59 lines
2.5 KiB
Markdown
59 lines
2.5 KiB
Markdown
# Roadmap
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## Phase 1 — Semantics core (done)
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The engine: money, accounts, journal, ledger commands, trial balance, P&L,
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balance sheet, golden files, property tests, and the docs an agent needs to
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work here (AGENTS.md, requirements, architecture, oracle, parity, glossary).
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Parity floor: 6 done.
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## Phase 2 — AI-first interface (now)
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The primary interface is MCP, not a cloned GUI (Stephen's call, 2026-10-10).
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- `ledger-store`: SQLite persistence, append-only triggers, amounts as TEXT,
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event log, migrations, rebuild-from-log verify. Spec: `docs/receipt-store.md`.
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- Blob store: content-addressed receipts and documents, attachment metadata,
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Drive backfill script.
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- `ledger-mcp`: stdio transport first, Streamable HTTP later; narrow tools,
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preview-before-post, digest, read-only resources, the agent operating
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contract in the tool descriptions. Spec: `docs/mcp-interface.md`.
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- Capability parity vs the GSheet+GDrive system: `docs/capability-parity.md`.
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- Parallel run with the sheet; cutover per the cutover rule.
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- Done when: every specced capability-parity row is covered, a month of
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parallel run diffs clean, Stephen approves the cutover.
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## Phase 3 — Oracle harness
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- `ledger-import`: GnuCash XML read-only import
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- `ledger-oracle`: fixture books through our engine and GnuCash headless,
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automatic `snapshot()` diffing via `cargo xtask oracle`
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- Parity catalog becomes machine-readable; CI enforces the non-regression
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floor
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- Done when: a fixture book produces byte-identical snapshots from both
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engines with zero manual steps
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## Phase 4 — Read-only GUI
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- Consumes the `ledger-store` event log: live updates via tail/SSE — the
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answer to "watch its files to update live."
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- egui or web; a dumb client holding no accounting logic.
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- This is the trust layer for humans (Stephen, Kat, the CPA), not the
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primary interface. Read-only at first; editing stays with the agent.
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## Phase 5 — Workflow parity
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- A/R and A/P workflows, bank reconciliation, budgets, scheduled transactions
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- Multi-currency with FX translation
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- Period close and cash flow (engine R-FUTURE items) land as their phases
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demand, not before
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- The goal: a self-hosted bookkeeping system with a tested claim to
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semantic parity with GnuCash and capability parity with the old
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GSheet+GDrive workflow — no SaaS subscription required
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## Explicitly not on the roadmap
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Bank feeds, payment processing, payroll, tax filing. Those are integrations
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and regulated domains, not cloning targets. The engine gets clean seams for
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them; someone else's API provides them.
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