task-d.7.4

setup/templates/README.md

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+# ALLA OS Setup CSV Templates
+
+This folder contains the supported static CSV template pack for Task D.7.3.
+
+Rules:
+
+- UTF-8 text.
+- Comma delimiter.
+- LF line endings.
+- One header row and one safe sample row per CSV.
+- No unsupported template files are generated.
+- No production data, formulas, secrets, or binary references are included.
+
+## Sample Dataset
+
+All templates 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`
+
+## Import Order
+
+| Order | File | Purpose |
+| --- | --- | --- |
+| 01 | `users.csv` | Setup-managed users |
+| 02 | `organizations.csv` | Tenant organizations |
+| 03 | `memberships.csv` | Organization memberships |
+| 05 | `crm-role-assignments.csv` | CRM role assignments |
+| 06 | `master-options.csv` | Generic master options |
+| 07 | `branches.csv` | Branch options |
+| 08 | `product-types.csv` | Product type options |
+| 14 | `document-sequences.csv` | Document numbering |
+| 15 | `approval-workflows.csv` | Approval workflows |
+| 16 | `approval-steps.csv` | Approval workflow steps |
+| 17 | `approval-matrix.csv` | Approval routing matrix |
+| 30 | `customers.csv` | CRM customers |
+| 32 | `contacts.csv` | Customer contacts |
+| 33 | `contact-shares.csv` | Contact sharing grants |
+| 34 | `leads.csv` | Marketing leads |
+| 36 | `opportunities.csv` | Sales opportunities |
+| 37 | `opportunity-parties.csv` | Opportunity project parties |
+| 40 | `quotations.csv` | Quotation headers |
+| 41 | `quotation-items.csv` | Quotation line items |
+| 42 | `quotation-parties.csv` | Quotation project parties |
+| 43 | `quotation-topics.csv` | Quotation topic headers |
+| 44 | `quotation-topic-items.csv` | Quotation topic rows |
+
+## Relationship Rules
+
+- `organization_code` links rows to the organization import context.
+- `user_email`, `created_by_email`, `updated_by_email`, and role-related email fields resolve to `users.email`.
+- `branch_code` resolves to `ms_options` category `crm_branch`.
+- `product_type_code` resolves to `ms_options` category `crm_product_type`.
+- `customer_code`, `lead_code`, `opportunity_code`, and `quotation_code` are business keys within the organization.
+- `topic_key` is an import-only alias linking `quotation-topics.csv` to `quotation-topic-items.csv`.
+- Pipe-delimited fields, such as permission or scope lists, use `|`.
+
+## Placeholders
+
+These templates intentionally leave sensitive or runtime values empty:
+
+- `users.csv` has an empty `password` sample value.
+- Runtime approval and PDF artifact fields are not present.
+- Binary attachment paths are not present.
+
+## Unsupported Templates
+
+The following files are documented but not generated because the current schema does not support them as safe first-class setup imports:
+
+- `departments.csv`
+- `teams.csv`
+- `warehouses.csv`
+- `sites.csv`
+- `services.csv`
+- `price-books.csv`
+- `tax-rates.csv`
+- `attachments.csv`
+- `email-settings.csv`
+
+See `docs/setup/csv-template-spec.md` and `docs/setup/import-mapping.md` for the full contract.

setup/templates/approval-matrix.csv

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+organization_code,entity_type,workflow_code,branch_code,product_type_code,min_amount,max_amount,currency,priority,is_default,is_active,description
+ALLA,quotation,quotation_standard,head_office,crane,0,5000000,THB,100,true,true,Default crane approval

setup/templates/approval-steps.csv

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+organization_code,workflow_code,step_number,role_code,role_name,approval_mode,is_required,sla_hours,calendar_mode,timeout_action
+ALLA,quotation_standard,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,none

setup/templates/approval-workflows.csv

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+organization_code,workflow_code,workflow_name,entity_type,description,is_system,is_active
+ALLA,quotation_standard,Quotation Standard Approval,quotation,Default quotation approval,false,true

setup/templates/branches.csv

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+organization_code,branch_code,branch_name,prefix,address,tax_id,phone,email,sort_order,is_active
+ALLA,head_office,Head Office,HO,99/9 Rama IX Road Bangkok,0107558000393,02-000-0000,head.office@example.com,1,true

setup/templates/contact-shares.csv

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+organization_code,customer_code,contact_email,shared_to_user_email,shared_by_user_email,remark,is_active
+ALLA,CUS-001,anan@siam.example,sales.uat@example.com,admin@example.com,Shared for setup sample,true

