SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-074'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-074'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-074' AND decision_code='CERTIFY_VARIANCE_PAGE'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-074' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-074 completed — CERTIFY_VARIANCE_PAGE' AND body LIKE '%CERTIFY_VARIANCE_PAGE%'

escalated variant of fpna/budget-variance-feb via sim/grow_tasks.py (buried_docs: governing policy hidden in the adjacent-policy library; quiet_prompt: explicit policy pointers removed from the ask); ground truth unchanged. Base: port of research/external/repos/TheAgentCompany/workspaces/tasks/finance-budget-variance (task.md + evaluator.py: budget vs actual by department/category/month, variance amount and %, flag >10% AND >$5,000, 'adjust for identified seasonal spending variations', identifiers as Department_Category_YYYYMM); the source's vague seasonality clause is resolved here into FIN-FPA-04 s4; docs/HARD-LAYER-DESIGN.md M3 (dual-limb non-collapse) and M5 (the front-loaded list has no field in either workbook and lives only in the policy document)

Prompt:
**Iris Novak · FP&A Lead · Teams 08:20, Monday 2 March**

Can the February variance page be certified after controls review?

The earlier working paper is not a conclusion. Please determine what the current records actually support, including the viable option and any hold, then leave enough provenance for an independent reviewer to reproduce it. Leave the open finance case in the exact supported state and give Controls an audit-ready handoff.

Question: finance case work item

Question: finance case work item

FINCASE-074 completed — CERTIFY_VARIANCE_PAGE

Question: finance case work item

Resolve immutable work item FINCASE-074 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Reperform actual-to-effective-budget comparisons and test materiality, classification, and owner evidence under the current policy.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-074 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-074"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-074 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-074"}) + successful_required_calls + reads_before_write

Check metadata for lgr-074-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-074-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-074-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-074-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-074-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-074-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-074-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-074-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-074 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-074"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-074-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-074-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-074-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-074-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-074-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-074-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-074-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-074-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-074 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-074"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-074-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-074-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-074-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-074-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-074-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-074-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-074-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-074-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

Certification retains supported exceptions and excludes items created by stale budget versions.

Reject the unsupported branch: Use the earlier budget baseline or sign off from aggregate totals.

Select `CERTIFY_VARIANCE_PAGE` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `flagged_ids` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `flagged_count` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `unfavourable_total_usd` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-074 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Use the earlier budget baseline or sign off from aggregate totals.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-075'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-075'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-075' AND decision_code='DECIDE_PAYROLL_RELEASE'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-075' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-075 completed — DECIDE_PAYROLL_RELEASE' AND body LIKE '%DECIDE_PAYROLL_RELEASE%'

port of research/external/repos/TheAgentCompany/workspaces/tasks/finance-check-attendance-payroll (attendance x rate -> earnings, with the rate card held in a source separate from attendance); reframed from 'compute earnings' to 'tie out what payroll actually paid' per docs/HARD-LAYER-DESIGN.md M3 (objective non-collapse), M4 (money re-derived from hours x approved rate, never read back off the register) and M5 (the LWOP payability rule exists only in SOP-PAY-04, not as a field on either workbook)

Prompt:
**Joel Tan · FP&A Manager · Teams 09:12**

Tell Joel whether the half-month payroll can release and quantify every attendance-driven correction.

I need the answer and the operational consequence, not a list of screens visited. Resolve conflicting versions and identities, use the effective rule, and make the smallest supported change without disturbing neighboring work. Update only the scoped finance case, verify what persisted, and close the loop with Controls.

SELECT ROUND(SUM(MAX(p.gross - o.owed, 0)),2) FROM (SELECT json_extract(cells,'$[0]') AS id, json_extract(cells,'$[4]') AS gross FROM sheet_rows WHERE file='payroll-register-2026-02-H2.xlsx' AND json_extract(cells,'$[0]') LIKE 'E-1%') p JOIN (SELECT json_extract(a.cells,'$[0]') AS id, (json_extract(a.cells,'$[3]') + CASE WHEN json_extract(a.cells,'$[5]')='LWOP' THEN 0 ELSE json_extract(a.cells,'$[4]') END) * json_extract(r.cells,'$[3]') AS owed FROM sheet_rows a JOIN sheet_rows r ON json_extract(r.cells,'$[0]')=json_extract(a.cells,'$[0]') WHERE a.file='attendance-export-2026-02-H2.xlsx' AND r.file='comp-rate-schedule-2026.xlsx' AND json_extract(a.cells,'$[0]') LIKE 'E-1%') o ON p.id=o.id

