Release process

The full process for releasing Fluvio consists of 3 separate workflows, which are detailed below in their own sections:

1. Pre-release workflow
2. Release workflow
3. Post-release workflow

In the event that a release needs to be un-released, please follow the Release recovery process

Pre-release workflow

This is a mostly manual workflow

Create a tracking issue for Release

Create a new issue with the release_checklist.md template

Prior to releasing, the release manager should check the following:

Review Fluvio website:

1. Review the "Quickstart" docs.
   • https://www.fluvio.io/docs/fluvio/quickstart
2. Review docs for key changes to ensure they are up to date.
   • https://www.fluvio.io

Other dependent repos:

• Update infinyon/fluvio-smartmodule-template if needed.

Release workflow

This is a mostly automated workflow

Let the team know before starting

Send a message in the Infinyon Slack #dev channel to let the team know release is about to occur.

The team should understand that No PR merges unrelated to release should occur during this time

Run the Release automation

Run the release.yml Github Actions workflow

This workflow will:

1. Create Github Release for the current version (w/ Release notes derived from CHANGELOG.md)
2. Create a git tag on the commit in Fluvio repo that was just released
3. Push Fluvio docker image release tags to Docker Hub
   • https://hub.docker.com/r/infinyon/fluvio
4. Publish fluvio artifacts to AWS S3 (via fluvio package) for installer
5. Publish all public crates in the crates directory
   • fluvio and any dependencies
   • fluvio-smartmodule and any dependencies
   • The rest of the crates w/ a version number that isn't v0.0.0

In event of failure in Release workflow

If any steps fail in release.yml, try to run it a 2nd time before asking in #dev.

This workflow has been written to be idempotent. It will only perform work if necessary. (Even if run multiple times!)

Release Connector

Release the connector for the new version of Fluvio in: https://github.com/infinyon/fluvio-connectors.

If there is no major changes in the connector, then only patch or minor version should be updated.

Post-release workflow

This is a mostly manual workflow

After performing the release, the release manager should do the following in order to prepare for the next release and announce the current release to the community:

1. The automated workflow created an issue called [Release Checklist]: VERSION. Add that issue to the corresponding milestone

2. Update files in Fluvio repo, open PR (with the ?template=release_template.md PR template) and merge

   • Update VERSION file for next release
     • Minor version bump the version in the VERSION file with -dev-1. For example, if release was 0.10.1 then version should be bump to 0.10.2-dev-1.
   • Update CHANGELOG.md file for next release
     • Add Platform version section (matching value as VERSION file) with a release date of UNRELEASED to CHANGELOG.md at top of file (but under the # Release Notes header)
       • ## Platform Version X.Y.Z - UNRELEASED
     • For version just released, replace UNRELEASED date with current date (format as YYYY-MM-dd) in CHANGELOG.md.
   • Create PR with the ?template=release_template.md PR template and link the previously created release tracking issue to close.

3. Close the release milestone after the PR CI completes. This is located on the milestones page.

4. Announce the release on Discord (#announcements channel) and Twitter (@fluvio_io user).

   • Discord announcement Template:
     • Aim to announce ~3 features max. If we have more, point out that release notes includes more)
     Copy

     Fluvio vX.Y.Z is out! 🎉
     This release includes:
     * (Changelog feature 1)
     * (Changelog feature 2)
     * (Changelog feature 3)
     
     Link to full release notes 📋
     https://github.com/infinyon/fluvio/releases/tag/vX.Y.Z
     

5. Send another message in Infinyon Slack to let the team know that release is complete (so we can merge PRs again!)

Release recovery process

This is a completely manual workflow

Cleanup failed Release

In the event that the release automation fails, there is manual cleanup required before re-running the automation.

Delete artifacts:

• Docker Hub
  • Delete the image tag corresponding to the release VERSION
• S3
  • Delete the version directory for fluvio and fluvio-run artifacts
  • s3://packages.fluvio.io/v1/packages/fluvio/fluvio/<VERSION>
  • s3://packages.fluvio.io/v1/packages/fluvio/fluvio-run/<VERSION>
• Github Releases
  • Delete the latest release with a version number (probably the top-most)
  • Delete any DRAFT releases

Fix the installer

• fluvio install fluvio-package
• fluvio package tag fluvio:x.y.z --tag=stable --force
• Remove last entry in fluvio-run meta.json
  • s3://packages.fluvio.io/v1/packages/fluvio/fluvio-run/meta.json
  • This should be a regular release tag (x.y.z), not a dev tag (x.y.z+gitcommit)
  • Confirm that the installation script works
    • curl -fsS https://raw.githubusercontent.com/fluvio-community/fluvio/master/install.sh | bash

Post Release dep update

• Update third party crates