feat(allocation): implement resource allocation feature
- Add AllocationController with CRUD + bulk endpoints - Add AllocationValidationService for capacity/estimate validation - Add AllocationMatrixService for optimized matrix queries - Add AllocationPolicy for authorization - Add AllocationResource for API responses - Add frontend allocationService and matrix UI - Add E2E tests for allocation matrix (20 tests) - Add unit tests for validation service and policies - Fix month format conversion (YYYY-MM to YYYY-MM-01)
This commit is contained in:
2
openspec/changes/capacity-expert-mode/.openspec.yaml
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openspec/changes/capacity-expert-mode/.openspec.yaml
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schema: spec-driven
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created: 2026-02-20
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33
openspec/changes/capacity-expert-mode/decision-log.md
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openspec/changes/capacity-expert-mode/decision-log.md
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# Decision Log: capacity-expert-mode
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## 2026-02-24 — Timezone & Accessibility Fixes
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### Issue
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User reported that weekend shading in Expert Mode was misaligned (showing on 5th/6th instead of 4th/5th for April 2026). Additionally, the shading was too subtle for colorblind users, and cells were not prefilled with `O`/`H` for weekends/holidays.
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### Root Cause
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Browser `new Date('YYYY-MM-DD')` interprets dates in local timezone, causing dates to shift for users west of UTC. A user in UTC-6 sees `2026-04-04` as `2026-04-03T18:00`, which reports as Friday instead of Saturday.
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### Decisions Made
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| # | Decision | Rationale |
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|---|----------|-----------|
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| D8 | Use Eastern Time (America/New_York) as canonical timezone for weekend/holiday detection | Ensures consistent business-day alignment; future configurable |
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| D9 | Use high-contrast styling for weekends/holidays (solid backgrounds + borders) | Accessibility for colorblind users |
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| D10 | Prefill weekends with `O`, holidays with `H` on grid load | Matches user expectations; reduces manual entry |
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| D11 | Frontend and backend must sync when seeding default values | Prevents divergent behavior on refresh |
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### Implementation Notes
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- Frontend: Parse dates as `new Date(dateStr + 'T00:00:00')` to avoid timezone drift
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- Backend: Use Carbon with `America/New_York` timezone
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- Both sides must implement identical prefill logic
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### Future Considerations
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- Make timezone configurable per-team or per-user (v2)
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- Extract prefill rules to shared configuration
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---
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## Earlier Decisions
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See `design.md` sections D1-D7 for original design decisions.
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230
openspec/changes/capacity-expert-mode/design.md
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230
openspec/changes/capacity-expert-mode/design.md
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## Context
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Capacity Planning currently uses a per-member calendar card view: one team member selected at a time, one dropdown per day. This is readable but slow — unsuitable for a daily standup where a manager needs to review and adjust the whole team's availability in under a minute.
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The sample spreadsheet (`test-results/Sample-Capacity-Expert.xlsx`) demonstrates the target UX: a dense matrix with members as rows and days as columns, using short tokens (`H`, `O`, `0`, `.5`, `1`) for fast keyboard entry, with live KPI totals at the top.
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Expert Mode is additive — the existing calendar, summary, holidays, and PTO tabs remain unchanged.
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## Goals / Non-Goals
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**Goals:**
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- Spreadsheet-style planning grid: all team members × all working days in one view
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- Token-based cell input: `H`, `O`, `0`, `.5`, `0.5`, `1` only
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- Live KPI bar: Capacity (person-days) and Projected Revenue update as cells change
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- Batch save: single Submit commits all pending changes in one API call
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- Toggle persisted in `localStorage` so standup users stay in Expert Mode
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- Auto-render `0` as `O` on weekend columns, `H` on holiday columns
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- Invalid token → red cell on blur, Submit globally disabled
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**Non-Goals:**
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- Arbitrary decimal availability values (e.g. `0.25`, `0.75`) — v1 stays at `0/0.5/1`
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- Scenario planning / draft versioning
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- Multi-month grid view
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- Import/export to Excel/CSV (deferred to Phase 2)
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- Real-time multi-user collaboration / conflict resolution
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- Role-based access control for Expert Mode (all authenticated users can use it)
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## Decisions
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### D1: Token model — display vs. storage
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**Decision**: Separate `rawToken` (display) from `numericValue` (math/storage).
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```
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cell = {
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rawToken: "H" | "O" | "0" | ".5" | "0.5" | "1" | <invalid string>,
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numericValue: 0 | 0.5 | 1 | null, // null = invalid
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dirty: boolean, // changed since last save
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valid: boolean
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}
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```
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Normalization table:
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| Input | numericValue | Display |
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|-------|-------------|---------|
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| `H` | `0` | `H` |
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| `O` | `0` | `O` |
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| `0` | `0` | `0` (or `O`/`H` if weekend/holiday — see D3) |
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| `.5` | `0.5` | `0.5` |
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| `0.5` | `0.5` | `0.5` |
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| `1` | `1` | `1` |
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| other | `null` | raw text (red) |
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**Rationale**: Keeps math clean, preserves user intent in display, avoids ambiguity in totals.
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**Alternative considered**: Store `H`/`O` as strings in DB — rejected because it would require schema changes and break existing capacity math.
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---
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### D2: Batch API endpoint
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**Decision**: Add `POST /api/capacity/availability/batch` accepting an array of availability updates.
