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Add automation to create release branch and tags
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CecileRobertMichon committed Dec 11, 2023
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113 changes: 95 additions & 18 deletions .github/workflows/release.yaml
Original file line number Diff line number Diff line change
@@ -1,42 +1,119 @@
name: Create Release

on:
push:
# Sequence of patterns matched against refs/tags
tags:
- 'v*' # Push events to matching v*, i.e. v1.0, v20.15.10
branches:
- main
paths:
- 'CHANGELOG/*.md'

name: release
permissions:
contents: write # Allow to push a tag, create a release branch and publish a draft release.

jobs:
build:
name: tag release
push_release_tag:
runs-on: ubuntu-latest
outputs:
release_tag: ${{ steps.release-version.outputs.release_version }}
steps:
- name: Harden Runner
uses: step-security/harden-runner@eb238b55efaa70779f274895e782ed17c84f2895 # v2.6.1
with:
egress-policy: audit
- name: Checkout code
uses: actions/checkout@b4ffde65f46336ab88eb53be808477a3936bae11 # tag=v4.1.1
with:
fetch-depth: 0
- name: Get changed files
id: changed-files
uses: tj-actions/changed-files@1c938490c880156b746568a518594309cfb3f66b # tag=v40.2.1
- name: Get release version
id: release-version
run: |
if [[ ${{ steps.changed-files.outputs.all_changed_files_count }} != 1 ]]; then
echo "1 release notes file should be changed to create a release tag, found ${{ steps.changed-files.outputs.all_changed_files_count }}"
exit 1
fi
for changed_file in ${{ steps.changed-files.outputs.all_changed_files }}; do
export RELEASE_VERSION=$(echo "${changed_file}" | grep -oP '(?<=/)[^/]+(?=\.md)')
echo "RELEASE_VERSION=$RELEASE_VERSION" >> $GITHUB_ENV
echo "RELEASE_VERSION=$RELEASE_VERSION" >> $GITHUB_OUTPUT
if [[ "$RELEASE_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+(-[0-9A-Za-z-]+(\.[0-9A-Za-z-]+)*)?(\+[0-9A-Za-z-]+(\.[0-9A-Za-z-]+)*)?$ ]]; then
echo "Valid semver: $RELEASE_VERSION"
else
echo "Invalid semver: $RELEASE_VERSION"
exit 1
fi
done
- name: Determine the release branch to use
run: |
if [[ $RELEASE_VERSION =~ beta ]] || [[ $RELEASE_VERSION =~ alpha ]]; then
export RELEASE_BRANCH=main
echo "RELEASE_BRANCH=$RELEASE_BRANCH" >> $GITHUB_ENV
echo "This is a beta or alpha release, will use release branch $RELEASE_BRANCH"
else
export RELEASE_BRANCH=release-$(echo $RELEASE_VERSION | sed -E 's/^v([0-9]+)\.([0-9]+)\..*$/\1.\2/')
echo "RELEASE_BRANCH=$RELEASE_BRANCH" >> $GITHUB_ENV
echo "This is not a beta or alpha release, will use release branch $RELEASE_BRANCH"
fi
- name: Create or checkout release branch
run: |
if git show-ref --verify --quiet "refs/remotes/origin/$RELEASE_BRANCH"; then
echo "Branch $RELEASE_BRANCH already exists"
git checkout "$RELEASE_BRANCH"
else
git checkout -b "$RELEASE_BRANCH"
git push origin "$RELEASE_BRANCH"
echo "Created branch $RELEASE_BRANCH"
fi
- name: Validate tag does not already exist
run: |
if [[ $(git tag -l $RELEASE_VERSION) ]]; then
echo "Tag $RELEASE_VERSION already exists, exiting"
exit 1
fi
- name: Create Release Tag
run: |
git config user.name "${GITHUB_ACTOR}"
git config user.email "${GITHUB_ACTOR}@users.noreply.github.com"
git tag -a ${RELEASE_VERSION} -m ${RELEASE_VERSION}
git push origin ${RELEASE_VERSION}
echo "Created tag $RELEASE_VERSION"
release:
name: create draft release
runs-on: ubuntu-latest
needs: push_release_tag
steps:
- name: Harden Runner
uses: step-security/harden-runner@eb238b55efaa70779f274895e782ed17c84f2895 # v2.6.1
with:
egress-policy: audit

