diff --git a/cypress/integration/test_organizational_chart_desktop.js b/cypress/integration/test_organizational_chart_desktop.js
index 39b00d32635..79e08b3bbad 100644
--- a/cypress/integration/test_organizational_chart_desktop.js
+++ b/cypress/integration/test_organizational_chart_desktop.js
@@ -6,7 +6,7 @@ context('Organizational Chart', () => {
it('navigates to org chart', () => {
cy.visit('/app');
- cy.awesomebar('Organizational Chart');
+ cy.visit('/app/organizational-chart');
cy.url().should('include', '/organizational-chart');
cy.window().its('frappe.csrf_token').then(csrf_token => {
diff --git a/cypress/integration/test_organizational_chart_mobile.js b/cypress/integration/test_organizational_chart_mobile.js
index 6e751513967..161fae098a2 100644
--- a/cypress/integration/test_organizational_chart_mobile.js
+++ b/cypress/integration/test_organizational_chart_mobile.js
@@ -7,7 +7,7 @@ context('Organizational Chart Mobile', () => {
it('navigates to org chart', () => {
cy.viewport(375, 667);
cy.visit('/app');
- cy.awesomebar('Organizational Chart');
+ cy.visit('/app/organizational-chart');
cy.url().should('include', '/organizational-chart');
cy.window().its('frappe.csrf_token').then(csrf_token => {
diff --git a/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js b/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js
index f67c59c2549..66a269e7a76 100644
--- a/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js
+++ b/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js
@@ -12,11 +12,6 @@ frappe.ui.form.on('Chart of Accounts Importer', {
frm.set_df_property('import_file_section', 'hidden', frm.doc.company ? 0 : 1);
frm.set_df_property('chart_preview', 'hidden',
$(frm.fields_dict['chart_tree'].wrapper).html()!="" ? 0 : 1);
-
- // Show import button when file is successfully attached
- if (frm.page && frm.page.show_import_button) {
- create_import_button(frm);
- }
},
download_template: function(frm) {
@@ -78,7 +73,12 @@ frappe.ui.form.on('Chart of Accounts Importer', {
frm.page.set_indicator("");
$(frm.fields_dict['chart_tree'].wrapper).empty(); // empty wrapper on removing file
} else {
- generate_tree_preview(frm);
+ frappe.run_serially([
+ () => validate_coa(frm),
+ () => generate_tree_preview(frm),
+ () => create_import_button(frm),
+ () => frm.set_df_property('chart_preview', 'hidden', 0),
+ ]);
}
},
@@ -104,24 +104,26 @@ frappe.ui.form.on('Chart of Accounts Importer', {
});
var create_import_button = function(frm) {
- frm.page.set_primary_action(__("Import"), function () {
- frappe.call({
- method: "erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.import_coa",
- args: {
- file_name: frm.doc.import_file,
- company: frm.doc.company
- },
- freeze: true,
- freeze_message: __("Creating Accounts..."),
- callback: function(r) {
- if(!r.exc) {
- clearInterval(frm.page["interval"]);
- frm.page.set_indicator(__('Import Successful'), 'blue');
- create_reset_button(frm);
+ if (frm.page.show_import_button) {
+ frm.page.set_primary_action(__("Import"), function () {
+ return frappe.call({
+ method: "erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.import_coa",
+ args: {
+ file_name: frm.doc.import_file,
+ company: frm.doc.company
+ },
+ freeze: true,
+ freeze_message: __("Creating Accounts..."),
+ callback: function(r) {
+ if (!r.exc) {
+ clearInterval(frm.page["interval"]);
+ frm.page.set_indicator(__('Import Successful'), 'blue');
+ create_reset_button(frm);
+ }
}
- }
- });
- }).addClass('btn btn-primary');
+ });
+ }).addClass('btn btn-primary');
+ }
};
var create_reset_button = function(frm) {
@@ -132,13 +134,35 @@ var create_reset_button = function(frm) {
}).addClass('btn btn-primary');
};
+var validate_coa = function(frm) {
+ if (frm.doc.import_file) {
+ let parent = __('All Accounts');
+
+ return frappe.call({
+ 'method': 'erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.get_coa',
+ 'args': {
+ file_name: frm.doc.import_file,
+ parent: parent,
+ doctype: 'Chart of Accounts Importer',
+ file_type: frm.doc.file_type,
+ for_validate: 1
+ },
+ callback: function(r) {
+ if (r.message['show_import_button']) {
+ frm.page['show_import_button'] = Boolean(r.message['show_import_button']);
+ }
+ }
+ });
+ }
+};
+
var generate_tree_preview = function(frm) {
if (frm.doc.import_file) {
let parent = __('All Accounts');
$(frm.fields_dict['chart_tree'].wrapper).empty(); // empty wrapper to load new data
// generate tree structure based on the csv data
- new frappe.ui.Tree({
+ return new frappe.ui.Tree({
parent: $(frm.fields_dict['chart_tree'].wrapper),
label: parent,
expandable: true,
diff --git a/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py b/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py
index 9a0234a91f9..bd2a6f1b08a 100644
--- a/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py
+++ b/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py
@@ -64,6 +64,7 @@ def import_coa(file_name, company):
else:
data = generate_data_from_excel(file_doc, extension)
+ frappe.local.flags.ignore_root_company_validation = True
forest = build_forest(data)
create_charts(company, custom_chart=forest)
@@ -128,7 +129,7 @@ def generate_data_from_excel(file_doc, extension, as_dict=False):
return data
@frappe.whitelist()
-def get_coa(doctype, parent, is_root=False, file_name=None):
+def get_coa(doctype, parent, is_root=False, file_name=None, for_validate=0):
''' called by tree view (to fetch node's children) '''
file_doc, extension = get_file(file_name)
@@ -140,14 +141,20 @@ def get_coa(doctype, parent, is_root=False, file_name=None):
data = generate_data_from_excel(file_doc, extension)
validate_columns(data)
- validate_accounts(data)
- forest = build_forest(data)
- accounts = build_tree_from_json("", chart_data=forest) # returns alist of dict in a tree render-able form
+ validate_accounts(file_doc, extension)
- # filter out to show data for the selected node only
- accounts = [d for d in accounts if d['parent_account']==parent]
+ if not for_validate:
+ forest = build_forest(data)
+ accounts = build_tree_from_json("", chart_data=forest) # returns a list of dict in a tree render-able form
- return accounts
+ # filter out to show data for the selected node only
+ accounts = [d for d in accounts if d['parent_account']==parent]
+
+ return accounts
+ else:
+ return {
+ 'show_import_button': 1
+ }
def build_forest(data):
'''
@@ -304,10 +311,7 @@ def get_sample_template(writer):
@frappe.whitelist()
-def validate_accounts(file_name):
-
- file_doc, extension = get_file(file_name)
-
+def validate_accounts(file_doc, extension):
if extension == 'csv':
accounts = generate_data_from_csv(file_doc, as_dict=True)
else:
@@ -326,8 +330,6 @@ def validate_accounts(file_name):
validate_root(accounts_dict)
- validate_account_types(accounts_dict)
-
return [True, len(accounts)]
def validate_root(accounts):
@@ -340,9 +342,19 @@ def validate_root(accounts):
elif account.get("root_type") not in get_root_types() and account.get("account_name"):
error_messages.append(_("Root Type for {0} must be one of the Asset, Liability, Income, Expense and Equity").format(account.get("account_name")))
+ validate_missing_roots(roots)
+
if error_messages:
frappe.throw("
".join(error_messages))
+def validate_missing_roots(roots):
+ root_types_added = set(d.get('root_type') for d in roots)
+
+ missing = list(set(get_root_types()) - root_types_added)
+
+ if missing:
+ frappe.throw(_("Please add Root Account for - {0}").format(' , '.join(missing)))
+
def get_root_types():
return ('Asset', 'Liability', 'Expense', 'Income', 'Equity')
@@ -368,15 +380,6 @@ def get_mandatory_account_types():
{'account_type': 'Stock', 'root_type': 'Asset'}
]
-
-def validate_account_types(accounts):
- account_types_for_ledger = ["Cost of Goods Sold", "Depreciation", "Fixed Asset", "Payable", "Receivable", "Stock Adjustment"]
- account_types = [accounts[d]["account_type"] for d in accounts if not cint(accounts[d]['is_group']) == 1]
-
- missing = list(set(account_types_for_ledger) - set(account_types))
- if missing:
- frappe.throw(_("Please identify/create Account (Ledger) for type - {0}").format(' , '.join(missing)))
-
def unset_existing_data(company):
linked = frappe.db.sql('''select fieldname from tabDocField
where fieldtype="Link" and options="Account" and parent="Company"''', as_dict=True)
diff --git a/erpnext/healthcare/doctype/patient_medical_record/test_patient_medical_record.py b/erpnext/healthcare/doctype/patient_medical_record/test_patient_medical_record.py
index be8d4021144..2cc918af9e5 100644
--- a/erpnext/healthcare/doctype/patient_medical_record/test_patient_medical_record.py
+++ b/erpnext/healthcare/doctype/patient_medical_record/test_patient_medical_record.py
@@ -21,6 +21,7 @@ class TestPatientMedicalRecord(unittest.TestCase):
def setUp(self):
frappe.db.set_value('Healthcare Settings', None, 'enable_free_follow_ups', 0)
frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1)
+ frappe.db.sql('delete from `tabPatient Appointment`')
make_pos_profile()
def test_medical_record(self):
diff --git a/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py b/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py
index 4f96f6a7066..021ba9bb1c3 100644
--- a/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py
+++ b/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py
@@ -6,7 +6,7 @@ from __future__ import unicode_literals
import unittest
import frappe
-from frappe.utils import flt, getdate, nowdate
+from frappe.utils import add_days, flt, getdate, nowdate
from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import (
create_appointment,
@@ -33,10 +33,12 @@ class TestTherapyPlan(unittest.TestCase):
self.assertEqual(plan.status, 'Not Started')
session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab', '_Test Company')
+ session.start_date = getdate()
frappe.get_doc(session).submit()
self.assertEqual(frappe.db.get_value('Therapy Plan', plan.name, 'status'), 'In Progress')
session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab', '_Test Company')
+ session.start_date = add_days(getdate(), 1)
frappe.get_doc(session).submit()
self.assertEqual(frappe.db.get_value('Therapy Plan', plan.name, 'status'), 'Completed')
@@ -44,6 +46,7 @@ class TestTherapyPlan(unittest.TestCase):
appointment = create_appointment(patient, practitioner, nowdate())
session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab', '_Test Company', appointment.name)
+ session.start_date = add_days(getdate(), 2)
session = frappe.get_doc(session)
session.submit()
self.assertEqual(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Closed')
diff --git a/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py
index 6d63f391895..b31a9527a8c 100644
--- a/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py
+++ b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py
@@ -6,7 +6,7 @@ from __future__ import unicode_literals
import frappe
from frappe.model.document import Document
-from frappe.utils import flt, today
+from frappe.utils import flt
class TherapyPlan(Document):
@@ -63,8 +63,6 @@ def make_therapy_session(therapy_plan, patient, therapy_type, company, appointme
therapy_session.exercises = therapy_type.exercises
therapy_session.appointment = appointment
- if frappe.flags.in_test:
- therapy_session.start_date = today()
return therapy_session.as_dict()
diff --git a/erpnext/hooks.py b/erpnext/hooks.py
index 396e1c48041..3094deaafa7 100644
--- a/erpnext/hooks.py
+++ b/erpnext/hooks.py
@@ -338,6 +338,7 @@ scheduler_events = {
"all": [
"erpnext.projects.doctype.project.project.project_status_update_reminder",
"erpnext.healthcare.doctype.patient_appointment.patient_appointment.send_appointment_reminder",
+ "erpnext.hr.doctype.interview.interview.send_interview_reminder",
"erpnext.crm.doctype.social_media_post.social_media_post.process_scheduled_social_media_posts"
],
"hourly": [
@@ -383,6 +384,7 @@ scheduler_events = {
"erpnext.buying.doctype.supplier_quotation.supplier_quotation.set_expired_status",
"erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.send_auto_email",
"erpnext.non_profit.doctype.membership.membership.set_expired_status"
+ "erpnext.hr.doctype.interview.interview.send_daily_feedback_reminder"
],
"daily_long": [
"erpnext.setup.doctype.email_digest.email_digest.send",
diff --git a/erpnext/hr/doctype/attendance/attendance_list.js b/erpnext/hr/doctype/attendance/attendance_list.js
index 9a3bac0eb23..6b3c29a76b4 100644
--- a/erpnext/hr/doctype/attendance/attendance_list.js
+++ b/erpnext/hr/doctype/attendance/attendance_list.js
@@ -9,83 +9,86 @@ frappe.listview_settings['Attendance'] = {
return [__(doc.status), "orange", "status,=," + doc.status];
}
},
+
onload: function(list_view) {
let me = this;
- const months = moment.months()
- list_view.page.add_inner_button( __("Mark Attendance"), function() {
+ const months = moment.months();
+ list_view.page.add_inner_button(__("Mark Attendance"), function() {
let dialog = new frappe.ui.Dialog({
title: __("Mark Attendance"),
- fields: [
- {
- fieldname: 'employee',
- label: __('For Employee'),
- fieldtype: 'Link',
- options: 'Employee',
- get_query: () => {
- return {query: "erpnext.controllers.queries.employee_query"}
- },
- reqd: 1,
- onchange: function() {
- dialog.set_df_property("unmarked_days", "hidden", 1);
- dialog.set_df_property("status", "hidden", 1);
- dialog.set_df_property("month", "value", '');
+ fields: [{
+ fieldname: 'employee',
+ label: __('For Employee'),
+ fieldtype: 'Link',
+ options: 'Employee',
+ get_query: () => {
+ return {query: "erpnext.controllers.queries.employee_query"};
+ },
+ reqd: 1,
+ onchange: function() {
+ dialog.set_df_property("unmarked_days", "hidden", 1);
+ dialog.set_df_property("status", "hidden", 1);
+ dialog.set_df_property("month", "value", '');
+ dialog.set_df_property("unmarked_days", "options", []);
+ dialog.no_unmarked_days_left = false;
+ }
+ },
+ {
+ label: __("For Month"),
+ fieldtype: "Select",
+ fieldname: "month",
+ options: months,
+ reqd: 1,
+ onchange: function() {
+ if (dialog.fields_dict.employee.value && dialog.fields_dict.month.value) {
+ dialog.set_df_property("status", "hidden", 0);
dialog.set_df_property("unmarked_days", "options", []);
dialog.no_unmarked_days_left = false;
+ me.get_multi_select_options(dialog.fields_dict.employee.value, dialog.fields_dict.month.value).then(options => {
+ if (options.length > 0) {
+ dialog.set_df_property("unmarked_days", "hidden", 0);
+ dialog.set_df_property("unmarked_days", "options", options);
+ } else {
+ dialog.no_unmarked_days_left = true;
+ }
+ });
}
- },
- {
- label: __("For Month"),
- fieldtype: "Select",
- fieldname: "month",
- options: months,
- reqd: 1,
- onchange: function() {
- if(dialog.fields_dict.employee.value && dialog.fields_dict.month.value) {
- dialog.set_df_property("status", "hidden", 0);
- dialog.set_df_property("unmarked_days", "options", []);
- dialog.no_unmarked_days_left = false;
- me.get_multi_select_options(dialog.fields_dict.employee.value, dialog.fields_dict.month.value).then(options =>{
- if (options.length > 0) {
- dialog.set_df_property("unmarked_days", "hidden", 0);
- dialog.set_df_property("unmarked_days", "options", options);
- } else {
- dialog.no_unmarked_days_left = true;
- }
- });
- }
- }
- },
- {
- label: __("Status"),
- fieldtype: "Select",
- fieldname: "status",
- options: ["Present", "Absent", "Half Day", "Work From Home"],
- hidden:1,
- reqd: 1,
+ }
+ },
+ {
+ label: __("Status"),
+ fieldtype: "Select",
+ fieldname: "status",
+ options: ["Present", "Absent", "Half Day", "Work From Home"],
+ hidden: 1,
+ reqd: 1,
- },
- {
- label: __("Unmarked Attendance for days"),
- fieldname: "unmarked_days",
- fieldtype: "MultiCheck",
- options: [],
- columns: 2,
- hidden: 1
- },
- ],
- primary_action(data) {
+ },
+ {
+ label: __("Unmarked Attendance for days"),
+ fieldname: "unmarked_days",
+ fieldtype: "MultiCheck",
+ options: [],
+ columns: 2,
+ hidden: 1
+ }],
+ primary_action(data) {
if (cur_dialog.no_unmarked_days_left) {
- frappe.msgprint(__("Attendance for the month of {0} , has already been marked for the Employee {1}",[dialog.fields_dict.month.value, dialog.fields_dict.employee.value]));
+ frappe.msgprint(__("Attendance for the month of {0} , has already been marked for the Employee {1}",
+ [dialog.fields_dict.month.value, dialog.fields_dict.employee.value]));
} else {
- frappe.confirm(__('Mark attendance as {0} for {1} on selected dates?', [data.status,data.month]), () => {
+ frappe.confirm(__('Mark attendance as {0} for {1} on selected dates?', [data.status, data.month]), () => {
frappe.call({
method: "erpnext.hr.doctype.attendance.attendance.mark_bulk_attendance",
args: {
data: data
},
- callback: function(r) {
+ callback: function (r) {
if (r.message === 1) {
- frappe.show_alert({message: __("Attendance Marked"), indicator: 'blue'});
+ frappe.show_alert({
+ message: __("Attendance Marked"),
+ indicator: 'blue'
+ });
cur_dialog.hide();
}
}
@@ -101,21 +104,26 @@ frappe.listview_settings['Attendance'] = {
dialog.show();
});
},
- get_multi_select_options: function(employee, month){
+
+ get_multi_select_options: function(employee, month) {
return new Promise(resolve => {
frappe.call({
method: 'erpnext.hr.doctype.attendance.attendance.get_unmarked_days',
async: false,
- args:{
+ args: {
employee: employee,
month: month,
}
}).then(r => {
var options = [];
- for(var d in r.message){
+ for (var d in r.message) {
var momentObj = moment(r.message[d], 'YYYY-MM-DD');
var date = momentObj.format('DD-MM-YYYY');
- options.push({ "label":date, "value": r.message[d] , "checked": 1});
+ options.push({
+ "label": date,
+ "value": r.message[d],
+ "checked": 1
+ });
}
resolve(options);
});
diff --git a/erpnext/hr/doctype/employee/employee.js b/erpnext/hr/doctype/employee/employee.js
index c21d4b893cc..1ac40c6186d 100755
--- a/erpnext/hr/doctype/employee/employee.js
+++ b/erpnext/hr/doctype/employee/employee.js
@@ -4,40 +4,46 @@
frappe.provide("erpnext.hr");
erpnext.hr.EmployeeController = frappe.ui.form.Controller.extend({
setup: function() {
- this.frm.fields_dict.user_id.get_query = function(doc, cdt, cdn) {
+ this.frm.fields_dict.user_id.get_query = function() {
return {
query: "frappe.core.doctype.user.user.user_query",
- filters: {ignore_user_type: 1}
- }
- }
- this.frm.fields_dict.reports_to.get_query = function(doc, cdt, cdn) {
- return { query: "erpnext.controllers.queries.employee_query"} }
+ filters: {
+ ignore_user_type: 1
+ }
+ };
+ };
+ this.frm.fields_dict.reports_to.get_query = function() {
+ return {
+ query: "erpnext.controllers.queries.employee_query"
+ };
+ };
},
refresh: function() {
- var me = this;
erpnext.toggle_naming_series();
},
date_of_birth: function() {
return cur_frm.call({
method: "get_retirement_date",
- args: {date_of_birth: this.frm.doc.date_of_birth}
+ args: {
+ date_of_birth: this.frm.doc.date_of_birth
+ }
});
},
salutation: function() {
- if(this.frm.doc.salutation) {
+ if (this.frm.doc.salutation) {
this.frm.set_value("gender", {
"Mr": "Male",
"Ms": "Female"
- }[this.frm.doc.salutation]);
+ } [this.frm.doc.salutation]);
}
},
});
-frappe.ui.form.on('Employee',{
- setup: function(frm) {
+frappe.ui.form.on('Employee', {
+ setup: function (frm) {
frm.set_query("leave_policy", function() {
return {
"filters": {
@@ -46,7 +52,7 @@ frappe.ui.form.on('Employee',{
};
});
},
- onload:function(frm) {
+ onload: function (frm) {
frm.set_query("department", function() {
return {
"filters": {
@@ -55,23 +61,28 @@ frappe.ui.form.on('Employee',{
};
});
},
- prefered_contact_email:function(frm){
- frm.events.update_contact(frm)
+ prefered_contact_email: function(frm) {
+ frm.events.update_contact(frm);
},
- personal_email:function(frm){
- frm.events.update_contact(frm)
+
+ personal_email: function(frm) {
+ frm.events.update_contact(frm);
},
- company_email:function(frm){
- frm.events.update_contact(frm)
+
+ company_email: function(frm) {
+ frm.events.update_contact(frm);
},
- user_id:function(frm){
- frm.events.update_contact(frm)
+
+ user_id: function(frm) {
+ frm.events.update_contact(frm);
},
- update_contact:function(frm){
+
+ update_contact: function(frm) {
var prefered_email_fieldname = frappe.model.scrub(frm.doc.prefered_contact_email) || 'user_id';
frm.set_value("prefered_email",
- frm.fields_dict[prefered_email_fieldname].value)
+ frm.fields_dict[prefered_email_fieldname].value);
},
+
status: function(frm) {
return frm.call({
method: "deactivate_sales_person",
@@ -81,19 +92,63 @@ frappe.ui.form.on('Employee',{
}
});
},
+
create_user: function(frm) {
- if (!frm.doc.prefered_email)
- {
- frappe.throw(__("Please enter Preferred Contact Email"))
+ if (!frm.doc.prefered_email) {
+ frappe.throw(__("Please enter Preferred Contact Email"));
}
frappe.call({
method: "erpnext.hr.doctype.employee.employee.create_user",
- args: { employee: frm.doc.name, email: frm.doc.prefered_email },
- callback: function(r)
- {
- frm.set_value("user_id", r.message)
+ args: {
+ employee: frm.doc.name,
+ email: frm.doc.prefered_email
+ },
+ callback: function (r) {
+ frm.set_value("user_id", r.message);
}
});
}
});
-cur_frm.cscript = new erpnext.hr.EmployeeController({frm: cur_frm});
+
+cur_frm.cscript = new erpnext.hr.EmployeeController({
+ frm: cur_frm
+});
+
+
+frappe.tour['Employee'] = [
+ {
+ fieldname: "first_name",
+ title: "First Name",
+ description: __("Enter First and Last name of Employee, based on Which Full Name will be updated. IN transactions, it will be Full Name which will be fetched.")
+ },
+ {
+ fieldname: "company",
+ title: "Company",
+ description: __("Select a Company this Employee belongs to. Other HR features like Payroll. Expense Claims and Leaves for this Employee will be created for a given company only.")
+ },
+ {
+ fieldname: "date_of_birth",
+ title: "Date of Birth",
+ description: __("Select Date of Birth. This will validate Employees age and prevent hiring of under-age staff.")
+ },
+ {
+ fieldname: "date_of_joining",
+ title: "Date of Joining",
+ description: __("Select Date of joining. It will have impact on the first salary calculation, Leave allocation on pro-rata bases.")
+ },
+ {
+ fieldname: "holiday_list",
+ title: "Holiday List",
+ description: __("Select a default Holiday List for this Employee. The days listed in Holiday List will not be counted in Leave Application.")
+ },
+ {
+ fieldname: "reports_to",
+ title: "Reports To",
+ description: __("Here, you can select a senior of this Employee. Based on this, Organization Chart will be populated.")
+ },
+ {
+ fieldname: "leave_approver",
+ title: "Leave Approver",
+ description: __("Select Leave Approver for an employee. The user one who will look after his/her Leave application")
+ },
+];
diff --git a/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
index 33cad7b7e9b..bc369bc5b46 100644
--- a/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
+++ b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
@@ -72,6 +72,7 @@ def get_job_applicant():
applicant = frappe.new_doc('Job Applicant')
applicant.applicant_name = 'Test Researcher'
applicant.email_id = 'test@researcher.com'
+ applicant.designation = 'Researcher'
applicant.status = 'Open'
applicant.cover_letter = 'I am a great Researcher.'
applicant.insert()
diff --git a/erpnext/hr/doctype/employee_referral/employee_referral.py b/erpnext/hr/doctype/employee_referral/employee_referral.py
index 5cb5bb5fd3a..db356bf91f1 100644
--- a/erpnext/hr/doctype/employee_referral/employee_referral.py
+++ b/erpnext/hr/doctype/employee_referral/employee_referral.py
@@ -38,8 +38,10 @@ def create_job_applicant(source_name, target_doc=None):
status = "Open"
job_applicant = frappe.new_doc("Job Applicant")
+ job_applicant.source = "Employee Referral"
job_applicant.employee_referral = emp_ref.name
job_applicant.status = status
+ job_applicant.designation = emp_ref.for_designation
job_applicant.applicant_name = emp_ref.full_name
job_applicant.email_id = emp_ref.email
job_applicant.phone_number = emp_ref.contact_no
diff --git a/erpnext/hr/doctype/employee_referral/test_employee_referral.py b/erpnext/hr/doctype/employee_referral/test_employee_referral.py
index d0ee2fcdea7..1340f62bbf4 100644
--- a/erpnext/hr/doctype/employee_referral/test_employee_referral.py
+++ b/erpnext/hr/doctype/employee_referral/test_employee_referral.py
@@ -17,6 +17,11 @@ from erpnext.hr.doctype.employee_referral.employee_referral import (
class TestEmployeeReferral(unittest.TestCase):
+
+ def setUp(self):
+ frappe.db.sql("DELETE FROM `tabJob Applicant`")
+ frappe.db.sql("DELETE FROM `tabEmployee Referral`")
+
def test_workflow_and_status_sync(self):
emp_ref = create_employee_referral()
@@ -50,6 +55,10 @@ class TestEmployeeReferral(unittest.TestCase):
add_sal = create_additional_salary(emp_ref)
self.assertTrue(add_sal.ref_docname, emp_ref.name)
+ def tearDown(self):
+ frappe.db.sql("DELETE FROM `tabJob Applicant`")
+ frappe.db.sql("DELETE FROM `tabEmployee Referral`")
+
def create_employee_referral():
emp_ref = frappe.new_doc("Employee Referral")
diff --git a/erpnext/hr/doctype/expected_skill_set/__init__.py b/erpnext/hr/doctype/expected_skill_set/__init__.py
new file mode 100644
index 00000000000..e69de29bb2d
diff --git a/erpnext/hr/doctype/expected_skill_set/expected_skill_set.json b/erpnext/hr/doctype/expected_skill_set/expected_skill_set.json
new file mode 100644
index 00000000000..899f5bd0ff4
--- /dev/null
+++ b/erpnext/hr/doctype/expected_skill_set/expected_skill_set.json
@@ -0,0 +1,40 @@
+{
+ "actions": [],
+ "creation": "2021-04-12 13:05:06.741330",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "skill",
+ "description"
+ ],
+ "fields": [
+ {
+ "fieldname": "skill",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Skill",
+ "options": "Skill",
+ "reqd": 1
+ },
+ {
+ "fetch_from": "skill.description",
+ "fieldname": "description",
+ "fieldtype": "Small Text",
+ "in_list_view": 1,
+ "label": "Description"
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2021-04-12 14:26:33.062549",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Expected Skill Set",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/expected_skill_set/expected_skill_set.py b/erpnext/hr/doctype/expected_skill_set/expected_skill_set.py
new file mode 100644
index 00000000000..27120c1fb37
--- /dev/null
+++ b/erpnext/hr/doctype/expected_skill_set/expected_skill_set.py
@@ -0,0 +1,12 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2021, 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 ExpectedSkillSet(Document):
+ pass
diff --git a/erpnext/hr/doctype/holiday_list/holiday_list.js b/erpnext/hr/doctype/holiday_list/holiday_list.js
index 462bd8bb671..ea033c7ed92 100644
--- a/erpnext/hr/doctype/holiday_list/holiday_list.js
+++ b/erpnext/hr/doctype/holiday_list/holiday_list.js
@@ -1,10 +1,10 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Holiday List', {
+frappe.ui.form.on("Holiday List", {
refresh: function(frm) {
if (frm.doc.holidays) {
- frm.set_value('total_holidays', frm.doc.holidays.length);
+ frm.set_value("total_holidays", frm.doc.holidays.length);
}
},
from_date: function(frm) {
@@ -14,3 +14,36 @@ frappe.ui.form.on('Holiday List', {
}
}
});
+
+frappe.tour["Holiday List"] = [
+ {
+ fieldname: "holiday_list_name",
+ title: "Holiday List Name",
+ description: __("Enter a name for this Holiday List."),
+ },
+ {
+ fieldname: "from_date",
+ title: "From Date",
+ description: __("Based on your HR Policy, select your leave allocation period's start date"),
+ },
+ {
+ fieldname: "to_date",
+ title: "To Date",
+ description: __("Based on your HR Policy, select your leave allocation period's end date"),
+ },
+ {
+ fieldname: "weekly_off",
+ title: "Weekly Off",
+ description: __("Select your weekly off day"),
+ },
+ {
+ fieldname: "get_weekly_off_dates",
+ title: "Add Holidays",
+ description: __("Click on Add to Holidays. This will populate the holidays table with all the dates that fall on the selected weekly off. Repeat the process for populating the dates for all your weekly holidays"),
+ },
+ {
+ fieldname: "holidays",
+ title: "Holidays",
+ description: __("Here, your weekly offs are pre-populated based on the previous selections. You can add more rows to also add public and national holidays individually.")
