hr_lite 0.22.1 → 0.23.0

checksums.yaml

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

@@ -7,6 +7,16 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [0.23.0] - 2026-10-10
+
+Two migrations: `hr_lite_performance_plans` and `hr_lite_awards`. No new permission keys.
+
+### Added
+- Employee timeline: `/timeline` (your own) and `/people/:user_id/timeline` (anyone's), with a year picker; every name on the org chart links to it, and the admin employee page has a Timeline button. A header card gives role, department, joining date and tenure. Below it, two cards on a dot-and-rail list grouped by month, each event labelled in words (Leave, Promotion, Kudos, Award, Pay, Performance…). "Public timeline", which everyone sees: joining and exit, role changes in effect, kudos received and given, awards, and approved leave (colleagues see "On leave" without the type). "Private records", on a shaded card with a dashed rail and hollow dots, shown only to the employee and to whoever the permission reaches, and absent altogether for anyone else: bonus, incentive and arrears items and loans (`payroll.view`), approved and reimbursed expenses (`expense.approve`), shared appraisals and PIPs (`appraisal.view`), approved attendance fixes (`attendance.view`), comp-off earned (`leave.view`), assets given and returned (`asset.view`), verified documents (each document's own `readable_by?`), resignation filed and accepted (`resignation.view`), probation end (`profile.view`) and resolved help-desk requests (`hr_request.manage`). New CSS: `.hrl-timeline`, `.hrl-timeline__month`, `.hrl-timeline__item`, `.hrl-timeline__title`, `.hrl-card--private`. `HrLite::Timeline` reads existing records only.
+- Performance improvement plans (`HrLite::PerformancePlan`): Super Admin starts one at Organisation → PIPs (`/admin/performance_plans`, or "Start PIP" on the employee page) with goals and a review date, then marks it extended, passed or failed; passed or failed stamps `closed_at` and freezes the plan. The employee hears `pip.started` and `pip.closed` (bell and email, never leadership). PIPs are money tier in the audit trail, like appraisals.
+- Employee of the Month, Quarter and Year (`HrLite::Award`): Leadership picks the winner and writes a citation at Organisation → Awards (`/admin/awards`); one winner per period, saved as the period's first day. The winner hears `award.won`, and a Home card shows the current winner of each to everyone.
+- Deviation from the plan: PIPs sit with appraisals under the Super Admin screens (`SuperadminController`) and Awards under Leadership (`LeadershipController`), rather than new permission keys, so existing installs need no role changes.
+
 ## [0.22.1] - 2026-10-09
 
 ### Added

data/README.md

@@ -363,6 +363,16 @@ visible to everyone and shows the reporting tree — names, designations and
 departments only, never salary or private data — with each viewer's own
 reporting line labelled L1/L2/…
 
+Every employee has a timeline (`/timeline`, a colleague's at
+`/people/:user_id/timeline`, linked from the org chart): joining and exit,
+role changes, kudos received, awards and leave dates are public; leave type,
+bonus and other pay items, loans, expenses, appraisals and performance
+improvement plans show only to the employee and to whoever the matching
+permission reaches (`leave.view`, `payroll.view`, `expense.approve`,
+`appraisal.view`). Super Admin writes PIPs at `/admin/performance_plans`;
+Leadership picks Employee of the Month, Quarter and Year at `/admin/awards`,
+and Home shows the current winners to everyone.
+
 ## Recurring jobs
 
 Schedule these on the host's job scheduler (cron, GoodJob, Sidekiq-cron,

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

@@ -373,6 +373,23 @@ summary.hrl-btn::-webkit-details-marker { display: none; } /* Safari before 18.4
 .hrl-feed__meta { color: var(--hrl-muted); font-size: var(--hrl-t-small); }
 .hrl-feed__body { min-width: 0; flex: 1; overflow-wrap: anywhere; }
 
+/* Employee timeline: a rail with a dot per event, grouped by month. Private
+   records sit on a shaded card with a dashed rail and hollow dots, and say
+   "Private" in words, so the difference never rests on colour alone. */
+.hrl-timeline__month { margin: var(--hrl-s-4) 0 var(--hrl-s-2); font-size: var(--hrl-t-small); color: var(--hrl-muted); }
+.hrl-timeline { list-style: none; margin: 0; padding: 0 0 0 var(--hrl-s-5); border-left: 2px solid var(--hrl-line); }
+.hrl-timeline__item { position: relative; padding: 0 0 var(--hrl-s-4); min-width: 0; overflow-wrap: anywhere; }
+.hrl-timeline__item::before {
+  content: ""; position: absolute; left: calc(-1 * var(--hrl-s-5) - 7px); top: 6px;
+  width: 12px; height: 12px; border-radius: var(--hrl-radius-pill); background: var(--hrl-accent);
+}
+.hrl-timeline__title { margin: var(--hrl-s-1) 0 0; font-weight: 600; }
+.hrl-timeline__item p.hrl-feed__meta { margin: 2px 0 0; }
+.hrl-card--private { background: var(--hrl-bg); border-style: dashed; }
+.hrl-card--private .hrl-timeline { border-left-style: dashed; border-left-color: var(--hrl-field); }
+.hrl-card--private .hrl-timeline__item::before { background: var(--hrl-bg); border: 2px solid var(--hrl-field); }
+.hrl-card--private .hrl-badge--muted { background: var(--hrl-card); }
+
 /* Mention autocomplete menu */
 .hrl-mention-wrap { position: relative; }
 .hrl-mention-menu {
@@ -403,6 +420,7 @@ summary.hrl-btn::-webkit-details-marker { display: none; } /* Safari before 18.4
 .hrl-tree__card--me { border-color: var(--hrl-accent); background: var(--hrl-info-bg); }
 .hrl-tree__name, .hrl-tree__role { min-width: 0; overflow-wrap: anywhere; }
 .hrl-tree__name { font-weight: 700; font-size: var(--hrl-t-small); }
+a.hrl-tree__name { display: inline-flex; align-items: center; min-height: var(--hrl-target); }
 .hrl-tree__role { color: var(--hrl-muted); font-size: var(--hrl-t-small); }
 .hrl-chainrow { display: flex; flex-wrap: wrap; align-items: center; gap: .4rem; }
 .hrl-chainrow__step { display: inline-flex; align-items: center; gap: .4rem; min-width: 0; }

