DTX 1.0 → DTX 2.0 Migration Plan

Migration from DTX 1.0 (MySQL/PHP) to DTX 2.0 (Django/PostgreSQL).

Source Data

Migration Areas

# Area Tables Plan File Status
1 Users & Authentication 16 users-and-auth.html Done (13 decisions)
2 Customers / Accounts 3 customers-and-accounts.html Done (8 decisions)
3 Vendors / Records 8 vendors-and-records.html Done (13 decisions)
4 Certificates & Documents 10 certificates-and-documents.html Done (16 decisions)
5 Coverage / Insurance 8 coverage-and-insurance.html Done (12 decisions)
6 Requirements & Compliance 5 requirements-and-compliance.html Done (13 decisions)
7 Extraction / OCR 5 extraction-and-ocr.html Done (8 decisions)
8 Notifications & Letters 7 notifications-and-letters.html Done (8 decisions)
9 Brokers, Carriers & Programs 5 brokers-carriers-and-programs.html Done (8 decisions)
10 Reporting 8 reporting.html Done (8 decisions)
11 File Repository & Misc 14 file-repo-and-misc.html Done (11 decisions)

Migration Order (Dependencies)

Phase 1: Foundation
  └── Area 2: Customers → Accounts (everything depends on this)

Phase 2: Core Entities
  ├── Area 1: Users & Auth (depends on Area 2)
  ├── Area 9: Brokers, Carriers & Programs (independent)
  └── Area 6: Requirements & Compliance (depends on Area 2)

Phase 3: Records & Documents
  ├── Area 3: Vendors / Records (depends on Area 2)
  ├── Area 4: Certificates & Documents (depends on Areas 2, 3)
  └── Area 5: Coverage / Insurance (depends on Areas 4, 6)

Phase 4: Processing & Communication
  ├── Area 7: Extraction / OCR (depends on Area 4)
  └── Area 8: Notifications & Letters (depends on Areas 2, 3)

Phase 5: Supporting
  ├── Area 10: Reporting (depends on all above)
  └── Area 11: File Repository & Misc (depends on Areas 2, 3)

Table Inventory (89 total)

Area 1: Users & Auth (16 tables) — DONE

Area 2: Customers / Accounts (3 tables)

Area 3: Vendors / Records (8 tables)

Area 4: Certificates & Documents (10 tables)

Area 5: Coverage / Insurance (8 tables)

Area 6: Requirements & Compliance (5 tables)

Area 7: Extraction / OCR (5 tables)

Area 8: Notifications & Letters (7 tables)

Area 9: Brokers, Carriers & Programs (5 tables)

Area 10: Reporting (8 tables)

Area 11: File Repository & Misc (14 tables)