hr_lite 0.14.0 → 0.16.0

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/policies/index.html.erb

@@ -0,0 +1,27 @@
+<% content_for(:page_title) { "Policies and announcements" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Policies and announcements</h1>
+  <div class="hrl-page__actions"><a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_admin_policy_path %>">Publish</a></div>
+</div>
+
+<section class="hrl-card">
+  <% if @policies.empty? %>
+    <p class="hrl-muted">Nothing published yet.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Title</th><th>Kind</th><th>In force</th><th>Still to acknowledge</th></tr></thead>
+        <tbody>
+          <% @policies.each do |policy| %>
+            <tr>
+              <td data-label="Title"><%= policy.title %> <span class="hrl-badge hrl-badge--muted">v<%= policy.version %></span></td>
+              <td data-label="Kind"><%= policy.announcement? ? "Announcement" : "Policy" %></td>
+              <td data-label="In force"><%= policy.effective_from.strftime("%d %b %Y") %></td>
+              <td data-label="Still to acknowledge"><%= policy.announcement? ? "—" : policy.outstanding_for.count %></td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  <% end %>
+</section>

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

@@ -0,0 +1,22 @@
+<% content_for(:page_title) { "Publish" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Publish a policy or announcement</h1>
+  <p class="hrl-page__sub">Every employee gets an email and a notification. Reusing a title publishes the next version and asks everyone again.</p>
+</div>
+
+<section class="hrl-card">
+  <%= form_with model: @policy, url: hr_lite.admin_policies_path, method: :post, local: true do |f| %>
+    <%= render "hr_lite/shared/form_errors", record: @policy %>
+    <div class="hrl-field"><%= f.label :title %><%= f.text_field :title, required: true %></div>
+    <div class="hrl-field"><%= f.label :body, "Text" %><%= f.text_area :body, rows: 10, required: true %></div>
+    <div class="hrl-field"><%= f.label :effective_from, "In force from" %><%= f.date_field :effective_from %></div>
+    <div class="hrl-field hrl-field--check">
+      <%= f.check_box :acknowledgement_required %>
+      <%= f.label :acknowledgement_required, "Policy — everyone must acknowledge it (untick for an announcement)" %>
+    </div>
+    <div class="hrl-form-actions">
+      <%= f.submit "Publish", class: "hrl-btn hrl-btn--primary" %>
+      <a class="hrl-btn" href="<%= hr_lite.admin_policies_path %>">Cancel</a>
+    </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/id_cards/show.html.erb

@@ -0,0 +1,86 @@
+<% content_for(:page_title) { "ID card" } %>
+<% company = HrLite.config.company.call %>
+<% brand = company[:brand].presence || company[:name].presence || "HR" %>
+<% own = @user == hr_current_user %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title"><%= own ? "My ID card" : "ID card — #{hr_display_name(@user)}" %></h1>
+</div>
+
+<% if @profile.nil? %>
+  <p class="hrl-card hrl-card--empty"><%= own ? "Your HR profile has not been set up yet, so there is no card to show." : "No HR profile yet." %></p>
+<% else %>
+  <% first, rest = hr_display_name(@user).to_s.split(" ", 2) %>
+  <div class="hrl-idcard-faces">
+    <div class="hrl-idcard-face">
+      <span class="hrl-idcard__label">FRONT</span>
+      <div class="hrl-idcard">
+        <div class="hrl-idcard__band">
+          <span class="hrl-idcard__slot"></span>
+          <span class="hrl-idcard__logo">
+            <% if company[:logo_url].present? %><img src="<%= company[:logo_url] %>" alt="<%= brand %>"><% else %><%= brand %><% end %>
+          </span>
+          <span class="hrl-idcard__kicker">EMPLOYEE IDENTITY CARD</span>
+        </div>
+        <div class="hrl-idcard__photo">
+          <% if @profile.photo.attached? %>
+            <img src="<%= Rails.application.routes.url_helpers.rails_blob_path(@profile.photo, disposition: "inline", only_path: true) %>" alt="<%= hr_display_name(@user) %>">
+          <% else %>
+            <span><%= hr_display_name(@user).to_s.scan(/\b[[:alpha:]]/).first(2).join.upcase %></span>
+          <% end %>
+        </div>
+        <div class="hrl-idcard__who">
+          <div class="hrl-idcard__name"><span class="hrl-idcard__green"><%= first %></span> <span class="hrl-idcard__blue"><%= rest %></span></div>
+          <div class="hrl-idcard__role"><%= @profile.designation %></div>
+        </div>
+        <dl class="hrl-idcard__facts">
+          <div><dt>EMPLOYEE ID</dt><dd><%= @profile.employee_code %></dd></div>
+          <div><dt>DEPARTMENT</dt><dd><%= @profile.department.presence || "—" %></dd></div>
+          <div><dt>BLOOD GROUP</dt><dd class="hrl-idcard__red"><%= @profile.blood_group.presence || "—" %></dd></div>
+          <div><dt>JOINED</dt><dd><%= @profile.date_of_joining.strftime("%b %Y") %></dd></div>
+        </dl>
+        <div class="hrl-idcard__strip"><span></span><span></span><span></span></div>
+      </div>
+    </div>
+
+    <div class="hrl-idcard-face">
+      <span class="hrl-idcard__label">BACK</span>
+      <div class="hrl-idcard hrl-idcard--back">
+        <span class="hrl-idcard__slot hrl-idcard__slot--back"></span>
+        <div class="hrl-idcard__title"><span class="hrl-idcard__green">Scan to</span> <span class="hrl-idcard__blue">Verify</span></div>
+        <div class="hrl-idcard__qr"><%= hrl_office_qr_svg(company, brand) %></div>
+        <div class="hrl-idcard__code"><%= @profile.employee_code %></div>
+        <div class="hrl-idcard__rows">
+          <div><span>Emergency contact</span><b><%= @profile.emergency_contact.presence || "—" %></b></div>
+          <hr>
+          <div><span>Issued</span><b><%= @issued_on&.strftime("%b %Y") || "Not yet issued" %></b></div>
+        </div>
+        <p class="hrl-idcard__note">This card is the property of <%= brand %>. If found, please return it to our office<%= " or call #{company[:phone]}" if company[:phone].present? %>.</p>
+        <div class="hrl-idcard__foot"><b><%= brand %></b><span>AUTHORISED SIGNATORY</span></div>
+      </div>
+    </div>
+  </div>
+
+  <div class="hrl-idcard-actions">
+    <button type="button" class="hrl-btn hrl-btn--primary" data-hrl-print>Print</button>
+    <% if own && @print_requested %>
+      <p class="hrl-small hrl-muted">Printed card requested on <%= @print_requested.to_date.strftime("%d %b %Y") %>.</p>
+    <% elsif own %>
+      <%= button_to "Request printed card", hr_lite.hr_requests_path, class: "hrl-btn",
+            params: { hr_request: { category: "id_card", subject: "Please print my ID card" } } %>
+    <% end %>
+    <% if own %>
+      <%= form_with url: hr_lite.id_card_photo_path, method: :patch, multipart: true, class: "hrl-row" do |f| %>
+        <div class="hrl-field">
+          <label for="photo">Change photo</label>
+          <%= f.file_field :photo, id: "photo", accept: HrLite::EmployeeProfile::PHOTO_TYPES.join(","), required: true %>
+          <p class="hrl-hint">Face centred, plain background. JPG, PNG or WebP, under <%= HrLite::EmployeeProfile::PHOTO_MAX_BYTES / 1.megabyte %> MB.</p>
+        </div>
+        <%= f.submit "Upload photo", class: "hrl-btn" %>
+      <% end %>
+    <% end %>
+  </div>
+<% end %>
+
+<% content_for :scripts do %>
+  <%= javascript_include_tag "hr_lite/print", defer: true %>
+<% end %>

