Add comprehensive planning and agentic coding documentation
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
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# DocuElevate Milestones
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**Last Updated:** 2026-02-06
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This document outlines the release milestones, versioning strategy, and detailed feature breakdown for DocuElevate.
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## Versioning Strategy
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DocuElevate follows [Semantic Versioning 2.0.0](https://semver.org/):
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- **MAJOR.MINOR.PATCH** (e.g., 1.2.3)
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- **MAJOR:** Breaking changes or major architectural shifts
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- **MINOR:** New features, backward-compatible
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- **PATCH:** Bug fixes, security patches, backward-compatible
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### Release Cadence
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- **Patch releases:** As needed for critical bugs/security
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- **Minor releases:** Every 6-8 weeks
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- **Major releases:** Every 12-18 months
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---
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## Current Release: v0.3.2 (February 2026)
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### Status: Stable
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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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---
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## Upcoming Milestones
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### v0.3.3 - Security & Testing Hardening (February 2026)
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**Target Date:** February 15, 2026
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**Status:** 🚧 In Progress
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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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- [ ] Achieve 60% test coverage
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- [ ] Add pre-commit hooks
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- [ ] Update all dependencies to latest secure versions
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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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- [ ] Task processing tests
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- [ ] Storage provider integration tests
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- [x] Updated CI/CD workflows
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- [ ] Security best practices guide
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#### Breaking Changes
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- None
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---
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### v0.4.0 - 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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**Theme:** User Experience, Search, Performance
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#### Goals
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- Implement full-text search across documents
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- Responsive mobile interface
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- Dark mode support
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- Document preview in browser
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- Performance optimizations
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- Improved error handling and user feedback
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#### Deliverables
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- Full-text search API and UI
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- Advanced filtering capabilities
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- Responsive CSS framework integration
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- Dark mode toggle
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- In-browser document viewer
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- Loading states and progress indicators
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- Performance benchmarks
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- Mobile-optimized interface
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#### Breaking Changes
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- API response format changes for search endpoints (documented)
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#### Migration Path
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- Search endpoint changes will be versioned (/api/v1/search → /api/v2/search)
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- Old endpoints deprecated but functional for 2 releases
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---
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### v0.4.5 - Workflow Automation (June 2026)
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**Target Date:** June 1, 2026
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**Status:** 📋 Planned
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**Theme:** Automation, Integration, Webhooks
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#### Goals
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- Custom processing pipelines
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- Conditional routing based on document type
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- Webhook support for external integrations
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- Rule-based classification
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- Scheduled batch processing
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#### Deliverables
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- Pipeline configuration UI
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- Webhook management interface
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- Rule engine for document routing
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- Batch processing scheduler
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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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### v0.5.0 - Advanced AI & Multi-language (August 2026)
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**Target Date:** August 1, 2026
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**Status:** 📋 Planned
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**Theme:** AI Enhancement, Internationalization
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#### Goals
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- Custom AI model support
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- Multi-language OCR
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- Document similarity detection
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- Duplicate detection
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- UI internationalization (i18n)
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- API localization
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#### Deliverables
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- Custom model integration API
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- Multi-language OCR configuration
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- Similarity algorithm implementation
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- Duplicate detection service
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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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**Target Date:** November 1, 2026
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**Status:** 📋 Planned
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**Theme:** Enterprise Features, Scalability, Multi-tenancy
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This is our first major release, marking production-ready enterprise capabilities.
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#### Goals
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- Multi-tenancy and organization management
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- Role-based access control (RBAC)
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- Horizontal scaling support
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- Comprehensive audit logging
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- SLA monitoring and alerting
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- Professional support offerings
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#### Deliverables
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- **Multi-tenancy**
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- Organization/team management UI
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- Per-tenant configuration and branding
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- Resource quotas and billing integration
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- Tenant isolation at database level
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- **Access Control**
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- RBAC with customizable roles
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- Permission management UI
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- API key management per organization
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- SSO integration (SAML, LDAP)
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- **Scalability**
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- Horizontal scaling documentation
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- Load balancer configuration
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- Distributed caching
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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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### Pre-release Checklist
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- [ ] All tests passing
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- [ ] Security scan passed
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- [ ] Code review completed
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- [ ] Documentation updated
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- [ ] CHANGELOG.md updated
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- [ ] Migration guide (if breaking changes)
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- [ ] Release notes drafted
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- [ ] Version numbers bumped
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- [ ] Docker images built and tested
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### Release Artifacts
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- Source code (GitHub)
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- Docker images (Docker Hub)
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- PyPI package (future)
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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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| Version | Release Date | Theme | Status |
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|---------|-------------|-------|--------|
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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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| v0.3.2 | 2026-02 | Current Stable | Released |
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| v0.3.3 | 2026-02 | Security & Testing | In Progress |
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| v0.4.0 | 2026-04 | Search & UX | Planned |
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| v0.5.0 | 2026-08 | Advanced AI | Planned |
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| v1.0.0 | 2026-11 | Enterprise | Planned |
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| v2.0.0 | 2027-Q3 | Platform Expansion | Future |
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---
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## Support & EOL Policy
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### Active Support
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- Current stable release: Full support (bug fixes, security patches, features)
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- Previous minor release: Security patches only
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- Older versions: Community support only
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### End of Life (EOL)
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- Minor versions: EOL when 2 newer minor versions released
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- Major versions: EOL 18 months after next major version
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### Security Patches
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- Critical vulnerabilities: Patched within 48 hours
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- High severity: Patched within 1 week
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- Medium/Low: Included in next regular release
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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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