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Foundation Administrator Tasks: Difference between revisions
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'''When:''' When a topic to post a news come. Good frequency is at least 1 post per week (major or minor news). | '''When:''' When a topic to post a news come. Good frequency is at least 1 post per week (major or minor news). | ||
'''Estimated monthly duration:''' | '''Estimated monthly duration:''' 2h | ||
'''How:''' | '''How:''' | ||
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'''When:''' Change survey on dolibarr.org and dolibarr.fr (At least once a month) | '''When:''' Change survey on dolibarr.org and dolibarr.fr (At least once a month) | ||
'''Estimated monthly duration:''' | '''Estimated monthly duration:''' 0.2h | ||
'''How:''' | '''How:''' | ||
Add a new survey into Joomla backoffice and post a news onto communication networks (social networks, mailing-list) to invite to vote. | Add a new survey into Joomla backoffice and post a news onto communication networks (social networks, mailing-list) to invite to vote. | ||
== Moderate Dolibarr Forum == | |||
'''When:''' a mail is receive by an forum administrator | |||
'''How:''' Banned or approve a message | |||
== Process request to make advertising on Dolibarr web site == | |||
'''When:''' When someone ask to use Dolibarr banners. | |||
'''Estimated monthly duration:''' 0.1h | |||
'''How:''' | |||
Add a new banner with duration onto Joomla Backoffice. Send invoice to requester. | |||
= Accountancy = | = Accountancy = | ||
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1) Run script rebuild_merge_pdf to create a PDF with all customer invoices (subscriptions) with payments during the quarter, on each bank account: | 1) Run script rebuild_merge_pdf to create a PDF with all customer invoices (subscriptions) with payments during the quarter, on each bank account: | ||
< | <syntaxHighlight lang="bash"> | ||
cd /home/dolibarr/asso.dolibarr.org/dolibarr | cd /home/dolibarr/asso.dolibarr.org/dolibarr | ||
scripts/invoices/rebuild_merge_pdf.php filter=payments 20130101 20130331 filter=bank CEP filter=excludethirdparties 962 lang=fr_FR regenerate=crabe | scripts/invoices/rebuild_merge_pdf.php filter=payments 20130101 20130331 filter=bank CEP filter=excludethirdparties 962 lang=fr_FR regenerate=crabe | ||
scripts/invoices/rebuild_merge_pdf.php filter=payments 20130101 20130331 filter=bank Caisse filter=excludethirdparties 962 lang=fr_FR regenerate=crabe | scripts/invoices/rebuild_merge_pdf.php filter=payments 20130101 20130331 filter=bank Caisse filter=excludethirdparties 962 lang=fr_FR regenerate=crabe | ||
</ | </syntaxHighlight> | ||
Rename all generated files (found onto server into '''/home/dolibarr/asso.dolibarr.org/dolibarr_documents/facture/temp''') to replace "'''merged_payments_'''" with "'''Cotisations_'''" | Rename all generated files (found onto server into '''/home/dolibarr/asso.dolibarr.org/dolibarr_documents/facture/temp''') to replace "'''merged_payments_'''" with "'''Cotisations_'''" | ||
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If there is no generated files, put instead an empty text files, into this directory, with name "Aucune adhésion par paiement sur CEP au Xeme trim.txt" | If there is no generated files, put instead an empty text files, into this directory, with name "Aucune adhésion par paiement sur CEP au Xeme trim.txt" | ||
2) Run script rebuild_merge_pdf to create PDF with customer invoices for generic Dolistore client, with payment during the quarter, on each bank account | 2) And to get invoices for subscriptions done onto paypal: | ||
< | <syntaxHighlight lang="bash"> | ||
cd /home/dolibarr/asso.dolibarr.org/dolibarr | |||
scripts/invoices/rebuild_merge_pdf.php filter=payments 20130101 20130331 filter=bank Paypal filter=excludethirdparties 50 lang=fr_FR regenerate=crabe | |||
</syntaxHighlight> | |||
Rename all generated files (found onto server into '''/home/dolibarr/asso.dolibarr.org/dolibarr_documents/facture/temp''') to replace "'''merged_payments_'''" with "'''Cotisations_'''" | |||
Save all generated PDF (found onto server into '''/home/dolibarr/asso.dolibarr.org/dolibarr_documents/facture/temp''') into directory | |||
'''/compta/Cotisations encaissées via Paypal''' | |||
3) Run script rebuild_merge_pdf to create PDF with customer invoices for generic Dolistore client, with payment during the quarter, on each bank account | |||
