hr_lite 0.18.0 → 0.19.0

checksums.yaml

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data/CHANGELOG.md

@@ -7,6 +7,60 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [0.19.0] - 2026-09-30
+
+Each night closes the day. A missed check-out becomes a half day, and
+employees can fix a recent missed punch themselves. No migration.
+
+### Added
+
+- **`HrLite::AttendanceCloseJob`**, scheduled by the host each night (a run
+  before noon closes the previous day, so retries are safe). On a working
+  day it checks out every punch still open at the day's end (23:59), marks the
+  day `half_day` (payroll pays
+  half and counts half as loss of pay), and emails the employee. Anyone who
+  never checked in is emailed that the day is absent; no record is written.
+  Weekends, holidays and approved leave (full or half day) are skipped. Run it
+  once a day: a re-run emails the no-shows again.
+- **Self-fix.** With `config.self_regularization = { within_days:, per_week: }`,
+  a ticket that fills a missed punch on a working day, today or up to
+  `within_days` back, is approved as soon as the employee submits it, for up to
+  `per_week` days in a Monday–Sunday week. The punch is written the way an HR
+  approval writes it, with the usual audit row, and nobody is notified. Older
+  days, off days, fixes past the weekly limit, a change to a real punch, and a
+  day HR already regularized or rejected go to HR as ordinary tickets; the
+  flash says which happened. A check-out-only ticket for a day with no check-in
+  stays pending for HR.
+  `nil` (default) keeps HR as the only one who fixes punches. The ticket form
+  states the rule when it is on.
+- The Leaves page links "Record leave for someone" for anyone who can approve
+  leave.
+- The record-leave form says why somebody may be missing from the employee
+  list (no HR profile yet). Leadership gets a link to set one up.
+
+### Changed
+
+- Approving a regularization ticket on a day the close job marked half day
+  sets it back to present. A half day HR set on purpose stays.
+- Approving a ticket for a month whose payroll run is in review adds a warning
+  to that run, so the slip is recomputed before it is finalized.
+- The admin overview and daily digest still count a day the close job checked
+  out as a missing checkout.
+
+### Fixed
+
+- The sidebar, and the phone's More sheet, open scrolled to the current screen
+  instead of the top. A Manage item such as Approvals is no longer below the
+  fold.
+- Page action buttons wrap on a narrow phone instead of running off the screen.
+
+### Upgrading
+
+Schedule `HrLite::AttendanceCloseJob` daily at `55 23 * * * Asia/Kolkata` in
+your job scheduler (a run before noon closes the previous day). To let employees fix their own recent misses, set
+`c.self_regularization = { within_days: 2, per_week: 2 }` in the initializer.
+No migration.
+
 ## [0.18.0] - 2026-09-29
 
 Salary follows leave. One migration (`paid_days` on leave requests, nullable;

data/README.md

@@ -142,6 +142,9 @@ HrLite.configure do |c|
     PdfRenderer.render(template: template, assigns: assigns, cache_key: cache_key)
   }
   c.slip_release_day = 10 # employees see a slip from the 10th of the next month; nil (default) = on publish
+  # Self-fix: employees correct their own missed punch within 2 days, at most
+  # 2 a week. nil (default) = only HR fixes it, via a regularization ticket.
+  c.self_regularization = { within_days: 2, per_week: 2 }
 
   # Mirror promotions into your own user model (optional).
   c.on_designation_change = ->(user, designation) { user.update!(designation: designation) }
@@ -267,6 +270,13 @@ approved; regularization tickets (`/regularization_requests`) let someone who
 forgot to punch propose the real times for admin approval, which writes them
 onto the attendance record with a full audit trail.
 
+With `config.self_regularization = { within_days: 2, per_week: 2 }`, a ticket that
+fills a missed punch on a working day, today or up to 2 days back, is approved on
+submit, by the employee, at most twice per Mon–Sun week. No approver is notified;
+the audit row is the trail. Older days, off days, the third fix of a week, a change
+to a real punch, a day HR already regularized or rejected, or a fix that cannot
+apply (no check-in that day) stay ordinary tickets for HR.
+
 ### Holidays and calendar
 
 `bin/rails hr_lite:seed` inserts the three fixed-date national holidays
@@ -353,6 +363,7 @@ whatever you run). Each is idempotent and sends nothing on a quiet day.
 | `HrLite::DailyDigestJob` | each morning | Leadership digest: who is out today, pending approvals, flagged punches, missing checkouts |
 | `HrLite::PayrollAutoDraftJob` | monthly, on the 1st | Draft and compute the previous month's payroll from attendance, then notify leadership for review (publishing stays a human action) |
 | `HrLite::LeaveYearRolloverJob` | leave year's first day (Jan 1, or Jul 1 for a July–June year) | Materialize carry-forward into the new year's balances |
+| `HrLite::AttendanceCloseJob` | each night, `55 23 * * * Asia/Kolkata` | Close the day: an open punch is checked out at 23:59 and marked half day; a run before noon (a retry, or a morning schedule that lets night shifts check out first) closes the previous day instead; nobody checked in stays absent. Each is emailed how to fix it. Skips weekends, holidays and approved leave. Run it once a day — a re-run tells the no-shows again. |
 
