Content & Resource Management

The Content & Resource Management submodule handles file operations, project notebook management, order tracking, and account resource monitoring within the DashClicks platform.

API Endpoints Overview

Method	Endpoint	Description
GET	/v1/accounts/files	Get account files
POST	/v1/accounts/files	Create account file
PUT	/v1/accounts/files	Update account file
DELETE	/v1/accounts/files	Delete account file
DELETE	/v1/accounts/multiple-files	Delete multiple account files
GET	/v1/accounts/notebooks	Get account notebooks
POST	/v1/accounts/notebooks	Create account notebook
PUT	/v1/accounts/notebooks	Update account notebook
DELETE	/v1/accounts/notebooks	Delete account notebook
GET	/v1/accounts/orders	Get account orders
GET	/v1/accounts/poc	Get point-of-contact info

MongoDB Collections Used

Content Collections

• projects-files - Account project files and documents
• projects-notebooks - Account project notebooks and content
• _store.orders - Store orders associated with accounts

Resource Collections

• _accounts - Account records with resource usage and settings
• crm.contacts - Contact information for point-of-contact services

Content Management Workflows

File Management Flow

graph TD
    A[File Upload Request] --> B[Validate File Parameters]
    B --> C[Store File Metadata]
    C --> D[Upload to Wasabi Storage]
    D --> E[Generate File Record]
    E --> F[Update Account Association]
    F --> G[Return File Information]

Notebook Management Flow

graph TD
    A[Notebook Creation] --> B[Validate Content Structure]
    B --> C[Create Notebook Record]
    C --> D[Process Attachments]
    D --> E[Link to Account/Project]
    E --> F[Save Content Data]
    F --> G[Return Notebook Details]

Order Tracking Flow

graph TD
    A[Order Query Request] --> B[Apply Filters & Search]
    B --> C[Retrieve Order Data]
    C --> D[Generate Onboarding Links]
    D --> E[Apply Admin Filters]
    E --> F[Format Order Response]
    F --> G[Return Paginated Results]

Service Methods & Functionality

File Management Services

getFiles() / createFiles() / updateFiles() / deleteFiles() / deleteMultipleFiles() - File operations

• getFiles(): Retrieves account files with search and pagination support

  • Supports search term filtering across file names and metadata
  • Provides pagination with configurable page size and navigation
  • Returns file metadata including storage keys, sizes, and types
  • Includes account association and permission validation

• createFiles(): Creates new file records with Wasabi cloud storage integration

  • Validates file parameters including size, type, and storage keys
  • Integrates with Wasabi cloud storage for secure file storage
  • Creates file metadata records with account and user associations
  • Returns created file information with storage confirmation

• updateFiles(): Updates existing file metadata and properties

  • Modifies file metadata including names, descriptions, and categories
  • Handles file property updates with validation and authorization
  • Maintains file version history and change tracking
  • Returns updated file information with modification confirmation

• deleteFiles(): Deletes individual files with permission validation

  • Validates user permissions for file deletion operations
  • Removes file records and associated metadata
  • Handles cloud storage cleanup and file removal
  • Returns deletion confirmation with operation status

• deleteMultipleFiles(): Bulk deletion of multiple files with batch processing

  • Processes multiple file deletions in a single operation
  • Validates permissions for each file in the deletion batch
  • Handles batch cloud storage cleanup and optimization
  • Returns batch deletion results with individual file statuses

Notebook Management Services

getNotebooks() / createNotebooks() / updateNotebooks() / deleteNotebooks() - Notebook operations

• getNotebooks(): Retrieves project notebooks with search and pagination

  • Supports search across notebook titles, descriptions, and content
  • Provides pagination for efficient notebook browsing
  • Returns notebook metadata including creation dates and authors
  • Includes attachment information and content previews

• createNotebooks(): Creates new notebooks with title, description, and content

  • Validates notebook structure and content formatting
  • Handles attachment processing and file associations
  • Creates notebook records with account and project linking
  • Returns created notebook information with content confirmation

