White Labeling and Update Management for LoanApp Platform

Overview

Objective: Enable white labeling of the LoanApp platform to allow partners to use the platform with their own branding (logos and color palettes) and ensure that updates to the original platform are seamlessly propagated to the partners' platforms without affecting their customizations.

Goals

• Allow partners to customize logos and color schemes.
• Ensure updates to the core platform are automatically applied to partner instances without removing custom logos and colors.
• Maintain a high level of consistency and performance across all instances.

Key Features

1. Custom Branding:
   • Partners can upload their logos.
   • Partners can select their color palette.
2. Automatic Updates:
   • Core updates are pushed to all partner instances.
   • Custom branding is preserved during updates.
3. User Interface:
   • Simple and intuitive UI for branding customization.
4. Configuration Management:
   • Configurations stored in a way that separates core updates from partner customizations.

Codebase Structure

The following directories and files in the existing codebase will be impacted:

• Public Directory: Store partner-specific assets (logos, favicon).
• Styles Directory: Apply partner-specific color schemes.
• Configuration Files: Extend configuration files to include branding information.

Implementation Plan

1. Custom Branding Integration:

   • Frontend: Modify the public and src directories to dynamically load logos and colors based on partner configurations.
   • Configuration Files: Extend existing configuration files (e.g., manifest.json, tailwind.config.js) to support dynamic branding.

2. Update Mechanism:

   • Core Platform: Develop a mechanism to push updates to the core platform.
   • Partner Instances: Implement a way to preserve custom logos and colors during updates.

3. User Interface:

   • Admin Panel: Create an admin panel where partners can upload logos and select color schemes.

Process Flow Diagram

Detailed Steps

1. Custom Branding Integration:

   • Public Directory: Create a subdirectory within public for each partner to store their assets (logos, favicons).
   • Styles Directory: Use CSS variables or a similar approach to dynamically apply color schemes based on partner configurations.
   • Configuration Files: Modify tailwind.config.js and manifest.json to reference partner-specific assets and colors.

2. Update Mechanism:

   • Core Platform:
     • Implement a version control system to manage and track changes to the core platform.
     • Use a deployment script to push updates to all instances.
   • Partner Instances:
     • Before applying updates, back up the current state of partner-specific configurations.
     • Apply updates and then reapply partner-specific configurations to ensure custom branding is preserved.

3. User Interface:

   • Admin Panel:
     • Develop a simple interface where partners can upload their logos and select their color schemes.
     • Store these configurations in a dedicated configuration file or database.

Example Code Adjustments

Tailwind Configuration (tailwind.config.js)

module.exports = {
  // Other configurations...
  theme: {
    extend: {
      colors: {
        primary: 'var(--primary-color)',
        secondary: 'var(--secondary-color)',
        // Add more color variables as needed
      },
    },
  },
  plugins: [],
}

Dynamic Logo Loading (in a React component)

import React from 'react';

const Logo = () => {
  const partnerLogo = process.env.REACT_APP_PARTNER_LOGO || 'default-logo.png';
  return <img src={`/public/${partnerLogo}`} alt="Partner Logo" />;
};

export default Logo;