Roadmap
TheCompanyApp's development roadmap, outlining planned enhancements and future direction.
Vision
Transform TheCompanyApp from a comprehensive operations platform into an AI-powered intelligent business assistant that anticipates needs, automates workflows, and provides actionable insights.
Short Term (Q1-Q2 2026)
Enhanced Reporting & Analytics
Goal: Provide business intelligence without leaving the app.
Inventory Reports
Stock valuation by category
Low stock prediction based on usage trends
Turnover rate analysis
Dead stock identification
Order Analytics
Sales trends (daily, weekly, monthly)
Top customers by revenue
Average order value tracking
Order fulfillment time analysis
Financial Dashboards
Payment collection rate
Outstanding receivables aging
Revenue by product category
Profit margin analysis (when cost data available)
Implementation: SwiftUI Charts framework integration
Export Functionality
Goal: Enable data portability and external analysis.
Export Formats
Excel (.xlsx) for inventory, orders, contacts
CSV for programmatic access
PDF reports for sharing with stakeholders
Export Options
Filtered exports (by date range, category, status)
Full company data dump
Selective entity exports
Scheduled exports (daily/weekly summaries)
Implementation: Leverage xlsx.full.min.js for Excel, native PDFKit for PDF
Improved Team Permissions
Goal: Granular access control for larger organizations.
Role-Based Access Control (RBAC)
Predefined roles: Admin, Manager, Staff, Viewer
Custom roles with permission builder
Per-module permissions (can access Orders but not Finance)
Field-level restrictions (hide cost from some users)
Department Hierarchy
Active use of existing Department entity
Department-based data filtering
Cross-department reporting for managers
Department transfer workflows
Implementation: Expand AccessControl entity, add middleware permission checks
Barcode Label Printing
Goal: Print warehouse labels from the app.
Label Generation
QR code labels for items
Barcode labels with item info
Shelf/location labels
Batch label generation
Print Integration
AirPrint to wireless printers
Dedicated label printer support (Zebra, Dymo)
Label templates (small, medium, large)
Preview before print
Implementation: Extend LableRenderView.swift (currently basic)
Medium Term (Q3-Q4 2026)
AI-Powered Insights (Enterprise Tier)
Goal: Leverage Apple's ML frameworks for intelligent recommendations.
Demand Forecasting
Predict future inventory needs based on historical sales
Seasonal trend detection
Reorder point optimization
Anomaly Detection
Unusual order patterns (fraud detection)
Inventory shrinkage alerts
Delivery delays prediction
Smart Recommendations
Suggested upsells based on order history
Automated stock reordering triggers
Customer churn prediction
Implementation: Core ML models trained on anonymized aggregate data
Advanced Dispatch Features
Goal: Comprehensive logistics management.
Route Optimization
Multi-stop delivery route planning
MapKit integration for visual routes
Time window constraints
Driver assignment optimization
Real-Time Tracking
Live driver location sharing
ETA updates to customers
Delivery proof of receipt (signature/photo)
Push notifications on delivery status
Returns Management
Return authorization workflow
Return tracking with reason codes
Auto-refund triggers
Restocking logic
CRM Enhancements
Goal: Deepen customer relationship management.
Communication History
Email integration (view sent emails)
Call log integration (via CallKit)
Meeting notes and follow-ups
Timeline view of all interactions
Customer Segmentation
Automatic grouping by spend, recency
Custom segments for campaigns
VIP customer flagging
Marketing Actions
Email template library
Bulk email campaigns
SMS notifications (via third-party)
Campaign performance tracking
Third-Party Integrations
Goal: Connect with external systems.
Accounting Software
QuickBooks Online sync
Xero integration
Auto-export invoices and payments
Two-way sync (customer, product)
E-Commerce Platforms
Shopify order import
WooCommerce integration
Auto-inventory updates to website
Communication Tools
Slack notifications for team events
Microsoft Teams integration
Calendar sync (iCal, Google Calendar)
Implementation: RESTful API wrapper for each service
Long Term (2027+)
Multi-Platform Support
Goal: Extend beyond iOS ecosystem while maintaining quality.
macOS Native App
Catalyst-based macOS version
Full keyboard navigation
Multi-window support
Menu bar quick actions
Web Portal (View-Only)
Read-only web interface for stakeholders
Real-time dashboard via WebSocket
No login required (secure token-based access)
Embedding in external sites
Industry-Specific Templates
Goal: Pre-configured setups for common verticals.
Retail Template
Point-of-sale workflow
Customer loyalty tracking
Gift card management
Service & Repair Template
Service ticket workflow
Technician scheduling
Parts usage tracking
Service history
Wholesale Template
Bulk pricing tiers
Pallet/case tracking
Distributor management
Advanced Analytics & BI
Goal: Enterprise-grade business intelligence.
Custom Dashboards
Drag-and-drop dashboard builder
Widget library (charts, KPIs, tables)
Save and share dashboards with team
Predictive Analytics
Cash flow forecasting
Inventory optimization models
Customer lifetime value prediction
Churn risk scoring
Data Warehouse
Historical data retention (beyond CloudKit limits)
Data warehouse export for BI tools
Integration with Tableau, Power BI
Offline-First Enhancements
Goal: Improved functionality without internet.
Conflict Resolution UI
Show conflicting changes side-by-side
User-driven merge decisions
Conflict history log
Offline Mode Indicator
Clear sync status in UI
Pending changes counter
Manual sync trigger
Selective Sync
Choose which companies to sync locally
On-demand data fetching
Storage optimization for devices
Feature Requests Under Consideration
Community-requested features being evaluated:
Recurring Orders: Auto-generate repeat orders on schedule
Purchase Orders: Track supplier orders (not just sales)
Manufacturing Module: Bill of materials, production tracking
Time Tracking: Employee hours, project time
Equipment Rentals: Rental agreement tracking, availability calendar
Multi-Currency: Real currency conversion, not just labels
Custom Fields: User-defined fields per entity
API Access: RESTful API for custom integrations
What We Won't Build
To maintain focus and quality:
❌ Social Media Integration: Not a marketing platform ❌ Built-in Payments: Use existing payment processors ❌ Public Marketplace: Not competing with Shopify/Amazon ❌ HR/Payroll: Use specialized HR software ❌ Compliance Modules: Industry-specific compliance (HIPAA, SOX) requires specialists
Contribution & Feedback
While TheCompanyApp is not open-source, user feedback drives the roadmap.
How to Influence Priority:
TestFlight feedback submissions
Feature request emails to support
Usage analytics (which features are most used)
Enterprise customer requests
Roadmap Principles
All features must meet these criteria:
Native-First: Leverage Apple platforms, don't compromise for cross-platform
Performance: No feature should degrade app responsiveness
Privacy: User data stays secure and private
Simplicity: Complex features must have simple interfaces
Value: Must solve real pain points, not add complexity
Release Cadence
Major Updates: Quarterly (Q1, Q2, Q3, Q4)
Minor Updates: Monthly (bug fixes, small enhancements)
Hotfixes: As needed (critical bugs, security)
Current Version: 1.0 (February 2026) Next Major Release: 1.1 (May 2026) — Analytics & Export
Get Involved
Beta Testing: Join TestFlight beta program
Early Access: Enterprise customers get preview builds
Feedback: [email protected]
Last Updated: February 2026 Next Review: May 2026
Last updated