hr_lite 0.3.0 → 0.5.0

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data/CHANGELOG.md

@@ -7,6 +7,61 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [0.5.0] - 2026-07-20
+
+### Added
+
+- **Superadmin (money) tier** — `config.superadmin_emails`: only these
+  people reach salary structures, payroll runs, slips administration,
+  appraisals and promotions, or see salary/appraisal data on the
+  employee page and the Payroll nav item. Ordinary leadership keeps
+  governing people and policy. Empty list (default) = leadership keeps
+  the money tier, exactly as before.
+- **System-assigned employee codes**: prefix (Settings, default "EMP")
+  + zero-padded sequence — EMP001, EMP002, … Forms no longer accept a
+  code; changing the prefix starts a fresh sequence; explicitly-set
+  codes (imports/seeds) are never overwritten.
+- "New employee" button on the Employees screen.
+
+## [0.4.0] - 2026-07-19
+
+### Added
+
+- **Org chart (`/org`)**: everyone-visible reporting tree (who reports to
+  whom, names + designations + departments only — never salary or private
+  data) plus each viewer's own reporting line labelled L1/L2/... Managers
+  are set per employee by leadership ("Reports to"); reporting loops are
+  rejected.
+- **Configurable leave year** (`config.leave_year_start_month`, default 1):
+  set 7 for a July–June leave year. Balances, accrual, the year-boundary
+  split rule, carry-forward rollover and comp-off credits all follow it.
+  Balance headings show "2026–27"-style labels for non-calendar years.
+- **Joining-date proration, Keka-style**: entitlement accrues only from
+  the month someone joins (joined on/before the 15th → that month counts;
+  after → from the next month). Applies to monthly accrual AND
+  yearly-upfront grants (upfront = remaining months × monthly rate).
+
+### Changed
+
+- `LeaveBalance#year` is now a LeaveYear key; `LeaveYearRolloverJob`
+  defaults to the current leave year in the configured HR time zone
+  (schedule it on the leave year's first day). The request-split
+  validation message says "leave-year boundary".
+
+### Upgrade notes
+
+- **Set `leave_year_start_month` once, at install time.** Balance rows
+  are keyed by leave year with no stored epoch — changing the start
+  month on an install with existing balances silently reinterprets
+  every row (carry, adjustments, comp-off credits) and miskeys
+  historical requests. The setter validates 1..12 and accepts "7".
+- **Joining-date proration applies to existing data.** Employees who
+  joined partway through the CURRENT year previously showed the full
+  year's accrual; from 0.4.0 they accrue only from their joining month,
+  so their entitlement can drop (and, if they already used more, go
+  negative). Where the old number was intended, add a one-off balance
+  adjustment with a note.
+
 ## [0.3.0] - 2026-07-19
 
 ### Added

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

@@ -241,6 +241,24 @@
 .hrl-pager { display: flex; align-items: center; justify-content: center; gap: .8rem; margin: 1rem 0; font-size: .88rem; }
 .hrl-pager__info { color: var(--hrl-muted); }
 
+/* Org chart tree + reporting-line chain */
+.hrl-tree { list-style: none; margin: 0; padding-left: 0; }
+.hrl-tree .hrl-tree { padding-left: 1.1rem; border-left: 2px solid var(--hrl-line); margin-left: .55rem; }
+.hrl-tree__node { margin: .3rem 0; }
+.hrl-tree__card {
+  display: inline-flex; flex-wrap: wrap; align-items: baseline; gap: .45rem;
+  background: var(--hrl-bg); border: 1px solid var(--hrl-line);
+  border-radius: var(--hrl-radius-sm); padding: .4rem .7rem; max-width: 100%;
+}
+.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: 650; font-size: .9rem; }
+.hrl-tree__role { color: var(--hrl-muted); font-size: .8rem; }
+.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; }
+.hrl-chainrow .hrl-badge { white-space: normal; overflow-wrap: anywhere; }
+.hrl-chainrow__arrow { color: var(--hrl-muted); }
+
 /* Definition list */
 .hrl-deflist { display: grid; grid-template-columns: minmax(7rem, auto) 1fr; gap: .35rem .9rem; font-size: .9rem; }
 .hrl-deflist dt { color: var(--hrl-muted); }

