DoliPortail

Give your clients their own space inside Dolibarr.

DoliPortail extends the native Dolibarr WebPortal with two features your clients have been waiting for: a product catalogue with online ordering and bidirectional document sharing between your team and each client. Everything runs on your server. No SaaS. No subscription.

🛒 Product Catalogue & Online Ordering

Your clients browse your product catalogue filtered by category, view real-time prices and stock levels, add items to their cart and place orders — all from the portal. Each order is created directly in Dolibarr (llx_commande) with Draft status and tagged module_source=doliportail, ready for your team to review and validate.

• ✅ Category navigation (up to 2 levels)
• ✅ Price level per client (price_level)
• ✅ HT-only for VAT-registered clients, HT+TTC for end consumers
• ✅ Session cart — no database overhead
• ✅ Order confirmation page (consume-once session)
• ✅ Back-office menu: Sales → Portal Orders

📁 Bidirectional Document Sharing

Stop emailing files back and forth. DoliPortail gives admins and clients a shared, structured document space directly inside Dolibarr.

• ✅ Admin → Client: push contracts, quotes, invoices, T&Cs
• ✅ Admin requests → Client: ask for ID, bank details, certificates
• ✅ Client → Admin: client uploads requested files from the portal
• ✅ Full status workflow: pending → submitted → accepted / rejected
• ✅ Reject with mandatory comment, re-upload creates a new version (chained)
• ✅ Secure download via Dolibarr ECM native hash (document.php?hashp=)
• ✅ All files stored in Dolibarr's own ECM — no external storage

🗂️ DoliPortail Tab on Third-Party Cards

A dedicated tab appears on every third-party record in Dolibarr back-office. Admins manage documents, pending requests and status at a glance — upload, download, delete, reject — without leaving the client file.

🔒 Built with Security in Mind

• Zero modifications to Dolibarr core tables
• CSRF tokens on every POST form
• fk_soc session check on every data access — no cross-client leaks
• Path traversal protection on file downloads (realpath() prefix check)
• Server-side MIME validation (finfo_file())
• Scoped CSS prefixed dp- — zero style collisions with your theme

1. Install & activate → Drop in custom/doliportail/, activate WebPortal first, then DoliPortail.
2. Set up your catalogue → Create a root category named WEBPORTAL_CATALOG, attach products.
3. Enable document sharing → Go to a third-party card, open the DoliPortail tab, push a document or create a request.
4. Your client logs in → They see their catalogue, cart, orders and document inbox.
5. You validate → Draft orders appear under Sales → Portal Orders for your team to confirm.

Requirements: PHP 7.4+ · MySQL 5.7+ / MariaDB 10.3+ · Native WebPortal module must be enabled first.

Your Data. Your Server. Your Rules.

DoliPortail installs on your own Dolibarr instance. Client orders, uploaded documents and portal activity never leave your infrastructure. One-time purchase — no monthly subscription, no external API dependency.

🚀 What's Coming in V2

Product variants · Min/max quantities · Cart persistence (multi-session) · Automated order status email notifications · In-app messaging per order/document · Online payment (Stripe / PayPlug) · Electronic signature (YouSign / DocuSign)

Turn Dolibarr into a real client portal — today.

DoliPortail: online ordering + document exchange, natively integrated into your ERP.

📧 Support: support@dzprod.net
🔧 Actively developed — V2 roadmap already in progress