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386 lines
17 KiB
Markdown
386 lines
17 KiB
Markdown
# Organization Migration Mapping Guide
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This document provides detailed mapping from the current sector/subtype system to the new comprehensive categorization system.
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## Migration Overview
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**Source Data**: 1,280 organizations with sector/subtype combinations
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**Target System**: Three-tier hierarchy (Primary Sector → Business Types → Service Categories)
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## Sector Mapping Table
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| Current Sector | Count | New Primary Sector | Rationale |
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|----------------|-------|-------------------|-----------|
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| `retail` | 248 | **RETAIL_COMMERCE** | Direct consumer goods retail |
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| `healthcare` | 134 | **HEALTHCARE_WELLNESS** | Medical and healthcare services |
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| `services` | 126 | **PROFESSIONAL_SERVICES** | Professional and consulting services |
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| `automotive` | 119 | **TRANSPORTATION_LOGISTICS** | Automotive and transportation |
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| `food_beverage` | 94 | **FOOD_HOSPITALITY** | Food and beverage services |
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| `beauty_wellness` | 79 | **CONSUMER_SERVICES** | Personal care and wellness |
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| `religious` | 86 | **COMMUNITY_RELIGIOUS** | Religious and community organizations |
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| `education` | 117 | **EDUCATION_TRAINING** | Educational institutions |
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| `energy` | 46 | **MANUFACTURING_INDUSTRY** | Energy production and utilities |
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| `construction` | 31 | **MANUFACTURING_INDUSTRY** | Construction and building |
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| `entertainment` | 25 | **COMMUNITY_RELIGIOUS** | Cultural and entertainment |
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| `financial` | 43 | **PROFESSIONAL_SERVICES** | Financial services |
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| `hospitality` | 24 | **FOOD_HOSPITALITY** | Accommodation services |
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| `manufacturing` | 18 | **MANUFACTURING_INDUSTRY** | Manufacturing facilities |
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| `government` | 17 | **GOVERNMENT_PUBLIC** | Government offices |
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| `furniture` | 32 | **RETAIL_COMMERCE** | Furniture retail |
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| `other` | 28 | *(context-dependent)* | Requires individual review |
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| `sports` | 2 | **COMMUNITY_RELIGIOUS** | Sports and recreation |
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| `technology` | 2 | **PROFESSIONAL_SERVICES** | Technology services |
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| `agriculture` | 2 | **AGRICULTURE_RESOURCES** | Agricultural businesses |
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## Detailed Subtype Mappings
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### RETAIL_COMMERCE Sector (248 organizations)
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `retail/retail` | 202 | `retail_store` | `shopping_retail`, `daily_living` | Standard retail stores |
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| `retail/commercial` | 46 | `retail_store`, `online_business` | `shopping_retail` | Commercial retail operations |
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### HEALTHCARE_WELLNESS Sector (134 organizations)
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `healthcare/healthcare` | 134 | `healthcare_facility` | `health_medical`, `essential_services` | All healthcare providers |
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### PROFESSIONAL_SERVICES Sector (171 organizations)
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `services/professional_services` | 19 | `professional_service` | `professional_business` | Consulting and professional services |
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| `services/commercial` | 87 | `professional_service` | `professional_business` | Business services |
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| `services/healthcare` | 4 | `professional_service` | `health_medical` | Healthcare consulting |
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| `services/other` | 4 | `professional_service` | `specialized_services` | Specialized consulting |
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| `services/personal_services` | 12 | `direct_service` | `personal_care` | Personal professional services |
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| `financial/financial` | 41 | `professional_service` | `financial_services` | Financial services |
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| `financial/commercial` | 2 | `professional_service` | `financial_services` | Commercial finance |
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| `technology/technology` | 2 | `professional_service` | `professional_business` | Tech services |
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### TRANSPORTATION_LOGISTICS Sector (119 organizations)
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `automotive/automotive` | 76 | `transportation_service` | `transportation` | Automotive services |
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| `automotive/commercial` | 7 | `transportation_service` | `transportation` | Commercial vehicle services |
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| `automotive/infrastructure` | 6 | `transportation_service` | `transportation` | Transport infrastructure |
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| `automotive/transportation` | 15 | `transportation_service` | `transportation` | Transportation services |
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### FOOD_HOSPITALITY Sector (118 organizations)
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `food_beverage/food_beverage` | 84 | `food_establishment` | `food_dining`, `daily_living` | Restaurants and food service |
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| `food_beverage/commercial` | 6 | `food_establishment` | `food_dining` | Commercial food operations |
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| `food_beverage/other` | 4 | `food_establishment` | `food_dining` | Other food services |
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| `hospitality/commercial` | 1 | `hospitality_venue` | `food_dining` | Commercial hospitality |
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| `hospitality/educational` | 7 | `hospitality_venue` | `entertainment_leisure` | Educational hospitality |
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| `hospitality/hospitality` | 16 | `hospitality_venue` | `food_dining` | Hotels and lodging |
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### CONSUMER_SERVICES Sector (79 organizations)
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `beauty_wellness/personal_services` | 79 | `direct_service` | `personal_care` | Beauty and wellness services |
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### COMMUNITY_RELIGIOUS Sector (113 organizations)
