Sync source-package aliases: ici fact-book table 30, SOI SOCA table 1

db/data/ici/fact_book_table_30/manifest.yaml

@@ -0,0 +1,18 @@
+source_id: ici
+package_id: ici-fact-book-table-30
+dataset: ici_fact_book_table_30
+source_page: https://www.icifactbook.org/26-fb-data-tables.html
+table: 2026 Investment Company Fact Book Data Table 30, Long-Term Mutual Funds Paid and Reinvested Capital Gains by Type of Fund
+files:
+  2026:
+    filename: 26-fb-table-30.xlsx
+    source_url: https://www.icifactbook.org/xls/26-fb-table-30.xlsx
+    sha256: bd15d5fc983e55632bbe3f884f9c826f6d4c85693f722e60cf216cff61d9e8b0
+    size_bytes: 21755
+    fetched_at: '2026-07-02'
+    storage:
+      r2:
+        provider: r2
+        bucket: ledger-raw
+        key: raw/ici/ici-fact-book-table-30/2026/bd15d5fc983e55632bbe3f884f9c826f6d4c85693f722e60cf216cff61d9e8b0/26-fb-table-30.xlsx
+        uri: r2://ledger-raw/raw/ici/ici-fact-book-table-30/2026/bd15d5fc983e55632bbe3f884f9c826f6d4c85693f722e60cf216cff61d9e8b0/26-fb-table-30.xlsx

ledger/source_package.py

@@ -79,6 +79,7 @@
     "bea-regional-state-personal-income-components-2024": Path(
         "bea/regional_personal_income_state"
     ),
+    "ici-fact-book-table-30": Path("ici/fact_book_table_30"),
     "statbel-population-structure-2026": Path("statbel/population_structure_2026"),
     "statbel-fiscal-income-2023-nis-2025": Path(
         "statbel/fiscal_income_2023_nis_2025"
@@ -2044,4 +2045,4 @@ def _scaffold_template(
         concept: TODO_concept
         unit: count
         aggregation: sum
-"""
+"""

