path: root/dev-tools/prepare_release_candidate.py

# Licensed to Elasticsearch under one or more contributor
# license agreements. See the NOTICE file distributed with
# this work for additional information regarding copyright
# ownership. Elasticsearch licenses this file to you under
# the Apache License, Version 2.0 (the "License"); you may
# not use this file except in compliance  with the License.
# You may obtain a copy of the License at
#
#     http://www.apache.org/licenses/LICENSE-2.0
#
# Unless required by applicable law or agreed to in writing,
# software distributed under the License is distributed on
# an 'AS IS' BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND,
# either express or implied. See the License for the specific
# language governing permissions and limitations under the License.

# Prepare a release
#
# 1. Update the Version.java to remove the snapshot bit
# 2. Remove the -SNAPSHOT suffix in all pom.xml files
#
# USAGE:
#
# python3 ./dev-tools/prepare-release.py
#
# Note: Ensure the script is run from the elasticsearch top level directory
#

import fnmatch
import argparse
from prepare_release_update_documentation import update_reference_docs
import subprocess
import tempfile
import re
import os
import shutil
from functools import partial
import sys

VERSION_FILE = 'core/src/main/java/org/elasticsearch/Version.java'
POM_FILE = 'pom.xml'
MAIL_TEMPLATE = """
Hi all

The new release candidate for %(version)s is now available, including the x-plugins and RPM/deb repos.  This release is based on:

 * Elasticsearch commit: %(hash)s - https://github.com/elastic/elasticsearch/commit/%(hash)s
 * X-Plugins commit:     FILL_IN_X-PLUGINS_HASH - https://github.com/elastic/x-plugins/commit/FILL_IN_X-PLUGINS_HASH

The packages may be downloaded from the following URLs:

 * ZIP    - http://%(bucket)s/elasticsearch/staging/%(version)s-%(hash)s/org/elasticsearch/distribution/zip/elasticsearch/%(version)s/elasticsearch-%(version)s.zip
 * tar.gz - http://%(bucket)s/elasticsearch/staging/%(version)s-%(hash)s/org/elasticsearch/distribution/tar/elasticsearch/%(version)s/elasticsearch-%(version)s.tar.gz
 * RPM    - http://%(bucket)s/elasticsearch/staging/%(version)s-%(hash)s/org/elasticsearch/distribution/rpm/elasticsearch/%(version)s/elasticsearch-%(version)s.rpm
 * deb    - http://%(bucket)s/elasticsearch/staging/%(version)s-%(hash)s/org/elasticsearch/distribution/deb/elasticsearch/%(version)s/elasticsearch-%(version)s.deb

Plugins can be installed as follows:

    ES_JAVA_OPTS="-Des.plugins.staging=true" bin/elasticsearch-plugin install cloud-aws

The same goes for the x-plugins:

    ES_JAVA_OPTS="-Des.plugins.staging=true" bin/elasticsearch-plugin install license
    ES_JAVA_OPTS="-Des.plugins.staging=true" bin/elasticsearch-plugin install marvel-agent
    ES_JAVA_OPTS="-Des.plugins.staging=true" bin/elasticsearch-plugin install shield
    ES_JAVA_OPTS="-Des.plugins.staging=true" bin/elasticsearch-plugin install watcher

To install the deb from an APT repo:

APT line sources.list line:

deb http://%(bucket)s/elasticsearch/staging/%(version)s-%(hash)s/repos/%(package_repo_version)s/debian/ stable main

To install the RPM, create a YUM file like:

    /etc/yum.repos.d/elasticsearch.repo

containing:

[elasticsearch-2.0]
name=Elasticsearch repository for packages
baseurl=http://%(bucket)s/elasticsearch/staging/%(version)s-%(hash)s/repos/%(package_repo_version)s/centos
gpgcheck=1
gpgkey=http://packages.elastic.co/GPG-KEY-elasticsearch
enabled=1

To smoke-test the release please run:

 python3 -B ./dev-tools/smoke_test_rc.py --version %(version)s --hash %(hash)s --plugins license,shield,watcher

NOTE: this script requires JAVA_HOME to point to a Java 7 Runtime

"""