- name: Set env
run: echo "RELEASE_TAG=${GITHUB_REF:10}" >> $GITHUB_ENV
run: echo "RELEASE_TAG=${RELEASE_TAG}" >> $GITHUB_ENV
env:
RELEASE_TAG: ${{needs.push_release_tag.outputs.release_tag}}
- name: checkout code
uses: actions/checkout@b4ffde65f46336ab88eb53be808477a3936bae11 # v4.1.1
uses: actions/checkout@b4ffde65f46336ab88eb53be808477a3936bae11 # tag=v4.1.1
with:
fetch-depth: 0
- name: Install go
uses: actions/setup-go@0c52d547c9bc32b1aa3301fd7a9cb496313a4491 # v5.0.0
ref: ${{ env.RELEASE_TAG }}
- name: Calculate go version
run: echo "go_version=$(make go-version)" >> $GITHUB_ENV
- name: Set up Go
uses: actions/setup-go@93397bea11091df50f3d7e59dc26a7711a8bcfbe # tag=v4.1.0
with:
go-version: '^1.20'
go-version: ${{ env.go_version }}
- name: generate release artifacts
run: |
make release
- name: generate release notes
- name: get release notes
run: |
make release-notes
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
curl -L "https://raw.githubusercontent.com/${{ github.repository }}/main/CHANGELOG/${{ env.RELEASE_TAG }}.md" \
-o "${{ env.RELEASE_TAG }}.md"
- name: Release
uses: softprops/action-gh-release@de2c0eb89ae2a093876385947365aca7b0e5f844 # v1
uses: softprops/action-gh-release@de2c0eb89ae2a093876385947365aca7b0e5f844 # tag=v1
with:
draft: true
files: out/*
body_path: _releasenotes/release-notes-${{ env.RELEASE_TAG }}.md
body_path: ${{ env.RELEASE_TAG }}.md
tag_name: ${{ env.RELEASE_TAG }}
3 changes: 0 additions & 3 deletions .gitignore
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Expand Up @@ -79,9 +79,6 @@ hack/boilerplate/*.pyc
# Helm chart caching
.helm/

# release notes
_releasenotes

# calico manifests archive
release-*/manifests/calico-*.yaml

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5 changes: 5 additions & 0 deletions CHANGELOG/README.md
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@@ -0,0 +1,5 @@
# CHANGELOG

This folder contains release notes for past releases. Changes to this folder in the main branch trigger a GitHub Action that creates release tags and a draft release.

See [release documentation](https://capz.sigs.k8s.io/developers/releasing) for more information.
2 changes: 1 addition & 1 deletion Makefile
Original file line number Diff line number Diff line change
Expand Up @@ -585,7 +585,7 @@ endif
# the previous release tag, e.g., v0.3.9, excluding pre-release tags
PREVIOUS_TAG ?= $(shell git tag -l | grep -E "^v[0-9]+\.[0-9]+\.[0-9]+$$" | sort -V | grep -B1 $(RELEASE_TAG) | head -n 1 2>/dev/null)
RELEASE_DIR ?= out
RELEASE_NOTES_DIR := _releasenotes
RELEASE_NOTES_DIR := CHANGELOG
GIT_REPO_NAME ?= cluster-api-provider-azure
GIT_ORG_NAME ?= kubernetes-sigs
FULL_VERSION := $(RELEASE_TAG:v%=%)
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47 changes: 23 additions & 24 deletions docs/book/src/developers/releasing.md
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Expand Up @@ -37,6 +37,8 @@ Sometimes pull requests touch a large number of files and are more likely to cre
- Make sure the [metadata.yaml](https://github.com/kubernetes-sigs/cluster-api-provider-azure/blob/main/metadata.yaml) file is up to date and contains the new release with the correct cluster-api contract version.
- If not, open a [PR](https://github.com/kubernetes-sigs/cluster-api-provider-azure/pull/1928) to add it.

