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[IMP] PMS: Workflow change and new design

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Cybrosys Odoo Devs
2024-03-08 22:35:28 +05:30
parent 3bdbba0ae4
commit b747bfe7db
23 changed files with 3557 additions and 492 deletions
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243
pms/models.py
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@@ -1,13 +1,17 @@
from django import forms
from django.db import models
from django.forms import ValidationError
from django.core.exceptions import ValidationError
from django.utils.translation import gettext_lazy as _
from base.models import Company, Department, JobPosition
from base.horilla_company_manager import HorillaCompanyManager
from horilla_audit.methods import get_diff
# importing simple history
from simple_history.models import HistoricalRecords
from employee.models import Employee
from horilla_audit.models import HorillaAuditLog, HorillaAuditInfo
from django.core.validators import MinValueValidator
from dateutil.relativedelta import relativedelta
"""Objectives and key result section"""
@@ -23,6 +27,63 @@ class Period(models.Model):
def __str__(self):
return self.period_name
class KeyResult(models.Model):
"""model used to create key results"""
PROGRESS_CHOICES = (
("%", _("Percentage")),
("#", _("Number")),
("Currency", (("$", "USD$"), ("₹", "INR"), ("€", "EUR"))),
)
title = models.CharField(max_length=60, null=True, blank=False,verbose_name="Title")
description = models.TextField(blank=False, null=False,max_length=255,verbose_name='Description')
progress_type = models.CharField(
max_length=60, null=True, blank=True, choices=PROGRESS_CHOICES
)
target_value = models.IntegerField(null=True, blank=True, default=0)
duration = models.IntegerField(null=True,blank=True)
history = HorillaAuditLog(bases=[HorillaAuditInfo])
objects = HorillaCompanyManager()
def __str__(self):
return f"{self.title}"
class Objective(models.Model):
"""Model used for creating objectives """
title = models.CharField(null=False, blank=False, max_length=100,verbose_name='Title')
description = models.TextField(blank=False, null=False,max_length=255,verbose_name='Description')
managers = models.ManyToManyField(
Employee,
related_name="objective",
blank=True,verbose_name='Managers'
)
assignees = models.ManyToManyField(
Employee,
related_name="assignees_objective",
blank=True,verbose_name='Assignees'
)
key_result_id = models.ManyToManyField(
KeyResult,
blank = True,
related_name = "objective",
verbose_name = "Key results",
)
duration = models.IntegerField(default=1,validators=[MinValueValidator(0)])
created_at = models.DateField(auto_now_add=True)
add_assignees = models.BooleanField(default = False)
archive = models.BooleanField(default=False, null=True, blank=True)
history = HorillaAuditLog(bases=[HorillaAuditInfo])
objects = HorillaCompanyManager()
class Meta:
"""
Meta class for additional options
"""
ordering = [
"-id",
]
def __str__(self):
return f"{self.title}"
class EmployeeObjective(models.Model):
@@ -36,16 +97,32 @@ class EmployeeObjective(models.Model):
("At Risk", _("At Risk")),
("Not Started", _("Not Started")),
)
objective = models.CharField(null=False, blank=False, max_length=100)
objective_description = models.TextField(blank=False, null=False,max_length=255)
objective = models.CharField(null=True, blank=True, max_length=100,verbose_name='Title',)
objective_description = models.TextField(blank=True, null=True,max_length=255,verbose_name='Description',)
created_at = models.DateField(auto_now_add=True)
objective_id = models.ForeignKey(
Objective,
null =True,
blank = True,
related_name = "employee_objective",
verbose_name = "Objective",
on_delete=models.PROTECT,
)
employee_id = models.ForeignKey(
Employee,
on_delete=models.PROTECT,
null =True,
blank = True,
related_name="employee_objective",
null=True,
blank=True,
on_delete=models.PROTECT,
verbose_name='Employee'
)
key_result_id = models.ManyToManyField(
KeyResult,
blank=True,
related_name = "employee_objective",
verbose_name = "Key results",
)
updated_at = models.DateField(auto_now=True)
start_date = models.DateField(null=False, blank=False)
end_date = models.DateField(null=False, blank=False)
@@ -56,13 +133,36 @@ class EmployeeObjective(models.Model):
blank=False,
default="Not Started",
)
history = HorillaAuditLog(bases=[HorillaAuditInfo])
archive = models.BooleanField(default=False, null=True, blank=True)
progress_percentage = models.IntegerField(default=0)
history = HorillaAuditLog(bases=[HorillaAuditInfo], related_name="history_set")
archive = models.BooleanField(default=False)
objects = HorillaCompanyManager("employee_id__employee_work_info__company_id")
def __str__(self):
return f"{self.employee_id.employee_first_name} - {self.objective}"
def update_objective_progress(self):
"""
used for updating progress percentage when current value of key result change
"""
krs = self.employee_key_result.all()
if len(krs)>0:
current= 0
for kr in krs:
current += kr.progress_percentage
self.progress_percentage = int(current/len(krs))