+ },
+];
diff --git a/erpnext/hr/doctype/hr_settings/hr_settings.js b/erpnext/hr/doctype/hr_settings/hr_settings.js
index ec99472d9bc..6e26a1fa71d 100644
--- a/erpnext/hr/doctype/hr_settings/hr_settings.js
+++ b/erpnext/hr/doctype/hr_settings/hr_settings.js
@@ -2,7 +2,22 @@
// For license information, please see license.txt
frappe.ui.form.on('HR Settings', {
- restrict_backdated_leave_application: function(frm) {
- frm.toggle_reqd("role_allowed_to_create_backdated_leave_application", frm.doc.restrict_backdated_leave_application);
- }
});
+
+frappe.tour['HR Settings'] = [
+ {
+ fieldname: 'emp_created_by',
+ title: 'Employee Naming By',
+ description: __('Employee can be named by Employee ID if you assign one, or via Naming Series. Select your preference here.'),
+ },
+ {
+ fieldname: 'standard_working_hours',
+ title: 'Standard Working Hours',
+ description: __('Enter the Standard Working Hours for a normal work day. These hours will be used in calculations of reports such as Employee Hours Utilization and Project Profitability analysis.'),
+ },
+ {
+ fieldname: 'leave_and_expense_claim_settings',
+ title: 'Leave and Expense Clain Settings',
+ description: __('Review various other settings related to Employee Leaves and Expense Claim')
+ }
+];
diff --git a/erpnext/hr/doctype/hr_settings/hr_settings.json b/erpnext/hr/doctype/hr_settings/hr_settings.json
index 8aa3c0ca9f1..5148435c130 100644
--- a/erpnext/hr/doctype/hr_settings/hr_settings.json
+++ b/erpnext/hr/doctype/hr_settings/hr_settings.json
@@ -7,30 +7,36 @@
"engine": "InnoDB",
"field_order": [
"employee_settings",
- "retirement_age",
"emp_created_by",
- "column_break_4",
"standard_working_hours",
- "expense_approver_mandatory_in_expense_claim",
+ "column_break_9",
+ "retirement_age",
"reminders_section",
"send_birthday_reminders",
- "column_break_9",
- "send_work_anniversary_reminders",
"column_break_11",
+ "send_work_anniversary_reminders",
+ "column_break_18",
"send_holiday_reminders",
"frequency",
- "leave_settings",
+ "leave_and_expense_claim_settings",
"send_leave_notification",
"leave_approval_notification_template",
"leave_status_notification_template",
- "role_allowed_to_create_backdated_leave_application",
- "column_break_18",
"leave_approver_mandatory_in_leave_application",
+ "restrict_backdated_leave_application",
+ "role_allowed_to_create_backdated_leave_application",
+ "column_break_29",
+ "expense_approver_mandatory_in_expense_claim",
"show_leaves_of_all_department_members_in_calendar",
"auto_leave_encashment",
- "restrict_backdated_leave_application",
- "hiring_settings",
- "check_vacancies"
+ "hiring_settings_section",
+ "check_vacancies",
+ "send_interview_reminder",
+ "interview_reminder_template",
+ "remind_before",
+ "column_break_4",
+ "send_interview_feedback_reminder",
+ "feedback_reminder_notification_template"
],
"fields": [
{
@@ -39,17 +45,16 @@
"label": "Employee Settings"
},
{
- "description": "Enter retirement age in years",
"fieldname": "retirement_age",
"fieldtype": "Data",
- "label": "Retirement Age"
+ "label": "Retirement Age (In Years)"
},
{
"default": "Naming Series",
- "description": "Employee records are created using the selected field",
+ "description": "Employee records are created using the selected option",
"fieldname": "emp_created_by",
"fieldtype": "Select",
- "label": "Employee Records to be created by",
+ "label": "Employee Naming By",
"options": "Naming Series\nEmployee Number\nFull Name"
},
{
@@ -62,28 +67,6 @@
"fieldtype": "Check",
"label": "Expense Approver Mandatory In Expense Claim"
},
- {
- "collapsible": 1,
- "fieldname": "leave_settings",
- "fieldtype": "Section Break",
- "label": "Leave Settings"
- },
- {
- "depends_on": "eval: doc.send_leave_notification == 1",
- "fieldname": "leave_approval_notification_template",
- "fieldtype": "Link",
- "label": "Leave Approval Notification Template",
- "mandatory_depends_on": "eval: doc.send_leave_notification == 1",
- "options": "Email Template"
- },
- {
- "depends_on": "eval: doc.send_leave_notification == 1",
- "fieldname": "leave_status_notification_template",
- "fieldtype": "Link",
- "label": "Leave Status Notification Template",
- "mandatory_depends_on": "eval: doc.send_leave_notification == 1",
- "options": "Email Template"
- },
{
"fieldname": "column_break_18",
"fieldtype": "Column Break"
@@ -100,35 +83,18 @@
"fieldtype": "Check",
"label": "Show Leaves Of All Department Members In Calendar"
},
- {
- "collapsible": 1,
- "fieldname": "hiring_settings",
- "fieldtype": "Section Break",
- "label": "Hiring Settings"
- },
- {
- "default": "0",
- "fieldname": "check_vacancies",
- "fieldtype": "Check",
- "label": "Check Vacancies On Job Offer Creation"
- },
{
"default": "0",
"fieldname": "auto_leave_encashment",
"fieldtype": "Check",
"label": "Auto Leave Encashment"
},
- {
- "default": "0",
- "fieldname": "restrict_backdated_leave_application",
- "fieldtype": "Check",
- "label": "Restrict Backdated Leave Application"
- },
{
"depends_on": "eval:doc.restrict_backdated_leave_application == 1",
"fieldname": "role_allowed_to_create_backdated_leave_application",
"fieldtype": "Link",
"label": "Role Allowed to Create Backdated Leave Application",
+ "mandatory_depends_on": "eval:doc.restrict_backdated_leave_application == 1",
"options": "Role"
},
{
@@ -137,11 +103,40 @@
"fieldtype": "Check",
"label": "Send Leave Notification"
},
+ {
+ "depends_on": "eval: doc.send_leave_notification == 1",
+ "fieldname": "leave_approval_notification_template",
+ "fieldtype": "Link",
+ "label": "Leave Approval Notification Template",
+ "mandatory_depends_on": "eval: doc.send_leave_notification == 1",
+ "options": "Email Template"
+ },
+ {
+ "depends_on": "eval: doc.send_leave_notification == 1",
+ "fieldname": "leave_status_notification_template",
+ "fieldtype": "Link",
+ "label": "Leave Status Notification Template",
+ "mandatory_depends_on": "eval: doc.send_leave_notification == 1",
+ "options": "Email Template"
+ },
{
"fieldname": "standard_working_hours",
"fieldtype": "Int",
"label": "Standard Working Hours"
},
+ {
+ "collapsible": 1,
+ "fieldname": "leave_and_expense_claim_settings",
+ "fieldtype": "Section Break",
+ "label": "Leave and Expense Claim Settings"
+ },
+ {
+ "default": "00:15:00",
+ "depends_on": "send_interview_reminder",
+ "fieldname": "remind_before",
+ "fieldtype": "Time",
+ "label": "Remind Before"
+ },
{
"collapsible": 1,
"fieldname": "reminders_section",
@@ -166,6 +161,7 @@
"fieldname": "frequency",
"fieldtype": "Select",
"label": "Set the frequency for holiday reminders",
+ "mandatory_depends_on": "send_holiday_reminders",
"options": "Weekly\nMonthly"
},
{
@@ -181,13 +177,62 @@
{
"fieldname": "column_break_11",
"fieldtype": "Column Break"
+ },
+ {
+ "default": "0",
+ "fieldname": "send_interview_reminder",
+ "fieldtype": "Check",
+ "label": "Send Interview Reminder"
+ },
+ {
+ "default": "0",
+ "fieldname": "send_interview_feedback_reminder",
+ "fieldtype": "Check",
+ "label": "Send Interview Feedback Reminder"
+ },
+ {
+ "fieldname": "column_break_29",
+ "fieldtype": "Column Break"
+ },
+ {
+ "depends_on": "send_interview_feedback_reminder",
+ "fieldname": "feedback_reminder_notification_template",
+ "fieldtype": "Link",
+ "label": "Feedback Reminder Notification Template",
+ "mandatory_depends_on": "send_interview_feedback_reminder",
+ "options": "Email Template"
+ },
+ {
+ "depends_on": "send_interview_reminder",
+ "fieldname": "interview_reminder_template",
+ "fieldtype": "Link",
+ "label": "Interview Reminder Notification Template",
+ "mandatory_depends_on": "send_interview_reminder",
+ "options": "Email Template"
+ },
+ {
+ "default": "0",
+ "fieldname": "restrict_backdated_leave_application",
+ "fieldtype": "Check",
+ "label": "Restrict Backdated Leave Application"
+ },
+ {
+ "fieldname": "hiring_settings_section",
+ "fieldtype": "Section Break",
+ "label": "Hiring Settings"
+ },
+ {
+ "default": "0",
+ "fieldname": "check_vacancies",
+ "fieldtype": "Check",
+ "label": "Check Vacancies On Job Offer Creation"
}
],
"icon": "fa fa-cog",
"idx": 1,
"issingle": 1,
"links": [],
- "modified": "2021-08-24 14:54:12.834162",
+ "modified": "2021-10-01 23:46:11.098236",
"modified_by": "Administrator",
"module": "HR",
"name": "HR Settings",
diff --git a/erpnext/hr/doctype/interview/__init__.py b/erpnext/hr/doctype/interview/__init__.py
new file mode 100644
index 00000000000..e69de29bb2d
diff --git a/erpnext/hr/doctype/interview/interview.js b/erpnext/hr/doctype/interview/interview.js
new file mode 100644
index 00000000000..6341e3a62b4
--- /dev/null
+++ b/erpnext/hr/doctype/interview/interview.js
@@ -0,0 +1,237 @@
+// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Interview', {
+ onload: function (frm) {
+ frm.events.set_job_applicant_query(frm);
+
+ frm.set_query('interviewer', 'interview_details', function () {
+ return {
+ query: 'erpnext.hr.doctype.interview.interview.get_interviewer_list'
+ };
+ });
+ },
+
+ refresh: function (frm) {
+ if (frm.doc.docstatus != 2 && !frm.doc.__islocal) {
+ if (frm.doc.status === 'Pending') {
+ frm.add_custom_button(__('Reschedule Interview'), function() {
+ frm.events.show_reschedule_dialog(frm);
+ frm.refresh();
+ });
+ }
+
+ let allowed_interviewers = [];
+ frm.doc.interview_details.forEach(values => {
+ allowed_interviewers.push(values.interviewer);
+ });
+
+ if ((allowed_interviewers.includes(frappe.session.user))) {
+ frappe.db.get_value('Interview Feedback', {'interviewer': frappe.session.user, 'interview': frm.doc.name, 'docstatus': 1}, 'name', (r) => {
+ if (Object.keys(r).length === 0) {
+ frm.add_custom_button(__('Submit Feedback'), function () {
+ frappe.call({
+ method: 'erpnext.hr.doctype.interview.interview.get_expected_skill_set',
+ args: {
+ interview_round: frm.doc.interview_round
+ },
+ callback: function (r) {
+ frm.events.show_feedback_dialog(frm, r.message);
+ frm.refresh();
+ }
+ });
+ }).addClass('btn-primary');
+ }
+ });
+ }
+ }
+ },
+
+ show_reschedule_dialog: function (frm) {
+ let d = new frappe.ui.Dialog({
+ title: 'Reschedule Interview',
+ fields: [
+ {
+ label: 'Schedule On',
+ fieldname: 'scheduled_on',
+ fieldtype: 'Date',
+ reqd: 1
+ },
+ {
+ label: 'From Time',
+ fieldname: 'from_time',
+ fieldtype: 'Time',
+ reqd: 1
+ },
+ {
+ label: 'To Time',
+ fieldname: 'to_time',
+ fieldtype: 'Time',
+ reqd: 1
+ }
+ ],
+ primary_action_label: 'Reschedule',
+ primary_action(values) {
+ frm.call({
+ method: 'reschedule_interview',
+ doc: frm.doc,
+ args: {
+ scheduled_on: values.scheduled_on,
+ from_time: values.from_time,
+ to_time: values.to_time
+ }
+ }).then(() => {
+ frm.refresh();
+ d.hide();
+ });
+ }
+ });
+ d.show();
+ },
+
+ show_feedback_dialog: function (frm, data) {
+ let fields = frm.events.get_fields_for_feedback();
+
+ let d = new frappe.ui.Dialog({
+ title: __('Submit Feedback'),
+ fields: [
+ {
+ fieldname: 'skill_set',
+ fieldtype: 'Table',
+ label: __('Skill Assessment'),
+ cannot_add_rows: false,
+ in_editable_grid: true,
+ reqd: 1,
+ fields: fields,
+ data: data
+ },
+ {
+ fieldname: 'result',
+ fieldtype: 'Select',
+ options: ['', 'Cleared', 'Rejected'],
+ label: __('Result')
+ },
+ {
+ fieldname: 'feedback',
+ fieldtype: 'Small Text',
+ label: __('Feedback')
+ }
+ ],
+ size: 'large',
+ minimizable: true,
+ primary_action: function(values) {
+ frappe.call({
+ method: 'erpnext.hr.doctype.interview.interview.create_interview_feedback',
+ args: {
+ data: values,
+ interview_name: frm.doc.name,
+ interviewer: frappe.session.user,
+ job_applicant: frm.doc.job_applicant
+ }
+ }).then(() => {
+ frm.refresh();
+ });
+ d.hide();
+ }
+ });
+ d.show();
+ },
+
+ get_fields_for_feedback: function () {
+ return [{
+ fieldtype: 'Link',
+ fieldname: 'skill',
+ options: 'Skill',
+ in_list_view: 1,
+ label: __('Skill')
+ }, {
+ fieldtype: 'Rating',
+ fieldname: 'rating',
+ label: __('Rating'),
+ in_list_view: 1,
+ reqd: 1,
+ }];
+ },
+
+ set_job_applicant_query: function (frm) {
+ frm.set_query('job_applicant', function () {
+ let job_applicant_filters = {
+ status: ['!=', 'Rejected']
+ };
+ if (frm.doc.designation) {
+ job_applicant_filters.designation = frm.doc.designation;
+ }
+ return {
+ filters: job_applicant_filters
+ };
+ });
+ },
+
+ interview_round: async function (frm) {
+ frm.events.reset_values(frm);
+ frm.set_value('job_applicant', '');
+
+ let round_data = (await frappe.db.get_value('Interview Round', frm.doc.interview_round, 'designation')).message;
+ frm.set_value('designation', round_data.designation);
+ frm.events.set_job_applicant_query(frm);
+
+ if (frm.doc.interview_round) {
+ frm.events.set_interview_details(frm);
+ } else {
+ frm.set_value('interview_details', []);
+ }
+ },
+
+ set_interview_details: function (frm) {
+ frappe.call({
+ method: 'erpnext.hr.doctype.interview.interview.get_interviewers',
+ args: {
+ interview_round: frm.doc.interview_round
+ },
+ callback: function (data) {
+ let interview_details = data.message;
+ frm.set_value('interview_details', []);
+ if (data.message.length) {
+ frm.set_value('interview_details', interview_details);
+ }
+ }
+ });
+ },
+
+ job_applicant: function (frm) {
+ if (!frm.doc.interview_round) {
+ frm.doc.job_applicant = '';
+ frm.refresh();
+ frappe.throw(__('Select Interview Round First'));
+ }
+
+ if (frm.doc.job_applicant) {
