From e4b32d7bc91d95f69b87af74bdba7f49bfa2ad2c Mon Sep 17 00:00:00 2001
From: phernandez <paul@basicmachines.co>
Date: Wed, 11 Jun 2025 17:06:23 -0500
Subject: [PATCH] feat: add automated release management system
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

- Add version management in __init__.py
- Add justfile targets for release and beta automation
- Create Claude command documentation for /release and /beta
- Implement comprehensive quality checks and validation
- Support automated version updates and git tagging

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
---
 .claude/commands/release/beta.md    | 104 +++++++++++++++---------
 .claude/commands/release/release.md |  68 ++++++++--------
 justfile                            | 119 ++++++++++++++++++++++++++++
 src/basic_memory/__init__.py        |   5 +-
 4 files changed, 223 insertions(+), 73 deletions(-)

diff --git a/.claude/commands/release/beta.md b/.claude/commands/release/beta.md
index 36fb49ea..2cad92a1 100644
--- a/.claude/commands/release/beta.md
+++ b/.claude/commands/release/beta.md
@@ -1,69 +1,95 @@
 # /beta - Create Beta Release
 
-Create a new beta release for the current version with automated quality checks and tagging.
+Create a new beta release using the automated justfile target with quality checks and tagging.
 
 ## Usage
 ```
-/beta [version]
+/beta <version>
 ```
 
 **Parameters:**
-- `version` (optional): Beta version like `v0.13.0b4`. If not provided, auto-increments from latest beta tag.
+- `version` (required): Beta version like `v0.13.2b1` or `v0.13.2rc1`
 
 ## Implementation
 
 You are an expert release manager for the Basic Memory project. When the user runs `/beta`, execute the following steps:
 
-### Step 1: Pre-flight Checks
-1. Check current git status for uncommitted changes
-2. Verify we're on the `main` branch
-3. Get the latest beta tag to determine next version if not provided
+### Step 1: Pre-flight Validation
+1. Verify version format matches `v\d+\.\d+\.\d+(b\d+|rc\d+)` pattern
+2. Check current git status for uncommitted changes
+3. Verify we're on the `main` branch
+4. Confirm no existing tag with this version
 
-### Step 2: Quality Assurance
-1. Run `just check` to ensure code quality
-2. If any checks fail, report issues and stop
-3. Run `just update-deps` to ensure latest dependencies
-4. Commit any dependency updates with proper message
+### Step 2: Use Justfile Automation
+Execute the automated beta release process:
+```bash
+just beta <version>
+```
 
-### Step 3: Version Determination
-If version not provided:
-1. Get latest git tags with `git tag -l "v*b*" --sort=-version:refname | head -1`
-2. Auto-increment beta number (e.g., `v0.13.0b2` → `v0.13.0b3`)
-3. Confirm version with user before proceeding
+The justfile target handles:
+- ✅ Beta version format validation (supports b1, b2, rc1, etc.)
+- ✅ Git status and branch checks
+- ✅ Quality checks (`just check` - lint, format, type-check, tests)
+- ✅ Version update in `src/basic_memory/__init__.py`
+- ✅ Automatic commit with proper message
+- ✅ Tag creation and pushing to GitHub
+- ✅ Beta release workflow trigger
 
-### Step 4: Release Creation
-1. Commit any remaining changes
-2. Push to main: `git push origin main`
-3. Create tag: `git tag {version}`
-4. Push tag: `git push origin {version}`
-
-### Step 5: Monitor Release
+### Step 3: Monitor Beta Release
 1. Check GitHub Actions workflow starts successfully
-2. Provide installation instructions for beta
-3. Report status and next steps
+2. Monitor workflow at: https://github.com/basicmachines-co/basic-memory/actions
+3. Verify PyPI pre-release publication
+4. Test beta installation: `uv tool install basic-memory --pre`
+
+### Step 4: Beta Testing Instructions
+Provide users with beta testing instructions:
+
+```bash
+# Install/upgrade to beta
+uv tool install basic-memory --pre
+
+# Or upgrade existing installation
+uv tool upgrade basic-memory --prerelease=allow
+```
+
+## Version Guidelines
+- **First beta**: `v0.13.2b1` 
+- **Subsequent betas**: `v0.13.2b2`, `v0.13.2b3`, etc.
+- **Release candidates**: `v0.13.2rc1`, `v0.13.2rc2`, etc.
+- **Final release**: `v0.13.2` (use `/release` command)
 
