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Merge pull request #2 from eplt/copilot/complete-v010-release
Add release automation and documentation for v0.1.0
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ACTION_REQUIRED.md

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# 🚀 ACTION REQUIRED: Complete v0.1.0 Release
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## ✅ Status: READY TO RELEASE
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All preparation is complete. You just need to create the GitHub release.
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---
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## 🎯 What You Need to Do (Choose One)
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### Option A: Automated (Fastest - 2 minutes)
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```bash
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# 1. Run the release tag script (interactive)
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./scripts/create_release_tag.sh
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# 2. Create GitHub release using CLI
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gh release create v0.1.0 \
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--title "v0.1.0 - Initial Public Release" \
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--notes-file RELEASE_NOTES.md \
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--latest
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```
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### Option B: Manual (3-5 minutes)
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```bash
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# 1. Create and push the tag
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git tag -a v0.1.0 -m "Release version 0.1.0"
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git push origin v0.1.0
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# 2. Go to GitHub and create release
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# URL: https://github.com/eplt/RAG_Ollama_Mac/releases/new
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# - Select tag: v0.1.0
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# - Title: v0.1.0 - Initial Public Release
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# - Description: Copy from RELEASE_NOTES.md
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# - Click "Publish release"
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```
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---
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## 📚 Documentation Available
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Choose the level of detail you need:
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1. **Quick (2 min)**: [QUICKSTART_RELEASE.md](QUICKSTART_RELEASE.md)
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2. **Detailed (10 min)**: [RELEASE_COMPLETION_GUIDE.md](RELEASE_COMPLETION_GUIDE.md)
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3. **Overview**: [RELEASE_SUMMARY.md](RELEASE_SUMMARY.md)
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---
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## 🛠️ Helper Scripts Included
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Both scripts are executable and ready to use:
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- `./scripts/verify_release.sh` - Verify everything is ready ✅
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- `./scripts/create_release_tag.sh` - Create and push tag 🏷️
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---
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## ✨ What's Been Done
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✅ All code prepared (PR #1 merged)
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✅ Version set to 0.1.0
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✅ Documentation complete (README, CHANGELOG, RELEASE_NOTES)
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✅ License and contributing guidelines added
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✅ Automation scripts created
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✅ Security scan passed
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✅ Code review completed
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---
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## ⏭️ After Release
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Once you publish the release:
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1. **Users can install**: `git clone https://github.com/eplt/RAG_Ollama_Mac.git`
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2. **Badge will work**: Version badge in README will show v0.1.0
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3. **Link will work**: CHANGELOG link to release will be active
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4. **You're done!**: Enjoy your first official release! 🎉
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---
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## ❓ Questions?
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- Check [QUICKSTART_RELEASE.md](QUICKSTART_RELEASE.md) for troubleshooting
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- See [scripts/README.md](scripts/README.md) for script help
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- Review [RELEASE_COMPLETION_GUIDE.md](RELEASE_COMPLETION_GUIDE.md) for details
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---
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## 🎉 Summary
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Your v0.1.0 release is **100% ready**. Just run the scripts or follow the manual steps above to publish it!
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**Estimated time**: 2-5 minutes
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**Complexity**: Low (all hard work is done)
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**Risk**: Minimal (can rollback if needed)
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Good luck with your release! 🚀

