hr_lite 0.5.0 → 0.5.3
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/CHANGELOG.md +218 -1
- data/README.md +312 -99
- data/app/assets/javascripts/hr_lite/confirm.js +31 -0
- data/app/assets/stylesheets/hr_lite/hr_lite.css +28 -0
- data/app/controllers/hr_lite/admin/attendances_controller.rb +19 -5
- data/app/controllers/hr_lite/admin/audit_logs_controller.rb +4 -1
- data/app/controllers/hr_lite/admin/employees_controller.rb +36 -12
- data/app/controllers/hr_lite/admin/leave_balances_controller.rb +19 -13
- data/app/controllers/hr_lite/admin/leave_requests_controller.rb +16 -0
- data/app/controllers/hr_lite/admin/payroll_runs_controller.rb +11 -2
- data/app/controllers/hr_lite/admin/resignations_controller.rb +17 -5
- data/app/controllers/hr_lite/admin/salary_slips_controller.rb +22 -8
- data/app/controllers/hr_lite/admin/superadmin_controller.rb +5 -0
- data/app/controllers/hr_lite/org_controller.rb +6 -1
- data/app/controllers/hr_lite/resignations_controller.rb +6 -1
- data/app/helpers/hr_lite/application_helper.rb +2 -12
- data/app/jobs/hr_lite/application_job.rb +5 -0
- data/app/jobs/hr_lite/daily_digest_job.rb +1 -1
- data/app/jobs/hr_lite/leave_year_rollover_job.rb +1 -1
- data/app/jobs/hr_lite/payroll_auto_draft_job.rb +5 -2
- data/app/models/concerns/hr_lite/audited.rb +11 -4
- data/app/models/hr_lite/appraisal.rb +9 -1
- data/app/models/hr_lite/audit_log.rb +36 -0
- data/app/models/hr_lite/comp_off_request.rb +8 -16
- data/app/models/hr_lite/designation_change.rb +18 -1
- data/app/models/hr_lite/employee_profile.rb +5 -1
- data/app/models/hr_lite/leave_balance.rb +51 -5
- data/app/models/hr_lite/leave_request.rb +36 -5
- data/app/models/hr_lite/leave_type.rb +13 -3
- data/app/models/hr_lite/payroll_run.rb +68 -13
- data/app/models/hr_lite/regularization_request.rb +11 -4
- data/app/models/hr_lite/resignation.rb +27 -0
- data/app/models/hr_lite/salary_slip.rb +8 -5
- data/app/services/hr_lite/attendance_puncher.rb +8 -1
- data/app/services/hr_lite/calculators/esi.rb +7 -4
- data/app/services/hr_lite/calculators/professional_tax.rb +5 -1
- data/app/services/hr_lite/calculators/tds.rb +8 -1
- data/app/services/hr_lite/leave_day_counter.rb +9 -4
- data/app/services/hr_lite/overview_query.rb +12 -1
- data/app/services/hr_lite/payroll_run_processor.rb +9 -1
- data/app/services/hr_lite/slip_builder.rb +54 -8
- data/app/views/hr_lite/admin/attendances/index.html.erb +4 -1
- data/app/views/hr_lite/admin/comp_off_requests/show.html.erb +19 -5
- data/app/views/hr_lite/admin/employees/_form.html.erb +20 -2
- data/app/views/hr_lite/admin/employees/show.html.erb +25 -15
- data/app/views/hr_lite/admin/leave_requests/show.html.erb +37 -5
- data/app/views/hr_lite/admin/overview/index.html.erb +21 -0
- data/app/views/hr_lite/admin/payroll_runs/show.html.erb +3 -1
- data/app/views/hr_lite/admin/regularization_requests/show.html.erb +18 -4
- data/app/views/hr_lite/attendance/_punch_card.html.erb +22 -2
- data/app/views/hr_lite/career/show.html.erb +7 -1
- data/app/views/hr_lite/salary_slips/_slip_detail.html.erb +5 -1
- data/app/views/hr_lite/salary_slips/pdf.html.erb +5 -5
- data/app/views/layouts/hr_lite/application.html.erb +42 -4
- data/config/routes.rb +1 -1
- data/db/migrate/20260807184103_add_live_uniqueness_indexes_to_hr_lite.rb +28 -0
- data/db/migrate/20260807184426_add_fy_opening_to_hr_lite_employee_profiles.rb +14 -0
- data/db/migrate/20260807184939_add_out_of_window_days_to_hr_lite_salary_slips.rb +12 -0
- data/db/migrate/20260817182124_add_status_constraints_and_appraisal_fk_to_hr_lite.rb +63 -0
- data/lib/hr_lite/amount_in_words.rb +15 -2
- data/lib/hr_lite/configuration.rb +3 -6
- data/lib/hr_lite/financial_year.rb +26 -0
- data/lib/hr_lite/money.rb +18 -0
- data/lib/hr_lite/notifications.rb +23 -8
- data/lib/hr_lite/statutory_rate_card.rb +51 -6
- data/lib/hr_lite/version.rb +1 -1
- data/lib/hr_lite.rb +23 -2
- metadata +7 -1
|
@@ -21,8 +21,14 @@ module HrLite
|
|
|
21
21
|
def call
|
|
22
22
|
summary = AttendanceSummary.for(user: @user, month: @run.period_month)
|
|
23
23
|
days_in_month = summary[:days_in_month]
|
|
24
|
-
|
|
25
|
-
|
|
24
|
+
# Clamped defensively: a stored negative override (written before the
|
|
25
|
+
# controller bounded them) would otherwise pay more days than the month has.
|
|
26
|
+
lop = [ Money.d(@lop_override || summary[:lop_days]), BigDecimal(0) ].max
|
|
27
|
+
# `upcoming` is normally zero — PayrollRun refuses a month that has not
|
|
28
|
+
# ended — but subtracting it means a legacy run for an open month cannot
|
|
29
|
+
# pay for days nobody has worked yet.
|
|
30
|
+
payable = [ Money.d(days_in_month) - Money.d(summary[:out_of_window]) -
|
|
31
|
+
Money.d(summary[:upcoming]) - lop, Money.d(0) ].max
|
|
26
32
|
|
|
27
33
|
earnings = Calculators::Proration.call(
|
|
28
34
|
structure: @structure, payable_days: payable, days_in_month: days_in_month
|
|
@@ -44,7 +50,7 @@ module HrLite
|
|
|
44
50
|
)
|
|
45
51
|
end
|
|
46
52
|
|
|
47
|
-
esi = Calculators::Esi.call(monthly_gross:
|
|
53
|
+
esi = Calculators::Esi.call(monthly_gross: esi_reference_gross, gross_earned: gross_earned,
|
|
48
54
|
applicable: @structure.esi_applicable, rates: @rates[:esi])
|
|
49
55
|
if esi.applicable?
