# Report reconciliation and coverage — v4.12.0

## v4.12 platform-expansion reconciliation

The expansion adds six conceptual/guided pages plus the renamed financial doorway. It does not change any accepted financial query, numeric transformation, controlled snapshot value, preserved report calculation, ATM result, CNA result, or missingness rule. Numeric claims on the new pages are either direct links to existing accepted/preserved reporting or explicitly bounded CNA contract facts already reconciled in v4.11.

Coverage is controlled in three layers:

1. the complete original display-level matrix continues to govern all preserved questions and numeric occurrences;
2. the platform expansion crosswalk governs each new public capability, reviewed foundation, authority boundary, implementation page, and unresolved gap;
3. the conversation-to-report UAT governs every user idea and agreed design conclusion since the Balanced Scorecard discussion.

Release acceptance requires: 30 detailed routes; 39 preserved links; 38 unique preserved targets; six new guided/inventory pages; the financial and resident routes; no missing local references; no open conversation-UAT row; no public use of “Hide”; the analytical-working-draft disclaimer and quiet legal material on every public template; and a fresh read-only reporting refresh matching the accepted v4.11 controls.

## v4.11 CNA adoption reconciliation

| Control | Accepted/fresh result | Status | Boundary |
|---|---:|---|---|
| Eligible numeric source-verified rows | 297 | PASS | Narrow contract only |
| Property codes | 17 | PASS | Codes are not displayed as resident property names |
| Represented recommendations | 118 | PASS | Not the full current capital portfolio |
| Projection period | 2023–2031 | PASS | 2021 study schedule, not current timing |
| Uninflated projected sum | $3,595,313.00 | PASS | Historical estimate only |
| Study-inflated projected sum | $4,125,992.55 | PASS | Historical estimate only |
| Source-blank schedule rows | 151 | PASS missingness control | SQL NULL, nonaggregatable, never zero |
| Controlled schedule population | 448 = 297 + 151 | PASS | No monetary total for blank rows |
| Year aggregates | 9 rows reconciling to 297 | PASS | Historical projection timing |
| Property-code aggregates | 17 rows reconciling to 297 | PASS | Display suppressed pending accepted name/BUC bridge |
| Reconciliation results | 9 exact; 59 accepted rounding variances | PASS / qualified | $76.52 absolute; $6.45 maximum; zero tolerance breaches |
| Broader recommendation quarantine | 438 | PASS containment | No query around the safe boundary |
| Study-wide state | incomplete; not publishable | PASS containment | Narrow adoption does not publish the broader CNA |

## v4.11 report and preservation coverage

- Historical preserved artifacts: 29 distinct artifacts represented by 38 unique HTML targets; none removed.
- Current routes: 30. The new `capital-needs-2021` route supplements the preserved Middle School/BUC predecessor.
- Preserved-original links: 39 links resolving to 38 unique targets; the shared predecessor remains available from both relevant current routes.
- CNA adoption locations: Whole Picture choices, capital story, choices-ahead, Middle School/BUC, affordability, debt, source register, source interpretation, query coverage, and question map.
- Historical traceability: 36,660 occurrence rows carried forward unchanged.
- New CNA traceability: 21 adopted items in `records/CNA-REPORT-ADOPTION-CROSSWALK.csv`.
- Annual Town Report 0455 remains discovery-only and contributes no normalized report value.

