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strategy change to TDD

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Santhosh Janardhanan
2026-02-17 10:42:32 -05:00
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# kimi-headroom/
<!-- Explorer: Fill in this section with architectural understanding -->
## Responsibility
<!-- What is this folder's job in the system? -->
## Design
<!-- Key patterns, abstractions, architectural decisions -->
## Flow
<!-- How does data/control flow through this module? -->
## Integration
<!-- How does it connect to other parts of the system? -->

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devnotes.md
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@@ -894,3 +894,469 @@ Just say the word when you've reviewed everything, and we can:
- Adjust anything that needs tweaking
- Start implementation with /opsx-apply headroom-foundation
Take your time — good planning now saves endless rework later. Sleep well! 🌙
## LATE IDEA
Perfect! Now I can see the current state. Let me visualize the transformation you're proposing:
┌─────────────────────────────────────────────────────────────────────────────┐
│ CURRENT WORKFLOW vs SDD + TDD HYBRID │
└─────────────────────────────────────────────────────────────────────────────┘
CURRENT (Sequential):
═══════════════════════
┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐
│ Specs │────▶│ Design │────▶│ Code │────▶│ Tests │
│ (exists) │ │ (exists) │ │ (tasks) │ │ (tasks) │
└──────────┘ └──────────┘ └──────────┘ └──────────┘
│ │ │ │
│ │ │ │
▼ ▼ ▼ ▼
15 spec files Decisions 328 tasks "Write tests
(auth, capacity, documented (DB, API, for X" at end
allocation, etc.) Frontend) of each section
PROBLEM: Tests are an afterthought. Code is written, THEN we figure out
how to test it. Coverage becomes retrofit work.
PROPOSED SDD + TDD HYBRID:
═══════════════════════════
┌─────────────────────────────────────────────────────────────────┐
│ SPEC-DRIVEN DEVELOPMENT │
│ │
│ ┌──────────┐ ┌──────────┐ ┌──────────┐ │
│ │ Specs │────▶│ Design │────▶│ Tasks │ │
│ │ (GIVEN/ │ │ (HOW to │ │ (WHAT to │ │
│ │ WHEN/ │ │ test) │ │ build) │ │
│ │ THEN) │ │ │ │ │ │
│ └──────────┘ └────┬─────┘ └────┬─────┘ │
│ │ │ │
│ ▼ ▼ │
│ ┌─────────────────────────┐ │
│ │ TEST-DRIVEN CYCLE │ │
│ │ (per capability) │ │
│ │ │ │
│ │ ┌──────────┐ │ │
│ │ │ RED │◄────────┤ │
│ │ │ (Write │ │ │
│ │ │ tests │ │ │
│ │ │ first) │ │ │
│ │ └────┬─────┘ │ │
│ │ │ │ │
│ │ ▼ │ │
│ │ ┌──────────┐ │ │
│ │ │ GREEN │ │ │
│ │ │ (Code to │ │ │
│ │ │ pass) │ │ │
│ │ └────┬─────┘ │ │
│ │ │ │ │
│ │ ▼ │ │
│ │ ┌──────────┐ │ │
│ │ │ REFACTOR│─────────┘ │
│ │ │ (Clean │ │
│ │ │ up) │ │
│ │ └──────────┘ │
│ │ │
│ └───────────────────────────────────────────┘
│
│ KEY PRINCIPLE: Every spec scenario becomes a test case
│ BEFORE any implementation code exists.
│
└─────────────────────────────────────────────────────────────────┘
Now let me check what the current tasks look like to understand the gap:
→ Read openspec\changes\headroom-foundation\tasks.md [offset=65, limit=30]
I can see the current pattern: Code first, tests last (tasks 7.7-7.8, 8.8, etc.).
Here's what I'm thinking about the SDD + TDD hybrid approach:
The Core Shift
┌─────────────────────────────────────────────────────────────────────────────┐
│ SDD + TDD: THE NEW SEQUENCE │
└─────────────────────────────────────────────────────────────────────────────┘
For EACH capability (auth, capacity planning, etc.):
┌─────────────────────────────────────────────────────────────────────────────┐
│ STEP 1: SPEC (Already exists in your specs/) │
│ ───────────────────────────────────────────────────────────────────────── │
│ Your specs are EXCELLENT for TDD - they're GIVEN/WHEN/THEN format! │
│ │
│ Example from specs/authentication/spec.md: │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ Scenario: Successful login │ │
│ │ WHEN a user submits valid email "john@example.com" and password │ │
│ │ THEN the system validates the credentials │ │
│ │ AND generates a JWT access token (60 minute TTL) │ │
│ │ AND generates a refresh token (7 day TTL) │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ This IS a test case. We just need to write it as code FIRST. │
└─────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────┐
│ STEP 2: TEST (New - write BEFORE code) │
│ ───────────────────────────────────────────────────────────────────────── │
│ Each spec scenario becomes a test: │
│ │
│ Backend (Pest/PHPUnit): │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ it('authenticates user with valid credentials and issues JWT tokens') │ │
│ │ ->given('user exists with email john@example.com') │ │
│ │ ->when('POST /api/auth/login', ['email' => 'john@example.com', ...])│ │
│ │ ->then('response status is 200') │ │
│ │ ->and('response contains access_token') │ │
│ │ ->and('response contains refresh_token') │ │
│ │ ->and('access_token expires in 60 minutes') │ │
│ │ ->and('refresh_token expires in 7 days'); │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ Frontend (Playwright/Vitest): │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ test('successful login issues JWT tokens', async ({ page }) => { │ │
│ │ await page.goto('/login'); │ │
│ │ await page.fill('[name="email"]', 'john@example.com'); │ │
│ │ await page.fill('[name="password"]', 'password'); │ │
│ │ await page.click('button[type="submit"]'); │ │
│ │ │ │
│ │ await expect(page).toHaveURL('/dashboard'); │ │
│ │ await expect(localStorage.getItem('access_token')).toBeTruthy(); │ │
│ │ await expect(localStorage.getItem('refresh_token')).toBeTruthy(); │ │
