanism only: lifecycle-adjacent routes may bypass global auth so they can return their route-specific setup-token failure, not so unauthenticated callers can fall through to a successful lifecycle mutation. That same canonical request contract must also keep field-validation failures specific: mismatched tokenId/tokenValue input may not collapse into generic missing-field output, and other missing canonical fields must return explicit Missing required canonical auto-register fields: ... guidance. That same owned setup and auto-register boundary participates in the canonical monitored-system grouping model without commercial volume admission. A new /api/auto-register completion may project whether it dedupes onto an existing top-level monitored system or creates a new one, but the lifecycle surface must not block API-backed monitoring on a self-hosted or hosted monitored-system cap. That grouping projection must come from the same canonical prospective monitored-system projection the runtime uses for final grouped counting. Auto-register may preview its own candidate, but it must not keep a lifecycle-local counter, drift on source priority, or treat missing grouping usage as a commercial admission state. The retired private monitored-system admission policy hook must not return as a lifecycle-local branch or exemption rule. When lifecycle-adjacent setup or support surfaces need to explain why a candidate would count or dedupe, they must consume the shared monitored-system ledger preview contract rather than rebuilding a second preview model from setup-local transport fields. frontend-modern/src/components/Settings/MonitoredSystemImpactPreview.tsx is the shared shell for that explanation inside platform-connections settings, so provider-specific panels must not fork their own monitored-system preview copy or inline projected-usage rendering. That shared shell must use neutral count-impact language for ordinary platform connection previews. Previews must not describe "capacity", finite policy failures, or raw current / limit quota math as the operator-facing mental model for monitoring. That same grouping readiness boundary assumes settled canonical usage, not the first non-nil monitor view. Lifecycle-owned setup or first-host surfaces may not display counted-system totals as final against a provider-owned supplemental platform such as TrueNAS or VMware until the monitor has both seen an initial baseline for every active connection and rebuilt the canonical store at or after that provider watermark. That same lifecycle-owned preview surface must keep provider save actions gated on a successful monitored-system grouping preview. TrueNAS and VMware settings may not create or update a connection while the preview is missing, loading, unavailable, or errored, and save-time backend races must reuse the same canonical unavailable presentation state instead of falling back to provider-local billing messages. That same lifecycle-adjacent request contract now also assumes canonical enablement defaults. New platform-connection preview/test/add payloads must inherit the provider default enabled=true when the field is omitted, while saved-connection preview/test/update payloads must preserve stored enablement unless the caller explicitly changes it, so setup surfaces do not accidentally preview an unchanged active connection as inactive just because JSON omitted a bool field. The VMware credential editor must also distinguish required-floor failure from optional enrichment degradation. When the canonical connection-test response is successful but degraded, the editor must keep the exact upstream diagnostic visible in a limited-data warning and identify the negotiated VI JSON release when available; it must not show the test as fully green or route the warning through the hard-failure presentation. That same validation contract must stay coherent across the public /api/auto-register route and the direct canonical handler path used by the same runtime surface, so Unified Agent/setup entry points do not inherit divergent messages for the same missing-field or token-pair failures. That same canonical caller contract must also require explicit node identity input from live callers: /api/auto-register may not synthesize serverName from host once installer, setup-script, and runtime-side Unified Agent callers all send the canonical field directly. That same canonical runtime path must also keep overlap and rerun continuity wording on the canonical /api/auto-register contract itself: active runtime messages and helpers may not preserve the deleted "secure auto-register" split when describing host-identity, DHCP-continuity, or in-place token-update matches. That same canonical runtime path must keep token-completion validation wording on the canonical contract too: incomplete tokenId/tokenValue payloads may not preserve deleted "secure token completion" wording in live handler messages. That same migration rule also applies to scripts/install.sh: installer-owned Proxmox auto-registration must keep local token creation in the installer, but submit the resulting token completion through the canonical /api/auto-register contract directly as the one supported completion path. That same shared scripts/install.sh boundary must also keep one canonical runtime-argument builder for the service and wrapper launch flags it persists. Token-bearing installs, token-file systemd installs, and wrapper-script launches may not each rebuild their own shell fragment for --url, --token, feature toggles, identity flags, or disk-exclude transport; they must all derive from the same installer-owned argument item list so lifecycle state does not drift by install path. That same install/setup boundary must also keep setup bootstrap metadata on one backend-owned artifact model. Proxmox setup-script downloads, rerun guidance, and /api/setup-script-url responses may not each carry mirrored local struct definitions for the same bootstrap fields. That same lifecycle shell transport must also keep one shared render owner for generated PVE and PBS setup scripts: the handler may validate inputs and choose the artifact, but the shell body itself must come from shared backend render helpers rather than an inline handler-local template engine. Those install and setup-command paths now also preserve the configured canonical PublicURL end to end when the admin session originates from the local frontend loopback, including the configured HTTPS scheme and path, so generated commands do not silently downgrade agent reachability to http://. That same backend install-command boundary must also normalize trailing slashes on canonical base URLs before composing installer asset paths or response snippets, so /api/agent-install-command and the container-runtime migration token path cannot drift onto //install.sh or slash-suffixed PULSE_URL values when PublicURL or AgentConnectURL is configured with a trailing /. That shared frontend install-command helper must also stay under explicit proof routing on both sides instead of relying only on downstream consumer coverage: changes in frontend-modern/src/utils/agentInstallCommand.ts must continue to carry the direct frontend-install-command-helper lifecycle proof together with the API-contract helper proof. That same shared diagnostics dependency must also preserve canonical fallback-reason continuity at the API boundary: when internal/api/diagnostics.go serializes monitoring memory-source breakdowns for lifecycle-adjacent diagnostics surfaces, legacy aliases and empty fallback-reason fields must still normalize onto the governed canonical reason contract instead of depending on monitor-owned snapshot accessors to have run first. Unified Linux agents carry memory evidence across this lifecycle boundary, but they do not own memory-source inference. A report with only total and free bytes must remain explicitly usage-unavailable because Linux MemFree excludes reclaimable page cache; a complete used/cache/free split or an explicit cache-aware usage remains trusted. Lifecycle transport, reconnect, and JSON reload must preserve UsageUnavailable, including known total capacity, without turning it into zero usage or an enrollment/freshness failure. That same shared diagnostics dependency now also assumes local commercial and onboarding analytics stay out of user diagnostics entirely: lifecycle-adjacent admin surfaces may consume operational diagnostics, but they must not restore self-hosted upgrade-metric summaries or infrastructure-onboarding analytics to internal/api/diagnostics.go or the settings diagnostics panel. The retired local commercial metrics reporting routes must stay absent from the normal product API and must not become lifecycle setup, install, or fleet-progress signals. Lifecycle-adjacent Docker and Podman module diagnostics are part of that same shared backend dependency. When internal/api/diagnostics.go emits module health notes for Docker and Podman, the copy must keep Infrastructure as the operator recovery surface and must not send users back to retired agent-management routes. Lifecycle-adjacent Docker / Podman management responses are part of that same shared backend dependency. When internal/api/docker_agents.go, internal/api/docker_metadata.go, or frontend-modern/src/api/monitoring.ts surface host removal, hide/unhide, pending uninstall, display-name, or metadata errors, the operator-facing copy must describe Docker / Podman modules or hosts rather than reviving generic container-runtime labels or a separate Docker product identity. That same shared internal/api/ dependency now also assumes auth persistence compatibility is handled as an explicit migration/import boundary: legacy raw-token sessions.json and csrf_tokens.json files may load for upgrade continuity, but session_store.go and csrf_store.go must immediately rewrite hashed canonical persistence during load instead of leaving raw-token files on the primary runtime path until a later save side effect happens to run. That same shared internal/api/ dependency also assumes ordinary self-hosted commercial-trial acquisition is retired: lifecycle-adjacent setup, install, and fleet surfaces must not expose direct trial CTAs or depend on POST /api/license/trial/start, and the normal router must fail that path as 404 without mutating entitlements. The retired /auth/trial-activate self-hosted callback must also stay absent from lifecycle retry and backoff behavior. Lifecycle-adjacent setup and install surfaces must also treat trial_eligible and trial_eligibility_reason as retired compatibility fields, not as prompt state or setup transport state. Legacy-named hosted entitlement verifier plumbing under shared internal/api/ is boundary-only commercial compatibility, not lifecycle setup state: agent-lifecycle surfaces may consume the resolved entitlement outcome, but must not treat TrialActivation* names or the retained PULSE_TRIAL_ACTIVATION_PUBLIC_KEY literal as permission to recreate trial acquisition, setup retry, or install-progress prompts. That same shared internal/api/ dependency also assumes session-carried OIDC refresh tokens stay fail-closed at rest: session_store.go may only persist or recover those tokens through encrypted-at-rest session payloads, and any missing-crypto or invalid-ciphertext path must drop the refresh token instead of leaving plaintext-at-rest session state on the lifecycle runtime path. That same shared internal/api/ dependency also assumes notification test handlers stay decode-and-delegate only: internal/api/notifications.go may surface adjacent operator test actions, but service-template selection and generic webhook-test payload fallback must remain notifications-owned instead of becoming a second API-layer owner under the shared helper surface. That same shared API boundary also assumes legacy service-specific webhook aliases are rewritten at ingress only: internal/api/notifications.go may accept compatibility keys like Pushover app_token / user_token, but it must return and forward only canonical token / user fields so agent- adjacent shared internal/api/ surfaces do not inherit a second live alias contract. That notification boundary also carries resource-tag routing configuration. internal/api/notifications.go may preserve and normalize tagFilter plus tagFilterMode for email and webhook destinations, but those fields remain notifications/alerts-owned delivery policy. They do not change agent enrollment, command targeting, lifecycle authority, or host identity. That same shared internal/api/ dependency now also assumes recovery-token persistence follows the same rule: raw recovery secrets may be minted for immediate operator use, but recovery_tokens.go must persist only token hashes and treat any legacy plaintext-token file as a one-time migration input that is rewritten immediately into hashed canonical persistence on load. That same shared internal/api/ dependency now also assumes those auth stores stay owned by the configured router data path: session, CSRF, and recovery-token runtime state may not silently bind themselves to hidden /etc/pulse fallback initialization or retain old-path state after a reconfiguration. That same shared internal/api/ dependency also assumes those auth stores tear down synchronously when lifecycle-adjacent routers or hosted runtimes are reconfigured: session and CSRF workers may not rely on best-effort background signals that can wedge teardown, block temp-path cleanup, or leave first- session and hosted handoff validation hanging behind a stale auth worker, and each router must retain the exact session, CSRF, and recovery-token workers it initialized so later global rebinds cannot orphan a live test or hosted-runtime data path. That same path-ownership rule also applies to bootstrap-token recovery and adjacent hosted billing side effects that share the internal/api/ boundary: CLI/bootstrap retrieval, webhook dedupe state, and customer-index persistence must all route through the shared runtime data-dir helper instead of carrying private /etc/pulse fallbacks in neighboring entry points. That same shared internal/api/ boundary also assumes manual auth env writes and first-session status reads resolve the .env path through the shared auth-path helper, so lifecycle-adjacent setup and password flows do not each reconstruct their own /etc/pulse/.env fallback logic. That same shared internal/api/ dependency also assumes config import reloads fail closed without panicking when optional runtime managers are absent. Lifecycle-adjacent setup, install, and restore flows may invoke the shared config-import path before every notification or monitoring manager is wired, but internal/api/config_export_import_handlers.go must still rebind the imported configuration without turning missing optional managers into a fatal reload path. The same proof boundary also owns deterministic first-run re-entry for the managed local backend: integration helpers may use the seeded runtime-state primary API token to call the dev-only /api/security/dev/reset-first-run route, but they may not recreate auth teardown by deleting files or rebuilding bootstrap state outside the canonical backend path. That same shared internal/api/ boundary also assumes generated developer warnings do not mis-teach the local runtime split: the embedded frontend notice under internal/api/DO_NOT_EDIT_FRONTEND_HERE.md may point operators to the shared backend on :7655 when explaining the proxy relationship, but it must keep the hot-reload browser entrypoint on http://127.0.0.1:5173 so lifecycle- adjacent setup and install guidance does not regress to the backend port. Those same lifecycle-adjacent setup and password flows must now also route .env writes through the shared writable auth-env helper instead of re-implementing config-path writes plus data-path fallback ordering inline. The same agent-lifecycle boundary now also fails closed on profile assignment: assigning an agent to a non-existent profile must return a not-found contract instead of persisting an orphan profile reference through the API. That same missing-profile assignment contract must survive the shared frontend control surface: frontend-modern/src/api/agentProfiles.ts must preserve the canonical missing-profile message for assignment 404s, and AgentProfilesPanel.tsx and InfrastructureInstallerSection.tsx must resync profile state after that rejection instead of flattening it into a generic assignment failure while leaving stale profile options visible. That same shared profile-management boundary must also fail closed on malformed list payloads: frontend-modern/src/api/agentProfiles.ts may not silently reinterpret non-array profile or assignment responses as an empty state, and useAgentProfilesPanelState.ts / InfrastructureInstallerSection.tsx must surface that load failure instead of pretending no profiles exist. That same shared profile-management boundary must also fail closed on malformed profile-object, suggestion, schema, and validation payloads: the shared agentProfiles client may not trust partial profile objects, malformed schema definitions, or malformed validation/suggestion bodies, and the profile editor plus suggestion modal must surface those canonical contract failures instead of flattening them into generic save/delete/schema/validation fallback copy. That same frontend profile-management boundary now keeps its render shell and runtime owner separate: AgentProfilesPanel.tsx is the surface shell, while useAgentProfilesPanelState.ts owns license gating, AI availability, profile load/save mutations, assignment resync, and modal form lifecycle so the panel does not carry a second inline controller. That same connected profile-assignment surface must also preserve canonical local operator identity for monitored systems. When governed resources such as PBS or PMG appear in the assignment list, the panel must keep the local instance label for ordering and row display instead of substituting governed summary text, so profile assignment remains instance-specific. Canonical Proxmox auto-register must also preserve the legacy DHCP continuity contract: when a node reruns registration from a new IP but presents the same canonical node name and deterministic Pulse-managed token identity, Pulse must update the existing node in place instead of duplicating it as a second inventory record. That same profile-management UI boundary must also stay on the direct agent-profiles-surface proof path, rather than relying only on the shared API client coverage to catch lifecycle drift in AgentProfilesPanel.tsx. That same profile-management presentation helper must also stay on that direct agent-profiles-surface proof path, rather than relying only on panel-level tests to catch lifecycle drift in frontend-modern/src/utils/agentProfilesPresentation.ts. Shared internal/api/ recovery transport helpers now also preserve normalized filter coherence across rollup, point-history, series, and facet views so agent-adjacent protected-resource drill-downs do not fork between protected items and history slices under the same active recovery filter set. That same shared internal/api/ recovery boundary must also preserve the canonical provider-neutral itemType filter and display contract. When agent-adjacent recovery data originates from Proxmox, Kubernetes, TrueNAS, or other platform-native subjects, the shared transport layer must normalize those source-specific labels onto the governed recovery item vocabulary before the UI route/filter state sees them, so lifecycle-adjacent drill-downs remain coherent across platforms instead of reintroducing Proxmox-native subject types as the de facto recovery model. That same shared recovery boundary now also treats platform as the canonical operator-facing filter query for lifecycle-adjacent drill-down links. Any legacy provider alias support must remain compatibility-only input behind the shared API/router layer rather than becoming the route shape lifecycle surfaces copy back out to operators. That same lifecycle-adjacent recovery drill-down boundary must also stay on canonical itemResourceId filter and payload vocabulary. When lifecycle surfaces deep-link into shared recovery handlers or consume recovery payloads, they should treat legacy subjectResourceId only as an API-layer compatibility alias rather than reviving it as the route or runtime model they expose. That same lifecycle-adjacent recovery drill-down boundary must also stay on canonical itemRef payload vocabulary. When lifecycle surfaces consume shared recovery point or rollup payloads, they should treat legacy subjectRef only as an API-layer compatibility alias rather than reviving it as the runtime item-reference model they expose back out to operators.

