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feat: Phase 46 — Performance Reviews with ratings and goals
https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
1 parent 3d9073c commit 04a8a31

16 files changed

Lines changed: 1217 additions & 4 deletions

‎erp/app/Modules/HR/Http/Controllers/PerformanceReviewController.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\PerformanceReview;
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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 PerformanceReviewController extends Controller
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{
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public function index(): Response
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{
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$this->authorize('viewAny', PerformanceReview::class);
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$reviews = PerformanceReview::with(['employee', 'reviewer'])
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->orderByDesc('period_end')
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->paginate(25);
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return Inertia::render('HR/PerformanceReviews/Index', compact('reviews'));
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}
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public function create(Request $request): Response
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{
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$this->authorize('create', PerformanceReview::class);
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$employees = Employee::where('status', 'active')->orderBy('first_name')->get(['id', 'first_name', 'last_name']);
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$employeeId = $request->get('employee_id');
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return Inertia::render('HR/PerformanceReviews/Create', compact('employees', 'employeeId'));
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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', PerformanceReview::class);
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$data = $request->validate([
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'employee_id' => 'required|exists:employees,id',
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'period_start' => 'required|date',
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'period_end' => 'required|date|after_or_equal:period_start',
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'comments' => 'nullable|string',
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'goals' => 'nullable|array',
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'goals.*.title' => 'required_with:goals|string',
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'goals.*.description' => 'nullable|string',
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'competencies' => 'nullable|array',
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'competencies.*.name' => 'required_with:competencies|string',
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'competencies.*.rating' => 'nullable|integer|min:1|max:5',
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'competencies.*.notes' => 'nullable|string',
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]);
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$review = PerformanceReview::create([
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'tenant_id' => auth()->user()->tenant_id,
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'employee_id' => $data['employee_id'],
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'reviewer_id' => auth()->id(),
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'period_start' => $data['period_start'],
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'period_end' => $data['period_end'],
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'status' => 'draft',
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'comments' => $data['comments'] ?? null,
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]);
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foreach ($data['goals'] ?? [] as $goal) {
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$review->goals()->create([
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'title' => $goal['title'],
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'description' => $goal['description'] ?? null,
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]);
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}
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foreach ($data['competencies'] ?? [] as $comp) {
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$review->competencies()->create([
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'name' => $comp['name'],
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'rating' => $comp['rating'] ?? null,
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'notes' => $comp['notes'] ?? null,
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]);
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}
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return redirect()->route('hr.performance-reviews.show', $review)->with('success', 'Review created.');
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}
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public function show(PerformanceReview $performanceReview): Response
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{
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$this->authorize('view', $performanceReview);
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$performanceReview->load(['employee', 'reviewer', 'goals', 'competencies']);
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return Inertia::render('HR/PerformanceReviews/Show', compact('performanceReview'));
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}
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public function startReview(PerformanceReview $performanceReview): RedirectResponse
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{
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$this->authorize('update', $performanceReview);
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abort_unless($performanceReview->status === 'draft', 422, 'Only draft reviews can be started.');
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$performanceReview->update(['status' => 'in_review']);
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return back()->with('success', 'Review started.');
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}
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public function complete(PerformanceReview $performanceReview, Request $request): RedirectResponse
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{
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$this->authorize('update', $performanceReview);
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abort_unless($performanceReview->status === 'in_review', 422, 'Only in-review reviews can be completed.');
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$request->validate(['overall_rating' => 'required|integer|min:1|max:5']);
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$performanceReview->update([
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'status' => 'completed',
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'overall_rating' => $request->overall_rating,
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'completed_at' => now(),
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]);
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return back()->with('success', 'Review completed.');
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}
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public function updateGoal(PerformanceReview $performanceReview, Request $request, int $goalId): RedirectResponse
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{
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$this->authorize('update', $performanceReview);
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$goal = $performanceReview->goals()->findOrFail($goalId);
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$request->validate([
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'achieved' => 'boolean',
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'achievement_notes' => 'nullable|string',
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]);
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$goal->update($request->only('achieved', 'achievement_notes'));
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return back()->with('success', 'Goal updated.');
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}
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public function destroy(PerformanceReview $performanceReview): RedirectResponse
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{
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$this->authorize('delete', $performanceReview);
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abort_unless($performanceReview->status === 'draft', 422, 'Only draft reviews can be deleted.');
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$performanceReview->delete();
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return redirect()->route('hr.performance-reviews.index')->with('success', 'Review deleted.');
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}
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}

‎erp/app/Modules/HR/Models/PerformanceReview.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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use App\Models\User;
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class PerformanceReview 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', 'employee_id', 'reviewer_id', 'period_start', 'period_end',
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'status', 'overall_rating', 'comments', 'completed_at',
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];
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protected $casts = [
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'period_start' => 'date',
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'period_end' => '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(Employee::class);
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}
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public function reviewer(): BelongsTo
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{
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return $this->belongsTo(User::class, 'reviewer_id');
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}
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public function goals(): HasMany
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{
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return $this->hasMany(PerformanceReviewGoal::class);
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}
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public function competencies(): HasMany
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{
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return $this->hasMany(PerformanceReviewCompetency::class);
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}
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public function getAverageCompetencyRatingAttribute(): ?float
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{
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$ratings = $this->competencies->whereNotNull('rating')->pluck('rating');
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if ($ratings->isEmpty()) {
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return null;
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}
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return round($ratings->avg(), 1);
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}
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}

