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History / Custom Graph Schema

Revisions

  • Realign the wiki with the shipped platform Audited all 34 pages against the live OpenAPI spec, the running stack, and the source tree. Fourteen pages had not been touched since 11 June, while ~1,140 commits landed behind them. Endpoint and contract corrections: - The query surface split: /query -> /query/cypher, /tables/query -> /query/sql, plus the CypherStatementRequest / CypherStatementResponse / SqlStatementResponse renames and the SDK module rename. - Content writes moved to CQRS operations: create-file-upload, ingest-file, delete-file, index-document, delete-document. Response samples rewrapped in OperationEnvelope. - build-fact-grid no longer pivots server-side; documented the flat ViewResponse and the filtering-only ViewConfig. - Report bundle downloads move to the GraphQL reportDownloadUrl field. - Singular /subscription -> /subscriptions; /v1/health -> /v1/status. Removed machinery that does not exist: restore-backup and the backup encryption model, the "38 validator checks" rule engine, the dormant LanceDB element-index lifecycle, two invented Reporting Styles, the Neo4j backend, Google/GitHub SSO, a phantom backup-encryption secret, three non-existent feature flags, and a QuickBooks auto-sync scheduler that was never wired. Documented shipped surfaces that were missing entirely: FP&A forecasting and metrics, semantic memory, multi-user organizations and graph membership, the password and registration lifecycle, the write-policy model and QB outbox, reconciling items, and nightly automated backups. Corrected the frameworks count to three (fac, cm, rs-gaap), the tier rate multipliers to 2x/4x, and the claim that multi-user organizations were unavailable. Added a vulnerability-disclosure path to Security & Compliance. Replaced restated volatile config with pointers to /v1/offering, /v1/graphs/tiers, and /v1/graphs/{id}/limits.

    @jfrench9 jfrench9 committed Aug 10, 2026
  • Clarify legacy stdio bridge usage in MCP integration documentation across Architecture Overview, Custom Graph Schema, and SEC XBRL Pipeline guides

    @jfrench9 jfrench9 committed Aug 5, 2026
  • Enhance MCP client connection instructions and update configuration examples for Claude Desktop and Code

    @jfrench9 jfrench9 committed Aug 5, 2026
  • Update MCP package reference to use the latest version in Custom Graph Schema and SEC XBRL Pipeline documentation

    @jfrench9 jfrench9 committed Jun 21, 2026
  • Add operations, extensions, and content-layer documentation; align existing pages Restructure the wiki into five categories with a sidebar and a rebuilt Home hub. New pages (20): - Getting Started: Quick Start, Core Concepts - Operations: Authentication & API Keys, Graphs & Multi-Tenancy, Graph Operations, Querying the Analytical Graph, Credits & Billing, AI Operators & MCP - Extensions: Extensions Surface Overview, GraphQL Reads, RoboLedger Operations, RoboInvestor Operations - Content & Contribution Fabric: Information Blocks, Taxonomy & Frameworks, Event-Driven Ledger, Reporting & Rendering, Serialization & Export - Documents & Search: Search & AI Retrieval, Document Management, File Uploads Align existing pages with the current codebase: - Architecture Overview: models/core + models/extensions paths, the two-database split, change-tier op name, shipped document-search source types - Pipeline Guide: remove nonexistent Plaid adapter, fix the SEC pipeline asset list - Bootstrap Guide: drop dead Plaid secrets, add the extensions feature flags - SEC XBRL Pipeline / Custom Graph Schema: replace fabricated MCP tool names with the real registry (financial-statement-analysis, get-graph-info, ...) - RoboLedger Demos: broaden the page to cover the Seattle Method XBRL demos (lemonade stand + The World Online) alongside the synthetic demo

    @jfrench9 jfrench9 committed Jun 11, 2026
  • Update command syntax and options in Custom Graph Schema and RoboLedger Demo Walkthrough; enhance SEC XBRL Pipeline usage instructions

    @jfrench9 jfrench9 committed May 18, 2026
  • Update Documentation: Change credential storage paths from `examples/credentials/config.json` to `.local/config.json` across Accounting Demo, Custom Graph Schema, and SEC XBRL Pipeline files for improved consistency and clarity in user setup instructions.

    @jfrench9 jfrench9 committed Feb 26, 2026
  • Update Documentation: Revise Accounting Demo, Architecture Overview, and SEC XBRL Pipeline files to streamline command usage, clarify credential storage paths, and enhance user guidance on data regeneration and query execution. Remove outdated sections and improve overall clarity in the documentation.

    @jfrench9 jfrench9 committed Feb 11, 2026
  • Standardize references to Ladybug in documentation: Updated Accounting Demo, Architecture Overview, Custom Graph Schema, and SEC XBRL Pipeline to ensure consistent naming of the primary graph database backend.

    @jfrench9 jfrench9 committed Dec 14, 2025
  • Update documentation to reflect transition from Kuzu to LadyBug: Modified references in Accounting Demo, Architecture Overview, Custom Graph Schema, and SEC XBRL Pipeline to ensure consistency with the new primary graph database backend.

    @jfrench9 jfrench9 committed Nov 23, 2025
  • Add AI-powered analysis capabilities: Enhanced Accounting Demo, Custom Graph Schema, and SEC XBRL Pipeline documentation to include instructions for querying data using natural language through MCP-compatible AI tools, improving user accessibility and interaction with demo data.

    @jfrench9 jfrench9 committed Oct 31, 2025
  • Enhance documentation: Added Custom Graph Schema section to Architecture Overview and updated Home and SEC XBRL Pipeline for improved user guidance and streamlined setup instructions.

    @jfrench9 jfrench9 committed Oct 29, 2025