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Adding documentation for auto create issue workflow (#141)
* Adding documentation for auto create issue workflow Signed-off-by: Vacha Shah <[email protected]> * Combining workflow documentation Signed-off-by: Vacha Shah <[email protected]> * Fixing links Signed-off-by: Vacha Shah <[email protected]>
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- [Workflows](#workflows) | ||
- [Managing Backports](#managing-backports) | ||
- [Features](#features) | ||
- [Integration](#integration) | ||
- [Usage](#usage) | ||
- [Labeling PRs](#labeling-prs) | ||
- [Integration](#integration-1) | ||
- [Auto Create Documentation Issues](#auto-create-documentation-issues) | ||
- [Integration](#integration-2) | ||
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# Workflows | ||
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This document lists down useful workflows that can be added to repositories to alleviate manual processes. | ||
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## Managing Backports | ||
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Backporting a PR/commit to a release branch is a manual process and can lead to missed backports before a release. The auto backport Github Action allows to create automatic backport PRs just by labelling them. | ||
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### Features | ||
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When the auto backport workflow is integrated with a repo, the following features are available: | ||
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1. Allows auto backports on PRs that are merged and labelled (can be in any order). To backport a PR to 1.x, please add a label called `backport 1.x` to the PR and the backport workflow will do the rest. | ||
2. The backport workflow is now created by a Github App called `opensearch-trigger-bot` instead of `github-actions` which allows CI to run on such PRs. | ||
3. The backport branches are named in the form `backport/backport-<original PR number>-to-<base>`. These branches will be cleaned up by an auto delete workflow once the backport PR is merged. | ||
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### Integration | ||
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Integrating the backport workflow is easy and can be done with the following steps: | ||
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1. Add the [backport](https://github.com/opensearch-project/OpenSearch/blob/main/.github/workflows/backport.yml) workflow in your repo. | ||
2. Add secrets in your repo for the Github App ID and Private key. This is used to generate a token for the Github App `opensearch-trigger-bot`. Using this token helps generate the automatic backport PR from the app token so that all the CI triggers work on the PR. ([OpenSearch#2071](https://github.com/opensearch-project/OpenSearch/pull/2071)) | ||
3. Add [auto delete](https://github.com/opensearch-project/OpenSearch/blob/main/.github/workflows/delete_backport_branch.yml) workflow for deleting the backport branches once the backport PRs are merged. This enables the backport workflow to clean up after itself. | ||
4. Backport this auto delete workflow to release branches so the backport branches created against the release branches can be auto deleted. | ||
5. Add appropriate branch permissions for backport related branches in your repo. | ||
6. Add related labels for release branches. For auto-backports, the labels should be of the form `backport <release-branch-name>`. (`backport 1.x`, `backport 1.2` etc.) | ||
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### Usage | ||
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To use the auto backport workflow: | ||
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1. Label the original PR according to the release-branch. For example, to backport to 1.x, please add a label `backport 1.x`. You can add multiple backport labels to different release branches. Labels can be added in any order: meaning before or after the PR is merged. Note that there is an [auto-labeling](#labeling-prs) action that can be configured to help automate this process. | ||
2. Once the label is added and the original PR is in a merged state, the auto backport workflow will create backport PR if there are no merge conflicts using `opensearch-trigger-bot`. If there are merge conflicts, it will comment on the original PR on the steps to take. | ||
3. Once the backport PR is merged, the branch created for backport will be auto-deleted. | ||
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An example of auto backport: | ||
- Original PR: https://github.com/opensearch-project/OpenSearch/pull/2094 with label `backport 1.x`. | ||
- Backport PR: https://github.com/opensearch-project/OpenSearch/pull/2106 with merged backport branch auto deleted. | ||
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## Labeling PRs | ||
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Many of the automated workflows to generate [release notes](./RELEASE_NOTES.md) or [backport PRs](#managing-backports) require labels on the PRs to correctly categorize them and perform the right actions. To eliminate having to do this manually, there is an [auto-labeling GitHub action](https://github.com/actions/labeler), which allows for automatically labeling opened PRs based on the files that the PR changes. | ||
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### Integration | ||
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1. Integrate the `opensearch-trigger-bot` in your repository, if not done already. This requires adding some GitHub secrets. See the [backport documentation](#managing-backports) for details. | ||
2. Add a labeling config `.github/labeler.yml` ([example](https://github.com/actions/labeler#common-examples)) to your repository. This is where labels can be defined, along with their associated glob patterns, such that if any matching files are changed in a PR, that label will be applied. | ||
3. Add a GitHub workflow `.github/workflows/labeler.yml` ([example](https://github.com/opensearch-project/anomaly-detection-dashboards-plugin/blob/main/.github/workflows/labeler.yml)) to your repository, to utilize the configuration. Note this uses permissions provided from the `opensearch-trigger-bot` instead of the default `github-actions`, due to security limitations regarding forked repository pull requests (details on the limitations [here](https://github.com/actions/first-interaction/issues/10)). | ||
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## Auto Create Documentation Issues | ||
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When new features are introduced or changes are added that need to be documented, developers have to remember to create issues in the [`documentation-website`](https://github.com/opensearch-project/documentation-website) in order to document the changes. This is a manual process. To eliminate this manual process, there is a [create-documentation-issue](https://github.com/opensearch-project/OpenSearch/blob/main/.github/workflows/create-documentation-issue.yml) workflow which can be added to automatically create issues in the `documentation-website` repo by adding a label `needs-documentation` to the pull request. | ||
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### Integration | ||
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1. Integrate the `opensearch-trigger-bot` in your repository, if not done already. This requires adding some GitHub secrets. See the [backport documentation](#managing-backports) for details. | ||
2. Add an issue template `.ci/documentation/issue.md` ([example](https://github.com/opensearch-project/OpenSearch/blob/main/.ci/documentation/issue.md)) to your repository. This markdown file defines the template that will be used to create issues in the documentation-website repo. | ||
3. Add a GitHub workflow `.github/workflows/create-documentation-issue.yml` ([example](https://github.com/opensearch-project/OpenSearch/blob/main/.github/workflows/create-documentation-issue.yml)) to your repository, this workflow gets triggered when a label `needs-documentation` is added to a pull request. It creates an issue with the title and issue template provided to the workflow. |