SmartInterventions - Interventions sur smartphone, double signature et parc d'éq

Sus técnicos rellenan su informe en su propio móvil, firman con el cliente allí mismo, y el PDF sale sin que nadie tenga que volver a teclear nada en la oficina.

SmartInterventions amplía las fichas de intervención nativas de Dolibarr con una aplicación móvil instalable, dos firmas manuscritas, la gestión de un parque de equipos y un editor visual de maquetación PDF.

Importante: requisitos de la aplicación móvil

El módulo funciona por completo dentro de Dolibarr sin nada más. La aplicación móvil (PWA), en cambio, solo funciona si se cumplen las condiciones siguientes. Compruébelas antes de comprar: una aplicación móvil inaccesible porque no se cumplen no es un defecto del módulo y no da derecho a reembolso.

• Una dirección web pública en HTTPS para la aplicación, a elegir:
  • un host virtual, creado por usted o por su proveedor de alojamiento, con un certificado HTTPS válido, que apunte directamente a la carpeta pwa del módulo, raíz de la aplicación;
  • o una suscripción a DoliProxy, de pago e independiente de la compra del módulo, que proporciona la dirección, el certificado y la configuración: doliproxy.fr
• Los módulos complementarios indicados, en su caso, en los requisitos de esta ficha, instalados y activados

La creación del host virtual, del nombre de dominio y del certificado corresponde a su alojamiento: no está incluida en el precio del módulo.

La aplicación móvil

Una aplicación web progresiva (PWA), instalable en la pantalla de inicio de Android y iOS, limitada estrictamente a las intervenciones asignadas al técnico conectado. Sin límite en el número de técnicos: basta con una cuenta de usuario de Dolibarr.

• Lista de las intervenciones del día, vista de calendario mensual y búsqueda.
• Dirección de la intervención con su punto GPS y enlace directo a la aplicación de navegación.
• Teléfono del cliente pulsable.
• Informe escrito con el teclado o dictado con el asistente de voz del teléfono.
• Fotos tomadas desde la propia aplicación, con anotación: coloque un marcador en un punto exacto para señalar qué se ha sustituido.
• Modo sin conexión: el técnico sincroniza antes de perder cobertura, trabaja sin conexión y vuelve a sincronizar al regresar.
• Borradores guardados automáticamente: un informe a medio rellenar sobrevive a un corte de red o a una recarga.
• Modo oscuro, escala de la interfaz y tres interfaces distintas según el dispositivo (teléfono, tableta, escritorio).

Dos firmas, in situ

• Firma del técnico y firma del cliente, separadas, recogidas en el teléfono o la tableta al terminar la intervención.
• Almacenadas por separado y representadas una al lado de la otra en todas las plantillas PDF incluidas.
• Queda disponible un modo complementario de firma en línea tras la validación, para cuando el cliente no está presente: enlace enviado por correo, o el módulo UptoSign para una firma electrónica cualificada.

Parque de equipos

• Emplazamientos, equipos y controles periódicos, cada uno con sus coordenadas GPS.
• Plancha de códigos QR imprimible para identificar cada unidad in situ: el técnico escanea y llega a la ficha correcta.
• Habilitaciones: vincule cada técnico a las familias de equipos que tiene derecho a controlar.
• Importación masiva desde un archivo CSV, con anulación del lote si algo va mal.

Consumibles y existencias

• Desde el teléfono, el técnico consulta el subconjunto del catálogo que usted ha elegido y añade las piezas colocadas.
• Números de serie, números de lote, fechas de caducidad y garantías se siguen línea por línea.
• Al pasar al estado terminado, las existencias se descuentan automáticamente, del almacén del técnico o del almacén por defecto.
• Presupuesto in situ: proponga líneas al cliente y genere la propuesta comercial desde el terreno.

