hristudio/docs/feature-requirements.md

# HRIStudio Feature Requirements

## Overview

This document provides detailed feature requirements for HRIStudio, organized by functional areas. Each feature includes user stories, acceptance criteria, and technical implementation notes.

## 1. Authentication and User Management

### 1.1 User Registration

**User Story**: As a new researcher, I want to create an account so that I can start using HRIStudio for my studies.

**Functional Requirements**:
- Support email/password registration
- Support OAuth providers (Google, GitHub, Microsoft)
- Email verification required before account activation
- Capture user's name and institution during registration
- Password strength requirements enforced
- Prevent duplicate email registrations

**Acceptance Criteria**:
- [ ] User can register with valid email and strong password
- [ ] Email verification sent within 1 minute
- [ ] OAuth registration creates account with verified email
- [ ] Appropriate error messages for validation failures
- [ ] Account creation logged in audit trail

**Technical Notes**:
- Use NextAuth.js v5 for authentication
- Store hashed passwords using bcrypt
- Implement rate limiting on registration endpoint

### 1.2 User Login

**User Story**: As a registered user, I want to log in securely so that I can access my studies.

**Functional Requirements**:
- Support email/password login
- Support OAuth login
- Remember me functionality
- Session timeout after inactivity
- Multiple device login support
- Failed login attempt tracking

**Acceptance Criteria**:
- [ ] Successful login redirects to dashboard
- [ ] Failed login shows appropriate error
- [ ] Session persists based on remember me selection
- [ ] Account locked after 5 failed attempts
- [ ] OAuth login works seamlessly

### 1.3 Role Management

**User Story**: As an administrator, I want to assign system roles to users so that they have appropriate permissions.

**Functional Requirements**:
- Four system roles: Administrator, Researcher, Wizard, Observer
- Role assignment by administrators only
- Role changes take effect immediately
- Role history maintained
- Bulk role assignment support

**Acceptance Criteria**:
- [ ] Admin can view all users and their roles
- [ ] Admin can change user roles
- [ ] Role changes logged in audit trail
- [ ] Users see appropriate UI based on role
- [ ] Cannot remove last administrator

## 2. Study Management

### 2.1 Study Creation

**User Story**: As a researcher, I want to create a new study so that I can organize my experiments.

**Functional Requirements**:
- Create study with name and description
- Optional IRB protocol number
- Institution association
- Auto-assign creator as study owner
- Study status tracking (draft, active, completed, archived)
- Rich metadata support

**Acceptance Criteria**:
- [ ] Study created with unique identifier
- [ ] Creator has full permissions on study
- [ ] Study appears in user's study list
- [ ] Can edit study details after creation
- [ ] Study creation logged

### 2.2 Team Collaboration

**User Story**: As a study owner, I want to add team members so that we can collaborate on the research.

**Functional Requirements**:
- Add users by email with specific role
- Study-specific roles: Owner, Researcher, Wizard, Observer
- Email invitations for non-registered users
- Permission customization per member
- Member removal capability
- Transfer ownership functionality

**Acceptance Criteria**:
- [ ] Can add existing users immediately
- [ ] Invitations sent to new users
- [ ] Members see study in their dashboard
- [ ] Permissions enforced throughout app
- [ ] Activity log shows member changes

### 2.3 Study Dashboard

**User Story**: As a study member, I want to see study progress at a glance so that I can track our research.

**Functional Requirements**:
- Overview of experiments and trials
- Recent activity timeline
- Team member list with online status
- Upcoming scheduled trials
- Quick statistics (participants, completion rate)
- Document repository access

**Acceptance Criteria**:
- [ ] Dashboard loads within 2 seconds
- [ ] Real-time updates for trial status
- [ ] Click-through to detailed views
- [ ] Responsive design for mobile
- [ ] Export study summary report

## 3. Experiment Design

### 3.1 Visual Experiment Designer

**User Story**: As a researcher, I want to design experiments visually so that I don't need programming skills.

**Functional Requirements**:
- Drag-and-drop interface for steps
- Step types: Wizard, Robot, Parallel, Conditional
- Action library based on robot capabilities
- Parameter configuration panels
- Visual flow representation
- Undo/redo functionality
- Auto-save while designing
- Version control for designs

