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CODITECT Document Management - Complete Documentation Index

Date: December 27, 2025 Status: Orchestration Complete - Ready for Stakeholder Approval Purpose: Central navigation for all CODITECT Document Management documentation

📋 Quick Navigation​

New to this project? Start here:

  1. Read Orchestration Summary (25 pages, 15-min read)
  2. Read Executive Summary (30 pages, 20-min read)
  3. Review Week 1 Quickstart (40 pages, 30-min read)
  4. Deep dive: Full Orchestration Plan (75 pages)

Need specific information? Jump to:

📚 Core Documentation (5 Documents, 220+ Pages)​

Orchestration Summary​

File: /docs/workflows/CODITECT-DOCUMENT-MANAGEMENT-ORCHESTRATION-SUMMARY.md Pages: 25 | Read Time: 15 minutes | Audience: All stakeholders

What's Inside:

  • Executive summary (1-page overview)
  • Orchestration plan deliverables (5 documents created)
  • Strategic product vision (two-tier architecture)
  • MoE classification system (technical innovation)
  • 8-week implementation timeline
  • Agent coordination summary (10+ agents, 135+ tasks)
  • Risk assessment & mitigation
  • Financial summary (ROI, revenue projections)
  • Success metrics
  • Recommendation (STRONG APPROVE)
  • Next steps (immediate actions)

Why Read This: High-level overview of entire orchestration effort. Perfect for executives and stakeholders who need the "big picture" without diving into implementation details.

Executive Summary​

File: /docs/business/DOCUMENT-MANAGEMENT-EXECUTIVE-SUMMARY.md Pages: 30 | Read Time: 20 minutes | Audience: Executives, business stakeholders

What's Inside:

  • Business case summary (market sizing, TAM/SAM/SOM)
  • Revenue opportunity ($594K Year 1)
  • Cost structure ($156K investment, $78K/year operating)
  • ROI calculation (365% Year 1, 975% cumulative 2-year)
  • Technical innovation (MoE classification system explained)
  • Product strategy (CODITECT-CORE vs Enterprise DMS)
  • Go-to-market plan (beta → GA → enterprise)
  • Competitive analysis (vs. SharePoint, Drive, Confluence, Box)
  • Success stories (projected case studies)
  • Risk assessment (technical, business, operational)
  • Recommendation (STRONG APPROVE with 95% confidence)
  • Next steps (Week 1 action items)
  • Approval signature section

Why Read This: Complete business case for stakeholder decision-making. Answers "Should we invest?" with data-driven analysis.

Full Orchestration Plan​

File: /docs/workflows/CODITECT-DOCUMENT-MANAGEMENT-ORCHESTRATION-PLAN.md Pages: 75 | Read Time: 60 minutes | Audience: Engineering managers, tech leads, architects

What's Inside:

  • 8-phase implementation plan (135+ tasks)
  • Phase 1: MoE System Design (Week 1, 60 hours)
  • Phase 2: Product Architecture (Week 1-2, 70 hours)
  • Phase 3: MoE Framework Development (Week 2-3, 120 hours)
  • Phase 4: CODITECT-CORE Integration (Week 3-4, 90 hours)
  • Phase 5: Classification Execution (Week 4-5, 100 hours autonomous)
  • Phase 6: Enterprise DMS Enhancement (Week 5-6, 110 hours)
  • Phase 7: Testing & Validation (Week 6-7, 100 hours)
  • Phase 8: Documentation & Productization (Week 7-8, 80 hours)
  • Agent coordination matrix (10+ specialized agents)
  • Detailed deliverables checklist (60+ artifacts)
  • Success metrics and quality gates
  • Risk management strategies
  • Complete agent invocation commands (copy-paste ready)

Why Read This: Step-by-step implementation guide. Answers "How do we execute?" with actionable tasks and agent coordination.

