fix: Employee Onboarding and Separation UX (#29504)
diff --git a/erpnext/controllers/employee_boarding_controller.py b/erpnext/controllers/employee_boarding_controller.py
index b8dc92e..ae2c737 100644
--- a/erpnext/controllers/employee_boarding_controller.py
+++ b/erpnext/controllers/employee_boarding_controller.py
@@ -132,13 +132,17 @@
def on_cancel(self):
# delete task project
- for task in frappe.get_all('Task', filters={'project': self.project}):
+ project = self.project
+ for task in frappe.get_all('Task', filters={'project': project}):
frappe.delete_doc('Task', task.name, force=1)
- frappe.delete_doc('Project', self.project, force=1)
+ frappe.delete_doc('Project', project, force=1)
self.db_set('project', '')
for activity in self.activities:
activity.db_set('task', '')
+ frappe.msgprint(_('Linked Project {} and Tasks deleted.').format(
+ project), alert=True, indicator='blue')
+
@frappe.whitelist()
def get_onboarding_details(parent, parenttype):
diff --git a/erpnext/hr/doctype/employee/employee_dashboard.py b/erpnext/hr/doctype/employee/employee_dashboard.py
index a1247d9..fb62b04 100644
--- a/erpnext/hr/doctype/employee/employee_dashboard.py
+++ b/erpnext/hr/doctype/employee/employee_dashboard.py
@@ -21,7 +21,7 @@
},
{
'label': _('Lifecycle'),
- 'items': ['Employee Transfer', 'Employee Promotion', 'Employee Grievance']
+ 'items': ['Employee Onboarding', 'Employee Transfer', 'Employee Promotion', 'Employee Grievance']
},
{
'label': _('Exit'),
diff --git a/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json b/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json
index 044a5a9..8474bd0 100644
--- a/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json
+++ b/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json
@@ -62,6 +62,7 @@
},
{
"default": "0",
+ "depends_on": "eval:['Employee Onboarding', 'Employee Onboarding Template'].includes(doc.parenttype)",
"description": "Applicable in the case of Employee Onboarding",
"fieldname": "required_for_employee_creation",
"fieldtype": "Check",
@@ -93,7 +94,7 @@
],
"istable": 1,
"links": [],
- "modified": "2021-07-30 15:55:22.470102",
+ "modified": "2022-01-29 14:05:00.543122",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Boarding Activity",
@@ -102,5 +103,6 @@
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
+ "states": [],
"track_changes": 1
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js
index 5d1a024..6fbb54d 100644
--- a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js
+++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js
@@ -3,12 +3,6 @@
frappe.ui.form.on('Employee Onboarding', {
setup: function(frm) {
- frm.add_fetch("employee_onboarding_template", "company", "company");
- frm.add_fetch("employee_onboarding_template", "department", "department");
- frm.add_fetch("employee_onboarding_template", "designation", "designation");
- frm.add_fetch("employee_onboarding_template", "employee_grade", "employee_grade");
-
-
frm.set_query("job_applicant", function () {
return {
filters:{
@@ -71,5 +65,19 @@
}
});
}
+ },
+
+ job_applicant: function(frm) {
+ if (frm.doc.job_applicant) {
+ frappe.db.get_value('Employee', {'job_applicant': frm.doc.job_applicant}, 'name', (r) => {
+ if (r.name) {
+ frm.set_value('employee', r.name);
+ } else {
+ frm.set_value('employee', '');
+ }
+ });
+ } else {
+ frm.set_value('employee', '');
+ }
}
});
diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json
index fd877a6..1d2ea0c 100644
--- a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json
+++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json
@@ -92,6 +92,7 @@
"options": "Employee Onboarding Template"
},
{
+ "fetch_from": "employee_onboarding_template.company",
"fieldname": "company",
"fieldtype": "Link",
"label": "Company",
@@ -99,6 +100,7 @@
"reqd": 1
},
{
+ "fetch_from": "employee_onboarding_template.department",
"fieldname": "department",
"fieldtype": "Link",
"in_list_view": 1,
@@ -106,6 +108,7 @@
"options": "Department"
},
{
+ "fetch_from": "employee_onboarding_template.designation",
"fieldname": "designation",
"fieldtype": "Link",
"in_list_view": 1,
@@ -113,6 +116,7 @@
"options": "Designation"
},
{
+ "fetch_from": "employee_onboarding_template.employee_grade",
