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.
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)
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