|
|
50
56
|
deductions << { code: "esi_employee", label: "ESI", amount: esi.employee }
|
|
@@ -60,8 +66,12 @@ module HrLite
|
|
|
60
66
|
regime: @profile.tax_regime,
|
|
61
67
|
structure_monthly_gross: @structure.monthly_gross,
|
|
62
68
|
gross_earned_this_month: gross_earned,
|
|
63
|
-
|
|
64
|
-
|
|
69
|
+
# Plus anything paid this FY that this install never ran — a previous
|
|
70
|
+
# employer, or the months before payroll was switched on. Without it a
|
|
71
|
+
# mid-year start projects those months as zero income and can land the
|
|
72
|
+
# whole year under the rebate cap.
|
|
73
|
+
fy_gross_paid: fy[:gross] + Money.d(@profile.fy_opening_gross),
|
|
74
|
+
fy_tds_paid: fy[:tds] + Money.d(@profile.fy_opening_tds),
|
|
65
75
|
months_remaining: months_remaining_in_fy,
|
|
66
76
|
declared_annual_deductions: @profile.declared_annual_deductions,
|
|
67
77
|
rates: @rates[:income_tax],
|
|
@@ -75,6 +85,9 @@ module HrLite
|
|
|
75
85
|
period_month: @run.period_month,
|
|
76
86
|
days_in_month: days_in_month,
|
|
77
87
|
payable_days: payable,
|
|
88
|
+
# Recorded so the slip can say WHY a mid-month joiner's payable days
|
|
89
|
+
# are short, instead of looking like days went missing.
|
|
90
|
+
out_of_window_days: Money.d(summary[:out_of_window]),
|
|
78
91
|
lop_days: Money.d(summary[:lop_days]),
|
|
79
92
|
lop_override: @lop_override,
|
|
80
93
|
tds_override: @tds_override,
|
|
@@ -84,17 +97,50 @@ module HrLite
|
|
|
84
97
|
tax_details: tds.details.to_json,
|
|
85
98
|
gross_earnings: gross_earned,
|
|
86
99
|
total_deductions: total_deductions,
|
|
87
|
-
|
|
100
|
+
# A heavy-LOP month can leave TDS (projected from the full structure)
|
|
101
|
+
# larger than what was actually earned. Nobody is paid a negative
|
|
102
|
+
# salary; PayrollRunProcessor warns when this floor bites.
|
|
103
|
+
net_pay: [ gross_earned - total_deductions, BigDecimal(0) ].max,
|
|
88
104
|
computed_at: Time.current
|
|
89
105
|
}
|
|
90
106
|
end
|
|
91
107
|
|
|
92
108
|
private
|
|
93
109
|
|
|
94
|
-
# Months left in the Indian FY including the run month itself
|
|
110
|
+
# Months left in the Indian FY (Apr–Mar) including the run month itself:
|
|
111
|
+
# April = 12, December = 4, January = 3, March = 1. Capped at the exit
|
|
112
|
+
# month for a leaver, so a final settlement is not spread over months
|
|
113
|
+
# that will never be paid.
|
|
95
114
|
def months_remaining_in_fy
|
|
96
115
|
month = @run.period_month.month
|
|
97
|
-
month >= 4 ? (
|
|
116
|
+
calendar = month >= 4 ? (16 - month) : (4 - month)
|
|
117
|
+
exit_date = @profile&.date_of_exit
|
|
118
|
+
return calendar if exit_date.nil? || exit_date < @run.period_month
|
|
119
|
+
|
|
120
|
+
[ calendar, months_between(@run.period_month, exit_date) ].min
|
|
121
|
+
end
|
|
122
|
+
|
|
123
|
+
def months_between(from, to)
|
|
124
|
+
(to.year * 12 + to.month) - (from.year * 12 + from.month) + 1
|
|
125
|
+
end
|
|
126
|
+
|
|
127
|
+
# ESIC contribution periods run April–September and October–March.
|
|
128
|
+
# Eligibility is fixed for the whole period, so it is decided on the
|
|
129
|
+
# salary in force on its first day — re-deciding it every month dropped
|
|
130
|
+
# someone out of ESI the moment a mid-period raise crossed the ceiling.
|
|
131
|
+
def esi_reference_gross
|
|
132
|
+
month = @run.period_month
|
|
133
|
+
start = if month.month.between?(4, 9)
|
|
134
|
+
Date.new(month.year, 4, 1)
|
|
135
|
+
elsif month.month >= 10
|
|
136
|
+
Date.new(month.year, 10, 1)
|
|
137
|
+
else
|
|
138
|
+
Date.new(month.year - 1, 10, 1)
