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" version="7.0">
  29                     <group col="4">
  30                         <field name="name"/>
  31                         <field name="company_id" widget="selection" groups="base.group_multi_company"/>
  32                         <field name="month_first"/>
  33                         <field name="month_next"/>
  34                         <field name="active"/>
  35                     </group>
  36                      <notebook>
  37                          <page string="Appraisal Phases">
  38                             <field name="phase_ids"/>
  39                          </page>
  40                      </notebook>
  41                 </form>
  42             </field>
  43         </record>
  44         <record model="ir.ui.view" id="view_hr_evaluation_plan_tree">
  45             <field name="name">hr_evaluation.plan.form</field>
  46             <field name="model">hr_evaluation.plan</field>
  47             <field name="type">tree</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         <menuitem name="Appraisal" parent="hr.menu_hr_root" id="menu_eval_hr" sequence="25"/>
  65         <menuitem name="Periodic Appraisal" parent="hr.menu_hr_configuration" id="menu_eval_hr_config" sequence="4"/>
  66         <menuitem parent="hr.menu_hr_configuration" id="menu_open_view_hr_evaluation_plan_tree"
  67             action="open_view_hr_evaluation_plan_tree" sequence="15"/>
  68
  69         <record model="ir.ui.view" id="view_hr_evaluation_plan_phase_form">
  70             <field name="name">hr_evaluation.plan.phase.form</field>
  71             <field name="model">hr_evaluation.plan.phase</field>
  72             <field name="type">form</field>
  73             <field name="arch" type="xml">
  74                 <form string="Appraisal Plan Phases" version="7.0">
  75                  <notebook>
  76                    <page string="General">
  77                     <group>
  78                     <field name="plan_id" invisible="1"/>
  79                         <group>
  80                         <group>
  81                             <field name="name"/>
  82                             <field name="wait"/>
  83                             <field name="sequence"/>
  84                         </group>
  85                         <group>
  86                             <separator string="Action to Perform" colspan="4"/>
  87                             <field name="action"/>
  88                             <field name="survey_id" domain="[('state','=','open')]"/>
  89                         </group>
  90                         <group string="Send to Managers">
  91                             <field name="send_answer_manager"/>
  92                             <field name="send_anonymous_manager"/>
  93                         </group><group string="Send to Employees">
  94                             <field name="send_answer_employee"/>
  95                             <field name="send_anonymous_employee"/>
  96                         </group>
  97                         </group>
  98                     </group>
  99                     </page>
 100                     <page string="Mail Settings">
 101                         <field name="mail_feature"/>
 102                         <separator string="Mail Body"/>
 103                         <field name="mail_body"/>
 104                         <group string="Legend">
 105                             <label string=" (employee_name)s: Partner name"/>
 106                             <label string="(user_signature)s: User name"/>
 107                             <label string="(date)s: Current Date"/>
 108                             <label string="(eval_name)s:Appraisal Name"/>
 109                         </group>
 110                     </page>
 111                   </notebook>
 112                 </form>
 113             </field>
 114         </record>
 115         <record model="ir.ui.view" id="view_hr_evaluation_plan_phase_tree">
 116             <field name="name">hr_evaluation.plan.phase.form</field>
 117             <field name="model">hr_evaluation.plan.phase</field>
 118             <field name="type">tree</field>
 119             <field name="arch" type="xml">
 120                 <tree string="Appraisal Plan Phases" editable="bottom" >
 121                     <field name="sequence"/>
 122                     <field name="name"/>
 123                     <field name="action"/>
 124                     <field name="survey_id"/>
 125                     <field name="wait"/>
 126                 </tree>
 127             </field>
 128         </record>
 129
 130         <record id="hr_hr_employee_view_form" model="ir.ui.view">
 131             <field name="name">hr.hr.employee.view.form</field>
 132             <field name="model">hr.employee</field>
 133             <field name="inherit_id" ref="hr.view_employee_form"/>
 134             <field name="arch" type="xml">
 135                 <page string="Personal Information" position="after">
 136                     <page string="Appraisal" groups="base.group_hr_user">
 137                         <group col="4">
 138                             <field name="evaluation_plan_id" on_change="onchange_evaluation_plan_id(evaluation_plan_id, evaluation_date)"/>
 139                             <field name="evaluation_date"/>
 140                         </group>
 141                     </page>
 142                 </page>
 143             </field>
 144         </record>
 145
