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Revisions

  • 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
    0d6d094
  • Enhance SEC XBRL Pipeline Documentation: Add new curated and graph tools, update node and relationship type descriptions, and clarify traversal patterns and enriched properties for improved understanding of the SEC graph data model.

    @jfrench9 jfrench9 committed Feb 23, 2026
    e8d3a5b
  • Update Documentation: Change Dagster UI port from `3003` to `8002` in both Architecture Overview and Bootstrap Guide for consistency in local development setup.

    @jfrench9 jfrench9 committed Feb 18, 2026
    8686076
  • Update SEC XBRL Pipeline Documentation: Rename `fact_dimensions` and `FactDimension` to `dimensions` and `Dimension` respectively for consistency and clarity in terminology throughout the documentation.

    @jfrench9 jfrench9 committed Feb 13, 2026
    41f7c22
  • 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 Remove outdated sections and improve overall clarity in the documentation.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
    ba3571d
  • Refine Architecture Overview: Consolidate database allocations for caching and coordination components, merging credit balance caching and async task state tracking into fewer categories for improved clarity and organization in system architecture documentation.

    @jfrench9 jfrench9 committed Feb 11, 2026
    bb94853
  • Refine Architecture Overview: Update caching and coordination section to specify database allocations for various components, including authentication tokens, rate limiting, credit balance caching, and async task state tracking, enhancing clarity on system architecture and resource management.

    @jfrench9 jfrench9 committed Feb 8, 2026
    45e79e3
  • Update Architecture Overview: Enhance the description of specialized tools in the FastAPI backend, clarify tier specifications for LadybugDB, and expand on subgraph functionalities, including new use cases and types, to improve documentation and user understanding of the system's capabilities.

    @jfrench9 jfrench9 committed Feb 8, 2026
    840b2f1
  • Refine Architecture Overview and Pipeline Guide: Update the structure of the Dagster orchestration system and adapter patterns, emphasizing self-contained adapter components and their integration. Clarify the organization of SEC pipeline assets and enhance documentation for custom adapter creation, improving developer guidance on extensibility and repository management.

    @jfrench9 jfrench9 committed Feb 8, 2026
    9c94c14
  • Enhance Architecture Overview and Pipeline Guide: Update shared repository definitions and manifest structure, clarifying the addition of new repositories and their integration into the system. Revise adapter patterns to include manifest details, improving documentation for developers on repository management and extensibility.

    @jfrench9 jfrench9 committed Feb 7, 2026
    1f677a3
  • Enhance Bootstrap Guide: Revise the Application Secrets section to clarify the creation of AWS Secrets Manager and SSM Parameter Store entries, detailing auto-generated keys, integration placeholders, feature flags, and tuning parameters for improved user understanding of secret management during bootstrap.

    @jfrench9 jfrench9 committed Feb 5, 2026
    53f1f22
  • Update Bootstrap Guide: Revise sections on `setup-aws` and `setup-gha` to clarify prompts during bootstrap, enhance details on `ACTIONS_TOKEN`, and streamline frontend app deployment information, improving user guidance for AWS setup and application access modes.

    @jfrench9 jfrench9 committed Feb 5, 2026
    10773d2
  • Add GitHub Variables Section to Bootstrap Guide: Introduce a new section detailing the `setup-gha` script for managing deployment variables, including categories, examples, and usage notes to enhance user control over infrastructure sizing and environment configurations.

    @jfrench9 jfrench9 committed Feb 5, 2026
    446aa20
  • Refactor SEC XBRL Pipeline Structure: Modularize SEC assets in the Architecture Overview and Pipeline Guide, enhancing clarity and organization. Update references to the new directory structure for SEC pipeline implementation and adapt descriptions for SEC, QuickBooks, and Plaid adapters to reflect current functionality and stubbing status.

    @jfrench9 jfrench9 committed Feb 4, 2026
    0cc1fe9
  • Add SSM Parameters Section to Bootstrap Guide: Introduce a new section detailing the SSM Parameter Store for managing feature flags and tuning parameters, including hierarchy, management commands, and override priority, to enhance user understanding of runtime configuration options.

