Initial

.flake8

@@ -0,0 +1,37 @@
+[flake8]
+ignore =
+    E121,
+    E126,
+    E127,
+    E128,
+    E203,
+    E225,
+    E226,
+    E231,
+    E241,
+    E251,
+    E261,
+    E265,
+    E302,
+    E303,
+    E305,
+    E402,
+    E501,
+    E741,
+    W291,
+    W292,
+    W293,
+    W391,
+    W503,
+    W504,
+    F403,
+    B007,
+    B950,
+    W191,
+    E124, # closing bracket, irritating while writing QB code
+    E131, # continuation line unaligned for hanging indent
+    E123, # closing bracket does not match indentation of opening bracket's line
+    E101, # ensured by use of black
+
+max-line-length = 200
+exclude=.github/helper/semgrep_rules

.git-blame-ignore-revs

@@ -0,0 +1,18 @@
+# Since version 2.23 (released in August 2019), git-blame has a feature
+# to ignore or bypass certain commits.
+#
+# This file contains a list of commits that are not likely what you
+# are looking for in a blame, such as mass reformatting or renaming.
+# You can set this file as a default ignore file for blame by running
+# the following command.
+#
+# $ git config blame.ignoreRevsFile .git-blame-ignore-revs
+
+# sort and cleanup imports
+4872c156974291f0c4c88f26033fef0b900ca995
+
+# old black formatting commit (from erpnext)
+76c895a6c659356151433715a1efe9337e348c11
+
+# bulk formatting
+b55d6e27af6bd274dfa47e66a3012ddec68ce798

.github/CODEOWNERS

@@ -0,0 +1,7 @@
+# This is a comment.
+# Each line is a file pattern followed by one or more owners.
+
+# These owners will be the default owners for everything in
+# the repo. Unless a later match takes precedence.
+
+* @ruchamahabal

.github/helper/.flake8_strict

@@ -0,0 +1,73 @@
+[flake8]
+ignore =
+    B007,
+    B009,
+    B010,
+    B950,
+    E101,
+    E111,
+    E114,
+    E116,
+    E117,
+    E121,
+    E122,
+    E123,
+    E124,
+    E125,
+    E126,
+    E127,
+    E128,
+    E131,
+    E201,
+    E202,
+    E203,
+    E211,
+    E221,
+    E222,
+    E223,
+    E224,
+    E225,
+    E226,
+    E228,
+    E231,
+    E241,
+    E242,
+    E251,
+    E261,
+    E262,
+    E265,
+    E266,
+    E271,
+    E272,
+    E273,
+    E274,
+    E301,
+    E302,
+    E303,
+    E305,
+    E306,
+    E402,
+    E501,
+    E502,
+    E701,
+    E702,
+    E703,
+    E741,
+    F403,
+    W191,
+    W291,
+    W292,
+    W293,
+    W391,
+    W503,
+    W504,
+    E711,
+    E129,
+    F841,
+    E713,
+    E712,
+    B023
+
+
+max-line-length = 200
+exclude=.github/helper/semgrep_rules,test_*.py

.github/helper/documentation.py

@@ -0,0 +1,46 @@
+import sys
+import requests
+from urllib.parse import urlparse
+
+
+def uri_validator(x):
+	result = urlparse(x)
+	return all([result.scheme, result.netloc, result.path])
+
+def docs_link_exists(body):
+	for line in body.splitlines():
+		for word in line.split():
+			if word.startswith('http') and uri_validator(word):
+				parsed_url = urlparse(word)
+				if parsed_url.netloc == "github.com":
+					parts = parsed_url.path.split('/')
+					if len(parts) == 5 and parts[1] == "frappe" and parts[2] == "hrms":
+						return True
+				elif parsed_url.netloc == "frappehr.com":
+					return True
+
+
+if __name__ == "__main__":
+	pr = sys.argv[1]
+	response = requests.get("https://api.github.com/repos/frappe/hrms/pulls/{}".format(pr))
+
+	if response.ok:
+		payload = response.json()
+		title = (payload.get("title") or "").lower().strip()
+		head_sha = (payload.get("head") or {}).get("sha")
+		body = (payload.get("body") or "").lower()
+
+		if (title.startswith("feat")
+			and head_sha
+			and "no-docs" not in body
+			and "backport" not in body
+		):
+			if docs_link_exists(body):
+				print("Documentation Link Found. You're Awesome! 🎉")
+
+			else:
+				print("Documentation Link Not Found! ⚠️")
+				sys.exit(1)
+
+		else:
+			print("Skipping documentation checks... 🏃")

.github/helper/install.sh

@@ -0,0 +1,52 @@
+#!/bin/bash
+
+set -e
+
+cd ~ || exit
+
+sudo apt-get -y install redis-server libcups2-dev -qq
+
+pip install frappe-bench
+
+git clone https://github.com/frappe/frappe --branch "$BRANCH_TO_CLONE" --depth 1
+bench init --skip-assets --frappe-path ~/frappe --python "$(which python)" frappe-bench
+
+mkdir ~/frappe-bench/sites/test_site
+cp -r "${GITHUB_WORKSPACE}/.github/helper/site_config.json" ~/frappe-bench/sites/test_site/
+
+mysql --host 127.0.0.1 --port 3306 -u root -e "SET GLOBAL character_set_server = 'utf8mb4'"
+mysql --host 127.0.0.1 --port 3306 -u root -e "SET GLOBAL collation_server = 'utf8mb4_unicode_ci'"
+
+mysql --host 127.0.0.1 --port 3306 -u root -e "CREATE USER 'test_frappe'@'localhost' IDENTIFIED BY 'test_frappe'"
+mysql --host 127.0.0.1 --port 3306 -u root -e "CREATE DATABASE test_frappe"
+mysql --host 127.0.0.1 --port 3306 -u root -e "GRANT ALL PRIVILEGES ON \`test_frappe\`.* TO 'test_frappe'@'localhost'"
+
+mysql --host 127.0.0.1 --port 3306 -u root -e "UPDATE mysql.user SET Password=PASSWORD('travis') WHERE User='root'"
+mysql --host 127.0.0.1 --port 3306 -u root -e "FLUSH PRIVILEGES"
+
+install_whktml() {
+    wget -O /tmp/wkhtmltox.tar.xz https://github.com/frappe/wkhtmltopdf/raw/master/wkhtmltox-0.12.3_linux-generic-amd64.tar.xz
+    tar -xf /tmp/wkhtmltox.tar.xz -C /tmp
+    sudo mv /tmp/wkhtmltox/bin/wkhtmltopdf /usr/local/bin/wkhtmltopdf
+    sudo chmod o+x /usr/local/bin/wkhtmltopdf
+}
+install_whktml &
+
+cd ~/frappe-bench || exit
+
+sed -i 's/watch:/# watch:/g' Procfile
+sed -i 's/schedule:/# schedule:/g' Procfile
+sed -i 's/socketio:/# socketio:/g' Procfile
+sed -i 's/redis_socketio:/# redis_socketio:/g' Procfile
+
+bench get-app payments
+bench get-app https://github.com/frappe/erpnext --branch "$BRANCH_TO_CLONE" --resolve-deps
+bench setup requirements --dev
+
+bench start &> bench_run_logs.txt &
+CI=Yes bench build --app frappe &
+bench --site test_site reinstall --yes
+
+bench get-app hrms "${GITHUB_WORKSPACE}"
+bench --site test_site install-app hrms
+bench setup requirements --dev

.github/helper/site_config.json

@@ -0,0 +1,16 @@
+{
+    "db_host": "127.0.0.1",
+    "db_port": 3306,
+    "db_name": "test_frappe",
+    "db_password": "test_frappe",
+    "auto_email_id": "test@example.com",
+    "mail_server": "smtp.example.com",
+    "mail_login": "test@example.com",
+    "mail_password": "test",
+    "admin_password": "admin",
+    "root_login": "root",
+    "root_password": "travis",
+    "host_name": "http://test_site:8000",
+    "install_apps": ["payments", "erpnext"],
+    "throttle_user_limit": 100
+}

.github/helper/translation.py

@@ -0,0 +1,60 @@
+import re
+import sys
+
+errors_encounter = 0
+pattern = re.compile(r"_\(([\"']{,3})(?P<message>((?!\1).)*)\1(\s*,\s*context\s*=\s*([\"'])(?P<py_context>((?!\5).)*)\5)*(\s*,(\s*?.*?\n*?)*(,\s*([\"'])(?P<js_context>((?!\11).)*)\11)*)*\)")
+words_pattern = re.compile(r"_{1,2}\([\"'`]{1,3}.*?[a-zA-Z]")
+start_pattern = re.compile(r"_{1,2}\([f\"'`]{1,3}")
+f_string_pattern = re.compile(r"_\(f[\"']")
+starts_with_f_pattern = re.compile(r"_\(f")
+
+# skip first argument
+files = sys.argv[1:]
+files_to_scan = [_file for _file in files if _file.endswith(('.py', '.js'))]
+
+for _file in files_to_scan:
+	with open(_file, 'r') as f:
+		print(f'Checking: {_file}')
+		file_lines = f.readlines()
+		for line_number, line in enumerate(file_lines, 1):
+			if 'frappe-lint: disable-translate' in line:
+				continue
+
+			start_matches = start_pattern.search(line)
+			if start_matches:
+				starts_with_f = starts_with_f_pattern.search(line)
+
+				if starts_with_f:
+					has_f_string = f_string_pattern.search(line)
+					if has_f_string:
+						errors_encounter += 1
+						print(f'\nF-strings are not supported for translations at line number {line_number}\n{line.strip()[:100]}')
+						continue
+					else:
+						continue
+
+				match = pattern.search(line)
+				error_found = False
+
+				if not match and line.endswith((',\n', '[\n')):
+					# concat remaining text to validate multiline pattern
+					line = "".join(file_lines[line_number - 1:])
+					line = line[start_matches.start() + 1:]
+					match = pattern.match(line)
+
+				if not match:
+					error_found = True
+					print(f'\nTranslation syntax error at line number {line_number}\n{line.strip()[:100]}')
+
+				if not error_found and not words_pattern.search(line):
+					error_found = True
+					print(f'\nTranslation is useless because it has no words at line number {line_number}\n{line.strip()[:100]}')
+
+				if error_found:
+					errors_encounter += 1
+
+if errors_encounter > 0:
+	print('\nVisit "https://frappeframework.com/docs/user/en/translations" to learn about valid translation strings.')
+	sys.exit(1)
+else:
+	print('\nGood To Go!')

.github/labeler.yml

@@ -0,0 +1,4 @@
+# Any python files modifed but no test files modified
+add-test-cases:
+- any: ['hrms/**/*.py']
+  all: ['!hrms/**/test*.py']

.github/workflows/ci.yml

@@ -0,0 +1,116 @@
+name: CI
+
+on:
+  push:
+    branches: [develop, version-14-hotfix, version-14]
+    paths-ignore:
+      - "**.css"
+      - "**.js"
+      - "**.md"
+      - "**.html"
+      - "**.csv"
+
+  pull_request:
+    paths-ignore:
+      - "**.css"
+      - "**.js"
+      - "**.md"
+      - "**.html"
+      - "**.csv"
+  schedule:
+    # Run everday at midnight UTC / 5:30 IST
+    - cron: "0 0 * * *"
+env:
+    HR_BRANCH: ${{ github.base_ref || github.ref_name }}
+
+concurrency:
+  group: develop-${{ github.event.number }}
+  cancel-in-progress: true
+
+jobs:
+  tests:
+    runs-on: ubuntu-latest
+    timeout-minutes: 60
+
+    strategy:
+      fail-fast: false
+
+    name: Server
+
+    services:
+      mysql:
+        image: mariadb:10.3
+        env:
+          MYSQL_ALLOW_EMPTY_PASSWORD: YES
+        ports:
+          - 3306:3306
+        options: --health-cmd="mysqladmin ping" --health-interval=5s --health-timeout=2s --health-retries=3
+
+    steps:
+      - name: Clone
+        uses: actions/checkout@v2
+
+      - name: Setup Python
+        uses: actions/setup-python@v2
+        with:
+          python-version: '3.10'
+
+      - name: Setup Node
+        uses: actions/setup-node@v2
+        with:
+          node-version: 14
+          check-latest: true
+
+      - name: Add to Hosts
+        run: echo "127.0.0.1 test_site" | sudo tee -a /etc/hosts
+
+      - name: Cache pip
+        uses: actions/cache@v2
+        with:
+          path: ~/.cache/pip
+          key: ${{ runner.os }}-pip-${{ hashFiles('**/*requirements.txt') }}
+          restore-keys: |
+            ${{ runner.os }}-pip-
+            ${{ runner.os }}-
+      - name: Cache node modules
+        uses: actions/cache@v2
+        env:
+          cache-name: cache-node-modules
+        with:
+          path: ~/.npm
+          key: ${{ runner.os }}-build-${{ env.cache-name }}-${{ hashFiles('**/package-lock.json') }}
+          restore-keys: |
+            ${{ runner.os }}-build-${{ env.cache-name }}-
+            ${{ runner.os }}-build-
+            ${{ runner.os }}-
+
+      - name: Get yarn cache directory path
+        id: yarn-cache-dir-path
+        run: echo "::set-output name=dir::$(yarn cache dir)"
+
+      - uses: actions/cache@v2
+        id: yarn-cache
+        with:
+          path: ${{ steps.yarn-cache-dir-path.outputs.dir }}
+          key: ${{ runner.os }}-yarn-${{ hashFiles('**/yarn.lock') }}
+          restore-keys: |
+            ${{ runner.os }}-yarn-
+
+      - name: Install
+        run: |
+          bash ${GITHUB_WORKSPACE}/.github/helper/install.sh
+        env:
+          BRANCH_TO_CLONE: ${{ env.HR_BRANCH }}
+
+
+      - name: Run Tests
+        run: cd ~/frappe-bench/ && bench --site test_site run-tests --app hrms --coverage
+        env:
+          TYPE: server
+
+      - name: Upload coverage data
+        uses: codecov/codecov-action@v2
+        with:
+          fail_ci_if_error: true
+          files: /home/runner/frappe-bench/sites/coverage.xml
+          verbose: true

.github/workflows/docs_checker.yml

@@ -0,0 +1,25 @@
+name: 'Documentation Required'
+on:
+  pull_request:
+    types: [ opened, synchronize, reopened, edited ]
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    timeout-minutes: 10
+
+    steps:
+      - name: 'Setup Environment'
+        uses: actions/setup-python@v2
+        with:
+          python-version: 3.8
+
+      - name: 'Clone repo'
+        uses: actions/checkout@v2
+
+      - name: Validate Docs
+        env:
+          PR_NUMBER: ${{ github.event.number }}
+        run: |
+          pip install requests --quiet
+          python $GITHUB_WORKSPACE/.github/helper/documentation.py $PR_NUMBER

.github/workflows/labeller.yml

@@ -0,0 +1,12 @@
+name: "Pull Request Labeler"
+on:
+  pull_request_target:
+    types: [opened, reopened]
+
+jobs:
+  triage:
+    runs-on: ubuntu-latest
+    steps:
+    - uses: actions/labeler@v4
+      with:
+        repo-token: "${{ secrets.GITHUB_TOKEN }}"

.github/workflows/linters.yml

@@ -0,0 +1,29 @@
+name: Linters
+
+on:
+  pull_request: { }
+
+jobs:
+
+  linters:
+    name: linters
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v2
+
+      - name: Set up Python 3.10
+        uses: actions/setup-python@v2
+        with:
+          python-version: '3.10'
+
+      - name: Install and Run Pre-commit
+        uses: pre-commit/action@v2.0.3
+
+      - name: Download Semgrep rules
+        run: git clone --depth 1 https://github.com/frappe/semgrep-rules.git frappe-semgrep-rules
+
+      - name: Download semgrep
+        run: pip install semgrep==0.97.0
+
+      - name: Run Semgrep rules
+        run: semgrep ci --config ./frappe-semgrep-rules/rules --config r/python.lang.correctness

.github/workflows/on_release.yml

@@ -0,0 +1,32 @@
+name: Generate Semantic Release
+on:
+  workflow_dispatch:
+  push:
+    branches:
+      - version-14
+jobs:
+  release:
+    name: Release
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout Entire Repository
+        uses: actions/checkout@v2
+        with:
+          fetch-depth: 0
+          persist-credentials: false
+      - name: Setup Node.js
+        uses: actions/setup-node@v2
+        with:
+          node-version: 18
+      - name: Setup dependencies
+        run: |
+          npm install @semantic-release/git @semantic-release/exec --no-save
+      - name: Create Release
+        env:
+          GH_TOKEN: ${{ secrets.RELEASE_TOKEN }}
+          GITHUB_TOKEN: ${{ secrets.RELEASE_TOKEN }}
+          GIT_AUTHOR_NAME: "Frappe PR Bot"
+          GIT_AUTHOR_EMAIL: "developers@frappe.io"
+          GIT_COMMITTER_NAME: "Frappe PR Bot"
+          GIT_COMMITTER_EMAIL: "developers@frappe.io"
+        run: npx semantic-release

.gitignore

@@ -0,0 +1,9 @@
+.DS_Store
+*.pyc
+*.egg-info
+*.swp
+tags
+hrms/docs/current
+node_modules/
+dist/
+__pycache__/

.mergify.yml

@@ -0,0 +1,56 @@
+pull_request_rules:
+  - name: Auto-close PRs on stable branch
+    conditions:
+      - and:
+          - author!=ruchamahabal
+          - author!=saurabh6790
+          - author!=frappe-pr-bot
+          - author!=mergify[bot]
+          - base=version-14
+    actions:
+      close:
+      comment:
+          message: |
+            @{{author}}, thanks for the contribution, but we do not accept pull requests on a stable branch. Please raise PR on an appropriate hotfix branch or the develop branch.
+
+  - name: Automatic merge on CI success and review
+    conditions:
+      - label!=dont-merge
+      - label!=squash
+      - "#approved-reviews-by>=1"
+    actions:
+      merge:
+        method: merge
+
+  - name: Automatic squash on CI success and review
+    conditions:
+      - label!=dont-merge
+      - label=squash
+      - "#approved-reviews-by>=1"
+    actions:
+      merge:
+        method: squash
+        commit_message_template: |
+            {{ title }} (#{{ number }})
+
+            {{ body }}
+
+  - name: backport to develop
+    conditions:
+      - label="backport develop"
+    actions:
+      backport:
+        branches:
+          - develop
+        assignees:
+          - "{{ author }}"
+
+  - name: backport to version-14-hotfix
+    conditions:
+      - label="backport version-14-hotfix"
+    actions:
+      backport:
+        branches:
+          - version-14-hotfix
+        assignees:
+          - "{{ author }}"

