hr_lite 0.9.0 → 0.12.0

data/db/migrate/20260818004707_create_hr_lite_employee_services.rb

@@ -0,0 +1,108 @@
+class CreateHrLiteEmployeeServices < ActiveRecord::Migration[8.1]
+  # Four things an employee has to leave the system to do today: claim an
+  # expense, see what insurance they have, ask HR a question, and read the
+  # policy they are being held to.
+  #
+  # Expenses and requests route through the approval engine from 0.9.0
+  # rather than growing a fifth and sixth approve/reject of their own.
+  def change
+    create_table :hr_lite_expense_categories do |t|
+      t.string :name, null: false
+      t.text :monthly_cap        # encrypted; null = uncapped
+      t.boolean :receipt_required, null: false, default: true
+      t.boolean :active, null: false, default: true
+      t.timestamps
+    end
+    add_index :hr_lite_expense_categories, :name, unique: true
+
+    create_table :hr_lite_expenses do |t|
+      t.bigint :user_id, null: false
+      t.references :category, null: false, index: true,
+                   foreign_key: { to_table: :hr_lite_expense_categories }
+      t.text :amount, null: false # encrypted
+      t.date :spent_on, null: false
+      t.string :description, null: false
+      # draft | submitted | approved | rejected | reimbursed | cancelled
+      t.string :status, null: false, default: "draft"
+      t.datetime :submitted_at
+      t.string :decision_note
+      # Which payroll month paid it out, once it was reimbursed.
+      t.date :reimbursed_in
+      t.timestamps
+    end
+    add_index :hr_lite_expenses, %i[user_id status]
+    add_check_constraint :hr_lite_expenses,
+                         "status IN ('draft', 'submitted', 'approved', 'rejected', 'reimbursed', 'cancelled')",
+                         name: "hr_lite_expenses_status_check"
+
+    create_table :hr_lite_benefits do |t|
+      t.string :name, null: false
+      # health | life | accident | other
+      t.string :kind, null: false, default: "health"
+      t.string :provider
+      t.string :policy_number
+      t.text :coverage          # encrypted — sum assured
+      t.text :employer_premium  # encrypted
+      t.text :employee_premium  # encrypted
+      t.date :effective_from
+      t.date :expires_on
+      t.text :notes
+      t.boolean :active, null: false, default: true
+      t.timestamps
+    end
+
+    create_table :hr_lite_benefit_enrolments do |t|
+      t.references :benefit, null: false, index: true,
+                   foreign_key: { to_table: :hr_lite_benefits, on_delete: :cascade }
+      t.bigint :user_id, null: false
+      t.date :enrolled_on, null: false
+      t.date :ended_on
+      # Dependants covered, as a count — names and dates of birth are the
+      # kind of family data this engine has no reason to hold.
+      t.integer :dependants, null: false, default: 0
+      t.timestamps
+    end
+    add_index :hr_lite_benefit_enrolments, %i[benefit_id user_id], unique: true
+
+    create_table :hr_lite_hr_requests do |t|
+      t.bigint :user_id, null: false
+      # salary_certificate | address_change | bank_change | payroll_query | ...
+      t.string :category, null: false
+      t.string :subject, null: false
+      t.text :body
+      # open | in_progress | resolved | closed | cancelled
+      t.string :status, null: false, default: "open"
+      t.bigint :assigned_to_id
+      t.datetime :resolved_at
+      t.text :resolution
+      t.timestamps
+    end
+    add_index :hr_lite_hr_requests, %i[user_id status]
+    add_index :hr_lite_hr_requests, :assigned_to_id
+    add_check_constraint :hr_lite_hr_requests,
+                         "status IN ('open', 'in_progress', 'resolved', 'closed', 'cancelled')",
+                         name: "hr_lite_hr_requests_status_check"
+
+    create_table :hr_lite_policies do |t|
+      t.string :title, null: false
+      t.text :body, null: false
+      t.integer :version, null: false, default: 1
+      t.date :effective_from, null: false
+      t.boolean :acknowledgement_required, null: false, default: false
+      t.boolean :published, null: false, default: false
+      t.timestamps
+    end
+    add_index :hr_lite_policies, %i[title version], unique: true
+
+    create_table :hr_lite_policy_acknowledgements do |t|
+      t.references :policy, null: false, index: true,
+                   foreign_key: { to_table: :hr_lite_policies, on_delete: :cascade }
+      t.bigint :user_id, null: false
+      t.datetime :acknowledged_at, null: false
+      t.timestamps
+    end
+    # One acknowledgement per person per VERSION: re-issuing a policy has to
+    # ask everybody again, which is the entire point of versioning it.
+    add_index :hr_lite_policy_acknowledgements, %i[policy_id user_id], unique: true
+  end
+end

