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Projects Module

The HtkDoli Projects module lets you consult, create and manage your Dolibarr projects. It covers the entire project life cycle (Draft → Open → Closed), with display of the budget, associated commercial opportunities, categories and linked tasks.

Interface and Features (List)

The main view displays the list of all your projects, optionally grouped into sections depending on the chosen sort.

  • Search bar: Search by reference, project label, or associated third-party name.
  • Sort (dedicated icon in the header):
    • Date (Newest first)
    • Date (Oldest first)
    • Name (A-Z)
    • Name (Z-A)
  • Filters by status (dedicated icon), with a count shown next to each one:
    • All
    • Draft
    • Open
    • Closed

When the search is empty, the list is automatically organized into sections: by initial letter (when sorting by name) or by creation month (when sorting by date).

Actions on the list

  • Quick creation: A "+" button in the top bar lets you create a new project.
  • Swipe to act:
    • Swipe a project row to the right to edit it.
    • Swipe to the left to delete it (only possible if the project is in Draft state).
  • Context menu (long press):
    • Create a task and Create a ticket: these actions open the corresponding editor directly, pre-linked to the project.
    • Edit.
    • Delete (only if the project is in Draft state).

Displayed Information (Project Cards)

Each row representing a project shows:

  • The project label.
  • The project reference as a badge (e.g. PJ2404-0001).
  • The dates (start → end, or start date alone, or the creation date as a fallback).
  • The associated third party (name and logo when available).
  • The opportunity probability ("X% chance").
  • The status as a colored badge (Draft, Open, Closed).

Pagination and States

  • Synchronization in batches of 50 projects.
  • Pull-to-refresh to resynchronize.
  • A refresh-state indicator (grey/blue/green/red) in the header, which switches back to "stale" after 60 seconds.

Detail View (Viewing a project)

Tapping a project in the list takes you to its full sheet.

Header (Hero Section)

  • Project reference.
  • Label.
  • Status badge.

Information

  • Dolibarr reference.
  • Project label.
  • Linked third party (if provided), tappable to open its sheet when the third party is available locally.
  • Forecast start date and end date (if provided).
  • Created on and Modified on.

Budget and Opportunity

This section gathers the commercial information:

  • Public project: Yes / No (visibility in Dolibarr).
  • Billable time: Yes / No.
  • Budget estimate (if provided).
  • Opportunity amount (if provided).
  • Win probability in % (if provided).
  • Opportunity status (Dolibarr label: prospecting, qualification, won, lost, etc.).

Categories

A dedicated section displays the categories (tags) attached to the project as colored chips (Dolibarr color or default blue). Each chip shows the category label.

  • If no category is linked to the project, an "No category linked" empty state is displayed.
  • The "Edit categories" button (or "Add a category" when the list is empty) opens a modal sheet that lets you:
    • search a project-type category in the Dolibarr catalog;
    • check / uncheck each category to link or unlink it;
    • save in batch via the POST /categories/{id}/objects/project/{obj_id} and DELETE /categories/{id}/objects/project/{obj_id} endpoints.

⚠️ Editing categories is gated by the project.creer permission. The list refreshes automatically when the sheet is dismissed and on pull-to-refresh.

Description

Free descriptive text for the project. If empty, an "No description provided." empty state is displayed.

Tasks

A list of all tasks associated with the project, sorted by start date (newest first). Each task is tappable to open its detailed sheet.

If no task is associated, an empty state is displayed.

The "Add a task" button (gated by the task.creer permission) lets you create a new task pre-linked to the project.

Documents

Consultation, PDF preview, download and upload of documents attached to the project. The "Add a document" button is gated by the project.creer permission.

Notes

  • Public Note (visible in customer exports if applicable).
  • Private Note (padlock, internal use).

If no note is provided, an "No note associated with this project." empty state is displayed.

Available actions

From the floating header:

  • Edit (pencil icon): Full project editing (if you hold the project.creer right).
  • Delete ("…" menu): Permanent deletion (confirmation alert).

A "Refresh" button at the bottom of the sheet reloads documents and categories on demand.

Creation and editing

The project creation/editing screen lets you fill in:

  • The associated third party (optional, via a searchable picker).
  • The label (required).
  • The start date and end date (each one can be enabled/disabled with a toggle).
  • The "public project (shared)" indicator.
  • The budget, billable consumed time, opportunity amount, probability (%) and opportunity status.
  • The description.

⚠️ On creation, the reference is provisional on the app side (PROV-…); the final reference is assigned by Dolibarr according to its numbering masks. Creation and editing are saved locally and then synchronized in the background (modification queue).

Business Behavior and Dolibarr

Life cycle

  • Draft (0): Initial definition phase, free modifications.
  • Open (1): Project in progress; can receive tasks, opportunities, and links to quotes/orders/invoices.
  • Closed (2): Completed project. Remains viewable but is no longer active.

Rights and Permissions

  • Read: The Projects module read permission is required.
  • Create / Modify: The edit button, the "+" button in the top bar, category management and document upload are gated by the project.creer permission.
  • Add task: task.creer permission.

Synchronization

  • List paginated in batches of 50.
  • Associated tasks are displayed from the local cache (linked by project identifier).
  • Documents and categories are fetched when the sheet opens and on demand.
  • An automatic refresh system periodically checks data freshness and switches the icon state accordingly.

Screenshots

2 screenshots — click to enlarge

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