Skip to main content

Google Docs Integration - Task Checklist

Project: CODITECT Google Docs Integration Version: 1.0.0 Status: Planning Last Updated: December 17, 2025


Success Criteria

  • Document CRUD operations functional
  • Template system working with placeholders
  • Export to PDF, DOCX, Markdown working
  • Comment/suggestion management functional
  • Meeting notes automation working
  • 90%+ unit test coverage

Phase 0: Google Cloud Setup (Prerequisites)

0.1 Enable Google Docs API

  • Go to Google Cloud Console
    • Navigate to: APIs & Services → Library
    • Search "Google Docs API"
    • Click Enable
  • Verify API quotas
    • Read requests: 300/min/user
    • Write requests: 60/min/user

0.2 OAuth Scopes Configuration

  • Add required scopes to OAuth consent screen
    • https://www.googleapis.com/auth/documents
    • https://www.googleapis.com/auth/documents.readonly
    • https://www.googleapis.com/auth/drive.file

0.3 Environment Variables

  • Create .env file
  • Add to .gitignore
  • Create .env.example

Phase 1: Foundation

1.1 Project Setup

  • Create project structure
    • src/coditect_docs/ directory
    • tests/ directory
    • config/ directory
  • Set up pyproject.toml
  • Configure pytest and coverage
  • Set up pre-commit hooks

1.2 Docs Client Implementation

  • Implement AsyncDocsClient
    • Create document
    • Get document
    • Batch update
    • Text operations
    • Formatting operations
    • Table operations
    • Named range operations
  • Implement retry logic
  • Add rate limiting
  • Add logging and metrics

1.3 Database Models

  • Create SQLAlchemy models
    • DocTemplate model
    • LinkedDocument model
    • DocumentExport model
  • Create database migrations
  • Set up indexes

Phase 2: Document Management

2.1 Document Manager Implementation

  • Implement DocumentManager
    • Create document
    • Create from template
    • Get document content
    • Append content
    • Export document
    • Export to Markdown

2.2 Template Manager Implementation

  • Implement TemplateManager
    • Create template
    • Get template
    • List templates
    • Update placeholders
    • Delete template
  • Placeholder extraction
  • Template categories

2.3 API Endpoints

  • Document endpoints
    • POST /api/v1/docs
    • GET /api/v1/docs/{doc_id}
    • PATCH /api/v1/docs/{doc_id}
    • DELETE /api/v1/docs/{doc_id}
    • POST /api/v1/docs/{doc_id}/export
  • Template endpoints
    • GET /api/v1/docs/templates
    • POST /api/v1/docs/templates
    • POST /api/v1/docs/templates/{id}/apply
    • DELETE /api/v1/docs/templates/{id}

Phase 3: Collaboration Features

3.1 Comment Service Implementation

  • Implement CommentService
    • List comments
    • Add comment
    • Reply to comment
    • Resolve comment
    • Delete comment

3.2 Suggestion Service Implementation

  • Implement SuggestionService
    • List suggestions
    • Accept suggestion
    • Reject suggestion

3.3 Collaboration Endpoints

  • Comment endpoints
    • GET /api/v1/docs/{doc_id}/comments
    • POST /api/v1/docs/{doc_id}/comments
    • POST /api/v1/docs/{doc_id}/comments/{id}/reply
    • POST /api/v1/docs/{doc_id}/comments/{id}/resolve
  • Suggestion endpoints
    • GET /api/v1/docs/{doc_id}/suggestions
    • POST /api/v1/docs/{doc_id}/suggestions/{id}/accept
    • POST /api/v1/docs/{doc_id}/suggestions/{id}/reject

Phase 4: Export & Conversion

4.1 Export Service Implementation

  • Implement ExportService
    • Export to PDF
    • Export to DOCX
    • Export to TXT
    • Export to HTML
    • Convert to Markdown

4.2 Markdown Converter

  • Implement Markdown conversion
    • Headings
    • Bold/italic
    • Links
    • Lists
    • Tables
    • Code blocks