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

@@ -1,6 +1,6 @@
 module HrLite
   module Admin
-    class AppraisalsController < LeadershipController
+    class AppraisalsController < SuperadminController
       before_action :set_profile
 
       def new

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

@@ -1,7 +1,7 @@
 module HrLite
   module Admin
     # Standalone role change (promotion without an appraisal).
-    class DesignationChangesController < LeadershipController
+    class DesignationChangesController < SuperadminController
       before_action :set_profile
 
       def new

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

@@ -93,7 +93,7 @@ module HrLite
 
       def profile_params
         params.require(:employee_profile).permit(
-          :user_id, :employee_code, :designation, :date_of_birth, :date_of_joining,
+          :user_id, :manager_id, :designation, :date_of_birth, :date_of_joining,
           :date_of_exit, :department, :work_location, :pan_number, :pf_uan, :esi_number,
           :bank_account_number, :bank_ifsc, :bank_name, :tax_regime, :declared_annual_deductions
         )

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

@@ -3,7 +3,7 @@ module HrLite
     class LeaveBalancesController < BaseController
       def index
         year = params[:year].to_i
-        @year = year.between?(2000, 2100) ? year : Date.current.year
+        @year = year.between?(2000, 2100) ? year : LeaveYear.current_key
         @types = LeaveType.active.where(paid: true).where.not(annual_quota: nil)
         @employees = HrLite.employees
       end

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

@@ -1,6 +1,6 @@
 module HrLite
   module Admin
-    class PayrollRunsController < LeadershipController
+    class PayrollRunsController < SuperadminController
       def index
         @runs = paginate(PayrollRun.recent_first)
       end

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

@@ -1,6 +1,6 @@
 module HrLite
   module Admin
-    class SalarySlipsController < LeadershipController
+    class SalarySlipsController < SuperadminController
       def show
         @slip = SalarySlip.includes(:payroll_run).find(params[:id])
         @profile = @slip.user_profile

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

@@ -1,6 +1,6 @@
 module HrLite
   module Admin
-    class SalaryStructuresController < LeadershipController
+    class SalaryStructuresController < SuperadminController
       before_action :set_profile
 
       def new

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

@@ -7,7 +7,7 @@ module HrLite
 
       def update
         @setting = Setting.instance
-        if @setting.update(params.require(:setting).permit(:weekend_policy))
+        if @setting.update(params.require(:setting).permit(:weekend_policy, :employee_code_prefix))
           redirect_to edit_admin_setting_path, notice: "Settings saved."
         else
           render :edit, status: :unprocessable_entity

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

@@ -0,0 +1,16 @@
+module HrLite
+  module Admin
+    # Money tier: salary structures, payroll, slips, appraisals and
+    # promotions. Only config.superadmin_emails — ordinary leadership can
+    # govern policy and people but never sees another person's pay.
+    class SuperadminController < LeadershipController
+      before_action :require_hr_superadmin!
+
+      private
+
+      def require_hr_superadmin!
+        hr_access_denied unless hr_superadmin?
+      end
+    end
+  end
+end

data/app/controllers/hr_lite/application_controller.rb

@@ -10,7 +10,7 @@ module HrLite
     before_action :hr_set_current_actor
     around_action :hr_use_time_zone
 
-    helper_method :hr_current_user, :hr_admin?, :hr_leadership?, :hr_display_name
+    helper_method :hr_current_user, :hr_admin?, :hr_leadership?, :hr_superadmin?, :hr_display_name
 
     private
 
@@ -26,6 +26,10 @@ module HrLite
       HrLite.admin?(hr_current_user)
     end
 
+    def hr_superadmin?
+      HrLite.superadmin?(hr_current_user)
+    end
+
     def hr_leadership?
       HrLite.leadership?(hr_current_user)
     end

data/app/controllers/hr_lite/leave_balances_controller.rb

@@ -2,7 +2,7 @@ module HrLite
   class LeaveBalancesController < ApplicationController
     def index
       year = params[:year].to_i
-      @year = year.between?(2000, 2100) ? year : Date.current.year
+      @year = year.between?(2000, 2100) ? year : LeaveYear.current_key
       @balances = LeaveType.active.where(paid: true).where.not(annual_quota: nil).map do |type|
         LeaveBalance.for(hr_current_user, type, @year)
       end

data/app/controllers/hr_lite/leave_requests_controller.rb

@@ -43,7 +43,7 @@ module HrLite
     end
 
     def balance_cards
-      year = Date.current.year
+      year = LeaveYear.current_key
       LeaveType.active.where(paid: true).where.not(annual_quota: nil).map do |type|
         LeaveBalance.for(hr_current_user, type, year)
       end

