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feat: Phase 25 — Employee Expense Claims (submit, approve, reject, reimburse)
https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/HR/Http/Controllers/ExpenseClaimController.php‎

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<?php
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namespace App\Modules\HR\Http\Controllers;
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use App\Http\Controllers\Controller;
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use App\Modules\HR\Http\Requests\StoreExpenseClaimRequest;
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use App\Modules\HR\Http\Resources\ExpenseClaimResource;
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use App\Modules\HR\Models\Employee;
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use App\Modules\HR\Models\ExpenseClaim;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Illuminate\Support\Facades\Auth;
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use Inertia\Inertia;
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use Inertia\Response;
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class ExpenseClaimController extends Controller
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{
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const CATEGORIES = ['travel', 'meals', 'supplies', 'accommodation', 'other'];
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public function index(Request $request): Response
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{
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$this->authorize('viewAny', ExpenseClaim::class);
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$claims = ExpenseClaim::with(['employee', 'reviewer'])
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->when($request->status, fn ($q) => $q->where('status', $request->status))
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->orderBy('created_at', 'desc')
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->paginate(25)
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->withQueryString();
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return Inertia::render('HR/ExpenseClaims/Index', [
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'claims' => ExpenseClaimResource::collection($claims),
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'filters' => $request->only(['status']),
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'categories' => self::CATEGORIES,
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'breadcrumbs' => [
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['label' => 'HR'],
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['label' => 'Expense Claims', 'href' => route('hr.expense-claims.index')],
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],
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', ExpenseClaim::class);
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return Inertia::render('HR/ExpenseClaims/Create', [
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'employees' => Employee::active()->orderBy('last_name')->get()->map(fn ($e) => [
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'id' => $e->id, 'full_name' => $e->full_name,
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]),
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'categories' => self::CATEGORIES,
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'breadcrumbs' => [
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['label' => 'HR'],
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['label' => 'Expense Claims', 'href' => route('hr.expense-claims.index')],
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['label' => 'New Claim'],
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],
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]);
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}
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public function store(StoreExpenseClaimRequest $request): RedirectResponse
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{
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$this->authorize('create', ExpenseClaim::class);
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$data = $request->validated();
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$claim = ExpenseClaim::create([
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...$data,
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'tenant_id' => auth()->user()->tenant_id,
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'status' => 'draft',
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'created_by' => Auth::id(),
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]);
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return redirect()->route('hr.expense-claims.show', $claim)
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->with('success', 'Expense claim created.');
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}
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public function show(ExpenseClaim $expenseClaim): Response
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{
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$this->authorize('view', $expenseClaim);
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$expenseClaim->load(['employee', 'submitter', 'reviewer']);
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return Inertia::render('HR/ExpenseClaims/Show', [
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'claim' => new ExpenseClaimResource($expenseClaim),
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'categories' => self::CATEGORIES,
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'can' => [
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'update' => auth()->user()->can('update', $expenseClaim),
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'delete' => auth()->user()->can('delete', $expenseClaim),
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'approve' => auth()->user()->can('approve', $expenseClaim),
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],
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'breadcrumbs' => [
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['label' => 'HR'],
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['label' => 'Expense Claims', 'href' => route('hr.expense-claims.index')],
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['label' => $expenseClaim->title],
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],
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]);
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}
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public function submit(ExpenseClaim $expenseClaim): RedirectResponse
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{
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$this->authorize('update', $expenseClaim);
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try {
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$expenseClaim->submit();
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} catch (\DomainException $e) {
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return back()->withErrors(['status' => $e->getMessage()]);
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}
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return back()->with('success', 'Expense claim submitted.');
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}
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public function approve(ExpenseClaim $expenseClaim, Request $request): RedirectResponse
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{
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$this->authorize('approve', $expenseClaim);
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$request->validate([
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'notes' => 'nullable|string',
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]);
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try {
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$expenseClaim->approve($request->input('notes', ''));
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} catch (\DomainException $e) {
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return back()->withErrors(['status' => $e->getMessage()]);
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}
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return back()->with('success', 'Expense claim approved.');
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}
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public function reject(ExpenseClaim $expenseClaim, Request $request): RedirectResponse
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{
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$this->authorize('approve', $expenseClaim);
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$request->validate([
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'notes' => 'required|string',
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]);
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try {
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$expenseClaim->reject($request->input('notes', ''));
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} catch (\DomainException $e) {
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return back()->withErrors(['status' => $e->getMessage()]);
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}
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return back()->with('success', 'Expense claim rejected.');
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}
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public function reimburse(ExpenseClaim $expenseClaim): RedirectResponse
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{
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$this->authorize('approve', $expenseClaim);
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try {
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$expenseClaim->reimburse();
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} catch (\DomainException $e) {
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return back()->withErrors(['status' => $e->getMessage()]);
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}
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return back()->with('success', 'Expense claim marked as reimbursed.');
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}
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public function destroy(ExpenseClaim $expenseClaim): RedirectResponse
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{
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$this->authorize('delete', $expenseClaim);
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$expenseClaim->delete();
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return redirect()->route('hr.expense-claims.index')
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->with('success', 'Expense claim deleted.');
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}
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}

‎erp/app/Modules/HR/Http/Requests/StoreExpenseClaimRequest.php‎

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<?php
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namespace App\Modules\HR\Http\Requests;
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use Illuminate\Foundation\Http\FormRequest;
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class StoreExpenseClaimRequest extends FormRequest
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{
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public function authorize(): bool
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{
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return true;
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}
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public function rules(): array
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{
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return [
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'employee_id' => 'required|exists:employees,id',
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'title' => 'required|string|max:191',
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'description' => 'nullable|string',
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'expense_date' => 'required|date',
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'amount' => 'required|numeric|min:0.01',
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'currency_code' => 'nullable|string|size:3',
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'category' => 'required|in:travel,meals,supplies,accommodation,other',
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];
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}
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}

‎erp/app/Modules/HR/Http/Resources/ExpenseClaimResource.php‎

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<?php
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namespace App\Modules\HR\Http\Resources;
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use Illuminate\Http\Request;
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use Illuminate\Http\Resources\Json\JsonResource;
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class ExpenseClaimResource extends JsonResource
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{
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public function toArray(Request $request): array
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{
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return [
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'id' => $this->id,
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'tenant_id' => $this->tenant_id,
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'employee_id' => $this->employee_id,
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'employee_name' => $this->whenLoaded('employee', fn () => $this->employee?->full_name),
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'employee' => $this->whenLoaded('employee', fn () => $this->employee
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? ['id' => $this->employee->id, 'full_name' => $this->employee->full_name]
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: null),
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'submitted_by' => $this->submitted_by,
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'submitted_by_name' => $this->whenLoaded('submitter', fn () => $this->submitter?->name),
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'title' => $this->title,
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'description' => $this->description,
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'expense_date' => $this->expense_date?->toDateString(),
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'amount' => $this->amount,
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'currency_code' => $this->currency_code,
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'category' => $this->category,
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'receipt_path' => $this->receipt_path,
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'status' => $this->status,
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'reviewed_by' => $this->reviewed_by,
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'reviewed_by_name' => $this->whenLoaded('reviewer', fn () => $this->reviewer?->name),
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'reviewed_at' => $this->reviewed_at?->toDateTimeString(),
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'review_notes' => $this->review_notes,
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'created_by' => $this->created_by,
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'created_at' => $this->created_at?->toDateTimeString(),
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'updated_at' => $this->updated_at?->toDateTimeString(),
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];
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}
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}

‎erp/app/Modules/HR/Models/ExpenseClaim.php‎

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<?php
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namespace App\Modules\HR\Models;
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use App\Models\User;
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use App\Modules\Core\Traits\BelongsToTenant;
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use DomainException;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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use Illuminate\Database\Eloquent\SoftDeletes;
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use Illuminate\Support\Facades\Auth;
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class ExpenseClaim extends Model
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{
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use BelongsToTenant;
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use SoftDeletes;
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protected $fillable = [
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'tenant_id', 'employee_id', 'submitted_by', 'title', 'description',
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'expense_date', 'amount', 'currency_code', 'category', 'receipt_path',
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'status', 'reviewed_by', 'reviewed_at', 'review_notes', 'created_by',
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];
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protected $casts = [
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'expense_date' => 'date',
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'reviewed_at' => 'datetime',
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'amount' => 'float',
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];
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protected $attributes = ['status' => 'draft'];
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public function employee(): BelongsTo
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{
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return $this->belongsTo(Employee::class);
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}
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public function submitter(): BelongsTo
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{
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return $this->belongsTo(User::class, 'submitted_by');
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}
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public function reviewer(): BelongsTo
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{
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return $this->belongsTo(User::class, 'reviewed_by');
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}
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public function submit(): void
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{
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if ($this->status !== 'draft') {
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throw new DomainException("Only draft claims can be submitted. Current status: {$this->status}.");
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}
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$this->update([
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'status' => 'submitted',
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'submitted_by' => Auth::id(),
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]);
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}
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public function approve(string $notes = ''): void
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{
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if ($this->status !== 'submitted') {
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throw new DomainException("Only submitted claims can be approved. Current status: {$this->status}.");
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}
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$this->update([
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'status' => 'approved',
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'reviewed_by' => Auth::id(),
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'reviewed_at' => now(),
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'review_notes' => $notes,
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]);
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}
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public function reject(string $notes = ''): void
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{
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if ($this->status !== 'submitted') {
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throw new DomainException("Only submitted claims can be rejected. Current status: {$this->status}.");
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}
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$this->update([
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'status' => 'rejected',
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'reviewed_by' => Auth::id(),
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'reviewed_at' => now(),
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'review_notes' => $notes,
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]);
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}
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public function reimburse(): void
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{
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if ($this->status !== 'approved') {
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throw new DomainException("Only approved claims can be reimbursed. Current status: {$this->status}.");
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}
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$this->update([
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'status' => 'reimbursed',
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]);
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}
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}

‎erp/app/Modules/HR/Policies/ExpenseClaimPolicy.php‎

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<?php
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namespace App\Modules\HR\Policies;
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use App\Models\User;
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use App\Modules\HR\Models\ExpenseClaim;
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class ExpenseClaimPolicy
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{
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public function viewAny(User $user): bool
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{
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return $user->can('hr.view');
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}
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public function view(User $user, ExpenseClaim $expenseClaim): bool
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{
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return $user->can('hr.view');
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}
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public function create(User $user): bool
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{
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return $user->can('hr.create');
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}
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public function update(User $user, ExpenseClaim $expenseClaim): bool
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{
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return $user->can('hr.update');
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}
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public function delete(User $user, ExpenseClaim $expenseClaim): bool
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{
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return $user->can('hr.delete') && $expenseClaim->status === 'draft';
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}
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public function approve(User $user, ExpenseClaim $expenseClaim): bool
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{
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return $user->can('hr.update')
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&& $user->hasAnyRole(['admin', 'manager', 'super-admin']);
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}
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}

‎erp/app/Modules/HR/Providers/HRServiceProvider.php‎

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use App\Modules\HR\Models\Department;
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use App\Modules\HR\Models\Employee;
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use App\Modules\HR\Models\ExpenseClaim;
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use App\Modules\HR\Models\LeaveRequest;
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use App\Modules\HR\Models\PayrollRun;
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use App\Modules\HR\Policies\DepartmentPolicy;
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use App\Modules\HR\Policies\EmployeePolicy;
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use App\Modules\HR\Policies\ExpenseClaimPolicy;
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use App\Modules\HR\Policies\LeaveRequestPolicy;
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use App\Modules\HR\Policies\PayrollRunPolicy;
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use Illuminate\Support\Facades\Gate;
@@ -23,6 +25,7 @@ public function boot(): void
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Gate::policy(Department::class, DepartmentPolicy::class);
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Gate::policy(Employee::class, EmployeePolicy::class);
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Gate::policy(ExpenseClaim::class, ExpenseClaimPolicy::class);
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Gate::policy(LeaveRequest::class, LeaveRequestPolicy::class);
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Gate::policy(PayrollRun::class, PayrollRunPolicy::class);
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}

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