feat(HR): Exit Interview and Employee Exits Report (#28741)
* feat: Exit Interview * feat: sending Exit Questionnaire * feat: add default Exit Questionnaire email template * feat: track status and final decision (Retained/Exit Confirmed) * fix: make Exit Interview submittable * feat: bulk questionnaire sending * feat: update Exit Interview date in employee master on submission * feat: Employee Exits report * chore: update HR workspace * feat: default Notification - a day before Exit Interview * fix: email summary * fix: show Exit Questionnaire button only to the users with write access - fix linter issues * test: Exit Interview * chore: fix report column widths * test: Employee Exits Report * fix: tests and sider issues * fix: missing import * fix: tests - specify sorting order in employee exits query - rollback after work order tests
This commit is contained in:
Rucha Mahabal
GitHub
commit
6fa66a4d81
@ -21,7 +21,11 @@ def get_data():
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},
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{
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'label': _('Lifecycle'),
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'items': ['Employee Transfer', 'Employee Promotion', 'Employee Separation', 'Employee Grievance']
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'items': ['Employee Transfer', 'Employee Promotion', 'Employee Grievance']
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},
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{
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'label': _('Exit'),
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'items': ['Employee Separation', 'Exit Interview', 'Full and Final Statement']
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},
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{
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'label': _('Shift'),
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0
erpnext/hr/doctype/exit_interview/__init__.py
Normal file
0
erpnext/hr/doctype/exit_interview/__init__.py
Normal file
38
erpnext/hr/doctype/exit_interview/exit_interview.js
Normal file
38
erpnext/hr/doctype/exit_interview/exit_interview.js
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@ -0,0 +1,38 @@
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// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on('Exit Interview', {
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refresh: function(frm) {
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if (!frm.doc.__islocal && !frm.doc.questionnaire_email_sent && frappe.boot.user.can_write.includes('Exit Interview')) {
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frm.add_custom_button(__('Send Exit Questionnaire'), function () {
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frm.trigger('send_exit_questionnaire');
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});
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}
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},
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employee: function(frm) {
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frappe.db.get_value('Employee', frm.doc.employee, 'relieving_date', (message) => {
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if (!message.relieving_date) {
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frappe.throw({
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message: __('Please set the relieving date for employee {0}',
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['<a href="/app/employee/' + frm.doc.employee +'">' + frm.doc.employee + '</a>']),
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title: __('Relieving Date Missing')
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});
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}
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});
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},
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send_exit_questionnaire: function(frm) {
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frappe.call({
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method: 'erpnext.hr.doctype.exit_interview.exit_interview.send_exit_questionnaire',
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args: {
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'interviews': [frm.doc]
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},
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callback: function(r) {
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if (!r.exc) {
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frm.refresh_field('questionnaire_email_sent');
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}
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}
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});
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}
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});
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246
erpnext/hr/doctype/exit_interview/exit_interview.json
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246
erpnext/hr/doctype/exit_interview/exit_interview.json
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@ -0,0 +1,246 @@
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{
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"actions": [],
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"allow_rename": 1,
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"autoname": "naming_series:",
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"creation": "2021-12-05 13:56:36.241690",
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"doctype": "DocType",
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"editable_grid": 1,
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"email_append_to": 1,
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"engine": "InnoDB",
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"field_order": [
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"naming_series",
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"employee",
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"employee_name",
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"email",
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"column_break_5",
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"company",
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"status",
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"date",
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"employee_details_section",
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"department",
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"designation",
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"reports_to",
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"column_break_9",
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"date_of_joining",
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"relieving_date",
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"exit_questionnaire_section",
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"ref_doctype",
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"questionnaire_email_sent",
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"column_break_10",
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"reference_document_name",
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"interview_summary_section",
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"interviewers",
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"interview_summary",
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"employee_status_section",
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"employee_status",
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"amended_from"
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],
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"fields": [
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{
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"fieldname": "employee",
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"fieldtype": "Link",
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"in_list_view": 1,
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"in_standard_filter": 1,
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"label": "Employee",
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"options": "Employee",
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"reqd": 1
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},
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{
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"fetch_from": "employee.employee_name",
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"fieldname": "employee_name",
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"fieldtype": "Data",
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"label": "Employee Name",
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"read_only": 1
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},
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{
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"fetch_from": "employee.department",
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"fieldname": "department",
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"fieldtype": "Link",
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"label": "Department",
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"options": "Department",
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"read_only": 1
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},
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{
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"fetch_from": "employee.relieving_date",
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"fieldname": "relieving_date",
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"fieldtype": "Date",
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"in_list_view": 1,
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"in_standard_filter": 1,
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"label": "Relieving Date",
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"read_only": 1
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},
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{
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"fieldname": "column_break_5",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "company",
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"fieldtype": "Link",
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"in_standard_filter": 1,
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"label": "Company",
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"options": "Company",
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"reqd": 1
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},
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{
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"fieldname": "date",
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"fieldtype": "Date",
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"in_list_view": 1,
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"in_standard_filter": 1,
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"label": "Date",
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"mandatory_depends_on": "eval:doc.status==='Scheduled';"
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},
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{
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"fieldname": "exit_questionnaire_section",
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"fieldtype": "Section Break",
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"label": "Exit Questionnaire"
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},
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{
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"fieldname": "ref_doctype",
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"fieldtype": "Link",
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"label": "Reference Document Type",
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"options": "DocType"
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},
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{
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"fieldname": "reference_document_name",
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"fieldtype": "Dynamic Link",
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"in_list_view": 1,
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"label": "Reference Document Name",
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"options": "ref_doctype"
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},
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{
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"fieldname": "interview_summary_section",
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"fieldtype": "Section Break",
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"label": "Interview Details"
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},
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{
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"fieldname": "column_break_10",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "interviewers",
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"fieldtype": "Table MultiSelect",
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"label": "Interviewers",
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"mandatory_depends_on": "eval:doc.status==='Scheduled';",
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"options": "Interviewer"
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},
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{
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"fetch_from": "employee.date_of_joining",
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"fieldname": "date_of_joining",
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"fieldtype": "Date",
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"label": "Date of Joining",
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"read_only": 1
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},
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{
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"fetch_from": "employee.reports_to",
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"fieldname": "reports_to",
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"fieldtype": "Link",
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"in_standard_filter": 1,
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"label": "Reports To",
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"options": "Employee",
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"read_only": 1
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},
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{
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"fieldname": "employee_details_section",
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"fieldtype": "Section Break",
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"label": "Employee Details"
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},
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{
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"fetch_from": "employee.designation",
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"fieldname": "designation",
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"fieldtype": "Link",
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"label": "Designation",
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"options": "Designation",
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"read_only": 1
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},
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{
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"fieldname": "column_break_9",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "naming_series",
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"fieldtype": "Select",
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"label": "Naming Series",
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"options": "HR-EXIT-INT-"
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},
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{
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"default": "0",
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"fieldname": "questionnaire_email_sent",
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"fieldtype": "Check",
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"in_standard_filter": 1,
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"label": "Questionnaire Email Sent",
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"no_copy": 1,
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"read_only": 1
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},
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{
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"fieldname": "email",
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"fieldtype": "Data",
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"label": "Email ID",
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"options": "Email",
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"read_only": 1
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},
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{
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"fieldname": "status",
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"fieldtype": "Select",
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"in_list_view": 1,
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"in_standard_filter": 1,
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"label": "Status",
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"options": "Pending\nScheduled\nCompleted\nCancelled",
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"reqd": 1
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},
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{
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"fieldname": "employee_status_section",
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"fieldtype": "Section Break"
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},
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{
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"fieldname": "employee_status",
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"fieldtype": "Select",
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"in_list_view": 1,
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"in_standard_filter": 1,
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"label": "Final Decision",
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"mandatory_depends_on": "eval:doc.status==='Completed';",
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"options": "\nEmployee Retained\nExit Confirmed"
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},
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{
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"fieldname": "amended_from",
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"fieldtype": "Link",
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"label": "Amended From",
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"no_copy": 1,
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"options": "Exit Interview",
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"print_hide": 1,
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"read_only": 1
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},
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{
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"fieldname": "interview_summary",
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"fieldtype": "Text Editor",
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"label": "Interview Summary"
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}
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],
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"index_web_pages_for_search": 1,
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"is_submittable": 1,
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"links": [],
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"modified": "2021-12-07 23:39:22.645401",
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"modified_by": "Administrator",
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"module": "HR",
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"name": "Exit Interview",
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"naming_rule": "By \"Naming Series\" field",
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"owner": "Administrator",
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"permissions": [
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "System Manager",
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"share": 1,
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"write": 1
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}
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],
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"sender_field": "email",
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"sort_field": "modified",
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"sort_order": "DESC",
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"title_field": "employee_name",
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"track_changes": 1
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}
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131
erpnext/hr/doctype/exit_interview/exit_interview.py
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131
erpnext/hr/doctype/exit_interview/exit_interview.py
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@ -0,0 +1,131 @@
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# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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import frappe
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from frappe import _
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from frappe.model.document import Document
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from frappe.utils import get_link_to_form
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from erpnext.hr.doctype.employee.employee import get_employee_email
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class ExitInterview(Document):
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def validate(self):
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self.validate_relieving_date()
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self.validate_duplicate_interview()
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self.set_employee_email()
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def validate_relieving_date(self):
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if not frappe.db.get_value('Employee', self.employee, 'relieving_date'):
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frappe.throw(_('Please set the relieving date for employee {0}').format(
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get_link_to_form('Employee', self.employee)),
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title=_('Relieving Date Missing'))
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def validate_duplicate_interview(self):
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doc = frappe.db.exists('Exit Interview', {
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'employee': self.employee,
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'name': ('!=', self.name),
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'docstatus': ('!=', 2)
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})
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if doc:
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frappe.throw(_('Exit Interview {0} already exists for Employee: {1}').format(
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get_link_to_form('Exit Interview', doc), frappe.bold(self.employee)),
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frappe.DuplicateEntryError)
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def set_employee_email(self):
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employee = frappe.get_doc('Employee', self.employee)
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self.email = get_employee_email(employee)
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def on_submit(self):
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if self.status != 'Completed':
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frappe.throw(_('Only Completed documents can be submitted'))
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self.update_interview_date_in_employee()
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def on_cancel(self):
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self.update_interview_date_in_employee()
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self.db_set('status', 'Cancelled')
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def update_interview_date_in_employee(self):
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if self.docstatus == 1:
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frappe.db.set_value('Employee', self.employee, 'held_on', self.date)
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elif self.docstatus == 2:
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frappe.db.set_value('Employee', self.employee, 'held_on', None)
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@frappe.whitelist()
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def send_exit_questionnaire(interviews):
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interviews = get_interviews(interviews)
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validate_questionnaire_settings()
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email_success = []
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email_failure = []
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for exit_interview in interviews:
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interview = frappe.get_doc('Exit Interview', exit_interview.get('name'))
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if interview.get('questionnaire_email_sent'):
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continue
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employee = frappe.get_doc('Employee', interview.employee)
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email = get_employee_email(employee)
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context = interview.as_dict()
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context.update(employee.as_dict())
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template_name = frappe.db.get_single_value('HR Settings', 'exit_questionnaire_notification_template')
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template = frappe.get_doc('Email Template', template_name)
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if email:
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frappe.sendmail(
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recipients=email,
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subject=template.subject,
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message=frappe.render_template(template.response, context),
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reference_doctype=interview.doctype,
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reference_name=interview.name
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)
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interview.db_set('questionnaire_email_sent', True)
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interview.notify_update()
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email_success.append(email)
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else:
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email_failure.append(get_link_to_form('Employee', employee.name))
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show_email_summary(email_success, email_failure)
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def get_interviews(interviews):
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import json
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if isinstance(interviews, str):
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interviews = json.loads(interviews)
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if not len(interviews):
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frappe.throw(_('Atleast one interview has to be selected.'))
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return interviews
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def validate_questionnaire_settings():
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settings = frappe.db.get_value('HR Settings', 'HR Settings',
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['exit_questionnaire_web_form', 'exit_questionnaire_notification_template'], as_dict=True)
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if not settings.exit_questionnaire_web_form or not settings.exit_questionnaire_notification_template:
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frappe.throw(
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_('Please set {0} and {1} in {2}.').format(
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frappe.bold('Exit Questionnaire Web Form'),
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frappe.bold('Notification Template'),
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get_link_to_form('HR Settings', 'HR Settings')),
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title=_('Settings Missing')
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)
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def show_email_summary(email_success, email_failure):
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message = ''
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if email_success:
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message += _('{0}: {1}').format(
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frappe.bold('Sent Successfully'), ', '.join(email_success))
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if message and email_failure:
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message += '<br><br>'
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if email_failure:
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message += _('{0} due to missing email information for employee(s): {1}').format(
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frappe.bold('Sending Failed'), ', '.join(email_failure))
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frappe.msgprint(message, title=_('Exit Questionnaire'), indicator='blue', is_minimizable=True, wide=True)
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27
erpnext/hr/doctype/exit_interview/exit_interview_list.js
Normal file
27
erpnext/hr/doctype/exit_interview/exit_interview_list.js
Normal file
@ -0,0 +1,27 @@
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frappe.listview_settings['Exit Interview'] = {
|
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has_indicator_for_draft: 1,
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get_indicator: function(doc) {
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let status_color = {
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'Pending': 'orange',
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'Scheduled': 'yellow',
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'Completed': 'green',
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'Cancelled': 'red',
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};
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return [__(doc.status), status_color[doc.status], 'status,=,'+doc.status];
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},
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|
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onload: function(listview) {
|
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if (frappe.boot.user.can_write.includes('Exit Interview')) {
|
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listview.page.add_action_item(__('Send Exit Questionnaires'), function() {
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const interviews = listview.get_checked_items();
|
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frappe.call({
|
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method: 'erpnext.hr.doctype.exit_interview.exit_interview.send_exit_questionnaire',
|
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freeze: true,
|
||||
args: {
|
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'interviews': interviews
|
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}
|
||||
});
|
||||
});
|
||||
}
|
||||
}
|
||||
};
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@ -0,0 +1,16 @@
|
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<h2>Exit Questionnaire</h2>
|
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<br>
|
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|
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<p>
|
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Dear {{ employee_name }},
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<br><br>
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|
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Thank you for the contribution you have made during your time at {{ company }}. We value your opinion and welcome the feedback on your experience working with us.
