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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/bank_reconciliation.csv Normal file
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Date,Description,Vendor,Category,Amount,Account
01/15/2025,“Stripe payout — weekly”,Stripe,Income,"+$3,450.00",Business Checking
2025-01-15,Verizon business line,Verizon,—,($89.50),Business Checking
Jan 18 2025,Adobe Creative Cloud ,Adobe,(blank),-$129.99,Business Checking
1/27/25,Office supplies,Amazon,Supplies,-$74.20,Business Checking
02/03/2025, Monthly office rent,Highland Properties,Rent,"$1,200.00",Business Checking
Feb 5 2025,Account service fee,First National Bank,?,(50.00),Business Checking
2025-01-09,Shipping labels,amazon.com,unknown,-$18.40,Business Checking
1/22/25,Contractor — landing page,Bright Lane Design,TBD,- $599.88,Business Checking
Jan 30 2025,Late fee adjustment,verizon,Utilities,-$12.00,Business Checking
2025-01-11,Packaging tape,AMAZON.COM,Supplies,-$31.75,Business Checking
01/06/2025,Client deposit — ACME Co,ACME Co,Income,"$2,500.00",Business Checking
2025-01-20,Google Workspace,Google,Software,-$36.00,Business Checking
Jan 24 2025,Fuel — delivery van,Shell,Vehicle,-$58.63,Business Checking
1/28/25,QuickBooks subscription,Intuit,Software,-$80.00,Business Checking
2025-01-15,Stripe payout weekly,Stripe,Income,3450.00,Business Checking
01/15/2025,Verizon business line,Verizon,Utilities,-89.50,Business Checking
2025-01-18,Adobe Creative Cloud,Adobe,Software,-129.99,Business Checking
2025-02-03,Monthly office rent,Highland Properties,Rent,1200.00,Business Checking
2025-02-05,Account service fee,First National Bank,Bank Fees,-50.00,Business Checking
2025-01-22,Contractor landing page,Bright Lane Design,Contractors,-599.88,Business Checking
02/10/2025,Client deposit — Globex,Globex,Income,"$1,800.00",Business Checking
2025-02-12,Slack subscription,Slack,Software,-$96.00,Business Checking
Feb 14 2025,Coffee — client meeting,Blue Bottle,Meals,-$23.10,Business Checking
2/18/25,Insurance premium,Hartford,Insurance,-$240.50,Business Checking
02/21/2025,Refund — returned printer,Staples,Supplies,$210.99,Business Checking
Feb 25 2025,Domain renewal,Namecheap,Software,-$13.98,Business Checking
1 Date Description Vendor Category Amount Account
2 01/15/2025 “Stripe payout — weekly” Stripe Income +$3,450.00 Business Checking
3 2025-01-15 Verizon business line Verizon — ($89.50) Business Checking
4 Jan 18 2025 Adobe Creative Cloud Adobe (blank) -$129.99 Business Checking
5 1/27/25 Office supplies Amazon Supplies -$74.20 Business Checking
6 02/03/2025 Monthly office rent Highland Properties Rent $1,200.00 Business Checking
7 Feb 5 2025 Account service fee First National Bank ? (50.00) Business Checking
8 2025-01-09 Shipping labels amazon.com unknown -$18.40 Business Checking
9 1/22/25 Contractor — landing page Bright Lane Design TBD - $599.88 Business Checking
10 Jan 30 2025 Late fee adjustment verizon Utilities -$12.00 Business Checking
11 2025-01-11 Packaging tape AMAZON.COM Supplies -$31.75 Business Checking
12 01/06/2025 Client deposit — ACME Co ACME Co Income $2,500.00 Business Checking
13 2025-01-20 Google Workspace Google Software -$36.00 Business Checking
14 Jan 24 2025 Fuel — delivery van Shell Vehicle -$58.63 Business Checking
15 1/28/25 QuickBooks subscription Intuit Software -$80.00 Business Checking
16 2025-01-15 Stripe payout weekly Stripe Income 3450.00 Business Checking
17 01/15/2025 Verizon business line Verizon Utilities -89.50 Business Checking
18 2025-01-18 Adobe Creative Cloud Adobe Software -129.99 Business Checking
19 2025-02-03 Monthly office rent Highland Properties Rent 1200.00 Business Checking
20 2025-02-05 Account service fee First National Bank Bank Fees -50.00 Business Checking
21 2025-01-22 Contractor landing page Bright Lane Design Contractors -599.88 Business Checking
22 02/10/2025 Client deposit — Globex Globex Income $1,800.00 Business Checking
23 2025-02-12 Slack subscription Slack Software -$96.00 Business Checking
24 Feb 14 2025 Coffee — client meeting Blue Bottle Meals -$23.10 Business Checking
25 2/18/25 Insurance premium Hartford Insurance -$240.50 Business Checking
26 02/21/2025 Refund — returned printer Staples Supplies $210.99 Business Checking
27 Feb 25 2025 Domain renewal Namecheap Software -$13.98 Business Checking