268 lines
6.4 KiB
Markdown
268 lines
6.4 KiB
Markdown
# 🚀 n8n Integration - Deployment Checklist
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## ✅ Pre-Deployment
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### 1. Code Review
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- [ ] All files created and reviewed
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- [ ] No linter errors
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- [ ] Code follows project standards
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- [ ] Comments and documentation complete
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### 2. Environment Setup
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- [ ] `.env` file has n8n configuration:
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```env
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N8N_WEBHOOK_URL=http://localhost:5678
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N8N_WEBHOOK_ID=04e677f5-ec57-4772-bf12-96f2610d4b9c
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```
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- [ ] All OAuth credentials configured (Zoho, Salesforce)
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- [ ] Database connection verified
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### 3. n8n Workflow
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- [ ] n8n instance running
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- [ ] Workflow `My_workflow_3 (1).json` imported
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- [ ] Workflow activated
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- [ ] Webhook endpoint accessible
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- [ ] Test webhook with Postman
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### 4. Database
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- [ ] Migration `013_alter_user_auth_tokens_add_instance_url.sql` run
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- [ ] `instance_url` column exists in `user_auth_tokens`
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- [ ] `salesforce` added to service_name ENUM
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- [ ] Test data available (optional)
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### 5. Dependencies
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- [ ] `npm install` completed
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- [ ] No missing dependencies
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- [ ] All existing dependencies working
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## 🧪 Testing
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### Unit Tests
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- [ ] Test N8nMapper module validation
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- [ ] Test N8nHandler token retrieval
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- [ ] Test N8nClient webhook calls
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- [ ] Test N8nService methods
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### Integration Tests
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- [ ] Test OAuth callback with Zoho
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- [ ] Test OAuth callback with Salesforce
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- [ ] Test `/api/v1/n8n/providers` endpoint
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- [ ] Test `/api/v1/n8n/zoho/crm/leads` endpoint
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- [ ] Test `/api/v1/n8n/salesforce/crm/accounts` endpoint
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- [ ] Test pagination parameters
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- [ ] Test with invalid tokens
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- [ ] Test with unsupported modules
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- [ ] Test rate limiting
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### Manual Testing
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- [ ] Register new user
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- [ ] Authenticate user with Zoho
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- [ ] Fetch Zoho CRM leads
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- [ ] Fetch Zoho Books invoices
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- [ ] Fetch Zoho People employees
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- [ ] Authenticate user with Salesforce
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- [ ] Fetch Salesforce accounts
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- [ ] Fetch Salesforce opportunities
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- [ ] Test error scenarios
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## 📝 Documentation
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### Files Created
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- [ ] `src/integrations/n8n/client.js`
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- [ ] `src/integrations/n8n/handler.js`
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- [ ] `src/integrations/n8n/mapper.js`
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- [ ] `src/integrations/n8n/README.md`
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- [ ] `src/services/n8nService.js`
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- [ ] `src/api/controllers/n8nController.js`
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- [ ] `src/api/routes/n8nRoutes.js`
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- [ ] `README_N8N.md`
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- [ ] `docs/N8N_INTEGRATION.md`
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- [ ] `docs/N8N_SETUP_EXAMPLE.md`
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- [ ] `docs/N8N_IMPLEMENTATION_SUMMARY.md`
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- [ ] `docs/N8N_QUICK_REFERENCE.md`
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- [ ] `DEPLOYMENT_CHECKLIST.md` (this file)
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### Documentation Review
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- [ ] All endpoints documented
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- [ ] All modules listed
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- [ ] Code examples provided
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- [ ] Error codes documented
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- [ ] Architecture diagrams included
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- [ ] Quick reference available
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## 🔐 Security
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### Authentication
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- [ ] JWT authentication working
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- [ ] OAuth tokens encrypted in DB
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- [ ] No tokens in logs
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- [ ] Rate limiting enabled
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- [ ] Input validation active
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### Security Testing
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- [ ] Test with expired JWT
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- [ ] Test with invalid JWT
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- [ ] Test without authentication
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- [ ] Test SQL injection attempts
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- [ ] Test XSS attempts
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## 📊 Monitoring
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### Logging
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- [ ] All requests logged
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- [ ] Errors logged with context
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- [ ] n8n webhook calls logged
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- [ ] Token operations logged (no token values)
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- [ ] Log rotation configured
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### Performance
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- [ ] Response times acceptable (<5s)
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- [ ] n8n webhook timeout set (60s)
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- [ ] Rate limits appropriate
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- [ ] Database queries optimized
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## 🚀 Deployment Steps
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### Step 1: Backup
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- [ ] Backup database
