Add Handbook.md benchmark tasks

This commit is contained in:
DerekSurge
2026-06-24 12:44:34 -07:00
commit 72f9a65917
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FROM handbook_base
COPY initial_external_services/ /data/
COPY initial_external_services/ /initial_data/
COPY initial_workspace/ /workdir/
ENV INPUTDIR=/data OUTPUTDIR=/data WORLDBENCH_TOOL_SETS="syntara_ds_all google_mail_contacts slack_core google_mail_core google_calendar_core jira_core shopify_core"
@@ -0,0 +1,322 @@
{
"events": {
"cal_002": {
"id": "cal_002",
"summary": "Submit Funding Package \u2014 Deal #4821 Mitchell / Ally SecureLink",
"start": {
"dateTime": "2026-04-14T16:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-04-14T16:30:00-04:00",
"timeZone": "America/New_York"
},
"description": "Must submit complete funding package for Deal 4821 to Ally Financial via SecureLink by end of business today (April 14) to meet expected lender funding timeline.\n\nCalendar: Noah Alvarez | Color: orange | Reminder: 120 minutes",
"location": null
},
"cal_003": {
"id": "cal_003",
"summary": "Funding Deadline \u2014 Deal #4820 Okafor / Capital One",
"start": {
"dateTime": "2026-04-16T09:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-04-16T09:30:00-04:00",
"timeZone": "America/New_York"
},
"description": "Expected funding date for Deal #4820, Brandon Okafor, 2025 Chevrolet Equinox LT, VIN ending 667341. Lender: Capital One Auto.\n\nPackage submitted April 12. All stips cleared. $30,089 contract / $850 reserve.\n\nIf not confirmed by 9:00 AM trigger follow-up per Section 2.2.\n\nCalendar: Noah Alvarez | Color: yellow | Reminder: 60 minutes",
"location": null
},
"cal_004": {
"id": "cal_004",
"summary": "Commission Cutoff \u2014 2nd Period April 2026",
"start": {
"date": "2026-04-16"
},
"end": {
"date": "2026-04-17"
},
"description": "Commission sheet cutoff \u2014 16th of month. Department managers must submit approved commission sheets to Leah Morgan by end of business.\n\nSheets received after cutoff held to next pay period unless Elena Brooks approves exception. Per Section 7.1.\n\nCalendar: Payroll | Color: blue | Recurring: true (1st and 16th of each month)\n\nAttendees: leah.morgan@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_005": {
"id": "cal_005",
"summary": "Payroll Support Deadline \u2014 Submit to Hannah Price",
"start": {
"dateTime": "2026-04-18T17:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-04-18T17:30:00-04:00",
"timeZone": "America/New_York"
},
"description": "Leah Morgan must compile and submit final payroll support package to Hannah Price (HR) by end of business today.\n\nPackage includes commissions, bonuses, chargeback offsets, PTO usage, deduction changes.\n\nPer Section 7.4 \u2014 2 business days after April 16 commission cutoff. Hannah Price reviews and submits to payroll processor same day.\n\nCalendar: Payroll | Color: blue | Recurring: true (3rd and 18th of each month)\n\nAttendees: leah.morgan@sunshineandsetauto.com, hannah.price@sunshineandsetauto.com",
"location": null
},
"cal_006": {
"id": "cal_006",
"summary": "Last BD April \u2014 Jasmine Patel Finalizes Deal Postings",
"start": {
"date": "2026-04-30"
},
"end": {
"date": "2026-05-01"
},
"description": "Last Business Day of April \u2014 Jasmine Patel (Senior Deal Posting Specialist) must finalize all April deal postings to ensure complete and accurate deal log for month-end close.\n\nAll deals contracted through April 30 must be posted with complete documentation. Review for accuracy and completeness.\n\nOwner: Jasmine Patel\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: jasmine.patel@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_007": {
"id": "cal_007",
"summary": "Last BD April \u2014 Renee Lawson Final Cash Reconciliation",
"start": {
"date": "2026-04-30"
},
"end": {
"date": "2026-05-01"
},
