docs: extend product roadmap and milestones
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Christian Krakau-Louis
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# DocuElevate Roadmap
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**Last Updated:** 2026-02-08
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**Version:** 1.0
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**Last Updated:** 2026-05-23
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**Version:** 2.0
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## Vision
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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.
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## How to Read This Roadmap
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DocuElevate ships frequently (automated semantic versioning), so this roadmap is organized around **milestone outcomes** and **themes**, not exact build numbers.
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- **P0** = required for the milestone to feel “done”
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- **P1** = strongly desired; may slip if needed
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- **P2** = nice-to-have / opportunistic
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For the detailed milestone breakdown and target dates, see [MILESTONES.md](MILESTONES.md).
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## Release Naming
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Each major milestone release carries a codename to anchor key project moments. These names appear in the status dashboard, build metadata, and changelog. For details, see [docs/ReleaseNaming.md](docs/ReleaseNaming.md).
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| Version Range | Codename | Theme |
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|---------------|---------------|--------------------------------------------------|
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| 0.5.x | **Foundation** | Core platform, multi-provider storage, AI, UI |
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| 0.6.x | **Clarity** | Enhanced search, filtering, UI/UX improvements |
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| 0.7.x | **Conductor** | Workflow automation, pipelines, rule-based logic |
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| 1.0.x | **Summit** | Enterprise features, multi-tenancy, RBAC |
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| 1.1.x | **Bridge** | Collaboration, sharing, analytics |
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| 2.0.x | **Horizon** | On-premise AI, platform expansion |
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| Milestone | Codename | Theme |
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|----------|------------------|-------|
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| v0.6.0 | **Clarity** | Search, discovery, and modern UX |
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| v0.7.0 | **Conductor** | Workflows, orchestration, and integrations |
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| v0.8.0 | **Signal** | AI quality, multilingual, and “Chat with Library” foundations |
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| v1.0.0 | **Summit** | Enterprise readiness (multi-tenancy, RBAC, scaling) |
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| v2.0.0 | **Horizon** | Platform expansion and ecosystem maturity |
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| v2.1.0+ | **Sentinel** | Governance, compliance, and policy-driven automation |
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| v3.0.0 | **Constellation**| Integration hub, agents, and interoperability |
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## Current Status (v0.5.0 "Foundation")
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## Current Product Capabilities (Today)
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### Core Features ✅
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- Multi-provider document storage (Dropbox, Google Drive, OneDrive, Nextcloud, S3, etc.)
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- IMAP email integration for document ingestion
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- OCR processing via Azure Document Intelligence
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- AI-powered metadata extraction via OpenAI
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- PDF conversion via Gotenberg
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- Web UI for document upload and management
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- **Database-backed settings management with admin UI**
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- **Fernet encryption for sensitive configuration**
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- **Setup wizard for first-time installation**
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- REST API with OpenAPI documentation
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- Celery-based async task processing
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- OAuth2 authentication via Authentik with admin group support
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- Multi-channel ingestion (web upload, IMAP email, watched folders, mobile, CLI, API)
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- Multi-engine OCR + AI extraction with configurable providers
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- Customizable processing pipelines and routing rules
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- Full-text search and document discovery
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- Multi-destination distribution (cloud providers, DMS, protocols, email)
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- Admin UI for configuration (database-backed settings, encryption, setup wizard)
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- Production hardening building blocks (CI/CD, security docs, deployment guides)
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## Short-term Goals (Q1-Q2 2026) - v0.4.x to v0.5.x "Foundation"
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## Feature Landscape (Themes)
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### Quality & Stability 🎯
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- **Test Coverage** (High Priority)
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- [ ] Achieve 80% code coverage for core modules
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- [ ] Add integration tests for all storage providers
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- [ ] Add end-to-end workflow tests
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- [ ] Performance benchmarks and load testing
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### 1) Search & Discovery
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- **P0:** hybrid search (keyword + semantic), fast faceted filtering, saved searches
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- **P1:** “explain results” (why a document matched), query suggestions, pinned results
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- **P2:** entity search (people/companies/amounts/dates) and graph-style exploration
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- **Code Quality** (High Priority)
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- [ ] Enable strict linting in CI/CD
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- [ ] Refactor large modules for better maintainability
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- [ ] Add comprehensive type hints
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- [ ] Improve error handling and user feedback
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### 2) AI Quality & Trust
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- **P0:** confidence scoring, human review/edit loop, extraction evaluation harness
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- **P1:** per-document-type schemas/templates, active learning (feedback improves extraction)
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- **P2:** multi-model routing (choose model by cost/latency/accuracy per step)
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- **Security** (Critical Priority)
