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Tasks·desk·Bookkeeping

Turn September returns into credit notes and apply them

credit-notes-apply·time budget 1200 s·source

The request

The task request supplied to the adapter, alongside the workspace below. Runtime instructions, authorized tools and skills also affect the system. Containerized runs withhold host-side references; local mode is not an isolation boundary.

Can you turn September's returns into credit notes and apply them to what customers owe? Our returns policy in the folder has the rules. I need credit_notes.csv and invoice_balances.csv back.

Workspace

  • invoice_lines_2026-06-01_to_2026-09-30.csv
  • open_invoices_2026-09-30.xlsx
  • returns_and_credits_policy.md
  • rma_returns_log_2026-09.csv

Expected deliverables

  • credit_notes.csv
  • invoice_balances.csv

Recorded acceptance checks

The table uses check names and outcomes from the frozen campaign ledger. Acceptance requires all required predicates to pass; a predicate may itself contain a tolerance or coverage threshold. Its scope is part of the measurement contract.

Recorded checkTypeRequiredFailed / observed
credit note columnscsv_columnsyes0 / 6
credit notes issuedcsv_set_equalyes0 / 6
credit and fee per RMAcsv_values_matchyes0 / 6
applied and unapplied per RMAcsv_values_matchyes0 / 6
every open invoice listedcsv_set_equalyes0 / 6
invoice balances after creditscsv_values_matchyes0 / 6
Current task declaration (6 checks)

From task.yaml. Original runner grading and frozen retrospective scoring are separate. Read the frozen source for the rules behind the reported results.

  • credit note columns — csv_columns, required
  • credit notes issued — csv_set_equal, required
  • credit and fee per RMA — csv_values_match, required
  • applied and unapplied per RMA — csv_values_match, required
  • every open invoice listed — csv_set_equal, required
  • invoice balances after credits — csv_values_match, required

Recorded results, desk release

pass pass, frozen scorer only fail timed out
SystemRepetitionsFrozen / 3Original / 3Median minutesMean model estimate (USD)
Proto / DeepSeek V4.1 Flash331.80.0217
Codex / GPT-5.6 sol332.70.3115

These are repeated executions on the released fixture, not independent new business cases. Cost is captured model usage priced under the recorded assumptions, excluding infrastructure and human review. Per-attempt check verdicts, raw and frozen verdicts, usage, receipt and artifact hashes for this task are in results/latest/attempts.jsonl under "task": "credit-notes-apply".

Recorded results, desk comparison, 28 September 2026

SystemRepetitionsFrozen / 3Original / 3Median minutes
Proto / GPT-6 sol331.8
Codex / GPT-6 sol331.4
Proto / DeepSeek V4.1 Flash221.2

A separate campaign under the same frozen scorer, not pooled with the release. Conditions and data.