RomainLibert
d5fd84b89a
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
closes odoo/odoo#29151
36 lines
1.2 KiB
Python
36 lines
1.2 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import fields, models, _
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from odoo.exceptions import UserError
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class HrPlanWizard(models.TransientModel):
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_name = 'hr.plan.wizard'
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_description = 'Plan Wizard'
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plan_id = fields.Many2one('hr.plan', default=lambda self: self.env['hr.plan'].search([], limit=1))
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def launch(self):
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active_id = self.env.context.get('active_id')
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rec = self.env['hr.employee'].browse(active_id)
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for activity_type in self.plan_id.plan_activity_type_ids:
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self.env['mail.activity'].create({
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'res_id': rec.id,
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'res_model_id': self.env['ir.model']._get('hr.employee').id,
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'activity_type_id': activity_type.activity_type_id.id,
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'user_id': activity_type.get_responsible_id(rec).id,
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})
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return {
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'type': 'ir.actions.act_window',
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'res_model': 'hr.employee',
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'res_id': active_id,
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'name': rec.display_name,
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'view_type': 'form',
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'view_mode': 'form',
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'views': [(False, "form")],
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}
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