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" string="Appraisal Plans"/>
  13                        <separator orientation="vertical"/>
  14                        <field name="company_id" widget="selection" groups="base.group_multi_company"/>
  15                    </group>
  16                    <newline/>
  17                    <group expand="0" string="Group By..." groups="base.group_multi_company">
  18                         <filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}"/>
  19                     </group>
  20                </search>
  21             </field>
  22         </record>
  23
  24         <record model="ir.ui.view" id="view_hr_evaluation_plan_form">
  25             <field name="name">hr_evaluation.plan.form</field>
  26             <field name="model">hr_evaluation.plan</field>
  27             <field name="type">form</field>
  28             <field name="arch" type="xml">
  29                 <form string="Appraisal Plan" version="7.0">
  30                     <group col="4">
  31                         <field name="name"/>
  32                         <field name="company_id" widget="selection" groups="base.group_multi_company"/>
  33                         <field name="month_first"/>
  34                         <field name="month_next"/>
  35                         <field name="active"/>
  36                     </group>
  37                      <notebook>
  38                          <page string="Appraisal Phases">
  39                             <field name="phase_ids"/>
  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="25"/>
  66         <menuitem name="Periodic Appraisal" parent="hr.menu_hr_configuration" id="menu_eval_hr_config" sequence="4"/>
  67         <menuitem parent="hr.menu_hr_configuration" id="menu_open_view_hr_evaluation_plan_tree"
  68             action="open_view_hr_evaluation_plan_tree" sequence="15"/>
  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" version="7.0">
  76                  <notebook>
  77                    <page string="General">
  78                     <group>
  79                     <field name="plan_id" invisible="1"/>
  80                         <group>
  81                         <group>
  82                             <field name="name"/>
  83                             <field name="wait"/>
  84                             <field name="sequence"/>
  85                         </group>
  86                         <group>
  87                             <separator string="Action to Perform" colspan="4"/>
  88                             <field name="action"/>
  89                             <field name="survey_id" domain="[('state','=','open')]"/>
  90                         </group>
  91                         <group string="Send to Managers">
  92                             <field name="send_answer_manager"/>
  93                             <field name="send_anonymous_manager"/>
  94                         </group><group string="Send to Employees">
  95                             <field name="send_answer_employee"/>
  96                             <field name="send_anonymous_employee"/>
  97                         </group>
  98                         </group>
  99                     </group>
 100                     </page>
 101                     <page string="Mail Settings">
 102                         <field name="mail_feature"/>
 103                         <separator string="Mail Body"/>
 104                         <field name="mail_body"/>
 105                         <group string="Legend">
 106                             <label string=" (employee_name)s: Partner name"/>
 107                             <label string="(user_signature)s: User name"/>
 108                             <label string="(date)s: Current Date"/>
 109                             <label string="(eval_name)s:Appraisal Name"/>
 110                         </group>
 111                     </page>
 112                   </notebook>
 113                 </form>
 114             </field>
 115         </record>
 116         <record model="ir.ui.view" id="view_hr_evaluation_plan_phase_tree">
 117             <field name="name">hr_evaluation.plan.phase.form</field>
 118             <field name="model">hr_evaluation.plan.phase</field>
 119             <field name="type">tree</field>
 120             <field name="arch" type="xml">
 121                 <tree string="Appraisal Plan Phases" editable="bottom" >
 122                     <field name="sequence"/>
 123                     <field name="name"/>
 124                     <field name="action"/>
 125                     <field name="survey_id"/>
 126                     <field name="wait"/>
 127                 </tree>
 128             </field>
 129         </record>
 130
 131         <record id="hr_hr_employee_view_form" model="ir.ui.view">
 132             <field name="name">hr.hr.employee.view.form</field>
 133             <field name="model">hr.employee</field>
 134             <field name="inherit_id" ref="hr.view_employee_form"/>
 135             <field name="arch" type="xml">
 136                 <page string="Personal Information" position="after">
 137                     <page string="Appraisal" groups="base.group_hr_user">
 138                         <group col="4">
