Test 049

Sep 14, 2026 / 2 facts

Request

Email sarah@scaffold.dev, copying devon@scaffold.dev, with my decision about whether I should join Evergreen's routine follow-up, who should handle it, and when they should involve me.

Required memory

Fact 268

Devon will cover commercial and procurement context for Evergreen’s January 6, 2026 current-state/admin-follow-up review.

Source evidence (1)

002469Dec 18, 2025 / 09:58 UTC-08:00

Just noting the Evergreen scheduling outcome so it doesn't get reopened later. Evergreen asked whether I could join a late-December admin-roadmap review on either Dec 29 at 10:00 AM PT or Dec 30 at 1:00 PM PT for 45 minutes to discuss current admin controls, granular sync-operator interest, and what procurement should expect next. Sarah confirmed this is normal follow-up, not an incident: the current flow is active, no SAML/platform regression is open, and no overage payment is blocked. I declined the holiday-week slot because the Oakland/Kibo plan with Jamie is protected and this is not customer-impacting emergency work. Sarah and Devon offered Jan 6, 2026 from 10:00 to 10:45 AM PT as a current-state/admin-follow-up review instead, with Sarah keeping the customer thread and Devon covering commercial/procurement context, and Evergreen accepted that.

Message 002469 in history

Fact 270

Morgan Chen requested that the existing Evergreen Bank CRM row be updated by setting status to `jan2026_renewal_path_standard_growth_current_state`, next touch date to `2026-01-13`, and trigger condition to `Sarah/Devon carry renewal/procurement follow-up; Morgan only for true founder-level decision or customer-impacting emergency`, while leaving notes and tags unchanged.

Source evidence (1)

002536Jan 6, 2026 / 11:26 UTC-08:00

Sarah and Devon just ran the scheduled Evergreen Bank current-state/admin-follow-up review from 10:00 to 10:45 AM without me. Evergreen procurement asked whether the upcoming annual renewal can keep the same Growth usage structure while documenting current admin controls, and whether the repeated granular sync-operator interest needs to be included in the annual baseline. Sarah kept the discussion on current shipped Mercury capabilities: active current flow, SAML login, admin-audit lookup, visible invite/source/admin controls, and standard support paths. Devon told procurement the renewal path should stay on standard Growth usage and current-state admin review; granular sync-operator work belongs in later advanced-admin research and is not a renewal condition. Please update the existing Evergreen Bank CRM row only as follows: set status to `jan2026_renewal_path_standard_growth_current_state`; set next touch date to `2026-01-13`; set trigger condition to `Sarah/Devon carry renewal/procurement follow-up; Morgan only for true founder-level decision or customer-impacting emergency`; leave notes and tags unchanged.

Message 002536 in history

Expected tool calls

send_email

Grading

1. field_equals / send_email

{
  "type": "field_equals",
  "tool": "send_email",
  "path": "result.ok",
  "value": true,
  "check_id": "morgan_049_00",
  "action_id": "morgan_049_send_email"
}

2. field_equals / send_email

{
  "type": "field_equals",
  "path": "result.to",
  "value": "sarah@scaffold.dev",
  "tool": "send_email",
  "check_id": "morgan_049_01",
  "action_id": "morgan_049_send_email"
}

3. field_list_includes / send_email

{
  "type": "field_list_includes",
  "path": "result.cc",
  "values": [
    "devon@scaffold.dev"
  ],
  "tool": "send_email",
  "check_id": "morgan_049_02",
  "action_id": "morgan_049_send_email"
}

4. field_llm_judge / send_email

{
  "type": "field_llm_judge",
  "path": "result.body",
  "criterion": "Keeps routine follow-up with Sarah on the customer thread and Devon on commercial/procurement matters, without Morgan attending by default. Involves Morgan for a true founder-level decision or customer-impacting emergency, not merely ordinary escalation or owner inconvenience.",
  "tool": "send_email",
  "check_id": "morgan_049_03",
  "action_id": "morgan_049_send_email"
}

Complete grading specification

{
  "type": "tool_trace",
  "config": {
    "check_version": 2,
    "today": "2026-09-14",
    "assertions": [
      {
        "type": "field_equals",
        "tool": "send_email",
        "path": "result.ok",
        "value": true,
        "check_id": "morgan_049_00",
        "action_id": "morgan_049_send_email"
      },
      {
        "type": "field_equals",
        "path": "result.to",
        "value": "sarah@scaffold.dev",
        "tool": "send_email",
        "check_id": "morgan_049_01",
        "action_id": "morgan_049_send_email"
      },
      {
        "type": "field_list_includes",
        "path": "result.cc",
        "values": [
          "devon@scaffold.dev"
        ],
        "tool": "send_email",
        "check_id": "morgan_049_02",
        "action_id": "morgan_049_send_email"
      },
      {
        "type": "field_llm_judge",
        "path": "result.body",
        "criterion": "Keeps routine follow-up with Sarah on the customer thread and Devon on commercial/procurement matters, without Morgan attending by default. Involves Morgan for a true founder-level decision or customer-impacting emergency, not merely ordinary escalation or owner inconvenience.",
        "tool": "send_email",
        "check_id": "morgan_049_03",
        "action_id": "morgan_049_send_email"
      }
    ]
  }
}

App state

Download JSON

Source file

tests/morgan/049.yaml

SHA-256: ce69e5dcee80d9fe246b765b5c0087e2c92fe17e64e693f548527addeb1be9c8