What /intake checked, quoted from vendors/bayvane-plumbing/intake.json.

Follow-up draft (not sent): vendors/bayvane-plumbing/drafts/2026-11-05-follow-up.md

# Draft follow-up email: Bayvane Plumbing Inc.

*Fake data for a demo. DRAFT ONLY: the assistant never sends email. Dana Reyes (Facilities Manager) reviews and sends it.*

| Field | Value |
|---|---|
| Status | DRAFT, not sent |
| To | office@bayvane-plumbing.example |
| From | dana.reyes@palmquay.example |
| Reviewer and sender | Dana Reyes, Facilities Manager |
| Subject | Proof of license renewal needed by 2026-11-12 |
| Issue codes | LICENSE_EXPIRING_30D |
| Deadline | 2026-11-12 |
| Drafted | 2026-11-05 by onboarding-assistant from vendors/bayvane-plumbing/intake.json |

## Message

Hello Bayvane Plumbing Inc. team,

Thank you for sending your paperwork for the water heater replacements in units 2A-2D at Harbor Walk Lofts. Everything else is in order; we need one item before we can move ahead.

## What we need

1. **Proof that your state plumbing license has been renewed.** The license on file expires on 2026-11-28, which is within 30 days.
   **Why we need it:** A license that ends within 30 days puts the file on hold until we have proof of renewal.

## Deadline and how to send it

Please send it by **2026-11-12** (one week from today). Reply to this email with the renewed license attached (a PDF is fine), or send it to dana.reyes@palmquay.example. Your file is on hold, not closed: once the renewal arrives, we can move it forward.

If anything here looks wrong, just reply and we'll sort it out.

Thank you,
Dana Reyes
Facilities Manager, Palmquay Properties
dana.reyes@palmquay.example

What /intake checked, quoted from vendors/brightcurrent-electric/intake.json.

Follow-up draft (not sent): vendors/brightcurrent-electric/drafts/2026-11-05-follow-up.md

# Draft follow-up email: Brightcurrent Electric Inc.

*Fake data for a demo. DRAFT ONLY: the assistant never sends email. Dana Reyes (Facilities Manager) reviews and sends it.*

| Field | Value |
|---|---|
| Status | DRAFT, not sent |
| To | office@brightcurrent-electric.example |
| From | dana.reyes@palmquay.example |
| Reviewer and sender | Dana Reyes, Facilities Manager |
| Subject | Updated insurance certificate (general liability limits) needed by 2026-11-12 |
| Issue codes | GL_BELOW_MIN |
| Deadline | 2026-11-12 |
| Drafted | 2026-11-05 by onboarding-assistant from vendors/brightcurrent-electric/intake.json |

## Message

Hello Brightcurrent Electric Inc. team,

Thank you for sending your paperwork for the panel upgrade and exit-light replacement at Seminole Point Offices. Everything else is in order; we need one item before we can move ahead.

## What we need

1. **A certificate of insurance showing higher general liability limits.** The certificate on file shows general liability of $500,000 per occurrence and $1,000,000 aggregate.
   **Why we need it:** Our minimum for every vendor is $1,000,000 per occurrence and $2,000,000 aggregate.

## Deadline and how to send it

Please send it by **2026-11-12** (one week from today). Reply to this email with the updated certificate attached (a PDF is fine), or send it to dana.reyes@palmquay.example.

If anything here looks wrong, just reply and we'll sort it out.

Thank you,
Dana Reyes
Facilities Manager, Palmquay Properties
dana.reyes@palmquay.example

What /intake checked, quoted from vendors/clearsail-janitorial/intake.json.

Follow-up draft (not sent): vendors/clearsail-janitorial/drafts/2026-11-05-follow-up.md

# Draft follow-up email: Clearsail Janitorial Services LLC

*Fake data for a demo. DRAFT ONLY: the assistant never sends email. Dana Reyes (Facilities Manager) reviews and sends it.*

| Field | Value |
|---|---|
| Status | DRAFT, not sent |
| To | office@clearsail-janitorial.example |
| From | dana.reyes@palmquay.example |
| Reviewer and sender | Dana Reyes, Facilities Manager |
| Subject | Insurance certificate naming Palmquay Properties needed by 2026-11-12 |
| Issue codes | NO_ADDITIONAL_INSURED |
| Deadline | 2026-11-12 |
| Drafted | 2026-11-05 by onboarding-assistant from vendors/clearsail-janitorial/intake.json |

## Message

Hello Clearsail Janitorial Services LLC team,

Thank you for sending your paperwork for the nightly common-area cleaning at Seminole Point Offices. Everything else is in order; we need one item before we can move ahead.

## What we need

1. **An updated certificate of insurance that names Palmquay Properties as an additional insured.** The certificate on file lists the additional insured as "None listed."
   **Why we need it:** Our policy requires Palmquay Properties to be named as an additional insured on every vendor's certificate.

## Deadline and how to send it

Please send it by **2026-11-12** (one week from today). Reply to this email with the updated certificate attached (a PDF is fine), or send it to dana.reyes@palmquay.example.

If anything here looks wrong, just reply and we'll sort it out.

Thank you,
Dana Reyes
Facilities Manager, Palmquay Properties
dana.reyes@palmquay.example

What /intake checked, quoted from vendors/fernhollow-grounds/intake.json.

Follow-up draft (not sent): vendors/fernhollow-grounds/drafts/2026-11-05-follow-up.md

# Draft follow-up email: Fernhollow Grounds LLC

*Fake data for a demo. DRAFT ONLY: the assistant never sends email. Dana Reyes (Facilities Manager) reviews and sends it.*

| Field | Value |
|---|---|
| Status | DRAFT, not sent |
| To | office@fernhollow-grounds.example |
| From | dana.reyes@palmquay.example |
| Reviewer and sender | Dana Reyes, Facilities Manager |
| Subject | Signed W-9 needed by 2026-11-12 |
| Issue codes | MISSING_W9 |
| Deadline | 2026-11-12 |
| Drafted | 2026-11-05 by onboarding-assistant from vendors/fernhollow-grounds/intake.json |

## Message

Hello Fernhollow Grounds LLC team,

Thank you for sending your paperwork for the 12-month grounds care contract at Palm Row Apartments. Everything else is in order; we need one item before we can move ahead.

## What we need

1. **A signed W-9.** We don't have a W-9 from Fernhollow Grounds LLC on file yet.
   **Why we need it:** Palmquay Properties requires a W-9 from every vendor; it confirms the legal name and taxpayer ID on file.