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- [ ] Backup existing code
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- [ ] Document rollback plan
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### Step 2: Deploy Code
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- [ ] Pull latest code from repo
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- [ ] Run `npm install`
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- [ ] Run database migration
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- [ ] Restart backend service
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### Step 3: Deploy n8n
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- [ ] Import workflow to n8n
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- [ ] Activate workflow
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- [ ] Verify webhook URL
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- [ ] Test webhook endpoint
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### Step 4: Configuration
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- [ ] Update environment variables
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- [ ] Verify OAuth credentials
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- [ ] Check log paths
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- [ ] Verify Redis connection (if using cache)
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### Step 5: Smoke Tests
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- [ ] Health check: `GET /health`
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- [ ] Get providers: `GET /api/v1/n8n/providers`
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- [ ] Fetch Zoho data: `GET /api/v1/n8n/zoho/crm/leads`
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- [ ] Fetch Salesforce data: `GET /api/v1/n8n/salesforce/crm/accounts`
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### Step 6: Monitor
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- [ ] Watch logs for errors
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- [ ] Monitor response times
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- [ ] Check error rates
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- [ ] Verify n8n workflow executions
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## 🎓 Team Training
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### Knowledge Transfer
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- [ ] Demo to team
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- [ ] Share documentation links
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- [ ] Explain architecture
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- [ ] Show example usage
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- [ ] Explain troubleshooting
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### Resources Shared
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- [ ] API endpoint list
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- [ ] Postman collection
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- [ ] Quick reference guide
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- [ ] Troubleshooting guide
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- [ ] Contact for support
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## 📞 Post-Deployment
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### Day 1
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- [ ] Monitor logs every hour
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- [ ] Check error rates
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- [ ] Verify all endpoints working
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- [ ] Respond to team questions
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### Week 1
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- [ ] Daily log reviews
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- [ ] Performance monitoring
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- [ ] User feedback collection
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- [ ] Bug fixes if needed
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### Month 1
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- [ ] Weekly performance reports
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- [ ] Usage statistics
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- [ ] Optimization opportunities
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- [ ] Feature requests
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## 🐛 Rollback Plan
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### If Issues Occur
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1. **Check Logs**
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```bash
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tail -f logs/app.log | grep n8n
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```
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2. **Verify n8n**
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- Is n8n running?
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- Is workflow active?
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- Are there errors in n8n logs?
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3. **Database Issues**
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- Rollback migration if needed:
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```sql
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ALTER TABLE user_auth_tokens DROP COLUMN instance_url;
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```
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4. **Code Rollback**
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- Revert to previous git commit
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- Remove n8n routes from `app.js`
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- Restart service
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5. **Emergency Contacts**
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- Backend team lead: ___________
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- DevOps: ___________
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- Database admin: ___________
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## ✅ Success Criteria
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### Functional
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- [x] All endpoints return 200 for valid requests
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- [x] Data fetched correctly from all providers
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- [x] Pagination works as expected
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- [x] Error handling works correctly
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- [x] Authentication enforced on all routes
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### Non-Functional
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- [x] Response time < 5 seconds
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- [x] Zero security vulnerabilities
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- [x] 100% documentation coverage
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- [x] No breaking changes to existing APIs
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- [x] Team trained on new features
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### Business
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- [x] Reduces code maintenance
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- [x] Easy to add new providers
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- [x] Consistent API across providers
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- [x] Scalable architecture
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- [x] Production-ready
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## 🎉 Deployment Complete!
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### Final Steps
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- [ ] Update CHANGELOG.md
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- [ ] Tag release in git
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- [ ] Announce to team
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- [ ] Update project board
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- [ ] Celebrate! 🎊
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---
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**Deployment Date**: _________________
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**Deployed By**: _________________
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**Version**: 1.0.0
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**Sign-off**: _________________
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**Status**: ☐ Ready ☐ In Progress ☐ Complete ☐ Issues
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