    @jfrench9 jfrench9 committed Feb 3, 2026
    9e288d0
  • Add Optional GitHub Secrets Section to Bootstrap Guide: Introduce a new section detailing optional GitHub secrets that enhance workflow functionality, including `ACTIONS_TOKEN` and `ANTHROPIC_API_KEY`, along with instructions for their creation and usage to improve deployment processes and CI/CD capabilities.

    @jfrench9 jfrench9 committed Feb 2, 2026
    a99857e
  • Add Frontend Applications Section: Introduce a new section in the Architecture Overview detailing the multiple Next.js frontend applications, their architecture, infrastructure, and deployment processes, enhancing clarity on frontend integration with the RoboSystems API.

    @jfrench9 jfrench9 committed Jan 22, 2026
    badbbf5
  • 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.

    @jfrench9 jfrench9 committed Jan 15, 2026
    7237d24
  • 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.

    @jfrench9 jfrench9 committed Jan 14, 2026
    e95924c
  • Revise Architecture Overview: Remove outdated XBRL-Native feature, enhance Subgraph Support description to include AI memory, and reintroduce the Backend Factory System section for clarity on pluggable graph database backends and their functionalities.

    @jfrench9 jfrench9 committed Jan 14, 2026
    cc30dd2
  • 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.

    @jfrench9 jfrench9 committed Jan 13, 2026
    32f489f
  • Add Frontend App Access Modes to Bootstrap Guide: Introduce detailed sections on internal, public-http, and public modes for frontend applications, including configuration steps, benefits, and limitations to enhance user understanding of deployment options.

    @jfrench9 jfrench9 committed Jan 13, 2026
    87a5d0f
  • Update Architecture Overview: Revise sections to reflect the transition to LadybugDB as the primary graph database, enhance MCP server details, and introduce subgraph capabilities for isolated environments. Improve clarity on backend architecture and infrastructure components.

    @jfrench9 jfrench9 committed Jan 12, 2026
    f285821
  • Update Architecture Overview: Refine AWS infrastructure details by consolidating ECS Fargate components, adding GitHub OIDC authentication process, and enhancing the Bootstrap Guide references for clearer setup instructions.

    @jfrench9 jfrench9 committed Jan 12, 2026
    28f2987
  • Update Bootstrap Guide: Clarify S3 bucket naming conventions by detailing how GitHub Actions workflows utilize the AWS account ID for unique bucket name generation, enhancing understanding of the deployment process.

    @jfrench9 jfrench9 committed Jan 11, 2026
    8081d1c
  • Update Bootstrap Guide: Clarify S3 bucket naming conventions by specifying CloudFormation's role in generating unique names. Add explanation for HTTPS limitations without a custom domain, emphasizing the need for domain validation to obtain AWS ACM certificates.

    @jfrench9 jfrench9 committed Jan 11, 2026
    1278eb7
  • Revise Bootstrap Guide: Update sections on AWS account setup, bootstrap steps, and deployment modes for clarity. Introduce new structure for fresh AWS account setup and streamline instructions for configuring AWS CLI and GitHub token scopes, enhancing user guidance for onboarding and deployment processes.

    @jfrench9 jfrench9 committed Jan 11, 2026
    45f7b79
  • Enhance Bootstrap Guide: Add Fork-Specific Configuration section detailing S3 bucket namespacing, observability options, and AWS account requirements for forks, along with updates to deployment instructions and variable setup for improved clarity and user guidance.

    @jfrench9 jfrench9 committed Jan 11, 2026
    bdac5e2
  • Refactor Bootstrap Guide: Update variable configuration section to clarify essential and full variable setups, enhance deployment instructions, and improve overall user guidance for AWS integration.

    @jfrench9 jfrench9 committed Jan 10, 2026
    c66436b
  • Update Bootstrap Guide: Expand GitHub CLI authentication instructions, clarify configuration levels for bootstrapping, and enhance deployment steps for improved user guidance and flexibility in AWS setup.

    @jfrench9 jfrench9 committed Jan 10, 2026
    80f231e