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feat: Phase 45 — Employee Onboarding Checklists
Adds onboarding template management (admin-defined reusable checklists) and per-employee onboarding instances with task completion tracking, progress calculation, and due-date computation from employee start date. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
1 parent d6550e7 commit 3d9073c

23 files changed

Lines changed: 1485 additions & 5 deletions

‎erp/app/Modules/HR/Http/Controllers/EmployeeOnboardingController.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\Models\Employee;
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use App\Modules\HR\Models\EmployeeOnboarding;
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use App\Modules\HR\Models\EmployeeOnboardingTask;
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use App\Modules\HR\Models\OnboardingTemplate;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Inertia\Inertia;
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use Inertia\Response;
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class EmployeeOnboardingController extends Controller
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{
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public function index(Employee $employee): Response
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{
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$this->authorize('viewAny', EmployeeOnboarding::class);
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$onboardings = $employee->onboardings()
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->withCount('tasks')
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->orderByDesc('created_at')
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->get()
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->map(function ($onboarding) {
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$onboarding->progress = $onboarding->progress;
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return $onboarding;
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});
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return Inertia::render('HR/Employees/Onboardings/Index', [
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'employee' => $employee,
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'onboardings' => $onboardings,
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'breadcrumbs' => [
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['label' => 'HR'],
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['label' => 'Employees', 'href' => route('hr.employees.index')],
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['label' => $employee->full_name, 'href' => route('hr.employees.show', $employee)],
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['label' => 'Onboardings'],
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],
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]);
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}
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public function create(Employee $employee): Response
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{
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$this->authorize('create', EmployeeOnboarding::class);
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$templates = OnboardingTemplate::where('is_active', true)
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->orderBy('name')
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->get(['id', 'name', 'description']);
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return Inertia::render('HR/Employees/Onboardings/Create', [
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'employee' => $employee,
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'templates' => $templates,
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'breadcrumbs' => [
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['label' => 'HR'],
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['label' => 'Employees', 'href' => route('hr.employees.index')],
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['label' => $employee->full_name, 'href' => route('hr.employees.show', $employee)],
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['label' => 'Onboardings', 'href' => route('hr.employees.onboardings.index', $employee)],
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['label' => 'New Onboarding'],
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],
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]);
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}
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public function store(Request $request, Employee $employee): RedirectResponse
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{
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$this->authorize('create', EmployeeOnboarding::class);
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$validated = $request->validate([
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'template_id' => 'nullable|exists:onboarding_templates,id',
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'title' => 'nullable|string|max:255',
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'started_at' => 'required|date',
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]);
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if ($validated['template_id']) {
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$template = OnboardingTemplate::findOrFail($validated['template_id']);
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$onboarding = EmployeeOnboarding::fromTemplate($employee, $template);
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// Override started_at if explicitly provided
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if ($validated['started_at']) {
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$onboarding->update(['started_at' => $validated['started_at']]);
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}
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} else {
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$onboarding = EmployeeOnboarding::create([
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'tenant_id' => $employee->tenant_id,
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'employee_id' => $employee->id,
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'template_id' => null,
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'title' => $validated['title'] ?? 'Onboarding',
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'status' => 'in_progress',
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'started_at' => $validated['started_at'],
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]);
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}
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return redirect()->route('hr.employees.onboardings.show', [$employee, $onboarding])
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->with('success', 'Onboarding created.');
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}
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public function show(Employee $employee, EmployeeOnboarding $onboarding): Response
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{
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$this->authorize('view', $onboarding);
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$onboarding->load('tasks');
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return Inertia::render('HR/Employees/Onboardings/Show', [
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'employee' => $employee,
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'onboarding' => array_merge($onboarding->toArray(), ['progress' => $onboarding->progress]),
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'breadcrumbs' => [
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['label' => 'HR'],
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['label' => 'Employees', 'href' => route('hr.employees.index')],
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['label' => $employee->full_name, 'href' => route('hr.employees.show', $employee)],
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['label' => 'Onboardings', 'href' => route('hr.employees.onboardings.index', $employee)],
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['label' => $onboarding->title],
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],
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]);
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}
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public function completeTask(Employee $employee, EmployeeOnboarding $onboarding, EmployeeOnboardingTask $task): RedirectResponse
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{
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$this->authorize('update', $onboarding);
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$task->update([
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'completed_at' => now(),
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'completed_by' => auth()->id(),
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]);
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return back()->with('success', 'Task marked as complete.');
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}
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public function uncompleteTask(Employee $employee, EmployeeOnboarding $onboarding, EmployeeOnboardingTask $task): RedirectResponse
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{
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$this->authorize('update', $onboarding);
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$task->update([
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'completed_at' => null,
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'completed_by' => null,
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]);
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return back()->with('success', 'Task marked as incomplete.');
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}
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public function complete(Employee $employee, EmployeeOnboarding $onboarding): RedirectResponse
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{
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$this->authorize('update', $onboarding);
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$onboarding->update([
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'status' => 'completed',
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'completed_at' => now()->toDateString(),
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]);
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return back()->with('success', 'Onboarding marked as complete.');
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}
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public function destroy(Employee $employee, EmployeeOnboarding $onboarding): RedirectResponse
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{
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$this->authorize('delete', $onboarding);
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$onboarding->delete();
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return redirect()->route('hr.employees.onboardings.index', $employee)
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->with('success', 'Onboarding deleted.');
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}
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}

