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