Pulse/docs/RELEASE.md
rcourtman fd0a4f2b0a docs: update documentation for v4.24.0 features
Updates documentation to reflect features implemented in recent commits:

**Security & API Enhancements:**
- Rate limit headers (X-RateLimit-Limit, X-RateLimit-Remaining, Retry-After)
- Audit logging for rollback actions and scheduler health
- Runtime logging configuration tracking

**Scheduler Health API:**
- Document new v4.24.0 endpoint features
- Per-instance circuit breaker status
- Dead-letter queue tracking
- Staleness metrics
- Enhanced response format with backward compatibility

**Version & Health Endpoints:**
- Updated /api/version response fields
- Optional health endpoint fields
- Deployment type and update availability

**Configuration & Installation:**
- HTTP config fetch via PULSE_INIT_CONFIG_URL
- Updated environment variable documentation
- Enhanced FAQ entries

**Monitoring & Operations:**
- Adaptive polling architecture documentation
- Rollback procedure references
- Production deployment guidance

All documentation changes align with implemented features from commits:
- 656ae0d25 (PMG test fix)
- dec85a4ef (PBS/PMG stubs + HTTP config)
- Earlier commits: scheduler health API, rollback, rate limiting
2025-10-20 16:08:10 +00:00

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# Pulse Release Checklist
Use this checklist when preparing and publishing a new Pulse release.
## Pre-release
- [ ] Ensure `VERSION` is set to `4.24.0` and matches the tag you plan to cut (format `4.x.y`)
- [ ] Confirm the Helm chart renders and installs locally:
```bash
helm lint deploy/helm/pulse --strict
helm template pulse deploy/helm/pulse \
--set persistence.enabled=false \
--set server.secretEnv.create=true \
--set server.secretEnv.data.API_TOKENS=dummy-token
```
- [ ] (Optional) Run the Kind-based integration test locally:
```bash
kind create cluster
helm upgrade --install pulse ./deploy/helm/pulse \
--namespace pulse \
--create-namespace \
--set persistence.enabled=false \
--set server.secretEnv.create=true \
--set server.secretEnv.data.API_TOKENS=dummy-token \
--wait
kubectl -n pulse get pods
kind delete cluster
```
- [ ] Confirm adaptive polling, scheduler health API, rollback UI, logging runtime controls, and rate-limit header documentation are updated before tagging v4.24.0
- [ ] Smoke-test updates rollback: apply a test update via Settings → System → Updates, trigger a rollback, and verify journal entries document the rollback event
## Publishing
1. Tag the release (`git tag v4.x.y && git push origin v4.x.y`) or draft a GitHub release.
2. Package the Helm chart locally so you can preview the artifact (the GitHub workflow performs the same command, but local packaging provides an explicit hand-off):
```bash
./scripts/package-helm-chart.sh 4.x.y
# Optional: push to GHCR after authenticating
# helm registry login ghcr.io
# ./scripts/package-helm-chart.sh 4.x.y --push
```
The script emits `dist/pulse-4.x.y.tgz`, and `scripts/build-release.sh` copies the tarball into `release/` alongside the binary archives. Uploading can be handled manually with the `--push` flag or delegated to the automated workflow described below.
> `scripts/build-release.sh` automatically runs the same packaging step (unless you export `SKIP_HELM_PACKAGE=1`) so release archives and chart tarballs are produced together.
3. If you rely on automation, monitor the **Publish Helm Chart** workflow (triggered by the release) to ensure it finishes successfully. When running entirely locally, skip this step and verify the push command completed.
4. (Optional) Sign `release/checksums.txt` by exporting `SIGNING_KEY_ID=<gpg-key-id>` before running `scripts/build-release.sh`, or re-run the signing step manually:
```bash
SIGNING_KEY_ID=<gpg-key-id> ./scripts/build-release.sh
# or sign later
gpg --detach-sign --armor --local-user <gpg-key-id> release/checksums.txt
```
Publish both `checksums.txt` and `checksums.txt.asc` so users can verify artifacts:
```bash
gpg --verify checksums.txt.asc checksums.txt
```
5. Update the release notes to include an upgrade/install snippet pointing at GHCR, for example:
```bash
helm install pulse oci://ghcr.io/rcourtman/pulse-chart \
--version 4.x.y \
--namespace pulse \
--create-namespace
```
**For v4.24.0 specifically**, highlight these features in the release notes:
- Adaptive polling (now GA)
- Scheduler health API with rich instance metadata
- Updates rollback workflow
- Shared script library system (now GA)
- X-RateLimit-* headers for all API responses
- Runtime logging configuration (no restart required)
6. Mention any chart-breaking changes (new values, migrations) in the release notes.
## Post-release
- [ ] Verify `helm show chart oci://ghcr.io/rcourtman/pulse-chart --version 4.x.y` shows the expected metadata (version, appVersion, icon)
- [ ] Run `helm install` against a test cluster (Kind/k3s) using the published OCI artifact
- [ ] Run `curl -s http://<host>:7655/api/monitoring/scheduler/health | jq` to ensure the scheduler health endpoint is live
- [ ] Verify the Updates view reports rollback metadata and X-RateLimit-* headers appear in API responses
- [ ] Announce the release with links to both the GitHub release and the Helm installation instructions (`docs/KUBERNETES.md`)
- [ ] Verify signatures: `gpg --verify checksums.txt.asc checksums.txt`