csv setupdata

setup/ALLA-ONVALLA/approval-matrix.csv

@@ -0,0 +1,2 @@
+organization_code,entity_type,workflow_code,branch_code,product_type_code,min_amount,max_amount,currency,priority,is_default,is_active,description
+

setup/ALLA-ONVALLA/approval-steps.csv

@@ -0,0 +1 @@
+organization_code,workflow_code,step_number,role_code,role_name,approval_mode,is_required,sla_hours,calendar_mode,timeout_action

setup/ALLA-ONVALLA/approval-workflows.csv

@@ -0,0 +1 @@
+organization_code,workflow_code,workflow_name,entity_type,description,is_system,is_active

setup/ALLA-ONVALLA/branches.csv

@@ -0,0 +1,3 @@
+organization_code,branch_code,branch_name,prefix,address,tax_id,phone,email,sort_order,is_active
+ALLA,head_office,Head Office,AL,"933, 935, 937,939 ซอยอ่อนนุช 46 ถนนอ่อนนุช แขวงอ่อนนุช เขตสวนหลวง กรุงเทพมหานคร 10250",0107558000393,023220776,head.office@example.com,1,true
+ONVALLA,head_office,Head Office,ON,เลขที่ 50 หมู่ 20 ตำบลลำลูกกา อำเภอลำลูกกา จังหวัดปทุมธานี 12150,0107558000393,021935380,eastern@example.com,2,true

setup/ALLA-ONVALLA/crm-role-assignments.csv

@@ -0,0 +1,2 @@
+organization_code,user_email,crm_role_code,is_primary,branch_scope_mode,branch_codes,product_type_scope_mode,product_type_codes,is_active
+

setup/ALLA-ONVALLA/document-sequences.csv

@@ -0,0 +1,6 @@
+organization_code,branch_code,product_type_code,document_type,prefix,period,current_number,padding_length,format,reset_policy,is_active
+ALLA,head_office,crane,customer,CUS,yearly,0,4,{prefix}-{yyyy}-{running},period,true
+ALLA,head_office,crane,lead,LD,yearly,0,4,{prefix}-{yyyy}-{running},period,true
+ALLA,head_office,crane,opportunity,OP,yearly,0,4,{prefix}-{yyyy}-{running},period,true
+ALLA,head_office,crane,quotation,QT-AL-CR,monthly,0,4,{prefix}-{yy}{MM}-{running},period,true
+ONVALLA,head_office,crane,quotation,QT-ON-CR,monthly,0,4,{prefix}-{yy}{MM}-{running},period,true