‎erp/app/Modules/HR/Http/Controllers/OnboardingTemplateController.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\Models\OnboardingTemplate;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Inertia\Inertia;
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use Inertia\Response;
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class OnboardingTemplateController extends Controller
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{
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public function index(): Response
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{
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$this->authorize('viewAny', OnboardingTemplate::class);
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$templates = OnboardingTemplate::withCount('tasks')
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->orderBy('name')
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->get();
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return Inertia::render('HR/OnboardingTemplates/Index', [
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'templates' => $templates,
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'breadcrumbs' => [
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['label' => 'HR'],
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['label' => 'Onboarding Templates', 'href' => route('hr.onboarding-templates.index')],
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],
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', OnboardingTemplate::class);
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return Inertia::render('HR/OnboardingTemplates/Create', [
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'breadcrumbs' => [
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['label' => 'HR'],
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['label' => 'Onboarding Templates', 'href' => route('hr.onboarding-templates.index')],
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['label' => 'New Template'],
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],
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]);
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}
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public function store(Request $request): RedirectResponse
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{
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$this->authorize('create', OnboardingTemplate::class);
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$validated = $request->validate([
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'name' => 'required|string|max:255',
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'description' => 'nullable|string',
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'is_active' => 'boolean',
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'tasks' => 'array',
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'tasks.*.title' => 'required|string|max:255',
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'tasks.*.description' => 'nullable|string',
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'tasks.*.due_days' => 'integer|min:0|max:255',
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'tasks.*.sort_order' => 'integer|min:0|max:255',
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]);
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$template = OnboardingTemplate::create([
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'tenant_id' => auth()->user()->tenant_id,
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'name' => $validated['name'],
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'description' => $validated['description'] ?? null,
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'is_active' => $validated['is_active'] ?? true,
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]);
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foreach ($validated['tasks'] ?? [] as $taskData) {
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$template->tasks()->create([
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'title' => $taskData['title'],
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'description' => $taskData['description'] ?? null,
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'due_days' => $taskData['due_days'] ?? 0,
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'sort_order' => $taskData['sort_order'] ?? 0,
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]);
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}
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return redirect()->route('hr.onboarding-templates.show', $template)
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->with('success', 'Onboarding template created.');
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}
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public function show(OnboardingTemplate $onboardingTemplate): Response
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{
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$this->authorize('view', $onboardingTemplate);
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$onboardingTemplate->load('tasks');
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return Inertia::render('HR/OnboardingTemplates/Show', [
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'template' => $onboardingTemplate,
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'breadcrumbs' => [
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['label' => 'HR'],
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['label' => 'Onboarding Templates', 'href' => route('hr.onboarding-templates.index')],
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['label' => $onboardingTemplate->name],
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],
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]);
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}
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public function destroy(OnboardingTemplate $onboardingTemplate): RedirectResponse
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{
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$this->authorize('delete', $onboardingTemplate);
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$hasActiveOnboardings = $onboardingTemplate->onboardings()
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->where('status', 'in_progress')
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->exists();
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if ($hasActiveOnboardings) {
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return back()->withErrors(['template' => 'Cannot delete a template with in-progress onboardings.']);
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}
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$onboardingTemplate->delete();
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return redirect()->route('hr.onboarding-templates.index')
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->with('success', 'Onboarding template deleted.');
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}
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}

