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Aug 19, 2025
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Docs: add reusable markdown fences for Holmes toolset configuration #815

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2eed9df
add markdown fences for common yaml output
aantn Aug 11, 2025
3288fd2
Updated UUID changes
pavangudiwada Aug 18, 2025
841cfdd
Merge branch 'master' into improve-docs-reusable-fence
aantn Aug 18, 2025
6207ac7
Merge branch 'master' into improve-docs-reusable-fence
pavangudiwada Aug 18, 2025
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122 changes: 122 additions & 0 deletions docs/custom_fences.py
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@@ -0,0 +1,122 @@
"""
Custom fence processors for MkDocs documentation.

Fences available:
- yaml-toolset-config: Creates 3 tabs (Holmes CLI, Holmes Helm Chart, Robusta Helm Chart) for toolset configurations
- yaml-helm-values: Creates 2 tabs (Holmes Helm Chart, Robusta Helm Chart) for Helm-only configurations like permissions
"""

import html
import uuid


def toolset_config_fence_format(source, language, css_class, options, md, **kwargs):
"""
Format YAML content into Holmes CLI, Holmes Helm Chart, and Robusta Helm Chart tabs for toolset configuration.
This fence does NOT process Jinja2, so {{ env.VAR }} stays as-is.
"""
# Generate unique IDs for this tab group to prevent conflicts
tab_group_id = str(uuid.uuid4()).replace("-", "_")
tab_id_1 = f"__tabbed_{tab_group_id}_1"
tab_id_2 = f"__tabbed_{tab_group_id}_2"
tab_id_3 = f"__tabbed_{tab_group_id}_3"
group_name = f"__tabbed_{tab_group_id}"

# Escape HTML in the source to prevent XSS
escaped_source = html.escape(source)

# Strip any leading/trailing whitespace
yaml_content = source.strip()

# Indent the yaml content for Robusta (add 2 spaces to each line under holmes:)
robusta_yaml_lines = yaml_content.split("\n")
robusta_yaml_indented = "\n".join(
" " + line if line else "" for line in robusta_yaml_lines
)

# Build the tabbed HTML structure for CLI, Holmes Helm, and Robusta
tabs_html = f"""
<div class="tabbed-set" data-tabs="1:3">
<input checked="checked" id="{tab_id_1}" name="{group_name}" type="radio">
<input id="{tab_id_2}" name="{group_name}" type="radio">
<input id="{tab_id_3}" name="{group_name}" type="radio">
<div class="tabbed-labels">
<label for="{tab_id_1}">Holmes CLI</label>
<label for="{tab_id_2}">Holmes Helm Chart</label>
<label for="{tab_id_3}">Robusta Helm Chart</label>
</div>
<div class="tabbed-content">
<div class="tabbed-block">
<p>Add the following to <strong>~/.holmes/config.yaml</strong>. Create the file if it doesn't exist:</p>
<pre><code class="language-yaml">{escaped_source}</code></pre>
</div>
<div class="tabbed-block">
<p>When using the <strong>standalone Holmes Helm Chart</strong>, update your <code>values.yaml</code>:</p>
<pre><code class="language-yaml">{escaped_source}</code></pre>
<p>Apply the configuration:</p>
<pre><code class="language-bash">helm upgrade holmes holmes/holmes --values=values.yaml</code></pre>
</div>
<div class="tabbed-block">
<p>When using the <strong>Robusta Helm Chart</strong> (which includes HolmesGPT), update your <code>generated_values.yaml</code>:</p>
<pre><code class="language-yaml">holmes:
{html.escape(robusta_yaml_indented)}</code></pre>
<p>Apply the configuration:</p>
<pre><code class="language-bash">helm upgrade robusta robusta/robusta --values=generated_values.yaml --set clusterName=&lt;YOUR_CLUSTER_NAME&gt;</code></pre>
</div>
</div>
</div>"""

return tabs_html


def helm_tabs_fence_format(source, language, css_class, options, md, **kwargs):
"""
Format YAML content into Holmes and Robusta Helm Chart tabs.
This fence does NOT process Jinja2, so {{ env.VAR }} stays as-is.
"""
# Generate unique IDs for this tab group to prevent conflicts
tab_group_id = str(uuid.uuid4()).replace("-", "_")
tab_id_1 = f"__tabbed_{tab_group_id}_1"
tab_id_2 = f"__tabbed_{tab_group_id}_2"
group_name = f"__tabbed_{tab_group_id}"

