chore: add plan

doc/activeDid-migration-plan.md

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+# ActiveDid Migration Plan - Separate Table Architecture
+
+**Author**: Matthew Raymer
+**Date**: 2025-01-27T18:30Z
+**Status**: 🎯 **PLANNING** - Active migration planning phase
+
+## Objective
+
+Move the `activeDid` field from the `settings` table to a dedicated
+`active_identity` table to improve database architecture and separate
+identity selection from user preferences.
+
+## Result
+
+This document serves as the comprehensive planning and implementation
+guide for the ActiveDid migration.
+
+## Use/Run
+
+Reference this document during implementation to ensure all migration
+steps are followed correctly and all stakeholders are aligned on the
+approach.
+
+## Context & Scope
+
+- **In scope**:
+  - Database schema modification for active_identity table
+  - Migration of existing activeDid data
+  - Updates to all platform services and mixins
+  - Type definition updates
+  - Testing across all platforms
+- **Out of scope**:
+  - Changes to user interface for identity selection
+  - Modifications to identity creation logic
+  - Changes to authentication flow
+
+## Environment & Preconditions
+
+- **OS/Runtime**: All platforms (Web, Electron, iOS, Android)
+- **Versions/Builds**: Current development branch, SQLite database
+- **Services/Endpoints**: Local database, PlatformServiceMixin
+- **Auth mode**: Existing authentication system unchanged
+
+## Architecture / Process Overview
+
+The migration follows a phased approach to minimize risk and ensure
+data integrity:
+
+```mermaid
+flowchart TD
+    A[Current State<br/>activeDid in settings] --> B[Phase 1: Schema Creation<br/>Add active_identity table]
+    B --> C[Phase 2: Data Migration<br/>Copy activeDid data]
+    C --> D[Phase 3: API Updates<br/>Update all access methods]
+    D --> E[Phase 4: Cleanup<br/>Remove activeDid from settings]
+    E --> F[Final State<br/>Separate active_identity table]
+
+    G[Rollback Plan<br/>Keep old field until verified] --> H[Data Validation<br/>Verify integrity at each step]
+    H --> I[Platform Testing<br/>Test all platforms]
+    I --> J[Production Deployment<br/>Gradual rollout]
+```
+
+## Interfaces & Contracts
+
+### Database Schema Changes
+
+| Table | Current Schema | New Schema | Migration Required |
+|-------|----------------|------------|-------------------|
+| `settings` | `activeDid TEXT` | Field removed | Yes - data migration |
+| `active_identity` | Does not exist | New table with `activeDid TEXT` | Yes - table creation |
+
+### API Contract Changes
+
+| Method | Current Behavior | New Behavior | Breaking Change |
+|---------|------------------|--------------|-----------------|
+| `$accountSettings()` | Returns settings with activeDid | Returns settings without activeDid | No - backward compatible |
+| `$saveSettings()` | Updates settings.activeDid | Updates active_identity.activeDid | Yes - requires updates |
+| `$updateActiveDid()` | Updates internal tracking | Updates active_identity table | Yes - requires updates |
+
+## Repro: End-to-End Procedure
+
+### Phase 1: Schema Creation
+
+```sql
+-- Create new active_identity table
+CREATE TABLE active_identity (
+  id INTEGER PRIMARY KEY CHECK (id = 1),
+  activeDid TEXT NOT NULL,
+  lastUpdated TEXT NOT NULL DEFAULT (datetime('now'))
+);
+
+-- Insert default record (will be updated during migration)
+INSERT INTO active_identity (id, activeDid) VALUES (1, '');
+```
+
+### Phase 2: Data Migration
+
+```typescript
+// Migration script to copy existing activeDid values
+async function migrateActiveDidToSeparateTable(): Promise<void> {
+  // Get current activeDid from settings
+  const currentSettings = await retrieveSettingsForDefaultAccount();
+  const activeDid = currentSettings.activeDid;
+
+  if (activeDid) {
+    // Insert into new table
+    await dbExec(
+      "UPDATE active_identity SET activeDid = ?, lastUpdated = datetime('now') WHERE id = 1",
+      [activeDid]
+    );
+  }
+}
+```
+
+### Phase 3: API Updates
+
+```typescript
+// Updated PlatformServiceMixin method
+async $accountSettings(did?: string, defaults: Settings = {}): Promise<Settings> {
+  // Get settings without activeDid
+  const settings = await this._getSettingsWithoutActiveDid();
+
+  // Get activeDid from separate table
+  const activeIdentity = await this._getActiveIdentity();
+
+  return { ...settings, activeDid: activeIdentity.activeDid };
+}
+```
+
+## What Works (Evidence)
+
+- ✅ **Current activeDid storage** in settings table
+  - **Time**: 2025-01-27T18:30Z
+  - **Evidence**: `src/db/tables/settings.ts:25` - activeDid field exists
