@terreno/mcp 58.0.0-beta.3 → 58.0.0

package/src/docs/versioned/57.22.0/implementationPlans/ai-observability-production-loop.md

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+# Implementation Plan: AI observability production loop
+
+**Status:** approved 2026-10-18
+**Created:** 2026-10-18
+**Branch:** `ai-observability-production-loop` (cut from `seed-ai-observability-demo`, PR #1565; rebase onto `master` once #1565 merges)
+**Task list:** [`docs/tasks/ai-observability-production-loop.md`](../tasks/ai-observability-production-loop.md)
+**Roadmap issue:** https://github.com/TerrenoLabs/terreno/issues/1593  
+**Depends on:** [AI observability](ai-observability.md) phases 1–4 and PR #1565 (review batches, seeded demo data)
+**Supporting skills:** `terreno-backend-api`, `mongoose-schema-safety`, `ai-prompt-governance`, `backend-test-env`, `building-admin-interfaces`, `terreno-ui`, `dataviz`, `update-docs`, `verify-ui-changes`, `accessibility-testing`
+
+Terreno's AI observability already covers the build-time loop: versioned prompts, nested traces,
+evaluators, datasets, experiments with gates, a human review queue, and review batches that check
+LLM judges against people. Production is where it stops. Evaluators have a "live N%" setting that
+nothing reads, nobody can see quality, cost, or latency over time, nothing pages anyone when
+quality drops, a chat conversation is just a loose pile of traces, CI cannot block a prompt that
+fails its gates, and improving a prompt is still done by hand. This plan closes that loop for
+teams running AI features in production, Flourish first: watch quality live, get alerted, group
+the traces of a conversation, gate prompt changes in CI, and let the system propose a better
+prompt from the failures it saw.
+
+## The idea
+
+Six capabilities on the existing `ObservabilityApp`, all local (Mongo), all behind the existing
+RBAC resources plus two new ones, with operator UI in `admin-frontend`:
+
+| Capability | Contract that changes | Observable difference |
+| --- | --- | --- |
+| Online evaluation | `ObservabilityApp.exportTrace` gains a post-export hook; evaluator `runModes` gain `livePromptNames` and `includeSensitive` | A sampled production trace gets judge and assert scores (`origin: "live"`) seconds after the call |
+| Threads | `TraceRecord.groups: Record<kind, id>`; `GET /groups`, `GET /groups/:kind/:id` | Traces of one conversation (or any app-chosen grouping) list and open as one timeline |
+| Monitoring dashboard | `GET /metrics` time series + breakdowns | A Monitoring screen with volume, error rate, p50/p95 latency, cost, and score trends |
+| Alert webhooks | `ObsAlertRule`, `ObsWebhook`, signed metadata-only deliveries | A threshold breach POSTs a signed payload, naming the breaching traces, to Slack or any URL |
+| CI test suites | `ObsTestSuite`, suite runs over the experiment runner, `tobs_` service tokens, `terreno ai test` | CI exits non-zero when a prompt version or a prompt file fails its gates; operators run the same suite from admin |
+| Prompt optimizer | `ObsOptimization` runs over the experiment scorer | An operator starts a run and gets a candidate prompt with train and hold-out scores, saved as `vN+1` on click |
+
+Rejected: a single "analytics" rollup collection written at export time. Aggregating on read keeps
+one writer per trace and needs no backfill; X10 keeps the rollup as a later escape hatch.
+
+## The plan
+
+| # | Task | Depends on | Lands in | Proves it |
+| --- | --- | --- | --- | --- |
+| T1 | Live evaluation scores a sampled production trace (tracer) | none | ai | `liveEval.test.ts` |
+| T2 | RBAC resources for alerts, test suites, optimizer | none | api, ai, example-backend | rbac tests |
+| T3 | Traces record named groups | T1 | ai | `traceGroups.test.ts` |
+| T4 | Live sampling filters by prompt; sensitive traces opt in | T3 | ai | `liveEval.test.ts` |
+| T5 | Groups list and timeline API | T4 | ai | `routes/groups.test.ts` |
+| T6 | Evaluator live stats and sampling ceiling in status | T5 | ai | `routes/evaluators.test.ts` |
+| T7 | Metrics API: time series and breakdowns | T6 | ai | `routes/metrics.test.ts` |
+| T8 | Webhook destinations with signed delivery | T7, T2 | ai | `webhooks.test.ts` |
+| T9 | Alert rules evaluate and notify | T8 | ai | `alertRules.test.ts` |
+| T11 | Test suites and suite runs | T9, T2 | ai | `routes/testSuites.test.ts` |
+| T12 | Suite runs accept an inline candidate prompt | T11 | ai | `routes/testSuites.test.ts` |
+| T13 | Observability service tokens for CI | T12 | ai | `serviceTokens.test.ts` |
+| T14 | Prompt optimizer engine | T13 | ai | `promptOptimizer.test.ts` |
+| T15 | Optimizer API | T14, T2 | ai | `routes/optimizations.test.ts` |
+| T16 | Live evals run as durable jobs | T1 | ai, example-backend | `jobsRunners.test.ts` |
+| T17 | Alert ticks and webhook deliveries run as jobs | T9, T16 | ai, example-backend | `jobsRunners.test.ts` |
+| T18 | `terreno ai test` CLI command | T13 | cli | `commands/ai.test.ts` |
+| T19 | Threads screens | T5 | admin-frontend | isolated tests + screenshots |
+| T20 | Evaluator live controls and stats | T6 | admin-frontend | isolated tests + screenshots |
+| T21 | Monitoring screen | T7, T19 | admin-frontend | isolated tests + screenshots |
+| T22 | Alerts and webhooks screens | T9, T21 | admin-frontend | isolated tests + screenshots |
+| T23 | Test suites screens, admin runs, and CI tokens | T13, T18, T22 | admin-frontend | isolated tests + screenshots |
+| T24 | Optimizer screens | T15, T23 | admin-frontend | isolated tests + screenshots |
+| T25 | Seeded demo data, SOP docs, and full walkthrough | T15, T17, T20, T24 | example-backend, docs | seed test + screenshots |
+
+Tracer: `AIService` trace export → `ObservabilityApp.exportTrace` → live-eval scheduler →
+`runEvaluator` → `ScoreSink`. Every later backend feature reads traces or scores this path writes.