## Deadline and how to send it

Please send it by **2026-11-12** (one week from today). Reply to this email with the signed W-9 attached (a PDF is fine), or send it to dana.reyes@palmquay.example.

If anything here looks wrong, just reply and we'll sort it out.

Thank you,
Dana Reyes
Facilities Manager, Palmquay Properties
dana.reyes@palmquay.example

What /intake checked, quoted from vendors/gulfpine-pest/intake.json.

Follow-up draft (not sent): vendors/gulfpine-pest/drafts/2026-11-05-follow-up.md

# Draft follow-up email: Gulfpine Pest Control Inc.

*Fake data for a demo. DRAFT ONLY: the assistant never sends email. Dana Reyes (Facilities Manager) reviews and sends it.*

| Field | Value |
|---|---|
| Status | DRAFT, not sent |
| To | office@gulfpine-pest.example |
| From | dana.reyes@palmquay.example |
| Reviewer and sender | Dana Reyes, Facilities Manager |
| Subject | Insurance certificate in your legal name needed by 2026-11-12 |
| Issue codes | NAME_MISMATCH |
| Deadline | 2026-11-12 |
| Drafted | 2026-11-05 by onboarding-assistant from vendors/gulfpine-pest/intake.json |

## Message

Hello Gulfpine Pest Control Inc. team,

Thank you for sending your paperwork for the quarterly pest treatment at Palm Row Apartments. Everything else is in order; we need one item before we can move ahead.

## What we need

1. **A certificate of insurance that names the same company as your W-9 and license.** The certificate lists the insured as Gulfpine Pest Solutions LLC, but your W-9 and state license both say Gulfpine Pest Control Inc. If the name on the certificate is the right one, just reply and tell us so we can sort out the other documents.
   **Why we need it:** The legal name must match on the W-9, the certificate's Insured line and the license, so we know all three cover the same company.

## Deadline and how to send it

Please send it by **2026-11-12** (one week from today). Reply to this email with the corrected certificate attached (a PDF is fine), or send it to dana.reyes@palmquay.example.

If anything here looks wrong, just reply and we'll sort it out.

Thank you,
Dana Reyes
Facilities Manager, Palmquay Properties
dana.reyes@palmquay.example

What /intake checked, quoted from vendors/kestrelbay-air-heat/intake.json.

Approval packet (sign-offs blank on purpose): vendors/kestrelbay-air-heat/packet.md

This packet was built before the screening step. The screen recused Dana Reyes, Facilities Manager (a disclosed relative owns part of the firm), so Marcus Hale, Procurement Lead signs instead, after Legal reviews. The packet record itself is left as it was.

# Approval packet: Kestrelbay Air & Heat LLC

*Fake data for a demo. Built by the onboarding assistant from the vendor's documents and company/rules.json. Nothing is approved until the people below sign. The assistant never approves, signs, or pays.*

| Field | Value |
|---|---|
| Vendor | Kestrelbay Air & Heat LLC |
| Trade | hvac |
| Building | Harbor Walk Lofts |
| Scope | Replace 2 rooftop condenser fan motors |
| Contract amount | $8,500 |
| Requested by | Dana Reyes |
| Target start | 2026-12-01 |
| Intake status | READY (0 issues), checked against company/rules.json for 2026-11-05 |
| Approval tier | Up to $10,000: 1 sign-off, in order |
| Built | 2026-11-05T11:31:17 by onboarding-assistant |

## What intake checked

| Check | Source | Found | Rule | Result |
|---|---|---|---|---|
| W-9 on file | documents/w9.md | present | required from every vendor | ok |
| certificate of insurance on file | documents/coi.md | present | required from every vendor | ok |
| work request on file | documents/request.md | present | required from every vendor | ok |
| state license on file | documents/license.md | present | required for licensed trades (hvac) | ok |
| insurance end date | documents/coi.md: Policy end | 2027-03-01 (116 days from 2026-11-05) | not before 2026-11-05; 30 days or fewer out = hold | ok |
| general liability | documents/coi.md | $1,000,000 / $2,000,000 | at least $1,000,000 per occurrence / $2,000,000 aggregate | ok |
| auto liability | documents/coi.md | $1,000,000 | at least $1,000,000 | ok |
| umbrella | documents/coi.md | None | not required for hvac | n/a |
| workers' comp | documents/coi.md | Statutory | Statutory or a valid exemption certificate | ok |
| additional insured | documents/coi.md | Palmquay Properties | must name Palmquay Properties | ok |
| license end date | documents/license.md: Expires | 2027-08-31 (299 days from 2026-11-05) | not before 2026-11-05; 30 days or fewer out = hold | ok |
| legal name matches everywhere | vendor.md, w9.md, coi.md, license.md | vendor.md: Kestrelbay Air & Heat LLC; w9.md: Kestrelbay Air & Heat LLC; coi.md: Kestrelbay Air & Heat LLC; license.md: Kestrelbay Air & Heat LLC | same legal name on the vendor record, W-9, certificate and license | ok |

## Sign-offs (in this order; each person signs after the one above)

| # | Role | Name | Email | Decision | Date | Signature |
|---|---|---|---|---|---|---|
| 1 | Facilities Manager | Dana Reyes | dana.reyes@palmquay.example |  |  |  |

Decision, Date and Signature are left blank on purpose: a person fills them in. The next approver is notified by a person, not by the assistant.

What /intake checked, quoted from vendors/saltmarsh-roofing/intake.json.

Follow-up draft (not sent): vendors/saltmarsh-roofing/drafts/2026-11-05-follow-up.md

# Draft follow-up email: Saltmarsh Roofing Co.

*Fake data for a demo. DRAFT ONLY: the assistant never sends email. Dana Reyes (Facilities Manager) reviews and sends it.*

| Field | Value |
|---|---|
| Status | DRAFT, not sent |
| To | office@saltmarsh-roofing.example |
| From | dana.reyes@palmquay.example |
| Reviewer and sender | Dana Reyes, Facilities Manager |
| Subject | Current certificate of insurance needed by 2026-11-12 |
| Issue codes | COI_EXPIRED |
| Deadline | 2026-11-12 |
| Drafted | 2026-11-05 by onboarding-assistant from vendors/saltmarsh-roofing/intake.json |

## Message

Hello Saltmarsh Roofing Co. team,

Thank you for sending your paperwork for the flat-roof re-coat at Bayfront Commons. Everything else is in order; we need one item before we can move ahead.

