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.
b7a5683
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.
55d1ba1
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.
13e6c5a
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
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.
5116196
Updated _Footer (markdown)
adbe2a2
Clarify development setup instructions: specify conditions for using webpack over Turbopack and add troubleshooting guidance for tunnel proxy issues on Path B.
efbc637
Clarify QuickBooks connection guide: update tunnel terminology from 'ngrok' to 'public tunnel', add cloudflared option, and refine setup instructions for both tunnel types.
5ef9ba5
Clarify ngrok configuration instructions: remove reference to NEXT_ALLOWED_DEV_ORIGINS in roboledger-app/.env and simplify setup steps.
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.
fdc8dcf
Update command syntax and options in Custom Graph Schema and RoboLedger Demo Walkthrough; enhance SEC XBRL Pipeline usage instructions
fb29b73
Fix CORS error message formatting in ngrok troubleshooting section
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.
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.
54470f2
Update Architecture Overview: Refine Extensions API section to clarify GraphQL reads and named command operations. Introduce information block operations and enhance descriptions for better understanding of product extension capabilities.
777aa42
Enhance Architecture Overview: Introduce detailed Graph Lifecycle Operations section, outlining new CQRS command operations for managing subgraphs, backups, and infrastructure upgrades. Clarify REST GET read operations and shared dispatch infrastructure for improved understanding of graph management capabilities.
6e711ed
Enhance Architecture Overview and Pipeline Guide: Introduce a new Extensions API section detailing GraphQL reads and named command operations. Update the Pipeline Guide to include a third pipeline pattern for OLTP-based materialization, clarifying data ingestion processes and the role of DuckDB staging across all patterns.
a9faf54
Revise Architecture Overview: Update the Agent Interface section to Agent System, introducing a unified architecture for financial operations. Enhance descriptions of agent capabilities, background worker functionalities, and clarify the role of Dagster in orchestration. Update links to relevant documentation for improved navigation.
f7228e2
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.
fbe97a4
Update Architecture Overview: Simplify the description of the Search Service by removing multi-tenant graph_id isolation details for clearer understanding of its capabilities.
ecf432b
Enhance Architecture Overview: Update descriptions for specialized tools and search services to include semantic capabilities. Revise feature-flag gating details for improved clarity on search functionalities and indexing controls.
c741bca
Refine OpenSearch Section in Architecture Overview: Update purpose description for clarity, streamline source types listing, and remove outdated indexing details. Enhance focus on planned features and externalized content management for improved understanding.
1289991
Refine Architecture Overview: Update embedded vector search section to clarify functionality and remove outdated API endpoint details. Streamline descriptions of graceful degradation and primary use case for improved readability and understanding.
8f345dc
Enhance Architecture Overview and Bootstrap Guide: Add detailed sections on LanceDB vector search and OpenSearch document search capabilities, including configuration parameters and API endpoints. Update SEC XBRL Pipeline documentation to reflect the integration of LanceDB for element resolution and introduce new search tools for full-text document retrieval.
9301d6a
Update Bootstrap Guide: Add section on SES email identity setup, including domain verification, DKIM configuration, and production access request process for transactional emails. Include troubleshooting steps for verification email issues.
a72b0a5
Update Architecture Overview and Bootstrap Guide: Revise integration descriptions for clarity, enhance SSM Parameters section to include Secrets Manager, and streamline AWS role explanations. Update pipeline documentation to reflect changes in job definitions and shared repository handling, ensuring consistency across all guides.
dbe054c
Update Bootstrap Guide: Clarify internal API access mode description to emphasize VPC-only access and remove redundant security language for improved clarity.
1e47542
Update Bootstrap Guide: Replace 'bastion-tunnel' with 'tunnel' in connection instructions for consistency and clarity in accessing services through the VPC.
478fe52
Update Bootstrap Guide: Revise API access modes section to reflect the removal of the 'public-http' mode, clarify the internal mode's security features, and streamline instructions for switching between access modes for improved clarity and user guidance.
9fda558
Refactor SEC XBRL Pipeline Code: Update client initialization parameters for improved clarity and consistency, implement Cypher query execution using a dedicated request model, and enhance result handling for better output visibility.
c05241e