wbhuman_resources 2.2.1__py2.py3-none-any.whl

wbhuman_resources/__init__.py

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+__version__ = "1.0.0"

wbhuman_resources/admin/__init__.py

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+from .absence import *
+from .calendars import *
+from .employee import *
+from .kpi import *
+from .review import *

wbhuman_resources/admin/absence.py

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+from io import StringIO
+
+import pandas as pd
+from django.contrib import admin
+from django.shortcuts import redirect, render
+from django.utils.translation import gettext_lazy as _
+from reversion.errors import RevertError
+from wbcore.admin import CsvImportForm, ImportCsvMixin
+
+from ..models.absence import AbsenceRequest, AbsenceRequestPeriods, AbsenceRequestType
+
+
+class CustomImportCsvMixin(ImportCsvMixin):
+    def _import_csv(self, request, _sep=";"):
+        if request.method == "POST":
+            csv_file = request.FILES["csv_file"]
+
+            str_text = ""
+            for line in csv_file:
+                str_text = str_text + line.decode()
+            # Import csv as df
+            df = pd.read_csv(StringIO(str_text), sep=_sep)
+            # Sanitize dataframe
+            df = df.where(pd.notnull(df), None)
+            df = df.drop(df.columns.difference(self.get_import_fields()), axis=1)
+
+            # Overide this function if there is foreign key ids in the dataframe
+            df = self.manipulate_df(df)
+            errors = 0
+            revert_errors = 0
+            nb_added = 0
+            for model in df.to_dict("records"):
+                # by default, process the modela as a create request. Can be override to change the behavior
+                try:
+                    nb_added += self.process_model(model)
+                # https://django-reversion.readthedocs.io/en/stable/common-problems.html
+                except RevertError:
+                    revert_errors += 1
+                except Exception as e:
+                    print(e)  # noqa: T201
+                    errors += 1
+            self.message_user(
+                request,
+                _(
+                    "Your CSV file has been imported : {} imported ({} added, {} updated), {} errors, {} revert errors found due to failure to restore old versions"
+                ).format(
+                    df.shape[0] - errors - revert_errors,
+                    nb_added,
+                    df.shape[0] - errors - revert_errors - nb_added,
+                    errors,
+                    revert_errors,
+                ),
+            )
+            return redirect("..")
+        form = CsvImportForm()
+        payload = {"form": form}
+        return render(request, "wbcore/admin/csv_form.html", payload)
+
+
+@admin.register(AbsenceRequestType)
+class AbsenceRequestTypeAdmin(admin.ModelAdmin):
+    list_display = [
+        "title",
+        "is_vacation",
+        "is_timeoff",
+        "is_extensible",
+        "auto_approve",
+        "days_in_advance",
+    ]
+
+    autocomplete_fields = ["crossborder_countries", "extra_notify_groups"]
+
+
+class AbsenceRequestPeriodsInline(admin.TabularInline):
+    model = AbsenceRequestPeriods
+    ordering = ("timespan__startswith",)
+    extra = 0
+    raw_id_fields = ["balance", "request"]
+
+
+@admin.register(AbsenceRequest)
+class AbsenceRequestAdmin(admin.ModelAdmin):
+    list_display = ["status", "employee", "period", "type", "_total_hours", "_total_vacation_hours"]
+
+    fieldsets = (
+        (
+            "",
+            {
+                "fields": (
+                    ("status", "type"),
+                    ("period", "employee"),
+                    "attachment",
+                )
+            },
+        ),
+        (
+            _("Notes"),
+            {"fields": ("notes", "reason")},
+        ),
+    )
+    inlines = (AbsenceRequestPeriodsInline,)
+    autocomplete_fields = ["employee"]
+    list_filter = ["type__is_vacation"]
+
+    def _total_hours(self, obj):
+        return obj._total_hours
+
+    def _total_vacation_hours(self, obj):
+        return obj._total_vacation_hours
+
+    #
+    # def get_queryset(self, request):
+    #     return super().get_queryset().

