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 datetime import datetime
  24 from dateutil.relativedelta import relativedelta
  25 from dateutil import parser
  26 from osv import fields, osv
  27 from tools.translate import _
  28
  29 class hr_evaluation_plan(osv.osv):
  30     _name = "hr_evaluation.plan"
  31     _description = "Appraisal Plan"
  32     _columns = {
  33         'name': fields.char("Appraisal 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', 'Appraisal Phases'),
  36         '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. "),
  37         '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)."),
  38         'active': fields.boolean('Active')
  39     }
  40     _defaults = {
  41         'active': True,
  42         'month_first': 6,
  43         'month_next': 12,
  44         'company_id': lambda s,cr,uid,c: s.pool.get('res.company')._company_default_get(cr, uid, 'account.account', context=c),
  45     }
  46 hr_evaluation_plan()
  47
  48 class hr_evaluation_plan_phase(osv.osv):
  49     _name = "hr_evaluation.plan.phase"
  50     _description = "Appraisal Plan Phase"
  51     _order = "sequence"
  52     _columns = {
  53         'name': fields.char("Phase", size=64, required=True),
  54         'sequence': fields.integer("Sequence"),
  55         'company_id': fields.related('plan_id', 'company_id', type='many2one', relation='res.company', string='Company', store=True, readonly=True),
  56         'plan_id': fields.many2one('hr_evaluation.plan','Appraisal Plan', ondelete='cascade'),
  57         'action': fields.selection([
  58             ('top-down','Top-Down Appraisal Requests'),
  59             ('bottom-up','Bottom-Up Appraisal Requests'),
  60             ('self','Self Appraisal Requests'),
  61             ('final','Final Interview')], 'Action', required=True),
  62         'survey_id': fields.many2one('survey','Appraisal Form',required=True),
  63         'send_answer_manager': fields.boolean('All Answers',
  64             help="Send all answers to the manager"),
  65         'send_answer_employee': fields.boolean('All Answers',
  66             help="Send all answers to the employee"),
  67         'send_anonymous_manager': fields.boolean('Anonymous Summary',
  68             help="Send an anonymous summary to the manager"),
  69         'send_anonymous_employee': fields.boolean('Anonymous Summary',
  70             help="Send an anonymous summary to the employee"),
  71         'wait': fields.boolean('Wait Previous Phases',
  72             help="Check this box if you want to wait that all preceding phases " +
  73               "are finished before launching this phase."),
  74         'mail_feature': fields.boolean('Send mail for this phase', help="Check this box if you want to send mail to employees"+
  75                                        " coming under this phase"),
  76         'mail_body': fields.text('Email'),
  77         'email_subject':fields.text('char')
  78     }
  79     _defaults = {
  80         'sequence': 1,
  81         'email_subject': _('''Regarding '''),
  82         'mail_body': lambda *a:_('''
