# Legacy Alignment — Completion Report

**Date**: 2026-02-10
**Status**: ALL 7 SPRINTS COMPLETE
**Deployed**: Backend `5f611e7`, Frontend `5f611e7`

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## Summary

Analyzed 556 tables from legacy SQL Server EvolutionPro system and aligned the new PostgreSQL-based SPB platform for full architectural compatibility. Implemented a two-table operations model, imported 38,485 rows of legacy reference data, mapped 58 legacy status codes, and refactored all controllers.

## Architecture Decision

**Two-table model** (replaces 12 separate operation tables):
- `spb_operations`: Parent table — 1 row per financial operation
- `bacen_messages`: Child table — N messages per operation linked by `operation_id` FK

## Sprint Summary

| Sprint | Description | Key Changes |
|--------|-------------|-------------|
| 1 | Schema + ISPB rename | Created `spb_operations` table, renamed `institution_ispb` → `sender_ispb`/`receiver_ispb` across 62+ files |
| 2 | Legacy reference data | Imported 5,314 error codes, 9,473 tariffs, 829 holidays, 1,448 message configs, 21,417 tag definitions |
| 3 | Status mapping | Created `legacy_status_mapping` table, mapped 58 integer status codes → string states with hex colors |
| 4 | LifecycleEngine refactor | Dual-write to both tables, controllers query `spb_operations` exclusively |
| 5 | Frontend alignment | Updated admin + operator TransactionsView with amount column, legacy state labels |
| 6 | Cleanup | Dropped 12 empty legacy tables, removed ALTER TABLE hacks from application.ex (-225 lines net) |
| 7 | Deploy + E2E verify | Built + deployed, applied live DB migrations, verified all APIs + frontend |

## Database Changes

### New Tables
- `spb_operations` — 16,330+ rows, 14 indexes, parent for all operations
- `legacy_status_mapping` — 14 rows mapping legacy integer codes to string states
- `message_type_config` — 1,448 rows from legacy MSG_TipoMensagemConfig
- `message_tag_definitions` — 21,417 rows from legacy MSG_TagDefinicaoMensagem
- `operation_status_catalog` — 58 rows (expanded with legacy_code + hex_color)

### Dropped Tables (12)
str_transfers, lpi_operations, settlements, forex_operations, securities_operations,
cash_operations, cir_operations, slb_operations, sme_operations, custody_operations,
fixed_income_operations, other_operations

### Schema Changes
- `bacen_messages`: Added `sender_ispb`, `receiver_ispb`, `message_sequence`, `amount`, `control_number_clearing`, `integration_level`, `mq_timestamp`, `origin_system`; `institution_ispb` made nullable with sync trigger
- `operation_status_catalog`: Added `legacy_code`, `hex_color` columns

## Controllers Refactored

| Controller | Changes |
|-----------|---------|
| `operations_controller.ex` | Full rewrite — all queries use `spb_operations`, removed 15 dead functions (-225 lines) |
| `admin_controller.ex` | `pending_operations` + `pre_close_checks` use `spb_operations`, removed dead `build_txn_filter` |
| `clearings_controller.ex` | Full rewrite — counts + recent activity from `spb_operations` |
| `reports_controller.ex` | `reserve_statement` + `message_stats` query `spb_operations` |
| `vistos_controller.ex` | `update_operation_status` always updates `spb_operations` |
| `application.ex` | Removed `ensure_lifecycle_columns/0` (67 lines of ALTER TABLE hacks) |

## E2E Verification Results

### Lifecycle Test (4 scenarios)
| Scenario | Events | Final State | Status |
|----------|--------|-------------|--------|
| success | 6 | r2_confirmed | PASS |
| r1_reject | 5 | r1_rejected | PASS |
| timeout | 4 | cod_received | PASS |
| partial | 3 | coa_received | PASS |

### API Endpoints
- `/api/transactions` — 16,330 operations from `spb_operations`
- `/api/messages` — 40,643 messages
- `/api/messages/:id` — detail with full message info
- `/api/messages/:id/timeline` — lifecycle timeline with events
- `/health` — OK

### Frontend (browser-verified)
- Dashboard: stats, clearings status, daily volume chart
- Transactions: 16,330 records with localized state labels
- Messages: 40,643 records with legacy status codes
- Message detail: state transitions + lifecycle timeline + XML content

## Commits

| Commit | Description |
|--------|-------------|
| `5bd5633` | Sprint 1 — spb_operations table + ISPB rename backend |
| `c9a1b00` | Sprint 1 — ISPB rename frontend (12 files) |
| `3c01c87` | Sprint 2 — import 38,485 rows legacy reference data |
| `940f3b8` | Sprints 3-6 — status mapping, two-table refactor, cleanup |
| `5f611e7` | Sprint 7 — institution_ispb fix + deploy verification |

## Live DB Fixes Applied (via RPC)
- `institution_ispb` made nullable + trigger to sync from `sender_ispb`
- CloudWalk institution (ISPB 18189547) inserted into `institutions` table
- 40,639 operations backfilled from `bacen_messages` into `spb_operations`
- All Sprint 1-3 schema migrations applied