Visibility
Personas in this Story: Default, ProjectLeader, Member, Subcontractor, Client.
This article covers visibility of time records. In broad strokes:
- Only owners and project leader always see all time records in a project,
- Members and sucontractors see only their records,
- Client see time records only if they were given permission to access tracked time and budget information.
Lets start by inviting people. We need two employees, where first will lead projects and second will be a regular team member. We also need a client and a subcontractor, to check how their permissions work:
Payload:
1 2 3 4 5 6 7 8
{
"type": "Member",
"email": "project-leader@activecollab.com",
"password": "123",
"custom_permissions": [
"can_manage_projects"
]
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33
{
"single": {
"id": 2,
"class": "Member",
"url_path": "\/users\/2",
"is_archived": false,
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"created_on": 1430164461,
"created_by_id": 1,
"updated_on": 1430164461,
"updated_by_id": 1,
"language_id": 0,
"first_name": "Project-leader",
"last_name": null,
"display_name": "project-leader",
"short_display_name": "project-leader",
"email": "project-leader@activecollab.com",
"additional_email_addresses": [],
"is_pending_activation": false,
"avatar_url": "http:\/\/feather.dev\/proxy.php?proxy=avatar&module=system&v=current&b=DEV&user_id=2&size=--SIZE--×tamp=1430164461",
"custom_permissions": [
"can_manage_projects"
],
"company_id": 0,
"title": null,
"phone": null,
"im_type": null,
"im_handle": null,
"note": null
}
}Payload:
1 2 3 4 5
{
"type": "Member",
"email": "member@activecollab.com",
"password": "123"
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
{
"single": {
"id": 3,
"class": "Member",
"url_path": "\/users\/3",
"is_archived": false,
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"created_on": 1430164461,
"created_by_id": 1,
"updated_on": 1430164461,
"updated_by_id": 1,
"language_id": 0,
"first_name": "Member",
"last_name": null,
"display_name": "member",
"short_display_name": "member",
"email": "member@activecollab.com",
"additional_email_addresses": [],
"is_pending_activation": false,
"avatar_url": "http:\/\/feather.dev\/proxy.php?proxy=avatar&module=system&v=current&b=DEV&user_id=3&size=--SIZE--×tamp=1430164461",
"custom_permissions": [],
"company_id": 0,
"title": null,
"phone": null,
"im_type": null,
"im_handle": null,
"note": null
}
}Payload:
1 2 3 4 5
{
"type": "Subcontractor",
"email": "subcontractor@activecollab.com",
"password": "123"
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
{
"single": {
"id": 4,
"class": "Subcontractor",
"url_path": "\/users\/4",
"is_archived": false,
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"created_on": 1430164462,
"created_by_id": 1,
"updated_on": 1430164462,
"updated_by_id": 1,
"language_id": 0,
"first_name": "Subcontractor",
"last_name": null,
"display_name": "subcontractor",
"short_display_name": "subcontractor",
"email": "subcontractor@activecollab.com",
"additional_email_addresses": [],
"is_pending_activation": false,
"avatar_url": "http:\/\/feather.dev\/proxy.php?proxy=avatar&module=system&v=current&b=DEV&user_id=4&size=--SIZE--×tamp=1430164462",
"custom_permissions": [],
"company_id": 0,
"title": null,
"phone": null,
"im_type": null,
"im_handle": null,
"note": null
}
}Payload:
1 2 3 4 5
{
"type": "Client",
"email": "client@activecollab.com",
"password": "123"
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
{
"single": {
"id": 5,
"class": "Client",
"url_path": "\/users\/5",
"is_archived": false,
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"created_on": 1430164462,
"created_by_id": 1,
"updated_on": 1430164462,
"updated_by_id": 1,
"language_id": 0,
"first_name": "Client",
"last_name": null,
"display_name": "client",
"short_display_name": "client",
"email": "client@activecollab.com",
"additional_email_addresses": [],
"is_pending_activation": false,
"avatar_url": "http:\/\/feather.dev\/proxy.php?proxy=avatar&module=system&v=current&b=DEV&user_id=5&size=--SIZE--×tamp=1430164462",
"custom_permissions": [],
"company_id": 0,
"title": null,
"phone": null,
"im_type": null,
