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[feature] added the employee onboarding and separation doctype

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This commit is contained in:
Manas Solanki 2018-05-10 18:07:20 +05:30
parent 48199842aa
commit b698846c30
35 changed files with 2913 additions and 80 deletions
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66
erpnext/hr/doctype/employee/employee.json
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@ -393,6 +393,38 @@
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@ -1262,38 +1294,6 @@
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@ -2766,7 +2766,7 @@
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"modified": "2018-04-25 09:08:06.852604",
"modified": "2018-05-10 07:52:24.326361",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee",

10
erpnext/hr/doctype/employee/employee.py
View File

@ -42,6 +42,8 @@ class Employee(NestedSet):
self.validate_status()
self.validate_reports_to()
self.validate_preferred_email()
if self.job_applicant:
self.validate_onboarding_process()
if self.user_id:
self.validate_for_enabled_user_id()
@ -164,6 +166,14 @@ class Employee(NestedSet):
if self.prefered_contact_email and not self.get(scrub(self.prefered_contact_email)):
frappe.msgprint(_("Please enter " + self.prefered_contact_email))
def validate_onboarding_process(self):
employee_onboarding = frappe.get_all("Employee Onboarding",
filters={"job_applicant": self.job_applicant, "docstatus": 1, "status": ("!=", "Completed")})
if employee_onboarding:
doc = frappe.get_doc("Employee Onboarding", employee_onboarding[0].name)
doc.validate_employee_creation()
doc.db_set("employee", self.name)
def get_timeline_data(doctype, name):
'''Return timeline for attendance'''
return dict(frappe.db.sql('''select unix_timestamp(attendance_date), count(*)

0
erpnext/hr/doctype/employee_boarding_activity/__init__.py Normal file
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291
erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json Normal file
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@ -0,0 +1,291 @@
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10
erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.document import Document
class EmployeeBoardingActivity(Document):
pass

0
erpnext/hr/doctype/employee_onboarding/__init__.py Normal file
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59
erpnext/hr/doctype/employee_onboarding/employee_onboarding.js Normal file
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@ -0,0 +1,59 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
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");
},
refresh: function(frm) {
if (frm.doc.employee) {
frm.add_custom_button(__('Employee'), function() {
frappe.set_route("Form", "Employee", frm.doc.employee);
},__("View"));
}
if (frm.doc.project) {
frm.add_custom_button(__('Project'), function() {
frappe.set_route("Form", "Project", frm.doc.project);
},__("View"));
frm.add_custom_button(__('Task'), function() {
frappe.set_route('List', 'Task', {project: frm.doc.project});
},__("View"));
}
if ((!frm.doc.employee) && (frm.doc.docstatus === 1)) {
frm.add_custom_button(__('Employee'), function () {
frappe.model.open_mapped_doc({
method: "erpnext.hr.doctype.employee_onboarding.employee_onboarding.make_employee",
frm: frm
});
}, __("Make"));
frm.page.set_inner_btn_group_as_primary(__("Make"));
}
},
employee_onboarding_template: function(frm) {
frm.set_value("activities" ,"");
if (frm.doc.employee_onboarding_template) {
frappe.call({
method: "erpnext.hr.utils.get_onboarding_details",
args: {
"parent": frm.doc.employee_onboarding_template,
"parenttype": "Employee Onboarding Template"
},
callback: function(r) {
if (r.message) {
$.each(r.message, function(i, d) {
var row = frappe.model.add_child(frm.doc, "Employee Boarding Activity", "activities");
$.extend(row, d);
});
}
refresh_field("activities");
}
});
}
}
});

569
erpnext/hr/doctype/employee_onboarding/employee_onboarding.json Normal file
View File

@ -0,0 +1,569 @@
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"modified_by": "Administrator",
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"name": "Employee Onboarding",
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}
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"title_field": "employee_name",
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}

