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Author SHA1 Message Date
jared d7e14156ff docs: design spec for cog_balances(), the uscogdata#25 holdings surface
Requirement 1 of #25 shipped with #11/#12. This specs requirement 2 only.

Records three upstream gaps found while measuring the corpus, which change
the shipping scope:

- X40/X41 carry ~42.7K rows (1967-2011) but have no summary_categories row,
  so they cannot appear in a category_type='balance' view. Both holdings
  recipes span X40/X41 + Z77/Z78, so recipe= would silently return only the
  2012-2016 leg. recipe= is therefore deferred to v2.
- SB195/SB196 attach to fin_code X40/X41, outside the balance view.
- SB197-SB202 attach to flow codes, not the holdings codes, so the FY2016
  termination of X21/X30/X42/X44/X47/Z77/Z78 has no catalogued break.

Caveats 2-4 are therefore surfaced reader-side via a computed coverage_window
rather than through the existing series-break builders.
2026-08-03 08:44:18 -04:00