 139                             <field name="evaluation_plan_id" on_change="onchange_evaluation_plan_id(evaluation_plan_id, evaluation_date)"/>
 140                             <field name="evaluation_date"/>
 141                         </group>
 142                     </page>
 143                 </page>
 144             </field>
 145         </record>
 146
 147         <record model="ir.ui.view" id="view_hr_evaluation_form">
 148             <field name="name">hr_evaluation.evaluation.form</field>
 149             <field name="model">hr_evaluation.evaluation</field>
 150             <field name="type">form</field>
 151             <field name="arch" type="xml">
 152                 <form string="Appraisal" version="7.0">
 153                 <header>
 154                     <button name="button_plan_in_progress" string="Start Appraisal" states="draft" type="object"/>
 155                     <button name="button_final_validation" string="Validate Appraisal" states="wait" type="object"/>
 156                     <button name="button_done" string="Done" states="progress" type="object"/>
 157                     <button name="button_draft" string="Reset to Draft" states="cancel" type="object"/>
 158                     <button name="button_cancel" string="Cancel" states="draft,wait,progress" type="object"/>
 159                     <field name="state" widget="statusbar" statusbar_visible="draft,progress,wait,done" statusbar_colors='{"progress":"blue"}'/>
 160                 </header>
 161                 <sheet>
 162                     <label for="employee_id" class="oe_edit_only"/>
 163                     <h1><field name="employee_id" on_change="onchange_employee_id(employee_id)"/></h1>
 164                     <label for="plan_id" class="oe_edit_only"/>
 165                     <h2><field name="plan_id"/></h2>
 166                     <group>
 167                         <group>
 168                             <field name="date"/>
 169                         </group>
 170                         <group attrs="{'invisible':['|', ('state','=','draft'), ('state', '=', 'wait')]}">
 171                             <field name="rating" attrs="{'readonly':[('state','&lt;&gt;','progress')]}"/>
 172                             <field name="date_close" readonly="1"/>
 173                         </group>
 174                     </group>
 175                     <notebook>
 176                         <page string="Appraisal" attrs="{'invisible':[('state','=','draft')]}">
 177                             <field name="survey_request_ids">
 178                                 <form string="Interview Appraisal" version="7.0">
 179                                     <div class="oe_right oe_button_box">
 180                                         <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)]}"/>
 181                                         <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)]}" />
 182                                     </div>
 183                                     <group>
 184                                         <group>
 185                                             <field name="survey_id"/>
 186                                             <field name="user_to_review_id"/>
 187                                             <field name="user_id" string="Interviewer"/>
 188                                         </group>
 189                                         <group>
 190
 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                         </page>
 204                         <page string="Internal Notes" attrs="{'invisible':[('state','=','draft')]}">
 205                             <field name="note_action"
 206                                 groups="base.group_hr_manager"/>
 207                         </page>
 208                         <page string="Public Notes" attrs="{'invisible':[('state','=','draft')]}">
 209                             <field name="note_summary"/>
 210                         </page>
 211                     </notebook>
 212               </sheet>
 213               </form>
 214             </field>
 215         </record>
 216
 217         <record model="ir.ui.view" id="view_hr_evaluation_tree">
 218             <field name="name">hr_evaluation.evaluation.tree</field>
 219             <field name="model">hr_evaluation.evaluation</field>
 220             <field name="type">tree</field>
 221             <field name="arch" type="xml">
 222                 <tree colors="blue:state == 'draft';black:state in ('wait','progress');gray:state in('done','cancel')" string="Appraisal">
 223                     <field name="employee_id"/>
 224                     <field name="plan_id"/>
 225                     <field name="date"/>
 226                     <!--field name="progress" widget="progressbar"/-->
 227                     <field name="rating"/>
 228                     <field name="state"/>
 229                 </tree>
 230             </field>
 231         </record>
 232
 233        <record id="hr_evaluation.evaluation_search" model="ir.ui.view">
 234             <field name="name">hr_evaluation.evaluation_search</field>
 235             <field name="model">hr_evaluation.evaluation</field>
 236             <field name="type">search</field>
 237             <field name="arch" type="xml">
 238                 <search string="Search Appraisal">