50
erpnext/hr/doctype/employee_onboarding/employee_onboarding.py Normal file
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@ -0,0 +1,50 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe import _
from erpnext.hr.utils import EmployeeBoardingController
from frappe.model.mapper import get_mapped_doc
class EmployeeOnboarding(EmployeeBoardingController):
def validate():
super(EmployeeOnboarding, self).validate()
def validate_employee_creation(self):
if self.docstatus != 1:
frappe.throw(_("Submit this to create the Employee record"))
else:
for activity in self.activities:
if not activity.required_for_employee_creation:
continue
else:
task_status = frappe.db.get_value("Task", activity.task, "status")
if task_status not in ["Closed", "Cancelled"]:
frappe.throw(_("All the mandatory Task for employee creation hasn't been done yet."))
def on_submit(self):
super(EmployeeOnboarding, self).on_submit()
def on_cancel(self):
super(EmployeeOnboarding, self).on_cancel()
@frappe.whitelist()
def make_employee(source_name, target_doc=None):
doc = frappe.get_doc("Employee Onboarding", source_name)
doc.validate_employee_creation()
def set_missing_values(source, target):
target.personal_email = frappe.db.get_value("Job Applicant", source.job_applicant, "email_id")
target.status = "Active"
doc = get_mapped_doc("Employee Onboarding", source_name, {
"Employee Onboarding": {
"doctype": "Employee",
"field_map": {
"employee_grade": "grade",
}}
}, target_doc, set_missing_values)
return doc

23
erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.js Normal file
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/* eslint-disable */
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
QUnit.test("test: Employee Onboarding", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
// insert a new Employee Onboarding
() => frappe.tests.make('Employee Onboarding', [
// values to be set
{key: 'value'}
]),
() => {
assert.equal(cur_frm.doc.key, 'value');
},
() => done()
]);
});

10
erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py Normal file
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# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
import frappe
import unittest
class TestEmployeeOnboarding(unittest.TestCase):
pass

0
erpnext/hr/doctype/employee_onboarding_activity/__init__.py Normal file
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290
erpnext/hr/doctype/employee_onboarding_activity/employee_onboarding_activity.json Normal file
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@ -0,0 +1,290 @@
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}

10
erpnext/hr/doctype/employee_onboarding_activity/employee_onboarding_activity.py Normal file
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@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.document import Document
class EmployeeOnboardingActivity(Document):
pass

0
erpnext/hr/doctype/employee_onboarding_template/__init__.py Normal file
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8
erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.js Normal file
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@ -0,0 +1,8 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Employee Onboarding Template', {
refresh: function(frm) {
}
});

284
erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.json Normal file
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@ -0,0 +1,284 @@
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"modified": "2018-05-09 07:05:21.051519",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Onboarding Template",
"name_case": "",
"owner": "Administrator",
"permissions": [
{
"amend": 0,
"cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
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"report": 1,
"role": "System Manager",
"set_user_permissions": 0,
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}
],
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"sort_field": "modified",
"sort_order": "DESC",
"title_field": "designation",
"track_changes": 1,
"track_seen": 0
}

10
erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.py Normal file
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@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.document import Document
class EmployeeOnboardingTemplate(Document):
pass

23
erpnext/hr/doctype/employee_onboarding_template/test_employee_onboarding_template.js Normal file
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@ -0,0 +1,23 @@
/* eslint-disable */
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
QUnit.test("test: Employee Onboarding Template", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
// insert a new Employee Onboarding Template
() => frappe.tests.make('Employee Onboarding Template', [
// values to be set
{key: 'value'}
]),
() => {
assert.equal(cur_frm.doc.key, 'value');
},
() => done()
]);
});

10
erpnext/hr/doctype/employee_onboarding_template/test_employee_onboarding_template.py Normal file
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@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
import frappe
import unittest
class TestEmployeeOnboardingTemplate(unittest.TestCase):
pass

