- Finished 'vacation balance' update process:

  - Vacation Balance Portlet:
    Now showing a warning message and a link in any vacation balance
    portlet when it's necessary to update users.
  - Vacation Balance Report:
    Only offers to update the balance for those users with an outdated
    balance.
  - Added lengthy help text
  - Improved clarity of header0

www/absences/vacation-balance-component.adp

 <if @view_absences_p@ or @view_absences_all_p@>
 
+	<!-- Show a message if there are old vacation balances in the system -->
+	<if @vacation_balance_update_msg@ not nil>
+	@vacation_balance_update_msg;noquote@
+	</if>
+
+
 	<table>
 	<!--
 	<tr class=rowtitle>
@@ -33,7 +39,6 @@
 	</table>
 
 	<br>
-
 	<h2><%=[lang::message::lookup "" intranet-timesheet2.Absences_This_Year "Current Year"]%></h2>
 	<listtemplate name="vacation_balance"></listtemplate>
 	<br>

www/absences/vacation-balance-component.tcl

@@ -63,7 +63,7 @@ db_0or1row user_info "
 
 
 # ------------------------------------------------------------------
-# 
+# Calculate the number of vacation days for current year
 # ------------------------------------------------------------------
 
 list::create \
@@ -109,9 +109,8 @@ set vacation_sql "
 		a.owner_id = :user_id_from_search and
 		a.start_date <= :end_of_year and
 		a.end_date >= :start_of_year and 
-		a.absence_type_id in (select * from im_sub_categories(5000)) and 
-		a.absence_status_id <> 16006 and 
-		a.absence_status_id <> 16002
+		a.absence_type_id in (select * from im_sub_categories([im_user_absence_type_vacation])) and 
+		a.absence_status_id not in ([im_user_absence_status_deleted], [im_user_absence_status_rejected])
 	order by
 		a.start_date
 "
@@ -171,7 +170,6 @@ set start_of_next_year "[expr {$current_year + 1}]-01-01"
 set end_of_next_year "[expr {$current_year + 1}]-12-31"
 
 set vacation_days_next_year_sql "
-
         select
                 a.*,
                 substring(a.description from 1 for 40) as description_pretty,
@@ -185,9 +183,8 @@ set vacation_days_next_year_sql "
                 a.owner_id = :user_id_from_search and
                 a.start_date <= :end_of_next_year and
                 a.end_date >= :start_of_next_year and
-                a.absence_type_id = 5000 and
-                a.absence_status_id <> 16006 and
-                a.absence_status_id <> 16002
+		a.absence_type_id in (select * from im_sub_categories([im_user_absence_type_vacation])) and 
+		a.absence_status_id not in ([im_user_absence_status_deleted], [im_user_absence_status_rejected])
         order by
                 a.start_date
 "
@@ -198,3 +195,104 @@ db_multirow -extend { absence_url absence_type } vacation_multirow_next_year vac
     set duration_days [format "%.2f" $duration_days]
 }
 
+
+# ------------------------------------------------------------------
+# Calculate the number of vacation days for past year 
+# ------------------------------------------------------------------
+
+list::create \
+    -name vacation_days_past_year \
+    -multirow vacation_multirow_past_year \
+    -key absence_id \
+    -checkbox_name checkbox \
+    -selected_format "normal" \
+    -class "list" \
+    -main_class "list" \
+    -sub_class "narrow" \
+    -actions {
+    } -elements {
+        absence_name {
+            label "[lang::message::lookup {} intranet-timesheet2.Name Name]"
+            link_url_eval $absence_url
+        }
+        absence_type {
+            label "[lang::message::lookup {} intranet-timesheet2.Type Type]"
+        }
+        start_date_pretty {
+            label "[lang::message::lookup {} intranet-timesheet2.Start_Date Start]"
+        }
+        end_date_pretty {
+            label "[lang::message::lookup {} intranet-timesheet2.End_Date End]"
+        }
+        duration_days {
+            label "[lang::message::lookup {} intranet-timesheet2.Vacation_Days_Taken {Vacation Days Taken}]"
+        }
+    }
+
+set start_of_past_year "[expr $current_year - 1]-01-01"
+set end_of_past_year "[expr $current_year - 1]-12-31"
+
+set vacation_days_past_year_sql "
+        select
+                a.*,
+                substring(a.description from 1 for 40) as description_pretty,
+                substring(a.contact_info from 1 for 40) as contact_info_pretty,
+                to_char(a.start_date, :date_format) as start_date_pretty,
+                to_char(a.end_date, :date_format) as end_date_pretty,
+                im_name_from_user_id(a.owner_id) as owner_name
+        from
+                im_user_absences a
+        where
+                a.owner_id = :user_id_from_search and
+                a.start_date <= :end_of_past_year and
+                a.end_date >= :start_of_past_year and
+		a.absence_type_id in (select * from im_sub_categories([im_user_absence_type_vacation])) and 
+		a.absence_status_id not in ([im_user_absence_status_deleted], [im_user_absence_status_rejected])
+        order by
+                a.start_date
+"
+
+db_multirow -extend { absence_url absence_type } vacation_multirow_past_year vacation_days_past_year $vacation_days_past_year_sql {
+    set absence_url [export_vars -base "$absence_base_url/new" {{form_mode display} absence_id}]
+    set absence_type [im_category_from_id $absence_type_id]
+    set duration_days [format "%.2f" $duration_days]
+}
+
+
+
+
+
+# ------------------------------------------------------------------
+# Check if there are outdated vacation balances in the system
+# ------------------------------------------------------------------
+
+set vacation_balance_update_msg ""
+
+set num_vacation_balance_outdated [db_string vacation_balance_outdated "
+	select	count(*)
+	from	cc_users u,
+		im_employees e
+	where	u.user_id = e.employee_id and
+		now()::date - vacation_balance_year >= 365 and
+		u.member_state = 'approved'
+		and e.employee_id in (
+			select	member_id from	group_distinct_member_map
+			where	group_id in (select group_id from groups where group_name = 'Employees')
+		)
+"]
+
+
+if {$num_vacation_balance_outdated > 0} {
+   set vacation_balance_update_url [export_vars -base "/intranet-timesheet2/absences/vacation-balance-report.tcl" {return_url}]
+   set vacation_balance_update_msg "
+	<h3>Outdated 'Vacation Balances'</h3>
+	There are $num_vacation_balance_outdated users in the system with an outdated 'vacation balance'.<br>
+	Please <a href=$vacation_balance_update_url>click here</a> for a guided process to update the vacation balance.<br>
+	<br>&nbsp;<br>
+   "
+}
+
+
+# Only show to HR and admins
+if {![im_permission $current_user_id "view_hr"]} { set vacation_balance_update_msg "" }
+

www/absences/vacation-balance-report-update-balance.tcl

@@ -29,12 +29,27 @@ foreach uid [array names vacation_balance] {
     set new_vacation_balance $vacation_balance($uid)
     set new_vacation_balance_year $vacation_balance_year($uid)
 
+    # Write Audit Trail before update, just in case
+    im_audit -object_id $uid -action before_update
+
+    # Backup the old value, just in case...
+    db_dml backup_old_balance "
+	update im_employees set
+		vacation_balance_backup_previous_year = vacation_balance
+	where employee_id = :uid
+    "
+
+    # Update the value and the date of the value
     db_dml update_balance "
 	update im_employees set
 		vacation_balance = :new_vacation_balance,
 		vacation_balance_year = :new_vacation_balance_year::date
 	where employee_id = :uid
     "
+
+    # Write Audit Trail after the update
+    im_audit -object_id $uid -action after_update
+
 }