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Upgrade and Migration Tooling

Description

Provides automated tools for upgrading the platform between minor and major versions, including pre-upgrade validation, database schema migration, configuration backup and restore, and rollback capability. Supports zero-downtime upgrades on Kubernetes deployments.

Canonical use case

A customer upgrades from ExpertFlow 4.x to 5.x using the migration tooling, which backs up all configuration, runs schema migrations automatically, and completes the upgrade during a maintenance window without any manual SQL intervention.

Open Items

  • [ ] Canon alignment — populate canon_axiom_refs or confirm no existing axiom applies
  • [ ] Dependency assessment — set dependencies_assessed: true once SA has reviewed the full chain
  • [ ] effort_estimate — replace 0 with rough engineering days (order of magnitude)
  • [ ] public_description — write the public-facing description before publishing