Phase 18: CustomerAccount - ESPI 4.0 Schema Compliance Implementation Plan

Branch: feature/schema-compliance-phase-18-customer-account

Target: Full compliance with NAESB ESPI 4.0 customer.xsd CustomerAccount element sequence

Overview

CustomerAccount is a customer domain entity that extends Document (which extends IdentifiedObject). It represents an assignment of products and services purchased by a customer through a customer agreement, used for billing and payment.

XSD Schema Structure

customer.xsd CustomerAccount definition (lines 118-158):

<xs:complexType name="CustomerAccount">
  <xs:complexContent>
    <xs:extension base="Document">
      <xs:sequence>
        <xs:element name="billingCycle" type="String256" minOccurs="0"/>
        <xs:element name="budgetBill" type="String256" minOccurs="0"/>
        <xs:element name="lastBillAmount" type="Int48" minOccurs="0"/>
        <xs:element name="notifications" type="AccountNotification" minOccurs="0" maxOccurs="unbounded"/>
        <xs:element name="contactInfo" type="Organisation" minOccurs="0"/>
        <xs:element name="accountId" type="String256" minOccurs="0"/>
      </xs:sequence>
    </xs:extension>
  </xs:complexContent>
</xs:complexType>

customer.xsd Document base class (lines 819-872):

<xs:complexType name="Document">
  <xs:complexContent>
    <xs:extension base="IdentifiedObject">
      <xs:sequence>
        <xs:element name="type" type="String256" minOccurs="0"/>
        <xs:element name="authorName" type="String256" minOccurs="0"/>
        <xs:element name="createdDateTime" type="TimeType" minOccurs="0"/>
        <xs:element name="lastModifiedDateTime" type="TimeType" minOccurs="0"/>
        <xs:element name="revisionNumber" type="String256" minOccurs="0"/>
        <xs:element name="electronicAddress" type="ElectronicAddress" minOccurs="0"/>
        <xs:element name="subject" type="String256" minOccurs="0"/>
        <xs:element name="title" type="String256" minOccurs="0"/>
        <xs:element name="docStatus" type="Status" minOccurs="0"/>
      </xs:sequence>
    </xs:extension>
  </xs:complexContent>
</xs:complexType>

Complete Field Order (IdentifiedObject → Document → CustomerAccount)

IdentifiedObject fields (inherited):
- mRID (UUID in entity)
- description
- published
- selfLink
- upLink
- relatedLinks
Document fields (inherited):
- type
- authorName
- createdDateTime
- lastModifiedDateTime
- revisionNumber
- electronicAddress
- subject
- title
- docStatus
CustomerAccount fields (specific):
- billingCycle
- budgetBill
- lastBillAmount
- notifications (collection of AccountNotification)
- contactInfo (Organisation embedded object)
- accountId

Current State Analysis

Issues Found

CustomerAccountEntity.java (openespi-common/src/main/java/org/greenbuttonalliance/espi/common/domain/customer/entity/CustomerAccountEntity.java)

Missing Document Fields:

❌ authorName - Missing entirely
❌ electronicAddress - Missing (ElectronicAddress embedded type)
❌ docStatus - Missing (Status embedded type)

Incorrect Field Types:

❌ Line 130: contactInfo is String, should be Organisation embedded object
❌ Line 143: isPrePay is a custom field not in XSD (extension field, needs to be at end)

Field Order Issues:

❌ Document fields (lines 64-95) are not in XSD sequence order
❌ CustomerAccount fields (lines 103-136) are not in XSD sequence order
❌ Customer relationship field should not be in entity (relationship field, not XML serialized)

CustomerAccountDto.java (openespi-common/src/main/java/org/greenbuttonalliance/espi/common/dto/customer/CustomerAccountDto.java)

Critical Issues:

❌ Line 41-45: propOrder is completely wrong - doesn't match XSD element sequence
❌ Missing all Document base class fields except description
❌ Line 78-93: Fields are not in correct XSD order
❌ Line 80: accountNumber field doesn't exist in XSD (should be removed or marked as extension)
❌ Line 92: transactionDate field doesn't exist in XSD (should be removed)
❌ Line 98-103: Customer and CustomerAgreement relationships should not be embedded in DTO

Missing Fields:

❌ All Document fields: type, authorName, createdDateTime, lastModifiedDateTime, revisionNumber, electronicAddress, subject, title, docStatus
❌ CustomerAccount.contactInfo should be Organisation type, not String
❌ CustomerAccount.notifications collection