.pre-commit-config.yaml

@@ -0,0 +1,44 @@
+exclude: 'node_modules|.git'
+default_stages: [commit]
+fail_fast: false
+
+
+repos:
+  - repo: https://github.com/pre-commit/pre-commit-hooks
+    rev: v4.0.1
+    hooks:
+      - id: trailing-whitespace
+        files: "hrms.*"
+        exclude: ".*json$|.*txt$|.*csv|.*md"
+      - id: check-yaml
+      - id: no-commit-to-branch
+        args: ['--branch', 'develop']
+      - id: check-merge-conflict
+      - id: check-ast
+
+  - repo: https://github.com/PyCQA/flake8
+    rev: 5.0.4
+    hooks:
+      - id: flake8
+        additional_dependencies: [
+          'flake8-bugbear',
+        ]
+        args: ['--config', '.github/helper/.flake8_strict']
+        exclude: ".*setup.py$"
+
+  - repo: https://github.com/adityahase/black
+    rev: 9cb0a69f4d0030cdf687eddf314468b39ed54119
+    hooks:
+      - id: black
+        additional_dependencies: ['click==8.0.4']
+
+  - repo: https://github.com/PyCQA/isort
+    rev: 5.12.0
+    hooks:
+      - id: isort
+        exclude: ".*setup.py$"
+
+ci:
+    autoupdate_schedule: weekly
+    skip: []
+    submodules: false

.releaserc

@@ -0,0 +1,24 @@
+{
+	"branches": ["version-14"],
+	"plugins": [
+		"@semantic-release/commit-analyzer", {
+			"preset": "angular",
+			"releaseRules": [
+				{"breaking": true, "release": false}
+			]
+		},
+		"@semantic-release/release-notes-generator",
+		[
+			"@semantic-release/exec", {
+				"prepareCmd": 'sed -ir "s/[0-9]*\.[0-9]*\.[0-9]*/${nextRelease.version}/" hrms/__init__.py'
+			}
+		],
+		[
+			"@semantic-release/git", {
+				"assets": ["hrms/__init__.py"],
+				"message": "chore(release): Bumped to Version ${nextRelease.version}\n\n${nextRelease.notes}"
+			}
+		],
+		"@semantic-release/github"
+	]
+}

.semgrepignore

@@ -0,0 +1 @@
+hrms/patches/post_install/

MANIFEST.in

@@ -0,0 +1,18 @@
+include MANIFEST.in
+include requirements.txt
+include *.json
+include *.md
+include *.py
+include *.txt
+recursive-include hrms *.css
+recursive-include hrms *.csv
+recursive-include hrms *.html
+recursive-include hrms *.ico
+recursive-include hrms *.js
+recursive-include hrms *.json
+recursive-include hrms *.md
+recursive-include hrms *.png
+recursive-include hrms *.py
+recursive-include hrms *.svg
+recursive-include hrms *.txt
+recursive-exclude hrms *.pyc

README.md

@@ -0,0 +1,66 @@
+<div align="center" markdown="1">
+<img src=".github/frappe-hr-logo.png" alt="Frappe HR logo" width="170" style="max-width: 100%;"/>
+
+Open Source, modern, and easy-to-use HR and Payroll Software for all organizations.
+
+[![CI](https://github.com/frappe/hrms/actions/workflows/ci.yml/badge.svg?branch=develop)](https://github.com/frappe/hrms/actions/workflows/ci.yml)
+[![codecov](https://codecov.io/gh/frappe/hrms/branch/develop/graph/badge.svg?token=0TwvyUg3I5)](https://codecov.io/gh/frappe/hrms)
+
+
+[https://frappehr.com](https://frappehr.com)
+
+</div>
+
+## Introduction
+
+Frappe HR has everything you need to drive excellence within the company. It's a complete HRMS solution with over 13 different modules right from Employee Management, Onboarding, Leaves, to Payroll, Taxation, and more!
+
+![HRMS](hrms.png)
+
+## Key Features
+
+- Employee Management
+- Employee Lifecycle
+- Leave and Attendance
+- Shift Management
+- Expense Claims and Advances
+- Hiring
+- Performance Management
+- Fleet Management
+- Training
+- Payroll
+- Taxation
+- Compensation
+- Analytics
+
+## Installation
+
+1. [Install bench](https://github.com/frappe/bench).
+2. [Install ERPNext](https://github.com/frappe/bench#installation).
+3. Once ERPNext is installed, add the hrms app to your bench by running
+
+	```sh
+	$ bench get-app hrms
+	```
+4. After that, you can install the hrms app on the required site by running
+	```sh
+	$ bench --site sitename install-app hrms
+	```
+
+
+## Learning and Community
+
+1. [Documentation](https://frappehr.com/docs) - Extensive documentation for Frappe HR.
+2. [User Forum](https://discuss.erpnext.com/) - Engage with the community of ERPNext users and service providers.
+3. [Telegram Group](https://t.me/frappehr) - Get instant help from the community of users.
+
+## Contribute
+
+1. [Issue Guidelines](https://github.com/frappe/erpnext/wiki/Issue-Guidelines) - [Create an issue](https://github.com/frappe/hrms/issues/new)
+1. [Contribution Guidelines](https://github.com/frappe/erpnext/wiki/Contribution-Guidelines)
+
+## License
+
+GNU GPL V3. (See [license.txt](license.txt) for more information).
+
+The HR code is licensed as GNU General Public License (v3) and the copyright is owned by Frappe Technologies Pvt Ltd (Frappe) and Contributors.

codecov.yml

@@ -0,0 +1,24 @@
+codecov:
+  require_ci_to_pass: yes
+
+coverage:
+  status:
+    project:
+      default:
+        target: auto
+        threshold: 0.5%
+
+    patch:
+      default:
+        target: 85%
+        threshold: 0%
+        base: auto
+        branches:
+          - develop
+        if_ci_failed: ignore
+        only_pulls: true
+
+comment:
+  layout: "diff, files"
+  require_changes: true
+

hrms/__init__.py

@@ -0,0 +1 @@
+__version__ = "14.3.0"

hrms/config/desktop.py

@@ -0,0 +1,5 @@
+from frappe import _
+
+
+def get_data():
+	return [{"module_name": "HRMS", "type": "module", "label": _("HRMS")}]

hrms/config/docs.py

@@ -0,0 +1,11 @@
+"""
+Configuration for docs
+"""
+
+# source_link = "https://github.com/[org_name]/hrms"
+# headline = "App that does everything"
+# sub_heading = "Yes, you got that right the first time, everything"
+
+
+def get_context(context):
+	context.brand_html = "HRMS"

hrms/controllers/employee_boarding_controller.py

@@ -0,0 +1,198 @@
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import frappe
+from frappe import _
+from frappe.desk.form import assign_to
+from frappe.model.document import Document
+from frappe.utils import add_days, flt, unique
+
+from erpnext.setup.doctype.employee.employee import get_holiday_list_for_employee
+from erpnext.setup.doctype.holiday_list.holiday_list import is_holiday
+
+
+class EmployeeBoardingController(Document):
+	"""
+	Create the project and the task for the boarding process
+	Assign to the concerned person and roles as per the onboarding/separation template
+	"""
+
+	def validate(self):
+		# remove the task if linked before submitting the form
+		if self.amended_from:
+			for activity in self.activities:
+				activity.task = ""
+
+	def on_submit(self):
+		# create the project for the given employee onboarding
+		project_name = _(self.doctype) + " : "
+		if self.doctype == "Employee Onboarding":
+			project_name += self.job_applicant
+		else:
+			project_name += self.employee
+
+		project = frappe.get_doc(
+			{
+				"doctype": "Project",
+				"project_name": project_name,
+				"expected_start_date": self.date_of_joining
+				if self.doctype == "Employee Onboarding"
+				else self.resignation_letter_date,
+				"department": self.department,
+				"company": self.company,
+			}
+		).insert(ignore_permissions=True, ignore_mandatory=True)
+
+		self.db_set("project", project.name)
+		self.db_set("boarding_status", "Pending")
+		self.reload()
+		self.create_task_and_notify_user()
+
+	def create_task_and_notify_user(self):
+		# create the task for the given project and assign to the concerned person
+		holiday_list = self.get_holiday_list()
+
+		for activity in self.activities:
+			if activity.task:
+				continue
+
+			dates = self.get_task_dates(activity, holiday_list)
+
+			task = frappe.get_doc(
+				{
+					"doctype": "Task",
+					"project": self.project,
+					"subject": activity.activity_name + " : " + self.employee_name,
+					"description": activity.description,
+					"department": self.department,
+					"company": self.company,
+					"task_weight": activity.task_weight,
+					"exp_start_date": dates[0],
+					"exp_end_date": dates[1],
+				}
+			).insert(ignore_permissions=True)
+			activity.db_set("task", task.name)
+
+			users = [activity.user] if activity.user else []
+			if activity.role:
+				user_list = frappe.db.sql_list(
+					"""
+					SELECT
+						DISTINCT(has_role.parent)
+					FROM
+						`tabHas Role` has_role
+							LEFT JOIN `tabUser` user
+								ON has_role.parent = user.name
+					WHERE
+						has_role.parenttype = 'User'
+							AND user.enabled = 1
+							AND has_role.role = %s
+				""",
+					activity.role,
+				)
+				users = unique(users + user_list)
+
+				if "Administrator" in users:
+					users.remove("Administrator")
+
+			# assign the task the users
+			if users:
+				self.assign_task_to_users(task, users)
+
+	def get_holiday_list(self):
+		if self.doctype == "Employee Separation":
+			return get_holiday_list_for_employee(self.employee)
+		else:
+			if self.employee:
+				return get_holiday_list_for_employee(self.employee)
+			else:
+				if not self.holiday_list:
+					frappe.throw(_("Please set the Holiday List."), frappe.MandatoryError)
+				else:
+					return self.holiday_list
+
+	def get_task_dates(self, activity, holiday_list):
+		start_date = end_date = None
+
+		if activity.begin_on is not None:
+			start_date = add_days(self.boarding_begins_on, activity.begin_on)
+			start_date = self.update_if_holiday(start_date, holiday_list)
+
+			if activity.duration is not None:
+				end_date = add_days(self.boarding_begins_on, activity.begin_on + activity.duration)
+				end_date = self.update_if_holiday(end_date, holiday_list)
+
+		return [start_date, end_date]
+
+	def update_if_holiday(self, date, holiday_list):
+		while is_holiday(holiday_list, date):
+			date = add_days(date, 1)
+		return date
+
+	def assign_task_to_users(self, task, users):
+		for user in users:
+			args = {
+				"assign_to": [user],
+				"doctype": task.doctype,
+				"name": task.name,
+				"description": task.description or task.subject,
+				"notify": self.notify_users_by_email,
+			}
+			assign_to.add(args)
+
+	def on_cancel(self):
+		# delete task 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", 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):
+	return frappe.get_all(
+		"Employee Boarding Activity",
+		fields=[
+			"activity_name",
+			"role",
+			"user",
+			"required_for_employee_creation",
+			"description",
+			"task_weight",
+			"begin_on",
+			"duration",
+		],
+		filters={"parent": parent, "parenttype": parenttype},
+		order_by="idx",
+	)
+
+
+def update_employee_boarding_status(project, event=None):
+	employee_onboarding = frappe.db.exists("Employee Onboarding", {"project": project.name})
+	employee_separation = frappe.db.exists("Employee Separation", {"project": project.name})
+
+	if not (employee_onboarding or employee_separation):
+		return
+
+	status = "Pending"
+	if flt(project.percent_complete) > 0.0 and flt(project.percent_complete) < 100.0:
+		status = "In Process"
+	elif flt(project.percent_complete) == 100.0:
+		status = "Completed"
+
+	if employee_onboarding:
+		frappe.db.set_value("Employee Onboarding", employee_onboarding, "boarding_status", status)
+	elif employee_separation:
+		frappe.db.set_value("Employee Separation", employee_separation, "boarding_status", status)
+
+
+def update_task(task, event=None):
+	if task.project and not task.flags.from_project:
+		update_employee_boarding_status(frappe.get_cached_doc("Project", task.project))

hrms/controllers/employee_reminders.py

@@ -0,0 +1,275 @@
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import frappe
+from frappe import _
+from frappe.utils import add_days, add_months, comma_sep, getdate, today
+
+from erpnext.setup.doctype.employee.employee import get_all_employee_emails, get_employee_email
+
+from hrms.hr.utils import get_holidays_for_employee
+
+
+# -----------------
+# HOLIDAY REMINDERS
+# -----------------
+def send_reminders_in_advance_weekly():
+	to_send_in_advance = int(frappe.db.get_single_value("HR Settings", "send_holiday_reminders"))
+	frequency = frappe.db.get_single_value("HR Settings", "frequency")
+	if not (to_send_in_advance and frequency == "Weekly"):
+		return
+
+	send_advance_holiday_reminders("Weekly")
+
+
+def send_reminders_in_advance_monthly():
+	to_send_in_advance = int(frappe.db.get_single_value("HR Settings", "send_holiday_reminders"))
+	frequency = frappe.db.get_single_value("HR Settings", "frequency")
+	if not (to_send_in_advance and frequency == "Monthly"):
+		return
+
+	send_advance_holiday_reminders("Monthly")
+
+
+def send_advance_holiday_reminders(frequency):
+	"""Send Holiday Reminders in Advance to Employees
+	`frequency` (str): 'Weekly' or 'Monthly'
+	"""
+	if frequency == "Weekly":
+		start_date = getdate()
+		end_date = add_days(getdate(), 7)
+	elif frequency == "Monthly":
+		# Sent on 1st of every month
+		start_date = getdate()
+		end_date = add_months(getdate(), 1)
+	else:
+		return
+
+	employees = frappe.db.get_all("Employee", filters={"status": "Active"}, pluck="name")
+	for employee in employees:
+		holidays = get_holidays_for_employee(
+			employee, start_date, end_date, only_non_weekly=True, raise_exception=False
+		)
+
+		send_holidays_reminder_in_advance(employee, holidays)
+
+
+def send_holidays_reminder_in_advance(employee, holidays):
+	if not holidays:
+		return
+
+	employee_doc = frappe.get_doc("Employee", employee)
+	employee_email = get_employee_email(employee_doc)
+	frequency = frappe.db.get_single_value("HR Settings", "frequency")
+
+	email_header = _("Holidays this Month.") if frequency == "Monthly" else _("Holidays this Week.")
+	frappe.sendmail(
+		recipients=[employee_email],
+		subject=_("Upcoming Holidays Reminder"),
+		template="holiday_reminder",
+		args=dict(
+			reminder_text=_("Hey {}! This email is to remind you about the upcoming holidays.").format(
+				employee_doc.get("first_name")
+			),
+			message=_("Below is the list of upcoming holidays for you:"),
+			advance_holiday_reminder=True,
+			holidays=holidays,
+			frequency=frequency[:-2],
+		),
+		header=email_header,
+	)
+
+
+# ------------------
+# BIRTHDAY REMINDERS
+# ------------------
+def send_birthday_reminders():
+	"""Send Employee birthday reminders if no 'Stop Birthday Reminders' is not set."""
+	to_send = int(frappe.db.get_single_value("HR Settings", "send_birthday_reminders"))
+	if not to_send:
+		return
+
+	employees_born_today = get_employees_who_are_born_today()
+
+	for company, birthday_persons in employees_born_today.items():
+		employee_emails = get_all_employee_emails(company)
+		birthday_person_emails = [get_employee_email(doc) for doc in birthday_persons]
+		recipients = list(set(employee_emails) - set(birthday_person_emails))
+
+		reminder_text, message = get_birthday_reminder_text_and_message(birthday_persons)
+		send_birthday_reminder(recipients, reminder_text, birthday_persons, message)
+
+		if len(birthday_persons) > 1:
+			# special email for people sharing birthdays
+			for person in birthday_persons:
+				person_email = person["user_id"] or person["personal_email"] or person["company_email"]
+				others = [d for d in birthday_persons if d != person]
+				reminder_text, message = get_birthday_reminder_text_and_message(others)
+				send_birthday_reminder(person_email, reminder_text, others, message)
+
+
+def get_birthday_reminder_text_and_message(birthday_persons):
+	if len(birthday_persons) == 1:
+		birthday_person_text = birthday_persons[0]["name"]
+	else:
+		# converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
+		person_names = [d["name"] for d in birthday_persons]
+		birthday_person_text = comma_sep(person_names, frappe._("{0} & {1}"), False)
+
+	reminder_text = _("Today is {0}'s birthday 🎉").format(birthday_person_text)
+	message = _("A friendly reminder of an important date for our team.")
+	message += "<br>"
+	message += _("Everyone, let’s congratulate {0} on their birthday.").format(birthday_person_text)
+
+	return reminder_text, message
+
+
+def send_birthday_reminder(recipients, reminder_text, birthday_persons, message):
+	frappe.sendmail(
+		recipients=recipients,
+		subject=_("Birthday Reminder"),
+		template="birthday_reminder",
+		args=dict(
+			reminder_text=reminder_text,
+			birthday_persons=birthday_persons,
+			message=message,
+		),
+		header=_("Birthday Reminder 🎂"),
+	)
+
+
+def get_employees_who_are_born_today():
+	"""Get all employee born today & group them based on their company"""
+	return get_employees_having_an_event_today("birthday")
+
+
+def get_employees_having_an_event_today(event_type):
+	"""Get all employee who have `event_type` today
+	& group them based on their company. `event_type`
+	can be `birthday` or `work_anniversary`"""
+
+	from collections import defaultdict
+
+	# Set column based on event type
+	if event_type == "birthday":
+		condition_column = "date_of_birth"
+	elif event_type == "work_anniversary":
+		condition_column = "date_of_joining"
+	else:
+		return
+
+	employees_born_today = frappe.db.multisql(
+		{
+			"mariadb": f"""
+			SELECT `personal_email`, `company`, `company_email`, `user_id`, `employee_name` AS 'name', `image`, `date_of_joining`
+			FROM `tabEmployee`
+			WHERE
+				DAY({condition_column}) = DAY(%(today)s)
+			AND
+				MONTH({condition_column}) = MONTH(%(today)s)
+			AND
+				YEAR({condition_column}) < YEAR(%(today)s)
+			AND
+				`status` = 'Active'
+		""",
+			"postgres": f"""
+			SELECT "personal_email", "company", "company_email", "user_id", "employee_name" AS 'name', "image"
+			FROM "tabEmployee"
+			WHERE
+				DATE_PART('day', {condition_column}) = date_part('day', %(today)s)
+			AND
+				DATE_PART('month', {condition_column}) = date_part('month', %(today)s)
+			AND
+				DATE_PART('year', {condition_column}) < date_part('year', %(today)s)
+			AND
+				"status" = 'Active'
+		""",
+		},
+		dict(today=today(), condition_column=condition_column),
+		as_dict=1,
+	)
+
+	grouped_employees = defaultdict(lambda: [])
+
+	for employee_doc in employees_born_today:
+		grouped_employees[employee_doc.get("company")].append(employee_doc)
+
+	return grouped_employees
+
+
+# --------------------------
+# WORK ANNIVERSARY REMINDERS
+# --------------------------
+def send_work_anniversary_reminders():
+	"""Send Employee Work Anniversary Reminders if 'Send Work Anniversary Reminders' is checked"""
+	to_send = int(frappe.db.get_single_value("HR Settings", "send_work_anniversary_reminders"))
+	if not to_send:
+		return
+
+	employees_joined_today = get_employees_having_an_event_today("work_anniversary")
+
+	for company, anniversary_persons in employees_joined_today.items():
+		employee_emails = get_all_employee_emails(company)
+		anniversary_person_emails = [get_employee_email(doc) for doc in anniversary_persons]
+		recipients = list(set(employee_emails) - set(anniversary_person_emails))
+
+		reminder_text, message = get_work_anniversary_reminder_text_and_message(anniversary_persons)
+		send_work_anniversary_reminder(recipients, reminder_text, anniversary_persons, message)
+
+		if len(anniversary_persons) > 1:
+			# email for people sharing work anniversaries
+			for person in anniversary_persons:
+				person_email = person["user_id"] or person["personal_email"] or person["company_email"]
+				others = [d for d in anniversary_persons if d != person]
+				reminder_text, message = get_work_anniversary_reminder_text_and_message(others)
+				send_work_anniversary_reminder(person_email, reminder_text, others, message)
+
+
+def get_work_anniversary_reminder_text_and_message(anniversary_persons):
+	if len(anniversary_persons) == 1:
+		anniversary_person = anniversary_persons[0]["name"]
+		persons_name = anniversary_person
+		# Number of years completed at the company
+		completed_years = getdate().year - anniversary_persons[0]["date_of_joining"].year
+		anniversary_person += f" completed {get_pluralized_years(completed_years)}"
+	else:
+		person_names_with_years = []
+		names = []
+		for person in anniversary_persons:
+			person_text = person["name"]
+			names.append(person_text)
+			# Number of years completed at the company
+			completed_years = getdate().year - person["date_of_joining"].year
+			person_text += f" completed {get_pluralized_years(completed_years)}"
+			person_names_with_years.append(person_text)
+
+		# converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
+		anniversary_person = comma_sep(person_names_with_years, frappe._("{0} & {1}"), False)
+		persons_name = comma_sep(names, frappe._("{0} & {1}"), False)
+
+	reminder_text = _("Today {0} at our Company! 🎉").format(anniversary_person)
+	message = _("A friendly reminder of an important date for our team.")
+	message += "<br>"
+	message += _("Everyone, let’s congratulate {0} on their work anniversary!").format(persons_name)
+
+	return reminder_text, message
+
+
+def get_pluralized_years(years):
+	if years == 1:
+		return "1 year"
+	return f"{years} years"
+
+
+def send_work_anniversary_reminder(recipients, reminder_text, anniversary_persons, message):
+	frappe.sendmail(
+		recipients=recipients,
+		subject=_("Work Anniversary Reminder"),
+		template="anniversary_reminder",
+		args=dict(
+			reminder_text=reminder_text,
+			anniversary_persons=anniversary_persons,
+			message=message,
+		),
+		header=_("Work Anniversary Reminder"),
+	)