+Out of scope: thread-level evaluators, backfill, budgets, JUnit, more optimizer algorithms, email
+alerts, custom dashboards, MCP tools, non-alert webhook events (see Expansions). T10 moved to X9
+during cut, so the IDs skip it.
+Open risks:
+- Live judges bill per sampled call. Mitigation: `AI_OBS_SAMPLE_RATE` ceiling defaults to 0.
+- `$percentile` needs MongoDB 7.0+ (confirmed in D7).
+- Outbound webhooks are an SSRF and PHI surface. Mitigation: metadata-only payload type, masked
+  URLs, and URL checks at save time and at delivery (T8).
+- The optimizer sends dataset items to an LLM and writes prompt text served to every user.
+  Mitigation: human-written or signed items only, plus verbatim-copy guards (T14, D6).
+
+## Contracts
+
+### Trace export seam (T1)
+
+`AIService.logRequestAndTrace` stops fanning out to `app.traceSinks` itself and calls
+`app.exportTrace(record)` (added to `RegisteredObservabilityApp`). `exportTrace` keeps its
+best-effort fan-out, then calls `liveEval.schedule({record, traceId})` once the local sink returns
+the persisted id. A throwing scheduler is logged and never fails the generate. T1 also adds the
+`liveEvalRunner?: LiveEvalRunner` option (default in-process), so T16 plugs in the jobs runner
+without touching `ObservabilityApp`. The example backend passes
+`sampleRate: Number(process.env.AI_OBS_SAMPLE_RATE ?? 0)`; it already passes `aiService` when
+Vertex or Gemini credentials are set.
+
+### Online evaluation (T1, T4, T6, T16)
+
+| Rule | Value |
+| --- | --- |
+| Eligible evaluators | `llm-judge` and `json-assert` with `runModes.liveSampleRate > 0`, not deleted. The list is cached for 30 s |
+| Effective rate | `min(liveSampleRate, sampleRate × 100)`. `sampleRate` is `ObservabilityApp.sampleRate` (`AI_OBS_SAMPLE_RATE`, default 0) |
+| Roll | Deterministic: `fnv1a(traceId + ":" + evaluatorId) % 10000 < rate × 100` |
+| Idempotency | `ObsEvalRun` has a unique index on `{traceId, evaluatorId}`. The runner inserts a `pending` row with `leaseUntil = now + 10 min` and skips on a duplicate key, unless the existing row is `error` or its lease expired; then it reclaims the row atomically. Live scores get a deterministic key `{traceId, evaluatorId, name, origin: "live"}` with a partial unique index and are upserted, so a crash between writing scores and marking `ok` cannot duplicate them |
+| Skips | Trace `status: "error"`, missing `output`, `sensitive` unless the evaluator sets `includeSensitive: true` (D2), prompt not in `livePromptNames` with label `production` (T4) |
+| Judge client | `ObservabilityApp.aiService`. When it is absent, live eval is off and status reports `liveEval.available: false` |
+| Judge prompt | `runLlmJudgeEvaluator` gains `subject: "datasetItem" \| "trace"`; trace wording lives in a `LIVE_JUDGE_*` constant (`ai-prompt-governance`) |
+| Output | Scores through every `ScoreSink` with `source` `llm-judge` or `code`, `evaluatorId`, and the new `ObsScore.origin: "live"`. Plus one `ObsEvalRun {traceId, evaluatorId, status: pending \| ok \| error, error?, durationMs, startedAt, leaseUntil, inputTokens?, outputTokens?, costUsd?}`. Judge cost uses `priceMap`, so live-eval spend shows on Monitoring (`liveEvalCostUsd` series) and can be alerted on |
+| In-process runner | Concurrency 2, queue cap 500; over cap it drops and `logger.warn`s once per minute |
+| Durable runner | `@terreno/ai/observability/jobsRunners` subpath, job `ai-observability/live-eval`, 3 attempts. `@terreno/jobs` is never reachable from `ai/src/index.ts` |
+
+`livePromptNames: string[]` is required (non-empty) when a create or update sets
+`liveSampleRate > 0`; otherwise it returns 400 `livePromptNames required when liveSampleRate > 0`
+(Q2). Existing evaluators that already store a rate but no prompt list are **not live**. They
+keep working, edits that leave the rate unchanged are allowed, and status lists them in
+`liveEval.misconfiguredEvaluatorIds` so the evaluator screen can warn. Evaluator detail adds
+`live: {runs24h, errors24h, lastRunAt, means: Record<dimension, number>}`. Status adds
+`liveEval: {available, ceilingPercent, misconfiguredEvaluatorIds}`.