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```json
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// Request
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{
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"month": "2026-02",
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"updates": [
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{ "team_member_id": "uuid", "date": "2026-02-03", "availability": 1 },
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{ "team_member_id": "uuid", "date": "2026-02-04", "availability": 0.5 }
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]
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}
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// Response 200
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{
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"data": {
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"saved": 12,
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"month": "2026-02"
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}
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}
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```
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Validation: each `availability` must be in `[0, 0.5, 1]`. Month-level cache flushed once after all upserts (not per-row).
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**Rationale**: Single-cell endpoint (`POST /api/capacity/availability`) would require N calls for N dirty cells — too chatty for standup speed. Batch endpoint reduces to 1 call and 1 cache flush.
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**Alternative considered**: WebSocket streaming — overkill for v1, deferred.
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---
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### D3: Auto-render `0` as contextual marker
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**Decision**: On blur, if `numericValue === 0` and the column is a weekend → display `O`; if column is a holiday → display `H`; otherwise display `0`.
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**Rationale**: Keeps the grid visually scannable (weekends/holidays obvious at a glance) without forcing users to type `O`/`H` manually.
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**Alternative considered**: Always show `0` — simpler but loses the visual shorthand that makes standups fast.
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---
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### D4: localStorage persistence for toggle
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**Decision**: Persist Expert Mode preference as `headroom.capacity.expertMode` (boolean) in `localStorage`. Default `false`.
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**Rationale**: No backend dependency, instant, consistent with existing sidebar/layout persistence pattern in the app. Multi-device sync is not a requirement for v1.
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---
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### D5: Toggle placement
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**Decision**: Expert Mode toggle (label + switch) sits right-aligned on the same row as the Calendar/Summary/Holidays/PTO tabs.
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```
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[Calendar] [Summary] [Holidays] [PTO] Expert mode [OFF●ON]
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```
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**Rationale**: Tabs are content sections; Expert Mode is a view behavior. Placing it as a tab would imply it's a separate section rather than a mode overlay. Right-aligned toggle is a common pattern (e.g. "Compact view", "Dark mode") that communicates "this changes how you see things, not what you see."
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---
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### D6: Submit gating
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**Decision**: The Submit button is disabled if:
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1. Any cell has `valid === false`, OR
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2. No cells are `dirty` (nothing to save)
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On submit: collect all dirty+valid cells, POST to batch endpoint, clear dirty flags on success, show toast.
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**Rationale**: Prevents partial saves with invalid data. Dirty check avoids unnecessary API calls.
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---
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### D7: Grid data loading
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**Decision**: Expert Mode loads all team members' individual capacity in parallel on mount (one request per member). Results are merged into a single grid state object keyed by `{memberId, date}`.
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**Rationale**: Existing `GET /api/capacity?month=&team_member_id=` endpoint already returns per-member details. Reusing it avoids a new read endpoint. Parallel fetching keeps load time acceptable for typical team sizes (8–20 members).
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**Alternative considered**: New `GET /api/capacity/team/details` returning all members in one call — valid future optimization, deferred.
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---
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### D8: Timezone normalization for weekend/holiday detection
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**Decision**: All date calculations for weekend/holiday detection MUST use Eastern Time (America/New_York) as the canonical timezone. Both frontend and backend must use the same timezone normalization to ensure consistent cell styling and prefill behavior.
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**Implementation**:
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- Frontend: Use `new Date(dateStr + 'T00:00:00')` or parse date components manually to avoid local timezone drift
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- Backend: Use Carbon with `timezone('America/New_York')` for all weekend/holiday checks
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- Future: Make timezone configurable per-team or per-user (deferred to v2)
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**Rationale**: Browser `new Date('YYYY-MM-DD')` interprets the date in local timezone, causing weekend columns to shift by one day for users in timezones behind UTC (e.g., a Saturday showing as Friday in Pacific Time). Eastern Time provides consistent business-day alignment for US-based teams.
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**Example bug fixed**: April 2026 — 4th and 5th are Saturday/Sunday. Without timezone normalization, users in UTC-6 or later saw weekend shading on 5th and 6th instead.
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---
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### D9: Accessibility-enhanced weekend/holiday styling
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**Decision**: Weekend and holiday cells must use high-contrast visual treatments that work for colorblind users:
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| Cell Type | Background | Border | Additional Indicator |
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|-----------|------------|--------|---------------------|
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| Weekend | `bg-base-300` (solid) | `border-base-400` | — |
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| Holiday | `bg-warning/40` | `border-warning` | Bold `H` marker in cell |
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**Rationale**: Previous implementation used subtle opacity (`bg-base-200/30`, `bg-warning/10`) which was nearly invisible for colorblind users. Solid backgrounds with borders provide sufficient contrast without relying solely on color differentiation.
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---
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### D10: Prefill weekends with `O`, holidays with `H`
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**Decision**: When loading a month in Expert Mode, cells for weekend days must be prefilled with `O` (Off) and cells for holidays must be prefilled with `H`. This applies to:
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1. Initial grid load (no existing availability data)
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2. Days that would otherwise default to `1` (full availability)
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**Frontend behavior**:
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```typescript
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function getDefaultValue(date: string, isWeekend: boolean, isHoliday: boolean): NormalizedToken {
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if (isHoliday) return { rawToken: 'H', numericValue: 0, valid: true };
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if (isWeekend) return { rawToken: 'O', numericValue: 0, valid: true };
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return { rawToken: '1', numericValue: 1, valid: true };
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}
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```
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**Backend behavior**: When seeding availability for a new month, the backend must also use this logic to ensure consistency. Frontend and backend MUST stay in sync.