+  - **Verify at**: Current database schema and Settings type definition
+
+- ✅ **PlatformServiceMixin integration** with activeDid
+  - **Time**: 2025-01-27T18:30Z
+  - **Evidence**: `src/utils/PlatformServiceMixin.ts:108` - activeDid tracking
+  - **Verify at**: Component usage across all platforms
+
+- ✅ **Database migration infrastructure** exists
+  - **Time**: 2025-01-27T18:30Z
+  - **Evidence**: `src/db-sql/migration.ts:31` - migration system in place
+  - **Verify at**: Existing migration scripts and database versioning
+
+## What Doesn't (Evidence & Hypotheses)
+
+- ❌ **No separate active_identity table** exists
+  - **Time**: 2025-01-27T18:30Z
+  - **Evidence**: Database schema only shows settings table
+  - **Hypothesis**: Table needs to be created as part of migration
+  - **Next probe**: Create migration script for new table
+
+- ❌ **Platform services hardcoded** to settings table
+  - **Time**: 2025-01-27T18:30Z
+  - **Evidence**: `src/services/platforms/*.ts` - direct settings table access
+  - **Hypothesis**: All platform services need updates
+  - **Next probe**: Audit all platform service files for activeDid usage
+
+## Risks, Limits, Assumptions
+
+- **Data Loss Risk**: Migration failure could lose activeDid values
+- **Breaking Changes**: API updates required across all platform services
+- **Rollback Complexity**: Schema changes make rollback difficult
+- **Testing Overhead**: All platforms must be tested with new structure
+- **Performance Impact**: Additional table join for activeDid retrieval
+- **Migration Timing**: Must be coordinated with other database changes
+
+## Next Steps
+
+| Owner | Task | Exit Criteria | Target Date (UTC) |
+|-------|------|---------------|-------------------|
+| Development Team | Create migration script | Migration script tested and validated | 2025-01-28 |
+| Development Team | Update type definitions | Settings type updated, ActiveIdentity type created | 2025-01-28 |
+| Development Team | Update platform services | All services use new active_identity table | 2025-01-29 |
+| Development Team | Update PlatformServiceMixin | Mixin methods updated and tested | 2025-01-29 |
+| QA Team | Platform testing | All platforms tested and verified | 2025-01-30 |
+| Development Team | Deploy migration | Production deployment successful | 2025-01-31 |
+
+## References
+
+- [Database Migration Guide](./database-migration-guide.md)
+- [Dexie to SQLite Mapping](./dexie-to-sqlite-mapping.md)
+- [PlatformServiceMixin Documentation](./component-communication-guide.md)
+- [Migration Templates](./migration-templates/)
+
+## Competence Hooks
+
+- *Why this works*: Separates concerns between identity selection and
+  user preferences, improves database normalization, enables future
+  identity management features
+- *Common pitfalls*: Forgetting to update all platform services, not
+  testing rollback scenarios, missing data validation during migration
+- *Next skill unlock*: Advanced database schema design and migration
+  planning
+- *Teach-back*: Explain the four-phase migration approach and why each
+  phase is necessary
+
+## Collaboration Hooks
+
+- **Sign-off checklist**:
+  - [ ] Migration script tested on development database
+  - [ ] All platform services updated and tested
+  - [ ] Rollback plan validated
+  - [ ] Performance impact assessed
+  - [ ] All stakeholders approve deployment timeline
+
+## Assumptions & Limits
+
+- Current activeDid values are valid and should be preserved
+- All platforms can handle the additional database table
+- Migration can be completed without user downtime
+- Rollback to previous schema is acceptable if needed
+- Performance impact of additional table join is minimal
+
+## Component & View Impact Analysis
+
+### **High Impact Components**
+
+1. **`IdentitySection.vue`** - Direct dependency on `activeDid`
+   - **Current**: Uses `activeDid` from component data
+   - **Impact**: Will need to update data binding and refresh logic
+   - **Risk**: **HIGH** - Core identity display component
+
+   **Current Implementation:**
+
+   ```vue
+   <template>
+     <div class="text-sm text-slate-500">
+       <div class="font-bold">ID:&nbsp;</div>
+       <code class="truncate">{{ activeDid }}</code>
+       <!-- ... rest of template -->
+     </div>
+   </template>
+
+   <script lang="ts">
+   export default class IdentitySection extends Vue {
+     activeDid = ""; // Direct component data
+
+     async mounted() {
+       const settings = await this.$accountSettings();
+       this.activeDid = settings.activeDid || "";
+     }
+   }
+   </script>
+   ```
+
+   **Required Changes:**
+
+   ```vue
+   <script lang="ts">
