feat(tasks): add justification when marking evidence tasks as not relevant (#2798)

Adds a required justification flow when marking evidence tasks as "not
relevant" so auditors can review why a task was excluded. Shows a
confirmation dialog with a textarea, stores the reason on the task, and
displays a banner on the task detail page.

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

Author: Marfuen

apps/api/src/tasks/tasks.controller.ts

@@ -265,6 +265,12 @@ export class TasksController {
           example: '2025-01-01T00:00:00.000Z',
           description: 'Optional review date to set on all tasks',
         },
+        notRelevantJustification: {
+          type: 'string',
+          example: 'This control is out of scope for our SOC 2 audit.',
+          description:
+            'Required justification when marking evidence tasks as not_relevant',
+        },
       },
       required: ['taskIds', 'status'],
     },
@@ -291,9 +297,10 @@ export class TasksController {
       taskIds: string[];
       status: TaskStatus;
       reviewDate?: string;
+      notRelevantJustification?: string;
     },
   ): Promise<{ updatedCount: number }> {
-    const { taskIds, status, reviewDate } = body;
+    const { taskIds, status, reviewDate, notRelevantJustification } = body;
 
     if (!Array.isArray(taskIds) || taskIds.length === 0) {
       throw new BadRequestException('taskIds must be a non-empty array');
@@ -326,6 +333,7 @@ export class TasksController {
       status,
       parsedReviewDate,
       userId,
+      notRelevantJustification,
     );
   }
 
@@ -811,6 +819,12 @@ export class TasksController {
           format: 'date-time',
           example: '2025-01-01T00:00:00.000Z',
         },
+        notRelevantJustification: {
+          type: 'string',
+          example: 'This control is out of scope for our SOC 2 audit.',
+          description:
+            'Required justification when marking evidence tasks as not_relevant',
+        },
       },
     },
   })
@@ -846,6 +860,7 @@ export class TasksController {
       integrationScheduleFrequency?: string;
       department?: string;
       reviewDate?: string;
+      notRelevantJustification?: string;
     },
   ): Promise<TaskResponseDto> {
     const userId = await this.resolveTaskMutationUserId(
@@ -884,6 +899,7 @@ export class TasksController {
           | undefined,
         department: body.department,
         reviewDate: parsedReviewDate,
+        notRelevantJustification: body.notRelevantJustification,
       },
       userId,
     );

apps/api/src/tasks/tasks.service.ts

@@ -372,6 +372,7 @@ export class TasksService {
     status: TaskStatus,
     reviewDate: Date | undefined,
     changedByUserId: string,
+    notRelevantJustification?: string,
   ): Promise<{ updatedCount: number }> {
     try {
       // Enforce approval workflow: exclude tasks that can't be bulk-updated
@@ -387,11 +388,17 @@ export class TasksService {
         where.approverId = null;
       }
 
+      const justificationData =
+        status === TaskStatus.not_relevant
+          ? { notRelevantJustification: notRelevantJustification ?? null }
+          : { notRelevantJustification: null };
+
       const result = await db.task.updateMany({
         where,
         data: {
           status,
           updatedAt: new Date(),
+          ...justificationData,
           ...(reviewDate !== undefined ? { reviewDate } : {}),
         },
       });
@@ -561,6 +568,7 @@ export class TasksService {
       integrationScheduleFrequency?: TaskFrequency;
       department?: string;
       reviewDate?: Date | null;
+      notRelevantJustification?: string;
     },
     changedByUserId: string,
   ): Promise<TaskResponseDto> {
@@ -596,6 +604,7 @@ export class TasksService {
         integrationScheduleFrequency?: TaskFrequency;
         department?: string;
         reviewDate?: Date | null;
+        notRelevantJustification?: string | null;
       } = {};
 
       if (updateData.title !== undefined) {
@@ -626,6 +635,13 @@ export class TasksService {
           );
         }
         dataToUpdate.status = updateData.status;
+
+        if (updateData.status === TaskStatus.not_relevant) {
+          dataToUpdate.notRelevantJustification =
+            updateData.notRelevantJustification ?? null;
+        } else {
+          dataToUpdate.notRelevantJustification = null;
+        }
       }
       if (updateData.assigneeId !== undefined) {
         if (updateData.assigneeId !== null) {
@@ -712,6 +728,11 @@ export class TasksService {
               field: 'status',
               oldValue: existingTask.status,
               newValue: updateData.status,
+              ...(updateData.status === TaskStatus.not_relevant &&
+                updateData.notRelevantJustification && {
+                  notRelevantJustification:
+                    updateData.notRelevantJustification,
+                }),
             },
           },
         });

apps/app/src/app/(app)/[orgId]/tasks/[taskId]/components/SingleTask.tsx

@@ -39,6 +39,7 @@ import {
   TabsTrigger,
   Text,
 } from '@trycompai/design-system';
+import { SubtractAlt } from '@trycompai/design-system/icons';
 import { CheckCircle2, Clock, Download, RefreshCw, SendHorizontal, Trash2, XCircle } from 'lucide-react';
 import Link from 'next/link';
 import { useParams, useSearchParams } from 'next/navigation';
@@ -177,7 +178,9 @@ export function SingleTask({
   };
 
   const handleUpdateTask = async (
-    updates: Partial<Pick<Task, 'status' | 'assigneeId' | 'approverId' | 'frequency' | 'department' | 'reviewDate'>>,
+    updates: Partial<Pick<Task, 'status' | 'assigneeId' | 'approverId' | 'frequency' | 'department' | 'reviewDate'>> & {
+      notRelevantJustification?: string;
+    },
   ) => {
     try {
       await updateTask({
@@ -187,6 +190,7 @@ export function SingleTask({
         frequency: updates.frequency,
         department: updates.department,
         reviewDate: updates.reviewDate ? String(updates.reviewDate) : undefined,
+        notRelevantJustification: updates.notRelevantJustification,
       });
       toast.success('Task updated');
       mutateActivity();
@@ -318,6 +322,11 @@ export function SingleTask({
         )}
       </Stack>
 
+      {/* Not Relevant Banner */}
+      {task.status === 'not_relevant' && task.notRelevantJustification && (
+        <NotRelevantBanner justification={task.notRelevantJustification} />
+      )}
+
       {/* Approval Banner */}
       {evidenceApprovalEnabled && isInReview && (
         <ApprovalBanner
@@ -539,6 +548,20 @@ function TaskActivitySection({ taskId }: { taskId: string }) {
   return <RecentAuditLogs logs={logs} />;
 }
 
+function NotRelevantBanner({ justification }: { justification: string }) {
+  return (
+    <div className="rounded-lg border border-l-4 border-border border-l-muted-foreground/50 bg-muted/30 p-4">
+      <HStack gap="sm" align="start">
+        <SubtractAlt size={20} className="text-muted-foreground mt-0.5 shrink-0" />
+        <Stack gap="xs">
+          <Text size="sm" weight="medium">Marked as Not Relevant</Text>
+          <Text size="sm" variant="muted">{justification}</Text>
+        </Stack>
+      </HStack>
+    </div>
+  );
+}
+
 function ApprovalBanner({
   canApprove,
   canCancel,

apps/app/src/app/(app)/[orgId]/tasks/[taskId]/components/TaskPropertiesSidebar.tsx

@@ -22,12 +22,16 @@ import {
   Text,
 } from '@trycompai/design-system';
 import { Calendar } from 'lucide-react';
+import { useState } from 'react';
+import { NotRelevantJustificationDialog } from '../../components/NotRelevantJustificationDialog';
 import { useTask } from '../hooks/use-task';
 import { taskStatuses, taskFrequencies, taskDepartments } from './constants';
 
 interface TaskPropertiesSidebarProps {
   handleUpdateTask: (
-    data: Partial<Pick<Task, 'status' | 'assigneeId' | 'approverId' | 'frequency' | 'department' | 'reviewDate'>>,
+    data: Partial<Pick<Task, 'status' | 'assigneeId' | 'approverId' | 'frequency' | 'department' | 'reviewDate'>> & {
+      notRelevantJustification?: string;
+    },
   ) => void;
   evidenceApprovalEnabled?: boolean;
   onRequestApproval?: () => void;
@@ -43,6 +47,7 @@ export function TaskPropertiesSidebar({
   const { members } = useOrganizationMembers();
   const { hasPermission } = usePermissions();
   const canUpdate = hasPermission('task', 'update');
+  const [justificationDialogOpen, setJustificationDialogOpen] = useState(false);
 
   if (isLoading || !task) return null;
 
@@ -55,10 +60,23 @@ export function TaskPropertiesSidebar({
       onRequestApproval();
       return;
     }
+    if (selectedStatus === 'not_relevant') {
+      setJustificationDialogOpen(true);
+      return;
+    }
     handleUpdateTask({ status: selectedStatus as TaskStatus });
   };
 
+  const handleNotRelevantConfirm = (justification: string) => {
+    handleUpdateTask({
+      status: 'not_relevant' as TaskStatus,
+      notRelevantJustification: justification,
+    });
+    setJustificationDialogOpen(false);
+  };
+
   return (
+  <>
     <Section title="Evidence Settings">
       <Stack gap="md">
         <Grid cols={{ base: '1', md: '2' }} gap="4">
@@ -170,5 +188,12 @@ export function TaskPropertiesSidebar({
         </Grid>
       </Stack>
     </Section>
+
+    <NotRelevantJustificationDialog
+      open={justificationDialogOpen}
+      onOpenChange={setJustificationDialogOpen}
+      onConfirm={handleNotRelevantConfirm}
+    />
+  </>
   );
 }

apps/app/src/app/(app)/[orgId]/tasks/[taskId]/hooks/use-task.ts

@@ -18,6 +18,7 @@ interface UpdateTaskPayload {
   title?: string;
   description?: string;
   integrationScheduleFrequency?: TaskFrequency;
+  notRelevantJustification?: string;
 }
 
 interface UseTaskReturn {

apps/app/src/app/(app)/[orgId]/tasks/components/BulkTaskStatusChangeModal.tsx

@@ -1,6 +1,7 @@
 'use client';
 
 import { SelectAssignee } from '@/components/SelectAssignee';
+import { Label, Textarea } from '@trycompai/design-system';
 import { Button } from '@trycompai/ui/button';
 import {
   Dialog,
@@ -10,7 +11,6 @@ import {
   DialogHeader,
   DialogTitle,
 } from '@trycompai/ui/dialog';
-import { Label } from '@trycompai/ui/label';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@trycompai/ui/select';
 import { Member, TaskStatus, User } from '@db';
 import { Loader2 } from 'lucide-react';
@@ -48,16 +48,19 @@ export function BulkTaskStatusChangeModal({
   const [status, setStatus] = useState<TaskStatus>(defaultStatus);
   const [isSubmitting, setIsSubmitting] = useState(false);
   const [approverId, setApproverId] = useState<string | null>(null);
+  const [justification, setJustification] = useState('');
   const selectedCount = selectedTaskIds.length;
   const isSingular = selectedCount === 1;
 
   // Whether we need approval for this status change
   const needsApproval = evidenceApprovalEnabled && status === TaskStatus.done;
+  const isNotRelevant = status === TaskStatus.not_relevant;
 
   useEffect(() => {
     if (open) {
       setStatus(defaultStatus);
       setApproverId(null);
+      setJustification('');
     }
   }, [defaultStatus, open]);
 
@@ -82,7 +85,12 @@ export function BulkTaskStatusChangeModal({
       } else {
         // Normal bulk status change using hook
         const reviewDate = status === TaskStatus.done ? new Date().toISOString() : undefined;
-        const { updatedCount } = await bulkUpdateStatus(selectedTaskIds, status, reviewDate);
+        const { updatedCount } = await bulkUpdateStatus(
+          selectedTaskIds,
+          status,
+          reviewDate,
+          isNotRelevant ? justification.trim() || undefined : undefined,
+        );
         toast.success(`Updated ${updatedCount} task${updatedCount === 1 ? '' : 's'}`);
       }
 
@@ -142,6 +150,22 @@ export function BulkTaskStatusChangeModal({
               />
             </div>
           )}
+
+          {isNotRelevant && (
+            <div className="space-y-2">
+              <Label htmlFor="bulk-justification">Justification</Label>
+              <Textarea
+                id="bulk-justification"
+                placeholder="e.g. This control is out of scope for our current compliance program..."
+                value={justification}
+                onChange={(e) => setJustification(e.target.value)}
+                rows={3}
+              />
+              <p className="text-xs text-muted-foreground">
+                Auditors may review this justification during an audit.
+              </p>
+            </div>
+          )}
         </div>
 
         <DialogFooter className="flex justify-end gap-2">

apps/app/src/app/(app)/[orgId]/tasks/components/ModernSingleStatusTaskList.test.tsx

@@ -143,6 +143,7 @@ const mockTasks = [
     approvalComment: null,
     organizationId: 'org_1',
     embeddingHash: null,
+    notRelevantJustification: null,
     controls: [],
   },
   {
@@ -170,6 +171,7 @@ const mockTasks = [
     approvalComment: null,
     organizationId: 'org_1',
     embeddingHash: null,
+    notRelevantJustification: null,
     controls: [],
   },
 ];