Santhosh Janardhanan
3324c4f156
- Add AllocationController with CRUD + bulk endpoints - Add AllocationValidationService for capacity/estimate validation - Add AllocationMatrixService for optimized matrix queries - Add AllocationPolicy for authorization - Add AllocationResource for API responses - Add frontend allocationService and matrix UI - Add E2E tests for allocation matrix (20 tests) - Add unit tests for validation service and policies - Fix month format conversion (YYYY-MM to YYYY-MM-01)
33 lines
2.4 KiB
Markdown
33 lines
2.4 KiB
Markdown
## Why
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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.
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## What Changes
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- Add an **Expert Mode toggle** to the Capacity Planning page (right-aligned on the tabs row), persisted in `localStorage`.
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- 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.
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- Each cell accepts exactly one of: `H`, `O`, `0`, `.5`, `0.5`, `1` — any other value is invalid (red on blur, submit disabled globally).
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- `H` and `O` are interchangeable display tokens that both normalize to `0` for math; the frontend always preserves and displays the typed token.
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- Typing `0` on a weekend column auto-renders as `O`; typing `0` on a holiday column auto-renders as `H`.
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- Live KPI bar above the grid shows **Capacity (person-days)** and **Projected Revenue** updating as cells change.
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- Batch save: a single **Submit** button commits all pending changes; disabled while any invalid cell exists.
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- Backend gains a new **batch availability endpoint** to accept multiple `{team_member_id, date, availability}` entries in one request.
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## Capabilities
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### New Capabilities
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- `capacity-expert-mode`: Spreadsheet-style planning grid for bulk team availability editing with token-based input, live KPI bar, and batch save.
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### Modified Capabilities
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- `capacity-planning`: Existing per-member calendar and summary remain unchanged; Expert Mode is purely additive. No requirement changes to existing scenarios.
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## Impact
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- **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.
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- **Backend**: New `POST /api/capacity/availability/batch` endpoint in `CapacityController`; `CapacityService` gains `batchUpsertAvailability()` with consolidated cache invalidation.
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- **No schema changes**: `team_member_daily_availabilities` table is unchanged; values stored remain `0`, `0.5`, `1`.
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- **No breaking changes**: Existing calendar mode, summary, holidays, and PTO tabs are unaffected.
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- **Tests**: New unit tests for token normalization/validation; new feature test for batch endpoint; new component tests for grid and toggle.
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