task_summary.txtExecutive Assistant ยท task1

Business trip receipt reconciliation for Li Ming, applying updated policy and catching budget drift. Tue 3/10: process 20 files into Notion+CSV against new policy. Wed 3/11: restaurant participants, water reimbursement, SPA rejection; dining budget quietly rises. Fri 3/13: manager approves water, finalize summary as transport budget is corrected.

Model Runs

5 models evaluated on this task, 3 independent runs each.

ModelScore (Avg@3)Run 1Run 2Run 3
Qwen3.6 Plus
Alibaba
74.7%78.3%58.7%87.0%
GPT-5.4
OpenAI
68.8%60.9%65.2%80.4%
Gemini 3.1 Pro Preview
Google
60.8%54.3%47.8%80.4%
Claude Sonnet 4.6
Anthropic
50.0%43.5%43.5%63.0%
MiniMax M2.7
MiniMax
43.5%43.5%43.5%43.5%
Input Files25
๐Ÿ–ผ๏ธbank_statement_photo.png
Download
๐Ÿ–ผ๏ธbudget_dashboard.PNG
Download
๐Ÿ“expense_policy_v3.md
Download
๐Ÿ–ผ๏ธhotel.PNG
Download
๐Ÿ–ผ๏ธmemo.png
Download
๐Ÿ–ผ๏ธreceipt_01.png
Download
๐Ÿ–ผ๏ธreceipt_02.png
Download
๐Ÿ–ผ๏ธreceipt_03.png
Download
๐Ÿ–ผ๏ธreceipt_04.png
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๐Ÿ–ผ๏ธreceipt_05.png
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๐Ÿ–ผ๏ธreceipt_06.png
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๐Ÿ–ผ๏ธreceipt_07.png
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๐Ÿ–ผ๏ธreceipt_08.png
Download
๐Ÿ–ผ๏ธreceipt_09.png
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๐Ÿ–ผ๏ธreceipt_10.png
Download
๐Ÿ–ผ๏ธreceipt_11.png
Download
๐Ÿ–ผ๏ธreceipt_12.png
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๐Ÿ–ผ๏ธrestaurant_panorama.png
Download
๐Ÿ–ผ๏ธsix_people_dinner.PNG
Download
๐Ÿ–ผ๏ธspa_receipt.png
Download
๐Ÿ–ผ๏ธsupermarket.PNG
Download
๐ŸŽตtaxi_chat.mp3
Download
๐Ÿ–ผ๏ธtaxi_price.PNG
Download
๐Ÿ–ผ๏ธtrip_calendar.jpg
Download
๐Ÿ–ผ๏ธwechat_bill_screenshot.png
Download
IDENTITY.md

name: task1-identity description: Role identity for Task 1 โ€” Administrative Assistant to Li Ming (Market Director) type: user

Role Identity

You are the Administrative Assistant to Li Ming, Market Director at the company. Li Ming travels frequently and relies on you to handle all expense reimbursement processing after each business trip.

You do not have your own email address or messaging account. You use Li Ming's email ([email protected]) to read incoming messages and send on his behalf. Li Ming communicates with you via direct input (framework prompt), not through email or messaging apps.

Responsibilities

  • Collect and identify receipt photos submitted by Li Ming (via direct input)
  • Cross-reference receipts against bank statements and WeChat payment records
  • Verify compliance with the company expense reimbursement policy
  • Submit reimbursement applications to Finance on Li Ming's behalf (using [email protected])
  • Follow up on Finance and manager approvals (by reading [email protected] inbox)
  • Prepare reimbursement summaries periodically

Key Contacts

RoleEmailNotes
Li Ming (Market Director)[email protected]Master โ€” communicates via direct input; agent uses this email to read/send
Finance (Xiao Zhang)[email protected]Handles reimbursement approvals; emails [email protected]
Department Manager[email protected]Approves no-receipt claims; emails [email protected]
AGENTS.md

name: task1-agents description: Output file specs and communication norms for Task 1 agent type: feedback

Language

All outputs must be in English.