Task 1: Entity Updates

File: openespi-common/src/main/java/org/greenbuttonalliance/espi/common/domain/customer/entity/CustomerAccountEntity.java

Required Changes

Add Missing Document Fields (after line 95, before CustomerAccount fields):

/**
 * Name of the author of this document.
 */
@Column(name = "author_name", length = 256)
private String authorName;

/**
 * Electronic address.
 */
@Embedded
@AttributeOverrides({
    @AttributeOverride(name = "email1", column = @Column(name = "electronic_address_email1", length = 256)),
    @AttributeOverride(name = "email2", column = @Column(name = "electronic_address_email2", length = 256)),
    @AttributeOverride(name = "web", column = @Column(name = "electronic_address_web", length = 256)),
    @AttributeOverride(name = "radio", column = @Column(name = "electronic_address_radio", length = 256)),
    @AttributeOverride(name = "landLineNumber", column = @Column(name = "electronic_address_land_line", length = 256)),
    @AttributeOverride(name = "mobileNumber", column = @Column(name = "electronic_address_mobile", length = 256))
})
private ElectronicAddress electronicAddress;

/**
 * Status of this document. For status of subject matter this document represents
 * (e.g., Agreement, Work), use 'status' attribute.
 */
@Embedded
@AttributeOverrides({
    @AttributeOverride(name = "value", column = @Column(name = "doc_status_value", length = 256)),
    @AttributeOverride(name = "dateTime", column = @Column(name = "doc_status_date_time")),
    @AttributeOverride(name = "reason", column = @Column(name = "doc_status_reason", length = 256)),
    @AttributeOverride(name = "remark", column = @Column(name = "doc_status_remark", length = 256))
})
private Status docStatus;

Reorder Document Fields (lines 59-95) to match XSD sequence:

// Document fields (in XSD order)

/**
 * Type of this document.
 */
@Column(name = "document_type", length = 256)
private String type;

/**
 * Name of the author of this document.
 */
@Column(name = "author_name", length = 256)
private String authorName;

/**
 * Date and time that this document was created.
 */
@Column(name = "created_date_time")
private OffsetDateTime createdDateTime;

/**
 * Date and time that this document was last modified.
 */
@Column(name = "last_modified_date_time")
private OffsetDateTime lastModifiedDateTime;

/**
 * Revision number for this document.
 */
@Column(name = "revision_number", length = 256)
private String revisionNumber;

/**
 * Electronic address.
 */
@Embedded
@AttributeOverrides({...})
private ElectronicAddress electronicAddress;

/**
 * Subject of this document.
 */
@Column(name = "subject", length = 256)
private String subject;

/**
 * Title of this document.
 */
@Column(name = "title", length = 256)
private String title;

/**
 * Status of this document.
 */
@Embedded
@AttributeOverrides({...})
private Status docStatus;

Fix contactInfo Field Type (line 129-130):

// BEFORE (WRONG):
@Column(name = "contact_name", length = 256)
private String contactInfo;

// AFTER (CORRECT):
/**
 * [extension] Customer contact information used to identify individual
 * responsible for billing and payment of CustomerAccount.
 */
@Embedded
@AttributeOverrides({
    @AttributeOverride(name = "organisationName", column = @Column(name = "contact_org_name", length = 256)),
    @AttributeOverride(name = "streetAddress.streetDetail", column = @Column(name = "contact_street_detail", length = 256)),
    @AttributeOverride(name = "streetAddress.townDetail", column = @Column(name = "contact_town_detail", length = 256)),
    @AttributeOverride(name = "streetAddress.stateOrProvince", column = @Column(name = "contact_state_province", length = 256)),
    @AttributeOverride(name = "streetAddress.postalCode", column = @Column(name = "contact_postal_code", length = 256)),
    @AttributeOverride(name = "streetAddress.country", column = @Column(name = "contact_country", length = 256)),
    @AttributeOverride(name = "postalAddress.streetDetail", column = @Column(name = "contact_postal_street_detail", length = 256)),
    @AttributeOverride(name = "postalAddress.townDetail", column = @Column(name = "contact_postal_town_detail", length = 256)),
    @AttributeOverride(name = "postalAddress.stateOrProvince", column = @Column(name = "contact_postal_state_province", length = 256)),
    @AttributeOverride(name = "postalAddress.postalCode", column = @Column(name = "contact_postal_postal_code", length = 256)),
    @AttributeOverride(name = "postalAddress.country", column = @Column(name = "contact_postal_country", length = 256)),
    @AttributeOverride(name = "electronicAddress.email1", column = @Column(name = "contact_email1", length = 256)),
    @AttributeOverride(name = "electronicAddress.email2", column = @Column(name = "contact_email2", length = 256)),
    @AttributeOverride(name = "electronicAddress.web", column = @Column(name = "contact_web", length = 256))
})
private Organisation contactInfo;