hrms/controllers/tests/test_employee_reminders.py

@@ -0,0 +1,269 @@
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import unittest
+from datetime import timedelta
+
+import frappe
+from frappe.utils import add_months, getdate
+
+from erpnext.setup.doctype.employee.test_employee import make_employee
+
+from hrms.controllers.employee_reminders import send_holidays_reminder_in_advance
+from hrms.hr.doctype.hr_settings.hr_settings import set_proceed_with_frequency_change
+from hrms.hr.utils import get_holidays_for_employee
+
+
+class TestEmployeeReminders(unittest.TestCase):
+	@classmethod
+	def setUpClass(cls):
+		from erpnext.setup.doctype.holiday_list.test_holiday_list import make_holiday_list
+
+		# Create a test holiday list
+		test_holiday_dates = cls.get_test_holiday_dates()
+		test_holiday_list = make_holiday_list(
+			"TestHolidayRemindersList",
+			holiday_dates=[
+				{"holiday_date": test_holiday_dates[0], "description": "test holiday1"},
+				{"holiday_date": test_holiday_dates[1], "description": "test holiday2"},
+				{"holiday_date": test_holiday_dates[2], "description": "test holiday3", "weekly_off": 1},
+				{"holiday_date": test_holiday_dates[3], "description": "test holiday4"},
+				{"holiday_date": test_holiday_dates[4], "description": "test holiday5"},
+				{"holiday_date": test_holiday_dates[5], "description": "test holiday6"},
+			],
+			from_date=getdate() - timedelta(days=10),
+			to_date=getdate() + timedelta(weeks=5),
+		)
+
+		# Create a test employee
+		test_employee = frappe.get_doc(
+			"Employee", make_employee("test@gopher.io", company="_Test Company")
+		)
+
+		# Attach the holiday list to employee
+		test_employee.holiday_list = test_holiday_list.name
+		test_employee.save()
+
+		# Attach to class
+		cls.test_employee = test_employee
+		cls.test_holiday_dates = test_holiday_dates
+
+		# Employee without holidays in this month/week
+		test_employee_2 = make_employee("test@empwithoutholiday.io", company="_Test Company")
+		test_employee_2 = frappe.get_doc("Employee", test_employee_2)
+
+		test_holiday_list = make_holiday_list(
+			"TestHolidayRemindersList2",
+			holiday_dates=[
+				{"holiday_date": add_months(getdate(), 1), "description": "test holiday1"},
+			],
+			from_date=add_months(getdate(), -2),
+			to_date=add_months(getdate(), 2),
+		)
+		test_employee_2.holiday_list = test_holiday_list.name
+		test_employee_2.save()
+
+		cls.test_employee_2 = test_employee_2
+		cls.holiday_list_2 = test_holiday_list
+
+	@classmethod
+	def get_test_holiday_dates(cls):
+		today_date = getdate()
+		return [
+			today_date,
+			today_date - timedelta(days=4),
+			today_date - timedelta(days=3),
+			today_date + timedelta(days=1),
+			today_date + timedelta(days=3),
+			today_date + timedelta(weeks=3),
+		]
+
+	def setUp(self):
+		# Clear Email Queue
+		frappe.db.sql("delete from `tabEmail Queue`")
+		frappe.db.sql("delete from `tabEmail Queue Recipient`")
+
+	def test_is_holiday(self):
+		from erpnext.setup.doctype.employee.employee import is_holiday
+
+		self.assertTrue(is_holiday(self.test_employee.name))
+		self.assertTrue(is_holiday(self.test_employee.name, date=self.test_holiday_dates[1]))
+		self.assertFalse(is_holiday(self.test_employee.name, date=getdate() - timedelta(days=1)))
+
+		# Test weekly_off holidays
+		self.assertTrue(is_holiday(self.test_employee.name, date=self.test_holiday_dates[2]))
+		self.assertFalse(
+			is_holiday(self.test_employee.name, date=self.test_holiday_dates[2], only_non_weekly=True)
+		)
+
+		# Test with descriptions
+		has_holiday, descriptions = is_holiday(self.test_employee.name, with_description=True)
+		self.assertTrue(has_holiday)
+		self.assertTrue("test holiday1" in descriptions)
+
+	def test_birthday_reminders(self):
+		employee = frappe.get_doc(
+			"Employee", frappe.db.sql_list("select name from tabEmployee limit 1")[0]
+		)
+		employee.date_of_birth = "1992" + frappe.utils.nowdate()[4:]
+		employee.company_email = "test@example.com"
+		employee.company = "_Test Company"
+		employee.save()
+
+		from hrms.controllers.employee_reminders import (
+			get_employees_who_are_born_today,
+			send_birthday_reminders,
+		)
+
+		employees_born_today = get_employees_who_are_born_today()
+		self.assertTrue(employees_born_today.get("_Test Company"))
+
+		hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+		hr_settings.send_birthday_reminders = 1
+		hr_settings.save()
+
+		send_birthday_reminders()
+
+		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+		self.assertTrue("Subject: Birthday Reminder" in email_queue[0].message)
+
+	def test_work_anniversary_reminders(self):
+		from hrms.controllers.employee_reminders import (
+			get_employees_having_an_event_today,
+			send_work_anniversary_reminders,
+		)
+
+		emp = make_employee(
+			"test_emp_work_anniversary@gmail.com",
+			company="_Test Company",
+			date_of_joining=frappe.utils.add_years(getdate(), -2),
+		)
+
+		employees_having_work_anniversary = get_employees_having_an_event_today("work_anniversary")
+		employees = employees_having_work_anniversary.get("_Test Company") or []
+		user_ids = []
+		for entry in employees:
+			user_ids.append(entry.user_id)
+
+		self.assertTrue("test_emp_work_anniversary@gmail.com" in user_ids)
+
+		hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+		hr_settings.send_work_anniversary_reminders = 1
+		hr_settings.save()
+
+		send_work_anniversary_reminders()
+
+		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+		self.assertTrue("Subject: Work Anniversary Reminder" in email_queue[0].message)
+
+	def test_work_anniversary_reminder_not_sent_for_0_years(self):
+		make_employee(
+			"test_work_anniversary_2@gmail.com",
+			date_of_joining=getdate(),
+			company="_Test Company",
+		)
+
+		from hrms.controllers.employee_reminders import get_employees_having_an_event_today
+
+		employees_having_work_anniversary = get_employees_having_an_event_today("work_anniversary")
+		employees = employees_having_work_anniversary.get("_Test Company") or []
+		user_ids = []
+		for entry in employees:
+			user_ids.append(entry.user_id)
+
+		self.assertTrue("test_work_anniversary_2@gmail.com" not in user_ids)
+
+	def test_send_holidays_reminder_in_advance(self):
+		setup_hr_settings("Weekly")
+
+		holidays = get_holidays_for_employee(
+			self.test_employee.get("name"),
+			getdate(),
+			getdate() + timedelta(days=3),
+			only_non_weekly=True,
+			raise_exception=False,
+		)
+
+		send_holidays_reminder_in_advance(self.test_employee.get("name"), holidays)
+
+		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+		self.assertEqual(len(email_queue), 1)
+		self.assertTrue("Holidays this Week." in email_queue[0].message)
+
+	def test_advance_holiday_reminders_monthly(self):
+		from hrms.controllers.employee_reminders import send_reminders_in_advance_monthly
+
+		setup_hr_settings("Monthly")
+
+		# disable emp 2, set same holiday list
+		frappe.db.set_value(
+			"Employee",
+			self.test_employee_2.name,
+			{"status": "Left", "holiday_list": self.test_employee.holiday_list},
+		)
+
+		send_reminders_in_advance_monthly()
+		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+		self.assertTrue(len(email_queue) > 0)
+
+		# even though emp 2 has holiday, non-active employees should not be recipients
+		recipients = frappe.db.get_all("Email Queue Recipient", pluck="recipient")
+		self.assertTrue(self.test_employee_2.user_id not in recipients)
+
+		# teardown: enable emp 2
+		frappe.db.set_value(
+			"Employee",
+			self.test_employee_2.name,
+			{"status": "Active", "holiday_list": self.holiday_list_2.name},
+		)
+
+	def test_advance_holiday_reminders_weekly(self):
+		from hrms.controllers.employee_reminders import send_reminders_in_advance_weekly
+
+		setup_hr_settings("Weekly")
+
+		# disable emp 2, set same holiday list
+		frappe.db.set_value(
+			"Employee",
+			self.test_employee_2.name,
+			{"status": "Left", "holiday_list": self.test_employee.holiday_list},
+		)
+
+		send_reminders_in_advance_weekly()
+		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+		self.assertTrue(len(email_queue) > 0)
+
+		# even though emp 2 has holiday, non-active employees should not be recipients
+		recipients = frappe.db.get_all("Email Queue Recipient", pluck="recipient")
+		self.assertTrue(self.test_employee_2.user_id not in recipients)
+
+		# teardown: enable emp 2
+		frappe.db.set_value(
+			"Employee",
+			self.test_employee_2.name,
+			{"status": "Active", "holiday_list": self.holiday_list_2.name},
+		)
+
+	def test_reminder_not_sent_if_no_holdays(self):
+		setup_hr_settings("Monthly")
+
+		# reminder not sent if there are no holidays
+		holidays = get_holidays_for_employee(
+			self.test_employee_2.get("name"),
+			getdate(),
+			getdate() + timedelta(days=3),
+			only_non_weekly=True,
+			raise_exception=False,
+		)
+		send_holidays_reminder_in_advance(self.test_employee_2.get("name"), holidays)
+		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+		self.assertEqual(len(email_queue), 0)
+
+
+def setup_hr_settings(frequency=None):
+	# Get HR settings and enable advance holiday reminders
+	hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+	hr_settings.send_holiday_reminders = 1
+	set_proceed_with_frequency_change()
+	hr_settings.frequency = frequency or "Weekly"
+	hr_settings.save()