 ## Error Handling
-- If quality checks fail, provide specific fix instructions
-- If git operations fail, provide manual recovery steps  
-- If GitHub Actions fail, provide debugging guidance
+- If `just beta` fails, examine the error output for specific issues
+- If quality checks fail, fix issues and retry
+- If version format is invalid, correct and retry
+- If tag already exists, increment version number
 
 ## Success Output
 ```
-✅ Beta Release v0.13.0b4 Created Successfully!
+✅ Beta Release v0.13.2b1 Created Successfully!
 
-🏷️  Tag: v0.13.0b4
+🏷️  Tag: v0.13.2b1
 🚀 GitHub Actions: Running
-📦 PyPI: Will be available in ~5 minutes
+📦 PyPI: Will be available in ~5 minutes as pre-release
 
-Install with:
-uv tool upgrade basic-memory --prerelease=allow
+Install/test with:
+uv tool install basic-memory --pre
 
 Monitor release: https://github.com/basicmachines-co/basic-memory/actions
 ```
 
+## Beta Testing Workflow
+1. **Create beta**: Use `/beta v0.13.2b1`
+2. **Test features**: Install and validate new functionality
+3. **Fix issues**: Address bugs found during testing
+4. **Iterate**: Create `v0.13.2b2` if needed
+5. **Release candidate**: Create `v0.13.2rc1` when stable
+6. **Final release**: Use `/release v0.13.2` when ready
+
 ## Context
-- Use the existing justfile targets (`just check`, `just update-deps`)
-- Follow semantic versioning for beta releases
-- Maintain release notes in CHANGELOG.md
-- Use conventional commit messages
-- Leverage uv-dynamic-versioning for version management
\ No newline at end of file
+- Beta releases are pre-releases for testing new features
+- Automatically published to PyPI with pre-release flag
+- Uses the automated justfile target for consistency
+- Version is automatically updated in `__init__.py`
+- Ideal for validating changes before stable release
+- Supports both beta (b1, b2) and release candidate (rc1, rc2) versions
\ No newline at end of file
diff --git a/.claude/commands/release/release.md b/.claude/commands/release/release.md
index 9f0dcaee..17f78a7a 100644
--- a/.claude/commands/release/release.md
+++ b/.claude/commands/release/release.md
@@ -1,6 +1,6 @@
 # /release - Create Stable Release
 
-Create a stable release from the current main branch with comprehensive validation.
+Create a stable release using the automated justfile target with comprehensive validation.
 
 ## Usage
 ```
@@ -8,7 +8,7 @@ Create a stable release from the current main branch with comprehensive validati
 ```
 
 **Parameters:**
-- `version` (required): Release version like `v0.13.0`
+- `version` (required): Release version like `v0.13.2`
 
 ## Implementation
 
@@ -20,53 +20,54 @@ You are an expert release manager for the Basic Memory project. When the user ru
 3. Verify we're on the `main` branch
 4. Confirm no existing tag with this version
 
-### Step 2: Comprehensive Quality Checks
-1. Run `just check` (lint, format, type-check, full test suite)
-2. Verify test coverage meets minimum requirements (95%+)
-3. Check that CHANGELOG.md contains entry for this version
-4. Validate all high-priority issues are closed
+### Step 2: Use Justfile Automation
+Execute the automated release process:
+```bash
+just release <version>
+```
 
-### Step 3: Release Preparation
-1. Update any version references if needed
-2. Commit any final changes with message: `chore: prepare for ${version} release`
-3. Push to main: `git push origin main`
+The justfile target handles:
+- ✅ Version format validation
+- ✅ Git status and branch checks
+- ✅ Quality checks (`just check` - lint, format, type-check, tests)
+- ✅ Version update in `src/basic_memory/__init__.py`
+- ✅ Automatic commit with proper message
+- ✅ Tag creation and pushing to GitHub
+- ✅ Release workflow trigger
 
