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TASK.md - Sequential Build Tasks for Local RAG Chatbot "DAA Chatbot"

Prerequisites Checklist

  • Install Python 3.11 or higher
  • Install Node.js 18+ and npm
  • Install Git
  • Install Visual Studio Code
  • Install Ollama locally
  • Pull at least one Ollama model (ollama pull llama3.2)
  • Pull embedding model (ollama pull nomic-embed-text)
  • Set up GitHub repository
  • Configure VSCode with necessary extensions

PHASE 1: Project Foundation

Task 1.1: Initialize Project Structure

  • Create basic directory structure
  • Initialize Git repository
  • Create .gitignore file
  • Create README.md with project description
  • Add ABOUT.md and TASK.md files
  • Make initial commit

Task 1.2: Backend Foundation Setup

cd backend
python -m venv venv
source venv/bin/activate
  • Create Python virtual environment
  • Create requirements.txt with initial dependencies: 
    fastapi==0.115.6
uvicorn[standard]==0.34.0
python-dotenv==1.0.1
pydantic==2.10.6
pydantic-settings==2.10.1
  • Install dependencies: pip install -r requirements.txt
  • Create backend/api/main.py with basic FastAPI app
  • Create backend/core/config.py for settings management
  • Create .env file with basic configuration
  • Test server startup: uvicorn api.main:app --reload
  • Verify health check endpoint works

Task 1.3: Frontend Foundation Setup

cd frontend
npx create-next-app@14 . --typescript --tailwind --app
  • Initialize Next.js project with TypeScript
  • Install additional dependencies: 
    npm install axios zustand @tanstack/react-query
npm install -D @types/node
  • Configure tsconfig.json with path aliases
  • Set up next.config.js with API proxy
  • Create basic folder structure in app/
  • Create .env.local with API URL
  • Test development server: npm run dev
  • Verify Next.js app loads

Task 1.4: Development Environment Configuration

  • Create docker-compose.yml for future containerization
  • Set up VSCode workspace settings
  • Configure Python linting (Black, pylint)
  • Configure ESLint and Prettier for frontend
  • Create pre-commit hooks
  • Document development setup in README

PHASE 2: Data Layer Setup

Task 2.1: Database Setup

# Backend dependencies
pip install sqlalchemy==2.0.44 alembic==1.16.5 aiosqlite==0.21.0
  • Create backend/models/base.py with SQLAlchemy base
  • Create database models:
    • models/project.py
    • models/document.py
    • models/chat.py
    • models/message.py
    • models/user_settings.py
  • Set up Alembic for migrations
  • Create initial migration
  • Create database initialization script
  • Test database connection and models
  • Create basic CRUD operations

Task 2.2: Vector Store Setup

pip install chromadb==1.1.1
  • Create backend/core/vectorstore.py
  • Initialize ChromaDB client with persistence
  • Create collection management functions
  • Implement vector storage methods
  • Test vector insertion and retrieval
  • Create collection per project logic
  • Implement metadata filtering

Task 2.3: File Storage System

  • Create storage directory structure
  • Implement file upload validation
  • Create document storage service
  • Add file size checking
  • Implement file type validation
  • Create file cleanup utilities
  • Test file upload/download

PHASE 3: LLM Integration

Task 3.1: Ollama Integration

pip install ollama==0.6.0 langchain==0.3.27 langchain-community==0.3.30
  • Create backend/core/llm.py
  • Implement Ollama client wrapper
  • Create model listing endpoint
  • Test basic LLM inference
  • Implement streaming responses
  • Add error handling for Ollama connection
  • Create model switching functionality

Task 3.2: Document Processing Pipeline

pip install pypdf==6.1.1 python-docx==1.2.0 openpyxl==3.1.5 unstructured==0.18.15
  • Create backend/services/document_processor.py
  • Implement PDF processing
  • Implement DOCX processing
  • Implement TXT/MD processing
  • Implement CSV/XLSX processing
  • Create text extraction pipeline
  • Add metadata extraction
  • Test with various file formats

