Skip to content

docs: add workflow template update steps to upgrade guides - #799

Open
RashmikaMadaela wants to merge 2 commits into
openchoreo:mainfrom
RashmikaMadaela:docs/update-workflow-templates
Open

docs: add workflow template update steps to upgrade guides#799
RashmikaMadaela wants to merge 2 commits into
openchoreo:mainfrom
RashmikaMadaela:docs/update-workflow-templates

Conversation

@RashmikaMadaela

Copy link
Copy Markdown

Purpose

The current upgrade documentation leaves build ClusterWorkflowTemplates untouched, causing a silent version skew where the platform upgrades but build templates remain pinned to older images.

This PR resolves that by adding explicit manual update instructions (kubectl apply commands mirroring the installation guide) to docs/overview.mdx and the transition summaries. It also adds an admonition advising operators to use diff for custom templates instead of blindly overwriting them. These fixes have been applied to the unreleased docs and backported to versioned_docs/version-v1.2.x/.

(Note to maintainers: I held off on backporting to v1.1.x because it uses the older upgrades.mdx format, but let me know if you would like me to adapt the fix for that version as well!)

Related Issues

Fixes openchoreo/openchoreo#3659

Checklist

  • Updated sidebars.ts if adding a new documentation page
  • Run npm run start to preview the changes locally
  • Run npm run build to ensure the build passes without errors
  • Verified all links are working (no broken links)

@coderabbitai

coderabbitai Bot commented Jul 25, 2026

Copy link
Copy Markdown
Contributor

Review Change Stack

📝 Walkthrough

Summary by CodeRabbit

  • Documentation
    • Updated upgrade guides to require reapplying workflow templates after every platform upgrade, including patch releases.
    • Added commands and guidance for applying templates from the target release.
    • Clarified that customized templates should be compared with new versions and updated without overwriting local changes.
    • Added setup guidance explaining that chart upgrades do not update workflow templates automatically.

Walkthrough

The documentation now requires workflow templates to be reapplied after OpenChoreo upgrades, explains their independent lifecycle from Helm charts, and provides commands and guidance for customized templates.

Changes

Workflow template upgrade documentation

Layer / File(s) Summary
Installation guidance
docs/getting-started/try-it-out/on-your-environment.mdx
Adds an upgrade tip explaining that workflow templates must be reapplied because they are not managed by Helm charts.
Standard and versioned upgrade procedures
docs/platform-engineer-guide/upgrades/overview.mdx, docs/platform-engineer-guide/upgrades/v1.0-to-v1.1.mdx, docs/platform-engineer-guide/upgrades/v1.1-to-v1.2.mdx, docs/platform-engineer-guide/upgrades/v1.2-to-v1.3.mdx
Adds workflow template updates to upgrade sequences, including patch releases, target-release commands, domain substitutions, and customized-template handling.

Estimated code review effort: 2 (Simple) | ~10 minutes

Possibly related issues

  • Issue 3659 — Adds the requested upgrade documentation for reapplying separately managed build workflow templates.

Possibly related PRs

Suggested reviewers: mevan-karu, vajiraprabuddhaka

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title clearly matches the main change: adding workflow template update steps to the upgrade docs.
Description check ✅ Passed The description follows the template with Purpose, Related Issues, and Checklist sections filled in.
Linked Issues check ✅ Passed The docs add explicit workflow template re-apply steps, domain substitutions, and custom-template guidance as requested by #3659.
Out of Scope Changes check ✅ Passed No unrelated code or doc changes are evident beyond the requested upgrade-guide and install-guide updates.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests

Thanks for using CodeRabbit! It's free for OSS, and your support helps us grow. If you like it, consider giving us a shout-out.

❤️ Share

Comment @coderabbitai help to get the list of available commands.

@coderabbitai coderabbitai Bot left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/platform-engineer-guide/upgrades/overview.mdx`:
- Around line 85-91: Update the workflow-template installation command to
validate that CP_BASE_DOMAIN is set before running curl, sed, or kubectl, and
fail immediately with a clear error when it is missing. Preserve the existing
URL substitutions and apply behavior when the variable is provided.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Pro Plus

Run ID: 82c352ef-32f5-490e-97b5-31772d7c6062

📥 Commits

Reviewing files that changed from the base of the PR and between 0aff8b9 and c658013.

