Eric.seigne: CapDecisions 1.2.2

2026-10-28T10:44:33Z

CapDecisions 1.2.2

← Older revision		Revision as of 10:44, 28 October 2026
Line 52:		Line 52:

	* [https://doc.cap-rel.fr/capdecisions/?lang=en Module documentation]		* [https://doc.cap-rel.fr/capdecisions/?lang=en Module documentation]
	* [https://doc.cap-rel.fr/capdecisions/nouveautes-1-2-1 What's new in version 1.2.1] (in French)		* [https://doc.cap-rel.fr/capdecisions/nouveautes-1-2-2 What's new in version 1.2.2] (in French)
	* [https://dolinews.com/en/projets/capdecisions Get update notifications]		* [https://dolinews.com/en/projets/capdecisions Get update notifications]
	* [https://cap-rel.fr/sav-module-dolibarr/ Support form]		* [https://cap-rel.fr/sav-module-dolibarr/ Support form]

Eric.seigne: CapDecisions 1.2.1

2026-10-27T21:31:45Z

CapDecisions 1.2.1

← Older revision		Revision as of 21:31, 27 October 2026
Line 52:		Line 52:

	* [https://doc.cap-rel.fr/capdecisions/?lang=en Module documentation]		* [https://doc.cap-rel.fr/capdecisions/?lang=en Module documentation]
	* [https://doc.cap-rel.fr/capdecisions/nouveautes-1-2-0 What's new in version 1.2.0] (in French)		* [https://doc.cap-rel.fr/capdecisions/nouveautes-1-2-1 What's new in version 1.2.1] (in French)
	* [https://dolinews.com/en/projets/capdecisions Get update notifications]		* [https://dolinews.com/en/projets/capdecisions Get update notifications]
	* [https://cap-rel.fr/sav-module-dolibarr/ Support form]		* [https://cap-rel.fr/sav-module-dolibarr/ Support form]
	* [https://~~dolitest~~.fr/capdecisions/ Online demo]: a Dolibarr with a full data set, created for you in less than 20 seconds and removed after the session		* [https://tests.cap-rel.fr/projects/32/quality Automated test report]
			* [https://dolitry.fr/capdecisions/ Online demo]: a Dolibarr with a full data set, created for you in less than 20 seconds and removed after the session

	=Requirements=		=Requirements=

Eric.seigne: CapDecisions 1.2.0

2026-10-25T21:07:09Z

CapDecisions 1.2.0

New page

[[fr:Module_CapDecisions_FR]]
[[Category:Complementary modules]]
[[Category:CAP-REL]]
{{TemplateDocDevEn}}
{{TemplateDocUser}}
=Information=
{{TemplateModuleInfo
|modulename=CapDecisions
|editor=CAP-REL
|web=[https://www.cap-rel.fr www.cap-rel.fr]
|webbuy={{LinkToPluginDownloadDoliStore|keyword=capdecisions}}
|status=stable
|prerequisites=None; Members module optional
|minversion=18.0.0
|note=Collaborative decision-making inspired by Loomio: working groups, discussions, proposals and votes, open to outside participants through public pages.
}}

=Features=

Team decisions are often made through emails, scattered polls and chat apps. CapDecisions brings the whole process into Dolibarr: you organise your groups, start discussions and put proposals to the vote, in the same place as your third parties, projects and members.

==At a glance==

* '''Who it is for''': associations, collectives, boards, committees, project teams, any organisation that has to decide together.
* '''What it does''': it organises the exchanges into groups, discussions and proposals, collects votes with five decision methods and keeps the record of each decision and of its reasons.
* '''What it does not do''': it relies on no outside service, Loomio included, and publishes nothing by default: each discussion or proposal is made public one by one.

==Feature list==

* '''Working groups''' - open, private or closed groups, administrator, member and observer roles, hierarchy with a parent group.
* '''Members from every source''' - Dolibarr users, foundation members or contacts.
* '''Discussions''' - discussion threads per group, nested comments, tags, pinning of the important discussions.
* '''Images''' - image upload in the descriptions of discussions and proposals, limited to the people who can edit them.
* '''Five decision types''' - majority vote, consent, advice process, ranked choice and multiple-choice poll.
* '''Real-time results''' - progress bars, percentages, detailed list of votes and of their reasons; a vote can be changed as long as the poll is open.
* '''Public pages''' - discussions and proposals reachable through a public link, sign-in with a code sent by email, captcha, rate limiting, moderation of anonymous comments and optional anonymous vote.
* '''Seven languages''' - English, French, German, Spanish, Italian, Dutch and Brazilian Portuguese.

==Screenshots==

<gallery widths="300px" heights="200px">
File:CapDecisions tableau-de-bord.png|Dashboard: my groups, recent discussions and open proposals
File:CapDecisions creation-groupe.png|Creating a working group
File:CapDecisions commentaires-discussion.png|A discussion and its comments
File:CapDecisions proposition-vote.png|A proposal open to the vote, with the count of votes
File:CapDecisions onglet-votes.png|The detail of votes and their reasons
File:CapDecisions portail-public.png|The public portal of discussions
File:CapDecisions configuration-pages-publiques.png|Setup of the public pages
</gallery>

=Links=

* [https://doc.cap-rel.fr/capdecisions/?lang=en Module documentation]
* [https://doc.cap-rel.fr/capdecisions/nouveautes-1-2-0 What's new in version 1.2.0] (in French)
* [https://dolinews.com/en/projets/capdecisions Get update notifications]
* [https://cap-rel.fr/sav-module-dolibarr/ Support form]
* [https://dolitest.fr/capdecisions/ Online demo]: a Dolibarr with a full data set, created for you in less than 20 seconds and removed after the session

=Requirements=

{| class="wikitable"
! Item !! Version or condition
|-
| Dolibarr || 18.0 or later
|-
| PHP || 7.4 or later
|-
| Rights || an administrator account to install, enable and set up the module
|-
| Public pages || working email sending in Dolibarr, for the sign-in codes
|}

CapDecisions works on its own. The Members module is optional: when it is enabled, foundation members can join the groups and sign in on the public pages.