## v4.10 feedback and route reconciliation

- **Original current routes:** 29. **v4.10 current routes:** 29. **Difference:** zero.
- **Preserved HTML paths:** 38. **Unique preserved targets present:** 38. **Difference:** zero.
- **Reader hierarchy:** Level 1 Whole Picture; Level 2 resident story and report collection; Level 3 detailed reports. Every Level 3 route resolves a parent category anchor and two return paths.
- **Choices-ahead direct list:** 7 of 7 intended decision areas represented. The list is a working portfolio, not a priority ranking or source-data assertion.
- **Reported average single-family bill:** FY2021 DLS value $6,880; FY2026 DLS value $8,186; displayed difference $1,306; arithmetic reconciles exactly.
- **Common-scale resident comparison:** Town spending plan and property-tax levy both use FY2021–FY2025 and a $0–$60 million baseline. The preserved spending-plan change remains $8,272,853; the DLS levy change for the matching period remains $6,510,922.53. They are not subtracted to infer a revenue total.
- **Source-data status:** no new database defect or correction was created by this release. Presentation defects were corrected in the report and recorded in `records/FEEDBACK-TO-CHANGE-CROSSWALK.csv`.

## v4.9.0 Annual Town Meeting reconciliation

| Control | Fresh result | Status | Boundary |
|---|---:|---|---|
| ATM controlled source documents | 6 total; 5 in-scope; 1 wrong-year excluded | PASS | Excluded document retained in provenance, prohibited from 2026 facts |
| Controlled source detail | 104 pages; 4,558 lines; 4,525 numeric tokens | PASS | Includes excluded document; in-scope counts remain separately visible |
| Articles | 43 | PASS | Certified reported outcomes as of May 11 |
| Outcomes | 42 passed; 1 failed | PASS | No numerical margin inferred |
| Articles without numerical tallies | 43 | PASS missingness control | Missing is not zero |
| Budget document versions | 3 | PASS | April proposed, meeting presented, final-voted lineage |
| Aligned displayed budget cells | 588 | PASS | 98 rows by six displayed period/stage columns |
| April-to-final changed cells | 0 | PASS | Does not erase different internal stage columns |
| Department submission | $57,163,106 | PASS | Internal FY2027 General Fund stage |
| Town Administrator/Select Board proposed | $57,089,233 | PASS | Internal FY2027 General Fund stage |
| Finance Committee recommended/final authority | $57,018,471 | PASS | Voted authority, not actual spending |
| May 6 anticipated Article 19 motion | $57,041,471 | PASS / qualified | Temporary $23,000 line unidentified |
| Revolving funds | 5 | PASS | Limits are not receipts, cash, balances, or actuals |
| ATM control follow-ups | 11 total; 7 open; 4 open high-priority | PASS | Open issues remain in defect/assessment records |

## v4.9.0 report and preservation coverage

- Current report routes: 29; render failures: 0.
- Preserved-original links: 38; unique targets: 38; missing targets: 0.
- Current ATM article-outcome rows: 43; static fallback used: no.
- Current ATM adoption locations: Whole Picture doorway, Town Meeting route, budget process, current budget, multi-fund, source register, evidence guide, and query-coverage boundary.
- Occurrence-level preserved traceability remains 36,660 rows; ATM adoption is supplemented by `records/ATM-REPORT-ADOPTION-CROSSWALK.csv` rather than rewriting the historical occurrence record.
- Annual Town Report 0455 remains source/page discovery only and contributes no normalized report value.
- Refresh captured through the top-level current runner: August 24, 2026 at 12:06:05 PM EDT; PostgreSQL transaction read-only and final `ROLLBACK`.

## v4.8.2 language and preservation reconciliation

- Resident, affordability, current-budget, debt, choices, state-aid, and multi-fund first-reading layers now use the same household financial model.
- The approved resident-guide conclusion and four rewritten questions are present in the current `resident-guide` route.
- The central credit-card explanation is present in the resident story plus both affordability routes.
- Current rewritten routes remain 29; preserved-original links remain 38; missing preserved targets remain 0.
- The household-language revision changes no source number, governing query, preserved file, route mapping, or unresolved evidence disposition.
- Fresh read-only refresh captured `2026-08-23T23:26:44.223969-04:00`; mandatory material controls passed and the transaction ended with `ROLLBACK`.

## v4.8 lower-level report coverage

- Preserved HTML population: 38 files.
- Distinct byte-level preserved artifacts: 29.
- Byte-identical duplicate entry copies: 9.
- Current rewritten report routes: 29.
- Preserved-original links across current routes: 38.
- Preserved files absent from the current link set: 0.
- Current links without a preserved file target: 0.
- Route-render failures in browser validation: 0.
- Desktop horizontal-overflow failures across the 29 routes: 0.
- Untouched preserved artifact changes: 0; the evidence portal remains inherited and unchanged.
- Page-level disposition is recorded in `records/LOWER-LEVEL-REPORT-CROSSWALK.csv`; occurrence-level question and data traceability remains in `records/COMPLETE-REPORT-TRACEABILITY-MATRIX.csv`.

## v4.7 resident-story coverage

- Seven resident questions preserve the prior page's Town-plan, levy, representative-home, HWRSD, controllability, revenue, and affordability evidence paths.
- The FY2021–FY2025 broad spending comparison is now visible in the resident journey rather than surviving only behind a preserved link. Its non-additive shares, combined analytical categories, classification uncertainty, offsetting decline, and unresolved reconciliation remain explicit.
- The new “why didn’t we notice?” layer uses the governed FY2021–FY2026 tax-rate, levy, and average-home endpoints. It distinguishes observation from interpretation and does not claim that appraisal growth itself creates levy authority or predict a valuation decline.
- Proposition 2½ mechanics, assessed-value distribution, debt, commercial contribution, future choices, household illustrations, missing evidence, and source traceability remain reachable through the connected Whole Picture drilldowns.
- The unchanged preserved resident story remains linked at the bottom. No prior question, evidence route, limitation, source relationship, or unresolved data need was deleted.

## Resident-story reconciliation

- Live FY2021–FY2026 levy and average-home endpoints reproduce the accepted DLS series used by Whole Picture.
- HWRSD cost-driver totals reconcile from $50,281,358 in FY2022 to $57,289,029 in FY2026, a $7,007,671 increase. Displayed driver changes are calculated from those same accepted endpoints.
- The Town plan bridge reconciles $48,322,189 + $8,272,853 = $56,595,042 and $3,940,529 / $8,272,853 = 47.6%; it remains explicitly marked preserved rather than freshly database-reproduced.
- The rewritten page links to the unchanged preserved resident story at the bottom. Proposition 2½ mechanics and debt remain linked in the budget-cycle flow.
- Town-wide Run/Change totals, enterprise overcharge/transfer conclusions, and Town-land sale proceeds are not calculated because accepted governing contracts are missing.

## Commercial-flow reconciliation

FY2021–FY2026 DLS class levy changes reconcile to the $7,920,068.52 total levy increase: residential +$7,487,231.41; personal property +$385,020.67; commercial +$88,256.15; industrial −$40,439.71; open space $0. The six room-occupancy annual rows are source-total rows. Meals potential remains quarterly and is not annualized. License, public-cost, incentive, abatement, and Town-support coverage remains explicitly incomplete.

## Budget-cycle story additions

The new story reconciles six DLS annual tax rows, six municipality average-home rows, and 6,069 FY2022/FY2026 MassGIS matched property-location records. Both five starting-value bands and seven provisional use categories independently sum to 6,069. Endpoint calculations reproduce the $7,920,068.52 levy increase, $1,306 average single-family bill increase, and 56.6% average single-family value increase. Location coverage is explicitly incomplete and is not represented by zero.

