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="type">search</field>
   9             <field name="arch" type="xml">
  10                 <search string="Appraisal Plan">
  11                    <group>
  12                        <field name="name"/>
  13                        <field name="company_id" widget="selection" groups="base.group_multi_company"/>
  14                    </group>
  15                    <newline/>
  16                    <group expand="0" string="Group By..." groups="base.group_multi_company">
  17                         <filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}"/>
  18                     </group>
  19                </search>
  20             </field>
  21         </record>
  22
  23         <record model="ir.ui.view" id="view_hr_evaluation_plan_form">
  24             <field name="name">hr_evaluation.plan.form</field>
  25             <field name="model">hr_evaluation.plan</field>
  26             <field name="type">form</field>
  27             <field name="arch" type="xml">
  28                 <form string="Appraisal Plan">
  29                     <group col="8" colspan="4">
  30                         <field name="name" select="1"/>
  31                         <field name="company_id" select="1" widget="selection" groups="base.group_multi_company"/>
  32                         <field name="month_first"/>
  33                         <field name="month_next"/>
  34                         <newline/>
  35                         <field name="active"/>
  36                     </group>
  37                      <notebook colspan="4">
  38                          <page string="Appraisal Phases">
  39                             <field name="phase_ids" nolabel="1" colspan="4"/>
  40                          </page>
  41                      </notebook>
  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="type">tree</field>
  49             <field name="arch" type="xml">
  50                 <tree string="Appraisal Plan">
  51                     <field name="name"/>
  52                     <field name="month_first"/>
  53                     <field name="month_next"/>
  54                     <field name="company_id" groups="base.group_multi_company"/>
  55                 </tree>
  56             </field>
  57         </record>
  58         <record model="ir.actions.act_window" id="open_view_hr_evaluation_plan_tree">
  59             <field name="name">Appraisal Plans</field>
  60             <field name="res_model">hr_evaluation.plan</field>
  61             <field name="view_type">form</field>
  62             <field name="view_mode">tree,form</field>
  63         </record>
  64
  65         <menuitem name="Appraisal" parent="hr.menu_hr_root" id="menu_eval_hr" sequence="6"/>
  66         <menuitem name="Periodic Appraisal" parent="hr.menu_hr_configuration" id="menu_eval_hr_config" sequence="4"/>
  67         <menuitem parent="menu_eval_hr_config" id="menu_open_view_hr_evaluation_plan_tree"
  68             action="open_view_hr_evaluation_plan_tree"/>
  69
  70         <record model="ir.ui.view" id="view_hr_evaluation_plan_phase_form">
  71             <field name="name">hr_evaluation.plan.phase.form</field>
  72             <field name="model">hr_evaluation.plan.phase</field>
  73             <field name="type">form</field>
  74             <field name="arch" type="xml">
  75                 <form string="Appraisal Plan Phases">
  76                  <notebook>
  77                    <page string="General">
  78                     <field name="plan_id" invisible="1"/>
  79                     <group col="8" colspan="4">
  80                         <field name="name"/>
  81                         <field name="wait"/>
  82                         <field name="sequence"/>
  83                     </group>
  84                     <group col="4" colspan="4">
  85                         <separator string="Action to Perform" colspan="4"/>
  86                         <field name="action"/>
  87                         <field name="survey_id" domain="[('state','=','open')]"/>
  88                     </group>
  89                     <group col="4" colspan="4">
  90                         <group col="4" colspan="2">
  91                             <separator string="Send to Managers" colspan="2"/>
  92                             <newline/>
  93                             <field name="send_answer_manager"/>
  94                             <newline/>
  95                             <field name="send_anonymous_manager"/>
  96                         </group>
  97                         <group col="4" colspan="2">
  98                             <separator string="Send to Employees" colspan="2"/>
  99                             <newline/>
 100                             <field name="send_answer_employee"/>
 101                             <newline/>
 102                             <field name="send_anonymous_employee"/>
 103                         </group>
 104                     </group>
 105                     </page>
 106                     <page string="Mail Settings">
 107                         <field name="mail_feature" colspan="4"/>
 108                         <newline/>
 109                         <separator string="Mail Body"/>
 110                         <newline/>
 111                         <field name="mail_body" colspan="4" nolabel="1"/>
 112                         <newline/>
 113                         <separator string="Legend" colspan ="4"/>
 114                           <label string=" (employee_name)s: Partner name" colspan="2"/>
 115                           <label string="(user_signature)s: User name" colspan="2"/>
 116                           <label string="(date)s: Current Date" colspan="2"/>
 117                           <label string="(eval_name)s:Appraisal Name" colspan="2"/>
 118                     </page>
 119                   </notebook>
 120                 </form>
 121             </field>
 122         </record>
