9. field_regex / update_crm_row
{
"type": "field_regex",
"path": "result.row.notes",
"pattern": "^November\\ 2025\\ usage\\ closed\\ at\\ 223\\ monthly\\ active\\ developers;\\ treasury\\ and\\ risk\\ operations\\ are\\ active\\ alongside\\ the\\ original\\ department;\\ Evergreen\\ is\\ processing\\ the\\ standard\\ first\\ Growth\\ overage\\ band\\ of\\ \\$1,000\\ under\\ existing\\ terms;\\ no\\ seat\\ carveout,\\ custom\\ department\\ package,\\ or\\ custom\\ commercial\\ exception\\.\\\n\\\nJan\\ 27,\\ 2026:\\ annual\\ Mercury\\ Growth\\ renewal\\ signed\\ for\\ Feb\\ 1,\\ 2026\\ through\\ Jan\\ 31,\\ 2027\\ on\\ standard\\ terms:\\ \\$7,500\\ per\\ month\\ including\\ up\\ to\\ 200\\ monthly\\ active\\ developers,\\ plus\\ \\$1,000\\ per\\ additional\\ 50\\ monthly\\ active\\ developers\\.\\ Quarterly\\ current\\-state/admin\\ reviews\\ are\\ included\\ for\\ then\\-current\\ admin\\ controls\\ only\\.\\ The\\ signed\\ renewal\\ does\\ not\\ include\\ a\\ granular\\ sync\\-operator\\ commitment,\\ custom\\ admin\\ package,\\ overage\\ cap,\\ department\\ carveout,\\ roadmap\\ appendix,\\ delivery\\ date,\\ or\\ advanced\\-admin\\ renewal\\ obligation\\.\\ Treat\\ this\\ as\\ a\\ standard\\ Growth\\ renewal,\\ not\\ a\\ custom\\ package\\ or\\ founder\\-owned\\ follow\\-up\\.\\\n\\\nApr\\ 16,\\ 2026:\\ first\\ included\\ 2026\\ current\\-state/admin\\ review\\ closed\\ inside\\ standard\\ Growth\\ mechanics\\.\\ Covered\\ shipped\\ SAML\\ login,\\ visible\\ invite/source/admin\\ audit\\ lookup,\\ workspace\\-admin\\ support,\\ and\\ March\\ usage\\ under\\ standard\\ Growth\\.\\ No\\ custom\\ admin\\ policy,\\ overage\\ cap,\\ granular\\-role\\ date\\ or\\ package,\\ procurement\\-security\\ item,\\ add\\-on,\\ or\\ department\\ carveout\\ commitment\\.\\ Sync\\-operator\\ interest\\ remains\\ later\\ advanced\\-admin\\ research\\ only,\\ with\\ no\\ committed\\ date\\.\\ Sarah\\ Kim\\ owns\\ the\\ customer\\ thread\\ and\\ Devon\\ Hayes\\ covers\\ commercial/procurement\\ context\\.\\s+\\S",
"tool": "update_crm_row",
"check_id": "morgan_192_08",
"action_id": "morgan_192_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_192_00",
"action_id": "morgan_192_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.id",
"value": "crm_1785189091939",
"tool": "update_crm_row",
"check_id": "morgan_192_01",
"action_id": "morgan_192_update_crm_row"
},
{
"type": "field_llm_judge",
"path": "result.row.notes",
"criterion": "Adds the treasury second-department success under the existing annual account: setup, source connection, and first live sync completed on the shipped flow without SSO changes or custom admin policy. Keeps it account-specific, with granular-role/advanced-admin interest uncommitted. Does not replace later account history with the old closeout.",
"tool": "update_crm_row",
"check_id": "morgan_192_02",
"action_id": "morgan_192_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.name",
"value": "Evergreen Bank",
"tool": "update_crm_row",
"check_id": "morgan_192_03",