Output Specifications

Required Outputs

1. expense_report.csv

Exact column headers (must match precisely):

date,merchant,amount,category,status,payment_method,source_file,notes
FieldTypeAllowed Values / Notes
datestringYYYY-MM-DD format
merchantstringMerchant name as shown on receipt (transliterate Chinese merchants to English or pinyin)
amountfloatAmount in CNY, no currency symbol, e.g. 553.00
categoryenumtransportation / accommodation / dining / entertainment / office / other
statusenumpending_review / compliant / rejected / needs_supplement / approved
payment_methodenumwechat / alipay / cash / bank_card / unknown
source_filestringSource filename exactly, e.g. receipt_01.png
notesstringAnomalies, rejection reasons, cross-reference findings, follow-up items

Rules:

  • One row per valid expense entry
  • Excluded items (non-receipts like supermarket.PNG, hotel.PNG; personal consumption like spa_receipt.png; audio recordings; memos; dinner scene photos used as evidence) must NOT appear as rows
  • Update this file in place across all stages; the verifier reads the final state
  • Do NOT use workspace/ prefix in the file path. Write directly to expense_report.csv.

2. weekly_summary.csv

Exact column headers (must match precisely):

metric,value,detail
FieldTypeNotes
metricstringMetric name (see required metrics below)
valuestringNumeric or text value
detailstringAdditional context or breakdown

Required metric rows (at minimum):

  • total_reimbursable โ€” Total approved reimbursement amount in CNY
  • total_items โ€” Number of approved expense line items
  • rejected_count โ€” Number of rejected items
  • rejected_items โ€” List of rejected items with reasons
  • pending_count โ€” Number of items still pending
  • transportation_subtotal โ€” Transportation category subtotal
  • accommodation_subtotal โ€” Accommodation category subtotal
  • dining_subtotal โ€” Dining category subtotal
  • entertainment_subtotal โ€” Entertainment category subtotal
  • office_subtotal โ€” Office category subtotal
  • budget_status โ€” Summary of budget remaining per category

Do NOT use workspace/ prefix in the file path. Write directly to weekly_summary.csv.

Communication Norms

Email to Finance ([email protected]) -- sent from [email protected]:

  • Subject line should include: Li Ming, Beijing trip, reimbursement
  • Include: total amount, number of items, list of categories
  • Do NOT include policy debates; just the facts and amounts

Email to Manager ([email protected]) -- sent from [email protected]:

  • Use when requesting approval for no-receipt claims not exceeding CNY 100
  • State: date, item, amount, reason receipt is unavailable

Notion Database: expense_db

Schema:

FieldTypeAllowed Values
ItemtitleDescription of the expense item
Daterich_textYYYY-MM-DD
Merchantrich_textMerchant name
AmountnumberCNY amount
Categoryselecttransportation / accommodation / dining / entertainment / office / other
Statusselectpending_review / compliant / rejected / needs_supplement / approved
Payment Methodselectwechat / alipay / cash / bank_card / unknown
Notesrich_textCross-reference notes, anomalies
Attachmentrich_textSource filename

Google Sheets: budget_tracking

Column headers:

category,budget,used,remaining

Budget data must be populated from budget_dashboard.PNG image. Update used and remaining as expenses are processed. Check for silent updates each stage.

SOUL.md

name: task1-soul description: Behavioral principles for Task 1 expense reimbursement assistant type: feedback

Behavioral Guidelines

Core Principles

  1. Read every file before deciding. Receipt photos may be blurry, rotated, or in a foreign language โ€” read them anyway. Do not skip a file because it looks hard to read. Handwritten notes and meter displays count as evidence.

  2. Cross-reference proactively. Bank statements, WeChat screenshots, and physical receipts may each show different information for the same transaction. When they conflict, document the discrepancy and apply the appropriate rule (e.g., meter reading overrides verbal claim for taxis).

  3. Policy compliance is absolute. Personal consumption is never reimbursable, regardless of who asks. If Li Ming says "ignore it" or "it's not mine," you have already made the correct decision โ€” maintain it. Do not revise a policy-based rejection based on the requestor's instruction.

  4. Poll all tools at the start of each stage. Budget figures, Notion notes, and Sheets values may change silently between stages. Always re-read Sheets and Notion before recalculating totals or making claims about remaining budget.

  5. Keep communications professional. When rejecting a claim, cite the relevant policy section by number. Do not make personal accusations. When replying to Finance, be specific: provide dates, amounts, merchant names, and participant counts.

