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feat(hr): Phase 138 — HR Succession Planning
Add succession plan lifecycle with candidate tracking, readiness levels, soft-delete, and policy-gated CRUD. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/HR/Http/Controllers/SuccessionPlanController.php‎

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<?php
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namespace App\Modules\HR\Http\Controllers;
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use App\Modules\HR\Models\SuccessionPlan;
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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 SuccessionPlanController
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{
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public function index(): Response
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{
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$plans = SuccessionPlan::with('currentHolder')
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->orderByDesc('created_at')
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->paginate(20);
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return Inertia::render('HR/SuccessionPlans/Index', compact('plans'));
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}
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public function create(): Response
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{
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return Inertia::render('HR/SuccessionPlans/Create');
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}
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public function store(Request $request): RedirectResponse
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{
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$data = $request->validate([
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'position_title' => 'required|string|max:255',
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'department' => 'nullable|string|max:255',
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'description' => 'nullable|string',
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'is_critical' => 'nullable|boolean',
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'current_holder_id' => 'nullable|exists:employees,id',
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]);
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$data['tenant_id'] = app('tenant')->id;
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$data['created_by'] = auth()->id();
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SuccessionPlan::create($data);
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return redirect()->route('hr.succession-plans.index');
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}
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public function show(SuccessionPlan $successionPlan): Response
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{
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$successionPlan->load('candidates.employee', 'currentHolder');
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return Inertia::render('HR/SuccessionPlans/Show', ['plan' => $successionPlan]);
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}
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public function edit(SuccessionPlan $successionPlan): Response
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{
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return Inertia::render('HR/SuccessionPlans/Edit', ['plan' => $successionPlan]);
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}
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public function update(Request $request, SuccessionPlan $successionPlan): RedirectResponse
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{
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$data = $request->validate([
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'position_title' => 'required|string|max:255',
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'department' => 'nullable|string|max:255',
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'description' => 'nullable|string',
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'is_critical' => 'nullable|boolean',
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'current_holder_id' => 'nullable|exists:employees,id',
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]);
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$successionPlan->update($data);
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return redirect()->route('hr.succession-plans.index');
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}
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public function destroy(SuccessionPlan $successionPlan): RedirectResponse
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{
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$successionPlan->delete();
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return redirect()->route('hr.succession-plans.index');
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}
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public function complete(SuccessionPlan $successionPlan): RedirectResponse
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{
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$successionPlan->complete();
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return redirect()->route('hr.succession-plans.index');
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}
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public function deactivate(SuccessionPlan $successionPlan): RedirectResponse
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{
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$successionPlan->deactivate();
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return redirect()->route('hr.succession-plans.index');
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}
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}

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

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<?php
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namespace App\Modules\HR\Models;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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class SuccessionCandidate extends Model
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{
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protected $fillable = [
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'succession_plan_id',
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'employee_id',
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'readiness_level',
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'priority',
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'readiness_score',
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'development_notes',
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];
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protected $casts = [
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'readiness_score' => 'integer',
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'priority' => 'integer',
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];
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protected $attributes = [
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'readiness_level' => 'not-ready',
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'priority' => 1,
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'readiness_score' => 0,
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];
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public function plan(): BelongsTo
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{
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return $this->belongsTo(SuccessionPlan::class);
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}
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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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}

‎erp/app/Modules/HR/Models/SuccessionPlan.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\BelongsTo;
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use Illuminate\Database\Eloquent\Relations\HasMany;
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use Illuminate\Database\Eloquent\SoftDeletes;
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class SuccessionPlan 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',
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'position_title',
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'department',
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'description',
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'status',
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'is_critical',
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'current_holder_id',
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'created_by',
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];
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protected $casts = [
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'is_critical' => 'boolean',
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];
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protected $attributes = [
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'status' => 'active',
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'is_critical' => false,
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];
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public function candidates(): HasMany
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{
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return $this->hasMany(SuccessionCandidate::class);
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}
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public function currentHolder(): BelongsTo
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{
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return $this->belongsTo(Employee::class, 'current_holder_id');
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}
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public function complete(): void
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{
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$this->status = 'completed';
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$this->save();
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}
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public function deactivate(): void
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{
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$this->status = 'inactive';
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$this->save();
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}
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public function getIsActiveAttribute(): bool
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{
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return $this->status === 'active';
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}
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public function getCandidateCountAttribute(): int
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{
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return $this->candidates()->count();
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}
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}

