Sep 14, 2026 / 2 facts
Create a 2023 retreat archive note identifying the organizer and budget owner.
Sarah is coordinating the retreat this year.
oh and on retreat stuff, loop Sarah in. budget still runs through HR but she's the one actually herding it this year
Message 000372 in historyMorgan Chen requested that HR be kept as the budget owner.
HR needs the final retreat catering count lock. From: HR To: Morgan Chen Cc: Sarah Kim <sarah@atlas-test.com> Date: Tue, 29 Aug 2023 09:12 AM Subject: Retreat catering count lock — due today Hi Morgan, We need the final lunch count lock today. Tava Kitchen can hold the order at the following counts if we confirm by 2:00 p.m.: - Total attendees: 33 - Standard meals: 23 - Vegetarian: 5 - Vegan: 3 - Gluten-free: 2 Optional add-on: afternoon snack service is $420 before tax and service if the team wants it added. Please reply on this thread with a yes/no on the lunch counts by 2:00 p.m. HR will keep the budget line on our side. Thanks, HR Please reply on the count-lock email thread and cc Sarah Kim. Confirm the Tava Kitchen lunch counts exactly as listed: total 33, 23 standard, 5 vegetarian, 3 vegan, and 2 gluten-free. Keep HR as the budget owner, and decline the afternoon snack service or any dinner/snack add-ons unless HR provides a separate approved budget path.
Message 000704 in historyfield_equals / create_doc{
"type": "field_equals",
"tool": "create_doc",
"path": "result.ok",
"value": true,
"check_id": "morgan_195_00",
"action_id": "morgan_195_create_doc"
}field_llm_judge / create_doc{
"type": "field_llm_judge",
"path": "result.document.body",
"criterion": "Identifies Sarah as organizer/contact and HR as budget owner for that retreat. Does not substitute the organizer for budget approval or make it a timeless assignment.",
"tool": "create_doc",
"check_id": "morgan_195_01",
"action_id": "morgan_195_create_doc"
}{
"type": "tool_trace",
"config": {
"check_version": 2,
"today": "2026-09-14",
"assertions": [
{
"type": "field_equals",
"tool": "create_doc",
"path": "result.ok",
"value": true,
"check_id": "morgan_195_00",
"action_id": "morgan_195_create_doc"
},
{
"type": "field_llm_judge",
"path": "result.document.body",
"criterion": "Identifies Sarah as organizer/contact and HR as budget owner for that retreat. Does not substitute the organizer for budget approval or make it a timeless assignment.",
"tool": "create_doc",
"check_id": "morgan_195_01",
"action_id": "morgan_195_create_doc"
}
]
}
}tests/morgan/195.yaml
SHA-256: 25166b1023f39a767992fe4e563ee34813b00fd4273e5a32aeaee8b3acd50030