task-d.7.4
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phaichayon
255
setup/templates/templates.json
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255
setup/templates/templates.json
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{
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"version": "1.0.0",
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"generatedFrom": "docs/setup/csv-template-spec.md",
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"dataset": {
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"organizationCode": "ALLA",
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"branchCode": "head_office",
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"productTypeCode": "crane",
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"currency": "THB",
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"administratorEmail": "admin@example.com",
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"marketingEmail": "mk.uat@example.com",
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"salesEmail": "sales.uat@example.com",
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"managerEmail": "manager.uat@example.com",
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"ceoEmail": "ceo.uat@example.com"
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},
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"templates": [
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{
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"file": "users.csv",
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"seedType": "organization",
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"importOrder": 1,
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"supported": true,
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"requiredColumns": ["email", "name", "system_role"],
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"description": "Setup-managed users."
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},
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{
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"file": "organizations.csv",
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"seedType": "organization",
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"importOrder": 2,
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"supported": true,
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"requiredColumns": ["organization_code", "organization_name", "slug", "created_by_email"],
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"description": "Tenant organizations."
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},
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{
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"file": "memberships.csv",
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"seedType": "organization",
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"importOrder": 3,
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"supported": true,
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"requiredColumns": ["organization_code", "user_email", "membership_role", "business_role"],
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"description": "App-level organization memberships."
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},
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{
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"file": "crm-role-assignments.csv",
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"seedType": "organization",
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"importOrder": 5,
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"supported": true,
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"requiredColumns": [
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"organization_code",
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"user_email",
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"crm_role_code",
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"is_primary",
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"branch_scope_mode",
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"product_type_scope_mode"
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],
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"description": "CRM role assignments and scopes."
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},
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{
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"file": "master-options.csv",
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"seedType": "foundation",
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"importOrder": 6,
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"supported": true,
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"requiredColumns": ["organization_code", "category", "code", "label"],
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"description": "Generic governed master options."
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},
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{
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"file": "branches.csv",
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"seedType": "organization",
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"importOrder": 7,
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"supported": true,
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"requiredColumns": ["organization_code", "branch_code", "branch_name"],
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"description": "Branch options mapped to ms_options category crm_branch."
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},
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{
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"file": "product-types.csv",
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"seedType": "organization",
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"importOrder": 8,
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"supported": true,
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"requiredColumns": ["organization_code", "product_type_code", "product_type_name"],
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"description": "Product type options mapped to ms_options category crm_product_type."
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},
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{
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"file": "document-sequences.csv",
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"seedType": "foundation",
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"importOrder": 14,
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"supported": true,
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"requiredColumns": ["organization_code", "document_type", "prefix", "period"],
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"description": "Document numbering configuration."
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},
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{
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"file": "approval-workflows.csv",
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"seedType": "foundation",
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"importOrder": 15,
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"supported": true,
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"requiredColumns": ["organization_code", "workflow_code", "workflow_name", "entity_type"],
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"description": "Approval workflow headers."
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},
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{
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"file": "approval-steps.csv",
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"seedType": "foundation",
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"importOrder": 16,
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"supported": true,
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"requiredColumns": ["organization_code", "workflow_code", "step_number", "role_code", "role_name"],
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"description": "Approval workflow steps."
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},
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{
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"file": "approval-matrix.csv",
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"seedType": "foundation",
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"importOrder": 17,
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"supported": true,
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"requiredColumns": ["organization_code", "entity_type", "workflow_code", "priority", "is_default"],
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"description": "Approval workflow routing matrix."
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},
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{
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"file": "customers.csv",
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"seedType": "business",
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"importOrder": 30,
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"supported": true,
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"requiredColumns": [
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"organization_code",
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"customer_code",
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"customer_name",
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"customer_type",
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"customer_status",
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"created_by_email"
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],
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"description": "CRM customers."
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},
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{
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"file": "contacts.csv",
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"seedType": "business",
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"importOrder": 32,
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"supported": true,
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"requiredColumns": ["organization_code", "customer_code", "contact_name", "created_by_email"],
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"description": "Customer contacts."
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},
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{
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"file": "contact-shares.csv",
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"seedType": "business",
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"importOrder": 33,
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"supported": true,
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"requiredColumns": [
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"organization_code",
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"customer_code",
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"contact_email",
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"shared_to_user_email",
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"shared_by_user_email"
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],
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"description": "Contact sharing grants."
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},
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{
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"file": "leads.csv",
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"seedType": "business",
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"importOrder": 34,
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"supported": true,
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"requiredColumns": ["organization_code", "lead_code", "status", "created_by_email"],
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"description": "Marketing-owned leads."
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},
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{
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"file": "opportunities.csv",
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"seedType": "business",
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"importOrder": 36,
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"supported": true,
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"requiredColumns": [
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"organization_code",
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"opportunity_code",
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"customer_code",
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"title",
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"product_type_code",
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"status",
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"priority",
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"created_by_email",
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"updated_by_email"
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],
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"description": "Sales opportunities."
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},
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{
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"file": "opportunity-parties.csv",
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"seedType": "business",
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"importOrder": 37,
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"supported": true,
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"requiredColumns": ["organization_code", "opportunity_code", "customer_code", "role_code"],
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"description": "Opportunity project parties."
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},
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{
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"file": "quotations.csv",
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"seedType": "business",
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"importOrder": 40,
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"supported": true,
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"requiredColumns": [
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"organization_code",
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"quotation_code",
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"customer_code",
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"quotation_date",
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"quotation_type",
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"status",
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"currency",
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"subtotal",
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"total_amount",
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"created_by_email",
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"updated_by_email"
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],
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"description": "Quotation headers."
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},
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{
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"file": "quotation-items.csv",
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"seedType": "business",
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"importOrder": 41,
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"supported": true,
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"requiredColumns": [
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"organization_code",
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"quotation_code",
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"item_number",
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"product_type_code",
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"description",
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"quantity",
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"unit_price",
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"total_price"
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],
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"description": "Quotation line items."
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},
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{
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"file": "quotation-parties.csv",
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"seedType": "business",
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"importOrder": 42,
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"supported": true,
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"requiredColumns": ["organization_code", "quotation_code", "customer_code", "role_code"],
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"description": "Quotation project parties."
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},
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{
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"file": "quotation-topics.csv",
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"seedType": "business",
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"importOrder": 43,
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"supported": true,
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"requiredColumns": ["organization_code", "quotation_code", "topic_key", "topic_type", "title"],
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"description": "Quotation topic headers."
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},
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{
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"file": "quotation-topic-items.csv",
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"seedType": "business",
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"importOrder": 44,
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"supported": true,
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"requiredColumns": ["organization_code", "quotation_code", "topic_key", "content"],
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"description": "Quotation topic rows."
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}
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],
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"unsupportedTemplates": [
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"departments.csv",
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"teams.csv",
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"warehouses.csv",
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"sites.csv",
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"services.csv",
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"price-books.csv",
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"tax-rates.csv",
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"attachments.csv",
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"email-settings.csv"
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]
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}
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