Perfex Parity + RevenueOps Edge Runbook

Scope

• Support Ticket Center with departments, assignments, threaded messages, portal replies, SLA timestamps, canned replies, and mailbox sync.
• Generic payment gateway sessions for stripe, paypal, mollie, authorize_net, and manual.
• Payment transactions, gateway events, replay, refunds, delivery notes, project billing settings, and billable time/expense approvals.
• Portal delivery notes and generic invoice payment links.

Deployment

• STRIPE_PUBLIC_KEY, STRIPE_SECRET, STRIPE_WEBHOOK_SECRET
• PAYPAL_CLIENT_ID, PAYPAL_CLIENT_SECRET, PAYPAL_WEBHOOK_ID
• MOLLIE_API_KEY, MOLLIE_WEBHOOK_SECRET
• AUTHORIZE_NET_LOGIN_ID, AUTHORIZE_NET_TRANSACTION_KEY, AUTHORIZE_NET_SIGNATURE_KEY
• crm:sync-support-mailboxes
• crm:sync-accounting-providers
• crm:run-recurring-billing
• crm:sync-payment-gateways
• crm:retry-payment-events
• crm:portal-readiness-check

1. Set gateway references in .env or deployment secrets:
2. Run php artisan migrate --force.
3. Run php artisan optimize:clear.
4. Use a real queue worker in production when recurring billing, gateway retries, and support mailbox sync are scheduled.
5. Confirm scheduler/cron runs the parity commands:
6. Open System Health and verify Perfex Parity Command Health has recent successful runs.

Staging Launch Checklist

• Run php artisan db:seed --class=RoleAndPermissionSeeder --force after migrations so the admin role has support, delivery note, gateway, refund, project billing, and billable-time approvals.
• Run php artisan crm:demo-seed before buyer demos. The demo seed provisions sandbox configs for stripe, paypal, mollie, and authorize_net, plus a portal-visible delivery note.
• Verify System Health after running the five parity commands. A clean readiness check should show portal users, active gateways, active support mailboxes, active recurring expenses, portal delivery notes, and no warnings.
• Production must use a real queue worker and scheduler before support mailbox sync, recurring billing, gateway retries, or portal readiness checks are considered launch-ready.

Safety

• Live gateway checkout sessions require manage live payment gateways.
• Gateway configs must be active before live sessions can be created.
• Billable time must be approved before it can be invoiced.
• Manual and sandbox gateway flows do not attempt external capture.
• Webhook replay is idempotent and should not duplicate payments.

Sandbox QA

1. Configure one sandbox gateway config per provider.
2. Create an invoice and create a checkout session.
3. Send a sandbox webhook payload with the session ID and invoice ID.
4. Confirm one gateway event, one payment, and zero duplicate payments after replay.
5. Create a delivery note from the invoice and confirm portal visibility is company-scoped.
6. Create a support ticket from staff, reply from portal, and confirm first-class messages plus legacy meta.portal_replies.

Dark Mode Browser QA

• Test desktop and mobile widths after toggling dark mode from a real admin session.
• Inspect CRM dashboard, support ticket index/show, invoices, payment checkout preview, delivery notes, project billing/time approval, portal invoices, portal delivery notes, portal tickets, System Health, setup checklist, and Marketplace Pack.
• Fail launch on white/light broken containers, unreadable fields, overlapping text, console errors, admin 403 on support tickets, duplicate payments after replay, or portal cross-company access.

Marketplace Proof Matrix

Known Limits

• The gateway layer is production-shaped and sandbox/local-simulation ready. Real provider SDK/API credential wiring and live capture verification are still required before production payment capture.
• Mailbox import includes production settings, UID/message-id dedupe, and import logs, but remains simulation/configure-later by default until live mailbox credentials are configured and tested.
• QuickBooks and Xero accounting sync include sandbox/config-ready jobs and external record mapping. Keep live sync disabled until OAuth, token refresh, customer, invoice, payment, and reconciliation evidence exists.