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Request you to take out a few minutes to fill up this Exit Questionnaire.
|
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|
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{% set web_form = frappe.db.get_value('HR Settings', 'HR Settings', 'exit_questionnaire_web_form') %}
|
||||
{% set web_form_link = frappe.utils.get_url(uri=frappe.db.get_value('Web Form', web_form, 'route')) %}
|
||||
|
||||
<br><br>
|
||||
<a class="btn btn-primary" href="{{ web_form_link }}" target="_blank">{{ _('Submit Now') }}</a>
|
||||
</p>
|
||||
118
erpnext/hr/doctype/exit_interview/test_exit_interview.py
Normal file
118
erpnext/hr/doctype/exit_interview/test_exit_interview.py
Normal file
@ -0,0 +1,118 @@
|
||||
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
|
||||
import os
|
||||
import unittest
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.core.doctype.user_permission.test_user_permission import create_user
|
||||
from frappe.tests.test_webform import create_custom_doctype, create_webform
|
||||
from frappe.utils import getdate
|
||||
|
||||
from erpnext.hr.doctype.employee.test_employee import make_employee
|
||||
from erpnext.hr.doctype.exit_interview.exit_interview import send_exit_questionnaire
|
||||
|
||||
|
||||
class TestExitInterview(unittest.TestCase):
|
||||
def setUp(self):
|
||||
frappe.db.sql('delete from `tabExit Interview`')
|
||||
|
||||
def test_duplicate_interview(self):
|
||||
employee = make_employee('employeeexit1@example.com')
|
||||
frappe.db.set_value('Employee', employee, 'relieving_date', getdate())
|
||||
interview = create_exit_interview(employee)
|
||||
|
||||
doc = frappe.copy_doc(interview)
|
||||
self.assertRaises(frappe.DuplicateEntryError, doc.save)
|
||||
|
||||
def test_relieving_date_validation(self):
|
||||
employee = make_employee('employeeexit2@example.com')
|
||||
# unset relieving date
|
||||
frappe.db.set_value('Employee', employee, 'relieving_date', None)
|
||||
|
||||
interview = create_exit_interview(employee, save=False)
|
||||
self.assertRaises(frappe.ValidationError, interview.save)
|
||||
|
||||
# set relieving date
|
||||
frappe.db.set_value('Employee', employee, 'relieving_date', getdate())
|
||||
interview = create_exit_interview(employee)
|
||||
self.assertTrue(interview.name)
|
||||
|
||||
def test_interview_date_updated_in_employee_master(self):
|
||||
employee = make_employee('employeeexit3@example.com')
|
||||
frappe.db.set_value('Employee', employee, 'relieving_date', getdate())
|
||||
|
||||
interview = create_exit_interview(employee)
|
||||
interview.status = 'Completed'
|
||||
interview.employee_status = 'Exit Confirmed'
|
||||
|
||||
# exit interview date updated on submit
|
||||
interview.submit()
|
||||
self.assertEqual(frappe.db.get_value('Employee', employee, 'held_on'), interview.date)
|
||||
|
||||
# exit interview reset on cancel
|
||||
interview.reload()
|
||||
interview.cancel()
|
||||
self.assertEqual(frappe.db.get_value('Employee', employee, 'held_on'), None)
|
||||
|
||||
def test_send_exit_questionnaire(self):
|
||||
create_custom_doctype()
|
||||
create_webform()
|
||||
template = create_notification_template()
|
||||
|
||||
webform = frappe.db.get_all('Web Form', limit=1)
|
||||
frappe.db.set_value('HR Settings', 'HR Settings', {
|
||||
'exit_questionnaire_web_form': webform[0].name,
|
||||
'exit_questionnaire_notification_template': template
|
||||
})
|
||||
|
||||
employee = make_employee('employeeexit3@example.com')
|
||||
frappe.db.set_value('Employee', employee, 'relieving_date', getdate())
|
||||
|
||||
interview = create_exit_interview(employee)
|
||||
send_exit_questionnaire([interview])
|
||||
|
||||
email_queue = frappe.db.get_all('Email Queue', ['name', 'message'], limit=1)
|
||||
self.assertTrue('Subject: Exit Questionnaire Notification' in email_queue[0].message)
|
||||
|
||||
def tearDown(self):
|
||||
frappe.db.rollback()
|
||||
|
||||
|
||||
def create_exit_interview(employee, save=True):
|
||||
interviewer = create_user('test_exit_interviewer@example.com')
|
||||
|
||||
doc = frappe.get_doc({
|
||||
'doctype': 'Exit Interview',
|
||||
'employee': employee,
|
||||
'company': '_Test Company',
|
||||
'status': 'Pending',
|
||||
'date': getdate(),
|
||||
'interviewers': [{
|
||||
'interviewer': interviewer.name
|
||||
}],
|
||||
'interview_summary': 'Test'
|
||||
})
|
||||
|
||||
if save:
|
||||
return doc.insert()
|
||||
return doc
|
||||
|
||||
|
||||
def create_notification_template():
|
||||
template = frappe.db.exists('Email Template', _('Exit Questionnaire Notification'))
|
||||
if not template:
|
||||
base_path = frappe.get_app_path('erpnext', 'hr', 'doctype')
|
||||
response = frappe.read_file(os.path.join(base_path, 'exit_interview/exit_questionnaire_notification_template.html'))
|
||||
|
||||
template = frappe.get_doc({
|
||||
'doctype': 'Email Template',
|
||||
'name': _('Exit Questionnaire Notification'),
|
||||
'response': response,
|
||||
'subject': _('Exit Questionnaire Notification'),
|
||||
'owner': frappe.session.user,
|
||||
}).insert(ignore_permissions=True)
|
||||
template = template.name
|
||||
|
||||
return template
|
||||
@ -36,7 +36,11 @@
|
||||
"remind_before",
|
||||
"column_break_4",
|
||||
"send_interview_feedback_reminder",
|
||||
"feedback_reminder_notification_template"
|
||||
"feedback_reminder_notification_template",
|
||||
"employee_exit_section",
|
||||
"exit_questionnaire_web_form",
|
||||
"column_break_34",
|
||||
"exit_questionnaire_notification_template"
|
||||
],
|
||||
"fields": [
|
||||
{
|
||||
@ -226,13 +230,34 @@
|
||||
"fieldname": "check_vacancies",
|
||||
"fieldtype": "Check",
|
||||
"label": "Check Vacancies On Job Offer Creation"
|
||||
},
|
||||
{
|
||||
"fieldname": "employee_exit_section",
|
||||
"fieldtype": "Section Break",
|
||||
"label": "Employee Exit Settings"
|
||||
},
|
||||
{
|
||||
"fieldname": "exit_questionnaire_web_form",
|
||||
"fieldtype": "Link",
|
||||
"label": "Exit Questionnaire Web Form",
|
||||
"options": "Web Form"
|
||||
},
|
||||
{
|
||||
"fieldname": "exit_questionnaire_notification_template",
|
||||
"fieldtype": "Link",
|
||||
"label": "Exit Questionnaire Notification Template",
|
||||
"options": "Email Template"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_34",
|
||||
"fieldtype": "Column Break"
|
||||
}
|
||||
],
|
||||
"icon": "fa fa-cog",
|
||||
"idx": 1,
|
||||
"issingle": 1,
|
||||
"links": [],
|
||||
"modified": "2021-10-01 23:46:11.098236",
|
||||
"modified": "2021-12-05 14:48:10.884253",
|
||||
"modified_by": "Administrator",
|
||||
"module": "HR",
|
||||
"name": "HR Settings",
|
||||
|
||||
@ -0,0 +1,29 @@
|
||||
{
|
||||
"attach_print": 0,
|
||||
"channel": "Email",
|
||||
"condition": "doc.date and doc.email and doc.docstatus != 2 and doc.status == 'Scheduled'",
|
||||
"creation": "2021-12-05 22:11:47.263933",
|
||||
"date_changed": "date",
|
||||
"days_in_advance": 1,
|
||||
"docstatus": 0,
|
||||
"doctype": "Notification",
|
||||
"document_type": "Exit Interview",
|
||||
"enabled": 1,
|
||||