 123         <record model="ir.ui.view" id="view_hr_evaluation_plan_phase_tree">
 124             <field name="name">hr_evaluation.plan.phase.form</field>
 125             <field name="model">hr_evaluation.plan.phase</field>
 126             <field name="type">tree</field>
 127             <field name="arch" type="xml">
 128                 <tree string="Appraisal Plan Phases" editable="bottom" >
 129                     <field name="sequence"/>
 130                     <field name="name"/>
 131                     <field name="action"/>
 132                     <field name="survey_id"/>
 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                 <page string="Notes" position="before">
 144                     <page string="Appraisal" groups="base.group_hr_user">
 145                         <field name="evaluation_plan_id" on_change="onchange_evaluation_plan_id(evaluation_plan_id, evaluation_date)"/>
 146                         <field name="evaluation_date"/>
 147                     </page>
 148                 </page>
 149             </field>
 150         </record>
 151
 152         <record model="ir.ui.view" id="view_hr_evaluation_form">
 153             <field name="name">hr_evaluation.evaluation.form</field>
 154             <field name="model">hr_evaluation.evaluation</field>
 155             <field name="type">form</field>
 156             <field name="arch" type="xml">
 157                 <form string="Appraisal">
 158                     <group col="4" colspan="3">
 159                         <separator string="Appraisal Data" colspan="4"/>
 160                         <field name="employee_id" on_change="onchange_employee_id(employee_id)"/>
 161                         <field name="plan_id"/>
 162                         <field name="date"/>
 163                         <field name="progress" widget="progressbar"/>
 164                     </group>
 165                     <group col="2" colspan="1">
 166                         <separator string="Ending Summary" colspan="2"/>
 167                         <field name="rating" attrs="{'readonly':[('state','&lt;&gt;','progress')],'required':[('state','=','progress')]}"/>
 168                         <field name="date_close" readonly="1"/>
 169                     </group>
 170                     <notebook colspan="4">
 171                         <page string="Appraisal">
 172                             <field name="survey_request_ids" nolabel="1" colspan="4" widget="one2many">
 173                                 <form string="Interview Appraisal">
 174                                     <group col="4" colspan="4">
 175                                         <field name="survey_id"/>
 176                                         <group col="2" colspan="2">
 177                                             <button name="%(survey.action_view_survey_question_message)d" string="Interview Question" 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)]}"/>
 178                                             <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)]}" />
 179                                         </group>
 180                                         <field name="date_deadline"/>
 181                                         <field name="response" readonly="1"/>
 182                                         <field name="user_to_review_id"/>
 183                                         <field name="user_id" string="Interviewer"/>
 184                                     </group>
 185                                     <newline/>
 186                                     <separator string="State" colspan="4"/>
 187                                     <group colspan="4" col="6">
 188                                          <field name="state"/>
 189                                     </group>
 190                                 </form>
 191                             </field>
 192                         </page>
 193                         <page string="Internal Notes">
 194                             <field name="note_action" colspan="4" nolabel="1"
 195                                 groups="base.group_hr_manager"/>
 196                         </page>
 197                         <page string="Public Notes">
 198                             <field name="note_summary" colspan="4" nolabel="1"/>
 199                         </page>
 200                     </notebook>
 201                     <newline/>
 202                     <group col="8" colspan="4">
 203                         <field name="state" widget="statusbar" statusbar_visible="draft,progress,wait,done" statusbar_colors='{"progress":"blue"}'/>
 204                         <button name="button_cancel" string="Cancel" states="draft,wait,progress" type="object"
 205                                 icon="gtk-cancel"/>
 206                         <button name="button_plan_in_progress" string="Start Appraisal" states="draft" type="object"
 207                                 icon="gtk-execute"/>
 208                         <button name="button_done" string="Done" states="progress" type="object"
 209                                 icon="gtk-jump-to"/>
 210                         <button name="button_draft" string="Reset to Draft" states="cancel" type="object"
 211                                 icon="terp-stock_effects-object-colorize"/>
 212                         <button name="button_final_validation" string="Validate Appraisal" states="wait" type="object"
 213                                 icon="gtk-go-forward"/>
 214                     </group>
 215               </form>
 216             </field>
 217         </record>
 218
 219         <record model="ir.ui.view" id="view_hr_evaluation_tree">
 220             <field name="name">hr_evaluation.evaluation.tree</field>
 221             <field name="model">hr_evaluation.evaluation</field>
 222             <field name="type">tree</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 model="ir.ui.view" id="view_hr_evaluation_graph">
 236             <field name="name">hr_evaluation.evaluation.graph</field>
