diff --git a/MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN.md b/MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN.md index cd23b90a..10f0cffb 100644 --- a/MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN.md +++ b/MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN.md @@ -14,7 +14,8 @@ This plan reviews domain entities in `/domain/usage`, `/domain/customer`, and `/ - **Jakarta EE**: 11 - **Maven**: 3.9+ - **MapStruct**: 1.6.3 -- **JAXB**: jakarta.xml.bind-api 4.x +- **Jackson 3 XML**: tools.jackson.dataformat:jackson-dataformat-xml:3.0.3 +- **Jackson JAXB Module**: tools.jackson.module:jackson-module-jakarta-xmlbind-annotations:3.0.3 - **TestContainers**: 1.20.x **Testing Framework:** @@ -28,8 +29,11 @@ This plan reviews domain entities in `/domain/usage`, `/domain/customer`, and `/ - `spring-boot-starter-restclient-test` **DTO Marshalling Approach:** -- **JAXB (Jakarta XML Binding)** - Selected for all 26 phases -- **Rationale**: Jackson 3.0 XML support is immature in Spring Boot 4.0; JAXB provides proven, stable XML schema compliance with strict XSD element sequencing +- **Jackson 3 (jackson-dataformat-xml)** with Jakarta XML Bind annotations - Selected for all 26 phases +- **Serialization Engine**: Jackson XmlMapper (jackson-dataformat-xml) +- **DTO Annotations**: Jakarta XML Bind (JAXB 3.0) annotations (jakarta.xml.bind.annotation.*) +- **Bridge Module**: jackson-module-jakarta-xmlbind-annotations (enables Jackson to process JAXB annotations) +- **Rationale**: Combines Jackson 3's modern features and performance with JAXB's standardized annotations, leveraging Spring Boot 4's managed dependencies **IMPORTANT:** All 26 phases are implemented against the Spring Boot 4.0 + Java 25 baseline established by PR #50 (merged 2025-12-29). @@ -68,12 +72,13 @@ This plan reviews domain entities in `/domain/usage`, `/domain/customer`, and `/ 1. **Entity Updates** (TimeConfigurationEntity.java): - Review field order against espi.xsd TimeConfiguration element sequence - Verify JPA annotations match schema constraints - - Ensure JAXB annotations align with XML element names and order - Update field JavaDoc to reference XSD documentation 2. **DTO Updates** (TimeConfigurationDto.java): - Match DTO field order to espi.xsd TimeConfiguration element sequence - - Verify JAXB annotations for XML marshalling + - Verify Jakarta XML Bind annotations for XML marshalling (jakarta.xml.bind.annotation.*) + - `@XmlRootElement`, `@XmlElement`, `@XmlAttribute`, `@XmlType(propOrder)` + - Jackson will process these annotations via jackson-module-jakarta-xmlbind-annotations - Add XSD constraint validation annotations 3. **MapStruct Mapper Updates** (TimeConfigurationMapper.java): @@ -104,8 +109,10 @@ This plan reviews domain entities in `/domain/usage`, `/domain/customer`, and `/ - Add `@AutoConfigureMockMvc` if using `@SpringBootTest` with web layer - **Integration Tests**: Add/update tests using TestContainers - TestContainers dependency: `org.testcontainers:testcontainers-junit-jupiter` (artifact ID changed in Spring Boot 4.0) - - **XML Marshalling Tests**: Create JAXB XML marshalling/unmarshalling tests + - **XML Marshalling Tests**: Create Jackson 3 XML marshalling/unmarshalling tests with JAXB annotations - Use pure JUnit 5 (no Spring Boot test dependencies required) + - Use Jackson XmlMapper for serialization (processes Jakarta XML Bind annotations) + - Ensure jackson-module-jakarta-xmlbind-annotations is available - Verify element sequence matches espi.xsd - Test round-trip serialization (marshal → unmarshal → verify equality) - **XSD Validation**: Validate generated XML against espi.xsd using schema validation @@ -735,11 +742,12 @@ This plan reviews domain entities in `/domain/usage`, `/domain/customer`, and `/ 1. **Entity Updates** (ProgramDateIdMappingsEntity.java): - Review field order against customer.xsd ProgramDateIdMappings element sequence - Verify JPA annotations match schema constraints - - Verify JAXB annotations align with XML element names and order 2. **DTO Updates** (ProgramDateIdMappingsDto.java): - Match DTO field order to customer.xsd ProgramDateIdMappings element sequence - - Verify JAXB annotations for XML marshalling + - Verify Jakarta XML Bind annotations for XML marshalling (jakarta.xml.bind.annotation.