addons/hr_evaluation/hr_evaluation.py

   1 # -*- encoding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>).
   6 #
   7 #    This program is free software: you can redistribute it and/or modify
   8 #    it under the terms of the GNU Affero General Public License as
   9 #    published by the Free Software Foundation, either version 3 of the
  10 #    License, or (at your option) any later version.
  11 #
  12 #    This program is distributed in the hope that it will be useful,
  13 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  14 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  15 #    GNU Affero General Public License for more details.
  16 #
  17 #    You should have received a copy of the GNU Affero General Public License
  18 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  19 #
  20 ##############################################################################
  21
  22 import time
  23 from mx import DateTime as dt
  24
  25 from osv import fields, osv
  26 import tools
  27 from tools.translate import _
  28
  29 class hr_evaluation_plan(osv.osv):
  30     _name = "hr_evaluation.plan"
  31     _description = "Evaluation Plan"
  32     _columns = {
  33         'name': fields.char("Evaluation Plan", size=64, required=True),
  34         'company_id': fields.many2one('res.company', 'Company', required=True),
  35         'phase_ids': fields.one2many('hr_evaluation.plan.phase', 'plan_id', 'Evaluation Phases'),
  36         'month_first': fields.integer('First Evaluation After'),
  37         'month_next': fields.integer('Next Evaluation After'),
  38         'active': fields.boolean('Active')
  39     }
  40     _defaults = {
  41         'active' : lambda *a: True,
  42     }
  43 hr_evaluation_plan()
  44
  45 class hr_evaluation_plan_phase(osv.osv):
  46     _name = "hr_evaluation.plan.phase"
  47     _description = "Evaluation Plan Phase"
  48     _order = "sequence"
  49     _columns = {
  50         'name': fields.char("Phase", size=64, required=True),
  51         'sequence': fields.integer("Sequence"),
  52         'company_id': fields.related('plan_id','company_id',type='many2one',relation='res.company',string='Company',store=True),
  53         'plan_id': fields.many2one('hr_evaluation.plan','Evaluation Plan', required=True, ondelete='cascade'),
  54         'action': fields.selection([
  55             ('top-down','Top-Down Appraisal Requests'),
  56             ('bottom-up','Bottom-Up Appraisal Requests'),
  57             ('self','Self Appraisal Requests'),
  58             ('final','Final Interview')], 'Action', required=True),
  59         'survey_id': fields.many2one('survey','Appraisal Form',required=True),
  60         'send_answer_manager': fields.boolean('All Answers',
  61             help="Send all answers to the manager"),
  62         'send_answer_employee': fields.boolean('All Answers',
  63             help="Send all answers to the employee"),
  64         'send_anonymous_manager': fields.boolean('Anonymous Summary',
  65             help="Send an anonymous summary to the manager"),
  66         'send_anonymous_employee': fields.boolean('Anonymous Summary',
  67             help="Send an anonymous summary to the employee"),
  68         'wait': fields.boolean('Wait Previous Phases',
  69             help="Check this box if you want to wait that all preceeding phases " +
  70               "are finished before launching this phase."),
  71         'mail_feature': fields.boolean('Send mail for this phase',help="Check this box if you want to send mail to employees"+
  72                                        "coming under this phase"),
  73         'mail_body': fields.text('Email'),
  74         'email_subject':fields.text('char')
  75     }
  76     _defaults = {
  77         'sequence' : lambda *a: 1,
  78         'email_subject':_('''Regarding '''),
  79         'mail_body' : lambda *a:_('''
