* feat(telemetry): add opt-in OpenTelemetry tracing (PR 1: lifecycle + root span)
Implements the first increment of docs/proposals/otel-tracing.md (#2767):
- pkg/telemetry: SDK setup from standard OTEL_* env vars (autoexport for
exporter selection, env-driven sampler/propagators, OTEL_SDK_DISABLED),
command-span lifecycle, no-op-by-default accessors
- --otel-tracing flag / HELMFILE_OTEL_TRACING env switch
- root span "helmfile <command>" with file/environment/selectors/exit_code
attributes; TRACEPARENT-based remote-parent extraction for CI correlation
- shutdown flush on both normal-exit and signal paths (nil-safe, 5s bound)
- app.New derives its context from telemetry.CommandContext()
(Background-identical when tracing is disabled)
- docs: otel.md user guide, experimental-features entry, design proposal
- tests: hermetic unit tests, app context-contract pinning, flag registration
Telemetry problems never fail a run: exporter misconfiguration and export
errors degrade to disabled with a warning. When disabled, behavior and
performance are identical to before (no-op tracer, no goroutines, no
network).
Refs: #2767, #2758
Signed-off-by: yxxhero <aiopsclub@163.com>
* feat(telemetry): trace every external process + trace-context bridges (PR 2)
Implements the second increment of docs/proposals/otel-tracing.md (#2767):
- pkg/helmexec/span.go: one span per external process started by helmfile
(helm invocations, hooks, plugin execs) at the ShellRunner choke point —
helm.exec (with helm.subcommand) vs os.exec, with redacted exec.args,
exec.exit_code, and error status on failure
- pkg/helmexec/redact.go: shared argument redaction with two profiles;
legacy is byte-identical to the historical exit-error behavior (existing
goldens unchanged), strict (spans) additionally covers --set=k=v and
credential flags; exit_error.go now uses the shared helper
- orphan-trace bridges with bit-identical cancellation semantics
(context.WithoutCancel of the command context): both kubedog call sites
(state.go) and hook execution (event.Bus gains an optional Ctx consumed
by its default runner; state.go sets it, nil falls back to TODO as before)
- OTLP end-to-end test (in-process httptest receiver, no external
collector): span export, error status/exit code, redaction, and
parent-linkage to the command span
- docs/otel.md updated to the now-traced surface
Verified end-to-end with the console exporter: helmfile template on a
local chart yields the command span plus helm.exec spans for helm
version/dependency/template, all nested under it.
Refs: #2767
Signed-off-by: yxxhero <aiopsclub@163.com>
* feat(telemetry): state-loading and hook spans (PR 3a)
Implements the third increment of docs/proposals/otel-tracing.md (#2767):
- helmfile.discover_states around findDesiredStateFiles and helmfile.load
around loadDesiredStateFromYamlWithBaseDir; both cover all callers
(incl. nested helmfiles) with no signature changes
- helmfile.render / helmfile.parse children per document part, parented
through a traceCtx field on the unexported desiredStateLoader struct
(set once at its single construction site)
- helmfile.hook span per hook execution: Trigger's per-hook body extracted
into runHook (readability win on its own), the hook's subprocess span
nests under it via a per-hook ctx-swapped ShellRunner clone
(cancellation unchanged — Bus.Ctx never carries cancellation by contract)
- pkg/telemetry/otlptest: shared in-process OTLP/HTTP receiver harness,
now used by helmexec, event, and app span tests
- golden span-tree test at the app layer (root -> discover -> load ->
render/parse, via the exectest fake helm) and a hook-span nesting test
- nil-ctx guard for App literals built directly by tests (App.spanParentCtx)
Verified end-to-end with the console exporter: a template run over a
gotmpl state file with a prepare hook yields the full tree with the hook's
os.exec nested under helmfile.hook.
