DEV: Probation Tracking

addons_extensions/probation_management/__init__.py

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+from . import models

addons_extensions/probation_management/__manifest__.py

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+{
+    'name': 'Probation Management',
+    'version': '18.0.1.0.0',
+    'category': 'Human Resources',
+    'summary': 'Integrate Probation with Employees',
+    'author': 'Srivyn Platforms',
+    'license': 'LGPL-3',
+
+    'depends': [
+        'hr',
+        'mail',
+    ],
+
+    'data': [
+        'security/ir.model.access.csv',
+        'views/hr_employee_inherit.xml',
+        'views/probation_review_views.xml',
+    ],
+
+    'installable': True,
+    'application': False,
+}

addons_extensions/probation_management/models/__init__.py

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+from . import hr_employee_inherit

addons_extensions/probation_management/models/hr_employee_inherit.py

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+from odoo import api, fields, models
+from datetime import datetime, time
+from dateutil.relativedelta import relativedelta
+
+
+class HrEmployee(models.Model):
+    _inherit = 'hr.employee'
+
+    emp_type_id = fields.Many2one('hr.contract.type')
+    probation_state = fields.Selection([
+        ('not_applicable', 'Not Applicable'),
+        ('probation', 'On Probation'),
+        ('confirmed', 'Confirmed'),
+        ('extended', 'Extended'),
+        ('terminated', 'Terminated'),
+    ], default='not_applicable')
+
+    probation_start_date = fields.Date()
+    probation_end_date = fields.Date(
+        compute='_compute_probation_end_date',
+        store=True
+    )
+
+    @api.depends('probation_start_date', 'milestone_days')
+    def _compute_probation_end_date(self):
+        for rec in self:
+            if rec.probation_start_date and rec.milestone_days:
+                rec.probation_end_date = (
+                        rec.probation_start_date +
+                        relativedelta(days=rec.milestone_days)
+                )
+            else:
+                rec.probation_end_date = False
+
+    milestone_days = fields.Integer(
+        string='Milestone Days',
+        required=True
+    )
+
+    probation_review_ids = fields.One2many(
+        'hr.employee.probation.review',
+        'employee_id'
+    )
+
+    def write(self, vals):
+        res = super().write(vals)
+
+        for emp in self:
+
+            if (
+                    emp.emp_type_id
+                    and emp.probation_start_date
+                    and emp.milestone_days
+                    and not emp.probation_review_ids
+            ):
+                self.env['hr.employee.probation.review'].create({
+                    'employee_id': emp.id,
+                    'review_date': (
+                            emp.probation_start_date +
+                            relativedelta(days=emp.milestone_days)
+                    ),
+                    'milestone_days': emp.milestone_days,
+                })
+
+        return res
+
+    def cron_probation_completion(self):
+
+        today = fields.Date.today()
+
+        employees = self.search([
+            ('probation_state', '=', 'probation'),
+            ('probation_end_date', '<=', today)
+        ])
+
+        for emp in employees:
+
+            last_review = self.env[
+                'hr.employee.probation.review'
+            ].search([
+                ('employee_id', '=', emp.id)
+            ], limit=1, order='review_date desc')
+
+            if last_review.outcome == 'confirmed':
+                emp.probation_state = 'confirmed'
+
+            elif last_review.outcome == 'extended':
+                emp.probation_state = 'probation'
+
+                emp.probation_end_date = (
+                        emp.probation_end_date
+                        + relativedelta(months=1)
+                )
+
+            elif last_review.outcome == 'terminated':
+                emp.probation_state = 'terminated'
+
+            else:
+                pass
+
+class HrEmployeeProbationReview(models.Model):
+    _name = 'hr.employee.probation.review'
+    _description = 'Employee Probation Review'
+    _rec_name = 'employee_id'
+
+    employee_id = fields.Many2one(
+        'hr.employee',
+        required=True
+    )
+
+    review_date = fields.Date(required=True)
+
+    milestone_days = fields.Integer(
+        string='Milestone Days'
+    )
+
+    manager_feedback = fields.Text()
+
+    outcome = fields.Selection([
+        ('pending', 'Pending'),
+        ('confirmed', 'Confirmed'),
+        ('extended', 'Extended'),
+        ('terminated', 'Terminated')
+    ], default='pending')
+
+    extension_days = fields.Integer()
+
+    def write(self, vals):
+        result = super().write(vals)
+
+        for review in self:
+
+            if vals.get('outcome') == 'confirmed':
+                review.employee_id.probation_state = 'confirmed'
+
+            elif vals.get('outcome') == 'terminated':
+                review.employee_id.probation_state = 'terminated'
+
+            elif (
+                    vals.get('outcome') == 'extended'
+                    and review.extension_days
+            ):
+
+                review.employee_id.probation_state = 'probation'
+
+                next_review_date = (
+                        review.review_date +
+                        relativedelta(days=review.extension_days)
+                )
+
+                self.create({
+                    'employee_id': review.employee_id.id,
+                    'review_date': next_review_date,
+                    'milestone_days': review.extension_days,
+                })
+
+                review.employee_id.probation_end_date = next_review_date
+
+        return result

