release-v3.yml

name: Release V3

# RELEASE PROCESS
#
# === Automated activities ===
#
# 1.  [Seal] Bump to release version and export source code with integrity hash
# 2.  [Quality check] Restore sealed source code, run tests, linting, security and complexity base line
# 3.  [Build] Restore sealed source code, create and export hashed build artifact for PyPi release (wheel, tarball)
# 4.  [Provenance] Generates provenance for build, signs attestation with GitHub OIDC claims to confirm it came from this release pipeline, commit, org, repo, branch, hash, etc.
# 5.  [Release] Restore built artifact, and publish package to PyPi prod repository
# 6.  [Create Tag] Restore sealed source code, create a new git tag using released version, uploads provenance to latest draft release
# 7.  [PR to bump version] Restore sealed source code, and create a PR to update trunk with latest released project metadata
# 8.  [Publish Layer v3] Compile Layer in multiple Python versions and kick off pipeline for beta, prod, and canary releases
# 9.  [Publish Layer v3] Update docs with latest Layer ARNs and Changelog
# 10. [Publish Layer v3] Create PR to update trunk so staged docs also point to the latest Layer ARN, when merged
# 12. [Post release] Close all issues labeled "pending-release" and notify customers about the release
#
# === Manual activities ===
#
# 1. Kick off this workflow with the intended version
# 2. Update draft release notes after this workflow completes
# 3. If not already set, use `v<new version>` as a tag, e.g., v3.0.0, and select develop as target branch

# NOTE
#
# See MAINTAINERS.md "Releasing a new version" for release mechanisms
#
# Every job is isolated and starts a new fresh container.

env:
  RELEASE_COMMIT: ${{ github.sha }}
  RELEASE_TAG_VERSION: ${{ inputs.version_to_publish }}

on:
  workflow_dispatch:
    inputs:
      version_to_publish:
        description: "Version to be released in PyPi, Docs, and Lambda Layer, e.g. v3.0.0, v3.0.0a0 (pre-release)"
        default: v3.0.0
        required: true
      skip_pypi:
        description: "Skip publishing to PyPi as it can't publish more than once. Useful for semi-failed releases"
        default: false
        type: boolean
        required: false
      skip_code_quality:
        description: "Skip tests, linting, and baseline. Only use if release fail for reasons beyond our control and you need a quick release."
        default: false
        type: boolean
        required: false
      pre_release:
        description: "Publishes documentation using a pre-release tag (v3.0.0a0). You are still responsible for passing a pre-release version tag to the workflow."
        default: false
        type: boolean
        required: false

permissions:
  contents: read

jobs:

  # This job bumps the package version to the release version
  # creates an integrity hash from the source code
  # uploads the artifact with the integrity hash as the key name
  # so subsequent jobs can restore from a trusted point in time to prevent tampering
  seal:
    runs-on: ubuntu-latest
    permissions:
      contents: read
    outputs:
        integrity_hash: ${{ steps.seal_source_code.outputs.integrity_hash }}
        artifact_name: ${{ steps.seal_source_code.outputs.artifact_name }}
        RELEASE_VERSION: ${{ steps.release_version.outputs.RELEASE_VERSION }}
    steps:
      - name: Export release version
        id: release_version
        # transform tag format `v<version` to `<version>`
        run: |
          RELEASE_VERSION="${RELEASE_TAG_VERSION:1}"
          echo "RELEASE_VERSION=${RELEASE_VERSION}" >> "$GITHUB_OUTPUT"

      - uses: actions/checkout@eef61447b9ff4aafe5dcd4e0bbf5d482be7e7871  # v4.2.1
        with:
          ref: ${{ env.RELEASE_COMMIT }}

      # We use a pinned version of Poetry to be certain it won't modify source code before we create a hash
      - name: Install poetry
        run: |
          pipx install git+https://github.com/python-poetry/poetry@68b88e5390720a3dd84f02940ec5200bfce39ac6 # v1.5.0
          pipx inject poetry git+https://github.com/monim67/poetry-bumpversion@315fe3324a699fa12ec20e202eb7375d4327d1c4 # v0.3.1

