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silo/docs/GAP_ANALYSIS.md
Forbes 21c592bcb2 docs: update all docs for sessions, solver, approvals, and recent features 
- STATUS.md: migration count 18→23, endpoint count 86→~140, add approval
  workflows, solver service, workstations, edit sessions, SSE targeted
  delivery rows, update test file count 9→31, add migrations 019-023
- MODULES.md: add solver and sessions to registry, dependencies, endpoint
  mappings (sections 3.11, 3.12), discovery response, admin settings,
  config YAML, and future considerations
- CONFIGURATION.md: add Approval Workflows, Solver, and Modules config
  sections, add SILO_SOLVER_DEFAULT env var
- ROADMAP.md: mark Job Queue Complete (Tier 0), Audit Trail Complete
  (Tier 1), Approval/ECO Complete (Tier 4), update Workflow Engine tasks,
  add Recently Completed section, update counts, resolve job queue question
- GAP_ANALYSIS.md: mark approval workflow Implemented, locking Partial,
  update workflow comparison (C.2), update check-in/check-out to Partial,
  task scheduler to Full, update endpoint counts, rewrite Appendix A
- INSTALL.md: add MODULES.md, WORKERS.md, SOLVER.md to Further Reading
- WORKERS.md: status Draft→Implemented
- SOLVER.md: add spec doc, mark Phase 3b as complete
2026-03-03 13:26:08 -06:00

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# Silo Gap Analysis
**Date:** 2026-03-01
**Status:** Analysis Complete (Updated)
---
## Executive Summary
This document analyzes the current state of the Silo project against its specification and against SOLIDWORKS PDM (the industry-leading product data management solution). It identifies documentation gaps, feature gaps, and outlines a roadmap for enhanced revision control capabilities.
See [ROADMAP.md](ROADMAP.md) for the platform roadmap and dependency tier structure.
---
## 1. Documentation Gap Analysis
### 1.1 Current Documentation
| Document | Coverage | Status |
|----------|----------|--------|
| `README.md` | Quick start, overview, component map | Current |
| `docs/SPECIFICATION.md` | Design specification, API reference | Current |
| `docs/STATUS.md` | Implementation status summary | Current |
| `docs/DEPLOYMENT.md` | Production deployment guide | Current |
| `docs/CONFIGURATION.md` | Configuration reference (all config.yaml options) | Current |
| `docs/AUTH.md` | Authentication system design | Current |
| `docs/AUTH_USER_GUIDE.md` | User guide for login, tokens, and roles | Current |
| `docs/GAP_ANALYSIS.md` | Revision control roadmap | Current |
| `docs/ROADMAP.md` | Platform roadmap and dependency tiers | Current |
| `frontend-spec.md` | React SPA frontend specification | Current |
### 1.2 Documentation Gaps (Priority Order)
#### High Priority
| Gap | Impact | Effort | Status |
|-----|--------|--------|--------|
| **API Reference** | Users cannot integrate programmatically | Medium | Addressed in SPECIFICATION.md Section 11 |
| **Deployment Guide** | Cannot deploy to production | Medium | Complete (`docs/DEPLOYMENT.md`) |
| **Database Schema Guide** | Migration troubleshooting difficult | Low | Open |
| **Configuration Reference** | config.yaml options undocumented | Low | Complete (`docs/CONFIGURATION.md`) |
#### Medium Priority
| Gap | Impact | Effort |
|-----|--------|--------|
| **User Workflows** | Users lack step-by-step guidance | Medium |
| **Troubleshooting Guide** | Support burden increases | Medium |
| **Developer Setup Guide** | Onboarding friction | Low |
#### Lower Priority
| Gap | Impact | Effort |
|-----|--------|--------|
| **CHANGELOG.md** | Version history unclear | Low |
| **Architecture Decision Records** | Design rationale lost | Medium |
| **Integration Guide** | Third-party integration unclear | High |
### 1.3 Recommended Actions
1. ~~**Consolidate specs**: Remove `silo-spec.md` duplicate~~ Done (deleted)
