syntaxis/docs/databases/surrealdb/surrealdb-implementation-final-plan.md

SurrealDB Implementation Plan - Step-by-Step Guide

Phase 1: Design & Planning (Week 1)

Step 1.1: Analyze Current Architecture (2 hours)

Objective: Understand existing code before making changes

# Current structure
syntaxis-core/src/
├── persistence.rs    # ← 1,492 lines, tightly coupled to SQLite
├── lib.rs
├── error.rs
├── config.rs
└── ... other modules

# What needs to change:
# 1. Extract persistence.rs into module with trait
# 2. Create adapters for SQLite and SurrealDB
# 3. Add configuration layer
# 4. Add migration tool

Deliverable:

• Document current persistence layer structure
• Identify all 50+ database methods that need trait
• List all dependencies on SqlitePool
• Identify configuration injection points

Commands:

# Find all sqlx usage
grep -r "sqlx::" core/crates/syntaxis-core/src/persistence.rs | wc -l

# Count methods in persistence.rs
grep -E "pub async fn" core/crates/syntaxis-core/src/persistence.rs | wc -l

# Check imports
head -20 core/crates/syntaxis-core/src/persistence.rs

Step 1.2: Design Database Trait Interface (3 hours)

Objective: Define the abstraction boundary

File: SURREALDB_EXAMPLE.rs already has this, but create actual working version

Create: syntaxis-core/src/persistence/mod.rs (new file structure)

// syntaxis-core/src/persistence/mod.rs

use async_trait::async_trait;
use crate::error::Result;

#[async_trait]
pub trait Database: Send + Sync + Clone {
    // ====== Project Operations ======
    async fn create_project(&self, name: &str, description: &str, project_type: &str) -> Result<Project>;
    async fn get_project(&self, id: &str) -> Result<Project>;
    async fn list_projects(&self) -> Result<Vec<Project>>;
    async fn update_project(&self, id: &str, name: &str, description: &str) -> Result<Project>;
    async fn delete_project(&self, id: &str) -> Result<()>;

    // ====== Checklist Operations ======
    async fn create_checklist_item(&self, project_id: &str, item: &ChecklistItem) -> Result<ChecklistItem>;
    async fn list_checklist_items(&self, project_id: &str, phase: &str) -> Result<Vec<ChecklistItem>>;
    async fn update_checklist_item(&self, id: &str, completed: bool) -> Result<ChecklistItem>;
    async fn delete_checklist_item(&self, id: &str) -> Result<()>;

    // ====== Phase Operations ======
    async fn record_phase_transition(&self, transition: &PhaseTransition) -> Result<()>;
    async fn get_phase_history(&self, project_id: &str) -> Result<Vec<PhaseTransition>>;
    async fn get_current_phase(&self, project_id: &str) -> Result<String>;

    // ====== More operations... ======
    // (Copy all remaining methods from persistence.rs)
}

pub mod sqlite_impl;
pub mod surrealdb_impl;

pub use sqlite_impl::SqliteDatabase;
pub use surrealdb_impl::SurrealDatabase;

Deliverable:

• Database trait with all 50+ method signatures
• Comprehensive rustdoc for each method
• Error handling strategy defined
• Test cases for trait interface

Step 1.3: Plan Configuration System (2 hours)

Objective: Design how to switch backends via config

File: Create syntaxis-core/src/persistence/config.rs

use serde::{Deserialize, Serialize};

#[derive(Debug, Deserialize, Serialize)]
pub struct DatabaseConfig {
    pub engine: String,  // "sqlite" or "surrealdb"
    pub sqlite: Option<SqliteConfig>,
    pub surrealdb: Option<SurrealDBConfig>,
}

#[derive(Debug, Deserialize, Serialize)]
pub struct SqliteConfig {
    pub path: String,
    pub max_connections: u32,
    pub timeout_secs: u64,
}

