# Requirement Details - Part 5

> Continued from: [requirement-details-part-4.md](x-ipe-docs/requirements/requirement-details-part-4.md)  
> Created: 02-05-2026

---

## Feature List

| Feature ID | Epic ID | Feature Title | Version | Brief Description | Feature Dependency |
|------------|---------|---------------|---------|-------------------|-------------------|
| FEATURE-025-A | EPIC-025 | KB Core Infrastructure | v1.0 | Core folder structure, file index, metadata management, and sidebar integration | FEATURE-008 |
| FEATURE-025-B | EPIC-025 | KB Landing Zone | v1.0 | File upload, drag-drop, landing view grid, and landing actions (delete, move) | FEATURE-025-A |
| FEATURE-025-C | EPIC-025 | KB Manager Skill | v1.0 | AI-powered processing skill: classify, summarize, reorganize, search commands | FEATURE-025-A |
| FEATURE-025-D | EPIC-025 | KB Topics & Summaries | v1.0 | Topics view, AI summary cards with versioning, topic detail display | FEATURE-025-B, FEATURE-025-C |
| FEATURE-025-E | EPIC-025 | KB Search & Preview | v1.0 | Inline sidebar search, filters, preview panel for selected items | FEATURE-025-A |
| FEATURE-025-F | EPIC-025 | KB Navigation & Polish | v1.0 | Section tabs (Landing/Topics), badges, tree views, UX refinements | FEATURE-025-D, FEATURE-025-E |
| FEATURE-026 | EPIC-026 | Homepage Infinity Loop | v1.0 | Interactive infinity loop visualization as X-IPE homepage with sidebar integration | FEATURE-001 |

---

## Linked Mockups

| Mockup Function Name | Feature | Mockup Link |
|---------------------|---------|-------------|
| kb-landing-view | FEATURE-025-A, FEATURE-025-B | [knowledge-base-v1.html](x-ipe-docs/ideas/012. Feature-KnowledgeBase/mockups/knowledge-base-v1.html) |
| kb-processed-view | FEATURE-025-D, FEATURE-025-E | [knowledge-base-processed-v1.html](x-ipe-docs/ideas/012. Feature-KnowledgeBase/mockups/knowledge-base-processed-v1.html) |
| homepage-infinity-loop | FEATURE-026 | [homepage-infinity-v4.html](x-ipe-docs/requirements/EPIC-026/mockups/homepage-infinity-v4.html) |

---

## Feature Details (Continued)

### Knowledge Base Overview

**Source:** [Idea Summary v2](x-ipe-docs/ideas/012. Feature-KnowledgeBase/idea-summary-v2.md)  
**Mockups:** 
- [Landing View](x-ipe-docs/ideas/012. Feature-KnowledgeBase/mockups/knowledge-base-v1.html)
- [Processed View](x-ipe-docs/ideas/012. Feature-KnowledgeBase/mockups/knowledge-base-processed-v1.html)

#### Problem Statement

Currently, X-IPE lacks a dedicated system for:
1. Storing and organizing reusable knowledge (documents, code snippets, research)
2. Processing raw information into actionable AI-generated summaries
3. Searching across multimodal content (text, images, PDFs, spreadsheets)
4. Maintaining knowledge relationships and dependencies
5. Providing AI agents easy access to project knowledge via RAG

#### Solution Overview

Create a new "Knowledge Base" submenu under Workplace with:
- Landing folder for raw uploads awaiting processing
- Topics folder structure for organized knowledge
- AI-powered processing via KB Manager Skill (classify, summarize, reorganize)
- Inline search in sidebar with filter capabilities
- Simple knowledge graph visualization (Phase 2)
- X-IPE Skill interface for AI agent access

#### MVP Phases

| Phase | Scope | Timeline |
|-------|-------|----------|
| Phase 1 | File-based storage, JSON index, full-text search, KB Manager Skill | MVP |
| Phase 2 | ChromaDB vectors, semantic search, knowledge graph visualization | Post-MVP |

#### Implementation Order

```
FEATURE-025-A (Core Infrastructure)
    ├── FEATURE-025-B (Landing Zone)
    │       └── FEATURE-025-D (Topics & Summaries)
    ├── FEATURE-025-C (KB Manager Skill)
    │       └── FEATURE-025-D (Topics & Summaries)
    └── FEATURE-025-E (Search & Preview)
            └── FEATURE-025-F (Navigation & Polish)
```

---

### FEATURE-025-A: KB Core Infrastructure

**Version:** v1.0  
**Brief Description:** Core folder structure, file index, metadata management, and sidebar integration for the Knowledge Base.