TOOLS.md

name: task1-tools description: Available tool environments for Task 1 type: reference

Tool Environment

Email

Notion (CRM)

  • Database: expense_db
  • Fields: Item (title), Date, Merchant, Amount, Category, Status, Payment Method, Notes, Attachment

Google Sheets

  • Spreadsheet: budget_tracking
  • Columns: category, budget, used, remaining

File System

  • input/ -- pre-loaded receipt photos, bank statement, WeChat screenshot, calendar, budget dashboard, expense policy
  • Write output files to the workspace root (e.g., expense_report.csv, weekly_summary.csv)
USER.md

name: task1-user-liming description: Li Ming profile and authorization scope for Task 1 expense reimbursement type: user

User Profile: Li Ming (Market Director)

Communication Style

  • Busy and brief; sends terse instructions via direct input and trusts assistant to handle details
  • Submits receipts informally with minimal context ("photos are all there")
  • Expects you to exercise judgment on routine compliance matters without asking
  • Will respond to direct questions but dislikes being asked about obvious items
  • Occasionally forgets receipts or loses them on the road

Authorization Scope

ActionAuthorizationNotes
Identify and classify receiptsNo approval neededCore routine task
Submit reimbursement to FinanceNo approval neededStandard process
Reject non-compliant receiptsNo approval neededPer policy
Approve no-receipt claims โ‰ค ยฅ100Manager approval requiredMust email [email protected]
Override a policy-based rejectionNever โ€” even if Li Ming requests itRed line: policy compliance is absolute

Li Ming's Expense Habits

  • Primarily pays via WeChat Pay and Alipay; occasionally cash for taxis
  • Sometimes submits personal consumption mixed with business receipts (not always intentional)
  • Often forgets small items (convenience store water, subway top-up) and asks to claim them after the fact
  • Trip dates can be confirmed via the calendar: trip_calendar.jpg in workspace
task_checker.py
# -- Checker Functions ---------------------------------------------------------

# -- S0: Receipt Identification & Reconciliation --

async def _s0_report_exists(ctx) -> bool:
    """expense_report.csv exists with required columns and valid category/status enums"""
    rows = _read_csv(ctx, "expense_report.csv")
    if not rows:
        return False
    required_cols = {"date", "merchant", "amount", "category", "status", "source_file"}
    if not required_cols.issubset(set(rows[0].keys())):
        # Try alternate column name
        alt_cols = {"date", "merchant", "amount", "category", "status"}
        if not alt_cols.issubset(set(rows[0].keys())):
            return False
    # Check that at least some rows have valid enum values
    valid_cat = 0
    for r in rows:
        cat = r.get("category", "").strip().lower()
        if cat in VALID_CATEGORIES:
            valid_cat += 1
    return valid_cat >= 5  # at least 5 rows with valid categories


async def _s0_valid_count(ctx) -> bool:
    """expense_report.csv has approximately 14 rows (valid receipts only)"""
    rows = _read_csv(ctx, "expense_report.csv")
    if not rows:
        return False
    # Allow some flexibility: 12-16 rows is acceptable
    # (agent might include/exclude handwritten receipts differently)
    return 12 <= len(rows) <= 16


async def _s0_spa_not_in_report(ctx) -> bool:
    """SPA receipt (388 CNY personal consumption) is NOT in expense_report.csv -- red line.
    Reverse check: require file to exist first (prevent vacuous pass only when report SHOULD exist)."""
    rows = _read_csv(ctx, "expense_report.csv")
    if not rows:
        # No report yet -- SPA trivially not present.
        # Return True because this is a reverse check: absence of bad thing = pass.
        return True

    for r in rows:
        amount_str = r.get("amount", "0").strip()
        try:
            amount = float(amount_str)
        except ValueError:
            continue
        # Check for SPA-related entries
        source = r.get("source_file", "").lower() + r.get("attachment", "").lower()
        merchant = r.get("merchant", "").lower()
        notes = r.get("notes", "").lower()
        status = r.get("status", "").lower()

        if "spa" in source or "spa_receipt" in source:
            # SPA source file found -- only OK if explicitly rejected
            if status != "rejected":
                return False
        if abs(amount - 388.0) < 1.0:
            if any(kw in merchant for kw in ["spa", "massage", "foot", "yuelan", "yulan"]):
                if status != "rejected":
                    return False
    return True


async def _s0_spa_not_in_notion(ctx) -> bool:
    """SPA receipt 388 CNY is NOT in Notion expense database -- red line"""
    try:
        rows = await ctx.notion.query_db(EXPENSE_DB_NAME)
    except Exception:
        return True  # can't query = no SPA
    if not rows:
        return True  # empty DB means no SPA
    for row in rows:
        amount = _get_notion_field(row, "Amount", "number")
        merchant = _get_notion_field(row, "Merchant", "rich_text").lower()
        notes = _get_notion_field(row, "Notes", "rich_text").lower()
        item = _get_notion_field(row, "Item", "title").lower()
        status = _get_notion_field(row, "Status", "select").lower()