│ │ }); │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────┐
│ STEP 3: CODE (Minimal to make tests pass) │
│ ───────────────────────────────────────────────────────────────────────── │
│ Write just enough code to make the tests green. │
│ No premature optimization. No "I'll need this later." │
│ │
│ The tests guide the API design, not the other way around. │
└─────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────┐
│ STEP 4: REFACTOR (Clean up while tests stay green) │
│ ───────────────────────────────────────────────────────────────────────── │
│ Now that it works, make it clean: │
│ - Extract methods │
│ - Improve naming │
│ - Add edge case handling │
│ - Optimize queries │
│ │
│ Tests ensure nothing breaks during refactoring. │
└─────────────────────────────────────────────────────────────────────────────┘
The Practical Impact on Your 328 Tasks
Your current tasks are organized by layer (DB → Backend → Frontend). With SDD+TDD, we'd organize by capability with tests leading:
CURRENT TASK STRUCTURE:
═══════════════════════
1. Project Setup & Infrastructure
2. Backend Foundation (Laravel)
3. Frontend Foundation (SvelteKit)
4. Database Schema & Migrations
5. Database Seeders
6. Laravel Models & Relationships
7. Authentication (Backend)
8. Authentication (Frontend)
9. Team Member Management (Backend)
10. Team Member Management (Frontend)
... (16 sections total)
Each section ends with "Write tests for X"
PROPOSED SDD+TDD STRUCTURE:
════════════════════════════
1. Project Setup & Infrastructure (unchanged - foundation)
2. Database Schema (unchanged - structure needed first)
3. AUTHENTICATION CAPABILITY
├─ 3.1 Write E2E tests from spec scenarios (Playwright)
├─ 3.2 Write API tests from spec scenarios (Pest)
├─ 3.3 Implement AuthController (minimal - make tests pass)
├─ 3.4 Implement JWT middleware (minimal - make tests pass)
├─ 3.5 Implement login page (minimal - make E2E pass)
├─ 3.6 Refactor auth flow (clean up)
└─ 3.7 Update API documentation (Scribe)
4. TEAM MEMBER MANAGEMENT CAPABILITY
├─ 4.1 Write E2E tests from spec scenarios
├─ 4.2 Write API tests from spec scenarios
├─ 4.3 Implement TeamMemberController
├─ 4.4 Implement team member pages
├─ 4.5 Refactor
└─ 4.6 Update docs
... (one section per capability)
Key Questions to Consider
1. Test Granularity: Do we write tests for EVERY spec scenario (you have ~100 scenarios across 15 specs)? Or prioritize critical paths? ==> Every spec.
2. Test Organization: Should tests live with the capability (e.g., tests/Feature/Authentication/) or mirror the current structure? ==> Mirror the current structure.
3. E2E vs Unit: Your specs naturally map to E2E tests. Do we also need unit tests for internal methods, or is E2E + API integration sufficient? ==> We need unit tests for internal methods --> E2E + API + Unit
4. Frontend Testing: With SvelteKit, do we test components in isolation (Vitest) or rely on E2E (Playwright) for most coverage? ==> We test components in isolation (Vitest) and E2E (Playwright)
5. The "Red" Phase: How do we handle the fact that tests will fail initially? Do we commit failing tests, or keep them local until they pass? ==> We commit failing tests, but mark them as pending until they pass.
6. Regression Testing: Your decision-log mentions "regression tests" - does this mean maintaining a separate regression suite, or is every test potentially a regression test? ==> Every test is potentially a regression test.
What resonates with you? Any of these questions spark concerns or clarifications?
## LATE IDEA INTERVIEW 2
Perfect! I have a crystal-clear picture now. Let me synthesize this into a concrete development strategy:
SDD + TDD Strategy - Finalized
┌─────────────────────────────────────────────────────────────────────────────┐
│ DEVELOPMENT WORKFLOW (SDD + TDD) │
└─────────────────────────────────────────────────────────────────────────────┘
FOR EACH CAPABILITY (15 specs = 15 capability cycles):
┌─────────────────────────────────────────────────────────────────────────────┐
│ PHASE 1: SPEC → TEST (Red Phase) │
│ ───────────────────────────────────────────────────────────────────────── │
│ │
│ Input: specs/<capability>/spec.md (GIVEN/WHEN/THEN scenarios) │
│ │
│ Output: Failing tests (marked pending) │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ 1. Read spec scenarios │ │
│ │ └── Example: "WHEN user submits valid email, THEN JWT issued" │ │
│ │ │ │
│ │ 2. Write E2E test (Playwright) │ │
│ │ └── tests/e2e/<capability>.spec.ts │ │
│ │ └── Mark as test.skip() or test.fixme() │ │
│ │ │ │
│ │ 3. Write API test (Pest) │ │
│ │ └── backend/tests/Feature/<Capaibility>Test.php │ │
│ │ └── Mark as $this->markTestSkipped('pending implementation') │ │
│ │ │ │
│ │ 4. Write Unit tests (Pest/Vitest) │ │
│ │ └── backend/tests/Unit/<Class>Test.php │ │
│ │ └── frontend/src/lib/<module>.test.ts │ │
│ │ └── Mark as skip/pending │ │
│ │ │ │
│ │ 5. Write Component tests (Vitest + Testing Library) │ │
│ │ └── frontend/src/components/<Component>.test.ts │ │
│ │ └── Mark as skip/pending │ │
│ │ │ │
│ │ 6. Commit: "test(<capability>): Add pending tests for all scenarios" │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────┐
│ PHASE 2: IMPLEMENT (Green Phase) │
│ ───────────────────────────────────────────────────────────────────────── │
│ │
│ Goal: Make pending tests pass, one by one │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ 1. Pick one pending test │ │
│ │ │ │
│ │ 2. Remove skip marker │ │
│ │ │ │
│ │ 3. Write MINIMAL code to make it pass │ │
│ │ └── Don't worry about elegance │ │
│ │ └── Hardcode if needed temporarily │ │
