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feat: Employee Grievance (#25705)
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* feat: Employee Grievance

* feat: link to desk and automatic unsuspend

* test: Employee Grievance

* fix: Sider and Translation

* fix: sider

* fix: formatting

* feat: changes requested

* feat: Employee Grievance

* feat: link to desk and automatic unsuspend

* test: Employee Grievance

* fix: Sider and Translation

* fix: sider

* fix: formatting

* feat: changes requested

* fix: patch test and sider issue

* fix: make Employee Responsible non-mandatory since there cannot be an employee responsible for all sorts of grievances

- show pay cut and suspension buttons only if Employee Resposible is set

- some label changes

* feat: added subject field for more context

- set title for documents

- added list view settings

- refactor suspend and unsuspend functions

- add submit and cancel perms for system and hr managers

- fix tests

* fix: sider issues

* fix: removed suspension and paycut

* fix:sider

* fix: test

* fix: test

* fix: resolved Conflicts

* fix: sider

* fix: remove debugging print statements

* fix: validation message

* fix: unnecessary comma

Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
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Anurag810 and ruchamahabal committed Jun 23, 2021
1 parent 5a824ca commit 1684817
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Showing 20 changed files with 516 additions and 16 deletions.
2 changes: 1 addition & 1 deletion erpnext/controllers/queries.py
Original file line number Diff line number Diff line change
Expand Up @@ -19,7 +19,7 @@ def employee_query(doctype, txt, searchfield, start, page_len, filters):
fields = get_fields("Employee", ["name", "employee_name"])

return frappe.db.sql("""select {fields} from `tabEmployee`
where status = 'Active'
where status in ('Active', 'Suspended')
and docstatus < 2
and ({key} like %(txt)s
or employee_name like %(txt)s)
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4 changes: 2 additions & 2 deletions erpnext/hr/doctype/employee/employee.json
Original file line number Diff line number Diff line change
Expand Up @@ -207,7 +207,7 @@
"label": "Status",
"oldfieldname": "status",
"oldfieldtype": "Select",
"options": "Active\nInactive\nLeft",
"options": "Active\nInactive\nSuspended\nLeft",
"reqd": 1,
"search_index": 1
},
Expand Down Expand Up @@ -813,7 +813,7 @@
"idx": 24,
"image_field": "image",
"links": [],
"modified": "2021-06-12 11:31:37.730760",
"modified": "2021-06-17 11:31:37.730760",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee",
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5 changes: 2 additions & 3 deletions erpnext/hr/doctype/employee/employee.py
Original file line number Diff line number Diff line change
Expand Up @@ -4,15 +4,14 @@
from __future__ import unicode_literals
import frappe

from frappe.utils import getdate, validate_email_address, today, add_years, format_datetime, cstr
from frappe.utils import getdate, validate_email_address, today, add_years, cstr
from frappe.model.naming import set_name_by_naming_series
from frappe import throw, _, scrub
from frappe.permissions import add_user_permission, remove_user_permission, \
set_user_permission_if_allowed, has_permission, get_doc_permissions
from frappe.model.document import Document
from erpnext.utilities.transaction_base import delete_events
from frappe.utils.nestedset import NestedSet
from erpnext.hr.doctype.job_offer.job_offer import get_staffing_plan_detail

class EmployeeUserDisabledError(frappe.ValidationError): pass
class EmployeeLeftValidationError(frappe.ValidationError): pass
Expand All @@ -37,7 +36,7 @@ def autoname(self):

def validate(self):
from erpnext.controllers.status_updater import validate_status
validate_status(self.status, ["Active", "Inactive", "Left"])
validate_status(self.status, ["Active", "Inactive", "Suspended", "Left"])