Documentos PDF

• Tres plantillas PDF incluidas (ficha, dossier completo, recorrido de parque) y dos plantillas ODT, más un editor visual de maquetación por arrastrar y soltar: compone sus informes sin escribir una línea de código.
• Portada, fondos personalizables, fotos incorporadas y anexos PDF fusionados en el archivo final.

Formularios dinámicos por oficio

Un oficio no se programa, se importa. Cargue un esquema JSON y el módulo obtiene de él tanto el formulario que se rellena en el teléfono como la maquetación del PDF: lista de comprobación de seguridad contra incendios, levantamiento técnico, formulario de tipo CERFA, peritaje de siniestro. Añadir un campo de negocio significa editar el esquema, no desarrollar una pantalla.

Para quién

• Cualquier empresa que envíe técnicos al terreno: mantenimiento, seguridad contra incendios, ascensores, fotovoltaica, tratamientos, peritaje.
• Equipos que quieren dejar de teclear todo dos veces, una en papel y otra en Dolibarr.

Requisitos

• Dolibarr 18.0 o superior (probado y soportado hasta la 23).
• PHP 7.4 o superior.
• Módulos de Dolibarr: Terceros, Intervenciones, Productos, Servicios, Tareas programadas, Facturación, ECM.
• El módulo SmartAuth, gratuito, que sostiene la autenticación de la aplicación móvil.
• Un host virtual dedicado es necesario para publicar la parte móvil, en un servidor Apache. Si no puede crear uno, póngase en contacto con nosotros: un proxy frontal cumple la misma función.

Instalación

• Inicio, Configuración, Módulos, Desplegar un módulo externo, y envíe el zip.
• El módulo queda entonces disponible y se puede activar.

Documentación completa: doc.cap-rel.fr/smartinterventions.

Pruébelo en un Dolibarr instalado en menos de 20 segundos: dolitry.fr/smartinterventions.

Qué incluye la compra

• El módulo y el acceso a sus actualizaciones durante el periodo indicado en esta ficha
• La corrección de errores, incluidos los que usted nos comunique
• Un correo electrónico en cada nueva versión publicada

Para enterarse automáticamente de las nuevas versiones, de este módulo y del ecosistema Dolibarr en general, suscríbase en dolinews.com: allí publicamos nuestros anuncios de versión.

Soporte

El soporte pasa por nuestro formulario de soporte, no por los comentarios de esta ficha.

El soporte no es gratuito. Usted quiere personas competentes al otro lado: es normal que se les pague ese tiempo. El precio mostrado cubre el módulo y sus actualizaciones. No cubre la instalación ni la configuración de su Dolibarr, ni la formación de sus equipos, ni desarrollos específicos, ni el diagnóstico de un entorno que no alojamos nosotros.

Un error reproducible del módulo se corrige sin coste, forma parte de las actualizaciones anteriores.

Antes de comprar

• Compruebe las versiones de Dolibarr y de PHP indicadas al principio de esta ficha: más allá, el módulo no está probado
• Los módulos se despliegan desde Inicio > Configuración > Módulos > Desplegar un módulo externo, lo que requiere un directorio custom activo en su instalación
• Si el módulo se apoya en un servicio en línea, la suscripción a ese servicio es independiente de la compra del módulo y se indica más arriba

Editor

Módulo desarrollado por CAP-REL, bajo licencia GPL-3.0-or-later. Documentación en línea en doc.cap-rel.fr.

