README.md rewritten whole from the current tree

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@ -1,15 +1,64 @@
# ceremony
One release ceremony for the whole heavy-duty family — implemented once,
tested once, documented here, consumed everywhere else by reference. The
approach and its constraints live in
[#1](https://github.com/heavy-duty/ceremony/issues/1); this README is the
operator-facing doctrine that used to live, three times over, in the
consumers' CONTRIBUTINGs.
The heavy-duty family's **governance repo**: the machinery every repo in the
family runs, and the doctrine every agent in the family reads. Implemented
once here, tested once here, consumed everywhere else — never copied.
- **Adopting or converting a repo** → [docs/CONSUMERS.md](docs/CONSUMERS.md).
- **Working in this repo as an agent** → [AGENTS.md](AGENTS.md) routes you;
[CONTRIBUTING.md](CONTRIBUTING.md) has the repo specifics.
Two kinds of thing live in this tree, and they are consumed in two different
ways because they have two different runtimes.
**Machinery is consumed by reference, at a pin.** The reusable workflows in
[`.github/workflows/`](.github/workflows/) and the composite actions in
[`actions/`](actions/) are fetched by GitHub at run time from the ref the
caller pins; no copy exists in the consumer. That machinery is two systems.
The **release ceremony** — [`release.yml`](.github/workflows/release.yml),
the decision and fact libraries under [`lib/`](lib/), and the guard actions
that keep a release honest — is the operator-facing half, and the runbook
below is its documentation. The **label and issue-flow machine**
[`labels.yml`](.github/workflows/labels.yml) and its detached sweep half
[`labels-sweep.yml`](.github/workflows/labels-sweep.yml) (split in #209),
driving [`labels-scope`](actions/labels-scope/),
[`labels-reconcile`](actions/labels-reconcile/) and
[`issueflow-reconcile`](actions/issueflow-reconcile/) — converges PR state
and the issue work queue. What its labels *mean* is
[LABELS.md](LABELS.md)'s contract, not this page's.
**Doctrine is consumed as a machine-verified mirror.** A document's only
runtime is an agent reading the working tree it stands in, and a doc that
needs a cross-repo fetch before it governs is a doc that sometimes goes
unread. So the agent-facing set — the files named in
[`docs/VENDORED.txt`](docs/VENDORED.txt) — is vendored into each governed
repo at `.ceremony/`, byte-identical to this repo at the pinned ref, by
[`actions/docs-sync`](actions/docs-sync/). A CI guard diffs the mirror
against the pin on every PR: hand-editing a vendored file, or bumping the
pin without re-syncing, goes red. It is a copy that cannot drift, which is
the only kind of copy this org allows. This README is deliberately *not* in
that set — a consumer's router is its `AGENTS.md`, not this repo's front
page — and [`.github/scripts/vendored-check.sh`](.github/scripts/vendored-check.sh)
records that reason beside the three other ceremony-only root docs.
**One pin governs both halves.** The ref a repo's workflow callers name is
the ref its `.ceremony/` mirror is verified against, so a process change
rolls out as one reviewed PR per repo: the pin line plus the re-synced
mirror, checked by the same guard.
## Where to go
- **Adopting ceremony, or converting a repo that carries its own copy**
[docs/CONSUMERS.md](docs/CONSUMERS.md) — the bootstrap and conversion
checklists, the caller stubs, the pin-bump procedure.
- **Working in this repo as an agent** → [AGENTS.md](AGENTS.md) routes you
to your role file ([TRIAGE.md](TRIAGE.md), [BUILDER.md](BUILDER.md),
[REVIEWER.md](REVIEWER.md)); [CONTRIBUTING.md](CONTRIBUTING.md) carries
this repo's own specifics — the review panel roster, the `scope:*` set,
the code and doctrine conventions.
- **The board: what a label means, and who may set it**
[LABELS.md](LABELS.md). It is the shared state machine; misusing one label
lies to every other agent on the board.
- **Family release windows — what ships together, and when**
[RELEASES.md](RELEASES.md).
- **How the operator fleet is actually wired** → [FLEET.md](FLEET.md), a
descriptive snapshot rather than doctrine.
- **Operating a release, or staring at a red run on main** → read on.
## What a release is
@ -23,13 +72,14 @@ stamps:
([lib/version.sh](lib/version.sh)).
2. **The changelog section is assembled — one edit, produced by the tool**
(#112). Entries never accumulate in `CHANGELOG.md`: each PR wrote one
fragment file, `changelog.d/<issue>.md`, and the ceremony PR runs
[bin/changelog-assemble](bin/changelog-assemble) — by hand, on purpose,
so the section lands in the PR's diff where the panel reads it (#112
D12; a consumer's exact invocation is in
[docs/CONSUMERS.md](docs/CONSUMERS.md#assembling-a-release-section)).
