KSI: Mise à jour des liens officiels : vidéo, fiche KSIDol, démo et notice

2026-10-19T16:06:25Z

Mise à jour des liens officiels : vidéo, fiche KSIDol, démo et notice

KSI: Created page with "Category:Complementary modules Category:K.S.I Category:Accounting Category:Interface {{TemplateDocDev}} {{TemplateDocUtil}}

2026-07-26T06:08:28Z

Created page with "Category:Complementary modules Category:K.S.I Category:Accounting Category:Interface {{TemplateDocDev}} {{TemplateDocUtil}} <div style="border:1px solid #d7e..."

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[[Category:Complementary modules]]
[[Category:K.S.I]]
[[Category:Accounting]]
[[Category:Interface]]

{{TemplateDocDev}}
{{TemplateDocUtil}}

<div style="border:1px solid #d7e3f4; border-radius:14px; padding:22px; margin:12px 0 22px 0; background:linear-gradient(135deg,#f6faff,#ffffff); box-shadow:0 2px 10px rgba(20,60,110,0.08);">
<div style="font-size:28px; font-weight:700; color:#17365d; margin-bottom:8px;">ComptaPortal for Dolibarr</div>
<div style="font-size:18px; color:#345; margin-bottom:14px;">Secure accountant portal: authenticated, controlled access to your sales and purchase invoices, without opening Dolibarr's internal interface</div>
<div style="display:flex; flex-wrap:wrap; gap:8px; margin-top:10px;">
<span style="background:#e8f1ff; color:#17365d; padding:6px 10px; border-radius:999px; font-weight:600;">Accountant portal</span>
<span style="background:#e8f1ff; color:#17365d; padding:6px 10px; border-radius:999px; font-weight:600;">Sales & purchases</span>
<span style="background:#e8f1ff; color:#17365d; padding:6px 10px; border-radius:999px; font-weight:600;">Factur-X</span>
<span style="background:#e8f1ff; color:#17365d; padding:6px 10px; border-radius:999px; font-weight:600;">Named invitations</span>
<span style="background:#e8f1ff; color:#17365d; padding:6px 10px; border-radius:999px; font-weight:600;">ZIP export</span>
<span style="background:#e8f1ff; color:#17365d; padding:6px 10px; border-radius:999px; font-weight:600;">Secure API</span>
<span style="background:#e8f1ff; color:#17365d; padding:6px 10px; border-radius:999px; font-weight:600;">Authenticated access</span>
<span style="background:#e8f1ff; color:#17365d; padding:6px 10px; border-radius:999px; font-weight:600;">Traceability</span>
</div>
</div>

== Overview ==

'''ComptaPortal''' is an external module for '''Dolibarr ERP/CRM''' (publisher KSIDol) that adds a secure accounting extranet.

It lets a company give its accounting firm strictly limited access to its customer and supplier invoices, '''without opening Dolibarr's internal interface'''. Access is '''always authenticated''': the accountant has a named account with explicit permissions (viewing, download, e-mail sending, API).

The accountant browses, filters, downloads, receives by e-mail or retrieves through the API the validated invoices, without using Dolibarr's internal interface and without accessing any data other than what is authorised.

== Publisher and support ==

{| class="wikitable" style="width:100%; border-collapse:collapse;"
! style="width:24%; background:#f0f6ff;" | Item
! style="background:#f0f6ff;" | Information
|-
| '''Publisher'''
| '''KSIDol'''
|-
| '''Specialty'''
| Dolibarr integrator
|-
| '''Services'''
| Custom development, SaaS hosting, Dolibarr support
|-
| '''Website'''
| https://www.ksidol.io
|-
| '''Support'''
| support@ksidol.io
|-
| '''Dolistore modules'''
| https://www.dolistore.com/index.php?controller=search&orderby=position&orderway=desc&website=marketplace&search_query=k.s.i&submit_search=
|}

== Module information ==

{| class="wikitable" style="width:100%;"
! style="width:24%; background:#f7f7f7;" | Information
! style="background:#f7f7f7;" | Detail
|-
| '''Module name'''
| ComptaPortal
|-
| '''Main use'''
| Secure accounting extranet: controlled access to sales and purchase invoices
|-
| '''Type'''
| Dolibarr external module
|-
| '''Family'''
| Interface / Accounting
|-
| '''Documented version'''
| 1.0.2
|-
| '''Dolibarr compatibility'''
| Dolibarr 18.0 to 24.x
|-
| '''PHP compatibility'''
| PHP 7.4 or higher
|-
| '''Dolibarr core modification'''
| No
|-
| '''License'''
| GNU GPLv3
|-
| '''Available languages'''
| French, English, German, Spanish, Italian
|}

== Official links ==

* Demonstration video: [https://youtu.be/DYhy0qoTO6M ComptaPortal — demo (YouTube)]
* Shop: [https://www.ksidol.io KSIDol.io]
* Module page: [https://www.ksidol.io/en/modules/detail?module=main_module_comptaportal ksidol.io/en]
* K.S.I publisher page on DoliStore: [https://www.dolistore.com/index.php?controller=search&orderby=position&orderway=desc&website=marketplace&search_query=k.s.i&submit_search= K.S.I modules on DoliStore]

== Module goals ==

Streamline exchanges between the company and its accounting firm while keeping control of the data:

* give the accountant '''named''' and '''limited''' access to authorised invoices only;
* avoid sharing an internal Dolibarr account or exporting documents manually;
* trace every transmission (download, e-mail, API);
* enable automation through a read-only API for accounting software.

