[IMP] Demo data: employee appraisal form

bzr revid: rim@openerp.com-20140121134348-fnd0g7slscuzcrls

5 files changed, 312 insertions, 12 deletions

diff --git a/addons/survey/__openerp__.py b/addons/survey/__openerp__.py
index 5edd341e458..a8880a8e896 100644
--- a/addons/survey/__openerp__.py
+++ b/addons/survey/__openerp__.py
@@ -46,8 +46,8 @@ sent mails with personal token for the invitation of the survey.
         'data/survey_cron.xml'
     ],
     'demo': ['data/survey_demo_user.xml',
-             'data/survey_demo_recruitment.xml',
-             'data/survey_demo_feedback.xml',
+             # 'data/survey_demo_recruitment.xml',
+             # 'data/survey_demo_feedback.xml',
              'data/survey_demo_appraisal.xml'],
     #'test': [
     #    'test/survey_test.py',
diff --git a/addons/survey/data/survey_demo_appraisal.xml b/addons/survey/data/survey_demo_appraisal.xml
index c29efa79123..9a38495488a 100644
--- a/addons/survey/data/survey_demo_appraisal.xml
+++ b/addons/survey/data/survey_demo_appraisal.xml
@@ -1,21 +1,321 @@
 <?xml version="1.0" encoding="utf-8"?>
 <openerp>
-    <data noupdate="1">
+    <data>
         <!-- Appraisal form -->
         <record model="survey.survey" id="appraisal_form">
-            <field name="title">Self Appraisal Form</field>
-            <field name="state">draft</field>
+            <field name="title">Employee Appraisal Form</field>
+            <field name="state">open</field>
+            <field name="date_open" eval="time.strftime('%Y-%m-%d %H:%M:%S')" />
             <field name="visible_to_user" eval="False"/>
             <field name="users_can_go_back" eval="True" />
             <field name="color" eval="4" />
-            <field name="description"> </field>
-            <field name="thank_you_message"> </field>
+            <field name="description">&lt;p&gt; &lt;/p&gt;</field>
+            <field name="thank_you_message">&lt;p&gt; &lt;/p&gt;</field>
         </record>
+        <!-- Page 1 -->
         <record model="survey.page" id="appraisal_1">
-            <field name="title">Page1</field>
+            <field name="title">Employee Appraisal Form</field>
             <field name="survey_id" ref="appraisal_form" />
             <field name="sequence">1</field>
-            <field name="description"></field>
+            <field name="description">&lt;h2&gt;Overall Purpose Of Employee Appraisal&lt;/h2&gt;
+&lt;ul&gt;&lt;li&gt;To initiate a clear and open communication of performance expectations
+&lt;li&gt;To assist employees in their professional growth, through the identification of strengths and opportunities for
+development&lt;/ul&gt;
+&lt;h2&gt;At the outset of the appraisal time period&lt;/h2&gt;
+&lt;ul&gt;&lt;li&gt;It is the joint responsibility of the employee and the supervisor (appraiser) to establish a feasible work plan for the
+coming year, including major employee responsibilities and corresponding benchmarks against which results will be
+evaluated.
+&lt;li&gt;Critical or key elements of performance and professional development needs (if any), should also be noted at this time&lt;/ul&gt;
+&lt;h2&gt;At the conclusion of the appraisal time period&lt;/h2&gt;
+&lt;ul&gt;&lt;li&gt;The employee will be responsible for completing a draft of the Appraisal Form as a tool for self-appraisal and a starting
+point for the supervisor’s evaluation. The employee can add examples of achievements for each criterion.
+Once the form had been filled, the employee send it to his supervisor.
+&lt;li&gt;It is the primary responsibility of the supervisor to gather the necessary input from the appropriate sources of feedback
+(internal and/or external customers, peers). In case of collaboration with OpenERP SA Belgium, the supervisor must
+receive completed evaluation form from the employee's Belgian project manager.
+&lt;li&gt;The supervisor synthesizes and integrates all input into the completed appraisal. He motivates his evaluation in the ad
+hoc fields.
+&lt;li&gt;The employee may choose to offer comments or explanation regarding the completed review.
+&lt;li&gt;The supervisor send the form to the HR department in India and in Belgium&lt;/ul&gt;</field>
+        </record>
+        <record model="survey.question" id="appraisal_1_1">
+            <field name="page_id" ref="appraisal_1" />
+            <field name="sequence">1</field>
+            <field name="question">Name</field>
+            <field name="type">textbox</field>
+            <field name="constr_mandatory" eval="True" />
+        </record>
+        <record model="survey.question" id="appraisal_1_2">
+            <field name="page_id" ref="appraisal_1" />
+            <field name="sequence">2</field>
+            <field name="question">Position Title</field>
+            <field name="type">textbox</field>
+            <field name="constr_mandatory" eval="True" />
+        </record>
+        <record model="survey.question" id="appraisal_1_3">
+            <field name="page_id" ref="appraisal_1" />
+            <field name="sequence">3</field>
+            <field name="question">Appraisal for Period</field>
+            <field name="type">textbox</field>
+            <field name="constr_mandatory" eval="True" />
+        </record>
+        <record model="survey.question" id="appraisal_1_4">
+            <field name="page_id" ref="appraisal_1" />
+            <field name="sequence">4</field>
+            <field name="question">Date of review</field>
+            <field name="type">textbox</field>
+            <field name="constr_mandatory" eval="True" />
+        </record>
+        <record model="survey.question" id="appraisal_1_5">
+            <field name="page_id" ref="appraisal_1" />
+            <field name="sequence">5</field>
+            <field name="question">Appraiser</field>
+            <field name="type">textbox</field>
+            <field name="constr_mandatory" eval="True" />
+        </record>
+        <!-- Page 2 -->
+        <record model="survey.page" id="appraisal_2">
+            <field name="title">Work Plan</field>
+            <field name="survey_id" ref="appraisal_form" />
+            <field name="sequence">2</field>
+            <field name="description">&lt;p&gt; &lt;/p&gt;</field>
+        </record>
+        <record model="survey.question" id="appraisal_2_1">
+            <field name="page_id" ref="appraisal_2" />
+            <field name="sequence">1</field>
+            <field name="question">Objectives</field>
+            <field name="type">free_text</field>
+            <field name="constr_mandatory" eval="True" />
+        </record>
+        <record model="survey.question" id="appraisal_2_2">
+            <field name="page_id" ref="appraisal_2" />
+            <field name="sequence">2</field>
+            <field name="question">Results</field>
+            <field name="type">free_text</field>
+            <field name="constr_mandatory" eval="True" />
+        </record>
+        <record model="survey.question" id="appraisal_2_3">
+            <field name="page_id" ref="appraisal_2" />
+            <field name="sequence">3</field>
+            <field name="question">Additional Comments</field>
+            <field name="type">free_text</field>
+        </record>
+        <!-- Page 3 -->
+        <record model="survey.page" id="appraisal_3">
+            <field name="title">Employee Performance in Key Areas</field>
+            <field name="survey_id" ref="appraisal_form" />
+            <field name="sequence">3</field>
+            <field name="description">The appraiser should rate the employee’s major work accomplishments and performance according to the metric provided
+below:&lt;ol&gt;
+&lt;li&gt; Significantly exceeds standards and expectations required of the position
+&lt;li&gt; Exceeds standards and expectations
+&lt;li&gt; Meet standards and expectations
+&lt;li&gt; Did not meet standards and expectations
+&lt;li&gt; Significantly below standards and expectations&lt;/ol&gt;</field>
+        </record>
+        <record model="survey.question" id="appraisal_3_1">
+            <field name="page_id" ref="appraisal_3" />
+            <field name="sequence">1</field>
+            <field name="question">Subject</field>
+            <field name="type">matrix</field>
+            <field name="matrix_subtype">simple</field>
+            <field name="constr_mandatory" eval="True" />
+            <field name="constr_type">all</field>
+        </record>
+                <record model="survey.label" id="col_3_1_1">
+                    <field name="question_id" ref="appraisal_3_1"/>
+                    <field name="sequence">1</field>
+                    <field name="value">1</field>
+                </record>
+                <record model="survey.label" id="col_3_1_2">
+                    <field name="question_id" ref="appraisal_3_1"/>
+                    <field name="sequence">2</field>
+                    <field name="value">2</field>
+                </record>
+                <record model="survey.label" id="col_3_1_3">
+                    <field name="question_id" ref="appraisal_3_1"/>
+                    <field name="sequence">3</field>
+                    <field name="value">3</field>
+                </record>
+                <record model="survey.label" id="col_3_1_4">
+                    <field name="question_id" ref="appraisal_3_1"/>
+                    <field name="sequence">4</field>
+                    <field name="value">4</field>
+                </record>
+                <record model="survey.label" id="col_3_1_5">