self.employee = self.name
self.set_employee_name()
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5 changes: 3 additions & 2 deletions erpnext/hr/doctype/employee/employee_dashboard.py
Original file line number Diff line number Diff line change
Expand Up @@ -7,7 +7,8 @@ def get_data():
'heatmap_message': _('This is based on the attendance of this Employee'),
'fieldname': 'employee',
'non_standard_fieldnames': {
'Bank Account': 'party'
'Bank Account': 'party',
'Employee Grievance': 'raised_by'
},
'transactions': [
{
Expand All @@ -20,7 +21,7 @@ def get_data():
},
{
'label': _('Lifecycle'),
'items': ['Employee Transfer', 'Employee Promotion', 'Employee Separation']
'items': ['Employee Transfer', 'Employee Promotion', 'Employee Separation', 'Employee Grievance']
},
{
'label': _('Shift'),
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2 changes: 1 addition & 1 deletion erpnext/hr/doctype/employee/employee_list.js
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ frappe.listview_settings['Employee'] = {
filters: [["status","=", "Active"]],
get_indicator: function(doc) {
var indicator = [__(doc.status), frappe.utils.guess_colour(doc.status), "status,=," + doc.status];
indicator[1] = {"Active": "green", "Inactive": "red", "Left": "gray"}[doc.status];
indicator[1] = {"Active": "green", "Inactive": "red", "Left": "gray", "Suspended": "orange"}[doc.status];
return indicator;
}
};
Empty file.
39 changes: 39 additions & 0 deletions erpnext/hr/doctype/employee_grievance/employee_grievance.js
Original file line number Diff line number Diff line change
@@ -0,0 +1,39 @@
// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt

frappe.ui.form.on('Employee Grievance', {
setup: function(frm) {
frm.set_query('grievance_against_party', function() {
return {
filters: {
name: ['in', [
'Company', 'Department', 'Employee Group', 'Employee Grade', 'Employee']
]
}
};
});
frm.set_query('associated_document_type', function() {
let ignore_modules = ["Setup", "Core", "Integrations", "Automation", "Website",
"Utilities", "Event Streaming", "Social", "Chat", "Data Migration", "Printing", "Desk", "Custom"];
return {
filters: {
istable: 0,
issingle: 0,
module: ["Not In", ignore_modules]
}
};
});
},

