Direct Sidebar View Creation Requirements

Overview

Creating a sidebar view currently requires changing an existing view before Save as… becomes available. This makes a basic organizational action feel hidden and risks teaching users that editing an existing view is part of creating a new one.

Requirements

REQ-UI-SIDEBAR-VIEW-CREATION-001: Direct Sidebar View Creation

Intent: Creating a sidebar view currently requires changing an existing view before Save as… becomes available. This makes a basic organizational action feel hidden and risks teaching users that editing an existing view is part of creating a new one.

Acceptance criteria

AC-UI-SIDEBAR-VIEW-CREATION-001.1: The desktop Tasks view picker ends with a separated New view action. The label has no ellipsis because selection creates the view immediately rather than opening a pre-creation dialog.
AC-UI-SIDEBAR-VIEW-CREATION-001.2: The mobile task-switcher sheet exposes a fixed New view action beside the horizontally scrolling saved-view chips and filter control. It remains reachable without hover or horizontal page scrolling and has at least a 40×40 px hit area.
AC-UI-SIDEBAR-VIEW-CREATION-001.3: Selecting New view immediately appends and activates a saved view with canonical defaults: no filters, state ascending sort, repository grouping, and no collapsed groups.
AC-UI-SIDEBAR-VIEW-CREATION-001.4: Canonical defaults do not inherit from the active view, an active draft, or a user-modified All tasks view.
AC-UI-SIDEBAR-VIEW-CREATION-001.5: The automatic name is the lowest exact name not already present: New view, then New view 2, New view 3, and so on. Existing manually duplicated names remain valid.
AC-UI-SIDEBAR-VIEW-CREATION-001.6: After creation, the existing filter popover opens with its rename input focused and prefilled with the automatic name. Saving a rename keeps the popover open so the user can configure filters, sort, and grouping next.
AC-UI-SIDEBAR-VIEW-CREATION-001.7: Rename is optional. Canceling rename, pressing Escape, or closing the popover keeps the already-created view under its automatic name.
AC-UI-SIDEBAR-VIEW-CREATION-001.8: Save as… remains available for deriving a view from unsaved changes; direct creation does not replace or change that workflow.

Migrated source detail

Why

What

The desktop Tasks view picker ends with a separated New view action. The label has no ellipsis because selection creates the view immediately rather than opening a pre-creation dialog.
The mobile task-switcher sheet exposes a fixed New view action beside the horizontally scrolling saved-view chips and filter control. It remains reachable without hover or horizontal page scrolling and has at least a 40×40 px hit area.
Selecting New view immediately appends and activates a saved view with canonical defaults: no filters, state ascending sort, repository grouping, and no collapsed groups.
Canonical defaults do not inherit from the active view, an active draft, or a user-modified All tasks view.
The automatic name is the lowest exact name not already present: New view, then New view 2, New view 3, and so on. Existing manually duplicated names remain valid.
After creation, the existing filter popover opens with its rename input focused and prefilled with the automatic name. Saving a rename keeps the popover open so the user can configure filters, sort, and grouping next.
Rename is optional. Canceling rename, pressing Escape, or closing the popover keeps the already-created view under its automatic name.
Save as… remains available for deriving a view from unsaved changes; direct creation does not replace or change that workflow.
When the active view has unsaved changes, direct creation is disabled and explains that the user must save or discard those changes first. No draft is silently cleared.
A user may save at most 50 sidebar views per workspace. At 50 views, direct creation is disabled with a clear limit reason; backend validation remains authoritative.
The filter popover fits narrow viewports without document-level horizontal overflow.

Workspace scope

Workspace sidebar task views owns saved-view scope and legacy migration. All collection, active-selection, draft, automatic naming, and limit behavior in this document applies per user and workspace.

Persistence and failure behavior

A user settings record that omits sidebar-view fields resolves to one canonical All tasks view and a matching active-view ID in every complete backend settings payload. The canonical view uses no filters, state ascending sort, repository grouping, and no collapsed groups.
The first edit to that canonical view persists its draft without requiring a prior create, rename, or save-as action and without surfacing a sidebar-view settings error.
Replacing the workspace's saved views without an active-view field keeps the persisted active ID referentially valid; an empty replacement resolves to the same canonical All tasks view.
Creation persists the new view and active-view selection immediately through existing backend-owned user settings. A successful create survives reload and is available on the user's other clients.
A failed create restores the previous saved views, active view, and draft, then surfaces the existing sidebar-view sync error. It never leaves a selected view that is absent from persisted settings.
Each new view owns independent filter, sort, and collapsed-group data; later changes to it cannot mutate the canonical default or another view by shared reference.

See ADR 0041 for backend ownership of portable user settings.

Scenarios

GIVEN a new user whose stored settings omit sidebar-view fields, WHEN Kandev returns the user's effective settings, THEN the response contains exactly one canonical All tasks view and its ID is the active-view ID.
GIVEN that new user's canonical All tasks view, WHEN the user changes a filter, sort, or group before creating any other view, THEN the draft persists successfully and no sidebar-view error is shown.
GIVEN a scoped settings update replaces its views with an empty array and omits its active-view field, THEN the effective settings retain the canonical All tasks view and matching active ID.
GIVEN fewer than 50 saved views and no unsaved draft, WHEN the user selects New view, THEN a canonical default view is appended, activated immediately, and offered for focused rename.
GIVEN the active saved view has custom filters, sort, grouping, or collapsed groups, WHEN the user creates a new view, THEN the new view still uses the canonical defaults rather than cloning the active state.
GIVEN saved views named New view and New view 3, WHEN the user creates a new view, THEN its automatic name is New view 2.
GIVEN a newly created view is in rename mode, WHEN the user cancels or closes the popover, THEN the view remains saved and active under its automatic name.
GIVEN a newly created view is in rename mode, WHEN the user saves a nonblank name, THEN the name persists and the filter popover remains open for customization.
GIVEN an unsaved sidebar-view draft, WHEN the user inspects direct creation on desktop or mobile, THEN New view is disabled and communicates that the draft must be saved or discarded first.
GIVEN 50 saved sidebar views, WHEN the user inspects direct creation on desktop or mobile, THEN New view is disabled and communicates the saved-view limit.
GIVEN the create settings write fails, WHEN retry handling finishes, THEN the prior sidebar-view state is restored and the sidebar-view error is shown.
GIVEN a narrow mobile viewport, WHEN the task-switcher sheet opens, THEN New view is touch-reachable, the chip row still scrolls, and neither the bar nor popover causes horizontal page overflow.

Out of scope

Migrating existing non-empty custom views or weakening active-view referential validation.
Changing Save as…, duplicate-view, rename, delete, or saved-view ordering semantics.
A pre-creation naming dialog, cancel-to-delete behavior, or delayed persistence until rename.
Cloning the active view from the direct-create action.
Backend schemas, new endpoints, or a new cross-tab conflict model for full-array user-settings writes.
Broad sidebar visual redesign or animation dependencies.

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