addons_extensions/probation_management/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_probation_review_user,probation.review.user,model_hr_employee_probation_review,hr.group_hr_user,1,1,1,1

addons_extensions/probation_management/views/hr_employee_inherit.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_employee_form_probation" model="ir.ui.view">
+        <field name="name">hr.employee.form.probation</field>
+        <field name="model">hr.employee</field>
+        <field name="inherit_id" ref="hr.view_employee_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//notebook" position="inside">
+                <page string="Probation">
+                    <field name="probation_state"
+                           widget="statusbar"
+                           statusbar_visible="probation,confirmed,extended,terminated"/>
+                    <group>>
+                        <group>
+                            <field name="emp_type_id"/>
+                            <field name="milestone_days"/>
+                            <field name="probation_state" readonly="1"/>
+                        </group>
+                        <group>
+                            <field name="probation_start_date"/>
+                            <field name="probation_end_date" readonly="1"/>
+                        </group>
+                    </group>
+                    <field name="probation_review_ids">
+                        <list editable="bottom">
+                            <field name="review_date"/>
+                            <field name="milestone_days"/>
+                            <field name="outcome"/>
+                        </list>
+                    </field>
+                </page>
+            </xpath>
+        </field>
+    </record>
+</odoo>

addons_extensions/probation_management/views/probation_review_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- List View -->
+    <record id="view_probation_review_list" model="ir.ui.view">
+        <field name="name">hr.employee.probation.review.list</field>
+        <field name="model">hr.employee.probation.review</field>
+        <field name="arch" type="xml">
+            <list>
+                <field name="employee_id"/>
+                <field name="review_date"/>
+                <field name="milestone_days"/>
+                <field name="outcome"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- Form View -->
+    <record id="view_probation_review_form" model="ir.ui.view">
+        <field name="name">hr.employee.probation.review.form</field>
+        <field name="model">hr.employee.probation.review</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <group>
+                        <field name="employee_id"/>
+                        <field name="review_date"/>
+                        <field name="milestone_days"/>
+                    </group>
+
+                    <group>
+                        <field name="outcome"/>
+                        <field name="extension_days"
+                               invisible="outcome != 'extended'"/>
+                    </group>
+
+                    <group>
+                        <field name="manager_feedback"/>
+                    </group>
+
+                </sheet>
+            </form>
+        </field>
+    </record>
+    <record id="ir_cron_probation_completion"
+            model="ir.cron">
+
+        <field name="name">
+            Probation Completion Check
+        </field>
+
+        <field name="model_id"
+               ref="hr.model_hr_employee"/>
+
+        <field name="state">code</field>
+
+        <field name="code">
+            model.cron_probation_completion()
+        </field>
+
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="active">True</field>
+
+    </record>
+
+
+    <!-- Action -->
+    <record id="action_probation_reviews" model="ir.actions.act_window">
+        <field name="name">Probation Reviews</field>
+        <field name="res_model">hr.employee.probation.review</field>
+        <field name="view_mode">list,form</field>
+    </record>
+    <menuitem
+            id="menu_probation_root"
+            name="Probation Management"
+            sequence="50"
+            parent="hr.menu_hr_root"
+            action="action_probation_reviews"/>
+
+</odoo>