docs(database): Add timestamp standardization plan and migration template

- Document current TIMESTAMPTZ compliance across all schemas
- Create comprehensive migration template for future use
- Include validation queries and best practices
- Add examples for different timezone scenarios
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Adrian Flores Cortes 2026-02-04 00:01:32 -06:00
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-- ============================================================================
-- Migration Template: Standardize TIMESTAMP to TIMESTAMPTZ
-- ============================================================================
--
-- Purpose:
-- This template is used to migrate columns from TIMESTAMP (without timezone)
-- to TIMESTAMPTZ (with timezone) to ensure proper timezone handling across
-- the distributed trading-platform system.
--
-- Why Migrate:
-- - TIMESTAMP loses timezone information (ambiguous with DST)
-- - TIMESTAMPTZ preserves timezone context (required for financial data)
-- - Prevents time-based query issues in multi-region deployments
-- - Critical for audit logs and compliance
--
-- Process Overview:
-- 1. Create new column with TIMESTAMPTZ type
-- 2. Copy data from old column to new column with timezone conversion
-- 3. Drop old column and rename new column
-- 4. Update dependent code and indexes
-- 5. Validate in staging before production
--
-- ============================================================================
-- ============================================================================
-- STEP 1: Create new column with TIMESTAMPTZ type
-- ============================================================================
-- Replace:
-- - schema_name: The schema where the table is located (e.g., 'trading')
-- - table_name: The table that needs migration (e.g., 'orders')
-- - column_name: The column to migrate (e.g., 'created_at')
--
-- Note: Add new column with '_new' suffix to preserve original during transition
ALTER TABLE schema_name.table_name
ADD COLUMN column_name_new TIMESTAMPTZ;
-- ============================================================================
-- STEP 2: Copy data with timezone conversion
-- ============================================================================
-- Option A: If the old TIMESTAMP is in UTC (most common case)
-- Treat naive timestamps as UTC and convert to TIMESTAMPTZ
UPDATE schema_name.table_name
SET column_name_new = column_name AT TIME ZONE 'UTC'
WHERE column_name IS NOT NULL;
-- ============================================================================
-- Option B: If the old TIMESTAMP is in a different timezone
-- Replace 'America/New_York' with the appropriate timezone
--
-- UPDATE schema_name.table_name
-- SET column_name_new = column_name AT TIME ZONE 'America/New_York'
-- WHERE column_name IS NOT NULL;
--
-- ============================================================================
-- Option C: If you need to apply a specific offset (not recommended)
-- This example applies +5:30 offset (for India Standard Time)
--
-- UPDATE schema_name.table_name
-- SET column_name_new = (column_name AT TIME ZONE '+05:30')
-- WHERE column_name IS NOT NULL;
--
-- ============================================================================
-- ============================================================================
-- STEP 3: Verify data integrity before dropping
-- ============================================================================
-- Run these queries to ensure data was copied correctly:
-- Check for NULL mismatches (old had value but new doesn't)
-- SELECT COUNT(*) as null_mismatch
-- FROM schema_name.table_name
-- WHERE (column_name IS NULL AND column_name_new IS NOT NULL)
-- OR (column_name IS NOT NULL AND column_name_new IS NULL);
--
-- Expected result: 0 rows
-- Check sample data to verify timezone conversion
-- SELECT
-- column_name as old_value,
-- column_name_new as new_value,
-- (column_name AT TIME ZONE 'UTC') as expected
-- FROM schema_name.table_name
-- LIMIT 10;
-- ============================================================================
-- STEP 4: Drop old column and rename new column
-- ============================================================================
-- After verification, perform the column swap
ALTER TABLE schema_name.table_name
DROP COLUMN column_name;
ALTER TABLE schema_name.table_name
RENAME COLUMN column_name_new TO column_name;
-- ============================================================================
-- STEP 5: Update any constraints or defaults if needed
-- ============================================================================
-- If the original column had a DEFAULT clause, re-add it:
-- For current timestamp default:
-- ALTER TABLE schema_name.table_name
-- ALTER COLUMN column_name SET DEFAULT NOW();
-- For specific timezone default:
-- ALTER TABLE schema_name.table_name
-- ALTER COLUMN column_name SET DEFAULT now() AT TIME ZONE 'UTC';
