Run this checklist after deploying backend, frontend, or Zerodha credential refresh.

Infrastructure

  • MongoDB reachable from API server (MONGO_URI)
  • Backend listening on expected PORT
  • Frontend static files or Vite build served correctly
  • HTTPS certificates valid (production)

Environment pairing

  • VITE_APP_BASEURL{origin}/api/ responds
  • VITE_APP_SOCKET_URL → WebSocket connects (check browser DevTools → Network → WS)
  • FRONTEND_URL allowed in backend CORS

Authentication

  • Login page loads at /login
  • Admin can log in (password or MFA)
  • JWT persists across refresh (verifyToken succeeds)
  • Logout clears session and disconnects socket

Zerodha

  • GET /zerodha/zerodha-status returns logged in (after daily login)
  • Header shows Zerodha connected on dashboard
  • Start market data succeeds
  • Tick events appear: {index}TickData in socket tab
  • testAutoZerodhaLogin script exits 0 (optional automated check)
  • Enable Dummy Order in header
  • Open index tab — live numbers updating
  • Place manual test order — appears in order table
  • Schedule order table loads
  • Reset All completes without error
  • Disable dummy mode before live trading

Real-time

  • ping/pong heartbeat in socket logs
  • Order placement triggers fetchOrderData
  • Financial tab updates on fetchFinancialSocketData (admin)

Rollback signals

Stop and investigate if:
  • 401 on all API calls after deploy
  • Socket connects but no tick data for 30+ seconds during market hours
  • Zerodha orders fail with token errors — run daily refresh