setup/templates/contacts.csv

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+organization_code,customer_code,contact_name,created_by_email,position,department,phone,mobile,email,is_primary,notes,is_active
+ALLA,CUS-001,Anan Sales,admin@example.com,Procurement Manager,Procurement,02-000-1001,081-000-0001,anan@siam.example,true,Primary procurement contact,true

setup/templates/crm-role-assignments.csv

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+organization_code,user_email,crm_role_code,is_primary,branch_scope_mode,branch_codes,product_type_scope_mode,product_type_codes,is_active
+ALLA,admin@example.com,crm_admin,true,all,,all,,true

setup/templates/customers.csv

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+organization_code,customer_code,customer_name,customer_type,customer_status,created_by_email,branch_code,abbr,tax_id,address,province,district,sub_district,postal_code,country,phone,fax,email,website,lead_channel,customer_group,customer_sub_group,owner_user_email,notes,is_active
+ALLA,CUS-001,Siam Manufacturing,company,active,admin@example.com,head_office,SIAM,0105555000001,100 Industrial Road,Bangkok,Bang Na,Bang Na,10260,Thailand,02-000-1000,,contact@siam.example,https://siam.example,website,industrial,factory,sales.uat@example.com,Initial setup sample customer,true

setup/templates/document-sequences.csv

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+organization_code,branch_code,product_type_code,document_type,prefix,period,current_number,padding_length,format,reset_policy,is_active
+ALLA,head_office,crane,quotation,QT-HO-CR-,2607,0,3,{prefix}{period}-{running},period,true

setup/templates/leads.csv

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+organization_code,lead_code,status,created_by_email,branch_code,customer_code,contact_email,description,project_name,project_location,lead_channel,product_type_code,priority,estimated_value,awareness_code,followup_status,lost_reason,outcome,owner_marketing_user_email,assigned_sales_owner_email,assignment_remark
+ALLA,LD-001,assigned,mk.uat@example.com,head_office,CUS-001,anan@siam.example,Customer requested crane consultation,Warehouse Crane,Bangkok Warehouse,website,crane,high,1000000,google_search_website,quotation_preparation,,open,mk.uat@example.com,sales.uat@example.com,Assigned from setup sample

setup/templates/master-options.csv

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+organization_code,category,code,label,value,parent_category,parent_code,sort_order,is_active,metadata_json
+ALLA,crm_customer_group,industrial,Industrial,industrial,,,1,true,{}

setup/templates/memberships.csv

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+organization_code,user_email,membership_role,business_role,permissions,branch_scope_codes,product_type_scope_codes
+ALLA,admin@example.com,admin,crm_admin,crm.dashboard.read|crm.role.read|crm.user_role_assignment.read,head_office,crane

setup/templates/opportunities.csv

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+organization_code,opportunity_code,customer_code,title,product_type_code,status,priority,created_by_email,updated_by_email,lead_code,contact_email,branch_code,description,requirement,project_name,project_location,outcome_status,lead_channel,estimated_value,chance_percent,expected_close_date,competitor,source,notes,is_hot_project,pipeline_stage,assigned_to_user_email
+ALLA,OP-001,CUS-001,Warehouse Crane Expansion,crane,negotiation,high,sales.uat@example.com,sales.uat@example.com,LD-001,anan@siam.example,head_office,Crane expansion opportunity,Overhead crane with installation,Warehouse Crane,Bangkok Warehouse,open,website,1000000,70,2026-08-31,,setup,Initial setup sample opportunity,false,opportunity,sales.uat@example.com

setup/templates/opportunity-parties.csv

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+organization_code,opportunity_code,customer_code,role_code,remark
+ALLA,OP-001,CUS-001,end_customer,Primary project owner

setup/templates/organizations.csv

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+organization_code,organization_name,slug,created_by_email,tax_id,default_currency,phone,email,address,logo_url,plan,status
+ALLA,ALLA Public Company Limited,alla,admin@example.com,0107558000393,THB,02-000-0000,info@example.com,99/9 Rama IX Road Bangkok,,enterprise,active

setup/templates/product-types.csv

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+organization_code,product_type_code,product_type_name,document_prefix,sort_order,is_active,metadata_json
+ALLA,crane,Crane,CR,1,true,{}

setup/templates/quotation-items.csv

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+organization_code,quotation_code,item_number,product_type_code,description,quantity,unit_price,total_price,unit,discount,discount_type,tax_rate,notes,sort_order
+ALLA,QT-HO-CR-2607-001,1,crane,Crane installation package,1,1000000,1000000,set,0,,7,Setup sample quotation item,1

setup/templates/quotation-parties.csv

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+organization_code,quotation_code,customer_code,role_code,is_primary,remark
+ALLA,QT-HO-CR-2607-001,CUS-001,end_customer,true,Primary quotation customer

