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                    <field name="name" string="Appraisal Plans"/>
  12                    <field name="company_id" groups="base.group_multi_company"/>
  13                    <group expand="0" string="Group By..." groups="base.group_multi_company">
  14                         <filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}"/>
  15                     </group>
  16                </search>
  17             </field>
  18         </record>
  19
  20         <record model="ir.ui.view" id="view_hr_evaluation_plan_form">
  21             <field name="name">hr_evaluation.plan.form</field>
  22             <field name="model">hr_evaluation.plan</field>
  23             <field name="type">form</field>
  24             <field name="arch" type="xml">
  25                 <form string="Appraisal Plan" version="7.0">
  26                     <group col="4">
  27                         <group>
  28                             <field name="name"/>
  29                             <field name="company_id" widget="selection" groups="base.group_multi_company"/>
  30                             <field name="active"/>
  31                         </group>
  32                         <group>
  33                             <field name="month_first"/>
  34                             <field name="month_next"/>
  35                         </group>
  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" class="oe_highlight"/>
 155                     <button name="button_final_validation" string="Validate Appraisal" states="wait" type="object" class="oe_highlight"/>
 156                     <button name="button_done" string="Done" states="progress" type="object" class="oe_highlight"/>
 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)" class="oe_inline"/>, <field name="date" class="oe_inline"/></h1>
 164                     <label for="plan_id" class="oe_edit_only"/>
 165                     <h2><field name="plan_id"/></h2>
 166                     <group>
 167                         <group colspan="4" attrs="{'invisible':['|', ('state','=','draft'), ('state', '=', 'wait')]}">
 168                             <field name="rating" attrs="{'readonly':[('state','&lt;&gt;','progress')]}"/>
 169                             <field name="date_close" readonly="1"/>
 170                         </group>
 171                     </group>
 172                     <group string="Appraisal Forms" attrs="{'invisible':[('state','=','draft')]}">
 173                         <field nolabel="1" name="survey_request_ids">
 174                             <form string="Interview Appraisal" version="7.0">
 175                                 <div class="oe_right oe_button_box">
 176                                     <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)]}"/>
 177                                     <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)]}" />
 178                                 </div>
 179                                 <group>
 180                                     <group>
 181                                         <field name="survey_id"/>
 182                                         <field name="user_to_review_id"/>
 183                                         <field name="user_id" string="Interviewer"/>
 184                                     </group>
 185                                     <group>
 186                                         <field name="date_deadline"/>
 187                                         <field name="response" readonly="1"/>
 188                                     </group>
 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                     </group>
 199                     <group string="Internal Notes" attrs="{'invisible':[('state','=','draft')]}">
 200                         <field nolabel="1" name="note_action"
 201                             groups="base.group_hr_manager" placeholder="Appraisal Summary..."/>
 202                     </group>
 203                     <group string="Public Notes" attrs="{'invisible':[('state','=','draft')]}">
 204                         <field nolabel="1" name="note_summary" placeholder="Action Plan..."/>
 205                     </group>
 206               </sheet>
 207               </form>
 208             </field>
 209         </record>
 210
 211         <record model="ir.ui.view" id="view_hr_evaluation_tree">
 212             <field name="name">hr_evaluation.evaluation.tree</field>
 213             <field name="model">hr_evaluation.evaluation</field>
 214             <field name="type">tree</field>
 215             <field name="arch" type="xml">
 216                 <tree colors="blue:state == 'draft';black:state in ('wait','progress');gray:state in('done','cancel')" string="Appraisal">
 217                     <field name="employee_id"/>
 218                     <field name="plan_id"/>
 219                     <field name="date"/>
 220                     <!--field name="progress" widget="progressbar"/-->
 221                     <field name="rating"/>
 222                     <field name="state"/>
 223                 </tree>
 224             </field>
 225         </record>
 226
 227        <record id="hr_evaluation.evaluation_search" model="ir.ui.view">
