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