wbhuman_resources/admin/calendars.py

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+from django.contrib import admin
+
+from ..models import (
+    DayOff,
+    DayOffCalendar,
+    DefaultDailyPeriod,
+    EmployeeWeeklyOffPeriods,
+)
+
+
+@admin.register(DayOffCalendar)
+class DayOffCalendarModelAdmin(admin.ModelAdmin):
+    pass
+
+
+@admin.register(DayOff)
+class DayOffAdmin(admin.ModelAdmin):
+    list_display = ["date", "title", "count_as_holiday", "calendar"]
+    ordering = ["date"]
+
+
+@admin.register(DefaultDailyPeriod)
+class DefaultDailyPeriodAdmin(admin.ModelAdmin):
+    list_display = ["lower_time", "upper_time", "title", "total_hours"]
+    ordering = ["lower_time"]
+
+
+class EmployeeWeeklyOffPeriodsInLine(admin.TabularInline):
+    model = EmployeeWeeklyOffPeriods
+    fields = [
+        "period",
+        "weekday",
+    ]
+    fk_name = "employee"
+    extra = 0
+    raw_id_fields = ["employee"]
+    ordering = ("weekday", "period__lower_time")

wbhuman_resources/admin/employee.py

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+from django.contrib import admin
+
+from ..models.employee import (
+    BalanceHourlyAllowance,
+    EmployeeHumanResource,
+    EmployeeYearBalance,
+    Position,
+)
+from .calendars import EmployeeWeeklyOffPeriodsInLine
+
+
+class PositionInline(admin.TabularInline):
+    model = Position
+    extra = 0
+
+
+@admin.register(Position)
+class PositionAdmin(admin.ModelAdmin):
+    search_fields = ("name",)
+    list_display = ("name", "height", "manager")
+
+    raw_id_fields = ["groups", "manager"]
+    autocomplete_fields = ["groups", "manager"]
+
+
+class BalanceHourlyAllowanceTabularAdmin(admin.TabularInline):
+    model = BalanceHourlyAllowance
+    fk_name = "balance"
+
+
+@admin.register(EmployeeYearBalance)
+class EmployeeYearBalanceAdmin(admin.ModelAdmin):
+    inlines = [BalanceHourlyAllowanceTabularAdmin]
+
+
+class EmployeeYearBalanceInline(admin.TabularInline):
+    model = EmployeeYearBalance
+    fields = (
+        "year",
+        "balance",
+        "daily_hours",
+        "number_mandatory_days_off",
+        "total_vacation_hourly_usage",
+        "total_vacation_hourly_balance",
+        "balance_in_days",
+        "number_mandatory_days_off_in_days",
+        "total_vacation_hourly_usage_in_days",
+        "total_vacation_hourly_balance_in_days",
+    )
+    readonly_fields = [
+        "balance",
+        "daily_hours",
+        "number_mandatory_days_off",
+        "total_vacation_hourly_usage",
+        "total_vacation_hourly_balance",
+        "balance_in_days",
+        "number_mandatory_days_off_in_days",
+        "total_vacation_hourly_usage_in_days",
+        "total_vacation_hourly_balance_in_days",
+    ]
+    extra = 0
+    ordering = ("-year",)
+    show_change_link = True
+
+    def _number_mandatory_days_off(self, obj):
+        return obj._number_mandatory_days_off
+
+    def _total_vacation_hourly_usage(self, obj):
+        return obj._total_vacation_hourly_usage
+
+    def _total_vacation_hourly_balance(self, obj):
+        return obj._total_vacation_hourly_balance
+
+    def _balance_in_days(self, obj):
+        return obj._balance_in_days
+
+    def _number_mandatory_days_off_in_days(self, obj):
+        return obj._number_mandatory_days_off_in_days
+
+    def _total_vacation_hourly_usage_in_days(self, obj):
+        return obj._total_vacation_hourly_usage_in_days
+
+    def _total_vacation_hourly_balance_in_days(self, obj):
+        return obj._total_vacation_hourly_balance_in_days
+
+
+@admin.register(EmployeeHumanResource)
+class EmployeeHumanResourceAdmin(admin.ModelAdmin):
+    fieldsets = (
+        (
+            "",
+            {
+                "fields": (
+                    "profile",
+                    "is_active",
+                    "extra_days_frequency",
+                    "occupancy_rate",
+                    "contract_type",
+                    "position",
+                    "enrollment_at",
+                    "calendar",
+                )
+            },
+        ),
+    )
+    raw_id_fields = ("profile",)
+    search_fields = ("profile__computed_str",)
+    list_display = ("profile", "contract_type", "position", "calendar")
+    inlines = (EmployeeYearBalanceInline, EmployeeWeeklyOffPeriodsInLine)