      - name: Bump package version
        id: versioning
        run: poetry version "${RELEASE_VERSION}"
        env:
          RELEASE_VERSION: ${{ steps.release_version.outputs.RELEASE_VERSION}}

      - name: Seal and upload
        id: seal_source_code
        uses: ./.github/actions/seal
        with:
          artifact_name_prefix: "source"

  # This job runs our automated test suite, complexity and security baselines
  # it ensures previously merged have been tested as part of the pull request process
  #
  # NOTE
  #
  # we don't upload the artifact after testing to prevent any tampering of our source code dependencies
  quality_check:
    needs: seal
    runs-on: ubuntu-latest
    permissions:
      contents: read
    steps:
      # NOTE: we need actions/checkout to configure git first (pre-commit hooks in make dev)
      - uses: actions/checkout@eef61447b9ff4aafe5dcd4e0bbf5d482be7e7871  # v4.2.1
        with:
          ref: ${{ env.RELEASE_COMMIT }}

      - name: Restore sealed source code
        uses: ./.github/actions/seal-restore
        with:
          integrity_hash: ${{ needs.seal.outputs.integrity_hash }}
          artifact_name: ${{ needs.seal.outputs.artifact_name }}

      - name: Debug cache restore
        run: cat pyproject.toml

      - name: Install poetry
        run: pipx install git+https://github.com/python-poetry/poetry@68b88e5390720a3dd84f02940ec5200bfce39ac6 # v1.5.0
      - name: Set up Python
        uses: actions/setup-python@f677139bbe7f9c59b41e40162b753c062f5d49a3 # v5.2.0
        with:
          python-version: "3.12"
          cache: "poetry"
      - name: Install dependencies
        run: make dev
      - name: Run all tests, linting and baselines
        run: make pr

  # This job creates a release artifact (tar.gz, wheel)
  # it checks out code from release commit for custom actions to work
  # then restores the sealed source code (overwrites any potential tampering)
  # it's done separately from release job to enforce least privilege.
  # We export just the final build artifact for release
  build:
    runs-on: ubuntu-latest
    needs: [quality_check, seal]
    permissions:
      contents: read
    outputs:
      integrity_hash: ${{ steps.seal_build.outputs.integrity_hash }}
      artifact_name: ${{ steps.seal_build.outputs.artifact_name }}
      attestation_hashes: ${{ steps.encoded_hash.outputs.attestation_hashes }}
    steps:
      # NOTE: we need actions/checkout to configure git first (pre-commit hooks in make dev)
      - uses: actions/checkout@eef61447b9ff4aafe5dcd4e0bbf5d482be7e7871  # v4.2.1
        with:
          ref: ${{ env.RELEASE_COMMIT }}

      - name: Restore sealed source code
        uses: ./.github/actions/seal-restore
        with:
          integrity_hash: ${{ needs.seal.outputs.integrity_hash }}
          artifact_name: ${{ needs.seal.outputs.artifact_name }}

      - name: Install poetry
        run: pipx install git+https://github.com/python-poetry/poetry@68b88e5390720a3dd84f02940ec5200bfce39ac6 # v1.5.0
      - name: Set up Python
        uses: actions/setup-python@f677139bbe7f9c59b41e40162b753c062f5d49a3 # v5.2.0
        with:
          python-version: "3.12"
          cache: "poetry"

      - name: Build python package and wheel
        run: poetry build

      - name: Seal and upload
        id: seal_build
        uses: ./.github/actions/seal
        with:
          artifact_name_prefix: "build"
          files: "dist/"

      # NOTE: SLSA retraces our build to its artifact to ensure it wasn't tampered
      # coupled with GitHub OIDC, SLSA can then confidently sign it came from this release pipeline+commit+branch+org+repo+actor+integrity hash
      - name: Create attestation encoded hash for provenance
        id: encoded_hash
        working-directory: dist
        run: echo "attestation_hashes=$(sha256sum ./* | base64 -w0)" >> "$GITHUB_OUTPUT"