"description": "Last Business Day of April \u2014 Renee Lawson (Cashier / Receivables Clerk) must complete final cash reconciliation for April month-end close.\n\nEnsure all cash receipts, deposits, and disbursements are properly recorded and reconciled.\n\nOwner: Renee Lawson\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: renee.lawson@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_008": {
"id": "cal_008",
"summary": "BD 1 \u2014 Darius Kim Floorplan Statement Reconciliation",
"start": {
"date": "2026-05-01"
},
"end": {
"date": "2026-05-02"
},
"description": "Business Day 1 after April close \u2014 Darius Kim (Inventory Accountant) must complete floorplan statement reconciliation.\n\nReconcile floorplan lender statements to internal vehicle inventory records. Identify and resolve discrepancies.\n\nOwner: Darius Kim\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: darius.kim@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_009": {
"id": "cal_009",
"summary": "BD 1 \u2014 Noah Alvarez CIT Aging Report & Funding Status Update",
"start": {
"date": "2026-05-01"
},
"end": {
"date": "2026-05-02"
},
"description": "Business Day 1 after April close \u2014 Noah Alvarez (Funding & Contracts Clerk) must prepare Contracts-in-Transit (CIT) aging report and update funding status tracker.\n\nIdentify all pending funding deals, days outstanding, and required follow-up actions. Update status of all April deals.\n\nOwner: Noah Alvarez\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: noah.alvarez@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_010": {
"id": "cal_010",
"summary": "BD 2 \u2014 Caleb Foster AP Accruals",
"start": {
"date": "2026-05-04"
},
"end": {
"date": "2026-05-05"
},
"description": "Business Day 2 after April close \u2014 Caleb Foster (Accounts Payable Clerk) must prepare accounts payable accruals for April month-end.\n\nReview unpaid invoices, identify goods/services received but not yet invoiced, prepare accrual journal entries.\n\nOwner: Caleb Foster\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: caleb.foster@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_011": {
"id": "cal_011",
"summary": "BD 2 \u2014 Leah Morgan Payroll Accruals",
"start": {
"date": "2026-05-04"
},
"end": {
"date": "2026-05-05"
},
"description": "Business Day 2 after April close \u2014 Leah Morgan (Payroll & Commissions Analyst) must prepare payroll accruals for April month-end.\n\nCalculate and accrue commissions earned but not yet paid, unpaid wages, PTO liability, and other payroll-related accruals.\n\nOwner: Leah Morgan\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: leah.morgan@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_012": {
"id": "cal_012",
"summary": "BD 2 \u2014 Jasmine Patel Chargeback Tracker Reconciliation",
"start": {
"date": "2026-05-04"
},
"end": {
"date": "2026-05-05"
},
"description": "Business Day 2 after April close \u2014 Jasmine Patel (Senior Deal Posting Specialist) must reconcile chargeback tracker for April close.\n\nReview all chargebacks posted in April, verify accuracy against lender notices, update reserve reversals and impact to commissions.\n\nOwner: Jasmine Patel\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: jasmine.patel@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com, leah.morgan@sunshineandsetauto.com",
"location": null
},
"cal_013": {
"id": "cal_013",
"summary": "BD 3 \u2014 Renee Lawson Bank Reconciliation / Marcus Hale Review",
"start": {
"date": "2026-05-05"
},
"end": {
"date": "2026-05-06"
},
"description": "Business Day 3 after April close \u2014 Renee Lawson prepares bank reconciliation for all accounts; Marcus Hale (Assistant Controller) reviews.\n\nReconcile all bank accounts to general ledger, identify outstanding checks and deposits in transit, resolve discrepancies.\n\nOwner: Renee Lawson (prepare) / Marcus Hale (review)\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: renee.lawson@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_014": {
