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  69. <div class="section" id="glossary">
  70. <span id="id1"></span><h1>Glossary<a class="headerlink" href="#glossary" title="Permalink to this headline">¶</a></h1>
  71. <dl class="glossary docutils">
  72. <dt id="term-doctype">DocType</dt>
  73. <dd><p class="first">The basic building block of the Web Notes Framework. A DocType represents multiple things</p>
  74. <ul>
  75. <li><dl class="first docutils">
  76. <dt>A table in the database (if <cite>is_single</cite> is <cite>False</cite>)</dt>
  77. <dd><p class="first last">A table is named as <cite>tab</cite> + the name of the Doctype
  78. Example: The table of doctype Content would be <cite>tabContent</cite></p>
  79. </dd>
  80. </dl>
  81. </li>
  82. <li><p class="first">A class</p>
  83. </li>
  84. <li><p class="first">A form</p>
  85. </li>
  86. <li><p class="first">An agent to perform certain actions</p>
  87. </li>
  88. </ul>
  89. <p class="last">A <cite>DocType</cite> has <em class="xref">Fields</em>, <a class="reference internal" href="#term-permissions"><em class="xref">Permissions</em></a> and <em class="xref">Code</em></p>
  90. </dd>
  91. <dt id="term-single-type">Single Type</dt>
  92. <dd><p class="first">A DocType with property <cite>is_single</cite> as True.</p>
  93. <ul class="last simple">
  94. <li>No table is created for such a DocType</li>
  95. <li>All field values are stored in the table <cite>tabSingles</cite></li>
  96. <li>Mostly used to write Control objects</li>
  97. </ul>
  98. </dd>
  99. <dt id="term-document">Document</dt>
  100. <dd>A single record wrapped by an object-relational mapper.
  101. The document object&#8217;s properties can be set or accessed using the simple object notation. For example <cite>doc.owner</cite></dd>
  102. <dt id="term-doclist">doclist</dt>
  103. <dd>A list of <a class="reference internal" href="#term-document"><em class="xref">Document</em></a> records representing a single record (along with all its child records). The first
  104. element in the list <cite>doclist[0]</cite> is the main record, the rest, if any, are child records.</dd>
  105. <dt id="term-permissions">Permissions</dt>
  106. <dd><p class="first">Role-based permissions are maintained in the DocType. Permissions can also be set on individual fields.
  107. This is done by defining levels. The default level is 0 for all fields.</p>
  108. <p>Permissions can also be set based on certain properties of the user or the role and this is called <cite>match</cite></p>
  109. <p>If a property is set in <cite>match</cite> column of the permission, then that permission will only apply if</p>
  110. <ul class="simple">
  111. <li>The user / role has that property (as defined in User Defaults)</li>
  112. <li>The corresponding DocType has that property</li>
  113. <li>The value of the property is same, i.e. matches</li>
  114. </ul>
  115. <p class="last">Example: if the match is on field <cite>department</cite>, then the permission will only apply if the user
  116. is of the same department as the transaction. This can be used to allow group wise access that cannot
  117. be fulfilled by roles.</p>
  118. </dd>
  119. <dt id="term-page">Page</dt>
  120. <dd><p class="first">A Page represpents a simple Page in the application. A page has:</p>
  121. <ul class="simple">
  122. <li>Static HTML content</li>
  123. <li>Javascript code, event code</li>
  124. <li>CSS</li>
  125. </ul>
  126. <p class="last">Pages can be used to create any type of UI and workflows</p>
  127. </dd>
  128. <dt id="term-testing-mode">Testing Mode</dt>
  129. <dd><p class="first">A global flag indicates if the system is in testing mode.</p>
  130. <ul class="simple">
  131. <li>When the Testing Mode is setup, a copy of all tables is made and stored as <cite>test</cite> + the DocType</li>
  132. <li>All sql queries are scrubbed so that <cite>tab</cite> + DocType becomes <cite>test</cite> + DocType</li>
  133. <li>Example: tabContact becomes testContact</li>
  134. </ul>
  135. <p class="last">The <cite>Testing Mode</cite> is designed to be seamless to the developer and separate series are also mainted for
  136. records created in the testing mode.</p>
  137. </dd>
  138. <dt id="term-error-console">Error Console</dt>
  139. <dd>A Dialog box showing exceptions from the current request. Can be seen by click on Tools -&gt; Error Console
  140. on the <a class="reference internal" href="#term-web-notes-toolbar"><em class="xref">Web Notes Toolbar</em></a></dd>
  141. <dt id="term-web-notes-toolbar">Web Notes Toolbar</dt>
  142. <dd>A toolbar that is shown by default to the Administrator. To turn this off, set a default property
  143. <cite>hide_webnotes_toolbar</cite> = 1, or set it in the <a class="reference internal" href="#term-control-panel"><em class="xref">Control Panel</em></a></dd>
  144. <dt id="term-control-panel">Control Panel</dt>
  145. <dd>A <a class="reference internal" href="#term-single-type"><em class="xref">Single Type</em></a> containing global defaults. The can be accessed from the <a class="reference internal" href="#term-web-notes-toolbar"><em class="xref">Web Notes Toolbar</em></a> by
  146. going to Options -&gt; Control Panel when logged in as Administrator</dd>
  147. <dt id="term-report-builder">Report Builder</dt>
  148. <dd>This can be accessed from the <a class="reference internal" href="#term-web-notes-toolbar"><em class="xref">Web Notes Toolbar</em></a>. The Report Builder provides a way to generate
  149. tabular reports from DocType. You can select the columns of the report as well as filter the report
  150. on columns that have the <cite>in_filter</cite> property set</dd>
  151. <dt id="term-search-criteria">Search Criteria</dt>
  152. <dd>Saved settings of the <cite>Report Builder</cite>. This can be used for &#8220;one-click&#8221; reports. Scripting and other
  153. settings can also be done in the Search Criteria</dd>
  154. <dt id="term-locals">Locals</dt>
  155. <dd>A local dictionary (object) in the browser that maintains all records (or metadata) loaded from the server. The format is
  156. locals[<cite>DocType</cite>][<cite>name</cite>]. If an object is loaded in the current session, then it will be present in the
  157. locals object (dictionary)</dd>
  158. <dt id="term-standard-query">Standard Query</dt>
  159. <dd><p class="first">A standardized way to write a SQL query for the query_builder. This will automatically add conditions
  160. relating to <cite>match</cite> permissions.</p>
  161. <p>For a standard query,</p>
  162. <ul class="last simple">
  163. <li>All SQL keywords must be capitalized</li>
  164. <li>All columms must be written as <cite>tablename</cite>.`colname`</li>
  165. </ul>
  166. </dd>
  167. </dl>
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