hr_lite 0.2.1 → 0.4.0

data/db/migrate/20260719104317_create_hr_lite_regularization_requests.rb

@@ -0,0 +1,20 @@
+class CreateHrLiteRegularizationRequests < ActiveRecord::Migration[8.0]
+  def change
+    create_table :hr_lite_regularization_requests do |t|
+      t.bigint :user_id, null: false
+      t.date :date, null: false
+      t.datetime :check_in_at
+      t.datetime :check_out_at
+      t.text :reason, null: false
+      t.string :status, null: false, default: "pending"
+      t.bigint :decided_by_id
+      t.datetime :decided_at
+      t.text :decision_note
+
+      t.timestamps
+    end
+    add_index :hr_lite_regularization_requests, [ :user_id, :status ]
+    add_index :hr_lite_regularization_requests, [ :user_id, :date ]
+    add_index :hr_lite_regularization_requests, [ :status, :date ]
+  end
+end

data/db/migrate/20260719162154_add_manager_to_hr_lite_employee_profiles.rb

@@ -0,0 +1,8 @@
+class AddManagerToHrLiteEmployeeProfiles < ActiveRecord::Migration[8.0]
+  def change
+    # Reporting line: the user this employee reports to (L1). The chain
+    # upward gives L2, L3, ... and powers the everyone-visible org chart.
+    add_column :hr_lite_employee_profiles, :manager_id, :bigint
+    add_index :hr_lite_employee_profiles, :manager_id
+  end
+end

data/lib/hr_lite/configuration.rb

@@ -11,6 +11,19 @@ module HrLite
                   :mailer_from, :public_url_base, :notification_matrix, :back_link,
                   :onboard_user, :offboard_user, :invite_url_for
 
+    attr_reader :leave_year_start_month
+
+    # Misconfiguration must fail at boot, not as production 500s on every
+    # balance screen. Accepts "7" (ENV-friendly) and validates 1..12.
+    # Changing this on an install with EXISTING balance rows reinterprets
+    # them — set it once at install time (see docs/CONFIGURATION.md).
+    def leave_year_start_month=(value)
+      month = Integer(value)
+      raise ArgumentError, "leave_year_start_month must be 1..12, got #{value.inspect}" unless (1..12).cover?(month)
+
+      @leave_year_start_month = month
+    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
@@ -41,6 +54,7 @@ module HrLite
       @public_url_base       = nil # e.g. "https://hr.example.com" — enables email links + HrLite.public_url
       @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
 
       # Leadership onboarding/offboarding. onboard_user must return a saved
       # user record (default: create on user_class with whatever of

data/lib/hr_lite/leave_year.rb

@@ -0,0 +1,33 @@
+module HrLite
+  # The leave year is the 12-month window balances live in. It starts on
+  # config.leave_year_start_month (1 = calendar year, 7 = July–June, the
+  # Indian travel-industry pattern). A year is identified by the calendar
+  # year its FIRST month falls in: with July starts, key 2026 spans
+  # 1 Jul 2026 – 30 Jun 2027.
+  module LeaveYear
+    module_function
+
+    def start_month
+      HrLite.config.leave_year_start_month
+    end
+
+    # The key (integer label) of the leave year containing `date`.
+    def key_for(date)
+      date.month >= start_month ? date.year : date.year - 1
+    end
+
+    def current_key
+      key_for(Date.current)
+    end
+
+    def range(key)
+      start = Date.new(key, start_month, 1)
+      start..(start >> 12) - 1
+    end
+
+    # "2026" for calendar years, "2026–27" otherwise.
+    def label(key)
+      start_month == 1 ? key.to_s : format("%d–%02d", key, (key + 1) % 100)
+    end
+  end
+end

data/lib/hr_lite/notifications.rb

@@ -29,12 +29,24 @@ 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: false, email: false, leadership_email: true,  leadership_bell: true  },
+      "leave.team_notice"     => { bell: true,  email: true,  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 },
+      "comp_off.rejected"     => { bell: true,  email: true,  leadership_email: false, leadership_bell: false },
+      "comp_off.cancelled"    => { bell: true,  email: false, leadership_email: true,  leadership_bell: false },
+      "regularization.requested" => { bell: true, email: false, leadership_email: true,  leadership_bell: false },
+      "regularization.approved"  => { bell: true, email: true,  leadership_email: true,  leadership_bell: false },
+      "regularization.rejected"  => { bell: true, email: true,  leadership_email: false, leadership_bell: false },
+      "regularization.cancelled" => { bell: true, email: false, leadership_email: true,  leadership_bell: false }
     }.freeze
 
     class << self
+      # DEFAULT under the host override: a host matrix pinned on an older
+      # gem version keeps working when new events ship (rows it doesn't
+      # know about fall back to the defaults instead of vanishing).
       def matrix
-        HrLite.config.notification_matrix || DEFAULT_MATRIX
+        DEFAULT_MATRIX.merge(HrLite.config.notification_matrix || {})
       end
 
       def publish(event, title:, body: nil, path: nil, bell_to: [], email_to: [], lines: [], diff: nil, link_url: nil)

