Michael
6df726e69e
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>
28 lines
2.0 KiB
CSV
28 lines
2.0 KiB
CSV
Date,Description,Vendor,Category,Amount,Account
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01/15/2025,“Stripe payout — weekly”,Stripe,Income,"+$3,450.00",Business Checking
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2025-01-15,Verizon business line,Verizon,—,($89.50),Business Checking
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Jan 18 2025,Adobe Creative Cloud ,Adobe,(blank),-$129.99,Business Checking
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1/27/25,Office supplies,Amazon,Supplies,-$74.20,Business Checking
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02/03/2025, Monthly office rent,Highland Properties,Rent,"$1,200.00",Business Checking
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Feb 5 2025,Account service fee,First National Bank,?,(50.00),Business Checking
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2025-01-09,Shipping labels,amazon.com,unknown,-$18.40,Business Checking
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1/22/25,Contractor — landing page,Bright Lane Design,TBD,- $599.88,Business Checking
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Jan 30 2025,Late fee adjustment,verizon,Utilities,-$12.00,Business Checking
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2025-01-11,Packaging tape,AMAZON.COM,Supplies,-$31.75,Business Checking
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01/06/2025,Client deposit — ACME Co,ACME Co,Income,"$2,500.00",Business Checking
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2025-01-20,Google Workspace,Google,Software,-$36.00,Business Checking
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Jan 24 2025,Fuel — delivery van,Shell,Vehicle,-$58.63,Business Checking
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1/28/25,QuickBooks subscription,Intuit,Software,-$80.00,Business Checking
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2025-01-15,Stripe payout weekly,Stripe,Income,3450.00,Business Checking
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01/15/2025,Verizon business line,Verizon,Utilities,-89.50,Business Checking
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2025-01-18,Adobe Creative Cloud,Adobe,Software,-129.99,Business Checking
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2025-02-03,Monthly office rent,Highland Properties,Rent,1200.00,Business Checking
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2025-02-05,Account service fee,First National Bank,Bank Fees,-50.00,Business Checking
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2025-01-22,Contractor landing page,Bright Lane Design,Contractors,-599.88,Business Checking
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02/10/2025,Client deposit — Globex,Globex,Income,"$1,800.00",Business Checking
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2025-02-12,Slack subscription,Slack,Software,-$96.00,Business Checking
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Feb 14 2025,Coffee — client meeting,Blue Bottle,Meals,-$23.10,Business Checking
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2/18/25,Insurance premium,Hartford,Insurance,-$240.50,Business Checking
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02/21/2025,Refund — returned printer,Staples,Supplies,$210.99,Business Checking
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Feb 25 2025,Domain renewal,Namecheap,Software,-$13.98,Business Checking
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