Purpose
=======
Consultancy companies need resumé and skills of their consultants.
For big projects, they often need to send them to their customers.
These informations are also useful to statistics.
Specification
=============
New models
----------
1/ `hr.resume.line.type`
Types of resumé lines. e.g. *Experience*, *Education*, *Hobbies*
2/ `hr.resume.line`
It is a line in the resumé of an employee.
3/ `hr.skill`
Name of a skill. e.g *French*, *Python*, *Piano*
4/ `hr.skill.type`
Skills can belongs to a particular type. A skill type has skill levels associated.
e.g. *Languages*, *Dev*, *Music*
5/ `hr.skill.level`
Levels available for a particular skill type. Each level has a label
and a progress (between 0 and 100) associated.
e.g. *Intermediary (20%)*, *Advanced (85%)*, *Expert (100%)*
6/ `hr.employee.skill`
These are skills which employees have. It links an employee with a particular skill
and level.
e.g. Mitchell has an *Intermediary* level in *Python*
Access Rights
-------------
Only a `hr_user` can create/edit `hr.resume.line.type`, `hr.skill`, `hr.skill.level`, `hr.skill.type`.
If employees are allowed to edit their infos (setting), they can also create/edit `hr.resume.line`,
`hr.employee.skill` for themselves.
UI
--
Resumé lines are displayed, grouped by type, in a new 'Resumé' tab in the employee
form. Resumé lines can be reordered (handle widget)
Emloyee skills are displayed in the Resumé tab, grouped by skill type.
General Purpose
===============
We want an 'Employee profile' gathering every data about an employee.
The main form view is modified to become this employee profile.
A user can also see his own profile through the Preferences menu.
The new profile replaces the current Preferences view if the hr module is installed
and the current user is linked to an employee.
A user should be able to see and edit his own profile.
*Problem*:
Many fields on hr.employee are protected by groups="hr.group_hr_user".
Therefore, a regular user cannot see or edit those fields.
This protection must be bypassed to allow read/write access
to the regular user's own data.
A similar mechanism already exists for res.users (for Preferences)
The better (least worst) solution found is to reuse this mechanism by adding related fields on res.users.
Pros:
- Don't change security access on hr.employee
- Don't implement yet another custom security layer, risking to add new security breaches
- A lot of fields are added by other modules on hr.employee.
It would have required to integrate them with the custom security layer.
- Fields added by other modules on the user's preferences view (normal view, not the profile)
are automatically included in the employee's profile view.
- Allow the hr.employee form view to be different than the user profile accessible
through the Preferences menu.
E.g. add custom buttons only relevant to the logged in user such as "Request a leave".
Cons:
- Each field from hr.employee that you want to appear on its profile
must be added as a related field on res.users
- Those related fields must be added to user's preferences view (duplicate views)
- They also must be added to SELF_[READABLE | WRITABLE]_FIELDS
Note:
When the front-end loads the views it gets the list of available fields
for the user (according to its access rights). Later, when the front-end wants to
populate the view with data, it only asks to read those available fields.
However, in this case, we want the user to be able to read/write its own data,
even if they are protected by groups (groups are kept on the related fields on res.users).
The front-end need to be made aware of those fields by sending all field definitions.
hr_attendance
=============
This commit integrate attendance in the new employee profile.
It also adds a stat button to this employee profile showing
the number of hours worked last month.
Remove the boolean computed field 'manual_attendance'.
This field is just a shortcut to add/remove the employee's user
in the "Manual Attendance" group.
The checkbox is confusing on the employee's form and this should
be done through the normal group management screens.
hr_presence
===========
Display the presence status on the employee kanban template.
The status is a colored chip which can be green (present),
orange (to define) or red (absent).
Currently, the presence status is only computed when accessing
the report view. As this commits displays it on the employee kanban,
it should be updated more frequently.
The state should not be updated every time the kanban view is loaded
since the computation is a bit heavy. Instead: add a cron to update
status every 15 minutes.
-> The status is accurate on the report view (status is still updated
when loading the view)
-> The status in accurate at 15 minutes on the kanban view
[ADD] hr_attendance_presence
============================
Bridge module between hr_attendance and hr_presence.
This commit integrates hr_presence module in the employee
profile and adds the presence status on the employee kanban view.