<syntaxHighlight lang="bash"> | |||
cd /home/dolibarr/asso.dolibarr.org/dolibarr | cd /home/dolibarr/asso.dolibarr.org/dolibarr | ||
scripts/invoices/rebuild_merge_pdf.php filter=payments 20130101 20130331 filter=bank CEP filter=onlythirdparties 962 lang=fr_FR regenerate=crabe | scripts/invoices/rebuild_merge_pdf.php filter=payments 20130101 20130331 filter=bank CEP filter=onlythirdparties 962 lang=fr_FR regenerate=crabe | ||
scripts/invoices/rebuild_merge_pdf.php filter=payments 20130101 20130331 filter=bank Caisse filter=onlythirdparties 962 lang=fr_FR regenerate=crabe | scripts/invoices/rebuild_merge_pdf.php filter=payments 20130101 20130331 filter=bank Caisse filter=onlythirdparties 962 lang=fr_FR regenerate=crabe | ||
</ | </syntaxHighlight> | ||
Rename all generated files (found onto server into '''/home/dolibarr/asso.dolibarr.org/dolibarr_documents/facture/temp''') to replace "'''merged_payments_'''" with "''' | Rename all generated files (found onto server into '''/home/dolibarr/asso.dolibarr.org/dolibarr_documents/facture/temp''') to replace "'''merged_payments_'''" with "'''Ventes_Dolistore_via_CEP_ou_Caisse_'''" | ||
Save all generated PDF into directory | Save all generated PDF into directory | ||
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If there is no payment files, put instead an empty text files, into this directory, with name "Aucun achat via DoliStore via CEP.txt" | If there is no payment files, put instead an empty text files, into this directory, with name "Aucun achat via DoliStore via CEP.txt" | ||
4) Run export of bank receipt for month of quarter on each bank account | 4) Run export of bank receipt for month of quarter on each bank account | ||
< | <syntaxHighlight lang="bash"> | ||
cd /home/dolibarr/asso.dolibarr.org/dolibarr | cd /home/dolibarr/asso.dolibarr.org/dolibarr | ||
scripts/bank/export-bank-receipts.php CEP 201301 excel2007 lang=fr_FR | scripts/bank/export-bank-receipts.php CEP 201301 excel2007 lang=fr_FR | ||
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scripts/bank/export-bank-receipts.php Caisse 201302 excel2007 lang=fr_FR | scripts/bank/export-bank-receipts.php Caisse 201302 excel2007 lang=fr_FR | ||
scripts/bank/export-bank-receipts.php Caisse 201303 excel2007 lang=fr_FR | scripts/bank/export-bank-receipts.php Caisse 201303 excel2007 lang=fr_FR | ||
</ | </syntaxHighlight> | ||
Save all generated Excel files (found onto server into '''/home/dolibarr/asso.dolibarr.org/dolibarr_documents/bank/temp''') into directory | Save all generated Excel files (found onto server into '''/home/dolibarr/asso.dolibarr.org/dolibarr_documents/bank/temp''') into directory | ||
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> Transfert vers CEP (Cotisations X + Ventes Clients Dolistore Paypal Y) | > Transfert vers CEP (Cotisations X + Ventes Clients Dolistore Paypal Y) | ||
X is sum of all subscriptions found for month, onto PDF generated at step | X is sum of all subscriptions found for month, onto PDF generated at step 2, Y is (amount of line - X). | ||
6) Go into GED module of the foundation Dolibarr, section '''Supplier invoices'''. Sort on date. | 6) Go into GED module of the foundation Dolibarr, section '''Supplier invoices'''. Sort on date. | ||
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== If a paypal dispute email was received == | == If a paypal dispute email was received == | ||
Just read dispute and try to find a solution. | Just read dispute and try to find a solution. | ||
== If customer request help == | |||
Remind him to call to author | |||
== If customer request payment back == | |||
Make the refund on payment system + into dolistore backoffice. | |||
== Other email == | == Other email == | ||
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A member of the foundation office will process them. | A member of the foundation office will process them. | ||
Note: Once processed, EMails | |||
Note: Once processed, EMails must be moved into a specific dir (for example "'''Dolistore - Assistance traitées'''", ...) | |||
= Validate new uploaded modules = | = Validate new uploaded modules = | ||
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'''When:''' Once a month, send a remind for late subscriptions | '''When:''' Once a month, send a remind for late subscriptions | ||
'''Estimated monthly duration:''' 0. | '''Estimated monthly duration:''' 0.2h | ||
