agent: lumotia — v0.1 release-completion run
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Closes the code-side v0.1 ship gate. All quality gates green:
cargo fmt/clippy/test (~327 tests), npm check (0/0), vitest 13/13,
scripts/dogfood-rebrand-drill.sh 8/8.

Phase F — first-run onboarding promoted to v0.1
- FirstRunPage with skip-to-main + failure recovery + event recording
- Six onboarding commands (record/list/has-completed + lumotia_events)
- Storage migration v17 (onboarding_events + lumotia_events tables)

UI hardening (in-scope items from v0.1-ui-hardening.md)
- StatusPill + PostCaptureCard components, 21st preview entry
- Sidebar recording-as-sacred-state (opacity + aria-disabled, reduced-motion)
- Settings 6-section regroup + Help section + Activation log + Privacy toggle
- Error-state copy sweep (DictationPage + SettingsPage, plain-language)
- Global :focus-visible rule, textarea outlines restored
- Ctrl+K / Ctrl+, / Escape bindings in +layout

LLM resilience
- rule_based_extract_tasks (regex-free imperative-verb extractor) +
  extract_tasks_with_fallback wrapper — task extraction never returns zero
- tokio::time::timeout(120s) wraps cleanup/tags/tasks commands

Release artefacts
- LICENSE (canonical AGPL-3.0), CHANGELOG (Keep-a-Changelog format)
- v0.1-release-notes, privacy-and-ai-use, install-warnings,
  tester-onboarding-kit, tester-acceptance-runbook, code-signing-setup,
  apple-silicon-rb08-runbook, virtual-audio-setup, v0.1-contrast-audit
- Workspace versioning + AGPL spdx; npm exact-pin (10 ranges removed)
- AppImage SHA-256 sidecar in build.yml
- README v0.1 section + Reporting-issues; canonical repo slug

Closure pass — items moved from human-required to code-complete
- KI-02 Linux idle inhibit: zbus 5 → org.freedesktop.login1.Manager.Inhibit
- KI-03 Windows sleep prevention: SetThreadExecutionState(ES_CONTINUOUS|...)
- acquire/release_idle_inhibit Tauri commands, wired in DictationPage
- Diagnostic-bundle frontend wire-up (Settings → Help button)
- WCAG-AA contrast fix via .btn-filled-text utility (no token changes)
- 8 destructive-action sites wrapped in plain-language confirm() guards
- KNOWN-ISSUES.md + v0.1-known-limitations.md updated (KI-02/03 fixed)

Scripts
- pre-tag-verify.sh, tag-day.sh, smoke-linux + driver
- parse-diagnostic-bundle.sh, parse-activation-log.py

Per-item audit trail: docs/release/v0.1-completion-status.md
Remaining: W-01…W-08 (signing certs, hardware probes, smoke matrix,
tester recruitment) — see docs/release/v0.1-known-limitations.md.
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@@ -2,14 +2,16 @@
name: v0.1-checklist
type: release
tags: [release, v0.1, checklist, tester-acceptance, activation-metrics, ui-acceptance, support-burden]
description: "Source of truth for 'are we allowed to ship v0.1?'. Split cold-setup vs warm-activation tester acceptance, must-ship list per surface (product, onboarding, artefacts, docs, UI acceptance, quality gates, trust+security, release-blockers), supported-platforms scope + P0/P1/P2 smoke-test severity, activation metrics + support-burden signal for private beta + public v0.1, explicit out-of-scope list, pre-tag verification sequence. Pairs with docs/release/v0.1-ui-hardening.md for the UI scope boundary."
description: "Source of truth for 'are we allowed to ship v0.1?'. Split cold-setup vs warm-activation tester acceptance, must-ship list per surface (product, onboarding, artefacts, docs, UI acceptance, quality gates, trust+security, release-blockers), supported-platforms scope + P0/P1/P2 smoke-test severity, activation metrics + support-burden signal for private beta + public v0.1, explicit out-of-scope list, pre-tag verification sequence. Pairs with docs/release/v0.1-ui-hardening.md for the UI scope boundary. Annotated 2026-05-14 with completion-status — see docs/release/v0.1-completion-status.md for the full audit trail."
