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Open_Ultra_SAST/docs/deployment.md
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Marius CiepluchandClaude Fable 5.1 5aac7eac36 docs: audit against v2.0.0; deployment guide (local ax and a separate Kubernetes cluster)
Every README and docs page checked against ousast --help, the code and the committed records. New docs/deployment.md (in the nav): what runs where today, this host's setup (up.sh, doctor, smoke Run, footprint), step-by-step guidance for a separate Kubernetes cluster with implemented vs planned stated per item (no cluster deployment has been made; kube context and doctor's registry check are hard-coded in doctor.py, egress.py, router.py), and what the plane/ manifests need changed. Decision-engine pages state slice 2 (six families, pooled and within-pair AUC, BLOCK offered nowhere, canary below 0.9 for three families, positives-only inflation) and that the engine is not adopted; exp-002 registered, not run, no result quoted. Fixed: model/judge.py reference (now model/pipeline.py), missing-key behaviour, .env reference (OPENROUTER_EMBEDDING_MODEL, store variables), docs extra, plane memory-normalise and ousast index listed, ax README's cluster table made precise. RELEASE_NOTES gets an Unreleased entry.

Co-Authored-By: Claude Fable 5.1 <[email protected]>
Claude-Session: https://claude.ai/code/session_01EmM1j46qgKMh3zqD1QMwEo
2026-10-02 16:03:46 +02:00

19 KiB

Deployment

How the agentic plane is deployed today, and what moving it to a separate Kubernetes cluster would take. State as of 2026-10-02 (v2.0.0). A scan needs none of this: ousast scan and ousast pre-push run from the Python package (and the Docker image for Joern, see Engine and pre-push). The plane is the maintainers' surface for model work over whole repositories, driven by ousast plane.

Two words are used strictly on this page. Implemented means the code on main does it and it has run on the maintainer's host. Planned means it has not been done; the guidance is derived from the code and the host's lessons, and the code changes it needs are named with their file paths.

No deployment of the plane to a cluster other than the maintainer's single-node kind cluster has been made. Section B is guidance, not a record.

What runs where today (implemented)

flowchart LR
    subgraph host ["Operator's host"]
        rec["Reconciler: ousast plane run"]
        rcv["Artifact receiver: in-process HTTP server, port 18090"]
        env[".env or exported variables: provider keys, S3 settings"]
    end
    subgraph cluster ["kind cluster on the same host"]
        ax["ax control plane (ax-system)"]
        sub["Agent Substrate (ate-system): atenet-router, atenet-egress"]
        act["Task actors in gVisor workers (WorkerPool ousast-pool)"]
        svc["Service ousast-receiver + EndpointSlice to the host"]
        reg["Registry localhost:5001: runner image by digest"]
    end
    mem[("Memory store: file store on the host, or an S3 bucket (RustFS tested)")]
    rec -- "ax apply, resume, get, delete" --> ax
    rec -- "EgressPolicy per actor; start request via port-forward" --> sub
    sub --> act
    act -- "HTTP by Service name through the gateway" --> svc
    svc --> rcv
    rec --> mem
    reg -. "pull by digest" .-> act
Part Where it runs Code or manifest
Reconciler (ousast plane run, status, remember) the operator's host src/openultrasast/plane/reconciler.py
Artifact receiver an HTTP server inside the reconciler process, on the host, port OUSAST_ARTIFACT_PORT (18090) src/openultrasast/plane/egress.py (Receiver, RECEIVER_PORT)
How actors reach the receiver the Service ousast-receiver.ax-system (port 80) with a selector-less EndpointSlice whose endpoint is the kind network's gateway address on the host; the runner dials the ClusterIP with the Service name as Host, which the egress gateway allows by hostname ops/ax/receiver-service.yaml.tmpl, rendered by up.sh
ax control plane, Agent Substrate, egress gateway, router the kind cluster (ax-system, ate-system) installed by ops/ax/up.sh from the upstream checkouts under ~/.cache/ousast/ax-src/
Tasks one actor per Task in a gVisor worker; two warm workers of 1 CPU / 1.5 GiB ops/ax/workerpool.yaml.tmpl
Runner image the kind-local registry localhost:5001, pinned by digest (~/.cache/ousast/ax-src/runner-image) plane/Dockerfile.runner; the image of every template under plane/tasks/
Provider keys read from the operator's environment or .env (which never overrides an exported variable), sent only in the start request through a kubectl port-forward to svc/atenet-router src/openultrasast/plane/router.py
Memory store OUSAST_MEMORY: a file store under ~/ousast-results/plane/memory by default, or s3://<bucket>[/<prefix>] on any reachable S3-compatible server (RustFS is the tested one) src/openultrasast/plane/memory.py, Memory, RustFS setup
Run state and artifacts $OUSAST_RESULTS/plane/<run>/ on the host (default ~/ousast-results/plane/) reconciler.py (run_dir)

Only the reconciler talks to the memory store: a sandboxed task cannot read it, so the loop's memory-snapshot is seeded by the reconciler before the Run (The plane on ax).