2. ~~**Create API reference**: Full REST endpoint documentation~~ Addressed in SPECIFICATION.md
3. ~~**Create `docs/DEPLOYMENT.md`**: Production deployment guide~~ Done
4. ~~**Create configuration reference**: Document all `config.yaml` options~~ Done (`docs/CONFIGURATION.md`)
5. **Create database schema guide**: Document migrations and troubleshooting
---
## 2. Current Revision Control Implementation
### 2.1 What's Implemented
| Feature | Status | Location |
|---------|--------|----------|
| Append-only revision history | Complete | `internal/db/items.go` |
| Sequential revision numbering | Complete | Database trigger |
| Property snapshots (JSONB) | Complete | `revisions.properties` |
| File storage (filesystem) | Complete | `internal/storage/` |
| SHA256 checksums | Complete | Captured on upload |
| Revision comments | Complete | `revisions.comment` |
| User attribution | Complete | `revisions.created_by` |
| Property schema versioning | Complete | Migration 005 |
| BOM revision pinning | Complete | `relationships.child_revision` |
### 2.2 Database Schema
```sql
-- Current revision schema (migrations/001_initial.sql)
CREATE TABLE revisions (
id UUID PRIMARY KEY,
item_id UUID REFERENCES items(id) ON DELETE CASCADE,
revision_number INTEGER NOT NULL,
properties JSONB NOT NULL DEFAULT '{}',
file_key TEXT,
file_version TEXT, -- storage version ID
file_checksum TEXT, -- SHA256
file_size BIGINT,
thumbnail_key TEXT,
created_at TIMESTAMPTZ DEFAULT now(),
created_by TEXT,
comment TEXT,
property_schema_version INTEGER DEFAULT 1,
UNIQUE(item_id, revision_number)
);
```
### 2.3 API Endpoints
| Endpoint | Method | Status |
|----------|--------|--------|
| `/api/items/{pn}/revisions` | GET | Implemented |
| `/api/items/{pn}/revisions` | POST | Implemented |
| `/api/items/{pn}/revisions/{rev}` | GET | Implemented |
| `/api/items/{pn}/file` | POST | Implemented |
| `/api/items/{pn}/file` | GET | Implemented (latest) |
| `/api/items/{pn}/file/{rev}` | GET | Implemented |
### 2.4 Client Integration
FreeCAD workbench maintained in separate [silo-mod](https://git.kindred-systems.com/kindred/silo-mod) repository. The server provides the revision and file endpoints consumed by the workbench.
---
## 3. Revision Control Gaps
### 3.1 Critical Gaps
| Gap | Description | Impact | Status |
|-----|-------------|--------|--------|
| ~~**No rollback**~~ | ~~Cannot revert to previous revision~~ | ~~Data recovery difficult~~ | **Implemented** |
| ~~**No comparison**~~ | ~~Cannot diff between revisions~~ | ~~Change tracking manual~~ | **Implemented** |
| **No locking** | No concurrent edit protection | Multi-user unsafe | Partial (edit sessions with hard interference detection; full pessimistic locking not yet implemented) |
| ~~**No approval workflow**~~ | ~~No release/sign-off process~~ | ~~Quality control gap~~ | **Implemented** (YAML-configurable ECO workflows, multi-stage review gates, digital signatures) |
### 3.2 Important Gaps
| Gap | Description | Impact | Status |
|-----|-------------|--------|--------|
| **No branching** | Linear history only | No experimental variants | Open |
| ~~**No tagging**~~ | ~~No named milestones~~ | ~~Release tracking manual~~ | **Implemented** (revision labels) |
| ~~**No audit log**~~ | ~~Actions not logged separately~~ | ~~Compliance gap~~ | **Implemented** (migration 009, `audit_log` table + completeness scoring) |
| **Thumbnail missing** | Schema exists, not populated | No visual preview | Open |
### 3.3 Nice-to-Have Gaps
| Gap | Description | Impact |
|-----|-------------|--------|
| **No search** | Cannot search revision comments | Discovery limited |
| **No retention policy** | Revisions never expire | Storage grows unbounded |
| **No delta storage** | Full file per revision | Storage inefficient |