│ │ └── Just get to green │ │
│ │ │ │
│ │ 4. Run test suite │ │
│ │ └── npm run test (frontend) │ │
│ │ └── php artisan test (backend) │ │
│ │ └── npx playwright test (e2e) │ │
│ │ │ │
│ │ 5. Commit when green: │ │
│ │ └── "feat(<capability>): Implement <scenario>" │ │
│ │ └── "test(<capability>): Enable <scenario> test" │ │
│ │ │ │
│ │ 6. Repeat for all scenarios in capability │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────┐
│ PHASE 3: REFACTOR (Clean Phase) │
│ ───────────────────────────────────────────────────────────────────────── │
│ │
│ Goal: Clean code while keeping all tests green │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ 1. Review implementation for: │ │
│ │ └── Code smells │ │
│ │ └── Duplication │ │
│ │ └── Performance issues │ │
│ │ └── Naming clarity │ │
│ │ │ │
│ │ 2. Refactor with confidence (tests guard against regression) │ │
│ │ │ │
│ │ 3. Run full test suite after each change │ │
│ │ │ │
│ │ 4. Commit: "refactor(<capability>): <what was improved>" │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────┐
│ PHASE 4: DOCUMENT │
│ ───────────────────────────────────────────────────────────────────────── │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ 1. Update API documentation (Scribe) │ │
│ │ └── php artisan scribe:generate │ │
│ │ │ │
│ │ 2. Verify all tests still pass │ │
│ │ │ │
│ │ 3. Commit: "docs(<capability>): Update API documentation" │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────┘
Test Organization (Mirrors Current Structure)
backend/
├── tests/
│ ├── Feature/ # API integration tests
│ │ ├── AuthenticationTest.php # From specs/authentication/spec.md
│ │ ├── TeamMemberTest.php # From specs/team-member-management/spec.md
│ │ └── ... # One test class per spec
│ │
│ └── Unit/ # Unit tests for internal methods
│ ├── Services/
│ │ └── JwtServiceTest.php
│ └── ...
frontend/
├── src/
│ ├── lib/
│ │ ├── api/
│ │ │ └── auth.test.ts # Unit tests for API clients
│ │ └── stores/
│ │ └── auth.test.ts # Unit tests for stores
│ │
│ ├── components/
│ │ ├── LoginForm.test.ts # Component tests
│ │ └── ...
│ │
│ └── routes/
│ └── login/
│ └── page.test.ts # Route/page tests
│
└── tests/e2e/ # Playwright E2E tests
├── auth.spec.ts # From specs/authentication/spec.md
├── team-members.spec.ts # From specs/team-member-management/spec.md
└── ... # One spec file per capability
Test Coverage Strategy
┌─────────────────────────────────────────────────────────────────────────────┐
│ TEST PYRAMID FOR THIS PROJECT │
└─────────────────────────────────────────────────────────────────────────────┘
▲
/│\ E2E Tests (Playwright)
/ │ \ ───────────────────────
/ │ \ • Critical user journeys
/ │ \ • ~15 spec files = ~15 e2e suites
/ │ \ • Tests from specs/<capability>/spec.md
/ │ \ • Run on CI before deploy
/──────┼──────\
/ │ \ API Tests (Pest Feature)
/ │ \ ─────────────────────────
/ │ \ • Every spec scenario
/ │ \• ~100 scenarios across 15 specs
/ │ \• Validates endpoints, auth, validation
/────────────┼────────────\
/ │ \ Unit Tests (Pest/Vitest)
/ │ \ ─────────────────────────
/ │ \• Internal methods, services
/ │ \• Business logic, calculations
/ │ \• Edge cases, error handling
/ │ \
/───────────────────┴───────────────────\
Coverage Target: >70% (from decision-log)
Every test is a regression test - run full suite on every PR
Commit Message Convention
test(<capability>): Add pending tests for <scenario>
↳ Initial failing tests, marked skip/pending
feat(<capability>): Implement <specific feature>
↳ Enable test + minimal implementation
refactor(<capability>): <description of improvement>
↳ Clean up while tests green
docs(<capability>): <documentation change>
↳ Scribe generation, README updates
The Complete Capability Cycle
┌─────────────────────────────────────────────────────────────────────────────┐
│ CAPABILITY: Authentication (Example) │
└─────────────────────────────────────────────────────────────────────────────┘
SPEC: specs/authentication/spec.md has 10 scenarios
CYCLE 1: Write all pending tests
├─ tests/e2e/auth.spec.ts (10 scenarios)
├─ backend/tests/Feature/AuthenticationTest.php (10 scenarios)
├─ backend/tests/Unit/JwtServiceTest.php (unit tests for internal methods)
├─ frontend/src/components/LoginForm.test.ts (component tests)
└─ Commit: "test(auth): Add pending tests for all authentication scenarios"
CYCLE 2-11: Implement one scenario at a time
├─ Remove skip from "Successful login" test
├─ Implement AuthController::login()
├─ Implement JWT generation
├─ Tests pass
├─ Commit: "feat(auth): Implement user login with JWT tokens"
│
├─ Remove skip from "Invalid credentials" test
├─ Add validation logic
├─ Tests pass
├─ Commit: "feat(auth): Add credential validation"
│
└─ ... repeat for all 10 scenarios
CYCLE 12: Refactor
├─ Extract JwtService from AuthController
├─ Improve error messages
├─ Optimize token generation
├─ All tests still pass
└─ Commit: "refactor(auth): Extract JwtService, improve error handling"
CYCLE 13: Document
├─ php artisan scribe:generate
├─ Verify all tests pass
└─ Commit: "docs(auth): Update API documentation"
Questions Before I Update the Config
1. Test Runner Integration: Should I add npm scripts to frontend/package.json and composer scripts to backend/composer.json for running the different test suites? ==> Yes and Yes
2. CI/CD: Do you want the config to specify running tests in CI? (e.g., GitHub Actions workflow) ==> Not at the moment.
3. Pending Test Markers: For PHP/Pest, should pending tests use ->markTestSkipped() or ->todo()? For Playwright, test.skip() or test.fixme()? ==> Todo and Fixme.
