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CODITECT Platform - Master Plan Organization Summary

Date: 2025-11-30 Status: Planning Complete - Ready for Implementation

Executive Summary​

Successfully created comprehensive directory organization plan for CODITECT platform master plan consolidation. This document summarizes the recommended structure, file locations, and implementation approach.

Full Details: See DIRECTORY-ORGANIZATION-PLAN.md (17KB comprehensive plan)

Key Recommendations​

1. Create New Directory Structure​

docs/project-management/
├── MASTER-PLAN-FULL-PLATFORM.md       ⭐ NEW - Single source of truth
├── integration/                        ⭐ NEW - API contracts & schemas
│   ├── FRONTEND-BACKEND-API-CONTRACT.md
│   ├── BACKEND-DATABASE-SCHEMA.md
│   ├── BACKEND-REDIS-PATTERNS.md
│   └── CODITECT-LICENSE-CLIENT-INTEGRATION.md
├── archive/                            ⭐ NEW - Historical documents
└── timelines/                          ⭐ NEW - Timeline visualizations

2. Frontend Code Location​

Recommendation: Create new submodule submodules/cloud/coditect-cloud-frontend/

Rationale:

  • Separate React codebase from Django backend
  • Independent deployment (CDN vs. GKE)
  • Clear ownership boundaries
  • Different build processes (Vite vs. Django)

3. Documentation Consolidation​

MASTER-PLAN-FULL-PLATFORM.md combines:

  • PROJECT-PLAN.md high-level strategy
  • Phase 7 Django conversion findings
  • Deployment assessment (45% complete status)
  • Integration contracts
  • Critical path analysis

Updates Required:

  • CRITICAL-PATH-ANALYSIS.md - Redis deployment status (❌ NOT DEPLOYED blocker)
  • TASKLIST-WITH-CHECKBOXES.md - Add 100+ new tasks (991 → 1091+)
  • PROJECT-PLAN.md - Update YAML frontmatter (last_updated, total_tasks)

Implementation Checklist​

Week 1: Structure & Documentation​

Directory Creation (30 minutes):

  • Create docs/project-management/integration/
  • Create docs/project-management/archive/
  • Create docs/project-management/timelines/
  • Move timeline files to timelines/

Document Creation (8-10 hours):

  • Write MASTER-PLAN-FULL-PLATFORM.md (2-3 hours)
  • Write integration/FRONTEND-BACKEND-API-CONTRACT.md (2 hours)
  • Write integration/BACKEND-DATABASE-SCHEMA.md (1 hour)
  • Write integration/BACKEND-REDIS-PATTERNS.md (1 hour)
  • Write integration/CODITECT-LICENSE-CLIENT-INTEGRATION.md (2 hours)
  • Write integration/README.md (30 minutes)

Document Updates (3 hours):

  • Update CRITICAL-PATH-ANALYSIS.md with Redis blocker (30 minutes)
  • Update TASKLIST-WITH-CHECKBOXES.md with new tasks (2 hours)
  • Update PROJECT-PLAN.md YAML frontmatter (30 minutes)

Archive Migration (1 hour):

  • Move cleanup reports to archive/
  • Move reorganization docs to archive/
  • Update cross-references in archived docs

Week 2: Frontend Repository​

Repository Creation (2-3 hours):

  • Create coditect-cloud-frontend repository on GitHub
  • Initialize with React + TypeScript + Vite
  • Configure Tailwind CSS
  • Add as submodule to submodules/cloud/
  • Create initial directory structure
  • Add README.md with setup instructions

Verification (1 hour):

  • Verify all documentation links work
  • Validate YAML frontmatter
  • Run markdownlint
  • Test submodule initialization

Git Commit Strategy​

# Branch creation
git checkout -b docs/master-plan-organization

# Commit 1: Directory structure
git commit -m "chore: Create integration documentation directory"

# Commit 2: Master plan
git commit -m "docs: Create MASTER-PLAN-FULL-PLATFORM.md"

# Commit 3: Critical path update
git commit -m "docs: Update CRITICAL-PATH-ANALYSIS.md with Redis status"

# Commit 4: Task list update
git commit -m "docs: Update TASKLIST with Phase 7 and deployment tasks"

# Commit 5: Integration contracts
git commit -m "docs: Create integration contract documentation"

# Commit 6: PROJECT-PLAN update
git commit -m "docs: Update PROJECT-PLAN.md with Phase 7 completion"

# Commit 7: Archive historical docs
git commit -m "chore: Archive historical planning documents"

# Push and create PR
git push origin docs/master-plan-organization

See: DIRECTORY-ORGANIZATION-PLAN.md Section 5 for detailed commit messages.