#[derive(Debug, Deserialize, Serialize)]
pub struct SurrealDBConfig {
    pub url: String,
    pub namespace: String,
    pub database: String,
    pub username: String,
    pub password: String,
    pub max_connections: u32,
    pub timeout_secs: u64,
}

impl DatabaseConfig {
    pub async fn create_database(&self) -> Result<Box<dyn Database>> {
        match self.engine.as_str() {
            "sqlite" => {
                let config = self.sqlite.as_ref().ok_or(/* error */)?;
                let db = SqliteDatabase::new(&config.path).await?;
                Ok(Box::new(db))
            }
            "surrealdb" => {
                let config = self.surrealdb.as_ref().ok_or(/* error */)?;
                let db = SurrealDatabase::new(&config.url, &config.namespace, &config.database).await?;
                Ok(Box::new(db))
            }
            _ => Err(LifecycleError::Config(format!("Unknown database engine: {}", self.engine))),
        }
    }
}

Configuration Files:

# configs/database-sqlite.toml (default)
[database]
engine = "sqlite"

[database.sqlite]
path = "~/.local/share/core/workspace.db"
max_connections = 5
timeout_secs = 30

# configs/database-surrealdb.toml (cloud-ready)
[database]
engine = "surrealdb"

[database.surrealdb]
url = "ws://surrealdb-server:8000"
namespace = "syntaxis"
database = "projects"
username = "${SURREALDB_USER}"
password = "${SURREALDB_PASSWORD}"
max_connections = 10
timeout_secs = 30

Deliverable:

• DatabaseConfig struct defined
• Configuration loading implemented
• Environment variable support
• Configuration validation
• Example TOML files

Step 1.4: Testing Strategy (1 hour)

Objective: Plan how to test both backends

Create test utilities:

// syntaxis-core/src/persistence/tests/mod.rs

#[cfg(test)]
mod common {
    use crate::persistence::Database;

    /// Run same tests against multiple database implementations
    pub async fn test_create_project_sqlite() { /* ... */ }
    pub async fn test_create_project_surrealdb() { /* ... */ }

    /// Mock database for unit testing business logic
    pub struct MockDatabase { /* ... */ }
    #[async_trait]
    impl Database for MockDatabase { /* ... */ }
}

Deliverable:

• Test infrastructure designed
• Mock Database implementation planned
• Test cases for each method
• Integration test strategy

---

Phase 2: Trait Layer & SQLite Refactoring (Weeks 1-2)

Step 2.1: Extract Database Trait (6 hours)

Objective: Create abstraction layer without changing logic

Files to create:

syntaxis-core/src/persistence/
├── mod.rs              # Trait definition + module exports
├── config.rs           # Configuration structs
├── error.rs            # Unified error types
├── sqlite_impl.rs      # SQLite adapter (moved from persistence.rs)
├── tests/
│   ├── common.rs       # Shared test utilities
│   └── sqlite_tests.rs # SQLite-specific tests
└── mock.rs             # Mock implementation for tests

Step 2.1a: Create trait module

# Backup current persistence.rs
cp core/crates/syntaxis-core/src/persistence.rs \
   core/crates/syntaxis-core/src/persistence.rs.backup

# Create new structure
mkdir -p core/crates/syntaxis-core/src/persistence/tests

Step 2.1b: Move code

1. Copy persistence.rs to sqlite_impl.rs
2. Create new persistence/mod.rs with trait
3. Update lib.rs exports
4. Run tests to ensure no breakage

Step 2.1c: Update imports everywhere

# Find all files using PersistenceLayer
grep -r "use.*persistence::PersistenceLayer" core/crates/

# Update to use trait instead
# Before: use workspace_core::PersistenceLayer;
# After:  use workspace_core::persistence::{Database, SqliteDatabase};

Deliverable:

• Database trait defined (50+ methods)
• SqliteDatabase implements Database
• No logic changes (refactoring only)
• All existing tests pass
• Backward compatibility maintained

Step 2.2: Configuration Integration (4 hours)

Objective: Load database from config, not hardcoded

Step 2.2a: Update config loading

In syntaxis-core/src/config.rs or wherever config lives:

pub struct Config {
    pub database: DatabaseConfig,
    // ... other config
}

impl Config {
    pub fn load() -> Result<Self> {
        // Load from TOML
        let contents = std::fs::read_to_string("configs/database.toml")?;
        let config: Self = toml::from_str(&contents)?;
        Ok(config)
    }

    pub async fn create_database(&self) -> Result<Box<dyn Database>> {
        self.database.create_database().await
    }
}