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

@@ -0,0 +1,43 @@
+module HrLite
+  module Admin
+    # Employee of the month, quarter and year. Leadership picks the winner.
+    class AwardsController < LeadershipController
+      before_action :set_award, only: %i[edit update]
+
+      def index
+        @awards = paginate(Award.includes(:user).recent_first)
+      end
+
+      def new
+        @award = Award.new(kind: "month", period_start: Date.current)
+      end
+
+      def create
+        @award = Award.new(award_params.merge(created_by_id: hr_current_user.id))
+        if @award.save
+          redirect_to admin_awards_path, notice: "#{@award.title} saved."
+        else
+          render :new, status: :unprocessable_entity
+        end
+      end
+
+      def edit; end
+
+      def update
+        if @award.update(award_params)
+          redirect_to admin_awards_path, notice: "Award updated."
+        else
+          render :edit, status: :unprocessable_entity
+        end
+      end
+
+      private
+
+      def set_award = @award = Award.find(params[:id])
+
+      def award_params
+        params.require(:award).permit(:user_id, :kind, :period_start, :citation)
+      end
+    end
+  end
+end

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

@@ -0,0 +1,46 @@
+module HrLite
+  module Admin
+    # Performance improvement plans: the appraisal tier, so Super Admin only.
+    class PerformancePlansController < SuperadminController
+      before_action :set_plan, only: %i[edit update]
+
+      def index
+        @plans = paginate(PerformancePlan.includes(:user).open_first)
+      end
+
+      def new
+        @plan = PerformancePlan.new(user_id: params[:user_id], start_date: Date.current, end_date: Date.current + 30)
+      end
+
+      def create
+        @plan = PerformancePlan.new(plan_params.merge(created_by_id: hr_current_user.id))
+        if @plan.save
+          redirect_to admin_performance_plans_path, notice: "PIP started."
+        else
+          render :new, status: :unprocessable_entity
+        end
+      end
+
+      def edit; end
+
+      def update
+        if @plan.update(plan_params.except(:user_id))
+          redirect_to admin_performance_plans_path, notice: "PIP updated."
+        else
+          render :edit, status: :unprocessable_entity
+        end
+      end
+
+      private
+
+      def set_plan
+        @plan = PerformancePlan.find(params[:id])
+        redirect_to admin_performance_plans_path, alert: "A closed PIP cannot be changed." if @plan.closed?
+      end
+
+      def plan_params
+        params.require(:performance_plan).permit(:user_id, :start_date, :end_date, :goals, :status, :outcome_note)
+      end
+    end
+  end
+end

data/app/controllers/hr_lite/home_controller.rb

@@ -2,6 +2,7 @@ module HrLite
   class HomeController < ApplicationController
     def index
       @latest_kudos = Kudo.recent.includes(:giver, kudo_mentions: :user).limit(3)
+      @awards = Award.current
       @out_week = LeaveRequest.approved.overlapping_range(Date.current.beginning_of_week, Date.current.end_of_week)
                               .includes(:user).where(user_id: HrLite.active_employees.map(&:id))
                               .sort_by { |leave| hr_display_name(leave.user).downcase }

data/app/controllers/hr_lite/timelines_controller.rb

@@ -0,0 +1,19 @@
+module HrLite
+  # Anyone's year on one page. Every employee may open a colleague's timeline;
+  # HrLite::Timeline decides which events the viewer is allowed to see.
+  class TimelinesController < ApplicationController
+    def show
+      @person = params[:user_id] ? HrLite.employees.find { |u| u.id == params[:user_id].to_i } : hr_current_user
+      raise ActiveRecord::RecordNotFound unless @person
+
+      year = params[:year].to_i
+      @year = year.between?(2000, 2100) ? year : Date.current.year
+      @profile = EmployeeProfile.find_by(user_id: @person.id)
+      timeline = Timeline.new(user: @person, viewer: hr_current_user, year: @year)
+      @public_events = timeline.public_events
+      @private_events = timeline.private_events
+      # Shown only to someone who may see private rows at all: the person, or a reach-holder.
+      @private_card = @person.id == hr_current_user.id || @private_events.any?
+    end
+  end
+end

data/app/helpers/hr_lite/application_helper.rb

@@ -17,6 +17,7 @@ module HrLite
       { label: "Documents",  path: :documents_path,      match: [ "/documents" ], group: "Me" },
       { label: "ID card",    path: :id_card_path,        match: [ "/id_card" ], group: "Me" },
       { label: "Career",     path: :career_path,         match: [ "/career", "/appraisals" ], group: "Me" },
+      { label: "Timeline",   path: :timeline_path,       match: [ "/timeline" ], group: "Me" },
       { label: "Policies",   path: :policies_path,       match: [ "/policies" ], group: "Company" },
       { label: "Ask HR",     path: :hr_requests_path,    match: [ "/hr_requests" ], group: "Company" },
       { label: "Org",        path: :org_path,            match: [ "/org" ], group: "Company" },
@@ -42,6 +43,7 @@ module HrLite
 
