56 lines
2.2 KiB
Markdown
56 lines
2.2 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, cash flow, fixed assets with depreciation, golden files,
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property tests, mutation testing, fuzzing, and the docs an agent needs to
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work here. Parity floor: 12 done.
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## Phase 2 — AI-first interface (done)
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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`: append-only hash-chained JSONL journal (source of truth),
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SQLite as disposable projection with auto-rebuild, content-addressed
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blob store, durable drafts.
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- `ledger-mcp`: 27 tools over stdio and Streamable HTTP, preview-before-post,
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server-side receipt policy (>$25) with anti-splitting, asset management,
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digest for human review, read-only resources.
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- `ledger-import`: QuickBooks CSV import (bank, chart), IIF and XLSX export.
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- Capability parity 12 of 12 vs the GSheet+GDrive system.
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- Parallel run with the sheet; cutover per the cutover rule
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(`docs/parallel-run.md`).
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## Phase 3 — Oracle harness (next)
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- `ledger-oracle`: fixture books through our engine and GnuCash headless,
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automatic `snapshot()` diffing.
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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 — the answer to
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"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.
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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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