setup/templates/quotation-topic-items.csv

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+organization_code,quotation_code,topic_key,content,sort_order
+ALLA,QT-HO-CR-2607-001,scope-main,Supply and install one overhead crane system,1

setup/templates/quotation-topics.csv

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+organization_code,quotation_code,topic_key,topic_type,title,sort_order
+ALLA,QT-HO-CR-2607-001,scope-main,scope,Scope of Work,1

setup/templates/quotations.csv

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+organization_code,quotation_code,customer_code,quotation_date,quotation_type,status,currency,subtotal,total_amount,created_by_email,updated_by_email,opportunity_code,contact_email,branch_code,valid_until,project_name,project_location,attention,reference,notes,revision,parent_quotation_code,revision_remark,exchange_rate,discount,discount_type,tax_rate,tax_amount,chance_percent,is_hot_project,competitor,salesman_email,is_sent,sent_at,sent_via
+ALLA,QT-HO-CR-2607-001,CUS-001,2026-07-02,crane,draft,THB,1000000,1070000,sales.uat@example.com,sales.uat@example.com,OP-001,anan@siam.example,head_office,2026-08-01,Warehouse Crane,Bangkok Warehouse,Anan Sales,SETUP-SAMPLE,Initial setup sample quotation,0,,,1,0,,7,70000,70,false,,sales.uat@example.com,false,,

