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feat(hr): Phase 81 — Employee Onboarding Checklists with task tracking
Implements HR onboarding checklists (OnboardingChecklist, OnboardingTask), employee onboarding assignment (EmployeeOnboarding v2), and per-task progress tracking (OnboardingProgress) with auto-completion when all required tasks are done. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
1 parent 79ef28b commit 887dba1

22 files changed

Lines changed: 1633 additions & 2 deletions

‎erp/app/Modules/HR/Http/Controllers/EmployeeOnboardingTrackingController.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\OnboardingChecklist;
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use App\Modules\HR\Models\OnboardingProgress;
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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 EmployeeOnboardingTrackingController extends Controller
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{
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public function index(Request $request): Response
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{
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$this->authorize('viewAny', EmployeeOnboarding::class);
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$query = EmployeeOnboarding::with(['employee', 'checklist'])
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->whereNotNull('onboarding_checklist_id');
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if ($request->filled('employee_id')) {
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$query->where('employee_id', $request->employee_id);
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}
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if ($request->filled('status')) {
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$query->where('status', $request->status);
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}
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$onboardings = $query->orderByDesc('created_at')->paginate(20);
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$employees = Employee::orderBy('first_name')->get(['id', 'first_name', 'last_name']);
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$checklists = OnboardingChecklist::where('is_active', true)->orderBy('name')->get(['id', 'name']);
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return Inertia::render('HR/EmployeeOnboardings/Index', [
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'onboardings' => $onboardings,
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'employees' => $employees,
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'checklists' => $checklists,
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'filters' => $request->only(['employee_id', 'status']),
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', EmployeeOnboarding::class);
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$employees = Employee::orderBy('first_name')->get(['id', 'first_name', 'last_name']);
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$checklists = OnboardingChecklist::where('is_active', true)->orderBy('name')->get(['id', 'name']);
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return Inertia::render('HR/EmployeeOnboardings/Create', [
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'employees' => $employees,
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'checklists' => $checklists,
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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', EmployeeOnboarding::class);
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$validated = $request->validate([
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'employee_id' => 'required|exists:employees,id',
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'onboarding_checklist_id' => 'required|exists:onboarding_checklists,id',
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'start_date' => 'required|date',
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]);
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$checklist = OnboardingChecklist::with('tasks')->findOrFail($validated['onboarding_checklist_id']);
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$onboarding = EmployeeOnboarding::create([
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'tenant_id' => auth()->user()->tenant_id,
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'employee_id' => $validated['employee_id'],
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'onboarding_checklist_id' => $validated['onboarding_checklist_id'],
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'start_date' => $validated['start_date'],
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'started_at' => $validated['start_date'],
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'title' => $checklist->name,
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'status' => 'in_progress',
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'assigned_by' => auth()->id(),
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]);
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foreach ($checklist->tasks as $task) {
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OnboardingProgress::create([
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'tenant_id' => auth()->user()->tenant_id,
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'employee_onboarding_id' => $onboarding->id,
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'onboarding_task_id' => $task->id,
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'status' => 'pending',
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]);
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}
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return redirect()->route('hr.employee-onboardings.show', $onboarding)
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->with('success', 'Employee onboarding created.');
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}
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public function show(EmployeeOnboarding $employeeOnboarding): Response
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{
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$this->authorize('view', $employeeOnboarding);
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$employeeOnboarding->load(['employee', 'checklist.tasks', 'progress.task']);
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return Inertia::render('HR/EmployeeOnboardings/Show', [
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'onboarding' => $employeeOnboarding,
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]);
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}
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public function completeTask(Request $request, EmployeeOnboarding $employeeOnboarding, OnboardingProgress $progress): RedirectResponse
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{
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$this->authorize('update', $employeeOnboarding);
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$validated = $request->validate([
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'notes' => 'nullable|string',
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]);
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$progress->complete(auth()->user(), $validated['notes'] ?? null);
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return back()->with('success', 'Task completed.');
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}
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public function skipTask(Request $request, EmployeeOnboarding $employeeOnboarding, OnboardingProgress $progress): RedirectResponse
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{
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$this->authorize('update', $employeeOnboarding);
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$validated = $request->validate([
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'notes' => 'nullable|string',
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]);
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$progress->skip($validated['notes'] ?? null);
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return back()->with('success', 'Task skipped.');
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}
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public function destroy(EmployeeOnboarding $employeeOnboarding): RedirectResponse
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{
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$this->authorize('delete', $employeeOnboarding);
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$employeeOnboarding->delete();
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return redirect()->route('hr.employee-onboardings.index')
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->with('success', 'Onboarding deleted.');
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}
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}

