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Upgrade Runbook

Before upgrading​

  1. Read the release notes and back up the PostgreSQL database and encryption-key material.
  2. Test the upgrade in an environment containing a representative copy of production configuration and data.
  3. Record the current application version and Engine configuration digests.

Apply migrations​

Set MERLON_DATABASE_URL to the target database and run:

make migrate

The target applies migrations/*.sql in lexical order and stops on the first SQL error. It is intended for an operator workstation or deployment job that has psql installed. Do not use it against an unverified production backup.

Rollback​

SQL migrations are forward-only unless a release-specific rollback is supplied. If validation fails, stop the rollout, restore the pre-upgrade backup, and investigate before retrying. Do not delete migration history or edit an already-applied migration.