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Glossary
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########
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.. glossary::
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Actions
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An *action* is a function which is triggered by a user intervention.
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*Actions* are called from activating menu items or pushing buttons.
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Actions often provide :term:`wizards`.
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Board
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The *board* is a type of :term:`views` able to handle other views. This
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view type is not documented or not used for now.
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Character Encoding
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See [WP-ENCOD]_
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CSV
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File format for Comma Separated Values. See [WP-CSV]_
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Data
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*Data* means information content produced by users.
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Dialog
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A *dialog* is a :term:`popup` window, which overlays other windows and
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request user interaction. *Dialogs* are used to set up special
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:term:`actions`.
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Fields
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*Fields* are attributes of a *data object*. *Fields* are
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represented as table fields in relational databases.
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Form View
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The *form* is a mode of :term:`views`, which displays single
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:term:`records` of data.
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Form
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The *form* is the general type of :term:`views` used in Tryton. The
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*form* provides several modes for presenting :term:`data`:
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* :term:`Form View`
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* :term:`Tree View`
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* :term:`Graph View`
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Graph View
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*Graph view* is a mode of :term:`views` to show sets of data in a
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diagram. *Graph views* can be pie-charts or bar-charts.
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Main Frame
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The *main frame* is a huge part arranged in the center of the
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:term:`Tryton client`. *Using the Tryton client* means mainly using the
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*main frame* part. It contains :term:`tabs` to organize and to show
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different :term:`views`.
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Model
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A *model* describes how data is represented and accessed. Models
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formally define records and relationships for a certain domain
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of interest.
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Modules
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*Modules* are enclosed file packages for the :term:`Tryton server`. A
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*Module* defines the :term:`Model`, the presentation of the
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information (:term:`views`), functions, :term:`actions` and default
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presets. Additionally *modules* may provide standardized data like ISO
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names for countries. *Modules* in Tryton are build up generically. That
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is, they are constructed as simple as possible to provide the
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desired functionality.
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Plugins
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A *plugin* is an add-on module for the :term:`Tryton client`.
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Popup
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A small window which pops up the main window.
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Records
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A *record* is a singular dataset in a :term:`Model`. *Records* are
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represented as lines or *records* in a relational database table.
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Tabs
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*Tabs* are :term:`widgets` to arrange different contents side by side.
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They are used to switch quickly between different domains of interest.
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Tryton uses *tabs* in two layer:
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* A tabbed :term:`Main Frame`.
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* Tabs inside :term:`Views`.
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The main frame consists of *tabs* that embed the main menu and all views
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to an appropriate :term:`model`. The other type of *tabs* is used
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inside of :term:`views` to split them into visual domains of the same
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model. These *tabs* are used for structuring contents of one model to
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different sub headings.
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Three-Tiers
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A *three-tiers* application framework like Tryton, is build up of three
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different software components:
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1. The storage or data tier.
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2. The logic or application tier.
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3. The presentation tier.
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The storage tier in the Tryton framework is provided by the PostgreSQL
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database engine. The application logic tier is provided by
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:term:`Tryton server` and its :term:`modules`. The presentation tier is
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mainly provided by the :term:`Tryton client`. In a *three tiers*
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framework, the presentation tier (client) never connects directly to the
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storage tier. All communication is controlled by the application tier.
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Tree View
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*Tree view* is a mode of :term:`views` showing sets of :term:`data`.
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*Tree views* can be flat lists or tables as well as tree-like nested
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lists.
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Tryton Server
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The *Tryton server* is the application or logic tier in the
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:term:`three-tiers` application platform *Tryton*. The *Tryton server*
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connects the underlying application logic of the different
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:term:`modules` with corresponding database records. The
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*Tryton server* provides different interfaces to present the
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generated information:
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* :term:`Tryton client`: (graphical user interface GUI)
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* XMLRPC see [WP-XMLRPC]_
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* WebDAV see [WP-WebDAV]_
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* OpenOffice
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Tryton Client
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The *Tryton client* application is the graphical user interface (GUI)
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of the :term:`Tryton server`.
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Views
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A *view* is the visual presentation of :term:`data`.
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*Views* resides inside :term:`tabs` in the :term:`main frame` of the
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:term:`Tryton client`. There are two general types of *views* in Tryton:
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1. :term:`Form`
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2. :term:`Board`
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Each of the view types has different modes to show data. *Views*
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are built of several :term:`widgets` and provide often additional
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:term:`actions`. It is also possible to present the same data in
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different view modes alternately.
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Widgets
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A *Widget* is a visual element of a graphical user interface (GUI). Some
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*Widgets* solely show informations, others allow manipulation from user
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side. Example *Widgets* are buttons, check-boxes, entry-boxes, selection
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lists, tables, lists, trees, ...
