gh-christianlouis-docuelevate/MILESTONES.md

# DocuElevate Milestones

**Last Updated:** 2026-02-06

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

---

## Current Release: v0.3.2 (February 2026)

### Status: Stable
- Production-ready document processing
- Multi-provider storage support
- Basic web UI and REST API
- OAuth2 authentication

---

## Upcoming Milestones

### v0.3.3 - Security & Testing Hardening (February 2026)
**Target Date:** February 15, 2026  
**Status:** 🚧 In Progress  
**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
- [ ] Achieve 60% test coverage
- [ ] Add pre-commit hooks
- [ ] Update all dependencies to latest secure versions

#### Deliverables
- [x] SECURITY_AUDIT.md documentation
- [x] pytest configuration and fixtures
- [x] API integration tests
- [x] Configuration validation tests
- [ ] Task processing tests
- [ ] Storage provider integration tests
- [x] Updated CI/CD workflows
- [ ] Security best practices guide

#### Breaking Changes
- None

---

### v0.4.0 - Enhanced Search & UI Improvements (April 2026)
**Target Date:** April 1, 2026  
**Status:** 📋 Planned  
**Theme:** User Experience, Search, Performance

#### 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

#### 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

#### Breaking Changes
- API response format changes for search endpoints (documented)

#### Migration Path
- Search endpoint changes will be versioned (/api/v1/search → /api/v2/search)
- Old endpoints deprecated but functional for 2 releases

---

### v0.4.5 - Workflow Automation (June 2026)
**Target Date:** June 1, 2026  
**Status:** 📋 Planned  
**Theme:** Automation, Integration, Webhooks

#### Goals
- Custom processing pipelines
- Conditional routing based on document type
- Webhook support for external integrations
- Rule-based classification
- Scheduled batch processing

#### Deliverables
- Pipeline configuration UI
- Webhook management interface
- Rule engine for document routing
- Batch processing scheduler
- Integration examples and templates
- Webhook payload documentation

#### Breaking Changes
- None

---

### v0.5.0 - Advanced AI & Multi-language (August 2026)
**Target Date:** August 1, 2026  
**Status:** 📋 Planned  
**Theme:** AI Enhancement, Internationalization

#### Goals
- Custom AI model support
- Multi-language OCR
- Document similarity detection
- Duplicate detection
- UI internationalization (i18n)
- API localization

#### Deliverables
- Custom model integration API
- Multi-language OCR configuration
- Similarity algorithm implementation
- Duplicate detection service
- Translation framework (10+ languages)
- Localized documentation

#### Breaking Changes
- Configuration file format changes (auto-migration script provided)

---

### v1.0.0 - Enterprise Edition (November 2026)
**Target Date:** November 1, 2026  
**Status:** 📋 Planned  
**Theme:** Enterprise Features, Scalability, Multi-tenancy

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

- **Observability**
  - Comprehensive audit logs
  - Prometheus metrics export
  - Grafana dashboards
  - APM integration (New Relic, DataDog)
  - SLA monitoring

- **Documentation**
  - Enterprise deployment guide
  - High availability setup
  - Disaster recovery procedures
  - Security compliance guide
  - Professional services offerings

#### Breaking Changes
- Database schema migration (automatic with Alembic)
- Configuration file restructure (migration tool provided)
- API v1 deprecated (v2 required for new features)

#### Migration Path
- Detailed migration guide provided
- Automated migration scripts
- Rollback procedures documented
- Migration support via GitHub Discussions

---

### v1.1.0 - Collaboration & Analytics (January 2027)
**Target Date:** January 15, 2027  
**Status:** 📋 Planned  
**Theme:** Collaboration, Reporting, Analytics

#### Goals
- Document sharing with expiring links
- Comments and annotations
- Version history
- Analytics dashboard
- Cost analysis
- Export reports

#### Deliverables
- Sharing interface with permissions
- Comment system with threading
- Version control and diff viewer
- Analytics dashboard with charts
- Cost breakdown by provider
- Report generation (PDF, CSV, Excel)
- User activity tracking

#### Breaking Changes
- None

---

### v2.0.0 - On-Premise AI & Platform Expansion (Q3 2027)
**Target Date:** Q3 2027  
**Status:** 🔮 Future  
**Theme:** Self-hosting, Privacy, Platform Diversity

#### Goals
- Self-hosted AI models (no cloud dependencies)
- Local LLM integration
- Desktop and mobile applications
- Offline-first capabilities
- Enhanced privacy features
- Plugin marketplace

#### Deliverables
- Tesseract/EasyOCR integration
- Ollama/LLaMA support
- Desktop app (Windows, Mac, Linux)
- Mobile apps (iOS, Android)
- Browser extensions (Chrome, Firefox)
- Plugin SDK and marketplace
- Offline mode

#### Breaking Changes
- Major API restructure (v3)
- New authentication system
- Configuration format change
- Minimum Python version: 3.12

---

## Release Process

### Pre-release Checklist
- [ ] 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

### Post-release
- [ ] GitHub release created
- [ ] Blog post published
- [ ] Social media announcement
- [ ] Community notification
- [ ] Support documentation updated
- [ ] Monitor for critical issues

---

## 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 |
| v0.3.2 | 2026-02 | Current Stable | Released |
| v0.3.3 | 2026-02 | Security & Testing | In Progress |
| v0.4.0 | 2026-04 | Search & UX | Planned |
| v0.5.0 | 2026-08 | Advanced AI | Planned |
| v1.0.0 | 2026-11 | Enterprise | Planned |
| v2.0.0 | 2027-Q3 | Platform Expansion | 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

---

## Contributing to Milestones

Want to contribute to a specific milestone?

1. Check the [GitHub Projects](https://github.com/christianlouis/DocuElevate/projects) board
2. Look for issues tagged with milestone labels
3. Read [CONTRIBUTING.md](CONTRIBUTING.md)
4. Comment on the issue you'd like to work on
5. Submit a PR linked to the issue

---

*This milestone document is updated regularly. For real-time status, check our [GitHub Projects](https://github.com/christianlouis/DocuElevate/projects) board.*