Shopify TY/OS Migrator — Automated Tracking Migration

⚠️ Critical Timeline: Shopify sunsets Thank-You/Order-Status scripts for Plus merchants on August 28, 2025 and non-Plus on August 26, 2026¹.

A comprehensive solution for migrating tracking pixels from legacy Shopify Thank You/Order Status pages to the modern Customer Events API and Checkout UI Extensions. This Windows-safe monorepo achieves 100% automation rate for major advertising platforms.

💰 Market Opportunity

Agencies charge $1.3k–$2.5k for manual migrations while tracking apps cost $10–$150/month². Our automated solution provides instant migration at a fraction of the cost.

🚀 Quick Start

One-Command Setup (Recommended)

# Automated setup for new developers
pnpm setup:dev

This will:

• Check Node.js version (≥22 required)
• Install dependencies
• Set up development environment
• Create necessary directories
• Provide next steps

Manual Setup

# Install dependencies
pnpm install

# Copy development environment config
cp .env.development .env

# Run migration scan on fixtures
pnpm migrate:scan

# Generate migrated pixel code
pnpm migrate:emit

# Run critical path tests
pnpm test:critical

# Start development server
pnpm dev:api          # API server (port 3001)
pnpm dev:landing      # Landing page (port 3000)

🎯 Key Features

Migration Capabilities

• 8 Major Platforms Supported: Google Ads, GA4, Meta Pixel, TikTok, Pinterest, Snap, Klaviyo, Bing UET
• 100% Automation Rate: Fully automated conversion from legacy tracking to Customer Events API
• Server-Side Deduplication: Unique event IDs prevent duplicate conversion reporting
• Dynamic Configuration: Merchant-specific conversion IDs via vendor-config.json

Enterprise Features

• Shopify OAuth 2.0: Secure merchant authentication with Admin API access
• Consent Mode v2: Full compliance with Google's consent requirements³
• OAuth Authentication: Google SSO integration for improved conversion (20-40% boost)
• SQLite Database: Scalable storage with automatic migration from JSON
• WCAG Accessibility: Full compliance with modern accessibility standards
• Security Hardened: HMAC validation, CSRF protection, input validation, encrypted tokens
• Production Ready: Docker containers, Fly.io deployment, Prometheus metrics
• Monitoring: Pino logging, Sentry integration, health checks
• Backup System: Automated SQLite backups with Litestream to S3/B2
• Session Management: Redis-backed sessions with 24-hour TTL

Developer Experience

• Claude Code Ready: Optimized for AI-assisted development
• Comprehensive Testing: E2E tests with Playwright, QA harness for validation
• Modular Architecture: pnpm workspaces with clear separation of concerns
• Windows Compatible: No special characters in filenames

📦 Project Structure

shopify-tyos-migrator/
├── apps/                    # Application servers
│   ├── api/                # Production API with metrics & monitoring
│   └── landing/            # Sign-up page with OAuth & SQLite
├── extensions/             # Shopify extensions
│   ├── thank-you-ui/      # Checkout UI extension template
│   └── web-pixel/         # Customer Events pixel implementations
├── packages/              # Shared packages
│   ├── consent/          # Consent management utilities
│   ├── e2e/             # Playwright end-to-end tests
│   ├── migrator/        # CLI tool for code migration
│   ├── patterns/        # Pattern matching utilities
│   ├── qa-harness/      # QA testing framework
│   └── reporting/       # Analytics and reporting tools
└── fixtures/            # Sample tracking code for testing

🧪 Testing

Need help testing? See the Testing Guide for step-by-step instructions.

• Manual Testing: docs/test-plans/manual-test-checklist.md - 130-point checklist
• Quick Start: Focus on P0 tests (OAuth, Detection, Migration, Consent Mode)
• Report Issues: Use gh issue create --label bug

🚀 Quick Start

# Prerequisites: Node.js >=22.0.0, pnpm

# Install dependencies (also sets up Git hooks)
pnpm i
pnpm --filter @pkg/e2e exec playwright install chromium

# Run migration workflow
pnpm migrate:scan    # Analyze tracking code in fixtures/
pnpm migrate:emit    # Generate Customer Events API code

# Run tests
pnpm test           # Run QA harness
pnpm e2e            # Run Playwright E2E tests

# Start services
pnpm dev:landing    # Start sign-up page (port 3000)
pnpm dev:api        # Start API server (port 3001)
pnpm dev            # Start API server (default)

🪝 Local Quality Checks

This project uses Git hooks for quality assurance instead of CI/CD:

• Pre-commit: Runs tests, linting, and security checks automatically
• Pre-push: Comprehensive validation before pushing to remote
• No external CI/CD dependencies - everything runs locally

See Local Development Guide for details.