data/app/controllers/hr_lite/org_controller.rb

@@ -0,0 +1,51 @@
+module HrLite
+  # The everyone-visible org chart: who reports to whom, plus the viewer's
+  # own reporting line labelled L1/L2/... Only names, designations and
+  # departments — never salary, identity numbers or any other private data.
+  class OrgController < ApplicationController
+    def show
+      profiles = EmployeeProfile.includes(:user)
+                                .where("date_of_exit IS NULL OR date_of_exit >= ?", Date.current)
+                                .to_a
+      @by_user = profiles.index_by(&:user_id)
+      build_tree(profiles)
+      @own_profile = @by_user[hr_current_user.id]
+      exited = EmployeeProfile.where(date_of_exit: ...Date.current).pluck(:user_id).to_set
+      @own_chain = (@own_profile&.reporting_chain || []).reject { |boss| exited.include?(boss.id) }
+    end
+
+    private
+
+    # BFS from the natural roots, then promote anything unreached (a
+    # manager cycle that slipped past validation must degrade to extra
+    # roots, not silently vanish). @tree_children only ever contains
+    # forward edges, so the recursive partial always terminates and every
+    # active profile renders exactly once.
+    def build_tree(profiles)
+      children = profiles.group_by(&:manager_id)
+      @roots = profiles.select { |p| p.manager_id.nil? || !@by_user.key?(p.manager_id) }
+                       .sort_by { |p| HrLite.display_name(p.user).downcase }
+      @tree_children = Hash.new { |hash, key| hash[key] = [] }
+      visited = {}
+      walk = lambda do |node|
+        (children[node.user_id] || []).each do |child|
+          next if visited[child.user_id]
+
+          visited[child.user_id] = true
+          @tree_children[node.user_id] << child
+          walk.call(child)
+        end
+      end
+      @roots.each { |root| visited[root.user_id] = true }
+      @roots.each { |root| walk.call(root) }
+
+      profiles.sort_by(&:id).each do |profile|
+        next if visited[profile.user_id]
+
+        visited[profile.user_id] = true
+        @roots << profile
+        walk.call(profile)
+      end
+    end
+  end
+end

data/app/helpers/hr_lite/application_helper.rb

@@ -6,6 +6,7 @@ module HrLite
       { label: "Leaves",     path: :leave_requests_path, match: [ "/leave_requests", "/leave_balances", "/comp_off_requests" ] },
       { label: "Team",       path: :team_path,           match: [ "/team" ] },
       { label: "Calendar",   path: :calendar_path,       match: [ "/calendar", "/holidays" ] },
+      { label: "Org",        path: :org_path,            match: [ "/org" ] },
       { label: "Kudos",      path: :kudos_path,          match: [ "/kudos" ] },
       { label: "Slips",      path: :salary_slips_path,   match: [ "/salary_slips" ] },
       { label: "Career",     path: :career_path,         match: [ "/career", "/appraisals", "/profile" ] }
@@ -19,11 +20,15 @@ module HrLite
 
     LEADERSHIP_NAV_ITEMS = [
       { label: "Employees", path: :admin_employees_path,        match: [ "/admin/employees" ] },
-      { label: "Payroll",   path: :admin_payroll_runs_path,     match: [ "/admin/payroll_runs", "/admin/salary_slips" ] },
       { label: "Settings",  path: :admin_leave_types_path,      match: [ "/admin/leave_types", "/admin/office_locations", "/admin/holidays", "/admin/setting" ] },
       { label: "Audit",     path: :admin_audit_logs_path,       match: [ "/admin/audit_logs" ] }
     ].freeze
 
+    # Money tier — only config.superadmin_emails see these.
+    SUPERADMIN_NAV_ITEMS = [
+      { label: "Payroll", path: :admin_payroll_runs_path, match: [ "/admin/payroll_runs", "/admin/salary_slips" ] }
+    ].freeze
+
     # Only items whose routes exist yet (the nav grows with each phase).
     def hrl_nav_items(items)
       items.select { |item| hr_lite_route?(item[:path]) }

data/app/jobs/hr_lite/leave_year_rollover_job.rb

@@ -1,13 +1,25 @@
 module HrLite
-  # Jan-1 rollover: materialize carry-forward into the new year's balance
-  # rows. Idempotent — a balance whose carry has already been written is
-  # never touched again (manual adjustments stay safe).
+  # Leave-year rollover (host schedules it on the leave year's first day —
+  # Jan 1 for calendar years, Jul 1 for July–June years): materialize
+  # carry-forward into the new year's balance rows. Idempotent — a balance
+  # whose carry has already been written is never touched again (manual
+  # adjustments stay safe).
   class LeaveYearRolloverJob < ActiveJob::Base
     queue_as :default
 
-    def perform(year: Date.current.year)
-      previous_year = year - 1
+    def perform(year: nil)
+      # Resolve "today" in the HR time zone — cron often fires around the
+      # boundary midnight, and the host process may run in UTC.
+      Time.use_zone(HrLite.config.time_zone) do
+        year ||= LeaveYear.current_key
+        previous_year = year - 1
+        roll(year, previous_year)
+      end
+    end
+
+    private
 
+    def roll(year, previous_year)
       LeaveType.active.where(paid: true).where.not(annual_quota: nil).find_each do |type|
         next unless type.carry_forward_cap.positive?
 
