Dolibarr ERP CRM Wiki

Foundation Administrator Tasks: Difference between revisions

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Foundation Administrator Tasks (view source)

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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 =
== Moderate Dolibarr Forum ==
== On both forum dolibarr.fr and dolibarr.org ==
'''When:''' a mail is receive by an forum administrator
'''When:''' a mail is receive by an forum administrator
 
'''How:''' Banned or approve a message


== Process request to make advertising on Dolibarr web site ==
== Process request to make advertising on Dolibarr web site ==
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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:
<source lang="bash">
<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
</source>
</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:
<source lang="bash">
<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
</source>  
</syntaxHighlight>  


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_'''"
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"
3) And to get invoices for subscriptions done onto paypal:
<source 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
</source>
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'''


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
<source lang="bash">
<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
</source>
</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 3, Y is (amount of line - X).
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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'''How:'''
'''How:'''


There is some page to list companies that use Dolibarr or provide support on it (For example all subpages of page [[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).
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 taks on Dolibarr project =
= 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:
TODO


= Send monthly report to the Dolibarr foundation team =
<syntaxHighlight lang="bash">
'''When:''' At beginning of a new month for previous month
cd /var/lib/vz/dump
vzrestore vzdump-openvz-200.tar 202
</syntaxHighlight>


'''Estimated monthly duration:''' 0.2h
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


'''How:'''
= Admin Public Cloud =
Send the following email to the Dolibarr foundation board mailing-list:


"This is report of my activity for month ____________
...


* Post news frequently on social networks: Estimated monthly duration: 2h, Nb of news posted: ______
= Report its time spent on the Dolibarr of foundation  =
'''When:''' At beginning of a new month for previous month


* Add new survey on dolibarr.org and dolibarr.fr and send request to vote on social networks: Estimated monthly duration: 0.2h, Survey done: ______________
'''Estimated monthly duration:''' 0.2h


* Process request to make advertising on Dolibarr web site. Estimated monthly duration: 0.1h. New banner customer this month: ___yes/no_____
'''How:'''
 
Filling the reporting sheet of time spent.
* Monthly conciliation. Estimated monthly duration: 3h, Conciliation for past month ____(done/not done)___
 
* Generate documents for book keeper. Currently, out of scope.
 
* Manage Emails received for Dolistore support. Estimated monthly duration: 4h.
 
* Validate new uploaded modules. Estimated monthly duration: 1h, Estimated number of modules validated this month: _________
 
* Process requests for new Preferred Partner program. Estimated monthly duration: 0.5h
 
* Process expired Preferred Partner program. Estimated monthly duration: 0.2h
 
* Manage Foundation members - Send remind for subscription. Estimated monthly duration: 0.2h. Remind for this month: ___sent/not sent____
 
* Manage Foundation members - Record new subscriptions. Estimated monthly duration: 3h. Estimated number of subscriptions or renewals processed this month: __________
 
* Manage Foundation board members. Estimated monthly duration: 0.1h.
 
* DoliStore - Promotion of the month. Estimated monthly duration: 0.5h. Product selected for promotion: __________
 
* DoliStore - Process request to Dolistore supplier payments. Estimated monthly duration: 4h.
 
* Support on Wiki and Doliforge - Process request for account/project. Estimated monthly duration: 0.5h
 
* Support on Wiki and Doliforge - Process request to add URL onto wiki pages. Estimated monthly duration: 0.1h
 
* Admin Proxmox. Estimated monthly duration: 0.1h
 
Total monthly charges for recurrent actions: 19.7 h
 
* Specific development or tasks on Dolibarr project. Estimated monthly duration: 8h. Time really spent this month: ___________
 
Total to charge: (19.7h + ______ ) * 15€/h HT = ________
 
"


= Annex =
= Annex =
Retrieved from "https://wiki.dolibarr.org/index.php/Special:MobileDiff/32741...55665"