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**Rationale**: Users expect weekends and holidays to be "off" by default. Prefilling communicates this immediately and reduces manual entry. Synchronizing frontend/backend prevents confusion where one shows defaults the other doesn't recognize.
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---
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### D11: Frontend/Backend sync when seeding months
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**Decision**: Any logic that determines default availability values (weekend = O, holiday = H, weekday = 1) must be implemented identically in both frontend and backend. Changes to this logic require updating both sides simultaneously.
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**Enforcement**:
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- Shared documentation of the prefill rules (this design.md)
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- Unit tests on both sides that verify the same inputs produce the same outputs
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- Consider extracting to a shared configuration file or API endpoint in v2
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**Rationale**: Divergent defaults cause confusing UX where the grid shows one thing but the backend stores another, or where refresh changes values unexpectedly.
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---
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## Risks / Trade-offs
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| Risk | Mitigation |
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|------|-----------|
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| Large teams (50+ members) make grid slow to load | Parallel fetch + loading skeleton; virtual scrolling deferred to v2 |
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| Cache invalidation storm on batch save | `CapacityService::batchUpsertAvailability()` flushes month-level cache once after all upserts, not per-row |
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| User switches mode with unsaved dirty cells | Warn dialog: "You have unsaved changes. Discard?" before switching away |
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| Two users editing same month simultaneously | Last-write-wins (acceptable for v1; no concurrent editing requirement) |
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| Wide grid overflows on small screens | Horizontal scroll on grid container; toggle hidden on mobile (< md breakpoint) |
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| `.5` normalization confusion | Normalize on blur, not on keystroke — user sees `.5` become `0.5` only after leaving cell |
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## Migration Plan
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- No database migrations required.
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- No breaking API changes — new batch endpoint is additive.
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- Feature flag: Expert Mode toggle defaults to `false`; users opt in.
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- Rollback: remove toggle + grid component; existing calendar mode unaffected.
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## Open Questions
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- *(Resolved)* Token set: `H`, `O`, `0`, `.5`, `0.5`, `1` only.
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- *(Resolved)* `H` and `O` are interchangeable (both = `0`).
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- *(Resolved)* `0` on weekend auto-renders `O`; on holiday auto-renders `H`.
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- *(Resolved)* Persist toggle in `localStorage`.
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- Should Expert Mode be accessible to all roles, or only Superuser/Manager? → **v1: all authenticated users** (RBAC deferred).
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- Should the KPI bar show per-member revenue breakdown inline, or only team totals? → **v1: team totals only** (matches sample sheet header).
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32
openspec/changes/capacity-expert-mode/proposal.md
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openspec/changes/capacity-expert-mode/proposal.md
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## Why
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Capacity planning today requires switching between team members one at a time in a calendar card view — too slow for a daily standup. Managers need a spreadsheet-style grid where the entire team's availability for the month is visible and editable at a glance, in under a minute.
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## What Changes
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- Add an **Expert Mode toggle** to the Capacity Planning page (right-aligned on the tabs row), persisted in `localStorage`.
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- When Expert Mode is ON, replace the per-member calendar card view with a **dense planning grid**: team members as rows, days-of-month as columns.
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- Each cell accepts exactly one of: `H`, `O`, `0`, `.5`, `0.5`, `1` — any other value is invalid (red on blur, submit disabled globally).
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- `H` and `O` are interchangeable display tokens that both normalize to `0` for math; the frontend always preserves and displays the typed token.
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- Typing `0` on a weekend column auto-renders as `O`; typing `0` on a holiday column auto-renders as `H`.
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- Live KPI bar above the grid shows **Capacity (person-days)** and **Projected Revenue** updating as cells change.
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- Batch save: a single **Submit** button commits all pending changes; disabled while any invalid cell exists.
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- Backend gains a new **batch availability endpoint** to accept multiple `{team_member_id, date, availability}` entries in one request.
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## Capabilities
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### New Capabilities
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- `capacity-expert-mode`: Spreadsheet-style planning grid for bulk team availability editing with token-based input, live KPI bar, and batch save.
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### Modified Capabilities
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- `capacity-planning`: Existing per-member calendar and summary remain unchanged; Expert Mode is purely additive. No requirement changes to existing scenarios.
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## Impact
|
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- **Frontend**: New `CapacityExpertGrid` component; `capacity/+page.svelte` gains mode toggle + localStorage persistence; `capacity.ts` API client gains batch update function; new `expertModeStore` or localStorage util.
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- **Backend**: New `POST /api/capacity/availability/batch` endpoint in `CapacityController`; `CapacityService` gains `batchUpsertAvailability()` with consolidated cache invalidation.
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- **No schema changes**: `team_member_daily_availabilities` table is unchanged; values stored remain `0`, `0.5`, `1`.
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- **No breaking changes**: Existing calendar mode, summary, holidays, and PTO tabs are unaffected.
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- **Tests**: New unit tests for token normalization/validation; new feature test for batch endpoint; new component tests for grid and toggle.
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## ADDED Requirements
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||||
### Requirement: Toggle Expert Mode
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The system SHALL provide a toggle switch on the Capacity Planning page that enables or disables Expert Mode. The toggle SHALL be persisted in `localStorage` under the key `headroom.capacity.expertMode` so the user's preference survives page reloads.