**Dependencies:** FEATURE-008 (Workplace)

#### Acceptance Criteria

**1. Sidebar Integration**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-A.1.1 | "Knowledge Base" submenu MUST appear under Workplace section in sidebar | Must |
| AC-A.1.2 | Submenu MUST use icon `bi-archive` or `bi-database` | Must |
| AC-A.1.3 | Submenu MUST always be visible (even when knowledge base is empty) | Must |
| AC-A.1.4 | Clicking submenu MUST switch content area to Knowledge Base view | Must |

**2. Folder Structure**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-A.2.1 | Knowledge Base files MUST be stored in `x-ipe-docs/knowledge-base/` folder | Must |
| AC-A.2.2 | `landing/` subfolder MUST store raw uploaded files awaiting processing | Must |
| AC-A.2.3 | `topics/` subfolder MUST store organized knowledge by topic | Must |
| AC-A.2.4 | `processed/` subfolder MUST store AI-generated summaries | Must |
| AC-A.2.5 | `index/` subfolder MUST store search index files (`file-index.json`) | Must |
| AC-A.2.6 | Each topic folder MUST have `raw/` subfolder and `metadata.json` file | Must |

**Folder Structure:**
```
x-ipe-docs/
└── knowledge-base/
    ├── landing/                    # Raw uploads
    ├── topics/                     # Organized by topic
    │   └── {topic-name}/
    │       ├── raw/               # Original files
    │       └── metadata.json      # Topic metadata
    ├── processed/                  # AI summaries
    │   └── {topic-name}/
    │       ├── summary-v1.md
    │       └── summary-v2.md
    └── index/
        └── file-index.json        # Search index
```

**3. Index & Metadata**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-A.3.1 | `file-index.json` MUST contain: file path, name, type, size, topic, created date, keywords | Must |
| AC-A.3.2 | `metadata.json` per topic MUST contain: topic name, description, file count, last updated, tags | Must |
| AC-A.3.3 | Index MUST be updated whenever files are added, moved, or deleted | Must |
| AC-A.3.4 | "Refresh" button in top bar MUST rebuild index from file system | Must |

---

### FEATURE-025-B: KB Landing Zone

**Version:** v1.0  
**Brief Description:** File upload, drag-drop support, landing view grid, and landing actions (delete, move, process trigger).

**Dependencies:** FEATURE-025-A

#### Acceptance Criteria

**1. File Upload**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-B.1.1 | Upload button MUST appear in top bar when KB view is active | Must |
| AC-B.1.2 | Upload MUST support: PDF, MD, TXT, DOCX, XLSX, Code files (.py, .js, .ts, .java, etc.), Images (.png, .jpg, .gif) | Must |
| AC-B.1.3 | Maximum file size MUST be 50MB per file | Must |
| AC-B.1.4 | Folder upload MUST be supported (recursive, preserves structure) | Must |
| AC-B.1.5 | Uploaded files MUST go to `landing/` folder by default | Must |
| AC-B.1.6 | Upload progress indicator MUST show during upload | Should |
| AC-B.1.7 | Duplicate file detection MUST warn and skip (not overwrite) | Must |

**2. Landing View**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-B.2.1 | Landing view MUST show file grid of items in landing folder | Must |
| AC-B.2.2 | Each file card MUST show: icon (by type), name, size, date | Must |
| AC-B.2.3 | File cards MUST be selectable (checkbox on hover/selection) | Must |
| AC-B.2.4 | "Select All" and "Clear" buttons MUST be in action toolbar | Must |
| AC-B.2.5 | View mode toggle (grid/list) MUST be available | Should |
| AC-B.2.6 | Sort options MUST include: name, date, size, type | Should |
| AC-B.2.7 | Empty state MUST show upload zone with drag-drop support | Must |

**3. Landing Actions**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-B.3.1 | "Process Selected" button MUST appear when items selected | Must |
| AC-B.3.2 | "Delete" button MUST allow removing items from landing | Must |
| AC-B.3.3 | "Move to Topic" button MUST allow manual topic assignment | Should |
| AC-B.3.4 | Processing indicator MUST show when KB Manager Skill is running | Must |
| AC-B.3.5 | Processing MUST be cancellable | Should |

---

### FEATURE-025-C: KB Manager Skill

**Version:** v1.0  
**Brief Description:** AI-powered skill for knowledge processing: classify items, generate summaries, reorganize topics, and search commands.