wbhuman_resources/admin/kpi.py

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+from django.contrib import admin
+
+from ..models.kpi import KPI, Evaluation
+
+
+@admin.register(Evaluation)
+class KEvaluationAdmin(admin.ModelAdmin):
+    list_display = ["id", "person", "evaluated_score", "evaluation_date", "evaluated_period"]
+
+
+class EvaluationInline(admin.TabularInline):
+    model = Evaluation
+    extra = 0
+    raw_id_fields = ["kpi", "person"]
+
+
+@admin.register(KPI)
+class KPIAdmin(admin.ModelAdmin):
+    list_display = ["name", "period", "goal"]
+    inlines = (EvaluationInline,)
+    raw_id_fields = ["evaluated_persons"]

wbhuman_resources/admin/review.py

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+from io import StringIO
+
+import pandas as pd
+from django.contrib import admin
+from django.shortcuts import redirect, render
+from django.utils.translation import gettext_lazy as _
+from reversion.errors import RevertError
+from wbcore.admin import CsvImportForm, ExportCsvMixin, ImportCsvMixin
+
+from ..models.review import (
+    Review,
+    ReviewAnswer,
+    ReviewGroup,
+    ReviewQuestion,
+    ReviewQuestionCategory,
+)
+
+
+class CustomImportCsvMixin(ImportCsvMixin):
+    def _import_csv(self, request, _sep=";"):
+        if request.method == "POST":
+            csv_file = request.FILES["csv_file"]
+
+            str_text = ""
+            for line in csv_file:
+                str_text = str_text + line.decode()
+            # Import csv as df
+            df = pd.read_csv(StringIO(str_text), sep=_sep)
+            # Sanitize dataframe
+            df = df.where(pd.notnull(df), None)
+            df = df.drop(df.columns.difference(self.get_import_fields()), axis=1)
+
+            # Overide this function if there is foreign key ids in the dataframe
+            df = self.manipulate_df(df)
+            errors = 0
+            revert_errors = 0
+            nb_added = 0
+            for model in df.to_dict("records"):
+                # by default, process the modela as a create request. Can be override to change the behavior
+                try:
+                    nb_added += self.process_model(model)
+                # https://django-reversion.readthedocs.io/en/stable/common-problems.html
+                except RevertError:
+                    revert_errors += 1
+                except Exception as e:
+                    print(e)  # noqa: T201
+                    errors += 1
+            self.message_user(
+                request,
+                _(
+                    "Your CSV file has been imported : {} imported ({} added, {} updated), {} errors, {} revert errors found due to failure to restore old versions"
+                ).format(
+                    df.shape[0] - errors - revert_errors,
+                    nb_added,
+                    df.shape[0] - errors - revert_errors - nb_added,
+                    errors,
+                    revert_errors,
+                ),
+            )
+            return redirect("..")
+        form = CsvImportForm()
+        payload = {"form": form}
+        return render(request, "wbcore/admin/csv_form.html", payload)
+
+
+@admin.register(ReviewGroup)
+class ReviewGroupAdmin(admin.ModelAdmin):
+    list_display = ["name"]
+
+
+@admin.register(Review)
+class ReviewAdmin(admin.ModelAdmin):
+    list_display = [
+        "id",
+        "year",
+        "type",
+        "from_date",
+        "to_date",
+        "review_deadline",
+        "review",
+        "auto_apply_deadline",
+        "status",
+        "reviewee",
+        "reviewer",
+        "moderator",
+        "review_group",
+        "is_template",
+    ]
+
+
+@admin.register(ReviewQuestionCategory)
+class ReviewQuestionCategoryAdmin(ExportCsvMixin, CustomImportCsvMixin, admin.ModelAdmin):
+    list_display = ["name", "order", "weight"]
+
+    def manipulate_df(self, df):
+        return df
+
+    def get_import_fields(self):
+        return ["name", "order", "weight"]
+
+    def process_model(self, model):
+        if category_name := model.get("name"):
+            _, created = self.model.objects.update_or_create(
+                name=category_name,
+                defaults={
+                    "order": model.get("order"),
+                    "weight": model.get("weight"),
+                },
+            )
+            return 1 if created else 0
+        return 0
+
+
+@admin.register(ReviewQuestion)
+class ReviewQuestion(ExportCsvMixin, CustomImportCsvMixin, admin.ModelAdmin):
+    list_display = [
+        "id",
+        "question",
+        "review",
+        "category",
+        "mandatory",
+        "answer_type",
+        "for_reviewee",
+        "for_reviewer",
+        "for_department_peers",
+        "for_company_peers",
+        "order",
+        "weight",
+    ]
+
+    def manipulate_df(self, df):
+        df["review"] = df["review_id"].apply(lambda x: Review.objects.get(id=x))
+        df["category"] = df["category_name"].apply(lambda x: ReviewQuestionCategory.objects.filter(name=x).first())
+        return df
+
+    def get_import_fields(self):
+        return ["review_id", "category_name", "answer_type", "order", "weight", "question"]
+
+    def process_model(self, model):
+        if review := model.get("review"):
+            _, created = self.model.objects.update_or_create(
+                review=review,
+                question=model.get("question"),
+                defaults={
+                    "category": model.get("category"),
+                    "answer_type": model.get("answer_type"),
+                    "order": model.get("order"),
+                    "weight": model.get("weight"),
+                },
+            )
+            return 1 if created else 0
+        return 0
+
+
+@admin.register(ReviewAnswer)
+class ReviewAnswerAdmin(admin.ModelAdmin):
+    list_display = ["question", "answered_by", "answer_number", "answered_anonymized"]