+
+### Groups (T3, T5)
+
+```typescript
+await aiService.generateText({
+  groups: {conversation: historyId, episode: episodeId},
+  promptName: "chat-assistant",
+  sessionId,
+});
+```
+
+| Rule | Value |
+| --- | --- |
+| Shape | `groups?: Record<string, string>` on generate options and `TraceRecord`; stored as `ObsTrace.groups: [{kind, id}]` |
+| Validation | ≤ 10 entries; kind `^[a-z][a-zA-Z0-9_-]{0,39}$`; id 1–200 chars; `session` reserved. Invalid entries are dropped with one `logger.warn`; the generate never fails |
+| `session` | Derived from `sessionId`; never stored twice |
+| Chat | `chatTurn` adds `conversation: <GptHistory id>` automatically |
+| Index | `{"groups.kind": 1, "groups.id": 1, startedAt: -1}` (additive; no backfill) |
+| Trace list | Filters `groupKind` + `groupId` |
+| `GET /groups/kinds` | Distinct kinds over the last 30 days plus `session` |
+| `GET /groups?kind&from&to&page&limit` | Rows `{kind, id, traceCount, firstAt, lastAt, durationMs, costUsd \| null, inputTokens, outputTokens, errorCount, userCount}`, newest `lastAt` first |
+| `GET /groups/:kind/:id` | Totals plus traces ordered by `startedAt` (cap 500), each with status, prompt refs, latency, cost, score summary |
+| Access | `aiTrace:list` / `aiTrace:read` |
+
+### Metrics (T7)
+
+`GET /ai/observability/metrics?from&to&bucket=hour|day&tz&prompt&promptVersion` (`aiTrace:list`).
+Range ≤ 90 days; `hour` buckets ≤ 7 days; otherwise 400.
+
+```typescript
+interface MetricsResponse {
+  buckets: Array<{start: string; traces: number; errors: number; errorRate: number;
+    latencyP50Ms: number | null; latencyP95Ms: number | null; inputTokens: number;
+    outputTokens: number; costUsd: number | null; costPartial: boolean; liveEvalCostUsd: number | null}>;
+  scores: Array<{evaluatorId?: string; name: string; dataType: "boolean" | "numeric";
+    aggregate: "trueRate" | "mean"; points: Array<{start: string; value: number; n: number}>}>;
+  byPrompt: Array<{name: string; version: number; traces: number; errorRate: number;
+    latencyP95Ms: number | null; costUsd: number | null}>;
+  byModel: Array<{model: string; traces: number; inputTokens: number; outputTokens: number;
+    costUsd: number | null}>;
+  totals: {traces: number; errorRate: number; latencyP95Ms: number | null; costUsd: number | null};
+}
+```
+
+Built with `$dateTrunc` and `$percentile` (MongoDB 7.0+, D7). `costUsd` is `null` when no trace in
+the bucket is priced and `costPartial` is `true` when some are not. It never reports a made-up `$0`.
+Alert rules (T9) reuse the same window functions.
+
+### Webhooks and alerts (T8, T9, T17)
+
+| Model | Fields |
+| --- | --- |
+| `ObsWebhook` | `name`, `url` (`select: false`; responses return only `urlHost`, because a Slack URL is itself a credential), `format: "json" \| "slack"`, `events: string[]`, `enabled`, `secret` (`select: false`; returned once on create and on rotate) |
+| `ObsWebhookDelivery` | `webhookId`, `event`, `payload`, `status: pending \| delivered \| failed`, `attempts`, `httpStatus?`, `error?`; TTL 30 days |
+| `ObsAlertRule` | `name`, `enabled`, `metric`, `filter {promptName?, promptVersion?, evaluatorId?, dimension?}`, `comparator: gt \| lt`, `threshold`, `windowMinutes` (5–1440), `minSamples` (default 20), `webhookIds`, state `{state: ok \| firing, since?, lastValue?, leaseUntil?}` |
+
+Metrics: `errorRate`, `latencyP95Ms`, `costUsd`, `traceCount`, `scoreMean`, `scoreTrueRate`,
+`liveEvalErrorRate`, `liveEvalCostUsd`. Events: `alert.firing` and `alert.resolved`. The dispatcher takes any event
+name, so X9 adds more without changing it.