hrms/hooks.py

@@ -0,0 +1,308 @@
+app_name = "hrms"
+app_title = "Frappe HR"
+app_publisher = "Frappe Technologies Pvt. Ltd."
+app_description = "Modern HR and Payroll Software"
+app_email = "contact@frappe.io"
+app_license = "GNU General Public License (v3)"
+required_apps = ["erpnext"]
+
+
+# Includes in <head>
+# ------------------
+
+# include js, css files in header of desk.html
+# app_include_css = "/assets/hrms/css/hrms.css"
+app_include_js = [
+	"hrms.bundle.js",
+	"performance.bundle.js",
+]
+app_include_css = "hrms.bundle.css"
+
+# website
+
+# include js, css files in header of web template
+# web_include_css = "/assets/hrms/css/hrms.css"
+# web_include_js = "/assets/hrms/js/hrms.js"
+
+# include custom scss in every website theme (without file extension ".scss")
+# website_theme_scss = "hrms/public/scss/website"
+
+# include js, css files in header of web form
+# webform_include_js = {"doctype": "public/js/doctype.js"}
+# webform_include_css = {"doctype": "public/css/doctype.css"}
+
+# include js in page
+# page_js = {"page" : "public/js/file.js"}
+
+# include js in doctype views
+doctype_js = {
+	"Employee": "public/js/erpnext/employee.js",
+	"Company": "public/js/erpnext/company.js",
+	"Department": "public/js/erpnext/department.js",
+	"Timesheet": "public/js/erpnext/timesheet.js",
+	"Payment Entry": "public/js/erpnext/payment_entry.js",
+	"Journal Entry": "public/js/erpnext/journal_entry.js",
+	"Delivery Trip": "public/js/erpnext/deliver_trip.js",
+	"Bank Transaction": "public/js/erpnext/bank_transaction.js",
+}
+# doctype_list_js = {"doctype" : "public/js/doctype_list.js"}
+# doctype_tree_js = {"doctype" : "public/js/doctype_tree.js"}
+# doctype_calendar_js = {"doctype" : "public/js/doctype_calendar.js"}
+
+# Home Pages
+# ----------
+
+# application home page (will override Website Settings)
+# home_page = "login"
+
+# website user home page (by Role)
+# role_home_page = {
+# 	"Role": "home_page"
+# }
+
+# Generators
+# ----------
+
+# automatically create page for each record of this doctype
+website_generators = ["Job Opening"]
+
+website_route_rules = [
+	{"from_route": "/jobs", "to_route": "Job Opening"},
+]
+# Jinja
+# ----------
+
+# add methods and filters to jinja environment
+jinja = {
+	"methods": [
+		"hrms.utils.get_country",
+	],
+}
+
+# Installation
+# ------------
+
+# before_install = "hrms.install.before_install"
+after_install = "hrms.install.after_install"
+after_migrate = "hrms.setup.update_select_perm_after_install"
+
+# Uninstallation
+# ------------
+
+before_uninstall = "hrms.uninstall.before_uninstall"
+# after_uninstall = "hrms.uninstall.after_uninstall"
+
+# Desk Notifications
+# ------------------
+# See frappe.core.notifications.get_notification_config
+
+# notification_config = "hrms.notifications.get_notification_config"
+
+# Permissions
+# -----------
+# Permissions evaluated in scripted ways
+
+# permission_query_conditions = {
+# 	"Event": "frappe.desk.doctype.event.event.get_permission_query_conditions",
+# }
+#
+# has_permission = {
+# 	"Event": "frappe.desk.doctype.event.event.has_permission",
+# }
+
+has_upload_permission = {
+	"Employee": "erpnext.setup.doctype.employee.employee.has_upload_permission"
+}
+
+# DocType Class
+# ---------------
+# Override standard doctype classes
+
+override_doctype_class = {
+	"Employee": "hrms.overrides.employee_master.EmployeeMaster",
+	"Timesheet": "hrms.overrides.employee_timesheet.EmployeeTimesheet",
+	"Payment Entry": "hrms.overrides.employee_payment_entry.EmployeePaymentEntry",
+	"Project": "hrms.overrides.employee_project.EmployeeProject",
+}
+
+# Document Events
+# ---------------
+# Hook on document methods and events
+
+doc_events = {
+	"User": {
+		"validate": "erpnext.setup.doctype.employee.employee.validate_employee_role",
+		"on_update": "erpnext.setup.doctype.employee.employee.update_user_permissions",
+	},
+	"Company": {
+		"validate": "hrms.overrides.company.validate_default_accounts",
+		"on_update": [
+			"hrms.overrides.company.make_company_fixtures",
+			"hrms.overrides.company.set_default_hr_accounts",
+		],
+	},
+	"Timesheet": {"validate": "hrms.hr.utils.validate_active_employee"},
+	"Payment Entry": {
+		"on_submit": "hrms.hr.doctype.expense_claim.expense_claim.update_payment_for_expense_claim",
+		"on_cancel": "hrms.hr.doctype.expense_claim.expense_claim.update_payment_for_expense_claim",
+		"on_update_after_submit": "hrms.hr.doctype.expense_claim.expense_claim.update_payment_for_expense_claim",
+	},
+	"Journal Entry": {
+		"validate": "hrms.hr.doctype.expense_claim.expense_claim.validate_expense_claim_in_jv",
+		"on_submit": [
+			"hrms.hr.doctype.expense_claim.expense_claim.update_payment_for_expense_claim",
+			"hrms.hr.doctype.full_and_final_statement.full_and_final_statement.update_full_and_final_statement_status",
+		],
+		"on_update_after_submit": "hrms.hr.doctype.expense_claim.expense_claim.update_payment_for_expense_claim",
+		"on_cancel": [
+			"hrms.hr.doctype.expense_claim.expense_claim.update_payment_for_expense_claim",
+			"hrms.payroll.doctype.salary_slip.salary_slip.unlink_ref_doc_from_salary_slip",
+			"hrms.hr.doctype.full_and_final_statement.full_and_final_statement.update_full_and_final_statement_status",
+		],
+	},
+	"Loan": {"validate": "hrms.hr.utils.validate_loan_repay_from_salary"},
+	"Employee": {
+		"validate": "hrms.overrides.employee_master.validate_onboarding_process",
+		"on_update": "hrms.overrides.employee_master.update_approver_role",
+		"on_trash": "hrms.overrides.employee_master.update_employee_transfer",
+	},
+	"Project": {
+		"validate": "hrms.controllers.employee_boarding_controller.update_employee_boarding_status"
+	},
+	"Task": {"on_update": "hrms.controllers.employee_boarding_controller.update_task"},
+}
+
+# Scheduled Tasks
+# ---------------
+
+scheduler_events = {
+	"all": [
+		"hrms.hr.doctype.interview.interview.send_interview_reminder",
+	],
+	"hourly": [
+		"hrms.hr.doctype.daily_work_summary_group.daily_work_summary_group.trigger_emails",
+	],
+	"hourly_long": [
+		"hrms.hr.doctype.shift_type.shift_type.process_auto_attendance_for_all_shifts",
+	],
+	"daily": [
+		"hrms.controllers.employee_reminders.send_birthday_reminders",
+		"hrms.controllers.employee_reminders.send_work_anniversary_reminders",
+		"hrms.hr.doctype.daily_work_summary_group.daily_work_summary_group.send_summary",
+		"hrms.hr.doctype.interview.interview.send_daily_feedback_reminder",
+	],
+	"daily_long": [
+		"hrms.hr.doctype.leave_ledger_entry.leave_ledger_entry.process_expired_allocation",
+		"hrms.hr.utils.generate_leave_encashment",
+		"hrms.hr.utils.allocate_earned_leaves",
+	],
+	"weekly": ["hrms.controllers.employee_reminders.send_reminders_in_advance_weekly"],
+	"monthly": ["hrms.controllers.employee_reminders.send_reminders_in_advance_monthly"],
+}
+
+advance_payment_doctypes = ["Gratuity", "Employee Advance"]
+
+invoice_doctypes = ["Expense Claim"]
+
+period_closing_doctypes = ["Payroll Entry"]
+
+accounting_dimension_doctypes = [
+	"Expense Claim",
+	"Expense Claim Detail",
+	"Expense Taxes and Charges",
+	"Payroll Entry",
+]
+
+bank_reconciliation_doctypes = ["Expense Claim"]
+
+# Testing
+# -------
+
+before_tests = "hrms.utils.before_tests"
+
+# Overriding Methods
+# -----------------------------
+
+# get matching queries for Bank Reconciliation
+get_matching_queries = "hrms.hr.utils.get_matching_queries"
+
+regional_overrides = {
+	"India": {
+		"hrms.hr.utils.calculate_annual_eligible_hra_exemption": "hrms.regional.india.utils.calculate_annual_eligible_hra_exemption",
+		"hrms.hr.utils.calculate_hra_exemption_for_period": "hrms.regional.india.utils.calculate_hra_exemption_for_period",
+	},
+}
+
+# ERPNext doctypes for Global Search
+global_search_doctypes = {
+	"Default": [
+		{"doctype": "Salary Slip", "index": 19},
+		{"doctype": "Leave Application", "index": 20},
+		{"doctype": "Expense Claim", "index": 21},
+		{"doctype": "Employee Grade", "index": 37},
+		{"doctype": "Job Opening", "index": 39},
+		{"doctype": "Job Applicant", "index": 40},
+		{"doctype": "Job Offer", "index": 41},
+		{"doctype": "Salary Structure Assignment", "index": 42},
+		{"doctype": "Appraisal", "index": 43},
+	],
+}
+
+# override_whitelisted_methods = {
+# 	"frappe.desk.doctype.event.event.get_events": "hrms.event.get_events"
+# }
+#
+# each overriding function accepts a `data` argument;
+# generated from the base implementation of the doctype dashboard,
+# along with any modifications made in other Frappe apps
+override_doctype_dashboards = {
+	"Employee": "hrms.overrides.dashboard_overrides.get_dashboard_for_employee",
+	"Holiday List": "hrms.overrides.dashboard_overrides.get_dashboard_for_holiday_list",
+	"Task": "hrms.overrides.dashboard_overrides.get_dashboard_for_project",
+	"Project": "hrms.overrides.dashboard_overrides.get_dashboard_for_project",
+	"Timesheet": "hrms.overrides.dashboard_overrides.get_dashboard_for_timesheet",
+}
+
+# exempt linked doctypes from being automatically cancelled
+#
+# auto_cancel_exempted_doctypes = ["Auto Repeat"]
+
+
+# User Data Protection
+# --------------------
+
+# user_data_fields = [
+# 	{
+# 		"doctype": "{doctype_1}",
+# 		"filter_by": "{filter_by}",
+# 		"redact_fields": ["{field_1}", "{field_2}"],
+# 		"partial": 1,
+# 	},
+# 	{
+# 		"doctype": "{doctype_2}",
+# 		"filter_by": "{filter_by}",
+# 		"partial": 1,
+# 	},
+# 	{
+# 		"doctype": "{doctype_3}",
+# 		"strict": False,
+# 	},
+# 	{
+# 		"doctype": "{doctype_4}"
+# 	}
+# ]
+
+# Authentication and authorization
+# --------------------------------
+
+# auth_hooks = [
+# 	"hrms.auth.validate"
+# ]
+
+# Translation
+# --------------------------------
+
+# Make link fields search translated document names for these DocTypes
+# Recommended only for DocTypes which have limited documents with untranslated names
+# For example: Role, Gender, etc.
+# translated_search_doctypes = []

hrms/hr/README.md

@@ -0,0 +1,6 @@
+Key features:
+
+- Leave and Attendance
+- Payroll
+- Appraisal
+- Expense Claim

hrms/hr/dashboard_chart/attendance_count/attendance_count.json

@@ -0,0 +1,28 @@
+{
+ "chart_name": "Attendance Count",
+ "chart_type": "Report",
+ "creation": "2020-07-22 11:56:32.730068",
+ "custom_options": "{\n\t\t\"type\": \"line\",\n\t\t\"axisOptions\": {\n\t\t\t\"shortenYAxisNumbers\": 1\n\t\t},\n\t\t\"tooltipOptions\": {}\n\t}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{\"month\":\"frappe.datetime.str_to_obj(frappe.datetime.get_today()).getMonth() + 1\",\"year\":\"frappe.datetime.str_to_obj(frappe.datetime.get_today()).getFullYear();\",\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\"}",
+ "filters_json": "{\"summarized_view\":0}",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2022-08-21 14:25:01.608941",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Attendance Count",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Monthly Attendance Sheet",
+ "roles": [],
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Line",
+ "use_report_chart": 1,
+ "y_axis": []
+}

hrms/hr/dashboard_chart/claims_by_type/claims_by_type.json

@@ -0,0 +1,33 @@
+{
+ "based_on": "",
+ "chart_name": "Claims by Type",
+ "chart_type": "Group By",
+ "creation": "2022-08-31 23:04:43.377345",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Expense Claim Detail",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[]",
+ "group_by_based_on": "expense_type",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-09-16 11:36:29.484579",
+ "modified": "2022-09-16 11:39:08.205987",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Claims by Type",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "Expense Claim",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/department_wise_employee_count/department_wise_employee_count.json

@@ -0,0 +1,30 @@
+{
+ "chart_name": "Department Wise Employee Count",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.760730",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"status\",\"=\",\"Active\",false]]",
+ "group_by_based_on": "department",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-22 14:08:17.017113",
+ "modified": "2022-08-22 14:09:19.603767",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Department Wise Employee Count",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "roles": [],
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "y_axis": []
+}

hrms/hr/dashboard_chart/department_wise_expense_claims/department_wise_expense_claims.json

@@ -0,0 +1,33 @@
+{
+ "based_on": "",
+ "chart_name": "Department wise Expense Claims",
+ "chart_type": "Group By",
+ "creation": "2022-08-31 23:06:51.144716",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Expense Claim",
+ "dynamic_filters_json": "[[\"Expense Claim\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Expense Claim\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_based_on": "department",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-09-16 12:36:29.444007",
+ "modified": "2022-09-16 11:41:32.160907",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Department wise Expense Claims",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/department_wise_openings/department_wise_openings.json

@@ -0,0 +1,31 @@
+{
+ "aggregate_function_based_on": "planned_vacancies",
+ "chart_name": "Department Wise Openings",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.849775",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Job Opening",
+ "dynamic_filters_json": "[[\"Job Opening\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Job Opening\",\"status\",\"=\",\"Open\",false]]",
+ "group_by_based_on": "department",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-21 23:19:31.637348",
+ "modified": "2022-08-20 23:22:24.707871",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Department Wise Openings",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "roles": [],
+ "time_interval": "Monthly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}

hrms/hr/dashboard_chart/department_wise_timesheet_hours/department_wise_timesheet_hours.json

@@ -0,0 +1,34 @@
+{
+ "aggregate_function_based_on": "total_hours",
+ "based_on": "",
+ "chart_name": "Department wise Timesheet Hours",
+ "chart_type": "Group By",
+ "creation": "2022-08-21 17:32:09.625319",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Timesheet",
+ "dynamic_filters_json": "[[\"Timesheet\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Timesheet\",\"start_date\",\"Timespan\",\"this month\",false],[\"Timesheet\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_based_on": "department",
+ "group_by_type": "Sum",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-21 17:56:03.184928",
+ "modified": "2022-08-21 17:57:47.234034",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Department wise Timesheet Hours",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/designation_wise_employee_count/designation_wise_employee_count.json

@@ -0,0 +1,30 @@
+{
+ "chart_name": "Designation Wise Employee Count",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.790337",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"status\",\"=\",\"Active\",false]]",
+ "group_by_based_on": "designation",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-22 12:33:54.631648",
+ "modified": "2022-08-22 12:45:29.009857",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Designation Wise Employee Count",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "roles": [],
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "y_axis": []
+}

hrms/hr/dashboard_chart/designation_wise_openings/designation_wise_openings.json

@@ -0,0 +1,31 @@
+{
+ "aggregate_function_based_on": "planned_vacancies",
+ "chart_name": "Designation Wise Openings",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.820217",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Job Opening",
+ "dynamic_filters_json": "[[\"Job Opening\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Job Opening\",\"status\",\"=\",\"Open\",false]]",
+ "group_by_based_on": "designation",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-20 23:20:41.683553",
+ "modified": "2022-08-20 23:22:15.254254",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Designation Wise Openings",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "roles": [],
+ "time_interval": "Monthly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}

hrms/hr/dashboard_chart/employee_advance_status/employee_advance_status.json

@@ -0,0 +1,33 @@
+{
+ "based_on": "",
+ "chart_name": "Employee Advance Status",
+ "chart_type": "Group By",
+ "creation": "2022-08-31 23:06:16.063039",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee Advance",
+ "dynamic_filters_json": "[[\"Employee Advance\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee Advance\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_based_on": "status",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-09-16 12:36:29.430589",
+ "modified": "2022-09-16 11:43:57.244256",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Advance Status",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/employees_by_age/employees_by_age.json

@@ -0,0 +1,33 @@
+{
+ "based_on": "",
+ "chart_name": "Employees by Age",
+ "chart_type": "Custom",
+ "creation": "2022-08-22 19:07:51.906347",
+ "custom_options": "{\n\t\"colors\": [\"#7cd6fd\"],\n\t\"barOptions\": {\"spaceRatio\": 0.5}\n}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "",
+ "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\"}",
+ "filters_json": "{}",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-22 19:00:02.464180",
+ "modified": "2022-08-22 19:11:20.076166",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employees by Age",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "Employees by Age",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/employees_by_branch/employees_by_branch.json

@@ -0,0 +1,30 @@
+{
+ "chart_name": "Employees by Branch",
+ "chart_type": "Group By",
+ "creation": "2022-08-22 12:33:43.241006",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"status\",\"=\",\"Active\",false]]",
+ "group_by_based_on": "branch",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-22 12:25:47.733581",
+ "modified": "2022-08-22 12:33:49.094799",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employees by Branch",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "roles": [],
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "y_axis": []
+}

hrms/hr/dashboard_chart/employees_by_grade/employees_by_grade.json

@@ -0,0 +1,30 @@
+{
+ "chart_name": "Employees by Grade",
+ "chart_type": "Group By",
+ "creation": "2022-08-22 12:33:23.767559",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"status\",\"=\",\"Active\",false]]",
+ "group_by_based_on": "grade",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-22 12:25:47.733581",
+ "modified": "2022-08-22 12:33:29.562836",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employees by Grade",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "roles": [],
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "y_axis": []
+}

hrms/hr/dashboard_chart/employees_by_type/employees_by_type.json

@@ -0,0 +1,30 @@
+{
+ "chart_name": "Employees by Type",
+ "chart_type": "Group By",
+ "creation": "2022-08-22 13:49:59.343893",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"status\",\"=\",\"Active\",false]]",
+ "group_by_based_on": "employment_type",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-22 13:45:38.913766",
+ "modified": "2022-08-22 13:50:05.645535",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employees by Type",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "roles": [],
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "y_axis": []
+}

hrms/hr/dashboard_chart/expense_claims/expense_claims.json

@@ -0,0 +1,33 @@
+{
+ "based_on": "posting_date",
+ "chart_name": "Expense Claims",
+ "chart_type": "Sum",
+ "color": "#449CF0",
+ "creation": "2022-08-21 14:07:24.120739",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Expense Claim",
+ "dynamic_filters_json": "[[\"Expense Claim\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Expense Claim\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-09-16 11:36:29.292891",
+ "modified": "2022-09-16 11:37:59.669291",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Expense Claims",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Monthly",
+ "timeseries": 1,
+ "timespan": "Last Year",
+ "type": "Line",
+ "use_report_chart": 0,
+ "value_based_on": "total_sanctioned_amount",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/gender_diversity_ratio/gender_diversity_ratio.json

@@ -0,0 +1,29 @@
+{
+ "chart_name": "Gender Diversity Ratio",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.667291",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"status\",\"=\",\"Active\",false]]",
+ "group_by_based_on": "gender",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 14:27:40.143783",
+ "modified": "2020-07-22 14:32:50.962459",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Gender Diversity Ratio",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "y_axis": []
+}

hrms/hr/dashboard_chart/grievance_type/grievance_type.json

@@ -0,0 +1,33 @@
+{
+ "based_on": "",
+ "chart_name": "Grievance Type",
+ "chart_type": "Group By",
+ "creation": "2022-08-21 13:02:06.880100",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee Grievance",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee Grievance\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_based_on": "grievance_type",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-21 13:08:57.019388",
+ "modified": "2022-08-21 13:40:40.415600",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Grievance Type",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/hiring_vs_attrition_count/hiring_vs_attrition_count.json

@@ -0,0 +1,33 @@
+{
+ "based_on": "",
+ "chart_name": "Hiring vs Attrition Count",
+ "chart_type": "Custom",
+ "creation": "2022-08-21 22:58:12.740936",
+ "custom_options": "{\n\t\"type\": \"axis-mixed\",\n\t\"axisOptions\": {\n\t\t\"xIsSeries\": 1\n\t},\n\t\"lineOptions\": {\n\t    \"regionFill\": 1\n\t},\n\t\"colors\": [\"#7cd6fd\", \"#5e64ff\"]\n}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "",
+ "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\", \"from_date\":\"frappe.defaults.get_user_default(\\\"year_start_date\\\")\", \"to_date\":\"frappe.defaults.get_user_default(\\\"year_end_date\\\")\"}",
+ "filters_json": "{\"time_interval\":\"Monthly\"}",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-22 10:57:55.011020",
+ "modified": "2022-08-22 11:03:30.080835",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Hiring vs Attrition Count",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "Hiring vs Attrition Count",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Line",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/interview_status/interview_status.json

@@ -0,0 +1,33 @@
+{
+ "based_on": "",
+ "chart_name": "Interview Status",
+ "chart_type": "Group By",
+ "creation": "2022-08-20 23:10:33.131622",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Interview",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[]",
+ "group_by_based_on": "status",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-22 12:13:19.640093",
+ "modified": "2022-08-22 12:16:33.674218",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Interview Status",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/job_applicant_pipeline/job_applicant_pipeline.json

@@ -0,0 +1,33 @@
+{
+ "based_on": "",
+ "chart_name": "Job Applicant Pipeline",
+ "chart_type": "Group By",
+ "creation": "2022-08-20 21:18:45.283444",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Job Applicant",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[]",
+ "group_by_based_on": "job_title",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-20 23:45:11.740188",
+ "modified": "2022-08-20 23:48:35.499218",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Job Applicant Pipeline",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Percentage",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/job_applicant_source/job_applicant_source.json

@@ -0,0 +1,33 @@
+{
+ "based_on": "",
+ "chart_name": "Job Applicant Source",
+ "chart_type": "Group By",
+ "creation": "2022-08-20 22:59:15.210760",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Job Applicant",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[]",
+ "group_by_based_on": "source",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-20 23:45:11.697841",
+ "modified": "2022-08-20 23:47:52.946872",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Job Applicant Source",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Percentage",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/job_applicants_by_country/job_applicants_by_country.json

@@ -0,0 +1,32 @@
+{
+ "based_on": "",
+ "chart_name": "Job Applicants by Country",
+ "chart_type": "Group By",
+ "creation": "2022-08-22 12:17:53.776473",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Job Applicant",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[]",
+ "group_by_based_on": "country",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2022-08-22 12:18:01.288634",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Job Applicants by Country",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/job_application_frequency/job_application_frequency.json

