feat: Employee Exits report
This commit is contained in:
Rucha Mahabal
parent
d67536cc8d
commit
3437f568be
0
erpnext/hr/report/employee_exits/__init__.py
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0
erpnext/hr/report/employee_exits/__init__.py
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77
erpnext/hr/report/employee_exits/employee_exits.js
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erpnext/hr/report/employee_exits/employee_exits.js
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// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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/* eslint-disable */
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frappe.query_reports["Employee Exits"] = {
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filters: [
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{
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"fieldname": "from_date",
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"label": __("From Date"),
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"fieldtype": "Date",
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"default": frappe.datetime.add_months(frappe.datetime.nowdate(), -12)
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},
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{
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"fieldname": "to_date",
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"label": __("To Date"),
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"fieldtype": "Date",
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"default": frappe.datetime.nowdate()
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},
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{
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"fieldname": "company",
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"label": __("Company"),
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"fieldtype": "Link",
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"options": "Company"
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},
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{
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"fieldname": "department",
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"label": __("Department"),
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"fieldtype": "Link",
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"options": "Department"
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},
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{
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"fieldname": "designation",
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"label": __("Designation"),
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"fieldtype": "Link",
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"options": "Designation"
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},
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{
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"fieldname": "employee",
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"label": __("Employee"),
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"fieldtype": "Link",
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"options": "Employee"
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},
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{
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"fieldname": "reports_to",
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"label": __("Reports To"),
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"fieldtype": "Link",
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"options": "Employee"
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},
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{
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"fieldname": "interview_status",
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"label": __("Interview Status"),
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"fieldtype": "Select",
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"options": ["", "Pending", "Scheduled", "Completed"]
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},
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{
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"fieldname": "final_decision",
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"label": __("Final Decision"),
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"fieldtype": "Select",
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"options": ["", "Employee Retained", "Exit Confirmed"]
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},
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{
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"fieldname": "exit_interview_pending",
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"label": __("Exit Interview Pending"),
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"fieldtype": "Check"
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},
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{
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"fieldname": "questionnaire_pending",
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"label": __("Exit Questionnaire Pending"),
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"fieldtype": "Check"
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},
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{
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"fieldname": "fnf_pending",
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"label": __("FnF Pending"),
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"fieldtype": "Check"
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}
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]
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};
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33
erpnext/hr/report/employee_exits/employee_exits.json
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erpnext/hr/report/employee_exits/employee_exits.json
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{
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"add_total_row": 0,
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"columns": [],
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"creation": "2021-12-05 19:47:18.332319",
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"disable_prepared_report": 0,
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"disabled": 0,
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"docstatus": 0,
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"doctype": "Report",
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"filters": [],
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"idx": 0,
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"is_standard": "Yes",
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"letter_head": "Test",
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"modified": "2021-12-05 19:47:18.332319",
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"modified_by": "Administrator",
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"module": "HR",
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"name": "Employee Exits",
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"owner": "Administrator",
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"prepared_report": 0,
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"ref_doctype": "Exit Interview",
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"report_name": "Employee Exits",
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"report_type": "Script Report",
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"roles": [
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{
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"role": "System Manager"
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},
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{
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"role": "HR Manager"
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},
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{
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"role": "HR User"
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}
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]
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}
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231
erpnext/hr/report/employee_exits/employee_exits.py
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erpnext/hr/report/employee_exits/employee_exits.py
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# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
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# License: MIT. See LICENSE
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import frappe
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from frappe import _
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from frappe.utils import getdate
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def execute(filters=None):
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columns = get_columns()
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data = get_data(filters)
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chart = get_chart_data(data)
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report_summary = get_report_summary(data)
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return columns, data, None, chart, report_summary
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def get_columns():
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return [
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{
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'label': _('Employee'),
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'fieldname': 'employee',
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'fieldtype': 'Link',
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'options': 'Employee',
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'width': 150
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},
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{
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'label': _('Employee Name'),
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'fieldname': 'employee_name',
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'fieldtype': 'Data',
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'width': 150
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},
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{
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'label': _('Date of Joining'),
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'fieldname': 'date_of_joining',
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'fieldtype': 'Date',
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'width': 100
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},
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{
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'label': _('Relieving Date'),
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'fieldname': 'relieving_date',
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'fieldtype': 'Date',
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'width': 100
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},
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{
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'label': _('Department'),
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'fieldname': 'department',
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'fieldtype': 'Link',
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'options': 'Department',
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'width': 120
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},
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{
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'label': _('Designation'),
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'fieldname': 'designation',
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'fieldtype': 'Link',
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'options': 'Designation',
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'width': 120
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},
