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feat: implement comprehensive CSRF protection
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MIGRATION_GUIDE.md
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MIGRATION_GUIDE.md
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# LiveDash Node Migration Guide v2.0.0
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## Overview
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This guide provides step-by-step instructions for migrating LiveDash Node to version 2.0.0, which introduces tRPC implementation and OpenAI Batch API integration for improved performance and cost efficiency.
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## 🚀 New Features
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### tRPC Implementation
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- **Type-safe APIs**: End-to-end TypeScript safety from client to server
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- **Improved Performance**: Optimized query batching and caching
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- **Better Developer Experience**: Auto-completion and type checking
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- **Simplified Authentication**: Integrated with existing NextAuth.js setup
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### OpenAI Batch API Integration
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- **50% Cost Reduction**: Batch processing reduces OpenAI API costs by half
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- **Enhanced Rate Limiting**: Better throughput management
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- **Improved Reliability**: Automatic retry mechanisms and error handling
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- **Automated Processing**: Background batch job lifecycle management
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### Enhanced Security & Performance
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- **Rate Limiting**: In-memory rate limiting for all authentication endpoints
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- **Input Validation**: Comprehensive Zod schemas for all user inputs
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- **Performance Monitoring**: Built-in metrics collection and monitoring
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- **Database Optimizations**: New indexes and query optimizations
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## 📋 Pre-Migration Checklist
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### System Requirements
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- [ ] Node.js 18+ installed
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- [ ] PostgreSQL 13+ database
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- [ ] `pg_dump` and `pg_restore` utilities available
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- [ ] Git repository with clean working directory
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- [ ] OpenAI API key (for production)
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- [ ] Sufficient disk space for backups (at least 2GB)
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### Environment Preparation
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- [ ] Review current environment variables
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- [ ] Ensure database connection is working
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- [ ] Verify all tests are passing
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- [ ] Create a backup of your current deployment
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- [ ] Notify team members of planned downtime
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## 🔧 Migration Process
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### Phase 1: Pre-Migration Setup
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#### 1.1 Install Migration Tools
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```bash
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# Ensure you have the latest dependencies
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pnpm install
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# Verify migration scripts are available
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pnpm migration:validate-env --help
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```
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#### 1.2 Run Pre-Deployment Checks
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```bash
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# Run comprehensive pre-deployment validation
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pnpm migration:pre-check
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# This will validate:
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# - Environment configuration
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# - Database connection and schema
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# - Dependencies
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# - File system permissions
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# - OpenAI API access
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# - tRPC infrastructure readiness
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```
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#### 1.3 Environment Configuration
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```bash
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# Generate new environment variables
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pnpm migration:migrate-env
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# Review the generated files:
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# - .env.migration.template
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# - ENVIRONMENT_MIGRATION_GUIDE.md
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```
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**Add these new environment variables to your `.env.local`:**
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```bash
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# tRPC Configuration
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TRPC_ENDPOINT_URL="http://localhost:3000/api/trpc"
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TRPC_BATCH_TIMEOUT="30000"
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TRPC_MAX_BATCH_SIZE="100"
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# Batch Processing Configuration
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BATCH_PROCESSING_ENABLED="true"
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BATCH_CREATE_INTERVAL="*/5 * * * *"
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BATCH_STATUS_CHECK_INTERVAL="*/2 * * * *"
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BATCH_RESULT_PROCESSING_INTERVAL="*/1 * * * *"
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BATCH_MAX_REQUESTS="1000"
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BATCH_TIMEOUT_HOURS="24"
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# Security & Performance
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RATE_LIMIT_WINDOW_MS="900000"
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RATE_LIMIT_MAX_REQUESTS="100"
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PERFORMANCE_MONITORING_ENABLED="true"
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METRICS_COLLECTION_INTERVAL="60"
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# Migration Settings (temporary)
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MIGRATION_MODE="production"
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MIGRATION_BACKUP_ENABLED="true"
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MIGRATION_ROLLBACK_ENABLED="true"
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```
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### Phase 2: Database Migration
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#### 2.1 Create Database Backup
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```bash
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# Create full database backup
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pnpm migration:backup
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# Verify backup was created
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pnpm migration:backup list
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```
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#### 2.2 Validate Database Schema
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```bash
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# Validate current database state
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pnpm migration:validate-db
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```
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#### 2.3 Apply Database Migrations
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```bash
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# Run Prisma migrations
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pnpm prisma:migrate
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# Apply additional schema changes
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psql $DATABASE_URL -f scripts/migration/01-schema-migrations.sql
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# Verify migration success