+
+**Matching traces** (`traceIds`, ≤ 10, newest first within the window and filter):
+
+| Metric | Traces sent |
+| --- | --- |
+| `errorRate` | Error traces |
+| `latencyP95Ms` | Slowest traces |
+| `costUsd` | Costliest traces |
+| `scoreMean`, `scoreTrueRate` | Lowest-scored traces on that dimension |
+| `liveEvalErrorRate` | Traces whose live eval errored |
+| `traceCount` | None |
+
+**Payload (D1: metadata only).** The builder accepts only this type. It never reads trace
+`input` or `output`:
+
+```typescript
+interface ObsWebhookPayload {
+  event: string; deliveryId: string; occurredAt: string;
+  rule?: {id: string; name: string; metric: string; comparator: "gt" | "lt"; threshold: number;
+    value: number; samples: number; window: {from: string; to: string}};
+  prompt?: {name: string; version?: number};
+  traceIds?: string[];   // ≤ 10, ids only
+  adminUrl?: string;     // when ObservabilityApp.publicAdminUrl is set
+}
+```
+
+- **`json` format** posts the payload with these headers:
+  - `X-Terreno-Event`
+  - `X-Terreno-Delivery`
+  - `X-Terreno-Signature: t=<unix>,v1=<hex HMAC-SHA256(secret, "<t>.<body>")>`
+- **`slack` format** posts `{text}` rendered from the same payload, with the same fields and no
+  extra data.
+- **Delivery:** 10 s timeout; attempts at 0 s, 10 s, and 60 s.
+- **URL checks:**
+  - Production requires `https`. `http` is allowed only for `localhost` outside production.
+  - In production, hosts that resolve to loopback, private, link-local, or metadata ranges are
+    rejected. The check runs on save **and** at every delivery. Delivery connects to the IP that
+    passed the check, through an undici `Agent` with a custom `connect.lookup`, and keeps the
+    original `Host` and SNI. A second DNS answer (rebinding) is never used.
+  - Delivery uses `redirect: "manual"`; a 3xx counts as a failed attempt.
+- **Alert state** (Q7):
+  - `ok → firing` sends `alert.firing` once; `firing → ok` sends `alert.resolved` once.
+  - Below `minSamples` the state stays unchanged.
+  - A Mongo lease (`findOneAndUpdate` on `leaseUntil`) means only one instance evaluates a rule
+    per tick.
+- **Scheduling:**
+  - In-process: `ObservabilityApp({alerts: {interval: true}})` ticks every 60 s.
+  - Durable: the `ai-observability/alerts-tick` cron job (T17).
+  - T8 and T9 add the `webhookDeliveryRunner` and `alerts.scheduler` options, so T17 plugs in jobs
+    without touching `ObservabilityApp`.
+
+### Test suites and CI (T11–T13, T18)
+
+| Model / route | Contract |
+| --- | --- |
+| `ObsTestSuite` | `name` (slug, unique), `description?`, `promptName`, `target: {version} \| {label}` (required; what a plain `terreno ai test <suite>` tests), `datasetId`, `evaluatorIds`, `thresholds` (default SOP gates), `includeUnproofread` (false), `modelOverride?`, `baselineLabel` (`production`), `maxCostUsd` (default 5; a run whose estimate exceeds it gets 400) |
+| CRUD | `/ai/observability/testSuites` (`aiTestSuite` CRUD) |
+| `POST /testSuites/:name/runs` | Empty body runs the suite's stored `target`. At most one override: `{version}`, `{label}`, or `{candidate: PromptVersionFields}`; several gives 400 (Q3). Returns 202 `{runId}`. Requires `aiTestSuite:run`. The admin **Run** button and the CLI call the same route |
+| `GET /testSuites/:name/runs/:runId` | `{status, passed, gates, baselineGates, failedItems: [{itemId, evaluator, dimension}], estimatedCostUsd, adminUrl?}` |
+| Run engine | An `ObsExperiment` with `suiteId` and `kind: "suite"` (default `"experiment"`). Versions are `unique([baseline, candidate])`, so a suite run may have one version. Gates decide on the candidate only; baseline gates are informational. An inline candidate uses version number `0` (real versions start at 1), with its body in a new `candidateBody` field, and creates no prompt version. `versions` stays `[Number]`; its validator becomes kind-aware (experiment 2–3, suite 1–2). That validator change is the only non-additive schema edit, and existing experiment documents still pass it |
+| `ObsServiceToken` | `tobs_` + 32 random bytes; SHA-256 hash stored; `name`, `userId`, `expiresAt` (required; default 90 days, max 365), `lastUsedAt`, `revokedAt`; ≤ 10 active per user; minted, listed, and revoked under `/serviceTokens` with `aiTestSuite:manageTokens`. Mint, revoke, and each use go to `AuditApp` when registered, otherwise `logger.info` |
+| Token scope | Accepted only on suite list, read, run, and run-status routes; every other route returns 401. The scope check runs **before** the legacy-admin shortcut in `observabilityRouteAccess.ts`, so an admin's token is still limited to suites. Access is the minting user's grants (RBAC when `accessControl` is set, else `admin: true`) intersected with `aiTestSuite:list/read/run`. A disabled or deleted user gets 401. Runs are limited to 10 per hour per token (429) (D5) |
+
+```bash
+TERRENO_API_URL=https://staging.example.com TERRENO_TOKEN=$OBS_CI_TOKEN \
+  terreno ai test summarize-gold
+terreno ai test summarize-gold --candidate-file prompts/example-summarize.json --json
+```
+
+- **Flags:**
+  - With no flag it runs the suite's stored `target`. At most one override: `--version N`,
+    `--label L`, or `--candidate-file path` (Q3). In CI, `--candidate-file` tests the prompt file
+    the PR changed.
