document payload migration runtime plan
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docs/payload-migration/implementation-plan.md
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docs/payload-migration/implementation-plan.md
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# Payload transition implementation plan
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Status: revised pre-implementation plan. Work stops at the Milestone 0 host-runtime approval gate.
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## Milestone 0 — complete reproducible application environment
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1. **Accepted architecture record**
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- Preserve baseline `4884b5d`, dedicated Payload service, PostgreSQL, exact dependency matrix, mixed ID preservation, and committed-migration workflow.
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- Review `architecture-proposal.md`, `environment-parity.md`, and host prerequisites.
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2. **Host runtime gate — requires human approval/provisioning**
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- Provision the dedicated `le_payload_dev` account and a rootless Docker context owned only by it.
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- Restrict production environment files currently readable to `sol6_vi`; verify the development account cannot traverse production paths.
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- Use deterministic CPU BGBye initially; defer optional rootless GPU provisioning.
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- Approve browser-profile-scoped local CA trust for HTTPS testing.
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- Confirm nonproduction storage/capacity locations.
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- Verify forbidden production paths and sockets are inaccessible.
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- Execute every positive and negative preflight in `host-runtime-plan.md` before application work.
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3. **Repository/environment structure**
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- Add common Compose core, mode overlays/profiles, environment schemas/examples, proxy configuration, health contracts, and safe defaults.
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- Complete Docker/build-context exclusions for every context.
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- Add one-command wrappers with context/path/project safety checks.
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- Add automated external-SMTP denial and forbidden-mount/context tests; make snapshot startup fail closed.
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4. **Fixture stack**
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- Build exact pinned images under Node 24.18.0.
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- Bring up proxy, frontend, Payload shell, PostgreSQL, Mailpit, deterministic CPU BGBye profile, and fixtures.
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- Prove HTTPS cookies, forwarded headers, uploads, mail capture, health, logs, reset, and teardown.
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5. **Snapshot/rehearsal stack**
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- Mount only authorized scrubbed source and uploads read-only on finite jobs.
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- Add disposable destination media/PostgreSQL and detailed-report exclusions.
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- Add isolated legacy Directus reference profile using a writable clone and local-only credentials.
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- Prove no production SMTP/OAuth/webhook/token configuration or outbound delivery.
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- Keep authoritative source and `.migration.env` mounted only on finite inventory/import/validation jobs.
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6. **Milestone 0 acceptance**
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- Clean-checkout fixture startup and smoke test require no undocumented steps.
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- Snapshot startup passes mount/secret/egress safety assertions.
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- Same image digests run in fixture and snapshot modes.
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- Rootless user can control only its nonproduction project resources.
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## Milestone 1 — structural inventory and mapping
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- Generate structural-only collections, fields, relationships, indexes, policies, permissions, flows, operations, row counts, and application-consumer inventory.
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- Commit reviewed field-by-field MariaDB-to-PostgreSQL mapping without record samples.
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- Classify all files and Directus metadata; retain unresolved files.
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- Record only genuine product decisions.
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## Milestone 2 — Payload schema and security model
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- Implement collections, custom IDs, indexes, relationships, media, users, roles, access functions, hooks, and jobs.
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- Prototype with schema push only on disposable development PostgreSQL.
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- Replace push with committed deterministic migrations before authoritative rehearsal.
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- Implement captured email recovery/verification and shared cookie/session contract.
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## Milestone 3 — deterministic migration pipeline
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- Implement separate reset, schema, import, and validation jobs.
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- Import in dependency order with preserved IDs/timestamps/ownership and repaired sequences.
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- Preserve password hashes for compatibility research without logging them.
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- Copy referenced media and retain/classify all unreferenced files.
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- Make imports restartable/idempotent or fail safely with explicit checkpoints.
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## Milestone 4 — application compatibility and end-to-end behavior
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- Move each Directus consumer behind shared Payload/compatibility clients.
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- Rebuild Ko-fi, claims, memberships, flows, and backfill behavior.
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- Implement API contract comparisons and the full fixture/snapshot test matrix.
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- Validate password-hash transitional login and forced rehash strategy.
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## Milestone 5 — full rehearsals and staging candidate
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- Run repeated clean destination rehearsals.
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- Verify counts, IDs, relationships, timestamps, ownership, permissions, files, checksums, API behavior, and browser workflows.
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- Produce aggregate/non-personal validation summaries and unresolved product decisions.
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- Build immutable release images and promote their digests to staging.
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## Production boundary
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Stop for explicit authorization before production deployment, reverse-proxy/DNS changes, production secrets or SMTP use, email to real users, final write freeze/cutover, Directus restart/retirement, production database mutation, or archive destruction.
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