# console colors
COLOR_OK = '\033[92m'
COLOR_END = '\033[0m'
COLOR_FAIL = '\033[91m'

def run(command, env_vars=None):
  if env_vars:
    for key, value in env_vars.items():
      os.putenv(key, value)
  print('*** Running: %s%s%s' % (COLOR_OK, command, COLOR_END))
  if os.system(command):
    raise RuntimeError('    FAILED: %s' % (command))

def ensure_checkout_is_clean():
  # Make sure no local mods:
  s = subprocess.check_output('git diff --shortstat', shell=True).decode('utf-8')
  if len(s) > 0:
    raise RuntimeError('git diff --shortstat is non-empty got:\n%s' % s)

  # Make sure no untracked files:
  s = subprocess.check_output('git status', shell=True).decode('utf-8', errors='replace')
  if 'Untracked files:' in s:
    if 'dev-tools/__pycache__/' in s:
      print('*** NOTE: invoke python with -B to prevent __pycache__ directories ***')
    raise RuntimeError('git status shows untracked files got:\n%s' % s)

  # Make sure we have all changes from origin:
  if 'is behind' in s:
    raise RuntimeError('git status shows not all changes pulled from origin; try running "git pull origin" in this branch got:\n%s' % (s))

  # Make sure we no local unpushed changes (this is supposed to be a clean area):
  if 'is ahead' in s:
    raise RuntimeError('git status shows local commits; try running "git fetch origin", "git checkout ", "git reset --hard origin/" in this branch got:\n%s' % (s))

# Reads the given file and applies the
# callback to it. If the callback changed
# a line the given file is replaced with
# the modified input.
def process_file(file_path, line_callback):
  fh, abs_path = tempfile.mkstemp()
  modified = False
  with open(abs_path,'w', encoding='utf-8') as new_file:
    with open(file_path, encoding='utf-8') as old_file:
      for line in old_file:
        new_line = line_callback(line)
        modified = modified or (new_line != line)
        new_file.write(new_line)
  os.close(fh)
  if modified:
    #Remove original file
    os.remove(file_path)
    #Move new file
    shutil.move(abs_path, file_path)
    return True
  else:
    # nothing to do - just remove the tmp file
    os.remove(abs_path)
    return False

# Moves the Version.java file from a snapshot to a release
def remove_version_snapshot(version_file, release):
  # 1.0.0.Beta1 -> 1_0_0_Beta1
  release = release.replace('.', '_')
  release = release.replace('-', '_')
  pattern = 'new Version(V_%s_ID, true' % (release)
  replacement = 'new Version(V_%s_ID, false' % (release)
  def callback(line):
    return line.replace(pattern, replacement)
  processed = process_file(version_file, callback)
  if not processed:
    raise RuntimeError('failed to remove snapshot version for %s' % (release))

def rename_local_meta_files(path):
  for root, _, file_names in os.walk(path):
    for file_name in fnmatch.filter(file_names, 'maven-metadata-local.xml*'):
      full_path = os.path.join(root, file_name)
      os.rename(full_path, os.path.join(root, file_name.replace('-local', '')))

# Checks the pom.xml for the release version.
# This method fails if the pom file has no SNAPSHOT version set ie.
# if the version is already on a release version we fail.
# Returns the next version string ie. 0.90.7
def find_release_version():
  with open('pom.xml', encoding='utf-8') as file:
    for line in file:
      match = re.search(r'<version>(.+)-SNAPSHOT</version>', line)
      if match:
        return match.group(1)
    raise RuntimeError('Could not find release version in branch')

# Checks if the produced RPM is signed with the supplied GPG key
def ensure_rpm_is_signed(rpm, gpg_key):
  rpm_check_signature_cmd = 'rpm -v -K %s | grep -qi %s' % (rpm, gpg_key)
  try:
    subprocess.check_output(rpm_check_signature_cmd, shell=True)
  except:
    raise RuntimeError('Aborting. RPM does not seem to be signed, check with: rpm -v -K %s' % rpm)

# Checks if a command exists, needed for external binaries
def check_command_exists(name, cmd):
  try:
    subprocess.check_output(cmd, shell=True, stderr=subprocess.STDOUT)
  except subprocess.CalledProcessError:
    raise RuntimeError('Could not run command %s - please make sure it is installed and in $PATH' % (name))

def run_and_print(text, run_function):
  try:
    print(text, end='')
    run_function()
    print(COLOR_OK + 'OK' + COLOR_END)
    return True
  except RuntimeError:
    print(COLOR_FAIL + 'NOT OK' + COLOR_END)
    return False

def check_env_var(text, env_var):
  try:
    print(text, end='')
    os.environ[env_var]
    print(COLOR_OK + 'OK' + COLOR_END)
    return True
  except KeyError:
    print(COLOR_FAIL + 'NOT OK' + COLOR_END)
    return False

