Release workflow simplifications (open-telemetry#4534)

* Release workflow simplifications

* sync

* Fix

.github/workflows/backport.yml

@@ -10,6 +10,12 @@ jobs:
   backport:
     runs-on: ubuntu-latest
     steps:
+      - run: |
+          if [[ ! $GITHUB_REF_NAME =~ ^release/v[0-9]+\.[0-9]+\.x$ ]]; then
+            echo this workflow should only be run against release branches
+            exit 1
+          fi
+
       - uses: actions/checkout@v3
         with:
           # history is needed to run git cherry-pick below
@@ -21,12 +27,11 @@ jobs:
       - name: Create pull request
         env:
           NUMBER: ${{ github.event.inputs.number }}
-          # not using the default GITHUB_TOKEN because pull requests generated by it do not run any workflows
+          # not using secrets.GITHUB_TOKEN since pull requests from that token do not run workflows
           GITHUB_TOKEN: ${{ secrets.BOT_TOKEN }}
         run: |
           commit=$(gh pr view $NUMBER --json mergeCommit --jq .mergeCommit.oid)
           title=$(gh pr view $NUMBER --json title --jq .title)
-          url=$(gh pr view $NUMBER --json url --jq .url)
 
           branch="backport-${NUMBER}-to-${GITHUB_REF_NAME//\//-}"
 

.github/workflows/prepare-patch-release.yml

@@ -8,10 +8,21 @@ jobs:
     steps:
       - uses: actions/checkout@v3
 
+      - run: |
+          if [[ ! $GITHUB_REF_NAME =~ ^release/v[0-9]+\.[0-9]+\.x$ ]]; then
+            echo this workflow should only be run against release branches
+            exit 1
+          fi
+
+          if ! grep --quiet "^## Unreleased$" CHANGELOG.md; then
+            echo the change log is missing an \"Unreleased\" section
+            exit 1
+          fi
+
       - name: Set environment variables
         run: |
           version=$(.github/scripts/get-version.sh)
-          if [[ $version =~ ([0-9]+\.[0-9]+)\.([0-9]+) ]]; then
+          if [[ $version =~ ^([0-9]+\.[0-9]+)\.([0-9]+)$ ]]; then
             major_minor="${BASH_REMATCH[1]}"
             patch="${BASH_REMATCH[2]}"
           else
@@ -21,15 +32,19 @@ jobs:
           echo "VERSION=$major_minor.$((patch + 1))" >> $GITHUB_ENV
 
       - name: Update version
+        run: sed -Ei "s/[0-9]+\.[0-9]+\.[0-9]+/$VERSION/" version.gradle.kts
+
+      - name: Update the change log with the approximate release date
         run: |
-          sed -Ei "s/[0-9]+\.[0-9]+\.[0-9]+/$VERSION/" version.gradle.kts
+          date=$(date "+%Y-%m-%d")
+          sed -Ei "s/^## Unreleased$/## Version $VERSION ($date)/" CHANGELOG.md
 
       - name: Set git user
         run: .github/scripts/set-git-user.sh
 
       - name: Create pull request
         env:
-          # not using the default GITHUB_TOKEN because pull requests generated by it do not run any workflows
+          # not using secrets.GITHUB_TOKEN since pull requests from that token do not run workflows
           GITHUB_TOKEN: ${{ secrets.BOT_TOKEN }}
         run: |
           message="Prepare release $VERSION"

.github/workflows/prepare-release-branch.yml

@@ -3,33 +3,58 @@ on:
   workflow_dispatch:
 
 jobs:
+  prereqs:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v3
+
+      - run: |
+          if [[ $GITHUB_REF_NAME != main ]]; then
+            echo this workflow should only be run against main
+            exit 1
+          fi
+
+          if ! grep --quiet "^## Unreleased$" CHANGELOG.md; then
+            echo the change log is missing an \"Unreleased\" section
+            exit 1
+          fi
+
   create-pull-request-against-release-branch:
     runs-on: ubuntu-latest
+    needs: prereqs
     steps:
       - uses: actions/checkout@v3
 
       - name: Create release branch
-        id: create-release-branch
         run: |
           version=$(.github/scripts/get-version.sh)
           version=${version//-SNAPSHOT/}
-          release_branch_name=$(echo $version | sed -E 's/([0-9]+)\.([0-9]+)\.0/release\/v\1.\2.x/')
+          if [[ $version =~ ^([0-9]+)\.([0-9]+)\.0$ ]]; then
+            release_branch_name=$(echo $version | sed -E 's/([0-9]+)\.([0-9]+)\.0/release\/v\1.\2.x/')
+          else
+            echo "unexpected version: $version"
+            exit 1
+          fi
 
           git push origin HEAD:$release_branch_name
 
           echo "VERSION=$version" >> $GITHUB_ENV
           echo "RELEASE_BRANCH_NAME=$release_branch_name" >> $GITHUB_ENV
 
