hr_lite 0.18.0 → 0.20.0

checksums.yaml

@@ -1,7 +1,7 @@
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data/CHANGELOG.md

@@ -7,6 +7,100 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [0.20.0] - 2026-10-01
+
+Salary as CTC, and who is out today. No migration.
+
+### Added
+
+- **Fill from CTC.** The salary structure form takes an annual CTC, and
+  "Fill from CTC" splits it: Basic is half the monthly CTC, HRA is 40% of
+  Basic, the employer's PF and ESI are paid out of the CTC, and Special
+  allowance takes the rest, rounding included. Nothing is saved until Save,
+  which stores the lines shown; the CTC itself is never stored. A CTC too low
+  for the split is refused. The form shows the monthly gross and CTC a
+  structure works out to, and prefills the CTC on edit. Both use the rate
+  card of the month the structure takes effect, and the typed CTC never
+  reaches the audit log.
+- **`SalaryStructure#breakup`** gives one month of a structure: earnings, the
+  employee's PF, ESI and professional tax, the employer's PF and ESI, gross,
+  CTC and in-hand, from the existing statutory calculators. ESI is decided on
+  the salary that opened the ESIC period, as payroll does, and the yearly
+  professional tax is summed month by month so a February top-up counts once.
+- **My salary.** The salary slips page opens with the employee's current
+  structure as a Monthly | Yearly table, a structure HR has saved for a later
+  month ("New salary from …"), and earlier ones with their yearly CTC. Income
+  tax stays on the slips. Slip release day does not hide the card.
+- **Out today** on Home: everyone on approved leave today, by name, with the
+  leave's dates (`01 Oct – 05 Oct`, or `01 Oct (half day)`), and a link to the
+  Team board. The leave type is not shown, and staff who have left are not
+  listed.
+- **Team board** shows each leave's dates next to "On leave", and hovering a
+  name on the board or on Out today reads "On leave: 30 Sep – 03 Oct".
+
+### Fixed
+
+- Form action buttons wrap on a narrow phone, so a third button no longer
+  pushes the salary structure form sideways.
+
+### Upgrading
+
+No migration, no config.
+
+## [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 +270,16 @@ 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.
+
+Home has an "Out today" card: everyone on approved leave today, with the leave's
+dates, so the team knows who is away and until when. The leave type is not shown.
+
 ### Holidays and calendar
 
 `bin/rails hr_lite:seed` inserts the three fixed-date national holidays
@@ -296,6 +309,12 @@ WickedPdf path if `wicked_pdf` is in the bundle. The exact math, rounding rules
 and what is deliberately not modelled are in `docs/PAYROLL.md` — read it with
 your accountant before the first run.
 
+HR can enter a structure as an annual CTC: "Fill from CTC" sets Basic to half the
+monthly CTC and HRA to 40% of Basic, pays the employer's PF and ESI out of the CTC,
+and puts the rest in Special allowance. Employees see their own breakup, monthly
+and yearly, at the top of `/salary_slips`, along with any revision HR has saved
+for a later month.
+
 ### Kudos and @mentions
 
 The kudos wall (`/kudos`) lets staff thank each other with @mentions. The picker
@@ -353,6 +372,7 @@ 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 {
@@ -195,6 +195,7 @@
 .hrl-table th, .hrl-table td { text-align: left; padding: .6rem .7rem; border-bottom: 1px solid var(--hrl-line); vertical-align: top; }
 .hrl-table th { color: var(--hrl-muted); font-size: .76rem; text-transform: uppercase; letter-spacing: .03em; }
 .hrl-table td.hrl-num, .hrl-table th.hrl-num { text-align: right; font-variant-numeric: tabular-nums; }
+.hrl-table--tight th, .hrl-table--tight td { padding: .5rem .35rem; }
 @media (max-width: 640px) {
   .hrl-table--stack thead { display: none; }
   .hrl-table--stack tr { display: block; border-bottom: 6px solid var(--hrl-bg); }
@@ -227,7 +228,7 @@
 .hrl-field--check label { margin-bottom: 0; font-weight: 600; }
 .hrl-errors { background: var(--hrl-bad-bg); color: var(--hrl-bad); border-radius: var(--hrl-radius-sm); padding: .7rem .9rem; margin-bottom: .85rem; font-size: .86rem; }
 .hrl-errors ul { margin: .3rem 0 0; padding-left: 1.1rem; }
-.hrl-form-actions { display: flex; gap: .6rem; margin-top: 1rem; }
+.hrl-form-actions { display: flex; flex-wrap: wrap; gap: .6rem; margin-top: 1rem; }
 .hrl-form-actions .hrl-btn { flex: 1; }
 @media (min-width: 700px) { .hrl-form-actions .hrl-btn { flex: 0 0 auto; min-width: 9rem; } }
 