Refs: #2767
Signed-off-by: yxxhero <aiopsclub@163.com>
* feat(telemetry): per-release spans nested under the load span (PR 3b)
Implements the per-release increment of docs/proposals/otel-tracing.md
(#2767) — spans nest command -> load -> release -> helm exec:
- helmexec.HelmContext gains an optional Ctx carrying the per-release span
context; the execer's new execWithContext funnel consumes it via a
per-call runner clone (runnerWithCtx) so the shared, cached execer is
never mutated across concurrent workers. The seven Interface methods
that take a HelmContext (Sync/Diff/ReleaseStatus/List/DecryptSecret/
Delete/Test) route through it; nil Ctx behaves exactly as before.
exec() lost its always-nil override parameter on the way (unparam).
- pkg/state/span.go: SetTraceContext + startReleaseSpan/endReleaseSpan
helpers (release/namespace/chart/labels attributes, sorted for stable
output); a typed-nil guard (releaseErrAsError) avoids the classic
nil-pointer-in-interface trap on *ReleaseError.
- release spans in the worker loops: SyncReleases, DiffReleases,
DeleteReleasesForSync, PrepareCharts, and iterateOnReleases (status/
delete/test via a new verb parameter); their HelmContext is stamped with
the release span context where one is built.
- pkg/app sets st.SetTraceContext(loadCtx) right after loading a state
file, rooting all per-release spans under helmfile.load.
- bridged one more detached tracking call found on the way
(trackReleaseIfEnabled's context.Background in the sync worker).
- golden test: release span present, nested under load, correct
attributes; unit test for the runnerWithCtx clone semantics.
Verified with the console exporter: helmfile template yields
release.prepare(demo) under load with full attributes.
Refs: #2767
Signed-off-by: yxxhero <aiopsclub@163.com>
* feat(telemetry): nest status/delete/test execs under their release spans
Completes the per-release exec nesting for the iterateOnReleases-based
loops (docs/proposals/otel-tracing.md §4.4 phase 2): the do closures now
receive the release span context and stamp it into their HelmContext, so
helm status/delete/test subprocess spans nest under
helmfile.release.<verb> like sync/diff already did.
- scatterGatherReleases/iterateOnReleases/doWithReleaseSpan: do gains a
context parameter (the release span context)
- ReleaseStatuses/DeleteReleases/TestReleases closures stamp
HelmContext.Ctx from it
- integration test with a real execer (version-probe shim binary): the
release's status subprocess nests under helmfile.release.status, same
trace, with helm.subcommand=status
This also makes the otel.md claim ("upgrade, diff, delete, status, test
nested under the release span") fully accurate.
Refs: #2767
Signed-off-by: yxxhero <aiopsclub@163.com>
* feat(telemetry): OTel metrics — helm exec duration and release results (PR 4)
Implements the metrics increment of docs/proposals/otel-tracing.md
(#2767) on the same provider, switch, and resource as traces:
- pkg/telemetry/metrics.go: helmfile.helm.exec.duration histogram
(subcommand, success) and helmfile.release.count counter (verb,
result). Instruments come from the otel global meter, so recording at
call sites is branch-free no-op when telemetry is disabled.
- Setup builds the resource once and installs both providers; reader
selection delegates to autoexport (OTEL_METRICS_EXPORTER: otlp |
console | prometheus | none), the OTLP reader's interval honors
OTEL_METRIC_EXPORT_INTERVAL (read by the SDK). Shutdown flushes both
providers (errors.Join). StartCommandSpan now carries the meter
provider across state transitions (fixes a nil-shutdown panic).
- helmexec: finishExecSpan records exec duration for helm binaries;
state: endReleaseSpan counts release outcomes for sync/diff/delete/
status/test/prepare (diff counted as success when no hard error).
- otlptest: recorder routes by OTLP path (/v1/traces vs /v1/metrics)
and decodes metrics; new FindMetric helper.
- tests: metrics recorded as no-op when disabled, provider enabled with
the none exporter, degradation on an invalid metrics exporter, and an
integration assertion (status exec duration datapoint + one successful
release.count) in the shim-based state test.
Verified with the console exporter: helmfile template emits
helmfile.helm.exec.duration per subcommand (version/dependency/
template) and helmfile.release.count{verb=prepare,result=success}=1.
