From 2661b7a53a7f72c1ad7354a708d555c5460165c9 Mon Sep 17 00:00:00 2001 From: Simon Michael Date: Thu, 13 Apr 2023 08:45:37 -1000 Subject: [PATCH] ;doc: ROADMAP: simplify, add mission --- doc/ROADMAP.md | 129 ++++++++++++++++++++++--------------------------- 1 file changed, 59 insertions(+), 70 deletions(-) diff --git a/doc/ROADMAP.md b/doc/ROADMAP.md index 01862cbdd..cc153ab08 100644 --- a/doc/ROADMAP.md +++ b/doc/ROADMAP.md @@ -6,88 +6,77 @@ -Ideas about where the hledger project should be going next. +Ideas of where the hledger project should be going next. Being listed here suggests a bit of commitment, perhaps even a schedule. -Related: +Related: +, +[TODO](TODO.md). -## Targets +## 2023 -### Next Targets +**Targets:** +- hledger 1.32, december +- hledger 1.31, september +- hledger 1.30, june + - demos: built in asciinema demos and maintenance process + - ghc 9.6 support + - process/tools improvement + - docs improvement +- hledger 1.29, march -### Past Targets +**Goals:** + - CSV extensibility: workflows to obtain, use, develop, share, contribute ready-to-use CSV rules + - Scripts extensibility: workflows to obtain, use, develop, share, contribute ready-to-use scripts + - Interop: clear ledger & beancount import/export how-tos documenting issues & workarounds + - Better installer: more robust, binary-installing + - Bar charts: simple built in bar charts + - Investment: clear updated how-to documenting available tools & best practices for common needs (price fetching, lot reducing, lot reporting, cost reporting, gains reporting) -1. hledger 1.19, 2020-09-01 +**Priorities:** +- newcomer/learner experience: docs, installers, demos +- customiser/contributor experience: easy csv rules install/contrib, scripts install/contrib +- maintainer experience: reduce tech/doc/process/issue debt, increase velocity +- marketing/community: news updates, mastodon presence +- interop: solve Ledger/Beancount reading/writing/conversion +- features: charts, investment - account transactions register, stricter/more correct handling of - unbalanced multicommodity transactions (#1177), Track & show - deposited lots (#1022), Report unrealized capital gains/losses - (#1029) +**Mission:** +- Make plain text accounting more usable and useful for all +- Bring relief to people experiencing financial and technological stress +- Help people and communities in all countries increase their financial mastery and freedom +- Help grow a shared global culture of accountability and sustainability + -2. hledger 1.18, 2020-06-01 +## 2020 - more effective CI setup, updated home page, quickstart, tutorials - etc., negative matching in CSV rules, +**Targets:** -3. hledger 1.17, 2020-03-01 +- hledger 1.19, september + - account transactions register, stricter/more correct handling of + - unbalanced multicommodity transactions (#1177), Track & show + - deposited lots (#1022), Report unrealized capital gains/losses + - (#1029) - field matching in CSV rules, reduce install hassles with terminfo C - lib (?), more import/export options, simple console charts, - refreshed home page, faq, tutorials, manuals, +- hledger 1.18, june + - more effective CI setup, updated home page, quickstart, tutorials + - etc., negative matching in CSV rules, -4. hledger 1.16, 2019-12-01 +- hledger 1.17, march + - field matching in CSV rules, reduce install hassles with terminfo C + - lib (?), more import/export options, simple console charts, + - refreshed home page, faq, tutorials, manuals, - ghc 8.8 support, more powerful CSV conversion, updated home page, - faq, manuals, reduce install hassles with terminfo C lib - -## 2020 Priorities - -### Documentation - -Improve the docs. - -- home & faq -- manuals (more discoverable structure of web manuals) -- cookbook docs (survey, plan, update) -- contrib guide (update, build from readmes) - -### Effectiveness - -Improve getting-started experience, just-works quality, practicality, +**Priorities:** +- Documentation: Improve the docs. +- Effectiveness: Improve getting-started experience, just-works quality, practicality, real-world usefulness. - -- ghc 8.8, get back in stackage nightly -- install issues (C libs..) -- more powerful CSV conversion -- fill out holes in feature matrix - -### Investment - -Improve suitability for investment tracking +- Investment: Improve suitability for investment tracking ([#1015](https://github.com/simonmichael/hledger/issues/1015)) +- Charts: Add charts and more visual appeal. +- Correctness: More support for enforcing correctness & accounting rules. -- market price inference from transactions -- easy market price fetching -- lot tracking -- capital gains reporting - -### Charts - -Add charts and more visual appeal. - -- console charts, basic bar charts -- clarify architecture/UI for charts -- graphical charts using Chart/matplotlib/hvega -- review/design/add more attractive/colourful output (see eg - taskwarrior) - -### Correctness - -More support for enforcing correctness & accounting rules. - -- account names -- commodity symbols -- payees -- notes/descriptions ? -- account lifetimes ? -- account balance conditions ? -- transaction templates ? +## 2019 +**Targets:** +- hledger 1.16, december + - ghc 8.8 support, more powerful CSV conversion, updated home page, + faq, manuals, reduce install hassles with terminfo C lib