Release WCAB 0.2.0

Upgrade to schema v2 with a deterministic structured Table scope-expansion case, plus refreshed fixtures, catalogue, schema, and validation record.

README.md

@@ -22,7 +22,7 @@ configs:
 # Workbook Change Assurance Benchmark (WCAB)
 
 WCAB is an open, deterministic benchmark for tools that review changes to
-Excel workbooks. Each of its 16 synthetic cases supplies a baseline workbook,
+Excel workbooks. Each of its 17 synthetic cases supplies a baseline workbook,
 a candidate workbook, explicit observable change facts, a reference review
 disposition, and documented coverage boundaries.
 
@@ -37,7 +37,8 @@ WCAB targets spreadsheet-change assurance: whether a diff tool, policy gate,
 static analyzer, or editing agent preserves material review evidence when a
 workbook changes. The current cases include formula-to-value replacements,
 reference drift, input propagation, external references, named ranges,
-controls, calculation state, cycles, structural changes, and a small
+controls, calculation state, cycles, structural changes (including an Excel
+Table scope expansion with unchanged structured-reference text), and a small
 multi-workbook portfolio.
 
 The benchmark does **not** evaluate Excel formula execution or claim that

RESEARCH.md

@@ -41,3 +41,14 @@ WCAB's result is intentionally narrower than a claim of Excel semantic
 equivalence.  It provides checkable change facts and static dependency lower
 bounds.  A tool that cannot handle a case must report a coverage gap; it cannot
 turn a missing observation into an "allow" result.
+
+## Structured-reference scope expansion
+
+Microsoft documents that a structured reference combines a Table and column
+name, and that the reference adjusts when data is added to or removed from the
+Table. Its [structured-reference guidance](https://support.microsoft.com/en-us/excel/using-structured-references-with-excel-tables)
+also shows formulas outside a Table that refer to Table data. This creates a
+change-review case that ordinary formula text comparison misses: the stored
+formula can remain unchanged while the Table's stored range grows. WCAB schema
+version 2 therefore adds a generated Table-expansion case that checks those
+observable facts without evaluating a formula or asserting a result value.

docs/schema.md

@@ -1,9 +1,13 @@
-# WCAB truth schema, version 1
+# WCAB truth schema, version 2
 
 Every case has one `truth.json`. It is public metadata for an original,
 generated fixture; it never relies on a private workbook or an external data
 source.
 
+Version 2 adds `structured_table_scope_changed`, which captures the stored
+Excel Table range changing while a dependent structured-reference formula keeps
+the same text. Version 1 remains available in the immutable v0.1.1 release.
+
 ```json
 {
   "schema_version": 1,
@@ -44,6 +48,7 @@ Facts are observed directly from the fixture files by `wcab validate`.
 | `structural_formula_rewrite` | `baseline`, `candidate` | Declared before/after formula locations and text exist. This is an annotation, not a general proof of equivalence. |
 | `portfolio_value_changed` | `workbook`, `sheet`, `cell` | A literal value differs between paired portfolio members. |
 | `portfolio_external_reference` | `workbook`, `sheet`, `cell`, `target_workbook` | The local portfolio model contains the declared external workbook reference. |
+| `structured_table_scope_changed` | `table_sheet`, `table`, `baseline_ref`, `candidate_ref`, `formula_sheet`, `formula_cell` | A stored Excel Table range changes while the declared formula remains textually unchanged and retains a reference to that table. |
 
 ## Static impact lower bounds
 

docs/validation.md

@@ -1,8 +1,8 @@
 # Validation record
 
-This record describes the WCAB 0.1 validation run performed on 2026-08-01 and
-its 0.1.1 distribution supplement on 2026-08-02. It is reproducible from this
-repository; no network service or private workbook is required.
+This record describes the WCAB 0.2.0 / schema-version-2 validation run on
+2026-08-02. It is reproducible from this repository; no network service or
+private workbook is required.
 
 ## Fixture integrity
 
@@ -27,28 +27,28 @@ wcab validate --fixtures fixtures
 
 Results:
 
-- 16 cases: 15 paired-workbook cases and one directory portfolio case.
-- 18 observable truth facts: 11 `block` and five `review` dispositions.
-- 50 workbook and truth-manifest fixture files, plus one generated JSONL case
+- 17 cases: 16 paired-workbook cases and one directory portfolio case.
+- 19 observable truth facts: 12 `block` and five `review` dispositions.
+- 53 workbook and truth-manifest fixture files, plus one generated JSONL case
   catalogue, all generated from source.
-- Nine unit tests passed under both Python versions, including independent
+- Eleven unit tests passed under both Python versions, including independent
   regeneration and byte-for-byte fixture-tree equality.
-- The fixture validator accepted all 16 cases.
+- The fixture validator accepted all 17 cases.
 
 ## Distribution supplement
 
-The 0.1.1 release also builds a one-row-per-case `manifest.jsonl` catalogue.
-Each row retains the truth contract and includes byte counts and SHA-256
-digests for the workbooks it names.
+The 0.2.0 release builds a one-row-per-case `manifest.jsonl` catalogue. Each
+row retains the schema-version-2 truth contract and includes byte counts and
+SHA-256 digests for the workbooks it names.
 
 Commands:
 