data/app/controllers/hr_lite/admin/salary_structures_controller.rb

@@ -12,6 +12,8 @@ module HrLite
         @structure = SalaryStructure.new(structure_params.merge(
           user_id: @profile.user_id, created_by_id: hr_current_user.id
         ))
+        return fill_from_ctc(:new) if params[:fill_from_ctc]
+
         if @structure.save
           redirect_to admin_employee_path(@profile), notice: "Salary structure saved."
         else
@@ -25,7 +27,10 @@ module HrLite
 
       def update
         @structure = SalaryStructure.where(user_id: @profile.user_id).find(params[:id])
-        if @structure.update(structure_params)
+        @structure.assign_attributes(structure_params)
+        return fill_from_ctc(:edit) if params[:fill_from_ctc]
+
+        if @structure.save
           redirect_to admin_employee_path(@profile), notice: "Salary structure updated."
         else
           render :edit, status: :unprocessable_entity
@@ -34,13 +39,22 @@ module HrLite
 
       private
 
+      # Shows the split for a check; only the Save button writes it.
+      def fill_from_ctc(view)
+        @structure.fill_from_ctc
+        return render(view, status: :unprocessable_entity) unless @structure.valid?
+
+        flash.now[:notice] = "Filled from CTC — check the lines, then Save."
+        render view
+      end
+
       def set_profile
         @profile = EmployeeProfile.find(params[:employee_id])
       end
 
       def structure_params
         params.require(:salary_structure).permit(
-          :effective_from, :basic, :hra, :special_allowance, :other_earnings,
+          :annual_ctc, :effective_from, :basic, :hra, :special_allowance, :other_earnings,
           :pf_applicable, :pf_on_full_basic, :esi_applicable, :pt_state, :notes
         )
       end

data/app/controllers/hr_lite/home_controller.rb

@@ -2,6 +2,9 @@ module HrLite
   class HomeController < ApplicationController
     def index
       @latest_kudos = Kudo.recent.includes(:giver, kudo_mentions: :user).limit(3)
+      @out_today = LeaveRequest.active_on(Date.current).includes(:user)
+                               .where(user_id: HrLite.active_employees.map(&:id))
+                               .sort_by { |leave| hr_display_name(leave.user).downcase }
     end
   end
 end

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/controllers/hr_lite/salary_slips_controller.rb

@@ -4,6 +4,11 @@ module HrLite
   class SalarySlipsController < ApplicationController
     def index
       @slips = paginate(own_released.recent_first)
+      # Structures show as soon as HR saves them; slip_release_day gates slips only.
+      @upcoming, started = SalaryStructure.where(user_id: hr_current_user.id).order(:effective_from)
+                                          .partition { |s| s.effective_from > Date.current }
+      @structure = started.pop
+      @past = started.reverse
     end
 
     def show

data/app/helpers/hr_lite/application_helper.rb

@@ -131,6 +131,9 @@ module HrLite
       HrLite::Money.format(amount)
     end
 
+    # Whole rupees, for salary figures that are planned rather than paid.
+    def hrl_rupees(amount) = hrl_money(amount.round).delete_suffix(".00")
+
     # Indian-system amount in words for the slip footer. Delegates to the
     # PORO so host-rendered templates (config.render_pdf) work too.
     def hrl_amount_in_words(amount)
@@ -149,7 +152,7 @@ module HrLite
       case row.kind
       when :holiday then hrl_status_badge("Holiday", "hrl-badge--muted", worked_hint(row))
       when :weekend then hrl_status_badge("Weekend", "hrl-badge--muted", worked_hint(row))
-      when :leave then hrl_status_badge("On leave (#{row.leave.leave_type.code})", "hrl-badge--warn")
+      when :leave then hrl_status_badge("On leave (#{row.leave.leave_type.code})", "hrl-badge--warn", row.leave.date_range_label)
       when :half_day_leave then hrl_status_badge("Half-day leave (#{row.leave.leave_type.code})", "hrl-badge--warn", worked_hint(row))
       when :upcoming then hrl_status_badge("\u2014", "hrl-badge--muted")
       when :absent

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/concerns/hr_lite/audited.rb

