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