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# CoreHR: Phase 2 Tracker

## **Phase 2: Core Employee Management**

**Overall Goal:** Build the central employee profile, including personal and employment details, an organizational chart, onboarding workflows, work history, secure document management, and the employee-facing self-service view.

---

### Milestone 2.1: Employee Profile - Database & Backend Logic

| Task ID | Task Description | Backend/Frontend | TDD Focus (Key Tests) | Status | Notes/Blockers |
| :--- | :--- | :--- | :--- | :--- | :--- |
| P2.1.1 | **[ENHANCED]** **Backend:** Design `employees` table schema. Must include job info, a `user_id` FK, and a nullable `reports_to` FK (self-referencing to `employees.id`) for the org chart. Add `softDeletes`. | Backend | N/A (Design Task) | ☐ To Do | |
| P2.1.2 | **Backend:** Create the `Employee` model and migration. | Backend | - Migration runs successfully. | ☐ To Do | |
| P2.1.3 | **[ENHANCED]** **Backend:** Define Eloquent relationships on `Employee` model (`belongsTo` User, Department, Designation, Manager; `hasOne` Subordinate). | Backend | - Test relationships can be created and queried correctly. | ☐ To Do | |
| P2.1.4 | **Backend:** Write tests for a new `EmployeeService`. | Backend | - `createEmployee`: Creates `User` and `Employee` records. - `updateEmployee`. - `deleteEmployee`. | ☐ To Do | |
| P2.1.5 | **Backend:** Implement the `EmployeeService` class. | Backend | (Covered by P2.1.4 tests) | ☐ To Do | |
| P2.1.6 | **Backend:** Create `EmployeeController` and define resourceful routes. | Backend | - Test routes are protected by HR Admin middleware. | ☐ To Do | |

---

### Milestone 2.2: Employee Management UI (Admin View)

| Task ID | Task Description | Backend/Frontend | TDD Focus (Key Tests) | Status | Notes/Blockers |
| :--- | :--- | :--- | :--- | :--- | :--- |
| P2.2.1 | **Frontend:** Create Vue pages in `Pages/Admin/Employees/`: `Index.vue`, `Create.vue`, `Edit.vue`. | Frontend | - Test an HR Admin can view the employee list page. | ☐ To Do | |
| P2.2.2 | **[ENHANCED]** **Frontend:** Build `Index.vue` with a `shadcn-vue` data table and an **Image View** toggle, as seen in the reference video. | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.2.3 | **[ENHANCED]** **Frontend:** Build the `Create.vue` & `Edit.vue` pages using a **Tabbed Layout** (`Overview`, `Salary`, `Connections`, etc.) as seen in the reference. | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.2.4 | **Frontend:** On forms, use `laravel-precognition-vue-inertia`'s `useForm` for live validation. | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.2.5 | **Frontend:** The Department and Designation fields should be dropdowns populated from Phase 1 data. | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.2.6 | **[ADDED]** **Frontend:** Implement the **"Connections" tab** on the `Edit.vue` page, showing counts and links to related records (Leave, Payroll, etc.). | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.2.7 | **[ADDED]** **Frontend:** Implement the **Activity Heatmap** on the `Edit.vue` page using a Vue heatmap component. | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.2.8 | **Backend:** Create an `EmployeeSeeder` for sample data. | Backend | - Test seeder populates the DB with realistic, linked employee and user data. | ☐ To Do | |

---

### Milestone 2.3: Secure Document Management

**Goal:** Allow HR Admins to upload and manage files (e.g., contracts, IDs) associated with a specific employee.

| Task ID | Task Description | Backend/Frontend | TDD Focus (Key Tests) | Status | Notes/Blockers |
| :--- | :--- | :--- | :--- | :--- | :--- |
| P2.3.1 | **Backend:** Design `employee_documents` table schema (`employee_id` FK, `name`, `file_path`, `file_size`). | Backend | N/A (Design Task) | ☐ To Do | |
| P2.3.2 | **Backend:** Create `EmployeeDocument` model and migration. | Backend | - Migration runs successfully. | ☐ To Do | |
| P2.3.3 | **Backend:** Write tests for a `DocumentUploadService`. | Backend | - Test a file can be uploaded and stored for a specific employee. - Test a document record can be deleted (and the file from storage). - Test an employee's documents can be listed. | ☐ To Do | Use Laravel's `Storage::fake()` for testing. |
| P2.3.4 | **Backend:** Implement the `DocumentUploadService`. | Backend | (Covered by P2.3.3 tests) | ☐ To Do | |
| P2.3.5 | **Backend:** Add new methods and routes to `EmployeeController` for handling document uploads and deletions. | Backend | - Test document management routes are protected. | ☐ To Do | |
| P2.3.6 | **Frontend:** On the employee `Edit.vue` page, add a "Documents" tab or section. | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.3.7 | **Frontend:** In the "Documents" section, build a UI to list existing documents and a form to upload new ones. | Frontend | N/A (UI Implementation) | ☐ To Do | Will use `shadcn-vue` file input and table components. |