 ```bash
 python -m build
-twine check dist/workbook_change_benchmark-0.1.1*
+twine check dist/workbook_change_benchmark-0.2.0*
 python -m venv /tmp/wcab-wheel-test
 /tmp/wcab-wheel-test/bin/python -m pip install \
-  dist/workbook_change_benchmark-0.1.1-py3-none-any.whl
+  dist/workbook_change_benchmark-0.2.0-py3-none-any.whl
 /tmp/wcab-wheel-test/bin/wcab validate --fixtures fixtures
 /tmp/wcab-wheel-test/bin/wcab manifest --fixtures fixtures --output /tmp/manifest.jsonl
 cmp fixtures/manifest.jsonl /tmp/manifest.jsonl
@@ -57,9 +57,9 @@ cmp fixtures/manifest.jsonl /tmp/manifest.jsonl
 Results:
 
 - The source distribution and universal wheel passed `twine check`.
-- A fresh Python 3.12 wheel installation validated all 16 fixtures and emitted
+- A fresh Python 3.12 wheel installation validated all 17 fixtures and emitted
   byte-identical JSONL output.
-- The full nine-test suite, lint, and format checks passed under the supported
+- The full eleven-test suite, lint, and format checks passed under the supported
   local Python versions (3.12 and 3.13).
 
 ## FormulaFence reference adapter
@@ -73,8 +73,11 @@ wcab formulafence --fixtures fixtures --strict
 
 Results:
 
-- All 17 currently mappable diff/portfolio facts were observed.
-- No mapped fact was missed across all 16 cases.
+- All 18 currently mappable diff/portfolio facts were observed.
+- No mapped fact was missed across all 17 cases.
+- The schema-version-2 structured Table scope case was observed as a
+  `table_definition_changed` diff, even though its summary formula text stays
+  unchanged.
 - Five targeted lint expectations were observed: copied-formula interruption
   (`FF082`), conditional-aggregate range shape (`FF093`), explicitly unlocked
   formula cell (`FF085`), incomplete manual calculation (`FF086`), and static

fixtures/finance/defined_name_redirect/truth.json

@@ -12,7 +12,7 @@
   "id": "finance.defined_name_redirect",
   "must_reach": [],
   "review_expectation": "block",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "A named rate redirects to a different assumption",
   "topology": "pair"
 }

fixtures/finance/external_formula_reference/truth.json

@@ -18,7 +18,7 @@
   "id": "finance.external_formula_reference",
   "must_reach": [],
   "review_expectation": "block",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "An internal driver is replaced by an external workbook reference",
   "topology": "pair"
 }

fixtures/finance/formula_to_value/truth.json

@@ -38,7 +38,7 @@
     }
   ],
   "review_expectation": "block",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "Revenue formula is replaced with a hard-coded value",
   "topology": "pair"
 }

fixtures/finance/input_value_change/truth.json

@@ -42,7 +42,7 @@
     }
   ],
   "review_expectation": "review",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "Approved input changes and propagates into outputs",
   "topology": "pair"
 }

fixtures/finance/wrong_period_reference/truth.json

@@ -34,7 +34,7 @@
     }
   ],
   "review_expectation": "block",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "Revenue formula uses a prior-period units reference",
   "topology": "pair"
 }

fixtures/governance/formula_cell_unlocked/truth.json

@@ -13,7 +13,7 @@
   "id": "governance.formula_cell_unlocked",
   "must_reach": [],
   "review_expectation": "block",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "A protected calculated cell is explicitly unlocked",
   "topology": "pair"
 }

fixtures/governance/hidden_sheet_revealed/truth.json

@@ -14,7 +14,7 @@
   "id": "governance.hidden_sheet_revealed",
   "must_reach": [],
   "review_expectation": "review",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "A hidden review-control sheet is made visible",
   "topology": "pair"
 }

fixtures/governance/manual_calculation_incomplete/truth.json

@@ -11,7 +11,7 @@
   "id": "governance.manual_calculation_incomplete",
   "must_reach": [],
   "review_expectation": "block",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "A formula workbook records incomplete manual calculation",
   "topology": "pair"
 }

fixtures/governance/static_cycle_introduced/truth.json

@@ -21,7 +21,7 @@
   "id": "governance.static_cycle_introduced",
   "must_reach": [],
   "review_expectation": "block",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "Two direct formulas form a static cycle",
   "topology": "pair"
 }

fixtures/manifest.jsonl

@@ -1,16 +1,17 @@
-{"baseline_files":[{"bytes":7042,"path":"finance/defined_name_redirect/baseline.xlsx","sha256":"75e99e52e4a2e8351b0750e4817fcacfeb9920db98b363d2388dbd4d330b472d"}],"candidate_files":[{"bytes":7042,"path":"finance/defined_name_redirect/candidate.xlsx","sha256":"2bb3cc9080f5c1eeda8ecf34abeae4ea56fd53fa5ad5949ded6162727875d226"}],"case_path":"finance/defined_name_redirect","coverage":["The assertion compares the defined-name destination; name resolution beyond this fixture is out of scope."],"facts":[{"kind":"defined_name_changed","name":"DiscountRate"}],"family":"finance","id":"finance.defined_name_redirect","must_reach":[],"review_expectation":"block","schema_version":1,"title":"A named rate redirects to a different assumption","topology":"pair"}
-{"baseline_files":[{"bytes":7042,"path":"finance/external_formula_reference/baseline.xlsx","sha256":"75e99e52e4a2e8351b0750e4817fcacfeb9920db98b363d2388dbd4d330b472d"}],"candidate_files":[{"bytes":7065,"path":"finance/external_formula_reference/candidate.xlsx","sha256":"410fd472583c68f3d1dbbe9b0a7034bfb5e6f7792fd269b29ae0081072d33230"}],"case_path":"finance/external_formula_reference","coverage":["The external workbook is intentionally absent and must not be opened by a benchmark tool."],"facts":[{"cell":"C8","kind":"formula_changed","sheet":"Summary"},{"cell":"C8","kind":"external_formula_added","sheet":"Summary"}],"family":"finance","id":"finance.external_formula_reference","must_reach":[],"review_expectation":"block","schema_version":1,"title":"An internal driver is replaced by an external workbook reference","topology":"pair"}
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-{"baseline_files":[{"bytes":7042,"path":"finance/wrong_period_reference/baseline.xlsx","sha256":"75e99e52e4a2e8351b0750e4817fcacfeb9920db98b363d2388dbd4d330b472d"}],"candidate_files":[{"bytes":7040,"path":"finance/wrong_period_reference/candidate.xlsx","sha256":"56b500755ec0ab68129acb7b9a7ffaf774c626b308a3ecaed0ab131cb68e949e"}],"case_path":"finance/wrong_period_reference","coverage":["The benchmark asserts the reference drift, not the business correctness of every formula."],"facts":[{"cell":"C8","kind":"formula_changed","sheet":"Revenue"}],"family":"finance","id":"finance.wrong_period_reference","must_reach":[{"source":{"cell":"C8","sheet":"Revenue"},"targets":[{"cell":"C10","sheet":"Revenue"},{"cell":"C5","sheet":"Summary"},{"cell":"B4","sheet":"Dashboard"}]}],"review_expectation":"block","schema_version":1,"title":"Revenue formula uses a prior-period units reference","topology":"pair"}
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-{"baseline_files":[{"bytes":5599,"path":"governance/manual_calculation_incomplete/baseline.xlsx","sha256":"624673b76647c7d5343f1b2188d962ba9da11b7b2fa1c640218c728f15013a07"}],"candidate_files":[{"bytes":5618,"path":"governance/manual_calculation_incomplete/candidate.xlsx","sha256":"1a136225c99e8d98c4e7465f7544459a6188f4889606920b498177b8783c85e9"}],"case_path":"governance/manual_calculation_incomplete","coverage":["Calculation metadata is evidence of save state, not proof that any cached result is wrong."],"facts":[{"kind":"manual_calculation_incomplete"}],"family":"governance","id":"governance.manual_calculation_incomplete","must_reach":[],"review_expectation":"block","schema_version":1,"title":"A formula workbook records incomplete manual calculation","topology":"pair"}