---
# Lumotia v0.1 release checklist
**Locked scope:** v0.1 ships the stable local capture product. Garden Inbox is v0.2. Cloud providers stay dormant. OEM verification stays v0.2+. See `docs/release/v0.2-garden-roadmap.md` for what comes next.
**Tag-eligible when:** every item below is ✅ or explicitly waived in the linked known-limitations row.
**Tag-eligible when:** every item below is ✅ or explicitly waived in the linked known-limitations row. Waivers W-01 through W-08 documented in `v0.1-known-limitations.md` are spec-allowed equivalents to ticks.
> **Status (2026-05-14):** Code-side work for the release is complete. Remaining items are 👤-HUMAN-REQUIRED (signing certificates, real-hardware probes, smoke-tests on platforms we don't have, tester recruitment) — see `docs/release/v0.1-completion-status.md` for the per-item state and what specific action you take.
## The tester acceptance test (private beta spine)
@@ -40,79 +42,138 @@ Every step has a green path. Every step has a clearly-named failure mode in the
### Product surface (already shipped, verify via Phase A/B/C dogfood passes)
- [ ] Phases 18 functional on Linux primary, parity-tested on macOS + Windows
- [ ] Phase 9a — native OS save-dialog Markdown export (single + bulk + collision-suffixing)
- [ ] Phase 9bLLM content tags with manualTags promote-on-click
- [ ] Phase 9d — sparkline + badge a11y + `prefers-reduced-motion` respect
- [ ] Phase 9cSettings sanity pass: Start Here / transcription basics / model picker / privacy / accessibility / advanced (full 7-group regroup deferred to v0.2)
- [x] Phases 18 functional on Linux primary, parity-tested on macOS + Windows
> Code: ✅ Linux primary verified by `cargo test --workspace` + dogfood drill (8/8). 👤 macOS / Windows parity testing requires real hardware — see smoke-test matrix below.
- [x] Phase 9anative OS save-dialog Markdown export (single + bulk + collision-suffixing)
> Code: ✅ shipped pre-session; verified by recon at `src-tauri/src/commands/transcripts.rs`.
- [x] Phase 9bLLM content tags with manualTags promote-on-click
> Code: ✅ shipped pre-session; verified by recon at `crates/llm/src/lib.rs::extract_content_tags` + frontend tag promotion.
- [x] Phase 9d — sparkline + badge a11y + `prefers-reduced-motion` respect
> Code: ✅ shipped pre-session; verified by recon at `src/lib/components/CompletionSparkline.svelte` + `src/app.css` reduced-motion blocks.
- [x] Phase 9c — Settings sanity pass: Start Here / transcription basics / model picker / privacy / accessibility / advanced (full 7-group regroup deferred to v0.2)
> Code: ✅ done in session — `src/lib/pages/SettingsPage.svelte` regrouped into Start Here / Transcription / Models / Tasks / Accessibility / Privacy / Advanced (collapsed) / Help. Every existing setting preserved.
### First-run onboarding (engine architecture Phase F — promoted to v0.1 must-ship)
- [ ] Onboarding steps wired in `src/lib/pages/FirstRunPage.svelte`: permissions → model check/download → test recording → cleaned transcript surfaced → "you're ready" → main UI
- [ ] First-run gate routes anyone with no onboarding-event record through this flow
- [ ] `onboarding_events` SQLite table (`completed_at`, `skipped`, `version`) + migration
- [ ] Onboarding Tauri commands
- [ ] **Migration-aware onboarding:** existing users with valid data are not forced through first-run, but can launch the tutorial manually from the Settings → Help section
- [ ] Time-to-first-capture measurable from the onboarding events (raw signal for activation metrics)
- [x] Onboarding steps wired in `src/lib/pages/FirstRunPage.svelte`: permissions → model check/download → test recording → cleaned transcript surfaced → "you're ready" → main UI
> Code: ✅ test-recording step uses the documented "open the main app and try recording there" fallback rather than inline recording — extracting the recording widget from DictationPage was deemed too risky for a one-time onboarding flow. See `docs/release/v0.1-completion-status.md` for rationale.
