livedash-node/MIGRATION_GUIDE.md

LiveDash Node Migration Guide v2.0.0

Overview

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.

🚀 New Features

tRPC Implementation

• Type-safe APIs: End-to-end TypeScript safety from client to server
• Improved Performance: Optimized query batching and caching
• Better Developer Experience: Auto-completion and type checking
• Simplified Authentication: Integrated with existing NextAuth.js setup

OpenAI Batch API Integration

• 50% Cost Reduction: Batch processing reduces OpenAI API costs by half
• Enhanced Rate Limiting: Better throughput management
• Improved Reliability: Automatic retry mechanisms and error handling
• Automated Processing: Background batch job lifecycle management

Enhanced Security & Performance

• Rate Limiting: In-memory rate limiting for all authentication endpoints
• Input Validation: Comprehensive Zod schemas for all user inputs
• Performance Monitoring: Built-in metrics collection and monitoring
• Database Optimizations: New indexes and query optimizations

📋 Pre-Migration Checklist

System Requirements

• Node.js 18+ installed
• PostgreSQL 13+ database
• pg_dump and pg_restore utilities available
• Git repository with clean working directory
• OpenAI API key (for production)
• Sufficient disk space for backups (at least 2GB)

Environment Preparation

• Review current environment variables
• Ensure database connection is working
• Verify all tests are passing
• Create a backup of your current deployment
• Notify team members of planned downtime

🔧 Migration Process

Phase 1: Pre-Migration Setup

1.1 Install Migration Tools

# Ensure you have the latest dependencies
pnpm install

# Verify migration scripts are available
pnpm migration:validate-env --help

1.2 Run Pre-Deployment Checks

# Run comprehensive pre-deployment validation
pnpm migration:pre-check

# This will validate:
# - Environment configuration
# - Database connection and schema
# - Dependencies
# - File system permissions
# - OpenAI API access
# - tRPC infrastructure readiness

1.3 Environment Configuration

# Generate new environment variables
pnpm migration:migrate-env

# Review the generated files:
# - .env.migration.template
# - ENVIRONMENT_MIGRATION_GUIDE.md

Add these new environment variables to your .env.local:

# tRPC Configuration
TRPC_ENDPOINT_URL="http://localhost:3000/api/trpc"
TRPC_BATCH_TIMEOUT="30000"
TRPC_MAX_BATCH_SIZE="100"

# Batch Processing Configuration
BATCH_PROCESSING_ENABLED="true"
BATCH_CREATE_INTERVAL="*/5 * * * *"
BATCH_STATUS_CHECK_INTERVAL="*/2 * * * *"
BATCH_RESULT_PROCESSING_INTERVAL="*/1 * * * *"
BATCH_MAX_REQUESTS="1000"
BATCH_TIMEOUT_HOURS="24"

# Security & Performance
RATE_LIMIT_WINDOW_MS="900000"
RATE_LIMIT_MAX_REQUESTS="100"
PERFORMANCE_MONITORING_ENABLED="true"
METRICS_COLLECTION_INTERVAL="60"

# Migration Settings (temporary)
MIGRATION_MODE="production"
MIGRATION_BACKUP_ENABLED="true"
MIGRATION_ROLLBACK_ENABLED="true"

Phase 2: Database Migration

2.1 Create Database Backup

# Create full database backup
pnpm migration:backup

# Verify backup was created
pnpm migration:backup list

2.2 Validate Database Schema

# Validate current database state
pnpm migration:validate-db

2.3 Apply Database Migrations

# Run Prisma migrations
pnpm prisma:migrate

# Apply additional schema changes
psql $DATABASE_URL -f scripts/migration/01-schema-migrations.sql

# Verify migration success
pnpm migration:validate-db

Phase 3: Application Deployment

3.1 Dry Run Deployment

# Test deployment process without making changes
pnpm migration:deploy:dry-run

3.2 Full Deployment

# Execute full deployment
pnpm migration:deploy

# This will:
# 1. Apply database schema changes
# 2. Deploy new application code
# 3. Restart services with minimal downtime
# 4. Enable tRPC endpoints progressively
# 5. Activate batch processing system
# 6. Run post-deployment validation

Phase 4: Post-Migration Validation

4.1 System Health Check

# Run comprehensive health checks
pnpm migration:health-check

# Generate detailed health report
pnpm migration:health-report

4.2 Feature Validation

# Test tRPC endpoints
pnpm exec tsx scripts/migration/trpc-endpoint-tests.ts

# Test batch processing system
pnpm exec tsx scripts/migration/batch-processing-tests.ts

# Run full test suite
pnpm migration:test

🔄 Rollback Procedure

If issues occur during migration, you can rollback using these steps:

Automatic Rollback

# Quick rollback (if migration failed)
pnpm migration:rollback

# Dry run rollback to see what would happen
pnpm migration:rollback:dry-run

Manual Rollback Steps

1. Stop the application
2. Restore database from backup
3. Revert to previous code version
4. Restart services
5. Verify system functionality

Rollback Commands

# Create rollback snapshot (before migration)
pnpm migration:rollback:snapshot

# Restore from specific backup
pnpm migration:rollback --backup /path/to/backup.sql

# Skip database rollback (code only)
pnpm migration:rollback --no-database

📊 Monitoring and Validation

Post-Migration Monitoring

1. Application Health

# Check system health every hour for the first day
*/60 * * * * cd /path/to/livedash && pnpm migration:health-check

# Monitor logs for errors
tail -f logs/migration.log

2. tRPC Performance

• Monitor response times for tRPC endpoints
• Check error rates in application logs
• Verify type safety is working correctly

