chore(13-11): bump to v0.3.0, update docs, roadmap, and Phase 13 security gate evidence

- Version bump: 0.2.6 → 0.3.0 (Phase 13 complete — full cloud mutation surface shipped)
- CLAUDE.md: update current-state, shared module map, and Phase 13 non-negotiable rules
- README.md: add cloud file management, connection health, and authorized preview features; add Phase 13 mutation API table; mark Phase 13 complete
- ROADMAP.md: mark Phase 13 11/11 plans complete
- SECURITY.md: add Phase 13 threat register (T-13-01 through T-13-34), gate evidence (766 backend + 429 frontend tests pass, bandit 0 HIGH, npm audit 0 high/critical, gitleaks 3 pre-existing)
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curo1305
2026-06-23 00:14:57 +02:00
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DocuVault is a multi-user SaaS document management platform built on FastAPI (Python) + Vue 3. It handles document upload, text extraction (PDF/DOCX/image/text), AI-based topic classification, per-user isolated storage, folder organization, document sharing, and pluggable cloud storage backends (OneDrive, Google Drive, Nextcloud, WebDAV).
**Current state:** v0.2.6 — Phase 13 Plan 05 complete 2026-06-22. Upload mechanics slice: `keep_both_name()` helper in `services/cloud_operations.py`; typed upload conflict/retry/reauth results across all 4 providers; 37 upload-specific tests pass. Not cleared for public internet deployment.
**Current state:** v0.3.0 — Phase 13 complete 2026-06-23. Full virtual-local cloud operations: connection health/reconnect/disconnect, authorized open/preview, sequential upload queue with typed conflict resolution, create-folder/rename with collision retry and stale guard, move with descendant safety, delete with disclosure confirmation, and metadata-only audit events. 766 backend + 429 frontend tests pass. Not cleared for public internet deployment.
## Stack
@@ -43,8 +43,10 @@ Before adding a helper, check if it belongs in an existing shared module:
| `backend/storage/cloud_base.py` | `CloudResourceAdapter`, `CloudListing`, `CloudResource`, `CloudCapability` — Phase 12 browse contract; all 4 providers implement this |
| `backend/storage/cloud_utils.py` | `validate_cloud_url`, `normalize_nextcloud_url`, `encrypt_credentials`, `decrypt_credentials` — Phase 12.1 adds `normalize_nextcloud_url` |
| `backend/services/cloud_items.py` | `resolve_owned_connection`, `upsert_cloud_item`, `reconcile_cloud_listing`, `get_or_create_folder_state`, `apply_listing_and_finalize`, `ListingResult` — owner-scoped cloud metadata service; `apply_listing_and_finalize` is the single shared freshness gate |
| `backend/services/cloud_operations.py` | `keep_both_name(filename, counter)` — canonical D-03/D-05 keep-both collision naming (counter before first extension); upload queue uses this for conflict resolution |
| `backend/api/cloud/schemas.py` | `CloudBrowseResponse`, `CloudItemOut`, `FolderFreshnessOut`, `ConnectionRenameRequest` — credential-free cloud response schemas |
| `backend/services/cloud_operations.py` | `keep_both_name(filename, counter)` — canonical D-03/D-05 keep-both collision naming (counter before first extension); `run_health_check`, `run_reconnect`, `run_upload`, `run_create_folder`, `run_rename`, `run_move`, `run_delete` — all mutation orchestration with stale guard, reconciliation, and metadata-only audit |
| `backend/api/cloud/schemas.py` | `CloudBrowseResponse`, `CloudItemOut`, `FolderFreshnessOut`, `ConnectionRenameRequest`, `CloudMutationResult`, `CloudConflictResult`, `CloudUploadResult` — credential-free cloud response schemas |
| `backend/storage/cloud_base.py` | Phase 13 adds `CloudMutableAdapter` extending `CloudResourceAdapter` — normalized mutation contract (upload, create_folder, rename, move, delete) with `CloudMutationResult` typed returns; all 4 providers implement this |
| `backend/api/cloud/operations.py` | Owner-scoped cloud mutation routes: `POST /upload`, `POST /folders`, `PATCH /rename`, `POST /move`, `DELETE /items/{id}`, `POST /connections/{id}/test`, `POST /connections/{id}/reconnect`, `GET /connections/{id}/open/{item_id}`, `GET /connections/{id}/download/{item_id}` |
**Rules:**
- No router may define `_ip()`, `_get_ip()`, or any other local variant of `get_client_ip`. Import from `deps.utils`.
@@ -54,6 +56,10 @@ Before adding a helper, check if it belongs in an existing shared module:
- No API file may define `_validate_password_strength`. Import from `services.auth`.
- Service layer raises `ValueError` (or domain exceptions), never `HTTPException`. Only the router layer raises `HTTPException`.
- No caller of `adapter.list_folder` may independently call `update_folder_state(refresh_state="fresh")`. Callers must use `apply_listing_and_finalize` from `services.cloud_items`.
- Phase 13 mutation responses use `JSONResponse` (not `HTTPException`) so `kind`/`reason` appear at the top level of the response body, not nested under `detail`.
- All cloud mutation orchestration (health, reconnect, upload, create-folder, rename, move, delete) routes through `services.cloud_operations` — never inline in the router.
- No mutation route may independently manage folder state after a mutation. Reconciliation (upsert_cloud_item + update_folder_state) is called only via `services.cloud_operations` mutation helpers.
- `testCloudConnection` is an explicit user-initiated action only — never called as a side effect of folder navigation (D-13).
### Frontend: shared module map
@@ -123,9 +129,9 @@ This project uses the GSD (Get Shit Done) planning workflow. Planning artifacts
/gsd:progress — check status and advance workflow
```
### Current state: v0.2.1 — Phase 12 gap-closure complete (2026-06-20)
### Current state: v0.3.0 — Phase 13 complete (2026-06-23)
All phases are marked complete in `.planning/ROADMAP.md`. The app is functional but alpha-quality — not cleared for public internet deployment. The next milestone has not been started.
Phase 13 (virtual-local cloud operations) complete. Cloud browse, health/reconnect/disconnect, authorized open/preview, upload queue, create-folder, rename, move, and delete are all shipped. Phase 14 (selective analysis and byte cache) is next. Not cleared for public internet deployment.
## Development Setup