Historial de versiones

2.0.88 -- 2026-11-12

• Restrict external accounts to their own company and the customers they are sent to
• Hide private notes and staff e-mails and logins from external accounts
• Serve site plans and equipment photos to an external account only for its company
• Keep signed, invoiced, canceled and archived interventions locked from the app
• Reopen a finished intervention from the app by setting it back in progress
• Receive the technician alert mail once per status change, not at every save
• Link equipments from the app only to products and contract lines of their customer
• Show text typed in the app as text on cards, agenda events, quotes, invoices and PDFs
• Find in text search and unassigned lists only the interventions the user may open
• See part lines and PDF photos only from interventions the user may open
• Pick the intervention address among the contacts of its customer only
• Link an equipment only to sites, parents and responsibles of its own customer
• Run bulk OK checks only on equipments of the intervention customer
• Take part line stock from the technician's warehouse unless the user holds the stock right
• Keep the satisfaction questions of each entity out of reach of the other entities
• Refuse equipment schema references that are not a plain identifier
• Refuse malformed equipment and inspection dates sent by the app instead of storing them
• Refuse imported schemas declaring a field type outside the documented list
• Fall back to Helvetica when a PDF layout asks for a font the module does not offer
• Read the technician text field as visit notes, each save adding a dated entry to the log
• Fold the app form into the sections of Dolibarr and schema separators, opened or closed
• See extrafields and intervention type fields in their configured order in the app
• Save intervention type values again when the schema declares separators
• See ticked boxes and filled values in schema PDF checklists instead of question marks
• Find the signatures taken in the app inside the signature boxes of schema PDFs
• Read long field labels of schema PDFs wrapped instead of printed over their value
• Read photo captions as field labels, in before, during, after order, on intervention PDFs
• Read the planning again: appointments to assign get their own column beside technicians
• Keep intervention type switches off when the technician saves without touching them
• Schema fields now live in the Dolibarr core table, existing ones are moved on upgrade
• See the day's workload, activity, pipeline and alerts at a glance on a new dashboard
• Avoid duplicate records and supplier orders when a button is clicked twice
• Keep an intervention photo's title, caption and tags inside the image file
• Save an edited photo title or caption without taking the photo again
• Keep the text of a photo note, which no longer overwrites the intervention description
• Pick a supplier on the parts dashboard and a customer in the equipment import again
• See the customer, site address, project and contact on each technician's agenda event
• Color technician agenda events by type, on-site intervention by default
• Move technician agenda events when the planned date, duration or address changes
• Guide the technician to the site picked as intervention address, not the customer head office
• Print the intervention address on the intervention PDFs when a customer site is picked
• Keep photos inside the page frame of the smartinterbase PDF, moving them to the next page
• Show the footer and page number on every page of the smartinterbase PDF
• Follow back-office billed, closed and reopened statuses in the app, without customer mails
• Send the technician's upcoming interventions first, without canceled or archived ones
• Print equipment QR labels as PDF, PNG or Brother .lbx, format and tape width set per device
• Open a customer's existing equipment park from their sheet in the app
• Invite anyone to scan and report a problem with a call-to-action printed on QR labels
• Print sparser, sturdier QR codes with optional short addresses, rewrite rule shipped for Apache
• See the technicians' app and public pages addresses side by side, flagged when identical
• Set the intervention type and planning when creating it (thanks to contrib from Stéphane)
• Download the stored JSON of an installed schema (thanks to contrib from Stéphane)
• Filter, sort and bulk delete installed schemas in a list (thanks to contrib from Stéphane)
• View, download or import a catalog schema from its line (thanks to contrib from Stéphane)
• See the default values a schema gives, in its detail (thanks to contrib from Stéphane)
• Add the device name to the technician signer, as an option (thanks to contrib from Stéphane)
• Find interventions created in Dolibarr in the app lists, even with no module field filled in
• Keep only an active intervention schema as intervention type on the intervention card
• Keep JSON data valid and note line breaks when editing an equipment, a site or a part line
• Open the performance dashboard again, it stopped with an error before showing its period
• Read translated titles instead of raw codes on the park report and schema layout PDFs
• Filter, sort and choose the columns of a customer's parts tab like any Dolibarr list
• Filter, sort and choose the columns of an intervention's parts tab like any Dolibarr list
• Filter, sort and choose the columns of a product's interventions tab like any Dolibarr list
• Filter and sort the reported anomalies, and change the status of several at once with a note
• Filter, sort and choose the columns of the client validations list like any Dolibarr list
• Filter and sort the quality feedbacks and see each one's average rating as stars
• Keep part prices hidden from technicians in every display mode, sorting on them included
• Open an intervention's parts tab only with the right to read interventions
• See the stock kept at a customer and create its client and site warehouses from its Stock tab
• Read the equipment type by its name in the app, on the equipment sheet and in the park
• Select equipments for a grouped "all OK" check when their type allows it