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- [x] Fix known vulnerabilities in dependencies
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- [ ] Implement rate limiting on API endpoints
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- [ ] Add CSRF protection
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- [ ] Security audit by external party
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- [ ] Implement API key rotation
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- [ ] Add audit logging for sensitive operations
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### 3) Workflow Automation & Orchestration
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- **P0:** first-class workflow model (steps, state, retries), workflow-aware UI status
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- **P1:** visual workflow builder, scheduling, webhooks, and event-driven triggers
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- **P2:** agentic workflows (“autopilot” suggestions with approval gates)
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- **Release Automation** (Completed ✅)
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- [x] Implement semantic-release for automated versioning
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- [x] Add conventional commit validation
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- [x] Automate CHANGELOG generation
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- [x] Integrate Docker builds with releases
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### 4) Integrations & Ecosystem (Including MCP)
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- **P0:** stable webhooks + outbound actions (Slack/Teams, email, DMS), bi-directional sync where supported
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- **P1:** “Integration Hub” (Zapier/Make/n8n style), connector templates, secrets handling patterns
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- **P2:** **MCP**: ship a DocuElevate MCP server (search, retrieve, summarize, route) + allow MCP tools as pipeline steps
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### Features - v0.4.0
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- **Enhanced Search & Filtering** → _preparing for v0.6.0 "Clarity"_
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- [ ] Full-text search across documents
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- [ ] Advanced filtering by metadata, tags, date ranges
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- [ ] Saved search queries
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- [ ] Bulk operations on search results
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### 5) Governance, Compliance, and Security
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- **P0:** audit trails, tamper-evident logs, API key lifecycle/rotation, admin activity feed
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- **P1:** retention policies, legal hold, PII detection + redaction, data residency controls
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- **P2:** compliance packs (SOC2/GDPR/HIPAA), BYOK/KMS integration paths
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- **Improved UI/UX**
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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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- [ ] Drag-and-drop file upload
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- [ ] Progress indicators for long-running tasks
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- [ ] Real-time notifications via WebSocket
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### 6) Enterprise & Scale
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- **P0:** multi-tenancy, RBAC, horizontal scaling reference architecture
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- **P1:** SCIM provisioning, SAML/Okta/Azure AD hardening, quotas/billing at org level
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- **P2:** multi-region deployment patterns and disaster recovery playbooks
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### Features - v0.5.0 "Foundation"
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- **Workflow Automation** → _evolving into v0.7.0 "Conductor"_
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- [ ] Custom processing pipelines
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- [ ] Conditional routing based on document type
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- [ ] Scheduled batch processing
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- [ ] Webhook support for external integrations
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- [ ] Rule-based document classification
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## Release Plan (Extended)
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- **Advanced AI Features**
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- [ ] Custom AI models for specialized document types
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- [ ] Multi-language OCR support
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- [ ] Document similarity detection
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- [ ] Automatic duplicate detection
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- [ ] Intelligent document splitting
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This plan extends the existing milestones with a clearer thematic arc and a forward-looking “beyond v2.0” horizon. Each milestone links to an epic issue that owns scope and sub-issues.
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## Medium-term Goals (Q3-Q4 2026) - v1.0.x "Summit"
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### v0.6.0 — Clarity (Search & UX)
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- **Outcome:** users can reliably find, preview, and act on documents in seconds
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- **P0:** semantic search + hybrid ranking, saved searches, fast filters, preview-first UX
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- **P1:** bulk operations, query suggestions, accessibility/dark mode polish
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- **Tracking:** GitHub milestone `v0.6.0 - Enhanced Search & UI` (epic #863)
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### Enterprise Features - v1.0.0 "Summit"
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- **Multi-tenancy**
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- [ ] Organization/team management
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- [ ] Role-based access control (RBAC)
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- [ ] Per-tenant configuration
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- [ ] Resource quotas and limits
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- [ ] Audit logs per organization
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### v0.7.0 — Conductor (Workflows & Integrations)
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- **Outcome:** workflows are explicit, inspectable, and automatable end-to-end
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- **P0:** workflow object model + workflow-aware UI status, retries, pipeline definitions
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- **P1:** workflow builder, scheduling, inbound/outbound webhooks
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- **P2:** integration templates + “connector marketplace” concepts
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- **Tracking:** GitHub milestone `v0.7.0 - Workflow Automation` (epic #864)
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- **Scalability**
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- [ ] Horizontal scaling support
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- [ ] Distributed task processing
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- [ ] Caching layer (Redis/Memcached)
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- [ ] Database connection pooling
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- [ ] Message queue optimization
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### v0.8.0 — Signal (AI Quality + “Chat with Library” Foundations)
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- **Outcome:** AI features are measurable, reviewable, and safe to trust