setup/templates/templates.json

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+{
+  "version": "1.0.0",
+  "generatedFrom": "docs/setup/csv-template-spec.md",
+  "dataset": {
+    "organizationCode": "ALLA",
+    "branchCode": "head_office",
+    "productTypeCode": "crane",
+    "currency": "THB",
+    "administratorEmail": "admin@example.com",
+    "marketingEmail": "mk.uat@example.com",
+    "salesEmail": "sales.uat@example.com",
+    "managerEmail": "manager.uat@example.com",
+    "ceoEmail": "ceo.uat@example.com"
+  },
+  "templates": [
+    {
+      "file": "users.csv",
+      "seedType": "organization",
+      "importOrder": 1,
+      "supported": true,
+      "requiredColumns": ["email", "name", "system_role"],
+      "description": "Setup-managed users."
+    },
+    {
+      "file": "organizations.csv",
+      "seedType": "organization",
+      "importOrder": 2,
+      "supported": true,
+      "requiredColumns": ["organization_code", "organization_name", "slug", "created_by_email"],
+      "description": "Tenant organizations."
+    },
+    {
+      "file": "memberships.csv",
+      "seedType": "organization",
+      "importOrder": 3,
+      "supported": true,
+      "requiredColumns": ["organization_code", "user_email", "membership_role", "business_role"],
+      "description": "App-level organization memberships."
+    },
+    {
+      "file": "crm-role-assignments.csv",
+      "seedType": "organization",
+      "importOrder": 5,
+      "supported": true,
+      "requiredColumns": [
+        "organization_code",
+        "user_email",
+        "crm_role_code",
+        "is_primary",
+        "branch_scope_mode",
+        "product_type_scope_mode"
+      ],
+      "description": "CRM role assignments and scopes."
+    },
+    {
+      "file": "master-options.csv",
+      "seedType": "foundation",
+      "importOrder": 6,
+      "supported": true,
+      "requiredColumns": ["organization_code", "category", "code", "label"],
+      "description": "Generic governed master options."
+    },
+    {
+      "file": "branches.csv",
+      "seedType": "organization",
+      "importOrder": 7,
+      "supported": true,
+      "requiredColumns": ["organization_code", "branch_code", "branch_name"],
+      "description": "Branch options mapped to ms_options category crm_branch."
+    },
+    {
+      "file": "product-types.csv",
+      "seedType": "organization",
+      "importOrder": 8,
+      "supported": true,
+      "requiredColumns": ["organization_code", "product_type_code", "product_type_name"],
+      "description": "Product type options mapped to ms_options category crm_product_type."
+    },
+    {
+      "file": "document-sequences.csv",
+      "seedType": "foundation",
+      "importOrder": 14,
+      "supported": true,
+      "requiredColumns": ["organization_code", "document_type", "prefix", "period"],
+      "description": "Document numbering configuration."
+    },
+    {
+      "file": "approval-workflows.csv",
+      "seedType": "foundation",
+      "importOrder": 15,
+      "supported": true,
+      "requiredColumns": ["organization_code", "workflow_code", "workflow_name", "entity_type"],
+      "description": "Approval workflow headers."
+    },
+    {
+      "file": "approval-steps.csv",
+      "seedType": "foundation",
+      "importOrder": 16,
+      "supported": true,
+      "requiredColumns": ["organization_code", "workflow_code", "step_number", "role_code", "role_name"],
+      "description": "Approval workflow steps."
+    },
+    {
+      "file": "approval-matrix.csv",
+      "seedType": "foundation",
+      "importOrder": 17,
+      "supported": true,
+      "requiredColumns": ["organization_code", "entity_type", "workflow_code", "priority", "is_default"],
+      "description": "Approval workflow routing matrix."
+    },
+    {
+      "file": "customers.csv",
+      "seedType": "business",
+      "importOrder": 30,
+      "supported": true,
+      "requiredColumns": [
+        "organization_code",
+        "customer_code",
+        "customer_name",
+        "customer_type",
+        "customer_status",
+        "created_by_email"
+      ],
+      "description": "CRM customers."
+    },
+    {
+      "file": "contacts.csv",
+      "seedType": "business",
+      "importOrder": 32,
+      "supported": true,
+      "requiredColumns": ["organization_code", "customer_code", "contact_name", "created_by_email"],
+      "description": "Customer contacts."
+    },
+    {
+      "file": "contact-shares.csv",
+      "seedType": "business",
+      "importOrder": 33,
+      "supported": true,
+      "requiredColumns": [
+        "organization_code",
+        "customer_code",
+        "contact_email",
+        "shared_to_user_email",
+        "shared_by_user_email"
+      ],
+      "description": "Contact sharing grants."
+    },
+    {
+      "file": "leads.csv",
+      "seedType": "business",
+      "importOrder": 34,
+      "supported": true,
+      "requiredColumns": ["organization_code", "lead_code", "status", "created_by_email"],
+      "description": "Marketing-owned leads."
+    },
+    {
+      "file": "opportunities.csv",
+      "seedType": "business",
+      "importOrder": 36,
+      "supported": true,
+      "requiredColumns": [
+        "organization_code",
+        "opportunity_code",
+        "customer_code",
+        "title",
+        "product_type_code",
+        "status",
+        "priority",
+        "created_by_email",
+        "updated_by_email"
+      ],
+      "description": "Sales opportunities."
+    },
+    {
+      "file": "opportunity-parties.csv",
+      "seedType": "business",
+      "importOrder": 37,
+      "supported": true,
+      "requiredColumns": ["organization_code", "opportunity_code", "customer_code", "role_code"],
+      "description": "Opportunity project parties."
+    },
+    {
+      "file": "quotations.csv",
+      "seedType": "business",
+      "importOrder": 40,
+      "supported": true,
+      "requiredColumns": [
+        "organization_code",
+        "quotation_code",
+        "customer_code",
+        "quotation_date",
+        "quotation_type",
+        "status",
+        "currency",
+        "subtotal",
+        "total_amount",
+        "created_by_email",
+        "updated_by_email"
+      ],
+      "description": "Quotation headers."
+    },
+    {
+      "file": "quotation-items.csv",
+      "seedType": "business",
+      "importOrder": 41,
+      "supported": true,
+      "requiredColumns": [
+        "organization_code",
+        "quotation_code",
+        "item_number",
+        "product_type_code",
+        "description",
+        "quantity",
+        "unit_price",
+        "total_price"
+      ],
+      "description": "Quotation line items."
+    },
+    {
+      "file": "quotation-parties.csv",
+      "seedType": "business",
+      "importOrder": 42,
+      "supported": true,
+      "requiredColumns": ["organization_code", "quotation_code", "customer_code", "role_code"],
+      "description": "Quotation project parties."
+    },
+    {
+      "file": "quotation-topics.csv",
+      "seedType": "business",
+      "importOrder": 43,
+      "supported": true,
+      "requiredColumns": ["organization_code", "quotation_code", "topic_key", "topic_type", "title"],
+      "description": "Quotation topic headers."
+    },
+    {
+      "file": "quotation-topic-items.csv",
+      "seedType": "business",
+      "importOrder": 44,
+      "supported": true,
+      "requiredColumns": ["organization_code", "quotation_code", "topic_key", "content"],
+      "description": "Quotation topic rows."
+    }
+  ],
+  "unsupportedTemplates": [
+    "departments.csv",
+    "teams.csv",
+    "warehouses.csv",
+    "sites.csv",
+    "services.csv",
+    "price-books.csv",
+    "tax-rates.csv",
+    "attachments.csv",
+    "email-settings.csv"
+  ]
+}

setup/templates/users.csv

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+email,name,system_role,password,active_organization_code,image_url,reset_password
+admin@allaos.local,System Administrator,super_admin,gikiyd[ibKym,ALLA,,FALSE