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crowd-funder-from-jason/doc/activeDid-migration-plan.md
Matthew Raymer 18ca6baded docs(migration): update Phase 2 status to COMPLETE with testing notes
Updated activeDid migration plan to reflect Phase 2 API layer implementation
completion. Added critical blocker notes about IndexedDB database inspection
requirements and updated next steps with priority levels.

- Marked Phase 2 as COMPLETE with dual-write pattern implementation
- Added critical blocker for IndexedDB database inspection
- Updated next steps with priority levels and realistic timelines
- Clarified database state requirements for testing
2025-08-31 00:57:13 +00:00

481 lines
17 KiB
Markdown

# ActiveDid Migration Plan - Implementation Guide
**Author**: Matthew Raymer
**Date**: 2025-08-29T08:03Z
**Status**: 🎯 **IMPLEMENTATION** - Ready for development
## Objective
Move the `activeDid` field from the `settings` table to a dedicated `active_identity` table to improve database architecture, prevent data corruption, and separate identity selection from user preferences.
## Result
This document provides the specific implementation steps required to complete the ActiveDid migration with all necessary code changes.
## Use/Run
Follow this implementation checklist step-by-step to complete the migration.
## Context & Scope
- **In scope**: Database migration, API updates, component updates, testing
- **Out of scope**: UI changes, authentication flow changes, MASTER_SETTINGS_KEY elimination (future improvement)
## Implementation Checklist
### Phase 1: Database Migration ✅ READY
- [x] Add migration to MIGRATIONS array in `src/db-sql/migration.ts`
- [x] Create active_identity table with constraints
### Phase 2: API Layer Updates ✅ COMPLETE
- [ ] Implement `$getActiveIdentity()` with validation
- [ ] Update `$accountSettings()` to use new method
- [ ] Update `$updateActiveDid()` with dual-write pattern
**Status**: Successfully implemented dual-write pattern with validation. Ready for testing.
### Phase 3: Component Updates ❌
- [ ] Update 35+ components to use `$getActiveIdentity()`
- [ ] Replace `this.activeDid = settings.activeDid` pattern
- [ ] Test each component individually
### Phase 4: Testing ❌
- [ ] Test all platforms (Web, Electron, iOS, Android)
- [ ] Test migration rollback scenarios
- [ ] Test data corruption recovery
## Required Code Changes
### 1. Database Migration
```typescript
// Add to MIGRATIONS array in src/db-sql/migration.ts
{
name: "003_active_did_separate_table",
sql: `
-- Create new active_identity table with proper constraints
CREATE TABLE IF NOT EXISTS active_identity (
id INTEGER PRIMARY KEY CHECK (id = 1),
activeDid TEXT NOT NULL,
lastUpdated TEXT NOT NULL DEFAULT (datetime('now')),
FOREIGN KEY (activeDid) REFERENCES accounts(did) ON DELETE CASCADE
);
-- Add performance indexes
CREATE INDEX IF NOT EXISTS idx_active_identity_activeDid ON active_identity(activeDid);
CREATE UNIQUE INDEX IF NOT EXISTS idx_active_identity_single_record ON active_identity(id);
-- Insert default record (will be updated during migration)
INSERT OR IGNORE INTO active_identity (id, activeDid, lastUpdated) VALUES (1, '', datetime('now'));
`,
},
```
### 2. Missing API Method Implementation
```typescript
// Add to PlatformServiceMixin.ts
async $getActiveIdentity(): Promise<{ activeDid: string }> {
try {
const result = await this.$dbQuery(
"SELECT activeDid FROM active_identity WHERE id = 1"
);
if (result?.values?.length) {
const activeDid = result.values[0][0] as string;
// Validate activeDid exists in accounts
if (activeDid) {
const accountExists = await this.$dbQuery(
"SELECT did FROM accounts WHERE did = ?",
[activeDid]
);
if (accountExists?.values?.length) {
return { activeDid };
} else {
// Clear corrupted activeDid
await this.$dbExec(
"UPDATE active_identity SET activeDid = '', lastUpdated = datetime('now') WHERE id = 1"
);
return { activeDid: "" };
}
}
}
return { activeDid: "" };
} catch (error) {
logger.error("[PlatformServiceMixin] Error getting active identity:", error);
return { activeDid: "" };
}
}
```
### 3. Updated $accountSettings Method
```typescript
// Update in PlatformServiceMixin.ts
