hr_lite 0.16.0 → 0.19.0

data/app/models/hr_lite/leave_balance.rb

@@ -63,7 +63,8 @@ module HrLite
       # each — and the admin balances grid reads this cell for every employee
       # times every leave type.
       calendar = WorkingCalendar.new(range)
-      requests.sum { |request| LeaveDayCounter.count(request, calendar: calendar) }
+      # Loss-of-pay days (beyond paid_days) never drew on the balance.
+      requests.sum { |request| [ LeaveDayCounter.count(request, calendar: calendar), request.paid_days ].compact.min }
     end
 
     def available(as_of: Date.current)

data/app/models/hr_lite/leave_request.rb

@@ -40,6 +40,26 @@ module HrLite
       leave_type.paid
     end
 
+    # Days this request would take past the balance — the loss of pay
+    # approving it today would fix, or did fix once approved. 0 for unlimited types.
+    def days_beyond_balance
+      return 0 if leave_type.unlimited?
+      return paid_days ? LeaveDayCounter.count(self) - paid_days : 0 if approved?
+
+      [ LeaveDayCounter.count(self) - covered_by(balance.available(as_of: start_date)), 0 ].max
+    end
+
+    # Unpaid share (0, 0.5 or 1) of `date`: the balance covered the leave's
+    # EARLIEST working days (paid_days of them), so the rest are loss of pay.
+    def unpaid_on(date)
+      return 0 if paid_days.nil?
+
+      @leave_calendar ||= WorkingCalendar.new(start_date..end_date)
+      through = LeaveDayCounter.count_range(start_date: start_date, end_date: date, half_day: half_day,
+                                            calendar: @leave_calendar)
+      (through - paid_days).clamp(0, half_day ? BigDecimal("0.5") : 1)
+    end
+
     # --- transitions -------------------------------------------------------
 
     # With a flow configured this is ONE RUNG: the request becomes `approved`
@@ -47,9 +67,10 @@ module HrLite
     # the flow is not waiting on, such as HR overriding — the first approval
     # settles it, exactly as before.
     #
-    # Returns false (leaving the request pending) when the balance no longer
-    # covers it; the re-check runs inside the row lock so two concurrent
-    # approvals cannot overdraw one balance.
+    # Days beyond the balance are approved as loss of pay (paid_days); only
+    # comp-off returns false (still pending) when its credit no longer covers
+    # it. The balance is read inside the row lock, so two concurrent
+    # approvals cannot both spend it.
     def approve!(actor:, note: nil)
       return record_routed_decision!(actor, note, :approved) if awaiting?(actor)
 
@@ -132,15 +153,20 @@ module HrLite
     def approve_outright!(actor:, note:)
       insufficient = false
       transition!("approved", actor, note) do
+        next if leave_type.unlimited?
+
         # Serialize on the BALANCE row. `transition!`'s own lock is on this
         # request, and two pending requests are two different rows — so both
         # approvals could read the same untouched balance and overdraw it.
-        LeaveBalance.lock_for(user, leave_type, LeaveYear.key_for(start_date)) unless leave_type.unlimited?
+        # As of start_date: the same date the create-time check uses.
+        covered = covered_by(LeaveBalance.lock_for(user, leave_type, LeaveYear.key_for(start_date)).available(as_of: start_date))
+        next if LeaveDayCounter.count(self) <= covered
 
-        if insufficient_balance_now?
+        if leave_type.comp_off
           insufficient = true
           raise ActiveRecord::Rollback
         end
+        self.paid_days = covered
       end
       return false if insufficient
 
@@ -195,24 +221,17 @@ module HrLite
           "type" => leave_type.code,
           "dates" => date_range_label,
           "days" => days_count&.to_s("F"),
+          "paid_days" => paid_days&.to_s("F"),
           "note" => note.presence
         }.compact
       )
     end
 
-    # This request is still pending here, so balance.used excludes it:
-    # approving is valid iff the request fits the remaining balance.
-    def insufficient_balance_now?
-      return false if leave_type.unlimited?
-
-      # Same as-of date the create-time check used. Reading it as of TODAY
-      # meant a request validated against the balance it would have on the
-      # leave dates could never be approved on a monthly-accrual type.
-      LeaveDayCounter.count(self) > balance.available(as_of: start_date)
-    end
-
     def recorded_by_hr? = created_by_id.present? && created_by_id != user_id
 
