Backend:
- Add ActualController with Cartesian product query (all projects × members)
- Add ActualsService for variance calculations (∞% when actual>0, allocated=0)
- Add ActualResource for API response formatting
- Add migration for notes column on actuals table
- Add global config for inactive project logging (ALLOW_ACTUALS_ON_INACTIVE_PROJECTS)
- Implement filters: project_ids[], team_member_ids[], include_inactive, search
- Add pagination support (25 per page default)
- Register /api/actuals routes
Frontend:
- Create MultiSelect component with portal rendering (z-index fix for sidebar)
- Compact trigger mode to prevent badge overflow
- SSR-safe with browser guards
- Keyboard navigation and accessibility
- Create Pagination component with smart ellipsis
- Rebuild actuals page with:
- Full Cartesian matrix (shows all projects × members, not just allocations)
- Filter section with project/member multi-select
- Active filters display area with badge wrapping
- URL persistence for all filter state
- Month navigation with arrows
- Variance display (GREEN ≤5%, YELLOW 5-20%, RED >20%, ∞% for zero allocation)
- Read-only cells for inactive projects
- Modal for incremental hours logging with notes
- Add actualsService with unwrap:false to preserve pagination meta
- Add comprehensive TypeScript types for grid items and pagination
OpenSpec:
- Update actuals-tracking spec with clarified requirements
- Mark Capability 6: Actuals Tracking as complete in tasks.md
- Update test count: 157 backend tests passing
Fixes:
- SSR error: Add browser guards to portal rendering
- Z-index: Use portal to escape stacking context (sidebar z-30)
- Filter overlap: Separate badge display from dropdown triggers
- Member filter: Derive visible members from API response data
- Pagination meta: Disable auto-unwrap to preserve response structure
Add comprehensive API documentation for the reporting endpoint:
- Request/response structure
- View type inference (did/is/will)
- Blank vs explicit zero semantics
- Status values and error responses
Related to enhanced-allocation change.
Make PTO creation immediately approved, add PTO deletion, and ensure cache invalidation updates individual/team/revenue capacity consistently.
Harden holiday duplicate handling (422), support PTO-day availability overrides without disabling edits, and align tests plus OpenSpec artifacts with the new behavior.
- Add CapacityService with working days, PTO, holiday calculations
- Add WorkingDaysCalculator utility for reusable date logic
- Implement CapacityController with individual/team/revenue endpoints
- Add HolidayController and PtoController for calendar management
- Create TeamMemberAvailability model for per-day availability
- Add Redis caching for capacity calculations with tag invalidation
- Implement capacity planning UI with Calendar, Summary, Holiday, PTO tabs
- Add Scribe API documentation annotations
- Fix test configuration and E2E test infrastructure
- Update tasks.md with completion status
Backend Tests: 63 passed
Frontend Unit: 32 passed
E2E Tests: 134 passed, 20 fixme (capacity UI rendering)
API Docs: Generated successfully
- Implement ProjectController with CRUD, status transitions, estimate/forecast
- Add ProjectService with state machine validation
- Extract ProjectStatusService for reusable state machine logic
- Add ProjectPolicy for role-based authorization
- Create ProjectSeeder with test data
- Implement frontend project management UI with modal forms
- Add projectService API client
- Complete all 9 incomplete unit tests (ProjectModelTest, ProjectForecastTest, ProjectPolicyTest)
- Fix E2E test timing issues with loading state waits
- Add Scribe API documentation annotations
- Improve forecasted effort validation messages with detailed feedback
Test Results:
- Backend: 49 passed (182 assertions)
- Frontend Unit: 32 passed
- E2E: 134 passed (Chromium + Firefox)
Phase 3 Refactor:
- Extract ProjectStatusService for state machine
- Optimize project list query with status joins
- Improve forecasted effort validation messages
Phase 4 Document:
- Add Scribe annotations to ProjectController
- Generate API documentation