@@ -0,0 +1,32 @@
+{
+ "based_on": "creation",
+ "chart_name": "Job Application Frequency",
+ "chart_type": "Count",
+ "creation": "2022-08-20 22:00:12.227849",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Job Applicant",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[]",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-20 23:11:18.520971",
+ "modified": "2022-08-20 23:16:02.076184",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Job Application Frequency",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Monthly",
+ "timeseries": 1,
+ "timespan": "Last Year",
+ "type": "Line",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/job_application_status/job_application_status.json

@@ -0,0 +1,30 @@
+{
+ "chart_name": "Job Application Status",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.699696",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Job Applicant",
+ "dynamic_filters_json": "",
+ "filters_json": "[]",
+ "group_by_based_on": "status",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-22 12:07:53.129240",
+ "modified": "2022-08-22 12:10:29.144396",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Job Application Status",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "roles": [],
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "y_axis": []
+}

hrms/hr/dashboard_chart/job_offer_status/job_offer_status.json

@@ -0,0 +1,33 @@
+{
+ "based_on": "",
+ "chart_name": "Job Offer Status",
+ "chart_type": "Group By",
+ "creation": "2022-08-20 21:33:17.378147",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Job Offer",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[]",
+ "group_by_based_on": "status",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-22 12:12:19.736710",
+ "modified": "2022-08-22 12:14:23.044346",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Job Offer Status",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/shift_assignment_breakup/shift_assignment_breakup.json

@@ -0,0 +1,32 @@
+{
+ "based_on": "",
+ "chart_name": "Shift Assignment Breakup",
+ "chart_type": "Group By",
+ "creation": "2022-08-21 18:11:42.510195",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Shift Assignment",
+ "dynamic_filters_json": "[[\"Shift Assignment\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Shift Assignment\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_based_on": "shift_type",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2022-08-21 18:12:47.352410",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Shift Assignment Breakup",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/timesheet_activity_breakup/timesheet_activity_breakup.json

@@ -0,0 +1,34 @@
+{
+ "aggregate_function_based_on": "hours",
+ "based_on": "",
+ "chart_name": "Timesheet Activity Breakup",
+ "chart_type": "Group By",
+ "creation": "2022-08-21 14:31:10.401241",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Timesheet Detail",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[]",
+ "group_by_based_on": "activity_type",
+ "group_by_type": "Sum",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2022-08-21 17:55:44.318686",
+ "modified": "2022-08-21 17:59:38.576219",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Timesheet Activity Breakup",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "Timesheet",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Percentage",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/training_type/training_type.json

@@ -0,0 +1,32 @@
+{
+ "based_on": "",
+ "chart_name": "Training Type",
+ "chart_type": "Group By",
+ "creation": "2022-08-21 13:29:27.202404",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Training Event",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Training Event\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_based_on": "type",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2022-08-21 13:38:05.390856",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Training Type",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/y_o_y_promotions/y_o_y_promotions.json

@@ -0,0 +1,31 @@
+{
+ "based_on": "promotion_date",
+ "chart_name": "Y-O-Y Promotions",
+ "chart_type": "Count",
+ "creation": "2022-08-21 13:34:12.830736",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee Promotion",
+ "dynamic_filters_json": "[[\"Employee Promotion\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee Promotion\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2022-08-21 13:38:46.190352",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Y-O-Y Promotions",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 1,
+ "timespan": "Last Year",
+ "type": "Line",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart/y_o_y_transfers/y_o_y_transfers.json

@@ -0,0 +1,31 @@
+{
+ "based_on": "transfer_date",
+ "chart_name": "Y-O-Y Transfers",
+ "chart_type": "Count",
+ "creation": "2022-08-21 13:28:05.162754",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee Transfer",
+ "dynamic_filters_json": "[[\"Employee Transfer\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee Transfer\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2022-08-21 13:38:54.890663",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Y-O-Y Transfers",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "roles": [],
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 1,
+ "timespan": "Last Year",
+ "type": "Line",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}

hrms/hr/dashboard_chart_source/employees_by_age/employees_by_age.js

@@ -0,0 +1,14 @@
+frappe.provide("frappe.dashboards.chart_sources");
+
+frappe.dashboards.chart_sources["Employees by Age"] = {
+	method: "hrms.hr.dashboard_chart_source.employees_by_age.employees_by_age.get_data",
+	filters: [
+		{
+			fieldname: "company",
+			label: __("Company"),
+			fieldtype: "Link",
+			options: "Company",
+			default: frappe.defaults.get_user_default("Company")
+		},
+	]
+};

hrms/hr/dashboard_chart_source/employees_by_age/employees_by_age.json

@@ -0,0 +1,13 @@
+{
+ "creation": "2022-08-22 12:49:07.303139",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart Source",
+ "idx": 0,
+ "modified": "2022-08-22 12:49:07.303139",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employees by Age",
+ "owner": "Administrator",
+ "source_name": "Employees by Age",
+ "timeseries": 0
+}

hrms/hr/dashboard_chart_source/employees_by_age/employees_by_age.py

@@ -0,0 +1,87 @@
+# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+
+from dateutil.relativedelta import relativedelta
+
+import frappe
+from frappe import _
+from frappe.utils import getdate
+from frappe.utils.dashboard import cache_source
+
+
+@frappe.whitelist()
+@cache_source
+def get_data(
+	chart_name=None,
+	chart=None,
+	no_cache=None,
+	filters=None,
+	from_date=None,
+	to_date=None,
+	timespan=None,
+	time_interval=None,
+	heatmap_year=None,
+) -> dict[str, list]:
+	if filters:
+		filters = frappe.parse_json(filters)
+
+	employees = frappe.db.get_list(
+		"Employee",
+		filters={"company": filters.get("company"), "status": "Active"},
+		pluck="date_of_birth",
+	)
+	age_list = get_age_list(employees)
+	ranges = get_ranges()
+
+	age_range, values = get_employees_by_age(age_list, ranges)
+
+	return {
+		"labels": age_range,
+		"datasets": [
+			{"name": _("Employees"), "values": values},
+		],
+	}
+
+
+def get_ranges() -> list[tuple[int, int]]:
+	ranges = []
+
+	for i in range(15, 80, 5):
+		ranges.append((i, i + 4))
+
+	ranges.append(80)
+
+	return ranges
+
+
+def get_age_list(employees) -> list[int]:
+	age_list = []
+	for dob in employees:
+		if not dob:
+			continue
+		age = relativedelta(getdate(), getdate(dob)).years
+		age_list.append(age)
+
+	return age_list
+
+
+def get_employees_by_age(age_list, ranges) -> tuple[list[str], list[int]]:
+	age_range = []
+	values = []
+	for bracket in ranges:
+		if isinstance(bracket, int):
+			age_range.append(f"{bracket}+")
+		else:
+			age_range.append(f"{bracket[0]}-{bracket[1]}")
+
+		count = 0
+		for age in age_list:
+			if (isinstance(bracket, int) and age >= bracket) or (
+				isinstance(bracket, tuple) and bracket[0] <= age <= bracket[1]
+			):
+				count += 1
+
+		values.append(count)
+
+	return age_range, values

hrms/hr/dashboard_chart_source/hiring_vs_attrition_count/hiring_vs_attrition_count.js

@@ -0,0 +1,35 @@
+frappe.provide("frappe.dashboards.chart_sources");
+
+frappe.dashboards.chart_sources["Hiring vs Attrition Count"] = {
+	method: "hrms.hr.dashboard_chart_source.hiring_vs_attrition_count.hiring_vs_attrition_count.get_data",
+	filters: [
+		{
+			fieldname: "company",
+			label: __("Company"),
+			fieldtype: "Link",
+			options: "Company",
+			default: frappe.defaults.get_user_default("Company")
+		},
+		{
+			fieldname: "from_date",
+			label: __("From Date"),
+			fieldtype: "Date",
+			default: frappe.defaults.get_user_default("year_start_date"),
+			reqd: 1,
+		},
+		{
+			fieldname: "to_date",
+			label: __("To Date"),
+			fieldtype: "Date",
+			default:  frappe.defaults.get_user_default("year_end_date"),
+		},
+		{
+			fieldname: "time_interval",
+			label: __("Time Interval"),
+			fieldtype: "Select",
+			options: ["Monthly", "Quarterly", "Yearly"],
+			default:  "Monthly",
+			reqd: 1
+		},
+	]
+};

hrms/hr/dashboard_chart_source/hiring_vs_attrition_count/hiring_vs_attrition_count.json

@@ -0,0 +1,13 @@
+{
+ "creation": "2022-08-21 21:38:22.271985",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart Source",
+ "idx": 0,
+ "modified": "2022-08-21 21:38:22.271985",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Hiring vs Attrition Count",
+ "owner": "Administrator",
+ "source_name": "Hiring vs Attrition Count",
+ "timeseries": 1
+}

hrms/hr/dashboard_chart_source/hiring_vs_attrition_count/hiring_vs_attrition_count.py

@@ -0,0 +1,69 @@
+# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+
+import frappe
+from frappe import _
+from frappe.desk.doctype.dashboard_chart.dashboard_chart import get_result
+from frappe.utils import getdate
+from frappe.utils.dashboard import cache_source
+from frappe.utils.dateutils import get_period
+
+
+@frappe.whitelist()
+@cache_source
+def get_data(
+	chart_name=None,
+	chart=None,
+	no_cache=None,
+	filters=None,
+	from_date=None,
+	to_date=None,
+	timespan=None,
+	time_interval=None,
+	heatmap_year=None,
+) -> dict[str, list]:
+	if filters:
+		filters = frappe.parse_json(filters)
+
+	from_date = filters.get("from_date")
+	to_date = filters.get("to_date")
+
+	if not to_date:
+		to_date = getdate()
+
+	hiring = get_records(from_date, to_date, "date_of_joining", filters.get("company"))
+	attrition = get_records(from_date, to_date, "relieving_date", filters.get("company"))
+
+	hiring_data = get_result(hiring, filters.get("time_interval"), from_date, to_date, "Count")
+	attrition_data = get_result(attrition, filters.get("time_interval"), from_date, to_date, "Count")
+
+	return {
+		"labels": [get_period(r[0], filters.get("time_interval")) for r in hiring_data],
+		"datasets": [
+			{"name": _("Hiring Count"), "values": [r[1] for r in hiring_data]},
+			{"name": _("Attrition Count"), "values": [r[1] for r in attrition_data]},
+		],
+	}
+
+
+def get_records(
+	from_date: str, to_date: str, datefield: str, company: str
+) -> tuple[tuple[str, float, int]]:
+	filters = [
+		["Employee", "company", "=", company],
+		["Employee", datefield, ">=", from_date, False],
+		["Employee", datefield, "<=", to_date, False],
+	]
+
+	data = frappe.db.get_list(
+		"Employee",
+		fields=[f"{datefield} as _unit", "SUM(1)", "COUNT(*)"],
+		filters=filters,
+		group_by="_unit",
+		order_by="_unit asc",
+		as_list=True,
+		ignore_ifnull=True,
+	)
+
+	return data

hrms/hr/doctype/appointment_letter/appointment_letter.js

@@ -0,0 +1,30 @@
+// Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Appointment Letter', {
+	appointment_letter_template: function(frm){
+		if (frm.doc.appointment_letter_template){
+			frappe.call({
+				method: 'hrms.hr.doctype.appointment_letter.appointment_letter.get_appointment_letter_details',
+				args : {
+					template : frm.doc.appointment_letter_template
+				},
+				callback: function(r){
+					if(r.message){
+						let message_body = r.message;
+						frm.set_value("introduction", message_body[0].introduction);
+						frm.set_value("closing_notes", message_body[0].closing_notes);
+						frm.doc.terms = []
+						for (var i in message_body[1].description){
+							frm.add_child("terms");
+							frm.fields_dict.terms.get_value()[i].title = message_body[1].description[i].title;
+							frm.fields_dict.terms.get_value()[i].description = message_body[1].description[i].description;
+						}
+						frm.refresh();
+					}
+				}
+
+			});
+		}
+	},
+});

hrms/hr/doctype/appointment_letter/appointment_letter.json

@@ -0,0 +1,128 @@
+{
+ "actions": [],
+ "autoname": "HR-APP-LETTER-.#####",
+ "creation": "2019-12-26 12:35:49.574828",
+ "default_print_format": "Standard Appointment Letter",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "job_applicant",
+  "applicant_name",
+  "column_break_3",
+  "company",
+  "appointment_date",
+  "appointment_letter_template",
+  "body_section",
+  "introduction",
+  "terms",
+  "closing_notes"
+ ],
+ "fields": [
+  {
+   "fetch_from": "job_applicant.applicant_name",
+   "fieldname": "applicant_name",
+   "fieldtype": "Data",
+   "in_global_search": 1,
+   "in_list_view": 1,
+   "label": "Applicant Name",
+   "read_only": 1,
+   "reqd": 1
+  },
+  {
+   "fieldname": "appointment_date",
+   "fieldtype": "Date",
+   "label": "Appointment Date",
+   "reqd": 1
+  },
+  {
+   "fieldname": "appointment_letter_template",
+   "fieldtype": "Link",
+   "label": "Appointment Letter Template",
+   "options": "Appointment Letter Template",
+   "reqd": 1
+  },
+  {
+   "fetch_from": "appointment_letter_template.introduction",
+   "fieldname": "introduction",
+   "fieldtype": "Long Text",
+   "label": "Introduction",
+   "reqd": 1
+  },
+  {
+   "fieldname": "body_section",
+   "fieldtype": "Section Break",
+   "label": "Body"
+  },
+  {
+   "fieldname": "column_break_3",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "job_applicant",
+   "fieldtype": "Link",
+   "label": "Job Applicant",
+   "options": "Job Applicant",
+   "reqd": 1
+  },
+  {
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "label": "Company",
+   "options": "Company",
+   "reqd": 1
+  },
+  {
+   "fieldname": "closing_notes",
+   "fieldtype": "Text",
+   "label": "Closing Notes"
+  },
+  {
+   "fieldname": "terms",
+   "fieldtype": "Table",
+   "label": "Terms",
+   "options": "Appointment Letter content",
+   "reqd": 1
+  }
+ ],
+ "links": [],
+ "modified": "2022-01-18 19:27:35.649424",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Appointment Letter",
+ "name_case": "Title Case",
+ "naming_rule": "Expression (old style)",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "HR Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "search_fields": "applicant_name, company",
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": [],
+ "title_field": "applicant_name",
+ "track_changes": 1
+}

hrms/hr/doctype/appointment_letter/appointment_letter.py

@@ -0,0 +1,29 @@
+# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+
+import frappe
+from frappe.model.document import Document
+
+
+class AppointmentLetter(Document):
+	pass
+
+
+@frappe.whitelist()
+def get_appointment_letter_details(template):
+	body = []
+	intro = frappe.get_list(
+		"Appointment Letter Template",
+		fields=["introduction", "closing_notes"],
+		filters={"name": template},
+	)[0]
+	content = frappe.get_all(
+		"Appointment Letter content",
+		fields=["title", "description"],
+		filters={"parent": template},
+		order_by="idx",
+	)
+	body.append(intro)
+	body.append({"description": content})
+	return body

hrms/hr/doctype/appointment_letter/test_appointment_letter.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+import unittest
+
+
+class TestAppointmentLetter(unittest.TestCase):
+	pass

hrms/hr/doctype/appointment_letter_content/appointment_letter_content.json

@@ -0,0 +1,39 @@
+{
+ "actions": [],
+ "creation": "2019-12-26 12:22:16.575767",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "title",
+  "description"
+ ],
+ "fields": [
+  {
+   "fieldname": "title",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Title",
+   "reqd": 1
+  },
+  {
+   "fieldname": "description",
+   "fieldtype": "Long Text",
+   "in_list_view": 1,
+   "label": "Description",
+   "reqd": 1
+  }
+ ],
+ "istable": 1,
+ "links": [],
+ "modified": "2019-12-26 12:24:09.824084",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Appointment Letter content",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}

hrms/hr/doctype/appointment_letter_content/appointment_letter_content.py

@@ -0,0 +1,10 @@
+# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+
+# import frappe
+from frappe.model.document import Document
+
+
+class AppointmentLettercontent(Document):
+	pass

hrms/hr/doctype/appointment_letter_template/appointment_letter_template.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Appointment Letter Template', {
+	// refresh: function(frm) {
+
+	// }
+});

hrms/hr/doctype/appointment_letter_template/appointment_letter_template.json

@@ -0,0 +1,81 @@
+{
+ "actions": [],
+ "autoname": "field:template_name",
+ "creation": "2019-12-26 12:20:14.219578",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "template_name",
+  "introduction",
+  "terms",
+  "closing_notes"
+ ],
+ "fields": [
+  {
+   "fieldname": "introduction",
+   "fieldtype": "Long Text",
+   "in_list_view": 1,
+   "label": "Introduction",
+   "reqd": 1
+  },
+  {
+   "fieldname": "closing_notes",
+   "fieldtype": "Text",
+   "label": "Closing Notes"
+  },
+  {
+   "fieldname": "terms",
+   "fieldtype": "Table",
+   "label": "Terms",
+   "options": "Appointment Letter content",
+   "reqd": 1
+  },
+  {
+   "fieldname": "template_name",
+   "fieldtype": "Data",
+   "label": "Template Name",
+   "reqd": 1,
+   "unique": 1
+  }
+ ],
+ "links": [],
+ "modified": "2022-01-18 19:25:14.614616",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Appointment Letter Template",
+ "naming_rule": "By fieldname",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "HR Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "search_fields": "template_name",
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": [],
+ "title_field": "template_name",
+ "track_changes": 1
+}

hrms/hr/doctype/appointment_letter_template/appointment_letter_template.py

@@ -0,0 +1,10 @@
+# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+
+# import frappe
+from frappe.model.document import Document
+
+
+class AppointmentLetterTemplate(Document):
+	pass

hrms/hr/doctype/appointment_letter_template/test_appointment_letter_template.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+import unittest
+
+
+class TestAppointmentLetterTemplate(unittest.TestCase):
+	pass

hrms/hr/doctype/appraisal/README.md

@@ -0,0 +1 @@
+Performance of an Employee in a Time Period against given goals.