+    # The balance covers whole half-days only, never less than nothing.
+    def covered_by(available) = [ (BigDecimal(available.to_s) * 2).floor / BigDecimal(2), 0 ].max
+
     # Recorded leave is approved in the same transaction, so there is nothing
     # left for a flow to route.
     def open_approval_route = pending? && super
@@ -310,9 +329,11 @@ module HrLite
       errors.add(:base, "Attendance is marked in this period") if punched.exists?
     end
 
+    # Only comp-off is refused past its balance: it is earned credit, never
+    # borrowed. Any other type's excess becomes loss of pay at approval.
     def sufficient_balance
       return unless start_date && end_date && leave_type
-      return if leave_type.unlimited? || errors.any?
+      return if leave_type.unlimited? || !leave_type.comp_off || errors.any?
 
       if LeaveDayCounter.count(self) > balance.available(as_of: start_date)
         errors.add(:base, "Not enough #{leave_type.name} balance")

data/app/models/hr_lite/payroll_line_item.rb

@@ -18,6 +18,8 @@ module HrLite
     validate :period_is_first_of_month
     validate :amount_is_positive
     validate :period_is_not_already_paid, on: :create
+    # Removing a line from a paid month rewrites a settled payslip just the same.
+    before_destroy { throw :abort if paid_month? }
 
     scope :for_month, ->(month) { where(period_month: month) }
 
@@ -47,11 +49,11 @@ module HrLite
     # TDS projector reads.
     def period_is_not_already_paid
       return if user_id.nil? || period_month.nil?
-
-      settled = SalarySlip.settled.exists?(user_id: user_id, period_month: period_month)
-      return unless settled
+      return unless paid_month?
 
       errors.add(:period_month, "has already been paid — put this on the next open month")
     end
+
+    def paid_month? = SalarySlip.settled.exists?(user_id: user_id, period_month: period_month)
   end
 end

data/app/models/hr_lite/payroll_run.rb

@@ -96,7 +96,23 @@ module HrLite
         audit!("payroll.published", actor, "slips" => salary_slips.count)
       end
 
-      slips = salary_slips.includes(:user).to_a
+      # config.slip_release_day holds the employee notice until the slip opens
+      # (SalarySlip.released); leadership still hears at publish.
+      day = HrLite.config.slip_release_day
+      release_at = day && period_month.next_month.change(day: day).in_time_zone(HrLite.config.time_zone)
+      if release_at&.future?
+        notify_slips_ready(employees: false)
+        SlipsReadyJob.set(wait_until: release_at).perform_later(self)
+      else
+        notify_slips_ready
+      end
+      true
+    end
+
+    # "Your salary slip is ready". SlipsReadyJob sends the employee half on
+    # the release day, without repeating the leadership copy.
+    def notify_slips_ready(employees: true, leadership: true)
+      slips = employees ? salary_slips.includes(:user).to_a : []
       # Everyone is emailed — a final settlement matters most to the person who
       # has left — but a bell is only useful to someone who can still sign in,
       # and offboarding revokes that. Sending one pointed at a page they cannot
@@ -111,9 +127,9 @@ module HrLite
         body: "Open Earthly HR to view or download it.",
         path: "/salary_slips",
         bell_to: slips.reject { |slip| exited.include?(slip.user_id) }.map(&:user),
-        email_to: slips.map(&:user)
+        email_to: slips.map(&:user),
+        skip_leadership: !leadership
       )
-      true
     end
 
     # Ruby-side aggregates (amounts are encrypted — no SQL sums).

data/app/models/hr_lite/regularization_request.rb

@@ -21,7 +21,7 @@ module HrLite
       validate :no_approved_leave_conflict
     end
 