"id": "cal_014",
"summary": "BD 3 \u2014 Darius Kim Vehicle Inventory Rollforward",
"start": {
"date": "2026-05-05"
},
"end": {
"date": "2026-05-06"
},
"description": "Business Day 3 after April close \u2014 Darius Kim (Inventory Accountant) must prepare vehicle inventory rollforward for April.\n\nDocument beginning inventory, additions (purchases), reductions (sales), and ending inventory. Reconcile to physical inventory count and general ledger.\n\nOwner: Darius Kim\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: darius.kim@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_015": {
"id": "cal_015",
"summary": "BD 4 \u2014 Renee Lawson Open Receivable Review",
"start": {
"date": "2026-05-06"
},
"end": {
"date": "2026-05-07"
},
"description": "Business Day 4 after April close \u2014 Renee Lawson (Cashier / Receivables Clerk) must complete open receivable review.\n\nAge all outstanding receivables, identify collection issues, prepare bad debt reserve recommendations, coordinate with Noah Alvarez on CIT items.\n\nOwner: Renee Lawson\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: renee.lawson@sunshineandsetauto.com, noah.alvarez@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_016": {
"id": "cal_016",
"summary": "BD 4 \u2014 All Clerks: Manual Journal Entries Due",
"start": {
"date": "2026-05-06"
},
"end": {
"date": "2026-05-07"
},
"description": "Business Day 4 after April close \u2014 ALL ACCOUNTING CLERKS must submit manual journal entries to Marcus Hale for review.\n\nAll accruals, reclassifications, corrections, and adjusting entries for April must be submitted today. Include supporting documentation and clear explanations.\n\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: noah.alvarez@sunshineandsetauto.com, jasmine.patel@sunshineandsetauto.com, renee.lawson@sunshineandsetauto.com, darius.kim@sunshineandsetauto.com, leah.morgan@sunshineandsetauto.com, caleb.foster@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_017": {
"id": "cal_017",
"summary": "BD 5 \u2014 Marcus Hale: Close Binder Review Complete",
"start": {
"date": "2026-05-07"
},
"end": {
"date": "2026-05-08"
},
"description": "Business Day 5 after April close \u2014 Marcus Hale (Assistant Controller) must complete full review of April close binder.\n\nReview all schedules, reconciliations, journal entries, and supporting documentation. Identify and resolve open items. Prepare summary memo for Elena Brooks.\n\nOwner: Marcus Hale\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: marcus.hale@sunshineandsetauto.com, elena.brooks@sunshineandsetauto.com",
"location": null
},
"cal_018": {
"id": "cal_018",
"summary": "BD 7 \u2014 Elena Brooks: Controller Final Sign-Off",
"start": {
"date": "2026-05-11"
},
"end": {
"date": "2026-05-12"
},
"description": "Business Day 7 after April close \u2014 Elena Brooks (Controller) performs final review and sign-off of April 2026 close.\n\nReview Marcus Hale's close summary, financial statements, key metrics, and all supporting schedules. Approve or identify required corrections. Communicate results to ownership.\n\nOwner: Elena Brooks\nCalendar: Shared \u2014 Close | Color: green\n\nAttendees: elena.brooks@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_019": {
"id": "cal_019",
"summary": "Begin April Sales Tax Return Preparation",
"start": {
"dateTime": "2026-04-15T09:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-04-15T09:30:00-04:00",
"timeZone": "America/New_York"
},
"description": "Monthly calendar reminder to begin sales tax return preparation.\n\nFiling deadline is the 1st of the following month (May 1 for April period) with 20-day grace period (May 20).\n\nElena Brooks or Marcus Hale prepares using monthly tax workpaper.\n\nCalendar: Accounting Team | Color: purple | Recurring: true (15th of each month)\n\nAttendees: elena.brooks@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_020": {
