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History / Connecting QuickBooks Locally

Revisions

  • 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
    07ce4c3

  • Update AI Agent → Operator naming across wiki Reflects the 2026-05-17 rename of the internal AI executor layer: - operations/agents/ → operations/operators/ (path + fixes the dead operations/agents/README.md link) - MappingAgent / CypherAgent → MappingOperator / CypherOperator - Agent / AgentContext / AgentSpec → Operator / OperatorContext / OperatorSpec Also refreshes the Bedrock model line (Sonnet 4.6/4.5) and the mapping target (CoA → rs-gaap). Generic user-facing "AI agent" copy is left as-is.

    @jfrench9 jfrench9 committed Jun 7, 2026
    5116196

  • Clarify development setup instructions: specify conditions for using webpack over Turbopack and add troubleshooting guidance for tunnel proxy issues on Path B.

    @jfrench9 jfrench9 committed May 25, 2026
    efbc637

  • Clarify QuickBooks connection guide: update tunnel terminology from 'ngrok' to 'public tunnel', add cloudflared option, and refine setup instructions for both tunnel types.

    @jfrench9 jfrench9 committed May 19, 2026
    5ef9ba5

  • Clarify ngrok configuration instructions: remove reference to NEXT_ALLOWED_DEV_ORIGINS in roboledger-app/.env and simplify setup steps.

    @jfrench9 jfrench9 committed May 19, 2026
    8ae74c5

  • Enhance ngrok troubleshooting section: clarify handling of Private Network Access in Chrome and provide updated workaround instructions for OAuth connection using Firefox or dev server configuration.

    @jfrench9 jfrench9 committed May 19, 2026
    fdc8dcf

  • Fix CORS error message formatting in ngrok troubleshooting section

    @jfrench9 jfrench9 committed May 17, 2026
    79215e8

  • Clarify ngrok usage in QuickBooks connection guide: specify its necessity for OAuth handshake and allow shutdown post-connection. Update troubleshooting section for Chrome's Private Network Access enforcement and suggest using Firefox for OAuth steps.

    @jfrench9 jfrench9 committed May 17, 2026
    ddea0c0

  • Add RoboLedger Demo Walkthrough documentation - Introduced a comprehensive walkthrough for the RoboLedger demo, detailing setup, features, and usage. - Included sections on prerequisites, quick start instructions, company profile, filed annual report, close-period workflow, rule engine, mapping view, schedules, frontend tour, and customization options. - Provided insights into the comparison with QuickBooks workflow and outlined next steps for users.

    @jfrench9 jfrench9 committed May 17, 2026
    54470f2