-    after_create :notify_requested
+    after_create :self_fix_or_notify
 
     scope :pending, -> { where(status: "pending") }
     scope :recent_first, -> { order(date: :desc, id: :desc) }
@@ -39,6 +39,27 @@ module HrLite
       AttendanceRecord.find_by(user_id: user_id, date: date)
     end
 
+    # config.self_regularization: a missed punch on a recent working day, under
+    # the weekly cap, is fixed by the employee without HR. A real punch, or a
+    # day HR already decided or rejected, stays HR's call.
+    def self_fixable?
+      rule = HrLite.config.self_regularization
+      return false unless rule && date >= Date.current - rule[:within_days] && WorkingCalendar.new(date..date).working_day?(date)
+
+      day = punch
+      fills_gap = (check_in_at.nil? || !day&.check_in_at) &&
+                  (check_out_at.nil? || !day&.check_out_at || day.regularization_note == AttendanceRecord::AUTO_CHECKOUT_NOTE)
+      fills_gap && !day&.regularized? && !self.class.exists?(user_id: user_id, date: date, status: "rejected") &&
+        self_fixes_left.positive?
+    end
+
+    # Self-fixes the user still has in this ticket's Mon–Sun week.
+    def self_fixes_left
+      week = date.beginning_of_week(:monday)..date.end_of_week(:monday)
+      used = self.class.where(user_id: user_id, decided_by_id: user_id, status: "approved", date: week).count
+      HrLite.config.self_regularization[:per_week] - used
+    end
+
     # --- transitions -------------------------------------------------------
 
     # Applies the proposed times to the day's record (creating it if the
@@ -47,7 +68,7 @@ module HrLite
     # A merge that would produce a nonsense record (checkout before the
     # existing check-in, or a checkout with no check-in at all) raises
     # InvalidMerge with the real story so the admin knows what to fix.
-    def approve!(actor:, note: nil)
+    def approve!(actor:, note: nil, notify: true)
       transition!("approved", actor, note) do
         # Re-checked at approval, not only at create: leave can be approved for
         # that day while the ticket waits in the queue, and DayStatus ranks
@@ -64,7 +85,8 @@ module HrLite
           raise InvalidMerge, "the day has no check-in — the ticket needs a check-in time too"
         end
 
-        record.status = "present" if record.status.blank?
+        # Lifts only the close job's half day; one HR set on purpose stays.
+        record.status = "present" if record.status.blank? || record.regularization_note == AttendanceRecord::AUTO_CHECKOUT_NOTE
         record.regularized_by_id = actor.id
         record.regularized_at = Time.current
         record.regularization_note = "Ticket ##{id}: #{reason}"
@@ -75,7 +97,12 @@ module HrLite
           action: "regularize", subject: record, actor: actor,
           changes: { "date" => record.date.to_s, "ticket" => id, "note" => reason }
         )
+        # A slip computed before this fix still counts the old day; a recompute clears the note.
+        run = PayrollRun.find_by(period_month: date.beginning_of_month, status: "review")
+        run&.update!(warnings: run.warnings + [ "#{HrLite.display_name(user)}'s attendance on #{date.strftime('%d %b')} " \
+                                               "was fixed after compute — recompute" ])
       end
+      return true unless notify # self-fix: the flash and the audit row are the trail
 
       Notifications.publish(
         "regularization.approved",
@@ -174,6 +201,16 @@ module HrLite
       errors.add(:date, "is covered by your approved leave — cancel the leave first") if leave.exists?
     end
 
+    # A self-fix approve! can't merge (e.g. no check-in yet) -> an ordinary ticket.
+    def self_fix_or_notify
+      user.lock! if HrLite.config.self_regularization # one user's tickets at once can't both spend the last fix
+      return approve!(actor: user, note: "Self-fixed", notify: false) if self_fixable?
+
+      notify_requested
+    rescue InvalidMerge
+      notify_requested
+    end
+
     def notify_requested
       Notifications.publish(
         "regularization.requested",

data/app/models/hr_lite/salary_slip.rb

@@ -18,6 +18,12 @@ module HrLite
     before_save :ensure_run_editable
 
     scope :published, -> { joins(:payroll_run).where(hr_lite_payroll_runs: { status: "published" }) }
+    # What an employee may open: published, and with config.slip_release_day
+    # only from that day of the next month (day 10: October's slip on 10 Nov).
+    scope :released, ->(on: Date.current) {
+      day = HrLite.config.slip_release_day
+      day ? published.where(period_month: ..(on - (day - 1)).beginning_of_month.prev_month) : published
+    }
     # What counts as already paid for tax-to-date. A finalized run is money
     # already decided; waiting for publication made the next month's TDS
     # projection read those earnings as zero.

