alla-allaos-fullstack/docs/setup/seed-matrix.md

Setup Seed Matrix

Source task: plans/task-d.7.1.md Source audit: docs/implementation/task-d7-initial-system-setup-audit.md

Seed type values:

• foundation: shared system or CRM foundation data required before normal app use.
• organization: tenant-specific setup data.
• business: customer, sales, quotation, and related master/business data.
• demo_uat: deterministic demo or UAT fixture data.
• runtime_generated: data generated by approved workflows or system actions.
• runtime_only: operational data that should not be seeded directly.
• unsupported_pending_schema: requested concept that does not currently have a first-class schema.

Module	Entity	Table / Storage	Seed Type	Required For First Login	Required For CRM	Required For Quotation	CSV Importable	Wizard Editable	Auto Generated	Source Truth	Dependencies	Import Order	Reset Scope	Notes
Core	User	users	organization	yes	yes	yes	yes	yes	no	CSV/Wizard/Auth seed	none	01	organization_reset	First administrator must exist before organization-owned foundation setup can complete.
Core	Organization	organizations	organization	yes	yes	yes	yes	yes	no	CSV/Wizard	created_by_user	02	organization_reset	Current system seed creates ALLA Demo; wizard must accept real organization input.
Core	Membership	memberships	organization	yes	yes	yes	yes	yes	no	CSV/Wizard	user, organization	03	organization_reset	Grants app-level organization access.
Authorization	CRM role profile	crm_role_profiles	foundation	no	yes	yes	no	limited	no	src/lib/auth/rbac.ts + role foundation	organization, created_by_user	04	foundation_reset	Seed from code-defined defaults; import custom profiles later only after governance.
Authorization	CRM user role assignment	crm_user_role_assignments	organization	no	yes	yes	yes	yes	no	CSV/Wizard	user, organization, role profile, branch/product options	05	organization_reset	Primary CRM authorization source per ADR-0014.
Foundation	Master option	ms_options	foundation	no	yes	yes	yes	yes	no	Foundation seed/CSV	organization, created_by_user	06	foundation_reset	Shared option table for many governed CRM dropdowns.
Foundation	Branch	ms_options(category=crm_branch)	organization	no	yes	yes	yes	yes	no	CSV/Wizard	organization, created_by_user	07	organization_reset	Branch is currently modeled as a master option, not a branch table.
Foundation	Product type	ms_options(category=crm_product_type)	organization	no	yes	yes	yes	yes	no	CSV/Wizard	organization, created_by_user	08	organization_reset	Used by CRM scope and document sequence resolution.
Foundation	Currency	ms_options(category=crm_currency)	foundation	no	yes	yes	yes	yes	no	Foundation seed/CSV	organization	09	foundation_reset	Default should include THB.
Foundation	Unit	ms_options(category=crm_unit)	foundation	no	no	yes	yes	yes	no	Foundation seed/CSV	organization	10	foundation_reset	Used by quotation items.
Foundation	Status and reason options	ms_options status/reason categories	foundation	no	yes	yes	yes	limited	no	Foundation seed/CSV	organization	11	foundation_reset	Includes customer, lead, opportunity, quotation, lost/cancel/no-quotation statuses.
Foundation	Job title	ms_options(category=crm_job_title)	foundation	no	yes	yes	yes	limited	no	Foundation seed/CSV	organization	12	foundation_reset	Used by PDF signature position fallback rules.
Foundation	Project party role	ms_options(category=crm_project_party_role)	foundation	no	yes	yes	yes	limited	no	Foundation seed/CSV	organization	13	foundation_reset	Required by revenue attribution and quotation parties.
Document sequence	Document sequence	document_sequences	foundation	no	yes	yes	yes	yes	no	Foundation seed/Wizard	organization, branch, product type	14	foundation_reset	Scoped by organization, branch, product type, document type, period.
Approval	Approval workflow	crm_approval_workflows	foundation	no	no	yes	yes	yes	no	Foundation seed/Wizard	organization, created_by_user	15	foundation_reset	Quotation approval depends on this.
Approval	Approval step	crm_approval_steps	foundation	no	no	yes	yes	yes	no	Foundation seed/Wizard	approval workflow	16	foundation_reset	Defines sequential actors and SLA metadata.
Approval	Approval matrix	crm_approval_matrices	foundation	no	no	yes	yes	yes	no	Foundation seed/Wizard	approval workflow, branch, product type	17	foundation_reset	Resolves workflow by amount/scope.
Document template	Template	crm_document_templates	foundation	no	no	yes	no	limited	no	Foundation seed/document-template foundation	organization, created_by_user	18	foundation_reset	Approved path for template metadata.
Document template	Template version	crm_document_template_versions	foundation	no	no	yes	no	limited	no	Foundation seed/document-template foundation	template	19	foundation_reset	Must have one active PDFME version for quotation.