hrms/hr/doctype/appraisal/appraisal.js

@@ -0,0 +1,148 @@
+// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+// License: GNU General Public License v3. See license.txt
+
+frappe.ui.form.on("Appraisal", {
+	refresh(frm) {
+		if (!frm.doc.__islocal) {
+			frm.trigger("add_custom_buttons");
+			frm.trigger("show_feedback_history");
+			frm.trigger("setup_chart");
+		}
+
+		// don't allow removing image (fetched from employee)
+		frm.sidebar.image_wrapper.find(".sidebar-image-actions").addClass("hide");
+	},
+
+	appraisal_template(frm) {
+		if (frm.doc.appraisal_template) {
+			frm.call("set_kras_and_rating_criteria", () => {
+				frm.refresh_field("appraisal_kra");
+				frm.refresh_field("feedback_ratings");
+			});
+		}
+	},
+
+	appraisal_cycle(frm) {
+		if (frm.doc.appraisal_cycle) {
+			frappe.run_serially([
+				() => {
+					if (frm.doc.__islocal && frm.doc.appraisal_cycle) {
+						frappe.db.get_value("Appraisal Cycle", frm.doc.appraisal_cycle, "kra_evaluation_method", (r) => {
+							if (r.kra_evaluation_method) {
+								frm.set_value("rate_goals_manually", cint(r.kra_evaluation_method === "Manual Rating"));
+							}
+						});
+					}
+				},
+				() => {
+					frm.call({
+						method: "set_appraisal_template",
+						doc: frm.doc,
+					});
+				}
+			]);
+		}
+	},
+
+	add_custom_buttons(frm) {
+		frm.add_custom_button(__("View Goals"), function() {
+			frappe.route_options = {
+				company: frm.doc.company,
+				employee: frm.doc.employee,
+				appraisal_cycle: frm.doc.appraisal_cycle,
+			};
+			frappe.set_route("Tree", "Goal");
+		});
+	},
+
+	show_feedback_history(frm) {
+		frappe.require("performance.bundle.js", () => {
+			const feedback_history = new hrms.PerformanceFeedback({
+				frm: frm,
+				wrapper: $(frm.fields_dict.feedback_html.wrapper),
+			});
+			feedback_history.refresh();
+		});
+	},
+
+	setup_chart(frm) {
+		const labels = [];
+		const maximum_scores = [];
+		const scores = [];
+
+		frm.doc.appraisal_kra.forEach((d) => {
+			labels.push(d.kra);
+			maximum_scores.push(d.per_weightage || 0);
+			scores.push(d.goal_score || 0);
+		});
+
+		if (labels.length && maximum_scores.length && scores.length) {
+			frm.dashboard.render_graph({
+				data: {
+					labels: labels,
+					datasets: [
+						{
+							name: "Maximum Score",
+							chartType: "bar",
+							values: maximum_scores,
+						},
+						{
+							name: "Score Obtained",
+							chartType: "bar",
+							values: scores,
+						}
+					]
+				},
+				title: __("Scores"),
+				height: 250,
+				type: "bar",
+				barOptions: {
+					spaceRatio: 0.7
+				},
+				colors: ["blue", "green"]
+			});
+		}
+	},
+
+	calculate_total(frm) {
+		let total = 0;
+
+		frm.doc.goals.forEach((d) => {
+			total += flt(d.score_earned);
+		});
+
+		frm.set_value("total_score", total);
+	}
+});
+
+
+frappe.ui.form.on("Appraisal Goal", {
+	score(frm, cdt, cdn) {
+		let d = frappe.get_doc(cdt, cdn);
+
+		if (flt(d.score) > 5) {
+			frappe.msgprint(__("Score must be less than or equal to 5"));
+			d.score = 0;
+			refresh_field("score", d.name, "goals");
+		} else {
+			frm.trigger("set_score_earned", cdt, cdn);
+		}
+	},
+
+	per_weightage(frm, cdt, cdn) {
+		frm.trigger("set_score_earned", cdt, cdn);
+	},
+
+	goals_remove(frm, cdt, cdn) {
+		frm.trigger("set_score_earned", cdt, cdn);
+	},
+
+	set_score_earned(frm, cdt, cdn) {
+		let d = frappe.get_doc(cdt, cdn);
+
+		score_earned = flt(d.score) * flt(d.per_weightage) / 100;
+		frappe.model.set_value(cdt, cdn, "score_earned", score_earned);
+
+		frm.trigger("calculate_total");
+	}
+});

hrms/hr/doctype/appraisal/appraisal.json

@@ -0,0 +1,382 @@
+{
+ "actions": [],
+ "autoname": "naming_series:",
+ "creation": "2022-08-26 05:55:37.571091",
+ "doctype": "DocType",
+ "document_type": "Setup",
+ "engine": "InnoDB",
+ "field_order": [
+  "employee_details_tab",
+  "naming_series",
+  "employee",
+  "employee_name",
+  "department",
+  "designation",
+  "employee_image",
+  "column_break0",
+  "company",
+  "status",
+  "appraisal_cycle",
+  "start_date",
+  "end_date",
+  "section_break_aeb0",
+  "final_score",
+  "kra_tab",
+  "appraisal_template",
+  "rate_goals_manually",
+  "section_break_kras",
+  "appraisal_kra",
+  "goal_score_percentage",
+  "section_break_goals",
+  "goals",
+  "remarks",
+  "total_section",
+  "total_score",
+  "feedback_tab",
+  "feedback_html",
+  "section_break_20",
+  "avg_feedback_score",
+  "self_appraisal_tab",
+  "section_break_23",
+  "self_ratings",
+  "self_score",
+  "reflections_section",
+  "reflections",
+  "amended_from"
+ ],
+ "fields": [
+  {
+   "fieldname": "naming_series",
+   "fieldtype": "Select",
+   "label": "Series",
+   "no_copy": 1,
+   "options": "HR-APR-.YYYY.-",
+   "print_hide": 1,
+   "reqd": 1,
+   "set_only_once": 1
+  },
+  {
+   "fieldname": "employee",
+   "fieldtype": "Link",
+   "in_global_search": 1,
+   "in_standard_filter": 1,
+   "label": "Employee",
+   "oldfieldname": "employee",
+   "oldfieldtype": "Link",
+   "options": "Employee",
+   "reqd": 1,
+   "search_index": 1
+  },
+  {
+   "fetch_from": "employee.employee_name",
+   "fieldname": "employee_name",
+   "fieldtype": "Data",
+   "in_global_search": 1,
+   "label": "Employee Name",
+   "oldfieldname": "employee_name",
+   "oldfieldtype": "Data",
+   "read_only": 1
+  },
+  {
+   "fieldname": "column_break0",
+   "fieldtype": "Column Break",
+   "oldfieldtype": "Column Break",
+   "width": "50%"
+  },
+  {
+   "default": "Draft",
+   "fieldname": "status",
+   "fieldtype": "Select",
+   "in_standard_filter": 1,
+   "label": "Status",
+   "no_copy": 1,
+   "oldfieldname": "status",
+   "oldfieldtype": "Select",
+   "options": "\nDraft\nSubmitted\nCompleted\nCancelled",
+   "read_only": 1,
+   "reqd": 1,
+   "search_index": 1
+  },
+  {
+   "fetch_from": "employee.department",
+   "fieldname": "department",
+   "fieldtype": "Link",
+   "label": "Department",
+   "options": "Department",
+   "read_only": 1
+  },
+  {
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "label": "Company",
+   "oldfieldname": "company",
+   "oldfieldtype": "Link",
+   "options": "Company",
+   "remember_last_selected_value": 1,
+   "reqd": 1
+  },
+  {
+   "fetch_from": "employee.designation",
+   "fieldname": "designation",
+   "fieldtype": "Link",
+   "label": "Designation",
+   "options": "Designation",
+   "read_only": 1
+  },
+  {
+   "fieldname": "appraisal_cycle",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Appraisal Cycle",
+   "options": "Appraisal Cycle",
+   "reqd": 1
+  },
+  {
+   "depends_on": "eval: !doc.rate_goals_manually",
+   "fieldname": "appraisal_kra",
+   "fieldtype": "Table",
+   "label": "KRA vs Goals",
+   "oldfieldname": "appraisal_details",
+   "oldfieldtype": "Table",
+   "options": "Appraisal KRA"
+  },
+  {
+   "fieldname": "total_section",
+   "fieldtype": "Section Break"
+  },
+  {
+   "description": "Out of 5",
+   "fieldname": "total_score",
+   "fieldtype": "Float",
+   "in_list_view": 1,
+   "label": "Total Goal Score",
+   "no_copy": 1,
+   "oldfieldname": "total_score",
+   "oldfieldtype": "Currency",
+   "read_only": 1
+  },
+  {
+   "fieldname": "feedback_html",
+   "fieldtype": "HTML",
+   "label": "Feedback HTML"
+  },
+  {
+   "fieldname": "self_appraisal_tab",
+   "fieldtype": "Tab Break",
+   "label": "Self Appraisal"
+  },
+  {
+   "fieldname": "reflections_section",
+   "fieldtype": "Section Break",
+   "label": "Reflections"
+  },
+  {
+   "fieldname": "self_score",
+   "fieldtype": "Float",
+   "label": "Total Self Score",
+   "read_only": 1
+  },
+  {
+   "fieldname": "avg_feedback_score",
+   "fieldtype": "Float",
+   "hidden": 1,
+   "label": "Average Feedback Score",
+   "read_only": 1
+  },
+  {
+   "fieldname": "section_break_20",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fetch_from": "employee.image",
+   "fieldname": "employee_image",
+   "fieldtype": "Attach Image",
+   "hidden": 1,
+   "label": "Employee Image"
+  },
+  {
+   "fieldname": "feedback_tab",
+   "fieldtype": "Tab Break",
+   "label": "Feedback"
+  },
+  {
+   "fieldname": "appraisal_template",
+   "fieldtype": "Link",
+   "in_standard_filter": 1,
+   "label": "Appraisal Template",
+   "mandatory_depends_on": "eval:!doc.__islocal",
+   "oldfieldname": "kra_template",
+   "oldfieldtype": "Link",
+   "options": "Appraisal Template"
+  },
+  {
+   "fieldname": "amended_from",
+   "fieldtype": "Link",
+   "label": "Amended From",
+   "no_copy": 1,
+   "options": "Appraisal",
+   "print_hide": 1,
+   "read_only": 1
+  },
+  {
+   "fieldname": "employee_details_tab",
+   "fieldtype": "Tab Break",
+   "label": "Overview",
+   "oldfieldtype": "Section Break"
+  },
+  {
+   "fieldname": "section_break_23",
+   "fieldtype": "Section Break",
+   "label": "Ratings"
+  },
+  {
+   "fieldname": "reflections",
+   "fieldtype": "Text Editor"
+  },
+  {
+   "depends_on": "rate_goals_manually",
+   "fieldname": "goals",
+   "fieldtype": "Table",
+   "label": "Goals",
+   "options": "Appraisal Goal"
+  },
+  {
+   "depends_on": "rate_goals_manually",
+   "description": "Any other remarks, noteworthy effort that should go in the records",
+   "fieldname": "remarks",
+   "fieldtype": "Text",
+   "label": "Remarks"
+  },
+  {
+   "fieldname": "section_break_kras",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "section_break_goals",
+   "fieldtype": "Section Break"
+  },
+  {
+   "default": "0",
+   "fieldname": "rate_goals_manually",
+   "fieldtype": "Check",
+   "label": "Rate Goals Manually",
+   "read_only": 1
+  },
+  {
+   "fieldname": "start_date",
+   "fieldtype": "Date",
+   "label": "Start Date",
+   "read_only": 1
+  },
+  {
+   "fieldname": "end_date",
+   "fieldtype": "Date",
+   "label": "End Date",
+   "read_only": 1
+  },
+  {
+   "fieldname": "kra_tab",
+   "fieldtype": "Tab Break",
+   "label": "KRAs",
+   "oldfieldtype": "Section Break",
+   "show_dashboard": 1
+  },
+  {
+   "depends_on": "eval: !doc.rate_goals_manually",
+   "fieldname": "goal_score_percentage",
+   "fieldtype": "Float",
+   "label": "Goal Score (%)",
+   "read_only": 1
+  },
+  {
+   "fieldname": "self_ratings",
+   "fieldtype": "Table",
+   "options": "Employee Feedback Rating"
+  },
+  {
+   "fieldname": "section_break_aeb0",
+   "fieldtype": "Section Break"
+  },
+  {
+   "depends_on": "appraisal_cycle",
+   "description": "Average of Goal Score, Feedback Score, and Self Appraisal Score (out of 5)",
+   "fieldname": "final_score",
+   "fieldtype": "Float",
+   "in_list_view": 1,
+   "label": "Final Score",
+   "read_only": 1
+  }
+ ],
+ "icon": "fa fa-thumbs-up",
+ "image_field": "employee_image",
+ "index_web_pages_for_search": 1,
+ "is_submittable": 1,
+ "links": [],
+ "modified": "2023-03-30 21:02:16.425253",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Appraisal",
+ "naming_rule": "By \"Naming Series\" field",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "email": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Employee",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "amend": 1,
+   "cancel": 1,
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "submit": 1,
+   "write": 1
+  },
+  {
+   "amend": 1,
+   "cancel": 1,
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "HR User",
+   "share": 1,
+   "submit": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "HR Manager",
+   "share": 1,
+   "submit": 1,
+   "write": 1
+  }
+ ],
+ "search_fields": "status, employee, employee_name, appraisal_cycle",
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": [],
+ "timeline_field": "employee",
+ "title_field": "employee_name",
+ "track_changes": 1
+}

hrms/hr/doctype/appraisal/appraisal.py

@@ -0,0 +1,314 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.query_builder.functions import Avg
+from frappe.utils import flt, get_link_to_form, now
+
+from hrms.hr.doctype.appraisal_cycle.appraisal_cycle import validate_active_appraisal_cycle
+from hrms.hr.utils import validate_active_employee
+
+
+class Appraisal(Document):
+	def validate(self):
+		if not self.status:
+			self.status = "Draft"
+
+		self.set_kra_evaluation_method()
+
+		validate_active_employee(self.employee)
+		validate_active_appraisal_cycle(self.appraisal_cycle)
+		self.validate_duplicate()
+
+		self.set_goal_score()
+		self.calculate_self_appraisal_score()
+		self.calculate_avg_feedback_score()
+		self.calculate_final_score()
+
+	def validate_duplicate(self):
+		Appraisal = frappe.qb.DocType("Appraisal")
+		duplicate = (
+			frappe.qb.from_(Appraisal)
+			.select(Appraisal.name)
+			.where(
+				(Appraisal.employee == self.employee)
+				& (Appraisal.docstatus != 2)
+				& (Appraisal.name != self.name)
+				& (
+					(Appraisal.appraisal_cycle == self.appraisal_cycle)
+					| (
+						(Appraisal.start_date.between(self.start_date, self.end_date))
+						| (Appraisal.end_date.between(self.start_date, self.end_date))
+						| ((self.start_date >= Appraisal.start_date) & (self.start_date <= Appraisal.end_date))
+						| ((self.end_date >= Appraisal.start_date) & (self.end_date <= Appraisal.end_date))
+					)
+				)
+			)
+		).run()
+		duplicate = duplicate[0][0] if duplicate else 0
+
+		if duplicate:
+			frappe.throw(
+				_(
+					"Appraisal {0} already exists for Employee {1} for this Appraisal Cycle or overlapping period"
+				).format(
+					get_link_to_form("Appraisal", duplicate), frappe.bold(self.employee_name)
+				),
+				exc=frappe.DuplicateEntryError,
+				title=_("Duplicate Entry"),
+			)
+
+	def set_kra_evaluation_method(self):
+		if (
+			self.is_new()
+			and self.appraisal_cycle
+			and (
+				frappe.db.get_value("Appraisal Cycle", self.appraisal_cycle, "kra_evaluation_method")
+				== "Manual Rating"
+			)
+		):
+			self.rate_goals_manually = 1
+
+	@frappe.whitelist()
+	def set_appraisal_template(self):
+		"""Sets appraisal template from Appraisee table in Cycle"""
+		if not self.appraisal_cycle:
+			return
+
+		appraisal_template = frappe.db.get_value(
+			"Appraisee",
+			{
+				"employee": self.employee,
+				"parent": self.appraisal_cycle,
+			},
+			"appraisal_template",
+		)
+
+		if appraisal_template:
+			self.appraisal_template = appraisal_template
+			self.set_kras_and_rating_criteria()
+
+	@frappe.whitelist()
+	def set_kras_and_rating_criteria(self):
+		if not self.appraisal_template:
+			return
+
+		self.set("appraisal_kra", [])
+		self.set("self_ratings", [])
+		self.set("goals", [])
+
+		template = frappe.get_doc("Appraisal Template", self.appraisal_template)
+
+		for entry in template.goals:
+			table_name = "goals" if self.rate_goals_manually else "appraisal_kra"
+
+			self.append(
+				table_name,
+				{
+					"kra": entry.key_result_area,
+					"per_weightage": entry.per_weightage,
+				},
+			)
+
+		for entry in template.rating_criteria:
+			self.append(
+				"self_ratings",
+				{
+					"criteria": entry.criteria,
+					"per_weightage": entry.per_weightage,
+				},
+			)
+
+		return self
+
+	def calculate_total_score(self):
+		total_weightage, total, goal_score_percentage = 0, 0, 0
+
+		if self.rate_goals_manually:
+			table = _("Goals")
+			for entry in self.goals:
+				if flt(entry.score) > 5:
+					frappe.throw(_("Row {0}: Goal Score cannot be greater than 5").format(entry.idx))
+
+				entry.score_earned = flt(entry.score) * flt(entry.per_weightage) / 100
+				total += flt(entry.score_earned)
+				total_weightage += flt(entry.per_weightage)
+
+		else:
+			table = _("KRAs")
+			for entry in self.appraisal_kra:
+				goal_score_percentage += flt(entry.goal_score)
+				total_weightage += flt(entry.per_weightage)
+
+			self.goal_score_percentage = flt(goal_score_percentage, self.precision("goal_score_percentage"))
+			# convert goal score percentage to total score out of 5
+			total = flt(goal_score_percentage) / 20
+
+		if total_weightage and flt(total_weightage, 2) != 100.0:
+			frappe.throw(
+				_("Total weightage for all {0} must add up to 100. Currently, it is {1}%").format(
+					table, total_weightage
+				),
+				title=_("Incorrect Weightage Allocation"),
+			)
+
+		self.total_score = flt(total, self.precision("total_score"))
+
+	def calculate_self_appraisal_score(self):
+		total = 0
+		for entry in self.self_ratings:
+			score = flt(entry.rating) * 5 * flt(entry.per_weightage / 100)
+			total += flt(score)
+
+		self.self_score = flt(total, self.precision("self_score"))
+
+	def calculate_avg_feedback_score(self, update=False):
+		avg_feedback_score = frappe.qb.avg(
+			"Employee Performance Feedback",
+			"total_score",
+			{"employee": self.employee, "appraisal": self.name, "docstatus": 1},
+		)
+
+		self.avg_feedback_score = flt(avg_feedback_score, self.precision("avg_feedback_score"))
+
+		if update:
+			self.calculate_final_score()
+			self.db_update()
+
+	def calculate_final_score(self):
+		final_score = (flt(self.total_score) + flt(self.avg_feedback_score) + flt(self.self_score)) / 3
+
+		self.final_score = flt(final_score, self.precision("final_score"))
+
+	@frappe.whitelist()
+	def add_feedback(self, feedback, feedback_ratings):
+		feedback = frappe.get_doc(
+			{
+				"doctype": "Employee Performance Feedback",
+				"appraisal": self.name,
+				"employee": self.employee,
+				"added_on": now(),
+				"feedback": feedback,
+				"reviewer": frappe.db.get_value("Employee", {"user_id": frappe.session.user}),
+			}
+		)
+
+		for entry in feedback_ratings:
+			feedback.append(
+				"feedback_ratings",
+				{
+					"criteria": entry.get("criteria"),
+					"rating": entry.get("rating"),
+					"per_weightage": entry.get("per_weightage"),
+				},
+			)
+
+		feedback.submit()
+
+		return feedback
+
+	def set_goal_score(self, update=False):
+		for kra in self.appraisal_kra:
+			# update progress for all goals as KRA linked could be removed or changed
+			Goal = frappe.qb.DocType("Goal")
+			avg_goal_completion = (
+				frappe.qb.from_(Goal)
+				.select(Avg(Goal.progress).as_("avg_goal_completion"))
+				.where(
+					(Goal.kra == kra.kra)
+					& (Goal.employee == self.employee)
+					# archived goals should not contribute to progress
+					& (Goal.status != "Archived")
+					& ((Goal.parent_goal == "") | (Goal.parent_goal.isnull()))
+					& (Goal.appraisal_cycle == self.appraisal_cycle)
+				)
+			).run()[0][0]
+
+			kra.goal_completion = flt(avg_goal_completion, kra.precision("goal_completion"))
+			kra.goal_score = flt(kra.goal_completion * kra.per_weightage / 100, kra.precision("goal_score"))
+
+			if update:
+				kra.db_update()
+
+		self.calculate_total_score()
+
+		if update:
+			self.calculate_final_score()
+			self.db_update()
+
+		return self
+
+
+@frappe.whitelist()
+def get_feedback_history(employee, appraisal):
+	data = frappe._dict()
+	data.feedback_history = frappe.get_list(
+		"Employee Performance Feedback",
+		filters={"employee": employee, "appraisal": appraisal, "docstatus": 1},
+		fields=[
+			"feedback",
+			"reviewer",
+			"user",
+			"owner",
+			"reviewer_name",
+			"reviewer_designation",
+			"added_on",
+			"employee",
+			"total_score",
+			"name",
+		],
+		order_by="added_on desc",
+	)
+
+	# get percentage of reviews per rating
+	reviews_per_rating = []
+
+	feedback_count = frappe.db.count(
+		"Employee Performance Feedback",
+		filters={
+			"appraisal": appraisal,
+			"employee": employee,
+			"docstatus": 1,
+		},
+	)
+
+	for i in range(1, 6):
+		count = frappe.db.count(
+			"Employee Performance Feedback",
+			filters={
+				"appraisal": appraisal,
+				"employee": employee,
+				"total_score": ("between", [i, i + 0.99]),
+				"docstatus": 1,
+			},
+		)
+
+		percent = flt((count / feedback_count) * 100, 0) if feedback_count else 0
+		reviews_per_rating.append(percent)
+
+	data.reviews_per_rating = reviews_per_rating
+	data.avg_feedback_score = frappe.db.get_value("Appraisal", appraisal, "avg_feedback_score")
+
+	return data
+
+
+@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
+def get_kras_for_employee(doctype, txt, searchfield, start, page_len, filters):
+	appraisal = frappe.db.get_value(
+		"Appraisal",
+		{
+			"appraisal_cycle": filters.get("appraisal_cycle"),
+			"employee": filters.get("employee"),
+		},
+		"name",
+	)
+
+	return frappe.get_all(
+		"Appraisal KRA",
+		filters={"parent": appraisal, "kra": ("like", "{0}%".format(txt))},
+		fields=["kra"],
+		as_list=1,
+	)

