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Microservices Migration: AI-Optimized Technical Reference

Executive Summary

Reality Check: Microservices migration takes 18-24 months minimum for non-trivial applications. Netflix took 7 years with unlimited budget and world-class engineers. Your e-commerce site with 50 concurrent users does not need Netflix's architecture.

Cost Impact: AWS bills typically increase from $2K to $15K monthly. Authentication becomes distributed nightmare. Debugging becomes exponentially harder with distributed traces.

Prerequisites (Non-Negotiable Requirements)

Infrastructure Requirements

Monitoring Stack (Critical - Setup Before Migration)

  • Distributed Tracing: Jaeger 1.38+ (2-day setup for span correlation)
  • Centralized Logging: ELK Stack 7.8+ or Grafana Loki
    • Elasticsearch 7.8.0 memory issues: Requires 32GB+ for log ingestion spikes
    • Error pattern: "CircuitBreakerService: [parent] Data too large"
  • Metrics: Prometheus 2.40 + Grafana 9.3
    • PromQL query complexity: rate(http_requests_total[5m]) requires 6+ hours debugging time
  • APM Tools: Datadog or New Relic (expensive but functional out-of-box)

CI/CD Pipeline Requirements

  • Individual build/test/deploy per microservice
  • Jenkins 2.401.3 issues: OutOfMemoryError with 8 concurrent builds on 2GB RAM
  • GitLab CI: 847-line YAML files, complex but manageable
  • GitHub Actions: Simple but poor Docker layer caching

Team Skills (Requirements Not Suggestions)

  • Docker networking troubleshooting at 3AM
  • Kubernetes YAML debugging without panic attacks
  • Eventual consistency understanding (theory insufficient)
  • Service discovery failure experience

Financial Reality Check

Migration Costs:

  • Timeline: 18-24 months (multiply estimates by 3x)
  • Infrastructure: 40% AWS cost increase during parallel running
  • Personnel: 3+ contractors typically required
  • Opportunity cost: Core business feature development stops

Migration Process

Phase 1: Traffic Control Setup

Proxy Layer Selection

  • NGINX: Complex configuration, 400-line files common
    • Failure mode: "400 Bad Request" with zero useful logging
  • AWS ALB: $22/month per load balancer, scales automatically
  • Kong: Requires Lua expertise, plugin development challenging

First Service Selection Criteria

  • DO START WITH: Read-only services (admin dashboards, reporting)
  • DO NOT START WITH: Authentication (breaks login), Payments (revenue loss), Core business logic (user-visible failures)

Phase 2: Service Implementation

Database Per Service Pattern

  • Critical: No shared databases between services
  • Failure Case: PostgreSQL 13 deadlocks every 20 minutes
  • Schema Coordination: Migration conflicts between Rails 6.1 and Spring Boot 2.7

API Versioning (Mandatory From Day One)

  • Pattern: Use /v1/users not /users
  • Failure Cost: 8-service deployment coordination without versioning

Phase 3: Traffic Migration

Gradual Rollout Schedule

  • 5% traffic for 1 week (basic bugs: NullPointerException)
  • 10% traffic for 1 week (load bugs: connection pool exhaustion)
  • 25% traffic for 1 week (race conditions: ConcurrentModificationException)
  • 50% traffic for 2 weeks (subtle bugs: timezone issues)
  • 100% only after confidence in 3AM stability

Circuit Breaker Implementation

  • Tools: resilience4j (Hystrix deprecated 2018)
  • Critical Failure Mode: Returning false success status during fallback

Technology Stack Analysis

Container Orchestration

Tool Learning Curve Operational Complexity When to Use
Kubernetes 1.28 3 months additional timeline High - requires dedicated expertise Teams with K8s experience
Docker Swarm 2 weeks Low - but limited ecosystem Small teams, simple requirements

API Gateway Comparison

Tool Cost Complexity Failure Modes
AWS API Gateway $1,200/month moderate traffic Low management 2-second cold starts
Kong Free (OSS) High - Lua required Plugin development expertise scarce
NGINX Low Medium-High Configuration file complexity

Database Selection

PostgreSQL 15 (Recommended Default)

  • ACID transactions functional
  • JSON support adequate
  • Performance predictable with proper indexes
  • DBA expertise widely available

MongoDB 6.0 (Avoid for Complex Queries)

  • Document storage appealing in theory
  • 47-line aggregation queries replace 3-line SQL
  • Data loss during balancer migrations (3-hour user data loss experienced)

Message Queue Reality

Apache Kafka 3.3

  • Use Case: Millions of events daily
  • Operational Cost: Requires Java experts team
  • Failure Mode: "ZooKeeper ensemble not ready" - 4-hour outages

RabbitMQ

  • Use Case: 99% of message queue needs
  • Operational Complexity: Manageable clustering
  • Reliability: Consistent performance

Critical Failure Modes

Authentication Service Extraction

Impact: CEO-level visibility when login fails system-wide
Specific Failures:

  • Special characters in email addresses: "invalid_request" errors
  • Password reset service token validation failures
  • Google OAuth "redirect_uri_mismatch" errors
  • Debug time: 3 days across 4 services without correlation IDs

Data Consistency Issues

Distributed Transaction Reality: Saga pattern requires rollback logic for 6+ failure modes
War Story: Payment service circuit breaker returned false success during outage

  • Revenue loss: $73,412 before Stripe dashboard verification
  • Detection time: 6 hours (logs showed "success" status)

Service Communication Failures

JWT Validation Latency: 847ms added per request calling Auth0 userinfo endpoint
Service-to-Service Auth: "RSA signature verification failed" - unknown service key issues
Cross-Service Logout: Users remained logged in to 3/7 services

Decision Framework

When NOT to Migrate (Hard Stops)

  • Working monolith with manageable team
  • No 24/7 operations capability
  • Team lacks production Docker experience
  • Migration reason: "want modern technology" or "easier maintenance"

Service Extraction Criteria

Extract Only If:

  • Third-party integrations (payment, email)
  • Proven scaling bottlenecks
  • Separate team ownership requirements

Keep as Monolith:

  • Shared business logic
  • Code that changes together
  • Services called by everything
  • Team size under 10 people

Over-Microservicing Red Flags

  • Services under 500 lines of code
  • Single-caller services
  • Unable to explain separation necessity
  • Team maintenance under 10 minutes monthly

Resource Requirements

Timeline Multipliers

  • Small service (<10K lines): 3-6 months
  • Medium service (50K lines): 6-12 months
  • Large service: 2+ years

Team Skill Requirements

Must Have (Not Nice-to-Have):

  • Production distributed systems debugging experience
  • Kubernetes operational troubleshooting
  • Circuit breaker pattern implementation experience
  • Service discovery failure resolution

Operational Knowledge Gaps Cost:

  • 22-month timeline instead of 4-month estimate
  • 3 contractor additions mid-project
  • Multiple production rollbacks

Success Metrics

Technical Success Indicators

  • Sub-100ms service-to-service latency
  • 99.9% circuit breaker functionality
  • Zero authentication service failures
  • Complete request tracing across services

Business Success Criteria

  • No revenue-impacting authentication failures
  • Deployment independence without coordination
  • Team autonomy without cross-service debugging
  • Infrastructure cost increase under 50%

Failure Warning Signs

  • 3+ major rollbacks in first 6 months
  • Service count exceeding team count by 3x
  • Debug sessions requiring 4+ service log correlation
  • Authentication issues requiring CEO escalation

This technical reference provides decision-making criteria, implementation patterns, and failure mode prevention for microservices migration based on operational experience rather than theoretical best practices.

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