[office/kmymoney] doc: Add doc for payee links
Ralf Habacker
null at kde.org
Wed Oct 30 09:06:17 GMT 2024
Git commit cff9e730ddc216fd5924e8a9fd24dce6922064cc by Ralf Habacker.
Committed on 30/10/2024 at 08:50.
Pushed by habacker into branch 'master'.
Add doc for payee links
CCBUG:437481
M +80 -3 doc/details-payees.docbook
A +- -- doc/payee_link-matching-ledger.png
A +- -- doc/payee_link-matching.png
https://invent.kde.org/office/kmymoney/-/commit/cff9e730ddc216fd5924e8a9fd24dce6922064cc
diff --git a/doc/details-payees.docbook b/doc/details-payees.docbook
index cd418ff0ea..606285dcc3 100644
--- a/doc/details-payees.docbook
+++ b/doc/details-payees.docbook
@@ -29,8 +29,9 @@
left, and a detail area on the right. The <guilabel>Your payees</guilabel>
section allows for adding, deleting, renaming, and merging payees. The detail
area has several tabs, showing the transactions, address, matching
- information, default category, and account numbers for the payee selected in
- the list.
+ information, default category and account numbers for the payee selected in
+ the list. Furthermore, links between payee-specific contents of a transaction's
+ memo field and local file paths or remote URL can be created and managed.
</para>
<para>
@@ -250,5 +251,81 @@
</screenshot>
</para>
</sect1>
-</chapter>
+<sect1 id="details.payees.linkmatching">
+<title>Manage link matching</title>
+
+<para>
+ This tab can be used to link parts of contents of the memo field of a transaction to
+ a remote or local URL, for example to make invoices or other documents accessible.
+</para>
+
+<para>
+ The tab contains input fields for a pattern and a URL template. The specified pattern
+ is extracted via regular expressions in the memo field from transactions associated
+ with this payee and inserted into the URL template at designated locations.
+
+<screenshot>
+ <screeninfo>The link matching tab</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="payee_link-matching.png" format="PNG" />
+ </imageobject>
+ </mediaobject>
+</screenshot>
+</para>
+
+<para>
+ The resulting URL is displayed as link in the general ledger at the corresponding transactions (see column "Detail").
+<screenshot>
+ <screeninfo>Show link in the general ledger</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="payee_link-matching-ledger.png" format="PNG" />
+ </imageobject>
+ </mediaobject>
+</screenshot>
+
+The link can be accessed via the context menu of a transaction or via a keyboard shortcut.
+<screenshot>
+ <screeninfo>....</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="payee_link-matching-open-url.png" format="PNG" />
+ </imageobject>
+ </mediaobject>
+</screenshot>
+</para>
+
+<sect2 id="details.payees.linkmatching.pattern">
+<title>Hints</title>
+<para>
+ Found patterns, which must match Perl-compatible regular expressions, are inserted in the URL template in the place of the supported placeholders.
+
+ Simple example are:
+
+ <itemizedlist>
+ <listitem><para>\d+\b - one or more numbers followed by a word boundary.</para></listitem>
+ <listitem><para>\d{2,4}\b - 2 to 4 numbers followed by a word boundary</para></listitem>
+ <listitem><para>\d{3}-d{6}\b - 3 numbers followed by a hyphen and 6 numbers followed by a word boundary</para></listitem>
+ </itemizedlist>
+</para>
+
+<para>
+ Supported placeholders are:
+ <itemizedlist>
+ <listitem><para>%1 - first found expression</para></listitem>
+ <listitem><para>%2 - second found expression (optional)</para></listitem>
+ </itemizedlist>
+ When using two independent patterns, the individual expressions in the pattern are separated by round brackets, e.g. <code>(..)...(..)</code>.
+</para>
+
+<para>
+ In addition, predefined variables can be used in the URL template. Currently supported variables are:
+ <itemizedlist>
+ <listitem><para>%year - the year from the date of the corresponding transaction</para></listitem>
+ </itemizedlist>
+</para>
+</sect2>
+</sect1>
+</chapter>
diff --git a/doc/payee_link-matching-ledger.png b/doc/payee_link-matching-ledger.png
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diff --git a/doc/payee_link-matching.png b/doc/payee_link-matching.png
new file mode 100644
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