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Automated Release

Release process:

  • Verify the release version by looking at the releases page on the Kanister repo.
  • Trigger the pre-release workflow with the desired version number (e.g. bump the minor version portion 0.106.0 -> 0.107.0), which will result in a PR getting created in Kanister repo
  • Review and validate created PR that it doesn't have any unintended changes
  • Make sure to validate that all merged PRs in the release have release notes
    • Make sure that CHANGELOG.md and CHANGELOG_CURRENT.md contain release notes for the release version
    • NOTE While we establish the new process of release notes, it may be required to add notes in pre-release step by commiting them into pre-release branch
  • Approve and merge the pre-release PR (it will be merged by kueue when approved)
  • Merging of pre-release PR will trigger the release.yaml pipeline, which will create a github release and publish the images
  • The Kanister release job will publish a new tag, update documentation, build all the docker images, and push them to the ghcr.io registry
  • Post release announcement in kanister slack and https://groups.google.com/g/kanisterio

Pre-release workflow

pre-release workflow serves to create a new version of kanister, and updates the older version number in source files of kanister repo with new version and creates a PR in kanister repo.

The workflow can be triggered using workflow dispatch from the Actions tab in the repo: https://github.com/kanisterio/kanister/actions/workflows/pre-release.yml It has a required input of release_tag, which should be set to a version next to the current version.

This will result in creating a PR with a version bump, like kanisterio#2629 NOTE PR description would look like pre-release: Update version to ...

This PR would update the older Kanister version reference in various files.

Pre-release PR should contain updates to CHANGELOG.md and CHANGELOG_CURRENT.md, which will be auto-generated on workflow run.

IMPORTANT Reviewer of the pre-release PR should check if there are changelog items (release notes) for merged PRs and may add them in the pre-release PR if necessary.

After adding release notes, CHANGELOG.md and CHANGELOG_CURRENT.md should be re-generated using:

make reno-report VERSION=<pre-release-verstion>

And then committed to the pre-release branch.

IMPORTANT Reno scans commits to detect release notes. Only committed release notes will be added to the CHANGELOG files.

Release workflow

release workflow tags the repo using release_tag variable either from the merged pre-release PR or from workflow dispatch. It then uses the goreleaser tool to produce a github release and core images such as ghcr.io/kanisterio/controller, ghcr.io/kanisterio/repo-server-controller, ghcr.io/kanisterio/kanister-tools and ghcr.io/kanisterio/kanister-kubectl-1.18

Published release artifacts include helm chart for the operator.

Release workflow also builds and publishes docs and helm chart index into GH pages.

Release notes

When working on pre-release PR the person doing the release should check that merged PRs have release notes when necessary.

It can be checked by running a diff with previous release and looking at the PR commits:

git log 0.106.0..HEAD --invert-grep --grep='deps' --grep='docs' --grep='build' | grep -oh '^.*\(#[0-9]*\)'

And verifying that PRs have release notes.

This is a bit tedious, but should be less of an issue as we establish a process of adding release notes.

Handling Failures

Retry

Depending on where the release failed, some of the following steps may have succeeded:

  • Creation of a new tag in the kanister repo
  • PR raised in kanister to update kanister tools

Before rerunning the release job manually, do the following:

  • Delete the tag manually from GitHub
  • Close the PRs created (to avoid confusion)

Manual Release (Only needed when automation is broken)

Prerequisites:

  • Make sure you have admin access or access to push tags on Kanister
  • Make sure you have access to push images to GHCR

Create pre-release

If pre-release pipeline does not work.

Assuming previous version is 0.42.0 and new release version is 0.43.0

$ export PREV_TAG="0.42.0"
$ export RELEASE_TAG="0.43.0"
$ git checkout -b "kan-docs-${RELEASE_TAG}"
$ ./build/bump_version.sh "${PREV_TAG}" "${RELEASE_TAG}"
$ make reno-report VERSION="${RELEASE_TAG}"
$ git add -A
$ git commit -m"pre-release: Update version to ${RELEASE_TAG}"
$ git push origin kan-docs-${RELEASE_TAG}

Create PR from this branch.

Create release binaries and images

If release pipeline does not work

  1. Make sure to merge pre-release PR first.

  2. Create a release tag

$ export RELEASE_TAG="0.43.0"
$ git checkout master
$ git pull origin master
$ git tag -a "${RELEASE_TAG}" -m "Release version";
$ git push origin "${RELEASE_TAG}"
  1. Build helm charts
$ export PACKAGE_FOLDER=helm_package
$ export HELM_RELEASE_REPO_URL=https://github.com/kanisterio/kanister/releases/download/${RELEASE_TAG}
$ export HELM_RELEASE_REPO_INDEX=https://charts.kanister.io/
$ make package-helm VERSION=${RELEASE_TAG}
  1. Release binaries and docker images
$ make gorelease CHANGELOG_FILE=./CHANGELOG.md GORELEASE_PARAMS='--draft'
  1. Update and release docs and helms charts

Currently Github pages publishing is only supported via Github actions

Publish Kanister Release

Finally, go to https://github.com/kanisterio/kanister/releases, and publish the draft release.

Post-release Checks

  • Verify the Kanister repo for the new release tag.

  • Verify if the docker images have a new tag. NOTE: Not all docker images are relevant. TODO: Add a list of the most relevant docker images to be verified here.

  • Update the helm repo and check that helm charts version is up to date

helm repo update kanister
helm show chart kanister/kanister-operator