addons/hr_evaluation/hr_evaluation_view.xml

   1 <?xml version="1.0" ?>
   2 <openerp>
   3     <data>
   4
   5       <record id="view_hr_evaluation_plan_search" model="ir.ui.view">
   6             <field name="name">hr_evaluation.plan.search</field>
   7             <field name="model">hr_evaluation.plan</field>
   8             <field name="arch" type="xml">
   9                 <search string="Appraisal Plan">
  10                    <field name="name" string="Appraisal Plans"/>
  11                    <field name="company_id" groups="base.group_multi_company"/>
  12                    <group expand="0" string="Group By..." groups="base.group_multi_company">
  13                         <filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}"/>
  14                     </group>
  15                </search>
  16             </field>
  17         </record>
  18
  19         <record model="ir.ui.view" id="view_hr_evaluation_plan_form">
  20             <field name="name">hr_evaluation.plan.form</field>
  21             <field name="model">hr_evaluation.plan</field>
  22             <field name="arch" type="xml">
  23                 <form string="Appraisal Plan" version="7.0">
  24                     <group col="4">
  25                         <group>
  26                             <field name="name"/>
  27                             <field name="company_id" widget="selection" groups="base.group_multi_company"/>
  28                             <field name="active"/>
  29                         </group>
  30                         <group>
  31                             <field name="month_first"/>
  32                             <field name="month_next"/>
  33                         </group>
  34                     </group>
  35                      <notebook>
  36                          <page string="Appraisal Phases">
  37                             <field name="phase_ids"/>
  38                          </page>
  39                      </notebook>
  40                 </form>
  41             </field>
  42         </record>
  43         <record model="ir.ui.view" id="view_hr_evaluation_plan_tree">
  44             <field name="name">hr_evaluation.plan.form</field>
  45             <field name="model">hr_evaluation.plan</field>
  46             <field name="arch" type="xml">
  47                 <tree string="Appraisal Plan">
  48                     <field name="name"/>
  49                     <field name="month_first"/>
  50                     <field name="month_next"/>
  51                     <field name="company_id" groups="base.group_multi_company"/>
  52                 </tree>
  53             </field>
  54         </record>
  55         <record model="ir.actions.act_window" id="open_view_hr_evaluation_plan_tree">
  56             <field name="name">Appraisal Plans</field>
  57             <field name="res_model">hr_evaluation.plan</field>
  58             <field name="view_type">form</field>
  59             <field name="view_mode">tree,form</field>
  60         </record>
  61
  62         <menuitem name="Appraisal" parent="hr.menu_hr_root" id="menu_eval_hr" sequence="25"/>
  63         <menuitem name="Periodic Appraisal" parent="hr.menu_hr_configuration" id="menu_eval_hr_config" sequence="4"/>
  64         <menuitem parent="hr.menu_hr_configuration" id="menu_open_view_hr_evaluation_plan_tree"
  65             action="open_view_hr_evaluation_plan_tree" sequence="15"/>
  66
  67         <record model="ir.ui.view" id="view_hr_evaluation_plan_phase_form">
  68             <field name="name">hr_evaluation.plan.phase.form</field>
  69             <field name="model">hr_evaluation.plan.phase</field>
  70             <field name="arch" type="xml">
  71                 <form string="Appraisal Plan Phases" version="7.0">
  72                  <notebook>
  73                    <page string="General">
  74                     <group>
  75                     <field name="plan_id" invisible="1"/>
  76                         <group>
  77                         <group>
  78                             <field name="name"/>
  79                             <field name="wait"/>
  80                             <field name="sequence"/>
  81                         </group>
  82                         <group>
  83                             <separator string="Action to Perform" colspan="4"/>
  84                             <field name="action"/>
  85                             <field name="survey_id" domain="[('state','=','open')]"/>
  86                         </group>
  87                         <group string="Send to Managers">
  88                             <field name="send_answer_manager"/>
  89                             <field name="send_anonymous_manager"/>
  90                         </group><group string="Send to Employees">
  91                             <field name="send_answer_employee"/>
  92                             <field name="send_anonymous_employee"/>
  93                         </group>
  94                         </group>
  95                     </group>
  96                     </page>
  97                     <page string="Mail Settings">
  98                         <field name="mail_feature"/>
