Merge branch 'main' into copilot/implement-database-backed-settings-page
This commit is contained in:
Christian Krakau-Louis
+22
-181
@@ -39,17 +39,15 @@ DocuElevate follows [Semantic Versioning 2.0.0](https://semver.org/):
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- Enhanced upload UI and functionality
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### v0.3.2 (February 2026)
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- Production-ready document processing
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- Multi-provider storage support
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- Basic web UI and REST API
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- OAuth2 authentication
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- Security hardening (Authlib/Starlette updates)
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- Testing infrastructure implementation
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- CI/CD improvements
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---
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## Upcoming Milestones
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## Completed Milestones
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### v0.5.0 - Settings Management & Configuration (February 2026)
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**Target Date:** February 15, 2026
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**Release Date:** February 8, 2026
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**Status:** ✅ Released
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**Theme:** Configuration Management, Security, User Experience
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@@ -80,23 +78,6 @@ DocuElevate follows [Semantic Versioning 2.0.0](https://semver.org/):
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- **Source Indicators**: Visual badges showing where each setting value originates (🟢 DB, 🔵 ENV, ⚪ DEFAULT)
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- **Admin Access Control**: OAuth admin group support and proper decorator pattern for authorization
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#### Technical Improvements
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- Fixed /settings redirect loop issue
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- Added cryptography>=41.0.0 dependency
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- Created encryption utilities (app/utils/encryption.py)
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- Implemented settings service with auto-encrypt/decrypt
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- Built responsive wizard UI with progress indicators
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- Comprehensive test coverage for settings functionality
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#### Breaking Changes
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- None
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#### Migration Notes
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- Setup wizard automatically appears for fresh installations
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- Existing installations can skip wizard
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- All settings remain backward compatible with environment variables
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- Database settings override environment variables when present
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---
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### v0.3.3 - Drag-and-Drop Upload (February 2026)
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@@ -104,75 +85,42 @@ DocuElevate follows [Semantic Versioning 2.0.0](https://semver.org/):
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**Status:** ✅ Released
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**Theme:** User Experience Enhancement
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#### Features
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- Drag-and-drop file upload on Files page
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- Visual drop overlay with animations
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- Upload progress modal
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- Shared upload JavaScript module
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#### Goals
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- [x] Add drag-and-drop file upload to Files view
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- [x] Refactor upload logic for maintainability
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- [x] Improve visual feedback during file interactions
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#### Deliverables
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- [x] Drag-and-drop upload functionality in Files view
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- [x] Reusable `upload.js` module for code DRYness
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- [x] Visual drop overlay and progress modal
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- [x] Enhanced upload error handling
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---
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### v0.3.2 - Security & Testing Hardening (February 2026)
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**Target Date:** February 15, 2026
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**Release Date:** February 8, 2026
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**Release Date:** February 6, 2026
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**Status:** ✅ Released
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**Theme:** Security, Quality, Testing, Configuration Management
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**Theme:** Security, Quality, Testing
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#### Goals
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- [x] Fix critical security vulnerabilities (authlib, starlette)
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- [x] Implement comprehensive test suite
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- [x] Add security scanning (CodeQL, Bandit)
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- [x] Improve CI/CD pipeline
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- [x] **Implement database-backed settings management**
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- [x] **Add encryption for sensitive configuration**
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- [x] **Create setup wizard for first-time installation**
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- [ ] Achieve 60% test coverage (ongoing)
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- [ ] Add pre-commit hooks (ongoing)
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- [ ] Update all dependencies to latest secure versions (ongoing)
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#### Deliverables
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- [x] SECURITY_AUDIT.md documentation
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- [x] pytest configuration and fixtures
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- [x] API integration tests
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- [x] Configuration validation tests
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- [x] **Settings management UI at /settings**
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- [x] **Setup wizard at /setup**
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- [x] **Fernet encryption for sensitive settings**
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- [x] **Source indicators (DB/ENV/DEFAULT)**
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- [x] **Complete settings documentation**
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- [x] **Framework analysis (FRAMEWORK_ANALYSIS.md)**
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- [ ] Task processing tests (ongoing)
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- [ ] Storage provider integration tests (ongoing)
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- [x] Updated CI/CD workflows
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- [ ] Security best practices guide (ongoing)
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#### New Features
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- **Settings Management System**: Web-based admin UI for viewing and editing 102 application settings across 10 categories
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- **Encryption**: Fernet symmetric encryption for sensitive values (passwords, API keys, tokens) with key derived from SESSION_SECRET
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- **Setup Wizard**: 3-step wizard for first-time configuration (Infrastructure → Security → AI Services)
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- **Precedence System**: Settings resolved in order: Database > Environment Variables > Defaults
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- **Source Indicators**: Visual badges showing where each setting value originates (🟢 DB, 🔵 ENV, ⚪ DEFAULT)
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- **Admin Access Control**: OAuth admin group support and proper decorator pattern for authorization
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#### Technical Improvements
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- Fixed /settings redirect loop issue
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- Added cryptography>=41.0.0 dependency
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- Created encryption utilities (app/utils/encryption.py)
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- Implemented settings service with auto-encrypt/decrypt
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- Built responsive wizard UI with progress indicators
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- Comprehensive test coverage for settings functionality
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#### Breaking Changes
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- None
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#### Migration Notes
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- Setup wizard automatically appears for fresh installations
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- Existing installations can skip wizard
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- All settings remain backward compatible with environment variables
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- Database settings override environment variables when present
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- [x] Pre-commit hooks configuration
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---
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## Upcoming Milestones
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### v0.6.0 - Enhanced Search & UI Improvements (April 2026)