wbhuman_resources/apps.py

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+from django.apps import AppConfig, apps
+from django.db.models.signals import post_migrate
+
+
+class WbhumanResourcesConfig(AppConfig):
+    name = "wbhuman_resources"
+
+    def ready(self) -> None:
+        from wbcore.signals.filters import add_filters
+        from wbhuman_resources.management import initialize_task
+
+        from .filters.signals import add_position_filter
+
+        if apps.is_installed("wbcrm"):
+            from wbcrm.filters import ActivityFilter
+
+            add_filters.connect(add_position_filter, sender=ActivityFilter)
+
+        post_migrate.connect(
+            initialize_task,
+            dispatch_uid="wbhuman_resources.initialize_task",
+        )

wbhuman_resources/dynamic_preferences_registry.py

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+from django.conf import settings
+from django.forms import ValidationError
+from django.utils.translation import gettext as _
+from dynamic_preferences.preferences import Section
+from dynamic_preferences.registries import global_preferences_registry
+from dynamic_preferences.types import (
+    BooleanPreference,
+    IntegerPreference,
+    LongStringPreference,
+    ModelChoicePreference,
+    StringPreference,
+)
+from wbhuman_resources.models.calendars import DayOffCalendar
+
+human_resources = Section("wbhuman_resources")
+
+# Employee dynamic preferences
+
+
+@global_preferences_registry.register
+class EmployeeDefaultCalendarEntry(ModelChoicePreference):
+    section = human_resources
+    name = "employee_default_calendar"
+    queryset = DayOffCalendar.objects.all()
+    default = None
+
+
+@global_preferences_registry.register
+class DefaultVacationDaysPreference(IntegerPreference):
+    section = human_resources
+    name = "default_vacation_days"
+    default = 25
+
+    verbose_name = _("Default employee vacation days")
+    help_text = _("The number of vacation days allocated to an employee working full time")
+
+    def validate(self, value):
+        if not isinstance(value, int) or value <= 1:
+            raise ValidationError(_("Only positive natural numbers allowed."))
+
+
+@global_preferences_registry.register
+class DefaultFromEmailAddressPreference(StringPreference):
+    section = human_resources
+    name = "default_from_email_address"
+    default = settings.DEFAULT_FROM_EMAIL
+
+    verbose_name = "The default from email address"
+    help_text = "The default from email address used to send hr related emails"
+
+
+@global_preferences_registry.register
+class NumberOfMonthsBeforeBalanceExpiration(IntegerPreference):
+    section = human_resources
+    name = "number_of_month_before_balance_expiration"
+    default = 12 * 5  # Default to 5 years
+    verbose_name = _("The number of month before yearly balance expiration")
+    help_text = _(
+        "The number of months before any yearly balance is considered expired. The count starts the first day of the next balance year"
+    )
+
+
+@global_preferences_registry.register
