hr_lite 0.20.2 → 0.21.0

checksums.yaml

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

@@ -7,6 +7,27 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [0.21.0] - 2026-10-06
+
+Three migrations: `hr_lite_employee_profiles.probation_until` (date),
+`hr_lite_leave_requests.half_day_part` and
+`hr_lite_attendance_records.half_day_part` (string).
+
+### Added
+
+- **Probation.** `config.probation_months` (e.g. 6) gives every new hire a
+  `probation_until` date of joining + N months. HR edits it per employee on
+  the profile form: blank removes the tag, a date adds or extends it.
+  While on probation an employee can take at most 1 day of leave (any type,
+  half days count 0.5) per calendar month; the request is refused at apply.
+  A "Probation" badge shows on the employee list, the admin profile and the
+  employee's own profile, and drops off by itself after the date.
+  Existing employees are not tagged — the host backfills or HR sets them.
+- **Full day / First half / Second half.** The leave forms (employee and
+  HR-recorded) and HR's attendance day form use one "Day" picker instead
+  of a half-day checkbox / status select. A half still counts 0.5; the
+  label reads "05 Jul (first half)", and the team board shows which half.
+
 ## [0.20.2] - 2026-10-05
 
 No migration.

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

@@ -37,7 +37,7 @@ module HrLite
                              alert: "A regularization note is required."
         end
 
-        attrs = params.require(:attendance_record).permit(:check_in_at, :check_out_at, :status)
+        attrs = params.require(:attendance_record).permit(:check_in_at, :check_out_at, :status, :half_day_part)
         if attrs[:check_in_at].blank? && attrs[:check_out_at].blank?
           # Nothing to remove used to still write a `destroy` audit row with
           # subject_id 0 and email the employee that a punch was removed.
@@ -61,6 +61,8 @@ module HrLite
         end
 
         record.assign_attributes(attrs)
+        record.half_day_part = attrs[:half_day_part].presence if attrs.key?(:half_day_part)
+        record.status = record.half_day_part ? "half_day" : "present" if attrs.key?(:half_day_part)
         record.status = "present" if record.status.blank?
         record.regularized_by_id = hr_current_user.id
         record.regularized_at = Time.current

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

@@ -113,7 +113,7 @@ module HrLite
       def profile_params
         params.require(:employee_profile).permit(
           :user_id, :manager_id, :designation, :date_of_birth, :date_of_joining,
-          :date_of_exit, :department, :work_location, :pan_number, :pf_uan, :esi_number,
+          :date_of_exit, :probation_until, :department, :work_location, :pan_number, :pf_uan, :esi_number,
           :bank_account_number, :bank_ifsc, :bank_name, :tax_regime, :declared_annual_deductions,
           :fy_opening_gross, :fy_opening_tds, :blood_group, :emergency_contact
         )

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

@@ -25,7 +25,7 @@ module HrLite
 
       def create
         profile = recordable.find_by(employee_code: params[:employee_code].to_s.strip)
-        @request = LeaveRequest.new(params.require(:leave_request).permit(:leave_type_id, :start_date, :end_date, :half_day, :reason)
+        @request = LeaveRequest.new(params.require(:leave_request).permit(:leave_type_id, :start_date, :end_date, :half_day, :half_day_part, :reason)
                                           .merge(user_id: profile&.user_id, created_by_id: hr_current_user.id))
         recorded = profile && LeaveRequest.transaction do
           (@request.save && @request.approve!(actor: hr_current_user, note: "Recorded by HR")) || raise(ActiveRecord::Rollback)

data/app/controllers/hr_lite/leave_requests_controller.rb

@@ -52,7 +52,7 @@ module HrLite
     end
 
     def request_params
-      params.require(:leave_request).permit(:leave_type_id, :start_date, :end_date, :half_day, :reason)
+      params.require(:leave_request).permit(:leave_type_id, :start_date, :end_date, :half_day, :half_day_part, :reason)
     end
   end
 end