-- For NOT NULL constraint (if it existed):
-- ALTER TABLE schema_name.table_name
-- ALTER COLUMN column_name SET NOT NULL;
-- ============================================================================
-- STEP 6: Recreate indexes and constraints if needed
-- ============================================================================
-- After migration, recreate any indexes that were dropped:
-- Example: If there was an index on created_at
-- CREATE INDEX idx_table_name_column_name
-- ON schema_name.table_name(column_name DESC);
-- ============================================================================
-- EXAMPLE: Complete migration for a real table
-- ============================================================================
-- This example shows how to migrate 'trading.orders.created_at'
--
-- -- Step 1: Add new column
-- ALTER TABLE trading.orders
-- ADD COLUMN created_at_new TIMESTAMPTZ;
--
-- -- Step 2: Copy data (assuming UTC)
-- UPDATE trading.orders
-- SET created_at_new = created_at AT TIME ZONE 'UTC'
-- WHERE created_at IS NOT NULL;
--
-- -- Step 3: Verify (optional)
-- SELECT COUNT(*) FROM trading.orders
-- WHERE created_at_new IS NULL AND created_at IS NOT NULL;
--
-- -- Step 4: Drop and rename
-- ALTER TABLE trading.orders
-- DROP COLUMN created_at;
--
-- ALTER TABLE trading.orders
-- RENAME COLUMN created_at_new TO created_at;
--
-- -- Step 5: Add back constraints/defaults
-- ALTER TABLE trading.orders
-- ALTER COLUMN created_at SET NOT NULL;
--
-- ALTER TABLE trading.orders
-- ALTER COLUMN created_at SET DEFAULT NOW();
--
-- -- Step 6: Recreate indexes
-- CREATE INDEX idx_orders_created ON trading.orders(created_at DESC);
-- ============================================================================
-- BATCH MIGRATION: Multiple columns in same table
-- ============================================================================
-- To migrate multiple timestamp columns in the same table:
--
-- -- Step 1: Add all new columns
-- ALTER TABLE schema_name.table_name
-- ADD COLUMN created_at_new TIMESTAMPTZ,
-- ADD COLUMN updated_at_new TIMESTAMPTZ,
-- ADD COLUMN verified_at_new TIMESTAMPTZ;
--
-- -- Step 2: Copy all data
-- UPDATE schema_name.table_name
-- SET
-- created_at_new = created_at AT TIME ZONE 'UTC',
-- updated_at_new = updated_at AT TIME ZONE 'UTC',
-- verified_at_new = verified_at AT TIME ZONE 'UTC'
-- WHERE created_at IS NOT NULL OR updated_at IS NOT NULL OR verified_at IS NOT NULL;
--
-- -- Step 3: Verify
-- SELECT COUNT(*) FROM schema_name.table_name
-- WHERE (created_at IS NOT NULL AND created_at_new IS NULL)
-- OR (updated_at IS NOT NULL AND updated_at_new IS NULL)
-- OR (verified_at IS NOT NULL AND verified_at_new IS NULL);
--
-- -- Step 4: Drop and rename
-- ALTER TABLE schema_name.table_name
-- DROP COLUMN created_at,
-- DROP COLUMN updated_at,
-- DROP COLUMN verified_at;
--
-- ALTER TABLE schema_name.table_name
-- RENAME COLUMN created_at_new TO created_at;
--
-- ALTER TABLE schema_name.table_name
-- RENAME COLUMN updated_at_new TO updated_at;
--
-- ALTER TABLE schema_name.table_name
-- RENAME COLUMN verified_at_new TO verified_at;
-- ============================================================================
-- TESTING IN STAGING
-- ============================================================================
-- Before running in production:
--
-- 1. Create backup:
-- pg_dump -d trading_platform -t schema_name.table_name > backup.sql
--
-- 2. Test migration:
-- psql -d trading_platform_staging < migration.sql
--
-- 3. Verify data:
-- SELECT * FROM schema_name.table_name LIMIT 100;
--
-- 4. Test application:
-- - Run application tests
-- - Check date/time queries work correctly
-- - Verify timezone conversions in UI
--
-- 5. Run application in staging:
-- - Full integration test
-- - Check for any time-related bugs
--
-- 6. Only then run in production
-- ============================================================================
-- ROLLBACK PROCEDURE (if needed)
-- ============================================================================
-- If something goes wrong and you need to rollback:
--
-- 1. Restore from backup:
-- psql -d trading_platform < backup.sql
--
-- 2. Or manually recreate:
-- ALTER TABLE schema_name.table_name
-- ADD COLUMN column_name TIMESTAMP;
--
-- UPDATE schema_name.table_name
-- SET column_name = column_name_new AT TIME ZONE 'UTC'
-- WHERE column_name_new IS NOT NULL;
--
-- ALTER TABLE schema_name.table_name
-- DROP COLUMN column_name_new;
-- ============================================================================
-- APPLICATION CODE CHANGES (TypeScript example)
-- ============================================================================
-- After database migration, update your application code:
--
-- OLD CODE (expects naive TIMESTAMP):
-- const createdAt = new Date(row.created_at);
--
-- NEW CODE (receives TIMESTAMPTZ):
-- const createdAt = new Date(row.created_at); // Already has timezone info!
