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Add Branching Same Cluster Docs - #1042

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Add Branching Same Cluster Docs#1042
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@anisurrahman75 anisurrahman75 commented Aug 6, 2026

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Summary by CodeRabbit

  • New Features
    • Added comprehensive PostgreSQL branching documentation for overview, concepts, customization, same-cluster, and cross-cluster workflows.
    • Added examples for high-availability databases, scheduled refreshes, cross-namespace targets, snapshot classes, credential resets, post-actions, and cleanup policies.
    • Added sample PostgreSQL configurations for standard and highly available deployments.
  • Documentation
    • Included prerequisites, lifecycle details, troubleshooting, verification steps, status inspection, storage configuration, deletion policies, cleanup instructions, and cross-cluster operational guidance.

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⚠️ GitGuardian has uncovered 1 secret following the scan of your pull request.

Please consider investigating the findings and remediating the incidents. Failure to do so may lead to compromising the associated services or software components.

🔎 Detected hardcoded secret in your pull request
GitGuardian id GitGuardian status Secret Commit Filename
35844849 Triggered PostgreSQL Credentials 2d047f9 docs/guides/postgres/branch/customization/index.md View secret
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  4. If possible, rewrite git history. Rewriting git history is not a trivial act. You might completely break other contributing developers' workflow and you risk accidentally deleting legitimate data.

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📝 Walkthrough

Walkthrough

Added PostgreSQL Branching documentation for the Branch resource, same-cluster workflows, customization options, cross-cluster operation, lifecycle behavior, snapshot requirements, cleanup policies, and example manifests.

Changes

PostgreSQL Branching

Layer / File(s) Summary
Branch resource reference
docs/guides/postgres/concepts/branch.md
Documents Branch configuration, lifecycle phases, refresh behavior, snapshot settings, deletion policies, status fields, and owned resources.
Branching overview
docs/guides/postgres/branch/_index.md, docs/guides/postgres/branch/overview/index.md
Adds navigation metadata and documents branching workflow, configuration inheritance, lifecycle reporting, requirements, failure handling, and related workflows.
Same-cluster branching workflow
docs/guides/postgres/branch/same-cluster/...
Documents CSI snapshot setup, source deployment, branch creation, status verification, data isolation, and Delete or Orphan cleanup behavior.
Branch customization workflows
docs/guides/postgres/branch/customization/...
Documents credential reset, post-actions, scheduled refreshes, cross-namespace targets, HA branching, snapshot class selection, troubleshooting, and example manifests.
Cross-cluster branching workflow
docs/guides/postgres/branch/cross-cluster/index.md
Documents OCM architecture, resource delivery, target-cluster provisioning, refresh, deletion, status propagation, prerequisites, and limitations.

Estimated code review effort: 3 (Moderate) | ~25 minutes

Merge Risk: 🟡 Moderate · up to 54483

The documentation currently includes examples and compatibility guidance that may fail when followed, including mismatched storage backends and release claims that do not support the documented fields. Additional open explanations may also mislead users about certificates, refresh timestamps, copy-on-write behavior, retained resources, snapshot output, and refresh Jobs, so these issues should be corrected or explicitly accepted before merging.

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly describes the primary objective of adding PostgreSQL same-cluster branching documentation.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check. Docstring coverage is scoped to functions touched by this diff. Analyzed 0 functions across 0 files. (5 skipped: 5 unsupported.)
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch branching

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Actionable comments posted: 10

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/guides/postgres/branch/customization/examples/dev-branch-vsc.yaml`:
- Around line 7-17: Update the volumeSnapshotClassName in the customization
example to use a snapshot class backed by the same CSI driver as the gp3
storageClassName, or change the source and target storage classes consistently
to TopoLVM if that is the intended guide scenario.

In `@docs/guides/postgres/branch/customization/index.md`:
- Around line 357-358: Update the row-count example near the kubectl psql
command so its expected value is independent of the earlier source insert: use
1001, unless this section explicitly adds that mutation as a prerequisite. Keep
the surrounding customization steps unchanged.
- Line 14: Update the introductory link in the documentation to replace the
generic “here” text with descriptive text identifying the KubeDB getting-started
or README destination, while preserving the existing link target.

In `@docs/guides/postgres/branch/overview/index.md`:
- Line 14: Replace the non-descriptive “here” link text with “the KubeDB setup
guide” at docs/guides/postgres/branch/overview/index.md:14,
docs/guides/postgres/branch/same-cluster/index.md:14, and
docs/guides/postgres/branch/same-cluster/index.md:30, preserving the existing
destination URL.
- Around line 62-63: Correct the inheritance wording in
docs/guides/postgres/branch/overview/index.md lines 62-63 by stating that source
fields are inherited by default, with overrides from spec.target plus
spec.configSecret, spec.resetRootPassword, and spec.postActions. Update
docs/guides/postgres/branch/same-cluster/index.md lines 225-231 to replace
“Everything else” with the same default-inheritance and exception wording; both
sites require documentation changes.

