Document organizations, account limits, and rate limits in Credits & Billing Add two sections to Credits & Billing rather than a standalone page, since an organization is currently a single-user billing/account construct (one org per user; multi-user not yet available): - Organizations and Account Limits: the org as the billing account that owns your graphs, and its one account-level limit (max_graphs). - Rate Limits: the burst-focused model (per endpoint-category x tier, burst multiplier, tier multipliers, rate-limit headers), independent from credits. Also normalize the one .md-suffixed internal link in the RoboLedger demo page to the bare wiki-link form used everywhere else.

jfrench9 committed Jun 11, 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 committed Jun 11, 2026

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 committed Jun 7, 2026

Update command syntax and options in Custom Graph Schema and RoboLedger Demo Walkthrough; enhance SEC XBRL Pipeline usage instructions

jfrench9 committed May 18, 2026

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 committed May 17, 2026