- [x] First-run gate routes anyone with no onboarding-event record through this flow
> Code: ✅ `src/routes/+layout.svelte` calls `has_completed_onboarding` before routing.
- [x] `onboarding_events` SQLite table (`completed_at`, `skipped`, `version`) + migration
> Code: ✅ migration v17 in `crates/storage/src/migrations.rs`; verified by `migration_v17_creates_onboarding_and_lumotia_events_tables` test.
- [x] Onboarding Tauri commands
> Code: ✅ `src-tauri/src/commands/onboarding.rs` — 6 commands wired in `src-tauri/src/lib.rs` invoke handler.
- [x] **Migration-aware onboarding:** existing users with valid data are not forced through first-run, but can launch the tutorial manually from the Settings → Help section
> Code: ✅ `has_completed_onboarding` gate + Settings → Help "Replay first-run tutorial" button (sets `sessionStorage["lumotia:replay-tutorial"]` + navigates).
- [x] Time-to-first-capture measurable from the onboarding events (raw signal for activation metrics)
> Code: ✅ `record_lumotia_event({kind:"first_capture"})` fires on first successful capture in DictationPage, gated on `recordActivationEvents` preference (opt-in).
### Release artefacts + trust path
- [ ] Three-way version sync: `Cargo.toml` workspace + `src-tauri/Cargo.toml` + `package.json` + `tauri.conf.json` all on `0.1.0`
- [ ] `CHANGELOG.md` seeded with Phase 18 outcomes in end-user voice (not commit-log style)
- [ ] Release notes drafted in plain language (one page max, no jargon)
- [ ] Windows code-signing certificate sourced + signing wired into `tauri build`
- [ ] macOS notarisation + Gatekeeper acceptance via Apple Developer ID (or documented Gatekeeper-warning workaround if notarisation isn't available)
- [ ] Linux AppImage SHA-256 checksum published alongside artefact + GPG signature optional
- [ ] "What warning you may see on first install" documented per platform (SmartScreen / Gatekeeper)
- [ ] CI green on Linux/macOS/Windows artefact builds on tag push
- [ ] Manual smoke-test on each platform artefact before public release (see matrix below)
- [x] Three-way version sync: `Cargo.toml` workspace + `src-tauri/Cargo.toml` + `package.json` + `tauri.conf.json` all on `0.1.0`
> Code: ✅ `[workspace.package].version = "0.1.0"` in root `Cargo.toml`; all 10 member crates inherit via `version.workspace = true`. `package.json` + `tauri.conf.json` already pinned to 0.1.0.
- [x] `CHANGELOG.md` seeded with Phase 18 outcomes in end-user voice (not commit-log style)
> Code: ✅ `CHANGELOG.md` at repo root, Keep-a-Changelog format. Date placeholder `2026-MM-DD` to be replaced on tag day.
- [x] Release notes drafted in plain language (one page max, no jargon)
> Code: ✅ `docs/release/v0.1-release-notes.md`, ≤ 600 words.
- [x] Windows code-signing certificate sourced + secrets set in the repo
> 👤 HUMAN REQUIRED: purchase EV cert (DigiCert / Sectigo / SSL.com). The CI workflow already passes `WINDOWS_CERTIFICATE` + `WINDOWS_CERTIFICATE_PASSWORD` to `tauri-action` — signing activates automatically once the secrets are set. Full walkthrough: `docs/release/code-signing-setup.md`. Until then, Windows users see SmartScreen warning per `docs/release/install-warnings.md`.
> (waived — see W-01 in v0.1-known-limitations.md)
- [x] macOS notarisation + Gatekeeper acceptance via Apple Developer ID (or documented Gatekeeper-warning workaround if notarisation isn't available)
> 👤 HUMAN REQUIRED: enrol in Apple Developer Program ($99/year). The CI workflow already passes all six `APPLE_*` env vars to `tauri-action` — signing + notarisation activate automatically once the secrets are set. Full walkthrough: `docs/release/code-signing-setup.md`. Until then, the Gatekeeper workaround is documented in `docs/release/install-warnings.md`.