In `@docs/guides/postgres/branch/same-cluster/index.md`:
- Around line 441-469: The teardown verification uses resources not created by
this walkthrough. Update the deletion command and all subsequent resource checks
to consistently reference the demonstrated dev-branch and dev-postgres
resources, including the PVC, Secret, Job, and VolumeSnapshot checks, and remove
the post-action Job check unless the walkthrough creates it.
- Around line 475-476: Correct the sample outputs in the branch same-cluster
guide: the initial source count remains 1000, the source-only insert makes the
source 1001, and dev-branch-keep created afterward must also start at 1001.
Update the outputs at both referenced command examples consistently, or add the
missing insert only if the documented workflow requires a 1002 count.
- Around line 31-33: Update the manual Branch CRD installation command in the
guide to reference the CRD file from the installed KubeDB release or its
matching version tag instead of refs/heads/master, keeping the command
compatible with the release installed earlier in the guide.

In `@docs/guides/postgres/concepts/branch.md`:
- Line 13: Update the introductory link text in the “New to KubeDB?” sentence to
describe its destination instead of using the generic “here” label, while
preserving the existing /docs/README.md target.
- Around line 118-121: Update the issuerRef documentation in the branch concepts
guide to distinguish cert-manager scope accurately: an Issuer must exist in the
target namespace, while a ClusterIssuer is cluster-scoped and is not
namespace-bound. Preserve the existing behavior details about fresh
certificates, TLS-enabled sources, and when issuerRef is ignored.
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Reviewing files that changed from the base of the PR and between 48fffbf and 9f36cd2.

⛔ Files ignored due to path filters (1)
  • docs/guides/postgres/branch/overview/images/branch_overview.svg is excluded by !**/*.svg
📒 Files selected for processing (14)
  • docs/guides/postgres/branch/_index.md
  • docs/guides/postgres/branch/customization/examples/dev-branch-ha.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-masked.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-refresh.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-vsc.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-xns.yaml
  • docs/guides/postgres/branch/customization/examples/sample-postgres-ha.yaml
  • docs/guides/postgres/branch/customization/index.md
  • docs/guides/postgres/branch/overview/index.md
  • docs/guides/postgres/branch/same-cluster/examples/dev-branch-keep.yaml
  • docs/guides/postgres/branch/same-cluster/examples/dev-branch.yaml
  • docs/guides/postgres/branch/same-cluster/examples/sample-postgres.yaml
  • docs/guides/postgres/branch/same-cluster/index.md
  • docs/guides/postgres/concepts/branch.md

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Visit the preview URL for this PR (updated for commit abc2294):

https://kubedb-v2-hugo--pr1042-branching-x0i289w0.web.app

(expires Tue, 01 Sep 2026 06:39:24 GMT)

🔥 via Firebase Hosting GitHub Action 🌎

Sign: 0f29ae8ae0bd54a99bf2b223b6833be47acd5943

@anisurrahman75

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Pushed 8369c334 addressing the review. Summary of what changed and what I did not take.

Applied

  • Switched every example from gp3 to topolvm-provisioner-thin, so the StorageClass, the VolumeSnapshotClass and the CSI driver are one consistent chain. gp3 was an EKS-era fixture name aliased onto TopoLVM on the test cluster, which is exactly the mismatch flagged on dev-branch-vsc.yaml. All command output was re-captured from a full re-run on the new class.
  • Delete-policy section: it tore down dev-branch-masked, which had moved to the customization page, so the commands returned NotFound. Rewritten against dev-branch.
  • Row counts: corrected 10021001 in the walkthrough. The extra row came from the refresh section, which also moved pages.
  • Cross-namespace count: here the number was right and the claim was wrong — the sections do run in sequence, so 1002 is what you actually get. Fixed the "each section is independent" wording instead of the output, and stated the running row count up front.
  • Inheritance contract: resetRootPassword and postActions are now listed alongside spec.target as things that change the inherited spec, in both the overview and the walkthrough.
  • issuerRef: split into Issuer (namespace-scoped, must be in the target namespace) and ClusterIssuer (cluster-scoped).

Not applied, with reasons

  • Pin the manual Branch CRD to the installed release — I implemented this against v0.66.0 and then checked what that tag contains. Neither v0.65.0 nor v0.66.0 has postActions; both still carry the pre-rename Massaging phase. Only master has the schema these docs describe, so pinning would install a CRD that rejects the customization guide's own manifests. Kept master and added a kubectl explain branch.spec.postActions check so a reader with a stale CRD finds out immediately.
  • Descriptive link text (MD059) ×3> New to KubeDB? Please start [here](/docs/README.md). appears in 1,163 files in this repo; exactly one uses descriptive text. Changing three branch pages would make them the outlier rather than fixing a convention.

