V2 Pool Technical Design Series: Document 7 - Migration and Deployment Plan
Overview
This final document provides a comprehensive migration and deployment strategy for the V2 Pool implementation. It covers the transition from existing systems, risk mitigation, rollout phases, and operational procedures to ensure zero-downtime deployment.
Migration Strategy
Current State Assessment
Single/Pool Mode] PV1[Pool V1
Basic Implementation] PP[PythonPort Adapter] PM[Pool Monitor
Limited Metrics] end subgraph "Target State" PV2[Pool V2
Enhanced Workers] WSM[Worker State Machine] EH[Error Handler
Circuit Breaker] TC[Telemetry
Comprehensive Metrics] PO[Pool Optimizer] end CB --> PV2 PV1 --> PV2 PP --> PV2 PM --> TC
Migration Principles
- Backward Compatibility - Maintain existing APIs
- Gradual Rollout - Feature flags and phased deployment
- Parallel Run - V1 and V2 coexistence period
- Rollback Ready - Quick reversion capability
- Zero Downtime - No service interruption
Phase 1: Preparation (Week 1)
1.1 Feature Flag Implementation
File: lib/dspex/feature_flags.ex
(new file)
defmodule DSPex.FeatureFlags do
@moduledoc """
Feature flag management for V2 pool migration.
"""
use GenServer
@default_flags %{
pool_v2_enabled: false,
enhanced_workers: false,
circuit_breaker: false,
telemetry_v2: false,
pool_optimizer: false,
gradual_rollout_percentage: 0
}
def start_link(opts) do
GenServer.start_link(__MODULE__, opts, name: __MODULE__)
end
def init(_opts) do
flags = load_flags_from_config()
{:ok, flags}
end
@doc "Checks if a feature is enabled"
def enabled?(feature) do
GenServer.call(__MODULE__, {:check_flag, feature})
end
@doc "Checks if request should use V2 based on gradual rollout"
def use_v2_pool?(request_id) do
case enabled?(:pool_v2_enabled) do
false -> false
true ->
percentage = get_flag(:gradual_rollout_percentage)
hash = :erlang.phash2(request_id, 100)
hash < percentage
end
end
@doc "Updates a feature flag"
def set_flag(feature, value) do
GenServer.call(__MODULE__, {:set_flag, feature, value})
end
def handle_call({:check_flag, feature}, _from, flags) do
{:reply, Map.get(flags, feature, false), flags}
end
def handle_call({:set_flag, feature, value}, _from, flags) do
new_flags = Map.put(flags, feature, value)
persist_flags(new_flags)
{:reply, :ok, new_flags}
end
def handle_call({:get_flag, feature}, _from, flags) do
{:reply, Map.get(flags, feature), flags}
end
defp load_flags_from_config do
# Load from environment or external config service
Application.get_env(:dspex, :feature_flags, @default_flags)
end
defp persist_flags(flags) do
# Persist to external storage for distributed systems
:ok
end
defp get_flag(feature) do
GenServer.call(__MODULE__, {:get_flag, feature})
end
end
1.2 Compatibility Layer
File: lib/dspex/python_bridge/compatibility_adapter.ex
(new file)
defmodule DSPex.PythonBridge.CompatibilityAdapter do
@moduledoc """
Provides backward compatibility during migration.
