Overview (+6)

Overview

Following DEC-003 (Modular Architecture Decision, 2025-07-27), the system is organized into three independent modules to support gradual feature adoption and independent development cycles.

Module Structure

Module 1: Invoice Automation

• Purpose: Automated invoice generation and delivery
• Scope: Template processing, data merging, PDF generation, email delivery
• Entry Point: aceengineer_admin.invoice:main
• CLI Command: invoice-gen
• Dependencies: python-docx, jinja2, plotly (invoice charts)
• Output: PDF invoices in /reports/invoices/
• Adoption Phase: Phase 1 (Weeks 1-2) - 80% time savings

Module 2: Tax Preparation

See sub-skills for full details.

Module Independence

Each module:

• Can be used independently (invoice-gen works without tax-prep)
• Has its own CLI command
• Produces standalone outputs
• Has dedicated configuration section
• Has independent test suite

Gradual Adoption Path

Phase 1: Invoice Automation (Weeks 1-2)

• Immediate 80% time savings on monthly billing
• No dependency on other modules

Phase 2: Tax Preparation (Weeks 3-4)

• Eliminate manual expense categorization
• Can be adopted without invoice automation

Phase 3: Tax Filing (Weeks 5-8)

• Streamlined annual compliance
• Works with tax prep module or standalone

Users can adopt modules in any order based on business priorities.

CLI Commands

# Module 1: Invoice Automation
invoice-gen --client ACMA --month 2025-01 --template monthly
invoice-gen --all-clients --month 2025-01 --email

# Module 2: Tax Preparation
tax-prep --year 2024 --type federal
tax-prep --year 2024 --expense-report --validate

# Module 3: Tax Filing
tax-file --year 2024 --form 1120
tax-file --year 2024 --form k1 --shareholder all

Directory Organization

src/aceengineer_admin/
├── invoice/           # Module 1: Invoice Automation
│   ├── __init__.py
│   ├── __main__.py    # CLI entry point
│   ├── generator.py   # Invoice generation logic
│   ├── templates.py   # Template processing
│   └── config.py      # Invoice config
├── tax_prep/          # Module 2: Tax Preparation
│   ├── __init__.py

*See sub-skills for full details.*

## Testing Strategy


- **Unit Tests:** 80% coverage minimum per module, 95% for critical modules
- **Integration Tests:** Cross-module workflows (tax prep → tax filing)
- **CLI Tests:** Command-line interface validation
- **Independence Tests:** Each module testable in isolation with mocks

decisions.md: