Santhosh Janardhanan
f87ccccc4d
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
64 lines
1.7 KiB
PHP
64 lines
1.7 KiB
PHP
<?php
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namespace App\Services;
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use App\Models\Actual;
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use App\Models\Allocation;
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use Carbon\Carbon;
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class ActualsService
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{
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public function calculateVariance(string $projectId, string $teamMemberId, string $month): array
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{
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$monthDate = Carbon::createFromFormat('Y-m', $month)->startOfMonth();
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$allocated = (float) Allocation::where('project_id', $projectId)
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->where('team_member_id', $teamMemberId)
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->where('month', $monthDate)
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->sum('allocated_hours');
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$actual = (float) Actual::where('project_id', $projectId)
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->where('team_member_id', $teamMemberId)
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->where('month', $monthDate)
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->sum('hours_logged');
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if ($allocated <= 0) {
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$variancePercentage = $actual == 0 ? 0.0 : 100.0;
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} else {
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$variancePercentage = (($actual - $allocated) / $allocated) * 100;
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}
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return [
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'allocated' => $allocated,
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'actual' => $actual,
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'variance_percentage' => $variancePercentage,
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'indicator' => $this->getIndicator($variancePercentage),
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];
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}
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public function getInactiveProjectStatuses(): array
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{
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return ['Done', 'Cancelled', 'Closed'];
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}
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public function canLogToInactiveProjects(): bool
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{
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return (bool) config('actuals.allow_actuals_on_inactive_projects', false);
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}
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private function getIndicator(float $variancePercentage): string
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{
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$absolute = abs($variancePercentage);
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if ($absolute <= 5) {
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return 'green';
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}
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if ($absolute <= 20) {
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return 'yellow';
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}
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return 'red';
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}
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}
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