QUICKSTART_RELEASE.md

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# Quick Start: Complete v0.1.0 Release
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This is a **quick reference** for completing the v0.1.0 release. For detailed documentation, see [RELEASE_COMPLETION_GUIDE.md](RELEASE_COMPLETION_GUIDE.md).
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## ✅ What's Already Done
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All release preparation work from PR #1 has been merged to main:
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- ✅ Version files and code (`src/__version__.py`)
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- ✅ Documentation (README, CHANGELOG, RELEASE_NOTES)
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- ✅ License and contributing guidelines
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- ✅ All source code is ready
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## 🚀 What You Need to Do (2-3 Minutes)
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### Step 1: Verify Everything is Ready (Optional)
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```bash
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./scripts/verify_release.sh
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```
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Should show: "✅ All checks passed! Release artifacts are ready."
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### Step 2: Create and Push the Tag
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```bash
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./scripts/create_release_tag.sh
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```
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- Follow the prompts
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- Answer "Y" when asked to push to GitHub
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### Step 3: Create GitHub Release
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**Using GitHub CLI (Recommended):**
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```bash
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gh release create v0.1.0 \
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--title "v0.1.0 - Initial Public Release" \
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--notes-file RELEASE_NOTES.md \
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--latest
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```
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**Or via Web Interface:**
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1. Go to: https://github.com/eplt/RAG_Ollama_Mac/releases/new
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2. Tag: `v0.1.0` (should appear as existing after Step 2)
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3. Title: `v0.1.0 - Initial Public Release`
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4. Description: Copy from `RELEASE_NOTES.md`
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5. Check "Set as the latest release"
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6. Click "Publish release"
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### Step 4: Verify Release
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Visit: https://github.com/eplt/RAG_Ollama_Mac/releases/tag/v0.1.0
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---
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## 🎉 That's It!
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After completing these steps, your v0.1.0 release will be live!
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---
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## 📚 Additional Documentation
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- **Detailed Guide**: [RELEASE_COMPLETION_GUIDE.md](RELEASE_COMPLETION_GUIDE.md)
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- **Scripts Help**: [scripts/README.md](scripts/README.md)
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- **Release Notes**: [RELEASE_NOTES.md](RELEASE_NOTES.md)
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- **Changelog**: [CHANGELOG.md](CHANGELOG.md)
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---
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## ❓ Troubleshooting
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**Q: I don't have `gh` CLI installed**
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A: Use the web interface method in Step 3, or install it:
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```bash
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# macOS
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brew install gh
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# Other platforms: https://cli.github.com/
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```
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**Q: The tag already exists**
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A: The `create_release_tag.sh` script will ask if you want to recreate it.
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**Q: I want to make changes before releasing**
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A: Make your changes, commit them, and merge to main first. Then run the release process.
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---
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## 🔄 For Future Releases
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1. Update `src/__version__.py` with new version
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2. Add section to `CHANGELOG.md`
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3. Update release notes
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4. Change `VERSION` in `scripts/create_release_tag.sh`
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5. Follow these same steps