 146         <record model="ir.ui.view" id="view_hr_evaluation_form">
 147             <field name="name">hr_evaluation.evaluation.form</field>
 148             <field name="model">hr_evaluation.evaluation</field>
 149             <field name="type">form</field>
 150             <field name="arch" type="xml">
 151                 <form string="Appraisal" version="7.0">
 152                 <header>
 153                     <button name="button_plan_in_progress" string="Start Appraisal" states="draft" type="object"/>
 154                     <button name="button_final_validation" string="Validate Appraisal" states="wait" type="object"/>
 155                     <button name="button_done" string="Done" states="progress" type="object"/>
 156                     <button name="button_draft" string="Reset to Draft" states="cancel" type="object"/>
 157                     <button name="button_cancel" string="Cancel" states="draft,wait,progress" type="object"/>
 158                     <field name="state" widget="statusbar" statusbar_visible="draft,progress,wait,done" statusbar_colors='{"progress":"blue"}'/>
 159                 </header>
 160                 <sheet>
 161                     <group>
 162                         <label for="employee_id" class="oe_edit_only"/>
 163                          <h1><field name="employee_id" on_change="onchange_employee_id(employee_id)"/></h1>
 164
 165                         <label for="plan_id" class="oe_edit_only"/>
 166                          <h1><field name="plan_id"/></h1>
 167                          <group colspan="4" col="3">
 168                             <field name="date"/>
 169                             <group attrs="{'invisible':['|', ('state','=','draft'), ('state', '=', 'wait')]}">
 170                                 <field name="rating" attrs="{'readonly':[('state','&lt;&gt;','progress')]}"/>
 171                                 <field name="date_close" readonly="1"/>
 172                             </group>
 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                                     <group col="4">
 180                                         <field name="survey_id"/>
 181                                         <div colspan="2">
 182                                             <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)]}"/>
 183                                             <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)]}" />
 184                                         </div>
 185                                         <field name="date_deadline"/>
 186                                         <field name="user_to_review_id"/>
 187                                         <field name="response" readonly="1"/>
 188                                         <field name="user_id" string="Interviewer"/>
 189                                     </group>
 190                                     <group col="4" string="Status" invisible="1">
 191                                          <field name="state"/>
 192                                          <div>
 193                                              <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to" />
 194                                          </div>
 195                                     </group>
 196                                 </form>
 197                             </field>
 198                         </page>
 199                         <page string="Internal Notes" attrs="{'invisible':[('state','=','draft')]}">
 200                             <field name="note_action"
 201                                 groups="base.group_hr_manager"/>
 202                         </page>
 203                         <page string="Public Notes" attrs="{'invisible':[('state','=','draft')]}">
 204                             <field name="note_summary"/>
 205                         </page>
 206                     </notebook>
 207               </sheet>
 208               </form>
 209             </field>
 210         </record>
 211
 212         <record model="ir.ui.view" id="view_hr_evaluation_tree">
 213             <field name="name">hr_evaluation.evaluation.tree</field>
 214             <field name="model">hr_evaluation.evaluation</field>
 215             <field name="type">tree</field>
 216             <field name="arch" type="xml">
 217                 <tree colors="blue:state == 'draft';black:state in ('wait','progress');gray:state in('done','cancel')" string="Appraisal">
 218                     <field name="employee_id"/>
 219                     <field name="plan_id"/>
 220                     <field name="date"/>
 221                     <!--field name="progress" widget="progressbar"/-->
 222                     <field name="rating"/>
 223                     <field name="state"/>
 224                 </tree>
 225             </field>
 226         </record>
 227
 228        <record id="hr_evaluation.evaluation_search" model="ir.ui.view">
 229             <field name="name">hr_evaluation.evaluation_search</field>
 230             <field name="model">hr_evaluation.evaluation</field>
 231             <field name="type">search</field>
 232             <field name="arch" type="xml">
 233                 <search string="Search Appraisal">
 234                    <group>
 235                     <filter icon="terp-check" string="Pending" domain="[('state','=','wait')]" help="Appraisal that are in Plan In Progress state"/>
 236                     <filter icon="terp-camera_test" string="In progress" domain="[('state','=','progress')]" help="Appraisal that are in waiting appreciation state"/>