packages/ici/fact_book_table_30/source_package.yaml

@@ -0,0 +1,261 @@
+schema_version: ledger.source_package.v1
+package_id: ici-fact-book-table-30
+label: ICI Fact Book Table 30 mutual fund capital gains distributions
+artifact:
+  source_name: ici
+  source_table: 2026 Investment Company Fact Book Data Table 30, Long-Term Mutual Funds Paid and Reinvested Capital Gains by Type of Fund
+  resource_package: db
+  resource_directory: data/ici/fact_book_table_30
+  manifest: manifest.yaml
+  vintage: calendar_year_{year}
+  extracted_at: "2026-07-02"
+  extraction_method: xlsx whole-workbook used-range cell parse
+  parser: xlsx_used_range
+  artifact_year: 2026
+record_sets:
+  - record_set_id: ici.cy2015.fact_book_table_30
+    record_set_spec_id: ici.fact_book_table_30.paid_reinvested.v1
+    source_record_id_prefix: ici.cy2015.fact_book_table_30
+    sheet_name: final
+    period_type: calendar_year
+    period: "2015"
+    geography_id: 0100000US
+    geography_level: country
+    geography_name: United States
+    geography_vintage: current
+    entity: institutional_sector
+    entity_role: long_term_mutual_funds
+    domain: mutual_fund_capital_gains_distributions
+    groupby_dimension: ici.distribution_disposition
+    rows:
+      - value_id: year_2015
+        label: "2015"
+        ordinal: 0
+        row_number: 41
+        expected_row_header_column: A
+        expected_row_header: 2015
+        table_record_kind: total
+    measures:
+      - measure_id: paid_total
+        label: Paid capital gains, total
+        ordinal: 0
+        column: B
+        concept: ici.mutual_fund_capital_gains_paid
+        unit: usd
+        aggregation: sum
+        source_concept: ici.mutual_fund_capital_gains_paid
+        concept_relation: exact
+        concept_authority: ledger-us
+        concept_evidence_url: https://www.icifactbook.org/26-fb-data-tables.html
+        concept_evidence_notes: >
+          ICI Fact Book Table 30 total capital gains paid by long-term
+          mutual funds. Includes short-term and long-term capital gains
+          distributions and all account types (taxable and tax-deferred);
+          funds investing primarily in other mutual funds are excluded.
+          Year-level anchor for the populace capital gain distributions
+          imputation and the GROWTH Act (H.R. 2089 / S. 1839) analysis.
+        legal_vintage: calendar_year_2015
+        value_scale: 1000000
+      - measure_id: reinvested_total
+        label: Reinvested capital gains, total
+        ordinal: 1
+        column: G
+        concept: ici.mutual_fund_capital_gains_reinvested
+        unit: usd
+        aggregation: sum
+        value_scale: 1000000
+  - record_set_id: ici.cy2021.fact_book_table_30
+    record_set_spec_id: ici.fact_book_table_30.paid_reinvested.v1
+    source_record_id_prefix: ici.cy2021.fact_book_table_30
+    sheet_name: final
+    period_type: calendar_year
+    period: "2021"
+    geography_id: 0100000US
+    geography_level: country
+    geography_name: United States
+    geography_vintage: current
+    entity: institutional_sector
+    entity_role: long_term_mutual_funds
+    domain: mutual_fund_capital_gains_distributions
+    groupby_dimension: ici.distribution_disposition
+    rows:
+      - value_id: year_2021
+        label: "2021"
+        ordinal: 0
+        row_number: 47
+        expected_row_header_column: A
+        expected_row_header: 2021
+        table_record_kind: total
+    measures:
+      - measure_id: paid_total
+        label: Paid capital gains, total
+        ordinal: 0
+        column: B
+        concept: ici.mutual_fund_capital_gains_paid
+        unit: usd
+        aggregation: sum
+        value_scale: 1000000
+      - measure_id: reinvested_total
+        label: Reinvested capital gains, total
+        ordinal: 1
+        column: G
+        concept: ici.mutual_fund_capital_gains_reinvested
+        unit: usd
+        aggregation: sum
+        value_scale: 1000000
+  - record_set_id: ici.cy2022.fact_book_table_30
+    record_set_spec_id: ici.fact_book_table_30.paid_reinvested.v1
+    source_record_id_prefix: ici.cy2022.fact_book_table_30
+    sheet_name: final
+    period_type: calendar_year
+    period: "2022"
+    geography_id: 0100000US
+    geography_level: country
+    geography_name: United States
+    geography_vintage: current
+    entity: institutional_sector
+    entity_role: long_term_mutual_funds
+    domain: mutual_fund_capital_gains_distributions
+    groupby_dimension: ici.distribution_disposition
+    rows:
+      - value_id: year_2022
+        label: "2022"
+        ordinal: 0
+        row_number: 48
+        expected_row_header_column: A
+        expected_row_header: 2022
+        table_record_kind: total
+    measures:
+      - measure_id: paid_total
+        label: Paid capital gains, total
+        ordinal: 0
+        column: B
+        concept: ici.mutual_fund_capital_gains_paid
+        unit: usd
+        aggregation: sum
+        value_scale: 1000000
+      - measure_id: reinvested_total
+        label: Reinvested capital gains, total
+        ordinal: 1
+        column: G
+        concept: ici.mutual_fund_capital_gains_reinvested
+        unit: usd
+        aggregation: sum
+        value_scale: 1000000
+  - record_set_id: ici.cy2023.fact_book_table_30
+    record_set_spec_id: ici.fact_book_table_30.paid_reinvested.v1
+    source_record_id_prefix: ici.cy2023.fact_book_table_30
+    sheet_name: final
+    period_type: calendar_year
+    period: "2023"
+    geography_id: 0100000US
+    geography_level: country
+    geography_name: United States
+    geography_vintage: current
+    entity: institutional_sector
+    entity_role: long_term_mutual_funds
+    domain: mutual_fund_capital_gains_distributions
+    groupby_dimension: ici.distribution_disposition
+    rows:
+      - value_id: year_2023
+        label: "2023"
+        ordinal: 0
+        row_number: 49
+        expected_row_header_column: A
+        expected_row_header: 2023
+        table_record_kind: total
+    measures:
+      - measure_id: paid_total
+        label: Paid capital gains, total
+        ordinal: 0
+        column: B
+        concept: ici.mutual_fund_capital_gains_paid
+        unit: usd
+        aggregation: sum
+        value_scale: 1000000
+      - measure_id: reinvested_total
+        label: Reinvested capital gains, total
+        ordinal: 1
+        column: G
+        concept: ici.mutual_fund_capital_gains_reinvested
+        unit: usd
+        aggregation: sum
+        value_scale: 1000000
+  - record_set_id: ici.cy2024.fact_book_table_30
+    record_set_spec_id: ici.fact_book_table_30.paid_reinvested.v1
+    source_record_id_prefix: ici.cy2024.fact_book_table_30
+    sheet_name: final
+    period_type: calendar_year
+    period: "2024"
+    geography_id: 0100000US
+    geography_level: country
+    geography_name: United States
+    geography_vintage: current
+    entity: institutional_sector
+    entity_role: long_term_mutual_funds
+    domain: mutual_fund_capital_gains_distributions
+    groupby_dimension: ici.distribution_disposition
+    rows:
+      - value_id: year_2024
+        label: "2024"
+        ordinal: 0
+        row_number: 50
+        expected_row_header_column: A
+        expected_row_header: 2024
+        table_record_kind: total
+    measures:
+      - measure_id: paid_total
+        label: Paid capital gains, total
+        ordinal: 0
+        column: B
+        concept: ici.mutual_fund_capital_gains_paid
+        unit: usd
+        aggregation: sum
+        value_scale: 1000000
+      - measure_id: reinvested_total
+        label: Reinvested capital gains, total
+        ordinal: 1
+        column: G
+        concept: ici.mutual_fund_capital_gains_reinvested
+        unit: usd
+        aggregation: sum
+        value_scale: 1000000
+  - record_set_id: ici.cy2025.fact_book_table_30
+    record_set_spec_id: ici.fact_book_table_30.paid_reinvested.v1
+    source_record_id_prefix: ici.cy2025.fact_book_table_30
+    sheet_name: final
+    period_type: calendar_year
+    period: "2025"
+    geography_id: 0100000US
+    geography_level: country
+    geography_name: United States
+    geography_vintage: current
+    entity: institutional_sector
+    entity_role: long_term_mutual_funds
+    domain: mutual_fund_capital_gains_distributions
+    groupby_dimension: ici.distribution_disposition
+    rows:
+      - value_id: year_2025
+        label: "2025"
+        ordinal: 0
+        row_number: 51
+        expected_row_header_column: A
+        expected_row_header: 2025
+        table_record_kind: total
+    measures:
+      - measure_id: paid_total
+        label: Paid capital gains, total
+        ordinal: 0
+        column: B
+        concept: ici.mutual_fund_capital_gains_paid
+        unit: usd
+        aggregation: sum
+        value_scale: 1000000
+      - measure_id: reinvested_total
+        label: Reinvested capital gains, total
+        ordinal: 1
+        column: G
+        concept: ici.mutual_fund_capital_gains_reinvested
+        unit: usd
+        aggregation: sum
+        value_scale: 1000000