Reorder CustomerAccount Fields (lines 97-136) to match XSD sequence:

// CustomerAccount specific fields (in XSD order)

/**
 * Cycle day on which the associated customer account will normally be billed.
 */
@Column(name = "billing_cycle", length = 256)
private String billingCycle;

/**
 * Budget bill code.
 */
@Column(name = "budget_bill", length = 256)
private String budgetBill;

/**
 * The last amount that will be billed to the customer prior to shut off of the account.
 */
@Column(name = "last_bill_amount")
private Long lastBillAmount;

/**
 * Set of customer account notifications.
 */
@ElementCollection(fetch = FetchType.LAZY)
@CollectionTable(name = "customer_account_notifications", joinColumns = @JoinColumn(name = "customer_account_id"))
private List<AccountNotification> notifications;

/**
 * [extension] Customer contact information.
 */
@Embedded
@AttributeOverrides({...})
private Organisation contactInfo;

/**
 * [extension] Customer account identifier.
 */
@Column(name = "account_id", length = 256)
private String accountId;

// Extension fields (not in XSD, must be at end)

/**
 * [extension] Indicates whether this customer account is a prepaid account.
 */
@Column(name = "is_pre_pay")
private Boolean isPrePay;

// Relationship fields (not serialized to XML)

/**
 * Customer that owns this account.
 */
@ManyToOne(fetch = FetchType.LAZY)
@JoinColumn(name = "customer_id")
private CustomerEntity customer;

Update toString() method to include new fields in correct order

Verification Checklist for Entity

Task 2: DTO Updates

File: openespi-common/src/main/java/org/greenbuttonalliance/espi/common/dto/customer/CustomerAccountDto.java

Required Changes

Completely Rewrite @XmlType propOrder (line 41-45):

@XmlType(name = "CustomerAccount", namespace = "http://naesb.org/espi/customer", propOrder = {
    // IdentifiedObject fields
    "description",
    // Document fields
    "type",
    "authorName",
    "createdDateTime",
    "lastModifiedDateTime",
    "revisionNumber",
    "electronicAddress",
    "subject",
    "title",
    "docStatus",
    // CustomerAccount fields
    "billingCycle",
    "budgetBill",
    "lastBillAmount",
    "notifications",
    "contactInfo",
    "accountId"
})

Add Missing Document Fields (after description, before current CustomerAccount fields):

@XmlElement(name = "type")
private String type;

@XmlElement(name = "authorName")
private String authorName;

@XmlElement(name = "createdDateTime")
private OffsetDateTime createdDateTime;

@XmlElement(name = "lastModifiedDateTime")
private OffsetDateTime lastModifiedDateTime;

@XmlElement(name = "revisionNumber")
private String revisionNumber;

@XmlElement(name = "electronicAddress")
private ElectronicAddress electronicAddress;

@XmlElement(name = "subject")
private String subject;

@XmlElement(name = "title")
private String title;

@XmlElement(name = "docStatus")
private Status docStatus;

Fix contactInfo Field Type (line 77):

// BEFORE (WRONG):
// contactInfo field doesn't exist in current DTO

// AFTER (CORRECT):
@XmlElement(name = "contactInfo")
private Organisation contactInfo;

Remove Non-XSD Fields:

// REMOVE these lines:
@XmlElement(name = "accountNumber")
private String accountNumber;

@XmlElement(name = "transactionDate")
private OffsetDateTime transactionDate;

@XmlElement(name = "Customer")
private CustomerDto customer;

@XmlElement(name = "CustomerAgreement")
@XmlElementWrapper(name = "CustomerAgreements")
private List<CustomerAgreementDto> customerAgreements;

Add notifications Collection:

@XmlElement(name = "AccountNotification")
@XmlElementWrapper(name = "notifications")
private List<AccountNotification> notifications;

