RustyRPN/Documentation/roadmap.md

Roadmap and status of functionality

This file is the roadmap. Design decisions that a roadmap item depends on are still owned by readme.md (the source of truth); this file tracks what is done, in flight, and planned, with status, dependencies, and acceptance criteria per item.

Status legend:

• ✅ done — implemented, tests green, merged to main
• 🔴 red — tests committed and failing (TDD in progress)
• 🟡 spec — specified, no code or tests yet
• ⚪ idea — planned, not specified

ID	Area	Item	Status	Depends on
A1	core	config: load, resolve, defaults, mask, validate	✅	—
A2	core	db: connection URL, migration split/embed, backup/restore	🔴	A1
B1	core+cli	epsilon parser: file → rows → batch aggregates	🟡	A2
B2	cli	file import / file list: ingest + idempotency	🟡	B1
B3	cli	customer / card CRUD (batch, card, customer)	🟡	A2
B4	cli	invoice creation from batch data (invoice prepare)	🟡	B2, B3
C1	core	tsdrms xlsx parser (GL journal, cutoff partitioning)	⚪	A2
C2	core	subfranchise PDF statement parser	⚪	A2
D1	core	Fortnox voucher mapping (port spreadsheet → TOML)	⚪	C1
E1	server	axum API + sessions + roles	⚪	A2
E2	web	Leptos SPA (invoice portal for rental firms)	⚪	E1
F1	cli	daemon start/stop/status	⚪	E1
G1	spa	receipt reissue (retail fuel, by date + last4)	⚪	E2
G2	spa	to-do application for employees	⚪	E1
G3	core	car registry (owned/leased, costs, besiktning, status)	⚪	A2

Track A — foundations

A1 core/config ✅

Loading (--config flag → $RUSTYRPN_CONFIG → ./config.toml, --env selects dev/test variants in the last slot only), built-in defaults, secret masking for config show, validation. Tests green (commit 9452962).

A2 core/db 🔴 — next task

12 unit tests committed red (commit 676e55e): connection_url (percent-encoded credentials, with/without database), split_statements (comment/string-aware), MIGRATION_V1 (embeds Documentation/schema.sql as v1), backup_command / restore_command (mariadb-dump/mariadb via MYSQL_PWD, never argv), backup_filename (timestamped). Scope: implement minimal green path. Pure functions — no live database, no new dependencies. Do not alter the tests' intent. Accept: cargo test green workspace-wide; fmt + clippy clean.

Track B — fuel station data (epsilon)

B1 epsilon parser 🟡

Branch feature/epsilon-parser to be created from main when work starts (a stale earlier pointer was deleted 2026-10-08). Workflow step 2 (spec + test checklist agreed with maintainer) is pending — no failing test may be written before it. Fixtures ready: data/fixtures/epsilon (batches 9405–9412, cumulative slice). Sketch: 16-field TSV per readme §Data formats; filename batch number must match every row; M/d/yyyy h:mm:ss AM/PM dates; rust_decimal amounts; Quality 0 zero-value rows preserved; batch aggregates (totals per quality, row count, date range) for the batches table.

B2 file ingest & idempotency 🟡

files table: filename = natural key + content hash (sha2, already a core dep). Re-ingesting the same file must be a no-op. Open decision (maintainer): test against scratch MariaDB vs mocked repo layer. Open decision: Amount == Volume × Price — hard error or reported warning.

B3 customers & cards 🟡

Contract cards = epsilon rows with non-empty customer number; stored unmasked as delivered (personal data rule: schema.sql / cli.md). CRUD per Documentation/cli.md; delete blocked while referenced.

B4 invoice creation 🟡

From batch/card data into invoices + invoice_items; Fortnox export format TBD (depends on D1 decision).

Track C — rental data (tsdrms / Enterprise)

C1 tsdrms xlsx parser ⚪

GL journal (double-entry pairs), calamine-class crate needed — ask before adding dependency. Critical quirk: monthly files partition by Cutoff Date, not Transaction Date. Floats round to 2 decimals on ingest. Fixtures ready: data/fixtures/tsdrms.

C2 subfranchise PDF parser ⚪

Text-based 1-page statements; PDF text-extraction crate chosen when the feature starts. Parse defensively (layout verified on 6 samples only); European number format incl. (x,yy) negatives; line items by pattern, not exact string. Fixtures ready as extracted text: data/fixtures/subfranchise.

Track D — bookkeeping

D1 Fortnox voucher mapping ⚪

First task is porting the Apple Numbers mapping (data/other_resources/, gitignored — read, never modify) into a versioned TOML table in-repo before writing code against it. Depends on C1 data model.

Track E — server & SPA

E1 axum API ⚪

JSON API, argon2id login, MariaDB-backed sessions behind HttpOnly/Secure/SameSite=Lax cookie, rate-limited, no user enumeration, roles director/employee/customer (customer queries scoped to session's company). New deps (axum, sqlx already partly in place) — ask before adding.

E2 Leptos SPA ⚪

Served by the same binary as the API.

Track F — deployment

F1 daemon 🟡→⚪

rpnc daemon start|status|stop per cli.md (pidfile + logs under state dir; local-only status checks). Caddy reverse proxy and FreeBSD jail packaging are out of scope for the repo (readme §Technology).

Track G — later features

G1 receipt reissue ⚪ (low priority)

Identify by date + last 4 (masked consumer cards make last4 available); render template; e-mail to customer.

G2 employee to-do app ⚪

G3 car registry ⚪

Owned/leased cars, per-car costs, besiktning tracking, status (active/broken/repair), tyre seasons.

Near-term ordering

1. A2 → green baseline for everything.
2. B1 spec discussion (maintainer gate) → B1 → B2 → B3 → B4: the fuel-sales vertical slice usable from the CLI.
3. C1/C2/D1 extend into rentals + bookkeeping.
4. E/F make it multi-user; G fills in.

Maintenance rules

• Every task updates this file in its own branch (workflow step 7); decision changes go to readme.md in the same commit.
• Status changes commit with the merge, not before.
• AGENTS.md §Current state must agree with this file; update both.