> Perhaps the discussion about minimum Java version can happen in that
context?

Sounds good, thank you!


On Thu, Oct 15, 2026 at 12:39 PM Andrew Purtell <[email protected]>
wrote:

> We will need to update the minimum Java compile version and runtime
> requirements only if the vector indexes work goes in, specifically the
> phase 2 HNSW work. That brings in JVector as a dependency, which is Java
> 11+. Otherwise things can remain the same. Perhaps the discussion about
> minimum Java version can happen in that context?
>
> Agreed, I will be working on test fixes and de-flaking right away when I
> get back from vacation in November, there is no reason to wait.
>
> > On Oct 14, 2026, at 10:58 PM, Viraj Jasani <[email protected]> wrote:
> >
> > I will create the jira soon. However, at broader level, I think the
> feature
> > should be hopefully completed around same time as consistent HA failover.
> >
> > There are many improvements and fixes (and test fixes for flaky tests,
> very
> > important) to be merged before 5.4.0. In the meantime, we can conclude
> the
> > Java compile version related changes and get the changes merged?
> >
> >
> > On Wed, Oct 14, 2026 at 12:38 PM Andrew Purtell <
> [email protected]>
> > wrote:
> >
> >> Sure, we can wait on completion of the work to add a protobuf datatype
> >> Viraj. What is the JIRA for that?
> >>
> >> On Wed, Oct 14, 2026 at 8:31 AM Viraj Jasani <[email protected]>
> wrote:
> >>
> >>> Thank you for starting the thread, Andrew.
> >>>
> >>> Thank you for also taking the role of RM for 5.4.0 release.
> >>>
> >>> I agree with the above scope. I don’t have strong opinion on dropping
> >> JDK 8
> >>> support in minor release line, but given that we have significantly
> >> larger
> >>> features getting released in minor releases (5.3.0, 5.4.0), it should
> be
> >>> okay to drop JDK 8 support.
> >>>
> >>> In addition to the above listed features and improvements, one more
> >>> upcoming feature is support for Protobuf data type. This would enhance
> >>> Phoenix document database capability.
> >>>
> >>>
> >>> On Fri, Oct 9, 2026 at 1:49 PM Andrew Purtell <[email protected]>
> >> wrote:
> >>>
> >>>> Hi all,
> >>>>
> >>>> I propose that we start work toward Phoenix 5.4.0. As such, I
> >>>> volunteer myself as your RM for the 5.4.0 release and will start
> >>>> the tasks required to complete it.
> >>>>
> >>>> Please give your feedback on the plan, and on the questions toward
> >>>> the end of this mail.
> >>>>
> >>>> SCOPE
> >>>>
> >>>> 5.4.0 contains everything that has landed on master so far
> >>>> and including these additional in-flight features:
> >>>>
> >>>>  - EXPLAIN improvements (PHOENIX-7876) -- committed to master
> >>>>  - V2 WHERE optimizer (PHOENIX-6791) -- PR #2428 is approved.
> >>>>  - Consistent Failover (PHOENIX-7562) -- in development on the
> >>>>    PHOENIX-7562-feature-new branch.
> >>>>  - Vector indexes, Phase 1 and Phase 2 (PHOENIX-7998 and
> >>>>    PHOENIX-8009, umbrella PHOENIX-8008) -- Both are in review.
> >>>>
> >>>> Master also has TRUNCATE TABLE (PHOENIX-300), and numerous other
> >>>> changes that are not on 5.3, committed over the intervening time.
> >>>>
> >>>> The V2 WHERE optimizer is off by default in 5.4.0. Users will enable
> >>>> it per their discretion with phoenix.where.optimizer.v2.enabled=true.
> >>>> Consistent Failover and Vector Indexes are also opt-in features that
> >>>> do not have an impact unless configured and enabled.
> >>>>
> >>>> We will cut the 5.4 branch only after all of the features above are
> >>>> merged to master. For this reason, the date of the cut depends on the
> >>>> readiness of the features, with the possible exception of Consistent
> >>>> Failover, which has 21 open subtasks. Stabilization of 5.4 branch can
> >>>> begin with most everything else in place and Consistent Failover can
> >>>> come in at any point as a backport of the merge commit to master
> >>>> branch.
> >>>>
> >>>> MINIMUM JAVA VERSION POLICY
> >>>>
> >>>> 5.4.0 as proposed changes the minimum supported Java version policy:
> >>>>
> >>>>  - Minimum: Java 11. 5.4.0 will not build or run on Java 8.
> >>>>  - Recommended: Java 17.
> >>>>  - Suggested for vector indexes: Java 21.
> >>>>
> >>>> Phoenix ships multi-release jars. On Java 21, the JVM loads vector
> >>>> kernels that use the Panama Vector API. On Java 11 and 17, it loads
> >>>> portable kernels.
> >>>>
> >>>> Although this is a significant change for users, it is unlikely users
> >>>> remain on Java 8 for a myriad of technical and compliance related
> >>>> reasons. The release notes will state the policy clearly. Users who
