uat-seed-script

docs/seeding/uat-seed-guide.md

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+# UAT Seed Guide
+
+## Purpose
+
+Seeded UAT data is designed to make the CRM flow visible end-to-end:
+
+`Marketing (MK) -> Sales -> Manager -> CEO`
+
+Default password for all seeded UAT accounts:
+
+```text
+UatDemo123!
+```
+
+## Seeded Users
+
+| User Email | Role | What this user should see | Expected CRM data | Expected approval actions |
+| --- | --- | --- | --- | --- |
+| `mk.uat@alla.local` | Marketing | lead intake, assigned lead queue, follow-up workload, dashboard without final commercial authority | newly created and assigned leads including crane and dock door stories | assign leads to sales, monitor follow-up only |
+| `sales.crane.uat@alla.local` | Sales - Crane | own crane opportunities and quotations, pricing-visible commercial pipeline for crane work | crane project stories such as Siam Manufacturing / Toyota Gateway Plant | submit crane quotation for approval, track follow-up |
+| `sales.dockdoor.uat@alla.local` | Sales - Dock Door | own dock door opportunities and quotations, follow-up workload | dock door stories such as Eastern Logistics / WHA Warehouse | submit dock door quotation, maintain follow-up and revisions |
+| `mgr.sales.uat@alla.local` | Sales Manager + Department Manager | team-wide quotation queue, approval steps 1 and 2, broader sales pipeline | pending manager approval, manager-approved waiting CEO, revised quotations | approve, reject, return, and advance quotations |
+| `ceo.uat@alla.local` | CEO / Top Manager | executive dashboard, organization-wide quotations, final approval queue | manager-approved quotations waiting final decision, approved deal visibility | final approve or reject quotations |
+| `admin.uat@alla.local` | CRM Admin | full setup/admin visibility including master options, sequences, approvals, document templates | complete seeded organization data | verify configuration, inspect all data, no special workflow dependency |
+
+## Seeded Workflow Scenarios
+
+### Scenario A: Crane Project
+
+- Customer: `Siam Manufacturing Co., Ltd.`
+- End Customer: `Toyota Gateway Plant`
+- Project: `Overhead Crane Installation Phase 1`
+- Product Type: `Crane`
+- Owner flow: MK -> Sales Crane -> Sales Manager -> CEO
+- Expected status: manager-approved and waiting final CEO approval
+
+### Scenario B: Dock Door Project
+
+- Customer: `Eastern Logistics Co., Ltd.`
+- End Customer: `WHA Warehouse`
+- Project: `Loading Dock Expansion`
+- Product Type: `Dock Door`
+- Owner flow: MK -> Sales Dock Door
+- Expected status: draft/follow-up style commercial progress before final submission
+
+### Scenario C: Lost / No Quotation
+
+- Customer: `Demo Lost Customer`
+- Expected status: `No Quotation`
+- Expected reason: `Budget not approved`
+
+### Scenario D: Follow-up Due States
+
+- seeded at least one follow-up due today
+- seeded at least one overdue follow-up
+- seeded at least one upcoming follow-up
+
+## Approval Flow Expectation
+
+Seeded workflow: `Quotation Standard Approval`
+
+1. Sales submits quotation
+2. Sales Manager approves
+3. Department Manager approves
+4. CEO final approves
+
+For UAT simplicity, `mgr.sales.uat@alla.local` holds both manager stages so the queue is easy to validate visually.
+
+## Seed Commands
+
+```bash
+npm run seed:system
+npm run seed:uat
+npm run seed:reset -- --allow-db-reset
+```
+
+## Verification
+
+```bash
+npm run typecheck
+npm run build
+npm run seed:reset -- --allow-db-reset
+npm run verify:encoding
+npm run verify:crm-access
+npm run audit:pdf
+```