  80 Date : %(date)s
  81
  82 Dear %(employee_name)s,
  83
  84 I am doing an evaluation regarding %(eval_name)s.
  85
  86 Kindly submit your response.
  87
  88
  89 Thanks,
  90 --
  91 %(user_signature)s
  92
  93         '''),
  94     }
  95
  96
  97 hr_evaluation_plan_phase()
  98
  99 class hr_employee(osv.osv):
 100     _name = "hr.employee"
 101     _inherit="hr.employee"
 102     _columns = {
 103         'evaluation_plan_id': fields.many2one('hr_evaluation.plan', 'Evaluation Plan'),
 104         'evaluation_date': fields.date('Next Evaluation', help="Date of the next evaluation"),
 105     }
 106
 107     def run_employee_evaluation(self, cr, uid, automatic=False, use_new_cursor=False, context=None):
 108         for id in self.browse(cr, uid, self.search(cr, uid, [],context=context),context=context):
 109             if id.evaluation_plan_id and id.evaluation_date:
 110                 if (dt.ISO.ParseAny(id.evaluation_date) + dt.RelativeDateTime(months = int(id.evaluation_plan_id.month_next))).strftime('%Y-%m-%d') <= time.strftime("%Y-%m-%d"):
 111                     self.write(cr, uid, id.id, {'evaluation_date' : (dt.ISO.ParseAny(id.evaluation_date) + dt.RelativeDateTime(months =+ int(id.evaluation_plan_id.month_next))).strftime('%Y-%m-%d')},context=context)
 112                     self.pool.get("hr_evaluation.evaluation").create(cr, uid, {'employee_id' : id.id, 'plan_id': id.evaluation_plan_id},context)
 113         return True
 114
 115     def onchange_evaluation_plan_id(self, cr, uid, ids, evaluation_plan_id, evaluation_date, context={}):
 116         evaluation_date = evaluation_date or False
 117         evaluation_plan_obj=self.pool.get('hr_evaluation.plan')
 118         if evaluation_plan_id:
 119             flag = False
 120             evaluation_plan =  evaluation_plan_obj.browse(cr, uid, [evaluation_plan_id],context=context)[0]
 121             if not evaluation_date:
 122                evaluation_date=(dt.ISO.ParseAny(dt.now().strftime('%Y-%m-%d'))+ dt.RelativeDateTime(months=+evaluation_plan.month_first)).strftime('%Y-%m-%d')
 123                flag = True
 124             else:
 125                 if (dt.ISO.ParseAny(evaluation_date) + dt.RelativeDateTime(months = int(evaluation_plan.month_next))).strftime('%Y-%m-%d') <= time.strftime("%Y-%m-%d"):
 126                     evaluation_date=(dt.ISO.ParseAny(evaluation_date)+ dt.RelativeDateTime(months=+evaluation_plan.month_next)).strftime('%Y-%m-%d')
 127                     flag = True
 128             if ids and flag:
 129                 self.pool.get("hr_evaluation.evaluation").create(cr, uid, {'employee_id' : ids[0], 'plan_id': evaluation_plan_id},context=context)
 130         return {'value': {'evaluation_date':evaluation_date}}
 131
 132     def create(self, cr, uid, vals, context={}):
 133         id = super(hr_employee, self).create(cr, uid, vals, context=context)
 134         if vals.get('evaluation_plan_id', False):
 135             self.pool.get("hr_evaluation.evaluation").create(cr, uid, {'employee_id' : id, 'plan_id': vals['evaluation_plan_id']},context=context)
 136         return id
 137
 138 hr_employee()
 139
 140 class hr_evaluation(osv.osv):
 141     _name = "hr_evaluation.evaluation"
 142     _description = "Employee Evaluation"
 143     _rec_name = 'employee_id'
 144     _columns = {
 145         'date': fields.date("Evaluation Deadline", required=True),
 146         'employee_id': fields.many2one('hr.employee', "Employee", required=True),
 147         'note_summary': fields.text('Evaluation Summary'),
 148         'note_action': fields.text('Action Plan',
 149             help="If the evaluation does not meet the expectations, you can propose"+
 150               "an action plan"),
 151         'rating': fields.selection([
 152             ('0','Significantly bellow expectations'),
 153             ('1','Did not meet expectations'),
 154             ('2','Meet expectations'),
 155             ('3','Exceeds expectations'),
 156             ('4','Significantly exceeds expectations'),
 157         ], "Overall Rating", help="This is the overall rating on that summarize the evaluation"),
 158         'survey_request_ids': fields.one2many('hr.evaluation.interview','evaluation_id','Appraisal Forms'),
 159         'plan_id': fields.many2one('hr_evaluation.plan', 'Plan', required=True),
 160         'state': fields.selection([
 161             ('draft','Draft'),
 162             ('wait','Plan In Progress'),
 163             ('progress','Final Validation'),
 164             ('done','Done'),
 165             ('cancel','Cancelled'),
 166         ], 'State', required=True,readonly=True),
 167         'date_close': fields.date('Ending Date'),
 168         'progress' : fields.float("Progress"),
 169     }
 170     _defaults = {
 171         'date' : lambda *a: (dt.ISO.ParseAny(dt.now().strftime('%Y-%m-%d')) + dt.RelativeDateTime(months =+ 1)).strftime('%Y-%m-%d'),
 172         'state' : lambda *a: 'draft',
 173     }
 174
 175     def onchange_employee_id(self,cr,uid,ids,employee_id,context={}):
 176         employee_obj=self.pool.get('hr.employee')
 177         evaluation_plan_id=''
 178         if employee_id:
 179             for employee in employee_obj.browse(cr,uid,[employee_id],context=context):
 180                 if employee and employee.evaluation_plan_id and employee.evaluation_plan_id.id:
 181                     evaluation_plan_id=employee.evaluation_plan_id.id
 182                 employee_ids=employee_obj.search(cr,uid,[('parent_id','=',employee.id)],context=context)
 183         return {'value': {'plan_id':evaluation_plan_id}}
 184
 185     def button_plan_in_progress(self,cr, uid, ids, context={}):
 186         user_obj = self.pool.get('res.users')
 187         employee_obj = self.pool.get('hr.employee')
 188         hr_eval_inter_obj = self.pool.get('hr.evaluation.interview')
 189         survey_request_obj = self.pool.get('survey.request')
 190         hr_eval_plan_obj = self.pool.get('hr_evaluation.plan.phase')
 191         curr_employee=self.browse(cr,uid, ids, context=context)[0].employee_id
 192         child_employees=employee_obj.browse(cr,uid, employee_obj.search(cr,uid,[('parent_id','=',curr_employee.id)],context=context))
 193         manager_employee=curr_employee.parent_id
 194         for evaluation in self.browse(cr,uid,ids):
 195             if evaluation and evaluation.plan_id:
 196                 apprai_id = []
 197                 for phase in evaluation.plan_id.phase_ids:
 198                     if phase.action == "bottom-up":
 199                         for child in child_employees:
 200                             user = False
 201                             if child.user_id:
 202                                 user = child.user_id.id
 203                             id = hr_eval_inter_obj.create(cr, uid, {'evaluation_id':evaluation.id ,'user_id' : user,'survey_id' : phase.survey_id.id, 'user_to_review_id' : child.id, 'date_deadline' :(dt.ISO.ParseAny(dt.now().strftime('%Y-%m-%d')) + dt.RelativeDateTime(months =+ 1)).strftime('%Y-%m-%d')},context=context)
 204                             if not phase.wait:
 205                                 hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [id], context=context)
 206                             if phase.mail_feature:
 207                                 src = tools.config.options['email_from']
 208                                 user_obj_id = user_obj.browse(cr,uid,uid)
 209                                 val = {
 210                                         'employee_name':child.name,
 211                                         'user_signature':curr_employee.name,
 212 #                                        'company_name':user_obj_id.company_id.name,
 213                                         'eval_name':phase.survey_id.title,
 214                                         'date':time.strftime('%Y-%m-%d'),
 215                                       }
 216                                 mailbody = hr_eval_plan_obj.read(cr,uid,phase.id,['mail_body','email_subject'],context=context)
 217                                 body = mailbody['mail_body']%val
 218                                 sub = mailbody['email_subject']+phase.survey_id.title
 219                                 dest=[child.work_email]
 220                                 if dest:
 221                                    tools.email_send(src,dest,sub,body)
 222                             apprai_id.append(id)
 223
 224                     elif phase.action == "top-down":
 225                         if manager_employee:
 226                             user = False
 227                             if manager_employee.user_id:
 228                                 user = manager_employee.user_id.id
 229                             id = hr_eval_inter_obj.create(cr, uid, {'evaluation_id':evaluation.id,'user_id': user ,'survey_id' : phase.survey_id.id, 'user_to_review_id' :manager_employee.id, 'date_deadline' :(dt.ISO.ParseAny(dt.now().strftime('%Y-%m-%d')) + dt.RelativeDateTime(months =+ 1)).strftime('%Y-%m-%d')},context=context)
 230                             if not phase.wait:
 231                                 hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [id], context=context)
 232                             if phase.mail_feature:
 233                                 val.update({'employee_name':manager_employee.name})
 234                                 mailbody = hr_eval_plan_obj.read(cr,uid,phase.id,['mail_body'],context=context)
 235                                 body = mailbody['mail_body']%val
 236                                 dest = [manager_employee.work_email]
 237                                 if dest:
 238                                         tools.email_send(src,dest,sub,body)
 239                             apprai_id.append(id)
 240                     elif phase.action == "self":
 241                         if curr_employee:
 242                             user = False
 243                             if curr_employee.user_id:
 244                                 user = curr_employee.user_id.id
 245                             id = hr_eval_inter_obj.create(cr, uid, {'evaluation_id':evaluation.id,'user_id' : user, 'survey_id' : phase.survey_id.id, 'user_to_review_id' :curr_employee.id, 'date_deadline' :(dt.ISO.ParseAny(dt.now().strftime('%Y-%m-%d')) + dt.RelativeDateTime(months =+ 1)).strftime('%Y-%m-%d')},context=context)