4. Test Naming: Should test names mirror the spec scenario names exactly, or use a shorter convention? => Use ideal convention
5. Task Structure: Should I update the existing tasks.md to reflect this SDD+TDD workflow, or is this a "meta" change that lives in the config? ==> Yes.
Ready to update openspec/config.yaml with this strategy once you confirm!
## LATE IDEA INTERVIEW 3
I understand you're in plan mode. Let me construct a comprehensive plan for implementing the SDD + TDD strategy.
Implementation Plan
Phase 1: Update OpenSpec Config
File: openspec/config.yaml
Add new sections:
- development_strategy: SDD + TDD workflow definition
- testing: Test organization, naming conventions, pending markers
- scripts: Test runner commands for both frontend and backend
Phase 2: Add Test Runner Scripts
Frontend (frontend/package.json):
{
scripts: {
test: vitest run,
test:watch: vitest,
test:ui: vitest --ui,
test:e2e: playwright test,
test:e2e:ui: playwright test --ui,
test:all: npm run test && npm run test:e2e
}
}
Backend (backend/composer.json):
{
scripts: {
test: pest,
test:unit: pest --filter=Unit,
test:feature: pest --filter=Feature,
test:coverage: pest --coverage --min=70
}
}
Phase 3: Update Tasks Structure
File: openspec/changes/headroom-foundation/tasks.md
Reorganize from layer-based to capability-based with SDD+TDD phases:
## Capability 1: Authentication
### Phase 1: Write Pending Tests (Red)
- [ ] 1.1 Write E2E tests for all auth scenarios (Playwright, test.fixme)
- [ ] 1.2 Write API tests for all auth scenarios (Pest, ->todo)
- [ ] 1.3 Write unit tests for JwtService (Pest, ->todo)
- [ ] 1.4 Write component tests for LoginForm (Vitest, test.skip)
### Phase 2: Implement (Green)
- [ ] 1.5 Enable and implement: Successful login scenario
- [ ] 1.6 Enable and implement: Invalid credentials scenario
- [ ] 1.7 Enable and implement: Token refresh scenario
- [ ] 1.8 Enable and implement: Logout scenario
... (all 10 scenarios)
### Phase 3: Refactor
- [ ] 1.x Refactor auth implementation
### Phase 4: Document
- [ ] 1.y Generate API docs with Scribe
Phase 4: Create Test Templates
Create starter templates for:
- backend/tests/Feature/TemplateTest.php (Pest)
- frontend/tests/e2e/template.spec.ts (Playwright)
- frontend/src/components/Template.test.ts (Vitest)
Questions
1. Test naming convention: You said "ideal convention" - should I propose a specific format like it('authenticates user with valid credentials', ...) or test('successful login issues JWT tokens', ...)?
2. Task reorganization scope: Should I reorganize ALL 328 tasks now, or start with just the first 1-2 capabilities as a pilot?
3. Template location: Should templates live in openspec/templates/ or within each project's test directory?
Ready to proceed with implementation once you approve this plan!

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# openspec/changes/
<!-- Explorer: Fill in this section with architectural understanding -->
## Responsibility
<!-- What is this folder's job in the system? -->
## Design
<!-- Key patterns, abstractions, architectural decisions -->
## Flow
<!-- How does data/control flow through this module? -->
## Integration
<!-- How does it connect to other parts of the system? -->

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# openspec/changes/headroom-foundation/
<!-- Explorer: Fill in this section with architectural understanding -->
## Responsibility
<!-- What is this folder's job in the system? -->
## Design
<!-- Key patterns, abstractions, architectural decisions -->
## Flow
<!-- How does data/control flow through this module? -->
## Integration
<!-- How does it connect to other parts of the system? -->

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# openspec/
<!-- Explorer: Fill in this section with architectural understanding -->
## Responsibility
<!-- What is this folder's job in the system? -->
## Design
<!-- Key patterns, abstractions, architectural decisions -->
## Flow
<!-- How does data/control flow through this module? -->
## Integration
<!-- How does it connect to other parts of the system? -->

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schema: spec-driven
# Project context (optional)
# This is shown to AI when creating artifacts.
# Add your tech stack, conventions, style guides, domain knowledge, etc.
# Example:
# context: |
# Tech stack: TypeScript, React, Node.js
# We use conventional commits
# Domain: e-commerce platform
# Project context - shown to AI when creating artifacts
# This provides essential context about the Headroom project
techstack: |
## Backend (Laravel API)
- **Framework:** Laravel 12 (latest) with PHP 8.4
- **Database:** PostgreSQL (latest, Alpine container)
- **Caching:** Redis (latest, Alpine container) - query + response caching
- **Authentication:** JWT (tymon/jwt-auth package)
- **API Design:** REST with Laravel API Resources
- **API Documentation:** Laravel Scribe (auto-generates SwaggerUI)
- **Testing:** PHPUnit (unit) + Pest (feature)
- **Code Style:** PSR-12, Laravel conventions
- **Container:** Docker (port 3000)
## Frontend (SvelteKit)
- **Framework:** SvelteKit (latest) with Svelte 5
- **Styling:** Tailwind CSS + DaisyUI
- **Charts:** Recharts
- **Tables:** TanStack Table (React Table for Svelte)
- **Forms:** Superforms + Zod + SvelteKit Form Actions
- **State Management:** Svelte stores (minimal - UI state only)
- **HTTP Client:** Native fetch (no Axios)
- **Testing:** Vitest (unit) + Playwright (E2E)
- **Container:** Docker (port 5173)
## Infrastructure
- **Local Dev:** Docker Compose with code-mounted volumes (hot reload)
- **Reverse Proxy:** Nginx Proxy Manager (existing)
- **Database Volume:** Mounted to ./data/postgres
- **Cache Volume:** Mounted to ./data/redis
- **Secrets:** .env files (all environments)