"""
alias DSPex.PythonBridge.{SessionPool, SessionPoolV2}
alias DSPex.FeatureFlags
@behaviour DSPex.Adapters.Behaviour
def start_link(opts) do
if FeatureFlags.enabled?(:pool_v2_enabled) do
SessionPoolV2.start_link(opts)
else
SessionPool.start_link(opts)
end
end
def create_program(config, opts \\ []) do
route_to_implementation(:create_program, [config, opts])
end
def execute(program_id, inputs, opts \\ []) do
route_to_implementation(:execute, [program_id, inputs, opts])
end
def list_programs(opts \\ []) do
route_to_implementation(:list_programs, [opts])
end
def delete_program(program_id, opts \\ []) do
route_to_implementation(:delete_program, [program_id, opts])
end
def health_check(opts \\ []) do
route_to_implementation(:health_check, [opts])
end
defp route_to_implementation(function, args) do
request_id = :erlang.unique_integer()
implementation = if FeatureFlags.use_v2_pool?(request_id) do
SessionPoolV2
else
SessionPool
end
# Add telemetry
:telemetry.execute(
[:dspex, :compatibility, :route],
%{count: 1},
%{
function: function,
implementation: implementation,
request_id: request_id
}
)
apply(implementation, function, args)
end
end
1.3 Database Migrations
defmodule DSPex.Repo.Migrations.AddV2PoolTables do
use Ecto.Migration
def change do
# Pool configuration table
create table(:pool_configurations) do
add :name, :string, null: false
add :version, :integer, default: 2
add :config, :map
add :active, :boolean, default: false
timestamps()
end
create unique_index(:pool_configurations, [:name, :version])
# Pool metrics table for historical data
create table(:pool_metrics) do
add :pool_name, :string, null: false
add :timestamp, :utc_datetime_usec, null: false
add :metrics, :map
timestamps()
end
create index(:pool_metrics, [:pool_name, :timestamp])
# Migration status tracking
create table(:migration_status) do
add :phase, :string, null: false
add :status, :string, null: false
add :started_at, :utc_datetime_usec
add :completed_at, :utc_datetime_usec
add :metadata, :map
timestamps()
end
end
end
Phase 2: Implementation (Week 2-3)
2.1 Deployment Package
File: rel/overlays/bin/migrate_pool
(new file)
#!/bin/sh
set -e
SCRIPT_DIR="$(cd "$(dirname "$0")" && pwd)"
RELEASE_ROOT="$(cd "$SCRIPT_DIR/.." && pwd)"
$RELEASE_ROOT/bin/dspex eval "DSPex.Migration.PoolMigration.run()"
File: lib/dspex/migration/pool_migration.ex
(new file)
defmodule DSPex.Migration.PoolMigration do
@moduledoc """
Orchestrates pool V1 to V2 migration.
"""
require Logger
def run do
Logger.info("Starting pool migration to V2")
with :ok <- validate_environment(),
:ok <- backup_current_state(),
:ok <- deploy_v2_components(),
:ok <- verify_v2_health(),
:ok <- enable_gradual_rollout() do
Logger.info("Pool migration completed successfully")
:ok
else
{:error, reason} ->
Logger.error("Migration failed: #{inspect(reason)}")
rollback()
{:error, reason}
end
end
defp validate_environment do
checks = [
check_elixir_version(),
check_pool_v1_running(),
check_disk_space(),
check_python_environment()
]
case Enum.find(checks, &match?({:error, _}, &1)) do
nil -> :ok
error -> error
end
end
defp check_elixir_version do
required = Version.parse!("1.14.0")
current = Version.parse!(System.version())
if Version.compare(current, required) == :lt do
{:error, "Elixir version #{current} is below required #{required}"}
else
:ok
end
end
defp check_pool_v1_running do
case Process.whereis(DSPex.PythonBridge.SessionPool) do
nil -> {:error, "Pool V1 not running"}
_pid -> :ok
end
end
defp check_disk_space do
# Check available disk space for logs and metrics
:ok
end
defp check_python_environment do
# Verify Python and dependencies
:ok
end
defp backup_current_state do
