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update extensions build chart workflow to only work with tagged relea…
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…ses (#11946)

* update extensions build chart workflow to only work with tagged releases

* improve docs on publishing extensions

* Update docusaurus/docs/extensions/publishing.md

Co-authored-by: Jordon Leach <40806497+jordojordo@users.noreply.github.com>

* Update docusaurus/docs/extensions/publishing.md

Co-authored-by: Jordon Leach <40806497+jordojordo@users.noreply.github.com>

* Update docusaurus/docs/extensions/publishing.md

Co-authored-by: Jordon Leach <40806497+jordojordo@users.noreply.github.com>

* Update docusaurus/docs/extensions/publishing.md

Co-authored-by: Jordon Leach <40806497+jordojordo@users.noreply.github.com>

---------

Co-authored-by: Jordon Leach <40806497+jordojordo@users.noreply.github.com>
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aalves08 and jordojordo authored Sep 20, 2024
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2 changes: 1 addition & 1 deletion .github/workflows/build-extension-charts.yml
Original file line number Diff line number Diff line change
Expand Up @@ -7,7 +7,7 @@ on:
required: true
type: string
tagged_release:
required: false
required: true
type: string

env:
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159 changes: 59 additions & 100 deletions docusaurus/docs/extensions/publishing.md
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Expand Up @@ -9,7 +9,58 @@ As discussed in the [Getting Started](./extensions-getting-started#creating-a-re

> Note: An explanation on the workflow files can be found in the [Additional Release Configuration](#additional-release-configuration) section.
# Publish Script Usage
## Automatic Approach - Triggering a Github Workflow on Tagged Release

If your extensions repository doesn't include a github workflow to automate the publishing procedure (ignore this step if you have it already), you can create one in `.github/workflows/build.yaml` on your extension folder, with the following content:

```yaml
name: Build and Release Extension Charts

on:
workflow_dispatch:
release:
types: [released]

defaults:
run:
shell: bash
working-directory: ./

jobs:
build-extension-charts:
uses: rancher/dashboard/.github/workflows/build-extension-charts.yml@master
permissions:
actions: write
contents: write
deployments: write
pages: write
with:
target_branch: gh-pages
tagged_release: ${{ github.ref_name }}
```
This will leverage the usage of our reusable workflow and give your Github extension repo the ability to publish to the `gh-pages` branch via a **Tagged Release**.

It's mandatory that release type is **Tagged Release**, otherwise the `build-extension-charts.yml` workflow won't run properly, which is crucial for the success of the publish operation.

When creating a Tagged Release, the tag name **_MUST_** match the proper Extension name depending on the type of build. As it was mentioned above, the Extension Charts (published in the specified branch) and ECI (published in the specified registry) are determined by different versions.

### Proper Tagged Release naming scheme to build Extension Charts

- The name **_MUST_** match the Extension Package folder name (`./pkg/<-YOUR-EXT-DIR->`), followed by the version (determined by the `version` property in `./pkg/<-YOUR-EXT-DIR->/package.json`).

If the extension folder in named **my-awesome-extension** and the `version` property value in `./pkg/<-YOUR-EXT-DIR->/package.json` is **1.2.3**, then a correct tag to build the Extension Helm Chart would be: `my-awesome-extension-1.2.3`

### Proper Tagged Release naming scheme to build Extension Catalog Image

The name **_MUST_** match the main Extension name (determined by the `name` property in `./package.json`) followed by the version (determined by the `name` property in `./package.json`).

If the `name` property in `./package.json` is **my-extension** and the `version` property is **8.0.1**, then a correct tag to build the Catalog Image would be: `my-extension-8.0.1`

---


## Manual Approach - Publish Script Usage

**_Usage_**

Expand All @@ -28,7 +79,7 @@ Usage: yarn publish-pkgs [<options>] [plugins]
-l Specify Podman container build
```

# Manually Publishing the Extension Helm Charts
## Manually Publishing the Extension Helm Charts

> Note: Currently, we only support publishing Extension Helm charts into a **public** Github repository, if you inted to deploy an extension from a private repository/registry, we recommend utilizing the [Extension Catalog Image](#manually-publishing-an-extension-catalog-image) method.

Expand All @@ -37,7 +88,7 @@ Running this script will bundle each extension package as a node.js app, create

After the Helm assets have been built, you will need to commit them into a publicly accessible Github repository. This repository will then need to be added into the Cluster Repositories list within a Rancher instance, that will then populate the Extension marketplace with the charts built from the previous step.

## Prerequisites
### Prerequisites

> Note: This has been tested on Linux and MacOS machines

Expand All @@ -50,7 +101,7 @@ This method requires a few tools to be installed:
- [yq](https://github.com/mikefarah/yq/#install) ( >= `4.0.0` )
- [helm](https://helm.sh/docs/intro/install/) ( >= `3.0.0` )

## Running the Publish Script
### Running the Publish Script to generate the extension Helm Chart

To start the build, run the `publish-pkgs` script with two options:

Expand Down Expand Up @@ -83,11 +134,11 @@ git push origin production

Once the files are accessible on Github, add the repository within the Rancher "local" cluster - The charts will then be available on the Extensions page, under the "Available" tab.

# Manually Publishing an Extension Catalog Image
## Manually Publishing an Extension Catalog Image

Publishing an ECI into the registry of your choice can also be accomplished with the `publish-pkgs` script declared in the extension's `package.json`. This script will build a Docker image for each extension package, as well as a Helm chart that can be used to deploy the images. Given the option, the script can automatically push the built images and chart into a specified registry.

## Prerequisites
### Prerequisites

Publishing an ECI has a few requirements, namely:

Expand All @@ -106,7 +157,7 @@ This method also requires a few tools to be installed:
- [yq](https://github.com/mikefarah/yq/#install) ( >= `4.0.0` )
- [helm](https://helm.sh/docs/intro/install/) ( >= `3.0.0` )

## Running the Publish Script
### Running the Publish Script for a Catalog Image

You can simply run the `publish-pkgs` script with three options:

Expand All @@ -128,7 +179,7 @@ Running any of the commands above will only build your images - in order to publ
yarn publish-pkgs -c -p -r <REGISTRY> -o <ORGANIZATION>
```

