Headroom - Foundation

openspec/changes/headroom-foundation/specs/forecast-reporting/spec.md

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+## ADDED Requirements
+
+### Requirement: Generate multi-period forecast report
+The system SHALL generate forecast reports showing allocations and revenue projections across multiple months.
+
+#### Scenario: View 3-month forecast
+- **WHEN** a manager requests a forecast report for February-April 2026
+- **THEN** the system displays all projects with allocations in that period
+- **AND** for each project shows month-by-month allocation breakdown
+- **AND** calculates revenue forecast based on allocations × hourly rates
+
+#### Scenario: Forecast includes variance indicators
+- **WHEN** viewing the forecast report
+- **THEN** the system shows forecasted hours vs approved estimate for each project
+- **AND** displays GREEN/YELLOW/RED indicators for over/under-allocation
+
+### Requirement: Filter forecast by project
+The system SHALL allow filtering forecast reports by project, status, or type.
+
+#### Scenario: Filter by project status
+- **WHEN** filtering forecast report to show only "In-Progress" projects
+- **THEN** the system displays only projects with that status
+
+#### Scenario: Filter by project type
+- **WHEN** filtering forecast report to show only "Project" type (billable)
+- **THEN** the system excludes "Support" type projects from the report
+
+### Requirement: Filter forecast by team
+The system SHALL allow filtering forecast reports by team or team member.
+
+#### Scenario: Filter by team member
+- **WHEN** filtering forecast report to show allocations for "John Doe"
+- **THEN** the system displays only projects where John Doe has allocations
+
+#### Scenario: Filter by role/team
+- **WHEN** filtering forecast report to show allocations for "Backend Developer" role
+- **THEN** the system displays allocations for all team members with that role
+
+### Requirement: Forecast revenue calculation
+The system SHALL calculate revenue forecasts based on allocations multiplied by team member hourly rates.
+
+#### Scenario: Calculate monthly revenue forecast
+- **WHEN** a project has allocations: Developer A 40h @ $150/h, Developer B 30h @ $125/h
+- **THEN** the system calculates monthly revenue forecast as $9,750 (40×$150 + 30×$125)
+
+#### Scenario: Calculate total revenue forecast for period
+- **WHEN** viewing forecast for Feb-Apr
+- **AND** total allocations are: Feb $9,750, Mar $12,000, Apr $6,000
+- **THEN** the system calculates total period revenue forecast as $27,750
+
+### Requirement: Forecast summary aggregations
+The system SHALL provide summary aggregations across all projects in the forecast.
+
+#### Scenario: Total approved hours vs allocated hours
+- **WHEN** viewing forecast summary
+- **THEN** the system displays total approved estimate across all projects
+- **AND** displays total allocated hours across all projects
+- **AND** shows overall variance percentage
+
+#### Scenario: Revenue forecast summary
+- **WHEN** viewing forecast summary
+- **THEN** the system displays total possible revenue (if all projects delivered at 100% allocation)
+- **AND** displays current forecasted revenue based on actual allocations
+
+### Requirement: Customizable date range
+The system SHALL allow selecting custom date ranges for forecast reports.
+
+#### Scenario: Select date range
+- **WHEN** a manager selects "From: 2026-02" and "To: 2026-06"
+- **THEN** the system generates forecast for those 5 months