  # This job creates a provenance file that describes how our release was built (all steps)
  # after it verifies our build is reproducible within the same pipeline
  # it confirms that its own software and the CI build haven't been tampered with (Trust but verify)
  # lastly, it creates and sign an attestation (multiple.intoto.jsonl) that confirms
  # this build artifact came from this GitHub org, branch, actor, commit ID, inputs that triggered this pipeline, and matches its integrity hash
  # NOTE: supply chain threats review (we protect against all of them now): https://slsa.dev/spec/v1.0/threats-overview
  provenance:
    needs: [seal, build]
    permissions:
      contents: write # nested job explicitly require despite upload assets being set to false
      actions: read # To read the workflow path.
      id-token: write # To sign the provenance.
    # NOTE: provenance fails if we use action pinning... it's a Github limitation
    # because SLSA needs to trace & attest it came from a given branch; pinning doesn't expose that information
    # https://github.com/slsa-framework/slsa-github-generator/blob/main/internal/builders/generic/README.md#referencing-the-slsa-generator
    uses: slsa-framework/slsa-github-generator/.github/workflows/generator_generic_slsa3.yml@v2.0.0
    with:
      base64-subjects: ${{ needs.build.outputs.attestation_hashes }}
      upload-assets: false  # we upload its attestation in create_tag job, otherwise it creates a new release

  # This job uses release artifact to publish to PyPi
  # it exchanges JWT tokens with GitHub to obtain PyPi credentials
  # since it's already registered as a Trusted Publisher.
  # It uses the sealed build artifact (.whl, .tar.gz) to release it
  release:
    needs: [build, seal, provenance]
    environment: release
    runs-on: ubuntu-latest
    permissions:
      id-token: write # OIDC for PyPi Trusted Publisher feature
    env:
      RELEASE_VERSION: ${{ needs.seal.outputs.RELEASE_VERSION }}
    steps:
      # NOTE: we need actions/checkout in order to use our local actions (e.g., ./.github/actions)
      - uses: actions/checkout@eef61447b9ff4aafe5dcd4e0bbf5d482be7e7871  # v4.2.1
        with:
          ref: ${{ env.RELEASE_COMMIT }}

      - name: Restore sealed source code
        uses: ./.github/actions/seal-restore
        with:
          integrity_hash: ${{ needs.build.outputs.integrity_hash }}
          artifact_name: ${{ needs.build.outputs.artifact_name }}

      - name: Upload to PyPi prod
        if: ${{ !inputs.skip_pypi }}
        uses: pypa/gh-action-pypi-publish@f7600683efdcb7656dec5b29656edb7bc586e597 # v1.10.3

      # PyPi test maintenance affected us numerous times, leaving for history purposes
      # - name: Upload to PyPi test
      #   if: ${{ !inputs.skip_pypi }}
      #   uses: pypa/gh-action-pypi-publish@f7600683efdcb7656dec5b29656edb7bc586e597 # v1.10.3
      #   with:
      #     repository-url: https://test.pypi.org/legacy/

  # We create a Git Tag using our release version (e.g., v3.16.0)
  # using our sealed source code we created earlier.
  # Because we bumped version of our project as part of CI
  # we need to add this into git before pushing the tag
  # otherwise the release commit will be used as the basis for the tag.
  # Later, we create a PR to update trunk with our newest release version (e.g., bump_version job)
  create_tag:
    needs: [release, seal, provenance]
    runs-on: ubuntu-latest
    permissions:
      contents: write
    steps:
      # NOTE: we need actions/checkout to authenticate and configure git first
      - uses: actions/checkout@eef61447b9ff4aafe5dcd4e0bbf5d482be7e7871  # v4.2.1
        with:
          ref: ${{ env.RELEASE_COMMIT }}

      - name: Restore sealed source code
        uses: ./.github/actions/seal-restore
        with:
          integrity_hash: ${{ needs.seal.outputs.integrity_hash }}
          artifact_name: ${{ needs.seal.outputs.artifact_name }}

      - id: setup-git
        name: Git client setup and refresh tip
        run: |
          git config user.name "Powertools for AWS Lambda (Python) bot"
          git config user.email "151832416+aws-powertools-bot@users.noreply.github.com"
          git config remote.origin.url >&-