data/app/models/hr_lite/attendance_record.rb

@@ -8,6 +8,7 @@ module HrLite
 
     validates :date, presence: true, uniqueness: { scope: :user_id }
     validates :status, inclusion: { in: STATUSES }
+    validates :half_day_part, inclusion: { in: %w[first second] }, allow_blank: true
     validate :check_out_after_check_in
 
     scope :for_date, ->(date) { where(date: date) }

data/app/models/hr_lite/employee_profile.rb

@@ -34,6 +34,10 @@ module HrLite
     attr_accessor :new_user_name, :new_user_email, :new_user_password
 
     before_validation :assign_employee_code, on: :create
+    before_validation(on: :create) do
+      months = HrLite.config.probation_months.to_i
+      self.probation_until ||= date_of_joining.advance(months: months) - 1 if months.positive? && date_of_joining
+    end
     # Without a role a new hire cannot see policies or raise an HR request.
     after_create { (role = Role.find_by(name: Role::EMPLOYEE)) && RoleAssignment.find_or_create_by!(user_id:, role:) }
 
@@ -57,6 +61,12 @@ module HrLite
         .where("date_of_exit IS NULL OR date_of_exit >= ?", month.beginning_of_month)
     }
 
+    # Admin owns probation_until: blank = no probation tag, a date = tagged
+    # through that day. New hires default to config.probation_months.
+    def on_probation?(on = Date.current)
+      probation_until.present? && on <= probation_until
+    end
+
     def active_on?(date)
       date_of_joining <= date && (date_of_exit.nil? || date_of_exit >= date)
     end

data/app/models/hr_lite/leave_request.rb

@@ -12,6 +12,7 @@ module HrLite
 
     validates :start_date, :end_date, presence: true
     validates :status, inclusion: { in: STATUSES }
+    validates :half_day_part, inclusion: { in: %w[first second] }, allow_blank: true
 
     with_options on: :create do
       validate :end_after_start
@@ -21,8 +22,10 @@ module HrLite
       validate :no_overlap_with_own_requests
       validate :no_punch_conflict
       validate :sufficient_balance
+      validate :within_probation_cap
     end
 
+    before_validation { self.half_day = true if half_day_part.present? }
     before_validation :cache_days_count, on: :create
     after_create :notify_requested, unless: :recorded_by_hr?
     after_create :notify_team
@@ -122,7 +125,7 @@ module HrLite
 
     def date_range_label
       if start_date == end_date
-        "#{start_date.strftime('%d %b')}#{half_day ? ' (half day)' : ''}"
+        "#{start_date.strftime('%d %b')}#{half_day ? " (#{half_day_part.present? ? "#{half_day_part} half" : 'half day'})" : ''}"
       else
         "#{start_date.strftime('%d %b')} – #{end_date.strftime('%d %b')}"
       end
@@ -329,6 +332,16 @@ module HrLite
       errors.add(:base, "Attendance is marked in this period") if punched.exists?
     end
 
+    # Probation: at most one day of leave (any type) in a calendar month.
+    def within_probation_cap
+      return unless start_date && days_count
+      return unless EmployeeProfile.find_by(user_id: user_id)&.on_probation?(start_date)
+
+      taken = self.class.where(user_id: user_id, status: %w[pending approved])
+                  .where(start_date: start_date.all_month).sum(:days_count)
+      errors.add(:base, "During probation only 1 day of leave a month is allowed") if taken + days_count > 1
+    end
+
     # Only comp-off is refused past its balance: it is earned credit, never
     # borrowed. Any other type's excess becomes loss of pay at approval.
     def sufficient_balance

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

@@ -36,7 +36,7 @@
             <% if record&.flagged? %>
               <span class="hrl-badge hrl-badge--bad" title="<%= record.flag_note %>">Flagged</span>
             <% elsif record&.check_in_at %>
-              <span class="hrl-badge hrl-badge--ok"><%= record.status.humanize %></span>
+              <span class="hrl-badge hrl-badge--ok"><%= record.status.humanize %><%= " (#{record.half_day_part} half)" if record.half_day_part %></span>
             <% else %>
               <span class="hrl-badge hrl-badge--muted">No punch</span>
             <% end %>

