874 lines
24 KiB
Python
874 lines
24 KiB
Python
"""
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HR app admin configuration.
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"""
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from django.contrib import admin
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from django.utils.html import format_html
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from django.urls import reverse
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from django.utils.safestring import mark_safe
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from decimal import Decimal
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from datetime import date
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from .models import (
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Employee, Department, Schedule, ScheduleAssignment,
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TimeEntry, PerformanceReview, TrainingRecord
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)
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class ScheduleInline(admin.TabularInline):
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"""
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Inline admin for employee schedules.
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"""
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model = Schedule
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extra = 0
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fields = [
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'name', 'schedule_type', 'effective_date',
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'end_date', 'is_active'
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]
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readonly_fields = ['schedule_id']
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class TimeEntryInline(admin.TabularInline):
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"""
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Inline admin for employee time entries.
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"""
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model = TimeEntry
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extra = 0
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fields = [
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'work_date', 'clock_in_time', 'clock_out_time',
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'total_hours', 'entry_type', 'status'
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]
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readonly_fields = ['entry_id', 'total_hours']
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class PerformanceReviewInline(admin.TabularInline):
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"""
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Inline admin for employee performance reviews.
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"""
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model = PerformanceReview
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extra = 0
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fields = [
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'review_date', 'review_type', 'overall_rating', 'status'
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]
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readonly_fields = ['review_id']
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class TrainingRecordInline(admin.TabularInline):
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"""
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Inline admin for employee training records.
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"""
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model = TrainingRecord
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extra = 0
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fields = [
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'training_name', 'training_date', 'completion_date',
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'status', 'passed'
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]
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readonly_fields = ['record_id']
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@admin.register(Employee)
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class EmployeeAdmin(admin.ModelAdmin):
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"""
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Admin interface for employees.
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"""
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list_display = [
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'employee_number', 'get_full_name', 'job_title',
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'department', 'employment_type', 'employment_status',
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'hire_date', 'years_of_service_display', 'license_status_display'
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]
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list_filter = [
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'tenant', 'department', 'employment_type', 'employment_status',
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'gender', 'hire_date'
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]
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search_fields = [
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'employee_number', 'first_name', 'last_name',
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'email', 'job_title'
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]
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readonly_fields = [
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'employee_id', 'age', 'years_of_service',
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'is_license_expired',
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'created_at', 'updated_at'
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]
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fieldsets = [
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('Employee Information', {
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'fields': [
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'employee_id', 'tenant', 'employee_number', 'user'
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]
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}),
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('Personal Information', {
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'fields': [
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'first_name', 'last_name', 'middle_name', 'preferred_name'
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]
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}),
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('Contact Information', {
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'fields': [
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'email', 'phone', 'mobile_phone', 'profile_picture'
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]
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}),
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('Address Information', {
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'fields': [
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'address_line_1', 'address_line_2', 'city', 'postal_code', 'country'
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],
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'classes': ['collapse']
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}),
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('Personal Details', {
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'fields': [
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'date_of_birth', 'gender', 'marital_status'
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]
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}),
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('Employment Information', {
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'fields': [
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'department', 'job_title', 'employment_type', 'employment_status'
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]
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}),
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('Employment Dates', {
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'fields': [
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'hire_date', 'termination_date'
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]
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}),
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('Supervisor Information', {
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'fields': [
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'supervisor'
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]
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}),
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('Work Schedule Information', {
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'fields': [
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'standard_hours_per_week', 'fte_percentage'
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]
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}),
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('Compensation Information', {
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'fields': [
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'hourly_rate', 'annual_salary'
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]
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}),
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('Professional Information', {
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'fields': [
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'license_number', 'license_expiry_date',
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]
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}),
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('Emergency Contact', {
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'fields': [
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'emergency_contact_name', 'emergency_contact_relationship',
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'emergency_contact_phone'
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],
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'classes': ['collapse']
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}),
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('Calculated Fields', {
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'fields': [
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'age', 'years_of_service', 'is_license_expired',
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],
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'classes': ['collapse']
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}),
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('Notes', {
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'fields': [
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'notes'
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],
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'classes': ['collapse']
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}),
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('Metadata', {
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'fields': [
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'created_at', 'updated_at', 'created_by'
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],
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'classes': ['collapse']
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})
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]
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inlines = [ScheduleInline, TimeEntryInline, PerformanceReviewInline, TrainingRecordInline]
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date_hierarchy = 'hire_date'
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def years_of_service_display(self, obj):
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"""Display years of service."""
