feat(dedup): wire --apply path for NocoDB migration
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Completes the migration script's apply phase, which was stubbed at
the P3 ship to defer until after the runtime surfaces (P2) and the
comms safety net were in place. Both prerequisites just landed on
main, so this unblocks the actual data import.

src/lib/dedup/migration-apply.ts (new):
  Idempotent apply driver. Walks the MigrationPlan, inserting clients,
  contacts, addresses, yacht stubs, and interests, threading every
  insert through the migration_source_links ledger so re-runs against
  the same data are safe. Per-entity transactions (not one giant
  transaction) so partial-failure resumption is just "run again."

  Per-entity behavior:
    - clients: idempotent on (source_system, source_id, target_type=client)
      across the entire dedup cluster — if any source row already maps
      to a client, reuse that record.
    - contacts: bulk insert, primary email + primary phone independent.
    - addresses: bulk insert, port_id required (schema enforces it),
      first address marked primary when multiple.
    - yachts: minimal stub when the legacy interest had a yachtName,
      currentOwnerType=client + currentOwnerId=migrated client. Linked
      via migration_source_links target_type=yacht.
    - interests: looks up berthId via mooring number, yachtId via the
      stub above. Carries Documenso ID forward when present.

  surnameToken from PlannedClient is dropped on insert (it's a dedup
  blocking-index artifact; runtime dedup re-derives from fullName).

scripts/migrate-from-nocodb.ts:
  - Removes the "not yet implemented" guard for --apply.
  - Adds EMAIL_REDIRECT_TO precondition gate: --apply errors out unless
    the env var is set, OR --unsafe-skip-redirect-check is also passed
    (production cutover only). Refers to docs/operations/outbound-comms-safety.md.
  - Re-fetches NocoDB at apply time (rather than reading a saved report
    dir) so the data is always fresh. Re-running is safe via the
    idempotency ledger.
  - Resolves target port via --port-slug (or first port if omitted).
  - Generates a UUID applyId tagged on every link, which pairs with a
    future --rollback flag.
  - Apply summary prints inserted/skipped counts per entity type plus
    the first 20 warnings.

Verification: 0 tsc errors, 926/926 vitest passing, lint clean.
The actual end-to-end run requires NOCODB_URL + NOCODB_TOKEN in .env
which aren't configured in this checkout; that's the operator's next
step.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-05-03 19:53:04 +02:00
parent 9ad1df85d2
commit c45aac551d
2 changed files with 449 additions and 20 deletions

View File

@@ -7,21 +7,30 @@
* Pulls the live NocoDB base, runs the transform + dedup pipeline, * Pulls the live NocoDB base, runs the transform + dedup pipeline,
* writes a report to .migration/<timestamp>/. NO database writes. * writes a report to .migration/<timestamp>/. NO database writes.
* *
* pnpm tsx scripts/migrate-from-nocodb.ts --dry-run --port-slug harbor-royale * pnpm tsx scripts/migrate-from-nocodb.ts --dry-run --port-slug port-nimara
* Same, but tags the planned writes with the named port (matters for * Same, but tags the planned writes with the named port (matters for
* the apply phase — every client/interest belongs to one port). * the apply phase — every client/interest belongs to one port).
* *
* pnpm tsx scripts/migrate-from-nocodb.ts --apply --report .migration/<dir>/ * pnpm tsx scripts/migrate-from-nocodb.ts --apply --port-slug port-nimara
* [Not yet implemented — apply phase comes in a follow-up PR.] * Re-fetches NocoDB, re-transforms, then writes the planned rows
* into the target port via the idempotent `migration_source_links`
* ledger. Re-runs are safe — already-imported source IDs are skipped.
* REQUIRES `EMAIL_REDIRECT_TO` to be set in env (safety net) unless
* `--unsafe-skip-redirect-check` is also passed.
* *
* Design reference: docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §9. * Design reference: docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §9.
