hr_lite 0.12.0 → 0.14.0

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 +61,19 @@ 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 :expenses, only: :index do
+      member { post :approve; post :reject; post :reimburse }
+    end
+    resources :hr_requests, only: %i[index show] do
+      member { post :assign; post :resolve }
+    end
+    resources :assets, only: %i[index new create] do
+      member { post :assign; post :take_back }
+    end
+    resources :checklists, only: :index do
+      member { post :complete; post :reopen }
+    end
     resources :leave_types, except: :show
     resources :office_locations, except: :show
     resources :holidays, only: %i[index create update destroy] do

data/db/migrate/20260818010401_create_hr_lite_assets_and_onboarding.rb

@@ -0,0 +1,76 @@
+class CreateHrLiteAssetsAndOnboarding < ActiveRecord::Migration[8.1]
+  # The two ends of employment that were still manual: the laptop somebody is
+  # given on day one, and the checklist nobody remembers on their last.
+  #
+  # An asset that is never returned is a cost nobody notices, and access that
+  # is never revoked is a security problem that outlives the employment.
+  def change
+    create_table :hr_lite_assets do |t|
+      t.string :name, null: false
+      # laptop | phone | sim | id_card | accessory | vehicle | other
+      t.string :category, null: false, default: "other"
+      t.string :serial_number
+      t.date :purchased_on
+      # available | assigned | returned | lost | damaged | retired
+      t.string :status, null: false, default: "available"
+      t.text :notes
+      t.timestamps
+    end
+    add_index :hr_lite_assets, :status
+    add_index :hr_lite_assets, :serial_number, unique: true,
+              where: "serial_number IS NOT NULL"
+    add_check_constraint :hr_lite_assets,
+                         "status IN ('available', 'assigned', 'returned', 'lost', 'damaged', 'retired')",
+                         name: "hr_lite_assets_status_check"
+
+    # Append-only: who had it, when, and what state it came back in. Editing
+    # an assignment away is how a missing laptop stops being anybody's.
+    create_table :hr_lite_asset_assignments do |t|
+      t.references :asset, null: false, index: true,
+                   foreign_key: { to_table: :hr_lite_assets, on_delete: :cascade }
+      t.bigint :user_id, null: false
+      t.date :assigned_on, null: false
+      t.date :returned_on
+      t.string :condition_note
+      t.bigint :assigned_by_id
+      t.timestamps
+    end
+    add_index :hr_lite_asset_assignments, %i[user_id returned_on]
+    # One live holder at a time — two open assignments means the asset is in
+    # two places, which it is not.
+    add_index :hr_lite_asset_assignments, :asset_id,
+              unique: true, where: "returned_on IS NULL",
+              name: "index_hr_lite_asset_assignments_one_live_per_asset"
+
+    create_table :hr_lite_checklist_templates do |t|
+      # onboarding | offboarding
+      t.string :kind, null: false
+      t.string :title, null: false
+      t.integer :position, null: false, default: 0
+      # Which permission the person who ticks it should hold — IT hands back
+      # a laptop, HR collects a document, and neither should be the other.
+      t.string :owner_permission
+      # Days from the joining or leaving date this is due.
+      t.integer :due_offset_days, null: false, default: 0
+      t.boolean :active, null: false, default: true
+      t.timestamps
+    end
+    add_index :hr_lite_checklist_templates, %i[kind position]
+    add_check_constraint :hr_lite_checklist_templates, "kind IN ('onboarding', 'offboarding')",
+                         name: "hr_lite_checklist_templates_kind_check"
+
+    create_table :hr_lite_checklist_items do |t|
+      t.bigint :user_id, null: false
+      t.references :template, index: true,
+                   foreign_key: { to_table: :hr_lite_checklist_templates, on_delete: :nullify }
+      t.string :kind, null: false
+      t.string :title, null: false
+      t.date :due_on
+      t.datetime :completed_at
+      t.bigint :completed_by_id
+      t.string :note
+      t.timestamps
+    end
+    add_index :hr_lite_checklist_items, %i[user_id kind completed_at]
+  end
+end