## What we need

1. **A current certificate of insurance.** The certificate we have on file ended on 2026-09-30.
   **Why we need it:** Our policy requires current insurance on file for every vendor, and an expired certificate stops the approval.

## Deadline and how to send it

Please send it by **2026-11-12** (one week from today). Reply to this email with the certificate attached (a PDF is fine), or send it to dana.reyes@palmquay.example.

If anything here looks wrong, just reply and we'll sort it out.

Thank you,
Dana Reyes
Facilities Manager, Palmquay Properties
dana.reyes@palmquay.example

What /intake checked, quoted from vendors/skyquay-lift-fire/intake.json.

Approval packet (sign-offs blank on purpose): vendors/skyquay-lift-fire/packet.md

# Approval packet: Skyquay Lift & Fire Inc.

*Fake data for a demo. Built by the onboarding assistant from the vendor's documents and company/rules.json. Nothing is approved until the people below sign. The assistant never approves, signs, or pays.*

| Field | Value |
|---|---|
| Vendor | Skyquay Lift & Fire Inc. |
| Trade | elevator_fire |
| Building | Bayfront Commons |
| Scope | Modernize 2 passenger elevators + fire-alarm tie-in |
| Contract amount | $120,000 |
| Requested by | Dana Reyes |
| Target start | 2026-12-01 |
| Intake status | READY (0 issues), checked against company/rules.json for 2026-11-05 |
| Approval tier | Over $50,000: 4 sign-offs, in order |
| Built | 2026-11-05T11:31:17 by onboarding-assistant |

## What intake checked

| Check | Source | Found | Rule | Result |
|---|---|---|---|---|
| W-9 on file | documents/w9.md | present | required from every vendor | ok |
| certificate of insurance on file | documents/coi.md | present | required from every vendor | ok |
| work request on file | documents/request.md | present | required from every vendor | ok |
| state license on file | documents/license.md | present | required for licensed trades (elevator_fire) | ok |
| insurance end date | documents/coi.md: Policy end | 2027-03-01 (116 days from 2026-11-05) | not before 2026-11-05; 30 days or fewer out = hold | ok |
| general liability | documents/coi.md | $1,000,000 / $2,000,000 | at least $1,000,000 per occurrence / $2,000,000 aggregate | ok |
| auto liability | documents/coi.md | $1,000,000 | at least $1,000,000 | ok |
| umbrella | documents/coi.md | $5,000,000 | at least $5,000,000 for elevator_fire (high-risk trade) | ok |
| workers' comp | documents/coi.md | Statutory | Statutory or a valid exemption certificate | ok |
| additional insured | documents/coi.md | Palmquay Properties | must name Palmquay Properties | ok |
| license end date | documents/license.md: Expires | 2027-08-31 (299 days from 2026-11-05) | not before 2026-11-05; 30 days or fewer out = hold | ok |
| legal name matches everywhere | vendor.md, w9.md, coi.md, license.md | vendor.md: Skyquay Lift & Fire Inc.; w9.md: Skyquay Lift & Fire Inc.; coi.md: Skyquay Lift & Fire Inc.; license.md: Skyquay Lift & Fire Inc. | same legal name on the vendor record, W-9, certificate and license | ok |

## Sign-offs (in this order; each person signs after the one above)

| # | Role | Name | Email | Decision | Date | Signature |
|---|---|---|---|---|---|---|
| 1 | Facilities Manager | Dana Reyes | dana.reyes@palmquay.example |  |  |  |
| 2 | Procurement Lead | Marcus Hale | marcus.hale@palmquay.example |  |  |  |
| 3 | Legal | Priya Natarajan | priya.natarajan@palmquay.example |  |  |  |
| 4 | Finance | Tom Becker | tom.becker@palmquay.example |  |  |  |

Decision, Date and Signature are left blank on purpose: a person fills them in. The next approver is notified by a person, not by the assistant.

E-signature export (a person exported it): vendors/skyquay-lift-fire/esign-status-2026-11-10.md

# E-signature status: Skyquay Lift & Fire Inc. approval packet (fictional)

*Fake document made for a demo. A person exported this from the e-signature tool; the assistant never sends or signs. Every name here is fictional.*

| Field | Value |
|---|---|
| Packet | vendors/skyquay-lift-fire/packet.md |
| Version | 1 |
| Sent for signature by | Dana Reyes, Facilities Manager |
| Exported | 2026-11-10 |

| # | Role | Name | Status | Date | Note |
|---|---|---|---|---|---|
| 1 | Facilities Manager | Dana Reyes | signed | 2026-11-06 |  |
| 2 | Procurement Lead | Marcus Hale | signed | 2026-11-09 |  |
| 3 | Legal | Priya Natarajan | change requested | 2026-11-10 | Add a one-year warranty on parts and labor to the contract terms before I sign. |
| 4 | Finance | Tom Becker | not reached |  |  |

Change type: contract terms

Approval packet, newest version (sign-offs blank on purpose): vendors/skyquay-lift-fire/packet-v2.md

# Approval packet, version 2: Skyquay Lift & Fire Inc.

*Sample data for a demo (fictional company). Built by the onboarding assistant from version 1 (`vendors/skyquay-lift-fire/packet.md`), the e-signature export (`vendors/skyquay-lift-fire/esign-status-2026-11-10.md`), and company/rules.json. Nothing is approved until the people below sign. The assistant never voids, sends, signs, approves, or pays.*

| Field | Value |
|---|---|
| Vendor | Skyquay Lift & Fire Inc. |
| Version | 2 (replaces version 1) |
| Building | Bayfront Commons |
| Scope | Modernize 2 passenger elevators + fire-alarm tie-in |
| Contract amount | $120,000 |
| Approval tier | Over $50,000: 4 sign-offs, in order |
| Status | RESTART: signing starts again with the first approver |
| Built | 2026-11-08T17:24:04 by onboarding-assistant |

## What changed
| What | Version 1 | Version 2 | Asked for by |
|---|---|---|---|
| contract terms | as in version 1 | Add a one-year warranty on parts and labor to the contract terms before I sign. | Priya Natarajan, Legal, 2026-11-10 |

A change to the contract terms is a material change under company/rules.json, so version 1's signatures don't carry over: version 1 becomes void once a person voids it in the e-signature tool, and signing restarts with the first approver.

