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cairnobs/docs/architecture.md
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jcoffey-dev 18a55ccd5a Realign the roadmap with what is already built
Three of the roadmap's claims were contradicted by the repository
itself.

Fleet management was Phase 11, "Planned", and positioning.md said config
still flowed to the agent from the host rather than from the platform.
agent-management-design.md has recorded the opposite for some time:
punch list complete, verified live, with central authoring, versioning,
rollout on the next check-in, observation, and a restart command a real
agent picks up and acts on. There is no Phase 11 now. Its remainder is
either already named there -- stop/uninstall, per-host multi-row
alerting, a rule-per-host generator -- or belongs to Phase 8, since
distributing rules is the one genuinely new thing the mechanism has to
carry, and a rule language nobody can push to a fleet is not worth
having.

That inverts the old ordering argument, which put fleet last on the
grounds that it manages configuration the earlier phases define. Sound
reasoning; the world went the other way and built the mechanism first.
Recorded rather than quietly dropped, because the instinct behind it is
a good one that happened not to apply.

Retention was listed as a question Phase 10 would finally have to
answer. Half of it is answered: api/logretention serves operator-driven
preview and delete with an owner-only per-agent floor. What is missing
is an automatic TTL, so Phase 10 owns tiering and automatic TTL rather
than retention from nothing.

The rule-language recommendation is now settled rather than proposed,
and not on its own authority: DesiredOverride is already a closed typed
shape that cannot carry arbitrary code, so no channel exists that would
deliver JavaScript to an agent even if the language argument had gone
the other way.

That surfaced a requirement nothing had written down. Agent management
rests on an invariant it states outright -- every editable field
degrades behaviour without cutting off the agent's ability to receive
the next correction. Processing rules break it: a rule that panics or
loops strands the agent exactly the way a corrupted ingest endpoint
would, across every host it reached first. Phase 8 now owes either total
evaluation or apply-then-verify with rollback, chosen deliberately
rather than discovered mid-rollout.

Signed-off-by: John Coffey <[email protected]>
2026-09-04 19:16:01 -07:00

20 KiB

Cairn OBS Architecture

Status: Updated through Phase 4. The component map/diagram below is still the Phase 0 request path (agent → ingest → ClickHouse → api → web) — it was never redrawn for the full-text search, dashboards/ alerting, or enterprise/ additions; see each phase's runbook (/docs/phase-N-runbook.md) for what was actually verified when it shipped. The component responsibilities table and the sections below the diagram are kept current. Phase 0's original framing ("draft, correct as needed") still applies to anything not yet built.

Mission

Open-core, Kubernetes-native centralized logging platform. Compete with Splunk on features; win on cost-per-GB, a modern language stack, and multi-tenant RBAC that's actually honest about its guarantees.

Positioned against Cribl as well as Splunk — the destination and the road are separate claims with separate consequences, worked through in positioning.md. The pipeline controls that implies (processing, routing to third-party destinations, archive and replay, fleet configuration) are not built, and the data path today has exactly one destination.

Component map

┌──────────┐   gRPC/mTLS   ┌──────────┐   produce   ┌───────────┐  consume  ┌────────────┐
│  agent   │ ────────────▶ │  ingest  │ ──────────▶ │ Redpanda  │ ────────▶ │  ingest     │
│ (Rust)   │                │ (Go)     │             │ (Kafka API)│           │  consumer   │
└──────────┘                └──────────┘             └───────────┘           │  (Go)       │
                                                                              └──────┬─────┘
                                                                                     │ batch INSERT
                                                                                     ▼
                                                                              ┌────────────┐
                                                                              │ ClickHouse │
                                                                              └─────┬──────┘
                                                                                    │ SQL
                                                                        ┌───────────▼───────────┐
                                                                        │ api (Go: gRPC+REST)    │
                                                                        └───────────┬───────────┘
                                                                                    │ REST
                                                                        ┌───────────▼───────────┐
                                                                        │ web (SvelteKit)        │
                                                                        └────────────────────────┘

Decision (confirmed 2026-08-12): Redpanda stays in the Phase 0 path. The ingest service's gRPC front end produces to Redpanda rather than writing ClickHouse directly; a separate consumer path reads from Redpanda and batches inserts into ClickHouse. This exercises the real transport layer from day one instead of deferring it, and keeps Kafka credentials off the edge agent.