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+{"baseline_files":[{"bytes":5465,"path":"operations/data_validation_removed/baseline.xlsx","sha256":"1fab22c80b1384cfe921e75c858934204435c31d7b5c67766c984289610901db"}],"candidate_files":[{"bytes":5329,"path":"operations/data_validation_removed/candidate.xlsx","sha256":"aea8e9f34825c521b82a6bca2990faa11f60db8fee4f87628e908bdb71965e77"}],"case_path":"operations/data_validation_removed","coverage":["The contract observes validation presence, not whether a future user enters an invalid value."],"facts":[{"baseline_count":1,"candidate_count":0,"kind":"data_validation_count_changed","sheet":"Operations"}],"family":"operations","id":"operations.data_validation_removed","must_reach":[],"review_expectation":"block","schema_version":2,"title":"Input validation is removed from an operational tracker","topology":"pair"}
+{"baseline_files":[{"bytes":5465,"path":"operations/sumifs_range_shape/baseline.xlsx","sha256":"1fab22c80b1384cfe921e75c858934204435c31d7b5c67766c984289610901db"}],"candidate_files":[{"bytes":5469,"path":"operations/sumifs_range_shape/candidate.xlsx","sha256":"618613d92e354f3e7ccc7ef07d4c33f0f1b6ffeccbbd9e3f68e0b54c6dffb7c2"}],"case_path":"operations/sumifs_range_shape","coverage":["The range-shape defect is deliberately static and does not require evaluating SUMIFS."],"facts":[{"cell":"H6","kind":"formula_changed","sheet":"Operations"}],"family":"operations","id":"operations.sumifs_range_shape","must_reach":[],"review_expectation":"block","schema_version":2,"title":"A conditional aggregate has mismatched static ranges","topology":"pair"}
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+{"baseline_files":[{"bytes":5444,"path":"structural/formula_rewrite_after_column_insert/baseline.xlsx","sha256":"fdb943445413906a89a7d2f130479c76d4832d9d5fe5e29f48e14a20e179ef77"}],"candidate_files":[{"bytes":5470,"path":"structural/formula_rewrite_after_column_insert/candidate.xlsx","sha256":"2557635a4d87da56f488709390d1c6fdef754228549d3d9bf19a74ef8882df72"}],"case_path":"structural/formula_rewrite_after_column_insert","coverage":["The fixture declares equivalent logical input positions but does not prove general Excel semantic equivalence."],"facts":[{"baseline":{"cell":"D5","formula":"=B5*C5","sheet":"Model"},"candidate":{"cell":"E5","formula":"=B5*D5","sheet":"Model"},"kind":"structural_formula_rewrite"}],"family":"structural","id":"structural.formula_rewrite_after_column_insert","must_reach":[],"review_expectation":"review","schema_version":2,"title":"A column insertion rewrites formulas while retaining the declared inputs","topology":"pair"}
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+{"baseline_files":[{"bytes":6362,"path":"structural/three_d_scope_expansion/baseline.xlsx","sha256":"996184604d06c937442b23d6d1ac734b9b0bf70020beb1c4c0bfe8d182cf4f3d"}],"candidate_files":[{"bytes":6854,"path":"structural/three_d_scope_expansion/candidate.xlsx","sha256":"c6314f68590654b117141422dc90a5570d34030ac47be579c2f716bc4d150fde"}],"case_path":"structural/three_d_scope_expansion","coverage":["The formula text is intentionally unchanged; the observable risk is tab-order scope."],"facts":[{"after_sheet":"Jan","before_sheet":"Feb","formula_cell":"B5","formula_sheet":"Summary","inserted_sheet":"FebAdjustment","kind":"three_d_scope_changed"}],"family":"structural","id":"structural.three_d_scope_expansion","must_reach":[],"review_expectation":"block","schema_version":2,"title":"A new period silently enters an unchanged 3-D formula span","topology":"pair"}

