README.md

---
license: apache-2.0
task_categories:
- text-generation
tags:
- web-agent
- evaluation
- erpnext
pretty_name: ERPNext Tasks
configs:
- config_name: default
  data_files:
  - split: train
    path: data/train-*
dataset_info:
  features:
  - name: benchmark
    dtype: string
  - name: task_name
    dtype: string
  - name: task_seed
    dtype: int64
  - name: task_config
    dtype: string
  - name: goal
    dtype: string
  - name: start_url
    dtype: string
  - name: validation
    dtype: string
  splits:
  - name: train
    num_bytes: 428581
    num_examples: 207
  download_size: 53520
  dataset_size: 428581
---

# ERPNext Tasks

An evaluation dataset for web agents operating on a self-hosted ERPNext instance. Each row contains a task goal, a configuration dict with a SQL validation query, and a standalone Python validation function that scores agent performance by querying the ERPNext database.

## Dataset overview

- **207 samples** across **82 task categories**
- A single shared validator queries a SQL endpoint to verify outcomes

| Domain | Categories | Samples | Examples |
|---|---|---|---|
| User Management | 7 | 18 | Create users, assign roles, disable accounts, create user groups |
| Purchasing | 8 | 16 | Create suppliers, purchase orders, manage discounts and confirmations |
| Sales | 10 | 27 | Create customers, sales orders, sales invoices with tax rates |
| Inventory | 8 | 18 | Create stock items and entries, edit item properties, manage letterheads |
| HR | 5 | 14 | Create employees with various detail levels, update departments |
| Accounting | 10 | 22 | Create journal and payment entries, cancel or assign entries |
| Projects | 14 | 38 | Create projects and tasks with dependencies, change status, delete |
| Multi-step | 20 | 54 | Cross-domain workflows combining creation, assignment, and management |

## Schema

| Column | Type | Description |
|---|---|---|
| `benchmark` | `string` | Benchmark name (`erpnext`) |
| `task_name` | `string` | Task category (e.g. `erpnext.create_sales_order`) |
| `task_seed` | `int` | Sample index within the category |
| `task_config` | `string` | JSON-encoded dict with `sql` (validation query) and `count` (expected result count) |
| `goal` | `string` | Natural language instruction shown to the agent |
| `start_url` | `string` | URL where the agent should begin (empty, defaults to ERPNext home) |
| `validation` | `string` | Python source code of the validator module |

## Validation

The validator module exposes a `validate(messages, config)` function:

```python
def validate(messages: List[Dict[str, str]], config: Dict[str, Any]) -> int:
    """
    Args:
        messages: Conversation history (list of {"role": ..., "content": ...} dicts).
        config:   The task_config dict for this sample, containing:
                  - sql: A SQL query to run against the ERPNext database
                  - count: The expected results_count value

    Returns:
        1 if the task was completed successfully, 0 otherwise.

    Raises:
        ValueError: If the task configuration is invalid.
    """
```

The validator calls a SQL query endpoint on the ERPNext instance. The following environment variables must be set:

| Variable | Description |
|---|---|
| `ERPNEXT_URL` | Base URL of the ERPNext instance (e.g. `https://erpnext.example.com`) |
| `ERPNEXT_EXTRA_HTTP_HEADERS` | JSON string containing authentication headers (e.g. `{"Authorization": "Bearer <token>"}`) |

### Usage

```python
import ast
from datasets import load_dataset

ds = load_dataset("servicenow-ai/erpnext-tasks")

sample = ds["train"][0]
config = ast.literal_eval(sample["task_config"])

# Load the validator
exec(sample["validation"], globals())
score = validate(
    messages=[{"role": "assistant", "content": "Done."}],
    config=config,
)
```

## Task categories

### User Management
- **assign_role**: Assign a role profile to a user
- **create_user_email_first_last**: Create a user with email, first name, and last name
- **create_user_email_first_last_username_phone**: Create a user with full contact details
- **create_user_with_email_account_dependency_HARD**: Create a user with email account dependency
- **create_user_group_with_new_users_HARD**: Create a user group with newly created users
- **disable_user_account**: Disable a user account
- **create_user_then_cancel_journal_entry**: Create a user then cancel a journal entry

### Purchasing
- **create_supplier_name_email_phone**: Create a supplier with contact details
- **create_supplier_name_group_currency_tax_id**: Create a supplier with financial details
- **create_purchase_order_with_discount** / **without_discount**: Create purchase orders
- **create_purchase_order_then_manage_supplier**: Create a purchase order then manage the supplier
- **create_stock_item_with_name_description_then_create_purchase_order**: Create item then order
- **create_stock_item_without_name_description_then_create_purchase_order**: Create item then order (minimal)
- **add_date_confirmation_number_to_purchase_order**: Update purchase order confirmation details
- **add_comment_to_draft_purchase_orders**: Add comments to draft purchase orders

