> ## Documentation Index > Fetch the complete documentation index at: https://cona.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Dev chart seeding # Dev/E2E Chart of Accounts Seeding This system provides convenient ways to seed development and testing organizations with a standard set of chart of accounts, eliminating the need to manually create accounts during testing. ## Overview The seeding system provides the following standard dev chart of accounts: | Account Name | Number | Type | Description | Reconciled | | ---------------------- | ------ | ------ | ----------------------- | ---------- | | Shopify Bank | 1200 | Credit | Shopify bank account | ❌ | | Paypal Bank | 1201 | Credit | PayPal bank account | ❌ | | Paypal Working Capital | 1300 | Credit | PayPal working capital | ❌ | | Shopify Deb. | 70000 | Debit | Shopify debtor account | ✅ | | Paypal Deb | 70001 | Debit | PayPal debtor account | ✅ | | Shopify Fee | 4970 | Debit | Shopify fees | ❌ | | Paypal Fee | 4971 | Debit | PayPal fees | ❌ | | Shopify Transit | 1360 | Credit | Shopify transit account | ❌ | | Paypal Transit | 1361 | Credit | PayPal transit account | ❌ | | Währungsdifferenzen | 2150 | Debit | Currency differences | ❌ | | Rev DE | 8000 | Debit | Revenue Germany | ❌ | | Rev AT | 8001 | Debit | Revenue Austria | ❌ | | Rev CH | 8002 | Debit | Revenue Switzerland | ❌ | | Rev FR | 8003 | Debit | Revenue France | ❌ | | Rev UK | 8004 | Debit | Revenue United Kingdom | ❌ | | Rev ES | 8005 | Debit | Revenue Spain | ❌ | | other deb | 80000 | Debit | Other debtor accounts | ❌ | | fallback | 99999 | Debit | Fallback account | ❌ | ## Usage Methods ### 1. UI Button (Recommended for Manual Testing) Navigate to `/setup/chart-of-accounts` in your dev environment and click the **"🛠️ Seed Dev Accounts"** button in the chart of accounts card header. * **Only visible in development environment** (NODE\_ENV === "development") * Uses the new `warning` button variant with proper CI colors for dev/testing purposes * Shows loading state during seeding * Displays success/error toasts * Automatically refreshes the page to show new accounts ### 2. CLI Script (Recommended for Automation) Use the CLI script for automated testing or CI/CD pipelines: ```bash theme={null} # Interactive mode (will prompt for required parameters) pnpm seed:dev-chart # Non-interactive mode with parameters pnpm seed:dev-chart [actorId] # Direct script usage node scripts/seed-dev-chart-accounts.mjs [organizationId] [actorId] ``` **Examples:** **Interactive Mode:** ```bash theme={null} # Will prompt for organization ID and optionally actor ID pnpm seed:dev-chart # Example interactive session: 🌱 Dev Chart of Accounts Seeding Tool 📋 Enter Organization ID (required): cloze123abc456def789 👤 Enter Actor ID (optional): [press enter to auto-detect] 🏢 Organization ID: cloze123abc456def789 👤 Actor ID: Auto-detect ✅ Proceed with seeding? This will create/update 18 chart accounts (y/N): y ``` **Non-Interactive Mode:** ```bash theme={null} # Seed organization with ID (auto-finds actor) pnpm seed:dev-chart cloze123abc456def789 # Seed with specific actor for audit trail pnpm seed:dev-chart cloze123abc456def789 actor456def789 ``` **Environment Requirements:** * `DATABASE_URL` must be set (uses organization's database) ## Features * **Interactive Prompts**: Asks for required parameters if not provided as arguments * **Validation**: Validates organization ID format * **Confirmation**: Shows summary and asks for confirmation before seeding * **Non-Interactive Mode**: Supports automation by providing arguments ### 3. Server Action (Programmatic Use) For programmatic usage in tests or other server-side code: ```typescript theme={null} import { seedDevChartOfAccounts } from "@/app/lib/actions/chart_of_accounts/seed-dev-chart-of-accounts"; // Within an authenticated context (requires auth) const result = await seedDevChartOfAccounts(); if (result.success) { console.log(`Seeded ${result.data.length} accounts`); } ``` ## E2E Testing Integration ### Playwright/E2E Tests Add this to your test setup: ```typescript theme={null} // In your test setup or beforeEach await page.goto("/setup/chart-of-accounts"); await page.click('button:has-text("🛠️ Seed Dev Accounts")'); await page.waitForSelector('.sonner-toast:has-text("Seeded")'); ``` ### CI/CD Integration Add to your CI pipeline after creating a test organization: ```yaml theme={null} - name: Seed dev chart of accounts run: | export DATABASE_URL=${{ secrets.TEST_DATABASE_URL }} # Non-interactive mode for CI pnpm seed:dev-chart ${{ env.TEST_ORG_ID }} ``` **Note:** In CI/CD environments, always provide parameters as arguments to avoid interactive prompts. ## Features * **Upsert Logic**: Accounts are upserted, so running the seed multiple times is safe * **Existing Account Handling**: Won't duplicate accounts, will update existing ones * **Audit Trail**: Uses actor ID for created/modified by tracking * **Error Handling**: Continues seeding even if individual accounts fail * **Logging**: Comprehensive logging for debugging * **Single Source of Truth**: Chart data defined once in CLI script, imported by UI seeding functions ## Important Notes ⚠️ **This is for development/testing only!** * This seeding is **NOT** part of production organization setup * It's separate from the standard organization seeding in `create-organisation.ts` * The UI button **only appears in development environment** and uses the proper `warning` variant styling * Accounts are created with standard test data, not production-ready configurations * Uses centralized `getEnvironmentInfo()` utility for consistent dev environment detection ## Modifying Chart Data To add, remove, or modify the standard dev chart of accounts: 1. **Edit only** `apps/webapp/scripts/seed-dev-chart-accounts.mjs` 2. Update the `DEV_CHART_OF_ACCOUNTS` array 3. Both UI button and CLI will automatically use the updated data The chart data is defined once in the CLI script and imported by the UI seeding functions, ensuring consistency and eliminating duplication. ## File Structure ``` apps/webapp/ ├── scripts/ │ └── seed-dev-chart-accounts.mjs # 📋 CLI script + single source of truth for chart data ├── app/lib/actions/chart_of_accounts/ │ ├── chart-of-accounts-seed.ts # Core seeding logic (imports from CLI script) │ └── seed-dev-chart-of-accounts.ts # Server action wrapper ├── app/lib/utils/ │ └── environment.ts # Centralized environment utilities (existing) ├── app/ui/cards/ │ └── chart-of-accounts-settings-card.tsx # UI with dev-only seed button └── ../../internal-docs/dev-chart-seeding.mdx # This documentation ``` ## Troubleshooting **"Organization not found" error:** * Verify the organization ID is correct * Ensure you have database access **"Actor not found" warning:** * The script will continue without an actor ID * You can provide a specific actor ID as the second parameter **Database connection errors:** * Verify `DATABASE_URL` environment variable is set * Check database connectivity **UI button not visible:** * Ensure you're in a development environment * Check that you're authenticated and have access to the organization ## Environment Utilities Usage You can use the existing environment utilities in other components for consistent environment detection: ```typescript theme={null} import { getEnvironmentInfo } from "@/app/lib/utils/environment"; // Get full environment info const { isDev, isStaging, isProduction, envType } = getEnvironmentInfo(); // Conditional logic for dev-only features if (isDev) { // Dev-only code } // Or for dev AND staging features if (isDev || isStaging) { // Dev and staging code } ```