Daily work summary refactor (#12944)

* added daily work summary setting doctype and code to support feature

this will allow multiple setting for daily work summary

* added daily work summary setting user doctype

* made changes in daily work summary code

* [minor] entry change in hr config file

* deleted previous daily work summary settings (and its company) doctype

* removed unwanted permission check

* toggled read_only option for enabled field

* removed print statements

* add patch for the changes

* doc changes

* [minor] indentation fix

* fixed tests

* indentation fixes

* codacy issue fix

* formatting fixes

* renamed doctype

Renamed Daily Work Summary Setting to  Daily Work Summary Group and did related code and doc changes

* fixed typo

* updated doc

* codacy issue fix

* [minor] renamed doctype name in json

* Renamed old doctype

* fixed indentation

* codacy fix

* indentation fix

* renamed doctype

* handled patch exception

* fixed exception

* Update daily_work_summary_group.py

* rename patch file

removed abbreviation in file name

* handled exception in patch code

* removed Unnecessary pass statement

* [minor] indentation fix
This commit is contained in:
Suraj Shetty
2018-02-21 15:15:43 +05:30
committed by Rushabh Mehta
parent b8c088edb7
commit d3069fee4d
21 changed files with 410 additions and 175 deletions

View File

@@ -1,15 +1,24 @@
# Daily Work Summary
Daily Work Summary is way to get a automated way to get a summary of work done by all employees in a company. Once you set it up, each active Employee of the Company gets an email asking them what did they work on during the day.
Daily Work Summary is way to get a automated way to get a summary of work done by users.
Replies of all users who choose to respond is collected and sent as a summary at midnight. Emails are only sent based on the Holiday List selected for the group
**Note:**
> You must have one active incoming email account setup for this to work.
Replies of all employees who choose to respond is collected and sent as a summary at midnight. Emails are only sent based on the Holiday List setup in the Company or Employee master.
*Note:* You must have one active incoming email account setup for this to work.
### How to Use
Go to "Daily Work Summary Settings" via HR module or search bar and set the company for which you want to activate this feature.
Go to "Daily Work Summary Group" via HR module or search bar and set the users for whom you want to send the reminder.
You can also choose to Customize the Message you send to your employees:
You can set multiple groups with different set of _users_ from your user list with different _time to send emails_ and with separate _holiday list_ for each.
You can also choose to customize the _Message_ you send to users.
**Note:**
>1. If no holiday list is selected then the email will be sent every day.
>2. Name of a "Daily Work Summary Group" will be sent as the title for daily summary email.
>3. Mail will not be sent to the users of a disabled Daily Work Summary Group.
<img class="screenshot" alt="Department" src="{{docs_base_url}}/assets/img/human-resources/department.png">