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years = obj.years_of_service
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if years:
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return f"{years:.1f} years"
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return "0 years"
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years_of_service_display.short_description = 'Years of Service'
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def license_status_display(self, obj):
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"""Display license status with color coding."""
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if not obj.license_number:
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return format_html('<span style="color: gray;">No License</span>')
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if obj.is_license_expired:
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return format_html('<span style="color: red;">⚠️ Expired</span>')
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if obj.license_expiry_date:
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days_to_expiry = (obj.license_expiry_date - date.today()).days
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if days_to_expiry <= 30:
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return format_html('<span style="color: orange;">⚠️ Expires Soon</span>')
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return format_html('<span style="color: green;">✓ Valid</span>')
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license_status_display.short_description = 'License Status'
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def get_queryset(self, request):
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"""Filter by user's tenant."""
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qs = super().get_queryset(request)
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if hasattr(request.user, 'tenant'):
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qs = qs.filter(tenant=request.user.tenant)
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return qs.select_related('department', 'supervisor')
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@admin.register(Department)
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class DepartmentAdmin(admin.ModelAdmin):
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"""
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Admin interface for departments.
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"""
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list_display = [
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'code', 'name', 'department_type',
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'department_head', 'employee_count_display',
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'total_fte_display', 'is_active'
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]
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list_filter = [
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'tenant', 'department_type', 'is_active'
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]
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search_fields = [
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'code', 'name', 'description'
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]
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readonly_fields = [
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'department_id', 'employee_count', 'total_fte',
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'created_at', 'updated_at'
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]
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fieldsets = [
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('Department Information', {
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'fields': [
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'department_id', 'tenant', 'code', 'name', 'description'
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]
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}),
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('Department Type', {
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'fields': [
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'department_type'
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]
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}),
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('Hierarchy', {
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'fields': [
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'parent_department'
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]
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}),
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('Management', {
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'fields': [
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'department_head'
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]
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}),
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('Budget Information', {
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'fields': [
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'annual_budget', 'cost_center'
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]
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}),
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('Location Information', {
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'fields': [
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'location'
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]
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}),
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('Department Status', {
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'fields': [
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'is_active'
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]
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}),
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('Summary Information', {
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'fields': [
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'employee_count', 'total_fte'
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],
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'classes': ['collapse']
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}),
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('Notes', {
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'fields': [
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'notes'
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],
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'classes': ['collapse']
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}),
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('Metadata', {
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'fields': [
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'created_at', 'updated_at', 'created_by'
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],
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'classes': ['collapse']
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})
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]
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def employee_count_display(self, obj):
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"""Display employee count."""
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return obj.employee_count
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employee_count_display.short_description = 'Employees'
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def total_fte_display(self, obj):
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"""Display total FTE."""
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return f"{obj.total_fte:.1f}"
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total_fte_display.short_description = 'Total FTE'
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def get_queryset(self, request):
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"""Filter by user's tenant."""
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qs = super().get_queryset(request)
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if hasattr(request.user, 'tenant'):
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qs = qs.filter(tenant=request.user.tenant)
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return qs.select_related('department_head')
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class ScheduleAssignmentInline(admin.TabularInline):
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"""
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Inline admin for schedule assignments.
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"""
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model = ScheduleAssignment
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extra = 0
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fields = [
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'assignment_date', 'start_time', 'end_time',
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'shift_type', 'status'
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]
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readonly_fields = ['assignment_id', 'total_hours']
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@admin.register(Schedule)
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class ScheduleAdmin(admin.ModelAdmin):
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"""
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Admin interface for schedules.
