feat: Employee Grievance (#25705)

erpnext/controllers/queries.py

@@ -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)

erpnext/hr/doctype/employee/employee.json

@@ -207,7 +207,7 @@
    "label": "Status",
    "oldfieldname": "status",
    "oldfieldtype": "Select",
-   "options": "Active\nInactive\nLeft",
+   "options": "Active\nInactive\nSuspended\nLeft",
    "reqd": 1,
    "search_index": 1
   },
@@ -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",

erpnext/hr/doctype/employee/employee.py

@@ -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
@@ -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()

erpnext/hr/doctype/employee/employee_dashboard.py

@@ -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': [
 			{
@@ -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'),

erpnext/hr/doctype/employee/employee_list.js

@@ -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;
 	}
 };

erpnext/hr/doctype/employee_grievance/employee_grievance.js

@@ -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
+			};
+		});
+	},
+});

erpnext/hr/doctype/employee_grievance/employee_grievance.json

@@ -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
+}

erpnext/hr/doctype/employee_grievance/employee_grievance.py

@@ -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"))
+			)
+