constellation/dev-docs/workflows/release.md

# Release Checklist

This checklist will prepare `v1.3.0` from `v1.2.0` (minor release) or `v1.3.1` from `v1.3.0` (patch release). Adjust your version numbers accordingly.

## Preparation

1. Search the code for TODOs and FIXMEs that should be resolved before releasing.
2. [Update titles and labels for all PRs relevant for this release](/dev-docs/conventions.md#pr-conventions) to aid in the [changelog generation](/.github/release.yml).


## Automated release

Releases should be performed using [the automated release pipeline](https://github.com/edgelesssys/constellation/actions/workflows/release.yml).

### Prepare temporary working branch

1. Create a temporary working branch to prepare the release. This branch should be based on main if preparing a minor release or be based on the existing release branch if it is a patch release.
   ```sh
   ver=v1.3.1 # replace me
   minor=$(echo ${ver} | cut -d '.' -f 1,2)
   # optional suffix to add to the temporary branch name. Can be empty: suffix=
   suffix=/foo
   # if preparing a patch release, checkout existing release branch as base
   git checkout release/${minor}
   # if preparing a minor release, branch out from main instead
   git checkout main
   git pull
   working_branch=tmp/${ver}${suffix}
   git checkout -b ${working_branch}
   git push origin ${working_branch}
   ```


### Patch release

1. `cherry-pick` (only) the required commits from `main`
   * Check PRs with label [needs-backport](https://github.com/edgelesssys/constellation/pulls?q=is%3Apr+is%3Aclosed+label%3A%22needs+backport%22) to find candidates that should be included in a patch release.
2. trigger the automated release pipeline from the working branch created above:
   ```sh
   gh workflow run release.yml --ref ${working_branch} -F version=${ver} -F kind=patch
   ```
3. wait for the pipeline to finish
4. while in editing mode for the release, clear the textbox, select the last patch release for the current release branch and click "Generate release notes".
5. look over the autogenerated draft release. When fixing the changelog, prioritize updating the PR title/labels/description and regenerating the changelog over fixing things in the final changelog. The changelog should be primarily aimed at users. Rule of thumb: first part of the sentence should describe what changed for the user, second part can describe what has been changed to achieve this.
6. publish.
### Minor release

1. Merge ready PRs
2. trigger the automated release pipeline from the working branch created above:
   ```sh
   gh workflow run release.yml --ref ${working_branch} -F version=${ver} -F kind=minor
   ```
3. wait for the pipeline to finish
4. while in editing mode for the release, clear the textbox, select the last minor release and click "Generate release notes".
5. look over the autogenerated draft release. When fixing the changelog, prioritize updating the PR title/labels/description and regenerating the changelog over fixing things in the final changelog. The changelog should be primarily aimed at users. Rule of thumb: first part of the sentence should describe what changed for the user, second part can describe what has been changed to achieve this.
6. publish.

## Post release steps

1. Close fixed "known issues"
2. Milestones management
   1. Create a new milestone for the next release
   2. Add the next release manager and an approximate release date to the milestone description
   3. Close the milestone for the release
   4. Move open issues and PRs from closed milestone to next milestone
3.  If the release is a minor version release, bump the pre-release version in the `version.txt` file.


## Pipeline cleanup

When testing changes to the pipeline or when the pipeline fails during a release it might become necessary to clean up the images created by the pipeline.
These are the necessary steps.

### General

Depending on how far the pipeline ran we need to delete:
- the working branch (remove automated commits made by the process, keep any cherry picks)
- the release tag create by the pipeline: `v1.3.0`/`v1.3.1`
- (only minor releases) the branch to merge changes back to main: `feat/release/v1.3.0`
- invalidate the CDN caches. This may become necessary if e.g. during measurement updating the measurements of a previous run are still in the cache

### GCP
1. Navigate to [Images](https://console.cloud.google.com/compute/images?tab=images&project=constellation-images) tab of the "constellation-images" project
2. Search for the image versions "v1-3-0-gcp-sev-es-stable" and "v1-3-0-gcp-sev-snp-stable"
3. Select the images and press "DELETE" 

### Azure
1. Navigate to [Azure compute galleries](https://portal.azure.com/#view/HubsExtension/BrowseResource/resourceType/Microsoft.Compute%2Fgalleries)
2. Select "Constellation_CVM" (this is for confidential vms on AMD SEV SNP)
3. Select image definition "constellation"
4. Select "Versions" submenu and search for "1.3.0"
5. Press "Delete" button NEXT TO THE IMAGE VERSION TABLE. Do no delete the image definition.
6. Go back to "Azure compute galleries" page and select "Constellation" gallery (this is for trusted launch)
7. Select image definition "constellation"
8. Select "Versions" submenu and search for "1.3.0"
9. Press "Delete" button NEXT TO THE IMAGE VERSION TABLE. Do no delete the image definition. 

### AWS
**Important:** You need to repeat the following steps for every region supported by Constellation!
Currently, this includes: 
- Frankfurt (eu-central-1)
- Ireland (eu-west-1)
- Paris (eu-west-3)
- Ohio (us-east-2)
- Mumbai (ap-south-1) 

1. Navigate to [AMI](https://eu-central-1.console.aws.amazon.com/ec2/home?region=eu-central-1#Images:visibility=owned-by-me)
2. Search for release version "constellation-v1.3.0" and select the AMIs for both variants ("constellation-v1.3.0-aws-sev-snp" and "constellation-v1.3.0-aws-nitro-tpm")
3. On the "Actions" button (top right) select "Deregister AMI"
4. Either follow the link on the deletion confirmation leading you to the [Snapshots](https://eu-central-1.console.aws.amazon.com/ec2/home?region=eu-central-1#Snapshots) panel or navigate there yourself
5. Search for a snapshot by the same name "constellation-v1.3.0" and select it
6. On the "Actions" button (top right) select "Delete snapshot"

### CDN cache invalidation

1. Navigate to the [Cloudfront management console](https://us-east-1.console.aws.amazon.com/cloudfront/v3/home?region=us-east-1#/distributions)
2. Select the distribution for public resources. Current domain name: "cdn.confidential.cloud"
3. Click the "Invalidations" ribbon
4. Click "Create Invalidation" and enter a wildcard path "/*". You can also enter a more specific path if you know exactly which object to invalidate.
5. Wait for completion.