Logger.info("Backing up current pool state")
state = %{
timestamp: DateTime.utc_now(),
pool_config: get_current_pool_config(),
active_sessions: get_active_sessions(),
metrics: get_current_metrics()
}
File.write!("pool_backup_#{System.os_time(:second)}.json", Jason.encode!(state))
:ok
end
defp deploy_v2_components do
Logger.info("Deploying V2 pool components")
# Start V2 components in shadow mode
children = [
{DSPex.PythonBridge.SessionPoolV2, name: :pool_v2_shadow},
{DSPex.PythonBridge.ErrorRecoveryOrchestrator, name: :error_orchestrator_v2},
{DSPex.PythonBridge.CircuitBreaker, name: :circuit_breaker_v2},
{DSPex.PythonBridge.PoolOptimizer, pool_name: :pool_v2_shadow}
]
Enum.each(children, fn child ->
case Supervisor.start_child(DSPex.Supervisor, child) do
{:ok, _} -> :ok
{:error, {:already_started, _}} -> :ok
error -> throw({:deployment_failed, error})
end
end)
:ok
end
defp verify_v2_health do
Logger.info("Verifying V2 pool health")
# Run health checks
health_checks = [
verify_worker_initialization(),
verify_error_handling(),
verify_telemetry(),
verify_performance()
]
case Enum.find(health_checks, &match?({:error, _}, &1)) do
nil -> :ok
error -> error
end
end
defp verify_worker_initialization do
# Test worker creation
:ok
end
defp verify_error_handling do
# Test error scenarios
:ok
end
defp verify_telemetry do
# Verify metrics collection
:ok
end
defp verify_performance do
# Run performance test
:ok
end
defp enable_gradual_rollout do
Logger.info("Enabling gradual rollout")
# Start with 5% traffic
DSPex.FeatureFlags.set_flag(:pool_v2_enabled, true)
DSPex.FeatureFlags.set_flag(:gradual_rollout_percentage, 5)
:ok
end
defp rollback do
Logger.error("Rolling back migration")
# Disable V2
DSPex.FeatureFlags.set_flag(:pool_v2_enabled, false)
DSPex.FeatureFlags.set_flag(:gradual_rollout_percentage, 0)
# Stop V2 components
Supervisor.terminate_child(DSPex.Supervisor, :pool_v2_shadow)
:ok
end
defp get_current_pool_config do
%{} # Implementation
end
defp get_active_sessions do
[] # Implementation
end
defp get_current_metrics do
%{} # Implementation
end
end
2.2 Monitoring During Migration
File: lib/dspex/migration/migration_monitor.ex
(new file)
defmodule DSPex.Migration.MigrationMonitor do
@moduledoc """
Monitors system health during migration.
"""
use GenServer
require Logger
@check_interval 5_000 # 5 seconds
@alert_thresholds %{
error_rate: 0.05, # 5%
latency_p99: 200, # ms
cpu_usage: 80, # %
memory_usage: 90 # %
}
def start_link(opts) do
GenServer.start_link(__MODULE__, opts, name: __MODULE__)
end
def init(_opts) do
schedule_check()
{:ok, %{alerts: [], start_time: System.monotonic_time()}}
end
def handle_info(:check_health, state) do
health_status = perform_health_check()
new_state = case analyze_health(health_status) do
:healthy ->
state
{:warning, reasons} ->
Logger.warn("Migration health warning: #{inspect(reasons)}")
state
{:critical, reasons} ->
Logger.error("Migration health critical: #{inspect(reasons)}")
handle_critical_state(reasons)
Map.update(state, :alerts, [], &[{:critical, reasons, DateTime.utc_now()} | &1])
end
schedule_check()
{:noreply, new_state}
end
defp perform_health_check do
%{
v1_metrics: get_v1_metrics(),
v2_metrics: get_v2_metrics(),
system: get_system_metrics(),
comparison: compare_pools()
}
end
defp analyze_health(status) do
problems = []
# Check error rates
if status.v2_metrics.error_rate > @alert_thresholds.error_rate do
problems = [{:high_error_rate, status.v2_metrics.error_rate} | problems]
end
# Check latency
if status.v2_metrics.p99_latency > @alert_thresholds.latency_p99 do
problems = [{:high_latency, status.v2_metrics.p99_latency} | problems]
end
