Files
ihrm/pms/forms.py

1283 lines
43 KiB
Python

"""
forms.py
This module is used to register the forms for pms models
"""
import datetime
import uuid
from typing import Any
from django import forms
from django.core.exceptions import ValidationError
from django.core.files.base import File
from django.db.models.base import Model
from django.forms import ModelForm
from django.forms.utils import ErrorList
from django.template.loader import render_to_string
from django.utils.translation import gettext_lazy as _
from base.forms import ModelForm as BaseForm
from base.forms import ModelForm as HorillaModelForm
from base.methods import (
filtersubordinatesemployeemodel,
is_reportingmanager,
reload_queryset,
)
from employee.filters import EmployeeFilter
from horilla import horilla_middlewares
from horilla_widgets.widgets.horilla_multi_select_field import HorillaMultiSelectField
from horilla_widgets.widgets.select_widgets import HorillaMultiSelectWidget
from pms.models import (
AnonymousFeedback,
BonusPointSetting,
Comment,
Employee,
EmployeeBonusPoint,
EmployeeKeyResult,
EmployeeObjective,
Feedback,
KeyResult,
Meetings,
Objective,
Period,
Question,
QuestionOptions,
QuestionTemplate,
)
def validate_date(start_date, end_date):
"""
Validates that the start date is before or equal to the end date.
"""
if start_date and end_date and start_date > end_date:
raise forms.ValidationError("The start date must be before the end date.")
def set_date_field_initial(instance):
"""this is used to update change the date value format"""
initial = {}
if instance.start_date is not None:
initial["start_date"] = instance.start_date.strftime("%Y-%m-%d")
if instance.end_date is not None:
initial["end_date"] = instance.end_date.strftime("%Y-%m-%d")
return initial
class ObjectiveForm(BaseForm):
"""
A form to create or update instances of the Objective, model.
"""
start_date = forms.DateField(
required=False,
widget=forms.DateInput(attrs={"class": "oh-input w-100", "type": "date"}),
)
add_assignees = forms.BooleanField(required=False)
archive = forms.BooleanField(required=False)
key_result_id = forms.ModelMultipleChoiceField(
queryset=KeyResult.objects.all().exclude(archive=True),
label=_("Key result"),
widget=forms.SelectMultiple(
attrs={
"class": "oh-select oh-select-2 select2-hidden-accessible",
"onchange": "keyResultChange($(this))",
}
),
)
class Meta:
"""
A nested class that specifies the model,fields and style of fields for the form.
"""
model = Objective
fields = [
"title",
"managers",
"duration_unit",
"duration",
"key_result_id",
"description",
"add_assignees",
"assignees",
"start_date",
"archive",
"self_employee_progress_update",
]
exclude = ["is_active"]
def __init__(self, *args, **kwargs):
"""
Constructor for ObjectiveForm. If an instance is provided, set initial values for date fields
"""
employee = kwargs.pop(
"employee", None
) # access the logged-in user's information
super().__init__(*args, **kwargs)
self.fields["assignees"] = HorillaMultiSelectField(
queryset=Employee.objects.all(),
widget=HorillaMultiSelectWidget(
filter_route_name="employee-widget-filter",
filter_class=EmployeeFilter,
filter_instance_contex_name="f",
filter_template_path="employee_filters.html",
required=False,
instance=self.instance,
),
label="Assignees",
)
self.fields["managers"] = HorillaMultiSelectField(
queryset=Employee.objects.all(),
widget=HorillaMultiSelectWidget(
filter_route_name="employee-widget-filter",
filter_class=EmployeeFilter,
filter_instance_contex_name="f",
filter_template_path="employee_filters.html",
required=False,
instance=self.instance,
),
label="Managers",
)
reload_queryset(self.fields)
self.fields["key_result_id"].choices = list(
self.fields["key_result_id"].choices
)
self.fields["key_result_id"].choices.append(
("create_new_key_result", "Create new Key result")
)
def clean(self):
"""
Validates form fields and raises a validation error if any fields are invalid
"""
cleaned_data = super().clean()
add_assignees = cleaned_data.get("add_assignees")
for field_name, field_instance in self.fields.items():
if isinstance(field_instance, HorillaMultiSelectField):
self.errors.pop(field_name, None)
if (
add_assignees
and len(self.data.getlist(field_name)) < 1
and add_assignees
):
raise forms.ValidationError({field_name: "This field is required"})
cleaned_data = super().clean()
data = self.fields[field_name].queryset.filter(
id__in=self.data.getlist(field_name)
)
cleaned_data[field_name] = data
cleaned_data = super().clean()
add_assignees = cleaned_data.get("add_assignees")
assignees = cleaned_data.get("assignees")
start_date = cleaned_data.get("start_date")
managers = cleaned_data.get("managers")
if not managers or managers == None:
raise forms.ValidationError("Managers is a required field")
if add_assignees:
if not assignees.exists() or start_date is None:
raise forms.ValidationError("Assign employees and start date")
start_date = cleaned_data.get("start_date")
end_date = cleaned_data.get("end_date")
# Check that start date is before end date
validate_date(start_date, end_date)
return cleaned_data
def as_p(self):
"""
Render the form fields as HTML table rows with Bootstrap styling.