self.save()
def __str__(self):
return f"{self.objective_id} | {self.employee_id}"
def save(self, *args, **kwargs):
if not self.pk and self.objective_id and self.start_date:
duration = self.objective_id.duration
self.end_date = self.start_date + relativedelta(days=duration)
super().save(*args, **kwargs)
def tracking(self):
return get_diff(self)
class Comment(models.Model):
"""comments for objectives"""
@@ -89,7 +189,6 @@ class Comment(models.Model):
def __str__(self):
return f"{self.employee_id.employee_first_name} - {self.comment} "
class EmployeeKeyResult(models.Model):
"""employee key result creation"""
@@ -106,17 +205,23 @@ class EmployeeKeyResult(models.Model):
("Not Started", _("Not Started")),
)
key_result = models.CharField(max_length=60, null=True, blank=False)
key_result_description = models.TextField(blank=False, null=True,max_length=255)
employee_objective_id = models.ForeignKey(
EmployeeObjective, on_delete=models.CASCADE, related_name="emp_obj_id"
)
employee_id = models.ForeignKey(
Employee,
on_delete=models.DO_NOTHING,
related_name="emp_kpi",
null=True,
blank=True,
key_result = models.CharField(max_length=60, null=True, blank=True)
key_result_description = models.TextField(blank=True, null=True,max_length=255)
employee_objective_id =models.ForeignKey(
EmployeeObjective,
null =True,
blank = True,
related_name = "employee_key_result",
on_delete=models.CASCADE,
)
key_result_id = models.ForeignKey(
KeyResult,
null =True,
blank = True,
related_name = "employee_key_result",
verbose_name = "Key result",
on_delete=models.PROTECT,
)
progress_type = models.CharField(
max_length=60, null=True, blank=True, choices=PROGRESS_CHOICES
@@ -137,21 +242,57 @@ class EmployeeKeyResult(models.Model):
end_date = models.DateField(null=True, blank=True)
history = HorillaAuditLog(bases=[HorillaAuditInfo])
objects = HorillaCompanyManager("employee_id__employee_work_info__company_id")
progress_percentage = models.IntegerField(null=True, blank=True, default=0)
progress_percentage = models.IntegerField(default=0)
def __str__(self):
return f"{self.key_result} "
return f"{self.key_result_id} | {self.employee_objective_id.employee_id} "
def save(self, *args, **kwargs):
if self.employee_id is None:
self.employee_id = self.employee_objective_id.employee_id
def update_kr_progress(self):
if self.target_value != 0:
self.progress_percentage = (
int(self.current_value) / int(self.target_value)
) * 100
def clean(self):
from pms.forms import validate_date
super().clean()
start_date = self.start_date
end_date = self.end_date
# Check that start date is before end date
validate_date(start_date, end_date)
start_value = self.start_value
current_value = self.current_value
target_value = self.target_value
if target_value == 0:
raise ValidationError({
"target_value": _("The target value can't be zero.")
})
if start_value > current_value or start_value > target_value:
raise ValidationError("The start value can't be greater than current value or target value.")
if current_value > target_value:
raise ValidationError(
{
"current_value": _("The current value can't be greater than target value.")
})
def save(self, *args, **kwargs):
# if self.employee_id is None:
# self.employee_id = self.employee_objective_id.employee_id
# if self.target_value != 0:
if not self.pk:
self.current_value = self.start_value
self.update_kr_progress()
super().save(*args, **kwargs)
self.employee_objective_id.update_objective_progress()
# class meta:
# """
# Meta class to add some additional options
# """
# unique_together = ("key_result_id", "employee_objective_id")
"""360degree feedback section"""
@@ -397,3 +538,51 @@ class KeyResultFeedback(models.Model):
on_delete=models.DO_NOTHING,
)
objects = HorillaCompanyManager("employee_id__employee_work_info__company_id")
def manipulate_existing_data():
# correct the existing objectives and key results, run after all apps are loaded
from dateutil.relativedelta import relativedelta
from horilla.decorators import logger
#for existing employee objectives
try:
emp_objectives = EmployeeObjective.objects.all()
for emp_objective in emp_objectives:
if emp_objective.objective != None:
objective,created = Objective.objects.get_or_create(title=emp_objective.objective)
objective.save()
objective.duration = 20
objective.save()
# emp = emp_objective.employee_id
# emp_objective.employee_id = emp
emp_objective.end_date = emp_objective.start_date+relativedelta(days=20)
emp_objective.objective_id = objective
emp_objective.objective=None
emp_objective.objective_description=None
emp_objective.save()
except Exception as e:
logger.error(e)
#for existing key results
try:
e_krs = EmployeeKeyResult.objects.all()
for e_kr in e_krs:
if e_kr.key_result != None:
kr,created= KeyResult.objects.get_or_create(title=e_kr.key_result)
kr.duration = 2
kr.save()
e_kr.end_date = e_kr.start_date+relativedelta(days=2)
e_kr.key_result = None
e_kr.key_result_description = None
e_kr.key_result_id = kr
e_kr.save()
except Exception as e:
logger.error(e)
for r in range(1):
manipulate_existing_data()