|
|
139
|
+
end
|
|
140
|
+
|
|
141
|
+
# No structure that far back (a mid-period joiner) — their own is the
|
|
142
|
+
# only salary this period has ever had.
|
|
143
|
+
(SalaryStructure.effective_for(@user, start) || @structure).monthly_gross
|
|
98
144
|
end
|
|
99
145
|
|
|
100
146
|
def serialize_rows(rows)
|
|
@@ -14,7 +14,10 @@
|
|
|
14
14
|
|
|
15
15
|
<div class="hrl-kpis">
|
|
16
16
|
<div class="hrl-kpi"><div class="hrl-kpi__value"><%= @records.values.count { |r| r.check_in_at } %></div><div class="hrl-kpi__label">Checked in</div></div>
|
|
17
|
-
|
|
17
|
+
<%# Derived from the same predicate as "Checked in". Counting rows instead
|
|
18
|
+
dropped a record with no check-in out of BOTH tiles, so the numbers
|
|
19
|
+
quietly stopped adding up to the headcount. %>
|
|
20
|
+
<div class="hrl-kpi"><div class="hrl-kpi__value"><%= @employees.size - @records.values.count { |r| r.check_in_at } %></div><div class="hrl-kpi__label">No punch</div></div>
|
|
18
21
|
<div class="hrl-kpi"><div class="hrl-kpi__value"><%= @flagged_count %></div><div class="hrl-kpi__label">Flagged</div></div>
|
|
19
22
|
<div class="hrl-kpi"><div class="hrl-kpi__value"><%= @records.values.count { |r| r.check_in_at && r.check_out_at.nil? } %></div><div class="hrl-kpi__label">Still in</div></div>
|
|
20
23
|
</div>
|
|
@@ -29,18 +29,32 @@
|
|
|
29
29
|
</section>
|
|
30
30
|
|
|
31
31
|
<% if @request.pending? %>
|
|
32
|
+
<%# Approve and reject are two separate forms on purpose. Rails binds the
|
|
33
|
+
CSRF token to the form's OWN action, so one form retargeted with
|
|
34
|
+
`formaction:` can never pass verification on the second endpoint. %>
|
|
32
35
|
<section class="hrl-card">
|
|
33
|
-
<h2 class="hrl-card__title">
|
|
36
|
+
<h2 class="hrl-card__title">Approve</h2>
|
|
34
37
|
<%= form_with url: hr_lite.approve_admin_comp_off_request_path(@request), method: :post, local: true do |f| %>
|
|
35
38
|
<div class="hrl-field">
|
|
36
|
-
<%= f.label :decision_note, "Note (
|
|
37
|
-
<%= f.text_area :decision_note %>
|
|
39
|
+
<%= f.label :decision_note, "Note (optional)", for: "approve_note" %>
|
|
40
|
+
<%= f.text_area :decision_note, id: "approve_note" %>
|
|
38
41
|
</div>
|
|
39
42
|
<div class="hrl-form-actions">
|
|
40
43
|
<%= f.button "Approve — credit #{@request.credit_days.to_f} day",
|
|
41
44
|
type: :submit, class: "hrl-btn hrl-btn--primary" %>
|
|
42
|
-
|
|
43
|
-
|
|
45
|
+
</div>
|
|
46
|
+
<% end %>
|
|
47
|
+
</section>
|
|
48
|
+
|
|
49
|
+
<section class="hrl-card">
|
|
50
|
+
<h2 class="hrl-card__title">Reject</h2>
|
|
51
|
+
<%= form_with url: hr_lite.reject_admin_comp_off_request_path(@request), method: :post, local: true do |f| %>
|
|
52
|
+
<div class="hrl-field">
|
|
53
|
+
<%= f.label :decision_note, "Reason (required)", for: "reject_note" %>
|
|
54
|
+
<%= f.text_area :decision_note, id: "reject_note" %>
|
|
55
|
+
</div>
|
|
56
|
+
<div class="hrl-form-actions">
|
|
57
|
+
<%= f.button "Reject", type: :submit, class: "hrl-btn hrl-btn--danger" %>
|
|
44
58
|
</div>
|
|
45
59
|
<% end %>
|
|
46
60
|
</section>
|
|
@@ -41,9 +41,16 @@
|
|
|
41
41
|
<div class="hrl-field"><%= f.label :designation %><%= f.text_field :designation %></div>
|
|
42
42
|
<div class="hrl-field">
|
|
43
43
|
<%= f.label :manager_id, "Reports to (their L1)" %>
|
|
44
|
+
<%# The current manager stays listed even after they exit. Dropping them
|
|
45
|
+
left the select with no matching option, so the browser preselected
|
|
46
|
+
the blank one and saving anything silently wiped the reporting line
|
|
47
|
+
of everyone whose manager had left. %>
|
|
48
|
+
<% candidates = HrLite.active_employees.reject { |u| u.id == profile.user_id } %>
|
|
49
|
+
<% if profile.manager && candidates.none? { |u| u.id == profile.manager_id } %>
|
|
50
|
+
<% candidates += [ profile.manager ] %>
|
|
51
|
+
<% end %>
|
|
44
52
|
<%= f.select :manager_id,
|
|
45
|
-
|
|
46
|
-
.map { |u| [ HrLite.display_name(u), u.id ] },
|
|
53
|
+
candidates.map { |u| [ HrLite.display_name(u), u.id ] },
|
|
47
54
|
include_blank: "— nobody (top of the org) —" %>
|
|
48
55
|
</div>
|
|
49
56
|
<div class="hrl-field"><%= f.label :department %><%= f.text_field :department %></div>
|
|
@@ -68,6 +75,17 @@
|
|
|
68
75
|
<%= f.label :declared_annual_deductions, "Declared annual deductions (old regime only)" %>
|
|
69
76
|
<%= f.number_field :declared_annual_deductions, step: 0.01, value: profile.declared_annual_deductions&.to_s("F") %>
|
|
70
77
|
</div>
|
|
78
|
+
<%# Only what THIS install has paid is visible to the tax projection, so a
|
|
79
|
+
mid-year start (or a joiner from another employer) needs the earlier
|
|
80
|
+
months stated here or the year under-deducts. %>
|
|
81
|
+
<div class="hrl-field">
|
|
82
|
+
<%= f.label :fy_opening_gross, "Gross already paid this FY elsewhere (previous employer, or before payroll started here)" %>
|
|
83
|
+
<%= f.number_field :fy_opening_gross, step: 0.01, value: profile.fy_opening_gross&.to_s("F") %>
