--- 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 "}`) | ### 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