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design-proposal: Feature lifecycle #251

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@EdDev EdDev commented Nov 26, 2023

Kubevirt requires a process with a clear policy on how features are introduced, evaluated and finally graduated or dropped.

This proposal defines the steps and policies to follow in order to manage a feature (lifecycle) in Kubevirt.


This work is attempting to formalize various discussions held at different occasions in the last few years.
Mostly triggered by the observation that we collect unused features and frag them for long periods with the need to maintain them in the codebase and documentation.

A previous draft version of this content has been started by @iholder1011.
It is a bit different in the format and focus, but it tried to solve the same challenge.

There has also been a fruitful discussion in the new sig-api, on several API stability topics2, some with strong relation to the topics discussed in this proposal.

We should continue the discussion and evolve the proposal in order to agree on a formal policy.
I hope to see the big picture agreed on first, letting the details follow up immediately after (not necessarily in this proposal).

The feature lifecycle can be summarized with the following flowchart:

flowchart LR
    Start --> Design
    Design -- Accepted --> Implementation
    Design -- Rejected --> END

    Implementation --> QGA
    QGA{Requires evaluation?}
    QGA -- Yes --> QAlpha

    Beta -- Successful --> GA
    QGA -- No --> GA

    QAlpha{Requires Alpha?}
    QAlpha -- Yes --> Alpha
    
    Alpha -- Successful --> Beta
    QAlpha -- No --> Beta

    Alpha -- Aborted --> Deprecation

    Beta -- Aborted --> Deprecation

    GA --> Maintenance
    Maintenance -- Exception --> Deprecation

    Deprecation --> Removal
    Removal --> END
    Maintenance -->  Maintenance
    END
Loading

Footnotes

  1. https://github.com/kubevirt/community/commit/ced467b79c034e719b2fc177b4125125b3871b12

  2. https://github.com/kubevirt/community/pull/221

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Skipping CI for Draft Pull Request.
If you want CI signal for your change, please convert it to an actual PR.
You can still manually trigger a test run with /test all

@kubevirt-bot kubevirt-bot added do-not-merge/work-in-progress Indicates that a PR should not merge because it is a work in progress. dco-signoff: yes Indicates the PR's author has DCO signed all their commits. labels Nov 26, 2023
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EdDev commented Nov 26, 2023

/sig api

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@EdDev: The label(s) sig/api cannot be applied, because the repository doesn't have them.

In response to this:

/sig api

Instructions for interacting with me using PR comments are available here. If you have questions or suggestions related to my behavior, please file an issue against the kubernetes/test-infra repository.

## Implementation Phases
N/A

## Open Issues
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Additional possible open issues for discussion:

  • Can Alpha features get introduced in z versions?
  • CI & e2e restrictions:
    • Run e2e tests of Alpha features in their own separate job on the latest k8s version, non gating.
    • Monitor Alpha features e2e execution results and use the data as a gating (e.g. 95% success rate) to pass it to Beta stage.

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Would you inline these questions? (and preferably answer them)?

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I would like to hear some feedback and opinions on these points before in-lining the answers.
Actually, once we do have a partial agreement, I will remove it from here and add it in a more appropriate location above.

Done

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Alpha in zstreams: No. zstreams are just for stability. Exceptions confirm the norm.

Blocking CI for Alpha: No. Alpha fetaures should not gate main. But it sounds like Beta features should.

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Done

@EdDev EdDev marked this pull request as ready for review November 29, 2023 15:02
@kubevirt-bot kubevirt-bot removed the do-not-merge/work-in-progress Indicates that a PR should not merge because it is a work in progress. label Nov 29, 2023

This is the first opportunity to evaluate a new feature.
The proposal needs to include motivation, goals, implementation details
and phases.
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Here, we could point to the design template we already have in this repo

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Done

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Few English suggestions and technical questions. Thank you very much for taking the time to codify what it means to add a feature to KubeVirt.

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- As a Kubevirt cluster operator, I would like to experiment with
an undergraduate feature.
- As a Kubevirt cluster operator, I would like to evaluate an
undergraduate feature.
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What is the big difference between "evaluate" and "experiment"?

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Experiment: Testing something in a controlled env, usually something new, to see if it makes sense.
Evaluation: Trying something out in a closer to reality scenario, possibly with real users.

The first is Alpha, the seconds is Beta.
If you can suggest something clearer, it will be great.