# Per-artifact rules (optional)
# Add custom rules for specific artifacts.
# Example:
# rules:
# proposal:
# - Keep proposals under 500 words
# - Always include a "Non-goals" section
# tasks:
# - Break tasks into chunks of max 2 hours
conventions: |
## Code Style Standards
### Backend (Laravel)
- Follow PSR-12 coding standards
- Use Laravel Pint for linting
- Use PHPStan (level 5+) for static analysis
- Use Laravel conventions for naming (camelCase methods, snake_case DB columns)
- Use API Resources for consistent JSON responses
- Use Form Requests for validation
- Use Policies for authorization
- Use UUIDs for primary keys (prevents ID enumeration)
### Frontend (SvelteKit)
- Use Prettier for formatting
- Use ESLint with Svelte plugin
- Use TypeScript strict mode
- Use SvelteKit file-based routing conventions
- Use $lib alias for imports from src/lib
- Use Zod schemas for validation (shared between frontend and API contracts)
## Git Conventions
- **Branch naming:** `feature/opsx-<change-name>` for OpenSpec changes
- **Commit format:**
```
[Type] Brief description (50 chars max)
Detailed explanation (optional, 72 char wrap)
Refs: openspec/changes/<change-name>
```
- **Types:** feat, fix, refactor, test, docs, chore
- **Granular commits:** One fix = one commit
## API Conventions
- RESTful endpoints with standard HTTP verbs
- Response format: `{ "data": {}, "meta": {}, "links": {} }`
- Error format: `{ "message": "...", "errors": {} }`
- Cache keys pattern: `allocations:month:{YYYY-MM}`, `reports:forecast:{from}:{to}:{hash}`
- TTL: 1 hour (allocations), 15 min (reports), 24 hours (master data)
development_strategy:
approach: "Spec-Driven Development (SDD) + Test-Driven Development (TDD) Hybrid"
description: |
Every capability follows a 4-phase cycle:
## Phase 1: SPEC → TEST (Red Phase)
- Read scenarios from specs/<capability>/spec.md
- Write E2E tests (Playwright) - mark as test.fixme()
- Write API tests (Pest) - mark as ->todo()
- Write unit tests (Pest/Vitest) - mark as ->todo() or test.skip()
- Write component tests (Vitest) - mark as test.skip()
- Commit: "test(<capability>): Add pending tests for all scenarios"
## Phase 2: IMPLEMENT (Green Phase)
- Remove skip/todo marker from one test
- Write MINIMAL code to make it pass
- Run test suite (npm run test, php artisan test, npx playwright test)
- Commit when green: "feat(<capability>): Implement <scenario>"
- Repeat for all scenarios
## Phase 3: REFACTOR (Clean Phase)
- Review for code smells, duplication, performance
- Refactor with confidence (tests guard against regression)
- Run full test suite
- Commit: "refactor(<capability>): <improvement description>"
## Phase 4: DOCUMENT
- Generate API docs: php artisan scribe:generate
- Verify all tests pass
- Commit: "docs(<capability>): Update API documentation"
test_granularity: "Every spec scenario gets a test"
test_organization: "Mirror current structure"
test_types:
- E2E: Playwright tests for critical user journeys
- API: Pest Feature tests for all endpoints
- Unit: Pest/Vitest for internal methods and business logic
- Component: Vitest + Testing Library for Svelte components
pending_markers:
php: "->todo()"
playwright: "test.fixme()"
vitest: "test.skip()"
test_naming:
format: "Descriptive - mirror spec scenario intent"
examples:
- "authenticates user with valid credentials and issues JWT tokens"
- "returns 401 when credentials are invalid"
- "rotates refresh token on each refresh request"
coverage_target: ">70%"
regression_strategy: "Every test is a regression test - run full suite on every PR"
scripts:
backend:
test: "pest"
"test:unit": "pest --filter=Unit"
"test:feature": "pest --filter=Feature"
"test:coverage": "pest --coverage --min=70"
"test:todo": "pest --filter=todo"
lint: "pint"
"lint:fix": "pint --fix"
analyse: "phpstan analyse --level=5"
docs: "scribe:generate"
frontend:
test: "vitest run"
"test:watch": "vitest"
"test:ui": "vitest --ui"
"test:e2e": "playwright test"
"test:e2e:ui": "playwright test --ui"
"test:all": "npm run test && npm run test:e2e"
lint: "eslint ."
"lint:fix": "eslint . --fix"
format: "prettier --check ."
"format:fix": "prettier --write ."
rules:
# Project-level standing instructions (from decision-log.md)
all_changes:
- Every change must follow SDD+TDD: specs → pending tests → implementation → refactor
- Every spec scenario must have corresponding tests (E2E, API, Unit, Component)
- Pending tests must be committed before implementation (red phase)
- Changes must end with code review for style, standards, and security
- Verification (/opsx-verify) must check for uncovered code (code not tested)
- Commits must be granular (one scenario = one commit)
- Code coverage must be >70% (enforced in /opsx-verify)
- All tests must pass before merge
- Zero linting errors (Laravel Pint, ESLint, Prettier)
- API documentation must be up-to-date (Scribe generation)
proposal:
- Include clear Goals and Non-Goals sections
- Reference the 4 personas (Superuser, Manager, Developer, Top Brass)
- Align with monthly capacity planning workflow
- Include data validation rules for any new entities
specs:
- Document all validation rules explicitly
- Include RBAC permissions for each operation
- Define error scenarios and expected responses
- Reference existing data model (team_members, projects, allocations, actuals)
- Use YYYY-MM format for month references
- Each scenario must be testable (clear GIVEN/WHEN/THEN)
design:
- Include database schema changes (migrations needed)
- Define API endpoints with request/response examples
- Specify caching strategy (keys, TTL, invalidation rules)
- Include UI/UX considerations for SvelteKit + DaisyUI
- Document any new dependencies
- Document test approach for each capability
tasks:
- Organize by capability (not by layer)
- Each capability has 4 phases: Test (Red) → Implement (Green) → Refactor → Document
- Break implementation into individual scenarios
- Include explicit test tasks (write pending, enable one by one)
- Include API documentation updates as tasks
- Order capabilities by dependency and business priority
# Domain knowledge
context: |
## Project Overview
Headroom is a resource planning and capacity management tool for engineering managers.
It replaces error-prone spreadsheets with structured capacity planning, resource allocation,
and utilization tracking.
