Roadmap

Milestones mapped to the 16 use cases.

M1: Receipt Attachment + Patterns

Use cases: 1 (card receipt), 4 (recurring), 5 (new merchant)

• [x] Accounting API with Folio integration (transaction lookup, receipt attachment)
• [x] Book-E agent listening on #invoices (Automate-E runtime)
• [x] Claude Haiku for PDF/receipt extraction
• [x] Postgres for learned patterns
• [ ] Pattern suggest endpoint (creates PR)
• [x] Deploy on k3s (gateway + 2 workers via ArgoCD)

M2: Invoices + Reminders + Alerts

Use cases: 2 (supplier invoice), 12 (due reminder), 13 (payment suggestion), 14 (overdue alert)

• [x] Fiken API integration in Accounting API
• [ ] Invoice registration endpoint
• [ ] Daily cron for due/overdue checks
• [ ] Payment via Folio (with user confirmation)

M3: Employee Expenses (Utlegg)

Use cases: 3 (utlegg), 9 (outstanding utlegg query)

• [ ] Expense registration endpoint (Fiken journal entries)
• [ ] Utlegg query endpoint
• [ ] Receipt photo extraction

M4: Queries + Missing Receipts

Use cases: 6 (balance), 7 (unpaid invoices), 8 (expenses), 10 (free-form), 11 (missing receipts)

• [x] Query endpoints (balance, invoices, expenses)
• [x] Missing receipt check endpoint
• [ ] Daily cron for missing receipt reminders

M5: Configuration via PR

Use cases: 15 (patterns), 16 (company rules)

• [ ] Pattern update via PR flow
• [ ] Company rule update via PR flow
• [ ] Review workflow for config PRs

Current Status

Component	Status
Docs site	Live (Cloudflare Pages)
Event Store API	Deployed (k3s)
Accounting API	Deployed (k3s)
Cost API	Deployed (k3s)
Book-E agent	Live (Automate-E, gateway + 2 workers)
Folio integration	Live (readonly)
Fiken integration	Live (readonly)
Postgres	Deployed (k3s)
Dashboard	Live (book-e.dashecorp.com)