alla-allaos-fullstack/docs/implementation/task-d73-csv-template-static-pack.md

Task D.7.3 CSV Template Generator Static Template Pack

Date: 2026-07-02 Status: implemented

Scope Delivered

Created the official static setup CSV template pack under setup/templates/.

Generated supported CSV files:

• organizations.csv
• users.csv
• memberships.csv
• crm-role-assignments.csv
• master-options.csv
• branches.csv
• product-types.csv
• document-sequences.csv
• approval-workflows.csv
• approval-steps.csv
• approval-matrix.csv
• customers.csv
• contacts.csv
• contact-shares.csv
• leads.csv
• opportunities.csv
• opportunity-parties.csv
• quotations.csv
• quotation-items.csv
• quotation-parties.csv
• quotation-topics.csv
• quotation-topic-items.csv

Supporting files:

• setup/templates/README.md
• setup/templates/templates.json

Optional read-only metadata API:

• GET /api/setup/templates

Safety Notes

• No CSV parser was implemented.
• No CSV validation/preview engine was implemented.
• No CSV commit/import logic was implemented.
• No seed execution was implemented.
• No reset/reseed logic was implemented.
• No unsupported CSV files were generated.
• Sample users.csv leaves password empty to avoid embedding secrets.

Verification

• Template structure check: 22 CSV files; each has one header row and one sample row.
• Column count check: every sample row has the same column count as its header row.
• Unsupported template check: no unsupported CSV files were present.
• templates.json parse check: passed; 22 templates listed.
• npm run typecheck: passed.
• npx oxlint src/app/api/setup setup/templates: passed.
• npm run lint: failed due to pre-existing unrelated repo lint issues outside this task, including src/features/foundation/document-template/server/management-service.ts and skill asset scripts.

Follow-up

• D.7.4 should use setup/templates/templates.json and the CSV headers as the source contract for preview validation.
• D.7.6 can call GET /api/setup/templates for template metadata.