# Username Login Migration Checklist

Use this checklist to track your migration progress.

## Pre-Migration

### Preparation
- [ ] Read QUICK_START_GUIDE.md
- [ ] Review BEFORE_AFTER_COMPARISON.md
- [ ] Understand what will change
- [ ] Schedule migration during low-traffic period
- [ ] Notify team members (if applicable)
- [ ] Have database credentials ready
- [ ] Have FTP/file upload access ready

### Backup (CRITICAL!)
- [ ] Create full database backup
- [ ] Verify backup file created successfully
- [ ] Test backup can be restored (optional but recommended)
- [ ] Backup current code files (user_access.php, class.user.php)
- [ ] Store backups in safe location
- [ ] Note backup timestamp: _______________

### Environment Check
- [ ] PHP version 5.6 or higher
- [ ] MySQL version 5.5 or higher
- [ ] Database connection working
- [ ] File upload permissions correct
- [ ] Can access phpMyAdmin or MySQL command line

## Migration Phase

### Step 1: Database Migration
- [ ] Upload database_migration_add_username.sql
- [ ] Run SQL migration script
- [ ] Verify username column created
- [ ] Verify unique index created
- [ ] Check for any SQL errors
- [ ] Confirm no data lost

### Step 2: Populate Usernames
- [ ] Upload populate_usernames.php to website root
- [ ] Choose username generation strategy:
  - [ ] account_number (recommended)
  - [ ] name_based
  - [ ] manual
- [ ] Access populate_usernames.php in browser
- [ ] Review generated usernames
- [ ] Verify all accounts have usernames
- [ ] Check for duplicate usernames
- [ ] Fix any duplicates if found

### Step 3: Code Deployment
- [ ] Verify user_access.php uploaded correctly
- [ ] Verify include/class.user.php uploaded correctly
- [ ] Check file permissions
- [ ] Clear any PHP cache (if applicable)

### Step 4: Testing
- [ ] Upload test_username_login.php
- [ ] Access test script in browser
- [ ] Verify all tests pass (green checkmarks)
- [ ] Review test results:
  - [ ] Username column exists
  - [ ] All accounts have usernames
  - [ ] No duplicate usernames
  - [ ] Login form updated
  - [ ] Login query updated

## Functional Testing

### Login Testing
- [ ] Test login with valid username and password
- [ ] Test login with invalid username
- [ ] Test login with invalid password
- [ ] Verify error messages display correctly
- [ ] Check login redirects correctly

### OTP Testing
- [ ] Verify OTP email sent after login
- [ ] Check OTP email contains correct code
- [ ] Test entering correct OTP
- [ ] Test entering incorrect OTP
- [ ] Verify OTP redirects correctly

### PIN Testing
- [ ] Verify PIN authentication page loads
- [ ] Test entering correct PIN
- [ ] Test entering incorrect PIN
- [ ] Verify PIN redirects to dashboard

### Dashboard Testing
- [ ] Verify dashboard loads correctly
- [ ] Check account number displays correctly
- [ ] Verify user name displays correctly
- [ ] Check balance displays correctly
- [ ] Test navigation between pages
- [ ] Verify all dashboard features work

### Transaction Testing
- [ ] Test viewing transaction history
- [ ] Test making a transfer (if safe to test)
- [ ] Verify transactions use account numbers
- [ ] Check transaction records correct

### Session Testing
- [ ] Verify session maintains login state
- [ ] Test session timeout works
- [ ] Test logout functionality
- [ ] Verify can't access dashboard after logout

### Admin Testing
- [ ] Test admin login still works (uses email)
- [ ] Verify admin panel accessible
- [ ] Check admin functions work normally

## Post-Migration

### Verification
- [ ] All tests passed
- [ ] No errors in PHP logs
- [ ] No errors in database logs
- [ ] Users can login successfully
- [ ] All features working normally

### Optimization (Optional)
- [ ] Make username field required:
  ```sql
  ALTER TABLE account MODIFY COLUMN username VARCHAR(100) NOT NULL;
  ```
- [ ] Add username validation rules
- [ ] Implement password hashing
- [ ] Add login attempt limiting

