Christian Krakau-Louis
206 lines
9.5 KiB
Markdown
206 lines
9.5 KiB
Markdown
# 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](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](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
|
|
- [x] User guide
|
|
- [x] API documentation
|
|
- [x] 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
|
|
- [x] 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](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.*
|