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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

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Project-Month Plan Specification

Overview

This capability defines explicit manager-entered monthly planning per project. It replaces derived monthly budget assumptions and becomes the planning source of truth for allocation variance.

ADDED Requirements

Requirement: Manager enters explicit monthly plan per project

The system SHALL allow managers to set planned hours for each project-month cell.

Scenario: Set monthly plan across multiple months

GIVEN project PROJ-001 has approved_estimate = 3000
WHEN manager sets Jan=1200, Feb=1400, Mar=400
THEN the system stores those exact values
AND no derived monthly average is applied

Scenario: Edit monthly plan cell inline

GIVEN a month-plan grid cell contains 1200
WHEN manager edits the cell to 1100 and commits
THEN the system persists 1100
AND reconciliation status recalculates immediately

Requirement: Reconcile month-plan sum against lifecycle approved estimate

The system SHALL compute reconciliation status per project based on: sum(non-null monthly planned hours) vs approved_estimate.

Scenario: OVER reconciliation

GIVEN approved_estimate = 3000
AND month-plan sum is 3200
THEN status is OVER

Scenario: UNDER reconciliation

GIVEN approved_estimate = 3000
AND month-plan sum is 2800
THEN status is UNDER

Scenario: MATCH reconciliation

GIVEN approved_estimate = 3000
AND month-plan sum is 3000
THEN status is MATCH

Requirement: Preserve blank month semantics

The planning grid SHALL keep unset months visually blank and semantically distinct from explicit zero.

Scenario: Blank remains blank

GIVEN no plan exists for April
WHEN manager views planning grid
THEN April cell is blank (no 0 shown)

Scenario: Clear cell sets blank semantics

GIVEN a month cell has planned value
WHEN manager clears the cell and commits
THEN the month is stored as blank/unset semantics
AND planning UI displays blank

Requirement: Allocation variance uses blank plan as zero

For allocation variance computation only, missing month plan SHALL be treated as planned 0.

Scenario: Allocate against blank plan month

GIVEN no plan is set for selected month
AND project allocations total 40h
WHEN variance is computed
THEN planned value used is 0
AND row variance is +40
AND allocation operation remains allowed

Requirement: Grid-first planning interaction

Project-month planning SHALL be managed in a grid-first interface.

Scenario: Keyboard-first editing

WHEN manager navigates month-plan grid with keyboard
THEN inline cell editing and commit are supported
AND modal interaction is not required for normal edits

MODIFIED Requirements

Requirement: Monthly budget derivation

Original behavior (rejected): monthly budget derived from approved_estimate / 12.

Updated behavior: monthly plan values are explicit manager-entered project-month values; no derivation formula is used for planning behavior.

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