Refs: #2767
Signed-off-by: yxxhero <aiopsclub@163.com>
* docs: complete OTel documentation coverage
- docs/cli.md: --otel-tracing in the CLI reference help block (verbatim
from the cobra output)
- CHANGELOG.md: [Unreleased] Added entry for tracing + metrics
- docs/index.md: Observability highlight linking docs/otel.md
- docs/proposals/otel-tracing.md: add OTEL_METRICS_EXPORTER /
OTEL_METRIC_EXPORT_INTERVAL rows to the env-var table and note the
periodic reader + bounded metric cardinality in §7
Refs: #2767
Signed-off-by: yxxhero <aiopsclub@163.com>
* fix: drop unused id parameter from parsePart (unparam)
The id parameter was never used inside the span wrapper; the caller's id
variable is still used for the render calls and error messages.
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* fix(telemetry): address review — redaction gaps, kubedog valve, phantom metrics
Addresses all Copilot review comments on #2769:
Security (span payloads):
- exec.args: positional arguments are additionally passed through
helmexec.RedactedURL, so credentials embedded in chart/repository URLs
(AddRepo, RegistryLogin, OCI refs) are masked exactly like log output
- release spans sanitize helmfile.chart the same way
- error statuses no longer embed raw errors (which contain rendered
commands, arguments, and subprocess output): the command span, release
spans, hook spans, and exec spans now use generic descriptions; the
concrete exit code remains an attribute, and RecordError on the root
span is dropped
Correctness:
- kubedog safety valve restored: execWithContext now attaches the
per-release span into the runner's own context instead of replacing it,
so trackHandle.Cancel() can interrupt a wedged helm again and app
cancellation semantics stay exactly as before the PR
- diff release spans/metrics: real failures are recorded (exit code 2
"changes detected" still counts as success); previously every diff was
exported as successful
- skipped releases no longer emit phantom spans and inflate
helmfile.release.count: iterateOnReleases callers pass a skip predicate
(skipUndesired for status/test; delete deletes undesired releases and
passes nil)
- Setup shuts down the already-constructed tracer provider (bounded) when
the metrics provider fails, instead of abandoning its batch goroutine
Tests: URL redaction cases (masked/untouched), spanAttachedContext
preserves the runner cancellation chain while attaching the caller's
span, skipUndesired, and a failing-hook span asserting the generic
message.
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* fix: lint — restore nolint placement and avoid nil context literal
- the skipUndesired insertion had displaced the // nolint: unparam
directive off iterateOnReleases (helm param is intentionally unused
there); also fixes a skipDesired/skipUndesired comment typo
- use a typed nil in TestSpanAttachedContext (staticcheck SA1012)
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* fix(telemetry): address review round 2 — remote-ref redaction, wrapper helm binaries, hook release attribution
Addresses all 6 new review comments on #2769:
Security (remote references):
- new helmexec.RedactedRef sanitizes go-getter style references for
telemetry: forced-form prefixes (git::, s3::) preserved, whole URL
userinfo masked (usernames carry tokens too), credential-bearing query
parameters masked using pkg/remote's heuristic (token/password/secret/
key/signature). Applied to helmfile.file (command span), helmfile.path
(discover_states), helmfile.chart (release spans), and exec.args —
log-time RedactedURL is untouched so log output is unchanged
Correctness:
- wrapper helm binaries (--helm-binary custom names) are now classified
as helm operations by an explicit context marker stamped in the execer
funnel, instead of the executable-basename heuristic; the same
classification gates helmfile.helm.exec.duration, so the metric no
longer misses wrapper invocations (classifyExec)
- release-scoped hooks (presync/postsync/preuninstall/postuninstall/
cleanup in the sync/delete/diff workers) now attach their helmfile.hook
spans to the active helmfile.release.* span via a variadic parent on
the trigger functions; global hooks keep the command context and all
29 existing call sites compile unchanged; hook cancellation stays
detached (WithoutCancel) as before
- signal-terminated runs (Shutdown with exitCode 130/143 and nil error)
now mark the command span with error status, consistent with their
nonzero exit code
Tests: RedactedRef table (forced forms, userinfo, s3/token query params,
untouched cases), classifyExec marker case, hookTraceContext parent
attribution + non-cancellability + fallback.
