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
• Minimal 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

• High 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
• Automated deployment pipeline
• Monitoring and alerting
• Clear error messages
• Modular architecture