The updater/runtime surfaces must preserve the one-shot updated_from continuity handoff and the non-TLS continuity path for supported self-hosted installs, so upgrade-safe agent behavior does not drift between install, restart, and reconnect paths. The v5-to-v6 automatic migration boundary must name its first-hop trust model explicitly: an already-installed v5 pulse-agent may use its v5 updater to reach v6, but release readiness and operator docs must warn that this hop depends on HTTPS or trusted local-network transport until the v6 signature and downloaded-binary self-test protections are installed. High-assurance environments must be pointed at signed v6 installer reinstall instead of a plain-HTTP first hop. That same shared agent transport boundary must not force operators to choose between public-CA trust and blanket TLS disablement. cmd/pulse-agent/main.go, internal/hostagent/, internal/agentupdate/, and adjacent remote-config transport must accept a canonical pinned Pulse server certificate fingerprint for self-signed deployments, and that pin must flow through reporting, enrollment, command websocket, remote-config, and self-update transport instead of widening PULSE_INSECURE_SKIP_VERIFY into an all-path MITM carve-out. Release-grade updater continuity must also stay fail-closed on signed assets. When release builds embed trusted update signing keys through internal/updatesignature, internal/agentupdate/ and internal/dockeragent/ must require both X-Checksum-Sha256 and X-Signature-Ed25519, while installer-owned download flows must also require the matching base64-encoded X-Signature-SSHSIG, and internal/api/unified_agent.go must only serve published release installers and agent binaries from local or proxied assets that carry the matching detached signature sidecars. Target-version cache keys do not relax that trust boundary. A cache-keyed download must still pass the exact checksum, embedded-key Ed25519 signature, platform magic, downloaded-binary self-test, same-filesystem atomic replacement, and backup restoration rules before restart. The cache key is version selection metadata only and must never be treated as artifact integrity or downgrade authorization. That same self-update pre-flight must keep the live agent token out of process argv. internal/agentupdate/update.go and legacy internal/dockeragent/self_update.go may pass a short-lived 0600 token file into cmd/pulse-agent/main.go --self-test --token-file, but they must not revive --token <secret> argument passing that exposes the runtime credential through /proc/*/cmdline. That same unified-agent runtime boundary also owns vendor-aware host identity. When gopsutil reports generic Linux platform fields on NAS appliances, internal/hostagent/ must prefer canonical platform files such as Synology DSM or QNAP QTS/QuTS version manifests before the first report is built, so downstream monitoring and alerting do not depend on hostname or display-name heuristics to infer the real vendor OS. Proxmox VE host identity follows the same vendor-aware rule: when /etc/pve, pveversion, or Proxmox package metadata proves the host is PVE, internal/hostagent/ must report Proxmox VE plus the PVE product version when available, while preserving the underlying Linux runtime platform for runtime/platform-normalization decisions. That same runtime continuity must stay on direct lifecycle proof routes too: changes under internal/hostagent/ must continue to carry the explicit unified-agent-runtime proof, and changes under internal/agentupdate/ must continue to carry the explicit agent-update-runtime proof, instead of relying on broad owned-prefix coverage to catch lifecycle regressions in the Unified Agent runtime and updater boundaries.

