hr_lite 0.16.0 → 0.19.0

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

@@ -0,0 +1,42 @@
+<% content_for(:page_title) { "Add a pay item" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Add a pay item</h1></div>
+
+<section class="hrl-card">
+  <p class="hrl-muted hrl-small">
+    A bonus, incentive, arrears, reimbursement or one-time deduction on one
+    month's payslip. Payroll picks it up when that month's run is computed —
+    add it first, or recompute the run while it is in review. A month that
+    has already been paid is refused.
+  </p>
+  <%= form_with model: @item, url: hr_lite.admin_payroll_line_items_path, method: :post, local: true do |f| %>
+    <%= render "hr_lite/shared/form_errors", record: @item %>
+    <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 ] },
+                                                @item.user_id) %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :component_id, "Item" %>
+      <%# Loan repayment is left out: finalize books that line against the person's loans. %>
+      <%= f.select :component_id,
+                   HrLite::SalaryComponent.active.ordered.where.not(code: "loan_repayment")
+                                          .map { |c| [ "#{c.label} (#{c.kind})", c.id ] } %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :period_month, "Month" %>
+      <%= f.month_field :period_month, value: @item.period_month&.strftime("%Y-%m") %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :amount, "Amount (₹)" %>
+      <%= f.text_field :amount, value: @item.amount&.to_s("F"), inputmode: "decimal" %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :note, "Note (optional)" %>
+      <%= f.text_field :note %>
+    </div>
+    <div class="hrl-form-actions">
+      <%= f.submit "Add", class: "hrl-btn hrl-btn--primary" %>
+      <a class="hrl-btn" href="<%= hr_lite.admin_payroll_line_items_path(month: @item.period_month&.strftime("%Y-%m")) %>">Cancel</a>
+    </div>
+  <% end %>
+</section>

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

@@ -2,6 +2,7 @@
 <div class="hrl-page__head">
   <h1 class="hrl-page__title">Payroll — <%= @run.label %></h1>
   <div class="hrl-page__actions">
+    <a class="hrl-btn" href="<%= hr_lite.admin_payroll_line_items_path(month: @run.period_month.strftime("%Y-%m")) %>">One-off items</a>
     <a class="hrl-btn" href="<%= hr_lite.admin_payroll_runs_path %>">All runs</a>
   </div>
 </div>

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

@@ -14,7 +14,11 @@
     <div class="hrl-field hrl-field--check"><%= f.check_box :esi_applicable %><%= f.label :esi_applicable, "ESI applicable (auto-exempt above gross ceiling)" %></div>
     <div class="hrl-field">
       <%= f.label :pt_state, "Professional tax state" %>
-      <%= f.select :pt_state, HrLite::StatutoryRateCard.for(Date.current)[:pt].keys.map { |s| [ s.humanize, s ] } %>
+      <%# A stored rate card carries no PT (slabs live in their own table), so list those states too. %>
+      <% pt_states = [ HrLite::ProfessionalTaxSlab::NO_LEVY, structure.pt_state ] |
+                     HrLite::ProfessionalTaxSlab.distinct.order(:state).pluck(:state) |
+                     HrLite::StatutoryRateCard.for(Date.current)[:pt].keys %>
+      <%= f.select :pt_state, pt_states.map { |s| [ s.humanize, s ] } %>
     </div>
     <div class="hrl-field"><%= f.label :notes %><%= f.text_area :notes %></div>
     <div class="hrl-form-actions">

data/app/views/hr_lite/admin/shared/_approvals_tabs.html.erb

@@ -1,4 +1,4 @@
-<%# locals: active (:leaves | :comp_off | :regularizations) %>
+<%# locals: active (:leaves | :comp_off | :regularizations | :balances) %>
 <div class="hrl-row" style="margin-bottom:.85rem;">
   <a class="hrl-btn <%= 'hrl-btn--primary' if active == :leaves %>"
      href="<%= hr_lite.admin_leave_requests_path %>">Leaves</a>
@@ -8,4 +8,6 @@
   <a class="hrl-btn <%= 'hrl-btn--primary' if active == :regularizations %>"
      href="<%= hr_lite.admin_regularization_requests_path %>">Regularization
     <% if (n = HrLite::RegularizationRequest.pending.count).positive? %><span class="hrl-badge hrl-badge--warn"><%= n %></span><% end %></a>
+  <a class="hrl-btn <%= 'hrl-btn--primary' if active == :balances %>"
+     href="<%= hr_lite.admin_leave_balances_path %>">Balances</a>
 </div>

