1 # -*- encoding: utf-8 -*-
2 ##############################################################################
4 # OpenERP, Open Source Management Solution
5 # Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>).
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.
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.
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/>.
20 ##############################################################################
22 from datetime import datetime, timedelta
23 from dateutil.relativedelta import relativedelta
24 from dateutil import parser
27 from openerp.osv import fields, osv
28 from openerp.tools.translate import _
29 from openerp.tools import DEFAULT_SERVER_DATETIME_FORMAT as DF
32 class hr_evaluation_plan(osv.Model):
33 _name = "hr_evaluation.plan"
34 _description = "Appraisal Plan"
36 'name': fields.char("Appraisal Plan", size=64, 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'),
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')
47 'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'account.account', context=c),
51 class hr_evaluation_plan_phase(osv.Model):
52 _name = "hr_evaluation.plan.phase"
53 _description = "Appraisal Plan Phase"
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')
83 'email_subject': _('''Regarding '''),
84 'mail_body': lambda *a: _('''
87 Dear %(employee_name)s,
89 I am doing an evaluation regarding %(eval_name)s.
91 Kindly submit your response.
102 class hr_employee(osv.Model):
103 _name = "hr.employee"
104 _inherit = "hr.employee"
107 'evaluation_plan_id': fields.many2one('hr_evaluation.plan', 'Appraisal Plan'),
108 '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)."),
111 def run_employee_evaluation(self, cr, uid, automatic=False, use_new_cursor=False, context=None): # cronjob
112 now = parser.parse(datetime.now().strftime('%Y-%m-%d'))
113 obj_evaluation = self.pool.get('hr_evaluation.evaluation')
114 emp_ids = self.search(cr, uid, [('evaluation_plan_id', '<>', False), ('evaluation_date', '=', False)], context=context)
115 for emp in self.browse(cr, uid, emp_ids, context=context):
116 first_date = (now + relativedelta(months=emp.evaluation_plan_id.month_first)).strftime('%Y-%m-%d')
117 self.write(cr, uid, [emp.id], {'evaluation_date': first_date}, context=context)
119 emp_ids = self.search(cr, uid, [('evaluation_plan_id', '<>', False), ('evaluation_date', '<=', time.strftime("%Y-%m-%d"))], context=context)
120 for emp in self.browse(cr, uid, emp_ids, context=context):
121 next_date = (now + relativedelta(months=emp.evaluation_plan_id.month_next)).strftime('%Y-%m-%d')
122 self.write(cr, uid, [emp.id], {'evaluation_date': next_date}, context=context)
123 plan_id = obj_evaluation.create(cr, uid, {'employee_id': emp.id, 'plan_id': emp.evaluation_plan_id.id}, context=context)
124 obj_evaluation.button_plan_in_progress(cr, uid, [plan_id], context=context)
128 class hr_evaluation(osv.Model):
129 _name = "hr_evaluation.evaluation"
130 _inherit = "mail.thread"
131 _description = "Employee Appraisal"
133 'date': fields.date("Appraisal Deadline", required=True, select=True),
134 'employee_id': fields.many2one('hr.employee', "Employee", required=True),
135 'note_summary': fields.text('Appraisal Summary'),
136 'note_action': fields.text('Action Plan', help="If the evaluation does not meet the expectations, you can propose an action plan"),
137 'rating': fields.selection([
138 ('0', 'Significantly below expectations'),
139 ('1', 'Do not meet expectations'),
140 ('2', 'Meet expectations'),
141 ('3', 'Exceeds expectations'),
142 ('4', 'Significantly exceeds expectations'),
