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