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       <!-- Appraisal Interviews Action -->
  63
  64         <record id="act_hr_employee_2_hr__evaluation_interview" model="ir.actions.act_window">
  65             <field name="res_model">hr.evaluation.interview</field>
  66             <field name="view_type">form</field>
  67             <field name="name">Interviews</field>
  68             <field name="view_mode">tree,form</field>
  69             <field name="context">{'search_default_user_to_review_id': [active_id], 'default_user_to_review_id': active_id}</field>
  70         </record>
  71
  72         <menuitem name="Appraisal" parent="hr.menu_hr_root" id="menu_eval_hr" sequence="25"/>
  73         <menuitem name="Periodic Appraisal" parent="hr.menu_hr_configuration" id="menu_eval_hr_config" sequence="4"/>
  74         <menuitem parent="hr.menu_hr_configuration" id="menu_open_view_hr_evaluation_plan_tree"
  75             action="open_view_hr_evaluation_plan_tree" sequence="15"/>
  76
  77         <record model="ir.ui.view" id="view_hr_evaluation_plan_phase_form">
  78             <field name="name">hr_evaluation.plan.phase.form</field>
  79             <field name="model">hr_evaluation.plan.phase</field>
  80             <field name="arch" type="xml">
  81                 <form string="Appraisal Plan Phases" version="7.0">
  82                  <notebook>
  83                    <page string="General">
  84                     <group>
  85                     <field name="plan_id" invisible="1"/>
  86                         <group>
  87                         <group>
  88                             <field name="name"/>
  89                             <field name="wait"/>
  90                             <field name="sequence"/>
  91                         </group>
  92                         <group>
  93                             <separator string="Action to Perform" colspan="4"/>
  94                             <field name="action"/>
  95                             <field name="survey_id" domain="[('state','=','open')]"/>
  96                         </group>
  97                         <group string="Send to Managers">
  98                             <field name="send_answer_manager"/>
  99                             <field name="send_anonymous_manager"/>
 100                         </group><group string="Send to Employees">
 101                             <field name="send_answer_employee"/>
 102                             <field name="send_anonymous_employee"/>
 103                         </group>
 104                         </group>
 105                     </group>
 106                     </page>
 107                     <page string="Mail Settings">
 108                         <field name="mail_feature"/>
 109                         <separator string="Mail Body"/>
 110                         <field name="mail_body"/>
 111                         <group string="Legend">
 112                             <label string=" (employee_name)s: Partner name"/>
 113                             <label string="(user_signature)s: User name"/>
 114                             <label string="(date)s: Current Date"/>
 115                             <label string="(eval_name)s:Appraisal Name"/>
 116                         </group>
 117                     </page>
 118                   </notebook>
 119                 </form>
 120             </field>
 121         </record>
 122         <record model="ir.ui.view" id="view_hr_evaluation_plan_phase_tree">
 123             <field name="name">hr_evaluation.plan.phase.form</field>
 124             <field name="model">hr_evaluation.plan.phase</field>
 125             <field name="arch" type="xml">
 126                 <tree string="Appraisal Plan Phases" editable="bottom" >
 127                     <field name="sequence"/>
 128                     <field name="name"/>
 129                     <field name="action"/>
 130                     <field name="survey_id"/>
 131                     <field name="wait"/>
 132                 </tree>
 133             </field>
 134         </record>
 135
 136         <record id="hr_hr_employee_view_form" model="ir.ui.view">
 137             <field name="name">hr.hr.employee.view.form</field>
 138             <field name="model">hr.employee</field>
 139             <field name="inherit_id" ref="hr.view_employee_form"/>
 140             <field name="arch" type="xml">
 141             <xpath expr="//group[@name='active_group']" position="before">
 142                 <group string="Appraisals">
 143                     <field name="evaluation_plan_id" on_change="onchange_evaluation_plan_id(evaluation_plan_id, evaluation_date)"/>
 144                     <field name="evaluation_date"/>
 145                 </group>
 146             </xpath>
 147             <xpath expr="//div[@name='button_box']" position="inside">
 148                 <button name="%(act_hr_employee_2_hr__evaluation_interview)d" string="Appraisal Interviews" type="action"/>
 149             </xpath>
 150             </field>
 151         </record>
 152
 153         <record model="ir.ui.view" id="view_hr_evaluation_form">
 154             <field name="name">hr_evaluation.evaluation.form</field>
 155             <field name="model">hr_evaluation.evaluation</field>
 156             <field name="arch" type="xml">
 157                 <form string="Appraisal" version="7.0">
 158                 <header>
 159                     <button name="button_plan_in_progress" string="Start Appraisal" states="draft" type="object" class="oe_highlight"/>
 160                     <button name="button_final_validation" string="Validate Appraisal" states="wait" type="object" class="oe_highlight"/>
 161                     <button name="button_done" string="Done" states="progress" type="object" class="oe_highlight"/>
 162                     <button name="button_draft" string="Reset to Draft" states="cancel" type="object" />
 163                     <button name="button_cancel" string="Cancel" states="draft,wait,progress" type="object"/>
 164                     <field name="state" widget="statusbar" statusbar_visible="draft,progress,wait,done" statusbar_colors='{"progress":"blue"}'/>
 165                 </header>
 166                 <sheet>