# Check system resources
if status.system.cpu_usage > @alert_thresholds.cpu_usage do
problems = [{:high_cpu, status.system.cpu_usage} | problems]
end
# Check pool comparison
if status.comparison.v2_degradation > 10 do
problems = [{:v2_degradation, status.comparison} | problems]
end
case problems do
[] -> :healthy
[{:high_error_rate, _} | _] -> {:critical, problems}
_ -> {:warning, problems}
end
end
defp handle_critical_state(reasons) do
case Keyword.get(reasons, :high_error_rate) do
nil ->
:ok
error_rate when error_rate > 0.1 ->
# Automatic rollback if error rate > 10%
Logger.error("Initiating automatic rollback due to high error rate: #{error_rate}")
DSPex.Migration.PoolMigration.rollback()
_ ->
# Alert but don't rollback
send_alert(:high_error_rate, reasons)
end
end
defp get_v1_metrics do
%{
error_rate: 0.01,
p99_latency: 95,
throughput: 850
}
end
defp get_v2_metrics do
%{
error_rate: 0.02,
p99_latency: 110,
throughput: 920
}
end
defp get_system_metrics do
%{
cpu_usage: 45,
memory_usage: 60,
disk_io: 30
}
end
defp compare_pools do
v1 = get_v1_metrics()
v2 = get_v2_metrics()
%{
v2_degradation: calculate_degradation(v1, v2),
throughput_improvement: (v2.throughput - v1.throughput) / v1.throughput * 100
}
end
defp calculate_degradation(v1, v2) do
latency_degradation = max(0, (v2.p99_latency - v1.p99_latency) / v1.p99_latency * 100)
error_degradation = max(0, (v2.error_rate - v1.error_rate) / max(v1.error_rate, 0.001) * 100)
(latency_degradation + error_degradation) / 2
end
defp send_alert(type, details) do
# Send to alerting system
Logger.error("ALERT: #{type} - #{inspect(details)}")
end
defp schedule_check do
Process.send_after(self(), :check_health, @check_interval)
end
end
Phase 3: Gradual Rollout (Week 4)
3.1 Traffic Management
defmodule DSPex.Migration.TrafficController do
@moduledoc """
Controls traffic distribution during migration.
"""
use GenServer
require Logger
@rollout_stages [
{5, 3600_000}, # 5% for 1 hour
{10, 3600_000}, # 10% for 1 hour
{25, 7200_000}, # 25% for 2 hours
{50, 14400_000}, # 50% for 4 hours
{75, 28800_000}, # 75% for 8 hours
{100, :infinity} # 100% indefinitely
]
def start_link(opts) do
GenServer.start_link(__MODULE__, opts, name: __MODULE__)
end
def init(_opts) do
state = %{
current_stage: 0,
stage_started_at: System.monotonic_time(:millisecond),
health_checks_passed: 0,
rollback_triggered: false
}
schedule_stage_check()
{:ok, state}
end
def handle_info(:check_stage, state) do
if should_advance_stage?(state) do
advance_stage(state)
else
schedule_stage_check()
{:noreply, state}
end
end
defp should_advance_stage?(state) do
{_percentage, duration} = Enum.at(@rollout_stages, state.current_stage)
elapsed = System.monotonic_time(:millisecond) - state.stage_started_at
health_ok = check_stage_health()
duration != :infinity and elapsed >= duration and health_ok
end
defp advance_stage(state) do
next_stage = state.current_stage + 1
if next_stage < length(@rollout_stages) do
{percentage, _duration} = Enum.at(@rollout_stages, next_stage)
Logger.info("Advancing to rollout stage #{next_stage}: #{percentage}%")
DSPex.FeatureFlags.set_flag(:gradual_rollout_percentage, percentage)
new_state = %{state |
current_stage: next_stage,
stage_started_at: System.monotonic_time(:millisecond),
health_checks_passed: 0
}
schedule_stage_check()
{:noreply, new_state}
else
Logger.info("Rollout completed - 100% on V2")
{:noreply, state}
end
end
defp check_stage_health do
# Implement health checks
true
end
defp schedule_stage_check do
Process.send_after(self(), :check_stage, 60_000) # Check every minute
end
end
3.2 Rollback Procedures
defmodule DSPex.Migration.RollbackManager do
@moduledoc """
Manages rollback procedures if issues arise.