"event": "Days Before",
|
||||
"idx": 0,
|
||||
"is_standard": 1,
|
||||
"message": "<table class=\"panel-header\" border=\"0\" cellpadding=\"0\" cellspacing=\"0\" width=\"100%\">\n\t<tr height=\"10\"></tr>\n\t<tr>\n\t\t<td width=\"15\"></td>\n\t\t<td>\n\t\t\t<div class=\"text-medium text-muted\">\n\t\t\t\t<span>{{_(\"Exit Interview Scheduled:\")}} {{ doc.name }}</span>\n\t\t\t</div>\n\t\t</td>\n\t\t<td width=\"15\"></td>\n\t</tr>\n\t<tr height=\"10\"></tr>\n</table>\n\n<table class=\"panel-body\" border=\"0\" cellpadding=\"0\" cellspacing=\"0\" width=\"100%\">\n\t<tr height=\"10\"></tr>\n\t<tr>\n\t\t<td width=\"15\"></td>\n\t\t<td>\n\t\t\t<div>\n\t\t\t\t<ul class=\"list-unstyled\" style=\"line-height: 1.7\">\n\t\t\t\t\t<li>{{_(\"Employee\")}}: <b>{{ doc.employee }} - {{ doc.employee_name }}</b></li>\n\t\t\t\t\t<li>{{_(\"Date\")}}: <b>{{ doc.date }}</b></li>\n\t\t\t\t\t<li> {{_(\"Interviewers\")}}: </li>\n\t\t\t\t\t{% for entry in doc.interviewers %}\n\t\t\t\t\t\t<ul>\n\t\t\t\t\t\t\t<li>{{ entry.user }}</li>\n\t\t\t\t\t\t</ul>\n\t\t\t\t\t{% endfor %}\n\t\t\t\t\t<li>{{ _(\"Interview Document\") }}: {{ frappe.utils.get_link_to_form(doc.doctype, doc.name) }}</li>\n\t\t\t\t</ul>\n\t\t\t</div>\n\t\t</td>\n\t\t<td width=\"15\"></td>\n\t</tr>\n\t<tr height=\"10\"></tr>\n</table>\n",
|
||||
"modified": "2021-12-05 22:26:57.096159",
|
||||
"modified_by": "Administrator",
|
||||
"module": "HR",
|
||||
"name": "Exit Interview Scheduled",
|
||||
"owner": "Administrator",
|
||||
"recipients": [
|
||||
{
|
||||
"receiver_by_document_field": "email"
|
||||
}
|
||||
],
|
||||
"send_system_notification": 0,
|
||||
"send_to_all_assignees": 1,
|
||||
"subject": "Exit Interview Scheduled: {{ doc.name }}"
|
||||
}
|
||||
@ -0,0 +1,37 @@
|
||||
<table class="panel-header" border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr height="10"></tr>
|
||||
<tr>
|
||||
<td width="15"></td>
|
||||
<td>
|
||||
<div class="text-medium text-muted">
|
||||
<h2>{{_("Exit Interview Scheduled:")}} {{ doc.name }}</h2>
|
||||
</div>
|
||||
</td>
|
||||
<td width="15"></td>
|
||||
</tr>
|
||||
<tr height="10"></tr>
|
||||
</table>
|
||||
|
||||
<table class="panel-body" border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr height="10"></tr>
|
||||
<tr>
|
||||
<td width="15"></td>
|
||||
<td>
|
||||
<div>
|
||||
<ul class="list-unstyled" style="line-height: 1.7">
|
||||
<li><b>{{_("Employee")}}: </b>{{ doc.employee }} - {{ doc.employee_name }}</li>
|
||||
<li><b>{{_("Date")}}: </b>{{ frappe.utils.formatdate(doc.date) }}</li>
|
||||
<li><b>{{_("Interviewers")}}:</b> </li>
|
||||
{% for entry in doc.interviewers %}
|
||||
<ul>
|
||||
<li>{{ entry.user }}</li>
|
||||
</ul>
|
||||
{% endfor %}
|
||||
<li><b>{{ _("Interview Document") }}:</b> {{ frappe.utils.get_link_to_form(doc.doctype, doc.name) }}</li>
|
||||
</ul>
|
||||
</div>
|
||||
</td>
|
||||
<td width="15"></td>
|
||||
</tr>
|
||||
<tr height="10"></tr>
|
||||
</table>
|
||||
@ -0,0 +1,6 @@
|
||||
# import frappe
|
||||
|
||||
|
||||
def get_context(context):
|
||||
# do your magic here
|
||||
pass
|
||||
0
erpnext/hr/report/employee_exits/__init__.py
Normal file
0
erpnext/hr/report/employee_exits/__init__.py
Normal file
77
erpnext/hr/report/employee_exits/employee_exits.js
Normal file
77
erpnext/hr/report/employee_exits/employee_exits.js
Normal file
@ -0,0 +1,77 @@
|
||||
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
/* eslint-disable */
|
||||
|
||||
frappe.query_reports["Employee Exits"] = {
|
||||
filters: [
|
||||
{
|
||||
"fieldname": "from_date",
|
||||
"label": __("From Date"),
|
||||
"fieldtype": "Date",
|
||||
"default": frappe.datetime.add_months(frappe.datetime.nowdate(), -12)
|
||||
},
|
||||
{
|
||||
"fieldname": "to_date",
|
||||
"label": __("To Date"),
|
||||
"fieldtype": "Date",
|
||||
"default": frappe.datetime.nowdate()
|
||||
},
|
||||
{
|
||||
"fieldname": "company",
|
||||
"label": __("Company"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Company"
|
||||
},
|
||||
{
|
||||
"fieldname": "department",
|
||||
"label": __("Department"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Department"
|
||||
},
|
||||
{
|
||||
"fieldname": "designation",
|
||||
"label": __("Designation"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Designation"
|
||||
},
|
||||
{
|
||||
"fieldname": "employee",
|
||||
"label": __("Employee"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Employee"
|
||||
},
|
||||
{
|
||||
"fieldname": "reports_to",
|
||||
"label": __("Reports To"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Employee"
|
||||
},
|
||||
{
|
||||
"fieldname": "interview_status",
|
||||
"label": __("Interview Status"),
|
||||
"fieldtype": "Select",
|
||||
"options": ["", "Pending", "Scheduled", "Completed"]
|
||||
},
|
||||
{
|
||||
"fieldname": "final_decision",
|
||||
"label": __("Final Decision"),
|
||||
"fieldtype": "Select",
|
||||
"options": ["", "Employee Retained", "Exit Confirmed"]
|
||||
},
|
||||
{
|
||||
"fieldname": "exit_interview_pending",
|
||||
"label": __("Exit Interview Pending"),
|
||||
"fieldtype": "Check"
|
||||
},
|
||||
{
|
||||
"fieldname": "questionnaire_pending",
|
||||
"label": __("Exit Questionnaire Pending"),
|
||||
"fieldtype": "Check"
|
||||
},
|
||||
{
|
||||
"fieldname": "fnf_pending",
|
||||
"label": __("FnF Pending"),
|
||||
"fieldtype": "Check"
|
||||
}
|
||||
]
|
||||
};
|
||||
33
erpnext/hr/report/employee_exits/employee_exits.json
Normal file
33
erpnext/hr/report/employee_exits/employee_exits.json
Normal file
@ -0,0 +1,33 @@
|
||||
{
|
||||
"add_total_row": 0,
|
||||
"columns": [],
|
||||
"creation": "2021-12-05 19:47:18.332319",
|
||||
"disable_prepared_report": 0,
|
||||
"disabled": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Report",
|
||||
"filters": [],
|
||||
"idx": 0,
|
||||
"is_standard": "Yes",
|
||||
"letter_head": "Test",
|
||||
"modified": "2021-12-05 19:47:18.332319",
|
||||
"modified_by": "Administrator",
|
||||
"module": "HR",
|
||||
"name": "Employee Exits",
|
||||
"owner": "Administrator",
|
||||
"prepared_report": 0,
|
||||
"ref_doctype": "Exit Interview",
|
||||
"report_name": "Employee Exits",
|
||||
"report_type": "Script Report",
|
||||
"roles": [
|
||||
{
|
||||
"role": "System Manager"
|
||||
},
|
||||
{
|
||||
"role": "HR Manager"
|
||||
},
|
||||
{
|
||||
"role": "HR User"
|
||||
}
|
||||
]
|
||||
}
|
||||
231
erpnext/hr/report/employee_exits/employee_exits.py
Normal file
231
erpnext/hr/report/employee_exits/employee_exits.py
Normal file
@ -0,0 +1,231 @@
|
||||
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# License: MIT. See LICENSE
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.query_builder import Order
|
||||
from frappe.utils import getdate
|
||||
|
||||
|
||||
def execute(filters=None):
|
||||
columns = get_columns()
|
||||
data = get_data(filters)
|
||||
chart = get_chart_data(data)
|
||||
report_summary = get_report_summary(data)
|
||||
|
||||
return columns, data, None, chart, report_summary
|
||||
|
||||
def get_columns():
|
||||
return [
|
||||
{
|
||||
'label': _('Employee'),
|
||||
'fieldname': 'employee',