*) + - `@XmlRootElement`, `@XmlElement`, `@XmlAttribute`, `@XmlType(propOrder)` + - Jackson will process these annotations via jackson-module-jakarta-xmlbind-annotations 3. **MapStruct Mapper Updates** (ProgramDateIdMappingsMapper.java): - Update Entity-to-DTO conversion mapping @@ -1132,12 +1140,12 @@ This plan reviews domain entities in `/domain/usage`, `/domain/customer`, and `/ This 26-phase plan ensures comprehensive schema compliance review for all NAESB ESPI 4.0 domain entities and associated classes. Each phase focuses on a single entity and includes: 1. Entity field order verification against XSD schema -2. DTO field order verification and JAXB annotations +2. DTO field order verification with Jakarta XML Bind (JAXB 3.0) annotations 3. Bidirectional MapStruct mapper updates (Entity-to-DTO and DTO-to-Entity) 4. Repository query simplification (index fields only) 5. Service method schema compliance review 6. Flyway migration script updates (original scripts, no new scripts) -7. Comprehensive testing including XML marshalling/unmarshalling and XSD validation +7. Comprehensive testing including Jackson 3 XML marshalling/unmarshalling and XSD validation 8. Git workflow (branch, commit, push, PR merge) **Processing Order**: @@ -1165,8 +1173,11 @@ This 26-phase plan ensures comprehensive schema compliance review for all NAESB - `@AutoConfigureMockMvc` annotation required when using `@SpringBootTest` with web layer - **Integration Tests**: TestContainers for MySQL, PostgreSQL, H2 - Dependency: `org.testcontainers:testcontainers-junit-jupiter` (artifact ID changed from `junit-jupiter`) -- **XML Marshalling Tests**: JAXB XML marshalling/unmarshalling tests for ALL 26 phases +- **XML Marshalling Tests**: Jackson 3 XML marshalling/unmarshalling tests for ALL 26 phases - Pure JUnit 5 tests (no Spring Boot test dependencies needed) + - Use Jackson XmlMapper (from jackson-dataformat-xml) + - DTOs use Jakarta XML Bind annotations (jakarta.xml.bind.annotation.*) + - Requires jackson-module-jakarta-xmlbind-annotations module - Verify XSD element sequence compliance - Test round-trip serialization - **XSD Schema Validation**: diff --git a/openespi-common/DTO_APPROACH_COMPARISON.md b/openespi-common/DTO_APPROACH_COMPARISON.md index 8fdc909f..29dbd262 100644 --- a/openespi-common/DTO_APPROACH_COMPARISON.md +++ b/openespi-common/DTO_APPROACH_COMPARISON.md @@ -1,12 +1,52 @@ # DTO Approach Comparison: JAXB vs Jackson XML -**Status:** Phase 1 Prototype Evaluation -**Date:** 2025-12-26 -**Purpose:** Evaluate two alternative approaches for ESPI 4.0 DTO implementation across 26 phases +**Status:** ✅ **DECISION MADE** - Hybrid Approach (Jackson 3 Engine + JAXB Annotations) +**Original Evaluation Date:** 2025-12-26 +**Decision Date:** 2026-01-02 (PR #59) +**Purpose:** Archive of evaluation process for ESPI 4.0 DTO implementation --- -## Executive Summary +## 🎯 CHOSEN APPROACH: Jackson 3 with JAXB Annotations + +**Implementation:** PR #59 (merged 2026-01-02) + +The team chose a **hybrid approach** that combines the best of both worlds: + +### What Was Chosen +- **XML Serialization Engine**: Jackson 3 XmlMapper (`tools.jackson.dataformat:jackson-dataformat-xml:3.0.3`) +- **DTO Annotations**: Jakarta XML Bind (JAXB 3.0) annotations (`jakarta.xml.bind.annotation.*`) +- **Bridge Module**: `tools.jackson.module:jackson-module-jakarta-xmlbind-annotations:3.0.3` + +### Why This Approach +✅ **Modern Performance**: Jackson 3's high-performance serialization engine +✅ **Standard Annotations**: JAXB annotations remain the industry standard for XML mapping +✅ **No Annotation Rewrites**: Existing DTOs keep their JAXB annotations +✅ **Spring Boot 4.0 Ready**: Native Jackson 3 support in Spring Boot 4.0 +✅ **Records Compatible**: Works with both classes and Java Records +✅ **Proven**: Successfully implemented and tested in PR #59 + +### How It Works +```java +// DTOs use JAXB annotations (no change needed!) +@XmlRootElement(name = "IntervalBlock", namespace = "http://naesb.org/espi") +@XmlType(propOrder = {...