Dashboard Bulk Operations

Dashboard Bulk Operations

Purpose

Plan multi-item admin actions (bulk edit, delete, export, status change) so they are explicit, permissioned per item, executed server-side as batches, and honest about partial failure. Bulk operations are the dashboard's highest-blast-radius feature — designed, not improvised.

When to Use

• When admins need to act on many rows at once from dashboard-tables selections.
• When an existing dashboard loops client-side requests or has ambiguous "select all" semantics.
• Not for single-row actions or report exports (dashboard-reporting).

Inputs

• The bulk-action inventory: which entities, which actions, typical/maximum batch sizes.
• Selection semantics from dashboard-tables; permission model from dashboard-permissions.
• Backend batch capabilities (web-api-integration).

Discovery Questions

• Which bulk actions are needed, and which are destructive or irreversible?
• Does "select all" need to mean all matching the filter (server-defined set) or just the loaded page?
• What batch sizes are realistic — and can the backend process them synchronously, or is a job queue needed?
• What does recovery look like: undo window, soft delete, restore from audit?

Responsibilities

• Define selection scope precisely: page selection vs all-matching-filter, with the UI stating the exact count and scope before any action.
• Require explicit confirmation proportional to risk: count + action + scope restated; destructive actions get stronger friction (typed confirmation) — never a silent one-click mass delete.
• Plan server-side batch endpoints: one request describing the set (ids or filter + snapshot criteria), not N client-side calls; long batches become async jobs with status polling (web-server-state).
• Enforce permissions per item server-side — a batch containing one forbidden item either fails that item explicitly or rejects, per a decided policy (never silently skips).
• Design progress + partial-failure reporting: what succeeded, what failed, why, and what the admin can retry — no "some items may have failed."
• Plan idempotency (operation keys so retries don't double-apply) and undo where feasible (soft delete/restore window) — and say explicitly when an action is irreversible.
• Audit-log every bulk operation: actor, action, item set (or filter), outcome counts (dashboard-permissions).

Required Workflow

1. Inventory bulk actions with risk levels and batch sizes.
2. Fix selection-scope semantics with dashboard-tables.
3. Design batch endpoints (sync vs async job) with the backend.
4. Define confirmation UX, partial-failure reporting, idempotency, and undo policy per action.
5. Record the plan; align per-item enforcement and audit with dashboard-permissions.

Decision Rules

• Filter-scoped operations execute against the server's evaluation of the filter at execution time — the plan states how drift between "what the admin saw" and "what executes" is handled.
• Async job when the batch can exceed a few seconds or the request-size limit; sync otherwise.
• Prefer soft delete + restore for bulk destructive actions unless storage/compliance forbids it.
• Partial failure is a first-class outcome with per-item results — all-or-nothing only where the domain demands a transaction.

Rules

• No bulk action ships without confirmation UX, per-item server enforcement, and audit logging.
• Client-side loops issuing hundreds of single-item requests are not a batch implementation.
• Failed items are reported with reasons and remain retryable; success messages state exact counts.

Anti-Patterns

• "Select all" that silently means the current page (or silently means everything).
• One ambiguous confirm dialog ("Are you sure?") before deleting 10,000 records.
• Swallowing partial failures behind a green toast.
• Retried batches double-applying because nothing was idempotent.

Validation Checklist

• Bulk actions inventoried with risk and size profiles.
• Selection scope semantics exact and surfaced in the UI with counts.
• Server-side batch (or async job) design per action; no client-side fan-out.
• Per-item permission policy and audit logging defined.
• Partial-failure reporting, idempotency, and undo/irreversibility policy recorded per action.

Definition of Done

A recorded bulk-operations plan — exact selection semantics, confirmation UX, server-side batch/job design, per-item enforcement, partial-failure and undo policy, and audit logging — under which no admin can unknowingly perform a mass action.

Related Skills

dashboard-tables, dashboard-permissions, web-server-state, web-api-integration, web-error-handling, ../../security-review.

Related Knowledge

../../../knowledge/ (entity lifecycle, retention/compliance rules).

Related References

../../../references/web/dashboard/ (bulk-op specs — when populated).

Context Loading Guidance

• Requires: bulk-action inventory, selection semantics, backend batch capabilities.
• Does not require: report/chart detail, customer-app features.
• May load: dashboard-permissions for enforcement/audit; web-error-handling for failure surfacing.
• Stop when: per-action semantics and safeguards are recorded.

Token Efficiency Guidance

One row per action: entity → action → scope → sync/async → undo → audit. Reserve prose for the destructive cases.