"""
context = {"form": self}
table_html = render_to_string("common_form.html", context)
return table_html
class AddAssigneesForm(BaseForm):
"""
A form to create or update instances of the EmployeeObjective, model.
"""
start_date = forms.DateField(
required=False,
widget=forms.DateInput(attrs={"class": "oh-input w-100", "type": "date"}),
)
class Meta:
"""
A nested class that specifies the model,fields and style of fields for the form.
"""
model = Objective
fields = [
"assignees",
]
def as_p(self):
"""
Render the form fields as HTML table rows with Bootstrap styling.
"""
context = {"form": self}
table_html = render_to_string("common_form.html", context)
return table_html
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
if self.instance:
self.fields["assignees"].queryset = self.fields[
"assignees"
].queryset.exclude(id__in=self.instance.assignees.all())
def clean(self):
cleaned_data = super().clean()
assignees = cleaned_data.get("assignees")
if len(assignees) == 0:
raise forms.ValidationError({"assignees": _("This field is required.")})
return cleaned_data
class EmployeeObjectiveForm(BaseForm):
"""
A form to create or update instances of the EmployeeObjective, model.
"""
key_result_id = forms.ModelChoiceField(
queryset=KeyResult.objects.all(),
label=_("Key result"),
widget=forms.Select(
attrs={
"class": "oh-select oh-select-2 select2-hidden-accessible",
"onchange": "keyResultChange($(this))",
}
),
)
class Meta:
"""
A nested class that specifies the model,fields and style of fields for the form.
"""
model = EmployeeObjective
fields = [
"objective_id",
"start_date",
"end_date",
"status",
"archive",
]
exclude = ["is_active"]
widgets = {
"objective_id": forms.HiddenInput(),
"start_date": forms.DateInput(
attrs={"class": "oh-input w-100", "type": "date"}
),
"end_date": forms.DateInput(
attrs={"class": "oh-input w-100", "type": "date"}
),
}
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
reload_queryset(self.fields)
try:
del self.fields["key_result_id"]
except Exception as _err:
pass
def as_p(self):
"""
Render the form fields as HTML table rows with Bootstrap styling.
"""
context = {"form": self}
table_html = render_to_string("common_form.html", context)
return table_html
class EmployeeObjectiveCreateForm(BaseForm):
"""
A form to create or update instances of the EmployeeObjective, model.
"""
key_result_id = forms.ModelMultipleChoiceField(
queryset=KeyResult.objects.all().exclude(archive=True),
label=_("Key result"),
required=False,
widget=forms.SelectMultiple(
attrs={
"class": "oh-select oh-select-2 select2-hidden-accessible",
"onchange": "keyResultChange($(this))",
}
),
)
objective_id = forms.ModelChoiceField(
queryset=Objective.objects.all().exclude(archive=True),
required=True,
label=_("Objective"),
widget=forms.Select(
attrs={
"hx-include": "#empObjectiveCreateForm",
"hx-target": "#id_key_result_id_parent_div",
"hx-select": "#id_key_result_id_parent_div",
"hx-swap": "outerHTML",
"hx-trigger": "change",
"hx-get": "/pms/get-objective-keyresult",
}
),
)
class Meta:
"""
A nested class that specifies the model,fields and style of fields for the form.
