[IMP] hr_appraisal_oca: add configurable email notifications

hr_appraisal_oca/README.rst

@@ -1,7 +1,3 @@
-.. image:: https://odoo-community.org/readme-banner-image
-   :target: https://odoo-community.org/get-involved?utm_source=readme
-   :alt: Odoo Community Association
-
 =============
 Appraisal Oca
 =============
@@ -17,7 +13,7 @@ Appraisal Oca
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
     :target: https://odoo-community.org/page/development-status
     :alt: Beta
-.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
     :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
     :alt: License: AGPL-3
 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fhr-lightgray.png?logo=github
@@ -148,6 +144,22 @@ click Restore.
 Archiving does not delete the record; you can archive or restore
 appraisals at any time.
 
+8. Email notifications in the appraisal workflow are configurable per
+appraisal.
+
+By default, email notifications are enabled. When the appraisal is
+confirmed, an email is sent to the employee and the assigned managers.
+Similarly, when the appraisal is marked as Done, completion emails are
+sent.
+
+If the **Send email notifications** option is disabled on the appraisal
+record, no automatic emails will be sent during confirmation or
+completion. All other workflow actions, such as state changes and
+activity creation, remain unchanged.
+
+This allows disabling notifications for specific appraisals without
+affecting the standard behavior for others.
+
 - Tip
 
 Modifications are not possible once the appraisal is marked as done.

hr_appraisal_oca/i18n/es.po

@@ -777,6 +777,11 @@ msgstr ""
 msgid "If checked, some messages have a delivery error."
 msgstr "Si se encuentra seleccionado, algunos mensajes tienen error de envío."
 
+#. module: hr_appraisal_oca
+#: model:ir.model.fields,help:hr_appraisal_oca.field_hr_appraisal__send_email_notifications
+msgid "If unchecked, no automatic emails will be sent in the evaluation flow."
+msgstr "Si esta casilla no está marcada, no se enviarán correos electrónicos automáticos durante el proceso de valoración."
+
 #. module: hr_appraisal_oca
 #: model:ir.model.fields,field_description:hr_appraisal_oca.field_hr_appraisal_template__is_default
 msgid "Is Default"
@@ -1050,6 +1055,11 @@ msgstr "Enviar"
 msgid "Send by email"
 msgstr "Enviar por correo electrónico"
 
+#. module: hr_appraisal_oca
+#: model:ir.model.fields,field_description:hr_appraisal_oca.field_hr_appraisal__send_email_notifications
+msgid "Send email notifications"
+msgstr "Enviar notificaciones"
+
 #. module: hr_appraisal_oca
 #: model:ir.model,name:hr_appraisal_oca.model_send_email_with_template
 msgid "Sending Email with Template"

hr_appraisal_oca/i18n/hr_appraisal_oca.pot

@@ -611,6 +611,11 @@ msgstr ""
 msgid "If checked, some messages have a delivery error."
 msgstr ""
 
+#. module: hr_appraisal_oca
+#: model:ir.model.fields,help:hr_appraisal_oca.field_hr_appraisal__send_email_notifications
+msgid "If unchecked, no automatic emails will be sent in the evaluation flow."
+msgstr ""
+
 #. module: hr_appraisal_oca
 #: model:ir.model.fields,field_description:hr_appraisal_oca.field_hr_appraisal_template__is_default
 msgid "Is Default"
@@ -879,6 +884,11 @@ msgstr ""
 msgid "Send by email"
 msgstr ""
 
+#. module: hr_appraisal_oca
+#: model:ir.model.fields,field_description:hr_appraisal_oca.field_hr_appraisal__send_email_notifications
+msgid "Send email notifications"
+msgstr ""
+
 #. module: hr_appraisal_oca
 #: model:ir.model,name:hr_appraisal_oca.model_send_email_with_template
 msgid "Sending Email with Template"

hr_appraisal_oca/models/hr_appraisal.py

@@ -101,6 +101,11 @@ class HrAppraisal(models.Model):
     )
     tag_ids = fields.Many2many("hr.appraisal.tag", string="Tags")
     active = fields.Boolean(default=True)
+    send_email_notifications = fields.Boolean(
+        string="Send email notifications",
+        default=True,
+        help="If unchecked, no automatic emails will be sent in the evaluation flow.",
+    )
 
     @api.model
     def default_get(self, fields_list):
@@ -142,6 +147,14 @@ def default_get(self, fields_list):
                 )
         return res
 
