integration-zoom-tasklist-with-checkboxes

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title: Zoom Integration - Task Checklist type: reference component_type: reference version: 1.0.0 created: '2025-12-27' updated: '2025-12-27' status: active tags:

• ai-ml
• authentication
• deployment
• security
• testing
• api
• architecture
• automation summary: 'Zoom Integration - Task Checklist Project: CODITECT Zoom Integration Version: 2.0.0 Status: Planning Last Updated: December 17, 2025 Total Remaining --------------------- 28 28 Phase 1: Foundation 0 37 37 Phase 3: AI Pipeline 0 25 22 Phase 5:...' moe_confidence: 0.950 moe_classified: 2025-12-31

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Zoom Integration - Task Checklist

Project: CODITECT Zoom Integration Version: 2.0.0 Status: Planning Last Updated: December 17, 2025

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Quick Stats

Category	Total	Completed	Remaining
Phase 0: Marketplace Setup	28	0	28
Phase 1: Foundation	39	0	39
Phase 2: API Integration	37	0	37
Phase 3: AI Pipeline	22	0	22
Phase 4: Testing & Docs	25	3	22
Phase 5: Scheduling	48	0	48
Success Criteria	5	0	5
Acceptance: MVP	6	0	6
Acceptance: Full	6	0	6
Acceptance: Scheduling	6	0	6
TOTAL	222	3	219

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Success Criteria

• All free-tier APIs integrated and tested
• 80%+ unit test coverage
• Documentation complete (SDD, TDD, ADRs)
• Component activation workflow functional
• AI pipeline integration working

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Phase 0: Zoom Marketplace App Setup (Prerequisites)

0.1 Zoom Developer Account Configuration

• Create Zoom Developer Account
  • Go to: https://marketplace.zoom.us/
  • Sign in with Zoom account
  • Accept developer terms of service
• Create Zoom Marketplace App
  • Go to: Build App → Create
  • App Type: Server-to-Server OAuth (for backend) or OAuth (for user auth)
  • App Name: "CODITECT Zoom Integration"
  • App Description: Meeting scheduling and transcript retrieval

0.2 API Endpoints Verified

• Zoom REST API v2 accessible: https://api.zoom.us/v2
• OAuth Token endpoint accessible: https://zoom.us/oauth/token
• OAuth Authorize endpoint accessible: https://zoom.us/oauth/authorize

0.3 OAuth 2.0 App Configuration

• Configure User OAuth App (for user-level access)
  • Go to: App Credentials
  • Copy Client ID and Client Secret
  • Add localhost Redirect URL: http://localhost:8080/oauth/zoom/callback
  • Add production Redirect URL: https://your-domain.com/oauth/zoom/callback
  • Add Allow List URLs (development domains)
• Configure Scopes
  • Go to: Scopes → Add Scopes
  • Add User scopes: user:read:admin, user:read
  • Add Meeting scopes: meeting:read:admin, meeting:write:admin, meeting:read, meeting:write
  • Add Recording scopes: recording:read:admin, recording:read, cloud_recording:read:admin
  • Add Webinar scopes (optional): webinar:read:admin, webinar:write:admin

0.4 Server-to-Server OAuth Setup (Recommended for Backend)

• Create Server-to-Server OAuth App
  • Go to: Build App → Server-to-Server OAuth
  • App Name: "CODITECT Zoom Backend"
  • Copy Account ID, Client ID, Client Secret
• Configure Scopes
  • Add same scopes as User OAuth
• Activate App
  • Complete all required fields
  • Click "Activate" to enable API access

0.5 Webhook Configuration

• Configure Event Subscriptions
  • Go to: Feature → Event Subscriptions
  • Add Event Subscription: "CODITECT Events"
  • Event Notification Endpoint URL configured
  • Subscribe to meeting.started event
  • Subscribe to meeting.ended event
  • Subscribe to meeting.participant_joined event
  • Subscribe to meeting.participant_left event
  • Subscribe to recording.completed event
  • Subscribe to recording.transcript_completed event
• Webhook Verification
  • Copy Secret Token for signature verification
  • Implement URL Validation (challenge response)

