Commit Graph

2 Commits (b146de990f54a31e2c8c0b38a0e89966258877da)

Author SHA1 Message Date
Thomas Joise 4ee8f17b37 fix(onboarding-migration): preserve ad-hoc custom steps across the template swap
Final whole-branch review FIX 3.

migrateOnboardingTemplates previously DELETEd every project_milestone row and
reinserted only template keys, so a project-specific step added via
addProjectMilestone ("+ Add step", custom_* keys) vanished with no trace if
un-ticked, or was miscounted as `dropped` if ticked.

Old rows are now partitioned before the DELETE into template-mapped vs
ad-hoc custom (not a template key, not in KEY_MAP, and not a known old
generic FRONT_FALLBACK/TAIL_FALLBACK key like amc_start — those keep their
existing drop behavior). Custom rows are re-inserted unchanged after the
template block, sort continuing past it, preserving
label/done/done_on/payment_id/document_id. The return type and the audit
`after` payload both gained a `preserved` count/list.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 6bce248c2e feat(onboarding): one-time migration swapping seeded modules to new templates (ticks preserved)
Idempotent migrateOnboardingTemplates(db): for every client_module whose module
has a per-module onboarding template (task 2), rebuilds its milestone rows from
that template, carrying mapped ticks (installed->installation, go_live->go_live,
advance_paid->advance_payment, balance_paid->balance_payment, setup_done->
setup_configuration when present) with done_on and payment_id intact. Unmapped
ticks (amc_start, or setup_done where the new template has no matching step) are
dropped and counted. Audited per project; a second run is a no-op via an
identical-key-set short-circuit. Adds the CLI wrapper (mirrors
apply-name-fixes.ts's open-DB idiom, Postgres or SQLite) for the real one-time
run against production data.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago