# -*- encoding: utf-8 -*- ############################################################################## # # OpenERP, Open Source Management Solution # Copyright (C) 2004-2009 Tiny SPRL (). # # This program is free software: you can redistribute it and/or modify # it under the terms of the GNU Affero General Public License as # published by the Free Software Foundation, either version 3 of the # License, or (at your option) any later version. # # This program is distributed in the hope that it will be useful, # but WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU Affero General Public License for more details. # # You should have received a copy of the GNU Affero General Public License # along with this program. If not, see . # ############################################################################## from datetime import datetime, timedelta from dateutil.relativedelta import relativedelta from dateutil import parser import time from openerp.osv import fields, osv from openerp.tools.translate import _ from openerp.tools import DEFAULT_SERVER_DATETIME_FORMAT as DF class hr_evaluation_plan(osv.Model): _name = "hr_evaluation.plan" _description = "Appraisal Plan" _columns = { 'name': fields.char("Appraisal Plan", required=True), 'company_id': fields.many2one('res.company', 'Company', required=True), 'phase_ids': fields.one2many('hr_evaluation.plan.phase', 'plan_id', 'Appraisal Phases', copy=True), 'month_first': fields.integer('First Appraisal in (months)', help="This number of months will be used to schedule the first evaluation date of the employee when selecting an evaluation plan. "), 'month_next': fields.integer('Periodicity of Appraisal (months)', help="The number of month that depicts the delay between each evaluation of this plan (after the first one)."), 'active': fields.boolean('Active') } _defaults = { 'active': True, 'month_first': 6, 'month_next': 12, 'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'account.account', context=c), } class hr_evaluation_plan_phase(osv.Model): _name = "hr_evaluation.plan.phase" _description = "Appraisal Plan Phase" _order = "sequence" _columns = { 'name': fields.char("Phase", size=64, required=True), 'sequence': fields.integer("Sequence"), 'company_id': fields.related('plan_id', 'company_id', type='many2one', relation='res.company', string='Company', store=True, readonly=True), 'plan_id': fields.many2one('hr_evaluation.plan', 'Appraisal Plan', ondelete='cascade'), 'action': fields.selection([ ('top-down', 'Top-Down Appraisal Requests'), ('bottom-up', 'Bottom-Up Appraisal Requests'), ('self', 'Self Appraisal Requests'), ('final', 'Final Interview')], 'Action', required=True), 'survey_id': fields.many2one('survey.survey', 'Appraisal Form', required=True), 'send_answer_manager': fields.boolean('All Answers', help="Send all answers to the manager"), 'send_answer_employee': fields.boolean('All Answers', help="Send all answers to the employee"), 'send_anonymous_manager': fields.boolean('Anonymous Summary', help="Send an anonymous summary to the manager"), 'send_anonymous_employee': fields.boolean('Anonymous Summary', help="Send an anonymous summary to the employee"), 'wait': fields.boolean('Wait Previous Phases', help="Check this box if you want to wait that all preceding phases " + "are finished before launching this phase."), 'mail_feature': fields.boolean('Send mail for this phase', help="Check this box if you want to send mail to employees coming under this phase"), 'mail_body': fields.text('Email'), 'email_subject': fields.text('Subject') } _defaults = { 'sequence': 1, 'email_subject': _('''Regarding '''), 'mail_body': lambda *a: _(''' Date: %(date)s Dear %(employee_name)s, I am doing an evaluation regarding %(eval_name)s. Kindly submit your response. Thanks, -- %(user_signature)s '''), } class hr_employee(osv.Model): _name = "hr.employee" _inherit="hr.employee" def _appraisal_count(self, cr, uid, ids, field_name, arg, context=None): Evaluation = self.pool['hr.evaluation.interview'] return { employee_id: Evaluation.search_count(cr, uid, [('user_to_review_id', '=', employee_id)], context=context) for employee_id in ids } _columns = { 'evaluation_plan_id': fields.many2one('hr_evaluation.plan', 'Appraisal Plan'), 'evaluation_date': fields.date('Next Appraisal Date', help="The date of the next appraisal is computed by the appraisal plan's dates (first appraisal + periodicity)."), 'appraisal_count': fields.function(_appraisal_count, type='integer', string='Appraisal Interviews'), } def run_employee_evaluation(self, cr, uid, automatic=False, use_new_cursor=False, context=None): # cronjob now = parser.parse(datetime.now().strftime('%Y-%m-%d')) obj_evaluation = self.pool.get('hr_evaluation.evaluation') emp_ids = self.search(cr, uid, [('evaluation_plan_id', '<>', False), ('evaluation_date', '=', False)], context=context) for emp in self.browse(cr, uid, emp_ids, context=context): first_date = (now + relativedelta(months=emp.evaluation_plan_id.month_first)).strftime('%Y-%m-%d') self.write(cr, uid, [emp.id], {'evaluation_date': first_date}, context=context) emp_ids = self.search(cr, uid, [('evaluation_plan_id', '<>', False), ('evaluation_date', '<=', time.strftime("%Y-%m-%d"))], context=context) for emp in self.browse(cr, uid, emp_ids, context=context): next_date = (now + relativedelta(months=emp.evaluation_plan_id.month_next)).strftime('%Y-%m-%d') self.write(cr, uid, [emp.id], {'evaluation_date': next_date}, context=context) plan_id = obj_evaluation.create(cr, uid, {'employee_id': emp.id, 'plan_id': emp.evaluation_plan_id.id}, context=context) obj_evaluation.button_plan_in_progress(cr, uid, [plan_id], context=context) return True class hr_evaluation(osv.Model): _name = "hr_evaluation.evaluation" _inherit = "mail.thread" _description = "Employee Appraisal" _rec_name = "employee_id" _columns = { 'date': fields.date("Appraisal Deadline", required=True, select=True), 'employee_id': fields.many2one('hr.employee', "Employee", required=True), 'note_summary': fields.text('Appraisal Summary'), 'note_action': fields.text('Action Plan', help="If the evaluation does not meet the expectations, you can propose an action plan"), 'rating': fields.selection([ ('0', 'Significantly below expectations'), ('1', 'Do not meet expectations'), ('2', 'Meet expectations'), ('3', 'Exceeds expectations'), ('4', 'Significantly exceeds expectations'), ], "Appreciation", help="This is the appreciation on which the evaluation is summarized."), 'survey_request_ids': fields.one2many('hr.evaluation.interview', 'evaluation_id', 'Appraisal Forms'), 'plan_id': fields.many2one('hr_evaluation.plan', 'Plan', required=True), 'state': fields.selection([ ('draft', 'New'), ('cancel', 'Cancelled'), ('wait', 'Plan In Progress'), ('progress', 'Waiting Appreciation'), ('done', 'Done'), ], 'Status', required=True, readonly=True, copy=False), 'date_close': fields.date('Ending Date', select=True), } _defaults = { 'date': lambda *a: (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months=+1)).strftime('%Y-%m-%d'), 'state': lambda *a: 'draft', } def name_get(self, cr, uid, ids, context=None): if not ids: return [] reads = self.browse(cr, uid, ids, context=context) res = [] for record in reads: name = record.plan_id.name employee = record.employee_id.name_related res.append((record['id'], name + ' / ' + employee)) return res def onchange_employee_id(self, cr, uid, ids, employee_id, context=None): vals = {} vals['plan_id'] = False if employee_id: employee_obj = self.pool.get('hr.employee') for employee in employee_obj.browse(cr, uid, [employee_id], context=context): if employee and employee.evaluation_plan_id and employee.evaluation_plan_id.id: vals.update({'plan_id': employee.evaluation_plan_id.id}) return {'value': vals} def button_plan_in_progress(self, cr, uid, ids, context=None): hr_eval_inter_obj = self.pool.get('hr.evaluation.interview') if context is None: context = {} for evaluation in self.browse(cr, uid, ids, context=context): wait = False for phase in evaluation.plan_id.phase_ids: children = [] if phase.action == "bottom-up": children = evaluation.employee_id.child_ids elif phase.action in ("top-down", "final"): if evaluation.employee_id.parent_id: children = [evaluation.employee_id.parent_id] elif phase.action == "self": children = [evaluation.employee_id] for child in children: int_id = hr_eval_inter_obj.create(cr, uid, { 'evaluation_id': evaluation.id, 'phase_id': phase.id, 'deadline': (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months=+1)).strftime('%Y-%m-%d'), 'user_id': child.user_id.id, }, context=context) if phase.wait: wait = True if not wait: hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [int_id], context=context) if (not wait) and phase.mail_feature: body = phase.mail_body % {'employee_name': child.name, 'user_signature': child.user_id.signature, 'eval_name': phase.survey_id.title, 'date': time.strftime('%Y-%m-%d'), 'time': time} sub = phase.email_subject if child.work_email: vals = {'state': 'outgoing', 'subject': sub, 'body_html': '
%s
' % body, 'email_to': child.work_email, 'email_from': evaluation.employee_id.work_email} self.pool.get('mail.mail').create(cr, uid, vals, context=context) self.write(cr, uid, ids, {'state': 'wait'}, context=context) return True def button_final_validation(self, cr, uid, ids, context=None): request_obj = self.pool.get('hr.evaluation.interview') self.write(cr, uid, ids, {'state': 'progress'}, context=context) for evaluation in self.browse(cr, uid, ids, context=context): if evaluation.employee_id and evaluation.employee_id.parent_id and evaluation.employee_id.parent_id.user_id: self.message_subscribe_users(cr, uid, [evaluation.id], user_ids=[evaluation.employee_id.parent_id.user_id.id], context=context) if len(evaluation.survey_request_ids) != len(request_obj.search(cr, uid, [('evaluation_id', '=', evaluation.id), ('state', 'in', ['done', 'cancel'])], context=context)): raise osv.except_osv(_('Warning!'), _("You cannot change state, because some appraisal forms have not been completed.")) return True def button_done(self, cr, uid, ids, context=None): self.write(cr, uid, ids, {'state': 'done', 'date_close': time.strftime('%Y-%m-%d')}, context=context) return True def button_cancel(self, cr, uid, ids, context=None): interview_obj = self.pool.get('hr.evaluation.interview') evaluation = self.browse(cr, uid, ids[0], context) interview_obj.survey_req_cancel(cr, uid, [r.id for r in evaluation.survey_request_ids]) self.write(cr, uid, ids, {'state': 'cancel'}, context=context) return True def button_draft(self, cr, uid, ids, context=None): self.write(cr, uid, ids, {'state': 'draft'}, context=context) return True def write(self, cr, uid, ids, vals, context=None): if vals.get('employee_id'): employee_id = self.pool.get('hr.employee').browse(cr, uid, vals.get('employee_id'), context=context) if employee_id.parent_id and employee_id.parent_id.user_id: vals['message_follower_ids'] = [(4, employee_id.parent_id.user_id.partner_id.id)] if 'date' in vals: new_vals = {'deadline': vals.get('date')} obj_hr_eval_iterview = self.pool.get('hr.evaluation.interview') for evaluation in self.browse(cr, uid, ids, context=context): for survey_req in evaluation.survey_request_ids: obj_hr_eval_iterview.write(cr, uid, [survey_req.id], new_vals, context=context) return super(hr_evaluation, self).write(cr, uid, ids, vals, context=context) class hr_evaluation_interview(osv.Model): _name = 'hr.evaluation.interview' _inherit = 'mail.thread' _rec_name = 'user_to_review_id' _description = 'Appraisal Interview' _columns = { 'request_id': fields.many2one('survey.user_input', 'Survey Request', ondelete='cascade', readonly=True), 'evaluation_id': fields.many2one('hr_evaluation.evaluation', 'Appraisal Plan', required=True), 