| **No notifications** | No change alerts | Manual monitoring required |
---
## 4. Revision Control Roadmap
### Phase 1: Foundation -- COMPLETE
**Goal:** Enable safe single-user revision management
All Phase 1 items have been implemented:
- **Rollback**: `POST /api/items/{pn}/revisions/{rev}/rollback` - creates new revision from old
- **Revision Comparison**: `GET /api/items/{pn}/revisions/compare?from={rev1}&to={rev2}` - property and file diffs
- **Revision Labels/Status**: `PATCH /api/items/{pn}/revisions/{rev}` - status (draft/review/released/obsolete) and arbitrary labels via migration 007
---
### Phase 2: Multi-User Support
**Goal:** Enable safe concurrent editing
#### 2.1 Pessimistic Locking
```
Effort: High | Priority: High | Risk: Medium | Status: Not Started
```
**Database Migration:**
```sql
CREATE TABLE item_locks (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
item_id UUID NOT NULL REFERENCES items(id) ON DELETE CASCADE,
locked_by TEXT NOT NULL,
locked_at TIMESTAMPTZ NOT NULL DEFAULT now(),
expires_at TIMESTAMPTZ NOT NULL,
lock_type TEXT NOT NULL DEFAULT 'exclusive',
comment TEXT,
UNIQUE(item_id)
);
CREATE INDEX idx_locks_expires ON item_locks(expires_at);
```
**API Endpoints:**
```
POST /api/items/{pn}/lock # Acquire lock
DELETE /api/items/{pn}/lock # Release lock
GET /api/items/{pn}/lock # Check lock status
```
#### 2.2 Authentication -- COMPLETE
Authentication is fully implemented with three backends (local/bcrypt, LDAP/FreeIPA, OIDC/Keycloak), role-based access control (admin > editor > viewer), API token management, and PostgreSQL-backed sessions. See `docs/AUTH.md` for full details.
- Migration: `009_auth.sql`
- Code: `internal/auth/`, `internal/api/middleware.go`
#### 2.3 Audit Logging -- COMPLETE
Audit logging is implemented via migration 009 with the `audit_log` table and completeness scoring system. Endpoints:
- `GET /api/audit/completeness` — summary of all items
- `GET /api/audit/completeness/{partNumber}` — per-item scoring with weighted fields and tier classification
Code: `internal/api/audit_handlers.go`
---
### Phase 3: Advanced Features
**Goal:** Enhanced revision management capabilities
#### 3.1 Branching Support
```
Effort: High | Priority: Low | Risk: High
```
**Concept:** Named revision streams per item
**Database Migration:**
```sql
CREATE TABLE revision_branches (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
item_id UUID NOT NULL REFERENCES items(id) ON DELETE CASCADE,
name TEXT NOT NULL, -- 'main', 'experimental', 'customer-variant'
base_revision INTEGER, -- Branch point
created_at TIMESTAMPTZ DEFAULT now(),
created_by TEXT,
UNIQUE(item_id, name)
);
ALTER TABLE revisions ADD COLUMN branch_id UUID REFERENCES revision_branches(id);
```
**Complexity:** Requires merge logic, conflict resolution UI
#### 3.2 Release Management
```
Effort: Medium | Priority: Medium | Risk: Low
```
**Database Migration:**
```sql
CREATE TABLE releases (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
name TEXT NOT NULL UNIQUE, -- 'v1.0', '2026-Q1'
description TEXT,
created_at TIMESTAMPTZ DEFAULT now(),
created_by TEXT,
status TEXT DEFAULT 'draft' -- 'draft', 'released', 'archived'
);
CREATE TABLE release_items (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
release_id UUID REFERENCES releases(id) ON DELETE CASCADE,
item_id UUID REFERENCES items(id) ON DELETE CASCADE,
revision_number INTEGER NOT NULL,
UNIQUE(release_id, item_id)
);
```
**Use Case:** Snapshot a set of items at specific revisions for a product release
#### 3.3 Thumbnail Generation
```
Effort: Medium | Priority: Low | Risk: Low
```
**Implementation Options:**
1. FreeCAD headless rendering (python script)
2. External service (e.g., CAD thumbnail microservice)
3. User-uploaded thumbnails
