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Christian Krakau-Louis e46f9b9a21 docs: extend product roadmap and milestones
2026-05-23 02:29:46 +02:00

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DocuElevate Roadmap

Last Updated: 2026-05-23 Version: 2.0

Vision

DocuElevate aims to be the premier open-source intelligent document processing platform, providing seamless integration with cloud storage providers, advanced AI-powered metadata extraction, and enterprise-grade security and scalability.

How to Read This Roadmap

DocuElevate ships frequently (automated semantic versioning), so this roadmap is organized around milestone outcomes and themes, not exact build numbers.

  • P0 = required for the milestone to feel “done”
  • P1 = strongly desired; may slip if needed
  • P2 = nice-to-have / opportunistic

For the detailed milestone breakdown and target dates, see MILESTONES.md.

Release Naming

Each major milestone release carries a codename to anchor key project moments. These names appear in the status dashboard, build metadata, and changelog. For details, see docs/ReleaseNaming.md.

Milestone Codename Theme
v0.6.0 Clarity Search, discovery, and modern UX
v0.7.0 Conductor Workflows, orchestration, and integrations
v0.8.0 Signal AI quality, multilingual, and “Chat with Library” foundations
v1.0.0 Summit Enterprise readiness (multi-tenancy, RBAC, scaling)
v2.0.0 Horizon Platform expansion and ecosystem maturity
v2.1.0+ Sentinel Governance, compliance, and policy-driven automation
v3.0.0 Constellation Integration hub, agents, and interoperability

Current Product Capabilities (Today)

Core Features ✅

  • Multi-channel ingestion (web upload, IMAP email, watched folders, mobile, CLI, API)
  • Multi-engine OCR + AI extraction with configurable providers
  • Customizable processing pipelines and routing rules
  • Full-text search and document discovery
  • Multi-destination distribution (cloud providers, DMS, protocols, email)
  • Admin UI for configuration (database-backed settings, encryption, setup wizard)
  • Production hardening building blocks (CI/CD, security docs, deployment guides)

Feature Landscape (Themes)

1) Search & Discovery

  • P0: hybrid search (keyword + semantic), fast faceted filtering, saved searches
  • P1: “explain results” (why a document matched), query suggestions, pinned results
  • P2: entity search (people/companies/amounts/dates) and graph-style exploration

2) AI Quality & Trust

  • P0: confidence scoring, human review/edit loop, extraction evaluation harness
  • P1: per-document-type schemas/templates, active learning (feedback improves extraction)
  • P2: multi-model routing (choose model by cost/latency/accuracy per step)

3) Workflow Automation & Orchestration

  • P0: first-class workflow model (steps, state, retries), workflow-aware UI status
  • P1: visual workflow builder, scheduling, webhooks, and event-driven triggers
  • P2: agentic workflows (“autopilot” suggestions with approval gates)

4) Integrations & Ecosystem (Including MCP)

  • P0: stable webhooks + outbound actions (Slack/Teams, email, DMS), bi-directional sync where supported
  • P1: “Integration Hub” (Zapier/Make/n8n style), connector templates, secrets handling patterns
  • P2: MCP: ship a DocuElevate MCP server (search, retrieve, summarize, route) + allow MCP tools as pipeline steps

5) Governance, Compliance, and Security

  • P0: audit trails, tamper-evident logs, API key lifecycle/rotation, admin activity feed
  • P1: retention policies, legal hold, PII detection + redaction, data residency controls
  • P2: compliance packs (SOC2/GDPR/HIPAA), BYOK/KMS integration paths

6) Enterprise & Scale

  • P0: multi-tenancy, RBAC, horizontal scaling reference architecture
  • P1: SCIM provisioning, SAML/Okta/Azure AD hardening, quotas/billing at org level
  • P2: multi-region deployment patterns and disaster recovery playbooks

Release Plan (Extended)

This plan extends the existing milestones with a clearer thematic arc and a forward-looking “beyond v2.0” horizon. Each milestone links to an epic issue that owns scope and sub-issues.

v0.6.0 — Clarity (Search & UX)

  • Outcome: users can reliably find, preview, and act on documents in seconds
  • P0: semantic search + hybrid ranking, saved searches, fast filters, preview-first UX
  • P1: bulk operations, query suggestions, accessibility/dark mode polish
  • Tracking: GitHub milestone v0.6.0 - Enhanced Search & UI (epic #863)

v0.7.0 — Conductor (Workflows & Integrations)