setup/ALLA-ONVALLA/master-options.csv

@@ -0,0 +1,133 @@
+organization_code,category,code,label,value,parent_category,parent_code,sort_order,is_active,metadata_json
+ALLA,crm_customer_group,construction,Construction,,,,1,true,{}
+ALLA,crm_customer_group,industrial,Industrial,,,,2,true,{}
+
+ALLA,crm_customer_sub_group,factory,Factory,,crm_customer_group,industrial,1,true,{}
+ALLA,crm_customer_sub_group,warehouse,Warehouse,,crm_customer_group,industrial,2,true,{}
+
+ALLA,crm_customer_status,active,Active,,,,1,true,{}
+ALLA,crm_customer_status,inactive,Inactive,,,,2,true,{}
+ALLA,crm_customer_status,prospect,Prospect,,,,3,true,{}
+
+ALLA,crm_customer_type,end_customer,End Customer,,,,1,true,{}
+ALLA,crm_customer_type,contractor,Contractor,,,,2,true,{}
+ALLA,crm_customer_type,consultant,Consultant,,,,3,true,{}
+ALLA,crm_customer_type,developer,Developer,,,,4,true,{}
+
+ALLA,crm_lead_channel,call_in,Call in,,,,1,true,{}
+ALLA,crm_lead_channel,ecommerce,E-commerce,,,,2,true,{}
+ALLA,crm_lead_channel,email,E-mail,,,,3,true,{}
+ALLA,crm_lead_channel,line_oa,Line OA,,,,4,true,{}
+ALLA,crm_lead_channel,visit,Visit,,,,5,true,{}
+ALLA,crm_lead_channel,walk_in,Walk In,,,,6,true,{}
+ALLA,crm_lead_channel,facebook,Facebook,,,,7,true,{}
+ALLA,crm_lead_channel,website_contact,Website Contact,,,,8,true,{}
+ALLA,crm_lead_channel,bci,BCI,,,,9,true,{}
+
+ALLA,crm_lead_awareness,google_search,Google Search / Website,,,,1,true,{}
+ALLA,crm_lead_awareness,social_media,Social media,,,,2,true,{}
+ALLA,crm_lead_awareness,email_marketing,Email Marketing,,,,3,true,{}
+ALLA,crm_lead_awareness,visit,Visit,,,,4,true,{}
+ALLA,crm_lead_awareness,exhibition_event,Exhibition / Event,,,,5,true,{}
+ALLA,crm_lead_awareness,brochure_catalog,Brochure / Catalog,,,,6,true,{}
+ALLA,crm_lead_awareness,word_of_mouth,Word of mouth,,,,7,true,{}
+ALLA,crm_lead_awareness,corporate_car,Corporate Car,,,,8,true,{}
+ALLA,crm_lead_awareness,product_label,Product Label,,,,9,true,{}
+ALLA,crm_lead_awareness,re_purchasing,Re-purchasing,,,,10,true,{}
+ALLA,crm_lead_awareness,introducing,Introducing,,,,11,true,{}
+ALLA,crm_lead_awareness,bci,BCI,,,,12,true,{}
+
+ALLA,crm_lead_priority,high,High,,,,1,true,{}
+ALLA,crm_lead_priority,medium,Medium,,,,2,true,{}
+ALLA,crm_lead_priority,low,Low,,,,3,true,{}
+
+ALLA,crm_followup_status,new,New,,,,1,true,{}
+ALLA,crm_followup_status,contacted,Contacted,,,,2,true,{}
+ALLA,crm_followup_status,follow_up,Follow Up,,,,3,true,{}
+ALLA,crm_followup_status,closed,Closed,,,,4,true,{}
+
+ALLA,crm_lost_reason,price,ราคา,,,,1,true,{}
+ALLA,crm_lost_reason,delivery_time,ระยะเวลาจัดส่ง,,,,2,true,{}
+ALLA,crm_lost_reason,salesperson,พนักงานขาย,,,,3,true,{}
+ALLA,crm_lost_reason,service,การบริการ,,,,4,true,{}
+ALLA,crm_lost_reason,customer,ลูกค้า,,,,5,true,{}
+ALLA,crm_lost_reason,product_quality,คุณภาพสินค้า,,,,6,true,{}
+ALLA,crm_lost_reason,other,อื่นๆ,,,,7,true,{}
+ALLA,crm_lost_reason,transfer,Transfer,,,,8,true,{}
+
+ALLA,crm_project_party_role,billing_customer,Billing Customer,,,,1,true,{}
+ALLA,crm_project_party_role,end_customer,End Customer,,,,2,true,{}
+ALLA,crm_project_party_role,contractor,Contractor,,,,3,true,{}
+ALLA,crm_project_party_role,consultant,Consultant,,,,4,true,{}
+ALLA,crm_project_party_role,developer,Developer,,,,5,true,{}
+ALLA,crm_project_party_role,architect,Architect,,,,6,true,{}
+
+ALLA,crm_quotation_type,standard,Standard,,,,1,true,{}
+ALLA,crm_quotation_type,revision,Revision,,,,2,true,{}
+
