shutro-erp 0.3.5 → 0.3.7

package/dist/hr/index.js

@@ -4,7 +4,8 @@
  * contracts, and leave — working days by the company's week, the year's balance enforced, no overlaps, decided by
  * the line manager or HR, never by the person asking. Personal details and wages for HR managers only.
  *
- * - `POST /api/v1/workforce/leaves/:id/decide`   `{ decision: 'approve' | 'refuse' }`: HR, or the requester's manager
+ * - `POST /api/v1/workforce/leaves/:id/decide`   `{ decision: 'approve' | 'refuse' }`: HR, or the requester's leave
+ *   approver (else their manager)
  * - `GET  /api/v1/workforce/balance?employee=&year=`   per leave type: days allowed, taken, waiting and left
  */
 import { contacts } from '../contacts/index.js';
@@ -14,8 +15,8 @@ import { reporting } from '../reporting/index.js';
 import { audit, HttpProblem } from '../server/index.js';
 import { action, calendar, form, hierarchy, kanban, list, search } from '../views/index.js';
 import { hrDemo } from './demo.js';
-import { HrContract, HrDepartment, HrEmployee, HrJob, HrLeave, HrLeaveType, hrShutro, } from './module.js';
-export { HrContract, HrDepartment, HrEmployee, HrJob, HrLeave, HrLeaveType, hrShutro, WEEKENDS, workingDays, } from './module.js';
+import { HrContract, HrContractType, HrDepartment, HrEmployee, HrEmployeeTag, HrJob, HrLeave, HrLeaveType, hrShutro, } from './module.js';
+export { HrContract, HrContractType, HrDepartment, HrEmployee, HrEmployeeTag, HrJob, HrLeave, HrLeaveType, hrShutro, WEEKENDS, weekendOf, workingDays, } from './module.js';
 const ref = (env, model) => env.model(model);
 const rows = async (set, keys) => set.length === 0 ? [] : (await set.load(keys)).read(['id', ...keys]);
 function registerWorkforceRoutes({ app }) {
@@ -31,15 +32,19 @@ function registerWorkforceRoutes({ app }) {
             ]);
             if (leave === undefined)
                 throw new HttpProblem(404, 'missing-record', 'Not found', `There is no leave ${id}.`);
-            const [employee] = await rows(await ref(su, 'hr.employee').search({ where: { id: leave['employee'] } }), ['user', 'manager']);
+            const [employee] = await rows(await ref(su, 'hr.employee').search({ where: { id: leave['employee'] } }), ['user', 'manager', 'leaveApprover']);
             const [manager] = typeof employee?.['manager'] === 'number'
                 ? await rows(await ref(su, 'hr.employee').search({ where: { id: employee['manager'] } }), ['user'])
                 : [];
             if (employee?.['user'] === env.uid)
                 throw new HttpProblem(403, 'own-request', 'Your own request', 'Someone else decides your leave.');
             const hr = env.administrator || env.access.has('hr.leave_decide');
-            if (!hr && manager?.['user'] !== env.uid)
-                throw new HttpProblem(403, 'access', 'Leave decisions', 'The person’s manager or an HR manager decides this leave.');
+            // The employee's leave approver when they have one (RFC 0032 §3.2), else their manager.