Update Constructors to match new field list
Update Helper Methods (getSelfHref, getUpHref, generateSelfHref, generateUpHref)

Verification Checklist for DTO

Task 3: MapStruct Mapper Updates

File: openespi-common/src/main/java/org/greenbuttonalliance/espi/common/mapper/customer/CustomerAccountMapper.java

Required Changes

Add Missing Field Mappings:

@Mapping(source = "authorName", target = "authorName")
@Mapping(source = "electronicAddress", target = "electronicAddress")
@Mapping(source = "docStatus", target = "docStatus")
@Mapping(source = "contactInfo", target = "contactInfo")
@Mapping(source = "notifications", target = "notifications")

Update toDto() Method:

@Mapping(source = "id", target = "id")
@Mapping(source = "uuid", target = "uuid")
@Mapping(source = "description", target = "description")
@Mapping(source = "published", target = "published")
@Mapping(source = "type", target = "type")
@Mapping(source = "authorName", target = "authorName")
@Mapping(source = "createdDateTime", target = "createdDateTime")
@Mapping(source = "lastModifiedDateTime", target = "lastModifiedDateTime")
@Mapping(source = "revisionNumber", target = "revisionNumber")
@Mapping(source = "electronicAddress", target = "electronicAddress")
@Mapping(source = "subject", target = "subject")
@Mapping(source = "title", target = "title")
@Mapping(source = "docStatus", target = "docStatus")
@Mapping(source = "billingCycle", target = "billingCycle")
@Mapping(source = "budgetBill", target = "budgetBill")
@Mapping(source = "lastBillAmount", target = "lastBillAmount")
@Mapping(source = "notifications", target = "notifications")
@Mapping(source = "contactInfo", target = "contactInfo")
@Mapping(source = "accountId", target = "accountId")
@Mapping(target = "selfLink", ignore = true)
@Mapping(target = "upLink", ignore = true)
@Mapping(target = "relatedLinks", ignore = true)
CustomerAccountDto toDto(CustomerAccountEntity entity);

Update toEntity() Method with corresponding reverse mappings
Handle Embedded Object Mappings:
- ElectronicAddress mapping
- Organisation mapping
- Status mapping
- AccountNotification collection mapping

Verification Checklist for Mapper

All Document fields mapped (both directions)
All CustomerAccount fields mapped (both directions)
Embedded objects map correctly (ElectronicAddress, Organisation, Status)
Collections map correctly (notifications)
Link fields handled correctly (selfLink, upLink, relatedLinks)
No unmapped target property warnings in build
MapStruct generated code compiles

Task 4: Repository Updates

File: openespi-common/src/main/java/org/greenbuttonalliance/espi/common/repositories/customer/CustomerAccountRepository.java

Required Changes

Review Existing Queries:
- Keep ONLY queries using indexed fields
- Remove any custom queries not required for tests
Standard JpaRepository Methods (should remain):

public interface CustomerAccountRepository extends JpaRepository<CustomerAccountEntity, UUID> {
    // Standard methods: findById, findAll, save, delete, count, existsById

    // Custom queries ONLY if field is indexed
}

Current Indexed Fields (from Flyway migration)

id (primary key, UUID)
customer_id (foreign key to customer)
account_id (customer account identifier)
billing_cycle

Verification Checklist for Repository

Extends JpaRepository<CustomerAccountEntity, UUID>
Only indexed field queries present
No complex queries that would be better in service layer
All query methods have proper return types

Task 5: Service Updates

Files:

openespi-common/src/main/java/org/greenbuttonalliance/espi/common/service/customer/CustomerAccountService.java
openespi-common/src/main/java/org/greenbuttonalliance/espi/common/service/customer/impl/CustomerAccountServiceImpl.java

Required Changes

Review Service Interface (CustomerAccountService.java):
- Basic CRUD operations
- Any schema-compliant business logic
- No complex queries better suited for repository
Review Service Implementation (CustomerAccountServiceImpl.java):
- Field access order matches schema sequence
- Validation uses schema constraints
- Proper handling of embedded objects
Add Validation Methods (if needed):

public void validateCustomerAccount(CustomerAccountEntity account) {
    // Validate Document fields
    // Validate CustomerAccount fields
    // Validate embedded objects (electronicAddress, contactInfo, docStatus)
    // Validate notifications collection
}

Verification Checklist for Service

Service methods work with new Document fields
Embedded objects handled correctly in service logic
Collections handled correctly (notifications)
Validation aligns with XSD constraints
All service tests pass

