From ccf4cd8c8f6a11758ada002a0d96c4e8173f4b25 Mon Sep 17 00:00:00 2001 From: "copilot-swe-agent[bot]" <198982749+Copilot@users.noreply.github.com> Date: Fri, 6 Feb 2026 21:59:48 +0000 Subject: [PATCH] Add comprehensive planning and agentic coding documentation Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com> --- AGENTIC_CODING.md | 661 ++++++++++++++++++++++++++++++++++++++++++++++ CONTRIBUTING.md | 49 ++++ MILESTONES.md | 341 ++++++++++++++++++++++++ ROADMAP.md | 213 +++++++++++++++ TODO.md | 266 +++++++++++++++++++ 5 files changed, 1530 insertions(+) create mode 100644 AGENTIC_CODING.md create mode 100644 MILESTONES.md create mode 100644 ROADMAP.md create mode 100644 TODO.md diff --git a/AGENTIC_CODING.md b/AGENTIC_CODING.md new file mode 100644 index 00000000..0a7aadca --- /dev/null +++ b/AGENTIC_CODING.md @@ -0,0 +1,661 @@ +# Agentic Coding Guide for DocuElevate + +**Version:** 1.0 +**Last Updated:** 2026-02-06 + +This guide helps AI coding agents work effectively with the DocuElevate codebase. It provides context, conventions, and best practices for autonomous code contributions. + +--- + +## ๐ŸŽฏ Project Overview + +### What is DocuElevate? +DocuElevate is an intelligent document processing system that: +- Ingests documents from multiple sources (email, web upload, API) +- Processes documents (OCR, PDF conversion, metadata extraction) +- Stores documents in various cloud storage providers +- Uses AI (OpenAI, Azure) for intelligent document classification and metadata extraction + +### Tech Stack +``` +Backend: FastAPI, SQLAlchemy, Celery, Redis +Frontend: Jinja2 templates, Tailwind CSS +AI/ML: OpenAI API, Azure Document Intelligence +Storage: Dropbox, Google Drive, OneDrive, S3, Nextcloud, Paperless-NGX +Auth: Authentik (OAuth2), Basic Auth +Infra: Docker, Docker Compose, Alembic (migrations) +``` + +### Key Directories +``` +DocuElevate/ +โ”œโ”€โ”€ app/ +โ”‚ โ”œโ”€โ”€ api/ # REST API endpoints +โ”‚ โ”œโ”€โ”€ tasks/ # Celery background tasks +โ”‚ โ”œโ”€โ”€ routes/ # Deprecated - being migrated to api/ +โ”‚ โ”œโ”€โ”€ views/ # UI routes and templates +โ”‚ โ”œโ”€โ”€ utils/ # Utility functions +โ”‚ โ”œโ”€โ”€ config.py # Configuration (Pydantic Settings) +โ”‚ โ”œโ”€โ”€ database.py # SQLAlchemy setup +โ”‚ โ”œโ”€โ”€ models.py # Database models +โ”‚ โ”œโ”€โ”€ main.py # FastAPI app initialization +โ”‚ โ””โ”€โ”€ auth.py # Authentication logic +โ”œโ”€โ”€ frontend/ +โ”‚ โ”œโ”€โ”€ static/ # CSS, JS, images +โ”‚ โ””โ”€โ”€ templates/ # Jinja2 HTML templates +โ”œโ”€โ”€ tests/ # Pytest test suite +โ”œโ”€โ”€ docs/ # User documentation +โ”œโ”€โ”€ migrations/ # Alembic database migrations +โ””โ”€โ”€ docker/ # Docker configuration +``` + +--- + +## ๐Ÿค– Agent Guidelines + +### Before Making Changes + +1. **Understand the Context** + - Read relevant documentation in `docs/` + - Check `TODO.md` for current priorities + - Review `SECURITY_AUDIT.md` for security considerations + - Check `ROADMAP.md` for feature direction + +2. **Check Existing Patterns** + - Look at similar existing code first + - Follow the established patterns in the codebase + - Don't introduce new patterns without good reason + +3. **Identify Dependencies** + - Check if your change affects multiple modules + - Ensure you understand the Celery task flow + - Consider impact on database schema + +### Code Conventions + +#### Python Style +```python +# Use Black formatting (line length: 120) +# Use type hints +def process_document(file_path: str, metadata: Dict[str, Any]) -> DocumentMetadata: + """ + Process a document and extract metadata. + + Args: + file_path: Absolute path to the document file + metadata: Additional metadata to include + + Returns: + DocumentMetadata object with extracted information + + Raises: + FileNotFoundError: If file doesn't exist + ProcessingError: If processing fails + """ + pass + +# Use descriptive variable names +user_document_path = Path("/workdir/documents/invoice.pdf") +ocr_result = extract_text_from_pdf(user_document_path) + +# Prefer explicit over implicit +if storage_provider == "dropbox": + upload_to_dropbox(file_path, metadata) +elif storage_provider == "google_drive": + upload_to_google_drive(file_path, metadata) +else: + raise ValueError(f"Unknown storage provider: {storage_provider}") +``` + +#### Configuration +```python +# Always use settings from config.py +from app.config import settings + +# Good +api_key = settings.openai_api_key + +# Bad - never hardcode +api_key = "sk-abc123..." + +# Check if optional services are configured +if settings.dropbox_app_key: + # Dropbox is configured + upload_to_dropbox() +``` + +#### Error Handling +```python +# Use appropriate exception types +from fastapi import HTTPException, status + +# API endpoints should return HTTP errors +@router.get("/files/{file_id}") +async def get_file(file_id: int): + file = get_file_from_db(file_id) + if not file: + raise HTTPException( + status_code=status.HTTP_404_NOT_FOUND, + detail=f"File with ID {file_id} not found" + ) + return file + +# Tasks should log and handle errors gracefully +@celery_app.task(bind=True, max_retries=3) +def process_document_task(self, file_path: str): + try: + result = process_document(file_path) + return result + except TemporaryError as e: + logger.warning(f"Temporary error processing {file_path}: {e}") + raise self.retry(exc=e, countdown=60) + except PermanentError as e: + logger.error(f"Permanent error processing {file_path}: {e}") + # Don't retry permanent errors + return {"error": str(e)} +``` + +#### Testing +```python +# Mark tests appropriately +@pytest.mark.unit +def test_hash_file(): + """Unit test for file hashing utility.""" + pass + +@pytest.mark.integration +def test_upload_api_endpoint(client): + """Integration test for upload API.""" + pass + +@pytest.mark.requires_external +@pytest.mark.skip(reason="Requires OpenAI API key") +def test_openai_metadata_extraction(): + """Test actual OpenAI integration.""" + pass + +# Use fixtures for common setup +def test_document_processing(sample_pdf_path, db_session): + """Test uses fixtures from conftest.py""" + pass +``` + +--- + +## ๐Ÿ“ Common Tasks + +### Adding a New API Endpoint + +1. Create endpoint in `app/api/`: +```python +# app/api/my_feature.py +from fastapi import APIRouter, HTTPException +from app.database import get_db +from app.models import MyModel + +router = APIRouter(prefix="/api/my-feature", tags=["my-feature"]) + +@router.get("/") +async def list_items(db=Depends(get_db)): + """List all items.""" + items = db.query(MyModel).all() + return items +``` + +2. Register router in `app/api/__init__.py`: +```python +from app.api import my_feature + +router.include_router(my_feature.router) +``` + +3. Add tests in `tests/test_api_my_feature.py` + +### Adding a New Celery Task + +1. Create task in `app/tasks/`: +```python +# app/tasks/my_task.py +from app.celery_app import celery_app +import logging + +logger = logging.getLogger(__name__) + +@celery_app.task(bind=True, max_retries=3) +def my_background_task(self, param: str): + """ + Description of what this task does. + + Args: + param: Description of parameter + """ + try: + logger.info(f"Processing task with param: {param}") + # Task logic here + return {"status": "success"} + except Exception as e: + logger.error(f"Task failed: {e}") + raise self.retry(exc=e, countdown=60) +``` + +2. Import in `app/tasks/__init__.py` +3. Add tests in `tests/test_tasks.py` + +### Adding a Database Model + +1. Define model in `app/models.py`: +```python +class MyModel(Base): + __tablename__ = "my_table" + + id = Column(Integer, primary_key=True, index=True) + name = Column(String, nullable=False) + created_at = Column(DateTime, default=datetime.utcnow) +``` + +2. Create migration: +```bash +cd /path/to/DocuElevate +alembic revision --autogenerate -m "Add MyModel table" +alembic upgrade head +``` + +3. Add model to tests fixtures + +### Adding a Storage Provider + +1. Create provider module in `app/tasks/storage/`: +```python +# app/tasks/storage/my_provider.py +from app.config import settings +import logging + +logger = logging.getLogger(__name__) + +def upload_to_my_provider(file_path: str, metadata: dict) -> str: + """ + Upload file to My Provider. + + Args: + file_path: Local path to file + metadata: Document metadata + + Returns: + URL or ID of uploaded file + + Raises: + ProviderError: If upload fails + """ + if not settings.my_provider_api_key: + raise ValueError("MY_PROVIDER_API_KEY not configured") + + # Implementation + pass +``` + +2. Add configuration to `app/config.py`: +```python +class Settings(BaseSettings): + # ... existing settings ... + my_provider_api_key: Optional[str] = None + my_provider_endpoint: Optional[str] = None +``` + +3. Add to `.env.demo`: +```bash +# My Provider +MY_PROVIDER_API_KEY=your_api_key_here +MY_PROVIDER_ENDPOINT=https://api.myprovider.com +``` + +4. Add validator in `app/utils/config_validator/` +5. Add tests with mocked API calls + +--- + +## ๐Ÿ”’ Security Best Practices + +### What to NEVER Do +- โŒ Hardcode API keys, passwords, or secrets +- โŒ Log sensitive data (passwords, tokens, API keys) +- โŒ Accept unsanitized user input for file paths +- โŒ Disable security features without documentation +- โŒ Commit `.env` files or credentials + +### What to ALWAYS Do +- โœ… Use `settings` from `app/config.py` for all configuration +- โœ… Validate and sanitize all user inputs +- โœ… Use parameterized database queries (SQLAlchemy handles this) +- โœ… Check file paths for directory traversal (`Path.resolve()`) +- โœ… Use appropriate HTTP status codes (401, 403, 404, etc.) +- โœ… Log security-relevant events +- โœ… Add rate limiting for sensitive endpoints +- โœ… Use HTTPS in production (documented in deployment guide) + +### Input Validation Example +```python +from pathlib import Path +from fastapi import HTTPException, status + +def validate_file_path(file_path: str, base_dir: str = "/workdir") -> Path: + """Validate file path is within allowed directory.""" + try: + path = Path(file_path).resolve() + base = Path(base_dir).resolve() + + # Ensure path is within base directory + if not path.is_relative_to(base): + raise ValueError("Path outside allowed directory") + + return path + except Exception as e: + raise HTTPException( + status_code=status.HTTP_400_BAD_REQUEST, + detail=f"Invalid