copilot-swe-agent[bot]
c31b0f24bc
- Update TODO.md with completed semantic-release tasks - Add versioning note to TODO.md warning about automated VERSION management - Update MILESTONES.md with automated release process section - Update ROADMAP.md to mark release automation as completed - Sync documentation status across all planning docs Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
325 lines
10 KiB
Markdown
325 lines
10 KiB
Markdown
# DocuElevate Milestones
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**Last Updated:** 2026-02-08
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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: v0.5.0 (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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- **Database-backed settings management with encryption**
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- **Setup wizard for first-time configuration**
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- **Admin UI for runtime configuration**
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- **Automated semantic versioning and releases**
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- OAuth2 authentication with admin group support
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- Basic web UI and REST API
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### Important Note on Versioning
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As of February 2026, DocuElevate uses **automated semantic versioning**:
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- Version management handled by `python-semantic-release`
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- Releases automated via GitHub Actions on merge to main
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- Version bumps determined by conventional commit messages
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- `VERSION` and `CHANGELOG.md` automatically updated
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- GitHub Releases created automatically with release notes
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---
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## Previous Releases
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### v0.3.3 (February 2026)
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- Drag-and-drop file upload on Files page
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- Enhanced upload UI and functionality
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### v0.3.2 (February 2026)
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- Security hardening (Authlib/Starlette updates)
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- Testing infrastructure implementation
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- CI/CD improvements
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---
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## Completed Milestones
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### v0.5.0 - Settings Management & Configuration (February 2026)
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**Release Date:** February 8, 2026
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**Status:** ✅ Released
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**Theme:** Configuration Management, Security, User Experience
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#### Goals
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- [x] **Implement database-backed settings management**
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- [x] **Add encryption for sensitive configuration**
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- [x] **Create setup wizard for first-time installation**
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- [x] Complete settings UI with admin access
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- [x] Integrate with existing authentication system
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#### Deliverables
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- [x] **Settings management UI at /settings**
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- [x] **Setup wizard at /setup**
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- [x] **Fernet encryption for sensitive settings**
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- [x] **Source indicators (DB/ENV/DEFAULT)**
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- [x] **Complete settings documentation**
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- [x] **Framework analysis (FRAMEWORK_ANALYSIS.md)**
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- [x] REST API for settings management
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- [x] Admin authentication and authorization
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- [x] Comprehensive test coverage
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#### New Features
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- **Settings Management System**: Web-based admin UI for viewing and editing 102 application settings across 10 categories
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- **Encryption**: Fernet symmetric encryption for sensitive values (passwords, API keys, tokens) with key derived from SESSION_SECRET
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- **Setup Wizard**: 3-step wizard for first-time configuration (Infrastructure → Security → AI Services)
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- **Precedence System**: Settings resolved in order: Database > Environment Variables > Defaults
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- **Source Indicators**: Visual badges showing where each setting value originates (🟢 DB, 🔵 ENV, ⚪ DEFAULT)
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- **Admin Access Control**: OAuth admin group support and proper decorator pattern for authorization
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---
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### v0.3.3 - Drag-and-Drop Upload (February 2026)
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**Release Date:** February 8, 2026
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**Status:** ✅ Released
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**Theme:** User Experience Enhancement
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#### Goals
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- [x] Add drag-and-drop file upload to Files view
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- [x] Refactor upload logic for maintainability
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- [x] Improve visual feedback during file interactions
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#### Deliverables
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- [x] Drag-and-drop upload functionality in Files view
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- [x] Reusable `upload.js` module for code DRYness
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- [x] Visual drop overlay and progress modal
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- [x] Enhanced upload error handling
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---
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### v0.3.2 - Security & Testing Hardening (February 2026)
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**Release Date:** February 6, 2026
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**Status:** ✅ Released
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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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#### 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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- [x] Updated CI/CD workflows
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- [x] Pre-commit hooks configuration
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---
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## Upcoming Milestones
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### v0.6.0 - 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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---
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### v0.7.0 - 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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---
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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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---
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## Release Process
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### Automated Semantic Versioning (v0.6.0+)
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Starting with v0.6.0, releases are fully automated using `python-semantic-release`:
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1. **Commit with Conventional Format**: Use conventional commit messages (feat, fix, etc.)
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2. **Merge to Main**: PR merges trigger semantic-release workflow
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3. **Automated Analysis**: semantic-release determines version from commits
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4. **Automatic Updates**:
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- Updates `VERSION` file
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- Generates/updates `CHANGELOG.md`
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- Creates Git tag (e.g., `v0.6.0`)
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- Creates GitHub Release with notes
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- Triggers Docker image builds
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5. **No Manual Steps**: VERSION and CHANGELOG are never edited manually
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### Version Bump Rules
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- `feat:` commits → Minor version (0.5.0 → 0.6.0)
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- `fix:`, `perf:` → Patch version (0.5.0 → 0.5.1)
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- `feat!:`, `BREAKING CHANGE:` → Major version (0.5.0 → 1.0.0)
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- Other types (docs, chore, etc.) → No version bump
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### Pre-release Checklist (Automated)
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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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---
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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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| v0.3.1 | 2026-01-15 | OAuth2 Integration | Released |
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| v0.3.2 | 2026-02-06 | Security Updates | Released |
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| v0.3.3 | 2026-02-08 | Drag-and-Drop Upload | Released |
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| v0.5.0 | 2026-02-08 | **Settings & Encryption** | **Released** |
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| v0.6.0 | 2026-04 | Search & UX | Planned |
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| v0.7.0 | 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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*This milestone document is updated regularly. For real-time status, check our [GitHub Projects](https://github.com/christianlouis/DocuElevate/projects) board.* |