1. Overview

Cooperative Management transforms Dolibarr into a full-featured ERP dedicated to running a cooperative from end to end — administrative, commercial, financial, logistic and operational activities. It is built entirely on native Dolibarr APIs and standards (object-oriented PHP, prepared/escaped SQL, the langs translation system, multi-entity support) and ships with a modern, premium SaaS-style interface featuring a dedicated dashboard, colour-coded KPI cards, interactive charts, a Kanban board, connected record panels and a full dark-mode compatible design.

The module is deliberately generic so that a single installation can serve any kind of cooperative:

·       Agricultural cooperative

·       Craft (artisanal) cooperative

·       Dairy cooperative

·       Fishing cooperative

·       Women’s cooperative

·       Service cooperative

·       Forestry cooperative

·       Transport cooperative

·       Food cooperative

·       Production cooperative

·       Housing cooperative

·       Any other cooperative form

1.1 Functional coverage at a glance

·       Members & governance — members, social shares, membership fees, general assemblies, boards, resolutions, attendance and votes.

·       Operations — production with traceability, equipment and maintenance, projects and tasks.

·       Funding & compliance — subsidies with payments, quality certifications and audits.

·       Documents & finance — a document library (GED), cooperative finance, income/expense tracking and profitability.

·       Decision support — a premium dashboard, 15 exportable reports and an automation engine.

2. Technical architecture

The module follows the official Dolibarr module architecture with a clean, modular, documented and maintainable object-oriented codebase. All database tables use the prefix llx_cooperative_.

 

20 business objects are managed by a generic, registry-driven engine, giving every entity a consistent list view (multi-criteria search, column selector, pagination), a detail card, create/edit/delete forms, status workflow and a connected "linked records" panel — while five bespoke pages (dashboard, Kanban, reporting, document library, automations) deliver the premium experience.

3. Member management

The member (adhérent) is the central hub object of the cooperative. Each member record is linked to a native Dolibarr third party, and its card shows a KPI cockpit (shares, member type, seniority) plus connected panels for every related record.

 

4. Social shares

Every movement on the cooperative’s capital is recorded as a share operation, and the social capital is computed automatically on the dashboard.

·       Subscription — initial acquisition of shares by a member.

·       Increase — additional shares subscribed by an existing member.

·       Transfer — cession of shares between members.

·       Refund — reimbursement of shares (capital reduction).

 

5. Membership fees (cotisations)

Membership fees are called, tracked and reconciled per member and per period. Overdue unpaid fees are automatically escalated by the automation engine (reminder counter incremented daily).

 

6. Assemblies & governance

The assembly is a hub object covering the full governance life of the cooperative: ordinary and extraordinary general assemblies, boards of directors and meetings. Each assembly card carries convocations, attendance, votes and resolutions.

 

Two line objects complete the assembly:

·       Resolutions — each motion with votes for / against / abstentions and the computed result (adopted / rejected).

·       Attendance — per-member presence, including proxy representation (represented by).

7. Production management

Production is a hub object able to track any kind of output — agricultural, craft, food, transformed or manufactured products — delivered by a producing member, with full batch traceability.

 

8. Equipment & maintenance

The cooperative’s machines, vehicles, tools and materials are inventoried with their availability, and each asset keeps a full maintenance history (line object).

 

9. Projects & tasks

Projects (hub object) pilot the cooperative’s investment, certification, infrastructure and training initiatives, with an optional link to a native Dolibarr project. Each project holds its own tasks (line object) with progress tracking.

 

10. Subsidies & the Kanban board

Subsidies (hub object) track every funding request from application to disbursement. A dedicated Kanban board offers a drag-and-drop pipeline across five stages, updating the decision code in real time via AJAX.

 

Kanban pipeline stages: Pending → Submitted → Under review → Granted / Rejected. Each column shows the number of files and the cumulative amount.

11. Certifications & audits

Quality certifications are managed with their validity window and renewal audits.

·       Organic (Bio) — organic-farming certification.

·       Fair trade — fair-trade certification.

·       ISO — ISO standards.

·       Quality label — collective or regional quality labels.

 

12. Document management (GED)

A document library organises the cooperative’s paperwork by type and offers a direct link to the native Dolibarr ECM (GED). Documents can be archived and are searchable by keyword.

 

13. Cooperative finance

Income and expense entries feed the financial picture of the cooperative. The dashboard derives the financial result and profitability automatically.

 

14. Activities & automation engine

Activities log the operational life of the cooperative (field visits, trainings, meetings, deliveries, inspections, calls). The automation engine — run daily by a cron job and available on demand — executes background rules.

·       Fee reminders — increments the reminder counter on overdue, unpaid membership fees.

·       Certification expiry — moves certifications past their expiry date to the "expired" status.

·       Subsidy follow-up & user rules — processes active, user-defined automation rules and keeps run counters.

15. Premium dashboard

The dashboard is organised in five zones with 25+ KPI cards and four interactive charts (DolGraph).

 

Charts: members evolution (12 months), production by category (pie), fees evolution (12 months) and subsidies by decision (pie).

16. Reporting

Fifteen decision-support reports are available, each exportable to CSV, Excel and PDF, and printable directly from the browser.

·       Members by type and by town

·       Social shares by operation

·       Membership fees by status and by period

·       Assemblies by type

·       Production by category and by producer

·       Equipment by type

·       Projects by type

·       Subsidies by decision

·       Certifications by type

·       Finance by category

·       Contracts by type

·       Activities by type

Every report can be filtered and exported; PDF/print output uses a clean, chrome-free layout.

17. Native Dolibarr integration

All commercial operations rely on native Dolibarr objects, so the cooperative benefits from the entire Dolibarr ecosystem without duplication.

·       Third parties & contacts

·       Products & services

·       Stocks & warehouses

·       Purchases & suppliers

·       Quotes, orders, invoices & payments

·       Bank & accounting

·       Projects

·       Agenda

·       ECM / document management (GED)

18. Security & administration

·       CSRF protection — token-guarded forms and actions.

·       SQL safety — prepared / escaped queries throughout.

·       XSS filtering — all user input is sanitised.

·       Fine-grained permissions — 14 rights groups (read / create-modify / delete) plus reporting and admin rights.

·       Multi-entity — every table carries an entity column for MultiCompany / SaaS deployments.

·       Logging & schema self-heal — syslog integration and automatic ADD COLUMN on upgrade.

19. Configuration & demonstration data

The administration page lets the administrator choose the cooperative type and the default share unit value, and manage demonstration data with two one-click buttons.

·       Load demonstration data — seeds a complete, realistic dataset (30 members, 42 share operations, 40 fees, 8 assemblies, 30 productions, 12 equipment, 8 projects, 12 subsidies, 10 certifications, 15 contracts, 20 documents, 40 finance entries, plus native companies, products and projects).

·       Delete demonstration data — removes only the records tagged as demonstration data — real data is never touched.

20. Technical summary

 

© 2026 DoliResources — Cooperative Management for Dolibarr. All features described above have been verified on a live Dolibarr 17 installation.