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