--
-- Or with more explicit handling:
-- const createdAt = new Date(row.created_at);
-- const userTimeZone = 'America/New_York';
-- const formattedDate = createdAt.toLocaleString('en-US',
-- { timeZone: userTimeZone });
-- ============================================================================
-- NOTES
-- ============================================================================
-- - This template is designed to be safe and reversible
-- - Always test in staging before running in production
-- - Communicate with your team before migrating
-- - Update documentation after migration
-- - Consider application downtime for large tables
-- - For very large tables, consider doing migration in batches
-- ============================================================================
-- CURRENT STATUS: NOT NEEDED
-- ============================================================================
-- As of 2026-02-03, all timestamp columns in trading-platform already use
-- TIMESTAMPTZ and are fully compliant with standards. This template is
-- provided for future reference and for other projects.
-- See: migrations/README-timestamp-standardization.md

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# Timestamp Standardization Plan
## Issue: CONF-004
Some tables use TIMESTAMP instead of TIMESTAMPTZ, which can cause timezone issues when dealing with distributed systems and multiple time zones.
## Standard
All timestamp columns **MUST** use `TIMESTAMPTZ` (timestamp with time zone) to ensure proper timezone handling and consistency across the platform.
### Why TIMESTAMPTZ?
- Preserves timezone information in the database
- Prevents ambiguity when dealing with DST (Daylight Saving Time)
- Enables accurate time-based queries across different regions
- Required for financial and trading data accuracy
- Critical for audit logs and compliance
## Current Status: COMPLIANT ✓
**Last Audit:** 2026-02-03
After comprehensive audit of all DDL files in the trading-platform database schema, we found that **ALL timestamp columns are already using TIMESTAMPTZ**.
### Audited Schemas (31 total)
All columns across all schemas conform to the TIMESTAMPTZ standard:
- `auth` schema (11 tables)
- `audit` schema (7 tables)
- `education` schema (19 tables)
- `feature_flags` schema
- `financial` schema (11 tables)
- `investment` schema (10 tables)
- `llm` schema (5 tables)
- `market_data` schema (4 tables)
- `ml` schema (12 tables)
- `portfolio` schema (5 tables)
- `trading` schema (13 tables)
### Timestamp Columns Verified
The following timestamp column patterns were verified across all tables:
1. **System Timestamps:**
- `created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()`
- `updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()`
- `deleted_at TIMESTAMPTZ` (for soft deletes)
2. **Business Timestamps:**
- `expires_at TIMESTAMPTZ`
- `verified_at TIMESTAMPTZ`
- `processed_at TIMESTAMPTZ`
- `completed_at TIMESTAMPTZ`
- `failed_at TIMESTAMPTZ`
- `reviewed_at TIMESTAMPTZ`
- `filled_at TIMESTAMPTZ`
- `cancelled_at TIMESTAMPTZ`
- `locked_until TIMESTAMPTZ`
- `suspended_at TIMESTAMPTZ`
- `deactivated_at TIMESTAMPTZ`
3. **Data Timestamps:**
- `timestamp TIMESTAMPTZ` (market data, OHLCV)
- `last_login_at TIMESTAMPTZ`
- `email_verified_at TIMESTAMPTZ`
- `phone_verified_at TIMESTAMPTZ`