## Version 1: where signing stood on 2026-11-10
| # | Role | Name | Version 1 | Now |
|---|---|---|---|---|
| 1 | Facilities Manager | Dana Reyes | signed 2026-11-06 | needs to sign again on version 2 |
| 2 | Procurement Lead | Marcus Hale | signed 2026-11-09 | needs to sign again on version 2 |
| 3 | Legal | Priya Natarajan | change requested | signs version 2 in order |
| 4 | Finance | Tom Becker | not reached | signs version 2 in order |

## Sign-offs (version 2, in this order; each person signs after the one above)

| # | Role | Name | Email | Decision | Date | Signature |
|---|---|---|---|---|---|---|
| 1 | Facilities Manager | Dana Reyes | dana.reyes@palmquay.example |  |  |  |
| 2 | Procurement Lead | Marcus Hale | marcus.hale@palmquay.example |  |  |  |
| 3 | Legal | Priya Natarajan | priya.natarajan@palmquay.example |  |  |  |
| 4 | Finance | Tom Becker | tom.becker@palmquay.example |  |  |  |

Decision, Date and Signature are left blank on purpose: a person fills them in.

## What a person does next
1. Dana Reyes, Facilities Manager, voids version 1 in the e-signature tool and sends version 2.
2. Signing starts again in order: Dana Reyes, Marcus Hale, Priya Natarajan, then Tom Becker.

# Screening results (fictional)

*Fake data for a demo. Built by the assistant from the records named below. Nothing is approved, signed, sent, or paid by the assistant.*

Disclosures from `vendors/*/disclosures/conflict-of-interest.md`; names checked against `company/exclusion-list.md` (as of 2026-11-05).

| Vendor | Result | Codes | What a person does |
|---|---|---|---|
| bayvane-plumbing | CLEAR | none | nothing |
| brightcurrent-electric | CLEAR | none | nothing |
| clearsail-janitorial | CLEAR | none | nothing |
| fernhollow-grounds | CLEAR | none | nothing |
| gulfpine-pest | EXCLUDED | EXCLUDED | Legal reviews; don't award; hold the follow-up draft |
| kestrelbay-air-heat | REVIEW | CONFLICT_DISCLOSED | Legal reviews the disclosure; Facilities Manager recused, Procurement Lead signs instead |
| saltmarsh-roofing | CLEAR | none | nothing |
| skyquay-lift-fire | CLEAR | none | nothing |

| Supplier | Result |
|---|---|
| Gulfweave Furnishings | CLEAR |
| Mangrove Home Supply | CLEAR |
| Keystone Coast Furniture | CLEAR |

# Procurement approval request: order PQ-1042, unit-4b (fictional)

*Fake data for a demo. Built by the assistant from the records named below. Nothing is approved, signed, sent, or paid by the assistant.*

Order PQ-1042 was approved on 2026-11-06, before this checklist was added. This form records what the checklist finds, for the file.

| Field | Value |
|---|---|
| Project | Bayfront Commons (fictional), Unit 4B |
| Order total | $4,898 |
| Procurement type | Standard purchase: every order line over $500 needs in-spec prices from at least 2 approved suppliers (written quotes or catalog prices) |
| Status | NEEDS_JUSTIFICATION |

## Purpose
Furnish the living room and bedroom by 2026-11-20, as requested by Lena Ortiz, Property Manager (fictional) on 2026-11-05. Must have: pet-friendly performance fabric on upholstered pieces.

## Funding
| Budget line | Approved | Committed before this order | Available | This order | Left |
|---|---|---|---|---|---|
| FAC-TURN-2026 | $5,200 | $0 | $5,200 | $4,898 | $302 |

## Competition (lines over $500)
| SKU | Item | Line total | Suppliers with an in-spec price | Lowest in-spec | Selected | Flag | Justification |
|---|---|---|---|---|---|---|---|
| MH-SOF-118 | Sofa | $1,520 | Gulfweave Furnishings, Mangrove Home Supply | GW-SOF-210 $1,450 | $1,520 | LOWEST_NOT_SELECTED | On record: GW-SOF-210 ($1,450) would arrive 2026-12-17, 27 days after the install date (out/source.json). The Facilities Manager confirms by signing. |
| GW-BED-Q | Bed frame, queen | $690 | Gulfweave Furnishings | GW-BED-Q $690 | $690 | SINGLE_SOURCE | Only Gulfweave Furnishings offers an in-spec bed frame, queen. The Facilities Manager writes why one source is acceptable. |
| MH-DR-60 | Dresser | $640 | Mangrove Home Supply | MH-DR-60 $640 | $640 | SINGLE_SOURCE | Only Mangrove Home Supply offers an in-spec dresser. The Facilities Manager writes why one source is acceptable. |

Still needs a person's written justification: GW-BED-Q, MH-DR-60.

## Certification
The approver certifies that the information above and attached is true and complete, and that the suppliers were selected and prices set under Palmquay's purchasing rules.

Prepared by: procurement assistant (AI), from the records named above
Approvers (in order): Dana Reyes, Facilities Manager

Approved by: ____________________   Date: __________

# Running totals and close-out: order PQ-1042, unit-4b (fictional)

*Fake data for a demo. Built by the assistant from the records named below. Nothing is approved, signed, sent, or paid by the assistant.*

| Original order | Approved changes | Current order | Invoiced to date | Approved for payment | Paid | Held | Remaining |
|---|---|---|---|---|---|---|---|
| $4,898 | $0 | $4,898 | $1,407 | $0 | $0 | $872 | $3,491 |

Lines received in full: 3 of 8. Open lines: GW-BED-Q, GW-CT-48, MH-CHR-32, MH-DR-60, MH-SOF-118. Held invoices: INV-KC-3307. Pending changes: CR-001. Open tasks: T1, T2.

Supplier completion notice: Gulfweave Furnishings: CLAIM_CONTRADICTED; not delivered: GW-BED-Q, GW-CT-48. Draft reply: `projects/unit-4b/controls/drafts/reply-gulfweave-2026-11-12.md` (not sent).

Close-out status: NOT_READY.

# Completion certificate: order PQ-1042, unit-4b (fictional)

*Fake data for a demo. Built by the assistant from the records named below. Nothing is approved, signed, sent, or paid by the assistant.*

Status: NOT READY to sign: 5 order lines open, 1 invoice held, 1 change request pending, 2 tasks open. Nobody signs until every item is received and checked.

## 1. The supplier certifies
Every item on the order from this supplier has been delivered and installed, and the work area is clean.

Signature: ____________________   Name: ____________________   Date: __________

## 2. The Facilities Manager verifies
I checked the items against the order, the tracking, and the receipt, and the supplier's certification above is true.

Signature: ____________________   Name: ____________________   Date: __________

# Draft reply to Gulfweave Furnishings (fictional): not sent

Draft only. The Facilities Manager reviews and sends it; the assistant does not send email.

