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
3.8 KiB
3.8 KiB
Purpose
Provide a Cartesian grid view for managers to compare allocated hours vs actual hours logged across projects and team members for a selected month.
Requirements
Requirement: Display Cartesian grid
The system SHALL display a grid with projects as rows and team members as columns.
Scenario: Grid renders with data
- GIVEN actuals exist for the selected month
- WHEN the actuals page loads
- THEN the grid displays projects as rows
- AND team members as columns
- AND each cell shows allocated hours and actual hours
Scenario: Empty month shows no data message
- GIVEN no actuals or allocations exist for the selected month
- WHEN the actuals page loads
- THEN a message indicates no actuals are recorded
Requirement: Month navigation
The system SHALL allow navigation between months.
Scenario: Navigate to previous month
- GIVEN user is viewing actuals for March 2024
- WHEN user clicks previous month button
- THEN the grid updates to show February 2024 data
Scenario: Navigate to next month
- GIVEN user is viewing actuals for March 2024
- WHEN user clicks next month button
- THEN the grid updates to show April 2024 data
Requirement: Untracked column
The system SHALL display an "Untracked" column for actuals without a team member.
Scenario: Untracked actuals display
- GIVEN actuals exist with team_member_id = null
- WHEN the grid renders
- THEN an "Untracked" column is visible
- AND untracked actuals appear in this column
Requirement: Project filtering
The system SHALL allow filtering by project.
Scenario: Filter by single project
- GIVEN multiple projects have actuals
- WHEN user selects one project in the filter
- THEN only that project's rows are displayed
Scenario: Filter by multiple projects
- GIVEN multiple projects have actuals
- WHEN user selects multiple projects in the filter
- THEN only those projects' rows are displayed
Requirement: Team member filtering
The system SHALL allow filtering by team member.
Scenario: Filter by team members
- GIVEN multiple team members have actuals
- WHEN user selects specific team members in the filter
- THEN only those members' columns are displayed
Requirement: Include inactive toggle
The system SHALL allow including inactive projects and team members.
Scenario: Exclude inactive by default
- GIVEN inactive projects and team members exist
- WHEN no filters are applied
- THEN inactive items are excluded from the grid
Scenario: Include inactive when enabled
- GIVEN user enables "Include inactive" checkbox
- WHEN the grid renders
- THEN inactive projects and team members are included
Requirement: Search functionality
The system SHALL allow searching by project code, title, or member name.
Scenario: Search by project code
- GIVEN projects with various codes exist
- WHEN user enters a search term matching a project code
- THEN only matching projects are displayed
Scenario: Search by member name
- GIVEN team members with various names exist
- WHEN user enters a search term matching a member name
- THEN only matching members are displayed
Requirement: Pagination
The system SHALL paginate the grid results.
Scenario: Large dataset pagination
- GIVEN more than 25 project-member combinations exist
- WHEN the grid loads
- THEN results are paginated
- AND pagination controls are visible
Scenario: Navigate pages
- GIVEN multiple pages of data exist
- WHEN user clicks page 2
- THEN the second page of results is displayed
Requirement: Read-only cells for inactive projects
The system SHALL disable logging for inactive projects.
Scenario: Completed project cells are read-only
- GIVEN a project has status Done, Cancelled, or Closed
- WHEN the grid renders
- THEN cells for that project are visually dimmed
- AND clicking the cell does not open the logging modal