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Wizards
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*Wizards* define stateful sequences of interaction to proceed
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complex :term:`actions`. A *wizard* divides the complexity of some actions
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into several user guided steps.
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References
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**********
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.. [WP-XMLRPC] http://en.wikipedia.org/wiki/Xmlrpc
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.. [WP-WebDAV] http://en.wikipedia.org/wiki/Webdav
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.. [WP-CSV] http://en.wikipedia.org/wiki/Comma-separated_values
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.. [WP-ENCOD] http://en.wikipedia.org/wiki/Character_encoding
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:Authors:
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Udo Spallek, Cédric Krier, Bertrand Chenal, Anne Krings
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Regular → Executable
+4
-5
@@ -12,11 +12,10 @@ Contents:
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introduction
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installation
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databases
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options
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preferences
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forms
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plugins
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usage
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glossary
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Indices and tables
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##################
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@@ -2,7 +2,7 @@ Introduction
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############
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Tryton is a three-tiers high-level general purpose application platform
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written in Python and use Postgresql as database engine.
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written in Python and uses PostgreSQL as database engine.
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It is the core base of an Open Source ERP.
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Client Usage
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############
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This document is the reference about the concepts of the graphical user
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interface (also known as *Tryton client* ) in the Tryton application framework.
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Name
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****
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tryton - Graphical user client of the Tryton application framework
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Synopsis
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********
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::
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tryton [options]
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After start up, there raises the `login dialog`__ and optionally a
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`tips dialog`__.
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__ Menu-File-Connect_
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__ Menu-Help-Tips_
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Options
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*******
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--version Show program version number and exit
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-h, --help Show help message and exit
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-c FILE, --config=FILE Specify alternate `configuration file`_
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-v, --verbose Enable basic debugging
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-l LOG_LEVEL, --log-level=LOG_LEVEL Specify the log level: INFO, DEBUG,
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WARNING, ERROR, CRITICAL
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-u LOGIN, --user=LOGIN Specify the login user
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-p PORT, --port=PORT Specify the server port
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-s SERVER, --server=SERVER Specify the server hostname
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Overview
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********
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The following schematic illustration of the Tryton client shows the names of
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all important visual parts.
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Figure: Tryton client application::
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Client Window _______________________________________________________
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| Tryton _ o x|
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|-------------------------------------------------------|
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Menu bar | File User Form Options Plugins Shortcuts Help |
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|_______________________________________________________|
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| |
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Tool bar | New Save | Delete | Find Previous Next Switch v |
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|-------------------------------------------------------|
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| ______ |
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Tab bar | [Menu] |[Tab1]| [Tab2] ... |
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|---------| | -------------------------------------|
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| .------- ------------------------------------. |
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| | | |
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| | | |
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| | | |
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| | | |
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| | | |
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View | | | |
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| | | |
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| | | |
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| | | |
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| | | |
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| | | |
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| |___________________________________________________| |
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View Status line | | Record 1/2 - Editi... | |
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| |___________________________________________________| |
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|_______________________________________________________|
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Client Status line | user@localh... user Requests [] []|
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|_______________________________________________________|
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:TODO: Find a way for translatable illustrations, since SVG is not supported
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by many browsers...
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Menu Bar
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^^^^^^^^
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The menu bar is the main control unit. It provides most of the functionalities
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of the client application. The menu bar is grouped into categories. It is
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controlled with mouse or keyboard. The `menu bar items`_ are explained later.
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Mouse and Keyboard use
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++++++++++++++++++++++
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Most functions of the Tryton client can be used with mouse or keyboard.
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`Key bindings`__ for all menu items are preset. Furthermore all key bindings
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are manually configurable. To change the binding of a menu item the user needs
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to put the cursor onto it and simply press the user defined key combination.
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Usually key bindings are composed with modifier keys.
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__ Menu-Help-Keyboard_Shortcuts_
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Additionally the menu bar items are accessible with the *Alt* or *Option* key.
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The user needs to hold the *Alt* or *Option* key followed by the underlined
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character of the menu bar item to choose. To dive into deeper menu levels,
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he needs to release the *Alt* or *Option* key and to simply press the
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underlined letter of the sub menu item.
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.. Warning:: Beware to hold the *Alt* or *Option* key on diving into sub menus.
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It will actually change the key binding for this menu item!
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The second mouse button (usually right mouse button) provides an additional
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contextual menu for some views and fields. In this context menu the user finds
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:term:`actions` to copy and paste contents or setting up default values or
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selections for several fields.
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Drag and drop is provided for arranging tabs.
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Tool Bar
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^^^^^^^^
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The tool bar contains some often used menu functions mapped to icons.
