Migration Projects

Track system migrations, technology upgrades, and data migrations with spectryn.

Migration Epic Template

markdown

# 🔄 Database Migration: PostgreSQL to CockroachDB

> **Epic: Migrate primary database for horizontal scalability**

---

## Epic Summary

| Field | Value |
|-------|-------|
| **Epic Name** | PostgreSQL to CockroachDB Migration |
| **Status** | 🔄 In Progress |
| **Priority** | 🔴 Critical |
| **Start Date** | January 2025 |
| **Target Date** | March 2025 |
| **Risk Level** | High |

### Summary

Migrate our primary PostgreSQL database to CockroachDB to achieve 
horizontal scalability and multi-region deployment capabilities.

### Migration Phases

1. **Preparation** - Schema analysis, compatibility testing
2. **Development** - Code changes, ORM updates
3. **Testing** - Performance, data integrity verification
4. **Migration** - Data sync, cutover
5. **Validation** - Post-migration verification

### Rollback Plan

- Keep PostgreSQL in read-only mode for 2 weeks post-migration
- Automated rollback script prepared
- Data sync bidirectional during transition period

---

## Phase 1: Preparation

---

### 🔧 US-001: Schema Compatibility Analysis

| Field | Value |
|-------|-------|
| **Story Points** | 5 |
| **Priority** | 🔴 Critical |
| **Status** | ✅ Done |
| **Phase** | Preparation |

#### Description

**As a** database engineer
**I want** to analyze PostgreSQL schema for CockroachDB compatibility
**So that** we identify required changes before development

#### Acceptance Criteria

- [x] All tables analyzed for compatibility
- [x] Incompatible features documented
- [x] Migration complexity estimated
- [x] Report shared with team

#### Subtasks

| # | Subtask | Description | SP | Status |
|---|---------|-------------|:--:|--------|
| 1 | Export schema | pg_dump schema only | 1 | ✅ Done |
| 2 | Run compatibility tool | CockroachDB migration tool | 1 | ✅ Done |
| 3 | Document findings | Create compatibility report | 2 | ✅ Done |
| 4 | Estimate effort | Story point estimates for fixes | 1 | ✅ Done |

---

### 🔧 US-002: Development Environment Setup

| Field | Value |
|-------|-------|
| **Story Points** | 3 |
| **Priority** | 🔴 Critical |
| **Status** | ✅ Done |
| **Phase** | Preparation |

#### Description

**As a** developer
**I want** CockroachDB running locally
**So that** I can develop and test migrations

#### Subtasks

| # | Subtask | Description | SP | Status |
|---|---------|-------------|:--:|--------|
| 1 | Docker compose | Add CockroachDB to docker-compose | 1 | ✅ Done |
| 2 | Seed data | Script to populate test data | 1 | ✅ Done |
| 3 | Documentation | Update README with setup steps | 1 | ✅ Done |

---

## Phase 2: Development

---

### 🔧 US-003: ORM Compatibility Changes

| Field | Value |
|-------|-------|
| **Story Points** | 8 |
| **Priority** | 🔴 Critical |
| **Status** | 🔄 In Progress |
| **Phase** | Development |

#### Description

**As a** backend developer
**I want** ORM queries updated for CockroachDB
**So that** the application works with the new database

#### Acceptance Criteria

- [ ] All raw SQL queries reviewed
- [ ] Incompatible queries rewritten
- [ ] Transaction retry logic added
- [ ] All tests pass with CockroachDB

#### Subtasks

| # | Subtask | Description | SP | Status |
|---|---------|-------------|:--:|--------|
| 1 | Audit raw queries | Find all raw SQL in codebase | 1 | ✅ Done |
| 2 | Fix SERIAL to UUID | Replace auto-increment with UUID | 2 | ✅ Done |
| 3 | Add retry logic | Handle transaction conflicts | 2 | 🔄 In Progress |
| 4 | Update migrations | Alembic migration compatibility | 2 | 📋 Planned |
| 5 | Integration tests | Test suite with CockroachDB | 1 | 📋 Planned |

---

### 🔧 US-004: Schema Migrations

| Field | Value |
|-------|-------|
| **Story Points** | 5 |
| **Priority** | 🟡 High |
| **Status** | 📋 Planned |
| **Phase** | Development |

#### Description

**As a** database engineer
**I want** schema migration scripts ready
**So that** we can migrate the database structure

#### Subtasks

| # | Subtask | Description | SP | Status |
|---|---------|-------------|:--:|--------|
| 1 | Create migration script | SQL to create all tables | 2 | 📋 Planned |
| 2 | Index optimization | Optimize indexes for CockroachDB | 1 | 📋 Planned |
| 3 | Foreign key review | Ensure FK constraints work | 1 | 📋 Planned |
| 4 | Test on staging | Run migration on staging DB | 1 | 📋 Planned |

---

## Phase 3: Testing

---

### 🧪 US-005: Performance Testing

| Field | Value |
|-------|-------|
| **Story Points** | 5 |
| **Priority** | 🔴 Critical |
| **Status** | 📋 Planned |
| **Phase** | Testing |