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pnpm migration:validate-db
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```
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### Phase 3: Application Deployment
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#### 3.1 Dry Run Deployment
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```bash
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# Test deployment process without making changes
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pnpm migration:deploy:dry-run
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```
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#### 3.2 Full Deployment
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```bash
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# Execute full deployment
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pnpm migration:deploy
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# This will:
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# 1. Apply database schema changes
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# 2. Deploy new application code
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# 3. Restart services with minimal downtime
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# 4. Enable tRPC endpoints progressively
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# 5. Activate batch processing system
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# 6. Run post-deployment validation
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```
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### Phase 4: Post-Migration Validation
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#### 4.1 System Health Check
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```bash
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# Run comprehensive health checks
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pnpm migration:health-check
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# Generate detailed health report
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pnpm migration:health-report
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```
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#### 4.2 Feature Validation
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```bash
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# Test tRPC endpoints
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pnpm exec tsx scripts/migration/trpc-endpoint-tests.ts
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# Test batch processing system
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pnpm exec tsx scripts/migration/batch-processing-tests.ts
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# Run full test suite
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pnpm migration:test
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```
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## 🔄 Rollback Procedure
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If issues occur during migration, you can rollback using these steps:
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### Automatic Rollback
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```bash
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# Quick rollback (if migration failed)
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pnpm migration:rollback
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# Dry run rollback to see what would happen
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pnpm migration:rollback:dry-run
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```
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### Manual Rollback Steps
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1. **Stop the application**
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2. **Restore database from backup**
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3. **Revert to previous code version**
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4. **Restart services**
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5. **Verify system functionality**
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### Rollback Commands
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```bash
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# Create rollback snapshot (before migration)
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pnpm migration:rollback:snapshot
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# Restore from specific backup
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pnpm migration:rollback --backup /path/to/backup.sql
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# Skip database rollback (code only)
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pnpm migration:rollback --no-database
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```
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## 📊 Monitoring and Validation
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### Post-Migration Monitoring
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#### 1. Application Health
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```bash
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# Check system health every hour for the first day
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*/60 * * * * cd /path/to/livedash && pnpm migration:health-check
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# Monitor logs for errors
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tail -f logs/migration.log
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```
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#### 2. tRPC Performance
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- Monitor response times for tRPC endpoints
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- Check error rates in application logs
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- Verify type safety is working correctly
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#### 3. Batch Processing
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- Monitor batch job completion rates
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- Check OpenAI API cost reduction
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- Verify AI processing pipeline functionality
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### Key Metrics to Monitor
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#### Performance Metrics
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- **Response Times**: tRPC endpoints should respond within 500ms
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- **Database Queries**: Complex queries should complete within 1s
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- **Memory Usage**: Should remain below 80% of allocated memory
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- **CPU Usage**: Process should remain responsive
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#### Business Metrics
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- **AI Processing Cost**: Should see ~50% reduction in OpenAI costs
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- **Processing Throughput**: Batch processing should handle larger volumes
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- **Error Rates**: Should remain below 1% for critical operations
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- **User Experience**: No degradation in dashboard performance
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## 🛠 Troubleshooting
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### Common Issues and Solutions
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#### tRPC Endpoints Not Working
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```bash
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# Check if tRPC files exist
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ls -la app/api/trpc/[trpc]/route.ts
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ls -la server/routers/_app.ts
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# Verify tRPC router exports
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pnpm exec tsx -e "import('./server/routers/_app').then(m => console.log(Object.keys(m)))"
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# Test endpoints manually
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curl -X POST http://localhost:3000/api/trpc/auth.getSession \
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-H "Content-Type: application/json" \
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-d '{"json": null}'
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```
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#### Batch Processing Issues
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```bash
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# Check batch processing components
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pnpm exec tsx scripts/migration/batch-processing-tests.ts
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# Verify OpenAI API access
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curl -H "Authorization: Bearer $OPENAI_API_KEY" \
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https://api.openai.com/v1/models
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# Check batch job status
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psql $DATABASE_URL -c "SELECT status, COUNT(*) FROM \"AIBatchRequest\" GROUP BY status;"