 228             <field name="name">hr_evaluation.evaluation_search</field>
 229             <field name="model">hr_evaluation.evaluation</field>
 230             <field name="type">search</field>
 231             <field name="arch" type="xml">
 232                 <search string="Search Appraisal">
 233                     <field name="date"/>
 234                     <filter icon="terp-check" string="Pending" domain="[('state','=','wait')]" help="Appraisal that are in Plan In Progress state"/>
 235                     <filter icon="terp-camera_test" string="In progress" domain="[('state','=','progress')]" help="Appraisal that are in waiting appreciation state"/>
 236                     <field name="employee_id" />
 237                     <field name="plan_id"/>
 238                     <group expand='0' string='Group by...'>
 239                         <filter string='Employee' icon="terp-personal" domain="[]" context="{'group_by' : 'employee_id'}" />
 240                         <filter string='Plan' icon="terp-stock_align_left_24" domain="[]" context="{'group_by' : 'plan_id'}" />
 241                         <filter string='Status' icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by' : 'state'}" />
 242                         <filter string='Date' icon="terp-go-month" domain="[]" context="{'group_by' : 'date'}" />
 243                    </group>
 244                </search>
 245             </field>
 246         </record>
 247
 248         <record model="ir.actions.act_window" id="open_view_hr_evaluation_tree">
 249             <field name="name">Appraisal</field>
 250             <field name="res_model">hr_evaluation.evaluation</field>
 251             <field name="view_type">form</field>
 252             <field name="view_mode">tree,form,graph</field>
 253             <field name="search_view_id" ref="hr_evaluation.evaluation_search"/>
 254              <field name="context">{"search_default_next_month":1}</field>
 255             <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>
 256         </record>
 257
 258         <menuitem name="Appraisals" parent="menu_eval_hr" id="menu_open_view_hr_evaluation_tree"
 259             action="open_view_hr_evaluation_tree" groups="base.group_hr_user"/>
 260
 261         <record model="ir.ui.view" id="view_hr_evaluation_interview_form">
 262             <field name="name">hr_evaluation.interview.form</field>
 263             <field name="model">hr.evaluation.interview</field>
 264             <field name="type">form</field>
 265             <field name="arch" type="xml">
 266                 <form string="Interview Appraisal" version="7.0">
 267                     <header>
 268                         <button string="Send Request" name="survey_req_waiting_answer" states="draft" type="object" icon="gtk-yes" class="oe_highlight"/>
 269                         <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to" class="oe_highlight"/>
 270                         <button string="Cancel" name="survey_req_cancel" states="draft,waiting_answer" type="object" icon="gtk-cancel"/>
 271                         <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)]}" class="oe_highlight"/>
 272                         <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"/>
 273                         <button string="Send Reminder Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action" states="waiting_answer" class="oe_highlight"/>
 274                         <field name="state" widget="statusbar" statusbar_visible="waiting_answer,done"/>
 275                     </header>
 276                     <sheet>
 277                         <group>
 278                             <group>
 279                                 <field name="survey_id"/>
 280                                 <field name="user_to_review_id"/>
 281                                 <field name="user_id" string="Interviewer"/>
 282                             </group>
 283                             <group>
 284                                 <field name="date_deadline"/>
 285                                 <field name="response" readonly="1"/>
 286                                 <field name="evaluation_id" string="Appraisal Plan"/>
 287                             </group>
 288                         </group>
 289                     </sheet>
 290                 </form>
 291             </field>
 292         </record>
 293
 294         <record model="ir.ui.view" id="view_hr_evaluation_interview_tree">
 295             <field name="name">hr_evaluation.interview.tree</field>
 296             <field name="model">hr.evaluation.interview</field>
 297             <field name="type">tree</field>
 298             <field name="arch" type="xml">
 299                 <tree string="Interview Appraisal">
 300                     <field name="date_deadline" string="Deadline Date"/>
 301                     <field name="survey_id"/>
 302                     <field name="user_id" string="Interviewer"/>
 303                     <field name="user_to_review_id"/>
 304                     <field name="response" readonly="1" invisible="True"/>
 305                     <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)]}"/>