143 ], "Appreciation", help="This is the appreciation on which the evaluation is summarized."),
144 'survey_request_ids': fields.one2many('hr.evaluation.interview', 'evaluation_id', 'Appraisal Forms'),
145 'plan_id': fields.many2one('hr_evaluation.plan', 'Plan', required=True),
146 'state': fields.selection([
148 ('cancel', 'Cancelled'),
149 ('wait', 'Plan In Progress'),
150 ('progress', 'Waiting Appreciation'),
152 ], 'Status', required=True, readonly=True),
153 'date_close': fields.date('Ending Date', select=True),
156 'date': lambda *a: (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months=+1)).strftime('%Y-%m-%d'),
157 'state': lambda *a: 'draft',
160 def name_get(self, cr, uid, ids, context=None):
163 reads = self.browse(cr, uid, ids, context=context)
166 name = record.plan_id.name
167 employee = record.employee_id.name_related
168 res.append((record['id'], name + ' / ' + employee))
171 def onchange_employee_id(self, cr, uid, ids, employee_id, context=None):
173 vals['plan_id'] = False
175 employee_obj = self.pool.get('hr.employee')
176 for employee in employee_obj.browse(cr, uid, [employee_id], context=context):
177 if employee and employee.evaluation_plan_id and employee.evaluation_plan_id.id:
178 vals.update({'plan_id': employee.evaluation_plan_id.id})
179 return {'value': vals}
181 def button_plan_in_progress(self, cr, uid, ids, context=None):
182 hr_eval_inter_obj = self.pool.get('hr.evaluation.interview')
185 for evaluation in self.browse(cr, uid, ids, context=context):
187 for phase in evaluation.plan_id.phase_ids:
189 if phase.action == "bottom-up":
190 children = evaluation.employee_id.child_ids
191 elif phase.action in ("top-down", "final"):
192 if evaluation.employee_id.parent_id:
193 children = [evaluation.employee_id.parent_id]
194 elif phase.action == "self":
195 children = [evaluation.employee_id]
196 for child in children:
198 int_id = hr_eval_inter_obj.create(cr, uid, {
199 'evaluation_id': evaluation.id,
200 'phase_id': phase.id,
201 'deadline': (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months=+1)).strftime('%Y-%m-%d'),
202 'user_id': child.user_id.id,
207 hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [int_id], context=context)
209 if (not wait) and phase.mail_feature:
210 body = phase.mail_body % {'employee_name': child.name, 'user_signature': child.user_id.signature,
211 'eval_name': phase.survey_id.title, 'date': time.strftime('%Y-%m-%d'), 'time': time}
212 sub = phase.email_subject
214 vals = {'state': 'outgoing',
216 'body_html': '<pre>%s</pre>' % body,
217 'email_to': child.work_email,
218 'email_from': evaluation.employee_id.work_email}
219 self.pool.get('mail.mail').create(cr, uid, vals, context=context)
221 self.write(cr, uid, ids, {'state': 'wait'}, context=context)
224 def button_final_validation(self, cr, uid, ids, context=None):
225 request_obj = self.pool.get('hr.evaluation.interview')
226 self.write(cr, uid, ids, {'state': 'progress'}, context=context)
227 for evaluation in self.browse(cr, uid, ids, context=context):
228 if evaluation.employee_id and evaluation.employee_id.parent_id and evaluation.employee_id.parent_id.user_id:
229 self.message_subscribe_users(cr, uid, [evaluation.id], user_ids=[evaluation.employee_id.parent_id.user_id.id], context=context)
230 if len(evaluation.survey_request_ids) != len(request_obj.search(cr, uid, [('evaluation_id', '=', evaluation.id), ('state', 'in', ['done', 'cancel'])], context=context)):
231 raise osv.except_osv(_('Warning!'), _("You cannot change state, because some appraisal forms have not been completed."))