Agent Coordination Diagrams​

File: /docs/architecture/diagrams/CODITECT-DOCUMENT-MANAGEMENT-AGENT-COORDINATION.md Pages: 50 | Read Time: 45 minutes | Audience: Architects, engineers, project managers

What's Inside:

  • Master agent coordination flow (8 phases visualized)
  • Phase 1: MoE System Design - Agent interactions (sequence diagram)
  • Phase 3: MoE Framework Development - Detailed workflow
  • Phase 5: Classification Execution - Autonomous workflow (analyst → judge → consensus)
  • Agent utilization timeline (Gantt chart, 8 weeks)
  • Critical path analysis (29 days minimum)
  • Parallel workstream visualization
  • MoE classification system internal flow (detailed)
  • Agent communication protocols (JSON schemas)
  • Phase handoff protocols (quality gates)
  • Coordination statistics (26 agent-weeks, 10+ agents)

Why Read This: Visual understanding of multi-agent orchestration. Answers "How do agents coordinate?" with diagrams and workflows.

Week 1 Quickstart Guide​

File: /docs/workflows/CODITECT-DOCUMENT-MANAGEMENT-WEEK-1-QUICKSTART.md Pages: 40 | Read Time: 30 minutes | Audience: Engineering team (developers, PM, architects)

What's Inside:

  • Pre-flight checklist (administrative, team, infrastructure)
  • Day 1: Environment Setup & Kickoff (8 hours)
    • Team kickoff meeting agenda
    • Environment setup instructions (Python, PostgreSQL, Redis)
    • Phase 1 planning session
    • Phase 2 planning session
    • First agent invocations
  • Day 2-3: Phase 1 Execution (MoE Design, 16 hours)
    • Daily stand-up protocols
    • Work sessions (time-boxed tasks)
    • Evening checkpoints
    • Phase 1 review session
  • Day 3-5: Phase 2 Execution (Product Architecture, 24 hours)
    • Phase 2 kickoff
    • Work sessions (parallel with Phase 1)
    • Final review session
  • Week 1 success criteria (Phase 1 + 2 deliverables)
  • Troubleshooting guide (common issues + solutions)
  • Week 2 preview (Phase 3 preparation)

Why Read This: Day-by-day execution guide for Week 1. Answers "What do I do on Day 1?" with copy-paste commands and schedules.

🎯 Strategic Documents​

Business Case & Product Strategy​

Executive Summary (see above)

  • Market opportunity analysis
  • Revenue projections ($594K Year 1)
  • Cost structure and ROI (365% Year 1)
  • Competitive positioning
  • Go-to-market plan

Product Architecture (to be created in Phase 2)

  • CODITECT-CORE integration design
  • Enterprise DMS product specification
  • Feature comparison matrix (Core vs Enterprise)
  • Migration path (Core → Enterprise)

Pricing Strategy (to be created in Phase 2)

  • Pricing tiers (Free, Pro $49/mo, Enterprise custom)
  • ROI calculator (interactive)
  • Bundle options (CODITECT Suite)
  • Year 1 revenue projections

Product Roadmap (to be created in Phase 2)

  • 12-month feature releases (Q1-Q4 2026)
  • Market milestones
  • Customer acquisition targets

🏗️ Technical Documents​

Architecture & Design​

ADR-019: MoE Document Classification System (to be created in Phase 1)

  • System architecture (5 analysts + 3 judges + orchestrator)
  • Consensus algorithm specification
  • Confidence scoring methodology
  • Escalation workflows
  • Technical specifications

Agent Coordination Diagrams (see above)

  • Mermaid sequence diagrams
  • Workflow visualizations
  • Critical path analysis

MoE System Design (to be created in Phase 1)

  • Analyst agent designs (5 specialists)
  • Judge agent designs (3 validators)
  • Orchestration engine design
  • Audit trail system design

Implementation Artifacts​

MoE Framework Codebase (to be created in Phase 3)

  • scripts/moe-classification-system/
    • analysts/ (5 Python modules)
    • judges/ (3 Python modules)
    • orchestrator.py
    • audit_trail.py

CODITECT-CORE Integration (to be created in Phase 4)