# Escape HTML in the source to prevent XSS
escaped_source = html.escape(source)

# Strip any leading/trailing whitespace
yaml_content = source.strip()

# Indent the yaml content for Robusta (add 2 spaces to each line)
robusta_yaml_lines = yaml_content.split("\n")
robusta_yaml_indented = "\n".join(
" " + line if line else "" for line in robusta_yaml_lines
)

# Build the tabbed HTML structure
tabs_html = f"""
<div class="tabbed-set" data-tabs="1:2">
<input checked="checked" id="{tab_id_1}" name="{group_name}" type="radio">
<input id="{tab_id_2}" name="{group_name}" type="radio">
<div class="tabbed-labels">
<label for="{tab_id_1}">Holmes Helm Chart</label>
<label for="{tab_id_2}">Robusta Helm Chart</label>
</div>
<div class="tabbed-content">
<div class="tabbed-block">
<p>When using the <strong>standalone Holmes Helm Chart</strong>, update your <code>values.yaml</code>:</p>
<pre><code class="language-yaml">{escaped_source}</code></pre>
<p>Apply the configuration:</p>
<pre><code class="language-bash">helm upgrade holmes holmes/holmes --values=values.yaml</code></pre>
</div>
<div class="tabbed-block">
<p>When using the <strong>Robusta Helm Chart</strong> (which includes HolmesGPT), update your <code>generated_values.yaml</code> (note: add the <code>holmes:</code> prefix):</p>
<pre><code class="language-yaml">enableHolmesGPT: true
holmes:
{html.escape(robusta_yaml_indented)}</code></pre>
<p>Apply the configuration:</p>
<pre><code class="language-bash">helm upgrade robusta robusta/robusta --values=generated_values.yaml --set clusterName=&lt;YOUR_CLUSTER_NAME&gt;</code></pre>
</div>
</div>
</div>"""

return tabs_html
48 changes: 12 additions & 36 deletions docs/data-sources/builtin-toolsets/coralogix-logs.md
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Expand Up @@ -16,42 +16,18 @@ For example if you access Coralogix at `https://my-team.app.eu2.coralogix.com/`

## Configuration

=== "Holmes CLI"

Add the following to **~/.holmes/config.yaml**. Create the file if it doesn't exist:

```yaml
toolsets:
coralogix/logs:
enabled: true
config:
api_key: "<your Coralogix API key>"
domain: "eu2.coralogix.com"
team_hostname: "your-company-name"

kubernetes/logs:
enabled: false # Disable default Kubernetes logging
```

--8<-- "snippets/toolset_refresh_warning.md"

=== "Robusta Helm Chart"

```yaml
holmes:
toolsets:
coralogix/logs:
enabled: true
config:
api_key: "<your Coralogix API key>"
domain: "eu2.coralogix.com"
team_hostname: "your-company-name"

kubernetes/logs:
enabled: false # Disable default Kubernetes logging
```

--8<-- "snippets/helm_upgrade_command.md"
```yaml-toolset-config
toolsets:
coralogix/logs:
enabled: true
config:
api_key: "<your Coralogix API key>"
domain: "eu2.coralogix.com"
team_hostname: "your-company-name"

kubernetes/logs:
enabled: false # Disable default Kubernetes logging
```

## Capabilities

Expand Down
134 changes: 34 additions & 100 deletions docs/data-sources/builtin-toolsets/grafanaloki.md
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Expand Up @@ -36,120 +36,54 @@ curl -s -u admin:admin http://localhost:3000/api/datasources | jq '.[] | select(