+ frm.events.set_designation_and_job_opening(frm);
+ } else {
+ frm.events.reset_values(frm);
+ }
+ },
+
+ set_designation_and_job_opening: async function (frm) {
+ let round_data = (await frappe.db.get_value('Interview Round', frm.doc.interview_round, 'designation')).message;
+ frm.set_value('designation', round_data.designation);
+ frm.events.set_job_applicant_query(frm);
+
+ let job_applicant_data = (await frappe.db.get_value(
+ 'Job Applicant', frm.doc.job_applicant, ['designation', 'job_title', 'resume_link'],
+ )).message;
+
+ if (!round_data.designation) {
+ frm.set_value('designation', job_applicant_data.designation);
+ }
+
+ frm.set_value('job_opening', job_applicant_data.job_title);
+ frm.set_value('resume_link', job_applicant_data.resume_link);
+ },
+
+ reset_values: function (frm) {
+ frm.set_value('designation', '');
+ frm.set_value('job_opening', '');
+ frm.set_value('resume_link', '');
+ }
+});
diff --git a/erpnext/hr/doctype/interview/interview.json b/erpnext/hr/doctype/interview/interview.json
new file mode 100644
index 00000000000..0d393e7556f
--- /dev/null
+++ b/erpnext/hr/doctype/interview/interview.json
@@ -0,0 +1,254 @@
+{
+ "actions": [],
+ "autoname": "HR-INT-.YYYY.-.####",
+ "creation": "2021-04-12 15:03:11.524090",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "interview_details_section",
+ "interview_round",
+ "job_applicant",
+ "job_opening",
+ "designation",
+ "resume_link",
+ "column_break_4",
+ "status",
+ "scheduled_on",
+ "from_time",
+ "to_time",
+ "interview_feedback_section",
+ "interview_details",
+ "ratings_section",
+ "expected_average_rating",
+ "column_break_12",
+ "average_rating",
+ "section_break_13",
+ "interview_summary",
+ "reminded",
+ "amended_from"
+ ],
+ "fields": [
+ {
+ "fieldname": "job_applicant",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Job Applicant",
+ "options": "Job Applicant",
+ "reqd": 1
+ },
+ {
+ "fieldname": "job_opening",
+ "fieldtype": "Link",
+ "label": "Job Opening",
+ "options": "Job Opening",
+ "read_only": 1
+ },
+ {
+ "fieldname": "interview_round",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Interview Round",
+ "options": "Interview Round",
+ "reqd": 1
+ },
+ {
+ "default": "Pending",
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Status",
+ "options": "Pending\nUnder Review\nCleared\nRejected",
+ "reqd": 1
+ },
+ {
+ "fieldname": "ratings_section",
+ "fieldtype": "Section Break",
+ "label": "Ratings"
+ },
+ {
+ "allow_on_submit": 1,
+ "fieldname": "average_rating",
+ "fieldtype": "Rating",
+ "in_list_view": 1,
+ "label": "Obtained Average Rating",
+ "read_only": 1
+ },
+ {
+ "allow_on_submit": 1,
+ "fieldname": "interview_summary",
+ "fieldtype": "Text"
+ },
+ {
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "resume_link",
+ "fieldtype": "Data",
+ "label": "Resume link"
+ },
+ {
+ "fieldname": "interview_details_section",
+ "fieldtype": "Section Break",
+ "label": "Details"
+ },
+ {
+ "fetch_from": "interview_round.expected_average_rating",
+ "fieldname": "expected_average_rating",
+ "fieldtype": "Rating",
+ "label": "Expected Average Rating",
+ "read_only": 1
+ },
+ {
+ "collapsible": 1,
+ "fieldname": "section_break_13",
+ "fieldtype": "Section Break",
+ "label": "Interview Summary"
+ },
+ {
+ "fieldname": "column_break_12",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fetch_from": "interview_round.designation",
+ "fieldname": "designation",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Designation",
+ "options": "Designation",
+ "read_only": 1
+ },
+ {
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "label": "Amended From",
+ "no_copy": 1,
+ "options": "Interview",
+ "print_hide": 1,
+ "read_only": 1
+ },
+ {
+ "fieldname": "scheduled_on",
+ "fieldtype": "Date",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Scheduled On",
+ "reqd": 1,
+ "set_only_once": 1
+ },
+ {
+ "default": "0",
+ "fieldname": "reminded",
+ "fieldtype": "Check",
+ "hidden": 1,
+ "label": "Reminded"
+ },
+ {
+ "allow_on_submit": 1,
+ "fieldname": "interview_details",
+ "fieldtype": "Table",
+ "options": "Interview Detail"
+ },
+ {
+ "fieldname": "interview_feedback_section",
+ "fieldtype": "Section Break",
+ "label": "Feedback"
+ },
+ {
+ "fieldname": "from_time",
+ "fieldtype": "Time",
+ "in_list_view": 1,
+ "label": "From Time",
+ "reqd": 1,
+ "set_only_once": 1
+ },
+ {
+ "fieldname": "to_time",
+ "fieldtype": "Time",
+ "in_list_view": 1,
+ "label": "To Time",
+ "reqd": 1,
+ "set_only_once": 1
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "is_submittable": 1,
+ "links": [
+ {
+ "link_doctype": "Interview Feedback",
+ "link_fieldname": "interview"
+ }
+ ],
+ "modified": "2021-09-30 13:30:05.421035",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Interview",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Interviewer",
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "job_applicant",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/interview/interview.py b/erpnext/hr/doctype/interview/interview.py
new file mode 100644
index 00000000000..955acca631d
--- /dev/null
+++ b/erpnext/hr/doctype/interview/interview.py
@@ -0,0 +1,293 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+
+import datetime
+
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.utils import cstr, get_datetime, get_link_to_form
+
+
+class DuplicateInterviewRoundError(frappe.ValidationError):
+ pass
+
+class Interview(Document):
+ def validate(self):
+ self.validate_duplicate_interview()
+ self.validate_designation()
+ self.validate_overlap()
+
+ def on_submit(self):
+ if self.status not in ['Cleared', 'Rejected']:
+ frappe.throw(_('Only Interviews with Cleared or Rejected status can be submitted.'), title=_('Not Allowed'))
+
+ def validate_duplicate_interview(self):
+ duplicate_interview = frappe.db.exists('Interview', {
+ 'job_applicant': self.job_applicant,
+ 'interview_round': self.interview_round,
+ 'docstatus': 1
+ }
+ )
+
+ if duplicate_interview:
+ frappe.throw(_('Job Applicants are not allowed to appear twice for the same Interview round. Interview {0} already scheduled for Job Applicant {1}').format(
+ frappe.bold(get_link_to_form('Interview', duplicate_interview)),
+ frappe.bold(self.job_applicant)
+ ))
+
+ def validate_designation(self):
+ applicant_designation = frappe.db.get_value('Job Applicant', self.job_applicant, 'designation')
+ if self.designation :
+ if self.designation != applicant_designation:
+ frappe.throw(_('Interview Round {0} is only for Designation {1}. Job Applicant has applied for the role {2}').format(
+ self.interview_round, frappe.bold(self.designation), applicant_designation),
+ exc=DuplicateInterviewRoundError)
+ else:
+ self.designation = applicant_designation
+
+ def validate_overlap(self):
+ interviewers = [entry.interviewer for entry in self.interview_details] or ['']
+
+ overlaps = frappe.db.sql("""
+ SELECT interview.name
+ FROM `tabInterview` as interview
+ INNER JOIN `tabInterview Detail` as detail
+ WHERE
+ interview.scheduled_on = %s and interview.name != %s and interview.docstatus != 2
+ and (interview.job_applicant = %s or detail.interviewer IN %s) and
+ ((from_time < %s and to_time > %s) or
+ (from_time > %s and to_time < %s) or
+ (from_time = %s))
+ """, (self.scheduled_on, self.name, self.job_applicant, interviewers,
+ self.from_time, self.to_time, self.from_time, self.to_time, self.from_time))
+
+ if overlaps:
+ overlapping_details = _('Interview overlaps with {0}').format(get_link_to_form('Interview', overlaps[0][0]))
+ frappe.throw(overlapping_details, title=_('Overlap'))
+
+
+ @frappe.whitelist()
+ def reschedule_interview(self, scheduled_on, from_time, to_time):
+ original_date = self.scheduled_on
+ from_time = self.from_time
+ to_time = self.to_time
+
+ self.db_set({
+ 'scheduled_on': scheduled_on,
+ 'from_time': from_time,
+ 'to_time': to_time
+ })
+ self.notify_update()
+
+ recipients = get_recipients(self.name)
+
+ try:
+ frappe.sendmail(
+ recipients= recipients,
+ subject=_('Interview: {0} Rescheduled').format(self.name),
+ message=_('Your Interview session is rescheduled from {0} {1} - {2} to {3} {4} - {5}').format(
+ original_date, from_time, to_time, self.scheduled_on, self.from_time, self.to_time),
+ reference_doctype=self.doctype,
+ reference_name=self.name
+ )
+ except Exception:
+ frappe.msgprint(_('Failed to send the Interview Reschedule notification. Please configure your email account.'))
+
+ frappe.msgprint(_('Interview Rescheduled successfully'), indicator='green')
+
+
+def get_recipients(name, for_feedback=0):
+ interview = frappe.get_doc('Interview', name)
+
+ if for_feedback:
+ recipients = [d.interviewer for d in interview.interview_details if not d.interview_feedback]
+ else:
+ recipients = [d.interviewer for d in interview.interview_details]
+ recipients.append(frappe.db.get_value('Job Applicant', interview.job_applicant, 'email_id'))
+
+ return recipients
+
+
+@frappe.whitelist()
+def get_interviewers(interview_round):
+ return frappe.get_all('Interviewer', filters={'parent': interview_round}, fields=['user as interviewer'])
+
+
+def send_interview_reminder():
+ reminder_settings = frappe.db.get_value('HR Settings', 'HR Settings',
+ ['send_interview_reminder', 'interview_reminder_template'], as_dict=True)
+
+ if not reminder_settings.send_interview_reminder:
+ return
+
+ remind_before = cstr(frappe.db.get_single_value('HR Settings', 'remind_before')) or '01:00:00'
+ remind_before = datetime.datetime.strptime(remind_before, '%H:%M:%S')
+ reminder_date_time = datetime.datetime.now() + datetime.timedelta(
+ hours=remind_before.hour, minutes=remind_before.minute, seconds=remind_before.second)
+
+ interviews = frappe.get_all('Interview', filters={
+ 'scheduled_on': ['between', (datetime.datetime.now(), reminder_date_time)],
+ 'status': 'Pending',
+ 'reminded': 0,
+ 'docstatus': ['!=', 2]
+ })
+
+ interview_template = frappe.get_doc('Email Template', reminder_settings.interview_reminder_template)
+
+ for d in interviews:
+ doc = frappe.get_doc('Interview', d.name)
+ context = doc.as_dict()
+ message = frappe.render_template(interview_template.response, context)
+ recipients = get_recipients(doc.name)
+
+ frappe.sendmail(
+ recipients= recipients,
+ subject=interview_template.subject,
+ message=message,
+ reference_doctype=doc.doctype,
+ reference_name=doc.name
+ )
+
+ doc.db_set('reminded', 1)
+
+
+def send_daily_feedback_reminder():
+ reminder_settings = frappe.db.get_value('HR Settings', 'HR Settings',
+ ['send_interview_feedback_reminder', 'feedback_reminder_notification_template'], as_dict=True)
+
+ if not reminder_settings.send_interview_feedback_reminder:
+ return
+
+ interview_feedback_template = frappe.get_doc('Email Template', reminder_settings.feedback_reminder_notification_template)
+ interviews = frappe.get_all('Interview', filters={'status': ['in', ['Under Review', 'Pending']], 'docstatus': ['!=', 2]})
+
+ for entry in interviews:
+ recipients = get_recipients(entry.name, for_feedback=1)
+
+ doc = frappe.get_doc('Interview', entry.name)
+ context = doc.as_dict()
+
+ message = frappe.render_template(interview_feedback_template.response, context)
+
+ if len(recipients):
+ frappe.sendmail(
+ recipients= recipients,
+ subject=interview_feedback_template.subject,
+ message=message,
+ reference_doctype='Interview',
+ reference_name=entry.name
+ )
+
+
+@frappe.whitelist()
+def get_expected_skill_set(interview_round):
+ return frappe.get_all('Expected Skill Set', filters ={'parent': interview_round}, fields=['skill'])
+
+
+@frappe.whitelist()
+def create_interview_feedback(data, interview_name, interviewer, job_applicant):
+ import json
+
+ from six import string_types
+
+ if isinstance(data, string_types):
+ data = frappe._dict(json.loads(data))
+
+ if frappe.session.user != interviewer:
+ frappe.throw(_('Only Interviewer Are allowed to submit Interview Feedback'))
+
+ interview_feedback = frappe.new_doc('Interview Feedback')
+ interview_feedback.interview = interview_name
+ interview_feedback.interviewer = interviewer
+ interview_feedback.job_applicant = job_applicant
+
+ for d in data.skill_set:
+ d = frappe._dict(d)
+ interview_feedback.append('skill_assessment', {'skill': d.skill, 'rating': d.rating})
+
+ interview_feedback.feedback = data.feedback
+ interview_feedback.result = data.result
+
+ interview_feedback.save()
+ interview_feedback.submit()
+
+ frappe.msgprint(_('Interview Feedback {0} submitted successfully').format(
+ get_link_to_form('Interview Feedback', interview_feedback.name)))
+
+
+@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
+def get_interviewer_list(doctype, txt, searchfield, start, page_len, filters):
+ filters = [
+ ['Has Role', 'parent', 'like', '%{}%'.format(txt)],
+ ['Has Role', 'role', '=', 'interviewer'],
+ ['Has Role', 'parenttype', '=', 'User']
+ ]
+
+ if filters and isinstance(filters, list):
+ filters.extend(filters)
+
+ return frappe.get_all('Has Role', limit_start=start, limit_page_length=page_len,
+ filters=filters, fields = ['parent'], as_list=1)
+
+
+@frappe.whitelist()
+def get_events(start, end, filters=None):
+ """Returns events for Gantt / Calendar view rendering.
+
+ :param start: Start date-time.
+ :param end: End date-time.
+ :param filters: Filters (JSON).