"fieldname": "employee_grade",
"fieldtype": "Link",
"label": "Employee Grade",
@@ -170,10 +174,11 @@
],
"is_submittable": 1,
"links": [],
- "modified": "2021-07-30 14:55:04.560683",
+ "modified": "2022-01-29 12:33:57.120384",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Onboarding",
+ "naming_rule": "Expression (old style)",
"owner": "Administrator",
"permissions": [
{
@@ -194,6 +199,7 @@
],
"sort_field": "modified",
"sort_order": "DESC",
+ "states": [],
"title_field": "employee_name",
"track_changes": 1
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py
index eba2a03..a0939a8 100644
--- a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py
+++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py
@@ -14,10 +14,15 @@
class EmployeeOnboarding(EmployeeBoardingController):
def validate(self):
super(EmployeeOnboarding, self).validate()
+ self.set_employee()
self.validate_duplicate_employee_onboarding()
+ def set_employee(self):
+ if not self.employee:
+ self.employee = frappe.db.get_value('Employee', {'job_applicant': self.job_applicant}, 'name')
+
def validate_duplicate_employee_onboarding(self):
- emp_onboarding = frappe.db.exists("Employee Onboarding", {"job_applicant": self.job_applicant})
+ emp_onboarding = frappe.db.exists("Employee Onboarding", {"job_applicant": self.job_applicant, "docstatus": ("!=", 2)})
if emp_onboarding and emp_onboarding != self.name:
frappe.throw(_("Employee Onboarding: {0} already exists for Job Applicant: {1}").format(frappe.bold(emp_onboarding), frappe.bold(self.job_applicant)))
diff --git a/erpnext/hr/doctype/job_offer/job_offer.py b/erpnext/hr/doctype/job_offer/job_offer.py
index 39f4719..072fc73 100644
--- a/erpnext/hr/doctype/job_offer/job_offer.py
+++ b/erpnext/hr/doctype/job_offer/job_offer.py
@@ -78,6 +78,7 @@
"doctype": "Employee",
"field_map": {
"applicant_name": "employee_name",
+ "offer_date": "scheduled_confirmation_date"
}}
}, target_doc, set_missing_values)
return doc
diff --git a/erpnext/projects/doctype/project/project.json b/erpnext/projects/doctype/project/project.json
index 2570df7..1cda0a0 100644
--- a/erpnext/projects/doctype/project/project.json
+++ b/erpnext/projects/doctype/project/project.json
@@ -235,13 +235,13 @@
{
"fieldname": "actual_start_date",
"fieldtype": "Data",
- "label": "Actual Start Date",
+ "label": "Actual Start Date (via Time Sheet)",
"read_only": 1
},
{
"fieldname": "actual_time",
"fieldtype": "Float",
- "label": "Actual Time (in Hours)",
+ "label": "Actual Time (in Hours via Time Sheet)",
"read_only": 1
},
{
@@ -251,7 +251,7 @@
{
"fieldname": "actual_end_date",
"fieldtype": "Date",
- "label": "Actual End Date",
+ "label": "Actual End Date (via Time Sheet)",
"oldfieldname": "act_completion_date",
"oldfieldtype": "Date",
"read_only": 1
@@ -458,10 +458,11 @@
"index_web_pages_for_search": 1,
"links": [],
"max_attachments": 4,
- "modified": "2021-04-28 16:36:11.654632",
+ "modified": "2022-01-29 13:58:27.712714",
"modified_by": "Administrator",
"module": "Projects",
"name": "Project",
+ "naming_rule": "By \"Naming Series\" field",
"owner": "Administrator",
"permissions": [
{
@@ -499,6 +500,7 @@
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",
+ "states": [],
"timeline_field": "customer",
"title_field": "project_name",
"track_seen": 1
diff --git a/erpnext/projects/doctype/task/task.json b/erpnext/projects/doctype/task/task.json
index ef4740d..8182208 100644
--- a/erpnext/projects/doctype/task/task.json
+++ b/erpnext/projects/doctype/task/task.json
@@ -249,7 +249,7 @@
{
"fieldname": "actual_time",
"fieldtype": "Float",
- "label": "Actual Time (in hours)",
+ "label": "Actual Time (in Hours via Time Sheet)",
"read_only": 1
},
{
@@ -397,10 +397,11 @@
"is_tree": 1,
"links": [],
"max_attachments": 5,
- "modified": "2021-04-16 12:46:51.556741",
+ "modified": "2022-01-29 13:58:47.005241",
"modified_by": "Administrator",
"module": "Projects",
"name": "Task",
+ "naming_rule": "Expression (old style)",
"nsm_parent_field": "parent_task",
"owner": "Administrator",
"permissions": [
@@ -421,6 +422,7 @@
"show_preview_popup": 1,
"sort_field": "modified",
"sort_order": "DESC",
+ "states": [],
"timeline_field": "project",
"title_field": "subject",
"track_seen": 1