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 | Date | Description | Vendor | Category | Amount | Account |
|---|---|---|---|---|---|---|
| 2 | 01/15/2025 | “Stripe payout — weekly” | Stripe | Income | +$3,450.00 | Business Checking |
| 3 | 2025-01-15 | Verizon business line | Verizon | — | ($89.50) | Business Checking |
| 4 | Jan 18 2025 | Adobe Creative Cloud | Adobe | (blank) | -$129.99 | Business Checking |
| 5 | 1/27/25 | Office supplies | Amazon | Supplies | -$74.20 | Business Checking |
| 6 | 02/03/2025 | Monthly office rent | Highland Properties | Rent | $1,200.00 | Business Checking |
| 7 | Feb 5 2025 | Account service fee | First National Bank | ? | (50.00) | Business Checking |
| 8 | 2025-01-09 | Shipping labels | amazon.com | unknown | -$18.40 | Business Checking |
| 9 | 1/22/25 | Contractor — landing page | Bright Lane Design | TBD | - $599.88 | Business Checking |
| 10 | Jan 30 2025 | Late fee adjustment | verizon | Utilities | -$12.00 | Business Checking |
| 11 | 2025-01-11 | Packaging tape | AMAZON.COM | Supplies | -$31.75 | Business Checking |
| 12 | 01/06/2025 | Client deposit — ACME Co | ACME Co | Income | $2,500.00 | Business Checking |
| 13 | 2025-01-20 | Google Workspace | Software | -$36.00 | Business Checking | |
| 14 | Jan 24 2025 | Fuel — delivery van | Shell | Vehicle | -$58.63 | Business Checking |
| 15 | 1/28/25 | QuickBooks subscription | Intuit | Software | -$80.00 | Business Checking |
| 16 | 2025-01-15 | Stripe payout weekly | Stripe | Income | 3450.00 | Business Checking |
| 17 | 01/15/2025 | Verizon business line | Verizon | Utilities | -89.50 | Business Checking |
| 18 | 2025-01-18 | Adobe Creative Cloud | Adobe | Software | -129.99 | Business Checking |
| 19 | 2025-02-03 | Monthly office rent | Highland Properties | Rent | 1200.00 | Business Checking |
| 20 | 2025-02-05 | Account service fee | First National Bank | Bank Fees | -50.00 | Business Checking |
| 21 | 2025-01-22 | Contractor landing page | Bright Lane Design | Contractors | -599.88 | Business Checking |
| 22 | 02/10/2025 | Client deposit — Globex | Globex | Income | $1,800.00 | Business Checking |
| 23 | 2025-02-12 | Slack subscription | Slack | Software | -$96.00 | Business Checking |
| 24 | Feb 14 2025 | Coffee — client meeting | Blue Bottle | Meals | -$23.10 | Business Checking |
| 25 | 2/18/25 | Insurance premium | Hartford | Insurance | -$240.50 | Business Checking |
| 26 | 02/21/2025 | Refund — returned printer | Staples | Supplies | $210.99 | Business Checking |
| 27 | Feb 25 2025 | Domain renewal | Namecheap | Software | -$13.98 | Business Checking |