Tech4biz-channel/phases.md

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Project Phases & Roadmap

This document structures past achievements and maps future development phases for the Tech4Biz Channel Partner Portal.


Phase 1: Secure Asset Library & Onboarding Gateway (COMPLETED)

  • Secure Client-Side Previews: Built browser-native preview engines for Word, PDF, Excel, and CSV files, bypassing external online view dependencies.
  • Responsive Full-Bleed Thumbnails: Integrated ResizeObserver to dynamically scale dynamic first-page/sheet previews to the size of the catalog grid cards.
  • Onboarding Legal Skip: Created a fallback route allowing administrators to skip legal NDAs/MSAs for trusted partners.
  • MFA Security Gates: Added MFA configuration toggles to both backend user registration and frontend administration panels.
  • Disk/Storage Cleanup: Integrated automatic MinIO file deletion routines into the administrative delete-asset workflow.

Phase 2: Multi-Company & Multi-Branch Organization Segregation (UPCOMING)

  • Hierarchical Company Branches: Extend Organization model to support sub-branches or multi-company profiles under a single parent entity.
  • Rigorous Multi-Tenancy Scopes: Refine database query interceptors in backend service layers to verify that users can only search, discover, or download assets explicitly tagged/shared to their current branch or organization hierarchy.
  • Organization Admin Scopes: Introduce organization-specific admins who can invite members and review download requests within their own company boundaries without global system privileges.

Phase 3: Client-Side Recommendations Engine (UPCOMING)

  • Personalized Asset Suggestions: Implement an asset recommendation widget on the partner dashboard recommending resources based on:
    • User's partner group classification.
    • Popularity (highest download counts).
    • Recently uploaded assets within matching folder categories.
  • Activity-Based Feeds: Display a "Recommended for You" section utilizing tag matching algorithms on the client catalog homepage.