"id": "cal_020",
"summary": "Sales Tax Filing Deadline Warning \u2014 March Return Due by April 20",
"start": {
"dateTime": "2026-04-19T09:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-04-19T09:30:00-04:00",
"timeZone": "America/New_York"
},
"description": "Per Section 10.4 \u2014 filing deadline warning reminder.\n\nMarch 2026 sales tax return due to Florida DOR by April 20 (with 20-day grace). Collection allowance of 2.5% on first $1,200 of tax due applies if filed on time.\n\nElena Brooks or Marcus Hale must confirm submission.\n\nCalendar: Accounting Team | Color: red | Reminder: 1440 minutes (24 hours before)\n\nAttendees: elena.brooks@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_021": {
"id": "cal_021",
"summary": "Commission Cutoff \u2014 1st Period May 2026",
"start": {
"date": "2026-05-01"
},
"end": {
"date": "2026-05-02"
},
"description": "Commission sheet cutoff \u2014 1st of month. Department managers must submit approved commission sheets to Leah Morgan by end of business.\n\nSheets received after cutoff held to next pay period unless Elena Brooks approves exception. Per Section 7.1.\n\nCalendar: Payroll | Color: blue | Recurring: true (1st and 16th of each month)\n\nAttendees: leah.morgan@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_022": {
"id": "cal_022",
"summary": "Payroll Support Deadline \u2014 Submit to Hannah Price",
"start": {
"dateTime": "2026-05-03T17:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-05-03T17:30:00-04:00",
"timeZone": "America/New_York"
},
"description": "Leah Morgan must compile and submit final payroll support package to Hannah Price (HR) by end of business today.\n\nPackage includes commissions, bonuses, chargeback offsets, PTO usage, deduction changes.\n\nPer Section 7.4 \u2014 2 business days after May 1 commission cutoff. Hannah Price reviews and submits to payroll processor same day.\n\nCalendar: Payroll | Color: blue | Recurring: true (3rd and 18th of each month)\n\nAttendees: leah.morgan@sunshineandsetauto.com, hannah.price@sunshineandsetauto.com",
"location": null
},
"cal_023": {
"id": "cal_023",
"summary": "Begin May Sales Tax Return Preparation",
"start": {
"dateTime": "2026-05-15T09:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-05-15T09:30:00-04:00",
"timeZone": "America/New_York"
},
"description": "Monthly calendar reminder to begin sales tax return preparation.\n\nFiling deadline is the 1st of the following month (June 1 for May period) with 20-day grace period (June 20).\n\nElena Brooks or Marcus Hale prepares using monthly tax workpaper.\n\nCalendar: Accounting Team | Color: purple | Recurring: true (15th of each month)\n\nAttendees: elena.brooks@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_024": {
"id": "cal_024",
"summary": "Commission Cutoff \u2014 2nd Period May 2026",
"start": {
"date": "2026-05-16"
},
"end": {
"date": "2026-05-17"
},
"description": "Commission sheet cutoff \u2014 16th of month. Department managers must submit approved commission sheets to Leah Morgan by end of business.\n\nSheets received after cutoff held to next pay period unless Elena Brooks approves exception. Per Section 7.1.\n\nCalendar: Payroll | Color: blue | Recurring: true (1st and 16th of each month)\n\nAttendees: leah.morgan@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
},
"cal_025": {
"id": "cal_025",
"summary": "Payroll Support Deadline \u2014 Submit to Hannah Price",
"start": {
"dateTime": "2026-05-18T17:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-05-18T17:30:00-04:00",
"timeZone": "America/New_York"
},
