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- 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>
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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
Current Release: v0.5.0 (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
- Automated semantic versioning and releases
- OAuth2 authentication with admin group support
- Basic web UI and REST API
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
VERSIONandCHANGELOG.mdautomatically 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
Completed Milestones
v0.5.0 - Settings Management & Configuration (February 2026)
Release Date: February 8, 2026
Status: ✅ Released
Theme: Configuration Management, Security, User Experience
Goals
- Implement database-backed settings management
- Add encryption for sensitive configuration
- Create setup wizard for first-time installation
- Complete settings UI with admin access
- Integrate with existing authentication system
Deliverables
- 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)
- REST API for settings management
- Admin authentication and authorization
- 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
- Add drag-and-drop file upload to Files view
- Refactor upload logic for maintainability
- Improve visual feedback during file interactions
Deliverables
- Drag-and-drop upload functionality in Files view
- Reusable
upload.jsmodule for code DRYness - Visual drop overlay and progress modal
- Enhanced upload error handling
v0.3.2 - Security & Testing Hardening (February 2026)
Release Date: February 6, 2026
Status: ✅ Released
Theme: Security, Quality, Testing
Goals
- Fix critical security vulnerabilities (authlib, starlette)
- Implement comprehensive test suite
- Add security scanning (CodeQL, Bandit)
- Improve CI/CD pipeline
Deliverables
- SECURITY_AUDIT.md documentation
- pytest configuration and fixtures
- API integration tests
- Configuration validation tests
- Updated CI/CD workflows
- Pre-commit hooks configuration
Upcoming Milestones
v0.6.0 - 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
v0.7.0 - 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
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
Release Process
Automated Semantic Versioning (v0.6.0+)
Starting with v0.6.0, releases are fully automated using python-semantic-release:
- Commit with Conventional Format: Use conventional commit messages (feat, fix, etc.)
- Merge to Main: PR merges trigger semantic-release workflow
- Automated Analysis: semantic-release determines version from commits
- Automatic Updates:
- Updates
VERSIONfile - Generates/updates
CHANGELOG.md - Creates Git tag (e.g.,
v0.6.0) - Creates GitHub Release with notes
- Triggers Docker image builds
- Updates
- No Manual Steps: VERSION and CHANGELOG are never edited manually
Version Bump Rules
feat:commits → Minor version (0.5.0 → 0.6.0)fix:,perf:→ Patch version (0.5.0 → 0.5.1)feat!:,BREAKING CHANGE:→ Major version (0.5.0 → 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 | 2026-04 | Search & UX | Planned |
| v0.7.0 | 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
This milestone document is updated regularly. For real-time status, check our GitHub Projects board.