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:TODO: Create a menu item for attachments and move the following paragraph
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to the menu item
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In addition to the menu bar the tool bar contains a button called
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*Attachment*. The attachment item handles the document management system of
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Tryton which is able to attach files to an arbitrary :term:`model`. The button
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has two functions. It is showing how many attachments are linked to the
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current view. On click it opens the attachment :term:`dialog`. This dialog
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has the following layout:
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* Preview: Show a preview picture of the selected attachment
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* Description: Show and edit free text description for the selected attachment
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* Attachment list: Show and select all attachments for the given resource
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* Actions:
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- Save Text: Save the description text to the selected attachment.
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- Add File...: Add a file as attachment. A file dialog opens.
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- Add Link...: Add a link to a file as attachment. A file dialog opens.
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- Save as...: Save the selected attachment to the local file system.
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- Delete...: Delete the selected attachment.
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- Close
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Tabbed Main Frame
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^^^^^^^^^^^^^^^^^
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This part of the client contains all the related contents and
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functions provided by the :term:`Tryton server` :term:`modules`.
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All aspects inside the *main frame* depend at least on the individual set
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of installed modules.
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The main frame provides a `tabbed document interface`__ to arrange different
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views side by side. New :term:`tabs` are opened by special :term:`actions`,
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like choosing a menu item or clicking some action buttons. All tabs include
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titles which show the name of the provided view.
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__ TDI_
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.. _TDI: http://en.wikipedia.org/wiki/Tabbed_document_interface
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.. Note:: Inside :term:`views` there could be tabs, too.
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Main Menu
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+++++++++
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The first left tab contains the *main menu* (... not to mix up with
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the menu bar!). The *main menu* does not contain fixed menu items.
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All of them are dynamically provided by the actual set of the installed
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:term:`modules` depending on the access rules of the current user. If a menu
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item is clicked, the appropriate action will open in a new tab. As the figure
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below illustrates, the *main menu* is split up in three frames.
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The upper left frame contains the first or top level entries of the *main
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menu*. Standard top level entries are 'Administration' and 'Tryton'.
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.. note:: The *administration* menu will be explained in the modules
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documentation for the 'IR' module, the *information repository*.
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The top level entry 'Tryton' connects to the website of the Tryton project.
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The right frame is showing a :term:`tree view` substructure of menu *items*
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and *headings*. With the arrow keys it is possible to navigate inside the menu.
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By pressing *Enter* or double-clicking onto the menu item the appropriate
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:term:`views` opens. Using left and right arrow to expand or contract sub
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items of a heading.
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Figure: Main Menu Tab::
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________________________________________________________
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| Tryton _ o x|
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|--------------------------------------------------------|
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| File User Form Options Plugins Shortcuts Help |
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|________________________________________________________|
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| |
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| New Save | Delete | Find Previous Next Switch v |
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|________________________________________________________|
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| ______ |
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| |[Menu]| [Tab1] [Tab2] ... |
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|--| | ---------------------------------------------|
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| | -------------.------------------------------. |
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| | Top Level Entry 1 | Menu | | |
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| | Top Level Entry 2 |---------------------+--------| |
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| | ... | Item 1 | | |
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| | Administration | Item 2 | | |
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| | Tryton | > Heading | | |
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| |____________________| Sub Item 1 | | |
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| | Shortcuts [+][-]| Sub Item 2 | | |
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| |--------------------| > Sub Heading | | |
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| | Sub Item 2 | Sub Sub ... | | |
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| | | | | |
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| | | | | |
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| |____________________|_____________________|________| |
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| | Record 1/2 - Editi... | |
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| |___________________________________________________| |
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|________________________________________________________|
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| user@localh... user Requests [] []|
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|________________________________________________________|
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The lower left menu frame shows a user adjustable *shortcuts* menu. This menu
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is for collecting often used menu items. Using a *shortcut* item will open
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the appropriate view in a new tab, just with a double mouse click.
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A menu item is added to the *shortcut* menu by pushing the plus button [+]
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in the *shortcut* menu. The minus button [-] in conjunction with a selected
|
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*shortcut* item removes it from the *shortcut* list.
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Home Action
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+++++++++++
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Another tab opens during the startup of the Tryton client: the home action.
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It is usually an item of the `Main Menu`_ which opens, when the user call his
|
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`Home`__ action defined in the `preferences`__.
|
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||||
__ Menu-Form-Home_
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||||
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||||
__ Menu-User-Preferences_
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Status Lines
|
||||
^^^^^^^^^^^^
|
||||
The Tryton client provides two layers of *status lines*. One for the whole
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client application, called *client status line* and one for the :term:`views`
|
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residing in :term:`tabs`, called *view status line*.
|
||||
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||||
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||||
Client Status Line
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||||
++++++++++++++++++
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||||
The client status line provides general informations of the state of the
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Tryton client. It is divided in three parts.
