# Release Readiness Checklist — Wallet App Phase 10C **Target Go-Live Date:** TBD **Release Manager:** TBD **Approval Required From:** Architecture, Security, Compliance, Operations, SRE --- ## 1. Functional Readiness ### 1.1 Feature Completeness - [ ] All Phase 9A–10B features deployed and tested in staging - [ ] Customer portal (16 LiveViews) functional and accessible - [ ] Admin console (19 LiveViews) functional with role-based access - [ ] Card management, Rewards/Offers, Loans, Insurance UX complete - [ ] All critical user journeys (login, transfer, bill payment) verified end-to-end ### 1.2 Data Integrity - [ ] Database migrations executed in staging (no rollback required) - [ ] Seed data loaded for dev/staging environments - [ ] Production data migration plan reviewed and approved - [ ] Backup and restore procedures tested --- ## 2. Security and Compliance Readiness ### 2.1 Authentication and Authorization - [ ] ABAC-hybrid policy coverage verified for all routes (see RouteAudit test results) - [ ] Session expiry enforced (customer: 30min, admin: 15min idle timeout) - [ ] MFA required for privileged actions (list validated) - [ ] JWT signing keys rotated and stored securely (HSM/Vault) ### 2.2 Audit and Traceability - [ ] Privileged action audit events tested (device revoke, account block, etc.) - [ ] Correlation IDs propagated through all domain events - [ ] SIEM integration tested (audit forwarding functional) - [ ] Compliance export tested (evidence package generation) ### 2.3 Vulnerability Remediation - [ ] No critical or high-severity vulnerabilities in dependencies (`mix hex.audit` clean) - [ ] Penetration test report reviewed, all findings remediated or accepted - [ ] Security scan (SAST/DAST) passed or exceptions documented ### 2.4 Data Privacy - [ ] PII handling reviewed (no logs contain customer PII) - [ ] Data retention policy implemented (audit logs: 12 months) - [ ] GDPR/data export functionality tested (customer data portability) --- ## 3. Accessibility and UX Readiness ### 3.1 Accessibility Compliance - [ ] Critical paths tested with keyboard navigation (no accessibility traps) - [ ] All modals have focus trap + Escape key handler - [ ] All form inputs have programmatic label associations (`for=/id=`) - [ ] ARIA attributes added to custom components (dialogs, live regions) - [ ] Screen reader tested on 3 critical flows (login, transfer, card freeze) - [ ] Color contrast meets WCAG AA standard (automated scan passed) ### 3.2 Responsive Design - [ ] Customer portal tested on mobile (iOS Safari + Android Chrome) - [ ] Admin console tested on desktop (Chrome, Firefox, Safari) - [ ] Mobile sidebar navigation functional (hamburger menu + overlay) - [ ] Tables responsive on small screens (horizontal scroll or stack) ### 3.3 UX Consistency - [ ] Common interaction patterns consistent (tab navigation, filters, modals) - [ ] Error messages user-friendly and actionable - [ ] Loading states and empty states present on all async operations - [ ] Flash messages dismissable and accessible (role="alert") --- ## 4. Reliability and Performance Readiness ### 4.1 Performance Baselines - [ ] Dashboard page load time: p95 <2s (tested with 100 concurrent users) - [ ] Transaction list load time: p95 <1.5s (1000 transactions per user) - [ ] API latency: p95 <500ms (auth, transfer, balance check endpoints) - [ ] No N+1 query issues (Ecto query analysis passed) ### 4.2 Reliability Testing - [ ] Timeout behavior tested (external API delays handled gracefully) - [ ] Circuit breakers tested (manual trip + auto-recovery verified) - [ ] Retry logic validated (idempotent operations retry-safe) - [ ] Negative path scenarios tested (DB down, Redis down, gateway timeout) ### 4.3 Scalability - [ ] Load test passed: 500 concurrent users for 15 minutes(no errors, latency stable) - [ ] Database connection pool tuned (max connections: 50, verified no exhaustion) - [ ] Application instances: 3x (tested failover, no downtime) --- ## 5. Observability and Alerting Readiness ### 5.1 Monitoring - [ ] Health check dashboard functional (`/admin/platform/health`) - [ ] SLO dashboard functional (`/admin/platform/slo`) - [ ] All 5 SLOs instrumented and reporting (transfer success rate, login success rate, API latency, page load, uptime) - [ ] Application logs centralized (ELK/Splunk ingestion confirmed) ### 5.2 Alerting - [ ] Critical alerts configured in PagerDuty: - [ ] SLO violations (transfer success <99%, login success <99.5%) - [ ] Health check failures (DB, Redis, auth service) - [ ] High error rate (>5% in 5-minute window) - [ ] Slack notifications configured for non-critical alerts - [ ] On-call rotation established and tested ### 5.3 Dashboards - [ ] Grafana dashboards created: - [ ] Platform health