The settings/profile surfaces must keep unified v6 agent identity and profile assignment behavior canonical, rather than falling back to host-era or module-local assumptions. That includes copied shell install and upgrade commands in the unified settings surface: privilege-escalation wrappers must preserve the full installer argument list exactly, so selecting target profile, token, and command-execution flags cannot be dropped at the last clipboard hop. That same target-profile continuity must hold for PowerShell transport as well: when the selected profile enables Proxmox mode, copied Windows install commands must preserve both PULSE_ENABLE_PROXMOX and PULSE_PROXMOX_TYPE, and scripts/install.ps1 must persist those flags into the managed service arguments instead of silently collapsing back to generic host monitoring. The same lifecycle ownership now also covers manual node setup command presentation in the extracted node setup surface (ConnectionEditor/CredentialSlots/NodeCredentialSlot.tsx, NodeModalSetupGuideSection.tsx, nodeModalModel.ts, and useNodeModalState.ts): the copied PVE permission snippet must stay aligned with the canonical backend setup script, including comma-joined privilege transport and non-destructive PulseMonitor role updates, instead of shipping a stale local fork. PVE 9+ guest-agent privileges VM.GuestAgent.Audit and VM.GuestAgent.FileRead are the primary setup contract; legacy VM.Monitor may appear only as the PVE 8 fallback when the guest-agent privilege probe is unavailable. That same node setup modal owner must also route Proxmox agent-install command generation through the canonical NodesAPI.getAgentInstallCommand client for both PVE and PBS, instead of mixing client-mediated and ad hoc raw POST transport for the same backend lifecycle command surface. That same settings surface must consume the shared validated response uniformly for both node types, surfacing canonical install-command errors inline instead of collapsing one pane back to generic notification-only failure. That same node setup modal owner must also route Proxmox quick-setup command generation and manual setup-script download through canonical NodesAPI helpers for both PVE and PBS, preserving the shared setup-token and expiry contract instead of letting one node type drift onto a raw fetch-only path. That same node setup modal owner must also stay on the direct node-setup-settings-surface proof path across ConnectionEditor/CredentialSlots/NodeCredentialSlot.tsx, NodeModalAuthenticationSection.tsx, NodeModalBasicInfoSection.tsx, NodeModalMonitoringSection.tsx, NodeModalSetupGuideSection.tsx, NodeModalStatusFooter.tsx, nodeModalModel.ts, and useNodeModalState.ts, rather than relying only on broad lane ownership or downstream command tests to catch lifecycle drift in the settings surface. Candidate-sourced PVE/PBS/PMG node setup is part of that same node setup owner. When a connection originates from Discovery or the API platform probe, InfrastructureWorkspace.tsx must pass the candidate into NodeCredentialSlot.tsx, infrastructureImportPlanModel.ts must derive the endpoint, identity, credential path, collection scope, monitored-system preview request, and reset signature, and the setup surface must require explicit operator approval before any assisted setup command, downloaded setup script, manual token command copy, or manual save can proceed. Direct type-first adds with no candidate remain normal credential entry and must not fabricate an import plan. That same Proxmox lifecycle transport now explicitly includes the shared frontend-modern/src/api/nodes.ts client boundary itself: changes to setup command or install-command request transport must carry both lifecycle proof and the shared API contract instead of staying implicit behind downstream consumer tests alone. That same lifecycle ownership also covers the setup completion preview's copied Unix install handoff in SetupCompletionPanel: the first-session install snippet must use the same shell-safe URL/token quoting, curl -fsSL failure behavior, and root-or-sudo privilege wrapper contract as the governed unified install surface instead of carrying a stale inline transport variant. That same setup-completion install transport must also preserve the canonical plain-HTTP continuity rule: when the configured Pulse URL is http://, the copied Unix install command must carry --insecure through the shared host install command builder instead of bypassing the lifecycle transport contract with local inline shell assembly. That same Unix install-command contract also governs backend-generated Proxmox install transport in internal/api/agent_install_command_shared.go: the canonical /api/agent-install-command and hosted Proxmox install-command surfaces must emit the same root-or-sudo privilege wrapper already required by the shared frontend Unix builder, instead of returning a raw | bash -s -- pipeline that drifts from the lane's governed install shape. The same lifecycle shell-transport contract also applies to the diagnostics container-runtime migration install command in internal/api/router.go: that response defaults to the native Unified Agent's host plus Docker modules, emits the canonical --enable-host flag, and uses a token scoped for host report/configuration continuity as well as Docker reports. An explicit enableHost:false request keeps the intentional workload-only path, the canonical --enable-host=false flag, and Docker-report-only token scope. Both modes must retain the governed root-or-sudo wrapper rather than falling back to the stale --disable-host alias or a raw curl | sudo bash pipe that drifts from the managed install surface. The Settings Docker / Podman install profile and the legacy scripts/install-container-agent.sh compatibility wrapper follow that same default: selecting Docker monitoring enables the Docker module without silently disabling the host module. Workload-only operation remains an explicit --enable-host=false choice through the canonical installer. That same diagnostics migration command must stay on the shared backend install-command helper path in internal/api/agent_install_command_shared.go, rather than rebuilding a local shell formatter in router.go, so optional token omission, plain-HTTP --insecure, trailing-slash normalization, and the governed privilege wrapper stay aligned with the rest of the lifecycle install surface. That same lifecycle shell transport also governs the quick setup command returned by /api/setup-script-url: config_setup_handlers.go must emit a shell-quoted curl -fsSL fetch for the generated setup script, and the token-bearing and tokenless variants must come through a shared helper instead of open-coding a stale curl -sSL pipeline in the handler. That same bootstrap route must also stay on one canonical request shape: /api/setup-script-url accepts a single JSON object with only the supported request fields, and the handler must fail closed on unknown fields or trailing JSON instead of tolerating typo-compatible or concatenated payloads. That same request contract also keeps backup-permission semantics explicit: backup_perms / backupPerms is a PVE-only bootstrap option, and both /api/setup-script and /api/setup-script-url must reject it for PBS instead of quietly carrying a no-op flag through the canonical setup surface. That same bootstrap request boundary must stay canonical on host identity too: /api/setup-script no longer generates placeholder-host scripts for later repair, and both setup routes must reject missing host input instead of minting artifacts that can only fail closed after download. That same request boundary must stay canonical on Pulse identity too: /api/setup-script no longer reconstructs pulse_url from the request-local origin, and both setup routes must require the explicit canonical Pulse URL that the rest of the bootstrap envelope already carries through url, command*, and downstream auto-register state. That same bootstrap boundary must now also stay canonical on identity: the request must carry a supported type and non-empty host, the backend must normalize that host before minting the one-time setup token, and both installer-owned and runtime-side Unified Agent callers must validate the returned bootstrap type, normalized host, and live expires metadata before they trust the returned setupToken. That consumer-side validation must fail closed on already-expired bootstrap responses rather than treating any non-empty expires field as usable. That same /api/setup-script-url request boundary must also stay truthful about auth: setup tokens only bootstrap the later /api/setup-script and /api/auto-register flows, while the setup-script-url request itself remains a normal authenticated request once Pulse auth exists. Those same installer-owned and runtime-side Unified Agent callers must also require the full canonical bootstrap artifact, including token-bearing downloadURL and masked tokenHint, so they do not keep accepting an older reduced setup-token response shape after the runtime and shared settings client have moved to the full envelope. The shared settings/frontend consumer in frontend-modern/src/api/nodes.ts must stay on that same canonical bootstrap contract too, normalizing and validating the returned setup-script-url identity fields instead of exposing a raw JSON passthrough to NodeModal and related quick-setup surfaces. That shared frontend consumer must also reject already-expired setup-script-url responses instead of treating any positive expires value as sufficient, and it must validate the returned setupToken without retaining that raw secret beyond the shared client boundary. The extracted node setup modal owner must then consume that canonicalized response directly, including copying the token-bearing commandWithEnv field while rendering the non-executable credentialed-command readiness state instead of rendering the tokenless commandWithoutEnv shell command as if it were runnable or re-interpreting the bootstrap payload through local nullable fallbacks. Operator-facing quick-setup display must also stay on the runtime-owned token boundary: the shared frontend client must require masked tokenHint, and the extracted node setup modal owner must render that hint rather than the full returned setupToken once the bootstrap artifact itself already carries the live secret. That non-executable readiness contract applies to both the PVE and PBS quick-setup panes; the settings surface may not render either the token-bearing command or a tokenless lookalike command after bootstrap generation. Operator guidance on those panes must stay truthful too: once the visible UI only shows a masked hint, copy-success text may not instruct the operator to paste a token "shown below" and must instead state that the copied command already embeds the one-time setup token. The same settings quick-setup surface must also trim and validate the Endpoint URL before manual setup-script download, so download and copy paths stay on the same canonical host-input contract. That same manual download path must also stay on one shell-script artifact contract: /api/setup-script responses must ship with canonical text/x-shellscript attachment headers and deterministic pulse-setup-*.sh filenames, while frontend-modern/src/api/nodes.ts and the extracted node setup modal owner must validate and use the returned content type and filename instead of inventing local text/plain download metadata. Manual download must also stay non-interactive without re-exposing raw setup tokens in UI state: /api/setup-script-url must return a dedicated token-bearing downloadURL, and the shared frontend client plus the extracted node setup modal owner must use that runtime-owned download artifact instead of fetching the plain script url and then relying on a separately displayed token value. That same settings quick-setup surface must also treat /api/setup-script-url as one canonical bootstrap artifact per active host/type/mode: copy and manual download must reuse the returned url, downloadURL, scriptFileName, commandWithEnv, tokenHint, and expires until the artifact expires or the operator changes the endpoint, instead of re-fetching and rebuilding a second local download path or caching the raw setup token past the shared frontend client. That same public/operator guidance must also describe that canonical bootstrap artifact truthfully: API docs and Proxmox/PBS setup guides may not fall back to stale raw curl -sSL ... | bash examples or omit the returned bootstrap artifact fields once the runtime and settings surfaces are contractually using url, scriptFileName, command*, setupToken, and expires. That same bootstrap response boundary must also own the setup-script filename before download happens: /api/setup-script-url must return the canonical scriptFileName, and the settings quick-setup surface must use that runtime metadata for operator guidance instead of hardcoded PVE/PBS script names that can drift from the downloaded artifact. That same setup-token bootstrap response must also stay coherent for the non-frontend consumers: the runtime-side Unified Agent and installer Proxmox registration must reject missing or mismatched canonical url, scriptFileName, command, commandWithEnv, and commandWithoutEnv fields instead of consuming /api/setup-script-url as a token-only response. That same quick-setup transport must also preserve the governed root-or-sudo continuity used by the install surface: /api/setup-script-url commands must execute bash directly when already root and fall back to sudo otherwise, including preserving PULSE_SETUP_TOKEN through the sudo path instead of assuming operators are already in a root shell. That same transport rule also applies to the generated PVE and PBS setup scripts themselves: operator-facing retry and off-host rerun guidance printed by HandleSetupScript must advertise the same fail-fast curl -fsSL fetch shape instead of drifting back to stale curl -sSL examples inside the script body. That embedded guidance must preserve the same root-or-sudo continuity too, so the script body does not hand operators a direct-root-only retry command after the API response itself already supports both execution paths. That same retry guidance must also preserve PULSE_SETUP_TOKEN continuity through both the direct-root and sudo paths, so reruns from the generated PVE and PBS setup scripts stay on the same non-interactive setup-token contract instead of silently falling back to an interactive prompt. That same rerun-token contract must also hydrate PULSE_SETUP_TOKEN from any embedded setup token before the script prints rerun guidance, so generated PVE/PBS scripts issued with canonical setup_token transport do not drop back to prompt mode on the next hop. That same setup-script bootstrap boundary must keep one token name end to end: /api/setup-script accepts only the canonical setup_token query when a token is embedded into the script payload, and the rendered PVE/PBS script body uses only PULSE_SETUP_TOKEN instead of lane-local alias variables. The same generated PVE setup-script boundary must also preserve cleanup continuity for discovered legacy tokens: when the script offers to remove old Pulse tokens from the same server scope, it must iterate the actual discovered pve and pam token lists instead of falling through an undefined placeholder loop variable that turns cleanup into a no-op. That discovery path must also reuse the canonical Pulse-managed token prefix for the active Pulse URL, while still matching legacy timestamp-suffixed variants, instead of rebuilding a lane-local IP-pattern guess that drifts from buildPulseMonitorTokenName. The generated PBS setup-script boundary must preserve that same cleanup discovery contract instead of keeping a separate IP-pattern matcher for old token cleanup. The same generated PVE setup-script boundary must also preserve Proxmox-managed /root/.ssh/authorized_keys symlinks when lifecycle setup or removal touches Pulse-managed temperature-monitoring SSH keys: scripts must resolve the real authorized-keys target before filtering # pulse- entries and must use that resolved path for both install and uninstall edits. That same generated PVE setup-script boundary also owns the forced-command shape for temperature-monitoring SSH keys: new keys must execute the Pulse-owned /usr/local/sbin/pulse-sensors wrapper, not raw sensors -j, so lifecycle setup can collect CPU sensor data and SMART disk temperatures through one bounded JSON payload while preserving old forced-key compatibility in the runtime collector. That wrapper must mirror the host-agent Linux SMART probe fallback for direct SATA/SAT-style disks by retrying explicit -d sat and -d scsi before reporting an active disk with no temperature. That same generated setup-script boundary must also use exact token-name matching when it decides whether to rotate an existing Pulse-managed token, so reruns do not treat partial-name collisions as the canonical managed token. The generated PBS setup-script branch must also keep token-copy guidance truthful: it may only print the one-time token-copy banner after token creation has actually succeeded, not ahead of a failure path that produced no token. That same generated PBS setup-script branch must also keep auto-register attempt guidance truthful: it may only print the attempt banner on the real request path, after token-availability and setup-token gating are resolved, rather than before a skip branch that never sends a registration request. That same rerun path must also preserve the backend-owned encoded setup-script request URL: embedded SETUP_SCRIPT_URL values in generated setup scripts must keep the canonical host, pulse_url, and backup_perms query contract instead of rebuilding a lossy raw query string inside the shell. That same off-host fallback path must not invent a second manual token-creation workflow either: when the script is run outside a Proxmox host, it must direct the operator back to rerun on the host through the canonical generated command instead of teaching a separate pveum + Pulse Settings flow that can drift from the backend-owned lifecycle contract. That same runtime boundary must also preserve canonical privilege guidance when the script is launched directly: generated setup scripts may not fall back to the stale "Please run this script as root" wording, and must instead use the same root requirement language already carried by the governed retry wrapper. That same manual-follow-up surface must also preserve one canonical token placeholder contract across its adjacent branches: generated PVE and PBS setup scripts may not drift between "[See above]", "Check the output above...", and other local variants when the token value is only available in prior output. That same completion boundary must also preserve one canonical success message across generated PVE and PBS setup scripts, so identical successful auto-register outcomes do not surface different node-type-specific wording for the same finished lifecycle state. That same auto-register boundary must also fail closed when token extraction fails after token creation: generated PVE and PBS setup scripts may not continue into prompt or request assembly with an empty token value, and must instead stop on the canonical "token value unavailable" branch before any registration attempt is formed. That same PBS auto-register path must also report skipped states truthfully: when setup-token input is absent or token extraction never produced a usable secret, the script may not relabel that skip as a failed request before success confirmation. The generated PVE and PBS setup scripts must also fail closed on auto-register success detection: their runtime branch may only treat a response as successful when it contains an explicit success:true signal, rather than any broad success substring match that could misclassify success:false payloads as a completed registration. That same auto-register path must also fail closed on HTTP and transport errors: the generated scripts must use fail-fast curl -fsS transport and gate success parsing on a successful curl exit code instead of interpreting arbitrary error output as a registrable response body. That same generated setup-script boundary must also preserve setup-token messaging continuity: when auto-register authentication fails, operator guidance must point back to the one-time Pulse setup token flow rather than telling the user to provide or validate an API token that this script path no longer uses. That same auth-failure guidance must also stay truthful once the generated setup script has already sent a registration request: it may not branch back into a missing-token explanation after the request path proves a setup token was present, and must instead direct the operator to mint a fresh setup token from Pulse Settings → Nodes and rerun. That same auth-failure state must also block the later manual-details footer, so the script does not immediately contradict itself by offering manual completion with the current token details. That same completion boundary must also preserve outcome truth: generated PVE and PBS setup scripts may only claim successful Pulse registration when auto-register actually succeeded, and must otherwise present the result as token setup plus manual registration follow-up instead of announcing a false successful onboarding state. That same manual-follow-up path must also stay on the canonical node-add contract: generated setup scripts may not redirect operators onto a stale secondary registration-token rerun flow, and must instead point them to finish registration with the emitted token details in Pulse Settings → Nodes. That same manual-follow-up path must also keep its failure summary on that canonical node-add contract: generated setup scripts may not fall back to vague "manual configuration may be needed" copy when the emitted token details already define the exact Pulse Settings → Nodes completion path. That same manual-follow-up path must also preserve the canonical node host identity already in scope for the script, rather than falling back to a stale placeholder host string that forces the operator to reconstruct the node address by hand. That same host continuity rule applies to PBS as well: generated setup scripts may not replace the requested canonical PBS host with runtime-local interface discovery in the manual-add footer, because DHCP or multi-NIC nodes can make that fallback diverge from the host the operator actually intended to register. That same PBS host continuity must survive auth-skip and token-skip fallback branches too: the generated script must bind the canonical PBS host before any auto-register gating that can short-circuit into manual completion, so the manual footer never emits a blank or lost host URL when setup-token input is missing. That same fail-closed host rule must also apply when the script never received any canonical host at all: generated PVE and PBS scripts may not fall back to placeholder host values in manual completion and must instead direct the operator to regenerate the script with a valid host URL. That same PBS host binding must exist before token-creation failure fallback as well, so the final manual footer still preserves the canonical requested host even when the script cannot mint a usable PBS token and never reaches the auto-register branch at all. Generated PVE and PBS setup scripts must also fail closed on token-creation failure truth: if Proxmox token minting fails, the script may not continue into fake manual token details or claim token setup completed. It must skip auto-register, surface the token-creation failure explicitly, and direct the operator to rerun after fixing the node-local token error. That same failure-truth contract also applies to token extraction errors after creation output is returned: generated setup scripts may not tell operators that manual registration might still work from that broken output. They must keep the flow on rerun-after-fix guidance until a usable token value actually exists, and the final completion footer/manual-details branch must key off that usable-token state rather than raw token-create success. That same manual-follow-up path must also preserve canonical Settings-surface language across both PVE and PBS setup scripts, so the operator is always directed back to Pulse Settings → Nodes with the emitted token details instead of drifting onto lane-local wording for one node type. That same canonical path must also hold inside the immediate auto-register failure branch itself, so generated scripts do not fall back to a shorter "Pulse Settings" variant before the final manual-completion footer repeats the correct Settings → Nodes destination or diverge into a separate numbered manual-setup detour instead of reusing the same "use the token details below" completion contract. That includes transport/request failures before the backend ever returns a response body, not just explicit error payloads. That same SetupCompletionPanel transport must also preserve the governed self-signed and private-CA continuity controls used by the shared lifecycle command surface: the first-session setup-completion install handoff must pass explicit --insecure and --cacert choices through the shared Unix install builder so the very first installer fetch and the installer runtime stay aligned with the same transport contract as InfrastructureInstallerSection.tsx and useInfrastructureOperationsState.tsx. In explicit insecure mode, that means the outer curl fetch must widen to -kfsSL instead of preserving strict TLS until install.sh starts. That same first-session install surface must also preserve canonical agent-to-Pulse addressing, not just browser-local origin: SetupCompletionPanel must default to the governed security status agentUrl when available and allow an operator override for agent connectivity, so setup-completion commands do not silently hand out loopback or wrong-origin install transport. That same first-session surface must also preserve Windows install parity: SetupCompletionPanel may not stop at Unix-only shell transport while claiming Windows coverage. Its PowerShell install command must route through the shared transport helper so URL, token, insecure-TLS, and custom-CA behavior stay aligned with InfrastructureInstallerSection.tsx and useInfrastructureOperationsState.tsx. That same first-session setup-completion surface also owns the operator's v6 mental model for Unified Agent onboarding: SetupCompletionPanel must teach that one Unified Agent install creates one canonical Pulse system resource first, then layers workload discovery and API-linked platform context onto that same inventory. It may not present Docker, Kubernetes, Proxmox, or TrueNAS as competing primary onboarding paths, nor fall back to logo-led feature brochure copy that obscures the unified-resource contract the wizard is supposed to introduce. That same onboarding/install guidance must also preserve the simple fleet mental model for clustered and API-backed systems: platform connections own cluster or appliance inventory, while Pulse Agent remains the low-overhead per-machine install path for full node-local telemetry. Settings and first-run install copy may recommend installing the agent on every machine that needs temperatures, SMART disk data, services, Docker, or Kubernetes telemetry, but they may not imply that API-backed cluster visibility or best-effort peer augmentation is equivalent to a local agent install on that machine. Docker onboarding copy must also distinguish the standalone Docker / Podman install path from Docker inside Proxmox LXCs: standalone runtimes use the Docker runtime profile on that host, while Proxmox LXC Docker inventory uses a Proxmox VE node agent with command execution plus explicit server-side PULSE_ENABLE_PROXMOX_GUEST_DOCKER_INVENTORY=true, and the copy may not imply that installing an agent inside every LXC is required. The Docker empty state, infrastructure installer, and Proxmox node setup guide must all preserve that same distinction. That same connected-systems summary must preserve canonical local operator identity for newly connected infrastructure. When governed resources such as PBS or PMG appear in the setup-completion poll, the surface must show their local instance labels instead of replacing those identities with governed summary text, so the operator can tell which system actually connected. That same first-session setup-completion surface must also honor the lane's optional-auth install contract: when Pulse does not require API tokens, the wizard may switch to tokenless install commands only after an explicit operator confirmation, but it must preserve the generated token by default and keep that explicit token path available instead of collapsing onboarding into tokenless-only transport. Once the operator has explicitly chosen tokenless mode, repeated wizard copies must preserve that tokenless choice instead of silently rotating back onto token-auth transport after the first clipboard action. That same tokenless choice must also survive the wizard's background "agent connected" token-rotation path: new agent arrivals may not regenerate a token or flip the surface back to token-auth mode while explicit tokenless onboarding remains the active contract. That same wizard boundary must also keep its credentials drawer and exported credentials file aligned with the current rotated install token, rather than continuing to display or download the stale bootstrap token after the install command surface has already moved on. It must do that without erasing the stable bootstrap admin API credential: the wizard needs to preserve both the admin token and the current rotated install token as separate operator-visible surfaces instead of collapsing them into one mutable credential slot. The saved credentials handoff must also preserve the current agent-install URL and the matching install command shape for both Unix and Windows onboarding, so exported first-session material cannot drift back to browser-local login context or Unix-only transport while the live wizard command surface is using a governed or operator-overridden agent endpoint. When the operator explicitly confirms tokenless optional-auth mode, those same credential surfaces must stop claiming a current install token and instead present tokenless install mode as the active onboarding contract. The primary install guidance text in the wizard must switch with that mode as well: tokenless onboarding may not keep advertising automatic token rotation after each copy once the active transport is explicitly tokenless. The same first-session contract now also owns the landing handoff after secure setup: RC-proof and helpers must treat direct navigation into /settings/infrastructure?add=pick as the canonical completion path, rather than assuming an agent-only install landing or the legacy dashboard-only landing still defines successful wizard completion. For already-connected completion states, the Open Infrastructure action must return through the shared infrastructure workspace route /settings/infrastructure, not the root app shell or a dashboard alias. The source-picker and agent-install actions remain the explicit first-source handoffs at /settings/infrastructure?add=pick and /settings/infrastructure?add=agent, so setup-completion tests must assert the route helpers rather than allowing a generic home-route completion. That same SetupCompletionPanel boundary must also stay on the direct setup-completion-source-picker-surface proof path, rather than relying only on shared helper coverage or downstream install tests to catch lifecycle drift in the setup completion surface. That same first-session browser proof must also exercise the explicit Install Pulse Agent secondary action through the real setup wizard flow, rather than relying only on the preview route or prose-level assertions to represent the agent-managed alternative. The same ownership also covers manual install fallback in the infrastructure settings surface: active and ignored Connected infrastructure rows must now come from the backend-owned connectedInfrastructure projection instead of a frontend-local merge of raw unified-resource facets and removed runtime arrays, and v6 clients no longer treat those removed runtime arrays as a parallel settings contract, so lifecycle scope and reconnect behavior stay canonical across host, Docker, and Kubernetes reporting. deploy results surface: ResultsStep must request the canonical backend install command from /api/agent-install-command for failed deploy targets instead of rebuilding a local shell snippet that can drift from the governed installer contract. That fallback surface must consume the shared validated NodesAPI.getAgentInstallCommand response, so malformed backend payloads fail closed and the raw backend install token stays inside the shared client boundary rather than leaking into deploy UI state. Deploy wizard target tables are lifecycle-owned presentation surfaces: CandidatesStep, ConfirmStep, PreflightStep, DeployingStep, and ResultsStep must use the shared frontend Table primitive for scroll and table semantics instead of raw table markup or step-local scroll frames. Deploy selection and retry UI must not consume retired monitored-system capacity boundaries. Lifecycle UI must avoid workspace-capacity, legacy license-slot, and plan-upgrade language in deploy confirmation, preflight, or retry surfaces. That same deploy wizard boundary must also stay on the direct deploy-fallback-install-surface proof path, rather than relying only on the shared install helper or downstream deploy tests to catch lifecycle drift in the infrastructure fallback surface. The same Windows install, upgrade, and uninstall copies must also preserve operator-selected transport and capability toggles: if the settings surface enables insecure TLS mode or Pulse command execution, the PowerShell path must carry PULSE_INSECURE_SKIP_VERIFY and PULSE_ENABLE_COMMANDS through to the installer where those settings apply, so Windows agents do not diverge from the governed shell transport. That same command-enabled lifecycle path must still enforce the shared command policy on the agent itself. internal/hostagent/commands.go may accept the installed command-execution capability, but it must re-evaluate internal/agentexec/policy.go immediately before sh -c, reject PolicyBlock commands regardless of caller, and require a consumed approval identifier before executing any PolicyRequireApproval command so a missed control-plane gate cannot silently turn into host-level RCE. The single exception is commands marked Trusted in the wire payload: those originate from a vetted Pulse-internal subsystem whose command catalog is hardcoded in Pulse source (today only the servicediscovery deep scanner, which wraps read-only inspections in docker exec). PolicyBlock still applies to trusted payloads. The Trusted field must never be set by a code path that deserialises user input or accepts a caller-supplied command string. That same copied install transport must also normalize canonical base URLs before composing installer asset paths: when operators enter a trailing-slash Pulse URL, shell and PowerShell install commands must trim it before appending /install.sh or /install.ps1 so lifecycle transport does not drift onto double-slash asset paths. That same shared install-command transport must also fail closed on blank local overrides: whitespace-only custom Pulse endpoint input in InfrastructureInstallerSection.tsx or SetupCompletionPanel.tsx may not override the canonical backend-governed endpoint, and shared command builders must reject blank endpoint URLs instead of composing /install.sh or /install.ps1 from an empty base. That same copied upgrade boundary must preserve canonical runtime identity when inventory already knows it: shell upgrade payloads must carry --agent-id and --hostname, and PowerShell upgrade payloads must carry PULSE_AGENT_ID and PULSE_HOSTNAME, so rerunning an upgrade does not silently collapse back to local-machine identity. Copied per-agent uninstall commands must also preserve the selected agent's canonical identity instead of relying on local fallback discovery alone: when inventory already knows the agent ID for the chosen row, the shell and PowerShell uninstall payloads must carry that ID through to the installer so managed removal deregisters the intended agent record even if local state or hostname lookup is stale. That same uninstall continuity must preserve canonical hostname fallback too: copied shell uninstall payloads must carry --hostname, copied PowerShell uninstall payloads must carry PULSE_HOSTNAME, and both installer runtimes must prefer that explicit hostname during lookup fallback before querying local machine identity. That fallback must also fail closed when hostname matches are ambiguous: hostname matches may resolve only when they identify one and only one agent, and display-name or short-hostname fallbacks must return not found otherwise. That governed hostname lookup fallback must also normalize query transport: both installer runtimes must percent-encode the resolved hostname before calling /api/agents/agent/lookup, so canonical identity recovery does not drift on hostnames that contain spaces or other query-significant characters. That same copied uninstall transport must also fail closed under required auth: when Pulse requires API tokens, shell and PowerShell uninstall commands must carry the same resolved token contract as install and upgrade instead of silently degrading to tokenless deregistration transport. That same copied Unix lifecycle transport must also preserve shell-safe canonical identity: shell uninstall and upgrade commands must quote the selected URL, token, agent ID, and hostname as command arguments instead of interpolating raw inventory values into the shell line. That same copied Windows lifecycle transport must also preserve PowerShell-safe canonical identity: uninstall and upgrade commands must escape selected URL, token, agent ID, and hostname values before placing them into PowerShell env assignments or command text. The same transport rule applies to copied install commands: shell install payloads must quote canonical URL/token transport, and PowerShell install payloads must escape URL/token values before they enter env assignments or irm command text. The same Windows upgrade boundary must quote the resolved PowerShell script URL as well, so canonical URLs with spaces or other PowerShell-significant characters do not break copied upgrade transport after the env assignments have already been escaped. That same copied lifecycle transport must also preserve explicit custom CA trust whenever the operator provides it: shell install, upgrade, and uninstall commands must pass --cacert to both the outer installer download and the installer runtime, while Windows install, upgrade, and uninstall commands must emit PULSE_CACERT and fetch install.ps1 through a transport-aware PowerShell bootstrap that honors insecure-TLS or custom-CA settings on the first script download instead of only after the installer has already started. That bootstrap parity must match the installer's accepted trust formats too: Windows copied commands must treat PULSE_CACERT as the same PEM/CRT/CER certificate input that scripts/install.ps1 accepts, rather than narrowing the first-hop bootstrap to constructor-only certificate formats. That same unified settings shell install and upgrade transport must also preserve plain-HTTP continuity automatically: when the selected Pulse URL uses http://, copied Unix commands must append --insecure even without the manual TLS-skip toggle, while only the explicit TLS-skip toggle may widen curl itself to -k. That same unified settings installer surface must not drift between preview and clipboard transport: the rendered Linux/macOS/BSD and Windows install snippets must already include the active token choice, custom-CA trust, insecure/plain- HTTP handling, install-profile flags, and command-execution mode instead of displaying one command and mutating it only during copy. For Unix-family host installs, that same seamless installer contract requires the copied command to fetch the shared installer into an ephemeral directory, run install.sh --preflight-only before privilege escalation, and fail before sudo if the selected Pulse URL or exact /download/pulse-agent?arch=... artifact is unavailable or missing checksum metadata. Token-bearing copied commands must pass the credential to the installer through an ephemeral --token-file and clean it up with the downloaded installer script, so the installed service never receives a raw --token argument. That same Windows install boundary must preserve the canonical server URL even for the interactive PowerShell snippet: copied commands that still prompt for a token must export PULSE_URL before invoking install.ps1, so the selected agent-to-Pulse address cannot drift back to a default prompt target. When the operator has already generated or selected a token, that same interactive Windows install snippet must preserve the selected token in copied transport as well, rather than silently dropping back to a second manual token prompt while every other lifecycle command stays bound to the chosen credential. The inverse must also hold: token-required instances without a selected token must keep that interactive Windows snippet prompt-driven instead of exporting a placeholder PULSE_TOKEN value into copied transport. That same rule applies to copied Windows uninstall transport: after PULSE_URL is escaped into env assignments, the uninstall path must still quote the resolved install.ps1 URL so canonical URLs with spaces remain valid PowerShell transport during deregistration and removal. For the shell installer, that continuity must also survive beyond the original clipboard command: when install or upgrade runs with explicit --agent-id or --hostname, scripts/install.sh must persist those values into its saved connection state and recover them during later offline uninstall instead of dropping back to ambient local discovery. That same lifecycle-owned connection.env contract must also stay on one installer-owned helper path: scripts/install.sh may not write the state file one way and then recover it through a separate field-by-field inline parser, because lifecycle ownership requires one canonical reader/writer for persisted install identity and trust metadata. When persisted state is absent or partial during update, legacy running-process or service-unit recovery is a fallback into that same lifecycle continuity model, not a separate source of truth: it may only seed the installer-owned state for the upgrade and must not keep raw token arguments in the installed v6 service command. It may report recovery success only after URL and token are both available, even when those values were assembled from different legacy sources; partial URL-only recovery must fall through to the explicit missing-state error so operators are not told the update state was recovered when the installer still cannot reconnect. That fallback must also run after saved-state parsing when explicit update arguments supplied the URL but legacy v5 process or service state is still the only source for the token, identity, feature flags, or trust posture. That same lifecycle ownership must cover service control too: the installer may still choose different platform adapters, but stop/restart semantics for the managed agent must route through shared installer helpers instead of being re-authored in each upgrade, systemd, OpenRC, SysV, or FreeBSD branch. That same rule applies to teardown: uninstall and reinstall cleanup may not rebuild disable/remove flows inline per platform. Shared installer helpers must own service stop/disable/remove semantics for systemd, OpenRC, SysV, and service-command runtimes so lifecycle cleanup stays canonical. The same lifecycle rule applies to TrueNAS bootstrap too: boot-time recovery for SCALE and CORE may only vary at the service-manager adapter, while binary sync, service-link recreation, and startup sequencing stay on one installer-owned renderer instead of drifting across separate embedded scripts. That same lifecycle ownership must also cover service definition rendering: systemd and FreeBSD rc.d files may not preserve parallel heredoc definitions for the same agent runtime contract. Shared installer renderers must own the common service shape, with platform branches only choosing the correct runtime path, dependency targets, and logging adapter. That same lifecycle rule also applies to installer completion: success, unhealthy, and upgrade result handling may not drift by platform branch. Shared installer helpers must own the save-state handoff, health verification, canonical completion json_event output, and uninstall guidance instead of letting each service-manager branch narrate those outcomes separately. The same lifecycle rule applies to FreeBSD enablement too: direct rc.d install and TrueNAS CORE boot recovery may not mutate pulse_agent_enable through separate inline snippets. A shared installer-owned rc.conf enablement helper must own that contract so lifecycle recovery and direct installs do not drift, and that helper must execute the shared snippet in-process instead of defining it in a discarded subshell. The same rule applies to SysV registration: direct install may not keep its own inline update-rc.d / chkconfig / manual symlink block while teardown owns a separate canonical removal path. Shared installer helpers must own SysV enablement and disablement semantics as one lifecycle contract. The same durability rule applies to scripts/install.ps1: when Windows install or upgrade runs with explicit agent or hostname identity, the installer must persist that connection state under ProgramData and recover it during later uninstall before falling back to machine-local discovery. That Windows installer-owned continuity state is only valid for the currently installed agent. After a successful uninstall, scripts/install.ps1 must clear its ProgramData state so later reruns cannot inherit stale identity or transport context from a removed node. That persisted installer-owned state must also retain self-signed transport intent: when install or upgrade ran in insecure TLS mode, later offline uninstall must recover that mode from saved state instead of silently reverting to strict certificate validation. For the shell installer, the same offline transport continuity also applies to custom CA trust: when install or upgrade ran with --cacert, later offline uninstall must recover that saved CA bundle path before reaching for governed lookup or deregistration transport. The Windows installer must now preserve the same installer-owned custom CA transport continuity for its own network calls: when install or upgrade ran with PULSE_CACERT, later offline uninstall must recover that saved CA certificate path before governed lookup or deregistration falls back to strict default trust. That same Windows custom-CA continuity must also reach the long-lived unified agent runtime: scripts/install.ps1 must persist --cacert into the managed service arguments, and pulse-agent must apply that bundle to updater, remote-config, Unified Agent report, and command-channel HTTPS transport instead of limiting PULSE_CACERT to installer-owned download and uninstall traffic. That saved shell uninstall recovery must not depend only on a missing URL or token. When the operator reruns uninstall with only partial CLI context, the installer must still reload any missing persisted agent, hostname, insecure-TLS, or custom-CA continuity before governed lookup or deregistration falls back to ambient local state. That same insecure-TLS continuity must hold during the Windows installer's own network traffic, not only in the persisted service args: when the operator selects insecure mode, scripts/install.ps1 must also relax certificate validation for its binary download and uninstall deregistration requests so PowerShell transport can reach self-signed Pulse instances end to end. The same copied install and upgrade commands must also fail closed on token-optional Pulse instances: when the server does not require API tokens, the command builder must omit token arguments entirely instead of serializing a fake sentinel token value into shell or PowerShell install transport. That token-optional settings path must still preserve explicit governed token selection when the operator generates one anyway: optional auth widens the contract to allow tokenless transport, but it must not erase or suppress a real selected token and force copied install commands back to tokenless-only mode. The installer scripts themselves must honor that same optional-auth contract: scripts/install.sh and scripts/install.ps1 must accept a missing token and persist service arguments without --token on token-optional Pulse instances, instead of advertising a no-token flow in settings while the installer still fails validation at runtime. That same optional-auth install contract also applies to backend-generated Proxmox install commands in internal/api/config_setup_handlers.go and internal/api/agent_install_command_shared.go: when Pulse auth is not configured, the canonical agent-install-command API must return tokenless install transport and must not persist a new API token record just because an operator opened a backend-driven install surface. That same backend-owned setup/install boundary also owns shipped security-doc guidance in runtime responses and logs: internal/api/config_setup_handlers.go and adjacent lifecycle setup helpers must not point operators at GitHub main for security instructions that the running build already serves locally, and should use the shipped /docs/SECURITY.md path instead. The same optional-auth continuity must hold after install as well: Unified Agent runtime startup may not reject a blank token unless enrollment is explicitly enabled, agent report transport must omit auth headers when no token is configured, and Proxmox auto-register flows must still complete without serializing an empty token header on token-optional Pulse instances. That same runtime-side reporting boundary must keep its product terminology canonical in active comments and operator-facing logs: internal/hostagent/ may remain a package-location fact, but successful and failed report transport must describe the runtime as the Unified Agent rather than reintroducing "host agent" wording into v6 operator guidance. That same post-install optional-auth contract must also hold during managed removal: uninstall and deregistration flows must still notify Pulse with the canonical agent-uninstall payload when URL and agent identity are known, and must only attach API-token headers when a real token exists instead of silently skipping deregistration on token-optional installs. The same settings/profile boundary must also preserve assigned-profile continuity when a referenced profile is no longer present in the fetched profile list: assignment controls must keep the missing profile visible as the current state instead of collapsing the agent back to a false default-looking selection. That same uninstall-command boundary must also preserve platform-canonical transport in copied utility actions: Windows agents must receive the PowerShell uninstall flow, and copied uninstall payloads must never substitute an API token record ID where the runtime expects the real token secret for server-side deregistration. The same rule applies to Unix shell uninstall commands in the shared fleet settings surface: copied uninstall payloads may include only a real token secret when one is available, and must never fall back to token record IDs or other settings-only identifiers that the installer runtime cannot authenticate. Token-optional Windows uninstall commands must also preserve the canonical server URL in PULSE_URL; otherwise the PowerShell installer can remove the service locally while losing the deregistration path back to Pulse.

