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
  47 hr_evaluation_plan()
  48
  49 class hr_evaluation_plan_phase(osv.osv):
  50     _name = "hr_evaluation.plan.phase"
  51     _description = "Appraisal Plan Phase"
  52     _order = "sequence"
  53     _columns = {
  54         'name': fields.char("Phase", size=64, required=True),
  55         'sequence': fields.integer("Sequence"),
  56         'company_id': fields.related('plan_id', 'company_id', type='many2one', relation='res.company', string='Company', store=True, readonly=True),
  57         'plan_id': fields.many2one('hr_evaluation.plan','Appraisal Plan', ondelete='cascade'),
  58         'action': fields.selection([
  59             ('top-down','Top-Down Appraisal Requests'),
  60             ('bottom-up','Bottom-Up Appraisal Requests'),
  61             ('self','Self Appraisal Requests'),
  62             ('final','Final Interview')], 'Action', required=True),
  63         'survey_id': fields.many2one('survey','Appraisal Form',required=True),
  64         'send_answer_manager': fields.boolean('All Answers',
  65             help="Send all answers to the manager"),
  66         'send_answer_employee': fields.boolean('All Answers',
  67             help="Send all answers to the employee"),
  68         'send_anonymous_manager': fields.boolean('Anonymous Summary',
  69             help="Send an anonymous summary to the manager"),
  70         'send_anonymous_employee': fields.boolean('Anonymous Summary',
  71             help="Send an anonymous summary to the employee"),
  72         'wait': fields.boolean('Wait Previous Phases',
  73             help="Check this box if you want to wait that all preceding phases " +
  74               "are finished before launching this phase."),
  75         'mail_feature': fields.boolean('Send mail for this phase', help="Check this box if you want to send mail to employees"+
  76                                        " coming under this phase"),
  77         'mail_body': fields.text('Email'),
  78         'email_subject':fields.text('char')
  79     }
  80     _defaults = {
  81         'sequence': 1,
  82         'email_subject': _('''Regarding '''),
  83         'mail_body': lambda *a:_('''
  84 Date: %(date)s
  85
  86 Dear %(employee_name)s,
  87
  88 I am doing an evaluation regarding %(eval_name)s.
  89
  90 Kindly submit your response.
  91
  92
  93 Thanks,
  94 --
  95 %(user_signature)s
  96
  97         '''),
  98     }
  99
 100 hr_evaluation_plan_phase()
 101
 102 class hr_employee(osv.osv):
 103     _name = "hr.employee"
 104     _inherit="hr.employee"
 105     _columns = {
 106         'evaluation_plan_id': fields.many2one('hr_evaluation.plan', 'Appraisal Plan'),
 107         '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)."),
 108     }
 109
 110     def run_employee_evaluation(self, cr, uid, automatic=False, use_new_cursor=False, context=None):
 111         obj_evaluation = self.pool.get('hr_evaluation.evaluation')
 112         for id in self.browse(cr, uid, self.search(cr, uid, [], context=context), context=context):
 113             if id.evaluation_plan_id and id.evaluation_date:
 114                 if (parser.parse(id.evaluation_date) + relativedelta(months = int(id.evaluation_plan_id.month_next))).strftime('%Y-%m-%d') <= time.strftime("%Y-%m-%d"):
 115                     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)
 116                     obj_evaluation.create(cr, uid, {'employee_id': id.id, 'plan_id': id.evaluation_plan_id}, context=context)
 117         return True
 118
 119     def onchange_evaluation_plan_id(self, cr, uid, ids, evaluation_plan_id, evaluation_date, context=None):
 120         if evaluation_plan_id:
 121             evaluation_plan_obj=self.pool.get('hr_evaluation.plan')
 122             obj_evaluation = self.pool.get('hr_evaluation.evaluation')
 123             flag = False
 124             evaluation_plan =  evaluation_plan_obj.browse(cr, uid, [evaluation_plan_id], context=context)[0]
 125             if not evaluation_date:
 126                evaluation_date=(parser.parse(datetime.now().strftime('%Y-%m-%d'))+ relativedelta(months=+evaluation_plan.month_first)).strftime('%Y-%m-%d')
 127                flag = True
 128             else:
 129                 if (parser.parse(evaluation_date) + relativedelta(months = int(evaluation_plan.month_next))).strftime('%Y-%m-%d') <= time.strftime("%Y-%m-%d"):
 130                     evaluation_date=(parser.parse(evaluation_date)+ relativedelta(months=+evaluation_plan.month_next)).strftime('%Y-%m-%d')
 131                     flag = True
 132             if ids and flag:
 133                 obj_evaluation.create(cr, uid, {'employee_id': ids[0], 'plan_id': evaluation_plan_id}, context=context)
 134         return {'value': {'evaluation_date': evaluation_date}}
 135
 136     def create(self, cr, uid, vals, context=None):
 137         id = super(hr_employee, self).create(cr, uid, vals, context=context)
 138         if vals.get('evaluation_plan_id', False):
 139             self.pool.get('hr_evaluation.evaluation').create(cr, uid, {'employee_id': id, 'plan_id': vals['evaluation_plan_id']}, context=context)
 140         return id
 141
 142 hr_employee()