  • .coditect/hooks/ (document_create.py, document_modify.py)
  • .coditect/scripts/ (frontmatter_init.py, frontmatter_validate.py, frontmatter_update.py)
  • Migration scripts

Enterprise DMS Features (to be created in Phase 6)

  • src/backend/api/search.py (semantic search)
  • src/backend/api/documents.py (CRUD operations)
  • src/frontend/components/dashboards/AnalyticsDashboard.tsx

📖 Implementation Guides​

Week-by-Week Execution​

Week 1 Quickstart (see above)

  • Day-by-day guide (Day 1-5)
  • Environment setup
  • Agent invocations
  • Success criteria

Week 2-8 Guides (to be created during execution)

  • Week 2: Phase 3 (MoE Framework Development)
  • Week 3: Phase 3 completion + Phase 4 start
  • Week 4: Phase 4 + Phase 5 (Classification start)
  • Week 5: Phase 5 + Phase 6 (Enterprise DMS)
  • Week 6: Phase 6 + Phase 7 (Testing)
  • Week 7: Phase 7 + Phase 8 (Documentation)
  • Week 8: Phase 8 (Launch preparation)

Testing & Validation​

Testing Reports (to be created in Phase 7)

  • Classification validation report (66-doc sample)
  • Edge case testing report
  • Performance benchmarks (load testing)
  • Integration tests (end-to-end)
  • Security testing report (OWASP compliance)
  • Production readiness report (QA sign-off)

🎨 Visual Resources​

Diagrams & Workflows​

Mermaid Diagrams (in Agent Coordination document)

  • Master agent coordination flow (8 phases)
  • Phase 1: MoE Design - Sequence diagram
  • Phase 3: MoE Framework - Detailed workflow
  • Phase 5: Classification - Autonomous workflow
  • MoE internal flow (analyst → judge → consensus)
  • Agent utilization timeline (Gantt chart)

C4 Architecture Diagrams (to be created in Phase 1)

  • Context diagram (MoE in CODITECT ecosystem)
  • Container diagram (5 analysts, 3 judges, orchestrator)
  • Component diagram (internal agent workflows)

Timelines & Gantt Charts​

Agent Utilization Timeline (in Agent Coordination document)

  • 8-week Gantt chart
  • Agent allocation by week
  • Peak concurrency visualization

Project Timeline (in Orchestration Plan)

  • 8-phase roadmap
  • Critical path (29 days)
  • Parallel workstreams

📊 Key Statistics​

Documentation Delivered​

DocumentPagesPurpose
Orchestration Summary25High-level overview
Executive Summary30Business case, approval
Full Orchestration Plan75Complete implementation guide
Agent Coordination Diagrams50Visual workflows
Week 1 Quickstart40Day-by-day execution
Total220Complete orchestration package

Implementation Scope​

MetricValue
Total Phases8 phases
Total Tasks135+ actionable tasks
Total Agents10+ specialized agents
Total Effort730 hours (91 agent-days)
Total Duration56 calendar days (8 weeks)
Agent Utilization26 agent-weeks
Documents to Classify6,655
MoE Agents9 (5 analysts + 3 judges + 1 orchestrator)
Accuracy Target≥99.9%

Financial Summary​

MetricValue
Initial Investment$156K
Annual Operating Cost$78K/year
Year 1 Revenue (Conservative)$594K
Year 1 Profit$366K
Year 1 ROI365%
2-Year Cumulative ROI975%
Break-EvenMonth 3

🚀 Quick Start (For New Team Members)​

Day 1: Orientation​

Read in this order (90 minutes):

  1. This index document (10 min)
  2. Orchestration Summary (15 min)
  3. Executive Summary (20 min)
  4. Week 1 Quickstart (30 min) - focus on your role
  5. Skim Full Orchestration Plan (15 min) - understand overall structure

Setup your environment:

  • Clone repository
  • Install dependencies (Python, Node, Docker)
  • Setup environment variables (.env)
  • Verify tests pass

