# DocuElevate Milestones

**Last Updated:** 2026-02-08

This document outlines the release milestones, versioning strategy, and detailed feature breakdown for DocuElevate.

## Versioning Strategy

DocuElevate follows [Semantic Versioning 2.0.0](https://semver.org/):
- **MAJOR.MINOR.PATCH** (e.g., 1.2.3)
- **MAJOR:** Breaking changes or major architectural shifts
- **MINOR:** New features, backward-compatible
- **PATCH:** Bug fixes, security patches, backward-compatible

### Release Cadence
- **Patch releases:** As needed for critical bugs/security
- **Minor releases:** Every 6-8 weeks
- **Major releases:** Every 12-18 months

---

## Current Release: v0.5.0 (February 2026)

### Status: Stable
- Production-ready document processing
- Multi-provider storage support
- **Database-backed settings management with encryption**
- **Setup wizard for first-time configuration**
- **Admin UI for runtime configuration**
- **Automated semantic versioning and releases**
- OAuth2 authentication with admin group support
- Basic web UI and REST API

### Important Note on Versioning
As of February 2026, DocuElevate uses **automated semantic versioning**:
- Version management handled by `python-semantic-release`
- Releases automated via GitHub Actions on merge to main
- Version bumps determined by conventional commit messages
- `VERSION` and `CHANGELOG.md` automatically updated
- GitHub Releases created automatically with release notes

---

## Previous Releases

### v0.3.3 (February 2026)
- Drag-and-drop file upload on Files page
- Enhanced upload UI and functionality

### v0.3.2 (February 2026)
- Security hardening (Authlib/Starlette updates)
- Testing infrastructure implementation
- CI/CD improvements

---

## Completed Milestones

### v0.5.0 - Settings Management & Configuration (February 2026)
**Release Date:** February 8, 2026
**Status:** ✅ Released
**Theme:** Configuration Management, Security, User Experience

#### Goals
- [x] **Implement database-backed settings management**
- [x] **Add encryption for sensitive configuration**
- [x] **Create setup wizard for first-time installation**
- [x] Complete settings UI with admin access
- [x] Integrate with existing authentication system

#### Deliverables
- [x] **Settings management UI at /settings**
- [x] **Setup wizard at /setup**
- [x] **Fernet encryption for sensitive settings**
- [x] **Source indicators (DB/ENV/DEFAULT)**
- [x] **Complete settings documentation**
- [x] **Framework analysis (FRAMEWORK_ANALYSIS.md)**
- [x] REST API for settings management
- [x] Admin authentication and authorization
- [x] Comprehensive test coverage

#### New Features
- **Settings Management System**: Web-based admin UI for viewing and editing 102 application settings across 10 categories
- **Encryption**: Fernet symmetric encryption for sensitive values (passwords, API keys, tokens) with key derived from SESSION_SECRET
- **Setup Wizard**: 3-step wizard for first-time configuration (Infrastructure → Security → AI Services)
- **Precedence System**: Settings resolved in order: Database > Environment Variables > Defaults
- **Source Indicators**: Visual badges showing where each setting value originates (🟢 DB, 🔵 ENV, ⚪ DEFAULT)
- **Admin Access Control**: OAuth admin group support and proper decorator pattern for authorization

---

### v0.3.3 - Drag-and-Drop Upload (February 2026)
**Release Date:** February 8, 2026
**Status:** ✅ Released
**Theme:** User Experience Enhancement

#### Goals
- [x] Add drag-and-drop file upload to Files view
- [x] Refactor upload logic for maintainability
- [x] Improve visual feedback during file interactions

#### Deliverables
- [x] Drag-and-drop upload functionality in Files view
- [x] Reusable `upload.js` module for code DRYness
- [x] Visual drop overlay and progress modal
- [x] Enhanced upload error handling

---

### v0.3.2 - Security & Testing Hardening (February 2026)
**Release Date:** February 6, 2026
**Status:** ✅ Released
**Theme:** Security, Quality, Testing

#### Goals
- [x] Fix critical security vulnerabilities (authlib, starlette)
- [x] Implement comprehensive test suite
- [x] Add security scanning (CodeQL, Bandit)
- [x] Improve CI/CD pipeline

#### Deliverables
- [x] SECURITY_AUDIT.md documentation
- [x] pytest configuration and fixtures
- [x] API integration tests
- [x] Configuration validation tests
- [x] Updated CI/CD workflows
- [x] Pre-commit hooks configuration

---

## Upcoming Milestones

### v0.6.0 - Enhanced Search & UI Improvements (April 2026)
**Target Date:** April 1, 2026
**Status:** 📋 Planned
**Theme:** User Experience, Search, Performance

#### Goals
- Implement full-text search across documents
- Responsive mobile interface
- Dark mode support
- Document preview in browser
- Performance optimizations
- Improved error handling and user feedback

#### Deliverables
- Full-text search API and UI
- Advanced filtering capabilities
- Responsive CSS framework integration
- Dark mode toggle
- In-browser document viewer
- Loading states and progress indicators
- Performance benchmarks
- Mobile-optimized interface

