We convert the custom plan implementation to use the generic one. As the
generic one can define plans for multiple model. We use the check
dedicated_to_res_model == 'hr.employee' to activate the specific feature for
hr.employee. Indeed, that field contains the model name when the plan is
applicable only for one model.
We also remove the 'launch plan' button as we can now launch a plan directly
from the activities button in the chatter.
Technical notes:
For the activity schedule wizard, we add the support for active_ids and
active_model as default values for res_ids and res_model because it is used as
link in the chatter to launch the wizard and we want to avoid a big migration
by keeping the link identical (and there are probably no simple solution to
keep the same behavior).
HR CONTRACT
Before the first contract date of the first selected element was chosen to
determine the planned due date if all first contract date were different
otherwise the minimum was chosen. So if the selection included 2 different date
among 3, the minimum was chosen but the first if the 3 were different.
With this change, the minimum is always used to determine the default planned
due date.
Task-3390865
Part-of: odoo/odoo#137969
Improve usability of employee form. It is confusing for end users
to create another record to encode the employee address.
Move all the private information on the hr.employee record itself.
Remove the M2O address_home_id.
TaskID: 3101400
* = bus, calendar, crm_livechat, hr, hr_holidays, im_livechat, mail_bot,
mass_mailing, privacy_lookup, test_discuss_full, test_mail,
test_mail_full, website_crm_livechat, website_livechat, base
In preparation of splitting discuss and mail modules.
Part of task-3265211
closesodoo/odoo#118354
Related: odoo/upgrade#4553
Related: odoo/enterprise#39661
Signed-off-by: Sébastien Theys (seb) <seb@odoo.com>
When starting an onboarding/offboarding plan on an employee, activities
were only created for the users that were part of the HR Officer group.
Regular users can't access the `hr.employee` model and it's not possible
to have activities on `hr.employee.public`.
A new model has been created to manage those activities and is only
accessible to the user and their manager.
task-3151758
closesodoo/odoo#111505
Signed-off-by: Kevin Baptiste <kba@odoo.com>
hr_*:
hr
hr_contract
hr_recruitment
website_hr_recruitment
Increase UX and possibilities to postulate to a job on recruitement.
Also moves the model hr.contract.type from hr_contract to hr so that it
can also be used from hr_recruitment without having two models in parallel.
taskID 2898063
closesodoo/odoo#96551
Related: odoo/enterprise#29777
Related: odoo/upgrade#3861
Signed-off-by: Kevin Baptiste <kba@odoo.com>
The "Departure Reasons" where hardcoded and couldn't reflect all the
valid departure reasons (like "End Of Fixed-Term Contract").
This commit introduces a new model `hr.departure.reason`.
closesodoo/odoo#66905
Taskid: 2447056
Related: odoo/enterprise#16709
Related: odoo/upgrade#2211
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
The work location of an employee was previously a fields.Char. That was
changed to a Many2one field to a the new model called work.location.
That had some consequences in other modules that had to be slightly
adjusted. The modules impacted were hr, hr_appraisal, hr_payroll.
Task id: 2335646
closesodoo/odoo#63192
Related: odoo/enterprise#15235
Related: odoo/upgrade#2020
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Reason: In Employees app, it is confusing for the first time users to see
both 'Employees' and 'Employee Directory' folder. Also, first user
is not assigned to any departments.
Solution: If the user can see the folder 'Employees', don't show
the folder 'Employee Directory'. Assign the first user to the
'Administration' department.
Task - 2377506
closesodoo/odoo#63038
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
PURPOSE
Since v13 some commits added code in mail thread file. This file is already
quite long and keeping it organized allow to understand its content.
SPECIFICATIONS
Some methods defined on mail.thread may actually be called on models
not inheriting from mail.thread . Instead of having model methods on mail
thread receiving a records parameter it seems better to have those available
directly on BaseModel.