=Installation=

{{InstallModuleDoliStoreEn|keyword=capdecisions}}

==Upgrade==

# Install the new version through '''Home > Setup > Modules/Applications > Deploy/install external app/module'''.
# Disable then enable the module again: enabling it applies the database updates and registers the new permissions.

Your groups, discussions, proposals and votes are kept.

==Uninstall==

Disable the module from '''Home > Setup > Modules/Applications'''. The data stays in the database: enabling the module again later finds it back.

=Setup=

{{ActivationModuleEn}}

The setup is in '''Home > Setup > Modules > CapDecisions'''. It has three tabs: '''Settings''', '''Public pages''' and '''About'''.

==Settings==

{| class="wikitable"
! Setting !! Purpose
|-
| Default group visibility || visibility offered when a group is created: open, private or closed
|-
| Default decision type || type preselected when a proposal is created
|-
| Allow anonymous vote || enables anonymous voting on proposals
|}

==Public pages==

{| class="wikitable"
! Setting !! Purpose !! Default
|-
| Enable public pages || allows discussions and proposals to be made public || disabled
|-
| User, member, contact authentication || kinds of accounts allowed to sign in on the public pages ||
|-
| Anonymous comments || allows comments without signing in, subject to moderation ||
|-
| Sign-in code validity || validity of the code sent by email, from 60 to 3600 seconds || 600 seconds
|-
| Session length || how long a signed-in visitor stays connected, from 3600 to 604800 seconds || 86400 seconds
|-
| Rate limiting || at most three codes in five minutes per address, blocked after five wrong codes || enabled
|-
| Captcha || Dolibarr captcha before any code is sent, no outside service || enabled
|-
| Trusted reverse proxies || IP addresses of your proxies, to read the real visitor address || empty
|}

=Permissions=

Permissions are set in '''Home > Users & Groups''', '''Permissions''' tab.

{| class="wikitable"
! Permission !! Purpose
|-
| View groups and discussions || read access, required to open the module
|-
| Create discussions, comments and vote || active participation
|-
| Create groups || creation of new working groups
|-
| Delete own content || deletion of one's own discussions, comments and votes
|-
| Administer all groups and content || full access to the whole module
|}

=Usage=

Once enabled, a '''Decisions''' menu shows in the top bar. The left menu leads to '''Groups''', '''Discussions''' and '''Proposals'''.

==Dashboard==

The home page of the module gathers your groups, the recent discussions, the open proposals with their closing date, and shortcuts to create a group.

==From group to decision==

# '''Create the group''': '''Decisions > Groups > New group''', then invite the members from the '''Members''' tab and give each a role.
# '''Start a discussion''': from the group card, '''Discussions''' tab. Members answer with comments.
# '''Submit a proposal''': from the discussion, pick the decision type and the closing date, then open the vote.
# '''Close''': a group administrator closes the vote; the proposal becomes adopted or rejected and stays available.

==Decision types==

{| class="wikitable"
! Type !! What members are asked
|-
| Majority vote || for, against or abstain; adopted when the votes for outnumber the votes against
|-
| Consent || for, abstain or objection; adopted when nobody objects, a single objection blocks the decision
|-
| Advice process || an advisory opinion for, against or abstain; the decision belongs to the author of the proposal
|-
| Ranked choice || a ranking of the options by preference
|-
| Poll || one option among at least two, results shown in real time
|}

==Outside participants==

A discussion or a proposal can be opened to people with no Dolibarr account. A public link then shows on its card; the participant signs in with a code received by email. Nothing is public by default.

Every screen is described in the [https://doc.cap-rel.fr/capdecisions/utilisation?lang=en user guide].

=FAQ=

'''The Decisions menu does not show.''' 
The user needs the '''View groups and discussions''' permission.

'''What is the difference between a private group and a closed group?''' 
A private group shows in the list, but joining it needs the approval of a group administrator. A closed group does not show: only invited members can reach it.

'''Can I change my vote?''' 
Yes, as long as the vote is open. The previous vote is replaced.

'''Who can close a vote?''' 
The group administrators. Closing freezes the results.

'''The public link does not show on a discussion.''' 
Public pages are disabled by default: a Dolibarr administrator enables them in the '''Public pages''' tab of the setup.

'''Are anonymous comments published right away?''' 
No, they only show once moderated.

All the questions: [https://doc.cap-rel.fr/capdecisions/faq?lang=en documentation FAQ].

=Development=

Developments and improvements can be suggested to the project lead by email (see the headers of the source files) or through the [https://cap-rel.fr/sav-module-dolibarr/ support form].

Module CapDecisions - Revision history

Eric.seigne: CapDecisions 1.2.2

Eric.seigne: CapDecisions 1.2.1

Eric.seigne: CapDecisions 1.2.0