### Configuration (Grafana Proxy)

=== "Holmes CLI"

Add the following to **~/.holmes/config.yaml**. Create the file if it doesn't exist:

```yaml
toolsets:
grafana/loki:
enabled: true
config:
api_key: <your grafana API key>
url: https://xxxxxxx.grafana.net # Your Grafana cloud account URL
grafana_datasource_uid: <the UID of the loki data source in Grafana>

kubernetes/logs:
enabled: false # HolmesGPT's default logging mechanism MUST be disabled
```

--8<-- "snippets/toolset_refresh_warning.md"

=== "Robusta Helm Chart"

```yaml
holmes:
toolsets:
grafana/loki:
enabled: true
config:
api_key: <your grafana API key>
url: https://xxxxxxx.grafana.net # Your Grafana cloud account URL
grafana_datasource_uid: <the UID of the loki data source in Grafana>

kubernetes/logs:
enabled: false # HolmesGPT's default logging mechanism MUST be disabled
```

--8<-- "snippets/helm_upgrade_command.md"
```yaml-toolset-config
toolsets:
grafana/loki:
enabled: true
config:
api_key: <your grafana API key>
url: https://xxxxxxx.grafana.net # Your Grafana cloud account URL
grafana_datasource_uid: <the UID of the loki data source in Grafana>

kubernetes/logs:
enabled: false # HolmesGPT's default logging mechanism MUST be disabled
```

## Direct Connection

The toolset can directly connect to a Loki instance without proxying through a Grafana instance. This is done by not setting the `grafana_datasource_uid` field. Not setting this field makes HolmesGPT assume that it is directly connecting to Loki.

### Configuration (Direct Connection)

=== "Holmes CLI"

Add the following to **~/.holmes/config.yaml**. Create the file if it doesn't exist:

```yaml
toolsets:
grafana/loki:
enabled: true
config:
url: http://loki.logging
headers:
X-Scope-OrgID: "<tenant id>" # Set the X-Scope-OrgID if loki multitenancy is enabled

kubernetes/logs:
enabled: false # HolmesGPT's default logging mechanism MUST be disabled
```

--8<-- "snippets/toolset_refresh_warning.md"

=== "Robusta Helm Chart"

```yaml
holmes:
toolsets:
grafana/loki:
enabled: true
config:
url: http://loki.logging
headers:
X-Scope-OrgID: "<tenant id>" # Set the X-Scope-OrgID if loki multitenancy is enabled

kubernetes/logs:
enabled: false # HolmesGPT's default logging mechanism MUST be disabled
```

--8<-- "snippets/helm_upgrade_command.md"
```yaml-toolset-config
toolsets:
grafana/loki:
enabled: true
config:
url: http://loki.logging
headers:
X-Scope-OrgID: "<tenant id>" # Set the X-Scope-OrgID if loki multitenancy is enabled

kubernetes/logs:
enabled: false # HolmesGPT's default logging mechanism MUST be disabled
```

## Advanced Configuration

### Search Labels

You can tweak the labels used by the toolset to identify Kubernetes resources. This is only needed if your Loki logs settings for `pod` and `namespace` differ from the defaults.

=== "Holmes CLI"

Add the following to **~/.holmes/config.yaml**:

```yaml
toolsets:
grafana/loki:
enabled: true
config:
url: ...
labels:
pod: "pod"
namespace: "namespace"
```

=== "Robusta Helm Chart"

```yaml
holmes:
toolsets:
grafana/loki:
enabled: true
config:
url: ...
labels:
pod: "pod"
namespace: "namespace"
```
```yaml-toolset-config
toolsets:
grafana/loki:
enabled: true
config:
url: ...
labels:
pod: "pod"
namespace: "namespace"
```

Use the following commands to list Loki's labels and determine which ones to use:

Expand Down
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