file path: {e}" + ) +``` + +--- + +## ๐Ÿงช Testing Strategy + +### Test Coverage Goals +- **Target:** 80% overall coverage +- **Critical modules:** 90%+ (auth, config, database) +- **Tasks:** 70%+ (complex to test with external services) +- **API endpoints:** 85%+ + +### Test Types +```python +# Unit tests - fast, isolated, no external dependencies +@pytest.mark.unit +def test_hash_file_empty(tmp_path): + """Test hashing an empty file.""" + file = tmp_path / "empty.txt" + file.write_text("") + assert hash_file(str(file)) == "expected_hash" + +# Integration tests - test multiple components together +@pytest.mark.integration +def test_upload_and_process(client, sample_pdf): + """Test full upload and processing flow.""" + response = client.post("/api/upload", files={"file": sample_pdf}) + assert response.status_code == 200 + +# External service tests - skipped by default +@pytest.mark.requires_external +@pytest.mark.skipif(not os.getenv("OPENAI_API_KEY"), reason="No API key") +def test_real_openai_extraction(): + """Test actual OpenAI API (skipped in CI).""" + pass +``` + +### Running Tests +```bash +# All tests +pytest + +# Specific category +pytest -m unit +pytest -m integration + +# With coverage +pytest --cov=app --cov-report=html + +# Specific file +pytest tests/test_api.py -v + +# Skip external services +pytest -m "not requires_external" +``` + +--- + +## ๐Ÿš€ Performance Considerations + +### Async/Await +- FastAPI endpoints are async by default +- Use `async def` for I/O-bound operations +- Use regular `def` for CPU-bound operations + +```python +# Good - async for I/O +@router.get("/files") +async def list_files(db: Session = Depends(get_db)): + files = db.query(FileRecord).all() + return files + +# Also good - sync for CPU-heavy +@router.post("/hash") +def hash_large_file(file: UploadFile): + return compute_hash(file.file.read()) +``` + +### Database Queries +```python +# Good - single query with join +files = db.query(FileRecord).options( + joinedload(FileRecord.metadata) +).filter(FileRecord.user_id == user_id).all() + +# Bad - N+1 queries +files = db.query(FileRecord).filter(FileRecord.user_id == user_id).all() +for file in files: + metadata = file.metadata # Triggers separate query each time +``` + +### Celery Tasks +```python +# Long-running tasks should update progress +@celery_app.task(bind=True) +def process_large_batch(self, file_ids: List[int]): + total = len(file_ids) + for i, file_id in enumerate(file_ids): + process_file(file_id) + self.update_state( + state='PROGRESS', + meta={'current': i + 1, 'total': total} + ) +``` + +--- + +## ๐Ÿ“š Documentation Requirements + +### Code Documentation +```python +def complex_function(param1: str, param2: int = 10) -> Dict[str, Any]: + """ + One-line summary of what the function does. + + More detailed explanation if needed. Can span multiple + lines and include examples. + + Args: + param1: Description of param1 + param2: Description of param2, defaults to 10 + + Returns: + Dictionary containing: + - key1: Description + - key2: Description + + Raises: + ValueError: If param1 is empty + FileNotFoundError: If file doesn't exist + + Examples: + >>> result = complex_function("test", 5) + >>> print(result['key1']) + 'value' + """ + pass +``` + +### API Documentation +- Use FastAPI's automatic OpenAPI generation +- Add descriptions to endpoints +- Document request/response models +- Include example requests/responses + +```python +@router.post( + "/upload", + response_model=UploadResponse, + status_code=status.HTTP_201_CREATED, + summary="Upload a document", + description="Upload a document for processing. Supports PDF, images, and Office documents.", + responses={ + 201: {"description": "Document uploaded successfully"}, + 400: {"description": "Invalid file format"}, + 413: {"description": "File too large"}, + } +) +async def upload_document( + file: UploadFile = File(..., description="Document file to upload"), + tags: List[str] = Query([], description="Optional tags for the document"), +): + """Upload endpoint implementation.""" + pass +``` + +--- + +## ๐Ÿ› Debugging + +### Logging +```python +import logging + +logger = logging.getLogger(__name__) + +# Use appropriate log levels +logger.debug("Detailed information for debugging") +logger.info("General information about operation") +logger.warning("Warning about potential issue") +logger.error("Error that needs attention") +logger.critical("Critical error that needs immediate attention") + +# Include context in logs +logger.info(f"Processing document: {file_id}, user: {user_id}") + +# Don't log sensitive data +logger.info(f"User authenticated") # Good +logger.info(f"Password: {password}") # BAD! +``` + +### Common Issues + +1. **Import Errors** + - Check if module is in `__init__.py` + - Verify Python path includes project root + - Look for circular imports + +2. **Database Issues** + - Check if migrations are up to date: `alembic upgrade head` + - Verify DATABASE_URL is set correctly + - Check if tables exist: `sqlite3 app/database.db .schema` + +3. **Celery Issues** + - Verify Redis is running: `redis-cli ping` + - Check Celery worker logs + - Ensure