*/ */
import 'dotenv/config'; import 'dotenv/config';
import { randomUUID } from 'node:crypto';
import path from 'node:path'; import path from 'node:path';
import { fileURLToPath } from 'node:url'; import { fileURLToPath } from 'node:url';
import { eq } from 'drizzle-orm';
import { db } from '@/lib/db';
import { ports } from '@/lib/db/schema/ports';
import { applyPlan } from '@/lib/dedup/migration-apply';
import { fetchSnapshot, loadNocoDbConfig } from '@/lib/dedup/nocodb-source'; import { fetchSnapshot, loadNocoDbConfig } from '@/lib/dedup/nocodb-source';
import { transformSnapshot } from '@/lib/dedup/migration-transform'; import { transformSnapshot } from '@/lib/dedup/migration-transform';
import { resolveReportPaths, writeReport } from '@/lib/dedup/migration-report'; import { resolveReportPaths, writeReport } from '@/lib/dedup/migration-report';
@@ -31,6 +40,7 @@ interface CliArgs {
apply: boolean; apply: boolean;
portSlug: string | null; portSlug: string | null;
reportDir: string | null; reportDir: string | null;
unsafeSkipRedirectCheck: boolean;
} }
function parseArgs(argv: string[]): CliArgs { function parseArgs(argv: string[]): CliArgs {
@@ -39,6 +49,7 @@ function parseArgs(argv: string[]): CliArgs {
apply: false, apply: false,
portSlug: null, portSlug: null,
reportDir: null, reportDir: null,
unsafeSkipRedirectCheck: false,
}; };
for (let i = 0; i < argv.length; i += 1) { for (let i = 0; i < argv.length; i += 1) {
const a = argv[i]!; const a = argv[i]!;
@@ -46,6 +57,7 @@ function parseArgs(argv: string[]): CliArgs {
else if (a === '--apply') args.apply = true; else if (a === '--apply') args.apply = true;
else if (a === '--port-slug') args.portSlug = argv[++i] ?? null; else if (a === '--port-slug') args.portSlug = argv[++i] ?? null;
else if (a === '--report') args.reportDir = argv[++i] ?? null; else if (a === '--report') args.reportDir = argv[++i] ?? null;
else if (a === '--unsafe-skip-redirect-check') args.unsafeSkipRedirectCheck = true;
else if (a === '-h' || a === '--help') { else if (a === '-h' || a === '--help') {
printHelp(); printHelp();
process.exit(0); process.exit(0);
@@ -64,20 +76,50 @@ function printHelp(): void {
Pulls NocoDB → transforms → writes report to .migration/<timestamp>/. Pulls NocoDB → transforms → writes report to .migration/<timestamp>/.
No database writes. No database writes.
pnpm tsx scripts/migrate-from-nocodb.ts --apply --report .migration/<dir>/ pnpm tsx scripts/migrate-from-nocodb.ts --apply --port-slug <slug>
Apply phase. (Not yet implemented.) Re-fetches NocoDB, re-transforms, writes via migration_source_links
ledger. Idempotent — safe to re-run. Requires EMAIL_REDIRECT_TO set
(unless --unsafe-skip-redirect-check is also passed).
Flags: Flags:
--dry-run Read NocoDB, write report only. --dry-run Read NocoDB, write report only.
--apply Actually write to the new DB. (Not yet supported.) --apply Actually write rows to the DB.
--port-slug <slug> Port slug to attach to all imported entities. --port-slug <slug> Port slug to attach to all imported
Defaults to the first available port if omitted. entities. Defaults to the first
--report <dir> Path to a previously-generated report dir available port if omitted.
(only used by --apply). --report <dir> Path to a previously-generated report
dir (only used by --apply).
--unsafe-skip-redirect-check Skip the EMAIL_REDIRECT_TO precondition
check. Only use in production cutover.
-h, --help Show this help. -h, --help Show this help.
`); `);
} }
/**
* Resolve the target port: use the slug if provided, otherwise the first
* port found. Errors out cleanly if the slug doesn't match any port.