"""
model = EmployeeObjective
fields = [
"employee_id",
"objective_id",
"key_result_id",
"start_date",
"status",
"archive",
]
widgets = {
"start_date": forms.DateInput(
attrs={"class": "oh-input w-100", "type": "date"}
),
}
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
request = getattr(horilla_middlewares._thread_locals, "request", None)
if request.user.has_perm("pms.add_keyresult"):
self.fields["key_result_id"].choices = list(
self.fields["key_result_id"].choices
)
self.fields["key_result_id"].choices.append(
("create_new_key_result", "Create new Key result")
)
if request.user.has_perm("pms.add_employeeobjective") or is_reportingmanager(
request
):
employees = filtersubordinatesemployeemodel(
request,
queryset=Employee.objects.filter(is_active=True),
perm="pms.add_employeeobjective",
)
self.fields["employee_id"].queryset = employees | Employee.objects.filter(
employee_user_id=request.user
)
def as_p(self):
"""
Render the form fields as HTML table rows with Bootstrap styling.
"""
context = {"form": self}
table_html = render_to_string("common_form.html", context)
return table_html
class EmployeeKeyResultForm(BaseForm):
"""
A form to create or update instances of the EmployeeKeyResult, model.
"""
key_result_id = forms.ModelChoiceField(
queryset=KeyResult.objects.all().exclude(archive=True),
label=_("Key result"),
widget=forms.Select(
attrs={
"class": "oh-select oh-select-2 select2-hidden-accessible",
"onchange": "keyResultChange($(this))",
}
),
)
class Meta:
"""
A nested class that specifies the model,fields and style of fields for the form.
"""
model = EmployeeKeyResult
fields = [
"employee_objective_id",
"key_result_id",
"start_value",
"current_value",
"target_value",
"start_date",
"end_date",
]
widgets = {
"employee_objective_id": forms.HiddenInput(),
}
def as_p(self):
"""
Render the form fields as HTML table rows with Bootstrap styling.
"""
context = {"form": self}
table_html = render_to_string("common_form.html", context)
return table_html
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
request = getattr(horilla_middlewares._thread_locals, "request", None)
self.fields["start_date"].widget.attrs.update({"onchange": "startDateChange()"})
if self.initial.get("employee_objective_id"):
if (
type(self.initial.get("employee_objective_id")) == int
or type(self.initial.get("employee_objective_id")) == str
):
self.verbose_name = EmployeeObjective.objects.get(
id=int(self.initial.get("employee_objective_id"))
).employee_id
else:
self.verbose_name = self.initial.get(
"employee_objective_id"
).employee_id
if request.user.has_perm("pms.add_keyresult") or is_reportingmanager(request):
self.fields["key_result_id"].choices = list(
self.fields["key_result_id"].choices
)
self.fields["key_result_id"].choices.append(
("create_new_key_result", "Create new Key result")
)
class KRForm(HorillaModelForm):
"""
A form used for creating KeyResult object
"""
class Meta:
"""
A nested class that specifies the model,fields and exclude fields for the form.
"""
model = KeyResult
fields = [
"title",
"description",
"progress_type",
"target_value",
"duration",
"company_id",
"archive",
]
exclude = [
"history",
"objects",
]
def as_p(self):
"""
Render the form fields as HTML table rows with Bootstrap styling.