tasks are imported in `celery_worker.py` + +4. **Test Failures** + - Check if test database is clean (use fixtures) + - Verify environment variables are set in `conftest.py` + - Run single test to isolate issue: `pytest tests/test_file.py::test_name -v` + +--- + +## ๐Ÿ”„ Git Workflow + +### Branch Names +- `feature/description` - New features +- `bugfix/description` - Bug fixes +- `hotfix/description` - Urgent production fixes +- `refactor/description` - Code refactoring +- `docs/description` - Documentation updates + +### Commit Messages +``` +type(scope): Short description (max 72 chars) + +Longer description if needed. Explain: +- What changed +- Why it changed +- Any breaking changes + +Fixes #123 +``` + +Types: `feat`, `fix`, `docs`, `style`, `refactor`, `test`, `chore` + +### Pull Requests +1. Create PR with descriptive title +2. Fill out PR template +3. Link related issues +4. Ensure CI passes +5. Request reviews +6. Address feedback +7. Squash merge when approved + +--- + +## โœ… Pre-commit Checklist + +Before submitting code: + +- [ ] Code follows style guide (Black formatted) +- [ ] All tests pass (`pytest`) +- [ ] New code has tests +- [ ] Coverage doesn't decrease +- [ ] Documentation updated if needed +- [ ] No secrets or credentials in code +- [ ] Linting passes (`flake8`, `pylint`) +- [ ] Type hints added (`mypy` clean) +- [ ] CHANGELOG.md updated (if user-facing) +- [ ] Security scan passed (`bandit`) + +Run full check: +```bash +pytest --cov=app +black app/ tests/ +flake8 app/ --max-line-length=120 +mypy app/ +bandit -r app/ +``` + +--- + +## ๐Ÿค Agent Collaboration + +### When to Ask for Help +- Breaking changes needed +- Unsure about architecture decision +- Security implications unclear +- Performance impact unknown +- Tests consistently failing + +### How to Document Changes +1. Update relevant documentation +2. Add comments for complex logic +3. Update TODO.md if introducing tech debt +4. Note breaking changes in commit message +5. Update API documentation if endpoints changed + +--- + +## ๐Ÿ“ž Resources + +- **Main README:** [README.md](README.md) +- **API Docs:** http://localhost:8000/docs (when running) +- **User Guide:** [docs/UserGuide.md](docs/UserGuide.md) +- **Deployment:** [docs/DeploymentGuide.md](docs/DeploymentGuide.md) +- **Troubleshooting:** [docs/Troubleshooting.md](docs/Troubleshooting.md) +- **GitHub Issues:** Track bugs and features +- **GitHub Discussions:** Questions and community + +--- + +*This guide is a living document. Improvements welcome via PR!* diff --git a/CONTRIBUTING.md b/CONTRIBUTING.md index 3346e66a..517b66a7 100644 --- a/CONTRIBUTING.md +++ b/CONTRIBUTING.md @@ -78,3 +78,52 @@ isort . ## Project Structure +``` +DocuElevate/ +โ”œโ”€โ”€ app/ # Main application code +โ”‚ โ”œโ”€โ”€ api/ # REST API endpoints (organized by feature) +โ”‚ โ”œโ”€โ”€ tasks/ # Celery background tasks +โ”‚ โ”œโ”€โ”€ views/ # UI routes and template rendering +โ”‚ โ”œโ”€โ”€ utils/ # Utility functions and helpers +โ”‚ โ”œโ”€โ”€ config.py # Configuration management (Pydantic) +โ”‚ โ”œโ”€โ”€ database.py # Database setup and session management +โ”‚ โ”œโ”€โ”€ models.py # SQLAlchemy models +โ”‚ โ”œโ”€โ”€ main.py # FastAPI app initialization +โ”‚ โ””โ”€โ”€ auth.py # Authentication logic +โ”œโ”€โ”€ frontend/ # Frontend assets +โ”‚ โ”œโ”€โ”€ static/ # CSS, JavaScript, images +โ”‚ โ””โ”€โ”€ templates/ # Jinja2 HTML templates +โ”œโ”€โ”€ tests/ # Test suite +โ”œโ”€โ”€ docs/ # User and developer documentation +โ”œโ”€โ”€ migrations/ # Alembic database migrations +โ””โ”€โ”€ docker/ # Docker configuration files +``` + +## ๐Ÿ“š Additional Resources + +### Documentation +- **[AGENTIC_CODING.md](AGENTIC_CODING.md)** - Comprehensive guide for AI agents and developers +- **[README.md](README.md)** - Project overview and quickstart +- **[ROADMAP.md](ROADMAP.md)** - Future features and long-term vision +- **[MILESTONES.md](MILESTONES.md)** - Release planning and versioning +- **[TODO.md](TODO.md)** - Current tasks and priorities +- **[SECURITY.md](SECURITY.md)** - Security policy +- **[SECURITY_AUDIT.md](SECURITY_AUDIT.md)** - Security findings and improvements + +### Testing +- All new features must include tests +- Aim for 80% code coverage +- See [AGENTIC_CODING.md#testing-strategy](AGENTIC_CODING.md#testing-strategy) for detailed testing guidelines + +### Security +- Never commit secrets or credentials +- Follow guidelines in [SECURITY_AUDIT.md](SECURITY_AUDIT.md) +- Report security issues per [SECURITY.md](SECURITY.md) + +## ๐Ÿค Getting Help + +- **GitHub Issues:** Bug reports and feature requests +- **GitHub Discussions:** Questions and community support +- **Documentation:** Check `docs/` directory for guides + +Thank you for contributing to DocuElevate! \ No newline at end of file diff --git a/MILESTONES.md b/MILESTONES.md new file mode 100644 index 00000000..7895beaf --- /dev/null +++ b/MILESTONES.md @@ -0,0 +1,341 @@ +# DocuElevate Milestones + +**Last Updated:** 2026-02-06 + +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: v0.3.2 (February 2026) + +### Status: Stable +- Production-ready document processing +- Multi-provider storage