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 from datetime import datetime
  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
  30 class hr_evaluation_plan(osv.osv):
  31     _name = "hr_evaluation.plan"
  32     _description = "Appraisal Plan"
  33     _columns = {
  34         'name': fields.char("Appraisal Plan", size=64, required=True),
  35         'company_id': fields.many2one('res.company', 'Company', required=True),
  36         'phase_ids': fields.one2many('hr_evaluation.plan.phase', 'plan_id', 'Appraisal Phases'),
  37         '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. "),
  38         '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)."),
  39         'active': fields.boolean('Active')
  40     }
  41     _defaults = {
  42         'active': True,
  43         'month_first': 6,
  44         'month_next': 12,
  45         'company_id': lambda s,cr,uid,c: s.pool.get('res.company')._company_default_get(cr, uid, 'account.account', context=c),
  46     }
  47
  48 hr_evaluation_plan()
  49
  50 class hr_evaluation_plan_phase(osv.osv):
  51     _name = "hr_evaluation.plan.phase"
  52     _description = "Appraisal Plan Phase"
  53     _order = "sequence"
  54     _columns = {
  55         'name': fields.char("Phase", size=64, required=True),
  56         'sequence': fields.integer("Sequence"),
  57         'company_id': fields.related('plan_id', 'company_id', type='many2one', relation='res.company', string='Company', store=True, readonly=True),
  58         'plan_id': fields.many2one('hr_evaluation.plan','Appraisal Plan', ondelete='cascade'),
  59         'action': fields.selection([
  60             ('top-down','Top-Down Appraisal Requests'),
  61             ('bottom-up','Bottom-Up Appraisal Requests'),
  62             ('self','Self Appraisal Requests'),
  63             ('final','Final Interview')], 'Action', required=True),
  64         'survey_id': fields.many2one('survey','Appraisal Form',required=True),
  65         'send_answer_manager': fields.boolean('All Answers',
  66             help="Send all answers to the manager"),
  67         'send_answer_employee': fields.boolean('All Answers',
  68             help="Send all answers to the employee"),
  69         'send_anonymous_manager': fields.boolean('Anonymous Summary',
  70             help="Send an anonymous summary to the manager"),
  71         'send_anonymous_employee': fields.boolean('Anonymous Summary',
  72             help="Send an anonymous summary to the employee"),
  73         'wait': fields.boolean('Wait Previous Phases',
  74             help="Check this box if you want to wait that all preceding phases " +
  75               "are finished before launching this phase."),
  76         'mail_feature': fields.boolean('Send mail for this phase', help="Check this box if you want to send mail to employees"+
  77                                        " coming under this phase"),
  78         'mail_body': fields.text('Email'),
  79         'email_subject':fields.text('char')
  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 hr_evaluation_plan_phase()
 102
 103 class hr_employee(osv.osv):
 104     _name = "hr.employee"
 105     _inherit="hr.employee"
 106     _columns = {
 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)."),
 109     }
 110     def run_employee_evaluation(self, cr, uid, automatic=False, use_new_cursor=False, context=None):
 111         now = parser.parse(datetime.now().strftime('%Y-%m-%d'))
 112         obj_evaluation = self.pool.get('hr_evaluation.evaluation')
 113         emp_ids =self.search(cr, uid, [ ('evaluation_plan_id','<>',False), ('evaluation_date','=', False)], context=context)
 114         for emp in self.browse(cr, uid, emp_ids, context=context):
 115             first_date = (now+ relativedelta(months=emp.evaluation_plan_id.month_first)).strftime('%Y-%m-%d')
 116             self.write(cr, uid, [emp.id], {'evaluation_date': first_date}, context=context)
 117
 118         emp_ids =self.search(cr, uid, [
 119             ('evaluation_plan_id','<>',False), ('evaluation_date','<=', time.strftime("%Y-%m-%d")),
 120             ], context=context)
 121         for emp in self.browse(cr, uid, emp_ids, context=context):
 122             next_date = (now + relativedelta(months=emp.evaluation_plan_id.month_next)).strftime('%Y-%m-%d')
 123             self.write(cr, uid, [emp.id], {'evaluation_date': next_date}, context=context)
 124             plan_id = obj_evaluation.create(cr, uid, {'employee_id': emp.id, 'plan_id': emp.evaluation_plan_id.id}, context=context)
 125             obj_evaluation.button_plan_in_progress(cr, uid, [plan_id], context=context)
 126         return True
 127
 128 class hr_evaluation(osv.osv):
 129     _name = "hr_evaluation.evaluation"
 130     _inherit = "mail.thread"
 131     _description = "Employee Appraisal"
 132     _rec_name = 'employee_id'
 133     _columns = {
 134         'date': fields.date("Appraisal Deadline", required=True, select=True),
 135         'employee_id': fields.many2one('hr.employee', "Employee", required=True),
 136         'note_summary': fields.text('Appraisal Summary'),
 137         'note_action': fields.text('Action Plan',
 138             help="If the evaluation does not meet the expectations, you can propose"+
 139               "an action plan"),
 140         'rating': fields.selection([
 141             ('0','Significantly bellow expectations'),
 142             ('1','Did not meet expectations'),