     LEADERSHIP_NAV_ITEMS = [
       { label: "Employees", path: :admin_employees_path,        match: [ "/admin/employees" ] },
+      { label: "Awards",    path: :admin_awards_path,           match: [ "/admin/awards" ] },
       { label: "Settings",  path: :admin_leave_types_path,      match: [ "/admin/leave_types", "/admin/office_locations", "/admin/holidays", "/admin/setting", "/admin/expense_categories" ] },
       { label: "Audit",     path: :admin_audit_logs_path,       match: [ "/admin/audit_logs" ] },
       { label: "Policies",  path: :admin_policies_path,         match: [ "/admin/policies" ] },
@@ -56,7 +58,8 @@ module HrLite
       { label: "Roles",   path: :admin_roles_path,        match: [ "/admin/roles" ] },
       { label: "Rates",   path: :admin_statutory_rate_cards_path, match: [ "/admin/statutory_rate_cards" ] },
       { label: "Tax",     path: :admin_tax_declarations_path, match: [ "/admin/tax_declarations" ] },
-      { label: "Loans",   path: :admin_loans_path,        match: [ "/admin/loans" ] }
+      { label: "Loans",   path: :admin_loans_path,        match: [ "/admin/loans" ] },
+      { label: "PIPs",    path: :admin_performance_plans_path, match: [ "/admin/performance_plans" ] }
     ].freeze
 
     # DayStatus kind => [code, word, month-grid cell modifier]: the code keeps a state readable without its colour.

data/app/models/hr_lite/audit_log.rb

@@ -15,6 +15,7 @@ module HrLite
     MONEY_TIER_TYPES = %w[
       HrLite::Appraisal HrLite::DesignationChange HrLite::SalaryStructure
       HrLite::PayrollRun HrLite::SalarySlip HrLite::PayrollLineItem HrLite::Loan
+      HrLite::PerformancePlan
     ].freeze
 
     scope :recent, -> { order(created_at: :desc) }

data/app/models/hr_lite/award.rb

@@ -0,0 +1,50 @@
+module HrLite
+  # Employee of the month, quarter or year. Leadership picks the winner; one
+  # per period, editable (to correct the winner) but never deleted.
+  class Award < ApplicationRecord
+    include Audited
+
+    KINDS = %w[month quarter year].freeze
+
+    belongs_to :user, class_name: HrLite.config.user_class
+    belongs_to :created_by, class_name: HrLite.config.user_class, optional: true
+
+    validates :kind, inclusion: { in: KINDS }
+    validates :period_start, :citation, presence: true
+    validates :period_start, uniqueness: { scope: :kind, message: "already has a winner" }
+
+    before_validation :normalise_period
+    after_save_commit :notify, if: -> { saved_change_to_user_id? }
+
+    scope :recent_first, -> { order(period_start: :desc, kind: :asc) }
+
+    # The latest started award of each kind, month first.
+    def self.current
+      KINDS.filter_map { |kind| where(kind: kind, period_start: ..Date.current).order(period_start: :desc).first }
+    end
+
+    def title = "Employee of the #{kind}"
+
+    def period_label
+      case kind
+      when "month" then period_start.strftime("%B %Y")
+      when "quarter" then "Q#{(period_start.month - 1) / 3 + 1} #{period_start.year}"
+      else period_start.year.to_s
+      end
+    end
+
+    private
+
+    def normalise_period
+      return unless period_start
+
+      self.period_start = { "month" => period_start.beginning_of_month, "quarter" => period_start.beginning_of_quarter,
+                            "year" => period_start.beginning_of_year }.fetch(kind, period_start)
+    end
+
+    def notify
+      Notifications.publish("award.won", title: "You are #{title} — #{period_label}", body: citation,
+                                         path: "/timeline", bell_to: [ user ], email_to: [ user ])
+    end
+  end
+end

data/app/models/hr_lite/performance_plan.rb

@@ -0,0 +1,43 @@
+module HrLite
+  # A performance improvement plan. Super Admin writes it (the appraisal
+  # tier); the employee is told when it starts and when it closes. Closing as
+  # passed or failed stamps closed_at and freezes the row.
+  class PerformancePlan < ApplicationRecord
+    include Audited
+
+    STATUSES = %w[active extended passed failed].freeze
+    CLOSED = %w[passed failed].freeze
+
+    belongs_to :user, class_name: HrLite.config.user_class
+    belongs_to :created_by, class_name: HrLite.config.user_class, optional: true
+
+    validates :start_date, :end_date, :goals, presence: true
+    validates :status, inclusion: { in: STATUSES }
+    validate :ends_after_start
+
+    scope :open_first, -> { order(Arel.sql("CASE WHEN status IN ('active', 'extended') THEN 0 ELSE 1 END"), :end_date) }
+
+    before_save { self.closed_at ||= Time.current if closed? }
+    after_create_commit { notify("pip.started", "Performance improvement plan started", "Runs until #{end_date.strftime('%d %b %Y')}.") }
+    after_update_commit do
+      notify("pip.closed", "Performance improvement plan #{status}", outcome_note) if saved_change_to_status? && closed?
+    end
+
+    def closed? = CLOSED.include?(status)
+
+    # A closed plan is the record of its outcome.
+    def readonly?
+      persisted? && CLOSED.include?(status_in_database) && !destroyed?
+    end
+
+    private
+
+    def ends_after_start
+      errors.add(:end_date, "must be after the start date") if start_date && end_date && end_date <= start_date
+    end
+
+    def notify(event, title, body)
+      Notifications.publish(event, title: title, body: body.presence, path: "/timeline", bell_to: [ user ], email_to: [ user ])
+    end
+  end
+end