Document template	Template mapping	crm_document_template_mappings	foundation	no	no	yes	no	limited	no	Foundation seed/PDF registry	template version	20	foundation_reset	DB mapping for PDF placeholders.
Document template	Template table column	crm_document_template_table_columns	foundation	no	no	yes	no	limited	no	Foundation seed/PDF registry	template mapping	21	foundation_reset	Required by table placeholders.
Document library	Document library	crm_document_libraries	foundation	no	no	yes	no	limited	no	Foundation seed/document-library foundation	organization, storage provider	22	foundation_reset	Metadata for reusable document library files.
Document library	Document library version	crm_document_library_versions + storage object	foundation	no	no	yes	no	limited	partly	Foundation seed/storage provider	document library, storage provider	23	foundation_reset	Storage write cannot be DB-transactional; setup report must capture compensation needs.
Notifications	Notification template	app_notification_templates	foundation	no	yes	yes	no	limited	no	Foundation seed/notification foundation	organization, created_by_user	24	foundation_reset	Required for approval in-app notifications.
Reports	Report definition	crm_report_definitions	foundation	no	yes	no	no	limited	no	Foundation seed/report foundation	organization	25	foundation_reset	Required by report catalog.
CRM	Customer	crm_customers	business	no	yes	yes	yes	yes	no	CSV/CRM service	organization, branch, owner user, master options	30	business_reset	Must use customer service/audit rules in implementation.
CRM	Customer owner history	crm_customer_owner_history	runtime_generated	no	yes	yes	no	no	yes	Customer service	customer, owner user	31	business_reset	Generated when owner changes; UAT seed currently writes initial history.
CRM	Contact	crm_customer_contacts	business	no	yes	yes	yes	yes	no	CSV/CRM service	organization, customer	32	business_reset	Contact visibility is governed by customer/contact sharing rules.
CRM	Contact share	crm_contact_shares	business	no	yes	optional	yes	yes	no	CSV/CRM service	organization, contact, shared user	33	business_reset	Must preserve ADR-0015 visibility model.
CRM	Lead	crm_leads	business	no	yes	optional	yes	yes	no	CSV/CRM service	organization, branch, customer/contact optional, owner/assignee users, options	34	business_reset	Dedicated marketing-owned lead table per ADR-0018 direction.
CRM	Lead followup	audit payload in tr_audit_logs today	runtime_generated	no	yes	no	no	no	yes	Lead service	lead, user	35	business_reset	No first-class lead followup table currently identified.
CRM	Opportunity	crm_opportunities	business	no	yes	yes	yes	yes	no	CSV/CRM service	organization, customer, contact, lead optional, options, assignee	36	business_reset	Active sales opportunity domain.
CRM	Opportunity party	crm_opportunity_customers	business	no	yes	yes	yes	yes	no	CSV/CRM service	opportunity, customer, project party role	37	business_reset	Used by revenue attribution.
CRM	Opportunity followup	crm_opportunity_followups	business	no	yes	optional	no	yes	no	Opportunity service	opportunity, contact, followup option	38	business_reset	Could be CSV-supported later; D.7.1 does not require a template.
CRM	Opportunity attachment	crm_opportunity_attachments + storage/file path	business	no	yes	optional	no	yes	partly	Opportunity service/storage foundation	opportunity, storage	39	business_reset	File import deferred until upload transport rules are specified.
Quotation	Quotation	crm_quotations	business	no	yes	yes	yes	yes	no	CSV/Quotation service	organization, opportunity optional, customer, contact, branch, options, salesman	40	business_reset	Must preserve revision/approval/document behavior.
Quotation	Quotation item	crm_quotation_items	business	no	no	yes	yes	yes	no	CSV/Quotation service	quotation, product type, unit, discount type	41	business_reset	Not a price-book row; item text/pricing belong to quotation.
Quotation	Quotation party	crm_quotation_customers	business	no	yes	yes	yes	yes	no	CSV/Quotation service	quotation, customer, project party role	42	business_reset	Billing/end customer rules affect reports.
Quotation	Quotation topic	crm_quotation_topics	business	no	no	yes	yes	yes	no	CSV/Quotation service	quotation, topic type	43	business_reset	Parent for topic items.
Quotation	Quotation topic item	crm_quotation_topic_items	business	no	no	yes	yes	yes	no	CSV/Quotation service	quotation topic	44	business_reset	Ordered terms/scope rows.
Quotation	Quotation followup	crm_quotation_followups	business	no	yes	yes	no	yes	no	Quotation service	quotation, contact, followup option	45	business_reset	Could be CSV-supported later; D.7.1 does not require a template.