support +- Basic web UI and REST API +- OAuth2 authentication + +--- + +## Upcoming Milestones + +### v0.3.3 - Security & Testing Hardening (February 2026) +**Target Date:** February 15, 2026 +**Status:** ๐Ÿšง In Progress +**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 +- [ ] Achieve 60% test coverage +- [ ] Add pre-commit hooks +- [ ] Update all dependencies to latest secure versions + +#### Deliverables +- [x] SECURITY_AUDIT.md documentation +- [x] pytest configuration and fixtures +- [x] API integration tests +- [x] Configuration validation tests +- [ ] Task processing tests +- [ ] Storage provider integration tests +- [x] Updated CI/CD workflows +- [ ] Security best practices guide + +#### Breaking Changes +- None + +--- + +### v0.4.0 - Enhanced Search & UI Improvements (April 2026) +**Target Date:** April 1, 2026 +**Status:** ๐Ÿ“‹ 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 โ†’ /api/v2/search) +- Old endpoints deprecated but functional for 2 releases + +--- + +### v0.4.5 - Workflow Automation (June 2026) +**Target Date:** June 1, 2026 +**Status:** ๐Ÿ“‹ 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 + +#### Breaking Changes +- None + +--- + +### v0.5.0 - Advanced AI & Multi-language (August 2026) +**Target Date:** August 1, 2026 +**Status:** ๐Ÿ“‹ 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 + +#### Breaking Changes +- Configuration file format changes (auto-migration script provided) + +--- + +### v1.0.0 - Enterprise Edition (November 2026) +**Target Date:** November 1, 2026 +**Status:** ๐Ÿ“‹ 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 + +- **Observability** + - Comprehensive audit logs + - Prometheus metrics export + - Grafana dashboards + - APM integration (New Relic, DataDog) + - SLA monitoring + +- **Documentation** + - Enterprise deployment guide + - High availability setup + - Disaster recovery procedures + - Security compliance guide + - Professional services offerings + +#### Breaking Changes +- Database schema migration (automatic with Alembic) +- Configuration file restructure (migration tool provided) +- API v1 deprecated (v2 required for new features) + +#### Migration Path +- Detailed migration guide provided +- Automated migration scripts +- Rollback procedures documented +- Migration support via GitHub Discussions + +--- + +### v1.1.0 - Collaboration & Analytics (January 2027) +**Target Date:** January 15, 2027 +**Status:** ๐Ÿ“‹ Planned +**Theme:** Collaboration, Reporting, Analytics + +#### Goals +- Document sharing with expiring links +- Comments and annotations +- Version history +- Analytics dashboard +- Cost analysis +- Export reports + +#### Deliverables +- Sharing interface with permissions +- Comment system with threading +- Version control and diff viewer +- Analytics dashboard with charts +- Cost breakdown by provider +- Report generation (PDF, CSV, Excel) +- User activity tracking + +#### Breaking Changes +- None + +--- + +### v2.0.0 - On-Premise AI & Platform Expansion (Q3 2027) +**Target Date:** Q3 2027 +**Status:** ๐Ÿ”ฎ Future +**Theme:** Self-hosting, Privacy, Platform Diversity + +#### Goals +- Self-hosted AI models (no cloud dependencies) +- Local LLM integration +- Desktop and mobile applications +- Offline-first capabilities +- Enhanced privacy features +- Plugin marketplace + +#### Deliverables +- Tesseract/EasyOCR integration +- Ollama/LLaMA support +- Desktop app (Windows, Mac, Linux) +- Mobile apps (iOS, Android) +- Browser extensions (Chrome, Firefox) +- Plugin SDK and marketplace +- Offline mode + +#### Breaking Changes +- Major API restructure (v3) +- New authentication system +- Configuration format change +- Minimum Python version: 3.12 + +--- + +## Release Process + +### Pre-release Checklist +- [ ] 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 + +### Post-release +- [ ] GitHub release created +- [ ] Blog post published +- [ ] Social media announcement +- [ ] Community notification +- [ ] Support documentation updated +- [ ] Monitor for critical issues + +--- + +## 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 | +| v0.3.2 | 2026-02 | Current Stable | Released | +| v0.3.3 | 2026-02 | Security & Testing | In Progress | +| v0.4.0 | 2026-04 | Search & UX | Planned | +| v0.5.0 | 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 + +--- + +## Contributing to Milestones + +Want to contribute to a specific milestone? + +1. Check the [GitHub Projects](https://github.com/christianlouis/DocuElevate/projects) board +2. Look for issues tagged with milestone labels +3. Read [CONTRIBUTING.md](CONTRIBUTING.md) +4. Comment on the issue you'd like to work on +5. Submit a PR linked to the issue + +--- + +*This milestone document is updated regularly. For real-time status, check our [GitHub Projects](https://github.com/christianlouis/DocuElevate/projects) board.