+
+ONVALLA,crm_customer_group,construction,Construction,,,,1,true,{}
+ONVALLA,crm_customer_group,industrial,Industrial,,,,2,true,{}
+
+ONVALLA,crm_customer_sub_group,factory,Factory,,crm_customer_group,industrial,1,true,{}
+ONVALLA,crm_customer_sub_group,warehouse,Warehouse,,crm_customer_group,industrial,2,true,{}
+
+ONVALLA,crm_customer_status,active,Active,,,,1,true,{}
+ONVALLA,crm_customer_status,inactive,Inactive,,,,2,true,{}
+ONVALLA,crm_customer_status,prospect,Prospect,,,,3,true,{}
+
+ONVALLA,crm_customer_type,end_customer,End Customer,,,,1,true,{}
+ONVALLA,crm_customer_type,contractor,Contractor,,,,2,true,{}
+ONVALLA,crm_customer_type,consultant,Consultant,,,,3,true,{}
+ONVALLA,crm_customer_type,developer,Developer,,,,4,true,{}
+
+ONVALLA,crm_lead_channel,call_in,Call in,,,,1,true,{}
+ONVALLA,crm_lead_channel,ecommerce,E-commerce,,,,2,true,{}
+ONVALLA,crm_lead_channel,email,E-mail,,,,3,true,{}
+ONVALLA,crm_lead_channel,line_oa,Line OA,,,,4,true,{}
+ONVALLA,crm_lead_channel,visit,Visit,,,,5,true,{}
+ONVALLA,crm_lead_channel,walk_in,Walk In,,,,6,true,{}
+ONVALLA,crm_lead_channel,facebook,Facebook,,,,7,true,{}
+ONVALLA,crm_lead_channel,website_contact,Website Contact,,,,8,true,{}
+ONVALLA,crm_lead_channel,bci,BCI,,,,9,true,{}
+
+ONVALLA,crm_lead_awareness,google_search,Google Search / Website,,,,1,true,{}
+ONVALLA,crm_lead_awareness,social_media,Social media,,,,2,true,{}
+ONVALLA,crm_lead_awareness,email_marketing,Email Marketing,,,,3,true,{}
+ONVALLA,crm_lead_awareness,visit,Visit,,,,4,true,{}
+ONVALLA,crm_lead_awareness,exhibition_event,Exhibition / Event,,,,5,true,{}
+ONVALLA,crm_lead_awareness,brochure_catalog,Brochure / Catalog,,,,6,true,{}
+ONVALLA,crm_lead_awareness,word_of_mouth,Word of mouth,,,,7,true,{}
+ONVALLA,crm_lead_awareness,corporate_car,Corporate Car,,,,8,true,{}
+ONVALLA,crm_lead_awareness,product_label,Product Label,,,,9,true,{}
+ONVALLA,crm_lead_awareness,re_purchasing,Re-purchasing,,,,10,true,{}
+ONVALLA,crm_lead_awareness,introducing,Introducing,,,,11,true,{}
+ONVALLA,crm_lead_awareness,bci,BCI,,,,12,true,{}
+
+ONVALLA,crm_lead_priority,high,High,,,,1,true,{}
+ONVALLA,crm_lead_priority,medium,Medium,,,,2,true,{}
+ONVALLA,crm_lead_priority,low,Low,,,,3,true,{}
+
+ONVALLA,crm_followup_status,new,New,,,,1,true,{}
+ONVALLA,crm_followup_status,contacted,Contacted,,,,2,true,{}
+ONVALLA,crm_followup_status,follow_up,Follow Up,,,,3,true,{}
+ONVALLA,crm_followup_status,closed,Closed,,,,4,true,{}
+
+ONVALLA,crm_lost_reason,price,ราคา,,,,1,true,{}
+ONVALLA,crm_lost_reason,delivery_time,ระยะเวลาจัดส่ง,,,,2,true,{}
+ONVALLA,crm_lost_reason,salesperson,พนักงานขาย,,,,3,true,{}
+ONVALLA,crm_lost_reason,service,การบริการ,,,,4,true,{}
+ONVALLA,crm_lost_reason,customer,ลูกค้า,,,,5,true,{}
+ONVALLA,crm_lost_reason,product_quality,คุณภาพสินค้า,,,,6,true,{}
+ONVALLA,crm_lost_reason,other,อื่นๆ,,,,7,true,{}
+ONVALLA,crm_lost_reason,transfer,Transfer,,,,8,true,{}
+
+ONVALLA,crm_project_party_role,billing_customer,Billing Customer,,,,1,true,{}
+ONVALLA,crm_project_party_role,end_customer,End Customer,,,,2,true,{}
+ONVALLA,crm_project_party_role,contractor,Contractor,,,,3,true,{}
+ONVALLA,crm_project_party_role,consultant,Consultant,,,,4,true,{}
+ONVALLA,crm_project_party_role,developer,Developer,,,,5,true,{}
+ONVALLA,crm_project_party_role,architect,Architect,,,,6,true,{}
+
+ONVALLA,crm_quotation_type,standard,Standard,,,,1,true,{}
+ONVALLA,crm_quotation_type,revision,Revision,,,,2,true,{}

