fix: scope all-categories suggestion candidates by subtype, not category (finding 6)
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.build_suggestions()'s recipe-candidate sub-select was keyed on
`WHERE category IN (<category>)`. The reserved pseudo-category
"All Categories" is never itself a row in summary_categories.category, so
in all-categories mode `candidates` always came back empty and coverage
signposting (uscogdata#9) was structurally impossible for the one mode
whose entire premise is "you cannot sum the wrong scope" -- measured on
Los Angeles County FY2011: category = "Public Welfare" reports 2
suggestions (incl. $271,589,000 excluded E68), category = "All Categories"
reported 0, silently losing that same signal.

Apply the branch's own design principle: the concept boundary is subtype,
not category. .build_suggestions() now accepts all_categories/subtype_col/
subtype_scope (all optional, default off, so no other caller's behaviour
changes) and, when all-categories mode is active, scopes the candidate
sub-select by `<subtype_col> IN (<subtype_scope>)` instead -- symmetric
with .build_verb_sql()'s own WHERE predicate. The M/L recipe exclusion and
the is.null(category) early return are unchanged.

After the fix, LA County FY2011 "All Categories" reports 5 suggestions,
including welfare_cash_e68_wide for the exact $271,589,000 gap.

Adds two covering tests to test-all-categories.R using the bundled fixture
(AL state gov, FY2011, "Corrections"): one end-to-end (per-category and
all-categories both signpost the same recipe) and one direct on
.build_suggestions() proving the subtype-vs-category branch is what
changes the query. Updates the 0.2.0 NEWS entry.
This commit is contained in:
2026-08-05 12:38:12 -04:00
parent a5f86d87b3
commit 498950afa6
4 changed files with 139 additions and 4 deletions
+76
View File
@@ -189,3 +189,79 @@ test_that('expenditure_concept_direct_suppressed is NA, not FALSE, when categori
prov_by_cat <- cog_explain(t_by_cat, format = "list")
expect_false(is.na(prov_by_cat$expenditure_concept_direct_suppressed))
})
test_that('"All Categories" still signposts coverage gaps (finding 6, final whole-branch review)', {
# .build_suggestions()'s candidate sub-select used to be keyed on
# `category`, e.g. `WHERE category IN ('All Categories')`. Since
# .ALL_CATEGORIES is never itself a row in summary_categories.category,
# that sub-select always came back empty in all-categories mode, so
# `candidates` was empty and .build_suggestions() short-circuited to
# list() -- coverage signposting was structurally impossible for the one
# mode whose whole selling point is "you cannot sum the wrong scope"
# (uscogdata#9's entire point, silently defeated).
#
# AL state government, FY2011, category = "Corrections": this category has
# no legacy leaf rows in FY2011 (aggregate-flagged E04/E05 family), so the
# per-category query returns 0 rows and 3 recipe-hint suggestions fire
# (empty_year path). All-categories mode does not have an empty year --
# the government has other primary spending in FY2011 -- but the same
# suppressed Corrections dollars are still excluded from the summed total,
# so the fix (scoping the candidate sub-select by subtype_col/subtype_scope
# instead of by category, symmetric with .build_verb_sql()) must still
# surface them via the suppressed_component path.
gov <- "010000226085"
by_cat <- suppressMessages(cog_spending(gov, 2011L, category = "Corrections"))
sugg_by_cat <- cog_explain(by_cat, format = "list")$suggestions
expect_gt(length(sugg_by_cat), 0L)
all_cat <- suppressMessages(cog_spending(gov, 2011L, category = "All Categories"))
sugg_all_cat <- cog_explain(all_cat, format = "list")$suggestions
expect_gt(length(sugg_all_cat), 0L)
# The same Corrections recipe that fired per-category must also fire in
# all-categories mode -- not just some unrelated recipe.
ids_by_cat <- vapply(sugg_by_cat, function(s) s$recipe_id %||% "", character(1))
ids_all_cat <- vapply(sugg_all_cat, function(s) s$recipe_id %||% "", character(1))
expect_true("corrections_combined" %in% ids_by_cat)
expect_true("corrections_combined" %in% ids_all_cat)
# In all-categories mode the government DOES have other primary spending
# in FY2011 (the year itself is not a gap), so the suggestion can only have
# fired via the suppressed_component path, not empty_year.
corr_all <- sugg_all_cat[[which(ids_all_cat == "corrections_combined")]]
expect_identical(corr_all$trigger, "suppressed_component")
expect_gt(corr_all$suppressed_amount, 0)
})
test_that('"All Categories" candidate scoping is symmetric with .build_verb_sql() -- subtype, not category', {
# Direct assertion on the mechanism itself (finding 6): in all-categories
# mode .build_suggestions() must scope its candidate recipe sub-select by
# subtype_col/subtype_scope, not by the literal "All Categories" value.
# Passing all_categories = FALSE with the identical category value proves
# the branch -- not merely the subtype_col/subtype_scope arguments' mere
# presence -- is what changes the query.
con <- uscogdata:::.ensure_session()
none <- uscogdata:::.build_suggestions(
con, govid = "010000226085", years = 2011L,
category = "All Categories", result = NULL, basis = "harmonized",
flow_prefixes = c("E", "F", "G"),
long_view = "spending_long_harmonized",
all_categories = FALSE,
subtype_col = "spend_subtype",
subtype_scope = c("operations", "capital", "assistance")
)
expect_length(none, 0L)
scoped <- uscogdata:::.build_suggestions(
con, govid = "010000226085", years = 2011L,
category = "All Categories", result = NULL, basis = "harmonized",
flow_prefixes = c("E", "F", "G"),
long_view = "spending_long_harmonized",
all_categories = TRUE,
subtype_col = "spend_subtype",
subtype_scope = c("operations", "capital", "assistance")
)
expect_gt(length(scoped), 0L)
})