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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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allocation-reporting Specification

Purpose

TBD - created by archiving change headroom-foundation. Update Purpose after archive.

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

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