@@ -16,7 +28,7 @@ module HrLite
           next if balance.persisted? && balance.carried_forward.positive?
 
           carry = LeaveBalance.for(user, type, previous_year)
-                              .available(as_of: Date.new(previous_year, 12, 31))
+                              .available(as_of: LeaveYear.range(previous_year).last)
           carry = [ [ carry, type.carry_forward_cap ].min, 0 ].max
           next if carry.zero? && balance.persisted?
 

data/app/models/hr_lite/comp_off_request.rb

@@ -100,13 +100,13 @@ module HrLite
 
     private
 
-    # The credit goes into the year it can actually be SPENT (the current
-    # year at approval time) — crediting date_worked.year would strand a
-    # late-December day approved in January on last year's dead balance.
-    # The balance row is locked for the increment; two admins approving two
-    # different requests for the same person cannot lose an update.
+    # The credit goes into the leave year it can actually be SPENT (the
+    # current one at approval time) — crediting date_worked's leave year
+    # would strand a year-end day approved after rollover on a dead
+    # balance. The balance row is locked for the increment; two admins
+    # approving two different requests for one person cannot lose an update.
     def credit_balance!(type)
-      year = [ date_worked.year, Date.current.year ].max
+      year = LeaveYear.current_key
       balance = LeaveBalance.for(user, type, year)
       if balance.new_record?
         begin

data/app/models/hr_lite/employee_profile.rb

@@ -8,6 +8,9 @@ module HrLite
     include Audited
 
     belongs_to :user, class_name: HrLite.config.user_class
+    # Reporting line (L1). Optional; the org chart treats manager-less
+    # profiles as roots (founders/directors).
+    belongs_to :manager, class_name: HrLite.config.user_class, optional: true
 
     encrypts :pan_number, :pf_uan, :esi_number, :bank_account_number, :bank_ifsc
     encrypted_money :declared_annual_deductions
@@ -18,6 +21,8 @@ module HrLite
     # config.onboard_user; never persisted, never audited).
     attr_accessor :new_user_name, :new_user_email, :new_user_password
 
+    before_validation :assign_employee_code, on: :create
+
     validates :employee_code, presence: true, uniqueness: true
     validates :user_id, uniqueness: true
     validates :date_of_joining, presence: true
@@ -28,6 +33,8 @@ module HrLite
                           allow_blank: true
     validates :pf_uan, format: { with: /\A\d{12}\z/, message: "must be 12 digits" }, allow_blank: true
     validate :exit_after_joining
+    validate :manager_chain_acyclic
+    validate :manager_is_active_staff, if: :manager_id_changed?
 
     scope :active_for, ->(month) {
       where(date_of_joining: ..month.end_of_month)
@@ -44,6 +51,31 @@ module HrLite
       from <= to ? (from..to) : nil
     end
 
+    # The manager as shown to the employee — an exited manager reads as
+    # "no manager" until leadership reassigns (matches the org chart).
+    def active_manager
+      return nil if manager.nil?
+
+      boss_exit = EmployeeProfile.where(user_id: manager_id).pick(:date_of_exit)
+      boss_exit && boss_exit < Date.current ? nil : manager
+    end
+
+    # [L1 user, L2 user, ...] walking manager_id upward. Cycle-safe.
+    def reporting_chain
+      chain = []
+      seen = { user_id => true }
+      current = manager_id
+      while current && !seen[current]
+        seen[current] = true
+        boss = HrLite.user_klass.find_by(id: current)
+        break if boss.nil?
+
+        chain << boss
+        current = EmployeeProfile.where(user_id: boss.id).pick(:manager_id)
+      end
+      chain
+    end
+
     def masked_pan
       mask_middle(pan_number)
     end
@@ -59,6 +91,50 @@ module HrLite
 