 143
 144 class hr_evaluation(osv.osv):
 145     _name = "hr_evaluation.evaluation"
 146     _inherit = "mail.thread"
 147     _description = "Employee Appraisal"
 148     _rec_name = 'employee_id'
 149     _columns = {
 150         'date': fields.date("Appraisal Deadline", required=True, select=True),
 151         'employee_id': fields.many2one('hr.employee', "Employee", required=True),
 152         'note_summary': fields.text('Appraisal Summary'),
 153         'note_action': fields.text('Action Plan',
 154             help="If the evaluation does not meet the expectations, you can propose"+
 155               "an action plan"),
 156         'rating': fields.selection([
 157             ('0','Significantly bellow expectations'),
 158             ('1','Did not meet expectations'),
 159             ('2','Meet expectations'),
 160             ('3','Exceeds expectations'),
 161             ('4','Significantly exceeds expectations'),
 162         ], "Appreciation", help="This is the appreciation on which the evaluation is summarized."),
 163         'survey_request_ids': fields.one2many('hr.evaluation.interview','evaluation_id','Appraisal Forms'),
 164         'plan_id': fields.many2one('hr_evaluation.plan', 'Plan', required=True),
 165         'state': fields.selection([
 166             ('draft','New'),
 167             ('cancel','Cancelled'),
 168             ('wait','Plan In Progress'),
 169             ('progress','Waiting Appreciation'),
 170             ('done','Done'),
 171         ], 'Status', required=True, readonly=True),
 172         'date_close': fields.date('Ending Date', select=True),
 173     }
 174     _defaults = {
 175         'date': lambda *a: (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months =+ 1)).strftime('%Y-%m-%d'),
 176         'state': lambda *a: 'draft',
 177     }
 178
 179     def name_get(self, cr, uid, ids, context=None):
 180         if not ids:
 181             return []
 182         reads = self.browse(cr, uid, ids, context=context)
 183         res = []
 184         for record in reads:
 185             name = record.plan_id.name
 186             res.append((record['id'], name))
 187         return res
 188
 189     def onchange_employee_id(self, cr, uid, ids, employee_id, context=None):
 190         evaluation_plan_id=False
 191         if employee_id:
 192             employee_obj=self.pool.get('hr.employee')
 193             for employee in employee_obj.browse(cr, uid, [employee_id], context=context):
 194                 if employee and employee.evaluation_plan_id and employee.evaluation_plan_id.id:
 195                     evaluation_plan_id=employee.evaluation_plan_id.id
 196         return {'value': {'plan_id':evaluation_plan_id}}
 197
 198     def button_plan_in_progress(self, cr, uid, ids, context=None):
 199         mail_message = self.pool.get('mail.message')
 200         hr_eval_inter_obj = self.pool.get('hr.evaluation.interview')
 201         if context is None:
 202             context = {}
 203         for evaluation in self.browse(cr, uid, ids, context=context):
 204             wait = False
 205             for phase in evaluation.plan_id.phase_ids:
 206                 children = []
 207                 if phase.action == "bottom-up":
 208                     children = evaluation.employee_id.child_ids
 209                 elif phase.action in ("top-down", "final"):
 210                     if evaluation.employee_id.parent_id:
 211                         children = [evaluation.employee_id.parent_id]
 212                 elif phase.action == "self":
 213                     children = [evaluation.employee_id]
 214                 for child in children:
 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                         if child.work_email:
 233                             vals = {'state': 'outgoing',
 234                                     'subject': sub,
 235                                     'body_html': '<pre>%s</pre>' % body,
 236                                     'email_to': child.work_email,
 237                                     'email_from': evaluation.employee_id.work_email}
 238                             self.pool.get('mail.mail').create(cr, uid, vals, context=context)
 239
 240         self.write(cr, uid, ids, {'state':'wait'}, context=context)
 241         return True
 242
 243     def button_final_validation(self, cr, uid, ids, context=None):
 244         request_obj = self.pool.get('hr.evaluation.interview')
 245         self.write(cr, uid, ids, {'state':'progress'}, context=context)
 246         for evaluation in self.browse(cr, uid, ids, context=context):
 247             if evaluation.employee_id and evaluation.employee_id.parent_id and evaluation.employee_id.parent_id.user_id:
 248                 self.message_subscribe_users(cr, uid, [evaluation.id], user_ids=[evaluation.employee_id.parent_id.user_id.id], context=context)
 249             if len(evaluation.survey_request_ids) != len(request_obj.search(cr, uid, [('evaluation_id', '=', evaluation.id),('state', 'in', ['done','cancel'])], context=context)):
 250                 raise osv.except_osv(_('Warning!'),_("You cannot change state, because some appraisal(s) are in waiting answer or draft state."))