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* fix(telemetry): address review round 3 — redaction corner cases, value runners
Addresses 5 of the 6 new review comments on #2769 (the sixth — an
unused strings import in exit_error.go — is a false positive: Indent
still uses strings.Split/Builder and the package compiles):
- RedactArgs read the previous token from the progressively redacted
output, so {--set, --set-string, secret} leaked the secret
(the masked value hid the following flag). Read the previous token
from the original input, restoring the legacy contract for adjacent
secret flags
- RedactedRef fails closed for malformed references: URL-like refs with
invalid percent escapes export a fully redacted value, and an
unparseable query is dropped entirely instead of exported verbatim
- ShellRunner has value receivers, so a ShellRunner VALUE satisfies the
Runner API; the helm marker stamping and the per-release span
attachment now handle both value and pointer forms (matching
WithContext), so value-runner callers keep release nesting and the
helm.exec classification/metric
Regression tests: adjacent secret flags (legacy + strict), malformed
URL-like ref, malformed query, value-runner marker + span attachment.
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* fix(telemetry): stamp the helm marker on the stdin funnel too
execStdIn (registry login, repo add) called the runner directly, so
wrapper --helm-binary names were misclassified as os.exec and omitted
from helmfile.helm.exec.duration on that path. The marking now goes
through a shared markHelmRunner helper (value and pointer ShellRunner
forms) used by both execution funnels.
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* fix(telemetry): redact helm's --kube-token in strict profile
Helm's global --kube-token carries a bearer token; both the
two-argument and inline forms are now masked in span exec.args
(legacy exit-error output is untouched, matching its historical
behavior).
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* fix(telemetry): OTel metrics best-practice alignment
- helmfile.helm.exec.duration now declares explicit bucket boundaries
tuned for seconds-scale helm invocations (5ms…600s); the SDK defaults
are millisecond-oriented and lumped every sub-5s invocation — the
common case — into the first bucket, defeating the histogram
- instruments are re-created under the installed provider with the
instrumentation scope version stamped (Setup-time, race-free)
- helmfile.release.count declares the {release} curly-annotation unit
per the metrics naming conventions
Tested end-to-end via the OTLP integration test: exported bounds are
the tuned set, units are asserted, and the scope carries the version.
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* feat(telemetry): per-release duration metrics behind an opt-in switch
New helmfile.release.duration histogram (seconds, same tuned buckets)
with bounded dimensions by default (verb, result). Setting
HELMFILE_OTEL_METRICS_PER_RELEASE=true adds helmfile.release and
helmfile.namespace, answering "which release is slow" from dashboards:
- well-suited to bounded CI runs; long-lived centralized collection
needs a backend capacity/TTL story (documented in docs/otel.md)
- per-release timing remains available in traces without the flag
- env read per call (release operations are low-frequency, and tests
toggle it)
endReleaseSpan now takes the release and the operation start time; the
five worker-loop call sites pass them (doWithReleaseSpan, SyncReleases,
DeleteReleasesForSync, PrepareCharts, DiffReleases).
Verified end-to-end with the console exporter (default dims vs
per-release) and OTLP integration tests pinning both modes.
Refs: #2767, #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* refactor(telemetry): maintainability pass over the runner/metric plumbing
- StartCommandSpan copies the tracingState struct instead of enumerating
fields by hand — that pattern dropped the meter provider once already
- the two value/pointer ShellRunner switches (helm marker, span
attachment) are unified into one withRunnerCtx helper; the duplication
caused two review rounds of value-form misses
- classifyExec derives the helm classification from the span name
(helmExecSpanName constant) instead of returning a third parallel bool
- metrics: shared outcomeAttrs for the verb/result dimensions, and the
bucket slice renamed to durationBuckets with a comment covering both
histograms that use it
No behavior change; full -race suite green, lint clean.