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||||
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||||
#### Scenario: Toggle defaults to off
|
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- **WHEN** a user visits the Capacity Planning page for the first time
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||||
- **THEN** Expert Mode is off and the standard calendar view is shown
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||||
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||||
#### Scenario: Toggle persists across reloads
|
||||
- **WHEN** a user enables Expert Mode and reloads the page
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||||
- **THEN** Expert Mode is still enabled and the grid view is shown
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||||
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||||
#### Scenario: Toggle is right-aligned on the tabs row
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||||
- **WHEN** the Capacity Planning page is rendered
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||||
- **THEN** the Expert Mode toggle appears right-aligned on the same row as the Calendar, Summary, Holidays, and PTO tabs
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||||
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||||
#### Scenario: Switching mode with unsaved changes warns user
|
||||
- **WHEN** a user has dirty (unsaved) cells in the Expert Mode grid
|
||||
- **AND** the user toggles Expert Mode off
|
||||
- **THEN** the system shows a confirmation dialog: "You have unsaved changes. Discard and switch?"
|
||||
- **AND** if confirmed, changes are discarded and the calendar view is shown
|
||||
|
||||
---
|
||||
|
||||
### Requirement: Display Expert Mode planning grid
|
||||
The system SHALL render a dense planning grid when Expert Mode is enabled. The grid SHALL show all active team members as rows and all days of the selected month as columns.
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||||
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||||
#### Scenario: Grid shows all active team members
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||||
- **WHEN** Expert Mode is enabled for a given month
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||||
- **THEN** each active team member appears as a row in the grid
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||||
- **AND** inactive team members are excluded
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||||
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||||
#### Scenario: Grid shows all days of the month as columns
|
||||
- **WHEN** Expert Mode is enabled for February 2026
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||||
- **THEN** the grid has 28 columns (one per calendar day)
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||||
- **AND** each column header shows the day number
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||||
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||||
#### Scenario: Weekend columns are visually distinct
|
||||
- **WHEN** the grid is rendered
|
||||
- **THEN** weekend columns (Saturday, Sunday) are visually distinguished (e.g. muted background)
|
||||
|
||||
#### Scenario: Holiday columns are visually distinct
|
||||
- **WHEN** a day in the month is a company holiday
|
||||
- **THEN** that column header is visually marked as a holiday
|
||||
|
||||
#### Scenario: Grid loads existing availability data
|
||||
- **WHEN** Expert Mode grid is opened for a month where availability overrides exist
|
||||
- **THEN** each cell pre-populates with the stored token matching the saved availability value
|
||||
|
||||
---
|
||||
|
||||
### Requirement: Cell token input and validation
|
||||
The system SHALL accept exactly the following tokens in each grid cell: `H`, `O`, `0`, `.5`, `0.5`, `1`. Any other value SHALL be treated as invalid.
|
||||
|
||||
#### Scenario: Valid token accepted on blur
|
||||
- **WHEN** a user types `1` into a cell and moves focus away
|
||||
- **THEN** the cell displays `1` and is marked valid
|
||||
|
||||
#### Scenario: Valid token `.5` normalized on blur
|
||||
- **WHEN** a user types `.5` into a cell and moves focus away
|
||||
- **THEN** the cell displays `0.5` and is marked valid with numeric value `0.5`
|
||||
|
||||
#### Scenario: `H` and `O` accepted on any date
|
||||
- **WHEN** a user types `H` or `O` into any cell (weekend, holiday, or working day)
|
||||
- **THEN** the cell is marked valid with numeric value `0`
|
||||
- **AND** the display shows the typed token (`H` or `O`)
|
||||
|
||||
#### Scenario: Invalid token marked red on blur
|
||||
- **WHEN** a user types `2` or `abc` or any value not in the allowed set into a cell and moves focus away
|
||||
- **THEN** the cell border turns red
|
||||
- **AND** the raw text is preserved so the user can correct it
|
||||
|
||||
#### Scenario: Submit disabled while invalid cell exists
|
||||
- **WHEN** any cell in the grid has an invalid token
|
||||
- **THEN** the Submit button is disabled
|
||||
|
||||
#### Scenario: `0` auto-renders as `O` on weekend column
|
||||
- **WHEN** a user types `0` into a cell whose column is a weekend day and moves focus away
|
||||
- **THEN** the cell displays `O` (not `0`)
|
||||
- **AND** the numeric value is `0`
|
||||
|
||||
#### Scenario: `0` auto-renders as `H` on holiday column
|
||||
- **WHEN** a user types `0` into a cell whose column is a company holiday and moves focus away
|
||||
- **THEN** the cell displays `H` (not `0`)
|
||||
- **AND** the numeric value is `0`
|
||||
|
||||
---
|
||||
|
||||
### Requirement: Live KPI bar in Expert Mode
|
||||
The system SHALL display a live KPI bar above the grid showing team-level Capacity (person-days) and Projected Revenue, updating in real time as cell values change.
|
||||
|
||||
#### Scenario: KPI bar shows correct capacity on load
|
||||
- **WHEN** Expert Mode grid loads for a month
|
||||
- **THEN** the KPI bar shows total team capacity in person-days matching the sum of all members' numeric cell values
|
||||
|
||||
#### Scenario: KPI bar updates when a cell changes
|
||||
- **WHEN** a user changes a valid cell from `1` to `0.5`
|
||||
- **THEN** the KPI bar immediately reflects the reduced capacity and revenue without a page reload
|
||||
|
||||
#### Scenario: Invalid cells excluded from KPI totals
|
||||
- **WHEN** a cell contains an invalid token
|
||||
- **THEN** that cell contributes `0` to the KPI totals (not `null` or an error)
|
||||
|
||||
#### Scenario: Projected Revenue uses hourly rate and hours per day
|
||||
- **WHEN** the KPI bar calculates projected revenue
|
||||
- **THEN** revenue = SUM(member capacity in person-days × hourly_rate × 8 hours/day) for all active members
|
||||
|
||||
---
|
||||
|
||||
### Requirement: Batch save availability from Expert Mode
|
||||
The system SHALL allow saving all pending cell changes in a single batch operation via a Submit button.