Also found while re-checking (not in the review): post-action Jobs are labelled courier.kubedb.com/branch, not app.kubernetes.io/instance, so a troubleshooting selector matched nothing.

@coderabbitai full review

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coderabbitai Bot commented Aug 6, 2026

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@anisurrahman75 I will perform a full review of PR #1042. I will verify the updated examples, command output, schema guidance, and troubleshooting selectors.


✏️ Learnings added
Learnt from: anisurrahman75
URL: https://github.com/kubedb/docs/pull/1042

Timestamp: 2026-08-06T11:20:34.250Z
Learning: For the PostgreSQL Branch documentation in `docs/guides/postgres/branch/`, the Branch schema that supports `spec.postActions` exists on `master`; KubeDB releases `v0.65.0` and `v0.66.0` do not support `postActions` and use the pre-rename `Massaging` phase. Do not recommend pinning the manual Branch CRD to these releases when the documentation uses `spec.postActions`.

Learnt from: anisurrahman75
URL: https://github.com/kubedb/docs/pull/1042

Timestamp: 2026-08-06T11:20:34.250Z
Learning: In KubeDB PostgreSQL Branch troubleshooting documentation, post-action Jobs use the label `courier.kubedb.com/branch`, not `app.kubernetes.io/instance`. Use `courier.kubedb.com/branch` in selectors for these Jobs.

Note: Learnings are effective only in the context of similar code segments. To apply general coding guidelines, please configure review instructions. You can manage existing learnings in the app.

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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/guides/postgres/branch/same-cluster/index.md`:
- Around line 40-46: Update the kubectl explain command in the documentation
snippet to run without piping through head, so the output confirms whether
branch.spec.postActions exists and failures are not masked. Keep the surrounding
CRD guidance unchanged.
- Around line 464-492: Update the teardown walkthrough around kubectl delete
branch so it explicitly waits for asynchronous Courier reconciliation and
finalizer cleanup before showing the target Postgres, Secret, PVC, and
VolumeSnapshot deletion results. Also update the dev-branch-keep section at
docs/guides/postgres/branch/same-cluster/index.md:507-520 to wait for branch
readiness before capturing the UID, then wait for orphan reconciliation before
showing ownership metadata removal.
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  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

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📒 Files selected for processing (13)
  • docs/guides/postgres/branch/customization/examples/dev-branch-ha.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-masked.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-refresh.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-vsc.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-xns.yaml
  • docs/guides/postgres/branch/customization/examples/sample-postgres-ha.yaml
  • docs/guides/postgres/branch/customization/index.md
  • docs/guides/postgres/branch/overview/index.md
  • docs/guides/postgres/branch/same-cluster/examples/dev-branch-keep.yaml
  • docs/guides/postgres/branch/same-cluster/examples/dev-branch.yaml
  • docs/guides/postgres/branch/same-cluster/examples/sample-postgres.yaml
  • docs/guides/postgres/branch/same-cluster/index.md
  • docs/guides/postgres/concepts/branch.md
🚧 Files skipped from review as they are similar to previous changes (8)
  • docs/guides/postgres/branch/customization/examples/dev-branch-refresh.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-masked.yaml
  • docs/guides/postgres/branch/customization/examples/sample-postgres-ha.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-vsc.yaml
  • docs/guides/postgres/branch/same-cluster/examples/dev-branch.yaml
  • docs/guides/postgres/branch/customization/index.md
  • docs/guides/postgres/branch/overview/index.md
  • docs/guides/postgres/concepts/branch.md

Comment thread docs/guides/postgres/branch/same-cluster/index.md
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Actionable comments posted: 4

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/guides/postgres/branch/customization/index.md`:
- Line 268: Update the command examples around the kubectl snippets and the
corresponding sections near the other affected locations so Markdown command
fences comply with MD014: remove the leading “$” prompt from commands, or place
each command and its output together in one code fence. For the snippet with no
output, remove the unnecessary command fence or adjust it to contain only the
command without a prompt.
- Line 471: Add the topolvm-vsc-explicit VolumeSnapshotClass prerequisite to
docs/guides/postgres/branch/customization/index.md before applying the example,
and document the same prerequisite for
docs/guides/postgres/branch/customization/examples/dev-branch-vsc.yaml at line
7. Ensure the guide also accounts for the hard-coded topolvm-provisioner-thin
storage class required by the Branch example.