⛔ Files ignored due to path filters (4)
  • versioned_docs/version-v1.2.x/getting-started/try-it-out/on-your-environment.mdx is excluded by !versioned_docs/**
  • versioned_docs/version-v1.2.x/platform-engineer-guide/upgrades/overview.mdx is excluded by !versioned_docs/**
  • versioned_docs/version-v1.2.x/platform-engineer-guide/upgrades/v1.0-to-v1.1.mdx is excluded by !versioned_docs/**
  • versioned_docs/version-v1.2.x/platform-engineer-guide/upgrades/v1.1-to-v1.2.mdx is excluded by !versioned_docs/**
📒 Files selected for processing (5)
  • docs/getting-started/try-it-out/on-your-environment.mdx
  • docs/platform-engineer-guide/upgrades/overview.mdx
  • docs/platform-engineer-guide/upgrades/v1.0-to-v1.1.mdx
  • docs/platform-engineer-guide/upgrades/v1.1-to-v1.2.mdx
  • docs/platform-engineer-guide/upgrades/v1.2-to-v1.3.mdx

Comment on lines +85 to +91
curl -fsSL https://raw.githubusercontent.com/openchoreo/openchoreo/<github-ref>/samples/getting-started/workflow-templates/generate-workload.yaml \
| sed "s#https://host.k3d.internal:8080/oauth2/token#https://thunder.${CP_BASE_DOMAIN}/oauth2/token#g" \
| sed "s#http://host.k3d.internal:8080#https://api.${CP_BASE_DOMAIN}#g" \
| kubectl apply -f -
```

`CP_BASE_DOMAIN` is the same control-plane base domain you set at install time (see [Install Workflow Templates](../../getting-started/try-it-out/on-your-environment.mdx#install-workflow-templates)).

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

Fail fast when CP_BASE_DOMAIN is missing.

In a fresh shell, ${CP_BASE_DOMAIN} expands to an empty value, so the applied manifest contains https://thunder./... and https://api./..., leaving future builds unable to reach the control plane.

Proposed fix
+ : "${CP_BASE_DOMAIN:?Set CP_BASE_DOMAIN to the control-plane base domain before running this command}"
  curl -fsSL https://raw.githubusercontent.com/openchoreo/openchoreo/<github-ref>/samples/getting-started/workflow-templates/generate-workload.yaml \
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
curl -fsSL https://raw.githubusercontent.com/openchoreo/openchoreo/<github-ref>/samples/getting-started/workflow-templates/generate-workload.yaml \
| sed "s#https://host.k3d.internal:8080/oauth2/token#https://thunder.${CP_BASE_DOMAIN}/oauth2/token#g" \
| sed "s#http://host.k3d.internal:8080#https://api.${CP_BASE_DOMAIN}#g" \
| kubectl apply -f -
```
`CP_BASE_DOMAIN` is the same control-plane base domain you set at install time (see [Install Workflow Templates](../../getting-started/try-it-out/on-your-environment.mdx#install-workflow-templates)).
: "${CP_BASE_DOMAIN:?Set CP_BASE_DOMAIN to the control-plane base domain before running this command}"
curl -fsSL https://raw.githubusercontent.com/openchoreo/openchoreo/<github-ref>/samples/getting-started/workflow-templates/generate-workload.yaml \
| sed "s#https://host.k3d.internal:8080/oauth2/token#https://thunder.${CP_BASE_DOMAIN}/oauth2/token#g" \
| sed "s#http://host.k3d.internal:8080#https://api.${CP_BASE_DOMAIN}`#g`" \
| kubectl apply -f -
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/platform-engineer-guide/upgrades/overview.mdx` around lines 85 - 91,
Update the workflow-template installation command to validate that
CP_BASE_DOMAIN is set before running curl, sed, or kubectl, and fail immediately
with a clear error when it is missing. Preserve the existing URL substitutions
and apply behavior when the variable is provided.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

Upgrade docs don't cover updating the build workflow templates

1 participant