+  - `--timeout` (s, default 900), `--poll` (s, default 5), `--json`, `--base-url`, `--token`.
+- **Output:** one row per gate (evaluator, dimension, value, threshold, verdict), the failed-item
+  count, and the admin URL.
+- **Exit codes:**
+  - `0`: passed.
+  - `1`: gates failed, run error, timeout, HTTP error, or usage error. The message, and the
+    `--json` `reason`, says which.
+
+### Prompt optimizer (T14, T15)
+
+| Input | Rule |
+| --- | --- |
+| `promptName`, `baseVersion` | Required |
+| `datasetId`, `evaluatorIds`, `thresholds` | Same validation as experiments |
+| `rounds` | 1–5, default 3 |
+| `candidatesPerRound` | 1–3, default 2 |
+| `maxCostUsd` | Required; the run stops before a round whose estimated cost exceeds the remaining budget |
+| `validationShare` | 0.3; items split deterministically by item id hash; at least 2 validation items, or 400 |
+
+**Algorithm: reflective rewrite** (Q5).
+
+1. Score the base version on the train items with `scoreVersionOnItems`, extracted from
+   `executeExperiment`.
+2. Each round:
+   1. Send up to 8 of the worst train items (failed gates first, then lowest scores) to the
+      optimizer prompt.
+   2. The optimizer prompt is the registry's `terreno-prompt-optimizer` production version, falling
+      back to the `PROMPT_OPTIMIZER_*` constant. It returns
+      `{candidates: [{system, template, rationale}]}` through `generateJsonObject`.
+   3. Reject candidates that change the template variable set or the `outputSchema`.
+   4. Score the remaining candidates on train.
+   5. Keep the best: most gates passed, then highest mean of the gated dimensions.
+3. Stop early when every gate passes on train.
+4. Score the base and the best candidate on the validation items.
+
+**PHI guards** (D6):
+
+- Only items a person wrote or checked are used: `origin: "manual"`, or `annotatedBy` set.
+  `origin: "trace"` items are auto-proofread from non-sensitive traces
+  (`datasetStore.ts:397`), and Flourish's non-sensitive traces can still hold PHI, so they are
+  excluded unless an annotator signed them. `synthetic` items count only when proofread.
+- Before **Save as vN+1**, the operator ticks "I reviewed this prompt for personal data". The
+  confirmation is stored on the new version's audit entry.
+- A candidate is rejected, and recorded as `rejected: "verbatim"`, when its `system`, `template`,
+  or `rationale` shares a verbatim run of 8 or more words with any item's input or expected output.
+  It is also rejected when it contains an item token of 4+ characters, or any digit run, that is
+  absent from the base prompt (names, dates, record numbers).
+- The run detail shows which candidates were rejected and why.
+
+`ObsOptimization` stores status, progress, every candidate with its train scores and rationale,
+`bestCandidateId`, validation scores, and `estimatedCostUsd`. Cost is estimated from token usage
+and `priceMap`: `scoreVersionOnItems` returns `{inputTokens, outputTokens}` per call when the AI
+client reports usage, and falls back to the experiment estimator when it does not. The UI
+labels every cost "estimated". Runs go through the experiment
+`BackgroundTaskRunner`.
+
+| Route | Contract |
+| --- | --- |
+| `POST /optimizations/estimate` | Calls and USD for the worst case |
+| `POST /optimizations` | `aiPrompt:optimize`; 202 `{id}` |
+| `GET /optimizations?promptName` and `GET /optimizations/:id` | `aiPrompt:read` |
+| `POST /optimizations/:id/cancel` | `aiPrompt:optimize` |
+| `POST /optimizations/:id/saveVersion {candidateId}` | `aiPrompt:update`. Creates `vN+1` from the candidate through `createVersion`. That moves only `latest`, as every save does; `production` and `staging` never move (Q4). Returns `{version}` |
+
+### RBAC (T2)
+
+| Resource | Actions |
+| --- | --- |
+| `aiAlert` (new) | `create`, `list`, `read`, `update`, `delete`, `test` |
+| `aiTestSuite` (new) | `create`, `list`, `read`, `update`, `delete`, `run`, `manageTokens` |
+| `aiPrompt` | adds `optimize` |
+
+Webhooks fall under `aiAlert`. Seeded `admin` gets all of these; `auditor` gets `list` and `read`;
+`superadmin` keeps `*`. The example `aiObservabilityViewer` and `aiObservabilityOperator` roles
+gain the matching grants. Re-seeding adds only the missing actions, as phase 4 does.
