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Production Readiness Checklist

Use this checklist to ensure your dashboard is properly set up and ready for production.

Setup Checklist

Initial Setup

  • Node.js 18+ installed
  • Supabase project created
  • Repository cloned/downloaded to /tmp/trading-dashboard
  • Dependencies installed (npm install)

Configuration

  • .env.local file created from .env.local.example
  • NEXT_PUBLIC_SUPABASE_URL set correctly
  • NEXT_PUBLIC_SUPABASE_ANON_KEY added
  • Environment variables tested (no undefined errors)

Database Setup

  • All 5 tables created in Supabase:
    • trades
    • positions
    • account_snapshots
    • bot_status
    • market_data
  • All 3 RPC functions created:
    • start_bot()
    • pause_bot()
    • stop_bot()
  • Real-time enabled on all tables
  • Tables added to publication (for real-time)
  • Indexes created for performance
  • Sample data inserted for testing

Development Testing

  • npm run dev starts without errors
  • Dashboard loads at http://localhost:3000
  • No console errors in browser
  • Market data cards display
  • Bot controls visible and functional
  • Balance chart renders
  • Positions table shows
  • Trade history table shows
  • Loading states work
  • Error handling works

Real-time Features

  • New trades appear instantly
  • Position updates reflect immediately
  • Balance chart updates automatically
  • Bot status changes in real-time
  • Market data refreshes
  • No subscription errors in console

Bot Controls

  • Start button works
  • Pause button works
  • Stop button works
  • Status indicator updates
  • Uptime counter works
  • Last heartbeat displays
  • Error messages show when actions fail

UI/UX

  • Dark theme applied correctly
  • Colors visible and readable
  • Profit/loss color coding works (green/red)
  • All fonts load properly
  • Icons display correctly
  • Responsive on mobile
  • Responsive on tablet
  • Responsive on desktop
  • Loading spinners appear
  • Error messages styled properly

Data Display

  • Currency values formatted correctly ($X,XXX.XX)
  • Percentages formatted with sign (+/-X.XX%)
  • Numbers formatted with proper decimals
  • Dates formatted in local timezone
  • Uptime formatted (Xd Xh Xm Xs)
  • Large numbers abbreviated appropriately

Performance

  • Initial load time < 3 seconds
  • Real-time updates lag < 1 second
  • No memory leaks (test with Chrome DevTools)
  • Subscriptions cleanup on unmount
  • No unnecessary re-renders
  • Images/assets optimized

Code Quality

  • No TypeScript errors (npx tsc --noEmit)
  • No ESLint warnings (npm run lint)
  • All imports resolve correctly
  • No unused dependencies
  • Code follows consistent style
  • Comments added where needed

Production Deployment Checklist

Pre-deployment

  • Production build succeeds (npm run build)
  • No build warnings or errors
  • All environment variables documented
  • .env.local added to .gitignore
  • Sensitive data removed from code
  • API keys secured

Deployment Platform (Vercel)

  • Project connected to Git repository
  • Environment variables added in Vercel
  • Build settings configured correctly
  • Custom domain configured (optional)
  • SSL certificate active
  • Preview deployments enabled

Deployment Platform (Other)

  • Platform-specific build command set
  • Environment variables configured
  • Node.js version specified (18+)
  • Output directory set to .next
  • Start command set to npm start

Post-deployment

  • Production URL accessible
  • All features working in production
  • Real-time updates working
  • No console errors
  • Performance acceptable (Lighthouse score)
  • Mobile experience tested
  • Different browsers tested

Supabase Production

  • Row Level Security (RLS) policies configured
  • Database backups enabled
  • Connection pooling configured
  • Rate limiting considered
  • Monitoring and alerts set up
  • Error tracking enabled

Security

  • Environment variables not exposed
  • Anon key used (not service role key)
  • RLS policies protect data
  • No sensitive data in client code
  • CORS configured properly
  • API endpoints secured

Monitoring

  • Error tracking set up (e.g., Sentry)
  • Analytics added (optional)
  • Uptime monitoring configured
  • Database performance monitored
  • Real-time subscription limits monitored

Documentation

  • README.md updated with production URL
  • Deployment instructions documented
  • Environment variables documented
  • Team members onboarded
  • Runbook created for common issues

Integration Checklist

Trading Bot Integration

  • Bot configured with Supabase credentials
  • Bot writes to trades table
  • Bot updates positions table
  • Bot creates account snapshots
  • Bot updates bot_status table
  • Bot updates market_data table
  • Bot handles Supabase connection errors
  • Bot reconnects on disconnect

Data Flow

  • Trades inserted on order execution
  • Positions updated on price changes
  • Account snapshots created periodically
  • Bot status heartbeat every X seconds
  • Market data updated on price ticks
  • P&L calculated correctly
  • Timestamps in correct timezone

Testing with Real Data

  • Execute test trade
  • Verify trade appears in dashboard
  • Open test position
  • Verify position shows in table
  • Update position price
  • Verify P&L updates
  • Test all bot controls
  • Verify status changes

Optional Enhancements

Features

  • User authentication added
  • Multi-user support
  • Advanced filtering
  • Export to CSV
  • Push notifications
  • Email alerts
  • Performance analytics
  • Risk metrics

Customization

  • Brand colors applied
  • Logo added
  • Custom domain
  • Additional charts
  • More timeframes
  • Custom indicators

Advanced

  • WebSocket fallback
  • Offline support
  • PWA capabilities
  • Mobile app wrapper
  • API rate limiting
  • Caching strategy

Support Checklist

Documentation

  • All README files up to date
  • Setup guide tested by another person
  • Common issues documented
  • FAQ created
  • API documentation complete

Maintenance

  • Dependency update schedule
  • Backup and restore tested
  • Disaster recovery plan
  • Support contact information
  • Issue tracking system

Sign-off

Development

  • All features implemented
  • All tests passing
  • Code reviewed
  • Documentation complete
  • Developer Name: _________________ Date: _______

Testing

  • Functionality tested
  • Performance tested
  • Security tested
  • Browser compatibility tested
  • Tester Name: _________________ Date: _______

Deployment

  • Production deployed
  • Monitoring active
  • Backups configured
  • Team trained
  • Deployment Manager: _________________ Date: _______

Notes

Use this space to track any issues, customizations, or important information:






Quick Reference

Start Development: npm run dev Build Production: npm run build Start Production: npm start Run Linter: npm run lint

Supabase URL: https://uwcjhctzwvsfmknsrooy.supabase.co Dashboard Port: http://localhost:3000

Good luck with your trading dashboard!