"""
require Logger
@rollback_scenarios [
{:error_rate_spike, &error_rate_exceeded?/1},
{:latency_degradation, &latency_degraded?/1},
{:worker_failures, &excessive_worker_failures?/1},
{:memory_leak, &memory_leak_detected?/1}
]
def check_rollback_conditions do
current_metrics = gather_metrics()
case Enum.find(@rollback_scenarios, fn {_name, check_fn} ->
check_fn.(current_metrics)
end) do
nil ->
:ok
{scenario, _} ->
Logger.error("Rollback triggered due to: #{scenario}")
execute_rollback(scenario, current_metrics)
end
end
def execute_rollback(reason, metrics) do
Logger.error("Executing rollback due to #{reason}")
# Record rollback event
record_rollback_event(reason, metrics)
# Disable V2 pool
DSPex.FeatureFlags.set_flag(:pool_v2_enabled, false)
DSPex.FeatureFlags.set_flag(:gradual_rollout_percentage, 0)
# Drain V2 connections
drain_v2_connections()
# Stop V2 components
stop_v2_components()
# Notify operations team
send_rollback_notification(reason, metrics)
:ok
end
defp error_rate_exceeded?(metrics) do
baseline = metrics.v1_error_rate
current = metrics.v2_error_rate
current > baseline * 3 # 3x increase triggers rollback
end
defp latency_degraded?(metrics) do
baseline = metrics.v1_p99_latency
current = metrics.v2_p99_latency
current > baseline * 2 # 2x increase triggers rollback
end
defp excessive_worker_failures?(metrics) do
metrics.worker_failure_rate > 0.1 # 10% failure rate
end
defp memory_leak_detected?(metrics) do
# Check for continuous memory growth
memory_trend = calculate_memory_trend(metrics.memory_history)
memory_trend > 0.1 # 10% growth per hour
end
defp gather_metrics do
%{
v1_error_rate: 0.01,
v2_error_rate: 0.02,
v1_p99_latency: 95,
v2_p99_latency: 105,
worker_failure_rate: 0.01,
memory_history: []
}
end
defp drain_v2_connections do
# Gracefully drain active connections
:ok
end
defp stop_v2_components do
# Stop V2 supervision tree
:ok
end
defp record_rollback_event(reason, metrics) do
# Record for post-mortem analysis
:ok
end
defp send_rollback_notification(reason, metrics) do
# Alert operations team
:ok
end
defp calculate_memory_trend(history) do
# Calculate growth rate
0.05
end
end
Phase 4: Validation (Week 5)
4.1 Validation Tests
defmodule DSPex.Migration.ValidationSuite do
@moduledoc """
Comprehensive validation of V2 pool deployment.
"""
use ExUnit.Case
@tag :migration_validation
test "functional equivalence between V1 and V2" do
# Test same operations on both pools
test_cases = generate_test_cases()
results = Enum.map(test_cases, fn test_case ->
v1_result = execute_on_v1(test_case)
v2_result = execute_on_v2(test_case)
assert_equivalent(v1_result, v2_result, test_case)
%{
test: test_case,
v1: v1_result,
v2: v2_result,
equivalent: equivalent?(v1_result, v2_result)
}
end)
# All should be equivalent
assert Enum.all?(results, & &1.equivalent)
end
@tag :migration_validation
test "performance improvements in V2" do
load_test_config = %{
duration: 60_000, # 1 minute
concurrent_users: 100,
operations_per_user: 50
}
v1_metrics = run_load_test(:v1, load_test_config)
v2_metrics = run_load_test(:v2, load_test_config)
# V2 should show improvements
assert v2_metrics.avg_latency <= v1_metrics.avg_latency
assert v2_metrics.throughput >= v1_metrics.throughput
assert v2_metrics.error_rate <= v1_metrics.error_rate
end
@tag :migration_validation
test "error handling improvements in V2" do
error_scenarios = [
:worker_crash,
:timeout,
:network_error,
:resource_exhaustion
]
Enum.each(error_scenarios, fn scenario ->
v1_recovery = test_error_recovery(:v1, scenario)
v2_recovery = test_error_recovery(:v2, scenario)
# V2 should recover faster
assert v2_recovery.recovery_time <= v1_recovery.recovery_time
assert v2_recovery.data_loss == false
end)
end
defp generate_test_cases do
[
%{operation: :create_program, args: test_signature()},
%{operation: :execute, args: test_inputs()},
%{operation: :list_programs, args: %{}},
%{operation: :concurrent_sessions, args: generate_sessions(10)}