@@ -46,7 +46,8 @@ module HrLite
       when "destroy"
         { "_destroyed" => hr_lite_audit_label }
       else
-        saved_changes.except(*SKIPPED_ATTRIBUTES).to_h do |attr, (from, to)|
+        # Columns only: a virtual attribute (a typed annual CTC) is form input, not a stored change.
+        saved_changes.slice(*self.class.column_names).except(*SKIPPED_ATTRIBUTES).to_h do |attr, (from, to)|
           if encrypted.include?(attr)
             [ attr, REDACTED ]
           else

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/models/hr_lite/salary_structure.rb

@@ -11,12 +11,15 @@ module HrLite
     belongs_to :created_by, class_name: HrLite.config.user_class, optional: true
 
     encrypted_money :basic, :hra, :special_allowance, :other_earnings
+    # Typed on the form to fill the lines; CTC is always derived, never stored.
+    attribute :annual_ctc, :decimal
 
     validates :effective_from, presence: true, uniqueness: { scope: :user_id }
     validates :basic, presence: true
     validate :basic_positive
     validate :effective_from_is_first_of_month
     validates :pt_state, presence: true
+    validate { errors.add(:base, "CTC is too low for this split") if special_allowance&.negative? }
 
     def self.effective_for(user, period_month)
       where(user_id: user.id)
@@ -33,6 +36,60 @@ module HrLite
       monthly_gross * 12
     end
 
+    # A month of this structure: earnings, the employee's statutory
+    # deductions and the employer's contributions, via the payroll calculators.
+    def breakup(on: Date.current)
+      month = on.beginning_of_month
+      rates = StatutoryRateCard.for(month)
+      gross = monthly_gross
+      pf = Calculators::Pf.call(basic_earned: basic, on_full_basic: pf_on_full_basic, rates: rates[:pf]) if pf_applicable
+      esi = Calculators::Esi.call(monthly_gross: esi_reference_gross(month), gross_earned: gross, applicable: esi_applicable, rates: rates[:esi])
+      # Not flat: some states top up February, so the year is summed month by month.
+      pts = (0..11).map { |i| Calculators::ProfessionalTax.call(state: pt_state, gross_earned: gross, period_month: month >> i, rates: rates[:pt]) }
+      earnings, deductions, employer = [
+        { "Basic" => basic, "HRA" => hra, "Special allowance" => special_allowance, "Other" => other_earnings },
+        { "PF" => pf&.employee, "ESI" => esi.employee, "Professional tax" => pts.first },
+        { "PF" => pf && (pf.employer_eps + pf.employer_epf), "ESI" => esi.employer }
+      ].map { |rows| rows.select { |_, amount| Money.d(amount).positive? } }
+      monthly_ctc = gross + employer.values.sum(BigDecimal(0))
+      in_hand = gross - deductions.values.sum(BigDecimal(0))
+      { earnings: earnings, deductions: deductions, employer: employer,
+        monthly_gross: gross, monthly_ctc: monthly_ctc, annual_ctc: monthly_ctc * 12, in_hand: in_hand,
+        yearly: { "Professional tax" => pts.sum, "In-hand before tax" => (in_hand + pts.first) * 12 - pts.sum } }
+    end
+
+    # ESIC contribution periods run April–September and October–March.
+    # Eligibility is fixed for the whole period, so it is decided on the
+    # salary in force on its first day — re-deciding it every month dropped
+    # someone out of ESI the moment a mid-period raise crossed the ceiling.
+    def esi_reference_gross(month)
+      start = if month.month.between?(4, 9)
+        Date.new(month.year, 4, 1)
+      elsif month.month >= 10
+        Date.new(month.year, 10, 1)
+      else
+        Date.new(month.year - 1, 10, 1)
+      end
+
+      # Started mid-period: the structure in force when it opened decides (a mid-period joiner has none).
+      earlier = self.class.effective_for(user, start) if effective_from&.after?(start)
+      (earlier || self).monthly_gross
+    end
+
+    # Owner's split of annual_ctc: Basic 50% of the monthly CTC, HRA 40% of
+    # Basic, employer PF and ESI paid out of the CTC; Special takes the rest.
+    def fill_from_ctc(on: effective_from || Date.current)
+      monthly_ctc = Money.round_rupee(Money.d(annual_ctc) / 12)
+      self.basic = Money.round_rupee(monthly_ctc / 2)
+      self.hra = Money.round_rupee(basic * BigDecimal("0.4"))
+      self.special_allowance = 0
+      rest = monthly_ctc - Money.d(breakup(on: on).dig(:employer, "PF"))
+      # Employer ESI is a share of the gross beside it: gross + ESI = rest.
+      gross = (rest / (1 + StatutoryRateCard.for(on.beginning_of_month)[:esi][:employer_rate])).floor
+      self.special_allowance = gross - basic - hra - Money.d(other_earnings)
+      self.special_allowance += rest - gross unless breakup(on: on)[:employer].key?("ESI")
+    end
+
     private
 
     def basic_positive

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/services/hr_lite/slip_builder.rb

