OpenMacroState v0.1.0a5 — Fed accounting audit

OpenMacroState v0.1.0a5 — Fed accounting audit

This pre-alpha release moves OpenMacroState from collecting official macro evidence to checking a real accounting state.

New

• fed-h41-release now extracts seven synchronized H.4.1 state variables: total assets, total liabilities, total capital, securities held outright, primary credit, the Treasury General Account, and reserve balances.

• New experimental command:

  oms audit accounting CASE_DIR \
    --rule fed-h41-balance-sheet-v1 \
    --observed-at 2023-03-15T00:00:00Z

• The fixed rule checks:

  • total assets = total liabilities + total capital, with a non-configurable 1 USD million rounding tolerance;
  • selected asset components remain within total assets; and
  • selected liability components remain within total liabilities.

• The audit re-reads the preserved local HTML with a 2 MiB bound, verifies its length and SHA-256, runs H.4.1 normalization again, reconstructs the seven core observation records, and requires exact matches before calculating.

• H.4.1 normalization is now ruleset /3, with stronger semantic table lineage and native hidden-state handling.

Why the tolerance is 1

Seven official H.4.1 pages spanning 2021-08-12 through 2026-08-06 were checked. Their accounting residuals are 0, -1, 0, 0, 0, 0, 0 USD million. The single -1 is the concrete source-rounding case; users cannot widen the tolerance.

Integrity boundaries

• Exact local replay proves that normalized values came from the preserved bytes under the named parser ruleset.
• It does not authenticate who acquired unverified recording bytes, when they first became public, or whether today's dated page is an original historical vintage.
• This remains an experimental report, not a stable accounting schema, general state graph, causal model, or forecasting system.
• Semantic HTML extraction is not a browser computed-CSS engine.

Verification

• 172 tests.
• Ruff and formatting checks.
• Python 3.10, 3.11, 3.12, and 3.13 CI.
• Offline SOFR, Treasury Debt to the Penny, H.4.1, synthetic replay, wheel, and source-distribution smoke tests.
• Release artifacts were built by the tag-triggered GitHub Actions workflow. Verify them with the attached SHA256SUMS.

Full change: PR #22 · Scope: Issue #21