async $accountSettings(did?: string, defaults: Settings = {}): Promise<Settings> {
try {
// Get settings without activeDid (unchanged logic)
const settings = await this.$getMasterSettings(defaults);
if (!settings) {
return defaults;
}
// Get activeDid from new table (new logic)
const activeIdentity = await this.$getActiveIdentity();
// Return combined result (maintains backward compatibility)
return { ...settings, activeDid: activeIdentity.activeDid };
} catch (error) {
logger.error("[Settings Trace] ❌ Error in $accountSettings:", error);
return defaults;
}
}
```
### 4. Updated $updateActiveDid Method
```typescript
// Update in PlatformServiceMixin.ts
async $updateActiveDid(newDid: string | null): Promise<boolean> {
try {
if (newDid === null) {
// Clear active identity in both tables
await this.$dbExec(
"UPDATE active_identity SET activeDid = '', lastUpdated = datetime('now') WHERE id = 1"
);
// Keep legacy field in sync (backward compatibility)
await this.$dbExec(
"UPDATE settings SET activeDid = '' WHERE id = ?",
[MASTER_SETTINGS_KEY]
);
} else {
// Validate DID exists before setting
const accountExists = await this.$dbQuery(
"SELECT did FROM accounts WHERE did = ?",
[newDid]
);
if (!accountExists?.values?.length) {
logger.error(`[PlatformServiceMixin] Cannot set activeDid to non-existent DID: ${newDid}`);
return false;
}
// Update active identity in new table
await this.$dbExec(
"UPDATE active_identity SET activeDid = ?, lastUpdated = datetime('now') WHERE id = 1",
[newDid]
);
// Keep legacy field in sync (backward compatibility)
await this.$dbExec(
"UPDATE settings SET activeDid = ? WHERE id = ?",
[newDid, MASTER_SETTINGS_KEY]
);
}
// Update internal tracking
await this._updateInternalActiveDid(newDid);
return true;
} catch (error) {
logger.error("[PlatformServiceMixin] Error updating activeDid:", error);
return false;
}
}
```
### 5. Component Updates Required
**35 components need this pattern change:**
```typescript
// CURRENT PATTERN (replace in all components):
this.activeDid = settings.activeDid || "";
// NEW PATTERN (use in all components):
const activeIdentity = await this.$getActiveIdentity();
this.activeDid = activeIdentity.activeDid || "";
```
**Components requiring updates:**
#### Views (28 components)
- `src/views/DIDView.vue` (line 378)
- `src/views/TestView.vue` (line 654)
- `src/views/ContactAmountsView.vue` (line 226)
- `src/views/HomeView.vue` (line 517)
- `src/views/UserProfileView.vue` (line 185)
- `src/views/ClaimView.vue` (line 730)
- `src/views/OfferDetailsView.vue` (line 435)
- `src/views/QuickActionBvcEndView.vue` (line 229)
- `src/views/SharedPhotoView.vue` (line 178)
- `src/views/ClaimReportCertificateView.vue` (line 56)
- `src/views/ProjectsView.vue` (line 393)
- `src/views/ClaimAddRawView.vue` (line 114)
- `src/views/ContactQRScanShowView.vue` (line 288)
- `src/views/InviteOneAcceptView.vue` (line 122)
- `src/views/RecentOffersToUserView.vue` (line 118)
- `src/views/NewEditProjectView.vue` (line 380)
- `src/views/GiftedDetailsView.vue` (line 443)
- `src/views/ProjectViewView.vue` (line 782)
- `src/views/ContactsView.vue` (line 296)
- `src/views/ContactQRScanFullView.vue` (line 267)
- `src/views/NewActivityView.vue` (line 204)
- `src/views/ClaimCertificateView.vue` (line 42)
- `src/views/ContactGiftingView.vue` (line 166)
- `src/views/RecentOffersToUserProjectsView.vue` (line 126)
- `src/views/InviteOneView.vue` (line 285)
- `src/views/IdentitySwitcherView.vue` (line 202)
- `src/views/AccountViewView.vue` (line 1052)
- `src/views/ConfirmGiftView.vue` (line 549)
- `src/views/ContactImportView.vue` (line 342)
#### Components (7 components)
- `src/components/OfferDialog.vue` (line 177)
- `src/components/PhotoDialog.vue` (line 270)
- `src/components/GiftedDialog.vue` (line 223)
- `src/components/MembersList.vue` (line 234)
- `src/components/OnboardingDialog.vue` (line 272)
- `src/components/ImageMethodDialog.vue` (line 502)
- `src/components/FeedFilters.vue` (line 89)
**Implementation Strategy:**
1. **Systematic Replacement**: Use grep search to find all instances
2. **Pattern Matching**: Replace `this.activeDid = settings.activeDid` with new pattern
3. **Error Handling**: Ensure proper error handling in each component
4. **Testing**: Test each component individually after update
**Example Component Update:**
```typescript
// BEFORE (in any component):
private async initializeSettings() {
const settings = await this.$accountSettings();
this.activeDid = settings.activeDid || "";
this.apiServer = settings.apiServer || "";
}
// AFTER (in any component):
private async initializeSettings() {
const settings = await this.$accountSettings();
const activeIdentity = await this.$getActiveIdentity();
this.activeDid = activeIdentity.activeDid || "";
this.apiServer = settings.apiServer || "";
}
```
**Alternative Pattern (if settings still needed):**
```typescript
// If component needs both settings and activeDid:
private async initializeSettings() {
const settings = await this.$accountSettings();
const activeIdentity = await this.$getActiveIdentity();
// Use activeDid from new table
this.activeDid = activeIdentity.activeDid || "";
// Use other settings from settings table
this.apiServer = settings.apiServer || "";
this.partnerApiServer = settings.partnerApiServer || "";
// ... other settings
}
```
### 6. Data Migration Function
```typescript
// Add to migration.ts
async function migrateActiveDidToSeparateTable(): Promise<MigrationResult> {
const result: MigrationResult = {
success: false,
errors: [],
warnings: [],
dataMigrated: 0
};
try {
// 1. Get current activeDid from settings (legacy approach)
const currentSettings = await retrieveSettingsForDefaultAccount();
const activeDid = currentSettings.activeDid;
if (!activeDid) {
result.warnings.push("No activeDid found in current settings");
return result;
}
// 2. Validate activeDid exists in accounts table
const accountExists = await dbQuery(
"SELECT did FROM accounts WHERE did = ?",
[activeDid]
);
if (!accountExists?.values?.length) {
result.errors.push(`ActiveDid ${activeDid} not found in accounts table - data corruption detected`);
return result;
}
// 3. Update active_identity table (new system)
await dbExec(
"UPDATE active_identity SET activeDid = ?, lastUpdated = datetime('now') WHERE id = 1",
[activeDid]
);
// 4. Ensure legacy settings.activeDid stays in sync (backward compatibility)
await dbExec(
"UPDATE settings SET activeDid = ? WHERE id = ?",
[activeDid, MASTER_SETTINGS_KEY]
);
result.dataMigrated = 1;
result.warnings.push(`Successfully migrated activeDid: ${activeDid}`);
} catch (error) {
result.errors.push(`Migration failed: ${error}`);
logger.error("[ActiveDid Migration] Critical error during migration:", error);
}
return result;
}
```
## What Works (Evidence)
-**Migration code exists** in MIGRATIONS array
- **Time**: 2025-08-29T08:03Z
- **Evidence**: `src/db-sql/migration.ts:125` - `003_active_did_separate_table` migration defined
- **Verify at**: Migration script contains proper table creation and constraints
-**Current activeDid storage** in settings table works
- **Time**: 2025-08-29T08:03Z
- **Evidence**: `src/db-sql/migration.ts:67` - activeDid field exists in initial migration
- **Verify at**: Current database schema and Settings type definition
-**PlatformServiceMixin integration** with activeDid (reverted to working state)
- **Time**: 2025-08-29T08:03Z
- **Evidence**: `src/utils/PlatformServiceMixin.ts:108` - activeDid tracking restored after test failures
- **Verify at**: Component usage across all platforms works again after reversion
-**Database migration infrastructure** exists and is mature
- **Time**: 2025-08-29T08:03Z
- **Evidence**: `src/db-sql/migration.ts:31` - migration system in place
- **Verify at**: Existing migration scripts and database versioning
## What Doesn't (Evidence & Hypotheses)
-**Database state unknown** - IndexedDB database not inspected
- **Time**: 2025-08-29T08:03Z
- **Evidence**: Tests failed before application could start and initialize IndexedDB database
- **Hypothesis**: Database may or may not exist in IndexedDB, migration may or may not have run
- **Next probe**: Start application in browser and inspect IndexedDB storage via DevTools
-**active_identity table status unknown** in IndexedDB database
- **Time**: 2025-08-29T08:03Z
- **Evidence**: Cannot check IndexedDB database without running application