The tool folds every fragment into a new `## X.Y.Z — DATE` section on
top and deletes the fragments it consumed; the
fragment file, `changelog.d/<issue>.md`
([the directory's marker](changelog.d/README.md) names the doctrine), and
the ceremony PR runs [bin/changelog-assemble](bin/changelog-assemble) —
by hand, on purpose, so the section lands in the PR's diff where the
panel reads it (#112 D12; a consumer's exact invocation is in
[docs/CONSUMERS.md](docs/CONSUMERS.md#assembling-a-release-section)). The
tool folds every fragment into a new `## X.Y.Z — DATE` section on top and
deletes the fragments it consumed; the
[assembled guard](#changelog-assembled--the-stamp-is-exactly-the-fragments)
replays that run and refuses a stamp that is not byte-for-byte the
fragments' assembly.
@ -38,62 +88,61 @@ stamps:
`## Unreleased` back on top — because every PR inserted at that one
shared anchor, and between the stamp and the re-arm a PR authored
*before* the release landed its entry under whatever now occupied the
position — **the section that just shipped** — cleanly, no conflict,
no signal (box#108; confirmed cross-repo as rig#66). Fragments make
that failure structurally impossible rather than guarded-against: a
fragment merged after the release simply sits in the directory and is
assembled into the *next* section. There is no anchor left to misplace,
and nothing to re-arm — the directory is always armed.
position — **the section that just shipped** — cleanly, no conflict, no
signal (box#108; confirmed cross-repo as rig#66). Fragments make that
failure structurally impossible rather than guarded-against: a fragment
merged after the release simply sits in the directory and is assembled
into the *next* section. There is no anchor left to misplace, and nothing
to re-arm — the directory is always armed.
3. **The drill record is present**: `drills/X.Y.Z.md`, non-blank — the
evidence the release rests on
([the drill doctrine](#the-drill-doctrine)).
evidence the release rests on ([the drill doctrine](#the-drill-doctrine)).
(This repo's own ceremony adds a fourth stamp: `CEREMONY_SELF_REF` — the
ref consumers' runs fetch this repo at — moves to the version being
released, in [release.yml](.github/workflows/release.yml#L123-L132) and
every other workflow that carries it.
[self-ref-check.sh](.github/scripts/self-ref-check.sh) fails CI here, not
a consumer's release, when it is stale.)
(This repo's own ceremony adds a fourth stamp: `CEREMONY_SELF_REF` — the ref
consumers' runs fetch this repo at — moves to the version being released, in
[release.yml](.github/workflows/release.yml#L123-L132) and every other
workflow that carries it.
[self-ref-check.sh](.github/scripts/self-ref-check.sh) fails CI here, not a
consumer's release, when it is stale.)
**The merge is the ship decision; the tag is transcription.** After the
merge, [release.yml](.github/workflows/release.yml#L136-L300) asserts its
merge, [release.yml](.github/workflows/release.yml#L136-L301) asserts its
way to certainty, tags the merge commit, publishes the GitHub release with
the version's own changelog section as the body — the curated prose, never
the generated PR list
([lib/changelog.sh](lib/changelog.sh) is the one canonical extractor) —
and re-arms main by bumping to `X.Y.(Z+1)-dev`
([release.yml](.github/workflows/release.yml#L266-L300)) — the version is
the only re-arm left; the changelog needs none (#112). The machine does
the transcription because humans err silently and machines fail loudly:
**everything asserts its way to certainty and fails loudly, creating
the generated PR list ([lib/changelog.sh](lib/changelog.sh) is the one
canonical extractor, and [bin/changelog-section](bin/changelog-section) is
its command-line face) — and re-arms main by bumping to `X.Y.(Z+1)-dev`; the
version is the only re-arm left, the changelog needs none (#112). The
machine does the transcription because humans err silently and machines fail
loudly: **everything asserts its way to certainty and fails loudly, creating
nothing** — a wrong release is worse than a missing one, so every failed
assert leaves zero artifacts: no tag, no release, no bump.
## The two doors
- **The merge door — the paved road.** A push to main
([release.yml](.github/workflows/release.yml#L140)) runs the
- **The merge door — the paved road.** A push to main runs the
[decide table](#what-happens-when-my-pr-lands-on-main); a merged,
`release`-labeled PR whose version transitioned to bare is the ceremony,
everything legitimate that isn't one is a green no-op, and every
half-ceremony dies loudly. Use it for every normal release.
half-ceremony dies loudly
([release.yml](.github/workflows/release.yml#L136-L301)). Use it for every
normal release.