**Changes:**
- Add thumbnail generation on file upload
- Store at `thumbnails/{part_number}/rev{n}.png`
- Expose via `GET /api/items/{pn}/thumbnail/{rev}`
---
## 5. Recommended Implementation Order
### Completed
1. ~~**Revision Comparison API**~~ - Implemented
2. ~~**Rollback Support**~~ - Implemented
3. ~~**Revision Labels/Status**~~ - Implemented (migration 007)
### Recently Completed
4. ~~**Authentication**~~ - Implemented (3 backends: local, LDAP, OIDC; RBAC; API tokens; sessions)
5. ~~**Audit Logging**~~ - Implemented (audit_log table, completeness scoring)
### Next (Short-term)
6. **Pessimistic Locking** - Required before multi-user
### Medium-term (3-6 Months)
7. **Release Management** - Product milestone tracking
8. **Thumbnail Generation** - Visual preview capability
### Long-term (Future)
10. **Branching** - Complex, defer until needed
11. **Delta Storage** - Optimization, not critical
12. **Notifications** - Nice-to-have workflow enhancement
---
## 6. Migration Considerations
### Part Number Format Migration (Completed)
The recent migration from `XXXXX-CCC-NNNN` to `CCC-NNNN` format has been completed:
- Database migration: `migrations/006_project_tags.sql`
- Schema update: `schemas/kindred-rd.yaml` v3
- Projects: Now many-to-many tags instead of embedded in part number
- File paths: `~/projects/cad/{category}_{name}/{part_number}_{description}.FCStd`
### Future Schema Migrations
The property schema versioning framework (`property_schema_version`, `property_migrations` table) is in place but lacks:
- Automated migration runners
- Rollback capability for failed migrations
- Dry-run validation mode
**Recommendation:** Build migration tooling before adding complex property schemas.
---
## 7. Open Questions (from Specification)
These design decisions remain unresolved:
1. **Property change triggers** - Should editing properties auto-create revision?
2. **Revision metadata editing** - Allow comment updates post-creation?
3. **Soft delete behavior** - Archive or hard delete revisions?
4. **File diff strategy** - Exploded FCStd storage for better diffing?
5. **Retention policy** - How long to keep old revisions?
---
## Appendix A: File Structure
Current structure:
```
internal/
api/
approval_handlers.go # Approval/ECO workflow endpoints
audit_handlers.go # Audit/completeness endpoints
auth_handlers.go # Login, tokens, OIDC
bom_handlers.go # Flat BOM, cost roll-up
broker.go # SSE broker with targeted delivery
dag_handlers.go # Dependency DAG endpoints
dependency_handlers.go # .kc dependency resolution
file_handlers.go # Presigned uploads, item files, thumbnails
handlers.go # Items, schemas, projects, revisions, Server struct
job_handlers.go # Job queue endpoints
location_handlers.go # Location hierarchy endpoints
macro_handlers.go # .kc macro endpoints
metadata_handlers.go # .kc metadata endpoints
middleware.go # Auth middleware
odoo_handlers.go # Odoo integration endpoints
pack_handlers.go # .kc checkout packing
routes.go # Route registration (~140 endpoints)
runner_handlers.go # Job runner endpoints
search.go # Fuzzy search
session_handlers.go # Edit session acquire/release/query
settings_handlers.go # Admin settings endpoints
solver_handlers.go # Solver service endpoints
sse_handler.go # SSE event stream handler
workstation_handlers.go # Workstation registration
auth/
auth.go # Auth service: local, LDAP, OIDC
db/
edit_sessions.go # Edit session repository
items.go # Item and revision repository
item_files.go # File attachment repository
jobs.go # Job queue repository
projects.go # Project repository
relationships.go # BOM repository
workstations.go # Workstation repository
modules/
modules.go # Module registry (12 modules)
loader.go # Config-to-module state loader
storage/
storage.go # File storage helpers
migrations/
001_initial.sql # Core schema
...