Shared internal/api/ resource helpers now also expose governed policy-aware resource metadata. Agent lifecycle and fleet-control surfaces may consume canonical policy and aiSafeSummary fields from unified resource payloads when they need resource context, but they must not fork their own sensitivity-classification or local-vs-cloud routing heuristics on the same runtime boundary. The same shared resource boundary now also owns the bundled facet history read path for timeline data, so fleet lifecycle surfaces that open resource drawers must continue to consume the backend bundle instead of reassembling a local multi-call summary. That same shared internal/api/ extension-point boundary now also assumes canonical security-token lifecycle reads. Lifecycle-adjacent setup and install flows may inspect token metadata through the shared auth/security routes, but they must not assume a displayed relay pairing token is disposable once lastUsedAt is set. Shared helper changes that refresh, hide, or replace a pairing credential must preserve used-token continuity instead of deleting a credential that an already paired device still depends on. That same shared internal/api/ boundary now also owns agent-derived physical-disk history transport. Lifecycle-adjacent storage drawers and fleet resource surfaces may show host SMART-backed disk telemetry through the shared /api/metrics-store/history route, but they must read the canonical disk metrics target that monitoring projects for the resource instead of reviving a browser-local disk collector, agent/device concatenation scheme, or other surface-local history identity. The browser-side runtime boundary is now explicit too. Lifecycle-owned settings hooks such as frontend-modern/src/components/Settings/useAgentProfilesPanelState.ts and frontend-modern/src/components/Settings/useInfrastructureOperationsState.tsx may read websocket state only through frontend-modern/src/contexts/appRuntime.ts. They must not import @/App or recreate app-shell providers, because frontend-modern/src/App.tsx owns provider placement while lifecycle hooks must stay lazy-load safe and shell-independent. That same adjacent internal/api/ boundary now also keeps public demos from leaking commercial state through lifecycle-adjacent surfaces. Agent install, reporting, and setup flows may share backend helpers with billing or license transport, but DEMO_MODE must continue to 404 commercial read surfaces instead of teaching lifecycle or mock-mode paths to bypass licensing. Public demo readiness therefore comes from hiding commercial presentation on the shared API boundary, not from introducing a second fake-entitlement path into lifecycle-owned install or reporting flows. Browser-facing lifecycle surfaces must also treat /api/security/status.sessionCapabilities.demoMode as the canonical public-demo bootstrap signal instead of inferring demo posture from headers, /api/health, or hostname heuristics. Lifecycle-owned connected-infrastructure and reporting surfaces must also keep governed platform rows on canonical local operator identity while tolerating optional optimistic hostnames. Shared row models may fall back to the row name when staging a removal state, but they must not resurrect legacy policy.display shims or require platform-managed surfaces to synthesize a second hostname contract. That same lifecycle boundary also owns host-agent runtime test seams. Shared agent lifecycle code such as internal/hostagent/agent.go must keep mutable test hooks, command-client factories, and timing overrides on the per-config or per-agent instance instead of package-global variables, so concurrent lifecycle-owned update and registration paths cannot leak one test or runtime override into another agent session. The infrastructure workspace now uses a single flat route (/settings/infrastructure) instead of the former three-sub-route layout (/install, /platforms, /connections). Panel state — which add/edit modal is open and which add step is active — is managed through the governed InfrastructurePanelStep query contract rather than URL segments. frontend-modern/src/components/Settings/infrastructureWorkspaceModel.ts exposes buildInfrastructureWorkspacePath() and buildInfrastructureOnboardingPath() as the sole path-building contract for lifecycle-adjacent install and setup surfaces. Callers that formerly passed 'platforms' or 'install' to buildInfrastructureWorkspacePath must use the no-argument form or the query-backed onboarding builder; removed subpaths must not remain as compatibility hrefs. frontend-modern/src/components/SetupWizard/SetupCompletionPanel.tsx now uses shared infrastructure path-builder constants for workspace, add-infrastructure, and agent-install CTAs, replacing the former pair of INFRASTRUCTURE_INSTALL_PATH and INFRASTRUCTURE_PLATFORMS_PATH constants. Installer-owned runtime continuity on persistence-sensitive NAS platforms is also explicit again: scripts/install.sh now owns the QNAP bootstrap contract that waits for the persistent data volume before launching the stored wrapper, and internal/agentupdate/update.go keeps the persisted QNAP binary copy in sync on self-update so reboot does not roll the runtime back to an older binary. That appliance lifecycle must remain bounded by available storage. Before downloading or replacing an agent, scripts/install.sh checks the effective temporary and installation filesystems for enough free space, coalesces the check when both paths share a filesystem, honors an operator-selected TMPDIR, and exposes the same check through --preflight-only. QNAP and Unraid watchdogs must route agent output through the agent's rotating --log-file writer instead of an unbounded shell append; their own watchdog messages must also be size-bounded so either logging path cannot exhaust a RAM-backed appliance root. The QNAP wrapper is also a singleton lifecycle owner: concurrent starts from flash-backed autorun.sh and an install or upgrade must elect exactly one watchdog before terminating or launching an agent. The elected watchdog records both supervisor and child PIDs, removes only lock state it owns, and terminates its child on shutdown so a second watchdog or orphan agent cannot accumulate appliance CPU.