  83 Date: %(date)s
  84
  85 Dear %(employee_name)s,
  86
  87 I am doing an evaluation regarding %(eval_name)s.
  88
  89 Kindly submit your response.
  90
  91
  92 Thanks,
  93 --
  94 %(user_signature)s
  95
  96         '''),
  97     }
  98 hr_evaluation_plan_phase()
  99
 100 class hr_employee(osv.osv):
 101     _name = "hr.employee"
 102     _inherit="hr.employee"
 103     _columns = {
 104         'evaluation_plan_id': fields.many2one('hr_evaluation.plan', 'Appraisal Plan'),
 105         '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)."),
 106     }
 107
 108     def run_employee_evaluation(self, cr, uid, automatic=False, use_new_cursor=False, context=None):
 109         obj_evaluation = self.pool.get('hr_evaluation.evaluation')
 110         for id in self.browse(cr, uid, self.search(cr, uid, [], context=context), context=context):
 111             if id.evaluation_plan_id and id.evaluation_date:
 112                 if (parser.parse(id.evaluation_date) + relativedelta(months = int(id.evaluation_plan_id.month_next))).strftime('%Y-%m-%d') <= time.strftime("%Y-%m-%d"):
 113                     self.write(cr, uid, id.id, {'evaluation_date': (parser.parse(id.evaluation_date) + relativedelta(months =+ int(id.evaluation_plan_id.month_next))).strftime('%Y-%m-%d')}, context=context)
 114                     obj_evaluation.create(cr, uid, {'employee_id': id.id, 'plan_id': id.evaluation_plan_id}, context=context)
 115         return True
 116
 117     def onchange_evaluation_plan_id(self, cr, uid, ids, evaluation_plan_id, evaluation_date, context=None):
 118         if evaluation_plan_id:
 119             evaluation_plan_obj=self.pool.get('hr_evaluation.plan')
 120             obj_evaluation = self.pool.get('hr_evaluation.evaluation')
 121             flag = False
 122             evaluation_plan =  evaluation_plan_obj.browse(cr, uid, [evaluation_plan_id], context=context)[0]
 123             if not evaluation_date:
 124                evaluation_date=(parser.parse(datetime.now().strftime('%Y-%m-%d'))+ relativedelta(months=+evaluation_plan.month_first)).strftime('%Y-%m-%d')
 125                flag = True
 126             else:
 127                 if (parser.parse(evaluation_date) + relativedelta(months = int(evaluation_plan.month_next))).strftime('%Y-%m-%d') <= time.strftime("%Y-%m-%d"):
 128                     evaluation_date=(parser.parse(evaluation_date)+ relativedelta(months=+evaluation_plan.month_next)).strftime('%Y-%m-%d')
 129                     flag = True
 130             if ids and flag:
 131                 obj_evaluation.create(cr, uid, {'employee_id': ids[0], 'plan_id': evaluation_plan_id}, context=context)
 132         return {'value': {'evaluation_date': evaluation_date}}
 133
 134     def create(self, cr, uid, vals, context=None):
 135         id = super(hr_employee, self).create(cr, uid, vals, context=context)
 136         if vals.get('evaluation_plan_id', False):
 137             self.pool.get('hr_evaluation.evaluation').create(cr, uid, {'employee_id': id, 'plan_id': vals['evaluation_plan_id']}, context=context)
 138         return id
 139
 140 hr_employee()
 141
 142 class hr_evaluation(osv.osv):
 143     _name = "hr_evaluation.evaluation"
 144     _description = "Employee Appraisal"
 145     _rec_name = 'employee_id'
 146     _columns = {
 147         'date': fields.date("Appraisal Deadline", required=True, select=True),
 148         'employee_id': fields.many2one('hr.employee', "Employee", required=True),
 149         'note_summary': fields.text('Appraisal Summary'),
 150         'note_action': fields.text('Action Plan',
 151             help="If the evaluation does not meet the expectations, you can propose"+
 152               "an action plan"),
 153         'rating': fields.selection([
 154             ('0','Significantly bellow expectations'),
 155             ('1','Did not meet expectations'),
 156             ('2','Meet expectations'),
 157             ('3','Exceeds expectations'),
 158             ('4','Significantly exceeds expectations'),
 159         ], "Appreciation", help="This is the appreciation on that summarize the evaluation"),
 160         'survey_request_ids': fields.one2many('hr.evaluation.interview','evaluation_id','Appraisal Forms'),
 161         'plan_id': fields.many2one('hr_evaluation.plan', 'Plan', required=True),
 162         'state': fields.selection([
 163             ('draft','New'),
 164             ('wait','Plan In Progress'),
 165             ('progress','Waiting Appreciation'),
 166             ('done','Done'),
 167             ('cancel','Cancelled'),
 168         ], 'State', required=True, readonly=True),