 237                     <separator orientation="vertical"/>
 238                     <filter icon="terp-go-week" string="7 Days" help="Appraisal to close within the next 7 days"
 239                         domain="[('date', '&gt;=', (datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]" />
 240                     <separator orientation="vertical"/>
 241                     <filter icon="terp-gnome-cpu-frequency-applet+" string="Late"
 242                         help="Appraisal that overpassed the deadline" domain="[('date','&lt;=',(datetime.date.today()).strftime('%%Y-%%m-%%d'))]" />
 243                     <filter icon="terp-go-month" name="next_month" string=" Month+1"
 244                          domain="[('date','&lt;=', (datetime.date.today() + relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('date','&gt;=',(datetime.date.today() + relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d')),('state','=','draft')]"
 245                          help="Appraisal during next month"/>
 246                     <separator orientation="vertical"/>
 247                     <field name="employee_id" />
 248                     <field name="plan_id" widget="selection" />
 249                     </group>
 250                     <newline/>
 251                     <group expand='0' string='Group by...'>
 252                     <filter string='Employee' icon="terp-personal" domain="[]" context="{'group_by' : 'employee_id'}" />
 253                     <separator orientation="vertical"/>
 254                     <filter string='Plan' icon="terp-stock_align_left_24" domain="[]" context="{'group_by' : 'plan_id'}" />
 255                     <filter string='Status' icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by' : 'state'}" />
 256                     <separator orientation="vertical"/>
 257                     <filter string='Date' icon="terp-go-month" domain="[]" context="{'group_by' : 'date'}" />
 258                    </group>
 259                </search>
 260             </field>
 261         </record>
 262
 263         <record model="ir.actions.act_window" id="open_view_hr_evaluation_tree">
 264             <field name="name">Appraisal</field>
 265             <field name="res_model">hr_evaluation.evaluation</field>
 266             <field name="view_type">form</field>
 267             <field name="view_mode">tree,form,graph</field>
 268             <field name="search_view_id" ref="hr_evaluation.evaluation_search"/>
 269              <field name="context">{"search_default_next_month":1}</field>
 270             <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>
 271         </record>
 272
 273         <menuitem name="Appraisals" parent="menu_eval_hr" id="menu_open_view_hr_evaluation_tree"
 274             action="open_view_hr_evaluation_tree" groups="base.group_hr_user"/>
 275
 276         <record model="ir.ui.view" id="view_hr_evaluation_interview_form">
 277             <field name="name">hr_evaluation.interview.form</field>
 278             <field name="model">hr.evaluation.interview</field>
 279             <field name="type">form</field>
 280             <field name="arch" type="xml">
 281                 <form string="Interview Appraisal" version="7.0">
 282                     <header>
 283                         <button string="Send Request" name="survey_req_waiting_answer" states="draft" type="object" icon="gtk-yes" />
 284                         <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to" />
 285                         <button string="Cancel" name="survey_req_cancel" states="draft,waiting_answer" type="object" icon="gtk-cancel"/>
 286
 287                         <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)]}"/>
 288                         <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)]}"/>
 289                         <button string="Send Reminder Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action" states="waiting_answer"/>
 290
 291                         <field name="state" widget="statusbar" statusbar_visible="waiting_answer,done"/>
 292                     </header>
 293                     <sheet>
 294                         <group col="4">
 295                              <field name="survey_id"/>
 296                              <field name="date_deadline"/>
 297                              <field name="user_to_review_id"/>
 298                              <field name="response" readonly="1"/>
 299                              <field name="user_id" string="Interviewer"/>
 300                              <field name="evaluation_id"/>
 301                         </group>
 302                     </sheet>
 303                 </form>
 304             </field>
 305         </record>
 306
 307         <record model="ir.ui.view" id="view_hr_evaluation_interview_tree">
 308             <field name="name">hr_evaluation.interview.tree</field>
 309             <field name="model">hr.evaluation.interview</field>
 310             <field name="type">tree</field>
 311             <field name="arch" type="xml">
 312                 <tree string="Interview Appraisal">
 313                     <field name="date_deadline" string="Deadline Date"/>
 314                     <field name="survey_id"/>
 315                     <field name="user_id" string="Interviewer"/>
 316                     <field name="user_to_review_id"/>
 317                     <field name="response" readonly="1" invisible="True"/>
 318                     <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)]}"/>