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/shared/_bell.html.erb

@@ -0,0 +1,3 @@
+<% if (bell = HrLite.config.notifications&.call(hr_current_user)) %>
+  <a class="hrl-bell" href="<%= bell[:url] %>">Notifications<% if bell[:unread].to_i.positive? %> <span class="hrl-bell__count"><%= bell[:unread] %></span><% end %></a>
+<% 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/app/views/layouts/hr_lite/application.html.erb

@@ -56,6 +56,7 @@
 
       <div class="hrl-side__foot">
         <span class="hrl-side__user" title="<%= hr_current_user&.email %>"><%= hr_display_name(hr_current_user) %></span>
+        <%= render "hr_lite/shared/bell" %>
         <% if HrLite.config.back_link %>
           <a class="hrl-side__back" href="<%= HrLite.config.back_link[:url] %>"><%= HrLite.config.back_link[:label] %></a>
         <% end %>
@@ -71,6 +72,7 @@
             <%= company[:name].presence || "HR" %>
           <% end %>
         </a>
+        <%= render "hr_lite/shared/bell" %>
         <span class="hrl-appbar__user"><%= hr_display_name(hr_current_user) %></span>
       </header>
 

data/config/routes.rb

@@ -30,12 +30,21 @@ 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
   get "calendar", to: "calendar#show"
   resources :salary_slips, only: %i[index show]
   resource :employee_profile, only: :show, path: "profile"
+  patch "id_card/photo", to: "id_cards#photo", as: :id_card_photo
+  get "id_card(/:user_id)", to: "id_cards#show", as: :id_card
   resource :resignation, only: %i[show create], controller: "resignations" do
     post :withdraw
   end
@@ -43,9 +52,10 @@ HrLite::Engine.routes.draw do
   resources :appraisals, only: %i[index show]
 
   namespace :admin do
+    resources :policies, only: %i[index new create]
     get "overview", to: "overview#index"
     resources :attendances, only: %i[index show update], param: :user_id
-    resources :leave_requests, only: %i[index show] do
+    resources :leave_requests, only: %i[index show new create] do
       member { post :approve; post :reject; post :cancel }
     end
     resources :leave_balances, only: :index do
@@ -61,6 +71,16 @@ 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 }

data/db/migrate/20260927100145_add_id_card_fields_to_hr_lite_employee_profiles.rb

@@ -0,0 +1,6 @@
+class AddIdCardFieldsToHrLiteEmployeeProfiles < ActiveRecord::Migration[8.1]
+  def change
+    add_column :hr_lite_employee_profiles, :blood_group, :text
+    add_column :hr_lite_employee_profiles, :emergency_contact, :text
+  end
+end

data/db/migrate/20260927101031_add_created_by_id_to_hr_lite_leave_requests.rb

@@ -0,0 +1,5 @@
+class AddCreatedByIdToHrLiteLeaveRequests < ActiveRecord::Migration[8.1]
+  def change
+    add_column :hr_lite_leave_requests, :created_by_id, :integer, limit: 8
+  end
+end

data/lib/hr_lite/configuration.rb

@@ -9,7 +9,10 @@ module HrLite
                   :time_zone, :currency_symbol, :on_designation_change,
                   :leadership_emails, :extra_stylesheets, :superadmin_emails,
                   :mailer_from, :public_url_base, :notification_matrix, :back_link,
-                  :onboard_user, :offboard_user, :invite_url_for
+                  :onboard_user, :offboard_user, :invite_url_for,
+                  # ->(user) { { url:, unread: } } — shows a notifications link in
+                  # the HR shell; nil (default) shows nothing.
+                  :notifications
 
     attr_reader :leave_year_start_month