"action_id": "morgan_192_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.status",
"value": "q3_2026_admin_review_closed_current_scope",
"tool": "update_crm_row",
"check_id": "morgan_192_04",
"action_id": "morgan_192_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.next_touch_date",
"value": "normal Q2 account check-in only",
"tool": "update_crm_row",
"check_id": "morgan_192_05",
"action_id": "morgan_192_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.trigger_condition",
"value": "new standard-term account health or a customer question; not April overage as an expansion signal",
"tool": "update_crm_row",
"check_id": "morgan_192_06",
"action_id": "morgan_192_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.tags",
"value": [
"mercury",
"growth",
"annual-customer",
"evergreen",
"current-state-admin-review-closed",
"granular-sync-operator-logged-input",
"no-commercial-exception"
],
"tool": "update_crm_row",
"check_id": "morgan_192_07",
"action_id": "morgan_192_update_crm_row"
},
{
"type": "field_regex",
"path": "result.row.notes",
"pattern": "^November\\ 2025\\ usage\\ closed\\ at\\ 223\\ monthly\\ active\\ developers;\\ treasury\\ and\\ risk\\ operations\\ are\\ active\\ alongside\\ the\\ original\\ department;\\ Evergreen\\ is\\ processing\\ the\\ standard\\ first\\ Growth\\ overage\\ band\\ of\\ \\$1,000\\ under\\ existing\\ terms;\\ no\\ seat\\ carveout,\\ custom\\ department\\ package,\\ or\\ custom\\ commercial\\ exception\\.\\\n\\\nJan\\ 27,\\ 2026:\\ annual\\ Mercury\\ Growth\\ renewal\\ signed\\ for\\ Feb\\ 1,\\ 2026\\ through\\ Jan\\ 31,\\ 2027\\ on\\ standard\\ terms:\\ \\$7,500\\ per\\ month\\ including\\ up\\ to\\ 200\\ monthly\\ active\\ developers,\\ plus\\ \\$1,000\\ per\\ additional\\ 50\\ monthly\\ active\\ developers\\.\\ Quarterly\\ current\\-state/admin\\ reviews\\ are\\ included\\ for\\ then\\-current\\ admin\\ controls\\ only\\.\\ The\\ signed\\ renewal\\ does\\ not\\ include\\ a\\ granular\\ sync\\-operator\\ commitment,\\ custom\\ admin\\ package,\\ overage\\ cap,\\ department\\ carveout,\\ roadmap\\ appendix,\\ delivery\\ date,\\ or\\ advanced\\-admin\\ renewal\\ obligation\\.\\ Treat\\ this\\ as\\ a\\ standard\\ Growth\\ renewal,\\ not\\ a\\ custom\\ package\\ or\\ founder\\-owned\\ follow\\-up\\.\\\n\\\nApr\\ 16,\\ 2026:\\ first\\ included\\ 2026\\ current\\-state/admin\\ review\\ closed\\ inside\\ standard\\ Growth\\ mechanics\\.\\ Covered\\ shipped\\ SAML\\ login,\\ visible\\ invite/source/admin\\ audit\\ lookup,\\ workspace\\-admin\\ support,\\ and\\ March\\ usage\\ under\\ standard\\ Growth\\.\\ No\\ custom\\ admin\\ policy,\\ overage\\ cap,\\ granular\\-role\\ date\\ or\\ package,\\ procurement\\-security\\ item,\\ add\\-on,\\ or\\ department\\ carveout\\ commitment\\.\\ Sync\\-operator\\ interest\\ remains\\ later\\ advanced\\-admin\\ research\\ only,\\ with\\ no\\ committed\\ date\\.\\ Sarah\\ Kim\\ owns\\ the\\ customer\\ thread\\ and\\ Devon\\ Hayes\\ covers\\ commercial/procurement\\ context\\.\\s+\\S",
"tool": "update_crm_row",
"check_id": "morgan_192_08",
"action_id": "morgan_192_update_crm_row"
}
]
}
}