Phase 5: Meeting Notes Automation

5.1 Event Listeners

  • Implement event handlers
    • meeting.transcribed listener
    • transcript.updated listener
    • meeting.recording_ready listener

5.2 AI Integration

  • Integrate with AI service
    • Summary generation
    • Action item extraction
    • Decision identification
    • Key points extraction

5.3 Automation Workflow

  • Implement notes generation workflow
    • AI processing
    • Template application
    • Placeholder replacement
    • Attendee sharing
    • Meeting linking

Phase 6: Testing

6.1 Unit Tests

6.1.1 Client Tests

  • test_docs_client.py
    • Test create document
    • Test get document
    • Test batch update
    • Test insert text
    • Test delete content
    • Test replace all text
    • Test update text style
    • Test update paragraph style
    • Test insert table
    • Test create named range
    • Test export
    • Test copy
    • Test error handling
    • Test retry logic

6.1.2 Manager Tests

  • test_document_manager.py
    • Test create document
    • Test create from template
    • Test get content
    • Test append content
    • Test export PDF
    • Test export DOCX
    • Test export to markdown
    • Test text extraction
    • Test markdown conversion
  • test_template_manager.py
    • Test create template
    • Test get template
    • Test list templates
    • Test list by category
    • Test update placeholders
    • Test delete template
    • Test placeholder extraction

6.1.3 Service Tests

  • test_comment_service.py
    • Test list comments
    • Test add comment
    • Test reply to comment
    • Test resolve comment
    • Test delete comment
  • test_suggestion_service.py
    • Test list suggestions
    • Test accept suggestion
    • Test reject suggestion
  • test_export_service.py
    • Test export PDF
    • Test export DOCX
    • Test export TXT
    • Test export HTML
    • Test markdown conversion

6.2 Integration Tests

  • test_docs_api_integration.py
    • Test real document creation
    • Test real batch update
    • Test real export
    • Test real copy
    • Test real template workflow
  • test_database_integration.py
    • Test template persistence
    • Test linked document persistence
    • Test export record persistence
  • test_comment_integration.py
    • Test real comment creation
    • Test real reply
    • Test real resolution

6.3 End-to-End Tests

  • test_document_workflow_e2e.py
    • Create new document
    • Add content via API
    • Verify in Google Docs
    • Export to PDF
    • Verify PDF content
  • test_template_workflow_e2e.py
    • Create template document
    • Register as template
    • Create from template
    • Verify placeholder replacement
    • Share with users
  • test_meeting_notes_e2e.py
    • Simulate meeting end
    • Trigger transcript event
    • AI processing completes
    • Document created from template
    • Shared with attendees
    • Linked to meeting record
  • test_collaboration_e2e.py
    • Create document
    • Share with collaborator
    • Add comment via API
    • Reply to comment
    • Resolve comment
  • test_export_flow_e2e.py
    • Create document with content
    • Export to PDF
    • Export to DOCX
    • Export to Markdown
    • Verify all formats

Phase 7: Documentation

7.1 Technical Documentation

  • Complete SDD
  • Complete TDD
  • Complete ADRs
  • API reference (OpenAPI)
  • Integration guide

7.2 User Documentation

  • Getting started guide
  • Template creation guide
  • Export guide
  • Troubleshooting guide

Phase 8: Deployment

8.1 Environment Configuration

  • Production OAuth credentials
  • Secrets in Secret Manager

8.2 Monitoring

  • API request metrics
  • Document creation latency
  • Export latency
  • Error rates

8.3 Go-Live Checklist

  • All tests passing
  • OAuth flow verified
  • Template system tested
  • Export functionality verified
  • Rate limits configured
  • Rollback plan ready

Summary

CategoryTotal TasksCompleted
Phase 0: Setup100
Phase 1: Foundation160
Phase 2: Document Management180
Phase 3: Collaboration160
Phase 4: Export120
Phase 5: Automation120
Phase 6: Testing600
Phase 7: Documentation93
Phase 8: Deployment100
Total1633

Document Control:

  • Created: December 17, 2025
  • Owner: CODITECT Engineering Team