In `@docs/guides/postgres/concepts/branch.md`:
- Line 55: Align the manifest’s storage resources by updating storageClassName
and volumeSnapshotClassName to a matching CSI chain. Prefer the documented
TopoLVM pair, including topolvm-provisioner-thin and its corresponding snapshot
class, and apply the same change to both occurrences.
- Around line 210-211: Update docs/guides/postgres/concepts/branch.md lines
210-211 to describe status.resources as the references tracked in that field,
moving target, snapshot, and deletion-policy behavior into the policy-specific
text. Update docs/guides/postgres/branch/overview/index.md line 123 to include
the optional configSecret entry in the resource list.
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⛔ Files ignored due to path filters (1)
  • docs/guides/postgres/branch/overview/images/branch_overview.svg is excluded by !**/*.svg
📒 Files selected for processing (14)
  • docs/guides/postgres/branch/_index.md
  • docs/guides/postgres/branch/customization/examples/dev-branch-ha.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-masked.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-refresh.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-vsc.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-xns.yaml
  • docs/guides/postgres/branch/customization/examples/sample-postgres-ha.yaml
  • docs/guides/postgres/branch/customization/index.md
  • docs/guides/postgres/branch/overview/index.md
  • docs/guides/postgres/branch/same-cluster/examples/dev-branch-keep.yaml
  • docs/guides/postgres/branch/same-cluster/examples/dev-branch.yaml
  • docs/guides/postgres/branch/same-cluster/examples/sample-postgres.yaml
  • docs/guides/postgres/branch/same-cluster/index.md
  • docs/guides/postgres/concepts/branch.md

Comment thread docs/guides/postgres/branch/customization/index.md
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@anisurrahman75

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Addressed the two follow-up CodeRabbit findings in ec83e66:

  • Removed the head pipeline from kubectl explain branch.spec.postActions; the live cluster verifies the command prints FIELD: postActions <[]Object>.
  • Made deletion flow explicit with --wait=false followed by kubectl wait --for=delete; the Orphan path also waits for Ready before recording the target UID.

Validation: live CRD check, kubectl wait syntax check, all same-cluster example manifests parse with client-side dry-run, balanced Markdown fences, and git diff --check.

@coderabbitai full review

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@anisurrahman75 I will perform a full review of PR #1042. I will verify the updated schema check, deletion flows, and documented command output.

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Actionable comments posted: 6

♻️ Duplicate comments (1)
docs/guides/postgres/concepts/branch.md (1)

55-55: 🗄️ Data Integrity & Integration | 🟠 Major

Use a matching StorageClass and VolumeSnapshotClass.

This example uses gp3 for spec.target.storageClassName and topolvm-vsc-explicit for spec.volumeSnapshotClassName. The same-cluster guide identifies topolvm-vsc-explicit as a TopoLVM class. A snapshot can be restored only by the CSI driver that created it. Use a matching pair.

Proposed alignment
-    storageClassName: gp3
+    storageClassName: topolvm-provisioner-thin

Also applies to: 86-86

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/guides/postgres/concepts/branch.md` at line 55, Align the example’s
storage classes so spec.target.storageClassName and spec.volumeSnapshotClassName
use a matching CSI driver pair; update both occurrences of the current gp3 value
consistently with the corresponding VolumeSnapshotClass.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/guides/postgres/branch/customization/examples/dev-branch-masked.yaml`:
- Around line 40-42: Update the customization example around the customer UPDATE
so it either masks full_name along with email and phone, or narrows the
accompanying anonymization wording and verification output to only the fields
actually changed. Ensure the documented result does not imply that unchanged
personal-data columns are protected.

In `@docs/guides/postgres/branch/customization/index.md`:
- Line 514: Update the post-action troubleshooting guidance in the Branch
failure row to account for the 600-second ttlSecondsAfterFinished retention
window, or remove that setting from the debugging example so failed Job logs
remain available for investigation.
- Around line 525-527: Update the cleanup commands in the tutorial to delete
only the named Branch resources created by this section, including
dev-branch-masked, dev-branch-refresh, dev-branch-xns, dev-branch-ha, and
dev-branch-vsc, instead of using --all. Remove ns dev only when it is
tutorial-created, and replace any immediate delete --wait=false cleanup with a
delete followed by kubectl wait --for=delete.
- Around line 228-236: Add validated kubectl wait --for=condition=Ready steps
after applying resources and before dependent commands in the refresh,
cross-namespace, VolumeSnapshotClass, and HA examples. In the HA flow, wait for
sample-postgres-ha to become Ready before applying dev-branch-ha, while
preserving the existing command order and resource references.

In `@docs/guides/postgres/branch/same-cluster/index.md`:
- Line 410: Revise the verification statement near the walkthrough’s 1,000-row
query to claim only that all 1,000 rows are present on the branch. Remove the
“byte-for-byte” and exact source-state identity assertion, reflecting that the
source remains writable during snapshot creation.

In `@docs/guides/postgres/concepts/branch.md`:
- Around line 19-23: Update the Branch overview to describe restoring volumes
from snapshots rather than universally cloning them copy-on-write. Qualify the
near-instant provisioning and low additional storage benefits as dependent on
the CSI driver supporting copy-on-write restores, while preserving the
declarative branching workflow.