|
|
84
|
+
</div>
|
|
85
|
+
<div class="hrl-field">
|
|
86
|
+
<%= f.label :fy_opening_tds, "TDS already deducted this FY elsewhere" %>
|
|
87
|
+
<%= f.number_field :fy_opening_tds, step: 0.01, value: profile.fy_opening_tds&.to_s("F") %>
|
|
88
|
+
</div>
|
|
71
89
|
<div class="hrl-form-actions">
|
|
72
90
|
<%= f.submit "Save profile", class: "hrl-btn hrl-btn--primary" %>
|
|
73
91
|
<a class="hrl-btn" href="<%= hr_lite.admin_employees_path %>">Cancel</a>
|
|
@@ -35,23 +35,33 @@
|
|
|
35
35
|
</section>
|
|
36
36
|
<% end %>
|
|
37
37
|
|
|
38
|
-
|
|
39
|
-
|
|
40
|
-
|
|
38
|
+
<%# Stays on the page after an exit date is stamped. Accepting a resignation
|
|
39
|
+
stamps one, and hiding this card at that moment removed the only control
|
|
40
|
+
that revokes sign-in — during the notice period, when it is needed. %>
|
|
41
|
+
<section class="hrl-card">
|
|
42
|
+
<h2 class="hrl-card__title"><%= @profile.date_of_exit ? "Revoke access" : "Offboard" %></h2>
|
|
43
|
+
<% if @profile.date_of_exit %>
|
|
44
|
+
<p class="hrl-small hrl-muted">Last day is <%= @profile.date_of_exit.strftime("%d %b %Y") %> —
|
|
45
|
+
attendance and payroll already clip to it. Run this on or after that day to revoke
|
|
46
|
+
sign-in. Records are never deleted.</p>
|
|
47
|
+
<% else %>
|
|
41
48
|
<p class="hrl-small hrl-muted">Stamps the last day (attendance and payroll clip to it) and revokes sign-in.
|
|
42
49
|
Records are never deleted.</p>
|
|
43
|
-
|
|
44
|
-
|
|
45
|
-
|
|
46
|
-
|
|
47
|
-
|
|
48
|
-
|
|
49
|
-
|
|
50
|
-
|
|
51
|
-
|
|
52
|
-
|
|
53
|
-
|
|
54
|
-
|
|
50
|
+
<% end %>
|
|
51
|
+
<%= form_with url: hr_lite.offboard_admin_employee_path(@profile), method: :post, local: true,
|
|
52
|
+
html: { data: { turbo_confirm: "Offboard #{hr_display_name(@profile.user)}?" } } do %>
|
|
53
|
+
<div class="hrl-field">
|
|
54
|
+
<label for="off_date">Last working day</label>
|
|
55
|
+
<input type="date" id="off_date" name="date_of_exit" class="hrl-input"
|
|
56
|
+
value="<%= @profile.date_of_exit || Date.current %>">
|
|
57
|
+
</div>
|
|
58
|
+
<div class="hrl-form-actions">
|
|
59
|
+
<button class="hrl-btn hrl-btn--danger" type="submit">
|
|
60
|
+
<%= @profile.date_of_exit ? "Revoke access now" : "Offboard employee" %>
|
|
61
|
+
</button>
|
|
62
|
+
</div>
|
|
63
|
+
<% end %>
|
|
64
|
+
</section>
|
|
55
65
|
|
|
56
66
|
<div class="hrl-grid hrl-grid--2">
|
|
57
67
|
<section class="hrl-card">
|
|
@@ -10,7 +10,9 @@
|
|
|
10
10
|
<dl class="hrl-deflist">
|
|
11
11
|
<dt>Type</dt><dd><%= @request.leave_type.name %> (<%= @request.paid? ? "paid" : "unpaid" %>)</dd>
|
|
12
12
|
<dt>Dates</dt><dd><%= @request.date_range_label %></dd>
|
|
13
|
-
|
|
13
|
+
<%# Counted live, not from the create-time cache: a holiday added after
|
|
14
|
+
the request was filed changes what the balance is actually debited. %>
|
|
15
|
+
<dt>Working days</dt><dd><%= HrLite::LeaveDayCounter.count(@request).to_f %></dd>
|
|
14
16
|
<dt>Status</dt><dd><span class="hrl-badge"><%= @request.status.humanize %></span></dd>
|
|
15
17
|
<% if @request.reason.present? %><dt>Reason</dt><dd><%= @request.reason %></dd><% end %>
|
|
16
18
|
<% unless @request.leave_type.unlimited? %>
|
|
@@ -21,18 +23,48 @@
|
|
|
21
23
|
</dl>
|
|
22
24
|
</section>
|
|
23
25
|
|
|
26
|
+
<%# An approved leave that has not started yet can still be called off — the
|
|
27
|
+
balance is recomputed live, so cancelling gives the days straight back. %>
|
|
28
|
+
<% if @request.cancellable_by?(hr_current_user) && !@request.pending? %>
|
|
29
|
+
<section class="hrl-card">
|
|
30
|
+
<h2 class="hrl-card__title">Cancel</h2>
|
|
31
|
+
<p class="hrl-small hrl-muted">Releases the days back to their balance. Only possible
|
|
32
|
+
before the leave starts.</p>
|
|
33
|
+
<%= form_with url: hr_lite.cancel_admin_leave_request_path(@request), method: :post, local: true,
|
|
34
|
+
html: { data: { turbo_confirm: "Cancel this approved leave?" } } do %>
|
|
35
|
+
<div class="hrl-form-actions">
|
|
36
|
+
<button class="hrl-btn hrl-btn--danger" type="submit">Cancel this leave</button>
|
|
37
|
+
</div>
|
|
38
|
+
<% end %>
|
|
39
|
+
</section>
|
|
40
|
+
<% end %>
|
|
41
|
+
|
|
24
42
|
<% if @request.pending? %>
|
|
25
43
|
<section class="hrl-card">
|
|
26
44
|
<h2 class="hrl-card__title">Decide</h2>
|
|
45
|
+
<%# Approve and reject are two separate forms on purpose. Rails binds the
|
|
46
|
+
CSRF token to the form's OWN action, so one form retargeted with
|
|
47
|
+
`formaction:` can never pass verification on the second endpoint. %>
|
|
27
48
|
<%= form_with url: hr_lite.approve_admin_leave_request_path(@request), method: :post, local: true do %>
|
|
28
49
|
<div class="hrl-field">
|
|
29
|
-
<label for="
|
|
30
|
-
<textarea name="decision_note" id="
|
|
50
|
+
<label for="approve_note">Note (optional)</label>
|
|
51
|
+
<textarea name="decision_note" id="approve_note" class="hrl-input"></textarea>