+   export default class IdentitySection extends Vue {
+     activeDid = ""; // Still needed for template binding
+
+     async mounted() {
+       // This will automatically work if $accountSettings() is updated
+       const settings = await this.$accountSettings();
+       this.activeDid = settings.activeDid || "";
+     }
+
+     // Add watcher for activeDid changes
+     async onActiveDidChanged(newDid: string | null) {
+       if (newDid) {
+         this.activeDid = newDid;
+       }
+     }
+   }
+   </script>
+   ```
+
+2. **`DIDView.vue`** - Heavy activeDid usage
+   - **Current**: Initializes `activeDid` in `mounted()` lifecycle
+   - **Impact**: Must update initialization logic to use new table
+   - **Risk**: **HIGH** - Primary DID viewing component
+
+   **Current Implementation:**
+
+   ```vue
+   <script lang="ts">
+   export default class DIDView extends Vue {
+     activeDid = ""; // Component data
+
+     async mounted() {
+       await this.initializeSettings();
+       await this.determineDIDToDisplay();
+       // ... rest of initialization
+     }
+
+     private async initializeSettings() {
+       const settings = await this.$accountSettings();
+       this.activeDid = settings.activeDid || "";
+       this.apiServer = settings.apiServer || "";
+     }
+
+     private async determineDIDToDisplay() {
+       const pathParam = window.location.pathname.substring("/did/".length);
+       let showDid = pathParam;
+
+       if (!showDid) {
+         // No DID provided in URL, use active DID
+         showDid = this.activeDid; // Uses component data
+         this.notifyDefaultToActiveDID();
+       }
+       // ... rest of logic
+     }
+   }
+   </script>
+   ```
+
+   **Required Changes:**
+
+   ```vue
+   <script lang="ts">
+   export default class DIDView extends Vue {
+     activeDid = ""; // Component data still needed
+
+     async mounted() {
+       await this.initializeSettings();
+       await this.determineDIDToDisplay();
+       // ... rest of initialization
+     }
+
+     private async initializeSettings() {
+       // This will automatically work if $accountSettings() is updated
+       const settings = await this.$accountSettings();
+       this.activeDid = settings.activeDid || "";
+       this.apiServer = settings.apiServer || "";
+     }
+
+     // Add watcher for activeDid changes
+     async onActiveDidChanged(newDid: string | null) {
+       if (newDid && newDid !== this.activeDid) {
+         this.activeDid = newDid;
+         // Re-initialize if needed
+         await this.determineDIDToDisplay();
+       }
+     }
+   }
+   </script>
+   ```
+
+3. **`HomeView.vue`** - ActiveDid change detection
+   - **Current**: Has `onActiveDidChanged()` watcher method
+   - **Impact**: Watcher logic needs updates for new data source
+   - **Risk**: **MEDIUM** - Core navigation component
+
+   **Current Implementation:**
+
+   ```vue
+   <script lang="ts">
+   export default class HomeView extends Vue {
+     async onActiveDidChanged(newDid: string | null, oldDid: string | null) {
+       if (newDid !== oldDid) {
+         // Re-initialize identity with new settings (loads settings internally)
+         await this.initializeIdentity();
+       } else {
+         logger.debug(
+           "[HomeView Settings Trace] 📍 DID unchanged, skipping re-initialization",
+         );
+       }
+     }
+
+     private async initializeIdentity() {
+       // ... identity initialization logic
+       const settings = await this.$accountSettings();
+       this.activeDid = settings.activeDid || "";
+       // ... rest of initialization
+     }
+   }
+   </script>
+   ```
+
+   **Required Changes:**
+
+   ```vue
+   <script lang="ts">
+   export default class HomeView extends Vue {
+     async onActiveDidChanged(newDid: string | null, oldDid: string | null) {
+       if (newDid !== oldDid) {
+         // This will automatically work if $accountSettings() is updated
+         await this.initializeIdentity();
+       } else {
+         logger.debug(
+           "[HomeView Settings Trace] 📍 DID unchanged, skipping re-initialization",
+         );
+       }
+     }
+
+     private async initializeIdentity() {
+       // ... identity initialization logic
+       // This will automatically work if $accountSettings() is updated
+       const settings = await this.$accountSettings();
+       this.activeDid = settings.activeDid || "";
+       // ... rest of initialization
+     }
+   }
+   </script>
+   ```
+
+   **Key Insight**: HomeView will require minimal changes since it already uses
+   the `$accountSettings()` method, which will be updated to handle the new
+   table structure transparently.