 169         'date_close': fields.date('Ending Date', select=True),
 170         'progress': fields.float("Progress"),
 171     }
 172     _defaults = {
 173         'date': lambda *a: (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months =+ 1)).strftime('%Y-%m-%d'),
 174         'state': lambda *a: 'draft',
 175     }
 176
 177     def name_get(self, cr, uid, ids, context=None):
 178         if not ids:
 179             return []
 180         reads = self.browse(cr, uid, ids, context=context)
 181         res = []
 182         for record in reads:
 183             name = record.plan_id.name
 184             res.append((record['id'], name))
 185         return res
 186
 187     def onchange_employee_id(self, cr, uid, ids, employee_id, context=None):
 188         evaluation_plan_id=False
 189         if employee_id:
 190             employee_obj=self.pool.get('hr.employee')
 191             for employee in employee_obj.browse(cr, uid, [employee_id], context=context):
 192                 if employee and employee.evaluation_plan_id and employee.evaluation_plan_id.id:
 193                     evaluation_plan_id=employee.evaluation_plan_id.id
 194         return {'value': {'plan_id':evaluation_plan_id}}
 195
 196     def button_plan_in_progress(self, cr, uid, ids, context=None):
 197         mail_message = self.pool.get('mail.message')
 198         hr_eval_inter_obj = self.pool.get('hr.evaluation.interview')
 199         if context is None:
 200             context = {}
 201         for evaluation in self.browse(cr, uid, ids, context=context):
 202             wait = False
 203             for phase in evaluation.plan_id.phase_ids:
 204                 children = []
 205                 if phase.action == "bottom-up":
 206                     children = evaluation.employee_id.child_ids
 207                 elif phase.action in ("top-down", "final"):
 208                     if evaluation.employee_id.parent_id:
 209                         children = [evaluation.employee_id.parent_id]
 210                 elif phase.action == "self":
 211                     children = [evaluation.employee_id]
 212                 for child in children:
 213 #                    if not child.user_id:
 214 #                        continue
 215
 216                     int_id = hr_eval_inter_obj.create(cr, uid, {
 217                         'evaluation_id': evaluation.id,
 218                         'survey_id': phase.survey_id.id,
 219                         'date_deadline': (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months =+ 1)).strftime('%Y-%m-%d'),
 220                         'user_id': child.user_id.id,
 221                         'user_to_review_id': evaluation.employee_id.id
 222                     }, context=context)
 223                     if phase.wait:
 224                         wait = True
 225                     if not wait:
 226                         hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [int_id], context=context)
 227
 228                     if (not wait) and phase.mail_feature:
 229                         body = phase.mail_body % {'employee_name': child.name, 'user_signature': child.user_id.signature,
 230                             'eval_name': phase.survey_id.title, 'date': time.strftime('%Y-%m-%d'), 'time': time }
 231                         sub = phase.email_subject
 232                         dest = [child.work_email]
 233                         if dest:
 234                            mail_message.schedule_with_attach(cr, uid, evaluation.employee_id.work_email, dest, sub, body, context=context)
 235
 236         self.write(cr, uid, ids, {'state':'wait'}, context=context)
 237         return True
 238
 239     def button_final_validation(self, cr, uid, ids, context=None):
 240         request_obj = self.pool.get('hr.evaluation.interview')
 241         self.write(cr, uid, ids, {'state':'progress'}, context=context)
 242         for id in self.browse(cr, uid, ids, context=context):
 243             if len(id.survey_request_ids) != len(request_obj.search(cr, uid, [('evaluation_id', '=', id.id),('state', 'in', ['done','cancel'])], context=context)):
 244                 raise osv.except_osv(_('Warning !'),_("You cannot change state, because some appraisal in waiting answer or draft state"))
 245         return True
 246
 247     def button_done(self,cr, uid, ids, context=None):
 248         self.write(cr, uid, ids,{'progress': 1 * 100}, context=context)
 249         self.write(cr, uid, ids,{'state':'done', 'date_close': time.strftime('%Y-%m-%d')}, context=context)
 250         return True
 251
 252     def button_cancel(self, cr, uid, ids, context=None):
 253         interview_obj=self.pool.get('hr.evaluation.interview')