hrms/hr/doctype/appraisal/test_appraisal.py

@@ -0,0 +1,324 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors and Contributors
+# See license.txt
+
+import unittest
+
+import frappe
+from frappe.tests.utils import FrappeTestCase
+
+from erpnext.setup.doctype.designation.test_designation import create_designation
+from erpnext.setup.doctype.employee.test_employee import make_employee
+
+from hrms.hr.doctype.appraisal_cycle.appraisal_cycle import get_appraisal_cycle_summary
+from hrms.hr.doctype.appraisal_cycle.test_appraisal_cycle import create_appraisal_cycle
+from hrms.hr.doctype.appraisal_template.test_appraisal_template import create_appraisal_template
+from hrms.hr.doctype.employee_performance_feedback.test_employee_performance_feedback import (
+	create_performance_feedback,
+)
+from hrms.hr.doctype.goal.test_goal import create_goal
+from hrms.tests.test_utils import create_company
+
+
+class TestAppraisal(FrappeTestCase):
+	def setUp(self):
+		frappe.db.delete("Goal")
+		frappe.db.delete("Appraisal")
+		frappe.db.delete("Employee Performance Feedback")
+
+		self.company = create_company("_Test Appraisal").name
+		self.template = create_appraisal_template()
+
+		engineer = create_designation(designation_name="Engineer")
+		engineer.appraisal_template = self.template.name
+		engineer.save()
+
+		self.employee1 = make_employee(
+			"employee1@example.com", company=self.company, designation="Engineer"
+		)
+
+	def test_validate_duplicate(self):
+		cycle = create_appraisal_cycle(designation="Engineer")
+		cycle.create_appraisals()
+
+		appraisal = frappe.get_doc(
+			{
+				"doctype": "Appraisal",
+				"employee": self.employee1,
+				"appraisal_cycle": cycle.name,
+			}
+		)
+		appraisal.set_appraisal_template()
+
+		self.assertRaises(frappe.DuplicateEntryError, appraisal.insert)
+
+	def test_manual_kra_rating(self):
+		cycle = create_appraisal_cycle(designation="Engineer", kra_evaluation_method="Manual Rating")
+		cycle.create_appraisals()
+
+		appraisal = frappe.db.exists(
+			"Appraisal", {"appraisal_cycle": cycle.name, "employee": self.employee1}
+		)
+		appraisal = frappe.get_doc("Appraisal", appraisal)
+
+		# 30% weightage
+		appraisal.goals[0].score = 5
+		# 70% weightage
+		appraisal.goals[1].score = 3
+		appraisal.save()
+
+		self.assertEqual(appraisal.goals[0].score_earned, 1.5)
+		self.assertEqual(appraisal.goals[1].score_earned, 2.1)
+
+		self.assertEqual(appraisal.total_score, 3.6)
+		self.assertEqual(appraisal.final_score, 1.2)
+
+	def test_final_score(self):
+		cycle = create_appraisal_cycle(designation="Engineer", kra_evaluation_method="Manual Rating")
+		cycle.create_appraisals()
+
+		appraisal = frappe.db.exists(
+			"Appraisal", {"appraisal_cycle": cycle.name, "employee": self.employee1}
+		)
+		appraisal = frappe.get_doc("Appraisal", appraisal)
+
+		# GOAL SCORE
+		appraisal.goals[0].score = 5  # 30% weightage
+		appraisal.goals[1].score = 3  # 70% weightage
+
+		# SELF APPRAISAL SCORE
+		ratings = appraisal.self_ratings
+		ratings[0].rating = 0.8  # 70% weightage
+		ratings[1].rating = 0.7  # 30% weightage
+
+		appraisal.save()
+
+		# FEEDBACK SCORE
+		reviewer = make_employee("reviewer1@example.com", designation="Engineer")
+		feedback = create_performance_feedback(
+			self.employee1,
+			reviewer,
+			appraisal.name,
+		)
+		ratings = feedback.feedback_ratings
+		ratings[0].rating = 0.8  # 70% weightage
+		ratings[1].rating = 0.7  # 30% weightage
+		feedback.submit()
+
+		appraisal.reload()
+		self.assertEqual(appraisal.final_score, 3.767)
+
+	def test_goal_score(self):
+		"""
+		parent1 (12.5%) (Quality)
+		|_ child1 (12.5%)
+		        |_ child1_1 (25%)
+		        |_ child1_2
+
+		parent2 (50%) (Development)
+		|_ child2_1 (100%)
+		|_ child2_2
+		"""
+		cycle = create_appraisal_cycle(designation="Engineer")
+		cycle.create_appraisals()
+
+		parent1 = create_goal(self.employee1, "Quality", 1, appraisal_cycle=cycle.name)
+		child1 = create_goal(self.employee1, is_group=1, parent_goal=parent1.name)
+		child1_1 = create_goal(self.employee1, parent_goal=child1.name, progress=25)
+		child1_2 = create_goal(self.employee1, parent_goal=child1.name)
+
+		parent2 = create_goal(self.employee1, "Development", 1, appraisal_cycle=cycle.name)
+		child2_1 = create_goal(self.employee1, parent_goal=parent2.name, progress=100)
+		child2_2 = create_goal(self.employee1, parent_goal=parent2.name)
+
+		appraisal = frappe.db.exists(
+			"Appraisal", {"appraisal_cycle": cycle.name, "employee": self.employee1}
+		)
+		appraisal = frappe.get_doc("Appraisal", appraisal)
+
+		# Quality KRA, 30% weightage
+		self.assertEqual(appraisal.appraisal_kra[0].goal_completion, 12.5)
+		self.assertEqual(appraisal.appraisal_kra[0].goal_score, 3.75)
+
+		# Development KRA, 70% weightage
+		self.assertEqual(appraisal.appraisal_kra[1].goal_completion, 50)
+		self.assertEqual(appraisal.appraisal_kra[1].goal_score, 35)
+
+		self.assertEqual(appraisal.goal_score_percentage, 38.75)
+		self.assertEqual(appraisal.total_score, 1.938)
+		self.assertEqual(appraisal.final_score, 0.646)
+
+	def test_goal_score_after_parent_goal_change(self):
+		"""
+		BEFORE
+		parent1 (50%) (Quality)
+		|_ child1 (50%)
+
+		parent2 (25%) (Development)
+		|_ child2_1 (50%)
+		|_ child2_2
+
+		AFTER
+		parent1 (50%) (Quality)
+		|_ child1 (50%)
+		|_ child2_1 (50%)
+
+		parent2 (0%) (Development)
+		|_ child2_2
+		"""
+		cycle = create_appraisal_cycle(designation="Engineer")
+		cycle.create_appraisals()
+
+		parent1 = create_goal(self.employee1, "Quality", 1, appraisal_cycle=cycle.name)
+		child1 = create_goal(self.employee1, parent_goal=parent1.name, progress=50)
+
+		parent2 = create_goal(self.employee1, "Development", 1, appraisal_cycle=cycle.name)
+		child2_1 = create_goal(self.employee1, parent_goal=parent2.name, progress=50)
+		child2_2 = create_goal(self.employee1, parent_goal=parent2.name)
+
+		appraisal = frappe.db.exists(
+			"Appraisal", {"appraisal_cycle": cycle.name, "employee": self.employee1}
+		)
+		appraisal = frappe.get_doc("Appraisal", appraisal)
+
+		# Quality KRA, 30% weightage
+		self.assertEqual(appraisal.appraisal_kra[0].goal_completion, 50)
+		self.assertEqual(appraisal.appraisal_kra[0].goal_score, 15)
+
+		# Development KRA, 70% weightage
+		self.assertEqual(appraisal.appraisal_kra[1].goal_completion, 25)
+		self.assertEqual(appraisal.appraisal_kra[1].goal_score, 17.5)
+
+		# Parent changed. Old parent's KRA score should be updated
+		child2_1.parent_goal = parent1.name
+		child2_1.save()
+		appraisal.reload()
+
+		# Quality KRA, 30% weightage
+		self.assertEqual(appraisal.appraisal_kra[0].goal_completion, 50)
+		self.assertEqual(appraisal.appraisal_kra[0].goal_score, 15)
+
+		# Development KRA, 70% weightage
+		self.assertEqual(appraisal.appraisal_kra[1].goal_completion, 0)
+		self.assertEqual(appraisal.appraisal_kra[1].goal_score, 0)
+
+	def test_goal_score_after_kra_change(self):
+		cycle = create_appraisal_cycle(designation="Engineer")
+		cycle.create_appraisals()
+
+		goal = create_goal(self.employee1, "Quality", appraisal_cycle=cycle.name, progress=50)
+
+		appraisal = frappe.db.exists(
+			"Appraisal", {"appraisal_cycle": cycle.name, "employee": self.employee1}
+		)
+		appraisal = frappe.get_doc("Appraisal", appraisal)
+
+		# Quality KRA, 30% weightage
+		self.assertEqual(appraisal.appraisal_kra[0].goal_completion, 50)
+		self.assertEqual(appraisal.appraisal_kra[0].goal_score, 15)
+
+		goal.kra = "Development"
+		goal.save()
+
+		# goal completion should now contribute to Development KRA score, instead of Quality (row 1)
+		appraisal.reload()
+		self.assertEqual(appraisal.appraisal_kra[0].goal_completion, 0)
+		self.assertEqual(appraisal.appraisal_kra[0].goal_score, 0)
+
+		self.assertEqual(appraisal.appraisal_kra[1].goal_completion, 50)
+		self.assertEqual(appraisal.appraisal_kra[1].goal_score, 35)
+
+	def test_goal_score_after_goal_deletion(self):
+		cycle = create_appraisal_cycle(designation="Engineer")
+		cycle.create_appraisals()
+
+		goal = create_goal(self.employee1, "Quality", appraisal_cycle=cycle.name, progress=50)
+
+		appraisal = frappe.db.exists(
+			"Appraisal", {"appraisal_cycle": cycle.name, "employee": self.employee1}
+		)
+		appraisal = frappe.get_doc("Appraisal", appraisal)
+
+		# Quality KRA, 30% weightage
+		self.assertEqual(appraisal.appraisal_kra[0].goal_completion, 50)
+		self.assertEqual(appraisal.appraisal_kra[0].goal_score, 15)
+
+		goal.delete()
+		appraisal.reload()
+		self.assertEqual(appraisal.appraisal_kra[0].goal_completion, 0)
+		self.assertEqual(appraisal.appraisal_kra[0].goal_score, 0)
+
+	def test_calculate_self_appraisal_score(self):
+		cycle = create_appraisal_cycle(designation="Engineer")
+		cycle.create_appraisals()
+
+		appraisal = frappe.db.exists(
+			"Appraisal", {"appraisal_cycle": cycle.name, "employee": self.employee1}
+		)
+		appraisal = frappe.get_doc("Appraisal", appraisal)
+
+		ratings = appraisal.self_ratings
+		# 70% weightage
+		ratings[0].rating = 0.8
+		# 30% weightage
+		ratings[1].rating = 0.7
+
+		appraisal.save()
+		self.assertEqual(appraisal.self_score, 3.85)
+
+	def test_cycle_completion(self):
+		cycle = create_appraisal_cycle(designation="Engineer")
+		cycle.create_appraisals()
+
+		# unsubmitted appraisals
+		self.assertRaises(frappe.ValidationError, cycle.complete_cycle)
+
+		appraisal = frappe.db.exists(
+			"Appraisal", {"appraisal_cycle": cycle.name, "employee": self.employee1}
+		)
+		appraisal = frappe.get_doc("Appraisal", appraisal)
+		appraisal.submit()
+
+		cycle.complete_cycle()
+		appraisal = frappe.get_doc(
+			{
+				"doctype": "Appraisal",
+				"employee": self.employee1,
+				"appraisal_cycle": cycle.name,
+				"appraisal_template": self.template.name,
+			}
+		)
+
+		# transaction against a Completed cycle
+		self.assertRaises(frappe.ValidationError, appraisal.insert)
+
+	def test_cycle_summary(self):
+		employee2 = make_employee("employee2@example.com", company=self.company, designation="Engineer")
+
+		cycle = create_appraisal_cycle(designation="Engineer")
+		cycle.create_appraisals()
+
+		appraisal = frappe.db.exists(
+			"Appraisal", {"appraisal_cycle": cycle.name, "employee": self.employee1}
+		)
+		appraisal = frappe.get_doc("Appraisal", appraisal)
+
+		goal = create_goal(self.employee1, "Quality", appraisal_cycle=cycle.name)
+		feedback = create_performance_feedback(
+			self.employee1,
+			employee2,
+			appraisal.name,
+		)
+		ratings = feedback.feedback_ratings
+		ratings[0].rating = 0.8  # 70% weightage
+		ratings[1].rating = 0.7  # 30% weightage
+		feedback.submit()
+
+		summary = get_appraisal_cycle_summary(cycle.name)
+
+		expected_data = {
+			"appraisees": 2,
+			"self_appraisal_pending": 2,
+			"goals_missing": 1,
+			"feedback_missing": 1,
+		}
+		self.assertEqual(summary, expected_data)