data/lib/hr_lite/notifications.rb

@@ -27,6 +27,21 @@ module HrLite
       # An approval past its deadline. Leadership hears too — a decision
       # nobody is making is a process problem, not just one person's inbox.
       "approval.escalated"    => { bell: true,  email: true,  leadership_email: true,  leadership_bell: false },
+      # Tax declarations. The submission bells whoever verifies them; the
+      # decision goes back to the employee, whose year's TDS depends on it.
+      "tax.declaration_submitted" => { bell: true, email: false, leadership_email: false, leadership_bell: false },
+      "tax.declaration_decided"   => { bell: true, email: true,  leadership_email: false, leadership_bell: false },
+      # A document about to lapse — a passport or a visa is somebody's right
+      # to work, and finding out late is the whole problem.
+      "document.expiring"     => { bell: true,  email: true,  leadership_email: true,  leadership_bell: false },
+      "expense.submitted"     => { bell: true,  email: false, leadership_email: false, leadership_bell: false },
+      "expense.approved"      => { bell: true,  email: true,  leadership_email: false, leadership_bell: false },
+      "expense.rejected"      => { bell: true,  email: true,  leadership_email: false, leadership_bell: false },
+      "expense.reimbursed"    => { bell: true,  email: true,  leadership_email: false, leadership_bell: false },
+      "hr_request.raised"     => { bell: true,  email: false, leadership_email: false, leadership_bell: false },
+      "hr_request.assigned"   => { bell: true,  email: false, leadership_email: false, leadership_bell: false },
+      "hr_request.resolved"   => { bell: true,  email: true,  leadership_email: false, leadership_bell: false },
+      "policy.published"      => { bell: true,  email: true,  leadership_email: false, leadership_bell: false },
       "digest.daily"          => { bell: false, email: false, leadership_email: true,  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 },

data/lib/hr_lite/permissions.rb

@@ -43,6 +43,19 @@ module HrLite
       "appraisal.manage" => [ "Growth", "Write, share and act on appraisals and promotions" ],
       "resignation.view" => [ "Lifecycle", "See resignations" ],
       "resignation.manage" => [ "Lifecycle", "Accept resignations and set the last working day" ],
+      "document.view" => [ "Documents", "Open other people's documents" ],
+      "document.manage" => [ "Documents", "Upload, verify and open identity and bank documents" ],
+      "tax.view" => [ "Payroll", "See tax declarations" ],
+      "tax.manage" => [ "Payroll", "Verify tax declarations and the proof behind them" ],
+      "expense.claim" => [ "Expenses", "Claim expenses" ],
+      "expense.approve" => [ "Expenses", "Approve and reject expense claims" ],
+      "expense.reimburse" => [ "Expenses", "Mark claims reimbursed with a payroll month" ],
+      "benefit.view" => [ "Benefits", "See benefits and who is enrolled" ],
+      "benefit.manage" => [ "Benefits", "Add benefits and enrol people" ],
+      "hr_request.raise" => [ "Help desk", "Raise a request with HR" ],
+      "hr_request.manage" => [ "Help desk", "Answer and assign HR requests" ],
+      "policy.view" => [ "Policies", "Read published policies" ],
+      "policy.manage" => [ "Policies", "Write, publish and re-issue policies" ],
       "settings.manage" => [ "Administration", "Change company settings, offices and policy" ],
       "audit.view" => [ "Administration", "Read the audit trail" ],
       "audit.view_money" => [ "Administration", "Read audit rows about pay, appraisals and promotions" ],

data/lib/hr_lite/role_seeds.rb

@@ -17,7 +17,9 @@ module HrLite
           "leave.request" => "self", "leave.view" => "self",
           "attendance.view" => "self", "payroll.view" => "self",
           "profile.view" => "self", "appraisal.view" => "self",
-          "resignation.view" => "self"
+          "resignation.view" => "self", "document.view" => "self", "tax.view" => "self",
+          "expense.claim" => "self", "benefit.view" => "self",
+          "hr_request.raise" => "self", "policy.view" => "all"
         }
       },
       Role::MANAGER => {
@@ -35,7 +37,10 @@ module HrLite
           "leave.request" => "self", "leave.view" => "all", "leave.approve" => "all",
           "leave.manage" => "all", "attendance.view" => "all", "attendance.manage" => "all",
           "profile.view" => "all", "payroll.view" => "self",
-          "appraisal.view" => "self", "resignation.view" => "all"
+          "appraisal.view" => "self", "resignation.view" => "all",
+          "document.view" => "all", "tax.view" => "self",
+          "expense.claim" => "self", "benefit.view" => "all", "benefit.manage" => "all",
+          "hr_request.raise" => "self", "hr_request.manage" => "all", "policy.view" => "all"
         }
       },
       Role::FINANCE => {
@@ -45,6 +50,9 @@ module HrLite
           "attendance.view" => "all", "profile.view" => "all",
           "payroll.view" => "all", "payroll.manage" => "all", "payroll.export" => "all",
           "salary.view" => "all", "salary.manage" => "all",
+          "tax.view" => "all", "tax.manage" => "all",
+          "expense.claim" => "self", "expense.approve" => "all", "expense.reimburse" => "all",
+          "policy.view" => "all",
           "audit.view" => "all", "audit.view_money" => "all"
         }
       },
@@ -55,7 +63,9 @@ module HrLite
           "leave.manage" => "all", "attendance.view" => "all", "attendance.manage" => "all",
           "profile.view" => "all", "profile.manage" => "all",
           "resignation.view" => "all", "resignation.manage" => "all",
-          "settings.manage" => "all", "audit.view" => "all", "payroll.view" => "self"
+          "settings.manage" => "all", "audit.view" => "all", "payroll.view" => "self",
+          "document.view" => "all", "expense.approve" => "all", "benefit.manage" => "all",
+          "hr_request.manage" => "all", "policy.view" => "all", "policy.manage" => "all"
         }
       },
       Role::SUPER_ADMIN => {