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||||
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||||
* On its left side are details of the server connection shown including
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||||
database and user informations if connected. It is also noted there, if
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||||
there is no connection to a Tryton server at all. The left side information
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of the client status line is build with the following pattern::
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<user-name>@<tryton-server-address>:<port>/<database-name>
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* In the center the real name of the Tryton user is shown.
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* The right side of the client status line provides informations about open
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requests for the actual user. There is also a button to create and to
|
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find allocated requests.
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||||
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||||
|
||||
View Status Lines
|
||||
+++++++++++++++++
|
||||
|
||||
Each tab has a separate *view status line* at the bottom, just above the
|
||||
client status line. The status line for :term:`views` in each tab inform on
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the one hand about the actual *position* (sequence) of the selected record and
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on the other hand about the total count of records in the corresponding
|
||||
:term:`tree view`. The *id number* of the selected record is shown in
|
||||
parantheses. The view status line is build by the following pattern::
|
||||
|
||||
Record: <pos> / <count> (id: <id>)
|
||||
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||||
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||||
Menu Bar Items
|
||||
**************
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||||
The following section describes the function of each menu bar entry in detail.
|
||||
A rule of thumb: All items of the menu bar that are suffixed by three dots
|
||||
(...) will open an intermediate :term:`dialog` for setting up the provided
|
||||
menu action. Most dialogs provides a *Cancel* button, used to stop the
|
||||
complete dialog process.
|
||||
|
||||
|
||||
File
|
||||
^^^^
|
||||
The file menu level provides functions about Tryton server login,
|
||||
Database maintenance and closing the client application.
|
||||
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||||
.. _Menu-File-Connect:
|
||||
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||||
Connect...
|
||||
By choosing this menu entry the client will be connected to an available
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||||
Tryton server. A :term:`dialog` opens to request credentials:
|
||||
|
||||
* `Server`__
|
||||
* Database: Database to connect server side
|
||||
* User name: Tryton user name to login
|
||||
* Password: Tryton password to login
|
||||
* Actions:
|
||||
|
||||
- Connect: Connects to the server with the given credentials.
|
||||
- Cancel
|
||||
|
||||
.. note:: Depending on server configuration for session timeout, the actual
|
||||
user may be logged out of the current session, and need to login again.
|
||||
Default timout for logging out is six minutes.
|
||||
|
||||
__ File-Server-Connection_
|
||||
|
||||
|
||||
.. _Menu-File-Disconnect:
|
||||
|
||||
Disconnect...
|
||||
Disconnects the client from an active server connection. In case of unsaved
|
||||
changes in an open tab, the Tryton client will request for saving the
|
||||
changes.
|
||||
|
||||
Database
|
||||
++++++++
|
||||
This menu level provides tools to maintain Tryton databases.
|
||||
For all database operations the user needs to know the Tryton server password.
|
||||
|
||||
.. warning:: Concider not to use this server-site maintaining functions
|
||||
if there are security concerns. Since there are always security
|
||||
concerns in a multiuser environment, better disclaim to provide
|
||||
this functions on database level.
|
||||
|
||||
.. note:: Postgres database names are restricted by some rules:
|
||||
|
||||
* Allowed characters are alpha-nummeric [A-Za-z0-9] and
|
||||
underscore (_).
|
||||
* First character must be an alphabetic letter.
|
||||
* The maximum length of a database name is 64 characters.
|
||||
|
||||
Tryton automatically checks if the given database name follows
|
||||
the rules.
|
||||
|
||||
.. _Menu-File-New_Database:
|
||||
|
||||
New Database
|
||||
Opens a :term:`dialog` for creating a new Tryton database with an initial
|
||||
user called *admin*.
|
||||
|
||||
* Server Setup:
|
||||
|
||||
- `Server Connection`__
|
||||
- Tryton Server Password: The password given in the Tryton server
|
||||
configuration.
|
||||
|
||||
* New Database Setup:
|
||||
|
||||
- Database Name: The name of the new database.
|
||||
- Default Language: The default language of the new database.
|
||||
- Admin Password: The *admin*-user password of the new database.
|
||||
- Confirm Admin Password: Repeat the password of the new 'admin' user.
|
||||
|
||||
* Actions:
|
||||
|
||||
- Create: Creates the new database with initial user *admin* and the
|
||||
provided password.
|
||||
- Cancel
|
||||
|
||||
__ File-Server-Connection_
|
||||
|
||||
.. note:: The appropriate Tryton database user (defined in the Tryton server
|
||||
configuration) needs to be authorized to create databases for this step.
|
||||
|
||||
.. _Menu-File-Restore_Database:
|
||||
|
||||
Restore Database
|
||||
Opens a :term:`dialog` to restore a previously created database backup
|
||||
file.