'''How:''' | '''How:''' | ||
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== Record new subscriptions == | == Record new subscriptions == | ||
'''When:''' When an email saying a subscription was paid | '''When:''' When an email saying a subscription was paid or cheque is received. | ||
'''Estimated monthly duration:''' | '''Estimated monthly duration:''' 3h | ||
'''How:''' | '''How:''' | ||
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* Edit Dolistore back office to add/disable admin permissions for user. | * Edit Dolistore back office to add/disable admin permissions for user. | ||
= Dolistore | = Dolistore = | ||
== Promotion of the month == | |||
'''When:''' Once a month, create the "Promotion of the month" | '''When:''' Once a month, create the "Promotion of the month" | ||
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Setup Dolistore to add promotion and post a news onto facebook - twitter - google+ - mailing list foundation. | Setup Dolistore to add promotion and post a news onto facebook - twitter - google+ - mailing list foundation. | ||
Remove promotion for previous "Promotion of the month". | Remove promotion for previous "Promotion of the month". | ||
== Process request to Dolistore supplier payments == | |||
'''When:''' Once requested by supplier | |||
'''Estimated monthly duration:''' 4h | |||
'''How:''' | |||
Enter supplier invoice and make withdrawal. Answer requester by email. | |||
= Support on Wiki and Doliforge = | = Support on Wiki and Doliforge = | ||
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'''How:''' | '''How:''' | ||
There is some page to list companies that use Dolibarr or provide support on it (For example all subpages of page [ | There is some page to list companies that use Dolibarr or provide support on it (For example all subpages of page [https://partners.dolibarr.org List of Dolibarr partners and providers]. Visitor can add their record themself, except for their URLs because of antispam system (only white-list URLs are allowed). | ||
If a visitor send a mail to ask to add its URL, this is what to do: | If a visitor send a mail to ask to add its URL, this is what to do: | ||
* Go into the whitelist page: http://wiki.dolibarr.org/index.php/MediaWiki:Spam-whitelist | * Go into the whitelist page: http://wiki.dolibarr.org/index.php/MediaWiki:Spam-whitelist | ||
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* Answer EMail to tell user he can now add its URL into its card. | * Answer EMail to tell user he can now add its URL into its card. | ||
= Specific development or | = Specific development or tasks on Dolibarr project = | ||
'''When:''' When there is time to work on this. | '''When:''' When there is time to work on this. | ||
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= Admin Proxmox = | = Admin Proxmox = | ||
[[File::Warning]] There is no more Proxmox server. | |||
'''When:''' When there is a need for a new VM. | '''When:''' When there is a need for a new VM. | ||
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'''/var/lib/vz/template/cache''' | '''/var/lib/vz/template/cache''' | ||
* To restore a VM after a corruption of server: | * To restore a VM after a corruption of server: | ||
<syntaxHighlight lang="bash"> | |||
cd /var/lib/vz/dump | |||
vzrestore vzdump-openvz-200.tar 202 | |||
</syntaxHighlight> | |||
''' | Once restoration is done, if this is a copy of an old VM, from Proxmox web interface, do: | ||
* Add ip address on new VM with a new IP address | |||
* Remove old ip address to avoid duplicate use by 2 different VMs. | |||
* Change hostname on tab DNS of the VM. | |||
* Set memory of the new VM | |||
* Log into ssh: Change apache virtual host to set new host name | |||
* For prestashop, if VM has a new url, go into database to set correct url into table '''ps_configuration''' (var PS_SHOP_DOMAIN, PS_SHOP_DOMAIN_SSL, CANONICAL_URL) and '''ps_shop_url''' | |||
* For wiki, if VM has a new url, go into database to set correct url into file LocalSettings.php | |||
* If VM is a backup VM, disabled also root cron tasks | |||
= Admin Public Cloud = | |||
... | |||
= Report its time spent on the Dolibarr of foundation = | |||
'''When:''' At beginning of a new month for previous month | |||
'''Estimated monthly duration:''' 0.2h | |||
'''How:''' | |||
Filling the reporting sheet of time spent. | |||
= Annex = | = Annex = | ||