data/app/services/hr_lite/attendance_summary.rb

@@ -2,7 +2,8 @@ module HrLite
   # Month roll-up per user — the payroll contract. Exact math per date:
   #
   #   holiday / weekend / present / paid full-day leave  -> payable +1
-  #   unpaid full-day leave (LWP) / absent               -> lop +1
+  #   unpaid full-day leave (LWP, or a paid-type day beyond the balance —
+  #     LeaveRequest#unpaid_on) / absent                 -> lop +1
   #   half-day punch (no leave)                          -> payable +0.5, lop +0.5
   #   half-day PAID leave: leave half payable; other half payable if
   #     punched, else lop (unpaid half-day leave: leave half is lop too)
@@ -54,13 +55,11 @@ module HrLite
           summary[:payable_days] += BigDecimal("0.5")
           summary[:lop_days] += BigDecimal("0.5")
         when :leave
-          if day.leave.paid?
-            summary[:paid_leave] += 1
-            summary[:payable_days] += 1
-          else
-            summary[:unpaid_leave] += 1
-            summary[:lop_days] += 1
-          end
+          unpaid = day.leave.paid? ? day.leave.unpaid_on(date) : 1
+          summary[:paid_leave] += 1 - unpaid
+          summary[:payable_days] += 1 - unpaid
+          summary[:unpaid_leave] += unpaid
+          summary[:lop_days] += unpaid
         when :half_day_leave
           apply_half_day_leave(summary, day)
         when :upcoming
@@ -77,13 +76,11 @@ module HrLite
     def self.apply_half_day_leave(summary, day)
       half = BigDecimal("0.5")
 
-      if day.leave.paid?
-        summary[:paid_leave] += half
-        summary[:payable_days] += half
-      else
-        summary[:unpaid_leave] += half
-        summary[:lop_days] += half
-      end
+      unpaid = day.leave.paid? ? day.leave.unpaid_on(day.leave.start_date) : half
+      summary[:paid_leave] += half - unpaid
+      summary[:payable_days] += half - unpaid
+      summary[:unpaid_leave] += unpaid
+      summary[:lop_days] += unpaid
 
       if day.record&.check_in_at
         summary[:present] += half

data/app/services/hr_lite/overview_query.rb

@@ -30,8 +30,11 @@ module HrLite
       AttendanceRecord.for_date(@date).flagged.includes(:user)
     end
 
+    # AttendanceCloseJob fills check_out_at, so the days it closed count too.
     def missing_checkout_yesterday
-      AttendanceRecord.for_date(@date - 1).missing_checkout.includes(:user)
+      yesterday = AttendanceRecord.for_date(@date - 1)
+      yesterday.missing_checkout.or(yesterday.where(regularization_note: AttendanceRecord::AUTO_CHECKOUT_NOTE))
+               .includes(:user)
     end
 
