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 osv import fields, osv
  24 from mx import DateTime as dt
  25 import tools
  26 from tools.translate import _
  27
  28 class hr_evaluation_plan(osv.osv):
  29     _name = "hr_evaluation.plan"
  30     _description = "Evaluation Plan"
  31     _columns = {
  32         'name': fields.char("Evaluation Plan", size=64, required=True),
  33         'company_id': fields.many2one('res.company', 'Company', required=True),
  34         'phase_ids' : fields.one2many('hr_evaluation.plan.phase', 'plan_id', 'Evaluation Phases'),
  35         'month_first': fields.integer('First Evaluation After'),
  36         'month_next': fields.integer('Next Evaluation After'),
  37         'active': fields.boolean('Active')
  38     }
  39     _defaults = {
  40         'active' : lambda *a: True,
  41     }
  42 hr_evaluation_plan()
  43
  44 class hr_evaluation_plan_phase(osv.osv):
  45     _name = "hr_evaluation.plan.phase"
  46     _description = "Evaluation Plan Phase"
  47     _order = "sequence"
  48     _columns = {
  49         'name': fields.char("Phase", size=64, required=True),
  50         'sequence': fields.integer("Sequence"),
  51         'company_id': fields.related('plan_id','company_id',type='many2one',relation='res.company',string='Company',store=True),
  52         'plan_id': fields.many2one('hr_evaluation.plan','Evaluation Plan', required=True, ondelete='cascade'),
  53         'action': fields.selection([
  54             ('top-down','Top-Down Appraisal Requests'),
  55             ('bottom-up','Bottom-Up Appraisal Requests'),
  56             ('self','Self Appraisal Requests'),
  57             ('final','Final Interview')], 'Action', required=True),
  58         'survey_id': fields.many2one('survey','Appraisal Form',required=True),
  59         'send_answer_manager': fields.boolean('All Answers',
  60             help="Send all answers to the manager"),
  61         'send_answer_employee': fields.boolean('All Answers',
  62             help="Send all answers to the employee"),
  63         'send_anonymous_manager': fields.boolean('Anonymous Summary',
  64             help="Send an anonymous summary to the manager"),
  65         'send_anonymous_employee': fields.boolean('Anonymous Summary',
  66             help="Send an anonymous summary to the employee"),
  67         'wait': fields.boolean('Wait Previous Phases',
  68             help="Check this box if you want to wait that all preceeding phases " +
  69               "are finished before launching this phase.")
  70
  71     }
  72     _defaults = {
  73         'sequence' : lambda *a: 1,
  74     }
  75 hr_evaluation_plan_phase()
  76
  77 class hr_employee(osv.osv):
  78     _inherit="hr.employee"
  79     _columns = {
  80         'evaluation_plan_id': fields.many2one('hr_evaluation.plan', 'Evaluation Plan'),
  81         'evaluation_date': fields.date('Next Evaluation', help="Date of the next evaluation"),
  82     }
  83
  84     def onchange_evaluation_plan_id(self,cr,uid,ids,evaluation_plan_id,context={}):
  85         evaluation_date = self.browse(cr, uid, ids)[0].evaluation_date or ''
  86         evaluation_plan_obj=self.pool.get('hr_evaluation.plan')
  87         if evaluation_plan_id:
  88             for evaluation_plan in evaluation_plan_obj.browse(cr,uid,[evaluation_plan_id]):
  89                 if not evaluation_date:
  90                    evaluation_date=(dt.ISO.ParseAny(dt.now().strftime('%Y-%m-%d'))+ dt.RelativeDateTime(months=+evaluation_plan.month_first)).strftime('%Y-%m-%d')
  91                 else:
  92                    evaluation_date=(dt.ISO.ParseAny(evaluation_date)+ dt.RelativeDateTime(months=+evaluation_plan.month_next)).strftime('%Y-%m-%d')
  93         return {'value': {'evaluation_date':evaluation_date}}
  94 hr_employee()
  95
  96 class hr_evaluation(osv.osv):
  97     _name = "hr_evaluation.evaluation"
  98     _description = "Employee Evaluation"
  99     _rec_name = 'employee_id'
 100     _columns = {
 101         'date': fields.date("Evaluation Deadline", required=True),
 102         'employee_id': fields.many2one('hr.employee', "Employee", required=True),
 103         'note_summary': fields.text('Evaluation Summary'),
 104         'note_action': fields.text('Action Plan',
 105             help="If the evaluation does not meet the expectations, you can propose"+
