task-d.7.4

plans/task-d.7.3.md

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+# Task D.7.3 – CSV Template Generator Static Template Pack
+
+## Objective
+
+Generate a complete static CSV template pack for ALLA OS Initial Setup.
+
+The templates will become the official data contract for future CSV Preview (D.7.4) and CSV Import (D.7.5).
+
+This task only creates template files and supporting metadata.
+
+Do NOT implement CSV parsing, validation, import logic, seed execution, reset logic, or setup persistence.
+
+---
+
+## Review Before Implementation
+
+Read and follow:
+
+- AGENTS.md
+- plans/task-d.7.md
+- plans/task-d.7.1.md
+- plans/task-d.7.2.md
+- docs/setup/seed-matrix.md
+- docs/setup/csv-template-spec.md
+- docs/setup/import-mapping.md
+- docs/setup/setup-wizard-blueprint.md
+
+Do not invent new columns.
+
+CSV headers must exactly match csv-template-spec.md.
+
+---
+
+## Scope
+
+Create folder
+
+setup/templates/
+
+Generate the following 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
+
+---
+
+## CSV Rules
+
+Every CSV must contain
+
+1 Header row
+
+1 Safe sample row
+
+UTF-8 encoding
+
+Comma delimiter
+
+LF line ending
+
+No BOM if current repository standard already avoids BOM
+
+No blank columns
+
+No undocumented columns
+
+No formulas
+
+No secrets
+
+No production data
+
+No binary references
+
+---
+
+## Sample Data Convention
+
+Use one consistent sample dataset.
+
+Organization
+
+ALLA
+
+Branch
+
+head_office
+
+Product Type
+
+crane
+
+Currency
+
+THB
+
+Administrator
+
+admin@example.com
+
+Marketing
+
+mk.uat@example.com
+
+Sales
+
+sales.uat@example.com
+
+Manager
+
+manager.uat@example.com
+
+CEO
+
+ceo.uat@example.com
+
+Customer
+
+CUS-001
+
+Lead
+
+LD-001
+
+Opportunity
+
+OP-001
+
+Quotation
+
+QT-HO-CR-2607-001
+
+---
+
+## Header Rules
+
+Headers must exactly match
+
+docs/setup/csv-template-spec.md
+
+Do not
+
+rename
+
+reorder
+
+remove
+
+or add columns.
+
+---
+
+## CSV Safety
+
+Passwords
+
+Use placeholder only.
+
+Example
+
+ChangeMe123!
+
+Never include
+
+real password
+
+API key
+
+secret
+
+JWT
+
+SMTP credential
+
+storage credential
+
+real customer
+
+real phone
+
+real tax id
+
+---
+
+## Unsupported Templates
+
+Do NOT create
+
+departments.csv
+
+teams.csv
+
+warehouses.csv
+
+sites.csv
+
+services.csv
+
+price-books.csv
+
+tax-rates.csv
+
+attachments.csv
+
+email-settings.csv
+
+Keep these documented only.
+
+---
+
+## README
+
+Create
+
+setup/templates/README.md
+
+Document
+
+Purpose
+
+Supported Templates
+
+Unsupported Templates
+
+Import Order
+
+Relationship Rules
+
+Sample Dataset
+
+Placeholder Rules
+
+Future D.7.4 Preview Flow
+
+---
+
+## Import Order
+
+Document import order.
+
+Example
+
+01 users.csv
+
+02 organizations.csv
+
+03 memberships.csv
+
+04 crm-role-assignments.csv
+
+05 master-options.csv
+
+06 branches.csv
+
+07 product-types.csv
+
+08 document-sequences.csv
+
+09 approval-workflows.csv
+
+10 approval-steps.csv
+
+11 approval-matrix.csv
+
+12 customers.csv
+
+13 contacts.csv
+
+14 contact-shares.csv
+
+15 leads.csv
+
+16 opportunities.csv
+
+17 opportunity-parties.csv
+
+18 quotations.csv
+
+19 quotation-items.csv
+
+20 quotation-parties.csv
+
+21 quotation-topics.csv
+
+22 quotation-topic-items.csv
+
+Import order must match
+
+docs/setup/seed-matrix.md
+
+---
+
+## Optional Metadata
+
+Create
+
+setup/templates/templates.json
+
+Structure
+
+{
+  "version": "1.0.0",
+  "generatedFrom": "docs/setup/csv-template-spec.md",
+  "templates": [
+    {
+      "file": "customers.csv",
+      "seedType": "business",
+      "importOrder": 12,
+      "supported": true
+    }
+  ]
+}
+
+This metadata will be reused by D.7.6 Setup Wizard.
+
+---
+
+## Optional API
+
+If simple and reusable
+
+Create
+
+GET /api/setup/templates
+
+Return
+
+Template Name
+
+Seed Type
+
+Import Order
+
+Supported
+
+Required Columns
+
+Description
+
+This API must be read-only.
+
+Do NOT implement download or ZIP generation.
+
+---
+
+## Out Of Scope
+
+CSV Parser
+
+CSV Validation
+
+CSV Preview
+
+CSV Commit
+
+Seed Execution
+
+Reset
+
+Setup Wizard
+
+Manifest
+
+State Machine
+
+Migrations
+
+Business Logic Changes
+
+---
+
+## Deliverables
+
+setup/templates/
+
+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
+
+README.md
+
+Optional
+
+templates.json
+
+Optional
+
+GET /api/setup/templates
+
+---
+
+## Acceptance Criteria
+
+✓ Every supported CSV exists.
+
+✓ Every CSV contains exactly
+
+- one header row
+- one sample row
+
+✓ Header names exactly match
+
+docs/setup/csv-template-spec.md
+
+✓ Sample data follows one consistent demo dataset.
+
+✓ No unsupported CSV files are generated.
+
+✓ No secrets or production data exist.
+
+✓ README documents
+
+- import order
+- relationship rules
+- placeholders
+- supported templates
+- unsupported templates
+
+✓ templates.json (if implemented) matches generated CSV files.
+
+✓ Optional API (if implemented) is read-only.
+
+✓ No import logic or seed logic is implemented.
+
+✓ Typecheck passes or unrelated failures are documented.
+
+---
+
+## Future Tasks
+
+D.7.4
+
+CSV Preview Validation Engine
+
+D.7.5
+
+CSV Commit Import Engine
+
+D.7.6
+
+Setup Wizard UI
+
+The generated CSV files become the official template pack for all future setup and onboarding workflows.
+> Implementation log 2026-07-02: Static CSV template pack completed under
+> `setup/templates/`, optional metadata API added at `GET /api/setup/templates`,
+> and implementation note saved to
+> `docs/implementation/task-d73-csv-template-static-pack.md`.