      - name: Create Git Tag
        run: |
          git add pyproject.toml aws_lambda_powertools/shared/version.py
          git commit -m "chore: version bump"
          git tag -a v"${RELEASE_VERSION}" -m "release_version: v${RELEASE_VERSION}"
          git push origin v"${RELEASE_VERSION}"
        env:
          RELEASE_VERSION: ${{ needs.seal.outputs.RELEASE_VERSION }}

      - name: Upload provenance
        id: upload-provenance
        uses: ./.github/actions/upload-release-provenance
        with:
          release_version: ${{ needs.seal.outputs.RELEASE_VERSION }}
          provenance_name: ${{needs.provenance.outputs.provenance-name}}
          github_token: ${{ secrets.GITHUB_TOKEN }}

  # Creates a PR with the latest version we've just released
  # since our trunk is protected against any direct pushes from automation
  bump_version:
    needs: [release, seal]
    permissions:
      contents: write  # create-pr action creates a temporary branch
      pull-requests: write # create-pr action creates a PR using the temporary branch
    runs-on: ubuntu-latest
    steps:
      # NOTE: we need actions/checkout to authenticate and configure git first
      - uses: actions/checkout@eef61447b9ff4aafe5dcd4e0bbf5d482be7e7871  # v4.2.1
        with:
          ref: ${{ env.RELEASE_COMMIT }}

      - name: Restore sealed source code
        uses: ./.github/actions/seal-restore
        with:
          integrity_hash: ${{ needs.seal.outputs.integrity_hash }}
          artifact_name: ${{ needs.seal.outputs.artifact_name }}

      - name: Create PR
        id: create-pr
        uses: ./.github/actions/create-pr
        with:
          files: "pyproject.toml aws_lambda_powertools/shared/version.py"
          temp_branch_prefix: "ci-bump"
          pull_request_title: "chore(ci): bump version to ${{ needs.seal.outputs.RELEASE_VERSION }}"
          github_token: ${{ secrets.GITHUB_TOKEN }}

  # This job compiles a Lambda Layer optimized for space and speed (e.g., Cython)
  # It then deploys to Layer's Beta and Prod account, including SAR Beta and Prod account.
  # It uses canaries to attest Layers can be used and imported between stages.
  # Lastly, it updates our documentation with the latest Layer ARN for all regions
  #
  # NOTE
  #
  # Watch out for the depth limit of 4 nested workflow_calls.
  # publish_layer -> publish_3_layer -> reusable_deploy_v3_layer_stack
  publish_layer:
    needs: [seal, release, create_tag]
    secrets: inherit
    permissions:
      id-token: write
      contents: write
      pages: write
      pull-requests: write
    uses: ./.github/workflows/publish_v3_layer.yml
    with:
      latest_published_version: ${{ needs.seal.outputs.RELEASE_VERSION }}
      pre_release: ${{ inputs.pre_release }}
      source_code_artifact_name: ${{ needs.seal.outputs.artifact_name }}
      source_code_integrity_hash: ${{ needs.seal.outputs.integrity_hash }}

  post_release:
    needs: [seal, release, publish_layer]
    permissions:
      contents: read
      issues: write
      discussions: write
      pull-requests: write
    runs-on: ubuntu-latest
    env:
      RELEASE_VERSION: ${{ needs.seal.outputs.RELEASE_VERSION }}
    steps:
      - uses: actions/checkout@eef61447b9ff4aafe5dcd4e0bbf5d482be7e7871  # v4.2.1
        with:
          ref: ${{ env.RELEASE_COMMIT }}
      - name: Restore sealed source code
        uses: ./.github/actions/seal-restore
        with:
          integrity_hash: ${{ needs.seal.outputs.integrity_hash }}
          artifact_name: ${{ needs.seal.outputs.artifact_name }}
      - name: Close issues related to this release
        uses: actions/github-script@60a0d83039c74a4aee543508d2ffcb1c3799cdea # v7.0.1
        with:
          github-token: ${{ secrets.GITHUB_TOKEN }}
          script: |
            const post_release = require('.github/scripts/post_release.js')
            await post_release({github, context, core})