data/app/services/hr_lite/timeline.rb

@@ -0,0 +1,183 @@
+module HrLite
+  # One employee's year as `viewer` may see it, split into what everyone may
+  # read (#public_events) and what only the employee and whoever the matching
+  # permission reaches may read (#private_events). Leave type follows
+  # leave.view, like the "Out in the next 2 weeks" card.
+  class Timeline
+    Event = Struct.new(:date, :category, :title, :detail, keyword_init: true)
+
+    PAY_CODES = %w[bonus incentive arrears].freeze
+
+    def initialize(user:, viewer:, year:)
+      @user = user
+      @viewer = viewer
+      @range = Date.new(year)..Date.new(year).end_of_year
+    end
+
+    def public_events = newest_first(lifecycle + promotions + kudos_received + kudos_given + awards + leaves)
+
+    def private_events
+      newest_first(pay_items + loans + expenses + appraisals + plans + attendance_fixes + comp_offs +
+                   assets + documents + resignations + probation + hr_requests)
+    end
+
+    private
+
+    def newest_first(events) = events.select { |e| @range.cover?(e.date) }.sort_by { |e| -e.date.jd }
+
+    def visible?(key)
+      @viewer.id == @user.id || HrLite.reaches?(@viewer, key, @user)
+    end
+
+    def mine = { user_id: @user.id }
+    def days = @range.begin.beginning_of_day..@range.end.end_of_day
+    def event(date, category, title, detail = nil) = Event.new(date: date, category: category, title: title, detail: detail.presence)
+    def profile = @profile ||= EmployeeProfile.find_by(user_id: @user.id)
+
+    # --- public ---------------------------------------------------------------
+
+    def lifecycle
+      return [] unless profile
+
+      [ [ profile.date_of_joining, "Joined the company" ], [ profile.date_of_exit, "Left the company" ] ]
+        .select { |date, _| date && date <= Date.current }
+        .map { |date, title| event(date, "Milestone", title) }
+    end
+
+    def promotions
+      DesignationChange.where(**mine, effective_date: @range.begin..[ @range.end, Date.current ].min).map do |change|
+        event(change.effective_date, "Promotion", "New role: #{change.to_designation}",
+              change.from_designation.presence && "from #{change.from_designation}")
+      end
+    end
+
+    def kudos_received
+      Kudo.joins(:kudo_mentions).where(hr_lite_kudo_mentions: mine, created_at: days).includes(:giver).map do |kudo|
+        event(kudo.created_at.to_date, "Kudos", "Kudos from #{HrLite.display_name(kudo.giver)}", kudo_text(kudo))
+      end
+    end
+
+    def kudos_given
+      Kudo.where(giver_id: @user.id, created_at: days).includes(:mentioned_users).map do |kudo|
+        names = kudo.mentioned_users.map { |u| HrLite.display_name(u) }.to_sentence
+        event(kudo.created_at.to_date, "Kudos", "Gave kudos#{" to #{names}" if names.present?}", kudo_text(kudo))
+      end
+    end
+
+    def kudo_text(kudo) = [ kudo.badge_label, MentionParser.strip_markers(kudo.message) ].compact.join(" · ")
+
+    def awards
+      Award.where(**mine, period_start: @range).map do |award|
+        event(award.period_start, "Award", "#{award.title} — #{award.period_label}", award.citation)
+      end
+    end
+
+    def leaves
+      typed = visible?("leave.view")
+      LeaveRequest.approved.where(mine).overlapping_range(@range.begin, @range.end).includes(:leave_type).map do |leave|
+        event(leave.start_date, "Leave", typed ? leave.leave_type.name : "On leave", leave.date_range_label)
+      end
+    end
+
+    # --- private --------------------------------------------------------------
+
+    def pay_items
+      return [] unless visible?("payroll.view")
+
+      PayrollLineItem.joins(:component).includes(:component).where(**mine, period_month: @range)
+                     .where(hr_lite_salary_components: { code: PAY_CODES }).map do |item|
+        event(item.period_month, "Pay", item.component.label, [ Money.format(item.amount), item.note.presence ].compact.join(" · "))
+      end
+    end
+
+    def loans
+      return [] unless visible?("payroll.view")
+
+      Loan.where(**mine, starts_on: @range).map { |loan| event(loan.starts_on, "Pay", "Loan of #{Money.format(loan.principal)}", loan.reason) }
+    end
+
+    def expenses
+      return [] unless visible?("expense.approve")
+
+      Expense.where(**mine, status: %w[approved reimbursed], spent_on: @range).includes(:category).map do |expense|
+        event(expense.spent_on, "Expense", "Expense #{expense.status}: #{expense.category.name}",
+              "#{Money.format(expense.amount)} · #{expense.description}")
+      end
+    end
+
+    def appraisals
+      return [] unless visible?("appraisal.view")
+
+      Appraisal.shared.where(**mine, shared_at: days).map do |appraisal|
+        outcome = appraisal.outcome == "none" ? nil : appraisal.outcome.humanize
+        event(appraisal.shared_at.to_date, "Performance", "Appraisal #{appraisal.period_label}",
+              [ appraisal.rating && "Rating #{appraisal.rating}/5", outcome ].compact.join(" · "))
+      end
+    end
+
+    def plans
+      return [] unless visible?("appraisal.view")
+
+      PerformancePlan.where(mine).where(start_date: ..@range.end).flat_map do |plan|
+        [ event(plan.start_date, "Performance", "Performance improvement plan started", "Until #{plan.end_date.strftime('%d %b %Y')}"),
+          plan.closed_at && event(plan.closed_at.to_date, "Performance", "Performance improvement plan #{plan.status}", plan.outcome_note) ].compact
+      end
+    end
+
+    def attendance_fixes
+      return [] unless visible?("attendance.view")
+
+      RegularizationRequest.where(**mine, status: "approved", date: @range).map do |fix|
+        event(fix.date, "Attendance", "Attendance fixed (#{fix.times_label})", fix.reason)
+      end
+    end
+
+    def comp_offs
+      return [] unless visible?("leave.view")
+
+      CompOffRequest.where(**mine, status: "approved", date_worked: @range).map do |comp_off|
+        event(comp_off.date_worked, "Leave", "Comp-off earned (#{comp_off.credit_days} day)", comp_off.reason)
+      end
+    end
+
+    def assets
+      return [] unless visible?("asset.view")
+
+      AssetAssignment.where(mine).includes(:asset).flat_map do |held|
+        [ event(held.assigned_on, "Asset", "Given #{held.asset.name}", held.asset.serial_number),
+          held.returned_on && event(held.returned_on, "Asset", "Returned #{held.asset.name}", held.condition_note) ].compact
+      end
+    end
+
+    def documents
+      Document.where(**mine, verification: "verified", verified_at: days).select { |doc| doc.readable_by?(@viewer) }.map do |doc|
+        event(doc.verified_at.to_date, "Document", "Document verified: #{doc.title}")
+      end
+    end
+
+    def resignations
+      return [] unless visible?("resignation.view")
+
+      Resignation.where(mine).flat_map do |resignation|
+        accepted = resignation.status == "accepted" && resignation.decided_at
+        [ event(resignation.created_at.to_date, "Exit", "Resigned", "Proposed last day #{resignation.proposed_last_day.strftime('%d %b %Y')}"),
+          accepted && event(resignation.decided_at.to_date, "Exit", "Resignation accepted",
+                            "Last day #{resignation.proposed_last_day.strftime('%d %b %Y')}") ].select(&:itself)
+      end
+    end
+
+    def probation
+      return [] unless profile&.probation_until && visible?("profile.view")
+
+      [ event(profile.probation_until, "Milestone", profile.probation_until < Date.current ? "Probation ended" : "Probation ends") ]
+    end
+
+    def hr_requests
+      return [] unless visible?("hr_request.manage")
+
+      HrRequest.where(**mine, status: %w[resolved closed], resolved_at: days).map do |request|
+        event(request.resolved_at.to_date, "Help desk", "Request resolved: #{request.subject}", request.resolution)
+      end
+    end
+  end
+end

