Files
headroom/backend/app/Http/Controllers/Api/AllocationController.php
Santhosh Janardhanan 9b0f42fdf5 feat(backend): enhance allocation and project management
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.
2026-03-08 18:22:53 -04:00

409 lines
14 KiB
PHP

<?php
namespace App\Http\Controllers\Api;
use App\Http\Controllers\Controller;
use App\Http\Resources\AllocationResource;
use App\Models\Allocation;
use App\Services\AllocationMatrixService;
use App\Services\AllocationValidationService;
use App\Services\CapacityService;
use App\Services\VarianceCalculator;
use Illuminate\Http\JsonResponse;
use Illuminate\Http\Request;
use Illuminate\Support\Facades\Validator;
/**
* @group Resource Allocation
*
* Endpoints for managing resource allocations.
*/
class AllocationController extends Controller
{
protected AllocationValidationService $validationService;
public function __construct(
AllocationValidationService $validationService,
protected VarianceCalculator $varianceCalculator,
protected CapacityService $capacityService,
protected AllocationMatrixService $allocationMatrixService
) {
$this->validationService = $validationService;
}
/**
* List allocations / Get allocation matrix
*
* Get all allocations, optionally filtered by month.
*
* @authenticated
*
* @queryParam month string Filter by month (YYYY-MM format). Example: 2026-02
*
* @response 200 {
* "data": [
* {
* "id": "550e8400-e29b-41d4-a716-446655440000",
* "project_id": "550e8400-e29b-41d4-a716-446655440001",
* "team_member_id": "550e8400-e29b-41d4-a716-446655440002",
* "month": "2026-02",
* "allocated_hours": 40.00,
* "is_untracked": false,
* "row_variance": { "allocated_total": 80, "planned_month": 100, "variance": -20, "status": "UNDER" },
* "column_variance": { "allocated": 80, "capacity": 160, "variance": -80, "status": "UNDER" }
* }
* ]
* }
*/
public function index(Request $request): JsonResponse
{
$month = $request->query('month');
$query = Allocation::with(['project', 'teamMember']);
if ($month) {
// Convert YYYY-MM to YYYY-MM-01 for date comparison
$monthDate = $month.'-01';
$query->where('month', $monthDate);
}
$allocations = $query->get();
// Compute variance indicators for each allocation if month is specified
if ($month) {
$allocations->each(function ($allocation) use ($month) {
// Add untracked flag
$allocation->is_untracked = $allocation->team_member_id === null;
// Add row variance (project level)
$rowVariance = $this->varianceCalculator->calculateRowVariance(
$allocation->project_id,
$month
);
$allocation->row_variance = $rowVariance;
// Add column variance only for tracked allocations
if ($allocation->team_member_id !== null) {
$columnVariance = $this->varianceCalculator->calculateColumnVariance(
$allocation->team_member_id,
$month,
$this->capacityService
);
$allocation->column_variance = $columnVariance;
} else {
$allocation->column_variance = null;
}
});
}
return $this->wrapResource(AllocationResource::collection($allocations));
}
/**
* Create a new allocation
*
* Allocate hours for a team member to a project for a specific month.
*
* @authenticated
*
* @bodyParam project_id string required Project UUID. Example: 550e8400-e29b-41d4-a716-446655440001
* @bodyParam team_member_id string optional Team member UUID (null for untracked). Example: 550e8400-e29b-41d4-a716-446655440002
* @bodyParam month string required Month (YYYY-MM format). Example: 2026-02
* @bodyParam allocated_hours numeric required Hours to allocate (must be >= 0). Example: 40
*
* @response 201 {
* "data": {
* "id": "550e8400-e29b-41d4-a716-446655440000",
* "project_id": "550e8400-e29b-41d4-a716-446655440001",
* "team_member_id": "550e8400-e29b-41d4-a716-446655440002",
* "month": "2026-02",
* "allocated_hours": 40.00
* }
* }
* @response 422 {"message":"Validation failed","errors":{"allocated_hours":["Allocated hours must be greater than or equal to 0"]}}
*/
public function store(Request $request): JsonResponse
{
$validator = Validator::make($request->all(), [
'project_id' => 'required|uuid|exists:projects,id',
'team_member_id' => 'nullable|uuid|exists:team_members,id',
'month' => 'required|date_format:Y-m',
'allocated_hours' => 'required|numeric|min:0',
]);
if ($validator->fails()) {
return response()->json([
'message' => 'Validation failed',
'errors' => $validator->errors(),
], 422);
}
// Validate against capacity and approved estimate (skip for untracked)
$teamMemberId = $request->input('team_member_id');
$capacityValidation = ['valid' => true, 'warning' => null, 'utilization' => 0];
if ($teamMemberId) {
$capacityValidation = $this->validationService->validateCapacity(
$teamMemberId,
$request->input('month'),
(float) $request->input('allocated_hours')
);
}
$estimateValidation = $this->validationService->validateApprovedEstimate(
$request->input('project_id'),
$request->input('month'),
(float) $request->input('allocated_hours')
);
// Convert YYYY-MM to YYYY-MM-01 for database storage
$data = $request->all();
$data['month'] = $data['month'].'-01';
$allocation = Allocation::create($data);
$allocation->load(['project', 'teamMember']);
$response = new AllocationResource($allocation);
$responseData = $response->toArray($request);
// Add variance data
$month = $request->input('month');
$responseData['is_untracked'] = $teamMemberId === null;
// Row variance (project level)
$rowVariance = $this->varianceCalculator->calculateRowVariance(
$allocation->project_id,
$month
);
$responseData['row_variance'] = $rowVariance;
// Column variance (member level) - only for tracked allocations
if ($teamMemberId) {
$columnVariance = $this->varianceCalculator->calculateColumnVariance(
$teamMemberId,
$month,
$this->capacityService
);
$responseData['column_variance'] = $columnVariance;
$responseData['utilization'] = $capacityValidation['utilization'];
} else {
$responseData['column_variance'] = null;
}
// Add validation warnings/info to response
$responseData['warnings'] = [];
if ($capacityValidation['warning']) {
$responseData['warnings'][] = $capacityValidation['warning'];
}
if ($estimateValidation['message']) {
$responseData['warnings'][] = $estimateValidation['message'];
}
return response()->json(['data' => $responseData], 201);
}
/**
* Get a single allocation
*
* Get details of a specific allocation by ID.