"im_handle": null,
"note": null
}
}Now, project leader will create a new project and invite people to join:
Payload:
1 2 3 4 5 6 7 8 9 10 11
{
"name": "Test Project",
"company_id": 2,
"leader_id": 2,
"members": [
3,
4,
5
],
"is_tracking_enabled": true
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48
{
"single": {
"id": 1,
"class": "Project",
"url_path": "\/projects\/1",
"name": "Test Project",
"completed_on": null,
"completed_by_id": null,
"is_completed": false,
"members": [
2,
3,
4,
5
],
"category_id": 0,
"label_id": 0,
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"created_on": 1430164462,
"created_by_id": 2,
"updated_on": 1430164462,
"updated_by_id": 2,
"body": null,
"body_formatted": "",
"company_id": 2,
"leader_id": 2,
"currency_id": 2,
"template_id": 0,
"based_on_type": null,
"based_on_id": null,
"email": "notifications+m2p-rytvxtD@mail.manageprojects.com",
"is_tracking_enabled": true,
"is_client_reporting_enabled": false,
"budget": null,
"count_tasks": 0,
"count_discussions": 0,
"count_files": 0,
"count_notes": 0
},
"category": null,
"hourly_rates": {
"1": 100
},
"label_ids": [],
"task_lists": null
}Payload:
1 2 3
{
"name": "Task #1"
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46
{
"single": {
"id": 1,
"class": "Task",
"url_path": "\/projects\/1\/tasks\/1",
"name": "Task #1",
"assignee_id": 0,
"delegated_by_id": 0,
"completed_on": null,
"completed_by_id": null,
"is_completed": false,
"comments_count": 0,
"attachments": [],
"labels": [],
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"project_id": 1,
"is_hidden_from_clients": false,
"body": "",
"body_formatted": "",
"created_on": 1430164463,
"created_by_id": 2,
"updated_on": 1430164463,
"updated_by_id": 2,
"task_number": 1,
"task_list_id": 0,
"position": 1,
"is_important": false,
"due_on": null,
"estimate": 0,
"job_type_id": 0,
"total_subtasks": 0,
"completed_subtasks": 0,
"open_subtasks": 0
},
"subscribers": [
2
],
"comments": [],
"reminders": [],
"subtasks": [],
"task_list": null,
"tracked_time": 0,
"tracked_expenses": 0
}Now member and subcontractor will track some time:
Payload:
1 2 3 4 5 6
{
"value": "3:30",
"user_id": 3,
"job_type_id": 1,
"record_date": "2014-05-14"
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
{
"single": {
"id": 1,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/1",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 3.5,
"record_date": 1400025600,
"summary": null,
"user_id": 3,
"parent_type": "Project",
"parent_id": 1,
"created_on": 1430164463,
"created_by_id": 3,
"updated_on": 1430164463,
"updated_by_id": 3,
"job_type_id": 1
}
}Payload:
1 2 3 4 5 6
{
"value": "2:30",
"user_id": 4,
"job_type_id": 1,
"record_date": "2014-05-14"
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
{
"single": {
"id": 2,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/2",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 2.5,
"record_date": 1400025600,
"summary": null,
"user_id": 4,
"parent_type": "Project",
"parent_id": 1,
"created_on": 1430164464,
"created_by_id": 4,
"updated_on": 1430164464,
"updated_by_id": 4,
"job_type_id": 1
}
}One important thing to notice is that only owner and project leader can track time for other people:
Payload:
1 2 3 4 5 6 7
{
"value": "5:30",
"user_id": 3,
"job_type_id": 1,
"record_date": "2014-05-14",
"task_id": 1
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
{
"single": {
"id": 3,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/3",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 5.5,
"record_date": 1400025600,
"summary": null,
"user_id": 3,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 2,
"updated_on": 1430164465,
"updated_by_id": 2,
"job_type_id": 1
}
}Payload:
1 2 3 4 5 6 7
{
"value": "1:30",
"user_id": 4,
"job_type_id": 1,
"record_date": "2014-05-14",
"task_id": 1
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
{
"single": {
"id": 4,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/4",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 1.5,
"record_date": 1400025600,
"summary": null,
"user_id": 4,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 1,
"updated_on": 1430164465,
"updated_by_id": 1,
