Feature Backlog

Overview

This document outlines planned features for the SYNDI laboratory data management platform (CLAIRE, SAM, and PAUL). Features are organized by priority and complexity, focusing on expanding from current single-user deployments to advanced multi-user laboratory environments.

Planned Features

Feature Group Benefits Matrix

Feature	Compliance	Collaboration	Automation	Scalability
Tool-Specific Access Control
* SAM & PAUL Access Restrictions	✓✓✓	✓	✓	✓
* Researcher Subgroups	✓✓	✓✓✓	✓	✓✓
* Granular ELN Sharing	✓	✓✓✓	✓	✓✓
* Two-Factor Authentication (2FA)	✓✓✓	✓	✓✓	✓✓
* Configuration-Driven Access	✓✓✓	✓✓	✓✓	✓✓✓
Dynamic Groups	✓✓	✓✓	✓✓✓	✓✓✓
SOP Chaining	✓✓	✓✓	✓✓✓	✓✓✓
Enterprise Integration	✓✓✓	✓✓	✓✓✓	✓✓
Laboratory File Management
* Advanced File Upload	✓✓	✓	✓✓	✓✓
* SAM File Field Integration	✓	✓	✓✓✓	✓✓
* Production File Storage	✓✓	✓	✓✓	✓✓✓
* File Lifecycle Management	✓✓✓	✓	✓✓✓	✓✓

Tool-Specific Access Control

SAM & PAUL Access Restrictions

Business Need: Ensure only qualified personnel create SOPs

• Restrict SAM and PAUL access to SOP authors (QA and Admin roles only)

• Implement quality control workflow for SOP creation

• Add role-based UI components for tool access

• Extend existing RBAC system with tool-specific permissions (access:SAM, access:PAUL)

Benefits

• Improved quality control for laboratory procedures

• Compliance with organizational hierarchies

• Reduced risk of unauthorized SOP modifications

Researcher Subgroups

Business Need: Different SOPs for different expertise areas

• Clinician Access: Patient sample submission protocols

• CRO Access: Omics data submission workflows

• Labtech Access: Assay execution procedures

• QA Assignment Control: QA personnel assign SOPs to researcher types

Granular ELN Sharing

Business Need: Researcher control over experimental data sharing

• Individual ELN permission management

• Project-based automatic sharing

• Colleague invitation and access control

• Notification system for share requests

Technical Requirements

• Database schema for user relationships and sharing permissions

• API endpoints for ELN sharing and access control

• UI components for sharing dialogs and permission management

• Real-time notifications for collaboration requests

Two-Factor Authentication (2FA)

Business Need: Enhanced security for sensitive laboratory data access

• TOTP Support: Time-based one-time password authentication

• SMS Fallback: SMS-based 2FA for users without authenticator apps

• Enforcement Policies: Role-based 2FA requirements (Admin, QA roles mandatory)

• Recovery Options: Secure account recovery for locked users

• Integration: Seamless integration with existing SAM/PAUL access controls

Benefits

• Enhanced security for laboratory data and SOP management

• Compliance with industry security standards

• Protection against unauthorized access to sensitive protocols

• Reduced risk of data breaches and SOP tampering

Technical Requirements

• TOTP library integration (Google Authenticator, Authy compatible)

• SMS gateway integration for fallback authentication

• Database schema for 2FA secrets and recovery codes

• UI components for 2FA setup and verification

• Policy enforcement middleware for protected routes

Configuration-Driven Access Control

SOP Creator Control

Business Need: SOP authors define data access policies

• Template-based permission definitions in SOP metadata

• Dynamic permission inheritance from SOP to ELN

• Researcher override capabilities for inherited permissions

• Permission template library for common access patterns

YAML Configuration Example

metadata:
  eln_default_permissions:
    public: false
    allowed_groups: ["project_team", "QA"]
    researcher_overrides: ["share_with_collaborators"]
    required_permissions: ["view:ELN:project"]

Implementation Features

• Access control rules embedded in SOP templates

• Policy validation tools

• Migration utilities for existing data

• Administrative interfaces for permission management

Dynamic Groups & SOP Chaining

Filename-Based Dynamic Groups

Business Need: Zero-configuration project scaling

• Automatic group creation from filename variables

• Project-based access inheritance (project_id groups)

• Experiment-level data isolation

• Dynamic Cognito group management

SOP Chaining

Business Need: Seamless workflow automation

• Variable passing between linked SOPs

• Chain validation for data compatibility

• Dependency tracking and visualization

• Access permission propagation through chains

Design Motivations

1. Zero-Configuration Scaling: New projects automatically inherit appropriate access controls

2. Workflow Automation: Eliminate manual data transfer between experimental steps

3. Data Lineage: Complete traceability through experimental workflows

4. Compliance Automation: Automatic audit trails for regulatory requirements

Technical Architecture

• Graph database for SOP relationships

• Variable extraction from ELN metadata

• Automated workflow orchestration

• Chain execution monitoring

Enterprise Laboratory Features

Advanced Integration

• LIMS Connectivity: Laboratory Information Management System integration

• Instrument Integration: Direct data import from laboratory equipment

• Sample Registry: Automated sample tracking and lifecycle management

• External Collaborations: Secure sharing with external research partners

Enhanced Access Control

• Time-Based Permissions: Expiring access to sensitive experimental data

• Hierarchical Organizations: Support for complex organizational structures

• Data Classification: Automatic sensitivity labeling and protection policies

• Audit Compliance: Advanced reporting for regulatory requirements

Advanced Analytics

• Usage Analytics: Laboratory productivity and collaboration metrics

• Compliance Reporting: Automated regulatory compliance reports

• Data Utilization: Cross-researcher data reuse and collaboration insights

• Performance Monitoring: System performance and user experience metrics

Laboratory File Management

Advanced File Upload Features

Business Need: Enhanced file handling for complex laboratory workflows

• File Preview: Preview images and PDFs before submission

• File Compression: Automatic compression for large data files

• Virus Scanning: Security validation for uploaded content

• Enhanced Progress: Advanced upload progress tracking and error recovery

• File Versioning: Track changes to attached laboratory documents

SAM File Field Integration

Business Need: Streamlined SOP authoring with file upload configuration

• File Field Configuration: File upload settings through SAM authoring interface

• Field Validation: Prevent filename parsing issues with field naming validation

• Template Guidance: File upload hints and validation in SOP templates

• UI Integration: Enhanced SAM interface for file field management

Production File Storage

Business Need: Enterprise-grade file storage for multi-user environments

• AWS Cross-Bucket Support: S3 cross-bucket operations for production deployments

• Storage Optimization: AWS-specific storage optimizations and permissions

• Cloud Testing: Validation and testing for cloud storage backends

• Performance Tuning: Optimized file operations for large-scale usage

File Lifecycle Management

Business Need: Automated maintenance and compliance for laboratory data

• Draft Cleanup Automation: Scheduled cleanup of temporary files

• Storage Optimization: Automated maintenance for storage efficiency

• Audit Logging: Complete file lifecycle tracking for compliance

• Retention Policies: Configurable data retention for regulatory requirements

Benefits

• Data Integrity: Enhanced file validation and security measures

• User Experience: Streamlined file upload workflows for researchers

• Compliance: Automated audit trails and data retention management

• Scalability: Enterprise-ready storage and performance optimization

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