* diff --git a/ROADMAP.md b/ROADMAP.md new file mode 100644 index 00000000..d4e67adf --- /dev/null +++ b/ROADMAP.md @@ -0,0 +1,213 @@ +# DocuElevate Roadmap + +**Last Updated:** 2026-02-06 +**Version:** 1.0 + +## Vision + +DocuElevate aims to be the premier open-source intelligent document processing platform, providing seamless integration with cloud storage providers, advanced AI-powered metadata extraction, and enterprise-grade security and scalability. + +## Current Status (v0.3.2) + +### Core Features โœ… +- Multi-provider document storage (Dropbox, Google Drive, OneDrive, Nextcloud, S3, etc.) +- IMAP email integration for document ingestion +- OCR processing via Azure Document Intelligence +- AI-powered metadata extraction via OpenAI +- PDF conversion via Gotenberg +- Web UI for document upload and management +- REST API with OpenAPI documentation +- Celery-based async task processing +- OAuth2 authentication via Authentik + +## Short-term Goals (Q1-Q2 2026) - v0.4.x to v0.5.x + +### Quality & Stability ๐ŸŽฏ +- **Test Coverage** (High Priority) + - [ ] Achieve 80% code coverage for core modules + - [ ] Add integration tests for all storage providers + - [ ] Add end-to-end workflow tests + - [ ] Performance benchmarks and load testing + +- **Code Quality** (High Priority) + - [ ] Enable strict linting in CI/CD + - [ ] Refactor large modules for better maintainability + - [ ] Add comprehensive type hints + - [ ] Improve error handling and user feedback + +- **Security** (Critical Priority) + - [x] Fix known vulnerabilities in dependencies + - [ ] Implement rate limiting on API endpoints + - [ ] Add CSRF protection + - [ ] Security audit by external party + - [ ] Implement API key rotation + - [ ] Add audit logging for sensitive operations + +### Features - v0.4.0 +- **Enhanced Search & Filtering** + - [ ] Full-text search across documents + - [ ] Advanced filtering by metadata, tags, date ranges + - [ ] Saved search queries + - [ ] Bulk operations on search results + +- **Improved UI/UX** + - [ ] Responsive mobile interface + - [ ] Dark mode support + - [ ] Document preview in browser + - [ ] Drag-and-drop file upload + - [ ] Progress indicators for long-running tasks + - [ ] Real-time notifications via WebSocket + +### Features - v0.5.0 +- **Workflow Automation** + - [ ] Custom processing pipelines + - [ ] Conditional routing based on document type + - [ ] Scheduled batch processing + - [ ] Webhook support for external integrations + - [ ] Rule-based document classification + +- **Advanced AI Features** + - [ ] Custom AI models for specialized document types + - [ ] Multi-language OCR support + - [ ] Document similarity detection + - [ ] Automatic duplicate detection + - [ ] Intelligent document splitting + +## Medium-term Goals (Q3-Q4 2026) - v1.0.x + +### Enterprise Features - v1.0.0 +- **Multi-tenancy** + - [ ] Organization/team management + - [ ] Role-based access control (RBAC) + - [ ] Per-tenant configuration + - [ ] Resource quotas and limits + - [ ] Audit logs per organization + +- **Scalability** + - [ ] Horizontal scaling support + - [ ] Distributed task processing + - [ ] Caching layer (Redis/Memcached) + - [ ] Database connection pooling + - [ ] Message queue optimization + +- **Advanced Integrations** + - [ ] Microsoft SharePoint integration + - [ ] Slack/Teams bot integration + - [ ] Zapier/Make.com integration + - [ ] Custom webhook receivers + - [ ] GraphQL API + +### Features - v1.1.0 +- **Collaboration** + - [ ] Document sharing with expiring links + - [ ] Comments and annotations + - [ ] Version history and rollback + - [ ] Real-time collaborative editing metadata + - [ ] Activity feed + +- **Reporting & Analytics** + - [ ] Processing statistics dashboard + - [ ] Storage usage analytics + - [ ] AI confidence scores and accuracy tracking + - [ ] Cost analysis per provider + - [ ] Export reports (PDF, CSV, Excel) + +## Long-term Goals (2027+) - v2.0+ + +### Strategic Initiatives +- **On-Premise AI Models** + - [ ] Self-hosted OCR (Tesseract, EasyOCR) + - [ ] Local LLM integration (Ollama, LLaMA) + - [ ] GPU acceleration support + - [ ] Model fine-tuning interface + - [ ] Hybrid cloud/on-premise processing + +- **Advanced Document Management** + - [ ] Document lifecycle management + - [ ] Retention policies and auto-deletion + - [ ] Compliance templates (GDPR, HIPAA, SOC2) + - [ ] Digital signature support + - [ ] Encryption at rest and in transit + +- **Platform Expansion** + - [ ] Desktop applications (Electron) + - [ ] Mobile apps (iOS/Android) + - [ ] Browser extensions + - [ ] Command-line interface (CLI) + - [ ] VS Code extension for developers + +### Research & Innovation +- [ ] Machine learning for custom document types +- [ ] Blockchain for document provenance +- [ ] Federated learning for privacy-preserving AI +- [ ] Edge computing support +- [ ] Quantum-resistant encryption + +## Community & Ecosystem + +### Developer Experience +- [ ] Plugin system for custom processors +- [ ] Marketplace for extensions +- [ ] SDK for multiple languages (Python, JavaScript, Go) +- [ ] Template library for common workflows +- [ ] Video tutorials and courses + +### Documentation +- [x] User guide +- [x] API documentation +- [x] Deployment guide +- [ ] Architecture deep-dive +- [ ] Contributing guide enhancements +- [ ] Video walkthroughs +- [ ] Internationalization (i18n) of docs + +### Community Building +- [ ] Regular community calls +- [ ] Bug bounty