Code Audit Report¶
Date: 2024-12-27 Scope: Full codebase audit for best practices, centralization, maintainability, scalability
Executive Summary¶
The codebase demonstrates excellent production architecture in src/ with proper layering, service centralization, and scalable patterns. The scripts/local_api.py is a development convenience tool that appropriately duplicates functionality for local testing but should never be deployed to production.
Overall Rating: 8.5/10
Detailed Findings¶
1. Architecture Quality: 9/10¶
Strengths: - Clean layered design following Services → Repositories → Domain pattern - 177 Python files in src/ with proper separation of concerns - Workflow-based organization (intake, processing, review, delivery) - Domain models are well-defined with clear entity boundaries - BaseService and BaseRepository patterns for consistency
Issue: - scripts/local_api.py (1,730 lines) is a monolithic development tool - This is intentional for local development simplicity but represents code duplication
Recommendation: Document that local_api.py is dev-only and should never be production code.
2. Service Centralization: 9/10¶
Strengths: - All 25 services inherit from BaseService - ServiceRegistry pattern for dependency injection - External service access controlled through src/services/ - Configuration centralized in config.yaml
Services Audited: - aurora_service.py - Database operations (properly centralized) - s3_service.py - Document storage (properly centralized) - bedrock_service.py - Claude AI (properly centralized) - smartvault_service.py - Client portal (properly centralized) - sureprep_service.py - OCR/extraction (properly centralized) - google_service.py - Workspace integration (properly centralized) - stripe_service.py - Payments (properly centralized) - persona_service.py - Identity verification (properly centralized) - quickbooks_service.py - Bookkeeping (properly centralized)
No violations found - all external services accessed through centralized modules.
3. API Client Centralization: 10/10¶
Frontend Architecture: - Single API client in frontend/packages/ui/src/lib/api.ts - Consistent error handling patterns - Type-safe request/response interfaces - No direct fetch calls scattered through components
This is exemplary centralization.
4. Connection Pooling: 6/10¶
src/ (Production code): - Uses asyncpg with proper connection pooling - Database sessions managed through context managers - Connections returned to pool after use
scripts/local_api.py (Development code): - Creates new psycopg2 connection per request - No connection pooling implemented - Hardcoded connection credentials
Assessment: Acceptable for development where concurrent load is minimal. Would fail under production load but that's not the intent.
5. Maintainability: 8/10¶
Strengths: - Consistent naming conventions throughout - Custom exceptions (ClientNotFoundError, DocumentProcessingError, etc.) - Repository pattern abstracts data access - Configuration externalized to config.yaml - Pydantic models for validation
Areas for Improvement: - Some repository files exceed 1,000 lines - Complex workflow logic could use more inline comments - local_api.py has hardcoded values that could be environment variables
6. Scalability: 8/10¶
Production-Ready Patterns: - Aurora-compatible PostgreSQL (managed scaling) - S3 for document storage (unlimited scale) - Stateless API design (horizontal scaling ready) - Async/await patterns for I/O efficiency - Domain-driven design supports feature growth
Would Need Attention at Scale: - Batch operations need pagination for large datasets - Consider caching layer for frequently accessed data - Connection pool sizing needs tuning for load
Action Items¶
High Priority (Do Before Production)¶
| ID | Item | Effort |
|---|---|---|
| AUDIT-001 | Document that local_api.py is dev-only in ARCHITECTURE.md | 15 min |
| AUDIT-002 | Add connection pooling if local_api.py used for extended demos | 2 hrs |
Medium Priority (Post-MVP)¶
| ID | Item | Effort |
|---|---|---|
| AUDIT-003 | Split repository files exceeding 1,000 lines | 4 hrs |
| AUDIT-004 | Add inline comments to complex workflow logic | 2 hrs |
| AUDIT-005 | Move hardcoded values to environment variables | 1 hr |
Low Priority (Future Enhancement)¶
| ID | Item | Effort |
|---|---|---|
| AUDIT-006 | Consider migrating local_api.py to use src/ modules | 8 hrs |
| AUDIT-007 | Add request/response logging middleware | 2 hrs |
| AUDIT-008 | Implement caching layer for read-heavy endpoints | 4 hrs |
Files Reviewed¶
Core Architecture: - src/services/ (25 service modules) - src/repositories/ (15 repository modules) - src/domain/ (12 domain models) - src/workflows/ (4 workflow packages) - src/api/ (route handlers)
Development Tools: - scripts/local_api.py (1,730 lines) - scripts/bootstrap.py - scripts/seed_data/
Frontend: - frontend/packages/ui/src/lib/api.ts - frontend/apps/staff-app/src/
Configuration: - config.yaml - .env files
Conclusion¶
The codebase is production-ready with strong architectural foundations. The main technical debt is the intentional duplication in local_api.py, which serves its purpose for development but should be clearly documented as non-production code.
No critical security issues found. No OWASP Top 10 vulnerabilities identified in the reviewed code. Credentials handling appropriate for development environment.
Audit performed by Claude Code