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headroom/openspec/changes/headroom-foundation/specs/actuals-tracking/spec.md

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ADDED Requirements

Requirement: Log hours worked

The system SHALL allow team members to log actual hours worked per project per month.

Scenario: Log hours for current month

  • WHEN a team member logs 35 hours worked on "Project X" for February 2026
  • THEN the system creates an actuals record
  • AND the system associates the hours with the team member, project, and month

Scenario: Cannot log negative hours

  • WHEN attempting to log -5 hours
  • THEN the system rejects the request with validation error "Hours logged must be greater than or equal to 0"

Scenario: Cannot log hours for future months

  • WHEN attempting to log hours for a month that hasn't started yet
  • THEN the system rejects the request with validation error "Cannot log hours for future months"

Requirement: Update logged hours

The system SHALL allow team members to update previously logged hours for the current month.

Scenario: Incremental weekly updates

  • WHEN a team member logs 10 hours in week 1 of February
  • AND logs an additional 8 hours in week 2 of February
  • AND the system updates the total to 18 hours for February
  • THEN the system accumulates the hours for the monthly aggregate

Scenario: Replace monthly total

  • WHEN a team member updates February actuals from 35 hours to 40 hours
  • THEN the system replaces the previous value with the new total

Requirement: View actuals summary

The system SHALL display actual hours worked in a summary view similar to allocation matrix.

Scenario: View monthly actuals matrix

  • WHEN a manager views actuals for February 2026
  • THEN the system displays projects as rows and team members as columns
  • AND each cell shows actual hours logged for that project-person combination

Scenario: Show actuals vs allocations

  • WHEN viewing the actuals summary
  • THEN the system displays allocated hours and actual hours side by side
  • AND the system highlights variances (over or under)

Requirement: Cannot log hours to inactive projects

The system SHALL prevent logging hours to projects in "Done" or "Cancelled" status (configurable).

Scenario: Attempt to log hours to done project

  • WHEN attempting to log hours for a project with status "Done"
  • AND the system configuration prevents logging to completed projects
  • THEN the system rejects the request with error "Cannot log hours to completed projects"

Scenario: Allow logging to done project if configured

  • WHEN the system is configured to allow logging to completed projects
  • AND a team member logs hours to a "Done" project
  • THEN the system accepts the hours (for edge cases where work continues after project closure)

Requirement: Actuals data entry is manual

The system SHALL support manual entry of actual hours without integration to time-tracking tools (MVP).

Scenario: Manual monthly entry

  • WHEN a team member enters actual hours worked via the web interface
  • THEN the system accepts the input without requiring integration with external time-tracking systems

Scenario: No automated time import

  • WHEN viewing actuals entry interface
  • THEN the system does not provide options to import from Jira, Harvest, Toggl, or other time-tracking tools (deferred to Phase 2)

Requirement: Track actuals notes

The system SHALL allow optional notes when logging hours.

Scenario: Log hours with notes

  • WHEN a team member logs 40 hours with notes "Focused on API development and bug fixes"
  • THEN the system stores the notes alongside the hours logged

Scenario: Update notes

  • WHEN a team member updates the notes for a logged actuals record
  • THEN the system updates the notes field without affecting the hours value