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A tool for automatically generating markdown documentation for helm charts

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helm-docs

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The helm-docs tool auto-generates documentation from helm charts into markdown files. The resulting files contain metadata about their respective chart and a table with each of the chart's values, their defaults, and an optional description parsed from comments.

The markdown generation is entirely gotemplate driven. The tool parses metadata from charts and generates a number of sub-templates that can be referenced in a template file (by default README.md.gotmpl). If no template file is provided, the tool has a default internal template that will generate a reasonably formatted README.

The most useful aspect of this tool is the auto-detection of field descriptions from comments:

config:
  databasesToCreate:
    # -- default database for storage of database metadata
    - postgres

    # -- database for the [hashbash](https://github.com/norwoodj/hashbash-backend-go) project
    - hashbash

  usersToCreate:
    # -- admin user
    - {name: root, admin: true}

    # -- user with access to the database with the same name
    - {name: hashbash, readwriteDatabases: [hashbash]}

statefulset:
  image:
    # -- Image to use for deploying, must support an entrypoint which creates users/databases from appropriate config files
    repository: jnorwood/postgresql
    tag: "11"

  # -- Additional volumes to be mounted into the database container
  extraVolumes:
    - name: data
      emptyDir: {}

Resulting in a resulting README section like so:

Key Type Default Description
config.databasesToCreate[0] string "postgresql" default database for storage of database metadata
config.databasesToCreate[1] string "hashbash" database for the hashbash project
config.usersToCreate[0] object {"admin":true,"name":"root"} admin user
config.usersToCreate[1] object {"name":"hashbash","readwriteDatabases":["hashbash"]} user with access to the database with the same name
statefulset.extraVolumes list [{"emptyDir":{},"name":"data"}] Additional volumes to be mounted into the database container
statefulset.image.repository string "jnorwood/postgresql:11" Image to use for deploying, must support an entrypoint which creates users/databases from appropriate config files
statefulset.image.tag string "18.0831"

You'll notice that some complex fields (lists and objects) are documented while others aren't, and that some simple fields like statefulset.image.tag are documented even without a description comment. The rules for what is and isn't documented in the final table will be described in detail later in this document.

Installation

helm-docs can be installed using homebrew:

brew install norwoodj/tap/helm-docs

or scoop:

scoop install helm-docs

This will download and install the latest release of the tool.

To build from source in this repository:

cd cmd/helm-docs
go build

Or install from source:

GO111MODULE=on go get github.com/norwoodj/helm-docs/cmd/helm-docs

Usage

Pre-commit hook

If you want to automatically generate README.md files with a pre-commit hook, make sure you install the pre-commit binary, and add a .pre-commit-config.yaml file to your project. Then run:

pre-commit install
pre-commit install-hooks

Future changes to your chart's requirements.yaml, values.yaml, Chart.yaml, or README.md.gotmpl files will cause an update to documentation when you commit.

Running the binary directly

To run and generate documentation into READMEs for all helm charts within or recursively contained by a directory:

helm-docs
# OR
helm-docs --dry-run # prints generated documentation to stdout rather than modifying READMEs

The tool searches recursively through subdirectories of the current directory for Chart.yaml files and generates documentation for every chart that it finds.

Using docker

You can mount a directory with charts under /helm-docs within the container.

Then run:

docker run --rm --volume "$(pwd):/helm-docs" -u $(id -u) jnorwood/helm-docs:latest

Ignoring Chart Directories

helm-docs supports a .helmdocsignore file, exactly like a .gitignore file in which one can specify directories to ignore when searching for charts. Directories specified need not be charts themselves, so parent directories containing potentially many charts can be ignored and none of the charts underneath them will be processed. You may also directly reference the Chart.yaml file for a chart to skip processing for it.

Markdown Rendering

There are two important parameters to be aware of when running helm-docs. --chart-search-root specifies the directory under which the tool will recursively search for charts to render documentation for. --template-files specifies the list of gotemplate files that should be used in rendering the resulting markdown file for each chart found. By default --chart-search-root=. and --template-files=README.md.gotmpl.

If a template file is specified as a filename only as with the default above, the file is interpreted as being relative to each chart directory found. If however a template file is specified as a relative path, e.g. the first of --template-files=./_templates.gotmpl --template-files=README.md.gotmpl then the file is interpreted as being relative to the chart-search-root.

This repo is a good example of this in action. If you take a look at the .pre-commit-config.yaml file here, you'll see our search root is set to example-charts and the list of templates used for each chart is the _templates.gotmpl file in that directory and the README.md.gotmpl file in each chart directory.

If any of the specified template files is not found for a chart (you'll notice most of the example charts do not have a README.md.gotmpl) file, then the internal default template is used instead.

In addition to extra defined templates you specify in these template files, there are quite a few built-in templates that can be used as well:

Name Description
chart.header The main heading of the generated markdown file
chart.name The name field from the chart's Chart.yaml file
chart.deprecationWarning A deprecation warning which is displayed when the deprecated field from the chart's Chart.yaml file is true
chart.description A description line containing the description field from the chart's Chart.yaml file, or "" if that field is not set
chart.version The version field from the chart's Chart.yaml file
chart.versionBadge A badge stating the current version of the chart
chart.type The type field from the chart's Chart.yaml file
chart.typeBadge A badge stating the current type of the chart
chart.appVersion The appVersion field from the chart's Chart.yaml file
chart.appVersionBadge A badge stating the current appVersion of the chart
chart.homepage The home link from the chart's Chart.yaml file, or "" if that field is not set
chart.homepageLine A text line stating the current homepage of the chart
chart.maintainersHeader The heading for the chart maintainers section
chart.maintainersTable A table of the chart's maintainers
chart.maintainersSection A section headed by the maintainersHeader from above containing the maintainersTable from above or "" if there are no maintainers
chart.sourcesHeader The heading for the chart sources section
chart.sourcesList A list of the chart's sources
chart.sourcesSection A section headed by the sourcesHeader from above containing the sourcesList from above or "" if there are no sources
chart.kubeVersion The kubeVersion field from the chart's Chart.yaml file
chart.kubeVersionLine A text line stating the required Kubernetes version for the chart
chart.requirementsHeader The heading for the chart requirements section
chart.requirementsTable A table of the chart's required sub-charts
chart.requirementsSection A section headed by the requirementsHeader from above containing the kubeVersionLine and/or the requirementsTable from above or "" if there are no requirements
chart.valuesHeader The heading for the chart values section
chart.valuesTable A table of the chart's values parsed from the values.yaml file (see below)
chart.valuesSection A section headed by the valuesHeader from above containing the valuesTable from above or "" if there are no values

The default internal template mentioned above uses many of these and looks like this:

{{ template "chart.header" . }}
{{ template "chart.deprecationWarning" . }}

{{ template "chart.badgesSection" . }}

{{ template "chart.description" . }}

{{ template "chart.homepageLine" . }}

{{ template "chart.maintainersSection" . }}

{{ template "chart.sourcesSection" . }}

{{ template "chart.requirementsSection" . }}

{{ template "chart.valuesSection" . }}

The tool also includes the sprig templating library, so those functions can be used in the templates you supply.

values.yaml metadata

This tool can parse descriptions and defaults of values from values.yaml files. The defaults are pulled directly from the yaml in the file.

It was formerly the case that descriptions had to be specified with the full path of the yaml field. This is no longer the case, although it is still supported. Where before you would document a values.yaml like so:

controller:
  publishService:
    # controller.publishService.enabled -- Whether to expose the ingress controller to the public world
    enabled: false

  # controller.replicas -- Number of nginx-ingress pods to load balance between.
  # Do not set this below 2.
  replicas: 2

You may now equivalently write:

controller:
  publishService:
    # -- Whether to expose the ingress controller to the public world
    enabled: false

  # -- Number of nginx-ingress pods to load balance between.
  # Do not set this below 2.
  replicas: 2

New-style comments are much the same as the old-style comments, except that while old comments for a field could appear anywhere in the file, new-style comments must appear on the line(s) immediately preceding the field being documented.

I invite you to check out the example-charts to see how this is done in practice. The but-auto-comments examples in particular document the new comment format.

Note that comments can continue on the next line. In that case leave out the double dash, and the lines will simply be appended with a space in-between, as in the controller.replicas field in the example above

The following rules are used to determine which values will be added to the values table in the README:

  • By default, only leaf nodes, that is, fields of type int, string, float, bool, empty lists, and empty maps are added as rows in the values table. These fields will be added even if they do not have a description comment
  • Lists and maps which contain elements will not be added as rows in the values table unless they have a description comment which refers to them
  • Adding a description comment for a non-empty list or map in this way makes it so that leaf nodes underneath the described field will not be automatically added to the values table. In order to document both a non-empty list/map and a leaf node within that field, description comments must be added for both

e.g. In this case, both controller.livenessProbe and controller.livenessProbe.httpGet.path will be added as rows in the values table, but controller.livenessProbe.httpGet.port will not

controller:
  # -- Configure the healthcheck for the ingress controller
  livenessProbe:
    httpGet:
      # -- This is the liveness check endpoint
      path: /healthz
      port: http

Results in:

Key Type Default Description
controller.livenessProbe object {"httpGet":{"path":"/healthz","port":8080}} Configure the healthcheck for the ingress controller
controller.livenessProbe.httpGet.path string "/healthz" This is the liveness check endpoint

If we remove the comment for controller.livenessProbe however, both leaf nodes controller.livenessProbe.httpGet.path and controller.livenessProbe.httpGet.port will be added to the table, with or without description comments:

controller:
  livenessProbe:
    httpGet:
      # -- This is the liveness check endpoint
      path: /healthz
      port: http

Results in:

Key Type Default Description
controller.livenessProbe.httpGet.path string "/healthz" This is the liveness check endpoint
controller.livenessProbe.httpGet.port string "http"

nil values

If you would like to define a key for a value, but leave the default empty, you can still specify a description for it as well as a type. This is possible with both the old and the new comment format:

controller:
  # -- (int) Number of nginx-ingress pods to load balance between
  replicas:
  
  # controller.image -- (string) Number of nginx-ingress pods to load balance between
  image:

This could be useful when wanting to enforce user-defined values for the chart, where there are no sensible defaults.

Default values/column

In cases where you do not want to include the default value from values.yaml, or where the real default is calculated inside the chart, you can change the contents of the column like so:

service:
  # -- Add annotations to the service, this is going to be a long comment across multiple lines
  # but that's fine, these will be concatenated and the @default will be rendered as the default for this field
  # @default -- the chart will add some internal annotations automatically
  annotations: []

The order is important. The first comment line(s) must be the one specifying the key or using the auto-detection feature and the description for the field. The @default comment must follow.

See here for an example.

Spaces and Dots in keys

In the old-style comment, if a key name contains any "." or " " characters, that section of the path must be quoted in description comments e.g.

service:
  annotations:
    # service.annotations."external-dns.alpha.kubernetes.io/hostname" -- Hostname to be assigned to the ELB for the service
    external-dns.alpha.kubernetes.io/hostname: stupidchess.jmn23.com

configMap:
  # configMap."not real config param" -- A completely fake config parameter for a useful example
  not real config param: value

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A tool for automatically generating markdown documentation for helm charts

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