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

@@ -38,9 +38,8 @@
         <p class="hrl-hint">Clear both times to remove the punch entirely.</p>
       </div>
       <div class="hrl-field">
-        <%= f.label :status %>
-        <%= f.select :status, HrLite::AttendanceRecord::STATUSES.map { |s| [ s.humanize, s ] },
-                     selected: @edit_record.status %>
+        <%= f.label :half_day_part, "Day" %>
+        <%= f.select :half_day_part, HrLite::DAY_PARTS, selected: @edit_record.half_day_part.to_s %>
       </div>
       <div class="hrl-field">
         <%= f.label :regularization_note, "Why is this being fixed? (required)" %>

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

@@ -62,6 +62,10 @@
       <%= f.select :blood_group, HrLite::EmployeeProfile::BLOOD_GROUPS, include_blank: "—" %>
     </div>
     <div class="hrl-field"><%= f.label :emergency_contact, "Emergency contact (printed on the ID card)" %><%= f.telephone_field :emergency_contact %></div>
+    <div class="hrl-field">
+      <%= f.label :probation_until, "On probation until (blank = not on probation)" %>
+      <%= f.date_field :probation_until %>
+    </div>
     <div class="hrl-field">
       <%= f.label :date_of_exit, "Date of exit (leave blank while employed)" %>
       <%= f.date_field :date_of_exit %>

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

@@ -16,7 +16,8 @@
             <tr>
               <td data-label="Code"><%= profile.employee_code %></td>
               <td data-label="Name"><%= hr_display_name(profile.user) %>
-                <% if profile.date_of_exit %><span class="hrl-badge hrl-badge--muted">Exited</span><% end %></td>
+                <% if profile.date_of_exit %><span class="hrl-badge hrl-badge--muted">Exited</span><% end %>
+                <% if profile.on_probation? %><span class="hrl-badge hrl-badge--warn">Probation</span><% end %></td>
               <td data-label="Designation"><%= profile.designation %></td>
               <td data-label="Joined"><%= profile.date_of_joining.strftime("%d %b %Y") %></td>
               <td data-label=""><a class="hrl-btn" href="<%= hr_lite.admin_employee_path(profile) %>">Open</a></td>

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

@@ -71,7 +71,8 @@
       <dt>Designation</dt><dd><%= @profile.designation.presence || "—" %></dd>
       <dt>Reports to</dt><dd><%= @profile.manager ? hr_display_name(@profile.manager) : "—" %></dd>
       <dt>Department</dt><dd><%= @profile.department.presence || "—" %></dd>
-      <dt>Joined</dt><dd><%= @profile.date_of_joining.strftime("%d %b %Y") %></dd>
+      <dt>Joined</dt><dd><%= @profile.date_of_joining.strftime("%d %b %Y") %>
+        <% if @profile.on_probation? %><span class="hrl-badge hrl-badge--warn">Probation</span><% end %></dd>
       <% if @profile.date_of_exit %><dt>Exited</dt><dd><%= @profile.date_of_exit.strftime("%d %b %Y") %></dd><% end %>
       <dt>Tax regime</dt><dd><%= @profile.tax_regime.humanize %></dd>
       <dt>PAN</dt><dd><%= @profile.masked_pan || "—" %></dd>

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

@@ -29,9 +29,9 @@
     </div>
     <div class="hrl-field"><%= f.label :start_date, "From" %><%= f.date_field :start_date %></div>
     <div class="hrl-field"><%= f.label :end_date, "To" %><%= f.date_field :end_date %></div>
-    <div class="hrl-field hrl-field--check">
-      <%= f.check_box :half_day %>
-      <%= f.label :half_day, "Half day (single-day only)" %>
+    <div class="hrl-field">
+      <%= f.label :half_day_part, "Day" %>
+      <%= f.select :half_day_part, HrLite::DAY_PARTS %>
     </div>
     <div class="hrl-field"><%= f.label :reason, "Note (optional)" %><%= f.text_area :reason %></div>
     <div class="hrl-form-actions">