 251         return True
 252
 253     def button_done(self, cr, uid, ids, context=None):
 254         self.write(cr, uid, ids,{'state':'done', 'date_close': time.strftime('%Y-%m-%d')}, context=context)
 255         return True
 256
 257     def button_cancel(self, cr, uid, ids, context=None):
 258         interview_obj=self.pool.get('hr.evaluation.interview')
 259         evaluation = self.browse(cr, uid, ids[0], context)
 260         interview_obj.survey_req_cancel(cr, uid, [r.id for r in evaluation.survey_request_ids])
 261         self.write(cr, uid, ids,{'state':'cancel'}, context=context)
 262         return True
 263
 264     def button_draft(self, cr, uid, ids, context=None):
 265         self.write(cr, uid, ids,{'state': 'draft'}, context=context)
 266         return True
 267
 268     def write(self, cr, uid, ids, vals, context=None):
 269         if vals.get('employee_id'):
 270             employee_id = self.pool.get('hr.employee').browse(cr, uid, vals.get('employee_id'), context=context)
 271             if employee_id.parent_id and employee_id.parent_id.user_id:
 272                 vals['message_follower_ids'] = [(4, employee_id.parent_id.user_id.partner_id.id)]
 273         if 'date' in vals:
 274             new_vals = {'date_deadline': vals.get('date')}
 275             obj_hr_eval_iterview = self.pool.get('hr.evaluation.interview')
 276             for evalutation in self.browse(cr, uid, ids, context=context):
 277                 for survey_req in evalutation.survey_request_ids:
 278                     obj_hr_eval_iterview.write(cr, uid, [survey_req.id], new_vals, context=context)
 279         return super(hr_evaluation, self).write(cr, uid, ids, vals, context=context)
 280
 281 hr_evaluation()
 282
 283 class survey_request(osv.osv):
 284     _inherit = "survey.request"
 285     _columns = {
 286         'is_evaluation': fields.boolean('Is Appraisal?'),
 287     }
 288
 289 survey_request()
 290
 291 class hr_evaluation_interview(osv.osv):
 292     _name = 'hr.evaluation.interview'
 293     _inherits = {'survey.request': 'request_id'}
 294     _inherit =  'mail.thread'
 295     _rec_name = 'request_id'
 296     _description = 'Appraisal Interview'
 297     _columns = {
 298         'request_id': fields.many2one('survey.request','Request_id', ondelete='cascade', required=True),
 299         'user_to_review_id': fields.many2one('hr.employee', 'Employee to Interview'),
 300         'evaluation_id': fields.many2one('hr_evaluation.evaluation', 'Appraisal Form'),
 301     }
 302     _defaults = {
 303         'is_evaluation': True,
 304     }
 305
 306     def name_get(self, cr, uid, ids, context=None):
 307         if not ids:
 308             return []
 309         reads = self.browse(cr, uid, ids, context=context)
 310         res = []
 311         for record in reads:
 312             name = record.request_id.survey_id.title
 313             res.append((record['id'], name))
 314         return res
 315
 316     def survey_req_waiting_answer(self, cr, uid, ids, context=None):
 317         self.write(cr, uid, ids, { 'state': 'waiting_answer'}, context=context)
 318         return True
 319
 320     def survey_req_done(self, cr, uid, ids, context=None):
 321         hr_eval_obj = self.pool.get('hr_evaluation.evaluation')
 322         for id in self.browse(cr, uid, ids, context=context):
 323             flag = False
 324             wating_id = 0
 325             if not id.evaluation_id.id:
 326                 raise osv.except_osv(_('Warning!'),_("You cannot start evaluation without Appraisal."))
 327             records = hr_eval_obj.browse(cr, uid, [id.evaluation_id.id], context=context)[0].survey_request_ids
 328             for child in records:
 329                 if child.state == "draft":
 330                     wating_id = child.id
 331                     continue
 332                 if child.state != "done":
 333                     flag = True
 334             if not flag and wating_id:
 335                 self.survey_req_waiting_answer(cr, uid, [wating_id], context=context)
 336         self.write(cr, uid, ids, { 'state': 'done'}, context=context)
 337         return True
 338
 339     def survey_req_draft(self, cr, uid, ids, context=None):
 340         self.write(cr, uid, ids, { 'state': 'draft'}, context=context)
 341         return True
 342
 343     def survey_req_cancel(self, cr, uid, ids, context=None):
 344         self.write(cr, uid, ids, { 'state': 'cancel'}, context=context)
 345         return True
 346
 347     def action_print_survey(self, cr, uid, ids, context=None):
 348         """
 349         If response is available then print this response otherwise print survey form(print template of the survey).
 350
 351         @param self: The object pointer
 352         @param cr: the current row, from the database cursor,
 353         @param uid: the current user’s ID for security checks,
 354         @param ids: List of Survey IDs
 355         @param context: A standard dictionary for contextual values
 356         @return: Dictionary value for print survey form.
 357         """
 358         if context is None:
 359             context = {}
 360         record = self.browse(cr, uid, ids, context=context)
 361         record = record and record[0]
 362         context.update({'survey_id': record.survey_id.id, 'response_id': [record.response.id], 'response_no':0,})
 363         value = self.pool.get("survey").action_print_survey(cr, uid, ids, context=context)
 364         return value
 365
 366 hr_evaluation_interview()
 367
 368 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:1