{ "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" ] }