A. This host: the local setup (implemented)

What ops/ax/up.sh needs on the PATH: docker, go, kubectl, kind, ko and ax (it refuses to start when one is missing). Tools live in ~/go/bin and ~/.local/bin; sources and rendered files in ~/.cache/ousast/ax-src/ (OUSAST_AX_SRC).

  1. Bring up the cluster and the plane.

    ops/ax/up.sh
    

    Idempotent: each step is skipped when already done. It creates the kind cluster (KIND_CLUSTER_NAME, default ousast) with its registry (KO_DOCKER_REPO, default localhost:5001), installs Agent Substrate, applies the egress gateway (the agentgateway variant, one prebuilt image) when the install left it out, deploys the ax control plane, applies the receiver Service with the host's kind-gateway address as its endpoint, applies the gVisor worker pool, builds and pushes the runner image and writes its digest pin to ~/.cache/ousast/ax-src/runner-image, installs the ax CLI from the deployed checkout (a release CLI skews from the server), and runs one smoke Task. It ends by printing the host's memory and the kind containers' usage.

  2. Check it.

    uv run ousast plane doctor
    

    Four checks: the kind context is reachable, every pod in ate-system and in ax-system is ready, and the registry at localhost:5001 holds ousast-runner. Each failing line names ops/ax/up.sh as the fix. doctor is informational: ousast plane run does not call it.

  3. Run the end-to-end smoke Run.

    ops/ax/smoke-run.sh
    

    It renders ops/ax/smoke-run.yaml.tmpl with the current runner digest and submits the Run ax-e2e-smoke through the reconciler: one model-free repo-facts Task (budget: {usd: 0, calls: 0}) over a files-only Workspace, resumed, started through the router, its facts.json and summary.json delivered to the host, then ousast plane status ax-e2e-smoke prints the attribution table. The script calls the repository's .venv/bin/ousast, so uv sync first.

  4. Keys and the store. Put DEEPSEEK_API_KEY (chat) and OPENROUTER_API_KEY (embeddings) in .env or export them; a Task's Model names the variable (secretKey.key), and the key travels only in that Task's start request. Set OUSAST_MEMORY=s3://<bucket> with S3_ENDPOINT, AWS_ACCESS_KEY_ID, AWS_SECRET_ACCESS_KEY (optional S3_REGION, S3_BUCKET) for the S3 store; the bucket must be set up once by an admin as RustFS setup describes, and the store verifies it at every start.

  5. Run a real Run, as in Examples: ousast plane run plane/runs/validation-46.yaml, then status and remember.

  6. Tear down with ops/ax/down.sh, which deletes the cluster and its registry.

Footprint (measured 2026-09-29, idle, two workers; ax on this host):

Item Value
kind node container memory 1.7 GiB (27% of the 7.7 GiB host)
registry container memory 34 MiB
node volume (images, containerd) 4.9 GB on disk
worker pool 2 gVisor workers, 1 CPU / 1.5 GiB limit each

Disk is the binding constraint: the Substrate install and the ko builds need several GB of Go caches (go clean -cache -modcache afterwards), and every Task is its own actor template with a golden actor (about 24 MB each under /var/lib/ate/actors on the node). The failures the host produced, and what each one taught, are listed in ax on this host.

B. A separate Kubernetes cluster (planned)

The target: a cluster that runs Agent Substrate with its egress gateway and the ax control plane, pulls the runner image from a registry of yours, receives task artifacts without a developer laptop in the path, and keeps its memory in your S3 bucket. The provider key already travels only in the start request through atenet-router, which works the same through a port-forward to any cluster. Everything else below is either a step you take or a code change that is not made yet.

B.1 Cluster with Agent Substrate, its egress gateway and ax

  • Install Agent Substrate on the cluster following its own instructions. ops/ax/up.sh uses Substrate's kind helpers (hack/create-kind-cluster.sh, hack/install-ate-kind.sh), which do not apply to another cluster.
  • Apply the egress gateway. On this host it is the agentgateway variant (manifests/ate-install/agentgateway-egress in the Substrate checkout, applied with kubectl kustomize --load-restrictor=LoadRestrictionsNone), which needs no Rust build; the Envoy variant does. Without the gateway an actor has no network at all, and the per-task EgressPolicies the reconciler writes (src/openultrasast/plane/egress.py) work unchanged against the Substrate-installed gateway: deny by default, hostnames only, plain HTTP to the receiver, TLS passthrough to the Workspaces' Git hosts and the Model's declared hosts.
  • Deploy ax (make deploy AX_IMAGE_REPO=<your registry> in the ax checkout) after B.2.
  • Apply a WorkerPool (B.6). Substrate installs none by itself ("no free workers").