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"""
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list_display = [
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'employee_name', 'name', 'schedule_type',
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'effective_date', 'end_date', 'is_current_display', 'is_active'
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]
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list_filter = [
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'schedule_type', 'effective_date', 'is_active'
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]
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search_fields = [
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'employee__first_name', 'employee__last_name',
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'employee__employee_number', 'name'
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]
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readonly_fields = [
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'schedule_id', 'tenant', 'is_current',
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'created_at', 'updated_at'
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]
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fieldsets = [
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('Schedule Information', {
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'fields': [
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'schedule_id', 'employee', 'name', 'description'
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]
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}),
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('Schedule Type', {
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'fields': [
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'schedule_type'
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]
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}),
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('Schedule Dates', {
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'fields': [
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'effective_date', 'end_date'
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]
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}),
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('Schedule Pattern', {
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'fields': [
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'schedule_pattern'
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]
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}),
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('Schedule Status', {
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'fields': [
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'is_active'
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]
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}),
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('Approval Information', {
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'fields': [
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'approved_by', 'approval_date'
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]
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}),
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('Status Information', {
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'fields': [
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'is_current'
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],
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'classes': ['collapse']
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}),
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('Notes', {
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'fields': [
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'notes'
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],
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'classes': ['collapse']
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}),
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('Related Information', {
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'fields': [
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'tenant'
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],
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'classes': ['collapse']
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}),
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('Metadata', {
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'fields': [
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'created_at', 'updated_at', 'created_by'
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],
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'classes': ['collapse']
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})
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]
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inlines = [ScheduleAssignmentInline]
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date_hierarchy = 'effective_date'
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def employee_name(self, obj):
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"""Display employee name."""
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return obj.employee.get_full_name()
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employee_name.short_description = 'Employee'
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def is_current_display(self, obj):
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"""Display current status with icon."""
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if obj.is_current:
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return format_html('<span style="color: green;">✓ Current</span>')
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return format_html('<span style="color: gray;">Not Current</span>')
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is_current_display.short_description = 'Current'
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def get_queryset(self, request):
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"""Filter by user's tenant."""
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qs = super().get_queryset(request)
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if hasattr(request.user, 'tenant'):
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qs = qs.filter(employee__tenant=request.user.tenant)
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return qs.select_related('employee', 'approved_by')
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@admin.register(ScheduleAssignment)
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class ScheduleAssignmentAdmin(admin.ModelAdmin):
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"""
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Admin interface for schedule assignments.
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"""
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list_display = [
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'employee_name', 'assignment_date', 'start_time',
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'end_time', 'shift_type', 'total_hours_display', 'status'
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]
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list_filter = [
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'shift_type', 'status', 'assignment_date'
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]
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search_fields = [
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'schedule__employee__first_name', 'schedule__employee__last_name',
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'schedule__employee__employee_number'
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]
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readonly_fields = [
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'assignment_id', 'tenant', 'employee', 'total_hours',
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'created_at', 'updated_at'
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]
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fieldsets = [
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('Assignment Information', {
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'fields': [
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'assignment_id', 'schedule'
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]
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}),
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('Date and Time', {
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'fields': [
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'assignment_date', 'start_time', 'end_time'
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]
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}),
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('Shift Information', {
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'fields': [
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'shift_type'
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]
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}),
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('Location Information', {
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'fields': [
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'department', 'location'
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]
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}),
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('Assignment Status', {
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'fields': [
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'status'
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]
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}),
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('Break Information', {
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'fields': [
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'break_minutes', 'lunch_minutes'
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]
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}),
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('Calculated Information', {
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'fields': [
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'total_hours'
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],
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'classes': ['collapse']
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}),
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('Notes', {
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'fields': [
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'notes'
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],
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'classes': ['collapse']
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}),
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('Related Information', {
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'fields': [
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'tenant', 'employee'
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],
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'classes': ['collapse']
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}),
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('Metadata', {
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'fields': [
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'created_at', 'updated_at'
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],
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'classes': ['collapse']
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})
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]
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date_hierarchy = 'assignment_date'
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def employee_name(self, obj):
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"""Display employee name."""