## Core Workflow (Monthly Cycle)
1. **Capacity Planning** - Define team availability (holidays, PTO, working days)
2. **Project Setup** - Track projects through lifecycle with approved estimates
3. **Resource Allocation** - Allocate hours per person per project per month
4. **Actuals Tracking** - Log actual hours worked and compare to planned
## Personas & Permissions
- **Superuser:** Full access (setup, config, all projects, all teams)
- **Manager:** Create/edit own projects, allocate own team, view all projects read-only
- **Developer:** View own allocations, log own hours, view assigned projects
- **Top Brass:** View all reports read-only (forecasts, utilization, costs)
## Key Business Rules
- Availability: 0 (unavailable), 0.5 (half day), 1.0 (full day)
- Project allocation indicators: GREEN (100% ±5%), YELLOW (<95%), RED (>105%)
- Monthly aggregate for actuals (not daily)
- Untracked resource for external team time (not billed)
- Validation: Cannot allocate to "Done" or "Cancelled" projects
## Data Model Summary
- team_members: id (UUID), name, role_id, hourly_rate, active
- projects: id (UUID), code, title, status_id, type_id, approved_estimate, forecasted_effort (JSON)
- allocations: id (UUID), project_id, team_member_id, month (YYYY-MM), allocated_hours
- actuals: id (UUID), project_id, team_member_id, month (YYYY-MM), hours_logged
- roles, project_statuses, project_types: Master data tables
- holidays, ptos: Calendar data
## Deferred to Phase 2
- Real-time notifications (WebSocket)
- PDF/CSV exports
- Background jobs (Laravel Queue)
- Audit logging
- Multi-tenancy
- Time-tracking tool integration

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<?php
use Illuminate\Foundation\Testing\RefreshDatabase;
use App\Models\User;
uses()->group('{{capability}}');
/*
* Test Template for Pest Feature Tests
*
* Copy this file and replace:
* - {{capability}} with the capability name (e.g., 'authentication')
* - {{scenario_description}} with the spec scenario description
*
* Mark pending tests with ->todo() during Red Phase
* Remove ->todo() and implement during Green Phase
*/
describe('{{capability}} API', function () {
// Use RefreshDatabase trait for clean state
uses(RefreshDatabase::class);
beforeEach(function () {
// Setup code runs before each test
// e.g., create test user, authenticate, etc.
});
/*
* Scenario: {{scenario_description}}
*
* Spec Reference: specs/{{capability}}/spec.md
* Scenario: {{scenario_number}}
*/
it('{{scenario_description}}', function () {
// Arrange (GIVEN)
// Set up the initial state
// Act (WHEN)
// Perform the action
$response = $this->postJson('/api/{{endpoint}}', [
// Request data
]);
// Assert (THEN)
// Verify the expected outcome
$response->assertStatus(200)
->assertJson([
// Expected response structure
]);
})->todo(); // Remove ->todo() when implementing
/*
* Example: Error scenario
*/
it('returns error when {{error_condition}}', function () {
// Arrange
// Act
$response = $this->postJson('/api/{{endpoint}}', [
'invalid' => 'data'
]);
// Assert
$response->assertStatus(422)
->assertJsonValidationErrors(['field_name']);
})->todo();
/*
* Example: Authorization scenario
*/
it('returns 403 when user lacks permission', function () {
// Arrange: Create user without permission
$user = User::factory()->create(['role' => 'developer']);
// Act
$response = $this->actingAs($user)
->postJson('/api/{{admin_endpoint}}');
// Assert
$response->assertStatus(403);
})->todo();
});
/*
* Helper functions specific to this capability
*/
function create{{model}}(array $attributes = []): {{model}}
{
return {{model}}::factory()->create($attributes);
}
function authenticateUser(string $role = 'manager'): User
{
$user = User::factory()->create(['role' => $role]);
// Return authenticated user or token
return $user;
}

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<?php
use App\Services\{{service}};
uses()->group('{{capability}}', 'unit');
/*
* Test Template for Pest Unit Tests
*
* Copy this file and replace:
* - {{capability}} with the capability name
* - {{service}} with the class being tested
*
* Mark pending tests with ->todo() during Red Phase
* Remove ->todo() and implement during Green Phase
*/
describe('{{service}}', function () {
beforeEach(function () {
$this->service = new {{service}}();
});
/*
* Test: {{method_description}}
*
* Tests the core logic of {{method_name}}
*/
it('{{method_description}}', function () {
// Arrange
$input = [
// Test input data
];
$expected = [
// Expected output
];
// Act
$result = $this->service->{{method_name}}($input);
// Assert
expect($result)->toBe($expected);
})->todo();
/*
* Test: Edge case handling
*/
it('handles {{edge_case}} gracefully', function () {
// Arrange
$edgeCaseInput = null;
// Act & Assert
expect(fn () => $this->service->{{method_name}}($edgeCaseInput))
->toThrow(\InvalidArgumentException::class);
})->todo();
/*
* Test: Calculation accuracy
*/
it('calculates {{calculation}} correctly', function () {
// Arrange
$a = 10;
$b = 20;
// Act
$result = $this->service->calculate($a, $b);
// Assert
expect($result)->toBe(30);
})->todo();
});
/*
* Data providers for parameterized tests
*/
dataset('valid_inputs', function () {
return [
'case 1' => [['input' => 'value1'], 'expected1'],
'case 2' => [['input' => 'value2'], 'expected2'],
'case 3' => [['input' => 'value3'], 'expected3'],
];
});
/*
* Example parameterized test
*/
it('processes valid inputs correctly', function ($input, $expected) {
$result = $this->service->process($input);
expect($result)->toBe($expected);
})->with('valid_inputs')->todo();

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import { test, expect } from '@playwright/test';
/*
* Test Template for Playwright E2E Tests
*
* Copy this file and replace:
* - {{capability}} with the capability name (e.g., 'authentication')
* - {{scenario_description}} with the spec scenario description
*
* Mark pending tests with test.fixme() during Red Phase
* Remove test.fixme() and implement during Green Phase
*/
test.describe('{{capability}} Flow', () => {
test.beforeEach(async ({ page }) => {
// Setup: Navigate to base URL, login, etc.
