October 13, 2023

DyaPress ERP/CRM Plugin

Open-source port of CRM/ERP software Dolibarr(tm) to WordPress

DyaPress ERP/CRM is the open-source port of the existing CRM/ERP software Dolibarr(tm) as a plugin to WordPress .

This plugin is mainly only visible in the admin area of WordPress. Its main advantage are easier installation and upgrade.

However please note starting with version 15, almost all the plugin files are now in a unique separate archive which is downloaded on upgrade/installation. This archive is around 70Mb and count once extracted for around 230Mb. So you need at least 300Mb of free space to use the plugin on your hosting.

Even if translation are not yet visible using WordPress gettext system, Dolibarr is translated to 82 languages other than English which are available to DyaPress as well. Automatic translation according to your language in WordPress is available, unless you force another language from configuration.

As of Dolibarr software, DyaPress plugin allow you to enable the feature you want by activating the corresponding included module you need. furthermore you can setup your own company profile as well as how VAT is handled on your part.

Internal Modules and Features

Human Resources Management (HR)

Users and Groups : DyaPress allow you to add users and groups and to defines detailed permissions for each features and global modules as well. Note that user or group permissions are handled by Dolibarr original code and not WordPress capabilities. An user must be created in DyaPress/Dolibarr database in order to have access to DyaPress.
Members : Management of foundation members
Expense reports : Management and claim expense reports : each user can report various expense like transportation, meal, …

Customer Relations Management (CRM)

Third parties : Management of prospects or customers and associated contacts
Proposals : Management of commercial proposals
Customer orders : Management of customer orders including automatic numerotation and order statuses
Shipments : Management of shipments and delivery
Contracts and Subscriptions : Management of contracts like services or recurring subscriptions
Interventions : Management of interventions

Vendor Relation Management

Suppliers : Management of suppliers and purchase orders and billing
Vendor commercial proposal : Request vendor commercial proposal and prices
Incoterm : Add features to manage Incoterm

Financial Modules (Accouting and Treasury)

Invoices : Management of Invoice and credit note for customers or suppliers
Taxes and special expenses : Management of other expenses like sales taxes, social or fiscal taxes, dividends, …
Payment of employee wages : Record and follow payment of your employee wages
Loan : Management of loans
Donations : Management of donation
Banks and cash : Management of bank or cash accounts
Direct bank payment orders : Management of Direct Debit payment orders, including generation of SEPA file for European countries
Margins : Management of margins
Accouting : Simple accounting reports (journals, turnover) based on database content without using any ledger table
Advanced Accouting : Accounting management (double entries, support general and auxiliary ledgers) and export of ledger in several other accouting software format

Product Management (PM)

Products : Product management
Services : Service management
Stocks : Stock management of products
Products lots : Lot or serial number, eat-by and sell-by date management on products
Product Variants : Management of products variants based on attributes like color, size, …

Projects and Collaborative work

Projects/Opportunities/Leads : Management of projects, opportunities/leads and/or tasks
Events/Agenda : Follow done and upcoming events, let application logs automatic events for tracking purposes or record manual events or rendez-vous
Resources : Manage resources like printers, cars, room, … that can then be shared into events

Some others Modules

DMS/ECM : Document Management System / Electronic Content Management. Automatic organization of your generated or stored documents
Tags/Categories : Create tags/category on products, customers, vendors, contacts or members
Multi currency : Management of several foreign currencies in prices and documents
Barcodes : Management of barcode
Workflow : Workflow management (automatic creation of object and/or automatic status change)
Data imports : Tool to import data in Dolibarr (with assistants)
Data exports : Tool to export Dolibarr data (with assistants)
SOAP API : Enable the Dolibarr SOAP server providing API services
REST API : Enable the Dolibarr REST server providing API services
Unalterable Archives : Activate log of some business events into an unalterable log. Events are archived in real-time.

DyaPi Microservice

DyaPi Microservices allows connecting already connected software to DyaPi together. The first existing softwares to be supported are DyaPress ERP/CRM, Dolibarr, PrestaShop and Shopify. You may found more documentation on DyaPi website.

DyaPi microservices are written in Golang for maximum performance and scalability. For example, displaying 1000 orders at once in WordPress backoffice takes less than a second typically to download.