|
||||
|
||||
* File choose menu dialog
|
||||
|
||||
- Choose a database backup file in the file system to be restored.
|
||||
- Actions:
|
||||
|
||||
+ Open: Open the chosen backup file.
|
||||
+ Cancel
|
||||
|
||||
* Restore Database dialog:
|
||||
|
||||
- `Server Connection`__
|
||||
- Tryton Server Password: The password given in the Tryton server
|
||||
configuration.
|
||||
- File to Restore: Show filename and path.
|
||||
- New Database Name: Enter a new name for the database to be restored
|
||||
- Actions:
|
||||
|
||||
+ Restore: Proceed database restore.
|
||||
+ Cancel
|
||||
|
||||
__ File-Server-Connection_
|
||||
|
||||
.. _Menu-File-Backup_Database:
|
||||
|
||||
Backup Database
|
||||
Open a :term:`dialog` to backup an existing database and save it as a file.
|
||||
|
||||
* `Backup a Database` dialog
|
||||
|
||||
- `Server connection`__
|
||||
- Database: Choose the Tryton database to backup.
|
||||
- Tryton Server Password: The password given in the Tryton server
|
||||
configuration.
|
||||
- Actions:
|
||||
|
||||
+ Backup: Proceed database backup.
|
||||
+ Cancel
|
||||
|
||||
* `Save Backup File` dialog
|
||||
|
||||
- Choose a filename and location for the created backup file.
|
||||
- Save the backup file.
|
||||
|
||||
__ File-Server-Connection_
|
||||
|
||||
.. _Menu-File-Drop_Database:
|
||||
|
||||
Drop Database
|
||||
Open a :term:`dialog` to delete an existing Tryton database.
|
||||
|
||||
* `Delete a Database` dialog
|
||||
|
||||
- `Server Connection`__
|
||||
- Database: Choose a database to delete.
|
||||
- Tryton Server Password: The password given in the Tryton server
|
||||
configuration.
|
||||
|
||||
* Confirmation Dialog
|
||||
|
||||
- Yes: Drop the database
|
||||
- No: Do not drop the database
|
||||
- Cancel
|
||||
|
||||
__ File-Server-Connection_
|
||||
|
||||
.. _File-Server-Connection:
|
||||
|
||||
Server (connection) dialog:
|
||||
This :term:`dialog` is widely used to setup a Tryton server connection.
|
||||
This dialog shows the actual state of the client/server communication.
|
||||
It also shows when there is no connection to a Tryton server at all.
|
||||
The *Change* button opens a dialog for connection details:
|
||||
|
||||
* Server: Network address or IP number of the Tryton server (protocols
|
||||
are not supported)
|
||||
* Port: Port where the Tryton server listens.
|
||||
|
||||
.. note:: If there is no connection to a Tryton server, many items in menu bar
|
||||
and tool bar are de-activated.
|
||||
|
||||
|
||||
User
|
||||
^^^^
|
||||
This menu bar item controls the preferences of the actual user and connects
|
||||
to the *request system* in Tryton.
|
||||
|
||||
.. _Menu-User-Preferences:
|
||||
|
||||
Preferences...
|
||||
A preference dialog opens, where the actual user can show and edit his
|
||||
personal settings. All user preferences are stored server side.
|
||||
I.e. logging in with the same credentials from different computers
|
||||
always restores the same preferences.
|
||||
|
||||
* Name: Real name of the Tryton user.
|
||||
* Password: Password of the Tryton user.
|
||||
* Email: Email address of the Tryton user.
|
||||
* Signature: Signature block for the Tryton user.
|
||||
* Menu Action: Defines the action which is called as the
|
||||
`main menu`_.
|
||||
* Home Action: Defines the action which is called as `home action`__.
|
||||
* Language: Language of the client appearance.
|
||||
* Timezone: The local timezone where the user/client resides.
|
||||
* Groups: Defines the users membership for accessing.
|
||||
|
||||
__ Menu-Form-Home_
|
||||
|
||||
.. _Menu-user-send-a-request:
|
||||
|
||||
Send a Request
|
||||
Opens a tab in :term:`form view` which eneable the user to send
|
||||
requests to other users of the same database.
|
||||
|
||||
.. _Menu-user-read-my-request:
|
||||
|
||||
Read my Requests
|
||||
Opens a tab in :term:`tree view` showing all requests depending to the
|
||||
actual user. Fields and actions of requests:
|
||||
|
||||
* On top
|
||||
|
||||
- From: User name of the sender
|
||||
- To: User name of the request receiver
|
||||
- References: Count of the attached references
|
||||
- Subject: The subject of the request.
|
||||
- Priority: An importance priority of the request.
|
||||
|
||||
+ High
|
||||
+ Low
|
||||
+ Normal
|
||||
|
||||
* *Request* tab
|
||||
|
||||
- Body: The textual part of the request.