 254         evaluation = self.browse(cr, uid, ids[0], context)
 255         interview_obj.survey_req_cancel(cr, uid, [r.id for r in evaluation.survey_request_ids])
 256         self.write(cr, uid, ids,{'state':'cancel'}, context=context)
 257         return True
 258
 259     def button_draft(self, cr, uid, ids, context=None):
 260         self.write(cr, uid, ids,{'state': 'draft'}, context=context)
 261         return True
 262
 263     def write(self, cr, uid, ids, vals, context=None):
 264         if 'date' in vals:
 265             new_vals = {'date_deadline': vals.get('date')}
 266             obj_hr_eval_iterview = self.pool.get('hr.evaluation.interview')
 267             for evalutation in self.browse(cr, uid, ids, context=context):
 268                 for survey_req in evalutation.survey_request_ids:
 269                     obj_hr_eval_iterview.write(cr, uid, [survey_req.id], new_vals, context=context)
 270         return super(hr_evaluation, self).write(cr, uid, ids, vals, context=context)
 271
 272 hr_evaluation()
 273
 274 class survey_request(osv.osv):
 275     _inherit = "survey.request"
 276     _columns = {
 277         'is_evaluation': fields.boolean('Is Appraisal?'),
 278     }
 279
 280 survey_request()
 281
 282 class hr_evaluation_interview(osv.osv):
 283     _name = 'hr.evaluation.interview'
 284     _inherits = {'survey.request': 'request_id'}
 285     _rec_name = 'request_id'
 286     _description = 'Appraisal Interview'
 287     _columns = {
 288         'request_id': fields.many2one('survey.request','Request_id', ondelete='cascade', required=True),
 289         'user_to_review_id': fields.many2one('hr.employee', 'Employee to Interview'),
 290         'evaluation_id': fields.many2one('hr_evaluation.evaluation', 'Appraisal Form'),
 291     }
 292     _defaults = {
 293         'is_evaluation': True,
 294     }
 295
 296     def name_get(self, cr, uid, ids, context=None):
 297         if not ids:
 298             return []
 299         reads = self.browse(cr, uid, ids, context=context)
 300         res = []
 301         for record in reads:
 302             name = record.request_id.survey_id.title
 303             res.append((record['id'], name))
 304         return res
 305
 306     def survey_req_waiting_answer(self, cr, uid, ids, context=None):
 307         self.write(cr, uid, ids, { 'state': 'waiting_answer'}, context=context)
 308         return True
 309
 310     def survey_req_done(self, cr, uid, ids, context=None):
 311         hr_eval_obj = self.pool.get('hr_evaluation.evaluation')
 312         for id in self.browse(cr, uid, ids, context=context):
 313             flag = False
 314             wating_id = 0
 315             tot_done_req = 1
 316             if not id.evaluation_id.id:
 317                 raise osv.except_osv(_('Warning !'),_("You cannot start evaluation without Appraisal."))
 318             records = hr_eval_obj.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=context)
 329             hr_eval_obj.write(cr, uid, [id.evaluation_id.id], {'progress': tot_done_req * 100 / len(records)}, context=context)
 330         self.write(cr, uid, ids, { 'state': 'done'}, context=context)
 331         return True
 332
 333     def survey_req_draft(self, cr, uid, ids, context=None):
 334         self.write(cr, uid, ids, { 'state': 'draft'}, context=context)
 335         return True
 336
 337     def survey_req_cancel(self, cr, uid, ids, context=None):
 338         self.write(cr, uid, ids, { 'state': 'cancel'}, context=context)
 339         return True
 340
 341     def action_print_survey(self, cr, uid, ids, context=None):
 342         """
 343         If response is available then print this response otherwise print survey form(print template of the survey).
 344
 345         @param self: The object pointer
 346         @param cr: the current row, from the database cursor,
 347         @param uid: the current user’s ID for security checks,
 348         @param ids: List of Survey IDs
 349         @param context: A standard dictionary for contextual values
 350         @return: Dictionary value for print survey form.
 351         """
 352         if context is None:
 353             context = {}
 354         record = self.browse(cr, uid, ids, context=context)
 355         record = record and record[0]
 356         context.update({'survey_id': record.survey_id.id, 'response_id': [record.response.id], 'response_no':0,})
 357         value = self.pool.get("survey").action_print_survey(cr, uid, ids, context=context)
 358         return value
 359
 360 hr_evaluation_interview()
 361
 362 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:1