+
+### Admin UI (T19–T24)
+
+New sidebar entries under **AI Observability**: Threads, Monitoring, Alerts, Test suites, and
+Optimizer. Each gets breadcrumbs and the status chip, and is hidden without `list` on its resource.
+New data hooks use `adminRequest` (admin-frontend rule: no new `injectEndpoints`). Existing
+observability hooks (evaluators, status chip) gain only additive response-type fields; they add no
+new endpoints. Charts use `@terreno/ui` `LineChart`, `Scorecard`, and
+`DashboardGrid`.
+
+| Screen | Requirements |
+| --- | --- |
+| Threads / thread detail | Kind picker; table (id, traces, first/last, duration, cost, errors); timeline of traces with status, prompt, latency, cost, scores; trace detail shows group chips that link to the thread |
+| Evaluator (existing) | Live panel: prompt multi-select, include-sensitive toggle with a warning, effective-rate note from `status.liveEval`, 24 h runs, errors, and means |
+| Monitoring | Range 24 h / 7 d / 30 d, prompt filter; Scorecards (traces, error rate, p95, cost); line charts for volume, error rate, latency, cost; a score-trend chart per evaluator dimension; by-prompt and by-model tables; `tokens only` where unpriced |
+| Alerts / Webhooks | Rule list with state badge, editor, metric/filter pickers; webhook list, create (secret shown once), **Send test**, last 20 deliveries |
+| Test suites | List; editor; **Run** (version or label picker, shown with `aiTestSuite:run`); run history with pass/fail; run detail linking to experiment results; **CI tokens** panel (create, shown once; revoke) |
+| Optimizer | Wizard (prompt, base version, dataset, evaluators, rounds, budget, estimate); run detail with per-round best-score chart, candidate list, base vs best diff, train and validation scores, **Save as vN+1**; **Optimize** button on the prompt hub |
+
+## Acceptance criteria
+
+AC9 belonged to T10 and moved to X9 with it.
+
+| ID | Criterion | Verification |
+| --- | --- | --- |
+| AC1 | With `sampleRate: 1` and an evaluator at 100%, a generate writes live scores (`origin: "live"`) and one `ObsEvalRun` | `cd ai && bun test --preload ./src/tests/bunSetup.ts src/observability/liveEval.test.ts` |
+| AC2 | `sampleRate: 0` makes no judge call; error, no-output, and sensitive traces are skipped unless `includeSensitive`; a throwing judge records `ObsEvalRun.status: "error"` and the generate still resolves; scheduling the same trace twice, retrying a run, or crashing between the score write and `ok` leaves exactly one score set; an expired `pending` lease is reclaimed | same file |
+| AC3 | `livePromptNames` is required when a write sets the rate > 0; only matching production-label traces are sampled; a stored evaluator with a rate but no list is not sampled, stays editable, and appears in `status.liveEval.misconfiguredEvaluatorIds` | `liveEval.test.ts`, `routes/evaluators.test.ts` |
+| AC4 | A generate with `groups` stores them, invalid entries are dropped, chat turns carry `conversation`, and trace list filters by group | `traceGroups.test.ts`, `routes/traces.test.ts` |
+| AC5 | `/groups` lists groups with rollups and `/groups/:kind/:id` returns an ordered timeline; `session` works without stored groups | `routes/groups.test.ts` |
+| AC6 | `/metrics` returns the bucketed series, p50/p95, score trends, and breakdowns for seeded fixtures; unpriced buckets are `null` and never `0`; range limits give 400 | `routes/metrics.test.ts` |
+| AC7 | A webhook delivery carries a valid signature; a payload never contains trace input or output (type plus a test that seeds I/O and asserts its absence); retries stop after 3; disallowed URLs are rejected on save; when the lookup answers public then private, the socket connects to the checked public IP (asserted on the agent's connect target); a 3xx is not followed; list and read responses never contain `url` | `webhooks.test.ts`, `routes/webhooks.test.ts` |
+| AC8 | An alert rule fires once when a breach meets `minSamples`, resolves once, and is evaluated by one instance when two tick at once; the `alert.firing` body has the matching `traceIds` per metric and `adminUrl` when `publicAdminUrl` is set | `alertRules.test.ts` |
+| AC10 | A suite run on a passing version reports `passed: true`; a failing one reports failed gates and items; an empty body runs the stored target; an inline candidate runs without creating a version; two overrides give 400; a run whose estimate exceeds the suite's `maxCostUsd` gives 400; existing 2–3-version experiments still validate | `routes/testSuites.test.ts`, `experimentRunner.test.ts` |