@@ -59,7 +59,7 @@ module HrLite
         )
       end
 
-      esi = Calculators::Esi.call(monthly_gross: esi_reference_gross, gross_earned: esi_gross,
+      esi = Calculators::Esi.call(monthly_gross: @structure.esi_reference_gross(@run.period_month), gross_earned: esi_gross,
                                   applicable: @structure.esi_applicable, rates: @rates[:esi])
       if esi.applicable?
         deductions << { code: "esi_employee", label: "ESI", amount: esi.employee }
@@ -197,25 +197,6 @@ module HrLite
       (to.year * 12 + to.month) - (from.year * 12 + from.month) + 1
     end
 
-    # ESIC contribution periods run April–September and October–March.
-    # Eligibility is fixed for the whole period, so it is decided on the
-    # salary in force on its first day — re-deciding it every month dropped
-    # someone out of ESI the moment a mid-period raise crossed the ceiling.
-    def esi_reference_gross
-      month = @run.period_month
-      start = if month.month.between?(4, 9)
-        Date.new(month.year, 4, 1)
-      elsif month.month >= 10
-        Date.new(month.year, 10, 1)
-      else
-        Date.new(month.year - 1, 10, 1)
-      end
-
-      # No structure that far back (a mid-period joiner) — their own is the
-      # only salary this period has ever had.
-      (SalaryStructure.effective_for(@user, start) || @structure).monthly_gross
-    end
-
     def serialize_rows(rows)
       rows.map { |row|
         row.transform_values { |value| value.is_a?(BigDecimal) ? value.to_s("F") : value }

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/salary_structures/_form.html.erb

@@ -1,6 +1,8 @@
 <section class="hrl-card">
   <%= form_with model: structure, url: url, method: method, scope: :salary_structure, local: true do |f| %>
     <%= render "hr_lite/shared/form_errors", record: structure %>
+    <% breakup = structure.breakup(on: structure.effective_from || Date.current) if structure.basic %>
+    <div class="hrl-field"><%= f.label :annual_ctc, "Annual CTC (₹ a year)" %><%= f.number_field :annual_ctc, step: 1, value: (structure.annual_ctc || breakup&.dig(:annual_ctc))&.round %></div>
     <div class="hrl-field">
       <%= f.label :effective_from, "Effective from (1st of month)" %>
       <%= f.date_field :effective_from %>
@@ -21,8 +23,10 @@
       <%= f.select :pt_state, pt_states.map { |s| [ s.humanize, s ] } %>
     </div>
     <div class="hrl-field"><%= f.label :notes %><%= f.text_area :notes %></div>
+    <% if breakup %><p class="hrl-muted hrl-small">Monthly gross <%= hrl_money(breakup[:monthly_gross]) %> · CTC <%= hrl_money(breakup[:monthly_ctc]) %> a month</p><% end %>
     <div class="hrl-form-actions">
       <%= f.submit "Save structure", class: "hrl-btn hrl-btn--primary" %>
+      <%= f.submit "Fill from CTC", name: "fill_from_ctc", class: "hrl-btn" %>
       <a class="hrl-btn" href="<%= hr_lite.admin_employee_path(@profile) %>">Cancel</a>
     </div>
   <% end %>

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

@@ -7,6 +7,27 @@
   <%= render "hr_lite/leave_requests/balance_chips" %>
   <%= render "hr_lite/holidays/next_holiday" %>
 
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">Out today</h2>
+    <% if @out_today.any? %>
+      <%# Name and dates only — the leave type (sick leave) is the employee's own business. %>
+      <div class="hrl-feed">
+        <% @out_today.first(10).each do |leave| %>
+          <div class="hrl-feed__item">
+            <div class="hrl-feed__body"><%= tag.strong hr_display_name(leave.user), title: "On leave: #{leave.date_range_label}" %>
+              <div class="hrl-feed__meta"><%= leave.date_range_label %></div></div>
+          </div>
+        <% end %>
+      </div>
+      <% if @out_today.size > 10 %>
+        <p class="hrl-muted hrl-small">+<%= @out_today.size - 10 %> more</p>
+      <% end %>
+    <% else %>
+      <p class="hrl-muted hrl-small">Everyone's in today.</p>
+    <% end %>
+    <a class="hrl-small" href="<%= hr_lite.team_path %>">Team board</a>
+  </section>
+
   <section class="hrl-card">
     <h2 class="hrl-card__title">Latest kudos</h2>
     <% if @latest_kudos.any? %>

