Migration Planning

Migration Planning

Purpose

Plan a safe, incremental migration from a current state to a target state, keeping the system working between steps where possible and preserving a rollback path. Produces a migration work item in ../../work-items/migrations/.

When to Use

• Request classified as migration (framework/version/data/schema/infra).
• Not for in-place feature work or behavior-preserving cleanup.

Inputs

• Current state and target state (versions, schema, infra).
• Audit findings (existing-project-audit, dependency-audit, environment-audit).

Discovery Questions

• What is the exact from → to, and why now?
• What breaks between them (breaking changes, data shape, contracts)?
• Can old and new coexist during transition (compatibility window)?
• What is the rollback plan, and are backups in place for data/schema?
• Is production involved (requires approval)?

Responsibilities

• Characterize the gap (from → to) and breaking changes.
• Plan incremental, reversible steps with a compatibility strategy.
• Define per-step verification and a rollback path.
• Define an explicit cutover with go/no-go criteria.
• For data/schema: require backups and a tested rollback.
• Flag production steps for approval (../../mcp/PERMISSION_RULES.md).

Required Workflow

1. Audit current + target state; list breaking changes.
2. Design a compatibility strategy (dual-run/adapters where possible).
3. Break into incremental, reversible steps.
4. Define verification per step + rollback.
5. Define cutover criteria.
6. Record the migration work item; mark approval-required steps.

Decision Rules

• Prefer incremental + reversible over big-bang cutover.
• Data/schema migrations require backups and a tested rollback before running.
• Keep the system functional between steps whenever feasible.
• Production migrations are outward-facing — explicit approval (../../system/OPERATING_RULES.md).

Rules

• No irreversible data step without a verified backup/rollback.
• Verify at each step, not just at the end.
• Record the "why now" and the cutover criteria.

Anti-Patterns

• Big-bang production migration with no rollback.
• Skipping the compatibility window when one is feasible.
• Running data migrations without backups.
• Cutting over without go/no-go criteria.

Validation Checklist

• From → to and breaking changes characterized.
• Compatibility strategy defined.
• Incremental reversible steps.
• Per-step verification + rollback.
• Backups planned for data/schema.
• Cutover criteria defined.
• Production steps flagged for approval.

Definition of Done

A recorded migration work item: characterized gap, compatibility strategy, incremental reversible steps with verification and rollback, backup plan for data/schema, and explicit cutover criteria — with production steps flagged for approval.

Related Skills

existing-project-audit, dependency-audit, environment-audit, task-planning, testing-strategy, security-review, release-planning, project-orchestrator.

Related Knowledge

../../knowledge/ (current architecture, data model).

Related References

../../references/<migration-topic>/ for framework upgrade guides if needed.

Context Loading Guidance

• Requires: current + target state, audit findings, breaking-change info.
• Does not require: unrelated modules, the full reference tree, unrelated skills.
• May load: dependency-audit, environment-audit, release-planning for cutover.
• Stop when: steps, verification, rollback, and cutover are recorded.

Token Efficiency Guidance

Focus on the changed surface (deps, schema, config), not the whole app. Summarize breaking changes; link upgrade guides rather than pasting them.