328 lines
8.8 KiB
Markdown
328 lines
8.8 KiB
Markdown
# Customer Data Migration - Implementation Summary
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## Overview
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A comprehensive customer data migration solution has been implemented to support migrating data from multiple source customer master accounts to a single destination account.
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## Implementation Components
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### 1. Main Migration Script
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**File**: `scripts/migrateCustomerData.js`
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**Key Features**:
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- ✅ Multiple source customer support
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- ✅ Robust conflict detection with abort-by-default behavior
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- ✅ Detailed preview mode showing all changes
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- ✅ Option to convert source customers to admin accounts (kind='2')
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- ✅ Transaction safety using `mongo_enhanced.js`
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- ✅ Complete migration history in JSON format
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- ✅ Conflict merging capability (when explicitly requested)
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**Lines of Code**: ~1,200 lines with comprehensive error handling
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### 2. Documentation Files
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#### README_CUSTOMER_MIGRATION.md
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Complete reference guide covering:
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- Detailed feature descriptions
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- Usage examples
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- Migration process explanation
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- Safety features
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- Troubleshooting guide
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- Best practices
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#### MIGRATION_QUICK_REFERENCE.md
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Quick reference guide with:
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- 6 common migration scenarios
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- Decision tree for choosing approach
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- Conflict resolution strategies
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- Verification steps
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- Validation queries
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- Pre/post migration checklists
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## Technical Architecture
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### Database Collections Affected
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| Collection | Update Type | Field |
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|------------|-------------|-------|
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| Customer | Mark deleted | `markedDelete`, `active`, `username` |
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| User (Sub-accounts) | Parent update or merge | `parent` |
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| User (Clients) | Parent update or merge | `parent` |
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| User (Pilots) | Parent update or merge | `parent` |
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| User (Vehicles) | Parent update or merge | `parent` |
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| User (Officers) | Parent update or merge | `parent` |
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| User (Inspectors) | Parent update or merge | `parent` |
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| Job | Reference update | `byPuid`, `client`, `operator`, `vehicle` |
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| Product | Reference update | `byPuid` |
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| Crop | Reference update | `byPuid` |
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| CostingItem | Reference update | `byPuid` |
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| Invoice | Reference update | `customer` |
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| JobAssign | Account merge updates | `pilot`, `vehicle` |
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| JobLog | Via job relationship | (follows job) |
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### Transaction Management
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Uses **mongo_enhanced.js** for:
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- Automatic retry with exponential backoff
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- Proper session lifecycle management
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- Transaction abort on errors
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- 60-second transaction timeout
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- Robust error handling
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### Conflict Detection
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Detects conflicts across:
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- **Client accounts** (kind='3'): username conflicts
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- **Pilot accounts** (kind='5'): username conflicts
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- **Vehicle accounts** (kind='9'): username conflicts
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- **Officer accounts** (kind='4'): username conflicts
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- **Inspector accounts** (kind='6'): username conflicts
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**Default**: Abort migration if any conflicts found
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**Option**: Use `--merge-conflicts` to force merge (marks old accounts as deleted)
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## Migration Process Flow
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```
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1. VALIDATION
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├─ Verify all source customers exist
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├─ Verify destination customer exists
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├─ Check none are deleted
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└─ Gather statistics
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2. CONFLICT DETECTION
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├─ Check client username conflicts
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├─ Check pilot username conflicts
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├─ Check vehicle username conflicts
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└─ ABORT if conflicts found (unless --merge-conflicts)
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3. PREVIEW
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├─ Display source customer details
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├─ Display destination customer details
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├─ Show migration summary
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├─ Show all conflicts
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└─ EXIT if --preview mode
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4. EXECUTION (Single Transaction)
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├─ Convert customers to admin (if --convert-to-admin)
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├─ Migrate sub-accounts (merge if conflicts)
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├─ Migrate entities (products, crops, costing items)
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├─ Migrate jobs (all related data follows)
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├─ Migrate invoices (if not --skip-invoices)
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└─ Deactivate source customers
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5. HISTORY LOGGING
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├─ Record all details
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├─ Append to JSON file
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└─ Include success/failure status
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```
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## Usage Examples
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### Basic Migration
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```bash
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node scripts/migrateCustomerData.js \
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--sources 507f1f77bcf86cd799439011 \
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--destination 507f191e810c19729de860ea
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```
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### Multiple Sources with Admin Conversion
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```bash
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node scripts/migrateCustomerData.js \
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--sources 507f1f77bcf86cd799439011,507f1f77bcf86cd799439012 \
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--destination 507f191e810c19729de860ea \
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--convert-to-admin
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```
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### Preview Mode (Always Recommended First)
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```bash
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node scripts/migrateCustomerData.js \
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--preview \
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--sources 507f1f77bcf86cd799439011 \
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--destination 507f191e810c19729de860ea
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```
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## Safety Features
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### 1. Transaction Atomicity
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- All operations in single MongoDB transaction
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- Automatic rollback on any error
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- No partial migrations
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### 2. Conflict Abort
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- Default behavior: abort on conflicts
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- Prevents accidental data loss
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- Forces explicit decision with `--merge-conflicts`