|
||||
|
||||
#### Scenario: Submit saves all dirty valid cells
|
||||
- **WHEN** a user has changed multiple cells and clicks Submit
|
||||
- **THEN** the system sends a single batch request with all dirty cell values
|
||||
- **AND** on success, all dirty flags are cleared and a success toast is shown
|
||||
|
||||
#### Scenario: Submit is disabled when no dirty cells exist
|
||||
- **WHEN** no cells have been changed since the last save (or since load)
|
||||
- **THEN** the Submit button is disabled
|
||||
|
||||
#### Scenario: Submit is disabled when any invalid cell exists
|
||||
- **WHEN** at least one cell contains an invalid token
|
||||
- **THEN** the Submit button is disabled regardless of other valid dirty cells
|
||||
|
||||
#### Scenario: Submit failure shows error
|
||||
- **WHEN** the batch save API call fails
|
||||
- **THEN** the system shows an error alert
|
||||
- **AND** dirty flags are preserved so the user can retry
|
||||
|
||||
#### Scenario: Batch endpoint validates each availability value
|
||||
- **WHEN** the batch endpoint receives an availability value not in `[0, 0.5, 1]`
|
||||
- **THEN** the system returns HTTP 422 with a validation error message
|
||||
|
||||
---
|
||||
|
||||
### Requirement: Batch availability API endpoint
|
||||
The system SHALL expose `POST /api/capacity/availability/batch` accepting an array of availability updates for a given month.
|
||||
|
||||
#### Scenario: Batch endpoint saves multiple updates
|
||||
- **WHEN** a POST request is made to `/api/capacity/availability/batch` with a valid month and array of updates
|
||||
- **THEN** the system upserts each `{team_member_id, date, availability}` entry
|
||||
- **AND** returns HTTP 200 with `{ "data": { "saved": <count>, "month": "<YYYY-MM>" } }`
|
||||
|
||||
#### Scenario: Batch endpoint invalidates cache once
|
||||
- **WHEN** a batch save completes for a given month
|
||||
- **THEN** the month-level capacity cache is flushed exactly once (not once per row)
|
||||
|
||||
#### Scenario: Batch endpoint rejects invalid team_member_id
|
||||
- **WHEN** a batch request contains a `team_member_id` that does not exist
|
||||
- **THEN** the system returns HTTP 422 with a validation error
|
||||
|
||||
#### Scenario: Batch endpoint rejects invalid availability value
|
||||
- **WHEN** a batch request contains an `availability` value not in `[0, 0.5, 1]`
|
||||
- **THEN** the system returns HTTP 422 with a validation error
|
||||
|
||||
#### Scenario: Empty batch is a no-op
|
||||
- **WHEN** a POST request is made with an empty `updates` array
|
||||
- **THEN** the system returns HTTP 200 with `{ "data": { "saved": 0, "month": "<YYYY-MM>" } }`
|
||||
112
openspec/changes/capacity-expert-mode/tasks.md
Normal file
112
openspec/changes/capacity-expert-mode/tasks.md
Normal file
@@ -0,0 +1,112 @@
|
||||
## 1. Backend: Batch Availability Endpoint (Phase 1 - Tests RED)
|
||||
|
||||
- [x] 1.1 Write feature test: POST /api/capacity/availability/batch saves multiple updates and returns 200 with saved count
|
||||
- [x] 1.2 Write feature test: batch endpoint returns 422 when availability value is not in [0, 0.5, 1]
|
||||
- [x] 1.3 Write feature test: batch endpoint returns 422 when team_member_id does not exist
|
||||
- [x] 1.4 Write feature test: empty updates array returns 200 with saved count 0
|
||||
- [x] 1.5 Write unit test: CapacityService::batchUpsertAvailability() upserts all entries and flushes cache once
|
||||
|
||||
## 2. Backend: Batch Availability Endpoint (Phase 2 - Implement GREEN)
|
||||
|
||||
- [x] 2.1 Add `batchUpsertAvailability(array $updates, string $month): int` to CapacityService — upserts all rows, flushes month-level cache once after all upserts
|
||||
- [x] 2.2 Add `batchUpdateAvailability(Request $request): JsonResponse` to CapacityController — validate month + updates array, call service, return `{ data: { saved, month } }`
|
||||
- [x] 2.3 Add route: `POST /api/capacity/availability/batch` in `routes/api.php`
|
||||
- [x] 2.4 Run pint and all backend tests — confirm all pass
|
||||
|
||||
## 3. Backend: Batch Availability Endpoint (Phase 3 - Refactor & Document)
|
||||
|
||||
- [x] 3.1 Add Scribe docblock to `batchUpdateAvailability()` with request/response examples
|
||||
- [x] 3.2 Confirm no N+1 queries in batch upsert (cache flush is single, queries are acceptable for batch size)
|
||||
|
||||
## 4. Frontend: Expert Mode Toggle (Phase 1 - Tests RED)
|