  99                         <separator string="Mail Body"/>
 100                         <field name="mail_body"/>
 101                         <group string="Legend">
 102                             <label string=" (employee_name)s: Partner name"/>
 103                             <label string="(user_signature)s: User name"/>
 104                             <label string="(date)s: Current Date"/>
 105                             <label string="(eval_name)s:Appraisal Name"/>
 106                         </group>
 107                     </page>
 108                   </notebook>
 109                 </form>
 110             </field>
 111         </record>
 112         <record model="ir.ui.view" id="view_hr_evaluation_plan_phase_tree">
 113             <field name="name">hr_evaluation.plan.phase.form</field>
 114             <field name="model">hr_evaluation.plan.phase</field>
 115             <field name="arch" type="xml">
 116                 <tree string="Appraisal Plan Phases" editable="bottom" >
 117                     <field name="sequence"/>
 118                     <field name="name"/>
 119                     <field name="action"/>
 120                     <field name="survey_id"/>
 121                     <field name="wait"/>
 122                 </tree>
 123             </field>
 124         </record>
 125
 126         <record id="hr_hr_employee_view_form" model="ir.ui.view">
 127             <field name="name">hr.hr.employee.view.form</field>
 128             <field name="model">hr.employee</field>
 129             <field name="inherit_id" ref="hr.view_employee_form"/>
 130             <field name="arch" type="xml">
 131                 <page string="Personal Information" position="after">
 132                     <page string="Appraisal" groups="base.group_hr_user">
 133                         <group col="4">
 134                             <field name="evaluation_plan_id" on_change="onchange_evaluation_plan_id(evaluation_plan_id, evaluation_date)"/>
 135                             <field name="evaluation_date"/>
 136                         </group>
 137                     </page>
 138                 </page>
 139             </field>
 140         </record>
 141
 142         <record model="ir.ui.view" id="view_hr_evaluation_form">
 143             <field name="name">hr_evaluation.evaluation.form</field>
 144             <field name="model">hr_evaluation.evaluation</field>
 145             <field name="arch" type="xml">
 146                 <form string="Appraisal" version="7.0">
 147                 <header>
 148                     <button name="button_plan_in_progress" string="Start Appraisal" states="draft" type="object" class="oe_highlight"/>
 149                     <button name="button_final_validation" string="Validate Appraisal" states="wait" type="object" class="oe_highlight"/>
 150                     <button name="button_done" string="Done" states="progress" type="object" class="oe_highlight"/>
 151                     <button name="button_draft" string="Reset to Draft" states="cancel" type="object" />
 152                     <button name="button_cancel" string="Cancel" states="draft,wait,progress" type="object"/>
 153                     <field name="state" widget="statusbar" statusbar_visible="draft,progress,wait,done" statusbar_colors='{"progress":"blue"}'/>
 154                 </header>
 155                 <sheet>
 156                     <label for="employee_id" class="oe_edit_only"/>
 157                     <h1><field name="employee_id" on_change="onchange_employee_id(employee_id)" class="oe_inline"/>, <field name="date" class="oe_inline"/></h1>
 158                     <label for="plan_id" class="oe_edit_only"/>
 159                     <h2><field name="plan_id"/></h2>
 160                     <group>
 161                         <group colspan="4" attrs="{'invisible':['|', ('state','=','draft'), ('state', '=', 'wait')]}">
 162                             <field name="rating" attrs="{'readonly':[('state','&lt;&gt;','progress')]}"/>
 163                             <field name="date_close" readonly="1"/>
 164                         </group>
 165                     </group>
 166                     <group string="Appraisal Forms" attrs="{'invisible':[('state','=','draft')]}">
 167                         <field nolabel="1" name="survey_request_ids">
 168                             <form string="Interview Appraisal" version="7.0">
 169                                 <div class="oe_right oe_button_box">
 170                                     <button name="%(survey.action_view_survey_question_message)d" string="Answer Survey" type="action" states="waiting_answer,done,cancel" icon="gtk-execute" context="{'survey_id': survey_id, 'response_id': [response], 'response_no':0, 'active' : response,'request' : True, 'object' : 'hr.evaluation.interview', 'cur_id' : active_id}" attrs="{'readonly':[('survey_id','=',False)]}"/>
 171                                     <button name="%(survey.survey_browse_response)d" string="Print Interview" type="action" states="done" icon="gtk-print" context="{'survey_id': survey_id, 'response_id' : [response], 'response_no':0,}" attrs="{'readonly':[('response','=',False)]}" />
 172                                 </div>