+class LongVacationNumberOfDaysPreference(IntegerPreference):
+    section = human_resources
+    name = "long_vacation_number_of_days"
+    default = 10
+    help_text = _("The number of days after which a vacation is considered a long vacation.")
+    verbose_name = _("Long Vacation Number of days")
+
+
+# Monthly report accounting preference
+
+
+@global_preferences_registry.register
+class AccountingCompanyEmails(LongStringPreference):
+    section = human_resources
+    name = "accounting_company_emails"
+    default = "no-reply@stainly-bench.com;"
+    verbose_name = _("Accounting email destination")
+    help_text = _("The accounting company emails to send automatic reports to, as a comma separated list")
+
+
+# Calendar preferences
+
+
+@global_preferences_registry.register
+class CalendarDefaultPublicHolidayPackagePreference(StringPreference):
+    section = human_resources
+    name = "calendar_default_public_holiday_package"
+    default = "europe.Switzerland"
+
+    verbose_name = _("Default calendar Public holiday package")
+    help_text = _("Package where the correct public holidays are found. Defaults to Europe Switzerland")
+
+    def validate(self, value):
+        if len(value.split(".")) != 2:
+            raise ValidationError(_("The preference has to be in the format of <continent>.<region>"))
+
+
+@global_preferences_registry.register
+class CalendarDefaultTimezonePreference(StringPreference):
+    section = human_resources
+    name = "calendar_default_timezone"
+    default = "UTC"
+
+    verbose_name = _("Default calendar timezone")
+    help_text = _("The default calendar timezone")
+
+
+@global_preferences_registry.register
+class AreExternalEmployeesConsideredAsInternal(BooleanPreference):
+    section = human_resources
+    name = "is_external_considered_as_internal"
+    default = False
+
+    verbose_name = _("Are external employee considered as internal?")
+    help_text = _("If True, will consider the external employee (and any related logic) as internal employee")

wbhuman_resources/factories/__init__.py

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+from .absence import (
+    AbsenceRequestFactory,
+    AbsenceRequestPeriodsFactory,
+    AbsenceRequestTypeFactory,
+    TimeOffRequestFactory,
+    TimeOffTypeFactory,
+    VacationRequestFactory,
+    VacationTypeFactory,
+)
+from .calendars import (
+    BaseDayOffCalendarFactory,
+    DayOffCalendarFactory,
+    DayOffFactory,
+    DefaultDailyPeriodFactory,
+)
+from .employee import (
+    BalanceHourlyAllowanceFactory,
+    EmployeeHumanResourceFactory,
+    EmployeeWeeklyOffPeriodsFactory,
+    EmployeeYearBalanceFactory,
+    PositionFactory,
+)
+from .kpi import (
+    CompletedFilledReviewFactory,
+    DefaultPersonKPIFactory,
+    EvaluationFactory,
+    KPIFactory,
+    ReviewAbstractFactory,
+    ReviewAnswerFactory,
+    ReviewAnswerNoCategoryFactory,
+    ReviewFactory,
+    ReviewGroupFactory,
+    ReviewQuestionCategoryFactory,
+    ReviewQuestionFactory,
+    ReviewQuestionNoCategoryFactory,
+    ReviewTemplateFactory,
+    SignedReviewFactory,
+)