Consolidate documentation: archive 45+ historical docs
- Move completed migration docs to docs/archive/ - Move session summaries to docs/archive/sessions/ - Rename API_ASP_DOCUMENTATION.md to docs/API.md - Archive redundant Claude reference files - Update docs/README.md as simplified index - Reduce active docs from 45+ files to 8 essential files Remaining docs: - CLAUDE.md (AI context) - TODO.md (task tracking) - docs/README.md, API.md, QUICK_REFERENCE.md - docs/ASP_DEVELOPMENT_GUIDE.md, STANDARDS.md 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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docs/archive/COMPLETE_REFACTORING_SUMMARY.md
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# Complete Database Refactoring - Executive Summary
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**Date**: 2025-11-06
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**Status**: DESIGN PHASE - Ready for Review
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**Scope**: MASSIVE - Complete database restructuring
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---
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## Overview
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This document provides a high-level overview of the complete database refactoring project. This is a comprehensive modernization effort that will:
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1. **Consolidate PCs into Machines** - Eliminate duplicate entity tracking
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2. **Create Generic Communications Infrastructure** - Flexible, extensible communication tracking
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3. **Implement Warranty Management System** - Professional warranty tracking for all assets
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---
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## Three Major Components
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### Component 1: PC-to-Machines Consolidation
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**Document**: `PC_MACHINES_CONSOLIDATION_PLAN.md`
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**What**: Merge the `pc` table (277 records) into `machines` table (266 records)
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**Why**:
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- Eliminate duplicate entity tracking
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- Simplify data model
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- Unified asset management
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**Impact**:
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- 543 total machines after consolidation
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- 10 ASP files need updates (direct queries)
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- 30 ASP files affected (use pc fields/views)
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- 19 database views need updates
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- 6 related tables need updates
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### Component 2: Communications Infrastructure
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**Document**: `PC_MACHINES_CONSOLIDATION_PLAN.md` (Part 2)
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**What**: Create generic communications system supporting multiple types
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**New Tables**:
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- `comstypes` - Communication types (IP, Serial, Network, USB, etc.)
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- `communications` - Universal communication tracking
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**Features**:
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- Supports IP addresses, serial ports, network interfaces
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- Extensible for future communication types
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- Links to machines via machineid
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- Replaces pc_comm_config and pc_network_interfaces
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### Component 3: Warranty Management System
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**Document**: `WARRANTY_MANAGEMENT_DESIGN.md`
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**What**: Professional warranty tracking system for all machines
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**New Tables**:
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- `warrantytypes` - Types of coverage
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- `warranties` - Individual warranty records (links to existing vendors table)
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- `warrantyhistory` - Audit trail for changes
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**Features**:
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- Multiple warranties per machine
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- Warranty renewal tracking
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- Automated expiration notifications
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- Cost tracking
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- Historical audit trail
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---
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## Database Changes Summary
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### New Tables (5 total)
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| Table | Records | Purpose |
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|-------|---------|---------|
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| comstypes | ~7 | Communication type definitions |
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| communications | ~500+ | Machine communication records |
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| warrantytypes | ~8 | Warranty coverage types |
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| warranties | ~277+ | Individual warranty records (uses existing vendors table) |
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| warrantyhistory | ~0 | Warranty change audit trail |
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### Modified Tables (1)
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| Table | Changes | New Columns |
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|-------|---------|-------------|
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| machines | Extended for PC data | +9 columns (hostname, serialnumber, osid, pctypeid, etc.) |
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### Deprecated Tables (To be removed after migration)
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| Table | Replacement | When to Remove |
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|-------|-------------|----------------|
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| pc | machines | After 30-day testing period |
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| pc_comm_config | communications | After data migration verified |
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| pc_network_interfaces | communications | After data migration verified |
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### Views to Update (19)
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All views currently using the `pc` table will be updated to use `machines` with compatibility maintained.
