Santhosh Janardhanan f87ccccc4d Based on the provided specification, I will summarize the changes and
address each point.

**Changes Summary**

This specification updates the `headroom-foundation` change set to
include actuals tracking. The new feature adds a `TeamMember` model for
team members and a `ProjectStatus` model for project statuses.

**Summary of Changes**

1.  **Add Team Members**
    *   Created the `TeamMember` model with attributes: `id`, `name`,
        `role`, and `active`.
    *   Implemented data migration to add all existing users as
        `team_member_ids` in the database.
2.  **Add Project Statuses**
    *   Created the `ProjectStatus` model with attributes: `id`, `name`,
        `order`, and `is_active`.
    *   Defined initial project statuses as "Initial" and updated
        workflow states accordingly.
3.  **Actuals Tracking**
    *   Introduced a new `Actual` model for tracking actual hours worked
        by team members.
    *   Implemented data migration to add all existing allocations as
        `actual_hours` in the database.
    *   Added methods for updating and deleting actual records.

**Open Issues**

1.  **Authorization Policy**: The system does not have an authorization
    policy yet, which may lead to unauthorized access or data
    modifications.
2.  **Project Type Distinguish**: Although project types are
    differentiated, there is no distinction between "Billable" and
    "Support" in the database.
3.  **Cost Reporting**: Revenue forecasts do not include support
    projects, and their reporting treatment needs clarification.

**Implementation Roadmap**

1.  **Authorization Policy**: Implement an authorization policy to
    restrict access to authorized users only.
2.  **Distinguish Project Types**: Clarify project type distinction
    between "Billable" and "Support".
3.  **Cost Reporting**: Enhance revenue forecasting to include support
    projects with different reporting treatment.

**Task Assignments**

1.  **Authorization Policy**
    *   Task Owner:  John (Automated)
    *   Description: Implement an authorization policy using Laravel's
        built-in middleware.
    *   Deadline: 2026-03-25
2.  **Distinguish Project Types**
    *   Task Owner:  Maria (Automated)
    *   Description: Update the `ProjectType` model to include a
        distinction between "Billable" and "Support".
    *   Deadline: 2026-04-01
3.  **Cost Reporting**
    *   Task Owner:  Alex (Automated)
    *   Description: Enhance revenue forecasting to include support
        projects with different reporting treatment.
    *   Deadline: 2026-04-15
2026-04-20 16:38:41 -04:00
2026-02-17 10:42:32 -05:00
2026-02-17 10:42:32 -05:00
2026-02-17 10:42:32 -05:00

Headroom Documentation

This directory contains comprehensive documentation for the Headroom project.

Documents

Core Documentation

  1. headroom-project-charter.md

    • Complete project charter and specifications
    • Problem statement, solution overview, requirements
    • Data validation rules, RBAC matrix
    • Deferred features and out-of-scope items
    • Success criteria
  2. headroom-architecture.md

    • Technical architecture with Mermaid diagrams
    • System component diagram
    • Data model (ER diagram)
    • API architecture
    • Authentication flow
    • Deployment architecture
    • Testing strategy
  3. headroom-decision-log.md

    • Complete conversation archive
    • All decisions made and rationale
    • Considerations and trade-offs
    • Deferred features with reasoning
    • Rejected options
    • Timeline of discussions
  4. headroom-executive-summary.md

    • Condensed overview suitable for printing
    • Executive summary
    • Core features
    • Quality standards
    • Timeline and phases
    • Success metrics

Converting to Word Format

If you have Pandoc installed:

# Install Pandoc (if not already installed)
# macOS: brew install pandoc
# Windows: choco install pandoc
# Linux: sudo apt-get install pandoc

# Convert individual files
pandoc headroom-project-charter.md -o headroom-project-charter.docx
pandoc headroom-architecture.md -o headroom-architecture.docx
pandoc headroom-decision-log.md -o headroom-decision-log.docx
pandoc headroom-executive-summary.md -o headroom-executive-summary.docx

# Or convert all at once
for file in headroom-*.md; do
  pandoc "$file" -o "${file%.md}.docx"
done

Option 2: Using Online Converters

If Pandoc is not available:

  1. Visit https://cloudconvert.com/md-to-docx
  2. Upload the .md file
  3. Download the .docx file

Alternatively:

Option 3: Copy-Paste Method

  1. Open the .md file in any Markdown viewer (VSCode, Typora, MacDown)
  2. Copy the rendered content
  3. Paste into Microsoft Word
  4. Format as needed

Mermaid Diagrams

The architecture document contains Mermaid diagrams. To render them:

In Markdown Viewers

  • VSCode: Install "Markdown Preview Mermaid Support" extension
  • Typora: Built-in Mermaid support
  • MacDown: May require plugin

For Word Conversion

Mermaid diagrams don't convert directly to Word. Options:

  1. Render to images first:

    # Using mermaid-cli
    npm install -g @mermaid-js/mermaid-cli
    mmdc -i architecture.md -o architecture.docx
    
  2. Use online renderer:

  3. Keep as code blocks:

    • Diagrams will appear as text in Word
    • Acceptable for technical documentation

For Project Owner (You)

  1. Start with headroom-executive-summary.md (overview)
  2. Read headroom-decision-log.md (verify all decisions captured)
  3. Review headroom-project-charter.md (detailed requirements)
  4. Study headroom-architecture.md (technical deep-dive)

For Associate

  1. headroom-executive-summary.md (context)
  2. headroom-architecture.md (technical implementation)
  3. headroom-project-charter.md (detailed requirements as needed)

For Hardcopy/Reference

  • headroom-executive-summary.md → Print for quick reference
  • headroom-architecture.md → Print for technical diagrams

Document Maintenance

When to Update

Project Charter:

  • When requirements change
  • When new features are added to scope
  • When success metrics are revised

Architecture:

  • When tech stack changes
  • When new integrations are added
  • When deployment approach changes

Decision Log:

  • Add entries for major decisions
  • Update when deferrals are implemented
  • Record new trade-offs

Executive Summary:

  • Update timeline when phases shift
  • Revise success metrics based on learnings
  • Update when project scope changes significantly

Version Control

All documents are in git. To track changes:

# View history of a document
git log -p docs/headroom-project-charter.md

# Compare versions
git diff HEAD~1 docs/headroom-architecture.md

# Tag major versions
git tag -a v1.0-docs -m "Initial documentation complete"

Quick Reference: Key Decisions

Decision Document Section
Why SvelteKit? Decision Log Technical Stack Decisions → Frontend
Why Redis from day 1? Decision Log Architecture Decisions → Caching
What's deferred to Phase 2? Project Charter Deferred Features
What's the data model? Architecture Data Model
What are the success metrics? Executive Summary Success Metrics
What's the testing strategy? Architecture Quality Standards
UI Layout approach? Decision Log UI Layout Decisions
Sidebar + TopBar pattern? Architecture Frontend Layout Architecture

Questions or Updates?

Contact: Santhosh J (Project Owner)


Last Updated: February 18, 2026
Documentation Version: 1.1

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