alla-allaos-fullstack/setup/templates

ALLA OS Setup CSV Templates

This folder contains the supported static CSV template pack for Task D.7.3.

Rules:

• UTF-8 text.
• Comma delimiter.
• LF line endings.
• One header row and one safe sample row per CSV.
• No unsupported template files are generated.
• No production data, formulas, secrets, or binary references are included.

Sample Dataset

All templates use one consistent sample dataset:

• Organization: ALLA
• Branch: head_office
• Product type: crane
• Currency: THB
• Administrator: admin@example.com
• Marketing: mk.uat@example.com
• Sales: sales.uat@example.com
• Manager: manager.uat@example.com
• CEO: ceo.uat@example.com
• Customer: CUS-001
• Lead: LD-001
• Opportunity: OP-001
• Quotation: QT-HO-CR-2607-001

Import Order

Order	File	Purpose
01	users.csv	Setup-managed users
02	organizations.csv	Tenant organizations
03	memberships.csv	Organization memberships
05	crm-role-assignments.csv	CRM role assignments
06	master-options.csv	Generic master options
07	branches.csv	Branch options
08	product-types.csv	Product type options
14	document-sequences.csv	Document numbering
15	approval-workflows.csv	Approval workflows
16	approval-steps.csv	Approval workflow steps
17	approval-matrix.csv	Approval routing matrix
30	customers.csv	CRM customers
32	contacts.csv	Customer contacts
33	contact-shares.csv	Contact sharing grants
34	leads.csv	Marketing leads
36	opportunities.csv	Sales opportunities
37	opportunity-parties.csv	Opportunity project parties
40	quotations.csv	Quotation headers
41	quotation-items.csv	Quotation line items
42	quotation-parties.csv	Quotation project parties
43	quotation-topics.csv	Quotation topic headers
44	quotation-topic-items.csv	Quotation topic rows

Relationship Rules

• organization_code links rows to the organization import context.
• user_email, created_by_email, updated_by_email, and role-related email fields resolve to users.email.
• branch_code resolves to ms_options category crm_branch.
• product_type_code resolves to ms_options category crm_product_type.
• customer_code, lead_code, opportunity_code, and quotation_code are business keys within the organization.
• topic_key is an import-only alias linking quotation-topics.csv to quotation-topic-items.csv.
• Pipe-delimited fields, such as permission or scope lists, use |.

Placeholders

These templates intentionally leave sensitive or runtime values empty:

• users.csv has an empty password sample value.
• Runtime approval and PDF artifact fields are not present.
• Binary attachment paths are not present.

Unsupported Templates

The following files are documented but not generated because the current schema does not support them as safe first-class setup imports:

• departments.csv
• teams.csv
• warehouses.csv
• sites.csv
• services.csv
• price-books.csv
• tax-rates.csv
• attachments.csv
• email-settings.csv

See docs/setup/csv-template-spec.md and docs/setup/import-mapping.md for the full contract.