hr_lite 0.12.0 → 0.13.0

checksums.yaml

@@ -1,7 +1,7 @@
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data/CHANGELOG.md

@@ -7,6 +7,39 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [0.13.0] - 2026-08-18
+
+The screens. No migration.
+
+### Added
+
+- **Employee self-service for everything built since 0.11.0**: claim an
+  expense (with what is left of each cap shown before you type an amount),
+  see what you are covered for, read and acknowledge a policy, ask HR a
+  question and read the answer.
+- **A reports hub** — headcount, joiners and leavers, leave balances,
+  attendance and expenses — each with a CSV download, and each **scoped by
+  the same permission that guards the screen its data comes from**. A report
+  is not a side door into rows somebody cannot otherwise reach: a manager's
+  headcount is their own team. The hub lists only the reports the reader can
+  actually open, since a list of links that turn you away is worse than a
+  short list.
+- CSV downloads are audited, the same way the payout register is.
+
+### Fixed
+
+- **The reports hub locked Finance out of the expense report.** It inherited
+  the operations gate, and Finance approves expenses but runs none of the
+  operations screens. Found by writing the spec for it.
+
+### Changed
+
+- `.hrl-prose` for long-form policy text, capped at 68 characters a line — a
+  policy read across the full width of a laptop is a policy nobody finishes.
+- The demo sandbox seeds an expense claim, a benefit enrolment, a policy
+  awaiting acknowledgement and an open HR request, so the new screens have
+  something on them at first boot.
+
 ## [0.12.0] - 2026-08-18
 
 The four things an employee had to leave the system to do. **Adds one
@@ -729,7 +762,8 @@ Initial release.
   bus with per-event channel matrix (bell, email, leadership email/bell),
   daily leadership digest and an append-only audit trail.
 
-[Unreleased]: https://github.com/kshtzkr/hr_lite/compare/v0.12.0...HEAD
+[Unreleased]: https://github.com/kshtzkr/hr_lite/compare/v0.13.0...HEAD
+[0.13.0]: https://github.com/kshtzkr/hr_lite/compare/v0.12.0...v0.13.0
 [0.12.0]: https://github.com/kshtzkr/hr_lite/compare/v0.11.0...v0.12.0
 [0.11.0]: https://github.com/kshtzkr/hr_lite/compare/v0.10.0...v0.11.0
 [0.10.0]: https://github.com/kshtzkr/hr_lite/compare/v0.9.0...v0.10.0

data/app/assets/stylesheets/hr_lite/hr_lite.css

@@ -318,3 +318,9 @@
 .hrl-mt { margin-top: .85rem; }
 .hrl-right { margin-left: auto; }
 .hrl-row { display: flex; align-items: center; gap: .6rem; flex-wrap: wrap; }
+
+/* Long-form policy text. Constrained measure — a policy read across the
+   full width of a laptop is a policy nobody finishes. */
+.hrl-prose { max-width: 68ch; }
+.hrl-prose p { margin: 0 0 .8rem; line-height: 1.6; }
+.hrl-prose p:last-child { margin-bottom: 0; }

data/app/controllers/hr_lite/admin/reports_controller.rb

@@ -0,0 +1,151 @@
+module HrLite
+  module Admin
+    # The numbers somebody asks for at the end of a month, and the CSV they
+    # ask for straight afterwards.
+    #
+    # Every report is scoped by the SAME permission that guards the screens
+    # its data comes from — a report is not a side door into rows somebody
+    # cannot otherwise reach.
+    class ReportsController < BaseController
+      # Finance can approve expenses but runs none of the operations screens,
+      # so the operations gate would have shut them out of their own expense
+      # report. The hub is reachable by anybody who can see AT LEAST ONE
+      # report; each report then checks its own permission.
+      skip_before_action :require_operations_access!
+      before_action :require_any_report!
+
+      REPORTS = {
+        "headcount" => "Headcount by department",
+        "joiners_and_leavers" => "Joiners and leavers",
+        "leave_balances" => "Leave balances",
+        "attendance" => "Attendance summary",
+        "expenses" => "Expense claims"
+      }.freeze
+
+      def index
+        # Only the reports this person could actually open — a list of links
+        # that turn you away is worse than a shorter list.
+        @reports = REPORTS.select { |name, _| permitted?(name) }
+        @month = parse_month_param(params[:month])
+      end
+
+      def show
+        @month = parse_month_param(params[:month])
+        @name = params[:id]
+        return hr_access_denied unless REPORTS.key?(@name)
+        return hr_access_denied unless permitted?(@name)
+
+        @rows = rows_for(@name)
+        respond_to do |format|
+          format.html
+          format.csv do
+            AuditLog.record!(action: "report.exported", subject: hr_current_user,
+                             actor: hr_current_user,
+                             changes: { "report" => @name, "rows" => @rows.size,
+                                        "month" => @month.strftime("%Y-%m") })
+            send_data to_csv(@rows), filename: "#{@name}-#{@month.strftime('%Y-%m')}.csv",
+                                     type: "text/csv"
+          end
+        end
+      end
+
+      private
+
+      def require_any_report!
+        hr_access_denied if REPORTS.keys.none? { |name| permitted?(name) }
+      end
+
+      # A report reaches exactly as far as the screen it summarises.
+      def permitted?(name)
+        case name
+        when "expenses" then hr_can?("expense.approve", scope: :all)
+        when "leave_balances" then hr_can?("leave.view", scope: :team)
+        when "attendance" then hr_can?("attendance.view", scope: :team)
+        else hr_can?("profile.view", scope: :team)
+        end
+      end
+
+      def visible_users
+        ids = hr_access.visible_user_ids("profile.view")
+        employees = HrLite.employees
+        ids.nil? ? employees : employees.select { |user| ids.include?(user.id) }
+      end
+
+      def rows_for(name)
+        case name
+        when "headcount" then headcount_rows
+        when "joiners_and_leavers" then joiners_and_leavers_rows
+        when "leave_balances" then leave_balance_rows
+        when "attendance" then attendance_rows
+        when "expenses" then expense_rows
+        end
+      end
+
+      def headcount_rows
+        profiles = EmployeeProfile.where(user_id: visible_users.map(&:id))
+                                  .active_for(@month)
+        profiles.group_by { |p| p.department.presence || "Unassigned" }
+                .sort_by(&:first)
+                .map { |department, rows| { "Department" => department, "People" => rows.size } }
+      end
+
+      def joiners_and_leavers_rows
+        window = @month..@month.end_of_month
+        EmployeeProfile.where(user_id: visible_users.map(&:id))
+                       .where("date_of_joining BETWEEN ? AND ? OR date_of_exit BETWEEN ? AND ?",
+                              window.first, window.last, window.first, window.last)
+                       .includes(:user)
+                       .map do |profile|
+          { "Employee" => HrLite.display_name(profile.user),
+            "Department" => profile.department,
+            "Joined" => profile.date_of_joining&.to_s,
+            "Left" => profile.date_of_exit&.to_s }
+        end
+      end
+
+      def leave_balance_rows
+        year = LeaveYear.key_for(@month)
+        types = LeaveType.active.where(paid: true).where.not(annual_quota: nil)
+        visible_users.flat_map do |user|
+          types.map do |type|
+            balance = LeaveBalance.for(user, type, year)
+            { "Employee" => HrLite.display_name(user), "Type" => type.code,
+              "Entitled" => balance.entitled.to_f, "Used" => balance.used.to_f,
+              "Available" => balance.available.to_f }
+          end
+        end
+      end
+
+      def attendance_rows
+        visible_users.map do |user|
+          summary = AttendanceSummary.for(user: user, month: @month)
+          { "Employee" => HrLite.display_name(user),
+            "Payable days" => summary[:payable_days].to_f,
+            "LOP" => summary[:lop_days].to_f,
+            "Days in month" => summary[:days_in_month] }
+        end
+      end
+
+      def expense_rows
+        Expense.where(spent_on: @month..@month.end_of_month)
+               .includes(:user, :category).recent_first.map do |expense|
+          { "Employee" => HrLite.display_name(expense.user),
+            "Category" => expense.category.name,
+            "Spent on" => expense.spent_on.to_s,
+            "Amount" => expense.amount.to_s("F"),
+            "Status" => expense.status }
+        end
+      end
+
+      def to_csv(rows)
+        require "csv"
+        return "" if rows.empty?
+
+        CSV.generate do |csv|
+          csv << rows.first.keys
+          rows.each { |row| csv << row.values }
+        end
+      end
+    end
+  end
+end

data/app/controllers/hr_lite/benefits_controller.rb

@@ -0,0 +1,17 @@
+module HrLite
+  # What the signed-in person is actually covered for — previously something
+  # you had to email somebody to find out.
+  class BenefitsController < ApplicationController
+    before_action :require_viewing!
+
+    def index
+      @enrolments = BenefitEnrolment.live_on(Date.current)
+                                    .where(user_id: hr_current_user.id)
+                                    .includes(:benefit)
+    end
+
+    private
+
+    def require_viewing! = hr_require_permission!("benefit.view")
+  end
+end

data/app/controllers/hr_lite/expenses_controller.rb

@@ -0,0 +1,50 @@
+module HrLite
+  # An employee's own claims. Scoped to the signed-in person the same way
+  # every other self-service screen is: a foreign id 404s through the
+  # relation rather than 403ing.
+  class ExpensesController < ApplicationController
+    before_action :require_claiming!
+
+    def index
+      @expenses = paginate(own.includes(:category).recent_first)
+      @categories = ExpenseCategory.active.alphabetical
+    end
+
+    def new
+      @expense = Expense.new(spent_on: Date.current)
+      @categories = ExpenseCategory.active.alphabetical
+    end
+
+    def create
+      @expense = Expense.new(expense_params.merge(user_id: hr_current_user.id))
+      if @expense.save
+        @expense.submit!(actor: hr_current_user)
+        redirect_to expenses_path, notice: "Claim submitted."
+      else
+        @categories = ExpenseCategory.active.alphabetical
+        render :new, status: :unprocessable_entity
+      end
+    end
+
+    def cancel
+      expense = own.find(params[:id])
+      if expense.draft? || expense.submitted?
+        expense.update!(status: "cancelled")
+        expense.approval_route.cancel_all!
+        redirect_to expenses_path, notice: "Claim withdrawn."
+      else
+        redirect_to expenses_path, alert: "Only a claim still waiting can be withdrawn."
+      end
+    end
+
+    private
+
+    def require_claiming! = hr_require_permission!("expense.claim")
+
+    def own = Expense.where(user_id: hr_current_user.id)
+
+    def expense_params
+      params.require(:expense).permit(:category_id, :amount, :spent_on, :description, :receipt)
+    end
+  end
+end

data/app/controllers/hr_lite/hr_requests_controller.rb

@@ -0,0 +1,43 @@
+module HrLite
+  # The employee's side of the help desk.
+  class HrRequestsController < ApplicationController
+    before_action :require_raising!
+
+    def index
+      @requests = paginate(own.recent_first)
+    end
+
+    def show
+      @request = own.find(params[:id])
+    end
+
+    def new
+      @request = HrRequest.new
+    end
+
+    def create
+      @request = HrRequest.new(request_params.merge(user_id: hr_current_user.id))
+      if @request.save
+        redirect_to hr_requests_path, notice: "Sent to HR."
+      else
+        render :new, status: :unprocessable_entity
+      end
+    end
+
+    def cancel
+      request = own.find(params[:id])
+      request.cancel!(actor: hr_current_user)
+      redirect_to hr_requests_path, notice: "Request withdrawn."
+    rescue ActiveRecord::RecordInvalid
+      redirect_to hr_requests_path, alert: "That request has already been answered."
+    end
+
+    private
+
+    def require_raising! = hr_require_permission!("hr_request.raise")
+
+    def own = HrRequest.where(user_id: hr_current_user.id)
+
+    def request_params = params.require(:hr_request).permit(:category, :subject, :body)
+  end
+end

data/app/controllers/hr_lite/policies_controller.rb

@@ -0,0 +1,26 @@
+module HrLite
+  # What people are held to, and the button that says they have read it.
+  class PoliciesController < ApplicationController
+    before_action :require_reading!
+
+    def index
+      @policies = Policy.current.sort_by(&:title)
+      @acknowledged = PolicyAcknowledgement.where(user_id: hr_current_user.id)
+                                           .pluck(:policy_id).to_set
+    end
+
+    def show
+      @policy = Policy.published.find(params[:id])
+    end
+
+    def acknowledge
+      policy = Policy.published.find(params[:id])
+      policy.acknowledge!(hr_current_user)
+      redirect_to policies_path, notice: "Thank you — recorded against #{policy.title} v#{policy.version}."
+    end
+
+    private
+
+    def require_reading! = hr_require_permission!("policy.view", scope: :all)
+  end
+end

data/app/helpers/hr_lite/application_helper.rb

@@ -12,6 +12,10 @@ module HrLite
       # Employee tier all the same — holding an approval IS the authorisation,
       # so a manager and a stand-in covering for one reach the same screen.
       { label: "Approvals",  path: :approvals_path,      match: [ "/approvals" ] },
+      { label: "Expenses",   path: :expenses_path,       match: [ "/expenses" ] },
+      { label: "Benefits",   path: :benefits_path,       match: [ "/benefits" ] },
+      { label: "Policies",   path: :policies_path,       match: [ "/policies" ] },
+      { label: "Ask HR",     path: :hr_requests_path,    match: [ "/hr_requests" ] },
       { label: "Org",        path: :org_path,            match: [ "/org" ] },
       { label: "Kudos",      path: :kudos_path,          match: [ "/kudos" ] },
       { label: "Slips",      path: :salary_slips_path,   match: [ "/salary_slips" ] },
@@ -21,7 +25,8 @@ module HrLite
     ADMIN_NAV_ITEMS = [
       { label: "Overview",        path: :admin_overview_path,        match: [ "/admin/overview" ] },
       { label: "Team attendance", path: :admin_attendances_path,     match: [ "/admin/attendances" ] },
-      { label: "Approvals",       path: :admin_leave_requests_path,  match: [ "/admin/leave_requests", "/admin/leave_balances", "/admin/comp_off_requests", "/admin/regularization_requests" ] }
+      { label: "Approvals",       path: :admin_leave_requests_path,  match: [ "/admin/leave_requests", "/admin/leave_balances", "/admin/comp_off_requests", "/admin/regularization_requests" ] },
+      { label: "Reports",         path: :admin_reports_path,         match: [ "/admin/reports" ] }
     ].freeze
 
     LEADERSHIP_NAV_ITEMS = [

data/app/views/hr_lite/admin/reports/index.html.erb

@@ -0,0 +1,40 @@
+<% content_for(:page_title) { "Reports" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Reports</h1></div>
+
+<section class="hrl-card">
+  <p class="hrl-muted hrl-small">
+    Each report reaches exactly as far as the screen it summarises — a manager
+    sees their own team, HR sees everybody.
+  </p>
+  <%= form_with url: hr_lite.admin_reports_path, method: :get, local: true do %>
+    <div class="hrl-field">
+      <%= label_tag :month, "Month" %>
+      <%= text_field_tag :month, @month.strftime("%Y-%m"), placeholder: "YYYY-MM" %>
+    </div>
+    <div class="hrl-form-actions">
+      <%= submit_tag "Change month", class: "hrl-btn" %>
+    </div>
+  <% end %>
+</section>
+
+<section class="hrl-card">
+  <div class="hrl-table-wrap">
+    <table class="hrl-table hrl-table--stack">
+      <thead><tr><th>Report</th><th></th></tr></thead>
+      <tbody>
+        <% @reports.each do |name, label| %>
+          <tr>
+            <td data-label="Report"><%= label %></td>
+            <td data-label="">
+              <a class="hrl-small"
+                 href="<%= hr_lite.admin_report_path(name, month: @month.strftime("%Y-%m")) %>">Open</a>
+              &nbsp;
+              <a class="hrl-small"
+                 href="<%= hr_lite.admin_report_path(name, month: @month.strftime("%Y-%m"), format: :csv) %>">CSV</a>
+            </td>
+          </tr>
+        <% end %>
+      </tbody>
+    </table>
+  </div>
+</section>

data/app/views/hr_lite/admin/reports/show.html.erb

@@ -0,0 +1,32 @@
+<% content_for(:page_title) { @reports_title = HrLite::Admin::ReportsController::REPORTS[@name] } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title"><%= HrLite::Admin::ReportsController::REPORTS[@name] %></h1>
+  <div class="hrl-page__actions">
+    <a class="hrl-btn"
+       href="<%= hr_lite.admin_report_path(@name, month: @month.strftime("%Y-%m"), format: :csv) %>">Download CSV</a>
+  </div>
+</div>
+
+<section class="hrl-card">
+  <p class="hrl-small hrl-muted"><%= @month.strftime("%B %Y") %></p>
+  <% if @rows.empty? %>
+    <p class="hrl-muted">Nothing to report for this month.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead>
+          <tr><% @rows.first.keys.each do |header| %><th><%= header %></th><% end %></tr>
+        </thead>
+        <tbody>
+          <% @rows.each do |row| %>
+            <tr>
+              <% row.each do |header, value| %>
+                <td data-label="<%= header %>"><%= value %></td>
+              <% end %>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  <% end %>
+</section>

data/app/views/hr_lite/benefits/index.html.erb

@@ -0,0 +1,33 @@
+<% content_for(:page_title) { "Benefits" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Your benefits</h1></div>
+
+<section class="hrl-card">
+  <% if @enrolments.empty? %>
+    <p class="hrl-muted">You are not enrolled in any benefit yet.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Benefit</th><th>Cover</th><th>Since</th><th>Dependants</th></tr></thead>
+        <tbody>
+          <% @enrolments.each do |enrolment| %>
+            <% benefit = enrolment.benefit %>
+            <tr>
+              <td data-label="Benefit">
+                <strong><%= benefit.name %></strong>
+                <div class="hrl-small hrl-muted">
+                  <%= benefit.kind.humanize %><%= " · #{benefit.provider}" if benefit.provider.present? %>
+                  <%= " · policy #{benefit.policy_number}" if benefit.policy_number.present? %>
+                </div>
+              </td>
+              <td data-label="Cover" class="hrl-num">
+                <%= benefit.coverage ? hrl_money(benefit.coverage) : "—" %>
+              </td>
+              <td data-label="Since"><%= enrolment.enrolled_on.strftime("%d %b %Y") %></td>
+              <td data-label="Dependants" class="hrl-num"><%= enrolment.dependants %></td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  <% end %>
+</section>

data/app/views/hr_lite/expenses/index.html.erb

@@ -0,0 +1,68 @@
+<% content_for(:page_title) { "Expenses" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Expenses</h1>
+  <div class="hrl-page__actions">
+    <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_expense_path %>">New claim</a>
+  </div>
+</div>
+
+<% if @categories.any? %>
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">What is left this month</h2>
+    <ul>
+      <% @categories.each do |category| %>
+        <% remaining = category.remaining_for(hr_current_user) %>
+        <li class="hrl-small">
+          <strong><%= category.name %></strong> —
+          <%= remaining.nil? ? "no cap" : "#{hrl_money(remaining)} left" %>
+          <% if category.receipt_required %>
+            <span class="hrl-badge hrl-badge--muted">Receipt needed</span>
+          <% end %>
+        </li>
+      <% end %>
+    </ul>
+  </section>
+<% end %>
+
+<section class="hrl-card">
+  <% if @expenses.empty? %>
+    <p class="hrl-muted">No claims yet.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Spent</th><th>Category</th><th>Amount</th><th>Status</th><th></th></tr></thead>
+        <tbody>
+          <% @expenses.each do |expense| %>
+            <tr>
+              <td data-label="Spent"><%= expense.spent_on.strftime("%d %b %Y") %></td>
+              <td data-label="Category">
+                <%= expense.category.name %>
+                <div class="hrl-small hrl-muted"><%= expense.description %></div>
+              </td>
+              <td data-label="Amount" class="hrl-num"><%= hrl_money(expense.amount) %></td>
+              <td data-label="Status">
+                <%= hrl_request_status_badge(expense.status) %>
+                <% if expense.reimbursed_in %>
+                  <div class="hrl-small hrl-muted">
+                    with <%= expense.reimbursed_in.strftime("%B %Y") %> payroll
+                  </div>
+                <% end %>
+                <% if expense.decision_note.present? %>
+                  <div class="hrl-small hrl-muted"><%= expense.decision_note %></div>
+                <% end %>
+              </td>
+              <td data-label="">
+                <% if expense.draft? || expense.submitted? %>
+                  <%= button_to "Withdraw", hr_lite.cancel_expense_path(expense),
+                        class: "hrl-btn",
+                        form: { data: { turbo_confirm: "Withdraw this claim?" } } %>
+                <% end %>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+    <%= hrl_pagination %>
+  <% end %>
+</section>

data/app/views/hr_lite/expenses/new.html.erb

@@ -0,0 +1,38 @@
+<% content_for(:page_title) { "New claim" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">New claim</h1></div>
+
+<section class="hrl-card">
+  <%= form_with model: @expense, url: hr_lite.expenses_path, method: :post, local: true do |f| %>
+    <%= render "hr_lite/shared/form_errors", record: @expense %>
+
+    <div class="hrl-field">
+      <%= f.label :category_id, "What kind of expense" %>
+      <%= f.select :category_id, @categories.map { |c| [ c.name, c.id ] },
+                   { include_blank: "Choose one" } %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :amount, "Amount (₹)" %>
+      <%= f.text_field :amount, inputmode: "decimal" %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :spent_on, "When you spent it" %>
+      <%= f.date_field :spent_on, max: Date.current.to_s %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :description, "What it was for" %>
+      <%= f.text_field :description %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :receipt, "Receipt (PDF or photo)" %>
+      <%= f.file_field :receipt, accept: "application/pdf,image/*" %>
+      <span class="hrl-small hrl-muted">
+        Some categories need one — the form will say so if yours does.
+      </span>
+    </div>
+
+    <div class="hrl-form-actions">
+      <%= f.submit "Submit claim", class: "hrl-btn hrl-btn--primary" %>
+      <a class="hrl-btn" href="<%= hr_lite.expenses_path %>">Cancel</a>
+    </div>
+  <% end %>
+</section>

data/app/views/hr_lite/hr_requests/index.html.erb

@@ -0,0 +1,39 @@
+<% content_for(:page_title) { "Ask HR" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Ask HR</h1>
+  <div class="hrl-page__actions">
+    <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_hr_request_path %>">New request</a>
+  </div>
+</div>
+
+<section class="hrl-card">
+  <% if @requests.empty? %>
+    <p class="hrl-muted">Nothing raised yet.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Request</th><th>Raised</th><th>Status</th><th></th></tr></thead>
+        <tbody>
+          <% @requests.each do |request| %>
+            <tr>
+              <td data-label="Request">
+                <a href="<%= hr_lite.hr_request_path(request) %>"><%= request.subject %></a>
+                <div class="hrl-small hrl-muted"><%= request.category_label %></div>
+              </td>
+              <td data-label="Raised"><%= request.created_at.to_date.strftime("%d %b %Y") %></td>
+              <td data-label="Status"><%= hrl_request_status_badge(request.status) %></td>
+              <td data-label="">
+                <% if request.open? || request.in_progress? %>
+                  <%= button_to "Withdraw", hr_lite.cancel_hr_request_path(request),
+                        class: "hrl-btn",
+                        form: { data: { turbo_confirm: "Withdraw this request?" } } %>
+                <% end %>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+    <%= hrl_pagination %>
+  <% end %>
+</section>

data/app/views/hr_lite/hr_requests/new.html.erb

@@ -0,0 +1,28 @@
+<% content_for(:page_title) { "New request" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Ask HR</h1></div>
+
+<section class="hrl-card">
+  <%= form_with model: @request, url: hr_lite.hr_requests_path, method: :post, local: true do |f| %>
+    <%= render "hr_lite/shared/form_errors", record: @request %>
+
+    <div class="hrl-field">
+      <%= f.label :category, "What is this about" %>
+      <%= f.select :category,
+            HrLite::HrRequest::CATEGORIES.map { |c| [ c.humanize, c ] },
+            { include_blank: "Choose one" } %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :subject, "In one line" %>
+      <%= f.text_field :subject %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :body, "Anything else HR should know" %>
+      <%= f.text_area :body, rows: 5 %>
+    </div>
+
+    <div class="hrl-form-actions">
+      <%= f.submit "Send to HR", class: "hrl-btn hrl-btn--primary" %>
+      <a class="hrl-btn" href="<%= hr_lite.hr_requests_path %>">Cancel</a>
+    </div>
+  <% end %>
+</section>

data/app/views/hr_lite/hr_requests/show.html.erb

@@ -0,0 +1,25 @@
+<% content_for(:page_title) { @request.subject } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title"><%= @request.subject %></h1>
+</div>
+
+<section class="hrl-card">
+  <p class="hrl-small hrl-muted">
+    <%= @request.category_label %> · raised
+    <%= @request.created_at.to_date.strftime("%d %b %Y") %> ·
+    <%= hrl_request_status_badge(@request.status) %>
+  </p>
+  <% if @request.body.present? %>
+    <div class="hrl-prose"><%= simple_format(@request.body) %></div>
+  <% end %>
+</section>
+
+<% if @request.resolution.present? %>
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">HR's answer</h2>
+    <div class="hrl-prose"><%= simple_format(@request.resolution) %></div>
+    <p class="hrl-small hrl-muted">
+      <%= @request.resolved_at&.to_date&.strftime("%d %b %Y") %>
+    </p>
+  </section>
+<% end %>

data/app/views/hr_lite/policies/index.html.erb

@@ -0,0 +1,34 @@
+<% content_for(:page_title) { "Policies" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Policies</h1></div>
+
+<section class="hrl-card">
+  <% if @policies.empty? %>
+    <p class="hrl-muted">No policies are published yet.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Policy</th><th>In force</th><th></th></tr></thead>
+        <tbody>
+          <% @policies.each do |policy| %>
+            <tr>
+              <td data-label="Policy">
+                <a href="<%= hr_lite.policy_path(policy) %>"><%= policy.title %></a>
+                <span class="hrl-badge hrl-badge--muted">v<%= policy.version %></span>
+              </td>
+              <td data-label="In force"><%= policy.effective_from.strftime("%d %b %Y") %></td>
+              <td data-label="">
+                <% if policy.acknowledgement_required %>
+                  <% if @acknowledged.include?(policy.id) %>
+                    <span class="hrl-badge hrl-badge--ok">Read</span>
+                  <% else %>
+                    <span class="hrl-badge hrl-badge--warn">Needs your acknowledgement</span>
+                  <% end %>
+                <% end %>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  <% end %>
+</section>

data/app/views/hr_lite/policies/show.html.erb

@@ -0,0 +1,23 @@
+<% content_for(:page_title) { @policy.title } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title"><%= @policy.title %></h1>
+</div>
+
+<section class="hrl-card">
+  <p class="hrl-small hrl-muted">
+    Version <%= @policy.version %>, in force from
+    <%= @policy.effective_from.strftime("%d %b %Y") %>.
+  </p>
+  <div class="hrl-prose"><%= simple_format(@policy.body) %></div>
+</section>
+
+<% if @policy.acknowledgement_required %>
+  <section class="hrl-card">
+    <% if @policy.acknowledged_by?(hr_current_user) %>
+      <p class="hrl-muted">You acknowledged this version.</p>
+    <% else %>
+      <%= button_to "I have read this", hr_lite.acknowledge_policy_path(@policy),
+            class: "hrl-btn hrl-btn--primary" %>
+    <% end %>
+  </section>
+<% end %>

data/config/routes.rb

@@ -20,6 +20,16 @@ HrLite::Engine.routes.draw do
     member { post :cancel }
   end
   resources :approvals, only: :index
+  resources :expenses, only: %i[index new create] do
+    member { post :cancel }
+  end
+  resources :hr_requests, only: %i[index show new create] do
+    member { post :cancel }
+  end
+  resources :policies, only: %i[index show] do
+    member { post :acknowledge }
+  end
+  resources :benefits, only: :index
   get "team", to: "team#show"
   get "org", to: "org#show"
   resources :holidays, only: :index
@@ -51,6 +61,7 @@ HrLite::Engine.routes.draw do
       resources :assignments, only: %i[create destroy], controller: "role_assignments"
     end
     resources :statutory_rate_cards, only: %i[index new create edit update]
+    resources :reports, only: %i[index show]
     resources :leave_types, except: :show
     resources :office_locations, except: :show
     resources :holidays, only: %i[index create update destroy] do