Move static_message_track on BaseModel in models.py. This method is now called
_mail_track, to be coherent with othe rmail-related naming. It is used in
accounting to track values in line model that does not inherit from mail.
thread. Update accounting accordingly (followup of d862965).
Move _message_get_default_recipients_on_records in models.py. Renaming it
_message_get_default_recipients() allow to be compatible with current behavior
and current override available in some addons (like CRM, event, ...).
Move _notify_get_reply_to_on_records in models.py. Renaming it
_notify_get_reply_to() allows to be shorter and coherent.
Move _alias_check_contact_on_record in models.py. Renaming it
_alias_check_contact_() allows to be shorter and coherent. Its override in
hr is also moved on BaseModel.
LINKS
Task ID-2327096 (code cleaning)
PR #56631
X-original-commit: f5df1ed912455e5ed52a65df3149f30a9d424de0
Before this commit, It was not possible to copy An employee which is already linked to User due `user_uniq` constraints.
Now we add `copy=False` on `user_id` field, so Employee will be copied without linked User.
closesodoo/odoo#49915
X-original-commit: 2a63df03859166414be338c6655ee8c4052666b7
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose
=======
There are currently multiple ways to determine if an employee is presence
or absent:
- login state (user status on chat)
- checkin/checkout from the Attendance app
- leave
- hr_presence (email, ip)
Those states are displayed in several different places and can be inconsitent.
e.g. Logged in -> green in the chat
Not checked in -> red on the employee kanban view.
The multiple ways to determine employee presence described above
should be aggregated together to have a better consistency.
Specification
=============
There are 3 presence states (previously defined in module `hr_presence`),
namely `present`, `absent`, `to_define`. They are now defined as soon as
`hr` module is installed.
The state computation can have several behaviors according to which apps
are installed:
1. `hr` is installed
Check employee presence based on login by default (only for employees with
a user).
Kanban state (private and public): should be green when logged in, red when logged out and
orange when the user is away.
Private employee form: Display a stat button "Connected" on the form view
when the user is logged in or "Last Activity xx/xx/xxx" otherwise.
2. `hr_attendance` is installed:
when the user is logged out, the state
is determined from the checked in/out state. But when the user is logged in,
consider the user as present (even if he checked out).
Kanban state: green for checked in, red for checked out
Private form view: attendance stat button.
3. `hr_holidays` is installed:
Has the highest priority if the employee is on leave.
Kanban state: red if employee is on leave.
Private form view: stat button "Absent Until xx/xx/xxxx" if employee
is on leave.
4. `hr_presence` is installed:
Two additionnal presence checking option: emails sent and IP address connected.
Once a user sent an email or the IP address was connected, he is considered
present for the entire day.
There should be at most one stat button on the employee form view, with the
relevent information.
Task id: 2024482
closesodoo/odoo#34933
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose
=======
1/ Robustness & security: right now it is not easy to understand and do something
clean in term of security (hr people vs employees, private info vs public). A
HR officer doesn't know if he can write something on the chatter. Currently, a
note will be visible for all the employees who have access to the employee form
view for example.
2/ In term of business, it makes sense to let a hr manages payroll stuff (contract,
employees private information, ... and other employee see public information
(résumé and work information)
Specification
=============
Introduce 2 new models:
- hr.employee.base (AbstractModel): This represents the basic skeleton
model on which the shared fields and methods between the public and
the private employees models.
- hr.employee.public (_auto=False): This is a sql view based on the
employee values, readable for an internal user (i.e. an employee).
The model hr.employee is not readable anymore for an employee.
There are now 3 ways to access the employee data:
1/ From the hr.employee views. HR officer access rights are required
2/ From the public profile. The public data for an employee are accessible
but can't be modified.
3/ From the 'My Profile' menu. A classic employee can access its own
data from there, and can modify them.
Recent merge d5fd84b89a added onboarding plans to employees with some
new models. However conventions for naming files and views are not done.
This commit fixes that to ensure code readability.