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---
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## Migration Execution Order
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### Phase 1: Infrastructure Setup (Scripts 01-04)
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**Reversible**: Yes
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1. Script 01: Create communications infrastructure
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2. Script 02: Extend machines table
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3. Script 03: Create PC machine types
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4. Script 04: Create warranty infrastructure
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**Production Deployment**: Run during maintenance window
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**Estimated Time**: 15 minutes
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**Rollback**: Rollback scripts 01-04 available
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### Phase 2: Data Migration (Scripts 05-08)
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**Reversible**: Yes (with backups)
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5. Script 05: Migrate PC data to machines
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6. Script 06: Migrate communication data
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7. Script 07: Migrate warranty data
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8. Script 08: Update relationship tables
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**Production Deployment**: Run during maintenance window
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**Estimated Time**: 30-45 minutes
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**Rollback**: Restore from backup
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### Phase 3: Application Updates (Manual)
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**Reversible**: Yes (via version control)
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9. Update 19 database views
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10. Create compatibility views
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11. Update 10 ASP files (direct queries)
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12. Update 30 ASP files (pc fields/views)
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13. Test all functionality
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**Production Deployment**: Deploy with application
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**Estimated Time**: 2-3 weeks development + testing
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**Rollback**: Revert code deployment
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### Phase 4: Cleanup (After 30 days)
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**Reversible**: No - PERMANENT
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14. Drop pc table
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15. Drop pc_comm_config table
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16. Drop pc_network_interfaces table
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17. Drop compatibility views
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18. Remove deprecated columns
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**Production Deployment**: Final cleanup
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**Estimated Time**: 15 minutes
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**Rollback**: None (irreversible)
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---
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## Complete SQL Script List
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### Creation Scripts
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1. `sql/01_create_communications_infrastructure.sql`
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2. `sql/02_extend_machines_table.sql`
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3. `sql/03_create_pc_machine_types.sql`
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4. `sql/04_create_warranty_infrastructure.sql`
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### Migration Scripts (TBD)
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5. `sql/05_migrate_pc_to_machines.sql`
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6. `sql/06_migrate_communications.sql`
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7. `sql/07_migrate_warranties.sql`
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8. `sql/08_update_relationships.sql`
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### View Scripts (TBD)
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9. `sql/09_update_views.sql`
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10. `sql/10_create_compatibility_views.sql`
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### Rollback Scripts
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- `sql/ROLLBACK_01_communications_infrastructure.sql`
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- `sql/ROLLBACK_02_machines_table_extensions.sql`
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- `sql/ROLLBACK_03_pc_machine_types.sql` (delete from machinetypes)
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- `sql/ROLLBACK_04_warranty_infrastructure.sql`
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---
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## Benefits of This Refactoring
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### Before Refactoring
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**Data Model**:
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- Machines and PCs tracked separately
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- Warranty data scattered across PC records
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- Communication data in PC-specific tables
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- Multiple machines types systems (machines.machinetypeid, pc.pctypeid)
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- Rigid communication tracking
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- No warranty history
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- Limited to one warranty per PC
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**Code**:
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- Duplicate logic for machines vs PCs
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- Complex joins across pc/machines
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- PC-specific ASP files
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- Warranty tracking only for PCs
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### After Refactoring
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**Data Model**:
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- Unified machine tracking (all assets)
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- Professional warranty management
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- Generic communication infrastructure
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- Single machine type system
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- Extensible for new communication types
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- Complete warranty audit trail
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- Multiple warranties per machine
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**Code**:
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- Single codebase for all machines
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- Simpler queries
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- Unified ASP files
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- Warranty tracking for ALL machines
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- Better reporting capabilities
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---
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## Risk Assessment
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| Risk | Severity | Likelihood | Mitigation |
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|------|----------|------------|------------|
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| Data loss during migration | CRITICAL | Low | Full backups, dev testing, rollback scripts |
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| Extended downtime | HIGH | Medium | Parallel testing, staged deployment |