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I tried to inline your text in the use cases. It makes them clearer and distinguishable.

- As a Kubevirt cluster operator, I would like to keep using a feature
that got graduated after I used it during the evaluation period.
- As a Kubevirt cluster operator, I would like to know that
an undergraduate feature is planned to be discontinued.
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Suggested change
an undergraduate feature is planned to be discontinued.
a beta feature is planned to be discontinued.

Can we use the common "beta" term? I am familiar with "undergraduate" only in the context of academy.

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FWIW beta is also inprecise, as an alpha feature could also be discontinued.

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non-graduate == undergraduate == Alpha& Beta

### Deprecation
One reason for features to go through the Alpha and Beta stages,
is the opportunity to examine its usefulness and adoption by users.
Same goes with major releases that intentionally break backward
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I don't understand the logic between the former sentence and this one. Do both have the same reason?

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I think Edy is referring to the fact that in SEMVER a new major version permits API breakages i.e. moving from v1 to v2

If this is the case, then I'd reference to semver here specifically.

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Yes, both try to explain that the stages we pass through are for checking if we really need it.
Both feature stages and the semver major version bumps allow this checking to take place. In the sense that if it is found unneeded, it can be dropped.

I tried to add a small fix to the second sentence and mentioned semver.

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## Implementation Phases
N/A

## Open Issues
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Would you inline these questions? (and preferably answer them)?

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/hold

Just to make sure that all discussion converges.

## Summary

Kubevirt requires a process with a clear policy on how features
are introduced, evaluated and finally graduated or dropped.
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Shouldn't it include deprecation?

are introduced, evaluated, graduated or dropped, and deprecated

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That is referred to as the dropped part.

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maintainers.

## Implementation Phases
N/A
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Can we have two items here:

  1. Enhancement proposals to include the graduation stage Alpha/Beta/GA, similar to kep.yaml i.e. https://github.com/kubernetes/enhancements/pull/3957/files#diff-f3e0c3877ff3b24f0e8de858c08ffed555efdba17357275f04ac38c3cabf947d
  2. Add a checklist to the enhcamenet proposal template

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I guess we can add a required section in the template and describe the needed data required.
I am not sure what you meant regarding the checklist.

Makes also sense to reference from the proposal template to this document, assuring it is clear what is expected from contributors.

Another item can be to make this information visible to users, with focus on consuming alpha & beta features.

I am adding the ones I understand for now.

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@kubevirt-bot kubevirt-bot added the do-not-merge/hold Indicates that a PR should not merge because someone has issued a /hold command. label Jan 11, 2024
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fabiand commented Jan 16, 2024

@EdDev gentle ping

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EdDev commented Jan 17, 2024

@EdDev gentle ping

I had to finish other tasks, but now I'm focus on it. Looking to finish going over all the feedback and respond today.

@EdDev EdDev force-pushed the feature-lifecycle branch from 2150894 to 37c1a75 Compare January 17, 2024 17:25
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EdDev commented Jan 17, 2024

change: Answered comments.

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EdDev commented Jan 17, 2024

@EdDev gentle ping

I had to finish other tasks, but now I'm focus on it. Looking to finish going over all the feedback and respond today.

Done.

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3. Release as Alpha (experimental).
4. Release as Beta (pre-release for evaluation).
5. Release as GA (graduation).
6. Discontinuation.
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it makes sense to me, but it's better be part of the text. I think that before discontinuation, there should be a stage of deprecation.

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Thank you for the detailed review @dankenigsberg .

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Comment on lines 74 to 75
- As a KubeVirt cluster operator, I would like to evaluate an
undergraduate feature.
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Done

3. Release as Alpha (experimental).
4. Release as Beta (pre-release for evaluation).
5. Release as GA (graduation).
6. Discontinuation.
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The details on how to discontinue a feature is describe in detail later in this document.
At this location, a more abstract view of the feature stages is given, I think that adding details about "how" is less useful.

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lyarwood added a commit to lyarwood/kubevirt that referenced this pull request Apr 10, 2024
…Gate as Beta from 1.2.0

With the feature lifecycle discussion [1] heading towards consensus this
change retrospectively moves the CommonInstancetypesDeploymentGate to
Beta from 1.2.0 with an eye on moving to GA and removal of the FG by 1.4.0.