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

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return $this->hasMany(PayrollItem::class);
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}
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public function onboardings(): HasMany
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{
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return $this->hasMany(EmployeeOnboarding::class);
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}
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public function getFullNameAttribute(): string
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{
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return "{$this->first_name} {$this->last_name}";

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

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<?php
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namespace App\Modules\HR\Models;
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use App\Modules\Core\Traits\BelongsToTenant;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\SoftDeletes;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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use Illuminate\Database\Eloquent\Relations\HasMany;
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class EmployeeOnboarding extends Model
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{
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use BelongsToTenant, SoftDeletes;
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protected $fillable = ['tenant_id', 'employee_id', 'template_id', 'title', 'status', 'started_at', 'completed_at'];
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protected $casts = ['started_at' => 'date', 'completed_at' => 'date'];
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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 template(): BelongsTo
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{
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return $this->belongsTo(OnboardingTemplate::class, 'template_id');
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}
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public function tasks(): HasMany
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{
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return $this->hasMany(EmployeeOnboardingTask::class)->orderBy('sort_order');
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}
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public function getProgressAttribute(): int
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{
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$total = $this->tasks()->count();
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if ($total === 0) return 0;
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return (int) round($this->tasks()->whereNotNull('completed_at')->count() / $total * 100);
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}
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/**
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* Instantiate from a template, creating task copies for the employee.
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*/
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public static function fromTemplate(Employee $employee, OnboardingTemplate $template): self
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{
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$startDate = $employee->start_date ?? now()->toDateString();
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$onboarding = self::create([
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'tenant_id' => $employee->tenant_id,
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'employee_id' => $employee->id,
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'template_id' => $template->id,
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'title' => $template->name,
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'status' => 'in_progress',
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'started_at' => $startDate,
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]);
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foreach ($template->tasks as $task) {
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$dueDate = $task->due_days > 0
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? \Carbon\Carbon::parse($onboarding->started_at)->addDays($task->due_days)->toDateString()
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: null;
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$onboarding->tasks()->create([
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'title' => $task->title,
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'description' => $task->description,
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'due_date' => $dueDate,
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'sort_order' => $task->sort_order,
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]);
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}
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return $onboarding;
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}
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}

‎erp/app/Modules/HR/Models/EmployeeOnboardingTask.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 Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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class EmployeeOnboardingTask extends Model
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{
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protected $fillable = ['employee_onboarding_id', 'title', 'description', 'due_date', 'completed_at', 'completed_by', 'sort_order'];
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protected $casts = ['completed_at' => 'datetime', 'due_date' => 'date'];
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public function onboarding(): BelongsTo
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{
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return $this->belongsTo(EmployeeOnboarding::class, 'employee_onboarding_id');
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}
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public function completer(): BelongsTo
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{
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return $this->belongsTo(User::class, 'completed_by');
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}
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public function getIsCompletedAttribute(): bool
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{
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return $this->completed_at !== null;
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}
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}

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