Deployment Guide
Production runbooks and operational checklists for hosting EloSync.
| Start here | When |
|---|---|
| Laravel Forge Deployment | Hosting API + SPA + Docs on Forge (recommended) |
| Production Runbook | Launch blockers, smoke, rollback |
| Installation | Local Herd / Vite development only |
Go-live
| Document | Description |
|---|---|
| Laravel Forge Deployment | Three-site Forge topology, .env, deploy scripts, daemons, Reverb, email |
| Marketing pixels | Optional GTM, Meta, LinkedIn, X tags (product SPA + marketing site) |
| Production Runbook | Primary deploy / go-live checklist |
| Email-only tenant password reset | Shared-host forgot/reset without workspace name — Go |
| Calendar named-provider sync 1.10.0 | Named-calendar Google/Outlook calendars + watches — Go |
| Calendar named calendars 1.9.0 | Named team/department calendars — Go |
| Calendar webhook inbound 1.8.0 | Provider watches + public webhooks — Go |
| Calendar overlay push 1.7.0 | Project/Contact/Company overlay push — Go |
| Customer Portal 1.3.0 depth | Magic-link, portal 2FA, public KB + Help Desk 1.15.0 reopen — Go |
| Help Desk 1.15.0 customer reply reopen | Closed/resolved reopen on customer reply + notify — Go |
| Customer Portal 1.1.0 projects/tasks | Shared projects + customer-visible tasks — Go |
| Upgrade Guide | Migrate-only upgrades for modules & permissions |
| Release Process | Tagging, versioning, three-repo release checklist |
| Notification System | Redis, workers, Reverb, rollout checklist, troubleshooting |
| RC1 Production Readiness | Release candidate hardening notes (absorbed into v1.1.0) |
| Phase 7 HR Production Readiness | HR go-live checklist, smoke, rollback, sign-off |
| Automation Production Readiness | Automation v1.0.0 go-live checklist (superseded for current ship) |
| Automation 1.1.1 Related-context Readiness | Pickers / trigger_assignee / create_task link — Conditional Go |
| Automation 1.3.0 Cross-module Readiness | Sole fan-out + cross-module triggers/templates — Go |
| WhatsApp Cloud Production Readiness | WhatsApp Cloud MVP go-live checklist, smoke, residual risk |
| Payments Stripe refunds 1.7.0 | Workspace Stripe PaymentIntent refunds — Go |
| Accounting vendor AP settle 1.9.0 | Pay vendor clears receipt AP from cash/bank — Go |
| Accounting AP/COGS 1.8.0 | Purchase-order receipts and inventory journals — Go |
| Tenant Stripe Portal Checkout Readiness | Workspace Stripe sandbox/live + portal Pay now — Go |
| WhatsApp Help Desk Bridge 1.6.0 Readiness | Auto-ticket + bidirectional public-note sync — Go |
| Knowledge Base Production Readiness | Knowledge Base audit, go-live checklist, smoke, rollback, sign-off |
| Storage Production Readiness | Storage module audit, blockers, smoke, rollback, sign-off |
| Workspace upload policy + Task media | Upload limits + task attachments — Go |
| Invoices Production Readiness | Invoices 1.1.0 recurring + PDF audit, smoke, rollback, sign-off |
| Multi-bank + public share links (2026-10-10) | Invoice banks + guest invoice/quotation share — Go |
| Contracts Production Readiness | Contracts 1.1.0 auto-fill + HTML memos — Go |
| Contracts 1.7.0 Accept Evidence Readiness | Phone / signature / ID on public accept — Go |
| Billing product line picker | Quotes/estimates/invoices optional product_id + Products HTML — Go |
| Sales document convert | Quote/estimate/contract → invoice integrity — Go |
| Documents Production Readiness | Documents 1.0.1 free opt-in audit, smoke, rollback, sign-off |
| Documents Folders + Versions 1.7.0 | Nested folders + file version history — Go |
| Tenant Audit & Impersonation History | Central Impersonation history + Audit Logs tabs — Go |