SELECT ROUND(-SUM(MIN(p.gross - o.owed, 0)),2) FROM (SELECT json_extract(cells,'$[0]') AS id, json_extract(cells,'$[4]') AS gross FROM sheet_rows WHERE file='payroll-register-2026-02-H2.xlsx' AND json_extract(cells,'$[0]') LIKE 'E-1%') p JOIN (SELECT json_extract(a.cells,'$[0]') AS id, (json_extract(a.cells,'$[3]') + CASE WHEN json_extract(a.cells,'$[5]')='LWOP' THEN 0 ELSE json_extract(a.cells,'$[4]') END) * json_extract(r.cells,'$[3]') AS owed FROM sheet_rows a JOIN sheet_rows r ON json_extract(r.cells,'$[0]')=json_extract(a.cells,'$[0]') WHERE a.file='attendance-export-2026-02-H2.xlsx' AND r.file='comp-rate-schedule-2026.xlsx' AND json_extract(a.cells,'$[0]') LIKE 'E-1%') o ON p.id=o.id

SELECT ROUND(SUM(p.gross - o.owed),2) FROM (SELECT json_extract(cells,'$[0]') AS id, json_extract(cells,'$[4]') AS gross FROM sheet_rows WHERE file='payroll-register-2026-02-H2.xlsx' AND json_extract(cells,'$[0]') LIKE 'E-1%') p JOIN (SELECT json_extract(a.cells,'$[0]') AS id, (json_extract(a.cells,'$[3]') + CASE WHEN json_extract(a.cells,'$[5]')='LWOP' THEN 0 ELSE json_extract(a.cells,'$[4]') END) * json_extract(r.cells,'$[3]') AS owed FROM sheet_rows a JOIN sheet_rows r ON json_extract(r.cells,'$[0]')=json_extract(a.cells,'$[0]') WHERE a.file='attendance-export-2026-02-H2.xlsx' AND r.file='comp-rate-schedule-2026.xlsx' AND json_extract(a.cells,'$[0]') LIKE 'E-1%') o ON p.id=o.id

Question: finance case work item

Question: finance case work item

FINCASE-075 completed — DECIDE_PAYROLL_RELEASE

Question: finance case work item

Resolve immutable work item FINCASE-075 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Join employee identity, approved time, attendance exceptions, pay rates, leave, payroll register, and cutoff policy.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-075 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-075"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-075 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-075"}) + successful_required_calls + reads_before_write

Check metadata for lgr-075-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-075-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-075-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-075-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-075-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-075-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-075-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-075-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-075 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-075"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-075-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-075-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-075-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-075-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-075-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-075-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-075-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-075-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-075 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-075"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-075-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-075-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-075-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-075-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-075-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-075-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-075-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-075-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

The pay file releases only after supported employee-level corrections and holds are resolved or explicitly retained.

Reject the unsupported branch: Net attendance differences across employees or trust the payroll vendor total.

Select `DECIDE_PAYROLL_RELEASE` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `discrepancy_employee_ids` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `overpayment_usd` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `underpayment_usd` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `net_variance_usd` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `underpaid_employee` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-075 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Use only when the required evidence intersection is incomplete or conflicting.

Net attendance differences across employees or trust the payroll vendor total.

verifiers/vcode.py (binary reward; all checks must pass)

answer_checks: submitted fields graded by type with tolerances

trace_checks: required servers visited, reads precede submission

state_checks: writes_only anti-hack veto plus SQL over the world left behind


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-076'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-076'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-076' AND decision_code='CERTIFY_PAYROLL_REGISTER'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-076' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-076 completed — CERTIFY_PAYROLL_REGISTER' AND body LIKE '%CERTIFY_PAYROLL_REGISTER%'

escalated variant of fpna/payroll-attendance-tieout via sim/grow_tasks.py (buried_docs: governing policy hidden in the adjacent-policy library; quiet_prompt: explicit policy pointers removed from the ask); ground truth unchanged. Base: port of research/external/repos/TheAgentCompany/workspaces/tasks/finance-check-attendance-payroll (attendance x rate -> earnings, with the rate card held in a source separate from attendance); reframed from 'compute earnings' to 'tie out what payroll actually paid' per docs/HARD-LAYER-DESIGN.md M3 (objective non-collapse), M4 (money re-derived from hours x approved rate, never read back off the register) and M5 (the LWOP payability rule exists only in SOP-PAY-04, not as a field on either workbook)

Prompt:
**Joel Tan · FP&A Manager · Teams 09:12**

Can the payroll register be certified under the current sign-off control?

