curo1305
121 lines
8.4 KiB
Markdown
121 lines
8.4 KiB
Markdown
# DocuVault — v1 Requirements
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_Last updated: 2026-05-21_
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## v1 Requirements
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### Authentication (AUTH)
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- [ ] **AUTH-01**: User can register with email and password (Argon2 hashing; strength enforced: ≥12 chars, uppercase, lowercase, number, special char; HaveIBeenPwned breach check)
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- [ ] **AUTH-02**: User can log in and maintain a session (JWT access token in Pinia memory only — never localStorage; refresh token in `httpOnly; Secure; SameSite=Strict` cookie; 15-min access / 30-day refresh)
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- [ ] **AUTH-03**: User can enroll a TOTP authenticator app (RFC 6238; 8–10 single-use backup codes issued and explicitly acknowledged before TOTP is marked active)
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- [ ] **AUTH-04**: User can complete login using TOTP code or a one-time backup code (backup code invalidated on use)
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- [ ] **AUTH-05**: User can reset password via email (signed token, 1-hour expiry; reset does not auto-login — user must pass TOTP gate on next login)
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- [ ] **AUTH-06**: User can sign out all active sessions (revokes all refresh tokens in DB; "sign out all devices" control in account settings)
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- [ ] **AUTH-07**: Refresh token rotation with family revocation — reuse of a rotated token revokes the entire family and emits a security alert to the user
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- [ ] **AUTH-08**: TOTP codes are single-use (mark used in DB within the validity window; prevent replay attacks)
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### Security (SEC) — Cross-Cutting
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- [ ] **SEC-01**: All state-changing endpoints are protected against CSRF (SameSite=Strict cookie + origin validation)
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- [ ] **SEC-02**: Auth endpoints (login, register, password reset, TOTP verify) are rate-limited (per-IP and per-account)
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- [ ] **SEC-03**: All DB queries use parameterized statements / ORM (zero raw string interpolation into queries)
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- [ ] **SEC-04**: All file/document access resolved through DB lookup — object keys are never reconstructed from request parameters (prevents path traversal and cross-user access)
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- [ ] **SEC-05**: Content-Security-Policy, X-Frame-Options, and X-Content-Type-Options headers set on all responses
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- [ ] **SEC-06**: Constant-time comparison used for all token and code verification (prevents timing attacks)
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- [ ] **SEC-07**: Admin role verified on every admin endpoint request; admin cannot access document content, extracted text, or cloud credentials in any response
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- [ ] **SEC-08**: Cloud credential ciphertext (`credentials_enc`) excluded from all API serializers by default — admin and user responses return only `provider, display_name, connected_at, status`
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- [ ] **SEC-09**: Account deletion triggers `delete_user_files()` on every active cloud connection before removing DB records (prevents orphaned cloud data and satisfies GDPR Article 17)
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### Users & Admin (ADMIN)
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- [ ] **ADMIN-01**: Admin can create user accounts (email, temporary password that must be changed on first login)
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- [ ] **ADMIN-02**: Admin can deactivate a user account (blocks all logins and API access; data preserved)
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- [ ] **ADMIN-03**: Admin can initiate password reset for a user (sends reset email; does not grant admin access to the account)
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- [ ] **ADMIN-04**: Admin can view and adjust individual user storage quotas (warns if new limit is below current usage)
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- [ ] **ADMIN-05**: Admin can assign AI provider and model per user (users cannot modify their own AI configuration)
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- [ ] **ADMIN-06**: Admin can view audit log filtered by date range, user, and action type (metadata only — no document content, filenames, or extracted text)
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- [ ] **ADMIN-07**: Admin impersonation ("log in as user") is explicitly excluded by architecture — no endpoint or UI pathway exists
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### Storage & Infrastructure (STORE)
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- [ ] **STORE-01**: Platform storage layer migrated from flat-file JSON + local filesystem to PostgreSQL (metadata) + MinIO (objects); existing documents preserved via dual-write migration script
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- [ ] **STORE-02**: Each user's MinIO objects use `{user_id}/{document_id}/{uuid4()}{ext}` keys — human-readable filenames stored in DB only
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- [ ] **STORE-03**: Each user has a 100 MB storage quota enforced atomically at upload using `UPDATE quotas SET used_bytes = used_bytes + $delta WHERE (used_bytes + $delta) <= limit_bytes RETURNING used_bytes`
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- [ ] **STORE-04**: User sees quota usage bar in sidebar (X MB of Y MB) with amber warning at 80% and red warning at 95%
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- [ ] **STORE-05**: Upload rejected at quota limit with a specific error showing current usage, rejected file size, and a link to storage settings
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- [ ] **STORE-06**: Document delete atomically decrements quota usage
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- [ ] **STORE-07**: Backend is stateless — no per-instance file locks; multiple instances can run behind a load balancer
