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OpenBooks v0.1.0-alpha.3 — Community Preview

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@braedonsaunders braedonsaunders released this 05 Aug 18:40

The first public community preview of OpenBooks.

Accounting and operations

  • PostgreSQL-enforced double-entry ledger, exact decimal money arithmetic,
    periods and close controls, audit evidence, receivables, payables, payments,
    banking, reconciliation, budgets, tax workpapers, and income-tax provisions
  • Multi-currency, multi-book, multi-subsidiary, intercompany, consolidation,
    eliminations, non-controlling interest, and goodwill configuration
  • Inventory costing and reconciliation, fixed assets and tax pools, project
    accounting, time and job costing, construction progress billing, retainage,
    change orders, and project revenue recognition
  • Configurable transaction approvals and workflows, reports and analytics,
    saved searches, exports, custom fields and records, scripts, apps, API keys,
    backups, sandboxes, and optional AI assistance

First-run experience

  • Adaptive company setup that uses industry, size, entity structure, currency,
    operational complexity, and control requirements to shape the workspace
  • Three progressive operating profiles—Essentials, Growing, and Advanced—with
    authoritative feature gates that remain fully adjustable in Company Settings
  • Go-live readiness guidance from company identity and fiscal calendar through
    opening balances, controls, and first month-end close
  • RLS-isolated industry sample-company imports for evaluation and training
  • Maintained country tax packs for Canada, the United States, Australia, New
    Zealand, the United Kingdom, Germany, France, Spain, Italy, the Netherlands,
    Ireland, Singapore, India, South Africa, the UAE, and Japan

Data, integrations, and platform

  • Generic migration and mirror framework with adapter-scoped source identities
    for NetSuite, QuickBooks, Xero, ERPNext, Odoo, and Microsoft Dynamics
  • Governed tenant-scoped query console with schema browsing, contextual table
    actions, and access only through reviewed reporting views
  • Platform controls for apps, scripts, API documentation and keys, MCP, query
    tools, workflows, sandboxes, and AI features
  • English, French, Spanish, German, Brazilian Portuguese, Chinese, and Japanese
    locale catalogs

Deployment, security, and integrity

  • One-command Docker Compose installation using separate database-owner and
    constrained runtime roles, generated secrets, health checks, MinIO, Redis,
    web, worker, and migration-first startup
  • Multi-platform GHCR image built once, scanned at the exact digest, retagged
    without rebuilding, and published with provenance attestation
  • One audited canonical PostgreSQL baseline for clean installations, plus
    release tests for row-level security, source identity, setup provisioning,
    accounting invariants, and documented claims
  • Production startup rejection of database roles that can bypass tenant RLS;
    tenant context is enforced across APIs, integrations, scripts, query tools,
    and background jobs
  • Product-neutrality, history-hygiene, secret, dependency, container, and
    workflow checks in the release and security pipelines

Known limitations

  • This is alpha software and has not completed an independent accounting audit,
    security audit, or broad production validation. Start with test or parallel
    books and reconcile all opening balances, tax treatment, permissions,
    reports, backups, and jurisdiction-specific requirements.
  • Country packs provide maintained configuration, workpapers, and exports; they
    are not universal electronic-filing certification or professional tax advice.
  • The included Compose deployment is a single-host installation. A separate HA
    application-tier reference is provided, but operators remain responsible for
    production-grade database, cache, object-storage, ingress, monitoring,
    backup, and recovery infrastructure.

Operator action

  • Fresh installations bootstrap directly from the canonical baseline.
  • Keep the generated .env.compose file secure and back it up; it contains the
    first administrator login and deployment secrets.
  • Before using OpenBooks as a system of record, complete a restore rehearsal and
    the validation steps in the upgrade and backup runbooks.