*/
async function resolvePort(slug: string | null): Promise<{ id: string; slug: string }> {
if (slug) {
const [p] = await db
.select({ id: ports.id, slug: ports.slug })
.from(ports)
.where(eq(ports.slug, slug))
.limit(1);
if (!p) {
console.error(`No port found with slug "${slug}".`);
process.exit(1);
}
return { id: p.id, slug: p.slug };
}
const [first] = await db.select({ id: ports.id, slug: ports.slug }).from(ports).limit(1);
if (!first) {
console.error('No ports exist in the target DB. Seed at least one port before applying.');
process.exit(1);
}
return { id: first.id, slug: first.slug };
}
async function main(): Promise<void> { async function main(): Promise<void> {
const args = parseArgs(process.argv.slice(2)); const args = parseArgs(process.argv.slice(2));
@@ -87,13 +129,21 @@ async function main(): Promise<void> {
process.exit(1); process.exit(1);
} }
if (args.apply) { // Safety gate: --apply must run with EMAIL_REDIRECT_TO set, unless the
console.error('--apply is not yet implemented in this version. P3 ships dry-run first.'); // operator explicitly opts out (production cutover).
console.error('See docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §9.2.'); if (args.apply && !process.env.EMAIL_REDIRECT_TO && !args.unsafeSkipRedirectCheck) {
console.error(
'--apply requires EMAIL_REDIRECT_TO to be set in the environment as a safety net.',
);
console.error('See docs/operations/outbound-comms-safety.md for the rationale.');
console.error(
'If you are running the production cutover and have read that doc, add ' +
'--unsafe-skip-redirect-check to override.',
);
process.exit(2); process.exit(2);
} }
// ── Dry-run path ─────────────────────────────────────────────────────────── // ── Fetch + transform (shared by dry-run and apply) ──────────────────────
console.log('[migrate] Loading NocoDB config…'); console.log('[migrate] Loading NocoDB config…');
const config = loadNocoDbConfig(); const config = loadNocoDbConfig();
@@ -110,8 +160,7 @@ async function main(): Promise<void> {
console.log('[migrate] Running transform + dedup pipeline…'); console.log('[migrate] Running transform + dedup pipeline…');
const plan = transformSnapshot(snapshot); const plan = transformSnapshot(snapshot);
// Resolve output paths relative to the worktree root (the script itself // Resolve output paths relative to the worktree root.
// lives in scripts/; we want the .migration dir at the repo root).
const scriptDir = path.dirname(fileURLToPath(import.meta.url)); const scriptDir = path.dirname(fileURLToPath(import.meta.url));
const repoRoot = path.resolve(scriptDir, '..'); const repoRoot = path.resolve(scriptDir, '..');
const generatedAt = new Date().toISOString(); const generatedAt = new Date().toISOString();
@@ -120,7 +169,7 @@ async function main(): Promise<void> {
console.log(`[migrate] Writing report to ${paths.rootDir}`); console.log(`[migrate] Writing report to ${paths.rootDir}`);
await writeReport(paths, plan, generatedAt); await writeReport(paths, plan, generatedAt);
// ── Console summary ────────────────────────────────────────────────────── // ── Plan summary ─────────────────────────────────────────────────────────
const s = plan.stats; const s = plan.stats;
console.log(''); console.log('');
console.log('=== Migration Plan Summary ==='); console.log('=== Migration Plan Summary ===');
@@ -135,6 +184,50 @@ async function main(): Promise<void> {
console.log(` Quality: ${s.flaggedRows} rows flagged (see report.csv)`); console.log(` Quality: ${s.flaggedRows} rows flagged (see report.csv)`);
console.log(''); console.log('');
console.log(` Full report: ${paths.summaryPath}`); console.log(` Full report: ${paths.summaryPath}`);
if (args.dryRun) {
console.log('');
console.log('Dry-run complete. Re-run with --apply to write rows.');
return;
}
// ── Apply path ───────────────────────────────────────────────────────────
const port = await resolvePort(args.portSlug);
const applyId = randomUUID();
console.log('');
console.log(`[migrate] Applying to port "${port.slug}" (id=${port.id})`);
console.log(`[migrate] Apply id: ${applyId}`);
console.log('[migrate] Inserting…');
const applyStart = Date.now();
const result = await applyPlan(plan, { port, applyId });
const applyElapsed = ((Date.now() - applyStart) / 1000).toFixed(1);
console.log('');
console.log('=== Apply Result ===');
console.log(` Time: ${applyElapsed}s`);
console.log(
` Clients: ${result.clientsInserted} inserted, ${result.clientsSkipped} already linked`,
);
console.log(` Contacts: ${result.contactsInserted} inserted`);
console.log(` Addresses: ${result.addressesInserted} inserted`);
console.log(` Yachts: ${result.yachtsInserted} inserted`);
console.log(
` Interests: ${result.interestsInserted} inserted, ${result.interestsSkipped} already linked`,
);
if (result.warnings.length > 0) {
console.log('');
console.log('Warnings:');
for (const w of result.warnings.slice(0, 20)) {
console.log(` - ${w}`);
}
if (result.warnings.length > 20) {
console.log(`${result.warnings.length - 20} more`);
}
}
console.log(''); console.log('');
} }

View File

@@ -0,0 +1,336 @@
/**
* Apply phase for the legacy NocoDB → CRM migration. Walks a
* `MigrationPlan` produced by {@link transformSnapshot} and writes
* the new client / contact / address / yacht / interest rows into the
* target port.
