Final Ship Checklist
This is the final release gate for RevenuePilot CRM. Use it before any CodeCanyon submission, client delivery, production rollout, or major paid update. The goal is simple: launch only when the product is not just feature-rich, but also trusted, resilient, and supportable.
Release rule: do not mark the product
as fully shippable until every
Blocking item is complete, verified,
and documented.
Release Status
- Blocking items: must be complete
- Important items: should be complete
- Optional items: polish / premium edge
Suggested Ownership
- Engineering: integrations, restore, security
- Product: docs, onboarding, launch assets
- QA: regression, load, upgrade, recovery
- Support: SOPs, diagnostics, known issues
1) Blocking
Provider Readiness
- Sandbox payment gateway sessions, refunds, and webhook replay verified
- QuickBooks/Xero configured as sandbox or clearly marked configure-later
- Support mailbox import runs through
crm:sync-support-mailboxes - Provider webhooks are signed, throttled, and replayable
- Live mutations stay disabled until provider credentials and approval are proven
- Marketplace copy does not claim unsupported live provider behavior
Recovery Confidence
- Backup creation tested on real data volume
- Restore workflow tested on clean environment
- Rollback guidance documented step-by-step
- Integrity verification logs retained
- Disaster recovery screen reviewed by admin flow
Security Gate
- Webhook signature verification enabled for AI Bot and provider endpoints
- Secret rotation flow usable by admins
- Portal uploads scanned and size-limited
- Session/device management validated
- Audit exports generated and reviewed
Operational Hardening
- Queue and cron failure recovery tested
- Large report/export runs completed without timeouts
- Attachment storage limits and cleanup policy set
- System Health Center reflects real failures clearly
- Upgrade flow tested from previous tagged version
Screenshot / Video Reference
2) Important
API Productization
- OpenAPI or Swagger spec exported
- Postman collection included
- Webhook event catalog documented
- Sample clients verified against live API
- Rate limit behavior explained in docs
AI Copilot Readiness
- Meeting prep drafts grounded in visible records
- Follow-up drafting includes evidence references
- Semantic search returns explainable results
- Forecast-change explanation cites CRM signals
- No autonomous action without user confirmation
Commercial Readiness
- License activation flow proven on fresh install
- Signed update package path documented
- Feature plans and usage caps enforce correctly
- Seat / workspace limits surfaced clearly
- Extension compatibility versioning validated
Docs And Buyer Trust
- Install docs use final screenshots
- Update docs cover backup-before-upgrade
- Troubleshooting page covers top failure modes
- Demo accounts and flows are documented
- Support SOPs match real screens and commands
Screenshot / Video Reference
3) Optional But High-Value
Premium Expansion
- Mobile or PWA field workflow
- Industry-specific starter packs
- Real e-sign provider integration
- Marketplace-grade plugin installer
- Customer-success deep analytics
Accessibility And Locale
- Keyboard-only pass across CRM and portal
- Contrast audit for flagship UI surfaces
- Screen reader labels for key workflows
- Translation coverage for all major modules
- Locale-aware formatting verified in reports
4) Recommended Final Build Order
- Finish install, configuration, roles, portal permissions, and demo seed verification.
- Run restore, security, queue, scheduler, provider, and portal readiness checks.
- Close API, webhook, docs, and marketplace screenshot gaps.
- Enable AI/copilot only on evidence-backed flows with user confirmation for actions.
- Publish low-inode public docs: static HTML, CSS, JS, and only referenced non-video media.
5) Release Gate
Ship when: all Blocking items are done,
at least 80% of Important items are done, the full test
suite is green, upgrade and restore drills are verified,
and the final documentation uses production screenshots
instead of references.
Final Review Reference
