[IMP] hr: add onboarding/offboarding activity plannings

Purpose
=======

Give the possibility to elaborate plans through Odoo. For instance, in HR,
you could create an onboarding plan when a employee is created. Someone manages
laptop and other equipment, someone check hr stuff, ... This feature is generic
but in a first time we will apply it only on the hr module.

Ease HR process in a company by creating plans: a plan is an assembly of Next
Activities that will be launched together whenever you need it.

Example of plan for an employee onboarding:

Activity: Prepare materials
Responsible: Alain
Deadline: At the contract signature

Activity: Manage Cars
Responsible: Cécile
Deadline: at the contract signature (both signature)

Activity: Plan Training
Responsible: Caroline
Deadline: After signature

Activity: Training
Responsible: Employee
Deadline: 1 week after the employement date

Specifications
==============

On HR Configuration: Add a menu "Activity Plans"

Activity plan object:
 - Name
 - Model (debug mode) (hr by default)
 - Activity Template o2m
    - Activity Type (only the one related to hr)
    - Deadline (come from Activity Type)
    - Responsible \/
        0  Coach
        0  Manager
        0  Other
        [Responsible_name] \/  (coach, manager or manually set if other)

Add datas, 2 plans:

Onboarding
    - Name: Onboarding
    - Plan lines:
        Activity: Setup IT Materials
        Responsible: [a user] (manager)
        Deadline: At the contract signature

        Activity: Plan Training
        Responsible: [manager]
        Deadline: After signature

        Activity: Training
        Responsible: [Employee]
        Deadline: 1 week after the employement date

Offboarding
    - Name: Onboarding
    - Plan lines:
        Activity: Compute Out Delais
        Responsible: [a user] (manager)
        Deadline: today

        Activity: Take Back HR Materials
        Responsible: [manager]
        Deadline: today

        Activity: Manage Car
        Responsible: [manager]
        Deadline: today

When to trigger it ?

HR specific use case:

1/ On employee, from the employee chatter:
when you create an employee, Odoobot will log a note with the following message:
"Congratulations ! May i recommand you to setup an onboarding plan?", with a link
create a plan from it.

2/ Add a button 'launch plan' to open a wizard to select the plan

3/ When archive an employee
Open a wizard with:
    - Reason (selection)
    - Action plan (m2o not required)

Error if employee not linked to a user.

Task : 1912681

closes odoo#29151

addons/hr/__init__.py

@@ -2,3 +2,4 @@
 # Part of Odoo. See LICENSE file for full copyright and licensing details.
 
 from . import models
+from . import wizard

addons/hr/__manifest__.py

@@ -24,6 +24,8 @@
     'data': [
         'security/hr_security.xml',
         'security/ir.model.access.csv',
+        'wizard/plan_wizard_views.xml',
+        'wizard/departure_wizard_views.xml',
         'views/hr_views.xml',
         'views/hr_templates.xml',
         'views/res_config_settings_views.xml',

addons/hr/data/hr_data.xml

@@ -18,6 +18,80 @@
             <field name="image" eval="obj(ref('base.partner_admin')).image" model="res.partner"/>
         </record>
 