"job_type_id": 1
}
}If member or subcontractor try to do that, value of user_id will be ignored and time will be tracked for their accounts instead:
Payload:
1 2 3 4 5 6 7
{
"value": "0:30",
"user_id": "$subcontractor",
"job_type_id": 1,
"record_date": "2014-05-14",
"task_id": 1
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
{
"single": {
"id": 5,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/5",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 0.5,
"record_date": 1400025600,
"summary": null,
"user_id": 3,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 3,
"updated_on": 1430164465,
"updated_by_id": 3,
"job_type_id": 1
}
}Payload:
1 2 3 4 5 6 7
{
"value": 2,
"user_id": 3,
"job_type_id": 1,
"record_date": "2014-05-14",
"task_id": 1
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
{
"single": {
"id": 6,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/6",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 2,
"record_date": 1400025600,
"summary": null,
"user_id": 4,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 4,
"updated_on": 1430164465,
"updated_by_id": 4,
"job_type_id": 1
}
}Clients can't track time:
Payload:
1 2 3 4 5 6
{
"value": 2,
"user_id": 5,
"job_type_id": 1,
"record_date": "2014-05-14"
}Lets see who can see what. First, owner and project leader can see all records:
Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205
{
"time_records": [
{
"id": 6,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/6",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 2,
"record_date": 1400025600,
"summary": null,
"user_id": 4,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 4,
"updated_on": 1430164465,
"updated_by_id": 4,
"job_type_id": 1
},
{
"id": 5,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/5",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 0.5,
"record_date": 1400025600,
"summary": null,
"user_id": 3,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 3,
"updated_on": 1430164465,
"updated_by_id": 3,
"job_type_id": 1
},
{
"id": 4,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/4",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 1.5,
"record_date": 1400025600,
"summary": null,
"user_id": 4,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 1,
"updated_on": 1430164465,
"updated_by_id": 1,
"job_type_id": 1
},
{
"id": 3,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/3",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 5.5,
"record_date": 1400025600,
"summary": null,
"user_id": 3,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 2,
"updated_on": 1430164465,
"updated_by_id": 2,
"job_type_id": 1
},
{
"id": 2,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/2",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 2.5,
"record_date": 1400025600,
"summary": null,
"user_id": 4,
"parent_type": "Project",
"parent_id": 1,
"created_on": 1430164464,
"created_by_id": 4,
"updated_on": 1430164464,
"updated_by_id": 4,
"job_type_id": 1
},
{
"id": 1,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/1",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 3.5,
"record_date": 1400025600,
"summary": null,
"user_id": 3,
"parent_type": "Project",
"parent_id": 1,
"created_on": 1430164463,
"created_by_id": 3,
"updated_on": 1430164463,
"updated_by_id": 3,
"job_type_id": 1
}
],
"related": {
"Project": {
"1": {
"id": 1,
"class": "Project",
"url_path": "\/projects\/1",
"name": "Test Project",
"completed_on": null,
"completed_by_id": null,
"is_completed": false,
"members": [
2,
3,
4,
5
],
"category_id": 0,
"label_id": 0,
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"created_on": 1430164462,
"created_by_id": 2,
"updated_on": 1430164465,
"updated_by_id": 4,
"body": null,
"body_formatted": "",
"company_id": 2,
"leader_id": 2,
"currency_id": 2,
"template_id": 0,
"based_on_type": null,
"based_on_id": null,
"email": "notifications+m2p-rytvxtD@mail.manageprojects.com",
"is_tracking_enabled": true,
"is_client_reporting_enabled": false,
"budget": null,
"count_tasks": 1,
"count_discussions": 0,
"count_files": 0,
"count_notes": 0
}
},
"Task": {
"1": {
"id": 1,
"class": "Task",
"url_path": "\/projects\/1\/tasks\/1",
