headroom/openspec/changes/archive/2026-03-08-capacity-expert-mode/proposal.md at 22a290ab8986730f530cc33115c8d48b311de765

Files

Santhosh Janardhanan 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

2.4 KiB

Raw Blame History

Why

Capacity planning today requires switching between team members one at a time in a calendar card view — too slow for a daily standup. Managers need a spreadsheet-style grid where the entire team's availability for the month is visible and editable at a glance, in under a minute.

What Changes

Add an Expert Mode toggle to the Capacity Planning page (right-aligned on the tabs row), persisted in localStorage.
When Expert Mode is ON, replace the per-member calendar card view with a dense planning grid: team members as rows, days-of-month as columns.
Each cell accepts exactly one of: H, O, 0, .5, 0.5, 1 — any other value is invalid (red on blur, submit disabled globally).
H and O are interchangeable display tokens that both normalize to 0 for math; the frontend always preserves and displays the typed token.
Typing 0 on a weekend column auto-renders as O; typing 0 on a holiday column auto-renders as H.
Live KPI bar above the grid shows Capacity (person-days) and Projected Revenue updating as cells change.
Batch save: a single Submit button commits all pending changes; disabled while any invalid cell exists.
Backend gains a new batch availability endpoint to accept multiple {team_member_id, date, availability} entries in one request.

Capabilities

New Capabilities

capacity-expert-mode: Spreadsheet-style planning grid for bulk team availability editing with token-based input, live KPI bar, and batch save.

Modified Capabilities

capacity-planning: Existing per-member calendar and summary remain unchanged; Expert Mode is purely additive. No requirement changes to existing scenarios.

Impact

Frontend: New CapacityExpertGrid component; capacity/+page.svelte gains mode toggle + localStorage persistence; capacity.ts API client gains batch update function; new expertModeStore or localStorage util.
Backend: New POST /api/capacity/availability/batch endpoint in CapacityController; CapacityService gains batchUpsertAvailability() with consolidated cache invalidation.
No schema changes: team_member_daily_availabilities table is unchanged; values stored remain 0, 0.5, 1.
No breaking changes: Existing calendar mode, summary, holidays, and PTO tabs are unaffected.
Tests: New unit tests for token normalization/validation; new feature test for batch endpoint; new component tests for grid and toggle.

2.4 KiB Raw Blame History

Why