 246                             if not phase.wait:
 247                                 hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [id], context=context)
 248                             apprai_id.append(id)
 249                     elif phase.action == "final":
 250                         if manager_employee:
 251                             user = False
 252                             if manager_employee.user_id:
 253                                 user = manager_employee.user_id.id
 254                             id = hr_eval_inter_obj.create(cr, uid, {'evaluation_id':evaluation.id,'user_id' : user, 'survey_id' : phase.survey_id.id, 'user_to_review_id' :manager_employee.id, 'date_deadline' :(dt.ISO.ParseAny(dt.now().strftime('%Y-%m-%d')) + dt.RelativeDateTime(months =+ 1)).strftime('%Y-%m-%d')},context=context)
 255                             if not phase.wait:
 256                                 hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [id], context=context)
 257                             apprai_id.append(id)
 258                 self.write(cr, uid, evaluation.id, {'survey_request_ids':[[6, 0, apprai_id]]})
 259         self.write(cr,uid,ids,{'state':'wait'},context=context)
 260         return True
 261
 262     def button_final_validation(self,cr, uid, ids, context={}):
 263         self.write(cr,uid,ids,{'state':'progress'})
 264         request_obj = self.pool.get('hr.evaluation.interview')
 265         for id in self.browse(cr, uid ,ids,context=context):
 266             if len(id.survey_request_ids) != len(request_obj.search(cr, uid, [('evaluation_id', '=', id.id),('state', '=', 'done')],context=context)):
 267                 raise osv.except_osv(_('Warning !'),_("You cannot change state, because some appraisal in waiting answer or draft state"))
 268         return True
 269
 270     def button_done(self,cr, uid, ids, context={}):
 271         self.write(cr,uid,ids,{'state':'done', 'date_close': time.strftime('%Y-%m-%d')}, context=context)
 272         return True
 273
 274     def button_cancel(self,cr, uid, ids, context={}):
 275         self.write(cr,uid,ids,{'state':'cancel'}, context=context)
 276         return True
 277
 278 hr_evaluation()
 279
 280 class survey_request(osv.osv):
 281     _inherit="survey.request"
 282     _columns = {
 283         'is_evaluation':fields.boolean('Is Evaluation?'),
 284     }
 285
 286 survey_request()
 287
 288 class hr_evaluation_interview(osv.osv):
 289     _name='hr.evaluation.interview'
 290     _inherits={'survey.request':'request_id'}
 291     _description='Evaluation Interview'
 292     _columns = {
 293         'request_id': fields.many2one('survey.request','Request_id', ondelete='cascade'),
 294         'user_to_review_id': fields.many2one('hr.employee', 'Employee'),
 295         'evaluation_id' : fields.many2one('hr_evaluation.evaluation', 'Evaluation'),
 296         }
 297     _defaults = {
 298         'is_evaluation': lambda *a: True,
 299         }
 300
 301     def survey_req_waiting_answer(self, cr, uid, ids, context={}):
 302         self.write(cr, uid, ids, { 'state' : 'waiting_answer'})
 303 #        for id in self.browse(cr, uid, ids):
 304 #            print"id",id
 305 #            if id.user_to_review_id and id.user_to_review_id.work_email:
 306 #                msg = " Hello %s, \n\n We are inviting you for %s survey. \n\n Thanks,"  %(id.user_to_review_id.name, id.survey_id.title)
 307 #                tools.email_send(tools.config['email_from'], [id.user_to_review_id.work_email],\
 308 #                                              'Invite to fill up Survey', msg)
 309         return True
 310
 311     def survey_req_done(self, cr, uid, ids, context={}):
 312         self.write(cr, uid, ids, { 'state' : 'done'})
 313         hr_eval_obj = self.pool.get('hr_evaluation.evaluation')
 314         for id in self.browse(cr, uid, ids,context=context):
 315             flag = False
 316             wating_id = 0
 317             tot_done_req = 0
 318             records = self.pool.get("hr_evaluation.evaluation").browse(cr, uid, [id.evaluation_id.id],context=context)[0].survey_request_ids
 319             for child in records:
 320                 if child.state == "draft" :
 321                     wating_id = child.id
 322                     continue
 323                 if child.state != "done":
 324                     flag = True
 325                 else :
 326                     tot_done_req += 1
 327             if not flag and wating_id:
 328                 self.survey_req_waiting_answer(cr, uid, [wating_id], context)
 329             hr_eval_obj.write(cr, uid, [id.evaluation_id.id], {'progress' :tot_done_req * 100 / len(records)}, context=context)
 330
 331         return True
 332     def survey_req_draft(self, cr, uid, ids, context={}):
 333         self.write(cr, uid, ids, { 'state' : 'draft'}, context=context)
 334         return True
 335
 336     def survey_req_cancel(self, cr, uid, ids, context={}):
 337         self.write(cr, uid, ids, { 'state' : 'cancel'}, context=context)
 338         return True
 339
 340 hr_evaluation_interview()
 341
 342 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:1