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return obj.employee.get_full_name()
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employee_name.short_description = 'Employee'
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def total_hours_display(self, obj):
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"""Display total hours."""
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return f"{obj.total_hours:.2f}"
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total_hours_display.short_description = 'Hours'
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def get_queryset(self, request):
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"""Filter by user's tenant."""
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qs = super().get_queryset(request)
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if hasattr(request.user, 'tenant'):
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qs = qs.filter(schedule__employee__tenant=request.user.tenant)
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return qs.select_related('schedule__employee', 'department')
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@admin.register(TimeEntry)
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class TimeEntryAdmin(admin.ModelAdmin):
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"""
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Admin interface for time entries.
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"""
|
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list_display = [
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'employee_name', 'work_date', 'clock_in_time',
|
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'clock_out_time', 'total_hours', 'entry_type',
|
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'status', 'approval_status_display'
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]
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list_filter = [
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'entry_type', 'status', 'work_date'
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]
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search_fields = [
|
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'employee__first_name', 'employee__last_name',
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'employee__employee_number'
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]
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readonly_fields = [
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'entry_id', 'tenant', 'regular_hours', 'overtime_hours',
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'total_hours', 'is_approved', 'created_at', 'updated_at'
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]
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fieldsets = [
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('Time Entry Information', {
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'fields': [
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'entry_id', 'employee'
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]
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}),
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('Date and Time', {
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'fields': [
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'work_date', 'clock_in_time', 'clock_out_time'
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]
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}),
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('Break Times', {
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'fields': [
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'break_start_time', 'break_end_time',
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'lunch_start_time', 'lunch_end_time'
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]
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}),
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('Hours Information', {
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'fields': [
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'regular_hours', 'overtime_hours', 'total_hours'
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]
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}),
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('Entry Type', {
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'fields': [
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'entry_type'
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]
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}),
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('Department and Location', {
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'fields': [
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'department', 'location'
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]
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}),
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('Approval Information', {
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'fields': [
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'approved_by', 'approval_date'
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]
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}),
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('Entry Status', {
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'fields': [
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'status'
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]
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}),
|
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('Status Information', {
|
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'fields': [
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'is_approved'
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],
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'classes': ['collapse']
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}),
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('Notes', {
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'fields': [
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'notes'
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],
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'classes': ['collapse']
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}),
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('Related Information', {
|
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'fields': [
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'tenant'
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],
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'classes': ['collapse']
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}),
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|
('Metadata', {
|
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'fields': [
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'created_at', 'updated_at'
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],
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'classes': ['collapse']
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})
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|
]
|
|
date_hierarchy = 'work_date'
|
|
|
|
def employee_name(self, obj):
|
|
"""Display employee name."""
|
|
return obj.employee.get_full_name()
|
|
employee_name.short_description = 'Employee'
|
|
|
|
def approval_status_display(self, obj):
|
|
"""Display approval status with icon."""
|
|
if obj.is_approved:
|
|
return format_html('<span style="color: green;">✓ Approved</span>')
|
|
elif obj.status == 'REJECTED':
|
|
return format_html('<span style="color: red;">✗ Rejected</span>')
|
|
elif obj.status == 'SUBMITTED':
|
|
return format_html('<span style="color: orange;">⏳ Pending</span>')
|
|
return format_html('<span style="color: gray;">Draft</span>')
|
|
approval_status_display.short_description = 'Approval'
|
|
|
|
def get_queryset(self, request):
|
|
"""Filter by user's tenant."""
|
|
qs = super().get_queryset(request)
|
|
if hasattr(request.user, 'tenant'):
|
|
qs = qs.filter(employee__tenant=request.user.tenant)
|
|
return qs.select_related('employee', 'department', 'approved_by')
|
|
|
|
|
|
@admin.register(PerformanceReview)
|
|
class PerformanceReviewAdmin(admin.ModelAdmin):
|
|
"""
|
|
Admin interface for performance reviews.