+    def _can_send_appraisal_email(self):
+        self.ensure_one()
+        # Permite sobreescribir por contexto en acciones puntuales:
+        # context['send_email_notifications'] = True/False
+        return self.env.context.get(
+            "send_email_notifications", self.send_email_notifications
+        )
+
     @api.model
     def _default_employee_id(self):
         """
@@ -354,6 +367,9 @@ def action_back(self):
         self.state = "1_new"
 
     def _send_email(self, recipient_users, template, email):
+        # Si está desactivado, no enviar correo (pero el resto del flujo sigue)
+        if not self._can_send_appraisal_email():
+            return
         if not email or not recipient_users:
             return
         ctx = {"recipient_users": recipient_users}

hr_appraisal_oca/readme/USAGE.md

@@ -85,6 +85,19 @@ To restore an appraisal, open it (with the Archived filter active) and click Res
 
 Archiving does not delete the record; you can archive or restore appraisals at any time.
 
+8\. Email notifications in the appraisal workflow are configurable per appraisal.
+
+By default, email notifications are enabled. When the appraisal is confirmed,
+an email is sent to the employee and the assigned managers. Similarly, when
+the appraisal is marked as Done, completion emails are sent.
+
+If the **Send email notifications** option is disabled on the appraisal record,
+no automatic emails will be sent during confirmation or completion. All other
+workflow actions, such as state changes and activity creation, remain unchanged.
+
+This allows disabling notifications for specific appraisals without affecting
+the standard behavior for others.
+
 - Tip
 
 Modifications are not possible once the appraisal is marked as done.

hr_appraisal_oca/static/description/index.html

@@ -3,7 +3,7 @@
 <head>
 <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
 <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
-<title>README.rst</title>
+<title>Appraisal Oca</title>
 <style type="text/css">
 
 /*
@@ -360,21 +360,16 @@
 </style>
 </head>
 <body>
-<div class="document">
+<div class="document" id="appraisal-oca">
+<h1 class="title">Appraisal Oca</h1>
 
-
-<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
-<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
-</a>
-<div class="section" id="appraisal-oca">
-<h1>Appraisal Oca</h1>
 <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! source digest: sha256:3f63ea6cad290f36bf1d6dee541e8d31e469d1d759f25df21339cf4c024fa59c
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
-<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/hr/tree/18.0/hr_appraisal_oca"><img alt="OCA/hr" src="https://img.shields.io/badge/github-OCA%2Fhr-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/hr-18-0/hr-18-0-hr_appraisal_oca"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/hr&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/hr/tree/18.0/hr_appraisal_oca"><img alt="OCA/hr" src="https://img.shields.io/badge/github-OCA%2Fhr-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/hr-18-0/hr-18-0-hr_appraisal_oca"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/hr&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>This module helps maintain the employee motivation process through
 periodic performance appraisals.</p>
 <p>Managers can evaluate employee performance and enable employees to
@@ -394,7 +389,7 @@ <h1>Appraisal Oca</h1>
 </ul>
 </div>
 <div class="section" id="usage">
-<h2><a class="toc-backref" href="#toc-entry-1">Usage</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
 <p>To create a new appraisal for an employee, first navigate to the main
 Appraisals dashboard by opening the Appraisals app. The Appraisals
 dashboard is the default view.</p>
@@ -474,6 +469,18 @@ <h2><a class="toc-backref" href="#toc-entry-1">Usage</a></h2>
 click Restore.</p>
 <p>Archiving does not delete the record; you can archive or restore
 appraisals at any time.</p>
+<p>8. Email notifications in the appraisal workflow are configurable per
+appraisal.</p>
+<p>By default, email notifications are enabled. When the appraisal is
+confirmed, an email is sent to the employee and the assigned managers.
+Similarly, when the appraisal is marked as Done, completion emails are
+sent.</p>
+<p>If the <strong>Send email notifications</strong> option is disabled on the appraisal
+record, no automatic emails will be sent during confirmation or
+completion. All other workflow actions, such as state changes and
+activity creation, remain unchanged.</p>
+<p>This allows disabling notifications for specific appraisals without
+affecting the standard behavior for others.</p>
 <ul class="simple">
 <li>Tip</li>
 </ul>
@@ -485,23 +492,23 @@ <h2><a class="toc-backref" href="#toc-entry-1">Usage</a></h2>
 button again.</p>
 </div>
 <div class="section" id="bug-tracker">
-<h2><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
 <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/hr/issues">GitHub Issues</a>.
 In case of trouble, please check there if your issue has already been reported.
 If you spotted it first, help us to smash it by providing a detailed and welcomed
 <a class="reference external" href="https://github.com/OCA/hr/issues/new?body=module:%20hr_appraisal_oca%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
 <p>Do not contact contributors directly about support or help with technical issues.</p>
 </div>
 <div class="section" id="credits">
-<h2><a class="toc-backref" href="#toc-entry-3">Credits</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1>
 <div class="section" id="authors">
-<h3><a class="toc-backref" href="#toc-entry-4">Authors</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2>
 <ul class="simple">
 <li>Fundación Esment</li>
 </ul>
 </div>
 <div class="section" id="contributors">
-<h3><a class="toc-backref" href="#toc-entry-5">Contributors</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
 <ul class="simple">
 <li><a class="reference external" href="https://esment.org/">Fundación Esment</a>:<ul>
 <li>Estefanía Bauzá</li>
@@ -515,7 +522,7 @@ <h3><a class="toc-backref" href="#toc-entry-5">Contributors</a></h3>
 </ul>
 </div>
 <div class="section" id="maintainers">
-<h3><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
 <p>This module is maintained by the OCA.</p>
 <a class="reference external image-reference" href="https://odoo-community.org">
 <img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
@@ -530,6 +537,5 @@ <h3><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h3>
 </div>
 </div>
 </div>
-</div>
 </body>
 </html>

