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feat(hr): Phase 89 — Disciplinary Cases & Grievance Management
Implements HR Disciplinary & Grievance Management module with migrations, models (DisciplinaryCase, Grievance), controllers, DisciplinaryPolicy, routes, TypeScript types, React pages (Index/Create/Show), Sidebar links, and 10 Pest tests (931 → 941 total passing). https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/HR/Http/Controllers/DisciplinaryCaseController.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\DisciplinaryCase;
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use App\Modules\HR\Models\Employee;
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use Carbon\Carbon;
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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 DisciplinaryCaseController 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', DisciplinaryCase::class);
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$cases = DisciplinaryCase::with(['employee', 'handledBy'])
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->when($request->status, fn ($q) => $q->where('status', $request->status))
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->when($request->employee_id, fn ($q) => $q->where('employee_id', $request->employee_id))
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->orderBy('created_at', 'desc')
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->paginate(20)
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->withQueryString();
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return Inertia::render('HR/DisciplinaryCases/Index', [
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'cases' => $cases,
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'filters' => $request->only(['status', 'employee_id']),
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', DisciplinaryCase::class);
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$employees = Employee::where('status', 'active')
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->orderBy('last_name')
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->get(['id', 'first_name', 'last_name']);
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return Inertia::render('HR/DisciplinaryCases/Create', [
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'employees' => $employees,
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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', DisciplinaryCase::class);
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$validated = $request->validate([
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'employee_id' => 'required|exists:employees,id',
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'incident_type' => 'required|in:misconduct,poor_performance,attendance,policy_violation,other',
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'incident_date' => 'required|date',
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'description' => 'required|string',
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'severity' => 'required|in:minor,moderate,major,gross',
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]);
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$case = DisciplinaryCase::create([
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'tenant_id' => auth()->user()->tenant_id,
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'employee_id' => $validated['employee_id'],
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'incident_type' => $validated['incident_type'],
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'incident_date' => $validated['incident_date'],
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'description' => $validated['description'],
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'severity' => $validated['severity'],
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'status' => 'open',
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'handled_by' => auth()->id(),
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]);
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$case->update([
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'reference' => 'DISC-' . now()->year . '-' . str_pad($case->id, 4, '0', STR_PAD_LEFT),
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]);
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return redirect()->route('hr.disciplinary-cases.show', $case);
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}
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public function show(DisciplinaryCase $disciplinaryCase): Response
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{
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$this->authorize('view', $disciplinaryCase);
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$disciplinaryCase->load(['employee', 'handledBy']);
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return Inertia::render('HR/DisciplinaryCases/Show', [
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'disciplinaryCase' => $disciplinaryCase,
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]);
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}
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public function destroy(DisciplinaryCase $disciplinaryCase): RedirectResponse
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{
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$this->authorize('delete', $disciplinaryCase);
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$disciplinaryCase->delete();
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return redirect()->route('hr.disciplinary-cases.index');
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}
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public function scheduleHearing(Request $request, DisciplinaryCase $disciplinaryCase): RedirectResponse
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{
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$this->authorize('update', $disciplinaryCase);
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$validated = $request->validate([
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'hearing_date' => 'required|date|after:today',
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]);
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$disciplinaryCase->scheduleHearing(Carbon::parse($validated['hearing_date']));
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return redirect()->back();
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}
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public function resolve(Request $request, DisciplinaryCase $disciplinaryCase): RedirectResponse
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{
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$this->authorize('update', $disciplinaryCase);
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$validated = $request->validate([
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'outcome' => 'required|in:warning,final_warning,suspension,dismissal,no_action',
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'outcome_notes' => 'nullable|string',
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]);
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$disciplinaryCase->resolve($validated['outcome'], $validated['outcome_notes'] ?? null);
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return redirect()->back();
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}
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public function close(Request $request, DisciplinaryCase $disciplinaryCase): RedirectResponse
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{
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$this->authorize('update', $disciplinaryCase);
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$disciplinaryCase->close();
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return redirect()->back();
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}
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}