def check_environment_and_commandline_tools(check_only):
  checks = list()
  checks.append(check_env_var('Checking for AWS env configuration AWS_SECRET_KEY... ', 'AWS_SECRET_KEY'))
  checks.append(check_env_var('Checking for AWS env configuration AWS_ACCESS_KEY... ', 'AWS_ACCESS_KEY'))
  checks.append(run_and_print('Checking command: rpm...            ', partial(check_command_exists, 'rpm', 'rpm --version')))
  checks.append(run_and_print('Checking command: dpkg...           ', partial(check_command_exists, 'dpkg', 'dpkg --version')))
  checks.append(run_and_print('Checking command: gpg...            ', partial(check_command_exists, 'gpg', 'gpg --version')))
  checks.append(run_and_print('Checking command: expect...         ', partial(check_command_exists, 'expect', 'expect -v')))
  checks.append(run_and_print('Checking command: createrepo...     ', partial(check_command_exists, 'createrepo', 'createrepo --version')))
  checks.append(run_and_print('Checking command: s3cmd...          ', partial(check_command_exists, 's3cmd', 's3cmd --version')))
  checks.append(run_and_print('Checking command: deb-s3...         ', partial(check_command_exists, 'deb-s3', 'deb-s3 -h')))
  checks.append(run_and_print('Checking command: rpm-s3...         ', partial(check_command_exists, 'rpm-s3', 'rpm-s3 -h')))

  if check_only:
    sys.exit(0)

  if False in checks:
    print("Exiting due to failing checks")
    sys.exit(0)

if __name__ == "__main__":
  parser = argparse.ArgumentParser(description='Builds and publishes a Elasticsearch Release')
  parser.add_argument('--deploy-sonatype', dest='deploy_sonatype', action='store_true',
                      help='Installs and Deploys the release on a sonatype staging repository.')
  parser.add_argument('--deploy-s3', dest='deploy_s3', action='store_true',
                      help='Pushes artifacts to the S3 staging area')
  parser.add_argument('--deploy-s3-repos', dest='deploy_s3_repos', action='store_true',
                      help='Creates package repositories in S3 repo')
  parser.add_argument('--no-install', dest='no_install', action='store_true',
                      help='Does not run "mvn install", expects this to be run already and reuses artifacts from local repo, only useful with --deploy-s3/--deploy-s3-repos, after sonatype deplomeny to ensure same artifacts')
  parser.add_argument('--skip-doc-check', dest='skip_doc_check', action='store_false',
                      help='Skips any checks for pending documentation changes')
  parser.add_argument('--skip-tests', dest='skip_tests', action='store_true',
                      help='Skips any test runs')
  parser.add_argument('--gpg-key', dest='gpg_key', default="D88E42B4",
                      help='Allows you to specify a different gpg_key to be used instead of the default release key')
  parser.add_argument('--bucket', '-b', dest='bucket', default="download.elasticsearch.org",
                      help='Allows you to specify a different s3 bucket to upload the artifacts to')
  parser.add_argument('--quiet', dest='quiet', action='store_true',
                      help='Runs the script in quiet mode')
  parser.add_argument('--check', dest='check', action='store_true',
                      help='Checks and reports for all requirements and then exits')

  # by default, we only run mvn install and don't push anything repo
  parser.set_defaults(deploy_sonatype=False)
  parser.set_defaults(deploy_s3=False)
  parser.set_defaults(deploy_s3_repos=False)
  parser.set_defaults(no_install=False)
  # other defaults
  parser.set_defaults(skip_doc_check=False)
  parser.set_defaults(quiet=False)
  parser.set_defaults(skip_tests=False)

  args = parser.parse_args()
  skip_doc_check = args.skip_doc_check
  gpg_key = args.gpg_key
  bucket = args.bucket
  deploy_sonatype = args.deploy_sonatype
  deploy_s3 = args.deploy_s3
  deploy_s3_repos = args.deploy_s3_repos
  run_mvn_install = not args.no_install
  skip_tests = args.skip_tests

  check_environment_and_commandline_tools(args.check)

  if not run_mvn_install and deploy_sonatype:
    print('Using --no-install and --deploy-sonatype together does not work. Exiting')
    sys.exit(-1)

