# Unresolved issues / Asuntos pendientes

## Release blockers / Bloqueos de publicación

1. **Live Chester County parcel validation.** GIS documentation is reachable; query operations fail through the available retrieval service and external network requests return HTTP 403. Need a County parcel/assessment export for Kennett Square Borough, or access that allows a successful live query. Required fields: parcel ID, property/site address, tax jurisdiction, total/taxable assessment, exemption/class indicator and data date. Verify a known residential record, an exempt record, missing assessment behavior, Kennett Township exclusion, jurisdiction format and browser cross-origin access. Fixture tests are not proof that a live dataset works.
2. **Rendered browser QA.** No compatible managed static-site preview/browser skill is available in this session. Need desktop and 390px mobile checks in both languages, keyboard flows, 200% text zoom, chart/table overflow and live address selection. Static CSS and DOM tests cover behavior but do not verify pixels.

## Disclosed source issues, not blockers / Diferencias de fuentes divulgadas

3. 13 historical account-sum differences remain unexplained by the source. Preserve published values; disclose all differences. Explanation from the Borough is helpful but not required to show the data.
4. The September nine-fund draft and October operating summary totals do not fully reconcile. They are distinct versions/scopes, clearly labeled. A revised detailed budget would allow a bridge.
5. September Parking Fund revenue is $238,440 below expenses. October presentation describes a temporary Capital Fund loan without an updated account schedule. No loan revenue is invented.
6. County parcel total assessment may differ from taxable assessment after exemptions. The UI requires confirmation against the tax bill and excludes parcels flagged exempt from automatic calculation.

## Español

1. Falta verificar datos reales de parcelas del condado. La documentación es accesible, pero las consultas están bloqueadas en este entorno. Se necesita un archivo de parcelas del municipio con dirección, identificador, jurisdicción, valor catastral y exenciones, o acceso a una consulta real.
2. Falta revisar la presentación real en navegadores móviles y de escritorio, en ambos idiomas. Las pruebas de estructura y comportamiento no comprueban el diseño visual.
3. Se divulgan 13 diferencias históricas sin cambiar cifras publicadas.
4. Los alcances de septiembre y octubre no se concilian completamente y se mantienen separados.
5. El Fondo de Estacionamiento presenta una diferencia de $238,440; no se inventa una cuenta para cubrirla.
6. El valor total de una parcela no determina todas las exenciones tributarias. Se debe confirmar contra la factura.

## Additional presentation work before public release

- Request bridge currently presents four exact calculation stages; a fully labeled waterfall still needs visual browser verification.
- Revenue exploration retains original accounts by fund; broader cross-fund revenue categories need a verified mapping before publication.
- Earlier audited-year history is not supplied; do not imply 2024–2025 records are audited statements.
- Budget timeline contains only dates established by supplied documents; later hearings and adoption require verified sources.

## 2026-10-08 · Resident journey update

Household impact now leads, using the Borough-published $430 annual average increase ($2,925 to $3,355), message page 2. The $508 application example remains separate under budget calculations. Property impact precedes spending; deeper totals and revenue move below the services explorer. Water, sewer and street explanations attribute the Borough’s rationale to message pages 5–6. Council document link verified through official search listing; direct fetch blocked. No meeting dates or public-comment rules claimed verified. Topic saving is deferred. Rendered browser and live parcel validation remain unfinished.

## 2026-10-08 · Interactive spending comparison

Added a source-backed multi-series line chart before spending cards. Service buttons highlight selected series; hover, tap and keyboard focus reveal exact amounts, dollar and percentage changes against the previous displayed period, and sources. Solid actual-to-actual segments and dashed budget comparisons explicitly distinguish measures. Only full-year periods 2024 actual, 2025 actual, 2026 adopted and 2027 proposed appear. The six-period selector is now an optional disclosure. Automated interaction tests cover selection and Police deltas. Real browser pointer/touch rendering remains unverified.

## 2026-11-03 · Explain change by household, fund and account

Added bilingual change explorer with household contribution stack ($168 sewer, $122 property tax, $100 water, $40 trash), fund-level diverging bars and expandable account-level differences, filters for spending/revenue, and original source links. All comparisons use 2026 adopted versus September 29 2027 proposed amounts. Null cells never become zero-based reported changes; incomplete comparisons appear separately. Combined nine-fund spending falls $1,543,124, including Water -$1,407,973; internal transfers remain included. Water funding changes and Sewer balance funding explain funding pressure without asserting a fully reconciled rate model. Sewer Borough use-charge revenue rises 8.3% ($1,380,000 to $1,495,000), while the message proposes 30%; this mismatch is unresolved and disclosed. Fire/EMS reorganization is explained without treating the new commission account as entirely new expense.

Publication status: November 2 agenda listed in official document center; no revised financial schedule established in the November 3 review. Retain draft dates and do not imply the app reflects November 2 decisions. Rendered browser QA and live County parcel verification remain open.

## 2026-11-03 · Fund history and utility allocation review

Replaced the long change-account list and fund dropdown with ten collapsed native accordions: combined total and nine funds. Each expands into four clearly labeled periods (2024/2025 actual, 2026 adopted, 2027 proposed), stacked expense composition, category/account histories, revenue histories, source links and original-total reconciliation. Secondary department and multi-series history tools are now collapsed.