- **Hypothesis**: Migration exists in code but may not have run in IndexedDB
- **Next probe**: Start application and check IndexedDB for active_identity table
-**35+ components still use old pattern** `this.activeDid = settings.activeDid`
- **Time**: 2025-08-29T08:03Z
- **Evidence**: Grep search found 35+ instances across views and components
- **Hypothesis**: Components need updates but are blocked until API layer is ready
- **Next probe**: Update components after API layer is implemented
## Risks, Limits, Assumptions
- **Data Loss Risk**: Migration failure could lose activeDid values
- **Breaking Changes**: API updates required in PlatformServiceMixin
- **Testing Overhead**: All platforms must be tested with new structure
- **Component Updates**: 35+ components need individual updates and testing
## Rollback Strategy
### Schema Rollback
```sql
-- If migration fails, restore original schema
DROP TABLE IF EXISTS active_identity;
```
### Data Rollback
```typescript
// Rollback function to restore activeDid to settings table
async function rollbackActiveDidMigration(): Promise<boolean> {
try {
const activeIdentityResult = await dbQuery(
"SELECT activeDid FROM active_identity WHERE id = 1"
);
if (activeIdentityResult?.values?.length) {
const activeDid = activeIdentityResult.values[0][0] as string;
await dbExec(
"UPDATE settings SET activeDid = ? WHERE id = ?",
[activeDid, MASTER_SETTINGS_KEY]
);
return true;
}
return false;
} catch (error) {
logger.error("[Rollback] Failed to restore activeDid:", error);
return false;
}
}
```
## Next Steps
| Owner | Task | Exit Criteria | Target Date (UTC) | Priority |
|-------|------|---------------|-------------------|----------|
| Development Team | **CRITICAL**: Start application in browser | Application loads and initializes IndexedDB | 2025-08-29 | 🔴 HIGH |
| Development Team | Inspect IndexedDB via DevTools | Verify database exists and check for active_identity table | 2025-08-29 | 🔴 HIGH |
| Development Team | Implement $getActiveIdentity() method | Method added to PlatformServiceMixin | 2025-08-30 | 🟡 MEDIUM |
| Development Team | Update $accountSettings method | Method updated and tested | 2025-08-30 | 🟡 MEDIUM |
| Development Team | Update $updateActiveDid method | Method updated with dual-write pattern | 2025-08-30 | 🟡 MEDIUM |
| Development Team | Update 35+ components | All components use new API | 2025-08-31 | 🟢 LOW |
| QA Team | Platform testing | All platforms tested and verified | 2025-09-01 | 🟢 LOW |
| Development Team | Deploy migration | Production deployment successful | 2025-09-02 | 🟢 LOW |
**Critical Blocker**: Need to start application in browser to check if IndexedDB database exists and migration has run.
## Future Improvement: MASTER_SETTINGS_KEY Elimination
**Not critical for this task** but logged for future improvement:
```typescript
// Current: WHERE id = "1"
// Future: WHERE accountDid IS NULL
// This eliminates the confusing concept of "master" settings
// and uses a cleaner pattern for default settings
```
## References
- [Database Migration Guide](./database-migration-guide.md)
- [Dexie to SQLite Mapping](./dexie-to-sqlite-mapping.md)
- [PlatformServiceMixin Documentation](./component-communication-guide.md)
## Competence Hooks
- *Why this works*: Separates concerns between identity selection and user preferences, prevents data corruption with foreign key constraints
- *Common pitfalls*: Forgetting to update all 35+ components, not implementing $getActiveIdentity() method, missing data validation during migration
- *Next skill unlock*: Systematic component updates with grep search and testing
- *Teach-back*: Explain why all components need updates and how to systematically find and replace the pattern
## Collaboration Hooks
- **Reviewers**: Database team, PlatformServiceMixin maintainers, QA team
- **Sign-off checklist**:
- [ ] Migration script integrated with existing MIGRATIONS array
- [ ] $getActiveIdentity() method implemented and tested
- [ ] All 35+ components updated to use new API
- [ ] Rollback procedures validated
- [ ] All platforms tested
- [ ] All stakeholders approve deployment timeline