**Acceptance Criteria**:
- [ ] Can create experiment without code
- [ ] Visual representation matches execution flow
- [ ] Validation prevents invalid configurations
- [ ] Can preview experiment flow
- [ ] Changes saved automatically
- [ ] Can revert to previous versions

### 3.2 Step Configuration

**User Story**: As a researcher, I want to configure each step in detail so that the experiment runs correctly.

**Functional Requirements**:
- Name and description for each step
- Duration estimates
- Required vs optional steps
- Conditional logic support
- Parameter validation
- Help text and examples
- Copy/paste steps between experiments

**Acceptance Criteria**:
- [ ] All step properties editable
- [ ] Validation prevents invalid values
- [ ] Conditions use intuitive UI
- [ ] Can test conditions with sample data
- [ ] Duration estimates aggregate correctly

### 3.3 Action Management

**User Story**: As a researcher, I want to add specific actions to steps so that the robot and wizard know what to do.

**Functional Requirements**:
- Action types based on robot plugin
- Wizard instruction actions
- Robot command actions
- Data collection actions
- Wait/delay actions
- Parameter configuration per action
- Action validation
- Quick action templates

**Acceptance Criteria**:
- [ ] Actions appropriate to step type
- [ ] Parameters validated in real-time
- [ ] Can reorder actions within step
- [ ] Action execution time estimates
- [ ] Templates speed up common tasks

### 3.4 Experiment Validation

**User Story**: As a researcher, I want to validate my experiment before running trials so that I can catch errors early.

**Functional Requirements**:
- Automatic validation on save
- Manual validation trigger
- Check robot compatibility
- Verify parameter completeness
- Estimate total duration
- Identify potential issues
- Suggest improvements

**Acceptance Criteria**:
- [ ] Validation completes within 5 seconds
- [ ] Clear error messages with fixes
- [ ] Warnings for non-critical issues
- [ ] Can run validation without saving
- [ ] Validation status clearly shown

## 4. Robot Integration

### 4.1 Plugin Management

**User Story**: As a researcher, I want to install robot plugins so that I can use different robots in my studies.

**Functional Requirements**:
- Browse available plugins
- Filter by robot type and trust level
- View plugin details and documentation
- One-click installation
- Configuration interface
- Version management
- Plugin updates notifications

**Acceptance Criteria**:
- [ ] Plugin store loads quickly
- [ ] Can search and filter plugins
- [ ] Installation completes without errors
- [ ] Configuration validated
- [ ] Can uninstall plugins cleanly

### 4.2 Robot Communication

**User Story**: As a system, I need to communicate with robots reliably so that experiments run smoothly.

**Functional Requirements**:
- Support REST, ROS2, and custom protocols
- Connection health monitoring
- Automatic reconnection
- Command queuing
- Response timeout handling
- Error recovery
- Latency tracking

**Acceptance Criteria**:
- [ ] Commands sent within 100ms
- [ ] Connection status visible
- [ ] Graceful handling of disconnections
- [ ] Commands never lost
- [ ] Errors reported clearly

### 4.3 Action Translation

**User Story**: As a system, I need to translate abstract actions to robot commands so that experiments work across platforms.

**Functional Requirements**:
- Map abstract actions to robot-specific commands
- Parameter transformation
- Capability checking
- Fallback behaviors
- Success/failure detection
- State synchronization

**Acceptance Criteria**:
- [ ] Translations happen transparently
- [ ] Incompatible actions prevented
- [ ] Clear error messages
- [ ] Robot state tracked accurately
- [ ] Performance overhead < 50ms

## 5. Trial Execution

### 5.1 Trial Scheduling

**User Story**: As a researcher, I want to schedule trials in advance so that participants and wizards can plan.

**Functional Requirements**:
- Calendar interface for scheduling
- Participant assignment
- Wizard assignment
- Email notifications
- Schedule conflict detection
- Recurring trial support
- Time zone handling