This is done retrospectively as the FG itself is now enabled by default
by HCO with KubeVirt 1.2 and as such is already meeting the criteria of
the beta phase defined by the feature lifecycle document.

As this is purely documentation the impact of this change is zero and
just helps us move the process forward in the coming 1.3 and 1.4
releases.

[1] kubevirt/community#251

Signed-off-by: Lee Yarwood <[email protected]>
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fabiand commented Apr 14, 2024

While I think this proposal is not complete, […] it's a great start and overall I'm very much for it. One again, thanks a lot @EdDev

+1

Maybe somewhere we want to note: It does not have to be perfect, but better than before.

@EdDev thanks for taking this journey. Please look at converging the opern conversations, and then it seems like there is much support for this proposal.

I do think that we should look at some things async

|----------------|-----------------|--------|----------------------------|
| Alpha | 1 to 2 releases | YES | Between **minor** releases |
| Beta | 1 to 3 releases | YES | Between **minor** releases |
| GA | - | NO | Between **major** releases |
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Some features may need to keep their feature gates. The default, however, would need to be set to the relevant value. If you look at k8s, there are many features that are already GA'ed but continue to have a feature gate.
This is needed for the cluster admin to control which functionality is provided in the cluster.

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AFAIK, once K8S declares a feature as GA, the FG is hard-coded enabled, with no option to disable it.
The only reason the fields still exists, is to allow downgrades and keep the DB intact and not introduce in the future a new FG with the same name.

Ref: https://kubernetes.io/docs/reference/command-line-tools-reference/feature-gates/#feature-stages

A General Availability (GA) feature is also referred to as a stable feature. It means:

  • The feature is always enabled; you cannot disable it.
  • The corresponding feature gate is no longer needed.
  • Stable versions of features will appear in released software for many subsequent versions.

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The CPUManager can be disabled afaik - just one example.

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Yes... I missed the The feature is always enabled; you cannot disable it. Not sure why some of the features can still be disabled that way.

I think the main issue for me is that, unlike k8s features, most of KubeVirt's features don't have a secondary config option to disable it.

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It's not a blocker from my side but an area of concern. We should be able to provide a way for admins to disable a functionality. One of the well known requests is for the admin to disable all VFIO related functionality, which isn't a single feature per se.

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I understand the concerns raised here, but I feel we are in a deadlock.

The proposal is based on the need to stop queuing FGs indefinitely and with the understanding that the current observation of what a FG is in Kubevirt [1] is well known and understood.

What you are attempting to argue here is that the current FG definition needs to change, together with it API (that I honestly to not understand how you can change).
To me its sounds like another proposal.

It makes sense to defer things to a follow up discussion, but in this case, I do not understand how we can do it without breaking this whole thing.

The maintainers of the project have the power to use exceptions to keep FGs forever and redefining what it means in parallel. I may not agree with what you are trying to do, but at least when the FG is redefined, this document can be adjusted accordingly.

I will need help to see how this suggestion can be done and at the same time keep all the rest of this proposal relevant to the goals set.

[1] https://kubevirt.io/user-guide/operations/activating_feature_gates/#activating-feature-gates

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Given all of the above I'd suggest replacing NO with Optional and moving this discussion into a new document/PR specific to FGs in KubeVirt to unblock this.

@lyarwood @vladikr IIUIC then the friction arises from the question around todays FGs, is this correct?

Assumgin Yes to my question above, then a few notes:

  • This proposal is about our future desired state.
  • Existing FGs should be untouched by this proposal, but can be covered by follow up work. AKA we should not block on the current state
  • FGs are about declaring a feature as stable and always available.
  • NOT every feature requires a configuration. We can simply say that some feature (like LiveMigration) is turned on by default without configuration (enable/disable). Optionally we can say that we want to add configuration to enable/disable it, or configure some detail.

IOW

  • Removing - or having a FG unrevokably enabled - means that we as KubeVirt consider this feature to be useable for all.
  • If we think that the feature should not always be used, then can add a configuration.

Decision diagram wise it would look like this:

flowchart TD
    Start --> QCFG{Requires configuration?}
    QCFG -- Yes --> AddConfig[Add configuration]
    QCFG -- No --> QDEFAULT
    AddConfig --> QDEFAULT

    QDEFAULT{Should be default?}
    QDEFAULT -- Yes --> MakeDefault[Make default] --> QOPTOUT
    QDEFAULT -- No --> QOPTIN

    QOPTIN{Requires Opt-In?} -- Yes --> AddOptIn[Add Opt-In] --> END
    QOPTOUT{Requires Opt-Out?} -- Yes --> AddOptOut[Add Opt-Out] --> END

    QOPTIN & QOPTOUT -- No --> END

    END
Loading

This should all be decided before GA. Configuration and Opt-In/Opt-Out can however even be added post-GA.

