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Documentation

Production notes,
not mystery meat.

Start here if you need to understand how ROIzilla is deployed, secured, instrumented, and extended.

Reference

Architecture

How Next.js, Convex, Clerk, Square, Resend, MXroute, PostHog, and GA fit together in production.

  • Next.js owns UI, auth middleware, and web APIs
  • Convex owns durable commerce, portal, and workflow data
  • Square-hosted checkout keeps card handling out of the app

Reference

Environment

Deployment variables, public versus server-only keys, and safe setup for Coolify and Convex.

  • Only NEXT_PUBLIC_* variables are browser-readable
  • Square, Clerk, Resend, PostHog, MXroute, and Convex deploy keys stay server-side
  • Use npm run check:prod inside production before go-live

Reference

Launch Gate

The operational checklist for sending real issuers and customers into the portal.

  • Public /api/health exposes uptime only
  • Admin /api/health/readiness shows env readiness without values
  • Production smoke tests must cover auth, Square, email, Convex, and role-scoped portal data

Reference

Developer plan

The roadmap for commerce, customer portal, field operations, communications, and AI operations.

  • Customer portal surfaces stay separate from admin-only operations
  • Square subscriptions/bookings require exact Square IDs
  • React Email and Resend own transactional email delivery

Reference

Agent instructions

Repository rules for future coding agents, secrets handling, auth boundaries, Square, and email behavior.

  • Read relevant files before editing
  • Never expose or commit live credentials
  • Run build after changes touching app routes, Convex usage, auth, env, or deployment
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