PyPI - odoo-addon-hr-appraisal-oca - Versions diffs - 16.0.1.0.0.3__py3-none-any.whl - Mend

odoo-addon-hr-appraisal-oca 16.0.1.0.0.3__py3-none-any.whl

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odoo/addons/hr_appraisal_oca/static/description/index.html ADDED Viewed

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+<body>
+<div class="document">
+<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
+<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
+</a>
+<div class="section" id="appraisal-oca">
+<h1>Appraisal Oca</h1>
+<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! This file is generated by oca-gen-addon-readme !!
+!! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! source digest: sha256:d1946002660b919f664e9679611e20cec90d54dcf506f5ee30a69d6bb3ac031d
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/hr/tree/16.0/hr_appraisal_oca"><img alt="OCA/hr" src="https://img.shields.io/badge/github-OCA%2Fhr-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/hr-16-0/hr-16-0-hr_appraisal_oca"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/hr&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p>This module helps maintain the employee motivation process through
+periodic performance appraisals.</p>
+<p>Managers can evaluate employee performance and enable employees to
+perform self-assessments. Review forms can be customized according to
+organizational needs.</p>
+<p><strong>Table of contents</strong></p>
+<div class="contents local topic" id="contents">
+<ul class="simple">
+<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="usage">
+<h2><a class="toc-backref" href="#toc-entry-1">Usage</a></h2>
+<p>To create a new appraisal for an employee, first navigate to the main
+Appraisals dashboard by opening the Appraisals app. The Appraisals
+dashboard is the default view.</p>
+<p>All appraisals are displayed on the dashboard in a default Kanban view.
+To view the details of any appraisal, click on the card to open the
+appraisal form.</p>
+<p>1. Create an appraisal: To create a new appraisal, click the New button
+in the upper-left corner of the Appraisals dashboard. Doing so reveals a
+blank appraisal form. After entering a name in the first blank field,
+proceed to enter the following information on the form: * Employee:
+Select the employee for whom you are creating the appraisal. *
+Managers: Select the managers who will be involved in the appraisal
+process. * Date Close: Select the date when the appraisal is expected
+to be completed. * Appraisal Template: Select the template that will be
+used for this appraisal. * Appraisal Tags: Add any relevant tags to
+categorize the appraisal.</p>
+<p>Once the form is complete, click the Confirm button to confirm the
+appraisal request.</p>
+<p>Once confirmed, the employee receives an email stating that an appraisal
+was requested, and is then prompted to schedule an appraisal date. The
+next steps require the employee to fill out the self-assessment, after
+which the manager completes their assessment.</p>
+<p>The status changes to Confirmed, and the Employee’s Feedback section of
+the Appraisal tab is grayed out. The information in that section only
+appears after the self-assessment is published by the employee.</p>
+<p>If there are any existing appraisals for the employee, an Appraisal
+smart button appears at the top of the page, listing the total number of
+appraisals there are for the employee.</p>
+<p>2. Employee’s feedback To complete their portion of feedback, employees
+should navigate to the main Appraisals application dashboard, where the
+only entries visible are appraisals for the employee, themselves, and/or
+anyone they manage and have to provide manager feedback for.</p>
+<p>Click on the appraisal to open the appraisal form. Enter responses in
+the Employee’s Feedback section, under the Appraisal tab.</p>
+<p>When completed, click the Not Visible to Manager toggle (the default
+setting once an appraisal is confirmed). When clicked, the toggle
+changes to Visible to Manager.</p>
+<p>3. Manager’s feedback After the employee has completed the Employee’s
+Feedback section, under the Appraisal tab, it is time for the manager to
+fill out the Manager’s Feedback section.</p>
+<p>The manager enters their responses in the fields in the same manner as
+the employee.</p>
+<p>When the feedback section is completed, click the Not Visible to
+Employee toggle (the default setting once an appraisal is confirmed).
