Post-Installation Checklist

Use this checklist to ensure your Investra platform is fully configured and ready for production.

🚨 Before You Begin

Legal Requirements

Before accepting real investments, ensure you have obtained all necessary licenses and consulted with a qualified legal professional. See the Investment & Legal Disclaimer for details.

✅ Complete Setup Checklist

1. Database & Environment

[ ] Copy .env.example to .env
[ ] Generate application key: php artisan key:generate
[ ] Configure database credentials in .env
[ ] Set APP_URL to your admin panel URL
[ ] Configure mail credentials (SMTP, Mailgun, etc.)
[ ] Configure Redis/caching if available

2. Storage & Permissions

[ ] Run storage link command: php artisan storage:link

Or visit: https://youradmin.com/admin/storage-link

[ ] Set folder permissions (775 for storage, bootstrap/cache)
[ ] Verify file uploads work (upload an image in admin panel)

3. Payment Gateways

[ ] Go to System Settings → Payment Gateways
[ ] Enable at least one payment gateway
[ ] Configure gateway credentials (Client ID, Secret Key)
[ ] Set webhook URL in gateway dashboard:
Stripe: https://yourdomain.com/webhooks/stripe
PayPal: https://yourdomain.com/webhooks/paypal
[ ] Test with sandbox credentials before production

4. Notification Settings

Go to System Settings → Notification Settings:

[ ] Configure Global Template (required)
[ ] Set up Email Settings (SMTP credentials)
[ ] Optionally configure SMS Settings (Twilio, etc.)
[ ] Optionally configure Push Notification Settings (Firebase)
[ ] Create and enable notification templates

5. KYC Configuration

Go to System Settings → KYC Settings:

[ ] Review default KYC fields
[ ] Add fields required by your jurisdiction (National ID, Address Proof, etc.)
[ ] Set fields as Required where needed
[ ] Reorder fields by importance

See KYC Settings for details.

6. Currency Settings

Go to System Settings → Finance → Currency:

[ ] Set base currency (USD default provided)
[ ] Configure currency layer API key for live rates
[ ] Add additional supported currencies
[ ] Verify exchange rates are updating

Note: The free currencylayer.com API only supports USD. For multi-currency, obtain your own API key.

7. General Settings

Go to System Settings → General Settings:

[ ] Set company/institution name
[ ] Configure contact information (email, phone, address)
[ ] Set platform timezone

8. Cron Job Setup

Set up the scheduler cron job on your server:

* * * * * /usr/bin/php /path-to-your-project/artisan schedule:run >> /dev/null 2>&1

Tasks handled by cron:

Task	Purpose
ROI Distribution	Distributes returns to investors
Project Status	Updates completion status
Deposit Expiry	Marks pending deposits as expired
Currency Refresh	Updates exchange rates

9. Queue Worker Setup (Production)

For production environments, run a queue worker:

php artisan queue:work --queue=default

For production stability, use a process manager like Supervisor:

[program:investra-worker]
command=php /path-to-your-project/artisan queue:work --queue=default --tries=3 --timeout=120
numprocs=2
autostart=true
autorestart=true

Jobs handled by queue:

Job	Purpose
Email Notifications	Transactional emails
SMS Notifications	SMS via provider
Push Notifications	Firebase notifications
Webhook Processing	Payment confirmations

10. User & Admin Settings

[ ] Change default admin password
[ ] Create additional admin users with appropriate roles
[ ] Configure role-based permissions in Admin Users → Roles
[ ] Review KYC Verification Workflow

11. Project Setup

Go to Manage Projects:

[ ] Create project types (Types page)
[ ] Add project cities (Cities page)
[ ] Create your first project (Projects page)

12. Branding & Content

[ ] Upload logo and favicon: Theme Settings → Logo and Favicon
[ ] Configure menu structure: Navigation → Menu
[ ] Set up CMS pages: Theme Settings → Manage Pages
[ ] Add contact information: Contact Form Setup
[ ] Configure social media links: Socialite Media

13. Mobile App (If Applicable)

[ ] Update EXPO_PUBLIC_API_BASE_URL in mobile .env
[ ] Configure Firebase credentials (google-services.json, GoogleService-Info.plist)
[ ] Set up Stripe in mobile app config
[ ] Build and test on devices before App Store submission

🧪 Verification Tests

After setup, verify everything works:

Test	Location	Expected Result
User registration	Client frontend	Account created, KYC form shown
Deposit	User wallet	Payment gateway redirect works
Admin login	Admin panel	Login successful
KYC review	Admin → Users → Verify	Can approve/reject submissions
Email sending	User actions	Emails delivered
Cron logs	Admin → Cron Job Settings → Logs	Tasks executed

📋 Quick Reference Links

Setting	Path
Payment Gateways	System Settings → Payment Gateways
Notifications	System Settings → Notification Settings
KYC Settings	System Settings → KYC Settings
Currency	System Settings → Finance → Currency
Cron Jobs	System Settings → Cron Job Settings
User Management	Manage User → Users
Project Management	Manage Projects → Projects
Legal Disclaimer	Investment & Legal Disclaimer

🆘 Troubleshooting

If you encounter issues:

File uploads not working: Run storage link or check APP_URL in .env
Emails not sending: Verify SMTP credentials in notification settings
Cron not running: Check server cron configuration and logs
Queue jobs not processing: Ensure queue worker is running
Payment webhook failures: Verify webhook URL in gateway dashboard

See the Troubleshooting section for common issues.