*
* @authenticated
*
* @urlParam id string required Allocation UUID. Example: 550e8400-e29b-41d4-a716-446655440000
*
* @response 200 {
* "data": {
* "id": "550e8400-e29b-41d4-a716-446655440000",
* "project_id": "550e8400-e29b-41d4-a716-446655440001",
* "team_member_id": "550e8400-e29b-41d4-a716-446655440002",
* "month": "2026-02",
* "allocated_hours": 40.00
* }
* }
* @response 404 {"message": "Allocation not found"}
*/
public function show(string $id): JsonResponse
{
$allocation = Allocation::with(['project', 'teamMember'])->find($id);
if (! $allocation) {
return response()->json([
'message' => 'Allocation not found',
], 404);
}
return $this->wrapResource(new AllocationResource($allocation));
}
/**
* Update an allocation
*
* Update an existing allocation's hours.
*
* @authenticated
*
* @urlParam id string required Allocation UUID. Example: 550e8400-e29b-41d4-a716-446655440000
*
* @bodyParam allocated_hours numeric required Hours to allocate (must be >= 0). Example: 60
*
* @response 200 {
* "data": {
* "id": "550e8400-e29b-41d4-a716-446655440000",
* "project_id": "550e8400-e29b-41d4-a716-446655440001",
* "team_member_id": "550e8400-e29b-41d4-a716-446655440002",
* "month": "2026-02",
* "allocated_hours": 60.00
* }
* }
* @response 404 {"message": "Allocation not found"}
* @response 422 {"message":"Validation failed","errors":{"allocated_hours":["Allocated hours must be greater than or equal to 0"]}}
*/
public function update(Request $request, string $id): JsonResponse
{
$allocation = Allocation::find($id);
if (! $allocation) {
return response()->json([
'message' => 'Allocation not found',
], 404);
}
$validator = Validator::make($request->all(), [
'allocated_hours' => 'required|numeric|min:0',
]);
if ($validator->fails()) {
return response()->json([
'message' => 'Validation failed',
'errors' => $validator->errors(),
], 422);
}
$allocation->update($request->all());
$allocation->load(['project', 'teamMember']);
return $this->wrapResource(new AllocationResource($allocation));
}
/**
* Delete an allocation
*
* Remove an allocation.
*
* @authenticated
*
* @urlParam id string required Allocation UUID. Example: 550e8400-e29b-41d4-a716-446655440000
*
* @response 200 {"message": "Allocation deleted successfully"}
* @response 404 {"message": "Allocation not found"}
*/
public function destroy(string $id): JsonResponse
{
$allocation = Allocation::find($id);
if (! $allocation) {
return response()->json([
'message' => 'Allocation not found',
], 404);
}
$allocation->delete();
return response()->json([
'message' => 'Allocation deleted successfully',
]);
}
/**
* Bulk create allocations
*
* Create multiple allocations in a single request.
* Supports partial success - valid items are created, invalid items are reported.
*
* @authenticated
*
* @bodyParam allocations array required Array of allocations. Example: [{"project_id": "...", "team_member_id": "...", "month": "2026-02", "allocated_hours": 40}]
*
* @response 201 {
* "data": [
* { "index": 0, "id": "...", "status": "created" }
* ],
* "failed": [
* { "index": 1, "errors": { "allocated_hours": ["..."] } }
* ],
* "summary": { "created": 1, "failed": 1 }
* }
*/
public function bulkStore(Request $request): JsonResponse
{
// Basic validation only - individual item validation happens in the loop
// This allows partial success even if some items have invalid data
$validator = Validator::make($request->all(), [
'allocations' => 'required|array|min:1',
'allocations.*.project_id' => 'required',
'allocations.*.month' => 'required',
'allocations.*.allocated_hours' => 'required|numeric',
]);
if ($validator->fails()) {
return response()->json([
'message' => 'Validation failed',
'errors' => $validator->errors(),
], 422);
}
$data = [];
$failed = [];
$created = 0;
$failedCount = 0;
foreach ($request->input('allocations') as $index => $allocationData) {
// Convert YYYY-MM to YYYY-MM-01 for database storage
$allocationData['month'] = $allocationData['month'].'-01';
// Validate each item individually (for partial bulk success)
$itemValidator = Validator::make($allocationData, [
'project_id' => 'required|uuid|exists:projects,id',
'team_member_id' => 'nullable|uuid|exists:team_members,id',
'month' => 'required|date',
'allocated_hours' => 'required|numeric|min:0',
]);
if ($itemValidator->fails()) {
$failed[] = [
'index' => $index,
'errors' => $itemValidator->errors()->toArray(),
];
$failedCount++;
continue;
}
try {
$allocation = Allocation::create($allocationData);
$data[] = [
'index' => $index,
'id' => $allocation->id,
'status' => 'created',
];
$created++;
} catch (\Exception $e) {
$failed[] = [
'index' => $index,
'errors' => ['allocation' => ['Failed to create allocation: '.$e->getMessage()]],
];
$failedCount++;
}
}
return response()->json([
'data' => $data,
'failed' => $failed,
'summary' => [
'created' => $created,
'failed' => $failedCount,
],
], 201);
}
}