hr_lite 0.12.0 → 0.14.0

data/app/models/hr_lite/asset_assignment.rb

@@ -0,0 +1,24 @@
+module HrLite
+  # Who had it, when, and what state it came back in. Append-only: editing an
+  # assignment away is how a missing laptop stops being anybody's.
+  class AssetAssignment < ApplicationRecord
+    belongs_to :asset, class_name: "HrLite::Asset"
+    belongs_to :user, class_name: HrLite.config.user_class
+    belongs_to :assigned_by, class_name: HrLite.config.user_class, optional: true
+
+    validates :assigned_on, presence: true
+    validate :returned_after_it_was_given
+
+    scope :live, -> { where(returned_on: nil) }
+
+    def live? = returned_on.nil?
+
+    private
+
+    def returned_after_it_was_given
+      return if returned_on.nil? || assigned_on.nil? || returned_on >= assigned_on
+
+      errors.add(:returned_on, "cannot be before the day it was handed over")
+    end
+  end
+end

data/app/models/hr_lite/checklist_item.rb

@@ -0,0 +1,43 @@
+module HrLite
+  # One step for one person. Kept even when its template is later deleted —
+  # what a company DID on somebody's first day is history, and history should
+  # not change because a template was tidied up.
+  class ChecklistItem < ApplicationRecord
+    include Audited
+
+    belongs_to :template, class_name: "HrLite::ChecklistTemplate", optional: true
+    belongs_to :user, class_name: HrLite.config.user_class
+    belongs_to :completed_by, class_name: HrLite.config.user_class, optional: true
+
+    validates :kind, inclusion: { in: ChecklistTemplate::KINDS }
+    validates :title, presence: true
+
+    scope :outstanding, -> { where(completed_at: nil) }
+    scope :for_kind, ->(kind) { where(kind: kind.to_s) }
+    scope :overdue, ->(on = Date.current) { outstanding.where(due_on: ...on) }
+
+    def done? = completed_at.present?
+
+    def overdue?(on = Date.current) = !done? && due_on.present? && due_on < on
+
+    def complete!(actor:, note: nil)
+      update!(completed_at: Time.current, completed_by_id: actor&.id, note: note.presence)
+    end
+
+    def reopen!(actor:)
+      update!(completed_at: nil, completed_by_id: nil)
+    end
+
+    # Builds somebody's list from the active templates. Idempotent: running
+    # it twice does not double the list, so a re-run after adding a template
+    # adds only what is new.
+    def self.open_for!(user, kind:, anchor_date:)
+      ChecklistTemplate.for_kind(kind).filter_map do |template|
+        next if exists?(user_id: user.id, kind: kind.to_s, title: template.title)
+
+        create!(user_id: user.id, template: template, kind: kind.to_s, title: template.title,
+                due_on: anchor_date + template.due_offset_days)
+      end
+    end
+  end
+end

data/app/models/hr_lite/checklist_template.rb

@@ -0,0 +1,50 @@
+module HrLite
+  # "Collect the signed offer letter", "Revoke email access". The steps a
+  # company means to take every time and forgets once.
+  class ChecklistTemplate < ApplicationRecord
+    include Audited
+
+    KINDS = %w[onboarding offboarding].freeze
+
+    validates :kind, inclusion: { in: KINDS }
+    validates :title, presence: true
+    validate :owner_permission_is_declared
+
+    scope :active, -> { where(active: true) }
+    scope :for_kind, ->(kind) { active.where(kind: kind.to_s).order(:position, :id) }
+
+    def self.seed_defaults!
+      [
+        { kind: "onboarding", title: "Collect signed offer letter", position: 10,
+          owner_permission: "document.manage" },
+        { kind: "onboarding", title: "Collect PAN and Aadhaar", position: 20,
+          owner_permission: "document.manage" },
+        { kind: "onboarding", title: "Create payroll record and salary structure",
+          position: 30, owner_permission: "salary.manage", due_offset_days: 3 },
+        { kind: "onboarding", title: "Hand over laptop and access", position: 40,
+          owner_permission: "profile.manage" },
+        { kind: "offboarding", title: "Collect laptop and accessories", position: 10,
+          owner_permission: "profile.manage" },
+        { kind: "offboarding", title: "Revoke email and system access", position: 20,
+          owner_permission: "profile.manage" },
+        { kind: "offboarding", title: "Full and final settlement", position: 30,
+          owner_permission: "payroll.manage", due_offset_days: 30 },
+        { kind: "offboarding", title: "Issue relieving and experience letters",
+          position: 40, owner_permission: "document.manage", due_offset_days: 7 }
+      ].filter_map do |attributes|
+        next if exists?(kind: attributes[:kind], title: attributes[:title])
+
+        create!(attributes)
+        "#{attributes[:kind]}: #{attributes[:title]}"
+      end
+    end
+
+    private
+
+    def owner_permission_is_declared
+      return if owner_permission.blank? || Permissions.valid?(owner_permission)
+
+      errors.add(:owner_permission, "is not a known permission")
+    end
+  end
+end