program +- [ ] Ambassador program +- [ ] Annual conference/meetup +- [ ] Certification program + +## Technology Debt + +### Refactoring Needed +- [ ] Migrate from PyPDF2 to pypdf (modern fork) +- [ ] Standardize error handling across modules +- [ ] Consolidate configuration management +- [ ] Optimize database queries +- [ ] Reduce code duplication in storage providers + +### Performance Optimization +- [ ] Profile and optimize hot paths +- [ ] Implement lazy loading for UI +- [ ] Add CDN for static assets +- [ ] Optimize Docker image size +- [ ] Database indexing strategy + +## Deprecation Notice + +### Planned Deprecations +- None currently planned + +### Migration Guides +- Will be provided for any breaking changes + +## How to Contribute + +See [CONTRIBUTING.md](CONTRIBUTING.md) for detailed guidelines. Roadmap items are open for discussion and contributions! + +### Priority Labels +- ๐Ÿ”ด Critical - Security, data loss, or major bugs +- ๐ŸŸ  High - Important features or significant improvements +- ๐ŸŸก Medium - Nice-to-have features or minor improvements +- ๐ŸŸข Low - Future considerations or research items + +## Feedback & Requests + +- **GitHub Issues:** Feature requests and bug reports +- **GitHub Discussions:** General questions and ideas +- **Email:** [Maintainer contact from repository] + +--- + +*This roadmap is a living document and may change based on community feedback, technical constraints, and strategic priorities.* diff --git a/TODO.md b/TODO.md new file mode 100644 index 00000000..5dfb1d34 --- /dev/null +++ b/TODO.md @@ -0,0 +1,266 @@ +# DocuElevate TODO List + +**Last Updated:** 2026-02-06 +**Current Version:** v0.3.2 + +This document tracks actionable tasks for the current development cycle. For long-term planning, see [ROADMAP.md](ROADMAP.md) and [MILESTONES.md](MILESTONES.md). + +--- + +## ๐Ÿ”ด Critical Priority (This Week) + +### Security +- [x] Fix authlib vulnerability (upgrade to 1.6.5+) +- [x] Fix starlette DoS vulnerability (upgrade to 0.49.1+) +- [x] Improve SESSION_SECRET validation +- [ ] Run security audit with Bandit +- [ ] Review all direct file path operations for path traversal vulnerabilities +- [ ] Add rate limiting middleware to API endpoints +- [ ] Implement CSRF token for state-changing operations + +### Testing +- [x] Set up pytest infrastructure +- [x] Create test fixtures and conftest.py +- [x] Add basic API integration tests +- [x] Add configuration validation tests +- [ ] Add tests for file upload functionality +- [ ] Add tests for OCR processing (mocked) +- [ ] Add tests for metadata extraction (mocked) +- [ ] Add tests for storage provider integrations (mocked) +- [ ] Achieve 60% code coverage + +--- + +## ๐ŸŸ  High Priority (This Sprint - 2 Weeks) + +### Code Quality +- [ ] Fix all critical Flake8 violations +- [ ] Run Black formatter on entire codebase +- [ ] Add type hints to core modules (config.py, database.py, models.py) +- [ ] Refactor large functions in tasks/ directory +- [ ] Add docstrings to all public functions and classes +- [ ] Remove unused imports and dead code + +### CI/CD +- [x] Enable tests in GitHub Actions +- [x] Add coverage reporting +- [x] Add CodeQL scanning +- [ ] Add dependency scanning (Dependabot or similar) +- [ ] Make linting checks blocking (once critical issues fixed) +- [ ] Add build status badges to README.md + +### Documentation +- [x] Create ROADMAP.md +- [x] Create MILESTONES.md +- [x] Create TODO.md +- [x] Create SECURITY_AUDIT.md +- [ ] Create AGENTIC_CODING.md +- [ ] Update CONTRIBUTING.md with testing guidelines +- [ ] Add architecture diagram to docs/ +- [ ] Document all environment variables in docs/ConfigurationGuide.md +- [ ] Add troubleshooting section for common test failures + +--- + +## ๐ŸŸก Medium Priority (Next Month) + +### Features +- [ ] Implement retry logic for failed Celery tasks +- [ ] Add pagination to file list endpoint +- [ ] Add bulk delete functionality +- [ ] Implement file download endpoint +- [ ] Add document preview functionality +- [ ] Add search/filter functionality to UI +- [ ] Implement notification system for task completion +- [ ] Add support for configuring custom metadata fields + +### Refactoring +- [ ] Consolidate storage provider code (reduce duplication) +- [ ] Create base class for storage providers +- [ ] Standardize error responses across all API endpoints +- [ ] Move hardcoded strings to constants +- [ ] Extract common validation logic into utilities +- [ ] Optimize database queries (add indexes) +- [ ] Reduce Docker image size + +### Testing +- [ ] Add end-to-end tests for complete workflows +- [ ] Add performance tests for large file processing +- [ ] Add tests for edge cases (empty files, corrupted PDFs, etc.) +- [ ] Add stress tests for concurrent uploads +- [ ] Set up test data fixtures +- [ ] Add mock servers for external APIs + +--- + +## ๐ŸŸข Low Priority (Backlog) + +### Features +- [ ] Add file versioning support +- [ ] Implement document tagging system +- [ ] Add custom metadata templates +- [ ] Support for additional storage providers (Box, Mega, etc.) +- [ ] Add support for zip file uploads +- [ ] Implement folder