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* refactor(telemetry): consolidate test env lists, trace bridges, and hook prep; sync the design doc
Maintainability:
- HermeticEnvVars is now exported from pkg/telemetry (the owner of the
env surface) and used by both telemetry tests and otlptest — the two
copies had already drifted once (HELMFILE_OTEL_METRICS_PER_RELEASE
needed updating in both)
- kubedogTraceContext and hookTraceContext were the same concept written
twice; unified into traceOnlyContext(parent...) in span.go
Readability:
- runHook's nested kubectl rewrite extracted into prepareKubectlHook
with guard-clause structure
Accuracy (docs ↔ code, drifted over five review rounds):
- §4.4 now describes the implemented mechanism: the release span is
INJECTED into the runner's own context (preserving the kubedog safety
valve) rather than the runner context being replaced, and helm
classification is marker-based for wrapper binaries
- §5 exec span rows list the actual attributes incl. URL/query masking
- §6 strict profile documents RedactedRef, --kube-token, and the
adjacent-token guarantee
No behavior change; full -race suite green, lint clean.
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* refactor(telemetry): drop the dead noop state, relocate skipUndesired, sync user-facing accuracy
- tracingState.noop was dead weight in the enabled state and a
copy-surface in every transition; a single package-level
noopTracerProvider now backs Tracer while disabled
- skipUndesired moved next to doWithReleaseSpan in span.go, its only
conceptual home (span/metric suppression, not run plumbing)
- accuracy: the package doc, --otel-tracing flag help,
experimental-features entry, and CHANGELOG now all say tracing AND
metrics and list the third instrument (helmfile.release.duration with
the HELMFILE_OTEL_METRICS_PER_RELEASE opt-in) — these had drifted
when the metric was added; the PR description's metric table is
updated to match as well
No behavior change; full -race suite green (except the pre-existing
network-dependent TestStorage_resolveFile flake), lint clean.
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* refactor(telemetry): flatten Setup, name the prefix bound, dedupe test fake; fix instrument-count drift
Readability/maintainability:
- Setup drops from 56 to 39 lines: provider construction (including the
shutdown-tracer-on-meter-failure recovery) moves to newProviders in
exporter.go next to the constructors it composes
- refredact's magic 16 becomes maxForcedFormPrefix with a comment
- span_test's hand-rolled fakeRunner removed in favor of the existing
mockRunner (same package)
Accuracy:
- "Two instruments" wording survived in docs/otel.md and the design
proposal §7 after helmfile.release.duration was added; both now say
three and mention the per-release opt-in
No behavior change; full -race suite green (except the pre-existing
network flake), lint clean.
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
* refactor(telemetry): co-locate span machinery, drop a dead export, fix docs nits
- the span plumbing helpers (markHelmExec, withRunnerCtx,
markHelmRunner, spanAttachedContext) move from exec.go to span.go,
next to the marker type and classifiers they serve — exec.go keeps
only the funnel call sites
- otlptest.SpanNames was never used outside the package; unexported
- isHelmBinary's comment now states it is the FALLBACK classifier
(funnel invocations are marker-classified), replacing the outdated
"cosmetic distinction" framing from before the marker existed
- docs/otel.md: release-scoped hooks nest under their release span
(added in review round 2, never documented)
No behavior change; full -race suite green, lint clean.
Refs: #2769
Signed-off-by: yxxhero <aiopsclub@163.com>
---------
Signed-off-by: yxxhero <aiopsclub@163.com>
* Disable double-rendering in V1
We are going to force users to separate environments and releases sections in every helmfile.yaml in the [Helmfile V1](https://github.com/helmfile/helmfile/blob/main/docs/proposals/towards-1.0.md). The goal of separation was to make the helmfile.yaml rendering result not dependent on the double-rendering and therefore the feature should be safe to be turned off in V1.