Quotation	Quotation attachment	crm_quotation_attachments + storage/file path	business	no	optional	optional	no	yes	partly	Quotation service/storage foundation	quotation, storage	46	business_reset	attachments.csv deferred because binary transport is not generic CSV.
Approval runtime	Approval request	crm_approval_requests	runtime_generated	no	no	yes	no	no	yes	Approval service	quotation, approval workflow	50	demo_uat_reset	Production requests are runtime data; demo seed may generate fixtures.
Approval runtime	Approval action	crm_approval_actions	runtime_generated	no	no	yes	no	no	yes	Approval service	approval request, actor	51	demo_uat_reset	Production actions are runtime audit/workflow records.
Audit	Audit log	tr_audit_logs	runtime_only	no	no	no	no	no	yes	Audit foundation	actor, entity	60	full_reset	Should be created by services, not CSV import.
Notifications	Notification event	app_notification_events	runtime_only	no	no	no	no	no	yes	Notification foundation	entity/action	61	full_reset	Runtime queue/event state.
Notifications	User notification	app_notifications	runtime_only	no	no	no	no	no	yes	Notification foundation	notification event, recipient	62	full_reset	User-facing runtime inbox state.
Notifications	Dispatch	app_notification_dispatches	runtime_only	no	no	no	no	no	yes	Notification foundation	notification event/template	63	full_reset	Provider dispatch runtime state.
Notifications	Delivery	app_notification_deliveries	runtime_only	no	no	no	no	no	yes	Notification foundation	notification	64	full_reset	Delivery runtime state.
PDF/storage	Document artifact	crm_document_artifacts + storage object	runtime_generated	no	no	yes	no	no	yes	Document artifact/PDF/storage foundations	entity, template, storage	65	explicit_artifact_reset	Approved documents are immutable-first; do not delete casually.
Storage	Uploaded file	storage provider + attachment metadata	runtime_generated	no	optional	optional	no	no	partly	Storage foundation	entity, uploader	66	explicit_storage_reset	Storage cleanup needs compensation/reporting.
Setup	Setup run	proposed setup_runs	foundation	no	no	no	no	no	yes	Setup foundation	actor	70	setup_run_reset	Proposed for resume/reporting; not implemented yet.
Setup	Setup run step	proposed setup_run_steps	foundation	no	no	no	no	no	yes	Setup foundation	setup run	71	setup_run_reset	Proposed for step state and error history.
Setup	Seed manifest	proposed seed_manifests	foundation	no	yes	yes	no	no	yes	Setup foundation	organization optional	72	setup_run_reset	Proposed for seed lifecycle tracking.
Setup	Seed manifest item	proposed seed_manifest_items	foundation	no	yes	yes	no	no	yes	Setup foundation	seed manifest	73	setup_run_reset	Proposed for checksum and item-level report.
Demo	UAT users	users, memberships, crm_user_role_assignments	demo_uat	no	no	no	no	no	no	src/db/seeds/uat-users.seed.ts	foundation seed	80	demo_uat_reset	Separate from production foundation install.
Demo	UAT CRM data	CRM business/runtime tables	demo_uat	no	no	no	no	no	no	src/db/seeds/crm-uat.seed.ts	UAT users, foundation seed	81	demo_uat_reset	Deterministic demo stories.
Unsupported	Department	none identified	unsupported_pending_schema	no	no	no	no	no	no	pending ADR/schema	organization	90	none	Do not implement as first-class setup data without schema decision.
Unsupported	Team	none identified	unsupported_pending_schema	no	no	no	no	no	no	pending ADR/schema	organization	91	none	Team-scope limitations are documented in security docs.
Unsupported	Warehouse	none identified	unsupported_pending_schema	no	no	no	no	no	no	pending ADR/schema	organization	92	none	No warehouse table reviewed.
Unsupported	Site	none identified	unsupported_pending_schema	no	optional	optional	no	no	no	pending ADR/schema	customer/opportunity	93	none	Project location is currently stored on lead/opportunity/quotation text fields.
Unsupported	Service catalog	none identified	unsupported_pending_schema	no	no	optional	no	no	no	pending ADR/schema	organization	94	none	Current quotation item descriptions are free-form.
Unsupported	Price book	none identified	unsupported_pending_schema	no	no	optional	no	no	no	pending ADR/schema	product/service catalog	95	none	Do not conflate with generic starter products table.
Unsupported	Tax rate table	none identified	unsupported_pending_schema	no	no	optional	no	no	no	pending ADR/schema	organization/currency	96	none	Quotation tax rate is currently stored on quotation/item rows.
Configuration	Email provider config	environment/provider settings	unsupported_pending_schema	no	optional	optional	no	limited	no	environment	deployment config	97	none	Verification can check env readiness; no first-class table identified.