       - name: Update version
+        run: sed -Ei "s/val snapshot = true/val snapshot = false/" version.gradle.kts
+
+      - name: Update the change log with the approximate release date
         run: |
-          sed -Ei "s/val snapshot = true/val snapshot = false/" version.gradle.kts
+          date=$(date "+%Y-%m-%d")
+          sed -Ei "s/^## Unreleased$/## Version $VERSION ($date)/" CHANGELOG.md
 
       - name: Set git user
         run: .github/scripts/set-git-user.sh
 
       - name: Create pull request against the release branch
         env:
-          # not using the default GITHUB_TOKEN because pull requests generated by it do not run any workflows
+          # not using secrets.GITHUB_TOKEN since pull requests from that token do not run workflows
           GITHUB_TOKEN: ${{ secrets.BOT_TOKEN }}
         run: |
           message="Prepare release $VERSION"
@@ -44,32 +69,39 @@ jobs:
 
   create-pull-request-against-main:
     runs-on: ubuntu-latest
+    needs: prereqs
     steps:
       - uses: actions/checkout@v3
 
       - name: Set environment variables
         run: |
           version=$(.github/scripts/get-version.sh)
-          if [[ $version =~ ([0-9]+)\.([0-9]+)\.0 ]]; then
+          if [[ $version =~ ^([0-9]+)\.([0-9]+)\.0$ ]]; then
             major="${BASH_REMATCH[1]}"
             minor="${BASH_REMATCH[2]}"
+            next_version="$major.$((minor + 1)).0"
           else
             echo "unexpected version: $version"
             exit 1
           fi
-          next_version="$major.$((minor + 1)).0"
           echo "NEXT_VERSION=$next_version" >> $GITHUB_ENV
+          echo "VERSION=$version" >> $GITHUB_ENV
 
       - name: Update version
+        run: sed -Ei "s/[0-9]+\.[0-9]+\.[0-9]+/$NEXT_VERSION/" version.gradle.kts
+
+      - name: Update the change log on main
         run: |
-          sed -Ei "s/[0-9]+\.[0-9]+\.[0-9]+/$NEXT_VERSION/" version.gradle.kts
+          # the actual release date on main will be updated at the end of the release workflow
+          date=$(date "+%Y-%m-%d")
+          sed -Ei "s/^## Unreleased$/## Unreleased\n\n## Version $VERSION ($date)/" CHANGELOG.md
 
       - name: Set git user
         run: .github/scripts/set-git-user.sh
 
       - name: Create pull request against main
         env:
-          # not using the default GITHUB_TOKEN because pull requests generated by it do not run any workflows
+          # not using secrets.GITHUB_TOKEN since pull requests from that token do not run workflows
           GITHUB_TOKEN: ${{ secrets.BOT_TOKEN }}
         run: |
           message="Update version to $NEXT_VERSION"

.github/workflows/release.yml

@@ -35,7 +35,7 @@ jobs:
       - name: Set environment variables
         run: |
           version=$(.github/scripts/get-version.sh)
-          if [[ $version =~ ([0-9]+)\.([0-9]+)\.([0-9]+) ]]; then
+          if [[ $version =~ ^([0-9]+)\.([0-9]+)\.([0-9]+) ]]; then
             major="${BASH_REMATCH[1]}"
             minor="${BASH_REMATCH[2]}"
             patch="${BASH_REMATCH[3]}"
@@ -57,39 +57,61 @@ jobs:
           echo "VERSION=$version" >> $GITHUB_ENV
           echo "PRIOR_VERSION=$prior_version" >> $GITHUB_ENV
 
+        # check out main branch to verify there won't be problems with merging the change log
+        # at the end of this workflow
+      - uses: actions/checkout@v3
+        with:
+          ref: main
+
+      - run: |
+          if [[ $VERSION == *.0 ]]; then
+            # not making a patch release
+            if ! grep --quiet "^## Version $VERSION " CHANGELOG.md; then
+              echo the pull request generated by prepare-release-branch.yml needs to be merged first
+              exit 1
+            fi
+          fi
+
+        # back to the release branch
+      - uses: actions/checkout@v3
+
       - name: Generate release notes
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
         run: |
           # conditional blocks not indented because of the heredoc
           if [[ $VERSION == *.0 ]]; then
-          cat > release-notes.txt << EOF
+          cat > /tmp/release-notes.txt << EOF
           This release targets the OpenTelemetry SDK $VERSION.
 
           EOF
           else
-          cat > release-notes.txt << EOF
+          cat > /tmp/release-notes.txt << EOF
           This is a patch release on the previous $PRIOR_VERSION release, fixing the issue(s) below.
 
