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CODITECT Document Management - Week 1 Quickstart Guide

Date: December 27, 2025 Target Audience: Engineering team, product managers, stakeholders Purpose: Get started with implementation on Day 1 (January 6, 2026)

Table of Contents​

  1. Pre-Flight Checklist
  2. Day 1: Environment Setup & Kickoff
  3. Day 2-3: Phase 1 Execution (MoE Design)
  4. Day 3-5: Phase 2 Execution (Product Architecture)
  5. Week 1 Success Criteria
  6. Troubleshooting

Pre-Flight Checklist​

Complete BEFORE January 6, 2026:

Administrative​

  • Stakeholder approval obtained - Executive team signed off on $156K investment
  • Budget allocated - $156K engineering + infrastructure approved
  • Timeline confirmed - 8 weeks (Jan 6 - Mar 3, 2026) accepted
  • Success metrics agreed - 99.9%+ accuracy, $594K Year 1 revenue

Team & Resources​

  • 2 Full-Stack Engineers committed - Python + React, 8 weeks full-time
  • 1 AI/ML Specialist committed - Embeddings, semantic search, 6 weeks
  • 1 DevOps Engineer committed - GCP/K8s, 4 weeks part-time
  • Calendar invites sent - Daily stand-ups (9am), weekly reviews (Fridays 2pm)

Infrastructure​

  • GCP project created - coditect-document-management-dev
  • PostgreSQL instance provisioned - Cloud SQL, db-f1-micro (dev), pgvector extension
  • Redis instance provisioned - Memorystore, M1 (1GB)
  • GitHub repository access - All engineers have write access
  • Development environments - Python 3.10+, Node 18+, Docker installed

Documentation Access​

  • Read orchestration plan - /docs/workflows/CODITECT-DOCUMENT-MANAGEMENT-ORCHESTRATION-PLAN.md
  • Read executive summary - /docs/business/DOCUMENT-MANAGEMENT-EXECUTIVE-SUMMARY.md
  • Read agent coordination - /docs/architecture/diagrams/CODITECT-DOCUMENT-MANAGEMENT-AGENT-COORDINATION.md

Day 1: Environment Setup & Kickoff​

Date: Monday, January 6, 2026 Duration: 8 hours Team: All engineers + product manager

Morning (9:00 AM - 12:00 PM)​

1. Team Kickoff Meeting (9:00 - 10:00 AM)​

Agenda:

  • Introductions (if new team members)
  • Review orchestration plan (high-level walkthrough)
  • Clarify roles and responsibilities
  • Establish communication protocols (Slack channel, stand-ups, escalation)
  • Set Week 1 goals (Phase 1 + Phase 2 kickoff)

Action Items:

  • Create Slack channel: #coditect-document-mgmt-dev
  • Setup daily stand-up: 9:00 AM daily (15 min)
  • Setup weekly review: Fridays 2:00 PM (1 hour)
  • Assign orchestrator role: Product Manager or Tech Lead

2. Environment Setup (10:00 AM - 12:00 PM)​

For Each Engineer:

# 1. Clone repository
cd /Users/halcasteel/PROJECTS/coditect-rollout-master
git pull origin main
cd submodules/ops/coditect-document-management
git checkout main && git pull

# 2. Create Python virtual environment
python3 -m venv .venv
source .venv/bin/activate  # macOS/Linux
# .venv Scripts activate # Windows

# 3. Install dependencies
pip install -r requirements.txt -r requirements-dev.txt
npm run install:all

# 4. Setup environment variables
cp .env.example .env
# Edit .env with actual credentials:
# - DATABASE_URL (Cloud SQL connection string)
# - REDIS_URL (Memorystore connection string)
# - GCP_PROJECT_ID
# - OpenAI API key (for embeddings)

# 5. Verify setup
python --version  # Should be 3.10+
node --version    # Should be 18+
docker --version  # Should be 20+

# 6. Run tests (should all pass)
npm run backend:test
npm run test:frontend

Deliverables:

  • All engineers have working development environments
  • All tests passing locally
  • Database connections verified

Afternoon (1:00 PM - 5:00 PM)​

3. Phase 1 Planning Session (1:00 - 2:30 PM)​

Attendees: Orchestrator, Senior Architect, AI Specialist

Agenda:

  • Review ADR-019 requirements (MoE Classification System)
  • Assign deliverables:
    • Senior Architect: ADR-019 draft (16 hours)
    • AI Specialist: Consensus algorithm + agent protocols (22 hours)
    • Orchestrator: C4 diagrams (8 hours)
  • Establish review schedule (Day 3-4)
  • Clarify dependencies (algorithm → ADR integration)

