task-d.7.10

plans/task-d.7.10.md

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+# Task D.7.10 – Setup Integration Test & Golden Dataset
+
+## Objective
+
+Build a complete end-to-end integration test suite and Golden Dataset for the ALLA OS Setup Platform.
+
+This task validates that a brand-new database can be transformed into a fully operational CRM system using only the Setup Platform.
+
+The Golden Dataset becomes the canonical dataset for:
+
+- Development
+- CI/CD
+- QA
+- UAT
+- Customer Demo
+- Regression Testing
+
+This task must not introduce new business behavior. It verifies the implementation completed in D.7.1–D.7.8.
+
+---
+
+# Review Before Implementation
+
+Review
+
+- AGENTS.md
+- plans/task-d.7.md
+- plans/task-d.7.1.md
+- plans/task-d.7.2.md
+- plans/task-d.7.3.md
+- plans/task-d.7.4.md
+- plans/task-d.7.5.md
+- plans/task-d.7.6.md
+- plans/task-d.7.7.md
+- plans/task-d.7.8.md
+
+Review
+
+docs/setup/*
+
+Review
+
+setup/templates/*
+
+Review
+
+src/features/setup/**
+
+Review
+
+src/db/seeds/**
+
+Review
+
+CRM business modules
+
+Customer
+
+Lead
+
+Opportunity
+
+Quotation
+
+Approval
+
+PDF
+
+Document Sequence
+
+Storage
+
+---
+
+# Objective Validation
+
+The following workflow must succeed without manual SQL.
+
+Empty Database
+
+↓
+
+Migration
+
+↓
+
+Foundation Setup
+
+↓
+
+Organization Setup
+
+↓
+
+CSV Import
+
+↓
+
+Verification
+
+↓
+
+Login
+
+↓
+
+CRM Ready
+
+↓
+
+Quotation Ready
+
+↓
+
+Approval Ready
+
+↓
+
+PDF Ready
+
+---
+
+# Golden Dataset
+
+Create
+
+setup/golden-dataset/
+
+Contents
+
+README.md
+
+dataset.json
+
+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
+
+This dataset becomes the official reference dataset.
+
+---
+
+# Dataset Rules
+
+Organizations
+
+ALLA
+
+ONVALLA
+
+Users
+
+IT
+
+Marketing
+
+Sales
+
+Sales Manager
+
+CEO
+
+Customers
+
+At least
+
+10
+
+Contacts
+
+At least
+
+20
+
+Leads
+
+At least
+
+20
+
+Opportunities
+
+At least
+
+15
+
+Quotations
+
+At least
+
+20
+
+Include
+
+Draft
+
+Pending Approval
+
+Approved
+
+Rejected
+
+Revision
+
+Include
+
+Multiple Branches
+
+Multiple Product Types
+
+Multiple Approval Levels
+
+Multiple Currencies
+
+Discount
+
+Tax
+
+Project Parties
+
+Attachments metadata only
+
+---
+
+# Scenario Matrix
+
+Create
+
+docs/setup/integration-scenarios.md
+
+Document
+
+Scenario
+
+Purpose
+
+Expected Result
+
+Required Dataset
+
+Verification
+
+Example
+
+Scenario
+
+Fresh Installation
+
+↓
+
+PASS
+
+Scenario
+
+Resume Setup
+
+↓
+
+PASS
+
+Scenario
+
+CSV Re-import
+
+↓
+
+Idempotent
+
+Scenario
+
+Duplicate Import
+
+↓
+
+No Duplicate
+
+Scenario
+
+Business Reset
+
+↓
+
+Foundation Retained
+
+Scenario
+
+Setup Run Reset
+
+↓
+
+Business Retained
+
+Scenario
+
+Preview Hash Changed
+
+↓
+
+Commit Blocked
+
+Scenario
+
+Verification After Import
+
+↓
+
+PASS
+
+Scenario
+
+Manifest Version Check
+
+↓
+
+PASS
+
+---
+
+# Automated Integration Tests
+
+Create
+
+src/tests/setup/
+
+Recommended
+
+setup-install.test.ts
+
+setup-preview.test.ts
+
+setup-commit.test.ts
+
+setup-verification.test.ts
+
+setup-resume.test.ts
+
+setup-reset.test.ts
+
+golden-dataset.test.ts
+
+Tests must cover
+
+Migration
+
+↓
+
+Readiness
+
+↓
+
+Template Registry
+
+↓
+
+Preview
+
+↓
+
+Commit
+
+↓
+
+Verification
+
+↓
+
+Manifest
+
+↓
+
+Resume
+
+↓
+
+Reset
+
+---
+
+# End-to-End Workflow Test
+
+Automate
+
+Fresh Database
+
+↓
+
+Run Migration
+
+↓
+
+Foundation Ready
+
+↓
+
+Create Organization
+
+↓
+
+Preview CSV
+
+↓
+
+Commit CSV
+
+↓
+
+Verification PASS
+
+↓
+
+Login
+
+↓
+
+Create Customer
+
+↓
+
+Create Lead
+
+↓
+
+Assign Opportunity
+
+↓
+
+Create Quotation
+
+↓
+
+Approval
+
+↓
+
+Generate PDF
+
+↓
+
+Completed
+
+Every step must assert expected results.