'phase_id': fields.many2one('hr_evaluation.plan.phase', 'Appraisal Phase', required=True), 'user_to_review_id': fields.related('evaluation_id', 'employee_id', type="many2one", relation="hr.employee", string="Employee to evaluate"), 'user_id': fields.many2one('res.users', 'Interviewer'), 'state': fields.selection([('draft', "Draft"), ('waiting_answer', "In progress"), ('done', "Done"), ('cancel', "Cancelled")], string="State", required=True, copy=False), 'survey_id': fields.related('phase_id', 'survey_id', string="Appraisal Form", type="many2one", relation="survey.survey"), 'deadline': fields.related('request_id', 'deadline', type="datetime", string="Deadline"), } _defaults = { 'state': 'draft' } def create(self, cr, uid, vals, context=None): phase_obj = self.pool.get('hr_evaluation.plan.phase') survey_id = phase_obj.read(cr, uid, vals.get('phase_id'), fields=['survey_id'], context=context)['survey_id'][0] if vals.get('user_id'): user_obj = self.pool.get('res.users') partner_id = user_obj.read(cr, uid, vals.get('user_id'), fields=['partner_id'], context=context)['partner_id'][0] else: partner_id = None user_input_obj = self.pool.get('survey.user_input') if not vals.get('deadline'): vals['deadline'] = (datetime.now() + timedelta(days=28)).strftime(DF) ret = user_input_obj.create(cr, uid, {'survey_id': survey_id, 'deadline': vals.get('deadline'), 'type': 'link', 'partner_id': partner_id}, context=context) vals['request_id'] = ret return super(hr_evaluation_interview, self).create(cr, uid, vals, context=context) def name_get(self, cr, uid, ids, context=None): if not ids: return [] reads = self.browse(cr, uid, ids, context=context) res = [] for record in reads: name = record.survey_id.title res.append((record['id'], name)) return res def survey_req_waiting_answer(self, cr, uid, ids, context=None): request_obj = self.pool.get('survey.user_input') for interview in self.browse(cr, uid, ids, context=context): if interview.request_id: request_obj.action_survey_resent(cr, uid, [interview.request_id.id], context=context) self.write(cr, uid, interview.id, {'state': 'waiting_answer'}, context=context) return True def survey_req_done(self, cr, uid, ids, context=None): for id in self.browse(cr, uid, ids, context=context): flag = False wating_id = 0 if not id.evaluation_id.id: raise osv.except_osv(_('Warning!'), _("You cannot start evaluation without Appraisal.")) records = id.evaluation_id.survey_request_ids for child in records: if child.state == "draft": wating_id = child.id continue if child.state != "done": flag = True if not flag and wating_id: self.survey_req_waiting_answer(cr, uid, [wating_id], context=context) self.write(cr, uid, ids, {'state': 'done'}, context=context) return True def survey_req_cancel(self, cr, uid, ids, context=None): self.write(cr, uid, ids, {'state': 'cancel'}, context=context) return True def action_print_survey(self, cr, uid, ids, context=None): """ If response is available then print this response otherwise print survey form (print template of the survey) """ context = dict(context or {}) interview = self.browse(cr, uid, ids, context=context)[0] survey_obj = self.pool.get('survey.survey') response_obj = self.pool.get('survey.user_input') response = response_obj.browse(cr, uid, interview.request_id.id, context=context) context.update({'survey_token': response.token}) return survey_obj.action_print_survey(cr, uid, [interview.survey_id.id], context=context) def action_start_survey(self, cr, uid, ids, context=None): context = dict(context or {}) interview = self.browse(cr, uid, ids, context=context)[0] survey_obj = self.pool.get('survey.survey') response_obj = self.pool.get('survey.user_input') # grab the token of the response and start surveying response = response_obj.browse(cr, uid, interview.request_id.id, context=context) context.update({'survey_token': response.token}) return survey_obj.action_start_survey(cr, uid, [interview.survey_id.id], context=context)