"""
context = {"form": self}
table_html = render_to_string("common_form.html", context)
return table_html
def clean(self):
cleaned_data = super().clean()
duration = cleaned_data.get("duration")
target_value = cleaned_data.get("target_value")
progress_type = cleaned_data.get("progress_type")
if duration is None or duration == "":
raise ValidationError({"duration": "This field is required"})
if target_value is None or target_value == "":
raise ValidationError({"target_value": "This field is required"})
if duration <= 0:
raise ValidationError(
{"duration": "Duration cannot be less than or equal to zero"}
)
if target_value <= 0:
raise ValidationError(
{"target_value": "Duration cannot be less than or equal to zero"}
)
if progress_type == "%" and target_value > 100:
raise ValidationError(
{
"target_value": 'Target value cannot be greater than hundred for progress type "percentage"'
}
)
class KeyResultForm(ModelForm):
"""
A form used for creating and updating EmployeeKeyResult objects.
Includes fields for title, description, current value, target value,
start date, end date, progress type, and the associated period and employee.
Excludes fields for status, progress_boolean, progress_integer,
employee_objective_id, and start value.
"""
period = forms.ModelChoiceField(
queryset=Period.objects.all(),
empty_label="",
widget=forms.Select(attrs={"style": "width:100%; display:none;"}),
required=False,
)
class Meta:
"""
A nested class that specifies the model,fields and exclude fields for the form.
"""
model = EmployeeKeyResult
fields = "__all__"
exclude = [
"status",
"progress_boolean",
"progress_integer",
"employee_objective_id",
"start_value",
]
widgets = {
"key_result": forms.TextInput(
attrs={
"placeholder": _("Enter a title"),
"class": "oh-input w-100",
"required": True,
}
),
"key_result_description": forms.Textarea(
attrs={
"placeholder": _("Enter a description"),
"class": "oh-input oh-input--textarea w-100",
"required": True,
"rows": 3,
"cols": 40,
}
),
"employee_id": forms.Select(
attrs={
"class": "oh-select oh-select-2 select2-hidden-accessible",
"style": "display:none;",
}
),
"current_value": forms.NumberInput(
attrs={"class": "oh-input w-100", "required": True}
),
"target_value": forms.NumberInput(
attrs={"class": "oh-input w-100", "required": True}
),
"progress_type": forms.Select(
attrs={
"class": "oh-select oh-select--lg oh-select-no-search w-100",
"required": True,
}
),
}
def __init__(self, *args, **kwargs):
instance = kwargs.get("instance")
if instance:
kwargs["initial"] = set_date_field_initial(instance)
employee = kwargs.pop(
"employee", None
) # access the logged-in user's information
super().__init__(*args, **kwargs)
reload_queryset(self.fields)
employees = Employee.objects.filter(
is_active=True, employee_work_info__reporting_manager_id=employee
)
if employee and employees:
# manager level access
self.fields["employee_id"].queryset = employees
# Set unique IDs for employee_id fields to prevent conflicts with other forms on the same page
self.fields["employee_id"].widget.attrs.update({"id": str(uuid.uuid4())})
def clean_value(self, value_type):
"""
Validate the 'current_value' and 'target_value' field of model EmployeeKeyResult.
"""
value = self.cleaned_data.get(value_type)
other_value = self.cleaned_data.get(
"current_value" if value_type == "target_value" else "target_value"
)
if (
value is not None
and other_value is not None
and value_type == "current_value"
and value > other_value
):
raise forms.ValidationError(
"Current value cannot be greater than target value"
)
elif (
value is not None
and other_value is not None
and value_type == "target_value"
and value < other_value
):
raise forms.ValidationError(
"Target value cannot be less than current value"
)
return value
def clean(self):
cleaned_data = super().clean()
employee_objective_id = self.initial.get("employee_objective_id")
start_date = cleaned_data.get("start_date")
end_date = cleaned_data.get("end_date")
target_value = cleaned_data.get("target_value")
current_value = cleaned_data.get("current_value")
validate_date(start_date, end_date)
# date comparing with objective start and end date
if employee_objective_id and start_date and end_date:
if start_date < employee_objective_id.start_date:
raise ValidationError("Start date should be after Objective start date")
if end_date > employee_objective_id.end_date:
raise ValidationError("End date should be below Objective end date")
else:
raise forms.ValidationError("Employee Objective not found")
# target value and current value comparison
if target_value <= 0:
raise ValidationError("Target value should be greater than zero")
if current_value > target_value:
raise forms.ValidationError(
"Current value cannot be greater than target value"
)
return cleaned_data
class FeedbackForm(HorillaModelForm):
"""
FeedbackForm for better performance.