Hello Gulfweave Furnishings team,

Thank you for your completion notice of 2026-11-12 for order PQ-1042. We can't sign off on completion yet. Our records show these items haven't arrived:
- GW-BED-Q: delayed, ETA 2026-11-25; not on the receipt of 2026-11-12
- GW-CT-48: in transit, ETA 2026-11-16; not on the receipt of 2026-11-12

Please send updated delivery dates. We'll sign the completion certificate once everything is received and checked.

Thank you,
Facilities Manager (Dana Reyes)

# Furnishing request (fictional)
Project: unit-4b
Building: Bayfront Commons (fictional)
Unit: 4B
Requested by: Lena Ortiz, Property Manager (fictional)
Contact: lena.ortiz@palmquay.example
Request date: 2026-11-05
Rooms: living room, bedroom
Budget: $5,200
Install by: 2026-11-20
Must have: pet-friendly performance fabric on upholstered pieces
Living room wall A: 14 ft
Living room wall B: 12 ft
Bedroom wall A: 10 ft
Bedroom wall B:
Bed size: king
Delivery address: Bayfront Commons, Unit 4B, 400 Palm Quay Way, Sarasota FL (fictional)

# Project brief: unit-4b (fictional)

Status: **NEEDS_INFO**

| Field | From the request | Note |
|---|---|---|
| Project | unit-4b |  |
| Building | Bayfront Commons (fictional) |  |
| Unit | 4B |  |
| Requested by | Lena Ortiz, Property Manager (fictional) |  |
| Contact | lena.ortiz@palmquay.example |  |
| Request date | 2026-11-05 |  |
| Rooms | living room, bedroom |  |
| Budget | $5,200 |  |
| Install by | 2026-11-20 |  |
| Must have | pet-friendly performance fabric on upholstered pieces |  |
| Living room wall A | 14 ft |  |
| Living room wall B | 12 ft |  |
| Bedroom wall A | 10 ft |  |
| Bedroom wall B | (blank) | MISSING: ask once |
| Bed size | king | SCOPE_CONFLICT: a king needs 124 in (76 in + 24 in each side); the shortest bedroom wall known is 120 in; the largest bed that fits is a queen |
| Delivery address | Bayfront Commons, Unit 4B, 400 Palm Quay Way, Sarasota FL (fictional) |  |

## One question for the requester (draft; a person sends it)
Before we order, please send: Bedroom wall B; and confirm a queen bed instead of a king.

Nothing is ordered until a person approves this brief.

# Lead times vs. the install date (2026-11-20), fictional

| Line | SKU | Item | Supplier | Lead (days) | Arrives | Result |
|---|---|---|---|---|---|---|
| 1 | GW-SOF-210 | Sofa | Gulfweave Furnishings | 42 | 2026-12-17 | LATE_ITEM: 27 days late; in time: MH-SOF-118 |
| 2 | KC-RUG-810 | Area rug | Keystone Coast Furniture | 5 | 2026-11-10 | on time |
| 3 | GW-CT-48 | Coffee table | Gulfweave Furnishings | 10 | 2026-11-15 | on time |
| 4 | KC-LMP-14 | Floor lamp | Keystone Coast Furniture | 4 | 2026-11-09 | on time |
| 5 | MH-CHR-32 | Accent chair | Mangrove Home Supply | 7 | 2026-11-12 | on time |
| 6 | GW-BED-Q | Bed frame, queen | Gulfweave Furnishings | 12 | 2026-11-17 | on time |
| 7 | GW-NS-22 | Nightstand | Gulfweave Furnishings | 12 | 2026-11-17 | on time |
| 8 | MH-DR-60 | Dresser | Mangrove Home Supply | 9 | 2026-11-14 | on time |

Rule: the cheapest catalog item with the same item name that meets the plan line's spec and arrives by the install date. A person picks between late-but-preferred and on-time.

# Quote comparison (fictional)

| Quote | Supplier | Subtotal | Freight | Total | Valid until | Flags |
|---|---|---|---|---|---|---|
| Q-GW-1 | Gulfweave Furnishings | $1,380 | $185 | $1,565 | 2026-11-30 | HIDDEN_FREIGHT |
| Q-KC-1 | Keystone Coast Furniture | $653 | $60 | $713 | 2026-11-20 | none |
| Q-MH-1 | Mangrove Home Supply | $2,620 | $0 | $2,620 | 2026-11-01 | QUOTE_EXPIRED |

Grand total: **$4,898** (before tax; tax is handled by Finance)

# Purchase request DRAFT (fictional): not an order

This is a draft for review. Nothing has been ordered. A person approves it and places the order.

| Quote | SKU | Item | Qty | Unit price | Line total | Supplier |
|---|---|---|---|---|---|---|
| Q-GW-1 | GW-CT-48 | Coffee table | 1 | $340 | $340 | Gulfweave Furnishings |
| Q-GW-1 | GW-BED-Q | Bed frame, queen | 1 | $690 | $690 | Gulfweave Furnishings |
| Q-GW-1 | GW-NS-22 | Nightstand | 2 | $175 | $350 | Gulfweave Furnishings |
| Q-KC-1 | KC-RUG-96 | Area rug | 1 | $395 | $395 | Keystone Coast Furniture |
| Q-KC-1 | KC-LMP-14N | Floor lamp | 2 | $129 | $258 | Keystone Coast Furniture |
| Q-MH-1 | MH-SOF-118 | Sofa | 1 | $1,520 | $1,520 | Mangrove Home Supply |
| Q-MH-1 | MH-CHR-32 | Accent chair | 1 | $460 | $460 | Mangrove Home Supply |
| Q-MH-1 | MH-DR-60 | Dresser | 1 | $640 | $640 | Mangrove Home Supply |

| Quote | Freight |
|---|---|
| Q-GW-1 | $185 |
| Q-KC-1 | $60 |
| Q-MH-1 | $0 |

Total: **$4,898**

Before ordering, fix the flags: Q-GW-1 HIDDEN_FREIGHT; Q-MH-1 QUOTE_EXPIRED

Approvers (in order): Facilities Manager (Dana Reyes)