+When clicked, the toggle changes to Visible to Employee.</p>
+<p>4. Private Note tab If managers want to leave notes that are only
+visible to other managers, they can be entered in the Private Note tab.
+This can be done before or after meeting with the employee to discuss
+the appraisal.</p>
+<p>The employee being evaluated does not have access to this tab, and the
+tab does not appear on their appraisal.</p>
+<p>5. Complete an appraisal After the appraisal is complete, and both the
+manager and employee have met to discuss the appraisal, the appraisal
+can be marked as Done. When completed, click the Mark as Done button on
+the appraisal form, located in the top-left corner.</p>
+<p>Once the appraisal is marked as Done, the Mark as Done button
+disappears, and a Reopen button appears.</p>
+<p>6. Permissions and User Types To manage access permissions to the
+Appraisals app, go to Settings &gt; Users &amp; Companies &gt; Users and select
+the desired user. In the Access tab, you will find the Appraisal
+Permissions section. The following user types are available:</p>
+<ul class="simple">
+<li>User: Can access their own appraisals and complete evaluations of
+their direct and indirect reporting employees.</li>
+<li>Human resources officer: Has full access to all appraisals and
+settings, and can manage templates, tags, permissions, and all
+records.</li>
+</ul>
+<p>Make sure to assign the appropriate access type based on the user’s role
+in the organization. Permissions determine what actions each user can
+perform within the Appraisals module.</p>
+<p>7. Archive and Restore Appraisals To archive an appraisal, open the
+record and select Archive from the Action menu. Archived appraisals are
+hidden from the main views.</p>
+<p>To view archived appraisals, use the Archived filter in the search bar.</p>
+<p>To restore an appraisal, open it (with the Archived filter active) and
+click Restore.</p>
+<p>Archiving does not delete the record; you can archive or restore
+appraisals at any time.</p>
+<ul class="simple">
+<li>Tip</li>
+</ul>
+<p>Modifications are not possible once the appraisal is marked as done.</p>
+<p>To make any changes to an appraisal that is marked as Done, click the
+Reopen button.</p>
+<p>Then, click the Confirm button that appears, and make any modifications
+needed. Once all modifications are complete, click the Mark as Done
+button again.</p>
+</div>
+<div class="section" id="bug-tracker">
+<h2><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h2>
+<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/hr/issues">GitHub Issues</a>.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+<a class="reference external" href="https://github.com/OCA/hr/issues/new?body=module:%20hr_appraisal_oca%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+<p>Do not contact contributors directly about support or help with technical issues.</p>
+</div>
+<div class="section" id="credits">
+<h2><a class="toc-backref" href="#toc-entry-3">Credits</a></h2>
+<div class="section" id="authors">
+<h3><a class="toc-backref" href="#toc-entry-4">Authors</a></h3>
+<ul class="simple">
+<li>Fundación Esment</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h3><a class="toc-backref" href="#toc-entry-5">Contributors</a></h3>
+<ul class="simple">
+<li><a class="reference external" href="https://esment.org/">Fundación Esment</a>:<ul>
+<li>Estefanía Bauzá</li>
+</ul>
+</li>
+<li><a class="reference external" href="https://www.tecnativa.com/">Tecnativa</a>:<ul>
+<li>Pedro M. Baeza</li>
+<li>Christian Ramos</li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="maintainers">
+<h3><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h3>
+<p>This module is maintained by the OCA.</p>
+<a class="reference external image-reference" href="https://odoo-community.org">
+<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
+</a>
+<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.</p>
+<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
+<p><a class="reference external image-reference" href="https://github.com/ebauza"><img alt="ebauza" src="https://github.com/ebauza.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a></p>
+<p>This module is part of the <a class="reference external" href="https://github.com/OCA/hr/tree/16.0/hr_appraisal_oca">OCA/hr</a> project on GitHub.</p>
+<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
+</div>
+</div>
+</div>
+</div>
+</body>
+</html>