‎erp/app/Modules/HR/Http/Controllers/OnboardingChecklistController.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\OnboardingChecklist;
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use App\Modules\HR\Models\OnboardingTask;
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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 OnboardingChecklistController extends Controller
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{
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public function index(): Response
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{
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$this->authorize('viewAny', OnboardingChecklist::class);
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$checklists = OnboardingChecklist::withCount('tasks')
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->orderBy('name')
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->paginate(20);
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return Inertia::render('HR/OnboardingChecklists/Index', [
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'checklists' => $checklists,
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', OnboardingChecklist::class);
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return Inertia::render('HR/OnboardingChecklists/Create');
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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', OnboardingChecklist::class);
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$validated = $request->validate([
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'name' => 'required|string|max:255',
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'department' => 'nullable|string|max:255',
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'description' => 'nullable|string',
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'is_active' => 'boolean',
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'tasks' => 'array',
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'tasks.*.title' => 'required|string|max:255',
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'tasks.*.description' => 'nullable|string',
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'tasks.*.category' => 'nullable|string|max:255',
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'tasks.*.due_day_offset' => 'integer|min:0',
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'tasks.*.is_required' => 'boolean',
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'tasks.*.sort_order' => 'integer|min:0',
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]);
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$checklist = OnboardingChecklist::create([
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'tenant_id' => auth()->user()->tenant_id,
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'name' => $validated['name'],
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'department' => $validated['department'] ?? null,
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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 $taskData) {
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$checklist->tasks()->create([
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'tenant_id' => auth()->user()->tenant_id,
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'title' => $taskData['title'],
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'description' => $taskData['description'] ?? null,
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'category' => $taskData['category'] ?? null,
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'due_day_offset' => $taskData['due_day_offset'] ?? 0,
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'is_required' => $taskData['is_required'] ?? true,
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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-checklists.show', $checklist)
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->with('success', 'Onboarding checklist created.');
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}
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public function show(OnboardingChecklist $onboardingChecklist): Response
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{
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$this->authorize('view', $onboardingChecklist);
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$onboardingChecklist->load('tasks');
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return Inertia::render('HR/OnboardingChecklists/Show', [
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'checklist' => $onboardingChecklist,
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]);
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}
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public function destroy(OnboardingChecklist $onboardingChecklist): RedirectResponse
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{
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$this->authorize('delete', $onboardingChecklist);
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$onboardingChecklist->delete();
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return redirect()->route('hr.onboarding-checklists.index')
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->with('success', 'Onboarding checklist deleted.');
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}
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}

‎erp/app/Modules/HR/Models/EmployeeOnboarding.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 Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\SoftDeletes;
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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 $fillable = [
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'tenant_id', 'employee_id', 'template_id', 'onboarding_checklist_id',
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'title', 'status', 'started_at', 'start_date', 'completed_at', 'assigned_by',
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];
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protected $casts = ['started_at' => 'date', 'completed_at' => 'date'];
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protected $casts = [
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'started_at' => 'date',
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'start_date' => 'date',
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'completed_at' => 'datetime',
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];
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public function employee(): 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 checklist(): BelongsTo
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{
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return $this->belongsTo(OnboardingChecklist::class, 'onboarding_checklist_id');
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}
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/** Legacy tasks (EmployeeOnboardingTask) */
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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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/** New progress items (OnboardingProgress) */
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public function progress(): HasMany
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{
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return $this->hasMany(OnboardingProgress::class, 'employee_onboarding_id');
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}
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public function assignedBy(): BelongsTo
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{
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return $this->belongsTo(User::class, 'assigned_by');
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}
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/** Legacy progress percentage (0-100 integer) */
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public function getProgressAttribute(): int
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{
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$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() / $total * 100);
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}
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/** New completion percentage (0.0-100.0 float) */
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public function getCompletionPercentAttribute(): float
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{
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$total = $this->progress()->count();
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if ($total === 0) return 0.0;
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$done = $this->progress()->whereIn('status', ['completed', 'skipped'])->count();
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return round($done / $total * 100, 1);
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}
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/**
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* Auto-complete this onboarding if all required tasks are completed or skipped.
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*/
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public function checkComplete(): void
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{
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$requiredTotal = $this->progress()
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->whereHas('task', fn($q) => $q->where('is_required', true))
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->count();
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if ($requiredTotal === 0) {
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return;
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}
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$requiredDone = $this->progress()
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->whereHas('task', fn($q) => $q->where('is_required', true))
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->whereIn('status', ['completed', 'skipped'])
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->count();
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if ($requiredDone >= $requiredTotal) {
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$this->update([
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'status' => 'completed',
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'completed_at' => now(),
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]);
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}
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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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*/

‎erp/app/Modules/HR/Models/OnboardingChecklist.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\Relations\HasMany;
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use Illuminate\Database\Eloquent\SoftDeletes;
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class OnboardingChecklist extends Model
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{
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use BelongsToTenant, SoftDeletes;
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protected $fillable = [
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'tenant_id',
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'name',
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'department',
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'description',
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'is_active',
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];
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protected $casts = [
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'is_active' => 'boolean',
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];
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public function tasks(): HasMany
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{
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return $this->hasMany(OnboardingTask::class)->orderBy('sort_order');
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}
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public function employeeOnboardings(): HasMany
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{
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return $this->hasMany(EmployeeOnboarding::class, 'onboarding_checklist_id');
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}
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}

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