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

@@ -2,7 +2,11 @@
 <div class="hrl-page__head">
   <h1 class="hrl-page__title">My leaves</h1>
   <div class="hrl-page__actions">
+    <a class="hrl-btn" href="<%= hr_lite.leave_balances_path %>">Balances</a>
     <a class="hrl-btn" href="<%= hr_lite.comp_off_requests_path %>">Comp-off</a>
+    <% if hr_can?("leave.approve", scope: :team) %>
+      <a class="hrl-btn" href="<%= hr_lite.new_admin_leave_request_path %>">Record leave for someone</a>
+    <% end %>
     <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_leave_request_path %>">Apply</a>
   </div>
 </div>

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

@@ -4,6 +4,7 @@
 </div>
 
 <%= render "hr_lite/leave_requests/balance_chips" %>
+<p class="hrl-small hrl-muted">Days beyond your balance are unpaid (loss of pay), cut from that month's salary.</p>
 
 <section class="hrl-card">
   <%= form_with model: @request, url: hr_lite.leave_requests_path, local: true do |f| %>

data/app/views/hr_lite/regularization_requests/new.html.erb

@@ -6,6 +6,9 @@
 <section class="hrl-card">
   <%= form_with model: @request, url: hr_lite.regularization_requests_path, scope: :regularization_request, local: true do |f| %>
     <%= render "hr_lite/shared/form_errors", record: @request %>
+    <% if (rule = HrLite.config.self_regularization) %>
+      <p class="hrl-small hrl-muted">A missed punch on a working day from today back to <%= rule[:within_days] %> days ago is fixed as soon as you submit, up to <%= rule[:per_week] %> times a week. Anything else goes to HR as a ticket.</p>
+    <% end %>
     <div class="hrl-field">
       <%= f.label :date, "Which day needs fixing?" %>
       <%= f.date_field :date, value: @request.date&.strftime("%Y-%m-%d"), max: Date.current %>

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

@@ -24,6 +24,6 @@
     </div>
     <%= hrl_pagination %>
   <% else %>
-    <p class="hrl-card--empty">No published salary slips yet.</p>
+    <p class="hrl-card--empty">No published salary slips yet.<% if (day = HrLite.config.slip_release_day) %> Each month's slip opens on the <%= day.ordinalize %> of the next month.<% end %></p>
   <% end %>
 </section>

data/app/views/layouts/hr_lite/application.html.erb

@@ -30,10 +30,10 @@
           <%= hrl_nav_link(item) %>
         <% end %>
 
-        <% if hr_admin? || hr_leadership? %>
+        <% if hr_admin? || hr_leadership? || hr_can?("expense.approve", scope: :team) %>
           <span class="hrl-side__group">Manage</span>
           <% hrl_nav_items(HrLite::ApplicationHelper::ADMIN_NAV_ITEMS).each do |item| %>
-            <%= hrl_nav_link(item) %>
+            <%= hrl_nav_link(item) if item[:if] || hr_admin? || hr_leadership? %>
           <% end %>
         <% end %>
 
@@ -100,10 +100,10 @@
         <% rest.each do |item| %>
           <%= hrl_nav_link(item) %>
         <% end %>
-        <% if hr_admin? || hr_leadership? %>
+        <% if hr_admin? || hr_leadership? || hr_can?("expense.approve", scope: :team) %>
           <span class="hrl-side__group">Manage</span>
           <% hrl_nav_items(HrLite::ApplicationHelper::ADMIN_NAV_ITEMS).each do |item| %>
-            <%= hrl_nav_link(item) %>
+            <%= hrl_nav_link(item) if item[:if] || hr_admin? || hr_leadership? %>
           <% end %>
         <% end %>
         <% if hr_leadership? || hr_superadmin? %>
@@ -125,6 +125,7 @@
 
   <%= javascript_include_tag "hr_lite/confirm", defer: true %>
   <%= javascript_include_tag "hr_lite/mention", defer: true %>
+  <%= javascript_include_tag "hr_lite/nav", defer: true %>
   <%= yield :scripts %>
 </body>
 </html>

data/config/routes.rb

@@ -91,11 +91,15 @@ HrLite::Engine.routes.draw do
     resources :assets, only: %i[index new create] do
       member { post :assign; post :take_back }
     end
+    resources :benefits, only: %i[index new create] do
+      member { post :enrol; post :unenrol }
+    end
     resources :checklists, only: :index do
       member { post :complete; post :reopen }
     end
     resources :leave_types, except: :show
     resources :office_locations, except: :show
+    resources :expense_categories, except: %i[show destroy]
     resources :holidays, only: %i[index create update destroy] do
       collection { post :bulk_create }
     end
@@ -119,6 +123,7 @@ HrLite::Engine.routes.draw do
         get :register
       end
     end
+    resources :payroll_line_items, only: %i[index new create destroy]
     resources :salary_slips, only: %i[show update]
     resource :setting, only: %i[edit update]
     resources :audit_logs, only: :index

data/db/migrate/20260929081109_add_paid_days_to_hr_lite_leave_requests.rb

@@ -0,0 +1,5 @@
+class AddPaidDaysToHrLiteLeaveRequests < ActiveRecord::Migration[8.1]
+  def change
+    add_column :hr_lite_leave_requests, :paid_days, :decimal, precision: 4, scale: 1
+  end
+end

data/lib/hr_lite/configuration.rb

@@ -14,7 +14,7 @@ module HrLite
                   # the HR shell; nil (default) shows nothing.
                   :notifications
 