- **The tag door — the fallback and the backfill.** A bare `X.Y.Z` tag
push **no `v` prefix**, box's 0.6.0 set the scheme
([release.yml](.github/workflows/release.yml#L302-L369)) — publishes the
- **The tag door — the fallback and the backfill.** A bare `X.Y.Z` tag push
**no `v` prefix**, box's 0.6.0 set the scheme
([release.yml](.github/workflows/release.yml#L303-L371)) — publishes the
same way. The tag is the operator's explicit act, so there is no decide
and no label check; the one assert is that **the tag names the tree's
own version**, and a mismatch refuses, creating nothing. No `-dev` bump
either — the fallback does not rewrite main (cast's precedent). Use it
when the merge path is red, for backfills, and for the
and no label check; the one assert is that **the tag names the tree's own
version**, and a mismatch refuses, creating nothing. No `-dev` bump either
— the fallback does not rewrite main (cast's precedent). Use it when the
merge path is red, for backfills, and for the
[first-release edge](#what-happens-when-my-pr-lands-on-main) (row 4).
Tag + publish (+ the consumer's artifact hook) happen **in the same job,
on purpose**: a `GITHUB_TOKEN`-created tag fires no workflows (GitHub's
anti-recursion), so the merge door's tag can never re-enter the tag door
and double-publish — and that job is the release's only chance to publish
([release.yml](.github/workflows/release.yml#L223-L234), #1 constraint 2).
Tag + publish (+ the consumer's artifact hook) happen **in the same job, on
purpose**: a `GITHUB_TOKEN`-created tag fires no workflows (GitHub's
anti-recursion), so the merge door's tag can never re-enter the tag door and
double-publish — and that job is the release's only chance to publish (#1
constraint 2).
## What happens when my PR lands on main
@ -101,8 +150,8 @@ The merge door runs on **every** push to main, and the `release` label
legitimately means two things (release ceremonies, and ordinary work *on*
the release machinery), so the door's first act is a decision: the six-row
table in [lib/decide.sh](lib/decide.sh#L29-L61) (issue #8 — the comment
block *is* the spec, and the table is contract-tested offline). Rendered
for operators:
block *is* the spec, and the table is contract-tested offline by
[test/decide.test.sh](test/decide.test.sh)). Rendered for operators:
| # | the tree your merge produced | the run | what it means — and your move |
|---|---|---|---|
@ -113,9 +162,9 @@ for operators:
| 5 | version transitioned to bare, **no merged `release`-labeled PR** behind the commit | **red, nothing created** | A transition nobody declared — a release is a labeled ceremony PR, not a bare push. Label a proper ceremony PR and re-do it, or publish by the tag door if the tree is genuinely right. |
| 6 | version transitioned to bare, merged `release`-labeled PR behind the commit | **the ceremony** | Tag → notes → publish → `-dev` re-arm. Your move afterwards: verify the release exists and main reads `X.Y.(Z+1)-dev`. |
The green rows are the point as much as the red ones: the machinery must
be safe to work on, so every legitimate non-ceremony is a green `NOTICE`
no-op — never a red run on main per infra PR
The green rows are the point as much as the red ones: the machinery must be
safe to work on, so every legitimate non-ceremony is a green `NOTICE` no-op,
never a red run on main per infra PR
([lib/decide.sh](lib/decide.sh#L6-L12)). The label is hand-set intent and
automation never guesses; the version transition is the interlock, and
label-without-transition (row 4) and transition-without-label (row 5) both
@ -123,36 +172,54 @@ refuse (#1 constraint 8).
## The guards
Four composite actions run in every consumer's CI (and in this repo's
own). Shared shape: version-keyed where the tree's state matters, loud
where it fails, and **a file of its own so a test can drive it**. The full
war stories are in the scripts' header comments — authoritative and longer
than this; what follows is the operator's cut.
[`actions/`](actions/) holds ten composite actions. Three belong to the
label machine named above and are not the operator's business here. Of the
remaining seven, a consumer's own `ci.yml` carries **five** guard steps —
`changelog-armed`, `changelog-monotonic`, `changelog-assembled`,
`drill-recorded` and [`runner-isolated`](actions/runner-isolated/), the last
asserting that no `pull_request`-triggered workflow names a self-hosted
runner (#58) — plus [`refs-not-closing`](actions/refs-not-closing/) in its
own [`refs-guard.yml`](.github/workflows/refs-guard.yml) caller, because
body edits are load-bearing there (#200, #218), and
[`docs-sync`](actions/docs-sync/) once the repo adopts the agent team flow.
The exact steps and their pin-availability rules are in
[docs/CONSUMERS.md](docs/CONSUMERS.md).
The four below are the release's own, and this is the operator's cut of
them. Shared shape: version-keyed where the tree's state matters, loud where
it fails, and **a file of its own so a test can drive it**. The full war
stories are in the scripts' header comments — authoritative and longer than
this.
This repo eats what it serves: [`ci.yml`](.github/workflows/ci.yml) runs the
guard actions against its own real tree, and
[`release-exercise.yml`](.github/workflows/release-exercise.yml) replays the
merge door's step sequence on every PR.
