# Phase 2: Employee Salary Assignment - COMPLETE ✅

## Implementation Summary

**Status:** ✅ COMPLETE
**Date Completed:** 2026-02-16
**Estimated Duration:** 1 Week
**Time Invested:** ~2 hours

---

## 📦 Deliverables

### Frontend Pages (1 File)
✅ **employee-salary-assign.php** (18 KB)
- List view showing all employee salary assignments
- Assignment detail view with current and historical assignments
- New assignment form with salary template selection
- Real-time salary calculation preview for selected template
- Assignment history timeline showing all past assignments
- Filters: by employee, by status, search functionality
- Responsive design with Bootstrap 5

### API Endpoints (5 Files)
✅ **api/employee_salary_assignment/create.php** (2.5 KB)
- Create new salary assignment for employee
- Automatic deactivation of previous active assignment
- Validation of employee and template existence
- Track assignment by admin (assigned_by)

✅ **api/employee_salary_assignment/read.php** (3.2 KB)
- List all employee salary assignments with DataTable support
- Support filtering by status and employee
- Search by employee name, code, or template name
- Server-side pagination

✅ **api/employee_salary_assignment/read_single.php** (1.8 KB)
- Get single assignment by ID
- Include full salary template details
- Used for assignment detail view

✅ **api/employee_salary_assignment/update.php** (2 KB)
- Update existing assignment
- Modify salary template, dates, or status
- Validation of template existence

✅ **api/employee_salary_assignment/history.php** (1.2 KB)
- Get complete assignment history for employee
- Return all assignments (active and inactive)
- Ordered by assigned date descending

### Helper Endpoints
✅ **api/employee/get_employees.php** (0.9 KB)
- Get list of active employees
- Used for employee filter in assignment list
- Used for new assignment form

### Sidebar Integration ✅
- Updated sidebar.php to activate Phase 2
- Salary Assignment link now active and functional
- Phases 3-5 remain as "Coming Soon"

### Documentation (In Progress)
✅ **PHASE_2_COMPLETE.md** (This file)
- Implementation summary
- Feature list
- API response examples
- Testing guide

---

## 🎯 Features Implemented

### Core CRUD Operations
- ✅ Create assignment (with automatic previous deactivation)
- ✅ Read/List assignments with filters and search
- ✅ Read single assignment with full details
- ✅ Update assignment details
- ✅ View assignment history

### Assignment Management
- ✅ Assign salary template to employee
- ✅ View current active assignment
- ✅ Change assignment (deactivates old, creates new)
- ✅ Track assignment effective dates
- ✅ Deactivate assignments

### User Experience
- ✅ Real-time salary preview when selecting template
- ✅ Assignment history timeline view
- ✅ Filter by employee and status
- ✅ Search functionality
- ✅ Toast notifications (success/error)
- ✅ Responsive design

### Data Security
- ✅ Employee and template validation
- ✅ Assignment history tracking
- ✅ Admin tracking (assigned_by)
- ✅ Status management
- ✅ Effective date handling

---

## 🗄️ Database Tables Used

| Table | Relation | Purpose |
|:---|:---|:---|
| `tbl_employee_salary_templates` | Primary | Links employees to salary templates |
| `tbl_employees` | Foreign Key | Employee reference |
| `tbl_salary_templates` | Foreign Key | Salary template reference |

---

## 🔗 API Response Examples

### Create Assignment
```json
POST /api/employee_salary_assignment/create.php
{
  "status": "success",
  "message": "Salary template assigned successfully",
  "id": 1
}
```

### List Assignments
```json
GET /api/employee_salary_assignment/read.php?status=active&employee_id=1
{
  "status": "success",
  "draw": 1,
  "recordsTotal": 5,
  "recordsFiltered": 1,
  "data": [
    {
      "id": 1,
      "employee_id": 1,
      "employee_name": "John Doe",
      "employee_code": "E001",
      "template_name": "Senior Level",
      "assigned_date": "2026-01-15",
      "effective_date": "2026-01-15",
      "status": "active",
      "assigned_by_name": "Admin User"
    }
  ]
}
```

### Get Single Assignment
```json
GET /api/employee_salary_assignment/read_single.php?id=1
{
  "status": "success",
  "data": {
    "id": 1,
    "employee_id": 1,
    "employee_name": "John Doe",
    "employee_code": "E001",
    "salary_template_id": 2,
    "template_name": "Senior Level",
    "basic_salary": "50000.00",
    "hra": "10000.00",
    "da": "5000.00",
    ...
    "assigned_date": "2026-01-15",
    "effective_date": "2026-01-15",
    "status": "active"
  }
}
```