Step 2.2b: Update main.rs in binaries

In syntaxis-cli/src/main.rs:

// Before
let db = PersistenceLayer::new("workspace.db").await?;

// After
let config = Config::load()?;
let db = config.create_database().await?;

Deliverable:

• Configuration loading integrated
• DatabaseConfig struct implemented
• All binaries use config-based initialization
• Environment variables supported
• Default configs provided

Step 2.3: Testing SQLite Adapter (4 hours)

Objective: Verify SQLite still works after refactoring

Create comprehensive tests:

// syntaxis-core/src/persistence/tests/sqlite_tests.rs

#[tokio::test]
async fn test_sqlite_create_project() {
    let db = SqliteDatabase::new_memory().await.unwrap();
    let project = db.create_project("Test", "Desc", "MultiLang").await.unwrap();
    assert_eq!(project.name, "Test");
}

#[tokio::test]
async fn test_sqlite_list_projects() {
    let db = SqliteDatabase::new_memory().await.unwrap();
    let _ = db.create_project("P1", "D1", "MultiLang").await.unwrap();
    let _ = db.create_project("P2", "D2", "MultiLang").await.unwrap();
    let projects = db.list_projects().await.unwrap();
    assert_eq!(projects.len(), 2);
}

// ... 50+ more tests

Run tests:

cargo test -p syntaxis-core --lib persistence

# Expected: 173 tests pass (all SQLite tests)

Deliverable:

• 170+ SQLite tests passing
• Full backward compatibility verified
• No performance regressions
• All methods tested

---

Phase 3: SurrealDB Implementation (Weeks 2-3)

Step 3.1: Create SurrealDB Adapter (8 hours)

Objective: Implement Database trait for SurrealDB

File: syntaxis-core/src/persistence/surrealdb_impl.rs

use surrealdb::{Client, Surreal, opt::auth::Root};

#[derive(Clone)]
pub struct SurrealDatabase {
    db: Surreal<Client>,
}

impl SurrealDatabase {
    pub async fn new(url: &str, namespace: &str, database: &str) -> Result<Self> {
        // Connect to SurrealDB
        let db = Surreal::new::<Ws>(url)
            .await
            .map_err(|e| LifecycleError::Database(e.to_string()))?;

        // Authenticate
        db.signin(Root {
            username: "root",
            password: "root",
        })
        .await
        .map_err(|e| LifecycleError::Database(e.to_string()))?;

        // Select namespace and database
        db.use_ns(namespace).use_db(database).await
            .map_err(|e| LifecycleError::Database(e.to_string()))?;

        // Initialize schema
        Self::init_schema(&db).await?;

        Ok(Self { db })
    }

    async fn init_schema(db: &Surreal<Client>) -> Result<()> {
        // Define collections, indices, relationships
        // See SURREALDB_EXAMPLE.rs for details
        Ok(())
    }
}

#[async_trait]
impl Database for SurrealDatabase {
    async fn create_project(&self, name: &str, description: &str, project_type: &str) -> Result<Project> {
        // Implementation from SURREALDB_EXAMPLE.rs
        let id = uuid::Uuid::new_v4().to_string();
        let now = chrono::Utc::now().to_rfc3339();

        let project = Project {
            id: id.clone(),
            name: name.to_string(),
            version: "0.1.0".to_string(),
            description: description.to_string(),
            project_type: project_type.to_string(),
            current_phase: "Creation".to_string(),
            created_at: now.clone(),
            updated_at: now,
        };

        self.db.create::<Project>(("projects", &id))
            .content(&project)
            .await?;

        Ok(project)
    }

    // ... implement all other trait methods
}

Key Implementation Points:

1. Connection Management

   • Use connection pooling
   • Handle authentication
   • Manage namespace/database selection

2. Schema Definition

   • Create collections (projects, checklist_items, etc.)
   • Define relationships (RELATE for phase transitions)
   • Create indices for performance

3. Query Implementation

   • Use SurrealQL for document queries
   • Use graph syntax for relationships
   • Handle transactions

Deliverable:

• SurrealDatabase struct implemented
• All 50+ methods implemented
• Schema initialization working
• Connection pooling configured

Step 3.2: Schema Definition (4 hours)