Commit linked to task ID 1923387 and PR #30235.
Purpose
=======
Give the possibility to elaborate plans through Odoo. For instance, in HR,
you could create an onboarding plan when a employee is created. Someone manages
laptop and other equipment, someone check hr stuff, ... This feature is generic
but in a first time we will apply it only on the hr module.
Ease HR process in a company by creating plans: a plan is an assembly of Next
Activities that will be launched together whenever you need it.
Example of plan for an employee onboarding:
Activity: Prepare materials
Responsible: Alain
Deadline: At the contract signature
Activity: Manage Cars
Responsible: Cécile
Deadline: at the contract signature (both signature)
Activity: Plan Training
Responsible: Caroline
Deadline: After signature
Activity: Training
Responsible: Employee
Deadline: 1 week after the employement date
Specifications
==============
On HR Configuration: Add a menu "Activity Plans"
Activity plan object:
- Name
- Model (debug mode) (hr by default)
- Activity Template o2m
- Activity Type (only the one related to hr)
- Deadline (come from Activity Type)
- Responsible \/
0 Coach
0 Manager
0 Other
[Responsible_name] \/ (coach, manager or manually set if other)
Add datas, 2 plans:
Onboarding
- Name: Onboarding
- Plan lines:
Activity: Setup IT Materials
Responsible: [a user] (manager)
Deadline: At the contract signature
Activity: Plan Training
Responsible: [manager]
Deadline: After signature
Activity: Training
Responsible: [Employee]
Deadline: 1 week after the employement date
Offboarding
- Name: Onboarding
- Plan lines:
Activity: Compute Out Delais
Responsible: [a user] (manager)
Deadline: today
Activity: Take Back HR Materials
Responsible: [manager]
Deadline: today
Activity: Manage Car
Responsible: [manager]
Deadline: today
When to trigger it ?
HR specific use case:
1/ On employee, from the employee chatter:
when you create an employee, Odoobot will log a note with the following message:
"Congratulations ! May i recommand you to setup an onboarding plan?", with a link
create a plan from it.
2/ Add a button 'launch plan' to open a wizard to select the plan
3/ When archive an employee
Open a wizard with:
- Reason (selection)
- Action plan (m2o not required)
Error if employee not linked to a user.
Task : 1912681
closesodoo/odoo#29151
Purpose of this commit is to allow to make private channels linked to
an HR department with an auto subscription.
It will ease the use of discussion channels among employees of a given
department. Moreover auto subscription is useful to avoid having to
manually synchronize channel members and department members.
This commit is linked to task ID 1848526 and closes PR #26650 .
Co-authored-by: Gert Pellin <gpe@odoo.com>
Co-authored-by: Richard Mathot <rim@odoo.com>
Currently check of alias security is directly embedded in mail.thread
routing method. In this commit we move this check in the mail.alias.mixin
class itself. Doing this allows models to extend or improve the behavior
depending on how inheriting models use aliases.
New feature in mail module
==========================
Currently, an email can be sent to an alias from:
- Everyone
- Authenticated Partners
- Followers
This commit is intended to add another category: Employees
The main purpose of this new feature is to allow employees to send an email
to an 'expense' alias in order to create automatically their expenses with
their mobile phones.
Use this new mechanism in hr_expense
====================================
Currenlty, we're overriding message_new to make a security check and create
an expense if the sender is an employee or bounce otherwise, which is not the
correct way to achieve this. A better way is to use the alias mechanism now
that it has been extended to employees too.
Don't hardcode email_from
=========================
The email_from of the bounce email is hardcoded to "help@odoo.com". I am sure
they will be happy to receive all answers from any odoo instance
Review the bounce email content
===============================
content: Your expense has not been created because your email address is not set
on an employee or on a employee's user. Configure your employee's information correctly and try again.
-> this is a message for the admin, not an employee or anyone else
Now the content is generical for aliase defined for employees.
Pierre-Yves Dufays