Action Items:

  • Create work items in GitHub Projects:
    • P1-001: Draft ADR-019 MoE Classification System
    • P1-002: Design consensus algorithm with mathematical proof
    • P1-003: Define agent interaction protocols
    • P1-004: Create C4 architecture diagrams
  • Set interim checkpoints (Day 2 PM, Day 3 AM, Day 4 PM)

4. Phase 2 Planning Session (2:30 - 4:00 PM)​

Attendees: Orchestrator, Senior Architect, Business Intelligence Analyst, Product Strategist

Agenda:

  • Review product strategy requirements
  • Assign deliverables:
    • Senior Architect: CODITECT-CORE integration + Enterprise DMS spec (30 hours)
    • Business Intelligence Analyst: Pricing/bundling strategy (22 hours)
    • Product Strategist: Migration path + roadmap (18 hours)
  • Establish review schedule (Day 5-6)
  • Clarify parallelization with Phase 1 (non-blocking)

Action Items:

  • Create work items in GitHub Projects:
    • P2-001: Design CODITECT-CORE frontmatter integration
    • P2-002: Create Enterprise DMS product specification
    • P2-003: Define bundling/licensing strategy
    • P2-004: Design migration path (Core → Enterprise)
    • P2-005: Create 12-month product roadmap

5. First Agent Invocations (4:00 - 5:00 PM)​

Execute first tasks immediately:

# Activate CODITECT framework
cd /Users/halcasteel/PROJECTS/coditect-rollout-master/submodules/core/coditect-core
source .venv/bin/activate

# Invoke Senior Architect for ADR-019
/agent senior-architect "Create ADR-019: MoE Document Classification System. Design 5 specialist analyst agents (structural, content, metadata, semantic, pattern) + 3 judge agents (consistency, quality, domain) + orchestrator. Include consensus algorithm specification, confidence scoring methodology (high ≥95%, medium 85-95%, low <85%), and escalation workflows. Target: 99.9%+ accuracy with zero manual review."

# Invoke AI Specialist for consensus algorithm
/agent ai-specialist "Design consensus algorithm for MoE classification system with 5 parallel analysts + 3 sequential judges. Prove mathematically that this architecture achieves 99.9%+ accuracy. Define confidence thresholds, voting mechanisms (unanimous/majority/split), and escalation criteria. Output: Mathematical proof + algorithm pseudocode."

# Invoke Business Intelligence Analyst for pricing
/agent business-intelligence-analyst "Define bundling/licensing strategy for CODITECT Document Management. Pricing tiers: Free (CODITECT-CORE - built-in frontmatter), Pro ($49/month - 10K docs, semantic search), Enterprise (custom - unlimited docs, multi-tenant). Include ROI calculator, competitive analysis (SharePoint, Drive, Confluence, Box), and Year 1 revenue projections (500 Pro + 50 Enterprise customers)."

Deliverables:

  • 3 agent tasks invoked and running
  • Work items created and tracked in GitHub Projects
  • Initial drafts expected by Day 2 PM

Day 2-3: Phase 1 Execution (MoE Design)​

Dates: Tuesday-Wednesday, January 7-8, 2026 Duration: 16 hours Team: Senior Architect, AI Specialist, Orchestrator

Day 2 Activities​

Morning Stand-Up (9:00 - 9:15 AM)​

Each person shares:

  1. What I accomplished yesterday (Day 1)
  2. What I'm working on today
  3. Any blockers or concerns

Example:

  • Senior Architect: "Yesterday: Environment setup. Today: Drafting ADR-019 (target 50% complete). No blockers."
  • AI Specialist: "Yesterday: Started consensus algorithm. Today: Mathematical proof (Bayesian analysis). No blockers."

Work Sessions (9:15 AM - 5:00 PM)​

Senior Architect Focus:

  • Draft ADR-019 structure (Context, Decision, Consequences)
  • Document 5 analyst agents (purpose, inputs, outputs, confidence scoring)
  • Document 3 judge agents (validation logic, verdict criteria)
  • Document orchestrator (workflow coordination, consensus algorithm)
  • Target: 50% draft complete by EOD

AI Specialist Focus:

  • Design consensus algorithm (Bayesian consensus, majority voting)
  • Mathematical proof (probability theory, confidence bounds)
  • Define agent interaction protocols (message formats, JSON schema)
  • Target: Algorithm pseudocode + proof outline by EOD

Orchestrator (PM) Focus:

  • Monitor progress (check-ins at 11 AM, 3 PM)
  • Unblock dependencies (if any)
  • Prepare for Day 3 review session

