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CODITECT Document Management - Execution Checklist

Date: December 19, 2025

Pre-Execution Checklist​

  • Read organization-summary.md for complete overview
  • Review REORGANIZATION_PLAN.md for detailed plan
  • Verify current directory: /Users/halcasteel/PROJECTS/coditect-rollout-master/submodules/ops/coditect-document-management
  • Confirm git status is clean (or commit current work)
  • Verify symlinks exist: .coditect and .claude

Prerequisites​

Before starting, ensure you have:

  • Required tools installed
  • Access to necessary resources
  • Basic understanding of concepts

Verify setup:

# Verification command

Execution Steps​

Step 1: Run Reorganization Script​

cd /Users/halcasteel/PROJECTS/coditect-rollout-master/submodules/ops/coditect-document-management
./execute-reorganization.sh

Expected Output:

  • Creates 20 directories
  • Moves 78 files using git mv
  • Creates 4 __init__.py files
  • Verifies symlinks

Checklist:

  • Script completed without errors
  • All 9 phases completed successfully
  • Symlinks verified at end

Step 2: Verify Structure​

# Check top-level structure
ls -la

# Check docs structure
tree docs/ -L 2

# Check src structure
tree src/ -L 3

# Check config structure
tree config/ -L 2

Expected Structure:

coditect-document-management/
├── docs/
│   ├── 00-master-planning/
│   ├── 01-architecture/
│   ├── 02-infrastructure/
│   └── diagrams/
├── src/
│   ├── backend/
│   └── frontend/
├── config/
│   └── ci-cd/
└── tests/

Checklist:

  • All 4 top-level directories exist
  • docs/ has 4 subdirectories
  • src/backend/ has 3 subdirectories (security, database, core)
  • src/frontend/components/ has 3 subdirectories
  • config/ci-cd/ exists
  • tests/ structure exists

Step 3: Review Git Changes​

# See what changed
git status

# Count staged files
git status --porcelain | wc -l

# Review file moves
git diff --cached --stat

# Review new files
git status | grep "new file"

Expected Changes:

  • Approximately 90+ files staged (78 moved + new files)
  • All moves shown as renames
  • New files: .gitignore, package.json, pyproject.toml, requirements.txt, etc.

Checklist:

  • All file moves are renames (preserving history)
  • No deletions (except from root to new locations)
  • New build configuration files added
  • README.md shows as modified
  • No unexpected changes

Step 4: Verify Build Configuration Files​

# Check created files exist
ls -la .gitignore package.json pyproject.toml requirements.txt requirements-dev.txt

# Check frontend package.json
ls -la src/frontend/package.json

# Check Python __init__.py files
find src/backend -name "__init__.py"

Expected:

  • 5 root config files
  • 1 frontend package.json
  • 4 __init__.py files in backend

Checklist:

  • .gitignore exists
  • package.json exists (root)
  • pyproject.toml exists
  • requirements.txt exists
  • requirements-dev.txt exists
  • src/frontend/package.json exists
  • 4 __init__.py files in backend/
ls -la .coditect .claude
readlink .coditect
readlink .claude

Expected:

.claude -> .coditect
.coditect -> ../../core/coditect-core

Checklist:

  • .coditect symlink exists
  • .claude symlink exists
  • .coditect points to ../../core/coditect-core
  • .claude points to .coditect

Commit and Push​

Step 6: Commit Changes​

git add -A

git commit -m "chore: Reorganize project into production-ready structure

- Organize 78 files into docs/, src/, config/, tests/ directories
  - Master planning docs (15 files) → docs/00-master-planning/
  - Architecture docs (44 files) → docs/01-architecture/ and src/frontend/
  - Security services (5 files) → src/backend/security/
  - Database operations (5 files) → src/backend/database/
  - Infrastructure configs (4 files) → docs/02-infrastructure/ and config/ci-cd/
  - Diagrams (3 files) → docs/diagrams/

- Create build configuration files
  - .gitignore for Python and Node.js artifacts
  - package.json (root monorepo + frontend)
  - pyproject.toml with Python 3.10+ config
  - requirements.txt (production dependencies)
  - requirements-dev.txt (development dependencies)

- Update README.md
  - Comprehensive setup and build instructions
  - Architecture overview with ASCII diagram
  - API documentation links
  - Development workflow guide
  - Industry use cases and ROI analysis

- Create Python package structure
  - __init__.py files for backend packages
  - Proper package hierarchy

- Preserve CODITECT integration
  - .coditect and .claude symlinks at root
  - CODITECT standards compliance

BREAKING CHANGE: File paths have changed. Update any external references
to files in this submodule.

Related planning docs:
- REORGANIZATION_PLAN.md
- organization-summary.md
- execute-reorganization.sh

Co-authored-by: Claude Sonnet 4.5 <noreply@anthropic.com>"

Checklist:

  • Commit message includes all changes
  • BREAKING CHANGE notice included
  • Co-authored-by line included

Step 7: Push to Remote​

# Push to remote
git push

# Verify push succeeded
git log --oneline -1

Checklist:

  • Push completed without errors
  • Latest commit visible in git log

Post-Execution Verification​

# In a different directory
cd /tmp
git clone <repo-url> test-clone
cd test-clone
git submodule update --init --recursive

# Navigate to this submodule
cd submodules/ops/coditect-document-management

# Verify structure
tree -L 2
ls -la .coditect .claude

Checklist:

  • Fresh clone has correct structure
  • Symlinks work correctly
  • All files present

Step 9: Test Development Setup​

cd /Users/halcasteel/PROJECTS/coditect-rollout-master/submodules/ops/coditect-document-management

# Python setup
python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt -r requirements-dev.txt

# Node.js setup
npm run install:all

# Verify installations
pip list | head
cd src/frontend && npm list --depth=0

Checklist:

  • Python virtual environment created
  • Python dependencies installed
  • Node.js dependencies installed (root + frontend)
  • No installation errors

Rollback Procedure (If Needed)​

If something goes wrong:

# Before committing
git reset HEAD

# After committing (but before pushing)
git reset --hard HEAD~1

# After pushing (creates new commit)
git revert HEAD

Only use if:

  • Critical errors in file organization
  • Lost file history
  • Broken symlinks

Success Criteria​

All checkboxes above must be checked for successful execution.

Key Metrics:

  • ✅ 78 files organized
  • ✅ 20 directories created
  • ✅ 14 new files created
  • ✅ 100% git history preserved
  • ✅ Symlinks preserved
  • ✅ Build configuration complete
  • ✅ Documentation updated
  • ✅ CODITECT standards compliance

Next Steps After Execution​

  1. Update coditect-rollout-master project-plan.md

    • Mark document management organization as complete

  2. Update tasklist.md

    • Check off organization task

  3. Notify team/stakeholders

    • File paths have changed
    • Update any references

  4. Begin development setup

    • Follow README.md Quick Start section

  5. Create initial development branch

    • Start implementing features

Questions or Issues?​

  • Rollback needed? See Rollback Procedure above
  • Missing files? Check git status and logs
  • Symlink issues? Verify with ls -la .coditect .claude
  • Build errors? Check build config files

Troubleshooting​

Common Issue 1​

Problem: Description of issue Solution: Steps to resolve

Common Issue 2​

Problem: Description of issue Solution: Steps to resolve

Prepared By: Claude Code (Orchestrator) Date: December 19, 2025 Version: 1.0 Status: Ready for Execution ✅