Objective: Define SurrealDB schema structure

File: syntaxis-core/src/persistence/surrealdb_impl.rs (init_schema method)

async fn init_schema(db: &Surreal<Client>) -> Result<()> {
    // Define collections
    db.query(
        "DEFINE TABLE projects SCHEMAFULL
            COMMENT = 'Project collection';"
    )
    .await?;

    // Define fields
    db.query("DEFINE FIELD projects.id AS string")
        .await?;
    db.query("DEFINE FIELD projects.name AS string")
        .await?;
    db.query("DEFINE FIELD projects.current_phase AS enum<Creation,Development,Testing,Publishing,Archived>")
        .await?;

    // Define relationships
    db.query(
        "DEFINE TABLE transitioned_to SCHEMALESS
            COMMENT = 'Phase transition relationships';"
    )
    .await?;

    // Create indices
    db.query("DEFINE INDEX idx_projects_created ON TABLE projects COLUMNS created_at DESC")
        .await?;

    Ok(())
}

Deliverable:

• All collections defined
• All relationships defined
• All indices created
• Schema validation passing

Step 3.3: Query Optimization (4 hours)

Objective: Ensure queries are efficient

Test patterns:

#[tokio::test]
async fn test_surrealdb_graph_query() {
    let db = SurrealDatabase::new("ws://localhost:8000", "test", "test").await.unwrap();

    // Create project
    let project = db.create_project("Test", "Desc", "MultiLang").await.unwrap();

    // Record transition
    db.record_phase_transition(&PhaseTransition {
        project_id: project.id.clone(),
        from_phase: "Creation".to_string(),
        to_phase: "Development".to_string(),
        timestamp: chrono::Utc::now().to_rfc3339(),
        reason: Some("Started dev".to_string()),
    }).await.unwrap();

    // Query graph - should be fast
    let transitions = db.get_phase_history(&project.id).await.unwrap();
    assert_eq!(transitions.len(), 1);
}

Deliverable:

• All queries tested and optimized
• Performance benchmarks < 100ms
• Graph queries efficient
• Indices properly used

Step 3.4: Testing SurrealDB Adapter (4 hours)

Objective: Verify SurrealDB implementation matches SQLite behavior

// syntaxis-core/src/persistence/tests/surrealdb_tests.rs

#[tokio::test]
async fn test_surrealdb_create_project() {
    let db = SurrealDatabase::new("ws://localhost:8000", "test", "test").await.unwrap();
    let project = db.create_project("Test", "Desc", "MultiLang").await.unwrap();
    assert_eq!(project.name, "Test");
}

// ... mirror all SQLite tests for SurrealDB

Setup for tests:

# Docker Compose for local testing
# docker-compose.yml
version: '3'
services:
  surrealdb:
    image: surrealdb/surrealdb:latest
    ports:
      - "8000:8000"
    command: start ws://0.0.0.0:8000

Deliverable:

• 170+ SurrealDB tests passing
• Feature parity with SQLite verified
• Docker setup for local testing
• Performance benchmarks documented

---

Phase 4: Migration Tool (Week 3)

Step 4.1: Design Migration Architecture (2 hours)

Objective: Plan how to migrate data safely

Strategy:

1. Read from SQLite
2. Transform to SurrealDB format
3. Write to SurrealDB
4. Verify integrity
5. Allow rollback

File: syntaxis-core/src/persistence/migration.rs

pub struct Migrator;

impl Migrator {
    pub async fn migrate_sqlite_to_surrealdb(
        from: &SqliteDatabase,
        to: &SurrealDatabase,
        backup: bool,
    ) -> Result<MigrationReport> {
        // 1. Backup SQLite if requested
        if backup {
            Self::backup_sqlite().await?;
        }

        // 2. Read all data from SQLite
        let projects = from.list_projects().await?;
        let mut report = MigrationReport::default();

        // 3. Write to SurrealDB
        for project in projects {
            to.db.create::<Project>(("projects", &project.id))
                .content(&project)
                .await?;
            report.projects_migrated += 1;
        }

        // 4. Verify integrity
        let surrealdb_projects = to.list_projects().await?;
        if surrealdb_projects.len() != projects.len() {
            return Err(LifecycleError::Migration("Data count mismatch".into()));
        }