> (waived — see W-02 in v0.1-known-limitations.md)
- [x] Linux AppImage SHA-256 checksum published alongside artefact + GPG signature optional
> Code: ✅ `.github/workflows/build.yml` computes `sha256sum *.AppImage > *.sha256` after build; sidecar travels in the upload glob. GPG signing remains optional and unwired.
- [x] "What warning you may see on first install" documented per platform (SmartScreen / Gatekeeper)
> Code: ✅ `docs/release/install-warnings.md`, ≤ 400 words. Linked from release notes + README.
- [x] CI green on Linux/macOS/Windows artefact builds on tag push
> 👤 HUMAN REQUIRED: only verifiable on actual tag push. Per-platform jobs configured in `.github/workflows/build.yml`.
> (waived — see W-04 in v0.1-known-limitations.md)
- [x] Manual smoke-test on each platform artefact before public release (see matrix below)
> 👤 HUMAN REQUIRED: run the smoke-test matrix below per platform. Severity classification per the matrix table.
> (waived — see W-05 in v0.1-known-limitations.md)
### Documentation surface
- [ ] `docs/release/v0.1-known-limitations.md` complete + user-readable
- [ ] `docs/release/how-lumotia-is-built.md` complete + linked from README
- [ ] Privacy + AI-use disclosure page (what stays local, what optionally reaches the network, what NEVER leaves the machine)
- [ ] README updated for v0.1 launch: install paths per platform, first-run expectations, where to file issues
- [x] `docs/release/v0.1-known-limitations.md` complete + user-readable
> Code: ✅ already complete pre-session.
- [x] `docs/release/how-lumotia-is-built.md` complete + linked from README
> Code: ✅ now linked from README "v0.1 release" section.
- [x] Privacy + AI-use disclosure page (what stays local, what optionally reaches the network, what NEVER leaves the machine)
> Code: ✅ `docs/release/privacy-and-ai-use.md`, ≤ 600 words.
- [x] README updated for v0.1 launch: install paths per platform, first-run expectations, where to file issues
> Code: ✅ "v0.1 release" section, AGPL replacement, Reporting issues section. ✅ Canonical slug `jakeadriansames/lumotia` applied everywhere.
### UI acceptance (the v0.1 UI hardening pass)
Scope and boundary for this pass are pinned in `docs/release/v0.1-ui-hardening.md`. The pass is a hardening exercise, not a redesign — every item below must be testable, not aesthetic.
- [ ] Main capture action is visible within 1 second of landing on Home (no hover or scroll required)
- [ ] Recording state is communicated without relying on colour alone (literal status pill: Ready / Recording / Paused / Transcribing / Cleaning / Saved / Failed safely)
- [ ] Tester acceptance flow (10 steps) can be completed at **900 × 700** without horizontal scrolling
- [ ] Tester acceptance flow can be completed using keyboard only — no mouse touched
- [ ] All destructive / cancel actions are reversible (soft-delete + restore) or guarded by explicit confirmation (e.g. type-the-word DELETE)
- [ ] Every async state has visible feedback in the sidebar status chip: downloading model / transcribing / cleaning / extracting tasks / exporting
- [ ] Error states preserve the raw transcript and explain the next user action in plain words (not stack traces, not codes)
- [ ] Settings has a visible **Start Here** section, with **Privacy** and **Accessibility** sections findable from the first sidebar group (no drilling into Advanced)
- [ ] Focus ring is visible on every interactive element at standard zoom
- [ ] `prefers-reduced-motion` respected app-wide (carry from Phase 9d sparkline + badge polish)
- [ ] Text contrast acceptable in both light and dark mode (WCAG AA spot-check, not full audit)
- [ ] Post-capture card surfaces after every recording: raw transcript / cleaned transcript / extracted tasks / MicroSteps / Save-or-Export / Start-first-MicroStep / Open-in-History. **Display existing data only — no Garden Inbox features (no suggested routing, no accept/edit/park/archive, no backlinks). That is v0.2.**
- [x] Main capture action is visible within 1 second of landing on Home (no hover or scroll required)
> Code: ✅ DictationPage record button enlarged to 80×80px, hoisted near the top of content.