hrms/hr/doctype/appraisal_cycle/appraisal_cycle.js

@@ -0,0 +1,120 @@
+// Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on("Appraisal Cycle", {
+	refresh(frm) {
+		frm.set_query("department", () => {
+			return {
+				filters: {
+					company: frm.doc.company
+				}
+			}
+		});
+
+		frm.trigger("show_custom_buttons");
+		frm.trigger("show_appraisal_summary");
+	},
+
+	show_custom_buttons(frm) {
+		if (frm.doc.__islocal) return;
+
+		frm.add_custom_button(__("View Goals"), () => {
+			frappe.route_options = {
+				company: frm.doc.company,
+				appraisal_cycle: frm.doc.name,
+			};
+			frappe.set_route("Tree", "Goal");
+		});
+
+		let className = "";
+		let appraisals_created = frm.doc.__onload?.appraisals_created;
+
+		if (frm.doc.status !== "Completed") {
+			className = appraisals_created ? "btn-default": "btn-primary";
+
+			frm.add_custom_button(__("Create Appraisals"), () => {
+				frm.trigger("create_appraisals");
+			}).addClass(className);
+		}
+
+		className = appraisals_created ? "btn-primary": "btn-default";
+
+		if (frm.doc.status === "Not Started") {
+			frm.add_custom_button(__("Start"), () => {
+				frm.set_value("status", "In Progress");
+				frm.save();
+			}).addClass(className);
+		} else if (frm.doc.status === "In Progress") {
+			frm.add_custom_button(__("Mark as Completed"), () => {
+				frm.trigger("complete_cycle");
+			}).addClass(className);
+		} else if (frm.doc.status === "Completed") {
+			frm.add_custom_button(__("Mark as In Progress"), () => {
+				frm.set_value("status", "In Progress");
+				frm.save();
+			});
+		}
+	},
+
+	get_employees(frm) {
+		frappe.call({
+			method: "set_employees",
+			doc: frm.doc,
+			freeze: true,
+			freeze_message: __("Fetching Employees"),
+			callback: function() {
+				refresh_field("appraisees");
+				frm.dirty();
+			}
+		});
+	},
+
+	create_appraisals(frm) {
+		frm.call({
+			method: "create_appraisals",
+			doc: frm.doc,
+			freeze: true,
+		}).then((r) => {
+			if (!r.exc) {
+				frm.reload_doc();
+			}
+		});
+	},
+
+	complete_cycle(frm) {
+		let msg = __("This action will prevent making changes to the linked appraisal feedback/goals.");
+		msg += "<br>";
+		msg += __("Are you sure you want to proceed?");
+
+		frappe.confirm(
+			msg,
+			() => {
+				frm.call({
+					method: "complete_cycle",
+					doc: frm.doc,
+					freeze: true,
+				}).then((r) => {
+					if (!r.exc) {
+						frm.reload_doc();
+					}
+				});
+			}
+		);
+	},
+
+	show_appraisal_summary(frm) {
+		if (frm.doc.__islocal) return;
+
+		frappe.call(
+			"hrms.hr.doctype.appraisal_cycle.appraisal_cycle.get_appraisal_cycle_summary",
+			{cycle_name: frm.doc.name}
+		).then(r => {
+			if (r.message) {
+				frm.dashboard.add_indicator(__("Appraisees: {0}", [r.message.appraisees]), "blue");
+				frm.dashboard.add_indicator(__("Self Appraisal Pending: {0}", [r.message.self_appraisal_pending]), "orange");
+				frm.dashboard.add_indicator(__("Employees without Feedback: {0}", [r.message.feedback_missing]), "orange");
+				frm.dashboard.add_indicator(__("Employees without Goals: {0}", [r.message.goals_missing]), "orange");
+			}
+		});
+	}
+});

hrms/hr/doctype/appraisal_cycle/appraisal_cycle.json

@@ -0,0 +1,245 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "field:cycle_name",
+ "creation": "2022-08-24 15:05:29.694466",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "overview_tab",
+  "cycle_name",
+  "company",
+  "status",
+  "column_break_3",
+  "start_date",
+  "end_date",
+  "section_break_4",
+  "description",
+  "settings_section",
+  "kra_evaluation_method",
+  "applicable_for_tab",
+  "filters_section",
+  "branch",
+  "department",
+  "column_break_11",
+  "designation",
+  "employees_section",
+  "get_employees",
+  "appraisees"
+ ],
+ "fields": [
+  {
+   "fieldname": "start_date",
+   "fieldtype": "Date",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Start Date",
+   "reqd": 1
+  },
+  {
+   "allow_in_quick_entry": 1,
+   "fieldname": "end_date",
+   "fieldtype": "Date",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "End Date",
+   "reqd": 1
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "section_break_4",
+   "fieldtype": "Section Break",
+   "label": "Description"
+  },
+  {
+   "allow_in_quick_entry": 1,
+   "fieldname": "description",
+   "fieldtype": "Text Editor"
+  },
+  {
+   "fieldname": "column_break_3",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "applicable_for_tab",
+   "fieldtype": "Tab Break",
+   "label": "Applicable For"
+  },
+  {
+   "collapsible": 1,
+   "collapsible_depends_on": "eval: doc.__islocal",
+   "description": "Set optional filters to fetch employees in the appraisee list",
+   "fieldname": "filters_section",
+   "fieldtype": "Section Break",
+   "label": "Filters"
+  },
+  {
+   "fieldname": "branch",
+   "fieldtype": "Link",
+   "label": "Branch",
+   "options": "Branch"
+  },
+  {
+   "fieldname": "department",
+   "fieldtype": "Link",
+   "label": "Department",
+   "options": "Department"
+  },
+  {
+   "fieldname": "column_break_11",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "designation",
+   "fieldtype": "Link",
+   "label": "Designation",
+   "options": "Designation"
+  },
+  {
+   "fieldname": "get_employees",
+   "fieldtype": "Button",
+   "label": "Get Employees"
+  },
+  {
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Company",
+   "options": "Company",
+   "reqd": 1
+  },
+  {
+   "fieldname": "employees_section",
+   "fieldtype": "Section Break",
+   "label": "Employees"
+  },
+  {
+   "fieldname": "appraisees",
+   "fieldtype": "Table",
+   "options": "Appraisee"
+  },
+  {
+   "fieldname": "cycle_name",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Cycle Name",
+   "reqd": 1,
+   "unique": 1
+  },
+  {
+   "fieldname": "overview_tab",
+   "fieldtype": "Tab Break",
+   "label": "Overview"
+  },
+  {
+   "fieldname": "settings_section",
+   "fieldtype": "Section Break",
+   "label": "Settings"
+  },
+  {
+   "default": "Automated Based on Goal Progress",
+   "fieldname": "kra_evaluation_method",
+   "fieldtype": "Select",
+   "label": "KRA Evaluation Method",
+   "options": "Automated Based on Goal Progress\nManual Rating"
+  },
+  {
+   "default": "Not Started",
+   "fieldname": "status",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Status",
+   "options": "Not Started\nIn Progress\nCompleted",
+   "read_only": 1
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [
+  {
+   "link_doctype": "Appraisal",
+   "link_fieldname": "appraisal_cycle"
+  },
+  {
+   "link_doctype": "Employee Performance Feedback",
+   "link_fieldname": "appraisal_cycle"
+  },
+  {
+   "link_doctype": "Goal",
+   "link_fieldname": "appraisal_cycle"
+  }
+ ],
+ "modified": "2023-03-29 12:28:36.247120",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Appraisal Cycle",
+ "naming_rule": "By fieldname",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "HR Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "HR User",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Employee",
+   "select": 1,
+   "share": 1
+  }
+ ],
+ "search_fields": "start_date, end_date",
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": [
+  {
+   "color": "Gray",
+   "title": "Not Started"
+  },
+  {
+   "color": "Orange",
+   "title": "In Progress"
+  },
+  {
+   "color": "Green",
+   "title": "Completed"
+  }
+ ],
+ "track_changes": 1
+}

hrms/hr/doctype/appraisal_cycle/appraisal_cycle.py

@@ -0,0 +1,272 @@
+# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.query_builder.functions import Count
+from frappe.query_builder.terms import SubQuery
+
+
+class AppraisalCycle(Document):
+	def onload(self):
+		self.set_onload("appraisals_created", self.check_if_appraisals_exist())
+
+	def validate(self):
+		self.validate_from_to_dates("start_date", "end_date")
+		self.validate_evaluation_method_change()
+
+	def validate_evaluation_method_change(self):
+		if self.is_new():
+			return
+
+		if self.has_value_changed("kra_evaluation_method") and self.check_if_appraisals_exist():
+			frappe.throw(
+				_(
+					"Evaluation Method cannot be changed as there are existing appraisals created for this cycle"
+				),
+				title=_("Not Allowed"),
+			)
+
+	def check_if_appraisals_exist(self):
+		return frappe.db.exists(
+			"Appraisal",
+			{"appraisal_cycle": self.name, "docstatus": ["!=", 2]},
+		)
+
+	@frappe.whitelist()
+	def set_employees(self):
+		"""Pull employees in appraisee list based on selected filters"""
+		employees = self.get_employees_for_appraisal()
+		appraisal_templates = self.get_appraisal_template_map()
+
+		if employees:
+			self.set("appraisees", [])
+			template_missing = False
+
+			for data in employees:
+				if not appraisal_templates.get(data.designation):
+					template_missing = True
+
+				self.append(
+					"appraisees",
+					{
+						"employee": data.name,
+						"employee_name": data.employee_name,
+						"branch": data.branch,
+						"designation": data.designation,
+						"department": data.department,
+						"appraisal_template": appraisal_templates.get(data.designation),
+					},
+				)
+
+			if template_missing:
+				self.show_missing_template_message()
+		else:
+			self.set("appraisees", [])
+			frappe.msgprint(_("No employees found for the selected criteria"))
+
+		return self
+
+	def get_employees_for_appraisal(self):
+		filters = {
+			"status": "Active",
+			"company": self.company,
+		}
+		if self.department:
+			filters["department"] = self.department
+		if self.branch:
+			filters["branch"] = self.branch
+		if self.designation:
+			filters["designation"] = self.designation
+
+		employees = frappe.db.get_all(
+			"Employee",
+			filters=filters,
+			fields=[
+				"name",
+				"employee_name",
+				"branch",
+				"designation",
+				"department",
+			],
+		)
+
+		return employees
+
+	def get_appraisal_template_map(self):
+		designations = frappe.get_all("Designation", fields=["name", "appraisal_template"])
+		appraisal_templates = frappe._dict()
+
+		for entry in designations:
+			appraisal_templates[entry.name] = entry.appraisal_template
+
+		return appraisal_templates
+
+	@frappe.whitelist()
+	def create_appraisals(self):
+		self.check_permission("write")
+		if not self.appraisees:
+			frappe.throw(
+				_("Please select employees to create appraisals for"), title=_("No Employees Selected")
+			)
+
+		if not all(appraisee.appraisal_template for appraisee in self.appraisees):
+			self.show_missing_template_message(raise_exception=True)
+
+		if len(self.appraisees) > 30:
+			frappe.enqueue(
+				create_appraisals_for_cycle,
+				queue="long",
+				timeout=600,
+				appraisal_cycle=self,
+			)
+			frappe.msgprint(
+				_("Appraisal creation is queued. It may take a few minutes."),
+				alert=True,
+				indicator="blue",
+			)
+		else:
+			create_appraisals_for_cycle(self, publish_progress=True)
+			# since this method is called via frm.call this doc needs to be updated manually
+			self.reload()
+
+	def show_missing_template_message(self, raise_exception=False):
+		msg = _("Appraisal Template not found for some designations.")
+		msg += "<br><br>"
+		msg += _(
+			"Please set the Appraisal Template for all the {0} or select the template in the Employees table below."
+		).format(f"""<a href='{frappe.utils.get_url_to_list("Designation")}'>Designations</a>""")
+
+		frappe.msgprint(
+			msg, title=_("Appraisal Template Missing"), indicator="yellow", raise_exception=raise_exception
+		)
+
+	@frappe.whitelist()
+	def complete_cycle(self):
+		self.check_permission("write")
+
+		draft_appraisals = frappe.db.count("Appraisal", {"appraisal_cycle": self.name, "docstatus": 0})
+
+		if draft_appraisals:
+			link = frappe.utils.get_url_to_list("Appraisal") + f"?status=Draft&appraisal_cycle={self.name}"
+			link = f"""<a href="{link}">documents</a>"""
+
+			msg = _("{0} Appraisal(s) are not submitted yet").format(frappe.bold(draft_appraisals))
+			msg += "<br><br>"
+			msg += _("Please submit the {0} before marking the cycle as Completed").format(link)
+			frappe.throw(msg, title=_("Unsubmitted Appraisals"))
+
+		self.status = "Completed"
+		self.save()
+
+
+def create_appraisals_for_cycle(appraisal_cycle: AppraisalCycle, publish_progress: bool = False):
+	"""
+	Creates appraisals for employees in the appraisee list of appraisal cycle,
+	if not already created
+	"""
+	count = 0
+
+	for employee in appraisal_cycle.appraisees:
+		try:
+			appraisal = frappe.get_doc(
+				{
+					"doctype": "Appraisal",
+					"appraisal_template": employee.appraisal_template,
+					"employee": employee.employee,
+					"appraisal_cycle": appraisal_cycle.name,
+				}
+			)
+
+			appraisal.rate_goals_manually = (
+				1 if appraisal_cycle.kra_evaluation_method == "Manual Rating" else 0
+			)
+			appraisal.set_kras_and_rating_criteria()
+			appraisal.insert()
+
+			if publish_progress:
+				count += 1
+				frappe.publish_progress(
+					count * 100 / len(appraisal_cycle.appraisees), title=_("Creating Appraisals") + "..."
+				)
+		except frappe.DuplicateEntryError:
+			# already exists
+			pass
+
+
+def validate_active_appraisal_cycle(appraisal_cycle: str) -> None:
+	if frappe.db.get_value("Appraisal Cycle", appraisal_cycle, "status") == "Completed":
+		msg = _("Cannot create or change transactions against a {0} Appraisal Cycle.").format(
+			frappe.bold("Completed")
+		)
+		msg += "<br><br>"
+		msg += _("Mark the cycle as {0} if required.").format(frappe.bold("In Progress"))
+
+		frappe.throw(msg, title=_("Not Allowed"))
+
+
+@frappe.whitelist()
+def get_appraisal_cycle_summary(cycle_name: str) -> dict:
+	summary = frappe._dict()
+
+	summary["appraisees"] = frappe.db.count(
+		"Appraisal", {"appraisal_cycle": cycle_name, "docstatus": ("!=", 2)}
+	)
+	summary["self_appraisal_pending"] = frappe.db.count(
+		"Appraisal", {"appraisal_cycle": cycle_name, "docstatus": 0, "self_score": 0}
+	)
+	summary["goals_missing"] = get_employees_without_goals(cycle_name)
+	summary["feedback_missing"] = get_employees_without_feedback(cycle_name)
+
+	return summary
+
+
+def get_employees_without_goals(cycle_name: str) -> int:
+	Goal = frappe.qb.DocType("Goal")
+	Appraisal = frappe.qb.DocType("Appraisal")
+	count = Count("*").as_("count")
+
+	filtered_records = SubQuery(
+		frappe.qb.from_(Goal)
+		.select(Goal.employee)
+		.distinct()
+		.where((Goal.appraisal_cycle == cycle_name) & (Goal.status != "Archived"))
+	)
+
+	goals_missing = (
+		frappe.qb.from_(Appraisal)
+		.select(count)
+		.where(
+			(Appraisal.appraisal_cycle == cycle_name)
+			& (Appraisal.docstatus != 2)
+			& (Appraisal.employee.notin(filtered_records))
+		)
+	).run(as_dict=True)
+
+	return goals_missing[0].count
+
+
+def get_employees_without_feedback(cycle_name: str) -> int:
+	Feedback = frappe.qb.DocType("Employee Performance Feedback")
+	Appraisal = frappe.qb.DocType("Appraisal")
+	count = Count("*").as_("count")
+
+	filtered_records = SubQuery(
+		frappe.qb.from_(Feedback)
+		.select(Feedback.employee)
+		.distinct()
+		.where((Feedback.appraisal_cycle == cycle_name) & (Feedback.docstatus == 1))
+	)
+
+	feedback_missing = (
+		frappe.qb.from_(Appraisal)
+		.select(count)
+		.where(
+			(Appraisal.appraisal_cycle == cycle_name)
+			& (Appraisal.docstatus != 2)
+			& (Appraisal.employee.notin(filtered_records))
+		)
+	).run(as_dict=True)
+
+	return feedback_missing[0].count

hrms/hr/doctype/appraisal_cycle/test_appraisal_cycle.py

@@ -0,0 +1,86 @@
+# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.tests.utils import FrappeTestCase
+
+from erpnext.setup.doctype.designation.test_designation import create_designation
+from erpnext.setup.doctype.employee.test_employee import make_employee
+
+from hrms.hr.doctype.appraisal_template.test_appraisal_template import create_appraisal_template
+from hrms.tests.test_utils import create_company
+
+
+class TestAppraisalCycle(FrappeTestCase):
+	def setUp(self):
+		company = create_company("_Test Appraisal").name
+		self.template = create_appraisal_template()
+
+		engineer = create_designation(designation_name="Engineer")
+		engineer.appraisal_template = self.template.name
+		engineer.save()
+
+		create_designation(designation_name="Consultant")
+
+		self.employee1 = make_employee("employee1@example.com", company=company, designation="Engineer")
+		self.employee2 = make_employee(
+			"employee2@example.com", company=company, designation="Consultant"
+		)
+
+	def test_set_employees(self):
+		cycle = create_appraisal_cycle(designation="Engineer")
+
+		self.assertEqual(len(cycle.appraisees), 1)
+		self.assertEqual(cycle.appraisees[0].employee, self.employee1)
+
+	def test_create_appraisals(self):
+		cycle = create_appraisal_cycle(designation="Engineer")
+		cycle.create_appraisals()
+
+		appraisals = frappe.db.get_all("Appraisal", filters={"appraisal_cycle": cycle.name})
+		self.assertEqual(len(appraisals), 1)
+
+		appraisal = frappe.get_doc("Appraisal", appraisals[0].name)
+
+		for i in range(2):
+			# check if KRAs are set
+			self.assertEqual(appraisal.appraisal_kra[i].kra, self.template.goals[i].key_result_area)
+			self.assertEqual(appraisal.appraisal_kra[i].per_weightage, self.template.goals[i].per_weightage)
+
+			# check if rating criteria is set
+			self.assertEqual(appraisal.self_ratings[i].criteria, self.template.rating_criteria[i].criteria)
+			self.assertEqual(
+				appraisal.self_ratings[i].per_weightage, self.template.rating_criteria[i].per_weightage
+			)
+
+
+def create_appraisal_cycle(**args):
+	args = frappe._dict(args)
+
+	name = args.name or "Q1"
+	if frappe.db.exists("Appraisal Cycle", name):
+		frappe.delete_doc("Appraisal Cycle", name, force=True)
+
+	appraisal_cycle = frappe.get_doc(
+		{
+			"doctype": "Appraisal Cycle",
+			"cycle_name": name,
+			"company": args.company or "_Test Appraisal",
+			"start_date": args.start_date or "2022-01-01",
+			"end_date": args.end_date or "2022-03-31",
+		}
+	)
+
+	if args.kra_evaluation_method:
+		appraisal_cycle.kra_evaluation_method = args.kra_evaluation_method
+
+	filters = {}
+	for filter_by in ["department", "designation", "branch"]:
+		if args.get(filter_by):
+			filters[filter_by] = args.get(filter_by)
+
+	appraisal_cycle.update(filters)
+	appraisal_cycle.set_employees()
+	appraisal_cycle.insert()
+
+	return appraisal_cycle

hrms/hr/doctype/appraisal_goal/README.md

@@ -0,0 +1 @@
+Goal for the parent Appraisal.

hrms/hr/doctype/appraisal_goal/appraisal_goal.json

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