addons/hr_evaluation/hr_evaluation.py

   1 # -*- encoding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-Today OpenERP S.A. (<http://www.openerp.com>).
   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 from datetime import datetime, timedelta
  23 from dateutil.relativedelta import relativedelta
  24 from dateutil import parser
  25 import time
  26
  27 from openerp.osv import fields, osv
  28 from openerp.tools.translate import _
  29 from openerp.tools import DEFAULT_SERVER_DATETIME_FORMAT as DF
  30
  31
  32 class hr_evaluation_plan(osv.Model):
  33     _name = "hr_evaluation.plan"
  34     _description = "Appraisal Plan"
  35     _columns = {
  36         'name': fields.char("Appraisal Plan", required=True),
  37         'company_id': fields.many2one('res.company', 'Company', required=True),
  38         'phase_ids': fields.one2many('hr_evaluation.plan.phase', 'plan_id', 'Appraisal Phases', copy=True),
  39         '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. "),
  40         '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)."),
  41         'active': fields.boolean('Active')
  42     }
  43     _defaults = {
  44         'active': True,
  45         'month_first': 6,
  46         'month_next': 12,
  47         'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'account.account', context=c),
  48     }
  49
  50
  51 class hr_evaluation_plan_phase(osv.Model):
  52     _name = "hr_evaluation.plan.phase"
  53     _description = "Appraisal Plan Phase"
  54     _order = "sequence"
  55     _columns = {
  56         'name': fields.char("Phase", size=64, required=True),
  57         'sequence': fields.integer("Sequence"),
  58         'company_id': fields.related('plan_id', 'company_id', type='many2one', relation='res.company', string='Company', store=True, readonly=True),
  59         'plan_id': fields.many2one('hr_evaluation.plan', 'Appraisal Plan', ondelete='cascade'),
  60         'action': fields.selection([
  61             ('top-down', 'Top-Down Appraisal Requests'),
  62             ('bottom-up', 'Bottom-Up Appraisal Requests'),
  63             ('self', 'Self Appraisal Requests'),
  64             ('final', 'Final Interview')], 'Action', required=True),
  65         'survey_id': fields.many2one('survey.survey', 'Appraisal Form', required=True),
  66         'send_answer_manager': fields.boolean('All Answers',
  67             help="Send all answers to the manager"),
  68         'send_answer_employee': fields.boolean('All Answers',
  69             help="Send all answers to the employee"),
  70         'send_anonymous_manager': fields.boolean('Anonymous Summary',
  71             help="Send an anonymous summary to the manager"),
  72         'send_anonymous_employee': fields.boolean('Anonymous Summary',
  73             help="Send an anonymous summary to the employee"),
  74         'wait': fields.boolean('Wait Previous Phases',
  75             help="Check this box if you want to wait that all preceding phases " +
  76               "are finished before launching this phase."),
  77         '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"),
  78         'mail_body': fields.text('Email'),
  79         'email_subject': fields.text('Subject')
  80     }
  81     _defaults = {
  82         'sequence': 1,
  83         'email_subject': _('''Regarding '''),
  84         'mail_body': lambda *a: _('''