+
+---
+
+# Idempotency Tests
+
+Run
+
+Import
+
+↓
+
+Import Again
+
+↓
+
+Import Again
+
+Verify
+
+No Duplicate
+
+Only
+
+Create
+
+↓
+
+Update
+
+↓
+
+Skip
+
+Allowed.
+
+---
+
+# Preview Hash Tests
+
+Verify
+
+Preview
+
+↓
+
+Commit
+
+↓
+
+Modify CSV
+
+↓
+
+Commit
+
+↓
+
+Rejected
+
+---
+
+# Seed Manifest Tests
+
+Verify
+
+Manifest Created
+
+↓
+
+Manifest Item Created
+
+↓
+
+Checksum
+
+↓
+
+Version
+
+↓
+
+Status
+
+↓
+
+Resume
+
+---
+
+# Reset Tests
+
+Verify
+
+Business Reset
+
+Deletes CRM
+
+Keeps Foundation
+
+Setup Run Reset
+
+Deletes Setup Metadata
+
+Keeps Business
+
+Foundation Reset
+
+Blocked
+
+Organization Reset
+
+Blocked
+
+Production Reset
+
+Blocked
+
+CSV Rollback
+
+Blocked
+
+---
+
+# Verification Tests
+
+Verify
+
+PASS
+
+Environment
+
+Database
+
+Storage
+
+Template
+
+Approval
+
+Document Sequence
+
+Report Definitions
+
+Notification Templates
+
+Organization
+
+Branch
+
+Product Type
+
+CRM Assignment
+
+---
+
+# Performance Targets
+
+Preview
+
+1000 rows
+
+<5 seconds
+
+Commit
+
+1000 rows
+
+<10 seconds
+
+Verification
+
+<3 seconds
+
+Setup Wizard Load
+
+<2 seconds
+
+---
+
+# Deliverables
+
+setup/golden-dataset/
+
+README.md
+
+dataset.json
+
+Official CSV Pack
+
+docs/setup/integration-scenarios.md
+
+Automated integration tests
+
+Setup smoke test
+
+Golden dataset validation
+
+Performance report
+
+---
+
+# Acceptance Criteria
+
+✓ Empty database can be fully initialized.
+
+✓ Migration succeeds.
+
+✓ Setup Wizard completes.
+
+✓ Golden Dataset imports successfully.
+
+✓ Verification returns PASS.
+
+✓ Login works.
+
+✓ Customer creation works.
+
+✓ Lead workflow works.
+
+✓ Opportunity workflow works.
+
+✓ Quotation workflow works.
+
+✓ Approval workflow works.
+
+✓ PDF generation works.
+
+✓ Document sequence works.
+
+✓ Import is idempotent.
+
+✓ Preview hash validation works.
+
+✓ Seed manifests created.
+
+✓ Resume works.
+
+✓ Business reset works.
+
+✓ Setup metadata reset works.
+
+✓ Blocked reset scopes remain blocked.
+
+✓ All automated integration tests pass.
+
+✓ Golden Dataset becomes official regression dataset.
+
+---
+
+# Future
+
+After D.7.10
+
+Freeze the Setup Platform.
+
+All future modules
+
+(HR, Asset, Purchase, Inventory, Service, etc.)
+
+must integrate with the existing Setup Platform rather than creating new setup or import mechanisms.
+
+The Setup Platform becomes the single supported installation, onboarding, import, verification, and maintenance foundation for ALLA OS.