Production Checklist
A practical launch checklist for an OpenSana deployment.
Use this checklist before opening the system to real users.
Convex Backend
- Production deployment created in Convex dashboard
- Environment variables set in Convex dashboard (Settings → Environment Variables):
CLERK_JWT_ISSUER_DOMAIN(required)RESEND_API_KEY(if using email)EMAIL_FROM(if using email)
- Functions and schema deployed (
npx convex deploy) - Components tab shows no "unmounted" entries
- Tables visible in Data tab
Web App
- Deployed to hosting provider (Vercel, etc.)
- Production Clerk keys configured (
NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY,CLERK_SECRET_KEY) -
NEXT_PUBLIC_CONVEX_URLpoints to the production Convex deployment (or injected via integrated build) - Clerk sign-in/sign-up URLs configured
-
NEXT_PUBLIC_APP_URLset correctly (if using email deep links)
Authentication
- Production Clerk application created
- JWT template configured for Convex in Clerk dashboard
-
CLERK_JWT_ISSUER_DOMAINin Convex matches the production Clerk issuer
Product Smoke Tests
- Sign in works
- Organization and project pages load
- Tasks can be created and updated
- Attachments upload correctly
- Thread pages render
CLI and Integration Checks
- API key generation works
-
opensana setupworks against production -
opensana connectcan register and stay connected - MCP config generated by
opensana init mcpis valid
Operational Readiness
- Logs are reachable (Convex dashboard → Logs)
- Rollback approach is understood
- At least one admin can diagnose auth and deployment issues