Task 6: Flyway Migration Updates

Primary File: openespi-common/src/main/resources/db/migration/V3__Create_additiional_Base_Tables.sql

Required Changes

Add Missing Document Fields to customer_accounts Table:

-- Add after title column (around line 135)
ALTER TABLE customer_accounts ADD COLUMN author_name VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN electronic_address_email1 VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN electronic_address_email2 VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN electronic_address_web VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN electronic_address_radio VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN electronic_address_land_line VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN electronic_address_mobile VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN doc_status_value VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN doc_status_date_time TIMESTAMP WITH TIME ZONE;
ALTER TABLE customer_accounts ADD COLUMN doc_status_reason VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN doc_status_remark VARCHAR(256);

Fix contactInfo Column Structure:

-- Replace contact_name with Organisation embedded fields
ALTER TABLE customer_accounts DROP COLUMN contact_name;

ALTER TABLE customer_accounts ADD COLUMN contact_org_name VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_street_detail VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_town_detail VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_state_province VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_postal_code VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_country VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_postal_street_detail VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_postal_town_detail VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_postal_state_province VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_postal_postal_code VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_postal_country VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_email1 VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_email2 VARCHAR(256);
ALTER TABLE customer_accounts ADD COLUMN contact_web VARCHAR(256);

Verify Column Order Matches XSD:

-- Ensure columns are in this order (Document → CustomerAccount):
-- type, author_name, created_date_time, last_modified_date_time, revision_number,
-- electronic_address_*, subject, title, doc_status_*,
-- billing_cycle, budget_bill, last_bill_amount, (notifications in separate table),
-- contact_*, account_id, is_pre_pay

Verify customer_account_notifications Table exists and is correct
Update Indexes if needed:

CREATE INDEX IF NOT EXISTS idx_customer_account_billing_cycle ON customer_accounts (billing_cycle);
CREATE INDEX IF NOT EXISTS idx_customer_account_account_id ON customer_accounts (account_id);

Verification Checklist for Migration

All Document columns present
All CustomerAccount columns present
contactInfo as Organisation embedded (not String)
Column order matches XSD element sequence
customer_account_notifications table correct
Indexes created on appropriate columns
Migration runs without errors on H2, MySQL, PostgreSQL
Column names follow snake_case convention

Task 7: Testing

7.1 Unit Tests

File: openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/customer/CustomerAccountRepositoryTest.java

Required Tests:

Basic CRUD operations
Document field persistence
CustomerAccount field persistence
Embedded object persistence (ElectronicAddress, Organisation, Status)
AccountNotification collection persistence
Customer relationship
Validation constraints

7.2 DTO Marshalling Tests

File: openespi-common/src/test/java/org/greenbuttonalliance/espi/common/dto/customer/CustomerAccountDtoMarshallingTest.java (create new)

Required Tests:

@Test
@DisplayName("Should marshal CustomerAccount with all fields populated")
void shouldMarshalCustomerAccountWithAllFields() {
    // Create CustomerAccountDto with:
    // - All Document fields
    // - All CustomerAccount fields
    // - All embedded objects (ElectronicAddress, Organisation, Status)
    // - notifications collection

    // Marshal to XML
    // Verify field order matches customer.xsd
}

@Test
@DisplayName("Should marshal CustomerAccount with minimal data")
void shouldMarshalCustomerAccountWithMinimalData() {
    // Create with only required fields
    // Verify optional fields are omitted (not null elements)
}

@Test
@DisplayName("Should verify CustomerAccount field order matches customer.xsd")
void shouldVerifyCustomerAccountFieldOrder() {
    // Create comprehensive CustomerAccountDto
    // Marshal to XML
    // Parse XML and verify element positions
    // Document fields before CustomerAccount fields
}

@Test
@DisplayName("Should use correct Customer namespace prefix (cust:)")
void shouldUseCorrectCustomerNamespace() {
    // Verify xmlns:cust="http://naesb.org/espi/customer"
    // Verify cust: prefix on all elements
}

7.3 Integration Tests

Files:

openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/integration/CustomerAccountMySQLIntegrationTest.java (create new)
openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/integration/CustomerAccountPostgreSQLIntegrationTest.java (create new)

Required Tests:

Full CRUD operations with real MySQL/PostgreSQL databases
Document field persistence verification
CustomerAccount field persistence verification
Embedded objects persistence (ElectronicAddress, Organisation, Status)
AccountNotification collection persistence
Customer relationship persistence
Bulk operations (saveAll, deleteAll)

7.4 Migration Verification Tests

File: openespi-common/src/test/java/org/greenbuttonalliance/espi/common/MigrationVerificationTest.java

Add Tests:

@Test
@DisplayName("CustomerAccount entity with all embedded objects should work")
void customerAccountWithAllEmbeddedObjectsShouldWork() {
    // Test CustomerAccount with:
    // - All Document fields
    // - ElectronicAddress embedded
    // - Organisation embedded
    // - Status embedded
    // - AccountNotification collection
}

@Test
@DisplayName("CustomerAccount embedded objects should be null-safe")
void customerAccountEmbeddedObjectsShouldBeNullSafe() {
    // Test with null embedded objects
    // Should not throw exceptions
}

7.5 XSD Validation Tests

File: openespi-common/src/test/java/org/greenbuttonalliance/espi/common/xsd/CustomerAccountXsdValidationTest.java (create new)

Required Tests:

@Test
@DisplayName("Should validate marshalled CustomerAccount XML against customer.xsd")
void shouldValidateMarshalledXmlAgainstXsd() {
    // Marshal CustomerAccountDto to XML
    // Validate against customer.xsd using SchemaFactory
    // Assert no validation errors
}

Test Coverage Requirements

CustomerAccountRepositoryTest: 100% coverage of CRUD operations
CustomerAccountDtoMarshallingTest: All field orders verified
CustomerAccountMySQLIntegrationTest: Full CRUD with MySQL
CustomerAccountPostgreSQLIntegrationTest: Full CRUD with PostgreSQL
MigrationVerificationTest: CustomerAccount cases added
XSD validation passes for all test cases
All embedded object tests pass
All collection tests pass
All 609+ tests passing (existing + new)

Task 8: Commit, Push, PR

Pre-Commit Checklist

All 8 tasks completed
All files modified are listed below
Field order verified against customer.xsd
All tests passing (mvn test)
Integration tests passing with Docker (mvn verify -Pintegration-tests)
No compilation warnings
Code formatted consistently
JavaDoc updated for new/modified fields

Files to Commit

Entity & Domain:

openespi-common/src/main/java/org/greenbuttonalliance/espi/common/domain/customer/entity/CustomerAccountEntity.java

DTO:

openespi-common/src/main/java/org/greenbuttonalliance/espi/common/dto/customer/CustomerAccountDto.java

Mapper:

openespi-common/src/main/java/org/greenbuttonalliance/espi/common/mapper/customer/CustomerAccountMapper.java

Repository:

openespi-common/src/main/java/org/greenbuttonalliance/espi/common/repositories/customer/CustomerAccountRepository.java

Service:

openespi-common/src/main/java/org/greenbuttonalliance/espi/common/service/customer/CustomerAccountService.java
openespi-common/src/main/java/org/greenbuttonalliance/espi/common/service/customer/impl/CustomerAccountServiceImpl.java

Flyway Migration:

openespi-common/src/main/resources/db/migration/V3__Create_additiional_Base_Tables.sql

Tests:

openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/customer/CustomerAccountRepositoryTest.java
openespi-common/src/test/java/org/greenbuttonalliance/espi/common/dto/customer/CustomerAccountDtoMarshallingTest.java (new)
openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/integration/CustomerAccountMySQLIntegrationTest.java (new)
openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/integration/CustomerAccountPostgreSQLIntegrationTest.java (new)
openespi-common/src/test/java/org/greenbuttonalliance/espi/common/xsd/CustomerAccountXsdValidationTest.java (new)
openespi-common/src/test/java/org/greenbuttonalliance/espi/common/MigrationVerificationTest.java

Git Commands

# Create feature branch
git checkout main
git pull origin main
git checkout -b feature/schema-compliance-phase-18-customer-account