Join communication channels:

  • Slack: #coditect-document-mgmt-dev
  • Calendar: Daily stand-ups (9 AM), weekly reviews (Fridays 2 PM)

Week 1: Execution​

Follow Week 1 Quickstart guide:

  • Day 1: Team kickoff, environment setup, planning sessions
  • Day 2-3: Phase 1 execution (MoE design)
  • Day 3-5: Phase 2 execution (product architecture)
  • Day 5: Review session, retrospective

Key deliverables (by Friday):

  • ADR-019: MoE Classification System
  • Product architecture documents
  • Pricing strategy
  • Product roadmap

📞 Support & Escalation​

Communication Channels​

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

Roles & Responsibilities​

RoleResponsibilitiesTeam Member
OrchestratorWorkflow coordination, phase managementProduct Manager
Senior ArchitectADR creation, system design, code reviewTech Lead
AI SpecialistML algorithms, embeddings, semantic searchML Engineer
Full-Stack Engineers (2)Python + React implementationSoftware Engineers
DevOps EngineerGCP/K8s deployment, infrastructureDevOps Lead
QA ReviewerValidation, security testing, QA sign-offQA Lead

Escalation Path​

  1. Blocker identified - Raise in daily stand-up (9 AM)
  2. Orchestrator investigates - Within 1 hour
  3. Resolution or escalation - Within 4 hours (same business day)
  4. Stakeholder decision - Within 24 hours (if needed)

✅ Approval Checklist​

Before proceeding to Week 1 (January 6, 2026), confirm:

  • Executive team approval - Signed off on $156K investment
  • Budget allocated - Engineering + infrastructure approved
  • Timeline confirmed - 8 weeks (Jan 6 - Mar 3, 2026) accepted
  • Resources committed - 2 full-stack + 1 AI specialist + 1 DevOps
  • Infrastructure provisioned - GCP project, PostgreSQL, Redis
  • Team onboarded - All documentation read, calendar invites sent
  • Success metrics agreed - 99.9%+ accuracy, $594K Year 1 revenue
  • Risk mitigation reviewed - All stakeholders understand risks

Approval Signature:

Hal Casteel, Founder/CEO/CTO

Date: _____________

Decision: ☐ APPROVE TO PROCEED | ☐ DEFER | ☐ REJECT

📝 Document Changelog​

Version 1.0 (December 27, 2025)​

Created:

  • Orchestration Summary (25 pages)
  • Executive Summary (30 pages)
  • Full Orchestration Plan (75 pages)
  • Agent Coordination Diagrams (50 pages)
  • Week 1 Quickstart Guide (40 pages)
  • Document Management Index (this document, 15 pages)

Total Delivered: 235 pages, 5 core documents + 1 index

Next Steps:

  • Stakeholder approval (Dec 27-Jan 5)
  • Week 1 kickoff (January 6, 2026)
  • Phase 1-8 execution (8 weeks)

🔗 Related Documentation​

CODITECT Core Framework​

  • CODITECT-CORE CLAUDE.md - Framework configuration
  • Component Activation Guide - How to activate/deactivate agents
  • Memory Management Guide - Session continuity, /cx commands
  • Git Workflow Automation - Bottom-up submodule sync

CODITECT Rollout Master​

  • Master PROJECT-PLAN.md - Overall rollout strategy
  • TASKLIST.md - 530+ tasks across all components
  • ADRs - Architecture decision records (10+)
  • Security Advisories - GCP security best practices

📧 Contact Information​

Project Lead: Hal Casteel (Founder/CEO/CTO) Email: hal@az1.ai Company: AZ1.AI INC Website: https://az1.ai

For Technical Questions: #coditect-document-mgmt-dev on Slack For Business Questions: hal@az1.ai

Index Status: ✅ COMPLETE - CENTRAL NAVIGATION READY Version: 1.0 Date: December 27, 2025 Purpose: Central index for all CODITECT Document Management documentation Next Action: Stakeholder review → approval → Week 1 kickoff