+            const approver = typeof employee?.['leaveApprover'] === 'number'
+                ? employee['leaveApprover']
+                : manager?.['user'];
+            if (!hr && approver !== env.uid)
+                throw new HttpProblem(403, 'access', 'Leave decisions', 'The person’s leave approver (else their manager) or an HR manager decides this leave.');
             if (leave['state'] !== 'submitted')
                 throw new HttpProblem(409, 'not-waiting', 'Not waiting', 'Only a waiting request is decided.');
             const target = ref(su, 'hr.leave').browse([id]);
@@ -116,6 +121,80 @@ export const hr = defineModule({
         category: 'People',
         summary: 'Employees, the org chart, contracts and leave',
     },
+    importTemplates: [
+        {
+            key: 'hr_contract_type',
+            model: 'hr.contract.type',
+            label: 'Employment types',
+            columns: [
+                { header: 'Name', field: 'name' },
+                { header: 'Code', field: 'code' },
+                { header: 'Country', field: 'country' },
+            ],
+        },
+        {
+            key: 'hr_employee_tag',
+            model: 'hr.employee.tag',
+            label: 'Employee tags',
+            columns: [{ header: 'Name', field: 'name' }],
+        },
+        {
+            key: 'hr_department',
+            model: 'hr.department',
+            label: 'Department',
+            columns: [
+                { header: 'Name', field: 'name' },
+                { header: 'Part of', field: 'parent' },
+                { header: 'Head', field: 'head' },
+            ],
+        },
+        {
+            key: 'hr_job',
+            model: 'hr.job',
+            label: 'Position',
+            columns: [
+                { header: 'Name', field: 'name' },
+                { header: 'Department', field: 'department' },
+            ],
+        },
+        {
+            key: 'hr_employee',
+            model: 'hr.employee',
+            label: 'Employee',
+            columns: [
+                { header: 'Name', field: 'name' },
+                { header: 'User', field: 'user' },
+                { header: 'Department', field: 'department' },
+                { header: 'Position', field: 'job' },
+                { header: 'Manager', field: 'manager' },
+                { header: 'Job title', field: 'jobTitle' },
+                { header: 'Unit head', field: 'unitHead' },
+                { header: 'Coach', field: 'coach' },
+                { header: 'Property', field: 'property' },
+                { header: 'Work mobile', field: 'mobile' },
+                { header: 'Expense approver', field: 'expenseApprover' },
+                { header: 'Leave approver', field: 'leaveApprover' },
+                { header: 'Work email', field: 'workEmail' },
+                { header: 'Work phone', field: 'workPhone' },
+                { header: 'Joined', field: 'hireDate' },
+                { header: 'Birthday', field: 'birthday' },
+                { header: 'National ID', field: 'nationalId' },
+                { header: 'Home address', field: 'privateAddress' },
+                { header: 'Emergency contact', field: 'emergencyContact' },
+            ],
+        },
+        {
+            key: 'hr_leave_type',
+            model: 'hr.leave.type',
+            label: 'Leave type',
+            columns: [
+                { header: 'Name', field: 'name' },
+                { header: 'Days per year', field: 'daysPerYear' },
+            ],
+        },
+    ],
+    // Bangla for the labels it serves (RFC 0023 §3.1; `pnpm i18n:extract`).
+    i18n: { bn: () => import('./i18n/bn.js') },
     accessLevels: {
         user: { label: 'Employee (directory, own leave, team’s leave)', groups: ['hr.user'] },
         manager: {
@@ -252,6 +331,14 @@ export const hr = defineModule({
             label: 'Leave types',
             views: ['list', 'form'],
         }),
+        'workforce.action_contract_types': action(HrContractType, {
+            label: 'Employment types',
+            views: ['list', 'form'],
+        }),
+        'workforce.action_employee_tags': action(HrEmployeeTag, {
+            label: 'Employee tags',
+            views: ['list', 'form'],
+        }),
     },
     menus: [
         { id: 'workforce.root', label: 'Workforce', app: 'workforce' },
@@ -303,14 +390,31 @@ export const hr = defineModule({
             action: 'workforce.action_leave_types',
             sequence: 3,
         },
+        {
+            id: 'workforce.contract_types',
+            parent: 'workforce.configuration',
+            label: 'Employment types',
+            action: 'workforce.action_contract_types',
+            sequence: 4,
+        },
+        {
+            id: 'workforce.employee_tags',
+            parent: 'workforce.configuration',
+            label: 'Employee tags',
+            action: 'workforce.action_employee_tags',
+            sequence: 5,
+        },
     ],
     views: {
         'hr.employee.list': list(HrEmployee, {
             columns: [
                 'name',
-                'job',
+                'jobTitle',
                 'department',
                 'manager',
+                'unitHead',
+                'property',
+                { field: 'tags', widget: 'tags' },
                 { field: 'workEmail', widget: 'email' },
                 { field: 'workPhone', widget: 'phone' },
             ],
@@ -357,8 +461,24 @@ export const hr = defineModule({
                         action: 'workforce.action_contracts',
                     },
                 ]),
-                k.group('work', ['name', 'job', 'department', 'manager', 'user', 'hireDate']),
-                k.group('contact', ['workEmail', 'workPhone']),
+                k.group('identity', ['name', 'jobTitle', 'user', 'hireDate']),
+                // As Paragon's pg_employee lays it out: how to reach the person and where, beside whom they answer to.
