v2.0.0-alpha.4 — Leave Management Workflow + Reports + Export

[Devnawjesh]

🚀 v2.0.0-alpha.4 — Leave Management Workflow + Reports + Export

✨ Highlights

• Added complete Leave Application workflow for employees.
• Added Leave Approvals queue for supervisor/HR roles.
• Added scoped Leave Reports with date/category/status filters.
• Added CSV Export for both Leave Reports and Leave Approvals.
• Completed leave menu wiring and permission-based access behavior.

✅ Added

• Apply Leave module (self-service)
  • New leave request form
  • Half-day support
  • Validation rules for overlap, date range, balance checks, and category limits
• Leave Approvals module
  • Approve/reject actions with remarks
  • Role/scope based queue visibility
  • Auto updates to leave balance (availed, closing_balance) on approval
• Leave Reports module
  • Own/subordinates/all visibility by role/permission
  • Employee, category, status, date range filters
• Exports
  • Leave Reports export (CSV)
  • Leave Approvals export (CSV)
  • Employee code + salary grade included in exported/reported columns

🛠 Improved

• Leave balance sync now aligns with salary-grade policy mapping and employee eligibility.
• Earned leave policy fields are integrated into balance generation.
• Generated sync values normalized to whole-day business output (no invalid fraction-style generated values).
• Employee-facing balance page improved with clear My Leave Balance behavior in self scope.

🔐 Permissions

Included/used leave permission set:

• leave.view
• leave.apply
• leave.approve
• leave.manage-categories
• leave.manage-quotas
• leave.manage-balances
• leave.report

Also added:

• Seeder: LeavePermissionAssignmentSeeder
• Raw SQL: database/sql/leave_permissions_assignments_seed.sql

🧭 Navigation

Leave menu now points to working routes:

• Leave Balances
• Apply Leave
• Leave Approvals
• Leave Reports
• Leave Categories
• Leave Policies

🗃 Release Tags

laravel hrm payroll leave-management workflow approvals reports csv-export permissions self-service alpha

📌 Post-Release Commands

php artisan migrate
php artisan db:seed --class=Database\\Seeders\\PermissionSeeder
php artisan db:seed --class=Database\\Seeders\\RolePermissionSeeder
php artisan db:seed --class=Database\\Seeders\\LeavePermissionAssignmentSeeder

📝 Operational Notes

• Ensure employees have valid salary_grade_id; otherwise leave balance sync will skip those employees.
• Leave application approval depends on existing balance rows for employee/category/year.

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This discussion was created from the release v2.0.0-alpha.4 — Leave Management Workflow + Reports + Export.

[NJSTech]

After upgrading to v2.0.0-alpha.4, why are some employees missing from Leave Balance sync?

[Devnawjesh]

Most common reason in v2.0.0-alpha.4 is that the employee is filtered out by sync eligibility rules.

Check these in order:

1. Employee must have employment_status = active
2. Employee must have a valid salary_grade_id
3. Employee date_of_joining must be on/before YEAR-12-31 (the sync year)
4. There must be an active leave policy mapped to that salary grade for that year
5. If you used employee/salary-grade filters while syncing, confirm this employee matches them

Also run post-release setup to ensure permissions/policies are in place:

php artisan migrate
php artisan db:seed --class=Database\\Seeders\\PermissionSeeder
php artisan db:seed --class=Database\\Seeders\\RolePermissionSeeder
php artisan db:seed --class=Database\\Seeders\\LeavePermissionAssignmentSeeder

Quick verification SQL:

SELECT id, employee_code, employment_status, salary_grade_id, date_of_joining
FROM employees
WHERE employee_code = 'EMP_CODE_HERE';

If salary_grade_id is null or status is not active, sync will skip that employee by design.

[NJSTech]

Thank you so much. issue has been solved.