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
45 lines
1.9 KiB
Python
45 lines
1.9 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 PlanActivityType(models.Model):
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_name = 'hr.plan.activity.type'
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_description = 'Plan activity type'
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activity_type_id = fields.Many2one('mail.activity.type', 'Activity Type',
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domain=lambda self: [('res_model_id', '=', self.env['ir.model']._get('hr.employee').id)])
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name = fields.Char(related='activity_type_id.name')
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responsible = fields.Selection([
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('coach', 'Coach'),
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('manager', 'Manager'),
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('employee', 'Employee'),
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('other', 'Other')], default='employee', string='Responsible')
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responsible_id = fields.Many2one('res.users', 'Responsible Person')
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def get_responsible_id(self, employee_id):
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if self.responsible == 'coach':
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self.responsible_id = employee_id.coach_id.user_id
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if not self.responsible_id:
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raise UserError(_('No user linked to the coach of %s. Please contact an administrator.') % employee_id.name)
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elif self.responsible == 'manager':
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self.responsible_id = employee_id.parent_id.user_id
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if not self.responsible_id:
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raise UserError(_('No user linked to the manager of %s. Please contact an administrator.') % employee_id.name)
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elif self.responsible == 'employee':
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self.responsible_id = employee_id.user_id
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if not self.responsible_id:
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raise UserError(_('No user linked to the employee %s. Please contact an administrator.') % employee_id.name)
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return self.responsible_id
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class Plan(models.Model):
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_name = 'hr.plan'
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_description = 'plan'
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name = fields.Char('Name', required=True)
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plan_activity_type_ids = fields.Many2many('hr.plan.activity.type', string='Activities')
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active = fields.Boolean(default=True)
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