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I understand the concerns raised here, but I feel we are in a deadlock.

Yup apologies by attempting to break the deadlock here I've just made it worse. /o\

My intent with the Optional suggestion was to defer making any concrete decisions on GA FGs until we also talk about reworking the current API but I see that's not helpful in moving this proposal forward.

Given the already included warning about FGs not replacing cluster configurables for features admins might need to configure and/or disable I'm personally fine keeping the requirement to drop new feature FGs as they graduate to GA for now.

@lyarwood @vladikr IIUIC then the friction arises from the question around todays FGs, is this correct?

The behaviour and IMHO abuse (using FGs to control feature configuration and not just visibility in the cluster) of the current implementation yes.

Assumgin Yes to my question above, then a few notes:

  • This proposal is about our future desired state.

The future feature lifecycle given the current FG implementation yes.

  • Existing FGs should be untouched by this proposal, but can be covered by follow up work. AKA we should not block on the current state

Yes that's my understanding.

  • FGs are about declaring a feature as stable and always available.

They don't define a feature as stable or always available, quiet the opposite in fact given the current proposal.

  • NOT every feature requires a configuration. We can simply say that some feature (like LiveMigration) is turned on by default without configuration (enable/disable). Optionally we can say that we want to add configuration to enable/disable it, or configure some detail.

IOW

  • Removing - or having a FG unrevokably enabled - means that we as KubeVirt consider this feature to be useable for all.
  • If we think that the feature should not always be used, then can add a configuration.

Yup agreed.

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They don't define a feature as stable or always available, quiet the opposite in fact given the current proposal.

Yes, bad wording on my side in that regards. You are right :)

Thus in general agremeent, that's good, thanks for the quick feedback.
Let's wait for Vlaidk, and others.

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Following up on @vladikr 's concerns.
The main concern (Vladik, kepe me honest) is that there is a technical redundancy to toggle a feature.
A FG is technically allowing an admin to enable or disable a feature.
A enable/disable config item is also allowing an admin to enable or disable a feature.

Thus the question is: If we have the FG, why should we introduce a config toogle for the same functionality?

On the technical side there is not much that I have to say, maybe besides the fact that there are possibly slightly different nuances between "not present" and "disabled".

However, semantically I'd take the compromise of this technical redundancy in favor of a clear separation between
a) signaling a feature is stable (enabled by default, no FG)
b) admin is permitted to disable/enable certain features using a configuration

Thus even given the concerns, I'm advocating to move forward and keep this separation between feature life-cycle and feature configuration.

given a very good reasoning and an agreement from 2/3 of the project
maintainers (also known as "approvers").

## Implementation Phases
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Do we also need to align this effort with an actual release cycle as we are trying to do with the new and slightly overlapping enhancement process?

IOW saying that new features landing in 1.4 will need to adhere to this lifecycle?

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Let's revisit the timeline once we have agreement on the proposal.
After all to me 1.4 so far looks like a reasonable goal.

|----------------|-----------------|--------|----------------------------|
| Alpha | 1 to 2 releases | YES | Between **minor** releases |
| Beta | 1 to 3 releases | YES | Between **minor** releases |
| GA | - | NO | Between **major** releases |
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Given all of the above I'd suggest replacing NO with Optional and moving this discussion into a new document/PR specific to FGs in KubeVirt to unblock this. Happy to help draft something in the coming weeks if folks agree.

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fabiand commented May 2, 2024

@EdDev is the following flow correct:

flowchart LR
    Start --> Design
    Design -- Accepted --> Implementation
    Design -- Rejected --> END

    Implementation --> QAlpha
    QAlpha{Requires Alpha?}
    QAlpha -- Yes --> Alpha
    QAlpha -- No --> QBeta

    QBeta{Requires Beta?}
    QBeta -- Yes --> Beta
    QBeta -- No --> GA

    GA --> Maintenance
    Maintenance --> QDeprecation

    QDeprecation{Should be deprecated?}
    QDeprecation -- Yes --> Deprecation --> Removal

    Maintenance & Removal --> END

    END
Loading

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EdDev commented May 2, 2024

@EdDev is the following flow correct:

Nice.