### Sales
- **create_customer_name_account_manager_group**: Create a customer with manager and group
- **create_customer_name_type_address**: Create a customer with address details
- **create_customer_with_account_manager_group_tax_dependencies_HARD**: Complex customer creation
- **create_customer_with_account_manager_role_profile_group_tax_dependencies_HARD**: Complex customer creation with role profiles
- **create_sales_order** / **create_sales_order_put_on_hold**: Create and manage sales orders
- **create_sales_invoice** / **create_sales_invoice_with_custom_tax_rate**: Create invoices
- **create_sales_invoice_with_date_cost_center**: Create invoice with cost center
- **create_sales_invoice_with_customer_item_account_dependencies_HARD**: Complex invoice creation
- **create_sales_invoice_with_customer_item_territory_pricelist_account_dependencies_HARD**: Complex invoice with territory and pricelist

### Inventory
- **create_stock_item_id_group**: Create a stock item with ID and group
- **create_stock_item_name_id_group_description**: Create a stock item with full details
- **create_stock_item_name_id_group_description_shelf_life_warranty**: Create item with shelf life and warranty
- **create_stock_entry** / **create_stock_entry_with_letterhead**: Create stock entries
- **edit_stock_item_warranty_weight**: Edit item warranty and weight
- **edit_stock_item_warranty_weight_material_request_type_tag**: Edit item with additional fields
- **delete_stock_item** / **disable_stock_item**: Remove or disable stock items

### HR
- **create_employee_name_gender_dob_status_join_date**: Create employee with basic info
- **create_employee_name_gender_dob_join_date_salary_phone**: Create employee with salary and phone
- **create_employee_full_address_HARD**: Create employee with full address details
- **create_employee_with_emergency_contact_HARD**: Create employee with emergency contact
- **update_employee_department**: Update an employee's department

### Accounting
- **create_journal_entry** / **create_journal_entry_with_account_dependency_HARD**: Create journal entries
- **create_payment_entry_without_cost_center** / **with_cost_center_cheque_date_reference**: Create payment entries
- **create_payment_entry_with_customer_account_project_dependencies_HARD**: Complex payment entry
- **create_payment_entry_with_mode_of_payment_account_supplier_cost_center_dependencies_HARD**: Complex payment entry with supplier
- **cancel_journal_entry** / **cancel_payment_entry** / **cancel_purchase_order**: Cancel accounting documents
- **assign_journal_entry** / **assign_payment_entry** / **assign_purchase_order**: Assign documents to users

### Projects & Tasks
- **create_project_with_name_company**: Create a project with name and company
- **create_project_with_name_company_priority_note**: Create project with priority and notes
- **create_project_with_name_company_priority_note_dept_cost**: Create project with department and cost center
- **create_project_with_customer_full_address_HARD**: Create project with customer address
- **create_project_with_type_dept_dependencies_HARD**: Create project with type and department dependencies
- **create_project_with_type_dept_cost_center_dependencies_HARD**: Create project with cost center dependencies
- **create_project_with_type_dept_customer_cost_center_dependencies_HARD**: Create project with full dependencies
- **create_task_with_subject_project**: Create a task in a project
- **create_task_with_subject_project_priority_dept**: Create task with priority and department
- **create_task_with_subject_project_priority_dept_comment**: Create task with comment
- **create_task_with_project_type_dept_dependencies_HARD**: Create task with dependencies
- **create_task_with_project_type_parent_dept_dependencies_HARD**: Create task with parent task dependency
- **change_project_status** / **delete_project** / **delete_task**: Manage project lifecycle
- **update_task_status** / **assign_task**: Update and assign tasks

### Multi-step & Cross-domain
- **assign_sales_invoice** / **tag_sales_invoice** / **favorite_sales_invoice**: Manage sales invoice metadata
- **tag_supplier** / **delete_supplier**: Manage supplier metadata
- **update_target_warehouse_on_suppliers_purchase_orders**: Update warehouse on purchase orders
- **create_customer_then_create_sales_invoice**: Create customer then invoice
- **create_customer_then_create_sales_order**: Create customer then sales order
- **create_sales_invoice_then_assign_task**: Create invoice then assign a task
- **create_project_then_cancel_payment_entry**: Create project then cancel payment entry
- **create_task_then_assign_payment_entry**: Create task then assign payment entry
- **assign_journal_entry_then_update_task_status**: Assign journal entry then update task