Add a Shared Repositories page and cross-link it
Document shared repositories as a distinct concept: the ladybug-shared
tier (shared master + read-only replica fleet), the registry/manifest
model that defines a repository, the subscription and access flow
(offering endpoint, repository plans, querying a repo like any graph),
and a short section on the SEC repository as the only implementation
today (Starter / Advanced plans, sec_historical subgraph).
Place it in the Operations Layer nav after Graphs & Multi-Tenancy, and
cross-link from Graphs & Multi-Tenancy, the Pipeline Guide (producer vs
consumer split), and the SEC XBRL Pipeline.
Add a dedicated Demos section to the wiki navigation
Group the three demo walkthroughs — RoboLedger Demos, SEC XBRL Pipeline,
and Custom Graph Schema — into a Demos section placed after Getting
Started, instead of scattering them across Operations, Extensions, and
Documents & Search. Documents & Search now holds only the capability
pages (Search & AI Retrieval, Document Management, File Uploads).
Update Home, _Sidebar, and the Architecture Overview documentation map.
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
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.
Remove Accounting Demo Documentation: Delete the Accounting Demo guide and associated visual assets from the repository, updating references in the Architecture Overview and Home pages accordingly.
Add Pipeline Guide: Introduce a new section on data pipelines, Dagster architecture, and custom adapters to enhance user resources and support for infrastructure and operations.
Update Support Links: Standardize support links across multiple documents to point to the organization-level pages for Projects and Discussions, enhancing consistency and accessibility for users.
Update Architecture Overview and Home Page: Revise tier descriptions in the Architecture Overview to include full names and instance types for Large and XLarge tiers, and enhance the Home page description to encompass both financial and operational data, improving clarity and detail.
Add Infrastructure & Operations section: Introduce Bootstrap Guide for AWS OIDC federation and GitHub Actions setup to enhance onboarding experience.
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.
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.
Refactor Home documentation: Streamlined support section by consolidating links and removing redundant formatting for clarity.
Enhance documentation: Added Accounting Demo section to Home and updated SEC XBRL Pipeline instructions for better visualization
Enhance documentation for RoboSystems Wiki and SEC XBRL Pipeline, including expanded sections on getting started, core documentation, common tasks, and database visualization tools. Added details on data validation and staging processes in the SEC XBRL Pipeline.