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S_00011 — Reconciled trial migration before cutover

This solution addresses P_00012; the problem owns the forward reference in its ordered solutionsIds array.

The closest existing record was S_00001. That record includes incumbent data extraction as a supporting capability for moving operating rules from code into configuration. This mechanism instead makes a documented test extraction, staged import, and reconciliation the gate for production cutover, so the duplicate review approved a materially distinct record.

kind: solution_catalog
schema_version: 1
solutions:
- id: S_00011
proofIds: []
priority: 60
name: 'Reconciled trial migration before cutover'
status: approved
mechanism: >-
Before production cutover is approved, define a migration manifest listing
every required source record, identifier, relationship, attachment,
history element, and financial control total. Obtain a customer-authorized
test extract, map supported records into the replacement data model, and
load them in dependency order through configured import paths. Reconcile
source and target counts, control totals, diagnostic exceptions, and
sampled document links, record every unsupported or unresolved item, and
repeat the trial until the agreed acceptance criteria are met or the
cutover decision is revised.
capabilities:
- name: 'Define the migration manifest, source-to-target map, and cutover acceptance criteria'
classification: configured
conditions:
- >-
The customer must identify every record type, field, relationship,
attachment, history element, and control total required after
cutover.
- >-
Contractual export rights and an available extraction method must be
confirmed with the incumbent source; this mechanism does not create
those rights or methods.
- >-
Source identifiers and relationships must be documented well enough
to map them into the replacement data model.
- >-
Discovery, mapping, and testing effort cannot be sized before the
incumbent schema, exports, and required history are inspected.
evidence_ids: []
- name: 'Load customer-supplied extracts through supported record-specific import paths'
classification: configured
conditions:
- >-
Each record type must have a verified generic import configuration
or a dedicated import hook compatible with the supplied source
format.
- >-
MCP server d8189168 shows import paths for several account, item,
manufacturing, sales, inventory, and accounting records, but does
not establish complete coverage of the customer's required dataset.
- >-
Column mappings, identifiers, units, statuses, document numbers,
source formats, dependency order, and error handling require
customer-specific configuration and testing.
- >-
Import limits and behavior vary by document and dedicated hook; a
single generic import path must not be assumed.
evidence_ids: []
- name: 'Resolve supported cross-document references during staged import'
classification: configured
conditions:
- >-
Referenced master and parent records must be loaded before dependent
transaction or process records.
- >-
Source identifiers must resolve consistently to target accounts,
contacts, items, variants, packaging, warehouses, orders, ledger
accounts, work centers, and other referenced documents.
- >-
MCP server d8189168 verifies relationship reconstruction in
dedicated AR-invoice and manufacturing-routing imports; every other
required relationship remains subject to a specific mapping test.
- >-
Sampled source relationships must be compared with the resulting
target references before they are accepted.
evidence_ids: []
- name: 'Run diagnostic trial imports and reconcile the result before cutover approval'
classification: configured
conditions:
- >-
The customer must define acceptable counts, financial control
totals, relationship samples, attachment coverage, history coverage,
and exception tolerances.
- >-
Dry-run diagnostics, validation, and idempotent duplicate handling
were observed for specific import hooks, not as uniform behavior
across every import.
- >-
Counts, control totals, attachment coverage, history coverage, and
sampled links require configured reports, queries, or retained
reconciliation artifacts.
- >-
Failed or unmatched records must be corrected and the affected trial
repeated; a partially successful batch is not proof of completeness.
evidence_ids: []
expected_outcome_hypotheses:
- >-
Before production cutover, each required record type and relationship
can have a documented migrated, excluded, or unresolved status.
- >-
Trial imports can surface source-access, mapping, validation, and
relationship failures before they occur in the production cutover.
- >-
Imported counts, financial control totals, and sampled document links
can be compared with the approved source extract.
- >-
Cutover approval can be based on recorded acceptance results rather than
an assumption that a CSV export constitutes a complete migration.
limitations:
- >-
The replacement deployment cannot establish the customer's contractual
right or technical ability to export data from the incumbent system.
- >-
MCP server d8189168 shows several dedicated import paths but does not
establish import coverage for every required operating record.
- >-
No universal path for importing incumbent attachments, audit history, or
revision history was verified.
- >-
Target revision behavior is not uniform: some observed documents enable
limited revisions while others disable revisions.
- >-
Some observed imports process documents independently, so one failure
may leave a partially loaded batch rather than rolling back the entire
migration.
- >-
Several import hooks execute synchronously; throughput and response time
at the customer's migration volume have not been verified.
- >-
Dry-run diagnostics, duplicate handling, and reconciliation behavior
vary by import hook and cannot be assumed across all record types.
- >-
A complete import cannot recover records, relationships, attachments, or
history that the authorized source extract does not contain.
prohibited_claims:
- 'That an incumbent vendor intentionally prevents data access.'
- 'That every historical record, relationship, attachment, or revision can be migrated.'
- 'That a CSV file preserves document relationships or proves migration completeness.'
- 'That the observed import actions constitute a universal migration tool.'
- "That a target audit trail recreates the incumbent system's historical audit record."
- 'That a successful trial import proves completeness without the approved reconciliation criteria.'
- 'That migration can be completed within a particular timeline, cost, or amount of downtime.'
- 'That no data will be omitted, duplicated, changed, or lost.'

Outstanding

  1. proofIds is empty. Run W7 after at least one eligible evidence record exists.
  2. Every capability has evidence_ids: []. The implementation checks from MCP server d8189168 are deployment-specific observations, not canonical evidence records. Route formal product evidence through W9.
  3. Product implementation verification is partial. Several record-specific import paths, relationship-reconstruction paths, and diagnostic controls were verified, but universal record coverage and reconciliation were not.
  4. Source verification is missing. Obtain the export-rights review, source schema, required-record inventory, and representative test extract.
  5. Configured effort is unknown. Inspect source formats, identifiers, relationships, attachments, history, volumes, and acceptance criteria before estimating implementation work.
  6. Priority 60 is approved for this draft only. Revisit it when the related problem has an approved priority and the solution catalog is ordered against current sales priorities.