Commit Graph

6 Commits

Author SHA1 Message Date
f87ccccc4d 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
2026-04-20 16:38:41 -04:00
b8262bbcaf docs(openspec): archive completed changes and sync main specs
Archive three completed changes to archive/:
- api-resource-standard (70 tasks, 14 resource classes)
- capacity-expert-mode (68 tasks, expert mode planning grid)
- enhanced-allocation (62 tasks, planning fidelity + reporting)

Sync all delta specs to main specs/:
- api-resource-standard: API response standardization
- capacity-expert-mode: Expert mode toggle, grid, KPIs, batch API
- resource-allocation: Month execution comparison, bulk, untracked
- untracked-allocation: Null team member support
- allocation-indicators: Variance indicators (red/amber/neutral)
- monthly-budget: Explicit project-month planning

All changes verified and tested (157 tests passing).
2026-03-08 19:13:28 -04:00
249e0ade8e Refactoring, regression testing until Phase 1 end. 2026-02-18 20:48:25 -05:00
8e7bfbe517 feat(ui): Create content pattern components - DataTable, FilterBar, EmptyState, LoadingState
- Add LoadingState with table, card, list, and text skeleton patterns
- Add EmptyState with customizable icon, title, description, and action slot
- Add FilterBar with search input, clear button, and custom filter slot
- Add DataTable with TanStack Table integration, sorting, and row click
- Create barrel export index.ts for common components
- Install tanstack-table-8-svelte-5 for Svelte 5 compatibility
- Sync auth spec with authenticated user redirect requirements
- Archive p03-dashboard-enhancement

Refs: openspec/changes/p04-content-patterns
Closes: p04-content-patterns
2026-02-18 18:40:47 -05:00
493cb78173 feat(layout): finalize p01 and p02 changes
Complete UI foundation and app layout implementation, stabilize container health checks, and archive both OpenSpec changes after verification.
2026-02-18 16:12:11 -05:00
cdfb15bbfd docs(api): generate auth docs and archive p00 change 2026-02-18 14:26:51 -05:00