data/lib/hr_lite/seeds.rb

@@ -7,13 +7,28 @@ module HrLite
       { code: "SL", name: "Sick leave", color: "#f59e0b", paid: true, annual_quota: 6, accrual: "yearly_upfront", carry_forward_cap: 0, position: 2 },
       { code: "EL", name: "Earned leave", color: "#10b981", paid: true, annual_quota: 15, accrual: "monthly", carry_forward_cap: 30, position: 3 },
       { code: "LWP", name: "Leave without pay", color: "#6b7280", paid: false, annual_quota: nil, accrual: "yearly_upfront", carry_forward_cap: 0, position: 4 },
-      { code: "CO", name: "Comp off", color: "#8b5cf6", paid: true, annual_quota: 0, accrual: "yearly_upfront", carry_forward_cap: 0, position: 5 }
+      { code: "CO", name: "Comp off", color: "#8b5cf6", paid: true, annual_quota: 0, accrual: "yearly_upfront", carry_forward_cap: 0, position: 5, comp_off: true }
     ].freeze
 
     def self.run!
       seed_leave_types! + seed_holidays!
     end
 
+    # Deliberately NOT auto-run from run!: an operator unticking every
+    # comp-off flag to disable the feature must stay disabled across
+    # deploys ("re-runs never overwrite operator edits"). Pre-0.3.0
+    # installs call this once from their own upgrade seed, or just tick
+    # the box under Settings -> Leave types.
+    def self.seed_comp_off_flag!
+      return [] if LeaveType.exists?(comp_off: true)
+
+      type = LeaveType.find_by(code: "CO")
+      return [] if type.nil?
+
+      type.update!(comp_off: true)
+      [ "comp_off flag on CO" ]
+    end
+
     def self.seed_leave_types!
       DEFAULT_LEAVE_TYPES.filter_map do |attrs|
         next if LeaveType.exists?(code: attrs[:code])

data/lib/hr_lite/version.rb

@@ -1,3 +1,3 @@
 module HrLite
-  VERSION = "0.2.1"
+  VERSION = "0.4.0"
 end

data/lib/hr_lite.rb

@@ -2,6 +2,7 @@ require "hr_lite/version"
 require "hr_lite/engine"
 require "hr_lite/configuration"
 require "hr_lite/current"
+require "hr_lite/leave_year"
 require "hr_lite/mention_parser"
 require "hr_lite/notifications"
 require "hr_lite/seeds"
@@ -57,6 +58,13 @@ module HrLite
       config.employees_scope.call.sort_by { |u| display_name(u).downcase }
     end
 
+    # employees minus anyone whose profile says they have exited — user
+    # accounts outlive employment (slip access), broadcasts must not.
+    def active_employees(on: Date.current)
+      exits = HrLite::EmployeeProfile.where.not(date_of_exit: nil).pluck(:user_id, :date_of_exit).to_h
+      employees.select { |u| exits[u.id].nil? || exits[u.id] >= on }
+    end
+
     def display_name(user)
       return "" if user.nil?
 