‎erp/app/Modules/HR/Policies/SuccessionPlanPolicy.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\SuccessionPlan;
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class SuccessionPlanPolicy
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{
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public function viewAny(User $user): bool { return $user->hasPermissionTo('hr.view'); }
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public function view(User $user, SuccessionPlan $plan): bool { return $user->hasPermissionTo('hr.view'); }
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public function create(User $user): bool { return $user->hasPermissionTo('hr.create'); }
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public function update(User $user, SuccessionPlan $plan): bool { return $user->hasPermissionTo('hr.create'); }
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public function delete(User $user, SuccessionPlan $plan): bool { return $user->hasPermissionTo('hr.delete'); }
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public function complete(User $user, SuccessionPlan $plan): bool { return $user->hasPermissionTo('hr.create'); }
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public function deactivate(User $user, SuccessionPlan $plan): bool { return $user->hasPermissionTo('hr.create'); }
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}

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

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use App\Modules\HR\Policies\CompetencyFrameworkPolicy;
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use App\Modules\HR\Models\EmployeeGoal;
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use App\Modules\HR\Policies\EmployeeGoalPolicy;
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use App\Modules\HR\Models\SuccessionPlan;
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use App\Modules\HR\Models\SuccessionCandidate;
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use App\Modules\HR\Policies\SuccessionPlanPolicy;
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use Illuminate\Support\Facades\Gate;
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use Illuminate\Support\ServiceProvider;
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Gate::policy(CompetencyFramework::class, CompetencyFrameworkPolicy::class);
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Gate::policy(Competency::class, CompetencyFrameworkPolicy::class);
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Gate::policy(EmployeeGoal::class, EmployeeGoalPolicy::class);
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Gate::policy(SuccessionPlan::class, SuccessionPlanPolicy::class);
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Gate::policy(SuccessionCandidate::class, SuccessionPlanPolicy::class);
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}
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}

‎erp/app/Modules/HR/routes/hr.php‎

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Route::post('employee-goals/{employee_goal}/update-progress', [EmployeeGoalController::class, 'updateProgress'])->name('employee-goals.update-progress');
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Route::resource('employee-goals', EmployeeGoalController::class);
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});
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// Succession Plans
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use App\Modules\HR\Http\Controllers\SuccessionPlanController;
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Route::middleware(['web', 'auth', 'verified'])->prefix('hr')->name('hr.')->group(function () {
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Route::post('succession-plans/{succession_plan}/complete', [SuccessionPlanController::class, 'complete'])->name('succession-plans.complete');
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Route::post('succession-plans/{succession_plan}/deactivate', [SuccessionPlanController::class, 'deactivate'])->name('succession-plans.deactivate');
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Route::resource('succession-plans', SuccessionPlanController::class);
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});

‎erp/database/migrations/2026_09_06_100001_create_succession_plans_table.php‎

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<?php
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use Illuminate\Database\Migrations\Migration;
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use Illuminate\Database\Schema\Blueprint;
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use Illuminate\Support\Facades\Schema;
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return new class extends Migration
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{
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public function up(): void
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{
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Schema::dropIfExists('succession_plans');
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Schema::create('succession_plans', function (Blueprint $table) {
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$table->id();
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$table->foreignId('tenant_id')->constrained()->cascadeOnDelete();
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$table->string('position_title');
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$table->string('department')->nullable();
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$table->text('description')->nullable();
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$table->string('status')->default('active');
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$table->boolean('is_critical')->default(false);
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$table->foreignId('current_holder_id')->nullable()->constrained('employees')->nullOnDelete();
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$table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
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$table->timestamps();
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$table->softDeletes();
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});
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}
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public function down(): void
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{
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Schema::dropIfExists('succession_plans');
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}
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};

‎erp/database/migrations/2026_09_06_100002_create_succession_candidates_table.php‎

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<?php
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use Illuminate\Database\Migrations\Migration;
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use Illuminate\Database\Schema\Blueprint;
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use Illuminate\Support\Facades\Schema;
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return new class extends Migration
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{
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public function up(): void
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{
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Schema::dropIfExists('succession_candidates');
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Schema::create('succession_candidates', function (Blueprint $table) {
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$table->id();
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$table->foreignId('succession_plan_id')->constrained()->cascadeOnDelete();
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$table->foreignId('employee_id')->constrained()->cascadeOnDelete();
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$table->string('readiness_level')->default('not-ready');
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$table->integer('priority')->default(1);
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$table->integer('readiness_score')->default(0);
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$table->text('development_notes')->nullable();
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$table->timestamps();
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});
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}
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public function down(): void
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{
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Schema::dropIfExists('succession_candidates');
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}
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};

‎erp/resources/js/Pages/HR/SuccessionPlans/Create.tsx‎

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export default function Create() { return <div>Create</div>; }

‎erp/resources/js/Pages/HR/SuccessionPlans/Edit.tsx‎

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export default function Edit() { return <div>Edit</div>; }

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