Upgrade safely
Use this page when you need to apply an upgrade while keeping sequence, rollback posture, and postchecks explicit.
When to use this page
- You are performing a stack-wide or high-impact product upgrade.
- You need the operational slice that sits on top of compatibility and release-note reading.
- You need before-and-after verification tied to shared truth.
Prerequisites
- You have reviewed Compatibility and Release Notes.
- Source and target version or train are explicit.
Architecture / Flow
Step-by-step procedure
1. Record the pre-upgrade baseline
Use:
GET /api/v1/platform/services
GET /api/v1/observability/readiness
2. Compare repo truth and runtime truth before and after the change
Use:
python ./scripts/verify_runtime_materialization.py --check
3. Keep rollback posture explicit before execution
Define:
- which product or layer moves first
- what state counts as a failed intermediate step
- what rollback boundary is safe
4. Execute the bounded owner-approved change
If the chosen sequence requires stack redeploy:
bash ./scripts/redeploy-host-stack.sh
5. Run post-upgrade verification
Re-run:
- stack-health and readiness checks
- runtime materialization verification
- one representative user or operator path
Verification
This runbook is being used correctly when:
- source and target versions are explicit
- rollback posture is defined before execution
- post-upgrade verification uses the same shared-truth surfaces as the baseline
Common failure modes
Upgrading without a comparable baseline
Problem:
- postchecks have nothing concrete to compare against.
Better path:
- capture services and readiness before the change
Continuing after an intermediate failure
Problem:
- later steps compound the inconsistency.
Better path:
- stop at the failed boundary and recover before proceeding
Source Truth
contracts/docs/public_manufacturer_docs_post_v1_runbooks_v1.jsonJaddaHelpifyr/helpifyr-fabric:docs/operations/STACK_RECOVERY_RUNBOOK.mdJaddaHelpifyr/helpifyr-fabric:docs/testing/KNOWN_UPGRADE_RISKS.mdJaddaHelpifyr/jhf-deployment:docs/OPERATIONS.md