 239                    <group>
 240                         <field name="date"/>
 241                         <separator orientation="vertical"/>
 242                         <filter icon="terp-check" string="Pending" domain="[('state','=','wait')]" help="Appraisal that are in Plan In Progress state"/>
 243                         <filter icon="terp-camera_test" string="In progress" domain="[('state','=','progress')]" help="Appraisal that are in waiting appreciation state"/>
 244                         <separator orientation="vertical"/>
 245                         <field name="employee_id" />
 246                         <field name="plan_id" widget="selection" />
 247                     </group>
 248                     <newline/>
 249                     <group expand='0' string='Group by...'>
 250                         <filter string='Employee' icon="terp-personal" domain="[]" context="{'group_by' : 'employee_id'}" />
 251                         <separator orientation="vertical"/>
 252                         <filter string='Plan' icon="terp-stock_align_left_24" domain="[]" context="{'group_by' : 'plan_id'}" />
 253                         <filter string='Status' icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by' : 'state'}" />
 254                         <separator orientation="vertical"/>
 255                         <filter string='Date' icon="terp-go-month" domain="[]" context="{'group_by' : 'date'}" />
 256                    </group>
 257                </search>
 258             </field>
 259         </record>
 260
 261         <record model="ir.actions.act_window" id="open_view_hr_evaluation_tree">
 262             <field name="name">Appraisal</field>
 263             <field name="res_model">hr_evaluation.evaluation</field>
 264             <field name="view_type">form</field>
 265             <field name="view_mode">tree,form,graph</field>
 266             <field name="search_view_id" ref="hr_evaluation.evaluation_search"/>
 267              <field name="context">{"search_default_next_month":1}</field>
 268             <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>
 269         </record>
 270
 271         <menuitem name="Appraisals" parent="menu_eval_hr" id="menu_open_view_hr_evaluation_tree"
 272             action="open_view_hr_evaluation_tree" groups="base.group_hr_user"/>
 273
 274         <record model="ir.ui.view" id="view_hr_evaluation_interview_form">
 275             <field name="name">hr_evaluation.interview.form</field>
 276             <field name="model">hr.evaluation.interview</field>
 277             <field name="type">form</field>
 278             <field name="arch" type="xml">
 279                 <form string="Interview Appraisal" version="7.0">
 280                     <header>
 281                         <button string="Send Request" name="survey_req_waiting_answer" states="draft" type="object" icon="gtk-yes" />
 282                         <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to" />
 283                         <button string="Cancel" name="survey_req_cancel" states="draft,waiting_answer" type="object" icon="gtk-cancel"/>
 284
 285                         <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)]}"/>
 286                         <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)]}"/>
 287                         <button string="Send Reminder Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action" states="waiting_answer"/>
 288
 289                         <field name="state" widget="statusbar" statusbar_visible="waiting_answer,done"/>
 290                     </header>
 291                     <sheet>
 292                         <group>
 293                             <group>
 294                                 <field name="survey_id"/>
 295                                 <field name="user_to_review_id"/>
 296                                 <field name="user_id" string="Interviewer"/>
 297                             </group>
 298                             <group>
 299                                 <field name="date_deadline"/>
 300                                 <field name="response" readonly="1"/>
 301                                 <field name="evaluation_id" string="Appraisal Plan"/>
 302                             </group>
 303                         </group>
 304                     </sheet>
 305                 </form>
 306             </field>
 307         </record>
 308
 309         <record model="ir.ui.view" id="view_hr_evaluation_interview_tree">
 310             <field name="name">hr_evaluation.interview.tree</field>
 311             <field name="model">hr.evaluation.interview</field>
 312             <field name="type">tree</field>
 313             <field name="arch" type="xml">
 314                 <tree string="Interview Appraisal">
 315                     <field name="date_deadline" string="Deadline Date"/>
 316                     <field name="survey_id"/>
 317                     <field name="user_id" string="Interviewer"/>
 318                     <field name="user_to_review_id"/>
 319                     <field name="response" readonly="1" invisible="True"/>
 320                     <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)]}"/>
 321                     <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)]}"/>
