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