+        <record id="activity_type_setup_it_materials" model="mail.activity.type">
+            <field name="name">Setup IT Materials</field>
+            <field name="res_model_id" ref="hr.model_hr_employee"/>
+        </record>
+
+        <record id="activity_type_setup_it_materials" model="mail.activity.type">
+            <field name="name">Setup IT Materials</field>
+            <field name="res_model_id" ref="hr.model_hr_employee"/>
+        </record>
+
+        <record id="activity_type_plan_training" model="mail.activity.type">
+            <field name="name">Plan Training</field>
+            <field name="res_model_id" ref="hr.model_hr_employee"/>
+        </record>
+
+        <record id="activity_type_training" model="mail.activity.type">
+            <field name="name">Training</field>
+            <field name="res_model_id" ref="hr.model_hr_employee"/>
+            <field name="delay_unit">weeks</field>
+            <field name="delay_count">1</field>
+        </record>
+
+        <record id="activity_type_compute_out_delais" model="mail.activity.type">
+            <field name="name">Compute Out Delais</field>
+	        <field name="res_model_id" ref="hr.model_hr_employee"/>
+        </record>
+
+        <record id="activity_type_take_back_hr_materials" model="mail.activity.type">
+            <field name="name">Take Back HR Materials</field>
+            <field name="res_model_id" ref="hr.model_hr_employee"/>
+        </record>
+
+        <record id="onboarding_setup_it_materials" model="hr.plan.activity.type">
+            <field name="activity_type_id" ref="hr.activity_type_setup_it_materials"/>
+            <field name="responsible">manager</field>
+        </record>
+
+        <record id="onboarding_plan_training" model="hr.plan.activity.type">
+            <field name="activity_type_id" ref="hr.activity_type_plan_training"/>
+            <field name="responsible">manager</field>
+        </record>
+
+        <record id="onboarding_training" model="hr.plan.activity.type">
+            <field name="activity_type_id" ref="hr.activity_type_training"/>
+            <field name="responsible">employee</field>
+        </record>
+
+        <record id="offboarding_setup_compute_out_delais" model="hr.plan.activity.type">
+            <field name="activity_type_id" ref="hr.activity_type_compute_out_delais"/>
+            <field name="responsible">manager</field>
+        </record>
+
+        <record id="offboarding_take_back_hr_materials" model="hr.plan.activity.type">
+            <field name="activity_type_id" ref="hr.activity_type_take_back_hr_materials"/>
+            <field name="responsible">manager</field>
+        </record>
+
+        <record id="onboarding_plan" model='hr.plan'>
+            <field name="name">Onboarding</field>
+            <field name="plan_activity_type_ids" eval="[(6, 0, [
+                ref('hr.onboarding_setup_it_materials'),
+                ref('hr.onboarding_plan_training'),
+                ref('hr.onboarding_training'),
+                ])]"/>
+        </record>
+
+        <record id="offboarding_plan" model='hr.plan'>
+            <field name="name">Offboarding</field>
+            <field name="plan_activity_type_ids" eval="[(6, 0, [
+                ref('hr.offboarding_setup_compute_out_delais'),
+                ref('hr.offboarding_take_back_hr_materials'),
+                ])]"/>
+        </record>
+
         <record id="mail_template_data_unknown_employee_email_address" model="mail.template">
             <field name="name">HR: mailgateway unknown employee bounce</field>
             <field name="model_id" ref="base.model_ir_module_module"/>

addons/hr/data/hr_demo.xml

@@ -208,7 +208,7 @@ If you have development competencies, we can propose you specific traineeships</
           <field name="name">Gilles Gravie</field>
           <field name="user_id" ref="base.user_demo"/>
           <field name="department_id" ref="dep_rd"/>
-          <field name="parent_id" ref="employee_al"/>
+          <field name="parent_id" ref="employee_admin"/>
           <field name="job_id" ref="hr.job_developer"/>
           <field name="category_ids" eval="[(6, 0, [ref('employee_category_4')])]"/>
           <field name="work_location">Building 1, Second Floor</field>

addons/hr/models/__init__.py

@@ -7,3 +7,5 @@
 from . import mail_channel
 from . import res_partner
 from . import res_users
+
+from . import plan

addons/hr/models/hr.py

@@ -4,6 +4,7 @@
 from string import digits
 import base64
 import logging
+from werkzeug import url_encode
 
 from odoo import api, fields, models
 from odoo import tools, _
@@ -202,6 +203,12 @@ def _default_image(self):
     color = fields.Integer('Color Index', default=0)
     barcode = fields.Char(string="Badge ID", help="ID used for employee identification.", copy=False)
     pin = fields.Char(string="PIN", help="PIN used to Check In/Out in Kiosk Mode (if enabled in Configuration).", copy=False)
+    departure_reason = fields.Selection([
+        ('fired', 'Fired'),
+        ('resigned', 'Resigned'),
+        ('retired', 'Retired')
+    ], string="Departure Reason")
+    departure_description = fields.Text(string="Additional Information")
 
     _sql_constraints = [('barcode_uniq', 'unique (barcode)', "The Badge ID must be unique, this one is already assigned to another employee.")]
 