But hr_attendance adds at the same place a similar status icon for
checkin/checkout.
This bridge module makes the status from hr_presence invisible as
hr_attendance should be the main presence control mechanism.
Also, this commit adds the ability (through a new setting option)
for hr_presence to take into account checkin/checkout to determine
the presence status.
l10n_be_hr_payroll
==================
integration with employee profile
Purpose
=======
When the manager (parent_id) of an employee changes,
it doesn't always mean that other responsibles (Leave responsible,
expense responsible, coach) should also change.
Specification
=============
When changing the employee's manager, the leave responsible,
the expense responsible and the coach should be changed only
if the field was not set or if the responsible is the previous manager.
In that case, they should be set to the new manager.
Otherwise, it means the field was most probably set manually and
it should be left unchanged.
Purpose is to clean the use of tracking parameters on fields. Parameters are
merged and is now tracking=<int> or tracking=True.
This commit is linked to task ID 1903814 and PR #28430.
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
Check that it makes custom binary fields into attachment as that's the
main reason for the change: when users create binary fields via Studio,
they're necessarily db-stored (as the interface doesn't allow altering
the attachment attribute and it's unclear how we'd handle users
switching it on/off every time), which significantly bloats their
database (and burns storage & backup space), especially as the primary
use case for binary fields is adding images and documents to records.
* check that binary fields are properly created as attachment=True
* add attachment=False on fields where that seems relevant (most but not
all of the fields previously using the default)
* remove occurrences of attachment=True
closesodoo/odoo#29308
=========
PURPOSE
=========
{Any employee can work on a PoS session, even if he has no user. This decreases the cost of PoS App.}
We are not competitive enough on the PoS Market because customers have to pay one user per cashier while they expect to pay one user per cash station.
===============
SPECIFICATIONS
===============
pos.config
- Add a checkbox : "Login with Employees"
- If set to TRUE, an "Allowed Employees" many2many appear
- If employees many2many is empty, all employees can log on this PoS
- If set to FALSE, can only log in with the currently logged user
hr.employee
- The barcode and pin fields were be moved to the hr.employee
- Set a barcode (not pin) by default at the creation of any employee
- No Employees module with PoS > dependency to hr
Open the PoS if "Log in with Employees" = FALSE
- Same behaviour than now, when I open the PoS, I'm logged in with the current user and can start working at once. The only difference is that it is not possible to switch users anymore.
- The button to close the session is visible
Open he PoS if "Log in with Employees" = TRUE
- When I open the PoS, the first screen I see is the login screen.
(a) I choose my employee and enter my pin code (if there is pin code on my employee, otherwise not required) (I can only see employees that have access to that PoS)
(b) I scan my barcode
(c) I scan my rfid card (future development)
- When I click on the employee name, I can log in with another employee
- If the employee is linked to a user that has the pos user/manager access right, I can see the button the close the session. Otherwise I cannot close the session (and thus cannot access backend).
- Add field employee on all records created by PoS (and replace the field user by that one) (on pos.orders)
Lock Screen
- Improve the PoS Interface
- Add a new feature to allow to "lock" the session. When a session has been locked, the user/employee has to re-log-in to access the PoS
- When I try to re-log-in, by default suggest the last employee logged in in the login screen
Migration
Plan a migration strategy > barcode and pin is now on the employee and not on the user anymore
closesodoo/odoo#28567
Employees can appear multiple times in the org chart
Purpose
=======
Allow recursive hierarchy (an employee can be its own manager; e.g. the CEO is manager of everyone
but is also member of a department managed by the CTO who is himself managed by the CEO).
This means an employee might appear in multiple place in the organisational chart.
The button to see more of the hierarchy in the organisation chart opens all employees under the N+2 of the
current employee being displayed but does not open the view of the N+2.
Specification
=============
Add 'subordinates_ids' computed field on 'hr.employee' to get all subordinates (direct and indirect).
closesodoo/odoo#27900
Purpose
=======
A lot of companies don't use the module hr.attendance but are faced
to employees distraction, they forget to record leaves.
In big companies, it is not easy to controle presence and
check if everyone is present in the office.
