task-d.7.4

docs/implementation/task-d73-csv-template-static-pack.md

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+# 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.