**Acceptance Criteria**:
- [ ] Can schedule weeks in advance
- [ ] Notifications sent automatically
- [ ] No double-booking possible
- [ ] Can reschedule easily
- [ ] Calendar syncs with external tools

### 5.2 Wizard Interface

**User Story**: As a wizard, I want an intuitive interface during trials so that I can focus on the participant.

**Functional Requirements**:
- Step-by-step guidance
- Current instruction display
- Live video feed
- Quick action buttons
- Emergency stop
- Note-taking ability
- Progress indicator
- Intervention logging

**Acceptance Criteria**:
- [ ] Interface loads in < 3 seconds
- [ ] Video feed has < 500ms latency
- [ ] All controls easily accessible
- [ ] Can operate with keyboard only
- [ ] Notes saved automatically

### 5.3 Real-time Execution

**User Story**: As a wizard, I need real-time control so that I can respond to participant behavior.

**Functional Requirements**:
- WebSocket connection for updates
- < 100ms command latency
- Synchronized state management
- Offline capability with sync
- Concurrent observer support
- Event stream recording
- Bandwidth optimization

**Acceptance Criteria**:
- [ ] Commands execute immediately
- [ ] State synchronized across clients
- [ ] Observers see same view
- [ ] Works on 4G connection
- [ ] No data loss on disconnect

### 5.4 Data Capture

**User Story**: As a researcher, I want all trial data captured automatically so that nothing is lost.

**Functional Requirements**:
- Video recording (configurable quality)
- Audio recording
- Event timeline capture
- Robot sensor data
- Wizard actions/interventions
- Participant responses
- Automatic uploads
- Encryption for sensitive data

**Acceptance Criteria**:
- [ ] All data streams captured
- [ ] < 5% frame drop rate
- [ ] Uploads complete within 5 min
- [ ] Data encrypted at rest
- [ ] Can verify data integrity

## 6. Participant Management

### 6.1 Participant Registration

**User Story**: As a researcher, I want to register participants so that I can track their involvement.

**Functional Requirements**:
- Anonymous participant codes
- Optional demographic data
- Consent form integration
- Contact information (encrypted)
- Study assignment
- Participation history
- GDPR compliance tools

**Acceptance Criteria**:
- [ ] Unique codes generated
- [ ] PII encrypted in database
- [ ] Can export participant data
- [ ] Consent status tracked
- [ ] Right to deletion supported

### 6.2 Consent Management

**User Story**: As a researcher, I want to manage consent forms so that ethical requirements are met.

**Functional Requirements**:
- Create consent form templates
- Version control for forms
- Digital signature capture
- PDF generation
- Multi-language support
- Audit trail
- Withdrawal handling

**Acceptance Criteria**:
- [ ] Forms legally compliant
- [ ] Signatures timestamped
- [ ] PDFs generated automatically
- [ ] Can track consent status
- [ ] Withdrawal process clear

## 7. Data Analysis

### 7.1 Playback Interface

**User Story**: As a researcher, I want to review trial recordings so that I can analyze participant behavior.

**Functional Requirements**:
- Synchronized playback of all streams
- Variable playback speed
- Frame-by-frame navigation
- Event timeline overlay
- Annotation tools
- Bookmark important moments
- Export clips

**Acceptance Criteria**:
- [ ] Smooth playback at 1080p
- [ ] All streams synchronized
- [ ] Can jump to any event
- [ ] Annotations saved in real-time
- [ ] Clips export in standard formats

### 7.2 Annotation System

**User Story**: As a researcher, I want to annotate trials so that I can code behaviors and events.

**Functional Requirements**:
- Time-based annotations
- Categorization system
- Tag support
- Multi-coder support
- Inter-rater reliability
- Annotation templates
- Bulk annotation tools

**Acceptance Criteria**:
- [ ] Can annotate while playing
- [ ] Categories customizable
- [ ] Can compare coder annotations
- [ ] Export annotations as CSV
- [ ] Search annotations easily