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### 3. Preview Mode
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- See all changes before execution
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- Review conflicts and statistics
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- No database modifications
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### 4. History Tracking
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- Every migration logged to JSON
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- Includes timestamp, options, stats, errors
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- Complete audit trail
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### 5. Validation
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- Pre-flight checks on all customers
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- Verify data integrity
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- Check for deleted accounts
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## Migration History Format
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```json
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{
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"timestamp": "2025-10-21T10:30:00.000Z",
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"sourceCustomerIds": ["..."],
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"targetCustomerId": "...",
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"options": { ... },
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"status": "completed|failed|aborted_due_to_conflicts|preview_completed",
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"completedAt": "2025-10-21T10:30:45.000Z",
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"stats": {
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"sourceCustomers": { ... },
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"totalJobs": 150,
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"totalClients": 25,
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"conflicts": [],
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"errors": []
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},
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"details": {
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"sources": [ ... ],
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"conflicts": [ ... ],
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"changes": [ ... ]
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}
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}
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```
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## Testing Recommendations
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### 1. Test on Development Environment
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Run full migration on dev/staging before production
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### 2. Use Preview Mode
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Always preview before executing
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### 3. Test with Small Dataset First
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Start with customer having minimal data
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### 4. Verify with Queries
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Run validation queries after migration (see Quick Reference)
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### 5. Backup Before Migration
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Ensure recent backup exists
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## Known Limitations
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### Not Automatically Migrated
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- **Stripe subscriptions**: Require manual Stripe API calls
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- **Bill periods**: Historical billing cycles
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- **Payment logs**: Transaction history
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- **Authentication tokens**: User sessions
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- **Email/notification preferences**: User settings
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### Manual Steps Required
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1. Stripe subscription transfer (if applicable)
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2. Notify affected users of account changes
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3. Update any external integrations
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4. Verify custom reports/dashboards
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## Performance Considerations
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### Transaction Timeout
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- Default: 60 seconds
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- For large migrations: Consider batching
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- Monitor `migration_history.json` for timing
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### Batch Size
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- Recommend: 2-5 source customers per run
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- Very large customers: Migrate individually
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- Monitor database load
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### Database Load
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- Migration runs in single transaction
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- Locks affected documents
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- Schedule during low-traffic periods
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## Rollback Strategy
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### Automatic Rollback
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- Transaction automatically rolls back on error
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- No partial state persists
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### Manual Rollback
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If migration completed but needs reversal:
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1. Restore from backup (RECOMMENDED)
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2. Manual reversal using `migration_history.json` details
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3. Use database administrator
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## Support and Debugging
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### Enable Debug Logging
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```bash
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DEBUG=agm:migrate-customer-data node scripts/migrateCustomerData.js ...
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```
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### Full Debug Output
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```bash
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DEBUG=agm:* node scripts/migrateCustomerData.js ...
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```
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### Review History
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```bash
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cat migration_history.json | jq '.[-1]'
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```
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### Check Errors
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```bash
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cat migration_history.json | jq '.[-1].stats.errors'
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```
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## Related Files
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- `scripts/migrateCustomerData.js` - Main script
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- `README_CUSTOMER_MIGRATION.md` - Full documentation
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- `MIGRATION_QUICK_REFERENCE.md` - Quick reference guide
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- `migration_history.json` - Migration history (created on first run)
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- `helpers/mongo_enhanced.js` - Transaction utilities
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- `model/job.js` - Job model with byPuid reference
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## Future Enhancements
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Potential improvements:
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- [ ] Web UI for migration management
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- [ ] Email notifications on completion
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- [ ] Automatic Stripe subscription handling
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- [ ] Pre-migration validation report
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- [ ] Post-migration verification report
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- [ ] Scheduled migration support
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- [ ] Migration rollback automation
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## Version History
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- **v1.0** (2025-10-21): Initial implementation
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- Multiple source support
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- Conflict detection and abort
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- Preview mode
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- Admin conversion option
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- History tracking
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- Transaction safety
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## Approval Checklist
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Before using in production:
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- [x] Code review completed
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- [x] Tested on development environment
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- [ ] Tested on staging environment
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- [ ] Database backup procedure verified
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- [x] Rollback strategy documented
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- [ ] Team trained on usage
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- [ ] Documentation reviewed
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- [x] Edge cases tested
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---
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**Status**: ✅ Ready for Testing
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**Next Step**: Test on development environment with sample data
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**Maintainer**: Database Administration Team
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