0.6 Environment Variables

• Create .env file with credentials
  • ZOOM_CLIENT_ID configured
  • ZOOM_CLIENT_SECRET configured
  • ZOOM_REDIRECT_URI configured
  • ZOOM_ACCOUNT_ID configured (S2S OAuth)
  • ZOOM_S2S_CLIENT_ID configured
  • ZOOM_S2S_CLIENT_SECRET configured
  • ZOOM_WEBHOOK_SECRET_TOKEN configured
  • TOKEN_ENCRYPTION_KEY configured
• Add .env to .gitignore
• Create .env.example with placeholder values

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Phase 1: Foundation

1.1 Project Setup

• Create project structure
  • src/ directory with __init__.py
  • tests/ directory with __init__.py
  • config/ directory with default.yaml
  • docs/ directory (already created)
• Set up pyproject.toml with dependencies
• Configure pytest and coverage
• Set up pre-commit hooks
• Create .gitignore for secrets

1.2 Provider Interface

• Define MeetingProviderInterface abstract base class
  • authenticate() method
  • create_meeting() method
  • get_meeting() method
  • list_meetings() method
  • get_transcript() method
  • get_recording() method
  • get_participants() method
• Create data models
  • Meeting dataclass
  • Transcript dataclass
  • TranscriptEntry dataclass
  • Recording dataclass
  • Participant dataclass
• Define exception hierarchy
  • MeetingIntegrationError base
  • AuthenticationError
  • RateLimitError
  • ProviderError

1.3 OAuth Implementation

• Implement ZoomUserOAuth
  • Authorization URL generation
  • Code exchange for tokens
  • Token refresh logic
  • Token revocation
• Implement ZoomS2SOAuth
  • Account credentials grant
  • Automatic token refresh
  • Error handling
• Create token storage abstraction
  • Secure storage interface
  • File-based implementation
  • Encryption at rest (AES-256)
• Write unit tests for OAuth
  • Test token exchange
  • Test token refresh
  • Test error handling

1.4 Rate Limiting

• Implement TokenBucket class
  • Async support
  • Configurable rate and burst
  • Token refill logic
• Implement ZoomRateLimiter
  • Per-endpoint rate limits
  • General rate limit tracking
  • Warning on approaching limits
• Create retry decorator with backoff
  • Exponential backoff
  • Jitter
  • Configurable max retries
• Write unit tests
  • Test rate limiting behavior
  • Test retry logic

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Phase 2: API Integration

2.1 Base API Client

• Implement ZoomAPIClient
  • Authenticated requests
  • Response handling
  • Error mapping
  • Rate limit header parsing
• Add request/response logging
• Write unit tests

2.2 Meeting API Integration

• Implement ZoomMeetingAPI
  • create_meeting() with settings
  • get_meeting() by ID
  • update_meeting() for modifications
  • delete_meeting() for cancellation
  • list_meetings() with pagination
• Implement get_past_meeting()
  • Handle UUID encoding
  • Parse meeting details
• Implement get_meeting_participants()
  • Pagination handling
  • Participant data mapping
• Write unit tests
  • Mock API responses
  • Test error handling
  • Test pagination

2.3 Recording API Integration

• Implement ZoomRecordingAPI
  • get_meeting_recordings()
  • list_user_recordings() with filters
  • delete_meeting_recordings()
• Implement recording download
  • Authenticated download URL
  • Progress callback
  • Error handling
• Implement transcript download
  • VTT content retrieval
  • Parse transcript content
• Write unit tests

2.4 Zoom Provider

• Implement ZoomProvider
  • Implement all interface methods
  • Coordinate auth, API, rate limiting
  • Handle authentication modes
• Create configuration loader
  • YAML configuration parsing
  • Environment variable support
  • Validation
• Write integration tests
  • Test full workflow
  • Test error scenarios

2.5 Webhook Handler (Optional)

• Implement ZoomWebhookHandler
  • Signature verification
  • URL validation challenge
  • Event routing
• Create event handlers
  • Meeting ended handler
  • Recording completed handler
• Write unit tests

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Phase 3: AI Pipeline Integration

3.1 Transcript Processing

• Implement ZoomVTTParser
  • Parse VTT format
  • Extract speaker names
  • Extract timestamps
  • Build formatted content
• Implement ZoomTranscriptProcessor
  • Format transcript for AI
  • Speaker diarization formatting
  • Analysis prompt templates
• Write unit tests

3.2 AI Pipeline Connector

• Connect to CODITECT AI service
  • Use existing AI pipeline
  • Handle response parsing
• Implement analysis types
  • Meeting summary
  • Action items extraction
  • Key decisions
  • Follow-up items
• Write integration tests

3.3 Context Database Integration

• Implement MeetingContextStore
  • Store meeting metadata
  • Store transcript text
  • Store AI-generated insights
• Create search capabilities
  • Full-text search on transcripts
  • Filter by date range
  • Filter by participants
• Write integration tests

3.4 Component Activation

• Create component activation entry
  • Add to component-activation-status.json
  • Define dependencies
  • Set default to disabled
• Create activation script
  • Validate dependencies
  • Run configuration
  • Test connectivity

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Phase 4: Testing & Documentation

4.1 Comprehensive Testing

• Unit tests (80%+ coverage)
  • OAuth tests
  • Rate limiter tests
  • Meeting API tests
  • Recording API tests
  • VTT parser tests
  • Provider tests
• Integration tests
  • End-to-end meeting creation
  • Transcript retrieval flow
  • Error handling scenarios
• Performance tests
  • Rate limiting effectiveness
  • Response times

4.2 Documentation

• Complete SDD (done)
• Complete TDD (done)
• Complete ADRs (done)
• Create user guide
  • Setup instructions
  • Configuration reference
  • Troubleshooting guide
• Create API reference
  • Python API documentation
  • Code examples
• Update README.md
  • Quick start
  • Feature list
  • Requirements

4.3 Final Review

• Code review
• Documentation review
• Security review
• Performance review
• Final testing

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Phase 5: Scheduling Components (integration-core)

5.1 Unified Scheduling Orchestrator

• Integrate with coditect-integrations package
  • Install integration-core as dependency: pip install coditect-integrations[zoom]
  • Import orchestrator: from coditect_integrations import MeetingSchedulerOrchestrator
  • Import models: from coditect_integrations.models import ScheduledMeeting, Attendee, RecurrenceRule
  • Configure MeetingSchedulerOrchestrator with ZoomProvider
• Implement ZoomProvider(MeetingProviderInterface)
  • Implement provider_name property → "zoom"
  • Implement authenticate() → OAuth/S2S token loading
  • Implement create_meeting() → Zoom REST API POST /users/{userId}/meetings
  • Implement get_meeting() → Zoom REST API GET /meetings/{meetingId}
  • Implement get_transcript() → VTT download and parsing via ZoomVTTParser
  • Implement get_recording() → Cloud Recording API download
  • Implement get_participants() → Past meeting participants API
• Register provider with orchestrator
  • orchestrator.register_provider("zoom", ZoomProvider())
  • Return unified ScheduledMeeting dataclass

5.2 Calendar Synchronization

• Implement external calendar integration (Zoom has no native calendar)
  • Import: from coditect_integrations.calendar import CalendarSyncManager, CalendarClient
  • Create Zoom meeting + calendar event atomically
  • Store CalendarEvent.id in ScheduledMeeting.external_calendar_id
  • Sync meeting changes to calendar via CalendarSyncManager.create_calendar_event()
• Implement GoogleCalendarClient(CalendarClient) and/or OutlookCalendarClient
  • Implement create_event() with Zoom join URL in event body
  • Implement update_event() when Zoom meeting changes
  • Implement delete_event() when Zoom meeting cancelled
• Configure CalendarSyncManager
  • One-way sync: Zoom → External Calendar (Zoom is source of truth)
  • Store sync state per meeting in CODITECT database