+| AC11 | A `tobs_` token runs and reads suites, gets 401 on every other observability route (including when minted by a legacy admin, with and without `accessControl`), stops working when revoked, expired, or its user is disabled, cannot be minted without `expiresAt` ≤ 365 days, returns 429 on the 11th run in an hour, and each use writes an audit entry | `serviceTokens.test.ts` |
+| AC12 | `terreno ai test <suite>` with no flag runs the stored target; it exits 0 on pass and 1 on gate failure, timeout, HTTP error, or two override flags; `--json` prints `{ok, reason, gates}` | `cd cli && bun test src/commands/ai.test.ts` |
+| AC13 | With a deterministic fixture model, the optimizer improves a failing base on train, reports validation scores, rejects variable-changing candidates, rejects a candidate that copies 8+ words, or a new item token or digit run, of an item verbatim, never sends `origin: "trace"` items without `annotatedBy` to the optimizer prompt, and stops within `maxCostUsd` by estimate | `promptOptimizer.test.ts` |
+| AC14 | `saveVersion` creates `vN+1`, moves `latest` only, and leaves `production` and `staging` unchanged; it returns 400 without `reviewedForPersonalData: true`; RBAC denies `optimize` without the grant | `routes/optimizations.test.ts` |
+| AC15 | With JobsApp registered, live evals, alert ticks, and deliveries run as jobs, and the import guard keeps `@terreno/jobs` out of the root entry | `jobsRunners.test.ts`, `jobsRunner.test.ts` guard |
+| AC16 | New RBAC resources and actions seed correctly and compose for the example roles | `api` rbac tests, `example-backend` rbac test |
+| AC17 | Each new screen renders loading, empty, error, and data states, hides write controls without the grant, and passes the sorted-screen-keys assertion | `admin-frontend` isolated tests |
+| AC18 | Each UI task attaches `verify-ui-changes` screenshots to `/opt/cursor/artifacts/`, using data it creates through its own API in the walkthrough, and passes `accessibility-testing` keyboard and focus checks. T25 re-captures every screen on the seeded demo | screenshots + a11y report |
+| AC19 | `bun run backend:seed` fills Threads, Monitoring, Alerts, Test suites, and Optimizer with demo data idempotently | `seedAiObservabilityDemo.test.ts` |
+| AC20 | Docs pages listed per task exist and match shipped routes, options, and env | `update-docs` checklist in Roast |
+| AC21 | An operator with `aiTestSuite:run` starts a suite run from admin; it appears in run history with its gate verdict; without the grant the **Run** button is hidden and the route returns 403 | `admin-frontend` isolated test + `routes/testSuites.test.ts` + screenshot |
+
+## Rollout
+
+- Everything is additive. New fields are optional, new collections are local-plugin only, and no
+  migration or backfill is needed (`mongoose-schema-safety`: additive type only).
+- Evaluators saved before this plan may store a live rate but no prompt list. They stay
+  unsampled, stay editable, and are flagged in status and the evaluator screen until an operator
+  picks prompts.
+- Live evaluation stays off until an operator raises `AI_OBS_SAMPLE_RATE` above 0 **and** sets an
+  evaluator's rate and prompt list.
+- Alerts deliver only to webhooks an operator created; there is no default destination.
+- Release notes: one `changes/unreleased/*.md` per user-visible task, as the seed branch does.
+
+## Assumptions
+
+- PR #1565 merges first; this branch rebases onto `master` after it.
+- New admin hooks use `adminRequest`, per the admin-frontend rule; the sibling observability hooks
+  keep `injectEndpoints` until a separate migration.
+- Production MongoDB is 7.0+ (D7); local tests run 8.2.
+- The example backend passes `aiService` only when Vertex or Gemini credentials are set. Without
+  them, status reports `liveEval.available: false` and the demo relies on seeded data.
+- `publicAdminUrl` is a new optional `ObservabilityApp` option (T8). The example sets it from
+  `PUBLIC_APP_URL` in T25.
+- Observability routes keep their own routers, matching the existing `obs/routes/*.ts` files. T5
+  adds the observability plugin to the documented exceptions in
+  `docs/explanation/model-router-actions.md`, so the rule and the code agree.
+- Backend tasks form one ordered chain (T1 → T3 → … → T15). They share `observabilityApp.ts` route
+  mounting, `localPlugin.ts` model registration, the example-backend OpenAPI snapshot, and
+  `docs/reference/ai.md`. UI tasks T19 → T21 → T22 → T23 → T24 share the admin screen registries.
+  Parallel work: T2, T16, T17, T18, and T20.
