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hmac-file-server/STABILITY_AUDIT_PLAN.md

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# HMAC File Server 3.2 - Stability & Reliability Audit Plan
## 🎯 Objective
Comprehensive code audit focused on **STABILITY** and **RELIABILITY** without rewriting core functions. Identify potential issues that could cause crashes, data loss, memory leaks, race conditions, or degraded performance.
---
## 📋 Audit Categories
### 1. **CONCURRENCY & THREAD SAFETY** 🔄
**Priority: CRITICAL**
#### Areas to Check:
- [ ] **Mutex Usage Patterns**
- `confMutex` (main.go:332) - Global config protection
- `spilloverMutex` (queue_resilience.go:18) - Queue operations
- `healthMutex` (queue_resilience.go:40) - Health monitoring
- `logMu` (main.go:378) - Logging synchronization
#### Specific Checks:
- [ ] **Lock Ordering** - Prevent deadlocks between multiple mutexes
- [ ] **Lock Duration** - Ensure locks aren't held too long
- [ ] **Read vs Write Locks** - Verify appropriate RWMutex usage
- [ ] **Defer Patterns** - Check all `defer mutex.Unlock()` calls
- [ ] **Channel Operations** - Network event channels, upload queues
- [ ] **Goroutine Lifecycle** - Worker pools, monitoring routines
#### Files to Audit:
- `main.go` (lines around 300, 332, 378, 822)
- `queue_resilience.go` (mutex operations throughout)
- `network_resilience.go` (concurrent monitoring)
- `upload_session.go` (session management)
---
### 2. **ERROR HANDLING & RECOVERY** ⚠️
**Priority: HIGH**
#### Areas to Check:
- [ ] **Fatal Error Conditions** - Review all `log.Fatal*` calls
- [ ] **Panic Recovery** - Missing recover() handlers
- [ ] **Error Propagation** - Proper error bubbling up
- [ ] **Resource Cleanup** - Ensure cleanup on errors
- [ ] **Graceful Degradation** - Fallback mechanisms
#### Critical Fatal Points:
- `main.go:572` - Config creation failure
- `main.go:577` - Configuration load failure
- `main.go:585` - Validation failure
- `main.go:625` - Configuration errors
- `main.go:680` - PID file errors
- `helpers.go:97` - MinFreeBytes parsing
- `helpers.go:117` - TTL configuration
#### Error Patterns to Check:
- [ ] Database connection failures
- [ ] File system errors (disk full, permissions)
- [ ] Network timeouts and failures
- [ ] Memory allocation failures
- [ ] Configuration reload errors
---
### 3. **RESOURCE MANAGEMENT** 💾
**Priority: HIGH**
#### Areas to Check:
- [ ] **File Handle Management**
- Verify all `defer file.Close()` calls
- Check for file handle leaks
- Monitor temp file cleanup
- [ ] **Memory Management**
- Buffer pool usage (`bufferPool` in main.go:363)
- Large file upload handling
- Memory leak patterns in long-running operations
- [ ] **Network Connections**
- HTTP connection pooling
- Client session tracking
- Connection timeout handling
- [ ] **Goroutine Management**
- Worker pool lifecycle
- Background task cleanup
- WaitGroup usage patterns
#### Files to Focus:
- `main.go` (buffer pools, file operations)
- `helpers.go` (file operations, defer patterns)
- `upload_session.go` (session cleanup)
- `adaptive_io.go` (large file handling)
---
### 4. **CONFIGURATION & INITIALIZATION** ⚙️
**Priority: MEDIUM**
#### Areas to Check:
- [ ] **Default Values** - Ensure safe defaults
- [ ] **Validation Logic** - Prevent invalid configurations
- [ ] **Runtime Reconfiguration** - Hot reload safety
- [ ] **Missing Required Fields** - Graceful handling
- [ ] **Type Safety** - String to numeric conversions
#### Configuration Files:
- `config_simplified.go` - Default generation
- `config_validator.go` - Validation rules
- `config_test_scenarios.go` - Edge cases
#### Validation Points:
- Network timeouts and limits
- File size restrictions
- Path validation and sanitization
- Security parameter validation
---
### 5. **NETWORK RESILIENCE STABILITY** 🌐
**Priority: HIGH** (Recently added features)
#### Areas to Check:
- [ ] **Network Monitoring Loops** - Prevent infinite loops
- [ ] **Interface Detection** - Handle missing interfaces gracefully
- [ ] **Quality Metrics** - Prevent division by zero
- [ ] **State Transitions** - Ensure atomic state changes
- [ ] **Timer Management** - Prevent timer leaks
#### Files to Audit:
- `network_resilience.go` - Core network monitoring
- `client_network_handler.go` - Client session tracking
- `integration.go` - System integration points
#### Specific Concerns:
- Network interface enumeration failures
- RTT measurement edge cases
- Quality threshold calculations
- Predictive switching logic
---
### 6. **UPLOAD PROCESSING STABILITY** 📤
**Priority: HIGH**
#### Areas to Check:
- [ ] **Chunked Upload Sessions** - Session state consistency
