66 lines
2.5 KiB
Markdown
66 lines
2.5 KiB
Markdown
# Task D.7.12 Step-by-Step First-Run Required CSV Import
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Date: 2026-07-03
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Status: implemented
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## Review Completed
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- Reviewed `AGENTS.md` task governance from the active repository instructions.
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- Reviewed `docs/standards/task-contract-template.md`.
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- Reviewed `docs/standards/task-catalog.md`.
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- Reviewed `docs/standards/project-foundations.md`.
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- Reviewed `docs/standards/architecture-rules.md`.
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- Reviewed `docs/standards/ui-ux-rules.md`.
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- Reviewed `docs/standards/task-review-checklist.md`.
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- Reviewed setup lineage notes:
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- `docs/implementation/task-d7-initial-system-setup-audit.md`
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- `docs/implementation/task-d76-dashboard-setup-wizard-ui.md`
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- `docs/implementation/task-d78-seed-manifest-setup-state-persistence.md`
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- `docs/setup/setup-wizard-blueprint.md`
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## Decision
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The required CSV order is:
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1. `users.csv`
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2. `organizations.csv`
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3. `memberships.csv`
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4. `crm-role-assignments.csv`
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5. `master-options.csv`
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6. `branches.csv`
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7. `product-types.csv`
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8. `document-sequences.csv`
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9. `approval-workflows.csv`
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10. `approval-steps.csv`
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11. `approval-matrix.csv`
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This intentionally uses `users.csv` before `organizations.csv` because `organizations.csv`
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resolves `created_by_email` against existing users. This follows the recommendation in
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`plans/task-d.7.12.md` and avoids introducing a temporary bootstrap actor into the
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organization import data path.
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## Scope Delivered
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- Added server-owned bootstrap required step metadata in `setup-bootstrap.service.ts`.
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- Added `crm-role-assignments.csv` to the required bootstrap file list.
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- Changed public bootstrap preview and commit APIs to accept one expected CSV file per step.
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- Persisted each required CSV result to its own `setup_run_steps.step_key`.
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- Updated bootstrap completion to require all required step keys to be `passed` or `warning`.
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- Added bootstrap step dependency staleness rules in setup run persistence.
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- Reworked the Administration Setup Wizard UI into a left-stepper, single-step import flow.
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- Kept optional business CSV imports separate from system-required steps.
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## Reuse
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- Reused existing CSV preview and commit engine.
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- Reused existing `/api/setup/bootstrap/preview`, `/api/setup/bootstrap/commit`, and
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`/api/setup/bootstrap/complete` route groups.
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- Reused existing `setup_runs` and `setup_run_steps` persistence.
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- Reused setup template metadata from `setup/templates/templates.json`.
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- Reused shadcn/ui dashboard primitives and existing icon registry.
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## Verification
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- `npm run typecheck -- --pretty false` passed.
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