 106               "an action plan"),
 107         'rating': fields.selection([
 108             ('0','Significantly bellow expectations'),
 109             ('1','Did not meet expectations'),
 110             ('2','Meet expectations'),
 111             ('3','Exceeds expectations'),
 112             ('4','Significantly exceeds expectations'),
 113         ], "Overall Rating", help="This is the overall rating on that summarize the evaluation"),
 114         'survey_request_ids': fields.one2many('hr.evaluation.interview','evaluation_id','Appraisal Forms'),
 115         'plan_id': fields.many2one('hr_evaluation.plan', 'Plan', required=True),
 116         'state': fields.selection([
 117             ('draft','Draft'),
 118             ('wait','Plan In Progress'),
 119             ('progress','Final Validation'),
 120             ('done','Done'),
 121             ('cancel','Cancelled'),
 122         ], 'State', required=True,readonly=True),
 123         'date_close': fields.date('Ending Date'),
 124         'progress' : fields.float("Progress"),
 125     }
 126     _defaults = {
 127         'date' : lambda *a: (dt.ISO.ParseAny(dt.now().strftime('%Y-%m-%d')) + dt.RelativeDateTime(months =+ 1)).strftime('%Y-%m-%d'),
 128         'state' : lambda *a: 'draft',
 129     }
 130
 131     def onchange_employee_id(self,cr,uid,ids,employee_id,context={}):
 132         employee_obj=self.pool.get('hr.employee')
 133         evaluation_plan_id=''
 134         if employee_id:
 135             for employee in employee_obj.browse(cr,uid,[employee_id]):
 136                 if employee and employee.evaluation_plan_id and employee.evaluation_plan_id.id:
 137                     evaluation_plan_id=employee.evaluation_plan_id.id
 138                 employee_ids=employee_obj.search(cr,uid,[('parent_id','=',employee.id)])
 139         return {'value': {'plan_id':evaluation_plan_id}}
 140
 141     def button_plan_in_progress(self,cr, uid, ids, context):
 142         employee_obj = self.pool.get('hr.employee')
 143         hr_eval_inter_obj = self.pool.get('hr.evaluation.interview')
 144         survey_request_obj = self.pool.get('survey.request')
 145         curr_employee=self.browse(cr,uid, ids)[0].employee_id
 146         child_employees=employee_obj.browse(cr,uid, employee_obj.search(cr,uid,[('parent_id','=',curr_employee.id)]))
 147         manager_employee=curr_employee.parent_id
 148         for evaluation in self.browse(cr,uid,ids):
 149             if evaluation and evaluation.plan_id:
 150                 apprai_id = []
 151                 for phase in evaluation.plan_id.phase_ids:
 152                     if phase.action == "bottom-up":
 153                         for child in child_employees:
 154                             if child.user_id:
 155                                 user = child.user_id.id
 156                             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')})
 157                             if not phase.wait:
 158                                 hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [id], context)
 159                             apprai_id.append(id)
 160                     elif phase.action == "top-down":
 161                         if manager_employee:
 162                             user = False
 163                             if manager_employee.user_id:
 164                                 user = manager_employee.user_id.id
 165                             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')})
 166                             if not phase.wait:
 167                                 hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [id], context)
 168                             apprai_id.append(id)
 169                     elif phase.action == "self":
 170                         if curr_employee:
 171                             user = False
 172                             if curr_employee.user_id:
 173                                 user = curr_employee.user_id.id
 174                             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')})
 175                             if not phase.wait:
 176                                 hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [id], context)
 177                             apprai_id.append(id)
 178                     elif phase.action == "final":
 179                         if manager_employee:
 180                             user = False
 181                             if manager_employee.user_id:
 182                                 user = manager_employee.user_id.id
 183                             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')})
 184                             if not phase.wait:
 185                                 hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [id], context)
 186                             apprai_id.append(id)
 187                 self.write(cr, uid, evaluation.id, {'survey_request_ids':[[6, 0, apprai_id]]})
 188         self.write(cr,uid,ids,{'state':'wait'})
 189         return True
 190
 191     def button_final_validation(self,cr, uid, ids, context):
 192         self.write(cr,uid,ids,{'state':'progress'})
 193         request_obj = self.pool.get('hr.evaluation.interview')
 194         for id in self.browse(cr, uid ,ids):
 195             if len(id.survey_request_ids) != len(request_obj.search(cr, uid, [('evaluation_id', '=', id.id),('state', '=', 'done')])):
 196                 raise osv.except_osv(_('Warning !'),_("You cannot change state, because some appraisal in waiting answer or draft state"))
 197         return True
 198
 199     def button_done(self,cr, uid, ids, context):
 200         self.write(cr,uid,ids,{'state':'done', 'date_close': time.strftime('%Y-%m-%d')})
 201         return True
 202
 203     def button_cancel(self,cr, uid, ids, context):
 204         self.write(cr,uid,ids,{'state':'cancel'})
 205         return True
 206
 207 hr_evaluation()
 208
 209 class survey_request(osv.osv):
 210     _inherit="survey.request"
 211     _columns = {
 212         'is_evaluation':fields.boolean('Is Evaluation?'),
 213     }
 214 survey_request()
 215
 216 class hr_evaluation_interview(osv.osv):
 217     _name='hr.evaluation.interview'
 218     _inherits={'survey.request':'request_id'}
 219     _description='Evaluation Interview'
 220     _columns = {
 221
 222         'request_id': fields.many2one('survey.request','Request_id', ondelete='cascade'),
 223         'user_to_review_id': fields.many2one('hr.employee', 'Employee'),
 224         'evaluation_id' : fields.many2one('hr_evaluation.evaluation', 'Evaluation'),
 225         }
 226     _defaults = {
 227         'is_evaluation': lambda *a: True,
 228         }
 229
 230     def survey_req_waiting_answer(self, cr, uid, ids, context):
 231         self.write(cr, uid, ids, { 'state' : 'waiting_answer'})
 232 #        for id in self.browse(cr, uid, ids):
 233 #            if id.user_id and id.user_id.address_id and id.user_id.address_id and id.user_id.address_id.email:
 234 #                msg = " Hello %s, \n\n We are inviting you for %s survey. \n\n Thanks,"  %(id.user_id.name, id.survey_id.title)
 235 #                tools.email_send(tools.config['email_from'], [id.user_id.address_id.email],\
 236 #                                              'Invite to fill up Survey', msg)
 237         return True
 238
 239     def survey_req_done(self, cr, uid, ids, context):
 240         self.write(cr, uid, ids, { 'state' : 'done'})
 241         hr_eval_obj = self.pool.get('hr_evaluation.evaluation')
 242         for id in self.browse(cr, uid, ids):
 243             flag = False
 244             wating_id = 0
 245             tot_done_req = 0
 246             records = self.pool.get("hr_evaluation.evaluation").browse(cr, uid, [id.evaluation_id.id])[0].survey_request_ids
 247             for child in records:
 248                 if child.state == "draft" :
 249                     wating_id = child.id
 250                     continue
 251                 if child.state != "done":
 252                     flag = True
 253                 else :
 254                     tot_done_req += 1
 255             if not flag and wating_id:
 256                 self.survey_req_waiting_answer(cr, uid, [wating_id], context)
 257             hr_eval_obj.write(cr, uid, [id.evaluation_id.id], {'progress' :tot_done_req * 100 / len(records)})
 258
 259         return True
 260     def survey_req_draft(self, cr, uid, ids, arg):
 261         self.write(cr, uid, ids, { 'state' : 'draft'})
 262         return True
 263
 264     def survey_req_cancel(self, cr, uid, ids, context):
 265         self.write(cr, uid, ids, { 'state' : 'cancel'})
 266         return True
 267
 268 hr_evaluation_interview()