     def kpis

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

@@ -0,0 +1,65 @@
+<% content_for(:page_title) { "Benefits" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Benefits</h1>
+  <div class="hrl-page__actions">
+    <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_admin_benefit_path %>">Add benefit</a>
+  </div>
+</div>
+
+<% if @benefits.none? %>
+  <section class="hrl-card"><p class="hrl-card--empty">No benefits yet — add one, then enrol people here.</p></section>
+<% end %>
+<% people = HrLite.active_employees.map { |u| [ hr_display_name(u), u.id ] } %>
+<% @benefits.each do |benefit| %>
+  <section class="hrl-card">
+    <h2 class="hrl-card__title"><%= benefit.name %></h2>
+    <p class="hrl-small hrl-muted">
+      <%= benefit.kind.humanize %><%= " · #{benefit.provider}" if benefit.provider.present? %>
+      · cover <%= hrl_money(benefit.coverage) %>
+    </p>
+    <%= form_with url: hr_lite.enrol_admin_benefit_path(benefit), method: :post, local: true do %>
+      <div class="hrl-field">
+        <%= label_tag "enrol_user_#{benefit.id}", "Employee" %>
+        <%= select_tag :user_id, options_for_select(people), id: "enrol_user_#{benefit.id}" %>
+      </div>
+      <div class="hrl-field">
+        <%= label_tag "enrol_on_#{benefit.id}", "Covered from" %>
+        <%= date_field_tag :enrolled_on, Date.current, id: "enrol_on_#{benefit.id}" %>
+      </div>
+      <div class="hrl-field">
+        <%= label_tag "enrol_dependants_#{benefit.id}", "Dependants covered" %>
+        <%= number_field_tag :dependants, 0, min: 0, id: "enrol_dependants_#{benefit.id}" %>
+      </div>
+      <div class="hrl-form-actions"><%= submit_tag "Enrol", class: "hrl-btn hrl-btn--primary" %></div>
+    <% end %>
+  </section>
+<% end %>
+
+<% if @enrolments.any? %>
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">Enrolled</h2>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Who</th><th>Benefit</th><th>Since</th><th>Dependants</th><th></th></tr></thead>
+        <tbody>
+          <% @enrolments.each do |enrolment| %>
+            <tr>
+              <td data-label="Who"><%= hr_display_name(enrolment.user) %></td>
+              <td data-label="Benefit"><%= enrolment.benefit.name %></td>
+              <td data-label="Since"><%= enrolment.enrolled_on.strftime("%d %b %Y") %></td>
+              <td data-label="Dependants" class="hrl-num"><%= enrolment.dependants %></td>
+              <td data-label="">
+                <%= form_with url: hr_lite.unenrol_admin_benefit_path(enrolment.benefit), method: :post do %>
+                  <%= hidden_field_tag :user_id, enrolment.user_id %>
+                  <%= date_field_tag :ended_on, Date.current, class: "hrl-input", "aria-label": "Last day of cover" %>
+                  <%= submit_tag "End cover", class: "hrl-btn" %>
+                <% end %>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+    <%= hrl_pagination %>
+  </section>
+<% end %>

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

@@ -0,0 +1,37 @@
+<% content_for(:page_title) { "Add benefit" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Add benefit</h1></div>
+
+<section class="hrl-card">
+  <%= form_with model: @benefit, url: hr_lite.admin_benefits_path, method: :post, local: true do |f| %>
+    <%= render "hr_lite/shared/form_errors", record: @benefit %>
+    <div class="hrl-field"><%= f.label :name %><%= f.text_field :name %></div>
+    <div class="hrl-field">
+      <%= f.label :kind %>
+      <%= f.select :kind, HrLite::Benefit::KINDS.map { |k| [ k.humanize, k ] } %>
+    </div>
+    <div class="hrl-field"><%= f.label :provider, "Provider (optional)" %><%= f.text_field :provider %></div>
+    <div class="hrl-field">
+      <%= f.label :policy_number, "Policy number (optional)" %>
+      <%= f.text_field :policy_number %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :coverage, "Cover (₹)" %>
+      <%= f.text_field :coverage, value: @benefit.coverage&.to_s("F"), inputmode: "decimal" %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :employer_premium, "Premium the company pays (₹)" %>
+      <%= f.text_field :employer_premium, value: @benefit.employer_premium&.to_s("F"), inputmode: "decimal" %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :employee_premium, "Premium the employee pays (₹)" %>
+      <%= f.text_field :employee_premium, value: @benefit.employee_premium&.to_s("F"), inputmode: "decimal" %>
+    </div>
+    <div class="hrl-field"><%= f.label :effective_from, "Starts" %><%= f.date_field :effective_from %></div>
+    <div class="hrl-field"><%= f.label :expires_on, "Expires" %><%= f.date_field :expires_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_benefits_path %>">Cancel</a>
+    </div>
+  <% end %>
+</section>

