hr_lite 0.13.0 → 0.15.0

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/loans/index.html.erb

@@ -0,0 +1,43 @@
+<% content_for(:page_title) { "Loans" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Loans &amp; advances</h1>
+  <div class="hrl-page__actions">
+    <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_admin_loan_path %>">Record a loan</a>
+  </div>
+</div>
+
+<section class="hrl-card">
+  <p>Outstanding across every active loan: <strong><%= hrl_money(@outstanding) %></strong></p>
+  <div class="hrl-row">
+    <% HrLite::Loan::STATUSES.each do |status| %>
+      <a class="hrl-btn <%= "hrl-btn--primary" if @status == status %>"
+         href="<%= hr_lite.admin_loans_path(status: status) %>"><%= status.humanize %></a>
+    <% end %>
+  </div>
+</section>
+
+<section class="hrl-card">
+  <% if @loans.empty? %>
+    <p class="hrl-muted">Nothing <%= @status %>.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Person</th><th>Principal</th><th>Instalment</th><th>Outstanding</th><th></th></tr></thead>
+        <tbody>
+          <% @loans.each do |loan| %>
+            <tr>
+              <td data-label="Person"><%= hr_display_name(loan.user) %></td>
+              <td data-label="Principal" class="hrl-num"><%= hrl_money(loan.principal) %></td>
+              <td data-label="Instalment" class="hrl-num"><%= hrl_money(loan.monthly_instalment) %></td>
+              <td data-label="Outstanding" class="hrl-num"><%= hrl_money(loan.outstanding) %></td>
+              <td data-label="">
+                <a class="hrl-small" href="<%= hr_lite.admin_loan_path(loan) %>">Open</a>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  <% end %>
+  <%= hrl_pagination %>
+</section>

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

@@ -0,0 +1,39 @@
+<% content_for(:page_title) { "Record a loan" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Record a loan</h1></div>
+
+<section class="hrl-card">
+  <p class="hrl-muted hrl-small">
+    The instalment comes out of the payslip automatically from the month it
+    starts, and stops on its own when the balance runs out — the last
+    instalment is whatever is left, not a full one.
+  </p>
+  <%= form_with model: @loan, url: hr_lite.admin_loans_path, method: :post, local: true do |f| %>
+    <%= render "hr_lite/shared/form_errors", record: @loan %>
+    <div class="hrl-field">
+      <%= f.label :user_id, "Employee" %>
+      <%= f.select :user_id, options_for_select(HrLite.employees.map { |u| [ hr_display_name(u), u.id ] },
+                                                @loan.user_id) %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :principal, "Amount lent (₹)" %>
+      <%= f.text_field :principal, value: @loan.principal&.to_s("F"), inputmode: "decimal" %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :monthly_instalment, "Monthly deduction (₹)" %>
+      <%= f.text_field :monthly_instalment, value: @loan.monthly_instalment&.to_s("F"),
+                       inputmode: "decimal" %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :starts_on, "First deduction in" %>
+      <%= f.date_field :starts_on %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :reason, "What it is for (optional)" %>
+      <%= f.text_field :reason %>
+    </div>
+    <div class="hrl-form-actions">
+      <%= f.submit "Record", class: "hrl-btn hrl-btn--primary" %>
+      <a class="hrl-btn" href="<%= hr_lite.admin_loans_path %>">Cancel</a>
+    </div>
+  <% end %>
+</section>

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

@@ -0,0 +1,52 @@
+<% content_for(:page_title) { hr_display_name(@loan.user) } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title"><%= hr_display_name(@loan.user) %> — <%= hrl_money(@loan.principal) %></h1>
+</div>
+
+<section class="hrl-card">
+  <div class="hrl-table-wrap">
+    <table class="hrl-table hrl-table--stack">
+      <tbody>
+        <tr><td data-label="Status"><%= @loan.status.humanize %></td></tr>
+        <tr><td data-label="Monthly instalment"><%= hrl_money(@loan.monthly_instalment) %></td></tr>
+        <tr><td data-label="Starts"><%= @loan.starts_on.strftime("%b %Y") %></td></tr>
+        <tr><td data-label="Repaid"><%= hrl_money(@loan.repaid) %></td></tr>
+        <tr><td data-label="Outstanding"><strong><%= hrl_money(@loan.outstanding) %></strong></td></tr>
+        <% if @loan.reason.present? %><tr><td data-label="Reason"><%= @loan.reason %></td></tr><% end %>
+      </tbody>
+    </table>
+  </div>
+
+  <% if @loan.active? %>
+    <div class="hrl-row">
+      <%= button_to "Close (stop deductions)", hr_lite.close_admin_loan_path(@loan),
+            method: :post, class: "hrl-btn",
+            form: { data: { turbo_confirm: "Stop deducting? The outstanding balance stays on record." } } %>
+      <%= button_to "Cancel", hr_lite.cancel_admin_loan_path(@loan),
+            method: :post, class: "hrl-btn hrl-btn--danger",
+            form: { data: { turbo_confirm: "Cancel this loan entirely?" } } %>
+    </div>
+  <% end %>
+</section>
+
+<section class="hrl-card">
+  <h2 class="hrl-card__title">Deducted so far</h2>
+  <% repayments = @loan.loan_repayments.sort_by(&:period_month).reverse %>
+  <% if repayments.empty? %>
+    <p class="hrl-muted">Nothing deducted yet.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Month</th><th>Amount</th></tr></thead>
+        <tbody>
+          <% repayments.each do |r| %>
+            <tr>
+              <td data-label="Month"><%= r.period_month.strftime("%b %Y") %></td>
+              <td data-label="Amount" class="hrl-num"><%= hrl_money(r.amount) %></td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  <% end %>
+</section>