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `religious/religious` | 65 | `religious_institution` | `community_religious` | Religious institutions |
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| `religious/cultural` | 9 | `religious_institution` | `community_religious` | Cultural religious sites |
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| `religious/government` | 12 | `religious_institution` | `community_religious` | Religious government relations |
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| `entertainment/cultural` | 18 | `non_profit_organization` | `entertainment_leisure` | Cultural entertainment |
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| `entertainment/commercial` | 1 | `hospitality_venue` | `entertainment_leisure` | Commercial entertainment |
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| `entertainment/other` | 8 | `hospitality_venue` | `entertainment_leisure` | Other entertainment |
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| `sports/cultural` | 2 | `non_profit_organization` | `entertainment_leisure` | Sports organizations |
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### EDUCATION_TRAINING Sector (117 organizations)
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `education/educational` | 104 | `educational_institution` | `education_learning` | Educational institutions |
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| `education/commercial` | 1 | `educational_institution` | `education_learning` | Commercial education |
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| `education/cultural` | 1 | `educational_institution` | `education_learning` | Cultural education |
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| *(empty sector)* | 11 | *(needs review)* | *(needs review)* | Organizations without sector |
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### MANUFACTURING_INDUSTRY Sector (95 organizations)
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `manufacturing/commercial` | 2 | `manufacturing_facility` | `specialized_services` | Commercial manufacturing |
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| `manufacturing/manufacturing` | 16 | `manufacturing_facility` | `specialized_services` | Manufacturing facilities |
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| `construction/commercial` | 7 | `construction_contractor` | `home_services` | Commercial construction |
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| `construction/manufacturing` | 1 | `construction_contractor` | `home_services` | Construction manufacturing |
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| `construction/professional_services` | 26 | `construction_contractor` | `home_services` | Construction professionals |
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| `construction/retail` | 8 | `construction_contractor` | `home_services` | Construction retail |
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| `energy/commercial` | 1 | `manufacturing_facility` | `essential_services` | Commercial energy |
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| `energy/energy` | 41 | `manufacturing_facility` | `essential_services` | Energy production |
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| `energy/manufacturing` | 5 | `manufacturing_facility` | `essential_services` | Energy manufacturing |
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### GOVERNMENT_PUBLIC Sector (17 organizations)
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `government/government` | 17 | `government_office` | `government_services` | Government offices |
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### AGRICULTURE_RESOURCES Sector (2 organizations)
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `agriculture/manufacturing` | 2 | `agricultural_business` | `specialized_services` | Agricultural manufacturing |
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### OTHER Sector (28 organizations) - Requires Individual Review
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| Current Combination | Count | Business Types | Service Categories | Notes |
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|---------------------|-------|----------------|-------------------|-------|
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| `other/cultural` | 6 | *(individual review)* | *(individual review)* | Cultural organizations |
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| `other/educational` | 17 | *(individual review)* | *(individual review)* | Educational services |
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| `other/other` | 5 | *(individual review)* | *(individual review)* | Miscellaneous |
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## Migration Logic Implementation
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### TypeScript Migration Function
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```typescript
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interface LegacyOrganization {
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sector: string | null;
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subtype: string;
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}
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interface NewOrganizationCategory {
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primarySector: string;
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businessTypes: string[];
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serviceCategories: string[];
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}
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function migrateOrganizationCategory(legacy: LegacyOrganization): NewOrganizationCategory {
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const { sector, subtype } = legacy;
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// Handle empty sector case
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if (!sector) {
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return {
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primarySector: 'NEEDS_REVIEW',
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businessTypes: [],
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serviceCategories: []
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};
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}
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// Sector mapping
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const sectorMap: Record<string, string> = {
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'retail': 'RETAIL_COMMERCE',
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'healthcare': 'HEALTHCARE_WELLNESS',
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'services': 'PROFESSIONAL_SERVICES',
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'automotive': 'TRANSPORTATION_LOGISTICS',
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'food_beverage': 'FOOD_HOSPITALITY',
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'beauty_wellness': 'CONSUMER_SERVICES',
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'religious': 'COMMUNITY_RELIGIOUS',
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'education': 'EDUCATION_TRAINING',
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'energy': 'MANUFACTURING_INDUSTRY',
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'construction': 'MANUFACTURING_INDUSTRY',
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'entertainment': 'COMMUNITY_RELIGIOUS',
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'financial': 'PROFESSIONAL_SERVICES',
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'hospitality': 'FOOD_HOSPITALITY',
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'manufacturing': 'MANUFACTURING_INDUSTRY',
