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+# Phase 2: Code Review & Baseline Summary
+
+**Date**: 2025-12-31
+**Branch**: `feature/schema-compliance-phase-2-baseline`
+**Status**: In Progress
+
+---
+
+## Baseline Test Results
+
+**Test Execution**: `mvn clean test > test-baseline-phase2.log 2>&1`
+
+```
+Tests run: 545
+Failures: 1 (pre-existing)
+Errors: 0
+Skipped: 2
+Pass rate: 544/545 (99.8%)
+```
+
+**Pre-existing Failure** (unchanged from Phase 1):
+- `SubscriptionRepositoryTest.shouldSaveSubscriptionWithLifecycleFields`
+  - Error: "Expecting actual: 23 to be less than: 0"
+  - Status: Unrelated to schema compliance work
+
+---
+
+## selfLink/upLink Usage Analysis
+
+### Summary by Layer
+
+| Layer | Files with selfLink/upLink | Occurrences |
+|-------|---------------------------|-------------|
+| Service | 0 | 0 |
+| Entity | 2 | 14 |
+| DTO | 12 | 54 |
+| Mapper | Unknown | 64 |
+| Test | 1 | 4 |
+
+### Entity Layer (2 files, 14 occurrences)
+
+1. **IdentifiedObject.java** (base class)
+   - Defines `selfLink` and `upLink` fields for all entities extending it
+   - This is correct - IdentifiedObject is the base class for ESPI resources
+
+2. **CustomerAccountEntity.java**
+   - Uses `@AttributeOverride` to customize column names for inherited selfLink/upLink
+   - This is normal JPA mapping, no special handling needed
+
+### DTO Layer (12 files with selfLink/upLink)
+
+**DTOs that HAVE selfLink/upLink** (need removal for non-IdentifiedObject entities):
+
+1. ✅ **IntervalReadingDto** - NEEDS REMOVAL (doesn't extend IdentifiedObject in spec)
+2. ✅ **ReadingQualityDto** - NEEDS REMOVAL (doesn't extend IdentifiedObject in spec)
+3. ✅ **StatementRefDto** - NEEDS REMOVAL (doesn't extend IdentifiedObject in spec)
+4. **IntervalBlockDto** - Keep (extends IdentifiedObject in spec)
+5. **CustomerAccountDto** - Keep (extends IdentifiedObject in spec)
+6. **CustomerAgreementDto** - Keep (extends IdentifiedObject in spec)
+7. **EndDeviceDto** - Keep (extends IdentifiedObject in spec)
+8. **MeterDto** - Keep (extends IdentifiedObject in spec)
+9. **ProgramDateIdMappingsDto** - Keep (extends IdentifiedObject in spec)
+10. **ServiceLocationDto** - Keep (extends IdentifiedObject in spec)
+11. **StatementDto** - Keep (extends IdentifiedObject in spec)
+12. **UsageSummaryDto** - Keep (extends IdentifiedObject in spec)
+
+**DTOs that CORRECTLY LACK selfLink/upLink** (already compliant):
+
+1. ✅ **PnodeRefDto** - Correct (doesn't extend IdentifiedObject)
+2. ✅ **AggregatedNodeRefDto** - Correct (doesn't extend IdentifiedObject)
+3. ✅ **ServiceDeliveryPointDto** - Correct (doesn't extend IdentifiedObject)
+
+**DTOs Not Found** (embedded entities, not standalone resources):
+
+1. ✅ **LineItemDto** - NO DTO (embedded in UsageSummary)
+2. ✅ **BatchListDto** - NO DTO (special case entity)
+3. ✅ **PhoneNumberDto** - NO DTO (embedded in Customer)
+
+### Test Layer (1 file, 4 occurrences)
+
+**IntervalBlockRepositoryTest.java**:
+- Line 445-448: Sets `selfLink` on IntervalBlockEntity
+- This is OK - IntervalBlock DOES extend IdentifiedObject
+- No changes needed for this test
+
+---
+
+## Entity Review Status
+
+### Entities That SHOULD NOT Extend IdentifiedObject (11 total)
+
+From the ESPI 4.0 XSD schema audit:
+
+| Entity | Entity File | DTO File | DTO Has Links | Status |
+|--------|------------|----------|---------------|--------|
+| 1. IntervalReading | ✅ Exists | ✅ Exists | ✅ YES | **Needs DTO refactoring** |
+| 2. ReadingQuality | ✅ Exists | ✅ Exists | ✅ YES | **Needs DTO refactoring** |
+| 3. LineItem | ✅ Exists | ❌ N/A (embedded) | N/A | **Needs entity-only refactoring** |
+| 4. PnodeRef | ✅ Exists | ✅ Exists | ❌ NO | **Already compliant!** |
+| 5. AggregatedNodeRef | ✅ Exists | ✅ Exists | ❌ NO | **Already compliant!** |
+| 6. ServiceDeliveryPoint | ✅ Exists | ✅ Exists | ❌ NO | **Already compliant!** |
+| 7. BatchList | ✅ Exists | ❌ N/A (special) | N/A | **Needs entity-only refactoring** |
+| 8. StatementRef | ✅ Exists | ✅ Exists | ✅ YES | **Needs DTO refactoring** |
+| 9. PhoneNumber | ✅ Exists | ❌ N/A (embedded) | N/A | **Needs entity-only refactoring** |
+| 10. RetailCustomer | ✅ Exists | ✅ Exists | ❓ TBD | **SPECIAL CASE - Keep IdentifiedObject** |
+| 11. Subscription | ✅ Exists | ✅ Exists | ❓ TBD | **SPECIAL CASE - Keep IdentifiedObject** |
+
+---
+
+## Key Findings
+