  85 Date: %(date)s
  86
  87 Dear %(employee_name)s,
  88
  89 I am doing an evaluation regarding %(eval_name)s.
  90
  91 Kindly submit your response.
  92
  93
  94 Thanks,
  95 --
  96 %(user_signature)s
  97
  98         '''),
  99     }
 100
 101
 102 class hr_employee(osv.Model):
 103     _name = "hr.employee"
 104     _inherit="hr.employee"
 105
 106     def _appraisal_count(self, cr, uid, ids, field_name, arg, context=None):
 107         Evaluation = self.pool['hr.evaluation.interview']
 108         return {
 109             employee_id: Evaluation.search_count(cr, uid, [('user_to_review_id', '=', employee_id)], context=context)
 110             for employee_id in ids
 111         }
 112
 113     _columns = {
 114         'evaluation_plan_id': fields.many2one('hr_evaluation.plan', 'Appraisal Plan'),
 115         '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)."),
 116         'appraisal_count': fields.function(_appraisal_count, type='integer', string='Appraisal Interviews'),
 117     }
 118
 119     def run_employee_evaluation(self, cr, uid, automatic=False, use_new_cursor=False, context=None):  # cronjob
 120         now = parser.parse(datetime.now().strftime('%Y-%m-%d'))
 121         obj_evaluation = self.pool.get('hr_evaluation.evaluation')
 122         emp_ids = self.search(cr, uid, [('evaluation_plan_id', '<>', False), ('evaluation_date', '=', False)], context=context)
 123         for emp in self.browse(cr, uid, emp_ids, context=context):
 124             first_date = (now + relativedelta(months=emp.evaluation_plan_id.month_first)).strftime('%Y-%m-%d')
 125             self.write(cr, uid, [emp.id], {'evaluation_date': first_date}, context=context)
 126
 127         emp_ids = self.search(cr, uid, [('evaluation_plan_id', '<>', False), ('evaluation_date', '<=', time.strftime("%Y-%m-%d"))], context=context)
 128         for emp in self.browse(cr, uid, emp_ids, context=context):
 129             next_date = (now + relativedelta(months=emp.evaluation_plan_id.month_next)).strftime('%Y-%m-%d')
 130             self.write(cr, uid, [emp.id], {'evaluation_date': next_date}, context=context)
 131             plan_id = obj_evaluation.create(cr, uid, {'employee_id': emp.id, 'plan_id': emp.evaluation_plan_id.id}, context=context)
 132             obj_evaluation.button_plan_in_progress(cr, uid, [plan_id], context=context)
 133         return True
 134
 135
 136 class hr_evaluation(osv.Model):
 137     _name = "hr_evaluation.evaluation"
 138     _inherit = ['mail.thread']
 139     _description = "Employee Appraisal"
 140     _columns = {
 141         'date': fields.date("Appraisal Deadline", required=True, select=True),
 142         'employee_id': fields.many2one('hr.employee', "Employee", required=True),
 143         'note_summary': fields.text('Appraisal Summary'),
 144         'note_action': fields.text('Action Plan', help="If the evaluation does not meet the expectations, you can propose an action plan"),
 145         'rating': fields.selection([
 146             ('0', 'Significantly below expectations'),
 147             ('1', 'Do not meet expectations'),
 148             ('2', 'Meet expectations'),
 149             ('3', 'Exceeds expectations'),
 150             ('4', 'Significantly exceeds expectations'),
 151         ], "Appreciation", help="This is the appreciation on which the evaluation is summarized."),
 152         'survey_request_ids': fields.one2many('hr.evaluation.interview', 'evaluation_id', 'Appraisal Forms'),
 153         'plan_id': fields.many2one('hr_evaluation.plan', 'Plan', required=True),
 154         'state': fields.selection([
 155             ('draft', 'New'),
 156             ('cancel', 'Cancelled'),
 157             ('wait', 'Plan In Progress'),
 158             ('progress', 'Waiting Appreciation'),
 159             ('done', 'Done'),
 160         ], 'Status', required=True, readonly=True, track_visibility='onchange', copy=False),
 161         'date_close': fields.date('Ending Date', select=True),
 162     }
 163     _defaults = {
 164         'date': lambda *a: (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months=+1)).strftime('%Y-%m-%d'),
 165         'state': lambda *a: 'draft',
 166     }
 167
 168     def name_get(self, cr, uid, ids, context=None):
 169         if not ids:
 170             return []
 171         reads = self.browse(cr, uid, ids, context=context)
 172         res = []
 173         for record in reads:
 174             name = record.plan_id.name
 175             employee = record.employee_id.name_related
 176             res.append((record['id'], name + ' / ' + employee))
 177         return res
 178
 179     def onchange_employee_id(self, cr, uid, ids, employee_id, context=None):
 180         vals = {}
 181         vals['plan_id'] = False
 182         if employee_id:
 183             employee_obj = self.pool.get('hr.employee')
 184             for employee in employee_obj.browse(cr, uid, [employee_id], context=context):
 185                 if employee and employee.evaluation_plan_id and employee.evaluation_plan_id.id:
 186                     vals.update({'plan_id': employee.evaluation_plan_id.id})
 187         return {'value': vals}
 188
 189     def button_plan_in_progress(self, cr, uid, ids, context=None):
 190         hr_eval_inter_obj = self.pool.get('hr.evaluation.interview')
 191         if context is None:
 192             context = {}