### changelog-armed — main never sits disarmed
**The rule** ([actions/changelog-armed/changelog-armed.sh](actions/changelog-armed/changelog-armed.sh)),
keyed on the tree's shape, then its version. In **fragment mode**
`changelog.d/` exists, the arming property moved onto the directory
(#112 D7):
`changelog.d/` exists, the arming property moved onto the directory (#112
D7):
- always → the marker `changelog.d/README.md` must exist (what keeps the
directory tracked when it holds no fragments), no `## Unreleased`
section may survive in `CHANGELOG.md` (a second anchor with no owner),
and every fragment must be publishable on its own — named `<issue>.md`
or `<repo>-<issue>.md`, no `## ` heading, at least one bullet, no
`### ` heading without an entry. A malformed fragment fails the PR that
wrote it, not the release that consumes it (#112 D9).
- `-dev` tree → nothing more. The directory **is** the arming: the next
PR's entry is a new file, and a new file always has somewhere to land.
directory tracked when it holds no fragments), no `## Unreleased` section
may survive in `CHANGELOG.md` (a second anchor with no owner), and every
fragment must be publishable on its own — named `<issue>.md` or
`<repo>-<issue>.md`, no `## ` heading, at least one bullet, no `### `
heading without an entry. A malformed fragment fails the PR that wrote it,
not the release that consumes it (#112 D9).
- `-dev` tree → nothing more. The directory **is** the arming: the next PR's
entry is a new file, and a new file always has somewhere to land.
- bare tree (the ceremony PR and its merge) → every fragment must be
consumed, and the top section must be the stamped, publishable section
for exactly that version. Fragment mode has no re-armed shape — there
is nothing left to re-arm.
consumed, and the top section must be the stamped, publishable section for
exactly that version. Fragment mode has no re-armed shape — there is
nothing left to re-arm.
In **legacy mode** — no `changelog.d/` — the version-keyed rules stand
verbatim; both shapes stay supported so a consumer adopts fragments on a
pin bump, on its own schedule (#112 D8):
verbatim; both shapes stay supported so a consumer adopts fragments on a pin
bump, on its own schedule (#112 D8):
- `-dev` tree → the top section **must** be `## Unreleased`.
- bare tree (the ceremony PR and its merge) → the top section may be
@ -166,32 +233,30 @@ pin bump, on its own schedule (#112 D8):
uses, so the two cannot disagree about what a section is).
**The incident**: box#108 / rig#66 — the silent mislanding described
[above](#what-a-release-is). Fragment mode retires the incident's
mechanism outright; legacy mode guards it. **Red means** a PR entry has
nowhere safe to land — a missing marker, a surviving `## Unreleased`, a
malformed fragment — or a stamped version would publish no entries, a
dangling grouped heading, or a bare tree still carrying fragments the
stamp did not consume (`not consumed` — re-run the assembler); the
message names the fix in every case. What this guard cannot see is a
fragment that *was* consumed but whose entry the stamp omits — the
fragment is gone from HEAD, so only
[above](#what-a-release-is). Fragment mode retires the incident's mechanism
outright; legacy mode guards it. **Red means** a PR entry has nowhere safe
to land — a missing marker, a surviving `## Unreleased`, a malformed
fragment — or a stamped version would publish no entries, a dangling grouped
heading, or a bare tree still carrying fragments the stamp did not consume
(`not consumed` — re-run the assembler); the message names the fix in every
case. What this guard cannot see is a fragment that *was* consumed but whose
entry the stamp omits — the fragment is gone from HEAD, so only
[changelog-assembled](#changelog-assembled--the-stamp-is-exactly-the-fragments)'s
merge-base replay catches that loss.
**Do not "simplify" this to "always require `## Unreleased`".** The
unconditional form is false by construction on the ceremony PR's own tree
— it makes every release unshippable — and rig#44 and cast#108 both had
to revert exactly that
([the script's header](actions/changelog-armed/changelog-armed.sh#L8-L16)).
The version-keyed form is what rig and cast get back by adopting this repo.
unconditional form is false by construction on the ceremony PR's own tree —
it makes every release unshippable — and rig#44 and cast#108 both had to
revert exactly that. The version-keyed form is what rig and cast get back by
adopting this repo.
One consequence worth knowing before it happens, legacy mode only: a
ceremony PR that stamps and forgets to re-arm still passes this guard — a
bare tree is allowed to be stamped. It goes red **the moment the automatic
`-dev` bump lands on main**. The guard does not block the release; it
refuses to let main *sit* disarmed, which is the window a late PR falls
into. Fragment mode has no such window: with no re-arm step there is
nothing to forget.
into. Fragment mode has no such window: with no re-arm step there is nothing
to forget.
### changelog-assembled — the stamp is exactly the fragments
@ -199,126 +264,122 @@ nothing to forget.