**Dependencies:** FEATURE-025-A

#### Acceptance Criteria

**1. Processing Commands**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-C.1.1 | Processing MUST be triggered manually by user (click "Process") | Must |
| AC-C.1.2 | KB Manager Skill MUST analyze content type of selected items | Must |
| AC-C.1.3 | Skill MUST suggest topic classification (AI suggestion) | Must |
| AC-C.1.4 | User MUST confirm or modify topic before classification | Must |
| AC-C.1.5 | Skill MUST move files from landing to `topics/{topic}/raw/` | Must |
| AC-C.1.6 | Skill MUST generate markdown summary in `processed/{topic}/summary-vN.md` | Must |
| AC-C.1.7 | Summaries MUST be versioned (v1, v2, v3...) | Must |
| AC-C.1.8 | Skill MUST update `index/file-index.json` with new entries | Must |

**2. Skill Interface (X-IPE Skill)**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-C.2.1 | Skill MUST be invokable via Copilot with trigger phrases | Must |
| AC-C.2.2 | Skill MUST support commands: `classify`, `process`, `reorganize`, `search` | Must |
| AC-C.2.3 | `classify` MUST move landing items to suggested topics | Must |
| AC-C.2.4 | `process` MUST generate summaries for specified items/topics | Must |
| AC-C.2.5 | `reorganize` MUST restructure knowledge and provide adjustment summary | Should |
| AC-C.2.6 | `search` MUST query index and return relevant results | Must |

**Skill Trigger Phrases:**
- "organize knowledge base"
- "process knowledge in landing"
- "search knowledge for {query}"
- "classify landing items"
- "summarize topic {name}"

---

### FEATURE-025-D: KB Topics & Summaries

**Version:** v1.0  
**Brief Description:** Topics view, AI-generated summary cards with version history, topic detail display and management.

**Dependencies:** FEATURE-025-B, FEATURE-025-C

#### Acceptance Criteria

**1. Topics View**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-D.1.1 | Topics view MUST show list of topic folders in sidebar | Must |
| AC-D.1.2 | Each topic MUST show: icon, name, item count, last updated | Must |
| AC-D.1.3 | Clicking topic MUST show topic detail view | Must |
| AC-D.1.4 | Topic detail MUST show: AI summary card, source files list | Must |
| AC-D.1.5 | AI summary card MUST render markdown with version selector | Must |
| AC-D.1.6 | Version history MUST show last 5 summary versions | Must |
| AC-D.1.7 | "Reprocess" button MUST regenerate summary | Should |
| AC-D.1.8 | "Add Knowledge" button MUST allow adding files to topic | Should |

---

### FEATURE-025-E: KB Search & Preview

**Version:** v1.0  
**Brief Description:** Inline sidebar search bar, filter options, and preview panel for selected knowledge items.

**Dependencies:** FEATURE-025-A

#### Acceptance Criteria

**1. Search**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-E.1.1 | Inline search bar MUST appear in sidebar below section tabs | Must |
| AC-E.1.2 | Search MUST filter across: file names, topic names, content (Phase 1: text only) | Must |
| AC-E.1.3 | Search results MUST highlight matched terms | Should |
| AC-E.1.4 | Filter options MUST include: file type, topic, date range | Should |
| AC-E.1.5 | Keyboard shortcut `Cmd+K` MAY open focused search (optional) | Could |

**2. Preview Panel**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-E.2.1 | Preview panel MUST appear on right side when file selected | Must |
| AC-E.2.2 | Preview MUST show: file thumbnail/icon, name, type, size, date, status | Must |
| AC-E.2.3 | Preview MUST show suggested tags (from AI analysis) | Should |
| AC-E.2.4 | "Process" and "Open" action buttons MUST appear in preview | Must |
| AC-E.2.5 | Preview panel MUST be closeable | Should |

---

### FEATURE-025-F: KB Navigation & Polish

**Version:** v1.0  
**Brief Description:** Section tabs (Landing/Topics), badges, tree views, and UX refinements for polished navigation.