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/hr_lite/salary_slips/index.html.erb

@@ -3,6 +3,53 @@
   <h1 class="hrl-page__title">My salary slips</h1>
 </div>
 
+<section class="hrl-card">
+  <h2 class="hrl-card__title">My salary</h2>
+  <% if (breakup = @structure&.breakup) %>
+    <p class="hrl-small hrl-muted">Current salary from <%= @structure.effective_from.strftime("%d %b %Y") %></p>
+    <div class="hrl-table-wrap">
+      <%# Three narrow columns fit a 320px phone; stacking repeated the headings on every line. %>
+      <table class="hrl-table hrl-table--tight hrl-small">
+        <thead><tr><th>Component</th><th class="hrl-num">Monthly</th><th class="hrl-num">Yearly</th></tr></thead>
+        <tbody>
+          <% { "Earnings" => breakup[:earnings].merge("Gross" => breakup[:monthly_gross]),
+               "Deductions" => breakup[:deductions].merge("In-hand before tax" => breakup[:in_hand]),
+               "Employer contributions" => breakup[:employer].merge("CTC" => breakup[:monthly_ctc]) }.each do |section, lines| %>
+            <tr><th colspan="3"><%= section %></th></tr>
+            <% lines.each do |label, amount| %>
+              <% weight = label == lines.keys.last ? :strong : :span %>
+              <tr>
+                <td data-label="Component"><%= content_tag(weight, label) %></td>
+                <td data-label="Monthly" class="hrl-num"><%= content_tag(weight, hrl_rupees(amount)) %></td>
+                <td data-label="Yearly" class="hrl-num"><%= content_tag(weight, hrl_rupees(breakup[:yearly].fetch(label, amount * 12))) %></td>
+              </tr>
+            <% end %>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+    <p class="hrl-small hrl-muted">Income tax (TDS) depends on your declarations and is shown on each slip.</p>
+  <% end %>
+  <% @upcoming.each do |structure| %>
+    <% upcoming = structure.breakup(on: structure.effective_from) %>
+    <h3 class="hrl-card__title">New salary from <%= structure.effective_from.strftime("%d %b %Y") %></h3>
+    <dl class="hrl-deflist">
+      <dt>CTC</dt><dd><%= hrl_rupees(upcoming[:annual_ctc]) %> a year</dd>
+      <dt>Gross</dt><dd><%= hrl_rupees(upcoming[:monthly_gross]) %> a month</dd>
+      <dt>In-hand before tax</dt><dd><%= hrl_rupees(upcoming[:in_hand]) %> a month</dd>
+    </dl>
+  <% end %>
+  <% if @structure.nil? && @upcoming.empty? %>
+    <p class="hrl-card--empty">Your salary structure hasn't been set up yet.</p>
+  <% end %>
+  <% if @past.any? %>
+    <h3 class="hrl-card__title">Earlier revisions</h3>
+    <% @past.each do |structure| %>
+      <p class="hrl-small">From <%= structure.effective_from.strftime("%d %b %Y") %> — <%= hrl_rupees(structure.breakup(on: structure.effective_from)[:annual_ctc]) %> a year CTC</p>
+    <% end %>
+  <% end %>
+</section>
+
 <section class="hrl-card">
   <% if @slips.any? %>
     <div class="hrl-table-wrap">

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

@@ -29,7 +29,7 @@
           <% @board.rows.each do |row| %>
             <tr>
               <td data-label="Name">
-                <span><strong><%= hr_display_name(row.user) %></strong><% if row.profile&.designation.present? %>
+                <span><%= tag.strong hr_display_name(row.user), title: ("On leave: #{row.leave.date_range_label}" if row.leave) %><% if row.profile&.designation.present? %>
                   <span class="hrl-small hrl-muted"> · <%= row.profile.designation %></span><% end %></span>
               </td>
               <td data-label="Status"><%= hrl_team_status(row) %></td>

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 = "0.20.0"
 end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: hr_lite
 version: !ruby/object:Gem::Version
-  version: 0.18.0
+  version: 0.20.0
 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