     private
 
+    # Codes are system-assigned: Settings prefix + zero-padded next number
+    # (EMP001, EMP002, ...). Scans the highest existing suffix for the
+    # CURRENT prefix so changing the prefix restarts a fresh sequence
+    # without colliding with history.
+    def assign_employee_code
+      return if employee_code.present?
+
+      prefix = Setting.instance.employee_code_prefix
+      last = self.class.where("employee_code LIKE ?", "#{sanitize_sql_like(prefix)}%")
+                 .pluck(:employee_code)
+                 .filter_map { |code| code.delete_prefix(prefix)[/\A\d+\z/]&.to_i }
+                 .max || 0
+      self.employee_code = format("%s%03d", prefix, last + 1)
+    end
+
+    def sanitize_sql_like(value)
+      self.class.sanitize_sql_like(value)
+    end
+
+    # A newly-assigned manager must be a real, still-employed staff member.
+    def manager_is_active_staff
+      return if manager_id.nil?
+      return errors.add(:manager_id, "is not a staff account") if HrLite.user_klass.find_by(id: manager_id).nil?
+
+      boss_exit = EmployeeProfile.where(user_id: manager_id).pick(:date_of_exit)
+      errors.add(:manager_id, "has already exited") if boss_exit && boss_exit < Date.current
+    end
+
+    # Walking up from the proposed manager must never reach this person.
+    def manager_chain_acyclic
+      return if manager_id.nil?
+      return errors.add(:manager_id, "cannot be yourself") if manager_id == user_id
+
+      seen = {}
+      current = manager_id
+      while current
+        return errors.add(:manager_id, "creates a reporting loop") if current == user_id
+        break if seen[current]
+
+        seen[current] = true
+        current = EmployeeProfile.where(user_id: current).pick(:manager_id)
+      end
+    end
+
     def mask_middle(value)
       return nil if value.blank?
       return "•" * value.length if value.length <= 4

data/app/models/hr_lite/leave_balance.rb

@@ -3,6 +3,11 @@ module HrLite
   # entitlement accrues as a pure function of the policy and `used` is
   # recomputed live from approved requests — so a holiday added after an
   # approval self-heals both the quota and payroll.
+  #
+  # `year` is a LeaveYear key (calendar year by default; with
+  # config.leave_year_start_month = 7, key 2026 = Jul 2026 – Jun 2027).
+  # Entitlement prorates from the joining date, Keka-style: joined on or
+  # before the 15th → that month counts; after the 15th → from next month.
   class LeaveBalance < ApplicationRecord
     belongs_to :user, class_name: HrLite.config.user_class
     belongs_to :leave_type
@@ -17,26 +22,54 @@ module HrLite
     def entitled(as_of: Date.current)
       return Float::INFINITY if leave_type.unlimited?
 
-      quota = leave_type.annual_quota
-      base =
-        if leave_type.accrual == "monthly"
-          months = as_of.year == year ? as_of.month : (as_of.year > year ? 12 : 0)
-          ((quota / 12) * months).round(1)
-        else
-          quota
-        end
-      base + carried_forward + adjustment
+      (accrued_base(as_of) + carried_forward + adjustment).round(1)
     end
 
     def used
+      range = LeaveYear.range(year)
       requests = LeaveRequest.approved
                              .where(user_id: user_id, leave_type_id: leave_type_id)
-                             .where(start_date: Date.new(year, 1, 1)..Date.new(year, 12, 31))
+                             .where(start_date: range)
       requests.sum { |request| LeaveDayCounter.count(request) }
     end
 
     def available(as_of: Date.current)
       entitled(as_of: as_of) - used
     end
+
+    private
+
+    # Quota earned by as_of, before carry/adjustments. Monthly accrual
+    # drips quota/12 per month from the accrual start (leave-year start,
+    # or the prorated joining month for mid-year joiners); yearly_upfront
+    # grants all months from the accrual start to the year's end at once.
+    def accrued_base(as_of)
+      range = LeaveYear.range(year)
+      start = accrual_start(range)
+      return 0 if start.nil?
+
+      monthly_rate = leave_type.annual_quota / 12
+      months =
+        if leave_type.accrual == "monthly"
+          cap = [ as_of, range.last ].min
+          start > cap ? 0 : months_between(start, cap)
+        else
+          months_between(start, range.last)
+        end
+      monthly_rate * months
+    end
+
+    # nil when the person joins only after this leave year ends.
+    def accrual_start(range)
+      doj = EmployeeProfile.where(user_id: user_id).pick(:date_of_joining)
+      return range.first if doj.nil? || doj <= range.first
+
+      start = doj.day <= 15 ? doj.beginning_of_month : doj.next_month.beginning_of_month
+      start > range.last ? nil : start
+    end
+
+    def months_between(from, to)
+      (to.year * 12 + to.month) - (from.year * 12 + from.month) + 1
+    end
   end
 end

data/app/models/hr_lite/leave_request.rb

@@ -11,7 +11,7 @@ module HrLite
 
     with_options on: :create do
       validate :end_after_start
-      validate :same_calendar_year
+      validate :same_leave_year
       validate :half_day_single_day_only
       validate :consumes_at_least_half_a_day
       validate :no_overlap_with_own_requests
@@ -97,7 +97,7 @@ module HrLite
     end
 
     def balance
-      LeaveBalance.for(user, leave_type, start_date.year)
+      LeaveBalance.for(user, leave_type, LeaveYear.key_for(start_date))
     end
 
     private
@@ -172,11 +172,11 @@ module HrLite
       errors.add(:end_date, "must be on or after the start date") if end_date < start_date
     end
 
