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AtlasandJuan José Mata
844d0abdf6
* Add public roadmap source document * Parser barfs at structure, so making preamble a comment * Removed content by accident --------- Co-authored-by: Juan José Mata <jjmata@jjmata.com>
99 lines
3.3 KiB
Markdown
99 lines
3.3 KiB
Markdown
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<!-- roadmap:v1
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# Sure roadmap
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This file is the curation and triage source for the public roadmap page in the
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Sure website repository. Keep phases and items in the order they should appear
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publicly. Changes to this file are reviewed through pull requests.
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The website reads this deliberately small format:
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- Each phase starts with `## Phase: Name`, followed by one `Description:` line.
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- Each item starts with `### Item: Name`, followed by `Status:` and
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`Description:` lines.
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- Status must be one of `In progress`, `Planned`, or `Exploring`.
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- GitHub issue and PR links are intentionally omitted for now.
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-->
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## Phase: Short term
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Description: Stabilize and polish the core.
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### Item: Reliability, performance, and technical debt
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Status: In progress
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Description: Make the everyday experience dependable, fast, and easier to maintain.
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### Item: Web UX/UI polish
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Status: Planned
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Description: Refine the web experience around the details that make Sure feel clear and cohesive.
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### Item: AI controls and transparency
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Status: Planned
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Description: Give people understandable controls and visibility into how AI works with their data.
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### Item: Documentation and onboarding
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Status: Planned
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Description: Help new people get value from Sure quickly, whether they use the hosted app or self-host it.
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### Item: Mobile app planning and delivery
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Status: Planned
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Description: Establish and ship a thoughtful mobile experience for managing money on the go.
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### Item: Quality-focused release cadence
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Status: Planned
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Description: Build a sustainable rhythm for shipping improvements with confidence.
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## Phase: Medium term
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Description: Expand personal-finance capability.
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### Item: First-class AI
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Status: Exploring
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Description: Make AI a useful, transparent part of the core financial workflow.
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### Item: Transaction intelligence
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Status: Planned
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Description: Turn transaction data into better organization, context, and decisions.
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### Item: Savings, retirement, and investments
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Status: Planned
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Description: Support more of the financial picture beyond day-to-day budgeting.
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### Item: Scenario simulation
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Status: Exploring
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Description: Help people understand the possible outcomes of financial choices before they make them.
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### Item: Localization and country support
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Status: Planned
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Description: Make Sure useful and natural for people across more countries, currencies, and financial systems.
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### Item: Themes and customization
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Status: Planned
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Description: Let people shape their financial workspace to fit the way they think and work.
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## Phase: Long term
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Description: Open the platform carefully.
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### Item: External-agent integration and execution
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Status: Exploring
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Description: Create safe, permissioned ways for outside agents to work with Sure.
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### Item: Agent-assisted cleanup and memory
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Status: Exploring
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Description: Use agents to reduce financial-data maintenance while keeping people in control.
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### Item: Polished mobile ecosystem
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Status: Planned
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Description: Grow mobile into a complete, reliable part of the Sure experience.
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### Item: Improved macOS and desktop experience
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Status: Planned
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Description: Make Sure feel at home across desktop platforms and workflows.
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### Item: Business finance support
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Status: Exploring
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Description: Carefully extend Sure to the needs of people managing business finances.
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