  print('*** Preparing a release candidate: ', end='')
  print('deploy sonatype: %s%s%s' % (COLOR_OK if deploy_sonatype else COLOR_FAIL, 'yes' if deploy_sonatype else 'no', COLOR_END), end='')
  print(', deploy s3: %s%s%s' % (COLOR_OK if deploy_s3 else COLOR_FAIL, 'yes' if deploy_s3 else 'no', COLOR_END), end='')
  print(', deploy s3 repos: %s%s%s' % (COLOR_OK if deploy_s3_repos else COLOR_FAIL, 'yes' if deploy_s3_repos else 'no', COLOR_END), end='')
  print('')

  shortHash = subprocess.check_output('git log --pretty=format:"%h" -n 1', shell=True).decode('utf-8')
  releaseDirectory = os.getenv('HOME') + '/elastic-releases'
  release_version = find_release_version()
  localRepo = '%s/elasticsearch-%s-%s' % (releaseDirectory, release_version, shortHash)
  localRepoElasticsearch = localRepo + '/org/elasticsearch'

  ensure_checkout_is_clean()
  if not re.match('(\d+\.\d+)\.*',release_version):
    raise RuntimeError('illegal release version format: %s' % (release_version))
  package_repo_version = '%s.x' % re.match('(\d+)\.*', release_version).group(1)

  print('*** Preparing release version: [%s]' % release_version)

  if not skip_doc_check:
    print('*** Check for pending documentation changes')
    pending_files = update_reference_docs(release_version)
    if pending_files:
      raise RuntimeError('pending coming[%s] documentation changes found in %s' % (release_version, pending_files))

  run('cd dev-tools && mvn versions:set -DnewVersion=%s -DgenerateBackupPoms=false' % (release_version))
  run('cd rest-api-spec && mvn versions:set -DnewVersion=%s -DgenerateBackupPoms=false' % (release_version))
  run('mvn versions:set -DnewVersion=%s -DgenerateBackupPoms=false' % (release_version))

  remove_version_snapshot(VERSION_FILE, release_version)

  print('*** Done removing snapshot version. DO NOT COMMIT THIS, WHEN CREATING A RELEASE CANDIDATE.')

  if not os.path.exists(releaseDirectory):
    os.mkdir(releaseDirectory)
  if os.path.exists(localRepoElasticsearch) and run_mvn_install:
    print('clean local repository %s' % localRepoElasticsearch)
    shutil.rmtree(localRepoElasticsearch)

  mvn_target = 'deploy' if deploy_sonatype else 'install'
  tests = '-DskipTests' if skip_tests else '-Dskip.integ.tests=true'
  install_command = 'mvn clean %s -Prelease %s -Dgpg.key="%s" -Dpackaging.rpm.rpmbuild=/usr/bin/rpmbuild -Drpm.sign=true -Dmaven.repo.local=%s -Dno.commit.pattern="\\bno(n|)commit\\b" -Dforbidden.test.signatures=""' % (mvn_target, tests, gpg_key, localRepo)
  clean_repo_command = 'find %s -name _remote.repositories -exec rm {} \;' % (localRepoElasticsearch)

  if not run_mvn_install:
    print('')
    print('*** By choosing --no-install we assume you ran the following commands successfully:')
    print('  %s' % (install_command))
    print('  1. Remove all _remote.repositories: %s' % (clean_repo_command))
    rename_metadata_files_command = 'for i in $(find %s -name "maven-metadata-local.xml*") ; do mv "$i" "${i/-local/}" ; done' % (localRepoElasticsearch)
    print('  2. Rename all maven metadata files: %s' % (rename_metadata_files_command))
  else:
    for cmd in [install_command, clean_repo_command]:
      run(cmd)
    rename_local_meta_files(localRepoElasticsearch)

  rpm = '%s/distribution/rpm/elasticsearch/%s/elasticsearch-%s.rpm' % (localRepoElasticsearch, release_version, release_version)
  print('Ensuring that RPM has been signed')
  ensure_rpm_is_signed(rpm, gpg_key)