organization +- [ ] Add audit log viewer in UI +- [ ] Support for scheduled document processing + +### UI/UX +- [ ] Improve mobile responsiveness +- [ ] Add dark mode +- [ ] Add loading spinners for async operations +- [ ] Improve error messages for users +- [ ] Add drag-and-drop file upload +- [ ] Add file type icons +- [ ] Implement toast notifications +- [ ] Add keyboard shortcuts + +### Developer Experience +- [ ] Create development Docker Compose setup +- [ ] Add hot-reload for development +- [ ] Create seed data script for testing +- [ ] Add debug toolbar for FastAPI +- [ ] Create CLI tool for common operations +- [ ] Add profiling tools +- [ ] Create contributor onboarding guide + +--- + +## ๐Ÿ› Known Bugs + +### High Priority +- [ ] Investigate session timeout issues with Authentik +- [ ] Fix intermittent Redis connection failures +- [ ] Handle large file uploads (>100MB) gracefully +- [ ] Fix timezone handling in task scheduling + +### Medium Priority +- [ ] PDF rotation not persisting in some cases +- [ ] Metadata extraction fails for non-English documents +- [ ] UI refresh needed after file upload +- [ ] Error messages not showing in UI sometimes + +### Low Priority +- [ ] Static files caching issues in production +- [ ] Minor CSS alignment issues on some browsers +- [ ] Log files growing too large over time + +--- + +## ๐Ÿ“š Documentation Tasks + +### User Documentation +- [ ] Create video tutorial for basic usage +- [ ] Add screenshots to all documentation pages +- [ ] Create FAQ document +- [ ] Write integration guides for each storage provider +- [ ] Create quickstart guide (5 minutes to first document) +- [ ] Document all API endpoints with examples +- [ ] Add Postman collection + +### Developer Documentation +- [ ] Document project architecture +- [ ] Create database schema diagram +- [ ] Document Celery task flow +- [ ] Add code comments for complex logic +- [ ] Create API versioning strategy document +- [ ] Document testing strategy +- [ ] Add examples for extending the system + +--- + +## ๐Ÿ”ง Technical Debt + +### Refactoring Needed +- [ ] Replace PyPDF2 with pypdf (modern maintained fork) +- [ ] Migrate from string-based task names to explicit imports in Celery +- [ ] Standardize logging format across all modules +- [ ] Remove duplicated configuration loading code +- [ ] Consolidate error handling patterns +- [ ] Extract magic numbers into constants +- [ ] Improve variable naming in legacy code sections + +### Performance Optimization +- [ ] Profile slow API endpoints +- [ ] Optimize database queries (N+1 problem in file list) +- [ ] Implement caching for frequently accessed data +- [ ] Lazy-load heavy dependencies +- [ ] Optimize Docker image layers +- [ ] Reduce memory usage in OCR processing +- [ ] Add database connection pooling + +--- + +## ๐Ÿ“ฆ Dependencies to Update + +### Security Updates +- [x] authlib โ†’ 1.6.5+ +- [x] starlette โ†’ 0.49.1+ +- [ ] Review all dependencies for known vulnerabilities +- [ ] Update pinned versions in requirements.txt + +### Regular Updates +- [ ] fastapi โ†’ latest stable +- [ ] celery โ†’ latest stable +- [ ] sqlalchemy โ†’ latest stable +- [ ] pydantic โ†’ latest stable (check for breaking changes) +- [ ] Check all dependencies for major version updates + +--- + +## โœ… Completed (Recent) + +### 2026-02-06 +- [x] Created comprehensive test infrastructure +- [x] Fixed critical security vulnerabilities +- [x] Added security scanning workflows +- [x] Created ROADMAP.md and MILESTONES.md +- [x] Enhanced .gitignore for security +- [x] Improved SESSION_SECRET handling +- [x] Created SECURITY_AUDIT.md +- [x] Set up pytest with coverage +- [x] Added API and configuration tests +- [x] Updated CI/CD workflows +- [x] Added pre-commit hooks configuration +- [x] Created TODO.md (this file) + +--- + +## ๐Ÿ“‹ How to Use This TODO + +### For Contributors +1. Pick a task from the appropriate priority section +2. Check if there's a related GitHub issue; if not, create one +3. Assign yourself to the issue +4. Move task to "In Progress" (add your name) +5. Submit PR when complete +6. Move task to "Completed" section with date + +### For Maintainers +- Review and update priorities weekly +- Add new tasks as they're identified +- Archive completed tasks monthly +- Link tasks to GitHub issues/PRs +- Update status in standups/meetings + +### Task Status Notation +- `[ ]` - Not started +- `[~]` - In progress (add contributor name: `[~@username]`) +- `[x]` - Completed +- `[!]` - Blocked (add reason in note) + +--- + +## ๐Ÿ”— Related Documents + +- [ROADMAP.md](ROADMAP.md) - Long-term vision and features +- [MILESTONES.md](MILESTONES.md) - Release planning and versions +- [CONTRIBUTING.md](CONTRIBUTING.md) - Contribution guidelines +- [SECURITY.md](SECURITY.md) - Security policy +- [SECURITY_AUDIT.md](SECURITY_AUDIT.md) - Security audit results +- [GitHub Issues](https://github.com/christianlouis/DocuElevate/issues) - Bug reports and feature requests +- [GitHub Projects](https://github.com/christianlouis/DocuElevate/projects) - Sprint boards + +--- + +*This TODO list is reviewed and updated regularly. Last review: 2026-02-06*