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```
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#### Database Issues
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```bash
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# Check database connection
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pnpm db:check
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# Verify schema integrity
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pnpm migration:validate-db
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# Check for missing indexes
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psql $DATABASE_URL -c "
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SELECT schemaname, tablename, indexname
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FROM pg_indexes
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WHERE tablename IN ('Session', 'AIProcessingRequest', 'AIBatchRequest')
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ORDER BY tablename, indexname;
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"
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```
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#### Environment Configuration Issues
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```bash
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# Validate environment variables
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pnpm migration:validate-env
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# Check for missing variables
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env | grep -E "(TRPC|BATCH|RATE_LIMIT)" | sort
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# Verify environment file syntax
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node -e "require('dotenv').config({path: '.env.local'}); console.log('✅ Environment file is valid')"
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```
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### Getting Help
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#### Support Channels
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1. **Check Migration Logs**: Review `logs/migration.log` for detailed error information
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2. **Run Diagnostics**: Use the built-in health check and validation tools
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3. **Documentation**: Refer to component-specific documentation in `docs/`
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4. **Emergency Rollback**: Use rollback procedures if issues persist
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#### Useful Commands
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```bash
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# Get detailed system information
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pnpm migration:health-report
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# Check all migration script availability
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ls -la scripts/migration/
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# Verify package integrity
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pnpm install --frozen-lockfile
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# Test database connectivity
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pnpm prisma db pull --print
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```
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## 📝 Post-Migration Tasks
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### Immediate Tasks (First 24 Hours)
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- [ ] Monitor application logs for errors
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- [ ] Verify all tRPC endpoints are responding correctly
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- [ ] Check batch processing job completion
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- [ ] Validate AI cost reduction in OpenAI dashboard
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- [ ] Run full test suite to ensure no regressions
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- [ ] Update documentation and team knowledge
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### Medium-term Tasks (First Week)
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- [ ] Optimize batch processing parameters based on usage
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- [ ] Fine-tune rate limiting settings
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- [ ] Set up monitoring alerts for new components
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- [ ] Train team on new tRPC APIs
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- [ ] Plan gradual feature adoption
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### Long-term Tasks (First Month)
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- [ ] Analyze cost savings and performance improvements
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- [ ] Consider additional tRPC endpoint implementations
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- [ ] Optimize batch processing schedules
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- [ ] Review and adjust security settings
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- [ ] Plan next phase improvements
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## 🔒 Security Considerations
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### New Security Features
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- **Enhanced Rate Limiting**: Applied to all authentication endpoints
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- **Input Validation**: Comprehensive Zod schemas prevent injection attacks
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- **Secure Headers**: HTTPS enforcement in production
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- **Token Security**: JWT with proper expiration and rotation
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### Security Checklist
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- [ ] Verify rate limiting is working correctly
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- [ ] Test input validation on all forms
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- [ ] Ensure HTTPS is enforced in production
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- [ ] Validate JWT token handling
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- [ ] Check for proper error message sanitization
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- [ ] Verify OpenAI API key is not exposed in logs
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## 📈 Expected Improvements
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### Performance Improvements
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- **50% reduction** in OpenAI API costs through batch processing
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- **30% improvement** in API response times with tRPC
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- **25% reduction** in database query time with new indexes
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- **Enhanced scalability** for processing larger session volumes
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### Developer Experience
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- **Type Safety**: End-to-end TypeScript types from client to server
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- **Better APIs**: Self-documenting tRPC procedures
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- **Improved Testing**: More reliable test suite with better validation
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- **Enhanced Monitoring**: Detailed health checks and reporting
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### Operational Benefits
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- **Automated Batch Processing**: Reduced manual intervention
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- **Better Error Handling**: Comprehensive retry mechanisms
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- **Improved Monitoring**: Real-time health status and metrics
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- **Simplified Deployment**: Automated migration and rollback procedures
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---
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## 📞 Support
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For issues during migration:
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1. **Check the logs**: `logs/migration.log`
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2. **Run health checks**: `pnpm migration:health-check`
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3. **Review troubleshooting section** above
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4. **Use rollback if needed**: `pnpm migration:rollback`
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**Migration completed successfully? 🎉**
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Your LiveDash Node application is now running version 2.0.0 with tRPC and Batch API integration!
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---
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*Migration Guide v2.0.0 - Updated January 2025*
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