feat: cog_categories

Discovery verb over the summary_categories view, grouped one row per
(category, subtype). Parallels cog_gov_search: analysts use it to
find the valid `category` values to pass into cog_spending(),
cog_revenue(), cog_geographic_rollup().

Columns: category, category_type, subtype, n_codes, item_codes
(comma-separated, alphabetical). Optional filters:

  type    = NULL | "spending" | "revenue"
  pattern = regex matched case-insensitively on category

The user-facing "spending" alias is translated internally to the
corpus-native "expenditure" so callers don't have to learn Census
vocabulary, while the returned category_type column preserves the
native value for auditability.

Also: fix @noRd placement in session.R so devtools::document() stops
warning.

Tests: +16 new / 181 total pass. check 0E/0W/0N.
This commit is contained in:
2026-04-24 18:15:26 -04:00
parent a778d790d8
commit 488d03d74b
5 changed files with 161 additions and 10 deletions
+60
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@@ -0,0 +1,60 @@
# R/categories.R
#' List available spending / revenue categories
#'
#' Returns the category taxonomy exposed by the corpus's
#' `summary_categories` view, grouped to one row per
#' `(category, subtype)` pair. Use this to discover valid `category`
#' values for [cog_spending()] / [cog_revenue()] /
#' [cog_geographic_rollup()] and to audit which Census item codes feed
#' each category.
#'
#' @param type Either `NULL` (default, return both spending and revenue
#' rows), `"spending"`, or `"revenue"`.
#' @param pattern Optional regex matched case-insensitively against the
#' `category` column (e.g. `"Police"` or `"Tax"`).
#' @return Tibble with columns `category`, `category_type`, `subtype`,
#' `n_codes`, `item_codes` (comma-separated, alphabetical). Sorted by
#' `category_type`, `category`, `subtype`.
#' @export
cog_categories <- function(type = NULL, pattern = NULL) {
if (!is.null(type)) {
if (!is.character(type) || length(type) != 1L ||
!type %in% c("spending", "revenue")) {
cli::cli_abort('`type` must be NULL, "spending", or "revenue".')
}
}
if (!is.null(pattern) &&
(!is.character(pattern) || length(pattern) != 1L)) {
cli::cli_abort("`pattern` must be a length-1 character string or NULL.")
}
con <- .ensure_session()
preds <- character(0)
if (!is.null(type)) {
# Translate user-facing "spending" to the corpus's native "expenditure"
# value so callers don't have to learn Census vocabulary. "revenue" is
# the same in both.
db_type <- if (type == "spending") "expenditure" else type
preds <- c(preds, sprintf("category_type = %s", .sql_lit_chr(db_type)))
}
if (!is.null(pattern)) {
preds <- c(preds,
sprintf("regexp_matches(category, %s, 'i')",
.sql_lit_chr(pattern)))
}
where <- if (length(preds) == 0L) "" else paste("WHERE", paste(preds, collapse = " AND "))
sql <- paste(
"SELECT category, category_type,
COALESCE(spend_subtype, revenue_subtype) AS subtype,
COUNT(DISTINCT item_code) AS n_codes,
string_agg(DISTINCT item_code, ',' ORDER BY item_code) AS item_codes
FROM summary_categories",
where,
"GROUP BY category, category_type, subtype
ORDER BY category_type, category, subtype"
)
tibble::as_tibble(DBI::dbGetQuery(con, sql))
}
+10 -10
View File
@@ -33,13 +33,13 @@ cog_open <- function(url = .resolve_url(),
.uscogdata_env$con
}
# Coerce an input to a character vector of canonical_govid values.
# Accepts either a character vector (returned as-is after `as.character`)
# or a data.frame / tibble with a `canonical_govid` column (such as the
# output of cog_gov_search() or cog_find_peers()) — in that case the
# column is extracted so results from discovery verbs can pipe directly
# into the query verbs.
#' @noRd
#' Coerce an input to a character vector of canonical_govid values.
#' Accepts either a character vector (returned as-is after `as.character`)
#' or a data.frame / tibble with a `canonical_govid` column (such as the
#' output of [cog_gov_search()] or [cog_find_peers()]) — in that case the
#' column is extracted so results from discovery verbs can pipe directly
#' into the query verbs.
.coerce_govid_input <- function(x, arg = "govid") {
if (is.data.frame(x)) {
if (!"canonical_govid" %in% names(x)) {
@@ -58,11 +58,11 @@ cog_open <- function(url = .resolve_url(),
as.character(x)
}
# Check which of the supplied govids exist in canonical_fips_xwalk.
# Emits a cli message listing any missing ones alongside a pointer to the
# v0.1 scope explanation; returns both sets so callers can attach them to
# provenance.
#' @noRd
#' Check which of the supplied govids exist in canonical_fips_xwalk.
#' Emits a cli message listing any missing ones alongside a pointer to the
#' v0.1 scope explanation; returns both sets so callers can attach them to
#' provenance.
.check_govids_in_scope <- function(govids) {
govids <- unique(as.character(govids))
if (length(govids) == 0L) return(list(found = character(0), missing = character(0)))