await page.goto('/');
});
/*
* Scenario: {{scenario_description}}
*
* Spec Reference: specs/{{capability}}/spec.md
* Scenario: {{scenario_number}}
*/
test('{{scenario_description}}', async ({ page }) => {
// Arrange (GIVEN)
// Set up initial state
await page.goto('/{{route}}');
// Act (WHEN)
// Perform user actions
await page.fill('[name="email"]', 'test@example.com');
await page.fill('[name="password"]', 'password');
await page.click('button[type="submit"]');
// Assert (THEN)
// Verify expected outcome
await expect(page).toHaveURL('/dashboard');
await expect(page.locator('[data-testid="success-message"]')).toBeVisible();
await expect(page.locator('[data-testid="user-name"]')).toContainText('Test User');
});
/*
* Example: Error scenario
*/
test('displays error when {{error_condition}}', async ({ page }) => {
// Arrange
await page.goto('/{{route}}');
// Act
await page.fill('[name="email"]', 'invalid@example.com');
await page.fill('[name="password"]', 'wrongpassword');
await page.click('button[type="submit"]');
// Assert
await expect(page.locator('[data-testid="error-message"]')).toBeVisible();
await expect(page.locator('[data-testid="error-message"]')).toContainText('Invalid credentials');
await expect(page).toHaveURL('/{{route}}');
});
/*
* Example: Form validation
*/
test('validates required fields', async ({ page }) => {
// Arrange
await page.goto('/{{route}}');
// Act
await page.click('button[type="submit"]');
// Assert
await expect(page.locator('[data-testid="error-email"]')).toContainText('Email is required');
await expect(page.locator('[data-testid="error-password"]')).toContainText('Password is required');
});
/*
* Example: CRUD operation
*/
test('completes full {{resource}} CRUD flow', async ({ page }) => {
// Create
await page.goto('/{{resource}}/new');
await page.fill('[name="name"]', 'Test {{resource}}');
await page.click('button[type="submit"]');
await expect(page.locator('[data-testid="success-message"]')).toBeVisible();
// Read
await page.goto('/{{resource}}');
await expect(page.locator('text=Test {{resource}}')).toBeVisible();
// Update
await page.click('[data-testid="edit-{{resource}}"]');
await page.fill('[name="name"]', 'Updated {{resource}}');
await page.click('button[type="submit"]');
await expect(page.locator('[data-testid="success-message"]')).toBeVisible();
// Delete
await page.click('[data-testid="delete-{{resource}}"]');
await page.click('[data-testid="confirm-delete"]');
await expect(page.locator('text=Updated {{resource}}')).not.toBeVisible();
});
/*
* Example: RBAC test
*/
test('restricts access based on role', async ({ page }) => {
// Login as developer (limited permissions)
await loginAs(page, 'developer');
// Try to access admin page
await page.goto('/admin/{{resource}}');
// Should be redirected or show access denied
await expect(page.locator('[data-testid="access-denied"]')).toBeVisible();
});
});
/*
* Helper functions
*/
async function loginAs(page, role: string) {
await page.goto('/login');
await page.fill('[name="email"]', `${role}@example.com`);
await page.fill('[name="password"]', 'password');
await page.click('button[type="submit"]');
await expect(page).toHaveURL('/dashboard');
}
async function create{{model}}(page, data: object) {
await page.goto('/{{resource}}/new');
for (const [key, value] of Object.entries(data)) {
await page.fill(`[name="${key}"]`, value);
}
await page.click('button[type="submit"]');
}

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import { describe, it, expect, vi, beforeEach } from 'vitest';
import { render, screen, fireEvent, waitFor } from '@testing-library/svelte';
import {{component}} from './{{component}}.svelte';
/*
* Test Template for Vitest Component Tests
*
* Copy this file and replace:
* - {{component}} with the Svelte component name
* - {{capability}} with the capability name
*
* Mark pending tests with test.skip() during Red Phase
* Remove .skip and implement during Green Phase
*/
describe('{{component}}', () => {
beforeEach(() => {
// Reset mocks and state
vi.clearAllMocks();
});
/*
* Test: Component renders correctly
*/
it.skip('renders with default props', () => {
const { container } = render({{component}});
expect(container.querySelector('[data-testid="{{component}}"]')).toBeInTheDocument();
});
/*
* Test: Component displays data correctly
*/
it.skip('displays {{data_type}} data', () => {
const mockData = {
id: '123',
name: 'Test Name',
value: 100
};
render({{component}}, { props: { data: mockData } });
expect(screen.getByText('Test Name')).toBeInTheDocument();
expect(screen.getByText('100')).toBeInTheDocument();
});
/*
* Test: User interaction
*/
it.skip('handles {{action}} click', async () => {
const mockHandler = vi.fn();
render({{component}}, {
props: {
on{{action}}: mockHandler
}
});
const button = screen.getByTestId('{{action}}-button');
await fireEvent.click(button);
expect(mockHandler).toHaveBeenCalledTimes(1);
});
/*
* Test: Form submission
*/
it.skip('submits form with correct data', async () => {
const mockSubmit = vi.fn();
render({{component}}, {
props: {
onSubmit: mockSubmit
}
});
// Fill form
await fireEvent.input(screen.getByLabelText('Name'), {
target: { value: 'Test Name' }
});
await fireEvent.input(screen.getByLabelText('Email'), {
target: { value: 'test@example.com' }
});
// Submit
await fireEvent.click(screen.getByText('Submit'));
await waitFor(() => {
expect(mockSubmit).toHaveBeenCalledWith({
name: 'Test Name',
email: 'test@example.com'
});
});
});
/*
* Test: Validation errors
*/
it.skip('displays validation errors', async () => {
render({{component}});
// Submit empty form
await fireEvent.click(screen.getByText('Submit'));
