feat(crewing): Phase 5b — appraisal (flagged)

Final slice of Phase 5. The appraisal lifecycle raise → verify → approve across three role-gated surfaces, per Crewing-Implementation-Spec §5.4/§8.14. Stacks on 5a verification. Behind NEXT_PUBLIC_CREWING_ENABLED. Completes Phase 5. What's in - Schema: Appraisal (on CrewAssignment) + AppraisalStatus (DRAFT/SUBMITTED/MPO_VERIFIED/MANAGER_APPROVED/REJECTED); CrewActionType += APPRAISAL_SUBMITTED/VERIFIED/APPROVED/REJECTED. Migration crewing_appraisal. - State machine lib/appraisal-state-machine.ts: verify (SUBMITTED→MPO_VERIFIED, MPO/Manager), approve (MPO_VERIFIED→MANAGER_APPROVED, Manager); orthogonal reject. - Actions (crewing/appraisals/actions.ts): raiseAppraisal (raise_appraisal — PM/ site staff), verifyAppraisal (verify_appraisal — MPO), approveAppraisal (approve_appraisal — Manager); reject paths require remarks; notifications APPRAISAL_FOR_VERIFICATION / APPRAISAL_FOR_APPROVAL. - Three surfaces (§8.14): PM raises + tracks status on the crew-profile Appraisals tab; MPO verifies in the Verification queue (Appraisals section); Manager approves in the central /approvals queue (Appraisal kind). Tests & docs - Unit: appraisal-state-machine.test.ts (4). Integration: appraisal.test.ts (4) — raise→verify→approve happy path, MPO reject, permission gating (MPO can't raise, site staff can't verify, MPO can't approve). type-check clean; full unit (245) + integration (205) green (verified with RESEND_API_KEY unset). - CLAUDE.md updated — completes Phase 5 (I + H). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-22 22:09:32 +05:30 · 2026-06-22 22:09:32 +05:30 · c14a22588e
commit c14a22588e
parent 8982118eee
14 changed files with 537 additions and 11 deletions
--- a/App/CLAUDE.md
+++ b/App/CLAUDE.md
@ -192,6 +192,14 @@ A crew-management module built incrementally per the **wiki `Crewing-Implementat
 - **Screen:** `/crewing/verification` — role-aware (MPO sees pending documents with expiry flags; Accounts sees pending bank/EPF), Verify / Reject-with-remarks. **Leave is not here** (it's a Manager approval, R11). Added to nav (MPO + Accounts + SuperUser, §7).
 - **Deferred (per decision):** PPE / next-of-kin verification gates (low-risk; no `verificationStatus` on those models).

+**Phase 5b — Appraisal (Epic H; spec §5.4/§8.14):** completes Phase 5.
+
+- **Model:** `Appraisal` (on `CrewAssignment`) + `AppraisalStatus` (`DRAFT → SUBMITTED → MPO_VERIFIED → MANAGER_APPROVED`; `→ REJECTED`). `ratings` is a small JSON (competence/conduct/safety). `CrewActionType += APPRAISAL_SUBMITTED/VERIFIED/APPROVED/REJECTED`.
+- **State machine** `lib/appraisal-state-machine.ts`: `verify` (SUBMITTED→MPO_VERIFIED, MPO/Manager) and `approve` (MPO_VERIFIED→MANAGER_APPROVED, Manager); orthogonal reject.
+- **Actions** (`crewing/appraisals/actions.ts`): `raiseAppraisal` (`raise_appraisal` — PM/site staff; creates `SUBMITTED`), `verifyAppraisal` (`verify_appraisal` — MPO), `approveAppraisal` (`approve_appraisal` — Manager); reject paths require remarks; notifications `APPRAISAL_FOR_VERIFICATION` / `APPRAISAL_FOR_APPROVAL`.
+- **Three surfaces** (§8.14): the PM raises + sees status on the crew profile **Appraisals** tab; the MPO verifies in the **Verification** queue (Appraisals section); the Manager approves in the central **/approvals** queue (Appraisal kind).
+- This completes **Phase 5** (I + H). Remaining roadmap: **Phase 6** — payroll (Pay-status tab + Approvals "Wage"), dashboards, notifications (J, M).
+
 ### GST Calculation

 `totalAmount = sum(quantity × unitPrice × (1 + gstRate))` for each line item. The `gstRate` is stored as a decimal on `POLineItem` (e.g., `0.18` = 18%). This applies in Server Actions when computing `totalPrice` per line and the PO `totalAmount`.
--- a/App/app/(portal)/approvals/crewing-approvals.tsx
+++ b/App/app/(portal)/approvals/crewing-approvals.tsx
@ -14,8 +14,9 @@ import {
  declineInterviewWaiver,
 } from "../crewing/applications/actions";
 import { decideLeave } from "../crewing/leave/actions";
+import { approveAppraisal } from "../crewing/appraisals/actions";

-export type CrewApprovalKind = "SALARY" | "SELECTION" | "WAIVER" | "LEAVE";
+export type CrewApprovalKind = "SALARY" | "SELECTION" | "WAIVER" | "LEAVE" | "APPRAISAL";

 export type CrewApprovalItem = {
  id: string; // applicationId, or leaveRequestId for LEAVE
@ -27,20 +28,22 @@ export type CrewApprovalItem = {
  link: string;
 };