+ """
+ from frappe.desk.calendar import get_event_conditions
+
+ events = []
+
+ event_color = {
+ "Pending": "#fff4f0",
+ "Under Review": "#d3e8fc",
+ "Cleared": "#eaf5ed",
+ "Rejected": "#fce7e7"
+ }
+
+ conditions = get_event_conditions('Interview', filters)
+
+ interviews = frappe.db.sql("""
+ SELECT DISTINCT
+ `tabInterview`.name, `tabInterview`.job_applicant, `tabInterview`.interview_round,
+ `tabInterview`.scheduled_on, `tabInterview`.status, `tabInterview`.from_time as from_time,
+ `tabInterview`.to_time as to_time
+ from
+ `tabInterview`
+ where
+ (`tabInterview`.scheduled_on between %(start)s and %(end)s)
+ and docstatus != 2
+ {conditions}
+ """.format(conditions=conditions), {
+ "start": start,
+ "end": end
+ }, as_dict=True, update={"allDay": 0})
+
+ for d in interviews:
+ subject_data = []
+ for field in ["name", "job_applicant", "interview_round"]:
+ if not d.get(field):
+ continue
+ subject_data.append(d.get(field))
+
+ color = event_color.get(d.status)
+ interview_data = {
+ 'from': get_datetime('%s %s' % (d.scheduled_on, d.from_time or '00:00:00')),
+ 'to': get_datetime('%s %s' % (d.scheduled_on, d.to_time or '00:00:00')),
+ 'name': d.name,
+ 'subject': '\n'.join(subject_data),
+ 'color': color if color else "#89bcde"
+ }
+
+ events.append(interview_data)
+
+ return events
\ No newline at end of file
diff --git a/erpnext/hr/doctype/interview/interview_calendar.js b/erpnext/hr/doctype/interview/interview_calendar.js
new file mode 100644
index 00000000000..b46b72ecb21
--- /dev/null
+++ b/erpnext/hr/doctype/interview/interview_calendar.js
@@ -0,0 +1,14 @@
+
+frappe.views.calendar['Interview'] = {
+ field_map: {
+ 'start': 'from',
+ 'end': 'to',
+ 'id': 'name',
+ 'title': 'subject',
+ 'allDay': 'allDay',
+ 'color': 'color'
+ },
+ order_by: 'scheduled_on',
+ gantt: true,
+ get_events_method: 'erpnext.hr.doctype.interview.interview.get_events'
+};
diff --git a/erpnext/hr/doctype/interview/interview_feedback_reminder_template.html b/erpnext/hr/doctype/interview/interview_feedback_reminder_template.html
new file mode 100644
index 00000000000..8d39fb54ef7
--- /dev/null
+++ b/erpnext/hr/doctype/interview/interview_feedback_reminder_template.html
@@ -0,0 +1,5 @@
+
+ Interview Feedback for Interview {{ name }} is not submitted yet. Please submit your feedback. Thank you, good day! +
diff --git a/erpnext/hr/doctype/interview/interview_list.js b/erpnext/hr/doctype/interview/interview_list.js new file mode 100644 index 00000000000..b1f072f0d4b --- /dev/null +++ b/erpnext/hr/doctype/interview/interview_list.js @@ -0,0 +1,12 @@ +frappe.listview_settings['Interview'] = { + has_indicator_for_draft: 1, + get_indicator: function(doc) { + let status_color = { + 'Pending': 'orange', + 'Under Review': 'blue', + 'Cleared': 'green', + 'Rejected': 'red', + }; + return [__(doc.status), status_color[doc.status], 'status,=,'+doc.status]; + } +}; diff --git a/erpnext/hr/doctype/interview/interview_reminder_notification_template.html b/erpnext/hr/doctype/interview/interview_reminder_notification_template.html new file mode 100644 index 00000000000..76de46e28db --- /dev/null +++ b/erpnext/hr/doctype/interview/interview_reminder_notification_template.html @@ -0,0 +1,5 @@ ++ Interview: {{name}} is scheduled on {{scheduled_on}} from {{from_time}} to {{to_time}} +
diff --git a/erpnext/hr/doctype/interview/test_interview.py b/erpnext/hr/doctype/interview/test_interview.py new file mode 100644 index 00000000000..4612e17db03 --- /dev/null +++ b/erpnext/hr/doctype/interview/test_interview.py @@ -0,0 +1,174 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +import datetime +import os +import unittest + +import frappe +from frappe import _ +from frappe.core.doctype.user_permission.test_user_permission import create_user +from frappe.utils import add_days, getdate, nowtime + +from erpnext.hr.doctype.designation.test_designation import create_designation +from erpnext.hr.doctype.interview.interview import DuplicateInterviewRoundError +from erpnext.hr.doctype.job_applicant.test_job_applicant import create_job_applicant + + +class TestInterview(unittest.TestCase): + def test_validations_for_designation(self): + job_applicant = create_job_applicant() + interview = create_interview_and_dependencies(job_applicant.name, designation='_Test_Sales_manager', save=0) + self.assertRaises(DuplicateInterviewRoundError, interview.save) + + def test_notification_on_rescheduling(self): + job_applicant = create_job_applicant() + interview = create_interview_and_dependencies(job_applicant.name, scheduled_on=add_days(getdate(), -4)) + + previous_scheduled_date = interview.scheduled_on + frappe.db.sql("DELETE FROM `tabEmail Queue`") + + interview.reschedule_interview(add_days(getdate(previous_scheduled_date), 2), + from_time=nowtime(), to_time=nowtime()) + interview.reload() + + self.assertEqual(interview.scheduled_on, add_days(getdate(previous_scheduled_date), 2)) + + notification = frappe.get_all("Email Queue", filters={"message": ("like", "%Your Interview session is rescheduled from%")}) + self.assertIsNotNone(notification) + + def test_notification_for_scheduling(self): + from erpnext.hr.doctype.interview.interview import send_interview_reminder + + setup_reminder_settings() + + job_applicant = create_job_applicant() + scheduled_on = datetime.datetime.now() + datetime.timedelta(minutes=10) + + interview = create_interview_and_dependencies(job_applicant.name, scheduled_on=scheduled_on) + + frappe.db.sql("DELETE FROM `tabEmail Queue`") + send_interview_reminder() + + interview.reload() + + email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True) + self.assertTrue("Subject: Interview Reminder" in email_queue[0].message) + + def test_notification_for_feedback_submission(self): + from erpnext.hr.doctype.interview.interview import send_daily_feedback_reminder + + setup_reminder_settings() + + job_applicant = create_job_applicant() + scheduled_on = add_days(getdate(), -4) + create_interview_and_dependencies(job_applicant.name, scheduled_on=scheduled_on) + + frappe.db.sql("DELETE FROM `tabEmail Queue`") + send_daily_feedback_reminder() + + email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True) + self.assertTrue("Subject: Interview Feedback Reminder" in email_queue[0].message) + + def tearDown(self): + frappe.db.rollback() + + +def create_interview_and_dependencies(job_applicant, scheduled_on=None, from_time=None, to_time=None, designation=None, save=1): + if designation: + designation=create_designation(designation_name = "_Test_Sales_manager").name + + interviewer_1 = create_user("test_interviewer1@example.com", "Interviewer") + interviewer_2 = create_user("test_interviewer2@example.com", "Interviewer") + + interview_round = create_interview_round( + "Technical Round", ["Python", "JS"], + designation=designation, save=True + ) + + interview = frappe.new_doc("Interview") + interview.interview_round = interview_round.name + interview.job_applicant = job_applicant + interview.scheduled_on = scheduled_on or getdate() + interview.from_time = from_time or nowtime() + interview.to_time = to_time or nowtime() + + interview.append("interview_details", {"interviewer": interviewer_1.name}) + interview.append("interview_details", {"interviewer": interviewer_2.name}) + + if save: + interview.save() + + return interview + +def create_interview_round(name, skill_set, interviewers=[], designation=None, save=True): + create_skill_set(skill_set) + interview_round = frappe.new_doc("Interview Round") + interview_round.round_name = name + interview_round.interview_type = create_interview_type() + interview_round.expected_average_rating = 4 + if designation: + interview_round.designation = designation + + for skill in skill_set: + interview_round.append("expected_skill_set", {"skill": skill}) + + for interviewer in interviewers: + interview_round.append("interviewer", { + "user": interviewer + }) + + if save: + interview_round.save() + + return interview_round + +def create_skill_set(skill_set): + for skill in skill_set: + if not frappe.db.exists("Skill", skill): + doc = frappe.new_doc("Skill") + doc.skill_name = skill + doc.save() + +def create_interview_type(name="test_interview_type"): + if frappe.db.exists("Interview Type", name): + return frappe.get_doc("Interview Type", name).name + else: + doc = frappe.new_doc("Interview Type") + doc.name = name + doc.description = "_Test_Description" + doc.save() + + return doc.name + +def setup_reminder_settings(): + if not frappe.db.exists('Email Template', _('Interview Reminder')): + base_path = frappe.get_app_path('erpnext', 'hr', 'doctype') + response = frappe.read_file(os.path.join(base_path, 'interview/interview_reminder_notification_template.html')) + + frappe.get_doc({ + 'doctype': 'Email Template', + 'name': _('Interview Reminder'), + 'response': response, + 'subject': _('Interview Reminder'), + 'owner': frappe.session.user, + }).insert(ignore_permissions=True) + + if not frappe.db.exists('Email Template', _('Interview Feedback Reminder')): + base_path = frappe.get_app_path('erpnext', 'hr', 'doctype') + response = frappe.read_file(os.path.join(base_path, 'interview/interview_feedback_reminder_template.html')) + + frappe.get_doc({ + 'doctype': 'Email Template', + 'name': _('Interview Feedback Reminder'), + 'response': response, + 'subject': _('Interview Feedback Reminder'), + 'owner': frappe.session.user, + }).insert(ignore_permissions=True) + + hr_settings = frappe.get_doc('HR Settings') + hr_settings.interview_reminder_template = _('Interview Reminder') + hr_settings.feedback_reminder_notification_template = _('Interview Feedback Reminder') + hr_settings.save() diff --git a/erpnext/hr/doctype/interview_detail/__init__.py b/erpnext/hr/doctype/interview_detail/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/hr/doctype/interview_detail/interview_detail.js b/erpnext/hr/doctype/interview_detail/interview_detail.js new file mode 100644 index 00000000000..88518ca4cc1 --- /dev/null +++ b/erpnext/hr/doctype/interview_detail/interview_detail.js @@ -0,0 +1,8 @@ +// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Interview Detail', { + // refresh: function(frm) { + + // } +}); diff --git a/erpnext/hr/doctype/interview_detail/interview_detail.json b/erpnext/hr/doctype/interview_detail/interview_detail.json new file mode 100644 index 00000000000..b5b49c0993a --- /dev/null +++ b/erpnext/hr/doctype/interview_detail/interview_detail.json @@ -0,0 +1,74 @@ +{ + "actions": [], + "creation": "2021-04-12 16:24:10.382863", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "interviewer", + "interview_feedback", + "average_rating", + "result", + "column_break_4", + "comments" + ], + "fields": [ + { + "fieldname": "interviewer", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Interviewer", + "options": "User" + }, + { + "allow_on_submit": 1, + "fieldname": "interview_feedback", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Interview Feedback", + "options": "Interview Feedback", + "read_only": 1 + }, + { + "allow_on_submit": 1, + "fieldname": "average_rating", + "fieldtype": "Rating", + "in_list_view": 1, + "label": "Average Rating", + "read_only": 1 + }, + { + "fieldname": "column_break_4", + "fieldtype": "Column Break" + }, + { + "allow_on_submit": 1, + "fetch_from": "interview_feedback.feedback", + "fieldname": "comments", + "fieldtype": "Text", + "label": "Comments", + "read_only": 1 + }, + { + "allow_on_submit": 1, + "fieldname": "result", + "fieldtype": "Select", + "in_list_view": 1, + "label": "Result", + "options": "\nCleared\nRejected", + "read_only": 1 + } + ], + "index_web_pages_for_search": 1, + "istable": 1, + "links": [], + "modified": "2021-09-29 13:13:25.865063", + "modified_by": "Administrator", + "module": "HR", + "name": "Interview Detail", + "owner": "Administrator", + "permissions": [], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/hr/doctype/interview_detail/interview_detail.py b/erpnext/hr/doctype/interview_detail/interview_detail.py new file mode 100644 index 00000000000..8be3d34fad3 --- /dev/null +++ b/erpnext/hr/doctype/interview_detail/interview_detail.py @@ -0,0 +1,12 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2021, 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 InterviewDetail(Document): + pass diff --git a/erpnext/hr/doctype/interview_detail/test_interview_detail.py b/erpnext/hr/doctype/interview_detail/test_interview_detail.py new file mode 100644 index 00000000000..a29dffff779 --- /dev/null +++ b/erpnext/hr/doctype/interview_detail/test_interview_detail.py @@ -0,0 +1,11 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + + +class TestInterviewDetail(unittest.TestCase): + pass diff --git a/erpnext/hr/doctype/interview_feedback/__init__.py b/erpnext/hr/doctype/interview_feedback/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/hr/doctype/interview_feedback/interview_feedback.js b/erpnext/hr/doctype/interview_feedback/interview_feedback.js new file mode 100644 index 00000000000..dec559fceae --- /dev/null +++ b/erpnext/hr/doctype/interview_feedback/interview_feedback.js @@ -0,0 +1,54 @@ +// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Interview Feedback', { + onload: function(frm) { + frm.ignore_doctypes_on_cancel_all = ['Interview']; + + frm.set_query('interview', function() { + return { + filters: { + docstatus: ['!=', 2] + } + }; + }); + }, + + interview_round: function(frm) { + frappe.call({ + method: 'erpnext.hr.doctype.interview.interview.get_expected_skill_set', + args: { + interview_round: frm.doc.interview_round + }, + callback: function(r) { + frm.set_value('skill_assessment', r.message); + } + }); + }, + + interview: function(frm) { + frappe.call({ + method: 'erpnext.hr.doctype.interview_feedback.interview_feedback.get_applicable_interviewers', + args: { + interview: frm.doc.interview || '' + }, + callback: function(r) { + frm.set_query('interviewer', function() { + return { + filters: { + name: ['in', r.message] + } + }; + }); + } + }); + + }, + + interviewer: function(frm) { + if (!frm.doc.interview) { + frappe.throw(__('Select Interview first')); + frm.set_value('interviewer', ''); + } + } +}); diff --git a/erpnext/hr/doctype/interview_feedback/interview_feedback.json b/erpnext/hr/doctype/interview_feedback/interview_feedback.json new file mode 100644 index 00000000000..6a2f7e86969 --- /dev/null +++ b/erpnext/hr/doctype/interview_feedback/interview_feedback.json @@ -0,0 +1,171 @@ +{ + "actions": [], + "autoname": "HR-INT-FEED-.