Support for Drupal 7 is ending on 5 January 2025—it’s time to migrate to Drupal 10! Learn about the many benefits of Drupal 10 and find migration tools in our resource center.This is the Ledger project roadmap as of July 19th, 2013.
This list will evolve as plans emerge.
General discussion
Data architecture
- #2031573: Use Fraction module for price storage
- #2186883: Should accounts depend on books?
- #2186525: Reorganized menu paths
- #2046231: Ledger Book
- #2316041: Change "Book" entity to "Ledger" entity
- #2046125: Currency Support
- #1477574: Transaction dates
- ...
- #1514940: Fieldable Account Entries
- #1341640: Make account type fields exportable
Data integrity
- #2190653: Orphaned entities
- #1512538: Activity log
- #1566170: Audit account entry balances with cron
- More self-auditing
- ...
Security
UI/UX
- #2316035: Default account hierarchy
- #2191451: Breadcrumbs
- #2316007: Include title and description in account type manage field
Accounting/Reporting
- #2316155: Make balance recalculation more efficient
- #1497530: Ledger:Accounting period
- Reconciliation
-
Accounting reports:
- #2218353: Balance Sheet
- #2286279: Income Statement
- Cash flow statement
- Equity statement
- ...
- ...
Rules
Importing
See #2046259: [META] Ledger Import Roadmap.
Documentation
- Break up drupal.org/project/ledger project page into a book.
- Basic principles
- Installation and uninstallation
- ...
Development
- Automated tests
Comments
Comment #0.0
m.stentaAdded "More self-auditing", "Reconciliation", and "Automated Tests".
Comment #1
m.stentaRenaming issue to "[META] Ledger Roadmap" for consistency with #2046259: [META] Ledger Import Roadmap.
Comment #1.0
m.stentaAdded section for documentation and changed UI to "Accounting/Reporting". Added basic accounting reports.
Comment #1.1
m.stentaAdded link to Ledger Import roadmap.
Comment #2
m.stentaAdded "Security" section w/ link to #2185707: Access control per entity and operation.
Comment #3
m.stentaAdded:
#2186883: Should accounts depend on books?
#2186525: Reorganized menu paths
Comment #4
m.stentaAdded #2191451: Breadcrumbs
Comment #5
m.stentaAdded #2190653: Orphaned entities.
Comment #6
ledjerdemain CreditAttribution: ledjerdemain commentedI have not tried the module yet, but I'm very excited about its wide array of functionalities. Does this module create balance Sheets and income statements?
cheers!
Comment #7
m.stentaGlad you're excited! Ledger does NOT currently contain any code for generating Balance Sheets and Income Statements... BUT, @BeakerBoy has gotten the ball rolling with some Views he created:
#2286279: Income Statement
#2218353: Balance Sheet
I have not reviewed them yet, but welcome input from you and others! If you want to test and improve on those patches, it will help to move the tasks forward.
And just to make sure it's clear: this Roadmap is a description of what we want to ADD to Ledger... not what it already has. It's still pretty far from being a complete accounting solution. All contributions to the process are welcome! :-)
Comment #8
ledjerdemain CreditAttribution: ledjerdemain commentedOh very, well. I'll look into it!
Comment #9
BeakerboyThe income statement reports income and expense for a selected calendar year. I know Michael plans on including a configurable "accounting period" down the road. If you require monthly reporting, rolling annual, or fixed annual other than the calendar year, you should be able to modify the view to do any of these.
If you can make either of these reports look nicer, or add any extra functionality, by all means include the changes in the respective nodes he links to above.
Thanks,
Kevin
Comment #10
m.stentaWent through the issue queue and tried to add tasks that weren't already in the roadmap.
Comment #11
m.stentaThis needs to be updated for 8.x-2.x...