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feat(hr): Phase 63 — Loan & Advance Management
https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/HR/Http/Controllers/EmployeeLoanController.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\EmployeeLoan;
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use App\Modules\HR\Models\LoanRepayment;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Illuminate\Validation\Rule;
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use Inertia\Inertia;
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use Inertia\Response;
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class EmployeeLoanController 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', EmployeeLoan::class);
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$loans = EmployeeLoan::with('employee')
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->when($request->status, fn ($q) => $q->where('status', $request->status))
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->orderBy('created_at', 'desc')
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->paginate(15)
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->withQueryString();
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return Inertia::render('HR/EmployeeLoans/Index', [
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'loans' => $loans,
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'filters' => $request->only(['status']),
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', EmployeeLoan::class);
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return Inertia::render('HR/EmployeeLoans/Create', [
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'employees' => Employee::active()->orderBy('last_name')->get()->map(fn ($e) => [
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'id' => $e->id,
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'full_name' => $e->full_name,
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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', EmployeeLoan::class);
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$validated = $request->validate([
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'employee_id' => ['required', Rule::exists('employees', 'id')],
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'type' => ['required', Rule::in(['loan', 'advance'])],
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'amount' => ['required', 'numeric', 'min:0.01'],
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'interest_rate' => ['nullable', 'numeric', 'min:0', 'max:100'],
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'purpose' => ['nullable', 'string', 'max:255'],
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'notes' => ['nullable', 'string'],
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'repayment_start_date' => ['nullable', 'date'],
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]);
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$loan = EmployeeLoan::create([
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...$validated,
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'tenant_id' => auth()->user()->tenant_id,
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'outstanding_balance' => $validated['amount'],
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'status' => 'pending',
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]);
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return redirect()->route('hr.employee-loans.show', $loan)
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->with('success', 'Loan created successfully.');
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}
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public function show(EmployeeLoan $employeeLoan): Response
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{
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$this->authorize('view', $employeeLoan);
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$employeeLoan->load(['employee', 'repayments']);
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return Inertia::render('HR/EmployeeLoans/Show', [
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'loan' => array_merge($employeeLoan->toArray(), [
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'total_repaid' => $employeeLoan->total_repaid,
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'is_fully_repaid' => $employeeLoan->is_fully_repaid,
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]),
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'can' => [
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'create' => auth()->user()->can('create', EmployeeLoan::class),
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'delete' => auth()->user()->can('delete', $employeeLoan),
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],
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]);
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}
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public function destroy(EmployeeLoan $employeeLoan): RedirectResponse
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{
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$this->authorize('delete', $employeeLoan);
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if ($employeeLoan->status !== 'pending') {
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return back()->withErrors(['status' => 'Only pending loans can be deleted.']);
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}
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$employeeLoan->delete();
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return redirect()->route('hr.employee-loans.index')
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->with('success', 'Loan deleted.');
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}
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public function approve(EmployeeLoan $employeeLoan): RedirectResponse
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{
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$this->authorize('create', EmployeeLoan::class);
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$employeeLoan->approve(auth()->user());
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return back()->with('success', 'Loan approved.');
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}
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public function cancel(EmployeeLoan $employeeLoan): RedirectResponse
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{
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$this->authorize('create', EmployeeLoan::class);
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$employeeLoan->cancel();
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return back()->with('success', 'Loan cancelled.');
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}
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public function addRepayment(Request $request, EmployeeLoan $employeeLoan): RedirectResponse
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{
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$this->authorize('create', EmployeeLoan::class);
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$validated = $request->validate([
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'amount' => ['required', 'numeric', 'min:0.01'],
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'payment_date' => ['required', 'date'],
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'notes' => ['nullable', 'string'],
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]);
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$repayment = LoanRepayment::create([
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...$validated,
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'tenant_id' => auth()->user()->tenant_id,
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'employee_loan_id' => $employeeLoan->id,
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]);
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$employeeLoan->decrement('outstanding_balance', $repayment->amount);
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if ($employeeLoan->fresh()->outstanding_balance <= 0) {
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$employeeLoan->update(['status' => 'completed', 'outstanding_balance' => 0]);
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}
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return back()->with('success', 'Repayment recorded.');
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}
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}

‎erp/app/Modules/HR/Models/EmployeeLoan.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 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 EmployeeLoan 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', 'type', 'amount', 'outstanding_balance',
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'interest_rate', 'status', 'approved_by', 'approved_at', 'disbursed_at',
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'purpose', 'notes', 'repayment_start_date',
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];
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protected $casts = [
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'amount' => 'decimal:2',
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'outstanding_balance' => 'decimal:2',
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'interest_rate' => 'decimal:2',
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'approved_at' => 'datetime',
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'disbursed_at' => 'datetime',
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'repayment_start_date' => 'date',
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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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public function approver(): BelongsTo
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{
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return $this->belongsTo(User::class, 'approved_by');
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}
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public function repayments(): HasMany
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{
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return $this->hasMany(LoanRepayment::class);
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}
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public function approve(User $user): void
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{
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$this->status = 'active';
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$this->approved_by = $user->id;
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$this->approved_at = now();
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$this->disbursed_at = now();
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$this->save();
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}
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public function cancel(): void
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{
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$this->status = 'cancelled';
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$this->save();
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}
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public function getTotalRepaidAttribute(): float
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{
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return (float) $this->repayments->sum('amount');
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}
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public function getIsFullyRepaidAttribute(): bool
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{
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return (float) $this->outstanding_balance <= 0;
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}
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}

