Roadmap

This document looks forward from the last stable public release (currently 1.6). The document should be taken as a general indication of direction. As with every open source project, contributors follow their own priorities; as such, features may be implemented earlier or later than indicated or even features entirely not mentioned may be implemented.

LedgerSMB is being developed as a Core system with many functionalities a business requires. However, some businesses may require different functionalities, or some functionalities may be considered too disruptive to integrate immediately into the core. These functionalities are developed as Add-ons.

Core development

Done for inclusion in the 1.7.0 release

  • Accounting improvements
    • Multiple fx rates per day per currency

On-going

These functionalities have been implemented and are pending inclusion:

Planned

The features in this section have been brought forward by existing contributors as items they want to work on (not necessarily in the stated order) when time permits. Some topics have been discussed between developers. None of these topics have seen any actual development just yet. If you're a developer interested to contribute to one of these topics, please step forward! We welcome contributions on each of these topics!

Authentication

  • Encrypted Cookie based authentication instead of the current Basic Auth

Webservices for (initially)

  • Posting invoices
  • Retrieving and creating customers
  • Parts lookup

Completion of previously implemented features

Internationalisation and localisation

  • Better handling of plural forms

Technical improvements

  • Migrate remaining DBObject code to PGObject
  • Much more unit and BDD testing
  • Perl module documentation

Release engineering

  • Develop infrastructure (VM/Docker image) to create releases
  • Build and publish Perl documentation on release
  • Build and publish database schema documentation on release

Accounting

Wishlist

The following section lists highly desired features, grouped into topics. However, no developer has expressed any interest in working on these item in the foreseeable future. Developers who do want to work on these features, please step forward, we highly welcome contributions on these topics!

UI improvements

  • Fewer defaults for configuration
  • Layout improvements
  • Help system
  • Fully remodelled Contact entry screens
  • Selection of customers/vendors through FilteringSelect
  • Personal Dashboard

Configuration and customization

  • Easier development of templates by adding HTML->PDF output generator option

Integration and scripting

  • Web services
  • Web hooks

Accounting

  • Revaluation of foreign currency balance sheet items
    • Complete integration of pre/overpayments

Goods and services

  • (more/better) inventory reports
  • production batch tracking

Reporting

  • Integrate budgets in financial reports
  • Migrate reports module to Dojo/dgrid

CRM

  • Track events (like appointments) per customer, lead, etc.
  • Sales Opportunity Tracking
  • Sales forecasts

HR

Technical improvements

  • Phase out code in old/
    • AR/AP invoices and transactions redesign
    • GL transactions redesign
    • Orders and Quotations redesign
    • Warehouses, parts, and assemblies redesign
    • Business types and Pricegroups redesign
  • Replacement of payments.pm

    Authorization

    • Support for role groups
    • LDAP and groupware integration