Files
uscogdata/specs
jared 57212e3399 docs: restore recipe= to cog_balances(); the pipeline was right
Corrects this spec. The earlier draft deferred recipe= and proposed adding
summary_categories rows for X40/X41. Both were wrong, and the pipeline state
they were meant to fix is correct and documented.

cog_pipeline/docs/phase_r_harmonization_review.md records the decisions:

- Sec 0.2: the wide era exposes these split families ONLY as aggregates, so
  the recipe join deliberately does NOT filter is_aggregate. Safe by
  construction -- wide rows are aggregate-only, modern rows leaf-only, every
  component year-scoped.
- Sec 1: the planned X40->Z77 harmonization MAP rows were dropped on purpose;
  continuity ships as recipes instead. That is why harmonization_map carries
  no balance-code rows.

The reader already implements this (R/recipes.R, R/spending.R). Verified
against the live corpus rather than trusting the comment: corrections_combined
FY2007, whose wide leg E05 is likewise aggregate-only, returns $906,743,000.

Also withdraws the claim that SB155/156 and SB195/196 contradict each other.
X40 rows after FY2002 are the wide-era SAS column persisting through the era
boundary; they say nothing about a classification-level rename. The two sets
describe different layers.

What survives is one narrow, non-blocking gap: no series_breaks row exists at
2016/2017 for Z77/Z78/X30, though review doc Sec 2 recommended exactly that.
Recorded as out-of-scope item 1 with the SB197-SB202 precedent.
2026-08-03 09:28:52 -04:00
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