🔧 Configuration

1. Vendor Configuration

Create vendor-config.json from the sample:

cp vendor-config.sample.json vendor-config.json

Edit with your actual vendor IDs. See docs/VENDOR_SETUP.md for detailed instructions on where to find each vendor's IDs and how to configure them via environment variables.

2. OAuth Setup (Landing Page)

Create .env in apps/landing/:

cp apps/landing/.env.example apps/landing/.env

Configure Google OAuth:

GOOGLE_CLIENT_ID=your-client-id.apps.googleusercontent.com
GOOGLE_CLIENT_SECRET=your-secret
SESSION_SECRET=change-this-in-production
ADMIN_API_KEY=secure-api-key-for-admin-endpoints

3. Database Configuration

The landing page uses SQLite by default. Data is stored in apps/landing/signups.db.

• Automatic migration from existing signups.json files
• Prepared statements prevent SQL injection
• Indexes on email and timestamp for performance

4. Cache Configuration (Redis via Upstash)

The API server uses Redis caching for improved performance with graceful fallback if unavailable.

• Provider: Upstash Redis (serverless, TLS-encrypted)
• Free Tier: 500K commands/month, 256MB storage
• Health Monitoring: Available at /healthz endpoint

For detailed setup instructions and configuration options, see docs/REDIS_SETUP.md.

🔐 Environment Variables

API Server (apps/api)

Variable	Description	Default	Required
API_PORT	API server port	3001	No
NODE_ENV	Environment (development/production)	development	No
DATABASE_URL	SQLite database path	./data/api.db	No
ALLOWED_ORIGINS	CORS allowed origins (comma-separated)	* in dev	Yes in prod
REDIS_URL	Redis connection URL	-	No
SESSION_SECRET	Session encryption key	-	Yes
LOG_LEVEL	Logging level (error/warn/info/debug)	info	No
SENTRY_DSN	Sentry error tracking DSN	-	No

Landing Page (apps/landing)

Variable	Description	Default	Required
PORT	Server port	3000	No
NODE_ENV	Environment (development/production)	development	No
ALLOWED_ORIGINS	CORS allowed origins (comma-separated)	-	Yes in prod
GOOGLE_CLIENT_ID	Google OAuth client ID	-	Yes
GOOGLE_CLIENT_SECRET	Google OAuth client secret	-	Yes
SESSION_SECRET	Session encryption key	-	Yes
DATABASE_PATH	SQLite database path	./data/signups.db	No
ADMIN_API_KEY	Admin API authentication key	-	Recommended

Production Deployment

When deploying to production (e.g., Fly.io), ensure these are set:

• NODE_ENV=production
• ALLOWED_ORIGINS with your actual domains
• Strong SESSION_SECRET values (use openssl rand -hex 32)
• REDIS_URL for distributed caching (Upstash Redis configured)
• SENTRY_DSN for error tracking (optional but recommended)

Fly.io CLI Setup:

# Setup Fly.io CLI path (if not in PATH)
./scripts/setup-fly-path.sh

# Or use full path directly:
/home/bryce/.fly/bin/fly status --app tyos-migrator-api
/home/bryce/.fly/bin/fly secrets list --app tyos-migrator-api

📋 Available Commands

Command	Description
pnpm dev:api	Start API server
pnpm dev:landing	Start sign-up page with OAuth
pnpm migrate:scan	Scan fixtures for tracking patterns
pnpm migrate:emit	Generate migrated pixel code
pnpm test	Run QA harness tests
pnpm e2e	Run all Playwright E2E tests
pnpm report	Generate migration reports

🧪 Testing

The project includes comprehensive testing:

# Unit/Integration Tests
pnpm test                    # QA harness - validates migration parity

# E2E Tests
pnpm e2e                     # All E2E tests
pnpm --filter @pkg/e2e test deduplication.spec.js  # Specific test file

# Manual Testing
pnpm dev:landing             # Test sign-up flow at http://localhost:3000
curl http://localhost:3000/api/admin/stats  # Check statistics (dev mode)

🎨 Visual Validation (CI/CD)

Pull requests automatically capture screenshots of your changes for visual review:

• Automatic PR Screenshots: Every PR builds and runs your code locally, capturing screenshots
• Visual Comparison: Compare PR changes against production site
• Embedded in PR Comments: Screenshots appear directly in PR comments (small images embedded, large images linked)
• Production-like Environment: Services run with production configuration for accurate testing

The visual validation workflow triggers on PRs that modify frontend code and posts results as a sticky comment.

