Documentation

Implementation and operations reference for SovraHQ. This covers platform architecture, presales invoicing, demo execution, proposal operations, security posture, and deployment validation.

Realtime Architecture

Configure Supabase realtime channels, row-level access rules, and page activity streaming for live deal intelligence.

Invoice Request Flow

Capture qualified charter requests, notify admin instantly, and route invoice intake to manual or webhook-based processing.

Demo Dashboard Operations

Run the guided deal-room workflow, active alert feed, recommendations, and staged closure simulation for high-conversion demos.

Proposal Studio

Save proposal assets, branding presets, and room templates so each new deal room launches in seconds with consistent presentation.

Security & Compliance

Implement encryption, audit events, and protected document delivery to support confidential advisory and transaction workflows.

Deployment Readiness

Preflight checks for environment variables, metadata, and production build validation before going live.

Operational Checklist

  • - Confirm `NEXT_PUBLIC_SUPABASE_URL`, `NEXT_PUBLIC_SUPABASE_ANON_KEY`, and service role key are set.
  • - Verify invoice request API creates records and admin notifications fire immediately.
  • - Validate demo flow: initialize room → alert appears → open chat → recommendation loop → deal close modal.
  • - Ensure proposal templates and branding presets are available in Studio and selectable in Deal Room.
  • - Run `npm run build` before deployment and resolve all blocking compile/type issues.