"""
period = forms.ModelChoiceField(
queryset=Period.objects.none(),
label=_("Period"),
empty_label="",
widget=forms.Select(attrs={"class": "oh-select--period-change"}),
required=False,
)
class Meta:
model = Feedback
fields = "__all__"
exclude = ["status", "archive", "is_active"]
widgets = {
"review_cycle": forms.TextInput(
attrs={"placeholder": _("Enter a title"), "class": "oh-input w-100"}
),
"cyclic_feedback": forms.CheckboxInput(
attrs={
"class": "oh-switch__checkbox",
"onchange": "changeCyclicFeedback(this)",
}
),
}
def __init__(self, *args, **kwargs):
"""
Initializes the form and queryset filtering.
"""
request = getattr(horilla_middlewares._thread_locals, "request", None)
super().__init__(*args, **kwargs)
user = request.user if request else None
user_perms = user.get_all_permissions() if user else set()
self.fields["period"].queryset = Period.objects.all()
self.fields["period"].widget.attrs.update({"class": "w-100"})
if user and ("pms.add_period" in user_perms or is_reportingmanager(request)):
self.fields["period"].choices = [
*self.fields["period"].choices,
("create_new_period", "Create new period"),
]
employee_queryset = Employee.objects.none()
if user and ("pms.add_feedback" in user_perms or is_reportingmanager(request)):
employee_queryset = filtersubordinatesemployeemodel(
request,
Employee.objects.all(),
perm="pms.add_feedback",
)
self.fields["employee_id"].queryset = (
employee_queryset | Employee.objects.filter(employee_user_id=request.user)
)
self.fields["employee_id"].widget.attrs["onchange"] = "get_collegues($(this))"
reload_queryset(self.fields)
if self.instance and self.instance.pk:
employee = self.instance.employee_id
reporting_manager = (
getattr(employee.employee_work_info, "reporting_manager_id", None)
if employee
and hasattr(employee, "employee_work_info")
and employee.employee_work_info
else None
)
subordinates = Employee.objects.filter(
is_active=True, employee_work_info__reporting_manager_id=employee
)
department = employee.get_department()
exclude_ids = [employee.id]
if reporting_manager:
exclude_ids.append(reporting_manager.id)
colleagues = Employee.objects.filter(
is_active=True, employee_work_info__department_id=department
).exclude(id__in=exclude_ids)
self.fields["colleague_id"].queryset = colleagues
self.fields["subordinate_id"].queryset = subordinates
self.fields["manager_id"].queryset = (
Employee.objects.filter(id=reporting_manager.id)
if reporting_manager
else Employee.objects.none()
)
# # Horilla multi-select filter for subordinates
# self.fields["subordinate_id"] = HorillaMultiSelectField(
# queryset=Employee.objects.all(),
# widget=HorillaMultiSelectWidget(
# filter_route_name="employee-widget-filter",
# filter_class=EmployeeFilter,
# filter_instance_contex_name="f",
# filter_template_path="employee_filters.html",
# instance=self.instance,
# required=False,
# ),
# label=_("Subordinates"),
# )
def clean(self):
"""
Cleans and validates the feedback form data.
Ensures that the start date is before the end date and validates the start date.
"""
super().clean()
self.errors.pop("subordinate_id", None)
cleaned_data = super().clean()
start_date = cleaned_data.get("start_date")
end_date = cleaned_data.get("end_date")
if "employee_key_results_id" in self.errors:
del self.errors["employee_key_results_id"]
self.instance
validate_date(start_date, end_date)
return cleaned_data
class QuestionTemplateForm(ModelForm):
"""
Form for creating or updating a question template instance
"""
question_template = forms.CharField(
widget=forms.TextInput(
attrs={
"class": "oh-input oh-input--small oh-input--res-height w-100",
"placeholder": _("For Developer"),
}
)
)
class Meta:
"""
A nested class that specifies the model and fields for the form.