 237             <field name="model">hr_evaluation.evaluation</field>
 238             <field name="type">graph</field>
 239             <field name="arch" type="xml">
 240                 <graph string="Appraisal" type="bar">
 241                     <field name="employee_id"/>
 242                     <field name="progress"  operator="+"/>
 243                 </graph>
 244             </field>
 245         </record>
 246
 247        <record id="hr_evaluation.evaluation_search" model="ir.ui.view">
 248             <field name="name">hr_evaluation.evaluation_search</field>
 249             <field name="model">hr_evaluation.evaluation</field>
 250             <field name="type">search</field>
 251             <field name="arch" type="xml">
 252                 <search string="Search Appraisal">
 253                    <group>
 254                     <filter icon="terp-check" string="Pending" domain="[('state','=','wait')]" help="Appraisal that are in Plan In Progress state"/>
 255                     <filter icon="terp-camera_test" string="In progress" domain="[('state','=','progress')]" help="Appraisal that are in waiting appreciation state"/>
 256                     <separator orientation="vertical"/>
 257                     <filter icon="terp-go-week" string="7 Days" help="Appraisal to close within the next 7 days"
 258                         domain="[('date', '&gt;=', (datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]" />
 259                     <separator orientation="vertical"/>
 260                     <filter icon="terp-gnome-cpu-frequency-applet+" string="Late"
 261                         help="Appraisal that overpassed the deadline" domain="[('date','&lt;=',(datetime.date.today()).strftime('%%Y-%%m-%%d'))]" />
 262                     <separator orientation="vertical"/>
 263                     <field name="employee_id" />
 264                     <field name="plan_id" widget="selection" />
 265                     </group>
 266                     <newline/>
 267                     <group expand='0' string='Group by...'>
 268                     <filter string='Employee' icon="terp-personal" domain="[]" context="{'group_by' : 'employee_id'}" />
 269                     <separator orientation="vertical"/>
 270                     <filter string='Plan' icon="terp-stock_align_left_24" domain="[]" context="{'group_by' : 'plan_id'}" />
 271                     <filter string='State' icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by' : 'state'}" />
 272                     <separator orientation="vertical"/>
 273                     <filter string='Date' icon="terp-go-month" domain="[]" context="{'group_by' : 'date'}" />
 274                    </group>
 275                </search>
 276             </field>
 277         </record>
 278
 279         <record model="ir.actions.act_window" id="open_view_hr_evaluation_tree">
 280             <field name="name">Appraisal</field>
 281             <field name="res_model">hr_evaluation.evaluation</field>
 282             <field name="view_type">form</field>
 283             <field name="view_mode">tree,form,graph</field>
 284             <field name="search_view_id" ref="hr_evaluation.evaluation_search"/>
 285             <field name="help">Each employee may be assigned an Appraisal Plan. Such a plan defines the frequency and the way you manage your periodic personnel evaluation. You will be able to define steps and attach interviews to each step. OpenERP manages all kind of evaluations: bottom-up, top-down, self-evaluation and final evaluation by the manager.</field>
 286         </record>
 287
 288         <menuitem name="Appraisal" parent="menu_eval_hr" id="menu_open_view_hr_evaluation_tree"
 289             action="open_view_hr_evaluation_tree" groups="base.group_hr_user"/>
 290
 291         <record model="ir.ui.view" id="view_hr_evaluation_interview_form">
 292             <field name="name">hr_evaluation.interview.form</field>
 293             <field name="model">hr.evaluation.interview</field>
 294             <field name="type">form</field>
 295             <field name="arch" type="xml">
 296                 <form string="Interview Appraisal">
 297                     <group col="4" colspan="4">
 298                         <field name="survey_id"/>
 299                         <field name="evaluation_id"/>
 300                         <group col="2" colspan="2">
 301                             <button name="%(survey.action_view_survey_question_message)d" string="Interview Question" 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)]}"/>
 302                             <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)]}" />
 303                         </group>
 304                         <field name="date_deadline"/>
 305                         <field name="response" readonly="1"/>
 306                         <field name="user_to_review_id"/>
 307                         <field name="user_id" string="Interviewer"/>
 308                         <button string="Send Reminder Email"
 309                         name="%(mail.action_email_compose_message_wizard)d"
 310                         icon="terp-mail-message-new" type="action" colspan="2"
 311                         states="waiting_answer"/>
 312                     </group>
 313                     <newline/>
 314                     <separator string="State" colspan="4"/>
 315                     <group colspan="4" col="6">
 316                          <field name="state"/>
 317                     </group>
 318                 </form>
 319             </field>
 320         </record>
 321
 322         <record model="ir.ui.view" id="view_hr_evaluation_interview_tree">
 323             <field name="name">hr_evaluation.interview.tree</field>
 324             <field name="model">hr.evaluation.interview</field>
 325             <field name="type">tree</field>
 326             <field name="arch" type="xml">
 327                 <tree string="Interview Appraisal">
 328                     <field name="date_deadline" string="Deadline Date"/>
