Google Calendar integration

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See also: Calendar

Starting from version 3.21, ERP can be integrated with Google Calendar: https://calendar.google.com/calendar/u/0/gp

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How does it work? Direct integration with an employee's personal Google Calendar or personal Google account does not make much sense. On one hand, it would require granting the company access to a personal calendar, which some employees may not accept. On the other hand, it is impossible to prohibit some actions with calendar events (for example, changing work dates), even when employees do not have those permissions in ERP. Therefore, the approach is different.

The system automatically creates employee calendar instances, one for each employee, under its own account. Employees are then granted shared access (read-only) to "their calendar". The employee connects this calendar as an additional calendar in Google Calendar. Events cannot be edited by the employee; they are managed by the dispatcher/ERP.

Integration procedure:

1) Create a separate central Google account for the integration (or use an existing account)

2) Open https://console.cloud.google.com/ and create a project

3) Enable the Google Calendar API for the project

4) Create OAuth credentials of the Web application type and specify the ERP URL. Use External mode. The credential is initially created in test status for 7 days. Remember to switch it to Production status after setup and testing.

Authorized redirect URIs:
https://erp.your_net.com/api.php?cat=google
https://erp.your_net.com/settings_task/google_calendar

Then sign in with the integration account.

Error: Error 400: redirect_uri_mismatch - the correct URL is not specified in "Authorized redirect URIs"
Error: Error 403: access_denied

Add test accounts (including the integration account) in the "Audience" - "Test users" section.

5) In ERP, open "Settings - Tasks - Google Calendar", enable calendar integration, and specify all parameters

6) In "Employee card - Edit", check that the email is correct, enable the Google Calendar binding checkbox, and save. CalendarID information will be added and displayed

7) In Google Calendar for the main integration account, all employee calendars will be visible (as a list). Then the employee receives an email invitation to join the shared calendar created for them. The invitation must be accepted.

Notes:

1) When the calendar is initially created, all tasks assigned to this employee starting from one day ago are imported immediately.

2) When an employee's email changes, the calendar is recreated.

3) When the email is removed and/or calendar integration is disabled for an employee, the calendar is deleted. This approach can also be used to recreate the calendar and its events if synchronization problems occur.

4) In the Google Calendar app, this calendar may need to be enabled in the calendar list (it can be connected but disabled by default).

5) For Apple iOS, you can also install the Google Calendar app.

6) When an employee is dismissed, the calendar is disabled and deleted.

7) Optionally, the calendar can display work for this employee's departments.

14) Only tasks with the system roles "Not completed" and "In progress" are displayed. When the task status changes, events are added or removed as needed.