Roadmap

This page separates current release scope from planned future expansion. The rest of the documentation describes the current dataset release and teaching workflow.

Implemented in the Current Release

Core business processes and accounting

• three fiscal years of data from 2024 through 2026
• order-to-cash, returns, procure-to-pay, manufacturing, payroll, and close-cycle activity
• event-based postings into GLEntry with source-to-ledger traceability
• accrued-expense settlement, payroll cash movement, and year-end close activity

Workforce, payroll, and time tracking

• approved daily time clocks, attendance exceptions, overtime approvals, and payroll periods
• labor allocation that connects payroll support to manufacturing activity
• richer employee master data with role, lifecycle, work location, and current-state assignment coverage
• audit coverage for employee validity, approvals, roster controls, punch controls, and overtime controls

Planning and replenishment

• weekly demand forecasts and inventory policies
• replenishment recommendations for purchasing and manufacturing demand
• MaterialRequirementPlan and RoughCutCapacityPlan to connect planning pressure to execution
• analytics and audit queries for forecast quality, planning support, and recommendation timing

Pricing and commercial governance

• formal price lists, promotions, and override approvals
• pricing lineage from commercial policy into O2C documents and margin analysis
• audit coverage for price-floor review, expired pricing, promotion scope, and override completeness

Analytics, cases, and teaching materials

• starter SQL coverage across financial, managerial, audit, and cost-accounting topics
• guided walkthrough cases that connect business context, queries, and interpretation
• company, process, dataset, schema, and posting documentation that supports classroom adoption
• Excel guidance for workbook-based analysis and exception review

Technical delivery and validation

• SQLite, Excel, CSV zip, and generation log outputs
• validation scopes for core, operational, and full checks
• anomaly logging and validation exception reporting
• local generation settings for full release, fast validation, and performance profiling

Future Implementations and Improvements

• deeper workforce detail, including raw punch-event tables beneath approved daily time rows
• richer schedule modeling, including rotating shift rosters and shift-level capacity calendars
• deeper manufacturing structure, including subassemblies and multi-level BOM support
• continued growth in analytics cases, teaching notes, and adoption materials as the classroom library expands