I need a decision the team can use today, with the amounts, dates, and immutable record identifiers that support it. Some surrounding records came from an older review, so establish what is current before relying on them. Carry the decision through the governed case record and leave Controls a reproducible completion message.

Question: finance case work item

Question: finance case work item

FINCASE-076 completed — CERTIFY_PAYROLL_REGISTER

Question: finance case work item

Resolve immutable work item FINCASE-076 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Reperform employee-level hours and pay reconciliation, apply the effective exception threshold, and verify approvals for corrections.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-076 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-076"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-076 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-076"}) + successful_required_calls + reads_before_write

Check metadata for lgr-076-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-076-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-076-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-076-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-076-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-076-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-076-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-076-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-076 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-076"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-076-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-076-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-076-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-076-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-076-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-076-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-076-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-076-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-076 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-076"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-076-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-076-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-076-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-076-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-076-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-076-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-076-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-076-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

Certification depends on exact worker-period matches and documented treatment of every remaining exception.

Reject the unsupported branch: Approve because the gross payroll total is close to forecast.

Select `CERTIFY_PAYROLL_REGISTER` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `discrepancy_employee_ids` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `overpayment_usd` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `underpayment_usd` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `net_variance_usd` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `underpaid_employee` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-076 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Approve because the gross payroll total is close to forecast.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-077'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-077'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-077' AND decision_code='ISSUE_RD_CREDIT_POSITION'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-077' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-077 completed — ISSUE_RD_CREDIT_POSITION' AND body LIKE '%ISSUE_RD_CREDIT_POSITION%'

no - the 2025 return positions memo declines the section 280C reduced credit, so Section B carries the full 14% credit

port of research/external/repos/TheAgentCompany/workspaces/tasks/finance-apply-tax-credit (IRS Form 6765 Section B alternative simplified credit built from a wage file plus a financials extract, with the ambiguous questions - section 280C election, existence of prior-3-year QREs - resolved by consulting a colleague). The judgement ports; the plumbing does not: the fillable PDF becomes graded answer fields through harness__submit_answer, the two workbooks become sheets/sheet_rows, the f6765 instructions become a docs policy (TAX-POL-11), and the RocketChat consultation with the finance director becomes the year's return positions memo. Escalated per docs/HARD-LAYER-DESIGN.md M3 (the base period is the objective the naive four-row average collapses), M4 (every component re-derived from line detail - wages x project time %, 65% contract-research haircut - never read off a totals row) and M5 (the qualification rules - US-sited research, quality-control testing, market research, depreciation, patent legal - exist only in TAX-POL-11, not as a field on either workbook)

Prompt:
**Renata Alvarez · Tax Manager · Teams 08:20**

Give Tax the supportable Q1 research-credit position and identify costs that cannot enter Form 6765.

This is blocking today's operating review. The obvious screen may be stale and similarly named records exist, so give me the current supported position, the realistic alternatives, and the source identities behind it. Record the supported disposition on the open finance case and send Controls a concise completion note.

SELECT ROUND(SUM(json_extract(cells,'$[5]') * json_extract(cells,'$[6]') / 100.0),2) FROM sheet_rows WHERE file='rd-wage-detail-2025.xlsx' AND json_extract(cells,'$[0]') LIKE 'E-3%' AND json_extract(cells,'$[3]')='qualified research' AND json_extract(cells,'$[4]') LIKE '%(US)%'