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- **P0:** vector DB + embeddings pipeline, chat UI foundations, local AI options
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- **P1:** confidence scoring and review loop, extraction evaluation harness
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- **P2:** multilingual UX + localization expansion
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- **Tracking:** GitHub milestone `v0.8.0 - Advanced AI & Multi-language` (epic #865)
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- **Advanced Integrations**
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- [ ] Microsoft SharePoint integration
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- [ ] Slack/Teams bot integration
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- [ ] Zapier/Make.com integration
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- [ ] Custom webhook receivers
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- [ ] GraphQL API
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### v1.0.0 — Summit (Enterprise Readiness)
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- **Outcome:** teams can run DocuElevate with strong isolation, access control, and scale
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- **P0:** multi-tenancy, RBAC, audit logging, scaling guidance
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- **P1:** SSO hardening (SAML/LDAP), org-level quotas and billing hooks
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- **P2:** enterprise admin experience (policies, approvals, reporting)
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- **Tracking:** GitHub milestone `v1.0.0 - Enterprise Edition` (epic #866)
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### Features - v1.1.0 "Bridge"
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- **Collaboration**
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- [ ] Document sharing with expiring links
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- [ ] Comments and annotations
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- [ ] Version history and rollback
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- [ ] Real-time collaborative editing metadata
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- [ ] Activity feed
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### v2.0.0 — Horizon (Platform Expansion)
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- **Outcome:** DocuElevate becomes an extensible platform with a thriving ecosystem
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- **P0:** plugin system foundations, SDK + templates, deeper integrations
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- **P1:** marketplace patterns, app distribution, mobile/extension maturity
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- **P2:** multi-workspace experiences (personal + org)
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- **Tracking:** GitHub milestone `v2.0.0 - Platform Expansion` (epic #867)
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- **Reporting & Analytics**
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- [ ] Processing statistics dashboard
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- [ ] Storage usage analytics
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- [ ] AI confidence scores and accuracy tracking
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- [ ] Cost analysis per provider
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- [ ] Export reports (PDF, CSV, Excel)
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### v2.1.0+ — Sentinel (Governance & Policy)
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- **Outcome:** governance becomes a first-class layer (policy-driven automation)
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- **P0:** retention + legal hold, PII detection/redaction, tamper-evident audit trails
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- **P1:** BYOK/KMS integration patterns, advanced access policies, compliance reporting
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- **P2:** “policy as code” for workflows + approvals (change management)
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- **Tracking:** GitHub milestone `v2.1.0 - Governance & Policy (Sentinel)` (epic #868)
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## Long-term Goals (2027+) - v2.0+ "Horizon"
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### v3.0.0 — Constellation (Integration Hub & Agent Platform)
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- **Outcome:** DocuElevate plugs into modern automation and AI ecosystems as a first-class system of record
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- **P0:** MCP server, durable event stream + production-grade webhooks
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- **P1:** connector templates + curated catalog, agent-friendly permissioning and auditing
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- **P2:** bring-your-own-agent patterns (sandboxing, scoped credentials)
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- **Tracking:** GitHub milestone `v3.0.0 - Integration Hub & Agent Platform (Constellation)` (epic #869)
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### Strategic Initiatives
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- **On-Premise AI Models**
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- [ ] Self-hosted OCR (Tesseract, EasyOCR)
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- [ ] Local LLM integration (Ollama, LLaMA)
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- [ ] GPU acceleration support
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- [ ] Model fine-tuning interface
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- [ ] Hybrid cloud/on-premise processing
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## Research Bets (Optional / Experimental)
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- **Advanced Document Management**
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- [ ] Document lifecycle management
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- [ ] Retention policies and auto-deletion
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- [ ] Compliance templates (GDPR, HIPAA, SOC2)
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- [ ] Digital signature support
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- [ ] Encryption at rest and in transit
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These are longer-horizon bets that should only be productized if they prove real user value.
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- **Platform Expansion**
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- [ ] Desktop applications (Electron)
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- [ ] Mobile apps (iOS/Android)
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- [ ] Browser extensions
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- [ ] Command-line interface (CLI)
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- [ ] VS Code extension for developers
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### Research & Innovation
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- [ ] Machine learning for custom document types
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- [ ] Blockchain for document provenance
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- [ ] Federated learning for privacy-preserving AI
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- [ ] Edge computing support
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- [ ] Quantum-resistant encryption
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- Knowledge graph over extracted entities (contracts ↔ vendors ↔ invoices)
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- Auto-generated “case files” (collections) from intent (“tax 2025”, “project alpha”)
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- Privacy-preserving learning (federated patterns) to improve extraction quality
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- Document provenance (signing, attestations) and tamper detection
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## Community & Ecosystem
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