207 lines
7.0 KiB
Markdown
207 lines
7.0 KiB
Markdown
# Quick CSV Import Test Guide
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## Starting the Application
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```bash
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cd src/PowderCoating.Web
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dotnet run
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```
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Access at: https://localhost:58461
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## Login Credentials
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- **SuperAdmin**: `superadmin@powdercoating.com` / `SuperAdmin123!`
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- **Company Admin**: `admin@demo.com` / `CompanyAdmin123!`
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## Test Steps
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### 1. Navigate to CSV Import
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1. Login to the application
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2. Click **Tools** in the navigation menu
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3. Scroll down to the **CSV Bulk Import** card (yellow border)
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4. You'll see 3 tabs: Customers, Catalog Items, Inventory
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### 2. Test Customer Import
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#### Download Template
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1. Click on **Customers** tab
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2. Click **Download Customer Template** button
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3. Open the downloaded CSV file in Excel or text editor
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4. You'll see headers and one example row
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#### Modify Template
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Add a few test customers:
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```csv
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CompanyName,ContactName,Email,Phone,Address,City,State,ZipCode,CustomerType,PricingTierCode,CreditLimit,PaymentTerms,TaxExempt,Notes
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Test Company 1,Alice Smith,alice@test1.com,555-0001,100 Test St,Chicago,IL,60601,Commercial,Gold,10000,Net 30,false,Test customer 1
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Test Company 2,Bob Jones,bob@test2.com,555-0002,200 Test Ave,Chicago,IL,60602,Commercial,Silver,5000,Net 15,false,Test customer 2
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Home User,John Doe,john@home.com,555-0003,300 Home Ln,Chicago,IL,60603,Individual,,0,Cash,true,Individual customer
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```
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#### Import
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1. Save the CSV file
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2. Click **Choose File** in the Upload section
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3. Select your modified CSV file
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4. Click **Import Customers** button
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5. Watch for:
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- Loading spinner appears
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- After processing, results card appears showing:
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- Number of records imported (green)
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- Number of errors (red)
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- Total rows processed (blue)
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- Toast notification in bottom-right corner
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6. Verify by going to **Customers** page - you should see your new customers
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### 3. Test Catalog Item Import
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#### Download Template
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1. Click on **Catalog Items** tab
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2. Click **Download Catalog Template** button
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3. Open the downloaded CSV file
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#### Modify Template
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Add items with hierarchical categories:
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```csv
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CategoryPath,ItemName,SKU,Description,BasePrice,UnitOfMeasure,EstimatedWeight,EstimatedSurfaceArea,RequiresSandblasting,RequiresMasking,IsActive
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Automotive/Wheels/Standard,Car Wheel 17",WHL-17-STD,Standard 17 inch wheel,85.00,each,18.0,5.0,true,true,true
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Automotive/Wheels/Performance,Car Wheel 18" Sport,WHL-18-SPORT,Performance 18 inch wheel,120.00,each,20.0,5.5,true,true,true
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Industrial/Railings/Commercial,Stair Handrail 6ft,RAIL-6FT-STR,6 foot stair handrail,95.00,section,15.0,8.0,true,false,true
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Furniture/Outdoor/Patio,Patio Chair Frame,FURN-CHAIR-PAT,Patio chair metal frame,45.00,each,12.0,6.0,true,false,true
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```
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#### Import
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1. Save and import the CSV file
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2. Check results - you should see 4 items imported
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3. **Important**: The categories will be auto-created!