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

@@ -12,7 +12,8 @@
       <dd><%= (boss = @profile.active_manager) ? "#{hr_display_name(boss)} (your L1)" : "—" %>
         · <a href="<%= hr_lite.org_path %>">Org chart</a></dd>
       <dt>Department</dt><dd><%= @profile.department.presence || "—" %></dd>
-      <dt>Joined</dt><dd><%= @profile.date_of_joining.strftime("%d %B %Y") %></dd>
+      <dt>Joined</dt><dd><%= @profile.date_of_joining.strftime("%d %B %Y") %>
+        <% if @profile.on_probation? %><span class="hrl-badge hrl-badge--warn">Probation</span><% end %></dd>
       <dt>Tax regime</dt><dd><%= @profile.tax_regime.humanize %></dd>
       <dt>PAN</dt><dd><%= @profile.masked_pan || "—" %></dd>
       <dt>PF UAN</dt><dd><%= @profile.masked_uan || "—" %></dd>

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

@@ -21,9 +21,9 @@
       <%= f.label :end_date, "To" %>
       <%= f.date_field :end_date %>
     </div>
-    <div class="hrl-field hrl-field--check">
-      <%= f.check_box :half_day %>
-      <%= f.label :half_day, "Half day (single-day requests only)" %>
+    <div class="hrl-field">
+      <%= f.label :half_day_part, "Day" %>
+      <%= f.select :half_day_part, HrLite::DAY_PARTS %>
     </div>
     <div class="hrl-field">
       <%= f.label :reason, "Reason (optional)" %>

data/db/migrate/20261006090000_add_probation_until_to_hr_lite_employee_profiles.rb

@@ -0,0 +1,5 @@
+class AddProbationUntilToHrLiteEmployeeProfiles < ActiveRecord::Migration[8.1]
+  def change
+    add_column :hr_lite_employee_profiles, :probation_until, :date
+  end
+end

data/db/migrate/20261006120000_add_half_day_part_to_hr_lite_leave_requests.rb

@@ -0,0 +1,5 @@
+class AddHalfDayPartToHrLiteLeaveRequests < ActiveRecord::Migration[8.1]
+  def change
+    add_column :hr_lite_leave_requests, :half_day_part, :string
+  end
+end

data/db/migrate/20261006120100_add_half_day_part_to_hr_lite_attendance_records.rb

@@ -0,0 +1,5 @@
+class AddHalfDayPartToHrLiteAttendanceRecords < ActiveRecord::Migration[8.1]
+  def change
+    add_column :hr_lite_attendance_records, :half_day_part, :string
+  end
+end

data/lib/hr_lite/configuration.rb

@@ -12,7 +12,9 @@ module HrLite
                   :onboard_user, :offboard_user, :invite_url_for,
                   # ->(user) { { url:, unread: } } — shows a notifications link in
                   # the HR shell; nil (default) shows nothing.
-                  :notifications
+                  :notifications,
+                  # e.g. 6 — default probation for new hires (admin edits per employee)
+                  :probation_months
 
     attr_reader :leave_year_start_month, :slip_release_day, :self_regularization
 

data/lib/hr_lite/version.rb

@@ -1,3 +1,3 @@
 module HrLite
-  VERSION = "0.20.2"
+  VERSION = "0.21.0"
 end

data/lib/hr_lite.rb

@@ -17,6 +17,8 @@ require "hr_lite/amount_in_words"
 require "hr_lite/statutory_rate_card"
 
 module HrLite
+  # Full day / first half / second half — one picker for leave and attendance.
+  DAY_PARTS = [ [ "Full day", "" ], [ "First half", "first" ], [ "Second half", "second" ] ].freeze
   class << self
     def config
       @config ||= Configuration.new

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: hr_lite
 version: !ruby/object:Gem::Version
-  version: 0.20.2
+  version: 0.21.0
 platform: ruby
 authors:
 - kshitiz sinha
@@ -376,6 +376,9 @@ files:
 - 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
+- db/migrate/20261006090000_add_probation_until_to_hr_lite_employee_profiles.rb
+- db/migrate/20261006120000_add_half_day_part_to_hr_lite_leave_requests.rb
+- db/migrate/20261006120100_add_half_day_part_to_hr_lite_attendance_records.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