        Ok(report)
    }

    pub async fn rollback(backup_path: &str) -> Result<()> {
        // Restore from backup
        Ok(())
    }
}

Deliverable:

• Migration strategy documented
• Data transformation logic designed
• Rollback strategy designed
• Verification logic planned

Step 4.2: CLI Commands (3 hours)

Objective: Add migration commands to workspace CLI

File: syntaxis-cli/src/handlers/database.rs (new)

use clap::{Subcommand, Args};

#[derive(Args)]
pub struct DatabaseCmd {
    #[command(subcommand)]
    pub command: DatabaseSubcommand,
}

#[derive(Subcommand)]
pub enum DatabaseSubcommand {
    /// Show current database backend
    Status,

    /// List available database backends
    ListBackends,

    /// Migrate data between databases
    Migrate {
        #[arg(long)]
        from: String,  // "sqlite"

        #[arg(long)]
        to: String,    // "surrealdb"

        #[arg(long)]
        target_url: Option<String>,

        #[arg(long)]
        backup: bool,

        #[arg(long)]
        dry_run: bool,
    },

    /// Rollback previous migration
    Rollback {
        #[arg(long)]
        from_backup: String,
    },

    /// Validate database integrity
    Validate,
}

impl DatabaseCmd {
    pub async fn execute(self) -> Result<()> {
        match self.command {
            DatabaseSubcommand::Status => {
                let config = Config::load()?;
                println!("Current backend: {}", config.database.engine);
                Ok(())
            }
            DatabaseSubcommand::Migrate { from, to, backup, dry_run, .. } => {
                if dry_run {
                    println!("DRY RUN: Would migrate from {} to {}", from, to);
                    return Ok(());
                }

                let from_db = /* create from database */;
                let to_db = /* create to database */;

                let report = Migrator::migrate_sqlite_to_surrealdb(&from_db, &to_db, backup).await?;
                println!("Migration complete: {:?}", report);
                Ok(())
            }
            // ... other commands
        }
    }
}

Update main CLI:

// syntaxis-cli/src/main.rs
match args.command {
    Commands::Database(cmd) => cmd.execute().await?,
    // ... other commands
}

Deliverable:

• workspace database status command
• workspace database migrate --from sqlite --to surrealdb command
• workspace database migrate --rollback command
• workspace database validate command
• Help text complete

Step 4.3: Migration Testing (2 hours)

Objective: Verify migration works correctly

#[tokio::test]
async fn test_migrate_sqlite_to_surrealdb_small_dataset() {
    // Create test data in SQLite
    let sqlite_db = SqliteDatabase::new_memory().await.unwrap();
    let _ = sqlite_db.create_project("P1", "D1", "MultiLang").await.unwrap();
    let _ = sqlite_db.create_project("P2", "D2", "MultiLang").await.unwrap();

    // Migrate to SurrealDB
    let surrealdb = /* connect to test instance */;
    let report = Migrator::migrate_sqlite_to_surrealdb(&sqlite_db, &surrealdb, true).await.unwrap();

    // Verify
    assert_eq!(report.projects_migrated, 2);
    let projects = surrealdb.list_projects().await.unwrap();
    assert_eq!(projects.len(), 2);
}

#[tokio::test]
async fn test_migrate_with_relationships() {
    // Test migration with complex data (phases, checklists, etc.)
}

#[tokio::test]
async fn test_migration_rollback() {
    // Test rollback functionality
}

Deliverable:

• Migration tests passing
• Small dataset migration verified
• Large dataset migration tested
• Rollback functionality verified

---

Phase 5: Runtime Selection (Weeks 3-4)

Step 5.1: Backend Enum (2 hours)

Objective: Switch backends at runtime

File: syntaxis-core/src/persistence/mod.rs (add)

pub enum DatabaseBackend {
    Sqlite(SqliteDatabase),
    SurrealDB(SurrealDatabase),
}

#[async_trait]
impl Database for DatabaseBackend {
    async fn create_project(&self, name: &str, description: &str, project_type: &str) -> Result<Project> {
        match self {
            DatabaseBackend::Sqlite(db) => db.create_project(name, description, project_type).await,
            DatabaseBackend::SurrealDB(db) => db.create_project(name, description, project_type).await,
        }
    }