Task 3.3: Embeddings & Chunking

pip install tiktoken==0.12.0
  • Create backend/core/embeddings.py
  • Implement embedding generation using Ollama
  • Create backend/core/chunking.py
  • Implement recursive text splitter
  • Add chunk overlap logic
  • Create chunking strategies per file type
  • Test embedding generation
  • Optimize chunk sizes

PHASE 4: RAG Pipeline

Task 4.1: RAG Core Implementation

  • Create backend/core/rag_pipeline.py
  • Implement retrieval logic
  • Create prompt templates
  • Build context injection
  • Implement source tracking
  • Add relevance scoring
  • Create response generation
  • Test end-to-end RAG flow

Task 4.2: Chat Service

  • Create backend/services/chat_service.py
  • Implement conversation management
  • Add message history handling
  • Create context window management
  • Implement conversation memory
  • Add response streaming
  • Test chat functionality

Task 4.3: API Endpoints - Core

  • Create backend/api/routes/chat.py
  • Implement POST /api/chats/{id}/messages
  • Implement GET /api/chats/{id}
  • Create backend/api/routes/documents.py
  • Implement POST /api/projects/{id}/documents
  • Implement document processing endpoint
  • Add error handling middleware
  • Test all endpoints with Postman/curl

PHASE 5: Project Management System

Task 5.1: Project Service Implementation

  • Create backend/services/project_service.py
  • Implement project CRUD operations
  • Add project-document associations
  • Create project isolation logic
  • Implement project settings management
  • Add project export functionality
  • Create project import functionality
  • Implement project folder management (open/browse project directories)
  • Create API routes for all project endpoints
  • Write comprehensive tests for project service

Task 5.2: Project API Endpoints

  • Create backend/api/routes/projects.py
  • Implement GET /api/projects
  • Implement POST /api/projects
  • Implement GET /api/projects/{id}
  • Implement PUT /api/projects/{id}
  • Implement DELETE /api/projects/{id}
  • Add project switching logic
  • Test project isolation

Task 5.3: Document Management Enhancement

  • Link documents to projects
  • Implement document listing per project
  • Add document deletion
  • Create document metadata updates
  • Implement bulk operations
  • Add document search within project
  • Test document-project relationship

PHASE 6: Frontend Foundation

Task 6.1: UI Component Library Setup

npx shadcn-ui@latest init
npx shadcn-ui@latest add button card dialog form input label select textarea toast
npm install lucide-react framer-motion
  • Configure shadcn/ui
  • Set up Tailwind CSS properly
  • Create theme configuration
  • Set up global styles
  • Create layout components
  • Implement dark mode toggle
  • Test component rendering

Task 6.2: State Management Setup

npm install zustand @tanstack/react-query socket.io-client
  • Create frontend/stores/chatStore.ts
  • Create frontend/stores/projectStore.ts
  • Create frontend/stores/documentStore.ts
  • Set up React Query provider
  • Create API client wrapper
  • Implement error handling
  • Set up WebSocket client

Task 6.3: Layout & Navigation

  • Create frontend/components/layout/Header.tsx
  • Create frontend/components/layout/Sidebar.tsx
  • Create frontend/components/layout/Footer.tsx
  • Implement responsive navigation
  • Add project switcher
  • Create breadcrumb navigation
  • Test responsive design

PHASE 7: Frontend Core Features

Task 7.1: Project Management UI

  • Create frontend/app/projects/page.tsx
  • Create frontend/components/projects/ProjectList.tsx
  • Create frontend/components/projects/ProjectCreate.tsx
  • Create frontend/components/projects/ProjectCard.tsx
  • Implement project CRUD UI
  • Add project settings modal
  • Create project deletion confirmation
  • Test project management flow