Specification
=============
1/ Review Human Resources menuitems
- Employees
- Contract
- Department
- Reports
- Employee Presence
- Configuration
- Settings
- Employee
- Tag
- Contract
- Types
- Templates
- Challenges
- Challenges
- Badges
- Goal History
2/ Add option in hr settings to decide the company policy
[ ] Controle Presence of Employees
[ ] According the system login --> Based on the bus presence (Present if 'away' or 'online')
[ ] Following number of sent emails --> Based on the sent mail.message during the day
[ ] According to the IP address --> Based on the ip address when requesting a long polling, stored on a res.users.log
3/ Add an employee presence view
This view is only for the hr manager and the data is computed when the hr manager goes to it
Clicking on this menu item will generate all kanban of employees grouped by state (present, absent, to define)
On each employee cart, an action can be requested as:
- Send a sms to the employee
- Send an email to the employee
- Create a leave for the employee
4/ Use this email template to contact the employee
Dear %(employee_name)s,
Exception made if there was a mistake of ours, it seems that you are not at your office and there is not request of leaves from you.
Please, take appropriate measures in order to carry out this work absence.
Do not hesitate to contact your manager or the human resource department.
Best Regards,
This commit adapts the business code to changes introduced by
the parent commit in order to keep the same behaviour as before.
All readonly=False fields will have to be checked afterwards to confirm
that the business case requires write access to the source field.
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>
Purpose of this code is to synchronize user and employee timezones. However
if the employee has one and the user none it is better to keep the one
set on the employee to avoid issues.
Currently user name is synchronized with employee name. However it is
interesting to synchronize other fields like image, email and timezone.
Changing an user linked to an employee through the UI already updates those
fields. This commit ensure code handles synchronization like UI. When
updating an user its related employees are updated. When changing the
user linked to an employee through code all fields are also correctly
synchronized.
This commit is linked to task ID 1876795 and PR #26571.
Purpose of this commit is to improve settings by improving labels and
section titles. Purpose is to ease use of settings by users and make
it easier to understand.
This commit is linked to task ID 47221 and PR #26483.
Task 40692
Various changes to import/export (mainly) UIs:
* default to excel & "full" (non-import-compatible) export
* auto-detect encoding of CSV using chardet
* remember column -> field mapping after having imported a file (useful
for repeated imports where auto-matching failed)
* better handle localised booleans & column names
* automatically select source list view's fields when exporting
* better integrate import templates feature and add a number of templates
Refactor resource calendar and resource mixin:
- add a required timezone field on models 'resource.calendar' and 'resource.resource';
- resource calendar attendances are now computed in the timezone of the resource
or the calendar;
- improve API of 'resource.calendar' and 'resource.mixin';
- avoid other modules from using the implementation methods of 'resource.calendar';
- refactor implementation of 'resource.calendar' to make it more efficient.
a696f84f1f adds a few extra fields to the
Private information tab of the employee form. As a result, HR personnel
and employees could reasonably expect these fields to be protected in
the same manner as the other private fields. Make it so.
Cherry-Pick of odoo/enterprise@533db05b5eFixes#18610
Add some private information on the employees like:
- Certificate: Bachelor, Master, Other
- Place/Date of birth
- KM Home/Work
- Emergency Number/Contact
- ...
Also move some already existing private information from hr_contract to hr.
The reified view on the res users will be dropped in the following commit.
The previous commit adds support to define each group as a computed field on the res users.
This commit defines:
- A boolean field for each 'isolated' res.group, i.e. a group in the hidden category.
- A selection field for each 'Application' res.group, i.e. a group in a application category.
Example:
- The group to manage pricelist in sales becomes a boolean field
- The groups project user/manager become a selection field
This commit refactors mail.thread message_subscribe method. It is done for two
purposes. First one is to optimize performance by using the new followers
computation methods introduced recently. Second purpose is to clean the API
of message_subscribe to make it simpler to use.
This commit splits message_subscribe in two main parts :
* _message_subscribe is a private method calling the follower new
subscription methods and updating the record set;
* message_subscribe is a public wrapper on _message_subscribe that adds
access rights checks;
Simplification comes by removing message_subscribe_users that was a
shortcut to message_subscribe. Having a method to subscribe partners and
channels is sufficient as we would like to avoid bloating the public API
of mail.thread. A force parameter is also removed from message_subscribe
as this implementation detail can be induced in the computation.
Various addons using the removed methods are updated in order to use the new
subscription API. They have the same functional behavior.
