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Lance Adams - Add to Tool Allowance Trackerlance-adams-tool-allowance-spreadsheet-setup
RC
in-progresstool-allowancesrjlance-adams
Body

Lance Adams (SRJ, senior joiner) needs to be added as a new sheet to the Tool Allowance Balances spreadsheet following the same pattern as other staff sheets. First deduction: Mainland Fasteners INV-1182323 ($97.18) dated 5 June 2026. Invoice filed under PKA/business/hr/misc/tool-allowance/.\n\nStandard annual allowance for SRJ staff: $750.\n\nWaiting on Rohan to confirm approach or execute setup.",

What's happened
Latest project activity loads separately so the project opens fast.
Details
Waiting on
Rohan - confirm spreadsheet setup approach"
Next review
2026-06-09
Updated
8 Jun 2026, 12:37 pm
Actions
  1. ✉

    An external email arrived in Larry's inbox.

    1d ago·8 Jun 2026, 12:35 pm
    ▸technical detail
    email.received (from task_run trigger)
    {
      "labelIds": [
        "UNREAD",
        "CATEGORY_PERSONAL",
        "INBOX"
      ],
      "threadId": "19ea4a6544f5edc3",
      "messageId": "19ea4a6544f5edc3"
    }
  2. ✉

    Larry replied to an email: "Re: Fwd: Message from "Sellers.Room.Joinery""

    1d ago·8 Jun 2026, 12:37 pm
    ▸technical detail
    tool.call
    {
      "tool": "gmail.reply",
      "input": {
        "to": [
          "rohan@formia.co.nz"
        ],
        "body": "Got it. Extracted and filed the invoice:\n\n**Mainland Fasteners Ltd - INV-1182323**\n- Date: 5 June 2026\n- Items: 2x 3/8 Countersunk Bit & 3.0mm Drill TCT ($78.00)\n- Freight: $6.50\n- Total: $97.18 (inc GST)\n- Supplier: sales@mainlandfasteners.co.nz, 03-366-5590\n\nFiled to: `/tool-allowance/Lance_Tool_Allowance_Purchase_2026-06-08.pdf`\n\nNeed to add Lance Adams to the tool allowance tracker spreadsheet (he doesn't have a sheet yet). Want me to set that up, or will you handle it?",
        "subject": "Re: Fwd: Message from \"Sellers.Room.Joinery\"",
        "threadId": "19ea4a6544f5edc3",
        "inReplyTo": "<F851FEF9-39AD-4DD2-B57D-3C2E1BDE7697@formia.co.nz>"
      },
      "result": {
        "id": "19ea4a9a7c6a8246",
        "threadId": "19ea4a6544f5edc3"
      },
      "durationMs": 1023
    }
  3. •

    Larry saved a note to memory

    1d ago·8 Jun 2026, 12:37 pm
    ▸technical detail
    tool.call
    {
      "tool": "memory.write",
      "input": {
        "body": "Lance Adams (SRJ, ID 21ed4cfa-b706-439f-a575-f478cc540a15) needs to be added to the Tool Allowance Balances spreadsheet (PKA/business/hr/misc/tool-allowance/Tool Allowance Balances.xlsx). First purchase logged: Mainland Fasteners INV-1182323 dated 5 June 2026, NZ$97.18 (drill bits + freight). Annual allowance should be $750 (standard SRJ rate). PDF filed to tool-allowance folder.",
        "name": "lance-adams-tool-allowance-setup",
        "tags": [
          "tool-allowance",
          "srj-staff",
          "lance-adams"
        ],
        "type": "reference",
        "description": "Lance Adams tool allowance tracking setup pending"
      },
      "result": {
        "status": "inserted",
        "memoryId": "9a5bcc4b-835b-45bc-94fc-659fb416749a"
      },
      "durationMs": 1343
    }
  4. •

    Larry updated the project — status: in-progress, now waiting on Rohan - confirm spreadsheet setup approach"