# Make all changes (Tasks 1-7)

# Stage all changes
git add openespi-common/src/main/java/org/greenbuttonalliance/espi/common/domain/customer/entity/CustomerAccountEntity.java
git add openespi-common/src/main/java/org/greenbuttonalliance/espi/common/dto/customer/CustomerAccountDto.java
git add openespi-common/src/main/java/org/greenbuttonalliance/espi/common/mapper/customer/CustomerAccountMapper.java
git add openespi-common/src/main/java/org/greenbuttonalliance/espi/common/repositories/customer/CustomerAccountRepository.java
git add openespi-common/src/main/java/org/greenbuttonalliance/espi/common/service/customer/CustomerAccountService.java
git add openespi-common/src/main/java/org/greenbuttonalliance/espi/common/service/customer/impl/CustomerAccountServiceImpl.java
git add openespi-common/src/main/resources/db/migration/V3__Create_additiional_Base_Tables.sql
git add openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/customer/CustomerAccountRepositoryTest.java
git add openespi-common/src/test/java/org/greenbuttonalliance/espi/common/dto/customer/CustomerAccountDtoMarshallingTest.java
git add openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/integration/CustomerAccountMySQLIntegrationTest.java
git add openespi-common/src/test/java/org/greenbuttonalliance/espi/common/repositories/integration/CustomerAccountPostgreSQLIntegrationTest.java
git add openespi-common/src/test/java/org/greenbuttonalliance/espi/common/xsd/CustomerAccountXsdValidationTest.java
git add openespi-common/src/test/java/org/greenbuttonalliance/espi/common/MigrationVerificationTest.java

# Verify staged files
git status

# Commit with detailed message
git commit -m "$(cat <<'EOF'
feat: ESPI 4.0 Schema Compliance - Phase 18: CustomerAccount

Comprehensive schema compliance updates for CustomerAccount entity and all
associated components to match NAESB ESPI 4.0 customer.xsd specification.

## Entity Changes (CustomerAccountEntity)
- Added missing Document base class fields: authorName, electronicAddress, docStatus
- Reordered Document fields to match XSD sequence
- Fixed contactInfo type from String to Organisation embedded object
- Reordered CustomerAccount fields to match XSD sequence
- Added proper @Embedded and @AttributeOverrides for all embedded objects

## DTO Changes (CustomerAccountDto)
- Complete rewrite of @XmlType propOrder to match XSD element sequence
- Added all missing Document fields (9 fields)
- Fixed contactInfo type to Organisation
- Added notifications collection
- Removed non-XSD fields (accountNumber, transactionDate)
- Removed embedded relationship objects (Customer, CustomerAgreements)

## Mapper Changes (CustomerAccountMapper)
- Added mappings for all Document fields
- Added mappings for embedded objects (ElectronicAddress, Organisation, Status)
- Added mapping for notifications collection
- Updated both toDto() and toEntity() methods

## Repository Updates (CustomerAccountRepository)
- Verified only indexed field queries present
- Maintained JpaRepository standard methods

## Service Updates
- Updated validation to handle new Document fields
- Updated business logic for embedded objects
- Verified field access order matches schema

## Flyway Migration Updates (V3__Create_additiional_Base_Tables.sql)
- Added missing Document columns (authorName, electronicAddress_*, docStatus_*)
- Fixed contactInfo from String to Organisation embedded columns
- Verified column order matches XSD element sequence
- Added appropriate indexes

## Testing
- Enhanced CustomerAccountRepositoryTest with embedded object tests
- Created CustomerAccountDtoMarshallingTest (3 tests) verifying field order
- Created CustomerAccountMySQLIntegrationTest (8 tests)
- Created CustomerAccountPostgreSQLIntegrationTest (8 tests)
- Created CustomerAccountXsdValidationTest for schema validation
- Enhanced MigrationVerificationTest with CustomerAccount cases
- All 650+ tests passing

## Schema Compliance
- ✅ Document base class field order matches customer.xsd
- ✅ CustomerAccount field order matches customer.xsd
- ✅ All embedded objects properly structured
- ✅ All collections properly mapped
- ✅ XML output validates against customer.xsd
- ✅ Namespace prefix (cust:) correctly applied

Related to Issue #28 Phase 18

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
EOF
)"

# Push to remote
git push origin feature/schema-compliance-phase-18-customer-account

# Create PR using GitHub CLI
gh pr create \
  --title "feat: ESPI 4.0 Schema Compliance - Phase 18: CustomerAccount" \
  --body "$(cat <<'EOF'
## Summary
Comprehensive schema compliance updates for CustomerAccount entity to match NAESB ESPI 4.0 customer.xsd specification.

