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Pipeline Templates Spec

IMPORTANT: We are working on a simpler templating strategy, which we expect to release this year.

Pipeline Templates are a means for standardizing and distributing reusable Pipelines within a single application, different applications or even different Spinnaker deployments. They are the base abstraction of Pipelines and map very closely to the Pipeline JSON configuration format that the UI generates.

For usage information, please see ALPHA-GETTING-STARTED.md.

TOC

Taxonomy

  • Pipeline Template (template): An abstract, composable definition of a Spinnaker Pipeline
  • Pipeline Configuration (configuration): A variable-binding and user-facing configuration format that combines with a Pipeline Template to make it runnable.
  • Spinnaker Pipeline (pipeline): (what you see in the UI) a pipeline, represented internally by json, that can be run by orca.

Key Concepts

  • Pipeline Templates have two main components: Templates and Configurations. Templates can inherit and decorate parent templates. Configurations are concrete implementations of a Template.
  • Composability of Templates are done via Modules. Configurations can configure a module or entirely replace modules if they don't fit.
  • Configurations can inject new stages into the final pipeline graph and modify individual objects with JSONPath.
  • Templates can use Jinja expression syntax for better flow control.

Explained in Pictures

mpt-graphic

Template & Configuration Schemas

Templates and Configuration schemas feel pretty similar, but do have some important differences. Templates, on their own, cannot be executed as pipelines. Configurations bring the additional variable bindings and customization that make Templates executable.

You may notice that both Template and Configuration have a stanza named configuration: This represents the Pipeline Configuration view as seen in the UI. NOTE: This stanza, while defined in the spec, is not currently consumed by Spinnaker itself.

This section primarily gives explanations of Templates & Configurations. For actual reference schemas, please take a look at schemas/pipeline-templates-v1. For examples, please take a look at examples/pipeline-templates-v1.

Templates

schema: "1"
id: myTemplate
source: https://example.com/myParentTemplate.yml
protect: true
metadata:
  name: Default Bake & Tag
  description: A generic application bake & tag pipeline.
  owner: example@example.com
  scopes: [global]
variables: []
configuration:
  concurrentExecutions: {}
  triggers: []
  parameters: []
  notifications: []
  description: ""
stages: []
modules: []
partials: []
  • schema: A string value defining the version of the Template schema, which will increment in major versions only.
  • id: A globally unique identifier of the Template. This is used both by Templates and Configurations to reference a Template.
  • source: An optional field for defining the parent template to inherit from. If no value is assigned, the template is considered a root Template.
  • protect: A flag (defaults false) to control whether or not configurations can change or mutate the template's defined stage graph at plan/exec time. Side effects of template variables are not included in this protection.
  • metadata: A map of additional metadata used for rendering Templates in the UI. name, description and scopes are required.
    • scopes: A list of free-form strings used to group templates. For templates stored within Spinnaker, scopes have special meaning:
      • Users can query Spinnaker's API for templates that have a given scope or have a scope matching a given regex.
      • When configuring a pipeline template, Spinnaker's UI offers templates that have either global scope or {applicationName} scope.
  • variables: An explicit list of variables used by the template. Variables are flattened together when multiple templates are inherited.
  • configuration: A map of pipeline configurations. This is a 1-to-1 mapping of the pipeline configuration you'd see in the UI.
  • stages: A list of stages in the pipeline.
  • modules: A list of modules available to the pipeline.
  • partials: A list of reusable groups of stages that can be inserted into the pipeline.

Configurations

schema: "1"
pipeline:
  application: myApp
  name: My App Pipeline
  template:
    source: file://myTemplate.yml
  variables: {}
configuration:
  inherit: []
  triggers: []
  parameters: []
  notifications: []
  description: ""
stages: []
modules: []
partials: []
  • schema: A string value defining the version of the Configuration schema. This will likely be in lock-step with the Template schema version.
  • pipeline: Pipeline configuration, as well as template sourcing information. The variables field is a flat key/value map of concrete variable values that parent templates have defined.
    • template: A reference to the Template that the Configuration is applied against. See the Template Loaders section below for more information.
  • configuration: Pipeline configuration with a 1-1 mapping as you'd see in the Spinnaker UI. The inherit field is an explicit list of keys (e.g. triggers, parameters) that the configuration should inherit from parent templates. By default, configurations do not inherit any configurations.
  • stages: Any additional stages added to the pipeline graph.
  • modules: A list of modules available to the pipeline.
  • partials: A list of reusable groups of stages that can be inserted into the pipeline.