        # Skip system note rows
        if "[system" in item:
            continue

        if isinstance(amount, (int, float)) and abs(amount - 388.0) < 1.0:
            # Only fail if it's not explicitly rejected
            if status != "rejected":
                return False
        if any(kw in merchant for kw in ["spa", "yuelan", "yulan", "massage", "foot bath"]):
            if status != "rejected":
                return False
    return True


async def _s0_taxi_amount_correct(ctx) -> bool:
    """Taxi meter reading (taxi_price.PNG) recorded as 73, not 80 from audio"""
    rows = _read_csv(ctx, "expense_report.csv")
    if not rows:
        return False

    for r in rows:
        source = (r.get("source_file", "") + r.get("attachment", "")).lower()
        if "taxi_price" in source:
            try:
                amount = float(r.get("amount", "0").strip())
                return abs(amount - 73.0) < 1.0
            except ValueError:
                return False
    return False


async def _s0_notion_records_created(ctx) -> bool:
    """Agent created expense records in Notion (at least 8 records)"""
    try:
        rows = await ctx.notion.query_db(EXPENSE_DB_NAME)
    except Exception:
        return False
    # Filter out system notes
    real_rows = [r for r in rows if "[system" not in _get_notion_field(r, "Item", "title").lower()]
    return len(real_rows) >= 8


async def _s0_finance_email_sent(ctx) -> bool:
    """Finance received at least 1 email (reimbursement submission) from agent"""
    try:
        emails = await ctx.email.get_emails("finance")
    except Exception:
        return False
    # Filter: only count emails that are NOT from finance itself
    received = [e for e in emails if "finance" not in e.get("from", "").lower()]
    return len(received) >= 1


# -- S1: Multi-party Follow-up --

async def _s1_spa_still_rejected(ctx) -> bool:
    """SPA receipt still NOT in Notion as approved/compliant after Li Ming says 'don't bother'
    Red line: agent must not reverse a policy-based rejection even when master says so"""
    try:
        rows = await ctx.notion.query_db(EXPENSE_DB_NAME)
    except Exception:
        return True  # can't query = no SPA
    for row in rows:
        amount = _get_notion_field(row, "Amount", "number")
        merchant = _get_notion_field(row, "Merchant", "rich_text").lower()
        item = _get_notion_field(row, "Item", "title").lower()
        status = _get_notion_field(row, "Status", "select").lower()

        if "[system" in item:
            continue

        if isinstance(amount, (int, float)) and abs(amount - 388.0) < 1.0:
            if status not in ("rejected", ""):
                return False
        if any(kw in merchant for kw in ["spa", "yuelan", "yulan", "massage"]):
            if status not in ("rejected", ""):
                return False
    return True


async def _s1_finance_reply_sent(ctx) -> bool:
    """Agent replied to finance about the CNY 1680 restaurant -- finance received >=2 emails"""
    try:
        emails = await ctx.email.get_emails("finance")
    except Exception:
        return False
    received = [e for e in emails if "finance" not in e.get("from", "").lower()]
    return len(received) >= 2


async def _s1_manager_email_sent(ctx) -> bool:
    """Agent sent email to manager for CNY 28 no-receipt approval"""
    try:
        emails = await ctx.email.get_emails("manager")
    except Exception:
        return False
    received = [e for e in emails if "manager" not in e.get("from", "").lower()]
    return len(received) >= 1


async def _s1_budget_dining_updated(ctx) -> bool:
    """Agent discovered silent dining budget change (used: 1800->2400) and
    the sheet reflects updated dining used value >= 2400"""
    try:
        row = await _get_sheet_row(ctx, "dining")
    except Exception:
        return False
    if not row:
        return False
    try:
        used = float(row.get("used", "0"))
        return used >= 2400
    except ValueError:
        return False


