From 4d8d004e11e807e9397f880c204d4c426e5485f8 Mon Sep 17 00:00:00 2001 From: Sparsh Sam <110058692+sparshsam@users.noreply.github.com> Date: Thu, 25 Jun 2026 16:16:43 -0400 Subject: [PATCH] docs: rewrite ROADMAP.md for v0.9.x reality Replaces the stale v0.1/v0.2 roadmap with a comprehensive snapshot of what's shipped through v0.9.12 and what's genuinely next (multi-currency, auto-sync, Plaid, export, receipt OCR, local encryption, multi-device sync). Co-Authored-By: Claude --- ROADMAP.md | 71 ++++++++++++++++++++++++++++++++++++++++++------------ 1 file changed, 55 insertions(+), 16 deletions(-) diff --git a/ROADMAP.md b/ROADMAP.md index a60cb77..06a8cdf 100644 --- a/ROADMAP.md +++ b/ROADMAP.md @@ -1,26 +1,65 @@ # OpenLedger — Roadmap > Private, local-first finance tooling for everyday budgeting and records. +> **Current release:** v0.9.12 — [CHANGELOG](CHANGELOG.md) -## Current — v0.1 (June 2026) +--- -Initial foundation. +## Shipped (v0.1–v0.9.12) -- [x] Local-first transaction tracking -- [x] Budget categorization -- [x] Privacy-first design (no cloud dependency) -- [x] Core data model and persistence +| Area | Status | +|------|--------| +| Manual transaction entry (edit, duplicate, delete) | ✅ | +| Multi-account management (create, edit, archive, kind badges) | ✅ | +| Account types: Checking, Credit, Savings, Loan, Crypto, Misc | ✅ | +| Guest mode (no account required, full local functionality) | ✅ | +| CSV import with validation, dedup, account gate, auto-local-save | ✅ | +| Search & filters (date range, account, category, type, sortable columns) | ✅ | +| Quick Jump global search | ✅ | +| Dashboard: hero net worth, accounts strip, budget/goal progress, activity | ✅ | +| Charts: spending by category, income vs expenses, account balance, monthly trend | ✅ | +| Insights: top spending, month-over-month, recurring detection, low balance warnings | ✅ | +| Spending plans (budgets) with progress tracking and overspending warnings | ✅ | +| Milestone goals with contributions and progress cards | ✅ | +| Recurring entries with schedule engine | ✅ | +| Receipt capture (camera, gallery, file upload, Supabase Storage) | ✅ | +| PWA with full icon set, service worker, update detection | ✅ | +| Google OAuth via Supabase (optional — local-first remains default) | ✅ | +| Device registration on sign-in | ✅ | +| Cloud backup & restore (manual — user-triggered upload & restore) | ✅ | +| Cloud sync (signed-in auto-sync, device list, sync-now button) | ✅ | +| Conflict detection & force re-sync | ✅ | +| Account deletion workflow for signed-in users | ✅ | +| Supabase RLS on all `openledger_*` tables | ✅ | +| MCP server: 30 AI agent tools, token auth, Vercel-hosted | ✅ | +| Sentry crash reporting (disabled by default) | ✅ | +| Error boundaries on all tabs | ✅ | +| Security audit (dependencies, RLS, storage, environment) | ✅ | +| Domain migration → ledger.kovina.org | ✅ | +| Service worker update flow (background detection, user reload) | ✅ | -## Next — v0.2 +## Near-term -- [ ] Reporting and insights -- [ ] Export functionality -- [ ] Recurring transaction support -- [ ] Search and filter improvements +- [ ] **Multi-currency support.** Accept transactions in different currencies. Exchange-rate-aware balance calculations and display. +- [ ] **Automatic cloud sync.** Remove the manual "Back up now" / "Sync now" step. Sync automatically on data changes for signed-in users, with offline queue and retry. +- [ ] **Bank/Plaid integration.** Link real bank accounts for automatic transaction import. Optional, opt-in. +- [ ] **Data export.** Export transactions to CSV, QIF, or OFX for external use. Current JSON export serves backup, not interchange. -## Future +## Medium-term -- [ ] Multi-currency support -- [ ] Receipt capture -- [ ] Goal tracking -- [ ] Optional encrypted cloud backup +- [ ] **Receipt OCR.** Auto-extract payee, amount, and date from receipt photos to reduce manual entry. +- [ ] **Local encryption-at-rest.** Encrypt `localStorage` data with a user-chosen passphrase before persisting. Guest-mode privacy upgrade. +- [ ] **Multi-device sync & conflict resolution.** Real-time (or near-real-time) sync across devices with CRDT or last-writer-wins conflict handling. +- [ ] **Reporting engine.** Period-over-period spending reports, net worth timelines, tax-category rollups, exportable to PDF. + +## Long-term / Investigate + +- [ ] **Budget rollover / envelope budgeting.** Unspent budget amounts carry into the next period. +- [ ] **Scheduled / recurring bill reminders.** Push notifications for upcoming bills. +- [ ] **Investment account tracking.** Portfolio value, cost basis, dividend tracking. +- [ ] **Shared / family ledgers.** Collaborative budgets and accounts with granular permissions. +- [ ] **Offline-first with background sync queue.** Full offline support even for cloud users — queue mutations locally, sync when online. + +--- + +> **Note:** OpenLedger remains **local-first by default**. No cloud feature is mandatory. All near-term items preserve guest-mode parity unless stated otherwise.