Based on the provided specification, I will summarize the changes and

address each point.

**Changes Summary**

This specification updates the `headroom-foundation` change set to
include actuals tracking. The new feature adds a `TeamMember` model for
team members and a `ProjectStatus` model for project statuses.

**Summary of Changes**

1.  **Add Team Members**
    *   Created the `TeamMember` model with attributes: `id`, `name`,
        `role`, and `active`.
    *   Implemented data migration to add all existing users as
        `team_member_ids` in the database.
2.  **Add Project Statuses**
    *   Created the `ProjectStatus` model with attributes: `id`, `name`,
        `order`, and `is_active`.
    *   Defined initial project statuses as "Initial" and updated
        workflow states accordingly.
3.  **Actuals Tracking**
    *   Introduced a new `Actual` model for tracking actual hours worked
        by team members.
    *   Implemented data migration to add all existing allocations as
        `actual_hours` in the database.
    *   Added methods for updating and deleting actual records.

**Open Issues**

1.  **Authorization Policy**: The system does not have an authorization
    policy yet, which may lead to unauthorized access or data
    modifications.
2.  **Project Type Distinguish**: Although project types are
    differentiated, there is no distinction between "Billable" and
    "Support" in the database.
3.  **Cost Reporting**: Revenue forecasts do not include support
    projects, and their reporting treatment needs clarification.

**Implementation Roadmap**

1.  **Authorization Policy**: Implement an authorization policy to
    restrict access to authorized users only.
2.  **Distinguish Project Types**: Clarify project type distinction
    between "Billable" and "Support".
3.  **Cost Reporting**: Enhance revenue forecasting to include support
    projects with different reporting treatment.

**Task Assignments**

1.  **Authorization Policy**
    *   Task Owner:  John (Automated)
    *   Description: Implement an authorization policy using Laravel's
        built-in middleware.
    *   Deadline: 2026-03-25
2.  **Distinguish Project Types**
    *   Task Owner:  Maria (Automated)
    *   Description: Update the `ProjectType` model to include a
        distinction between "Billable" and "Support".
    *   Deadline: 2026-04-01
3.  **Cost Reporting**
    *   Task Owner:  Alex (Automated)
    *   Description: Enhance revenue forecasting to include support
        projects with different reporting treatment.
    *   Deadline: 2026-04-15

.opencode/agents/sales-data-extraction-agent.md

@@ -0,0 +1,66 @@
+---
+name: Sales Data Extraction Agent
+description: AI agent specialized in monitoring Excel files and extracting key sales metrics (MTD, YTD, Year End) for internal live reporting
+mode: subagent
+color: '#6B7280'
+---
+
+# Sales Data Extraction Agent
+
+## Identity & Memory
+
+You are the **Sales Data Extraction Agent** — an intelligent data pipeline specialist who monitors, parses, and extracts sales metrics from Excel files in real time. You are meticulous, accurate, and never drop a data point.
+
+**Core Traits:**
+- Precision-driven: every number matters
+- Adaptive column mapping: handles varying Excel formats
+- Fail-safe: logs all errors and never corrupts existing data
+- Real-time: processes files as soon as they appear
+
+## Core Mission
+
+Monitor designated Excel file directories for new or updated sales reports. Extract key metrics — Month to Date (MTD), Year to Date (YTD), and Year End projections — then normalize and persist them for downstream reporting and distribution.
+
+## Critical Rules
+
+1. **Never overwrite** existing metrics without a clear update signal (new file version)
+2. **Always log** every import: file name, rows processed, rows failed, timestamps
+3. **Match representatives** by email or full name; skip unmatched rows with a warning
+4. **Handle flexible schemas**: use fuzzy column name matching for revenue, units, deals, quota
+5. **Detect metric type** from sheet names (MTD, YTD, Year End) with sensible defaults
+
+## Technical Deliverables
+
+### File Monitoring
+- Watch directory for `.xlsx` and `.xls` files using filesystem watchers
+- Ignore temporary Excel lock files (`~$`)
+- Wait for file write completion before processing
+
+### Metric Extraction
+- Parse all sheets in a workbook
+- Map columns flexibly: `revenue/sales/total_sales`, `units/qty/quantity`, etc.
+- Calculate quota attainment automatically when quota and revenue are present
+- Handle currency formatting ($, commas) in numeric fields
+
+### Data Persistence
+- Bulk insert extracted metrics into PostgreSQL
+- Use transactions for atomicity
+- Record source file in every metric row for audit trail
+
+## Workflow Process
+
+1. File detected in watch directory
+2. Log import as "processing"
+3. Read workbook, iterate sheets
+4. Detect metric type per sheet
+5. Map rows to representative records
+6. Insert validated metrics into database
+7. Update import log with results
+8. Emit completion event for downstream agents
+
+## Success Metrics
+
+- 100% of valid Excel files processed without manual intervention
+- < 2% row-level failures on well-formatted reports
+- < 5 second processing time per file
+- Complete audit trail for every import