#### Breaking Changes
- API response format changes for search endpoints (documented)

#### Migration Path
- Search endpoint changes will be versioned (/api/v1/search → /api/v2/search)
- Old endpoints deprecated but functional for 2 releases

---

### v0.4.5 - Workflow Automation (June 2026)
**Target Date:** June 1, 2026
**Status:** 📋 Planned
**Theme:** Automation, Integration, Webhooks

#### Goals
- Custom processing pipelines
- Conditional routing based on document type
- Webhook support for external integrations
- Rule-based classification
- Scheduled batch processing

#### Deliverables
- Pipeline configuration UI
- Webhook management interface
- Rule engine for document routing
- Batch processing scheduler
- Integration examples and templates
- Webhook payload documentation

---

### v0.7.0 - Advanced AI & Multi-language (August 2026)
**Target Date:** August 1, 2026
**Status:** 📋 Planned
**Theme:** AI Enhancement, Internationalization

#### Goals
- Custom AI model support
- Multi-language OCR
- Document similarity detection
- Duplicate detection
- UI internationalization (i18n)
- API localization

#### Deliverables
- Custom model integration API
- Multi-language OCR configuration
- Similarity algorithm implementation
- Duplicate detection service
- Translation framework (10+ languages)
- Localized documentation

---

### v1.0.0 - Enterprise Edition (November 2026)
**Target Date:** November 1, 2026
**Status:** 📋 Planned
**Theme:** Enterprise Features, Scalability, Multi-tenancy

This is our first major release, marking production-ready enterprise capabilities.

#### Goals
- Multi-tenancy and organization management
- Role-based access control (RBAC)
- Horizontal scaling support
- Comprehensive audit logging
- SLA monitoring and alerting
- Professional support offerings

#### Deliverables
- **Multi-tenancy**
  - Organization/team management UI
  - Per-tenant configuration and branding
  - Resource quotas and billing integration
  - Tenant isolation at database level

- **Access Control**
  - RBAC with customizable roles
  - Permission management UI
  - API key management per organization
  - SSO integration (SAML, LDAP)

- **Scalability**
  - Horizontal scaling documentation
  - Load balancer configuration
  - Distributed caching
  - Database replication support
  - Message queue clustering

---

## Release Process

### Automated Semantic Versioning (v0.6.0+)
Starting with v0.6.0, releases are fully automated using `python-semantic-release`:

1. **Commit with Conventional Format**: Use conventional commit messages (feat, fix, etc.)
2. **Merge to Main**: PR merges trigger semantic-release workflow
3. **Automated Analysis**: semantic-release determines version from commits
4. **Automatic Updates**:
   - Updates `VERSION` file
   - Generates/updates `CHANGELOG.md`
   - Creates Git tag (e.g., `v0.6.0`)
   - Creates GitHub Release with notes
   - Triggers Docker image builds
5. **No Manual Steps**: VERSION and CHANGELOG are never edited manually

### Version Bump Rules
- `feat:` commits → Minor version (0.5.0 → 0.6.0)
- `fix:`, `perf:` → Patch version (0.5.0 → 0.5.1)
- `feat!:`, `BREAKING CHANGE:` → Major version (0.5.0 → 1.0.0)
- Other types (docs, chore, etc.) → No version bump

### Pre-release Checklist (Automated)
- [ ] All tests passing
- [ ] Security scan passed
- [ ] Code review completed
- [ ] Documentation updated
- [ ] CHANGELOG.md updated
- [ ] Migration guide (if breaking changes)
- [ ] Release notes drafted
- [ ] Version numbers bumped
- [ ] Docker images built and tested

### Release Artifacts
- Source code (GitHub)
- Docker images (Docker Hub)
- PyPI package (future)
- Helm charts (future)
- Documentation site update

---

## Version History

| Version | Release Date | Theme | Status |
|---------|-------------|-------|--------|
| v0.1.0 | 2024-Q1 | Initial Release | Released |
| v0.2.0 | 2024-Q3 | Multi-provider Support | Released |
| v0.3.0 | 2025-Q4 | UI & Authentication | Released |
| v0.3.1 | 2026-01-15 | OAuth2 Integration | Released |
| v0.3.2 | 2026-02-06 | Security Updates | Released |
| v0.3.3 | 2026-02-08 | Drag-and-Drop Upload | Released |
| v0.5.0 | 2026-02-08 | **Settings & Encryption** | **Released** |
| v0.6.0 | 2026-04 | Search & UX | Planned |
| v0.7.0 | 2026-08 | Advanced AI | Planned |
| v1.0.0 | 2026-11 | Enterprise | Planned |
| v2.0.0 | 2027-Q3 | Platform Expansion | Future |

---

## Support & EOL Policy

### Active Support
- Current stable release: Full support (bug fixes, security patches, features)
- Previous minor release: Security patches only
- Older versions: Community support only

### End of Life (EOL)
- Minor versions: EOL when 2 newer minor versions released
- Major versions: EOL 18 months after next major version

### Security Patches
- Critical vulnerabilities: Patched within 48 hours
- High severity: Patched within 1 week
- Medium/Low: Included in next regular release

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*This milestone document is updated regularly. For real-time status, check our [GitHub Projects](https://github.com/christianlouis/DocuElevate/projects) board.*
