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Demo script.md

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Demo Script (5-10 Minutes)

Preconditions

  • Start stack: docker compose up --build
  • Seed walkthrough data: python scripts/seed_demo.py
  • Open frontend: http://localhost:5173

Demo users for X-User

  • Partner: partner.demo@firm.local (X-User-Role: Partner)
  • Analyst: analyst.demo@firm.local (X-User-Role: Analyst)
  • Compliance: compliance.demo@firm.local (X-User-Role: Compliance)

Click path

  1. Click Sync Data.
  2. In header, switch actor to Analyst · Riley Chen.
  3. Go to Deal Pipeline.
  4. Click Lattice Cyber Defense card.
  5. In Workflow Actions, click Run Package Monitoring and show recommendation chip.
  6. Click Move Deal to transition stage and explain this writes audit logs with X-User.
  7. Open Diligence tab.
  8. Select the same deal from dropdown.
  9. Show DD completion list, documents list, and overdue task flags.
  10. Add a short comment and click Add Comment.
  11. Go to IC Decisions tab.
  12. Create decision with approvals using role format, for example: Jordan:partner, Morgan:compliance, Riley:analyst.
  13. Go to Monitoring tab.
  14. Point out metrics for counts by stage, overdue tasks, deals missing IC decisions, and open alerts.
  15. Select any deal in the right panel to show deal-level completion and open alerts.
  16. Go to Audit Trail tab and show actor + timestamp on events.

Optional API snippets

curl -s -H "X-User: analyst.demo@firm.local" -H "X-User-Role: Analyst" \
  http://localhost:8000/api/v1/deals

curl -s -H "X-User: compliance.demo@firm.local" -H "X-User-Role: Compliance" \
  http://localhost:8000/api/v1/monitoring/portfolio