Task 7.2: Document Management UI

npm install react-dropzone
  • Create frontend/components/documents/DocumentUpload.tsx
  • Create frontend/components/documents/DocumentList.tsx
  • Create frontend/components/documents/DocumentCard.tsx
  • Implement drag-and-drop upload
  • Add upload progress indicators
  • Create document preview
  • Implement bulk upload
  • Test file upload with various formats

Task 7.3: Chat Interface Foundation

  • Create frontend/app/chat/[projectId]/page.tsx
  • Create frontend/components/chat/ChatInterface.tsx
  • Create frontend/components/chat/MessageList.tsx
  • Create frontend/components/chat/MessageInput.tsx
  • Create frontend/components/chat/Message.tsx
  • Implement basic message display
  • Add message input handling
  • Test basic chat UI

PHASE 8: Real-time Features

Task 8.1: WebSocket Implementation - Backend

pip install python-socketio==5.14.2 python-multipart==0.0.20
  • Create backend/api/websocket/chat_ws.py
  • Implement WebSocket connection handling
  • Add streaming response support
  • Create room management for projects
  • Implement connection authentication
  • Add error handling for disconnections
  • Test WebSocket connections

Task 8.2: WebSocket Integration - Frontend

  • Create frontend/lib/websocket.ts
  • Implement WebSocket connection manager
  • Add auto-reconnection logic
  • Create streaming message handler
  • Implement connection status indicator
  • Add real-time typing indicators
  • Test streaming responses

Task 8.3: Live Updates

  • Implement live document processing status
  • Add real-time chat updates
  • Create notification system
  • Implement progress bars for operations
  • Add connection status UI
  • Test real-time features
  • Handle offline scenarios

PHASE 9: Advanced Features

Task 9.1: Source Attribution

npm install react-markdown react-syntax-highlighter
  • Create frontend/components/chat/SourceReferences.tsx
  • Implement source linking in responses
  • Add source preview modal
  • Create citation formatting
  • Implement source highlighting
  • Add "jump to source" functionality
  • Test source attribution accuracy

Task 9.2: Chat History & Management

  • Implement chat history persistence
  • Create chat listing UI
  • Add chat search functionality
  • Implement chat deletion
  • Create chat renaming
  • Add chat export (MD, JSON)
  • Test chat management features

Task 9.3: Search & Filtering

  • Create advanced search UI
  • Implement document filtering
  • Add date range filters
  • Create file type filters
  • Implement semantic search UI
  • Add search history
  • Test search functionality

PHASE 10: External Integrations

Task 10.1: Google Drive Integration - Backend

pip install google-api-python-client==2.184.0 google-auth-httplib2==0.2.0 google-auth-oauthlib==1.2.2
  • Create backend/services/google_drive.py
  • Implement OAuth2 flow
  • Create file listing endpoint
  • Implement file import functionality
  • Add permission handling
  • Create sync mechanism
  • Test Google Drive integration

Task 10.2: Google Drive Integration - Frontend

  • Create integration settings page
  • Implement OAuth connection UI
  • Create file browser for Google Drive
  • Add import selection UI
  • Implement sync status display
  • Add disconnect functionality
  • Test complete integration flow

Task 10.3: Integration Management

  • Create backend/api/routes/integrations.py
  • Implement integration status endpoints
  • Add integration settings storage
  • Create activity logging
  • Implement error recovery
  • Add rate limiting
  • Test integration resilience

PHASE 11: Authentication & Security

Task 11.1: Authentication System

pip install python-jose[cryptography]==3.3.0 passlib[bcrypt]==1.7.4
  • Create backend/api/routes/auth.py
  • Implement JWT token generation
  • Create login endpoint
  • Add session management
  • Implement refresh tokens
  • Create middleware for auth
  • Test authentication flow

Task 11.2: Security Enhancements

  • Implement input sanitization
  • Add rate limiting middleware
  • Create CORS configuration
  • Implement file type validation
  • Add SQL injection prevention
  • Create security headers
  • Test security measures