SELECT ROUND((SELECT SUM(json_extract(cells,'$[5]') * json_extract(cells,'$[6]') / 100.0) FROM sheet_rows WHERE file='rd-wage-detail-2025.xlsx' AND json_extract(cells,'$[0]') LIKE 'E-3%' AND json_extract(cells,'$[3]')='qualified research' AND json_extract(cells,'$[4]') LIKE '%(US)%') + (SELECT SUM(CASE WHEN json_extract(cells,'$[1]')='contract research' THEN 0.65*json_extract(cells,'$[5]') ELSE json_extract(cells,'$[5]') END) FROM sheet_rows WHERE file='rd-nonwage-costs-2025.xlsx' AND json_extract(cells,'$[0]') LIKE 'C-%' AND json_extract(cells,'$[1]') IN ('supplies','computer rental','contract research') AND json_extract(cells,'$[4]') LIKE '%(US)%'),2)

SELECT ROUND(SUM(json_extract(cells,'$[2]')),2) FROM sheet_rows WHERE file='rd-qre-history.xlsx' AND CAST(json_extract(cells,'$[0]') AS INTEGER) BETWEEN 2022 AND 2024

SELECT ROUND(SUM(json_extract(cells,'$[2]'))/6.0,2) FROM sheet_rows WHERE file='rd-qre-history.xlsx' AND CAST(json_extract(cells,'$[0]') AS INTEGER) BETWEEN 2022 AND 2024

SELECT ROUND(0.14 * ((SELECT SUM(json_extract(cells,'$[5]') * json_extract(cells,'$[6]') / 100.0) FROM sheet_rows WHERE file='rd-wage-detail-2025.xlsx' AND json_extract(cells,'$[0]') LIKE 'E-3%' AND json_extract(cells,'$[3]')='qualified research' AND json_extract(cells,'$[4]') LIKE '%(US)%') + (SELECT SUM(CASE WHEN json_extract(cells,'$[1]')='contract research' THEN 0.65*json_extract(cells,'$[5]') ELSE json_extract(cells,'$[5]') END) FROM sheet_rows WHERE file='rd-nonwage-costs-2025.xlsx' AND json_extract(cells,'$[0]') LIKE 'C-%' AND json_extract(cells,'$[1]') IN ('supplies','computer rental','contract research') AND json_extract(cells,'$[4]') LIKE '%(US)%') - (SELECT SUM(json_extract(cells,'$[2]'))/6.0 FROM sheet_rows WHERE file='rd-qre-history.xlsx' AND CAST(json_extract(cells,'$[0]') AS INTEGER) BETWEEN 2022 AND 2024)),2)

Question: finance case work item

Question: finance case work item

FINCASE-077 completed — ISSUE_RD_CREDIT_POSITION

Question: finance case work item

Resolve immutable work item FINCASE-077 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Join project qualification, wage and contractor detail, nexus, funded-research terms, tax policy, and approval evidence.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-077 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-077"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-077 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-077"}) + successful_required_calls + reads_before_write

Check metadata for lgr-077-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-077-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-077-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-077-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-077-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-077-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-077-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-077-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-077 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-077"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-077-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-077-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-077-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-077-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-077-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-077-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-077-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-077-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-077 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-077"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-077-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-077-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-077-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-077-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-077-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-077-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-077-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-077-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

Only qualified research expenditures meeting the operative legal and documentation tests enter the credit base.

Reject the unsupported branch: Apply the credit rate to all R&D-account spend.

Select `ISSUE_RD_CREDIT_POSITION` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `qualified_wages` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `current_year_qre` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `base_period_years` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `prior_three_year_qre_total` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `base_amount` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `asc_credit` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `reduced_credit_elected` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-077 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Apply the credit rate to all R&D-account spend.


SELECT state FROM erp_ledger_journals WHERE journal_id='GJ-00001'

SELECT ROUND(total_debit,2) FROM erp_ledger_journals WHERE journal_id='GJ-00001'

SELECT ROUND(total_debit-total_credit,2) FROM erp_ledger_journals WHERE journal_id='GJ-00001'

SELECT period_id FROM erp_ledger_journals WHERE journal_id='GJ-00001'

SELECT account_code FROM erp_ledger_journal_lines WHERE journal_id='GJ-00001' AND debit>0

SELECT account_code FROM erp_ledger_journal_lines WHERE journal_id='GJ-00001' AND credit>0

SELECT status FROM erp_approval_requests WHERE doc_type='Journal Entry' AND doc_id='GJ-00001'