fixtures/operations/conditional_formatting_removed/truth.json

@@ -14,7 +14,7 @@
   "id": "operations.conditional_formatting_removed",
   "must_reach": [],
   "review_expectation": "review",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "A material exception highlight is removed",
   "topology": "pair"
 }

fixtures/operations/copied_formula_interruption/truth.json

@@ -13,7 +13,7 @@
   "id": "operations.copied_formula_interruption",
   "must_reach": [],
   "review_expectation": "block",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "One copied margin formula is replaced by a manual number",
   "topology": "pair"
 }

fixtures/operations/data_validation_removed/truth.json

@@ -14,7 +14,7 @@
   "id": "operations.data_validation_removed",
   "must_reach": [],
   "review_expectation": "block",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "Input validation is removed from an operational tracker",
   "topology": "pair"
 }

fixtures/operations/sumifs_range_shape/truth.json

@@ -13,7 +13,7 @@
   "id": "operations.sumifs_range_shape",
   "must_reach": [],
   "review_expectation": "block",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "A conditional aggregate has mismatched static ranges",
   "topology": "pair"
 }

fixtures/portfolio/external_driver_value_change/truth.json

@@ -21,7 +21,7 @@
   "id": "portfolio.external_driver_value_change",
   "must_reach": [],
   "review_expectation": "review",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "An upstream workbook driver changes while a downstream workbook consumes it",
   "topology": "portfolio"
 }

fixtures/structural/formula_rewrite_after_column_insert/truth.json

@@ -21,7 +21,7 @@
   "id": "structural.formula_rewrite_after_column_insert",
   "must_reach": [],
   "review_expectation": "review",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "A column insertion rewrites formulas while retaining the declared inputs",
   "topology": "pair"
 }

fixtures/structural/structured_table_scope_expansion/truth.json

@@ -0,0 +1,24 @@
+{
+  "coverage": [
+    "The summary formula text intentionally remains unchanged; the observable risk is the stored Excel Table range.",
+    "The contract does not calculate the structured reference, apply filters, or infer table-total semantics."
+  ],
+  "facts": [
+    {
+      "baseline_ref": "A1:D4",
+      "candidate_ref": "A1:D5",
+      "formula_cell": "B2",
+      "formula_sheet": "Summary",
+      "kind": "structured_table_scope_changed",
+      "table": "SalesLedger",
+      "table_sheet": "Ledger"
+    }
+  ],
+  "family": "structural",
+  "id": "structural.structured_table_scope_expansion",
+  "must_reach": [],
+  "review_expectation": "block",
+  "schema_version": 2,
+  "title": "An Excel Table grows while a dependent structured reference stays unchanged",
+  "topology": "pair"
+}

fixtures/structural/three_d_scope_expansion/truth.json

@@ -16,7 +16,7 @@
   "id": "structural.three_d_scope_expansion",
   "must_reach": [],
   "review_expectation": "block",
-  "schema_version": 1,
+  "schema_version": 2,
   "title": "A new period silently enters an unchanged 3-D formula span",
   "topology": "pair"
 }

manifest.jsonl

@@ -1,16 +1,17 @@
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-{"baseline_files":[{"bytes":7042,"path":"finance/external_formula_reference/baseline.xlsx","sha256":"75e99e52e4a2e8351b0750e4817fcacfeb9920db98b363d2388dbd4d330b472d"}],"candidate_files":[{"bytes":7065,"path":"finance/external_formula_reference/candidate.xlsx","sha256":"410fd472583c68f3d1dbbe9b0a7034bfb5e6f7792fd269b29ae0081072d33230"}],"case_path":"finance/external_formula_reference","coverage":["The external workbook is intentionally absent and must not be opened by a benchmark tool."],"facts":[{"cell":"C8","kind":"formula_changed","sheet":"Summary"},{"cell":"C8","kind":"external_formula_added","sheet":"Summary"}],"family":"finance","id":"finance.external_formula_reference","must_reach":[],"review_expectation":"block","schema_version":1,"title":"An internal driver is replaced by an external workbook reference","topology":"pair"}
-{"baseline_files":[{"bytes":7042,"path":"finance/formula_to_value/baseline.xlsx","sha256":"75e99e52e4a2e8351b0750e4817fcacfeb9920db98b363d2388dbd4d330b472d"}],"candidate_files":[{"bytes":7047,"path":"finance/formula_to_value/candidate.xlsx","sha256":"0e61888bdce02d825f69cff256ae2a5d4951ee8d6c4f55b0b15cdceb1ee3097d"}],"case_path":"finance/formula_to_value","coverage":["Static dependency lower bound; numerical recalculation is out of scope."],"facts":[{"cell":"C8","kind":"formula_to_value","sheet":"Revenue"}],"family":"finance","id":"finance.formula_to_value","must_reach":[{"source":{"cell":"C8","sheet":"Revenue"},"targets":[{"cell":"C10","sheet":"Revenue"},{"cell":"C5","sheet":"Summary"},{"cell":"C6","sheet":"Summary"},{"cell":"B4","sheet":"Dashboard"}]}],"review_expectation":"block","schema_version":1,"title":"Revenue formula is replaced with a hard-coded value","topology":"pair"}
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