|
||||
'fieldtype': 'Link',
|
||||
'options': 'Employee',
|
||||
'width': 150
|
||||
},
|
||||
{
|
||||
'label': _('Employee Name'),
|
||||
'fieldname': 'employee_name',
|
||||
'fieldtype': 'Data',
|
||||
'width': 150
|
||||
},
|
||||
{
|
||||
'label': _('Date of Joining'),
|
||||
'fieldname': 'date_of_joining',
|
||||
'fieldtype': 'Date',
|
||||
'width': 120
|
||||
},
|
||||
{
|
||||
'label': _('Relieving Date'),
|
||||
'fieldname': 'relieving_date',
|
||||
'fieldtype': 'Date',
|
||||
'width': 120
|
||||
},
|
||||
{
|
||||
'label': _('Exit Interview'),
|
||||
'fieldname': 'exit_interview',
|
||||
'fieldtype': 'Link',
|
||||
'options': 'Exit Interview',
|
||||
'width': 150
|
||||
},
|
||||
{
|
||||
'label': _('Interview Status'),
|
||||
'fieldname': 'interview_status',
|
||||
'fieldtype': 'Data',
|
||||
'width': 130
|
||||
},
|
||||
{
|
||||
'label': _('Final Decision'),
|
||||
'fieldname': 'employee_status',
|
||||
'fieldtype': 'Data',
|
||||
'width': 150
|
||||
},
|
||||
{
|
||||
'label': _('Full and Final Statement'),
|
||||
'fieldname': 'full_and_final_statement',
|
||||
'fieldtype': 'Link',
|
||||
'options': 'Full and Final Statement',
|
||||
'width': 180
|
||||
},
|
||||
{
|
||||
'label': _('Department'),
|
||||
'fieldname': 'department',
|
||||
'fieldtype': 'Link',
|
||||
'options': 'Department',
|
||||
'width': 120
|
||||
},
|
||||
{
|
||||
'label': _('Designation'),
|
||||
'fieldname': 'designation',
|
||||
'fieldtype': 'Link',
|
||||
'options': 'Designation',
|
||||
'width': 120
|
||||
},
|
||||
{
|
||||
'label': _('Reports To'),
|
||||
'fieldname': 'reports_to',
|
||||
'fieldtype': 'Link',
|
||||
'options': 'Employee',
|
||||
'width': 120
|
||||
}
|
||||
]
|
||||
|
||||
def get_data(filters):
|
||||
employee = frappe.qb.DocType('Employee')
|
||||
interview = frappe.qb.DocType('Exit Interview')
|
||||
fnf = frappe.qb.DocType('Full and Final Statement')
|
||||
|
||||
query = (
|
||||
frappe.qb.from_(employee)
|
||||
.left_join(interview).on(interview.employee == employee.name)
|
||||
.left_join(fnf).on(fnf.employee == employee.name)
|
||||
.select(
|
||||
employee.name.as_('employee'), employee.employee_name.as_('employee_name'),
|
||||
employee.date_of_joining.as_('date_of_joining'), employee.relieving_date.as_('relieving_date'),
|
||||
employee.department.as_('department'), employee.designation.as_('designation'),
|
||||
employee.reports_to.as_('reports_to'), interview.name.as_('exit_interview'),
|
||||
interview.status.as_('interview_status'), interview.employee_status.as_('employee_status'),
|
||||
interview.reference_document_name.as_('questionnaire'), fnf.name.as_('full_and_final_statement'))
|
||||
.distinct()
|
||||
.orderby(employee.relieving_date, order=Order.asc)
|
||||
.where(
|
||||
((employee.relieving_date.isnotnull()) | (employee.relieving_date != ''))
|
||||
& ((interview.name.isnull()) | ((interview.name.isnotnull()) & (interview.docstatus != 2)))
|
||||
& ((fnf.name.isnull()) | ((fnf.name.isnotnull()) & (fnf.docstatus != 2)))
|
||||
)
|
||||
)
|
||||
|
||||
query = get_conditions(filters, query, employee, interview, fnf)
|
||||
result = query.run(as_dict=True)
|
||||
|
||||
return result
|
||||
|
||||
|
||||
def get_conditions(filters, query, employee, interview, fnf):
|
||||
if filters.get('from_date') and filters.get('to_date'):
|
||||
query = query.where(employee.relieving_date[getdate(filters.get('from_date')):getdate(filters.get('to_date'))])
|
||||
|
||||
elif filters.get('from_date'):
|
||||
query = query.where(employee.relieving_date >= filters.get('from_date'))
|
||||
|
||||
elif filters.get('to_date'):
|
||||
query = query.where(employee.relieving_date <= filters.get('to_date'))
|
||||
|
||||
if filters.get('company'):
|
||||
query = query.where(employee.company == filters.get('company'))
|
||||
|
||||
if filters.get('department'):
|
||||
query = query.where(employee.department == filters.get('department'))
|
||||
|
||||
if filters.get('designation'):
|
||||
query = query.where(employee.designation == filters.get('designation'))
|
||||
|
||||
if filters.get('employee'):
|
||||
query = query.where(employee.name == filters.get('employee'))
|
||||
|
||||
if filters.get('reports_to'):
|
||||
query = query.where(employee.reports_to == filters.get('reports_to'))
|
||||
|
||||
if filters.get('interview_status'):
|
||||
query = query.where(interview.status == filters.get('interview_status'))
|
||||
|
||||
if filters.get('final_decision'):
|
||||
query = query.where(interview.employee_status == filters.get('final_decision'))
|
||||
|
||||
if filters.get('exit_interview_pending'):
|
||||
query = query.where((interview.name == '') | (interview.name.isnull()))
|
||||
|
||||
if filters.get('questionnaire_pending'):
|
||||
query = query.where((interview.reference_document_name == '') | (interview.reference_document_name.isnull()))
|
||||
|
||||
if filters.get('fnf_pending'):
|
||||
query = query.where((fnf.name == '') | (fnf.name.isnull()))
|
||||
|
||||
return query
|
||||
|
||||
|
||||
def get_chart_data(data):
|
||||
if not data:
|
||||
return None
|
||||
|
||||
retained = 0
|
||||
exit_confirmed = 0
|
||||
pending = 0
|
||||
|
||||
for entry in data:
|
||||
if entry.employee_status == 'Employee Retained':
|
||||
retained += 1
|
||||
elif entry.employee_status == 'Exit Confirmed':
|
||||
exit_confirmed += 1
|
||||
else:
|
||||
pending += 1
|
||||
|
||||
chart = {
|
||||
'data': {
|
||||
'labels': [_('Retained'), _('Exit Confirmed'), _('Decision Pending')],
|
||||
'datasets': [{'name': _('Employee Status'), 'values': [retained, exit_confirmed, pending]}]
|
||||
},
|
||||
'type': 'donut',
|
||||
'colors': ['green', 'red', 'blue'],
|
||||
}
|
||||
|
||||
return chart
|
||||
|
||||
|
||||
def get_report_summary(data):
|
||||
if not data:
|
||||
return None
|
||||
|
||||
total_resignations = len(data)
|
||||
interviews_pending = len([entry.name for entry in data if not entry.exit_interview])
|
||||
fnf_pending = len([entry.name for entry in data if not entry.full_and_final_statement])
|
||||
questionnaires_pending = len([entry.name for entry in data if not entry.questionnaire])
|
||||
|
||||
return [
|
||||
{
|
||||
'value': total_resignations,
|
||||
'label': _('Total Resignations'),
|
||||
'indicator': 'Red' if total_resignations > 0 else 'Green',
|
||||
'datatype': 'Int',
|
||||
},
|
||||
{
|
||||
'value': interviews_pending,
|
||||
'label': _('Pending Interviews'),
|
||||
'indicator': 'Blue' if interviews_pending > 0 else 'Green',
|
||||
'datatype': 'Int',
|
||||
},
|
||||
{
|
||||
'value': fnf_pending,
|
||||
'label': _('Pending FnF'),
|
||||
'indicator': 'Blue' if fnf_pending > 0 else 'Green',
|
||||
'datatype': 'Int',
|
||||
},
|
||||
{
|
||||
'value': questionnaires_pending,
|
||||
'label': _('Pending Questionnaires'),
|
||||
'indicator': 'Blue' if questionnaires_pending > 0 else 'Green',
|
||||
'datatype': 'Int'
|
||||
},
|
||||
]
|
||||
|
||||
242
erpnext/hr/report/employee_exits/test_employee_exits.py
Normal file
242
erpnext/hr/report/employee_exits/test_employee_exits.py
Normal file
@ -0,0 +1,242 @@
|
||||