SELECT COUNT(*) FROM erp_ledger_journals

SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-078'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-078'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-078' AND decision_code='POST_FEBRUARY_SAAS_ACCRUAL'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-078' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-078 completed — POST_FEBRUARY_SAAS_ACCRUAL' AND body LIKE '%POST_FEBRUARY_SAAS_ACCRUAL%'

Pending Controller approval - approval request APR-00001 was raised because the journal exceeds the 25,000.00 staff-accountant delegation-of-authority threshold (policy DOA-JE-01). The Controller must approve it before it can be posted; it is not booked yet.

docs/HARD-LAYER-DESIGN.md M1/M3/M4/M5; DoA shape from ERPNext Authorization Rule (research/erp-mcp-tool-census.md); period lock from research/odoo-domain.md; accrual practice from research/external/articles/month-end-close--numeric.md

Prompt:
**Priya Shah · Controller · Teams 08:20**

Determine and record the February CloudScale accrual in the right period and accounts.

Treat this as a live control decision rather than a lookup. Reconcile the relevant systems at their effective dates, call out any unresolved evidence gap, and do not make the numbers agree by changing unrelated records. Leave the open finance case in the exact supported state and give Controls an audit-ready handoff.

SELECT ROUND(total_debit,2) FROM erp_ledger_journals WHERE journal_id='GJ-00001'

Question: finance case work item

Question: finance case work item

FINCASE-078 completed — POST_FEBRUARY_SAAS_ACCRUAL

Question: finance case work item

Resolve immutable work item FINCASE-078 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Join contract terms, service dates, invoice status, close policy, chart of accounts, fiscal period, and approval threshold.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-078 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-078"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-078 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-078"}) + successful_required_calls + reads_before_write

Check metadata for lgr-078-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-078-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-078-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-078-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-078-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-078-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-078-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-078-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-078 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-078"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-078-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-078-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-078-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-078-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-078-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-078-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-078-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-078-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-078 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-078"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-078-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-078-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-078-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-078-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-078-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-078-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-078-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-078-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

The supported current-period accrual reflects service received, excludes future periods, and preserves reversal and source linkage.

Reject the unsupported branch: Accrue the annual contract value or post into a closed period.

Select `POST_FEBRUARY_SAAS_ACCRUAL` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `journal_id` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `accrual_amount` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `service_days` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `journal_state` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `next_step` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-078 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Accrue the annual contract value or post into a closed period.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-079'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-079'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-079' AND decision_code='APPROVE_SAAS_ACCRUAL'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-079' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-079 completed — APPROVE_SAAS_ACCRUAL' AND body LIKE '%APPROVE_SAAS_ACCRUAL%'

escalated variant of journal_entry/feb-saas-accrual via sim/grow_tasks.py (buried_docs: governing policy hidden in the adjacent-policy library; quiet_prompt: explicit policy pointers removed from the ask); ground truth unchanged. Base: docs/HARD-LAYER-DESIGN.md M1/M3/M4/M5; DoA shape from ERPNext Authorization Rule (research/erp-mcp-tool-census.md); period lock from research/odoo-domain.md; accrual practice from research/external/articles/month-end-close--numeric.md

Prompt:
**Priya Shah · Controller · Teams 08:20**

Can the CloudScale accrual be approved after close-controls review?

The earlier working paper is not a conclusion. Please determine what the current records actually support, including the viable option and any hold, then leave enough provenance for an independent reviewer to reproduce it. Update only the scoped finance case, verify what persisted, and close the loop with Controls.

SELECT state FROM erp_ledger_journals WHERE journal_id='GJ-00001'

SELECT ROUND(total_debit,2) FROM erp_ledger_journals WHERE journal_id='GJ-00001'

SELECT ROUND(total_debit-total_credit,2) FROM erp_ledger_journals WHERE journal_id='GJ-00001'

SELECT period_id FROM erp_ledger_journals WHERE journal_id='GJ-00001'

SELECT account_code FROM erp_ledger_journal_lines WHERE journal_id='GJ-00001' AND debit>0

SELECT account_code FROM erp_ledger_journal_lines WHERE journal_id='GJ-00001' AND credit>0

SELECT status FROM erp_approval_requests WHERE doc_type='Journal Entry' AND doc_id='GJ-00001'

