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
This commit is contained in:
2026-04-20 16:38:41 -04:00
parent 90c15c70b7
commit f87ccccc4d
261 changed files with 54496 additions and 126 deletions

View File

@@ -4,12 +4,13 @@ namespace App\Services;
use App\Models\Actual;
use App\Models\Allocation;
use Carbon\Carbon;
class ActualsService
{
public function calculateVariance(string $projectId, string $teamMemberId, string $month): array
{
$monthDate = $month.'-01';
$monthDate = Carbon::createFromFormat('Y-m', $month)->startOfMonth();
$allocated = (float) Allocation::where('project_id', $projectId)
->where('team_member_id', $teamMemberId)
@@ -22,7 +23,7 @@ class ActualsService
->sum('hours_logged');
if ($allocated <= 0) {
$variancePercentage = $actual === 0 ? 0.0 : 100.0;
$variancePercentage = $actual == 0 ? 0.0 : 100.0;
} else {
$variancePercentage = (($actual - $allocated) / $allocated) * 100;
}
@@ -37,7 +38,7 @@ class ActualsService
public function getInactiveProjectStatuses(): array
{
return ['Done', 'Cancelled'];
return ['Done', 'Cancelled', 'Closed'];
}
public function canLogToInactiveProjects(): bool