Files
headroom/openspec/specs/allocation-indicators/spec.md
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

2.1 KiB

Purpose

TBD

Requirements

Requirement: Use minimal status palette

The system SHALL use a minimal indicator palette:

  • OVER -> red
  • UNDER -> amber
  • MATCH/SETTLED -> neutral

Scenario: Match is neutral

  • GIVEN row variance equals 0
  • WHEN rendering status
  • THEN status uses neutral styling
  • AND no additional success color emphasis is required

Requirement: Place indicators at summary edges

The system SHALL prioritize indicator display on row/column summary edges.

Scenario: Row-level over-allocation indicator

  • GIVEN project row total exceeds selected month plan
  • WHEN allocation grid renders
  • THEN project row summary status shows OVER in red

Scenario: Column-level over-capacity indicator

  • GIVEN member column total exceeds member month capacity
  • WHEN allocation grid renders
  • THEN member column summary status shows OVER in red

Scenario: Under-allocation indicator

  • GIVEN row or column total is below comparison target
  • WHEN grid renders
  • THEN summary status shows UNDER in amber

Requirement: Keep indicators explainable

The system SHALL provide text status labels with numeric deltas for accessibility and clarity.

Scenario: Color is not sole signal

  • WHEN status is rendered
  • THEN UI includes text label (OVER/UNDER) and delta value

Requirement: Distinguish project and resource variance semantics

Project variance and resource variance SHALL remain separate.

Scenario: Project over, resource under

  • GIVEN a project row is OVER
  • AND a member column is UNDER
  • WHEN indicators render
  • THEN each axis displays its own status independently

Requirement: Allocation indicator source

Indicator semantics in execution surface SHALL compare:

  • project row totals vs selected month planned hours
  • member column totals vs selected month capacity

Requirement: Color usage policy

The system SHALL use minimal red/amber/neutral policy with status emphasis on summary edges (not broad RED/YELLOW/GREEN/GRAY usage in many cells).