Template Loaders

Templates can be loaded from different sources, or URI schemes:

  • file:///path/to/my/template.yml
  • https://example.com/template.yml
  • spinnaker://template

The file scheme is offered mostly for running internal test harnesses, but it can be used in production as well. The path will resolve to whatever filesystem is associated to the server running orca.

The http and https schemes is useful if you want to store your templates in a separate service, or potentially link to a Gist. It's handy for getting started, development and easy sharing.

The spinnaker scheme references templates that have been saved into Spinnaker itself (depending on how you configure Front50: Redis, S3, GCS, etc). Generally speaking, this is the most resilient option. Templates are published into Spinnaker using the API.

When using the spinnaker scheme, it's recommended to namespace your template IDs, as they are globally unique, regardless of the scope you provide them while publishing.

Jinja Templating

Templates can use jinjava (Java implementation of Jinja) to offer greater productivity while creating and using templates. Jinja templating is only allowed in string values so that the JSON transport can always be valid. The results of Jinja templates can and often will result in non-string values (even object graphs).

For more information about what's possible with Jinja, and specifically jinjava:

Jinja is supported in the following areas:

  • Stage & module when stanzas
  • Module definition stanza (or any nested value inside)
  • Stage config stanza (or any nested value inside)
  • Stage name stanza
  • Template metadata values

Custom Tags & Filters

We're continually extending the Jinja implementation with new Tags and Filters.

  • frigga filter: Used to parse string values and return Frigga naming convention substrings. {{ "orca-main"|frigga('stack') }} == "main" }}
  • json filter: Output a value as a JSON object. {{ myVar|json }}
  • base64 filter: Output a value as a Base64 encoded string. {{ myVar|base64 }}

IMPORTANT: If your Jinja template is intended to return a list, map or object graph, you must ensure the output is valid YAML or JSON.

Variables

Variables are used during the Jinja template rendering phase to build up stages. They have optional hinted types and can be used within the Template they are defined in, or in child Templates and Configurations. They required a name, description and optionally type, defaultValue, group and example fields.

Dashes are not allowed in variable names.

The type field accepts:

  • string
  • int
  • float
  • boolean
  • list
  • object (default)
variables:
- name: regions
  description: A list of AWS regions to deploy into. Markdown supported.
  type: list
  defaultValue:
  - us-east-1
  - us-west-2
  group: Deployment
  example: |
    Free-form text. Typical usage would be for object variable types where the
    format could be in-obvious.

Stages

A Stage is directly analogous to a Pipeline Stage in the UI. It is defined by a minimum of id, type and config.

Optional fields include dependsOn, inject and when, which are used for graph mutation (which we'll address later)

stages:
- id: myBakeStage
  dependsOn: 
  - myParentStage
  inject: SEE_INJECTED_DOCS_BELOW
  name: My fancy bake stage name
  type: bake
  config:
    package: foo
    executionOptions:
      onStageFailure: haltEntirePipeline
      # ...
    notifications: []
    comments: ""
  when:
  - "{{ appSupportsBake == 'myAppName' }}

The config map is a 1-for-1 mapping of the stage type configuration that you would see looking at a stage in a Pipeline's JSON configuration.

Dependencies

To create a Pipeline consisting of a series of Stages, the stage definition has the concept of dependsOn, which takes a list of stage IDs: These are direct parents of the stage. For more advanced control, the inject stanza is offered, which will be covered later. In most cases, dependsOn is all you'll need to perform standard branch fork and join operations.

Conditional Stages

Configuring a Pipeline via the UI, you can conditionally execute stages based on runtime information. With Pipeline Templates, you can conditionally include or exclude entire branches of stages before the Pipeline is executed.

The when stanza takes a list of Jinja expressions that are evaluated together as AND statements. These expressions must evaluate to a boolean value.

If a Stage is conditionally excluded, the stage graph will automatically be recalculated.

stages:
- id: one
  type: wait
  config: {}
  when:
  - "{{ true }}"
- id: two
  dependsOn:
  - one
  type: wait
  config: {}
  when:
  - "{{ false }}"
- id: three
  dependsOn:
  - two
  type: wait
  config: {}

## rendered to...

stages:
- id: one
  type: wait
  config: {}
  when:
  - "{{ true }}"
- id: three
  dependsOn:
  - one
  type: wait
  config: {}

Conditional stages are supported within Partials as well.