Application grouping: explicit capital, reserve, debt, transfer and depreciation/net-pension accounts are separated; remaining expenses are running services. Every expense account belongs to exactly one group. Annual sums preserve published historical discrepancies and never relabel blanks as reported zero. Historical accounting adjustments are separate from running-service comparisons. Grouping is not a separately published operating statement.

Water 2026-to-2027 running-service grouping: $1,051,080 to $1,041,400 (-$9,680); capital $2,194,000 to $791,705; transfers $407,398 to $411,400. Message page 5 identifies a $316,705 capital reserve allocation, and presentation page 14 confirms projected operating surplus directed to reserves for grant matching. The ledger reserve lines are blank and does not locate the allocation within/separate from the capital account. Do not add $316,705 to $791,705, invent a project/reserve split, or infer historical reserve balances.

Sewer running-service grouping: $1,088,480 to $1,078,620 (-$9,860); capital $412,500 to $442,065; debt $796,145 to $798,400; transfers $363,924 to $368,800. Message page 6 and presentation page 15 support operating/capital need but do not quantify a separate reserve contribution. The reserve account is blank. Need a reserve-balance schedule, policy/targets and revised detail to quantify stock versus annual allocations and attribution of rate increases.

New official November 2 listing now exposes 20 documents, including re-listed September draft/October message plus draft tax ordinance and fee schedule. Direct attachment retrieval failed, so contents and adoption status are not verified and no rates were changed. Earlier one-document listing was incomplete at time of review. Browser visual QA remains open.

## 2026-11-03 · Resident funding story

Added a resident-first explanation directly after household impact: utility increases total $308 (72% rounded), property tax $122 (28%), using Borough averages. Shows current-year General/Emergency property-tax revenue $2,565,100 to $2,841,500 (+$276,400), distinct from the pure 1-mill rate effect and household tax average. General Fund accumulated-fund usage drops $668,976 to $2,000, a $666,976 funding reduction while spending falls $314,252. No claim that the tax increase alone replaces the difference.

Calculated nine-fund spending bridge: running services +$30,617; capital -$1,126,620; explicit reserve allocations +$100,013; debt -$262,152; transfers -$284,982; net -$1,543,124. These description-based categories reconcile to published 2026/2027 totals but are not consolidated operating statements. General running services -$64,942 includes fund shifts. Initial-request police reductions are explicitly not presented as savings against adopted 2026. Capital Fund 2024 actual $7,073,003 versus 2027 proposed $1,541,200 explains a large portion of the historical total decline; do not imply recurring tax savings.

Property calculator and headline rate detail moved into optional disclosures after the causal story/fund histories. Water/sewer funding explanations, reserve ambiguity and sewer-rate/revenue mismatch remain visible. No judgment about financial efficiency or sufficiency of rate rises. Original source figures unchanged. Browser visual verification remains open.

## 2026-11-03 · Chart alignment, contextual glossary and budget search

Aligned household labels/amounts to the same 308:122 column proportions as their segments, including mobile CSS. Added a shared 19-entry English/Spanish glossary with contextual popovers and links that open the full glossary. Search covers all 534 original accounts, explainers and definitions, with bilingual/accent-insensitive matching, exact-code priority, account history and PDF sources. It is deterministic local search, not generated answers.

Added downloadable budget-research-data.json with periods, full original records, totals, reconciliation, verification, bilingual glossary and explicit interpretation limits for reuse with analysis tools. No AI credentials, model calls, chat interface or public access change.

Desktop browser review now available: visually confirmed proportional household labels, searched water reserves, opened a contextual grant definition and followed its glossary link, and verified Spanish UI/definitions. This supersedes the blanket no-rendered-browser-check statement for these desktop flows only. Mobile viewport, 200% zoom, touch and live County selection remain unverified. Added initial deep-link reveal after data loading.

## 2026-11-03 · Open items from source audit

- Hourly garage fee: message p1 and presentation pp. 3, 17 say "after the first hour"; message p7 and draft p21 say "all hours". Disclosed in the Parking topic.
- Trash rebid timing: message p7 says October; presentation p16 says November.
- Planning/Zoning/Codes fee increase: message p1 says 3%, message p5 says 3.3%, and building permits are +19% on that line. Presentation p11 says +$36,040, but the draft items sum to $34,040.
- Message p2 / presentation p6 compare $2,109,890 with $1,986,430 against a "2024 budget" vs "2024 actual cost" base; this cannot be reproduced from the draft and is not shown.
- The current 11.8-mill Borough rate is from the County 2026 tax table, not the budget documents.
- The column labeled "2026 adopted" in parts of the app is "Budgeted" in the draft.
- No hearing or adoption dates appear in the supplied documents.

## 2026-11-03 · Live County parcel lookup verified

Verified against the live Chester County parcel service (services.arcgis.com, Parcels_owners layer):
- The service is reachable and sends `Access-Control-Allow-Origin: *`, so browsers can call it directly.
- JURIS 03 = Kennett Square Borough (1,746 parcels). JURIS 04 (Avondale) and 08 (Parkesburg) also contain "State St" and are correctly excluded.
- Residential, commercial and exempt (CLASS E) parcels return assessments. Exempt parcels are blocked from automatic calculation as designed.
- Some tax-exempt properties, such as 600 S Broad St (Borough Hall), are not in the layer. The lookup notes this.
- TOT_ASSESS is total, not taxable, assessment. Users are still asked to confirm against their tax bill.