overview - [ ] SLO compliance trends - [ ] User activity (logins, transfers per hour) - [ ] Error rate by endpoint - [ ] Dashboard access granted to SRE, Ops, and Platform teams --- ## 6. Operational Readiness ### 6.1 Runbooks - [ ] 5 operational runbooks created and reviewed: - [ ] User Block and Unblock - [ ] Device Revocation - [ ] Transaction Investigation - [ ] Service Controls and Circuit Breakers - [ ] Health Check and SLO Monitoring - [ ] Runbooks accessible in docs/runbooks/ and linked in operations wiki ### 6.2 Team Training - [ ] Operations team walkthrough completed (admin console navigation, common tasks) - [ ] SRE team trained on circuit breakers, service controls, incident response - [ ] Compliance team trained on KYC case management, AML alerts, audit log export ### 6.3 Support Readiness - [ ] Customer support scripts created for common issues (password reset, device registration, OTP not received) - [ ] Escalation paths documented (L1 → L2 → Ops → SRE → Platform) - [ ] Support ticket system integrated (if applicable) --- ## 7. Disaster Recovery and Business Continuity ### 7.1 Backup and Restore - [ ] Automated database backups configured (daily full + hourly incremental) - [ ] Backup restore tested (RTO: 4 hours, RPO: 1 hour) - [ ] Application state recovery tested (ETS stores seeded from DB on restart) ### 7.2 Disaster Recovery Rehearsal - [ ] DR Tier 1 scenario tested (single availability zone failure) - [ ] Failover to secondary region tested (if multi-region) - [ ] DR checkpoint evidence captured in `/admin/platform/dr` ### 7.3 Rollback Plan - [ ] Rollback procedure documented (blue/green deployment or canary rollback) - [ ] Rollback tested in staging (previous version deployment) - [ ] Database migration rollback scripts available (if schema changes) --- ## 8. Deployment and Release Process ### 8.1 Deployment Strategy - [ ] Deployment method selected: ☐ Blue-Green ☐ Canary ☐ Rolling ☐ All-at-Once - [ ] Feature flags enabled for new features (can disable without redeployment) - [ ] Smoke tests automated (CI/CD pipeline runs post-deployment checks) ### 8.2 Pre-Deployment - [ ] Code freeze initiated (48 hours before release) - [ ] Release notes drafted (changelog, known issues, user-facing changes) - [ ] Stakeholder communication sent (customer notice, internal announcement) ### 8.3 Deployment Execution - [ ] Deployment window scheduled: ☐ Maintenance Window ☐ Low-Traffic Period - [ ] Change control ticket created and approved - [ ] Rollback trigger criteria defined (error rate >5%, SLO violation, critical bug) ### 8.4 Post-Deployment - [ ] Smoke tests passed (login, transfer, card freeze, admin login) - [ ] Health dashboard shows all green - [ ] SLO metrics stable (monitored for 2 hours post-deployment) - [ ] Customer-facing status page updated ("All Systems Operational") --- ## 9. Governance and Approval ### 9.1 Architecture Review - [ ] Architecture review board sign-off - [ ] ADR compliance verified (Phase 7/8 compliance + resilience controls) - [ ] Technical debt items documented for post-launch ### 9.2 Security Review - [ ] Security team sign-off - [ ] Pen test findings remediated or risk-accepted - [ ] Security controls verified (session expiry, ABAC coverage, audit logging) ### 9.3 Compliance Review - [ ] Compliance officer sign-off - [ ] KYC/AML workflows tested - [ ] Audit trail completeness verified ### 9.4 Operations Sign-Off - [ ] Operations manager sign-off - [ ] Runbooks reviewed and accepted - [ ] Team training completed ### 9.5 Final Go/No-Go Decision - [ ] Go-live decision meeting held (all stakeholders present) - [ ] Decision: ☐ GO ☐ NO-GO (if no-go, document blockers and reschedule) - [ ] Sign-off captured in go-live evidence package --- ## 10. Post-Launch Monitoring ### 10.1 First 24 Hours - [ ] SRE on-call monitoring (PagerDuty active) - [ ] SLO dashboard reviewed hourly - [ ] Error logs reviewed for new patterns - [ ] Customer support tickets monitored for launch-related issues ### 10.2 First Week - [ ] Daily stand-up with SRE, Ops, and Platform teams - [ ] SLO compliance report generated daily - [ ] Incident retrospective if any issues occurred ### 10.3 Post-Launch Review (30 Days) - [ ] Post-launch review meeting scheduled - [ ] Lessons learned documented - [ ] Runbooks updated based on real incidents - [ ] SLO targets adjusted if needed --- ## Sign-Off | stakeholder | Name | Role | Date | Signature | |---|---|---|---|---| | Architecture | | Lead Architect | | | | Security | | Security Lead | | | | Compliance | | Compliance Officer | | | | Operations | | Operations Manager | | | | SRE | | SRE Lead | | | | Product | | Product Owner | | | --- **Release Manager Notes:** (Add any final notes, deviations from checklist, or special conditions)