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