Upgrade Readiness & Risk Analyzer
Stop treating upgrades like gambling. This capability quantifies upgrade risk with evidence, generates fix lists, and produces disciplined runbooks so upgrades become routine - not heroic. You know what will break, why, and what to do about it before downtime.
Designed for production. Built to reduce fear, control risk, and prove rollback readiness.
ERPNext upgrades fail for repeatable reasons - and teams still guess
Most upgrade pain is predictable: customization drift, app pins, environment mismatches, and untested rollback. Guessing makes downtime expensive.
Teams don’t know what will break until after the upgrade, when the business is already affected.
- No quantified drift
- No evidence-based compatibility view
- No fix list before downtime
Third-party apps and custom code silently hold upgrades hostage with dependency constraints and removed APIs.
- Dependency conflicts late
- Deprecated API usage unknown
- Blocked upgrades become security risk
Rollback plans exist on paper, but restores aren’t tested. Under pressure, teams improvise and lose time.
- Backups exist but restores aren’t verified
- No evidence of readiness
- No disciplined runbook ownership
Preflight, score risk, generate fix lists - then run upgrades with discipline
We analyze code + apps + environment, translate findings into risk and fix lists, and generate runbooks with verification and rollback.
We run structured checks across apps, code, schema, and environment so you know whether an upgrade is safe - before downtime.
- Framework + app dependency compatibility matrix
- Runtime prerequisites: Python/Node/Redis/MariaDB checks
- Disk headroom and migration time risk estimation
- Backup/restore verification gating (optional hard-block)
We convert messy upgrade risk into an operator-grade score backed by concrete findings and file-level evidence.
- Customization drift scoring (weighted by blast radius)
- Breaking API usage detection by target version
- Hook/override audit: what you’ve changed and where
- Risk summary: what breaks, why, and how to fix
Instead of “upgrade carefully,” you get a prioritized fix list mapped to risk and ownership.
- Fix list by severity: blocker / high / medium / low
- Ownership mapping: app owner / module owner / infra owner
- Links to evidence: file, line, method, affected flows
- Estimated effort buckets (S/M/L) for planning
A predictable upgrade is a runbooked upgrade. We generate disciplined steps with verification and rollback.
- Step-by-step procedure: preflight → backup → upgrade → verify
- Verification checklist: business-critical flows
- Known pitfalls and environment-specific notes
- Rollback plan tied to tested restore evidence
Upgrades regress quietly. We track what changed and what broke compared to the last cycle.
- New vs recurring risks (trend line across cycles)
- App pin drift tracking and dependency churn
- Diff of customizations since last upgrade
- Post-upgrade evidence capture and sign-off
Upgrade safety signals the platform tracks
Operators need measurable risk and evidence - not opinions. These signals drive readiness gating and planning.
How far your custom scripts, reports, patches, and overrides diverge from upstream behavior - weighted by risk (hooks, monkey patches, overrides, schema changes).
Most upgrade breakage is self-inflicted drift. A quantified drift score turns “we’ll see” into “here’s what will break and why.”
Flag as high-risk if drift score increases > 20% since last release cycle, or if any override touches critical paths (stock, accounts, payroll).
Compatibility checks for installed apps: version pins, required framework versions, dependency constraints, and known breaking API usage.
Third-party apps silently block upgrades. You need a matrix that says who is compatible, who isn’t, and what must change first.
Count of usages of deprecated/removed APIs across custom apps and scripts (by version target) with file + line evidence.
A single removed API can break critical flows. Counting and listing them yields a concrete fix list before the upgrade.
Alert if any critical module has > 0 breaking usages for the target major/minor version.
Checks whether patches are idempotent, re-runnable, and version-gated; detects patches that mutate data without guards.
Non-idempotent patches are upgrade landmines. They fail halfway or corrupt data on reruns during rollback/restore cycles.
Schema health checks: missing indexes, heavy migrations risk, table size hotspots, expected migration duration estimation.
Upgrades fail under timeouts and long locks. Schema readiness avoids downtime surprises and migration disasters.
OS + runtime prerequisites: Python/node versions, Redis/MariaDB compatibility, disk headroom, and backup/restore verification status.
Most “upgrade failures” are actually environment failures. Readiness prevents hard stops mid-upgrade.
Whether rollback prerequisites exist: recent verified backups, tested restore, deploy artifact retention, and rollback runbook completeness.
Rollback isn’t a plan if it wasn’t tested. Evidence-based rollback readiness reduces fear and makes upgrades routine.
Block upgrade if last verified restore test is older than 30 days or if no verified backup exists within 24 hours of the change window.
Common upgrade failures - and how we prevent them
These failures are predictable. The analyzer is built to surface them early and convert them into fixable work.
Upgrade blocked by third-party app pins
Symptom: Bench upgrade fails or refuses to proceed; dependency conflicts appear.
Root cause: Third-party apps pin Frappe/ERPNext versions or depend on removed APIs; compatibility isn’t tracked.
- Compatibility matrix highlights pinned apps
- Dependency solver conflicts surfaced preflight
- Breaking API usage attributed to specific apps
- Generate remediation plan: upgrade/patch/replace app
- Isolate or disable incompatible modules temporarily (if safe)
- Create a verified path: test branch + staging upgrade + sign-off
Customization drift breaks core flows
Symptom: Invoices, stock, payroll, or integrations break after upgrade.
Root cause: Overrides/hook changes depend on internal behavior that changed upstream.
- Drift score flags high-risk overrides
- Hook map shows which core modules are touched
- Breaking API detector identifies removed internals
- Provide fix list with exact override points and alternatives
- Refactor unsafe monkey patches into supported extension points
- Add verification steps and automated smoke checks for those flows
Migration downtime exceeds window
Symptom: Database migration runs too long; locks cause outage beyond planned window.
Root cause: Large tables, missing indexes, heavy schema changes; disk and I/O constraints.
- Schema readiness hotspots (table size + index gaps)
- Estimated migration risk and duration
- Disk headroom and I/O health checks
- Pre-migration fixes: indexes and cleanup tasks
- Staged migration plan: run heavy steps off-peak (where possible)
- Rollback plan with verified restore evidence
Designed for evidence, not vibes
Upgrade safety requires proof: what changed, what will break, what to do, how to verify, and how to rollback.
Findings include concrete evidence: file paths, entry points, and affected flows. No vague warnings.
- Hook + override map with blast radius
- Breaking API usage with traceability
- Compatibility matrix by app/version
Optionally block upgrades unless prerequisites are met - including verified backups and restore evidence.
- Readiness gating policies
- Restore verification requirement
- Environment prerequisites checks
Runbooks include verification and rollback steps. Upgrades become repeatable operations, not hero work.
- Verification checklist by critical flow
- Ownership and sign-off steps
- Rollback procedure tied to evidence
Fix lists that survive real production complexity
The platform turns upgrade risk into a prioritized fix list with evidence and ownership. No guesswork.
Want upgrades that don’t feel like a crisis?
We’ll assess your current version, customizations, installed apps, and environment - then deliver a risk score, fix list, and a runbook you can execute with confidence.