}) +public record IntervalBlockDto(...) { } + +// Jackson XmlMapper processes JAXB annotations +XmlMapper xmlMapper = XmlMapper.xmlBuilder() + .annotationIntrospector(new JakartaXmlBindAnnotationIntrospector()) + .addModule(new JakartaXmlBindAnnotationModule()) + .build(); +``` + +**See:** `DtoExportServiceImpl.java:154-172` for complete implementation + +--- + +## Historical Evaluation Summary + +This section preserves the original evaluation that led to the decision. Both **JAXB (Jakarta XML Binding)** and **Jackson XML** approaches successfully: - ✅ Marshal/unmarshal TimeConfiguration XML correctly @@ -333,83 +373,84 @@ Time elapsed: 0.213 s --- -## Recommendations - -### For Senior Spring Boot Developer Consideration: +## ~~Recommendations~~ FINAL DECISION -**If prioritizing:** +### ✅ Chosen Approach: Hybrid (Jackson 3 + JAXB Annotations) -1. **Long-term Maintainability → Choose Jackson XML** - - 24% less code to maintain across 26 phases - - Immutability reduces bugs - - Aligned with Spring Boot 3.x/4.0 direction - - Modern recruitment advantage +The team chose **Option D: Hybrid Approach** (not originally listed) which provides: -2. **Short-term Delivery & Stability → Choose JAXB** - - Proven XSD compliance - - Team already familiar - - Matches existing pattern - - Lower risk for Phase 1 completion +**✅ Best of Both Worlds:** +1. **Jackson 3 Performance**: Modern, high-performance XML serialization engine +2. **JAXB Standard Annotations**: Keep industry-standard XML mapping annotations +3. **No Refactoring Required**: Existing DTOs continue using JAXB annotations +4. **Spring Boot 4.0 Ready**: Native Jackson 3 support +5. **XSD Compliance**: JAXB annotations ensure schema compliance -3. **ESPI XSD Strict Compliance → Choose JAXB** - - Built specifically for XML Schema - - Better validation tooling - - Industry standard for schema-first development +**✅ Addresses All Concerns:** +- **Maintainability**: Jackson 3 is the future for Spring Boot 4.0 +- **Stability**: JAXB annotations are proven and stable +- **Consistency**: All DTOs use same annotation style +- **Compliance**: JAXB annotations guarantee ESPI 4.0 XSD compliance +- **No Retraining**: Team continues using familiar JAXB annotations -### Decision Timeline +### Implementation Status -**Recommendation:** Make decision **now at Phase 1**, not after multiple phases are complete. +**✅ Completed (PR #59):** +- Jackson 3 XML dependencies added to `openespi-common/pom.xml` +- `DtoExportServiceImpl` updated with Jackson 3 XmlMapper configuration +- All existing DTOs continue using JAXB annotations (no changes needed) +- Integration tests passing with Jackson 3 serialization +- Production XML output verified against ESPI 4.0 schema -**If choosing Jackson XML:** -- Budget time to refactor existing DTOs (`UsagePointDto`, etc.) for consistency -- Create team training on Jackson XML annotations -- Update DTO_PATTERN_GUIDE.md with Jackson patterns - -**If choosing JAXB:** -- Accept higher LOC count across remaining 25 phases -- Document defensive copying patterns for byte arrays -- Plan future migration to Jackson if Spring Boot 4.0 shifts direction +**📋 Next Steps:** +- All 26 phases will use JAXB annotations on DTOs +- Jackson 3 XmlMapper handles serialization/deserialization +- See `MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN.md` for phase-by-phase plan --- -## Files for Review +## Implementation Files -### JAXB Implementation -- **DTO:** `src/main/java/org/greenbuttonalliance/espi/common/dto/usage/TimeConfigurationDto.java` -- **Tests:** `src/test/java/org/greenbuttonalliance/espi/common/dto/usage/TimeConfigurationDtoTest.java` -- **Mapper:** `src/main/java/org/greenbuttonalliance/espi/common/mapper/usage/TimeConfigurationMapper.java` +### Jackson 3 Configuration +- **Service:** `DtoExportServiceImpl.java` - XmlMapper configuration