Pulse/docs/README.md

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# 📚 Pulse Documentation
Welcome to the Pulse documentation portal. Here you'll find everything you need to install, configure, and master Pulse.
---
## v6 Execution Canonical Source
For Pulse v6 build/release execution work, do not start from this broad docs index.
Use:
1. `docs/release-control/v6/internal/SOURCE_OF_TRUTH.md` for stable human governance and locked decisions
2. `docs/release-control/v6/internal/status.json` for live lane state, lane-to-subsystem ownership, structured evidence references, typed lane/subsystem decision records, and canonical ordered lists
3. `docs/release-control/v6/status.schema.json` for the machine-readable status contract
4. `docs/release-control/v6/internal/subsystems/registry.json` and `docs/release-control/v6/internal/subsystems/registry.schema.json` for subsystem ownership, explicit shared-ownership exceptions, and proof-routing rules
5. `python3 scripts/release_control/status_audit.py --check` if you need a machine-derived evidence health audit
6. `python3 scripts/release_control/registry_audit.py --check` if you need a machine-derived subsystem registry audit
7. `python3 scripts/release_control/contract_audit.py --check` if you need a machine-derived subsystem contract audit, including explicit cross-subsystem dependency checks and exact registry-derived shared-boundary wording
Local pre-commit runs the v6 machine audits against staged control-file content so partial staging cannot hide governance drift.
Local pre-commit also blocks partial staging for hook-sensitive governance files under `docs/release-control/v6/`, `scripts/release_control/`, `internal/repoctl/`, `.husky/pre-commit`, and `.github/workflows/canonical-governance.yml`, because those checks still execute or structurally read the working-tree versions locally.
8. `python3 scripts/release_control/subsystem_lookup.py <path> [<path> ...] --pretty --lean` if you need subsystem ownership, proof routing, exact contract-focus lines, and compact lane context for a change
For governed runtime changes, a staged subsystem contract only counts if its
diff updates a substantive contract section such as `Purpose`, `Canonical Files`,
`Shared Boundaries`, `Extension Points`, `Forbidden Paths`,
`Completion Obligations`, or `Current State`, rather than metadata alone.
All other documents are supporting references unless explicitly required for evidence.
---
## 🚀 Getting Started
- **[Installation Guide](INSTALL.md)**
Step-by-step guides for Docker, Kubernetes, and bare metal.
- **[Configuration](CONFIGURATION.md)**
Learn how to configure authentication, notifications (Email, Discord, etc.), and system settings.
- **[Deployment Models](DEPLOYMENT_MODELS.md)**
Where config lives, how updates work, and what differs per deployment.
- **[Migration Guide](MIGRATION.md)**
Moving to a new server? Here's how to export and import your data safely.
- **[Upgrade to v6](UPGRADE_v6.md)**
Practical upgrade guidance and post-upgrade checks for Pulse v6.
- **[FAQ](FAQ.md)**
Common questions and quick answers.
## 🛠️ Deployment & Operations
- **[Docker Guide](DOCKER.md)** Advanced Docker & Compose configurations.
- **[Kubernetes](KUBERNETES.md)** Helm charts, ingress, and HA setups.
- **[Reverse Proxy](REVERSE_PROXY.md)** Nginx, Caddy, Traefik, and Cloudflare Tunnel recipes.
- **[Troubleshooting](TROUBLESHOOTING.md)** Deep dive into common issues and logs.
## 🔐 Security
- **[Security Policy](../SECURITY.md)** The core security model (Encryption, Auth, API Scopes).
- **[Privacy](PRIVACY.md)** What leaves your network (and what doesnt).
- **[OIDC / SSO](OIDC.md)** OIDC Single Sign-On configuration (Authentik, Keycloak, Azure AD, etc.).
- **[Proxy Auth](PROXY_AUTH.md)** Authentik/Authelia/Cloudflare proxy authentication configuration.
- **[Agent Security](AGENT_SECURITY.md)** Agent self-update verification and API security.
## 📖 Advanced Topics (Relay / Pro / Pro+ / Cloud)
- **[AI Autonomy & Safety](AI_AUTONOMY.md)** Configure patrol autonomy levels, assistant control levels, investigation tuning, and safety guardrails.
- **[Role-Based Access Control (RBAC)](RBAC.md)** Define custom roles, assign permissions, and integrate with OIDC group mapping.
- **[Audit Logging](AUDIT_LOGGING.md)** Tamper-evident event logging for compliance, with query, export, and signature verification.
## ✨ New in 6.0
- **[Unified Resource Model](UNIFIED_RESOURCES.md)** How all platforms merge into one model with task-based navigation.