setup/ALLA-ONVALLA/memberships.csv

@@ -0,0 +1,27 @@
+organization_code,user_email,membership_role,business_role,permissions,branch_scope_codes,product_type_scope_codes
+ALLA,super_admin@allaos.local,admin,system_admin,*,*,*
+ALLA,gm.uat@allaos.local,user,general_manager,crm.dashboard.read|crm.customer.read|crm.lead.read|crm.opportunity.read|crm.quotation.read|crm.approval.read,head_office|eastern|northern,crane|dockdoor|solar|service
+ALLA,ceo.uat@allaos.local,user,executive,crm.dashboard.read|crm.approval.read,head_office|eastern|northern,crane|dockdoor|solar|service
+ALLA,head_mk.uat@allaos.local,user,marketing_manager,crm.dashboard.read|crm.lead.read|crm.lead.create|crm.lead.update|crm.lead.assign,head_office,crane|dockdoor|solar
+ALLA,mk.uat@allaos.local,user,marketing,crm.lead.read|crm.lead.create,head_office,crane|dockdoor|solar
+ALLA,manager.uat@allaos.local,user,sales_manager,crm.dashboard.read|crm.customer.read|crm.opportunity.read|crm.quotation.read|crm.approval.read,head_office|eastern|northern,crane|dockdoor|solar|service
+ALLA,mgr_crane.uat@allaos.local,user,sales_manager,crm.dashboard.read|crm.customer.read|crm.opportunity.read|crm.quotation.read|crm.approval.read,eastern,crane
+ALLA,sales_crane.uat@allaos.local,user,sales,crm.customer.read|crm.opportunity.read|crm.quotation.read,eastern,crane
+ALLA,mgr_dock.uat@allaos.local,user,sales_manager,crm.dashboard.read|crm.customer.read|crm.opportunity.read|crm.quotation.read|crm.approval.read,head_office,dockdoor
+ALLA,sales_dock.uat@allaos.local,user,sales,crm.customer.read|crm.opportunity.read|crm.quotation.read,head_office,dockdoor
+ALLA,mgr_solar.uat@allaos.local,user,sales_manager,crm.dashboard.read|crm.customer.read|crm.opportunity.read|crm.quotation.read|crm.approval.read,northern,solar
+ALLA,sales_solar.uat@allaos.local,user,sales,crm.customer.read|crm.opportunity.read|crm.quotation.read,northern,solar
+ALLA,sales.uat@allaos.local,user,sales,crm.customer.read|crm.opportunity.read|crm.quotation.read,head_office|eastern,crane|dockdoor
+
+ONVALLA,gm.onvalla@allaos.local,user,general_manager,crm.dashboard.read|crm.customer.read|crm.lead.read|crm.opportunity.read|crm.quotation.read|crm.approval.read,head_office|eastern|northern,crane|dockdoor|solar|service
+ONVALLA,ceo.onvalla@allaos.local,user,executive,crm.dashboard.read|crm.approval.read,head_office|eastern|northern,crane|dockdoor|solar|service
+ONVALLA,head_mk.onvalla@allaos.local,user,marketing_manager,crm.dashboard.read|crm.lead.read|crm.lead.create|crm.lead.update|crm.lead.assign,head_office,crane|dockdoor|solar
+ONVALLA,mk.onvalla@allaos.local,user,marketing,crm.lead.read|crm.lead.create,head_office,crane|dockdoor|solar
+ONVALLA,manager.onvalla@allaos.local,user,sales_manager,crm.dashboard.read|crm.customer.read|crm.opportunity.read|crm.quotation.read|crm.approval.read,head_office|eastern|northern,crane|dockdoor|solar|service
+ONVALLA,mgr_crane.onvalla@allaos.local,user,sales_manager,crm.dashboard.read|crm.customer.read|crm.opportunity.read|crm.quotation.read|crm.approval.read,eastern,crane
+ONVALLA,sales_crane.onvalla@allaos.local,user,sales,crm.customer.read|crm.opportunity.read|crm.quotation.read,eastern,crane
+ONVALLA,mgr_dock.onvalla@allaos.local,user,sales_manager,crm.dashboard.read|crm.customer.read|crm.opportunity.read|crm.quotation.read|crm.approval.read,head_office,dockdoor
+ONVALLA,sales_dock.onvalla@allaos.local,user,sales,crm.customer.read|crm.opportunity.read|crm.quotation.read,head_office,dockdoor
+ONVALLA,mgr_solar.onvalla@allaos.local,user,sales_manager,crm.dashboard.read|crm.customer.read|crm.opportunity.read|crm.quotation.read|crm.approval.read,northern,solar
+ONVALLA,sales_solar.onvalla@allaos.local,user,sales,crm.customer.read|crm.opportunity.read|crm.quotation.read,northern,solar
+ONVALLA,sales.onvalla@allaos.local,user,sales,crm.customer.read|crm.opportunity.read|crm.quotation.read,head_office|eastern,crane|dockdoor

