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Checklists for Plone HRM

Project description

Checklists for Plone HRM

With this package you can add checklists to an Employee. There you can keep track of things that need doing, like getting a copy of their passport for your administration.

If you set a due date for a checklist item and tick the email notification option, a reminder will also be sent.

N.B. The email notification system works by simply sending an email for every checklist item that is due _today_ (and has the notification option set). In other words, this package assumes that the IHRMCheckEvent is fired only once a day, preferrably before working hours. In other words: if the event is fired more than once a day, the emails will be sent more than once.

History of plonehrm.checklist

1.3 (2010-01-15)

  • Change the notification email link to point to the checklist item viewlet. [mark]

  • Integrated changes from 1.1.13. [vincent]

1.2.0 (2010-01-06)

  • Add option to get an email notification on the due date of a checklist item. Includes specifying a custom email address. Current behaviour: checklist items (tasks) created by the system do not have the notification flag set. The form to manually add tasks by default has the email notification checkbox ticked. [mark]

1.1.13 (2010-01-07)

  • The viewlet is now guarded by ‘plonehrm: view tasks viewlet’ + some corrections about items that can be edited. [vincent]

1.1.12 (2009-12-30)

  • Allow adding a checklist item in the next year; especially handy at the end of the year, like today. :-) [maurits]

1.1.11 (2009-09-11)

  • Bug fix in migration. If there is no checklist items, max(ids) raises an error. [vincent]

1.1.10 (2009-08-17)

  • Fixed error on self.context in content/checklist.py. At least seen in the tests. [maurits]

1.1.9 (2009-08-17)

  • Do not offer the user to edit or check a manager item if he does not have the proper permission. [maurits]

1.1.8 (2009-08-17)

  • Added migration step to fix default items that have the same ids. Apparently something is wrong in a previous migration so the checklist tool can end up with a few items that all have id 0. That wreaks havoc on the kss that is used for editing and adding items. [maurits]

1.1.7 (2009-08-13)

  • Updated translations [jladage]

  • Updated portal_checklist view to handle end contract items. It is now possible again to edit items. [vincent]

  • Portal checklist items now have the ‘end_contract’ property. Items for which this property is set to True are copied in the employee checklist when this one leaves the company. An upgrade step is necessary to make this work. [vincent]

1.1.6 (2009-07-29)

  • Updated KSS actions in the viewlet to update status message when performing actions. Also corrected a bug in the viewlet, error messages were not hidden when the fault was corrected (for example, you tried to add a task with no title and a past date, two errors were displayed. If you corrected the date, the title error was still shown) [vincent]

  • Updated translations [jladage]

1.1.5 (2009-07-24)

  • Added headers in checklist notelist, including translations. [laurens]

1.1.4 (2009-07-22)

  • Removed link to portal_checklist/edit, as this page does not work anymore with new checklist system. [mark+vincent]

  • Now when adding items, html characters are escaped. This makes the execution of javascript in the pages impossible. [mark+vincent]

1.1.3 (2009-07-07)

  • The editItem method of ChecklistTool now also edit employee checklist items. [vincent]

  • Updated the editItem method of ChecklistTool to avoid conflict in names. Also changed order of parameters (id then text) for coherence. [vincent]

  • Updated the editItem method of CheckList so it does not update the link if no value are provided. This solves the bug appearing when editing a item with a link (after edition, the link disappeared). [vincent]

  • Added the possibility to edit and delete items in checklist tool. Also changed the way id are set to items in order to avoid a possible bug with items deleting. [vincent]

1.1.2 (2009-06-15)

  • Totally ignore the item_due_date parameter passed by the viewlet, as it is unreliable. Just look at year/month/day. [maurits]

1.1.1 (2009-06-15)

  • When removing an item, take care to remove it by id, not by text. [maurits]

  • When adding an item, allow doubles. [maurits]

  • Refactored checklist to simply delete checked items instead of keeping them around. [maurits]

  • Fix: editing the due date of a checklist item was not working. [maurits]

  • Fixed error in handling add item request in kss when item_link and item_url are not passed. [maurits]

  • Catch AttributeErrors and KeyErrors thrown by brain.getObject(). [maurits]

1.1.0 (2009-06-12)

  • Removed item_link and item_url from the add viewlet. [laurens]

  • In the hrm module event notification, add a (manager) item with link_url, link_title and date, if they are set in the event. [maurits]

  • Now the ‘Checklist’ viewlet allows to add or edit tasks and is powered by KSS. [vincent]

  • Refactored Checklist and ChecklistTool. They do not use Archetype fields anymore, but PersistentList representing items. Each item is an instance of the CheckListItem class. An upgrade is needed to keep the old items (the upgrade is in plonehrm.checklist:default). [vincent]

1.0.8 (2009-06-04)

  • Use the portal factory for CheckList. [maurits]

1.0.7 (2009-06-03)

  • When adding checklist items to all current lists, only search in the parent of the tool, which might not be the root of the site. [maurits]

1.0.6 (2009-06-03)

  • Use the normal main_template instead of the prefs_main_template for the checklist tool view. [maurits]

1.0.5 (2009-06-03)

  • The ChecklistTool is no longer a unique object, which means you can add this tool for example inside a WorkLocation (from the ZMI or with some custom python code) so you can have checklists specific for this WorkLocation. [maurits]

1.0.4 (2009-06-02)

  • Removed the setting of the viewlets in the plonehrm_properties to the setuphandlers in Products.plonehrm, where we only set the order once. [maurits+markvl]

1.0.3 (2009-05-29)

  • Added id “checklist”, to be able to change the layout for this viewlet in sites. [mirella]

1.0.2 (2009-05-26)

  • When deleting an item, we delete from the allItems and the checkItems fields. [maurits+vincent]

  • Added two methods to the checklist class. The first one, findItems, searches items in the check list. The second one, deleteItem, deletes a specific item from the list. Those two methods are needed by plonehrm.absence, in order to manage call to sick employees. [vincent]

  • Removed .mo files from locales. This means those translations will not be visible in the old Plone 3.0. [maurits]

1.0.1 (2009-04-16)

  • Use collective.autopermission to register permissions. [maurits]

  • Set end-of-line style as native and set svn:ignores. [maurits]

1.0 (2008-10-02)

  • Using group icon for control panel. [maurits]

1.0 beta 2 (2 September 2008)

  • Added README.txt. [maurits]

1.0 beta 1 (13 December 2007)

  • Made new checklist tool view to allow easy adding of new checklist items. To enable this, the browser view was extended and configured to also work in the checklisttool context. [joris]

  • Corrected an error in addManagerItem. The item argument was missing. [joris]

  • Attached the contenttype to the EmployeeModuleWorkflow. [reinout]

  • Added new methods and fields for manager checklists. Also show these in the templates and rewrite the browser view to get rid of POST popup windows when using the browsers back button. [joris]

  • Added bare-bones worklocation viewlet. [reinout

  • Extended the tests to check the tool’s behaviour. Also added methods for adding items to both the checklist CT and the tool. The tool’s addItem() method can also add items to all existing items. [reinout]

  • Added a tool for storing the default checklist items. [reinout]

  • Joris improved the UI on friday (for the “homepage”). Today I added a better widget to the normal edit form (though that ought only to be used when fixing mistakes made by clicking checkboxes on the homepage). [reinout]

  • Added an empty propertysheet through genericsetup (for later customisation in a customisation product). Aaaaaand… added this changelog. [reinout]

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