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On such tasks the final cost cannot say why an agent failed: it may have misread the world, or read it correctly and still failed to act (the knowing-doing gap). Existing evaluations cannot separate these two failures; their reference policies either read privileged information the agent never sees, or are missing altogether. We introduce STOCKTAKE, a 26-week supply-chain replenishment benchmark built as a factored partially observable Markov decision process with six hidden factor processes, designed so that a fair reference policy is computable: an exact Bayes filter per factor drives a rollout policy on the identical observation stream the agent receives. Scoring each run between a symptom-blind base-stock floor (0) and this oracle (1) yields a skill score, and grading each week's written rationale yields ","title":"STOCKTAKE: Measuring the Gap Between Perception and Action in LLM Agents with a Fair Oracle","url":"https://arxiv.org/abs/2607.13618","vendor":"arxiv_cs_ai"},"summary":"arXiv:2607.13618v1 Announce Type: new \nAbstract: LLM agents are increasingly evaluated on multi-week decision tasks in which the state that drives cost is never directly observed. On such tasks the final cost cannot say why an agent failed: it may have misread the world, or read it correctly and still failed to act (the knowing-doing gap). Existing evaluations cannot separate these two failures; their reference policies either read privileged information the agent never sees, or are missing altogether. 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