# Multi-Currency Implementation - Deployment Checklist ## Pre-Deployment Review ### Code Review - [x] Migration file syntax verified - [x] Model changes reviewed - [x] Controller validation logic checked - [x] View templates validated - [x] Translation keys added - [x] No syntax errors in any modified file - [x] All required imports present ### Testing - [x] Migration creates columns correctly - [x] Settings form displays new checkboxes - [x] Settings save and load correctly - [x] POS form shows/hides currency field appropriately - [x] Purchase form shows/hides exchange rate appropriately - [x] Backend validation prevents unauthorized changes - [x] Exchange rate calculations work correctly ### Documentation - [x] Implementation guide created - [x] Quick reference guide created - [x] Summary document created - [x] This checklist created --- ## Deployment Steps ### Step 1: Backup (CRITICAL) ```bash # Backup database mysqldump -u [user] -p [database] > backup_$(date +%Y%m%d_%H%M%S).sql # Backup application tar -czf bitorepos_backup_$(date +%Y%m%d_%H%M%S).tar.gz /path/to/BitorePOS502/ ``` ### Step 2: Deploy Code ```bash # Pull/copy new files to server # Ensure these files are present: # - database/migrations/2026_01_31_100000_add_multi_currency_settings_to_business_table.php # - Updated: app/Business.php # - Updated: app/Http/Controllers/BusinessController.php # - Updated: app/Http/Controllers/SellPosController.php # - Updated: app/Http/Controllers/PurchaseController.php # - Updated: resources/views/business/partials/settings_pos.blade.php # - Updated: resources/views/business/partials/settings_sales.blade.php # - Updated: resources/views/business/partials/settings_purchase.blade.php # - Updated: resources/views/sale_pos/partials/pos_form.blade.php # - Updated: resources/views/purchase/create.blade.php # - Updated: resources/lang/en/lang_v1.php ``` ### Step 3: Run Migration ```bash cd /path/to/BitorePOS502/ # Run the migration php artisan migrate # Expected output: # Migrating: 2026_01_31_100000_add_multi_currency_settings_to_business_table # Migrated: 2026_01_31_100000_add_multi_currency_settings_to_business_table (X.XXXms) ``` ### Step 4: Clear Cache ```bash # Clear all caches php artisan cache:clear php artisan config:clear php artisan view:clear # Optionally optimize php artisan optimize ``` ### Step 5: Verify Deployment ```bash # Check database mysql -u [user] -p [database] -e "DESCRIBE business;" | grep allow_currency # Should show: # | allow_currency_change_pos | tinyint(1) | NO | MUL | 0 | # | allow_currency_change_sales | tinyint(1) | NO | MUL | 0 | # | allow_currency_change_purchase | tinyint(1) | NO | MUL | 0 | ``` --- ## Post-Deployment Testing ### Test 1: Business Settings Access - [ ] Navigate to Business Settings - [ ] Check POS tab for new checkbox - [ ] Check Sales tab for new checkbox - [ ] Check Purchase tab for new checkbox - [ ] All should be visible and unchecked ### Test 2: Settings Save - [ ] Enable "Allow Currency Change on POS Screen" - [ ] Click Save - [ ] Page should show success message - [ ] Reload page - setting should remain checked ### Test 3: POS Form Behavior - [ ] Create new POS transaction - [ ] With setting **disabled**: Currency field should not be visible - [ ] Edit setting to **enabled** - [ ] Create new POS transaction: Currency field should be visible - [ ] Enter different exchange rate and save - should work ### Test 4: Purchase Form Behavior - [ ] Create new Purchase transaction - [ ] With setting **disabled**: Exchange rate field should not be visible - [ ] Edit setting to **enabled** - [ ] Create new Purchase transaction: Exchange rate field should be visible - [ ] Enter different exchange rate and save - should work ### Test 5: Backend Security - [ ] Using browser console, modify hidden exchange_rate field - [ ] Try to submit with invalid exchange rate - [ ] Backend should reset to default value - [ ] Transaction should save with default rate ### Test 6: Backward Compatibility - [ ] Existing transactions should load without errors - [ ] Existing POS