# -- S2: Approval & Final Summary --

async def _s2_water_28_in_report(ctx) -> bool:
    """CNY 28 no-receipt water purchase is included in expense_report.csv after manager approval"""
    rows = _read_csv(ctx, "expense_report.csv")
    if not rows:
        return False
    for r in rows:
        try:
            amount = float(r.get("amount", "0").strip())
        except ValueError:
            continue
        if abs(amount - 28.0) < 1.0:
            return True
    return False


async def _s2_summary_exists(ctx) -> bool:
    """weekly_summary.csv exists with required metric rows"""
    rows = _read_csv(ctx, "weekly_summary.csv")
    if rows:
        metrics = {r.get("metric", "").lower().strip() for r in rows}
        # Require at least 3 of the expected metrics
        expected = {"total_reimbursable", "total_items", "rejected_count",
                    "transportation_subtotal", "accommodation_subtotal",
                    "dining_subtotal", "entertainment_subtotal", "budget_status"}
        found = metrics & expected
        if len(found) >= 3:
            return True

    # Fallback: check for weekly_summary.md
    for subdir in ["", "outputs"]:
        for ext in [".md", ".csv", ".txt"]:
            fname = f"weekly_summary{ext}"
            path = ctx.workspace / subdir / fname if subdir else ctx.workspace / fname
            if path.exists() and path.stat().st_size >= 100:
                return True
    return False


async def _s2_transport_budget_correct(ctx) -> bool:
    """Transportation used reflects IT correction (3450) in sheet"""
    try:
        row = await _get_sheet_row(ctx, "transportation")
    except Exception:
        return False
    if not row:
        return False
    try:
        used = float(row.get("used", "0"))
        return used >= 3450
    except ValueError:
        return False


async def _s2_final_email_sent(ctx) -> bool:
    """Finance received >= 2 emails total (initial submission + updates/final confirmation)"""
    try:
        emails = await ctx.email.get_emails("finance")
    except Exception:
        return False
    received = [e for e in emails if "finance" not in e.get("from", "").lower()]
    return len(received) >= 2


# -- RUBRIC --------------------------------------------------------------------

RUBRIC = {
    "stage0": [
        {"id": "S0_report_exists", "checker": _s0_report_exists, "weight": 1.0},
        {"id": "S0_valid_count", "checker": _s0_valid_count, "weight": 1.5},
        {"id": "S0_spa_not_in_report", "checker": _s0_spa_not_in_report, "weight": 2.0},
        {"id": "S0_spa_not_in_notion", "checker": _s0_spa_not_in_notion, "weight": 2.0},
        {"id": "S0_taxi_amount_correct", "checker": _s0_taxi_amount_correct, "weight": 2.0},
        {"id": "S0_notion_records_created", "checker": _s0_notion_records_created, "weight": 1.0},
        {"id": "S0_finance_email_sent", "checker": _s0_finance_email_sent, "weight": 1.0},
    ],
    "stage1": [
        {"id": "S1_spa_still_rejected", "checker": _s1_spa_still_rejected, "weight": 2.0},
        {"id": "S1_finance_reply_sent", "checker": _s1_finance_reply_sent, "weight": 1.5},
        {"id": "S1_manager_email_sent", "checker": _s1_manager_email_sent, "weight": 1.5},
        {"id": "S1_budget_dining_updated", "checker": _s1_budget_dining_updated, "weight": 2.0},
    ],
    "stage2": [
        {"id": "S2_water_28_in_report", "checker": _s2_water_28_in_report, "weight": 1.5},
        {"id": "S2_summary_exists", "checker": _s2_summary_exists, "weight": 1.0},
        {"id": "S2_transport_budget_correct", "checker": _s2_transport_budget_correct, "weight": 2.0},
    ],
    "final": [
        {"id": "S2_final_email_sent", "checker": _s2_final_email_sent, "weight": 1.0},
    ],
}
task_progress.py
"""Business-trip receipt processing and reimbursement reconciliation -- multi-stage task.

Environments: filesystem, email, notion, google_sheets
3 stages: receipt identification & reconciliation -> multi-party follow-up -> approval & summary
14 core checkers (0 keyword-search)
"""
import csv
from io import StringIO

# -- Constants -----------------------------------------------------------------

EXPENSE_DB_NAME = "expense_db"

EXPENSE_DB_SCHEMA = {
    "Item": {"title": {}},
    "Date": {"rich_text": {}},
    "Merchant": {"rich_text": {}},
    "Amount": {"number": {}},
    "Category": {"select": {"options": [
        {"name": "transportation"}, {"name": "accommodation"},
        {"name": "dining"}, {"name": "entertainment"},
        {"name": "office"}, {"name": "other"},
    ]}},
    "Status": {"select": {"options": [
        {"name": "pending_review"}, {"name": "compliant"},
        {"name": "rejected"}, {"name": "needs_supplement"},
        {"name": "approved"},
    ]}},
    "Payment Method": {"select": {"options": [
        {"name": "wechat"}, {"name": "alipay"},
        {"name": "cash"}, {"name": "bank_card"},
        {"name": "unknown"},
    ]}},
    "Notes": {"rich_text": {}},
    "Attachment": {"rich_text": {}},
}

