feat: narrow harmonization signposting to per-code gap detection
.build_suggestions() previously flagged a recipe only when the WHOLE category result had zero rows in a requested year, so a multi-code category where one recipe component was genuinely gapped never fired if any sibling code (same recipe or not) had data that year. Each recipe's own in-category component is now checked individually -- a component fires when it has no rows in a requested (in-scope) year the recipe's own generic join otherwise covers, even when the overall category result looks complete. Decomposes .build_suggestions() into .category_recipe_components/ .recipe_meta/.component_presence/.recipe_coverage/.recipe_component_gapped helpers, drops the now-unused `result` param, and rewrites the header comment to describe the new, deliberately wider scope plus the per-government `covered` guard that still filters recipes with no data at all (ordinary reporting variance vs. a real format-boundary gap). Tests pin the multi-code case the coarse check missed (Cleburne County FY2012: G05 gapped, G04 covers, masked because E04/E05 have data) next to the still-guarded no-recipe-coverage case (F04/F05 both absent), and update the Broward 2019-2020 case to its new, correct expectation (fires for corrections_combined/corrections_other_capital_combined, still silent for corrections_capital_combined) plus a fresh true-full-coverage negative case (Maricopa County).
This commit is contained in:
+1
-1
@@ -141,7 +141,7 @@ cog_spending <- function(govid, years, category = NULL,
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harmonization <- .build_harmonization_block(
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con, govid, years, resolved, flow_prefixes
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)
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suggestions <- .build_suggestions(con, govid, years, category, result, resolved$basis)
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suggestions <- .build_suggestions(con, govid, years, category, resolved$basis)
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}
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prov <- .build_provenance(
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+135
-53
@@ -1,8 +1,9 @@
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# R/suggestions.R
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# Recipe-component-driven signposting: when a basis = "harmonized" query for
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# a category comes back with a coverage gap in some requested years (the
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# result has no rows at all in that year) that a harmonization recipe would
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# actually fill for this government, surface that recipe as a suggestion.
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# a category asks for a code that is itself a harmonization recipe
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# component, and that specific code has no rows in some requested years
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# while the recipe's own generic join would still fill those years for this
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# government, surface that recipe as a suggestion.
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#
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# This is deliberately keyed off the recipe catalog's component codes, not
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# off harmonization_map rows: no live map row carries a non-blank
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@@ -12,53 +13,52 @@
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# suggestion off of, just a leaf-code absence a recipe happens to fill).
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# See docs/phase_r_harmonization_review.md § 0.3.
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#
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# Scope is deliberately narrow: signposting only runs when the caller
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# Scope is deliberately narrow in one respect and, as of Phase R3 Task 19c,
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# deliberately WIDE in another: signposting only runs when the caller
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# supplied a `category` (an un-scoped, all-categories query has no single
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# coverage question to answer) and only flags a recipe when the ACTUAL
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# result has zero rows in a requested year AND the candidate recipe's own
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# generic join (same join .run_recipe() uses, including its wide-era
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# aggregate rows) produces at least one row for this government in that
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# year. Checking presence per-government (not corpus-wide) avoids false
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# positives from ordinary reporting variance -- most governments don't use
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# every sibling code in a multi-code category every year, and that is not
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# a format-boundary gap worth signposting.
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# coverage question to answer), but within that category it now checks
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# EACH recipe component that is itself a category member individually,
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# rather than asking whether the whole category *result* has zero rows
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# that year. A recipe fires when one of its own components has zero rows
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# for this government in a requested year the recipe's own generic join
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# (same join .run_recipe() uses, aggregate rows included) otherwise covers
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# -- even if OTHER, unrelated codes in the same category have full data
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# that year and the overall result looks complete. That is a deliberate
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# narrowing of the R2-era false-positive guard: most governments don't use
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# every sibling code in a multi-code category every year, and per-code
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# detection WILL flag some of that as a "gap" even though it's really just
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# a government not having that particular sub-type of spending, not a
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# format-boundary artifact. The remaining guard against ordinary reporting
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# variance is the per-government `covered` check below (a component is
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# only flagged when the recipe's OWN join -- not some unrelated code --
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# actually has something to offer in that year); it no longer tries to
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# avoid noise from sibling *codes*, only from a recipe with genuinely
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# nothing to contribute. The acceptable noise level this trade produces is
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# a product decision, measured (not tuned here) by
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# data-raw/measure_signposting_rate.R and ruled on at Checkpoint R3.
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#' Build the `prov$suggestions` list for a (non-recipe) basis = "harmonized"
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#' verb call: recipes whose generic join would fill a real gap in `result`.