Unified Agent lifecycle truth is agent-authored. The host report contract now carries the non-secret applied managed-config fingerprint, self-updater state and timestamps, last successful source version, and per-module initialization state. /api/connections may compare the reported applied fingerprint with the canonical desired fingerprint and may expose updater or module failures, but it must not synthesize those facts from server version comparison or from the mere presence of a process. Successful update evidence observed on the first post-restart report remains retained across later reports so a one-shot update marker cannot disappear before an operator sees it.

The runtime readiness boundary is module-aware. /healthz remains process liveness, while /readyz, /status, and the module readiness Prometheus gauges identify enabled modules that are starting, retrying, or running. An enabled Docker or Kubernetes module that is still retrying initialization may not be laundered into an overall ready state.

Installer-owned connection continuity includes certificate pinning. Unix and Windows installers must validate a supplied SHA-256 leaf-certificate fingerprint, persist it in connection.env, recover it during later lifecycle operations, and pass it to the long-lived service as --server-fingerprint. A certificate pin is distinct from blanket insecure TLS mode even when installer download tooling must temporarily bypass chain validation after the explicit pin check.

Native support evidence is governed by docs/release-control/v6/internal/UNIFIED_AGENT_PLATFORM_SUPPORT.md and .github/workflows/unified-agent-native.yml. Cross-compilation and archive presence are build evidence only; platform support claims must name native CI, native installed-lifecycle, appliance-lab, and platform code-signing evidence separately. The native Windows binary self-test must use runner-temporary state and logging paths so it cannot create the machine-global ProgramData\Pulse directory before the same job exercises the clean install, update, service recovery, and uninstall lifecycle. The dedicated ephemeral Windows job must also clear test-only ProgramData\Pulse state immediately before that proof; the lifecycle harness still refuses to proceed when the PulseAgent service is already installed.