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'government': 'GOVERNMENT_PUBLIC',
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'furniture': 'RETAIL_COMMERCE',
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'sports': 'COMMUNITY_RELIGIOUS',
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'technology': 'PROFESSIONAL_SERVICES',
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'agriculture': 'AGRICULTURE_RESOURCES',
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'other': 'NEEDS_REVIEW'
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};
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// Subtype-specific business type and service category mappings
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const subtypeMappings: Record<string, { businessTypes: string[], serviceCategories: string[] }> = {
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// Retail combinations
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'retail': {
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businessTypes: ['retail_store'],
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serviceCategories: ['shopping_retail', 'daily_living']
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},
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// Healthcare
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'healthcare': {
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businessTypes: ['healthcare_facility'],
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serviceCategories: ['health_medical', 'essential_services']
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},
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// Professional services
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'professional_services': {
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businessTypes: ['professional_service'],
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serviceCategories: ['professional_business']
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},
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'commercial': {
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businessTypes: ['professional_service'],
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serviceCategories: ['professional_business']
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},
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// Personal services
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'personal_services': {
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businessTypes: ['direct_service'],
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serviceCategories: ['personal_care']
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},
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// Food and beverage
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'food_beverage': {
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businessTypes: ['food_establishment'],
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serviceCategories: ['food_dining', 'daily_living']
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},
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// Automotive and transportation
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'automotive': {
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businessTypes: ['transportation_service'],
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serviceCategories: ['transportation']
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},
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'transportation': {
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businessTypes: ['transportation_service'],
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serviceCategories: ['transportation']
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},
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// Educational
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'educational': {
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businessTypes: ['educational_institution'],
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serviceCategories: ['education_learning']
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},
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// Religious and community
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'religious': {
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businessTypes: ['religious_institution'],
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serviceCategories: ['community_religious']
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},
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'cultural': {
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businessTypes: ['non_profit_organization'],
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serviceCategories: ['entertainment_leisure']
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},
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// Manufacturing and construction
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'manufacturing': {
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businessTypes: ['manufacturing_facility'],
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serviceCategories: ['specialized_services']
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},
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// Energy
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'energy': {
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businessTypes: ['manufacturing_facility'],
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serviceCategories: ['essential_services']
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},
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// Hospitality
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'hospitality': {
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businessTypes: ['hospitality_venue'],
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serviceCategories: ['food_dining']
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},
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// Financial
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'financial': {
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businessTypes: ['professional_service'],
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serviceCategories: ['financial_services']
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},
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// Government
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'government': {
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businessTypes: ['government_office'],
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serviceCategories: ['government_services']
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},
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// Technology
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'technology': {
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businessTypes: ['professional_service'],
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serviceCategories: ['professional_business']
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},
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// Infrastructure
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'infrastructure': {
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businessTypes: ['transportation_service'],
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serviceCategories: ['transportation']
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},
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// Other
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'other': {
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businessTypes: [],
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serviceCategories: ['specialized_services']