> >>>> must stay on Java 8 can continue with the 5.3 release line.
> >>>>
> >>>> PLAN
> >>>>
> >>>>  Phase 1. Land the features on master. PHOENIX-6791 merges first.
> >>>>    PHOENIX-7998 and PHOENIX-8009 merge in sequence. PHOENIX-8009
> >>>>    also moves the build and CI to Java 11. Consistent Failover
> >>>>    merges last.
> >>>>
> >>>>  Phase 2. Cut the 5.4 branch. Master moves to 5.5.0-SNAPSHOT. We
> >>>>    triage the unresolved 5.4.0 issues in JIRA, and keep only the
> >>>>    release blockers.
> >>>>
> >>>>  Phase 3. Stabilize. The work includes these items:
> >>>>    - Fix or quarantine flaky tests.
> >>>>    - Harden each new feature.
> >>>>    - Test compatibility and upgrade from 5.2 and 5.3.
> >>>>    - Build and test each HBase profile on JDK 11, 17, and 21.
> >>>>    - Review licenses for the new dependencies.
> >>>>    - Update the release tooling to JDK 17.
> >>>>    - Check the downstream projects.
> >>>>    - Write the release notes and documentation.
> >>>>
> >>>>  Phase 4. Release candidates and vote.
> >>>>
> >>>> The Critical issues PHOENIX-7279 and PHOENIX-7596 currently block
> >>>> releasing.
> >>>>
> >>>> The work of stabilizing the tests is expected to be the bulk of the
> >>>> required time and effort.
> >>>>
> >>>> On the 5.4 branch, bug fixes, test fixes, and documentation can go in
> >>>> after review. New features and behavior changes need the consent of
> >>>> the release manager.
> >>>>
> >>>> PHASE 3 WORKSTREAMS
> >>>>
> >>>> 1. Test health
> >>>>
> >>>> - Fix flaky tests, or quarantine them with a JIRA.
> >>>> - Get the nightly results clean.
> >>>>
> >>>> 2. Feature hardening
> >>>>
> >>>> - V2 WHERE optimizer: Add a CI run of the full integration test
> >>>>  suite with the V2 WHERE optimizer enabled.
> >>>> - Consistent Failover: Run the cross-cluster integration tests.
> >>>>  Test a rolling upgrade while clients that use the ZooKeeper-
> >>>>  based HA connection continue to have service. Finish the HA client
> >>>>  documentation.
> >>>> - Vector indexes: Make sure that each shaded jar preserves the multi-
> >>>>  release manifest.
> >>>>
> >>>> 3. Compatibility and upgrade
> >>>>
> >>>> - Use the backward compatibility test framework (PHOENIX-7702).
> >>>>  Test 5.3 clients against 5.4 servers, and 5.4 clients against 5.3
> >>>>  servers.
> >>>> - Test the upgrade of the SYSTEM tables from 5.3.
> >>>> - Test a rolling upgrade of the region servers from 5.3 to 5.4.
> >>>>
> >>>> 4. Supported JDK matrix
> >>>>
> >>>> - Build and test each HBase profile (2.5.0, 2.5, 2.6.0, 2.6) on JDKs
> >>>>  11, 17, and 21.
> >>>> - Record the supported combinations in the release notes.
> >>>>
> >>>> 5. Dependencies and legal requirements
> >>>>
> >>>> - Review LICENSE and NOTICE for the new dependencies and their
> >>>>  transitive dependencies.
> >>>> - Do a CVE scan of the binary artifacts.
> >>>> - Ensure Apache RAT audits are successful.
> >>>>
> >>>> 6. Release tooling
> >>>>
> >>>> - The release image `dev/create-release/phoenix-rm/Dockerfile` uses
> >>>>  JDK 8. Move it to JDK 11 at least, although JDK 17 is recommended.
> >>>> - Do a dry run of the release scripts before RC0.
> >>>>
> >>>> 7. Downstream projects
> >>>>
> >>>> - Build `phoenix-queryserver` and `phoenix-connectors` against
> >>>>  `5.4.0-SNAPSHOT` with Java 11 or later and document any changes
> >>>>  required. Note that the 5.4.0 core release is not blocked by these
> >>>>  downstreamers, who can continue with 5.3.
> >>>>
> >>>> 8. Documentation
> >>>>
> >>>> - The release notes will include these items:
> >>>>  - The new minimum Java version policy.
> >>>>  - The EXPLAIN format changes.
> >>>>  - The new features, their flags or configuration options, and
> >>>>    defaults.
> >>>>  - The supported HBase versions and JDKs.
> >>>> - Update the website documentation for vector indexes, Consistent
> >>>>  Failover, and EXPLAIN improvements.
> >>>>
> >>>> The exit criteria for Phase 3 are as follows:
> >>>>
> >>>> - No release blockers are open.
> >>>> - The nightly builds pass on the full platform matrix.
> >>>> - The compatibility and upgrade tests pass.
> >>>> - The release notes and documentation are complete.
> >>>> - The release tooling dry run passes.
> >>>>
> >>>> QUESTIONS
> >>>>
> >>>> Do we agree on the scope?
> >>>>
> >>>> Do we accept the minimum Java version policy for the 5.4 code line:
> >>>> Java 11 minimum, Java 17 recommended, Java 21 suggested for vector
> >>>> indexes?
> >>>>
> >>>> Are there other current blockers in addition to PHOENIX-7279 and
> >>>> PHOENIX-7596?
> >>>>
> >>>> --
> >>>> Best regards,
> >>>> Andrew
> >>>>
> >>
>
>

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