Normal release promotion requires platform-native identity for desktop agent binaries. macOS agents must be Developer ID signed, submitted successfully to Apple notarization, and accepted by spctl; Windows agents must carry a verified Authenticode signature. Those native bytes must replace cross-built desktop binaries before release packaging, Pulse checksum/signature creation, SBOM generation, and immutable candidate manifest creation. Missing signing credentials or failed native verification is a release failure, not a warning or an unsigned fallback.

Setup completion preview actions are part of the lifecycle handoff contract. The preview copy affordances must use the shared accessible action-button primitive, carry localized names for the exact value being copied, and retain a 40-pixel mobile touch floor. The setup surface must not reintroduce raw, unlabelled icon buttons or a phone-only copy-control fork.

Agent-facing action completion events and resource-context history now expose the canonical ActionResultV2 alongside bounded legacy projections. Consumers must branch on execution and verification separately: a completed transport is not a verified postcondition, and an independently verified label is valid only when the canonical evidence identifies a distinct trust domain. Agent-side producer migration and UI wording are downstream governed work, not permission to add an agent-local truth model.

Autopilot activation is not action approval

The server-owned Patrol Autopilot acknowledgement authorizes only the effective tenant Patrol mode. It does not approve an action, weaken capability policy, satisfy an MFA floor, manufacture dispatch authority, or alter agent receipt and result semantics. Every resulting action still enters the canonical Task 08 actor/RBAC/approval boundary, Task 07 dispatch contract, and Task 10 two-axis result contract. API tokens are ineligible for the human Autopilot acknowledgement even where an owner-bound token remains compatible with an authenticated action capability.

Task 07 generic durable agent-operation receipts and Task 09 APT adapter

Host update and package-cache cleanup use one strict server/agent codec; unknown fields, trailing JSON, malformed identity, and open command, path, package, removal, or reboot authority are rejected. Pending delivery binds the authenticated agent, dispatch request, action, and operation. All APT inspection, refresh, update, and cleanup paths share one composition-root- injected lease; nil authority fails closed. Metadata refresh is the first possible external effect.

The agent-side authority is the generic SQLite operation-receipt store in internal/operationreceipt/, not an APT-specific journal. Before any typed mutation, it durably binds the canonical dispatch attempt, action, operation kind/version, request digest, and authenticated agent identity. Admission and start are atomic keyed transitions; a process reopen conservatively converts accepted or started work to interrupted_unknown, which is queryable but never automatically executable. Strict versioned terminal envelopes remain exactly replayable while recent, then compact to immutable identity-and-digest replay-denial tombstones. Replayable payload bytes are TTL/byte bounded; tombstone metadata grows monotonically by design so no prior attempt can become new authority. Disk exhaustion fails the current admission before mutation and recovers when storage capacity returns; operator disk monitoring remains required and total tombstone disk use is not described as bounded.

The server derives operation version and request digest after canonical request fields are fixed, persists that binding on the action dispatch attempt, and queries the authenticated agent by the exact binding after callback loss or restart. not_found, interrupted, tombstoned, malformed, late, duplicate, wrong-agent, and mismatched responses never authorize resend, and none of them can ever produce success or agent-attested verification. They are not, however, an open-ended wait. Because a reopen converts accepted or started work to interrupted_unknown and nothing can move an interrupted or tombstoned receipt back to terminal, an identity-correlated interrupted or tombstoned answer is proof that this agent will never complete the operation, and the API-owned lifecycle settles the action as inconclusive on the spot. A not_found answer, or a receipt still merely accepted or started, keeps the attempt receipt-pending until the API-owned bounded reconciliation window elapses and is only then settled the same inconclusive way. The agent still authors no execution, verification, evidence, or compensation truth in any of these paths: it reports receipt state, and the server alone decides that the absence of evidence is now durable. Terminal payload kind/version and strict adapter codecs are revalidated on write, read, query, and reopen. APT update and cleanup are adapters over this generic owner, persist only bounded sanitized typed results, and still share the package-manager lease. Raw commands, paths, package selectors, stderr, secrets, and unbounded output are outside the receipt schema.

Task 09 now consumes that continuity end to end. A delayed terminal receipt is validated against its immutable identity/digest and the agent-attested durable terminal boundary, not the later query time. The server retains the later query receipt separately. Impossible observation/terminal chronology, a future terminal timestamp, stale-at-completion evidence, an evidence-bearing before-state mismatch, or a hostile envelope still fails closed. A legitimate pre-mutation inventory or cache-fingerprint drift result remains terminal and inconclusive: its newly observed Before value is not substituted for the originally authorized expected value when validating the admitted request digest. The generic receipt store continues to bind completion and replay to the exact admitted attempt/action/operation/digest/agent identity, while the drift observation records why mutation was refused and replan is required. Callback loss and a reopened server store reconcile both APT actions by query only; the original typed dispatch is never resent. Legacy APT v1 terminal payloads that predate additive package-manager health facts remain structurally valid receipts, but their verified claim is projected as health- unknown/inconclusive rather than confirmed.

For host updates, MutationStarted begins immediately before the fixed install command, not during metadata refresh or simulation. A fixed read-only dpkg --audit health check under the same shared lease supplies explicit health_checked, package_manager_healthy, and recovery_required facts. Refresh failure, refreshed inventory drift, zero-pending state, and pre-install health refusal therefore cannot claim partial installation or action-caused recovery. Install/verify failures preserve phase, remaining count, tri-state health, and recovery posture through the existing ActionResultV2 summaries.

Durable receipt protocol support is explicit agent-reported and server-observed capability metadata. Missing, legacy, or future versions stay connected for monitoring but advertise no APT mutation capability, emit no actionable APT finding, and fail dispatch readiness. Product version strings never imply this authority. The raw protocol integer stays internal to ingest, registry, and live dispatch checks; customer/frontend resource JSON consumes only derived capabilities and readiness. The fake-only code/test floor for claims 16 and 17 is implemented; both claims and workflow scorecards remain below operational completion until browser proof, disposable Debian/Ubuntu lab proof, and Task 12 certification are complete.

RG-06 and RG-09 keep the executing agent's fresh typed readback classified as agent_attested. A separate Colima control-plane observation proves the lab fixture changed, but it does not enter the authenticated product action result and therefore cannot upgrade the product finding to fix_verified. Until a distinct-trust-domain observation is ingested into ActionResultV2, those findings remain fix_verification_unknown and unresolved. Proxmox VM/LXC lifecycle is now the first production path to ingest a server-side provider observation as independent evidence; the Docker restart lab journey remains a positive control but does not imply that agent-reported Docker inventory is an independent production observer.

The API router's tenant-scoped commercial resolver for report scheduling is an adjacent entitlement boundary, not agent authority. It may stop a background report before generation when the current license lacks advanced_reporting, but it must not mint agent credentials, dispatch agent work, reinterpret an agent receipt, or expand any lifecycle capability.

The adjacent shared authentication boundary must also preserve agent liveness while an operator or qualification client uses local Basic authentication. Agent API-token validation may update the token usage record under the global configuration write lock; a simultaneous local credential check must not take a recursive read lock while already inside checkAuth's read-locked decision. The server must continue accepting reports and command registrations under that mixed-auth load rather than allowing a queued writer to freeze the API. Once that local credential check succeeds, the verified operator identity must travel in the request context into action-governance authorization. A response header alone is not identity. This lets a Basic-authenticated qualification operator approve or reject an agent action while preserving the agent token's separate reporting and command authority; invalid credentials must never reach the action handler or acquire an operator principal.

Multi-destination reporting authority

The Unified Agent may fan one collected host, Docker/Podman, and Kubernetes snapshot out to one primary Pulse destination and zero or more report-only observers. Exactly one destination is authoritative. Only that primary may provide remote configuration, commands, enrollment, update selection, or canonical agent identity. Observer response bodies cannot enter any control path. Delivery queues, authentication failures, and persisted host-report buffers are destination-scoped; failure of one destination cannot block or replay reports to another.

Observer configuration is explicit, versioned, and file-backed. It contains no raw token values and resolves each token from a separate private absolute-path file. Proxmox registration is also destination-scoped: the primary retains its legacy token name for upgrade continuity, observers use distinct token names and state markers, and every setup path must obtain a successful registration state response before any create, delete, or rotation command is executed. Plaintext transport consent is destination-scoped too. The primary keeps the existing local-network compatibility and explicit process-level override, but an observer must opt in independently for every non-loopback HTTP URL; primary consent cannot silently widen an observer. That policy must survive the shared config loader, host/Docker/Kubernetes target normalization, and observer Proxmox registration path. Unix and Windows service installation must preserve the absolute observer-config path across an in-place update. Cross-platform config proof must serialize observer JSON through the canonical encoder so Windows absolute token-file paths remain valid JSON rather than being interpreted as escape sequences.

The adjacent recovery handlers under internal/api/ do not widen this agent lifecycle boundary. Protection posture is a read-only monitoring:read projection over recovery points and provider collection evidence. It does not register agents, issue or rotate credentials, interpret observer responses, or grant backup, restore, command, or remote-configuration authority.

The adjacent Patrol attention read handlers and shared router registration do not widen agent authority. Reads consume the canonical alert lifecycle under monitoring:read; they do not accept agent reports, mint credentials, or reinterpret an observer response as configuration. Phase 5 may plan one evidence-gated Docker restart only after current plan/approve/execute authority, declared capability, and executor readiness checks. That attention handler binds an internal origin and enters the existing action lifecycle; it does not deliver a command itself or add an agent wire shape. Actual dispatch retains the canonical action executor, exact agent/resource binding, command-enabled token policy, durable attempt/receipt, timeout, and restart-reconciliation boundaries.

Operational Trust lifecycle mutation boundary

The attention evidence and lifecycle mutation handlers under internal/api/ remain resource-monitoring consumers. Acknowledge, unacknowledge, suppress, and unsuppress call the alerts-owned operational lifecycle and persist through the active-alert store; they do not mint agent credentials, alter observer config, or dispatch commands. Evidence reads require monitoring:read, lifecycle mutations require monitoring:write, and slash-containing canonical record IDs are parsed as opaque identities. Governed action planning still enters the existing action lifecycle and entitlement boundary before any agent executor is considered.

Alert intent remains outside agent authority

Alert-intent policy reads and writes, UDP availability probes, operator-state lookups, and backup-task context do not widen the agent lifecycle. The server evaluates these read-state inputs without issuing an agent command, accepting a new report shape, rotating credentials, or changing remote configuration. Neither an expected-transient decision nor an indeterminate UDP outcome may be translated into an agent action. Any later customer-infrastructure mutation still requires the canonical Actions planner, approval, executor, receipt, audit, and verification boundaries. Powered-off tolerance is evaluated from the Pulse server's monotonic elapsed time and the existing VM/LXC observation stream. It does not accept agent time, poll count, a new report field, or remote configuration authority, and a guest resource-type default cannot change node or host-agent connectivity confirmations.