 322                     <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"/>
 323                     <field name="state"/>
 324                     <button string="Send Request" name="survey_req_waiting_answer" states="draft" type="object" icon="gtk-yes" />
 325                     <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to" />
 326                 </tree>
 327             </field>
 328         </record>
 329
 330        <record id="view_hr_evaluation_interview_search" model="ir.ui.view">
 331             <field name="name">view_hr_evaluation_interview_search</field>
 332             <field name="model">hr.evaluation.interview</field>
 333             <field name="type">search</field>
 334             <field name="arch" type="xml">
 335                 <search string="Search Appraisal">
 336                    <group>
 337                         <field name="date_deadline"/>
 338                         <separator orientation="vertical"/>
 339                         <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','waiting_answer')]"/>
 340                         <separator orientation="vertical"/>
 341                         <field name="user_to_review_id"/>
 342                         <field name="user_id" string="Interviewer"/>
 343                    </group>
 344                    <newline/>
 345                     <group expand="0" string="Group By...">
 346                         <filter string="Interviewer" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 347                         <separator orientation="vertical"/>
 348                         <filter string="Survey" icon="terp-stock_align_left_24" domain="[]" context="{'group_by':'survey_id'}"/>
 349                         <separator orientation="vertical"/>
 350                         <filter string="Status" name="group_state" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 351                     </group>
 352                </search>
 353             </field>
 354         </record>
 355
 356         <record id="view_evaluation_calendar" model="ir.ui.view">
 357             <field name="name">Interview Requests</field>
 358             <field name="model">hr.evaluation.interview</field>
 359             <field name="type">calendar</field>
 360             <field name="arch" type="xml">
 361                 <calendar string="Interview Request" color="user_to_review_id" date_start="date_deadline">
 362                     <field name="request_id"/>
 363                 </calendar>
 364             </field>
 365         </record>
 366
 367         <record model="ir.actions.act_window" id="action_hr_evaluation_interview_tree">
 368             <field name="name">Interview Requests</field>
 369             <field name="res_model">hr.evaluation.interview</field>
 370             <field name="view_type">form</field>
 371             <field name="view_id" eval="False"/>
 372             <field name="domain">[('is_evaluation' ,'=', True)]</field>
 373             <field name="context">{'default_is_evaluation': True, "search_default_todo":1,"search_default_user_id":uid}</field>
 374             <field name="search_view_id" ref="view_hr_evaluation_interview_search"/>
 375             <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>
 376         </record>
 377
 378         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_tree">
 379             <field name="sequence" eval="1"/>
 380             <field name="view_mode">tree</field>
 381             <field name="view_id" ref="view_hr_evaluation_interview_tree"/>
 382             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 383         </record>
 384         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_form">
 385             <field name="sequence" eval="2"/>
 386             <field name="view_mode">form</field>
 387             <field name="view_id" ref="view_hr_evaluation_interview_form"/>
 388             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 389         </record>
 390         <record model="ir.actions.act_window.view" id="action_view_evaluation_calendar">
 391             <field name="sequence" eval="3"/>
 392             <field name="view_mode">calendar</field>
 393             <field name="view_id" ref="view_evaluation_calendar"/>
 394             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 395         </record>
 396
 397         <menuitem name="Interview Requests" parent="menu_eval_hr" id="menu_open_hr_evaluation_interview_requests"
 398             action="action_hr_evaluation_interview_tree"/>
 399
 400       <!-- Email Compose message Action-->
 401       <act_window
 402       id="evaluation_reminders" name="Appraisal Reminders"
 403       res_model="mail.compose.message"
 404       src_model="hr.evaluation.interview"
 405       view_type="form" view_mode="form"
 406       target="new" multi="True"
 407       key2="client_action_multi"
 408       context="{'mail.compose.message.mode':'mass_mail'}"/>
 409
 410       <!-- Appraisal Interviews Button on Employee Form -->
 411       <act_window
 412       context="{'search_default_user_to_review_id': [active_id], 'default_user_to_review_id': active_id}"
 413       id="act_hr_employee_2_hr__evaluation_interview"
 414       name="Appraisal Interviews"
 415       res_model="hr.evaluation.interview"
 416       src_model="hr.employee"/>
 417
 418     </data>
 419 </openerp>