**Dependencies:** FEATURE-025-D, FEATURE-025-E

#### Acceptance Criteria

**1. Section Tabs**

| # | Acceptance Criteria | Priority |
|---|---------------------|----------|
| AC-F.1.1 | Sidebar MUST have tabs: "Landing" and "Topics" | Must |
| AC-F.1.2 | Landing tab MUST show badge with item count | Must |
| AC-F.1.3 | Tabs MUST switch between Landing tree and Topics tree views | Must |
| AC-F.1.4 | Active tab MUST have visual indicator | Must |

---

### Non-Functional Requirements (All Sub-Features)

| # | Requirement | Priority | Applies To |
|---|-------------|----------|------------|
| NFR-1 | File upload MUST complete within 5 seconds for files < 10MB | Should | 025-B |
| NFR-2 | Search results MUST appear within 500ms for index queries | Should | 025-E |
| NFR-3 | AI processing MUST show progress indication for long operations | Should | 025-C |
| NFR-4 | Knowledge Base MUST support at least 1000 files without performance degradation | Should | 025-A |
| NFR-5 | Summary generation MUST complete within 30 seconds per file | Should | 025-C |

---

### Out of Scope (v1)

- Real-time collaboration on knowledge items
- Automatic online crawling (manual upload only)
- Advanced permissions/access control
- External API integrations
- MCP Server for AI agents (X-IPE Skill only for MVP)
- Vector embedding search (Phase 2)
- Full knowledge graph editor (Phase 2)

---

### Dependencies (All Sub-Features)

| Dependency | Type | Description |
|------------|------|-------------|
| FEATURE-008 | Feature | Workplace framework for sidebar and content area |
| File System | System | Read/write access to `x-ipe-docs/knowledge-base/` |
| Copilot Integration | System | For KB Manager Skill invocation |

---

### Phase 2 Enhancements (Post-MVP)

| Enhancement | Description |
|-------------|-------------|
| ChromaDB Integration | Vector database for semantic embeddings |
| Semantic Search | AI-powered similarity search using embeddings |
| Knowledge Graph | Visual relationship view between topics |
| MCP Server | Model Context Protocol server for external AI agent access |
| Re-ranking | Cross-encoder for improved search precision |

---

### FEATURE-026: Homepage Infinity Loop

**Source:** [Idea Summary v2](x-ipe-docs/ideas/TBC008. Feature-Homepage/idea-summary-v2.md)  
**Mockup:** [homepage-infinity-v4.html](x-ipe-docs/ideas/TBC008. Feature-Homepage/mockups/homepage-infinity-v4.html)

#### Problem Statement

X-IPE lacks a welcoming homepage that:
1. Provides visual overview of the AI-powered development lifecycle
2. Helps new users understand the 8 stages (Ideation → Planning cycle)
3. Guides users to relevant sidebar features from a central location
4. Communicates the "Control vs Transparency" paradigm visually

#### Solution Overview

Display an interactive **infinity loop (∞) visualization** when:
- User clicks the "X-IPE" logo in the header
- No file/folder is currently selected in the sidebar tree (default state)

The infinity loop shows 8 development stages with direct navigation to corresponding sidebar sections.

#### Requirements

##### REQ-026-1: Entry Points

| ID | Requirement | Priority |
|----|-------------|----------|
| REQ-026-1.1 | Clicking "X-IPE" logo in header displays the homepage | P0 |
| REQ-026-1.2 | Homepage is default view when no file/folder is selected | P0 |
| REQ-026-1.3 | Homepage replaces content panel (right side) | P0 |

##### REQ-026-2: Infinity Loop Visualization

| ID | Requirement | Priority |
|----|-------------|----------|
| REQ-026-2.1 | Display infinity loop (∞) shape with 8 stage buttons | P0 |
| REQ-026-2.2 | Left loop labeled "CONTROL" (blue theme) - 4 stages | P0 |
| REQ-026-2.3 | Right loop labeled "TRANSPARENCY" (purple theme) - 4 stages | P0 |
| REQ-026-2.4 | Use SVG/CSS for rendering if visual quality matches PNG mockup | P1 |
| REQ-026-2.5 | Fall back to PNG background if SVG quality insufficient | P2 |