#### Description

**As a** performance engineer
**I want** to benchmark CockroachDB performance
**So that** we ensure acceptable response times

#### Acceptance Criteria

- [ ] Load test with production-like traffic
- [ ] Query performance within 2x of PostgreSQL
- [ ] No degradation under concurrent load
- [ ] Report with recommendations

#### Subtasks

| # | Subtask | Description | SP | Status |
|---|---------|-------------|:--:|--------|
| 1 | Setup k6 tests | Load testing scripts | 1 | 📋 Planned |
| 2 | Baseline PostgreSQL | Benchmark current performance | 1 | 📋 Planned |
| 3 | Benchmark CockroachDB | Run same tests on CRDB | 1 | 📋 Planned |
| 4 | Analyze & optimize | Tune queries if needed | 2 | 📋 Planned |

---

### 🧪 US-006: Data Integrity Verification

| Field | Value |
|-------|-------|
| **Story Points** | 3 |
| **Priority** | 🔴 Critical |
| **Status** | 📋 Planned |
| **Phase** | Testing |

#### Description

**As a** QA engineer
**I want** to verify data integrity after migration
**So that** we confirm no data loss or corruption

#### Subtasks

| # | Subtask | Description | SP | Status |
|---|---------|-------------|:--:|--------|
| 1 | Row count verification | Compare table counts | 1 | 📋 Planned |
| 2 | Checksum validation | Hash comparison on key tables | 1 | 📋 Planned |
| 3 | Sample data review | Manual spot checks | 1 | 📋 Planned |

---

## Phase 4: Migration

---

### 🚀 US-007: Data Migration Execution

| Field | Value |
|-------|-------|
| **Story Points** | 8 |
| **Priority** | 🔴 Critical |
| **Status** | 📋 Planned |
| **Phase** | Migration |

#### Description

**As a** database engineer
**I want** to execute the production data migration
**So that** we complete the database transition

#### Acceptance Criteria

- [ ] Migration window scheduled
- [ ] All stakeholders notified
- [ ] Runbook prepared and tested
- [ ] Rollback procedure verified
- [ ] Post-migration checks pass

#### Subtasks

| # | Subtask | Description | SP | Status |
|---|---------|-------------|:--:|--------|
| 1 | Final data sync | Sync latest data to CRDB | 2 | 📋 Planned |
| 2 | Application cutover | Switch connection strings | 1 | 📋 Planned |
| 3 | Smoke tests | Verify critical paths | 2 | 📋 Planned |
| 4 | Monitor | Watch metrics for 24 hours | 2 | 📋 Planned |
| 5 | Communication | Update stakeholders | 1 | 📋 Planned |

---

## Risks & Mitigations

| Risk | Impact | Mitigation |
|------|--------|------------|
| Data loss during migration | Critical | Dual-write during transition |
| Performance regression | High | Extensive load testing |
| Application bugs | High | Feature flags for rollback |
| Extended downtime | Medium | Practice runbook in staging |

---

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Sync Commands for Migration

bash

# Initial sync when planning starts
spectryn -m migrations/postgres-to-crdb.md -e INFRA-100 -x

# Update as phases complete
spectryn -m migrations/postgres-to-crdb.md -e INFRA-100 -x --phase statuses

# Export for stakeholder reports
spectryn -m migrations/postgres-to-crdb.md -e INFRA-100 --export migration-status.json

Migration Tracking Dashboard

Create a script to generate migration status:

bash

#!/bin/bash
# migration-status.sh

spectryn -m migrations/postgres-to-crdb.md -e INFRA-100 --output json | jq '
{
  epic: .epic_key,
  phases: [
    {name: "Preparation", complete: (.stories | map(select(.phase == "Preparation" and .status == "done")) | length), total: (.stories | map(select(.phase == "Preparation")) | length)},
    {name: "Development", complete: (.stories | map(select(.phase == "Development" and .status == "done")) | length), total: (.stories | map(select(.phase == "Development")) | length)},
    {name: "Testing", complete: (.stories | map(select(.phase == "Testing" and .status == "done")) | length), total: (.stories | map(select(.phase == "Testing")) | length)},
    {name: "Migration", complete: (.stories | map(select(.phase == "Migration" and .status == "done")) | length), total: (.stories | map(select(.phase == "Migration")) | length)}
  ],
  overall: {
    complete: (.stories | map(select(.status == "done")) | length),
    total: (.stories | length)
  }
}
'

Tips

Migration Best Practices

Always have a rollback plan
Test migrations in staging first
Document every step in the runbook
Communicate timeline to stakeholders

Version Control

Keep migration docs in Git
Tag completed phases
Review changes in PRs before sync

Migration Projects ​

Migration Epic Template ​

Sync Commands for Migration ​

Migration Tracking Dashboard ​

Tips ​

Migration Projects

Migration Epic Template

Sync Commands for Migration

Migration Tracking Dashboard

Tips