0
erpnext/hr/doctype/employee_separation/__init__.py Normal file
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49
erpnext/hr/doctype/employee_separation/employee_separation.js Normal file
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@ -0,0 +1,49 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Employee Separation', {
setup: function(frm) {
frm.add_fetch("employee_separation_template", "company", "company");
frm.add_fetch("employee_separation_template", "department", "department");
frm.add_fetch("employee_separation_template", "designation", "designation");
frm.add_fetch("employee_separation_template", "employee_grade", "employee_grade");
},
refresh: function(frm) {
if (frm.doc.employee) {
frm.add_custom_button(__('Employee'), function() {
frappe.set_route("Form", "Employee", frm.doc.employee);
},__("View"));
}
if (frm.doc.project) {
frm.add_custom_button(__('Project'), function() {
frappe.set_route("Form", "Project", frm.doc.project);
},__("View"));
frm.add_custom_button(__('Task'), function() {
frappe.set_route('List', 'Task', {project: frm.doc.project});
},__("View"));
}
},
employee_separation_template: function(frm) {
frm.set_value("activities" ,"");
if (frm.doc.employee_separation_template) {
frappe.call({
method: "erpnext.hr.utils.get_onboarding_details",
args: {
"parent": frm.doc.employee_separation_template,
"parenttype": "Employee Separation Template"
},
callback: function(r) {
if (r.message) {
$.each(r.message, function(i, d) {
var row = frappe.model.add_child(frm.doc, "Employee Boarding Activity", "activities");
$.extend(row, d);
});
}
refresh_field("activities");
}
});
}
}
});

567
erpnext/hr/doctype/employee_separation/employee_separation.json Normal file
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@ -0,0 +1,567 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
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},
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"fieldname": "exit_interview",
"fieldtype": "Text Editor",
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"label": "Exit Interview Summary",
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},
{
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"fieldname": "amended_from",
"fieldtype": "Link",
"hidden": 0,
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"label": "Amended From",
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}
],
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"idx": 0,
"image_view": 0,
"in_create": 0,
"is_submittable": 1,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-05-10 06:34:53.649332",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Separation",
"name_case": "",
"owner": "Administrator",
"permissions": [
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 1,
"write": 1
}
],
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "employee_name",
"track_changes": 1,
"track_seen": 0
}

16
erpnext/hr/doctype/employee_separation/employee_separation.py Normal file
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@ -0,0 +1,16 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
from erpnext.hr.utils import EmployeeBoardingController
class EmployeeSeparation(EmployeeBoardingController):
def validate(self):
super(EmployeeSeparation, self).validate()
def on_submit(self):
super(EmployeeSeparation, self).on_submit()
def on_cancel(self):
super(EmployeeSeparation, self).on_cancel()

23
erpnext/hr/doctype/employee_separation/test_employee_separation.js Normal file
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@ -0,0 +1,23 @@
/* eslint-disable */
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
QUnit.test("test: Employee Separation", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
// insert a new Employee Separation
() => frappe.tests.make('Employee Separation', [
// values to be set
{key: 'value'}
]),
() => {
assert.equal(cur_frm.doc.key, 'value');
},
() => done()
]);
});

10
erpnext/hr/doctype/employee_separation/test_employee_separation.py Normal file
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@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
import frappe
import unittest
class TestEmployeeSeparation(unittest.TestCase):
pass

0
erpnext/hr/doctype/employee_separation_template/__init__.py Normal file
View File

8
erpnext/hr/doctype/employee_separation_template/employee_separation_template.js Normal file
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@ -0,0 +1,8 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Employee Separation Template', {
refresh: function(frm) {
}
});

284
erpnext/hr/doctype/employee_separation_template/employee_separation_template.json Normal file
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@ -0,0 +1,284 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"autoname": "EST.#####",
"beta": 0,
"creation": "2018-05-09 06:31:44.498557",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"fields": [
{
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"allow_on_submit": 0,
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"columns": 0,
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"fieldtype": "Link",
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"in_list_view": 0,
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"length": 0,
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},
{
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},
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10
erpnext/hr/doctype/employee_separation_template/employee_separation_template.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.document import Document
class EmployeeSeparationTemplate(Document):
pass

23
erpnext/hr/doctype/employee_separation_template/test_employee_separation_template.js Normal file
View File

@ -0,0 +1,23 @@
/* eslint-disable */
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
QUnit.test("test: Employee Separation Template", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
// insert a new Employee Separation Template
() => frappe.tests.make('Employee Separation Template', [
// values to be set
{key: 'value'}
]),
() => {
assert.equal(cur_frm.doc.key, 'value');
},
() => done()
]);
});

10
erpnext/hr/doctype/employee_separation_template/test_employee_separation_template.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
import frappe
import unittest
class TestEmployeeSeparationTemplate(unittest.TestCase):
pass