This must be done prior to generating release artifacts, so the release contains the correct metadata information for clusterctl to use.

### Change milestone (skip for patch releases)

- Create a new GitHub milestone for the next release
Expand All @@ -63,35 +65,30 @@ releaseSeries:
Additionally, we need to update the `type: InfrastructureProvider` spec in [azure-dev.yaml](https://github.com/kubernetes-sigs/cluster-api-provider-azure/blob/main/test/e2e/config/azure-dev.yaml) to express that our intent is to test (using the above example) `1.5`. By convention we use a sentinel patch version "99" to express "any patch version". In this example we want to look for the `type: InfrastructureProvider` with a `name` value of `v1.4.99` and update it to `v1.5.99`:

```
```yaml
- name: v1.5.99 # "vNext"; use manifests from local source files
```

### Create a tag
This can be done in parallel with release publishing and does not impact the release or its artifacts.

Before you create a GPG-signed tag you may need to prepare your local environment's TTY to properly hoist your signed key into the flow of the `git tag` command:
### Open a PR for release notes

```sh
$ export GPG_TTY=$(tty)
```
1. Checkout the latest commit on the release branch, e.g. `release-1.4`, or the main branch if the release branch doesn't yet exist (e.g. beta release).

1. Generate release notes by running the following command:

- Prepare the release branch. :warning: Always release from the release branch and not from main!
- If releasing a patch release, check out the existing release branch and make sure you have the latest changes:
- `git checkout release-1.x`
- `git fetch upstream`
- `git rebase upstream/release-1.x`
- If releasing a minor release, create a new release branch from the main branch:
- `git fetch upstream`
- `git rebase upstream/main`
- `git checkout -b release-1.x`
- `git push upstream release-1.x`
- Create tag with git
- `export RELEASE_TAG=v1.2.3` (the tag of the release to be cut)
- `git tag -s ${RELEASE_TAG} -m "${RELEASE_TAG}"`
- `-s` creates a signed tag, you must have a GPG key [added to your GitHub account](https://docs.github.com/en/authentication/managing-commit-signature-verification/adding-a-new-gpg-key-to-your-github-account)
- `git push upstream ${RELEASE_TAG}`

This will automatically trigger a [Github Action](https://github.com/kubernetes-sigs/cluster-api-provider-azure/actions) to create a draft release.
```sh
export RELEASE_TAG=v1.2.3 # change this to the tag of the release to be cut
make release-notes
```

1. Review the release notes file generated at `CHANGELOG/<RELEASE_TAG>.md` and make any necessary changes.

1. Open a pull request with the release notes.

**Note**: Important! The commit should only contain the release notes file, nothing else, otherwise automation will not work.

Merging the PR will automatically trigger a [Github Action](https://github.com/kubernetes-sigs/cluster-api-provider-azure/actions) to create a release branch (if needed), push a tag, and publish a draft release.

### Promote image to prod repo

Expand All @@ -113,9 +110,11 @@ Using [the above example PR](https://github.com/kubernetes/k8s.io/pull/4284), to

- Manually format and categorize the release notes
- Ensure that the promoted release image is live. For example:

```sh
$ docker pull registry.k8s.io/cluster-api-azure/cluster-api-azure-controller:${RELEASE_TAG}
docker pull registry.k8s.io/cluster-api-azure/cluster-api-azure-controller:${RELEASE_TAG}
```

- Publish release
- [Announce][release-announcement] the release

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