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Commit 4174d0ef authored by Boxiang Sun's avatar Boxiang Sun
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erp5_user_tutorial: WIP Just for testing

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bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Create.A.Payment.xml deleted 100644 → 0
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bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Create.Outgoing.Events/1.xml deleted 100644 → 0
View file @ e579ee38
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<global name="Role Definition" module="erp5.portal_type"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>_count</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAI=</string> </persistent>
</value>
</item>
<item>
<key> <string>_folder_handler</string> </key>
<value> <string>CMFBTreeFolderHandler</string> </value>
</item>
<item>
<key> <string>_mt_index</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAM=</string> </persistent>
</value>
</item>
<item>
<key> <string>_tree</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAQ=</string> </persistent>
</value>
</item>
<item>
<key> <string>categories</string> </key>
<value>
<tuple>
<string>agent/person_module/453</string>
<string>agent/person_module/424</string>
</tuple>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>1</string> </value>
</item>
<item>
<key> <string>portal_type</string> </key>
<value> <string>Role Definition</string> </value>
</item>
<item>
<key> <string>role_name</string> </key>
<value> <string>Assignee</string> </value>
</item>
<item>
<key> <string>workflow_history</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAU=</string> </persistent>
</value>
</item>
</dictionary>
</pickle>
</record>
<record id="2" aka="AAAAAAAAAAI=">
<pickle>
<global name="Length" module="BTrees.Length"/>
</pickle>
<pickle> <int>0</int> </pickle>
</record>
<record id="3" aka="AAAAAAAAAAM=">
<pickle>
<global name="OOBTree" module="BTrees.OOBTree"/>
</pickle>
<pickle>
<none/>
</pickle>
</record>
<record id="4" aka="AAAAAAAAAAQ=">
<pickle>
<global name="OOBTree" module="BTrees.OOBTree"/>
</pickle>
<pickle>
<none/>
</pickle>
</record>
<record id="5" aka="AAAAAAAAAAU=">
<pickle>
<global name="PersistentMapping" module="Persistence.mapping"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>data</string> </key>
<value>
<dictionary>
<item>
<key> <string>edit_workflow</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAY=</string> </persistent>
</value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
<record id="6" aka="AAAAAAAAAAY=">
<pickle>
<global name="WorkflowHistoryList" module="Products.ERP5Type.Workflow"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>_log</string> </key>
<value>
<list>
<dictionary>
<item>
<key> <string>action</string> </key>
<value> <string>edit</string> </value>
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>jingjing</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>error_message</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>0.0.0.0</string> </value>
</item>
<item>
<key> <string>state</string> </key>
<value> <string>current</string> </value>
</item>
<item>
<key> <string>time</string> </key>
<value>
<object>
<klass>
<global id="6.1" name="DateTime" module="DateTime.DateTime"/>
</klass>
<tuple>
<none/>
</tuple>
<state>
<tuple>
<float>1352796576.01</float>
<string>GMT</string>
</tuple>
</state>
</object>
</value>
</item>
</dictionary>
<dictionary>
<item>
<key> <string>action</string> </key>
<value> <string>edit</string> </value>
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>jingjing</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAc=</string> </persistent>
</value>
</item>
<item>
<key> <string>error_message</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>0.0.0.0</string> </value>
</item>
<item>
<key> <string>state</string> </key>
<value> <string>current</string> </value>
</item>
<item>
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="6.1"/> </klass>
<tuple>
<none/>
</tuple>
<state>
<tuple>
<float>1352796576.01</float>
<string>GMT</string>
</tuple>
</state>
</object>
</value>
</item>
</dictionary>
</list>
</value>
</item>
</dictionary>
</pickle>
</record>
<record id="7" aka="AAAAAAAAAAc=">
<pickle>
<global name="Message" module="Products.ERP5Type.Message"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>default</string> </key>
<value> <string>Object copied from ${source_item}</string> </value>
</item>
<item>
<key> <string>domain</string> </key>
<value> <string>erp5_ui</string> </value>
</item>
<item>
<key> <string>mapping</string> </key>
<value>
<dictionary>
<item>
<key> <string>source_item</string> </key>
<value> <string>/nexedi/test_page_module/68</string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>message</string> </key>
<value> <string>Object copied from ${source_item}</string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Generate.Report.html deleted 100644 → 0
View file @ e579ee38
<section>
<h1>How to create Accounting Report</h1>
<footer>by the <a href="http://www.osoe-project.org/contact">OSOE Project</a>.</footer>
</section>
<section>
<h1>Agenda</h1>
