Shares Hybrid DB Rollout Checklist

Audit date: June 11, 2026

This checklist captures the exact gap between:

local backend source of truth in pinkapple-advance
deployed runtime routes on staging
deployed database objects on stat-solutions-networkDbX

Summary

As of June 11, 2026:

share workflow integration is already deployed on the live database
share import, share catch-up, share reconciliation, and hybrid distribution HTTP routes are mounted on the deployed staging runtime
the hybrid share plus deposit distribution database tranche is still missing on the live database

That means the main remaining deployment work is the hybrid database rollout, not the route wiring.

Local Source Of Truth

The missing live objects already exist locally in pinkapple-advance.

Primary source files:

/home/usamaidrsk/dev/stat-solutions/pinkapple-advance/shared/DB/tables/dividend__tables.sql
/home/usamaidrsk/dev/stat-solutions/pinkapple-advance/shared/DB/procedures/dividend_procedures.sql
/home/usamaidrsk/dev/stat-solutions/pinkapple-advance/shared/DB/seeds/share-flag-catalog.yaml
/home/usamaidrsk/dev/stat-solutions/pinkapple-advance/shared/DB/seeds/share-type-default-flag-profile.yaml
/home/usamaidrsk/dev/stat-solutions/pinkapple-advance/shared/DB/seeds/permissions.yaml

Relevant local runtime files:

/home/usamaidrsk/dev/stat-solutions/pinkapple-advance/app.ts
/home/usamaidrsk/dev/stat-solutions/pinkapple-advance/business/shares/import/routes.ts
/home/usamaidrsk/dev/stat-solutions/pinkapple-advance/business/shares/import/services/share-import.service.ts
/home/usamaidrsk/dev/stat-solutions/pinkapple-advance/business/migration/routes.ts
/home/usamaidrsk/dev/stat-solutions/pinkapple-advance/business/migration/services/migration-catchup.service.ts
/home/usamaidrsk/dev/stat-solutions/pinkapple-advance/business/migration/services/migration-reconciliation.service.ts

What Is Already Live

Workflow DB Objects

The following workflow templates are already present on the live database:

SHARE.ACCOUNT.ONBOARDING
SHARE.WITHDRAWAL.REQUEST
SHARE.DIVIDEND.EVENT

Observed live workflow counts:

SHARE.ACCOUNT.ONBOARDING: 6 stages, 5 transitions
SHARE.WITHDRAWAL.REQUEST: 6 stages, 5 transitions
SHARE.DIVIDEND.EVENT: 7 stages, 6 transitions

Observed live workflow instance usage:

SHARE_ACCOUNT: 1 instance
DIVIDEND_EVENT: 2 instances
SHARE_WITHDRAWAL_REQUEST: 0 instances

Workflow State Exposure

The live retrieval procedures already expose workflow fields:

get_share_accounts
get_share_withdrawal_requests
get_dividend_events

Migration Runtime Prerequisites

The live database already contains:

IMPORT_SHARE_ACCOUNTS
MIGRATION_OPENING_BALANCE_CONTRA

Deployed Runtime Routes

The following staging endpoints returned 401 Unauthorized rather than 404, which confirms the routes are mounted:

POST /api/shares/import/template
POST /api/migration/catchup/share/validate
GET /api/migration/reconciliation/shares
GET /api/shares/operations/dividends/member-distribution-runs

What Is Still Missing On The Live DB

1. Hybrid Table DDL

Missing hybrid tables:

member_distribution_policy
member_distribution_run
member_distribution_segment
member_distribution_allocation

These are defined locally in:

shared/DB/tables/dividend__tables.sql at the member_distribution_* table section

The same local file also extends dividend_event.calculation_basis to include:

HYBRID_SHARE_DEPOSIT_DAYS

See:

shared/DB/tables/dividend__tables.sql at the dividend_event.calculation_basis definition

2. Hybrid Procedures

Missing hybrid procedures:

get_member_distribution_policies
upsert_member_distribution_policy
sync_member_distribution_run_to_dividend_allocations
create_member_distribution_run
get_member_distribution_runs
get_member_distribution_run_allocations
get_member_distribution_run_segments
post_member_distribution_run

These are defined locally in:

shared/DB/procedures/dividend_procedures.sql at the member distribution procedure section

3. Updated Dividend Procedures

The live DB still has the older dividend procedures. It does not yet contain hybrid-aware logic inside:

declare_dividend_event
get_dividend_events
calculate_dividend_allocations
process_dividend_payments

The local hybrid-aware versions are in:

shared/DB/procedures/dividend_procedures.sql at the hybrid-aware dividend procedure section

Live DIVIDEND_COMPUTATION_METHOD still stops at HYBRID.