023_edit_sessions.sql # Edit session tracking (latest)
```
---
## Appendix B: API Additions Summary
### Phase 1 Endpoints (Implemented)
```
GET /api/items/{pn}/revisions/compare # Diff two revisions
POST /api/items/{pn}/revisions/{rev}/rollback # Create revision from old
PATCH /api/items/{pn}/revisions/{rev} # Update status/labels
```
### Phase 2 Endpoints
**Authentication (Implemented):**
```
GET /api/auth/me # Current user info
GET /api/auth/tokens # List API tokens
POST /api/auth/tokens # Create API token
DELETE /api/auth/tokens/{id} # Revoke API token
```
**Audit (Implemented):**
```
GET /api/audit/completeness # All items completeness summary
GET /api/audit/completeness/{partNumber} # Per-item scoring
```
**File Attachments (Implemented):**
```
GET /api/auth/config # Auth config (public)
POST /api/uploads/presign # Presigned upload URL
GET /api/items/{pn}/files # List item files
POST /api/items/{pn}/files # Associate file with item
DELETE /api/items/{pn}/files/{fileId} # Delete file association
PUT /api/items/{pn}/thumbnail # Set item thumbnail
GET /api/items/{pn}/bom/flat # Flattened BOM
GET /api/items/{pn}/bom/cost # Assembly cost roll-up
```
**Locking (Not Implemented):**
```
POST /api/items/{pn}/lock # Acquire lock
DELETE /api/items/{pn}/lock # Release lock
GET /api/items/{pn}/lock # Check lock status
```
### Phase 3 Endpoints (Not Implemented)
```
GET /api/releases # List releases
POST /api/releases # Create release
GET /api/releases/{name} # Get release details
POST /api/releases/{name}/items # Add items to release
GET /api/items/{pn}/thumbnail/{rev} # Get thumbnail
```
---
## Appendix C: SOLIDWORKS PDM Comparison
This section compares Silo's capabilities against SOLIDWORKS PDM features. Gaps are categorized by priority and implementation complexity.
**Legend:** Silo Status = Full / Partial / None | Priority = Critical / High / Medium / Low | Complexity = Simple / Moderate / Complex
### C.1 Version Control & Revision Management
| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
|---------|---------------|-------------|----------|------------|
| Check-in/check-out | Full pessimistic locking | Partial (edit sessions with hard interference) | High | Moderate |
| Version history | Complete with branching | Full (linear) | - | - |
| Revision labels | A, B, C or custom schemes | Full (custom labels) | - | - |
| Rollback/restore | Full | Full | - | - |
| Compare revisions | Visual + metadata diff | Metadata diff only | Medium | Complex |
| Get Latest Revision | One-click retrieval | Partial (API only) | Medium | Simple |
Silo has edit sessions with hard interference detection (unique index on item + context_level + object_id prevents two users from editing the same object simultaneously). Full pessimistic file-level locking is not yet implemented. Visual diff comparison would require FreeCAD integration for CAD file visualization.