### 7.3 Data Export

**User Story**: As a researcher, I want to export data so that I can analyze it in external tools.

**Functional Requirements**:
- Multiple export formats (CSV, JSON, SPSS)
- Selective data export
- Anonymization options
- Batch export
- Scheduled exports
- API access
- R/Python integration examples

**Acceptance Criteria**:
- [ ] Exports complete within minutes
- [ ] Data properly formatted
- [ ] Anonymization verified
- [ ] Can automate exports
- [ ] Documentation provided

## 8. System Administration

### 8.1 User Management

**User Story**: As an administrator, I want to manage all users so that the system remains secure.

**Functional Requirements**:
- User search and filtering
- Bulk operations
- Activity monitoring
- Access logs
- Password resets
- Account suspension
- Usage statistics

**Acceptance Criteria**:
- [ ] Can find users quickly
- [ ] Bulk operations reversible
- [ ] Activity logs comprehensive
- [ ] Can force password reset
- [ ] Usage reports exportable

### 8.2 System Configuration

**User Story**: As an administrator, I want to configure system settings so that it meets our needs.

**Functional Requirements**:
- Storage configuration
- Email settings
- Security policies
- Backup schedules
- Plugin management
- Performance tuning
- Feature flags

**Acceptance Criteria**:
- [ ] Changes take effect immediately
- [ ] Configuration backed up
- [ ] Can test settings safely
- [ ] Rollback capability
- [ ] Changes logged

### 8.3 Monitoring and Maintenance

**User Story**: As an administrator, I want to monitor system health so that I can prevent issues.

**Functional Requirements**:
- Real-time metrics dashboard
- Alert configuration
- Log aggregation
- Performance metrics
- Storage usage tracking
- Backup verification
- Update management

**Acceptance Criteria**:
- [ ] Metrics update in real-time
- [ ] Alerts sent within 1 minute
- [ ] Logs searchable
- [ ] Can identify bottlenecks
- [ ] Updates tested before deploy

## 9. Mobile Support

### 9.1 Responsive Web Design

**User Story**: As a user, I want to access HRIStudio on my tablet so that I can work anywhere.

**Functional Requirements**:
- Responsive layouts for all pages
- Touch-optimized controls
- Offline capability for critical features
- Reduced data usage mode
- Native app features via PWA
- Biometric authentication

**Acceptance Criteria**:
- [ ] Works on tablets and large phones
- [ ] Touch targets appropriately sized
- [ ] Can work offline for 1 hour
- [ ] PWA installable
- [ ] Performance acceptable on 4G

## 10. Integration and APIs

### 10.1 External Tool Integration

**User Story**: As a researcher, I want to integrate with analysis tools so that I can use my preferred software.

**Functional Requirements**:
- RESTful API with authentication
- GraphQL endpoint for complex queries
- Webhook support for events
- OAuth provider capability
- SDK for common languages
- OpenAPI documentation

**Acceptance Criteria**:
- [ ] API response time < 200ms
- [ ] Rate limiting implemented
- [ ] Webhooks reliable
- [ ] SDKs well documented
- [ ] Breaking changes versioned

## Non-Functional Requirements

### Performance
- Page load time < 2 seconds
- API response time < 200ms (p95)
- Support 100 concurrent users
- Video streaming at 1080p30fps
- Database queries < 100ms

### Security
- OWASP Top 10 compliance
- Data encryption at rest and in transit
- Regular security audits
- Penetration testing
- GDPR and HIPAA compliance options

### Scalability
- Horizontal scaling capability
- Database sharding ready
- CDN for media delivery
- Microservices architecture ready
- Multi-region deployment support

### Reliability
- 99.9% uptime SLA
- Automated backups every 4 hours
- Disaster recovery plan
- Data replication
- Graceful degradation

### Usability
- WCAG 2.1 AA compliance
- Multi-language support
- Comprehensive help documentation
- In-app tutorials
- Context-sensitive help

### Maintainability
- Comprehensive test coverage (>80%)
- Automated deployment pipeline
- Monitoring and alerting
- Clear error messages
- Modular architecture