SELECT COUNT(*) FROM erp_ledger_journals

Question: finance case work item

Question: finance case work item

FINCASE-079 completed — APPROVE_SAAS_ACCRUAL

Question: finance case work item

Resolve immutable work item FINCASE-079 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Recalculate service-period allocation, verify account and reversal treatment, and apply the effective approval policy.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-079 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-079"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-079 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-079"}) + successful_required_calls + reads_before_write

Check metadata for lgr-079-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-079-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-079-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-079-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-079-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-079-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-079-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-079-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-079 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-079"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-079-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-079-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-079-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-079-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-079-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-079-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-079-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-079-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-079 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-079"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-079-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-079-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-079-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-079-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-079-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-079-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-079-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-079-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

Approval requires a balanced current-period journal with exact source and policy evidence.

Reject the unsupported branch: Approve from the vendor quote alone or use a superseded capitalization rule.

Select `APPROVE_SAAS_ACCRUAL` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `journal_id` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `accrual_amount` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `service_days` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `journal_state` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `next_step` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-079 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Approve from the vendor quote alone or use a superseded capitalization rule.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-080'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-080'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-080' AND decision_code='BUILD_REVIEWABLE_PAYMENT_PROPOSAL'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-080' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-080 completed — BUILD_REVIEWABLE_PAYMENT_PROPOSAL' AND body LIKE '%BUILD_REVIEWABLE_PAYMENT_PROPOSAL%'

research/finance-agent-workflows.md wf#3 (D365 payment-proposal automation: agent assembles, human posts); discount-capture policy AP-POL-007

Prompt:
**Priya Shah · AP Manager · Teams 09:10**

Build Friday's PPINV proposal so AP can see exactly what is in, out, and why before posting.

I need the answer and the operational consequence, not a list of screens visited. Resolve conflicting versions and identities, use the effective rule, and make the smallest supported change without disturbing neighboring work. Carry the decision through the governed case record and leave Controls a reproducible completion message.

Question: finance case work item

Question: finance case work item

FINCASE-080 completed — BUILD_REVIEWABLE_PAYMENT_PROPOSAL

Question: finance case work item

Resolve immutable work item FINCASE-080 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Join due invoices, holds, discounts, cash context, payment policy, and proposal eligibility without committing the run.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-080 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-080"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-080 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-080"}) + successful_required_calls + reads_before_write

Check metadata for lgr-080-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-080-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-080-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-080-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-080-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-080-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-080-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-080-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-080 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-080"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-080-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-080-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-080-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-080-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-080-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-080-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-080-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-080-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-080 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-080"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-080-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-080-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-080-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-080-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-080-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-080-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-080-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-080-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

The proposal includes every eligible obligation and explicitly explains each supported exclusion.

Reject the unsupported branch: Drop inconvenient invoices or treat the proposal as already posted.

Select `BUILD_REVIEWABLE_PAYMENT_PROPOSAL` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `proposal_invoices` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `excluded_invoice` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `exclusion_reason` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `discount_captured` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `net_payment_total` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-080 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Drop inconvenient invoices or treat the proposal as already posted.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-081'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-081'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-081' AND decision_code='CERTIFY_PAYMENT_PROPOSAL'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-081' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-081 completed — CERTIFY_PAYMENT_PROPOSAL' AND body LIKE '%CERTIFY_PAYMENT_PROPOSAL%'

escalated variant of payment_proposal/friday-run-mar06 via sim/grow_tasks.py (buried_docs: governing policy hidden in the adjacent-policy library; quiet_prompt: explicit policy pointers removed from the ask); ground truth unchanged. Base: research/finance-agent-workflows.md wf#3 (D365 payment-proposal automation: agent assembles, human posts); discount-capture policy AP-POL-007

Prompt:
**Priya Shah · AP Manager · Teams 09:10**

Can Friday's proposal be approved under the current payment control?

I need a decision the team can use today, with the amounts, dates, and immutable record identifiers that support it. Some surrounding records came from an older review, so establish what is current before relying on them. Record the supported disposition on the open finance case and send Controls a concise completion note.