2.0.86 -- 2026-10-08

• Customer history, photo album and downloads only show interventions the user may access
• Signer name and GPS position are kept with each signature and printed on the PDF
• Interventions, equipment, certifications, serials and sites stay within the user's entities
• Mass actions, QR sheets and admin actions each check their own right
• The layout editor is now reserved to administrators
• Part line cost, warehouse, product and project can no longer be forged from the mobile app
• Schema import checks field names, sizes and formulas before they reach the database
• Operator registry CSV export neutralises spreadsheet formulas
• Public anomaly captcha is single use and public pages share one request rate limit
• API keys and customer data are no longer written to the logs
• Fix Letter page format printed as A4 on PDF reports
• Fix ODT generation on Dolibarr 19 and later when a template has no lines block
• Fix free-text parts refused with recent smartauth versions
• Fix a page refresh inside the mobile app on servers using mod_rewrite
• Fix product tab lines opening another intervention than their own
• Fix the online signature link of a finished intervention, which named no intervention
• Fix the PDF settings tab, which failed to open instead of offering the background upload
• Equipment import finds parents within the customer and reads multi-line fields
• Legacy site addresses are migrated instead of being lost
• Back office available in Dutch and Brazilian Portuguese, admin pages fully translated
• Certification categories are editable as a dictionary
• Faster repricing, parts dashboard and part line card
• Customer mails show on the events tab and replies attach to the right object
• The planning board no longer greys an hour of a technician per mail sent

2.0.84 -- 2026-09-20

• fix a missing unique index that let the mobile app record the same part
• line twice when an offline change was replayed
• security: explicit CSRF checks on the back-office actions
• security: an equipment import can now only be rolled back by the author
• security: html is stripped from customer, site and address
• security: the customer satisfaction form only accepts a real submission
• equipment created automatically from a part line
• planning alerts no longer display html entities instead of accents
• part line roles, the mobile intervention duration and several labels on
• the parts and dashboard screens are translated
• demo data generation is allowed on an instance flagged DEMO_INSTANCE
• six building-damage assessment schemas (fire, flood, storm, hail,
• subsidence) with their demonstration cases

2.0.82 -- 2026-09-17

• annotate any photo from a single icon under its thumbnail
• photo markers are now visible to everyone allowed to see the object
• the module description displayed by Dolibarr is available in French
• announced prerequisites aligned everywhere: Dolibarr 18.0 and PHP 7.4
• FormSetup is loaded from Dolibarr itself

2.0.80 -- 2026-09-01

• fix date and datetime extrafields on the mobile form: they opened on a
• January 1970 date and saved a wrong value back
• agenda: today is no longer shown as selected when no date filter is set,
• so tapping it does filter the list
• days of the neighbouring month are selectable in the agenda and the date
• picker (needs smartcommon >= 1.0.370)
• fix equipment lifecycle labels showing their technical value
• fix intervention list entity scope on multi-entity installs sharing
• thirdparties
• keep the address typed on the back-office site card
• thirdparty contacts served through the smartauth object facade
• portable pdf_elements blocks: renderer, adapter, serializer and an admin
• page to publish local templates into their schema
• pdf: elements marked page 0 / all are painted on every page, thirdparty
• and month names resolved before the placeholders
• security: real CSRF checks and IDOR gates on back-office pages, editor
• write actions require the X-Requested-With header

