alla-allaos-fullstack/plans/task-gendata.md

# Prompt : Generate UAT Seed Data for ALLA CRM

Role:
You are a Senior Solution Architect, Business Analyst, and Data Architect responsible for preparing realistic UAT seed data for the ALLA CRM system.

## Objective

Generate business-oriented seed data that demonstrates the complete CRM workflow.

The goal is NOT to create random records.

Every record must belong to a realistic business scenario so that end users can understand the system immediately during UAT.

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## General Rules

* All data must be internally consistent.
* Every document must reference existing related data.
* Dates should simulate approximately the last 90 days.
* Mix Draft, In Progress, Completed, Won, Lost and Cancelled cases.
* Generate believable Thai company names, projects and contacts.
* Avoid Lorem Ipsum.
* Avoid fake meaningless values.

---

# Business Scenarios

Create at least 15 complete business stories.

Example:

## Story 1

Lead received from Website

Customer:
Bangkok Food Industry Co.,Ltd.

Project:
Warehouse Crane Installation

Flow

Lead
↓

Marketing Follow-up

↓

Assign to Sales

↓

Opportunity

↓

Site Survey

↓

Requirement Gathering

↓

Quotation

↓

Approval

↓

Sent to Customer

↓

PO Received

Story should contain every related record.

---

Story 2

Lead Lost

Reason

Budget too high

Competitor:
Konecranes

Outcome

Closed Lost

---

Story 3

Customer requested Revision

Quotation R01

↓

Rejected by customer

↓

Quotation R02

↓

Approved

↓

PO

---

Story 4

No Quotation

Reason

Customer cancelled project

---

Story 5

Large project

Multiple project parties

Billing Customer

Contractor

Consultant

End Customer

---

Story 6

Quotation waiting approval

Sales Manager pending

---

Story 7

Approval rejected

Return to Sales

Create Revision

---

Story 8

Follow-up overdue

Sales forgot to contact customer

---

Story 9

High Value Project

Estimated value

35 Million THB

Chance

80%

Priority

High

---

Story 10

Service Project

Product Type

Service

Maintenance Contract

---

Continue until at least 15 stories.

---

## Required Master Data

Generate realistic master data.

Organizations

Branches

Product Types

Sales Teams

Marketing Teams

Users

Approval Roles

Customers

Customer Groups

Contacts

Sites

Industries

Competitors

Lead Sources

Currencies

Units

Payment Terms

Delivery Terms

Master Options

---

## Customer Requirements

Create approximately

50 Customers

Each customer has

1–5 Sites

Each site has

2–6 Contacts

Different industries

Construction

Factory

Food

Automotive

Power Plant

Logistics

Hospital

Government

University

Commercial Building

---

## Lead Requirements

Generate approximately

80 Leads

Status distribution

20 New

15 Contacted

10 Assigned

15 Opportunity

10 Closed Won

8 Closed Lost

2 Cancelled

Different Lead Sources

Website

Facebook

LINE OA

Referral

Existing Customer

Sales Visit

Exhibition

Phone Call

---

## Opportunity Requirements

Generate approximately

40 Opportunities

Different pipeline stages

Requirement Gathering

Budget Checking

Competitor Analysis

Proposal Preparation

Quotation

Negotiation

PO Pending

---

## Quotation Requirements

Generate approximately

60 Quotations

Mix

Draft

Pending Approval

Approved

Sent

Following Up

Won

Lost

Cancelled

Around 20 quotations should have Revision R02 or R03.

---

Each quotation should contain

Header

Customer

Project

Project Parties

Items

Topics

Scope

Exclusion

Payment Terms

Delivery

Warranty

Attachments

Follow-ups

Approval History

Remarks

Currency

Tax

Discount

Totals

---

## Approval Data

Generate realistic approval history.

Sales Manager

Department Manager

Managing Director

Include

Approved

Rejected

Pending

Returned

Approval timestamps must be realistic.

---

## PO Data

Generate

25 Purchase Orders

Linked to approved quotations only.

Include

PO Number

PO Date

Currency

Amount

---

## Dashboard Distribution

Data should produce meaningful dashboards.

Examples

Sales Pipeline

Quotation by Status

Revenue Forecast

Won vs Lost

Top Customers

Top Salespersons

Follow-up Due Today

Overdue Follow-up

Opportunity Value

Monthly Revenue

Branch Comparison

Product Type Comparison

Lead Source Analysis

Competitor Analysis

Conversion Rate

---

## Follow-up Activities

Every Lead, Opportunity and Quotation should contain timeline activities.

Examples

Phone Call

LINE

Email

Meeting

Site Survey

Customer Visit

Quotation Sent

Reminder

PO Follow-up

Each activity should contain

Date

Owner

Remark

Next Follow-up Date

Status

---

## Data Quality

Every foreign key must be valid.

Every document number must follow project numbering rules.

No orphan records.

No duplicated business logic.

Statuses must match the workflow.

Approval history must match document status.

Won quotations must have PO.

Lost quotations must contain Lost Reason.

Cancelled documents must contain Cancel Reason.

No Quotation cases must contain No Quotation Reason.

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## Output

Generate the seed in modular files.

seed/

master/

organization.seed.ts

branch.seed.ts

users.seed.ts

customers.seed.ts

contacts.seed.ts

lead.seed.ts

opportunity.seed.ts

quotation.seed.ts

approval.seed.ts

purchase-order.seed.ts

followup.seed.ts

attachments.seed.ts

dashboard.seed.ts

The seed must be idempotent.

Running multiple times should not create duplicated business records.

The generated data should allow UAT users to experience every important workflow in the CRM system without manually creating records.