data/app/models/hr_lite/employee_profile.rb

@@ -6,6 +6,7 @@ module HrLite
   class EmployeeProfile < ApplicationRecord
     include EncryptedMoney
     include Audited
+    after_create_commit :open_onboarding_checklist
 
     belongs_to :user, class_name: HrLite.config.user_class
     # Reporting line (L1). Optional; the org chart treats manager-less
@@ -152,5 +153,17 @@ module HrLite
 
       errors.add(:date_of_exit, "must be after joining")
     end
+
+    private
+
+    # Day one has a list, and it is the same list every time. Opened on
+    # create rather than by hand, because the one nobody remembers to start
+    # is the one that does not happen.
+    def open_onboarding_checklist
+      ChecklistItem.open_for!(user, kind: "onboarding", anchor_date: date_of_joining)
+    rescue => e
+      # A checklist must never be the reason an employee cannot be created.
+      Rails.logger.error("[hr_lite] onboarding checklist failed: #{e.class}: #{e.message}")
+    end
   end
 end

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

@@ -0,0 +1,59 @@
+<% content_for(:page_title) { "Assets" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Assets</h1>
+  <div class="hrl-page__actions">
+    <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_admin_asset_path %>">Add asset</a>
+  </div>
+</div>
+
+<% if @outstanding.any? %>
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">Currently out</h2>
+    <ul>
+      <% @outstanding.each do |assignment| %>
+        <li class="hrl-small">
+          <strong><%= assignment.asset.name %></strong> —
+          <%= hr_display_name(assignment.user) %>,
+          since <%= assignment.assigned_on.strftime("%d %b %Y") %>
+        </li>
+      <% end %>
+    </ul>
+  </section>
+<% end %>
+
+<section class="hrl-card">
+  <div class="hrl-table-wrap">
+    <table class="hrl-table hrl-table--stack">
+      <thead><tr><th>Asset</th><th>Status</th><th>With</th><th></th></tr></thead>
+      <tbody>
+        <% @assets.each do |asset| %>
+          <tr>
+            <td data-label="Asset">
+              <strong><%= asset.name %></strong>
+              <div class="hrl-small hrl-muted">
+                <%= asset.category.humanize %><%= " · #{asset.serial_number}" if asset.serial_number.present? %>
+              </div>
+            </td>
+            <td data-label="Status"><%= hrl_request_status_badge(asset.status) %></td>
+            <td data-label="With"><%= asset.holder ? hr_display_name(asset.holder) : "—" %></td>
+            <td data-label="">
+              <% if asset.assigned? %>
+                <%= form_with url: hr_lite.take_back_admin_asset_path(asset), method: :post do %>
+                  <%= text_field_tag :condition_note, nil, placeholder: "Condition" %>
+                  <%= submit_tag "Take back", class: "hrl-btn" %>
+                <% end %>
+              <% elsif asset.available? %>
+                <%= form_with url: hr_lite.assign_admin_asset_path(asset), method: :post do %>
+                  <%= select_tag :user_id,
+                        options_for_select(HrLite.employees.map { |u| [ hr_display_name(u), u.id ] }) %>
+                  <%= submit_tag "Hand over", class: "hrl-btn" %>
+                <% end %>
+              <% end %>
+            </td>
+          </tr>
+        <% end %>
+      </tbody>
+    </table>
+  </div>
+  <%= hrl_pagination %>
+</section>

