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docs: record v1 to v2 database migration decisions
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docs/design/v1-v2-database-migration.md
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docs/design/v1-v2-database-migration.md
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# V1 to V2 Database Migration
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## Approach
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- Use the `dev` branch database schema and migration registry as the V1 baseline.
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- Remove migrations that exist only on the V2 branch.
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- Generate one canonical migration from the `dev` schema to the final V2 schema.
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- Add explicit data operations to that migration where generated DDL is insufficient.
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- Test the migration against a populated database at the exact `dev` schema.
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## Preserve
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The canonical V1 data remains in its existing tables. In particular, preserve `session`, `message`, and `part` rows.
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Preserve `workspace` rows and existing `session.workspace_id` values unchanged. The migration must not clear or rebuild
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workspace relationships.
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Keep the `todo` table and its data unchanged. V2 does not currently migrate todos into another representation, and the
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generated migration must not drop the table.
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## Truncate
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Truncate these pre-launch V2 tables before applying schema changes:
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- `event`
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- `event_sequence`
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- `session_message`
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These rows are not canonical V1 data. Truncating `event` before adding the required `event.created` column means the
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column needs neither a backfill nor a default. After truncation, rebuild `session_message` from canonical V1 `message`
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and `part` rows rather than retaining its pre-launch V2 contents.
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## Message Backfill
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Backfill canonical V1 history from `message` and `part` into `session_message`. This is the main data transformation in
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the migration. Preserving the V1 tables alone keeps the data safe but does not make existing history visible through the
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V2 session APIs, which read `session_message`.
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Reuse each V1 `message.id` as the corresponding `session_message.id`. Stable IDs keep the migration deterministic and
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avoid rewriting other persisted state that may refer to a message.
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Within each session, order V1 messages by `time_created` and then `id`, matching the existing V1 message index. Assign
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contiguous `session_message.seq` values starting at `0`.
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Map ordinary V1 messages one-to-one by role. Each ordinary V1 user message becomes one V2 `user` row, and each ordinary
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V1 assistant message becomes one V2 `assistant` row. Fold the source message's ordered V1 parts into that row's V2
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payload.
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Handle semantic marker parts before applying the ordinary mapping. In particular, a V1 user message containing a
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`compaction` part and its paired assistant summary represent one compaction operation, not two ordinary messages. Special
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part mappings must be decided explicitly before implementing the backfill.
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V1 synthetic content is represented by user text parts with `synthetic: true`, not by a separate message role. A V1 user
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message whose visible text parts are all synthetic should become a V2 `synthetic` message. If a V1 user message mixes
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ordinary and synthetic content, preserve the ordinary content in the V2 `user` row and emit the synthetic content as an
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adjacent V2 `synthetic` row. Ignore text parts marked `ignored`, matching V1 model-history behavior.
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Use the V1 compaction user message ID as the ID of the collapsed V2 compaction message. This matches V2's use of the
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admitted compaction input ID and preserves references to the initiating message.
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For a completed compaction, create one V2 `compaction` row with `status: "completed"`. Set `reason` from the V1
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compaction part's `auto` flag, join the paired summary assistant's nonempty text parts with blank lines for `summary`, and
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serialize the retained V1 tail beginning at `tail_start_id` for `recent`. Use an empty `recent` value when no tail was
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retained, and use the compaction user message creation time. Do not emit the paired summary assistant as a separate V2
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assistant row.
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After rebuilding `session_message`, seed `event_sequence` with one row per migrated session. Set its watermark to that
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session's maximum backfilled `session_message.seq`. This prevents new V2 events from reusing sequence numbers or sorting
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before migrated history. The `event` table remains empty.
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## Drop
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Drop these pre-launch V2 tables without preserving or transforming their rows:
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- `session_input`
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- `session_context_epoch`
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Do not transfer `session_input` rows into `session_pending`.
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## Create Empty
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Let the generated migration create these tables empty:
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- `instruction_blob`
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- `instruction_entry`
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- `instruction_state`
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- `session_pending`
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- `kv`
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V1 has no canonical data to backfill into these tables. V2 initializes their state as it runs.
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## Fork Storage
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V1 has no fork-boundary state to backfill. New V2 forks use a required message boundary and persist it in
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`session.fork_boundary`. The durable fork event contains no parent sequence. Its resolved boundary is one of:
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- `before`: copy messages before the identified message.
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- `through`: copy messages through the identified message.
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Forking an empty session is not supported. `session.fork_seq` and `session.fork_message_id` are not part of the final V2
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schema.
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New nullable session columns, including `fork_session_id`, `fork_boundary`, and `time_suspended`, require no explicit
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backfill. Existing rows naturally receive `NULL` when the generated migration adds the columns.
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## Verification
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The canonical migration test should seed representative V1 sessions, messages, parts, todos, projects, accounts,
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credentials, permissions, shares, and workspaces. After migration, it should verify:
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- Preserved rows and encoded values remain unchanged.
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- Todo rows remain available in the unchanged `todo` table.
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- `event` is empty, and stale pre-launch rows are absent from the rebuilt projections.
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- Backfilled `session_message` rows represent the canonical V1 `message` and `part` history.
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- Each migrated session's `event_sequence` watermark matches its maximum backfilled message sequence.
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- Dropped tables no longer exist.
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- New tables exist and are empty.
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- The final schema has no ungenerated changes.
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