File Naming Conventions​

Planning Documents​

Pattern: [CATEGORY]-[DESCRIPTION].md or [CATEGORY]-[DESCRIPTION]-[VERSION].md

Examples:

  • MASTER-PLAN-FULL-PLATFORM.md (top-level)
  • PROJECT-PLAN.md (version in YAML)
  • CRITICAL-PATH-ANALYSIS.md
  • TASKLIST-WITH-CHECKBOXES.md

Integration Documents​

Pattern: [COMPONENT-A]-[COMPONENT-B]-[TYPE].md

Examples:

  • FRONTEND-BACKEND-API-CONTRACT.md
  • BACKEND-DATABASE-SCHEMA.md
  • BACKEND-REDIS-PATTERNS.md

Archive Documents​

Pattern: [DOCUMENT]-YYYY-MM-DD.md

Examples:

  • COMPREHENSIVE-CLEANUP-REPORT-2025-11-28.md
  • DOCUMENTATION-UPDATE-REPORT-2025-11-22.md

Integration Contract Specifications​

Frontend ↔ Backend API Contract​

Document: integration/FRONTEND-BACKEND-API-CONTRACT.md

Contents:

  • OpenAPI 3.1 specification
  • REST endpoints (acquire, heartbeat, release)
  • Request/response schemas
  • Authentication (OAuth2 + JWT)
  • Error codes and handling
  • Rate limiting specifications

Maintained By: Backend + Frontend teams

Backend ↔ Database Schema​

Document: integration/BACKEND-DATABASE-SCHEMA.md

Contents:

  • Entity-Relationship diagram
  • Django model definitions
  • PostgreSQL schema (tables, indexes, constraints)
  • Migration files list
  • RLS (Row-Level Security) policies
  • Sample queries

Maintained By: Backend team

Backend ↔ Redis Patterns​

Document: integration/BACKEND-REDIS-PATTERNS.md

Contents:

  • Redis Lua scripts (atomic seat counting)
  • TTL values (6-minute session timeout)
  • Key naming conventions
  • Eviction policies
  • Connection pooling configuration
  • Race condition mitigation

Maintained By: Backend team

CODITECT Core ↔ License Server SDK​

Document: integration/CODITECT-LICENSE-CLIENT-INTEGRATION.md

Contents:

  • Python SDK installation (pip install coditect-license-client)
  • API client initialization
  • License acquisition flow
  • Heartbeat background thread
  • Offline mode (cached signed licenses)
  • Hardware fingerprinting
  • Error handling and retries

Maintained By: Backend + Core teams

Quality Gates​

Before Committing​

Documentation Standards:

  • All Markdown files pass linting (markdownlint)
  • All relative links verified
  • YAML frontmatter valid (if applicable)
  • No broken references
  • Status indicators used correctly (✅ ❌ ⏸️ 🟡)

Integration Contracts:

  • OpenAPI 3.1 specification valid
  • Request/response examples included
  • Error codes documented
  • Authentication requirements specified

Before Merging​

Pull Request Checklist:

  • All documentation links tested
  • Submodule pointers updated (if frontend repo created)
  • TASKLIST checkboxes accurate
  • PROJECT-PLAN.md YAML frontmatter updated
  • At least 1 approval from project lead

Critical Path Updates​

Redis Deployment - BLOCKER 🚨​

Current Status: ❌ NOT DEPLOYED

Impact: Cannot deploy Django backend without Redis for atomic seat counting

Resolution:

cd /Users/halcasteel/PROJECTS/coditect-rollout-master/submodules/cloud/coditect-cloud-infra/opentofu/environments/dev
tofu apply -target=module.redis

Estimated Time: 30 minutes

Document Update: CRITICAL-PATH-ANALYSIS.md must reflect Redis blocker status

Phase 7 Completion - ✅ DONE​

Status: FastAPI→Django conversion 100% complete

Deliverables:

  • 25 files updated
  • 6,145 lines of new Django documentation
  • 150+ FastAPI references removed
  • Complete Django reference architecture created

Document Update: Add Phase 7 section to PROJECT-PLAN.md

Backend Completion - 🟡 60% DONE​

Completed:

  • ✅ Models (343 lines) - License, Session with multi-tenant isolation
  • ✅ Serializers (163 lines) - DRF serializers for all endpoints
  • ✅ Views (212 lines) - API endpoints with Redis Lua scripts

Remaining (40%):

  • ❌ Services layer (business logic, Cloud KMS signing)
  • ❌ Tests (pytest with 80%+ coverage target)
  • ❌ Dockerfile (containerization)
  • ❌ Celery tasks (zombie session cleanup)

Estimated Time: 8-10 hours

Document Update: TASKLIST-WITH-CHECKBOXES.md needs backend tasks added

Frontend Development - ❌ NOT STARTED​

Status: 0% complete - no repository exists yet

Requirements:

  • React 18 + TypeScript + Vite
  • Tailwind CSS for styling
  • Zustand for state management
  • Axios for API calls
  • Dashboard, License Manager, Session Monitor pages

Estimated Time: 6-8 days full-time

Document Update: Create repository as submodule in Week 2

Success Metrics​

Organization Goals​

Achieved When:

  1. ✅ Single source of truth exists (MASTER-PLAN-FULL-PLATFORM.md)
  2. ✅ All integration contracts documented
  3. ✅ Critical path updated with accurate blocker status
  4. ✅ All tasks consolidated in TASKLIST-WITH-CHECKBOXES.md (1091+ tasks)
  5. ✅ Frontend code location defined and repository created
  6. ✅ Historical documents archived
  7. ✅ Documentation 100% cross-linked
  8. ✅ Git history clean with atomic commits

Quality Metrics​

Documentation Quality:

  • 100% of links verified working
  • 100% of YAML frontmatter valid
  • 0 orphaned documents
  • 0 duplicate information

Task Coverage:

  • 991+ existing tasks (Phase 0-5)
  • 100+ new tasks from Phase 7 and deployment
  • Total: 1091+ tasks in TASKLIST
  • All tasks have clear acceptance criteria

Integration Coverage:

  • Frontend↔Backend API 100% specified
  • Backend↔Database schema 100% documented
  • Backend↔Redis patterns 100% documented
  • Core↔License Server SDK 100% documented

Next Steps​

Immediate (This Week)​

Priority 1: Critical Documentation (4-5 hours)

  1. Create MASTER-PLAN-FULL-PLATFORM.md
  2. Update CRITICAL-PATH-ANALYSIS.md with Redis blocker
  3. Create integration/ directory and contracts

Priority 2: Task Consolidation (2-3 hours) 4. Update TASKLIST-WITH-CHECKBOXES.md with all new tasks 5. Update PROJECT-PLAN.md YAML frontmatter

Priority 3: Repository Structure (1-2 hours) 6. Create directory structure 7. Archive historical documents 8. Verify all cross-references

Week 2: Frontend Repository​

Repository Creation (2-3 hours)

  1. Create coditect-cloud-frontend on GitHub
  2. Initialize React + TypeScript project
  3. Add as submodule
  4. Create initial directory structure

Ongoing Maintenance​

Weekly:

  • Update MASTER-PLAN status
  • Update TASKLIST checkboxes
  • Review critical path

Monthly:

  • Audit documentation links
  • Update integration contracts
  • Archive completed reports

Quarterly:

  • Comprehensive documentation review
  • Update architecture diagrams
  • Validate all cross-references

Resources​

Documentation​

Primary:

Reference:

Templates​

See: DIRECTORY-ORGANIZATION-PLAN.md Appendix A for:

  • Integration contract template
  • Task list template
  • API specification template

Contact​

Owner: AZ1.AI INC Lead: Hal Casteel, Founder/CEO/CTO Project: CODITECT Platform Rollout Phase: Beta Testing (Active) Completion: 45% (Infrastructure ✅, Backend 🟡 60%, Frontend ❌ 0%)

Status: ✅ Planning Complete - Ready for Implementation Next Action: Execute Week 1 checklist (directory creation + document writing) Timeline: Week 1-2 implementation → 2 weeks Effort: 15-18 hours total