+                    <field name="question_id" ref="appraisal_3_1"/>
+                    <field name="sequence">5</field>
+                    <field name="value">5</field>
+                </record>
+                <record model="survey.label" id="row_3_1_1">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">1</field>
+                    <field name="value">Ability to cope with multidisciplinarity of team</field>
+                </record>
+                <record model="survey.label" id="row_3_1_2">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">2</field>
+                    <field name="value">Enthusiasm &amp; implication toward projects/assignments</field>
+                </record>
+                <record model="survey.label" id="row_3_1_3">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">3</field>
+                    <field name="value">Compliance to internal rules and processes (timesheets completion, etc.)</field>
+                </record>
+                <record model="survey.label" id="row_3_1_4">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">4</field>
+                    <field name="value">Team spirit: ability to work efficiently with peers, manage the conflicts with diplomacy</field>
+                </record>
+                <record model="survey.label" id="row_3_1_5">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">5</field>
+                    <field name="value">Initiative and self autonomy</field>
+                </record>
+                <record model="survey.label" id="row_3_1_6">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">6</field>
+                    <field name="value">Ability to follow and complete work as instructed</field>
+                </record>
+                <record model="survey.label" id="row_3_1_7">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">7</field>
+                    <field name="value">Decision making</field>
+                </record>
+                <record model="survey.label" id="row_3_1_8">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">8</field>
+                    <field name="value">Customer commitment</field>
+                </record>
+                <record model="survey.label" id="row_3_1_9">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">9</field>
+                    <field name="value">Communication skills (written &amp; verbally): clearness, concision, exactitude</field>
+                </record>
+                <record model="survey.label" id="row_3_1_10">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">10</field>
+                    <field name="value">Technical skills regarding to the job requirements</field>
+                </record>
+                <record model="survey.label" id="row_3_1_11">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">11</field>
+                    <field name="value">Analytical and synthetic mind</field>
+                </record>
+                <record model="survey.label" id="row_3_1_12">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">12</field>
+                    <field name="value">Promptness and attendance record</field>
+                </record>
+                <record model="survey.label" id="row_3_1_13">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">13</field>
+                    <field name="value">Adaptability: Ability to adapt oneself to organizational changes while keeping efficiency</field>
+                </record>
+                <record model="survey.label" id="row_3_1_14">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">14</field>
+                    <field name="value">Creativity and forward looking aptitude</field>
+                </record>
+                <record model="survey.label" id="row_3_1_15">
+                    <field name="question_id_2" ref="appraisal_3_1"/>
+                    <field name="sequence">15</field>
+                    <field name="value">Time management: projects/tasks are completed on time</field>
+                </record>
+        <record model="survey.question" id="appraisal_3_2">
+            <field name="page_id" ref="appraisal_3" />
+            <field name="sequence">2</field>
+            <field name="question">Supervisors only</field>
+            <field name="type">matrix</field>
+            <field name="matrix_subtype">simple</field>
+        </record>
+                <record model="survey.label" id="col_3_2_1">
+                    <field name="question_id" ref="appraisal_3_2"/>
+                    <field name="sequence">1</field>
+                    <field name="value">1</field>
+                </record>
+                <record model="survey.label" id="col_3_2_2">
+                    <field name="question_id" ref="appraisal_3_2"/>
+                    <field name="sequence">2</field>
+                    <field name="value">2</field>
+                </record>
+                <record model="survey.label" id="col_3_2_3">
+                    <field name="question_id" ref="appraisal_3_2"/>
+                    <field name="sequence">3</field>
+                    <field name="value">3</field>
+                </record>
+                <record model="survey.label" id="col_3_2_4">
+                    <field name="question_id" ref="appraisal_3_2"/>
+                    <field name="sequence">4</field>
+                    <field name="value">4</field>
+                </record>
+                <record model="survey.label" id="col_3_2_5">