|
|
"""
|
|
list_display = [
|
|
'employee_name', 'review_date', 'review_type',
|
|
'overall_rating', 'status', 'is_overdue_display'
|
|
]
|
|
list_filter = [
|
|
'review_type', 'status', 'overall_rating', 'review_date'
|
|
]
|
|
search_fields = [
|
|
'employee__first_name', 'employee__last_name',
|
|
'employee__employee_number'
|
|
]
|
|
readonly_fields = [
|
|
'review_id', 'tenant', 'is_overdue',
|
|
'created_at', 'updated_at'
|
|
]
|
|
fieldsets = [
|
|
('Review Information', {
|
|
'fields': [
|
|
'review_id', 'employee'
|
|
]
|
|
}),
|
|
('Review Period', {
|
|
'fields': [
|
|
'review_period_start', 'review_period_end', 'review_date'
|
|
]
|
|
}),
|
|
('Review Type', {
|
|
'fields': [
|
|
'review_type'
|
|
]
|
|
}),
|
|
('Reviewer Information', {
|
|
'fields': [
|
|
'reviewer'
|
|
]
|
|
}),
|
|
('Overall Rating', {
|
|
'fields': [
|
|
'overall_rating'
|
|
]
|
|
}),
|
|
('Competency Ratings', {
|
|
'fields': [
|
|
'competency_ratings'
|
|
]
|
|
}),
|
|
('Goals and Objectives', {
|
|
'fields': [
|
|
'goals_achieved', 'goals_not_achieved', 'future_goals'
|
|
]
|
|
}),
|
|
('Strengths and Areas for Improvement', {
|
|
'fields': [
|
|
'strengths', 'areas_for_improvement'
|
|
]
|
|
}),
|
|
('Development Plan', {
|
|
'fields': [
|
|
'development_plan', 'training_recommendations'
|
|
]
|
|
}),
|
|
('Employee Comments', {
|
|
'fields': [
|
|
'employee_comments', 'employee_signature_date'
|
|
]
|
|
}),
|
|
('Review Status', {
|
|
'fields': [
|
|
'status'
|
|
]
|
|
}),
|
|
('Status Information', {
|
|
'fields': [
|
|
'is_overdue'
|
|
],
|
|
'classes': ['collapse']
|
|
}),
|
|
('Notes', {
|
|
'fields': [
|
|
'notes'
|
|
],
|
|
'classes': ['collapse']
|
|
}),
|
|
('Related Information', {
|
|
'fields': [
|
|
'tenant'
|
|
],
|
|
'classes': ['collapse']
|
|
}),
|
|
('Metadata', {
|
|
'fields': [
|
|
'created_at', 'updated_at'
|
|
],
|
|
'classes': ['collapse']
|
|
})
|
|
]
|
|
date_hierarchy = 'review_date'
|
|
|
|
def employee_name(self, obj):
|
|
"""Display employee name."""
|
|
return obj.employee.get_full_name()
|
|
employee_name.short_description = 'Employee'
|
|
|
|
def is_overdue_display(self, obj):
|
|
"""Display overdue status with icon."""
|
|
if obj.is_overdue:
|
|
return format_html('<span style="color: red;">⚠️ Overdue</span>')
|
|
return format_html('<span style="color: green;">✓ On Time</span>')
|
|
is_overdue_display.short_description = 'Status'
|
|
|
|
def get_queryset(self, request):
|
|
"""Filter by user's tenant."""
|
|
qs = super().get_queryset(request)
|
|
if hasattr(request.user, 'tenant'):
|
|
qs = qs.filter(employee__tenant=request.user.tenant)
|
|
return qs.select_related('employee', 'reviewer')
|
|
|
|
|
|
@admin.register(TrainingRecord)
|
|
class TrainingRecordAdmin(admin.ModelAdmin):
|
|
"""
|
|
Admin interface for training records.