Approved by: ____________________   Date: __________

# Product approval against the design plan (fictional)

| Line | Item | SKU | Size (W x D in) | Finish | Fabric | Verdict | Why |
|---|---|---|---|---|---|---|---|
| 1 | Sofa | GW-SOF-210 | 82 x 37 | n/a | pet-friendly performance | PASS | meets the plan |
| 2 | Area rug | KC-RUG-810 | 98 x 120 | n/a | n/a | FAIL | 98 in wide vs 96 in max |
| 3 | Coffee table | GW-CT-48 | 48 x 24 | oak | n/a | PASS | meets the plan |
| 4 | Floor lamp | KC-LMP-14 | 14 x 14 | chrome | n/a | FAIL | chrome vs brushed nickel |
| 5 | Accent chair | MH-CHR-32 | 32 x 33 | n/a | not stated | NEEDS_PERSON | the listing doesn't state the fabric; the plan needs pet-friendly performance |
| 6 | Bed frame, queen | GW-BED-Q | 64 x 86 | oak | n/a | PASS | meets the plan |
| 7 | Nightstand | GW-NS-22 | 22 x 18 | oak | n/a | PASS | meets the plan |
| 8 | Dresser | MH-DR-60 | 60 x 20 | oak | n/a | PASS | meets the plan |

NEEDS_PERSON items wait for a named person's decision, saved with their name. The assistant never passes an unclear item.

# Purchase order PQ-1042 (fictional): the approved baseline
Project: unit-4b
Approved by: Dana Reyes, Facilities Manager (fictional)
Approved on: 2026-11-06
Budget: $5,200
Ship to: Bayfront Commons, Unit 4B, 400 Palm Quay Way, Sarasota FL (fictional)

| SKU | Item | Supplier | Qty | Unit price | Promised delivery |
|---|---|---|---|---|---|
| MH-SOF-118 | Sofa | Mangrove Home Supply | 1 | $1,520 | 2026-11-13 |
| KC-RUG-96 | Area rug | Keystone Coast Furniture | 1 | $395 | 2026-11-11 |
| GW-CT-48 | Coffee table | Gulfweave Furnishings | 1 | $340 | 2026-11-16 |
| KC-LMP-14N | Floor lamp | Keystone Coast Furniture | 2 | $129 | 2026-11-10 |
| MH-CHR-32 | Accent chair | Mangrove Home Supply | 1 | $460 | 2026-11-13 |
| GW-BED-Q | Bed frame, queen | Gulfweave Furnishings | 1 | $690 | 2026-11-18 |
| GW-NS-22 | Nightstand | Gulfweave Furnishings | 2 | $175 | 2026-11-18 |
| MH-DR-60 | Dresser | Mangrove Home Supply | 1 | $640 | 2026-11-15 |

Freight Gulfweave Furnishings: $185
Freight Keystone Coast Furniture: $60
Freight Mangrove Home Supply: $0
Total: $4,898

Notes: a person made the calls the assistant routed to them. The accent chair's fabric was confirmed as performance fabric by Dana Reyes on 2026-11-06. The rug and lamps were replaced with in-spec items. Mangrove refreshed its expired quote on 2026-11-06 at the same prices.

# Supplier notice (fictional)
Date: 2026-11-07
Supplier: Mangrove Home Supply
SKU: MH-SOF-118
Notice: backordered; new ship date 2026-12-01
Proposed substitute: GW-SOF-205 from Gulfweave Furnishings

# Change request CR-001 (fictional): awaiting approval

Trigger: Mangrove Home Supply notice of 2026-11-07: MH-SOF-118 backordered; new ship date 2026-12-01.

| | Approved baseline (PQ-1042) | Proposed change |
|---|---|---|
| Item | Sofa MH-SOF-118 at $1,520 | Sofa GW-SOF-205 at $1,930 |
| Delivery | 2026-11-13 | 2026-11-09 |
| Project total | $4,898 | $5,308 (+$410) |
| Budget | $5,200 | $5,200 |

**OVER_BUDGET:** the change puts the project $108 over budget.
The substitute meets the plan's spec: yes.

Status: awaiting approval by Facilities Manager (Dana Reyes).
The approved baseline (approved/po-PQ-1042.md) stays exactly as it is until that approval is recorded. Baseline SHA-256 before and after this request: 0b86e8390c2b5faf... = 0b86e8390c2b5faf...

Approved by: ____________________   Date: __________

# Follow-up tasks (fictional)

| Task | SKU | Supplier | Exception | Detail | Owner | Due |
|---|---|---|---|---|---|---|
| T1 | GW-BED-Q | Gulfweave Furnishings | DELIVERY_LATE | ETA 2026-11-25, 5 days after the install date 2026-11-20 | Facilities Manager (Dana Reyes) | 2026-11-13 |
| T2 | MH-DR-60 | Mangrove Home Supply | ADDRESS_MISMATCH | shipping to 'Bayfront Commons, Unit 4D, 400 Palm Quay Way, Sarasota FL (fictional)', the order says 'Bayfront Commons, Unit 4B, 400 Palm Quay Way, Sarasota FL (fictional)' | Facilities Manager (Dana Reyes) | 2026-11-13 |

Covered by an open change request (not an exception here): MH-SOF-118

# Draft update to Lena Ortiz, Property Manager (fictional) (lena.ortiz@palmquay.example): not sent

Draft only. Facilities Manager (Dana Reyes) reviews and sends it; the assistant does not send email.

Hi Lena,

A quick update on Unit 4B. As of 2026-11-12, most pieces are on track for 2026-11-20. Two need attention:
- GW-BED-Q: ETA 2026-11-25, 5 days after the install date 2026-11-20.
- MH-DR-60: shipping to 'Bayfront Commons, Unit 4D, 400 Palm Quay Way, Sarasota FL (fictional)', the order says 'Bayfront Commons, Unit 4B, 400 Palm Quay Way, Sarasota FL (fictional)'.

We're following up with both suppliers today and will confirm new dates by tomorrow.

Thanks,
Facilities Manager (Dana Reyes)

# Draft to Gulfweave Furnishings (fictional): shipping credit request, not sent

Draft only. Dana Reyes, Facilities Manager, reviews it, may change the amount, and sends it; the assistant does not send email. Sample data for a demo.

| Field | Value |
|---|---|
| To | orders@gulfweave.example |
| Order | PQ-1042 |
| Late item | GW-BED-Q, Bed frame, queen |
| Promised delivery | 2026-11-18 |
| Current ETA | 2026-11-25 (tracking as of 2026-11-12) |
| Days past the promised date | 7 |
| Freight on this order | $185 |
| Credit requested | $92.50 (50% of the freight) |

Subject: Order PQ-1042: delivery delay and a shipping credit

Hello Gulfweave Furnishings team,

Our order PQ-1042 promised the queen bed frame (GW-BED-Q) for 2026-11-18. Tracking now shows 2026-11-25, 7 days after that date, and after our install date of 2026-11-20.