  # repository push commands
  s3cmd_sync_to_staging_bucket_cmd = 's3cmd sync -P %s s3://%s/elasticsearch/staging/%s-%s/org/' % (localRepoElasticsearch, bucket, release_version, shortHash)
  s3_bucket_sync_to = '%s/elasticsearch/staging/%s-%s/repos/' % (bucket, release_version, shortHash)
  s3cmd_sync_official_repo_cmd = 's3cmd sync s3://packages.elasticsearch.org/elasticsearch/%s s3://%s' % (package_repo_version, s3_bucket_sync_to)

  debs3_prefix = 'elasticsearch/staging/%s-%s/repos/%s/debian' % (release_version, shortHash, package_repo_version)
  debs3_upload_cmd = 'deb-s3 upload --preserve-versions %s/distribution/deb/elasticsearch/%s/elasticsearch-%s.deb -b %s --prefix %s --sign %s --arch amd64' % (localRepoElasticsearch, release_version, release_version, bucket, debs3_prefix, gpg_key)
  debs3_list_cmd = 'deb-s3 list -b %s --prefix %s' % (bucket, debs3_prefix)
  debs3_verify_cmd = 'deb-s3 verify -b %s --prefix %s' % (bucket, debs3_prefix)
  rpms3_prefix = 'elasticsearch/staging/%s-%s/repos/%s/centos' % (release_version, shortHash, package_repo_version)
  # external-1 is the alias name for the us-east-1 region. This is used by rpm-s3 to construct the hostname
  rpms3_upload_cmd = 'rpm-s3 -v -b %s -p %s --sign --visibility public-read -k 100 %s -r external-1' % (bucket, rpms3_prefix, rpm)

  if deploy_s3:
    run(s3cmd_sync_to_staging_bucket_cmd)
  else:
    print('')
    print('*** To push a release candidate to s3 run: ')
    print('  1. Sync %s into S3 bucket' % (localRepoElasticsearch))
    print ('    %s' % (s3cmd_sync_to_staging_bucket_cmd))

  if deploy_s3_repos:
    print('*** Syncing official package repository into staging s3 bucket')
    run(s3cmd_sync_official_repo_cmd)
    print('*** Uploading debian package (you will be prompted for the passphrase!)')
    run(debs3_upload_cmd)
    run(debs3_list_cmd)
    run(debs3_verify_cmd)
    print('*** Uploading rpm package (you will be prompted for the passphrase!)')
    run(rpms3_upload_cmd)
  else:
    print('*** To create repositories on S3 run:')
    print('    1. Sync existing repo into staging: %s' % s3cmd_sync_official_repo_cmd)
    print('    2. Upload debian package (and sign it): %s' % debs3_upload_cmd)
    print('    3. List all debian packages: %s' % debs3_list_cmd)
    print('    4. Verify debian packages: %s' % debs3_verify_cmd)
    print('    5. Upload RPM: %s' % rpms3_upload_cmd)
    print('')
    print('NOTE: the above mvn command will promt you several times for the GPG passphrase of the key you specified you can alternatively pass it via -Dgpg.passphrase=yourPassPhrase')
    print(' since RPM signing doesn\'t support gpg-agents the recommended way to set the password is to add a release profile to your settings.xml:')
    print("""
  <profiles>
    <profile>
      <id>release</id>
      <properties>
        <gpg.passphrase>YourPasswordGoesHere</gpg.passphrase>
      </properties>
    </profile>
  </profiles>
    """)
    print('NOTE: Running s3cmd might require you to create a config file with your credentials, if the s3cmd does not support suppliying them via the command line!')

  print('*** Once the release is deployed and published send out the following mail to dev@elastic.co:')
  string_format_dict = {'version' : release_version, 'hash': shortHash, 'package_repo_version' : package_repo_version, 'bucket': bucket}
  print(MAIL_TEMPLATE % string_format_dict)

  print('')
  print('You can verify that pushing to the staging repository pushed all the artifacts by running (log into sonatype to find out the correct id):')
  print(' python -B dev-tools/validate-maven-repository.py %s https://oss.sonatype.org/service/local/repositories/orgelasticsearch-IDTOFINDOUT/content/org/elasticsearch ' %(localRepoElasticsearch))

  print('')
  print('To publish the release and the repo on S3 execute the following commands:')
  print('   s3cmd cp --recursive s3://%(bucket)s/elasticsearch/staging/%(version)s-%(hash)s/repos/%(package_repo_version)s/ s3://packages.elasticsearch.org/elasticsearch/%(package_repo_version)s'  % string_format_dict)
  print('   s3cmd cp --recursive s3://%(bucket)s/elasticsearch/staging/%(version)s-%(hash)s/org/ s3://%(bucket)s/elasticsearch/release/org'  % string_format_dict)
  print('Now go ahead and tag the release:')
  print('   git tag -a v%(version)s %(hash)s'  % string_format_dict)
  print('   git push origin v%(version)s' % string_format_dict )