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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.
  • CONN-04: User interface reflects the file operations supported by each connected provider.

Cloud File Management

  • 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.
  • 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.
  • 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

  • CACHE-01: Provider-owned file bytes remain the source of truth unless the user explicitly imports a file into local DocuVault storage.
  • 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

  • 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

Populated during roadmap creation. Every v0.3 requirement must map to exactly one phase.

Requirement Phase Status

Coverage:

  • v0.3 requirements: 36 total
  • Mapped to phases: 0
  • Unmapped: 36

Requirements defined: 2026-06-17 Last updated: 2026-06-17 after milestone requirements approval