 167                     <label for="employee_id" class="oe_edit_only"/>
 168                     <h1><field name="employee_id" on_change="onchange_employee_id(employee_id)" class="oe_inline"/>, <field name="date" class="oe_inline"/></h1>
 169                     <label for="plan_id" class="oe_edit_only"/>
 170                     <h2><field name="plan_id"/></h2>
 171                     <group>
 172                         <group colspan="4" attrs="{'invisible':['|', ('state','=','draft'), ('state', '=', 'wait')]}">
 173                             <field name="rating" attrs="{'readonly':[('state','&lt;&gt;','progress')]}"/>
 174                             <field name="date_close" readonly="1"/>
 175                         </group>
 176                     </group>
 177                     <group string="Appraisal Forms" attrs="{'invisible':[('state','=','draft')]}">
 178                         <field nolabel="1" name="survey_request_ids">
 179                             <form string="Interview Appraisal" version="7.0">
 180                                 <div class="oe_right oe_button_box">
 181                                     <button name="%(survey.action_view_survey_question_message)d" string="Answer Survey" type="action" states="waiting_answer" 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)]}"/>
 182                                     <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)]}" />
 183                                 </div>
 184                                 <group>
 185                                     <group>
 186                                         <field name="survey_id"/>
 187                                         <field name="user_to_review_id"/>
 188                                         <field name="user_id" string="Interviewer"/>
 189                                     </group>
 190                                     <group>
 191                                         <field name="date_deadline"/>
 192                                         <field name="response" readonly="1"/>
 193                                     </group>
 194                                 </group>
 195                                 <group col="4" string="Status" invisible="1">
 196                                      <field name="state"/>
 197                                      <div>
 198                                          <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to" />
 199                                      </div>
 200                                 </group>
 201                             </form>
 202                         </field>
 203                     </group>
 204                     <group string="Internal Notes" attrs="{'invisible':[('state','=','draft')]}">
 205                         <field nolabel="1" name="note_action"
 206                             groups="base.group_hr_manager" placeholder="Appraisal Summary..."/>
 207                     </group>
 208                     <group string="Public Notes" attrs="{'invisible':[('state','=','draft')]}">
 209                         <field nolabel="1" name="note_summary" placeholder="Action Plan..."/>
 210                     </group>
 211               </sheet>
 212                   <div class="oe_chatter">
 213                       <field name="message_follower_ids" widget="mail_followers"/>
 214                       <field name="message_ids" widget="mail_thread"/>
 215                   </div>
 216               </form>
 217             </field>
 218         </record>
 219
 220         <record model="ir.ui.view" id="view_hr_evaluation_tree">
 221             <field name="name">hr_evaluation.evaluation.tree</field>
 222             <field name="model">hr_evaluation.evaluation</field>
 223             <field name="arch" type="xml">
 224                 <tree colors="blue:state == 'draft';black:state in ('wait','progress');gray:state in('done','cancel')" string="Appraisal">
 225                     <field name="employee_id"/>
 226                     <field name="plan_id"/>
 227                     <field name="date"/>
 228                     <!--field name="progress" widget="progressbar"/-->
 229                     <field name="rating"/>
 230                     <field name="state"/>
 231                 </tree>
 232             </field>
 233         </record>
 234
 235        <record id="hr_evaluation.evaluation_search" model="ir.ui.view">
 236             <field name="name">hr_evaluation.evaluation_search</field>
 237             <field name="model">hr_evaluation.evaluation</field>
 238             <field name="arch" type="xml">
 239                 <search string="Search Appraisal">
 240                     <field name="date"/>
 241                     <filter icon="terp-check" string="Pending" domain="[('state','=','wait')]" help="Appraisal that are in Plan In Progress state"/>
 242                     <filter icon="terp-camera_test" string="In progress" domain="[('state','=','progress')]" help="Appraisal that are in waiting appreciation state"/>
 243                     <field name="employee_id" />
 244                     <field name="plan_id"/>
 245                     <group expand='0' string='Group by...'>
 246                         <filter string='Employee' icon="terp-personal" domain="[]" context="{'group_by' : 'employee_id'}" />
 247                         <filter string='Plan' icon="terp-stock_align_left_24" domain="[]" context="{'group_by' : 'plan_id'}" />
 248                         <filter string='Status' icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by' : 'state'}" />
 249                         <filter string='Date' icon="terp-go-month" domain="[]" context="{'group_by' : 'date'}" />
 250                    </group>
 251                </search>
 252             </field>
 253         </record>
 254
 255         <record model="ir.actions.act_window" id="open_view_hr_evaluation_tree">
 256             <field name="name">Appraisal</field>
 257             <field name="res_model">hr_evaluation.evaluation</field>
 258             <field name="view_type">form</field>
 259             <field name="view_mode">tree,form</field>
 260             <field name="search_view_id" ref="hr_evaluation.evaluation_search"/>
