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
Invoice,Client,Email,Invoice_Date,Due_Date,Amount,Status
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INV-1007,ACME LLC,AP@Acme.com,03/04/2025,04/03/2025,"$1,250.00",Open
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INV-1007, Acme LLC ,ap@acme.com,2025-03-04,2025-04-03,"1,250.00",(blank)
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INV-1001,northwind traders,billing@northwind.com,Mar 6 2025,04/05/2025,$980,Overdue
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INV-1002,Globex Corp,AR@Globex.com,3/11/25,4/10/25,"2,400.50",Sent
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INV-1011,initech,accounts@initech.com,04/01/2025,05/01/2025,"$ 1,100.00",?
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INV-1011,Initech,Accounts@Initech.com,2025-04-01,2025-05-01,1100,Open
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INV-1003,Stark Industries,ap@stark.com,Mar 6 2025,Apr 6 2025,$75.00,Open
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INV-1004,Wayne Enterprises,ar@wayne.com,03/15/2025,04/14/2025,($300.00),—
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INV-1015,Hooli,billing@hooli.com,3/11/25,4/10/25,"$4,300.00",Overdue
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INV-1015,hooli,Billing@Hooli.com,2025-03-11,2025-04-10,4300,(none)
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INV-1005,Soylent Corp,ap@soylent.com,2025-03-20,2025-04-19,"$1,875.25",Sent
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INV-1006,Umbrella Co,ar@umbrella.com,03/22/2025,04/21/2025,$640.00,TBD
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INV-1019,Cyberdyne Systems,ap@cyberdyne.com,Mar 25 2025,04/24/2025,"$2,050.00",unknown
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INV-1019,cyberdyne systems,AP@Cyberdyne.com,2025-03-25,2025-04-24,"2,050.00",Open
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INV-1008,Vandelay Industries,ar@vandelay.com,3/28/25,4/27/25,$915.00,Overdue
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INV-1009,Gekko & Co,billing@gekko.com,2025-03-30,2025-04-29,"$3,120.75",Open
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INV-1010,Pied Piper,ap@piedpiper.com,04/02/2025,05/02/2025,$180,Sent
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INV-1023,Tyrell Corp,ar@tyrell.com,04/05/2025,05/05/2025,($300.00),(blank)
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INV-1023,Tyrell Corp,AR@Tyrell.com,2025-04-05,2025-05-05,-300.00,Open
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INV-1012,Oscorp,ap@oscorp.com,Apr 8 2025,05/08/2025,"$5,000.00",Overdue
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INV-1013,Nakatomi Trading,ar@nakatomi.com,4/9/25,5/9/25,$725.50,Sent
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INV-1014,Bluth Company,billing@bluth.com,2025-04-10,2025-05-10,"$1,420.00",Open
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INV-1016,Dunder Mifflin,ap@dundermifflin.com,04/12/2025,05/12/2025,$960.00,Overdue
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INV-1017,Prestige Worldwide,ar@prestige.com,Apr 14 2025,05/14/2025,"$2,680.00",Sent
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INV-1018,Sterling Cooper,billing@sterlingcooper.com,4/15/25,5/15/25,"$3,950.00",Open
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INV-1020,Wonka Industries,ap@wonka.com,2025-04-18,2025-05-18,"$1,050.00",Overdue
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