100
erpnext/hr/utils.py
View File

@ -6,11 +6,100 @@ import frappe
from frappe import _
from frappe.utils import formatdate, format_datetime
from frappe.utils import getdate, get_datetime
from frappe.model.document import Document
from frappe.desk.form import assign_to
class EmployeeBoardingController(Document):
'''
Create the project and the task for the boarding process
Assign to the concerned person and roles as per the onboarding/separation template
'''
def validate(self):
# remove the task if linked before submitting the form
if self.amended_from:
for activity in self.activities:
activity.task = ''
def on_submit(self):
# create the project for the given employee onboarding
project_name = self.doctype + " for " + self.employee_name
if self.doctype == "Employee Onboarding":
project_name += " (" + self.job_applicant + ")"
else:
project_name += " (" + self.employee + ")"
project = frappe.get_doc({
"doctype": "Project",
"project_name": project_name,
"expected_start_date": self.date_of_joining if self.doctype == "Employee Onboarding" else self.resignation_letter_date,
"department": self.department,
"company": self.company
}).insert(ignore_permissions=True)
self.db_set("project", project.name)
# create the task for the given project and assign to the concerned person
for activity in self.activities:
task = frappe.get_doc({
"doctype": "Task",
"project": project.name,
"subject": activity.activity_name + " for " + self.employee_name,
"description": activity.description,
"department": self.department,
"company": self.company
}).insert(ignore_permissions=True)
activity.db_set("task", task.name)
users = [activity.user] if activity.user else []
if activity.role:
user_list = frappe.db.sql_list('''select distinct(parent) from `tabHas Role`
where parenttype='User' and role=%s''', activity.role)
users = users + user_list
# assign the task the users
if users:
self.assign_task_to_users(task, set(users))
def assign_task_to_users(self, task, users):
for user in users:
args = {
'assign_to' : user,
'doctype' : task.doctype,
'name' : task.name,
'description' : task.description or task.subject,
}
assign_to.add(args)
def on_cancel(self):
# delete task project
for task in frappe.get_all("Task", filters={"project": self.project}):
frappe.delete_doc("Task", task.name)
frappe.delete_doc("Project", self.project)
self.db_set('project', '')
for activity in self.activities:
activity.db_set("task", "")
@frappe.whitelist()
def get_onboarding_details(parent, parenttype):
return frappe.get_list("Employee Boarding Activity",
fields=["activity_name", "role", "user", "required_for_employee_creation", "description"],
filters={"parent": parent, "parenttype": parenttype},
order_by= "idx")
def set_employee_name(doc):
if doc.employee and not doc.employee_name:
doc.employee_name = frappe.db.get_value("Employee", doc.employee, "employee_name")
def update_employee(employee, details, cancel=False):
for item in details:
fieldtype = frappe.get_meta("Employee").get_field(item.fieldname).fieldtype
new_data = item.new if not cancel else item.current
if fieldtype == "Date" and new_data:
new_data = getdate(new_data)
elif fieldtype =="Datetime" and new_data:
new_data = get_datetime(new_data)
setattr(employee, item.fieldname, new_data)
return employee
@frappe.whitelist()
def get_employee_fields_label():
fields = []
@ -39,17 +128,6 @@ def get_employee_field_property(employee, fieldname):
else:
return False
def update_employee(employee, details, cancel=False):
for item in details:
fieldtype = frappe.get_meta("Employee").get_field(item.fieldname).fieldtype
new_data = item.new if not cancel else item.current
if fieldtype == "Date" and new_data:
new_data = getdate(new_data)
elif fieldtype =="Datetime" and new_data:
new_data = get_datetime(new_data)
setattr(employee, item.fieldname, new_data)
return employee
def get_leave_period(from_date, to_date, company):
leave_period = frappe.db.sql("""
select name, from_date, to_date

97
erpnext/projects/doctype/project/project.json
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@ -208,6 +238,38 @@
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"istable": 0,
"max_attachments": 4,
"modified": "2018-03-28 10:19:32.743900",
"modified": "2018-05-10 04:21:25.764015",
"modified_by": "Administrator",
"module": "Projects",
"name": "Project",
@ -1717,7 +1749,6 @@
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@ -1737,7 +1768,6 @@
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@ -1757,7 +1787,6 @@
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73
erpnext/projects/doctype/task/task.json
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