### C.2 Workflow Management
| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
|---------|---------------|-------------|----------|------------|
| Custom workflows | Full visual designer | Full (YAML-defined state machines) | - | - |
| State transitions | Configurable with permissions | Full (configurable transition rules) | - | - |
| Parallel approvals | Multiple approvers required | Full (multi-stage review gates) | - | - |
| Automatic transitions | Timer/condition-based | None | Medium | Moderate |
| Email notifications | On state change | None | High | Moderate |
| ECO process | Built-in change management | Full (YAML-configurable ECO workflows) | - | - |
| Child state conditions | Block parent if children invalid | None | Medium | Moderate |
Workflow management has been significantly addressed. Silo now supports YAML-defined state machine workflows with configurable transitions, multi-stage approval gates, and digital signatures. Remaining gaps: automatic timer-based transitions, email notifications, and child state condition enforcement.
### C.3 User Management & Security
| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
|---------|---------------|-------------|----------|------------|
| User authentication | Windows AD, LDAP | Full (local, LDAP, OIDC) | - | - |
| Role-based permissions | Granular per folder/state | Partial (3-tier role model) | Medium | Moderate |
| Group management | Full | None | Medium | Moderate |
| Folder permissions | Read/write/delete per folder | None | Medium | Moderate |
| State permissions | Actions allowed per state | None | High | Moderate |
| Audit trail | Complete action logging | Full | - | - |
| Private files | Pre-check-in visibility control | None | Low | Simple |
Authentication is implemented with three backends (local, LDAP/FreeIPA, OIDC/Keycloak) and a 3-tier role model (admin > editor > viewer). Audit logging captures user actions. Remaining gaps: group management, folder-level permissions, and state-based permission rules.
### C.4 Search & Discovery
| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
|---------|---------------|-------------|----------|------------|
| Metadata search | Full with custom cards | Partial (API query params + fuzzy) | High | Moderate |
| Full-text content search | iFilters for Office, CAD | None | Medium | Complex |
| Quick search | Toolbar with history | Partial (fuzzy search API) | Medium | Simple |
| Saved searches | User-defined favorites | None | Medium | Simple |
| Advanced operators | AND, OR, NOT, wildcards | None | Medium | Simple |
| Multi-variable search | Search across multiple fields | None | Medium | Simple |
| Where-used search | Find all assemblies using part | Full | - | - |
Silo has API-level filtering, fuzzy search, and where-used queries. Remaining gaps: saved searches, advanced search operators, and a richer search UI. Content search (searching within CAD files) is not planned for the server.
### C.5 BOM Management
| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
|---------|---------------|-------------|----------|------------|
| Single-level BOM | Yes | Full | - | - |
| Multi-level BOM | Indented/exploded views | Full (recursive, configurable depth) | - | - |
| BOM comparison | Between revisions | None | Medium | Moderate |
| BOM export | Excel, XML, ERP formats | Full (CSV, ODS) | - | - |
| BOM import | Bulk BOM loading | Full (CSV with upsert) | - | - |
| Calculated BOMs | Quantities rolled up | None | Medium | Moderate |
| Reference designators | Full support | Full | - | - |
| Alternate parts | Substitute tracking | Full | - | - |
Multi-level BOM retrieval (recursive CTE with configurable depth) and BOM export (CSV, ODS) are implemented. BOM import supports CSV with upsert and cycle detection. Remaining gap: BOM comparison between revisions.
### C.6 CAD Integration
| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
|---------|---------------|-------------|----------|------------|
| Native CAD add-in | Deep SOLIDWORKS integration | FreeCAD workbench (silo-mod) | Medium | Complex |
| Property mapping | Bi-directional sync | Planned (silo-mod) | Medium | Moderate |
| Task pane | Embedded in CAD UI | Auth dock panel (silo-mod) | Medium | Complex |
| Lightweight components | Handle without full load | N/A | - | - |
| Drawing/model linking | Automatic association | Manual | Medium | Moderate |
| Multi-CAD support | Third-party formats | FreeCAD only | Low | - |
CAD integration is maintained in separate repositories ([silo-mod](https://git.kindred-systems.com/kindred/silo-mod), [silo-calc](https://git.kindred-systems.com/kindred/silo-calc)). The Silo server provides the REST API endpoints consumed by those clients.
