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>
Michael
6df726e69e