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data-migration

@Masked-Kunsiquat/crm-orbit2
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Plan and implement CRM Orbit data migrations for Automerge snapshots and Drizzle persistence, including schema additions, event payload changes, and backfills. Use when adding/removing fields, changing persisted structures, or introducing new events that require compatibility or data backfill.

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SKILL.md

name data-migration
description Plan and implement CRM Orbit data migrations for Automerge snapshots and Drizzle persistence, including schema additions, event payload changes, and backfills. Use when adding/removing fields, changing persisted structures, or introducing new events that require compatibility or data backfill.

Data Migration

Overview

Implement safe, deterministic migrations for CRM Orbit local persistence (Drizzle/SQLite) and Automerge snapshots while preserving event-log semantics.

Workflow

  1. Classify the change
  • Schema-only (Drizzle table changes, snapshot fields)
  • Event payload change (new fields required)
  • Backfill required (existing data needs derived values)
  1. Update persistence
  • Add Drizzle migrations for new columns/tables.
  • Update persistence loader/serializer to accept old shapes and default new fields.
  1. Preserve snapshot compatibility
  • If snapshot format changes, add versioned handling in load path.
  • Keep encoding/decoding boundary locale-neutral.
  1. Backfill via events
  • Emit migration events or deterministic backfill logic in reducers.
  • Never mutate state directly or infer history from diffs.
  1. Verify
  • Add/update reducer tests and persistence loader tests.
  • Add event->state snapshot tests for migration paths.

Guardrails

  • Automerge is source of truth.
  • Event log is append-only and human-readable.
  • Reducers remain pure and deterministic.
  • Persistence remains dumb (no business rules).
  • Persisted data stays locale-neutral.

Common files

  • CRMOrbit/automerge/schema.ts
  • CRMOrbit/domains/persistence/*
  • CRMOrbit/events/*, CRMOrbit/reducers/*
  • CRMOrbit/tests/*