    // ... delegate all methods
}

Configuration-driven initialization:

pub async fn create_database(config: &DatabaseConfig) -> Result<DatabaseBackend> {
    match config.engine.as_str() {
        "sqlite" => {
            let sqlite = config.sqlite.as_ref().ok_or(/* error */)?;
            let db = SqliteDatabase::new(&sqlite.path).await?;
            Ok(DatabaseBackend::Sqlite(db))
        }
        "surrealdb" => {
            let surrealdb = config.surrealdb.as_ref().ok_or(/* error */)?;
            let db = SurrealDatabase::new(&surrealdb.url, &surrealdb.namespace, &surrealdb.database).await?;
            Ok(DatabaseBackend::SurrealDB(db))
        }
        _ => Err(LifecycleError::Config(format!("Unknown engine: {}", config.engine))),
    }
}

Deliverable:

• DatabaseBackend enum implemented
• Runtime selection working
• Configuration-driven initialization
• Transparent to application code

Step 5.2: Binary Integration (4 hours)

Objective: Update all binaries to use new system

syntaxis-cli:

// src/main.rs
#[tokio::main]
async fn main() -> Result<()> {
    let config = Config::load()?;
    let db = config.create_database().await?;

    match args.command {
        Commands::Project(cmd) => cmd.execute(&db).await?,
        // ... other commands
    }
    Ok(())
}

syntaxis-tui:

// src/main.rs
#[tokio::main]
async fn main() -> Result<()> {
    let config = Config::load()?;
    let db = config.create_database().await?;

    let mut app = App::new(db);
    app.run().await?;
    Ok(())
}

syntaxis-api:

// src/main.rs
#[tokio::main]
async fn main() -> Result<(), Box<dyn std::error::Error>> {
    let config = Config::load()?;
    let db = config.create_database().await?;

    let state = AppState::new(db);
    // ... setup and run server
    Ok(())
}

Deliverable:

• syntaxis-cli updated
• syntaxis-tui updated
• syntaxis-api updated
• syntaxis-dashboard updated
• All tests passing

---

Phase 6: Integration & Testing (Week 4)

Step 6.1: Unit Tests (8 hours)

Objective: Test both backends independently

# Run SQLite tests
cargo test -p syntaxis-core --lib persistence::tests::sqlite_tests

# Run SurrealDB tests (with docker-compose running)
cargo test -p syntaxis-core --lib persistence::tests::surrealdb_tests

# Run configuration tests
cargo test -p syntaxis-core --lib persistence::tests::config_tests

# Run migration tests
cargo test -p syntaxis-core --lib persistence::tests::migration_tests

# Expected: 340+ tests passing (170 per backend)

Deliverable:

• 170+ SQLite tests passing
• 170+ SurrealDB tests passing
• Configuration tests passing
• Migration tests passing
• >80% code coverage

Step 6.2: Integration Tests (4 hours)

Objective: Test multiple components together

# Test CLI with SQLite
cargo test -p syntaxis-cli --test integration_sqlite

# Test CLI with SurrealDB
cargo test -p syntaxis-cli --test integration_surrealdb

# Test API with both backends
cargo test -p syntaxis-api --test integration

Deliverable:

• CLI integration tests passing
• TUI integration tests passing
• API integration tests passing
• Dashboard integration tests passing

Step 6.3: E2E Tests (6 hours)

Objective: Test real workflows

# Complete workflow: Create project → Add checklist → Transition phases

# Test with SQLite
./scripts/test-e2e-sqlite.nu

# Test with SurrealDB
./scripts/test-e2e-surrealdb.nu

# Test migration
./scripts/test-migration-e2e.nu

Deliverable:

• Create project workflow tested
• Add tasks workflow tested
• Phase transition workflow tested
• Security assessment workflow tested
• Migration workflow tested

Step 6.4: Performance Benchmarks (4 hours)

Objective: Compare SQLite vs SurrealDB performance

use criterion::black_box;

#[bench]
fn bench_sqlite_create_project(b: &mut Bencher) {
    let rt = Runtime::new().unwrap();
    let db = rt.block_on(SqliteDatabase::new_memory()).unwrap();

    b.to_async(&rt).iter(|| async {
        db.create_project(black_box("Test"), black_box("Desc"), black_box("MultiLang")).await
    });
}

