Summary Tasks and WBS Rollup

Summary tasks are parent nodes in the Work Breakdown Structure (WBS). Their duration, dates, and progress are computed by the scheduler from their children — a summary is never edited directly.

Use summary tasks to group related work into phases, deliverables, or work packages.

What rolls up

Field	Rollup rule
`start`	Earliest `start` among children
`finish`	Latest `finish` among children
`duration`	Span from `start` to `finish` (working days, per project calendar)
`percent_complete`	Duration-weighted average of children’s `percent_complete`
`is_critical`	True if any descendant is on the critical path

Summary tasks cannot hold resource assignments, time entries, or direct dependencies. Add those on leaf tasks; the rollup will update on the next scheduler run.

Gantt visual

Summary bars render as an 8px-tall filled bar with filled-diamond end-caps at the start and finish dates — the same diamond geometry used for milestones, rotated 45°. The end-caps disambiguate a summary from a regular task bar at a glance.

A chevron in the WBS column collapses and expands the subtree:

▸ — collapsed (children hidden)
▾ — expanded (children visible)

Collapsing a summary only hides its descendants from the list; it does not affect the schedule or the rollup.

Keyboard shortcuts (WBS view)

When a task row is focused in the WBS view:

Shortcut	Action
`Tab`	Indent — make this task a child of the task above it
`Shift` + `Tab`	Outdent — move this task up one level in the hierarchy
`Alt` + `↑` / `Alt` + `↓`	Reorder within the current parent
`↑` / `↓`	Move focus to the previous / next visible task
`Enter` on chevron	Toggle expand / collapse of the focused summary

Indent and outdent call the useIndentTask / useOutdentTask mutations. A one-line aria-live announcement (“Task indented”, “Cannot outdent: task is already at root level”, etc.) is emitted for screen reader users on every action.

Expanding or collapsing a summary announces "<Name> expanded, N children visible." or "<Name> collapsed.".

Drag-and-drop indent

Dragging a task row onto a summary row in the WBS view re-parents the dragged task under that summary. A drop-zone indicator highlights the target summary, and an aria-live region announces "<Task> will become child of <Summary>" on hover before the drop commits.

Dropping onto the empty area below a summary’s children inserts at the end of that subtree. The scheduler recomputes the rollup on the next tick.

API

GET /api/v1/projects/{id}/tasks/?include_summary=true

Returns the full hierarchy with each task’s wbs_path (ltree) and parent_id. Summary rows include a computed child_count field so clients can render the chevron without a second query.

See the API reference for the complete schema.

Source

Path	Purpose
`src/features/wbs/WbsView.tsx`	WBS table with keyboard + DnD handlers
`src/features/schedule/engine/GanttRenderer.ts`	`drawSummaryBar` — 8px bar with diamond end-caps
`src/features/schedule/wbsAnnouncement.ts`	Expand / collapse aria-live formatter
`src/hooks/useTaskMutations.ts`	`useIndentTask`, `useOutdentTask`, `useReorderTasks`
`src/stores/wbsStore.ts`	Expanded / collapsed state per summary