Roadmap

Application development status, milestones and schema overview

Current period 26Q3

Development roadmap

A living overview of completed work, the current development stage and the modules planned before production release.

Version 0.8.1

Project progress

Progress towards the production-ready version.

87%
26 of 30 milestones completed Next: Import Engine

Current versions

Application and database release information.

Application
0.8.1
Database schema
0.8.1
PHP
7.4.33
Selected quarter
26Q3

Milestones

Development is completed and tested one module at a time.

✓
Version 0.1.0

Application foundation

Complete

Database connection, shared bootstrap, configuration and initial application structure.

  • Existing HighEQ database connection
  • Shared application bootstrap
  • Configuration and local overrides
  • UTF-8 database support
  • PHP 7.4 compatibility
✓
Version 0.1.1

Application interface

Complete

Shared layout, navigation, dashboard and responsive user interface.

  • Dashboard
  • Shared header and footer
  • Responsive navigation
  • Workflow pages
  • LMS-style application design
✓
Version 0.2.0

Quarter Manager

Complete

Quarter creation, selection, workflow status and import staging schema.

  • Quarter creation
  • Quarter selection
  • Quarter archiving and restoration
  • Import file register
  • Import row staging table
  • Quarter audit log
  • Schema upgrade support
✓
Version 0.2.1

Project roadmap

Complete

Living development roadmap, version tracking and schema overview.

  • Application roadmap
  • Schema version display
  • Database table status
  • Development progress summary
  • Milestone planning
✓
Version 0.3.0

Import & Inspection Engine

Complete

Protected multi-file CSV upload, inspection and queue management.

  • Multiple CSV selection
  • Protected non-public storage
  • Delimiter, header and encoding inspection
  • SHA-256 duplicate detection
  • Per-file diagnostics
  • Sample-row preview
  • Queued and failed file removal
  • Streaming row import deferred
✓
Version 0.4.0

Streamed Row Import Engine

Complete

Checkpointed low-memory CSV import into raw quarter staging rows.

  • Bounded streaming batches
  • CSV multiline and quoted-field support
  • Encoding conversion to UTF-8
  • Byte-offset checkpoints
  • Safe reset-and-replay restart
  • Malformed row samples
  • Live import progress
✓
Version 0.5.0

Validation and DSP Mapping Foundation

Complete

Quarter totals, file breakdowns, service diagnostics and data quality.

  • Row count validation
  • Downloads and streams totals
  • Raw and GBP revenue totals
  • Service and currency breakdowns
  • Data quality warnings
✓
Version 0.6.0

Cleanse Engine

Complete

Automatic label resolution using existing labels, ISRCs and barcodes.

  • Existing label matching
  • ISRC matching
  • Barcode matching
  • Conflict detection
  • Manual review queue
  • Permanent identifier overrides
  • Cleanse audit history
✓
Version 0.6.2

Normalised Schema Expansion

Complete

Optional country and mechanicals fields across mapping and validation.

  • Country source-value preservation
  • Mechanicals yes/no normalization
  • Unknown mechanicals warnings
  • Profile and remapping compatibility
✓
Version 0.6.3

Validation Diagnostics

Complete

Reason-first exception reporting, inspection and export.

  • Validation reason filters
  • Paginated exception rows
  • Raw and normalized row inspector
  • Per-file diagnostics and quality score
  • CSV exception export
  • Configured information omissions
✓
Version 0.6.4

Validation Severity Pass

Complete

Five-level severity and auditable zero-activity exclusions.

  • Valid, information, ignored, warning and invalid statuses
  • Zero activity ignored classification
  • Ignored-row audit filters and export
  • Quality score exclusion
  • Safe validation replay
✓
Version 0.6.5

Awaiting Mapping Diagnostics

Complete

File-level mapping gaps with staged-row reconciliation.

  • Clickable awaiting-mapping metric
  • Shared card and filter query
  • File and staged-row gap diagnostics
  • Normalized severity reconciliation
  • Stale mapping-state visibility
✓
Version 0.7.0

Generation Foundation

Complete

Readiness diagnostics and immutable reconciled financial previews.

  • Generation readiness and blocker links
  • GBP precedence and destination aggregation
  • Commission and net payable previews
  • Immutable fingerprinted generation runs
  • Exact-zero reconciliation
✓
Version 0.7.1

Destination Resolution Verification

Complete

Authoritative destination readiness and row-level diagnostics.

  • Shared normalized-row destination predicate
  • Correct unresolved destination count
  • Inspectable unresolved-row diagnostics
  • Readiness blocker explanations
  • Destination lifecycle documentation
✓
Version 0.7.2

Destination Join Root-Cause Fix

Complete

Canonical stored, override and central-catalogue resolution.

  • ISRC catalogue to LMS destination join
  • Shared optional lms_ prefix normalization
  • Manual and permanent override precedence
  • Resolver-aware readiness, fingerprint and aggregation
  • Precise unresolved-row diagnostics
✓
Version 0.7.3

Catalogue Destination Audit

Complete

Read-only canonical LMS key comparison and impact counts.

  • Every catalogue LMS key compared
  • Exact normalized destination matches
  • Quarter affected-row counts
  • Precise mismatch classifications
  • Destination key intent and remediation guidance
✓
Version 0.7.4

Catalogue Audit Performance and Recovery

Complete

Explicit bounded audit batches with resilient cached results.

  • No automatic audit on Settings or result-page load
  • Cached key summaries and previous-result retention
  • Bounded indexed normalized-row batches
  • Server-side result and Inspect pagination
  • Safe failure, timeout and stale-run recovery
✓
Version 0.7.5

Catalogue Audit Start Diagnostics

Complete

Immediate queued runs with safe, structured startup diagnostics.