Storage / query split

  • ClickHouse is the analytical store of record for structured log data: timestamp, host, service, severity, message, plus a Map(String,String) for arbitrary structured fields. Partitioned by day, ordered by (service, timestamp).
  • Tantivy (Phase 1) will provide full-text indexing over the message field and unstructured payloads, queried out-of-band from ClickHouse and joined by a log identifier. Not built in Phase 0.
  • Schema-on-write using OTel semantic conventions as the default log schema; schema-on-read fallback for unstructured/raw text that doesn't fit the structured columns (captured via the Map column and/or a raw passthrough field).
  • Postgres (Phase 3) holds control-plane config only — dashboards, panels, notification targets, alert rules/state, delivery log, and (Phase 4) tenants/users/tenant_memberships/audit_log. Never log data; ClickHouse/Tantivy stay the only place a log record itself lives. See /docs/phase-3-dashboard-design.md for why ClickHouse's MergeTree family isn't a fit for this (no real row-level locking/transactional read-modify-write).

This split is not to be changed without discussion — see PROJECT-SPEC.md.

Component responsibilities

Component Responsibility
agent (Rust, musl) Tail a log file or read journald; parse RFC 5424 syslog with raw passthrough fallback; batch; ship via gRPC/mTLS to ingest. Windows (ETW/Event Log) code exists but is unverified on real Windows hardware — see /agent/README.md.
proto Shared .proto contracts for agent↔ingest and api↔search gRPC, versioned independently of either side.
transport Redpanda docker-compose + topic provisioning scripts. No application code.
ingest (Go) gRPC server accepting agent connections; produces normalized OTel-log-like records to Redpanda; separate consumer reads from Redpanda and batch-writes to ClickHouse. No tenant concept — every record lands in the one shared logs table regardless of source (see "Tenant isolation" below).
storage ClickHouse schema migrations + docker-compose for local/homelab.
search (Rust, Phase 1) Consumes the same Redpanda topic ingest does (own offset tracking), builds a Tantivy full-text index over message, serves matches over gRPC. Writes always go to one shared (default) index (ingest isn't tenant-aware); reads can be scoped per-tenant via SearchRequest.tenant_id and src/registry.rs's IndexRegistry (Phase 4) — see "Tenant isolation" below.
api (Go) gRPC + REST gateway. POST /query compiles pipe-syntax or raw SQL to one IR, executed across ClickHouse/Tantivy (/docs/query-language-design.md). internal/dashboards is CRUD only — panel query execution happens client-side, reusing /query. internal/authz (Phase 4) enforces RBAC via a network call to enterprise-auth, never an import.
alerting (Go, Phase 3) Evaluates alert rules on an interval, calls api's POST /query (via a RoleService credential once Phase 4 auth is configured — see /docs/phase-4-isolation-design.md's alerting↔api gap), delivers firing/resolved notifications (webhook/Slack/PagerDuty).
enterprise (Go, AGPLv3 — see "Licensing boundary" below, Phase 4) OIDC login (internal/loginhandler's /auth/oidc/login+/auth/oidc/callback) and SAML login (/auth/saml/login+/auth/saml/acs, via internal/saml's crewjam/saml wiring) — both a real IdP round trip, each verified with a real fake IdP (coreos/go-oidc's oidctest, crewjam/saml's samlidp) but not a real external one, RBAC storage (internal/rbacstore), session/service-token issuance (internal/session), the append-only audit log (internal/audit), enterprise-auth's HTTP surface (/internal/authorize, /auth/features), per-tenant ClickHouse provisioning (internal/tenantprovision) and query routing (internal/chrunner), and cmd/enterprise-api — a second binary combining core's api/queryapi/api/dashboards handlers with these tenant-aware implementations. Never imported by core — see "Licensing boundary" below. Also internal/searchclient (per-tenant Tantivy routing, wired the same way into search).
web (SvelteKit, static build) Query bar, dashboards, alerts, and (Phase 4) a settings page that renders SSO status via a runtime capability check (GET /auth/features) rather than bundling enterprise/'s components directly — an architectural choice (core builds and runs standalone) that predates and doesn't depend on Phase 6's relicensing.
cli (cairnobsctl) ping, query, dashboards (list/get/apply), alerts (list/get/apply). $CAIRNOBSCTL_TOKEN, if set, is forwarded as a Bearer credential (Phase 4).
deploy A Helm chart covering every docker-compose.yml service, plus (Phase 4) a small Go Operator managing one CRD (Tenant) that provisions a per-tenant ClickHouse credential Secret. Never applied to a live cluster in the environment this was built in — see /deploy/README.md's verification section before trusting it.

Tenant isolation model (Phase 4)

Full design rationale: /docs/phase-4-isolation-design.md. Full honest accounting of what's actually enforced vs. designed-only: /docs/security/threat-model.md — read that before assuming any claim below holds for log data specifically.

