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>
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| 1 | Invoice | Client | 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 |