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demo: reconstruct sales demos for an accounting audience

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Replaces the Shopify / RevOps / Bookkeeper demo trio with three accounting
personas that share one buyer, each entering through a workflow where a
messy export costs money — all running the same saved 4-step pipeline:

- bank_reconciliation.csv (Bookkeeper): 26 -> 20 rows, 6 double-posted
  transactions caught after date+amount standardization.
- vendor_1099.csv (AP / 1099): 24 records -> 8 vendors, 7 missing EINs
  recovered via dedup merge — the 1099-complete story.
- ar_open_invoices.csv (AR): 26 -> 21 rows, 5 double-entered invoices
  removed, blank status backfilled from the twin row.

Every number is validated against the live engine and pinned by
tests/test_demo_pipelines.py (read path mirrors app_demo._load_demo:
dtype=str, keep_default_na=False). Rewires src/gui/app_demo.py PERSONAS
(keys bookkeeper / ap-1099 / ar-aging, accounting H1/sub/CTA) and rewrites
docs/DEMO-PLAN.md sections 3/4/7 with the validated outcomes.

(Repo hygiene forced by a partial-clone gap: finalizes the already-deleted,
unreferenced samples/messy_text.csv whose blob was unrecoverable.)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Michael
2026-06-22 18:52:39 +00:00
parent 38616d69e2
commit 6df726e69e
16 changed files with 404 additions and 441 deletions
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samples/demo/ar_open_invoices.csv Normal file
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Invoice,Client,Email,Invoice_Date,Due_Date,Amount,Status
INV-1007,ACME LLC,AP@Acme.com,03/04/2025,04/03/2025,"$1,250.00",Open
INV-1007, Acme LLC ,ap@acme.com,2025-03-04,2025-04-03,"1,250.00",(blank)
INV-1001,northwind traders,billing@northwind.com,Mar 6 2025,04/05/2025,$980,Overdue
INV-1002,Globex Corp,AR@Globex.com,3/11/25,4/10/25,"2,400.50",Sent
INV-1011,initech,accounts@initech.com,04/01/2025,05/01/2025,"$ 1,100.00",?
INV-1011,Initech,Accounts@Initech.com,2025-04-01,2025-05-01,1100,Open
INV-1003,Stark Industries,ap@stark.com,Mar 6 2025,Apr 6 2025,$75.00,Open
INV-1004,Wayne Enterprises,ar@wayne.com,03/15/2025,04/14/2025,($300.00),—
INV-1015,Hooli,billing@hooli.com,3/11/25,4/10/25,"$4,300.00",Overdue
INV-1015,hooli,Billing@Hooli.com,2025-03-11,2025-04-10,4300,(none)
INV-1005,Soylent Corp,ap@soylent.com,2025-03-20,2025-04-19,"$1,875.25",Sent
INV-1006,Umbrella Co,ar@umbrella.com,03/22/2025,04/21/2025,$640.00,TBD
INV-1019,Cyberdyne Systems,ap@cyberdyne.com,Mar 25 2025,04/24/2025,"$2,050.00",unknown
INV-1019,cyberdyne systems,AP@Cyberdyne.com,2025-03-25,2025-04-24,"2,050.00",Open
INV-1008,Vandelay Industries,ar@vandelay.com,3/28/25,4/27/25,$915.00,Overdue
INV-1009,Gekko & Co,billing@gekko.com,2025-03-30,2025-04-29,"$3,120.75",Open