hr_appraisal_oca/tests/test_hr_appraisal.py

@@ -1,6 +1,8 @@
 # Copyright 2025 Fundación Esment - Estefanía Bauzá Illán
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
 
+from unittest.mock import patch
+
 from markupsafe import Markup
 
 from odoo.tests import new_test_user
@@ -118,3 +120,47 @@ def test_default_template_assigned(self):
             self.appraisal.manager_feedback,
             Markup(self.template.appraisal_manager_feedback_template),
         )
+
+    def test_action_confirm_sends_notifications_when_enabled(self):
+        appraisal = self.appraisal.with_user(self.user_manager)
+        appraisal.write({"send_email_notifications": True})
+        with patch.object(
+            type(self.env["send.email.with.template"]),
+            "send_email_with_template",
+            autospec=True,
+        ) as mocked_send:
+            appraisal.action_confirm()
+        self.assertEqual(mocked_send.call_count, 2)
+
+    def test_action_confirm_does_not_send_notifications_when_disabled(self):
+        appraisal = self.appraisal.with_user(self.user_manager)
+        appraisal.write({"send_email_notifications": False})
+        with patch.object(
+            type(self.env["send.email.with.template"]),
+            "send_email_with_template",
+            autospec=True,
+        ) as mocked_send:
+            appraisal.action_confirm()
+        self.assertEqual(mocked_send.call_count, 0)
+
+    def test_action_done_does_not_send_notifications_when_disabled(self):
+        appraisal = self.appraisal.with_user(self.user_manager)
+        appraisal.write({"send_email_notifications": False})
+        with patch.object(
+            type(self.env["send.email.with.template"]),
+            "send_email_with_template",
+            autospec=True,
+        ) as mocked_send:
+            appraisal.action_done()
+        self.assertEqual(mocked_send.call_count, 0)
+
+    def test_context_can_override_send_email_notifications(self):
+        appraisal = self.appraisal.with_user(self.user_manager)
+        appraisal.write({"send_email_notifications": False})
+        with patch.object(
+            type(self.env["send.email.with.template"]),
+            "send_email_with_template",
+            autospec=True,
+        ) as mocked_send:
+            appraisal.with_context(send_email_notifications=True).action_confirm()
+        self.assertEqual(mocked_send.call_count, 2)

hr_appraisal_oca/views/hr_appraisal_form_view.xml

@@ -102,6 +102,12 @@
                             <field name="state" invisible="1" />
                             <field name="id" invisible="1" />
                             <field name="company_id" invisible="1" />
+                            <field
+                                name="send_email_notifications"
+                                widget="boolean_toggle"
+                                invisible="employee_user_id == uid"
+                                readonly="state == '3_done'"
+                            />
                             <field name="employee_domain_ids" invisible="1" />
                             <field
                                 name="company_id"