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**Target Date:** April 1, 2026
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**Status:** 📋 Planned
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@@ -225,9 +173,6 @@ DocuElevate follows [Semantic Versioning 2.0.0](https://semver.org/):
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- Integration examples and templates
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- Webhook payload documentation
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#### Breaking Changes
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- None
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---
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### v0.7.0 - Advanced AI & Multi-language (August 2026)
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@@ -251,9 +196,6 @@ DocuElevate follows [Semantic Versioning 2.0.0](https://semver.org/):
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- Translation framework (10+ languages)
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- Localized documentation
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#### Breaking Changes
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- Configuration file format changes (auto-migration script provided)
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---
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### v1.0.0 - Enterprise Edition (November 2026)
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@@ -291,88 +233,6 @@ This is our first major release, marking production-ready enterprise capabilitie
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- Database replication support
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- Message queue clustering
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- **Observability**
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- Comprehensive audit logs
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- Prometheus metrics export
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- Grafana dashboards
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- APM integration (New Relic, DataDog)
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- SLA monitoring
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- **Documentation**
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- Enterprise deployment guide
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- High availability setup
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- Disaster recovery procedures
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- Security compliance guide
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- Professional services offerings
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#### Breaking Changes
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- Database schema migration (automatic with Alembic)
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- Configuration file restructure (migration tool provided)
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- API v1 deprecated (v2 required for new features)
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#### Migration Path
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- Detailed migration guide provided
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- Automated migration scripts
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- Rollback procedures documented
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- Migration support via GitHub Discussions
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---
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### v1.1.0 - Collaboration & Analytics (January 2027)
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**Target Date:** January 15, 2027
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**Status:** 📋 Planned
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**Theme:** Collaboration, Reporting, Analytics
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#### Goals
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- Document sharing with expiring links
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- Comments and annotations
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- Version history
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- Analytics dashboard
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- Cost analysis
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- Export reports
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#### Deliverables
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- Sharing interface with permissions
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- Comment system with threading
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- Version control and diff viewer
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- Analytics dashboard with charts
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- Cost breakdown by provider
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- Report generation (PDF, CSV, Excel)
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- User activity tracking
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#### Breaking Changes
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- None
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---
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### v2.0.0 - On-Premise AI & Platform Expansion (Q3 2027)
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**Target Date:** Q3 2027
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**Status:** 🔮 Future
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**Theme:** Self-hosting, Privacy, Platform Diversity
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#### Goals
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- Self-hosted AI models (no cloud dependencies)
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- Local LLM integration
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- Desktop and mobile applications
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- Offline-first capabilities
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- Enhanced privacy features
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- Plugin marketplace
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#### Deliverables
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- Tesseract/EasyOCR integration
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- Ollama/LLaMA support
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- Desktop app (Windows, Mac, Linux)
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- Mobile apps (iOS, Android)
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- Browser extensions (Chrome, Firefox)
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- Plugin SDK and marketplace
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- Offline mode
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#### Breaking Changes
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- Major API restructure (v3)
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- New authentication system
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- Configuration format change
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- Minimum Python version: 3.12
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---
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## Release Process
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@@ -395,14 +255,6 @@ This is our first major release, marking production-ready enterprise capabilitie
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- Helm charts (future)
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- Documentation site update
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### Post-release
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- [ ] GitHub release created
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- [ ] Blog post published
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- [ ] Social media announcement
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- [ ] Community notification
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- [ ] Support documentation updated
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- [ ] Monitor for critical issues
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---
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## Version History
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@@ -412,9 +264,10 @@ This is our first major release, marking production-ready enterprise capabilitie
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| v0.1.0 | 2024-Q1 | Initial Release | Released |
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| v0.2.0 | 2024-Q3 | Multi-provider Support | Released |
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| v0.3.0 | 2025-Q4 | UI & Authentication | Released |
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| v0.3.1 | 2026-01-15 | OAuth2 Integration | Released |
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| v0.3.2 | 2026-02-06 | Security Updates | Released |
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| v0.3.3 | 2026-02-08 | Drag-and-Drop Upload | Released |
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| v0.5.0 | 2026-02-08 | **Current Stable** - Settings Management | **Released** |
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| v0.5.0 | 2026-02-08 | **Settings & Encryption** | **Released** |
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| v0.6.0 | 2026-04 | Search & UX | Planned |
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| v0.7.0 | 2026-08 | Advanced AI | Planned |
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| v1.0.0 | 2026-11 | Enterprise | Planned |
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@@ -440,16 +293,4 @@ This is our first major release, marking production-ready enterprise capabilitie
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---
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## Contributing to Milestones
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Want to contribute to a specific milestone?
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1. Check the [GitHub Projects](https://github.com/christianlouis/DocuElevate/projects) board
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2. Look for issues tagged with milestone labels
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3. Read [CONTRIBUTING.md](CONTRIBUTING.md)
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4. Comment on the issue you'd like to work on
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5. Submit a PR linked to the issue
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---
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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.*
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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.*
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