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>
51 lines
1.0 KiB
JSON
51 lines
1.0 KiB
JSON
{
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"steps": [
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{
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"tool": "text_clean",
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"enabled": true,
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"options": {
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"trim": true,
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"collapse_whitespace": true,
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"fold_smart_chars": true,
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"strip_zero_width": true
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}
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},
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{
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"tool": "format_standardize",
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"enabled": true,
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"options": {
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"column_types": {
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"Invoice_Date": "date",
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"Due_Date": "date",
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"Amount": "currency",
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"Email": "email"
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}
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}
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},
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{
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"tool": "missing",
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"enabled": true,
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"options": {
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"strategy": "none",
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"standardize_sentinels": true,
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"sentinels": ["—", "-", "?", "(blank)", "TBD", "unknown", "(none)", "N/A", "#N/A"]
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}
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},
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{
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"tool": "dedup",
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"enabled": true,
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"options": {
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"survivor_rule": "most_complete",
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"merge": true,
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"strategies": [
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{
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"columns": [
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{"column": "Invoice", "algorithm": "exact", "threshold": 100}
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]
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}
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]
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}
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}
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]
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}
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