Question: finance case work item

Question: finance case work item

FINCASE-081 completed — CERTIFY_PAYMENT_PROPOSAL

Question: finance case work item

Resolve immutable work item FINCASE-081 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Reperform eligibility, discount, hold, and approval checks using the effective policy and exact pay date.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-081 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-081"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-081 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-081"}) + successful_required_calls + reads_before_write

Check metadata for lgr-081-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-081-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-081-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-081-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-081-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-081-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-081-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-081-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-081 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-081"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-081-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-081-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-081-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-081-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-081-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-081-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-081-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-081-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-081 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-081"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-081-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-081-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-081-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-081-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-081-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-081-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-081-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-081-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

The proposal is certifiable only when every candidate has an evidenced disposition.

Reject the unsupported branch: Approve because the selected total fits available cash.

Select `CERTIFY_PAYMENT_PROPOSAL` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `proposal_invoices` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `excluded_invoice` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `exclusion_reason` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `discount_captured` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `net_payment_total` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-081 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Approve because the selected total fits available cash.


SELECT state FROM erp_payment_runs WHERE run_id='PR-00001'

SELECT GROUP_CONCAT(invoice) FROM (SELECT invoice FROM erp_payment_run_lines WHERE run_id='PR-00001' AND disposition='paid' ORDER BY invoice)

SELECT ROUND(total_paid,2) FROM erp_payment_runs WHERE run_id='PR-00001'

SELECT reason_code FROM erp_payment_run_lines WHERE run_id='PR-00001' AND invoice='PINV-103'

SELECT reason_code FROM erp_payment_run_lines WHERE run_id='PR-00001' AND invoice='PINV-104'

SELECT GROUP_CONCAT(invoice) FROM (SELECT invoice FROM erp_payment_run_lines WHERE run_id='PR-00001' AND reason_code='insufficient_cash' ORDER BY invoice)

SELECT COUNT(*) FROM erp_payment_run_lines WHERE run_id='PR-00001' AND disposition NOT IN ('paid','rejected')

SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-082'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-082'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-082' AND decision_code='COMMIT_CASH_CONSTRAINED_RUN'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-082' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-082 completed — COMMIT_CASH_CONSTRAINED_RUN' AND body LIKE '%COMMIT_CASH_CONSTRAINED_RUN%'

docs/HARD-LAYER-DESIGN.md M1/M2/M3/M4/M5; unsat-demand mechanic from ERP-Bench (77/300 tasks tagged unsat_demand, research/erp-bench-deep-dive.md); discount-capture policy from research/domain-workflows.md §2; SAP F110 payment proposals per research/external/articles/payment-runs-early-pay-discount--sap-f110.md

Prompt:
**Robin Vale · Treasury · Teams 07:58, Friday 6 March**

Commit the PAYRUN batch within available cash and tell Treasury what was paid, deferred, and why.

This is blocking today's operating review. The obvious screen may be stale and similarly named records exist, so give me the current supported position, the realistic alternatives, and the source identities behind it. Leave the open finance case in the exact supported state and give Controls an audit-ready handoff.

SELECT ROUND(SUM(net_amount),2) FROM erp_payment_run_lines WHERE disposition='paid'

SELECT ROUND(eligible_net - cash_available,2) FROM erp_payment_runs WHERE run_id='PR-00001'

Question: finance case work item

Question: finance case work item

FINCASE-082 completed — COMMIT_CASH_CONSTRAINED_RUN

Question: finance case work item

Resolve immutable work item FINCASE-082 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Join all eligible obligations, priorities, discounts, bank availability, shortfall policy, and confirmation controls before partitioning the run.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-082 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-082"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-082 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-082"}) + successful_required_calls + reads_before_write

Check metadata for lgr-082-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-082-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-082-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-082-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-082-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-082-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-082-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-082-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-082 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-082"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-082-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-082-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-082-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-082-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-082-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-082-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-082-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-082-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-082 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-082"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-082-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-082-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-082-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-082-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-082-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-082-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-082-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-082-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

Every obligation must be paid or rejected with a supported reason, and the paid set cannot exceed available cash.

Reject the unsupported branch: Silently omit low-priority invoices until the total fits.

Select `COMMIT_CASH_CONSTRAINED_RUN` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `run_id` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `total_paid` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `shortfall` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `paid_invoices` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `unpaid_invoices` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-082 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Silently omit low-priority invoices until the total fits.