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ten31-database/docs/guides/migrations.md
T
Keysat 1564c087bf Remove Instructions/Feedback + lp_profiles; sync retry, purge, mobile fixes (v0.1.0:104)
Removals (net -570 lines):
- Delete the Instructions and Feedback (feature_requests) pages + backend.
- Retire lp_profiles + investor_type across server, ingest, and seeds; migration
  0008 drops both empty tables (a sanctioned one-off exception to
  never-hard-delete). 0001's lp_profiles ALTER is removed so a fresh DB doesn't
  break the migration chain (live DBs already applied it).

Fixes:
- Email sync: a transient timeout no longer terminally parks a mailbox; the
  scheduler retries 'retrying' each cycle and re-includes errored accounts on an
  hourly backoff, so stuck mailboxes self-heal.
- Mobile Contacts: page through the full directory (server caps 500/page) -- one
  fetch silently truncated at 720, hiding people from the list and from search.
- Mobile email review: clock icon to set a reminder inline; approval cards show
  date/time.

New:
- Admin-only purge of soft-deleted rows (Settings -> Admin; type-to-confirm,
  refuses any row still linked to live data).

Tests: 45/45 (adds test_sync_ready + test_purge_soft_deleted). Reviewer pass
applied (NULL reminders.contact_id on contact purge). Bumped to v0.1.0:104.
2026-06-20 20:06:11 -05:00

30 lines
2.6 KiB
Markdown

---
paths:
- backend/migrations/**
- backend/core_migrations.py
- backend/thesis_seed.py
---
# Migrations & seeders
Read this before adding or editing a schema migration or a one-time seed/backfill.
## How they run
- Migrations apply automatically at startup via `backend/core_migrations.py`, reading `backend/migrations/NNNN_*.sql` in order and tracking applied files in a `schema_migrations` ledger.
- One-time seeds/backfills live in `backend/thesis_seed.py` (the `ensure_*` functions), wired into `server.init_db()` and run on every boot.
## Rules
- **Additive + reversible only.** Numbered `NNNN_*.sql` with a paired `NNNN_*.down.sql` — ship the `.down.sql` with every new migration. SQLite `ALTER` is add-column / rename only; no drop-column, no type change.
- **Seeds/backfills must be idempotent** via `interaction_log` sentinels (the `ensure_*` pattern) — safe to re-run on every boot.
- **Make migrations/seeders deployment-state-invariant.** Target rows **structurally**, not by transient text the same change mutates; capture prior state so a revert is exact.
- *Learned the hard way:* matching old nodes by a body string the same changeset deleted broke fresh DBs. A migration must produce the same end state whether the box is empty, mid-version, or fully seeded.
- **Soft-delete only** — `deleted_at` and/or `status='retired'`; never hard-delete CRM records or thesis history.
- **Dropping a table is forbidden by default — it needs explicit sign-off** (never-hard-delete). `0008_drop_retired_tables` (lp_profiles + feature_requests, v0.1.0:104) is the one sanctioned exception, for **empty** retired tables only. To actually drop one: (1) **remove its `CREATE TABLE` from `init_db()`**`init_db()` runs every boot, so leaving it there re-creates the table right after the drop migration runs; (2) add a `DROP TABLE IF EXISTS` forward migration + a `.down.sql` recreating the empty shell; (3) **remove any `ALTER TABLE <dropped_table>` line from an earlier historical migration** — once `init_db()` stops creating the table, that ALTER fails `no such table` on a *fresh* DB and aborts the whole chain (it was the actual bug here). Editing that old migration is safe and deployment-state-invariant: live DBs already applied it before the drop, so the edit only affects fresh DBs, which converge to the same end state. `DROP TABLE IF EXISTS` is a no-op on a fresh DB and removes the table on the live box.
## Verify before shipping
- `python3 -m py_compile` the edited Python.
- For any DB logic, run the change against a **copy** of `data/crm.db`, never production. Confirm the paired `.down.sql` cleanly reverts.