- [ ] **File Assembly** - Partial upload handling
- [ ] **Temporary File Management** - Cleanup on failures
- [ ] **Concurrent Uploads** - Rate limiting effectiveness
- [ ] **Storage Quota Enforcement** - Disk space checks
#### Files to Audit:
- `chunked_upload_handler.go` - Session management
- `upload_session.go` - State tracking
- `main.go` - Core upload logic
- `helpers.go` - File operations
#### Edge Cases:
- Disk full during upload
- Network interruption mid-upload
- Client disconnect scenarios
- Large file timeout handling
---
### 7. **LOGGING & MONITORING RELIABILITY** 📊
**Priority: MEDIUM**
#### Areas to Check:
- [ ] **Log File Rotation** - Prevent disk space issues
- [ ] **Metrics Collection** - Avoid blocking operations
- [ ] **Debug Logging** - Performance impact in production
- [ ] **Log Level Changes** - Runtime safety
- [ ] **Structured Logging** - Consistency and safety
#### Files to Audit:
- `helpers.go` (logging setup)
- `main.go` (debug statements)
- Metrics initialization and collection
---
### 8. **EXTERNAL DEPENDENCIES** 🔗
**Priority: MEDIUM**
#### Areas to Check:
- [ ] **Database Connections** - Connection pooling and timeouts
- [ ] **Redis Integration** - Failure handling
- [ ] **File System Operations** - Permission and space checks
- [ ] **System Calls** - Error handling
- [ ] **Third-party Libraries** - Version compatibility
---
## 🔍 Audit Methodology
### Phase 1: **Static Code Analysis** (2-3 hours)
1. **Concurrency Pattern Review** - Mutex usage, race conditions
2. **Error Handling Audit** - Fatal conditions, recovery patterns
3. **Resource Leak Detection** - File handles, memory, goroutines
4. **Configuration Safety** - Validation and defaults
### Phase 2: **Dynamic Analysis Preparation** (1-2 hours)
1. **Test Scenario Design** - Edge cases and failure modes
2. **Monitoring Setup** - Memory, CPU, file handles
3. **Load Testing Preparation** - Concurrent upload scenarios
4. **Network Failure Simulation** - Interface switching tests
### Phase 3: **Code Pattern Verification** (2-3 hours)
1. **TODO/FIXME Review** - Incomplete implementations
2. **Debug Code Cleanup** - Production-ready logging
3. **Performance Bottleneck Analysis** - Blocking operations
4. **Security Pattern Review** - Input validation, path traversal
---
## 🚨 High-Risk Areas Identified
### 1. **Multiple Fatal Conditions** (main.go)
- Configuration failures cause immediate exit
- No graceful degradation for non-critical failures
### 2. **Complex Mutex Hierarchies** (queue_resilience.go)
- Multiple mutexes could create deadlock scenarios
- Lock duration analysis needed
### 3. **Network Monitoring Loops** (network_resilience.go)
- Background goroutines with complex state management
- Timer and resource cleanup verification needed
### 4. **File Handle Management** (throughout)
- Multiple file operations without centralized tracking
- Temp file cleanup verification needed
### 5. **Buffer Pool Usage** (main.go)
- Memory management in high-concurrency scenarios
- Pool exhaustion handling
---
## 📈 Success Criteria
### ✅ **Stability Improvements**
- No race conditions detected
- Proper resource cleanup verified
- Graceful error handling confirmed
- Memory leak prevention validated
### ✅ **Reliability Enhancements**
- Fault tolerance for external dependencies
- Robust configuration validation
- Comprehensive error recovery
- Production-ready logging
### ✅ **Performance Assurance**
- No blocking operations in critical paths
- Efficient resource utilization
- Proper cleanup and garbage collection
- Scalable concurrency patterns
---
## 🔧 Tools and Techniques
1. **Static Analysis**
- `go vet` - Built-in Go analyzer
- `golangci-lint` - Comprehensive linting
- Manual code review with focus areas
2. **Race Detection**
- `go build -race` - Runtime race detector
- Concurrent test scenarios
3. **Memory Analysis**
- `go tool pprof` - Memory profiling
- Long-running stability tests
4. **Resource Monitoring**
- File handle tracking
- Goroutine leak detection
- Network connection monitoring
---
## 📝 Deliverables
1. **Stability Audit Report** - Detailed findings and recommendations
2. **Code Improvement Patches** - Non-invasive fixes for identified issues
3. **Test Suite Enhancements** - Edge case and failure mode tests
4. **Production Monitoring Guide** - Key metrics and alerts
5. **Deployment Safety Checklist** - Pre-deployment verification steps
---
*This audit plan prioritizes stability and reliability while respecting the core architecture and avoiding rewrites of essential functions.*