As designed: one dedicated ClickHouse database + narrowly-granted user per tenant (never the shared default/admin credential), one dedicated Tantivy index directory per tenant, system.* access revoked per tenant, connections resolved from an immutable per-tenant map (never a shared pool with session-level USE). Isolation lives at the connection layer — every query, compiled or raw SQL, is forced through a tenant-scoped connection the database's own access control enforces — not at the query-compiler layer, since Phase 2's raw-SQL escape hatch is opaque to any compiler-injected filter.

As built, currently:

  • Role-based access control (api/authz) is live on /query and /dashboards, resolved via enterprise-auth over HTTP.
  • Control-plane tenant scoping is live for dashboards (api/dashboards's store filters every query by the authenticated identity's tenant, never a client-supplied field).
  • The alertingapi service-identity gap (task 2's finding) is closed: a RoleService credential, distinct from every human role.
  • ClickHouse connection-layer isolation is built, but lives in a second binary: enterprise/internal/tenantprovision (real CREATE DATABASE/CREATE USER/GRANT against ClickHouse) and enterprise/internal/chrunner (a per-tenant connection registry implementing api/querylang/executor.SQLRunner, resolving the right tenant's connection from the authenticated identity in request context) are wired into enterprise/cmd/enterprise-api — a binary that imports both api's handler packages and enterprise's tenant-aware implementations (the allowed enterprise → api import direction; core still never imports enterprise/). Real integration tests assert a tenant cannot read another tenant's database by fully-qualified name, and that system.query_log/system.tables/ SHOW DATABASES don't leak across tenants either — written but not yet run against a live ClickHouse in this environment, see /docs/security/threat-model.md and /docs/phase-4-runbook.md's verification-status sections. Plain api/cmd/api still exists, unchanged, with its single shared connection — nothing forces a deployment to run enterprise-api instead, and nothing flags it if it doesn't.
  • Tantivy index-layer isolation is built, and verified. search/src/registry.rs's IndexRegistry resolves SearchRequest.tenant_id (added to proto/sentry/search/v1/ search.proto) to its own on-disk index, opened on demand; enterprise/internal/searchclient sets that field from the authenticated request identity, the same "read from ctx, fail closed" shape chrunner uses. Unlike the ClickHouse pieces, this one actually ran in the environment it was built in — Tantivy is an embedded library, so the cross-tenant isolation probe needed no live database or Docker to execute for real, and it passed.
  • Ingest identity, ClickHouse write-routing, and Tantivy write-routing are all now built. ingest (AGPL core) gained an optional TenantResolver (ingest/internal/grpcserver): an agent presents a per-tenant bearer credential (enterprise-auth -create-ingest-credential-tenant=<id> mints one, only its hash stored), validated over the network via a new POST /internal/authorize-ingest endpoint (never an enterprise/ import — same "network boundary, not import boundary" shape api/authz.Authorizer already uses), and the resolved tenant ID rides as a tenant_id Kafka message header on every record produced. enterprise/cmd/enterprise-ingest (another "second binary," mirroring enterprise-api) consumes that tag: it reuses ingest/consumer's own flush loop with enterprise/internal/chwriter.Registry swapped in as the writer, routing each batch's records to a per-tenant ClickHouse connection (one per tenant, built from rbacstore. ListProvisionedDataSources — the same source chrunner already uses for reads), fail-closed on an untagged or unprovisioned tenant. Building it found and fixed a real bug: tenantprovision. ProvisionClickHouse originally granted a tenant's ClickHouse user SELECT only, which would have made every real per-tenant write fail with a permission error — fixed by granting SELECT, INSERT (one credential, both directions; no cross-tenant boundary is crossed by also allowing INSERT within a tenant's own database). search's independent Redpanda consumer (a different codebase — Rust — and a different process, not reachable through either ingest or enterprise-ingest) is now write-routed too: search/src/consumer.rs resolves each record's tenant_id header through the same IndexRegistry the read side (search/src/registry.rs + enterprise/internal/searchclient) already used, and writes there instead of always into the default index. No "second binary" needed here, unlike ClickHouse — Tantivy has no grant system to gate a separately-credentialed binary behind (originally written when that credential was commercially licensed; the split was never actually about which license enterprise/ carried, only about ClickHouse's grant system being the thing worth isolating), so IndexRegistry already lived directly in this AGPL-core binary, and read/write just share it. The active-tenant gap this design left open is now closed too: search/src/tenants.rs's ActiveTenantTracker polls a new GET /internal/active-tenants endpoint on enterprise-authsearch has no Postgres access, so unlike chwriter.Registry's direct rbacstore query or the read side's searchclient.TenantChecker, this needed a network call instead (the same "network boundary, not import boundary" shape ingest's TenantResolver already uses against the same service, authenticated with a RoleService credential like alertingapi) — and consumer.rs refuses any tagged record whose tenant isn't in the polled allowlist. Off unless configured, fail-closed on the first fetch, last-known-good on later refresh failures; see search/src/tenants.rs's doc comment for the full design and search/src/registry.rs's for how mechanism (index lifecycle) and policy (the gate) responsibilities split.
  • deploy/operator's Tenant CRD and enterprise-api -provision-tenant are now unified, deliberately lightweight: -provision-tenant stays the sole real actor (ClickHouse + rbacstore), and now also syncs its real result into the Tenant CRD (enterprise/internal/tenantcrd) -- a real credential Secret, and status fields the reconciler (deploy/operator/internal/controller) derives Phase/Ready from rather than independently guessing. The reconciler itself gained no new credentials and still never touches ClickHouse/Postgres.