"""
model = QuestionTemplate
fields = "__all__"
exclude = ["is_active"]
def __init__(self, *args, **kwargs) -> None:
super().__init__(*args, **kwargs)
reload_queryset(self.fields)
self.fields["company_id"].required = True
self.fields["company_id"].widget.attrs.update(
{
"class": "oh-select oh-select-2 w-100",
}
)
def as_p(self):
"""
Render the form fields as HTML table rows with Bootstrap styling.
"""
context = {"form": self}
table_html = render_to_string("common_form.html", context)
return table_html
class QuestionForm(ModelForm):
"""
Form for creating or updating a question instance
"""
question = forms.CharField(
widget=forms.TextInput(
attrs={
"class": "oh-input oh-input--small oh-input--res-height w-100",
"placeholder": _("Enter question"),
}
),
required=True,
)
options = forms.ModelChoiceField(
queryset=QuestionOptions.objects.all(), required=False
)
option_a = forms.CharField(
widget=forms.TextInput(
attrs={"class": "oh-input oh-input--res-height w-100", "type": "text"}
),
max_length=240,
required=False,
)
option_b = forms.CharField(
widget=forms.TextInput(
attrs={"class": "oh-input oh-input--res-height w-100", "type": "text"}
),
max_length=240,
required=False,
)
option_c = forms.CharField(
widget=forms.TextInput(
attrs={"class": "oh-input oh-input--res-height w-100", "type": "text"}
),
max_length=240,
required=False,
)
option_d = forms.CharField(
widget=forms.TextInput(
attrs={"class": "oh-input oh-input--res-height w-100", "type": "text"}
),
max_length=240,
required=False,
)
class Meta:
"""
A nested class that specifies the model,exclude fields and style of fields for the form.
"""
model = Question
exclude = ["question_option_id", "template_id", "is_active"]
# widgets = {
# "question_type": forms.Select(
# attrs={
# "class": "oh-select oh-select--sm oh-select-no-search oh-select--qa-change w-100",
# "required": True,
# }
# )
# }
fields = "__all__"
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
reload_queryset(self.fields)
self.fields["question_type"].widget.attrs.update({"id": str(uuid.uuid4())})
if (
self.instance.pk
and self.instance.question_type == "4"
and self.instance.question_options.first()
):
self.fields["option_a"].initial = (
self.instance.question_options.first().option_a
)
self.fields["option_b"].initial = (
self.instance.question_options.first().option_b
)
self.fields["option_c"].initial = (
self.instance.question_options.first().option_c
)
self.fields["option_d"].initial = (
self.instance.question_options.first().option_d
)
class ObjectiveCommentForm(ModelForm):
"""
A form used to add a comment to an employee's objective.
Excludes fields for the employee and employee objective and uses a textarea widget for the comment field.
"""
class Meta:
"""
A nested class that specifies the model,exclude fields and style of fields for the form.
"""
model = Comment
exclude = ["employee_id", "employee_objective_id"]
widgets = {
"comment": forms.Textarea(
attrs={
"class": "oh-input oh-input--small oh-input--textarea",
"rows": "4",
"placeholder": _("Add a comment..."),
}
),
}
def __init__(self, *args, **kwargs) -> None:
super().__init__(*args, **kwargs)
reload_queryset(self.fields)
class PeriodForm(HorillaModelForm):
"""
A form for creating or updating a Period object.
"""
class Meta:
"""
A nested class that specifies the model,fields and style of fields for the form.
"""
model = Period
fields = "__all__"
exclude = ["is_active"]
widgets = {
"period_name": forms.TextInput(
attrs={"placeholder": "Q1.", "class": "oh-input w-100"}
),
}
def __init__(self, *args, **kwargs):
"""
django forms not showing value inside the date, time html element.
so here overriding default forms instance method to set initial value
"""
if instance := kwargs.get("instance"):
kwargs["initial"] = set_date_field_initial(instance)
super().__init__(*args, **kwargs)
reload_queryset(self.fields)
self.fields["company_id"].required = True
self.fields["company_id"].widget.attrs.update(
{
"class": "oh-select oh-select-2 w-100",
}
)
def as_p(self):
"""
Render the form fields as HTML table rows with Bootstrap styling.