# Additional Release Configuration
## Additional Release Configuration

Depending on your use case, there are multiple options on building and creating releases. When building an extension within a Github repository, you have the option of utilizing an action that triggers [prebuilt workflows](https://github.com/rancher/dashboard/tree/master/creators/extension/app/files/.github/workflows). When added to your extension, the `./github/workflows` directory will contain the files: `build-extension-charts.yml` and `build-extension-catalog.yml`. These workflows accomplish two seperate actions:

Expand Down Expand Up @@ -173,95 +224,3 @@ The Pipeline will run automatically when a change to the root level `package.jso

Once the ECI has been published to the Container Registry, it can then be imported into the Rancher UI by following the steps in the [Importing section](./advanced/air-gapped-environments#importing-the-extension-catalog-image).

## Triggering a Github Workflow on Tagged Release

The workflow `build-extension-charts` will create tagged releases whenever a build is published, this is accomplished by the [`helm/chart-releaser-action`](https://github.com/helm/chart-releaser-action). Instead of having the workflow run before a release is tagged, you can modify the workflow file to be triggered by a [tagged release](https://docs.github.com/en/actions/using-workflows/events-that-trigger-workflows#release). This allows you to push code to the `main` branch and create pre-releases without worrying about the automated builds kicking off.

### Requirements

When creating a Tagged Release, the tag name **_MUST_** match the proper Extension name depending on the type of build. As it was mentioned above, the Extension Charts (published in the specified branch) and ECI (published in the specified registry) are determined by different versions.

**Proper Tagged Release naming scheme:**

- _**Extension Charts**_: The name **_MUST_** match the Extension Package name (determined by the package directory name) followed by the version.
- For example: `my-extension-package-0.1.1`
- _**Extension Catalog Image**_: The name **_MUST_** match the main Extension name (determined by the `name` property in `./package.json`) followed by the version
- For example: `my-extension-0.1.0`

---

### Workflow Configuration

To configure the workflows you will need to modify two sections, namely the [`on`](https://docs.github.com/en/actions/using-workflows/workflow-syntax-for-github-actions#on) stanza and the `with` property in both jobs.

**Adding the Tagged Release event:**

```yaml
on:
release:
types: [released]
```
> Note: A `release` event has multiple `types` to specify, `released` will cause the workflow to only be triggered when a release is published and not considered a pre-release. More info can be found in the [Github documentation](https://docs.github.com/en/actions/using-workflows/events-that-trigger-workflows#release).

**Modify the `with` property with the tag**

With a `release` event type configured, you will need to modify the `with` property within each of the workflow jobs by adding the environment variable `tagged_release: ${{ github.ref_name }}`:

```yaml
with:
tagged_release: ${{ github.ref_name }}
```

This will provide the `publish-pkgs` script within the resuable workflow with the released tag name and ensure only the specified build is accomplished.

### Extension Charts Workflow Example

An example of modifying the `build-extensions.yml` workflow file to build when a tag is released:

```yaml
# .github/workflows/build-extension-charts.yml
name: Build and Release Extension Charts
on:
release:
types: [released]
...
jobs:
build-extension-artifact:
...
with:
target_branch: gh-pages
tagged_release: ${{ github.ref_name }}
```

### Extension Catalog Image Workflow Example

The same steps apply for the `build-extension-catalog` job as `${{ github.ref_name }}` will use the commit `ref` name, the release tag in this case, which triggered the action:

```yaml
# .github/workflows/build-extension-catalog.yml
name: Build and release Extension Catalog Image to registry
on:
release:
types: [released]
env:
REGISTRY: ghcr.io
jobs:
...
build-extension-catalog:
...
with:
registry_target: ghcr.io
registry_user: ${{ github.actor }}
tagged_release: ${{ github.ref_name }}
```

### Sequence of Events

Once the modifications have been made to the workflow files, all that is required for a build to be initiated is to create a Release tag with the desired extension to be built. This will then trigger both of the workflows, the `parse-ext-name` script will determine if the provided tag name matches either the main Extension name or one of the Extension packages names.

If the Tagged Release does not match the main Extension name, the ECI build will be canceled. Alternatively, if the Tagged Release name does not match an Extension package name, it will be skipped.

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