 306                     <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)]}"/>
 307                     <button name="%(mail.action_email_compose_message_wizard)d" string="Send Reminder Email" icon="terp-mail-message-new" type="action" states="waiting_answer"/>
 308                     <field name="state"/>
 309                     <button string="Send Request" name="survey_req_waiting_answer" states="draft" type="object" icon="gtk-yes" />
 310                     <button string="Done" name="survey_req_done" states="waiting_answer" type="object" icon="gtk-jump-to" />
 311                 </tree>
 312             </field>
 313         </record>
 314
 315        <record id="view_hr_evaluation_interview_search" model="ir.ui.view">
 316             <field name="name">view_hr_evaluation_interview_search</field>
 317             <field name="model">hr.evaluation.interview</field>
 318             <field name="type">search</field>
 319             <field name="arch" type="xml">
 320                 <search string="Search Appraisal">
 321                     <field name="date_deadline"/>
 322                     <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','waiting_answer')]"/>
 323                     <field name="user_to_review_id"/>
 324                     <field name="user_id" string="Interviewer"/>
 325                     <group expand="0" string="Group By...">
 326                         <filter string="Interviewer" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 327                         <filter string="Survey" icon="terp-stock_align_left_24" domain="[]" context="{'group_by':'survey_id'}"/>
 328                         <filter string="Status" name="group_state" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 329                     </group>
 330                </search>
 331             </field>
 332         </record>
 333
 334         <record id="view_evaluation_calendar" model="ir.ui.view">
 335             <field name="name">Interview Requests</field>
 336             <field name="model">hr.evaluation.interview</field>
 337             <field name="type">calendar</field>
 338             <field name="arch" type="xml">
 339                 <calendar string="Interview Request" color="user_to_review_id" date_start="date_deadline">
 340                     <field name="request_id"/>
 341                 </calendar>
 342             </field>
 343         </record>
 344
 345         <record model="ir.actions.act_window" id="action_hr_evaluation_interview_tree">
 346             <field name="name">Interview Requests</field>
 347             <field name="res_model">hr.evaluation.interview</field>
 348             <field name="view_type">form</field>
 349             <field name="view_id" eval="False"/>
 350             <field name="domain">[('is_evaluation' ,'=', True)]</field>
 351             <field name="context">{'default_is_evaluation': True, "search_default_todo":1,"search_default_user_id":uid}</field>
 352             <field name="search_view_id" ref="view_hr_evaluation_interview_search"/>
 353             <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>
 354         </record>
 355
 356         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_tree">
 357             <field name="sequence" eval="1"/>
 358             <field name="view_mode">tree</field>
 359             <field name="view_id" ref="view_hr_evaluation_interview_tree"/>
 360             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 361         </record>
 362         <record model="ir.actions.act_window.view" id="hr_evaluation_interview_form">
 363             <field name="sequence" eval="2"/>
 364             <field name="view_mode">form</field>
 365             <field name="view_id" ref="view_hr_evaluation_interview_form"/>
 366             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 367         </record>
 368         <record model="ir.actions.act_window.view" id="action_view_evaluation_calendar">
 369             <field name="sequence" eval="3"/>
 370             <field name="view_mode">calendar</field>
 371             <field name="view_id" ref="view_evaluation_calendar"/>
 372             <field name="act_window_id" ref="action_hr_evaluation_interview_tree"/>
 373         </record>
 374
 375         <menuitem name="Interview Requests" parent="menu_eval_hr" id="menu_open_hr_evaluation_interview_requests"
 376             action="action_hr_evaluation_interview_tree"/>
 377
 378       <!-- Email Compose message Action-->
 379       <act_window
 380       id="evaluation_reminders" name="Appraisal Reminders"
 381       res_model="mail.compose.message"
 382       src_model="hr.evaluation.interview"
 383       view_type="form" view_mode="form"
 384       target="new" multi="True"
 385       key2="client_action_multi"
 386       context="{'mail.compose.message.mode':'mass_mail'}"/>
 387
 388       <!-- Appraisal Interviews Button on Employee Form -->
 389       <act_window
 390       context="{'search_default_user_to_review_id': [active_id], 'default_user_to_review_id': active_id}"
 391       id="act_hr_employee_2_hr__evaluation_interview"
 392       name="Appraisal Interviews"
 393       res_model="hr.evaluation.interview"
 394       src_model="hr.employee"/>
 395
 396     </data>
 397 </openerp>