|
|
31
52
|
</div>
|
|
32
53
|
<div class="hrl-form-actions">
|
|
33
54
|
<button class="hrl-btn hrl-btn--primary" type="submit">Approve</button>
|
|
34
|
-
|
|
35
|
-
|
|
55
|
+
</div>
|
|
56
|
+
<% end %>
|
|
57
|
+
</section>
|
|
58
|
+
|
|
59
|
+
<section class="hrl-card">
|
|
60
|
+
<h2 class="hrl-card__title">Reject</h2>
|
|
61
|
+
<%= form_with url: hr_lite.reject_admin_leave_request_path(@request), method: :post, local: true do %>
|
|
62
|
+
<div class="hrl-field">
|
|
63
|
+
<label for="reject_note">Reason (required)</label>
|
|
64
|
+
<textarea name="decision_note" id="reject_note" class="hrl-input"></textarea>
|
|
65
|
+
</div>
|
|
66
|
+
<div class="hrl-form-actions">
|
|
67
|
+
<button class="hrl-btn hrl-btn--danger" type="submit">Reject</button>
|
|
36
68
|
</div>
|
|
37
69
|
<% end %>
|
|
38
70
|
</section>
|
|
@@ -25,6 +25,27 @@
|
|
|
25
25
|
<a class="hrl-btn" href="<%= hr_lite.admin_leave_request_path(request) %>">Decide</a>
|
|
26
26
|
</div>
|
|
27
27
|
<% end %>
|
|
28
|
+
<%# Comp-off and regularization are approvals too. Listing leave alone
|
|
29
|
+
left both queues invisible on the board that exists to surface work. %>
|
|
30
|
+
<% @query.pending_comp_offs.limit(HrLite::Admin::OverviewController::SECTION_CAP).each do |request| %>
|
|
31
|
+
<div class="hrl-feed__item">
|
|
32
|
+
<div class="hrl-feed__body">
|
|
33
|
+
<strong><%= hr_display_name(request.user) %></strong>
|
|
34
|
+
— comp-off for <%= request.date_worked.strftime("%d %b") %>
|
|
35
|
+
(<%= request.credit_days.to_f %> d)
|
|
36
|
+
</div>
|
|
37
|
+
<a class="hrl-btn" href="<%= hr_lite.admin_comp_off_request_path(request) %>">Decide</a>
|
|
38
|
+
</div>
|
|
39
|
+
<% end %>
|
|
40
|
+
<% @query.pending_regularizations.limit(HrLite::Admin::OverviewController::SECTION_CAP).each do |request| %>
|
|
41
|
+
<div class="hrl-feed__item">
|
|
42
|
+
<div class="hrl-feed__body">
|
|
43
|
+
<strong><%= hr_display_name(request.user) %></strong>
|
|
44
|
+
— attendance fix for <%= request.date.strftime("%d %b") %>
|
|
45
|
+
</div>
|
|
46
|
+
<a class="hrl-btn" href="<%= hr_lite.admin_regularization_request_path(request) %>">Decide</a>
|
|
47
|
+
</div>
|
|
48
|
+
<% end %>
|
|
28
49
|
<a class="hrl-small" href="<%= hr_lite.admin_leave_requests_path %>">All requests</a>
|
|
29
50
|
</section>
|
|
30
51
|
<% end %>
|
|
@@ -23,7 +23,9 @@
|
|
|
23
23
|
<section class="hrl-card">
|
|
24
24
|
<div class="hrl-row">
|
|
25
25
|
<span class="hrl-badge"><%= @run.status.humanize %></span>
|
|
26
|
-
|
|
26
|
+
<%# `processing` is offered too: a run stranded there by a killed process
|
|
27
|
+
would otherwise have no control at all and block that month forever. %>
|
|
28
|
+
<% if @run.draft? || @run.review? || @run.processing? %>
|
|
27
29
|
<%= button_to @run.draft? ? "Compute" : "Recompute", hr_lite.compute_admin_payroll_run_path(@run),
|
|
28
30
|
method: :post, class: "hrl-btn hrl-btn--primary" %>
|
|
29
31
|
<% end %>
|
|
@@ -35,15 +35,29 @@
|
|
|
35
35
|
<h2 class="hrl-card__title">Decide</h2>
|
|
36
36
|
<p class="hrl-hint">Approving writes the proposed times onto the day's attendance record
|
|
37
37
|
(only the provided times overwrite) with the full regularization trail.</p>
|
|
38
|
+
<%# Approve and reject are two separate forms on purpose. Rails binds the
|
|
39
|
+
CSRF token to the form's OWN action, so one form retargeted with
|
|
40
|
+
`formaction:` can never pass verification on the second endpoint. %>
|
|
38
41
|
<%= form_with url: hr_lite.approve_admin_regularization_request_path(@request), method: :post, local: true do |f| %>
|
|
39
42
|
<div class="hrl-field">
|
|
40
|
-
<%= f.label :decision_note, "Note (
|
|
41
|
-
<%= f.text_area :decision_note %>
|
|
43
|
+
<%= f.label :decision_note, "Note (optional)", for: "approve_note" %>
|
|
44
|
+
<%= f.text_area :decision_note, id: "approve_note" %>
|
|
42
45
|
</div>
|
|
43
46
|
<div class="hrl-form-actions">
|
|
44
47
|
<%= f.button "Approve — fix attendance", type: :submit, class: "hrl-btn hrl-btn--primary" %>
|
|
45
|
-
|
|
46
|
-
|
|
48
|
+
</div>
|
|
49
|
+
<% end %>
|
|
50
|
+
</section>
|
|
51
|
+
|
|
52
|
+
<section class="hrl-card">
|
|
53
|
+
<h2 class="hrl-card__title">Reject</h2>
|
|
54
|
+
<%= form_with url: hr_lite.reject_admin_regularization_request_path(@request), method: :post, local: true do |f| %>
|
|
55
|
+
<div class="hrl-field">
|
|
56
|
+
<%= f.label :decision_note, "Reason (required)", for: "reject_note" %>
|
|
57
|
+
<%= f.text_area :decision_note, id: "reject_note" %>
|
|
58
|
+
</div>
|
|
59
|
+
<div class="hrl-form-actions">
|
|
60
|
+
<%= f.button "Reject", type: :submit, class: "hrl-btn hrl-btn--danger" %>
|
|
47
61
|
</div>
|
|
48
62
|
<% end %>
|
|
49
63
|
</section>
|
|
@@ -1,4 +1,11 @@
|
|
|
1
1
|
<% record = HrLite::AttendanceRecord.find_by(user_id: hr_current_user.id, date: Date.current) %>
|
|
2
|
+
<%# A shift that runs past midnight leaves yesterday's record open.