-const KIND_LABEL: Record<CrewApprovalKind, string> = { SALARY: "Salary", SELECTION: "Selection", WAIVER: "Waiver", LEAVE: "Leave" };
-const KIND_VARIANT = { SALARY: "warning", SELECTION: "default", WAIVER: "secondary", LEAVE: "warning" } as const;
+const KIND_LABEL: Record<CrewApprovalKind, string> = { SALARY: "Salary", SELECTION: "Selection", WAIVER: "Waiver", LEAVE: "Leave", APPRAISAL: "Appraisal" };
+const KIND_VARIANT = { SALARY: "warning", SELECTION: "default", WAIVER: "secondary", LEAVE: "warning", APPRAISAL: "default" } as const;

 const approveFn: Record<CrewApprovalKind, (id: string) => Promise<{ ok: true } | { error: string }>> = {
  SALARY: approveSalary,
  SELECTION: selectCandidate,
  WAIVER: approveInterviewWaiver,
  LEAVE: (id) => decideLeave(id, true),
+  APPRAISAL: (id) => approveAppraisal(id, true),
 };
 const returnFn: Record<CrewApprovalKind, (id: string, reason: string) => Promise<{ ok: true } | { error: string }>> = {
  SALARY: returnSalary,
  SELECTION: returnSelection,
  WAIVER: declineInterviewWaiver,
  LEAVE: (id, reason) => decideLeave(id, false, reason),
+  APPRAISAL: (id, reason) => approveAppraisal(id, false, reason),
 };

 function Row({ item }: { item: CrewApprovalItem }) {
--- a/App/app/(portal)/approvals/page.tsx
+++ b/App/app/(portal)/approvals/page.tsx
@ -59,7 +59,8 @@ export default async function ApprovalsPage({ searchParams }: Props) {
    (hasPermission(role, "approve_salary_structure") ||
      hasPermission(role, "select_candidate") ||
      hasPermission(role, "approve_interview_waiver") ||
-      hasPermission(role, "decide_leave"));
+      hasPermission(role, "decide_leave") ||
+      hasPermission(role, "approve_appraisal"));

  const crewGates = showCrewing
    ? await db.applicationGate.findMany({
@ -113,7 +114,24 @@ export default async function ApprovalsPage({ searchParams }: Props) {
      }))
    : [];

-  const allCrewItems = [...crewItems, ...leaveItems];
+  // MPO-verified appraisals awaiting Manager approval (§8.13/§8.14).
+  const appraisalItems: CrewApprovalItem[] = (showCrewing && hasPermission(role, "approve_appraisal"))
+    ? (await db.appraisal.findMany({
+        where: { status: "MPO_VERIFIED" },
+        orderBy: { createdAt: "asc" },
+        include: { assignment: { include: { crewMember: { select: { name: true } }, rank: { select: { name: true } } } } },
+      })).map((a) => ({
+        id: a.id,
+        kind: "APPRAISAL" as CrewApprovalKind,
+        candidateName: a.assignment.crewMember.name,
+        rank: a.assignment.rank.name,
+        requisitionCode: a.period,
+        detail: "MPO-verified appraisal",
+        link: "/approvals",
+      }))
+    : [];
+
+  const allCrewItems = [...crewItems, ...leaveItems, ...appraisalItems];