+### Good News ✅
+
+1. **Service Layer**: NO usage of selfLink/upLink - refactoring won't impact services
+2. **3 DTOs Already Compliant**: PnodeRefDto, AggregatedNodeRefDto, ServiceDeliveryPointDto already correctly lack selfLink/upLink
+3. **Test Impact Minimal**: Only 1 test file references selfLink/upLink, and it's for a valid IdentifiedObject entity
+4. **No @ElementCollection Usage Found Yet**: Need to verify where @ElementCollection is used for the 11 entities
+
+### Refactoring Scope 🔨
+
+**Entities Needing Refactoring** (6 total):
+
+1. **IntervalReading** - DTO + Entity + Mapper
+2. **ReadingQuality** - DTO + Entity + Mapper
+3. **LineItem** - Entity only (no DTO)
+4. **BatchList** - Entity only (no DTO)
+5. **PhoneNumber** - Entity only (no DTO)
+6. **StatementRef** - DTO + Entity + Mapper
+
+**Already Compliant** (3 entities):
+- PnodeRef
+- AggregatedNodeRef
+- ServiceDeliveryPoint
+
+**@ElementCollection Usage**:
+- Only 4 entities use @ElementCollection (ApplicationInformation, BatchList, CustomerAccount, CustomerAgreement)
+- They use it for OTHER collections (e.g., batch_list_resources), NOT for related_links
+- The 11 entities inherit related_links from IdentifiedObject (stored in separate tables)
+
+**Work Remaining**:
+
+1. **3 DTOs Need Link Removal**: IntervalReadingDto, ReadingQuality Dto, StatementRefDto
+2. **6 Entities Need IdentifiedObject Removal**: All 6 entities listed above
+3. **Mapper Layer Review**: 64 occurrences of selfLink/upLink in mappers need detailed review
+4. **Repository Tests**: Need to review tests for the 6 entities that will change
+
+---
+
+## Phase 2 Complete - Final Summary
+
+### Comprehensive Review Completed ✅
+
+**Mapper Analysis**: ✅ All 64 occurrences reviewed
+- 14 mapper files analyzed
+- ALL mappers use `@Mapping(ignore = true)` pattern
+- Only 3 mappers need changes (remove ignore annotations)
+- Detailed analysis: `PHASE_2_MAPPER_ANALYSIS.md`
+
+**Repository Test Review**: ✅ Complete
+- 3 repository tests found (AggregatedNodeRef, BatchList, LineItem)
+- **ZERO references to selfLink/upLink in any tests**
+- 7 test files total use our 6 entities
+- Test impact: MINIMAL
+
+**Integration Test Review**: ✅ Complete
+- Searched all test files for entity + link references
+- **ZERO cross-references found**
+- No integration test updates needed
+
+**Refactoring Checklists**: ✅ Created
+- Per-entity detailed checklists created
+- File-by-file change lists documented
+- Refactoring order recommended
+- Document: `PHASE_2_REFACTORING_CHECKLISTS.md`
+
+### Key Discoveries
+
+1. **Mappers Already Ignore Links**: ALL 14 mappers use `@Mapping(target = "selfLink", ignore = true)` - refactoring is just removing these annotations
+
+2. **Zero Test Impact**: Not a single test references selfLink/upLink for our 6 entities - extremely low risk refactoring
+
+3. **AggregatedNodeRef Partially Compliant**: DTO already correct (no selfLink/upLink), only entity needs fixing
+
+4. **No DTOs for 3 Entities**: LineItem, BatchList, PhoneNumber have no standalone DTOs (embedded entities)
+
+5. **@ElementCollection Not Used for Links**: Only 4 entities use @ElementCollection, for OTHER collections, not related_links
+
+### Refactoring Scope - Final
+
+| Complexity | Entities | Changes Needed |
+|-----------|----------|----------------|
+| **Low** | 5 entities | PhoneNumber, LineItem, BatchList, AggregatedNodeRef, ReadingQuality |
+| **Medium** | 1 entity | IntervalReading (most test usage) |
+
+**Total Effort Estimate**: 2-4 hours for all 6 entities
+
+### Next Phase Options
+
+1. **Recommended: Start Pilot Refactoring**
+   - Begin with entity-only refactoring (PhoneNumber, LineItem, BatchList)
+   - Low risk, quick wins
+   - Validates approach before complex entities
+
+2. **Alternative: Phase 3 (Remove Special Case Tables)**
+   - Remove retail_customer_related_links and subscription_related_links tables
+   - Independent from entity refactoring
+   - Can be done in parallel
+
+### Documentation Created
+
+- ✅ `PHASE_2_CODE_REVIEW_SUMMARY.md` - This file
+- ✅ `PHASE_2_MAPPER_ANALYSIS.md` - Comprehensive mapper review
+- ✅ `PHASE_2_REFACTORING_CHECKLISTS.md` - Per-entity refactoring guide
+
+---
+
+## Notes
+
+- Java 25 now set as default via sdkman
+- Maven successfully using Java 25.0.1 (Zulu25.30+17-CA)
+- No JAVA_HOME export needed in future commands