Roadmap

Product Roadmap

Track feature development across priority tiers.

Last updated Apr 26, 2026

Milestone 1

100% 44/44

Milestone 2

64% 28/44

Milestone 3

6% 1/17

Future

0% 0/3
Milestone 1 44/44 features

Accounts & Identity

8/8

Multi-tenant identity, authentication, and organization management.

User registration v0.1.0

Password and magic link authentication

Organization management v0.1.0

Create/manage orgs with type (research, funding, provider, personal)

Person profiles v0.1.0

Profile and org membership with role assignment

Early access gate v0.1.0

Invite-code registration flow

Role-based access v0.1.0

Admin, member, contact roles per organization

Personal accounts v0.1.0

Auto-created personal workspace on registration

Funding org type v0.4.0

Organization type for funding bodies (e.g., DSS)

Provider org type v0.4.0

Organization type for service delivery partners

Funding Management

10/10

Fund allocation from funding bodies to research programs.

Fund CRUD v0.4.0

Create/manage funding pools for funding organizations

Research program CRUD v0.4.0

Create/manage research program templates

Fund allocation v0.4.0

Allocate funds to research programs (ResearchProgramFund)

Allocation budget validation v0.4.0

Ensure allocations don't exceed fund total

Org-type enforcement v0.4.0

Only funding orgs can own funds

Fund comments & attachments v0.5.0

Resource-attached messages and files on funds

Allocation details v0.5.0

Fund and research program shown on allocation detail pages

Search lookups v0.5.0

Search funds and research programs in forms

Soft deletes v0.4.0

Archive funds and allocations instead of hard delete

Audit trail v0.4.0

Track all changes to funding resources

Collaboration

5/5

Resource-attached messaging and team communication.

Messages feed v0.5.0

Threaded conversations attached to any resource

@mentions v0.5.0

Tag team members in messages

Inline media v0.5.0

Photo/video attachments within messages

Soft-delete messages v0.5.0

Deleted messages show as "removed"

Organization messages v0.5.0

Messages on organization resources

Content & Attachments

4/4

File uploads and media management.

File uploads v0.5.0

S3-backed file attachments with media processing

Resource attachments v0.5.0

Attach files to any resource (organization, fund, etc.)

Message attachments v0.5.0

Inline attachments within messages

Image processing v0.5.0

Thumbnail generation and image optimization

Notifications & Alerts

3/3

In-app notifications, push, and email.

@mention notifications v0.5.0

In-app alerts when tagged in a message

Notification bell v0.5.0

Real-time notification dropdown with badge

Transactional email v0.1.0

Email delivery via Resend

Platform & Infrastructure

11/11

Cross-cutting platform capabilities.

Multi-tenancy v0.1.0

Organization-scoped data isolation

Audit trail v0.4.0

AshPaperTrail on all resources

Staging deployment v0.3.0

Fly.io with auto-migration

CI/CD pipeline v0.3.0

Automated testing and deployment

Theme toggle v0.2.0

Light/dark mode

Changelog page v0.2.0

In-app changelog with release notes

DeliveryFramework v0.1.0

Reusable UI framework package

Soft deletes v0.4.0

AshArchival across resources

Persona seeder v0.5.0

Seed development data matching stakeholder roles

Project docs viewer v0.7.0

In-app markdown docs browser backed by GitHub API

Global search v0.12.0

Cross-resource navbar search with grouped dropdown and full-text matching

Help & Support

3/3

Tools that help users find answers and report problems.

Issue reporting v0.13.0

File issues directly from inside the app, backed by GitHub Issues

Issue attachments v0.13.0

Attach screenshots, PDFs, spreadsheets, Word documents, and logs to issues; images render inline in-app and on GitHub

Markdown live preview v0.13.0

Toggle between Write and Preview tabs when drafting issue descriptions

Milestone 2 28/44 features

Accounts & Identity

0/2

Multi-tenant identity, authentication, and organization management.

Invitation flow

Invite users to organization via email

Ethics clearance tracking

Track ethics clearance for identifiable data access

Funding Management

0/2

Fund allocation from funding bodies to research programs.

Fund financial summary

Dashboard showing total allocated vs remaining per fund

Multi-program fund view

Visualize fund distribution across research programs

Contract Management

6/6

Agreements between funding bodies and delivery providers.

Contract CRUD v0.6.0

Create contracts linking a fund to a provider organization

Contract-program linking v0.6.0

Schedule funded programs within a contract (ContractResearchProgramFund)

Work order generation v0.6.0

Generate quarterly billing periods per contract program

Work order status v0.6.0

Track work order lifecycle (draft, active, completed, cancelled) via AshStateMachine

Contract documents v0.6.0

Attach compliance documents and contracts

Contract messaging v0.6.0

Resource-attached messages on contracts

Program Delivery

6/7

Program scheduling, session management, and delivery tracking.

Program CRUD v0.8.0

Create scheduled program instances under work orders

Session scheduling v0.9.0

Create individual sessions within a program (in-person or online)

Video conferencing

Link sessions to video meetings (Zoom, Teams)

Session expenses v0.9.0

Record costs per session (travel, materials, venue)

Program status v0.8.0

Track program lifecycle (planning hold through completed/cancelled with nine states)

Program messaging v0.8.0

Resource-attached messages on programs

Program materials v0.8.0

Attach resources and materials to programs

Participant Management

2/3

Participant enrolment, attendance tracking, and outcomes.