data/app/views/hr_lite/admin/assets/new.html.erb

@@ -0,0 +1,23 @@
+<% content_for(:page_title) { "Add asset" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Add asset</h1></div>
+
+<section class="hrl-card">
+  <%= form_with model: @asset, url: hr_lite.admin_assets_path, method: :post, local: true do |f| %>
+    <%= render "hr_lite/shared/form_errors", record: @asset %>
+    <div class="hrl-field"><%= f.label :name %><%= f.text_field :name %></div>
+    <div class="hrl-field">
+      <%= f.label :category %>
+      <%= f.select :category, HrLite::Asset::CATEGORIES.map { |c| [ c.humanize, c ] } %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :serial_number, "Serial number (optional)" %>
+      <%= f.text_field :serial_number %>
+    </div>
+    <div class="hrl-field"><%= f.label :purchased_on %><%= f.date_field :purchased_on %></div>
+    <div class="hrl-field"><%= f.label :notes %><%= f.text_field :notes %></div>
+    <div class="hrl-form-actions">
+      <%= f.submit "Save", class: "hrl-btn hrl-btn--primary" %>
+      <a class="hrl-btn" href="<%= hr_lite.admin_assets_path %>">Cancel</a>
+    </div>
+  <% end %>
+</section>

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

@@ -0,0 +1,50 @@
+<% content_for(:page_title) { "Joining & exits" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Joining &amp; exits</h1></div>
+
+<section class="hrl-card">
+  <div class="hrl-row">
+    <% HrLite::ChecklistTemplate::KINDS.each do |kind| %>
+      <a class="hrl-btn <%= "hrl-btn--primary" if kind == @kind %>"
+         href="<%= hr_lite.admin_checklists_path(kind: kind) %>"><%= kind.humanize %></a>
+    <% end %>
+  </div>
+</section>
+
+<% if @overdue.any? %>
+  <section class="hrl-card">
+    <h2 class="hrl-card__title"><%= @overdue.size %> overdue</h2>
+    <p class="hrl-small hrl-muted">
+      An unreturned laptop and un-revoked access both outlive the employment.
+    </p>
+  </section>
+<% end %>
+
+<section class="hrl-card">
+  <% if @items.empty? %>
+    <p class="hrl-muted">Nothing outstanding.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Step</th><th>Who</th><th>Due</th><th></th></tr></thead>
+        <tbody>
+          <% @items.each do |item| %>
+            <tr>
+              <td data-label="Step">
+                <%= item.title %>
+                <% if item.overdue? %><span class="hrl-badge hrl-badge--bad">Overdue</span><% end %>
+              </td>
+              <td data-label="Who"><%= hr_display_name(item.user) %></td>
+              <td data-label="Due"><%= item.due_on&.strftime("%d %b %Y") || "—" %></td>
+              <td data-label="">
+                <%= form_with url: hr_lite.complete_admin_checklist_path(item), method: :post do %>
+                  <%= text_field_tag :note, nil, placeholder: "Note" %>
+                  <%= submit_tag "Done", class: "hrl-btn hrl-btn--primary" %>
+                <% end %>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  <% end %>
+</section>