Evening Checkpoint (4:30 - 5:00 PM)​

Review progress:

  • Senior Architect: 50% ADR-019 draft complete? ✅/❌
  • AI Specialist: Algorithm pseudocode complete? ✅/❌
  • Blockers identified and escalated

Day 3 Activities​

Morning Stand-Up (9:00 - 9:15 AM)​

Focus: Progress on Day 2 targets, plans for Day 3

Work Sessions (9:15 AM - 3:00 PM)​

Senior Architect Focus:

  • Integrate consensus algorithm into ADR-019 (from AI Specialist)
  • Document escalation workflows (unanimous reject, split decision, low confidence)
  • Document confidence scoring methodology (Bayesian aggregation)
  • Target: 90% ADR-019 draft complete by 3 PM

AI Specialist Focus:

  • Finalize mathematical proof (confidence bounds, error rates)
  • Define agent interaction protocols (JSON schema, message sequences)
  • Document edge cases (contradictions, low confidence, missing data)
  • Target: Complete algorithm + protocols by 3 PM

Phase 1 Review Session (3:00 - 5:00 PM)​

Attendees: Senior Architect, AI Specialist, Orchestrator

Agenda:

  1. Present ADR-019 draft (Senior Architect, 30 min)
  2. Present consensus algorithm + proof (AI Specialist, 30 min)
  3. Cross-review:
    • Senior Architect reviews algorithm (integration into ADR)
    • AI Specialist reviews ADR (technical accuracy)
  4. Identify gaps and assign follow-ups
  5. Schedule final review (Day 4 PM)

Deliverables:

  • ADR-019 draft 90% complete
  • Consensus algorithm finalized
  • Agent protocols documented
  • Review feedback captured

Day 3-5: Phase 2 Execution (Product Architecture)​

Dates: Wednesday-Friday, January 8-10, 2026 Duration: 24 hours (parallel with Phase 1) Team: Senior Architect, Business Intelligence Analyst, Product Strategist

Day 3 Activities​

Phase 2 Kickoff (9:30 - 10:30 AM)​

Attendees: Senior Architect, Business Intelligence Analyst, Product Strategist, Orchestrator

Agenda:

  • Review product strategy objectives
  • Align on two-tier architecture (CORE vs Enterprise)
  • Assign immediate tasks:
    • Senior Architect: CODITECT-CORE frontmatter design
    • Business Intelligence Analyst: Pricing analysis
    • Product Strategist: Competitive landscape research

Work Sessions (10:30 AM - 5:00 PM)​

Senior Architect Focus:

  • Design CODITECT-CORE frontmatter integration
    • Document creation hooks (auto-inject YAML)
    • Document modification hooks (update timestamps)
    • CLI tools (init, validate, update)
  • Target: Integration design 50% complete by EOD

Business Intelligence Analyst Focus:

  • Research enterprise content management market (TAM/SAM/SOM)
  • Analyze competitors (SharePoint, Drive, Confluence, Box)
  • Draft pricing tiers (Free, Pro $49/mo, Enterprise custom)
  • Target: Competitive analysis + pricing draft by EOD

Product Strategist Focus:

  • Define customer segments (tech startups, enterprises, CODITECT users)
  • Map value propositions per segment
  • Research migration strategies (competitor migrations)
  • Target: Customer segmentation complete by EOD

Day 4 Activities​

Morning Stand-Up (9:00 - 9:15 AM)​

Focus: Phase 2 progress, coordination with Phase 1

Work Sessions (9:15 AM - 5:00 PM)​

Senior Architect Focus (Split Time):

  • Morning: Finalize ADR-019 (Phase 1)
  • Afternoon: Continue CODITECT-CORE integration design
  • Target: ADR-019 100% + CORE design 75% complete

Business Intelligence Analyst Focus:

  • Create ROI calculator (Excel/Google Sheets)
  • Draft Year 1 revenue projections (500 Pro + 50 Enterprise)
  • Quantify value proposition (time savings, cost reduction)
  • Target: ROI calculator + revenue model by EOD

Product Strategist Focus:

  • Design migration path (Core → Enterprise upgrade)
  • Create 12-month product roadmap (Q1-Q4 features)
  • Define success metrics (conversion rates, NPS, retention)
  • Target: Migration design + roadmap outline by EOD

Phase 1 Final Review (4:00 - 5:00 PM)​

Attendees: Senior Architect, AI Specialist, Orchestrator

Deliverables:

  • ADR-019 finalized (100% complete) ✅
  • Consensus algorithm approved ✅
  • Agent protocols documented ✅
  • Sign-off from Senior Architect + AI Specialist

