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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

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

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