+                k.group('contact', [
+                    { field: 'workEmail', widget: 'email' },
+                    { field: 'workPhone', widget: 'phone' },
+                    { field: 'mobile', widget: 'phone' },
+                    { field: 'tags', widget: 'tags' },
+                    'company',
+                    'property',
+                ]),
+                k.group('work', ['department', 'job', 'manager', 'unitHead', 'coach'], {
+                    label: 'Reports to',
+                }),
+                k.group('approvers', ['expenseApprover', 'leaveApprover'], {
+                    label: 'Approvers',
+                    description: 'Who approves this person’s expenses and leave first.',
+                }),
+                k.group('schedule', ['timezone'], { label: 'Schedule' }),
                 k.group('personal', ['birthday', 'nationalId', 'emergencyContact', 'privateAddress']),
             ],
             chatter: true,
@@ -402,11 +522,27 @@ export const hr = defineModule({
                 ],
             },
             sheet: [
-                k.group('main', ['name', 'employee', 'kind', 'state']),
+                k.group('main', ['name', 'employee', 'employmentType', 'kind', 'state']),
                 k.group('terms', ['dateStart', 'dateEnd', 'wage']),
             ],
             chatter: true,
         })),
+        'hr.contract.type.list': list(HrContractType, {
+            columns: ['name', 'code', 'country'],
+            inlineEdit: ['name', 'code', 'country'],
+        }),
+        'hr.contract.type.form': form(HrContractType, (k) => ({
+            header: { buttons: [] },
+            sheet: [k.group('main', ['name', 'code', 'country', 'sequence'])],
+        })),
+        'hr.employee.tag.list': list(HrEmployeeTag, {
+            columns: ['name', 'color'],
+            inlineEdit: ['name', 'color'],
+        }),
+        'hr.employee.tag.form': form(HrEmployeeTag, (k) => ({
+            header: { buttons: [] },
+            sheet: [k.group('main', ['name', 'color'])],
+        })),
         'hr.leave.type.list': list(HrLeaveType, {
             columns: ['name', 'daysPerYear'],
             inlineEdit: ['name', 'daysPerYear'],
@@ -458,8 +594,16 @@ export const hr = defineModule({
     },
     search: {
         'hr.employee': search(HrEmployee, {
-            fields: ['name', 'workEmail', 'job.name', 'department.name'],
-            groupBy: ['department', 'job', 'manager'],
+            fields: [
+                'name',
+                'jobTitle',
+                'workEmail',
+                'mobile',
+                'property',
+                'job.name',
+                'department.name',
+            ],
+            groupBy: ['department', 'job', 'manager', 'unitHead', 'property'],
         }),
         'hr.leave': search(HrLeave, {
             fields: ['employee.name', 'reason'],
@@ -479,5 +623,7 @@ export const hr = defineModule({
         'hr.department': search(HrDepartment, { fields: ['name'] }),
         'hr.job': search(HrJob, { fields: ['name'], groupBy: ['department'] }),
         'hr.leave.type': search(HrLeaveType, { fields: ['name'] }),
+        'hr.contract.type': search(HrContractType, { fields: ['name', 'code'] }),
+        'hr.employee.tag': search(HrEmployeeTag, { fields: ['name'] }),
     },
 });