 193         for evaluation in self.browse(cr, uid, ids, context=context):
 194             wait = False
 195             for phase in evaluation.plan_id.phase_ids:
 196                 children = []
 197                 if phase.action == "bottom-up":
 198                     children = evaluation.employee_id.child_ids
 199                 elif phase.action in ("top-down", "final"):
 200                     if evaluation.employee_id.parent_id:
 201                         children = [evaluation.employee_id.parent_id]
 202                 elif phase.action == "self":
 203                     children = [evaluation.employee_id]
 204                 for child in children:
 205
 206                     int_id = hr_eval_inter_obj.create(cr, uid, {
 207                         'evaluation_id': evaluation.id,
 208                         'phase_id': phase.id,
 209                         'deadline': (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months=+1)).strftime('%Y-%m-%d'),
 210                         'user_id': child.user_id.id,
 211                     }, context=context)
 212                     if phase.wait:
 213                         wait = True
 214                     if not wait:
 215                         hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [int_id], context=context)
 216
 217                     if (not wait) and phase.mail_feature:
 218                         body = phase.mail_body % {'employee_name': child.name, 'user_signature': child.user_id.signature,
 219                             'eval_name': phase.survey_id.title, 'date': time.strftime('%Y-%m-%d'), 'time': time}
 220                         sub = phase.email_subject
 221                         if child.work_email:
 222                             vals = {'state': 'outgoing',
 223                                     'subject': sub,
 224                                     'body_html': '<pre>%s</pre>' % body,
 225                                     'email_to': child.work_email,
 226                                     'email_from': evaluation.employee_id.work_email}
 227                             self.pool.get('mail.mail').create(cr, uid, vals, context=context)
 228
 229         self.write(cr, uid, ids, {'state': 'wait'}, context=context)
 230         return True
 231
 232     def button_final_validation(self, cr, uid, ids, context=None):
 233         request_obj = self.pool.get('hr.evaluation.interview')
 234         self.write(cr, uid, ids, {'state': 'progress'}, context=context)
 235         for evaluation in self.browse(cr, uid, ids, context=context):
 236             if evaluation.employee_id and evaluation.employee_id.parent_id and evaluation.employee_id.parent_id.user_id:
 237                 self.message_subscribe_users(cr, uid, [evaluation.id], user_ids=[evaluation.employee_id.parent_id.user_id.id], context=context)
 238             if len(evaluation.survey_request_ids) != len(request_obj.search(cr, uid, [('evaluation_id', '=', evaluation.id), ('state', 'in', ['done', 'cancel'])], context=context)):
 239                 raise osv.except_osv(_('Warning!'), _("You cannot change state, because some appraisal forms have not been completed."))
 240         return True
 241
 242     def button_done(self, cr, uid, ids, context=None):
 243         self.write(cr, uid, ids, {'state': 'done', 'date_close': time.strftime('%Y-%m-%d')}, context=context)
 244         return True
 245
 246     def button_cancel(self, cr, uid, ids, context=None):
 247         interview_obj = self.pool.get('hr.evaluation.interview')
 248         evaluation = self.browse(cr, uid, ids[0], context)
 249         interview_obj.survey_req_cancel(cr, uid, [r.id for r in evaluation.survey_request_ids])
 250         self.write(cr, uid, ids, {'state': 'cancel'}, context=context)
 251         return True
 252
 253     def button_draft(self, cr, uid, ids, context=None):
 254         self.write(cr, uid, ids, {'state': 'draft'}, context=context)
 255         return True
 256
 257     def write(self, cr, uid, ids, vals, context=None):
 258         if vals.get('employee_id'):
 259             employee_id = self.pool.get('hr.employee').browse(cr, uid, vals.get('employee_id'), context=context)
 260             if employee_id.parent_id and employee_id.parent_id.user_id:
 261                 vals['message_follower_ids'] = [(4, employee_id.parent_id.user_id.partner_id.id)]
 262         if 'date' in vals:
 263             new_vals = {'deadline': vals.get('date')}
 264             obj_hr_eval_iterview = self.pool.get('hr.evaluation.interview')
 265             for evaluation in self.browse(cr, uid, ids, context=context):
 266                 for survey_req in evaluation.survey_request_ids:
 267                     obj_hr_eval_iterview.write(cr, uid, [survey_req.id], new_vals, context=context)
 268         return super(hr_evaluation, self).write(cr, uid, ids, vals, context=context)
 269
 270
 271 class hr_evaluation_interview(osv.Model):
 272     _name = 'hr.evaluation.interview'
 273     _inherit = ['mail.thread']
 274     _rec_name = 'user_to_review_id'
 275     _description = 'Appraisal Interview'
 276     _columns = {
 277         'request_id': fields.many2one('survey.user_input', 'Survey Request', ondelete='cascade', readonly=True),
 278         'evaluation_id': fields.many2one('hr_evaluation.evaluation', 'Appraisal Plan', required=True),