 173                                 <group>
 174                                     <group>
 175                                         <field name="survey_id"/>
 176                                         <field name="user_to_review_id"/>
 177                                         <field name="user_id" string="Interviewer"/>
 178                                     </group>
 179                                     <group>
 180                                         <field name="date_deadline"/>
 181                                         <field name="response" readonly="1"/>
 182                                     </group>
 183                                 </group>
 184                                 <group col="4" string="Status" invisible="1">
 185                                      <field name="state"/>
 186                                      <div>
 187                                          <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to" />
 188                                      </div>
 189                                 </group>
 190                             </form>
 191                         </field>
 192                     </group>
 193                     <group string="Internal Notes" attrs="{'invisible':[('state','=','draft')]}">
 194                         <field nolabel="1" name="note_action"
 195                             groups="base.group_hr_manager" placeholder="Appraisal Summary..."/>
 196                     </group>
 197                     <group string="Public Notes" attrs="{'invisible':[('state','=','draft')]}">
 198                         <field nolabel="1" name="note_summary" placeholder="Action Plan..."/>
 199                     </group>
 200               </sheet>
 201               </form>
 202             </field>
 203         </record>
 204
 205         <record model="ir.ui.view" id="view_hr_evaluation_tree">
 206             <field name="name">hr_evaluation.evaluation.tree</field>
 207             <field name="model">hr_evaluation.evaluation</field>
 208             <field name="arch" type="xml">
 209                 <tree colors="blue:state == 'draft';black:state in ('wait','progress');gray:state in('done','cancel')" string="Appraisal">
 210                     <field name="employee_id"/>
 211                     <field name="plan_id"/>
 212                     <field name="date"/>
 213                     <!--field name="progress" widget="progressbar"/-->
 214                     <field name="rating"/>
 215                     <field name="state"/>
 216                 </tree>
 217             </field>
 218         </record>
 219
 220        <record id="hr_evaluation.evaluation_search" model="ir.ui.view">
 221             <field name="name">hr_evaluation.evaluation_search</field>
 222             <field name="model">hr_evaluation.evaluation</field>
 223             <field name="arch" type="xml">
 224                 <search string="Search Appraisal">
 225                     <field name="date"/>
 226                     <filter icon="terp-check" string="Pending" domain="[('state','=','wait')]" help="Appraisal that are in Plan In Progress state"/>
 227                     <filter icon="terp-camera_test" string="In progress" domain="[('state','=','progress')]" help="Appraisal that are in waiting appreciation state"/>
 228                     <field name="employee_id" />
 229                     <field name="plan_id"/>
 230                     <group expand='0' string='Group by...'>
 231                         <filter string='Employee' icon="terp-personal" domain="[]" context="{'group_by' : 'employee_id'}" />
 232                         <filter string='Plan' icon="terp-stock_align_left_24" domain="[]" context="{'group_by' : 'plan_id'}" />
 233                         <filter string='Status' icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by' : 'state'}" />
 234                         <filter string='Date' icon="terp-go-month" domain="[]" context="{'group_by' : 'date'}" />
 235                    </group>
 236                </search>
 237             </field>
 238         </record>
 239
 240         <record model="ir.actions.act_window" id="open_view_hr_evaluation_tree">
 241             <field name="name">Appraisal</field>
 242             <field name="res_model">hr_evaluation.evaluation</field>
 243             <field name="view_type">form</field>
 244             <field name="view_mode">tree,form,graph</field>
 245             <field name="search_view_id" ref="hr_evaluation.evaluation_search"/>
 246              <field name="context">{"search_default_next_month":1}</field>
 247             <field name="help" type="html">
 248               <p class="oe_view_nocontent_create">
 249                 Click to create a new appraisal.
 250               </p><p>
 251                 Each employee may be assigned an Appraisal Plan. Such a plan
 252                 defines the frequency and the way you manage your periodic
 253                 personnel evaluation. You will be able to define steps and
 254                 attach interviews to each step. OpenERP manages all kind of
 255                 evaluations: bottom-up, top-down, self-evaluation and final
 256                 evaluation by the manager.