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#'
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#' @param con Active DuckDB connection.
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#' @param govid Character vector of canonical_govid values (the verb's raw
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#' `govid`).
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#' @param years Integer vector of requested years.
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#' @param category `category` argument as passed to the verb (character
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#' vector or `NULL`; suggestions are only computed when non-NULL).
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#' @param result The verb's already-computed result tibble (post basis
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#' query, pre per_capita/adjust_to_year).
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#' @param basis The *resolved* basis (`"harmonized"` or `"raw"`).
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#' @return List of `list(recipe_id, label, available_years, hint)`, possibly
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#' empty.
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#' Recipe components that are classified under the requested category --
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#' the codes a category-scoped query actually "requests". A recipe can
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#' have components outside the category (e.g. general_gov_e89_wide's E85
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#' leg has no category assignment); those never trigger on their own, they
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#' just were never part of what this query asked for.
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#' @noRd
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.build_suggestions <- function(con, govid, years, category, result, basis) {
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if (!identical(basis, "harmonized") || is.null(category)) return(list())
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candidates <- DBI::dbGetQuery(con, sprintf(
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"SELECT DISTINCT recipe_id FROM harmonization_recipes
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WHERE component_code IN (
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SELECT DISTINCT item_code FROM summary_categories WHERE category IN (%s)
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)",
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.category_recipe_components <- function(con, category) {
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DBI::dbGetQuery(con, sprintf(
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"SELECT DISTINCT r.recipe_id, r.component_code, r.year_min, r.year_max,
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r.gov_type_scope
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FROM harmonization_recipes r
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JOIN summary_categories sc
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ON sc.item_code = r.component_code AND sc.category IN (%s)",
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.sql_lit_chr(category)
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))$recipe_id
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if (length(candidates) == 0L) return(list())
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))
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}
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result_years <- if (is.null(result) || nrow(result) == 0L) {
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integer(0)
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} else {
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unique(as.integer(result$year))
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}
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gap_years <- setdiff(as.integer(years), result_years)
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if (length(gap_years) == 0L) return(list())
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meta <- tibble::as_tibble(DBI::dbGetQuery(con, sprintf(
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#' Label + overall year coverage for a set of recipe ids (the suggestion's
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#' `label`/`available_years`).
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#' @noRd
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.recipe_meta <- function(con, candidates) {
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tibble::as_tibble(DBI::dbGetQuery(con, sprintf(
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"SELECT recipe_id, any_value(label) AS label,
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MIN(year_min) AS year_min, MAX(year_max) AS year_max
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FROM harmonization_recipes
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@@ -66,12 +66,45 @@
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GROUP BY recipe_id",
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.sql_lit_chr(candidates)
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)))
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}
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# Which (recipe_id, year) pairs the recipe's own generic join actually
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# covers for this government, restricted to the gap years -- the same
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# join .run_recipe() uses (component year_min/year_max + gov_type_scope,
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# no is_aggregate filter), just checking existence instead of summing.
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covered <- DBI::dbGetQuery(con, sprintf(
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#' Which (recipe_id, component_code, year) triples have at least one
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#' NOT-aggregate row for these governments -- i.e. that specific requested
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#' code itself has data, scoped exactly like .run_recipe()'s join
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#' (component year_min/year_max + gov_type_scope). NOT-aggregate mirrors
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#' what basis = "harmonized" itself excludes: an aggregate-only year is a
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#' gap for that code exactly as it would be in a plain category query.
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#' @noRd
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.component_presence <- function(con, candidates, govid, years_lit) {
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DBI::dbGetQuery(con, sprintf(
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"SELECT DISTINCT r.recipe_id, r.component_code, l.year
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FROM long l
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JOIN harmonization_recipes r
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ON l.item_code = r.component_code
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AND l.year BETWEEN r.year_min AND r.year_max
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AND (r.gov_type_scope = 'all'
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OR (r.gov_type_scope = 'state' AND l.type = 0)
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OR (r.gov_type_scope = 'local' AND l.type BETWEEN 1 AND 3))
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WHERE NOT l.is_aggregate
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AND r.recipe_id IN (%s)
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AND l.canonical_govid IN (%s)
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AND l.year IN (%s)",
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.sql_lit_chr(candidates), .sql_lit_chr(govid), years_lit
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))
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}
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#' Which (recipe_id, year) pairs the recipe's own generic join actually
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#' covers for these governments -- the same join .run_recipe() uses
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#' (component year_min/year_max + gov_type_scope, no is_aggregate filter),
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#' just checking existence instead of summing. This is the per-government,
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#' whole-recipe guard against ordinary reporting variance: unlike
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#' .component_presence(), it is aggregate-inclusive and unioned across ALL
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#' of a recipe's components, not just the one requested code being tested,
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#' so a recipe with genuinely nothing to offer (no component, aggregate or
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#' leaf, has ever reported) never fires.