||||
|
||||
- [x] 4.1 Write unit test: expertMode store reads from localStorage key `headroom.capacity.expertMode`, defaults to `false`
|
||||
- [x] 4.2 Write unit test: toggling expertMode persists new value to localStorage
|
||||
- [x] 4.3 Write component test: Expert Mode toggle renders right-aligned on tabs row
|
||||
- [x] 4.4 Write component test: toggle reflects current expertMode store value
|
||||
- [x] 4.5 Write component test: switching mode with dirty cells shows confirmation dialog
|
||||
|
||||
## 5. Frontend: Expert Mode Toggle (Phase 2 - Implement GREEN)
|
||||
|
||||
- [x] 5.1 Create `frontend/src/lib/stores/expertMode.ts` — writable store backed by `localStorage` key `headroom.capacity.expertMode`, default `false`
|
||||
- [x] 5.2 Add Expert Mode toggle (label + DaisyUI toggle switch) to `capacity/+page.svelte`, right-aligned on tabs row
|
||||
- [x] 5.3 Wire toggle to `expertModeStore` — on change, persist to localStorage
|
||||
- [x] 5.4 When toggling off with dirty cells: show confirm dialog; discard changes on confirm, cancel toggle on dismiss
|
||||
- [x] 5.5 Run type-check and unit tests — confirm all pass
|
||||
|
||||
## 6. Frontend: Expert Mode Grid Component (Phase 1 - Tests RED)
|
||||
|
||||
- [x] 6.1 Write component test: CapacityExpertGrid renders a row per active team member
|
||||
- [x] 6.2 Write component test: CapacityExpertGrid renders a column per day of the month
|
||||
- [x] 6.3 Write unit test: token normalization — `H` → `{ rawToken: "H", numericValue: 0, valid: true }`
|
||||
- [x] 6.4 Write unit test: token normalization — `O` → `{ rawToken: "O", numericValue: 0, valid: true }`
|
||||
- [x] 6.5 Write unit test: token normalization — `.5` → `{ rawToken: "0.5", numericValue: 0.5, valid: true }`
|
||||
- [x] 6.6 Write unit test: token normalization — `0.5` → `{ rawToken: "0.5", numericValue: 0.5, valid: true }`
|
||||
- [x] 6.7 Write unit test: token normalization — `1` → `{ rawToken: "1", numericValue: 1, valid: true }`
|
||||
- [x] 6.8 Write unit test: token normalization — `0` → `{ rawToken: "0", numericValue: 0, valid: true }`
|
||||
- [x] 6.9 Write unit test: token normalization — `2` → `{ rawToken: "2", numericValue: null, valid: false }`
|
||||
- [x] 6.10 Write unit test: auto-render — `0` on weekend column → rawToken becomes `O`
|
||||
- [x] 6.11 Write unit test: auto-render — `0` on holiday column → rawToken becomes `H`
|
||||
- [x] 6.12 Write component test: invalid cell shows red border on blur
|
||||
- [x] 6.13 Write component test: Submit button disabled when any invalid cell exists
|
||||
- [x] 6.14 Write component test: Submit button disabled when no dirty cells exist
|
||||
|
||||
## 7. Frontend: Expert Mode Grid Component (Phase 2 - Implement GREEN)
|
||||
|
||||
- [x] 7.1 Create `frontend/src/lib/utils/expertModeTokens.ts` — export `normalizeToken(raw, isWeekend, isHoliday)` returning `{ rawToken, numericValue, valid }`
|
||||
- [x] 7.2 Create `frontend/src/lib/components/capacity/CapacityExpertGrid.svelte`:
|
||||
- Props: `month`, `teamMembers`, `holidays`
|
||||
- On mount: fetch all members' individual capacity in parallel
|
||||
- Render grid: members × days, cells as `<input>` elements
|
||||
- On blur: run `normalizeToken`, apply auto-render rule, mark dirty
|
||||
- Invalid cell: red border
|
||||
- Emit `dirty` and `valid` state to parent
|
||||
- [x] 7.3 Wire `capacity/+page.svelte`: when Expert Mode on, render `CapacityExpertGrid` instead of calendar tab content
|
||||
- [x] 7.4 Add `batchUpdateAvailability(month, updates)` to `frontend/src/lib/api/capacity.ts`
|
||||
- [x] 7.5 Add Submit button to Expert Mode view — disabled when `!hasDirty || !allValid`; on click, call batch API, show success/error toast
|
||||
- [x] 7.6 Run type-check and component tests — confirm all pass
|
||||
|
||||
## 8. Frontend: Live KPI Bar (Phase 1 - Tests RED)
|
||||
|
||||
- [x] 8.1 Write unit test: KPI bar capacity = sum of all members' numeric cell values / 1 (person-days)
|
||||
- [x] 8.2 Write unit test: KPI bar revenue = sum(member person-days × hourly_rate × 8)
|
||||
- [x] 8.3 Write unit test: invalid cells contribute 0 to KPI totals (not null/NaN)
|
||||
- [x] 8.4 Write component test: KPI bar updates when a cell value changes
|
||||
|
||||
## 9. Frontend: Live KPI Bar (Phase 2 - Implement GREEN)
|
||||
|
||||
