Christian Krakau-Louis
372 lines
12 KiB
Markdown
372 lines
12 KiB
Markdown
# DocuElevate Milestones
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**Last Updated:** 2026-05-23
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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 State (Continuous Releases)
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DocuElevate ships continuously via automated semantic versioning. Use **GitHub Releases** for the latest build artifacts and **GitHub Milestones** (below) for roadmap tracking.
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### Last Shipped Milestone: v0.5.0 (Released February 8, 2026)
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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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- Release automation via semantic-release
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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 - Clarity: Enhanced Search & UI (Target: July 31, 2026)
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**Target Date:** July 31, 2026
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**Status:** 📋 Planned
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**Theme:** Search, Discovery, Modern UX
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**Epic:** #863
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#### Goals
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- Hybrid discovery: keyword + semantic search, fast filtering, saved searches
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- Preview-first UX (open, skim, and act quickly)
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- Modern UX polish (accessibility, responsiveness, performance)
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#### Deliverables
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- Semantic search foundation (vectorization + ranking signals)
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- Saved searches / smart views
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- In-browser preview + “quick actions” (tag, route, export)
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- Bulk operations and pagination improvements
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- UX polish (dark mode/accessibility where applicable)
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#### Breaking Changes
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- Potential pagination/search response changes (must be versioned and documented)
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#### Migration Path
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- Version endpoints where needed and keep previous versions working for at least 2 minor milestones
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---
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### v0.7.0 - Conductor: Workflow Automation & Integrations (Target: September 30, 2026)
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**Target Date:** September 30, 2026
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**Status:** 📋 Planned
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**Theme:** Automation, Integration, Webhooks
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**Epic:** #864
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#### Goals
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- First-class workflow model (steps, state, retries) that matches what the system actually executes
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- Workflow-aware UI status, retries, and observability
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- Webhooks + event-driven automation foundations
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#### Deliverables
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- Workflow object model and storage
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- Workflow-aware file detail view + status dashboard
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- Scheduling primitives (recurring jobs / delayed runs)
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- Webhook system (outbound events + inbound triggers)
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- Integration templates and documentation
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---
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### v0.8.0 - Signal: AI Quality, RAG, and Multi-language (Target: November 30, 2026)
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**Target Date:** November 30, 2026
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**Status:** 📋 Planned
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**Theme:** AI Quality, Retrieval, Internationalization
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**Epic:** #865
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#### Goals
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- “Chat with Library” foundations (retrieval + UI)
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- Local AI options for privacy-sensitive setups
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- Measurable AI quality (confidence + human review loop)
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- Expand multilingual capability across OCR + UI
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#### Deliverables
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- Vector DB integration and embeddings pipeline
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- Chat UI foundations and retrieval API
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- Confidence scoring + human review/edit loop for extracted fields
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- Multi-language OCR configuration improvements
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- Expanded i18n coverage + localized docs
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---
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### v1.0.0 - Summit: Enterprise Edition (Target: March 31, 2027)
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**Target Date:** March 31, 2027
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**Status:** 📋 Planned
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**Theme:** Enterprise Features, Scalability, Multi-tenancy
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**Epic:** #866
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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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### v2.0.0 - Horizon: Platform Expansion (Target: September 30, 2027)
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**Target Date:** September 30, 2027
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**Status:** 📋 Planned
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**Theme:** Ecosystem, Platform, Distribution
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**Epic:** #867
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#### Goals
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- Make DocuElevate extensible by design (plugins + templates)
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- Expand integrations and developer experience
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- Harden multi-surface experiences (web, mobile, extension, CLI) as a cohesive product
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#### Deliverables
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- Plugin system foundations and public extension points
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- Template library for pipelines/workflows + “starter kits”
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- Integration hub patterns (webhooks, events, connectors)
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- SDK + documentation for extensions
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---
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### v2.1.0 - Sentinel: Governance & Policy (Target: March 31, 2028)
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**Target Date:** March 31, 2028
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**Status:** 📋 Planned
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**Theme:** Governance, Compliance, Policy-driven Automation
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**Epic:** #868
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#### Goals
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- Make governance first-class (retention, legal hold, PII workflows)
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- Provide tamper-evident auditing and admin controls
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- Introduce policy-driven approvals for sensitive automation
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#### Deliverables
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- Retention policies + legal hold primitives
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- PII detection + redaction workflows
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- Tamper-evident audit trails + admin activity feed
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- Policy-as-code concepts for workflows (with approval gates)
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---
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### v3.0.0 - Constellation: Integration Hub & Agent Platform (Target: September 30, 2028)
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**Target Date:** September 30, 2028
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**Status:** 📋 Planned
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**Theme:** Ecosystem, Agents, Interoperability
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**Epic:** #869
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#### Goals
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- Make DocuElevate the “system of record” for document intelligence in an organization
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- Support external automation ecosystems (Zapier/Make/n8n) and agent runtimes
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- Provide a clean interoperability layer for modern AI tools
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#### Deliverables
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- DocuElevate MCP server (search, retrieve, summarize, route) and documentation
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- Connector marketplace concepts (curated + community)
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- Event stream + webhooks at scale (delivery guarantees, retries, signing)
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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., `v0.173.1`)
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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 (e.g., 0.173.1 → 0.174.0)
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- `fix:`, `perf:` → Patch version (e.g., 0.173.1 → 0.173.2)
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- `feat!:`, `BREAKING CHANGE:` → Major version (e.g., 0.173.1 → 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 | 2026-07-31 | **Clarity:** Search & UX | Planned |
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| v0.7.0 | 2026-09-30 | **Conductor:** Workflows & Integrations | Planned |
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| v0.8.0 | 2026-11-30 | **Signal:** AI Quality, RAG, Multi-language | Planned |
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| v1.0.0 | 2027-03-31 | **Summit:** Enterprise | Planned |
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| v2.0.0 | 2027-09-30 | **Horizon:** Platform Expansion | Future |
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| v2.1.0 | 2028-03-31 | **Sentinel:** Governance & Policy | Future |
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| v3.0.0 | 2028-09-30 | **Constellation:** Integration Hub & Agents | 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.*
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