 261              <field name="context">{"search_default_next_month":1}</field>
 262             <field name="help" type="html">
 263               <p class="oe_view_nocontent_create">
 264                 Click to create a new appraisal.
 265               </p><p>
 266                 Each employee may be assigned an Appraisal Plan. Such a plan
 267                 defines the frequency and the way you manage your periodic
 268                 personnel evaluation. You will be able to define steps and
 269                 attach interviews to each step. OpenERP manages all kinds of
 270                 evaluations: bottom-up, top-down, self-evaluation and final
 271                 evaluation by the manager.
 272               </p>
 273             </field>
 274         </record>
 275
 276         <menuitem name="Appraisals" parent="menu_eval_hr" id="menu_open_view_hr_evaluation_tree"
 277             action="open_view_hr_evaluation_tree" groups="base.group_hr_user"/>
 278
 279         <record model="ir.ui.view" id="view_hr_evaluation_interview_form">
 280             <field name="name">hr_evaluation.interview.form</field>
 281             <field name="model">hr.evaluation.interview</field>
 282             <field name="arch" type="xml">
 283                 <form string="Interview Appraisal" version="7.0">
 284                     <header>
 285                         <button string="Cancel" name="survey_req_cancel" type="object"
 286                             states="draft,waiting_answer" class="oe_left"/>
 287                         <button string="Print Survey" name="action_print_survey"  type="object"
 288                             states="draft" context="{'survey_id': survey_id, 'response_id': [response], 'response_no':0}"
 289                             attrs="{'readonly':[('survey_id','=',False)]}" class="oe_highlight"/>
 290                         <button string="Send Request" name="survey_req_waiting_answer" type="object"
 291                             states="draft" class="oe_highlight"/>
 292                         <button string="Answer Survey" name="%(survey.action_view_survey_question_message)d" type="action"
 293                             states="waiting_answer"
 294                             context="{'survey_id': survey_id, 'response_id': [response], 'response_no':0, 'active' : response,'request' : True, 'object' : 'hr.evaluation.interview', 'cur_id' : active_id}"
 295                             attrs="{'readonly':[('survey_id','=',False)]}"/>
 296                         <button string="Done" name="survey_req_done" type="object"
 297                             states="waiting_answer"/>
 298                         <field name="state" widget="statusbar" statusbar_visible="waiting_answer,done"/>
 299                     </header>
 300                     <sheet>
 301                         <div class="oe_right oe_button_box" name="button_box">
 302                             <button string="Send Reminder Email" name="%(mail.action_email_compose_message_wizard)d" type="action"
 303                                 states="waiting_answer"
 304                                 context="{'default_body_text': 'Hello,\n\nKindly post your response for the survey interview.\n\nThanks',
 305                                             'default_subject': 'Reminder to fill up Survey' }"/>
 306                         </div>
 307                         <group>
 308                             <group col="3" colspan="1">
 309                                 <field name="survey_id"/>
 310                                 <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"/>
 311                                 <field name="user_to_review_id"/>
 312                                 <label string=""/>
 313                                 <field name="user_id" string="Interviewer"/>
 314                             </group>
 315                             <group>
 316                                 <field name="date_deadline"/>
 317                                 <field name="response" readonly="1"/>
 318                                 <field name="evaluation_id" string="Appraisal Plan"/>
 319                             </group>
 320                         </group>
 321                     </sheet>
 322                 </form>
 323             </field>
 324         </record>
 325
 326         <record model="ir.ui.view" id="view_hr_evaluation_interview_tree">
 327             <field name="name">hr_evaluation.interview.tree</field>
 328             <field name="model">hr.evaluation.interview</field>
 329             <field name="arch" type="xml">
 330                 <tree string="Interview Appraisal">
 331                     <field name="date_deadline" string="Deadline Date"/>
 332                     <field name="survey_id"/>
 333                     <field name="user_id" string="Interviewer"/>
 334                     <field name="user_to_review_id"/>
 335                     <field name="response" readonly="1" invisible="True"/>
 336                     <button name="%(survey.action_view_survey_question_message)d" string="Answer Survey" type="action" states="waiting_answer" 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)]}"/>
 337                     <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)]}"/>