@@ -256,6 +263,8 @@ def create(self, vals):
             vals.update(self._sync_user(self.env['res.users'].browse(vals['user_id'])))
         tools.image_resize_images(vals)
         employee = super(Employee, self).create(vals)
+        url = '/web#%s' % url_encode({'action': 'hr.plan_wizard_action', 'active_id': employee.id, 'active_model': 'hr.employee'})
+        employee._message_log(_('<b>Congratulations !</b> May I recommand you to setup an <a href="%s">onboarding plan ?</a>') % (url))
         if employee.department_id:
             self.env['mail.channel'].sudo().search([
                 ('subscription_department_ids', 'in', employee.department_id.id)
@@ -285,7 +294,25 @@ def unlink(self):
         resources = self.mapped('resource_id')
         super(Employee, self).unlink()
         return resources.unlink()
-
+
+    def toggle_active(self):
+        res = super(Employee, self).toggle_active()
+        self.filtered(lambda employee: employee.active).write({
+            'departure_reason': False,
+            'departure_description': False,
+        })
+        if len(self) == 1 and not self.active:
+            return {
+                'type': 'ir.actions.act_window',
+                'name': _('Register Departure'),
+                'res_model': 'hr.departure.wizard',
+                'view_type': 'form',
+                'view_mode': 'form',
+                'target': 'new',
+                'context': {'active_id': self.id},
+            }
+        return res
+
     @api.multi
     def generate_random_barcode(self):
         for i in self: i.barcode = "".join(choice(digits) for i in range(8))

addons/hr/models/plan.py

@@ -0,0 +1,44 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models, _
+from odoo.exceptions import UserError
+
+
+class PlanActivityType(models.Model):
+    _name = 'hr.plan.activity.type'
+    _description = 'Plan activity type'
+
+    activity_type_id = fields.Many2one('mail.activity.type', 'Activity Type',
+                                       domain=lambda self: [('res_model_id', '=', self.env['ir.model']._get('hr.employee').id)])
+    name = fields.Char(related='activity_type_id.name')
+    responsible = fields.Selection([
+        ('coach', 'Coach'),
+        ('manager', 'Manager'),
+        ('employee', 'Employee'),
+        ('other', 'Other')], default='employee', string='Responsible')
+    responsible_id = fields.Many2one('res.users', 'Responsible Person')
+
+    def get_responsible_id(self, employee_id):
+        if self.responsible == 'coach':
+            self.responsible_id = employee_id.coach_id.user_id
+            if not self.responsible_id:
+                raise UserError(_('No user linked to the coach of %s. Please contact an administrator.') % employee_id.name)
+        elif self.responsible == 'manager':
+            self.responsible_id = employee_id.parent_id.user_id
+            if not self.responsible_id:
+                raise UserError(_('No user linked to the manager of %s. Please contact an administrator.') % employee_id.name)
+        elif self.responsible == 'employee':
+            self.responsible_id = employee_id.user_id
+            if not self.responsible_id:
+                raise UserError(_('No user linked to the employee %s. Please contact an administrator.') % employee_id.name)
+        return self.responsible_id
+
+
+class Plan(models.Model):
+    _name = 'hr.plan'
+    _description = 'plan'
+
+    name = fields.Char('Name', required=True)
+    plan_activity_type_ids = fields.Many2many('hr.plan.activity.type', string='Activities')
+    active = fields.Boolean(default=True)

addons/hr/security/ir.model.access.csv

@@ -8,3 +8,7 @@ access_hr_department_user,hr.department.user,model_hr_department,group_hr_user,1
 access_hr_department_employee,hr.department.employee,model_hr_department,base.group_user,1,0,0,0
 access_hr_job_user,hr.job user,model_hr_job,group_hr_user,1,1,1,1
 access_ir_property_hr_user,ir_property hr_user,base.model_ir_property,group_hr_user,1,1,1,0
+access_hr_plan_activity_type_employee,access_hr_plan_activity_type,model_hr_plan_activity_type,base.group_user,1,0,0,0
+access_hr_plan_employee,access_hr_plan_employee,model_hr_plan,base.group_user,1,0,0,0
+access_hr_plan_activity_type_hr_user,access_hr_plan_activity_type,model_hr_plan_activity_type,group_hr_user,1,1,1,1
+access_hr_plan_hr_user,access_hr_plan_hr_user,model_hr_plan,group_hr_user,1,1,1,1