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vangel76andClaude Opus 5.5
400ab591cb
A value field can be a calculated field whose formula is evaluated on the sums of the fields it names for each report cell (Excel's documented semantics). Command to add/change/delete, dialog from the field pane, XLSX cacheField formula round trip. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
7.5 KiB
7.5 KiB
Roadmap detail
Last reviewed: 2026-10-11 · Last updated: 2026-10-11 · Change: minor (PivotTable calculated fields) · Target: Microsoft Excel (Microsoft 365)
Forward-looking plan. The one-page summary is ROADMAP.md; the ranked work
list is gaps.md; numbers and method are in
target-app-parity.md. Estimates are Opus 5.5 agent-hours.
Current focus
- Review and land the open PR queue (50 PRs on 2026-10-10): recalc and spill fixes (#148,
#155, #156, #157), whole-sheet and large-range fixes (#151, #152, #153, #154), chart kinds
(#158, #161), macOS document open (#164, #167), German UI, numbers and formulas (#163),
15-digit comparison (#187). 8–15 h. Language work should extend the new
i18ncatalog past the ribbon rather than add scattered literals. - XLSX on real files (gaps #1, #3): corpus run plus Excel opening our output.
- Large workbooks and multi-threaded recalc (gap #2).
Alpha gate
The core workflows a typical Excel user runs every day, checked end to end on the main platform (macOS desktop), including saving and reopening the work. Any "no", or a "partial" that blocks the workflow, would make GridCraft pre-alpha.
| Core workflow | Works end to end? | Evidence | Hours to pass |
|---|---|---|---|
| Build a model: enter data and formulas, recalc, save XLSX, reopen | yes | 492 working functions, dynamic arrays, LET/LAMBDA, names, tables; XLSX round-trip tests (crates/xlsx/src/tests/roundtrip.rs). Edge-case bugs (#57 15-digit equality, stale spills #133/#139) give wrong results in specific cases, not in the workflow |
0 (fixes are beta work, gap #6) |
| Open a colleague's XLSX, edit, save, hand it back | partial, not blocking | Typical workbooks open and save with cells, styles, CF, validation, tables, names and pivots; unmodelled parts are dropped with a warning (gap #3); Excel-side repair prompts unverified (gap #1); ~100 MB files fail (#175) | 0 for alpha (gaps #1–#3 are beta gates) |
| Format and present: number formats, styles, conditional formatting, print or PDF | yes | Full number-format language, 47 cell styles, all CF kinds, Page Break Preview, PDF export and printing. PDF can't carry non-Latin text (gap #5) | 0 |
| Analyze: sort, filter, tables, PivotTable | yes | Multi-level sort, AutoFilter, tables with totals, PivotTables with field list, layouts, grouping, refresh and XLSX round-trip. Calculated fields done; slicers missing (gap #8) | 0 |
| Chart the data | partial, not blocking | Column, bar, line, pie, area, scatter and combo charts are created, edited and survive save and reopen; histogram, box, waterfall, funnel, treemap, sunburst and stock lose their kind in XLSX (fix in PRs #158, #161); no axis options or trendlines (gap #4) | 0 for alpha (2–4 h to merge the kind fixes) |
| Import and export CSV | yes | Encoding and delimiter detection on read, CSV/TSV write; exports raw rather than displayed values (gap #19) | 0 |
Passes: every core workflow works end to end on macOS with save and reopen; the two partial rows lose fidelity only on less common content (very large files, unmodelled parts, advanced chart kinds), which are beta gates, not alpha blockers. Ready for real work ~50% is inside the 40–75% alpha band.