This commit has a great impact when subscribing several followers. In a more
general way all code using message_post is also optimized as posting a message
generally implies subscribing followers. It also improves activity use as
posting a message and subscribing new followers are common process in
activities.
Commit 78ac6de52d refactored methods checking alias security on the
routing found for a given destination address. Indeed if a routing is found
linked to an alias a security check is performed according to the restriction
defined on the alias itself.
HR module adds the 'employees only' restriction. A bug has been introduced
in the mentioned commit concerning employees-based aliases. Indeed a condition
on having a recordset has been added (self.ids, changed to record.ids at
20d8025036). This condition is actually not necessary as checking the
email author is linked to an existing employee has nothing to do with the
alias being linked to a record or creating new record.
This may causes issues notably using employees-restricted aliases in
expense application. Indeed you could use aliases to create new expenses
for employees and you could have issues with this condition.
This commit is linked to task ID 1829860 and ID 35093. Closes#22960 .
Purpose
=======
Currently both 'Married' and 'Legal Cohabitant' are considered as the same thing.
We should separate these 2 marital status to have a more accurate information.
HR employee model automatically adds the employee's user as follower of
its own employee profile. It has been done at 8ab3e5d2a1 probably
when working on gamification and twitter-like employee profile. In that
use case adding the employee's user as follower was required to be able
to discuss on the employee form view. It is also a requirement to be sure
he receives news about received badges.
Since then however employee profile has been set as private and internal.
It is used only for HR purpose which is coherent with the model and the
business flow of various HR modules. Moreover it has never been really used
as intended in gamification or as a twitter-like profile. It seems therefore
not necessary to automatically add followers to this record.
If required, any message_post can add the employee's user in the recipients
if its attention is required on some message. It required only to set the
target users's partner in the partner_ids parameter of message_post that
is propagated to the message creation and notification.
An override of notification process can also be removed. It seems people
wanted to add the user to its profile but without notifying him. Let
us remove all that crap.
Finally the CTA button to (un)follow employees directly from the kanban
view is also removed for the same reasons as state hereunder.
Posting on users is not supported anymore. It was implemented in a time
we thought having a twitter-like behavior in Odoo was a good idea.
Posting on users was redirected on its related partner in mail. It was
redirected on its related employee in hr. It does not make sense anymore
as employee are records with limited access and partners used for other
purpose than discussing notably in accounting.
Now that we have chat channels it makes no sense to have this kind of
behavior still implemented. Let us remove it. No functional change
should occur with this commit.
Before this commit, when having a simple employee (group employee) accessing the form view
of hr.employee, there was traceback because the field is_address_home_a_company was not in the view
This is because of commit 2d777d5
which restricted this field to the group_hr_user (Officer) in Python
When the view itself is not group-restricted
The JS loads everything from the view but puts invisible=1 on sections that have a group
The field, in our case, is forbidden before that and is not loaded, whereas the domain in which it is used is loaded
After this commit, the view loads correctly, while avoiding leaks as intended
OPW 813721
A few fields present in the "Private Info" tab of the Employee form did
not have the corresponding `groups` attribute.
This could cause access rights problems.
You could try to check followers on a model not inheriting from mail alias
mixin. In that case current code would check followers on a void mail
alias mixin record, meaning no followers found. Instead we now
differentiate the class method from the method checking record properties.
The name field is a stored related on the resource.resource record.
The name on the resource is required.
If no name (and no resource_id), the creation fails as trying to create a
resource without name (non-null constrain)
Force in the view to indicate to the user that a name is required but without
adding the constrain at the database level.
required=True on the fields adds a non-null constrain on the SQL column but the
related values are populated *after* the INSERT so it would fail depending on
the given values (e.g. a resource_id value but no name)
Fixes#20126Closes#20128
* account, hr, hr_recruitment, maintenance, mrp, sales_team, stock
Adaptation of https://github.com/odoo/odoo/commit/a79d83e436e5e965d59663d4a06a0f8a62d8f694 for saas-18 new colors.
Also change back all color defaults to 0 instead of 1 (see
mentioned commit: they were changed from 0 to 1 as in saas-16
the color was applied to kanban headers which had to be gray
(the old color 1) by default).
Also add default violet color for 'Customer Invoices' and 'Vendor Bills'
dashboards.
Lucas Lefèvre