  return (
    <div>
--- a/App/app/(portal)/crewing/appraisals/actions.ts
+++ b/App/app/(portal)/crewing/appraisals/actions.ts
@ -0,0 +1,146 @@
+"use server";
+
+import { auth } from "@/auth";
+import { db } from "@/lib/db";
+import { hasPermission, type Permission } from "@/lib/permissions";
+import { CREWING_ENABLED } from "@/lib/feature-flags";
+import { canPerformAction, canReject } from "@/lib/appraisal-state-machine";
+import { getManagerRecipients, getMpoRecipients } from "@/lib/requisition-service";
+import { notifyCrew } from "@/lib/notifier";
+import type { Role } from "@prisma/client";
+import { z } from "zod";
+import { revalidatePath } from "next/cache";
+
+type ActionResult = { ok: true; id?: string } | { error: string };
+
+async function guard(permission: Permission): Promise<{ error: string } | { userId: string; role: Role }> {
+  if (!CREWING_ENABLED) return { error: "Crewing is not enabled" };
+  const session = await auth();
+  if (!session?.user) return { error: "Unauthorized" };
+  if (!hasPermission(session.user.role, permission)) return { error: "Unauthorized" };
+  return { userId: session.user.id, role: session.user.role };
+}
+
+function loadAppraisal(id: string) {
+  return db.appraisal.findUnique({
+    where: { id },
+    include: { assignment: { include: { crewMember: { select: { id: true, name: true } }, rank: { select: { name: true } } } } },
+  });
+}
+
+function revalidate(crewMemberId: string) {
+  revalidatePath(`/crewing/crew/${crewMemberId}`);
+  revalidatePath("/crewing/verification");
+  revalidatePath("/approvals");
+}
+
+// ── Raise an appraisal (PM / site staff) ───────────────────────────────────────
+
+const raiseSchema = z.object({
+  assignmentId: z.string().min(1, "Crew assignment is required"),
+  period: z.string().trim().min(1, "Period is required"),
+  comments: z.string().optional(),
+  competence: z.coerce.number().int().min(1).max(5).optional(),
+  conduct: z.coerce.number().int().min(1).max(5).optional(),
+  safety: z.coerce.number().int().min(1).max(5).optional(),
+});
+
+export async function raiseAppraisal(formData: FormData): Promise<ActionResult> {
+  const g = await guard("raise_appraisal");
+  if ("error" in g) return g;
+
+  const parsed = raiseSchema.safeParse(Object.fromEntries(formData));
+  if (!parsed.success) return { error: parsed.error.errors[0]?.message ?? "Validation failed" };
+  const d = parsed.data;
+
+  const assignment = await db.crewAssignment.findUnique({
+    where: { id: d.assignmentId },
+    include: { crewMember: { select: { id: true, name: true } }, rank: { select: { name: true } } },
+  });
+  if (!assignment) return { error: "Crew assignment not found" };
+
+  const appraisal = await db.appraisal.create({
+    data: {
+      assignmentId: d.assignmentId,
+      period: d.period,
+      comments: d.comments ?? null,
+      ratings: { competence: d.competence ?? null, conduct: d.conduct ?? null, safety: d.safety ?? null },
+      status: "SUBMITTED",
+      addedById: g.userId,
+    },
+  });
+  await db.crewAction.create({ data: { actionType: "APPRAISAL_SUBMITTED", actorId: g.userId, crewMemberId: assignment.crewMember.id } });
+
+  const mpos = await getMpoRecipients();
+  await notifyCrew({
+    event: "APPRAISAL_FOR_VERIFICATION",
+    recipients: mpos,
+    subject: `Appraisal to verify — ${assignment.crewMember.name}`,
+    body: `An appraisal for ${assignment.crewMember.name} (${assignment.rank.name}, ${d.period}) awaits MPO verification.`,
+    link: "/crewing/verification",
+  });
+
+  revalidate(assignment.crewMember.id);
+  return { ok: true, id: appraisal.id };
+}
+
+// ── Verify (MPO) ───────────────────────────────────────────────────────────────
+
+export async function verifyAppraisal(id: string, approve: boolean, remarks?: string): Promise<ActionResult> {
+  const g = await guard("verify_appraisal");
+  if ("error" in g) return g;
+
+  const a = await loadAppraisal(id);
+  if (!a) return { error: "Appraisal not found" };
+
+  if (!approve) {
+    if (!canReject(a.status)) return { error: `Cannot reject from ${a.status}` };
+    if (!remarks?.trim()) return { error: "A reason is required to reject" };
+    await db.appraisal.update({ where: { id }, data: { status: "REJECTED", rejectedReason: remarks.trim() } });
+    await db.crewAction.create({ data: { actionType: "APPRAISAL_REJECTED", actorId: g.userId, crewMemberId: a.assignment.crewMember.id, note: remarks.trim() } });
+    revalidate(a.assignment.crewMember.id);
+    return { ok: true };
+  }
+
+  if (!canPerformAction(a.status, "verify", g.role)) return { error: `Cannot verify from ${a.status}` };
+  await db.appraisal.update({ where: { id }, data: { status: "MPO_VERIFIED", verifiedById: g.userId } });
+  await db.crewAction.create({ data: { actionType: "APPRAISAL_VERIFIED", actorId: g.userId, crewMemberId: a.assignment.crewMember.id } });
+
+  const managers = await getManagerRecipients();
+  await notifyCrew({
+    event: "APPRAISAL_FOR_APPROVAL",
+    recipients: managers,
+    subject: `Appraisal for approval — ${a.assignment.crewMember.name}`,
+    body: `${a.assignment.crewMember.name}'s appraisal (${a.assignment.rank.name}, ${a.period}) has been MPO-verified and awaits your approval.`,
+    link: "/approvals",
+  });
+
+  revalidate(a.assignment.crewMember.id);
+  return { ok: true };
+}
+
+// ── Approve (Manager) ──────────────────────────────────────────────────────────
+
+export async function approveAppraisal(id: string, approve: boolean, remarks?: string): Promise<ActionResult> {
+  const g = await guard("approve_appraisal");
+  if ("error" in g) return g;
+
+  const a = await loadAppraisal(id);
+  if (!a) return { error: "Appraisal not found" };
+
+  if (!approve) {
+    if (!canReject(a.status)) return { error: `Cannot return from ${a.status}` };
+    if (!remarks?.trim()) return { error: "A reason is required to return" };
+    await db.appraisal.update({ where: { id }, data: { status: "REJECTED", rejectedReason: remarks.trim() } });
+    await db.crewAction.create({ data: { actionType: "APPRAISAL_REJECTED", actorId: g.userId, crewMemberId: a.assignment.crewMember.id, note: remarks.trim() } });
+    revalidate(a.assignment.crewMember.id);
+    return { ok: true };
+  }
+
+  if (!canPerformAction(a.status, "approve", g.role)) return { error: `Cannot approve from ${a.status}` };
+  await db.appraisal.update({ where: { id }, data: { status: "MANAGER_APPROVED", approvedById: g.userId } });
+  await db.crewAction.create({ data: { actionType: "APPRAISAL_APPROVED", actorId: g.userId, crewMemberId: a.assignment.crewMember.id } });
+
+  revalidate(a.assignment.crewMember.id);
+  return { ok: true };
+}
--- a/App/app/(portal)/crewing/crew/[id]/crew-profile.tsx
+++ b/App/app/(portal)/crewing/crew/[id]/crew-profile.tsx
@ -4,7 +4,7 @@ import { useState } from "react";
 import Link from "next/link";
 import { useRouter } from "next/navigation";
 import { ArrowLeft } from "lucide-react";
-import type { AssignmentStatus, GateResult, PpeItem, SeafarerDocType, SalaryRateBasis } from "@prisma/client";
+import type { AssignmentStatus, GateResult, PpeItem, SeafarerDocType, SalaryRateBasis, AppraisalStatus } from "@prisma/client";
 import { Badge } from "@/components/ui/badge";
 import { AdminDialog } from "@/components/ui/admin-dialog";
 import { cn } from "@/lib/utils";
@ -12,6 +12,7 @@ import {
  uploadDocument, deleteDocument, saveBankEpf,
  addNextOfKin, deleteNextOfKin, issuePpe, returnPpe, addExperience, signOffCrew,
 } from "../actions";
+import { raiseAppraisal } from "../../appraisals/actions";

 const INPUT = "w-full rounded-lg border border-neutral-300 px-3 py-2 text-sm focus:border-primary-500 focus:outline-none focus:ring-2 focus:ring-primary-500/20";
 const BTN = "rounded-lg bg-primary-600 px-3 py-2 text-sm font-semibold text-white hover:bg-primary-700 disabled:opacity-60";
@ -39,11 +40,19 @@ type Props = {
  ranks: { id: string; name: string }[];
  perms: { editRecords: boolean; issuePpe: boolean };
  signOff: { assignmentId: string | null; canSignOff: boolean };
+  appraisals: Appr[];
+  appraisalCtx: { assignmentId: string | null; canRaise: boolean };
 };