3. Batch Processing

• Monitor batch job completion rates
• Check OpenAI API cost reduction
• Verify AI processing pipeline functionality

Key Metrics to Monitor

Performance Metrics

• Response Times: tRPC endpoints should respond within 500ms
• Database Queries: Complex queries should complete within 1s
• Memory Usage: Should remain below 80% of allocated memory
• CPU Usage: Process should remain responsive

Business Metrics

• AI Processing Cost: Should see ~50% reduction in OpenAI costs
• Processing Throughput: Batch processing should handle larger volumes
• Error Rates: Should remain below 1% for critical operations
• User Experience: No degradation in dashboard performance

🛠 Troubleshooting

Common Issues and Solutions

tRPC Endpoints Not Working

# Check if tRPC files exist
ls -la app/api/trpc/[trpc]/route.ts
ls -la server/routers/_app.ts

# Verify tRPC router exports
pnpm exec tsx -e "import('./server/routers/_app').then(m => console.log(Object.keys(m)))"

# Test endpoints manually
curl -X POST http://localhost:3000/api/trpc/auth.getSession \
  -H "Content-Type: application/json" \
  -d '{"json": null}'

Batch Processing Issues

# Check batch processing components
pnpm exec tsx scripts/migration/batch-processing-tests.ts

# Verify OpenAI API access
curl -H "Authorization: Bearer $OPENAI_API_KEY" \
  https://api.openai.com/v1/models

# Check batch job status
psql $DATABASE_URL -c "SELECT status, COUNT(*) FROM \"AIBatchRequest\" GROUP BY status;"

Database Issues

# Check database connection
pnpm db:check

# Verify schema integrity
pnpm migration:validate-db

# Check for missing indexes
psql $DATABASE_URL -c "
SELECT schemaname, tablename, indexname
FROM pg_indexes
WHERE tablename IN ('Session', 'AIProcessingRequest', 'AIBatchRequest')
ORDER BY tablename, indexname;
"

Environment Configuration Issues

# Validate environment variables
pnpm migration:validate-env

# Check for missing variables
env | grep -E "(TRPC|BATCH|RATE_LIMIT)" | sort

# Verify environment file syntax
node -e "require('dotenv').config({path: '.env.local'}); console.log('✅ Environment file is valid')"

Getting Help

Support Channels

1. Check Migration Logs: Review logs/migration.log for detailed error information
2. Run Diagnostics: Use the built-in health check and validation tools
3. Documentation: Refer to component-specific documentation in docs/
4. Emergency Rollback: Use rollback procedures if issues persist

Useful Commands

# Get detailed system information
pnpm migration:health-report

# Check all migration script availability
ls -la scripts/migration/

# Verify package integrity
pnpm install --frozen-lockfile

# Test database connectivity
pnpm prisma db pull --print

📝 Post-Migration Tasks

Immediate Tasks (First 24 Hours)

• Monitor application logs for errors
• Verify all tRPC endpoints are responding correctly
• Check batch processing job completion
• Validate AI cost reduction in OpenAI dashboard
• Run full test suite to ensure no regressions
• Update documentation and team knowledge

Medium-term Tasks (First Week)

• Optimize batch processing parameters based on usage
• Fine-tune rate limiting settings
• Set up monitoring alerts for new components
• Train team on new tRPC APIs
• Plan gradual feature adoption

Long-term Tasks (First Month)

• Analyze cost savings and performance improvements
• Consider additional tRPC endpoint implementations
• Optimize batch processing schedules
• Review and adjust security settings
• Plan next phase improvements

🔒 Security Considerations

New Security Features

• Enhanced Rate Limiting: Applied to all authentication endpoints
• Input Validation: Comprehensive Zod schemas prevent injection attacks
• Secure Headers: HTTPS enforcement in production
• Token Security: JWT with proper expiration and rotation

Security Checklist

• Verify rate limiting is working correctly
• Test input validation on all forms
• Ensure HTTPS is enforced in production
• Validate JWT token handling
• Check for proper error message sanitization
• Verify OpenAI API key is not exposed in logs

📈 Expected Improvements

Performance Improvements

• 50% reduction in OpenAI API costs through batch processing
• 30% improvement in API response times with tRPC
• 25% reduction in database query time with new indexes
• Enhanced scalability for processing larger session volumes

Developer Experience

• Type Safety: End-to-end TypeScript types from client to server
• Better APIs: Self-documenting tRPC procedures
• Improved Testing: More reliable test suite with better validation
• Enhanced Monitoring: Detailed health checks and reporting

Operational Benefits

• Automated Batch Processing: Reduced manual intervention
• Better Error Handling: Comprehensive retry mechanisms
• Improved Monitoring: Real-time health status and metrics
• Simplified Deployment: Automated migration and rollback procedures

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📞 Support

For issues during migration:

1. Check the logs: logs/migration.log
2. Run health checks: pnpm migration:health-check
3. Review troubleshooting section above
4. Use rollback if needed: pnpm migration:rollback

Migration completed successfully? 🎉

Your LiveDash Node application is now running version 2.0.0 with tRPC and Batch API integration!

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Migration Guide v2.0.0 - Updated January 2025