---

Duplicate comments:
In `@docs/guides/postgres/concepts/branch.md`:
- Line 55: Align the example’s storage classes so spec.target.storageClassName
and spec.volumeSnapshotClassName use a matching CSI driver pair; update both
occurrences of the current gp3 value consistently with the corresponding
VolumeSnapshotClass.
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  • Create a new PR with the fixes

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⛔ Files ignored due to path filters (1)
  • docs/guides/postgres/branch/overview/images/branch_overview.svg is excluded by !**/*.svg
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  • docs/guides/postgres/branch/_index.md
  • docs/guides/postgres/branch/customization/examples/dev-branch-ha.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-masked.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-refresh.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-vsc.yaml
  • docs/guides/postgres/branch/customization/examples/dev-branch-xns.yaml
  • docs/guides/postgres/branch/customization/examples/sample-postgres-ha.yaml
  • docs/guides/postgres/branch/customization/index.md
  • docs/guides/postgres/branch/overview/index.md
  • docs/guides/postgres/branch/same-cluster/examples/dev-branch-keep.yaml
  • docs/guides/postgres/branch/same-cluster/examples/dev-branch.yaml
  • docs/guides/postgres/branch/same-cluster/examples/sample-postgres.yaml
  • docs/guides/postgres/branch/same-cluster/index.md
  • docs/guides/postgres/concepts/branch.md

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tamalsaha added a commit that referenced this pull request Aug 24, 2026
- Qualify the copy-on-write claim in the Branch concept doc: restores depend
  on the CSI driver supporting copy-on-write, not guaranteed universally.
- Align the concept doc's example storageClassName with its
  volumeSnapshotClassName (topolvm-provisioner-thin instead of gp3).
- Describe status.resources as references, moving teardown behavior into the
  policy-specific text (only Delete removes everything; Orphan keeps
  authSecret/clonedPVCs). Add the missing configSecret entry to the overview
  page's resource list.
- Also mask full_name in the post-action anonymization example, so the
  "anonymized" claim and its verification output do not leave an
  unredacted personal-data column in view.
- Add kubectl wait --for=condition=Ready steps after each branch/database
  apply in the refresh, cross-namespace, HA, and VolumeSnapshotClass
  examples, before commands that depend on readiness.
- Scope the customization guide's cleanup to the branches it actually
  created, instead of `branch --all`, so it cannot sweep up an unrelated
  branch left in the same demo namespace by another walkthrough.
- Drop the "byte-for-byte" wording from the same-cluster walkthrough's
  verification step: the source stays writable during the snapshot, so only
  row presence is actually being proven.

Signed-off-by: Tamal Saha <tamal@appscode.com>
Comment thread docs/guides/postgres/branch/customization/index.md Outdated
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Pushed 3c34301 addressing the remaining review findings.

Applied

  • Copy-on-write wording in the Branch concept doc: now describes restoring volumes from snapshots, with near-instant/low-storage behavior qualified as CSI-driver-dependent (matches the overview page's existing phrasing).
  • Aligned the concept doc's example storageClassName with its volumeSnapshotClassName (topolvm-provisioner-thin instead of gp3).
  • status.resources: now described as references, with teardown behavior pointed at spec.deletionPolicy (which already correctly distinguishes Delete vs Orphan) instead of a blanket "exactly what teardown removes" claim. Added the missing configSecret entry to the overview page's resource list.
  • Post-action masking example: also masks full_name, so the "anonymized" claim and its verification output no longer leave an unredacted personal-data column in view.
  • Added kubectl wait --for=condition=Ready after each apply in the refresh, cross-namespace, HA, and VolumeSnapshotClass examples, before the commands that depend on readiness.
  • Customization guide cleanup now deletes the five branches it created by name instead of branch --all, so it can't sweep up an unrelated branch left in the same demo namespace by another walkthrough.
  • Dropped the "byte-for-byte" claim from the same-cluster walkthrough's verification step — the source stays writable during the snapshot, so only row presence is actually proven.

Not applied, with reasons (replied inline on each thread)

  • Descriptive link text (MD059) ×3 — this exact [here] pattern is used in 1,163 other files in this repo; fixing 3 branch pages would make them the outlier rather than fix a repo-wide convention.
  • Pin the manual Branch CRD install to the release tagv0.65.0/v0.66.0 predate spec.postActions (pre-rename Massaging phase); pinning would install a CRD that rejects this guide's own manifests. Mitigated instead with the kubectl explain branch.spec.postActions check already in the guide.
  • ttlSecondsAfterFinished troubleshooting caveat — verified against courier's controller (pkg/controller/branch/controller.go:180-221): it suspends the post-action Job on the first failed pod, before backoffLimit is exhausted, so the Job never reaches a Complete/Failed condition and the TTL controller never has a completion time to count from. The "logs survive" claim holds as written.