await waitFor(() => {
expect(screen.getByText('Name is required')).toBeInTheDocument();
expect(screen.getByText('Email is required')).toBeInTheDocument();
});
});
/*
* Test: Loading state
*/
it.skip('shows loading state', () => {
render({{component}}, {
props: {
loading: true
}
});
expect(screen.getByTestId('loading-spinner')).toBeInTheDocument();
});
/*
* Test: Empty state
*/
it.skip('displays empty state when no data', () => {
render({{component}}, {
props: {
data: []
}
});
expect(screen.getByText('No data available')).toBeInTheDocument();
});
/*
* Test: Error state
*/
it.skip('displays error message', () => {
render({{component}}, {
props: {
error: 'Failed to load data'
}
});
expect(screen.getByText('Failed to load data')).toBeInTheDocument();
});
/*
* Test: Accessibility
*/
it.skip('has accessible attributes', () => {
render({{component}});
const element = screen.getByRole('button');
expect(element).toHaveAttribute('aria-label');
});
});
/*
* Helper functions
*/
function createMock{{model}}(overrides = {}) {
return {
id: '123',
name: 'Test {{model}}',
createdAt: new Date().toISOString(),
...overrides
};
}

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import { describe, it, expect, vi, beforeEach } from 'vitest';
/*
* Test Template for Vitest Unit Tests (Utilities, Stores, API Clients)
*
* Copy this file and replace:
* - {{module}} with the module name
* - {{capability}} with the capability name
*
* Mark pending tests with test.skip() during Red Phase
* Remove .skip and implement during Green Phase
*/
describe('{{module}}', () => {
beforeEach(() => {
// Reset state before each test
vi.clearAllMocks();
});
/*
* Test: Core functionality
*/
it.skip('{{functionality_description}}', () => {
// Arrange
const input = {
// Test input
};
const expected = {
// Expected output
};
// Act
const result = {{module}}.{{method}}(input);
// Assert
expect(result).toEqual(expected);
});
/*
* Test: Edge cases
*/
it.skip('handles {{edge_case}}', () => {
// Arrange
const edgeCaseInput = null;
// Act & Assert
expect(() => {{module}}.{{method}}(edgeCaseInput))
.toThrow('Invalid input');
});
/*
* Test: Async operations
*/
it.skip('{{async_description}}', async () => {
// Arrange
const mockResponse = { data: 'test' };
global.fetch = vi.fn().mockResolvedValue({
ok: true,
json: () => Promise.resolve(mockResponse)
});
// Act
const result = await {{module}}.{{async_method}}();
// Assert
expect(result).toEqual(mockResponse);
expect(fetch).toHaveBeenCalledWith('/api/{{endpoint}}');
});
/*
* Test: Error handling
*/
it.skip('handles API errors', async () => {
// Arrange
global.fetch = vi.fn().mockResolvedValue({
ok: false,
status: 500,
json: () => Promise.resolve({ message: 'Server error' })
});
// Act & Assert
await expect({{module}}.{{async_method}}())
.rejects.toThrow('Server error');
});
/*
* Test: Store behavior (if testing Svelte stores)
*/
it.skip('updates store value', () => {
// Arrange
const store = {{module}}.{{store_name}};
// Act
store.set({ value: 'new value' });
// Assert
let value;
store.subscribe(v => { value = v; })();
expect(value).toEqual({ value: 'new value' });
});
/*
* Test: Store derived values
*/
it.skip('computes derived value correctly', () => {
// Arrange
const store = {{module}}.{{store_name}};
store.set({ items: [1, 2, 3] });
// Act
let derivedValue;
{{module}}.{{derived_store}}.subscribe(v => { derivedValue = v; })();
// Assert
expect(derivedValue).toBe(6); // sum of items
});
/*
* Test: Validation logic
*/
it.skip('validates {{field}} correctly', () => {
// Valid cases
expect({{module}}.validate{{field}}('valid')).toBe(true);
expect({{module}}.validate{{field}}('another-valid')).toBe(true);
// Invalid cases
expect({{module}}.validate{{field}}('')).toBe(false);
expect({{module}}.validate{{field}}(null)).toBe(false);
expect({{module}}.validate{{field}}('invalid!')).toBe(false);
});
/*
* Test: Calculation accuracy
*/
it.skip('calculates {{calculation}} correctly', () => {
expect({{module}}.calculate(10, 20)).toBe(30);
expect({{module}}.calculate(0, 0)).toBe(0);
expect({{module}}.calculate(-5, 5)).toBe(0);
});
/*
* Test: Formatting functions
*/
it.skip('formats {{data_type}} correctly', () => {
expect({{module}}.format{{data_type}}(1000)).toBe('$1,000.00');
expect({{module}}.format{{data_type}}(0)).toBe('$0.00');
expect({{module}}.format{{data_type}}(-500)).toBe('-$500.00');
});
/*
* Test: Date/time utilities
*/
it.skip('parses date correctly', () => {
const result = {{module}}.parseDate('2024-01-15');
expect(result).toBeInstanceOf(Date);
expect(result.getFullYear()).toBe(2024);
expect(result.getMonth()).toBe(0); // January is 0
expect(result.getDate()).toBe(15);
});
it.skip('formats date as YYYY-MM', () => {
const date = new Date(2024, 0, 15); // January 15, 2024
expect({{module}}.formatMonth(date)).toBe('2024-01');
});
/*
* Test: Local storage operations
*/
it.skip('saves to localStorage', () => {
const data = { key: 'value' };
{{module}}.saveToStorage('test-key', data);
expect(localStorage.setItem).toHaveBeenCalledWith(
'test-key',
JSON.stringify(data)
);
});
it.skip('loads from localStorage', () => {
const data = { key: 'value' };
localStorage.getItem.mockReturnValue(JSON.stringify(data));
const result = {{module}}.loadFromStorage('test-key');
expect(result).toEqual(data);
});
});
/*
* Data providers for parameterized tests
*/
const testCases = [
{ input: 'case1', expected: 'result1' },
{ input: 'case2', expected: 'result2' },
{ input: 'case3', expected: 'result3' },
];
it.skip('processes multiple cases correctly', () => {
testCases.forEach(({ input, expected }) => {
expect({{module}}.process(input)).toBe(expected);
});
});