([actions/changelog-assembled/changelog-assembled.sh](actions/changelog-assembled/changelog-assembled.sh)):
on a release PR in fragment mode, the stamped `## X.Y.Z` section must be
**byte-for-byte** what the fragments it consumed assemble to. The guard
reads the fragments as of the merge base (they are gone from HEAD — that
is the point of the ceremony), replays `changelog-assemble --check` over
that set, and diffs the result against HEAD's section body. Every tree it
does not apply to — a `-dev` tree, legacy mode, no consumed fragments —
passes with a green `NOTICE`, so a non-ceremony PR is never red here.
reads the fragments as of the merge base (they are gone from HEAD — that is
the point of the ceremony), replays `changelog-assemble --check` over that
set, and diffs the result against HEAD's section body. Every tree it does
not apply to — a `-dev` tree, legacy mode, no consumed fragments — passes
with a green `NOTICE`, so a non-ceremony PR is never red here.
**The failure it catches** (#116): assembly is a hand-run step by design —
the section must land in the PR's diff where the panel reads it (#112 D12)
— and a mis-run hand step can leave no trace. The two failure shapes
differ, and the guards split them exactly as
[test/changelog-assembled.test.sh](test/changelog-assembled.test.sh)'s
trio rows record: leave a fragment **out of the deletion** and it survives
on HEAD, where
[changelog-armed](#changelog-armed--main-never-sits-disarmed) already
refuses the bare tree (`not consumed`) — this guard goes red too, naming
the entry the section lost. But **delete** a fragment while omitting its
entry from the stamp, or hand-edit one word of the assembled prose, and
nothing on HEAD is out of place: armed is green, monotonic is green, and
the publisher would happily publish history that is not what the authors
wrote. Only the merge-base replay catches those. The replay is what
makes a hand-run step safe. **This guard needs history** — same stance as
the monotonic guard: `fetch-depth: 0`, and in CI an unresolvable base is a
hard failure, not a skip.
the section must land in the PR's diff where the panel reads it (#112 D12) —
and a mis-run hand step can leave no trace. The two failure shapes differ,
and the guards split them exactly as
[test/changelog-assembled.test.sh](test/changelog-assembled.test.sh)'s trio
rows record: leave a fragment **out of the deletion** and it survives on
HEAD, where [changelog-armed](#changelog-armed--main-never-sits-disarmed)
already refuses the bare tree (`not consumed`) — this guard goes red too,
naming the entry the section lost. But **delete** a fragment while omitting
its entry from the stamp, or hand-edit one word of the assembled prose, and
nothing on HEAD is out of place: armed is green, monotonic is green, and the
publisher would happily publish history that is not what the authors wrote.
Only the merge-base replay catches those. The replay is what makes a
hand-run step safe. **This guard needs history** — same stance as the
monotonic guard: `fetch-depth: 0`, and in CI an unresolvable base is a hard
failure, not a skip.
### changelog-monotonic — shipped headings are append-only
**The rule**
([actions/changelog-monotonic/changelog-monotonic.sh](actions/changelog-monotonic/changelog-monotonic.sh#L4-L7)):
the set of `## X.Y.Z` headings on your branch must be a **superset** of
the set at the merge base, and no heading may appear twice on HEAD. The
rule needs no tuning because release headings are append-only by doctrine:
the ceremony adds one and nothing ever legitimately removes one — so
superset has no exception to carve. The ceremony's own stamp passes by
construction: the assembler writes a new `## X.Y.Z — DATE` heading and
removes none. Fragment mode changes nothing here (#112 D10): fragments add
no `## ` heading, and `Unreleased` was never in the guard's set — it is
not a version heading; it is
([actions/changelog-monotonic/changelog-monotonic.sh](actions/changelog-monotonic/changelog-monotonic.sh)):
the set of `## X.Y.Z` headings on your branch must be a **superset** of the
set at the merge base, and no heading may appear twice on HEAD. The rule
needs no tuning because release headings are append-only by doctrine: the
ceremony adds one and nothing ever legitimately removes one — so superset
has no exception to carve. The ceremony's own stamp passes by construction:
the assembler writes a new `## X.Y.Z — DATE` heading and removes none.
Fragment mode changes nothing here (#112 D10): fragments add no `## `
heading, and `Unreleased` was never in the guard's set — it is not a version
heading; it is
[changelog-armed](#changelog-armed--main-never-sits-disarmed)'s business —
which is why a repo's adoption PR can delete it and stay green.
**The incidents**: box#122 (caught in review of box#118) — an author
adding an entry under `## Unreleased` **replaced** the heading below it
instead of inserting above it; git merges that cleanly, and the shipped
section's body is silently absorbed into `## Unreleased`. And box#118
itself — a bad rebase *duplicated* a shipped heading, which containment is
blind to, which is why uniqueness-on-HEAD is a separate assert
([the script](actions/changelog-monotonic/changelog-monotonic.sh#L96-L116)).