Enrolment v0.10.0

Enrol participants (persons) in programs

Attendance tracking v0.10.0

Record attendance per session per enrolment

Attendance marking In progress

Facilitators mark present/absent per session

Billing & Invoicing

0/3

Invoice generation and line-item tracking.

Invoice generation

Generate invoices from work orders

Invoice line items

Aggregate billable items (expenses, attendance, enrolments, sessions)

Invoice submission

Providers submit invoices to funding org

Facilitator Management

3/3

Facilitator accreditation, assignment, and tracking.

Facilitator accreditation v0.8.0

Link person as accredited facilitator under a work order with six-stage accreditation tracking

Program assignment v0.8.0

Assign facilitators to programs (ProgramFacilitator) with cross-work-order validation

Co-facilitation model v0.8.0

Support service provider + parent peer facilitator types

Collaboration

3/3

Resource-attached messaging and team communication.

Contract messages v0.6.0

Messages on contract resources

Program messages v0.8.0

Messages on program resources

Work order messages v0.6.0

Messages on work order resources

Content & Attachments

2/2

File uploads and media management.

Contract attachments v0.6.0

Compliance documents on contracts

Program attachments v0.8.0

Training materials on programs

Notifications & Alerts

0/2

In-app notifications, push, and email.

Contract status notifications

Alert on contract status changes

Session reminders

Remind facilitators and participants of upcoming sessions

Surveys & Evaluation

3/6

Dual-engine survey delivery for participant outcome measurement: in-app SurveyJS (default) and legacy REDCap.

Survey template authoring v0.11.0

Create polymorphic Survey templates attached to a ProgramFund, including a SurveyJS Creator visual designer

SurveyResponse proactive creation

Workflow materializes :pending responses per applicable Survey on Enrolment activation

SurveyJS engine (default) v0.11.0

Render/submit SurveyJS forms; store responses as JSONB in EMS

REDCap engine (legacy)

Link surveys to REDCap instruments and records; webhook status updates

Participant survey portal (authenticated) v0.11.0

LiveView listing pending SurveyResponses for the logged-in participant

Signed-token survey link (unauthenticated)

Public route /s/:token for participants without accounts (both engines)

Reporting & Analytics

3/3

Insights and reporting capabilities.

JSON:API export surface v0.13.0

Pull live data on persons, delivery programs, attendance, and survey responses out of EMS via a structured export feed

Personal API tokens v0.13.0

Generate per-user access tokens for connecting reporting tools securely (system admins only)

Analytics notebooks viewer v0.13.0

Browse and view interactive Marimo dashboards inside the platform

Help & Support

0/2

Tools that help users find answers and report problems.

Webhook-driven notifications

Receive in-app alerts on github.com-side issue activity (comments, state changes)

Notification preferences

Per-user opt-in for which broadcast notification categories to receive on which channels

Milestone 3 1/17 features

Accounts & Identity

0/1

Multi-tenant identity, authentication, and organization management.

Access expiration

Auto-expire participant access 12 months after last attendance

Contract Management

0/1

Agreements between funding bodies and delivery providers.

Contract amendments

Version or amend contract terms

Participant Management

0/2

Participant enrolment, attendance tracking, and outcomes.

Participant portal

Participants view their programs, sessions, and attendance

De-identified access

Facilitators see de-identified participant info

Billing & Invoicing

0/2

Invoice generation and line-item tracking.

Invoice approval

Funding org reviews and approves invoices

Billing rates

Configure per-session, per-attendance, per-enrolment rates

Facilitator Management

0/2

Facilitator accreditation, assignment, and tracking.

Training status

Track facilitator training completion and certification

Accreditation expiry

Track and alert on facilitator certification expiry

Notifications & Alerts

0/2

In-app notifications, push, and email.

Invoice notifications

Notify on invoice submission and approval

Accreditation expiry alerts

Alert training managers on upcoming expiry

Surveys & Evaluation

1/2

Dual-engine survey delivery for participant outcome measurement: in-app SurveyJS (default) and legacy REDCap.

Survey phase enum v0.11.0

Pre / post / follow-up / other classification on Survey

Outcome analysis

Aggregate survey results across programs

Platform & Infrastructure

0/1

Cross-cutting platform capabilities.

Localization

i18n with language switcher

Reporting & Analytics

0/3

Insights and reporting capabilities.

Fund utilization reports

Track fund allocation and spend across programs

Delivery metrics

Session completion, attendance rates per program

Contract performance

Work order progress and billing against budget

Help & Support

0/1

Tools that help users find answers and report problems.

Contextual help

Inline help and guidance on key pages

Future 0/3 features

Notifications & Alerts

0/1

In-app notifications, push, and email.

Web push notifications

Browser push alerts for mobile/desktop

Reporting & Analytics

0/2

Insights and reporting capabilities.

Evaluation outcomes

Aggregate survey/outcome data across sites

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