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

@@ -0,0 +1,24 @@
+<section class="hrl-card">
+  <%= form_with model: award, url: url, method: method, scope: :award, local: true do |f| %>
+    <%= render "hr_lite/shared/form_errors", record: award %>
+    <div class="hrl-field">
+      <%= f.label :kind, "Award" %>
+      <%= f.select :kind, HrLite::Award::KINDS.map { |k| [ "Employee of the #{k}", k ] } %>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :period_start, "Any day in the period" %>
+      <%= f.date_field :period_start %>
+      <p class="hrl-hint">Saved as the start of that month, quarter or year.</p>
+    </div>
+    <div class="hrl-field">
+      <%= f.label :user_id, "Winner" %>
+      <%= f.select :user_id, options_for_select(HrLite.active_employees.map { |u| [ hr_display_name(u), u.id ] }, award.user_id),
+                   { include_blank: "Choose…" }, data: { hrl_filter: "Type a name to filter" } %>
+    </div>
+    <div class="hrl-field"><%= f.label :citation, "Why they won" %><%= f.text_area :citation, rows: 3 %></div>
+    <div class="hrl-form-actions">
+      <%= f.submit "Save", class: "hrl-btn hrl-btn--primary" %>
+      <a class="hrl-btn" href="<%= hr_lite.admin_awards_path %>">Cancel</a>
+    </div>
+  <% end %>
+</section>

data/app/views/hr_lite/admin/awards/edit.html.erb

@@ -0,0 +1,3 @@
+<% content_for(:page_title) { "Edit award" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title"><%= @award.title %> — <%= @award.period_label %></h1></div>
+<%= render "form", award: @award, url: hr_lite.admin_award_path(@award), method: :patch %>

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

@@ -0,0 +1,30 @@
+<% content_for(:page_title) { "Awards" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Employee of the month, quarter and year</h1>
+  <div class="hrl-page__actions">
+    <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_admin_award_path %>">Pick a winner</a>
+  </div>
+</div>
+
+<section class="hrl-card">
+  <% if @awards.any? %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Award</th><th>Period</th><th>Winner</th><th></th></tr></thead>
+        <tbody>
+          <% @awards.each do |award| %>
+            <tr>
+              <td data-label="Award"><%= award.title %></td>
+              <td data-label="Period"><%= award.period_label %></td>
+              <td data-label="Winner"><%= hr_display_name(award.user) %></td>
+              <td data-label=""><a class="hrl-card__link" href="<%= hr_lite.edit_admin_award_path(award) %>">Edit</a></td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+    <%= hrl_pagination %>
+  <% else %>
+    <p class="hrl-card--empty">No winners picked yet.</p>
+  <% end %>
+</section>

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

@@ -0,0 +1,3 @@
+<% content_for(:page_title) { "New award" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Pick a winner</h1></div>
+<%= render "form", award: @award, url: hr_lite.admin_awards_path, method: :post %>

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

@@ -4,9 +4,11 @@
   <div class="hrl-page__actions">
     <a class="hrl-btn" href="<%= hr_lite.edit_admin_employee_path(@profile) %>">Edit</a>
     <a class="hrl-btn" href="<%= hr_lite.id_card_path(user_id: @profile.user_id) %>">ID card</a>
+    <a class="hrl-btn" href="<%= hr_lite.person_timeline_path(@profile.user_id) %>">Timeline</a>
     <% if hr_superadmin? %>
       <a class="hrl-btn" href="<%= hr_lite.new_admin_employee_appraisal_path(@profile) %>">New appraisal</a>
       <a class="hrl-btn" href="<%= hr_lite.new_admin_employee_designation_change_path(@profile) %>">Role change</a>
+      <a class="hrl-btn" href="<%= hr_lite.new_admin_performance_plan_path(user_id: @profile.user_id) %>">Start PIP</a>
       <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_admin_employee_salary_structure_path(@profile) %>">New structure</a>
     <% end %>
   </div>

