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ERPNext Project Access v0.1.0-alpha.1

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@dntrply dntrply released this 06 Sep 05:25
· 31 commits to main since this release
v0.1.0-alpha.1
df2be92

First alpha release of ERPNext Project Access.

This release provides explicit-share-based access control for ERPNext Projects
and Tasks, together with a narrow Task worker/reviewer workflow that does not
require granting general Task Write permission.

Included

  • Project visibility and permissions based on ownership and explicit DocShare
  • Independent Task visibility and permissions
  • Explicitly shared Tasks remain accessible even when the parent Project is private
  • Controlled worker actions:
    • Open → Working
    • Working → Pending Review
  • Controlled Task-owner review actions:
    • Pending Review → Working
    • Pending Review → Completed
  • Normal ERPNext Task validation and completion lifecycle is preserved

Validated workflow

The alpha was exercised end-to-end with a restricted worker:

  • Worker could see and open an explicitly shared Task
  • Worker could not open the private parent Project
  • Worker did not require the broad HR Manager role
  • Start Work succeeded
  • Submit for Review succeeded
  • Return for Rework succeeded
  • Resubmission succeeded
  • Approve & Complete succeeded
  • Completion set Task progress to 100%
  • ERPNext closed the worker's ToDo normally

Compatibility

Validated on:

  • Frappe Framework 16.29.0
  • ERPNext 17.0.0-dev
  • HRMS 17.0.0-dev

The validation environment is an intentionally mixed development stack and
should not be interpreted as a broad compatibility guarantee.

Frappe requirement

Frappe versions prior to 16.29 contain a linked-table permission-query issue
that can cause a readable Task to disappear from Task List when its linked
Project is inaccessible.

Frappe 16.29 or newer is therefore recommended for this alpha.

Status

Alpha-quality software. APIs, configuration, and workflow behavior may change
before a stable release.

Documentation

See the current How To guide for the access model, setup, worker/reviewer workflow, acceptance test, and troubleshooting.

Note: the How To was added after the v0.1.0-alpha.1 tag was created, so it is maintained on main and will be included in the next tagged release.

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