PowderCoatingLogix/QUICK_CSV_IMPORT_TEST.md

Quick CSV Import Test Guide

Starting the Application

cd src/PowderCoating.Web
dotnet run

Access at: https://localhost:58461

Login Credentials

• SuperAdmin: superadmin@powdercoating.com / SuperAdmin123!
• Company Admin: admin@demo.com / CompanyAdmin123!

Test Steps

1. Navigate to CSV Import

1. Login to the application
2. Click Tools in the navigation menu
3. Scroll down to the CSV Bulk Import card (yellow border)
4. You'll see 3 tabs: Customers, Catalog Items, Inventory

2. Test Customer Import

Download Template

1. Click on Customers tab
2. Click Download Customer Template button
3. Open the downloaded CSV file in Excel or text editor
4. You'll see headers and one example row

Modify Template

Add a few test customers:

CompanyName,ContactName,Email,Phone,Address,City,State,ZipCode,CustomerType,PricingTierCode,CreditLimit,PaymentTerms,TaxExempt,Notes
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
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
Home User,John Doe,john@home.com,555-0003,300 Home Ln,Chicago,IL,60603,Individual,,0,Cash,true,Individual customer

Import

1. Save the CSV file
2. Click Choose File in the Upload section
3. Select your modified CSV file
4. Click Import Customers button
5. Watch for:
   • Loading spinner appears
   • After processing, results card appears showing:
     • Number of records imported (green)
     • Number of errors (red)
     • Total rows processed (blue)
   • Toast notification in bottom-right corner
6. Verify by going to Customers page - you should see your new customers

3. Test Catalog Item Import

Download Template

1. Click on Catalog Items tab
2. Click Download Catalog Template button
3. Open the downloaded CSV file

Modify Template

Add items with hierarchical categories:

CategoryPath,ItemName,SKU,Description,BasePrice,UnitOfMeasure,EstimatedWeight,EstimatedSurfaceArea,RequiresSandblasting,RequiresMasking,IsActive
Automotive/Wheels/Standard,Car Wheel 17",WHL-17-STD,Standard 17 inch wheel,85.00,each,18.0,5.0,true,true,true
Automotive/Wheels/Performance,Car Wheel 18" Sport,WHL-18-SPORT,Performance 18 inch wheel,120.00,each,20.0,5.5,true,true,true
Industrial/Railings/Commercial,Stair Handrail 6ft,RAIL-6FT-STR,6 foot stair handrail,95.00,section,15.0,8.0,true,false,true
Furniture/Outdoor/Patio,Patio Chair Frame,FURN-CHAIR-PAT,Patio chair metal frame,45.00,each,12.0,6.0,true,false,true

Import

1. Save and import the CSV file
2. Check results - you should see 4 items imported
3. Important: The categories will be auto-created!
   • "Automotive" → "Wheels" → "Standard"
   • "Automotive" → "Wheels" → "Performance"
   • "Industrial" → "Railings" → "Commercial"
   • "Furniture" → "Outdoor" → "Patio"
4. Verify by going to Catalog page - browse the category tree

4. Test Inventory Item Import

Download Template

1. Click on Inventory tab
2. Click Download Inventory Template button

Modify Template

Add powder coating inventory:

SKU,ItemName,CategoryName,Manufacturer,ColorName,ColorCode,QuantityInStock,UnitOfMeasure,UnitCost,ReorderPoint,ReorderQuantity,Notes
PWD-RED-001,Red Powder Coating,Powder Coatings,Tiger Drylac,Red,RAL 3020,400,lbs,3.85,80,150,Traffic red
PWD-BLU-001,Blue Powder Coating,Powder Coatings,Tiger Drylac,Blue,RAL 5005,300,lbs,3.95,60,120,Signal blue
PWD-GRN-001,Green Powder Coating,Powder Coatings,Axalta,Green,RAL 6018,250,lbs,4.10,50,100,Yellow green
SAND-MEDIA-001,Sandblasting Media,Consumables,Generic,Brown,,500,lbs,1.25,100,300,Aluminum oxide

Import

1. Save and import the CSV file
2. Check results - should show 4 items imported
3. Verify by going to Inventory page

5. Test Error Handling

Duplicate Detection

1. Try importing the same CSV file again
2. You should see:
   • 0 records imported
   • Warnings about duplicate emails/SKUs
   • Detailed list of skipped rows

Missing Required Fields

Create a CSV with missing CompanyName:

CompanyName,ContactName,Email,Phone,Address,City,State,ZipCode,CustomerType,PricingTierCode,CreditLimit,PaymentTerms,TaxExempt,Notes
,Missing Company,missing@test.com,555-9999,,,,,,,,,

Expected: Error message "Row 2: CompanyName is required."

Invalid Pricing Tier

CompanyName,ContactName,Email,Phone,Address,City,State,ZipCode,CustomerType,PricingTierCode,CreditLimit,PaymentTerms,TaxExempt,Notes
Test Company,Jane Doe,jane@test.com,555-8888,400 Test St,Chicago,IL,60604,Commercial,Diamond,15000,Net 30,false,Invalid tier

Expected: Warning "Pricing tier 'Diamond' not found. Customer will have no pricing tier." but customer still imported.

6. Verify Results

After all imports:

1. Customers Page:

   • Should see all imported customers
   • Check that pricing tiers are assigned correctly
   • Verify contact information is accurate

2. Catalog Page:

   • Expand category tree to see hierarchical structure
   • Verify all items are under correct categories
   • Check that prices and SKUs are correct

3. Inventory Page:

   • See all powder coatings and consumables
   • Verify quantities, costs, and reorder points
   • Check color codes and manufacturer info

Common Issues

Issue: "No file provided or file is empty"

Solution: Make sure you selected a file before clicking Import

Issue: "Only CSV files are allowed"

Solution: Save file as .csv (not .xlsx or .txt)

Issue: "Pricing tier 'XXX' not found"

Solution: Use Standard, Silver, Gold, or Platinum (case-insensitive)

Issue: Categories not showing up

Solution:

• Check CategoryPath format: "Parent/Child/GrandChild"
• No leading/trailing slashes
• Use forward slashes only

Issue: Build errors

Solution: Make sure CsvHelper is installed:

cd src/PowderCoating.Infrastructure
dotnet add package CsvHelper
cd ../PowderCoating.Application
dotnet add package CsvHelper

Success Indicators

✅ Templates download successfully ✅ CSV files import without errors ✅ Success counts match expected numbers ✅ Data appears in respective pages (Customers, Catalog, Inventory) ✅ Categories auto-created for catalog items ✅ Duplicates are detected and skipped ✅ Error messages are clear and actionable ✅ Toast notifications appear ✅ Results card shows detailed summary

Next Steps

Once basic import is working:

1. Try importing larger files (50+ rows)
2. Test with deep category hierarchies (4-5 levels)
3. Verify multi-tenancy (different companies can't see each other's imports)
4. Export QuickBooks data and re-import via CSV
5. Use CSV import for initial data seeding instead of manual entry

Performance Benchmarks

Expected import times (approximate):

• 10 rows: < 1 second
• 50 rows: < 3 seconds
• 100 rows: < 5 seconds
• 500 rows: < 15 seconds
• 1000 rows: < 30 seconds

Times will vary based on:

• Number of categories to create
• Database size
• Server performance