with JAXB annotation support +- **Dependencies:** `openespi-common/pom.xml` - Jackson 3 XML and JAXB module +- **Tests:** `DtoExportServiceImplTest.java` - Integration tests with sample XML output -### Jackson XML Implementation -- **DTO:** `src/main/java/org/greenbuttonalliance/espi/common/dto/usage/TimeConfigurationDtoJackson.java` -- **Tests:** `src/test/java/org/greenbuttonalliance/espi/common/dto/usage/TimeConfigurationDtoJacksonTest.java` -- **Dependencies:** Added `jackson-dataformat-xml` to `pom.xml` +### DTO Examples (Using JAXB Annotations) +- **IntervalBlockDto.java** - Record with JAXB annotations +- **UsagePointDto.java** - DTO with JAXB annotations +- **AtomEntryDto.java** - Atom wrapper with JAXB annotations -### Comparison Document -- **This file:** `DTO_APPROACH_COMPARISON.md` +### Sample Output +- **testdata.xml** - ESPI-compliant Atom XML produced by Jackson 3 ---- +### Planning Documents +- **MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN.md** - Updated with Jackson 3 approach +- **This file:** `DTO_APPROACH_COMPARISON.md` - Decision rationale -## Next Steps +--- -1. **Team Review:** Distribute this document for review -2. **Decision Meeting:** Schedule architecture discussion -3. **Consensus:** Choose one approach for all 26 phases -4. **Update Plan:** Modify `SPRING_BOOT_CONVERSION_PLAN.md` with chosen approach -5. **Phase 1 Completion:** Implement chosen approach for TimeConfiguration -6. **Phases 2-26:** Apply chosen pattern consistently +## Decision Rationale ---- +**Why Not Pure JAXB?** +- Requires JAXB runtime (javax.xml.bind implementation) +- Slower performance compared to Jackson 3 +- Not the direction of Spring Boot 4.0 -## Questions for Discussion +**Why Not Pure Jackson XML?** +- Would require rewriting all JAXB annotations to Jackson annotations +- Jackson XML annotations less mature for strict XSD compliance +- Team would need retraining on new annotation styles -1. How important is strict XSD validation vs code maintainability? -2. Are we comfortable requiring Java 17+ records? -3. Should we refactor existing DTOs for consistency? -4. What is the team's experience level with Jackson XML? -5. Do we expect ESPI schema changes that would benefit from JAXB's validation? +**Why Hybrid (Jackson 3 + JAXB Annotations)?** +- ✅ Jackson 3 processes JAXB annotations via bridge module +- ✅ Keep proven JAXB annotations for XSD compliance +- ✅ Gain Jackson 3 performance and Spring Boot 4.0 alignment +- ✅ Zero annotation rewrites needed +- ✅ Best long-term maintainability --- **Author:** Claude Sonnet 4.5 (Senior Spring Boot Architecture Consultant) -**Review Status:** Awaiting Team Decision +**Review Status:** ✅ **DECISION MADE AND IMPLEMENTED** (PR #59, merged 2026-01-02) **Impact:** High (affects all 26 DTO implementation phases) diff --git a/openespi-common/PR50_MULTI_PHASE_IMPACT.md b/openespi-common/PR50_MULTI_PHASE_IMPACT.md index 0d864eda..88a31c00 100644 --- a/openespi-common/PR50_MULTI_PHASE_IMPACT.md +++ b/openespi-common/PR50_MULTI_PHASE_IMPACT.md @@ -2,7 +2,28 @@ **Date:** 2025-12-29 **Critical Issue:** PR #50 performs FULL PROJECT CONVERSION to Spring Boot 4.0 + Java 25 -**Status:** 🔴 **BLOCKS PHASE 1 DECISION** - Must validate against Spring Boot 4.0 +**Original Status:** 🔴 **BLOCKS PHASE 1 DECISION** - Must validate against Spring Boot 4.0 + +--- + +## ✅ RESOLUTION (2026-01-02) + +**PR #50 Status:** ✅ Merged (2025-12-29) +**DTO Decision Status:** ✅ Made and Implemented (PR #59, merged 2026-01-02) + +**Final Decision:** +- **Approach**: Jackson 3 XmlMapper + JAXB annotations (hybrid approach) +- **Rationale**: Best of both worlds - Jackson 3 performance + JAXB standard annotations +- **Implementation**: See `DtoExportServiceImpl.java` and `DTO_APPROACH_COMPARISON.md` +- **Validated**: Successfully tested on Spring Boot 4.0.1 + Java 25 + +**Documentation Updated:** +- ✅ MULTI_PHASE_SCHEMA_COMPLIANCE_PLAN.md - Updated with Jackson 3 approach +- ✅ DTO_APPROACH_COMPARISON.md - Decision documented with rationale + +--- + +## Historical Context (Pre-Resolution) ---