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headroom/openspec/changes/headroom-foundation/specs/allocation-reporting/spec.md

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## ADDED Requirements
### Requirement: Generate allocation report
The system SHALL generate monthly allocation reports showing who is allocated to what projects.
#### Scenario: View allocation report for month
- **WHEN** viewing allocation report for February 2026
- **THEN** the system displays allocation matrix with projects as rows
- **AND** team members as columns
- **AND** each cell shows allocated hours
#### Scenario: Allocation report with totals
- **WHEN** viewing allocation report
- **THEN** the system displays row totals (total hours per project)
- **AND** displays column totals (total hours per team member)
- **AND** displays grand total (all allocated hours for the month)
### Requirement: Show utilization percentages in allocation report
The system SHALL display utilization percentages alongside allocated hours.
#### Scenario: Display team member utilization
- **WHEN** viewing allocation report
- **THEN** for each team member column, the system displays:
- Capacity (e.g., "160h")
- Allocated hours (e.g., "140h")
- Utilization percentage (e.g., "87.5%")
#### Scenario: Display project allocation percentage
- **WHEN** viewing allocation report
- **THEN** for each project row, the system displays:
- Approved estimate (e.g., "120h")
- Allocated hours (e.g., "100h")
- Allocation percentage (e.g., "83.3%")
- Status indicator (GREEN/YELLOW/RED)
### Requirement: Filter allocation report by team
The system SHALL allow filtering allocation reports by team, role, or team member.
#### Scenario: Filter by team member
- **WHEN** filtering allocation report to show "John Doe" only
- **THEN** the system displays all projects where John has allocations
- **AND** hides other team members' columns
#### Scenario: Filter by role
- **WHEN** filtering to show "Backend Developer" role
- **THEN** the system displays only team members with that role in the matrix
### Requirement: Filter allocation report by project
The system SHALL allow filtering allocation reports by project, status, or type.
#### Scenario: Filter by project status
- **WHEN** filtering to show only "In-Progress" projects
- **THEN** the system displays only projects with that status
### Requirement: Multi-month allocation view
The system SHALL allow viewing allocations across multiple months.
#### Scenario: View quarter allocation
- **WHEN** viewing allocation report for Q1 2026 (Jan-Mar)
- **THEN** the system displays a matrix showing each month as a separate column group
- **AND** shows how allocations change month-to-month for each person
### Requirement: Highlight allocation changes
The system SHALL highlight recent allocation changes for visibility.
#### Scenario: Show new allocations
- **WHEN** viewing allocation report
- **AND** an allocation was created in the last 7 days
- **THEN** the system highlights the cell with a "NEW" badge or distinct color
#### Scenario: Show modified allocations
- **WHEN** an allocation was updated in the last 7 days
- **THEN** the system shows a "UPDATED" indicator
- **AND** optionally shows previous value on hover