 257               </p>
 258             </field>
 259         </record>
 260
 261         <menuitem name="Appraisals" parent="menu_eval_hr" id="menu_open_view_hr_evaluation_tree"
 262             action="open_view_hr_evaluation_tree" groups="base.group_hr_user"/>
 263
 264         <record model="ir.ui.view" id="view_hr_evaluation_interview_form">
 265             <field name="name">hr_evaluation.interview.form</field>
 266             <field name="model">hr.evaluation.interview</field>
 267             <field name="arch" type="xml">
 268                 <form string="Interview Appraisal" version="7.0">
 269                     <header>
 270                         <button string="Cancel" name="survey_req_cancel" states="draft,waiting_answer" type="object" icon="gtk-cancel"/>
 271                         <button name="action_print_survey" string="Print Survey" type="object" states="draft" icon="gtk-print" context="{'survey_id': survey_id, 'response_id': [response], 'response_no':0}" attrs="{'readonly':[('survey_id','=',False)]}" class="oe_highlight"/>
 272                         <button string="Send Request" name="survey_req_waiting_answer" states="draft" type="object" icon="gtk-yes" class="oe_highlight"/>
 273                         <button name="%(survey.action_view_survey_question_message)d" string="Answer Survey" type="action" states="waiting_answer" context="{'survey_id': survey_id, 'response_id': [response], 'response_no':0, 'active' : response,'request' : True, 'object' : 'hr.evaluation.interview', 'cur_id' : active_id}" attrs="{'readonly':[('survey_id','=',False)]}"/>
 274                         <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to"/>
 275                         <field name="state" widget="statusbar" statusbar_visible="waiting_answer,done"/>
 276                     </header>
 277                     <sheet>
 278                         <div class="oe_right oe_button_box" name="button_box">
 279                             <button string="Send Reminder Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action" states="waiting_answer"/>
 280                         </div>
 281                         <group>
 282                             <group col="3" colspan="1">
 283                                 <field name="survey_id"/>
 284                                 <button name="action_print_survey" string="Print Survey" type="object" states="draft" icon="gtk-print" context="{'survey_id': survey_id, 'response_id': [response], 'response_no':0}" attrs="{'readonly':[('survey_id','=',False)]}" class="oe_highlight"/>
 285                                 <field name="user_to_review_id"/>
 286                                 <label string=""/>
 287                                 <field name="user_id" string="Interviewer"/>
 288                             </group>
 289                             <group>
 290                                 <field name="date_deadline"/>
 291                                 <field name="response" readonly="1"/>
 292                                 <field name="evaluation_id" string="Appraisal Plan"/>
 293                             </group>
 294                         </group>
 295                     </sheet>
 296                 </form>
 297             </field>
 298         </record>
 299
 300         <record model="ir.ui.view" id="view_hr_evaluation_interview_tree">
 301             <field name="name">hr_evaluation.interview.tree</field>
 302             <field name="model">hr.evaluation.interview</field>
 303             <field name="arch" type="xml">
 304                 <tree string="Interview Appraisal">
 305                     <field name="date_deadline" string="Deadline Date"/>
 306                     <field name="survey_id"/>
 307                     <field name="user_id" string="Interviewer"/>
 308                     <field name="user_to_review_id"/>
 309                     <field name="response" readonly="1" invisible="True"/>
 310                     <button name="%(survey.action_view_survey_question_message)d" string="Answer Survey" type="action" states="waiting_answer,done,cancel" icon="gtk-execute" context="{'survey_id': survey_id, 'response_id': [response], 'response_no':0, 'active' : response, 'request' : True, 'object' : 'hr.evaluation.interview', 'cur_id' : active_id}" attrs="{'readonly':[('survey_id','=',False)]}"/>
 311                     <button name="action_print_survey" string="Print Survey" type="object" icon="gtk-print" context="{'survey_id': survey_id, 'response_id': [response], 'response_no':0}" attrs="{'readonly':[('survey_id','=',False)]}"/>
 312                     <button name="%(mail.action_email_compose_message_wizard)d" string="Send Reminder Email" icon="terp-mail-message-new" type="action" states="waiting_answer"/>
 313                     <field name="state"/>
 314                     <button string="Send Request" name="survey_req_waiting_answer" states="draft" type="object" icon="gtk-yes" />
 315                     <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to" />