grievance_against_party: function(frm) {
let filters = {};
if (frm.doc.grievance_against_party == 'Employee' && frm.doc.raised_by) {
filters.name = ["!=", frm.doc.raised_by];
}
frm.set_query('grievance_against', function() {
return {
filters: filters
};
});
},
});
261 changes: 261 additions & 0 deletions erpnext/hr/doctype/employee_grievance/employee_grievance.json
Original file line number Diff line number Diff line change
@@ -0,0 +1,261 @@
{
"actions": [],
"autoname": "HR-GRIEV-.YYYY.-.#####",
"creation": "2021-05-11 13:41:51.485295",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"subject",
"raised_by",
"employee_name",
"designation",
"column_break_3",
"date",
"status",
"reports_to",
"grievance_details_section",
"grievance_against_party",
"grievance_against",
"grievance_type",
"column_break_11",
"associated_document_type",
"associated_document",
"section_break_14",
"description",
"investigation_details_section",
"cause_of_grievance",
"resolution_details_section",
"resolved_by",
"resolution_date",
"employee_responsible",
"column_break_16",
"resolution_detail",
"amended_from"
],
"fields": [
{
"fieldname": "grievance_type",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Grievance Type",
"options": "Grievance Type",
"reqd": 1
},
{
"fieldname": "column_break_3",
"fieldtype": "Column Break"
},
{
"fieldname": "date",
"fieldtype": "Date",
"in_list_view": 1,
"label": "Date ",
"reqd": 1
},
{
"default": "Open",
"fieldname": "status",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Status",
"options": "Open\nInvestigated\nResolved\nInvalid",
"reqd": 1
},
{
"fieldname": "description",
"fieldtype": "Text",
"label": "Description",
"reqd": 1
},
{
"fieldname": "cause_of_grievance",
"fieldtype": "Text",
"label": "Cause of Grievance",
"mandatory_depends_on": "eval: doc.status == \"Investigated\" || doc.status == \"Resolved\""
},
{
"fieldname": "resolution_details_section",
"fieldtype": "Section Break",
"label": "Resolution Details"
},
{
"fieldname": "resolved_by",
"fieldtype": "Link",
"label": "Resolved By",
"mandatory_depends_on": "eval: doc.status == \"Resolved\"",
"options": "User"
},
{
"fieldname": "employee_responsible",
"fieldtype": "Link",
"label": "Employee Responsible ",
"options": "Employee"
},
{
"fieldname": "resolution_detail",
"fieldtype": "Small Text",
"label": "Resolution Details",
"mandatory_depends_on": "eval: doc.status == \"Resolved\""
},
{
"fieldname": "column_break_16",
"fieldtype": "Column Break"
},
{
"fieldname": "resolution_date",
"fieldtype": "Date",
"label": "Resolution Date",
"mandatory_depends_on": "eval: doc.status == \"Resolved\""
},
{
"fieldname": "grievance_against",
"fieldtype": "Dynamic Link",
"label": "Grievance Against",
"options": "grievance_against_party",
"reqd": 1
},
{
"fieldname": "raised_by",
"fieldtype": "Link",
"label": "Raised By",
"options": "Employee",
"reqd": 1
},
{
"fieldname": "amended_from",
"fieldtype": "Link",
"label": "Amended From",
"no_copy": 1,
"options": "Employee Grievance",
"print_hide": 1,
"read_only": 1
},
{
"fetch_from": "raised_by.designation",
"fieldname": "designation",
"fieldtype": "Link",
"label": "Designation",
"options": "Designation",
"read_only": 1
},
{
"fetch_from": "raised_by.reports_to",
"fieldname": "reports_to",
"fieldtype": "Link",
"label": "Reports To",
"options": "Employee",
"read_only": 1
},
{
"fieldname": "grievance_details_section",
"fieldtype": "Section Break",
"label": "Grievance Details"
},
{
"fieldname": "column_break_11",
"fieldtype": "Column Break"
},
{
"fieldname": "section_break_14",
"fieldtype": "Section Break"
},
{
"fieldname": "grievance_against_party",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Grievance Against Party",
"options": "DocType",
"reqd": 1
},
{
"fieldname": "associated_document_type",
"fieldtype": "Link",
"label": "Associated Document Type",
"options": "DocType"
},
{
"fieldname": "associated_document",
"fieldtype": "Dynamic Link",
"label": "Associated Document",
"options": "associated_document_type"
},
{
"fieldname": "investigation_details_section",
"fieldtype": "Section Break",
"label": "Investigation Details"
},
{
"fetch_from": "raised_by.employee_name",
"fieldname": "employee_name",
"fieldtype": "Data",
"label": "Employee Name",
"read_only": 1
},
{
"fieldname": "subject",
"fieldtype": "Data",
"label": "Subject",
"reqd": 1
}
],
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2021-06-21 12:51:01.499486",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Grievance",
"owner": "Administrator",
"permissions": [
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"select": 1,
"share": 1,
"submit": 1,
"write": 1
},
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "HR Manager",
"select": 1,
"share": 1,
"submit": 1,
"write": 1
},
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "HR User",
"share": 1,
"write": 1
}
],
"search_fields": "subject,raised_by,grievance_against_party",
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "subject",
"track_changes": 1
}
15 changes: 15 additions & 0 deletions erpnext/hr/doctype/employee_grievance/employee_grievance.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,15 @@
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt

import frappe
from frappe import _, bold
from frappe.model.document import Document

class EmployeeGrievance(Document):
def on_submit(self):
if self.status not in ["Invalid", "Resolved"]:
frappe.throw(_("Only Employee Grievance with status {0} or {1} can be submitted").format(
bold("Invalid"),
bold("Resolved"))
)

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