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kandev/docs/specs/tasks/requirements/task-actions-menu-outcomes.md
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2026-09-10 18:01:59 +01:00

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draft tasks 2026-09-03
Kandev

Task Actions Menu Action Outcomes Requirements

Overview

The actions menu added to the task preview and task detail surfaces by Task Actions Menu on Preview and Detail Surfaces reaches task actions that already exist. This file owns what each confirmed action does to task state and to navigation, so that an action taken from one of these two surfaces has the same effect as the same action taken from a Kanban card, and leaves the user somewhere coherent rather than on a surface whose subject no longer exists. Terminology and entry content are defined in the parent requirement and are not restated here; in-flight, concurrent, and failing actions are owned by Task Actions Menu In-Flight and Concurrency.

Requirements

REQ-TASKS-TASK-ACTIONS-MENU-003: Action outcomes and post-action navigation

Intent: An action taken from one of these surfaces has the same effect on task state as the same action taken from a card, and leaves the user somewhere coherent rather than on a surface whose subject no longer exists.

Acceptance criteria

  • AC-TASKS-TASK-ACTIONS-MENU-003.1: When the user selects Archive or Delete from either surface and a confirmation is shown for that action, the system shall open the same confirmation the card actions menu opens, carrying the subject task's title and the same cascade choice, and shall make no state change until the user confirms. Whether a confirmation is shown at all is not decided by this requirement; see AC-TASKS-TASK-ACTIONS-MENU-003.1a.
  • AC-TASKS-TASK-ACTIONS-MENU-003.1a: Whether Archive shows a confirmation is owned by Archive confirmation, not by this requirement. When the archive-confirmation preference is disabled, AC-TASKS-ARCHIVE-CONFIRMATION-001.2 archives the requested task alone, without a dialog and without cascading, from any task surface. These two surfaces are task surfaces, so the system shall take that same path here and shall not show a confirmation the card would not show: this is parity under AC-TASKS-TASK-ACTIONS-MENU-002.1, not an exception to it. On that path the archive request is issued immediately with no cascade, and no confirm gesture exists, so every criterion worded around confirming an archive (AC-TASKS-TASK-ACTIONS-MENU-003.3, AC-TASKS-TASK-ACTIONS-MENU-003.4, AC-TASKS-TASK-ACTIONS-MENU-004.3 and AC-TASKS-TASK-ACTIONS-MENU-004.6) shall be read as taking effect when the request is issued. Where the preference has no stored value the system shall confirm, which is the existing default and not a new one. Delete is unaffected: AC-TASKS-ARCHIVE-CONFIRMATION-001.7 leaves delete confirmations unchanged, so Delete always confirms.
  • AC-TASKS-TASK-ACTIONS-MENU-003.2: When the user cancels or dismisses a confirmation opened from either surface, the system shall leave the task unchanged, shall leave the surface open on the same subject task, and shall make no request.
  • AC-TASKS-TASK-ACTIONS-MENU-003.3: When the user confirms Archive or Delete from the preview surface and the request succeeds, the system shall remove the task from the board and close the preview panel, and shall not navigate to the task detail route.
  • AC-TASKS-TASK-ACTIONS-MENU-003.4: When the user confirms Archive from the detail surface and the request succeeds, the system shall use the same archive-and-switch outcome the existing task-scoped archive entry points use: the next eligible task opens, or the task overview opens when no eligible task remains.
  • AC-TASKS-TASK-ACTIONS-MENU-003.5: When the user confirms Delete from the detail surface and the request succeeds, the system shall remove the task and apply the same switch-to-next-task outcome as AC-TASKS-TASK-ACTIONS-MENU-003.4.
  • AC-TASKS-TASK-ACTIONS-MENU-003.6: When the user selects a Move to or Send to workflow target from either surface, the system shall move the subject task alone to that step, shall keep the surface open on that task, and shall not navigate.
  • AC-TASKS-TASK-ACTIONS-MENU-003.7: When a move made from the detail surface succeeds, the system shall show the new step as current in the top bar's workflow stepper.
  • AC-TASKS-TASK-ACTIONS-MENU-003.8: When the user selects Edit from either surface, the system shall open the existing task edit dialog initialized from the subject task, and shall not navigate or change the active or previewed task; saving shall use the existing task update contract and cancelling shall leave the task unchanged.
  • AC-TASKS-TASK-ACTIONS-MENU-003.9: When the user selects a Link entry from either surface, the system shall open the same link dialog the card actions menu opens for that provider, scoped to the subject task.
  • AC-TASKS-TASK-ACTIONS-MENU-003.10: When the user confirms Detach from parent from either surface, the system shall detach the subject task from its parent and shall leave the surface open on that task.
  • AC-TASKS-TASK-ACTIONS-MENU-003.11: The system shall introduce no API endpoint, request payload, persisted field, permission, or feature flag for any action reached from these surfaces; every action shall use the contract it already uses from the card actions menu.