How about something like this:

flowchart LR
    Start --> Design
    Design -- Accepted --> Implementation
    Design -- Rejected --> END

    Implementation --> QGA
    QGA{Requires evaluation?}
    QGA -- Yes --> QAlpha
    QGA -- No --> GA

    QAlpha{Requires Alpha?}
    QAlpha -- Yes --> Alpha
    QAlpha -- No --> Beta
    
    Alpha -- Successful --> Beta
    Alpha -- Aborted --> Deprecation

    Beta -- Successful --> GA
    Beta -- Aborted --> Deprecation

    GA --> Maintenance
    Maintenance -- Exception --> Deprecation

    Deprecation --> Removal
    Removal --> END
    Maintenance -->  Maintenance

    END
Loading

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fabiand commented May 2, 2024

Nice!

Fixed some arrows and added new major api:

flowchart LR
    Start --> Design
    Design -- Accepted --> Implementation
    Design -- Rejected --> END

    Implementation --> QGA
    QGA{Requires evaluation?}
    QGA -- Yes --> QAlpha

    Beta -- Successful --> GA
    QGA -- No --> GA

    QAlpha{Requires Alpha?}
    QAlpha -- Yes --> Alpha
    
    Alpha -- Successful --> Beta
    QAlpha -- No --> Beta

    Alpha -- Aborted --> Deprecation

    Beta -- Aborted --> Deprecation

    GA --> Maintenance
    Maintenance -- Exception --> Deprecation

    Deprecation --> Removal
    Removal --> END
    Maintenance -->  Maintenance
    Maintenance -- New Major API --> Removal
    END
Loading

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fabiand commented May 5, 2024

Approvers, where do we stand?

/lgtm

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vladikr commented May 9, 2024

Looks like no one else is objecting besides me, so let's proceed with this.
/approve

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[APPROVALNOTIFIER] This PR is APPROVED

This pull-request has been approved by: vladikr

The full list of commands accepted by this bot can be found here.

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Needs approval from an approver in each of these files:

Approvers can indicate their approval by writing /approve in a comment
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@kubevirt-bot kubevirt-bot added the approved Indicates a PR has been approved by an approver from all required OWNERS files. label May 9, 2024
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vladikr commented May 9, 2024

Approvers, where do we stand?

/lgtm

Aren't you an approver @fabiand ?

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fabiand commented May 10, 2024 via email

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EdDev commented May 10, 2024

/hold

Just to make sure that all discussion converges.

@fabiand , do you think we have enough agreement to take this in? (we have other members & approvers lgtm it already)

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fabiand commented May 10, 2024

I was only looking for another approver to chime in. Vladik did so, thus:

/unhold

@kubevirt-bot kubevirt-bot removed the do-not-merge/hold Indicates that a PR should not merge because someone has issued a /hold command. label May 10, 2024
@kubevirt-bot kubevirt-bot merged commit 8ec3895 into kubevirt:main May 10, 2024
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fabiand commented May 10, 2024

Folks, this is dope! :)

@EdDev now that you have became a writer (the doc is so detailed and long) - How do you feel about 3 things

  1. High level slides to describe the key elements of this proposal
  2. Email to kubevirt dev with a a summary and pointer to slides
  3. Submission to KubeVirt Summit !

IOW we should make sure that people start to learn about this.
Specifically: FG are maturity switches, not configuration. etc

@EdDev EdDev deleted the feature-lifecycle branch May 10, 2024 10:05
kubevirt-bot pushed a commit to kubevirt-bot/kubevirt that referenced this pull request Jun 13, 2024
…Gate as Beta from 1.2.0

With the feature lifecycle discussion [1] heading towards consensus this
change retrospectively moves the CommonInstancetypesDeploymentGate to
Beta from 1.2.0 with an eye on moving to GA and removal of the FG by 1.4.0.

This is done retrospectively as the FG itself is now enabled by default
by HCO with KubeVirt 1.2 and as such is already meeting the criteria of
the beta phase defined by the feature lifecycle document.

As this is purely documentation the impact of this change is zero and
just helps us move the process forward in the coming 1.3 and 1.4
releases.

[1] kubevirt/community#251

Signed-off-by: Lee Yarwood <[email protected]>
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