-    def same_calendar_year
+    def same_leave_year
       return unless start_date && end_date
 
-      if start_date.year != end_date.year
-        errors.add(:base, "Split requests at the year boundary")
+      if LeaveYear.key_for(start_date) != LeaveYear.key_for(end_date)
+        errors.add(:base, "Split requests at the leave-year boundary")
       end
     end
 

data/app/models/hr_lite/setting.rb

@@ -6,6 +6,8 @@ module HrLite
     WEEKEND_POLICIES = %w[sun_only sat_sun second_fourth_sat_sun].freeze
 
     validates :weekend_policy, inclusion: { in: WEEKEND_POLICIES }
+    validates :employee_code_prefix, presence: true,
+                                     format: { with: /\A[A-Za-z]{1,10}\z/, message: "letters only, max 10" }
 
     def self.instance
       first_or_create!

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

@@ -28,8 +28,24 @@
         </div>
       </fieldset>
     <% end %>
-    <div class="hrl-field"><%= f.label :employee_code %><%= f.text_field :employee_code %></div>
+    <% if profile.persisted? %>
+      <div class="hrl-field">
+        <%= f.label :employee_code %>
+        <input class="hrl-input" type="text" value="<%= profile.employee_code %>" disabled>
+        <p class="hrl-hint">System-assigned; the prefix lives under Settings.</p>
+      </div>
+    <% else %>
+      <p class="hrl-hint">The employee code is assigned automatically
+        (<%= HrLite::Setting.instance.employee_code_prefix %> + next number).</p>
+    <% end %>
     <div class="hrl-field"><%= f.label :designation %><%= f.text_field :designation %></div>
+    <div class="hrl-field">
+      <%= f.label :manager_id, "Reports to (their L1)" %>
+      <%= f.select :manager_id,
+                   HrLite.active_employees.reject { |u| u.id == profile.user_id }
+                         .map { |u| [ HrLite.display_name(u), u.id ] },
+                   include_blank: "— nobody (top of the org) —" %>
+    </div>
     <div class="hrl-field"><%= f.label :department %><%= f.text_field :department %></div>
     <div class="hrl-field"><%= f.label :work_location %><%= f.text_field :work_location %></div>
     <div class="hrl-field"><%= f.label :date_of_birth %><%= f.date_field :date_of_birth %></div>

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

@@ -1,6 +1,9 @@
 <% content_for(:page_title) { "Employees" } %>
 <div class="hrl-page__head">
   <h1 class="hrl-page__title">Employees</h1>
+  <div class="hrl-page__actions">
+    <a class="hrl-btn hrl-btn--primary" href="<%= hr_lite.new_admin_employee_path %>">New employee</a>
+  </div>
 </div>
 
 <section class="hrl-card">

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

@@ -3,9 +3,11 @@
   <h1 class="hrl-page__title"><%= hr_display_name(@profile.user) %> <span class="hrl-muted">(<%= @profile.employee_code %>)</span></h1>
   <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.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 hrl-btn--primary" href="<%= hr_lite.new_admin_employee_salary_structure_path(@profile) %>">New structure</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 hrl-btn--primary" href="<%= hr_lite.new_admin_employee_salary_structure_path(@profile) %>">New structure</a>
+    <% end %>
   </div>
 </div>
 
@@ -56,6 +58,7 @@
     <h2 class="hrl-card__title">Profile</h2>
     <dl class="hrl-deflist">
       <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>
       <% if @profile.date_of_exit %><dt>Exited</dt><dd><%= @profile.date_of_exit.strftime("%d %b %Y") %></dd><% end %>
@@ -67,6 +70,7 @@
     </dl>
   </section>
 
+  <% if hr_superadmin? %>
   <section class="hrl-card">
     <h2 class="hrl-card__title">Salary structures</h2>
     <% if @structures.any? %>
@@ -89,8 +93,10 @@
       <p class="hrl-muted hrl-small">No structure yet — payroll will skip this employee.</p>
     <% end %>
   </section>
+  <% end %>
 </div>
 
+<% if hr_superadmin? %>
 <section class="hrl-card">
   <h2 class="hrl-card__title">Appraisals</h2>
   <% appraisals = HrLite::Appraisal.where(user_id: @profile.user_id).recent_first %>
@@ -115,3 +121,4 @@
     <p class="hrl-muted hrl-small">No appraisals yet.</p>
   <% end %>
 </section>
+<% end %>

