Search Use Cases (SRC)¶

Module Purpose: Enable document discovery through full-text, filtered, and semantic search. This module contains 6 use cases.

Use Case Quick Reference¶

ID	Title	Priority
SRC-001	Full-Text Search	P1
SRC-002	Filter by Tags	P1
SRC-003	Filter by Classification	P1
SRC-004	Filter by Date Range	P2
SRC-005	Semantic Search	P2
SRC-006	Export Search Results	P2

UC-SRC-001: Full-Text Search¶

Overview¶

Field	Value
ID	SRC-001
Title	Full-Text Search
Actor	User
Priority	P1 (MVP Phase 3)

Description¶

Search documents by keyword using full-text search index.

Features¶

Feature	Description
Keywords	Match exact words
Phrases	Match exact phrases with quotes
Wildcards	Prefix matching with *
Boolean	AND, OR, NOT operators

Steps¶

Parse search query
Query Meilisearch index
Apply relevance ranking
Return paginated results

Input¶

{
  "query": "invoice payment 2024",
  "page": 1,
  "limit": 20
}

Output¶

{
  "total": 156,
  "page": 1,
  "results": [
    {
      "id": "doc_abc",
      "title": "Invoice #12345",
      "snippet": "...payment of $5,000 due by January 2024...",
      "score": 0.95,
      "type": "invoice",
      "created_at": "2024-01-10"
    }
  ]
}

Acceptance Criteria¶

Keyword search returns relevant results
Phrase search supported
Results ranked by relevance
Response time <200ms

UC-SRC-002: Filter by Tags¶

Overview¶

Field	Value
ID	SRC-002
Title	Filter by Tags
Actor	User
Priority	P1 (MVP Phase 3)

Description¶

Filter search results by one or more tags.

Input¶

{
  "query": "payment",
  "filters": {
    "tags": ["org:Acme Corp", "category:finance"]
  }
}

Query Operators¶

Operator	Example	Meaning
AND	`tags:a AND tags:b`	Must have both
OR	`tags:a OR tags:b`	Must have either
NOT	`NOT tags:a`	Must not have

Acceptance Criteria¶

Single tag filter works
Multiple tags with AND/OR
Tag negation supported

UC-SRC-003: Filter by Classification¶

Overview¶

Field	Value
ID	SRC-003
Title	Filter by Classification
Actor	User
Priority	P1 (MVP Phase 3)

Description¶

Filter search results by document type and category.

Input¶

{
  "query": "*",
  "filters": {
    "type": "invoice",
    "category": "finance"
  }
}

Acceptance Criteria¶

Filter by document type
Filter by category
Combined filters work

UC-SRC-004: Filter by Date Range¶

Overview¶

Field	Value
ID	SRC-004
Title	Filter by Date Range
Actor	User
Priority	P2

Description¶

Filter search results by creation or upload date.

Input¶

{
  "query": "invoice",
  "filters": {
    "date_from": "2024-01-01",
    "date_to": "2024-03-31"
  }
}

Date Fields¶

Field	Description
created_at	Document creation date
uploaded_at	Upload timestamp
processed_at	Processing completion time

Acceptance Criteria¶

Date range filter works
Multiple date fields supported
Relative dates (last 7 days, etc.)

UC-SRC-005: Semantic Search¶

Overview¶

Field	Value
ID	SRC-005
Title	Semantic Search
Actor	User
Priority	P2 (MVP Phase 3)

Description¶

Search by meaning using vector similarity, not just keywords.

Steps¶

Embed search query using same model as documents
Query Qdrant for similar embeddings
Re-rank with recency and other factors
Return results with similarity scores

Input¶

{
  "query": "documents about contract renewal terms",
  "mode": "semantic",
  "limit": 10
}

Output¶

{
  "results": [
    {
      "id": "doc_xyz",
      "title": "Master Service Agreement",
      "similarity": 0.89,
      "snippet": "...automatic renewal unless terminated..."
    }
  ]
}

Acceptance Criteria¶

Semantic similarity search works
Results are conceptually relevant
Hybrid search (keyword + semantic) available

UC-SRC-006: Export Search Results¶

Overview¶

Field	Value
ID	SRC-006
Title	Export Search Results
Actor	User
Priority	P2

Description¶

Export search results to CSV or JSON for offline analysis.

Export Formats¶

Format	Contents
CSV	ID, Title, Type, Tags, Date
JSON	Full document metadata