It must include:

HYBRID_SHARE_DEPOSIT_DAYS

Local source:

shared/DB/seeds/share-flag-catalog.yaml at the DIVIDEND_COMPUTATION_METHOD flag entry

Live PREFERENCE_SHARES / PREFERENCE_PARTICIPATING still defaults to:

"HYBRID"

It must be updated to:

"HYBRID_SHARE_DEPOSIT_DAYS"

Local source:

shared/DB/seeds/share-type-default-flag-profile.yaml at the PREFERENCE_SHARES / PREFERENCE_PARTICIPATING default entry

6. Hybrid Permissions

Missing live permissions:

VIEW_MEMBER_DISTRIBUTION_POLICY
MANAGE_MEMBER_DISTRIBUTION_POLICY
VIEW_MEMBER_DISTRIBUTION_RUN
CREATE_MEMBER_DISTRIBUTION_RUN
POST_MEMBER_DISTRIBUTION_RUN

Local source:

shared/DB/seeds/permissions.yaml at the member distribution permission entries

Recommended Deployment Order

Apply in this order:

Back up the live database objects related to dividends and permissions.
Apply table DDL from dividend__tables.sql.
Refresh dividend procedures from dividend_procedures.sql.
Apply seed updates for:
- share_flag_catalog
- share_type_default_flag_profile
- permission
Regenerate or reapply any permission cache / auth bootstrap layer if your deployment process uses one.
Run the verification SQL below.
Smoke test the hybrid runtime endpoints with an authenticated request.

Verification SQL

A. Hybrid Table Presence

sql

SELECT TABLE_NAME
FROM information_schema.tables
WHERE table_schema = 'stat-solutions-networkDbX'
  AND TABLE_NAME IN (
    'member_distribution_policy',
    'member_distribution_run',
    'member_distribution_segment',
    'member_distribution_allocation'
  )
ORDER BY TABLE_NAME;

Expected: 4 rows.

B. Hybrid Procedure Presence

sql

SELECT ROUTINE_NAME
FROM information_schema.routines
WHERE routine_schema = 'stat-solutions-networkDbX'
  AND ROUTINE_NAME IN (
    'get_member_distribution_policies',
    'upsert_member_distribution_policy',
    'sync_member_distribution_run_to_dividend_allocations',
    'create_member_distribution_run',
    'get_member_distribution_runs',
    'get_member_distribution_run_allocations',
    'get_member_distribution_run_segments',
    'post_member_distribution_run'
  )
ORDER BY ROUTINE_NAME;

Expected: 8 rows.

C. Dividend Event Calculation Basis

sql

SELECT COLUMN_TYPE
FROM information_schema.columns
WHERE table_schema = 'stat-solutions-networkDbX'
  AND table_name = 'dividend_event'
  AND column_name = 'calculation_basis';

Expected: includes HYBRID_SHARE_DEPOSIT_DAYS.

D. Dividend Computation Method Seed

sql

SELECT flag_code, allowed_values_json
FROM share_flag_catalog
WHERE flag_code = 'DIVIDEND_COMPUTATION_METHOD';

Expected: allowed_values_json includes HYBRID_SHARE_DEPOSIT_DAYS.

sql

SELECT profile.product_group, profile.product_type, profile.flag_value_json
FROM share_type_default_flag_profile profile
JOIN share_flag_catalog flag
  ON flag.share_flag_id = profile.share_flag_id
WHERE flag.flag_code = 'DIVIDEND_COMPUTATION_METHOD'
  AND profile.product_group = 'PREFERENCE_SHARES'
  AND profile.product_type = 'PREFERENCE_PARTICIPATING';

Expected: flag_value_json = "HYBRID_SHARE_DEPOSIT_DAYS".

