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Re-fit TOP's last moved band, 2024's share, from 7.7% to 7.3% (#734) - #738

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WesIngwersen merged 1 commit into
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fix/top-2024-share-band
Aug 27, 2026
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Re-fit TOP's last moved band, 2024's share, from 7.7% to 7.3% (#734)#738
WesIngwersen merged 1 commit into
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fix/top-2024-share-band

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nowcast is still red. #737 re-fit tobacco but was merged before its own CI reported, so it fixed two of the three bands #734 moved.

Run 33066747660, which finished after that merge, shows the third:

comparison failed. Mismatched elements: 1 / 2:
Index | Obtained            | Expected
2024  | 0.07329592928641317 | 0.077 ± 0.003

What the same run confirms is fine

The grouped asserts from #737 checked all four bands in one pass, so this is now settled rather than guessed:

band status
tobacco 312200 2024 ✅ holds at -26,278
5241XX 2020 ✅ unmoved at 17,791
2020 half-sum share ✅ holds at 0.063
2024 half-sum share 0.0733 vs 0.077 ± 0.003

Without the grouping this would have cost one 8½-minute round per band.

Why this fall is a re-fit and not the alarm

The docstring says "A fall here would mean the residual had stopped moving", so I checked it rather than re-fitting past it.

The number that would mean the residual stopped moving is the frozen-share one, which the same docstring records as 5.8% for 2024. We are at 7.3% — a long way above it — and tobacco's own gap grew over the same change. So #734 re-allocated within a residual that is still moving, rather than flattening it.

I put that reasoning in the docstring, so the next fall gets measured against 5.8% rather than against whatever the band happens to say at the time.

#737 re-fit tobacco but merged before its own CI reported, so it fixed two of
the three bands #734 moved. The run that finished afterwards (33066747660) shows
the third: the 2024 half-sum share is 0.0733 against 0.077 +/- 0.003.

The other bands are confirmed unmoved by the same run - tobacco holds at -26,278
and 5241XX 2020 at 17,791, and the 2020 share holds at 0.063. Grouping the four
into two dict comparisons is what surfaced all of them at once instead of one
per 8-minute round.

The fall needed checking rather than re-fitting, because the docstring names a
fall as the signal that the residual stopped moving. It has not: the frozen-share
value for 2024 is 5.8%, and 7.3% is a long way above it, while tobacco's own gap
grew over the same change. #734 re-allocated within a residual that still moves.
Recorded that reasoning in the docstring so the next fall is measured against
5.8% rather than against whatever the band happens to say.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
@WesIngwersen
WesIngwersen merged commit 210b9b8 into nowcast Aug 27, 2026
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@WesIngwersen
WesIngwersen deleted the fix/top-2024-share-band branch August 27, 2026 12:12
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