== For which businesses? ==

* Companies working with an '''external accounting firm''' that want to transmit invoices without opening all of Dolibarr.
* Multi-establishment companies wishing to centralise how accounting documents are made available.
* Any organisation looking to '''industrialise''' the periodic transmission of invoices to its accountant.

== Main features ==

* '''Named invitation''': e-mail, firm, language and permissions per account (customer invoices, supplier invoices, download, e-mail sending, API). Sent by e-mail or by copying the temporary link.
* '''Account creation by the accountant''': they set their own password (at least 12 characters, with uppercase, lowercase and a digit) from the received link.
* '''Company banner''': identifies the issuing company on the portal.
* '''Document search''': filters by period, origin (sales/purchases), type (invoice, credit note, down payment, progress invoice), third party and transmission status.
* '''Download''': individual PDFs, Factur-X variant when it exists.
* '''ZIP export''': archive with a CSV manifest.
* '''E-mail sending''': archive sent to one or more recipients (separated by "," or ";"), with an automatic KSIDol.io signature.
* '''Read-only API''': list and download endpoints for integration into accounting software.
* '''Traceability''': transmission log and security log.

== Security and access ==

Access to data is '''always authenticated'''; no document is reachable through a plain anonymous link.

* '''Named''' account per accountant, with explicit permissions.
* Password set by the accountant (minimum 12 characters, uppercase + lowercase + digit).
* '''Lockout''' after repeated failed logins.
* '''Session expiry''' on inactivity (configurable duration).
* '''CSRF''' token on forms.
* Security log '''without storing the IP address in clear text'''.

== Read-only API ==

Intended for integration into accounting software:

* '''list''' and '''download''' endpoints;
* '''Bearer''' authentication;
* '''hashed and revocable''' tokens;
* limited '''scopes''' and hourly call '''quota''';
* every call is logged.

== Main menus ==

The module integrates into Dolibarr's '''Accounting''' menu. A "ComptaPortal" group adds:

* '''Dashboard''' (active accounts, pending invitations, transmissions over 30 days)
* '''Invitations'''
* '''Portal accounts'''
* '''Transmissions''' (log)
* '''Configuration'''

Each entry is visible only to a user holding the associated permission.

== Configuration ==

The configuration (Accounting → ComptaPortal → Configuration) exposes in particular:

* enabling the authenticated public portal;
* public URL and portal title;
* default language;
* invitation validity duration (hours) and inactivity duration before logout (minutes);
* export limits (number of documents, size in MB);
* hourly API call quota;
* sender e-mail address and body of the message sent to the accountant.

== Daily use ==

# The company creates a named invitation and ticks the permissions.
# The accountant receives the link, creates their account and signs in.
# They search and download the invoices, export them as ZIP, or receive them by e-mail.
# To automate, they create an API token and configure their accounting software.
# Every transmission is logged.

== User permissions ==

The module declares four permissions, each protecting the corresponding menu entries:

* '''Read the ComptaPortal dashboard''' (portal/read)
* '''Manage the accountant's invitations and accounts''' (portal/write)
* '''Read the transmission and security logs''' (audit/read)
* '''Configure ComptaPortal''' (setup/write)

== Technical note ==

* Dolibarr standards respected: permissions, CSRF, <code>GETPOST</code>, escaping. '''No core modification.'''
* Hooks on the customer invoice and supplier invoice cards.
* Tables created: portal accounts, invitations, API tokens, transmissions, event log.
* The module '''exposes''' the files already produced by Dolibarr; it does not generate the invoices or the Factur-X.

== Installation ==

# Unzip the archive to get a <code>comptaportal/</code> folder.
# Copy it into <code>htdocs/custom/</code> of your Dolibarr.
# Check write permissions on <code>documents/comptaportal/temp</code> (temporary exports).
# Enable the module from Home → Setup → Modules/Applications.
# Open Accounting → ComptaPortal → Configuration to set up the portal.

== Update ==

Replace the <code>comptaportal/</code> folder with the new version, then reload the modules page. Existing tables and constants are preserved.

== Troubleshooting ==

* '''The portal is unavailable''': check that the module is enabled and that the public portal is enabled in the configuration.
* '''The invitation is invalid or expired''': generate a new invitation (configurable validity duration).
* '''E-mails are not sent''': check Dolibarr's e-mail sending and the sender address in the configuration.
* '''A PDF is unavailable''': the document must have been generated and stored by Dolibarr.

== Regulatory positioning ==

ComptaPortal makes collaboration with the accounting firm easier. It '''does not replace''' an approved electronic invoicing platform. Factur-X generation is still handled by Dolibarr or by the installed generation module.

== See also ==

* '''KSIDol signature terminal''': signing of all native Dolibarr records, compatible with every KSIDol module.
* Compatibility: Dolibarr 18.0 to 24.x — PHP 7.4+ — License GPLv3 — Publisher: KSIDol.

== Summary ==

ComptaPortal gives your accountant secure, authenticated and traced access to your sales and purchase invoices — search, download, ZIP export, e-mail sending and API — without ever opening Dolibarr's internal interface or exposing any data other than what is authorised.

Secure accounting portal for Dolibarr - Revision history

KSI: Mise à jour des liens officiels : vidéo, fiche KSIDol, démo et notice