import unittest
|
||||
|
||||
import frappe
|
||||
from frappe.utils import add_days, getdate
|
||||
|
||||
from erpnext.hr.doctype.employee.test_employee import make_employee
|
||||
from erpnext.hr.doctype.exit_interview.test_exit_interview import create_exit_interview
|
||||
from erpnext.hr.doctype.full_and_final_statement.test_full_and_final_statement import (
|
||||
create_full_and_final_statement,
|
||||
)
|
||||
from erpnext.hr.report.employee_exits.employee_exits import execute
|
||||
|
||||
|
||||
class TestEmployeeExits(unittest.TestCase):
|
||||
@classmethod
|
||||
def setUpClass(cls):
|
||||
create_company()
|
||||
frappe.db.sql("delete from `tabEmployee` where company='Test Company'")
|
||||
frappe.db.sql("delete from `tabFull and Final Statement` where company='Test Company'")
|
||||
frappe.db.sql("delete from `tabExit Interview` where company='Test Company'")
|
||||
|
||||
cls.create_records()
|
||||
|
||||
@classmethod
|
||||
def tearDownClass(cls):
|
||||
frappe.db.rollback()
|
||||
|
||||
@classmethod
|
||||
def create_records(cls):
|
||||
cls.emp1 = make_employee(
|
||||
'employeeexit1@example.com',
|
||||
company='Test Company',
|
||||
date_of_joining=getdate('01-10-2021'),
|
||||
relieving_date=add_days(getdate(), 14),
|
||||
designation='Accountant'
|
||||
)
|
||||
cls.emp2 = make_employee(
|
||||
'employeeexit2@example.com',
|
||||
company='Test Company',
|
||||
date_of_joining=getdate('01-12-2021'),
|
||||
relieving_date=add_days(getdate(), 15),
|
||||
designation='Accountant'
|
||||
)
|
||||
|
||||
cls.emp3 = make_employee(
|
||||
'employeeexit3@example.com',
|
||||
company='Test Company',
|
||||
date_of_joining=getdate('02-12-2021'),
|
||||
relieving_date=add_days(getdate(), 29),
|
||||
designation='Engineer'
|
||||
)
|
||||
cls.emp4 = make_employee(
|
||||
'employeeexit4@example.com',
|
||||
company='Test Company',
|
||||
date_of_joining=getdate('01-12-2021'),
|
||||
relieving_date=add_days(getdate(), 30),
|
||||
designation='Engineer'
|
||||
)
|
||||
|
||||
# exit interview for 3 employees only
|
||||
cls.interview1 = create_exit_interview(cls.emp1)
|
||||
cls.interview2 = create_exit_interview(cls.emp2)
|
||||
cls.interview3 = create_exit_interview(cls.emp3)
|
||||
|
||||
# create fnf for some records
|
||||
cls.fnf1 = create_full_and_final_statement(cls.emp1)
|
||||
cls.fnf2 = create_full_and_final_statement(cls.emp2)
|
||||
|
||||
# link questionnaire for a few records
|
||||
# setting employee doctype as reference instead of creating a questionnaire
|
||||
# since this is just for a test
|
||||
frappe.db.set_value('Exit Interview', cls.interview1.name, {
|
||||
'ref_doctype': 'Employee',
|
||||
'reference_document_name': cls.emp1
|
||||
})
|
||||
|
||||
frappe.db.set_value('Exit Interview', cls.interview2.name, {
|
||||
'ref_doctype': 'Employee',
|
||||
'reference_document_name': cls.emp2
|
||||
})
|
||||
|
||||
frappe.db.set_value('Exit Interview', cls.interview3.name, {
|
||||
'ref_doctype': 'Employee',
|
||||
'reference_document_name': cls.emp3
|
||||
})
|
||||
|
||||
|
||||
def test_employee_exits_summary(self):
|
||||
filters = {
|
||||
'company': 'Test Company',
|
||||
'from_date': getdate(),
|
||||
'to_date': add_days(getdate(), 15),
|
||||
'designation': 'Accountant'
|
||||
}
|
||||
|
||||
report = execute(filters)
|
||||
|
||||
employee1 = frappe.get_doc('Employee', self.emp1)
|
||||
employee2 = frappe.get_doc('Employee', self.emp2)
|
||||
expected_data = [
|
||||
{
|
||||
'employee': employee1.name,
|
||||
'employee_name': employee1.employee_name,
|
||||
'date_of_joining': employee1.date_of_joining,
|
||||
'relieving_date': employee1.relieving_date,
|
||||
'department': employee1.department,
|
||||
'designation': employee1.designation,
|
||||
'reports_to': None,
|
||||
'exit_interview': self.interview1.name,
|
||||
'interview_status': self.interview1.status,
|
||||
'employee_status': '',
|
||||
'questionnaire': employee1.name,
|
||||
'full_and_final_statement': self.fnf1.name
|
||||
},
|
||||
{
|
||||
'employee': employee2.name,
|
||||
'employee_name': employee2.employee_name,
|
||||
'date_of_joining': employee2.date_of_joining,
|
||||
'relieving_date': employee2.relieving_date,
|
||||
'department': employee2.department,
|
||||
'designation': employee2.designation,
|
||||
'reports_to': None,
|
||||
'exit_interview': self.interview2.name,
|
||||
'interview_status': self.interview2.status,
|
||||
'employee_status': '',
|
||||
'questionnaire': employee2.name,
|
||||
'full_and_final_statement': self.fnf2.name
|
||||
}
|
||||
]
|
||||
|
||||
self.assertEqual(expected_data, report[1]) # rows
|
||||
|
||||
|
||||
def test_pending_exit_interviews_summary(self):
|
||||
filters = {
|
||||
'company': 'Test Company',
|
||||
'from_date': getdate(),
|
||||
'to_date': add_days(getdate(), 30),
|
||||
'exit_interview_pending': 1
|
||||
}
|
||||
|
||||
report = execute(filters)
|
||||
|
||||
employee4 = frappe.get_doc('Employee', self.emp4)
|
||||
expected_data = [{
|
||||
'employee': employee4.name,
|
||||
'employee_name': employee4.employee_name,
|
||||
'date_of_joining': employee4.date_of_joining,
|
||||
'relieving_date': employee4.relieving_date,
|
||||
'department': employee4.department,
|
||||
'designation': employee4.designation,
|
||||
'reports_to': None,
|
||||
'exit_interview': None,
|
||||
'interview_status': None,
|
||||
'employee_status': None,
|
||||
'questionnaire': None,
|
||||
'full_and_final_statement': None
|
||||
}]
|
||||
|
||||
self.assertEqual(expected_data, report[1]) # rows
|
||||
|
||||
def test_pending_exit_questionnaire_summary(self):
|
||||
filters = {
|
||||
'company': 'Test Company',
|
||||
'from_date': getdate(),
|
||||
'to_date': add_days(getdate(), 30),
|
||||
'questionnaire_pending': 1
|
||||
}
|
||||
|
||||
report = execute(filters)
|
||||
|
||||
employee4 = frappe.get_doc('Employee', self.emp4)
|
||||
expected_data = [{
|
||||
'employee': employee4.name,
|
||||
'employee_name': employee4.employee_name,
|
||||
'date_of_joining': employee4.date_of_joining,
|
||||
'relieving_date': employee4.relieving_date,
|
||||
'department': employee4.department,
|
||||
'designation': employee4.designation,
|
||||
'reports_to': None,
|
||||
'exit_interview': None,
|
||||
'interview_status': None,
|
||||
'employee_status': None,
|
||||
'questionnaire': None,
|
||||
'full_and_final_statement': None
|
||||
}]
|
||||
|
||||
self.assertEqual(expected_data, report[1]) # rows
|
||||
|
||||
|
||||
def test_pending_fnf_summary(self):
|
||||
filters = {
|
||||
'company': 'Test Company',
|
||||
'fnf_pending': 1
|
||||
}
|
||||
|
||||
report = execute(filters)
|
||||
|
||||
employee3 = frappe.get_doc('Employee', self.emp3)
|
||||
employee4 = frappe.get_doc('Employee', self.emp4)
|
||||
expected_data = [
|
||||
{
|
||||
'employee': employee3.name,
|
||||
'employee_name': employee3.employee_name,
|
||||
'date_of_joining': employee3.date_of_joining,
|
||||
'relieving_date': employee3.relieving_date,
|
||||
'department': employee3.department,
|
||||
'designation': employee3.designation,
|
||||
'reports_to': None,
|
||||