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

@@ -1,6 +1,6 @@
 <% content_for(:page_title) { "Team balances" } %>
 <div class="hrl-page__head">
-  <h1 class="hrl-page__title">Team leave balances <%= @year %></h1>
+  <h1 class="hrl-page__title">Team leave balances <%= HrLite::LeaveYear.label(@year) %></h1>
 </div>
 
 <section class="hrl-card">

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

@@ -11,6 +11,13 @@
       <%= f.select :weekend_policy, HrLite::Setting::WEEKEND_POLICIES.map { |p| [ p.humanize, p ] } %>
       <p class="hrl-hint">Drives working-day math everywhere: leave counting, attendance, payroll.</p>
     </div>
+    <div class="hrl-field">
+      <%= f.label :employee_code_prefix, "Employee code prefix" %>
+      <%= f.text_field :employee_code_prefix %>
+      <p class="hrl-hint">Codes are assigned automatically as
+        <%= @setting.employee_code_prefix %>001, <%= @setting.employee_code_prefix %>002, …
+        — you only choose the prefix.</p>
+    </div>
     <div class="hrl-form-actions">
       <%= f.submit "Save", class: "hrl-btn hrl-btn--primary" %>
     </div>

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

@@ -8,6 +8,9 @@
     <dl class="hrl-deflist">
       <dt>Employee code</dt><dd><%= @profile.employee_code %></dd>
       <dt>Designation</dt><dd><%= @profile.designation.presence || "—" %></dd>
+      <dt>Reports to</dt>
+      <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>Tax regime</dt><dd><%= @profile.tax_regime.humanize %></dd>

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

@@ -1,6 +1,6 @@
 <% content_for(:page_title) { "Leave balances" } %>
 <div class="hrl-page__head">
-  <h1 class="hrl-page__title">Leave balances <%= @year %></h1>
+  <h1 class="hrl-page__title">Leave balances <%= HrLite::LeaveYear.label(@year) %></h1>
 </div>
 
 <div class="hrl-grid hrl-grid--2">

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

@@ -1,10 +1,10 @@
 <section class="hrl-card">
-  <h2 class="hrl-card__title">Leave balance <%= Date.current.year %></h2>
+  <h2 class="hrl-card__title">Leave balance <%= HrLite::LeaveYear.label(HrLite::LeaveYear.current_key) %></h2>
   <% types = HrLite::LeaveType.active.where(paid: true).where.not(annual_quota: nil) %>
   <% if types.any? %>
     <div class="hrl-row">
       <% types.each do |type| %>
-        <% balance = HrLite::LeaveBalance.for(hr_current_user, type, Date.current.year) %>
+        <% balance = HrLite::LeaveBalance.for(hr_current_user, type, HrLite::LeaveYear.current_key) %>
         <span class="hrl-badge" style="background: <%= type.color %>1f; color: <%= type.color %>;">
           <%= type.code %> <%= balance.available.to_f %>/<%= balance.entitled.to_f %>
         </span>

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

@@ -0,0 +1,14 @@
+<%# 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>
+    <% 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>
+  <% reports = @tree_children[profile.user_id].sort_by { |child| HrLite.display_name(child.user).downcase } %>
+  <% if reports.any? %>
+    <ul class="hrl-tree">
+      <%= render partial: "hr_lite/org/node", collection: reports, as: :profile %>
+    </ul>
+  <% end %>
+</li>

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

@@ -0,0 +1,38 @@
+<% content_for(:page_title) { "Org chart" } %>
+<div class="hrl-page__head">
+  <h1 class="hrl-page__title">Organisation</h1>
+</div>
+
+<% if @own_chain.any? %>
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">Your reporting line</h2>
+    <div class="hrl-chainrow">
+      <span class="hrl-badge hrl-badge--ok">You</span>
+      <% @own_chain.each_with_index do |boss, index| %>
+        <span class="hrl-chainrow__step">
+          <span class="hrl-chainrow__arrow">&rarr;</span>
+          <span class="hrl-badge">
+            L<%= index + 1 %> · <%= hr_display_name(boss) %><% if (p = @by_user[boss.id]) && p.designation.present? %> (<%= p.designation %>)<% end %>
+          </span>
+        </span>
+      <% end %>
+    </div>
+    <p class="hrl-hint">L1 is your direct manager; the chain ends at the top of the organisation.</p>
+  </section>
+<% elsif @own_profile %>
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">Your reporting line</h2>
+    <p class="hrl-small hrl-muted">You are at the top of the organisation.</p>
+  </section>
+<% end %>
+
+<section class="hrl-card">
+  <h2 class="hrl-card__title">Who reports to whom</h2>
+  <% if @roots.any? %>
+    <ul class="hrl-tree">
+      <%= render partial: "hr_lite/org/node", collection: @roots, as: :profile %>
+    </ul>
+  <% else %>
+    <p class="hrl-card--empty">No employee profiles yet — leadership adds them under Employees.</p>
+  <% end %>
+</section>