"description": "Leah Morgan must compile and submit final payroll support package to Hannah Price (HR) by end of business today.\n\nPackage includes commissions, bonuses, chargeback offsets, PTO usage, deduction changes.\n\nPer Section 7.4 \u2014 2 business days after May 16 commission cutoff. Hannah Price reviews and submits to payroll processor same day.\n\nCalendar: Payroll | Color: blue | Recurring: true (3rd and 18th of each month)\n\nAttendees: leah.morgan@sunshineandsetauto.com, hannah.price@sunshineandsetauto.com",
"location": null
},
"cal_026": {
"id": "cal_026",
"summary": "Sales Tax Filing Deadline Warning \u2014 April Return Due by May 20",
"start": {
"dateTime": "2026-05-19T09:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-05-19T09:30:00-04:00",
"timeZone": "America/New_York"
},
"description": "Per Section 10.4 \u2014 filing deadline warning reminder.\n\nApril 2026 sales tax return due to Florida DOR by May 20 (with 20-day grace). Collection allowance of 2.5% on first $1,200 of tax due applies if filed on time.\n\nElena Brooks or Marcus Hale must confirm submission.\n\nCalendar: Accounting Team | Color: red | Reminder: 1440 minutes (24 hours before)\n\nAttendees: elena.brooks@sunshineandsetauto.com, marcus.hale@sunshineandsetauto.com",
"location": null
}
}
}
@@ -0,0 +1,142 @@
{
"mailbox": {
"email": "jasmine.patel@sunshineandsetauto.com",
"name": "Jasmine Patel"
},
"contacts": [
{
"email": "carlos.mendez@ally.com",
"name": "Carlos Mendez (Ally Financial)"
},
{
"email": "dealer.funding@ally.com",
"name": "Ally Dealer Funding"
},
{
"email": "sofia.ramirez@sunshineandsetauto.com",
"name": "Sofia Ramirez"
},
{
"email": "noah.alvarez@sunshineandsetauto.com",
"name": "Noah Alvarez"
},
{
"email": "elena.brooks@sunshineandsetauto.com",
"name": "Elena Brooks"
},
{
"email": "marcus.hale@sunshineandsetauto.com",
"name": "Marcus Hale"
},
{
"email": "priya.bennett@sunshineandsetauto.com",
"name": "Priya Bennett"
},
{
"email": "darius.kim@sunshineandsetauto.com",
"name": "Darius Kim"
},
{
"email": "caleb.foster@sunshineandsetauto.com",
"name": "Caleb Foster"
},
{
"email": "leah.morgan@sunshineandsetauto.com",
"name": "Leah Morgan"
},
{
"email": "renee.lawson@sunshineandsetauto.com",
"name": "Renee Lawson"
},
{
"email": "hannah.price@sunshineandsetauto.com",
"name": "Hannah Price"
}
],
"groups": [
{
"email": "accounting-team@sunshineandsetauto.com",
"name": "Accounting Team",
"members": [
"noah.alvarez@sunshineandsetauto.com",
"jasmine.patel@sunshineandsetauto.com",
"elena.brooks@sunshineandsetauto.com",
"marcus.hale@sunshineandsetauto.com",
"priya.bennett@sunshineandsetauto.com"
]
}
],
"folders": [],
"emails": [
{
"email_id": "email_001",
"folder": "INBOX",
"subject": "Ally Financial \u2014 Stipulations Cleared \u2014 Deal #4821 / Mitchell / FL-SSA-2841",
"from_addr": "carlos.mendez@ally.com",
"to_addr": "noah.alvarez@sunshineandsetauto.com",
"cc_addr": "jasmine.patel@sunshineandsetauto.com, sofia.ramirez@sunshineandsetauto.com",
"bcc_addr": null,
"date": "2026-04-14T11:47:00-04:00",
"message_id": "<ally-4821-stips-cleared@ally.com>",
"in_reply_to": null,
"body_text": "Noah Alvarez\nFunding & Contracts Clerk\nSunshine & Set Automotive\n\nRE: Deal #4821 / Customer: Sarah E. Mitchell / Dealer Code: FL-SSA-2841\nAlly Reference Number: ALY-2026-0414-8823\nVIN: 1HGCV1F34PA112847\n\nDear Noah,\n\nThis message confirms that all required stipulations for the above-referenced contract have been received and cleared by Ally Financial as of April 14, 2026 at 11:47 AM ET.