-const TABS = ["Documents", "Bank & EPF", "Next of kin", "PPE", "Experience", "Pay status"] as const;
+type Appr = { id: string; period: string; status: AppraisalStatus; comments: string | null; ratings: { competence: number | null; conduct: number | null; safety: number | null } | null };
+
+const TABS = ["Documents", "Bank & EPF", "Next of kin", "PPE", "Experience", "Pay status", "Appraisals"] as const;
 type Tab = (typeof TABS)[number];

+const APPRAISAL_VARIANT: Record<AppraisalStatus, "outline" | "warning" | "default" | "success" | "danger"> = {
+  DRAFT: "outline", SUBMITTED: "warning", MPO_VERIFIED: "default", MANAGER_APPROVED: "success", REJECTED: "danger",
+};
+
 export function CrewProfile(p: Props) {
  const [tab, setTab] = useState<Tab>("Documents");
  const router = useRouter();
@ -79,10 +88,54 @@ export function CrewProfile(p: Props) {
      {tab === "PPE" && <PpeTab crewId={p.crew.id} rows={p.ppe} canIssue={p.perms.issuePpe} onDone={refresh} />}
      {tab === "Experience" && <ExperienceTab crewId={p.crew.id} rows={p.experience} ranks={p.ranks} canEdit={p.perms.editRecords} onDone={refresh} />}
      {tab === "Pay status" && <PayStatus paystatus={p.paystatus} />}
+      {tab === "Appraisals" && <Appraisals rows={p.appraisals} ctx={p.appraisalCtx} onDone={refresh} />}
    </div>
  );
 }

+function Appraisals({ rows, ctx, onDone }: { rows: Appr[]; ctx: { assignmentId: string | null; canRaise: boolean }; onDone: () => void }) {
+  const { pending, error, run } = useRun(onDone);
+  const [f, setF] = useState({ period: "", competence: "3", conduct: "3", safety: "3", comments: "" });
+
+  function submit(e: React.FormEvent) {
+    e.preventDefault();
+    if (!ctx.assignmentId) return;
+    const fd = new FormData();
+    fd.set("assignmentId", ctx.assignmentId);
+    Object.entries(f).forEach(([k, v]) => v && fd.set(k, v));
+    run(() => raiseAppraisal(fd), () => setF({ period: "", competence: "3", conduct: "3", safety: "3", comments: "" }));
+  }
+
+  return (
+    <Section>
+      {rows.length === 0 ? <p className="text-sm text-neutral-400">No appraisals.</p> : rows.map((a) => (
+        <div key={a.id} className="flex items-start justify-between border-b border-neutral-50 last:border-0 py-2">
+          <div>
+            <p className="text-sm text-neutral-900">{a.period} <Badge variant={APPRAISAL_VARIANT[a.status]}>{a.status.replace(/_/g, " ").toLowerCase()}</Badge></p>
+            <p className="text-xs text-neutral-500">
+              {a.ratings ? `Competence ${a.ratings.competence ?? "—"} · Conduct ${a.ratings.conduct ?? "—"} · Safety ${a.ratings.safety ?? "—"}` : "—"}
+              {a.comments ? ` · ${a.comments}` : ""}
+            </p>
+          </div>
+        </div>
+      ))}
+      {ctx.canRaise && ctx.assignmentId && (
+        <form onSubmit={submit} className="border-t border-neutral-100 pt-3 grid grid-cols-2 gap-2">
+          <input className={INPUT} placeholder="Period (e.g. 2026 or 2026-Q2)" value={f.period} onChange={(e) => setF({ ...f, period: e.target.value })} required />
+          <input className={INPUT} placeholder="Comments" value={f.comments} onChange={(e) => setF({ ...f, comments: e.target.value })} />
+          {(["competence", "conduct", "safety"] as const).map((k) => (
+            <label key={k} className="text-xs text-neutral-500 capitalize">{k}
+              <select className={INPUT} value={f[k]} onChange={(e) => setF({ ...f, [k]: e.target.value })}>{[1, 2, 3, 4, 5].map((n) => <option key={n} value={n}>{n}</option>)}</select>
+            </label>
+          ))}
+          <div className="col-span-2"><Err msg={error} /><button className={BTN} disabled={pending || !f.period}>{pending ? "Submitting…" : "Submit appraisal"}</button></div>
+        </form>
+      )}
+      {!ctx.canRaise && <p className="text-xs text-neutral-400 border-t border-neutral-100 pt-3">Appraisals are raised by the PM and verified by the MPO, then approved by the Manager.</p>}
+    </Section>
+  );
+}
+
 function Section({ children }: { children: React.ReactNode }) {
  return <div className="rounded-lg border border-neutral-200 bg-white p-4 space-y-3">{children}</div>;
 }
--- a/App/app/(portal)/crewing/crew/[id]/page.tsx
+++ b/App/app/(portal)/crewing/crew/[id]/page.tsx
@ -49,6 +49,12 @@ export default async function CrewProfilePage({ params }: { params: Promise<{ id

  const ranks = await db.rank.findMany({ where: { isActive: true }, orderBy: { name: "asc" }, select: { id: true, name: true } });