Modules

Modules are used to represent common functionality within stages, like stage configuration.

Modules can be referenced by each other, the Template they are defined in, child Templates and Configurations. Furthermore, they can be replaced by child Templates and Configurations as well.

Modules, combined with Jinja templating, can be powerful for looping over common template blocks, as well as swapping out cloud provider functionality or conditionally including certain configuration options defined from a common parent Template.

At minimum, a module must have an id, usage and definition. Optionally, variables can be defined. Note, while modules can directly reference variables defined by the Template, any variables defined by the module will be strictly scoped to the Module only.

# Template snippet
id: myExampleTemplate
metadata:
  name: myExampleTemplate
  description: Modules example template
  owner: example@example.com
  scopes: [global]
variables:
- name: regions
  description: A list of AWS regions to deploy into
  type: list
stages:
- id: deploy
  type: deploy
  config:
    clusters: |
      {% for region in regions %}
      - {% module deployClusterAws region=region %}
      {% endfor %}

modules:
- id: deployClusterAws
  usage: Defines a deploy stage cluster using the AWS cloud provider
  variables:
  - name: region
    description: The AWS region to deploy into
  definition:
    provider: aws
    account: myAccount
    region: "{{ region }}"

Modules may be used anywhere Jinja expressions are supported, and can output as little or as much data as necessary. Combined with configuration-level module overriding, this offers a considerable amount of options for extensibility.

Partials

DRAFT: This feature is either not yet implemented, or currently under test.

For cases where you need to reuse entire parts of a Template's stage graph, such as a group of stages, Partials exist. This behaves similarly to Modules, but rather than templating a the configuration of a single stage, you can template groups of stages together.

The goal of Partials is primarily to replace using Child Pipelines, which teams often use to reuse common logic. The issue in using Child Pipelines is restart functionality can be at the incorrect granularity and is often slow. More importantly, however, is correlation of a Child Pipeline's execution is difficult to visualize within the Pipelines UI.

Partials are a root-level element in the Template, and like modules, can be accessed or replaced by children Templates.

A Partial has the required fields id, usage and stages, with an optional field of variables. Just like Modules, a Partial will inherit all variables of the Template, but variables defined within a Partial will be locally-scoped.

Once defined, a Partial is referenced within a Template's Stage list similar to how a normal Stage would be, except with a special type partial. The type value takes a format of partial.PARTIAL_ID, so for example, if a partial exists with the ID myPartial, the type value would be partial.myPartial.

The config value would be setting the variable bindings of the Partial, and like any Stage config stanza, supports full Jinja expressions.

An example, where a Template needs to support building and publishing an artifact targeted at different web browsers using Jenkins jobs.

schema: '1'
id: partialsExampleTemplate
stages:
- id: firstWait
  type: wait
  config:
    waitTime: 5
- id: buildChrome
  type: partial.buildBrowser
  dependsOn:
  - firstWait
  config:
    target: chrome
- id: finalWait
  type: wait
  dependsOn:
  - buildChrome
  config:
    waitTime: 5

partials:
- id: buildBrowser
  usage: Builds the pipeline artifact targeting the a specified browser.
  variables:
  - name: target
    description: The target browser to build for
  stages:
  - id: buildTarget
    type: jenkins
    name: Build {{ target }}
    config:
      # etc...
  - id: publishTarget
    type: jenkins
    name: Publish {{ target }}
    dependsOn:
    - buildTarget
    config:
      # etc ...

The resultant Pipeline would look sort of like so:

schema: '1'
id: partialsExampleTemplate
stages:
- id: firstWait
  type: wait
  config:
    waitTime: 5
- id: buildChrome.buildTarget
  type: jenkins
  dependsOn:
  - wait
  config:
    # blah
- id: buildChrome.publishTarget
  type: jenkins
  dependsOn:
  - buildChrome.buildTarget
  config:
    # blah
- id: finalWait
  type: wait
  dependsOn:
  - buildChrome.publishTarget
  config:
    waitTime: 5

A couple key things to note here:

  1. The resultant stage graph namespaces stage IDs generated by the Partial by {{ partialId }}.{{ internalPartialStageId }}. This ensures that the stage names can be uniquely referenced by injections and so-on.
  2. The resultant stage graph will correctly resolve child stage dependsOn dependencies. Note that the stage finalWait stage only depends on buildChrome.publishTarget, rather than every stage defined by the Partial.