data/lib/hr_lite/version.rb

@@ -1,3 +1,3 @@
 module HrLite
-  VERSION = "0.9.0"
+  VERSION = "0.12.0"
 end

data/lib/tasks/hr_lite_tasks.rake

@@ -4,7 +4,8 @@ namespace :hr_lite do
     require "hr_lite/seeds"
     require "hr_lite/role_seeds"
     require "hr_lite/statutory_seeds"
-    created = HrLite::Seeds.run! + HrLite::RoleSeeds.call + HrLite::StatutorySeeds.call
+    created = HrLite::Seeds.run! + HrLite::RoleSeeds.call + HrLite::StatutorySeeds.call +
+              HrLite::SalaryComponent.seed_defaults!
     puts created.any? ? "hr_lite:seed created: #{created.join(', ')}" : "hr_lite:seed — nothing to do"
   end
 

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: hr_lite
 version: !ruby/object:Gem::Version
-  version: 0.9.0
+  version: 0.12.0
 platform: ruby
 authors:
 - kshitiz sinha
@@ -102,6 +102,7 @@ files:
 - app/jobs/hr_lite/application_job.rb
 - app/jobs/hr_lite/approval_escalation_job.rb
 - app/jobs/hr_lite/daily_digest_job.rb
+- app/jobs/hr_lite/document_expiry_job.rb
 - app/jobs/hr_lite/leave_year_rollover_job.rb
 - app/jobs/hr_lite/payroll_auto_draft_job.rb
 - app/mailers/hr_lite/application_mailer.rb
@@ -117,27 +118,41 @@ files:
 - app/models/hr_lite/approval_step.rb
 - app/models/hr_lite/attendance_record.rb
 - app/models/hr_lite/audit_log.rb
+- app/models/hr_lite/benefit.rb
+- app/models/hr_lite/benefit_enrolment.rb
 - app/models/hr_lite/comp_off_request.rb
 - app/models/hr_lite/designation_change.rb
+- app/models/hr_lite/document.rb
 - app/models/hr_lite/employee_profile.rb
+- app/models/hr_lite/expense.rb
+- app/models/hr_lite/expense_category.rb
 - app/models/hr_lite/holiday.rb
+- app/models/hr_lite/hr_request.rb
 - app/models/hr_lite/kudo.rb
 - app/models/hr_lite/kudo_mention.rb
 - app/models/hr_lite/leave_balance.rb
 - app/models/hr_lite/leave_request.rb
 - app/models/hr_lite/leave_type.rb
+- app/models/hr_lite/loan.rb
+- app/models/hr_lite/loan_repayment.rb
 - 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/policy.rb
+- app/models/hr_lite/policy_acknowledgement.rb
 - app/models/hr_lite/professional_tax_slab.rb
 - app/models/hr_lite/regularization_request.rb
 - app/models/hr_lite/resignation.rb
 - app/models/hr_lite/role.rb
 - app/models/hr_lite/role_assignment.rb
 - app/models/hr_lite/role_grant.rb
+- app/models/hr_lite/salary_component.rb
 - app/models/hr_lite/salary_slip.rb
 - app/models/hr_lite/salary_structure.rb
 - app/models/hr_lite/setting.rb
 - app/models/hr_lite/statutory_rate_card_record.rb
+- app/models/hr_lite/tax_declaration.rb
+- app/models/hr_lite/tax_declaration_item.rb
 - app/services/hr_lite/access.rb
 - app/services/hr_lite/approval_route.rb
 - app/services/hr_lite/attendance_puncher.rb
@@ -273,6 +288,9 @@ files:
 - db/migrate/20260817183629_seed_hr_lite_roles_from_email_tiers.rb
 - db/migrate/20260817190159_create_hr_lite_statutory_rate_cards.rb
 - db/migrate/20260818001151_create_hr_lite_approvals.rb
+- db/migrate/20260818002627_create_hr_lite_payroll_components_and_loans.rb
+- db/migrate/20260818003616_create_hr_lite_documents_and_declarations.rb
+- db/migrate/20260818004707_create_hr_lite_employee_services.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