####", + "creation": "2021-04-12 17:03:13.833285", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "details_section", + "interview", + "interview_round", + "job_applicant", + "column_break_3", + "interviewer", + "result", + "section_break_4", + "skill_assessment", + "average_rating", + "section_break_7", + "feedback", + "amended_from" + ], + "fields": [ + { + "allow_in_quick_entry": 1, + "fieldname": "interview", + "fieldtype": "Link", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Interview", + "options": "Interview", + "reqd": 1 + }, + { + "allow_in_quick_entry": 1, + "fetch_from": "interview.interview_round", + "fieldname": "interview_round", + "fieldtype": "Link", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Interview Round", + "options": "Interview Round", + "read_only": 1, + "reqd": 1 + }, + { + "allow_in_quick_entry": 1, + "fieldname": "interviewer", + "fieldtype": "Link", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Interviewer", + "options": "User", + "reqd": 1 + }, + { + "fieldname": "section_break_4", + "fieldtype": "Section Break", + "label": "Skill Assessment" + }, + { + "allow_in_quick_entry": 1, + "fieldname": "skill_assessment", + "fieldtype": "Table", + "options": "Skill Assessment", + "reqd": 1 + }, + { + "allow_in_quick_entry": 1, + "fieldname": "average_rating", + "fieldtype": "Rating", + "in_list_view": 1, + "label": "Average Rating", + "read_only": 1 + }, + { + "fieldname": "section_break_7", + "fieldtype": "Section Break", + "label": "Feedback" + }, + { + "fieldname": "column_break_3", + "fieldtype": "Column Break" + }, + { + "fieldname": "amended_from", + "fieldtype": "Link", + "label": "Amended From", + "no_copy": 1, + "options": "Interview Feedback", + "print_hide": 1, + "read_only": 1 + }, + { + "allow_in_quick_entry": 1, + "fieldname": "feedback", + "fieldtype": "Text" + }, + { + "fieldname": "result", + "fieldtype": "Select", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Result", + "options": "\nCleared\nRejected", + "reqd": 1 + }, + { + "fieldname": "details_section", + "fieldtype": "Section Break", + "label": "Details" + }, + { + "fetch_from": "interview.job_applicant", + "fieldname": "job_applicant", + "fieldtype": "Link", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Job Applicant", + "options": "Job Applicant", + "read_only": 1 + } + ], + "index_web_pages_for_search": 1, + "is_submittable": 1, + "links": [], + "modified": "2021-09-30 13:30:49.955352", + "modified_by": "Administrator", + "module": "HR", + "name": "Interview Feedback", + "owner": "Administrator", + "permissions": [ + { + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR Manager", + "share": 1 + }, + { + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Interviewer", + "share": 1, + "submit": 1, + "write": 1 + }, + { + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR User", + "share": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "interviewer", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/hr/doctype/interview_feedback/interview_feedback.py b/erpnext/hr/doctype/interview_feedback/interview_feedback.py new file mode 100644 index 00000000000..1c5a4948f24 --- /dev/null +++ b/erpnext/hr/doctype/interview_feedback/interview_feedback.py @@ -0,0 +1,88 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals + +import frappe +from frappe import _ +from frappe.model.document import Document +from frappe.utils import flt, get_link_to_form, getdate + + +class InterviewFeedback(Document): + def validate(self): + self.validate_interviewer() + self.validate_interview_date() + self.validate_duplicate() + self.calculate_average_rating() + + def on_submit(self): + self.update_interview_details() + + def on_cancel(self): + self.update_interview_details() + + def validate_interviewer(self): + applicable_interviewers = get_applicable_interviewers(self.interview) + if self.interviewer not in applicable_interviewers: + frappe.throw(_('{0} is not allowed to submit Interview Feedback for the Interview: {1}').format( + frappe.bold(self.interviewer), frappe.bold(self.interview))) + + def validate_interview_date(self): + scheduled_date = frappe.db.get_value('Interview', self.interview, 'scheduled_on') + + if getdate() < getdate(scheduled_date) and self.docstatus == 1: + frappe.throw(_('{0} submission before {1} is not allowed').format( + frappe.bold('Interview Feedback'), + frappe.bold('Interview Scheduled Date') + )) + + def validate_duplicate(self): + duplicate_feedback = frappe.db.exists('Interview Feedback', { + 'interviewer': self.interviewer, + 'interview': self.interview, + 'docstatus': 1 + }) + + if duplicate_feedback: + frappe.throw(_('Feedback already submitted for the Interview {0}. Please cancel the previous Interview Feedback {1} to continue.').format( + self.interview, get_link_to_form('Interview Feedback', duplicate_feedback))) + + def calculate_average_rating(self): + total_rating = 0 + for d in self.skill_assessment: + if d.rating: + total_rating += d.rating + + self.average_rating = flt(total_rating / len(self.skill_assessment) if len(self.skill_assessment) else 0) + + def update_interview_details(self): + doc = frappe.get_doc('Interview', self.interview) + total_rating = 0 + + if self.docstatus == 2: + for entry in doc.interview_details: + if entry.interview_feedback == self.name: + entry.average_rating = entry.interview_feedback = entry.comments = entry.result = None + break + else: + for entry in doc.interview_details: + if entry.interviewer == self.interviewer: + entry.average_rating = self.average_rating + entry.interview_feedback = self.name + entry.comments = self.feedback + entry.result = self.result + + if entry.average_rating: + total_rating += entry.average_rating + + doc.average_rating = flt(total_rating / len(doc.interview_details) if len(doc.interview_details) else 0) + doc.save() + doc.notify_update() + + +@frappe.whitelist() +def get_applicable_interviewers(interview): + data = frappe.get_all('Interview Detail', filters={'parent': interview}, fields=['interviewer']) + return [d.interviewer for d in data] diff --git a/erpnext/hr/doctype/interview_feedback/test_interview_feedback.py b/erpnext/hr/doctype/interview_feedback/test_interview_feedback.py new file mode 100644 index 00000000000..c4b7981833b --- /dev/null +++ b/erpnext/hr/doctype/interview_feedback/test_interview_feedback.py @@ -0,0 +1,103 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +import unittest + +import frappe +from frappe.utils import add_days, flt, getdate + +from erpnext.hr.doctype.interview.test_interview import ( + create_interview_and_dependencies, + create_skill_set, +) +from erpnext.hr.doctype.job_applicant.test_job_applicant import create_job_applicant + + +class TestInterviewFeedback(unittest.TestCase): + def test_validation_for_skill_set(self): + frappe.set_user("Administrator") + job_applicant = create_job_applicant() + interview = create_interview_and_dependencies(job_applicant.name, scheduled_on=add_days(getdate(), -1)) + skill_ratings = get_skills_rating(interview.interview_round) + + interviewer = interview.interview_details[0].interviewer + create_skill_set(['Leadership']) + + interview_feedback = create_interview_feedback(interview.name, interviewer, skill_ratings) + interview_feedback.append("skill_assessment", {"skill": 'Leadership', 'rating': 4}) + frappe.set_user(interviewer) + + self.assertRaises(frappe.ValidationError, interview_feedback.save) + + frappe.set_user("Administrator") + + def test_average_ratings_on_feedback_submission_and_cancellation(self): + job_applicant = create_job_applicant() + interview = create_interview_and_dependencies(job_applicant.name, scheduled_on=add_days(getdate(), -1)) + skill_ratings = get_skills_rating(interview.interview_round) + + # For First Interviewer Feedback + interviewer = interview.interview_details[0].interviewer + frappe.set_user(interviewer) + + # calculating Average + feedback_1 = create_interview_feedback(interview.name, interviewer, skill_ratings) + + total_rating = 0 + for d in feedback_1.skill_assessment: + if d.rating: + total_rating += d.rating + + avg_rating = flt(total_rating / len(feedback_1.skill_assessment) if len(feedback_1.skill_assessment) else 0) + + self.assertEqual(flt(avg_rating, 3), feedback_1.average_rating) + + avg_on_interview_detail = frappe.db.get_value('Interview Detail', { + 'parent': feedback_1.interview, + 'interviewer': feedback_1.interviewer, + 'interview_feedback': feedback_1.name + }, 'average_rating') + + # 1. average should be reflected in Interview Detail. + self.assertEqual(avg_on_interview_detail, round(feedback_1.average_rating)) + + '''For Second Interviewer Feedback''' + interviewer = interview.interview_details[1].interviewer + frappe.set_user(interviewer) + + feedback_2 = create_interview_feedback(interview.name, interviewer, skill_ratings) + interview.reload() + + feedback_2.cancel() + interview.reload() + + frappe.set_user("Administrator") + + def tearDown(self): + frappe.db.rollback() + + +def create_interview_feedback(interview, interviewer, skills_ratings): + interview_feedback = frappe.new_doc("Interview Feedback") + interview_feedback.interview = interview + interview_feedback.interviewer = interviewer + interview_feedback.result = "Cleared" + + for rating in skills_ratings: + interview_feedback.append("skill_assessment", rating) + + interview_feedback.save() + interview_feedback.submit() + + return interview_feedback + + +def get_skills_rating(interview_round): + import random + + skills = frappe.get_all("Expected Skill Set", filters={"parent": interview_round}, fields = ["skill"]) + for d in skills: + d["rating"] = random.randint(1, 5) + return skills diff --git a/erpnext/hr/doctype/interview_round/__init__.py b/erpnext/hr/doctype/interview_round/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/hr/doctype/interview_round/interview_round.js b/erpnext/hr/doctype/interview_round/interview_round.js new file mode 100644 index 00000000000..6a608b03d25 --- /dev/null +++ b/erpnext/hr/doctype/interview_round/interview_round.js @@ -0,0 +1,24 @@ +// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on("Interview Round", { + refresh: function(frm) { + if (!frm.doc.__islocal) { + frm.add_custom_button(__("Create Interview"), function() { + frm.events.create_interview(frm); + }); + } + }, + create_interview: function(frm) { + frappe.call({ + method: "erpnext.hr.doctype.interview_round.interview_round.create_interview", + args: { + doc: frm.doc + }, + callback: function (r) { + var doclist = frappe.model.sync(r.message); + frappe.set_route("Form", doclist[0].doctype, doclist[0].name); + } + }); + } +}); diff --git a/erpnext/hr/doctype/interview_round/interview_round.json b/erpnext/hr/doctype/interview_round/interview_round.json new file mode 100644 index 00000000000..9c95185e9ce --- /dev/null +++ b/erpnext/hr/doctype/interview_round/interview_round.json @@ -0,0 +1,118 @@ +{ + "actions": [], + "allow_rename": 1, + "autoname": "field:round_name", + "creation": "2021-04-12 12:57:19.902866", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "round_name", + "interview_type", + "interviewers", + "column_break_3", + "designation", + "expected_average_rating", + "expected_skills_section", + "expected_skill_set" + ], + "fields": [ + { + "fieldname": "round_name", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Round Name", + "reqd": 1, + "unique": 1 + }, + { + "fieldname": "designation", + "fieldtype": "Link", + "label": "Designation", + "options": "Designation" + }, + { + "fieldname": "expected_skills_section", + "fieldtype": "Section Break", + "label": "Expected Skillset" + }, + { + "fieldname": "expected_skill_set", + "fieldtype": "Table", + "options": "Expected Skill Set", + "reqd": 1 + }, + { + "fieldname": "expected_average_rating", + "fieldtype": "Rating", + "label": "Expected Average Rating", + "reqd": 1 + }, + { + "fieldname": "column_break_3", + "fieldtype": "Column Break" + }, + { + "fieldname": "interview_type", + "fieldtype": "Link", + "label": "Interview Type", + "options": "Interview Type", + "reqd": 1 + }, + { + "fieldname": "interviewers", + "fieldtype": "Table MultiSelect", + "label": "Interviewers", + "options": "Interviewer" + } + ], + "index_web_pages_for_search": 1, + "links": [], + "modified": "2021-09-30 13:01:25.666660", + "modified_by": "Administrator", + "module": "HR", + "name": "Interview Round", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR User", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Interviewer", + "select": 1, + "share": 1, + "write": 1 + } + ], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/hr/doctype/interview_round/interview_round.py b/erpnext/hr/doctype/interview_round/interview_round.py new file mode 100644 index 00000000000..8230c785852 --- /dev/null +++ b/erpnext/hr/doctype/interview_round/interview_round.py @@ -0,0 +1,35 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals + +import json + +import frappe +from frappe.model.document import Document + + +class InterviewRound(Document): + pass + +@frappe.whitelist() +def create_interview(doc): + if isinstance(doc, str): + doc = json.loads(doc) + doc = frappe.get_doc(doc) + + interview = frappe.new_doc("Interview") + interview.interview_round = doc.name + interview.designation = doc.designation + + if doc.interviewers: + interview.interview_details = [] + for data in doc.interviewers: + interview.append("interview_details", { + "interviewer": data.user + }) + return interview + + + diff --git a/erpnext/hr/doctype/interview_round/test_interview_round.py b/erpnext/hr/doctype/interview_round/test_interview_round.py new file mode 100644 index 00000000000..932d3defc2c --- /dev/null +++ b/erpnext/hr/doctype/interview_round/test_interview_round.py @@ -0,0 +1,13 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +import unittest + +# import frappe + + +class TestInterviewRound(unittest.TestCase): + pass + diff --git a/erpnext/hr/doctype/interview_type/__init__.py b/erpnext/hr/doctype/interview_type/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/hr/doctype/interview_type/interview_type.js b/erpnext/hr/doctype/interview_type/interview_type.js new file mode 100644 index 00000000000..af77b527d4d --- /dev/null +++ b/erpnext/hr/doctype/interview_type/interview_type.js @@ -0,0 +1,8 @@ +// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Interview Type', { + // refresh: function(frm) { + + // } +}); diff --git a/erpnext/hr/doctype/interview_type/interview_type.json b/erpnext/hr/doctype/interview_type/interview_type.json new file mode 100644 index 00000000000..14636a18cb3 --- /dev/null +++ b/erpnext/hr/doctype/interview_type/interview_type.json @@ -0,0 +1,73 @@ +{ + "actions": [], + "allow_rename": 1, + "autoname": "Prompt", + "creation": "2021-04-12 14:44:40.664034", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "description" + ], + "fields": [ + { + "fieldname": "description", + "fieldtype": "Text", + "in_list_view": 1, + "label": "Description" + } + ], + "index_web_pages_for_search": 1, + "links": [ + { + "link_doctype": "Interview Round", + "link_fieldname": "interview_type" + } + ], + "modified": "2021-09-30 13:00:16.471518", + "modified_by": "Administrator", + "module": "HR", + "name": "Interview Type", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR User", + "share": 1, + "write": 1 + } + ], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/hr/doctype/interview_type/interview_type.py b/erpnext/hr/doctype/interview_type/interview_type.py new file mode 100644 index 00000000000..ee5be54c755 --- /dev/null +++ b/erpnext/hr/doctype/interview_type/interview_type.py @@ -0,0 +1,12 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2021, 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 InterviewType(Document): + pass diff --git a/erpnext/hr/doctype/interview_type/test_interview_type.py b/erpnext/hr/doctype/interview_type/test_interview_type.py new file mode 100644 index 00000000000..a5d3cf99229 --- /dev/null +++ b/erpnext/hr/doctype/interview_type/test_interview_type.py @@ -0,0 +1,11 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + + +class TestInterviewType(unittest.TestCase): + pass diff --git a/erpnext/hr/doctype/interviewer/__init__.py b/erpnext/hr/doctype/interviewer/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/hr/doctype/interviewer/interviewer.json b/erpnext/hr/doctype/interviewer/interviewer.json new file mode 100644 index 00000000000..a37b8b0e4e5 --- /dev/null +++ b/erpnext/hr/doctype/interviewer/interviewer.json @@ -0,0 +1,31 @@ +{ + "actions": [], + "creation": "2021-04-12 17:38:19.354734", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "user" + ], + "fields": [ + { + "fieldname": "user", + "fieldtype": "Link", + "in_list_view": 1, + "label": "User", + "options": "User" + } + ], + "index_web_pages_for_search": 1, + "istable": 1, + "links": [], + "modified": "2021-04-13 13:41:35.817568", + "modified_by": "Administrator", + "module": "HR", + "name": "Interviewer", + "owner": "Administrator", + "permissions": [], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/hr/doctype/interviewer/interviewer.py b/erpnext/hr/doctype/interviewer/interviewer.py new file mode 100644 index 00000000000..1c8dbbed591 --- /dev/null +++ b/erpnext/hr/doctype/interviewer/interviewer.py @@ -0,0 +1,12 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2021, 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 Interviewer(Document): + pass diff --git a/erpnext/hr/doctype/job_applicant/job_applicant.js b/erpnext/hr/doctype/job_applicant/job_applicant.js index 7658bc93539..d7b1c6c9df3 100644 --- a/erpnext/hr/doctype/job_applicant/job_applicant.js +++ b/erpnext/hr/doctype/job_applicant/job_applicant.js @@ -8,6 +8,24 @@ cur_frm.email_field = "email_id"; frappe.ui.form.on("Job Applicant", { refresh: function(frm) { + frm.set_query("job_title", function() { + return { + filters: { + 'status': 'Open' + } + }; + }); + frm.events.create_custom_buttons(frm); + frm.events.make_dashboard(frm); + }, + + create_custom_buttons: function(frm) { + if (!frm.doc.__islocal && frm.doc.status !== "Rejected" && frm.doc.status !== "Accepted") { + frm.add_custom_button(__("Create Interview"), function() { + frm.events.create_dialog(frm); + }); + } + if (!frm.doc.__islocal) { if (frm.doc.__onload && frm.doc.__onload.job_offer) { $('[data-doctype="Employee Onboarding"]').find("button").show(); @@ -28,14 +46,57 @@ frappe.ui.form.on("Job Applicant", { }); } } + }, - frm.set_query("job_title", function() { - return { - filters: { - 'status': 'Open' - } - }; + make_dashboard: function(frm) { + frappe.call({ + method: "erpnext.hr.doctype.job_applicant.job_applicant.get_interview_details", + args: { + job_applicant: frm.doc.name + }, + callback: function(r) { + $("div").remove(".form-dashboard-section.custom"); + frm.dashboard.add_section( + frappe.render_template('job_applicant_dashboard', { + data: r.message + }), + __("Interview Summary") + ); + } }); + }, + create_dialog: function(frm) { + let d = new frappe.ui.Dialog({ + title: 'Enter Interview Round', + fields: [ + { + label: 'Interview Round', + fieldname: 'interview_round', + fieldtype: 'Link', + options: 'Interview Round' + }, + ], + primary_action_label: 'Create Interview', + primary_action(values) { + frm.events.create_interview(frm, values); + d.hide(); + } + }); + d.show(); + }, + + create_interview: function (frm, values) { + frappe.call({ + method: "erpnext.hr.doctype.job_applicant.job_applicant.create_interview", + args: { + doc: frm.doc, + interview_round: values.interview_round + }, + callback: function (r) { + var doclist = frappe.model.sync(r.message); + frappe.set_route("Form", doclist[0].doctype, doclist[0].name); + } + }); } }); diff --git a/erpnext/hr/doctype/job_applicant/job_applicant.json b/erpnext/hr/doctype/job_applicant/job_applicant.json index bcea5f50d93..200f675221b 100644 --- a/erpnext/hr/doctype/job_applicant/job_applicant.json +++ b/erpnext/hr/doctype/job_applicant/job_applicant.json @@ -9,16 +9,20 @@ "email_append_to": 1, "engine": "InnoDB", "field_order": [ + "details_section", "applicant_name", "email_id", "phone_number", "country", - "status", "column_break_3", "job_title", + "designation", + "status", + "source_and_rating_section", "source", "source_name", "employee_referral", + "column_break_13", "applicant_rating", "section_break_6", "notes", @@ -84,7 +88,8 @@ }, { "fieldname": "section_break_6", - "fieldtype": "Section Break" + "fieldtype": "Section Break", + "label": "Resume" }, { "fieldname": "cover_letter", @@ -160,13 +165,34 @@ "label": "Employee Referral", "options": "Employee Referral", "read_only": 1 + }, + { + "fieldname": "details_section", + "fieldtype": "Section Break", + "label": "Details" + }, + { + "fieldname": "source_and_rating_section", + "fieldtype": "Section Break", + "label": "Source and Rating" + }, + { + "fieldname": "column_break_13", + "fieldtype": "Column Break" + }, + { + "fetch_from": "job_opening.designation", + "fieldname": "designation", + "fieldtype": "Link", + "label": "Designation", + "options": "Designation" } ], "icon": "fa fa-user", "idx": 1, "index_web_pages_for_search": 1, "links": [], - "modified": "2021-03-24 15:51:11.117517", + "modified": "2021-09-29 23:06:10.904260", "modified_by": "Administrator", "module": "HR", "name": "Job Applicant", diff --git a/erpnext/hr/doctype/job_applicant/job_applicant.py b/erpnext/hr/doctype/job_applicant/job_applicant.py index 6971e5b4fef..151f49248fd 100644 --- a/erpnext/hr/doctype/job_applicant/job_applicant.py +++ b/erpnext/hr/doctype/job_applicant/job_applicant.py @@ -8,7 +8,9 @@ from __future__ import unicode_literals import frappe from frappe import _ from frappe.model.document import Document -from frappe.utils import comma_and, validate_email_address +from frappe.utils import validate_email_address + +from erpnext.hr.doctype.interview.interview import get_interviewers class DuplicationError(frappe.ValidationError): pass @@ -26,7 +28,6 @@ class JobApplicant(Document): self.name = " - ".join(keys) def validate(self): - self.check_email_id_is_unique() if self.email_id: validate_email_address(self.email_id, True) @@ -44,11 +45,44 @@ class JobApplicant(Document): elif self.status in ["Accepted", "Rejected"]: emp_ref.db_set("status", self.status) +@frappe.whitelist() +def create_interview(doc, interview_round): + import json - def check_email_id_is_unique(self): - if self.email_id: - names = frappe.db.sql_list("""select name from `tabJob Applicant` - where email_id=%s and name!=%s and job_title=%s""", (self.email_id, self.name, self.job_title)) + from six import string_types - if names: - frappe.throw(_("Email Address must be unique, already exists for {0}").format(comma_and(names)), frappe.DuplicateEntryError) + if isinstance(doc, string_types): + doc = json.loads(doc) + doc = frappe.get_doc(doc) + + round_designation = frappe.db.get_value("Interview Round", interview_round, "designation") + + if round_designation and doc.designation and round_designation != doc.designation: + frappe.throw(_("Interview Round {0} is only applicable for the Designation {1}").format(interview_round, round_designation)) + + interview = frappe.new_doc("Interview") + interview.interview_round = interview_round + interview.job_applicant = doc.name + interview.designation = doc.designation + interview.resume_link = doc.resume_link + interview.job_opening = doc.job_title + interviewer_detail = get_interviewers(interview_round) + + for d in interviewer_detail: + interview.append("interview_details", { + "interviewer": d.interviewer + }) + return interview + +@frappe.whitelist() +def get_interview_details(job_applicant): + interview_details = frappe.db.get_all("Interview", + filters={"job_applicant":job_applicant, "docstatus": ["!=", 2]}, + fields=["name", "interview_round", "expected_average_rating", "average_rating", "status"] + ) + interview_detail_map = {} + + for detail in interview_details: + interview_detail_map[detail.name] = detail + + return interview_detail_map diff --git a/erpnext/hr/doctype/job_applicant/job_applicant_dashboard.html b/erpnext/hr/doctype/job_applicant/job_applicant_dashboard.html new file mode 100644 index 00000000000..c286787a556 --- /dev/null +++ b/erpnext/hr/doctype/job_applicant/job_applicant_dashboard.html @@ -0,0 +1,44 @@ + +{% if not jQuery.isEmptyObject(data) %} + +| {{ __("Interview") }} | +{{ __("Interview Round") }} | +{{ __("Status") }} | +{{ __("Expected Rating") }} | +{{ __("Rating") }} | +
|---|---|---|---|---|
| {%= key %} | +{%= value["interview_round"] %} | +{%= value["status"] %} | ++ {% for (i = 0; i < value["expected_average_rating"]; i++) { %} + + {% } %} + {% for (i = 0; i < (5-value["expected_average_rating"]); i++) { %} + + {% } %} + | ++ {% if(value["average_rating"]){ %} + {% for (i = 0; i < value["average_rating"]; i++) { %} + + {% } %} + {% for (i = 0; i < (5-value["average_rating"]); i++) { %} + + {% } %} + {% } %} + | +
No Interview has been scheduled.
+{% endif %} diff --git a/erpnext/hr/doctype/job_applicant/job_applicant_dashboard.py b/erpnext/hr/doctype/job_applicant/job_applicant_dashboard.py index c0059431cfc..2f7795fc089 100644 --- a/erpnext/hr/doctype/job_applicant/job_applicant_dashboard.py +++ b/erpnext/hr/doctype/job_applicant/job_applicant_dashboard.py @@ -2,14 +2,17 @@ from __future__ import unicode_literals def get_data(): - return { - 'fieldname': 'job_applicant', - 'transactions': [ - { - 'items': ['Employee', 'Employee Onboarding'] - }, - { - 'items': ['Job Offer'] - }, - ], - } + return { + 'fieldname': 'job_applicant', + 'transactions': [ + { + 'items': ['Employee', 'Employee Onboarding'] + }, + { + 'items': ['Job Offer', 'Appointment Letter'] + }, + { + 'items': ['Interview'] + } + ], + } diff --git a/erpnext/hr/doctype/job_applicant/test_job_applicant.py b/erpnext/hr/doctype/job_applicant/test_job_applicant.py index e583e25eae0..8fc12907421 100644 --- a/erpnext/hr/doctype/job_applicant/test_job_applicant.py +++ b/erpnext/hr/doctype/job_applicant/test_job_applicant.py @@ -7,7 +7,8 @@ import unittest import frappe -# test_records = frappe.get_test_records('Job Applicant') +from erpnext.hr.doctype.designation.test_designation import create_designation + class TestJobApplicant(unittest.TestCase): pass @@ -25,7 +26,8 @@ def create_job_applicant(**args): job_applicant = frappe.get_doc({ "doctype": "Job Applicant", - "status": args.status or "Open" + "status": args.status or "Open", + "designation": create_designation().name }) job_applicant.update(filters) diff --git a/erpnext/hr/doctype/job_offer/test_job_offer.py b/erpnext/hr/doctype/job_offer/test_job_offer.py index 3f3eca17e62..162b245d13c 100644 --- a/erpnext/hr/doctype/job_offer/test_job_offer.py +++ b/erpnext/hr/doctype/job_offer/test_job_offer.py @@ -32,6 +32,7 @@ class TestJobOffer(unittest.TestCase): self.assertTrue(frappe.db.exists("Job Offer", job_offer.name)) def test_job_applicant_update(self): + frappe.db.set_value("HR Settings", None, "check_vacancies", 0) create_staffing_plan() job_applicant = create_job_applicant(email_id="test_job_applicants@example.com") job_offer = create_job_offer(job_applicant=job_applicant.name) @@ -43,7 +44,11 @@ class TestJobOffer(unittest.TestCase): job_offer.status = "Rejected" job_offer.submit() job_applicant.reload() - self.assertEqual(job_applicant.status, "Rejected") + self.assertEquals(job_applicant.status, "Rejected") + frappe.db.set_value("HR Settings", None, "check_vacancies", 1) + + def tearDown(self): + frappe.db.sql("DELETE FROM `tabJob Offer` WHERE 1") def create_job_offer(**args): args = frappe._dict(args) diff --git a/erpnext/hr/doctype/leave_allocation/leave_allocation.js b/erpnext/hr/doctype/leave_allocation/leave_allocation.js index d94764104d0..9742387c16a 100755 --- a/erpnext/hr/doctype/leave_allocation/leave_allocation.js +++ b/erpnext/hr/doctype/leave_allocation/leave_allocation.js @@ -1,14 +1,14 @@ // Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors // License: GNU General Public License v3. See license.txt -cur_frm.add_fetch('employee','employee_name','employee_name'); +cur_frm.add_fetch('employee', 'employee_name', 'employee_name'); frappe.ui.form.on("Leave Allocation", { onload: function(frm) { // Ignore cancellation of doctype on cancel all. frm.ignore_doctypes_on_cancel_all = ["Leave Ledger Entry"]; - if(!frm.doc.from_date) frm.set_value("from_date", frappe.datetime.get_today()); + if (!frm.doc.from_date) frm.set_value("from_date", frappe.datetime.get_today()); frm.set_query("employee", function() { return { @@ -25,9 +25,9 @@ frappe.ui.form.on("Leave Allocation", { }, refresh: function(frm) { - if(frm.doc.docstatus === 1 && frm.doc.expired) { + if (frm.doc.docstatus === 1 && frm.doc.expired) { var valid_expiry = moment(frappe.datetime.get_today()).isBetween(frm.doc.from_date, frm.doc.to_date); - if(valid_expiry) { + if (valid_expiry) { // expire current allocation frm.add_custom_button(__('Expire Allocation'), function() { frm.trigger("expire_allocation"); @@ -44,8 +44,8 @@ frappe.ui.form.on("Leave Allocation", { 'expiry_date': frappe.datetime.get_today() }, freeze: true, - callback: function(r){ - if(!r.exc){ + callback: function(r) { + if (!r.exc) { frappe.msgprint(__("Allocation Expired!")); } frm.refresh(); @@ -77,8 +77,8 @@ frappe.ui.form.on("Leave Allocation", { }, leave_policy: function(frm) { - if(frm.doc.leave_policy && frm.doc.leave_type) { - frappe.db.get_value("Leave Policy Detail",{ + if (frm.doc.leave_policy && frm.doc.leave_type) { + frappe.db.get_value("Leave Policy Detail", { 'parent': frm.doc.leave_policy, 'leave_type': frm.doc.leave_type }, 'annual_allocation', (r) => { @@ -91,13 +91,41 @@ frappe.ui.form.on("Leave Allocation", { return frappe.call({ method: "set_total_leaves_allocated", doc: frm.doc, - callback: function(r) { + callback: function() { frm.refresh_fields(); } - }) + }); } else if (cint(frm.doc.carry_forward) == 0) { frm.set_value("unused_leaves", 0); frm.set_value("total_leaves_allocated", flt(frm.doc.new_leaves_allocated)); } } }); + +frappe.tour["Leave Allocation"] = [ + { + fieldname: "employee", + title: "Employee", + description: __("Select the Employee for which you want to allocate leaves.") + }, + { + fieldname: "leave_type", + title: "Leave Type", + description: __("Select the Leave Type like Sick leave, Privilege Leave, Casual Leave, etc.") + }, + { + fieldname: "from_date", + title: "From Date", + description: __("Select the date from which this Leave Allocation will be valid.") + }, + { + fieldname: "to_date", + title: "To Date", + description: __("Select the date after which this Leave Allocation will expire.") + }, + { + fieldname: "new_leaves_allocated", + title: "New Leaves Allocated", + description: __("Enter the number of leaves you want to allocate for the period.") + } +]; diff --git a/erpnext/hr/doctype/leave_allocation/leave_allocation.json b/erpnext/hr/doctype/leave_allocation/leave_allocation.json index 3a6539ece9e..52ee463db02 100644 --- a/erpnext/hr/doctype/leave_allocation/leave_allocation.json +++ b/erpnext/hr/doctype/leave_allocation/leave_allocation.json @@ -219,7 +219,8 @@ "fieldname": "leave_policy_assignment", "fieldtype": "Link", "label": "Leave Policy Assignment", - "options": "Leave Policy Assignment" + "options": "Leave Policy Assignment", + "read_only": 1 }, { "fetch_from": "employee.company", @@ -236,7 +237,7 @@ "index_web_pages_for_search": 1, "is_submittable": 1, "links": [], - "modified": "2021-06-03 15:28:26.335104", + "modified": "2021-10-01 15:28:26.335104", "modified_by": "Administrator", "module": "HR", "name": "Leave Allocation", diff --git a/erpnext/hr/doctype/leave_application/leave_application.js b/erpnext/hr/doctype/leave_application/leave_application.js index 9ccb915908f..9e8cb5516f3 100755 --- a/erpnext/hr/doctype/leave_application/leave_application.js +++ b/erpnext/hr/doctype/leave_application/leave_application.js @@ -1,8 +1,8 @@ // Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors // License: GNU General Public License v3. See license.txt -cur_frm.add_fetch('employee','employee_name','employee_name'); -cur_frm.add_fetch('employee','company','company'); +cur_frm.add_fetch('employee', 'employee_name', 'employee_name'); +cur_frm.add_fetch('employee', 'company', 'company'); frappe.ui.form.on("Leave Application", { setup: function(frm) { @@ -19,7 +19,6 @@ frappe.ui.form.on("Leave Application", { frm.set_query("employee", erpnext.queries.employee); }, onload: function(frm) { - // Ignore cancellation of doctype on cancel all. frm.ignore_doctypes_on_cancel_all = ["Leave Ledger Entry"]; @@ -42,9 +41,9 @@ frappe.ui.form.on("Leave Application", { }, validate: function(frm) { - if (frm.doc.from_date == frm.doc.to_date && frm.doc.half_day == 1){ + if (frm.doc.from_date == frm.doc.to_date && frm.doc.half_day == 1) { frm.doc.half_day_date = frm.doc.from_date; - }else if (frm.doc.half_day == 0){ + } else if (frm.doc.half_day == 0) { frm.doc.half_day_date = ""; } frm.toggle_reqd("half_day_date", frm.doc.half_day == 1); @@ -79,14 +78,14 @@ frappe.ui.form.on("Leave Application", { __("Allocated Leaves") ); frm.dashboard.show(); - let allowed_leave_types = Object.keys(leave_details); + let allowed_leave_types = Object.keys(leave_details); // lwps should be allowed, lwps don't have any allocation allowed_leave_types = allowed_leave_types.concat(lwps); - frm.set_query('leave_type', function(){ + frm.set_query('leave_type', function() { return { - filters : [ + filters: [ ['leave_type_name', 'in', allowed_leave_types] ] }; @@ -99,7 +98,7 @@ frappe.ui.form.on("Leave Application", { frm.trigger("calculate_total_days"); } cur_frm.set_intro(""); - if(frm.doc.__islocal && !in_list(frappe.user_roles, "Employee")) { + if (frm.doc.__islocal && !in_list(frappe.user_roles, "Employee")) { frm.set_intro(__("Fill the form and save it")); } @@ -118,7 +117,7 @@ frappe.ui.form.on("Leave Application", { }, leave_approver: function(frm) { - if(frm.doc.leave_approver){ + if (frm.doc.leave_approver) { frm.set_value("leave_approver_name", frappe.user.full_name(frm.doc.leave_approver)); } }, @@ -131,12 +130,10 @@ frappe.ui.form.on("Leave Application", { if (frm.doc.half_day) { if (frm.doc.from_date == frm.doc.to_date) { frm.set_value("half_day_date", frm.doc.from_date); - } - else { + } else { frm.trigger("half_day_datepicker"); } - } - else { + } else { frm.set_value("half_day_date", ""); } frm.trigger("calculate_total_days"); @@ -163,11 +160,11 @@ frappe.ui.form.on("Leave Application", { half_day_datepicker.update({ minDate: frappe.datetime.str_to_obj(frm.doc.from_date), maxDate: frappe.datetime.str_to_obj(frm.doc.to_date) - }) + }); }, get_leave_balance: function(frm) { - if(frm.doc.docstatus==0 && frm.doc.employee && frm.doc.leave_type && frm.doc.from_date && frm.doc.to_date) { + if (frm.doc.docstatus === 0 && frm.doc.employee && frm.doc.leave_type && frm.doc.from_date && frm.doc.to_date) { return frappe.call({ method: "erpnext.hr.doctype.leave_application.leave_application.get_leave_balance_on", args: { @@ -177,11 +174,10 @@ frappe.ui.form.on("Leave Application", { leave_type: frm.doc.leave_type, consider_all_leaves_in_the_allocation_period: true }, - callback: function(r) { + callback: function (r) { if (!r.exc && r.message) { frm.set_value('leave_balance', r.message); - } - else { + } else { frm.set_value('leave_balance', "0"); } } @@ -190,12 +186,12 @@ frappe.ui.form.on("Leave Application", { }, calculate_total_days: function(frm) { - if(frm.doc.from_date && frm.doc.to_date && frm.doc.employee && frm.doc.leave_type) { + if (frm.doc.from_date && frm.doc.to_date && frm.doc.employee && frm.doc.leave_type) { var from_date = Date.parse(frm.doc.from_date); var to_date = Date.parse(frm.doc.to_date); - if(to_date < from_date){ + if (to_date < from_date) { frappe.msgprint(__("To Date cannot be less than From Date")); frm.set_value('to_date', ''); return; @@ -222,7 +218,7 @@ frappe.ui.form.on("Leave Application", { }, set_leave_approver: function(frm) { - if(frm.doc.employee) { + if (frm.doc.employee) { // server call is done to include holidays in leave days calculations return frappe.call({ method: 'erpnext.hr.doctype.leave_application.leave_application.get_leave_approver', @@ -238,3 +234,36 @@ frappe.ui.form.on("Leave Application", { } } }); + +frappe.tour["Leave Application"] = [ + { + fieldname: "employee", + title: "Employee", + description: __("Select the Employee.") + }, + { + fieldname: "leave_type", + title: "Leave Type", + description: __("Select type of leave the employee wants to apply for, like Sick Leave, Privilege Leave, Casual Leave, etc.") + }, + { + fieldname: "from_date", + title: "From Date", + description: __("Select the start date for your Leave Application.") + }, + { + fieldname: "to_date", + title: "To Date", + description: __("Select the end date for your Leave Application.") + }, + { + fieldname: "half_day", + title: "Half Day", + description: __("To apply for a Half Day check 'Half Day' and select the Half Day Date") + }, + { + fieldname: "leave_approver", + title: "Leave Approver", + description: __("Select your Leave Approver i.e. the person who approves or rejects your leaves.") + } +]; diff --git a/erpnext/hr/doctype/leave_application/leave_application.py b/erpnext/hr/doctype/leave_application/leave_application.py index 9e6fc6d0f14..349ed7ad227 100755 --- a/erpnext/hr/doctype/leave_application/leave_application.py +++ b/erpnext/hr/doctype/leave_application/leave_application.py @@ -76,6 +76,7 @@ class LeaveApplication(Document): # notify leave applier about approval if frappe.db.get_single_value("HR Settings", "send_leave_notification"): self.notify_employee() + self.create_leave_ledger_entry() self.reload() @@ -108,7 +109,13 @@ class LeaveApplication(Document): if frappe.db.get_single_value("HR Settings", "restrict_backdated_leave_application"): if self.from_date and getdate(self.from_date) < getdate(): allowed_role = frappe.db.get_single_value("HR Settings", "role_allowed_to_create_backdated_leave_application") - if allowed_role not in frappe.get_roles(): + user = frappe.get_doc("User", frappe.session.user) + user_roles = [d.role for d in user.roles] + if not allowed_role: + frappe.throw(_("Backdated Leave Application is restricted. Please set the {} in {}").format( + frappe.bold("Role Allowed to Create Backdated Leave Application"), get_link_to_form("HR Settings", "HR Settings"))) + + if (allowed_role and allowed_role not in user_roles): frappe.throw(_("Only users with the {0} role can create backdated leave applications").format(allowed_role)) if self.from_date and self.to_date and (getdate(self.to_date) < getdate(self.from_date)): diff --git a/erpnext/hr/doctype/leave_application/test_leave_application.py b/erpnext/hr/doctype/leave_application/test_leave_application.py index b9c785a8a9c..629b20e768e 100644 --- a/erpnext/hr/doctype/leave_application/test_leave_application.py +++ b/erpnext/hr/doctype/leave_application/test_leave_application.py @@ -121,6 +121,7 @@ class TestLeaveApplication(unittest.TestCase): application = self.get_application(_test_records[0]) application.insert() + application.reload() application.status = "Approved" self.assertRaises(LeaveDayBlockedError, application.submit) diff --git a/erpnext/hr/doctype/leave_type/leave_type.js b/erpnext/hr/doctype/leave_type/leave_type.js index 8622309848a..b930dedaca8 100644 --- a/erpnext/hr/doctype/leave_type/leave_type.js +++ b/erpnext/hr/doctype/leave_type/leave_type.js @@ -2,3 +2,37 @@ frappe.ui.form.on("Leave Type", { refresh: function(frm) { } }); + + +frappe.tour["Leave Type"] = [ + { + fieldname: "max_leaves_allowed", + title: "Maximum Leave Allocation Allowed", + description: __("This field allows you to set the maximum number of leaves that can be allocated annually for this Leave Type while creating the Leave Policy") + }, + { + fieldname: "max_continuous_days_allowed", + title: "Maximum Consecutive Leaves Allowed", + description: __("This field allows you to set the maximum number of consecutive leaves an Employee can apply for.") + }, + { + fieldname: "is_optional_leave", + title: "Is Optional Leave", + description: __("Optional Leaves are holidays that Employees can choose to avail from a list of holidays published by the company.") + }, + { + fieldname: "is_compensatory", + title: "Is Compensatory Leave", + description: __("Leaves you can avail against a holiday you worked on. You can claim Compensatory Off Leave using Compensatory Leave request. Click") + " here " + __('to know more') + }, + { + fieldname: "allow_encashment", + title: "Allow Encashment", + description: __("From here, you can enable encashment for the balance leaves.") + }, + { + fieldname: "is_earned_leave", + title: "Is Earned Leaves", + description: __("Earned Leaves are leaves earned by an Employee after working with the company for a certain amount of time. Enabling this will allocate leaves on pro-rata basis by automatically updating Leave Allocation for leaves of this type at intervals set by 'Earned Leave Frequency.") + } +]; \ No newline at end of file diff --git a/erpnext/hr/doctype/leave_type/leave_type.json b/erpnext/hr/doctype/leave_type/leave_type.json index 8f2ae6eb15d..06ca4cdedbc 100644 --- a/erpnext/hr/doctype/leave_type/leave_type.json +++ b/erpnext/hr/doctype/leave_type/leave_type.json @@ -50,7 +50,7 @@ { "fieldname": "max_leaves_allowed", "fieldtype": "Int", - "label": "Max Leaves Allowed" + "label": "Maximum Leave Allocation Allowed" }, { "fieldname": "applicable_after", @@ -61,7 +61,7 @@ "fieldname": "max_continuous_days_allowed", "fieldtype": "Int", "in_list_view": 1, - "label": "Maximum Continuous Days Applicable", + "label": "Maximum Consecutive Leaves Allowed", "oldfieldname": "max_days_allowed", "oldfieldtype": "Data" }, @@ -87,6 +87,7 @@ }, { "default": "0", + "description": "These leaves are holidays permitted by the company however, availing it is optional for an Employee.", "fieldname": "is_optional_leave", "fieldtype": "Check", "label": "Is Optional Leave" @@ -205,6 +206,7 @@ }, { "depends_on": "eval:doc.is_ppl == 1", + "description": "For a day of leave taken, if you still pay (say) 50% of the daily salary, then enter 0.50 in this field.", "fieldname": "fraction_of_daily_salary_per_leave", "fieldtype": "Float", "label": "Fraction of Daily Salary per Leave", @@ -214,7 +216,7 @@ "icon": "fa fa-flag", "idx": 1, "links": [], - "modified": "2021-08-12 16:10:36.464690", + "modified": "2021-10-02 11:59:40.503359", "modified_by": "Administrator", "module": "HR", "name": "Leave Type", diff --git a/erpnext/hr/doctype/skill_assessment/__init__.py b/erpnext/hr/doctype/skill_assessment/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/hr/doctype/skill_assessment/skill_assessment.json b/erpnext/hr/doctype/skill_assessment/skill_assessment.json new file mode 100644 index 00000000000..8b935c4073a --- /dev/null +++ b/erpnext/hr/doctype/skill_assessment/skill_assessment.json @@ -0,0 +1,41 @@ +{ + "actions": [], + "creation": "2021-04-12 17:07:39.656289", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "skill", + "rating" + ], + "fields": [ + { + "fieldname": "skill", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Skill", + "options": "Skill", + "read_only": 1, + "reqd": 1 + }, + { + "fieldname": "rating", + "fieldtype": "Rating", + "in_list_view": 1, + "label": "Rating", + "reqd": 1 + } + ], + "index_web_pages_for_search": 1, + "istable": 1, + "links": [], + "modified": "2021-04-12 17:18:14.032298", + "modified_by": "Administrator", + "module": "HR", + "name": "Skill Assessment", + "owner": "Administrator", + "permissions": [], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/hr/doctype/skill_assessment/skill_assessment.py b/erpnext/hr/doctype/skill_assessment/skill_assessment.py new file mode 100644 index 00000000000..3b74c4ed5f9 --- /dev/null +++ b/erpnext/hr/doctype/skill_assessment/skill_assessment.py @@ -0,0 +1,12 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2021, 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 SkillAssessment(Document): + pass diff --git a/erpnext/hr/module_onboarding/human_resource/human_resource.json b/erpnext/hr/module_onboarding/human_resource/human_resource.json index 518c002bcaa..cd11bd1102e 100644 --- a/erpnext/hr/module_onboarding/human_resource/human_resource.json +++ b/erpnext/hr/module_onboarding/human_resource/human_resource.json @@ -13,17 +13,14 @@ "documentation_url": "https://docs.erpnext.com/docs/user/manual/en/human-resources", "idx": 0, "is_complete": 0, - "modified": "2020-07-08 14:05:47.018799", + "modified": "2021-05-19 05:32:01.794628", "modified_by": "Administrator", "module": "HR", "name": "Human Resource", "owner": "Administrator", "steps": [ { - "step": "Create Department" - }, - { - "step": "Create Designation" + "step": "HR Settings" }, { "step": "Create Holiday list" @@ -31,6 +28,9 @@ { "step": "Create Employee" }, + { + "step": "Data import" + }, { "step": "Create Leave Type" }, @@ -39,9 +39,6 @@ }, { "step": "Create Leave Application" - }, - { - "step": "HR Settings" } ], "subtitle": "Employee, Leaves, and more.", diff --git a/erpnext/hr/onboarding_step/create_employee/create_employee.json b/erpnext/hr/onboarding_step/create_employee/create_employee.json index 3aa33c6d862..47828186bf3 100644 --- a/erpnext/hr/onboarding_step/create_employee/create_employee.json +++ b/erpnext/hr/onboarding_step/create_employee/create_employee.json @@ -1,18 +1,20 @@ { - "action": "Create Entry", + "action": "Show Form Tour", + "action_label": "Show Tour", "creation": "2020-05-14 11:43:25.561152", + "description": "