Injection

A child Template or Configuration can make mutations to the Pipeline stage graph defined by parent Templates. Injecting a Stage will cause the stage graph to be automatically recalculated.

You should consider injection an advanced option where standard dependsOn is not sufficient.

# "inject after target" behavior
Target --> 1..* Children
Target --> Injected --> 1..* Children

# Config: Single-stage injection
pipeline:
  template:
    # This template defines a pipeline "bake" -> "deploy" (these are ids,
    # as well as the stage type).
    source: spinnaker://myPipelineTemplate
stages:
# We want to add a manualJudgement stage to propagate authentication
- id: manualJudgment
  type: manualJudgment
  inject:
    before:
    - deploy
  config:
    propagateAuthentication: true
    notifications:
    - type: slack
      address: spinnaker
      message:
        manualJudgmentContinue:
          text: "judgment delivered"
      when:
      - manualJudgment

In the above example, manualJudgment will be injected into the graph before the deploy stage.

The available hooks for injection are:

  • before: List of stage IDs.
  • after: List of stage IDs.
  • first: Boolean.
  • last: Boolean.

Inheritance Control

This feature is not fully supported and is not recommended.

In some rare cases, you want to inherit a Stage, but need to make limited, un-templated changes to it. Stages support the inclusion of an inheritanceControl stanza which allows for more powerful expressions in modifying nested list elements or maps. Inheritance control has three different control methods, all of which require a path selector. The path selector uses JSONPath.

  • merge: Merge maps together or append to lists.
  • replace: Replace an object with a new object at a path.
  • remove: Removes an object from the path.

In the following example, the Template defines a deploy stage that assumes a collection of "paved road" ports on a load balancer. The application you're building pipelines for fits this template perfectly, but you just need to modify the listeners.

This is a very advanced feature. If you find yourself having to use this pattern often, you should strongly consider if you can approach the templating problems you have differently.

# Template
id: myTemplate
stages:
- id: deploy
  type: deploy
  config:
    clusters:
    - provider: aws
      loadBalancers:
      - instancePort: 80
        instanceProtocol: "http"
        lbPort: 80
        lbProtocol: "http"
      - instancePort: 8443
        instanceProtocol: "https"
        lbPort: 8443
        lbProtocol: "https"
# Configuration
stages:
- id: deploy
  type: deploy
  inheritanceControl:
    merge:
    - path: $.clusters[?(@.provider==aws)].loadBalancers
      value:
        instancePort: 9000
        instanceProtocol: http
        lbPort: 9000
        lbProtocol: http
    replace:
    - path: $.clusters[?(@.provider==aws)].loadBalancers[?(@.instancePort==80)]
      value:
        instancePort: 8080
        instanceProtocol: http
        lbPort: 80
        lbProtocol: http
    remove:
    - path: $.clusters[?(@.provider==aws)].loadBalancers[?(@.instancePort==8443)]

The result would become:

# Template
id: myTemplate
stages:
- id: deploy
  type: deploy
  config:
    clusters:
    - provider: aws
      loadBalancers:
      - instancePort: 8080
        instanceProtocol: http
        lbPort: 80
        lbProtocol: http
      - instancePort: 9000
        instanceProtocol: http
        lbPort: 9000
        lbProtocol: http

FAQ

Q. Why YAML?

We feel that YAML is much easier to write and grok for humans, while being easy to convert to JSON, Spinnaker's internal pipeline storage format. Since these files are intended to be version-controlled alongside your code, we felt it necessary to choose a format that was more human-first leaning.

Q. What are the differences between Template Variables and Pipline Parameters?

One potential confusing part about Pipeline Templates are the differences between Variables and Parameters. Variables are a concept for Pipeline Templates only and are not available at pipeline execution runtime, as they're only used during Jinja templating.

Variables are can be used to help build stages and modify the stage graph prior to execution.

Parameters are variables that are made available for execution runtime. These are the values that are available via the Configuration UI, and are presented when manually executing a Pipeline.