92 lines
3.2 KiB
Markdown
92 lines
3.2 KiB
Markdown
# ALLA OS Setup CSV Templates
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This folder contains the supported static CSV template pack for Task D.7.3.
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Rules:
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- UTF-8 text.
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- Comma delimiter.
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- LF line endings.
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- One header row and one safe sample row per CSV.
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- No unsupported template files are generated.
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- No production data, formulas, secrets, or binary references are included.
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## Sample Dataset
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All templates use one consistent sample dataset:
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- Organization: `ALLA`
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- Branch: `head_office`
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- Product type: `crane`
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- Currency: `THB`
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- Administrator: `admin@example.com`
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- Marketing: `mk.uat@example.com`
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- Sales: `sales.uat@example.com`
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- Manager: `manager.uat@example.com`
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- CEO: `ceo.uat@example.com`
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- Customer: `CUS-001`
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- Lead: `LD-001`
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- Opportunity: `OP-001`
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- Quotation: `QT-HO-CR-2607-001`
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## Import Order
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| Order | File | Purpose |
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| --- | --- | --- |
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| 01 | `users.csv` | Setup-managed users |
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| 02 | `organizations.csv` | Tenant organizations |
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| 03 | `memberships.csv` | Organization memberships |
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| 05 | `crm-role-assignments.csv` | CRM role assignments |
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| 06 | `master-options.csv` | Generic master options |
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| 07 | `branches.csv` | Branch options |
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| 08 | `product-types.csv` | Product type options |
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| 14 | `document-sequences.csv` | Document numbering |
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| 15 | `approval-workflows.csv` | Approval workflows |
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| 16 | `approval-steps.csv` | Approval workflow steps |
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| 17 | `approval-matrix.csv` | Approval routing matrix |
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| 30 | `customers.csv` | CRM customers |
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| 32 | `contacts.csv` | Customer contacts |
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| 33 | `contact-shares.csv` | Contact sharing grants |
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| 34 | `leads.csv` | Marketing leads |
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| 36 | `opportunities.csv` | Sales opportunities |
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| 37 | `opportunity-parties.csv` | Opportunity project parties |
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| 40 | `quotations.csv` | Quotation headers |
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| 41 | `quotation-items.csv` | Quotation line items |
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| 42 | `quotation-parties.csv` | Quotation project parties |
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| 43 | `quotation-topics.csv` | Quotation topic headers |
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| 44 | `quotation-topic-items.csv` | Quotation topic rows |
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## Relationship Rules
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- `organization_code` links rows to the organization import context.
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- `user_email`, `created_by_email`, `updated_by_email`, and role-related email fields resolve to `users.email`.
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- `branch_code` resolves to `ms_options` category `crm_branch`.
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- `product_type_code` resolves to `ms_options` category `crm_product_type`.
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- `customer_code`, `lead_code`, `opportunity_code`, and `quotation_code` are business keys within the organization.
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- `topic_key` is an import-only alias linking `quotation-topics.csv` to `quotation-topic-items.csv`.
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- Pipe-delimited fields, such as permission or scope lists, use `|`.
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## Placeholders
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These templates intentionally leave sensitive or runtime values empty:
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- `users.csv` has an empty `password` sample value.
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- Runtime approval and PDF artifact fields are not present.
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- Binary attachment paths are not present.
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## Unsupported Templates
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The following files are documented but not generated because the current schema does not support them as safe first-class setup imports:
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- `departments.csv`
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- `teams.csv`
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- `warehouses.csv`
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- `sites.csv`
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- `services.csv`
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- `price-books.csv`
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- `tax-rates.csv`
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- `attachments.csv`
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- `email-settings.csv`
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See `docs/setup/csv-template-spec.md` and `docs/setup/import-mapping.md` for the full contract.
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