Task 11.3: Frontend Authentication

npm install js-cookie axios-auth-refresh
  • Create login page
  • Implement auth context
  • Add protected routes
  • Create auth interceptors
  • Implement token refresh
  • Add logout functionality
  • Test auth flow end-to-end

PHASE 12: Performance Optimization

Task 12.1: Backend Optimization

pip install redis==5.0.1 aiocache==0.12.2
  • Implement caching layer
  • Optimize database queries
  • Add connection pooling
  • Implement batch processing
  • Optimize chunking strategy
  • Add async operations
  • Profile and benchmark

Task 12.2: Frontend Optimization

npm install @tanstack/react-virtual react-intersection-observer
  • Implement lazy loading
  • Add virtual scrolling for lists
  • Optimize bundle size
  • Implement code splitting
  • Add image optimization
  • Create loading skeletons
  • Test performance metrics

Task 12.3: RAG Optimization

  • Optimize retrieval algorithms
  • Implement hybrid search
  • Add result caching
  • Optimize prompt templates
  • Implement parallel processing
  • Add batch embeddings
  • Test RAG performance

PHASE 13: User Experience Polish

Task 13.1: UI/UX Improvements

  • Add loading states everywhere
  • Implement error boundaries
  • Create empty states
  • Add tooltips and hints
  • Implement keyboard shortcuts
  • Create onboarding tour
  • Add animations and transitions
  • Test UX flows

Task 13.2: Accessibility

  • Add ARIA labels
  • Implement keyboard navigation
  • Ensure color contrast compliance
  • Add screen reader support
  • Create focus management
  • Implement skip links
  • Test with accessibility tools

Task 13.3: Responsive Design

  • Test on mobile devices
  • Optimize touch interactions
  • Create mobile-specific layouts
  • Implement responsive tables
  • Add mobile navigation
  • Test on various screen sizes
  • Fix responsive issues

PHASE 14: Testing & Quality Assurance

Task 14.1: Backend Testing

pip install pytest==8.4.2 pytest-asyncio==1.2.0 pytest-cov==7.0.0
  • Write unit tests for services
  • Create integration tests for API
  • Test database operations
  • Test file processing
  • Test RAG pipeline
  • Implement test fixtures
  • Achieve 80% coverage

Task 14.2: Frontend Testing

npm install -D jest @testing-library/react @testing-library/jest-dom @testing-library/user-event
  • Write component unit tests
  • Create integration tests
  • Test state management
  • Test API interactions
  • Implement E2E tests
  • Test error scenarios
  • Achieve good coverage

Task 14.3: End-to-End Testing

npm install -D playwright @playwright/test
  • Create E2E test scenarios
  • Test complete user flows
  • Test file upload flows
  • Test chat interactions
  • Test project management
  • Test error recovery
  • Automate test runs

PHASE 15: Documentation

Task 15.1: Code Documentation

  • Add docstrings to all Python functions
  • Add JSDoc comments to TypeScript
  • Create inline code comments
  • Document complex algorithms
  • Create architecture diagrams
  • Document design decisions
  • Update ABOUT.md if needed

Task 15.2: API Documentation

# FastAPI automatically generates OpenAPI docs
  • Review auto-generated docs
  • Add endpoint descriptions
  • Document request/response schemas
  • Create API usage examples
  • Document error codes
  • Create Postman collection
  • Test all documented endpoints

Task 15.3: User Documentation

  • Create user guide
  • Write installation instructions
  • Create configuration guide
  • Document troubleshooting steps
  • Create FAQ section
  • Add screenshots/videos
  • Create quick start guide

PHASE 16: Deployment Preparation

Task 16.1: Environment Configuration

  • Create production .env template
  • Set up environment validation
  • Create deployment scripts
  • Configure logging
  • Set up monitoring
  • Create backup scripts
  • Document deployment process