-    attr_reader :leave_year_start_month
+    attr_reader :leave_year_start_month, :slip_release_day, :self_regularization
 
     # Misconfiguration must fail at boot, not as production 500s on every
     # balance screen. Accepts "7" (ENV-friendly) and validates 1..12.
@@ -27,6 +27,24 @@ module HrLite
       @leave_year_start_month = month
     end
 
+    # nil = an employee sees a slip the moment it is published; 10 = the
+    # October slip opens on 10 November. 1..28 so every month has that day.
+    def slip_release_day=(value)
+      day = value.presence && Integer(value)
+      raise ArgumentError, "slip_release_day must be 1..28 or nil, got #{value.inspect}" if day && !(1..28).cover?(day)
+
+      @slip_release_day = day
+    end
+
+    # nil = only HR fixes a missed punch. { within_days: 2, per_week: 2 } = an
+    # employee may fix their own day for 2 days after it, at most 2 a week.
+    def self_regularization=(value)
+      ok = value.nil? || (value.is_a?(Hash) && %i[within_days per_week].all? { |k| value[k].is_a?(Integer) && value[k].positive? })
+      raise ArgumentError, "self_regularization must be nil or { within_days:, per_week: } (positive integers), got #{value.inspect}" unless ok
+
+      @self_regularization = value
+    end
+
     # 0.1.0 pre-release name for public_url_base; kept as an alias so early
     # adopters' initializers don't break.
     alias_method :mail_link_base, :public_url_base
@@ -67,6 +85,8 @@ module HrLite
       @notification_matrix   = nil # resolved lazily to Notifications::DEFAULT_MATRIX
       @back_link             = nil # optional {label:, url:} for the shell nav
       @leave_year_start_month = 1  # 1 = calendar year; 7 = July–June leave year
+      @slip_release_day       = nil # e.g. 10 = slips open on the 10th of the next month
+      @self_regularization    = nil # e.g. { within_days: 2, per_week: 2 } — employees fix their own missed punch
 
       # Leadership onboarding/offboarding. onboard_user must return a saved
       # user record (default: create on user_class with whatever of

data/lib/hr_lite/notifications.rb

@@ -18,6 +18,8 @@ module HrLite
       "leave.cancelled"       => { bell: true,  email: false, leadership_email: true,  leadership_bell: false },
       "attendance.flagged"    => { bell: true,  email: false, leadership_email: false, leadership_bell: false },
       "attendance.regularized" => { bell: true, email: true,  leadership_email: true,  leadership_bell: false },
+      "attendance.missed_check_in"  => { bell: true, email: true, leadership_email: false, leadership_bell: false },
+      "attendance.missed_check_out" => { bell: true, email: true, leadership_email: false, leadership_bell: false },
       "payroll.finalized"     => { bell: false, email: false, leadership_email: true,  leadership_bell: true  },
       "payroll.published"     => { bell: true,  email: true,  leadership_email: true,  leadership_bell: false },
       "kudos.mentioned"       => { bell: true,  email: true,  leadership_email: false, leadership_bell: false },
@@ -48,7 +50,7 @@ module HrLite
       "resignation.accepted"  => { bell: true,  email: true,  leadership_email: true,  leadership_bell: false },
       "resignation.withdrawn" => { bell: true,  email: false, leadership_email: true,  leadership_bell: false },
       "employee.onboarded"    => { bell: true,  email: true,  leadership_email: true,  leadership_bell: false },
-      "payroll.draft_ready"   => { bell: false, email: false, leadership_email: true,  leadership_bell: true  },
+      "payroll.draft_ready"   => { bell: true,  email: true,  leadership_email: false, leadership_bell: false },
       "leave.team_notice"     => { bell: true,  email: false, leadership_email: false, leadership_bell: false },
       "comp_off.requested"    => { bell: true,  email: false, leadership_email: true,  leadership_bell: true  },
       "comp_off.approved"     => { bell: true,  email: true,  leadership_email: true,  leadership_bell: false },
@@ -73,8 +75,10 @@ module HrLite
       # employee-scoped path ("Your appraisal has been shared", /appraisals/7):
       # fanned out verbatim, leadership read them as being about themselves and
       # followed a link their own scope 404s or resolves to their own record.
+      # `skip_leadership:` is for a delayed employee half of an event whose
+      # leadership copy already went out.
       def publish(event, title:, body: nil, path: nil, bell_to: [], email_to: [], lines: [],
-                  diff: nil, link_url: nil, leadership: {})
+                  diff: nil, link_url: nil, leadership: {}, skip_leadership: false)
         row = matrix[event.to_s]
         unless row
           Rails.logger.warn("[hr_lite] unknown notification event #{event}")
@@ -87,6 +91,8 @@ module HrLite
 