## Changes
- **Entity**: Added missing Document fields, fixed field types and order
- **DTO**: Complete rewrite to match XSD element sequence
- **Mapper**: Added mappings for all new fields and embedded objects
- **Repository**: Verified query compliance
- **Service**: Updated validation and business logic
- **Migration**: Added missing columns, fixed contactInfo structure
- **Tests**: 5 new test files, enhanced existing tests

## Schema Compliance
✅ All Document base class fields present and ordered correctly
✅ All CustomerAccount fields present and ordered correctly
✅ contactInfo properly embedded as Organisation
✅ All embedded objects structured correctly
✅ XML validates against customer.xsd

## Test Results
- All 650+ tests passing
- Integration tests verified with MySQL 8.0 and PostgreSQL 18
- XSD validation passes

## Checklist
- [x] All 8 phase tasks completed
- [x] Field order matches customer.xsd exactly
- [x] All tests passing
- [x] Integration tests passing
- [x] XSD validation passing
- [x] No compilation warnings
- [x] Documentation updated

Related to #28
EOF
)" \
  --base main

Success Criteria

Phase 18 is complete when:

✅ CustomerAccountEntity has all Document + CustomerAccount fields in XSD order
✅ CustomerAccountDto has all fields in XSD propOrder
✅ contactInfo is Organisation type (not String)
✅ All embedded objects properly structured (ElectronicAddress, Organisation, Status)
✅ CustomerAccountMapper handles all fields correctly
✅ Flyway migration adds all missing columns
✅ All unit tests pass
✅ All integration tests pass (MySQL, PostgreSQL)
✅ XSD validation passes
✅ PR created and ready for review

Dependencies

Referenced By:

CustomerAgreement (Phase 21 - will reference CustomerAccount via Atom links)
Statement (Phase 19 - will reference CustomerAccount via Atom links)
Customer (Phase 20 - completed, references CustomerAccount via Atom links)

This Phase Must Complete Before:

Phase 19: Statement (needs CustomerAccount relationship)
Phase 21: CustomerAgreement (needs CustomerAccount relationship)

Estimated Effort

Task 1 (Entity): 2-3 hours
Task 2 (DTO): 2-3 hours
Task 3 (Mapper): 1-2 hours
Task 4 (Repository): 30 minutes
Task 5 (Service): 1 hour
Task 6 (Migration): 1-2 hours
Task 7 (Testing): 4-5 hours
Task 8 (Commit/PR): 30 minutes

Total: 12-17 hours

Notes

CustomerAccount extends Document (not directly IdentifiedObject)
Document has 9 fields that must all be present in entity and DTO
contactInfo is Organisation embedded object (complex nested structure)
ElectronicAddress embedded in Document.electronicAddress
Status embedded in Document.docStatus
AccountNotification is a separate @ElementCollection
isPrePay is an extension field (not in XSD) - must be at end with [extension] comment
Customer relationship is for JPA only - not serialized to XML

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PHASE_18_CUSTOMERACCOUNT_IMPLEMENTATION_PLAN.md

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PHASE_18_CUSTOMERACCOUNT_IMPLEMENTATION_PLAN.md

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Phase 18: CustomerAccount - ESPI 4.0 Schema Compliance Implementation Plan

Overview

XSD Schema Structure

Complete Field Order (IdentifiedObject → Document → CustomerAccount)

Current State Analysis

Issues Found

CustomerAccountEntity.java (openespi-common/src/main/java/org/greenbuttonalliance/espi/common/domain/customer/entity/CustomerAccountEntity.java)

CustomerAccountDto.java (openespi-common/src/main/java/org/greenbuttonalliance/espi/common/dto/customer/CustomerAccountDto.java)

Task 1: Entity Updates

Required Changes

Verification Checklist for Entity

Task 2: DTO Updates

Required Changes

Verification Checklist for DTO

Task 3: MapStruct Mapper Updates

Required Changes

Verification Checklist for Mapper

Task 4: Repository Updates

Required Changes

Current Indexed Fields (from Flyway migration)

Verification Checklist for Repository

Task 5: Service Updates

Required Changes

Verification Checklist for Service

Task 6: Flyway Migration Updates

Required Changes

Verification Checklist for Migration

Task 7: Testing

7.1 Unit Tests

7.2 DTO Marshalling Tests

7.3 Integration Tests

7.4 Migration Verification Tests

7.5 XSD Validation Tests

Test Coverage Requirements

Task 8: Commit, Push, PR

Pre-Commit Checklist

Files to Commit

Git Commands

Success Criteria

Dependencies

Estimated Effort

Notes