"""
context = {"form": self}
table_html = render_to_string("common_form.html", context)
return table_html
def clean(self):
cleaned_data = super().clean()
start_date = cleaned_data.get("start_date")
end_date = cleaned_data.get("end_date")
validate_date(start_date, end_date)
class AnonymousFeedbackForm(BaseForm):
class Meta:
model = AnonymousFeedback
fields = "__all__"
exclude = ["status", "archive"]
class MeetingsForm(BaseForm):
date = forms.DateTimeField(
widget=forms.DateTimeInput(
format="%Y-%m-%dT%H:%M",
attrs={
"class": "oh-input w-100",
"type": "datetime-local",
},
),
input_formats=["%Y-%m-%dT%H:%M"],
)
class Meta:
model = Meetings
fields = "__all__"
exclude = ["response", "is_active"]
def as_p(self):
"""
Render the form fields as HTML table rows with Bootstrap styling.
"""
context = {"form": self}
table_html = render_to_string("horilla_form.html", context)
return table_html
def clean(self):
cleaned_data = super().clean()
answerable_employees = self.data.getlist("answer_employees", [])
employees = Employee.objects.filter(id__in=answerable_employees)
cleaned_data["answer_employees"] = employees
employee_id = self.data.getlist("employee_id", [])
employees = Employee.objects.filter(id__in=employee_id)
cleaned_data["employee_id"] = employees
if isinstance(self.fields["employee_id"], HorillaMultiSelectField):
ids = self.data.getlist("employee_id")
if ids:
self.errors.pop("employee_id", None)
if cleaned_data["answer_employees"] and not cleaned_data["question_template"]:
raise ValidationError(
{
"question_template": _(
"Question template is required when answer employees are choosed"
)
}
)
return cleaned_data
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.fields["employee_id"] = HorillaMultiSelectField(
queryset=Employee.objects.filter(employee_work_info__isnull=False),
widget=HorillaMultiSelectWidget(
filter_route_name="employee-widget-filter",
filter_class=EmployeeFilter,
filter_instance_contex_name="f",
filter_template_path="employee_filters.html",
form=self,
instance=self.instance,
),
label=_("Employees"),
)
try:
if self.data.getlist("employee_id"):
employees = Employee.objects.filter(
id__in=self.data.getlist("employee_id")
)
self.fields["answer_employees"].queryset = employees
except:
pass
class BonusPointSettingForm(HorillaModelForm):
"""
BonusPointSetting form
"""
model = forms.ChoiceField(
choices=BonusPointSetting.MODEL_CHOICES,
widget=forms.Select(
attrs={
"onchange": "ModelChange($(this))",
}
),
)
class Meta:
model = BonusPointSetting
fields = "__all__"
def clean(self):
cleaned_data = super().clean()
model = cleaned_data.get("model")
if model in ["pms.models.EmployeeObjective", "pms.models.EmployeeKeyResult"]:
if not cleaned_data.get("applicable_for") == "owner":
raise ValidationError(
_(
f"Model Doesn't have this {cleaned_data.get('applicable_for')} field"
)
)
if not cleaned_data["bonus_for"] == "Closed":
raise ValidationError(
_(f"This 'Bonus for' is not in the Model's status")
)
if model in ["project.models.Task", "project.models.Project"]:
if cleaned_data.get("applicable_for") == "owner":
raise ValidationError(
_(
f"Model Doesn't have this {cleaned_data.get('applicable_for')} field"
)
)
if cleaned_data["points"] <= 0:
raise ValidationError(_("Bonus point must be greater than zero"))
return cleaned_data
class EmployeeBonusPointForm(HorillaModelForm):
"""
EmployeeBonusPoint form
"""
class Meta:
model = EmployeeBonusPoint
fields = "__all__"
exclude = ["bonus_point_id", "instance", "is_active"]
def __init__(self, *args, **kwargs):
request = getattr(horilla_middlewares._thread_locals, "request", None)
super().__init__(*args, **kwargs)
if request.GET.get("employee_id"):
employee = Employee.objects.filter(id=request.GET["employee_id"])