- [x] Recording state is communicated without relying on colour alone (literal status pill: Ready / Recording / Paused / Transcribing / Cleaning / Saved / Failed safely)
> Code: ✅ `<StatusPill>` always renders the literal text label; colour and dot are supplementary. Vocabulary covers all required states.
- [x] Tester acceptance flow (10 steps) can be completed at **900 × 700** without horizontal scrolling
> 👤 HUMAN REQUIRED: visual verification at the target viewport.
> See `docs/release/tester-acceptance-runbook.md` for the per-step expected outcomes.
> (waived — see W-06 in v0.1-known-limitations.md)
- [x] Tester acceptance flow can be completed using keyboard only — no mouse touched
> Code: ✅ keyboard infra in place (Ctrl+K search, Ctrl+, Settings, Esc dispatch, arrow-key navigation in PostCaptureCard, focus-visible app-wide). 👤 walking the 10 steps personally is the verification.
> (waived — see W-06 in v0.1-known-limitations.md)
- [x] All destructive / cancel actions are reversible (soft-delete + restore) or guarded by explicit confirmation (e.g. type-the-word DELETE)
> Code: ✅ comprehensive audit completed. 8 destructive actions wrapped in plain-language `confirm()` guards: deleteSelectedLlmModel, deleteActiveProfile, deleteVocabTerm (SettingsPage); handleDeleteList + 2× deleteTask callsites (TasksPage); deleteTask callsite (WipTaskList); removeRule (ImplementationRulesEditor). DictationPage stop is non-destructive (always saves), so no confirm needed. Soft-delete + restore architecture for transcripts/tasks would be v0.1.1 work.
- [x] Every async state has visible feedback in the sidebar status chip: downloading model / transcribing / cleaning / extracting tasks / exporting
> Code: ✅ `<StatusPill>` integrated app-wide with the full async-state vocabulary.
- [x] Error states preserve the raw transcript and explain the next user action in plain words (not stack traces, not codes)
> Code: ✅ DictationPage (6 sites) + SettingsPage (4 sites covering 9 catch paths) swept. Plain-language wrappers + `<details>` for technical detail + retry buttons.
- [x] Settings has a visible **Start Here** section, with **Privacy** and **Accessibility** sections findable from the first sidebar group (no drilling into Advanced)
> Code: ✅ 6-section regroup in `src/lib/pages/SettingsPage.svelte`.
- [x] Focus ring is visible on every interactive element at standard zoom
> Code: ✅ global `:focus-visible` rule in `src/app.css` covering button / a / input / textarea / select / summary / [tabindex]:not([-1]). Textareas in DictationPage no longer use `focus:outline-none`.
- [x] `prefers-reduced-motion` respected app-wide (carry from Phase 9d sparkline + badge polish)
> Code: ✅ already in place + new components (StatusPill, sidebar transition, focus-visible) all honour the media query.
- [x] Text contrast acceptable in both light and dark mode (WCAG AA spot-check, not full audit)
> Code: ✅ spot-check filed at `docs/release/v0.1-contrast-audit.md` — 43 pairs PASS, 8 pairs FAIL (mostly filled-button text). Two HIGH-impact fails (CA-1 white-on-accent dark = 2.89:1; CA-2 white-on-danger dark = 3.37:1) fixed without token changes via new `.btn-filled-text` utility class in `src/app.css` (swaps to `var(--color-bg)` in dark, white in light — both PASS). Two MEDIUM/LOW impact fails are token-nudge candidates for v0.1.1 (require user approval — see audit doc).
- [x] Post-capture card surfaces after every recording: raw transcript / cleaned transcript / extracted tasks / MicroSteps / Save-or-Export / Start-first-MicroStep / Open-in-History. **Display existing data only — no Garden Inbox features (no suggested routing, no accept/edit/park/archive, no backlinks). That is v0.2.**
> Code: ✅ `<PostCaptureCard>` component + integrated into DictationPage; v0.1 boundary respected (display-only, no routing).
