287 lines
6.9 KiB
Markdown
287 lines
6.9 KiB
Markdown
# 🚀 Production Deployment Checklist
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## Before Going Live with PayPal Merchant Onboarding
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---
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## ✅ Configuration
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- [ ] **Update `config.php` with LIVE credentials**
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```php
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'env' => 'live', // Change from 'sandbox'
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'client_id' => 'YOUR_LIVE_CLIENT_ID',
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'client_secret' => 'YOUR_LIVE_CLIENT_SECRET',
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'partner_merchant_id' => 'YOUR_LIVE_PARTNER_ID',
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```
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- [ ] **Verify partner merchant ID**
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- Go to: https://www.paypal.com/businessprofile/settings
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- Account IDs section
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- Copy your Merchant ID (Payer ID)
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- Paste into `config.php`
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- [ ] **Update base_url**
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```php
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'base_url' => 'https://yourdomain.com/payp', // Your actual domain
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```
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- [ ] **Enable HTTPS**
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- PayPal requires HTTPS in production
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- Install SSL certificate
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- Force HTTPS in Apache/Nginx
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---
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## 🔒 Security
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- [ ] **Secure storage directory**
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```apache
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# Add to .htaccess in /data folder
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Deny from all
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```
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- [ ] **File permissions**
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```bash
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chmod 700 data/
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chmod 600 data/*.json
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```
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- [ ] **Environment variables (recommended)**
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- Move sensitive config to environment variables
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- Don't commit credentials to Git
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- [ ] **Add CSRF protection**
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- Add tokens to forms
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- Validate on submission
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- [ ] **Rate limiting**
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- Limit onboarding requests per IP
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- Prevent abuse
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---
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## 📝 User Communication
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- [ ] **Onboarding instructions page**
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- Clear step-by-step guide
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- Screenshots of PayPal flow
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- What to expect at each step
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- Troubleshooting tips
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- [ ] **Email templates**
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- Welcome email after successful connection
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- Reminder email for incomplete onboarding
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- Support contact information
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- [ ] **Help documentation**
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- FAQ about merchant onboarding
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- Common issues and solutions
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- How to reconnect if needed
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---
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## 🧪 Testing
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- [ ] **Test with LIVE PayPal sandbox first**
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- Use PayPal sandbox with production code
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- Verify all flows work
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- [ ] **Test complete onboarding**
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- Full business account creation
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- Email verification
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- Bank account linking (if required)
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- Return to your app
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- [ ] **Test incomplete onboarding**
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- Verify warning messages show
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- Verify no bad data is saved
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- Test retry flow
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- [ ] **Test sync functionality**
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- Manually trigger sync
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- Verify it finds completed merchants
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- Verify it marks incomplete ones
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- [ ] **Test payment creation**
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- Create orders with connected merchants
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- Verify proper merchant_id routing
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- Test capture flow
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---
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## 📊 Monitoring
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- [ ] **Log monitoring**
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- Set up alerts for errors
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- Monitor `return_debug.json`
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- Monitor `sync_debug.json`
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- [ ] **Merchant status tracking**
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- Dashboard for admin to view all merchants
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- Filter by status (connected, incomplete, pending)
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- Export functionality
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- [ ] **Automated sync**
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- Cron job to run sync_merchants.php
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- Schedule: Every 5-10 minutes
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- Alert on repeated failures
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- [ ] **Metrics tracking**
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- Onboarding completion rate
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- Average time to complete
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- Common drop-off points
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- Failed onboarding reasons
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---
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## 🔄 Ongoing Maintenance
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- [ ] **Weekly review**
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- Check incomplete onboardings
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- Follow up with merchants
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- Resolve issues
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- [ ] **Monthly cleanup**
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- Archive old completed entries
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- Remove abandoned onboardings (>30 days old)
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- Backup data files