Next Step: Begin C4 diagrams (Orchestrator, Day 5)

Day 5 Activities​

Morning Stand-Up (9:00 - 9:15 AM)​

Focus: Phase 1 wrap-up, Phase 2 finalization

Work Sessions (9:15 AM - 2:00 PM)​

Orchestrator Focus:

  • Create C4 architecture diagrams (Phase 1)
    • Context diagram (MoE system in CODITECT ecosystem)
    • Container diagram (5 analysts, 3 judges, orchestrator)
    • Component diagram (internal agent workflows)
  • Target: All 3 diagrams complete by 2 PM

Senior Architect Focus:

  • Finalize CODITECT-CORE integration design
  • Create Enterprise DMS product specification
  • Target: Both specs 100% complete by 2 PM

Business Intelligence Analyst Focus:

  • Finalize bundling/licensing strategy
  • Create pricing materials (slide deck, one-pagers)
  • Target: Pricing package complete by 2 PM

Product Strategist Focus:

  • Finalize product roadmap (12 months)
  • Create go-to-market plan outline (beta, GA, enterprise)
  • Target: Roadmap + GTM plan by 2 PM

Week 1 Review Session (2:00 - 4:00 PM)​

Attendees: All team members + stakeholders

Agenda:

  1. Phase 1 Presentation (30 min)

    • Senior Architect presents ADR-019
    • AI Specialist presents consensus algorithm
    • Orchestrator presents C4 diagrams
    • Decision: Approve Phase 1 deliverables ✅

  2. Phase 2 Presentation (30 min)

    • Senior Architect presents product architecture
    • Business Intelligence Analyst presents pricing strategy
    • Product Strategist presents roadmap + GTM plan
    • Decision: Approve Phase 2 deliverables ✅

  3. Week 2 Planning (30 min)

    • Review Phase 3 (MoE Framework Development)
    • Assign roles (2 Full-Stack Engineers + AI Specialist)
    • Confirm timeline (10 days, Jan 13-24)

  4. Retrospective (30 min)

    • What went well?
    • What could be improved?
    • Action items for Week 2

Deliverables:

  • Phase 1 approved and committed to git
  • Phase 2 approved and committed to git
  • Week 2 plan finalized
  • Retrospective action items captured

Week 1 Success Criteria​

Phase 1: MoE System Design ✅​

  • ADR-019 complete - MoE Document Classification System fully documented
  • Consensus algorithm proven - Mathematical proof of 99.9%+ accuracy
  • Agent protocols defined - JSON schemas, message formats, interaction sequences
  • C4 diagrams created - Context, Container, Component (3 levels)
  • Escalation workflows documented - All edge cases covered
  • Stakeholder sign-off - Technical leadership approves architecture

Artifacts:

  • /internal/architecture/adrs/ADR-019-moe-document-classification-system.md
  • /docs/01-architecture/moe-system-design.md
  • /docs/architecture/diagrams/moe-system-c4-*.png (3 diagrams)

Phase 2: Product Architecture ✅​

  • CODITECT-CORE design complete - Frontmatter hooks + CLI tools specified
  • Enterprise DMS spec complete - Feature matrix, deployment architecture
  • Pricing strategy defined - 3 tiers (Free, Pro, Enterprise) with ROI calculator
  • Product roadmap created - 12 months (Q1-Q4 2026)
  • Migration path designed - Core → Enterprise upgrade workflow
  • Stakeholder sign-off - Business leadership approves strategy

Artifacts:

  • /docs/business/DOCUMENT-MANAGEMENT-PRODUCT-STRATEGY.md
  • /docs/00-master-planning/product-architecture.md
  • /docs/business/pricing/PRICING-SHEET.md
  • /docs/business/pricing/ROI-CALCULATOR.xlsx

Team Metrics​

  • Daily stand-ups completed - 5 stand-ups (Mon-Fri, 9 AM)
  • All agents invoked - orchestrator, senior-architect, ai-specialist, business-intelligence-analyst, product-strategist
  • Work items tracked - All tasks in GitHub Projects (P1-001 through P2-005)
  • No blockers escalated - Team self-sufficient, no external dependencies
  • Week 1 review completed - All deliverables presented and approved

Troubleshooting​

Issue: Agent invocation fails​

Symptom: /agent <name> <task> returns "Agent not found" error

Solution:

# Verify agent exists
cd /Users/halcasteel/PROJECTS/coditect-rollout-master/submodules/core/coditect-core
ls agents/senior-architect.md  # Should exist