| Newest-first notes & activity | Module show notes/activities DESC — Go |
| Dedicated record pages UX | List + create/view/edit pages — Go |
| AI Assistant Production Readiness | AI module + credits BYOK — Go (platform) |
| AI Workspace Search Production Readiness | search_workspace / ai 1.3.0 — Go (merge + migrate) |
| AI Help Desk Triage Production Readiness | Help Desk AI tools / ai 1.4.0 — Go (migrate + smoke) |
| Phase 7 HR Security Audit | HR findings, remediations, residual risk |
| Go-Live Hardening | Hardening delivery notes |
Domain ops guides
| Document | Description |
|---|---|
| Authentication | Mail, reset, session, security ops |
| Tenant RBAC | RBAC production checklist |
| Central Settings | System settings ops |
| Tenant Settings | Workspace branding & mail ops |
| Payment Gateways | Stripe / Creem production ops |
| Module Development | Shipping modules to production |
| Leads | Leads module ops |
| Contacts | Contacts module ops |
| Tasks | Tasks module ops |
| Projects | Projects module ops |
| ToDos | Personal ToDos module ops |
| Daily CRM Summary | Daily Reminder Time CRM summary — pilot / GA checklist |
| Calendar | Calendar module ops |
| Meetings | Meetings module ops |
| Activities | Activities module ops |
| Opportunities | Opportunities module ops |
| Quotations | Quotations module ops |
| Contracts | Contracts module ops (1.7.0 readiness · 1.1.0) |
| Invoices | Invoices module ops (1.1.0 readiness · 1.12.0 share/banks) |
| Payments | Payments module ops |
| Credit Notes | Credit Notes module ops |
| Estimates | Estimates module ops |
| Communication Templates | Templates module ops |
Personal IMAP/SMTP mailbox ops (email-sync, ext-imap) | |
| Branded | Custom domains ops |
| Storage | Content quota packs + Wasabi mapping |
| Automation | Automation queue, scheduler, webhook SSRF, catalog ops |
| Knowledge Base | Internal articles Marketplace opt-in ops |
| Employees | Employees module ops |
| Leave Management | Leave Management module ops |
| Attendance | Attendance module ops |
| Attendance holidays + auto-absent 1.10.0 | Workspace holidays + inferred Absent / payroll — Go |
| Payroll adjacent offs/holidays deduction | Settings toggle bridges offs/holidays next to absences — Go |
| Attendance month matrix + export 1.9.0 | Month employee×day grid + CSV/XLSX export — Go |
| Attendance department-scoped digests 1.6.0 | Dept-manager scoped digests/list — Go |
| Pulse slow-path hardening | Pulse remediations (attendance/email/sync/realtime/cache) — Go |
| Pulse uncached slow-path follow-up | Dashboard / leads stats / public settings / attendance today miss-path — Go |
| Document-field TipTap | Announcements / Help Desk / Tasks / Projects / Activities HTML bodies — Go |
| Payroll | Payroll module ops (1.4.0 paid-from readiness — Go) |
| Help Desk | Help Desk module ops (migrate-only catalog + permissions) |
| Help Desk 1.12.0 real-time board sync | Status Kanban Reverb/Echo invalidate — Go |
| Projects 1.8.0 real-time board sync | Status Kanban Reverb/Echo invalidate — Go |
| Assets | Assets Marketplace opt-in ops |
| Documents | Documents Marketplace opt-in ops (1.0.1 readiness; hard Storage dependency) |
| WhatsApp Cloud | WhatsApp Cloud API ops (env, webhook, queues) |
| WhatsApp Cloud Production Readiness | Go-live audit / Conditional Go |
| Reports (Analytics) | Reports suite ops (slug analytics; migrate-only catalog + permissions) |
| Reports Production Readiness | Reports suite 1.1.0 Go / No-Go audit |
Related repos
- Backend: EloSync-Backend (Laravel API)
- Frontend: EloSync-Frontend (React SPA)
- Docs: EloSync-Docs (this site)
- Website: EloSync-Website (marketing)
- Mobile: EloSync-Mobile (Expo)