---

### Milestone 2.4: Employee Self-Service Profile

**Goal:** Create a secure, read-only page where logged-in employees can view their own profile information.

| Task ID | Task Description | Backend/Frontend | TDD Focus (Key Tests) | Status | Notes/Blockers |
| :--- | :--- | :--- | :--- | :--- | :--- |
| P2.4.1 | **Backend:** Create a new `UserProfileController` with a `show` method that retrieves the authenticated user's associated employee record. | Backend | - Test that the controller correctly fetches the logged-in user's data. | ☐ To Do | |
| P2.4.2 | **Backend:** Define a route like `/my-profile` pointing to this controller method. | Backend | - Test the route is protected by `auth` middleware. | ☐ To Do | |
| P2.4.3 | **Backend:** Implement a `Gate` or Policy to ensure a user can *only* view their own profile, not others, via this route. | Backend | - Test User A receives a 403 when trying to access a hypothetical `/users/B/profile` route. | ☐ To Do | |
| P2.4.4 | **Frontend:** Create a new Vue page at `Pages/Profile/Show.vue`. | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.4.5 | **Frontend:** Build the UI to display the employee's information in a clean, read-only format. Include a tab to show their uploaded documents. | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.4.6 | **Frontend:** Add a "My Profile" link to the main application navigation layout for easy access. | Frontend | N/A (UI Implementation) | ☐ To Do | |

---

### Milestone 2.5: [ADDED] Organizational Chart

**Goal:** Create a visual, interactive organizational chart based on employee reporting lines.

| Task ID | Task Description | Backend/Frontend | TDD Focus (Key Tests) | Status | Notes/Blockers |
| :--- | :--- | :--- | :--- | :--- | :--- |
| P2.5.1 | **Backend:** Create an `OrgChartController` that serves hierarchical employee data as JSON. | Backend | - Test the controller returns a correctly structured JSON tree. | ☐ To Do | |
| P2.5.2 | **Backend:** Define a route for the org chart page. | Backend | - Test route is protected by `auth` middleware. | ☐ To Do | |
| P2.5.3 | **Frontend:** Create `Pages/Company/OrgChart.vue`. | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.5.4 | **Frontend:** Integrate and configure a Vue organizational chart library to render the data fetched from the controller. | Frontend | N/A (UI Implementation) | ☐ To Do | |

---

### Milestone 2.6: [ADDED] Employee Onboarding

**Goal:** Implement a templated, Kanban-style task management system for onboarding new employees.

| Task ID | Task Description | Backend/Frontend | TDD Focus (Key Tests) | Status | Notes/Blockers |
| :--- | :--- | :--- | :--- | :--- | :--- |
| P2.6.1 | **Backend:** Design and create migrations for `onboarding_templates`, `onboarding_template_tasks`, `employee_onboardings`, and `employee_onboarding_tasks` tables. | Backend | - Migrations run successfully. | ☐ To Do | |
| P2.6.2 | **Backend:** Write tests for a new `OnboardingService`. | Backend | - Test assigning a template to a new employee creates all necessary tasks. - Test task status can be updated. | ☐ To Do | |
| P2.6.3 | **Backend:** Implement the `OnboardingService` and a corresponding `OnboardingController`. Define routes. | Backend | (Covered by P2.6.2 tests) | ☐ To Do | |
| P2.6.4 | **Frontend:** Create `Pages/Admin/Onboarding/Index.vue` with a Kanban board UI (using a library like `vue-draggable-next`). | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.6.5 | **Frontend:** Create a UI for HR Admins to create and manage `Onboarding Templates` and their associated tasks. | Frontend | N/A (UI Implementation) | ☐ To Do | |

---

### Milestone 2.7: [ADDED] Promotions & Transfers

**Goal:** Track an employee's work history by recording promotions and transfers, and generate corresponding letters.

| Task ID | Task Description | Backend/Frontend | TDD Focus (Key Tests) | Status | Notes/Blockers |
| :--- | :--- | :--- | :--- | :--- | :--- |
| P2.7.1 | **Backend:** Design and create migration for `employee_work_history` table (`event_type`, `effective_date`, `details` JSON). | Backend | - Migration runs successfully. | ☐ To Do | |
| P2.7.2 | **Backend:** Enhance `EmployeeService` with `promoteEmployee()` and `transferEmployee()` methods. | Backend | - Test `promoteEmployee` updates the employee's designation and creates a work history record. | ☐ To Do | |
| P2.7.3 | **Backend:** Implement PDF generation for promotion letters using templates. | Backend | - Test PDF is generated with correct dynamic data. | ☐ To Do | |
| P2.7.4 | **Frontend:** On the `Edit.vue` page, add "Promote" and "Transfer" action buttons that open `shadcn-vue` dialogs for submitting the change. | Frontend | N/A (UI Implementation) | ☐ To Do | |
| P2.7.5 | **Frontend:** Add a "History" tab to the `Edit.vue` page to display the `employee_work_history`. | Frontend | N/A (UI Implementation) | ☐ To Do | |

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### End of Phase 2 Review Checklist (Updated)

- [ ] Can an HR Admin successfully CRUD a complete employee profile via a **tabbed interface**?
- [ ] Does the employee list page support both a **table and image view**?
- [ ] Can a logged-in employee view their profile, including a **"Connections" tab** and **Activity Heatmap**?
- [ ] **[NEW]** Is there a functional, interactive **Organizational Chart**?
- [ ] **[NEW]** Can HR Admins create **Onboarding Templates** and manage new hires via a **Kanban board**?
- [ ] **[NEW]** Can HR Admins process **promotions and transfers**, which are logged in the employee's work history?
- [ ] Is all new backend logic covered by Pest tests?

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Regist : 09-12-2024	Expired : 01-12-2027