  • Verified CSRF and selected-quarter request lifecycle
  • Committed run record before bounded worker initialization
  • Structured failure codes and support references
  • Best-effort accounting and PHP error logging
  • Administrator prerequisite diagnostics
✓
Version 0.7.6

Schema Mismatch Diagnostics

Complete

Precise safe runtime-to-installer schema comparisons.

  • Column datatype, NULL, default and ENUM comparison
  • MySQL/MariaDB metadata normalization
  • Expected, actual and required-action report
  • Catalogue ISRC lookup-index diagnostics
  • No schema-validation bypass
✓
Version 0.7.7

Catalogue Ownership Mapping

Complete

Explicit canonical catalogue keys without changing LMS identifiers.

  • Nullable canonical destination catalogue_key
  • Conservative exact-match installer backfill
  • Transactional active-ownership uniqueness
  • Impact preview and confirmed administrator assignment
  • Shared cleanse, generation and audit resolver
✓
Version 0.7.12

Catalogue Mapping Workflow

Complete

Filtered reconciliation queue with bounded ownership evidence.

  • Require-attention filters and cached classification totals
  • Server-side sorting and pagination
  • Bounded ownership inspection and representative samples
  • Confirmed individual assignments and next-missing queue
  • Precise audit trail and stale preview guidance
✓
Version 0.7.13

Production Generation Preview

Complete

Immutable read-only financial snapshots and reconciliation.

  • Selected-quarter workflow and readiness blockers
  • Destination and DSP financial snapshots
  • Immutable source-file and currency manifest
  • Full precision and displayed-rounding reconciliation
  • Current/stale immutable preview history
✓
Version 0.7.14

Quarter Snapshot

Complete

Trusted immutable quarter financial and operational headline.

  • Completed-only Current/Stale/Failed snapshot states
  • Financial and activity headline cards
  • Separated source currencies and monthly provenance
  • Snapshot reconciliation and rounding disclosure
  • Audited immutable detail navigation
✓
Version 0.7.15

Preview Performance & Verification

Complete

Queued staged generation with canonical aggregate reuse.

  • Timeout-resistant queued preview processing
  • Transactional stage checkpoints and duplicate protection
  • Run-scoped canonical input materialization
  • Safe performance timings and diagnostics
  • Immutable run and manual-quarter verification
✓
Version 0.7.16

Deterministic Staleness & Progress Diagnostics

Complete

Canonical fingerprint state with inspectable components and live stages.

  • Fingerprint-only Current/Stale decisions
  • Deterministic component-level diagnostics
  • Historical immutable-run compatibility
  • Visible staged progress and completion state
  • Non-overlapping queue, preparation and stage timings
✓
Version 0.8.0

Controlled Publish

Complete

Dry-run and transactionally persist one immutable preview.

  • Exact immutable-preview mapping
  • Read-only dry-run and schema diagnostics
  • Duplicate and existing-quarter protection
  • Mandatory post-write reconciliation
  • Immutable publish history and quarter lock
27
Version 0.8.1

QAM Native Publish Store

Current

Owned multi-quarter publish rows with explicit run provenance.

  • Exclusive accounting_quarterly_report destination
  • Quarter, publish-run and preview-run ownership
  • Publish-run-scoped reconciliation
  • Permanent multi-quarter duplicate protection
  • Legacy dsp_quarterly_report remains untouched
28
Version 0.9.0

Summary and Detailed Generator

Planned

Replace the existing Summary, Pivot and LMS spreadsheet macros.

  • Summary statements
  • Detailed statements
  • Service grouping
  • Release grouping
  • LMS-compatible output
  • Balance checks
29
Version 0.10.0

Publisher

Planned

Publish completed statements into the correct LMS destinations.

  • Destination path validation
  • Raw file publishing
  • Summary file publishing
  • Detailed file publishing
  • Publish confirmation
  • Rollback protection
30
Version 1.0.0

Production release

Planned

Full regression testing against the existing 26Q1 accounting outputs.

  • 26Q1 Raw comparison
  • 26Q1 Summary comparison
  • 26Q1 Detailed comparison
  • Commission verification
  • Total reconciliation
  • Excel workflow retirement

Database schema

Current and planned Accounting Manager tables.

Schema 0.8.1
Table Purpose Status Rows
accounting_quarters Quarter records and workflow totals Ready 1
accounting_import_files Imported file tracking and diagnostics Ready 4
accounting_import_rows Raw imported quarterly rows Ready 190,069
accounting_import_errors Bounded malformed and skipped row samples Ready 0
accounting_mapping_profiles Reusable DSP and header mapping profiles Ready 2
accounting_normalized_rows Mapped standard rows and validation results Ready 190,069
accounting_audit_log Quarter activity and workflow audit Ready 2,972
accounting_destinations LMS destinations and commission rates Ready 91
accounting_label_aliases Permanent source-label mappings Ready 0
accounting_identifier_overrides Manual ISRC and barcode resolutions Ready 0
accounting_cleanse_audit Cleanse decisions and resolution history Ready 0
accounting_resolution_reviews Grouped unresolved and conflicting row reviews Ready 0
accounting_generation_runs Immutable generation preview headers and fingerprints Ready 4
accounting_generation_destination_totals Destination financial snapshot totals Ready 280
accounting_generation_reconciliation Generation balance and count checks Ready 60
0.6
Next development stage

Cleanse and Label Resolution

Stream queued CSV files into raw quarter staging rows through bounded, restartable batches without assuming the final business-field mapping.

View Import page