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

@@ -0,0 +1,37 @@
+<% content_for(:page_title) { "Tax declarations" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Tax declarations</h1></div>
+
+<section class="hrl-card">
+  <div class="hrl-row">
+    <% HrLite::TaxDeclaration::STATUSES.each do |status| %>
+      <a class="hrl-btn <%= "hrl-btn--primary" if @status == status %>"
+         href="<%= hr_lite.admin_tax_declarations_path(status: status) %>"><%= status.humanize %></a>
+    <% end %>
+  </div>
+</section>
+
+<section class="hrl-card">
+  <% if @declarations.empty? %>
+    <p class="hrl-muted">Nothing <%= @status %>.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Person</th><th>Year</th><th>Regime</th><th>Claimed</th><th></th></tr></thead>
+        <tbody>
+          <% @declarations.each do |declaration| %>
+            <tr>
+              <td data-label="Person"><%= hr_display_name(declaration.user) %></td>
+              <td data-label="Year"><%= declaration.label %></td>
+              <td data-label="Regime"><%= declaration.regime.humanize %></td>
+              <td data-label="Claimed" class="hrl-num"><%= hrl_money(declaration.declared_total) %></td>
+              <td data-label="">
+                <a class="hrl-small" href="<%= hr_lite.admin_tax_declaration_path(declaration) %>">Check</a>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  <% end %>
+  <%= hrl_pagination %>
+</section>

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

@@ -0,0 +1,54 @@
+<% content_for(:page_title) { hr_display_name(@declaration.user) } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">
+    <%= hr_display_name(@declaration.user) %> — <%= @declaration.label %>
+  </h1>
+</div>
+
+<section class="hrl-card">
+  <p>
+    Regime: <strong><%= @declaration.regime.humanize %></strong> ·
+    Status: <%= hrl_request_status_badge(@declaration.status == "verified" ? "approved" : @declaration.status) %>
+  </p>
+  <p class="hrl-muted hrl-small">
+    Until this is verified, payroll deducts against what was CLAIMED — making
+    somebody overpay tax all year because paperwork is slow is its own kind of
+    wrong. Once verified, only the amounts you enter below count.
+  </p>
+</section>
+
+<%= form_with model: @declaration, url: hr_lite.admin_tax_declaration_path(@declaration),
+              method: :patch, scope: :tax_declaration, local: true do |f| %>
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">What the proof supports</h2>
+    <%= f.fields_for :tax_declaration_items do |item| %>
+      <div class="hrl-field">
+        <%= item.label :verified_amount, item.object.section_label %>
+        <span class="hrl-small hrl-muted">
+          Claimed <%= hrl_money(item.object.declared_amount) %>
+          <%= "— #{item.object.label}" if item.object.label.present? %>
+        </span>
+        <%= item.text_field :verified_amount,
+              value: item.object.verified_amount&.to_s("F"), inputmode: "decimal",
+              placeholder: "Verified amount" %>
+      </div>
+    <% end %>
+    <div class="hrl-form-actions">
+      <%= f.submit "Record amounts", class: "hrl-btn" %>
+    </div>
+  </section>
+<% end %>
+
+<section class="hrl-card">
+  <h2 class="hrl-card__title">Decide</h2>
+  <%= button_to "Verify", hr_lite.verify_admin_tax_declaration_path(@declaration),
+        method: :post, class: "hrl-btn hrl-btn--primary" %>
+  <%= form_with url: hr_lite.reject_admin_tax_declaration_path(@declaration),
+                method: :post, local: true do %>
+    <div class="hrl-field">
+      <%= label_tag :note, "What is missing (required to send back)" %>
+      <%= text_field_tag :note %>
+    </div>
+    <%= submit_tag "Send back", class: "hrl-btn" %>
+  <% end %>
+</section>