setup/ALLA-ONVALLA/organizations.csv

@@ -0,0 +1,3 @@
+organization_code,organization_name,slug,created_by_email,tax_id,default_currency,phone,email,address,logo_url,plan,status
+ALLA,ALLA Company Limited,alla,super_admin@allaos.local,1200101745173,THB,02-000-0000,admin@alla.example,99/9 Rama IX Road Bangkok,,enterprise,active
+ONVALLA,ONVALLA Demo Company,onvalla,super_admin@allaos.local,1200101745178,THB,02-000-0099,admin@onvalla.example,88/8 Demo Road Bangkok,,enterprise,active

setup/ALLA-ONVALLA/product-types.csv

@@ -0,0 +1,5 @@
+organization_code,product_type_code,product_type_name,document_prefix,sort_order,is_active,metadata_json
+ALLA,crane,Crane,CR,1,true,{}
+ALLA,dockdoor,DocK Door,DK,2,true,{}
+ONVALLA,crane,Crane,CR,3,true,{}
+ONVALLA,solarcell,Solar cell,SC,4,true,{}

setup/ALLA-ONVALLA/users.csv

@@ -0,0 +1,40 @@
+email,name,system_role,password,active_organization_code,image_url,reset_password
+super_admin@allaos.local,System Administrator,super_admin,ChangeMe123!,ALLA,,FALSE
+
+gm.uat@allaos.local,General Manager,user,ChangeMe123!,ALLA,,FALSE
+ceo.uat@allaos.local,Chief Executive Officer,user,ChangeMe123!,ALLA,,FALSE
+
+head_mk.uat@allaos.local,Head of Marketing,user,ChangeMe123!,ALLA,,FALSE
+mk.uat@allaos.local,Marketing User,user,ChangeMe123!,ALLA,,FALSE
+
+manager.uat@allaos.local,Sales Director,user,ChangeMe123!,ALLA,,FALSE
+
+mgr_crane.uat@allaos.local,Crane Sales Manager,user,ChangeMe123!,ALLA,,FALSE
+sales_crane.uat@allaos.local,Crane Sales,user,ChangeMe123!,ALLA,,FALSE
+
+mgr_dock.uat@allaos.local,Dock Door Sales Manager,user,ChangeMe123!,ALLA,,FALSE
+sales_dock.uat@allaos.local,Dock Door Sales,user,ChangeMe123!,ALLA,,FALSE
+
+mgr_solar.uat@allaos.local,Solar Sales Manager,user,ChangeMe123!,ALLA,,FALSE
+sales_solar.uat@allaos.local,Solar Sales,user,ChangeMe123!,ALLA,,FALSE
+
+sales.uat@allaos.local,General Sales,user,ChangeMe123!,ALLA,,FALSE
+
+gm.onvalla@allaos.local,General Manager,user,ChangeMe123!,ONVALLA,,FALSE
+ceo.onvalla@allaos.local,Chief Executive Officer,user,ChangeMe123!,ONVALLA,,FALSE
+
+head_mk.onvalla@allaos.local,Head of Marketing,user,ChangeMe123!,ONVALLA,,FALSE
+mk.onvalla@allaos.local,Marketing User,user,ChangeMe123!,ONVALLA,,FALSE
+
+manager.onvalla@allaos.local,Sales Director,user,ChangeMe123!,ONVALLA,,FALSE
+
+mgr_crane.onvalla@allaos.local,Crane Sales Manager,user,ChangeMe123!,ONVALLA,,FALSE
+sales_crane.onvalla@allaos.local,Crane Sales,user,ChangeMe123!,ONVALLA,,FALSE
+
+mgr_dock.onvalla@allaos.local,Dock Door Sales Manager,user,ChangeMe123!,ONVALLA,,FALSE
+sales_dock.onvalla@allaos.local,Dock Door Sales,user,ChangeMe123!,ONVALLA,,FALSE
+
+mgr_solar.onvalla@allaos.local,Solar Sales Manager,user,ChangeMe123!,ONVALLA,,FALSE
+sales_solar.onvalla@allaos.local,Solar Sales,user,ChangeMe123!,ONVALLA,,FALSE
+
+sales.onvalla@allaos.local,General Sales,user,ChangeMe123!,ONVALLA,,FALSE