From 0211889ce4ab2b0e413f67dda2a426a01798ef32 Mon Sep 17 00:00:00 2001 From: "Donald F. Coffin" Date: Wed, 31 Dec 2025 00:06:18 -0500 Subject: [PATCH] feat: add 4 missing related_links tables to V3 migration MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Add related_links collection tables for entities extending IdentifiedObject: - customer_related_links for Customer entity (line 479-487) - customer_account_related_links for CustomerAccount entity (line 599-607) - electric_power_quality_summary_related_links for ElectricPowerQualitySummary (line 668-676) - meter_related_links for Meter entity (line 795-803) Each table follows existing pattern: - FK constraint to parent entity with ON DELETE CASCADE - Index on parent FK column for performance - VARCHAR(1024) for related_links URLs Part of ESPI 4.0 schema compliance remediation (Phase 1). All entities extend IdentifiedObject and support Atom elements. Migration tested successfully with H2 in-memory database. Includes documentation: - SCHEMA_COMPLIANCE_AUDIT_RESULTS.md: Comprehensive 11-phase remediation plan - SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md: Original analysis and plan - FLYWAY_SCHEMA_SUMMARY.md: Complete Flyway table documentation - MULTI_PHASE_PLAN_UPDATES.md: Phase planning notes 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Sonnet 4.5 --- openespi-common/FLYWAY_SCHEMA_SUMMARY.md | 418 +++++++++++++ openespi-common/MULTI_PHASE_PLAN_UPDATES.md | 229 +++++++ .../SCHEMA_COMPLIANCE_AUDIT_RESULTS.md | 552 +++++++++++++++++ .../SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md | 578 ++++++++++++++++++ .../V3__Create_additiional_Base_Tables.sql | 39 ++ 5 files changed, 1816 insertions(+) create mode 100644 openespi-common/FLYWAY_SCHEMA_SUMMARY.md create mode 100644 openespi-common/MULTI_PHASE_PLAN_UPDATES.md create mode 100644 openespi-common/SCHEMA_COMPLIANCE_AUDIT_RESULTS.md create mode 100644 openespi-common/SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md diff --git a/openespi-common/FLYWAY_SCHEMA_SUMMARY.md b/openespi-common/FLYWAY_SCHEMA_SUMMARY.md new file mode 100644 index 00000000..396b6273 --- /dev/null +++ b/openespi-common/FLYWAY_SCHEMA_SUMMARY.md @@ -0,0 +1,418 @@ +# Flyway Database Schema Summary + +## Migration Strategy Overview + +The OpenESPI database schema uses a **three-phase migration strategy**: + +1. **V1**: Vendor-neutral base tables (no BLOB/BYTEA/BINARY columns) +2. **V2**: Vendor-specific tables (MySQL BLOB, PostgreSQL BYTEA, H2 BINARY) +3. **V3**: Additional vendor-neutral tables (dependent on V1 and V2) + +--- + +## V1: Vendor-Neutral Base Tables (15 core tables) + +**File**: `db/migration/V1__Create_Base_Tables.sql` +**Compatible with**: H2, MySQL, PostgreSQL + +### Core Entity Tables + +| Table | Purpose | Foreign Keys | Related Links Table | +|-------|---------|--------------|---------------------| +| `application_information` | OAuth2 application registration | None | `application_information_related_links` | +| `retail_customers` | Customer accounts (usage schema) | None | `retail_customer_related_links` | +| `service_delivery_points` | Physical delivery locations | None | `service_delivery_point_related_links` | +| `reading_types` | Measurement metadata | None | `reading_type_related_links` | +| `subscriptions` | Third-party data subscriptions | `application_information_id`, `retail_customer_id` | `subscription_related_links` | +| `authorizations` | OAuth2 access grants | `application_information_id`, `retail_customer_id`, `subscription_id` | `authorization_related_links` | +| `batch_lists` | Batch operation tracking | None | `batch_list_related_links` | + +### Collection Tables + +| Table | Parent Table | Purpose | +|-------|--------------|---------| +| `application_information_grant_types` | `application_information` | OAuth2 grant types | +| `application_information_scopes` | `application_information` | OAuth2 scopes | +| `batch_list_resources` | `batch_lists` | Batch resource URIs | + +### Generic Related Links Table + +| Table | Purpose | +|-------|---------| +| `identified_object_related_links` | Generic related links for all IdentifiedObject entities | + +**Note**: This table is NOT entity-specific. It stores `identified_object_id` and can reference any entity extending `IdentifiedObject`. + +--- + +## V2: Vendor-Specific Tables (BLOB/BYTEA/BINARY Columns) + +Three vendor-specific migration files create identical logical schemas with different binary column types: + +| File | Database | Binary Type | +|------|----------|-------------| +| `db/vendor/mysql/V2__MySQL_Specific_Tables.sql` | MySQL 8.0+ | `BLOB` | +| `db/vendor/postgres/V2__PostgreSQL_Specific_Tables.sql` | PostgreSQL 12+ | `BYTEA` | +| `db/vendor/h2/V2__H2_Specific_Tables.sql` | H2 | `BINARY` | + +### Core Entity Tables + +| Table | Purpose | Binary Columns | Foreign Keys | Related Links Table | +|-------|---------|----------------|--------------|---------------------| +| `time_configurations` | Timezone and DST parameters | `dst_end_rule`, `dst_start_rule` | None | `time_configuration_related_links` | +| `usage_points` | Energy metering points | `role_flags` | `retail_customer_id`, `service_delivery_point_id`, `local_time_parameters_id` | `usage_point_related_links` | + +### Key Relationships + +``` +time_configurations (BLOB/BYTEA/BINARY) + ↓ (local_time_parameters_id) +usage_points (BLOB/BYTEA/BINARY) + ↓ (retail_customer_id) +retail_customers (V1) + ↓ (service_delivery_point_id) +service_delivery_points (V1) +``` + +**Important**: `time_configurations.local_time_parameters_id` references `time_configurations.id` (self-reference for timezone inheritance). + +--- + +## V3: Additional Vendor-Neutral Tables (50+ tables) + +**File**: `db/migration/V3__Create_additiional_Base_Tables.sql` +**Compatible with**: H2, MySQL, PostgreSQL (depends on V2 tables existing) + +### Usage Schema Tables (ESPI usage.xsd) + +#### Time-Series Data Hierarchy + +``` +usage_points (V2) + ↓ +meter_readings + ↓ +interval_blocks + ↓ +interval_readings + ↓ +reading_qualities +``` + +| Table | Purpose | Foreign Keys | Related Links Table | +|-------|---------|--------------|---------------------| +| `meter_readings` | Reading collections | `usage_point_id`, `reading_type_id` | `meter_reading_related_links` | +| `interval_blocks` | Time-series blocks | `meter_reading_id` | `interval_block_related_links` | +| `interval_readings` | Individual interval readings | `interval_block_id` | `interval_reading_related_links` | +| `reading_qualities` | Reading quality indicators | `interval_reading_id` | `reading_quality_related_links` | +| `usage_summaries` | Aggregated usage summaries | `usage_point_id` | `usage_summary_related_links` | +| `electric_power_quality_summaries` | Power quality metrics | `usage_point_id` | `electric_power_quality_summary_related_links` | +| `line_items` | Billing line items | `usage_summary_id` | `line_item_related_links` | + +#### Pricing Node References + +| Table | Purpose | Foreign Keys | Related Links Table | +|-------|---------|--------------|---------------------| +| `pnode_refs` | Pricing node references | `usage_point_id` | `pnode_ref_related_links` | +| `aggregated_node_refs` | Aggregated pricing nodes | `pnode_ref_id`, `usage_point_id` | `aggregated_node_ref_related_links` | + +#### Many-to-Many Relationships + +| Table | Purpose | Foreign Keys | +|-------|---------|--------------| +| `subscription_usage_points` | Subscription-UsagePoint join table | `subscription_id`, `usage_point_id` | + +### Customer Schema Tables (ESPI customer.xsd) + +| Table | Purpose | Foreign Keys | Related Links Table | +|-------|---------|--------------|---------------------| +| `customers` | Customer information | `time_configuration_id`, `retail_customer_href` (ATOM link) | None | +| `customer_agreements` | Customer-supplier agreements | None | `customer_agreement_related_links` | +| `customer_accounts` | Billing accounts | `customer_id` | None | +| `service_suppliers` | Utility companies | None | `service_supplier_related_links` | +| `service_locations` | Physical service locations | None | `service_location_related_links` | +| `end_devices` | Meter devices | None | `end_device_related_links` | +| `meters` | Specialized meter devices | `id` (joined inheritance from `end_devices`) | None | +| `phone_numbers` | Phone number entities | Polymorphic: `parent_entity_uuid`, `parent_entity_type` | `phone_number_related_links` | +| `statements` | Billing statements | `customer_id` | `statement_related_links` | +| `statement_refs` | Statement file references | `statement_id` | `statement_ref_related_links` | +| `program_date_id_mappings` | Program date mappings | None | `program_date_id_mapping_related_links` | + +#### Customer Schema Collection Tables + +| Table | Parent Table | Purpose | +|-------|--------------|---------| +| `customer_agreement_future_status` | `customer_agreements` | Future status collection | +| `customer_account_notifications` | `customer_accounts` | Notification collection | + +### V3 Foreign Key Additions (ALTER TABLE) + +Two foreign key constraints are added to V2 tables: + +```sql +ALTER TABLE authorizations ADD CONSTRAINT fk_authorization_subscription + FOREIGN KEY (subscription_id) REFERENCES subscriptions (id) ON DELETE SET NULL; + +ALTER TABLE usage_points ADD CONSTRAINT fk_usage_point_subscription + FOREIGN KEY (subscription_id) REFERENCES subscriptions (id) ON DELETE SET NULL; +``` + +--- + +## "Related Links" Tables - Deep Dive + +### Purpose + +**Related links** tables implement the ESPI Atom `` pattern. Each ESPI resource can have multiple related resource links for navigation between entities. + +### Pattern + +Every entity that extends `IdentifiedObject` has: +- **Self Link**: `self_link_rel`, `self_link_href`, `self_link_type` (stored in main entity table) +- **Up Link**: `up_link_rel`, `up_link_href`, `up_link_type` (stored in main entity table) +- **Related Links**: Multiple links stored in a separate `*_related_links` table + +### Schema Pattern + +```sql +CREATE TABLE {entity}_related_links ( + {entity}_id CHAR(36) NOT NULL, + related_links VARCHAR(1024), + FOREIGN KEY ({entity}_id) REFERENCES {entity} (id) ON DELETE CASCADE +); +``` + +### All Related Links Tables (26 total) + +| Related Links Table | Parent Entity Table | Schema | +|---------------------|---------------------|--------| +| `identified_object_related_links` | ANY `IdentifiedObject` (generic) | Usage/Customer | +| `application_information_related_links` | `application_information` | Usage | +| `retail_customer_related_links` | `retail_customers` | Usage | +| `service_delivery_point_related_links` | `service_delivery_points` | Usage | +| `reading_type_related_links` | `reading_types` | Usage | +| `subscription_related_links` | `subscriptions` | Usage | +| `authorization_related_links` | `authorizations` | Usage | +| `batch_list_related_links` | `batch_lists` | Usage | +| `time_configuration_related_links` | `time_configurations` | Usage | +| `usage_point_related_links` | `usage_points` | Usage | +| `meter_reading_related_links` | `meter_readings` | Usage | +| `interval_block_related_links` | `interval_blocks` | Usage | +| `interval_reading_related_links` | `interval_readings` | Usage | +| `reading_quality_related_links` | `reading_qualities` | Usage | +| `usage_summary_related_links` | `usage_summaries` | Usage | +| `pnode_ref_related_links` | `pnode_refs` | Usage | +| `aggregated_node_ref_related_links` | `aggregated_node_refs` | Usage | +| `line_item_related_links` | `line_items` | Usage | +| `customer_agreement_related_links` | `customer_agreements` | Customer | +| `service_supplier_related_links` | `service_suppliers` | Customer | +| `service_location_related_links` | `service_locations` | Customer | +| `end_device_related_links` | `end_devices` | Customer | +| `phone_number_related_links` | `phone_numbers` | Customer | +| `statement_related_links` | `statements` | Customer | +| `statement_ref_related_links` | `statement_refs` | Customer | +| `program_date_id_mapping_related_links` | `program_date_id_mappings` | Customer | + +### Related Links vs IdentifiedObject Related Links + +**Question**: Why both entity-specific and generic related links tables? + +**Answer**: +- **Entity-specific tables** (`{entity}_related_links`): Designed for typical 1:N relationships where each entity has 0-N related links +- **Generic table** (`identified_object_related_links`): Fallback/generic storage for polymorphic scenarios or entities without specific related links tables + +**Note**: Most entities use entity-specific related links tables. The generic `identified_object_related_links` may be legacy or used for dynamic/runtime relationships. + +--- + +## Key Cross-Schema Relationships + +### Usage Schema → Customer Schema + +| Usage Table | Customer Table | Link Type | Notes | +|-------------|----------------|-----------|-------| +| `customers` | `time_configurations` | FK: `time_configuration_id` | Customer timezone settings | +| `retail_customers` | `customers` | ATOM href: `retail_customer_href` | **NO foreign key** - uses ATOM link pattern | + +**Critical**: The `retail_customers` (usage.xsd) and `customers` (customer.xsd) schemas are loosely coupled via ATOM href references, NOT foreign keys. + +### Subscription Relationships (Added in V3) + +```sql +-- V3 adds these foreign keys to V2 tables +authorizations.subscription_id → subscriptions.id +usage_points.subscription_id → subscriptions.id +``` + +--- + +## Entity Inheritance Patterns + +### Joined Table Inheritance + +| Parent Table | Child Table | Pattern | Notes | +|--------------|-------------|---------|-------| +| `end_devices` | `meters` | `meters.id` → `end_devices.id` | Meter is specialized EndDevice | + +### Polymorphic Relationships + +| Table | Pattern | Target Entities | +|-------|---------|-----------------| +| `phone_numbers` | `parent_entity_uuid` + `parent_entity_type` | Customer, ServiceSupplier, etc. | + +--- + +## Embedded Objects Pattern + +Many tables use **embedded object columns** instead of separate tables: + +### Examples + +| Table | Embedded Object | Columns Pattern | +|-------|-----------------|-----------------| +| `usage_points` | `SummaryMeasurement` (4 types) | `{type}_multiplier`, `{type}_timestamp`, `{type}_uom`, `{type}_value`, `{type}_reading_type_ref` | +| `usage_summaries` | `SummaryMeasurement` (10 types) | Same pattern as above | +| `usage_summaries` | `DateTimeInterval` (2 types) | `{type}_start`, `{type}_duration` | +| `customers` | `Organisation` | `customer_organisation_name`, `customer_street_detail`, etc. | +| `customers` | `Status` | `status_value`, `status_date_time`, `status_reason` | +| `service_suppliers` | `Organisation` | `supplier_organisation_name`, `supplier_street_detail`, etc. | + +**Rationale**: ESPI XSD defines these as complex types embedded within parent elements, not separate resources with URIs. + +--- + +## Complete Table Count + +| Migration | Core Tables | Related Links Tables (Correct) | Related Links Tables (To Remove) | Collection Tables | Total | +|-----------|-------------|-------------------------------|----------------------------------|-------------------|-------| +| V1 | 7 | 4 | 3 | 4 | 18 | +| V2 (vendor-specific) | 2 | 2 | 0 | 0 | 4 | +| V3 | 29 | 10 | 8 | 2 | 50 | +| **Grand Total** | **38** | **16** | **11** | **6** | **72** | + +**Note**: After schema compliance remediation, 11 incorrect related_links tables will be removed (entities extend Object, not IdentifiedObject). + +--- + +## Object vs IdentifiedObject: Schema Compliance + +### ESPI XSD Type Hierarchy + +``` +Object (base class) + │ + ├── IdentifiedObject (adds mRID, Atom links) + │ │ + │ ├── [CONCRETE ESPI RESOURCES - espi.xsd] + │ ├── ApplicationInformation ✅ + │ ├── Authorization ✅ + │ ├── ReadingType ✅ + │ ├── IntervalBlock ✅ + │ ├── MeterReading ✅ + │ ├── UsagePoint ✅ + │ ├── UsageSummary ✅ + │ ├── ElectricPowerQualitySummary ✅ + │ ├── TimeConfiguration ✅ + │ │ + │ ├── [ABSTRACT BASE CLASSES - customer.xsd] + │ ├── Document (abstract) ⚠️ No entity + │ ├── Asset (abstract) ⚠️ No entity + │ ├── Location (abstract) ⚠️ No entity + │ ├── OrganisationRole (abstract) ⚠️ No entity + │ │ + │ ├── [CONCRETE ESPI RESOURCES - customer.xsd] + │ ├── ProgramDateIdMappings ✅ + │ ├── Statement ✅ + │ ├── CustomerAccount ✅ (extends Document) + │ ├── CustomerAgreement ✅ (extends Agreement → Document) + │ ├── Customer ✅ (extends OrganisationRole) + │ ├── ServiceSupplier ✅ (extends OrganisationRole) + │ ├── ServiceLocation ✅ (extends WorkLocation → Location) + │ ├── EndDevice ✅ (extends AssetContainer → Asset) + │ └── Meter ✅ (extends EndDevice - uses end_device_related_links) + │ + ├── [OBJECT-BASED (NO RELATED LINKS)] + ├── IntervalReading ❌ + ├── ReadingQuality ❌ + ├── ServiceDeliveryPoint ❌ + ├── PnodeRef ❌ + ├── AggregateNodeRef ❌ + ├── LineItem ❌ + ├── StatementRef ❌ + └── [Embedded: DateTimeInterval, SummaryMeasurement, etc.] +``` + +### Correct Related Links Tables (15 existing + 3 missing = 18 total) + +**ESPI Resources - espi.xsd (9 tables)**: +1. `application_information_related_links` ✅ +2. `authorization_related_links` ✅ +3. `reading_type_related_links` ✅ +4. `interval_block_related_links` ✅ +5. `meter_reading_related_links` ✅ +6. `usage_point_related_links` ✅ +7. `usage_summary_related_links` ✅ +8. `electric_power_quality_summary_related_links` ✅ +9. `time_configuration_related_links` ✅ + +**ESPI Resources - customer.xsd (6 existing + 3 missing = 9 total)**: +10. `program_date_id_mapping_related_links` ✅ +11. `statement_related_links` ✅ +12. `customer_agreement_related_links` ✅ +13. `customer_related_links` ⚠️ **MISSING - needs creation** +14. `service_supplier_related_links` ✅ +15. `service_location_related_links` ✅ +16. `end_device_related_links` ✅ +17. `meter_related_links` ⚠️ **MISSING - needs creation** +18. `customer_account_related_links` ⚠️ **MISSING - needs creation** + +**Note**: RetailCustomer and Subscription extend IdentifiedObject but use direct foreign key references instead of Atom rel="related" links, so they do NOT require related_links tables. + +### Incorrect Related Links Tables (To Remove: 11) + +| ❌ Table | Entity | Reason | +|---------|--------|--------| +| `interval_reading_related_links` | IntervalReading | Extends Object, not IdentifiedObject | +| `reading_quality_related_links` | ReadingQuality | Extends Object, not IdentifiedObject | +| `service_delivery_point_related_links` | ServiceDeliveryPoint | Extends Object, not IdentifiedObject | +| `pnode_ref_related_links` | PnodeRef | Extends Object, not IdentifiedObject | +| `aggregated_node_ref_related_links` | AggregateNodeRef | Extends Object, not IdentifiedObject | +| `line_item_related_links` | LineItem | Extends Object, not IdentifiedObject | +| `statement_ref_related_links` | StatementRef | Extends Object, not IdentifiedObject | +| `phone_number_related_links` | PhoneNumber | Not in XSD (custom addition) | +| `batch_list_related_links` | BatchList | Element wrapper (BatchListType) | +| `retail_customer_related_links` | RetailCustomer | Uses direct FK references, not Atom rel="related" | +| `subscription_related_links` | Subscription | Uses direct FK references, not Atom rel="related" | + +**Note**: RetailCustomer and Subscription extend IdentifiedObject but don't use Atom feed patterns - they use direct foreign key relationships for data marshalling. + +**Remediation Plan**: See `SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md` + +--- + +## Migration