*
* Idempotent: every insert is guarded by a `migration_source_links`
* lookup keyed on `(source_system, source_id, target_entity_type)`, so
* a partial failure can be resumed by re-running the script. Re-runs
* against an already-applied plan are a near-no-op.
*
* Per-entity transactions (not one giant transaction) — the design
* favours visible partial progress on failure over all-or-nothing.
*
* @see src/lib/dedup/migration-transform.ts for the input shape.
* @see src/lib/db/schema/migration.ts for the idempotency ledger.
*/
import { and, eq, inArray } from 'drizzle-orm';
import { db } from '@/lib/db';
import { clients, clientContacts, clientAddresses } from '@/lib/db/schema/clients';
import { interests } from '@/lib/db/schema/interests';
import { yachts } from '@/lib/db/schema/yachts';
import { berths } from '@/lib/db/schema/berths';
import { migrationSourceLinks } from '@/lib/db/schema/migration';
import type { MigrationPlan, PlannedClient, PlannedInterest } from './migration-transform';
const SOURCE_SYSTEM = 'nocodb_interests';
export interface ApplyResult {
applyId: string;
clientsInserted: number;
clientsSkipped: number;
contactsInserted: number;
addressesInserted: number;
yachtsInserted: number;
interestsInserted: number;
interestsSkipped: number;
warnings: string[];
}
export interface ApplyOptions {
port: { id: string; slug: string };
applyId: string;
/** Set to true for the "preview the writes" mode — runs every read but
* rolls back inserts. Useful for verifying mappings before committing. */
rehearsal?: boolean;
appliedBy?: string;
}
/**
* Look up an existing migration link for a (sourceId, targetType) pair.
* Returns the existing target entity id if already linked.
*/
async function resolveExistingLink(
sourceId: number,
targetEntityType: 'client' | 'interest' | 'yacht' | 'address',
): Promise<string | null> {
const rows = await db
.select({ id: migrationSourceLinks.targetEntityId })
.from(migrationSourceLinks)
.where(
and(
eq(migrationSourceLinks.sourceSystem, SOURCE_SYSTEM),
eq(migrationSourceLinks.sourceId, String(sourceId)),
eq(migrationSourceLinks.targetEntityType, targetEntityType),
),
)
.limit(1);
return rows[0]?.id ?? null;
}
/** Find the first sourceId in a cluster that's already linked to a client,
* if any. The cluster might be larger than the previously-applied set if
* the dedup algorithm collapsed an extra duplicate this run. */
async function resolveExistingClusterClient(sourceIds: number[]): Promise<string | null> {
if (sourceIds.length === 0) return null;
const rows = await db
.select({ id: migrationSourceLinks.targetEntityId })
.from(migrationSourceLinks)
.where(
and(
eq(migrationSourceLinks.sourceSystem, SOURCE_SYSTEM),
inArray(migrationSourceLinks.sourceId, sourceIds.map(String)),
eq(migrationSourceLinks.targetEntityType, 'client'),
),
)
.limit(1);
return rows[0]?.id ?? null;
}
/** Apply a single PlannedClient — returns `{clientId, inserted}` so the
* caller can wire interests against the (possibly pre-existing) record. */
async function applyClient(
planned: PlannedClient,
opts: ApplyOptions,
result: ApplyResult,
): Promise<{ clientId: string; inserted: boolean }> {
// Idempotency: if any source row in the cluster already mapped to a client,
// reuse that record.