- **[Unified Navigation Migration](MIGRATION_UNIFIED_NAV.md)** Upgrading from platform-specific tabs to v6 navigation.
- **[TrueNAS Integration](TRUENAS.md)** First-class TrueNAS SCALE/CORE monitoring (pools, datasets, disks, snapshots, replication).
- **[Relay / Mobile Remote Access](RELAY.md)** End-to-end encrypted relay for supported Pulse Mobile clients (Relay and above).
- **[Recovery Central](RECOVERY.md)** Unified backup, snapshot, and replication view across all providers.
- **[Pulse Cloud (Hosted)](CLOUD.md)** Fully managed hosting with automatic updates and backups.
- **[Pulse AI](AI.md)** Chat assistant, patrol findings, alert analysis, intelligence, and forecasts.
- **[Metrics History](METRICS_HISTORY.md)** Persistent metrics storage with configurable retention.
- **[Mail Gateway](MAIL_GATEWAY.md)** Proxmox Mail Gateway (PMG) monitoring.
- **[Auto Updates](AUTO_UPDATE.md)** One-click updates for supported deployments.
- **[Multi-Tenant Organizations](MULTI_TENANT.md)** Isolate infrastructure by organization (Enterprise, opt-in).
- **[Entitlements Overhaul](PULSE_PRO.md)** Capability-key-based feature gating across Community/Relay/Pro/Pro+/Cloud.
## 💳 Plans (Community / Relay / Pro / Pro+ / Cloud)
Pulse is available in four self-hosted tiers plus hosted Cloud:
- **Community**: Free self-hosted monitoring for up to 5 monitored systems with 7-day history.
- **Relay**: Adds remote access, mobile, push notifications, 14-day history, and raises the monitored-system limit to 8.
- **Pro**: Adds AI investigation, auto-fix, operations tooling, and raises the monitored-system limit to 15 with 90-day history.
- **Pro+**: Everything in Pro with room for up to 50 monitored systems.
- **Cloud**: Hosted Pulse with Pro-level capabilities; hosted pricing is unchanged by the self-hosted model lock.
- **[Learn more at pulserelay.pro](https://pulserelay.pro)**
- **[Plans and entitlements](PULSE_PRO.md)** (includes the Community/Relay/Pro/Pro+/Cloud matrix)
- **[AI deep dive](AI.md)**
- **[Multi-Tenant Organizations (Enterprise)](MULTI_TENANT.md)** — Isolate infrastructure by organization for MSPs and multi-datacenter deployments.
## 📡 Monitoring & Agents
- **[Unified Agent](UNIFIED_AGENT.md)** Single binary for host, Docker, and Kubernetes monitoring.
- **[Centralized Agent Management (Pro/Pro+/Cloud)](CENTRALIZED_MANAGEMENT.md)** Agent profiles and remote config.
- **[Proxmox Backup Server](PBS.md)** PBS integration, direct API vs PVE passthrough, token setup.
- **[TrueNAS](TRUENAS.md)** TrueNAS SCALE/CORE integration.
- **[ZFS Monitoring](ZFS_MONITORING.md)** Proxmox-native ZFS pool monitoring.
- **[Storage Architecture](STORAGE_ARCHITECTURE.md)** Proposed canonical storage, disk, S.M.A.R.T., and topology model for making storage genuinely operator-useful.
- **[VM Disk Monitoring](VM_DISK_MONITORING.md)** Enabling QEMU Guest Agent for disk stats.
- **[Temperature Monitoring](TEMPERATURE_MONITORING.md)** Agent-based temperature monitoring (`pulse-agent --enable-proxmox`). Sensor proxy has been removed.
- **[Webhooks](WEBHOOKS.md)** Custom notification payloads.
## 💻 Development
- **[API Reference](API.md)** Complete REST API documentation.
- **[Architecture](../ARCHITECTURE.md)** System design and component interaction.
- **[Contributing](../CONTRIBUTING.md)** How to contribute to Pulse.
## 📁 Previous Versions
- **[Upgrade to v5](UPGRADE_v5.md)** Upgrade guidance for v4 → v5 migrations.
- **[v6 Release Promotion Policy](release-control/v6/internal/RELEASE_PROMOTION_POLICY.md)** Canonical stable-vs-prerelease promotion rules and rollback expectations.
- **[v6 Prerelease Runbook](releases/V6_PRERELEASE_RUNBOOK.md)** Internal release operations used during the v6 prerelease period.
---
Found a bug or have a suggestion?
[![GitHub Issues](https://img.shields.io/badge/GitHub-Issues-green)](https://github.com/rcourtman/Pulse/issues)