<ul>
<li>Which reports you can generate</li>
<li>How to generate a report</li>
</ul>
<details open="open">
<p>In this guide, you will learn which type of report you can generate with ERP5, and how to generate them.</p>
</details>
</section>
<section class="screenshot">
<h1>The Reports tab in ERP5 home page</h1>
<img alt="The Reports tab" src="http://img.erp5.cn/user-Howto.Generate.Report.Home.Reports.Tab?format=png" title="The Reports tab" type="image/png" />
<details open="open">
<p>In order to see the list of reports available to generate, click on the Reports tab of your ERP5 instance. On the left, you can see the Accounting area displaying a list of the reports you are able to generate: Import Report, Trial Balance, Account Statement, Journal, Third Parties, General Ledger, Balance Sheet, Profit and Loss, and Invoices Report. In order to create a report, <strong>simply click on the line of the report you want to create</strong> . In our example, we will create an Account Statement.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/init_test_environment&quot;&gt;init&lt;/span&gt;</td>
</tr>
<tr style="opacity: 1; z-index: 0;">
<td>openAndWait</td>
<td>${base_url}/Zuite_createFunctionalTestUser</td>
<td>&nbsp;</td>
</tr>
<tr style="opacity: 1; z-index: 0;">
<td>verifyTextPresent</td>
<td>Done.</td>
<td>&nbsp;</td>
</tr>
<tr style="opacity: 1; z-index: 0;">
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/wait_for_activities&quot;&gt; Wait for activities &lt;/span&gt;</td>
</tr>
<tr style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/login_as_functional_test_user&quot;&gt;Login As Functional Test User&lt;/span&gt;</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>Example: Account Statement</h1>
<img alt="Account Statement" src="http://img.erp5.cn/user-Howto.Generate.Report.Create.Edit.Account.Statement?format=png" title="Account Statement" type="image/png" />
<details open="open">
<p>Here is an example of an Account Statement report Creation. As you can see in the screenshot, please follow the steps to set the following information.</p>
<p>Firstly, in the red area, the <strong>Section Category</strong> is the group your company belongs to, you will have only one choice here; <strong>From Date</strong> and <strong>At Date (end date)</strong> are the dates delimiting your report. <strong>The At Date is compulsory</strong> .</p>
<p>Secondly, in the blue area, you can choose which <strong>Simulation State(s)</strong> you want to display in your report, and the <strong>Transaction Type</strong> you need to display.</p>
<p>Thirdly, in the yellow area, you have to <strong>choose an Account, this is compulsory</strong> , and then you can choose one of your <strong>Bank Accounts</strong> if you have several ones.</p>
<p>Then, in the green area, you can choose to display the <strong>Detailed Beginning Balance</strong> , and to <strong>Omit Grouped References</strong> . You can also choose the <strong>Format</strong> of your report. As you will see in this item list, many formats are already supported by ERP5.</p>
<p>Finally, when you are done editing, click the <strong>&quot;Account Statement&quot;</strong> button. Then you can <strong>save or print</strong> this Account Statement.</p>
</details>
</section>
<section class="screenshot">
<h1>Account Statement example</h1>
<img alt="Account Statement example" src="http://img.erp5.cn/user-Howto.Generate.Report.Print.Account.Statement?format=png" title="Account Statement example" type="image/png" />
<details open="open">
<p>Here is an example of the Account Statement report we have just created.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td colspan="3">&lt;tal:block tal:define=&quot;click_configuration python: {&#39;text&#39;: &#39;Site Reports&#39;}&quot;&gt; &lt;tal:block metal:use-macro=&quot;here/Zuite_CommonTemplateForRenderjsUi/macros/click_on_panel_link&quot; /&gt; &lt;/tal:block&gt;</td>
</tr>
<tr>
<td>waitForElementPresent</td>
<td>//a[text()=&quot;Account Statement&quot;]</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>click</td>
<td>//a[text()=&quot;Account Statement&quot;]</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>waitForElementPresent</td>
<td>//select[@name=&quot;field_your_section_category&quot;]</td>
<td>&nbsp;</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>Another example: Profit and Loss</h1>
<img alt="Another example: Profit and Loss" src="http://img.erp5.cn/user-Howto.Generate.Report.Edit.Profit.And.Loss?format=png" title="Another example: Profit and Loss" type="image/png" />
<details open="open">
<p>As you can see in the picture, this is an other example of a report: Profit and Loss. The details requested by ERP5 are different from the Account Statement, as the report itself is different.</p>
</details>
</section>
<section class="screenshot">
<h1>Profit and Loss</h1>
<img alt="Profit and Loss" src="http://img.erp5.cn/user-Howto.Generate.Report.Print.Profit.And.Loss?format=png" title="Profit and Loss" type="image/png" />
<details open="open">
<p>Here is the Profit and Loss Report we have just created.</p>
</details>
</section>
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