 319                     <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)]}"/>
 320                     <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"/>
 321                     <field name="state"/>
 322                     <button string="Send Request" name="survey_req_waiting_answer" states="draft" type="object" icon="gtk-yes" />
 323                     <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to" />
 324                 </tree>
 325             </field>
 326         </record>
 327
 328        <record id="view_hr_evaluation_interview_search" model="ir.ui.view">
 329             <field name="name">view_hr_evaluation_interview_search</field>
 330             <field name="model">hr.evaluation.interview</field>
 331             <field name="type">search</field>
 332             <field name="arch" type="xml">
 333                 <search string="Search Appraisal">
 334                    <group>
 335                         <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','waiting_answer')]"/>
 336                         <separator orientation="vertical"/>
 337                         <filter icon="terp-gnome-cpu-frequency-applet+" string="Late" domain="[('date_deadline','&lt;',current_date)]"/>
 338                         <separator orientation="vertical"/>
 339                         <field name="user_to_review_id"/>
 340                         <field name="user_id" string="Interviewer"/>
 341                    </group>
 342                    <newline/>
 343                     <group expand="0" string="Group By...">
 344                         <filter string="Interviewer" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 345                         <separator orientation="vertical"/>
 346                         <filter string="Survey" icon="terp-stock_align_left_24" domain="[]" context="{'group_by':'survey_id'}"/>
 347                         <separator orientation="vertical"/>
 348                         <filter string="Status" name="group_state" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 349                     </group>
 350                </search>
 351             </field>
 352         </record>
 353
 354         <record id="view_evaluation_calendar" model="ir.ui.view">
 355             <field name="name">Interview Requests</field>
 356             <field name="model">hr.evaluation.interview</field>
 357             <field name="type">calendar</field>
 358             <field name="arch" type="xml">
 359                 <calendar string="Interview Request" color="user_to_review_id" date_start="date_deadline">
 360                     <field name="request_id"/>
 361                 </calendar>
 362             </field>
 363         </record>
 364
 365         <record model="ir.actions.act_window" id="action_hr_evaluation_interview_tree">
 366             <field name="name">Interview Requests</field>
 367             <field name="res_model">hr.evaluation.interview</field>
 368             <field name="view_type">form</field>
 369             <field name="view_id" eval="False"/>
 370             <field name="domain">[('is_evaluation' ,'=', True)]</field>
 371             <field name="context">{'default_is_evaluation': True, "search_default_todo":1,"search_default_user_id":uid}</field>
 372             <field name="search_view_id" ref="view_hr_evaluation_interview_search"/>
 373             <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>
 374         </record>
 375
 376         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_tree">
 377             <field name="sequence" eval="1"/>
 378             <field name="view_mode">tree</field>
 379             <field name="view_id" ref="view_hr_evaluation_interview_tree"/>
 380             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 381         </record>
 382         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_form">
 383             <field name="sequence" eval="2"/>
 384             <field name="view_mode">form</field>
 385             <field name="view_id" ref="view_hr_evaluation_interview_form"/>
 386             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 387         </record>
 388         <record model="ir.actions.act_window.view" id="action_view_evaluation_calendar">
 389             <field name="sequence" eval="3"/>
 390             <field name="view_mode">calendar</field>
 391             <field name="view_id" ref="view_evaluation_calendar"/>
 392             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 393         </record>
 394
 395         <menuitem name="Interview Requests" parent="menu_eval_hr" id="menu_open_hr_evaluation_interview_requests"
 396             action="action_hr_evaluation_interview_tree"/>
 397
 398       <!-- Email Compose message Action-->
 399       <act_window
 400       id="evaluation_reminders" name="Appraisal Reminders"
 401       res_model="mail.compose.message"
 402       src_model="hr.evaluation.interview"
 403       view_type="form" view_mode="form"
 404       target="new" multi="True"
 405       key2="client_action_multi"
 406       context="{'mail.compose.message.mode':'mass_mail'}"/>
 407
 408       <!-- Appraisal Interviews Button on Employee Form -->
 409       <act_window
 410       context="{'search_default_user_to_review_id': [active_id], 'default_user_to_review_id': active_id}"
 411       id="act_hr_employee_2_hr__evaluation_interview"
 412       name="Appraisal Interviews"
 413       res_model="hr.evaluation.interview"
 414       src_model="hr.employee"/>
 415
 416     </data>
 417 </openerp>