'exit_interview': self.interview3.name,
|
||||
'interview_status': self.interview3.status,
|
||||
'employee_status': '',
|
||||
'questionnaire': employee3.name,
|
||||
'full_and_final_statement': None
|
||||
},
|
||||
{
|
||||
'employee': employee4.name,
|
||||
'employee_name': employee4.employee_name,
|
||||
'date_of_joining': employee4.date_of_joining,
|
||||
'relieving_date': employee4.relieving_date,
|
||||
'department': employee4.department,
|
||||
'designation': employee4.designation,
|
||||
'reports_to': None,
|
||||
'exit_interview': None,
|
||||
'interview_status': None,
|
||||
'employee_status': None,
|
||||
'questionnaire': None,
|
||||
'full_and_final_statement': None
|
||||
}
|
||||
]
|
||||
|
||||
self.assertEqual(expected_data, report[1]) # rows
|
||||
|
||||
|
||||
def create_company():
|
||||
if not frappe.db.exists('Company', 'Test Company'):
|
||||
frappe.get_doc({
|
||||
'doctype': 'Company',
|
||||
'company_name': 'Test Company',
|
||||
'default_currency': 'INR',
|
||||
'country': 'India'
|
||||
}).insert()
|
||||
@ -5,7 +5,7 @@
|
||||
"label": "Outgoing Salary"
|
||||
}
|
||||
],
|
||||
"content": "[{\"type\": \"onboarding\", \"data\": {\"onboarding_name\":\"Human Resource\", \"col\": 12}}, {\"type\": \"chart\", \"data\": {\"chart_name\": \"Outgoing Salary\", \"col\": 12}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Your Shortcuts\", \"level\": 4, \"col\": 12}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Employee\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Leave Application\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Attendance\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Job Applicant\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Monthly Attendance Sheet\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Dashboard\", \"col\": 4}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Reports & Masters\", \"level\": 4, \"col\": 12}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Employee\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Employee Lifecycle\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Shift Management\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Leaves\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Attendance\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Expense Claims\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Settings\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Fleet Management\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Recruitment\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Loans\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Training\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Performance\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Key Reports\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Other Reports\", \"col\": 4}}]",
|
||||
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|
||||
"creation": "2020-03-02 15:48:58.322521",
|
||||
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|
||||
"doctype": "Workspace",
|
||||
@ -15,14 +15,6 @@
|
||||
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||||
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||||
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},
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{
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||||
"dependencies": "",
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||||
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||||
@ -111,14 +103,6 @@
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||||
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||||
},
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@ -227,14 +211,6 @@
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@ -268,14 +244,6 @@
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@ -386,14 +354,6 @@
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|
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|
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|
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|
||||
"is_query_report": 0,
|
||||
"label": "Job Applicant",
|
||||
"link_count": 0,
|
||||
"link_to": "Job Applicant",
|
||||
"link_type": "DocType",
|
||||
"onboard": 1,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Job Offer",
|
||||
"link_count": 0,
|
||||
"link_to": "Job Offer",
|
||||
"link_type": "DocType",
|
||||
"onboard": 1,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Staffing Plan",
|
||||
"link_count": 0,
|
||||
"link_to": "Staffing Plan",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Appointment Letter",
|
||||
"link_count": 0,
|
||||
"link_to": "Appointment Letter",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Appointment Letter Template",
|
||||
"link_count": 0,
|
||||
"link_to": "Appointment Letter Template",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Interview Type",
|
||||
"link_count": 0,
|
||||
"link_to": "Interview Type",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Interview Round",
|
||||
"link_count": 0,
|
||||
"link_to": "Interview Round",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Interview",
|
||||
"link_count": 0,
|
||||
"link_to": "Interview",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Interview Feedback",
|
||||
"link_count": 0,
|
||||
"link_to": "Interview Feedback",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Fleet Management",
|
||||
"link_count": 4,
|
||||
"onboard": 0,
|
||||
"type": "Card Break"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Driver",
|
||||
"link_count": 0,
|
||||
"link_to": "Driver",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Vehicle",
|
||||
"link_count": 0,
|
||||
"link_to": "Vehicle",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Vehicle Log",
|
||||
"link_count": 0,
|
||||
"link_to": "Vehicle Log",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Vehicle",
|
||||
"hidden": 0,
|
||||
"is_query_report": 1,
|
||||
"label": "Vehicle Expenses",
|
||||
"link_count": 0,
|
||||
"link_to": "Vehicle Expenses",
|
||||
"link_type": "Report",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Settings",
|
||||
"link_count": 3,
|
||||
"onboard": 0,
|
||||
"type": "Card Break"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "HR Settings",
|
||||
"link_count": 0,
|
||||
"link_to": "HR Settings",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Daily Work Summary Group",
|
||||
"link_count": 0,
|
||||
"link_to": "Daily Work Summary Group",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Team Updates",
|
||||
"link_count": 0,
|
||||
"link_to": "team-updates",
|
||||
"link_type": "Page",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Expense Claims",
|
||||
"link_count": 3,
|
||||
"onboard": 0,
|
||||
"type": "Card Break"
|
||||
},
|
||||
{
|
||||
"dependencies": "Employee",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Expense Claim",
|
||||
"link_count": 0,
|
||||
"link_to": "Expense Claim",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Employee",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Employee Advance",