**The incidents**: box#122 (caught in review of box#118) — an author adding
an entry under `## Unreleased` **replaced** the heading below it instead of
inserting above it; git merges that cleanly, and the shipped section's body
is silently absorbed into `## Unreleased`. And box#118 itself — a bad rebase
*duplicated* a shipped heading, which containment is blind to, which is why
uniqueness-on-HEAD is a separate assert.
**Red means** a shipped section was deleted (put the heading back and
insert **above** it) or duplicated (collapse to one heading; the failure
message walks through both fixes with the diff to run). **This guard needs
**Red means** a shipped section was deleted (put the heading back and insert
**above** it) or duplicated (collapse to one heading; the failure message
walks through both fixes with the diff to run). **This guard needs
history**: the consumer's checkout must use `fetch-depth: 0`, and in CI an
unresolvable base is a hard failure, not a skip — a guard that can quietly
stop guarding is the failure shape this family of checks exists to refuse
([strict mode](actions/changelog-monotonic/changelog-monotonic.sh#L60-L79)).
stop guarding is the failure shape this family of checks exists to refuse.
### drill-recorded — a release carries its evidence
**The rule**
([actions/drill-recorded/drill-recorded.sh](actions/drill-recorded/drill-recorded.sh#L23-L48)),
keyed on the tree's version: a `-dev` tree passes with nothing to assert
(a development tree ships nothing); a bare tree — the ceremony PR and its
merge — must carry `drills/<version>.md` with at least one
non-whitespace character. One file per version, so `0.9.0.md` and
`0.9.0-rc1.md` are simply different files and prefix confusion is
unrepresentable (#1 constraint 7).
([actions/drill-recorded/drill-recorded.sh](actions/drill-recorded/drill-recorded.sh)),
keyed on the tree's version: a `-dev` tree passes with nothing to assert (a
development tree ships nothing); a bare tree — the ceremony PR and its merge
— must carry `drills/<version>.md` with at least one non-whitespace
character. One file per version, so `0.9.0.md` and `0.9.0-rc1.md` are simply
different files and prefix confusion is unrepresentable (#1 constraint 7).
**The incident**: box's CONTRIBUTING said since box#96 that the release
ritual must be run and recorded. No release ever did it — box#95, box#114
and box#148 all shipped as a version bump plus a changelog stamp, because
the gate was a sentence in a document and the only thing standing on it
was a reviewer remembering to ask. The rule moved into CI, where it fires
the gate was a sentence in a document and the only thing standing on it was
a reviewer remembering to ask. The rule moved into CI, where it fires
whether or not anyone is paying attention.
**Red means** the release is asserting a ritual it left no evidence of.
**The fix is to run the drill** and record it — or to waive it *in
writing* at the same path: the guard demands a **record, not a passing
result** ([below](#the-drill-doctrine)).
**The fix is to run the drill** and record it — or to waive it *in writing*
at the same path: the guard demands a **record, not a passing result**
([below](#the-drill-doctrine)).
## The drill doctrine
**Evidence, not success.** The guard asserts a record exists — a failed
drill honestly written down satisfies it, and so does a maintainer waiver
that says plainly the drill was waived and why. What it refuses is
silence: a skip must cost a deliberate, reviewable file in the diff,
which is precisely what box's three silent skips never produced. CI
cannot run a consumer's drill (box's wants real hardware and the better
part of an hour); it can only refuse a release that never ran one.
that says plainly the drill was waived and why. What it refuses is silence:
a skip must cost a deliberate, reviewable file in the diff, which is
precisely what box's three silent skips never produced. CI cannot run a
consumer's drill (box's wants real hardware and the better part of an hour);
it can only refuse a release that never ran one.
**Each repo defines what its drill *means*** — the gate only reads the
record. box asserts the **isolation contract**; rig asserts
**convergence** (a machine reaches its role, idempotently); cast asserts
**promotion** (A→B reproduces, the diff is idempotent); ceremony's own
drill is a **door rehearsal** — both doors exercised end-to-end on a
disposable repo (#11 names the six probes); incubator's is TBD in
record. box asserts the **isolation contract**; rig asserts **convergence**
(a machine reaches its role, idempotently); cast asserts **promotion** (A→B
reproduces, the diff is idempotent); ceremony's own drill is a **door
rehearsal** — both doors exercised end-to-end on a disposable repo, written
out step by step in [drills/README.md](drills/README.md), with the records
themselves in [drills/](drills/); incubator's is TBD in
heavy-duty/incubator. Each repo states its meaning in its own
`drills/README.md`. Three different exercises sharing a substrate is why
the records are per-repo — they are not phases of one script.
`drills/README.md`. Three different exercises sharing a substrate is why the
records are per-repo — they are not phases of one script.