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- [ ] **Quarterly updates**
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- Check for PayPal API changes
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- Update partner integration if needed
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- Review and update documentation
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---
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## 🆘 Support Process
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- [ ] **Support email/form**
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- Dedicated support for onboarding issues
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- Quick response time (<24 hours)
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- [ ] **Troubleshooting guide for support team**
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- How to check merchant status
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- How to trigger manual sync
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- How to view debug logs
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- When to escalate to PayPal
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- [ ] **Partner support contact**
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- PayPal Partner Support phone/email
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- Your Partner Manager contact
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- Escalation process
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---
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## 📋 Pre-Launch Test Cases
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### Test Case 1: Happy Path ✅
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1. Merchant clicks "Connect with PayPal"
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2. Completes entire onboarding at PayPal
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3. Returns to your app
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4. Sees success message
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5. Merchant ID saved correctly
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6. Can create and capture payments
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### Test Case 2: Incomplete Onboarding ⚠️
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1. Merchant clicks "Connect with PayPal"
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2. Closes browser without completing
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3. Returns to your app (manually)
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4. Sees warning message
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5. NO merchant ID saved
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6. Can retry onboarding
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### Test Case 3: Delayed Propagation ⏳
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1. Merchant completes onboarding
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2. Returns to your app
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3. Merchant ID not immediately available
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4. Clicks "Sync Now"
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5. System retrieves merchant ID
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6. Status updated to connected
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### Test Case 4: Multiple Merchants 👥
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1. Connect merchant A (complete)
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2. Connect merchant B (incomplete)
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3. Connect merchant C (complete)
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4. Dashboard shows correct status for each
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5. Can create orders ONLY for A and C
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### Test Case 5: Reconnection 🔄
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1. Merchant was incomplete
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2. Clicks "Connect with PayPal" again
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3. Completes full onboarding
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4. Returns successfully
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5. Status updated from incomplete to connected
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---
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## 🔍 Production Readiness Checklist
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### Code Quality
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- [ ] Error handling for all API calls
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- [ ] Input validation on all forms
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- [ ] SQL injection protection (if using DB)
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- [ ] XSS protection
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- [ ] Proper logging (not echo/print_r)
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### Performance
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- [ ] Response times < 2 seconds
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- [ ] Optimize database queries (if using DB)
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- [ ] Cache frequently accessed data
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- [ ] CDN for static assets
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### Scalability
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- [ ] Can handle 100+ merchants
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- [ ] Concurrent onboarding requests
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- [ ] File storage vs. database decision
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- [ ] Backup strategy
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---
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## 🎯 Launch Day
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- [ ] Deploy to production
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- [ ] Verify configuration
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- [ ] Test one complete onboarding
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- [ ] Monitor logs for 24 hours
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- [ ] Have support team ready
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- [ ] Gradual rollout (if possible)
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---
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## 📞 Emergency Contacts
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- [ ] PayPal Partner Support: _________________
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- [ ] PayPal Technical Issues: _________________
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- [ ] Your DevOps Team: _________________
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- [ ] Your Manager: _________________
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---
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## 🎉 Post-Launch (First Week)
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- [ ] Day 1: Monitor every hour
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- [ ] Day 2-3: Monitor every 4 hours
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- [ ] Day 4-7: Monitor twice daily
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- [ ] Review all incomplete onboardings
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- [ ] Gather user feedback
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- [ ] Document any issues found
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- [ ] Plan improvements
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---
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## 📌 Remember
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> The fix ensures that incomplete onboardings are properly detected and handled. Your main job now is to help merchants complete the full PayPal business account setup process. Communication is key! 🗝️
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---
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## Need Help?
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Refer back to:
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- `SOLUTION_SUMMARY.md` - Understanding the fix
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- `FLOW_DIAGRAM.md` - Visual representation
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- `README_ONBOARDING_FIX.md` - Detailed technical docs
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- `QUICK_START.md` - Testing guide
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Good luck with your launch! 🚀
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