2.0.78 -- 2026-08-05

• better planning management
• fix option to disable sign on pad
• start portailexpert integration / link
• fix cross sql request

2.0.76 -- 2026-07-23

• setup option enable / disable sign on app
• fix auto generate pdf files

2.0.74 -- 2026-07-21

• fix a infinite loop on iPhone in case of empty catalog
• import fixes from netlogic
• better schema support for fichinter

2.0.72 -- 2026-07-08

• fix error on pdf preview
• better emails presentation
• update token and notification system
• add a new customer relation tab on fichinter
• certification dashboard
• update teams management
• update editor
• update parc system

2.0.70 -- 2026-06-30

• end june sprint session
• new intervention teams setup
• new wharehouse can be to tech's car/pickup/truck
• new time entries setup
• new schema support
• new pdf editor is available on templates

2.0.68 -- 2026-06-24

• massive rework due to devcamp (changes on schemas)
• new big step (june sprint session) resume is
• inventory
• staff planning on backoffice with drag & drop
• anomaly notification by "end user" via public webpage
• auto customer notification by mail
• fix visible / list field name from schema >> back >> front
• fix re-run migration module data

2.0.64 -- 2026-06-05

• change pwa :
• add customer on bottom menu
• photo album
• customer display
• new sync popup
• "install on smartphone" message
• fix link on first page : 1 inter -> target display 1 inter
• better agenda system
• backoffice :
• new tab on thirdparty
• create labels to print with qrcode
• create mini-inventory pdf
• customer photo album

2.0.62 -- 2026-06-03

• full tests thanks to alban
• tons of updates / fixes and enhancements

2.0.58 -- 2026-06-01

• pdf exports engine with block
• fix save front bug
• update depends(smartcommons)

2.0.56 -- 2026-05-29

• change front page
• change filters
• remove history icon
• remove notifications icon
• work on barcode scanner
• hide empty fields
• fix infernal loopback draft / save / open / draft / save
• add 20-30 demo and logo of companies
• fill rewrite status system
• duration hide seconds
• change urgent icons
• new category : urgent and non affected
• fix toasts calls

2.0.54 -- 2026-05-28

• Remove seconds on duration
• barcode scanner fail
• photo on add new parts fail
• missing some translations
• big fail in case of "no language" select (one line is empty)
• view interventions with no dates on pwa
• fix internal name bug fichintercard >> interventioncard
• open pdf on pwa
• add hour for interventions created from front

2.0.51 -- 2026-05-27

• Add invoices support
• Bump front according to new smartcommons release
• Parts / Inventory / Equipment support
• Code cleanup (front / dexie camelCase / snake_case)
• New viewport solution
• New demo sets
• New schema catalog system / intervention >> (site) >> equipment
• Fix tons of errors on PDF export system

2.0.48 -- 2026-05-20

• Add extrafields (custom labels / picture / user fields)
• Stock decrement when intervention reaches status DONE
• Use shared code from smartcommon
• Tests: PHPUnit integration suite

2.0.47 -- 2026-04-30

• Bump SmartCommons with tons of updates
• Update client app
• Create inter from front app
• Update customer sign on app
• Update customer sign on pdf

2.0.46 -- 2026-04-30

• Fix SQL to avoid duplicate entries if first setup was old
• Fix filters to get same front and back point of view
• Fix duplicate list on front appt
• Add explicit message in case of error 403

2.0.44 -- 2026-04-30

• Fix screen overflow on smartphone
• Fix sorted list on front app
• Fix assign / complete situation on front app
• Fix save / backup
• Fix customer handsign
• Fix technical handsign
• Move button to end of page (front)

2.0.42 -- 2026-04-29

• Add cap-rel schema version 1.1 support with pdf export render
• Depends on smartauth 2.0.12
• Full rewrite of pictures upload from base64 to binary