 279         'phase_id': fields.many2one('hr_evaluation.plan.phase', 'Appraisal Phase', required=True),
 280         'user_to_review_id': fields.related('evaluation_id', 'employee_id', type="many2one", relation="hr.employee", string="Employee to evaluate"),
 281         'user_id': fields.many2one('res.users', 'Interviewer'),
 282         'state': fields.selection([('draft', "Draft"),
 283                                    ('waiting_answer', "In progress"),
 284                                    ('done', "Done"),
 285                                    ('cancel', "Cancelled")],
 286                                   string="State", required=True, copy=False),
 287         'survey_id': fields.related('phase_id', 'survey_id', string="Appraisal Form", type="many2one", relation="survey.survey"),
 288         'deadline': fields.related('request_id', 'deadline', type="datetime", string="Deadline"),
 289     }
 290     _defaults = {
 291         'state': 'draft'
 292     }
 293
 294     def create(self, cr, uid, vals, context=None):
 295         phase_obj = self.pool.get('hr_evaluation.plan.phase')
 296         survey_id = phase_obj.read(cr, uid, vals.get('phase_id'), fields=['survey_id'], context=context)['survey_id'][0]
 297
 298         if vals.get('user_id'):
 299             user_obj = self.pool.get('res.users')
 300             partner_id = user_obj.read(cr, uid, vals.get('user_id'), fields=['partner_id'], context=context)['partner_id'][0]
 301         else:
 302             partner_id = None
 303
 304         user_input_obj = self.pool.get('survey.user_input')
 305
 306         if not vals.get('deadline'):
 307             vals['deadline'] = (datetime.now() + timedelta(days=28)).strftime(DF)
 308
 309         ret = user_input_obj.create(cr, uid, {'survey_id': survey_id,
 310                                               'deadline': vals.get('deadline'),
 311                                               'type': 'link',
 312                                               'partner_id': partner_id}, context=context)
 313         vals['request_id'] = ret
 314         return super(hr_evaluation_interview, self).create(cr, uid, vals, context=context)
 315
 316     def name_get(self, cr, uid, ids, context=None):
 317         if not ids:
 318             return []
 319         reads = self.browse(cr, uid, ids, context=context)
 320         res = []
 321         for record in reads:
 322             name = record.survey_id.title
 323             res.append((record['id'], name))
 324         return res
 325
 326     def survey_req_waiting_answer(self, cr, uid, ids, context=None):
 327         request_obj = self.pool.get('survey.user_input')
 328         for interview in self.browse(cr, uid, ids, context=context):
 329             if interview.request_id:
 330                 request_obj.action_survey_resent(cr, uid, [interview.request_id.id], context=context)
 331             self.write(cr, uid, interview.id, {'state': 'waiting_answer'}, context=context)
 332         return True
 333
 334     def survey_req_done(self, cr, uid, ids, context=None):
 335         for id in self.browse(cr, uid, ids, context=context):
 336             flag = False
 337             wating_id = 0
 338             if not id.evaluation_id.id:
 339                 raise osv.except_osv(_('Warning!'), _("You cannot start evaluation without Appraisal."))
 340             records = id.evaluation_id.survey_request_ids
 341             for child in records:
 342                 if child.state == "draft":
 343                     wating_id = child.id
 344                     continue
 345                 if child.state != "done":
 346                     flag = True
 347             if not flag and wating_id:
 348                 self.survey_req_waiting_answer(cr, uid, [wating_id], context=context)
 349         self.write(cr, uid, ids, {'state': 'done'}, context=context)
 350         return True
 351
 352     def survey_req_cancel(self, cr, uid, ids, context=None):
 353         self.write(cr, uid, ids, {'state': 'cancel'}, context=context)
 354         return True
 355
 356     def action_print_survey(self, cr, uid, ids, context=None):
 357         """ If response is available then print this response otherwise print survey form (print template of the survey) """
 358         context = dict(context or {})
 359         interview = self.browse(cr, uid, ids, context=context)[0]
 360         survey_obj = self.pool.get('survey.survey')
 361         response_obj = self.pool.get('survey.user_input')
 362         response = response_obj.browse(cr, uid, interview.request_id.id, context=context)
 363         context.update({'survey_token': response.token})
 364         return survey_obj.action_print_survey(cr, uid, [interview.survey_id.id], context=context)
 365
 366     def action_start_survey(self, cr, uid, ids, context=None):
 367         context = dict(context or {})
 368         interview = self.browse(cr, uid, ids, context=context)[0]
 369         survey_obj = self.pool.get('survey.survey')
 370         response_obj = self.pool.get('survey.user_input')
 371         # grab the token of the response and start surveying
 372         response = response_obj.browse(cr, uid, interview.request_id.id, context=context)
 373         context.update({'survey_token': response.token})
 374         return survey_obj.action_start_survey(cr, uid, [interview.survey_id.id], context=context)