 ## Rake tasks
 

data/app/assets/javascripts/hr_lite/nav.js

@@ -0,0 +1,21 @@
+// Keeps the current screen in view. The rail and the phone's More sheet both
+// scroll, and a Manage item sits below the fold. scrollIntoView is avoided on
+// purpose: it would scroll the page as well as the menu.
+(function () {
+  function centre(panel) {
+    var link = panel && panel.querySelector(".hrl-nav__link--active");
+    if (!link) return;
+    var box = panel.getBoundingClientRect();
+    var item = link.getBoundingClientRect();
+    panel.scrollTop += item.top - box.top - (box.height - item.height) / 2;
+  }
+
+  centre(document.querySelector(".hrl-side"));
+
+  var more = document.querySelector(".hrl-tabbar__more");
+  if (more) {
+    more.addEventListener("toggle", function () {
+      if (more.open) centre(more.querySelector(".hrl-sheet"));
+    });
+  }
+})();

data/app/assets/stylesheets/hr_lite/hr_lite.css

@@ -143,7 +143,7 @@
 .hrl-page__head { display: flex; flex-wrap: wrap; align-items: center; gap: .6rem; margin: .25rem 0 .9rem; }
 .hrl-page__title { font-size: 1.25rem; font-weight: 700; margin: 0; }
 .hrl-page__sub { color: var(--hrl-muted); font-size: .86rem; margin: .15rem 0 0; width: 100%; }
-.hrl-page__actions { margin-left: auto; display: flex; gap: .5rem; }
+.hrl-page__actions { margin-left: auto; display: flex; flex-wrap: wrap; gap: .5rem; }
 
 /* Cards */
 .hrl-card {

data/app/controllers/hr_lite/regularization_requests_controller.rb

@@ -13,7 +13,7 @@ module HrLite
     def create
       @request = RegularizationRequest.new(request_params.merge(user_id: hr_current_user.id))
       if @request.save
-        redirect_to regularization_requests_path, notice: "Ticket raised — an admin will review it."
+        redirect_to regularization_requests_path, notice: create_notice
       else
         render :new, status: :unprocessable_entity
       end
@@ -29,6 +29,15 @@ module HrLite
 
     private
 
+    def create_notice
+      rule = HrLite.config.self_regularization
+      return "Ticket raised — an admin will review it." unless rule
+      return "Fixed. #{helpers.pluralize(@request.self_fixes_left, 'self-fix')} left this week." if @request.approved?
+
+      "Sent to HR as a ticket — you can fix only a missed punch on a working day in the last #{rule[:within_days]} days yourself, " \
+        "#{rule[:per_week]} times a week."
+    end
+
     def request_params
       params.require(:regularization_request).permit(:date, :check_in_at, :check_out_at, :reason)
     end

data/app/jobs/hr_lite/attendance_close_job.rb

@@ -0,0 +1,42 @@
+module HrLite
+  # Closes the working day that ended last: a run at 23:55 closes today, and a
+  # retry or late run after midnight (or a morning schedule) closes yesterday.
+  # A punch left open is checked out at the day's end and paid as a half day.
+  # Nobody punched in already reads as absent (DayStatus), so they are only
+  # told. Leave days are left alone.
+  class AttendanceCloseJob < ApplicationJob
+    def perform(date: (Time.current - 12.hours).to_date)
+      return unless WorkingCalendar.new(date..date).working_day?(date)
+
+      on_leave = LeaveRequest.active_on(date).pluck(:user_id)
+      records = AttendanceRecord.for_date(date).index_by(&:user_id)
+      day = date.strftime("%d %b")
+      HrLite.active_employees(on: date).each do |user|
+        next if on_leave.include?(user.id)
+
+        record = records[user.id]
+        if record.nil? || record.check_in_at.nil?
+          tell(user, date, "attendance.missed_check_in", "You didn't check in on #{day} — marked absent")
+        elsif record.check_out_at.nil?
+          record.update!(check_out_at: date.end_of_day, status: "half_day",
+                         regularization_note: AttendanceRecord::AUTO_CHECKOUT_NOTE)
+          tell(user, date, "attendance.missed_check_out", "You didn't check out on #{day} — marked half day")
+        end
+      end
+    end
+
+    private
+
+    def tell(user, date, event, title)
+      rule = HrLite.config.self_regularization
+      body = if rule
+        "Fix it yourself by #{(date + rule[:within_days]).strftime('%d %b')} (up to #{rule[:per_week]} a week), " \
+          "or raise a ticket for HR."
+      else
+        "Raise a regularization ticket to get it fixed."
+      end
+      Notifications.publish(event, title: title, body: body, path: "/regularization_requests/new?date=#{date.iso8601}",
+                                   bell_to: [ user ], email_to: [ user ])
+    end
+  end
+end

data/app/models/hr_lite/attendance_record.rb

@@ -1,6 +1,7 @@
 module HrLite
   class AttendanceRecord < ApplicationRecord
     STATUSES = %w[present half_day].freeze
+    AUTO_CHECKOUT_NOTE = "Auto check-out: no check-out punched".freeze
 
     belongs_to :user, class_name: HrLite.config.user_class
     belongs_to :regularized_by, class_name: HrLite.config.user_class, optional: true

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/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/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/leave_requests/index.html.erb

@@ -4,6 +4,9 @@
   <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/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/layouts/hr_lite/application.html.erb

@@ -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/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, :slip_release_day
+    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.
@@ -36,6 +36,15 @@ module HrLite
       @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
@@ -77,6 +86,7 @@ module HrLite
       @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 },

data/lib/hr_lite/version.rb

@@ -1,3 +1,3 @@
 module HrLite
-  VERSION = "0.18.0"
+  VERSION = "0.19.0"
 end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: hr_lite
 version: !ruby/object:Gem::Version
-  version: 0.18.0
+  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
@@ -136,6 +137,7 @@ 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