Survivor scenario row survivor shortfall years

Number of years after the year of the first death, with the survivor alive, whose required-spending shortfall exceeds the ledger's funding tolerance ($0.005).

Field: Survivor shortfall years Unit: count Basis: no dollar basis Computed by: UI-native Status: Complete chain

Appears in: survivor-page (Survivor spending cell "required spending covered" or "N shortfall yrs")

Calculation records

• Survivor shortfall years Formula record, justified by derivation

  Purpose: Count the years after the first death in which the survivor's required spending is not covered.

  Statement: projection/survivorTransition.ts#survivorShortfallYearCount counts, in a death timing's base run, the years after the death year in which someone is alive and YearResult.requiredShortfall exceeds ANNUAL_FUNDING_TOLERANCE_PLAN_DOLLARS (0.005, projection/moneyTolerance.ts). The degenerate-timing test (#isDegenerateTiming) reads required spending on both sides of the death. Units: years. Rounding: none; a count.

  Formula: count = |{ y : y > death year, someone alive in y, requiredShortfall(y) > 0.005 }|

  • requiredShortfall(y): The ledger's required-spending shortfall in year y of the base run (unit: nominal USD) (domain: nonnegative)

  Timing: the base run's years after the death year

  Rounding: none

  Limits:

  • The base run only, at the plan's own SSA-44 setting; the lever run is not counted
  • Required spending only: under a guardrail policy discretionary spending can be cut with no required shortfall, so "required spending covered" says no more than that

  Provenance: derived by claude, implemented by claude.

  Independent review: codex

  Gates (6 of 6 pass): fixture registers a test: pass; pins resolve: pass; families exist: pass; worksheet exists: pass; mutation receipt exists: pass; provenance independent: pass

  Worksheet: survivor-shortfall-year-count.md Mutation receipt: survivor-shortfall-year-count.mutation.md

  Evidence tests: survivorTransition.shortfall.evidence.test.ts

  Implemented in: survivorTransition.ts

  Is the number of: survivor-scenario-row-survivor-shortfall-years

Transformations

• projection/survivorTransition.ts#survivorTransitionAnalysis: count the base run's years after the death year in which someone is alive and YearResult.requiredShortfall > ANNUAL_FUNDING_TOLERANCE_PLAN_DOLLARS (0.005).