# Check activation status
python3 scripts/update-component-activation.py status agent senior-architect

# If not activated, activate it
python3 scripts/update-component-activation.py activate agent senior-architect --reason "Week 1 implementation"

# Retry invocation
/agent senior-architect "task description"

Issue: Database connection fails​

Symptom: psycopg2.OperationalError: could not connect to server

Solution:

# Verify .env file has correct credentials
cat .env | grep DATABASE_URL
# Should be: postgresql://user:pass@host:port/dbname

# Test connection manually
psql $DATABASE_URL
# If this works, issue is in code
# If this fails, check Cloud SQL IP whitelist

Issue: Tests failing after setup​

Symptom: npm run backend:test fails with import errors

Solution:

# Ensure virtual environment is activated
which python  # Should show .venv/bin/python

# Reinstall dependencies
pip install --upgrade -r requirements.txt -r requirements-dev.txt

# Clear pytest cache
rm -rf .pytest_cache __pycache__

# Retry tests
npm run backend:test

Issue: C4 diagrams not rendering​

Symptom: Mermaid diagrams show as text, not graphics

Solution:

  • Use Mermaid Live Editor: https://mermaid.live/
  • Or install Mermaid CLI: npm install -g @mermaid-js/mermaid-cli
  • Or use VS Code extension: "Markdown Preview Mermaid Support"

Issue: Team member blocked on task​

Symptom: Engineer reports they can't proceed without dependency

Escalation Path:

  1. Check daily stand-up (9 AM) - raise blocker
  2. Orchestrator investigates (within 1 hour)
  3. If unresolvable, escalate to stakeholder
  4. Decision made within 4 hours (same business day)

Week 2 Preview​

Phase 3: MoE Framework Development (January 13-24)

Team:

  • 2 Full-Stack Engineers (Python development)
  • 1 AI/ML Specialist (semantic analyst, embeddings)
  • 1 Senior Architect (code review, validation)

Deliverables:

  • 5 Analyst Agents (structural, content, metadata, semantic, pattern)
  • 3 Judge Agents (consistency, quality, domain)
  • Orchestration Engine (parallel execution, consensus)
  • Audit Trail System (SQLite logging)
  • Unit Tests (85%+ coverage)

Critical Path: Analysts (Day 1-5) → Judges (Day 5-7) → Orchestration (Day 6-10)

Preparation (Weekend Jan 11-12):

  • Review Phase 1 deliverables (ADR-019, algorithm)
  • Setup Python project structure (scripts/moe-classification-system/)
  • Install dependencies (spaCy, sentence-transformers, PyYAML, gitpython)
  • Clone reference implementations (if available)

Resources​

Documentation​

  • Orchestration Plan: /docs/workflows/CODITECT-DOCUMENT-MANAGEMENT-ORCHESTRATION-PLAN.md
  • Executive Summary: /docs/business/DOCUMENT-MANAGEMENT-EXECUTIVE-SUMMARY.md
  • Agent Coordination: /docs/architecture/diagrams/CODITECT-DOCUMENT-MANAGEMENT-AGENT-COORDINATION.md

Communication​

  • Slack Channel: #coditect-document-mgmt-dev
  • Daily Stand-Up: 9:00 AM (15 min) - Google Meet
  • Weekly Review: Fridays 2:00 PM (1 hour) - Google Meet
  • Escalation: Post in Slack + @mention orchestrator

Code Repositories​

  • Master Repo: https://github.com/coditect-ai/coditect-rollout-master
  • Document Management: submodules/ops/coditect-document-management
  • CODITECT Core: submodules/core/coditect-core

Infrastructure​

  • GCP Console: https://console.cloud.google.com/ (project: coditect-document-management-dev)
  • GitHub Projects: https://github.com/orgs/coditect-ai/projects/X (track work items)
  • Shared Drive: Google Drive folder (design docs, diagrams, meeting notes)

Quick Reference: Week 1 Timeline​

DayDatePhaseKey ActivitiesDeliverables
MonJan 6KickoffEnvironment setup, planning sessions, first agent invocationsDev env ✅, Work items created
TueJan 7P1 + P2ADR drafting, algorithm design, pricing analysis50% drafts
WedJan 8P1 + P2Integration + finalization, cross-reviews90% complete
ThuJan 9P1 + P2Final reviews, approvals, product specsPhase 1 approved ✅
FriJan 10ReviewC4 diagrams, final presentations, retrospectivePhase 2 approved ✅

Document Status: READY FOR WEEK 1 EXECUTION Version: 1.0 Date: December 27, 2025 Author: Claude Opus 4.5 (orchestrator agent) Purpose: Quickstart guide for engineering team (Week 1 implementation)