| # 📋 Release Checklist Template | |
| ## 🚀 Pre-Release Preparation | |
| ### **Code Quality & Testing** | |
| - [ ] All CI/CD checks pass | |
| - [ ] Test coverage > 80% | |
| - [ ] No security vulnerabilities detected | |
| - [ ] Performance benchmarks met | |
| - [ ] All tests pass locally | |
| - [ ] Integration tests completed | |
| ### **Trading-Specific Validation** | |
| - [ ] Strategy backtesting passed | |
| - [ ] Risk limits validated | |
| - [ ] Model performance acceptable | |
| - [ ] Compliance checks passed | |
| - [ ] Position limits enforced | |
| - [ ] Drawdown limits verified | |
| ### **Documentation** | |
| - [ ] README.md updated | |
| - [ ] API documentation current | |
| - [ ] Changelog prepared | |
| - [ ] Migration notes (if needed) | |
| - [ ] Release notes drafted | |
| - [ ] User guide updated | |
| ### **Infrastructure** | |
| - [ ] Docker image builds successfully | |
| - [ ] Docker Hub credentials configured | |
| - [ ] Environment variables documented | |
| - [ ] Configuration files updated | |
| - [ ] Dependencies reviewed | |
| ## 🔍 Release Validation | |
| ### **Automated Checks** | |
| - [ ] Quality assurance pipeline passed | |
| - [ ] Security scan completed | |
| - [ ] Performance tests passed | |
| - [ ] Backtesting validation successful | |
| - [ ] Docker build successful | |
| - [ ] Documentation generation completed | |
| ### **Manual Verification** | |
| - [ ] Code review completed (2+ reviewers) | |
| - [ ] Trading expert approval received | |
| - [ ] Risk management review completed | |
| - [ ] Security review completed | |
| - [ ] Performance review completed | |
| ### **Pre-Deployment Testing** | |
| - [ ] Staging environment deployment successful | |
| - [ ] Smoke tests passed | |
| - [ ] Integration tests passed | |
| - [ ] Performance tests passed | |
| - [ ] User acceptance testing completed | |
| ## 🏷️ Release Process | |
| ### **Version Management** | |
| - [ ] Version number updated | |
| - [ ] Changelog updated | |
| - [ ] Release notes finalized | |
| - [ ] Tag created with proper message | |
| - [ ] Branch protection rules verified | |
| ### **Release Creation** | |
| ```bash | |
| # Create release branch | |
| git checkout -b release/v1.2.0 | |
| # Update version files | |
| # Update CHANGELOG.md | |
| # Update documentation | |
| # Commit changes | |
| git add . | |
| git commit -m "chore: prepare release v1.2.0" | |
| # Create tag | |
| git tag -a v1.2.0 -m "Release v1.2.0: Enhanced risk management" | |
| # Push tag (triggers release workflow) | |
| git push origin v1.2.0 | |
| ``` | |
| ### **Post-Release Verification** | |
| - [ ] Release workflow completed successfully | |
| - [ ] Docker image pushed to Docker Hub | |
| - [ ] Documentation deployed | |
| - [ ] Release notes published | |
| - [ ] Notifications sent | |
| ## 🚨 Critical Trading Checks | |
| ### **Risk Management** | |
| - [ ] Maximum position size: 100 shares | |
| - [ ] Maximum portfolio allocation: 5% | |
| - [ ] Maximum drawdown: 5% | |
| - [ ] Stop-loss orders configured | |
| - [ ] Take-profit orders configured | |
| ### **Strategy Validation** | |
| - [ ] Minimum Sharpe ratio: 0.5 | |
| - [ ] Maximum volatility: 20% | |
| - [ ] Minimum backtesting period: 6 months | |
| - [ ] Strategy logic verified | |
| - [ ] Performance metrics acceptable | |
| ### **Compliance** | |
| - [ ] Regulatory compliance verified | |
| - [ ] Risk limits enforced | |
| - [ ] Audit trail maintained | |
| - [ ] Trading permissions verified | |
| - [ ] API rate limits respected | |
| ## 📊 Performance Monitoring | |
| ### **Pre-Release Metrics** | |
| - [ ] Strategy execution time < 100ms | |
| - [ ] Memory usage < 1GB | |
| - [ ] CPU usage < 80% | |
| - [ ] API response time < 500ms | |
| - [ ] Error rate < 0.1% | |
| ### **Post-Release Monitoring (24h)** | |
| - [ ] Error rate monitoring | |
| - [ ] Performance tracking | |
| - [ ] User feedback collection | |
| - [ ] System health monitoring | |
| - [ ] Trading performance validation | |
| ## 🔧 Emergency Procedures | |
| ### **Rollback Plan** | |
| - [ ] Previous version identified | |
| - [ ] Rollback procedure documented | |
| - [ ] Rollback team notified | |
| - [ ] Rollback timeline established | |
| - [ ] Communication plan prepared | |
| ### **Critical Issues Response** | |
| - [ ] Stop trading immediately | |
| - [ ] Assess impact and scope | |
| - [ ] Apply emergency fix | |
| - [ ] Deploy hotfix | |
| - [ ] Notify stakeholders | |
| - [ ] Document incident | |
| ## 📢 Communication | |
| ### **Internal Notifications** | |
| - [ ] Development team notified | |
| - [ ] Trading team notified | |
| - [ ] Operations team notified | |
| - [ ] Management notified | |
| - [ ] Support team briefed | |
| ### **External Communications** | |
| - [ ] Release announcement prepared | |
| - [ ] User documentation updated | |
| - [ ] API documentation updated | |
| - [ ] Community notifications sent | |
| - [ ] Support tickets updated | |
| ## ✅ Release Completion | |
| ### **Final Verification** | |
| - [ ] All automated checks passed | |
| - [ ] Manual verification completed | |
| - [ ] Performance monitoring active | |
| - [ ] Error tracking configured | |
| - [ ] User feedback channels open | |
| ### **Post-Release Activities** | |
| - [ ] Monitor system for 24 hours | |
| - [ ] Collect user feedback | |
| - [ ] Address any issues promptly | |
| - [ ] Update release notes if needed | |
| - [ ] Plan next release cycle | |
| ## 📈 Success Metrics | |
| ### **Quality Metrics** | |
| - [ ] Zero critical bugs in first 24h | |
| - [ ] Performance maintained | |
| - [ ] User satisfaction > 4.5/5 | |
| - [ ] System uptime > 99.9% | |
| ### **Trading Metrics** | |
| - [ ] Strategy performance > benchmark | |
| - [ ] Risk compliance: 100% | |
| - [ ] Error rate < 0.1% | |
| - [ ] Execution time < 100ms | |
| --- | |
| ## 🎯 Release Checklist Usage | |
| ### **For Major Releases (vX.0.0)** | |
| - Complete ALL checklist items | |
| - Require trading expert approval | |
| - Perform extensive testing | |
| - Include migration guide | |
| ### **For Minor Releases (vX.Y.0)** | |
| - Complete core checklist items | |
| - Require code review | |
| - Perform standard testing | |
| - Update documentation | |
| ### **For Patch Releases (vX.Y.Z)** | |
| - Complete essential checklist items | |
| - Quick review by maintainer | |
| - Regression testing | |
| - Update release notes | |
| --- | |
| **Note**: This checklist is specifically designed for algorithmic trading systems where code quality directly impacts financial performance and risk management. Always prioritize safety and compliance over speed. |