### Security Cleanup (CRITICAL!)
- [ ] Delete populate_usernames.php from server
- [ ] Delete test_username_login.php from server
- [ ] Delete database_migration_add_username.sql from server
- [ ] Delete all documentation files (.md) from server
- [ ] Delete IMPLEMENTATION_SUMMARY.txt from server
- [ ] Delete MIGRATION_CHECKLIST.md from server
- [ ] Verify files deleted successfully

### Documentation
- [ ] Document new login process for users
- [ ] Update user manual (if exists)
- [ ] Update training materials (if exists)
- [ ] Notify users of change (if needed)
- [ ] Create "How to Login" guide for users

### Monitoring
- [ ] Monitor login success rate
- [ ] Check for error reports
- [ ] Monitor user feedback
- [ ] Watch for support tickets
- [ ] Check system performance

## Rollback (If Needed)

### Emergency Rollback
- [ ] Stop accepting new logins (maintenance mode)
- [ ] Restore database backup
- [ ] Restore original code files
- [ ] Test login works with account numbers
- [ ] Resume normal operations
- [ ] Document what went wrong
- [ ] Plan corrective actions

## Success Criteria

### Technical Success
- [ ] Username column exists in database
- [ ] All accounts have unique usernames
- [ ] Login authenticates using username
- [ ] No duplicate usernames
- [ ] No data loss
- [ ] No broken functionality

### User Success
- [ ] Users can login with username
- [ ] Login process smooth
- [ ] No confusion about new process
- [ ] All features accessible
- [ ] No increase in support tickets

### Business Success
- [ ] Zero downtime during migration
- [ ] No user complaints
- [ ] Improved user experience
- [ ] System more secure
- [ ] Documentation updated

## Timeline Tracking

| Task | Estimated Time | Actual Time | Status |
|------|---------------|-------------|--------|
| Preparation | 10 min | _____ | ☐ |
| Database Backup | 5 min | _____ | ☐ |
| Run Migration | 2 min | _____ | ☐ |
| Populate Usernames | 5 min | _____ | ☐ |
| Code Deployment | 3 min | _____ | ☐ |
| Testing | 15 min | _____ | ☐ |
| Verification | 10 min | _____ | ☐ |
| Cleanup | 5 min | _____ | ☐ |
| **Total** | **~55 min** | **_____** | ☐ |

## Notes & Issues

### Issues Encountered:
```
Issue 1: _______________________________________________
Resolution: ____________________________________________

Issue 2: _______________________________________________
Resolution: ____________________________________________

Issue 3: _______________________________________________
Resolution: ____________________________________________
```

### Important Observations:
```
1. ____________________________________________________

2. ____________________________________________________

3. ____________________________________________________
```

## Sign-Off

### Migration Completed By:
- Name: _______________________________________________
- Date: _______________________________________________
- Time: _______________________________________________

### Verified By:
- Name: _______________________________________________
- Date: _______________________________________________
- Time: _______________________________________________

### Backup Location:
- Database: ___________________________________________
- Code Files: _________________________________________

### Migration Status:
- [ ] Successful - No issues
- [ ] Successful - Minor issues resolved
- [ ] Partial - Some issues remain
- [ ] Failed - Rolled back

### Next Steps:
```
1. ____________________________________________________

2. ____________________________________________________

3. ____________________________________________________
```

---

## Quick Reference

**If something goes wrong:**
1. Don't panic
2. Check test_username_login.php for diagnostics
3. Review error logs
4. Consult MIGRATION_INSTRUCTIONS.md
5. Rollback if necessary

**Support Resources:**
- QUICK_START_GUIDE.md - Fast implementation
- MIGRATION_INSTRUCTIONS.md - Detailed guide
- USERNAME_LOGIN_CHANGES_SUMMARY.md - Technical details
- BEFORE_AFTER_COMPARISON.md - Visual guide

**Emergency Rollback:**
```bash
mysql -u username -p database < backup_file.sql
```
Then restore original code files.

---

**Remember:** Test thoroughly before marking items complete!

Good luck with your migration! 🚀