‎erp/app/Modules/HR/Http/Controllers/GrievanceController.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\Grievance;
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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 GrievanceController 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', Grievance::class);
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$grievances = Grievance::with(['employee', 'assignedTo'])
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->when($request->status, fn ($q) => $q->where('status', $request->status))
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->orderBy('created_at', 'desc')
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->paginate(20)
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->withQueryString();
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return Inertia::render('HR/Grievances/Index', [
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'grievances' => $grievances,
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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', Grievance::class);
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$employees = Employee::where('status', 'active')
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->orderBy('last_name')
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->get(['id', 'first_name', 'last_name']);
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return Inertia::render('HR/Grievances/Create', [
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'employees' => $employees,
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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', Grievance::class);
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$validated = $request->validate([
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'employee_id' => 'required|exists:employees,id',
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'category' => 'required|string',
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'description' => 'required|string',
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'submitted_date' => 'required|date',
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'is_anonymous' => 'nullable|boolean',
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]);
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$grievance = Grievance::create([
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'tenant_id' => auth()->user()->tenant_id,
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'employee_id' => $validated['employee_id'],
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'category' => $validated['category'],
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'description' => $validated['description'],
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'submitted_date' => $validated['submitted_date'],
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'is_anonymous' => $validated['is_anonymous'] ?? false,
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'status' => 'submitted',
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]);
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$grievance->update([
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'reference' => 'GRV-' . now()->year . '-' . str_pad($grievance->id, 4, '0', STR_PAD_LEFT),
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]);
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return redirect()->route('hr.grievances.show', $grievance);
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}
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public function show(Grievance $grievance): Response
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{
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$this->authorize('view', $grievance);
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$grievance->load(['employee', 'assignedTo']);
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return Inertia::render('HR/Grievances/Show', [
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'grievance' => $grievance,
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]);
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}
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public function destroy(Grievance $grievance): RedirectResponse
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{
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$this->authorize('delete', $grievance);
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$grievance->delete();
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return redirect()->route('hr.grievances.index');
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}
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public function assign(Request $request, Grievance $grievance): RedirectResponse
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{
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$this->authorize('update', $grievance);
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$validated = $request->validate([
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'assigned_to' => 'required|integer|exists:users,id',
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]);
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$grievance->assign($validated['assigned_to']);
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return redirect()->back();
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}
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public function resolve(Request $request, Grievance $grievance): RedirectResponse
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{
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$this->authorize('update', $grievance);
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$validated = $request->validate([
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'resolution' => 'required|string',
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]);
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$grievance->resolve($validated['resolution']);
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return redirect()->back();
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}
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public function close(Request $request, Grievance $grievance): RedirectResponse
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{
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$this->authorize('update', $grievance);
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$grievance->close();
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return redirect()->back();
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}
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}

‎erp/app/Modules/HR/Models/DisciplinaryCase.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 Carbon\Carbon;
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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\SoftDeletes;
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class DisciplinaryCase 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', 'reference', 'incident_type',
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'incident_date', 'description', 'severity', 'status',
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'outcome', 'outcome_notes', 'handled_by', 'hearing_date', 'resolved_date',
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];
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protected $casts = [
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'incident_date' => 'date',
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'hearing_date' => 'date',
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'resolved_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 handledBy(): BelongsTo
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{
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return $this->belongsTo(User::class, 'handled_by');
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}
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public function scheduleHearing(Carbon $date): void
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{
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$this->hearing_date = $date;
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$this->status = 'hearing_scheduled';
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$this->save();
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}
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public function resolve(string $outcome, ?string $notes = null): void
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{
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$this->outcome = $outcome;
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$this->outcome_notes = $notes;
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$this->status = 'resolved';
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$this->resolved_date = now()->toDateString();
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$this->save();
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}
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public function close(): void
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{
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$this->status = 'closed';
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$this->save();
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}
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public function getIsOpenAttribute(): bool
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{
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return !in_array($this->status, ['resolved', 'closed']);
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}
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}

‎erp/app/Modules/HR/Models/Grievance.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\SoftDeletes;
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class Grievance 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', 'reference', 'category',
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'description', 'status', 'resolution', 'is_anonymous',
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'assigned_to', 'submitted_date', 'resolved_date',
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];
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protected $casts = [
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'submitted_date' => 'date',
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'resolved_date' => 'date',
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'is_anonymous' => 'boolean',
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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 assignedTo(): BelongsTo
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{
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return $this->belongsTo(User::class, 'assigned_to');
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}
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public function resolve(string $resolution): void
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{
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$this->resolution = $resolution;
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$this->status = 'resolved';
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$this->resolved_date = now()->toDateString();
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$this->save();
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}
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public function close(): void
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{
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$this->status = 'closed';
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$this->save();
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}
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public function assign(int $userId): void
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{
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$this->assigned_to = $userId;
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$this->status = 'under_review';
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$this->save();
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}
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}

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