F. Hybrid Permission Rows

sql

SELECT permissions_name
FROM permission
WHERE permissions_name IN (
  'VIEW_MEMBER_DISTRIBUTION_POLICY',
  'MANAGE_MEMBER_DISTRIBUTION_POLICY',
  'VIEW_MEMBER_DISTRIBUTION_RUN',
  'CREATE_MEMBER_DISTRIBUTION_RUN',
  'POST_MEMBER_DISTRIBUTION_RUN'
)
ORDER BY permissions_name;

Expected: 5 rows.

G. Workflow Templates Still Present

sql

SELECT template_code, template_name, status, version
FROM workflow_template
WHERE template_code IN (
  'SHARE.ACCOUNT.ONBOARDING',
  'SHARE.WITHDRAWAL.REQUEST',
  'SHARE.DIVIDEND.EVENT'
)
ORDER BY template_code;

Expected: 3 rows, all ACTIVE.

sql

SELECT permissions_name
FROM permission
WHERE permissions_name = 'IMPORT_SHARE_ACCOUNTS';

SELECT tag_key
FROM sys_tag
WHERE tag_key = 'MIGRATION_OPENING_BALANCE_CONTRA';

Expected: both rows exist.

Runtime Smoke Checks

The staging runtime already proved the routes are mounted by returning 401 without auth. After DB deployment, run the same probes with a valid token and company alias:

bash

curl -i -X POST https://app.staging.pinkapple-erp.com/api/shares/import/template
curl -i -X POST https://app.staging.pinkapple-erp.com/api/migration/catchup/share/validate
curl -i https://app.staging.pinkapple-erp.com/api/migration/reconciliation/shares
curl -i https://app.staging.pinkapple-erp.com/api/shares/operations/dividends/member-distribution-runs

Expected after authentication:

no 404
no SQL object missing errors
hybrid distribution endpoints should proceed to normal auth and business validation

Important Interpretation

The current drift is not “feature absent everywhere.”

The actual state is:

routes are deployed
workflow DB objects are deployed
hybrid DB objects are not deployed

So the highest-priority remaining item is the hybrid database rollout, not another frontend or route registration change.

Shares Hybrid DB Rollout Checklist ​

Summary ​

Local Source Of Truth ​

What Is Already Live ​

Workflow DB Objects ​

Workflow State Exposure ​

Migration Runtime Prerequisites ​

Deployed Runtime Routes ​

What Is Still Missing On The Live DB ​

1. Hybrid Table DDL ​

2. Hybrid Procedures ​

3. Updated Dividend Procedures ​

4. Share Flag Catalog Update ​

5. Share Type Default Profile Update ​

6. Hybrid Permissions ​

Recommended Deployment Order ​

Verification SQL ​

A. Hybrid Table Presence ​

B. Hybrid Procedure Presence ​

C. Dividend Event Calculation Basis ​

D. Dividend Computation Method Seed ​

E. Participating Preference Share Default ​

F. Hybrid Permission Rows ​

G. Workflow Templates Still Present ​

H. Runtime Prerequisites For Share Import ​

Runtime Smoke Checks ​

Important Interpretation ​

Shares Hybrid DB Rollout Checklist

Summary

Local Source Of Truth

What Is Already Live

Workflow DB Objects

Workflow State Exposure

Migration Runtime Prerequisites

Deployed Runtime Routes

What Is Still Missing On The Live DB

1. Hybrid Table DDL

2. Hybrid Procedures

3. Updated Dividend Procedures

4. Share Flag Catalog Update

5. Share Type Default Profile Update

6. Hybrid Permissions

Recommended Deployment Order

Verification SQL

A. Hybrid Table Presence

B. Hybrid Procedure Presence

C. Dividend Event Calculation Basis

D. Dividend Computation Method Seed

E. Participating Preference Share Default

F. Hybrid Permission Rows

G. Workflow Templates Still Present

H. Runtime Prerequisites For Share Import

Runtime Smoke Checks

Important Interpretation