• updateNotebooks(): Updates existing notebook content and metadata

  • Modifies notebook titles, descriptions, and content structure
  • Handles attachment updates and file relationship changes
  • Maintains notebook version history and revision tracking
  • Returns updated notebook information with change confirmation

• deleteNotebooks(): Deletes notebooks with proper cleanup

  • Removes notebook records and associated content data
  • Handles attachment cleanup and file dissociation
  • Validates deletion permissions and account ownership
  • Returns deletion confirmation with cleanup status

Order Management Services

getOrders() - Account order management

• Retrieves account orders with comprehensive filtering and pagination support
• Supports filtering by date range, onboarding status, product type, and setup status
• Includes order inactivity filtering for account management and follow-up
• Provides product-specific filtering for targeted order management
• Generates onboarding links for orders with form and recipient data
• Integrates with admin filters for enhanced order management capabilities
• Returns paginated order data with administrative filters and detailed metadata

Support Services

getPoc() - Point-of-contact information retrieval

• Retrieves point-of-contact information for account support and communication
• Provides contact details for account management and customer service
• Includes primary contact information and communication preferences
• Supports contact validation and information verification
• Returns comprehensive contact information for support operations

Technical Implementation Details

File Storage Integration

• Wasabi Cloud Storage: Secure cloud storage integration for file management
• Metadata Management: Comprehensive file metadata storage and retrieval
• Permission System: Role-based permission system for file access and operations
• Storage Optimization: Efficient storage management with cleanup and optimization

Content Processing

• Search Integration: Full-text search across file names, notebook content, and metadata
• Pagination Framework: Efficient pagination for large content datasets
• Version Control: Content version tracking and revision management
• Attachment Handling: Comprehensive attachment processing and file relationships

Order Integration

• Filter System: Advanced filtering system for order management and tracking
• Onboarding Integration: Automatic onboarding link generation for order fulfillment
• Admin Integration: Integration with administrative filters and management tools
• Status Tracking: Comprehensive order status tracking and management

Business Logic Implementation

File Management Workflow

1. Permission Validation: Validate user permissions for file operations
2. Parameter Validation: Validate file parameters and metadata
3. Storage Integration: Process file storage with cloud storage services
4. Metadata Creation: Create comprehensive file metadata records
5. Account Association: Link files with account and project associations
6. Status Management: Update file status and operation confirmation
7. Cleanup Processing: Handle file cleanup and storage optimization

Notebook Management Workflow

1. Content Validation: Validate notebook content structure and formatting
2. Attachment Processing: Process notebook attachments and file relationships
3. Account Linking: Link notebooks with account and project associations
4. Version Management: Handle notebook versioning and revision tracking
5. Search Indexing: Index notebook content for search and discovery
6. Permission Management: Apply permission controls for notebook access
7. Status Updates: Update notebook status and operation confirmation

Key Features

Comprehensive File Management

• Cloud Storage Integration: Secure file storage with Wasabi cloud integration
• Bulk Operations: Efficient bulk file operations with batch processing
• Search Capabilities: Full-text search across file names and metadata
• Permission System: Granular permission system for file access control

Advanced Notebook System

• Rich Content Support: Support for rich content notebooks with attachments
• Version Control: Comprehensive version tracking and revision management
• Search Integration: Full-text search across notebook titles and content
• Project Integration: Seamless integration with project management workflows

Order Management Integration

• Advanced Filtering: Comprehensive order filtering with multiple criteria
• Onboarding Automation: Automatic onboarding link generation for orders
• Status Tracking: Real-time order status tracking and management
• Admin Integration: Integration with administrative management tools

Resource Monitoring

• Usage Tracking: Comprehensive resource usage monitoring and reporting
• Storage Management: Efficient storage management with optimization features
• Performance Monitoring: Real-time performance monitoring and optimization
• Contact Management: Comprehensive point-of-contact information management