+                    <field name="question_id" ref="appraisal_3_2"/>
+                    <field name="sequence">5</field>
+                    <field name="value">5</field>
+                </record>
+                <record model="survey.label" id="row_3_2_1">
+                    <field name="question_id_2" ref="appraisal_3_2"/>
+                    <field name="sequence">1</field>
+                    <field name="value">Results of the bottom-up survey and mitigation actions to face technical, organizational, structural and/or relational issues</field>
+                </record>
+                <record model="survey.label" id="row_3_2_2">
+                    <field name="question_id_2" ref="appraisal_3_2"/>
+                    <field name="sequence">2</field>
+                    <field name="value">Delegation: Ability to efficiently assign tasks to other people</field>
+                </record>
+                <record model="survey.label" id="row_3_2_3">
+                    <field name="question_id_2" ref="appraisal_3_2"/>
+                    <field name="sequence">3</field>
+                    <field name="value">Leadership: create a challenging and motivating work environment aligned with the company's strategy</field>
+                </record>
+                <record model="survey.label" id="row_3_2_4">
+                    <field name="question_id_2" ref="appraisal_3_2"/>
+                    <field name="sequence">4</field>
+                    <field name="value">Leadership: sustain subordinates in their professional growth</field>
+                </record>
+                <record model="survey.label" id="row_3_2_5">
+                    <field name="question_id_2" ref="appraisal_3_2"/>
+                    <field name="sequence">5</field>
+                    <field name="value">Ability to manage planning resources, risks, budgets and deadlines</field>
+                </record>
+        <!-- Page 4 -->
+        <record model="survey.page" id="appraisal_4">
+            <field name="title">Professional Development and Performance Plan</field>
+            <field name="survey_id" ref="appraisal_form" />
+            <field name="sequence">4</field>
+            <field name="description">&lt;p&gt;Identify professional, performance, or project objectives you recommend for employee’s continued career development
+over the coming year.&lt;/p&gt;</field>
+        </record>
+        <record model="survey.question" id="appraisal_4_1">
+            <field name="page_id" ref="appraisal_4" />
+            <field name="sequence">1</field>
+            <field name="question">Professional Development Objectives</field>
+            <field name="type">free_text</field>
+        </record>
+        <record model="survey.question" id="appraisal_4_2">
+            <field name="page_id" ref="appraisal_4" />
+            <field name="sequence">2</field>
+            <field name="question">Personal Performance Objectives</field>
+            <field name="type">free_text</field>
+        </record>
+        <record model="survey.question" id="appraisal_4_3">
+            <field name="page_id" ref="appraisal_4" />
+            <field name="sequence">3</field>
+            <field name="question">Project Objectives</field>
+            <field name="type">free_text</field>
+        </record>
+        <!-- Page 5 -->
+        <record model="survey.page" id="appraisal_5">
+            <field name="title">Employee Comments</field>
+            <field name="survey_id" ref="appraisal_form" />
+            <field name="sequence">4</field>
+        </record>
+        <record model="survey.question" id="appraisal_5_1">
+            <field name="page_id" ref="appraisal_5" />
+            <field name="sequence">1</field>
+            <field name="question">Use the following space to make any comments regarding the above performance evaluation.</field>
+            <field name="type">free_text</field>
         </record>
     </data>
 </openerp>
diff --git a/addons/survey/data/survey_demo_feedback.xml b/addons/survey/data/survey_demo_feedback.xml
index 9cbff17c3c7..af98a3fe9d3 100644
--- a/addons/survey/data/survey_demo_feedback.xml
+++ b/addons/survey/data/survey_demo_feedback.xml
@@ -1,6 +1,6 @@
 <?xml version="1.0" encoding="utf-8"?>
 <openerp>
-    <data noupdate="1">
+    <data>
         <!-- User Feedback Form -->
         <record model="survey.survey" id="feedback_form">
             <field name="title">User Feedback Form</field>
diff --git a/addons/survey/data/survey_demo_recruitment.xml b/addons/survey/data/survey_demo_recruitment.xml
index f607978ce15..0cf3de36dc8 100644
--- a/addons/survey/data/survey_demo_recruitment.xml
+++ b/addons/survey/data/survey_demo_recruitment.xml
@@ -1,6 +1,6 @@
 <?xml version="1.0" encoding="utf-8"?>
 <openerp>
-    <data noupdate="1">
+    <data>
         <!-- Recruitment Form -->
         <record model="survey.survey" id="recruitment_form">
             <field name="title">Recruitment Form</field>
diff --git a/addons/survey/data/survey_demo_user.xml b/addons/survey/data/survey_demo_user.xml
index 26a60c8b2c5..4a73ab8cd3e 100644
--- a/addons/survey/data/survey_demo_user.xml
+++ b/addons/survey/data/survey_demo_user.xml
@@ -1,6 +1,6 @@
 <?xml version="1.0" encoding="utf-8"?>
 <openerp>
-    <data noupdate="1">
+    <data>
         <!-- Grant survey permissions to demo user -->
         <record id="base.user_demo" model="res.users">
             <field eval="[(4, ref('base.group_survey_manager'))]" name="groups_id"/>