odoo/addons/hr_appraisal_oca/tests/__init__.py ADDED Viewed

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1	+ from . import test_hr_appraisal

odoo/addons/hr_appraisal_oca/tests/test_hr_appraisal.py ADDED Viewed

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+# Copyright 2025 Fundación Esment - Estefanía Bauzá Illán
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from markupsafe import Markup
+from odoo.tests import new_test_user
+from odoo.addons.base.tests.common import BaseCommon
+class TestHrAppraisalEmployee(BaseCommon):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Employee = cls.env["hr.employee"]
+        cls.User = cls.env["res.users"]
+        cls.Template = cls.env["hr.appraisal.template"]
+        cls.Tag = cls.env["hr.appraisal.tag"]
+        cls.Appraisal = cls.env["hr.appraisal"]
+        cls.user_manager = new_test_user(
+            cls.env,
+            login="manager@example.com",
+            email="manager@example.com",
+        )
+        cls.employee_user = cls.User.create(
+            {
+                "name": "Employee User",
+                "login": "employee@example.com",
+                "email": "employee@example.com",
+            }
+        )
+        cls.department_1 = cls.env["hr.department"].create({"name": "Department 1"})
+        cls.manager = cls.Employee.create(
+            {
+                "name": "Manager",
+                "user_id": cls.user_manager.id,
+                "work_email": "manager@example.com",
+                "department_id": cls.department_1.id,
+            }
+        )
+        cls.employee = cls.Employee.create(
+            {
+                "name": "Employee",
+                "user_id": cls.employee_user.id,
+                "parent_id": cls.manager.id,
+                "work_email": "employee@example.com",
+                "department_id": cls.department_1.id,
+            }
+        )
+        cls.template = cls.Template.create(
+            {
+                "description": "Default Template",
+                "appraisal_employee_feedback_template": "<p>Feedback</p>",
+                "appraisal_manager_feedback_template": "<p>Manager Feedback</p>",
+            }
+        )
+        cls.env["ir.config_parameter"].sudo().set_param(
+            "hr_appraisal_oca.default_appraisal_template_id", cls.template.id
+        )
+        cls.tag = cls.Tag.create(
+            {
+                "name": "Performance",
+                "color": 1,
+            }
+        )
+        cls.appraisal = cls.Appraisal.create(
+            {
+                "employee_id": cls.employee.id,
+                "manager_ids": [(6, 0, [cls.manager.id])],
+                "date_close": "2025-12-31",
+                "state": "1_new",
+                "tag_ids": [(6, 0, [cls.tag.id])],
+            }
+        )
+    def test_appraisal_creation(self):
+        self.assertEqual(self.appraisal.state, "1_new")
+        self.assertEqual(self.appraisal.employee_id, self.employee)
+        self.assertIn(self.manager, self.appraisal.manager_ids)
+        self.assertEqual(self.appraisal.appraisal_template_id, self.template)
+        self.assertIn(self.tag, self.appraisal.tag_ids)
+    def test_action_confirm(self):
+        appraisal = self.appraisal.with_user(self.user_manager)
+        appraisal.action_confirm()
+        self.assertEqual(appraisal.state, "2_pending")
+        self.assertFalse(appraisal.employee_feedback_published)
+        self.assertFalse(appraisal.manager_feedback_published)
+        self.assertEqual(len(appraisal.activity_ids), 2)
+    def test_action_done(self):
+        appraisal = self.appraisal.with_user(self.user_manager)
+        appraisal.action_confirm()
+        appraisal.action_done()
+        self.assertEqual(appraisal.state, "3_done")
+        self.assertTrue(appraisal.employee_feedback_published)
+        self.assertTrue(appraisal.manager_feedback_published)
+    def test_publish_employee_feedback_toggle(self):
+        appraisal = self.appraisal.with_user(self.user_manager)
+        published = appraisal.employee_feedback_published
+        appraisal.action_publish_employee_feedback()
+        self.assertNotEqual(appraisal.employee_feedback_published, published)
+    def test_publish_manager_feedback_toggle(self):
+        appraisal = self.appraisal.with_user(self.user_manager)
+        published = appraisal.manager_feedback_published
+        appraisal.action_publish_manager_feedback()
+        self.assertNotEqual(appraisal.manager_feedback_published, published)
+    def test_default_template_assigned(self):
+        self.assertEqual(self.appraisal.appraisal_template_id, self.template)
+        self.assertEqual(
+            self.appraisal.employee_feedback,
+            Markup(self.template.appraisal_employee_feedback_template),
+        )
+        self.assertEqual(
+            self.appraisal.manager_feedback,
+            Markup(self.template.appraisal_manager_feedback_template),
+        )