##### REQ-026-3: Stage Buttons

| ID | Requirement | Priority |
|----|-------------|----------|
| REQ-026-3.1 | 8 clickable stage buttons positioned on infinity loop | P0 |
| REQ-026-3.2 | Each button has icon + label (e.g., 💡 IDEATION) | P0 |
| REQ-026-3.3 | Hover effect: scale up, glow, cursor pointer | P1 |
| REQ-026-3.4 | TBD stages (Deployment) show disabled badge/tooltip | P1 |

**Stage Definitions:**

| Stage | Loop | Sidebar Target | Status |
|-------|------|----------------|--------|
| Ideation | Control | Workplace → Ideation | ✅ Ready |
| Requirement | Control | Project → Requirements | ✅ Ready |
| Implementation | Control | Project → Features + Code (src/) | ✅ Ready |
| Deployment | Control | Management → Deployment | 🚧 TBD |
| Validation | Transparency | Quality → Project Quality Report | ✅ Ready |
| Monitoring | Transparency | Quality → Behavior Tracing | ✅ Ready |
| Feedback | Transparency | Feedback → UI/UX Feedback | ✅ Ready |
| Planning | Transparency | Management → Planning | ✅ Ready |

##### REQ-026-4: Click Behavior

| ID | Requirement | Priority |
|----|-------------|----------|
| REQ-026-4.1 | Click stage → highlight corresponding sidebar menu item | P0 |
| REQ-026-4.2 | Highlight includes visual indicator (background, border, animation) | P0 |
| REQ-026-4.3 | Auto-scroll sidebar to highlighted item if not visible | P1 |
| REQ-026-4.4 | Expand parent folders in sidebar tree to show target item | P0 |
| REQ-026-4.5 | NO overlay - direct interaction with real sidebar | P0 |
| REQ-026-4.6 | TBD stages show tooltip "Coming Soon" instead of navigating | P1 |

##### REQ-026-5: Responsive Behavior

| ID | Requirement | Priority |
|----|-------------|----------|
| REQ-026-5.1 | Desktop only feature (hidden on screens < 768px width) | P0 |
| REQ-026-5.2 | On mobile, show simple text: "X-IPE Development Lifecycle" with stage list | P2 |

##### REQ-026-6: Visual Design

| ID | Requirement | Priority |
|----|-------------|----------|
| REQ-026-6.1 | Use X-IPE design system colors | P0 |
| REQ-026-6.2 | Control loop: blue gradient (#3b82f6 → #60a5fa) | P0 |
| REQ-026-6.3 | Transparency loop: purple gradient (#8b5cf6 → #a78bfa) | P0 |
| REQ-026-6.4 | Stage buttons match loop colors | P0 |
| REQ-026-6.5 | Typography: DM Sans (body), Syne (display) | P1 |

#### Acceptance Criteria

| # | Criteria | Validation |
|---|----------|------------|
| 1 | Clicking X-IPE logo shows infinity loop | Manual test |
| 2 | Empty content panel (no selection) shows infinity loop | Manual test |
| 3 | All 8 stage buttons visible and positioned correctly | Visual check |
| 4 | Clicking "Ideation" highlights "Workplace → Ideation" in sidebar | Manual test |
| 5 | Clicking "Validation" highlights "Quality → Project Quality Report" | Manual test |
| 6 | Deployment button shows "TBD" or "Coming Soon" tooltip | Manual test |
| 7 | Hidden on mobile/narrow screens | Resize test |
| 8 | Colors match X-IPE design system | Visual check |

#### Technical Notes

1. **Integration Point:** Content panel (`workplace-content-body`)
2. **Entry Detection:** Listen for logo click + detect empty tree selection
3. **Sidebar API:** Use existing sidebar expand/scroll functions
4. **State Management:** Homepage visibility controlled by selection state

---

## Change Log

| Date | Feature | Change |
|------|---------|--------|
| 02-05-2026 | FEATURE-026 | Added Homepage Infinity Loop requirements |
| 02-05-2026 | FEATURE-025-A to F | Split into 6 sub-features from original FEATURE-025 |
| 02-05-2026 | FEATURE-025 | Initial requirement documentation |