+  const appraisals = await db.appraisal.findMany({
+    where: { assignment: { crewMemberId: c.id } },
+    orderBy: { createdAt: "desc" },
+    select: { id: true, period: true, status: true, comments: true, ratings: true },
+  });
+
  return (
    <CrewProfile
      crew={{
@ -94,6 +100,14 @@ export default async function CrewProfilePage({ params }: { params: Promise<{ id
        issuePpe: hasPermission(role, "issue_ppe"),
      }}
      signOff={{ assignmentId: assignment?.id ?? null, canSignOff: hasPermission(role, "sign_off_crew") && Boolean(assignment) }}
+      appraisals={appraisals.map((a) => ({
+        id: a.id,
+        period: a.period,
+        status: a.status,
+        comments: a.comments,
+        ratings: (a.ratings ?? null) as { competence: number | null; conduct: number | null; safety: number | null } | null,
+      }))}
+      appraisalCtx={{ assignmentId: assignment?.id ?? null, canRaise: hasPermission(role, "raise_appraisal") && Boolean(assignment) }}
    />
  );
 }
--- a/App/app/(portal)/crewing/verification/page.tsx
+++ b/App/app/(portal)/crewing/verification/page.tsx
@ -16,9 +16,10 @@ export default async function VerificationPage() {
  const role = session.user.role;
  const canDocs = hasPermission(role, "verify_site_records");
  const canBankEpf = hasPermission(role, "verify_bank_epf");
-  if (!canDocs && !canBankEpf) redirect("/dashboard");
+  const canAppraisals = hasPermission(role, "verify_appraisal");
+  if (!canDocs && !canBankEpf && !canAppraisals) redirect("/dashboard");

-  const [docs, bank, epf] = await Promise.all([
+  const [docs, bank, epf, appraisals] = await Promise.all([
    canDocs
      ? db.seafarerDocument.findMany({
          where: { verificationStatus: "PENDING" },
@ -39,6 +40,13 @@ export default async function VerificationPage() {
    canBankEpf
      ? db.epfDetail.findMany({ where: { verificationStatus: "PENDING" }, orderBy: { createdAt: "asc" }, include: { crewMember: { select: { name: true } } } })
      : [],
+    canAppraisals
+      ? db.appraisal.findMany({
+          where: { status: "SUBMITTED" },
+          orderBy: { createdAt: "asc" },
+          include: { assignment: { include: { crewMember: { select: { name: true } }, rank: { select: { name: true } } } } },
+        })
+      : [],
  ]);

  return (
@ -57,8 +65,10 @@ export default async function VerificationPage() {
      })}
      bank={bank.map((b) => ({ crewMemberId: b.crewMemberId, crewName: b.crewMember.name, accountName: b.accountName, accountNumber: b.accountNumber, ifsc: b.ifsc, bankName: b.bankName }))}
      epf={epf.map((e) => ({ crewMemberId: e.crewMemberId, crewName: e.crewMember.name, uan: e.uan, aadhaarLast4: e.aadhaarLast4, pfNumber: e.pfNumber }))}
+      appraisals={appraisals.map((a) => ({ id: a.id, crewName: a.assignment.crewMember.name, rank: a.assignment.rank.name, period: a.period, comments: a.comments }))}
      canDocs={canDocs}
      canBankEpf={canBankEpf}
+      canAppraisals={canAppraisals}
    />
  );
 }
--- a/App/app/(portal)/crewing/verification/verification-manager.tsx
+++ b/App/app/(portal)/crewing/verification/verification-manager.tsx
@ -5,6 +5,7 @@ import { useRouter } from "next/navigation";
 import type { SeafarerDocType } from "@prisma/client";
 import { AdminDialog } from "@/components/ui/admin-dialog";
 import { verifyDocument, verifyBankEpf } from "./actions";
+import { verifyAppraisal } from "../appraisals/actions";

 const label = (s: string) => s.replace(/_/g, " ").toLowerCase().replace(/\b\w/g, (m) => m.toUpperCase());
 const fmt = (iso: string | null) => (iso ? new Date(iso).toLocaleDateString() : "—");
@ -13,6 +14,7 @@ const isExpired = (iso: string | null) => Boolean(iso && new Date(iso) < new Dat
 type Doc = { id: string; crewName: string; location: string; docType: SeafarerDocType; number: string | null; expiryDate: string | null; submitted: string };
 type Bank = { crewMemberId: string; crewName: string; accountName: string | null; accountNumber: string | null; ifsc: string | null; bankName: string | null };
 type Epf = { crewMemberId: string; crewName: string; uan: string | null; aadhaarLast4: string | null; pfNumber: string | null };
+type Appr = { id: string; crewName: string; rank: string; period: string; comments: string | null };

 function Actions({ onVerify, onReject }: { onVerify: () => Promise<{ ok: true } | { error: string }>; onReject: (reason: string) => Promise<{ ok: true } | { error: string }> }) {
  const router = useRouter();
@ -69,7 +71,7 @@ function Card({ title, sub, empty, children }: { title: string; sub: string; emp
  );
 }

-export function VerificationManager({ docs, bank, epf, canDocs, canBankEpf }: { docs: Doc[]; bank: Bank[]; epf: Epf[]; canDocs: boolean; canBankEpf: boolean }) {
+export function VerificationManager({ docs, bank, epf, appraisals, canDocs, canBankEpf, canAppraisals }: { docs: Doc[]; bank: Bank[]; epf: Epf[]; appraisals: Appr[]; canDocs: boolean; canBankEpf: boolean; canAppraisals: boolean }) {
  return (
    <div className="max-w-4xl">
      <div className="mb-6">
@ -134,6 +136,25 @@ export function VerificationManager({ docs, bank, epf, canDocs, canBankEpf }: {
          </tbody>
        </Card>
      )}
+
+      {canAppraisals && (
+        <Card title="Appraisals" sub="Verify or reject submitted appraisals (MPO)." empty={appraisals.length === 0}>
+          <thead><tr className="border-b border-neutral-200 bg-neutral-50 text-left text-xs font-semibold text-neutral-500 uppercase tracking-wide">
+            <th className="px-4 py-3">Crew</th><th className="px-4 py-3">Rank</th><th className="px-4 py-3">Period</th><th className="px-4 py-3">Comments</th><th className="px-4 py-3 w-32"></th>
+          </tr></thead>
+          <tbody>
+            {appraisals.map((a) => (
+              <tr key={a.id} className="border-b border-neutral-100 last:border-0 hover:bg-neutral-50">
+                <td className="px-4 py-3 font-medium text-neutral-900">{a.crewName}</td>
+                <td className="px-4 py-3 text-neutral-600">{a.rank}</td>
+                <td className="px-4 py-3 text-neutral-700">{a.period}</td>
+                <td className="px-4 py-3 text-neutral-500 max-w-xs truncate">{a.comments ?? "—"}</td>
+                <td className="px-4 py-3"><Actions onVerify={() => verifyAppraisal(a.id, true)} onReject={(r) => verifyAppraisal(a.id, false, r)} /></td>
+              </tr>
+            ))}
+          </tbody>
+        </Card>
+      )}
    </div>
  );
 }
--- a/App/lib/appraisal-state-machine.ts
+++ b/App/lib/appraisal-state-machine.ts
@ -0,0 +1,40 @@
+import type { AppraisalStatus, Role } from "@prisma/client";
+
+// Appraisal lifecycle (Crewing-Implementation-Spec §5.4) — mirrors the other
+// crewing state machines. A PM raises the appraisal directly into SUBMITTED; this
+// machine governs the two review advances. Rejection is orthogonal (handled in
+// the actions: an MPO or Manager declines → REJECTED with remarks).
+
+export type AppraisalAction = "verify" | "approve";
+
+interface Transition {
+  to: AppraisalStatus;
+  allowedRoles: Role[];
+}
+
+const VERIFY_ROLES: Role[] = ["MANNING", "MANAGER", "SUPERUSER"]; // verify_appraisal
+const APPROVE_ROLES: Role[] = ["MANAGER", "SUPERUSER"]; // approve_appraisal
+
+const TRANSITIONS: Partial<Record<AppraisalStatus, Partial<Record<AppraisalAction, Transition>>>> = {
+  SUBMITTED: {
+    verify: { to: "MPO_VERIFIED", allowedRoles: VERIFY_ROLES },
+  },
+  MPO_VERIFIED: {
+    approve: { to: "MANAGER_APPROVED", allowedRoles: APPROVE_ROLES },
+  },
+};
+
+export function getTransition(from: AppraisalStatus, action: AppraisalAction): Transition | null {
+  return TRANSITIONS[from]?.[action] ?? null;
+}
+
+export function canPerformAction(from: AppraisalStatus, action: AppraisalAction, role: Role): boolean {
+  return getTransition(from, action)?.allowedRoles.includes(role) ?? false;
+}
+
+// A review may be declined while the appraisal is still in flight.
+const REJECTABLE_FROM: AppraisalStatus[] = ["SUBMITTED", "MPO_VERIFIED"];
+
+export function canReject(from: AppraisalStatus): boolean {
+  return REJECTABLE_FROM.includes(from);
+}
--- a/App/lib/notifier.ts
+++ b/App/lib/notifier.ts
@ -36,7 +36,9 @@ export type CrewNotificationEvent =
  | "SALARY_FOR_APPROVAL"
  | "SELECTION_FOR_APPROVAL"
  | "WAIVER_REQUESTED"
-  | "LEAVE_FOR_APPROVAL";
+  | "LEAVE_FOR_APPROVAL"
+  | "APPRAISAL_FOR_VERIFICATION"
+  | "APPRAISAL_FOR_APPROVAL";

 interface NotifyParams {
  event: NotificationEvent;
@ -438,6 +440,8 @@ const CREW_ACTION_LABEL: Record<CrewNotificationEvent, string> = {
  SELECTION_FOR_APPROVAL: "Review Selection",
  WAIVER_REQUESTED: "Review Waiver",
  LEAVE_FOR_APPROVAL: "Review Leave",
+  APPRAISAL_FOR_VERIFICATION: "Verify Appraisal",
+  APPRAISAL_FOR_APPROVAL: "Review Appraisal",
 };

 export async function notifyCrew({ event, recipients, subject, body, link }: CrewNotifyParams) {
--- a/App/prisma/migrations/20260622163217_crewing_appraisal/migration.sql
+++ b/App/prisma/migrations/20260622163217_crewing_appraisal/migration.sql
@ -0,0 +1,36 @@
+-- CreateEnum
+CREATE TYPE "AppraisalStatus" AS ENUM ('DRAFT', 'SUBMITTED', 'MPO_VERIFIED', 'MANAGER_APPROVED', 'REJECTED');
+
+-- AlterEnum
+-- This migration adds more than one value to an enum.
+-- With PostgreSQL versions 11 and earlier, this is not possible
+-- in a single migration. This can be worked around by creating
+-- multiple migrations, each migration adding only one value to
+-- the enum.
+
+
+ALTER TYPE "CrewActionType" ADD VALUE 'APPRAISAL_SUBMITTED';
+ALTER TYPE "CrewActionType" ADD VALUE 'APPRAISAL_VERIFIED';
+ALTER TYPE "CrewActionType" ADD VALUE 'APPRAISAL_APPROVED';
+ALTER TYPE "CrewActionType" ADD VALUE 'APPRAISAL_REJECTED';
+
+-- CreateTable
+CREATE TABLE "Appraisal" (
+    "id" TEXT NOT NULL,
+    "assignmentId" TEXT NOT NULL,
+    "period" TEXT NOT NULL,
+    "ratings" JSONB,
+    "comments" TEXT,
+    "status" "AppraisalStatus" NOT NULL DEFAULT 'SUBMITTED',
+    "rejectedReason" TEXT,
+    "addedById" TEXT NOT NULL,
+    "verifiedById" TEXT,
+    "approvedById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "Appraisal_pkey" PRIMARY KEY ("id")
+);
+
+-- AddForeignKey
+ALTER TABLE "Appraisal" ADD CONSTRAINT "Appraisal_assignmentId_fkey" FOREIGN KEY ("assignmentId") REFERENCES "CrewAssignment"("id") ON DELETE CASCADE ON UPDATE CASCADE;
--- a/App/prisma/schema.prisma
+++ b/App/prisma/schema.prisma
@ -157,6 +157,22 @@ enum CrewActionType {
  CREW_SIGNED_OFF
  RECORD_VERIFIED
  RECORD_REJECTED
+  APPRAISAL_SUBMITTED
+  APPRAISAL_VERIFIED
+  APPRAISAL_APPROVED
+  APPRAISAL_REJECTED
+}
+
+// ─── Crewing appraisal (Phase 5b, Epic H) ───────────────────────────────────
+// Appraisal lifecycle (Crewing-Implementation-Spec §5.4/§8.14): a PM raises
+// (→ SUBMITTED), the MPO verifies (→ MPO_VERIFIED), the Manager approves
+// (→ MANAGER_APPROVED); → REJECTED with remarks from either review.
+enum AppraisalStatus {
+  DRAFT
+  SUBMITTED
+  MPO_VERIFIED
+  MANAGER_APPROVED
+  REJECTED
 }

 // ─── Crewing leave & attendance (Phase 4b, Epic G) ──────────────────────────
@ -919,6 +935,25 @@ model CrewAssignment {
  contractLetter   ContractLetter?
  leaveRequests    LeaveRequest[]
  attendance       Attendance[]
+  appraisals       Appraisal[]
+}
+
+// A periodic appraisal on a tour of duty (Phase 5b). Actor ids are denormalised
+// strings — the audited actor lives on the CrewAction.
+model Appraisal {
+  id             String          @id @default(cuid())
+  assignmentId   String
+  assignment     CrewAssignment  @relation(fields: [assignmentId], references: [id], onDelete: Cascade)
+  period         String // e.g. "2026" or "2026-Q2"
+  ratings        Json?
+  comments       String?
+  status         AppraisalStatus @default(SUBMITTED)
+  rejectedReason String?
+  addedById      String
+  verifiedById   String?
+  approvedById   String?
+  createdAt      DateTime        @default(now())
+  updatedAt      DateTime        @updatedAt
 }

