hr_lite 0.57.1 → 0.58.0

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data/CHANGELOG.md

@@ -7,6 +7,15 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [0.58.0] - 2026-10-21
+
+Leave and birthdays for the whole team, Keka-style. No migrations. Hosts schedule `HrLite::TeamNoticesJob` daily at 10am.
+
+- **Pending leave shows on Home.** "On leave this week" lists pending requests too, tagged "Pending approval". Approval is management's decision, not a reason to hide the leave.
+- **10am "On leave today" email** to every current employee: name and dates, never the leave type. No one out, no email.
+- **10am "Birthdays today" email**, same rules. A 29 Feb birthday falls on 28 Feb outside leap years.
+- **Birthdays this week** card on Home, Monday to Sunday, today marked.
+
 ## [0.57.1] - 2026-10-19
 
 Forms in the host's iOS and Android staff apps (D24). No migrations.

data/README.md

@@ -384,6 +384,7 @@ whatever you run). Each is idempotent and sends nothing on a quiet day.
 | Job | Schedule | Purpose |
 |---|---|---|
 | `HrLite::DailyDigestJob` | each morning | Leadership digest: who is out today, pending approvals, flagged punches, missing checkouts |
+| `HrLite::TeamNoticesJob` | daily, 10am | Emails every current employee who is on leave today and whose birthday it is; each email is skipped when its list is empty |
 | `HrLite::PayrollAutoDraftJob` | monthly, on the 1st | Draft and compute the previous month's payroll from attendance, then notify the approvers (`payroll.approve`) and payroll operators |
 | `HrLite::CaReviewReminderJob` | weekly (it acts only in March) | Tell CA reviewers how many slips and declarations are still unverified before 31 March |
 | `HrLite::CaReviewOverdueJob` | 31 March, evening | Tell payroll and HR what the CA has not verified, and any flags left open |

data/app/controllers/hr_lite/home_controller.rb

@@ -3,9 +3,11 @@ module HrLite
     def index
       @latest_kudos = Kudo.recent.includes(:giver, kudo_mentions: :user).limit(3)
       @awards = Award.current
-      @out_week = LeaveRequest.approved.overlapping_range(Date.current, Date.current.end_of_week)
+      # Pending shows too: approval is management's call, not a reason to hide the leave.
+      @out_week = LeaveRequest.where(status: %w[pending approved]).overlapping_range(Date.current, Date.current.end_of_week)
                               .includes(:user).where(user_id: HrLite.active_employees.map(&:id))
                               .sort_by { |leave| hr_display_name(leave.user).downcase }
+      @birthdays = EmployeeProfile.birthdays_in(Date.current.all_week)
       @attention = attention_days
       @waiting = Approval.pending_for(hr_current_user).count
       @mine_pending = [ LeaveRequest.includes(:leave_type), RegularizationRequest, CompOffRequest, WfhRequest ]

data/app/jobs/hr_lite/team_notices_job.rb

@@ -0,0 +1,26 @@
+module HrLite
+  # 10am email to every current employee: who is on leave today, whose
+  # birthday it is. Each goes only when its list has someone on it.
+  class TeamNoticesJob < ApplicationJob
+    queue_as :default
+
+    def perform(date: Date.current)
+      staff = HrLite.active_employees(on: date)
+      out = LeaveRequest.where(status: %w[pending approved], user_id: staff.map(&:id))
+                        .overlapping_range(date, date).includes(:user)
+      announce("leave.out_today", "On leave today", staff, date,
+               out.map { |l| "#{HrLite.display_name(l.user)} — #{l.date_range_label}#{' (pending approval)' if l.pending?}" })
+      announce("birthday.today", "Birthdays today", staff, date,
+               EmployeeProfile.birthdays_in(date..date).map { |p, _| "Happy birthday, #{HrLite.display_name(p.user)}" })
+    end
+
+    private
+
+    def announce(event, title, staff, date, lines)
+      return if lines.empty?
+
+      Notifications.publish(event, title: "#{title} — #{date.strftime('%a %-d %b')}", lines: lines.sort,
+                                   email_to: staff, path: "/")
+    end
+  end
+end

data/app/models/hr_lite/employee_profile.rb

@@ -101,6 +101,19 @@ module HrLite
       date_of_joining <= date && (date_of_exit.nil? || date_of_exit >= date)
     end
 
