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 | Vendor | Contact | Phone | EIN | Address | Total_Paid | |
|---|---|---|---|---|---|---|---|
| 2 | Acme Realty | Bob Stein | acme.ap@acmerealty.com | (212) 555-0100 | 12-3456789 | (blank) | $12,400.00 |
| 3 | acme realty llc | Bob Stein | ACME.AP@AcmeRealty.com | — | 118 Canal St, New York, NY 10013 | $8,250 | |
| 4 | ACME REALTY | R. Stein | Acme.AP@acmerealty.com | 212.555.0100 | N/A | TBD | 1,999.99 |
| 5 | Bright Books Bookkeeping | Dana Cole | hello@brightbooks.com | 98-7654321 | (blank) | $6,000.00 | |
| 6 | bright books | Dana Cole | HELLO@brightbooks.com | (415) 555-0142 | unknown | 50 Market St, San Francisco, CA 94105 | $6,000 |
| 7 | Bright Books, LLC | D. Cole | hello@BrightBooks.com | 4155550142 | 98-7654321 | unknown | 5,500.00 |
| 8 | Northwind Logistics | Sam Reyes | ap@northwindlog.com | (312) 555-0198 | — | (blank) | $22,750.00 |
| 9 | northwind logistics inc | Sam Reyes | AP@NorthwindLog.com | 45-6789012 | 900 W Loop, Chicago, IL 60607 | $22,750 | |
| 10 | Pearl Design Studio | “Jo” Marsh | billing@pearldesign.co | 33-2211000 | (blank) | $3,200.00 | |
| 11 | pearl design | Jo Marsh | Billing@PearlDesign.co | (206) 555-0167 | TBD | 77 Pike St, Seattle, WA 98101 | $3,200 |
| 12 | PEARL DESIGN STUDIO | J. Marsh | billing@pearldesign.co | 206.555.0167 | 33-2211000 | unknown | 2,800.00 |
| 13 | Cooper Plumbing | Lee Cooper | office@cooperplumb.com | (617) 555-0133 | — | (blank) | $1,450.00 |
| 14 | cooper plumbing co | Lee Cooper | OFFICE@cooperplumb.com | TBD | 12 Beacon St, Boston, MA 02108 | $1,450 | |
| 15 | COOPER PLUMBING | L. Cooper | office@CooperPlumb.com | 6175550133 | N/A | unknown | 900.00 |
| 16 | Vertex Marketing | Pat Nguyen | accounts@vertexmktg.com | (404) 555-0119 | 77-8899001 | (blank) | $15,000.00 |
| 17 | vertex marketing group | Pat Nguyen | ACCOUNTS@VertexMktg.com | unknown | 300 Peachtree St, Atlanta, GA 30308 | $15,000 | |
| 18 | Summit Consulting | Ray Brooks | invoices@summitconsult.net | 21-0099887 | (blank) | $9,800.00 | |
| 19 | summit consulting llc | Ray Brooks | INVOICES@summitconsult.net | (303) 555-0175 | — | 1100 17th St, Denver, CO 80202 | $9,800 |
| 20 | SUMMIT CONSULTING | R. Brooks | invoices@SummitConsult.net | 303.555.0175 | 21-0099887 | TBD | 7,250.00 |
| 21 | Garcia Catering | Mia Garcia | ap@garciacatering.com | (305) 555-0188 | — | (blank) | $4,600.00 |
| 22 | garcia catering services | Mia Garcia | AP@GarciaCatering.com | 66-1234509 | 450 Ocean Dr, Miami, FL 33139 | $600.00 | |
| 23 | Northwind Logistics | S. Reyes | ap@northwindlog.com | 312.555.0198 | 45-6789012 | TBD | 21,000.00 |
| 24 | VERTEX MARKETING | P. Nguyen | accounts@vertexmktg.com | 404.555.0119 | 77-8899001 | TBD | 14,500.00 |
| 25 | GARCIA CATERING | M. Garcia | ap@GARCIACATERING.com | 305.555.0188 | 66-1234509 | unknown | 4,200.00 |