Java migration foundation + HISTLD00 reference vertical slice

java/.gitignore

@@ -0,0 +1 @@
+target/

java/MIGRATION.md

@@ -0,0 +1,140 @@
+# COBOL → Java Migration Guide
+
+This directory contains the Java migration of the Enterprise COBOL Investment
+Portfolio Management System. The original COBOL source remains under `src/`
+for reference. The first vertical slice migrated end-to-end is **HISTLD00**
+(Position History DB2 Load), which establishes the conventions below for all
+subsequent programs.
+
+## Project layout
+
+```
+java/
+├── pom.xml                          Maven, Java 17, Spring Boot 3 (Batch + Data JPA + H2)
+└── src/main/java/com/portfolio/
+    ├── model/copybook/              Step 1: copybook record layouts → POJOs
+    ├── domain/                      Step 2: DB2 DDL + VSAM KSDS → JPA entities
+    ├── repository/                  Spring Data JPA repositories
+    ├── common/                      Step 3: DB2CONN/DB2CMT/ERRPROC migrations
+    └── batch/                       Step 4: HISTLD00 Spring Batch job
+```
+
+## Mapping conventions
+
+### Copybook → class (`model/copybook/`)
+
+Each `01` record layout in `src/copybook/` becomes one Java class with the
+same field names (COBOL-CASE → camelCase) and the original PIC clause
+preserved in Javadoc. Level-88 condition names and constant copybooks
+(BCHCON, COMMON) become `public static final` constants. `OCCURS n TIMES`
+tables become `List<NestedType>`.
+
+| COBOL | Java |
+|---|---|
+| `HISTREC` | `HistoryRecord` |
+| `BCHCTL` | `BatchControlRecord` |
+| `BCHCON` | `BatchControlConstants` |
+| `CKPRST` | `CheckpointControl` |
+| `PRCSEQ` | `ProcessSequenceRecord` |
+| `TRNREC` | `TransactionRecord` |
+| `POSREC` | `PositionRecord` |
+| `PORTFLIO` | `PortfolioRecord` |
+| `AUDITLOG` | `AuditRecord` |
+| `RTNCODE`/`RETHND` | `ReturnCodeArea` |
+| `ERRHAND` | `ErrorMessage` |
+| `PORTVAL` | `PortfolioValidation` |
+| `SQLCA` | `SqlStatusCodes` (constants only — see below) |
+| `DBTBLS` (host variables) | JPA entities in `domain/` |
+
+### PIC → Java type
+
+| COBOL PIC | Java type |
+|---|---|
+| `PIC X(n)` | `String` (length documented / `@Column(length = n)`) |
+| `PIC 9(n)` / `PIC S9(n)` display | `int` / `long` (`String` if it encodes a date/time) |
+| `PIC S9(4) COMP` | `int` |
+| `PIC S9(9) COMP` | `long` (counters) or `int` (codes) |
+| `PIC S9(n)V9(m) COMP-3` (packed decimal, financial) | `BigDecimal` — always, never `double` |
+| Dates `PIC X(8)`/`PIC X(10)` (YYYYMMDD / ISO) | `LocalDate` in entities, `String` in raw copybook models |
+| Times `PIC X(6)`/`PIC X(8)` | `LocalTime` in entities |
+| Timestamps `PIC X(26)` | `LocalDateTime` in entities |
+| Level-88 values | `static final` constants |
+
+### VSAM KSDS → relational table (`domain/`)
+
+Each VSAM indexed file becomes a table named `VSAM_<cluster>` whose composite
+primary key (`@EmbeddedId`) is exactly the COBOL `RECORD KEY`:
+
+| VSAM file | Entity | Key (COBOL RECORD KEY) |
+|---|---|---|
+| TRANHIST | `TransactionHistoryFileRecord` | trans date + time + portfolio + sequence (`TH-KEY`) |
+| BCHCTL | `BatchControl` | job name + process date + sequence (`BCT-KEY`) |
+
+DB2 tables from `src/database/db2/` map 1:1 to entities: `POSHIST` →
+`PositionHistory`, `ERRLOG` → `ErrorLog`, `RTNCODES` → `ReturnCodeLog`,
+`PORTFOLIO_MASTER` → `PortfolioMaster`, `INVESTMENT_POSITIONS` →
+`InvestmentPosition`, `TRANSACTION_HISTORY` → `TransactionHistory`.
+`DECIMAL(p,s)` → `BigDecimal` with matching `precision`/`scale`.
+
+### EXEC SQL → JPA / Spring Data
+
+- Singleton `SELECT`/`INSERT`/`UPDATE` → Spring Data repository methods.
+- Cursors → paged reads (`RepositoryItemReader`) or streaming queries.
+- `SQLCODE` checks → exceptions: non-zero SQLCODE branches become
+  `SqlProcessingException` (or Spring's `DataAccessException`); code-specific
+  behavior is preserved explicitly (e.g. `-803` duplicate → existence check).
+- Two-character `FILE STATUS` checks → `FileProcessingException`, preserving
+  the original status value (e.g. `'23'` record not found).
+
+### Common subprograms → shared infrastructure (`common/`)
+
+| COBOL | Java |
+|---|---|
+| `DB2CONN` (connect/disconnect/status, retry) | `DataSourceConfig` — Spring Boot pooled `DataSource` (HikariCP) |
+| `DB2CMT` (commit/rollback/savepoint, frequency) | `TransactionHelper` + Spring transactions; in batch jobs, chunk boundaries |
+| `ERRPROC` (format + write ERRLOG, return severity) | `ErrorHandlingService.logError(...)` → `ERRLOG` table, REQUIRES_NEW |
+
+### JCL → Spring Batch
+
+| JCL / COBOL batch concept | Spring Batch |
+|---|---|
+| Job step running a program | `Job` + `Step` bean (`HistoryLoadJobConfig`) |
+| Sequential file read loop | `ItemReader` |
+| Record validation / field moves | `ItemProcessor` |
+| DB2 INSERT + commit threshold | `ItemWriter` + chunk size (HISTLD00: 1000) |
+| Checkpoint REWRITE of BCHCTL | `ChunkListener.afterChunk` → `BatchControlService` |
+| `MOVE ... TO RETURN-CODE` | `ExitCodeGenerator` (JVM exit code) |
+| Abort condition (`WS-ERROR-COUNT > 100`) | exception from processor fails the job |
+| JCL parameters (dates etc.) | `JobParameters` |
+
+### CICS → REST (deferred)
+
+The online layer (`src/programs/online/`, `src/maps/`) is **not** migrated in
+this pass. BMS screens and CICS transactions do not translate mechanically —
+they require a UI/API redesign (REST controllers + a separate frontend,
+pseudo-conversational state → stateless requests, EIBAID keys → HTTP verbs).
+Flagged as a separate redesign effort. The online copybooks are already
+modeled in `model/copybook/` so the future REST layer can reuse them.
+
+## Reference slice: HISTLD00
+
+`src/programs/batch/HISTLD00.cbl` → `com.portfolio.batch`:
+
+- Reads `VSAM_TRANHIST` in RECORD KEY order (`RepositoryItemReader`).
+- Validates and maps TH-* → PH-* fields (`HistoryItemProcessor`).
+- Inserts into `POSHIST`, skipping duplicates like SQLCODE `-803`
+  (`HistoryItemWriter`).
+- Commits every 1000 records via the chunk size (WS-COMMIT-THRESHOLD).
+- Updates the batch control record after each commit and at job end
+  (`BatchControlService`).
+- Counts errors (`HistoryLoadStats`); aborts when the count exceeds 100 and
+  returns the error count as the process exit code (`HistoryLoadJobRunner`).
+
+## Building and running
+
+```bash
+cd java
+mvn test                      # runs the HISTLD00 job tests against embedded H2
+mvn spring-boot:run -Dspring-boot.run.profiles=histld00 \
+    -Dspring-boot.run.arguments=20240320   # sample run with seeded data
+```