Because of the delay, we'd like to ask for a credit of $92.50, which is 50% of the $185 freight on this order. Could you confirm the new delivery date, and let us know whether you can apply the credit to your invoice for this order?

Thank you,
Dana Reyes, Facilities Manager
Palmquay Properties (fictional)

# Three-way match: invoice vs. order PQ-1042 vs. receipt (fictional)

| Invoice | SKU | Billed | Ordered | Received | Flags |
|---|---|---|---|---|---|
| INV-GW-5521 | GW-NS-22 | 2 x $175 | 2 x $175 | 2 | ok |
| INV-GW-5521 | freight | $185 | $185 | | ok |
| INV-KC-3307 | KC-RUG-96 | 1 x $395 | 1 x $395 | 1 | ok |
| INV-KC-3307 | KC-LMP-14N | 3 x $139 | 2 x $129 | 2 | PRICE_MISMATCH, QTY_MISMATCH |
| INV-KC-3307 | freight | $60 | $60 | | ok |

| Invoice | Result | Billed | Should be | Difference |
|---|---|---|---|---|
| INV-GW-5521 | MATCH | as ordered |  |  |
| INV-KC-3307 | HOLD | $872 | $713 | $159 |

Payment is approved by Finance (?). The assistant flags differences and never marks an invoice paid.

PASS - C1 outside the vault, no CLAUDE.md above it - root <demo folder>; inside vault False (vault path from the private file); CLAUDE.md in parents []
PASS - C2 CLAUDE.md states every rule and matches rules.json - 34 of 34 found; missing []
PASS - C3 8 vendors, each with its record and exactly the key's documents - 8 folders, 8 records, 8 of 8 document sets match
PASS - C4 recomputed from the documents = answer key - 8 of 8 match; mismatches {}
PASS - C4b the key covers every planted problem + a clean small and a clean large job - 6 of 6 problem types; clean small ['kestrelbay-air-heat']; clean large ['skyquay-lift-fire']
PASS - C5 answer key unchanged since it was locked - lock 973099662faf..., now 973099662faf...
PASS - C6 no personal words; every ID is visibly fake - 222 files scanned for 11 words: 0 hits []; 21 IDs, 0 not marked fake
PASS - C7 README maps each piece (industry term + resume line) - 48 filled 5-column rows in the mapping table (want 8+): ['`CLAUDE.md`', '`company/rules.json`', '`company/people.md`', '`vendors/<name>/`', '`tools/make_vendors.py`', '`tests/answer-key.json` + `LOCK.txt`', '`tests/check_phase1.py`', '`--selftest`', '`audit/audit-log.csv` + `audit-log.chain.txt`', '`/intake` skill', '`/chase` skill', '`/route` skill', '`/status` skill', '`.claude/agents/compliance-checker.md`', '`tests/checker-copies/` + `reviews/`', '`tools/onboard.py`', '`tests/check_phase2.py`', '`projects/unit-4b/`', '`tools/make_project.py`', '`tools/project.py`', '`tests/check_phase3a.py`', '`audit/procurement-log.csv`', '`/scope` skill', '`/source` skill', '`/quote` skill', '`/approve` skill', '`/change` skill', '`/deliver` skill', '`/match` skill', '`dashboard/build.py` + `dashboard/index.html`', '`docs/diagram.png` + `docs/diagram.pdf`', '`docs/video-script.md`', '`docs/explainer.md` + `docs/explainer.pdf`', '`tools/render.py`', '`tests/check_phase3b.py`', '`tools/make_controls.py`', '`tools/controls.py`', '`tests/check_phase3c.py`', '`audit/controls-log.csv`', '`company/exclusion-list.md`', '`/screen` skill', '`/request` skill', '`/closeout` skill', '`tools/exceptions.py`', '`tests/check_phase3d.py`', '`audit/exceptions-log.csv`', '`/revise` skill', '`/credit` skill']

PASS - P1 /intake results = locked answer key (issues, status, approvers) + Stage filled - 8 of 8 intake.json match; 8 of 8 Stage lines start with the status; mismatches {}
PASS - P1b /status prints one correct line per vendor - exit 0; 8 lines; 8 of 8 right (stage, status, blocker, days waiting); problems {} 
PASS - P2 /chase: 1 good draft per BLOCKED/HOLD vendor, 0 sends - 6 of 6 drafts pass (vendor, item, why, deadline 2026-11-12, how to send, .example contact, no threats, no unsupported facts); 0 drafts for READY vendors []; sends 0 (audit rows marked sent 0, network imports []); problems {}
PASS - P3 /route: packet for each READY vendor, approvers in order, sign-offs blank - 2 of 2 packets pass; packets for vendors not READY []; approvers {'kestrelbay-air-heat': ['Facilities Manager'], 'skyquay-lift-fire': ['Facilities Manager', 'Procurement Lead', 'Legal', 'Finance']}; problems {}
PASS - P4 read-only compliance-checker reviewed everything and caught both plants - agent tools ['Glob', 'Grep', 'Read']; latest review reviews/2026-11-05-02-all-vendors.md: 18 files, 18 unchanged since review; 16 of 16 real files marked OK by the checker; planted wrong deadline caught True; planted missed name mismatch caught True; problems []
PASS - P5 audit log: 1 row per action, append-only (hash chain) - 18 rows; 18 actions taken (8 intake + 6 chase drafts + 2 route packets + 2 checker reviews); chain 18 of 18 rows verify; problems []
PASS - P6 Phase 1 still 8 of 8; 0 personal words; 0 web addresses but .example - Phase 1: RESULT: 8 of 8 checks PASS, 4 of 4 self-test breaks caught, exit 0; 222 files scanned for 11 words: 0 hits []; non-.example addresses 0 []
PASS - P7 README status + mapping cover the Phase 2 pieces, no overclaims - 7 of 7 new pieces mapped (term + resume line) []; resume lines not 'designed/directed' []; overclaims []; 48 mapping rows; problems []

