DEPLOYMENT_CHECKLIST.md

Deployment Checklist - v3.1.0

Use this checklist when deploying ForexSmartBot v3.1.0 to production.

Pre-Deployment

Environment Setup

• Python 3.8+ installed
• Virtual environment created and activated
• All dependencies installed: pip install -r requirements.txt
• Validation script passes: python scripts/validate_installation.py

Code Verification

• All tests pass (if applicable)
• Code reviewed
• No linter errors
• Documentation updated

Configuration

• Configuration files reviewed (config/)
• Strategy parameters set
• Risk management settings configured
• Broker credentials configured (if using live trading)

Feature-Specific Checks

Core Strategies

• Core strategies tested (SMA_Crossover, RSI_Reversion, etc.)
• Strategy parameters validated
• Backtests run successfully

ML Strategies (If Using)

• ML dependencies installed (TensorFlow, PyTorch, etc.)
• ML strategies load without errors
• Training data available (200+ samples)
• ML strategies tested in backtest
• Performance acceptable

Optimization Tools (If Using)

• Optimization parameters configured
• Optimization tested on sample data
• Results validated
• Optimization time acceptable

Monitoring (Recommended)

• StrategyMonitor initialized
• Strategies registered
• Health checks configured
• Performance tracking enabled
• Alert thresholds set

Strategy Builder (If Using)

• Strategies validated
• Code generated successfully
• Generated strategies tested

Marketplace (If Using)

• Marketplace storage configured
• Permissions set correctly
• Backup strategy in place

Production Readiness

Performance

• Startup time acceptable (<5 seconds)
• Memory usage within limits
• CPU usage acceptable
• No memory leaks detected
• Response times acceptable

Reliability

• Error handling tested
• Graceful degradation works
• Recovery mechanisms tested
• Logging configured
• Error notifications set up

Security

• Credentials secured (environment variables, not hardcoded)
• API keys protected
• File permissions correct
• Network security configured
• Backup strategy in place

Monitoring

• Health checks enabled
• Performance metrics tracked
• Error logging configured
• Alerts configured
• Dashboard accessible (if applicable)

Deployment Steps

1. Backup

• Current version backed up
• Configuration files backed up
• Database backed up (if applicable)
• Strategy files backed up

2. Installation

• Dependencies installed
• Code deployed
• Configuration files updated
• Permissions set

3. Validation

• Validation script passes
• All strategies load
• Backtest runs successfully
• Monitoring works
• No errors in logs

4. Testing

• Paper trading test (if applicable)
• Strategy execution test
• Monitoring test
• Error handling test
• Performance test

5. Go-Live

• Production environment ready
• Monitoring active
• Alerts configured
• Support team notified
• Rollback plan ready

Post-Deployment

Immediate (First Hour)

• Monitor logs for errors
• Check strategy execution
• Verify monitoring data
• Confirm no crashes
• Check resource usage

Short-term (First Day)

• Review performance metrics
• Check error rates
• Validate strategy signals
• Review monitoring alerts
• Check user feedback (if applicable)

Ongoing

• Weekly performance review
• Monthly optimization review
• Quarterly strategy review
• Regular dependency updates
• Security updates applied

Rollback Plan

If Issues Detected

• Stop trading (if live)
• Identify issue
• Check logs
• Restore backup if needed
• Notify team
• Document issue

Rollback Steps

• Stop application
• Restore previous version
• Restore configuration
• Restart application
• Validate functionality
• Resume operations

Monitoring Checklist

Daily

• Check error logs
• Review performance metrics
• Check strategy health
• Verify monitoring active
• Review alerts

Weekly

• Performance analysis
• Strategy performance review
• Resource usage review
• Error trend analysis
• Optimization opportunities

Monthly

• Comprehensive performance review
• Strategy optimization
• Dependency updates
• Security review
• Documentation updates

Emergency Contacts

• Support team contact
• Development team contact
• Infrastructure team contact
• Escalation path defined

Documentation

• Deployment notes documented
• Configuration documented
• Known issues documented
• Rollback procedure documented
• Monitoring procedures documented

Sign-Off

• Technical lead approval
• QA approval (if applicable)
• Operations approval
• Management approval (if required)

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Deployment Date: _______________
Deployed By: _______________
Version: 3.1.0
Status: ☐ Ready ☐ Not Ready

Notes:

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