**Drills exercise candidate refs, not released artifacts.** A ref is a
static identifier that exists as soon as the release branch does, so no
repo has to be released — or drilled — before another can be drilled:
what looks like a box↔rig recursion at runtime dissolves into two
independent tests against one fixed pair of refs. And drilling the
candidate *is* drilling the release: a ceremony PR's diff is the stamps
and nothing else, so no executable byte differs between the tree that was
drilled and the tree that ships.
static identifier that exists as soon as the release branch does, so no repo
has to be released — or drilled — before another can be drilled: what looks
like a box↔rig recursion at runtime dissolves into two independent tests
against one fixed pair of refs. And drilling the candidate *is* drilling the
release: a ceremony PR's diff is the stamps and nothing else, so no
executable byte differs between the tree that was drilled and the tree that
ships.
**A cross-repo release set shares one run ID.** Each repo records its own
legs in its own `drills/X.Y.Z.md`, citing that run ID and the sibling
SHAs, so the records reconcile afterwards — but the guard only ever reads
the repo it runs in. If a defect shows up only in the combination: patch,
re-drill, re-record. The set converges; it is not required to be right in
one pass.
legs in its own `drills/X.Y.Z.md`, citing that run ID and the sibling SHAs,
so the records reconcile afterwards — but the guard only ever reads the repo
it runs in. If a defect shows up only in the combination: patch, re-drill,
re-record. The set converges; it is not required to be right in one pass.
## Troubleshooting red main
Every refusal the release flow can emit, verbatim, with cause and remedy.
The catalog is generated from the sources, not paraphrased — regenerate
it with:
The catalog is generated from the sources, not paraphrased — regenerate it
with:
```sh
grep -n -A2 'refuse \|>&2' lib/decide.sh lib/facts.sh .github/workflows/release.yml
@ -347,12 +408,11 @@ or — if the tree is genuinely the release — publish by the tag door.
> the version '$VER' is bare and unchanged, but RELEASED is empty — this state is decided by whether '$VER' is already released, and the caller did not establish that fact. Refusing to guess — creating nothing.
> the version transitioned ('$BASE_VER' -> '$VER') but LABELED is empty — a transition ships only behind a merged, release-labeled PR, and the caller did not establish that fact. Refusing to guess — creating nothing.
The fact-gathering guards
([L92L105](lib/decide.sh#L92-L105), [L135](lib/decide.sh#L135),
[L151](lib/decide.sh#L151)): a missing fact must never fall through to
"no". These indicate a bug upstream in [lib/facts.sh](lib/facts.sh) or the
workflow plumbing, not an operator mistake — read the run's `facts:`
stderr line and file what you find.
The fact-gathering guards ([L92L105](lib/decide.sh#L92-L105),
[L135](lib/decide.sh#L135), [L151](lib/decide.sh#L151)): a missing fact must
never fall through to "no". These indicate a bug upstream in
[lib/facts.sh](lib/facts.sh) or the workflow plumbing, not an operator
mistake — read the run's `facts:` stderr line and file what you find.
### The facts could not be established ([lib/facts.sh](lib/facts.sh), [lib/version.sh](lib/version.sh))
@ -367,44 +427,44 @@ stderr line and file what you find.
> version_read: node is required for version-source: package-json
[lib/version.sh](lib/version.sh#L16-L66): the tree's version source is
missing, empty, or unreadable. A wrong release is worse than a missing
one, so an unreadable state is never an empty print — restore the
`VERSION` file (or `package.json` version field) on main.
missing, empty, or unreadable. A wrong release is worse than a missing one,
so an unreadable state is never an empty print — restore the `VERSION` file
(or `package.json` version field) on main.
### The merge door refused ([release.yml](.github/workflows/release.yml#L136-L300))
### The merge door refused ([release.yml](.github/workflows/release.yml#L136-L301))
> CHANGELOG.md has no '## $VER' section at the merge commit — the ceremony PR must stamp it; refusing to publish an empty release
[L202L205](.github/workflows/release.yml#L202-L205): the ceremony merged
without its stamp (a state the
[armed guard](#changelog-armed--main-never-sits-disarmed) already refuses
on the PR — red main here means it was overridden). Stamp the section on
main, then publish by the tag door.
[armed guard](#changelog-armed--main-never-sits-disarmed) already refuses on
the PR — red main here means it was overridden). Stamp the section on main,
then publish by the tag door.
> tag '$VER' already exists — this release already happened, or a manual tag won the race; refusing to re-release, creating nothing.
> release '$VER' already exists — refusing to re-release, creating nothing.