### Get Assignment History
```json
GET /api/employee_salary_assignment/history.php?employee_id=1
{
  "status": "success",
  "data": [
    {
      "id": 1,
      "salary_template_id": 2,
      "template_name": "Senior Level",
      "assigned_date": "2026-01-15",
      "effective_date": "2026-01-15",
      "status": "active",
      "assigned_by_name": "Admin User"
    },
    {
      "id": 2,
      "salary_template_id": 1,
      "template_name": "Junior Level",
      "assigned_date": "2026-01-01",
      "effective_date": "2026-01-01",
      "status": "inactive",
      "assigned_by_name": "Admin User"
    }
  ]
}
```

---

## 🧪 Testing Checklist

### Core Functionality
- [ ] List all assignments
- [ ] Filter by employee
- [ ] Filter by status
- [ ] Search assignments
- [ ] View assignment details
- [ ] Create new assignment
- [ ] Update assignment
- [ ] View assignment history

### Data Management
- [ ] Automatic previous assignment deactivation
- [ ] Employee and template validation
- [ ] Assignment date tracking
- [ ] Effective date handling
- [ ] Status management

### User Experience
- [ ] Real-time salary preview
- [ ] Toast notifications
- [ ] Responsive design on mobile
- [ ] Form validation

---

## 🚀 How to Use

### 1. Access the Module
Navigate to: `http://localhost/steve/employee-salary-assign.php`

Or via Sidebar: **HR Management → 📋 Salary Assignment**

### 2. View All Assignments
The list view shows:
- Employee name and ID
- Current assigned salary template
- Assignment date and status
- Action button to view/edit

### 3. Create New Assignment
1. Click "New Assignment" button
2. Select employee (if creating fresh)
3. Select salary template
4. Set assigned date
5. (Optional) Set effective date if different
6. Set status (Active/Inactive)
7. Review salary preview
8. Click "Save Assignment"
9. Redirects to list view

### 4. View Assignment Details
1. Click "View/Edit" on any assignment
2. See current assignment details
3. View salary breakdown
4. View complete assignment history
5. Can change template or dates
6. Click "Save Assignment" to update

### 5. View Assignment History
- Scroll to "Assignment History" section
- See timeline of all past assignments
- Shows template name, dates, and status

---

## 📊 Technical Details

### Data Model
```
Employee
├── has many tbl_employee_salary_templates
│   ├── belongs to tbl_salary_templates
│   └── tracks assignment dates and status
└── assignment history (previous inactive assignments)
```

### Salary Calculation
- Same calculation as Phase 1: Salary Templates
- Displayed in real-time preview when selecting template
- Includes all earnings and deductions

### Database Relationships
- tbl_employee_salary_templates.employee_id → tbl_employees.id
- tbl_employee_salary_templates.salary_template_id → tbl_salary_templates.id
- tbl_employee_salary_templates.assigned_by → tbl_employees.id (admin who assigned)

---

## 🔒 Security Implemented

✅ **SQL Injection Prevention:** Parameterized queries
✅ **XSS Prevention:** Input sanitization
✅ **Data Validation:** Employee and template verification
✅ **Audit Trail:** Assignment tracking with assigned_by and timestamps
✅ **Status Management:** Safe assignment changes with previous deactivation

---

## 🎓 Architecture Follows

Consistent with Phase 1 (Salary Templates):
- Same CRUD API pattern
- Same form structure and validation
- Same JSON response format
- Same error handling approach
- Uses existing employee and salary template endpoints

---

## 📈 Next Steps

### Phase 3: Shift Management (Week 2-3)
- [ ] Create shift-management.php
- [ ] Create shift assignment APIs
- [ ] Implement shift allowances
- [ ] Employee shift schedule

### Phase 4: Attendance Tracking (Week 3-4)
- [ ] Create attendance marking
- [ ] Create attendance APIs
- [ ] Implement bulk upload
- [ ] Create attendance reports

### Phase 5: Payroll Processing (Week 4)
- [ ] Create payroll generation
- [ ] Create payslip PDF generation
- [ ] Implement payroll approval
- [ ] Create payroll reports

---

## 💡 Code Quality

✅ **Consistent Naming:** Follows database conventions
✅ **Proper Error Handling:** Try-catch blocks, validation
✅ **Input Validation:** Employee and template existence checks
✅ **Code Comments:** Clear and helpful
✅ **Security First:** Parameterized queries and sanitization
✅ **User Experience:** Real-time previews and clear feedback

---

## 📞 Support

For questions or issues:
1. Check HRM_IMPLEMENTATION_GUIDE.md (Phase 2 section)
2. Review HRM_DATABASE_SCHEMA.md (Table 2)
3. Compare with Phase 1 implementation patterns

---

## ✅ FINAL STATUS

**Phase 2 Status:** ✅ **COMPLETE AND READY FOR TESTING**

- [x] Frontend page created
- [x] 5 API endpoints created
- [x] Helper endpoint created
- [x] Sidebar integrated
- [x] Security measures in place
- [x] Documentation complete

**Ready for:**
- ✅ Manual testing
- ✅ Integration testing
- ✅ Phase 3 development

---

**Created By:** Claude Code
**Date:** 2026-02-16
**Version:** 1.0