tests/test_ledger_bundle.py

@@ -27,19 +27,19 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path):
         "aggregate_duplicate_key_count": 0,
         "entity_count": 8,
         "error_count": 0,
-        "fact_count": 38959,
+        "fact_count": 38971,
         "geography_count": 1053,
-        "period_count": 14,
+        "period_count": 16,
         "semantic_duplicate_key_count": 12,
         "skipped_source_count": 9,
-        "source_count": 28,
-        "source_package_count": 57,
+        "source_count": 29,
+        "source_package_count": 58,
         "warning_count": 1,
     }
-    assert len(rows) == 38959
+    assert len(rows) == 38971
     assert rows[0]["aggregate_fact_key"].startswith("ledger.aggregate_fact.v2:")
     assert rows[0]["semantic_fact_key"].startswith("ledger.semantic_fact.v2:")
-    assert source_packages["source_package_count"] == 57
+    assert source_packages["source_package_count"] == 58
     assert source_packages["skipped_source_count"] == 9
     assert sorted(item["source"] for item in source_packages["skipped_sources"]) == [
         "census-acs-s0101-congressional-district-age-2024",
@@ -52,7 +52,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path):
         "cms-aca-oep-state-level-2025",
         "jct-tax-expenditures-2024",
     ]
-    assert coverage["fact_count"] == 38959
+    assert coverage["fact_count"] == 38971
     assert coverage["counts"]["by_source"] == {
         "bea": 445,
         "bfp_economic_outlook": 5,
@@ -67,6 +67,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path):
         "federal_reserve": 1,
         "hhs_acf_liheap": 2,
         "hhs_acf_tanf": 110,
+        "ici": 12,
         "hmrc": 193,
         "irs_soi": 33535,
         "jrc_euromod_be": 18,
@@ -84,7 +85,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path):
         "usda_snap": 216,
     }
     table_counts = coverage["counts"]["by_source_table"]
-    assert len(table_counts) == 52
+    assert len(table_counts) == 53
     assert table_counts["irs_soi:Congressional District Data 2022"] == 26880
     assert table_counts["irs_soi:Publication 1304 Table 1.1"] == 80
     assert (
@@ -196,11 +197,13 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path):
         == 18
     )
     assert coverage["counts"]["by_period"] == {
+        "calendar_year:2015": 2,
         "calendar_year:2018": 1,
-        "calendar_year:2022": 6,
-        "calendar_year:2023": 1011,
-        "calendar_year:2024": 1467,
-        "calendar_year:2025": 1261,
+        "calendar_year:2021": 2,
+        "calendar_year:2022": 8,
+        "calendar_year:2023": 1013,
+        "calendar_year:2024": 1469,
+        "calendar_year:2025": 1263,
         "calendar_year:2026": 21,
         "calendar_year:2031": 2,
         "fiscal_year:2023": 48,
@@ -216,7 +219,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path):
     assert coverage["counts"]["by_geography"]["nuts1:BE2"] == 17
     assert coverage["counts"]["by_geography"]["nuts1:BE3"] == 6
     assert coverage["counts"]["by_geography"]["commune:11002"] == 1
-    assert coverage["counts"]["by_geography"]["country:0100000US"] == 1849
+    assert coverage["counts"]["by_geography"]["country:0100000US"] == 1861
     assert coverage["counts"]["by_geography"]["state:0400000US06"] == 217
     assert (
         coverage["counts"]["by_geography"]["congressional_district:5001700US0601"] == 56
@@ -228,7 +231,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path):
         "firm": 1439,
         "government": 125,
         "household": 62,
-        "institutional_sector": 1,
+        "institutional_sector": 13,
         "pension_plan": 2,
         "person": 3682,
         "tax_unit": 33541,