Signed-off-by: Yusuke Kuoka <ykuoka@gmail.com>
* Fix helmfile template rendering error log for v1
Signed-off-by: Yusuke Kuoka <ykuoka@gmail.com>
* Add test for helmfile template debug log differences between v0 and v1 modes
Signed-off-by: Yusuke Kuoka <ykuoka@gmail.com>
* Fix helmfile template render debug log to not mention "first-pass" in v1 mode
Signed-off-by: Yusuke Kuoka <ykuoka@gmail.com>
Signed-off-by: Yusuke Kuoka <ykuoka@gmail.com>
Adds `--chart` flag for overriding the selected release's chart ad-hoc-ly like `helmfile --chart $CHART template`.
This is handy when e.g. you want to have an ArgoCD application per each release in your helmfile.yaml, while also providing the ability to customize the release's chart without touching helmfile.yaml.
See https://github.com/roboll/helmfile/issues/1690#issuecomment-812321354 for more context.
Closes#1690
This commit proposes a potential solution for
https://github.com/roboll/helmfile/issues/1201
The gist is that, if prestate rendering fails, for any reason,
we do not populate the .Values in the second pass renderer.
I think that what have been expected in this case is to populate the
.Values irregardless.
pkg/app/two_pass_renderer.go
- Migrated to use finalEnv.GetMergedValues()
pkg/environment/environment.go
- Introduced GetMergedValues, which merges the environment's defaults
and current values, and then casts the keys to string;
This was previously defined in HelmState.Values() - however, as this
method is only concerned with the environment, I think it's more
appropriate for it to sit here.
pkg/state/state_exec_tmpl.go
- Extracted out HelmState.Values() to environment.go, see above
* fix: Fix `needs` to work for upgrades and when selectors are provided
Fixes#919
* Add test framework for `helmfile apply`
* Various enhancements and fixes to the DAG support
- Make the order of upgrades/deletes more deterministic for testability
- Fix the test framework so that we can validate log outputs and errors
- Add more test cases for `helmfile apply`, along with bug fixes.
- Make sure it fails with an intuitive error when you have non-existent releases referenced from witin "needs"
This adds `values` to state files as proposed in #640.
```yaml
values:
- key1: val1
- defaults.yaml
environments:
default:
- values:
- environments/default.yaml
production:
- values:
- environments/production.yaml
```
`{{ .Valuese.key1 }}` evaluates to `val1` if and only if it is not overrode via the production or the default env, or command-line args.
Resolves#640
Seems like we are affected by https://github.com/golang/go/issues/24963. That is, even though we internally use the template option `missingkey=zero`, in some cases it still prints `<no value>` instead of zero values, which has been confusing the state yaml parsing.
This fixes the issue by naively replacing all the remaining occurrences of `<no value>` in the rendered text, while printing debug logs to ease debugging in the future when there is unexpected side-effects introduced by this native method.
Fixes#553
* feat: specify env values from the parent to the nested state
Adds the `helmfiles[].environment.values` that accepts a mix of file pathes and inline dictes:
```yaml
helmfiles:
- path: path/to/nested/helmfile.yaml
environment:
values:
- key1: val1
- values.yaml
```
The values files are loaded in the context of the parent state file. For example, in case the above state file is located at `/path/to/helmfile.yaml`,
`values.yaml` is located at `/path/to/values.yaml` instead of `/path/to/nested/values.yaml`.
Resolves#523
* fix: multiple "bases" declarations yields duplicate releases
Fixes#615
* fix regression in double-rendering with env value overrides
The latest commit broke any state files like the below to NOT pass env value overrides at all:
```
helmfiles:
- path: nested/state.yaml
environment:
values:
- overrides.yaml
```
This fixes the issue.
* Improve code organization
To make sure it is still readable after upcoming changes to helmfile
* feat: `helmfile deps` to update dependencies of all the local charts
Resolves#450
* feat: helmfile updates repos and build deps by default
But not update deps. Use `helmfile deps` to update deps, and provide `--skip-deps` to skip updating repos and builds deps in sync/diff/apply/template
Resolves#415
* Improve integration test coverage
yxxhero