234 def button_done(self, cr, uid, ids, context=None):
235 self.write(cr, uid, ids, {'state': 'done', 'date_close': time.strftime('%Y-%m-%d')}, context=context)
238 def button_cancel(self, cr, uid, ids, context=None):
239 interview_obj = self.pool.get('hr.evaluation.interview')
240 evaluation = self.browse(cr, uid, ids[0], context)
241 interview_obj.survey_req_cancel(cr, uid, [r.id for r in evaluation.survey_request_ids])
242 self.write(cr, uid, ids, {'state': 'cancel'}, context=context)
245 def button_draft(self, cr, uid, ids, context=None):
246 self.write(cr, uid, ids, {'state': 'draft'}, context=context)
249 def copy(self, cr, uid, id, default=None, context=None):
254 default = default.copy()
255 default['survey_request_ids'] = []
256 return super(hr_evaluation, self).copy(cr, uid, id, default, context=context)
258 def write(self, cr, uid, ids, vals, context=None):
259 if vals.get('employee_id'):
260 employee_id = self.pool.get('hr.employee').browse(cr, uid, vals.get('employee_id'), context=context)
261 if employee_id.parent_id and employee_id.parent_id.user_id:
262 vals['message_follower_ids'] = [(4, employee_id.parent_id.user_id.partner_id.id)]
264 new_vals = {'deadline': vals.get('date')}
265 obj_hr_eval_iterview = self.pool.get('hr.evaluation.interview')
266 for evaluation in self.browse(cr, uid, ids, context=context):
267 for survey_req in evaluation.survey_request_ids:
268 obj_hr_eval_iterview.write(cr, uid, [survey_req.id], new_vals, context=context)
269 return super(hr_evaluation, self).write(cr, uid, ids, vals, context=context)
272 class hr_evaluation_interview(osv.Model):
273 _name = 'hr.evaluation.interview'
274 _inherit = 'mail.thread'
275 _rec_name = 'user_to_review_id'
276 _description = 'Appraisal Interview'
278 'request_id': fields.many2one('survey.user_input', 'Survey Request', ondelete='cascade', readonly=True),
279 'evaluation_id': fields.many2one('hr_evaluation.evaluation', 'Appraisal Plan', required=True),
280 'phase_id': fields.many2one('hr_evaluation.plan.phase', 'Appraisal Phase', required=True),
281 'user_to_review_id': fields.related('evaluation_id', 'employee_id', type="many2one", relation="hr.employee", string="Employee to evaluate"),
282 'user_id': fields.many2one('res.users', 'Interviewer'),
283 'state': fields.selection([('draft', "Draft"),
284 ('waiting_answer', "In progress"),
286 ('cancel', "Cancelled")],
287 string="State", required=True),
288 'survey_id': fields.related('phase_id', 'survey_id', string="Appraisal Form", type="many2one", relation="survey.survey"),
289 'deadline': fields.related('request_id', 'deadline', type="datetime", string="Deadline"),
295 def create(self, cr, uid, vals, context=None):
296 phase_obj = self.pool.get('hr_evaluation.plan.phase')
297 survey_id = phase_obj.read(cr, uid, vals.get('phase_id'), fields=['survey_id'], context=context)['survey_id'][0]
299 if vals.get('user_id'):
300 user_obj = self.pool.get('res.users')
301 partner_id = user_obj.read(cr, uid, vals.get('user_id'), fields=['partner_id'], context=context)['partner_id'][0]
305 user_input_obj = self.pool.get('survey.user_input')
307 if not vals.get('deadline'):
308 vals['deadline'] = (datetime.now() + timedelta(days=28)).strftime(DF)
310 ret = user_input_obj.create(cr, uid, {'survey_id': survey_id,
311 'deadline': vals.get('deadline'),
313 'partner_id': partner_id}, context=context)
314 vals['request_id'] = ret
315 return super(hr_evaluation_interview, self).create(cr, uid, vals, context=context)
317 def name_get(self, cr, uid, ids, context=None):
320 reads = self.browse(cr, uid, ids, context=context)
323 name = record.survey_id.title
324 res.append((record['id'], name))
327 def survey_req_waiting_answer(self, cr, uid, ids, context=None):
328 request_obj = self.pool.get('survey.user_input')
329 for interview in self.browse(cr, uid, ids, context=context):
330 request_obj.action_survey_resent(cr, uid, [interview.id], context=context)
331 self.write(cr, uid, interview.id, {'state': 'waiting_answer'}, context=context)
334 def survey_req_done(self, cr, uid, ids, context=None):
335 for id in self.browse(cr, uid, ids, context=context):
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":
345 if child.state != "done":
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)
352 def survey_req_cancel(self, cr, uid, ids, context=None):
353 self.write(cr, uid, ids, {'state': 'cancel'}, context=context)
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 = context if context else {}
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)
366 def action_start_survey(self, cr, uid, ids, context=None):
367 context = context if context else {}
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)