Centralized_Reporting_Backend/DEPLOYMENT_CHECKLIST.md

🚀 n8n Integration - Deployment Checklist

✅ Pre-Deployment

1. Code Review

• All files created and reviewed
• No linter errors
• Code follows project standards
• Comments and documentation complete

2. Environment Setup

• .env file has n8n configuration:

  N8N_WEBHOOK_URL=http://localhost:5678
  N8N_WEBHOOK_ID=04e677f5-ec57-4772-bf12-96f2610d4b9c
  

• All OAuth credentials configured (Zoho, Salesforce)
• Database connection verified

3. n8n Workflow

• n8n instance running
• Workflow My_workflow_3 (1).json imported
• Workflow activated
• Webhook endpoint accessible
• Test webhook with Postman

4. Database

• Migration 013_alter_user_auth_tokens_add_instance_url.sql run
• instance_url column exists in user_auth_tokens
• salesforce added to service_name ENUM
• Test data available (optional)

5. Dependencies

• npm install completed
• No missing dependencies
• All existing dependencies working

🧪 Testing

Unit Tests

• Test N8nMapper module validation
• Test N8nHandler token retrieval
• Test N8nClient webhook calls
• Test N8nService methods

Integration Tests

• Test OAuth callback with Zoho
• Test OAuth callback with Salesforce
• Test /api/v1/n8n/providers endpoint
• Test /api/v1/n8n/zoho/crm/leads endpoint
• Test /api/v1/n8n/salesforce/crm/accounts endpoint
• Test pagination parameters
• Test with invalid tokens
• Test with unsupported modules
• Test rate limiting

Manual Testing

• Register new user
• Authenticate user with Zoho
• Fetch Zoho CRM leads
• Fetch Zoho Books invoices
• Fetch Zoho People employees
• Authenticate user with Salesforce
• Fetch Salesforce accounts
• Fetch Salesforce opportunities
• Test error scenarios

📝 Documentation

Files Created

• src/integrations/n8n/client.js
• src/integrations/n8n/handler.js
• src/integrations/n8n/mapper.js
• src/integrations/n8n/README.md
• src/services/n8nService.js
• src/api/controllers/n8nController.js
• src/api/routes/n8nRoutes.js
• README_N8N.md
• docs/N8N_INTEGRATION.md
• docs/N8N_SETUP_EXAMPLE.md
• docs/N8N_IMPLEMENTATION_SUMMARY.md
• docs/N8N_QUICK_REFERENCE.md
• DEPLOYMENT_CHECKLIST.md (this file)

Documentation Review

• All endpoints documented
• All modules listed
• Code examples provided
• Error codes documented
• Architecture diagrams included
• Quick reference available

🔐 Security

Authentication

• JWT authentication working
• OAuth tokens encrypted in DB
• No tokens in logs
• Rate limiting enabled
• Input validation active

Security Testing

• Test with expired JWT
• Test with invalid JWT
• Test without authentication
• Test SQL injection attempts
• Test XSS attempts

📊 Monitoring

Logging

• All requests logged
• Errors logged with context
• n8n webhook calls logged
• Token operations logged (no token values)
• Log rotation configured

Performance

• Response times acceptable (<5s)
• n8n webhook timeout set (60s)
• Rate limits appropriate
• Database queries optimized

🚀 Deployment Steps

Step 1: Backup

• Backup database
• Backup existing code
• Document rollback plan

Step 2: Deploy Code

• Pull latest code from repo
• Run npm install
• Run database migration
• Restart backend service

Step 3: Deploy n8n

• Import workflow to n8n
• Activate workflow
• Verify webhook URL
• Test webhook endpoint

Step 4: Configuration

• Update environment variables
• Verify OAuth credentials
• Check log paths
• Verify Redis connection (if using cache)

Step 5: Smoke Tests

• Health check: GET /health
• Get providers: GET /api/v1/n8n/providers
• Fetch Zoho data: GET /api/v1/n8n/zoho/crm/leads
• Fetch Salesforce data: GET /api/v1/n8n/salesforce/crm/accounts

Step 6: Monitor

• Watch logs for errors
• Monitor response times
• Check error rates
• Verify n8n workflow executions

🎓 Team Training

Knowledge Transfer

• Demo to team
• Share documentation links
• Explain architecture
• Show example usage
• Explain troubleshooting

Resources Shared

• API endpoint list
• Postman collection
• Quick reference guide
• Troubleshooting guide
• Contact for support

📞 Post-Deployment

Day 1

• Monitor logs every hour
• Check error rates
• Verify all endpoints working
• Respond to team questions

Week 1

• Daily log reviews
• Performance monitoring
• User feedback collection
• Bug fixes if needed

Month 1

• Weekly performance reports
• Usage statistics
• Optimization opportunities
• Feature requests

🐛 Rollback Plan

If Issues Occur

1. Check Logs

   tail -f logs/app.log | grep n8n
   

2. Verify n8n

   • Is n8n running?
   • Is workflow active?
   • Are there errors in n8n logs?

3. Database Issues

   • Rollback migration if needed:

     ALTER TABLE user_auth_tokens DROP COLUMN instance_url;
     

4. Code Rollback

   • Revert to previous git commit
   • Remove n8n routes from app.js
   • Restart service

5. Emergency Contacts

   • Backend team lead: ___________
   • DevOps: ___________
   • Database admin: ___________

✅ Success Criteria

Functional

• All endpoints return 200 for valid requests
• Data fetched correctly from all providers
• Pagination works as expected
• Error handling works correctly
• Authentication enforced on all routes

Non-Functional

• Response time < 5 seconds
• Zero security vulnerabilities
• 100% documentation coverage
• No breaking changes to existing APIs
• Team trained on new features

Business

• Reduces code maintenance
• Easy to add new providers
• Consistent API across providers
• Scalable architecture
• Production-ready

🎉 Deployment Complete!

Final Steps

• Update CHANGELOG.md
• Tag release in git
• Announce to team
• Update project board
• Celebrate! 🎊

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Deployment Date: _________________
Deployed By: _________________
Version: 1.0.0
Sign-off: _________________

Status: ☐ Ready ☐ In Progress ☐ Complete ☐ Issues