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integrations.md

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Integrations

Development Setup

  • To set up integrations, just change the corresponding CLIENT_ID and CLIENT_SECRET in the .env
  • We keep all client IDs and client secrets stored in a secure location. If you need test credentials, just ask!

Jira and GitHub

Some guidelines how we handle the user's integration of GitHub or Jira, especially in which cases the user's authentication might be used by someone else than the user. There are up to 3 parties which can provide integration authentication for a task:

  • viewer - the user who is performing the action
  • assignee - the user assigned to the task
  • access user - the user who's credentials were used to add the integration to the task

A user's integration might only be reused by someone else if the user previously connected the task with their credentials in some form. If a user has an integration set up, their authentication is used to perform actions with tasks. In some cases if the user has no integration set up, we will fall back to the assignee's authentication or the access user's authentication.

This is how it should be in the future and does not necessarily reflect current state:

  • reading a task uses any team member's auth in the preferred order of:
    • task.integration?.accessUserId
    • fallback to viewer
    • fallback to the team lead (reason being is a team lead is less likely to leave a team. maybe this is too optimistic?)
    • fallback to any other member
  • pushing a task requires viewer auth or assignee's auth, but in both cases a comment will be added if viewer !== assignee
  • adding tasks in scoping requires viewer's auth
  • adding task estimates uses viewer's auth, assignee's auth or access user's auth (Most likely just added in scoping by the assignee, but even when added to the board before it's little risk as estimating is a team activity)
  • adding fields to project requires viewer's auth
  • when moving a task between teams we check who's auth is used for this task
    • if the viewer has an integration for the target team, use that
    • else if accessUserId === userId (viewer's auth since switching teams is only allowed for viewer's own tasks), then we ask them to add the integration to the new team in UI and move it over automatically in server
    • else if accessUserId !== userId, then we check if the access user has an integration set up for the target team and move the task if present, otherwise we report an error