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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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openspec/changes/archive/2026-03-22-implement-actuals-tracking/tasks.md Normal file
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# Implementation Tasks
## Backend
- [x] Create `actuals` database migration with project_id, team_member_id, month, hours_logged
- [x] Create `Actual` model with relationships to Project and TeamMember
- [x] Create `ActualFactory` for testing
- [x] Create `ActualsService` with variance calculation logic
- [x] Create `ActualController` with CRUD operations
- [x] `index` - Cartesian grid with filters and pagination
- [x] `store` - Create/append hours with validation
- [x] `show` - Get single actual with variance
- [x] `update` - Update hours (replace mode)
- [x] `destroy` - Delete actual
- [x] Add `actuals` API resource route
- [x] Create `ActualResource` for response formatting
- [x] Add notes field to actuals table (migration)
- [x] Create `config/actuals.php` for feature flags
- [x] Add inactive project status validation
- [x] Add future month validation
## Frontend
- [x] Create `actuals.ts` types (Actual, ActualGridItem, requests, responses)
- [x] Create `actualsService.ts` with API methods
- [x] Create `/actuals` page with grid layout
- [x] Implement month navigation (prev/next buttons)
- [x] Implement project filter (MultiSelect)
- [x] Implement team member filter (MultiSelect)
- [x] Implement include inactive toggle
- [x] Implement search functionality
- [x] Implement pagination component
- [x] Create logging modal for hour entry
- [x] Implement additive hour logging
- [x] Implement notes field in modal
- [x] Implement delete functionality
- [x] Display variance indicators with colors
- [x] Handle untracked column (team_member_id = null)
- [x] Style read-only cells for completed projects
- [x] Add "Actuals" to navigation menu
## Testing
- [x] Add e2e test for actuals page navigation
- [x] Add unit test for team member constraint with actuals
- [x] Create `ActualFactory` for test data generation
## Documentation
- [x] Create proposal documenting the change
- [x] Create specs for actuals-grid capability
- [x] Create specs for actuals-logging capability
- [x] Create specs for actuals-variance capability
- [x] Create design document with architecture decisions