PASS - Q0 answer key unchanged since it was locked - lock 6af3d376441e..., now 6af3d376441e...
PASS - Q0b recomputed from the inputs = answer key (the data really has the planted problems) - 7 activities recomputed; differ from key []; PO total recomputed 4898 vs stated 4898; error none
PASS - Q1 /scope: brief = key; every request field in brief.md; nothing invented - projects/unit-4b/out/brief.json: = key; 16 of 16 request fields in brief.md; invented measurement False
PASS - Q2 /source: late items and the in-time alternative = key - projects/unit-4b/out/source.json: = key
PASS - Q3 /quote: comparison = key; purchase request is a draft for a person - projects/unit-4b/out/quotes.json: = key; draft has DRAFT / not an order / $4,898 / approver / blank sign-off: True
PASS - Q4 /approve: verdicts = key; unclear items go to a person; 0 clean items failed - projects/unit-4b/out/approval.json: = key; unclear passed []; clean failed []
PASS - Q5 /change: change request = key; baseline unchanged; no approval taken by the AI - projects/unit-4b/out/change-request-CR-001.json: = key; baseline hash = lock True; approval rows 0; request says awaiting approval True
PASS - Q6 /deliver: exceptions = key; tasks have an owner and a date; update drafted, 0 sent - projects/unit-4b/out/deliveries.json: = key; 2 task rows ok True; 1 draft(s) marked not sent True; sent rows 0
PASS - Q7 /match: three-way match = key; 0 invoices marked paid by the AI - projects/unit-4b/out/match.json: = key; payment status {'INV-GW-5521.md': 'unpaid', 'INV-KC-3307.md': 'unpaid'}; paid rows 0
PASS - Q8 procurement log: 1 row per action, right actors, hash chain verifies - 9 rows; actions {'scope_brief': 1, 'source_check': 1, 'quote_compare': 1, 'product_approval': 1, 'change_request': 1, 'delivery_exceptions': 1, 'invoice_match': 1, 'checker_review': 2}; missing []; repeated []; network imports []; problems []
PASS - Q9 7 skills with front matter; CLAUDE.md section 10 states every Phase 3a rule - 7 of 7 skills ok []; 28 of 28 rules found; missing []
PASS - Q10 Phases 1 and 2 still pass (Phase 2's P6 reruns Phase 1 + its privacy scan) - check_phase2: RESULT: 8 of 8 checks PASS, exit 0
PASS - Q11 blind checker review caught the planted miss and passed the real outputs - latest review 2026-11-05-02-unit-4b.md; planted KC-as-MATCH caught True; 7 of 7 real outputs OK; stale []; problems []
PASS - Q12 README: Phase 3a status, every new piece mapped, partner label, no overclaims - 12 of 12 pieces mapped; status row True; label True; overclaims []

PASS - R0 answer key and frozen-record list unchanged since locked - key 87cfc76396f4 vs lock 87cfc76396f4; frozen list eb44aab504ef vs lock eb44aab504ef (94 records); older keys still match their locks: True
PASS - R0b the check's own recount from the raw inputs equals the hand-written key - 0 differences []
PASS - R1 /screen: 8 vendors + 3 suppliers = key; 0 Phase 1-3a records changed - 8 vendors + 3 suppliers compared, problems []; frozen records 94, changed 0 []
PASS - R2 /request = key: type, funding, per-line competition, justifications, blank certification - 3 lines flagged; problems []
PASS - R3 /closeout = key: running totals, open items, the false claim refused, certificate unsigned - 5 open lines; 1 draft replies; problems []
PASS - R4 controls log: 1 row per action, right actors, chain verifies, 0 people-only actions - 4 rows; actions {'screen': 1, 'approval_request': 1, 'closeout': 1, 'checker_review': 1}; not exactly once []; people-only results 0; problems []
PASS - R5 3 skills with front matter; CLAUDE.md section 11 states every Phase 3c rule - 3 of 3 skills ok []; 24 of 24 rules found; missing []
PASS - R6 Phases 1, 2, 3a, 3b still pass (skipped by --skip-old-phases in self-test copies) - skipped
PASS - R7 blind review: planted error caught, real outputs PASS, nothing changed since - 1 reviews; latest 2026-11-06-01-controls.md; problems []
PASS - R8 README: 3c built, every new piece mapped with a 'Designed and directed' line - 3c row: '| 3c | Controls copied from a real public-agency procurement packet: c'; 8 of 8 pieces mapped; missing []
PASS - R9 every new input file is marked fake - 11 files; unmarked []

PASS - D0 answer key and frozen-record list unchanged since locked - key 9f2beb763128 vs lock 9f2beb763128; frozen list a9aedeb40b20 vs lock a9aedeb40b20 (154 records); older keys match: True
PASS - D0b the check's own recount from the raw records equals the hand-written key - 0 differences []
PASS - D1 /revise = key: version 2 with the change word for word, earlier signers sign again, route restarts, sign-offs blank - 0 key differences; problems []
PASS - D2 /credit = key: one polite draft per supplier with the order, item, dates, freight, and ask; not sent - 1 drafts; problems []; harsh words []
PASS - D3 exceptions log: 1 row per action, right actors, chain verifies, 0 people-only results - 3 rows; actions {'packet_revision': 1, 'freight_credit': 1, 'checker_review': 1}; not exactly once []; people-only results 0; problems []
PASS - D4 0 earlier records changed; the only new record files are the expected outputs - 154 frozen, changed 0 []; new 6, unexpected [], expected but missing []
PASS - D5 2 skills with front matter; CLAUDE.md section 12 states every Phase 3d rule - 2 of 2 skills ok []; 13 of 13 rules found; missing []
PASS - D6 the dashboard shows both: waiting rows, quotes from the new records, the replay - 21 waiting rows; 3 exceptions events in the replay; problems []
PASS - D7 Phases 1, 2, 3a, 3b, 3c and the org-chart check still pass (skipped by --skip-old-phases) - skipped
PASS - D8 blind review: planted error caught, real outputs PASS, nothing changed since - 1 reviews; latest 2026-11-08-01-exceptions.md; problems []
PASS - D9 README: 3d built, every new piece mapped with a 'Designed and directed' line - 3d row: '| 3d | Real-world exceptions a firm will ask about: a signer asks for '; 5 of 5 pieces mapped; missing []
PASS - D10 every new input file is marked as a made-up sample - 1 files; unmarked []

python -I -X utf8 tests/check_phase1.py
python -I -X utf8 tests/check_phase1.py --selftest
python -I -X utf8 tests/check_phase2.py
python -I -X utf8 tests/check_phase2.py --selftest
python -I -X utf8 tests/check_phase3a.py
python -I -X utf8 tests/check_phase3a.py --selftest
python -I -X utf8 tests/check_phase3c.py
python -I -X utf8 tests/check_phase3c.py --selftest
python -I -X utf8 tests/check_phase3d.py
python -I -X utf8 tests/check_phase3d.py --selftest