Product notes

Mercury is being built as a practical FP&A home base for small companies.

The product direction in `docs/plan.md` and `docs/brand_guide.html` calls for a calm, executive-friendly interface backed by secure tenant-aware services. This page turns those documents into an at-a-glance implementation summary for the current scaffold.

North star

Design and product direction

Mercury should feel light, precise, and quietly premium. The UI should support serious financial work without relying on dark fintech tropes or generic dashboard chrome.

V1 is intentionally narrow: annual budgeting, actuals import, variance analysis, approvals, dashboards, and auditability in a single shared RavenDB Cloud database with tenant isolation by `organization_id`.

Implementation roadmap

Foundation

Phase 0
  • Brand-aligned Mercury shell
  • FastAPI scaffold with uv workflows
  • RavenDB Cloud connection planning
  • Clerk integration setup

Core setup

Phase 1
  • Organization bootstrap and role mapping
  • Fiscal year settings
  • Departments and chart of accounts
  • Tenant-safe repositories and services

Budgeting workflows

Phase 2+
  • Budget versions and approvals
  • CSV actuals import
  • Variance review and commentary
  • Executive dashboard summaries

Operations

Runtime health has its own home now

Mercury now exposes a dedicated operations page for live API and RavenDB checks, including auto-refresh and manual probe controls.

Open operations status