B.2 ax's snapshot bucket: AX_SNAPSHOTS_BUCKET

ax's deploy manifest (deploy/ax-server.yaml in the ax checkout) sets AX_SNAPSHOTS_BUCKET to the ax authors' own bucket (gs://dberkov-gke-dev3/ate-env/ in the checkout used here). Point it at your own bucket before deploying ax. On this host the bucket named there did not exist in the S3 server, deleted golden actors piled up in DELETING and filled the disk during a 600-task harvest (2026-10-01); creating the bucket let deletes complete, and even then a deleted actor's directory stays on the node, so long Runs need a janitor that removes directories no live actor owns.

B.3 A registry the workers can pull from, the runner image pinned by digest

  • Build the runner from the repository root and push it to your registry:

    docker build -f plane/Dockerfile.runner -t <registry>/ousast-runner:dev .
    docker push <registry>/ousast-runner:dev
    docker inspect --format '{{range .RepoDigests}}{{println .}}{{end}}' <registry>/ousast-runner:dev
    
  • Substrate rejects tags: every Task's image must be the <registry>/ousast-runner@sha256:... reference. Write it into a file (on this host, ~/.cache/ousast/ax-src/runner-image) and pass --runner-image FILE to ousast plane workspaces and ousast plane harvest, which re-pin the Tasks they generate. The committed templates under plane/tasks/ and the generated plane/tasks/validation-46.yaml carry localhost:5001/ousast-runner@sha256:... and need the same re-pin (regenerate, or replace the reference) before they run elsewhere.

  • Workers must be able to pull from the registry (credentials, if any, are the cluster's concern; ax's default runner image on gcr.io needs credentials and is not used here).

  • Not yet configurable: ousast plane doctor checks the registry at localhost:5001 by name (src/openultrasast/plane/doctor.py:45), so its fourth check fails on another cluster even when the image is in place. doctor is informational, plane run does not depend on it.

B.4 One configurable kube context

The reconciler, the egress client and the router port-forward all use the context kind-$KIND_CLUSTER_NAME (kind-ousast by default). Not yet configurable: the prefix kind- is hard-coded in src/openultrasast/plane/doctor.py:39, src/openultrasast/plane/egress.py:115 and :148, and src/openultrasast/plane/router.py:145; ops/ax/up.sh:24 builds the same name. The planned change is one variable (for example OUSAST_KUBE_CONTEXT) read in those three modules. Until then the only way to drive another cluster from the unchanged code is to give its kubeconfig context a name of that form (kubectl config rename-context <ctx> kind-<name> and KIND_CLUSTER_NAME=<name>), which is a workaround, not a supported configuration. The egress client also needs kubectl-ate (or the executable OUSAST_KUBECTL_ATE names) able to use that context.

B.5 The receiver: in-cluster instead of on the host

Today the receiver is a thread inside the reconciler process (egress.py, Receiver), and the reconciler learns of a task's completion by watching that object's delivered set in memory (reconciler.py). Actors reach it through the Service ousast-receiver.ax-system whose EndpointSlice points at the host. Three paths, in order of effort:

  1. Interim, works with the unchanged code: keep the host receiver and render ops/ax/receiver-service.yaml.tmpl with an endpoint address the egress gateway pod can reach (KIND_GATEWAY is just an IPv4 address in the template, OUSAST_ARTIFACT_PORT the port). The reconciler's host must be reachable from the cluster (a VPN or a routed address), and the gateway dials the address the actor connected to, so the Service's ClusterIP must still map to it.
  2. Planned: the receiver as an in-cluster Deployment behind the same Service name, with the reconciler reading deliveries and serving inputs from it instead of from its own thread. This needs code: the receiver and its delivered/inputs state are in-process today, and the runner's GET /inputs/<producer>/<artifact> is served by that same process.
  3. Follow-on: presigned-URL delivery to the S3 store. The runner would PUT its output tar to a presigned URL on the memory store's bucket and fetch inputs the same way, and the reconciler would read from the bucket. Nothing of this exists; the EgressPolicy would then have to allow the store's hostname for the task.

