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docs: warehouse selection strategies #2963

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139 changes: 5 additions & 134 deletions docs/docs/15-concepts.md
Original file line number Diff line number Diff line change
Expand Up @@ -81,6 +81,11 @@ A **warehouse** is a _source_ of freight. A warehouse subscribes to one or more:
Anytime something new is discovered in any repository to which a warehouse
subscribes, the warehouse produces a new piece of freight.

:::note
For technical details of the corresponding `Warehouse` resource type,
refer to [Working with Warehouses](./30-how-to-guides/16-working-with-warehouses.md).
:::

### What is a Promotion?

A **promotion** is a request to move a piece of freight into a specified stage.
Expand Down Expand Up @@ -157,140 +162,6 @@ status:
prod: {}
```

### `Warehouse` Resources

Each Kargo warehouse is represented by a Kubernetes resource of type
`Warehouse`.

A `Warehouse` resource's most important field is its `spec.subscriptions` field,
which is used to subscribe to one or more:

* Container image repositories

* Git repositories

* Helm charts repositories

The following example shows a `Warehouse` resource that subscribes to a
container image repository and a Git repository:

```yaml
apiVersion: kargo.akuity.io/v1alpha1
kind: Warehouse
metadata:
name: my-warehouse
namespace: kargo-demo
spec:
subscriptions:
- image:
repoURL: public.ecr.aws/nginx/nginx
semverConstraint: ^1.26.0
- git:
repoURL: https://github.com/example/kargo-demo.git
```
:::info
Kargo uses [semver](https://github.com/masterminds/semver#checking-version-constraints) to handle semantic versioning constraints.
:::

#### Git Subscription Path Filtering

In some cases, it may be necessary to constrain the paths within a Git
repository that a `Warehouse` will consider as triggers for `Freight`
production. This is especially useful for GitOps repositories that are
"monorepos" containing configuration for multiple applications.

The paths that may or must not trigger `Freight` production may be specified
using a combination of the `includePaths` and `excludePaths` fields of a Git
repository subscription.

The following example demonstrates a `Warehouse` with a Git repository
subscription that will only produce new `Freight` when the latest commit
(selected by the applicable commit selection strategy) contains changes in the
`apps/guestbook` directory since the last piece of `Freight` produced by the
`Warehouse`:

```yaml
apiVersion: kargo.akuity.io/v1alpha1
kind: Warehouse
metadata:
name: my-warehouse
namespace: kargo-demo
spec:
subscriptions:
- git:
repoURL: https://github.com/example/kargo-demo.git
includePaths:
- apps/guestbook
```

The next example demonstrates the opposite: a `Warehouse` with a Git repository
subscription that will only produce new `Freight` when the latest commit
(selected by the applicable commit selection strategy) contains changes to paths
_other than_ the repository's `docs/` directory:

```yaml
apiVersion: kargo.akuity.io/v1alpha1
kind: Warehouse
metadata:
name: my-warehouse
namespace: kargo-demo
spec:
subscriptions:
- git:
repoURL: https://github.com/example/kargo-demo.git
excludePaths:
- docs
```

`includePaths` and `excludePaths` may be combined to include a broad set of
paths and then exclude a subset of those. The following example demonstrates a
`Warehouse` with a Git repository subscription that will only produce new
`Freight` when the latest commit (selected by the applicable commit selection
strategy) contains changes _within_ the `apps/guestbook` directory _other than_
the `apps/guestbook/README.md`:

```yaml
apiVersion: kargo.akuity.io/v1alpha1
kind: Warehouse
metadata:
name: my-warehouse
namespace: kargo-demo
spec:
subscriptions:
- git:
repoURL: https://github.com/example/kargo-demo.git
includePaths:
- apps/guestbook
excludePaths:
- apps/guestbook/README.md
```

:::note
It is important to understand that new `Freight` will be produced when the
latest commit (selected by the applicable commit selection strategy) contains
_even a single change_ that is:

1. Implicitly included via undefined `includePaths`.

    OR

Explicitly included via `includePaths`.

AND

2. Not explicitly excluded via `excludePaths`.
:::

:::info
By default, the strings in the `includePaths` and `excludePaths` fields are
treated as exact paths to files or directories. (Selecting a directory will
implicitly select all paths within that directory.)

Paths may _also_ be specified using glob patterns (by prefixing the string with
`glob:`) or regular expressions (by prefixing the string with `regex:` or
`regexp:`).
:::

### `Promotion` Resources

Each Kargo promotion is represented by a Kubernetes resource of type
Expand Down
190 changes: 190 additions & 0 deletions docs/docs/30-how-to-guides/16-working-with-warehouses.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,190 @@
---
description: Learn how to work effectively with Warehouses
sidebar_label: Working with Warehouses
---

# Working with Warehouses

Each Kargo warehouse is represented by a Kubernetes resource of type
`Warehouse`.

## The `Warehouse` Resource Type

A `Warehouse` resource's most important field is its `spec.subscriptions` field,
which is used to subscribe to one or more:

* Container image repositories

* Git repositories

* Helm charts repositories

The following example shows a `Warehouse` resource that subscribes to a
container image repository and a Git repository:

```yaml
apiVersion: kargo.akuity.io/v1alpha1
kind: Warehouse
metadata:
name: my-warehouse
namespace: kargo-demo
spec:
subscriptions:
- image:
repoURL: public.ecr.aws/nginx/nginx
semverConstraint: ^1.26.0
- git:
repoURL: https://github.com/example/kargo-demo.git
```
:::info
Kargo uses [semver](https://github.com/masterminds/semver#checking-version-constraints) to handle semantic versioning constraints.
:::

### Image Subscription

For subscriptions to container image repositories, the `imageSelectionStrategy` field specifies the method for selecting
the desired image. The available strategies for subscribing to an image repository are:

- `Digest`: This strategy is used when subscribing to a specific mutable tag, such as `latest`, which is generally
discouraged due to best practices favoring immutable tags. Users must supply a value in the `constraint` field,
specifying the mutable tag they wish to track. The strategy will retrieve the latest details for the image
tagged in this way, including any new or updated digest.

- `Lexical`: This strategy selects the image with the lexicographically greatest tag, making it suitable
for scenarios where tags incorporate date/time stamps in formats like `yyyymmdd`. When using this
strategy, it's recommended to pair it with a regular expression in the `allowTags` field to limit
eligibility to tags that match the expected format, ensuring the correct selection of tags.

- `NewestBuild`: This strategy selects the image with the most recent build time.

:::warning

`NewestBuild` requires retrieving metadata for every eligible tag, which can be slow and might
exceed the registry's rate limits. It's advisable to use the `allowTags` field to limit
the number of tags for which metadata is retrieved, thereby reducing the risk of hitting rate limits.
:::

- **SemVer**: This strategy selects the image that best matches a semantic versioning constraint.

:::info
Kargo uses [semver](https://github.com/masterminds/semver#checking-version-constraints) to handle these contraints,
allowing users to define and manage versions precisely.
:::

### Git Subscription

In subscriptions to Git repositories, the `commitSelectionStrategy` field
specifies the method for selecting the desired commit.
The available strategies for subscribing to a git repository are:

- `Lexical`: Selects the commit referenced by the lexicographically greatest tag.
It is particularly useful in scenarios where commit references, such as tags or branches,
incorporate date/time stamps in formats like `yyyymmdd`.
To ensure the correct selection, it's advisable to use regular expressions in the
`allowTags` or `allowBranches` field, which limit the acceptable format of the references,
preventing the selection of undesired tags like `zzz-custom` over something like `nightly-20241211`.
- `NewestFromBranch`: Selects the most recent commit from a specified branch. It's useful when tracking the latest changes in a branch that receives regular updates.
- `NewestTag`: Selects the most recent commit associated with a tag. Since tags are typically immutable,
there should be only one commit per tag.
To optimize this strategy, it's recommended to constrain the eligible tags using regular expressions or specific patterns,
ensuring the selection is limited to tags that follow a consistent naming convention.
- `SemVer`: Selects the commit referenced by a *tag* that best matches the constraint.

#### Git Subscription Path Filtering

In some cases, it may be necessary to constrain the paths within a Git
repository that a `Warehouse` will consider as triggers for `Freight`
production. This is especially useful for GitOps repositories that are
"monorepos" containing configuration for multiple applications.

The paths that may or must not trigger `Freight` production may be specified
using a combination of the `includePaths` and `excludePaths` fields of a Git
repository subscription.

The following example demonstrates a `Warehouse` with a Git repository
subscription that will only produce new `Freight` when the latest commit
(selected by the applicable commit selection strategy) contains changes in the
`apps/guestbook` directory since the last piece of `Freight` produced by the
`Warehouse`:

```yaml
apiVersion: kargo.akuity.io/v1alpha1
kind: Warehouse
metadata:
name: my-warehouse
namespace: kargo-demo
spec:
subscriptions:
- git:
repoURL: https://github.com/example/kargo-demo.git
includePaths:
- apps/guestbook
```

The next example demonstrates the opposite: a `Warehouse` with a Git repository
subscription that will only produce new `Freight` when the latest commit
(selected by the applicable commit selection strategy) contains changes to paths
_other than_ the repository's `docs/` directory:

```yaml
apiVersion: kargo.akuity.io/v1alpha1
kind: Warehouse
metadata:
name: my-warehouse
namespace: kargo-demo
spec:
subscriptions:
- git:
repoURL: https://github.com/example/kargo-demo.git
excludePaths:
- docs
```

`includePaths` and `excludePaths` may be combined to include a broad set of
paths and then exclude a subset of those. The following example demonstrates a
`Warehouse` with a Git repository subscription that will only produce new
`Freight` when the latest commit (selected by the applicable commit selection
strategy) contains changes _within_ the `apps/guestbook` directory _other than_
the `apps/guestbook/README.md`:

```yaml
apiVersion: kargo.akuity.io/v1alpha1
kind: Warehouse
metadata:
name: my-warehouse
namespace: kargo-demo
spec:
subscriptions:
- git:
repoURL: https://github.com/example/kargo-demo.git
includePaths:
- apps/guestbook
excludePaths:
- apps/guestbook/README.md
```

:::note
It is important to understand that new `Freight` will be produced when the
latest commit (selected by the applicable commit selection strategy) contains
_even a single change_ that is:

1. Implicitly included via undefined `includePaths`.

OR

Explicitly included via `includePaths`.

AND

2. Not explicitly excluded via `excludePaths`.
:::

:::info
By default, the strings in the `includePaths` and `excludePaths` fields are
treated as exact paths to files or directories. (Selecting a directory will
implicitly select all paths within that directory.)

Paths may _also_ be specified using glob patterns (by prefixing the string with
`glob:`) or regular expressions (by prefixing the string with `regex:` or
`regexp:`).
:::
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