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

@@ -0,0 +1,29 @@
+<section class="hrl-card">
+  <%= form_with model: plan, url: url, method: method, scope: :performance_plan, local: true do |f| %>
+    <%= render "hr_lite/shared/form_errors", record: plan %>
+    <div class="hrl-field">
+      <%= f.label :user_id, "Employee" %>
+      <% if plan.persisted? %>
+        <p><strong><%= hr_display_name(plan.user) %></strong></p>
+      <% else %>
+        <%= f.select :user_id, options_for_select(HrLite.active_employees.map { |u| [ hr_display_name(u), u.id ] }, plan.user_id),
+                     { include_blank: "Choose…" }, data: { hrl_filter: "Type a name to filter" } %>
+      <% end %>
+    </div>
+    <div class="hrl-field"><%= f.label :start_date %><%= f.date_field :start_date %></div>
+    <div class="hrl-field"><%= f.label :end_date, "Review by" %><%= f.date_field :end_date %></div>
+    <div class="hrl-field"><%= f.label :goals, "Goals the employee must meet" %><%= f.text_area :goals, rows: 5 %></div>
+    <% if plan.persisted? %>
+      <div class="hrl-field">
+        <%= f.label :status %>
+        <%= f.select :status, HrLite::PerformancePlan::STATUSES.map { |s| [ s.humanize, s ] } %>
+        <p class="hrl-hint">Passed or failed closes the plan for good and tells the employee.</p>
+      </div>
+      <div class="hrl-field"><%= f.label :outcome_note, "Outcome note" %><%= f.text_area :outcome_note, rows: 3 %></div>
+    <% end %>
+    <div class="hrl-form-actions">
+      <%= f.submit plan.persisted? ? "Save" : "Start PIP", class: "hrl-btn hrl-btn--primary" %>
+      <a class="hrl-btn" href="<%= hr_lite.admin_performance_plans_path %>">Cancel</a>
+    </div>
+  <% end %>
+</section>

data/app/views/hr_lite/admin/performance_plans/edit.html.erb

@@ -0,0 +1,3 @@
+<% content_for(:page_title) { "PIP — #{hr_display_name(@plan.user)}" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">PIP — <%= hr_display_name(@plan.user) %></h1></div>
+<%= render "form", plan: @plan, url: hr_lite.admin_performance_plan_path(@plan), method: :patch %>

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

@@ -0,0 +1,30 @@
+<% content_for(:page_title) { "PIPs" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Performance improvement plans</h1>
+  <div class="hrl-page__actions">
+    <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_admin_performance_plan_path %>">Start a PIP</a>
+  </div>
+</div>
+
+<section class="hrl-card">
+  <% if @plans.any? %>
+    <div class="hrl-table-wrap">
+      <table class="hrl-table hrl-table--stack">
+        <thead><tr><th>Employee</th><th>Period</th><th>Status</th><th></th></tr></thead>
+        <tbody>
+          <% @plans.each do |plan| %>
+            <tr>
+              <td data-label="Employee"><a class="hrl-card__link" href="<%= hr_lite.person_timeline_path(plan.user_id) %>"><%= hr_display_name(plan.user) %></a></td>
+              <td data-label="Period"><%= plan.start_date.strftime("%-d %b %Y") %> – <%= plan.end_date.strftime("%-d %b %Y") %></td>
+              <td data-label="Status"><span class="hrl-badge <%= { "passed" => "hrl-badge--ok", "failed" => "hrl-badge--bad" }.fetch(plan.status, "hrl-badge--warn") %>"><%= plan.status.humanize %></span></td>
+              <td data-label=""><% unless plan.closed? %><a class="hrl-card__link" href="<%= hr_lite.edit_admin_performance_plan_path(plan) %>">Update</a><% end %></td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+    <%= hrl_pagination %>
+  <% else %>
+    <p class="hrl-card--empty">No PIPs yet.</p>
+  <% end %>
+</section>

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

@@ -0,0 +1,3 @@
+<% content_for(:page_title) { "Start a PIP" } %>
+<div class="hrl-page__head"><h1 class="hrl-page__title">Start a performance improvement plan</h1></div>
+<%= render "form", plan: @plan, url: hr_lite.admin_performance_plans_path, method: :post %>

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

@@ -38,6 +38,25 @@
     <a class="hrl-card__link" href="<%= hr_lite.team_path %>">Team board</a>
   </section>
 
+  <% if @awards.any? %>
+    <section class="hrl-card">
+      <h2 class="hrl-card__title">Employee of the month, quarter and year</h2>
+      <ul class="hrl-feed">
+        <% @awards.each do |award| %>
+          <li class="hrl-feed__item">
+            <div class="hrl-feed__body">
+              <div class="hrl-row">
+                <a class="hrl-card__link" href="<%= hr_lite.person_timeline_path(award.user_id) %>"><%= hr_display_name(award.user) %></a>
+                <span class="hrl-badge"><%= award.title %> · <%= award.period_label %></span>
+              </div>
+              <div class="hrl-feed__meta"><%= award.citation %></div>
+            </div>
+          </li>
+        <% end %>
+      </ul>
+    </section>
+  <% end %>
+
   <section class="hrl-card">
     <h2 class="hrl-card__title">Latest kudos</h2>
     <% if @latest_kudos.any? %>

data/app/views/hr_lite/org/_node.html.erb

@@ -1,7 +1,7 @@
 <%# locals: profile — recursive org-chart node; @children / hr_current_user from OrgController %>
 <li class="hrl-tree__node">
   <div class="hrl-tree__card <%= 'hrl-tree__card--me' if profile.user_id == hr_current_user.id %>">
-    <span class="hrl-tree__name"><%= hr_display_name(profile.user) %></span>
+    <a class="hrl-tree__name" href="<%= hr_lite.person_timeline_path(profile.user_id) %>"><%= hr_display_name(profile.user) %></a>
     <% if profile.designation.present? %><span class="hrl-tree__role"><%= profile.designation %></span><% end %>
     <% if profile.department.present? %><span class="hrl-small hrl-muted"><%= profile.department %></span><% end %>
   </div>