|
||||
- History: The history of past reply to this request.
|
||||
|
||||
+ From: Sender of the past request
|
||||
+ To: Receiver of the past request
|
||||
+ Summary: Summary of the body text of the past request.
|
||||
|
||||
* Trigger Date: Defines time and date when the request will be sent
|
||||
automatically.
|
||||
* State: State of the request. Possible states for the request are:
|
||||
|
||||
- Draft: The request is saved in the system, but not posted.
|
||||
- Waiting: The request is sent without receiving a reply message.
|
||||
- Chatting: The message is replied or in discussion.
|
||||
- Closed: The message is closed/fulfilled/answered.
|
||||
|
||||
* Actions:
|
||||
|
||||
- Send: Sends the actual message to receiver
|
||||
- Reply: Reply or answer the actual message
|
||||
- close: Closes the actual message
|
||||
|
||||
* *References* tab
|
||||
|
||||
- References
|
||||
|
||||
+ Reference: The reference type
|
||||
+ (Target): Defines an reference attached to the request.
|
||||
|
||||
.. note:: When the talk is about requests, think of an internal system of
|
||||
Tryton, which is very similar to email.
|
||||
|
||||
|
||||
Form
|
||||
^^^^
|
||||
The form menu contains functions for the *actual form* in the tab which
|
||||
is open. Some operations are working with one record or with a selection of
|
||||
:term:`records`. In :term:`form view` the actual record is selected for
|
||||
operations. In :term:`tree view` all selected records are used for operations.
|
||||
|
||||
.. _Menu-Form-New:
|
||||
|
||||
New:
|
||||
Creates a new record.
|
||||
|
||||
.. _Menu-Form-Save:
|
||||
|
||||
Save:
|
||||
Saves the actual record.
|
||||
|
||||
.. _Menu-Form-Duplicate:
|
||||
|
||||
Duplicate:
|
||||
Duplicates the content of the actual record in a newly created record.
|
||||
|
||||
.. _Menu-Form-Delete:
|
||||
|
||||
Delete:
|
||||
Deletes the selected or actual record.
|
||||
|
||||
.. _Menu-Form-Find:
|
||||
|
||||
.. _search_widget:
|
||||
|
||||
Find...:
|
||||
Opens a :term:`dialog` for finding :term:`fields` with search criteria and
|
||||
operators.
|
||||
|
||||
* Search criteria: Defines the aspects to seek for.
|
||||
* General search operators:
|
||||
|
||||
- Equals: Search for results which exactly contain the following term.
|
||||
- Is Different: Search for results which are different to the following
|
||||
term.
|
||||
|
||||
* Additional search operators on numbers, amounts and strings:
|
||||
|
||||
- Contains: Search for results which contain the following term.
|
||||
- Not Contains: Search for results which do not include the
|
||||
following term.
|
||||
|
||||
* Additional search operators for numbers and amounts:
|
||||
|
||||
- Is Between: Search for results inside a range (from - to).
|
||||
- Is Not Between: Search for results outside a range (from - to).
|
||||
|
||||
* Advanced Search expander opens additional search criteria.
|
||||
|
||||
- Limit: Limits the count of results.
|
||||
- Offset: Skips a number of results and show only the following.
|
||||
|
||||
* Actions:
|
||||
|
||||
- Find: Search for results of the given criteria.
|
||||
- New: Create a new record (used when search was fruitless, to create
|
||||
quickly a new record).
|
||||
- Ok: Open the selected results.
|
||||
- Cancel
|
||||
|
||||
.. note:: De-activated records are only shown in the results, when the
|
||||
*Active* search criteria is set to *No*.
|
||||
|
||||
.. _Menu-Form-Next:
|
||||
|
||||
Next:
|
||||
Goes to the next record in a list (sequence).
|
||||
|
||||
.. _Menu-Form-Previous:
|
||||
|
||||
Previous:
|
||||
Goes to the last record in a list (sequence).
|
||||
|
||||
.. _Menu-Form-Switch_View:
|
||||
|
||||
Switch View:
|
||||
Switches the actual view aspect to:
|
||||
|
||||
* :term:`Form view`
|
||||
* :term:`Tree view`
|
||||
* :term:`Graph view`
|
||||
|
||||
Not all views provide all aspects.
|
||||
|
||||
.. _Menu-Form-Menu:
|
||||
|
||||
Menu:
|
||||
Activate or re-open the menu tab.
|
||||
|
||||
.. _Menu-Form-Home:
|
||||
|
||||
Home:
|
||||
Opens a new `home`__ tab.
|
||||
|
||||
__ Menu-User-Preferences_
|
||||
|
||||
.. _Menu-Form-Close:
|
||||
|
||||
Close:
|
||||
Closes the current tab. Request :term:`Dialog` in case of unsaved changes.
