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Summary

Complete rebuild of UsageSummary entity, DTOs, and mappers to achieve full ESPI 4.0 XSD compliance (espi.xsd:806-939). This phase adds all missing fields, reorders existing fields to match XSD sequence, and implements proper collection management for tariff rider references.

Entity Changes

  • ✅ Added 5 missing fields to UsageSummaryEntity:
    • commodity (Integer) - CommodityKind enumeration
    • tariffProfile (String 256) - Tariff schedule structure
    • readCycle (String 256) - Meter read cycle day
    • tariffRiderRefs (List) - Rate options collection
    • billingChargeSource (BillingChargeSource) - Billing source information
  • ✅ Reordered all 25 entity fields to match XSD sequence exactly (espi.xsd:816-935)
  • ✅ Added helper methods: addTariffRiderRef(), removeTariffRiderRef()
  • ✅ Updated merge(), unlink(), and toString() methods

New Domain Objects

  • TariffRiderRefEntity - Object-based entity (Long ID with auto-increment)
    • Fields: riderType, enrollmentStatus, effectiveDate
    • Per ESPI 4.0 XSD (espi.xsd:1602-1627)
    • Belongs to TariffRiderRefs collection in UsageSummary
  • BillingChargeSource - Embeddable value object
    • Field: agencyName (String 256)
    • Per ESPI 4.0 XSD (espi.xsd:1628-1643)

DTO Changes

  • ✅ Completely rebuilt UsageSummaryDto with all 32 fields in XSD order
  • ✅ Added all 10 SummaryMeasurement DTO fields:
    • overallConsumptionLastPeriod
    • currentBillingPeriodOverAllConsumption
    • currentDayLastYearNetConsumption
    • currentDayNetConsumption
    • currentDayOverallConsumption
    • peakDemand
    • previousDayLastYearOverallConsumption
    • previousDayNetConsumption
    • previousDayOverallConsumption
    • ratchetDemand
  • ✅ Added ratchetDemandPeriod (DateTimeIntervalDto)
  • ✅ Added costAdditionalDetailLastPeriod collection (List)
  • ✅ Fixed statusTimeStamp type: OffsetDateTime → Long (TimeType, epoch seconds)
  • ✅ Created BillingChargeSourceDto for XML marshalling

Mapper Changes

  • ✅ Created TariffRiderRefMapper with bidirectional entity/DTO conversion
  • ✅ Added collection conversion methods with @nAmed qualifiers:
    • tariffRiderRefsDtoToEntityList - Unwraps TariffRiderRefsDto to List
    • entityListToTariffRiderRefsDto - Wraps List in TariffRiderRefsDto
  • ✅ Updated UsageSummaryMapper with all new field mappings
  • ✅ Added SummaryMeasurementMapper, LineItemMapper, TariffRiderRefMapper dependencies

Database Migrations

  • ✅ Added tariff_rider_refs table to V2 migrations (MySQL, PostgreSQL, H2):
    • Primary key: BIGSERIAL/AUTO_INCREMENT (Long ID)
    • Fields: rider_type, enrollment_status, effective_date
    • Foreign key to usage_summaries with CASCADE delete
    • Indexes on usage_summary_id, rider_type, enrollment_status
  • ✅ Added 4 new columns to usage_summaries table:
    • commodity (INTEGER)
    • tariff_profile (VARCHAR 256)
    • read_cycle (VARCHAR 256)
    • billing_charge_source_agency_name (VARCHAR 256)
  • ✅ Added indexes for new columns

Test Updates

  • ✅ Updated TestApplication @EntityScan to include domain.common package
  • ✅ All 533 tests passing (0 failures, 0 errors, 0 skipped)
  • ✅ Flyway migrations apply cleanly to H2, MySQL, and PostgreSQL

Test Plan

  • All entity fields match XSD sequence (espi.xsd:816-935)
  • TariffRiderRefEntity properly maps to tariff_rider_refs table
  • BillingChargeSource embedded correctly in usage_summaries table
  • UsageSummaryDto includes all 25 XSD fields
  • MapStruct mappers handle all field conversions
  • Flyway migrations apply successfully
  • All repository tests pass
  • Entity persistence and retrieval work correctly
  • Collection management (tariffRiderRefs) works properly

Migration Notes

Important: This PR modifies existing V2 Flyway migrations. In development environments, clear Flyway's schema history before applying:

-- For H2 test databases (automatic with clean-on-validation-error: true)
-- For MySQL/PostgreSQL development:
DELETE FROM flyway_schema_history WHERE version = '2';

Related Issues

Closes #28


🤖 Generated with Claude Code

dfcoffin and others added 2 commits January 13, 2026 18:16
Complete rebuild of UsageSummary entity, DTOs, and mappers to achieve
full ESPI 4.0 XSD compliance (espi.xsd:806-939).

Entity Changes:
- Added 5 missing fields to UsageSummaryEntity (commodity, tariffProfile,
  readCycle, tariffRiderRefs collection, billingChargeSource)
- Reordered all 25 fields to match XSD sequence exactly
- Added helper methods for tariffRiderRefs collection management

New Domain Objects:
- TariffRiderRefEntity (Object-based, Long ID with auto-increment)
- BillingChargeSource (embeddable value object)

DTO Changes:
- Completely rebuilt UsageSummaryDto with all 32 fields in XSD order
- Added all 10 SummaryMeasurement DTO fields (consumption summaries)
- Added ratchetDemandPeriod, costAdditionalDetailLastPeriod collection
- Fixed statusTimeStamp type from OffsetDateTime to Long (TimeType)
- Created BillingChargeSourceDto for XML marshalling

Mapper Changes:
- Created TariffRiderRefMapper with collection conversion methods
- Updated UsageSummaryMapper with all new field mappings
- Added proper @nAmed qualifiers for TariffRiderRefs wrapper conversion

Database Migrations:
- Added tariff_rider_refs table to V2 migrations (MySQL, PostgreSQL, H2)
- Added 4 new columns to usage_summaries table (commodity, tariffProfile,
  readCycle, billingChargeSource.agencyName)
- Added indexes for new columns and foreign key relationships

Test Updates:
- Updated TestApplication @EntityScan to include domain.common package
- All 533 tests passing with Phase 11 changes

Related Issues: #28

Co-Authored-By: Claude Sonnet 4.5 <[email protected]>
Fixes CI/CD test failures caused by TariffRiderRefEntity not being found
in the persistence unit. This entity is located in the domain.common
package which was missing from the @EntityScan configuration.

The same fix was previously applied to TestApplication.java during Phase 11
development, but DataCustodianApplication.java was overlooked.

Resolves ApplicationStartupIntegrationTest and DataCustodianApplicationTest
context loading failures in PR #77.

Co-Authored-By: Claude Sonnet 4.5 <[email protected]>
@dfcoffin dfcoffin merged commit 1a4b309 into main Jan 14, 2026
5 checks passed
@dfcoffin dfcoffin deleted the feature/schema-compliance-phase-11-usage-summary branch January 14, 2026 03:22
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Review Current Usage and Customer Entity Classes to ensure they match their ESPI Schema XSD files

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