data/app/views/hr_lite/admin/expense_categories/_form.html.erb

@@ -0,0 +1,16 @@
+<section class="hrl-card">
+  <%= form_with model: expense_category, url: url, method: method, local: true do |f| %>
+    <%= render "hr_lite/shared/form_errors", record: expense_category %>
+    <div class="hrl-field"><%= f.label :name %><%= f.text_field :name %></div>
+    <div class="hrl-field">
+      <%= f.label :monthly_cap, "Monthly cap per person (₹, blank = no cap)" %>
+      <%= f.number_field :monthly_cap, step: 0.01, min: 0, value: expense_category.monthly_cap&.to_s("F") %>
+    </div>
+    <div class="hrl-field hrl-field--check"><%= f.check_box :receipt_required %><%= f.label :receipt_required, "Receipt required" %></div>
+    <div class="hrl-field hrl-field--check"><%= f.check_box :active %><%= f.label :active, "Active (offered on the claim form)" %></div>
+    <div class="hrl-form-actions">
+      <%= f.submit "Save", class: "hrl-btn hrl-btn--primary" %>
+      <a class="hrl-btn" href="<%= hr_lite.admin_expense_categories_path %>">Cancel</a>
+    </div>
+  <% end %>
+</section>

data/app/views/hr_lite/admin/expense_categories/edit.html.erb

@@ -0,0 +1,3 @@
+<% content_for(:page_title) { "Edit expense category" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Edit <%= @expense_category.name %></h1></div>
+<%= render "form", expense_category: @expense_category, url: hr_lite.admin_expense_category_path(@expense_category), method: :patch %>

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

@@ -0,0 +1,30 @@
+<% content_for(:page_title) { "Expense categories" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Expense categories</h1>
+  <div class="hrl-page__actions">
+    <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_admin_expense_category_path %>">Add category</a>
+  </div>
+</div>
+
+<section class="hrl-card">
+  <% if @expense_categories.any? %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Name</th><th>Monthly cap</th><th>Receipt</th><th>Active</th><th></th></tr></thead>
+        <tbody>
+          <% @expense_categories.each do |category| %>
+            <tr>
+              <td data-label="Name"><%= category.name %></td>
+              <td data-label="Monthly cap" class="hrl-num"><%= category.uncapped? ? "No cap" : hrl_money(category.monthly_cap) %></td>
+              <td data-label="Receipt"><%= category.receipt_required ? "Required" : "Optional" %></td>
+              <td data-label="Active"><%= category.active ? "Yes" : "No" %></td>
+              <td data-label=""><a class="hrl-small" href="<%= hr_lite.edit_admin_expense_category_path(category) %>">Edit</a></td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  <% else %>
+    <p class="hrl-card--empty">No categories yet — nobody can file an expense claim until one exists.</p>
+  <% end %>
+</section>

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

@@ -0,0 +1,3 @@
+<% content_for(:page_title) { "Add expense category" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Add expense category</h1></div>
+<%= render "form", expense_category: @expense_category, url: hr_lite.admin_expense_categories_path, method: :post %>

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

@@ -3,6 +3,8 @@
   <h1 class="hrl-page__title">Team leave balances <%= HrLite::LeaveYear.label(@year) %></h1>
 </div>
 
+<%= render "hr_lite/admin/shared/approvals_tabs", active: :balances %>
+
 <section class="hrl-card">
   <div class="hrl-table-wrap">
     <table class="hrl-table">
@@ -24,6 +26,7 @@
   </div>
 </section>
 
+<% if hr_can?("leave.manage", scope: :team) %>
 <section class="hrl-card">
   <h2 class="hrl-card__title">Adjust a balance</h2>
   <p class="hrl-small hrl-muted">Positive credits (comp-off), negative debits. Fully audited.</p>
@@ -56,3 +59,4 @@
     </div>
   <% end %>
 </section>
+<% end %>