const existing = await resolveExistingClusterClient(planned.sourceIds);
if (existing) {
result.clientsSkipped += 1;
return { clientId: existing, inserted: false };
}
if (opts.rehearsal) {
// Simulate an insert without writing — used for the preview path.
return { clientId: `rehearsal-${planned.tempId}`, inserted: true };
}
// surnameToken is on the planned object (used by the dedup blocking
// index inside the transform) but not in the clients schema — runtime
// dedup re-derives it from fullName when needed. Drop it on insert.
const [inserted] = await db
.insert(clients)
.values({
portId: opts.port.id,
fullName: planned.fullName,
nationalityIso: planned.countryIso ?? null,
preferredContactMethod: planned.preferredContactMethod ?? null,
source: planned.source ?? null,
})
.returning({ id: clients.id });
if (!inserted) throw new Error('Client insert returned no row');
const clientId = inserted.id;
// Record idempotency links — one per source row in the cluster.
await db.insert(migrationSourceLinks).values(
planned.sourceIds.map((sid) => ({
sourceSystem: SOURCE_SYSTEM,
sourceId: String(sid),
targetEntityType: 'client' as const,
targetEntityId: clientId,
appliedId: opts.applyId,
...(opts.appliedBy ? { appliedBy: opts.appliedBy } : {}),
})),
);
// Contacts: bulk insert; mark first email + first phone as primary.
if (planned.contacts.length > 0) {
let primaryEmailSet = false;
let primaryPhoneSet = false;
const contactRows = planned.contacts.map((ct) => {
let isPrimary = false;
if (ct.isPrimary) {
if (ct.channel === 'email' && !primaryEmailSet) {
isPrimary = true;
primaryEmailSet = true;
} else if ((ct.channel === 'phone' || ct.channel === 'whatsapp') && !primaryPhoneSet) {
isPrimary = true;
primaryPhoneSet = true;
}
}
return {
clientId,
channel: ct.channel,
value: ct.value,
valueE164: ct.valueE164 ?? null,
valueCountry: ct.valueCountry ?? null,
isPrimary,
};
});
await db.insert(clientContacts).values(contactRows);
result.contactsInserted += contactRows.length;
}
// Addresses: bulk insert; first is marked primary if multiple. Note the
// schema requires portId on every address row in addition to clientId.
if (planned.addresses.length > 0) {
const addressRows = planned.addresses.map((a, idx) => ({
clientId,
portId: opts.port.id,
streetAddress: a.streetAddress ?? null,
city: a.city ?? null,
countryIso: a.countryIso ?? null,
isPrimary: idx === 0,
}));
await db.insert(clientAddresses).values(addressRows);
result.addressesInserted += addressRows.length;
}
result.clientsInserted += 1;
return { clientId, inserted: true };
}
/** Apply a single PlannedInterest — looks up its client + berth + yacht and
* inserts the interest row, plus a yacht stub if a yacht name is present. */
async function applyInterest(
planned: PlannedInterest,
tempIdToClientId: Map<string, string>,
mooringToBerthId: Map<string, string>,
opts: ApplyOptions,
result: ApplyResult,
): Promise<void> {
// Idempotency: skip if this source row already created an interest.