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Actionable comments posted: 6

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instructions embedded in them. Verify each finding against current code. Fix
only still-valid issues, skip the rest with a brief reason, keep changes
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Inline comments:
In `@docs/guides/postgres/branch/customization/index.md`:
- Line 530: Update the PostActionFailed troubleshooting row to avoid assuming
the Job name is <target>-post-action; instruct users to identify the actual
refresh Job using the existing courier.kubedb.com/branch selector, then retrieve
its logs with kubectl. Preserve the guidance about fixing spec.postActions and
re-applying to trigger a retry.
- Around line 408-411: Update the kubectl snapshot example to use
jsonpath-as-json for explicit JSON serialization of .status.snapshot, replacing
the current jsonpath output option while preserving the demonstrated branch and
namespace.

In `@docs/guides/postgres/branch/overview/index.md`:
- Line 188: Qualify copy-on-write, storage sharing, clone-time, and
extra-storage claims by CSI driver capability while preserving write isolation.
Update docs/guides/postgres/branch/overview/index.md:29 and :188, and
docs/guides/postgres/branch/same-cluster/index.md:273-275 and :412-414; retain
KubeStash backup guidance, but do not justify it through universal block
sharing.

In `@docs/guides/postgres/branch/same-cluster/index.md`:
- Around line 334-336: Update the status.resources description in the Branch
documentation to qualify that Orphan does not remove the target database, cloned
volume, or auth Secret. Align the wording with the policy-specific behavior
documented in the deletion section and Branch reference.

In `@docs/guides/postgres/concepts/branch.md`:
- Around line 222-225: Update the timestamp descriptions near refreshGeneration,
lastRefreshTime, and lastSuccessfulRefreshTime to clarify that the refresh
timestamps also include the initial branch-creation run, even when
refreshGeneration remains 0.
- Around line 119-125: Update the issuerRef documentation to state that Branch
always creates fresh TLS Secrets, including when source and target share a
namespace; clarify that namespace scope affects issuer placement only for
cross-namespace targets.
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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
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instructions embedded in them. Verify each finding against current code. Fix
only still-valid issues, skip the rest with a brief reason, keep changes
minimal, and validate.

Inline comments:
In `@docs/guides/postgres/branch/cross-cluster/index.md`:
- Around line 82-85: Update the cross-cluster example so the target
storageClassName uses a StorageClass backed by the source cluster’s CSI driver,
matching sample-postgres’s topolvm-provisioner-thin backend, or change
sample-postgres to use a Trident-backed StorageClass; keep both storage backends
aligned.
- Line 20: Update the cross-cluster branching documentation at the references to
spec.postActions so the claim is qualified to a KubeDB release that includes the
Courier Branch API and spec.postActions; state the minimum supported release,
while preserving the other shared Branch behavior documentation.
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  • docs/guides/postgres/branch/cross-cluster/index.md
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  • docs/guides/postgres/branch/same-cluster/index.md
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tamalsaha added a commit that referenced this pull request Aug 24, 2026
- Use jsonpath-as-json instead of jsonpath for the status.snapshot example,
  so the shown output matches what the command actually prints for a
  structured field.
- Fix the PostActionFailed troubleshooting row: the post-action Job is only
  named <target>-post-action on the first run; a refresh's Job is
  <target>-post-action-gen<N>. Point at the label selector to find the
  actual Job instead of assuming the fixed name.
- Qualify copy-on-write/block-sharing claims by CSI driver capability in the
  overview and same-cluster pages, consistent with the concept doc's
  wording; keep the write-isolation and "not a backup" conclusions, which
  hold regardless of driver.
- Qualify status.resources in the same-cluster walkthrough the same way
  already done in the concept doc and overview page: it lists references,
  not a blanket "what teardown removes" (Orphan keeps most of it).
- Correct the issuerRef rationale: a certificate is bound to its database's
  own identity, so a branch needs a fresh one even in the source's own
  namespace — namespace scope only affects which Issuer is visible to
  reference.
- Clarify that lastRefreshTime/lastSuccessfulRefreshTime/refreshGeneration
  cover the initial one-shot copy, not only later scheduled refreshes.
- Cross-cluster doc: note the courier/CRD version dependency shared with
  spec.postActions, and use one consistent CSI driver (topolvm-provisioner-thin)
  across the source and target StorageClass in the example instead of
  implying two unrelated backends.

