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docs: extend product roadmap and milestones

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Christian Krakau-Louis
2026-05-23 02:29:46 +02:00
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MILESTONES.md
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# DocuElevate Milestones
**Last Updated:** 2026-02-08
**Last Updated:** 2026-05-23
This document outlines the release milestones, versioning strategy, and detailed feature breakdown for DocuElevate.
@@ -19,17 +19,15 @@ DocuElevate follows [Semantic Versioning 2.0.0](https://semver.org/):
---
## Current Release: v0.5.0 (February 2026)
## Current State (Continuous Releases)
### 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
DocuElevate ships continuously via automated semantic versioning. Use **GitHub Releases** for the latest build artifacts and **GitHub Milestones** (below) for roadmap tracking.
### Last Shipped Milestone: v0.5.0 (Released February 8, 2026)
- Database-backed settings management with encryption
- Setup wizard for first-time configuration
- Admin UI for runtime configuration
- Release automation via semantic-release
### Important Note on Versioning
As of February 2026, DocuElevate uses **automated semantic versioning**:
@@ -130,87 +128,78 @@ As of February 2026, DocuElevate uses **automated semantic versioning**:
## Upcoming Milestones
### v0.6.0 - Enhanced Search & UI Improvements (April 2026)
**Target Date:** April 1, 2026
### v0.6.0 - Clarity: Enhanced Search & UI (Target: July 31, 2026)
**Target Date:** July 31, 2026
**Status:** 📋 Planned
**Theme:** User Experience, Search, Performance
**Theme:** Search, Discovery, Modern UX
**Epic:** #863
#### 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
- Hybrid discovery: keyword + semantic search, fast filtering, saved searches
- Preview-first UX (open, skim, and act quickly)
- Modern UX polish (accessibility, responsiveness, performance)
#### 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
- Semantic search foundation (vectorization + ranking signals)
- Saved searches / smart views
- In-browser preview + “quick actions” (tag, route, export)
- Bulk operations and pagination improvements
- UX polish (dark mode/accessibility where applicable)
#### Breaking Changes
- API response format changes for search endpoints (documented)
- Potential pagination/search response changes (must be versioned and documented)
#### Migration Path
- Search endpoint changes will be versioned (/api/v1/search → /api/v2/search)
- Old endpoints deprecated but functional for 2 releases
- Version endpoints where needed and keep previous versions working for at least 2 minor milestones
---
### v0.4.5 - Workflow Automation (June 2026)
**Target Date:** June 1, 2026
### v0.7.0 - Conductor: Workflow Automation & Integrations (Target: September 30, 2026)
**Target Date:** September 30, 2026
**Status:** 📋 Planned
**Theme:** Automation, Integration, Webhooks
**Epic:** #864
#### Goals
- Custom processing pipelines
- Conditional routing based on document type
- Webhook support for external integrations
- Rule-based classification
- Scheduled batch processing
- First-class workflow model (steps, state, retries) that matches what the system actually executes
- Workflow-aware UI status, retries, and observability
- Webhooks + event-driven automation foundations
#### Deliverables
- Pipeline configuration UI
- Webhook management interface
- Rule engine for document routing
- Batch processing scheduler
- Integration examples and templates
- Webhook payload documentation
- Workflow object model and storage
- Workflow-aware file detail view + status dashboard
- Scheduling primitives (recurring jobs / delayed runs)
- Webhook system (outbound events + inbound triggers)
- Integration templates and documentation
---
### v0.7.0 - Advanced AI & Multi-language (August 2026)
**Target Date:** August 1, 2026
### v0.8.0 - Signal: AI Quality, RAG, and Multi-language (Target: November 30, 2026)
**Target Date:** November 30, 2026
**Status:** 📋 Planned
**Theme:** AI Enhancement, Internationalization
**Theme:** AI Quality, Retrieval, Internationalization
**Epic:** #865
#### Goals
- Custom AI model support
- Multi-language OCR
- Document similarity detection
- Duplicate detection
- UI internationalization (i18n)
- API localization
- “Chat with Library” foundations (retrieval + UI)
- Local AI options for privacy-sensitive setups
- Measurable AI quality (confidence + human review loop)
- Expand multilingual capability across OCR + UI
#### Deliverables
- Custom model integration API
- Multi-language OCR configuration
- Similarity algorithm implementation
- Duplicate detection service
- Translation framework (10+ languages)
- Localized documentation
- Vector DB integration and embeddings pipeline
- Chat UI foundations and retrieval API
- Confidence scoring + human review/edit loop for extracted fields
- Multi-language OCR configuration improvements
- Expanded i18n coverage + localized docs
---
### v1.0.0 - Enterprise Edition (November 2026)
**Target Date:** November 1, 2026
### v1.0.0 - Summit: Enterprise Edition (Target: March 31, 2027)
**Target Date:** March 31, 2027
**Status:** 📋 Planned
**Theme:** Enterprise Features, Scalability, Multi-tenancy
**Epic:** #866
This is our first major release, marking production-ready enterprise capabilities.