#[bench]
fn bench_surrealdb_create_project(b: &mut Bencher) {
    // Similar benchmark for SurrealDB
}

Expected Results:

• Read performance: Similar (< 50ms)
• Write performance: Similar (< 100ms)
• Graph queries: SurrealDB wins (< 50ms vs 200ms+ for SQLite)

Deliverable:

• Performance benchmarks created
• Benchmark comparison documented
• Performance targets met
• Optimization recommendations made

---

Phase 7: Documentation & Deployment (Week 5)

Step 7.1: User Documentation (4 hours)

Create:

1. Configuration Guide

   • How to choose SQLite vs SurrealDB
   • Configuration options explained
   • Environment variables
   • File locations

2. Migration Guide

   • Step-by-step migration procedure
   • Backup/restore procedures
   • Rollback procedures
   • Troubleshooting

3. Performance Tuning

   • Connection pool sizing
   • Index optimization
   • Query optimization
   • Capacity planning

Deliverable:

• Configuration guide complete
• Migration guide complete
• Troubleshooting guide complete
• Performance tuning guide complete

Step 7.2: Developer Documentation (3 hours)

Create:

1. Architecture Guide

   • System design overview
   • Database trait interface
   • Implementation patterns

2. API Reference

   • Database trait methods
   • Configuration options
   • Error types

3. Extension Guide

   • How to add PostgreSQL support
   • How to add MongoDB support

Deliverable:

• Architecture guide complete
• API reference complete
• Extension guide complete
• Rustdoc updated

Step 7.3: Deployment Documentation (2 hours)

Create:

1. Docker Setup

   • docker-compose.yml for SurrealDB
   • Container configuration
   • Networking

2. Production Deployment

   • Database initialization
   • Backup strategy
   • Monitoring
   • Disaster recovery

3. Kubernetes (optional)

   • Helm charts
   • StatefulSet configuration
   • Service definition

Deliverable:

• Docker setup documented
• Production deployment guide complete
• Monitoring setup documented
• Disaster recovery procedures documented

Step 7.4: Release Artifacts (3 hours)

Create:

1. CHANGELOG.md entry

   ## [0.2.0] - 2025-Q2
   
   ### Added
   - SurrealDB backend support
   - Database migration tool
   - Configuration-based backend selection
   - Real-time dashboard updates
   - Built-in audit trails
   
   ### Changed
   - Persistence layer refactored to support multiple backends
   
   ### Deprecated
   - None
   
   ### Removed
   - None
   
   ### Fixed
   - None
   
   ### Security
   - Configuration validation
   - Credential management
   

2. Migration Guide (final version)

3. Compatibility Matrix

   | Feature | SQLite | SurrealDB |
   |---------|--------|-----------|
   | Create Project | ✅ | ✅ |
   | Real-time Updates | ❌ | ✅ |
   | Graph Queries | ❌ | ✅ |
   | Versioning | ❌ | ✅ |
   

4. Release Notes

Deliverable:

• CHANGELOG updated
• Migration guide finalized
• Compatibility matrix documented
• Release notes prepared

---

Success Criteria

Code Quality

• All tests passing (340+ tests)
• Code coverage > 80%
• No clippy warnings
• Properly formatted
• Full rustdoc documentation

Functionality

• SQLite backend working
• SurrealDB backend working
• Configuration-based selection
• Migration tool working
• Rollback capability

Performance

• Read operations < 50ms
• Write operations < 100ms
• Graph queries < 50ms (SurrealDB)
• No memory leaks
• Connection pooling working

Documentation

• User guides complete
• Developer guides complete
• API documentation complete
• Deployment guides complete

---

Getting Started (First Steps)

1. Read: All documentation in project root

   • README_SURREALDB.md
   • SURREALDB_QUICK_REFERENCE.md
   • SURREALDB_MIGRATION.md

2. Start Phase 1:

   • Analyze current persistence.rs
   • Design Database trait
   • Plan configuration system
   • Plan testing strategy

3. Review: Have team review design before implementing

4. Proceed: Phase by phase, with regular demonstrations