Module cdav (sync CalDAV/CardDAV server) EN

Informations

Module name cdav (sync CalDAV/CardDAV server)
Editor / Editeur Befox
Download or buy page / Page achat ou téléchargement Dolistore
Status / Statut / Estado Stable
Prerequisites / Prérequis Dolibarr min version 7.x   
Last update date / Date mise à jour fiche / Fecha última actualización 2019-04-29
Note / Nota


Vocation

This module for Dolibarr 7.0/8.0/9.0 add CardDAV / CalDAV and ICS synchronisation. It uses included Sabre/DAV server library.

You can :

  • Read and edit calendars through CalDAV
  • Read and edit project tasks through CalDAV
  • Read and edit address books through CardDAV
  • Read calendars through ICS Full version or only Free/Busy (hide details)
  • Access Dolibarr documents through WebDAV (if admin)
  • Generate project tasks from documents like proposals and/or orders

Each user can access his/her contacts address book (public and own private contacts), his/her own calendar and other users calendars according to his/her rights.

Dolibarr contact informations fill personnal informations in client software cards (including contact photo).

Society informations (to which contact is attached) fill professional informations in client software cards.

Cards updated in client software fill only Dolibarr contacts (not Society).

It is possible to select which contacts to sync with CDAV_CONTACT_TAG configuration value in Home / Setup / Other setup. Enter a contact tag value and then only contacts with this tag will be synced (empty value for all).

Calendar records with "Status / Percentage" set to "Not applicable" are converted to events in CalDAV (VEVENT), others are converted to tasks (VTODO).

Recurring events are not handled (Dolibarr does not handle them).

New in version 2.x

(since Dolibarr 8.0 & 9.0) : automatic tasks generation in projects with services from linked Propositions and/or Orders

Module setup offers you to :

  • generate tasks from linked docuement(s) OR not
  • synchronize project tasks as calendar events AND/OR todo tasks
  • set up 3 initial tasks that will appear before services coming from document(s)
  • set up 3 final tasks that will appear after services coming from document(s)
  • define user role in project to select user to attribute on generated tasks from document(s)
  • define user role on new project task creation
  • define start and end time of a working day
  • restrict services to be converted as task by specifying a tag
  • force generation of tasks for each service lines from attached documents with cdav duration if tag is missing

Durations are retrieved from service's card if defined (minutes, hours, days or weeks only), otherwise from extrafield filled in documents All tasks are begining at the starting date of the project, at the begining of the working day Multi-day durations tasks are maintained as a single task, eg from 31/07/2018 at 8am to 02/08/2018 at 7pm

Usage :

  • Manually create a project, link it to a third party, and set up the date ; leave it in draft status
  • Attach document(s) : proposals or orders including at least 1 concerned service.
  • Affect contact(s) with correct role
  • Validate project : all tasks are created ; use your ics client software to retrieve and drag-drop events if necessary

Notes :

  • Description of services are useful to create subtasks if '- ' are detected at the begining of a line ; then, with DAVx⁵ (CalDAV/CardDAV Synchronization and Client) and Tasks (Keep track of your list of goals) you will be able to use checkboxes for these tasks
  • If you chose to synchronize project tasks as calendar events AND todo tasks, modifying a task will autoamticaly modify the corresponding event and reciprocally.
  • Tasks can be modified from client application but not cancelled : Dolibarr keep trace of last affectation
  • After generating tasks, you can modify/complete each of them or create more tasks manually (here too you can fill description zone with '- ' at the begining of lines to create subtasks)


Help improvements

If you find the module is useful and want to finance improvements, consider to pay it on Dolistore

How to install

PHP between 5.6.x and 7.3.x is required.

Dolibarr native calendar module must be activated before installing CDav module.

Unzip module_cdav.zip in dolibarr/htdocs or in dolibarr/htdocs/custom folder.

Enable CDav module in Interfaces Modules list.

It would add a link in Agenda left menu and in Contacts left menu to access DAV / ICS URLs.

Use these URLs in your CardDAV or CalDAV client software.

How to upgrade

  • Disable CDav module in Interfaces Modules list.
  • Unzip last version or _git pull_ in dolibarr/htdocs/cdav
  • Enable CDav module in Modules list.


DAV URLs

Thunderbird

Thunderbird (with Lightning, TBSync and its Provider for CalDAV/CardDAV addons) needs a precise URL for each address book and calendar.

DAVx⁵

DAVx⁵ can detect automatically address book and all existing calendars (if an event exists) with generic DAV URL

You can use a tasks application to manage Dolibarr tasks (VTODO) on Android. DAVx⁵ is compatible with OpenTasks.

Be carefull, if you use https, DAVx⁵ needs a valid SSL certificate, excluding auto-signed certificates.

DAVx⁵ is also available on F-Droid.

iOS

iOS uses _principals_ url to grab list of CalDAV or CardDAV resources

WebDAV

Admin users can also access Dolibarr documents through WebDAV with WebDAV URL

Troubleshooting

To test cdav module, you can use DAVx⁵ url in a web browser. Error messages are clearer.

Apache web server

Apache *rewrite* module is necessary if you use fcgi or php-fpm mode. In this case, .htacess file in cdav module has to be read by Apache or reported in your Apache configuration.

    SetEnvIf Authorization "(.*)" HTTP_AUTHORIZATION=$1

or

    <IfModule mod_fastcgi.c>
    	<IfModule mod_rewrite.c>
    		RewriteEngine on
    		RewriteRule .* - [E=HTTP_AUTHORIZATION:%{HTTP:Authorization}]
    	</IfModule>
    </IfModule>

It is recommanded to *disable* these Apache modules : *dav* / *dav_fs* / *dav_lock*

nginx web server

To solve authentication loop, add these directives to your nginx "location" rubrique :

    fastcgi_param PHP_AUTH_USER $remote_user;
    fastcgi_param PHP_AUTH_PW $http_authorization;

or

    fastcgi_pass_header Authorization;

nginx reverse proxy

To solve authentication loop, add this directive to your nginx "location" rubrique :

    proxy_pass_header Authorization;