# Requirements: DocuVault v0.3

**Defined:** 2026-06-17
**Core Value:** Every user's documents — and the credentials they use to store them — are inaccessible to everyone except that user, while the platform scales horizontally and supports pluggable storage backends.

## v0.3 Requirements

### Connections

- [ ] **CONN-01**: User can connect, reconnect, test, and disconnect each supported cloud provider.
- [ ] **CONN-02**: User can see connection health and actionable errors for expired, revoked, or invalid credentials.
- [ ] **CONN-03**: Reconnecting or refreshing credentials invalidates stale provider caches without exposing credentials.
- [x] **CONN-04**: User interface reflects the file operations supported by each connected provider.

### Cloud File Management

- [x] **CLOUD-01**: User can browse connected cloud files and folders through the shared `StorageBrowser`.
- [ ] **CLOUD-02**: User can open and preview supported cloud documents through DocuVault authorization.
- [ ] **CLOUD-03**: User can upload files into the currently viewed cloud folder.
- [ ] **CLOUD-04**: User can create folders in connected cloud storage where the provider supports it.
- [ ] **CLOUD-05**: User can rename cloud files and folders where the provider supports it.
- [ ] **CLOUD-06**: User can move files and folders within the same cloud connection where the provider supports it.
- [ ] **CLOUD-07**: User can delete cloud files and folders after explicit confirmation.
- [x] **CLOUD-08**: User sees unsupported cloud actions disabled with a provider-specific explanation.
- [ ] **CLOUD-09**: Successful cloud mutations update navigation promptly and produce metadata-only audit events.

### Cloud Analysis

- [ ] **ANALYZE-01**: User can request analysis of an individual cloud document.
- [ ] **ANALYZE-02**: User can request analysis of selected cloud files or folders.
- [ ] **ANALYZE-03**: User can request analysis of an entire cloud connection after reviewing a file-count and byte-size estimate.
- [ ] **ANALYZE-04**: User can monitor aggregate and per-item analysis progress through queued, downloading, extracting, classifying, indexed, and failed states.
- [ ] **ANALYZE-05**: User can cancel queued analysis work and retry failed cloud documents.
- [ ] **ANALYZE-06**: DocuVault does not repeat analysis when the provider item version or etag has not changed.
- [ ] **ANALYZE-07**: Analyzing a cloud document never moves, renames, or rewrites the provider-owned file.

### Smart Search

- [ ] **SEARCH-01**: User can search local documents and analyzed cloud documents through one search experience.
- [ ] **SEARCH-02**: User can find documents using keywords or sentences matched against extracted text.
- [ ] **SEARCH-03**: User can find documents using semantic concepts or ideas rather than exact wording.
- [ ] **SEARCH-04**: Search results identify local/cloud source, provider, location, topics, and analysis status.
- [ ] **SEARCH-05**: User can filter search results by source, provider, folder, topic, and analysis status.
- [ ] **SEARCH-06**: Opening a cloud search result hydrates provider bytes only when preview or download requires them.
- [ ] **SEARCH-07**: Executing a search query never downloads cloud file bytes.

### Cache and Storage Minimization

- [x] **CACHE-01**: Provider-owned file bytes remain the source of truth unless the user explicitly imports a file into local DocuVault storage.
- [x] **CACHE-02**: DocuVault persists cloud metadata, extracted text, topics, and semantic search data independently of cached file bytes.
- [ ] **CACHE-03**: DocuVault caches cloud file bytes only when required for opening, preview, or analysis.
- [ ] **CACHE-04**: Configurable cache limits and safe eviction minimize local storage use without interrupting active work.
- [ ] **CACHE-05**: Cached cloud content is isolated by user and connection and is never served without an ownership check.

### Change Tracking

- [x] **SYNC-01**: DocuVault records provider item identifiers, parent/location, version or etag, size, and modification time for indexed cloud items.
- [ ] **SYNC-02**: DocuVault marks analyzed cloud items stale when their provider version changes.
- [ ] **SYNC-03**: Files deleted outside DocuVault are removed from cloud navigation and excluded from search results after refresh.
- [ ] **SYNC-04**: Provider refresh jobs are idempotent and retry transient failures with bounded exponential backoff.

## Future Requirements

### Extended Cloud Mobility

- **XFER-01**: User can copy or move files between different cloud providers.
- **IMPORT-01**: User can permanently pin or import a cloud file into DocuVault-owned local storage.
- **OFFLINE-01**: User can mark folders for persistent offline availability.

### Sync Clients

- **CLIENT-01**: User can install a native desktop client for operating-system file integration.
- **CLIENT-02**: Native clients can synchronize selected DocuVault and cloud folders.

## Out of Scope

| Feature | Reason |
|---------|--------|
| Cross-provider move/copy | Requires transfer orchestration and conflict semantics beyond the virtual-local single-provider milestone |
| Native desktop sync client | v0.3 remains a responsive web application |
| Whole-drive offline mirror | Conflicts with the milestone's local-storage minimization goal |
| Real-time collaborative editing | Document management and discovery are the current focus |
| Automatic whole-cloud analysis without consent | Could create unexpected AI cost, provider load, and privacy impact |
| Permanent local pinning/import | Temporary bounded caching is sufficient for v0.3; explicit import remains future scope |
| Public unauthenticated links | Existing v0.x privacy boundary remains unchanged |

## Traceability

| Requirement | Phase | Status |
|-------------|-------|--------|
| CONN-01 | Phase 13 | Pending |
| CONN-02 | Phase 13 | Pending |
| CONN-03 | Phase 13 | Pending |
| CONN-04 | Phase 12 | Complete |
| CLOUD-01 | Phase 12 | Complete |
| CLOUD-02 | Phase 13 | Pending |
| CLOUD-03 | Phase 13 | Pending |
| CLOUD-04 | Phase 13 | Pending |
| CLOUD-05 | Phase 13 | Pending |
| CLOUD-06 | Phase 13 | Pending |
| CLOUD-07 | Phase 13 | Pending |
| CLOUD-08 | Phase 12 | Complete |
| CLOUD-09 | Phase 13 | Pending |
| ANALYZE-01 | Phase 14 | Pending |
| ANALYZE-02 | Phase 14 | Pending |
| ANALYZE-03 | Phase 14 | Pending |
| ANALYZE-04 | Phase 14 | Pending |
| ANALYZE-05 | Phase 14 | Pending |
| ANALYZE-06 | Phase 14 | Pending |
| ANALYZE-07 | Phase 14 | Pending |
| SEARCH-01 | Phase 15 | Pending |
| SEARCH-02 | Phase 15 | Pending |
| SEARCH-03 | Phase 15 | Pending |
| SEARCH-04 | Phase 15 | Pending |
| SEARCH-05 | Phase 15 | Pending |
| SEARCH-06 | Phase 15 | Pending |
| SEARCH-07 | Phase 15 | Pending |
| CACHE-01 | Phase 12 | Complete |
| CACHE-02 | Phase 12 | Complete |
| CACHE-03 | Phase 14 | Pending |
| CACHE-04 | Phase 14 | Pending |
| CACHE-05 | Phase 14 | Pending |
| SYNC-01 | Phase 12 | Complete |
| SYNC-02 | Phase 16 | Pending |
| SYNC-03 | Phase 16 | Pending |
| SYNC-04 | Phase 16 | Pending |

**Coverage:**
- v0.3 requirements: 36 total
- Mapped to phases: 36
- Unmapped: 0

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*Requirements defined: 2026-06-17*
*Last updated: 2026-06-17 after roadmap creation*