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

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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:
Santhosh Janardhanan
2026-04-20 16:38:41 -04:00
parent 90c15c70b7
commit f87ccccc4d
261 changed files with 54496 additions and 126 deletions
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186
backend/tests/Feature/UtilizationTest.php Normal file
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<?php
namespace Tests\Feature;
use App\Models\Allocation;
use App\Models\Role;
use App\Models\TeamMember;
use App\Models\User;
use Illuminate\Foundation\Testing\RefreshDatabase;
use Tests\TestCase;
class UtilizationTest extends TestCase
{
use RefreshDatabase;
protected function loginAsManager(): string
{
$user = User::factory()->create([
'email' => 'manager@test.com',
'password' => bcrypt('password123'),
'role' => 'manager',
'active' => true,
]);
$response = $this->postJson('/api/auth/login', [
'email' => 'manager@test.com',
'password' => 'password123',
]);
return $response->json('access_token');
}
// 7.1.9 GET /api/utilization/running calculates YTD
public function test_get_utilization_running_calculates_ytd(): void
{
$token = $this->loginAsManager();
$role = Role::factory()->create();
$member = TeamMember::factory()->create(['role_id' => $role->id, 'active' => true]);
// Create allocations for Jan, Feb, Mar 2026
Allocation::factory()->create([
'team_member_id' => $member->id,
'month' => '2026-01-01',
'allocated_hours' => 140,
]);
Allocation::factory()->create([
'team_member_id' => $member->id,
'month' => '2026-02-01',
'allocated_hours' => 150,
]);
Allocation::factory()->create([
'team_member_id' => $member->id,
'month' => '2026-03-01',
'allocated_hours' => 160,
]);
$response = $this->withHeader('Authorization', "Bearer {$token}")
->getJson("/api/utilization/running?team_member_id={$member->id}&month=2026-03");
$response->assertStatus(200)
->assertJsonStructure([
'capacity_ytd',
'allocated_ytd',
'utilization',
'indicator',
'months_included',
])
->assertJson([
'allocated_ytd' => 450.0,
'months_included' => 3,
]);
}
// 7.1.10 GET /api/utilization/overall calculates monthly
public function test_get_utilization_overall_calculates_monthly(): void
{
$token = $this->loginAsManager();
$role = Role::factory()->create();
$member = TeamMember::factory()->create(['role_id' => $role->id, 'active' => true]);
Allocation::factory()->create([
'team_member_id' => $member->id,
'month' => '2026-02-01',
'allocated_hours' => 140,
]);
$response = $this->withHeader('Authorization', "Bearer {$token}")
->getJson("/api/utilization/overall?team_member_id={$member->id}&month=2026-02");
$response->assertStatus(200)
->assertJsonStructure([
'capacity',
'allocated',
'utilization',
'indicator',
])
->assertJson([
'allocated' => 140.0,
]);
}
// 7.1.11 Utilization includes in allocation response
public function test_utilization_included_in_team_members_response(): void
{
$token = $this->loginAsManager();
$role = Role::factory()->create();
$member = TeamMember::factory()->create(['role_id' => $role->id, 'active' => true]);
Allocation::factory()->create([
'team_member_id' => $member->id,
'month' => '2026-02-01',
'allocated_hours' => 140,
]);
// Get team member with utilization data
$response = $this->withHeader('Authorization', "Bearer {$token}")
->getJson("/api/team-members/{$member->id}?include_utilization=true&month=2026-02");
$response->assertStatus(200)
->assertJsonStructure([
'data' => [
'id',
'name',
'utilization' => [
'overall',
'running',
],
],
]);
}
public function test_utilization_team_endpoint_returns_aggregate(): void
{
$token = $this->loginAsManager();
$role = Role::factory()->create();
$memberA = TeamMember::factory()->create(['role_id' => $role->id, 'active' => true]);
$memberB = TeamMember::factory()->create(['role_id' => $role->id, 'active' => true]);
Allocation::factory()->create([
'team_member_id' => $memberA->id,
'month' => '2026-02-01',
'allocated_hours' => 140,
]);
Allocation::factory()->create([
'team_member_id' => $memberB->id,
'month' => '2026-02-01',
'allocated_hours' => 150,
]);
$response = $this->withHeader('Authorization', "Bearer {$token}")
->getJson('/api/utilization/team?month=2026-02');
$response->assertStatus(200)
->assertJsonStructure([
'average_utilization',
'average_indicator',
'member_count',
'by_member',
])
->assertJson([
'member_count' => 2,
]);
}
public function test_utilization_requires_authentication(): void
{
$response = $this->getJson('/api/utilization/overall?team_member_id=123&month=2026-02');
$response->assertStatus(401);
}
public function test_utilization_validates_required_parameters(): void
{
$token = $this->loginAsManager();
$response = $this->withHeader('Authorization', "Bearer {$token}")
->getJson('/api/utilization/overall');
$response->assertStatus(422)
->assertJsonValidationErrors(['team_member_id', 'month']);
}
}