‎erp/app/Modules/HR/Models/PerformanceReviewCompetency.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 PerformanceReviewCompetency extends Model
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{
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protected $fillable = ['performance_review_id', 'name', 'rating', 'notes'];
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public function review(): BelongsTo
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{
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return $this->belongsTo(PerformanceReview::class, 'performance_review_id');
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}
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}

‎erp/app/Modules/HR/Models/PerformanceReviewGoal.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 PerformanceReviewGoal extends Model
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{
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protected $fillable = ['performance_review_id', 'title', 'description', 'achieved', 'achievement_notes'];
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protected $casts = ['achieved' => 'boolean'];
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public function review(): BelongsTo
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{
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return $this->belongsTo(PerformanceReview::class, 'performance_review_id');
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}
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}

‎erp/app/Modules/HR/Policies/PerformanceReviewPolicy.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\PerformanceReview;
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class PerformanceReviewPolicy
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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, PerformanceReview $performanceReview): 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, PerformanceReview $performanceReview): bool
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{
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return $user->can('hr.update');
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}
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public function delete(User $user, PerformanceReview $performanceReview): 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\LeaveRequest;
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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\DepartmentPolicy;
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use App\Modules\HR\Policies\EmployeeOnboardingPolicy;
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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\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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use Illuminate\Support\Facades\Gate;
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use Illuminate\Support\ServiceProvider;
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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(LeaveRequest::class, LeaveRequestPolicy::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(OnboardingTemplate::class, OnboardingTemplatePolicy::class);
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Gate::policy(PayrollRun::class, PayrollRunPolicy::class);
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Gate::policy(PerformanceReview::class, PerformanceReviewPolicy::class);
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}
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}

‎erp/app/Modules/HR/routes/hr.php‎

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use App\Modules\HR\Http\Controllers\OnboardingTemplateController;
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use App\Modules\HR\Http\Controllers\PayrollController;
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use App\Modules\HR\Http\Controllers\PayrollRunController;
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use App\Modules\HR\Http\Controllers\PerformanceReviewController;
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use Illuminate\Support\Facades\Route;
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Route::middleware(['web', 'auth', 'verified'])->prefix('hr')->name('hr.')->group(function () {
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Route::post('onboardings/{onboarding}/tasks/{task}/uncomplete', [EmployeeOnboardingController::class, 'uncompleteTask'])->name('onboardings.tasks.uncomplete');
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});
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// Performance Reviews
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Route::resource('performance-reviews', PerformanceReviewController::class)->except(['edit', 'update']);
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Route::post('performance-reviews/{performanceReview}/start', [PerformanceReviewController::class, 'startReview'])->name('performance-reviews.start');
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Route::post('performance-reviews/{performanceReview}/complete', [PerformanceReviewController::class, 'complete'])->name('performance-reviews.complete');
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Route::patch('performance-reviews/{performanceReview}/goals/{goal}', [PerformanceReviewController::class, 'updateGoal'])->name('performance-reviews.goals.update');
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// Expense Claims
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Route::post('expense-claims/{expenseClaim}/submit', [ExpenseClaimController::class, 'submit'])->name('expense-claims.submit');
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Route::post('expense-claims/{expenseClaim}/approve', [ExpenseClaimController::class, 'approve'])->name('expense-claims.approve');

‎erp/database/migrations/2026_06_06_100001_create_performance_reviews_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('performance_reviews', function (Blueprint $table) {
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$table->id();
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$table->foreignId('tenant_id')->constrained('tenants')->cascadeOnDelete();
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$table->foreignId('employee_id')->constrained('employees')->cascadeOnDelete();
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$table->foreignId('reviewer_id')->nullable()->constrained('users')->nullOnDelete();
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$table->date('period_start');
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$table->date('period_end');
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$table->enum('status', ['draft', 'in_review', 'completed'])->default('draft');
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$table->tinyInteger('overall_rating')->unsigned()->nullable();
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$table->text('comments')->nullable();
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$table->timestamp('completed_at')->nullable();
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$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('performance_reviews');
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}
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};

‎erp/database/migrations/2026_06_06_100002_create_performance_review_goals_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('performance_review_goals', function (Blueprint $table) {
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$table->id();
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$table->foreignId('performance_review_id')->constrained('performance_reviews')->cascadeOnDelete();
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$table->string('title');
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$table->text('description')->nullable();
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$table->boolean('achieved')->default(false);
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$table->text('achievement_notes')->nullable();
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$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('performance_review_goals');
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}
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};

‎erp/database/migrations/2026_06_06_100003_create_performance_review_competencies_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('performance_review_competencies', function (Blueprint $table) {
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$table->id();
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$table->foreignId('performance_review_id')->constrained('performance_reviews')->cascadeOnDelete();
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$table->string('name');
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$table->tinyInteger('rating')->unsigned()->nullable();
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$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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{
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Schema::dropIfExists('performance_review_competencies');
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}
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};

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