    1d ago·8 Jun 2026, 12:37 pm
    ▸technical detail
    tool.call
    {
      "tool": "project.upsert",
      "input": {
        "body": "Lance Adams (SRJ, senior joiner) needs to be added as a new sheet to the Tool Allowance Balances spreadsheet following the same pattern as other staff sheets. First deduction: Mainland Fasteners INV-1182323 ($97.18) dated 5 June 2026. Invoice filed under PKA/business/hr/misc/tool-allowance/.\\n\\nStandard annual allowance for SRJ staff: $750.\\n\\nWaiting on Rohan to confirm approach or execute setup.\",",
        "slug": "lance-adams-tool-allowance-spreadsheet-setup",
        "tags": [
          "tool-allowance",
          "srj",
          "lance-adams"
        ],
        "title": "Lance Adams - Add to Tool Allowance Tracker",
        "status": "in-progress",
        "waitingOn": "Rohan - confirm spreadsheet setup approach\"",
        "nextReview": "2026-06-09"
      },
      "result": {
        "id": "891121a4-5ac7-47bf-b327-65f3b21ab994",
        "slug": "lance-adams-tool-allowance-spreadsheet-setup",
        "title": "Lance Adams - Add to Tool Allowance Tracker",
        "status": "in-progress",
        "nextReview": "2026-06-09"
      },
      "durationMs": 1142
    }
  5. →

    Larry messaged @Rohan: "Morning brief — 9 Jun Projects: - 1 due today (john-farrar-acc-incident — awaiting your decision on H&S incident closure) - 7 due this week (disciplinary investigation due tomorrow + structure review, tool allowance set…"

    1d ago·9 Jun 2026, 7:03 am
    ▸technical detail
    tool.call
    {
      "tool": "slack.sendMessage",
      "input": {
        "message": "Morning brief — 9 Jun\n\nProjects:\n- 1 due today (john-farrar-acc-incident — awaiting your decision on H&S incident closure)\n- 7 due this week (disciplinary investigation due tomorrow + structure review, tool allowance setup, coffee shout, workflow review, performance coaching)\n- All waiting on managers or Rohan for input — no independent action items\n\nNo untracked DM commitments surfaced.",
        "channelId": "@Rohan"
      },
      "result": {
        "ok": true,
        "ts": "1780945433.829519",
        "channel": "D0ASA46N8FJ"
      },
      "durationMs": 194
    }
  6. →

    Larry messaged @rohan: "Morning brief — 10 Jun 2026 Projects: • 3 overdue (acc incident, factory structure, disciplinary investigation) — waiting on Rohan/Ben for closure • 5 due this week (tool allowance setup, coffee shout, workflow review, …"

    5h ago·10 Jun 2026, 7:04 am
    ▸technical detail
    tool.call
    {
      "tool": "slack.sendMessage",
      "input": {
        "message": "Morning brief — 10 Jun 2026\n\nProjects:\n• 3 overdue (acc incident, factory structure, disciplinary investigation) — waiting on Rohan/Ben for closure\n• 5 due this week (tool allowance setup, coffee shout, workflow review, performance coaching, materials pricing)\n• 0 blocked > 30 days",
        "channelId": "@rohan"
      },
      "result": {
        "ok": true,
        "ts": "1781031845.142869",
        "channel": "D0ASA46N8FJ"
      },
      "durationMs": 163
    }
  7. →

    Larry messaged @rohan: "Morning brief — 10 June Projects: - 3 due today (ACC incident, factory structure review, disciplinary investigation, tool allowance setup) - 3 due this week (coffee shout, workflow review, performance coaching) - All 7 …"

    5h ago·10 Jun 2026, 7:04 am
    ▸technical detail
    tool.call
    {
      "tool": "slack.sendMessage",
      "input": {
        "message": "Morning brief — 10 June\n\nProjects:\n- 3 due today (ACC incident, factory structure review, disciplinary investigation, tool allowance setup)\n- 3 due this week (coffee shout, workflow review, performance coaching)\n- All 7 awaiting manager/Rohan input — no blocker escalations needed at this sweep",
        "channelId": "@rohan"
      },
      "result": {
        "ok": true,
        "ts": "1781031890.910079",
        "channel": "D0ASA46N8FJ"
      },
      "durationMs": 195
    }