**Refresh captured:** August 23, 2026 at 9:27:30 PM EDT  
**Database:** `cske_dev`; schema `cske`; PostgreSQL 18.4  
**Transaction:** read-only; final `ROLLBACK`  
**Overall result:** PASS with documented unresolved coverage

## Headline reconciliation

| Control | Live result | Expected/report result | Status | Boundary |
|---|---:|---:|---|---|
| ATM budget versions | 3 | 3 | PASS | Controlled 2026 ATM versions |
| ATM normalized displayed facts | 1,764 | 1,764 | PASS | 1,722 are reported values; other states remain nonzero/missing controls |
| FY2027 final-voted General Fund | $57,018,471 | $57,018,471 | PASS | Finance Committee Recommended column incorporated in final vote |
| FY2027 HWRSD assessment | $31,662,062 | $31,662,062 | PASS | Town budget/ATM scope |
| FY2027 HWRSD debt | $1,432,613 | $1,432,613 | PASS | Town budget/ATM scope |
| HWRSD combined | $33,094,675 | $33,094,675 | PASS | Not a household allocation |
| HWRSD share | 58.042025% | 58.042% displayed | PASS | Denominator is FY2027 General Fund |
| Other General Fund authority | $23,923,796 | $23,923,796 | PASS | Already allocated authority, not available capacity |
| FY2026 actual levy | $48,746,259.34 | $48,746,259 displayed | PASS—rounding | Town-wide levy, not budget or household bill |
| FY2026 excess levy capacity | $1,322,754.66 | $1,322,755 displayed | PASS—rounding | Legal room, not cash or affordability |
| Candidate taxable real-property base | $2,709,335,687 | $2,709,335,687 | PASS | Bounded candidate base, not certified bill |
| Taxable candidate rows | 5,903 | 5,903 | PASS | 9 separate unresolved rows remain missing, not zero |
| Exempt/other candidate rows | 295 | 295 | PASS | Not part of taxable candidate denominator |
| Town scheduled debt service | $14,797,467 | $14,797,467 | PASS | Final March 11, 2025 source; FY2025–FY2040 |
| HWRSD scheduled debt service | $30,115,833 | $30,115,833 | PASS | Full District; FY2026–FY2041; source-printed total differs by $2 |

## Coverage checks

| Area | Live coverage result | Status |
|---|---|---|
| Schema freshness | 650 base tables, 272 views; migrations through August 22 | PASS—newer than preserved catalog |
| Preserved public questions | 843 occurrences across 38 pages | PRESERVED |
| Preserved non-identifier numeric displays | 35,817 occurrences across 38 pages | PRESERVED; identifier patterns redacted from matrix context |
| Complete traceability rows | 36,660 | PASS for occurrence capture |
| Individually governed live mappings | Material headline set mapped; 34,791 rows still require exact item mapping | PARTIAL / explicit |
| Original files | 479 preserved with zero hash differences in the inherited evidence archive | PASS |
| Budget line to Town account | 294 of 294 unresolved | FAIL for budget-to-actual analysis |
| Town reporting periods to calendar | 148 of 148 unlinked | REVIEW REQUIRED |
| HWRSD reporting periods to calendar | 52 of 52 unlinked | REVIEW REQUIRED |
| Source-artifact family assignment | 779 of 1,245 unassigned | REVIEW REQUIRED |
| Grant entity conformance | 68 of 68 awards and 117 of 117 instruments unresolved | REVIEW REQUIRED |
| HWRSD open/source-repair controls | 20 not resolved | OPEN / controlled |
| BUC readiness gaps | 24 open | OPEN / choices not ranked |
| Middle School “not established” observations | 13 | OPEN / capacity percentage suppressed |
| Parcel unresolved records | 9, all missing values | OPEN / never converted to zero |

## Question coverage

The seven primary questions have live support for the current budget, selected tax/parcel measures, selected debt schedules, schema freshness, and aggregate open-evidence counts. Historical drivers, account-level actuals, school capacity, complete scenario consequences, and dependable remaining capacity remain partial or unresolved. The full matrix records the implementation and refresh status of every original public question and numeric display.

## PASS boundary

PASS applies to the read-only extraction, named headline reconciliations, occurrence-level preservation, local snapshot generation, and explicit failure/fallback behavior. It does not certify every historical display as current, close the unresolved mappings, establish affordability, rank alternatives, or authorize publication.