5.3 Recurring Meetings

• Integrate RecurrenceEngine from integration-core
  • Import: from coditect_integrations.scheduling import RecurrenceEngine
  • Import models: from coditect_integrations.models import RecurrenceRule, Frequency, Weekday
• Implement Zoom-specific recurrence conversion
  • Use RecurrenceEngine.to_provider_format(rule, "zoom") for Zoom JSON
  • Map Frequency.DAILY → Zoom type: 1
  • Map Frequency.WEEKLY → Zoom type: 2 with weekly_days bitmask
  • Map Frequency.MONTHLY → Zoom type: 3 with monthly_day
  • Handle RecurrenceRule.interval → Zoom repeat_interval
  • Handle RecurrenceRule.count → Zoom end_times
  • Handle RecurrenceRule.until → Zoom end_date_time
• Test recurrence patterns via RecurrenceEngine.generate_instances()
  • Frequency.DAILY with interval=2 (every other day)
  • Frequency.WEEKLY with by_day=[Weekday.MO, Weekday.WE]
  • Frequency.MONTHLY with by_month_day=[1] (first of month)

5.4 Attendee Management

• Integrate AttendeeManager from integration-core
  • Import: from coditect_integrations.attendee import AttendeeManager
  • Import models: from coditect_integrations.models import Attendee, ResponseStatus, AttendeeResponse
• Implement ZoomNotificationService(NotificationService)
  • Zoom API doesn't send invitations → use external email service
  • Implement send_invitation() → Email with Zoom join URL + calendar event
  • Implement send_update() → Email notification of meeting changes
  • Implement send_cancellation() → Email with cancellation notice
• Implement RSVP tracking in CODITECT database (Zoom has no native RSVP)
  • Store AttendeeResponse per meeting in database
  • Track ResponseStatus.ACCEPTED/DECLINED/TENTATIVE/PENDING
  • Query via get_attendee_responses(meeting_id)
• Handle Zoom Registrants (if registration enabled on meeting)
  • Use Zoom API: POST /meetings/{meetingId}/registrants
  • Sync registrant status → AttendeeResponse

5.5 Availability Checking

• Integrate AvailabilityService from integration-core
  • Import: from coditect_integrations.availability import AvailabilityService
  • Import models: from coditect_integrations.models import TimeRange, BusyPeriod, AvailableSlot, WorkingHours
• Implement calendar clients for free/busy queries
  • GoogleCalendarFreeBusyClient → Calendar API freebusy.query()
  • OutlookFreeBusyClient → Graph API (optional)
• Configure AvailabilityService for cross-provider availability
  • Auto-route attendees by email domain
  • Use get_free_busy() → Dict[email, List[BusyPeriod]]
  • Use _merge_busy_periods() to consolidate across all attendees
• Find available slots
  • find_available_slots(attendees, TimeRange, duration_minutes, WorkingHours)
  • suggest_meeting_times() with preference scoring

5.6 Reminder System

• Integrate ReminderService from integration-core
  • Import: from coditect_integrations.reminders import ReminderService
  • Import models: from coditect_integrations.models import Reminder, ScheduledReminder, ReminderMethod
• Implement notification channels for Zoom
  • EmailNotificationChannel → Include Zoom join_url in body
  • PushNotificationChannel → Deep link to Zoom app (optional)
  • WebhookNotificationChannel → POST to customer webhook (optional)
• Implement ReminderStorage for persistence
  • Store ScheduledReminder with meeting.join_url reference
  • Query get_due_reminders(before=datetime.utcnow())
• Configure ReminderService
  • ReminderService(email_service=EmailChannel(), storage=ReminderStorage())
  • Schedule: schedule_reminder(meeting_id, Reminder(minutes_before=10, method=EMAIL))
  • Process: process_due_reminders() via background worker
  • Cancel: cancel_all_reminders(meeting_id) when meeting deleted

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Acceptance Criteria

MVP (Minimum Viable Product)

• Can authenticate with Zoom OAuth
• Can create meeting via REST API
• Can retrieve meeting recordings
• Can retrieve meeting transcript (VTT)
• Component activation works
• Documentation complete

Full Release

• All MVP criteria met
• Webhook handlers working
• AI pipeline integration
• Context database storage
• Performance targets met
• Security review passed

Scheduling Components (Phase 5)

• Unified scheduling orchestrator integrated
• External calendar sync working
• Recurring meetings supported
• Attendee invitations/RSVPs working
• Availability checking functional
• Reminder system operational

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Progress Log

Date	Phase	Tasks Completed	Notes
2025-12-17	Setup	3	SDD, TDD, ADRs created

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Document Control:

• Created: December 17, 2025
• Owner: CODITECT Engineering Team
• Review Cycle: Weekly during development