B.6 Worker pool sizing

ops/ax/workerpool.yaml.tmpl declares two warm gVisor workers of 1 CPU / 1.5 GiB (requests 250m / 1.5 GiB) for the 7 GB host, selected onto nodes by ate.dev/substrate-version. An actor occupies a whole worker, so the pool size is the number of tasks that can run at once; set --workers on ousast plane run to match. Size the workers above the largest Task's limits (verify: requests 250m / 384Mi, limits 1 CPU / 1 GiB; roles and the others are in plane/tasks/), and keep the golden-actor storage on the node in mind (B.2).

B.7 The S3 memory store reachable from where the reconciler runs

The s3:// store already works against any reachable S3-compatible server with versioning, lifecycle rules, object tags and S3 Select (RustFS is the tested one; the bucket setup and the agent policy are on RustFS setup). Only the reconciler reads and writes it, so today it must be reachable from the operator's host; if the reconciler moves into the cluster, from its pod. No Task talks to the store directly; the day one does (B.5, path 3), that Task's EgressPolicy must allow the store's hostname (the policies allow hostnames only, never addresses), the way a Model declares its hosts today through openultrasast.io/egress-hosts.

B.8 Secrets in Kubernetes Secrets, injected into the reconciler's environment

The reconciler reads the variable a Model's secretKey.key names (DEEPSEEK_API_KEY, OPENROUTER_API_KEY) and the store's S3_ENDPOINT, AWS_ACCESS_KEY_ID, AWS_SECRET_ACCESS_KEY (optional AWS_SESSION_TOKEN, S3_REGION, S3_BUCKET) from its own environment or .env. When the reconciler runs in the cluster, keep them in Kubernetes Secrets and inject them into the reconciler's pod environment (envFrom with secretRef, or valueFrom.secretKeyRef per variable). Never put a value into a manifest: the Model manifests name a variable, the rendered Task carries no key, and the key reaches an actor only in the start request, where the runner keeps it in memory and redacts it from echoed stderr. The secretKey.name values in plane/models/ (deepseek, openrouter) are the names such Secrets would carry. Running the reconciler in-cluster is itself planned: today it is a host process, and its state directory (OUSAST_RESULTS) would need a persistent volume.

What is implemented and what is planned

Item Status
ax as the only executor; `plane run status
Per-task EgressPolicy, credentials only in the start request, per-task budgets and attribution implemented
S3 memory store against any reachable S3-compatible server, verified at startup implemented (RustFS tested)
Local bring-up, doctor, smoke Run (ops/ax/) implemented
Re-pinning generated Tasks to another registry (--runner-image) implemented; the committed templates still name localhost:5001
Deployment to a cluster other than this host's kind cluster not done
One configurable kube context planned; kind- hard-coded in doctor.py, egress.py, router.py
doctor registry check against a configurable registry planned; localhost:5001 hard-coded in doctor.py:45
Receiver as an in-cluster Deployment planned (code change)
Presigned-URL delivery to the S3 store follow-on, not started
Reconciler running in-cluster with Secrets injected into its environment planned
AX_SNAPSHOTS_BUCKET on your own bucket, worker pool sized to the cluster your deployment's setting; documented, nothing to change in this repository

C. The manifests under plane/

Path Moves unchanged? What changes
plane/models/*.yaml yes nothing: provider, prices, secretKey variable names and openultrasast.io/egress-hosts are cluster-independent
plane/tasks/*.yaml (templates) no only the image reference: <your registry>/ousast-runner@sha256:<digest> (B.3); resources stay unless the pool is sized differently
plane/tasks/validation-46.yaml, plane/runs/*.yaml regenerate generated by ousast plane workspaces --validation-set ... --runner-image FILE; the Run spec itself (steps, inputs, outputs, budgets) is cluster-independent
plane/workspaces/*.yaml yes nothing: Git sources at pinned commits; their hosts enter each task's EgressPolicy automatically; inline files stay under the ~20 KB limit the actor template tolerates
plane/Dockerfile.runner yes nothing; build from the repository root and push to your registry
ops/ax/receiver-service.yaml.tmpl no the endpoint address (B.5, path 1), or replaced by an in-cluster receiver (path 2)
ops/ax/workerpool.yaml.tmpl no replicas and limits (B.6)
ops/ax/smoke-task.yaml.tmpl, smoke-run.yaml.tmpl yes rendered with RUNNER_IMAGE from your pin file
ops/ax/up.sh, down.sh no kind-specific; they do not apply to another cluster

The Run and Task contract itself (plane/runner.py as PID 1 of the runner image, AX_TASK_YAML and AX_WORKSPACES_YAML, /healthz and /readyz, the start request, the tar delivery as completion) does not depend on where the cluster is: The plane on ax.