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

@@ -0,0 +1,84 @@
+<% content_for(:page_title) { "My documents" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">My documents</h1></div>
+
+<% if @expiring.any? %>
+  <section class="hrl-card hrl-card--warn">
+    <h2 class="hrl-card__title">Expiring soon</h2>
+    <ul>
+      <% @expiring.each do |doc| %>
+        <li><%= doc.title %> — <%= doc.expired? ? "expired" : "expires" %>
+          <%= doc.expires_on.strftime("%d %b %Y") %></li>
+      <% end %>
+    </ul>
+  </section>
+<% end %>
+
+<section class="hrl-card">
+  <h2 class="hrl-card__title">Upload a document</h2>
+  <%= form_with model: @document, url: hr_lite.documents_path, method: :post, local: true do |f| %>
+    <%= render "hr_lite/shared/form_errors", record: @document %>
+    <div class="hrl-field">
+      <%= f.label :category %>
+      <%= f.select :category,
+            options_for_select(HrLite::Document::SENSITIVE_CATEGORIES.map { |c| [ c.humanize, c ] } +
+                               [ [ "Offer letter", "offer_letter" ], [ "Certificate", "certificate" ],
+                                 [ "Other", "other" ] ], @document.category) %>
+    </div>
+    <div class="hrl-field"><%= f.label :title %><%= f.text_field :title %></div>
+    <div class="hrl-field">
+      <%= f.label :reference_number, "Document number (optional)" %>
+      <%= f.text_field :reference_number %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :expires_on, "Expires on (optional — we will remind you)" %>
+      <%= f.date_field :expires_on %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :file, "File (PDF or image, up to 10 MB)" %>
+      <%= f.file_field :file %>
+    </div>
+    <div class="hrl-form-actions"><%= f.submit "Upload", class: "hrl-btn hrl-btn--primary" %></div>
+  <% end %>
+</section>
+
+<section class="hrl-card">
+  <h2 class="hrl-card__title">On file</h2>
+  <% if @documents.empty? %>
+    <p class="hrl-muted">Nothing uploaded yet.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Document</th><th>Expires</th><th>Checked</th><th></th></tr></thead>
+        <tbody>
+          <% @documents.each do |doc| %>
+            <tr>
+              <td data-label="Document">
+                <strong><%= doc.title %></strong>
+                <div class="hrl-small hrl-muted"><%= doc.category.humanize %></div>
+              </td>
+              <td data-label="Expires">
+                <%= doc.expires_on ? doc.expires_on.strftime("%d %b %Y") : "—" %>
+              </td>
+              <td data-label="Checked">
+                <%= hrl_request_status_badge(doc.verification == "verified" ? "approved" : doc.verification) %>
+                <% if doc.verification_note.present? %>
+                  <div class="hrl-small hrl-muted"><%= doc.verification_note %></div>
+                <% end %>
+              </td>
+              <td data-label="">
+                <% if doc.file.attached? %>
+                  <a class="hrl-small" href="<%= hr_lite.download_document_path(doc) %>">Open</a>
+                <% end %>
+                <% unless doc.verified? %>
+                  <%= button_to "Remove", hr_lite.document_path(doc), method: :delete,
+                        class: "hrl-btn",
+                        form: { data: { turbo_confirm: "Remove #{doc.title}?" } } %>
+                <% end %>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  <% end %>
+</section>

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

@@ -0,0 +1,52 @@
+<% content_for(:page_title) { "My loans" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Loans &amp; advances</h1></div>
+
+<% if @loans.empty? %>
+  <section class="hrl-card"><p class="hrl-muted">You have no loans or salary advances.</p></section>
+<% else %>
+  <section class="hrl-card">
+    <p>Outstanding across everything: <strong><%= hrl_money(@outstanding) %></strong></p>
+  </section>
+
+  <% @loans.each do |loan| %>
+    <section class="hrl-card">
+      <h2 class="hrl-card__title">
+        <%= hrl_money(loan.principal) %>
+        <span class="hrl-badge <%= "hrl-badge--muted" unless loan.active? %>"><%= loan.status.humanize %></span>
+      </h2>
+      <% if loan.reason.present? %><p class="hrl-muted"><%= loan.reason %></p><% end %>
+      <div class="hrl-table-wrap">
+        <table class="hrl-table hrl-table--stack">
+          <tbody>
+            <tr><td data-label="Monthly instalment"><%= hrl_money(loan.monthly_instalment) %></td></tr>
+            <tr><td data-label="Repaid so far"><%= hrl_money(loan.repaid) %></td></tr>
+            <tr><td data-label="Outstanding"><strong><%= hrl_money(loan.outstanding) %></strong></td></tr>
+            <tr>
+              <td data-label="Next deduction">
+                <% amount = loan.instalment_for(@next_month) %>
+                <%= amount.positive? ? "#{hrl_money(amount)} in #{@next_month.strftime('%b %Y')}" : "—" %>
+              </td>
+            </tr>
+          </tbody>
+        </table>
+      </div>
+
+      <% if loan.loan_repayments.any? %>
+        <h3 class="hrl-card__title">Already deducted</h3>
+        <div class="hrl-table-wrap">
+          <table class="hrl-table hrl-table--stack">
+            <thead><tr><th>Month</th><th>Amount</th></tr></thead>
+            <tbody>
+              <% loan.loan_repayments.sort_by(&:period_month).reverse.each do |r| %>
+                <tr>
+                  <td data-label="Month"><%= r.period_month.strftime("%b %Y") %></td>
+                  <td data-label="Amount" class="hrl-num"><%= hrl_money(r.amount) %></td>
+                </tr>
+              <% end %>
+            </tbody>
+          </table>
+        </div>
+      <% end %>
+    </section>
+  <% end %>
+<% end %>