if employee:
self.fields["employee_id"].queryset = employee
self.initial["employee_id"] = employee.first()
def clean(self):
cleaned_data = super().clean()
bonus_point = cleaned_data.get("bonus_point")
if bonus_point <= 0:
raise forms.ValidationError(
{"bonus_point": _("Point should be greater than zero.")}
)
return cleaned_data
class EmployeeFeedbackForm(HorillaModelForm):
cols = {"others_id": 12}
class Meta:
model = Feedback
fields = ["others_id"]
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.fields["others_id"] = HorillaMultiSelectField(
queryset=Employee.objects.filter(employee_work_info__isnull=False),
widget=HorillaMultiSelectWidget(
filter_route_name="employee-widget-filter",
filter_class=EmployeeFilter,
filter_instance_contex_name="f",
filter_template_path="employee_filters.html",
form=self,
instance=self.instance,
),
label=_("Employees"),
)
def clean(self):
cleaned_data = super().clean()
if isinstance(self.fields["others_id"], HorillaMultiSelectField):
self.errors.pop("others_id", None)
employee_data = self.fields["others_id"].queryset.filter(
id__in=self.data.getlist("others_id")
)
cleaned_data["others_id"] = employee_data
return cleaned_data
class BulkFeedbackForm(HorillaModelForm):
"""Form for creating feedback in bulk"""
title = forms.CharField(required=True, label=_("Title"))
employee_ids = forms.ModelMultipleChoiceField(
queryset=Employee.objects.filter(is_active=True), required=True
)
other_employees = forms.ModelMultipleChoiceField(
queryset=Employee.objects.filter(is_active=True),
required=False,
label=_("Other employees"),
help_text=_("Employees need to sent feedback request."),
)
include_manager = forms.BooleanField(
initial=True,
required=False,
)
include_subordinates = forms.BooleanField(
initial=True, required=False, label=_("Include all subordinates")
)
include_colleagues = forms.BooleanField(
initial=True, required=False, label=_("Include all colleagues")
)
include_keyresult = forms.BooleanField(
initial=True,
required=False,
label=_("Include all keyresults"),
help_text=_("Include all keyresults assigned to the employee."),
)
period = forms.ModelChoiceField(
queryset=Period.objects.all(),
label=_("Period"),
required=False,
widget=forms.Select(
attrs={
"onchange": "periodChange($(this))",
}
),
)
class Meta:
model = Feedback
fields = [
"title",
"employee_ids",
"status",
"other_employees",
"include_manager",
"include_subordinates",
"include_colleagues",
"include_keyresult",
"question_template_id",
"cyclic_feedback",
"cyclic_feedback_period",
"cyclic_feedback_days_count",
"period",
"start_date",
"end_date",
]
widgets = {
"start_date": forms.DateInput(
attrs={"type": "date", "class": "oh-input w-100"}
),
"end_date": forms.DateInput(
attrs={"type": "date", "class": "oh-input w-100"}
),
}
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.fields["employee_ids"] = HorillaMultiSelectField(
queryset=Employee.objects.filter(employee_work_info__isnull=False),
widget=HorillaMultiSelectWidget(
filter_route_name="employee-widget-filter",
filter_class=EmployeeFilter,
filter_instance_contex_name="f",
filter_template_path="employee_filters.html",
form=self,
instance=self.instance,
required=True,
),
label=_("Employees"),
)
self.fields["status"].initial = "Not Started"
self.fields["cyclic_feedback"].widget.attrs["onchange"] = "cyclicFeedback()"
self.fields["title"].widget.attrs["autocomplete"] = "off"
def clean(self):
cleaned_data = super().clean()
if isinstance(self.fields["employee_ids"], HorillaMultiSelectField):
self.errors.pop("employee_ids", None)
employee_data = self.fields["employee_ids"].queryset.filter(
id__in=self.data.getlist("employee_ids")
)
cleaned_data["employee_ids"] = employee_data
return cleaned_data