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

@@ -0,0 +1,54 @@
+<% content_for(:page_title) { "Claims" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Expense claims</h1></div>
+
+<section class="hrl-card">
+  <div class="hrl-row">
+    <% HrLite::Expense::STATUSES.each do |status| %>
+      <a class="hrl-btn <%= "hrl-btn--primary" if status == @status %>"
+         href="<%= hr_lite.admin_expenses_path(status: status) %>"><%= status.humanize %></a>
+    <% end %>
+  </div>
+</section>
+
+<section class="hrl-card">
+  <% if @expenses.empty? %>
+    <p class="hrl-muted">Nothing <%= @status %>.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Who</th><th>What</th><th>Amount</th><th></th></tr></thead>
+        <tbody>
+          <% @expenses.each do |expense| %>
+            <tr>
+              <td data-label="Who"><%= hr_display_name(expense.user) %></td>
+              <td data-label="What">
+                <%= expense.category.name %>
+                <div class="hrl-small hrl-muted">
+                  <%= expense.description %> · <%= expense.spent_on.strftime("%d %b %Y") %>
+                </div>
+              </td>
+              <td data-label="Amount" class="hrl-num"><%= hrl_money(expense.amount) %></td>
+              <td data-label="">
+                <% if expense.submitted? %>
+                  <%= form_with url: hr_lite.approve_admin_expense_path(expense), method: :post do %>
+                    <%= submit_tag "Approve", class: "hrl-btn hrl-btn--primary" %>
+                  <% end %>
+                  <%= form_with url: hr_lite.reject_admin_expense_path(expense), method: :post do %>
+                    <%= text_field_tag :decision_note, nil, placeholder: "Why not" %>
+                    <%= submit_tag "Reject", class: "hrl-btn" %>
+                  <% end %>
+                <% elsif expense.approved? %>
+                  <%= form_with url: hr_lite.reimburse_admin_expense_path(expense), method: :post do %>
+                    <%= text_field_tag :period_month, Date.current.strftime("%Y-%m"), size: 8 %>
+                    <%= submit_tag "Mark reimbursed", class: "hrl-btn" %>
+                  <% end %>
+                <% end %>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+    <%= hrl_pagination %>
+  <% end %>
+</section>

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

@@ -0,0 +1,41 @@
+<% content_for(:page_title) { "Help desk" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Help desk</h1></div>
+
+<section class="hrl-card">
+  <div class="hrl-row">
+    <% HrLite::HrRequest::STATUSES.each do |status| %>
+      <a class="hrl-btn <%= "hrl-btn--primary" if status == @status %>"
+         href="<%= hr_lite.admin_hr_requests_path(status: status) %>"><%= status.humanize %></a>
+    <% end %>
+  </div>
+</section>
+
+<section class="hrl-card">
+  <% if @requests.empty? %>
+    <p class="hrl-muted">Nothing <%= @status.humanize.downcase %>.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Request</th><th>Who</th><th>With</th><th></th></tr></thead>
+        <tbody>
+          <% @requests.each do |request| %>
+            <tr>
+              <td data-label="Request">
+                <a href="<%= hr_lite.admin_hr_request_path(request) %>"><%= request.subject %></a>
+                <div class="hrl-small hrl-muted"><%= request.category_label %></div>
+              </td>
+              <td data-label="Who"><%= hr_display_name(request.user) %></td>
+              <td data-label="With">
+                <%= request.assigned_to ? hr_display_name(request.assigned_to) : "—" %>
+              </td>
+              <td data-label="">
+                <a class="hrl-small" href="<%= hr_lite.admin_hr_request_path(request) %>">Open</a>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+    <%= hrl_pagination %>
+  <% end %>
+</section>

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

@@ -0,0 +1,47 @@
+<% 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 %> · <%= hr_display_name(@request.user) %> ·
+    <%= @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>
+
+<% unless @request.resolved? || @request.closed? || @request.cancelled? %>
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">Answer</h2>
+    <%= form_with url: hr_lite.resolve_admin_hr_request_path(@request), method: :post do %>
+      <div class="hrl-field">
+        <%= label_tag :resolution, "What you did" %>
+        <%= text_area_tag :resolution, nil, rows: 4 %>
+      </div>
+      <div class="hrl-form-actions">
+        <%= submit_tag "Send answer", class: "hrl-btn hrl-btn--primary" %>
+      </div>
+    <% end %>
+
+    <%= form_with url: hr_lite.assign_admin_hr_request_path(@request), method: :post do %>
+      <div class="hrl-field">
+        <%= label_tag :assignee_id, "Or hand it to somebody" %>
+        <%= select_tag :assignee_id,
+              options_for_select(HrLite.users_holding("hr_request.manage")
+                                       .map { |u| [ hr_display_name(u), u.id ] }) %>
+      </div>
+      <div class="hrl-form-actions">
+        <%= submit_tag "Assign", class: "hrl-btn" %>
+      </div>
+    <% end %>
+  </section>
+<% end %>
+
+<% if @request.resolution.present? %>
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">Answered</h2>
+    <div class="hrl-prose"><%= simple_format(@request.resolution) %></div>
+  </section>
+<% end %>

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>