 316                 </tree>
 317             </field>
 318         </record>
 319
 320        <record id="view_hr_evaluation_interview_search" model="ir.ui.view">
 321             <field name="name">view_hr_evaluation_interview_search</field>
 322             <field name="model">hr.evaluation.interview</field>
 323             <field name="arch" type="xml">
 324                 <search string="Search Appraisal">
 325                     <field name="date_deadline"/>
 326                     <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','waiting_answer')]"/>
 327                     <field name="user_to_review_id"/>
 328                     <field name="user_id" string="Interviewer"/>
 329                     <group expand="0" string="Group By...">
 330                         <filter string="Interviewer" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 331                         <filter string="Survey" icon="terp-stock_align_left_24" domain="[]" context="{'group_by':'survey_id'}"/>
 332                         <filter string="Status" name="group_state" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 333                     </group>
 334                </search>
 335             </field>
 336         </record>
 337
 338         <record id="view_evaluation_calendar" model="ir.ui.view">
 339             <field name="name">Interview Requests</field>
 340             <field name="model">hr.evaluation.interview</field>
 341             <field name="arch" type="xml">
 342                 <calendar string="Interview Request" color="user_to_review_id" date_start="date_deadline">
 343                     <field name="request_id"/>
 344                 </calendar>
 345             </field>
 346         </record>
 347
 348         <record model="ir.actions.act_window" id="action_hr_evaluation_interview_tree">
 349             <field name="name">Interview Requests</field>
 350             <field name="res_model">hr.evaluation.interview</field>
 351             <field name="view_type">form</field>
 352             <field name="view_id" eval="False"/>
 353             <field name="domain">[('is_evaluation' ,'=', True)]</field>
 354             <field name="context">{'default_is_evaluation': True, "search_default_todo":1,"search_default_user_id":uid}</field>
 355             <field name="search_view_id" ref="view_hr_evaluation_interview_search"/>
 356             <field name="help" type="html">
 357               <p class="oe_view_nocontent_create">
 358                 Click to create a new interview request related to a personnal evaluation.
 359               </p><p>
 360                 Interview requests are usually generated automatically by
 361                 OpenERP according to an employee's appraisal plan. Each user
 362                 receives automatic emails and requests to evaluate their
 363                 colleagues periodically.
 364               </p>
 365             </field>
 366         </record>
 367
 368         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_tree">
 369             <field name="sequence" eval="1"/>
 370             <field name="view_mode">tree</field>
 371             <field name="view_id" ref="view_hr_evaluation_interview_tree"/>
 372             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 373         </record>
 374         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_form">
 375             <field name="sequence" eval="2"/>
 376             <field name="view_mode">form</field>
 377             <field name="view_id" ref="view_hr_evaluation_interview_form"/>
 378             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 379         </record>
 380         <record model="ir.actions.act_window.view" id="action_view_evaluation_calendar">
 381             <field name="sequence" eval="3"/>
 382             <field name="view_mode">calendar</field>
 383             <field name="view_id" ref="view_evaluation_calendar"/>
 384             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 385         </record>
 386
 387         <menuitem name="Interview Requests" parent="menu_eval_hr" id="menu_open_hr_evaluation_interview_requests"
 388             action="action_hr_evaluation_interview_tree"/>
 389
 390       <!-- Email Compose message Action-->
 391       <act_window
 392       id="evaluation_reminders" name="Appraisal Reminders"
 393       res_model="mail.compose.message"
 394       src_model="hr.evaluation.interview"
 395       view_type="form" view_mode="form"
 396       target="new" multi="True"
 397       key2="client_action_multi"
 398       context="{'mail.compose.message.mode':'mass_mail'}"/>
 399
 400       <!-- Appraisal Interviews Button on Employee Form -->
 401       <act_window
 402       context="{'search_default_user_to_review_id': [active_id], 'default_user_to_review_id': active_id}"
 403       id="act_hr_employee_2_hr__evaluation_interview"
 404       name="Appraisal Interviews"
 405       res_model="hr.evaluation.interview"
 406       src_model="hr.employee"/>
 407
 408     </data>
 409 </openerp>