java/pom.xml

@@ -0,0 +1,58 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<project xmlns="http://maven.apache.org/POM/4.0.0"
+         xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+         xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 https://maven.apache.org/xsd/maven-4.0.0.xsd">
+  <modelVersion>4.0.0</modelVersion>
+
+  <parent>
+    <groupId>org.springframework.boot</groupId>
+    <artifactId>spring-boot-starter-parent</artifactId>
+    <version>3.2.5</version>
+    <relativePath/>
+  </parent>
+
+  <groupId>com.portfolio</groupId>
+  <artifactId>portfolio-mgmt</artifactId>
+  <version>0.1.0-SNAPSHOT</version>
+  <name>portfolio-mgmt</name>
+  <description>Java migration of the Enterprise COBOL Investment Portfolio Management System</description>
+
+  <properties>
+    <java.version>17</java.version>
+  </properties>
+
+  <dependencies>
+    <dependency>
+      <groupId>org.springframework.boot</groupId>
+      <artifactId>spring-boot-starter-batch</artifactId>
+    </dependency>
+    <dependency>
+      <groupId>org.springframework.boot</groupId>
+      <artifactId>spring-boot-starter-data-jpa</artifactId>
+    </dependency>
+    <dependency>
+      <groupId>com.h2database</groupId>
+      <artifactId>h2</artifactId>
+      <scope>runtime</scope>
+    </dependency>
+    <dependency>
+      <groupId>org.springframework.boot</groupId>
+      <artifactId>spring-boot-starter-test</artifactId>
+      <scope>test</scope>
+    </dependency>
+    <dependency>
+      <groupId>org.springframework.batch</groupId>
+      <artifactId>spring-batch-test</artifactId>
+      <scope>test</scope>
+    </dependency>
+  </dependencies>
+
+  <build>
+    <plugins>
+      <plugin>
+        <groupId>org.springframework.boot</groupId>
+        <artifactId>spring-boot-maven-plugin</artifactId>
+      </plugin>
+    </plugins>
+  </build>
+</project>