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

@@ -0,0 +1,68 @@
+<% content_for(:page_title) { "Tax declaration" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Tax declaration — <%= @declaration.label %></h1>
+</div>
+
+<section class="hrl-card">
+  <p class="hrl-muted hrl-small">
+    Your whole year's TDS is projected from these numbers, so a declaration
+    filed in April spreads the tax evenly instead of landing it in March.
+    Claim what you intend to invest; HR records what the proof supports when
+    you hand it over.
+  </p>
+  <p>
+    Status: <%= hrl_request_status_badge(@declaration.status == "verified" ? "approved" : @declaration.status) %>
+    <% if @declaration.note.present? %>
+      <span class="hrl-small hrl-muted">— <%= @declaration.note %></span>
+    <% end %>
+  </p>
+</section>
+
+<%= form_with model: @declaration, url: hr_lite.tax_declaration_path, method: :patch,
+              scope: :tax_declaration, local: true do |f| %>
+  <%= render "hr_lite/shared/form_errors", record: @declaration %>
+
+  <section class="hrl-card">
+    <div class="hrl-field">
+      <%= f.label :regime, "Tax regime" %>
+      <%= f.select :regime, [ [ "New regime (lower rates, no deductions)", "new" ],
+                              [ "Old regime (deductions apply)", "old" ] ] %>
+      <span class="hrl-small hrl-muted">
+        The deductions below only reduce tax under the old regime.
+      </span>
+    </div>
+  </section>
+
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">What you are claiming</h2>
+    <%= f.fields_for :tax_declaration_items do |item| %>
+      <div class="hrl-field">
+        <%= item.hidden_field :section %>
+        <%= item.label :declared_amount, item.object.section_label %>
+        <%= item.text_field :declared_amount,
+              value: item.object.declared_amount&.to_s("F"), inputmode: "decimal" %>
+        <%= item.text_field :label, placeholder: "What it is (optional)" %>
+        <% if item.object.persisted? && item.object.verified_amount %>
+          <span class="hrl-small hrl-muted">
+            HR verified <%= hrl_money(item.object.verified_amount) %>
+          </span>
+        <% end %>
+      </div>
+    <% end %>
+    <p>Total claimed: <strong><%= hrl_money(@declaration.declared_total) %></strong></p>
+    <div class="hrl-form-actions">
+      <%= f.submit "Save draft", class: "hrl-btn hrl-btn--primary" %>
+    </div>
+  </section>
+<% end %>
+
+<% if @declaration.persisted? && (@declaration.draft? || @declaration.rejected?) %>
+  <section class="hrl-card">
+    <p class="hrl-muted hrl-small">
+      Submitting locks it for HR to check. They can send it back if the proof
+      does not match.
+    </p>
+    <%= button_to "Submit to HR", hr_lite.submit_tax_declaration_path,
+          method: :post, class: "hrl-btn hrl-btn--primary" %>
+  </section>
+<% end %>

data/config/routes.rb

@@ -30,6 +30,13 @@ HrLite::Engine.routes.draw do
     member { post :acknowledge }
   end
   resources :benefits, only: :index
+  resources :documents, only: %i[index create destroy] do
+    member { get :download }
+  end
+  resource :tax_declaration, only: %i[show update], controller: "tax_declarations" do
+    post :submit
+  end
+  resources :loans, only: :index
   get "team", to: "team#show"
   get "org", to: "org#show"
   resources :holidays, only: :index
@@ -61,7 +68,29 @@ 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 :documents, only: :index do
+      member { post :verify; post :reject }
+    end
+    get "documents/for/:user_id", to: "documents#show", as: :employee_documents
+    resources :tax_declarations, only: %i[index show update] do
+      member { post :verify; post :reject }
+    end
+    resources :loans, only: %i[index new create show] do
+      member { post :close; post :cancel }
+    end
     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 = "0.13.0"
+  VERSION = "0.15.0"
 end