From 36882f3734eecffc94e17b3d9b6669f875ad8654 Mon Sep 17 00:00:00 2001 From: Rucha Mahabal Date: Sat, 29 Jan 2022 15:27:36 +0530 Subject: [PATCH] fix: Employee Onboarding and Separation UX (#29504) --- .../employee_boarding_controller.py | 8 ++++++-- .../hr/doctype/employee/employee_dashboard.py | 2 +- .../employee_boarding_activity.json | 4 +++- .../employee_onboarding.js | 20 +++++++++++++------ .../employee_onboarding.json | 8 +++++++- .../employee_onboarding.py | 7 ++++++- erpnext/hr/doctype/job_offer/job_offer.py | 1 + erpnext/projects/doctype/project/project.json | 10 ++++++---- erpnext/projects/doctype/task/task.json | 6 ++++-- 9 files changed, 48 insertions(+), 18 deletions(-) diff --git a/erpnext/controllers/employee_boarding_controller.py b/erpnext/controllers/employee_boarding_controller.py index b8dc92efde..ae2c73758c 100644 --- a/erpnext/controllers/employee_boarding_controller.py +++ b/erpnext/controllers/employee_boarding_controller.py @@ -132,13 +132,17 @@ class EmployeeBoardingController(Document): def on_cancel(self): # delete task project - for task in frappe.get_all('Task', filters={'project': self.project}): + project = self.project + for task in frappe.get_all('Task', filters={'project': project}): frappe.delete_doc('Task', task.name, force=1) - frappe.delete_doc('Project', self.project, force=1) + frappe.delete_doc('Project', project, force=1) self.db_set('project', '') for activity in self.activities: activity.db_set('task', '') + frappe.msgprint(_('Linked Project {} and Tasks deleted.').format( + project), alert=True, indicator='blue') + @frappe.whitelist() def get_onboarding_details(parent, parenttype): diff --git a/erpnext/hr/doctype/employee/employee_dashboard.py b/erpnext/hr/doctype/employee/employee_dashboard.py index a1247d9eb1..fb62b0414d 100644 --- a/erpnext/hr/doctype/employee/employee_dashboard.py +++ b/erpnext/hr/doctype/employee/employee_dashboard.py @@ -21,7 +21,7 @@ def get_data(): }, { 'label': _('Lifecycle'), - 'items': ['Employee Transfer', 'Employee Promotion', 'Employee Grievance'] + 'items': ['Employee Onboarding', 'Employee Transfer', 'Employee Promotion', 'Employee Grievance'] }, { 'label': _('Exit'), diff --git a/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json b/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json index 044a5a9886..8474bd09d5 100644 --- a/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json +++ b/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json @@ -62,6 +62,7 @@ }, { "default": "0", + "depends_on": "eval:['Employee Onboarding', 'Employee Onboarding Template'].includes(doc.parenttype)", "description": "Applicable in the case of Employee Onboarding", "fieldname": "required_for_employee_creation", "fieldtype": "Check", @@ -93,7 +94,7 @@ ], "istable": 1, "links": [], - "modified": "2021-07-30 15:55:22.470102", + "modified": "2022-01-29 14:05:00.543122", "modified_by": "Administrator", "module": "HR", "name": "Employee Boarding Activity", @@ -102,5 +103,6 @@ "quick_entry": 1, "sort_field": "modified", "sort_order": "DESC", + "states": [], "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js index 5d1a024ebb..6fbb54d002 100644 --- a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js +++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js @@ -3,12 +3,6 @@ frappe.ui.form.on('Employee Onboarding', { setup: function(frm) { - frm.add_fetch("employee_onboarding_template", "company", "company"); - frm.add_fetch("employee_onboarding_template", "department", "department"); - frm.add_fetch("employee_onboarding_template", "designation", "designation"); - frm.add_fetch("employee_onboarding_template", "employee_grade", "employee_grade"); - - frm.set_query("job_applicant", function () { return { filters:{ @@ -71,5 +65,19 @@ frappe.ui.form.on('Employee Onboarding', { } }); } + }, + + job_applicant: function(frm) { + if (frm.doc.job_applicant) { + frappe.db.get_value('Employee', {'job_applicant': frm.doc.job_applicant}, 'name', (r) => { + if (r.name) { + frm.set_value('employee', r.name); + } else { + frm.set_value('employee', ''); + } + }); + } else { + frm.set_value('employee', ''); + } } }); diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json index fd877a68d8..1d2ea0c669 100644 --- a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json +++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json @@ -92,6 +92,7 @@ "options": "Employee Onboarding Template" }, { + "fetch_from": "employee_onboarding_template.company", "fieldname": "company", "fieldtype": "Link", "label": "Company", @@ -99,6 +100,7 @@ "reqd": 1 }, { + "fetch_from": "employee_onboarding_template.department", "fieldname": "department", "fieldtype": "Link", "in_list_view": 