  • Outcome: workflows are explicit, inspectable, and automatable end-to-end
  • P0: workflow object model + workflow-aware UI status, retries, pipeline definitions
  • P1: workflow builder, scheduling, inbound/outbound webhooks
  • P2: integration templates + “connector marketplace” concepts
  • Tracking: GitHub milestone v0.7.0 - Workflow Automation (epic #864)

v0.8.0 — Signal (AI Quality + “Chat with Library” Foundations)

  • Outcome: AI features are measurable, reviewable, and safe to trust
  • P0: vector DB + embeddings pipeline, chat UI foundations, local AI options
  • P1: confidence scoring and review loop, extraction evaluation harness
  • P2: multilingual UX + localization expansion
  • Tracking: GitHub milestone v0.8.0 - Advanced AI & Multi-language (epic #865)

v1.0.0 — Summit (Enterprise Readiness)

  • Outcome: teams can run DocuElevate with strong isolation, access control, and scale
  • P0: multi-tenancy, RBAC, audit logging, scaling guidance
  • P1: SSO hardening (SAML/LDAP), org-level quotas and billing hooks
  • P2: enterprise admin experience (policies, approvals, reporting)
  • Tracking: GitHub milestone v1.0.0 - Enterprise Edition (epic #866)

v2.0.0 — Horizon (Platform Expansion)

  • Outcome: DocuElevate becomes an extensible platform with a thriving ecosystem
  • P0: plugin system foundations, SDK + templates, deeper integrations
  • P1: marketplace patterns, app distribution, mobile/extension maturity
  • P2: multi-workspace experiences (personal + org)
  • Tracking: GitHub milestone v2.0.0 - Platform Expansion (epic #867)

v2.1.0+ — Sentinel (Governance & Policy)

  • Outcome: governance becomes a first-class layer (policy-driven automation)
  • P0: retention + legal hold, PII detection/redaction, tamper-evident audit trails
  • P1: BYOK/KMS integration patterns, advanced access policies, compliance reporting
  • P2: “policy as code” for workflows + approvals (change management)
  • Tracking: GitHub milestone v2.1.0 - Governance & Policy (Sentinel) (epic #868)

v3.0.0 — Constellation (Integration Hub & Agent Platform)

  • Outcome: DocuElevate plugs into modern automation and AI ecosystems as a first-class system of record
  • P0: MCP server, durable event stream + production-grade webhooks
  • P1: connector templates + curated catalog, agent-friendly permissioning and auditing
  • P2: bring-your-own-agent patterns (sandboxing, scoped credentials)
  • Tracking: GitHub milestone v3.0.0 - Integration Hub & Agent Platform (Constellation) (epic #869)

Research Bets (Optional / Experimental)

These are longer-horizon bets that should only be productized if they prove real user value.

  • Knowledge graph over extracted entities (contracts ↔ vendors ↔ invoices)
  • Auto-generated “case files” (collections) from intent (“tax 2025”, “project alpha”)
  • Privacy-preserving learning (federated patterns) to improve extraction quality
  • Document provenance (signing, attestations) and tamper detection

Community & Ecosystem

Developer Experience

  • Plugin system for custom processors
  • Marketplace for extensions
  • SDK for multiple languages (Python, JavaScript, Go)
  • Template library for common workflows
  • Video tutorials and courses

Documentation

  • User guide
  • API documentation
  • Deployment guide
  • Architecture deep-dive
  • Contributing guide enhancements
  • Video walkthroughs
  • Internationalization (i18n) of docs

Community Building

  • Regular community calls
  • Bug bounty program
  • Ambassador program
  • Annual conference/meetup
  • Certification program

Technology Debt

Refactoring Needed

  • Migrate from PyPDF2 to pypdf (modern fork) - ✅ Completed 2026-02-12
  • Standardize error handling across modules
  • Consolidate configuration management
  • Optimize database queries
  • Reduce code duplication in storage providers

Performance Optimization

  • Profile and optimize hot paths
  • Implement lazy loading for UI
  • Add CDN for static assets
  • Optimize Docker image size
  • Database indexing strategy

Deprecation Notice

Planned Deprecations

  • None currently planned

Migration Guides

  • Will be provided for any breaking changes

How to Contribute

See CONTRIBUTING.md for detailed guidelines. Roadmap items are open for discussion and contributions!

Priority Labels

  • 🔴 Critical - Security, data loss, or major bugs
  • 🟠 High - Important features or significant improvements
  • 🟡 Medium - Nice-to-have features or minor improvements
  • 🟢 Low - Future considerations or research items

Feedback & Requests

  • GitHub Issues: Feature requests and bug reports
  • GitHub Discussions: General questions and ideas
  • Email: [Maintainer contact from repository]

This roadmap is a living document and may change based on community feedback, technical constraints, and strategic priorities.

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