 // Leave applied by the Site In-charge on a crew member's assignment, decided by
--- a/App/tests/integration/appraisal.test.ts
+++ b/App/tests/integration/appraisal.test.ts
@ -0,0 +1,108 @@
+/**
+ * Integration tests for Crewing Phase 5b appraisal: the
+ * raise (PM) → verify (MPO) → approve (Manager) lifecycle, with rejection paths
+ * and role gating per §5.4/§6.
+ */
+import { vi, describe, it, expect, beforeAll, afterAll, afterEach } from "vitest";
+
+vi.mock("@/auth", () => ({ auth: vi.fn() }));
+vi.mock("next/cache", () => ({ revalidatePath: vi.fn() }));
+vi.mock("@/lib/feature-flags", () => ({ CREWING_ENABLED: true, INVENTORY_ENABLED: true }));
+vi.mock("@/lib/notifier", () => ({ notify: vi.fn(), notifyCrew: vi.fn() }));
+
+import { auth } from "@/auth";
+import { db } from "@/lib/db";
+import { raiseAppraisal, verifyAppraisal, approveAppraisal } from "@/app/(portal)/crewing/appraisals/actions";
+import { makeSession, getSeedUser, fd } from "./helpers";
+import type { Role } from "@prisma/client";
+
+let managerId: string;
+let manningId: string;
+let siteStaffId: string;
+let rankId: string;
+let vesselId: string;
+
+const SS_EMAIL = "sitestaff@itapp2.local";
+const as = (userId: string, role: Role) =>
+  vi.mocked(auth as unknown as () => Promise<unknown>).mockResolvedValue(makeSession(userId, role));
+
+async function assignment() {
+  const c = await db.crewMember.create({ data: { name: "Appraisee", status: "EMPLOYEE", type: "NEW", source: "CAREERS" } });
+  const a = await db.crewAssignment.create({ data: { status: "ACTIVE", signOnDate: new Date("2026-01-01"), crewMemberId: c.id, rankId, vesselId } });
+  return { crewId: c.id, assignmentId: a.id };
+}
+
+async function raise(assignmentId: string) {
+  as(siteStaffId, "SITE_STAFF"); // PM / site staff raise (raise_appraisal)
+  const res = await raiseAppraisal(fd({ assignmentId, period: "2026", competence: "4", conduct: "5", safety: "4", comments: "Solid" }));
+  if (!("ok" in res)) throw new Error("raise failed");
+  return res.id!;
+}
+
+beforeAll(async () => {
+  managerId = (await getSeedUser("manager@pelagia.local")).id;
+  manningId = (await getSeedUser("manning@pelagia.local")).id;
+  const ss = await db.user.upsert({ where: { email: SS_EMAIL }, update: { role: "SITE_STAFF", isActive: true }, create: { employeeId: "ITAPP2-SS", email: SS_EMAIL, name: "SS App2", role: "SITE_STAFF" } });
+  siteStaffId = ss.id;
+  rankId = (await db.rank.findFirstOrThrow()).id;
+  vesselId = (await db.vessel.findFirstOrThrow()).id;
+});
+
+afterEach(async () => {
+  await db.crewAction.deleteMany({});
+  await db.appraisal.deleteMany({});
+  await db.crewAssignment.deleteMany({});
+  await db.crewMember.deleteMany({});
+  vi.clearAllMocks();
+});
+
+afterAll(async () => {
+  await db.user.deleteMany({ where: { email: SS_EMAIL } });
+});
+
+describe("appraisal lifecycle", () => {
+  it("raise → verify (MPO) → approve (Manager)", async () => {
+    const { assignmentId } = await assignment();
+    const id = await raise(assignmentId);
+    expect((await db.appraisal.findUniqueOrThrow({ where: { id } })).status).toBe("SUBMITTED");
+
+    as(manningId, "MANNING");
+    expect("ok" in (await verifyAppraisal(id, true))).toBe(true);
+    const verified = await db.appraisal.findUniqueOrThrow({ where: { id } });
+    expect(verified.status).toBe("MPO_VERIFIED");
+    expect(verified.verifiedById).toBe(manningId);
+
+    // MPO cannot approve
+    expect(await approveAppraisal(id, true)).not.toHaveProperty("ok");
+
+    as(managerId, "MANAGER");
+    expect("ok" in (await approveAppraisal(id, true))).toBe(true);
+    const approved = await db.appraisal.findUniqueOrThrow({ where: { id } });
+    expect(approved.status).toBe("MANAGER_APPROVED");
+    expect(approved.approvedById).toBe(managerId);
+  });
+
+  it("MPO rejects with remarks", async () => {
+    const { assignmentId } = await assignment();
+    const id = await raise(assignmentId);
+    as(manningId, "MANNING");
+    expect("error" in (await verifyAppraisal(id, false))).toBe(true); // remarks required
+    expect("ok" in (await verifyAppraisal(id, false, "Incomplete"))).toBe(true);
+    const a = await db.appraisal.findUniqueOrThrow({ where: { id } });
+    expect(a.status).toBe("REJECTED");
+    expect(a.rejectedReason).toBe("Incomplete");
+  });
+
+  it("raise is rejected for a role without raise_appraisal (MPO)", async () => {
+    const { assignmentId } = await assignment();
+    as(manningId, "MANNING"); // MPO does not hold raise_appraisal
+    expect(await raiseAppraisal(fd({ assignmentId, period: "2026" }))).toEqual({ error: "Unauthorized" });
+  });
+
+  it("verify is rejected for a role without verify_appraisal (site staff)", async () => {
+    const { assignmentId } = await assignment();
+    const id = await raise(assignmentId);
+    as(siteStaffId, "SITE_STAFF");
+    expect(await verifyAppraisal(id, true)).toEqual({ error: "Unauthorized" });
+  });
+});
--- a/App/tests/unit/appraisal-state-machine.test.ts
+++ b/App/tests/unit/appraisal-state-machine.test.ts
@ -0,0 +1,30 @@
+import { describe, it, expect } from "vitest";
+import { getTransition, canPerformAction, canReject } from "@/lib/appraisal-state-machine";
+
+// Appraisal lifecycle (Crewing-Implementation-Spec §5.4).
+describe("Appraisal state machine", () => {
+  it("MPO verifies a SUBMITTED appraisal", () => {
+    expect(getTransition("SUBMITTED", "verify")?.to).toBe("MPO_VERIFIED");
+    expect(canPerformAction("SUBMITTED", "verify", "MANNING")).toBe(true);
+    expect(canPerformAction("SUBMITTED", "verify", "MANAGER")).toBe(true);
+    expect(canPerformAction("SUBMITTED", "verify", "SITE_STAFF")).toBe(false);
+  });
+
+  it("Manager approves an MPO_VERIFIED appraisal (not the MPO)", () => {
+    expect(getTransition("MPO_VERIFIED", "approve")?.to).toBe("MANAGER_APPROVED");
+    expect(canPerformAction("MPO_VERIFIED", "approve", "MANAGER")).toBe(true);
+    expect(canPerformAction("MPO_VERIFIED", "approve", "MANNING")).toBe(false);
+  });
+
+  it("rejects out-of-order actions", () => {
+    expect(getTransition("SUBMITTED", "approve")).toBeNull();
+    expect(getTransition("MANAGER_APPROVED", "verify")).toBeNull();
+  });
+
+  it("is rejectable only while in review", () => {
+    expect(canReject("SUBMITTED")).toBe(true);
+    expect(canReject("MPO_VERIFIED")).toBe(true);
+    expect(canReject("MANAGER_APPROVED")).toBe(false);
+    expect(canReject("REJECTED")).toBe(false);
+  });
+});