Execution Order + +``` +V1__Create_Base_Tables.sql (all databases) + ↓ +[Vendor-specific V2 - ONE of the following:] + → V2__MySQL_Specific_Tables.sql (MySQL) + → V2__PostgreSQL_Specific_Tables.sql (PostgreSQL) + → V2__H2_Specific_Tables.sql (H2) + ↓ +V3__Create_additiional_Base_Tables.sql (all databases) +``` + +**Critical**: V3 depends on both V1 AND V2 tables existing. The `usage_points` table from V2 is referenced by many V3 tables. + +--- + +## Phase 1 TimeConfiguration Lesson Learned + +**Issue**: Attempted to create `V4__Create_Time_Configurations.sql` + +**Root Cause**: `time_configurations` table already exists in V2 (MySQL/PostgreSQL/H2) + +**Resolution**: Deleted V4 migration - table already exists with correct schema + +**Best Practice**: Always check V1, V2, and V3 migrations BEFORE creating new migrations for existing entities diff --git a/openespi-common/MULTI_PHASE_PLAN_UPDATES.md b/openespi-common/MULTI_PHASE_PLAN_UPDATES.md new file mode 100644 index 00000000..d8baa40f --- /dev/null +++ b/openespi-common/MULTI_PHASE_PLAN_UPDATES.md @@ -0,0 +1,229 @@ +# MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN Updates + +**Date**: 2025-12-30 +**Reason**: Remove phases for entities that don't extend IdentifiedObject per XSD analysis +**ESPI Version**: NAESB ESPI 4.0 + +--- + +## Phases to Remove (8 total) + +### Category 1: XSD Object-Based Entities (6 phases) + +These entities extend `Object` in ESPI XSD, not `IdentifiedObject`. They should be collections or embedded objects, NOT independent IdentifiedObject resources with Atom links. + +| Phase # | Entity | XSD Reference | Reason for Removal | +|---------|--------|---------------|-------------------| +| **3** | IntervalReading | espi.xsd:1016 extends Object | Collection child of IntervalBlock, not independent resource | +| **4** | ReadingQuality | espi.xsd:1062 extends Object | Collection child of IntervalReading, not independent resource | +| **7** | ServiceDeliveryPoint | espi.xsd:1161 extends Object | Referenced by UsagePoint but not IdentifiedObject | +| **8** | PnodeRef | espi.xsd:1539 extends Object | Collection child of UsagePoint, not independent resource | +| **9** | AggregateNodeRef | espi.xsd:1570 extends Object | Collection child of UsagePoint, not independent resource | +| **10** | LineItem | espi.xsd:1444 extends Object | Collection child of UsageSummary, not independent resource | + +### Category 2: Element Wrappers (1 phase) + +| Phase # | Entity | Reason for Removal | +|---------|--------|-------------------| +| **15** | BatchList | BatchListType is sequence wrapper (espi.xsd:1432), not IdentifiedObject entity | + +### Category 3: Abstract Base Classes (1 phase) + +| Phase # | Entity | Reason for Removal | +|---------|--------|-------------------| +| **22** | Asset | Abstract base class (customer.xsd:643), only concrete subclasses (EndDevice, Meter) are instantiated | + +**Note**: Asset extends IdentifiedObject but is never instantiated directly. EndDevice extends AssetContainer extends Asset. Only EndDevice and Meter are concrete entities. + +--- + +## Phases to Keep (18 total) + +All remaining phases represent **concrete** entities that properly extend `IdentifiedObject` per ESPI 4.0 XSD: + +### Usage Domain (8 phases) + +| New # | Old # | Entity | XSD Reference | Extends IdentifiedObject | +|-------|-------|--------|---------------|-------------------------| +| 1 | 1 | TimeConfiguration | espi.xsd:940 | ✅ Direct | +| 2 | 2 | ReadingType | espi.xsd:382 | ✅ Direct | +| 3 | 5 | IntervalBlock | espi.xsd:353 | ✅ Direct | +| 4 | 6 | MeterReading | espi.xsd:374 | ✅ Direct | +| 5 | 11 | UsageSummary | espi.xsd:806 | ✅ Direct (replaces deprecated ElectricPowerUsageSummary) | +| 6 | 12 | ElectricPowerQualitySummary | espi.xsd:614 | ✅ Direct | +| 7 | 16 | UsagePoint | espi.xsd:486 | ✅ Direct | +| 8 | 17 | ProgramDateIdMappings | customer.xsd:269 | ✅ Direct | + +### Customer Domain (8 phases) + +| New # | Old # | Entity | XSD Reference | Extends IdentifiedObject | +|-------|-------|--------|---------------|-------------------------| +| 9 | 18 | CustomerAccount | customer.xsd:118 → Document | ✅ Via Document | +| 10 | 19 | Statement | customer.xsd:373 | ✅ Direct | +| 11 | 20 | Customer | customer.xsd:67 → OrganisationRole | ✅ Via OrganisationRole | +| 12 | 21 | ServiceSupplier | customer.xsd:347 → OrganisationRole | ✅ Via OrganisationRole | +| 13 | 23 | ServiceLocation | customer.xsd:311 → WorkLocation → Location | ✅ Via Location | +| 14 | 24 | CustomerAgreement | customer.xsd:159 → Agreement → Document | ✅ Via Document | +| 15 | 25 | EndDevice | customer.xsd:210 → AssetContainer → Asset | ✅ Via Asset (concrete) | +| 16 | 26 | Meter | customer.xsd:243 → EndDevice | ✅ Via EndDevice (concrete) | + +### Custom Domain (2 phases - No related_links tables) + +| New # | Old # | Entity | Schema Columns | Extends IdentifiedObject | +|-------|-------|--------|----------------|-------------------------| +| 17 | 13 | RetailCustomer | first_name, last_name, username, password, role, enabled | ✅ Direct (custom) | +| 18 | 14 | Subscription | applicationinformation_id, authorization_id, retail_customer_id | ✅ Direct (custom) | + +**Note**: RetailCustomer and Subscription are custom entities not defined in ESPI XSD. They extend IdentifiedObject but do NOT use Atom rel="related" links - they use direct foreign key references for data marshalling, so they do NOT require related_links tables. + +--- + +## Renumbering Strategy + +### Before (26 phases) +``` +1. TimeConfiguration ✅ +2. ReadingType ✅ +3. IntervalReading ❌ REMOVE +4. ReadingQuality ❌ REMOVE +5. IntervalBlock ✅ +6. MeterReading ✅ +7. ServiceDeliveryPoint ❌ REMOVE +8. PnodeRef ❌ REMOVE +9. AggregateNodeRef ❌ REMOVE +10. LineItem ❌ REMOVE +11. UsageSummary ✅ +12. ElectricPowerQualitySummary ✅ +13. RetailCustomer ✅ (Custom) +14. Subscription ✅ (Custom) +15. BatchList ❌ REMOVE +16. UsagePoint ✅ +17. ProgramDateIdMappings ✅ +18. CustomerAccount ✅ +19. Statement ✅ +20. Customer ✅ +21. ServiceSupplier ✅ +22. Asset ❌ REMOVE (abstract) +23. ServiceLocation ✅ +24. CustomerAgreement ✅ +25. EndDevice ✅ +26. Meter ✅ +``` + +### After (18 phases) +``` +1. TimeConfiguration +2. ReadingType +3. IntervalBlock (was 5) +4. MeterReading (was 6) +5. UsageSummary (was 11) +6. ElectricPowerQualitySummary (was 12) +7. UsagePoint (was 16) +8. ProgramDateIdMappings (was 17) +9. CustomerAccount (was 18) +10. Statement (was 19) +11. Customer (was 20) +12. ServiceSupplier (was 21) +13. ServiceLocation (was 23) +14. CustomerAgreement (was 24) +15. EndDevice (was 25) +16. Meter (was 26) +17. RetailCustomer (was 13) - Custom +18. Subscription (was 14) - Custom +``` + +--- + +## Impact on Entity-to-Migration Quick Reference Table + +The Quick Reference table will grow from 26 rows to 18 rows, removing entries for 8 non-IdentifiedObject entities but retaining RetailCustomer and Subscription as custom IdentifiedObject entities: + +**Removed Entries** (8 total): +- IntervalReading +- ReadingQuality +- ServiceDeliveryPoint +- PnodeRef +- AggregateNodeRef +- LineItem +- BatchList +- Asset (abstract base class) + +**Retained Custom Entities** (2 total): +- RetailCustomer (extends IdentifiedObject) +- Subscription (extends IdentifiedObject) + +--- + +## Impact on Flyway Migration Strategy + +### Related Links Tables Count + +**Before**: 26 entity-specific related_links tables (including 11 incorrect) + +**After**: 18 entity-specific related_links tables (15 existing + 3 to create, removed 11 incorrect) + +**Removed Tables**: +1. `interval_reading_related_links` +2. `reading_quality_related_links` +3. `service_delivery_point_related_links` +4. `pnode_ref_related_links` +5. `aggregated_node_ref_related_links` +6. `line_item_related_links` +7. `retail_customer_related_links` +8. `subscription_related_links` +9. `batch_list_related_links` +10. `statement_ref_related_links` +11. `phone_number_related_links` + +**Notes**: +- Although Asset extends IdentifiedObject in XSD, it is abstract and never instantiated directly +- RetailCustomer and Subscription extend IdentifiedObject but use direct FK references instead of Atom rel="related" links +- Meter and EndDevice are separate ESPI resources requiring separate related_links tables + +--- + +## Correct Related Links Tables (15 existing + 3 missing = 18 total) + +| # | Table | Entity | Migration File | Status | +|---|-------|--------|----------------|--------| +| 1 | `application_information_related_links` | ApplicationInformation | V1 | ✅ Exists | +| 2 | `authorization_related_links` | Authorization | V1 | ✅ Exists | +| 3 | `reading_type_related_links` | ReadingType | V1 | ✅ Exists | +| 4 | `time_configuration_related_links` | TimeConfiguration | V2 (vendor-specific) | ✅ Exists | +| 5 | `usage_point_related_links` | UsagePoint | V2 (vendor-specific) | ✅ Exists | +| 6 | `meter_reading_related_links` | MeterReading | V3 | ✅ Exists | +| 7 | `interval_block_related_links` | IntervalBlock | V3 | ✅ Exists | +| 8 | `usage_summary_related_links` | UsageSummary | V3 | ✅ Exists | +| 9 | `electric_power_quality_summary_related_links` | ElectricPowerQualitySummary | V3 | ✅ Exists | +| 10 | `program_date_id_mapping_related_links` | ProgramDateIdMappings | V3 | ✅ Exists | +| 11 | `customer_agreement_related_links` | CustomerAgreement | V3 | ✅ Exists | +| 12 | `service_supplier_related_links` | ServiceSupplier | V3 | ✅ Exists | +| 13 | `service_location_related_links` | ServiceLocation | V3 | ✅ Exists | +| 14 | `end_device_related_links` | EndDevice | V3 | ✅ Exists | +| 15 | `statement_related_links` | Statement | V3 | ✅ Exists | +| 16 | `customer_related_links` | Customer | V3 | ⚠️ **MISSING** | +| 17 | `meter_related_links` | Meter | V3 | ⚠️ **MISSING** | +| 18 | `customer_account_related_links` | CustomerAccount | V3 | ⚠️ **MISSING** | + +--- + +## Next Steps + +1. ✅ Create SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md +2. ✅ Create MULTI_PHASE_PLAN_UPDATES.md +3. ⏳ Update MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN.md: + - Remove 10 phases + - Renumber remaining 16 phases + - Update Entity-to-Migration Quick Reference table + - Add note explaining Object vs IdentifiedObject distinction +4. ⏳ Update FLYWAY_SCHEMA_SUMMARY.md: + - Update related_links table count (26 → 15) + - Remove references to deleted tables + - Add section explaining compliance corrections + - Clarify ElectricPowerQualitySummary related_links status + +--- + +**Document Version**: 1.2 +**Status**: Approved for implementation +**Note**: ElectricPowerUsageSummary is DEPRECATED in ESPI 3.2+, replaced by UsageSummary in ESPI 4.0 diff --git a/openespi-common/SCHEMA_COMPLIANCE_AUDIT_RESULTS.md b/openespi-common/SCHEMA_COMPLIANCE_AUDIT_RESULTS.md new file mode 100644 index 00000000..bfe2315f --- /dev/null +++ b/openespi-common/SCHEMA_COMPLIANCE_AUDIT_RESULTS.md @@ -0,0 +1,552 @@ +# Schema Compliance Audit Results + +**Date**: 2025-12-30 +**Auditor**: Senior Spring Developer Analysis +**Scope**: related_links tables and IdentifiedObject inheritance compliance + +--- + +## Executive Summary + +✅ **All 11 incorrect related_links tables EXIST and need removal** +⚠️ **4 missing related_links tables need creation** +❌ **11 entities incorrectly extend IdentifiedObject** + +--- + +## 1. Incorrect Related Links Tables Found (11 total - ALL EXIST) + +### V3__Create_additiional_Base_Tables.sql (7 tables) + +| # | Table | Line | Entity | Issue | +|---|-------|------|--------|-------| +| 1 | `interval_reading_related_links` | 122 | IntervalReading | Extends Object, not IdentifiedObject | +| 2 | `reading_quality_related_links` | 163 | ReadingQuality | Extends Object, not IdentifiedObject | +| 3 | `pnode_ref_related_links` | 355 | PnodeRef | Extends Object, not IdentifiedObject | +| 4 | `aggregated_node_ref_related_links` | 403 | AggregatedNodeRef | Extends Object, not IdentifiedObject | +| 5 | `line_item_related_links` | 746 | LineItem | Extends Object, not IdentifiedObject | +| 6 | `phone_number_related_links` | 804 | PhoneNumber | Not in XSD (custom polymorphic) | +| 7 | `statement_ref_related_links` | 1042 | StatementRef | Extends Object, not IdentifiedObject | + +### V1__Create_Base_Tables.sql (4 tables) + +| # | Table | Line | Entity | Issue | +|---|-------|------|--------|-------| +| 8 | `retail_customer_related_links` | 175 | RetailCustomer | Uses direct FK, not Atom rel="related" | +| 9 | `service_delivery_point_related_links` | 213 | ServiceDeliveryPoint | Extends Object, not IdentifiedObject | +| 10 | `subscription_related_links` | 378 | Subscription | Uses direct FK, not Atom rel="related" | +| 11 | `batch_list_related_links` | 411 | BatchList | Element wrapper, not IdentifiedObject | + +--- + +## 2. Missing Related Links Tables (4 total - NEED CREATION) + +### Required for ESPI Compliance + +| # | Missing Table | Entity | Parent XSD | Status | +|---|--------------|--------|------------|--------| +| 1 | `customer_related_links` | Customer | customer.xsd:67 → OrganisationRole | ⚠️ **NOT FOUND** | +| 2 | `meter_related_links` | Meter | customer.xsd:243 → EndDevice | ⚠️ **NOT FOUND** | +| 3 | `customer_account_related_links` | CustomerAccount | customer.xsd:118 → Document | ⚠️ **NOT FOUND** | +| 4 | `electric_power_quality_summary_related_links` | ElectricPowerQualitySummary | espi.xsd:614 | ⚠️ **NOT FOUND** | + +**Note**: Meter currently shares `end_device_related_links` but should have its own table per ESPI compliance. + +--- + +## 3. Correct Related Links Tables (15 exist) + +### V1__Create_Base_Tables.sql (3 tables) +- ✅ `application_information_related_links` (line 111) +- ✅ `authorization_related_links` (line 279) +- ✅ `reading_type_related_links` (line 333) + +### V2 Vendor-Specific (2 tables - all 3 vendors) +- ✅ `time_configuration_related_links` (MySQL: line 59, PostgreSQL: line 59, H2: line 60) +- ✅ `usage_point_related_links` (MySQL: line 138, PostgreSQL: line 139, H2: line 113) + +### V3__Create_additiional_Base_Tables.sql (10 tables) +- ✅ `meter_reading_related_links` (line 31) +- ✅ `interval_block_related_links` (line 73) +- ✅ `usage_summary_related_links` (line 288) +- ✅ `customer_agreement_related_links` (line 521) +- ✅ `end_device_related_links` (line 703) +- ✅ `program_date_id_mapping_related_links` (line 839) +- ✅ `service_location_related_links` (line 908) +- ✅ `service_supplier_related_links` (line 963) +- ✅ `statement_related_links` (line 1005) + +--- + +## 4. Entity Class Inheritance Issues (11 entities) + +### Entities That Should NOT Extend IdentifiedObject (9) + +**Found in**: `openespi-common/src/main/java/org/greenbuttonalliance/espi/common/domain/` + +| Entity Class | Current | Should Be | Action Required | +|--------------|---------|-----------|-----------------| +| `IntervalReadingEntity.java` | extends IdentifiedObject | extends Object | Remove IdentifiedObject, keep as @Entity | +| `ReadingQualityEntity.java` | extends IdentifiedObject | extends Object | Remove IdentifiedObject, keep as @Entity | +| `PnodeRefEntity.java` | extends IdentifiedObject | extends Object | Remove IdentifiedObject, keep as @Entity | +| `AggregatedNodeRefEntity.java` | extends IdentifiedObject | extends Object | Remove IdentifiedObject, keep as @Entity | +| `LineItemEntity.java` | extends IdentifiedObject | extends Object | Remove IdentifiedObject, keep as @Entity | +| `ServiceDeliveryPointEntity.java` | extends IdentifiedObject | extends Object | Remove IdentifiedObject, keep as @Entity | +| `StatementRefEntity.java` | extends IdentifiedObject | extends Object | Remove IdentifiedObject, keep as @Entity | +| `PhoneNumberEntity.java` | extends IdentifiedObject | No inheritance | Remove IdentifiedObject, custom polymorphic | +| `BatchListEntity.java` | extends IdentifiedObject | No inheritance | Remove IdentifiedObject, wrapper type | + +### Special Case Entities (2) + +| Entity Class | Current | Correct | Related Links? | Action Required | +|--------------|---------|---------|----------------|-----------------| +| `RetailCustomerEntity.java` | extends IdentifiedObject | ✅ Correct | ❌ NO | Remove related_links table only | +| `SubscriptionEntity.java` | extends IdentifiedObject | ✅ Correct | ❌ NO | Remove related_links table only | + +**Note**: RetailCustomer and Subscription correctly extend IdentifiedObject but use direct FK references (not Atom rel="related" links), so they don't need related_links tables. + +--- + +## 5. Additional Findings + +### Unexpected Table +- `identified_object_related_links` (V1__Create_Base_Tables.sql:21) + - **Purpose**: Unclear - may be abstract base class table + - **Action**: Investigate usage before removal + +--- + +## 6. Remediation Priority + +### Phase 1: Low-Risk Additions (RECOMMENDED FIRST) +**Add 4 missing related_links tables to existing V3 Flyway script** - No breaking changes + +Since the system has not been deployed, add tables directly to V3__Create_additiional_Base_Tables.sql: + +```sql +-- Add to V3__Create_additiional_Base_Tables.sql (after respective entity tables) +CREATE TABLE customer_related_links (...); -- Add after customers table +CREATE TABLE meter_related_links (...); -- Add after meters table +CREATE TABLE customer_account_related_links (...); -- Add after customer_accounts table +CREATE TABLE electric_power_quality_summary_related_links (...); -- Add after electric_power_quality_summaries table +``` + +**Affected Tests**: +- CustomerRepositoryTest.java +- MeterRepositoryTest.java +- CustomerAccountRepositoryTest.java +- ElectricPowerQualitySummaryRepositoryTest.java + +### Phase 2: High-Risk Removals (DO SECOND) +**Remove 11 incorrect related_links tables** - Breaking changes + +Follow SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md for systematic removal: +1. Update Entity classes (remove IdentifiedObject inheritance where incorrect) +2. Update DTOs (remove Atom link elements) +3. Update Mappers +4. Remove related_links table definitions from V1 and V3 Flyway scripts +5. Update affected repository tests +6. Run full test suite with TestContainers + +--- + +## 7. Risk Assessment + +| Risk Level | Count | Description | +|------------|-------|-------------| +| 🟢 **LOW** | 4 | Creating missing tables (additive changes) | +| 🟡 **MEDIUM** | 2 | Removing RetailCustomer/Subscription related_links (special case) | +| 🔴 **HIGH** | 9 | Removing Object-based entity related_links (requires entity refactoring) | + +--- + +## 8. Testing Strategy + +### Per-Phase Validation +```bash +# After each change +mvn clean test -pl openespi-common +mvn verify -pl openespi-common -Pintegration-tests +``` + +### Database Validation +```bash +# Verify tables created/removed correctly +mvn flyway:info -pl openespi-common +mvn flyway:clean -pl openespi-common # WARNING: Destroys data +mvn flyway:migrate -pl openespi-common +``` + +--- + +## 9. Recommended Implementation Order + +### Phase 0: Preparation (5 minutes) +```bash +# Create feature branch +git checkout -b feature/schema-compliance-related-links-cleanup +``` + +### Phase 1: Add Missing Related Links Tables (30 minutes) +**Goal**: Add 4 missing related_links tables to V3 Flyway script + +**Steps**: +1. **Open**: `V3__Create_additiional_Base_Tables.sql` +2. **Locate entity tables and add related_links after each**: + - Find `customers` table → Add `customer_related_links` table after it + - Find `meters` table → Add `meter_related_links` table after it + - Find `customer_accounts` table → Add `customer_account_related_links` table after it + - Find `electric_power_quality_summaries` table → Add `electric_power_quality_summary_related_links` table after it + +**Table Structure Template**: +```sql +CREATE TABLE [entity]_related_links +( + id BINARY(16) NOT NULL, + rel VARCHAR(255), + href VARCHAR(255), + [entity]_id BINARY(16), + PRIMARY KEY (id), + FOREIGN KEY ([entity]_id) REFERENCES [entity_table](id) ON DELETE CASCADE +); +``` + +**Testing**: +```bash +# Test Flyway migration +mvn flyway:clean flyway:migrate -pl openespi-common -Pdev-mysql + +# Run affected repository tests +mvn test -pl openespi-common -Dtest=CustomerRepositoryTest +mvn test -pl openespi-common -Dtest=MeterRepositoryTest +mvn test -pl openespi-common -Dtest=CustomerAccountRepositoryTest +mvn test -pl openespi-common -Dtest=ElectricPowerQualitySummaryRepositoryTest + +# Run full test suite +mvn test -pl openespi-common +``` + +**Commit**: +```bash +git add openespi-common/src/main/resources/db/migration/V3__Create_additiional_Base_Tables.sql +git commit -m "feat: add 4 missing related_links tables to V3 migration + +- Add customer_related_links for Customer entity +- Add meter_related_links for Meter entity +- Add customer_account_related_links for CustomerAccount entity +- Add electric_power_quality_summary_related_links for ElectricPowerQualitySummary entity + +Related to ESPI 4.0 schema compliance - all extend IdentifiedObject" +``` + +--- + +### Phase 2: Code Review & Baseline (2-3 hours) +**Goal**: Review all code that uses the 11 entities to understand full impact before removal + +**A. Repository Tests to Review** (11 affected by entity refactoring): +```bash +# Tests for entities that will lose IdentifiedObject inheritance +openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/usage/ + - IntervalBlockRepositoryTest.java (IntervalReading is child) + - LineItemRepositoryTest.java ⚠️ Entity will change + - PnodeRefRepositoryTest.java ⚠️ Entity will change + - AggregatedNodeRefRepositoryTest.java ⚠️ Entity will change + - ServiceDeliveryPointRepositoryTest.java ⚠️ Entity will change + - BatchListRepositoryTest.java ⚠️ Entity will change + - RetailCustomerRepositoryTest.java (special case) + - SubscriptionRepositoryTest.java (special case) + +openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/customer/ + - StatementRepositoryTest.java (StatementRef is child) +``` + +**Migration Tests** (will validate schema changes): +```bash +openespi-common/src/test/java/org/greenbuttonalliance/espi/common/migration/ + - DataCustodianApplicationH2Test.java ✅ Run after each phase + - DataCustodianApplicationMysqlTest.java ✅ Run after each phase + - DataCustodianApplicationPostgresTest.java ✅ Run after each phase + - MigrationVerificationTest.java ✅ Critical validation +``` + +**Integration Tests** (will catch relationship issues): +```bash +openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/integration/ + - ComplexRelationshipIntegrationTest.java ⚠️ May need updates + - ComplexRelationshipMySQLIntegrationTest.java ⚠️ May need updates + - ComplexRelationshipPostgreSQLIntegrationTest.java ⚠️ May need updates +``` + +**B. Service Implementation Classes to Review**: +```bash +# Services that use entities losing IdentifiedObject inheritance +openespi-common/src/main/java/org/greenbuttonalliance/espi/common/service/impl/ + - IntervalBlockServiceImpl.java ⚠️ Uses IntervalReading + - MeterReadingServiceImpl.java ⚠️ Uses IntervalReading + - UsageSummaryServiceImpl.java ⚠️ Uses LineItem + - UsagePointServiceImpl.java ⚠️ Uses PnodeRef, AggregatedNodeRef, ServiceDeliveryPoint + - BatchListServiceImpl.java ⚠️ Uses BatchList + - RetailCustomerServiceImpl.java (special case - keep IdentifiedObject) + - SubscriptionServiceImpl.java (special case - keep IdentifiedObject) + +# Search for usage of selfLink/upLink in services +grep -r "selfLink\|upLink" openespi-common/src/main/java/org/greenbuttonalliance/espi/common/service/ +``` + +**C. Controller Classes to Review**: +```bash +# Controllers that expose these entities via REST API +openespi-datacustodian/src/main/java/org/greenbuttonalliance/espi/datacustodian/web/ + - Check for any references to selfLink/upLink in request/response handling + - Verify Atom feed generation doesn't rely on these fields + +# Many controllers are currently .disabled - verify which are active +find openespi-datacustodian/src/main/java -name "*Controller.java" -o -name "*Controller.java.disabled" +``` + +**D. XML Marshalling/Unmarshalling Code to Review**: +```bash +# DTO classes with JAXB annotations +openespi-common/src/main/java/org/greenbuttonalliance/espi/common/dto/ + - IntervalReadingDto.java ⚠️ Remove selfLink/upLink XML elements + - ReadingQualityDto.java ⚠️ Remove selfLink/upLink XML elements + - LineItemDto.java ⚠️ Remove selfLink/upLink XML elements + - PnodeRefDto.java ⚠️ Remove selfLink/upLink XML elements + - AggregatedNodeRefDto.java ⚠️ Remove selfLink/upLink XML elements + - ServiceDeliveryPointDto.java ⚠️ Remove selfLink/upLink XML elements + - BatchListDto.java ⚠️ Remove selfLink/upLink XML elements + - StatementRefDto.java ⚠️ Remove selfLink/upLink XML elements + - PhoneNumberDto.java ⚠️ Remove selfLink/upLink XML elements (if exists) + +# DtoExportService - handles entity to DTO conversion and XML export +openespi-common/src/main/java/org/greenbuttonalliance/espi/common/service/impl/DtoExportServiceImpl.java + - Review exportEntity() methods + - Verify Atom feed generation logic + - Check if selfLink/upLink are used in XML output + +# Mappers (MapStruct) +openespi-common/src/main/java/org/greenbuttonalliance/espi/common/mapper/ + - IntervalReadingMapper.java ⚠️ Remove link mappings + - ReadingQualityMapper.java ⚠️ Remove link mappings + - LineItemMapper.java ⚠️ Remove link mappings + - PnodeRefMapper.java ⚠️ Remove link mappings + - AggregatedNodeRefMapper.java ⚠️ Remove link mappings + - ServiceDeliveryPointMapper.java ⚠️ Remove link mappings + - BatchListMapper.java ⚠️ Remove link mappings + - StatementRefMapper.java ⚠️ Remove link mappings + +# XML Marshalling Tests +grep -r "marshal\|unmarshal" openespi-common/src/test/java/ +``` + +**Action Items**: +1. Run baseline test suite and document current pass/fail state +2. Review all 37 test classes for selfLink/upLink assertions +3. Review service implementations for selfLink/upLink usage +4. Review controller classes for Atom link dependencies +5. Review DTO classes and mappers for link field mappings +6. Review DtoExportService XML marshalling logic +7. Document all code locations requiring updates per entity +8. Create entity-specific refactoring checklists based on findings + +**Baseline Test Run**: +```bash +# Capture current state +mvn test -pl openespi-common > test-baseline-before-refactor.log 2>&1 +mvn verify -pl openespi-common -Pintegration-tests >> test-baseline-before-refactor.log 2>&1 +``` + +--- + +### Phase 3: Remove Special Case Tables (1 hour) +**Goal**: Remove RetailCustomer and Subscription related_links tables + +**V1 Changes**: +```bash +# Edit V1__Create_Base_Tables.sql +# Remove lines ~175: retail_customer_related_links table +# Remove lines ~378: subscription_related_links table +``` + +**No Entity Changes Required** (they correctly extend IdentifiedObject) + +**Testing**: +```bash +mvn test -Dtest=RetailCustomerRepositoryTest +mvn test -Dtest=SubscriptionRepositoryTest +mvn test -pl openespi-common +``` + +**Commit**: +```bash +git add openespi-common/src/main/resources/db/migration/V1__Create_Base_Tables.sql +git commit -m "refactor: remove retail_customer and subscription related_links tables + +These entities use direct FK references instead of Atom rel='related' links. +RetailCustomer and Subscription still extend IdentifiedObject but don't +require related_links tables per ESPI 4.0 compliance." +``` + +--- + +### Phase 4-13: Systematic Entity Refactoring (2-3 hours each) +**Goal**: Remove 9 incorrect related_links tables and refactor entities + +**Per-Entity Checklist**: +- [ ] Update Entity class (remove IdentifiedObject inheritance) +- [ ] Update DTO (remove Atom link elements) +- [ ] Update Mapper (remove link mappings) +- [ ] Remove related_links table from Flyway script (V1 or V3) +- [ ] Update repository test (remove selfLink/upLink assertions) +- [ ] Run entity-specific tests +- [ ] Run migration tests (H2, MySQL, PostgreSQL) +- [ ] Commit changes + +**Entity Processing Order** (by risk level): + +**4. PhoneNumber** (V3:804) - Lowest risk, custom entity +**5. BatchList** (V1:411) - Low risk, wrapper type +**6. StatementRef** (V3:1042) - Low risk, extends Object +**7. ServiceDeliveryPoint** (V1:213) - Medium risk, referenced by UsagePoint +**8. LineItem** (V3:746) - Medium risk, child of UsageSummary +**9. PnodeRef** (V3:355) - Medium risk, child of UsagePoint +**10. AggregatedNodeRef** (V3:403) - Medium risk, child of UsagePoint +**11. ReadingQuality** (V3:163) - Higher risk, child of IntervalReading +**12. IntervalReading** (V3:122) - Highest risk, child of IntervalBlock with ReadingQuality + +**Example for Phase 4 (PhoneNumber)**: +```bash +# 1. Update Entity +# openespi-common/src/main/java/.../customer/entity/PhoneNumberEntity.java +# Change: public class PhoneNumberEntity extends IdentifiedObject +# To: public class PhoneNumberEntity + +# 2. Update DTO (if exists) +# Remove selfLink, upLink fields + +# 3. Update Mapper (if exists) +# Remove link mapping methods + +# 4. Update Flyway +# V3__Create_additiional_Base_Tables.sql +# Remove lines ~804: phone_number_related_links table + +# 5. Update Tests +# Search for PhoneNumber test assertions on selfLink/upLink + +# 6. Test +mvn flyway:clean flyway:migrate -pl openespi-common +mvn test -pl openespi-common +mvn verify -pl openespi-common -Pintegration-tests + +# 7. Commit +git commit -m "refactor(PhoneNumber): remove IdentifiedObject inheritance + +PhoneNumber is a custom polymorphic collection not in ESPI XSD. +Removed related_links table and IdentifiedObject base class. + +- Updated PhoneNumberEntity to remove IdentifiedObject +- Removed phone_number_related_links table from V3 migration +- Updated tests to remove selfLink/upLink assertions" +``` + +--- + +### Phase 14: Final Validation (30 minutes) +**Goal**: Comprehensive testing across all databases + +```bash +# Clean rebuild +mvn clean install -pl openespi-common + +# Test all databases with TestContainers +mvn verify -pl openespi-common -Pintegration-tests + +# Run migration verification +mvn test -Dtest=MigrationVerificationTest + +# Verify table counts +mvn flyway:info -pl openespi-common +# Should show: +# - 18 correct related_links tables (15 existing + 4 new - 1 identified_object_related_links) +# - 0 incorrect related_links tables +``` + +--- + +### Phase 15: Documentation Update (15 minutes) +**Goal**: Update all documentation to reflect changes + +**Files to Update**: +- ✅ FLYWAY_SCHEMA_SUMMARY.md (mark as implemented) +- ✅ MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN.md (update status) +- ✅ SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md (mark phases complete) +- ✅ MULTI_PHASE_PLAN_UPDATES.md (add implementation notes) + +--- + +### Phase 16: Create Pull Request (10 minutes) +```bash +# Push feature branch +git push origin feature/schema-compliance-related-links-cleanup + +# Create PR with description +gh pr create \ + --title "ESPI 4.0 Schema Compliance: related_links Table Cleanup" \ + --body "$(cat <<'EOF' +## Summary +Implements ESPI 4.0 schema compliance by: +- Adding 4 missing related_links tables +- Removing 11 incorrect related_links tables +- Refactoring 11 entities to correct inheritance hierarchy + +## Changes +- ✅ Added customer_related_links, meter_related_links, customer_account_related_links, electric_power_quality_summary_related_links +- ✅ Removed 11 incorrect related_links tables (see SCHEMA_COMPLIANCE_AUDIT_RESULTS.md) +- ✅ Refactored 9 entities from IdentifiedObject to Object inheritance +- ✅ Updated 2 special case entities (RetailCustomer, Subscription) +- ✅ All tests passing (37 test classes validated) +- ✅ Migration tests passing for H2, MySQL, PostgreSQL + +## Test Results +\`\`\` +Tests run: [X], Failures: 0, Errors: 0, Skipped: 0 +\`\`\` + +## Documentation +- SCHEMA_COMPLIANCE_AUDIT_RESULTS.md +- SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md +- FLYWAY_SCHEMA_SUMMARY.md +- MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN.md + +## Breaking Changes +None - system not yet deployed + +Closes #[issue-number] +EOF +)" +``` + +--- + +## Estimated Timeline + +| Phase | Duration | Complexity | +|-------|----------|------------| +| 0. Preparation | 5 min | ⚪ Trivial | +| 1. Add Missing Tables | 30 min | 🟢 Low | +| 2. Code Review & Baseline | 2-3 hours | 🟡 Medium | +| 3. Special Cases | 1 hour | 🟢 Low | +| 4-13. Entity Refactoring (Pilot: 2 entities) | 4-6 hours | 🔴 High | +| 4-13. Entity Refactoring (Remaining: 7 entities) | 14-21 hours | 🔴 High | +| 14. Final Validation | 30 min | 🟡 Medium | +| 15. Documentation | 15 min | 🟢 Low | +| 16. Pull Request | 10 min | ⚪ Trivial | + +**Total Estimated Time**: 22-32 hours (3-4 working days) +**Note**: Pilot-first approach allows validation before scaling to remaining entities + +--- + +**Next Action**: Create feature branch and begin Phase 1 (add missing tables) diff --git a/openespi-common/SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md b/openespi-common/SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md new file mode 100644 index 00000000..261d6621 --- /dev/null +++ b/openespi-common/SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md @@ -0,0 +1,578 @@ +# Schema Compliance Remediation Plan + +**Date**: 2025-12-30 +**Issue**: Incorrect `related_links` tables for entities that don't extend `IdentifiedObject` +**Impact**: 11 incorrect related_links tables violating XSD schema compliance + +--- + +## Executive Summary + +The database schema currently includes 26 entity-specific related_links tables. According to ESPI 4.0 XSD analysis: +- ✅ **18 tables are correct** (15 exist + 3 missing: entities extend IdentifiedObject and use Atom rel="related") +- ❌ **11 tables are incorrect** (entities extend Object or use direct FK references instead of Atom links) +- 🎯 **Target**: Remove 11 incorrect tables and convert to proper JPA patterns +- 🎯 **Create**: 3 missing related_links tables (customer, meter, customer_account) + +--- + +## Incorrect Related Links Tables to Remove + +### Category 1: XSD Object-Based Entities (Should be @ElementCollection) + +| # | Entity | Current Table | Parent Entity | XSD Reference | +|---|--------|--------------|---------------|---------------| +| 1 | IntervalReading | `interval_reading_related_links` | IntervalBlock | espi.xsd:1016 extends Object | +| 2 | ReadingQuality | `reading_quality_related_links` | IntervalReading | espi.xsd:1062 extends Object | +| 3 | PnodeRef | `pnode_ref_related_links` | UsagePoint | espi.xsd:1539 extends Object | +| 4 | AggregateNodeRef | `aggregated_node_ref_related_links` | UsagePoint | espi.xsd:1570 extends Object | +| 5 | LineItem | `line_item_related_links` | UsageSummary | espi.xsd:1444 extends Object | +| 6 | ServiceDeliveryPoint | `service_delivery_point_related_links` | UsagePoint | espi.xsd:1161 extends Object | +| 7 | StatementRef | `statement_ref_related_links` | Statement | customer.xsd:285 extends Object | + +### Category 2: Custom Entities Using Direct FK References + +| # | Entity | Current Table | Purpose | Rationale | +|---|--------|--------------|---------|-----------| +| 8 | RetailCustomer | `retail_customer_related_links` | Authentication/authorization bridge | Extends IdentifiedObject but uses direct FK references for marshalling, not Atom rel="related" | +| 9 | Subscription | `subscription_related_links` | OAuth2 access token authorization | Extends IdentifiedObject but uses direct FK references for marshalling, not Atom rel="related" | + +**Special Note**: RetailCustomer and Subscription extend IdentifiedObject (base class) but don't use Atom feed patterns. They use direct foreign key relationships (applicationinformation_id, authorization_id, retail_customer_id) for data marshalling instead of related_links tables. + +### Category 3: Element Wrappers (Not Entities) + +| # | Entity | Current Table | XSD Type | Rationale | +|---|--------|--------------|----------|-----------| +| 10 | PhoneNumber | `phone_number_related_links` | NOT in XSD | Custom addition, polymorphic collection | +| 11 | BatchList | `batch_list_related_links` | BatchListType (sequence) | espi.xsd:1432 - wrapper type, not IdentifiedObject | + +--- + +## Remediation Strategy + +### Phase 1: IntervalReading (Remove related_links, convert to @ElementCollection) + +**Current State:** +- Table: `interval_readings` with UUID primary key +- Table: `interval_reading_related_links` +- Relationship: IntervalBlock @OneToMany IntervalReading + +**Target State:** +- Remove `interval_reading_related_links` table +- Keep `interval_readings` table (needed for collection storage) +- Remove Atom link fields from IntervalReading entity (selfLink, upLink) +- Verify JPA mapping uses @OneToMany with proper cascade + +**Migration Files:** +- V3__Create_additiional_Base_Tables.sql (lines with `interval_reading_related_links`) + +**Java Files:** +- `IntervalReadingEntity.java` - Remove IdentifiedObject fields if present +- `IntervalBlockEntity.java` - Verify @OneToMany mapping +- `IntervalReadingDto.java` - Remove Atom link elements +- `IntervalReadingMapper.java` - Update mappings + +**Rationale**: IntervalReading extends Object in espi.xsd:1016, not IdentifiedObject. It's a child element collection of IntervalBlock. + +--- + +### Phase 2: ReadingQuality (Remove related_links, convert to @ElementCollection) + +**Current State:** +- Table: `reading_qualities` with UUID primary key +- Table: `reading_quality_related_links` +- Relationship: IntervalReading @OneToMany ReadingQuality + +**Target State:** +- Remove `reading_quality_related_links` table +- Keep `reading_qualities` table (needed for collection storage) +- Remove Atom link fields from ReadingQuality entity +- Verify JPA mapping uses @OneToMany with proper cascade + +**Migration Files:** +- V3__Create_additiional_Base_Tables.sql (lines with `reading_quality_related_links`) + +**Java Files:** +- `ReadingQualityEntity.java` - Remove IdentifiedObject fields if present +- `IntervalReadingEntity.java` - Verify @OneToMany mapping +- `ReadingQualityDto.java` - Remove Atom link elements +- `ReadingQualityMapper.java` - Update mappings + +**Rationale**: ReadingQuality extends Object in espi.xsd:1062, not IdentifiedObject. It's a child element collection of IntervalReading. + +--- + +### Phase 3: PnodeRef (Remove related_links, convert to @ElementCollection) + +**Current State:** +- Table: `pnode_refs` with UUID primary key +- Table: `pnode_ref_related_links` +- Relationship: UsagePoint @OneToMany PnodeRef + +**Target State:** +- Remove `pnode_ref_related_links` table +- Keep `pnode_refs` table (needed for collection storage) +- Remove Atom link fields from PnodeRef entity +- Verify JPA mapping uses @OneToMany with proper cascade + +**Migration Files:** +- V3__Create_additiional_Base_Tables.sql (lines with `pnode_ref_related_links`) + +**Java Files:** +- `PnodeRefEntity.java` - Remove IdentifiedObject fields if present +- `UsagePointEntity.java` - Verify @OneToMany mapping +- `PnodeRefDto.java` - Remove Atom link elements +- `PnodeRefMapper.java` - Update mappings + +**Rationale**: PnodeRef extends Object in espi.xsd:1539, not IdentifiedObject. It's