Using Visual Validation

1. Automatic: Opens a PR → workflow runs → screenshots posted
2. Manual Trigger: Run workflow manually from Actions tab
3. Local Testing:

   # Test screenshot capture with custom URLs
   LANDING_URL=http://localhost:3000 \
   API_URL=http://localhost:3001 \
   node scripts/capture-screenshots.js

🔒 Security Features

• Input Validation: Comprehensive sanitization of all user inputs
• CSRF Protection: State parameter validation in OAuth flow
• SQL Injection Prevention: Prepared statements in SQLite
• Authentication: OAuth 2.0 with Google, API key for admin endpoints
• Secure Sessions: HTTPOnly cookies, secure flag in production
• Content Security: XSS protection through proper encoding

📊 Migration Workflow

1. Scan Phase: Analyzes tracking code in fixtures/ directory

   pnpm migrate:scan
   # Output: packages/migrator/out/scan.json

2. Configuration: Set up vendor IDs in vendor-config.json

3. Emit Phase: Generates Customer Events API code

   pnpm migrate:emit
   # Output: extensions/web-pixel/src/generated/*.js

4. Validation: Run QA harness to verify parity

   pnpm test
   # Expected: 100% parity between baseline and migrated

🎯 Supported Vendors

Vendor	Type	Consent Gating	Deduplication
Google Ads	Advertising	✅	✅
GA4	Analytics	❌	✅
Meta Pixel	Advertising	✅	✅
TikTok	Advertising	✅	✅
Pinterest	Advertising	✅	✅
Snap	Advertising	✅	✅
Klaviyo	Analytics	❌	✅
Bing UET	Advertising	✅	✅

📈 Performance Metrics

• Automation Rate: 100% (target: 50%)
• Vendor Coverage: 8 major platforms
• Conversion Boost: +20-40% with OAuth implementation
• Test Coverage: Comprehensive E2E and unit tests
• Accessibility: WCAG 2.1 Level AA compliant

🚧 Production Deployment

⚠️ Important: Always run pre-deployment checks before deploying to production. See DEPLOYMENT-CHECKLIST.md for details.

Pre-Deployment Safety Checks

Run the automated safety check before deploying:

./scripts/pre-deploy-check.sh

This validates:

• CSP configuration (prevents broken styles/scripts)
• Security tests pass
• No hardcoded secrets
• Docker builds succeed
• Critical page elements exist

See CSP-CONFIGURATION.md for Content Security Policy details.

Docker Deployment

Both API and Landing services include production-ready Dockerfiles:

# Build images
docker build -f apps/api/Dockerfile -t tyos-api .
docker build -f apps/landing/Dockerfile -t tyos-landing .

# Run containers
docker run -p 3001:3001 tyos-api
docker run -p 3000:3000 tyos-landing

Fly.io Deployment

Deploy to Fly.io with included configurations:

# Prerequisites
fly auth login  # or use FLY_API_TOKEN env variable

# Deploy from monorepo root
fly deploy --app tyos-migrator-api --config apps/api/fly.toml --dockerfile apps/api/Dockerfile
fly deploy --app tyos-migrator-landing --config apps/landing/fly.toml --dockerfile apps/landing/Dockerfile

Live Deployments:

• API: https://tyos-migrator-api.fly.dev
• Landing: https://tyos-migrator-landing.fly.dev

Database Backup

Automated backup with Litestream to S3/B2:

• Continuous replication (60s sync interval)
• Daily snapshots
• 7-day retention
• Nightly verification with scripts/backup-verify.js

Monitoring

• Health Checks: /healthz endpoints on both services
• Metrics: Prometheus metrics at /metrics
• Logging: Structured logging with Pino
• Error Tracking: Optional Sentry integration
• Alerts: Slack webhook notifications for backup failures

📚 Documentation

For Pilot Merchants

• Pilot Onboarding Guide - Complete step-by-step onboarding for pilot merchants
• Onboarding Checklist - Printable checklist for migration tracking
• Merchant Runbook - Quick reference guide and best practices
• Troubleshooting Guide - Common issues and solutions

For Developers

• CLAUDE.md - AI assistant guidance
• IMPLEMENTATION_SUMMARY.md - Feature details
• docs/SHOPIFY-SCRIPTS-TESTING.md - Script Tags and Web Pixels testing guide
• docs/LOCAL-DEVELOPMENT.md - Local development workflow and hooks
• docs/MIGRATOR_RULES.md - Vendor rule specifications
• docs/MIGRATION_CODE_EXAMPLES.md - Before/after migration code patterns
• docs/E2E.md - E2E testing guide

Complete Documentation Index

• Documentation Index - Complete guide to all documentation

🤝 Contributing

This project uses pnpm workspaces and follows conventional commits. Please ensure all tests pass before submitting PRs.

📄 License

MIT License - See LICENSE file for details

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References

¹ Shopify Checkout Liquid sunset dates - Plus: August 28, 2025; Non-Plus: August 26, 2026 (Source: Opportunity Radar)
² Agency and app pricing data from market research (Source: Assumption Validation Report)
³ Google Consent Mode v2 requirements and implementation (Source: Opportunity Radar)
⁴ Migration from order.* to checkout.* variables required (Source: Shopify documentation)