|
||||
"link_count": 0,
|
||||
"link_to": "Employee Advance",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Travel Request",
|
||||
"link_count": 0,
|
||||
"link_to": "Travel Request",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Attendance",
|
||||
"link_count": 5,
|
||||
"onboard": 0,
|
||||
"type": "Card Break"
|
||||
},
|
||||
{
|
||||
"dependencies": "Employee",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Employee Attendance Tool",
|
||||
"link_count": 0,
|
||||
"link_to": "Employee Attendance Tool",
|
||||
"link_type": "DocType",
|
||||
"onboard": 1,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Employee",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Attendance",
|
||||
"link_count": 0,
|
||||
"link_to": "Attendance",
|
||||
"link_type": "DocType",
|
||||
"onboard": 1,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Employee",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Attendance Request",
|
||||
"link_count": 0,
|
||||
"link_to": "Attendance Request",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Employee",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Upload Attendance",
|
||||
"link_count": 0,
|
||||
"link_to": "Upload Attendance",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Employee",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Employee Checkin",
|
||||
"link_count": 0,
|
||||
"link_to": "Employee Checkin",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Leaves",
|
||||
"link_count": 10,
|
||||
"onboard": 0,
|
||||
"type": "Card Break"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Holiday List",
|
||||
"link_count": 0,
|
||||
"link_to": "Holiday List",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Leave Type",
|
||||
"link_count": 0,
|
||||
"link_to": "Leave Type",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Leave Period",
|
||||
"link_count": 0,
|
||||
"link_to": "Leave Period",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Leave Type",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Leave Policy",
|
||||
"link_count": 0,
|
||||
"link_to": "Leave Policy",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Leave Policy",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Leave Policy Assignment",
|
||||
"link_count": 0,
|
||||
"link_to": "Leave Policy Assignment",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Employee",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Leave Application",
|
||||
"link_count": 0,
|
||||
"link_to": "Leave Application",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Employee",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Leave Allocation",
|
||||
"link_count": 0,
|
||||
"link_to": "Leave Allocation",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Employee",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Leave Encashment",
|
||||
"link_count": 0,
|
||||
"link_to": "Leave Encashment",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Leave Block List",
|
||||
"link_count": 0,
|
||||
"link_to": "Leave Block List",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "Employee",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Compensatory Leave Request",
|
||||
"link_count": 0,
|
||||
"link_to": "Compensatory Leave Request",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Shift Management",
|
||||
"link_count": 3,
|
||||
"onboard": 0,
|
||||
"type": "Card Break"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Shift Type",
|
||||
"link_count": 0,
|
||||
"link_to": "Shift Type",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Shift Request",
|
||||
"link_count": 0,
|
||||
"link_to": "Shift Request",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "",
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "Shift Assignment",
|
||||
"link_count": 0,
|
||||
"link_to": "Shift Assignment",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
}
|
||||
],
|
||||
"modified": "2021-08-31 12:18:59.842919",
|
||||
"modified": "2021-12-05 22:05:13.004462",
|
||||
"modified_by": "Administrator",
|
||||
"module": "HR",
|
||||
"name": "HR",
|
||||
|
||||
@ -29,6 +29,9 @@ class TestWorkOrder(ERPNextTestCase):
|
||||
self.warehouse = '_Test Warehouse 2 - _TC'
|
||||
self.item = '_Test Item'
|
||||
|
||||
def tearDown(self):
|
||||
frappe.db.rollback()
|
||||
|
||||
def check_planned_qty(self):
|
||||
|
||||
planned0 = frappe.db.get_value("Bin", {"item_code": "_Test FG Item",
|
||||
|
||||
@ -316,3 +316,4 @@ erpnext.patches.v13_0.create_ksa_vat_custom_fields
|
||||
erpnext.patches.v14_0.migrate_crm_settings
|
||||
erpnext.patches.v13_0.rename_ksa_qr_field
|
||||
erpnext.patches.v13_0.disable_ksa_print_format_for_others
|
||||
erpnext.patches.v14_0.add_default_exit_questionnaire_notification_template
|
||||
@ -0,0 +1,27 @@
|
||||
import os
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
|
||||
|
||||
def execute():
|
||||
frappe.reload_doc("email", "doctype", "email_template")
|
||||
frappe.reload_doc("hr", "doctype", "hr_settings")
|
||||
|
||||
template = frappe.db.exists("Email Template", _("Exit Questionnaire Notification"))
|
||||
if not template:
|
||||
base_path = frappe.get_app_path("erpnext", "hr", "doctype")
|
||||
response = frappe.read_file(os.path.join(base_path, "exit_interview/exit_questionnaire_notification_template.html"))
|
||||
|
||||
template = frappe.get_doc({
|
||||
"doctype": "Email Template",
|
||||
"name": _("Exit Questionnaire Notification"),
|
||||
"response": response,
|
||||
"subject": _("Exit Questionnaire Notification"),
|
||||
"owner": frappe.session.user,
|
||||
}).insert(ignore_permissions=True)
|
||||
template = template.name
|
||||
|
||||
hr_settings = frappe.get_doc("HR Settings")
|
||||
hr_settings.exit_questionnaire_notification_template = template
|
||||
hr_settings.save()
|
||||
@ -68,6 +68,8 @@ def set_default_settings(args):
|
||||
|
||||
hr_settings.send_interview_feedback_reminder = 1
|
||||
hr_settings.feedback_reminder_notification_template = _("Interview Feedback Reminder")
|
||||
|
||||
hr_settings.exit_questionnaire_notification_template = _("Exit Questionnaire Notification")
|
||||
hr_settings.save()
|
||||
|
||||
def set_no_copy_fields_in_variant_settings():
|
||||
|
||||
@ -278,6 +278,11 @@ def install(country=None):
|
||||
records += [{'doctype': 'Email Template', 'name': _('Interview Feedback Reminder'), 'response': response,
|
||||
'subject': _('Interview Feedback Reminder'), 'owner': frappe.session.user}]
|
||||
|
||||
response = frappe.read_file(os.path.join(base_path, 'exit_interview/exit_questionnaire_notification_template.html'))
|
||||
|
||||
records += [{'doctype': 'Email Template', 'name': _('Exit Questionnaire Notification'), 'response': response,
|
||||
'subject': _('Exit Questionnaire Notification'), 'owner': frappe.session.user}]
|
||||
|
||||
base_path = frappe.get_app_path("erpnext", "stock", "doctype")
|
||||
response = frappe.read_file(os.path.join(base_path, "delivery_trip/dispatch_notification_template.html"))
|
||||
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user