Server-side host deletion and re-enrollment authority

Agent lifecycle owns the complete server-side host deletion transition through internal/config/host_continuity.go, internal/monitoring/monitor.go, internal/monitoring/monitor_agents.go, internal/models/models.go, and internal/api/agent_ingest.go. Removing a host must atomically convert its active continuity record into a durable removal tombstone before token revocation, live-state deletion, alert cleanup, resource unlinking, or remote configuration cleanup can be reported as successful. A journal write failure restores the live host and returns a server error. An unreadable journal blocks monitor startup rather than starting with an empty deny set.

The tombstone retains the canonical host ID, machine ID, agent-reported ID, report-host ID, hostname, platform, token ID, and removal time. Monitor construction hydrates non-expired tombstones before report admission; active continuity, licensing, inventory, and remote-config lookups exclude them. Tombstones expire durably after 24 hours. If expiry cannot be persisted, the server keeps the deny boundary in memory and on the next restart.

A report may clear a tombstone automatically only when it presents a different token created after removal and its canonical or retained alias, machine ID, and hostname still identify the removed machine. A fresh token for a cloned machine, different hostname, or conflicting machine ID must not clear the record. Successful re-enrollment preserves the original canonical host ID and retains the detached old token in the identity's deny lineage. This lets a shared old token continue serving an unrelated active agent without allowing that credential to recreate or remote-configure the removed host. Revoked, expired, missing-scope, and pre-removal credentials remain denied. The operator-only allow-reenroll action is the explicit override that may clear both the tombstone and detached-token lineage.

A fresh installation can also arrive while an older same-machine host record is merely stale rather than tombstoned. When the presenting token's CreatedAt is newer than that record's last observation and machine ID plus normalized hostname identify the same physical host, report admission treats the event as explicit re-enrollment: it preserves the established canonical host ID, rebinds the new token, removes older duplicate generations and their token bindings, and therefore preserves physical-disk resource continuity. A pre-existing generation observed at or after the new token was created is live and must not be superseded. The focused proof lives in internal/monitoring/monitor_host_agents_test.go.

Report ingestion holds a shared lifecycle lock for the full state transition; deletion, manual allowance, and tombstone expiry hold the exclusive side. Reports that began before deletion complete first, then deletion removes their result. Reports arriving after deletion see the tombstone. A completed delete therefore cannot be undone by an in-flight report, while unrelated and duplicate-machine agents remain concurrent and independently bound by token plus hostname.

The server transition does not introduce a second installer lifecycle. Generated host install commands still mint the canonical scoped token, and the existing Unix systemd/state-directory and Windows ProgramData/service installers remain idempotent across rerun, process restart, and service restart. internal/api/host_agent_removal_lifecycle_integration_test.go, internal/config/host_continuity_test.go, internal/monitoring/monitor_host_agent_removal_lifecycle_test.go, and the existing scripts/installtests/agent_state_dir_lifecycle_test.go, install_sh_test.go, and install_ps1_test.go are the production-path proofs.

Config reload must also hand the replacement monitor's tenant-scoped guest, Docker, and host metadata stores to shared API/config persistence consumers. That handoff is lifecycle continuity only: it prevents post-reload agent reports and resource projection from observing an orphaned metadata cache, and does not add a report shape, credential, command, or remote-configuration authority. Web-interface URL continuity shares that handoff but does not widen lifecycle ownership. Docker/Podman display-name updates must merge with the runtime host metadata record so they cannot discard its URL or notes, and monitoring projection may follow stable source identities across reconnect, rename, recreation, or canonical alias migration. None of those navigation-metadata operations may reverse a removal tombstone, re-enroll an agent, change report identity, or authorize commands.

Proxmox install bootstrap and runtime-health authority

The Proxmox Unified Agent has one canonical runtime registration surface: /api/auto-register. When the agent already has an API token, startup checks, five-minute health checks, token repair, re-registration, and URL-candidate changes must authenticate directly to that endpoint. They must not probe /api/setup-script-url to discover whether the runtime token can mint a setup artifact. That endpoint remains an operator control-plane surface protected by settings:write; an expected denial there is not part of a healthy runtime control flow.

Registration checks return separate registered, sourceExists, and canRegister facts. A disconnected configured source can therefore be repaired, while a removed source paired with an ordinary agent token leaves local credentials untouched and directs the operator to run a fresh install command. Agents treat the two capability fields as permissive only when talking to an older server that omits them during a rolling update.

Ordinary agent:report tokens remain limited to registration checks and token updates for existing PVE/PBS sources. The PVE/PBS token minted by the settings-authorized agent-install command carries a narrower bootstrap exception: its server-owned install_type and issued_via metadata may create one source of the declared type. The server binds that grant to the first fully validated presenting hostname before local Proxmox credentials are mutated, serializes checks with completion, persists the completed type, hostname, selected host, node, and time, and then permanently returns the token to update-only behavior for that type. A malformed request, wrong type, different hostname, reused grant, rejected/rotated token, or arbitrary agent token must fail closed with visible authorization diagnostics. A positive registration preflight for an already-existing source consumes the fresh-install grant without rotating local credentials; a negative preflight keeps it available for the immediately following initial completion.

The bootstrap exception covers both install-token shapes the settings-write control plane actually mints. A PVE/PBS-typed agent-install token stays pinned to its declared type. A generic host install token minted by the Settings → Infrastructure installer additionally holds the same bounded grant for each canonical Proxmox type, because the unified installer auto-detects PVE/PBS on the target machine and the agent presents the detected type at registration (#1644). The host-token grant keeps every existing bound: settings-authorized mint via issued_via, first-presenting-hostname binding before local Proxmox credentials are mutated, serialized completion, and one-shot consumption — and non-Proxmox request types never hold a grant.

Consumption is recorded per canonical type, not per token. A host with both PVE and PBS installed is an officially supported deployment, and the agent's RunAll registers each product in turn from the one install token; recording a single consumption for the whole token refused the second product and made the installer print a failure banner over a successful first registration (#1644). One install token therefore bootstraps one PVE source and one PBS source, each still one-shot: a second create of an already-consumed type fails closed with the same 403. The bounds that are not per type stay singular — the 24-hour mint-age clock and the first-use bound_hostname are shared, so whichever type registers first pins the hostname for both and the second type cannot be redirected at a different machine.

The consumed types are recorded in proxmox_registration_consumed_types, and its presence is what distinguishes a per-type record from a token spent under the previous per-token semantics. A record carrying only proxmox_registration_completed=true predates the per-type ledger and means the whole token was spent, so on upgrade it must be read as every canonical type consumed; reading it as "one type spent, the other free" would hand a fresh create to every already-used install token in the field. The unsuffixed completion block continues to describe the most recent completion so an older Pulse binary reading the same token store also fails closed.

The grant is time-bounded independently of the token that carries it. Install tokens are minted without an expiry because the agent reports with them for the life of the install, so the bootstrap grant carries its own 24-hour clock from mint (install_issued_at, falling back to the token's creation time; a record with neither fails the grant closed). Past that window the token keeps reporting and stays update-only, the denial takes the same 403 path as any other ungranted token, and the server logs the expiry distinctly so an operator running a stale install command sees why source creation was refused.

Grant consumption and source creation must fail together. The one-shot grant is consumed and durably persisted BEFORE the created source is written, and a failed source save rolls the consumption back. The opposite order leaves a persistently failing token store able to write a source while the grant stays live, which is a repeatable create-a-source primitive under one install token. Either the source is persisted and the grant is spent, or neither happened and the install can be retried. The rollback is scoped to the type being consumed: on a combined host a failed PBS save restores the PBS grant and must not resurrect the PVE grant that already produced a persisted source.

A host install token that has already auto-registered its Proxmox source carries a bound_hostname written by the registration bootstrap, with no bound_agent_id and no exec binding version. That is still a clean first use of the command channel: the first command enrollment whose hostname matches the bound one binds the fresh runtime agent ID and the current binding version, rather than being admitted by the legacy pre-v6.1.1 identity-migration branch. The registration-bound hostname is authoritative and is not rewritten by an equivalent spelling the agent reports, because the still-unconsumed install grant compares against it.

A blocked registration is not a silent skip. When the pre-registration check reports canRegister=false, the agent must log at error level, return a setup error to its caller, and record the operator-facing reason in a proxmox-<type>-registration-blocked marker in its state directory; the marker is cleared once a later run finds the source registered or proceeds to register. The shell installer reads that marker after agent health verification and surfaces the denial with remediation in its own output, so the failure is visible at install time instead of buried in the agent journal. With per-type grants that path is reserved for genuine refusals: the second product of a combined host is no longer denied for having spent the token's only grant.

The installer's verdict is per product, not per host. RunAll publishes the products it detected in a proxmox-detected-types state marker, and the installer waits for an outcome from each of those products before reporting, then prints a success or a denial line for each one. Without that list a combined host reported whichever marker appeared first, which produced either a premature success or an error banner that buried a completed registration. Agents that predate the marker keep the previous first-outcome-wins timing, so a PVE-only host never waits out the timeout for a PBS outcome that will not arrive.

Token-optional installations retain the setup-token bootstrap path. Ordinary hosts never enter this Proxmox registration loop, while PVE, PBS, mixed-product hosts, restarts, and hosted-tenant install tokens retain the same authority split. internal/hostagent/proxmox_setup_test.go, internal/api/config_handlers_auto_register_test.go, internal/api/proxmox_install_registration_test.go, and internal/api/issue1644_host_install_token_proxmox_test.go prove the recurring health, first-install, type/host binding, one-time consumption, rejection, host-token bootstrap, and concurrent-completion contracts.

Shared internal/api request-origin helpers are read-only URL derivation

The shared internal/api boundary this subsystem consumes gained requestOriginBaseURL, requestForwardedScheme and requestForwardedHost in internal/api/router.go, factored out of the existing SSO OIDC callback URL builder so SSO provider responses can derive endpoint URLs from the inbound request instead of guessing http://localhost:7655. The helpers only read the request; they honor forwarded headers under the same trusted-proxy gate the callback builder already applied, and they neither mutate nor persist config.PublicURL. No agent registration, token issuance, command admission, update targeting, or fleet-lifecycle authority is touched, and the extension-point expectations on internal/api/ and internal/api/router.go are otherwise unchanged.

Runtime branding stays outside agent lifecycle authority

The authenticated GET /api/runtime/branding presentation endpoint is an application-shell read, not an agent registration, configuration, update, or command route. It may read the active white_label entitlement and the tenant-local reportBranding settings record, but it must not enumerate agents, resolve install tokens, mutate agent state, or reuse agent lifecycle authority. Agent setup and reporting remain independent of whether an operator has configured a custom application name or logo.

ZFS dataset inventory is read-only host evidence

The Unified Agent host report may attach a bounded zfsDatasets collection to each detected ZFS pool disk. The collector executes only the fixed read-only zfs list projection for pools it already discovered, admits only filesystem and volume rows beneath those pools, and bounds command output, row counts, and text fields. Dataset collection does not broaden registration, token, configuration, update, or command authority. Servers validate and copy the optional evidence during normal authenticated host-report ingest; agents that do not send it remain wire-compatible.

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