INV-1010,Pied Piper,ap@piedpiper.com,04/02/2025,05/02/2025,$180,Sent
INV-1023,Tyrell Corp,ar@tyrell.com,04/05/2025,05/05/2025,($300.00),(blank)
INV-1023,Tyrell Corp,AR@Tyrell.com,2025-04-05,2025-05-05,-300.00,Open
INV-1012,Oscorp,ap@oscorp.com,Apr 8 2025,05/08/2025,"$5,000.00",Overdue
INV-1013,Nakatomi Trading,ar@nakatomi.com,4/9/25,5/9/25,$725.50,Sent
INV-1014,Bluth Company,billing@bluth.com,2025-04-10,2025-05-10,"$1,420.00",Open
INV-1016,Dunder Mifflin,ap@dundermifflin.com,04/12/2025,05/12/2025,$960.00,Overdue
INV-1017,Prestige Worldwide,ar@prestige.com,Apr 14 2025,05/14/2025,"$2,680.00",Sent
INV-1018,Sterling Cooper,billing@sterlingcooper.com,4/15/25,5/15/25,"$3,950.00",Open
INV-1020,Wonka Industries,ap@wonka.com,2025-04-18,2025-05-18,"$1,050.00",Overdue
1 Invoice Client Email Invoice_Date Due_Date Amount Status
2 INV-1007 ACME LLC AP@Acme.com 03/04/2025 04/03/2025 $1,250.00 Open
3 INV-1007 Acme LLC ap@acme.com 2025-03-04 2025-04-03 1,250.00 (blank)
4 INV-1001 northwind traders billing@northwind.com Mar 6 2025 04/05/2025 $980 Overdue
5 INV-1002 Globex Corp AR@Globex.com 3/11/25 4/10/25 2,400.50 Sent
6 INV-1011 initech accounts@initech.com 04/01/2025 05/01/2025 $ 1,100.00 ?
7 INV-1011 Initech Accounts@Initech.com 2025-04-01 2025-05-01 1100 Open
8 INV-1003 Stark Industries ap@stark.com Mar 6 2025 Apr 6 2025 $75.00 Open
9 INV-1004 Wayne Enterprises ar@wayne.com 03/15/2025 04/14/2025 ($300.00) —
10 INV-1015 Hooli billing@hooli.com 3/11/25 4/10/25 $4,300.00 Overdue
11 INV-1015 hooli Billing@Hooli.com 2025-03-11 2025-04-10 4300 (none)
12 INV-1005 Soylent Corp ap@soylent.com 2025-03-20 2025-04-19 $1,875.25 Sent
13 INV-1006 Umbrella Co ar@umbrella.com 03/22/2025 04/21/2025 $640.00 TBD
14 INV-1019 Cyberdyne Systems ap@cyberdyne.com Mar 25 2025 04/24/2025 $2,050.00 unknown
15 INV-1019 cyberdyne systems AP@Cyberdyne.com 2025-03-25 2025-04-24 2,050.00 Open
16 INV-1008 Vandelay Industries ar@vandelay.com 3/28/25 4/27/25 $915.00 Overdue
17 INV-1009 Gekko & Co billing@gekko.com 2025-03-30 2025-04-29 $3,120.75 Open
18 INV-1010 Pied Piper ap@piedpiper.com 04/02/2025 05/02/2025 $180 Sent
19 INV-1023 Tyrell Corp ar@tyrell.com 04/05/2025 05/05/2025 ($300.00) (blank)
20 INV-1023 Tyrell Corp AR@Tyrell.com 2025-04-05 2025-05-05 -300.00 Open
21 INV-1012 Oscorp ap@oscorp.com Apr 8 2025 05/08/2025 $5,000.00 Overdue
22 INV-1013 Nakatomi Trading ar@nakatomi.com 4/9/25 5/9/25 $725.50 Sent
23 INV-1014 Bluth Company billing@bluth.com 2025-04-10 2025-05-10 $1,420.00 Open
24 INV-1016 Dunder Mifflin ap@dundermifflin.com 04/12/2025 05/12/2025 $960.00 Overdue
25 INV-1017 Prestige Worldwide ar@prestige.com Apr 14 2025 05/14/2025 $2,680.00 Sent
26 INV-1018 Sterling Cooper billing@sterlingcooper.com 4/15/25 5/15/25 $3,950.00 Open
27 INV-1020 Wonka Industries ap@wonka.com 2025-04-18 2025-05-18 $1,050.00 Overdue