The deployment-topology gap is closed for both Helm and docker-compose: deploy/helm/cairnobs/templates/api.yaml/ enterprise-api.yaml are mutually exclusive on enterprise.enabled, rendering to the same Service name and port either way, so a Helm-deployed cluster can't accidentally run the wrong binary — the same flag that turns on RBAC/audit/SSO now also chooses the query binary. docker-compose.yml's api/enterprise-api services are the same mutually-exclusive choice via COMPOSE_PROFILES (.env defaults to plain api), sharing a host-port/network-alias trick so alerting/ web need no conditional config either way. With both storage engines' connection/index-layer mechanisms built, deployment topology enforced at both the Helm and docker-compose layers, the two provisioning mechanisms unified, both storage engines' write paths per-tenant-routed, and the tenant-picker frontend page now built and browser-verified (web/src/routes/select-tenant, api/httpserver.WithCredentialedCORS — see /PROJECT-SPEC.md's Phase 4 section and /web/README.md's "Tenant picker" section), the remaining gaps in this phase are entirely the already-disclosed live-verification caveats: the ClickHouse/Postgres- backed pieces have never run against a real database in this environment, and nothing here has been tried against a real external IdP or a real running multi-container deployment.

Licensing boundary

AGPLv3 for the entire project, including enterprise/ — as of Phase 6, there is no separate commercial-license carve-out anywhere in this repo. enterprise/ (added Phase 4 under a commercial-license stub, covering SSO, RBAC storage, audit logging) was relicensed to AGPLv3 in Phase 6; see /docs/compliance/license-audit-report.md for the full record of that decision, including the deliberate business-model consequence: anyone, including competitors, can now legally self-host or fork those features under AGPLv3's terms.

Core still never imports from enterprise/ — enforced in CI by hack/check-tenant-boundary.sh, which greps every build for the import edge — but this is now purely an architectural boundary, not a licensing one. It exists so core stays buildable and deployable with zero multi-tenant mechanism present regardless of what license either side carries, and so tenant identity resolution stays server-side rather than trusting a request parameter — see /docs/phase-4-isolation-design.md. Where core needs a decision only enterprise/ can make (is this request authorized, what SSO is configured), it calls enterprise-auth over plain HTTP instead (api/authz.HTTPAuthorizer, web's GET /auth/features) — the same "network boundary, not import boundary" shape /alertingapi already used before enterprise/ existed.

Non-negotiables carried from PROJECT-SPEC.md

  • Rust agent: statically linked musl, x86_64-unknown-linux-musl and aarch64-unknown-linux-musl, no glibc runtime deps.
  • Windows support via native ETW/Event Log API, not WSL — designed (Phase 1) but still unverified on real Windows hardware.
  • Every UI action maps to a documented REST/gRPC call — no UI-only logic.
  • Pinned stack (see PROJECT-SPEC.md table) — no substitutions without discussion.

Explicitly out of scope (current, Phase 4)

Per /PROJECT-SPEC.md's Phase 4 non-goals and /docs/security/threat-model.md: deny-override permission grants, a data retention/deletion policy for deprovisioned tenants, general multi-cluster orchestration in /deploy, and any defense against a privileged ClickHouse/Postgres administrator — every isolation and audit-integrity guarantee here is a structural defense against application-layer bugs, not an operational control.

Open questions for you to resolve

  • Automatic retention/TTL policy for the ClickHouse logs table — not specified yet. The operator-driven half exists: api/logretention serves preview and delete, with an owner-only per-agent floor. What is missing is a policy that expires data without somebody asking it to. Deferred until storage sizing became a real concern; Phase 10's archive/replay work is where it stops being deferrable, since tiering to object storage and reading back from it is the same question asked from the other side. See positioning.md.
  • Exact OTel log schema field mapping (which OTel resource/log attributes map to which ClickHouse columns) — Phase 0 uses a minimal subset (timestamp, host, service, severity, message, attributes map); full mapping deferred.
  • mTLS certificate provisioning/rotation story for agents — Phase 0 will use a static dev CA and manually issued certs; production PKI design is out of scope here.