Resource Management

Manage your organization's resource library including documents, videos, and other media with access control and categorization.

Capabilities

Action	ROLE_CLIENT_ADMIN	ROLE_CLIENT_USER
View resources	✅	✅
Upload resources	✅	❌
Edit resources	✅	❌
Delete resources	✅	❌
Manage categories	✅	❌

Features

Resource Types

• Documents - PDF, Word, Excel, PowerPoint
• Videos - MP4, WebM (with streaming)
• Audio - MP3, WAV (podcasts)
• Images - PNG, JPG, SVG

Acceptance Criteria

Frontend

• Resource grid/list view with filtering
• Price setting for paid resources
• Resource preview
• Progress indicator for large files
• Category and tag management
• Bulk operations

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• File size limit: 500MB per resource
• Resources can be versioned (replace file)
• Deletion removes file from storage
• Stats tracked: views, downloads, unique users

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Access Levels

Level	Description
Public	Available to all visitors
Partially Gated	Preview available, full access requires membership
Fully Gated	Members only
Paid	Requires purchase

Acceptance Criteria

Frontend

• Access level configuration

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Upload Resource

1. Upload File

   Drag and drop or select file to upload (max 500MB)

2. Add Details
   • Resource name
   • Description/excerpt
   • Featured image
3. Categorize
   • Select categories
   • Add tags
4. Set Access
   • Choose access level
   • Set price (if paid)
5. Publish

   Save as draft or publish immediately

Acceptance Criteria

Frontend

• Drag-and-drop file upload

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• Supported formats validated on upload

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Implementation Contracts

Backend (API)

GET    /api/resources                        # List resources
POST   /api/resources                        # Upload resource
GET    /api/resources/{id}                   # Get resource details
PUT    /api/resources/{id}                   # Update resource
DELETE /api/resources/{id}                   # Delete resource

GET    /api/resources/categories             # List categories
POST   /api/resources/categories             # Create category

GET    /api/resources/{id}/download          # Download file
GET    /api/resources/{id}/stats             # View/download stats

Category Management

Resource categories are managed by the client/association and used for navigation and filtering in the member Resource Library.

Common workflows:

• Create category (name, description, optional icon)
• Edit category
• Reorder categories
• Archive category (hide from member UI but keep historical associations)

Acceptance Criteria

Frontend

• Category CRUD UI exists in the Resource Management area.
• Categories can be reordered.

Backend / API

• Categories are persisted and can be assigned to resources.

Permissions

• Only ROLE_CLIENT_ADMIN can manage categories.

Business Rules

• Category names are unique per client.
• Archiving a category does not delete resources.

Error Handling

• Validation errors are shown inline when creating/updating categories.

Search

Resource search should support:

• Keyword search across title and description (and optionally file text for PDFs if indexed)
• Filtering by category, type, access level, and publish date

Acceptance Criteria

Frontend

• Search input and filter controls exist on resource listing screens.

Backend / API

• Search endpoint supports keyword + filters.

Permissions

• Results are filtered by access control (public/member/premium/paid).

Business Rules

• Search respects draft/published visibility.

Error Handling

• If search indexing is unavailable, the UI shows a clear fallback/error.

AI-Powered Resource Features

Phase 2: Resource Chat Interface

A conversational AI interface that allows members to find correct information from the resource library through natural language queries.

1. Ask Questions

   Members type questions in natural language (e.g., "What are the CPD requirements for renewal?")

2. AI Search & Analysis

   System searches across all accessible resources and analyzes content to find relevant answers

3. Contextual Response

   AI provides a synthesized answer with citations to specific resources and page numbers

4. Follow-up Questions

   Members can ask follow-up questions to drill deeper into topics

Chat Interface Features

• Natural Language Queries: Ask questions in plain English
• Source Citations: Every answer references the source documents
• Direct Links: Click to open the exact resource/page referenced
• Conversation History: Previous questions and answers preserved in session
• Suggested Questions: AI suggests related questions based on context

Acceptance Criteria (Phase 2)

Frontend

• Chat interface panel accessible from resource library
• Message input with send button
• Response display with source citations
• Clickable links to referenced resources
• Conversation history within session
• Loading indicator during AI processing

Backend / API

• Resource content indexing for AI search
• Natural language query processing
• Source citation extraction and linking
• Conversation context management

Permissions

• Chat interface respects resource access levels
• Members only receive answers from resources they can access

Business Rules

• Responses cite specific resources and page numbers where applicable
• System indicates confidence level in answers
• Fallback to search results if AI cannot provide a direct answer

Error Handling

• If AI service unavailable, redirect to standard search
• Clear messaging when no relevant resources found

Phase 3: NotebookLM Functionality

Advanced AI-powered content transformation that converts resources into alternative formats for enhanced learning and engagement.

AI Podcast Generation

Convert documents and resources into podcast-style audio content:

• Two-Voice Discussions: AI-generated conversational format with two speakers
• Topic Deep Dives: Extended analysis of key concepts
• Summary Episodes: Quick overview episodes for busy members
• Custom Topics: Generate podcasts from selected resources

Infographic Generation

Transform text-heavy resources into visual formats:

• Key Takeaways: Visual summary of main points
• Process Diagrams: Step-by-step visual guides
• Statistics Visualization: Charts and graphs from data in documents
• Comparison Charts: Side-by-side visual comparisons

Acceptance Criteria (Phase 3)

Frontend

• "Generate Podcast" button on eligible resources
• "Create Infographic" option for document resources
• Audio player for generated podcasts
• Infographic viewer with download options
• Generation progress indicator
• Gallery view of generated content

Backend / API

• Text-to-speech AI service integration
• Podcast script generation from document content
• Infographic layout and design generation
• Generated content storage and delivery

Permissions

• Only ROLE_CLIENT_ADMIN can trigger content generation
• Generated content inherits access level from source resource

Business Rules

• Generation limited to documents under 50 pages (configurable)
• Generated content linked to source resource
• Admin can edit/regenerate content before publishing
• Track engagement metrics for generated content

Error Handling

• Long documents show estimated processing time
• Failed generation attempts allow retry
• Fallback messaging if AI services unavailable

Implementation Contracts (AI Resources)

# Phase 2 - Chat Interface
POST   /api/resources/chat                   # Send chat query
GET    /api/resources/chat/history           # Get conversation history
POST   /api/resources/chat/feedback          # Submit answer feedback

# Phase 3 - NotebookLM Features
POST   /api/resources/{id}/generate-podcast  # Generate podcast from resource
GET    /api/resources/{id}/podcast           # Get generated podcast
POST   /api/resources/{id}/generate-infographic  # Generate infographic
GET    /api/resources/{id}/infographic       # Get generated infographic
GET    /api/resources/{id}/generated-content # List all generated content

Chat Request:

{
  "query": "What are the CPD requirements for membership renewal?",
  "conversationId": "optional-session-id",
  "resourceScope": ["category-id"]  // Optional: limit search scope
}

Chat Response:

{
  "answer": "According to the membership guidelines...",
  "sources": [
    {
      "resourceId": "resource-uuid",
      "resourceName": "Membership Handbook 2025",
      "pageNumber": 12,
      "excerpt": "Members must complete 20 CPD points..."
    }
  ],
  "suggestedQuestions": [
    "How do I log CPD points?",
    "What activities count toward CPD?"
  ],
  "confidence": 0.92
}