Task 16.2: Containerization

# Docker setup
  • Create backend Dockerfile
  • Create frontend Dockerfile
  • Update docker-compose.yml
  • Create .dockerignore files
  • Test container builds
  • Optimize image sizes
  • Test containerized app

Task 16.3: Production Build

  • Create production build scripts
  • Optimize backend for production
  • Build frontend for production
  • Minify and compress assets
  • Set up static file serving
  • Configure production database
  • Test production build

PHASE 17: Final Testing & Bug Fixes

Task 17.1: System Testing

  • Perform full system test
  • Test with large datasets
  • Test concurrent users
  • Test error recovery
  • Test backup/restore
  • Test all integrations
  • Document found issues

Task 17.2: Bug Fixing

  • Fix critical bugs
  • Fix major bugs
  • Fix minor bugs
  • Fix UI/UX issues
  • Fix performance issues
  • Retest fixed issues
  • Update documentation

Task 17.3: Performance Validation

  • Benchmark API endpoints
  • Test with 1000+ documents
  • Measure response times
  • Check memory usage
  • Validate file size limits
  • Test concurrent operations
  • Document performance metrics

PHASE 18: Release Preparation

Task 18.1: Final Checklist

  • All tests passing
  • Documentation complete
  • Security review done
  • Performance targets met
  • Error handling complete
  • Logging configured
  • Backup system tested

Task 18.2: Release Package

  • Create release notes
  • Tag version in Git
  • Create installation package
  • Prepare deployment guide
  • Create upgrade instructions
  • Package all documentation
  • Create support resources

Task 18.3: Post-Release Planning

  • Create maintenance plan
  • Set up issue tracking
  • Plan feature roadmap
  • Create feedback collection
  • Plan update schedule
  • Document known limitations
  • Prepare support documentation

Continuous Tasks (Throughout Development)

Code Quality

  • Regular code reviews
  • Maintain consistent style
  • Refactor when needed
  • Keep dependencies updated
  • Monitor security advisories
  • Regular commits to Git

Testing

  • Test after each feature
  • Regression testing
  • Cross-browser testing
  • Performance monitoring
  • Security testing
  • User acceptance testing

Documentation

  • Update README regularly
  • Document new features
  • Keep API docs current
  • Update configuration docs
  • Maintain changelog
  • Document decisions

Success Criteria Checklist

Functional Requirements

  • All file formats supported
  • RAG pipeline working
  • Project management functional
  • Chat history persisted
  • Source attribution working
  • Google Drive integration complete
  • Export features working

Non-Functional Requirements

  • Response time < 2 seconds
  • Support 1000+ documents
  • Handle 10+ concurrent users
  • 99% uptime locally
  • No data loss
  • Secure file handling
  • Responsive UI

Quality Metrics

  • Code coverage > 80%
  • No critical bugs
  • Documentation complete
  • All tests passing
  • Performance targets met
  • Security review passed
  • User feedback positive

Notes for Implementation

  1. Dependencies: Always create a virtual environment and track dependencies
  2. Version Control: Commit after completing each task
  3. Testing: Test each component before moving to the next
  4. Documentation: Document as you build
  5. Iteration: Some tasks may need revisiting based on testing
  6. Flexibility: Adjust timeline based on complexity encountered
  7. AI Assistance: Use Gemini Code Assist and Claude Code for complex tasks
  8. Code Quality: Run linters and formatters regularly
  9. Backup: Regular backups of code and test data
  10. Communication: Document blockers and decisions made

Emergency Rollback Plan

If critical issues arise:

  1. Git revert to last stable commit
  2. Restore database from backup
  3. Clear vector store and re-index
  4. Restart all services
  5. Run smoke tests
  6. Document issue for fix

Completion Confirmation

When all tasks are complete:

  • All checkboxes marked
  • Final system test passed
  • Documentation reviewed
  • Release package created
  • Deployment successful
  • User guide published
  • Project marked complete