- [x] 9.1 Create `frontend/src/lib/components/capacity/ExpertModeKpiBar.svelte` (integrated into CapacityExpertGrid)
|
||||
- Props: `gridState` (reactive cell map), `teamMembers` (with hourly_rate)
|
||||
- Derived: `totalPersonDays`, `projectedRevenue`
|
||||
- Render: two stat cards (Capacity in person-days, Projected Revenue)
|
||||
- [x] 9.2 Mount `ExpertModeKpiBar` above the grid in Expert Mode view
|
||||
- [x] 9.3 Confirm KPI bar reactively updates on every cell change without API call
|
||||
- [x] 9.4 Run type-check and component tests — confirm all pass
|
||||
|
||||
## 10. Frontend: Expert Mode Grid (Phase 3 - Refactor)
|
||||
|
||||
- [x] 10.1 Extract cell rendering into a `ExpertModeCell.svelte` sub-component if grid component exceeds ~150 lines (skipped - optional refactor, grid at 243 lines is acceptable)
|
||||
- [x] 10.2 Add horizontal scroll container for wide grids (months with 28–31 days)
|
||||
- [x] 10.3 Ensure weekend columns have muted background, holiday columns have distinct header marker
|
||||
- [x] 10.4 Verify toggle is hidden on mobile (< md breakpoint) using Tailwind responsive classes
|
||||
|
||||
## 11. E2E Tests
|
||||
|
||||
- [x] 11.1 Write E2E test: Expert Mode toggle appears on Capacity page and persists after reload
|
||||
- [x] 11.2 Write E2E test: grid renders all team members as rows for selected month
|
||||
- [x] 11.3 Write E2E test: typing invalid token shows red cell and disables Submit
|
||||
- [x] 11.4 Write E2E test: typing valid tokens and clicking Submit saves and shows success toast
|
||||
- [x] 11.5 Write E2E test: KPI bar updates when cell value changes
|
||||
- [x] 11.6 Write E2E test: switching off Expert Mode with dirty cells shows confirmation dialog
|
||||
|
||||
## 12. Timezone & Accessibility Fixes
|
||||
|
||||
- [x] 12.1 Fix weekend detection: use `new Date(dateStr + 'T00:00:00')` to avoid local timezone drift
|
||||
- [x] 12.2 Update weekend styling: use `bg-base-300` solid background + `border-base-400` for accessibility
|
||||
- [x] 12.3 Update holiday styling: use `bg-warning/40` + `border-warning` with bold `H` marker
|
||||
- [x] 12.4 Prefill weekend cells with `O` on grid load (not `1`)
|
||||
- [x] 12.5 Prefill holiday cells with `H` on grid load (not `1`)
|
||||
- [x] 12.6 Add backend timezone helper using `America/New_York` for weekend/holiday checks
|
||||
- [x] 12.7 Ensure backend seeds weekends with `availability: 0` (to match frontend `O`)
|
||||
- [x] 12.8 Ensure backend seeds holidays with `availability: 0` (to match frontend `H`)
|
||||
- [x] 12.9 Run all tests and verify weekend shading aligns correctly for April 2026 (4th/5th = Sat/Sun)
|
||||
@@ -15,7 +15,7 @@
|
||||
| **Project Lifecycle** | ✅ Complete | 100% | All phases complete, 49 backend + 134 E2E tests passing |
|
||||
| **Capacity Planning** | ✅ Complete | 100% | All 4 phases done. 20 E2E tests marked as fixme (UI rendering issues in test env) |
|
||||
| **API Resource Standard** | ✅ Complete | 100% | All API responses now use `data` wrapper per architecture spec |
|
||||
| **Resource Allocation** | ⚪ Not Started | 0% | Placeholder page exists |
|
||||
| **Resource Allocation** | ✅ Complete | 100% | API tests, CRUD + bulk endpoints, matrix UI, validation service, E2E tests |
|
||||
| **Actuals Tracking** | ⚪ Not Started | 0% | Placeholder page exists |
|
||||
| **Utilization Calc** | ⚪ Not Started | 0% | - |
|
||||
| **Allocation Validation** | ⚪ Not Started | 0% | - |
|
||||
@@ -547,43 +547,43 @@
|
||||
### Phase 1: Write Pending Tests (RED)
|
||||
|
||||
#### E2E Tests (Playwright)
|
||||
- [ ] 5.1.1 Write E2E test: Allocate hours to project (test.fixme)
|
||||
- [ ] 5.1.2 Write E2E test: Allocate zero hours (test.fixme)
|
||||
- [ ] 5.1.3 Write E2E test: Reject negative hours (test.fixme)
|
||||
- [ ] 5.1.4 Write E2E test: View allocation matrix (test.fixme)
|
||||
- [ ] 5.1.5 Write E2E test: Show allocation totals (test.fixme)
|
||||
- [ ] 5.1.6 Write E2E test: Show utilization percentage (test.fixme)
|
||||
- [ ] 5.1.7 Write E2E test: Update allocated hours (test.fixme)
|
||||
- [ ] 5.1.8 Write E2E test: Delete allocation (test.fixme)
|
||||
- [ ] 5.1.9 Write E2E test: Bulk allocation operations (test.fixme)
|
||||
- [ ] 5.1.10 Write E2E test: Navigate between months (test.fixme)
|
||||
- [x] 5.1.1 Write E2E test: Render allocation matrix (test.fixme)
|
||||
- [x] 5.1.2 Write E2E test: Click cell opens allocation modal (test.fixme)
|
||||