         deliver_bells(event, row, bell_to, title, body, path)
         deliver_emails(row, email_to, title, body, path, lines, link_url)
+        return if skip_leadership
+
         deliver_leadership_email(event, row, lead_title, lead_body, lead_path, lines, diff)
         deliver_leadership_bells(event, row, bell_to, lead_title, lead_body, lead_path)
         nil

data/lib/hr_lite/version.rb

@@ -1,3 +1,3 @@
 module HrLite
-  VERSION = "0.16.0"
+  VERSION = "0.19.0"
 end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: hr_lite
 version: !ruby/object:Gem::Version
-  version: 0.16.0
+  version: 0.19.0
 platform: ruby
 authors:
 - kshitiz sinha
@@ -67,6 +67,7 @@ files:
 - app/assets/javascripts/hr_lite/confirm.js
 - app/assets/javascripts/hr_lite/geo_punch.js
 - app/assets/javascripts/hr_lite/mention.js
+- app/assets/javascripts/hr_lite/nav.js
 - app/assets/javascripts/hr_lite/print.js
 - app/assets/stylesheets/hr_lite/application.css
 - app/assets/stylesheets/hr_lite/hr_lite.css
@@ -75,11 +76,13 @@ files:
 - 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/benefits_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/documents_controller.rb
 - app/controllers/hr_lite/admin/employees_controller.rb
+- app/controllers/hr_lite/admin/expense_categories_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
@@ -90,6 +93,7 @@ files:
 - app/controllers/hr_lite/admin/loans_controller.rb
 - app/controllers/hr_lite/admin/office_locations_controller.rb
 - app/controllers/hr_lite/admin/overview_controller.rb
+- app/controllers/hr_lite/admin/payroll_line_items_controller.rb
 - app/controllers/hr_lite/admin/payroll_runs_controller.rb
 - app/controllers/hr_lite/admin/policies_controller.rb
 - app/controllers/hr_lite/admin/regularization_requests_controller.rb
@@ -133,10 +137,12 @@ files:
 - app/helpers/hr_lite/application_helper.rb
 - app/jobs/hr_lite/application_job.rb
 - app/jobs/hr_lite/approval_escalation_job.rb
+- app/jobs/hr_lite/attendance_close_job.rb
 - app/jobs/hr_lite/daily_digest_job.rb
 - app/jobs/hr_lite/document_expiry_job.rb
 - app/jobs/hr_lite/leave_year_rollover_job.rb
 - app/jobs/hr_lite/payroll_auto_draft_job.rb
+- app/jobs/hr_lite/slips_ready_job.rb
 - app/mailers/hr_lite/application_mailer.rb
 - app/mailers/hr_lite/event_mailer.rb
 - app/models/concerns/hr_lite/approvable.rb
@@ -214,6 +220,8 @@ files:
 - 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/benefits/index.html.erb
+- app/views/hr_lite/admin/benefits/new.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
@@ -225,6 +233,10 @@ 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/expense_categories/_form.html.erb
+- app/views/hr_lite/admin/expense_categories/edit.html.erb
+- app/views/hr_lite/admin/expense_categories/index.html.erb
+- app/views/hr_lite/admin/expense_categories/new.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
@@ -245,6 +257,8 @@ files:
 - app/views/hr_lite/admin/office_locations/index.html.erb
 - app/views/hr_lite/admin/office_locations/new.html.erb
 - app/views/hr_lite/admin/overview/index.html.erb
+- app/views/hr_lite/admin/payroll_line_items/index.html.erb
+- app/views/hr_lite/admin/payroll_line_items/new.html.erb
 - app/views/hr_lite/admin/payroll_runs/index.html.erb
 - app/views/hr_lite/admin/payroll_runs/new.html.erb
 - app/views/hr_lite/admin/payroll_runs/show.html.erb
@@ -361,6 +375,7 @@ files:
 - db/migrate/20260818010401_create_hr_lite_assets_and_onboarding.rb
 - db/migrate/20260927100145_add_id_card_fields_to_hr_lite_employee_profiles.rb
 - db/migrate/20260927101031_add_created_by_id_to_hr_lite_leave_requests.rb
+- db/migrate/20260929081109_add_paid_days_to_hr_lite_leave_requests.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