# DocuElevate Milestones

**Last Updated:** 2026-05-23

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

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## Current State (Continuous Releases)

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**:
- Version management handled by `python-semantic-release`
- Releases automated via GitHub Actions on merge to main
- Version bumps determined by conventional commit messages
- `VERSION` and `CHANGELOG.md` automatically updated
- GitHub Releases created automatically with release notes

---

## Previous Releases

### v0.3.3 (February 2026)
- Drag-and-drop file upload on Files page
- Enhanced upload UI and functionality

### v0.3.2 (February 2026)
- Security hardening (Authlib/Starlette updates)
- Testing infrastructure implementation
- CI/CD improvements

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## Completed Milestones

### v0.5.0 - Settings Management & Configuration (February 2026)
**Release Date:** February 8, 2026
**Status:** ✅ Released
**Theme:** Configuration Management, Security, User Experience

#### Goals
- [x] **Implement database-backed settings management**
- [x] **Add encryption for sensitive configuration**
- [x] **Create setup wizard for first-time installation**
- [x] Complete settings UI with admin access
- [x] Integrate with existing authentication system

#### Deliverables
- [x] **Settings management UI at /settings**
- [x] **Setup wizard at /setup**
- [x] **Fernet encryption for sensitive settings**
- [x] **Source indicators (DB/ENV/DEFAULT)**
- [x] **Complete settings documentation**
- [x] **Framework analysis (FRAMEWORK_ANALYSIS.md)**
- [x] REST API for settings management
- [x] Admin authentication and authorization
- [x] Comprehensive test coverage

#### New Features
- **Settings Management System**: Web-based admin UI for viewing and editing 102 application settings across 10 categories
- **Encryption**: Fernet symmetric encryption for sensitive values (passwords, API keys, tokens) with key derived from SESSION_SECRET
- **Setup Wizard**: 3-step wizard for first-time configuration (Infrastructure → Security → AI Services)
- **Precedence System**: Settings resolved in order: Database > Environment Variables > Defaults
- **Source Indicators**: Visual badges showing where each setting value originates (🟢 DB, 🔵 ENV, ⚪ DEFAULT)
- **Admin Access Control**: OAuth admin group support and proper decorator pattern for authorization

---

### v0.3.3 - Drag-and-Drop Upload (February 2026)
**Release Date:** February 8, 2026
**Status:** ✅ Released
**Theme:** User Experience Enhancement

#### Goals
- [x] Add drag-and-drop file upload to Files view
- [x] Refactor upload logic for maintainability
- [x] Improve visual feedback during file interactions

#### Deliverables
- [x] Drag-and-drop upload functionality in Files view
- [x] Reusable `upload.js` module for code DRYness
- [x] Visual drop overlay and progress modal
- [x] Enhanced upload error handling

---

### v0.3.2 - Security & Testing Hardening (February 2026)
**Release Date:** February 6, 2026
**Status:** ✅ Released
**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

#### Deliverables
- [x] SECURITY_AUDIT.md documentation
- [x] pytest configuration and fixtures
- [x] API integration tests
- [x] Configuration validation tests
- [x] Updated CI/CD workflows
- [x] Pre-commit hooks configuration

---

## Upcoming Milestones

### v0.6.0 - Clarity: Enhanced Search & UI (Target: July 31, 2026)
**Target Date:** July 31, 2026
**Status:** 📋 Planned
**Theme:** Search, Discovery, Modern UX
**Epic:** #863

#### Goals
- Hybrid discovery: keyword + semantic search, fast filtering, saved searches
- Preview-first UX (open, skim, and act quickly)
- Modern UX polish (accessibility, responsiveness, performance)

#### Deliverables
- 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
- Potential pagination/search response changes (must be versioned and documented)

#### Migration Path
- Version endpoints where needed and keep previous versions working for at least 2 minor milestones

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### 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
- 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
- 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

---

### v0.8.0 - Signal: AI Quality, RAG, and Multi-language (Target: November 30, 2026)
**Target Date:** November 30, 2026
**Status:** 📋 Planned
**Theme:** AI Quality, Retrieval, Internationalization
**Epic:** #865

#### Goals
- “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
- 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 - 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.

#### 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

---

### 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+)
Starting with v0.6.0, releases are fully automated using `python-semantic-release`:

1. **Commit with Conventional Format**: Use conventional commit messages (feat, fix, etc.)
2. **Merge to Main**: PR merges trigger semantic-release workflow
3. **Automated Analysis**: semantic-release determines version from commits
4. **Automatic Updates**:
   - Updates `VERSION` file
   - Generates/updates `CHANGELOG.md`
   - 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 (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)
- [ ] 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

---

## 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 |
| v0.3.1 | 2026-01-15 | OAuth2 Integration | Released |
| 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 | 2026-07-31 | **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 |

---

## 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

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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.*