DyaPress e-Commerce

The existing DyaPress e-Commerce plugin will be completely updated to a newer WordPress plugin compatible with DyaPi. This plugin will allow connexion to any software already connected to DyaPi and not only DyaPress or Dolibarr.

Installation

Upload dyapress folder to the /wp-content/plugins/ directory
Activate the plugin through the ‘Plugins’ menu in WordPress
Click on the Install button (or the Upgrade button) to finish installation or upgrade
An admin user will be created for Dolibarr environment with your current user

FAQ

Which version of PHP are supported

The plugin need at least PHP 5.6 and up to PHP 8.1 to work with latest version 16.

The best supported PHP version is still 7.4. If you want to use PHP 8.0 or 8.1 you need version 16.0.5.12 at least as it contains fixes on Dolibarr code to work nicely with PHP 8.0 and PHP 8.1.

Can I upgrade an existing Dolibarr installation ?

Yes, it is possible : You need to merge the Dolibarr database in the same database of WordPress and to copy all your documents directories documents to wp-content/uploads/dyapress directory.

Can I migrate back to Dolibarr ?

Yes, it is possible : You need to export the Dolibarr database in a new database that will be used by a fresh install of Dolibarr with at least the same or a newer version. You need also to copy all your documents directories in wp-content/uploads/dyapress to documents directory of Dolibarr.

I have no access to DyaPress tools but only the configuration ?

You are an administrator, so you can update the DyaPress options relative to WordPress integration, but you have no access to DyaPress as another user has already it.

You need to ask (or use) the other user to access DyaPress, so you need to create another DyaPress/Dolibarr user which is the next question.

Can I add another DyaPress/Dolibarr user ?

Yes, but you need to both add the WordPress user and the Dolibarr user with the same login name in order for the user to connect to WordPress and have an access to DyaPress menu and features. Update user access right in DyaPress/Dolibarr user menu directly.

Note Dolibarr user login may not be the same as WordPress login, as only the first characters in the range [a-zA-Z0-9_] are used for Dolibarr login, it may happens if you used special characterss in WordPress login like an email and it such case only the left part of email (before @) will be used to match the user login.

If a WordPress user is not added to Dolibarr users base, the user will not have any access to DyaPress and the menu will not even be displayed at all if the user is not an administrator.

I have problem running REST API with Query Monitor plugin

There is a problem running REST API when Query Monitor plugin is actve, please deactivate it as it causes a Fatal error in both REST API Explorer or API itself :

PHP Fatal error: Uncaught Error: Class 'QM_Component' not found in .../wp-content/plugins/query-monitor/classes/Util.php:312

Only REST API is affected by Query Monitor, all the other part of DyaPress code is running correctly. REST API is using Restler whihc scan all the code loaded which may causes this error.

Privacy notice

As of Dolibarr, all your data are stored on your WordPress database.

As an option, you may want to connect to DyaPi microservices to allow exchange with your other softwares like already connected PrestaShop, WooCommerce, Shopify, Dolibarr or more to come. This service will be available by end of 2023.

You can get more informations about DyaPi microservices website.

Changelog

18.0.2.0

major public release based upon Dolibarr(tm) version 18.0.2 (PHP version supported range from 7.1 to 8.2)
fixed incorrect initialized order of llxHeader/llxFooter according to DyaPress namespace
fixed “API not found (failed to include API file)” error on REST API
fixed sample file download link broken for import
fixed bad image links in PHP Info

17.0.3.2

fixed some broken links to CSS and JS files when WordPress is not installed on root directory

17.0.3.1

increased timeout from 30 to 60 seconds to download dyapress archive
fixed remaining Dolibarr 17.0.3 incompabilities with PHP 8.x (array_merge)
fixed externalsite to be more integrated into WordPress
fixed Dolibarr top menu not to be above popup

17.0.3.0

major public release based upon Dolibarr(tm) version 17.0.3 (PHP version supported range from 7.0 to 8.1)
fixed some remaining Dolibarr 17.0.3 incompabilities with PHP 8.x causing fatal errors (only tested on PHP 8.1)
fixed mailmanspip fatal error in Dolibarr 17.0.3
avoid Nginx routing optimisation to avoid direct 404 on rewritten .css or .js file