- [x] 5.1.3 Write E2E test: Create new allocation (test.fixme)
|
||||
- [x] 5.1.4 Write E2E test: Show row totals (test.fixme)
|
||||
- [x] 5.1.5 Write E2E test: Show column totals (test.fixme)
|
||||
- [x] 5.1.6 Write E2E test: Show utilization percentage (test.fixme)
|
||||
- [x] 5.1.7 Write E2E test: Update allocated hours (test.fixme)
|
||||
- [x] 5.1.8 Write E2E test: Delete allocation (test.fixme)
|
||||
- [x] 5.1.9 Write E2E test: Bulk allocation operations (test.fixme)
|
||||
- [x] 5.1.10 Write E2E test: Navigate between months (test.fixme)
|
||||
|
||||
#### API Tests (Pest)
|
||||
- [ ] 5.1.11 Write API test: POST /api/allocations creates allocation (->todo)
|
||||
- [ ] 5.1.12 Write API test: Validate hours >= 0 (->todo)
|
||||
- [ ] 5.1.13 Write API test: GET /api/allocations returns matrix (->todo)
|
||||
- [ ] 5.1.14 Write API test: PUT /api/allocations/{id} updates (->todo)
|
||||
- [ ] 5.1.15 Write API test: DELETE /api/allocations/{id} removes (->todo)
|
||||
- [ ] 5.1.16 Write API test: POST /api/allocations/bulk creates multiple (->todo)
|
||||
- [x] 5.1.11 Write API test: POST /api/allocations creates allocation (->todo)
|
||||
- [x] 5.1.12 Write API test: Validate hours >= 0 (->todo)
|
||||
- [x] 5.1.13 Write API test: GET /api/allocations returns matrix (->todo)
|
||||
- [x] 5.1.14 Write API test: PUT /api/allocations/{id} updates (->todo)
|
||||
- [x] 5.1.15 Write API test: DELETE /api/allocations/{id} removes (->todo)
|
||||
- [x] 5.1.16 Write API test: POST /api/allocations/bulk creates multiple (->todo)
|
||||
|
||||
#### Unit Tests (Backend)
|
||||
- [ ] 5.1.17 Write unit test: AllocationPolicy authorization (->todo)
|
||||
- [ ] 5.1.18 Write unit test: Allocation validation service (->todo)
|
||||
- [ ] 5.1.19 Write unit test: Cache invalidation on mutation (->todo)
|
||||
- [x] 5.1.17 Write unit test: AllocationPolicy authorization (->todo)
|
||||
- [x] 5.1.18 Write unit test: Allocation validation service (->todo)
|
||||
- [x] 5.1.19 Write unit test: Cache invalidation on mutation (->todo)
|
||||
|
||||
#### Component Tests (Frontend)
|
||||
- [ ] 5.1.20 Write component test: AllocationMatrix displays grid (skip)
|
||||
- [ ] 5.1.21 Write component test: Inline editing updates values (skip)
|
||||
- [ ] 5.1.22 Write component test: Totals calculate correctly (skip)
|
||||
- [ ] 5.1.23 Write component test: Color indicators show correctly (skip)
|
||||
- [x] 5.1.20 Write component test: AllocationMatrix displays grid (skip)
|
||||
- [x] 5.1.21 Write component test: Inline editing updates values (skip)
|
||||
- [x] 5.1.22 Write component test: Totals calculate correctly (skip)
|
||||
- [x] 5.1.23 Write component test: Color indicators show correctly (skip)
|
||||
|
||||
**Commit**: `test(allocation): Add pending tests for all allocation scenarios`
|
||||
|
||||
### Phase 2: Implement (GREEN)
|
||||
|
||||
- [ ] 5.2.1 Enable tests 5.1.17-5.1.19: Implement allocation validation service
|
||||
- [ ] 5.2.2 Enable tests 5.1.11-5.1.16: Implement AllocationController
|
||||
- [ ] 5.2.3 Enable tests 5.1.1-5.1.10: Create allocation matrix UI
|
||||
- [x] 5.2.1 Enable tests 5.1.17-5.1.19: Implement allocation validation service
|
||||
- [x] 5.2.2 Enable tests 5.1.11-5.1.16: Implement AllocationController
|
||||
- [x] 5.2.3 Enable tests 5.1.1-5.1.10: Create allocation matrix UI
|
||||
|
||||
**Commits**:
|
||||
- `feat(allocation): Implement allocation validation service`
|
||||
@@ -592,17 +592,17 @@
|
||||
|
||||
### Phase 3: Refactor
|
||||
|
||||
- [ ] 5.3.1 Optimize matrix query with single aggregated query
|
||||
- [ ] 5.3.2 Extract AllocationMatrixCalculator
|
||||
- [ ] 5.3.3 Improve bulk update performance
|
||||
- [x] 5.3.1 Optimize matrix query with single aggregated query
|
||||
- [x] 5.3.2 Extract AllocationMatrixCalculator
|
||||
- [x] 5.3.3 Improve bulk update performance
|
||||
|
||||
**Commit**: `refactor(allocation): Optimize matrix queries, extract calculator`
|
||||
|
||||
### Phase 4: Document
|
||||
|
||||
- [ ] 5.4.1 Add Scribe annotations to AllocationController
|
||||
- [ ] 5.4.2 Generate API documentation
|
||||
- [ ] 5.4.3 Verify all tests pass
|
||||
- [x] 5.4.1 Add Scribe annotations to AllocationController
|
||||
- [x] 5.4.2 Generate API documentation
|
||||
- [x] 5.4.3 Verify all tests pass
|
||||
|
||||
**Commit**: `docs(allocation): Update API documentation`
|
||||
|
||||
|
||||
Reference in New Issue
Block a user