|
||||
|
||||
.. _Menu-Form-Previous_Tab:
|
||||
|
||||
Previous Tab:
|
||||
Shows the previous (left) tab of the actual tab.
|
||||
|
||||
.. _Menu-Form-Next_Tab:
|
||||
|
||||
Next Tab:
|
||||
Shows the next (right) tab of the actual tab.
|
||||
|
||||
.. _Menu-Form-View_Logs:
|
||||
|
||||
View Logs...:
|
||||
Shows generic information of the current record.
|
||||
|
||||
.. _Menu-Form-Go_to_Record_ID:
|
||||
|
||||
Go to Record ID...:
|
||||
Opens specific record id in the current view.
|
||||
|
||||
.. _Menu-Form-Reload_Undo:
|
||||
|
||||
Reload/Undo:
|
||||
Reloads the content of the actual tab.
|
||||
|
||||
.. _Menu-Form-Actions:
|
||||
|
||||
Actions...:
|
||||
Shows all actions for the actual view, model and record.
|
||||
|
||||
.. _Menu-Form-Print:
|
||||
|
||||
Print...:
|
||||
Shows all print actions for the actual view, model and record.
|
||||
|
||||
.. _Menu-Form-Export_Data:
|
||||
|
||||
Export Data...:
|
||||
Export of current/selected records into :term:`CSV`-file or open it in Excel.
|
||||
|
||||
* Predefined exports
|
||||
|
||||
- Choose preferences of already saved exports.
|
||||
|
||||
* All Fields: Fields available from the model.
|
||||
* Fields to export: Defines the specific fields to export.
|
||||
* Options:
|
||||
|
||||
- Save as CSV: Save export as a CSV file.
|
||||
- Open in Excel: Open export in an Excel table.
|
||||
|
||||
* Add field names: Add a header row with field names to the export data.
|
||||
* Actions:
|
||||
|
||||
- Add: Adds selected fields to *Fields to export*.
|
||||
- Remove: Removes selected fields from *Fields to export*.
|
||||
- Clear: Removes all fields from *Fields to export*.
|
||||
- Save Export: Saves field mapping to a *Predefined export* with a name.
|
||||
- Delete Export: Deletes a selected *Predefined export*.
|
||||
- Ok: Exports the data (action depending on *Options*).
|
||||
- Cancel
|
||||
|
||||
.. _Menu-Form-Import_Data:
|
||||
|
||||
Import Data...:
|
||||
Import records from :term:`CSV`-file.
|
||||
|
||||
* All Fields: Fields available in the model (required fields are marked up).
|
||||
* Fields to Import: Exact sequence of all columns in the CSV file.
|
||||
* File to Import: File :term:`dialog` for choosing a CSV file to import.
|
||||
* CSV Parameters: Setup specific parameters for chosen CSV file.
|
||||
|
||||
- Field Separator: Character which separates CSV fields.
|
||||
- Text Delimiter: Character which encloses text in CSV.
|
||||
- Encoding: :term:`Character encoding` of CSV file.
|
||||
- Lines to Skip: Count of lines to skip a headline or another offset.
|
||||
|
||||
* Actions:
|
||||
|
||||
- Add: Adds fields to *Fields to Import*.
|
||||
- Remove: Deletes fields from *Fields to Import*.
|
||||
- Clear: Removes all fields from *Fields to Import*.
|
||||
- Auto-Detect: Tries to auto detect fields in the CSV *File to Import*.
|
||||
- Ok: Proceeds the data import.
|
||||
- Cancel
|
||||
|
||||
|
||||
Options
|
||||
^^^^^^^
|
||||
The Options menu sets up many visual and context depending preferences.
|
||||
|
||||
|
||||
Menubar
|
||||
+++++++
|
||||
|
||||
.. _Menu-Options-Menubar-Default:
|
||||
|
||||
Default:
|
||||
Shows labels and icons as defaulted in the GTK configuration.
|
||||
|
||||
.. _Menu-Options-Menubar-Text_and_Icons:
|
||||
|
||||
Text and Icons:
|
||||
Shows labels and icons in the tool bar.
|
||||
|
||||
.. _Menu-Options-Menubar-Icons:
|
||||
|
||||
Icons:
|
||||
Shows icons only in the tool bar.
|
||||
|
||||
.. _Menu-Options-Menubar-Text:
|
||||
|
||||
Text:
|
||||
Shows labels only in the tool bar.
|
||||
|
||||
Mode
|
||||
++++
|
||||
|
||||
.. _Menu-Options-Mode-Normal:
|
||||
|
||||
Normal:
|
||||
Shows the client in full feature mode.