Beta gates
Beta means: ~75% ready for real work, opens and saves XLSX reliably, remaining gaps are known bugs and edge features. Each gate links its gap.
| Gate | Gap | Hours |
|---|---|---|
| XLSX proven on a real-world corpus; Excel opens our output without repair | #1 | 15–25 |
| Unmodelled XLSX parts preserved on save | #3 | 10–15 |
| 100 MB workbooks open; 1M rows usable; multi-threaded recalc; 100k-edit recalc < 100 ms | #2 | 25–40 |
| Charts: kinds and options survive round trip; axes, trendlines, error bars | #4 | 25–35 |
| Text in every script renders and exports | #5 | 12–20 |
| Calculation correctness bugs closed; iterative calculation | #6 | 10–15 |
.xls import, password-protected workbooks |
#7 | 28–42 |
| PivotTables: slicers, calculated fields, PivotCharts, verified in Excel | #8 | 20–30 |
| Keyboard: key tips, shortcut audit, context menus | #9 | 12–20 |
| Field crashes and freezes closed; autosave/recovery soak | #10 | 8–12 |
| Total | ~165–255 (≈160–240 after overlap with the PR queue) |
With 4–5 agents and an integrator, about 40–60 wall-clock hours. Needs the owner: running Excel to check our files, and Windows machines with the reported GPU drivers.
Milestones
| # | Milestone | Status |
|---|---|---|
| M0 | Foundation: core, number formats, formula language, functions, model, calc, XLSX/CSV, engine | done |
| M1 | Excel look: chrome, ribbon, formula bar, grid, tabs, status bar, control channel | done (polish continues) |
| M2 | Formatting completeness | done |
| M3 | Editing power (AutoComplete, spelling, drag-move/copy) | done |
| M4 | Data (advanced filter, consolidate, what-if) | most; Solver, ToolPak and Power Query remain |
| M5 | Formulas tab (trace arrows, watch window, evaluate, error checking) | done |
| M6 | Conditional formatting manager parity | done |
| M7 | Charts parity | partial; Format pane in; axes, trendlines, error bars, round-trip remain |
| M8 | Insert & Review | partial; ink, icons, comments pane in |
| M9 | Page layout & print | most; Page Layout view remains |
| M10 | PivotTables, Solver, Analysis ToolPak | PivotTables in; slicers, Solver, ToolPak remain |
| M11 | Automation (record actions, scripts) | done |
| M12 | Performance, accessibility, i18n | partial; i18n not started |
| M13 | Release & polish | releases shipping (v0.2.0–v0.4.0, signed) |
| M14 | Beta gates (table above) | not started as a milestone; parts in open PRs |
| M15 | Localization infrastructure and the twelve languages | started: ribbon catalog in ja, zh, ko, pt-BR, ru (#31, #104, #82); German in PR #163 |
| M16 | Get & Transform, data model | not started |
After beta (ranked)
| Work | Gap | Hours |
|---|---|---|
| Localization: catalog past the ribbon, then twelve languages | #11 | 100–165 |
| Get & Transform and the data model | #12 | 60–100 |
| Solver, Analysis ToolPak, Forecast Sheet | #13 | 22–35 |
| Remaining functions, oracle suite | #15 | 18–30 |
| Collaboration and review | #16 | 35–55 |
| Insert objects | #17 | 25–40 |
| Accessibility | #18 | 12–18 |
| Page Layout view, print polish | #14 | 12–20 |
| Mobile layout | #23 | 30–60 |
| AI features with local models | #22 | 30–50 |
| Plugin / custom-function API | #21 | 25–40 |
Measuring
cargo xtask parityregeneratesparity-checklist.md(ribbon catalog vs registered commands);cargo xtask cichecks it is current.cargo test --workspace: engine, formula, function, XLSX and UI behaviour.cargo run --release -p gridcraft-ui-egui --example snapshot -- --sample sales out.png: look at the UI offscreen.- Function coverage: the script method in function-parity.md. A
cargo xtask functionsthat diffs the registry against a checked-in Excel name list would make it a CI number (1–2 h). - No
cargo xtask scorecardorbenchyet.
Revision history
| Date | Change | Summary |
|---|---|---|
| 2026-10-11 | minor | PivotTable calculated fields landed |
| 2026-10-10 | minor | Current focus and M15 updated for the 10-10 merges |
| 2026-10-10 | minor | Added the alpha gate table (six core workflows; passes, stays alpha) |
| 2026-10-10 | major | Created: current focus, beta gates (~160–240 h), milestones moved from ROADMAP.md, post-beta ranking |