 338                     <button name="%(mail.action_email_compose_message_wizard)d" string="Send Reminder Email" icon="terp-mail-message-new" type="action" states="waiting_answer"/>
 339                     <field name="state"/>
 340                     <button string="Send Request" name="survey_req_waiting_answer" states="draft" type="object" icon="gtk-yes" />
 341                     <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to" />
 342                 </tree>
 343             </field>
 344         </record>
 345
 346        <record id="view_hr_evaluation_interview_search" model="ir.ui.view">
 347             <field name="name">view_hr_evaluation_interview_search</field>
 348             <field name="model">hr.evaluation.interview</field>
 349             <field name="arch" type="xml">
 350                 <search string="Search Appraisal">
 351                     <field name="date_deadline"/>
 352                     <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','waiting_answer')]"/>
 353                     <field name="user_to_review_id"/>
 354                     <field name="user_id" string="Interviewer"/>
 355                     <group expand="0" string="Group By...">
 356                         <filter string="Interviewer" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 357                         <filter string="Survey" icon="terp-stock_align_left_24" domain="[]" context="{'group_by':'survey_id'}"/>
 358                         <filter string="Status" name="group_state" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 359                     </group>
 360                </search>
 361             </field>
 362         </record>
 363
 364         <record id="view_evaluation_calendar" model="ir.ui.view">
 365             <field name="name">Interview Requests</field>
 366             <field name="model">hr.evaluation.interview</field>
 367             <field name="arch" type="xml">
 368                 <calendar string="Interview Request" color="user_to_review_id" date_start="date_deadline">
 369                     <field name="request_id"/>
 370                 </calendar>
 371             </field>
 372         </record>
 373
 374         <record model="ir.actions.act_window" id="action_hr_evaluation_interview_tree">
 375             <field name="name">Interview Requests</field>
 376             <field name="res_model">hr.evaluation.interview</field>
 377             <field name="view_type">form</field>
 378             <field name="view_id" eval="False"/>
 379             <field name="domain">[('is_evaluation' ,'=', True)]</field>
 380             <field name="context">{'default_is_evaluation': True, "search_default_todo":1,"search_default_user_id":uid}</field>
 381             <field name="search_view_id" ref="view_hr_evaluation_interview_search"/>
 382             <field name="help" type="html">
 383               <p class="oe_view_nocontent_create">
 384                 Click to create a new interview request related to a personnal evaluation.
 385               </p><p>
 386                 Interview requests are usually generated automatically by
 387                 OpenERP according to an employee's appraisal plan. Each user
 388                 receives automatic emails and requests to evaluate their
 389                 colleagues periodically.
 390               </p>
 391             </field>
 392         </record>
 393
 394         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_tree">
 395             <field name="sequence" eval="1"/>
 396             <field name="view_mode">tree</field>
 397             <field name="view_id" ref="view_hr_evaluation_interview_tree"/>
 398             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 399         </record>
 400         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_form">
 401             <field name="sequence" eval="2"/>
 402             <field name="view_mode">form</field>
 403             <field name="view_id" ref="view_hr_evaluation_interview_form"/>
 404             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 405         </record>
 406         <record model="ir.actions.act_window.view" id="action_view_evaluation_calendar">
 407             <field name="sequence" eval="3"/>
 408             <field name="view_mode">calendar</field>
 409             <field name="view_id" ref="view_evaluation_calendar"/>
 410             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 411         </record>
 412
 413         <menuitem name="Interview Requests" parent="menu_eval_hr" id="menu_open_hr_evaluation_interview_requests"
 414             action="action_hr_evaluation_interview_tree"/>
 415
 416       <!-- Email Compose message Action-->
 417       <act_window
 418         id="evaluation_reminders" name="Appraisal Reminders"
 419         res_model="mail.compose.message"
 420         src_model="hr.evaluation.interview"
 421         view_type="form" view_mode="form"
 422         target="new" multi="True"
 423         key2="client_action_multi"
 424         context="{'default_composition_mode': 'mass_mail',
 425                     'default_body_text': 'Hello,\n\nKindly post your response for the survey interview.\n\nThanks',
 426                     'default_subject': 'Reminder to fill up Survey'}"/>
 427
 428     </data>
 429 </openerp>