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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

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Purpose

Enable users to log, update, and delete actual hours worked for project-member-month combinations.

Requirements

The system SHALL provide a modal for logging hours.

GIVEN user clicks an editable cell in the grid
WHEN the cell is clicked
THEN a modal opens with project, member, and month context
AND an input field for hours to add is displayed

Scenario: Log new hours

GIVEN the modal is open for a cell with 0 actual hours
WHEN user enters 8 hours and submits
THEN the actual record is created with 8 hours
AND the grid refreshes to show the updated value

Scenario: Add hours to existing

GIVEN a cell already has 40 hours logged
WHEN user enters 8 hours and submits
THEN the actual record is updated to 48 hours
AND the grid refreshes to show the updated value

Requirement: Hours are additive

The system SHALL accumulate hours when logging to an existing actual.

Scenario: Multiple logging entries accumulate

GIVEN user logs 8 hours on Monday
AND user logs 4 hours on Tuesday
WHEN both entries are saved
THEN the total actual hours is 12

Requirement: Notes support

The system SHALL allow optional notes with hour entries.

Scenario: Add notes with hours

GIVEN user is logging hours
WHEN user enters notes text
THEN the notes are stored with the actual record

Scenario: Notes are appended

GIVEN an actual record exists with notes
WHEN user logs additional hours with new notes
THEN the new notes are appended with timestamp

Requirement: Validation - future months

The system SHALL prevent logging to future months.

Scenario: Reject future month

GIVEN current month is March 2024
WHEN user attempts to log hours for April 2024
THEN validation error is returned
AND the actual is not created

Requirement: Validation - completed projects

The system SHALL prevent logging to completed projects.

Scenario: Reject completed project

GIVEN a project has status Done or Cancelled
WHEN user attempts to log hours
THEN validation error is returned
AND the actual is not created

Scenario: Config override

GIVEN ALLOW_ACTUALS_ON_INACTIVE_PROJECTS is true
WHEN user attempts to log hours to a completed project
THEN the actual is created successfully

Requirement: Delete actual

The system SHALL allow deletion of actual records.

Scenario: Delete existing actual

GIVEN an actual record exists
WHEN user clicks Delete in the modal
THEN the actual record is removed
AND the grid refreshes to show 0 hours

Requirement: Request validation

The system SHALL validate request inputs.

Scenario: Invalid hours rejected

GIVEN user enters negative hours
WHEN form is submitted
THEN validation error is returned

Scenario: Missing required fields

GIVEN user submits without hours
WHEN form is submitted
THEN validation error is returned

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