### C.7 External Integrations
| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
|---------|---------------|-------------|----------|------------|
| ERP integration | SAP, Dynamics, etc. | Partial (Odoo stubs) | Medium | Complex |
| API access | Full COM/REST API | Full REST API (~140 endpoints) | - | - |
| Dispatch scripts | Automation without coding | None | Medium | Moderate |
| Task scheduler | Background processing | Full (job queue with runners) | - | - |
| Email system | SMTP integration | None | High | Simple |
| Web portal | Browser access | Full (React SPA + auth) | - | - |
Silo has a comprehensive REST API (~140 endpoints) and a full web UI with authentication. Odoo ERP integration has config/sync-log scaffolding but push/pull operations are stubs. Job queue with runner management is fully implemented. Remaining gaps: email notifications, dispatch automation.
### C.8 Reporting & Analytics
| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
|---------|---------------|-------------|----------|------------|
| Standard reports | Inventory, usage, activity | None | Medium | Moderate |
| Custom reports | User-defined queries | None | Medium | Moderate |
| Dashboard | Visual KPIs | None | Low | Moderate |
| Export formats | PDF, Excel, CSV | CSV and ODS | Medium | Simple |
Reporting capabilities are absent. Basic reports (item counts, revision activity, where-used) would provide immediate value.
### C.9 File Handling
| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
|---------|---------------|-------------|----------|------------|
| File versioning | Automatic | Full (filesystem) | - | - |
| File preview | Thumbnails, 3D preview | None | Medium | Complex |
| File conversion | PDF, DXF generation | None | Medium | Complex |
| Replication | Multi-site sync | None | Low | Complex |
| File copy with refs | Copy tree with references | None | Medium | Moderate |
File storage works well. Thumbnail generation and file preview would significantly improve the web UI experience. Automatic conversion to PDF/DXF is valuable for sharing with non-CAD users.
---
## Appendix D: Feature Comparison Matrix
| Category | Feature | SW PDM Standard | SW PDM Pro | Silo Current | Silo Planned |
|----------|---------|-----------------|------------|--------------|--------------|
| **Version Control** | Check-in/out | Yes | Yes | Partial (edit sessions) | Tier 1 |
| | Version history | Yes | Yes | Yes | - |
| | Rollback | Yes | Yes | Yes | - |
| | Revision labels/status | Yes | Yes | Yes | - |
| | Revision comparison | Yes | Yes | Yes (metadata) | - |
| **Workflow** | Custom workflows | Limited | Yes | Yes (YAML state machines) | - |
| | Parallel approval | No | Yes | Yes (multi-stage gates) | - |
| | Notifications | No | Yes | No | Tier 1 |
| **Security** | User auth | Windows | Windows/LDAP | Yes (local, LDAP, OIDC) | - |
| | Permissions | Basic | Granular | Partial (role-based) | Tier 4 |
| | Audit trail | Basic | Full | Yes | - |
| **Search** | Metadata search | Yes | Yes | Partial (API + fuzzy) | Tier 0 |
| | Content search | No | Yes | No | Tier 2 |
| | Where-used | Yes | Yes | Yes | - |
| **BOM** | Single-level | Yes | Yes | Yes | - |
| | Multi-level | Yes | Yes | Yes (recursive) | - |
| | BOM export | Yes | Yes | Yes (CSV, ODS) | - |
| **Data** | CSV import/export | Yes | Yes | Yes | - |
| | ODS import/export | No | No | Yes | - |
| | Project management | Yes | Yes | Yes | - |
| **Integration** | API | Limited | Full | Full REST (~140) | - |
| | ERP connectors | No | Yes | Partial (Odoo stubs) | Tier 6 |
| | Web access | No | Yes | Yes (React SPA + auth) | - |
| **Files** | Versioning | Yes | Yes | Yes | - |
| | Preview | Yes | Yes | No | Tier 2 |
| | Multi-site | No | Yes | No | Not Planned |
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