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

66 lines
2.1 KiB
Markdown

# 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).