-### Step 4: Release Creation
-1. Create annotated tag: `git tag -a ${version} -m "Release ${version}"`
-2. Push tag: `git push origin ${version}`
-3. Monitor GitHub Actions for release automation
+### Step 3: Monitor Release Process
+1. Check that GitHub Actions workflow starts successfully
+2. Monitor workflow completion at: https://github.com/basicmachines-co/basic-memory/actions
+3. Verify PyPI publication
+4. Test installation: `uv tool install basic-memory`
 
-### Step 5: Post-Release Validation
+### Step 4: Post-Release Validation
 1. Verify GitHub release is created automatically
 2. Check PyPI publication
 3. Validate release assets
-4. Test installation: `uv tool install basic-memory`
-
-### Step 6: Documentation Update
-1. Update any post-release documentation
-2. Create follow-up tasks if needed
+4. Update any post-release documentation
 
 ## Pre-conditions Check
 Before starting, verify:
 - [ ] All beta testing is complete
 - [ ] Critical bugs are fixed
 - [ ] Breaking changes are documented
-- [ ] CHANGELOG.md is updated
+- [ ] CHANGELOG.md is updated (if needed)
 - [ ] Version number follows semantic versioning
 
 ## Error Handling
-- If any quality check fails, stop and provide fix instructions
-- If changelog entry missing, prompt to create one
-- If tests fail, provide debugging guidance
-- If GitHub Actions fail, provide manual release steps
+- If `just release` fails, examine the error output for specific issues
+- If quality checks fail, fix issues and retry
+- If changelog entry missing, update CHANGELOG.md and commit before retrying
+- If GitHub Actions fail, check workflow logs for debugging
 