           EOF
           fi
 
+          # CHANGELOG_SECTION.md is also used at the end of the release workflow
+          # for copying the change log updates to main
+          sed -n "0,/^## Version $VERSION /d;/^## Version /q;p" CHANGELOG.md \
+            > /tmp/CHANGELOG_SECTION.md
+
           # the complex perl regex is needed because markdown docs render newlines as soft wraps
           # while release notes render them as line breaks
-          sed -n "0,/^## Version $VERSION/d;/^## Version /q;p" CHANGELOG.md \
-            | perl -0pe 's/(?<!\n)\n *(?!\n)(?![-*] )(?![1-9]+\. )/ /g' \
-            >> release-notes.txt
+          perl -0pe 's/(?<!\n)\n *(?!\n)(?![-*] )(?![1-9]+\. )/ /g' /tmp/CHANGELOG_SECTION.md \
+            >> /tmp/release-notes.txt
 
           # conditional block not indented because of the heredoc
           if [[ $VERSION == *.0 ]]; then
-          cat >> release-notes.txt << EOF
+          cat >> /tmp/release-notes.txt << EOF
 
           ### 🙇 Thank you
           This release was possible thanks to the following contributors who shared their brilliant ideas and awesome pull requests:
 
           EOF
 
-          .github/scripts/generate-release-contributors.sh v$PRIOR_VERSION >> release-notes.txt
+          .github/scripts/generate-release-contributors.sh v$PRIOR_VERSION >> /tmp/release-notes.txt
           fi
 
       - name: Create GitHub release
@@ -98,31 +120,83 @@ jobs:
         run: |
           gh release create --target $GITHUB_REF_NAME \
                             --title "Version $VERSION" \
-                            --notes-file release-notes.txt \
+                            --notes-file /tmp/release-notes.txt \
                             --discussion-category announcements \
                             v$VERSION
 
-      - name: Update the change log with the release date
+      - uses: actions/checkout@v3
+        with:
+          # the step below is creating a pull request against main
+          ref: main
+
+      - name: Copy change log updates to main
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
         run: |
-          date=$(gh release view v$VERSION --json publishedAt --jq .publishedAt | sed 's/T.*//')
-          sed -Ei "s/## Version $VERSION .*/## Version $VERSION ($date)/" CHANGELOG.md
+          if [[ $VERSION == *.0 ]]; then
+            # this was not a patch release, so the version exists already in the CHANGELOG.md
+
+            # update the release date
+            date=$(gh release view v$VERSION --json publishedAt --jq .publishedAt | sed 's/T.*//')
+            sed -Ei "s/## Version $VERSION .*/## Version $VERSION ($date)/" CHANGELOG.md
+
+            # the entries are copied over from the release branch to support workflows
+            # where change log entries may be updated after preparing the release branch
+
+            # copy the portion above the release, up to and including the heading
+            sed -n "0,/^## Version $VERSION ($date)/p" CHANGELOG.md > /tmp/CHANGELOG.md
+
+            # copy the release notes
+            cat /tmp/CHANGELOG_SECTION.md >> /tmp/CHANGELOG.md
+
+            # copy the portion below the release
+            sed -n "0,/^## Version $VERSION /d;0,/^## Version /{/^## Version/!d};p" CHANGELOG.md \
+              >> /tmp/CHANGELOG.md
+
+            # update the real CHANGELOG.md
+            cp /tmp/CHANGELOG.md CHANGELOG.md
+          else
+            # this was a patch release, so the version does not exist already in the CHANGELOG.md
+
+            # copy the portion above the top-most release, not including the heading
+            sed -n "0,/^## Version /{ /^## Version /!p }" CHANGELOG.md > /tmp/CHANGELOG.md
+
+            # add the heading
+            date=$(gh release view v$VERSION --json publishedAt --jq .publishedAt | sed 's/T.*//')
+            echo "## Version $VERSION ($date)" >> /tmp/CHANGELOG.md
+
+            # copy the release notes
+            cat /tmp/CHANGELOG_SECTION.md >> /tmp/CHANGELOG.md
+
+            # copy the portion starting from the top-most release
+            sed -n "/^## Version /,\$p" CHANGELOG.md >> /tmp/CHANGELOG.md
+
+            # update the real CHANGELOG.md
+            cp /tmp/CHANGELOG.md CHANGELOG.md
+          fi
 
       - name: Set git user
         run: .github/scripts/set-git-user.sh
 
-      - name: Create pull request against the release branch
+      - name: Create pull request against main
         env:
-          # not using the default GITHUB_TOKEN because pull requests generated by it do not run any workflows
+          # not using secrets.GITHUB_TOKEN since pull requests from that token do not run workflows
           GITHUB_TOKEN: ${{ secrets.BOT_TOKEN }}
         run: |
-          message="Add the release date for $VERSION to the change log"
-          branch="add-release-date-for-${VERSION}"
+          message="Copy change log updates from $GITHUB_REF_NAME"
+          body="Copy log updates from \`$GITHUB_REF_NAME\`."
+          branch="copy-change-log-updates-from-${GITHUB_REF_NAME//\//-}"
+
+          if [[ $VERSION == *.0 ]]; then
+            if git diff --quiet; then
+              echo there are no updates needed to the change log on main, not creating pull request
+              exit 0 # success
+            fi
+          fi
 
           git commit -a -m "$message"
           git push origin HEAD:$branch
-          gh pr create --title "[$GITHUB_REF_NAME] $message" \
-                       --body "$message." \
+          gh pr create --title "$message" \
+                       --body "$body" \
                        --head $branch \
-                       --base $GITHUB_REF_NAME
+                       --base main