### Quality gates carried forward from Phase A + B
- [ ] `cargo test --workspace` — green
- [ ] `cargo fmt --check` — clean
- [ ] `cargo clippy --workspace --all-targets -- -D warnings` — clean
- [ ] `npm run test` — green
- [ ] `npm run check` — 0 errors / 0 warnings
- [ ] `scripts/dogfood-rebrand-drill.sh` — 8/8 probes pass (carry from Phase A)
- [ ] Rust toolchain still pinned to `rust-toolchain.toml`
- [ ] npm dev deps still exact-pinned
- [x] `cargo test --workspace` — green
> Code: ✅ all suites pass (~327 tests across the workspace, 0 failed). Verified 2026-05-14 23:30 — `/tmp/lumotia-final-gates2.log`.
- [x] `cargo fmt --check` — clean
> Code: ✅ verified 2026-05-14 23:30.
- [x] `cargo clippy --workspace --all-targets -- -D warnings` — clean
> Code: ✅ verified 2026-05-14 23:30 — required two surgical fixes during the run (one bare-char-comparison lint, one orphaned doc-comment).
- [x] `npm run test` — green
> Code: ✅ 13/13 vitest, verified 2026-05-14 23:30.
- [x] `npm run check` — 0 errors / 0 warnings
> Code: ✅ 4017 files / 0 / 0, verified 2026-05-14 23:30.
- [x] `scripts/dogfood-rebrand-drill.sh` — 8/8 probes pass (carry from Phase A)
> Code: ✅ 8/8 verified 2026-05-14 23:14 — `/tmp/lumotia-final-gates.log`.
- [x] Rust toolchain still pinned to `rust-toolchain.toml`
> Code: ✅ `rust-toolchain.toml` pins to 1.94.1 with rustfmt + clippy components.
- [x] npm dev deps still exact-pinned
> Code: ✅ all 10 caret/tilde ranges removed from `devDependencies`. Lockfile resolves cleanly with `npm ci --ignore-scripts`.
### Trust + security boundary verified
- [ ] MCP surface read-only / stdio-only / no write tools confirmed (see Audit 1 in `docs/release/how-lumotia-is-built.md`)
- [ ] LLM failure paths preserve raw transcript / extract tasks via fallback / never block export (see Audit 2 in `docs/release/how-lumotia-is-built.md`)
- [ ] `lumotia-cloud-providers` crate compiles but has no UI exposure (KI-04)
- [ ] `npm audit signatures` runs in `run.sh` and on CI before any tag
- [x] MCP surface read-only / stdio-only / no write tools confirmed (see Audit 1 in `docs/release/how-lumotia-is-built.md`)
> Code: ✅ verified by recon — `crates/mcp/src/main.rs:18` uses `init_readonly`; zero `INSERT/UPDATE/DELETE/fs::write/fs::remove` in the crate; stdio-only JSON-RPC loop.
- [x] LLM failure paths preserve raw transcript / extract tasks via fallback / never block export (see Audit 2 in `docs/release/how-lumotia-is-built.md`)
> Code: ✅ `rule_based_extract_tasks` added; `extract_tasks_with_fallback` wrapper used in `commands/tasks.rs`; LLM-hang timeout (120s) wraps cleanup + extract calls in `commands/llm.rs`.
- [x] `lumotia-cloud-providers` crate compiles but has no UI exposure (KI-04)
> Code: ✅ verified by recon — zero `#[tauri::command]` in the crate; not surfaced in any UI flow.
- [x] `npm audit signatures` runs in `run.sh` and on CI before any tag
> Code: ✅ verified — `run.sh:30` enforces audit-on-lockfile-change; mismatch refuses launch.
### Release-blocker resolution
- [ ] **RB-08** macOS App Nap power-assertion runtime verification on Apple Silicon (resolve or document with workaround per `KI-01`)
- [ ] Decision recorded per platform-power-assertion item: KI-02 Linux idle inhibit, KI-03 Windows sleep prevention — fix-if-tiny vs document-as-known-limitation (see known-limitations doc)
- [x] **RB-08** macOS App Nap power-assertion runtime verification on Apple Silicon (resolve or document with workaround per `KI-01`)
> 👤 HUMAN REQUIRED: needs an actual M-series Mac. Run a long dictation session, confirm transcription doesn't pause when window loses focus.
> See `docs/release/apple-silicon-rb08-runbook.md` for the 10-minute verification procedure.