+    # 29 Feb birthdays fall on 28 Feb outside leap years.
+    def birthday_in(year)
+      day = Date.valid_date?(year, date_of_birth.month, date_of_birth.day) ? date_of_birth.day : 28
+      Date.new(year, date_of_birth.month, day)
+    end
+
+    # [profile, day] for current staff whose birthday falls in `range`, earliest first.
+    def self.birthdays_in(range)
+      where(user_id: HrLite.active_employees(on: range.first).map(&:id)).where.not(date_of_birth: nil).includes(:user)
+        .filter_map { |p| (day = range.find { |d| p.birthday_in(d.year) == d }) && [ p, day ] }
+        .sort_by { |p, day| [ day, HrLite.display_name(p.user).downcase ] }
+    end
+
     def employment_range_in(month)
       from = [ date_of_joining, month.beginning_of_month ].max
       to = [ date_of_exit || month.end_of_month, month.end_of_month ].min

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

@@ -40,6 +40,22 @@
     <%= render "hr_lite/leave_requests/out_list", leaves: @out_week, empty: "Nobody is on leave this week." %>
   </section>
 
+  <section class="hrl-card">
+    <h2 class="hrl-card__title">Birthdays this week</h2>
+    <% if @birthdays.any? %>
+      <div class="hrl-feed">
+        <% @birthdays.each do |profile, day| %>
+          <div class="hrl-feed__item">
+            <div class="hrl-feed__body"><strong><%= hr_display_name(profile.user) %></strong>
+              <div class="hrl-feed__meta"><%= day == Date.current ? "Today" : day.strftime("%a %-d %b") %></div></div>
+          </div>
+        <% end %>
+      </div>
+    <% else %>
+      <p class="hrl-muted hrl-small">No birthdays this week.</p>
+    <% end %>
+  </section>
+
   <% if @awards.any? %>
     <section class="hrl-card">
       <h2 class="hrl-card__title">Employee of the month, quarter and year</h2>

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

@@ -4,7 +4,7 @@
     <% leaves.first(10).each do |leave| %>
       <div class="hrl-feed__item">
         <div class="hrl-feed__body"><%= tag.strong hr_display_name(leave.user), title: "On leave: #{leave.date_range_label}" %>
-          <div class="hrl-feed__meta"><%= leave.date_range_label %></div></div>
+          <div class="hrl-feed__meta"><%= leave.date_range_label %><%= " · Pending approval" if leave.pending? %></div></div>
       </div>
     <% end %>
   </div>

data/lib/hr_lite/notifications.rb

@@ -56,6 +56,9 @@ module HrLite
       "policy.published"      => { bell: true,  email: true,  leadership_email: false, leadership_bell: false },
       "holiday.published"     => { bell: true,  email: true,  leadership_email: false, leadership_bell: false },
       "digest.daily"          => { bell: false, email: false, leadership_email: true,  leadership_bell: false },
+      # 10am team emails (TeamNoticesJob) to every current employee; skipped when the list is empty.
+      "leave.out_today"       => { bell: false, email: true,  leadership_email: false, leadership_bell: false },
+      "birthday.today"        => { bell: false, email: true,  leadership_email: false, leadership_bell: false },
       "resignation.submitted" => { bell: true,  email: false, leadership_email: true,  leadership_bell: true  },
       "resignation.accepted"  => { bell: true,  email: true,  leadership_email: true,  leadership_bell: false },
       "resignation.withdrawn" => { bell: true,  email: false, leadership_email: true,  leadership_bell: false },

data/lib/hr_lite/version.rb

@@ -1,3 +1,3 @@
 module HrLite
-  VERSION = "0.57.1"
+  VERSION = "0.58.0"
 end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: hr_lite
 version: !ruby/object:Gem::Version
-  version: 0.57.1
+  version: 0.58.0
 platform: ruby
 authors:
 - kshitiz sinha
@@ -173,6 +173,7 @@ files:
 - app/jobs/hr_lite/payroll_auto_draft_job.rb
 - app/jobs/hr_lite/payroll_compute_job.rb
 - app/jobs/hr_lite/slips_ready_job.rb
+- app/jobs/hr_lite/team_notices_job.rb
 - app/jobs/hr_lite/work_mode_expire_job.rb
 - app/mailers/hr_lite/application_mailer.rb
 - app/mailers/hr_lite/event_mailer.rb