# Task D.7.3 CSV Template Generator Static Template Pack

Date: 2026-07-02
Status: implemented

## Scope Delivered

Created the official static setup CSV template pack under `setup/templates/`.

Generated supported CSV files:

- `organizations.csv`
- `users.csv`
- `memberships.csv`
- `crm-role-assignments.csv`
- `master-options.csv`
- `branches.csv`
- `product-types.csv`
- `document-sequences.csv`
- `approval-workflows.csv`
- `approval-steps.csv`
- `approval-matrix.csv`
- `customers.csv`
- `contacts.csv`
- `contact-shares.csv`
- `leads.csv`
- `opportunities.csv`
- `opportunity-parties.csv`
- `quotations.csv`
- `quotation-items.csv`
- `quotation-parties.csv`
- `quotation-topics.csv`
- `quotation-topic-items.csv`

Supporting files:

- `setup/templates/README.md`
- `setup/templates/templates.json`

Optional read-only metadata API:

- `GET /api/setup/templates`

## Safety Notes

- No CSV parser was implemented.
- No CSV validation/preview engine was implemented.
- No CSV commit/import logic was implemented.
- No seed execution was implemented.
- No reset/reseed logic was implemented.
- No unsupported CSV files were generated.
- Sample `users.csv` leaves `password` empty to avoid embedding secrets.

## Verification

- Template structure check: 22 CSV files; each has one header row and one sample row.
- Column count check: every sample row has the same column count as its header row.
- Unsupported template check: no unsupported CSV files were present.
- `templates.json` parse check: passed; 22 templates listed.
- `npm run typecheck`: passed.
- `npx oxlint src/app/api/setup setup/templates`: passed.
- `npm run lint`: failed due to pre-existing unrelated repo lint issues outside this task, including `src/features/foundation/document-template/server/management-service.ts` and skill asset scripts.

## Follow-up

- D.7.4 should use `setup/templates/templates.json` and the CSV headers as the source contract for preview validation.
- D.7.6 can call `GET /api/setup/templates` for template metadata.