 143             ('2','Meet expectations'),
 144             ('3','Exceeds expectations'),
 145             ('4','Significantly exceeds expectations'),
 146         ], "Appreciation", help="This is the appreciation on which the evaluation is summarized."),
 147         'survey_request_ids': fields.one2many('hr.evaluation.interview','evaluation_id','Appraisal Forms'),
 148         'plan_id': fields.many2one('hr_evaluation.plan', 'Plan', required=True),
 149         'state': fields.selection([
 150             ('draft','New'),
 151             ('cancel','Cancelled'),
 152             ('wait','Plan In Progress'),
 153             ('progress','Waiting Appreciation'),
 154             ('done','Done'),
 155         ], 'Status', required=True, readonly=True),
 156         'date_close': fields.date('Ending Date', select=True),
 157     }
 158     _defaults = {
 159         'date': lambda *a: (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months =+ 1)).strftime('%Y-%m-%d'),
 160         'state': lambda *a: 'draft',
 161     }
 162
 163     def name_get(self, cr, uid, ids, context=None):
 164         if not ids:
 165             return []
 166         reads = self.browse(cr, uid, ids, context=context)
 167         res = []
 168         for record in reads:
 169             name = record.plan_id.name
 170             res.append((record['id'], name))
 171         return res
 172
 173     def onchange_employee_id(self, cr, uid, ids, employee_id, context=None):
 174         vals = {}
 175         vals['plan_id'] = False
 176         if employee_id:
 177             employee_obj = self.pool.get('hr.employee')
 178             for employee in employee_obj.browse(cr, uid, [employee_id], context=context):
 179                 if employee and employee.evaluation_plan_id and employee.evaluation_plan_id.id:
 180                     vals.update({'plan_id': employee.evaluation_plan_id.id})
 181         return {'value': vals}
 182
 183     def button_plan_in_progress(self, cr, uid, ids, context=None):
 184         mail_message = self.pool.get('mail.message')
 185         hr_eval_inter_obj = self.pool.get('hr.evaluation.interview')
 186         if context is None:
 187             context = {}
 188         for evaluation in self.browse(cr, uid, ids, context=context):
 189             wait = False
 190             for phase in evaluation.plan_id.phase_ids:
 191                 children = []
 192                 if phase.action == "bottom-up":
 193                     children = evaluation.employee_id.child_ids
 194                 elif phase.action in ("top-down", "final"):
 195                     if evaluation.employee_id.parent_id:
 196                         children = [evaluation.employee_id.parent_id]
 197                 elif phase.action == "self":
 198                     children = [evaluation.employee_id]
 199                 for child in children:
 200
 201                     int_id = hr_eval_inter_obj.create(cr, uid, {
 202                         'evaluation_id': evaluation.id,
 203                         'survey_id': phase.survey_id.id,
 204                         'date_deadline': (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months =+ 1)).strftime('%Y-%m-%d'),
 205                         'user_id': child.user_id.id,
 206                         'user_to_review_id': evaluation.employee_id.id
 207                     }, context=context)
 208                     if phase.wait:
 209                         wait = True
 210                     if not wait:
 211                         hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [int_id], context=context)
 212
 213                     if (not wait) and phase.mail_feature:
 214                         body = phase.mail_body % {'employee_name': child.name, 'user_signature': child.user_id.signature,
 215                             'eval_name': phase.survey_id.title, 'date': time.strftime('%Y-%m-%d'), 'time': time }
 216                         sub = phase.email_subject
 217                         if child.work_email:
 218                             vals = {'state': 'outgoing',
 219                                     'subject': sub,
 220                                     'body_html': '<pre>%s</pre>' % body,
 221                                     'email_to': child.work_email,
 222                                     'email_from': evaluation.employee_id.work_email}
 223                             self.pool.get('mail.mail').create(cr, uid, vals, context=context)
 224
 225         self.write(cr, uid, ids, {'state':'wait'}, context=context)
 226         return True
 227
 228     def button_final_validation(self, cr, uid, ids, context=None):
 229         request_obj = self.pool.get('hr.evaluation.interview')
 230         self.write(cr, uid, ids, {'state':'progress'}, context=context)
 231         for evaluation in self.browse(cr, uid, ids, context=context):
 232             if evaluation.employee_id and evaluation.employee_id.parent_id and evaluation.employee_id.parent_id.user_id:
 233                 self.message_subscribe_users(cr, uid, [evaluation.id], user_ids=[evaluation.employee_id.parent_id.user_id.id], context=context)
 234             if len(evaluation.survey_request_ids) != len(request_obj.search(cr, uid, [('evaluation_id', '=', evaluation.id),('state', 'in', ['done','cancel'])], context=context)):
 235                 raise osv.except_osv(_('Warning!'),_("You cannot change state, because some appraisal(s) are in waiting answer or draft state."))
