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Version: Tryton 7.0 (LTS)

Learning paths

You do not need to learn all of Tryton at once. Each path combines concepts, practice, and safety checks.

Learning objectives​

  • User: navigation, searches, favorites, attachments, and business workflows. When finished, verify the result with a test record and document ownership.
  • Finance lead: company, chart, journals, periods, taxes, invoicing, and reconciliation. When finished, verify the result with a test record and document ownership.
  • Administrator: installation, permissions, backups, restore, logs, and upgrades. When finished, verify the result with a test record and document ownership.
  • Developer: Pool, models, fields, PYSON, views, wizards, reports, migrations, and tests. When finished, verify the result with a test record and document ownership.

Concepts to master​

  • User: navigation, searches, favorites, attachments, and business workflows.
  • Finance lead: company, chart, journals, periods, taxes, invoicing, and reconciliation.
  • Administrator: installation, permissions, backups, restore, logs, and upgrades.
  • Developer: Pool, models, fields, PYSON, views, wizards, reports, migrations, and tests.

Guided practice​

  1. Activity 1. User: navigation, searches, favorites, attachments, and business workflows. Perform it in staging first, record preconditions, and compare expected and actual results.

  2. Activity 2. Finance lead: company, chart, journals, periods, taxes, invoicing, and reconciliation. Perform it in staging first, record preconditions, and compare expected and actual results.

  3. Activity 3. Administrator: installation, permissions, backups, restore, logs, and upgrades. Perform it in staging first, record preconditions, and compare expected and actual results.

  4. Activity 4. Developer: Pool, models, fields, PYSON, views, wizards, reports, migrations, and tests. Perform it in staging first, record preconditions, and compare expected and actual results.

How to verify the result​

  • Company, user, language, time zone, and date match the scenario.
  • Permissions allow only operations assigned to the responsibility.
  • Changes are traceable and related documents remain consistent.
  • The procedure is repeatable and has a documented correction path.
  • A restored backup can reproduce the process without relying on production.

Common mistakes​

  • Confusing save with confirm, post, pay, or close.
  • Testing only as administrator and assuming access rights work.
  • Changing states or totals with SQL to bypass validation.
  • Upgrading without inventory, restorable backup, and post-upgrade reconciliation.
  • Documenting only the happy path while omitting cancellation, correction, and exceptions.

Developer perspective​

Identify the models, fields, buttons, domains, and access rules involved. Before extending the process, locate the module that owns the rule, review its tests, and preserve invariants through super(). A correct customization must work across companies, languages, permissions, and states.

Production checklist​

  • Company, user, language, time zone, and date match the scenario.
  • Permissions allow only operations assigned to the responsibility.
  • Changes are traceable and related documents remain consistent.
  • The procedure is repeatable and has a documented correction path.
  • A restored backup can reproduce the process without relying on production.