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

openspec/specs/forecast-reporting/spec.md

@@ -0,0 +1,74 @@
+# forecast-reporting Specification
+
+## Purpose
+TBD - created by archiving change headroom-foundation. Update Purpose after archive.
+## Requirements
+### Requirement: Generate multi-period forecast report
+The system SHALL generate forecast reports showing allocations and revenue projections across multiple months.
+
+#### Scenario: View 3-month forecast
+- **WHEN** a manager requests a forecast report for February-April 2026
+- **THEN** the system displays all projects with allocations in that period
+- **AND** for each project shows month-by-month allocation breakdown
+- **AND** calculates revenue forecast based on allocations × hourly rates
+
+#### Scenario: Forecast includes variance indicators
+- **WHEN** viewing the forecast report
+- **THEN** the system shows forecasted hours vs approved estimate for each project
+- **AND** displays GREEN/YELLOW/RED indicators for over/under-allocation
+
+### Requirement: Filter forecast by project
+The system SHALL allow filtering forecast reports by project, status, or type.
+
+#### Scenario: Filter by project status
+- **WHEN** filtering forecast report to show only "In-Progress" projects
+- **THEN** the system displays only projects with that status
+
+#### Scenario: Filter by project type
+- **WHEN** filtering forecast report to show only "Project" type (billable)
+- **THEN** the system excludes "Support" type projects from the report
+
+### Requirement: Filter forecast by team
+The system SHALL allow filtering forecast reports by team or team member.
+
+#### Scenario: Filter by team member
+- **WHEN** filtering forecast report to show allocations for "John Doe"
+- **THEN** the system displays only projects where John Doe has allocations
+
+#### Scenario: Filter by role/team
+- **WHEN** filtering forecast report to show allocations for "Backend Developer" role
+- **THEN** the system displays allocations for all team members with that role
+
+### Requirement: Forecast revenue calculation
+The system SHALL calculate revenue forecasts based on allocations multiplied by team member hourly rates.
+
+#### Scenario: Calculate monthly revenue forecast
+- **WHEN** a project has allocations: Developer A 40h @ $150/h, Developer B 30h @ $125/h
+- **THEN** the system calculates monthly revenue forecast as $9,750 (40×$150 + 30×$125)
+
+#### Scenario: Calculate total revenue forecast for period
+- **WHEN** viewing forecast for Feb-Apr
+- **AND** total allocations are: Feb $9,750, Mar $12,000, Apr $6,000
+- **THEN** the system calculates total period revenue forecast as $27,750
+
+### Requirement: Forecast summary aggregations
+The system SHALL provide summary aggregations across all projects in the forecast.
+
+#### Scenario: Total approved hours vs allocated hours
+- **WHEN** viewing forecast summary
+- **THEN** the system displays total approved estimate across all projects
+- **AND** displays total allocated hours across all projects
+- **AND** shows overall variance percentage
+
+#### Scenario: Revenue forecast summary
+- **WHEN** viewing forecast summary
+- **THEN** the system displays total possible revenue (if all projects delivered at 100% allocation)
+- **AND** displays current forecasted revenue based on actual allocations
+
+### Requirement: Customizable date range
+The system SHALL allow selecting custom date ranges for forecast reports.
+
+#### Scenario: Select date range
+- **WHEN** a manager selects "From: 2026-02" and "To: 2026-06"
+- **THEN** the system generates forecast for those 5 months
+