|
||||
|
||||
.. _Menu-Options-Mode_PDA:
|
||||
|
||||
PDA:
|
||||
Shows the client in a condensed mode. The PDA (Personal Data Assistant) mode
|
||||
hides the shortcut menu in tree views and the system status bar.
|
||||
|
||||
Form
|
||||
++++
|
||||
|
||||
.. _Menu-Options-Form-Toolbar:
|
||||
|
||||
Toolbar:
|
||||
Checkbox to disable/enable the tool bar.
|
||||
|
||||
.. _Menu-Options-Form-Save_Columns_Width:
|
||||
|
||||
Save Columns Width:
|
||||
Check box to enable saving of manually adjusted widths of columns in lists
|
||||
and trees.
|
||||
|
||||
.. _Menu-Options-Form-Spell_Checking:
|
||||
|
||||
Spell Checking:
|
||||
Check box to enable spell checking in fields.
|
||||
|
||||
.. _Menu-Options-Form-Tabs_Position:
|
||||
|
||||
Tabs Position
|
||||
Sets up the position of the :term:`tabs` inside :term:`views`:
|
||||
|
||||
* Top
|
||||
* Left
|
||||
* Right
|
||||
* Bottom
|
||||
|
||||
.. _Menu-Options-Form-Tabs_Orientation:
|
||||
|
||||
Tabs Orientation
|
||||
Sets up the orientation of :term:`tabs` labels inside :term:`views`.
|
||||
|
||||
* Horizontal: Shows tab labels oriented from left to right
|
||||
* Vertical: Shows tab labels oriented from bottom to top
|
||||
|
||||
.. _Menu-Options-File_Actions:
|
||||
|
||||
Files Actions...:
|
||||
Opens a dialog to setting up file types for print and open actions.
|
||||
Use ``%s`` as a placeholder for the document name.
|
||||
|
||||
* Provided file types:
|
||||
|
||||
- ODT file: Open Office Writer Document
|
||||
- PDF file: Adobes(TM) Portable Document Format
|
||||
- PNG file: Portable Network Graphics format
|
||||
- TXT file: Pure text file
|
||||
|
||||
* Provided actions
|
||||
|
||||
- Open: Setting up program system call which opens the specific file type.
|
||||
- Print: Setting up program system call printing the specific file type.
|
||||
|
||||
.. _Menu-Options-Save_Options:
|
||||
|
||||
Save Options:
|
||||
Saves all the options.
|
||||
|
||||
|
||||
Plugins
|
||||
^^^^^^^
|
||||
Plug-ins are client side add-ons for Tryton. There are some included plug-ins
|
||||
with the standard client.
|
||||
|
||||
Execute a Plugin
|
||||
++++++++++++++++
|
||||
Translate View:
|
||||
Creates a translation table of the current view.
|
||||
|
||||
Print Workflow:
|
||||
Creates a graph which shows the work flow of the current view.
|
||||
|
||||
Print Workflow (complex):
|
||||
Like 'Print Workflow', with additional sub work flows inherited by the
|
||||
curret view.
|
||||
|
||||
|
||||
Shortcuts
|
||||
^^^^^^^^^
|
||||
A collection of user defined shortcuts for specific resources.
|
||||
|
||||
|
||||
Help
|
||||
^^^^
|
||||
|
||||
.. _Menu-Help-Tips:
|
||||
|
||||
Tips...:
|
||||
Opens the tips dialog.
|
||||
|
||||
* Display a new tip next time: If *checked*, the tips dialog will appear on
|
||||
start.
|
||||
* Previous: Shows last tip.
|
||||
* Next: Shows next tip.
|
||||
|
||||
.. _Menu-Help-Keyboard_Shortcuts:
|
||||
|
||||
Keyboard Shortcuts...:
|
||||
Shows the information dialog of the predefined keyboard shortcut map.
|
||||
|
||||
* Edition Widgets: Shows shortcuts working on text entries, relation entries
|
||||
and date/time entries.
|
||||
|
||||
.. _Menu-Help-About:
|
||||
|
||||
About...:
|
||||
License, Contributors, Authors of Tryton
|
||||
|
||||
|
||||
Appendix
|
||||
********
|
||||
|
||||
|
||||
Configuration File
|
||||
^^^^^^^^^^^^^^^^^^
|
||||
|
||||
::
|
||||
|
||||
~./tryton # General configuration
|
||||
~./trytonsc # Shortcut configuration
|
||||
|
||||
:Authors:
|
||||
Udo Spallek, Bertrand Chenal, Mattias Behrle, Anne Krings
|
||||
|
||||
:TODO:
|
||||
* Search for TODO in this document.
|
||||
* More and less linking to glossary.
|
||||
* Check for mistakes.
|
||||
* Better/Corrected explanations
|
||||
* Check redundancies
|
||||
Reference in new issue
Block a user