fix: Employee Onboarding and Separation UX (#29504)

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):

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'),

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
 }

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', '');
+		}
 	}
 });

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
 }

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)))
 

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

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

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