"name": "Task #1",
"assignee_id": 0,
"delegated_by_id": 0,
"completed_on": null,
"completed_by_id": null,
"is_completed": false,
"comments_count": 0,
"attachments": [],
"labels": [],
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"project_id": 1,
"is_hidden_from_clients": false,
"body": "",
"body_formatted": "",
"created_on": 1430164463,
"created_by_id": 2,
"updated_on": 1430164465,
"updated_by_id": 4,
"task_number": 1,
"task_list_id": 0,
"position": 1,
"is_important": false,
"due_on": null,
"estimate": 0,
"job_type_id": 0,
"total_subtasks": 0,
"completed_subtasks": 0,
"open_subtasks": 0
}
}
}
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165
{
"time_records": [
{
"id": 6,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/6",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 2,
"record_date": 1400025600,
"summary": null,
"user_id": 4,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 4,
"updated_on": 1430164465,
"updated_by_id": 4,
"job_type_id": 1
},
{
"id": 5,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/5",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 0.5,
"record_date": 1400025600,
"summary": null,
"user_id": 3,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 3,
"updated_on": 1430164465,
"updated_by_id": 3,
"job_type_id": 1
},
{
"id": 4,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/4",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 1.5,
"record_date": 1400025600,
"summary": null,
"user_id": 4,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 1,
"updated_on": 1430164465,
"updated_by_id": 1,
"job_type_id": 1
},
{
"id": 3,
"class": "TimeRecord",
"url_path": "\/projects\/1\/time-records\/3",
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"billable_status": 1,
"value": 5.5,
"record_date": 1400025600,
"summary": null,
"user_id": 3,
"parent_type": "Task",
"parent_id": 1,
"created_on": 1430164465,
"created_by_id": 2,
"updated_on": 1430164465,
"updated_by_id": 2,
"job_type_id": 1
}
],
"related": {
"Project": {
"1": {
"id": 1,
"class": "Project",
"url_path": "\/projects\/1",
"name": "Test Project",
"completed_on": null,
"completed_by_id": null,
"is_completed": false,
"members": [
2,
3,
4,
5
],
"category_id": 0,
"label_id": 0,
"is_trashed": false,
"trashed_on": null,
"trashed_by_id": 0,
"created_on": 1430164462,
"created_by_id": 2,
"updated_on": 1430164465,
"updated_by_id": 4,
"body": null,
"body_formatted": "",
"company_id": 2,
"leader_id": 2,
"currency_id": 2,
"template_id": 0,
"based_on_type": null,
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"email": "notifications+m2p-rytvxtD@mail.manageprojects.com",
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}
}
}
}Response:
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{
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},
{
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}
},
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}
}Our project is configured so clients don't have access to tracking reports. When project is configured like that, these pages will be restirected for clients:
When we turn on client reporting, client will be able to see all records:
Payload:
1 2 3
{
"is_client_reporting_enabled": true
}Response:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48
{
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"email": "notifications+m2p-rytvxtD@mail.manageprojects.com",
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},
"category": null,
"hourly_rates": {
"1": 100
},
"label_ids": [],
"task_lists": null
}Response:
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{
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},
{
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},
{
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},
{
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},
{
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],
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},
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}
}
}
}Response:
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{
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},
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}
}