Ecto Migrations

Two layers work together:

Creating schema migration files

Always create files in app/priv/repo/migrations/ with:

make gen.migration NAME=add_foo_to_bars

That runs mix ecto.gen.migration inside devenv (see root Makefile gen.migration target) and assigns a unique timestamp version.

Never create or copy migration files by hand (including inventing a YYYYMMDDHHMMSS_*.exs name). Manual timestamps collide across PRs that land close together. Ecto keys migrations by the numeric prefix only, so duplicates cause skipped migrations, re-runs, and production failures (e.g. duplicate_column or missing columns after a rename).

After generating, edit only the body of the generated file. Do not rename the file to “fix” a conflict with another branch — coordinate timestamps via make gen.migration on an up-to-date main instead.

Data migrations

Backfills and one-off data fixes live under app/lib/operately/data/ as Operately.Data.ChangeNNN… modules. A thin schema migration (created with make gen.migration) calls them:

defmodule Operately.Repo.Migrations.BaselineDocumentVersions do
  use Ecto.Migration

  def up do
    Operately.Data.Change110BaselineDocumentVersions.run()
  end

  def down do
    :ok
  end
end

Examples: change_110_baseline_document_versions.ex ← 20260720190200_baseline_document_versions.exs; change_106_backfill_document_names_from_nodes.ex ← 20260720120100_backfill_document_names_from_nodes.exs.

Naming

• Next unused number: look at the highest change_NNN_*.ex under app/lib/operately/data/ (currently in the 110s).
• Module: Operately.Data.ChangeNNNDescriptiveName
• File: change_NNN_descriptive_name.ex
• Prefer a run/0 entry point (some older modules use up/0).

Do not depend on application modules

Data migrations must not alias live app schemas such as Operately.Goals.Goal or Operately.Activities.Activity. Those modules change over time; a migration that imports them can break on fresh installs months later.

Define minimal inline structs/modules inside the change module with only the fields and helpers the migration needs.

# ❌ DON'T: referencing application modules directly inside migrations
defmodule Operately.Data.Change155MyMigration do
  alias Operately.Repo
  alias Operately.Activities.Activity

  def run do
    from(a in Activity, where: a.action == "task_description_change")
    |> Repo.update_all(set: [content: %{}])
  end
end

# ✅ DO: declare minimal inline structs/modules needed by the migration
defmodule Operately.Data.Change155MyMigration do
  alias Operately.Repo
  alias __MODULE__.Activity

  def run do
    from(a in Activity, where: a.action == "task_description_change")
    |> Repo.update_all(set: [content: %{}])
  end

  defmodule Activity do
    use Operately.Schema

    schema "activities" do
      field :action, :string
      field :content, :map
    end
  end
end

References: change_082_populate_goal_description_changed_activity_goal_name.ex, change_080_create_subscriptions_list_for_tasks.ex, change_110_baseline_document_versions.ex.

(Same rule is summarized in root AGENTS.md under Data Migration Guidelines.)

Idempotency and tests

• Prefer idempotent run/0 (safe if re-run or if some rows already match the target state).
• Add tests under app/test/operately/data/change_NNN_*_test.exs (see change_110_baseline_document_versions_test.exs).

Checklist

• Schema migration created via make gen.migration NAME=...
• No hand-written or hand-copied app/priv/repo/migrations/*.exs filenames
• Version prefix is unique among existing migrations before opening the PR
• Data backfill lives in Operately.Data.ChangeNNN… with inline schemas only
• Schema migration’s up/0 only delegates to ChangeNNN.run() (plus any DDL)
• Data change is idempotent where practical and covered by a unit test