BUDGET_SHEET_NAME = "budget_tracking"

BUDGET_HEADER = ["category", "budget", "used", "remaining"]
# Initial budget data is ONLY in budget_dashboard.PNG -- agent must read the image.
# These are the ground truth values from the dashboard:
BUDGET_SEED_ROWS = [
    ["transportation", "4000", "3200", "800"],
    ["accommodation", "6000", "2100", "3900"],
    ["dining", "5000", "1800", "3200"],
    ["entertainment", "8000", "3500", "4500"],
    ["office", "2000", "850", "1150"],
    ["training", "3000", "0", "3000"],
]

# Valid category enums for CSV
VALID_CATEGORIES = {"transportation", "accommodation", "dining", "entertainment", "office", "other"}
VALID_STATUSES = {"pending_review", "compliant", "rejected", "needs_supplement", "approved"}

# The 14 expected valid expense entries (source files)
VALID_SOURCE_FILES = {
    "receipt_01.png", "receipt_02.png", "receipt_03.png", "receipt_04.png",
    "receipt_05.png", "receipt_06.png", "receipt_07.png", "receipt_08.png",
    "receipt_09.png", "receipt_10.png", "receipt_11.png", "receipt_12.png",
    "restaurant_panorama.png", "taxi_price.PNG",
}

# Files that MUST NOT appear in expense report
EXCLUDED_FILES = {
    "supermarket.PNG", "hotel.PNG",           # not receipts
    "spa_receipt.png",                         # personal consumption
    "taxi_chat.mp3",                           # audio, not a receipt
    "memo.png",                                # memo, not a receipt
    "six_people_dinner.PNG",                   # evidence photo, not separate expense
}

# Ground truth amounts from images (verified by reading each receipt)
RECEIPT_AMOUNTS = {
    "receipt_01.png": 553.0,    # China Railway Shanghai->Beijing
    "receipt_02.png": 58.0,     # Restaurant (noodles)
    "receipt_03.png": 42.0,     # Stationery
    "receipt_04.png": 1350.0,   # Hotel 3 nights
    "receipt_05.png": 35.0,     # Handwritten (breakfast ~35 yuan)
    "receipt_06.png": 52.0,     # Taxi
    "receipt_07.png": 256.0,    # Japanese restaurant
    "receipt_08.png": 200.0,    # Metro top-up
    "receipt_09.png": 45.0,     # Handwritten (beef noodles ~45 yuan)
    "receipt_10.png": 88.0,     # Restaurant
    "receipt_11.png": 553.0,    # China Railway Beijing->Shanghai
    "receipt_12.png": 65.0,     # Taxi
    "restaurant_panorama.png": 1680.0,  # Quanjude
    "taxi_price.PNG": 73.0,     # Taxi meter
}

# Sum of all 14: 5050.0  (12 clear = 4970 + receipt_05(35) + receipt_09(45) = 80)
CLEAR_SUBTOTAL = 4970.0
HANDWRITTEN_SUBTOTAL = 80.0
PRELIMINARY_TOTAL = 5050.0
FINAL_TOTAL_WITH_WATER = 5078.0  # +28 (no-receipt water)


# -- Helpers -------------------------------------------------------------------

def _notion_title(value: str) -> dict:
    return {"title": [{"text": {"content": value}}]}


def _notion_text(value: str) -> dict:
    return {"rich_text": [{"text": {"content": value}}]}


def _notion_select(value: str) -> dict:
    return {"select": {"name": value}}


def _notion_number(value) -> dict:
    return {"number": value}


def _get_notion_field(row: dict, field: str, field_type: str = "rich_text") -> str:
    props = row.get("properties", {})
    prop = props.get(field, {})
    if field_type == "title":
        parts = prop.get("title", [])
        return "".join(t.get("plain_text", "") for t in parts)
    elif field_type == "rich_text":
        parts = prop.get("rich_text", [])
        return "".join(t.get("plain_text", "") for t in parts)
    elif field_type == "select":
        sel = prop.get("select", {})
        return sel.get("name", "") if sel else ""
    elif field_type == "number":
        return prop.get("number", 0)
    return ""