16.0.5.27

fixed multisite installation, now a distinct DyaPress ERP is installed on each site where DyaPress ERP is installed
added retrying installation in case of previous installation error
fixed adding first Dolibarr admin user in case of login not acceptable to Dolibarr
added FAQ entry for explaining why only Configure DyaPress page is available on some case (when you do not have made the installation)

16.0.5.26

fixed php warning for ical export
fixed MAIN_DB_PREFIX undefined when activating dyapress while delete uninstall option is true
fixed Elementor exception with Luracast Restler used by DyaPress for REST API
increased plugin files download timeout from 5 seconds to 30 seconds for slower hosting

16.0.5.25

fixed error.log in case of download error to be more precise
fixed edition/deletion of additional attributes in configuration/modules
fixed many left public links (should be using shortcode or bloc instead for better integration)

16.0.5.24

fixed bad dyapress files generated causing redirection to /install

16.0.5.23

fixed module help popup to not include WordPress admin decoration
fixed too “clever” inclusion of main.inc.php on 42 files of Dolibarr
fixed possible error on partnership/hrm/zapier/datapolicy modules configuration
fixed fatal error on REST /api/login (but it is better to update API key from user configuration)
fixed PHP 8.x incompability in includes/tecnickcom/tcpdf/include/barcodes/datamatrix.php

16.0.5.22

fixed refresh button in project activity
fixed create shipment button from order shipment tab

16.0.5.21

fixed some bad redirect after action in accountancy

16.0.5.20

fixed some Dolibarr includes being part of Dolibarr as well (using namespace DyaPress) : odtphp and OAuth
fixed BOM refresh page not found on creating a new manufacturer order
fixed cash control broken iframe and removed PHP 8.x warning inside
fixed some buttons not displayed (accountancy)
fixed some JS error in accountancy

16.0.5.19

fixed REST API base url
fixed REST API explorer (regression following introduction of $dolibarr_* global vars)
removed usage of $dyap_dolibarr_* vars instead of $dolibarr_* vars

16.0.5.18

avoid deleting install directory as it blocks some modules installation if not done before (especially accounting, boms, partnerships…)
delete install.lock warning as potentially dangerous php file are removed before building archive

16.0.5.17

introducing dyap_post_vars() and dyap()->post_vars() to fetch $_POST or $_REQUEST if $_POST is empty
fixed Dolibarr code to use \dyap_post_vars() for iterating over $_POST (should fix some error)
fixed broken download link of PDF
fast upload for broken 16.0.5.16 signature

16.0.5.16

fix for creating payment not seen the first time

16.0.5.15

nicer fix to radio and checkbox with WordPress (both MD and ELDY theme)
updated DOL_APPLICATION_TITLE to DyaPress instead of Dolibarr to ease identify which software is used
updated version printed to use DYAPRESS_VERSION instead of DOL_VERSION in many cases
removed logout link from DyaPress topbar
fixed links in original Dolibarr adminbar
fixed administration listing of modules and applications
make sure all $dolibarr_ variables are global

16.0.5.14

fixed active session left open, reported by @dkugel
fixed dol_eval() not using namespace DyaPress (fixes email templates in tools)
fixed PHP 8 incompapility using usort() with function name needing now namespace prefix
fixed missing namespace DyaPress on resource template
fixed bad link generation in HRM for job recruitment tabs
fixed Dolibarr 16.0.5 bug on agenda resource event
fixed loading DyaPress pages just after an automatic upgrade

16.0.5.13

get rid of CKEDITOR javascript error on initialization
fix leftmenu not initialized
moved CSRF Dolibarr protection to main.inc.php so that menu can be build before executing CSRF check wich can be disabled by custom Dolibarr part (or many Dolibarr ajax request fails with CSRF protection check)

16.0.5.12

fixed Dolibarr code still not compatible with PHP 8.x
fixed DyaPress execution flow order so that custom define are really taken into account
really fix readme

16.0.5.11

restored CSRF protection from Dolibarr but applied to DyaPress only (this changelog line has been rewritten to be more clear)
added an option to delete both dyapress files and sql tables on uninstall
fixed DyaPress configuration deleted on plugin deactivation
fixed readme and typos

