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Document that tagging something with a project never affects visibility

Summary: Fixes T10144.

Test Plan: (-O.O-)

Reviewers: chad

Reviewed By: chad

Maniphest Tasks: T10144

Differential Revision: https://secure.phabricator.com/D15107
This commit is contained in:
epriestley 2016-01-24 09:23:30 -08:00
parent 9c28ae9ba7
commit 7bbd949703

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@ -8,8 +8,48 @@ Overview
NOTE: This document is only partially complete.
Phabricator projects are flexible groups of users and objects.
Phabricator projects are flexible, general-purpose groups of objects that you
can use to organize information. Projects have some basic information like
a name and an icon, and may optionally have members.
For example, you can create projects to provide:
- **Organization**: Create a project to represent a product or initative,
then use it to organize related work.
- **Groups**: Create a project to represent a group of people (like a team),
then add members of the group as project members.
- **Tags**: To create a tag, just create a project without any members. Then
tag anything you want.
- **Access Control Lists**: Add members to a project, then restrict the
visibility of objects to members of that project. See "Understanding
Policies" below to understand how policies and projects interact in
more detail.
Understanding Policies
======================
An important rule to understand about projects is that **adding or removing
projects to an object never affects who can see the object**.
For example, if you tag a task with a project like {nav Backend}, that does not
change who can see the task. In particular, it does not limit visibility to
only members of the "Backend" project, nor does it allow them to see it if they
otherwise could not. Likewise, removing projects does not affect visibility.
If you're familiar with other software that works differently, this may be
unexpected, but the rule in Phabrictor is simple: **adding and removing
projects never affects policies.**
Note that you //can// write policy rules which restrict capabilities to members
of a specific project or set of projects, but you do this by editing an
object's policies and adding rules based on project membership, not by tagging
or untagging the object with projects.
To manage who can seen an object, use the object's policy controls,
Spaces (see @{article:Spaces User Guide}) and Custom Forms
(see @{article:User Guide: Customizing Forms}).
For more details about rationale, see "Policies In Depth", below.
Joining Projects
================
@ -93,3 +133,71 @@ to the workboard view more easily.
**Hide Unused Items**: If you have a project which you don't expect to have
members or won't have a workboard, you can hide these items to streamline the
menu.
Policies In Depth
=================
As discussed above, adding and removing projects never affects who can see an
object. This is an explicit product design choice aimed at reducing the
complexity of policy management.
Phabricator projects are a flexible, general-purpose, freeform tool. This is a
good match for many organizational use cases, but a very poor match for
policies. It is important that policies be predictable and rigid, because the
cost of making a mistake with policies is high (inadvertent disclosure of
private information).
In Phabricator, each object (like a task) can be tagged with multiple projects.
This is important in a flexible organizational tool, but is a liability in a
policy tool.
If each project potentially affected visibility, it would become more difficult
to predict the visibility of objects and easier to make mistakes with policies.
There are different, reasonable expectations about how policies might be
affected when tagging objects with projects, but these expectations are in
conflict, and different users have different expectations. For example:
- if a user adds a project like {nav Backend} to a task, their intent
might be to //open// the task up and share it with the "Backend" team;
- if a user adds a project like {nav Security Vulnerability} to a task,
their intent might be to //close// the task down and restrict it to just
the security team;
- if a user adds a project like {nav Easy Starter Task} to a task, their
intent might be to not affect policies at all;
- if a user adds {nav Secret Inner Council} to a task already tagged with
{nav Security Vulnerability}, their intent might be to //open// the task
to members of //either// project, or //close// the task to just members of
//both// projects;
- if a user adds {nav Backend} to a task already tagged with
{nav Security Vulnerability}, their intent is totally unclear;
- in all cases, users may be adding projects purely to organize objects
without intending to affect policies.
We can't distinguish between these cases without adding substantial complexity,
and even if we made an attempt to navigate this it would still be very
difficult to predict the effect of tagging an object with multiple
policy-affecting projects. Users would need to learn many rules about how these
policy types interacted to predict the policy effects of adding or removing a
project.
Because of the implied complexity, we almost certainly could not prevent some
cases where a user intends to take a purely organizational action (like adding
a {nav Needs Documentation} tag) and accidentally opens a private object to a
wide audience. The policy system is intended to make these catastrophically bad
cases very difficult, and allowing projects to affect policies would make these
mistakes much easier to make.
We believe the only reasonable way we could reduce ambiguity and complexity is
by making project policy actions explicit and rule-based. But we already have a
system for explicit, rule-based management of policies: the policy system. The
policy tools are designed for policy management and aimed at making actions
explicit and mistakes very difficult.
Many of the use cases where project-based access control seems like it might be
a good fit can be satisfied with Spaces instead (see @{article:Spaces User
Guide}). Spaces are explicit, unambiguous containers for groups of objects with
similar policies.
Form customization also provides a powerful tool for making many policy
management tasks easier (see @{article:User Guide: Customizing Forms}).