|
|
3
|
+
AttendancePuncher already closes it, but this card looked only at today,
|
|
4
|
+
so after midnight it offered "Check in" and the night's punch never
|
|
5
|
+
closed — no worked duration, no hours on the team board. %>
|
|
6
|
+
<% open_yesterday = record ? nil : HrLite::AttendanceRecord.for_date(Date.current - 1)
|
|
7
|
+
.missing_checkout
|
|
8
|
+
.find_by(user_id: hr_current_user.id) %>
|
|
2
9
|
<section class="hrl-card">
|
|
3
10
|
<h2 class="hrl-card__title">Today, <%= Date.current.strftime("%d %b") %></h2>
|
|
4
11
|
|
|
@@ -12,12 +19,25 @@
|
|
|
12
19
|
<% if record&.flagged? %>
|
|
13
20
|
<span class="hrl-badge hrl-badge--bad" title="<%= record.flag_note %>">Flagged</span>
|
|
14
21
|
<% end %>
|
|
15
|
-
<% if
|
|
22
|
+
<% if open_yesterday %>
|
|
23
|
+
<span class="hrl-badge hrl-badge--warn">Yesterday still open —
|
|
24
|
+
in <%= open_yesterday.check_in_at.strftime("%H:%M") %></span>
|
|
25
|
+
<% elsif record.nil? %>
|
|
16
26
|
<span class="hrl-muted">Not checked in yet.</span>
|
|
17
27
|
<% end %>
|
|
18
28
|
</div>
|
|
19
29
|
|
|
20
|
-
<% if
|
|
30
|
+
<% if open_yesterday %>
|
|
31
|
+
<%= form_with url: hr_lite.check_out_attendance_path, method: :post, local: true,
|
|
32
|
+
html: { data: { "hrl-geo-punch": true } } do %>
|
|
33
|
+
<input type="hidden" name="lat"><input type="hidden" name="lng">
|
|
34
|
+
<input type="hidden" name="accuracy_m"><input type="hidden" name="geo_status">
|
|
35
|
+
<button type="submit" class="hrl-btn hrl-btn--big hrl-btn--block">
|
|
36
|
+
Check out yesterday's shift
|
|
37
|
+
</button>
|
|
38
|
+
<p class="hrl-small hrl-muted" data-hrl-geo-status hidden></p>
|
|
39
|
+
<% end %>
|
|
40
|
+
<% elsif record&.check_in_at.blank? %>
|
|
21
41
|
<%= form_with url: hr_lite.check_in_attendance_path, method: :post, local: true,
|
|
22
42
|
html: { data: { "hrl-geo-punch": true } } do %>
|
|
23
43
|
<input type="hidden" name="lat"><input type="hidden" name="lng">
|
|
@@ -6,7 +6,13 @@
|
|
|
6
6
|
<section class="hrl-card">
|
|
7
7
|
<h2 class="hrl-card__title">Current role</h2>
|
|
8
8
|
<p><strong><%= @profile&.designation.presence || "Not set yet" %></strong>
|
|
9
|
-
|
|
9
|
+
<%# The most recent change IN FORCE, not simply the most recent row — a
|
|
10
|
+
promotion recorded for next quarter would otherwise date the current
|
|
11
|
+
role from a month that has not arrived yet. %>
|
|
12
|
+
<% if @profile %>
|
|
13
|
+
<% in_force = @changes.find { |change| change.effective_date <= Date.current } %>
|
|
14
|
+
<span class="hrl-muted hrl-small">since <%= (in_force&.effective_date || @profile.date_of_joining).strftime("%b %Y") %></span>
|
|
15
|
+
<% end %>
|
|
10
16
|
</p>
|
|
11
17
|
</section>
|
|
12
18
|
|
|
@@ -37,7 +37,11 @@
|
|
|
37
37
|
<section class="hrl-card">
|
|
38
38
|
<dl class="hrl-deflist">
|
|
39
39
|
<dt>Net pay</dt><dd><strong><%= hrl_money(slip.net_pay) %></strong> (<%= hrl_amount_in_words(slip.net_pay) %>)</dd>
|
|
40
|
-
|
|
40
|
+
<%# Out-of-window days are named rather than silently dropped: without them
|
|
41
|
+
a mid-month joiner's row does not add up to the month. %>
|
|
42
|
+
<dt>Days</dt>
|
|
43
|
+
<dd><%= slip.payable_days %> payable / <%= slip.effective_lop_days %> LOP<% if slip.out_of_window_days.to_f.positive? %>
|
|
44
|
+
/ <%= slip.out_of_window_days %> outside employment<% end %> of <%= slip.days_in_month %></dd>
|
|
41
45
|
<% if profile %>
|
|
42
46
|
