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chore(operator): adds the workflow for release-please #12450

Merged
merged 9 commits into from
Apr 11, 2024
42 changes: 42 additions & 0 deletions .github/workflows/operator-check-prepare-release-commit.yml
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name: operator-check-prepare-release-commit

on:
pull_request:
paths:
- 'operator/**'
branches:
- master

jobs:
check-commit:
runs-on: ubuntu-latest
if: |
github.event.pull_request.head.ref == 'release-please--branches--master--components--operator' &&
contains(github.event.pull_request.title, 'chore( operator): community release')
steps:
- name: Extract release version
id: pr_semver
run: |
PR_TITLE="${{ github.event.pull_request.title }}"
SEMVER=$(echo "$PR_TITLE" | sed -n 's/^chore( operator): community release \([0-9]\+\.[0-9]\+\.[0-9]\+\)$/\1/p')
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echo "semver=$SEMVER" >> $GITHUB_OUTPUT

- name: Checkout code
uses: actions/checkout@v4
with:
ref: master
path: "release"

- name: Check main commits for prepare release commit
id: check_commit
env:
GH_TOKEN: ${{ secrets.GH_TOKEN }}
working-directory: "release"
run: |
COMMIT=$(gh search commits "chore(operator): prepare community release v${{ steps.pr_semver.outputs.semver }}")
if [ -n "$COMMIT" ]; then
echo "Prepare release commit found."
else
echo "No prepare release commit found for the release version ${{ steps.pr_semver.outputs.semver }}"
exit 1
fi
42 changes: 42 additions & 0 deletions .github/workflows/operator-release-please.yml
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name: operator-release-please

on:
push:
paths:
- 'operator/**'
branches:
- master

permissions:
contents: write
pull-requests: write

jobs:
releasePlease:
runs-on: ubuntu-latest
outputs:
release_created: ${{ steps.release.outputs.operator--release_created }}
release_name: ${{ steps.release.outputs.operator--tag_name }}
steps:
- uses: google-github-actions/release-please-action@v4
id: release
with:
path: operator
config-file: operator/release-please-config.json
token: ${{ secrets.GH_TOKEN }}
publishRelease:
needs:
- "releasePlease"
runs-on: ubuntu-latest
if: ${{ needs.releasePlease.outputs.release_created }}
steps:
- name: "pull code to release"
uses: "actions/checkout@v4"
with:
path: "release"
- name: "publish release"
env:
GH_TOKEN: ${{ secrets.GH_TOKEN }}
working-directory: "release"
run: |
gh release edit "${{ needs.releasePlease.outputs.release_name }}" --draft=false --latest=false
3 changes: 2 additions & 1 deletion .release-please-manifest.json
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@@ -1,3 +1,4 @@
{
".": "3.0.0"
".": "3.0.0",
"operator": "0.6.0"
}
76 changes: 76 additions & 0 deletions operator/docs/operator/release.md
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---
title: "Release operations"
description: "Documentation on how the operator release process works"
lead: ""
date: 2023-04-01T09:00:00+00:00
lastmod: 2023-04-01T09:00:00+00:00
draft: false
images: []
menu:
docs:
parent: "operator"
weight: 100
toc: true
---

This document will go over the design of the release process for the Loki Operator and how to release it.

# Design

To release Loki Operator we need the following:
1. Bump the Loki Operator version and generate the bundle manifests with `make bundle-all`;
2. Update the CHANGELOG.md with the new version;
3. Create a release tag and a release on GitHub;
4. Open two PRs to [k8s-operatorhub/community-operators](https://github.com/k8s-operatorhub/community-operators) and [redhat-openshift-ecosystem/community-operators-prod](https://github.com/redhat-openshift-ecosystem/community-operators-prod) with the contents of the new bundles;

Loki Operator uses the GitHub [action release-please](https://github.com/google-github-actions/release-please-action) to automate steps 2 and 3. Furthermore, to automate step 4 we use a workflow that is triggered when a release tag is created.

In the following sections, we will go over how the workflows are configured.