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- [ ] **STORE-08**: FastAPI `BackgroundTasks` replaced with Celery + Redis or pgqueuer before horizontal scaling is enabled
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### Folders & Organization (FOLD)
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- [ ] **FOLD-01**: User can create, rename, and delete folders (delete confirms content count before proceeding)
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- [ ] **FOLD-02**: User can move documents between folders
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- [ ] **FOLD-03**: Breadcrumb navigation renders current folder path; each segment is clickable to navigate up
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- [ ] **FOLD-04**: Document list supports sort by name, date uploaded, and file size
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- [ ] **FOLD-05**: Full-text search across user's documents (PostgreSQL `tsvector` index on extracted text)
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### Document Sharing (SHARE)
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- [ ] **SHARE-01**: User can share a document with another user by their unique handle (at-handle or user ID)
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- [ ] **SHARE-02**: Shared documents appear in a "Shared with me" virtual folder for the recipient (no storage quota counted against recipient)
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- [ ] **SHARE-03**: Shared access is view-only by default; owner controls permission level
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- [ ] **SHARE-04**: Owner can revoke share access; revocation is immediate
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- [ ] **SHARE-05**: Documents shared with others display a "shared" indicator in the owner's list view
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### Cloud Storage (CLOUD)
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- [ ] **CLOUD-01**: User can connect OneDrive (Microsoft Graph), Google Drive (v3 API), Nextcloud, or generic WebDAV as a personal storage backend
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- [ ] **CLOUD-02**: Cloud OAuth credentials encrypted using HKDF per-user key derivation (`HKDF(master_key, salt=user_id_bytes, info=b"cloud-credentials")`); master key in `CLOUD_CREDS_KEY` env var; never stored in DB
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- [ ] **CLOUD-03**: Local MinIO storage and connected cloud backends coexist; user can select their default storage destination
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- [ ] **CLOUD-04**: Each cloud connection displays status: `ACTIVE | REQUIRES_REAUTH | ERROR`
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- [ ] **CLOUD-05**: On OAuth revocation (`invalid_grant`), connection status transitions to `REQUIRES_REAUTH` — the error is surfaced to the user, not retried silently
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- [ ] **CLOUD-06**: User can disconnect a cloud backend; credentials are permanently deleted from the DB
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- [ ] **CLOUD-07**: Storage backend abstracted via `StorageBackend` ABC + factory in `storage/` module (mirrors existing `ai/` provider pattern)
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### Documents & AI (DOC)
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- [ ] **DOC-01**: User can view document metadata and extracted text for any document in their library
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- [ ] **DOC-02**: In-browser PDF preview (PDF.js); document bytes proxied through the app — no presigned URLs exposed to the browser (privacy model)
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- [ ] **DOC-03**: AI provider and model assigned by admin per user; user cannot change AI configuration
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- [ ] **DOC-04**: System default topics + per-user topic overrides preserved from existing implementation
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- [ ] **DOC-05**: AI classification uses the user's assigned provider and model (from DB, not from user-supplied settings)
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---
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## v2 Requirements (Deferred)
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- Subscription billing and payment processing (quota model designed to plug in)
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- SSO: Microsoft, Google, Apple (auth layer designed for extension)
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- Keycloak / SAML / OAuth2 enterprise federation
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- Group admin roles (groups table seeded in schema, unpopulated)
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- Share permission levels beyond view-only (edit, comment)
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- Document version history
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- Share expiry dates
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- Real-time collaboration or comments
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- Mobile app
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- GDPR data export (Article 20) — async background job, deferred to v2
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- Email notifications for sharing events
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- Public link sharing (unauthenticated)
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---
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## Out of Scope
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- Admin impersonation / "log in as user" — violates privacy-first core value; explicit architectural exclusion
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- Document editing or annotation — not planned
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- Document viewer for non-PDF types beyond metadata (DOCX, image renders) — v2
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- AI-generated document summaries beyond topic classification — v2
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- Webhooks or API access for third parties — not planned for v1
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---
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## Traceability
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_Filled by roadmapper._
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| REQ-ID | Phase | Notes |
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| (pending) | | |
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