|
|
"""
|
|
list_display = [
|
|
'employee_name', 'training_name', 'training_type',
|
|
'training_date', 'completion_date', 'status',
|
|
'passed', 'expiry_status_display'
|
|
]
|
|
list_filter = [
|
|
'training_type', 'status', 'passed', 'training_date'
|
|
]
|
|
search_fields = [
|
|
'employee__first_name', 'employee__last_name',
|
|
'employee__employee_number', 'training_name'
|
|
]
|
|
readonly_fields = [
|
|
'record_id', 'tenant', 'is_expired', 'days_to_expiry',
|
|
'is_due_for_renewal', 'created_at', 'updated_at'
|
|
]
|
|
fieldsets = [
|
|
('Training Information', {
|
|
'fields': [
|
|
'record_id', 'employee', 'training_name', 'training_description'
|
|
]
|
|
}),
|
|
('Training Type', {
|
|
'fields': [
|
|
'training_type'
|
|
]
|
|
}),
|
|
('Training Provider', {
|
|
'fields': [
|
|
'training_provider', 'instructor'
|
|
]
|
|
}),
|
|
('Training Dates', {
|
|
'fields': [
|
|
'training_date', 'completion_date', 'expiry_date'
|
|
]
|
|
}),
|
|
('Training Details', {
|
|
'fields': [
|
|
'duration_hours', 'credits_earned'
|
|
]
|
|
}),
|
|
('Training Status', {
|
|
'fields': [
|
|
'status'
|
|
]
|
|
}),
|
|
('Results', {
|
|
'fields': [
|
|
'score', 'passed'
|
|
]
|
|
}),
|
|
('Certification Information', {
|
|
'fields': [
|
|
'certificate_number', 'certification_body'
|
|
]
|
|
}),
|
|
('Cost Information', {
|
|
'fields': [
|
|
'training_cost'
|
|
]
|
|
}),
|
|
('Expiry Information', {
|
|
'fields': [
|
|
'is_expired', 'days_to_expiry', 'is_due_for_renewal'
|
|
],
|
|
'classes': ['collapse']
|
|
}),
|
|
('Notes', {
|
|
'fields': [
|
|
'notes'
|
|
],
|
|
'classes': ['collapse']
|
|
}),
|
|
('Related Information', {
|
|
'fields': [
|
|
'tenant'
|
|
],
|
|
'classes': ['collapse']
|
|
}),
|
|
('Metadata', {
|
|
'fields': [
|
|
'created_at', 'updated_at', 'created_by'
|
|
],
|
|
'classes': ['collapse']
|
|
})
|
|
]
|
|
date_hierarchy = 'training_date'
|
|
|
|
def employee_name(self, obj):
|
|
"""Display employee name."""
|
|
return obj.employee.get_full_name()
|
|
employee_name.short_description = 'Employee'
|
|
|
|
def expiry_status_display(self, obj):
|
|
"""Display expiry status with color coding."""
|
|
if not obj.expiry_date:
|
|
return format_html('<span style="color: gray;">No Expiry</span>')
|
|
|
|
if obj.is_expired:
|
|
return format_html('<span style="color: red;">⚠️ Expired</span>')
|
|
|
|
if obj.is_due_for_renewal:
|
|
return format_html('<span style="color: orange;">⚠️ Due Soon</span>')
|
|
|
|
return format_html('<span style="color: green;">✓ Valid</span>')
|
|
expiry_status_display.short_description = 'Expiry Status'
|
|
|
|
def get_queryset(self, request):
|
|
"""Filter by user's tenant."""
|
|
qs = super().get_queryset(request)
|
|
if hasattr(request.user, 'tenant'):
|
|
qs = qs.filter(employee__tenant=request.user.tenant)
|
|
return qs.select_related('employee', 'created_by')
|
|
|
|
|
|
# Customize admin site
|
|
admin.site.site_header = "Hospital Management System - HR"
|
|
admin.site.site_title = "HR Admin"
|
|
admin.site.index_title = "Human Resources Administration"
|
|
|