Files, Folders & Documents — business view

Technical trace: Files, Folders, Documents (EntityFiles, CompanyDocuments)

1. Business Summary

Cross-entity attachments and brand/account-level reference documents (with read-only and read-write document subsets).

2. Business Value

Centralised document management.

3. Users / Stakeholders

All users.

4. Workflows

  • Upload via Home/Common controllers; metadata persisted.
  • Company documents grouped per company; restricted views available.

5. Sub-Features

  • ownCloud-backed cache.
  • Strict metadata validation.

6. Business Rules

  • Title, description, file name, system name, size, date are mandatory.
  • Access bound to entity security and folder structure.

7. Data Entities

Entity File, Company Documents (and read-only/read-write subsets), ownCloud cache.

8. Entry Points

  • Home/Company documents and entity-files screens.

9. Inputs & Outputs

  • Inputs: uploads, metadata.
  • Outputs: stored files, metadata records.

10. Integrations

  • ownCloud.

11. Calculations / Logic

  • N/A.

12. Status Lifecycle

  • N/A.

13. Permissions

  • Entity security; read-only vs. read-write split.

14. Reports & KPIs

  • Storage usage, downloads.

15. Risks & Observations

  • File-cache vs. filesystem drift; access enforcement relies on app code.

16. Source Code Evidence

  • app/Plugin/home/Model/{CompanyDocument, EntityFile}.php.

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