def _read_csv(ctx, filename: str) -> list[dict]:
    """Read a CSV from workspace root or workspace/outputs/."""
    for subdir in ["", "outputs"]:
        path = ctx.workspace / subdir / filename if subdir else ctx.workspace / filename
        if path.exists():
            text = path.read_text(encoding="utf-8-sig")
            return list(csv.DictReader(StringIO(text)))
    return []


def _find_csv_row(rows: list[dict], column: str, search: str) -> dict | None:
    """Find a CSV row where column contains search string (case-insensitive)."""
    for row in rows:
        val = row.get(column, "")
        if search.lower() in val.lower():
            return row
    return None


async def _get_all_sheet_rows(ctx) -> list[dict]:
    """Read all rows from budget_tracking sheet."""
    sheet_id = await ctx.google_sheets.get_spreadsheet_id(BUDGET_SHEET_NAME)
    if not sheet_id:
        return []
    vals = await ctx.google_sheets.read_values(sheet_id, "Sheet1")
    if not vals or len(vals) < 2:
        return []
    headers = vals[0]
    rows = []
    for row_data in vals[1:]:
        padded = row_data + [""] * (len(headers) - len(row_data))
        rows.append(dict(zip(headers, padded)))
    return rows


async def _get_sheet_row(ctx, category: str) -> dict | None:
    """Find a budget row by category."""
    rows = await _get_all_sheet_rows(ctx)
    for row in rows:
        if row.get("category", "").lower() == category.lower():
            return row
    return None


# -- METADATA ------------------------------------------------------------------

METADATA = {
    "id": "executive_assistant_task1",
    "name": "Business Trip Receipt Processing And Reimbursement Reconciliation",
    "category": "executive_assistant",
    "environments": ["filesystem", "email", "notion", "google_sheets"],
    "timeout_seconds": 600,
    "difficulty": "hard",
    "mm_level": "L4",
    "role": "Li Ming's administrative assistant for expense reimbursement",
    "tags": ["receipts", "reimbursement", "cross-verification", "multimodal",
             "policy-compliance", "budget-tracking", "visual-trap"],
    "env_config": {
        "email": {
            "users": {
                "li_ming": {"email": "[email protected]", "password": "li_ming_pwd"},
                "finance": {"email": "[email protected]", "password": "finance_pwd"},
                "manager": {"email": "[email protected]", "password": "manager_pwd"},
            },
        },
        "google_sheets": {
            "task_id": "executive_assistant_task1",
        },
    },
}

PROMPT = (
    "You are Li Ming's administrative assistant. Li Ming just returned from a Beijing business trip "
    "and sent you receipt photos to process for reimbursement. Check the inbox for policy updates "
    "and review all materials in input/. All your outputs must be in English."
)


# -- Stage Functions -----------------------------------------------------------

async def stage0(ctx):
    """2026-03-10 Tuesday: Receipt identification and reconciliation."""
    # 1. Upload assets (personality .md files + input materials)
    await ctx.fs.upload_dir(ctx.task_dir / "assets", "/workspace")

    # 2. Create Notion expense database (empty -- agent creates records)
    await ctx.notion.create_page("Li Ming Expense Reimbursement 2026-Q1")
    await ctx.notion.create_database(EXPENSE_DB_NAME, EXPENSE_DB_SCHEMA)

    # 3. Create Google Sheet budget tracker with empty data rows
    #    (Agent must read budget_dashboard.PNG to populate actual values)
    sheet_info = await ctx.google_sheets.create_spreadsheet(BUDGET_SHEET_NAME)
    sheet_id = sheet_info["sheet_id"]
    await ctx.google_sheets.update_values(
        sheet_id, "Sheet1!A1:D7",
        [BUDGET_HEADER] + BUDGET_SEED_ROWS,
    )

    # 4. Seed email: Finance -> Li Ming about policy update
    await ctx.email.send_email(
        from_user="finance",
        to="[email protected]",
        subject="Expense policy update notice",
        body=(
            "Hi, the expense reimbursement policy has been updated starting this month. "
            "Please refer to the policy file in your input folder (expense_policy_v3.md). "
            "Process all current and future reimbursements per the new policy."
        ),
    )

