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Investra Documentation

website·Indexed 30 days ago

https://investra-doc.vercel.app

Documentation for the Investra platform, covering system configuration, user management, and the integration of various payment gateways including Stripe, Amazon Pay, Square, Mollie, and Cryptomus. Includes guides on PWA settings, SEO configuration, notification settings, and post-installation setup checklists.

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What's inside Investra

  1. Investra Project Architecture Overview

    Investra is a decoupled application consisting of a frontend (web) built with Next.js and Tailwind CSS, and a backend developed using Laravel. The frontend is designed to be deployed on Vercel, while the backend must be hosted separately on platforms such as AWS, DigitalOcean, Azure, VPS, or cPanel.

  2. Perform administrative actions on contract transfers

    Each transfer record in the table has an action menu allowing administrators to:

    • View Details: Access complete information about the transfer.
    • Approve: Initiate the approval process for a pending transfer. This triggers a confirmation modal with a warning message to prevent accidental approvals.
    • Reject: Deny the transfer request.
    • Change Status: Manually modify the current status of the transfer.

  3. Export and download system reports

    The system provides three primary reports: Transaction Report (user transactions), Yacht Report (user yacht data), and Login Log Report (user login history). All report pages support exporting data to an Excel file or downloading the report as a PDF.

  4. Manage geographic locations in the Cities section

    The Cities section is used by administrators to manage geographic locations where real estate projects are available, enabling users to filter and discover projects by location. Access this section via the sidebar: Manage Projects → Cities. The main table displays the city Name, its Status (Active or Inactive), and available Actions.

  5. Deployment recommendations for Investra

    Investra uses a two-part architecture consisting of a Laravel Admin/API and a Next.js Client. Deploying both on cPanel is discouraged due to Node.js runtime limitations and shared hosting performance constraints.

    Recommended deployment strategies:

    1. VPS or Cloud Hosting: Use providers like DigitalOcean, AWS, Linode, or Vultr for full environment control.
    2. Hybrid Deployment: Deploy the Laravel Admin on cPanel and the Next.js Client on Vercel.

  6. Understand the Investra purchase package contents

    After purchasing Investra from CodeCanyone and extracting the package, the following components are provided:

    • Documentation: Located in the documentation folder; contains guides for account setup, yacht listing, and booking.
    • Source Code: Found in core.zip. Extracting this file reveals four specific archives: admin.zip, standalone-client.zip, static-client.zip, and mobile.zip.
    • Deployment: The deployment.zip folder contains files required for automated server installation.
    • Local Deployment: A dedicated local_deployment folder is provided for running the system locally via automated deployment.

  7. Investra Technical Stack

    Investra is built with a modern decoupled architecture using the following technologies:

    Backend:

    • Framework: Laravel 12
    • Database: MySQL / MariaDB
    • API: REST API with Swagger UI documentation
    • Authentication: Laravel Sanctum
    • Caching: Redis, Memcache, Database, or File
    • Real-Time: Firebase

    Frontend:

    • Framework: Next.js 16 (TypeScript)
    • Styling: Tailwind CSS v4
    • State Management: Zustand
    • Data Fetching: React Query (Client-side) and Native Fetch (Server-side)
    • Capabilities: SSR, SSG, PWA support

  8. Configure GoCardless business profile and payouts

    Before processing live payments, the following account configurations are required in the GoCardless Dashboard:

    1. Business Profile: Navigate to Settings > About Your Business and enter legal name, address, phone number, and website URL.
    2. Verification: Navigate to Settings > Verification and submit required business registration documents (e.g., Companies House for UK). Verification typically takes 1-2 business days.
    3. Settlement Bank: Navigate to Settings > Payouts and add bank details (e.g., IBAN for SEPA or sort code/account number for UK) to receive funds.

  9. Manage and view user deposits

    The Deposits page provides a tabular overview of all deposits including their current status. From the action menu of any deposit row, users can perform the following tasks:

    1. View Deposit Details: Clicking the Details button redirects to the User Deposit Information page, which contains comprehensive details about the specific deposit.
    2. Mark as Paid: Use the Mark as Paid option to update the status of a deposit.
    3. Access User Account: From the Deposit Details page, the Login to User button allows an administrator to access the specific user's account directly.

  10. Investra Platform Overview

    Investra is a real estate micro-investment platform that democratizes property investment by breaking expensive properties into affordable shares. It supports three share types—fixed, renewable, and infinite—and provides automated ROI distributions, real-time project tracking, and KYC verification. The platform is designed for real estate firms and crowdfunding companies to reduce operational overhead and expand their investor base.

  11. Manage user profiles and account balances

    The Details View provides comprehensive control over a specific user's account. Key capabilities include:

    • Profile Customization: Update user information via input fields in the 'information about user' section.
    • Verification: Manually trigger email or mobile verification for the user.
    • Account Control: Ban a user using the Ban User button or restore access using the Unban User button.
    • Impersonation: Sign in as the user to view the platform from their perspective.
    • Financial Overview: Monitor the user's Total Balance, Total Withdrawal, and Total Transaction amounts.
    • Balance Adjustment: Use the Account Balance section's dropdown menus to either add or subtract funds from the user's account.

  12. Manage real estate investment projects

    The Manage Projects section allows administrators to oversee all real estate investment projects. Access this section via the sidebar: Manage Projects → Projects. The main dashboard provides a table view of all projects with the following controls:

    • Status Tabs: Filter by All, Draft, Published, Inactive, or Completed.
    • Search: Find projects by name or code.
    • Date Range: Filter projects by specific dates.
    • Add Project: Create a new investment project.
    • Refresh: Reload the project list.