transactions should work normally - [ ] Existing Purchase transactions should work normally - [ ] Default currency transactions unaffected ### Test 7: Multi-Language (if applicable) - [ ] Verify English translations display correctly - [ ] Check tooltip text appears on hover - [ ] Add translations for other languages as needed --- ## Rollback Plan (If Needed) ### Quick Rollback ```bash cd /path/to/BitorePOS502/ # Rollback the migration php artisan migrate:rollback # Expected output: # Rolling back: 2026_01_31_100000_add_multi_currency_settings_to_business_table # Rolled back: 2026_01_31_100000_add_multi_currency_settings_to_business_table (X.XXXms) # Clear cache php artisan cache:clear ``` ### Full Rollback ```bash # Restore from backup mysql -u [user] -p [database] < backup_YYYYMMDD_HHMMSS.sql # Restore application files tar -xzf bitorepos_backup_YYYYMMDD_HHMMSS.tar.gz -C /path/to/ ``` --- ## Verification Queries ### Check Migration Applied ```sql SELECT * FROM INFORMATION_SCHEMA.COLUMNS WHERE TABLE_NAME = 'business' AND COLUMN_NAME LIKE 'allow_currency%'; ``` ### Check Default Values ```sql SELECT id, allow_currency_change_pos, allow_currency_change_sales, allow_currency_change_purchase FROM business LIMIT 5; ``` ### Expected Result All values should be 0 (false) by default. --- ## Performance Impact Assessment - **Database**: Minimal - 3 new boolean columns - No indexes required - No joins required - **Application**: Minimal - Simple boolean checks - No additional queries - No performance degradation expected - **UI**: Minimal - Simple conditional rendering - No additional API calls - No performance impact --- ## Known Limitations & Future Work ### Current Limitations 1. Sales module doesn't have dedicated currency field (uses settings structure) 2. Only default exchange rate supported (no multiple rates) 3. No automatic exchange rate fetching ### Future Enhancements 1. Add currency field to Sales form 2. Support multiple simultaneous currencies 3. Real-time exchange rate API integration 4. Currency conversion audit trail 5. Currency-wise reporting --- ## Support & Troubleshooting ### Issue: Migration fails **Solution**: - Check PHP version (5.8+ required) - Check database permissions - Run: `php artisan migrate --force` ### Issue: Settings don't appear **Solution**: - Clear cache: `php artisan cache:clear` - Clear views: `php artisan view:clear` - Check translation keys exist in lang_v1.php ### Issue: Currency field not showing **Solution**: - Verify business setting is enabled - Check `$business_details` variable passed to view - Review browser console for JavaScript errors ### Issue: Backend validation not working **Solution**: - Verify controller changes are deployed - Check exchange_rate value in request - Review server error logs --- ## Sign-Off ### Deployment Team - [ ] Code reviewed by: _________________ Date: _________ - [ ] Database backed up by: _________________ Date: _________ - [ ] Migration tested by: _________________ Date: _________ - [ ] Settings verified by: _________________ Date: _________ ### Quality Assurance - [ ] All tests passed by: _________________ Date: _________ - [ ] Rollback procedure verified by: _________________ Date: _________ - [ ] Documentation reviewed by: _________________ Date: _________ ### Production Deployment - [ ] Deployed to production by: _________________ Date: _________ - [ ] Post-deployment verification by: _________________ Date: _________ - [ ] Stakeholders notified by: _________________ Date: _________ --- ## Contact Information For deployment questions or issues: - **Technical Lead**: [Name/Contact] - **Database Administrator**: [Name/Contact] - **Project Manager**: [Name/Contact] --- ## Documentation References 1. **MULTI_CURRENCY_IMPLEMENTATION.md** - Full technical implementation details 2. **MULTI_CURRENCY_QUICK_REFERENCE.md** - Quick start guide for users 3. **MULTI_CURRENCY_SUMMARY.md** - Complete project summary --- **Deployment Checklist Version**: 1.0 **Last Updated**: January 31, 2026 **Status**: Ready for Production Deployment