<dt>Employee code</dt><dd><%= profile.employee_code %></dd>
|
|
43
47
|
<% if profile.masked_uan %><dt>PF UAN</dt><dd><%= profile.masked_uan %></dd><% end %>
|
|
@@ -44,9 +44,9 @@
|
|
|
44
44
|
<thead><tr><th>Earnings</th><th class="num">Full</th><th class="num">Earned</th></tr></thead>
|
|
45
45
|
<tbody>
|
|
46
46
|
<% @slip.earnings_rows.each do |row| %>
|
|
47
|
-
<tr><td><%= row["label"] %></td><td class="num"><%= row["full_amount"] %></td><td class="num"><%= row["amount"] %></td></tr>
|
|
47
|
+
<tr><td><%= row["label"] %></td><td class="num"><%= HrLite::Money.format(row["full_amount"]) %></td><td class="num"><%= HrLite::Money.format(row["amount"]) %></td></tr>
|
|
48
48
|
<% end %>
|
|
49
|
-
<tr class="total"><td>Gross</td><td></td><td class="num"><%= @slip.gross_earnings
|
|
49
|
+
<tr class="total"><td>Gross</td><td></td><td class="num"><%= HrLite::Money.format(@slip.gross_earnings) %></td></tr>
|
|
50
50
|
</tbody>
|
|
51
51
|
</table>
|
|
52
52
|
</div>
|
|
@@ -55,9 +55,9 @@
|
|
|
55
55
|
<thead><tr><th>Deductions</th><th class="num">Amount</th></tr></thead>
|
|
56
56
|
<tbody>
|
|
57
57
|
<% @slip.deductions_rows.each do |row| %>
|
|
58
|
-
<tr><td><%= row["label"] %></td><td class="num"><%= row["amount"] %></td></tr>
|
|
58
|
+
<tr><td><%= row["label"] %></td><td class="num"><%= HrLite::Money.format(row["amount"]) %></td></tr>
|
|
59
59
|
<% end %>
|
|
60
|
-
<tr class="total"><td>Total deductions</td><td class="num"><%= @slip.total_deductions
|
|
60
|
+
<tr class="total"><td>Total deductions</td><td class="num"><%= HrLite::Money.format(@slip.total_deductions) %></td></tr>
|
|
61
61
|
</tbody>
|
|
62
62
|
</table>
|
|
63
63
|
</div>
|
|
@@ -66,7 +66,7 @@
|
|
|
66
66
|
<div class="pdf-net">
|
|
67
67
|
<%# PORO, not a helper — this template is rendered by HOST code via
|
|
68
68
|
config.render_pdf, where engine helper modules are not in scope. %>
|
|
69
|
-
Net pay: <%= HrLite.
|
|
69
|
+
Net pay: <%= HrLite::Money.format(@slip.net_pay) %>
|
|
70
70
|
(<%= HrLite::AmountInWords.words(@slip.net_pay) %>)
|
|
71
71
|
</div>
|
|
72
72
|
|
|
@@ -37,11 +37,15 @@
|
|
|
37
37
|
<% end %>
|
|
38
38
|
<% end %>
|
|
39
39
|
|
|
40
|
-
<% if hr_leadership? %>
|
|
40
|
+
<% if hr_leadership? || hr_superadmin? %>
|
|
41
41
|
<span class="hrl-side__group">Organisation</span>
|
|
42
|
-
<%
|
|
43
|
-
|
|
42
|
+
<% if hr_leadership? %>
|
|
43
|
+
<% hrl_nav_items(HrLite::ApplicationHelper::LEADERSHIP_NAV_ITEMS).each do |item| %>
|
|
44
|
+
<%= hrl_nav_link(item) %>
|
|
45
|
+
<% end %>
|
|
44
46
|
<% end %>
|
|
47
|
+
<%# Payroll hangs off the money tier alone — a superadmin who is not
|
|
48
|
+
in leadership_emails still needs to reach it. %>
|
|
45
49
|
<% if hr_superadmin? %>
|
|
46
50
|
<% hrl_nav_items(HrLite::ApplicationHelper::SUPERADMIN_NAV_ITEMS).each do |item| %>
|
|
47
51
|
<%= hrl_nav_link(item) %>
|
|
@@ -78,12 +82,46 @@
|
|
|
78
82
|
</div>
|
|
79
83
|
</div>
|
|
80
84
|
|
|
85
|
+
<%# The left rail is display:none below 768px, so before the More sheet
|
|
86
|
+
existed the phone — the surface this is installed on — could reach only
|
|
87
|
+
the first five items. Org, Kudos, Slips, Career and every admin,
|
|
88
|
+
leadership and payroll screen were unreachable. <details> keeps it
|
|
89
|
+
dependency-free; the engine ships no Turbo or Stimulus. %>
|
|
81
90
|
<nav class="hrl-tabbar" aria-label="HR sections">
|
|
82
|
-
<% hrl_nav_items(HrLite::ApplicationHelper::NAV_ITEMS).
