# Query Integration Story Map

**Release:** Portal v3.4.0  
**As-of date:** 2026-08-19  
**Protected baseline:** Portal v3.3.0 and its five reader journeys

## Editorial decision

The new queries belong behind the questions residents and reviewers already have. They do not become a sixth storyline and they do not replace the current user-focused openings.

The new support layer answers one practical question:

> Which supplied query families were already represented in the report, which were missing, and how can each one deepen an existing journey without changing the meaning of its headline numbers?

## Coverage decision

| Query family | v3.3.0 state | v3.4.0 treatment | Public-use boundary |
|---|---|---|---|
| Cherry Sheet final estimates, FY2000–FY2027 | Already integrated in the resident, connected-data, source, annual-workflow, and FinCom journeys | Retained; linked to the newer DOR stage-history bridge and query map | Final budget estimates are not actual cash receipts or deductions; Town and HWRSD remain separate |
| DOR consolidated year series, migration 0301 | Missing as a named query layer | Added to the query map, connected-data journey, source layer, annual workflow, and FinCom review | Historical source-qualified evidence; 688 source-distinct metrics are not silently conformed; missing is not zero |
| FY2025 tax normalization, migration 0200 | Current tax concepts existed, but the normalized query package was not named or traced | Added to the query map and linked from current-budget and FinCom journeys | The normalized package covers FY2021–FY2025 source facts; it does not replace the report's later FY2026 levy controls |
| Disclosure affordability and debt access, migration 0201 | Older debt material existed, but the canonical-first disclosure hierarchy and new evidence population were missing | Added to choices-ahead, connected-data, sources, and FinCom journeys | The 6,701 evidence rows support discovery and review, not automatic headline facts; original principal is not current debt |
| Town accounting classification guide | Underlying classified extracts and catalog objects existed, but the query guide was not surfaced | Added to current-budget, connected-data, annual-workflow, and query-map support | CSKE classifications are analytical and not Town accounting labels; appropriation and expenditure remain distinct |
| Full backup and 2026-08-18 23:48:57 schema catalog | Portal exposed an older August 16 catalog | Latest catalog added beside the prior checkpoint; links now point to the August 18 snapshot | Exact structural counts describe that checkpoint; they do not establish decision readiness or current facts |

## Journey map

### Journey 1 — Current budget

- **Reader question:** How does the current budget fit together?
- **Protected opening:** Begin with the complete FY2027 General Fund.
- **Query contribution:** The accounting lens can explain where a cost is recorded versus what purpose it supports; tax 0200 adds a controlled historical tax-base drill-down; DOR 0301 adds longer historical context.
- **Endpoint:** The current budget story remains intact. The reader receives one optional route into how classifications and tax-history evidence are controlled.

### Journey 2 — Choices ahead

- **Reader question:** What difficult choices may be coming?
- **Protected opening:** Begin with the current baseline and the choices competing for the same resources.
- **Query contribution:** Debt and disclosure queries identify issue, security, dated position, annual debt service, purpose, tax treatment, and lifecycle relationships without double counting.
- **Endpoint:** Options remain unranked until comparable lifecycle, operating, household, and service evidence exists.

### Journey 3 — Connected data

- **Reader question:** What can Wilbraham understand when records normally kept apart are connected?
- **Protected opening:** Begin with a Town question, not a schema count.
- **Query contribution:** Add the 0301 DOR observation, Cherry-stage, and source-quality views; the 0200 tax facts; the 0201 disclosure evidence; accounting lenses; and the latest catalog checkpoint.
- **Endpoint:** The reader can see what new questions are possible and what Town context or governed mapping would improve the answer.

### Journey 4 — Annual workflow

- **Reader question:** Where do these sources enter the annual process?
- **Protected opening:** Start with available room and existing commitments.
- **Query contribution:** Place tax and Cherry estimates in revenue framing; accounting classifications in request comparison; debt schedules and disclosures in future-obligation review; DOR history in assumption testing; source-quality checks before publication.
- **Endpoint:** Queries support stages of the process; they do not change who recommends, authorizes, implements, or monitors.

### Journey 5 — FinCom decision review

- **Reader question:** What must be understood before one material recommendation?
- **Protected opening:** Use the eight review gates.
- **Query contribution:** Provide a canonical-first evidence path at the gates for measure control, money reconciliation, affordability, alternatives, and accountability.
- **Endpoint:** The result may still be supported, supported with conditions, not supported, or not determinable from current evidence.

## Controlling numbers and relationships

| Display label | Value | Entity / period | Relationship | Status / limit |
|---|---:|---|---|---|
| FY2027 General Fund | $57,018,471 | Town of Wilbraham / FY2027 | Whole starting point for Journey 1 | Final-voted authority, not actual spending or cash |
| FY2026 actual levy | $48,746,259 | Town of Wilbraham / FY2026 | Different-year funding measure | Retained current levy control; not replaced by 0200's FY2021–FY2025 history |
| FY2026 unused levy capacity | $1,322,755 | Town of Wilbraham / FY2026 | Maximum levy less actual levy | Legal room, not cash, savings, or required spending |
| DOR observations | 17,722 | Mixed governed sources / FY1970–FY2027 where stated | Historical evidence layer | 3,336 controlled missing states; many unresolved entity/year assignments |
| DOR Cherry-stage states | 8,603 | Town/HWRSD and other governed source rows | Stage history linked to canonical final rows | Final bridge prevents double counting with migration 0300 |
| Disclosure affordability evidence | 6,701 source-linked rows; 53,597 original source records | Nine Wilbraham/HWRSD disclosures | Discovery evidence supporting typed/canonical facts | Candidate evidence is not automatically a fact |
| Catalog checkpoint | 412 base tables, 132 views, 103 migrations | Database structure / captured 2026-08-18 23:48:57 | Technical support layer | Structure count does not equal story importance or decision readiness |

## Do not regress

- Do not replace any five-journey opening with a database inventory.
- Do not put the DOR or disclosure population counts on the homepage snapshot.
- Do not turn a missing value into zero, a source candidate into a headline fact, or an estimate into an actual.
- Do not add issue principal to security principal, a BAN to its takeout bond, or a final DOR Cherry row to the canonical 0300 final fact.
- Do not present CSKE analytical classifications as Town accounting classifications.
- Do not rank incomplete choices because more source material is now discoverable.