‎erp/app/Modules/HR/Models/LoanRepayment.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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class LoanRepayment extends Model
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{
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use BelongsToTenant;
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protected $fillable = [
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'tenant_id', 'employee_loan_id', 'amount', 'payment_date', 'notes',
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];
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protected $casts = [
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'amount' => 'decimal:2',
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'payment_date' => 'date',
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];
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public function loan(): BelongsTo
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{
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return $this->belongsTo(EmployeeLoan::class, 'employee_loan_id');
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}
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}

‎erp/app/Modules/HR/Policies/LoanPolicy.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\EmployeeLoan;
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class LoanPolicy
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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, EmployeeLoan $loan): 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, EmployeeLoan $loan): bool
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{
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return $user->can('hr.create');
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}
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public function delete(User $user, EmployeeLoan $loan): bool
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{
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return $user->can('hr.delete');
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}
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}

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

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use App\Modules\HR\Models\AttendanceRecord;
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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\EmployeeLoan;
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use App\Modules\HR\Models\EmployeeOnboarding;
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use App\Modules\HR\Models\EmployeeTrainingRecord;
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use App\Modules\HR\Models\ExpenseClaim;
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use App\Modules\HR\Models\JobApplication;
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use App\Modules\HR\Models\JobPosition;
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use App\Modules\HR\Models\LeaveRequest;
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use App\Modules\HR\Models\LoanRepayment;
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use App\Modules\HR\Models\OnboardingTemplate;
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use App\Modules\HR\Models\PayrollRun;
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use App\Modules\HR\Models\PerformanceReview;
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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\LoanPolicy;
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use App\Modules\HR\Policies\OnboardingTemplatePolicy;
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use App\Modules\HR\Policies\PayrollRunPolicy;
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use App\Modules\HR\Policies\PerformanceReviewPolicy;
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Gate::policy(WorkSchedule::class, AttendancePolicy::class);
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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(EmployeeLoan::class, LoanPolicy::class);
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Gate::policy(EmployeeOnboarding::class, EmployeeOnboardingPolicy::class);
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Gate::policy(ExpenseClaim::class, ExpenseClaimPolicy::class);
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Gate::policy(JobApplication::class, RecruitmentPolicy::class);
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Gate::policy(JobPosition::class, RecruitmentPolicy::class);
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Gate::policy(LeaveRequest::class, LeaveRequestPolicy::class);
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Gate::policy(LoanRepayment::class, LoanPolicy::class);
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Gate::policy(OnboardingTemplate::class, OnboardingTemplatePolicy::class);
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Gate::policy(PayrollRun::class, PayrollRunPolicy::class);
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Gate::policy(PerformanceReview::class, PerformanceReviewPolicy::class);

‎erp/app/Modules/HR/routes/hr.php‎

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use App\Modules\HR\Http\Controllers\AttendanceController;
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use App\Modules\HR\Http\Controllers\DepartmentController;
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use App\Modules\HR\Http\Controllers\EmployeeController;
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use App\Modules\HR\Http\Controllers\EmployeeLoanController;
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use App\Modules\HR\Http\Controllers\EmployeeOnboardingController;
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use App\Modules\HR\Http\Controllers\EmployeeTrainingRecordController;
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use App\Modules\HR\Http\Controllers\ExpenseClaimController;
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// Work Schedules
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Route::resource('work-schedules', WorkScheduleController::class)->except(['edit', 'update']);
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// Employee Loans
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Route::post('employee-loans/{employeeLoan}/approve', [EmployeeLoanController::class, 'approve'])->name('employee-loans.approve');
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Route::post('employee-loans/{employeeLoan}/cancel', [EmployeeLoanController::class, 'cancel'])->name('employee-loans.cancel');
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Route::post('employee-loans/{employeeLoan}/repayments', [EmployeeLoanController::class, 'addRepayment'])->name('employee-loans.repayments.add');
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Route::resource('employee-loans', EmployeeLoanController::class)->except(['edit', 'update']);
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});

‎erp/database/migrations/2026_06_23_100001_create_employee_loans_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::create('employee_loans', function (Blueprint $table) {
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$table->id();
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$table->unsignedBigInteger('tenant_id');
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$table->foreignId('employee_id')->constrained('employees')->cascadeOnDelete();
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$table->enum('type', ['loan', 'advance'])->default('loan');
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$table->decimal('amount', 10, 2);
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$table->decimal('outstanding_balance', 10, 2);
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$table->decimal('interest_rate', 5, 2)->default(0);
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$table->enum('status', ['pending', 'active', 'completed', 'cancelled'])->default('pending');
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$table->foreignId('approved_by')->nullable()->constrained('users')->nullOnDelete();
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$table->timestamp('approved_at')->nullable();
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$table->timestamp('disbursed_at')->nullable();
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$table->string('purpose')->nullable();
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$table->text('notes')->nullable();
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$table->date('repayment_start_date')->nullable();
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$table->softDeletes();
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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('employee_loans');
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}
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};

‎erp/database/migrations/2026_06_23_100002_create_loan_repayments_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::create('loan_repayments', function (Blueprint $table) {
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$table->id();
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$table->unsignedBigInteger('tenant_id');
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$table->foreignId('employee_loan_id')->constrained('employee_loans')->cascadeOnDelete();
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$table->decimal('amount', 10, 2);
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$table->date('payment_date');
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$table->text('notes')->nullable();
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$table->timestamps();
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});
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}
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public function down(): void
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{
24+
Schema::dropIfExists('loan_repayments');
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}
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};

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