gh-christianlouis-docuelevate/MILESTONES.md

DocuElevate Milestones

Last Updated: 2026-02-08

This document outlines the release milestones, versioning strategy, and detailed feature breakdown for DocuElevate.

Versioning Strategy

DocuElevate follows Semantic Versioning 2.0.0:

• 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 Release: v0.3.3 (February 2026)

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
• OAuth2 authentication with admin group support
• Basic web UI and REST API

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Previous Releases

v0.3.2 (February 2026)

• Production-ready document processing
• Multi-provider storage support
• Basic web UI and REST API
• OAuth2 authentication

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Upcoming Milestones

v0.3.3 - Security & Testing Hardening (February 2026)

Target Date: February 15, 2026
Release Date: February 8, 2026
Status: ✅ Released
Theme: Security, Quality, Testing, Configuration Management

Goals

• Fix critical security vulnerabilities (authlib, starlette)
• Implement comprehensive test suite
• Add security scanning (CodeQL, Bandit)
• Improve CI/CD pipeline
• Implement database-backed settings management
• Add encryption for sensitive configuration
• Create setup wizard for first-time installation
• Achieve 60% test coverage (ongoing)
• Add pre-commit hooks (ongoing)
• Update all dependencies to latest secure versions (ongoing)

Deliverables

• SECURITY_AUDIT.md documentation
• pytest configuration and fixtures
• API integration tests
• Configuration validation tests
• Settings management UI at /settings
• Setup wizard at /setup
• Fernet encryption for sensitive settings
• Source indicators (DB/ENV/DEFAULT)
• Complete settings documentation
• Framework analysis (FRAMEWORK_ANALYSIS.md)
• Task processing tests (ongoing)
• Storage provider integration tests (ongoing)
• Updated CI/CD workflows
• Security best practices guide (ongoing)

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

Technical Improvements

• Fixed /settings redirect loop issue
• Added cryptography>=41.0.0 dependency
• Created encryption utilities (app/utils/encryption.py)
• Implemented settings service with auto-encrypt/decrypt
• Built responsive wizard UI with progress indicators
• Comprehensive test coverage for settings functionality

Breaking Changes

• None

Migration Notes

• Setup wizard automatically appears for fresh installations
• Existing installations can skip wizard
• All settings remain backward compatible with environment variables
• Database settings override environment variables when present

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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

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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

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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)

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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

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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

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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

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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

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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	2026-02-06	Security Updates	Released
v0.3.3	2026-02-08	Current Stable - Configuration Management	Released
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

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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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Contributing to Milestones

Want to contribute to a specific milestone?

1. Check the GitHub Projects board
2. Look for issues tagged with milestone labels
3. Read CONTRIBUTING.md
4. Comment on the issue you'd like to work on
5. Submit a PR linked to the issue

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This milestone document is updated regularly. For real-time status, check our GitHub Projects board.