docs: publish 1.0.3 with legacy Self-Managed 0.6.2 notes

[sbaum1994]

TL;DR

Publish docs-only release 1.0.3 with the legacy Self-Managed 0.6.2 release notes, its focused patch upgrade procedure, and the link repairs from #2253. The default stack combination remains Self-Managed 1.0.1, Compute Plane 1.0.0, and Observability 1.0.0.

Additional Details

• Port the useful 0.6.2 content from docs(self-managed): add 0.6.2 patch and staged upgrade documentation #2195 into the existing native changelog and Upgrade Notes sidebar. Do not add a separate product, selector entry, copied stack docs tree, or legacy snapshot tooling.
• Describe 0.6.2 as a Helmfile bundle patch: OpenBao chart 0.30.25 to 0.32.6, JWT catalog refresh before migrations, unchanged runtime image pins. Use the published stable tag and inventory instead of stale candidate-publication wording.
• Keep one onward migration guide at its existing URL. Require the intermediate 0.6.2 patch, preserve current pod-create waits, and document the recorded availability failures and remaining rehearsal limits.
• Keep the 1.0.2 release note alongside the new 1.0.3 entry on the same publication date.
• Register protected docs/releases/1.0.3 at 4890d84c89d0cfb0bc313a54afc3ecee02a098f9 as the default. Its source is the reviewed content commit c8467efa641a60d29dd2a25acf043b827310d7d5. Advance Development to 1.0.4. The existing 1.0.1 and 1.0.2 branch heads remain unchanged.
• Add preview=canonical to the manual Fern preview workflow so operators can validate the exact published configuration and remote refs before a cutover.

For the Reviewer

#2253 is merged, and this PR targets main. The corrected 1.0.3 release branch already exists and is pinned above. Its effective rules again prohibit updates, deletion, and force pushes with no bypass actors; the user-approved unpublished correction was applied with an exact lease and protection was immediately restored and verified. Merging this PR has no branch-creation dependency.

The guide title, sidebar label, and release-note index now say 0.6.2 to 1.0.1. The existing URL and anchor remain valid. The corrected release preview passed rendered heading, sidebar, link, and anchor checks.

Start with the short 0.6.2 changelog entry, then the new patch procedure, then the existing onward guide's diff. Earlier 0.6.0-to-0.6.1 corrections from #2195 remain tracked by #2191; they are not silently copied into historical snapshots in this port.

For QA

Passed locally: canonical docs/release checks, Development layout validation, external links in the changed Markdown, Markdown lint, 43 parsed Bash snippets, and failure fixtures for pod deletion, creation wait, readiness, and OpenBao status. Verified that existing onward-guide pod-create/wait snippets remain intact.

The fresh stable 0.6.2-to-1.0.1 k3d rehearsal completed on 2026-10-04 as a user-approved limited function/deployment diagnostic. It reached Self-Managed 1.0.1 and Compute Plane 1.0.0 with NVCA/operator 3.10.0. Both full target control-plane and compute installs passed their repeat syncs.

Live QA check	Result
Original function/deployment	Retained the original IDs, specifications, API/database creation times, and selected database rows. Final invocation through released CLI 1.16.2 and the original API key returned the expected echo.
Cluster and storage	Preserved cluster ID, cluster-group ID, backend resource UID, all nine PVC/volume identities, seven NATS stream names, and the NATS user key.
Final health	Seven clean migration ledgers, three healthy Cassandra/OpenBao members, 31 ready controllers, and 19 deployed Helm releases. Fresh JWT issuance and secret injection passed.
Availability	Failed: 110 failures among 2,664 monitored requests. OpenBao rotation produced 107 HTTP 401s; the later full sync produced two invocation HTTP 504s and one invocation transport error. No new failures during the repeats or compute upgrade.
Worker continuity	Failed: utils restarted once after a NATS consumer timeout (#2260). The worker pod and inference container remained unchanged, with zero inference restarts.
Completed tasks	Excluded with user approval because released source task-worker images at 2.107.0 were inaccessible (#2196). The retained error-health row migrated, which does not qualify successful tasks.

This is not a clean pass of the unmodified guide. Local QA required same-version upstream helper images (#2197), an explicit receipt version because the published 1.0.1 bundle contains VERSION=1.0.0 (#2258), and an explicit local profile after released CLI 1.16.2 hit the disabled-LLM PKI export bug described in #1550. The packaged VERSION file and released CLI were not edited. The active-instance API timestamps changed despite preserved underlying records (#2199). Cassandra/OpenBao backups were exported and checked; restore and durable queued-message retention were not exercised. Physical GPUs, ingress/TLS, optional add-ons, separate observability, and shared storage were outside this ARM64 single-host k3d test. Full qualification requires a new source run after resolving the blockers.