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: hr_lite
 version: !ruby/object:Gem::Version
-  version: 0.2.1
+  version: 0.4.0
 platform: ruby
 authors:
 - kshitiz sinha
@@ -58,6 +58,7 @@ 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/comp_off_requests_controller.rb
 - app/controllers/hr_lite/admin/designation_changes_controller.rb
 - app/controllers/hr_lite/admin/employees_controller.rb
 - app/controllers/hr_lite/admin/holidays_controller.rb
@@ -68,6 +69,7 @@ files:
 - app/controllers/hr_lite/admin/office_locations_controller.rb
 - app/controllers/hr_lite/admin/overview_controller.rb
 - app/controllers/hr_lite/admin/payroll_runs_controller.rb
+- app/controllers/hr_lite/admin/regularization_requests_controller.rb
 - app/controllers/hr_lite/admin/resignations_controller.rb
 - app/controllers/hr_lite/admin/salary_slips_controller.rb
 - app/controllers/hr_lite/admin/salary_structures_controller.rb
@@ -77,14 +79,18 @@ files:
 - app/controllers/hr_lite/attendance_controller.rb
 - app/controllers/hr_lite/calendar_controller.rb
 - app/controllers/hr_lite/career_controller.rb
+- app/controllers/hr_lite/comp_off_requests_controller.rb
 - app/controllers/hr_lite/employee_profiles_controller.rb
 - app/controllers/hr_lite/holidays_controller.rb
 - app/controllers/hr_lite/home_controller.rb
 - app/controllers/hr_lite/kudos_controller.rb
 - app/controllers/hr_lite/leave_balances_controller.rb
 - app/controllers/hr_lite/leave_requests_controller.rb
+- app/controllers/hr_lite/org_controller.rb
+- app/controllers/hr_lite/regularization_requests_controller.rb
 - app/controllers/hr_lite/resignations_controller.rb
 - app/controllers/hr_lite/salary_slips_controller.rb
+- app/controllers/hr_lite/team_controller.rb
 - app/controllers/hr_lite/users_controller.rb
 - app/helpers/hr_lite/application_helper.rb
 - app/jobs/hr_lite/application_job.rb
@@ -99,6 +105,7 @@ files:
 - app/models/hr_lite/appraisal.rb
 - app/models/hr_lite/attendance_record.rb
 - app/models/hr_lite/audit_log.rb
+- app/models/hr_lite/comp_off_request.rb
 - app/models/hr_lite/designation_change.rb
 - app/models/hr_lite/employee_profile.rb
 - app/models/hr_lite/holiday.rb
@@ -109,6 +116,7 @@ files:
 - app/models/hr_lite/leave_type.rb
 - app/models/hr_lite/office_location.rb
 - app/models/hr_lite/payroll_run.rb
+- app/models/hr_lite/regularization_request.rb
 - app/models/hr_lite/resignation.rb
 - app/models/hr_lite/salary_slip.rb
 - app/models/hr_lite/salary_structure.rb
@@ -126,6 +134,7 @@ files:
 - app/services/hr_lite/payroll_run_processor.rb
 - app/services/hr_lite/pdf_renderer.rb
 - app/services/hr_lite/slip_builder.rb
+- app/services/hr_lite/team_day.rb
 - app/services/hr_lite/working_calendar.rb
 - app/views/hr_lite/admin/appraisals/_form.html.erb
 - app/views/hr_lite/admin/appraisals/edit.html.erb
@@ -133,6 +142,8 @@ 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/comp_off_requests/index.html.erb
+- app/views/hr_lite/admin/comp_off_requests/show.html.erb
 - app/views/hr_lite/admin/designation_changes/new.html.erb
 - app/views/hr_lite/admin/employees/_form.html.erb
 - app/views/hr_lite/admin/employees/edit.html.erb
@@ -155,11 +166,14 @@ files:
 - 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
+- app/views/hr_lite/admin/regularization_requests/index.html.erb
+- app/views/hr_lite/admin/regularization_requests/show.html.erb
 - app/views/hr_lite/admin/salary_slips/show.html.erb
 - app/views/hr_lite/admin/salary_structures/_form.html.erb
 - app/views/hr_lite/admin/salary_structures/edit.html.erb
 - app/views/hr_lite/admin/salary_structures/new.html.erb
 - app/views/hr_lite/admin/settings/edit.html.erb
+- app/views/hr_lite/admin/shared/_approvals_tabs.html.erb
 - app/views/hr_lite/appraisals/index.html.erb
 - app/views/hr_lite/appraisals/show.html.erb
 - app/views/hr_lite/attendance/_month_grid.html.erb
@@ -167,6 +181,8 @@ files:
 - app/views/hr_lite/attendance/show.html.erb
 - app/views/hr_lite/calendar/show.html.erb
 - app/views/hr_lite/career/show.html.erb
+- app/views/hr_lite/comp_off_requests/index.html.erb
+- app/views/hr_lite/comp_off_requests/new.html.erb
 - app/views/hr_lite/employee_profiles/show.html.erb
 - app/views/hr_lite/event_mailer/event.html.erb
 - app/views/hr_lite/event_mailer/event.text.erb
@@ -182,6 +198,10 @@ files:
 - app/views/hr_lite/leave_requests/index.html.erb
 - app/views/hr_lite/leave_requests/new.html.erb
 - app/views/hr_lite/leave_requests/show.html.erb
+- app/views/hr_lite/org/_node.html.erb
+- app/views/hr_lite/org/show.html.erb
+- app/views/hr_lite/regularization_requests/index.html.erb
+- app/views/hr_lite/regularization_requests/new.html.erb
 - app/views/hr_lite/resignations/show.html.erb
 - app/views/hr_lite/salary_slips/_slip_detail.html.erb
 - app/views/hr_lite/salary_slips/index.html.erb
@@ -189,6 +209,7 @@ files:
 - app/views/hr_lite/salary_slips/show.html.erb
 - app/views/hr_lite/shared/_form_errors.html.erb
 - app/views/hr_lite/shared/_pagination.html.erb
+- app/views/hr_lite/team/show.html.erb
 - app/views/layouts/hr_lite/application.html.erb
 - app/views/layouts/hr_lite/mailer.html.erb
 - app/views/layouts/hr_lite/mailer.text.erb
@@ -211,6 +232,10 @@ files:
 - db/migrate/20260718195953_create_hr_lite_appraisals.rb
 - db/migrate/20260718195954_create_hr_lite_designation_changes.rb
 - db/migrate/20260719065841_create_hr_lite_resignations.rb
+- db/migrate/20260719104315_add_comp_off_to_hr_lite_leave_types.rb
+- db/migrate/20260719104316_create_hr_lite_comp_off_requests.rb
+- db/migrate/20260719104317_create_hr_lite_regularization_requests.rb
+- db/migrate/20260719162154_add_manager_to_hr_lite_employee_profiles.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
@@ -220,6 +245,7 @@ files:
 - lib/hr_lite/current.rb
 - lib/hr_lite/engine.rb
 - lib/hr_lite/geo.rb
+- lib/hr_lite/leave_year.rb
 - lib/hr_lite/mention_parser.rb
 - lib/hr_lite/money.rb
 - lib/hr_lite/notifications.rb