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         apprai_id = []
 187         for evaluation in self.browse(cr,uid,ids, context):
 188             wait = False
 189             for phase in evaluation.plan_id.phase_ids:
 190                 childs = []
 191                 if phase.action == "bottom-up":
 192                     childs = evaluation.employee_id.child_ids
 193                 elif phase.action in ("top-down", "final"):
 194                     if evaluation.employee_id.parent_id:
 195                         childs = [evaluation.employee_id.parent_id]
 196                 elif phase.action == "self":
 197                     childs = [evaluation.employee_id]
 198                 for child in childs:
 199                     if not child.user_id:
 200                         continue
 201
 202                     hr_eval_inter_obj = self.pool.get('hr.evaluation.interview')
 203                     int_id = hr_eval_inter_obj.create(cr, uid, {
 204                         'evaluation_id': evaluation.id,
 205                         'survey_id': phase.survey_id.id,
 206                         'date_deadline': (dt.ISO.ParseAny(dt.now().strftime('%Y-%m-%d')) + dt.RelativeDateTime(months =+ 1)).strftime('%Y-%m-%d'),
 207                         'user_id': child.user_id.id,
 208                         'user_to_review_id': evaluation.employee_id.id
 209                     }, context=context)
 210                     if phase.wait:
 211                         wait = True
 212                     if not wait:
 213                         hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [int_id], context=context)
 214
 215                     if (not wait) and phase.mail_feature:
 216                         body = phase.mail_body % {
 217                             'employee_name': child.name,
 218                             'user_signature': user.signature,
 219                             'eval_name': phase.survey_id.title,
 220                             'date': time.strftime('%Y-%m-%d'),
 221                             'time': time
 222                         }
 223                         sub = phase.email_subject
 224                         dest = [child.work_email]
 225                         if dest:
 226                            tools.email_send(src,dest,sub,body)
 227
 228         self.write(cr,uid,ids,{'state':'wait'},context=context)
 229         return True
 230
 231     def button_final_validation(self,cr, uid, ids, context={}):
 232         self.write(cr,uid,ids,{'state':'progress'})
 233         request_obj = self.pool.get('hr.evaluation.interview')
 234         for id in self.browse(cr, uid ,ids,context=context):
 235             if len(id.survey_request_ids) != len(request_obj.search(cr, uid, [('evaluation_id', '=', id.id),('state', '=', 'done')],context=context)):
 236                 raise osv.except_osv(_('Warning !'),_("You cannot change state, because some appraisal in waiting answer or draft state"))
 237         return True
 238
 239     def button_done(self,cr, uid, ids, context={}):
 240         self.write(cr,uid,ids,{'state':'done', 'date_close': time.strftime('%Y-%m-%d')}, context=context)
 241         return True
 242
 243     def button_cancel(self,cr, uid, ids, context={}):
 244         self.write(cr,uid,ids,{'state':'cancel'}, context=context)
 245         return True
 246
 247 hr_evaluation()
 248
 249 class survey_request(osv.osv):
 250     _inherit="survey.request"
 251     _columns = {
 252         'is_evaluation':fields.boolean('Is Evaluation?'),
 253     }
 254
 255 survey_request()
 256
 257 class hr_evaluation_interview(osv.osv):
 258     _name='hr.evaluation.interview'
 259     _inherits={'survey.request':'request_id'}
 260     _description='Evaluation Interview'
 261     _columns = {
 262         'request_id': fields.many2one('survey.request','Request_id', ondelete='cascade'),
 263         'user_to_review_id': fields.many2one('hr.employee', 'Employee to Interview'),
 264         'evaluation_id' : fields.many2one('hr_evaluation.evaluation', 'Evaluation Type'),
 265     }
 266     _defaults = {
 267         'is_evaluation': lambda *a: True,
 268     }
 269
 270     def survey_req_waiting_answer(self, cr, uid, ids, context={}):
 271         self.write(cr, uid, ids, { 'state' : 'waiting_answer'})
 272         return True
 273
 274     def survey_req_done(self, cr, uid, ids, context={}):
 275         self.write(cr, uid, ids, { 'state' : 'done'})
 276         hr_eval_obj = self.pool.get('hr_evaluation.evaluation')
 277         for id in self.browse(cr, uid, ids,context=context):
 278             flag = False
 279             wating_id = 0
 280             tot_done_req = 0
 281             records = self.pool.get("hr_evaluation.evaluation").browse(cr, uid, [id.evaluation_id.id],context=context)[0].survey_request_ids
 282             for child in records:
 283                 if child.state == "draft" :
 284                     wating_id = child.id
 285                     continue
 286                 if child.state != "done":
 287                     flag = True
 288                 else :
 289                     tot_done_req += 1
 290             if not flag and wating_id:
 291                 self.survey_req_waiting_answer(cr, uid, [wating_id], context)
 292             hr_eval_obj.write(cr, uid, [id.evaluation_id.id], {'progress' :tot_done_req * 100 / len(records)}, context=context)
 293
 294         return True
 295     def survey_req_draft(self, cr, uid, ids, context={}):
 296         self.write(cr, uid, ids, { 'state' : 'draft'}, context=context)
 297         return True
 298
 299     def survey_req_cancel(self, cr, uid, ids, context={}):
 300         self.write(cr, uid, ids, { 'state' : 'cancel'}, context=context)
 301         return True
 302
 303     def action_print_survey(self, cr, uid, ids, context=None):
 304         """
 305         If response is available then print this response otherwise print survey form(print template of the survey).
 306
 307         @param self: The object pointer
 308         @param cr: the current row, from the database cursor,
 309         @param uid: the current user’s ID for security checks,
 310         @param ids: List of Survey IDs
 311         @param context: A standard dictionary for contextual values
 312         @return : Dictionary value for print survey form.
 313         """
 314         if not context:
 315             context = {}
 316         record = self.browse(cr, uid, ids, context)
 317         record = record and record[0]
 318         context.update({'survey_id': record.survey_id.id, 'response_id' : [record.response.id], 'response_no':0,})
 319         value = self.pool.get("survey").action_print_survey(cr, uid, ids, context)
 320         return value
 321 hr_evaluation_interview()
 322
 323 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:1