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- name: task_config
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dtype: string
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- name: goal
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dtype: string
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- name: start_url
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dtype: string
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- name: validation
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dtype: string
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splits:
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- name: train
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num_bytes: 364644
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num_examples: 207
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download_size: 51656
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dataset_size: 364644
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configs:
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- config_name: default
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data_files:
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- split: train
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path: data/train-*
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---
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---
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+
license: apache-2.0
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task_categories:
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- text-generation
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tags:
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- web-agent
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- evaluation
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- erpnext
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pretty_name: ERPNext Tasks
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---
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# ERPNext Tasks
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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.
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## Dataset overview
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- **207 samples** across **82 task categories**
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- A single shared validator queries a SQL endpoint to verify outcomes
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| Domain | Categories | Samples | Examples |
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|---|---|---|---|
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| User Management | 7 | 18 | Create users, assign roles, disable accounts, create user groups |
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| Purchasing | 8 | 16 | Create suppliers, purchase orders, manage discounts and confirmations |
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| Sales | 10 | 27 | Create customers, sales orders, sales invoices with tax rates |
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| Inventory | 8 | 18 | Create stock items and entries, edit item properties, manage letterheads |
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| HR | 5 | 14 | Create employees with various detail levels, update departments |
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| Accounting | 10 | 22 | Create journal and payment entries, cancel or assign entries |
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| Projects | 14 | 38 | Create projects and tasks with dependencies, change status, delete |
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| Multi-step | 20 | 54 | Cross-domain workflows combining creation, assignment, and management |
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## Schema
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| Column | Type | Description |
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|---|---|---|
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| `benchmark` | `string` | Benchmark name (`erpnext`) |
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| `task_name` | `string` | Task category (e.g. `erpnext.create_sales_order`) |
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| `task_seed` | `int` | Sample index within the category |
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| `task_config` | `string` | JSON-encoded dict with `sql` (validation query) and `count` (expected result count) |
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| `goal` | `string` | Natural language instruction shown to the agent |
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| `start_url` | `string` | URL where the agent should begin (empty, defaults to ERPNext home) |
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| `validation` | `string` | Python source code of the validator module |
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## Validation
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The validator module exposes a `validate(messages, config)` function:
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```python
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def validate(messages: List[Dict[str, str]], config: Dict[str, Any]) -> int:
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"""
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Args:
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messages: Conversation history (list of {"role": ..., "content": ...} dicts).
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config: The task_config dict for this sample, containing:
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- sql: A SQL query to run against the ERPNext database
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- count: The expected results_count value
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Returns:
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1 if the task was completed successfully, 0 otherwise.
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Raises:
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ValueError: If the task configuration is invalid.
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"""
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```
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The validator calls a SQL query endpoint on the ERPNext instance. The following environment variables must be set:
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| Variable | Description |
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|---|---|
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| `ERPNEXT_URL` | Base URL of the ERPNext instance (e.g. `https://erpnext.example.com`) |
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| `ERPNEXT_EXTRA_HTTP_HEADERS` | JSON string containing authentication headers (e.g. `{"Authorization": "Bearer <token>"}`) |
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### Usage
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```python
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import ast
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from datasets import load_dataset
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ds = load_dataset("servicenow-ai/erpnext-tasks")
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sample = ds["train"][0]
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config = ast.literal_eval(sample["task_config"])
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# Load the validator
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exec(sample["validation"], globals())
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score = validate(
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messages=[{"role": "assistant", "content": "Done."}],
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config=config,
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)
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```
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## Task categories
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### User Management
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- **assign_role**: Assign a role profile to a user
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- **create_user_email_first_last**: Create a user with email, first name, and last name
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- **create_user_email_first_last_username_phone**: Create a user with full contact details
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- **create_user_with_email_account_dependency_HARD**: Create a user with email account dependency
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- **create_user_group_with_new_users_HARD**: Create a user group with newly created users
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- **disable_user_account**: Disable a user account
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- **create_user_then_cancel_journal_entry**: Create a user then cancel a journal entry
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### Purchasing
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- **create_supplier_name_email_phone**: Create a supplier with contact details
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- **create_supplier_name_group_currency_tax_id**: Create a supplier with financial details
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- **create_purchase_order_with_discount** / **without_discount**: Create purchase orders
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- **create_purchase_order_then_manage_supplier**: Create a purchase order then manage the supplier
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- **create_stock_item_with_name_description_then_create_purchase_order**: Create item then order
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- **create_stock_item_without_name_description_then_create_purchase_order**: Create item then order (minimal)
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- **add_date_confirmation_number_to_purchase_order**: Update purchase order confirmation details
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- **add_comment_to_draft_purchase_orders**: Add comments to draft purchase orders
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### Sales
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- **create_customer_name_account_manager_group**: Create a customer with manager and group
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- **create_customer_name_type_address**: Create a customer with address details
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- **create_customer_with_account_manager_group_tax_dependencies_HARD**: Complex customer creation
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- **create_customer_with_account_manager_role_profile_group_tax_dependencies_HARD**: Complex customer creation with role profiles
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- **create_sales_order** / **create_sales_order_put_on_hold**: Create and manage sales orders
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- **create_sales_invoice** / **create_sales_invoice_with_custom_tax_rate**: Create invoices
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- **create_sales_invoice_with_date_cost_center**: Create invoice with cost center
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- **create_sales_invoice_with_customer_item_account_dependencies_HARD**: Complex invoice creation
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- **create_sales_invoice_with_customer_item_territory_pricelist_account_dependencies_HARD**: Complex invoice with territory and pricelist
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### Inventory
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- **create_stock_item_id_group**: Create a stock item with ID and group
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- **create_stock_item_name_id_group_description**: Create a stock item with full details
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- **create_stock_item_name_id_group_description_shelf_life_warranty**: Create item with shelf life and warranty
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- **create_stock_entry** / **create_stock_entry_with_letterhead**: Create stock entries
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- **edit_stock_item_warranty_weight**: Edit item warranty and weight
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- **edit_stock_item_warranty_weight_material_request_type_tag**: Edit item with additional fields
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- **delete_stock_item** / **disable_stock_item**: Remove or disable stock items
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### HR
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- **create_employee_name_gender_dob_status_join_date**: Create employee with basic info
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- **create_employee_name_gender_dob_join_date_salary_phone**: Create employee with salary and phone
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- **create_employee_full_address_HARD**: Create employee with full address details
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- **create_employee_with_emergency_contact_HARD**: Create employee with emergency contact
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- **update_employee_department**: Update an employee's department
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### Accounting
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- **create_journal_entry** / **create_journal_entry_with_account_dependency_HARD**: Create journal entries
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- **create_payment_entry_without_cost_center** / **with_cost_center_cheque_date_reference**: Create payment entries
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- **create_payment_entry_with_customer_account_project_dependencies_HARD**: Complex payment entry
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- **create_payment_entry_with_mode_of_payment_account_supplier_cost_center_dependencies_HARD**: Complex payment entry with supplier
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- **cancel_journal_entry** / **cancel_payment_entry** / **cancel_purchase_order**: Cancel accounting documents
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- **assign_journal_entry** / **assign_payment_entry** / **assign_purchase_order**: Assign documents to users
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### Projects & Tasks
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- **create_project_with_name_company**: Create a project with name and company
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- **create_project_with_name_company_priority_note**: Create project with priority and notes
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- **create_project_with_name_company_priority_note_dept_cost**: Create project with department and cost center
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- **create_project_with_customer_full_address_HARD**: Create project with customer address
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- **create_project_with_type_dept_dependencies_HARD**: Create project with type and department dependencies
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- **create_project_with_type_dept_cost_center_dependencies_HARD**: Create project with cost center dependencies
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- **create_project_with_type_dept_customer_cost_center_dependencies_HARD**: Create project with full dependencies
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- **create_task_with_subject_project**: Create a task in a project
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- **create_task_with_subject_project_priority_dept**: Create task with priority and department
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- **create_task_with_subject_project_priority_dept_comment**: Create task with comment
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- **create_task_with_project_type_dept_dependencies_HARD**: Create task with dependencies
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- **create_task_with_project_type_parent_dept_dependencies_HARD**: Create task with parent task dependency
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- **change_project_status** / **delete_project** / **delete_task**: Manage project lifecycle
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- **update_task_status** / **assign_task**: Update and assign tasks
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### Multi-step & Cross-domain
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- **assign_sales_invoice** / **tag_sales_invoice** / **favorite_sales_invoice**: Manage sales invoice metadata
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- **tag_supplier** / **delete_supplier**: Manage supplier metadata
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- **update_target_warehouse_on_suppliers_purchase_orders**: Update warehouse on purchase orders
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- **create_customer_then_create_sales_invoice**: Create customer then invoice
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- **create_customer_then_create_sales_order**: Create customer then sales order
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- **create_sales_invoice_then_assign_task**: Create invoice then assign a task
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- **create_project_then_cancel_payment_entry**: Create project then cancel payment entry
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- **create_task_then_assign_payment_entry**: Create task then assign payment entry
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- **assign_journal_entry_then_update_task_status**: Assign journal entry then update task
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