16.0.5.10

introduced DyaPi microservices replacing previous DyaPress Premium one
improved error handling if case of filesystem error to install DyaPress files
moved DyaPress configuration out of WordPress settings
update at WordCamp Athens 2023

16.0.5.9

added auto delete of install directory
added missing upgrade code 16.0
fixed public payment url
fixed wrong rules order for rewriting Dolibarr code
fixed emailing card edition or deletion
fixed broken link to add a new dialog to an existing ticket
fixed broken link in project contact
cleaned changelog for older release below version 15.0

16.0.5.8

fixed wrongly updated 16.0.5.7 DyaPress archive causing signature check failed on fresh install
fixed warning if DyaPress settings options is in wrong format

16.0.5.7

implemented auto upgrade using INSTALL file in plugin directory to avoid multiple upgrade at once
reworked select garbage to integrate more nicely with WordPres admin
fixed deletion of direct debit order broken link
fixed creation of subcategories from a tag/categorie page

16.0.5.6

fixed pagination link and number of item per page display
fixed select garbage display for time
fixed agenda event creation
fixed agenda resource deletion
fixed opensurvey results link
fixed ODF generation in GPAO/BOM
fixed GED/DMS/ECM management of files (add and delete)
fixed stock management link for product variants on variant creation screen
fixed eldy sticky bar not be masked by WordPress admin bar if activated

16.0.5.5

improved automatic rewriting of Dolibarr code to catch some specific PHP code which was badly rewritten (fixed some searches and forms)

16.0.5.4

avoid warning on session_cache_limiter() call on some cases which cause garbage in generated CSS at least

16.0.5.3

disable Dolibarr CSRF check by default as it may cause problems

16.0.5.2

try to fix display of md theme to ne not too badly integrated on WordPress admin
fixed bad links on email sender configuration
fixed some remaining javascript errors
fixed fresh install by using simpler regexp for get_class() and use_class()

16.0.5.1

fixed fatal error in alert and security configuration
fixed theme and menu edition broken link
fixed generated CSS for Eldy theme to limit interference with WordPress
fixed bad confirmation link on members operations
fixed some bad redirection on form confirmation
fixed error on thirdparty fusion
fixed fatal error on configure oneclick printing

16.0.5.0

major public release based upon Dolibarr(tm) version 16.0.5 (PHP version supported range from 5.6 to 8.1)
fixed internal API to match Dolibarr API 16.0.5 as well as Restler library
fixed missing wordpress footer on config of company
fixed global config widgets, password and default permissions update
fixed member and member event update
fixed IBAN manipulation error
fixed product purchase price not available
fixed product variant not editable and product variant link on ref
fixed product statistics links
fixed warehouse update
fixed product stock replenish and product stock at date
fixed task and ticket update
fixed vat creation and update
fixed margin and opensurvey display
fixed many bad http redirects and direct href
fixed default price not set when adding line

15.0.2.6

fix intermediate error on upgrade caused by rewrite of install/upgrade code
fix direct access to DyaPress home page

15.0.2.5

fixed when $_POST are no more available in Dolibarr code
fixed flawed installation process (@jmdziba)
fixed notice for $mysoc

15.0.2.4

added rewrite of DOL_URL_ROOT . $xxx to use \dyap_url($xxx)
fixed sorting of columns in list
fixes in TakePos : invoicing, ticket printing, layout and client selection

15.0.2.3

fixed sanitized url to self site causing a bad redirection in /core/lib/functions.lib.php for GETPOST()
fixed missing namespace for GETPOST() in dyapress-main.php (@dkugel)
avoid keeping datetime of files from original Dolibarr to avoid problem in PHP cache on update

15.0.2.2

added \dyap_use_class() function to fix template use of class name object
fixed some bad links remaining

15.0.2.1

second major public release based upon Dolibarr(tm) version 15.0.2 (PHP version supported range from 5.6 to 7.4)
complete rewrite of the plugin installation mechanism thanks to AK. during WordCamp Europe 2022 in Porto
REST API imported from previous version as a temporary workaround as unable to make REST API work in current version