\n\nSTIPULATIONS CLEARED (5 of 5):\n\n1. Signed Retail Installment Sale Contract \u2014 RECEIVED & APPROVED\n2. Proof of Income (2 recent pay stubs - Adventist Health) \u2014 RECEIVED & APPROVED\n3. Proof of Residence (Duke Energy utility bill dated 04/05/2026) \u2014 RECEIVED & APPROVED\n4. Insurance Declaration Page (Progressive Policy #0934-74-2281, Ally Financial listed as loss payee) \u2014 RECEIVED & APPROVED\n5. Valid Driver's License (Florida DL M123-456-78-900-0) \u2014 RECEIVED & APPROVED\n\nCONTRACT STATUS: CLEARED FOR FUNDING\n\nContract Amount: $31,665.00\nAPR: 6.99%\nTerm: 72 months\nExpected Wire Date: Per standard Ally processing timeline\n\nFUNDING INSTRUCTIONS:\n\nTo complete the funding process, please submit the complete funding package via Ally SecureLink portal by end of business April 14, 2026. The funding package must include all executed documents, stip verification, and dealer certification.\n\nWire Transfer Details:\nRouting Number: 026009593\nAccount Number: 4801-229-554\nBeneficiary: Sunshine & Set Automotive\n\nPlease ensure all documentation is uploaded to SecureLink by 5:00 PM ET today to meet the expected funding timeline. If you have any questions regarding this contract or the funding process, please contact me directly.\n\nThank you for your business.\n\nBest regards,\n\nCarlos Mendez\nDealer Relations Specialist\nAlly Financial\ncarlos.mendez@ally.com\nDirect: (800) 555-2929 ext. 4418",
"body_html": null,
"is_read": false,
"is_important": true,
"attachments": [
{
"filename": "Ally_StipsClearedConfirmation_4821.pdf",
"content_type": "application/pdf",
"content_base64": "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"
}
]
},
{
"email_id": "email_002",
"folder": "INBOX",
"subject": "Desk Recap \u2014 Deal 4821 / Mitchell / Approved Gross $5,640",
"from_addr": "sofia.ramirez@sunshineandsetauto.com",
"to_addr": "jasmine.patel@sunshineandsetauto.com",
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"date": "2026-04-14T09:23:00-04:00",
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"body_text": "Jasmine,\n\nDesk recap for Deal 4821 is approved and ready for posting. Details below:\n\n========================================\nDEAL #4821 \u2014 APPROVED DESK RECAP\n========================================\n\nCUSTOMER INFORMATION:\nCustomer: Sarah E. Mitchell\nSale Date: April 14, 2026\nSalesperson: Jake Torres\nF&I Manager: Sofia Ramirez\n\nVEHICLE INFORMATION:\nYear/Make/Model: 2025 Honda Accord EX-L\nColor: Lunar Silver Metallic\nStock Number: N-2547\nVIN: 1HGCV1F34PA112847\n\nFRONT-END BREAKDOWN:\nSelling Price: $34,500.00\nActual Cash Value (ACV): $32,000.00\nPack: $500.00\nBook Value: $32,500.00\nFront Gross: $2,000.00\n\nFINANCING DETAILS:\nLender: Ally Financial\nAlly Reference: ALY-2026-0414-8823\nAmount Financed: $31,665.00\nAPR (Sell Rate): 6.99%\nAPR (Buy Rate): 5.49%\nTerm: 72 months\nMonthly Payment: $539.64\n\nF&I PRODUCTS:\nGAP Coverage: $895.00\nVehicle Service Contract (VSC): $1,695.00\nTotal F&I Products: $2,590.00\n\nBACK-END BREAKDOWN:\nF&I Products: $2,590.00\nLender Reserve: Per RIC assignment\nBack Gross: $3,640.00\n\nTOTAL APPROVED GROSS: $5,640.00\n\n========================================\n\nDeal approved at 9:23 AM on April 14, 2026. Proceed with posting.\n\nLet me know if you need anything else.\n\nSofia Ramirez\nF&I Manager\nSunshine & Set Automotive\nsofia.ramirez@sunshineandsetauto.com",
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"body_text": "Accounting Team,\n\nPlease find attached the April 2026 Month-End Close Calendar. All deadlines are firm and must be met to ensure timely close.\n\n========================================\nAPRIL 2026 MONTH-END CLOSE CALENDAR\n========================================\n\nLAST BUSINESS DAY \u2014 APRIL 30, 2026 (Thursday):\n\u2022 Finalize all deal postings \u2014 Jasmine Patel\n\u2022 Ensure all April deals are posted and reconciled by end of day\n\u2022 No deals may be posted to April after 5:00 PM on April 30\n\nBUSINESS DAY 1 \u2014 MAY 1, 2026 (Friday):\n\u2022 Floorplan reconciliation (all units) \u2014 Darius Kim\n\u2022 CIT aging report and variance analysis \u2014 Noah Alvarez\n\u2022 Verify all floor plan interest calculations\n\nBUSINESS DAY 2 \u2014 MAY 4, 2026 (Monday):\n\u2022 Accounts Payable accruals \u2014 Caleb Foster\n\u2022 Payroll accruals and commission verification \u2014 Leah Morgan\n\u2022 Chargeback tracker update and review \u2014 Jasmine Patel\n\nBUSINESS DAY 3 \u2014 MAY 5, 2026 (Tuesday):\n\u2022 Bank reconciliation preparation \u2014 Renee Lawson (prepare)\n\u2022 Bank reconciliation review \u2014 Marcus Hale (review/approve)\n\u2022 All bank statements must be reconciled by end of day\n\nBUSINESS DAY 4 \u2014 MAY 6, 2026 (Wednesday):\n\u2022 Receivable review and aging analysis \u2014 Renee Lawson\n\u2022 Journal entries due from all clerks \u2014 All Accounting Staff\n\u2022 Submit all adjusting entries to Marcus Hale by 3:00 PM\n\nBUSINESS DAY 5 \u2014 MAY 7, 2026 (Thursday):\n\u2022 Close binder review and sign-off \u2014 Marcus Hale\n\u2022 All supporting documentation must be complete\n\u2022 Controller preliminary review begins\n\nBUSINESS DAY 7 \u2014 MAY 11, 2026 (Monday):\n\u2022 Controller final sign-off \u2014 Elena Brooks\n\u2022 Financial statements finalized\n\u2022 Close package delivered to ownership\n\n========================================\nADDITIONAL DEADLINES\n========================================\n\nCOMMISSION CUTOFF \u2014 APRIL 16, 2026:\n\u2022 All commission sheets due to Leah Morgan by 5:00 PM\n\u2022 Sales managers must submit final April commission calculations\n\u2022 No late submissions will be processed for April payroll\n\nPAYROLL SUPPORT DOCUMENTS \u2014 APRIL 18, 2026:\n\u2022 Commission support documentation due to Hannah Price (Payroll)\n\u2022 Include backup for all bonuses, spiffs, and commission overrides\n\u2022 Leah Morgan to coordinate submission\n\n========================================\nIMPORTANT NOTES\n========================================\n\n1. All team members are responsible for meeting their assigned deadlines\n2. Any anticipated delays must be communicated to me immediately\n3. Supporting documentation must be complete and organized\n4. Questions regarding close procedures should be directed to Marcus Hale\n5. The close timeline is non-negotiable \u2014 plan your workload accordingly\n\nPlease acknowledge receipt of this calendar by replying to this email. If you have any questions or concerns about your assigned tasks, please let me know as soon as possible.\n\nThank you,\n\nElena Brooks\nController\nSunshine & Set Automotive\nelena.brooks@sunshineandsetauto.com\nPhone: (954) 555-0142",
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I am Jasmine Patel. Finish posting the Sarah Mitchell deal, log it in the funding tracker for CIT follow-up, route the funding package to Noah, and kick off title work in parallel.
@@ -0,0 +1 @@
Today's date is, Tuesday, April, 14, 2026. You are an office assistant with access to the user's filesystem (/workdir), email (google_mail_*), slack (slack_*), calendar (google_calendar_*), jira (jira_*), and shopify (shopify_*) tools. The workspace directory /workdir contains files for the task. Do NOT ask the user for more information — use your tools to discover what you need. Begin by listing /workdir and reading relevant files.
@@ -0,0 +1,23 @@
schema_version = "1.1"
[task]
name = "sop-tasks/finance_sunshine_set_6b9398f4"
description = "SOP task from CSV row 6b9398f4"
[agent]
timeout_sec = 3600.0
[verifier]
timeout_sec = 3600.0
[environment]
os = "linux"
cpus = 2
memory_mb = 4096
env = { INPUTDIR = "/data", OUTPUTDIR = "/data", WORLDBENCH_TOOL_SETS = "syntara_ds_all google_mail_contacts slack_core google_mail_core google_calendar_core jira_core shopify_core" }
[[environment.mcp_servers]]
name = "mcp-proxy"
transport = "streamable-http"
url = "http://localhost:8000/mcp"
File diff suppressed because one or more lines are too long
@@ -0,0 +1,135 @@
#!/usr/bin/env python3
"""Run bundled SOP Python verifiers inside a Harbor task container."""