data/app/views/hr_lite/timelines/_events.html.erb

@@ -0,0 +1,20 @@
+<%# locals: events, empty — one rail, grouped by month, newest first %>
+<% if events.any? %>
+  <% events.group_by { |e| e.date.beginning_of_month }.each do |month, rows| %>
+    <h3 class="hrl-timeline__month"><%= month.strftime("%B %Y") %></h3>
+    <ol class="hrl-timeline">
+      <% rows.each do |event| %>
+        <li class="hrl-timeline__item">
+          <div class="hrl-row">
+            <span class="hrl-badge hrl-badge--muted"><%= event.category %></span>
+            <time class="hrl-feed__meta hrl-right" datetime="<%= event.date.iso8601 %>"><%= event.date.strftime("%a %-d %b") %></time>
+          </div>
+          <p class="hrl-timeline__title"><%= event.title %></p>
+          <% if event.detail %><p class="hrl-feed__meta"><%= event.detail %></p><% end %>
+        </li>
+      <% end %>
+    </ol>
+  <% end %>
+<% else %>
+  <p class="hrl-muted hrl-small"><%= empty %></p>
+<% end %>

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

@@ -0,0 +1,36 @@
+<% content_for(:page_title) { "Timeline — #{hr_display_name(@person)}" } %>
+<% year_path = ->(y) { @person.id == hr_current_user.id ? hr_lite.timeline_path(year: y) : hr_lite.person_timeline_path(@person.id, year: y) } %>
+<% name = hr_display_name(@person) %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title"><%= name %></h1>
+</div>
+
+<section class="hrl-card">
+  <dl class="hrl-deflist">
+    <% if @profile&.designation.present? %><dt>Role</dt><dd><%= @profile.designation %></dd><% end %>
+    <% if @profile&.department.present? %><dt>Department</dt><dd><%= @profile.department %></dd><% end %>
+    <% if @profile %>
+      <dt>Joined</dt><dd><%= @profile.date_of_joining.strftime("%-d %B %Y") %>
+        <% unless @profile.date_of_exit && @profile.date_of_exit <= Date.current %><span class="hrl-muted">· <%= distance_of_time_in_words(@profile.date_of_joining, Date.current) %></span><% end %></dd>
+    <% end %>
+  </dl>
+  <div class="hrl-row hrl-mt">
+    <a class="hrl-btn" href="<%= year_path.(@year - 1) %>">&larr; <%= @year - 1 %></a>
+    <strong><%= @year %></strong>
+    <a class="hrl-btn" href="<%= year_path.(@year + 1) %>"><%= @year + 1 %> &rarr;</a>
+  </div>
+</section>
+
+<section class="hrl-card">
+  <h2 class="hrl-card__title">Public timeline</h2>
+  <p class="hrl-small hrl-muted">Everyone at the company can see this.</p>
+  <%= render "events", events: @public_events, empty: "Nothing public in #{@year}." %>
+</section>
+
+<% if @private_card %>
+  <section class="hrl-card hrl-card--private" aria-labelledby="private-records">
+    <h2 class="hrl-card__title" id="private-records">Private records</h2>
+    <p class="hrl-small"><strong>Private</strong> — only <%= @person.id == hr_current_user.id ? "you" : name %> and people with access can see this.</p>
+    <%= render "events", events: @private_events, empty: "Nothing private in #{@year}." %>
+  </section>
+<% end %>

data/config/routes.rb

@@ -39,6 +39,8 @@ HrLite::Engine.routes.draw do
   resources :loans, only: :index
   get "team", to: "team#show"
   get "org", to: "org#show"
+  get "timeline", to: "timelines#show"
+  get "people/:user_id/timeline", to: "timelines#show", as: :person_timeline
   resources :holidays, only: :index
   get "calendar", to: "calendar#show"
   resources :salary_slips, only: %i[index show]
@@ -116,6 +118,8 @@ HrLite::Engine.routes.draw do
       end
       resources :designation_changes, only: %i[new create]
     end
+    resources :performance_plans, only: %i[index new create edit update]
+    resources :awards, only: %i[index new create edit update]
     resources :payroll_runs, only: %i[index show new create destroy] do
       member do
         post :compute

data/db/migrate/20261010090000_create_hr_lite_performance_plans.rb

@@ -0,0 +1,22 @@
+class CreateHrLitePerformancePlans < ActiveRecord::Migration[8.1]
+  # A performance improvement plan: goals with a deadline, closed as passed or
+  # failed. Money tier, like appraisals — never deleted.
+  def change
+    create_table :hr_lite_performance_plans do |t|
+      t.bigint :user_id, null: false
+      t.date :start_date, null: false
+      t.date :end_date, null: false
+      t.text :goals, null: false
+      # active | extended | passed | failed
+      t.string :status, null: false, default: "active"
+      t.text :outcome_note
+      t.datetime :closed_at
+      t.bigint :created_by_id
+      t.timestamps
+    end
+    add_index :hr_lite_performance_plans, :user_id
+    add_check_constraint :hr_lite_performance_plans,
+                         "status IN ('active', 'extended', 'passed', 'failed')",
+                         name: "hr_lite_performance_plans_status_check"
+  end
+end

data/db/migrate/20261010090100_create_hr_lite_awards.rb

@@ -0,0 +1,17 @@
+class CreateHrLiteAwards < ActiveRecord::Migration[8.1]
+  # Employee of the month, quarter and year: one winner per period.
+  def change
+    create_table :hr_lite_awards do |t|
+      t.bigint :user_id, null: false
+      # month | quarter | year
+      t.string :kind, null: false
+      t.date :period_start, null: false
+      t.text :citation, null: false
+      t.bigint :created_by_id
+      t.timestamps
+    end
+    add_index :hr_lite_awards, %i[kind period_start], unique: true
+    add_index :hr_lite_awards, :user_id
+    add_check_constraint :hr_lite_awards, "kind IN ('month', 'quarter', 'year')", name: "hr_lite_awards_kind_check"
+  end
+end