 329                     <field name="survey_id"/>
 330                     <field name="user_id" string="Interviewer"/>
 331                     <field name="user_to_review_id"/>
 332                     <field name="response" readonly="1" invisible="True"/>
 333                     <button name="%(survey.action_view_survey_question_message)d" string="Interview Question" 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)]}"/>
 334                     <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)]}" />
 335                     <button name="%(mail.action_email_compose_message_wizard)d" string="Send Reminder Email" icon="terp-mail-message-new" type="action" colspan="2" states="waiting_answer"/>
 336                     <field name="state"/>
 337                 </tree>
 338             </field>
 339         </record>
 340
 341        <record id="view_hr_evaluation_interview_search" model="ir.ui.view">
 342             <field name="name">view_hr_evaluation_interview_search</field>
 343             <field name="model">hr.evaluation.interview</field>
 344             <field name="type">search</field>
 345             <field name="arch" type="xml">
 346                 <search string="Search Appraisal">
 347                    <group>
 348                         <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','waiting_answer')]"/>
 349                         <separator orientation="vertical"/>
 350                         <filter icon="terp-gnome-cpu-frequency-applet+" string="Late" domain="[('date_deadline','&lt;',current_date)]"/>
 351                         <separator orientation="vertical"/>
 352                         <field name="user_to_review_id"/>
 353                         <field name="user_id" string="Interviewer"/>
 354                    </group>
 355                    <newline/>
 356                     <group expand="0" string="Group By...">
 357                         <filter string="Interviewer" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 358                         <separator orientation="vertical"/>
 359                         <filter string="Survey" icon="terp-stock_align_left_24" domain="[]" context="{'group_by':'survey_id'}"/>
 360                         <separator orientation="vertical"/>
 361                         <filter string="State" name="group_state" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 362                     </group>
 363                </search>
 364             </field>
 365         </record>
 366
 367         <record id="view_evaluation_calendar" model="ir.ui.view">
 368             <field name="name">Interview Request</field>
 369             <field name="model">hr.evaluation.interview</field>
 370             <field name="type">calendar</field>
 371             <field name="arch" type="xml">
 372                 <calendar string="Interview Request" color="user_to_review_id" date_start="date_deadline">
 373                     <field name="request_id"/>
 374                 </calendar>
 375             </field>
 376         </record>
 377
 378         <record model="ir.actions.act_window" id="action_hr_evaluation_interview_tree">
 379             <field name="name">Interview Requests</field>
 380             <field name="res_model">hr.evaluation.interview</field>
 381             <field name="view_type">form</field>
 382             <field name="view_id" ref="view_hr_evaluation_interview_form"/>
 383             <field name="domain">[('is_evaluation' ,'=', True)]</field>
 384             <field name="context">{"search_default_todo":1,"search_default_user_id":uid}</field>
 385             <field name="search_view_id" ref="view_hr_evaluation_interview_search"/>
 386             <field name="help">Interview Requests are generated automatically by OpenERP according to an employee's Appraisal Plan. Each user receives automatic emails and requests to evaluate their colleagues periodically.</field>
 387         </record>
 388
 389         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_tree">
 390             <field name="sequence" eval="1"/>
 391             <field name="view_mode">tree</field>
 392             <field name="view_id" ref="view_hr_evaluation_interview_tree"/>
 393             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 394         </record>
 395         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_form">
 396             <field name="sequence" eval="2"/>
 397             <field name="view_mode">form</field>
 398             <field name="view_id" ref="view_hr_evaluation_interview_form"/>
 399             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 400         </record>
 401         <record model="ir.actions.act_window.view" id="action_view_evaluation_calendar">
 402             <field name="sequence" eval="3"/>
 403             <field name="view_mode">calendar</field>
 404             <field name="view_id" ref="view_evaluation_calendar"/>
 405             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 406         </record>
 407
 408         <menuitem name="Interview Requests" parent="menu_eval_hr" id="menu_open_hr_evaluation_interview_requests"
 409             action="action_hr_evaluation_interview_tree"/>
 410
 411       <!-- Email Compose message Action-->
 412       <act_window
 413       id="evaluation_reminders" name="Appraisal Reminders"
 414       res_model="mail.compose.message"
 415       src_model="hr.evaluation.interview"
 416       view_type="form" view_mode="form"
 417       target="new" multi="True"
 418       key2="client_action_multi"
 419       context="{'mail.compose.message.mode':'mass_mail'}"/>
 420
 421       <!-- Appraisal Interviews Button on Employee Form -->
 422       <act_window
 423       context="{'search_default_user_to_review_id': [active_id], 'default_user_to_review_id': active_id}"
 424       id="act_hr_employee_2_hr__evaluation_interview"
 425       name="Appraisal Interviews"
 426       res_model="hr.evaluation.interview"
 427       src_model="hr.employee"/>
 428
 429     </data>
 430 </openerp>