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Parity ledger: G v2, S1, the three approved designs, U2's ratification and the known gaps - #569

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@MaxGhenis MaxGhenis commented Oct 24, 2026 •

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This brings docs/parity-ledger.md up to date with what has merged since its last check at ad42ecc0 (18 October): the work rulings d1802 and d1803 started, the three approved lane designs, and U2's ratification. It changes no code, gate or run.

Verified at 2195258c (first commit)

  • Forward earnings: S1 is B2's successor under d1803. It is specified and tested on invented data (#555), with P2 in reserve (#561, draft). Neither has registered.
  • Family maximum: G v2 merged (#530). The row now lists the five configurations it computes, the two it refuses by name and its 29 worked examples. G part 2 (#563) is in review.
  • Retirement earnings test: R3 now computes a reentitled spouse's pre-FRA months (#564). R2 part (b) is in Track B G part 2 and R2 part (b): deductions before reduction; SSA's operational saving clause #563.
  • Insured status: #562, a draft in review.
  • Critical path: steps 1, 2, 3 and 5 updated to match.
  • Rulings: adds d1724, d1802 and d1803; d1338 now points to G part 2.
  • Progress scorecard (docs/progress/scorecard.json, which the live progress page fetches from master): the forward-projection row now says S1 is built and tested on invented data, not registered.

Verified at f8ffc7d9 (commit 4200e1af)

Review r1's corrections (commit b64705e2)

The independent review r1 (GPT-6.1 Sol) re-verified every row at f8ffc7d9 and asked for eight changes. Each was checked against the code before it was applied:

  • Benefit rules run in Axiom: Axiom's AIME agreement for 7,486 people is against the statutory-count reference; Track A's fixed 35 years gives a different AIME for 251 of them, all born before 1929 (scripts/track_c_aime_agreement.py).
  • Results by group: MINT's beneficiary-type classification is built (group_breakdowns/common.py). Only rows that need projected household income or poverty status are not computed.
  • Scorecard, DYNASIM output comparisons: exercises 1–4 are quantitative comparisons with DYNASIM3, not "not yet".
  • Projections beyond 2030 and the known gaps: gate 3's cells, tolerance formula and pass rule are drafted in docs/plans/microcosm-start-registration-draft.md. Posting waits on d947.
  • Scorecard, gate m6: it gates 2015–2019 flows and the 2016 and 2018 earnings, with 2020–2022 as a diagnostic. The holdout also informed the gated surface and the forward earnings law's structure.
  • Disability insurance entitlement: conversion at full retirement age has no draw.
  • Behavioral responses: exercise 3's claiming alternatives cap at age 70, and one moves only claims at 65 or later.
  • Scorecard, gate w1: its 44 gated cells are 43 cross-sectional joints plus one compression swap. SSA margins are report-only.

docs/progress.md is regenerated.

Delta review r2

The delta review r2 (GPT-6.1 Sol) returned APPROVE at b64705e2. It found all eight corrections resolved and accurate against f8ffc7d9, and requested no replacement text. It also checked that the commit changes only the three documents, that the committed generator reproduces docs/progress.md byte for byte, that every ledger reference resolves, and that neither the body nor the diff discusses data-use terms. The PR merges on its gates.

Later merges (#560, #568, #576 and #578, and #567 once it lands) go in the next ledger update; this one stays verified at the commits above.

axiom: n/a: microcosm-dynamics documentation, not a PolicyEngine country model

🤖 Generated with Claude Code

… review

Records what merged since ad42ecc in the payment rules and forward
earnings: G v2 (#530) and its five newly computed configurations, R3's
pre-FRA reentitlement months (#564), and S1 on invented data (#555),
with P2, G part 2, insured status, B0.2 and the held-out registry as
drafts in review. Adds rulings d1724, d1802 and d1803.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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…istered

The forward-projection row said a successor law "is being designed".
Under d1803 S1 is specified and tested on invented data (#555) and has
not registered. docs/progress.md is regenerated with
scripts/build_progress_page.py; as_of moves to 2026-10-24.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
MaxGhenis and others added 2 commits October 24, 2026 11:47
…known gaps

- Tracking and next-step cells for the twelve rows the mortality,
  groups and financing (#558), income-and-resources (#559) and
  open-population (#557) designs cover, citing their merged files.
- The poverty row records U2's completed second structural pass and
  its ratification by #556's merge; next are the evidence file, a
  fresh forecast and the #42 registration.
- Known gaps keeps only what no issue, PR or approved design plans.
- Rulings d1922, d1923 and d1925; link refs for #556, #566–#568, #570.
- Scorecard: the wealth row names the approved design; progress page
  regenerated.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@MaxGhenis MaxGhenis changed the title Parity ledger: G v2, S1, the drafts in review and the lane designs Parity ledger: G v2, S1, the three approved designs, U2's ratification and the known gaps Oct 24, 2026
Correct eight statements the r1 review found inaccurate at f8ffc7d:
- Axiom's AIME agreement is against the statutory-count reference;
  Track A's fixed 35 years differs for 251 people born before 1929.
- MINT beneficiary-type classification is built; only rows needing
  projected household income or poverty status are not computed.
- Exercises 1-4 are quantitative DYNASIM3 comparisons (scorecard).
- Gate 3's cells are drafted in the unposted Microcosm-start
  registration; drop it from the known gaps.
- Gate m6 gates 2015-2019 flows and 2016/2018 earnings, with the
  holdout informing surface and earnings-law selection.
- DI conversion at full retirement age has no draw.
- Exercise 3's claiming alternatives cap at 70, and one moves only
  claims at 65 or later.
- Gate w1's 44 gated cells are 43 joints plus one compression swap;
  SSA margins are report-only.

Regenerate docs/progress.md.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Closing and reopening only to rerun CI on current master (4e20c6e4, after #582). The head is unchanged.

@MaxGhenis MaxGhenis closed this Oct 25, 2026
@MaxGhenis MaxGhenis reopened this Oct 25, 2026
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MaxGhenis marked this pull request as ready for review October 25, 2026 06:22
@MaxGhenis
MaxGhenis merged commit a190d7d into master Oct 25, 2026
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The dynamics coordinator merged this at its reviewed head b64705e2e12457e8bcf4383ae42ef2e6f7b8e0b2 (merge commit a190d7d55dbd8a248495996f9702d72f258f1278), with --merge --match-head-commit.

Gates.

Independent review. Two GPT-6.1 Sol rounds:

  • Round 1 (20261024-115152-ledger-569-review-r1) re-verified every row at f8ffc7d9 and asked for eight changes. All eight are applied in b64705e2.
  • Round 2 (20261024-121926-ledger-569-review-r2): APPROVE at b64705e2, with every round-1 finding resolved.

Not yet covered. The ledger is verified at f8ffc7d9. A ledger delta will cover what merged after that: #560, #568, #576, #578, #582, #567 and #577.

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