]
end
defp execute_on_v1(test_case), do: {:ok, :v1_result}
defp execute_on_v2(test_case), do: {:ok, :v2_result}
defp assert_equivalent(v1_result, v2_result, test_case) do
# Custom equivalence checking
:ok
end
defp equivalent?(v1_result, v2_result) do
v1_result == v2_result
end
defp run_load_test(version, config) do
%{
avg_latency: 95,
throughput: 1000,
error_rate: 0.001
}
end
defp test_error_recovery(version, scenario) do
%{
recovery_time: 500,
data_loss: false
}
end
defp test_signature do
%{"inputs" => [], "outputs" => []}
end
defp test_inputs do
%{}
end
defp generate_sessions(count) do
for i <- 1..count, do: "session_#{i}"
end
end
4.2 Production Validation Checklist
## Pre-Production Validation
- [ ] All unit tests passing
- [ ] All integration tests passing
- [ ] Performance benchmarks meet targets
- [ ] Error recovery scenarios tested
- [ ] Monitoring dashboards configured
- [ ] Alerts configured
- [ ] Runbooks updated
## Production Validation
### Week 1 - 5% Traffic
- [ ] Error rate within tolerance
- [ ] Latency metrics acceptable
- [ ] No memory leaks detected
- [ ] Worker lifecycle stable
- [ ] Circuit breaker functioning
### Week 2 - 25% Traffic
- [ ] Scaling behavior verified
- [ ] Peak load handling tested
- [ ] Session affinity working
- [ ] Telemetry data accurate
- [ ] No unexpected errors
### Week 3 - 50% Traffic
- [ ] Compare V1 vs V2 metrics
- [ ] Verify cost efficiency
- [ ] Check resource utilization
- [ ] Validate optimizer decisions
- [ ] Review error patterns
### Week 4 - 100% Traffic
- [ ] Full production load stable
- [ ] All features functioning
- [ ] Performance targets met
- [ ] V1 ready for decommission
- [ ] Documentation complete
Phase 5: Cleanup (Week 6)
5.1 V1 Decommissioning
defmodule DSPex.Migration.Decommission do
@moduledoc """
Handles safe decommissioning of V1 pool.
"""
def execute do
with :ok <- verify_v2_fully_operational(),
:ok <- archive_v1_data(),
:ok <- remove_v1_code(),
:ok <- cleanup_resources() do
Logger.info("V1 pool decommissioned successfully")
:ok
end
end
defp verify_v2_fully_operational do
# Verify 100% traffic on V2
# Check all features working
# Confirm monitoring in place
:ok
end
defp archive_v1_data do
# Archive logs
# Archive metrics
# Archive configuration
:ok
end
defp remove_v1_code do
# Remove V1 modules
# Update dependencies
# Clean build artifacts
:ok
end
defp cleanup_resources do
# Remove unused ETS tables
# Clean temporary files
# Update documentation
:ok
end
end
Operational Procedures
Monitoring Commands
# Check migration status
DSPex.Migration.status()
# Get rollout percentage
DSPex.FeatureFlags.get_flag(:gradual_rollout_percentage)
# Force rollback
DSPex.Migration.RollbackManager.execute_rollback(:manual, %{})
# Validate health
DSPex.Migration.ValidationSuite.quick_health_check()
Emergency Procedures
Immediate Rollback
./bin/dspex eval "DSPex.Migration.emergency_rollback()"
Pause Rollout
./bin/dspex eval "DSPex.Migration.pause_rollout()"
Resume Rollout
./bin/dspex eval "DSPex.Migration.resume_rollout()"
Post-Migration Review
Success Criteria
- ✅ Zero customer impact during migration
- ✅ Performance improvements realized
- ✅ Error handling enhanced
- ✅ Monitoring comprehensive
- ✅ Team trained on V2 operations
Lessons Learned Documentation
Document:
- What went well
- Challenges encountered
- Performance improvements
- Operational changes
- Future recommendations
Conclusion
This migration plan provides a systematic approach to deploying the V2 pool implementation with minimal risk and maximum visibility. The phased approach, comprehensive monitoring, and automated rollback capabilities ensure a safe transition to the enhanced pool system.
The key to success is careful preparation, gradual rollout, and continuous validation throughout the process. With proper execution, the V2 pool will provide significant improvements in reliability, performance, and operational visibility.