0d43e0d0b9
- Introduced a new "Portal Guides" section in the README and docs/README.md to provide high-level overviews and detailed explanations of various portal functionalities, including accounts, catalog, orders, billing, subscriptions, and support cases. - Updated the main README to link to the new portal guides for better navigation and user guidance.
15 lines
1.0 KiB
Markdown
15 lines
1.0 KiB
Markdown
# Portal Guides (How It Works)
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These guides explain what the portal does, how data moves between WHMCS and Salesforce, and where caching affects what people see. They avoid deep implementation detail and focus on flows, data ownership, and error handling.
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Start with `system-overview.md`, then jump into the feature you care about:
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- `COMPLETE-GUIDE.md` — single, end-to-end explanation of how the portal works
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- `system-overview.md` — high-level architecture, data ownership, and caching quick reference.
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- `accounts-and-identity.md` — how sign-up, WHMCS linking, and address/profile updates behave.
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- `catalog-and-checkout.md` — where products/pricing come from and what we check before checkout.
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- `orders-and-provisioning.md` — order lifecycle in Salesforce and how it is fulfilled into WHMCS.
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- `billing-and-payments.md` — invoices, payment methods, and how billing links are handled.
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- `subscriptions.md` — how active services are read and refreshed.
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- `support-cases.md` — how cases are created/read in Salesforce from the portal.
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