@@ -244,6 +233,60 @@ This is our first major release, marking production-ready enterprise capabilitie
---
### v2.0.0 - Horizon: Platform Expansion (Target: September 30, 2027)
**Target Date:** September 30, 2027
**Status:** 📋 Planned
**Theme:** Ecosystem, Platform, Distribution
**Epic:** #867
#### Goals
- Make DocuElevate extensible by design (plugins + templates)
- Expand integrations and developer experience
- Harden multi-surface experiences (web, mobile, extension, CLI) as a cohesive product
#### Deliverables
- Plugin system foundations and public extension points
- Template library for pipelines/workflows + “starter kits”
- Integration hub patterns (webhooks, events, connectors)
- SDK + documentation for extensions
---
### v2.1.0 - Sentinel: Governance & Policy (Target: March 31, 2028)
**Target Date:** March 31, 2028
**Status:** 📋 Planned
**Theme:** Governance, Compliance, Policy-driven Automation
**Epic:** #868
#### Goals
- Make governance first-class (retention, legal hold, PII workflows)
- Provide tamper-evident auditing and admin controls
- Introduce policy-driven approvals for sensitive automation
#### Deliverables
- Retention policies + legal hold primitives
- PII detection + redaction workflows
- Tamper-evident audit trails + admin activity feed
- Policy-as-code concepts for workflows (with approval gates)
---
### v3.0.0 - Constellation: Integration Hub & Agent Platform (Target: September 30, 2028)
**Target Date:** September 30, 2028
**Status:** 📋 Planned
**Theme:** Ecosystem, Agents, Interoperability
**Epic:** #869
#### Goals
- Make DocuElevate the “system of record” for document intelligence in an organization
- Support external automation ecosystems (Zapier/Make/n8n) and agent runtimes
- Provide a clean interoperability layer for modern AI tools
#### Deliverables
- DocuElevate MCP server (search, retrieve, summarize, route) and documentation
- Connector marketplace concepts (curated + community)
- Event stream + webhooks at scale (delivery guarantees, retries, signing)
## Release Process
### Automated Semantic Versioning (v0.6.0+)
@@ -255,15 +298,15 @@ Starting with v0.6.0, releases are fully automated using `python-semantic-releas
4. **Automatic Updates**:
- Updates `VERSION` file
- Generates/updates `CHANGELOG.md`
- Creates Git tag (e.g., `v0.6.0`)
- Creates Git tag (e.g., `v0.173.1`)
- 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)
- `feat:` commits → Minor version (e.g., 0.173.1 → 0.174.0)
- `fix:`, `perf:` → Patch version (e.g., 0.173.1 → 0.173.2)
- `feat!:`, `BREAKING CHANGE:` → Major version (e.g., 0.173.1 → 1.0.0)
- Other types (docs, chore, etc.) → No version bump
### Pre-release Checklist (Automated)
@@ -297,10 +340,13 @@ Starting with v0.6.0, releases are fully automated using `python-semantic-releas
| 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 |
| v0.6.0 | 2026-07-31 | **Clarity:** Search & UX | Planned |
| v0.7.0 | 2026-09-30 | **Conductor:** Workflows & Integrations | Planned |
| v0.8.0 | 2026-11-30 | **Signal:** AI Quality, RAG, Multi-language | Planned |
| v1.0.0 | 2027-03-31 | **Summit:** Enterprise | Planned |
| v2.0.0 | 2027-09-30 | **Horizon:** Platform Expansion | Future |
| v2.1.0 | 2028-03-31 | **Sentinel:** Governance & Policy | Future |
| v3.0.0 | 2028-09-30 | **Constellation:** Integration Hub & Agents | Future |
---