data/app/views/layouts/hr_lite/application.html.erb

@@ -42,6 +42,11 @@
           <% hrl_nav_items(HrLite::ApplicationHelper::LEADERSHIP_NAV_ITEMS).each do |item| %>
             <%= hrl_nav_link(item) %>
           <% end %>
+          <% if hr_superadmin? %>
+            <% hrl_nav_items(HrLite::ApplicationHelper::SUPERADMIN_NAV_ITEMS).each do |item| %>
+              <%= hrl_nav_link(item) %>
+            <% end %>
+          <% end %>
         <% end %>
       </nav>
 

data/config/routes.rb

@@ -20,6 +20,7 @@ HrLite::Engine.routes.draw do
     member { post :cancel }
   end
   get "team", to: "team#show"
+  get "org", to: "org#show"
   resources :holidays, only: :index
   get "calendar", to: "calendar#show"
   resources :salary_slips, only: %i[index show]

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/db/migrate/20260720094454_add_employee_code_prefix_to_hr_lite_settings.rb

@@ -0,0 +1,7 @@
+class AddEmployeeCodePrefixToHrLiteSettings < ActiveRecord::Migration[8.0]
+  def change
+    # Employee codes are system-assigned: prefix + zero-padded sequence
+    # (EMP001, EMP002, ...). Leadership edits the prefix under Settings.
+    add_column :hr_lite_settings, :employee_code_prefix, :string, null: false, default: "EMP"
+  end
+end

data/lib/hr_lite/configuration.rb

@@ -8,9 +8,23 @@ module HrLite
                   :employees_scope, :mentionable_users, :notify, :render_pdf, :company,
                   :time_zone, :currency_symbol, :on_designation_change,
                   :leadership_emails, :leadership_check, :extra_stylesheets,
+                  :superadmin_emails, :superadmin_check,
                   :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
@@ -36,11 +50,19 @@ module HrLite
         emails = HrLite.config.leadership_emails.map { |e| e.to_s.downcase.strip }
         emails.include?(user.email.to_s.downcase)
       end
+      # Money tier: salary structures, payroll, slips, appraisals. Empty
+      # list means "same as leadership" (pre-0.5.0 behaviour).
+      @superadmin_emails     = []
+      @superadmin_check      = ->(user) do
+        emails = HrLite.config.superadmin_emails.map { |e| e.to_s.downcase.strip }.reject(&:empty?)
+        emails.empty? ? HrLite.leadership?(user) : emails.include?(user.email.to_s.downcase)
+      end
       @extra_stylesheets     = [] # host stylesheets linked AFTER hr_lite.css (CSS-var overrides)
       @mailer_from           = "hr@example.com"
       @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/version.rb

@@ -1,3 +1,3 @@
 module HrLite
-  VERSION = "0.3.0"
+  VERSION = "0.5.0"
 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"
@@ -37,6 +38,10 @@ module HrLite
       user.present? && !!config.leadership_check.call(user)
     end
 
+    def superadmin?(user)
+      user.present? && !!config.superadmin_check.call(user)
+    end
+
     # Leadership members resolvable to actual user records (for bell
     # notifications). Emails configured but absent from the user table are
     # still reachable by email — see Notifications.

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: hr_lite
 version: !ruby/object:Gem::Version
-  version: 0.3.0
+  version: 0.5.0
 platform: ruby
 authors:
 - kshitiz sinha
@@ -74,6 +74,7 @@ files:
 - app/controllers/hr_lite/admin/salary_slips_controller.rb
 - app/controllers/hr_lite/admin/salary_structures_controller.rb
 - app/controllers/hr_lite/admin/settings_controller.rb
+- app/controllers/hr_lite/admin/superadmin_controller.rb
 - app/controllers/hr_lite/application_controller.rb
 - app/controllers/hr_lite/appraisals_controller.rb
 - app/controllers/hr_lite/attendance_controller.rb
@@ -86,6 +87,7 @@ files:
 - 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
@@ -197,6 +199,8 @@ 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
@@ -232,6 +236,8 @@ files:
 - 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
+- db/migrate/20260720094454_add_employee_code_prefix_to_hr_lite_settings.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
@@ -241,6 +247,7 @@ 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