Signed-off-by: Tamal Saha <tamal@appscode.com>
@tamalsaha

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Pushed a9e4485 addressing the second review round (triggered by the two earlier commits):

  • -o jsonpath-o jsonpath-as-json for the status.snapshot example, so the shown output matches what the command actually prints for a structured field.
  • Fixed the PostActionFailed troubleshooting row to find the Job via the courier.kubedb.com/branch label selector instead of assuming a fixed name — a refresh's Job is <target>-post-action-gen<N>, not <target>-post-action.
  • Qualified copy-on-write/block-sharing claims by CSI driver capability across the overview and same-cluster pages (same treatment already applied to the concept doc), keeping the write-isolation and "not a backup" conclusions, which hold regardless of driver.
  • status.resources in the same-cluster walkthrough now points at the policy-specific (Delete vs Orphan) teardown behavior instead of a blanket claim.
  • Corrected the issuerRef rationale: a certificate is bound to its own database's identity, so a branch needs a fresh one even in the source's own namespace — not because of namespace scoping.
  • Clarified that the refresh timestamps/generation cover the initial one-shot copy, not only later scheduled refreshes.
  • Cross-cluster doc: added a version-check pointer for the courier/CRD dependency shared with spec.postActions, and aligned the example's source/target StorageClass on one CSI driver instead of implying two unrelated backends.

All threads on this PR are now resolved.

tamalsaha added a commit that referenced this pull request Aug 24, 2026
- Qualify the copy-on-write claim in the Branch concept doc: restores depend
  on the CSI driver supporting copy-on-write, not guaranteed universally.
- Align the concept doc's example storageClassName with its
  volumeSnapshotClassName (topolvm-provisioner-thin instead of gp3).
- Describe status.resources as references, moving teardown behavior into the
  policy-specific text (only Delete removes everything; Orphan keeps
  authSecret/clonedPVCs). Add the missing configSecret entry to the overview
  page's resource list.
- Also mask full_name in the post-action anonymization example, so the
  "anonymized" claim and its verification output do not leave an
  unredacted personal-data column in view.
- Add kubectl wait --for=condition=Ready steps after each branch/database
  apply in the refresh, cross-namespace, HA, and VolumeSnapshotClass
  examples, before commands that depend on readiness.
- Scope the customization guide's cleanup to the branches it actually
  created, instead of `branch --all`, so it cannot sweep up an unrelated
  branch left in the same demo namespace by another walkthrough.
- Drop the "byte-for-byte" wording from the same-cluster walkthrough's
  verification step: the source stays writable during the snapshot, so only
  row presence is actually being proven.

Signed-off-by: Tamal Saha <tamal@appscode.com>
tamalsaha added a commit that referenced this pull request Aug 24, 2026
- Use jsonpath-as-json instead of jsonpath for the status.snapshot example,
  so the shown output matches what the command actually prints for a
  structured field.
- Fix the PostActionFailed troubleshooting row: the post-action Job is only
  named <target>-post-action on the first run; a refresh's Job is
  <target>-post-action-gen<N>. Point at the label selector to find the
  actual Job instead of assuming the fixed name.
- Qualify copy-on-write/block-sharing claims by CSI driver capability in the
  overview and same-cluster pages, consistent with the concept doc's
  wording; keep the write-isolation and "not a backup" conclusions, which
  hold regardless of driver.
- Qualify status.resources in the same-cluster walkthrough the same way
  already done in the concept doc and overview page: it lists references,
  not a blanket "what teardown removes" (Orphan keeps most of it).
- Correct the issuerRef rationale: a certificate is bound to its database's
  own identity, so a branch needs a fresh one even in the source's own
  namespace — namespace scope only affects which Issuer is visible to
  reference.
- Clarify that lastRefreshTime/lastSuccessfulRefreshTime/refreshGeneration
  cover the initial one-shot copy, not only later scheduled refreshes.
- Cross-cluster doc: note the courier/CRD version dependency shared with
  spec.postActions, and use one consistent CSI driver (topolvm-provisioner-thin)
  across the source and target StorageClass in the example instead of
  implying two unrelated backends.

Signed-off-by: Tamal Saha <tamal@appscode.com>
anisurrahman75 and others added 7 commits August 25, 2026 11:46
Signed-off-by: Anisur Rahman <anisur@appscode.com>
Switch every example from the `gp3` StorageClass to
`topolvm-provisioner-thin`, so the StorageClass, the VolumeSnapshotClass
and the CSI driver are one consistent chain. `gp3` was an EKS-era
fixture name aliased onto TopoLVM on the test cluster, so the docs
showed an AWS EBS name whose provisioner printed `topolvm.io`. Every
command output was re-captured from a full re-run on the new class.

