From f5912645335091c193b38715a264a842dcfc5472 Mon Sep 17 00:00:00 2001 From: Stephen Waits Date: Sun, 11 Oct 2026 20:31:08 -0700 Subject: [PATCH] docs: more ledger-gui design references Records three more dashboard references Stephen shared: the QuickBooks Online dashboard cards, KPI tiles with period-over-period change, and a cash-flow dashboard (runway, forecast, A/P and A/R aging, burn). Co-Authored-By: Claude Opus 5.5 Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu --- plan/roadmap.md | 13 +++++++++++++ 1 file changed, 13 insertions(+) diff --git a/plan/roadmap.md b/plan/roadmap.md index 82ab896..7f1995e 100644 --- a/plan/roadmap.md +++ b/plan/roadmap.md @@ -60,6 +60,19 @@ The primary interface is MCP, not a cloned GUI (Stephen's call, 2026-10-10). invoices this month), an invoice table (number, customer, dates, currency, home and foreign amounts, balance, totals), expenses by category by month, invoices by status per month. + - **QuickBooks Online dashboard**: invoices (unpaid in the last year, + overdue vs. not yet due; paid in the last 30 days, deposited vs. not), + expenses by category (donut, last month), bank account balances (book + vs. bank, items to review), profit and loss (net income, income vs. + expenses bars), sales trend (line, by quarter). + - **KPI tiles with comparison** (QuickBooks accounting dashboard): income, + cost of goods sold, expenses, net profit, each with % change vs. the + previous 30 days; an auto date-range picker; cash balance over time + with a trend line; revenue by month, stacked. + - **Cash-flow dashboard**: bank balance, debtors, burn rate, cash runway + (days) tiles; income vs. expenses for the last six months; a net cash + flow forecast with a confidence band; A/P and A/R aging by days past + due (the engine already computes both agings); total burn over time. ## Phase 5 — Workflow parity