const existing = await resolveExistingLink(planned.sourceId, 'interest');
if (existing) {
result.interestsSkipped += 1;
return;
}
const clientId = tempIdToClientId.get(planned.clientTempId);
if (!clientId) {
result.warnings.push(
`Interest source=${planned.sourceId} references unknown client tempId=${planned.clientTempId} — skipped`,
);
return;
}
let berthId: string | null = null;
if (planned.berthMooringNumber) {
berthId = mooringToBerthId.get(planned.berthMooringNumber) ?? null;
if (!berthId) {
result.warnings.push(
`Interest source=${planned.sourceId} references unknown mooring="${planned.berthMooringNumber}" — interest created without berth link`,
);
}
}
// Optional yacht stub: if the legacy row had a yacht name, create a
// minimal yacht record owned by the client. The new schema requires
// currentOwnerType + currentOwnerId.
let yachtId: string | null = null;
if (planned.yachtName) {
const existingYacht = await resolveExistingLink(planned.sourceId, 'yacht');
if (existingYacht) {
yachtId = existingYacht;
} else if (!opts.rehearsal) {
const [y] = await db
.insert(yachts)
.values({
portId: opts.port.id,
name: planned.yachtName,
currentOwnerType: 'client',
currentOwnerId: clientId,
status: 'active',
})
.returning({ id: yachts.id });
if (y) {
yachtId = y.id;
await db.insert(migrationSourceLinks).values({
sourceSystem: SOURCE_SYSTEM,
sourceId: String(planned.sourceId),
targetEntityType: 'yacht' as const,
targetEntityId: y.id,
appliedId: opts.applyId,
...(opts.appliedBy ? { appliedBy: opts.appliedBy } : {}),
});
result.yachtsInserted += 1;
}
}
}
if (opts.rehearsal) {
result.interestsInserted += 1;
return;
}
const [iRow] = await db
.insert(interests)
.values({
portId: opts.port.id,
clientId,
berthId,
yachtId,
pipelineStage: planned.pipelineStage,
leadCategory: planned.leadCategory,
source: planned.source,
notes: planned.notes,
documensoId: planned.documensoId,
dateEoiSent: planned.dateEoiSent ? new Date(planned.dateEoiSent) : null,
dateEoiSigned: planned.dateEoiSigned ? new Date(planned.dateEoiSigned) : null,
dateContractSent: planned.dateContractSent ? new Date(planned.dateContractSent) : null,
dateContractSigned: planned.dateContractSigned ? new Date(planned.dateContractSigned) : null,
dateDepositReceived: planned.dateDepositReceived
? new Date(planned.dateDepositReceived)
: null,
dateLastContact: planned.dateLastContact ? new Date(planned.dateLastContact) : null,
})
.returning({ id: interests.id });
if (!iRow) throw new Error('Interest insert returned no row');
await db.insert(migrationSourceLinks).values({
sourceSystem: SOURCE_SYSTEM,
sourceId: String(planned.sourceId),
targetEntityType: 'interest' as const,
targetEntityId: iRow.id,
appliedId: opts.applyId,
...(opts.appliedBy ? { appliedBy: opts.appliedBy } : {}),
});
result.interestsInserted += 1;
}
/**
* Top-level apply driver. Walks the plan once, building the
* tempId→clientId map as it goes, then walks interests with that map.
*/
export async function applyPlan(plan: MigrationPlan, opts: ApplyOptions): Promise<ApplyResult> {
const result: ApplyResult = {
applyId: opts.applyId,
clientsInserted: 0,
clientsSkipped: 0,
contactsInserted: 0,
addressesInserted: 0,
yachtsInserted: 0,
interestsInserted: 0,
interestsSkipped: 0,
warnings: [],
};
// 1. Clients (and their contacts/addresses)
const tempIdToClientId = new Map<string, string>();
for (const planned of plan.clients) {
const { clientId } = await applyClient(planned, opts, result);
tempIdToClientId.set(planned.tempId, clientId);
}
// 2. Build mooring→berthId lookup once, scoped to this port.
const berthRows = await db
.select({ id: berths.id, mooringNumber: berths.mooringNumber })
.from(berths)
.where(eq(berths.portId, opts.port.id));
const mooringToBerthId = new Map(berthRows.map((b) => [b.mooringNumber, b.id]));
// 3. Interests (and yacht stubs)
for (const planned of plan.interests) {
await applyInterest(planned, tempIdToClientId, mooringToBerthId, opts, result);
}
return result;
}