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#' @noRd
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.recipe_coverage <- function(con, candidates, govid, years_lit) {
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DBI::dbGetQuery(con, sprintf(
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"SELECT DISTINCT r.recipe_id, l.year
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FROM long l
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JOIN harmonization_recipes r
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@@ -83,13 +116,62 @@
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WHERE r.recipe_id IN (%s)
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AND l.canonical_govid IN (%s)
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AND l.year IN (%s)",
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.sql_lit_chr(candidates), .sql_lit_chr(govid),
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paste(gap_years, collapse = ",")
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.sql_lit_chr(candidates), .sql_lit_chr(govid), years_lit
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))
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}
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#' TRUE if recipe `rid` has at least one requested component with an
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#' in-scope requested year that has no data (`present`), in a year the
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#' recipe's own generic join is otherwise fillable (`covered`) -- the
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#' per-code gap the R2 whole-result check couldn't see.
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#' @noRd
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.recipe_component_gapped <- function(rid, requested, present, covered, years) {
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covered_years <- covered$year[covered$recipe_id == rid]
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if (length(covered_years) == 0L) return(FALSE)
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comps <- requested[requested$recipe_id == rid, , drop = FALSE]
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for (i in seq_len(nrow(comps))) {
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in_scope <- years[years >= comps$year_min[i] & years <= comps$year_max[i]]
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if (length(in_scope) == 0L) next
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has_data <- present$year[
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present$recipe_id == rid & present$component_code == comps$component_code[i]
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]
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gap_years <- setdiff(in_scope, has_data)
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if (any(gap_years %in% covered_years)) return(TRUE)
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}
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FALSE
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}
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#' Build the `prov$suggestions` list for a (non-recipe) basis = "harmonized"
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#' verb call: recipes whose generic join would fill a real per-code gap for
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#' the requested category.
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#'
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#' @param con Active DuckDB connection.
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#' @param govid Character vector of canonical_govid values (the verb's raw
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#' `govid`).
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#' @param years Integer vector of requested years.
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#' @param category `category` argument as passed to the verb (character
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#' vector or `NULL`; suggestions are only computed when non-NULL).
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#' @param basis The *resolved* basis (`"harmonized"` or `"raw"`).
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#' @return List of `list(recipe_id, label, available_years, hint)`, possibly
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#' empty.
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#' @noRd
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.build_suggestions <- function(con, govid, years, category, basis) {
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if (!identical(basis, "harmonized") || is.null(category)) return(list())
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requested <- .category_recipe_components(con, category)
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if (nrow(requested) == 0L) return(list())
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candidates <- unique(requested$recipe_id)
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years_int <- as.integer(years)
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years_lit <- paste(years_int, collapse = ",")
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meta <- .recipe_meta(con, candidates)
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present <- .component_presence(con, candidates, govid, years_lit)
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covered <- .recipe_coverage(con, candidates, govid, years_lit)
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suggestions <- list()
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for (rid in candidates) {
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if (!rid %in% covered$recipe_id) next
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if (!.recipe_component_gapped(rid, requested, present, covered, years_int)) next
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m <- meta[meta$recipe_id == rid, ]
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suggestions[[length(suggestions) + 1L]] <- list(
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recipe_id = rid,
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@@ -176,6 +176,16 @@ test_that("recipe = requires schema_version >= 5", {
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})
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# --- signposting -------------------------------------------------------
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#
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# Phase R3 / Task 19c: .build_suggestions() was narrowed from a whole-result
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# gap check (R2: does the ENTIRE category result have zero rows in a
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# requested year) to per-code gap detection (does a specific recipe
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# component -- itself a member of the requested category -- have zero rows
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# in a year the recipe's own generic join otherwise covers). See
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# R/suggestions.R's header comment and docs/phase_r_harmonization_review.md
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# § 0.3. The R2 test below ("...across the 2011->2012 gap") is unaffected
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# by the refinement (it already passed under both the coarse and per-code
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# rule). The next few pin cases the coarse rule specifically could NOT see.