+
+## Open questions (recommendation assumed)
+
+| ID | Question | Recommendation | Why | If answered differently | Tasks affected |
+| --- | --- | --- | --- | --- | --- |
+| Q2 | Which traces does a live evaluator sample? | Only traces whose prompt is in `livePromptNames` with the `production` label; the list is required | A judge written for summaries would score chat traffic as nonsense and still bill | "All traces" removes the required list and the filter from T4; add a label picker instead if staging traffic should be judged | T4, T20 |
+| Q3 | What does a run with no override test? | The suite's stored `target` (your answer: a suite holds the prompt version/label); flags and the admin picker override it for one run | Keeps `terreno ai test <suite>` a one-liner. A PR's own prompt change is tested with `--candidate-file`, because `createVersion` moves `latest` on every save (`promptStore.ts:178`) | Making overrides mandatory removes `target` from the model and adds a usage error | T11, T18, T23 |
+| Q4 | What happens to the optimizer's best candidate? | Saved as `vN+1` only when an operator clicks; `production` and `staging` never move (`latest` moves, as on every save) | The phase-1 rule is that promotion is an explicit admin action, and it keeps the registry clean | Auto-saving with the `staging` label removes a click but adds versions for every run | T15, T24 |
+| Q5 | Which optimizer algorithm ships first? | Reflective rewrite from failing items | It needs only the evaluators, datasets, and judge client that already exist | Few-shot selection (X5) needs per-item exemplars and a different candidate shape | T14 |
+| Q6 | Which webhook formats? | Signed generic JSON plus Slack text | Slack incoming webhooks reject arbitrary JSON, and Slack is a common alert channel; JSON covers PagerDuty-style receivers | JSON only drops the Slack renderer in T8 | T8, T22 |
+| Q7 | How often does a firing alert notify? | Once on firing and once on resolve | It avoids pager noise; the admin shows current state | Repeating every N minutes adds a `renotifyMinutes` field to T9 | T9, T22 |
+| Q8 | Does `terreno ai test` need JUnit output for CI summaries? | No; ship `--json` now (X4) | Exit code plus JSON is enough to gate | Adding `--junit` is one small task after T18 | T18 |
+
+## Expansions (follow up later)
+
+| ID | Idea | Why it came up | Rough size | Depends on |
+| --- | --- | --- | --- | --- |
+| X1 | Thread-level evaluators (score a whole conversation after it goes idle) | Groups make it possible; conversational metrics are the next quality signal | L | T3, T5 |
+| X2 | Backfill: run a live evaluator over the last N traces | Operators will want scores before sampling accumulates | S | T1 |
+| X3 | Per-evaluator daily live-eval budget | The global ceiling is coarse | S | T1, T6 |
+| X4 | `--junit` output for `terreno ai test` | CircleCI test summaries | S | T18 |
+| X5 | Few-shot and parameter optimizers, chaining | Other optimization strategies | L | T14 |
+| X6 | Email alert destination via `@terreno/comms` | Teams without Slack | M | T8 |
+| X7 | Saved dashboard views and custom charts | Monitoring screen is fixed | M | T21 |
+| X8 | MCP tools over traces, suites, and optimizations for coding agents | Agents debugging prompts from real data | M | T5, T11 |
+| X9 | Non-alert webhook events: `prompt.production.moved` (was T10), `testSuite.run.passed/failed`, `experiment.gates.failed`, `optimization.completed` | The request was webhooks for alerts; these came up while planning | S | T9, T11 |
+| X10 | Pre-aggregated hourly rollups if `/metrics` gets slow | Read-time aggregation over large trace counts | M | T7 |
+
+## Decisions
+
+| ID | Question asked | Answer | What it changes |
+| --- | --- | --- | --- |
+| D1 (durable) | What should a webhook payload include? | Metadata only: rule, metric, value vs threshold, window, prompt name/version, trace ids, admin deep link; never trace input or output | T8 payload type and test; T9 alert payloads |
+| D2 | Should online evaluation score `sensitive` traces? | Opt in per evaluator (`includeSensitive`, default false) | T1 skip rule, T4 field, T20 toggle |
+| D3 (durable) | Data model for arbitrary grouping ids? | Named group map `groups: {[kind]: id}`; `sessionId` surfaces as built-in kind `session` | T3, T5, T19 |
+| D4 | How do CI suites run? | Stored suites (dataset + prompt version/label + evaluators + gates); `terreno ai test <suite>` calls a running backend (e.g. staging) with a service token, waits, and exits non-zero on gate failure; also runnable from admin | T11–T13, T18, T23 (admin **Run**, AC21) |
+| D5 (durable) | Q1: What credential does CI use to call the backend? | A new `tobs_` observability service token, accepted only on suite routes (required expiry ≤ 365 days, 10 runs/hour, audited) | T13, T18, T23 as written |
+| D6 (durable) | Q10: What data may the optimizer send to its LLM, and what may it write into a prompt? | Only person-written or annotator-signed items; reject candidates that copy 8+ words or a new item token or digit run; personal-data review tick before saving | T14, T15, T24 as written |
+| D7 | Q9: Is production MongoDB 7.0+? | Yes | T7 and T9 use `$percentile` |
+
+## Sign-off
+
+Status: approved 2026-10-18 (chat; answers in D5–D7; Q2–Q8 stand on their recommendations)
+Cut: 2 rounds, 24 findings: 21 fixed, 3 moved to questions or expansions (round 1: F4 → Q1 asked at sign-off, F8 → X9; round 2: F9 → Q1 asked at sign-off), 0 rebutted