2.0.40 -- 2026-04-23

• Add photo by default so users don't have to add extrafields
• Add more demo data
• Fix SQL (compat dol >= 20)
• Fix front (undef var date)
• Upgrade front depends (smartcommons 1.0.297)
• Fix keys values
• Fix default value as empty string, not null
• Fix array and mapping type

2.0.36 -- 2026-04-13

• Mobile app:
• New PlainCalendar component replacing the old Calendar (grid view with outside-month days)
• Calendar interval mode (select a date range) with dedicated setting
• Form page migrated to useForm/Form context from SmartCommon
• Status badge displayed on list items in calendar mode
• Hide navbar/tabbar on scroll (new settings)
• Search bar on interventions page
• Draft auto-save on form page (preserved on connection loss)
• Status selection popup on form submission (in progress / to complete / done)
• Device identification page on first login
• Settings page: dark mode, scale (80/100/120%), default calendar mode, default category
• Urgent and Unassigned indicators extracted as components
• Auto-scroll to today's interventions when switching to list mode
• Fix: arrow icon on home page shown only when interventions exist
• Fix: duplicated JSX block in sync popup
• Removed unused dependencies (dexie, react-hot-toast, react-router-dom)
• Upgraded SmartCommon
• Backend:
• PHPStan analysis passes (level 1, 0 errors)
• PHPUnit tests: 150 unit + 46 integration tests
• Fix: require_once replaced by dol_include_once in admin pages
• Fix: dol_syslog prefix harmonized to "SI"
• Translation keys completed (en_US + fr_FR)
• Memcached flush in module init()
• PDF visual layout editor (schemalayout model)
• Coordinates field type (GPS geo: links)
• About page: feedback form, donation, useful links, changelog
• Build & tooling:
• New Makefile target: check-all (phpstan + tests + pwa build)
• New Makefile target: phpstan
• Fix: Makefile shell syntax (missing semicolon before fi)
• Fix: phpunit config paths in Makefile
• PHPStan local config pointing to stubs + SmartAuth
• User documentation completed (PWA, calendar, drafts, settings, visual editor, FAQ)

2.0.34 -- 2025-12-10

• New front app

2.0.32 -- 2025-11-12

• New pictures load system

2.0.30 -- 2025-11-05

• Fix new smartAuth & stack (refresh token)
• Upgrade SmartCommon

2.0.29 -- 2025-10-30

• Fix errors on OVH "Mutu" hosting
• Fix photo + style metadata
• Add background pictures for PDF
• Fix empty values on client side (white page)
• Pass entity to sql requests
• Check all vars in front app

2.0.22 -- 2025-09-30

• Resize photo client side
• Search on all attributes
• Cleanup module setup options
• Send mail to customer ok (please setup & create your template for "interventions")

2.0.20 -- 2025-09-29

• Add customer name on list

2.0.18 -- 2025-09-25

• Fix missing thirdparty name in intervention card
• Fix multi entity (now make getentity requests on societe not interventions)
• Fix a strange bug on "date is string" trigger

2.0.16 -- 2025-09-25

• Fix multientity setup, add entity name on list

2.0.14 -- 2025-09-24

• First public beta released to our early users / customers
• Tons of new entries in module setup
• default duration for an intervention
• link and unlink on user >> update agenda
• new pdf files could be generated
• pdf can include others pdf with keywords in file name
• -> please activates that models into dolibarr "intervention" module
• -

2.0.10 -- 2025-09-10

• New app version

2.0.8 -- 2025-07-23

• official version 2.0 available on dolistore

2.0.7 -- 2025-07-01

• first beta release -- smart commons 1.0.34

2.0.6 -- 2025-06-13

• third alpha release -- smart commons 1.0.27

2.0.5 -- 2025-06-06

• second alpha release

Historial truncado, versiones intermedias no mostradas: 15

La primera versión de este módulo data del 13/07/2023.

1.0.0

• Initial version

El registro de cambios completo está en la página "Acerca de" del módulo, una vez instalado.