|
|
91
|
+
<% primary, rest = hrl_nav_items(HrLite::ApplicationHelper::NAV_ITEMS).partition.with_index { |_, i| i < 4 } %>
|
|
92
|
+
<% primary.each do |item| %>
|
|
83
93
|
<%= hrl_nav_link(item) %>
|
|
84
94
|
<% end %>
|
|
95
|
+
<details class="hrl-tabbar__more">
|
|
96
|
+
<summary class="hrl-nav__link">More</summary>
|
|
97
|
+
<div class="hrl-sheet">
|
|
98
|
+
<% rest.each do |item| %>
|
|
99
|
+
<%= hrl_nav_link(item) %>
|
|
100
|
+
<% end %>
|
|
101
|
+
<% if hr_admin? || hr_leadership? %>
|
|
102
|
+
<span class="hrl-side__group">Manage</span>
|
|
103
|
+
<% hrl_nav_items(HrLite::ApplicationHelper::ADMIN_NAV_ITEMS).each do |item| %>
|
|
104
|
+
<%= hrl_nav_link(item) %>
|
|
105
|
+
<% end %>
|
|
106
|
+
<% end %>
|
|
107
|
+
<% if hr_leadership? || hr_superadmin? %>
|
|
108
|
+
<span class="hrl-side__group">Organisation</span>
|
|
109
|
+
<% if hr_leadership? %>
|
|
110
|
+
<% hrl_nav_items(HrLite::ApplicationHelper::LEADERSHIP_NAV_ITEMS).each do |item| %>
|
|
111
|
+
<%= hrl_nav_link(item) %>
|
|
112
|
+
<% end %>
|
|
113
|
+
<% end %>
|
|
114
|
+
<% if hr_superadmin? %>
|
|
115
|
+
<% hrl_nav_items(HrLite::ApplicationHelper::SUPERADMIN_NAV_ITEMS).each do |item| %>
|
|
116
|
+
<%= hrl_nav_link(item) %>
|
|
117
|
+
<% end %>
|
|
118
|
+
<% end %>
|
|
119
|
+
<% end %>
|
|
120
|
+
</div>
|
|
121
|
+
</details>
|
|
85
122
|
</nav>
|
|
86
123
|
|
|
124
|
+
<%= javascript_include_tag "hr_lite/confirm", defer: true %>
|
|
87
125
|
<%= javascript_include_tag "hr_lite/mention", defer: true %>
|
|
88
126
|
<%= yield :scripts %>
|
|
89
127
|
</body>
|
data/config/routes.rb
CHANGED
|
@@ -35,7 +35,7 @@ HrLite::Engine.routes.draw do
|
|
|
35
35
|
get "overview", to: "overview#index"
|
|
36
36
|
resources :attendances, only: %i[index show update], param: :user_id
|
|
37
37
|
resources :leave_requests, only: %i[index show] do
|
|
38
|
-
member { post :approve; post :reject }
|
|
38
|
+
member { post :approve; post :reject; post :cancel }
|
|
39
39
|
end
|
|
40
40
|
resources :leave_balances, only: :index do
|
|
41
41
|
collection { post :adjust }
|
|
@@ -0,0 +1,28 @@
|
|
|
1
|
+
class AddLiveUniquenessIndexesToHrLite < ActiveRecord::Migration[8.0]
|
|
2
|
+
# The models already validate each of these, but a validation is a
|
|
3
|
+
# read-then-write: two concurrent requests both see nothing and both insert.
|
|
4
|
+
# Comp-off requests already had this partial index; these three did not.
|
|
5
|
+
#
|
|
6
|
+
# Every table here holds a handful of rows per employee, so the index builds
|
|
7
|
+
# are instant and a plain (non-concurrent) build is fine.
|
|
8
|
+
def change
|
|
9
|
+
# One open resignation per person — Resignation#single_open_resignation.
|
|
10
|
+
add_index :hr_lite_resignations, :user_id,
|
|
11
|
+
unique: true,
|
|
12
|
+
where: "status = 'pending'",
|
|
13
|
+
name: "index_hr_lite_resignations_one_pending_per_user"
|
|
14
|
+
|
|
15
|
+
# One ticket per person per day — RegularizationRequest#no_duplicate_pending.
|
|
16
|
+
add_index :hr_lite_regularization_requests, %i[user_id date],
|
|
17
|
+
unique: true,
|
|
18
|
+
where: "status = 'pending'",
|
|
19
|
+
name: "index_hr_lite_regularizations_one_pending_per_day"
|
|
20
|
+
|
|
21
|
+
# Exactly one leave type carries the comp-off flag — approvals credit into
|
|
22
|
+
# THE comp-off type, and two would make the target position-order roulette.
|
|
23
|
+
add_index :hr_lite_leave_types, :comp_off,
|
|
24
|
+
unique: true,
|
|
25
|
+
where: "comp_off",
|
|
26
|
+
name: "index_hr_lite_leave_types_single_comp_off"
|
|
27
|
+
end
|
|
28
|
+
end
|
|
@@ -0,0 +1,14 @@
|
|
|
1
|
+
class AddFyOpeningToHrLiteEmployeeProfiles < ActiveRecord::Migration[8.0]
|
|
2
|
+
# Income already paid this financial year that this install did not run:
|
|
3
|
+
# a previous employer, or the months before payroll was switched on. TDS
|
|
4
|
+
# projects the annual total from slips it can see, so without these the
|
|
5
|
+
# first year after a mid-year start under-projects — often far enough
|
|
6
|
+
# under the rebate cap to deduct nothing at all.
|
|
7
|
+
#
|
|
8
|
+
# Text, because they are encrypted at rest like every other money column
|
|
9
|
+
# (see HrLite::EncryptedMoney).
|
|
10
|
+
def change
|
|
11
|
+
add_column :hr_lite_employee_profiles, :fy_opening_gross, :text
|
|
12
|
+
add_column :hr_lite_employee_profiles, :fy_opening_tds, :text
|
|
13
|
+
end
|
|
14
|
+
end
|
|
@@ -0,0 +1,12 @@
|
|
|
1
|
+
class AddOutOfWindowDaysToHrLiteSalarySlips < ActiveRecord::Migration[8.0]
|
|
2
|
+
# Days outside the employment window — before joining, after the last day.
|
|
3
|
+
# SlipBuilder already subtracts them from payable days, but never recorded
|
|
4
|
+
# them, so a mid-month joiner's payslip read "15 payable, 0 LOP" of a
|
|
5
|
+
# 30-day month and looked as though days had gone missing.
|
|
6
|
+
#
|
|
7
|
+
# Not encrypted: a day count is not money.
|
|
8
|
+
def change
|
|
9
|
+
add_column :hr_lite_salary_slips, :out_of_window_days, :decimal, precision: 4, scale: 1,
|
|
10
|
+
default: "0.0", null: false
|
|
11
|
+
end
|
|
12
|
+
end
|