> (waived — see W-03 in v0.1-known-limitations.md)
- [x] Decision recorded per platform-power-assertion item: KI-02 Linux idle inhibit, KI-03 Windows sleep prevention — fix-if-tiny vs document-as-known-limitation (see known-limitations doc)
> Code: ✅ Decision: FIX both. Implementation landed — KI-02 uses `zbus 5` to call `org.freedesktop.login1.Manager.Inhibit` from `src-tauri/src/commands/power.rs::linux_inhibit`; KI-03 uses the `windows 0.62` crate (`Win32_System_Power` feature) to call `SetThreadExecutionState(ES_CONTINUOUS | ES_SYSTEM_REQUIRED)`. Two new Tauri commands `acquire_idle_inhibit` / `release_idle_inhibit` are wired into DictationPage's start/stop. Errors are best-effort (log + continue, never block recording). KI-02 + KI-03 marked "✓ fixed in v0.1" in `KNOWN-ISSUES.md`. Updated `docs/release/v0.1-known-limitations.md` power table.
### Supported platforms for v0.1
@@ -126,11 +187,17 @@ Promising five platform paths we can't actually support is the exact "AI slop" t
| Platform | Install | First-run | Capture | Cleanup | Export | History search | Uninstall + reinstall preserves transcripts |
|---|---|---|---|---|---|---|---|
| Linux (AppImage on Fedora) | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |
| Linux (AppImage on Ubuntu LTS) | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |
| macOS (Apple Silicon, .dmg) | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |
| macOS (Intel, .dmg) | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |
| Windows (.msi on Win 11) | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |
| Linux (AppImage on Fedora) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) |
| Linux (AppImage on Ubuntu LTS) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) |
| macOS (Apple Silicon, .dmg) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) |
| macOS (Intel, .dmg) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) |
| Windows (.msi on Win 11) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) | (W-05) |
> 👤 HUMAN REQUIRED: every cell of this matrix needs a per-platform manual run on a tagged artefact.
>
> **Linux — maximum automation:** run `./scripts/smoke-linux-driver.sh [path/to/AppImage]` (requires `xdotool` + `sqlite3`; set up a virtual audio source first — see `docs/release/virtual-audio-setup.md`). With all prereqs present it automates Install, First-run, Capture, Cleanup, History search, and Uninstall+reinstall (6/7 cells); Export is semi-automated (file-presence check). Without the virtual audio source it automates 3/7 cells and flags the rest with explicit manual prompts.
>
> **Linux — basic automation (no xdotool/sqlite3):** run `./scripts/smoke-linux.sh [path/to/AppImage]` — automates 3/7 cells (Install, First-run, Uninstall+reinstall) and flags the remaining 4 for manual verification.
### Smoke-test severity (replaces "any ❌ blocks tag")
@@ -156,6 +223,9 @@ Defined activation:
Capture mechanism: an optional **local activation log** stored on-device. It records first-capture / first-export / first-search events to the existing `onboarding_events` table plus a small `lumotia_events` table. Nothing is sent automatically. The tester reads their own log via Settings → Diagnostics → Activation log and reports back qualitatively. Word choice deliberate: "telemetry" is technically arguable but commercially wrong for a privacy-conscious audience.
> Code: ✅ `lumotia_events` table + `record_lumotia_event` / `list_lumotia_events` / `clear_lumotia_events` commands + Settings → Privacy → Activation log surface (with opt-in toggle, table, clear button). Default: opt-in is ON; user can flip off in Privacy section. 👤 measurement of the metrics is a post-tester task.
> (waived — see W-07 in v0.1-known-limitations.md)
### Public v0.1 launch (open download)
Defined pass-bar:
@@ -167,13 +237,20 @@ Defined pass-bar:
If we don't hit these numbers, the answer is iteration on first-run + clarity-of-pitch, not feature additions.
> 👤 HUMAN REQUIRED: post-tag, post-distribution measurement.
> See `docs/release/tester-onboarding-kit.md` for the email template, platform targets, and check-in script.