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{
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'label': _('Reports To'),
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'fieldname': 'reports_to',
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'fieldtype': 'Link',
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'options': 'Employee',
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'width': 120
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},
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{
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'label': _('Exit Interview'),
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'fieldname': 'exit_interview',
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'fieldtype': 'Link',
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'options': 'Exit Interview',
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'width': 98
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},
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{
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'label': _('Interview Status'),
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'fieldname': 'interview_status',
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'fieldtype': 'Data',
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'width': 98
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},
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{
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'label': _('Final Decision'),
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'fieldname': 'employee_status',
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'fieldtype': 'Data',
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'width': 98
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},
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{
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'label': _('Full and Final Statement'),
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'fieldname': 'full_and_final_statement',
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'fieldtype': 'Link',
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'options': 'Full and Final Statement',
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'width': 150
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}
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]
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def get_data(filters):
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data = []
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employee = frappe.qb.DocType('Employee')
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interview = frappe.qb.DocType('Exit Interview')
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fnf = frappe.qb.DocType('Full and Final Statement')
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query = (
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frappe.qb.from_(employee)
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.left_join(interview).on(interview.employee == employee.name)
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.left_join(fnf).on(fnf.employee == employee.name)
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.select(
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employee.name.as_('employee'), employee.employee_name.as_('employee_name'),
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employee.date_of_joining.as_('date_of_joining'), employee.relieving_date.as_('relieving_date'),
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employee.department.as_('department'), employee.designation.as_('designation'),
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employee.reports_to.as_('reports_to'), interview.name.as_('exit_interview'),
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interview.status.as_('interview_status'), interview.employee_status.as_('employee_status'),
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interview.reference_document_name.as_('questionnaire'), fnf.name.as_('full_and_final_statement')
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).distinct()
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.where(
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((employee.relieving_date.isnotnull()) | (employee.relieving_date != ''))
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& ((interview.name.isnull()) | ((interview.name.isnotnull()) & (interview.docstatus != 2)))
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& ((fnf.name.isnull()) | ((fnf.name.isnotnull()) & (fnf.docstatus != 2)))
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)
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)
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query = get_conditions(filters, query, employee, interview, fnf)
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result = query.run(as_dict=True)
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return result
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def get_conditions(filters, query, employee, interview, fnf):
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if filters.get('from_date') and filters.get('to_date'):
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query = query.where(employee.relieving_date[getdate(filters.get('from_date')):getdate(filters.get('to_date'))])
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elif filters.get('from_date'):
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query = query.where(employee.relieving_date >= filters.get('from_date'))
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elif filters.get('to_date'):
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query = query.where(employee.relieving_date <= filters.get('to_date'))
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if filters.get('company'):
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query = query.where(employee.company == filters.get('company'))
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if filters.get('department'):
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query = query.where(employee.department == filters.get('department'))
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if filters.get('designation'):
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query = query.where(employee.designation == filters.get('designation'))
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if filters.get('employee'):
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query = query.where(employee.name == filters.get('employee'))
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if filters.get('reports_to'):
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query = query.where(employee.reports_to == filters.get('reports_to'))
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if filters.get('interview_status'):
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query = query.where(interview.status == filters.get('interview_status'))
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if filters.get('final_decision'):
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query = query.where(interview.employee_status == filters.get('final_decision'))
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if filters.get('exit_interview_pending'):
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query = query.where((interview.name == '') | (interview.name.isnull()))
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if filters.get('questionnaire_pending'):
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query = query.where((interview.reference_document_name == '') | (interview.reference_document_name.isnull()))
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if filters.get('fnf_pending'):
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query = query.where((fnf.name == '') | (interview.name.isnull()))
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return query
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def get_chart_data(data):
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if not data:
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return None
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retained = 0
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exit_confirmed = 0
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pending = 0
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for entry in data:
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if entry.employee_status == 'Employee Retained':
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retained += 1
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elif entry.employee_status == 'Exit Confirmed':
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exit_confirmed += 1
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else:
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pending += 1
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chart = {
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'data': {
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'labels': [_('Retained'), _('Exit Confirmed'), _('Decision Pending')],
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'datasets': [{'name': _('Employee Status'), 'values': [retained, exit_confirmed, pending]}]
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},
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'type': 'donut',
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'colors': ['green', 'red', 'blue'],
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}
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return chart
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def get_report_summary(data):
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if not data:
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return None
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total_resignations = len(data)
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interviews_pending = len([entry.name for entry in data if not entry.exit_interview])
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fnf_pending = len([entry.name for entry in data if not entry.full_and_final_statement])
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questionnaires_pending = len([entry.name for entry in data if not entry.questionnaire])
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return [
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{
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'value': total_resignations,
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'label': _('Total Resignations'),
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'indicator': 'Red' if total_resignations > 0 else 'Green',
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'datatype': 'Int',
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},
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{
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'value': interviews_pending,
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'label': _('Pending Interviews'),
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'indicator': 'Blue' if interviews_pending > 0 else 'Green',
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'datatype': 'Int',
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},
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{
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'value': fnf_pending,
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'label': _('Pending FnF'),
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'indicator': 'Blue' if fnf_pending > 0 else 'Green',
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'datatype': 'Int',
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},
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{
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'value': questionnaires_pending,
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'label': _('Pending Questionnaires'),
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'indicator': 'Blue' if questionnaires_pending > 0 else 'Green',
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'datatype': 'Int'
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},
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]
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