diff --git a/employee_bonus_manager/README.rst b/employee_bonus_manager/README.rst new file mode 100644 index 000000000..18f7c0e10 --- /dev/null +++ b/employee_bonus_manager/README.rst @@ -0,0 +1,50 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + + +Employee Bonus +============== +This module will help you in managing employee bonus. + +Configuration +============= +* Add users to the three user groups + - User: can create and confirm the bonus request + - Department Head: can approve the bonus request of users + - Manager(HR Manager): can do the final approval + +License +------- +Affero General Public License v3.0 (AGPL v3) +(http://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +Developer : (V16) Amaya Aravind @ Cybrosys + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/employee_bonus_manager/__init__.py b/employee_bonus_manager/__init__.py new file mode 100644 index 000000000..b01f2341d --- /dev/null +++ b/employee_bonus_manager/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Amaya Aravind (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from . import models diff --git a/employee_bonus_manager/__manifest__.py b/employee_bonus_manager/__manifest__.py new file mode 100644 index 000000000..6f6283eae --- /dev/null +++ b/employee_bonus_manager/__manifest__.py @@ -0,0 +1,48 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Amaya Aravind (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +{ + 'name': 'Employee Bonus', + 'version': '16.0.1.0.0', + 'category': 'Human Resources', + 'summary': 'This module will help you in managing the employee bonus.', + 'description': """This module helps to manage the bonus for employees , the + user can create the bonus request for the employees.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': "https://www.cybrosys.com", + 'depends': ['base', 'hr'], + 'data': [ + 'security/employee_bonus_manager_groups.xml', + 'security/bonus_request_security.xml', + 'security/ir.model.access.csv', + 'data/ir_sequence_data.xml', + 'views/bonus_request_views.xml', + 'views/bonus_reason_views.xml', + 'views/employee_bonus_manager_menus.xml' + ], + 'images': ['static/description/banner.png'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': True +} diff --git a/employee_bonus_manager/data/ir_sequence_data.xml b/employee_bonus_manager/data/ir_sequence_data.xml new file mode 100644 index 000000000..5882e9471 --- /dev/null +++ b/employee_bonus_manager/data/ir_sequence_data.xml @@ -0,0 +1,11 @@ + + + + + Bonus Request Sequence + bonus.request + BR/ + 4 + + + diff --git a/employee_bonus_manager/doc/RELEASE_NOTES.md b/employee_bonus_manager/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..17ade27bd --- /dev/null +++ b/employee_bonus_manager/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 17.05.2023 +#### Version 16.0.1.0.0 +#### ADD + +Initial Commit for Employee Bonus diff --git a/employee_bonus_manager/models/__init__.py b/employee_bonus_manager/models/__init__.py new file mode 100644 index 000000000..3b55cac74 --- /dev/null +++ b/employee_bonus_manager/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Amaya Aravind (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from . import bonus_reason +from . import bonus_request diff --git a/employee_bonus_manager/models/bonus_reason.py b/employee_bonus_manager/models/bonus_reason.py new file mode 100644 index 000000000..059ac5efe --- /dev/null +++ b/employee_bonus_manager/models/bonus_reason.py @@ -0,0 +1,31 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Amaya Aravind (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from odoo import fields, models + + +class BonusReason(models.Model): + """ This class is used to create the bonus reasons. """ + _name = "bonus.reason" + _description = 'Bonus Reasons' + + name = fields.Char(string='Reason', required=True, + help='Reason to be added for the bonus requests.') diff --git a/employee_bonus_manager/models/bonus_request.py b/employee_bonus_manager/models/bonus_request.py new file mode 100644 index 000000000..01fc757d7 --- /dev/null +++ b/employee_bonus_manager/models/bonus_request.py @@ -0,0 +1,171 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Amaya Aravind (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from odoo import api, fields, models + + +class BonusRequest(models.Model): + """ + This class is created for model bonus.request. It contains fields and + functions for the model. + Methods: + create(self, vals): + override create function for generating sequence number for the new + records of the model. + action_confirm(self): + actions to perform when clicking on the 'Confirm' button. + action_department_approve(self): + actions to perform when clicking on the 'Approve by Department' + button. + action_manager_approve(self): + actions to perform when clicking on the 'Approve by Manager' + button. + action_reject(self): + actions to perform when clicking on the 'Reject' button. + action_reset_to_draft(self): + actions to perform when clicking on the 'Reset to Draft' button. + """ + _name = 'bonus.request' + _description = 'Bonus Request' + _inherit = 'mail.thread' + _rec_name = 'reference_no' + + reference_no = fields.Char(string='Reference Number', copy=False, + help='Sequence number for the bonus request.') + state = fields.Selection( + [('draft', 'Draft'), ('confirmed', 'Confirmed'), + ('department_approved', 'Department Approved'), + ('manager_approved', 'Manager Approved'), ('rejected', 'Rejected')], + string='State', default='draft', copy=False, tracking=True, + help='State of the bonus request.') + employee_id = fields.Many2one( + 'hr.employee', string='Employee', required=True, tracking=True, + help='The bonus will be given to this employee') + user_id = fields.Many2one( + 'res.users', string='User', related='employee_id.user_id', + help='The user of the employee(If any)') + department_id = fields.Many2one('hr.department', string='Department', + related='employee_id.department_id', + help='The department of the employee.') + job_id = fields.Many2one( + 'hr.job', string='Job', related='employee_id.job_id', + help='Job of the employee') + bonus_reason_id = fields.Many2one( + 'bonus.reason', string='Bonus Reason', required=True, + help='Reason for providing the Bonus.') + confirmed_user_id = fields.Many2one( + 'res.users', string='Confirmed by', readonly=True, copy=False, + help='This field will record the name of the person who confirmed ' + 'the bonus request.') + confirmed_date = fields.Date( + string='Confirmed Date', readonly=True, copy=False, tracking=True, + help='Confirmed date of bonus request') + bonus_amount = fields.Float(string='Bonus Amount', tracking=True, + help='This amount will be given as the bonus.') + currency_id = fields.Many2one( + 'res.currency', string='Company Currency', required=True, + readonly=True, + default=lambda self: self.env.user.company_id.currency_id, + help='Company Currency') + company_id = fields.Many2one( + 'res.company', string='Company', readonly=True, + default=lambda self: self.env.company, help='Company of the user.') + department_approved_date = fields.Date( + string='Department Approved Date', readonly=True, copy=False, + help='Date on which the bonus request is approved by the Department.') + manager_approved_date = fields.Date( + string='Manager Approved Date', readonly=True, copy=False, + help='Date on which the bonus request is approved by the Manager.') + department_manager_id = fields.Many2one( + 'res.users', string='Department Manager', readonly=True, copy=False, + help='Name of the Department Head, who approved the bonus request.') + hr_manager_id = fields.Many2one( + 'res.users', string='Manager', readonly=True, copy=False, + help='Name of the Manager, who approved the bonus request.') + + @api.model + def create(self, vals): + """ Override the create function for creating new sequence number. + Args: + vals (dict): values for creating new records. + Returns: + models.Model: the created records of 'bonus.request'. + """ + if vals.get('reference_no', 'New') == 'New': + vals['reference_no'] = self.env['ir.sequence'].next_by_code( + 'bonus.request') or 'New' + res = super(BonusRequest, self).create(vals) + return res + + def action_confirm(self): + """ + Function for the 'Confirm' button to change the state to 'confirmed', + and update the confirmed user and date. + """ + self.write({ + 'state': 'confirmed', + 'confirmed_user_id': self._uid, + 'confirmed_date': fields.Datetime.today() + }) + + def action_department_approve(self): + """ + Function for the 'Approve by Department' button to change the state to + 'department_approved', and update the department manager and approved + time. + """ + self.write({ + 'state': 'department_approved', + 'department_manager_id': self._uid, + 'department_approved_date': fields.Datetime.today() + }) + + def action_manager_approve(self): + """ + Function for the 'Approve by Manager' button to change the state to + 'manager_approved', and update the HR manager and approved date & time. + """ + self.write({ + 'state': 'manager_approved', + 'hr_manager_id': self._uid, + 'manager_approved_date': fields.Datetime.today() + }) + + def action_reject(self): + """ + Function for the 'Reject' button to change the state to 'rejected'. + """ + self.state = 'rejected' + + def action_reset_to_draft(self): + """ + Function for the 'Reset to Draft' button to change the state to 'draft' + and reset the fields which are to be updated on changing the states. + """ + self.write({ + 'state': 'draft', + 'confirmed_user_id': False, + 'confirmed_date': False, + 'department_manager_id': False, + 'department_approved_date': False, + 'hr_manager_id': False, + 'manager_approved_date': False + }) diff --git a/employee_bonus_manager/security/bonus_request_security.xml b/employee_bonus_manager/security/bonus_request_security.xml new file mode 100644 index 000000000..77cbb898a --- /dev/null +++ b/employee_bonus_manager/security/bonus_request_security.xml @@ -0,0 +1,24 @@ + + + + + + Bonus Request multi company rule + + ['|', ('company_id', '=', False), ('company_id', 'in', company_ids)] + + + + Bonus Request: Own Records + + [('user_id', '=', user.id)] + + + + + Bonus Request-Department: All records + + [(1, '=', 1)] + + + \ No newline at end of file diff --git a/employee_bonus_manager/security/employee_bonus_manager_groups.xml b/employee_bonus_manager/security/employee_bonus_manager_groups.xml new file mode 100644 index 000000000..ee31682aa --- /dev/null +++ b/employee_bonus_manager/security/employee_bonus_manager_groups.xml @@ -0,0 +1,28 @@ + + + + + Employee Bonus + Access for Employee Bonus module + 50 + + + + User + + + + Department Head + + + + + Manager + + + + + + + + diff --git a/employee_bonus_manager/security/ir.model.access.csv b/employee_bonus_manager/security/ir.model.access.csv new file mode 100644 index 000000000..3750bb1bc --- /dev/null +++ b/employee_bonus_manager/security/ir.model.access.csv @@ -0,0 +1,7 @@ +id,name,model_id/id,group_id/id,perm_read,perm_write,perm_create,perm_unlink +access_bonus_request_user,access.bonus.request.user,model_bonus_request,employee_bonus_manager_user,1,1,1,0 +access_bonus_request_department,access.bonus.request.department,model_bonus_request,employee_bonus_manager_department,1,1,1,0 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+ +
+ +
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+ Community +
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+ Enterprise +
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+ Odoo.sh +
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Employee Bonus

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This module will help to manage the bonuses of the employees.

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Explore This Module

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Overview

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This module crafted by Cybrosys Technologies provides an option to manage the bonuses + of the employees. The user, department head, or managers can create the bonus request for the employees. + The bonus will be approved after the two level approval of the managers. +
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Features

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+ + Easy to manage Employee Bonus. +
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+ + Three user groups - User, Department Head and Manager. +
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+ + User can create the bonus request for the employees. +
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+ + Department head and Manager can approve or reject the requests.. +
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+ + Easy to use. +
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Screenshots

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There will be three user groups. +

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User.

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Department Head.

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Manager.

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Separate menu for bonus reasons. Here, you can create bonus reasons which has to be + provided when creating the bonus request. +

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The user can create and confirm bonus requests for the employees. +

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Once it is confirmed, the state will be changed to Confirmed and, the name of the + confirmed person and confirmed date will be recorded. Next, it has to be approved by the department head/ manager. +

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The department head/ manager can approve or reject the request. +

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If rejected, it will go to the Rejected state. And if needed, it can be reset to the Draft state. +

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Once the request is approved by the department head, it will move on to the Department Approved state. + The name of the department head/ manager and approved date will be recorded. Next, it has to be approved by the manager. +

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The manager can approve(final approval) or reject the request. +

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Once the request is approved by the manager, it will move to the Manager Approved state. + The name of the manager and approved date will be recorded. The changes will also be visible in the chatter. +

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Separate menus will be available for viewing all bonus requests and, the requests to be approved by the department and the manager. + The users can see only the All Requests menu and view their own requests. For the department heads, only the All Requests menu and the menu for + Department approval will be visible. The managers have access to all menus. Both the department heads and the managers can see all the bonus requests. +

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Department Approval menu will display all the confirmed bonus requests which are ready for the Department approval. +

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Manager Approval menu will display all the confirmed bonus requests which are ready for the Manager approval. +

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Related Products

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Our Services

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Our Industries

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Plan, track and schedule your operations

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Keep track of services and invoice

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Run your bar or restaurant methodically

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An all-inclusive hotel management application

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Support

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Need Help?

+

Got questions or need help? Get in touch.

+ +

odoo@cybrosys.com

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WhatsApp

+

Say hi to us on WhatsApp!

+ +

+91 86068 27707

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+ \ No newline at end of file diff --git a/employee_bonus_manager/views/bonus_reason_views.xml b/employee_bonus_manager/views/bonus_reason_views.xml new file mode 100644 index 000000000..1190a7f54 --- /dev/null +++ b/employee_bonus_manager/views/bonus_reason_views.xml @@ -0,0 +1,41 @@ + + + + + bonus.reason.view.tree + bonus.reason + + + + + + + + + bonus.reason.view.form + bonus.reason + +
+ +
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+ + + Bonus Reasons + bonus.reason + + +

+ Add new bonus reasons +

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diff --git a/employee_bonus_manager/views/bonus_request_views.xml b/employee_bonus_manager/views/bonus_request_views.xml new file mode 100644 index 000000000..f61ba36d4 --- /dev/null +++ b/employee_bonus_manager/views/bonus_request_views.xml @@ -0,0 +1,282 @@ + + + + + bonus.request.view.form + bonus.request + +
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+ +

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+ +

+ + + + + + + + + + + + + + + + + + + + + + + + + + + + +
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+ + + bonus.request.view.tree + bonus.request + + + + + + + + + + + + + + + + + + + + + + + bonus.request.view.kanban + bonus.request + + + + + + + + + + + + + + + + + + +
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+ + + bonus.request.view.graph + bonus.request + + + + + + + + + + bonus.request.view.pivot + bonus.request + + + + + + + + + + bonus.request.view.calendar + bonus.request + + + + + + + + + + + + + + + + + + + + + bonus.request.view.search + bonus.request + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Bonus Requests + bonus.request + tree,kanban,graph,pivot,calendar,form + + +

+ Create new bonus request +

+
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+ + + Department Approval + ir.actions.act_window + bonus.request + tree,kanban,graph,pivot,calendar,form + {'create': False} + [('state','=','confirmed')] + + +

+ No requests found for department approval +

+
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+ + + Manager Approval + ir.actions.act_window + bonus.request + tree,kanban,graph,pivot,calendar,form + {'create': False} + [('state','=','department_approved')] + + +

+ No requests found for Manager approval +

+
+
+
diff --git a/employee_bonus_manager/views/employee_bonus_manager_menus.xml b/employee_bonus_manager/views/employee_bonus_manager_menus.xml new file mode 100644 index 000000000..c5ebcc432 --- /dev/null +++ b/employee_bonus_manager/views/employee_bonus_manager_menus.xml @@ -0,0 +1,27 @@ + + + + + + + + + + + + +