java/src/main/java/com/portfolio/PortfolioApplication.java

@@ -0,0 +1,18 @@
+package com.portfolio;
+
+import org.springframework.boot.SpringApplication;
+import org.springframework.boot.autoconfigure.SpringBootApplication;
+
+/**
+ * Java migration of the Enterprise COBOL Investment Portfolio Management System.
+ *
+ * <p>The CICS online layer (src/programs/online, src/maps) is intentionally NOT
+ * migrated here — it is flagged as a separate redesign effort (CICS → REST).
+ */
+@SpringBootApplication
+public class PortfolioApplication {
+
+    public static void main(String[] args) {
+        System.exit(SpringApplication.exit(SpringApplication.run(PortfolioApplication.class, args)));
+    }
+}

java/src/main/java/com/portfolio/batch/BatchControlService.java

@@ -0,0 +1,82 @@
+package com.portfolio.batch;
+
+import com.portfolio.common.FileProcessingException;
+import com.portfolio.domain.BatchControl;
+import com.portfolio.repository.BatchControlRepository;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Propagation;
+import org.springframework.transaction.annotation.Transactional;
+
+import java.time.LocalDateTime;
+import java.time.LocalTime;
+import java.time.format.DateTimeFormatter;
+
+/**
+ * Batch control file handling from HISTLD00 (1300-INIT-CHECKPOINTS,
+ * 2310-UPDATE-CHECKPOINT) against the BCHCTL migration table.
+ *
+ * <p>Status values are from {@code src/copybook/batch/BCHCON.cpy}:
+ * 'A' = active, 'C'/'D' = complete/done, 'E' = error.
+ */
+@Service
+public class BatchControlService {
+
+    private static final DateTimeFormatter TIME_FMT = DateTimeFormatter.ofPattern("HH:mm:ss");
+
+    /** DB2-style 26-character timestamp, matching BCT-ATTEMPT-TS / BCT-COMPLETE-TS PIC X(26). */
+    private static final DateTimeFormatter TS_FMT =
+            DateTimeFormatter.ofPattern("yyyy-MM-dd-HH.mm.ss.SSSSSS");
+
+    private final BatchControlRepository repository;
+
+    public BatchControlService(BatchControlRepository repository) {
+        this.repository = repository;
+    }
+
+    /**
+     * HISTLD00 1300-INIT-CHECKPOINTS: read the control record for the job and
+     * mark it active. INVALID KEY (record not found) becomes a
+     * {@link FileProcessingException} with FILE STATUS '23'.
+     */
+    @Transactional(propagation = Propagation.REQUIRES_NEW)
+    public BatchControl.Key markActive(String jobName, String processDate) {
+        BatchControl control = find(jobName, processDate);
+        control.setStatus("A");
+        control.setStartTime(LocalTime.now().format(TIME_FMT));
+        control.setAttemptTimestamp(LocalDateTime.now().format(TS_FMT));
+        control.setRestartCount(control.getRestartCount() + 1);
+        repository.save(control);
+        return control.getKey();
+    }
+
+    /** HISTLD00 2310-UPDATE-CHECKPOINT: persist read/written counters. */
+    @Transactional(propagation = Propagation.REQUIRES_NEW)
+    public void updateCheckpoint(String jobName, String processDate,
+                                 long recordsRead, long recordsWritten) {
+        BatchControl control = find(jobName, processDate);
+        control.setRecordsRead(recordsRead);
+        control.setRecordsWritten(recordsWritten);
+        repository.save(control);
+    }
+
+    /** Final control update at job end: status, counters, and return code. */
+    @Transactional(propagation = Propagation.REQUIRES_NEW)
+    public void markComplete(String jobName, String processDate,
+                             long recordsRead, long recordsWritten, int returnCode) {
+        BatchControl control = find(jobName, processDate);
+        control.setStatus(returnCode > HistoryLoadStats.MAX_ERRORS ? "E" : "C");
+        control.setRecordsRead(recordsRead);
+        control.setRecordsWritten(recordsWritten);
+        control.setReturnCode(returnCode);
+        control.setEndTime(LocalTime.now().format(TIME_FMT));
+        control.setCompleteTimestamp(LocalDateTime.now().format(TS_FMT));
+        repository.save(control);
+    }
+
+    private BatchControl find(String jobName, String processDate) {
+        return repository.findById(new BatchControl.Key(jobName, processDate, 1))
+                .orElseThrow(() -> new FileProcessingException(
+                        "Control record not found for job " + jobName
+                                + " date " + processDate, "23"));
+    }
+}

java/src/main/java/com/portfolio/batch/ErrorLimitExceededException.java

@@ -0,0 +1,14 @@
+package com.portfolio.batch;
+
+/**
+ * Thrown to abort the HISTLD00 job when the error count exceeds 100,
+ * matching the COBOL loop condition
+ * {@code PERFORM 2000-PROCESS UNTIL END-OF-FILE OR WS-ERROR-COUNT > 100}.
+ */
+public class ErrorLimitExceededException extends RuntimeException {
+
+    public ErrorLimitExceededException(long errorCount) {
+        super("HISTLD00 aborted: error count " + errorCount + " exceeded limit of "
+                + HistoryLoadStats.MAX_ERRORS);
+    }
+}