The earlier rehearsal's results remain accurately described in the guide; this new diagnostic's details are recorded here without modifying the frozen release content. Anonymous NGC resource access returned 403, so the instructions require obtaining and verifying the exact bundle through the operator's artifact distribution channel without claiming guest availability.

Hosted validation:

• Content preview: native 0.6.2 and 1.0.3/1.0.2 release cards, patch/onward links, and preserved starting-state anchor passed.
• Prepared 1.0.3 preview: the same checks passed. Both jobs in run 37160661877 succeeded.
• Canonical preview passed: 1.0.3 is selected by default, all six tabs render, 1.0.2/1.0.1/Development switch correctly, the older 1.0.2 changelog retains its original content, and the new release cards, upgrade links, and historical anchor resolve. Both jobs in run 37161285623 passed.

Edition tooling tests passed. The prepared stack manifest, including source commits and inventory URLs, matches 1.0.2 exactly. On final head 5b28f0a7e364699a2d2b3d147edee4f437bb7ca3, all triggered CI checks and CodeRabbit pass. There are no unresolved review threads or merge conflicts; GitHub still requires review approval. The corrected release branch is already present and protected. No production publication or PR merge was triggered by this preparation.

Dependencies

No additional dependency changes beyond #2253. No runtime artifact changes or additional license/NOTICE impact.

Issues

Relates to #2191
Relates to #2214
Relates to #2254

Related PRs: #2195 (source content), #2190 (stack patch), #2253 (link checks and repairs).

Checklist

• I am familiar with the Contributing Guidelines.
• I have signed off my commits for Developer Certificate of Origin (DCO) compliance.
• New or existing tests cover these changes.
• The documentation is up to date with these changes.

Summary by CodeRabbit

• Documentation
  • Added an upgrade guide for moving from Self-Managed 0.6.1 to 0.6.2, including health checks, backup and recovery guidance, and deployment validation.
  • Updated the 1.0.1 upgrade guide to start from 0.6.2 and document rehearsal findings and availability limitations.
  • Added release notes for Self-Managed 0.6.2 and updated the 1.0.3 release notes and upgrade navigation.
  • Updated documentation editions and version selectors to include 1.0.3.
• Chores
  • Added a canonical documentation preview option.

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📝 Walkthrough

Walkthrough

The changes add a 0.6.1-to-0.6.2 upgrade guide and revise the 1.0.1 upgrade guide to start from 0.6.2. They also update changelogs, navigation, edition settings, and manual preview configuration.

Changes

Self-Managed upgrade and documentation release

Layer / File(s)	Summary
Prepare and execute the 0.6.2 patch upgrade docs/overview/release-notes/0.6.1-to-0.6.2-upgrade.md	The guide covers source checks, backups, bundle preparation, OpenBao change review, catalog refresh, migrations, and server rotation checks.
Validate and recover the patch upgrade docs/overview/release-notes/0.6.1-to-0.6.2-upgrade.md	The guide documents post-upgrade checks, rehearsal scope and results, stop conditions, and recovery requirements.
Align the 1.0.1 upgrade guide with 0.6.2 docs/overview/release-notes/0.6.1-to-1.0.1-upgrade.md	The guide sets 0.6.2 as the starting state and updates configuration references, rehearsal results, snapshot naming, selector details, and recovery instructions.
Update release content and documentation settings fern/changelog/*, fern/navigation.yml, docs/overview/release-notes/index.md, docs/edition-manifest.json, docs/version-catalog/main.yaml, fern/docs.yml, fern/editions.yml, .github/workflows/fern-docs-ci.yml	The changelogs and navigation cover the 0.6.2 patch and 1.0.3 documentation release. Edition settings advance to 1.0.4, the selector and default edition advance to 1.0.3, and manual preview configuration adds a canonical option.

Priority: ⬇️ Low

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

Change: Other

Merge Risk: ⚪ Minimal · up to 5b28f

The 1.0.3 edition points to the current release snapshot, including the corrected upgrade title and navigation. No release-blocking documentation mismatch is established; proceed with normal integration checks.

🚥 Pre-merge checks | ✅ 5

✅ Passed checks (5 passed)

Check name	Status	Explanation
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…
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.
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title follows Conventional Commits format with the docs type. It accurately describes the main change: publishing documentation for 1.0.3 and adding legacy Self-Managed 0.6.2 notes. The workflow…

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