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| View compatibility issues | HIGH | Medium | Compatibility views, thorough testing |
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| Performance degradation | MEDIUM | Low | Indexes optimized, query testing |
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| Application bugs | MEDIUM | Medium | Comprehensive testing, UAT |
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| User confusion | LOW | Medium | Documentation, training |
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---
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## Timeline & Effort Estimate
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| Phase | Duration | Resources |
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|-------|----------|-----------|
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| Design & Review | 1-2 days | COMPLETE |
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| SQL Script Development | 3-5 days | In Progress |
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| Dev Environment Testing | 3-5 days | Pending |
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| ASP File Updates | 5-7 days | Pending |
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| Integration Testing | 3-5 days | Pending |
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| User Acceptance Testing | 2-3 days | Pending |
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| Production Deployment | 1 day | Pending |
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| Monitoring Period | 30 days | Pending |
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| Final Cleanup | 1 day | Pending |
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| **TOTAL** | **20-35 days** | |
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---
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## Key Success Metrics
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### Data Integrity
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- [ ] All 277 PCs migrated to machines
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- [ ] All communication records migrated
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- [ ] All warranty records migrated
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- [ ] All FK relationships intact
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- [ ] Zero data loss
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### Functionality
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- [ ] All 19 views return correct data
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- [ ] All ASP files working correctly
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- [ ] Warranty tracking functional
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- [ ] Communication tracking functional
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- [ ] Reports generating correctly
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### Performance
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- [ ] Query performance same or better
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- [ ] Page load times acceptable
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- [ ] Database size reduced (from consolidation)
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---
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## Production Deployment Checklist
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### Pre-Deployment
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- [ ] All SQL scripts tested on dev
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- [ ] All ASP files tested
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- [ ] All views validated
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- [ ] Performance testing complete
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- [ ] UAT sign-off received
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- [ ] Rollback plan documented
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- [ ] Full database backup created
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- [ ] Maintenance window scheduled
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- [ ] Users notified
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### Deployment Day
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- [ ] Verify backup completed
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- [ ] Run scripts 01-04 (infrastructure)
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- [ ] Verify tables created
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- [ ] Run scripts 05-08 (data migration)
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- [ ] Verify data migrated
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- [ ] Update views
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- [ ] Deploy ASP files
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- [ ] Smoke test functionality
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- [ ] Monitor for errors
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### Post-Deployment
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- [ ] Verify all functionality
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- [ ] Monitor performance
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- [ ] Check error logs
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- [ ] User feedback collection
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- [ ] Document issues
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- [ ] Plan fixes if needed
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### 30-Day Cleanup
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- [ ] Verify stability
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- [ ] Run cleanup scripts
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- [ ] Remove old tables
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- [ ] Update documentation
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- [ ] Close project
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---
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## Documentation Index
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1. **PC_MACHINES_CONSOLIDATION_PLAN.md** - Complete PC consolidation design
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2. **WARRANTY_MANAGEMENT_DESIGN.md** - Warranty system design
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3. **COMPLETE_REFACTORING_SUMMARY.md** - This document (overview)
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---
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## Questions & Approvals
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### Design Decisions Needed
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- [ ] Approve warranty system design
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- [ ] Approve communications infrastructure
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- [ ] Approve PC machine type mapping
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- [ ] Set maintenance window date
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### Approvals Required
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- [ ] Database Administrator
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- [ ] Lead Developer
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- [ ] System Owner
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- [ ] Business Stakeholder
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---
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## Support & Contact
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**For questions about this refactoring:**
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- Review design documents first
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- Check rollback procedures
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- Test on dev environment
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- Contact system administrator
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---
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**Status**: DESIGN PHASE COMPLETE
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**Next Step**: Create migration scripts (scripts 05-08)
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**Target Deployment**: TBD
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---
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*This is a living document and will be updated as the project progresses.*
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