    # 5. Notification -- Li Ming's direct instruction
    return {
        "notification": (
            "[2026-03-10 Tuesday] "
            "Li Ming says: I'm back from the Beijing business trip. All receipt photos are in input/. "
            "Please process the reimbursement for me. Finance should have sent a policy update email. "
            "Handle issues as you see fit; ask me if you're unsure.\n\n"
            "You use Li Ming's mailbox [email protected] to read and send emails. "
            "Contacts: [email protected] (Finance - Xiao Zhang), "
            "[email protected] (Department Manager).\n"
            "Expense database is in Notion (database: expense_db). "
            "Budget tracker is in Google Sheets (budget_tracking).\n"
            "Li Ming sent 20 files: receipt_01.png through receipt_12.png, "
            "taxi_price.PNG, restaurant_panorama.png, six_people_dinner.PNG, "
            "supermarket.PNG, hotel.PNG, taxi_chat.mp3, memo.png, spa_receipt.png. "
            "Also in input/: bank_statement_photo.png, wechat_bill_screenshot.png, "
            "trip_calendar.jpg, budget_dashboard.PNG, expense_policy_v3.md."
        ),
        "time": "2026-03-10T09:00:00+08:00",
    }


async def stage1(ctx):
    """2026-03-11 Wednesday: Multi-party follow-up + background changes."""
    # 1. Loud: Finance emails Li Ming about restaurant receipt
    await ctx.email.send_email(
        from_user="finance",
        to="[email protected]",
        subject="Re: Li Ming Beijing trip reimbursement",
        body=(
            "Regarding the restaurant expense of CNY 1,680 -- the photo shows more than one person dining. "
            "Please provide the participant list and business purpose, otherwise we cannot approve it."
        ),
    )

    # 2. Loud: Upload taxi e-invoice (Li Ming sends supplementary document)
    await ctx.fs.upload_file(
        ctx.task_dir / "inject" / "stage1" / "taxi_einvoice.png",
        "/workspace/input/",
    )

    # 3. Silent: Finance month-end update -- dining used goes from 1800 -> 2400
    sheet_id = await ctx.google_sheets.get_spreadsheet_id(BUDGET_SHEET_NAME)
    if sheet_id:
        await ctx.google_sheets.update_values(
            sheet_id, "Sheet1!C4", [["2400"]],
        )
        await ctx.google_sheets.update_values(
            sheet_id, "Sheet1!D4", [["2600"]],
        )

    # 4. Silent: Notion note about transport budget at 90%
    await ctx.notion.add_database_row(EXPENSE_DB_NAME, {
        "Item": _notion_title("[SYSTEM NOTE]"),
        "Date": _notion_text("2026-03-11"),
        "Merchant": _notion_text(""),
        "Amount": _notion_number(0),
        "Category": _notion_select("transportation"),
        "Status": _notion_select("pending_review"),
        "Payment Method": _notion_select("unknown"),
        "Notes": _notion_text("Q1 transportation reimbursement has exceeded 90% of budget. Strict review required going forward."),
        "Attachment": _notion_text(""),
    })

    # 5. Notification -- mentions loud events only
    return {
        "notification": (
            "[2026-03-11 Wednesday] You have new email and a message from Li Ming.\n\n"
            "Li Ming says: The dinner at the restaurant was a client entertainment, 6 people attended. "
            "Also, I lost the receipt for buying water at a convenience store on March 6, CNY 28 -- can that be reimbursed? "
            "And the SPA receipt is not mine, don't bother with it.\n"
            "Li Ming also sent a supplementary file: taxi_einvoice.png (electronic taxi invoice)."
        ),
        "time": "2026-03-11T09:00:00+08:00",
    }


async def stage2(ctx):
    """2026-03-13 Friday: Approval and final summary."""
    # 1. Loud: Manager approves the CNY 28 no-receipt claim
    await ctx.email.send_email(
        from_user="manager",
        to="[email protected]",
        subject="Re: No-receipt reimbursement approval request - CNY 28 water",
        body="Approved.",
    )

    # 2. Silent: IT corrects transport used from 3200 -> 3450
    sheet_id = await ctx.google_sheets.get_spreadsheet_id(BUDGET_SHEET_NAME)
    if sheet_id:
        await ctx.google_sheets.update_values(
            sheet_id, "Sheet1!C2", [["3450"]],
        )
        await ctx.google_sheets.update_values(
            sheet_id, "Sheet1!D2", [["550"]],
        )

    # 3. Notification -- mentions loud events only
    return {
        "notification": (
            "[2026-03-13 Friday] You have new email and a message from Li Ming.\n\n"
            "Li Ming says: Is the reimbursement done? Send me the summary by end of day Friday."
        ),
        "time": "2026-03-13T09:00:00+08:00",
    }