 ## Success Output
 ```
-🎉 Stable Release v0.13.0 Created Successfully!
+🎉 Stable Release v0.13.2 Created Successfully!
 
-🏷️  Tag: v0.13.0
-📋 GitHub Release: https://github.com/basicmachines-co/basic-memory/releases/tag/v0.13.0
-📦 PyPI: https://pypi.org/project/basic-memory/0.13.0/
+🏷️  Tag: v0.13.2
+📋 GitHub Release: https://github.com/basicmachines-co/basic-memory/releases/tag/v0.13.2
+📦 PyPI: https://pypi.org/project/basic-memory/0.13.2/
 🚀 GitHub Actions: Completed
 
 Install with:
@@ -79,6 +80,7 @@ uv tool upgrade basic-memory
 ## Context
 - This creates production releases used by end users
 - Must pass all quality gates before proceeding
-- Follows the release workflow documented in CLAUDE.md
-- Uses uv-dynamic-versioning for automatic version management
-- Triggers automated GitHub release with changelog
\ No newline at end of file
+- Uses the automated justfile target for consistency
+- Version is automatically updated in `__init__.py`
+- Triggers automated GitHub release with changelog
+- Leverages uv-dynamic-versioning for package version management
\ No newline at end of file
diff --git a/justfile b/justfile
index 6e272dcc..3df90e41 100644
--- a/justfile
+++ b/justfile
@@ -58,6 +58,125 @@ check: lint format type-check test
 migration message:
     cd src/basic_memory/alembic && alembic revision --autogenerate -m "{{message}}"
 
+# Create a stable release (e.g., just release v0.13.2)
+release version:
+    #!/usr/bin/env bash
+    set -euo pipefail
+    
+    # Validate version format
+    if [[ ! "{{version}}" =~ ^v[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
+        echo "❌ Invalid version format. Use: v0.13.2"
+        exit 1
+    fi
+    
+    # Extract version number without 'v' prefix
+    VERSION_NUM=$(echo "{{version}}" | sed 's/^v//')
+    
+    echo "🚀 Creating stable release {{version}}"
+    
+    # Pre-flight checks
+    echo "📋 Running pre-flight checks..."
+    if [[ -n $(git status --porcelain) ]]; then
+        echo "❌ Uncommitted changes found. Please commit or stash them first."
+        exit 1
+    fi
+    
+    if [[ $(git branch --show-current) != "main" ]]; then
+        echo "❌ Not on main branch. Switch to main first."
+        exit 1
+    fi
+    
+    # Check if tag already exists
+    if git tag -l "{{version}}" | grep -q "{{version}}"; then
+        echo "❌ Tag {{version}} already exists"
+        exit 1
+    fi
+    
+    # Run quality checks
+    echo "🔍 Running quality checks..."
+    just check
+    
+    # Update version in __init__.py
+    echo "📝 Updating version in __init__.py..."
+    sed -i.bak "s/__version__ = \".*\"/__version__ = \"$VERSION_NUM\"/" src/basic_memory/__init__.py
+    rm -f src/basic_memory/__init__.py.bak
+    
+    # Commit version update
+    git add src/basic_memory/__init__.py
+    git commit -m "chore: update version to $VERSION_NUM for {{version}} release"
+    
+    # Create and push tag
+    echo "🏷️  Creating tag {{version}}..."
+    git tag "{{version}}"
+    
+    echo "📤 Pushing to GitHub..."
+    git push origin main
+    git push origin "{{version}}"
+    
+    echo "✅ Release {{version}} created successfully!"
+    echo "📦 GitHub Actions will build and publish to PyPI"
+    echo "🔗 Monitor at: https://github.com/basicmachines-co/basic-memory/actions"
+
+# Create a beta release (e.g., just beta v0.13.2b1)
+beta version:
+    #!/usr/bin/env bash
+    set -euo pipefail
+    
+    # Validate version format (allow beta/rc suffixes)
+    if [[ ! "{{version}}" =~ ^v[0-9]+\.[0-9]+\.[0-9]+(b[0-9]+|rc[0-9]+)$ ]]; then
+        echo "❌ Invalid beta version format. Use: v0.13.2b1 or v0.13.2rc1"
+        exit 1
+    fi
+    
+    # Extract version number without 'v' prefix
+    VERSION_NUM=$(echo "{{version}}" | sed 's/^v//')
+    
+    echo "🧪 Creating beta release {{version}}"
+    
+    # Pre-flight checks
+    echo "📋 Running pre-flight checks..."
+    if [[ -n $(git status --porcelain) ]]; then
+        echo "❌ Uncommitted changes found. Please commit or stash them first."
+        exit 1
+    fi
+    
+    if [[ $(git branch --show-current) != "main" ]]; then
+        echo "❌ Not on main branch. Switch to main first."
+        exit 1
+    fi
+    
+    # Check if tag already exists
+    if git tag -l "{{version}}" | grep -q "{{version}}"; then
+        echo "❌ Tag {{version}} already exists"
+        exit 1
+    fi
+    
+    # Run quality checks
+    echo "🔍 Running quality checks..."
+    just check
+    
+    # Update version in __init__.py
+    echo "📝 Updating version in __init__.py..."
+    sed -i.bak "s/__version__ = \".*\"/__version__ = \"$VERSION_NUM\"/" src/basic_memory/__init__.py
+    rm -f src/basic_memory/__init__.py.bak
+    
+    # Commit version update
+    git add src/basic_memory/__init__.py
+    git commit -m "chore: update version to $VERSION_NUM for {{version}} beta release"
+    
+    # Create and push tag
+    echo "🏷️  Creating tag {{version}}..."
+    git tag "{{version}}"
+    
+    echo "📤 Pushing to GitHub..."
+    git push origin main
+    git push origin "{{version}}"
+    
+    echo "✅ Beta release {{version}} created successfully!"
+    echo "📦 GitHub Actions will build and publish to PyPI as pre-release"
+    echo "🔗 Monitor at: https://github.com/basicmachines-co/basic-memory/actions"
+    echo "📥 Install with: uv tool install basic-memory --pre"
+
 # List all available recipes
 default:
     @just --list
\ No newline at end of file
diff --git a/src/basic_memory/__init__.py b/src/basic_memory/__init__.py
index c2d3e8d3..30897021 100644
--- a/src/basic_memory/__init__.py
+++ b/src/basic_memory/__init__.py
@@ -1,4 +1,7 @@
 """basic-memory - Local-first knowledge management combining Zettelkasten with knowledge graphs"""
 
+# Package version - updated by release automation
+__version__ = "0.13.1"
+
 # API version for FastAPI - independent of package version
-__version__ = "v0"
+__api_version__ = "v0"