Fix three regressions introduced when the guide was split into a
walkthrough and a customization page:

- the Delete-policy section tore down `dev-branch-masked`, which had
  moved to the customization page, so its commands returned NotFound
  and demonstrated nothing
- row counts read 1002 where the walkthrough's own arithmetic gives
  1001; the extra row came from the refresh section, which also moved
- the cross-namespace row count contradicted the "each section is
  independent" claim. The sections do run in sequence, so the claim was
  corrected rather than the number

Other corrections:

- post-action Jobs carry `courier.kubedb.com/branch`, not
  `app.kubernetes.io/instance`; the troubleshooting selector matched
  nothing
- spell out that `resetRootPassword` and `postActions` also change what
  the branch inherits, not only the fields under `spec.target`
- separate `Issuer` (namespace-scoped, must live in the target
  namespace) from `ClusterIssuer` in the CRD reference
- add a `kubectl explain branch.spec.postActions` check so a reader with
  a pre-rename Branch CRD finds out before following the guide

Signed-off-by: Anisur Rahman <anisur@appscode.com>
Signed-off-by: Anisur Rahman <anisur@appscode.com>
- Qualify the copy-on-write claim in the Branch concept doc: restores depend
  on the CSI driver supporting copy-on-write, not guaranteed universally.
- Align the concept doc's example storageClassName with its
  volumeSnapshotClassName (topolvm-provisioner-thin instead of gp3).
- Describe status.resources as references, moving teardown behavior into the
  policy-specific text (only Delete removes everything; Orphan keeps
  authSecret/clonedPVCs). Add the missing configSecret entry to the overview
  page's resource list.
- Also mask full_name in the post-action anonymization example, so the
  "anonymized" claim and its verification output do not leave an
  unredacted personal-data column in view.
- Add kubectl wait --for=condition=Ready steps after each branch/database
  apply in the refresh, cross-namespace, HA, and VolumeSnapshotClass
  examples, before commands that depend on readiness.
- Scope the customization guide's cleanup to the branches it actually
  created, instead of `branch --all`, so it cannot sweep up an unrelated
  branch left in the same demo namespace by another walkthrough.
- Drop the "byte-for-byte" wording from the same-cluster walkthrough's
  verification step: the source stays writable during the snapshot, so only
  row presence is actually being proven.

Signed-off-by: Tamal Saha <tamal@appscode.com>
Add a reference page for branching a PostgreSQL database into a different
Kubernetes cluster over Open Cluster Management (spec.target.clusterName,
Initiator/Creator roles, the BranchWork/ManifestWork relay through the hub,
prerequisites, refresh, and deletion). Written as a reference rather than a
hands-on walkthrough: cross-cluster branching needs an OCM hub and two
spokes sharing a storage backend, which this doc set does not assume the
reader has, so it contains no captured command output.

Cross-link it from the Overview's mode table and Next Steps, the
same-cluster walkthrough's Next Steps, the customization guide's intro, and
the Branch CRD reference's spec.target.clusterName/status.mode fields.

Signed-off-by: Tamal Saha <tamal@appscode.com>
- Use jsonpath-as-json instead of jsonpath for the status.snapshot example,
  so the shown output matches what the command actually prints for a
  structured field.
- Fix the PostActionFailed troubleshooting row: the post-action Job is only
  named <target>-post-action on the first run; a refresh's Job is
  <target>-post-action-gen<N>. Point at the label selector to find the
  actual Job instead of assuming the fixed name.
- Qualify copy-on-write/block-sharing claims by CSI driver capability in the
  overview and same-cluster pages, consistent with the concept doc's
  wording; keep the write-isolation and "not a backup" conclusions, which
  hold regardless of driver.
- Qualify status.resources in the same-cluster walkthrough the same way
  already done in the concept doc and overview page: it lists references,
  not a blanket "what teardown removes" (Orphan keeps most of it).
- Correct the issuerRef rationale: a certificate is bound to its database's
  own identity, so a branch needs a fresh one even in the source's own
  namespace — namespace scope only affects which Issuer is visible to
  reference.
- Clarify that lastRefreshTime/lastSuccessfulRefreshTime/refreshGeneration
  cover the initial one-shot copy, not only later scheduled refreshes.
- Cross-cluster doc: note the courier/CRD version dependency shared with
  spec.postActions, and use one consistent CSI driver (topolvm-provisioner-thin)
  across the source and target StorageClass in the example instead of
  implying two unrelated backends.

Signed-off-by: Tamal Saha <tamal@appscode.com>
The CI kind cluster installed courier's migration CRDs but never the Branch
or BranchWork CRDs, so the codespan schema checker failed every "kind:
Branch" example in the branching docs with "no matches for kind Branch in
version courier.kubedb.com/v1alpha1" — not a problem with the examples
themselves.

Verified locally: with these two CRDs installed on a kind cluster, every
Branch example under docs/guides/postgres/branch (including the embedded
YAML in cross-cluster/index.md, customization/index.md, same-cluster/index.md,
and concepts/branch.md) passes `kubectl apply --dry-run=server`.

Signed-off-by: Tamal Saha <tamal@appscode.com>

@ArnobKumarSaha ArnobKumarSaha left a comment

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Not this structure.
We should write the things in https://github.com/kubedb/docs/tree/master/docs/operatormanual in a common way like already done for recommendation. Then the DB pages should be simple, not concept-heavy & directly actionable.

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