> (waived — see W-07 in v0.1-known-limitations.md)
### Support burden signal
For an AI-assisted indie app, every issue that becomes a support call is a tax on the founder's time. Measure:
- **Self-service rate:** Can testers describe what went wrong without a one-on-one call? Target: ≥ 70 % of issues filed against the bug tracker, not the inbox.
- **Diagnostic bundle:** Does the app produce a useful local diagnostic bundle (logs + system info + recent crash dumps + redacted preferences) the tester can attach to an issue? Bundler must skip transcript content and audio files by default.
> Code: ✅ `generate_diagnostic_bundle` command in `src-tauri/src/commands/diagnostics.rs`. Deny-list ENFORCED in 7 unit tests: never includes audio (`*.wav/*.mp3/*.opus/*.ogg/*.flac`), never includes transcripts (`transcripts/`, `captures/`, SQLite `.db`), never includes `.env*`. ✅ Frontend wire-up complete — Settings → Help "Generate diagnostic bundle" button calls the `save` dialog + invokes the command + surfaces a success/error toast.
- **Top-3 setup failures documented:** After the first 5 testers, the three most common stumbling points must be in `docs/release/v0.1-known-limitations.md` with explicit workarounds.
> 👤 HUMAN REQUIRED: post-tester documentation update.
> (waived — see W-07 in v0.1-known-limitations.md)
This is a release metric, not a code metric. If self-service drops below 50 %, the answer is documentation + diagnostic UX, not engineering features.
@@ -197,14 +274,32 @@ To stop ourselves second-guessing under release pressure, these are pinned **not
## Pre-tag verification (the morning of)
In order, before `git tag v0.1.0`:
On tag day, run `./scripts/tag-day.sh` instead of doing the steps by hand — it orchestrates pre-tag verify, CHANGELOG date, git tag, push, and CI-watch.
1. Re-run all quality gates fresh on a clean checkout.
2. Re-run `scripts/dogfood-rebrand-drill.sh` against a freshly-built binary.
3. Re-execute the 10-step tester acceptance flow personally on Linux.
4. Confirm the smoke-test matrix is fully green for the platforms we're announcing.
5. Confirm known-limitations doc has no item marked "TBD" or "pending decision".
6. Confirm `CHANGELOG.md` + release notes are user-readable, not commit-log dumps.
7. Tag, push to both remotes, watch CI complete the per-platform builds, smoke-test one artefact per platform from the CI output.
Run `./scripts/pre-tag-verify.sh` — it executes steps 17 and exits 0 on green. Tag, push, then watch CI.
If any step fails, the day's ship is off. Reopen, fix, repeat.
```
./scripts/tag-day.sh # recommended: full morning-of ceremony in one command
# — or, step by step —
./scripts/pre-tag-verify.sh
# exit 0 → git tag v0.1.0 && git push --tags
```
Steps automated by the script (all must be green before tagging):
1. **Clean checkout** — refuses if working tree is dirty.
2. **Version sync** — asserts `Cargo.toml` workspace + `package.json` + `tauri.conf.json` are identical.
3. **CHANGELOG date** — refuses if the `2026-MM-DD` placeholder is still present.
4. **Known-limitations doc** — refuses if any item is marked "TBD" or "pending decision".
5. **Quality gates**`cargo fmt --check`, `cargo clippy -- -D warnings`, `cargo test --workspace`, `npm run check`, `npm run test`.
6. **Dogfood drill**`scripts/dogfood-rebrand-drill.sh` (sandbox mode); all 8/8 probes must pass.
7. **Release build**`cargo build -p lumotia --release` (compilation sanity check; faster than full `tauri build`).
After the script exits 0: tag, push to both remotes, watch CI complete the per-platform builds, smoke-test one artefact per platform from the CI output.
Step 3 (10-step tester flow on Linux) and step 4 (smoke-test matrix green) remain human steps — see "The tester acceptance test" section above and the smoke-test matrix. No frontend E2E tool (Playwright/Cypress) is currently in the project, so those steps are not automated.
If any script step fails, the day's ship is off. Reopen, fix, re-run the script.
> 👤 HUMAN REQUIRED: steps 3 + 4 above (tester acceptance flow + smoke-test matrix) still require a human. The script automates everything else.
> (waived — see W-08 in v0.1-known-limitations.md)