Test 104

Sep 14, 2026 / 2 facts

Request

Elena Volkov's CRM record was recreated with only her name. Restore my last recorded follow-up status and the reason for it.

Required memory

Fact 16

Elena Volkov’s main objection to the fundraising round was the retention funnel; she did not believe the company had yet earned the retention shape it was implying.

Source evidence (1)

000161Feb 20, 2023 / 13:00 UTC-08:00

Elena Volkov sent the no from the VC firm. passed on the round, but not boilerplate at all. long note. I read it twice in the car. her main push was the retention funnel -- basically didn't buy that we've earned the shape we're implying there yet. annoying bc she's not wrong on the weak spot, but also... thoughtful. keeping her in the later bucket.

Message 000161 in history

Fact 17

As of February 20, 2023, Morgan Chen was keeping Elena Volkov in the later bucket.

Source evidence (1)

000161Feb 20, 2023 / 13:00 UTC-08:00

Message 000161 in history

Expected tool calls

update_crm_row

Grading

1. field_equals / update_crm_row

{
  "type": "field_equals",
  "tool": "update_crm_row",
  "path": "result.ok",
  "value": true,
  "check_id": "morgan_104_00",
  "action_id": "morgan_104_update_crm_row"
}

2. field_equals / update_crm_row

{
  "type": "field_equals",
  "path": "result.row.id",
  "value": "crm_elena_volkov",
  "tool": "update_crm_row",
  "check_id": "morgan_104_01",
  "action_id": "morgan_104_update_crm_row"
}

3. field_equals / update_crm_row

{
  "type": "field_equals",
  "path": "result.row.status",
  "value": "warm_later",
  "tool": "update_crm_row",
  "check_id": "morgan_104_02",
  "action_id": "morgan_104_update_crm_row"
}

4. field_llm_judge / update_crm_row

{
  "type": "field_llm_judge",
  "path": "result.row.notes",
  "criterion": "Keeps warm/later follow-up, not an active process. Explains that her thoughtful earlier pass questioned whether Scaffold had earned its claimed retention-funnel shape. Does not invent a new investment commitment.",
  "tool": "update_crm_row",
  "check_id": "morgan_104_03",
  "action_id": "morgan_104_update_crm_row"
}

Complete grading specification

{
  "type": "tool_trace",
  "config": {
    "check_version": 2,
    "today": "2026-09-14",
    "assertions": [
      {
        "type": "field_equals",
        "tool": "update_crm_row",
        "path": "result.ok",
        "value": true,
        "check_id": "morgan_104_00",
        "action_id": "morgan_104_update_crm_row"
      },
      {
        "type": "field_equals",
        "path": "result.row.id",
        "value": "crm_elena_volkov",
        "tool": "update_crm_row",
        "check_id": "morgan_104_01",
        "action_id": "morgan_104_update_crm_row"
      },
      {
        "type": "field_equals",
        "path": "result.row.status",
        "value": "warm_later",
        "tool": "update_crm_row",
        "check_id": "morgan_104_02",
        "action_id": "morgan_104_update_crm_row"
      },
      {
        "type": "field_llm_judge",
        "path": "result.row.notes",
        "criterion": "Keeps warm/later follow-up, not an active process. Explains that her thoughtful earlier pass questioned whether Scaffold had earned its claimed retention-funnel shape. Does not invent a new investment commitment.",
        "tool": "update_crm_row",
        "check_id": "morgan_104_03",
        "action_id": "morgan_104_update_crm_row"
      }
    ]
  }
}

App state

Download JSON

Source file

tests/morgan/104.yaml

SHA-256: d0971bc560fb3b9997fecb08597d044698c9414a47049f2a02fc726d9aebe280