major-domo-database/PRODUCTION_MIGRATION_CHECKLIST.md

Production Migration Checklist

🎯 Pre-Migration Requirements

ALL items must be completed before production migration

✅ Testing Validation

• 100% sandbox migration success - All tables migrated without errors
• Data integrity verified - Record counts match exactly between SQLite/PostgreSQL
• Performance acceptable - Migration completes within maintenance window
• Rollback tested - Confirmed ability to revert to SQLite if needed
• Team sign-off - Technical and business stakeholders approve migration

✅ Infrastructure Readiness

• PostgreSQL server provisioned - Production hardware/cloud resources ready
• Backup systems configured - Automated backups for PostgreSQL
• Monitoring enabled - Database performance and health monitoring
• Security hardened - Access controls, encryption, firewall rules
• Network connectivity - Application servers can reach PostgreSQL

✅ Application Readiness

• Environment variables updated - DATABASE_TYPE=postgresql in production
• Connection pooling configured - Appropriate pool sizes for PostgreSQL
• Dependencies updated - psycopg2-binary installed in production
• Query compatibility verified - All LIKE queries use ILIKE where needed
• Error handling updated - PostgreSQL-specific error codes handled

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🚀 Migration Day Execution Plan

Phase 1: Pre-Migration (T-2 hours)

• Notify stakeholders - Send migration start notification
• Application maintenance mode - Put application in read-only mode
• Final SQLite backup - Create point-in-time backup
• PostgreSQL preparation - Ensure target database is ready
• Team assembly - All migration team members available

Phase 2: Data Migration (T-0 to T+X)

• Start migration script - Begin migrate_to_postgres.py
• Monitor progress - Track migration status and performance
• Handle issues - Apply pre-tested fixes for any problems
• Validate data integrity - Run validate_migration.py
• Performance verification - Test key application queries

Phase 3: Application Cutover (T+X to T+Y)

• Update environment variables - Switch to PostgreSQL
• Restart application services - Deploy with PostgreSQL configuration
• Connection testing - Verify application connects successfully
• Functional testing - Test critical user workflows
• Performance monitoring - Watch for performance issues

Phase 4: Go-Live Verification (T+Y to T+Z)

• Remove maintenance mode - Enable full application access
• User acceptance testing - Key users verify functionality
• Performance monitoring - Monitor system under user load
• Data consistency checks - Ongoing validation of data integrity
• Issue escalation - Address any problems immediately

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🔄 Rollback Procedures

Immediate Rollback Triggers

• Data corruption detected - Any indication of data loss or corruption
• Performance degradation > 5x - Unacceptable application performance
• Critical functionality broken - Core features not working
• Security concerns - Any security-related issues discovered
• Team consensus - Migration team agrees rollback is necessary

Rollback Execution (Emergency)

# 1. Immediate application switch
export DATABASE_TYPE=sqlite
systemctl restart application

# 2. Verify SQLite connectivity
python test_sqlite_connection.py

# 3. Notify stakeholders
send_rollback_notification.sh

# 4. Document issues
echo "Rollback executed at $(date): $(reason)" >> rollback_log.md

Post-Rollback Actions

• Root cause analysis - Identify what went wrong
• Issue documentation - Update migration issues tracker
• Fix development - Address problems in sandbox
• Retest thoroughly - Validate fixes before retry
• Stakeholder communication - Explain rollback and next steps

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📊 Success Criteria

Quantitative Metrics

• Migration time: < 4 hours total
• Data accuracy: 100% record count match
• Query performance: < 2x SQLite response times
• Downtime: < 1 hour application unavailability
• Error rate: 0 critical errors during migration

Qualitative Indicators

• User experience: No degradation in functionality
• System stability: No crashes or instability
• Team confidence: High confidence in system reliability
• Monitoring clean: No critical alerts or warnings
• Documentation current: All procedures documented

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🔧 Emergency Contacts

Technical Team

• Database Admin: [contact] - PostgreSQL expertise
• Application Lead: [contact] - Application configuration
• DevOps Engineer: [contact] - Infrastructure support
• QA Lead: [contact] - Testing and validation

Business Team

• Product Owner: [contact] - Business impact decisions
• Operations Manager: [contact] - User communication
• Security Officer: [contact] - Security concerns
• Compliance Lead: [contact] - Regulatory requirements

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📋 Pre-Flight Checklist (Final 24 Hours)

Technical Verification

• Sandbox migration - Final successful test run completed
• Production database - PostgreSQL server health verified
• Backup systems - All backup procedures tested
• Monitoring dashboards - All alerts and monitors active
• Rollback plan - Tested and verified within 2 hours

Operational Readiness

• Team availability - All key personnel confirmed available
• Communication plan - Stakeholder notifications prepared
• Change control - All approvals and documentation complete
• Risk assessment - Mitigation strategies for known risks
• Go/No-Go decision - Final stakeholder approval received

Documentation Current

• Migration procedures - Step-by-step instructions updated
• Troubleshooting guides - Known issues and solutions documented
• Contact information - All emergency contacts verified
• Rollback procedures - Clear instructions for reverting changes
• Post-migration tasks - Cleanup and optimization steps defined

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📈 Post-Migration Activities

Immediate (24 hours)

• Performance monitoring - Watch system metrics closely
• User feedback collection - Gather user experience reports
• Data validation - Ongoing verification of data integrity
• Issue tracking - Document any problems discovered
• Team debrief - Capture lessons learned

Short-term (1 week)

• Performance optimization - Tune PostgreSQL configuration
• Index optimization - Create additional indexes if needed
• Monitoring refinement - Adjust alert thresholds
• Documentation updates - Update operational procedures
• Training completion - Ensure team is trained on PostgreSQL

Long-term (1 month)

• SQLite decommission - Remove old SQLite infrastructure
• Backup verification - Validate PostgreSQL backup/restore
• Performance baseline - Establish new performance standards
• Security audit - Complete security review of new system
• Success metrics - Measure and report migration success

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🎯 Final Authorization

Sign-off Required

• Database Administrator: _________________ Date: _________
• Application Lead: _________________ Date: _________
• DevOps Engineer: _________________ Date: _________
• QA Lead: _________________ Date: _________
• Product Owner: _________________ Date: _________
• Security Officer: _________________ Date: _________

Migration Approval

Authorized to proceed with production migration: YES / NO

Authorized by: _________________ Date: _________ Time: _________

Migration window: Start: _________ End: _________

Rollback deadline: _________

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This checklist ensures systematic, safe migration to production with clear success criteria and rollback procedures.