data/lib/hr_lite/permissions.rb

@@ -56,6 +56,9 @@ module HrLite
       "hr_request.manage" => [ "Help desk", "Answer and assign HR requests" ],
       "policy.view" => [ "Policies", "Read published policies" ],
       "policy.manage" => [ "Policies", "Write, publish and re-issue policies" ],
+      "asset.view" => [ "Assets", "See company assets and who holds them" ],
+      "asset.manage" => [ "Assets", "Assign and take back company assets" ],
+      "checklist.manage" => [ "Lifecycle", "Work through joining and leaving checklists" ],
       "settings.manage" => [ "Administration", "Change company settings, offices and policy" ],
       "audit.view" => [ "Administration", "Read the audit trail" ],
       "audit.view_money" => [ "Administration", "Read audit rows about pay, appraisals and promotions" ],

data/lib/hr_lite/role_seeds.rb

@@ -19,7 +19,7 @@ module HrLite
           "profile.view" => "self", "appraisal.view" => "self",
           "resignation.view" => "self", "document.view" => "self", "tax.view" => "self",
           "expense.claim" => "self", "benefit.view" => "self",
-          "hr_request.raise" => "self", "policy.view" => "all"
+          "hr_request.raise" => "self", "policy.view" => "all", "asset.view" => "self"
         }
       },
       Role::MANAGER => {
@@ -40,7 +40,8 @@ module HrLite
           "appraisal.view" => "self", "resignation.view" => "all",
           "document.view" => "all", "tax.view" => "self",
           "expense.claim" => "self", "benefit.view" => "all", "benefit.manage" => "all",
-          "hr_request.raise" => "self", "hr_request.manage" => "all", "policy.view" => "all"
+          "hr_request.raise" => "self", "hr_request.manage" => "all", "policy.view" => "all",
+          "asset.view" => "all", "asset.manage" => "all", "checklist.manage" => "all"
         }
       },
       Role::FINANCE => {
@@ -65,7 +66,8 @@ module HrLite
           "resignation.view" => "all", "resignation.manage" => "all",
           "settings.manage" => "all", "audit.view" => "all", "payroll.view" => "self",
           "document.view" => "all", "expense.approve" => "all", "benefit.manage" => "all",
-          "hr_request.manage" => "all", "policy.view" => "all", "policy.manage" => "all"
+          "hr_request.manage" => "all", "policy.view" => "all", "policy.manage" => "all",
+          "asset.view" => "all", "asset.manage" => "all", "checklist.manage" => "all"
         }
       },
       Role::SUPER_ADMIN => {

data/lib/hr_lite/version.rb

@@ -1,3 +1,3 @@
 module HrLite
-  VERSION = "0.12.0"
+  VERSION = "0.14.0"
 end

data/lib/tasks/hr_lite_tasks.rake

@@ -5,7 +5,8 @@ namespace :hr_lite do
     require "hr_lite/role_seeds"
     require "hr_lite/statutory_seeds"
     created = HrLite::Seeds.run! + HrLite::RoleSeeds.call + HrLite::StatutorySeeds.call +
-              HrLite::SalaryComponent.seed_defaults!
+              HrLite::SalaryComponent.seed_defaults! +
+              HrLite::ChecklistTemplate.seed_defaults!
     puts created.any? ? "hr_lite:seed created: #{created.join(', ')}" : "hr_lite:seed — nothing to do"
   end
 