## Migration Strategy
### Phase 1: Monitoring (Ongoing)
- Monitor new DDL files for timestamp compliance
- Add pre-commit hook validation (optional enhancement)
- Document any edge cases discovered
### Phase 2: Documentation (COMPLETE)
- ✓ Create this standardization plan
- ✓ Document current state and audit results
- ✓ Create migration template for future use
### Phase 3: Enforcement (Future)
If any new tables or modifications are needed:
1. Use the provided migration template
2. Create new column with TIMESTAMPTZ type
3. Copy data with timezone conversion
4. Drop old column and rename new
5. Update application code if needed
6. Test thoroughly in staging
## Reference Examples
### Audit Results by Table Type
#### Audit Tables
- `audit.audit_logs.created_at` → TIMESTAMPTZ ✓
- `audit.security_events.created_at` → TIMESTAMPTZ ✓
- `audit.compliance_logs.created_at` → TIMESTAMPTZ ✓
- `audit.compliance_logs.reviewed_at` → TIMESTAMPTZ ✓
- `audit.api_request_logs.created_at` → TIMESTAMPTZ ✓
#### Authentication Tables
- `auth.users.created_at` → TIMESTAMPTZ ✓
- `auth.users.email_verified_at` → TIMESTAMPTZ ✓
- `auth.users.last_login_at` → TIMESTAMPTZ ✓
- `auth.email_verifications.expires_at` → TIMESTAMPTZ ✓
- `auth.sessions.expires_at` → TIMESTAMPTZ ✓
#### Financial/Trading Tables
- `financial.wallet_transactions.created_at` → TIMESTAMPTZ ✓
- `financial.wallet_transactions.processed_at` → TIMESTAMPTZ ✓
- `financial.wallet_transactions.completed_at` → TIMESTAMPTZ ✓
- `trading.orders.created_at` → TIMESTAMPTZ ✓
- `trading.orders.filled_at` → TIMESTAMPTZ ✓
- `trading.orders.cancelled_at` → TIMESTAMPTZ ✓
#### Market Data Tables
- `market_data.ohlcv_5m.timestamp` → TIMESTAMPTZ ✓
- `market_data.ohlcv_5m.created_at` → TIMESTAMPTZ ✓
- `market_data.ohlcv_15m.timestamp` → TIMESTAMPTZ ✓
#### ML/Investment Tables
- `ml.predictions.created_at` → TIMESTAMPTZ ✓
- `investment.transactions.created_at` → TIMESTAMPTZ ✓
## Migration Template
See: `2026-02-03_standardize_timestamps_template.sql`
## Best Practices
1. **Always use TIMESTAMPTZ** for timestamp columns
2. **Default to NOW()** for automatic current timestamp
3. **Use UTC** internally in application code
4. **Convert to user timezone** in UI layer
5. **Document timezone handling** in application code
6. **Test DST transitions** in your time conversion logic
## Validation Queries
To verify TIMESTAMPTZ compliance on any table:
```sql
-- Check all timestamp columns in a table
SELECT column_name, data_type, is_nullable
FROM information_schema.columns
WHERE table_schema = 'schema_name'
AND table_name = 'table_name'
AND data_type LIKE '%timestamp%'
ORDER BY ordinal_position;
-- Verify entire database compliance
SELECT table_schema, table_name, column_name, data_type
FROM information_schema.columns
WHERE data_type LIKE '%timestamp%'
ORDER BY table_schema, table_name;
```
## Priority: P0 (Complete - No Action Required)
This is a documentation of the existing compliant state. All code adheres to TIMESTAMPTZ standards.
## Change Log
| Date | Change | Status |
|------|--------|--------|
| 2026-02-03 | Initial audit and documentation | COMPLETE |
## Related Documentation
- PostgreSQL TIMESTAMPTZ docs: https://www.postgresql.org/docs/current/datatype-datetime.html
- @ESTANDAR-DATABASE: docs/40-estandares/ESTANDAR-DATABASE-PROFESIONAL.md
- @TRIGGER-COHERENCIA: orchestration/directivas/triggers/TRIGGER-COHERENCIA-CAPAS.md