from __future__ import annotations
import json
import shutil
import sys
import tempfile
import traceback
from pathlib import Path
from typing import Any
WORKDIR = Path("/workdir")
DATA_DIR = Path("/data")
INITIAL_DATA_DIR = Path("/initial_data")
TESTS_DIR = Path("/tests")
VERIFIER_DIR = Path("/logs/verifier")
SERVICE_COMPAT_FILES: dict[str, tuple[str, tuple[str, ...]]] = {
"slack": ("slack.json", ("slack.json", "slack_data.json")),
"google_mail": ("inbox.json", ("inbox.json", "mailbox.json")),
"google_calendar": ("calendar_data.json", ("calendar_data.json", "calendar.json")),
"jira": ("jira_state.json", ("jira_state.json", "jira_data.json")),
"shopify": ("shopify_data.json", ("shopify_data.json",)),
}
def _state_path(service: str, seed_name: str) -> Path | None:
candidates = [
DATA_DIR / service / "final.json",
DATA_DIR / service / seed_name,
INITIAL_DATA_DIR / service / seed_name,
]
return next((p for p in candidates if p.is_file()), None)
def _build_compat_external_services(dest: Path) -> None:
dest.mkdir(parents=True, exist_ok=True)
for service, (seed_name, compat_names) in SERVICE_COMPAT_FILES.items():
src = _state_path(service, seed_name)
if src is not None:
for compat_name in compat_names:
shutil.copy2(src, dest / compat_name)
def _coerce_result(raw: Any) -> dict[str, Any]:
if isinstance(raw, dict):
passed = bool(raw.get("pass", raw.get("passed", False)))
score = raw.get("score", 1.0 if passed else 0.0)
try:
score = float(score)
except (TypeError, ValueError):
score = 1.0 if passed else 0.0
return {
"pass": passed,
"score": max(0.0, min(1.0, score)),
"feedback": str(raw.get("feedback", "")),
}
passed = bool(raw)
return {"pass": passed, "score": 1.0 if passed else 0.0, "feedback": str(raw)}
def _run_one(rubric: dict[str, Any], external_services_path: Path) -> dict[str, Any]:
rubric_id = str(rubric.get("id") or "rubric")
code = rubric.get("verifier_code")
if not isinstance(code, str) or not code.strip():
return {
"id": rubric_id,
"pass": False,
"score": 0.0,
"feedback": "rubric has no verifier_code",
}
namespace: dict[str, Any] = {"__builtins__": __builtins__}
try:
exec(compile(code, f"<{rubric_id}>", "exec"), namespace)
verify = namespace.get("verify")
if not callable(verify):
raise RuntimeError("verifier_code did not define verify()")
result = _coerce_result(verify(str(WORKDIR), str(external_services_path)))
return {"id": rubric_id, **result}
except Exception:
return {
"id": rubric_id,
"pass": False,
"score": 0.0,
"feedback": traceback.format_exc(),
}
def main() -> None:
rubrics_path = TESTS_DIR / "rubrics.json"
if not rubrics_path.is_file():
print("[sop-verifier] ERROR: rubrics.json not found", file=sys.stderr)
sys.exit(1)
rubrics = json.loads(rubrics_path.read_text())
if not isinstance(rubrics, list):
print("[sop-verifier] ERROR: rubrics.json must be a list", file=sys.stderr)
sys.exit(1)
with tempfile.TemporaryDirectory(prefix="sop-external-services-") as tmp:
compat_dir = Path(tmp)
_build_compat_external_services(compat_dir)
results = [_run_one(r, compat_dir) for r in rubrics]
total = len(results)
passed = sum(1 for r in results if r.get("pass"))
average_score = round(
sum(float(r.get("score", 0.0)) for r in results) / total,
4,
) if total else 0.0
print(f"[sop-verifier] {passed}/{total} rubrics passed; score={average_score:.2f}")
for result in results:
status = "PASS" if result.get("pass") else "FAIL"
feedback = str(result.get("feedback", "")).replace("\n", " ")[:500]
print(f" [{status}] {result.get('id')}: {feedback}")
output = {
"passed": passed == total,
"rubrics_passed": passed,
"rubrics_total": total,
"score": average_score,
"rubric_results": results,
}
(TESTS_DIR / "results.json").write_text(json.dumps(output, indent=2) + "\n")
VERIFIER_DIR.mkdir(parents=True, exist_ok=True)
(VERIFIER_DIR / "reward.txt").write_text(str(average_score))
if __name__ == "__main__":
main()
@@ -0,0 +1 @@
You are Jasmine Patel, it's Tuesday April 14th, 2026. Finish posting the Sarah Mitchell deal, log it in the funding tracker for CIT follow-up, route the funding package to Noah, and kick off title work in parallel.
@@ -0,0 +1,3 @@
#!/bin/bash
pip install openpyxl pdfplumber python-docx 2>/dev/null
python /tests/sop_verifier.py