data/lib/hr_lite/notifications.rb

@@ -26,6 +26,9 @@ module HrLite
       "kudos.mentioned"       => { bell: true,  email: true,  leadership_email: false, leadership_bell: false },
       "appraisal.shared"      => { bell: true,  email: true,  leadership_email: true,  leadership_bell: false },
       "promotion.recorded"    => { bell: true,  email: true,  leadership_email: true,  leadership_bell: true  },
+      "pip.started" => { bell: true, email: true, leadership_email: false, leadership_bell: false },
+      "pip.closed" => { bell: true, email: true, leadership_email: false, leadership_bell: false },
+      "award.won" => { bell: true, email: true, leadership_email: false, leadership_bell: false },
       "policy.changed"        => { bell: false, email: false, leadership_email: true,  leadership_bell: true  },
       # An approval past its deadline. Leadership hears too — a decision
       # nobody is making is a process problem, not just one person's inbox.

data/lib/hr_lite/version.rb

@@ -1,3 +1,3 @@
 module HrLite
-  VERSION = "0.22.1"
+  VERSION = "0.23.0"
 end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: hr_lite
 version: !ruby/object:Gem::Version
-  version: 0.22.1
+  version: 0.23.0
 platform: ruby
 authors:
 - kshitiz sinha
@@ -76,6 +76,7 @@ files:
 - app/controllers/hr_lite/admin/assets_controller.rb
 - app/controllers/hr_lite/admin/attendances_controller.rb
 - app/controllers/hr_lite/admin/audit_logs_controller.rb
+- app/controllers/hr_lite/admin/awards_controller.rb
 - app/controllers/hr_lite/admin/base_controller.rb
 - app/controllers/hr_lite/admin/benefits_controller.rb
 - app/controllers/hr_lite/admin/checklists_controller.rb
@@ -96,6 +97,7 @@ files:
 - app/controllers/hr_lite/admin/overview_controller.rb
 - app/controllers/hr_lite/admin/payroll_line_items_controller.rb
 - app/controllers/hr_lite/admin/payroll_runs_controller.rb
+- app/controllers/hr_lite/admin/performance_plans_controller.rb
 - app/controllers/hr_lite/admin/policies_controller.rb
 - app/controllers/hr_lite/admin/regularization_requests_controller.rb
 - app/controllers/hr_lite/admin/reports_controller.rb
@@ -134,6 +136,7 @@ files:
 - app/controllers/hr_lite/salary_slips_controller.rb
 - app/controllers/hr_lite/tax_declarations_controller.rb
 - app/controllers/hr_lite/team_controller.rb
+- app/controllers/hr_lite/timelines_controller.rb
 - app/controllers/hr_lite/users_controller.rb
 - app/helpers/hr_lite/application_helper.rb
 - app/jobs/hr_lite/application_job.rb
@@ -159,6 +162,7 @@ files:
 - app/models/hr_lite/asset_assignment.rb
 - app/models/hr_lite/attendance_record.rb
 - app/models/hr_lite/audit_log.rb
+- app/models/hr_lite/award.rb
 - app/models/hr_lite/benefit.rb
 - app/models/hr_lite/benefit_enrolment.rb
 - app/models/hr_lite/checklist_item.rb
@@ -181,6 +185,7 @@ files:
 - app/models/hr_lite/office_location.rb
 - app/models/hr_lite/payroll_line_item.rb
 - app/models/hr_lite/payroll_run.rb
+- app/models/hr_lite/performance_plan.rb
 - app/models/hr_lite/policy.rb
 - app/models/hr_lite/policy_acknowledgement.rb
 - app/models/hr_lite/professional_tax_slab.rb
@@ -212,6 +217,7 @@ files:
 - 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/timeline.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
@@ -222,6 +228,10 @@ files:
 - app/views/hr_lite/admin/attendances/show.html.erb
 - app/views/hr_lite/admin/attendances/week.html.erb
 - app/views/hr_lite/admin/audit_logs/index.html.erb
+- app/views/hr_lite/admin/awards/_form.html.erb
+- app/views/hr_lite/admin/awards/edit.html.erb
+- app/views/hr_lite/admin/awards/index.html.erb
+- app/views/hr_lite/admin/awards/new.html.erb
 - app/views/hr_lite/admin/benefits/index.html.erb
 - app/views/hr_lite/admin/benefits/new.html.erb
 - app/views/hr_lite/admin/checklists/index.html.erb
@@ -264,6 +274,10 @@ 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/performance_plans/_form.html.erb
+- app/views/hr_lite/admin/performance_plans/edit.html.erb
+- app/views/hr_lite/admin/performance_plans/index.html.erb
+- app/views/hr_lite/admin/performance_plans/new.html.erb
 - app/views/hr_lite/admin/policies/index.html.erb
 - app/views/hr_lite/admin/policies/new.html.erb
 - app/views/hr_lite/admin/regularization_requests/index.html.erb
@@ -337,6 +351,8 @@ files:
 - app/views/hr_lite/shared/_pagination.html.erb
 - app/views/hr_lite/tax_declarations/show.html.erb
 - app/views/hr_lite/team/show.html.erb
+- app/views/hr_lite/timelines/_events.html.erb
+- app/views/hr_lite/timelines/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
@@ -382,6 +398,8 @@ files:
 - 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
+- db/migrate/20261010090000_create_hr_lite_performance_plans.rb
+- db/migrate/20261010090100_create_hr_lite_awards.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