data/lib/hr_lite/version.rb

@@ -1,3 +1,3 @@
 module HrLite
-  VERSION = "0.12.0"
+  VERSION = "0.13.0"
 end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: hr_lite
 version: !ruby/object:Gem::Version
-  version: 0.12.0
+  version: 0.13.0
 platform: ruby
 authors:
 - kshitiz sinha
@@ -71,6 +71,7 @@ files:
 - app/controllers/hr_lite/admin/overview_controller.rb
 - app/controllers/hr_lite/admin/payroll_runs_controller.rb
 - app/controllers/hr_lite/admin/regularization_requests_controller.rb
+- app/controllers/hr_lite/admin/reports_controller.rb
 - app/controllers/hr_lite/admin/resignations_controller.rb
 - app/controllers/hr_lite/admin/role_assignments_controller.rb
 - app/controllers/hr_lite/admin/roles_controller.rb
@@ -83,16 +84,20 @@ files:
 - app/controllers/hr_lite/appraisals_controller.rb
 - app/controllers/hr_lite/approvals_controller.rb
 - app/controllers/hr_lite/attendance_controller.rb
+- app/controllers/hr_lite/benefits_controller.rb
 - app/controllers/hr_lite/calendar_controller.rb
 - app/controllers/hr_lite/career_controller.rb
 - app/controllers/hr_lite/comp_off_requests_controller.rb
 - app/controllers/hr_lite/employee_profiles_controller.rb
+- app/controllers/hr_lite/expenses_controller.rb
 - app/controllers/hr_lite/holidays_controller.rb
 - app/controllers/hr_lite/home_controller.rb
+- app/controllers/hr_lite/hr_requests_controller.rb
 - app/controllers/hr_lite/kudos_controller.rb
 - app/controllers/hr_lite/leave_balances_controller.rb
 - app/controllers/hr_lite/leave_requests_controller.rb
 - app/controllers/hr_lite/org_controller.rb
+- app/controllers/hr_lite/policies_controller.rb
 - app/controllers/hr_lite/regularization_requests_controller.rb
 - app/controllers/hr_lite/resignations_controller.rb
 - app/controllers/hr_lite/salary_slips_controller.rb
@@ -202,6 +207,8 @@ files:
 - app/views/hr_lite/admin/payroll_runs/show.html.erb
 - app/views/hr_lite/admin/regularization_requests/index.html.erb
 - app/views/hr_lite/admin/regularization_requests/show.html.erb
+- app/views/hr_lite/admin/reports/index.html.erb
+- app/views/hr_lite/admin/reports/show.html.erb
 - app/views/hr_lite/admin/roles/_form.html.erb
 - app/views/hr_lite/admin/roles/edit.html.erb
 - app/views/hr_lite/admin/roles/index.html.erb
@@ -222,6 +229,7 @@ files:
 - app/views/hr_lite/attendance/_month_grid.html.erb
 - app/views/hr_lite/attendance/_punch_card.html.erb
 - app/views/hr_lite/attendance/show.html.erb
+- app/views/hr_lite/benefits/index.html.erb
 - app/views/hr_lite/calendar/show.html.erb
 - app/views/hr_lite/career/show.html.erb
 - app/views/hr_lite/comp_off_requests/index.html.erb
@@ -231,9 +239,14 @@ files:
 - app/views/hr_lite/event_mailer/event.text.erb
 - app/views/hr_lite/event_mailer/leadership.html.erb
 - app/views/hr_lite/event_mailer/leadership.text.erb
+- app/views/hr_lite/expenses/index.html.erb
+- app/views/hr_lite/expenses/new.html.erb
 - app/views/hr_lite/holidays/_next_holiday.html.erb
 - app/views/hr_lite/holidays/index.html.erb
 - app/views/hr_lite/home/index.html.erb
+- app/views/hr_lite/hr_requests/index.html.erb
+- app/views/hr_lite/hr_requests/new.html.erb
+- app/views/hr_lite/hr_requests/show.html.erb
 - app/views/hr_lite/kudos/_kudo.html.erb
 - app/views/hr_lite/kudos/index.html.erb
 - app/views/hr_lite/leave_balances/index.html.erb
@@ -243,6 +256,8 @@ files:
 - app/views/hr_lite/leave_requests/show.html.erb
 - app/views/hr_lite/org/_node.html.erb
 - app/views/hr_lite/org/show.html.erb
+- app/views/hr_lite/policies/index.html.erb
+- app/views/hr_lite/policies/show.html.erb
 - app/views/hr_lite/regularization_requests/index.html.erb
 - app/views/hr_lite/regularization_requests/new.html.erb
 - app/views/hr_lite/resignations/show.html.erb