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- "Automotive" → "Wheels" → "Standard"
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- "Automotive" → "Wheels" → "Performance"
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- "Industrial" → "Railings" → "Commercial"
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- "Furniture" → "Outdoor" → "Patio"
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4. Verify by going to **Catalog** page - browse the category tree
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### 4. Test Inventory Item Import
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#### Download Template
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1. Click on **Inventory** tab
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2. Click **Download Inventory Template** button
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#### Modify Template
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Add powder coating inventory:
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```csv
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SKU,ItemName,CategoryName,Manufacturer,ColorName,ColorCode,QuantityInStock,UnitOfMeasure,UnitCost,ReorderPoint,ReorderQuantity,Notes
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PWD-RED-001,Red Powder Coating,Powder Coatings,Tiger Drylac,Red,RAL 3020,400,lbs,3.85,80,150,Traffic red
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PWD-BLU-001,Blue Powder Coating,Powder Coatings,Tiger Drylac,Blue,RAL 5005,300,lbs,3.95,60,120,Signal blue
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PWD-GRN-001,Green Powder Coating,Powder Coatings,Axalta,Green,RAL 6018,250,lbs,4.10,50,100,Yellow green
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SAND-MEDIA-001,Sandblasting Media,Consumables,Generic,Brown,,500,lbs,1.25,100,300,Aluminum oxide
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```
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#### Import
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1. Save and import the CSV file
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2. Check results - should show 4 items imported
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3. Verify by going to **Inventory** page
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### 5. Test Error Handling
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#### Duplicate Detection
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1. Try importing the same CSV file again
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2. You should see:
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- 0 records imported
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- Warnings about duplicate emails/SKUs
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- Detailed list of skipped rows
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#### Missing Required Fields
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Create a CSV with missing CompanyName:
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```csv
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CompanyName,ContactName,Email,Phone,Address,City,State,ZipCode,CustomerType,PricingTierCode,CreditLimit,PaymentTerms,TaxExempt,Notes
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,Missing Company,missing@test.com,555-9999,,,,,,,,,
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```
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Expected: Error message "Row 2: CompanyName is required."
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#### Invalid Pricing Tier
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```csv
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CompanyName,ContactName,Email,Phone,Address,City,State,ZipCode,CustomerType,PricingTierCode,CreditLimit,PaymentTerms,TaxExempt,Notes
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Test Company,Jane Doe,jane@test.com,555-8888,400 Test St,Chicago,IL,60604,Commercial,Diamond,15000,Net 30,false,Invalid tier
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```
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Expected: Warning "Pricing tier 'Diamond' not found. Customer will have no pricing tier." but customer still imported.
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### 6. Verify Results
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After all imports:
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1. **Customers Page**:
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- Should see all imported customers
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- Check that pricing tiers are assigned correctly
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- Verify contact information is accurate
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2. **Catalog Page**:
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- Expand category tree to see hierarchical structure
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- Verify all items are under correct categories
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- Check that prices and SKUs are correct
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3. **Inventory Page**:
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- See all powder coatings and consumables
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- Verify quantities, costs, and reorder points
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- Check color codes and manufacturer info
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## Common Issues
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### Issue: "No file provided or file is empty"
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**Solution**: Make sure you selected a file before clicking Import
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### Issue: "Only CSV files are allowed"
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**Solution**: Save file as .csv (not .xlsx or .txt)
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### Issue: "Pricing tier 'XXX' not found"
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**Solution**: Use Standard, Silver, Gold, or Platinum (case-insensitive)
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### Issue: Categories not showing up
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**Solution**:
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- Check CategoryPath format: "Parent/Child/GrandChild"
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- No leading/trailing slashes
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- Use forward slashes only
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### Issue: Build errors
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**Solution**: Make sure CsvHelper is installed:
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```bash
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cd src/PowderCoating.Infrastructure
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dotnet add package CsvHelper
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cd ../PowderCoating.Application
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dotnet add package CsvHelper
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```
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## Success Indicators
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✅ Templates download successfully
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✅ CSV files import without errors
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✅ Success counts match expected numbers
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✅ Data appears in respective pages (Customers, Catalog, Inventory)
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✅ Categories auto-created for catalog items
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✅ Duplicates are detected and skipped
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✅ Error messages are clear and actionable
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✅ Toast notifications appear
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✅ Results card shows detailed summary
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## Next Steps
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Once basic import is working:
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1. Try importing larger files (50+ rows)
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2. Test with deep category hierarchies (4-5 levels)
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3. Verify multi-tenancy (different companies can't see each other's imports)
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4. Export QuickBooks data and re-import via CSV
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5. Use CSV import for initial data seeding instead of manual entry
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## Performance Benchmarks
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Expected import times (approximate):
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- 10 rows: < 1 second
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- 50 rows: < 3 seconds
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- 100 rows: < 5 seconds
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- 500 rows: < 15 seconds
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- 1000 rows: < 30 seconds
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Times will vary based on:
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- Number of categories to create
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- Database size
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- Server performance
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