## release-please

release-please automates CHANGELOG generation, the creation of GitHub releases, and version bumps. It does so by parsing the git history, looking for Conventional Commit messages, and creating release PRs. Once a release PR is merged release-please will create the release and it will again wait for a releasable unit before opening the next release PR. A releasable unit is a commit with one of the following prefixes: "feat", "fix", and "deps".

The workflow that is responsible for the operator release-please is `.github/workflows/operator-release-please.yml`. Note that the operator release-please process is different from the one used by Loki. The operator release-please configuration lives in `operator/release-please-config.json`.

Useful links:
- release-please [customizing releases documentation](https://github.com/googleapis/release-please/blob/main/docs/customizing.md)
- release-please [config documentation](https://github.com/googleapis/release-please/blob/main/docs/manifest-releaser.md#configfile)

The following sub-section contains some notes on the Loki operator release-please configuration:
- Use of `bump-minor-pre-major` and `bump-patch-for-minor-pre-major`;
- Use of `draft`;
- Preventing merging the release-please PR without updating the manifests;

### Use of `bump-minor-pre-major` and `bump-patch-for-minor-pre-major`

Since the operator is still pre `v1.0.0` we are leveraging `bump-minor-pre-major` and `bump-patch-for-minor-pre-major` so that merging "feat", "fix", and "deps" commits will only bump a patch version and merging "feat!" and "fix!" will bump the minor version.

As of writing, the operator release-please will only act on merges to `main`. This means that we can support the following release scenarios:
- Case 1: Release a patch version of v0.Y.x+1 with the diff from v0.Y.x. This is only supported until a breaking feature gets merged to `main`.
- Case 2: Release a new minor version v0.Y+1.0 with the diff from v0.Y.x

### Use of `draft`

Since the operator shares the same repo with Loki, we want to make sure that, when we create a release of the operator we don't that release to `latest`, otherwise it would look like the latest release from the operator was Loki's latest release. Unfortunately, release-please doesn't provide a way to disable this, so instead we enable `draft`. `draft` makes it so releases created by release-please are only created in draft. We then use a step that will publish the release without setting it to the latest.

### Preventing merging the release-please PR without updating the manifests

Since step 1. is currently not automated and disconnected from release-please we have put in place a workflow in `.github/workflows/operator-check-prepare-release-commit.yml` that runs on release-please PRs. This workflow is responsible for making sure that in master exists a commit with the message `chore(operator): prepare community release v$VERSION`. Once we automate step 1. we should be able to remove this workflow.

## Publish release to operatorhubs

To publish a community release of Loki Operator to the community hubs we leverage the workflow in `.github/workflows/operator-publish-operator-hub.yml` this workflow is set to trigger on tag creation that matches `operator/`.

This workflow will then use a workflow `.github/workflows/operator-reusable-hub-release.yml` that's responsible for:
- Creating on the folder `operators/loki-operator/` a new folder with the manifests for the new version;
- Adding the ocp supported version annotation to the `metadata.yaml` file only in the OpenShift community repo;
- Creating a PR for the appropriate community repo.

# Releasing

1. Create a PR to bump the version (i.e https://github.com/grafana/loki/pull/12246), be careful with the commit message;
2. Re-triggering the action `operator-publish-operator-hub` on the release-please PR;
3. Merging the release-please PR (i.e TBD );
4. Grafana bot will automatically open a PRs to [k8s-operatorhub/community-operators](https://github.com/k8s-operatorhub/community-operators) and [redhat-openshift-ecosystem/community-operators-prod](https://github.com/redhat-openshift-ecosystem/community-operators-prod);

16 changes: 16 additions & 0 deletions operator/release-please-config.json
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{
"bootstrap-sha": "d298093baa58fd31e1fe73544cea0408eb744710",
"bump-minor-pre-major": true,
"bump-patch-for-minor-pre-major": true,
"include-component-in-tag": true,
"draft": true,
"tag-separator": "/",
"packages": {
"operator": {
"component": "operator",
"release-type": "go",
"pull-request-title-pattern": "chore(${component}): community release ${version}",
"changelog-path": "CHANGELOG.md"
}
}
}
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