 236         return True
 237
 238     def button_done(self, cr, uid, ids, context=None):
 239         self.write(cr, uid, ids,{'state':'done', 'date_close': time.strftime('%Y-%m-%d')}, context=context)
 240         return True
 241
 242     def button_cancel(self, cr, uid, ids, context=None):
 243         interview_obj=self.pool.get('hr.evaluation.interview')
 244         evaluation = self.browse(cr, uid, ids[0], context)
 245         interview_obj.survey_req_cancel(cr, uid, [r.id for r in evaluation.survey_request_ids])
 246         self.write(cr, uid, ids,{'state':'cancel'}, context=context)
 247         return True
 248
 249     def button_draft(self, cr, uid, ids, context=None):
 250         self.write(cr, uid, ids,{'state': 'draft'}, context=context)
 251         return True
 252
 253     def copy(self, cr, uid, id, default=None, context=None):
 254         if default is None:
 255             default = {}
 256         if context is None:
 257             context = {}
 258         default = default.copy()
 259         default['survey_request_ids'] = []
 260         return super(hr_evaluation, self).copy(cr, uid, id, default, context=context)
 261
 262     def write(self, cr, uid, ids, vals, context=None):
 263         if vals.get('employee_id'):
 264             employee_id = self.pool.get('hr.employee').browse(cr, uid, vals.get('employee_id'), context=context)
 265             if employee_id.parent_id and employee_id.parent_id.user_id:
 266                 vals['message_follower_ids'] = [(4, employee_id.parent_id.user_id.partner_id.id)]
 267         if 'date' in vals:
 268             new_vals = {'date_deadline': vals.get('date')}
 269             obj_hr_eval_iterview = self.pool.get('hr.evaluation.interview')
 270             for evalutation in self.browse(cr, uid, ids, context=context):
 271                 for survey_req in evalutation.survey_request_ids:
 272                     obj_hr_eval_iterview.write(cr, uid, [survey_req.id], new_vals, context=context)
 273         return super(hr_evaluation, self).write(cr, uid, ids, vals, context=context)
 274
 275 hr_evaluation()
 276
 277 class survey_request(osv.osv):
 278     _inherit = "survey.request"
 279     _columns = {
 280         'is_evaluation': fields.boolean('Is Appraisal?'),
 281     }
 282
 283 survey_request()
 284
 285 class hr_evaluation_interview(osv.osv):
 286     _name = 'hr.evaluation.interview'
 287     _inherits = {'survey.request': 'request_id'}
 288     _inherit =  'mail.thread'
 289     _rec_name = 'request_id'
 290     _description = 'Appraisal Interview'
 291     _columns = {
 292         'request_id': fields.many2one('survey.request','Request_id', ondelete='cascade', required=True),
 293         'user_to_review_id': fields.many2one('hr.employee', 'Employee to Interview'),
 294         'evaluation_id': fields.many2one('hr_evaluation.evaluation', 'Appraisal Form'),
 295     }
 296     _defaults = {
 297         'is_evaluation': True,
 298     }
 299
 300     def name_get(self, cr, uid, ids, context=None):
 301         if not ids:
 302             return []
 303         reads = self.browse(cr, uid, ids, context=context)
 304         res = []
 305         for record in reads:
 306             name = record.request_id.survey_id.title
 307             res.append((record['id'], name))
 308         return res
 309
 310     def survey_req_waiting_answer(self, cr, uid, ids, context=None):
 311         self.write(cr, uid, ids, { 'state': 'waiting_answer'}, context=context)
 312         return True
 313
 314     def survey_req_done(self, cr, uid, ids, context=None):
 315         hr_eval_obj = self.pool.get('hr_evaluation.evaluation')
 316         for id in self.browse(cr, uid, ids, context=context):
 317             flag = False
 318             wating_id = 0
 319             if not id.evaluation_id.id:
 320                 raise osv.except_osv(_('Warning!'),_("You cannot start evaluation without Appraisal."))
 321             records = hr_eval_obj.browse(cr, uid, [id.evaluation_id.id], context=context)[0].survey_request_ids
 322             for child in records:
 323                 if child.state == "draft":
 324                     wating_id = child.id
 325                     continue
 326                 if child.state != "done":
 327                     flag = True
 328             if not flag and wating_id:
 329                 self.survey_req_waiting_answer(cr, uid, [wating_id], 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