a reference element collection within UsagePoint. + +--- + +### Phase 4: AggregateNodeRef (Remove related_links, convert to @ElementCollection) + +**Current State:** +- Table: `aggregated_node_refs` with UUID primary key +- Table: `aggregated_node_ref_related_links` +- Relationship: UsagePoint @OneToMany AggregateNodeRef + +**Target State:** +- Remove `aggregated_node_ref_related_links` table +- Keep `aggregated_node_refs` table (needed for collection storage) +- Remove Atom link fields from AggregateNodeRef entity +- Verify JPA mapping uses @OneToMany with proper cascade + +**Migration Files:** +- V3__Create_additiional_Base_Tables.sql (lines with `aggregated_node_ref_related_links`) + +**Java Files:** +- `AggregateNodeRefEntity.java` - Remove IdentifiedObject fields if present +- `UsagePointEntity.java` - Verify @OneToMany mapping +- `AggregateNodeRefDto.java` - Remove Atom link elements +- `AggregateNodeRefMapper.java` - Update mappings + +**Rationale**: AggregateNodeRef extends Object in espi.xsd:1570, not IdentifiedObject. It's a reference element collection within UsagePoint. + +--- + +### Phase 5: LineItem (Remove related_links, convert to @ElementCollection) + +**Current State:** +- Table: `line_items` with UUID primary key +- Table: `line_item_related_links` +- Relationship: UsageSummary @OneToMany LineItem + +**Target State:** +- Remove `line_item_related_links` table +- Keep `line_items` table (needed for collection storage) +- Remove Atom link fields from LineItem entity +- Verify JPA mapping uses @OneToMany with proper cascade + +**Migration Files:** +- V3__Create_additiional_Base_Tables.sql (lines with `line_item_related_links`) + +**Java Files:** +- `LineItemEntity.java` - Remove IdentifiedObject fields if present +- `UsageSummaryEntity.java` - Verify @OneToMany mapping +- `LineItemDto.java` - Remove Atom link elements +- `LineItemMapper.java` - Update mappings + +**Rationale**: LineItem extends Object in espi.xsd:1444, not IdentifiedObject. It's a child element collection of UsageSummary (costAdditionalDetailLastPeriod). + +--- + +### Phase 6: ServiceDeliveryPoint (Remove related_links, verify @OneToOne) + +**Current State:** +- Table: `service_delivery_points` with UUID primary key +- Table: `service_delivery_point_related_links` +- Relationship: UsagePoint @OneToOne ServiceDeliveryPoint + +**Target State:** +- Remove `service_delivery_point_related_links` table +- Keep `service_delivery_points` table (needed as separate entity) +- Remove Atom link fields from ServiceDeliveryPoint entity +- Verify JPA mapping uses @OneToOne (or embed as @Embedded if appropriate) + +**Migration Files:** +- V1__Create_Base_Tables.sql (lines with `service_delivery_point_related_links`) + +**Java Files:** +- `ServiceDeliveryPointEntity.java` - Remove IdentifiedObject fields if present +- `UsagePointEntity.java` - Verify @OneToOne mapping +- `ServiceDeliveryPointDto.java` - Remove Atom link elements +- `ServiceDeliveryPointMapper.java` - Update mappings + +**Rationale**: ServiceDeliveryPoint extends Object in espi.xsd:1161, not IdentifiedObject. It's a non-navigable reference object. + +**Note**: ServiceDeliveryPoint is referenced by UsagePoint but doesn't have independent lifecycle - consider embedding if it's truly value-object behavior. + +--- + +### Phase 7: StatementRef (Remove related_links, convert to @ElementCollection) + +**Current State:** +- Table: `statement_refs` with UUID primary key +- Table: `statement_ref_related_links` +- Relationship: Statement @OneToMany StatementRef + +**Target State:** +- Remove `statement_ref_related_links` table +- Keep `statement_refs` table (needed for collection storage) +- Remove Atom link fields from StatementRef entity +- Verify JPA mapping uses @OneToMany with proper cascade + +**Migration Files:** +- V3__Create_additiional_Base_Tables.sql (lines with `statement_ref_related_links`) + +**Java Files:** +- `StatementRefEntity.java` - Remove IdentifiedObject fields if present +- `StatementEntity.java` - Verify @OneToMany mapping +- `StatementRefDto.java` - Remove Atom link elements +- `StatementRefMapper.java` - Update mappings + +**Rationale**: StatementRef extends Object in customer.xsd:285, not IdentifiedObject. It's a document reference collection within Statement. + +--- + +### Phase 8: PhoneNumber (Remove related_links, convert to @ElementCollection) + +**Current State:** +- Table: `phone_numbers` with UUID primary key +- Table: `phone_number_related_links` +- Polymorphic relationship: Multiple parents (Customer, ServiceSupplier, etc.) + +**Target State:** +- Remove `phone_number_related_links` table +- Keep `phone_numbers` table with polymorphic parent tracking +- Remove Atom link fields from PhoneNumber entity +- Maintain `parent_entity_uuid` and `parent_entity_type` for polymorphic association + +**Migration Files:** +- V3__Create_additiional_Base_Tables.sql (lines with `phone_number_related_links`) + +**Java Files:** +- `PhoneNumberEntity.java` - Remove IdentifiedObject fields if present +- Parent entities - Verify @ElementCollection or @OneToMany mappings +- `PhoneNumberDto.java` - Remove Atom link elements +- `PhoneNumberMapper.java` - Update mappings + +**Rationale**: PhoneNumber is not in ESPI XSD - it's a custom addition. Polymorphic ownership suggests it's a value object collection. + +--- + +### Phase 9: RetailCustomer (Remove related_links, verify API-only usage) + +**Current State:** +- Table: `retail_customers` with UUID primary key +- Table: `retail_customer_related_links` +- Custom entity for API representation + +**Target State:** +- Remove `retail_customer_related_links` table +- Keep `retail_customers` table (needed for API operations) +- Remove Atom link fields from RetailCustomer entity (if present) +- Verify entity is used only in API layer, not as ESPI resource + +**Migration Files:** +- V1__Create_Base_Tables.sql (lines with `retail_customer_related_links`) + +**Java Files:** +- `RetailCustomerEntity.java` - Verify it doesn't extend IdentifiedObject +- Services/Controllers - Verify API-only usage +- DTOs - Ensure no ESPI Atom link serialization + +**Rationale**: RetailCustomer is a custom API entity representing utility customers, not an ESPI IdentifiedObject resource. + +--- + +### Phase 10: Subscription (Remove related_links, verify API-only usage) + +**Current State:** +- Table: `subscriptions` with UUID primary key +- Table: `subscription_related_links` +- Custom entity for OAuth2 authorization tracking + +**Target State:** +- Remove `subscription_related_links` table +- Keep `subscriptions` table (needed for OAuth2 token tracking) +- Remove Atom link fields from Subscription entity (if present) +- Verify entity is used only for authorization, not as ESPI resource + +**Migration Files:** +- V1__Create_Base_Tables.sql (lines with `subscription_related_links`) + +**Java Files:** +- `SubscriptionEntity.java` - Verify it doesn't extend IdentifiedObject +- Services - Verify OAuth2/authorization usage only +- DTOs - Ensure no ESPI Atom link serialization + +**Rationale**: Subscription is a custom API entity representing OAuth2 access grants, not an ESPI IdentifiedObject resource. + +--- + +### Phase 11: BatchList (Remove related_links, verify wrapper usage) + +**Current State:** +- Table: `batch_lists` with UUID primary key +- Table: `batch_list_related_links` +- Element wrapper for batch operations + +**Target State:** +- Remove `batch_list_related_links` table +- Evaluate if `batch_lists` table is needed or if BatchList should be transient +- BatchListType in XSD is just a sequence of URIs - may not need persistence + +**Migration Files:** +- V1__Create_Base_Tables.sql (lines with `batch_list_related_links`) + +**Java Files:** +- `BatchListEntity.java` - Verify usage pattern +- Evaluate if BatchList should be @Transient or removed entirely +- DTOs - BatchListType is just URI collection wrapper + +**Rationale**: BatchListType extends Object in espi.xsd:1432 - it's a sequence wrapper, not an IdentifiedObject. May not require persistence. + +--- + +## Implementation Phases + +### Phase A: Analysis & Validation (1 branch, 1 PR) + +**Branch**: `fix/schema-compliance-analysis` + +**Tasks**: +1. Read all 11 entity Java files to document current IdentifiedObject usage +2. Read all 11 DTO files to document Atom link serialization +3. Identify all Flyway migration files requiring updates +4. Create detailed inventory of changes required +5. Update FLYWAY_SCHEMA_SUMMARY.md with findings +6. Create migration script templates for each phase + +**Deliverable**: Comprehensive analysis document + migration templates + +--- + +### Phase B: Remove Related Links Tables - Batch 1 (Collections) + +**Branch**: `fix/schema-compliance-batch1-collections` + +**Entities**: IntervalReading, ReadingQuality, PnodeRef, AggregateNodeRef, LineItem, StatementRef, PhoneNumber (7 entities) + +**Tasks**: +1. Update Flyway scripts to DROP related_links tables +2. Remove IdentifiedObject inheritance from entities (if present) +3. Remove Atom link fields (selfLink, upLink, relatedLinks) +4. Update DTOs to remove Atom link elements +5. Update MapStruct mappers +6. Update tests to remove Atom link assertions +7. Verify parent entity @OneToMany/@ElementCollection mappings + +**Migration Strategy**: +- Create V4__Remove_Collection_Related_Links.sql +- DROP TABLE statements for 7 related_links tables +- Add comments explaining XSD compliance rationale + +**Testing**: +- Unit tests for entities (verify no Atom links) +- Integration tests with TestContainers +- Verify XML marshalling excludes Atom links for these entities + +--- + +### Phase C: Remove Related Links Tables - Batch 2 (API Entities) + +**Branch**: `fix/schema-compliance-batch2-api-entities` + +**Entities**: RetailCustomer, Subscription (2 entities) + +**Tasks**: +1. Update Flyway scripts to DROP related_links tables +2. Verify entities don't extend IdentifiedObject +3. Remove Atom link fields if present +4. Update services to ensure API-only usage +5. Update tests + +**Migration Strategy**: +- Create V5__Remove_API_Entity_Related_Links.sql +- DROP TABLE statements for 2 related_links tables +- Add comments explaining custom entity rationale + +**Testing**: +- Verify OAuth2 authorization flows still work +- Verify API endpoints for RetailCustomer operations +- Integration tests + +--- + +### Phase D: Remove Related Links Tables - Batch 3 (Special Cases) + +**Branch**: `fix/schema-compliance-batch3-special-cases` + +**Entities**: ServiceDeliveryPoint, BatchList (2 entities) + +**Tasks**: +1. ServiceDeliveryPoint: Evaluate @OneToOne vs @Embedded +2. BatchList: Evaluate if table needed at all (may be transient wrapper) +3. Update Flyway scripts accordingly +4. Update entities, DTOs, mappers +5. Update tests + +**Migration Strategy**: +- Create V6__Remove_Special_Case_Related_Links.sql +- DROP TABLE statements for 2 related_links tables +- Add architectural notes for ServiceDeliveryPoint vs embedding decision +- Add notes for BatchList persistence necessity + +**Testing**: +- ServiceDeliveryPoint relationship tests +- BatchList operations (if kept) +- XML marshalling tests + +--- + +### Phase E: Update MULTI_PHASE Plan & Documentation + +**Branch**: `docs/schema-compliance-updates` + +**Tasks**: +1. Update MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN.md: + - Remove IntervalReading, ReadingQuality phases (not IdentifiedObject) + - Remove PnodeRef, AggregateNodeRef phases (not IdentifiedObject) + - Remove LineItem phase (not IdentifiedObject) + - Remove ServiceDeliveryPoint phase (not IdentifiedObject) + - Update phase numbering accordingly + - Add notes about entities being collections +2. Update FLYWAY_SCHEMA_SUMMARY.md: + - Remove 11 incorrect related_links tables from documentation + - Update table counts + - Add section explaining Object vs IdentifiedObject distinction +3. Update SCHEMA_COMPLIANCE_REMEDIATION_PLAN.md with completion status +4. Update Entity-to-Migration Quick Reference table + +**Deliverable**: Updated documentation reflecting corrected schema + +--- + +## Flyway Migration Updates + +### Migration Files to Update + +| File | Tables to Remove | Line Ranges | +|------|-----------------|-------------| +| `V1__Create_Base_Tables.sql` | `retail_customer_related_links`, `subscription_related_links`, `batch_list_related_links`, `service_delivery_point_related_links` | TBD after analysis | +| `V3__Create_additiional_Base_Tables.sql` | `interval_reading_related_links`, `reading_quality_related_links`, `pnode_ref_related_links`, `aggregated_node_ref_related_links`, `line_item_related_links`, `statement_ref_related_links`, `phone_number_related_links` | TBD after analysis | + +**Strategy**: +- Since project is in development (not deployed), we can UPDATE existing migrations +- Remove CREATE TABLE statements for related_links tables +- Keep main entity tables (still needed for collections) +- Add comments explaining why related_links removed per XSD compliance + +### New Migration Files + +Create DROP TABLE migrations for production environments that have already run V1-V3: + +```sql +-- V4__Remove_Collection_Related_Links.sql +-- Remove related_links tables for entities extending Object, not IdentifiedObject + +DROP TABLE IF EXISTS interval_reading_related_links; +DROP TABLE IF EXISTS reading_quality_related_links; +DROP TABLE IF EXISTS pnode_ref_related_links; +DROP TABLE IF EXISTS aggregated_node_ref_related_links; +DROP TABLE IF EXISTS line_item_related_links; +DROP TABLE IF EXISTS statement_ref_related_links; +DROP TABLE IF EXISTS phone_number_related_links; + +-- Rationale: These entities extend Object in ESPI XSD, not IdentifiedObject +-- Atom related links are only applicable to IdentifiedObject resources +``` + +--- + +## Testing Strategy + +### Unit Tests +- Verify entities no longer have Atom link fields +- Verify DTOs don't include Atom link elements +- Verify MapStruct mappings compile and function + +### Integration Tests (TestContainers) +- Verify parent-child relationships work (e.g., IntervalBlock → IntervalReading) +- Verify cascade operations +- Verify no orphaned related_links records + +### XML Marshalling Tests +- Verify JAXB marshalling excludes Atom links for Object-based entities +- Verify JAXB unmarshalling handles missing links gracefully +- Validate against espi.xsd and customer.xsd + +### API Tests +- RetailCustomer endpoints still functional +- Subscription/OAuth2 flows still functional +- BatchList operations (if applicable) + +--- + +## Success Criteria + +✅ All 11 incorrect related_links tables removed from database +✅ All entities properly mapped to @ElementCollection or appropriate pattern +✅ All Flyway migrations updated (existing V1/V3 + new V4-V6) +✅ All unit tests passing +✅ All integration tests passing (MySQL, PostgreSQL, H2) +✅ XML marshalling compliant with ESPI XSD schema +✅ MULTI_PHASE plan updated with corrected phase list +✅ Documentation updated (FLYWAY_SCHEMA_SUMMARY.md) + +--- + +## Rollback Plan + +If issues arise during implementation: + +1. **Code Rollback**: Revert to previous Git commit +2. **Database Rollback**: Flyway supports repair and undo (if configured) +3. **Incremental Deployment**: Each phase is isolated in separate PR - can pause between phases +4. **Testing Gates**: No phase proceeds without passing integration tests + +--- + +## Estimated Scope + +| Phase | Entities | PRs | Estimated Complexity | +|-------|----------|-----|---------------------| +| Phase A | 11 | 1 | Medium - Analysis | +| Phase B | 7 | 1 | High - Bulk refactoring | +| Phase C | 2 | 1 | Low - Simple cleanup | +| Phase D | 2 | 1 | Medium - Special cases | +| Phase E | N/A | 1 | Low - Documentation | +| **Total** | **11** | **5** | **~3-5 days implementation** | + +--- + +## Risk Assessment + +| Risk | Impact | Mitigation | +|------|--------|------------| +| Breaking existing functionality | High | Comprehensive testing before each PR | +| Data loss in production | High | Project is in development, not deployed yet | +| XML serialization breaks | Medium | XSD validation tests for all entities | +| Integration test failures | Medium | TestContainers for MySQL/PostgreSQL/H2 | +| Incomplete migration | Low | Phased approach with testing gates | + +--- + +## Next Steps + +1. **User Approval**: Review and approve this plan +2. **Phase A**: Create analysis branch and document current state +3. **Phase B-D**: Implement fixes in batches with PRs +4. **Phase E**: Update documentation +5. **Final Review**: Comprehensive testing and validation + +--- + +**Document Version**: 1.0 +**Last Updated**: 2025-12-30 +**Status**: Awaiting Approval diff --git a/openespi-common/src/main/resources/db/migration/V3__Create_additiional_Base_Tables.sql b/openespi-common/src/main/resources/db/migration/V3__Create_additiional_Base_Tables.sql index d3993ee0..559b4e8a 100644 --- a/openespi-common/src/main/resources/db/migration/V3__Create_additiional_Base_Tables.sql +++ b/openespi-common/src/main/resources/db/migration/V3__Create_additiional_Base_Tables.sql @@ -476,6 +476,16 @@ CREATE INDEX idx_customer_status ON customers (status); CREATE INDEX idx_customer_created ON customers (created); CREATE INDEX idx_customer_updated ON customers (updated); +-- Related Links Table for Customers +CREATE TABLE customer_related_links +( + customer_id CHAR(36) NOT NULL, + related_links VARCHAR(1024), + FOREIGN KEY (customer_id) REFERENCES customers (id) ON DELETE CASCADE +); + +CREATE INDEX idx_customer_related_links ON customer_related_links (customer_id); + -- Customer Agreement Table CREATE TABLE customer_agreements ( @@ -586,6 +596,16 @@ CREATE INDEX idx_customer_account_customer_id ON customer_accounts (customer_id) CREATE INDEX idx_customer_account_created ON customer_accounts (created); CREATE INDEX idx_customer_account_updated ON customer_accounts (updated); +-- Related Links Table for Customer Accounts +CREATE TABLE customer_account_related_links +( + customer_account_id CHAR(36) NOT NULL, + related_links VARCHAR(1024), + FOREIGN KEY (customer_account_id) REFERENCES customer_accounts (id) ON DELETE CASCADE +); + +CREATE INDEX idx_customer_account_related_links ON customer_account_related_links (customer_account_id); + -- Customer Account Notifications Table CREATE TABLE customer_account_notifications ( @@ -645,6 +665,15 @@ CREATE INDEX idx_epqs_summary_interval_start ON electric_power_quality_summaries CREATE INDEX idx_epqs_created ON electric_power_quality_summaries (created); CREATE INDEX idx_epqs_updated ON electric_power_quality_summaries (updated); +-- Related Links Table for Electric Power Quality Summaries +CREATE TABLE electric_power_quality_summary_related_links +( + electric_power_quality_summary_id CHAR(36) NOT NULL, + related_links VARCHAR(1024), + FOREIGN KEY (electric_power_quality_summary_id) REFERENCES electric_power_quality_summaries (id) ON DELETE CASCADE +); + +CREATE INDEX idx_epqs_related_links ON electric_power_quality_summary_related_links (electric_power_quality_summary_id); -- End Device Table CREATE TABLE end_devices @@ -763,6 +792,16 @@ CREATE TABLE meters CREATE INDEX idx_meters_form_number ON meters (form_number); +-- Related Links Table for Meters +CREATE TABLE meter_related_links +( + meter_id CHAR(36) NOT NULL, + related_links VARCHAR(1024), + FOREIGN KEY (meter_id) REFERENCES meters (id) ON DELETE CASCADE +); + +CREATE INDEX idx_meter_related_links ON meter_related_links (meter_id); + -- Phone Number Table CREATE TABLE phone_numbers (