> ## Documentation Index
> Fetch the complete documentation index at: https://densify-sync-changelog-7.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Automation Strategy and Policy Model

Kubex Automation Engine separates automation into strategy and policy.

## Strategy vs Policy

* Strategy: Defines how resource changes are allowed
* Policy: Defines where those rules apply and how recommendations are selected

## Main CRD Types

### Strategy CRs

* `AutomationStrategy` (namespaced)
* `ClusterAutomationStrategy` (cluster scoped)

These define:

* Resource enablement for CPU and memory requests and limits
* In-place resize behavior
* Pod eviction fallback behavior
* Safety-check behavior

### Policy CRs

* `ProactivePolicy` and `ClusterProactivePolicy` (recommendation-driven)
* `StaticPolicy` and `ClusterStaticPolicy` (fixed resource values)

These define:

* Namespace and workload selection scope
* Strategy reference
* Resource targets (for static policies)
* Weight and precedence behavior

## Mapping from Helm Values

When using Helm-managed policy generation:

* `policy.policies.<name>` creates a `ClusterAutomationStrategy`
* `scope[].name` becomes `ClusterProactivePolicy.metadata.name`
* `scope[].policy` (or `policy.defaultPolicy`) references strategy name

Helm-managed `scope` and `policy.policies` preserve the values-driven flow from `values-edit.yaml`, while those generated CRs can still be managed independently when needed.

Namespaced `AutomationStrategy`, `ProactivePolicy`, `StaticPolicy`, and cluster static policies are supported by the controller and are commonly managed through dedicated CR manifests.

## Scope Design Guidance

Recommended practices:

* Keep policy ownership clear between platform and app teams
* Use separate strategies for conservative and aggressive automation profiles
* Use scope selectors to avoid broad accidental inclusion
* Validate precedence when scopes overlap

## Deep References

* Policy Configuration Guide:
  [https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Policy-Configuration.md](https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Policy-Configuration.md)
* Policy Evaluation Reference:
  [https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Policy-Evaluation.md](https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Policy-Evaluation.md)
* Cluster Automation Strategies:
  [https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Cluster-Automation-Strategies.md](https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Cluster-Automation-Strategies.md)
* Cluster Proactive Policies:
  [https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Cluster-Proactive-Policies.md](https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Cluster-Proactive-Policies.md)
* Static Policies:
  [https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Static-Policies.md](https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Static-Policies.md)