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test_that("signposting suggests corrections_combined across the 2011->2012 gap", {
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skip_if_no_corpus()
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@@ -193,10 +203,77 @@ test_that("signposting suggests corrections_combined across the 2011->2012 gap",
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expect_equal(hit$available_years, c(1967L, 2023L))
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})
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test_that("no signposting when the result already has full year coverage", {
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test_that("per-code gap fires even when a sibling code masks the whole-result check (Cleburne County, FY2012)", {
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skip_if_no_corpus()
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# Cleburne County, AL (canonical_govid 011029122489), FY2012: E04 ($854)
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# and E05 ($1) both report ("operations" subtype), and G04 ($14,000,
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# corrections_other_capital_combined's modern-only leg) also reports
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# ("capital" subtype) -- so the WHOLE category result is non-empty for
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# 2012 (2 rows) and the R2 whole-result check would never look further.
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# But G05 -- G04's OWN recipe sibling, the 1967-2023 wide leg -- has
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# ZERO rows at all that year: a genuine, per-code gap the recipe exists
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# to bridge, invisible at the category-result grain because it's masked
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# by G04's own data, let alone the unrelated E04/E05 pair.
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r <- cog_spending("011029122489", years = 2012L, category = "Corrections")
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expect_equal(nrow(r), 2L) # operations + capital rows: a non-empty result
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prov <- attr(r, "provenance")
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ids <- vapply(prov$suggestions, function(s) s$recipe_id, character(1))
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expect_true("corrections_other_capital_combined" %in% ids)
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hit <- prov$suggestions[[which(ids == "corrections_other_capital_combined")]]
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expect_equal(hit$hint, "re-run with recipe = 'corrections_other_capital_combined'")
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expect_equal(hit$available_years, c(1967L, 2023L))
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# corrections_combined must NOT fire: E04 AND E05 both have real 2012
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# data for this government, so neither of ITS OWN components is gapped.
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expect_false("corrections_combined" %in% ids)
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})
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test_that("per-code gap does not fire when no recipe component has any data at all (ordinary reporting variance, not a format-boundary gap)", {
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skip_if_no_corpus()
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# Same government/year as above: F04 and F05 (corrections_capital_combined)
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# are BOTH completely absent -- Cleburne simply never reported capital
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# corrections spending under that code family in 2012, wide-era or
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# modern. The recipe's own generic join (aggregate-inclusive, either
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# component) has nothing to offer either, so this must stay silent --
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# the per-government `covered` guard the header comment describes is
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# unchanged and still does this filtering.
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r <- cog_spending("011029122489", years = 2012L, category = "Corrections")
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prov <- attr(r, "provenance")
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ids <- vapply(prov$suggestions, function(s) s$recipe_id, character(1))
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expect_false("corrections_capital_combined" %in% ids)
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})
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test_that("per-code gap fires for Broward 2019-2020 even though the category result looks complete", {
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skip_if_no_corpus()
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# Broward reports E04 + G04 (modern leaf codes) in BOTH 2019 and 2020 but
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# never reports E05 or G05 (their own recipe siblings) in either year --
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# a real per-code gap in two of the three Corrections recipes, invisible
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# under the R2 coarse check because the category *result* is non-empty
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# both years (this replaces the old R2-era "full year coverage" test,
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# whose premise -- that a non-empty result implies nothing to signpost --
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# is exactly what this refinement narrows; see data-raw/
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# measure_signposting_rate.R for the measured rate change this causes).
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# corrections_capital_combined correctly stays silent: Broward reports
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# neither F04 nor F05 in 2019 or 2020, so that recipe's own join has
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# nothing to offer either (ordinary non-reporting, not a format-boundary
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# gap) -- the per-government `covered` guard still does its job here too.
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r <- cog_spending("121011212191", years = 2019:2020, category = "Corrections")
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prov <- attr(r, "provenance")
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ids <- vapply(prov$suggestions, function(s) s$recipe_id, character(1))
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expect_true("corrections_combined" %in% ids)
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expect_true("corrections_other_capital_combined" %in% ids)
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expect_false("corrections_capital_combined" %in% ids)
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})
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test_that("no signposting when every recipe component genuinely has data (true full per-code coverage)", {
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skip_if_no_corpus()
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# Maricopa County, AZ (canonical_govid 041013160815): all six Corrections
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# codes (E04, E05, F04, F05, G04, G05) report real, nonzero, non-aggregate
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# amounts in BOTH 2019 and 2020 -- genuinely nothing for any recipe to
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# fill, even at the finer per-code grain this refinement now checks.
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r <- cog_spending("041013160815", years = 2019:2020, category = "Corrections")
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prov <- attr(r, "provenance")
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expect_length(prov$suggestions, 0L)
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})
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Reference in New Issue
Block a user