+
+### **Medium Impact Components**
+
+1. **`InviteOneAcceptView.vue`** - Identity fallback logic
+   - **Current**: Creates identity if no `activeDid` exists
+   - **Impact**: Fallback logic needs to check new table
+   - **Risk**: **MEDIUM** - Invite processing component
+
+2. **`ClaimView.vue`** - Settings retrieval
+   - **Current**: Gets `activeDid` from `$accountSettings()`
+   - **Impact**: Will automatically work if API is updated
+   - **Risk**: **LOW** - Depends on API layer updates
+
+3. **`ContactAmountsView.vue`** - Direct settings access
+   - **Current**: Accesses `activeDid` directly from settings
+   - **Impact**: Must update to use new API methods
+   - **Risk**: **MEDIUM** - Financial display component
+
+### **Service Layer Impact**
+
+1. **`WebPlatformService.ts`**
+   - **Current**: Direct SQL queries to settings table
+   - **Impact**: Must add `active_identity` table queries
+   - **Risk**: **HIGH** - Core web platform service
+
+2. **`CapacitorPlatformService.ts`**
+   - **Current**: Similar direct SQL access
+   - **Impact**: Same updates as web service
+   - **Risk**: **HIGH** - Mobile platform service
+
+3. **`PlatformServiceMixin.ts`**
+   - **Current**: Core methods like `$accountSettings()`, `$saveSettings()`
+   - **Impact**: Major refactoring required
+   - **Risk**: **CRITICAL** - Used by 50+ components
+
+### **API Contract Changes**
+
+1. **`$saveSettings()` method**
+   - **Current**: Updates `settings.activeDid`
+   - **New**: Updates `active_identity.activeDid`
+   - **Impact**: All components using this method
+
+2. **`$updateActiveDid()` method**
+   - **Current**: Internal tracking only
+   - **New**: Database persistence required
+   - **Impact**: Identity switching logic
+
+### **Testing Impact**
+
+1. **Unit Tests**
+   - All platform service methods
+   - PlatformServiceMixin methods
+   - Database migration scripts
+
+2. **Integration Tests**
+   - Component behavior with new data source
+   - Identity switching workflows
+   - Settings persistence
+
+3. **Platform Tests**
+   - Web, Electron, iOS, Android
+   - Cross-platform data consistency
+   - Migration success on all platforms
+
+### **Performance Impact**
+
+1. **Additional Table Join**
+   - Settings queries now require active_identity table
+   - Potential performance impact on frequent operations
+   - Need for proper indexing
+
+2. **Caching Considerations**
+   - ActiveDid changes trigger cache invalidation
+   - Component re-rendering on identity switches
+   - Memory usage for additional table data
+
+### **Risk Assessment by Component Type**
+
+- **Critical Risk**: PlatformServiceMixin, Platform Services
+- **High Risk**: Identity-related components, views using `$accountSettings()`
+- **Medium Risk**: Components with direct settings access, identity management
+- **Low Risk**: Components using only basic settings, utility components
+
+### **Migration Timeline Impact**
+
+- **Phase 1**: Schema Creation (1-2 days) - No component impact
+- **Phase 2**: Data Migration (1 day) - No component impact
+- **Phase 3**: API Updates (3-5 days) - All components affected
+- **Phase 4**: Cleanup (1-2 days) - No component impact
+
+### **Update Priority Order**
+
+1. **PlatformServiceMixin** - Core dependency for most components
+2. **Platform Services** - Ensure data access layer works
+3. **Identity Components** - Verify core functionality
+4. **Settings-Dependent Views** - Update in dependency order
+5. **Utility Components** - Final cleanup and testing
+
+## Deferred for depth
+
+- Advanced identity management features enabled by this change
+- Performance optimization strategies for the new table structure
+- Future schema evolution planning
+- Advanced rollback and recovery procedures