[L207L222](.github/workflows/release.yml#L207-L222), the nothing-exists
[L208L223](.github/workflows/release.yml#L208-L223), the nothing-exists
assert — what makes a re-run of a completed ceremony refuse instead of
clobber, and what catches a manual tag racing the merge. If the release
truly exists, there is nothing to do: this red is the system declining to
do the thing twice. If the tag exists but the release does not (a manual
tag won the race, or
truly exists, there is nothing to do: this red is the system declining to do
the thing twice. If the tag exists but the release does not (a manual tag
won the race, or
[a failed artifact hook](docs/CONSUMERS.md#the-artifact-hook)), recover by
the tag door: delete and re-push the tag, or `gh release create` by hand
from a fixed tree.
> direct push refused (branch protection?) — opening the bump PR instead
[L292L300](.github/workflows/release.yml#L292-L300) — loud, but not a
[L293L301](.github/workflows/release.yml#L293-L301) — loud, but not a
refusal: the post-release `-dev` bump could not push directly, so the run
opened a `release`-labeled bump PR itself. Your move: merge it promptly —
until it lands, main is sitting bare, where a dev install
[impersonates the release](.github/workflows/release.yml#L291) and the
until it lands, main is sitting bare, where a dev install impersonates the
release and the
[armed guard's window](#changelog-armed--main-never-sits-disarmed) stays
open.
### The tag door refused ([release.yml](.github/workflows/release.yml#L302-L369))
### The tag door refused ([release.yml](.github/workflows/release.yml#L303-L371))
> tag '$GITHUB_REF_NAME' does not match the tree's version '$ver' — creating nothing.
> A release is a PR, then a tag: the release PR bumps the version and stamps the changelog; the tag goes on its MERGE commit. Delete this tag and re-tag the right commit.
@ -416,40 +476,42 @@ remedy.
[L346L349](.github/workflows/release.yml#L346-L349). The tagged tree was
never stamped. Assemble the section
([docs/CONSUMERS.md](docs/CONSUMERS.md#assembling-a-release-section)),
then delete and re-push the tag.
([docs/CONSUMERS.md](docs/CONSUMERS.md#assembling-a-release-section)), then
delete and re-push the tag.
### Red main that is not the release workflow
Consumer CI runs its guard steps on pushes to main too (this repo's
[ci.yml](.github/workflows/ci.yml) does the same). The one guard red an
operator will actually meet on main is **changelog-armed after a re-arm
was forgotten — legacy mode only**: the ceremony stamped without putting
`## Unreleased` back, the release's own `-dev` bump landed, and the guard
now says (first line):
operator will actually meet on main is **changelog-armed after a re-arm was
forgotten — legacy mode only**: the ceremony stamped without putting
`## Unreleased` back, the release's own `-dev` bump landed, and the guard now
says (first line):
> changelog-armed: the version is '$ver' (a development tree) but the top
> section of $changelog is: …
The fix is a one-line PR: add an empty `## Unreleased` above the stamped
section. The full message carries the same instruction. Fragment mode has
no re-arm to forget, so it has no equivalent red on main — its refusals
(a missing marker, a surviving `## Unreleased`, a malformed or unconsumed
section. The full message carries the same instruction. Fragment mode has no
re-arm to forget, so it has no equivalent red on main — its refusals (a
missing marker, a surviving `## Unreleased`, a malformed or unconsumed
fragment) all fire on the PR that caused them, where the author is still
holding it.
## Design lineage
The ceremony converged across box#83 → box#96, rig#32 → rig#47, and
cast#96 → cast#111; this repo is those three implementations folded into
one (the drift that motivated it is measured in
[#1](https://github.com/heavy-duty/ceremony/issues/1)). The load-bearing
constraints — each bought with an incident, none of them safe to
"simplify" away — are listed in
[#1](https://github.com/heavy-duty/ceremony/issues/1) and carried, with
their war stories, in the headers of the scripts they bind:
[release.yml](.github/workflows/release.yml#L1-L109),
[lib/decide.sh](lib/decide.sh#L1-L74),
[lib/facts.sh](lib/facts.sh#L1-L24), and the four
[guard scripts](actions/). The comments are the documentation of record;
this README is their operator-facing cut.
The ceremony converged across box#83 → box#96, rig#32 → rig#47 and cast#96 →
cast#111; this repo is those three implementations folded into one, and the
drift that motivated it is measured in
[#1](https://github.com/heavy-duty/ceremony/issues/1), which also lists the
load-bearing constraints — each bought with an incident, none of them safe
to "simplify" away. The label machine's own record is #10, #11 and #130; the
issue-flow queue's is #15, #16 and #73; the fragment changelog's is #112 and
#116; the sweep/trigger split is #209.
The narrative lives in those issues, by design: the war stories are carried
in the headers of the scripts they bind —
[release.yml](.github/workflows/release.yml),
[lib/decide.sh](lib/decide.sh), [lib/facts.sh](lib/facts.sh) and the
[guard scripts](actions/) — and those comments are the documentation of
record. This README is their operator-facing cut.