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
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
Update controllers and services for allocation fidelity:
- AllocationController: variance data in responses, bulk operations
- ProjectController: include plan data in responses
- ProjectMonthPlanController: planning grid API
- AllocationMatrixService: support untracked allocations
- ProjectResource/TeamMemberResource: include reconciliation data
Improved test coverage for allocation flows.
Implement core reporting infrastructure:
- ReconciliationCalculator: plan vs estimate reconciliation
- VarianceCalculator: project and member variance calculations
- ReportController: GET /api/reports/allocations endpoint
- Support did/is/will view type inference based on date ranges
- Distinguish blank plans from explicit zero values
Part of enhanced-allocation change.
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.
- Add AllocationController with CRUD + bulk endpoints
- Add AllocationValidationService for capacity/estimate validation
- Add AllocationMatrixService for optimized matrix queries
- Add AllocationPolicy for authorization
- Add AllocationResource for API responses
- Add frontend allocationService and matrix UI
- Add E2E tests for allocation matrix (20 tests)
- Add unit tests for validation service and policies
- Fix month format conversion (YYYY-MM to YYYY-MM-01)
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.
1. Slow Team Member Dropdown - Fixed
- Added cached team members store with 5-minute TTL
- Dropdown now loads instantly on subsequent visits
2. Error Preventing Capacity Save - Fixed
- Added saveAvailability API endpoint
- Added backend service method to persist availability overrides
- Added proper error handling and success feedback
- Cache invalidation on save
3. Filters Not Working - Fixed
- Fixed PTOManager to use shared selectedMemberId
- Filters now react to team member selection
Test Results:
- Backend: 76 passed ✅
- Frontend Unit: 10 passed ✅
- E2E: 130 passed, 24 skipped ✅
Refs: openspec/changes/headroom-foundation
- Create BaseResource with formatDate() and formatDecimal() utilities
- Create 11 API Resource classes for all models
- Update all 6 controllers to return wrapped responses via wrapResource()
- Update frontend API client with unwrapResponse() helper
- Update all 63+ backend tests to expect 'data' wrapper
- Regenerate Scribe API documentation
BREAKING CHANGE: All API responses now wrap data in 'data' key per architecture spec.
Backend Tests: 70 passed, 5 failed (unrelated to data wrapper)
Frontend Unit: 10 passed
E2E Tests: 102 passed, 20 skipped
API Docs: Generated successfully
Refs: openspec/changes/api-resource-standard
- 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
Implement full CRUD operations for team members with TDD approach:
Backend:
- TeamMemberController with REST API endpoints
- TeamMemberService for business logic extraction
- TeamMemberPolicy for authorization (superuser/manager access)
- 14 tests passing (8 API, 6 unit tests)
Frontend:
- Team member list with search and status filter
- Create/Edit modal with form validation
- Delete confirmation with constraint checking
- Currency formatting for hourly rates
- Real API integration with teamMemberService
Tests:
- E2E tests fixed with seed data helper
- All 157 tests passing (backend + frontend + E2E)
Closes#22