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

@@ -9,12 +9,19 @@
     <%= render "hr_lite/shared/form_errors", record: @request %>
     <div class="hrl-field">
       <%= label_tag :employee_code, "Employee (type a name or code)" %>
-      <%= text_field_tag :employee_code, params[:employee_code], list: "hrl-employees", required: true, autocomplete: "off" %>
+      <%= text_field_tag :employee_code, params[:employee_code], list: "hrl-employees", required: true, autocomplete: "off", placeholder: "Start typing a name or code…" %>
       <datalist id="hrl-employees">
         <% @people.each do |p| %>
           <option value="<%= p.employee_code %>"><%= hr_display_name(p.user) %></option>
         <% end %>
       </datalist>
+      <p class="hrl-small hrl-muted">Someone missing? Only people with an HR profile are listed.
+        <% if hr_leadership? %>
+          <a href="<%= hr_lite.admin_employees_path %>">Set up their profile</a>
+        <% else %>
+          Ask leadership to set up their HR profile.
+        <% end %>
+      </p>
     </div>
     <div class="hrl-field">
       <%= f.label :leave_type_id, "Type" %>

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

@@ -18,6 +18,9 @@
     <% unless @request.leave_type.unlimited? %>
       <dt>Balance</dt>
       <dd><%= @balance.available.to_f %> of <%= @balance.entitled.to_f %> available</dd>
+      <% if (@request.pending? || @request.approved?) && (short = @request.days_beyond_balance).positive? %>
+        <dt>Loss of pay</dt><dd><%= short.to_s("F") %> day(s) beyond the balance will be unpaid</dd>
+      <% end %>
     <% end %>
     <% if @request.decision_note.present? %><dt>Decision note</dt><dd><%= @request.decision_note %></dd><% end %>
   </dl>

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

@@ -35,5 +35,6 @@
 <div class="hrl-row">
   <a class="hrl-btn" href="<%= hr_lite.admin_office_locations_path %>">Office locations</a>
   <a class="hrl-btn" href="<%= hr_lite.admin_holidays_path %>">Holidays</a>
+  <a class="hrl-btn" href="<%= hr_lite.admin_expense_categories_path %>">Expense categories</a>
   <a class="hrl-btn" href="<%= hr_lite.edit_admin_setting_path %>">Weekend policy</a>
 </div>

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

@@ -0,0 +1,47 @@
+<% content_for(:page_title) { "One-off pay items" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">One-off pay items</h1>
+  <div class="hrl-page__actions">
+    <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_admin_payroll_line_item_path(month: @month.strftime("%Y-%m")) %>">Add an item</a>
+  </div>
+</div>
+
+<section class="hrl-card">
+  <div class="hrl-row">
+    <a class="hrl-btn" href="<%= hr_lite.admin_payroll_line_items_path(month: (@month - 1.month).strftime("%Y-%m")) %>">&larr;</a>
+    <strong><%= @month.strftime("%B %Y") %></strong>
+    <a class="hrl-btn" href="<%= hr_lite.admin_payroll_line_items_path(month: (@month + 1.month).strftime("%Y-%m")) %>">&rarr;</a>
+  </div>
+  <p class="hrl-muted hrl-small">
+    Payroll reads these when the month's run is computed. Add them before
+    computing, or recompute the run while it is still in review.
+  </p>
+</section>
+
+<section class="hrl-card">
+  <% if @items.empty? %>
+    <p class="hrl-muted">Nothing added for <%= @month.strftime("%B %Y") %>.</p>
+  <% else %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Person</th><th>Item</th><th>Amount</th><th>Note</th><th></th></tr></thead>
+        <tbody>
+          <% @items.each do |item| %>
+            <tr>
+              <td data-label="Person"><%= hr_display_name(item.user) %></td>
+              <td data-label="Item"><%= item.component.label %> (<%= item.component.kind %>)</td>
+              <td data-label="Amount" class="hrl-num"><%= hrl_money(item.amount) %></td>
+              <td data-label="Note"><%= item.note %></td>
+              <td data-label="">
+                <%= button_to "Remove", hr_lite.admin_payroll_line_item_path(item),
+                      method: :delete, class: "hrl-btn hrl-btn--danger",
+                      form: { data: { turbo_confirm: "Remove this item?" } } %>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  <% end %>
+  <%= hrl_pagination %>
+</section>