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}
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};
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const primarySector = sectorMap[sector] || 'NEEDS_REVIEW';
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const subtypeMapping = subtypeMappings[subtype] || { businessTypes: [], serviceCategories: [] };
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return {
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primarySector,
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businessTypes: subtypeMapping.businessTypes,
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serviceCategories: subtypeMapping.serviceCategories
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};
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}
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```
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## Migration Statistics
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### By Primary Sector Distribution
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| New Primary Sector | Organizations | Percentage |
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|-------------------|---------------|------------|
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| PROFESSIONAL_SERVICES | 171 | 13.4% |
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| RETAIL_COMMERCE | 248 | 19.4% |
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| HEALTHCARE_WELLNESS | 134 | 10.5% |
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| EDUCATION_TRAINING | 117 | 9.1% |
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| TRANSPORTATION_LOGISTICS | 119 | 9.3% |
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| FOOD_HOSPITALITY | 118 | 9.2% |
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| CONSUMER_SERVICES | 79 | 6.2% |
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| COMMUNITY_RELIGIOUS | 113 | 8.8% |
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| MANUFACTURING_INDUSTRY | 95 | 7.4% |
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| GOVERNMENT_PUBLIC | 17 | 1.3% |
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| AGRICULTURE_RESOURCES | 2 | 0.2% |
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| NEEDS_REVIEW | 45 | 3.5% | (17 empty + 28 other)
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| **TOTAL** | **1,280** | **100%** |
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### Service Category Distribution
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| Service Category | Organizations | Primary Use Case |
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|------------------|---------------|------------------|
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| shopping_retail | 248 | Finding stores and shops |
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| professional_business | 171 | Business services and consulting |
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| health_medical | 138 | Medical care and healthcare |
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| transportation | 119 | Getting around and logistics |
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| food_dining | 118 | Restaurants and food services |
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| education_learning | 117 | Schools and learning |
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| community_religious | 113 | Community and spiritual services |
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| daily_living | 286 | Everyday necessities |
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| essential_services | 175 | Critical services |
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| personal_care | 91 | Beauty and personal services |
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| specialized_services | 123 | Niche and expert services |
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| entertainment_leisure | 29 | Fun and recreation |
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| financial_services | 43 | Banking and money |
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| government_services | 17 | Public services |
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| home_services | 42 | Property and home services |
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## Quality Assurance Checks
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### Pre-Migration Validation
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- [ ] All 1,280 organizations accounted for
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- [ ] Sector distribution matches expected counts
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- [ ] No organizations lost in mapping
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- [ ] Edge cases (empty sectors) properly flagged
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### Post-Migration Validation
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- [ ] Each organization has exactly one primary sector
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- [ ] Business types array is populated
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- [ ] Service categories align with primary sector
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- [ ] Icon mappings work for all categories
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- [ ] Filtering returns expected results
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### Performance Validation
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- [ ] Database migration completes within time limits
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- [ ] Query performance maintained or improved
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- [ ] Application startup time unaffected
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- [ ] Memory usage within acceptable limits
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## Rollback Strategy
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### Phase 1: Data Preservation
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1. **Backup current data**: Create full backup before migration
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2. **Dual schema**: Keep old columns during transition
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3. **Gradual rollout**: Migrate in batches with monitoring
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### Phase 2: Rollback Execution
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1. **Restore old columns**: Revert to sector/subtype system
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2. **Clear new data**: Remove migrated categorization
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3. **Application rollback**: Deploy previous version
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4. **Data verification**: Ensure no data loss
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### Phase 3: Analysis & Recovery
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1. **Issue identification**: Determine migration failure points
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2. **Fix root causes**: Address identified problems
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3. **Retest migration**: Validate fixes before retry
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4. **Gradual re-migration**: Migrate in smaller, monitored batches
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---
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*This detailed mapping ensures accurate migration from the current mixed system to the new comprehensive categorization system while maintaining data integrity and providing clear migration paths for all edge cases.*
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