1, @@ -106,6 +108,7 @@ "options": "Department" }, { + "fetch_from": "employee_onboarding_template.designation", "fieldname": "designation", "fieldtype": "Link", "in_list_view": 1, @@ -113,6 +116,7 @@ "options": "Designation" }, { + "fetch_from": "employee_onboarding_template.employee_grade", "fieldname": "employee_grade", "fieldtype": "Link", "label": "Employee Grade", @@ -170,10 +174,11 @@ ], "is_submittable": 1, "links": [], - "modified": "2021-07-30 14:55:04.560683", + "modified": "2022-01-29 12:33:57.120384", "modified_by": "Administrator", "module": "HR", "name": "Employee Onboarding", + "naming_rule": "Expression (old style)", "owner": "Administrator", "permissions": [ { @@ -194,6 +199,7 @@ ], "sort_field": "modified", "sort_order": "DESC", + "states": [], "title_field": "employee_name", "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py index eba2a03193..a0939a847b 100644 --- a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py +++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py @@ -14,10 +14,15 @@ class IncompleteTaskError(frappe.ValidationError): pass class EmployeeOnboarding(EmployeeBoardingController): def validate(self): super(EmployeeOnboarding, self).validate() + self.set_employee() self.validate_duplicate_employee_onboarding() + def set_employee(self): + if not self.employee: + self.employee = frappe.db.get_value('Employee', {'job_applicant': self.job_applicant}, 'name') + def validate_duplicate_employee_onboarding(self): - emp_onboarding = frappe.db.exists("Employee Onboarding", {"job_applicant": self.job_applicant}) + emp_onboarding = frappe.db.exists("Employee Onboarding", {"job_applicant": self.job_applicant, "docstatus": ("!=", 2)}) if emp_onboarding and emp_onboarding != self.name: frappe.throw(_("Employee Onboarding: {0} already exists for Job Applicant: {1}").format(frappe.bold(emp_onboarding), frappe.bold(self.job_applicant))) diff --git a/erpnext/hr/doctype/job_offer/job_offer.py b/erpnext/hr/doctype/job_offer/job_offer.py index 39f471929b..072fc73271 100644 --- a/erpnext/hr/doctype/job_offer/job_offer.py +++ b/erpnext/hr/doctype/job_offer/job_offer.py @@ -78,6 +78,7 @@ def make_employee(source_name, target_doc=None): "doctype": "Employee", "field_map": { "applicant_name": "employee_name", + "offer_date": "scheduled_confirmation_date" }} }, target_doc, set_missing_values) return doc diff --git a/erpnext/projects/doctype/project/project.json b/erpnext/projects/doctype/project/project.json index 2570df7026..1cda0a08c4 100644 --- a/erpnext/projects/doctype/project/project.json +++ b/erpnext/projects/doctype/project/project.json @@ -235,13 +235,13 @@ { "fieldname": "actual_start_date", "fieldtype": "Data", - "label": "Actual Start Date", + "label": "Actual Start Date (via Time Sheet)", "read_only": 1 }, { "fieldname": "actual_time", "fieldtype": "Float", - "label": "Actual Time (in Hours)", + "label": "Actual Time (in Hours via Time Sheet)", "read_only": 1 }, { @@ -251,7 +251,7 @@ { "fieldname": "actual_end_date", "fieldtype": "Date", - "label": "Actual End Date", + "label": "Actual End Date (via Time Sheet)", "oldfieldname": "act_completion_date", "oldfieldtype": "Date", "read_only": 1 @@ -458,10 +458,11 @@ "index_web_pages_for_search": 1, "links": [], "max_attachments": 4, - "modified": "2021-04-28 16:36:11.654632", + "modified": "2022-01-29 13:58:27.712714", "modified_by": "Administrator", "module": "Projects", "name": "Project", + "naming_rule": "By \"Naming Series\" field", "owner": "Administrator", "permissions": [ { @@ -499,6 +500,7 @@ "show_name_in_global_search": 1, "sort_field": "modified", "sort_order": "DESC", + "states": [], "timeline_field": "customer", "title_field": "project_name", "track_seen": 1 diff --git a/erpnext/projects/doctype/task/task.json b/erpnext/projects/doctype/task/task.json index ef4740d9ee..81822085a5 100644 --- a/erpnext/projects/doctype/task/task.json +++ b/erpnext/projects/doctype/task/task.json @@ -249,7 +249,7 @@ { "fieldname": "actual_time", "fieldtype": "Float", - "label": "Actual Time (in hours)", + "label": "Actual Time (in Hours via Time Sheet)", "read_only": 1 }, { @@ -397,10 +397,11 @@ "is_tree": 1, "links": [], "max_attachments": 5, - "modified": "2021-04-16 12:46:51.556741", + "modified": "2022-01-29 13:58:47.005241", "modified_by": "Administrator", "module": "Projects", "name": "Task", + "naming_rule": "Expression (old style)", "nsm_parent_field": "parent_task", "owner": "Administrator", "permissions": [ @@ -421,6 +422,7 @@ "show_preview_popup": 1, "sort_field": "modified", "sort_order": "DESC", + "states": [], "timeline_field": "project", "title_field": "subject", "track_seen": 1