RELEASE_COMPLETION_GUIDE.md

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# How to Complete the v0.1.0 Release
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This guide outlines the steps needed to complete the v0.1.0 release of RAG_Ollama_Mac.
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## Current Status
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**Completed:**
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- All release documentation created (CHANGELOG.md, RELEASE_NOTES.md)
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- Version file added (src/__version__.py with version 0.1.0)
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- README updated with release information and badges
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- LICENSE (MIT) added
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- CONTRIBUTING.md guidelines added
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- .gitignore configured for Python/ChromaDB projects
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- All code and documentation merged to main branch via PR #1
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**Remaining Tasks:**
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1. **Create Git Tag for v0.1.0**
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2. **Publish GitHub Release**
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3. **Verify Release Assets**
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---
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## Step-by-Step Release Process
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### 1. Create and Push the Git Tag
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The tag should be created on the main branch that contains all the release preparation work from PR #1.
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```bash
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# Ensure you're on the main branch and up to date
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git checkout main
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git pull origin main
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# Create an annotated tag for v0.1.0
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git tag -a v0.1.0 -m "Release version 0.1.0
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Initial public release of RAG_Ollama_Mac - a lightweight, private, and customizable retrieval-augmented chatbot running entirely on your Mac.
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Key Features:
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- Local RAG implementation using Ollama
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- PDF document processing and embedding
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- ChromaDB vector storage
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- Streamlit-based interactive chat interface
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- Privacy-focused local execution
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- Support for multiple LLM models
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See RELEASE_NOTES.md and CHANGELOG.md for detailed information."
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# Push the tag to GitHub
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git push origin v0.1.0
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```
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### 2. Create GitHub Release
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Once the tag is pushed, create a GitHub Release:
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#### Option A: Using GitHub Web Interface
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1. Go to https://github.com/eplt/RAG_Ollama_Mac/releases/new
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2. Select the tag: `v0.1.0`
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3. Set Release title: `v0.1.0 - Initial Public Release`
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4. Copy the contents from `RELEASE_NOTES.md` into the release description
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5. Check "Set as the latest release"
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6. Click "Publish release"
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#### Option B: Using GitHub CLI (gh)
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```bash
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# Create release using the tag and release notes
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gh release create v0.1.0 \
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--title "v0.1.0 - Initial Public Release" \
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--notes-file RELEASE_NOTES.md \
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--latest
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```
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### 3. Verify the Release
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After publishing, verify:
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1. **GitHub Release Page**: https://github.com/eplt/RAG_Ollama_Mac/releases/tag/v0.1.0
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- Verify release notes are displayed correctly
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- Check that it's marked as "Latest"
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- Ensure the tag points to the correct commit
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2. **README Badges**: Visit https://github.com/eplt/RAG_Ollama_Mac
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- Version badge should show v0.1.0
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- License badge should show MIT
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3. **Changelog Links**: Verify the link in CHANGELOG.md
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- The link `[0.1.0]: https://github.com/eplt/RAG_Ollama_Mac/releases/tag/v0.1.0` should work
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4. **Clone and Test**: Test that users can clone and use the release
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```bash
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git clone https://github.com/eplt/RAG_Ollama_Mac.git
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cd RAG_Ollama_Mac
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git checkout v0.1.0
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# Verify version
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python3 -c "import sys; sys.path.insert(0, 'src'); from __version__ import __version__; print(__version__)"
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# Should output: 0.1.0
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```
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---
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## Post-Release Tasks (Optional)
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### Announce the Release
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1. **Update Repository Description**: Ensure the GitHub repository description is accurate
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2. **Social Media**: Share on relevant platforms if desired
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3. **Documentation**: Consider adding a "Releases" or "Versions" section to documentation
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### Monitor Initial Feedback
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1. Watch for issues reported by early users
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2. Be prepared to create a patch release (v0.1.1) if critical bugs are found
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3. Document any known issues in the GitHub Issues or README
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---
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## Rollback Procedure (If Needed)
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If you need to rollback or redo the release:
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```bash
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# Delete the tag locally
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git tag -d v0.1.0
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# Delete the tag from GitHub
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git push origin :refs/tags/v0.1.0
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# Delete the GitHub Release via web interface or CLI
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gh release delete v0.1.0
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```
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Then you can make corrections and recreate the release.
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---
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## Next Release (v0.1.1 or v0.2.0)
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For future releases:
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1. Update `src/__version__.py` with new version number
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2. Add new section to `CHANGELOG.md` with date and changes
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3. Update or create new `RELEASE_NOTES.md` for the release
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4. Follow the same tagging and release process above
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---
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## Additional Notes
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- **Semantic Versioning**: This project follows [SemVer](https://semver.org/)
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- MAJOR.MINOR.PATCH (e.g., 0.1.0)
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- Increment MAJOR for breaking changes
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- Increment MINOR for new features
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- Increment PATCH for bug fixes
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- **Release Artifacts**: No binary artifacts are needed for this release as it's a Python project distributed via Git
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- **Documentation**: All release documentation is already in place:
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- `README.md` - Main project documentation
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- `CHANGELOG.md` - Version history in Keep a Changelog format
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- `RELEASE_NOTES.md` - Detailed v0.1.0 release information
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- `CONTRIBUTING.md` - Contribution guidelines
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- `LICENSE` - MIT License text
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---
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## Questions or Issues?
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If you encounter any issues during the release process, refer to:
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- [GitHub Docs - Managing Releases](https://docs.github.com/en/repositories/releasing-projects-on-github)
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- [GitHub CLI Release Docs](https://cli.github.com/manual/gh_release_create)

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