Tasks in Client Portal

cDMB41 · August 19, 2020, 4:16pm

When I create a task, the customer is not able to see it in the portal. I understand that once it’s invoiced, then it is removed from the customer portal. When do tasks go to the client portal and when are they removed?

hillel · August 20, 2020, 12:36pm

You can edit the client to enable them to see their tasks in the portal.

cDMB41 · August 20, 2020, 1:56pm

I did that, but it’s not showing up. The tasks tab is there, just the tasks are missing.

hillel · August 20, 2020, 2:09pm

Hmm… in that case I’m not sure I’ll be able to help. I’ve checked the code, it should show non-deleted tasks which haven’t yet been invoiced.

github.com

invoiceninja/invoiceninja/blob/266abc8dd13cc125c94175f61e42f103c2c77a01/app/Ninja/Repositories/TaskRepository.php#L117


                  ->orWhere('contacts.email', 'like', '%'.$filter.'%')
                  ->orWhere('projects.name', 'like', '%'.$filter.'%');
        });
    }

    return $query;
}

public function getClientDatatable($clientId)
{
    $query = DB::table('tasks')
                ->leftJoin('projects', 'projects.id', '=', 'tasks.project_id')
                ->where('tasks.client_id', '=', $clientId)
                ->where('tasks.is_deleted', '=', false)
                ->whereNull('tasks.invoice_id')
                ->select(
                    'tasks.description',
                    'tasks.time_log',
                    'tasks.time_log as duration',
                    DB::raw("SUBSTRING(time_log, 3, 10) date"),
                    'projects.name as project'

cDMB41 · August 20, 2020, 2:16pm

This is what I am seeing. I have attached a list of tasks and their status as well as the portal as I can see it from my admin view.

cDMB41 · August 20, 2020, 2:18pm

hillel · August 20, 2020, 2:27pm

How are you testing? It’s important to use a different browser or incognito mode and access the client portal using the client’s link, either from the client overview page or the edit invoice page.

cDMB41 · August 20, 2020, 2:41pm

Just tried that. Same issue. I don’t think I mentioned this is self-hosted.

hillel · August 20, 2020, 3:27pm

Sorry, not sure… I’m assuming you’re using the latest version.

cDMB41 · August 20, 2020, 3:41pm

Yes. 4.5.19 is the version I am on

hillel · August 20, 2020, 3:56pm

Sorry, I don’t have an answer. You can file a bug on the GitHub repo but we’re currently working on re-implementing this functionality in v5.

cDMB41 · August 20, 2020, 4:06pm

Is version 5 production ready?

hillel · August 20, 2020, 4:10pm

Not yet, hopefully in a few months

cDMB41 · August 20, 2020, 4:10pm

Ok Thank You. I really love the platform