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: hr_lite
 version: !ruby/object:Gem::Version
-  version: 0.12.0
+  version: 0.14.0
 platform: ruby
 authors:
 - kshitiz sinha
@@ -56,13 +56,17 @@ files:
 - app/assets/stylesheets/hr_lite/application.css
 - app/assets/stylesheets/hr_lite/hr_lite.css
 - app/controllers/hr_lite/admin/appraisals_controller.rb
+- app/controllers/hr_lite/admin/assets_controller.rb
 - app/controllers/hr_lite/admin/attendances_controller.rb
 - app/controllers/hr_lite/admin/audit_logs_controller.rb
 - app/controllers/hr_lite/admin/base_controller.rb
+- app/controllers/hr_lite/admin/checklists_controller.rb
 - app/controllers/hr_lite/admin/comp_off_requests_controller.rb
 - app/controllers/hr_lite/admin/designation_changes_controller.rb
 - app/controllers/hr_lite/admin/employees_controller.rb
+- app/controllers/hr_lite/admin/expenses_controller.rb
 - app/controllers/hr_lite/admin/holidays_controller.rb
+- app/controllers/hr_lite/admin/hr_requests_controller.rb
 - app/controllers/hr_lite/admin/leadership_controller.rb
 - app/controllers/hr_lite/admin/leave_balances_controller.rb
 - app/controllers/hr_lite/admin/leave_requests_controller.rb
@@ -71,6 +75,7 @@ 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 +88,20 @@ 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
@@ -116,10 +125,14 @@ files:
 - app/models/hr_lite/approval_delegation.rb
 - app/models/hr_lite/approval_flow.rb
 - app/models/hr_lite/approval_step.rb
+- app/models/hr_lite/asset.rb
+- app/models/hr_lite/asset_assignment.rb
 - app/models/hr_lite/attendance_record.rb
 - app/models/hr_lite/audit_log.rb
 - app/models/hr_lite/benefit.rb
 - app/models/hr_lite/benefit_enrolment.rb
+- app/models/hr_lite/checklist_item.rb
+- app/models/hr_lite/checklist_template.rb
 - app/models/hr_lite/comp_off_request.rb
 - app/models/hr_lite/designation_change.rb
 - app/models/hr_lite/document.rb
@@ -173,9 +186,12 @@ files:
 - app/views/hr_lite/admin/appraisals/_form.html.erb
 - app/views/hr_lite/admin/appraisals/edit.html.erb
 - app/views/hr_lite/admin/appraisals/new.html.erb
+- app/views/hr_lite/admin/assets/index.html.erb
+- app/views/hr_lite/admin/assets/new.html.erb
 - app/views/hr_lite/admin/attendances/index.html.erb
 - app/views/hr_lite/admin/attendances/show.html.erb
 - app/views/hr_lite/admin/audit_logs/index.html.erb
+- app/views/hr_lite/admin/checklists/index.html.erb
 - app/views/hr_lite/admin/comp_off_requests/index.html.erb
 - app/views/hr_lite/admin/comp_off_requests/show.html.erb
 - app/views/hr_lite/admin/designation_changes/new.html.erb
@@ -184,7 +200,10 @@ files:
 - app/views/hr_lite/admin/employees/index.html.erb
 - app/views/hr_lite/admin/employees/new.html.erb
 - app/views/hr_lite/admin/employees/show.html.erb
+- app/views/hr_lite/admin/expenses/index.html.erb
 - app/views/hr_lite/admin/holidays/index.html.erb
+- app/views/hr_lite/admin/hr_requests/index.html.erb
+- app/views/hr_lite/admin/hr_requests/show.html.erb
 - app/views/hr_lite/admin/leave_balances/index.html.erb
 - app/views/hr_lite/admin/leave_requests/index.html.erb
 - app/views/hr_lite/admin/leave_requests/show.html.erb
@@ -202,6 +221,8 @@ 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 +243,7 @@ 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 +253,14 @@ 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 +270,8 @@ 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
@@ -291,6 +320,7 @@ files:
 - db/migrate/20260818002627_create_hr_lite_payroll_components_and_loans.rb
 - db/migrate/20260818003616_create_hr_lite_documents_and_declarations.rb
 - db/migrate/20260818004707_create_hr_lite_employee_services.rb
+- db/migrate/20260818010401_create_hr_lite_assets_and_onboarding.rb
 - lib/generators/hr_lite/install/install_generator.rb
 - lib/generators/hr_lite/install/templates/AFTER_INSTALL
 - lib/generators/hr_lite/install/templates/initializer.rb