feat: cog_recipes + recipe= + signposting suggestions

Adds cog_recipes() to list the curated harmonization_recipes catalog (24
recipes / schema_version >= 5), and a recipe= argument on cog_spending()/
cog_revenue() that runs a recipe's generic multi-code join instead of the
category view: SUM(amt * weight) across whichever component codes are
present for a (year, canonical_govid), scoped by gov_type_scope. The join
deliberately does not filter is_aggregate -- the wide era (<= 2011) exposes
these split families (corrections 04+05, IG *89/*47, U4- rents, etc.) ONLY
as aggregate rows, with leaf codes first appearing in 2012, so excluding
aggregates would zero out the wide-era half of every recipe. This is safe
by corpus construction: wide-era rows are aggregate-only, modern rows are
leaf-only, and every component is year-scoped, so there is no
double-counting. recipe= is mutually exclusive with category=; the result's
subtype column reads "recipe" and category reads the recipe's label.

Adds recipe-component-driven signposting: when a basis="harmonized" +
category query comes back with zero rows in a requested year, and a
harmonization recipe covering that category would actually produce rows
for this government in that year (via the same join .run_recipe() uses),
the recipe is surfaced in provenance$suggestions plus one
cli::cli_inform() message. This is deliberately keyed off recipe
components rather than harmonization_map's suggested_recipe_id column
(which is empty on every live row -- the wide era's split families are
NA-by-construction via aggregate exclusion, not an NA ruling to hang a
suggestion off of).

Also populates the previously-always-empty provenance$series_break_refs
(schema v5 only: series_breaks_pq rows whose fin_code is among the
observed codes and whose break_year falls in the requested span), and
extends cog_explain() with Basis/Harmonization/Recipe/Suggestions/Series
breaks sections.
This commit is contained in:
2026-07-18 23:33:02 -04:00
parent 7818cd2b1a
commit 4de915b557
15 changed files with 751 additions and 16 deletions
+57 -10
View File
@@ -29,6 +29,12 @@
#' tables), `basis` silently resolves to `"raw"` when left at its default
#' and the resolution is recorded in the provenance; explicitly passing
#' `basis = "harmonized"` on such a corpus aborts.
#' @param recipe Optional harmonization recipe id (see [cog_recipes()]) for
#' multi-code cross-vintage series that a 1:1 harmonized_code mapping
#' can't express (e.g. a wide-era aggregate that only splits into leaf
#' codes in the modern era). Mutually exclusive with `category`. The
#' result's subtype column reads `"recipe"` and `category` reads the
#' recipe's label. Requires `schema_version >= 5`.
#' @return Tibble with columns `year`, `canonical_govid`, `gov_name`,
#' `spend_subtype`, `category`, `amt_nominal`, optional `amt_real`,
#' optional `amt_per_capita_nominal`, optional `amt_per_capita_real`,
@@ -37,7 +43,7 @@
#' @export
cog_spending <- function(govid, years, category = NULL,
per_capita = FALSE, adjust_to_year = NULL,
basis = c("harmonized", "raw")) {
basis = c("harmonized", "raw"), recipe = NULL) {
.verb_spendrev(
verb = "cog_spending",
view_base = "spending_annotated",
@@ -49,7 +55,8 @@ cog_spending <- function(govid, years, category = NULL,
category = category,
per_capita = per_capita,
adjust_to_year = adjust_to_year,
basis = basis
basis = basis,
recipe = recipe
)
}
@@ -57,12 +64,13 @@ cog_spending <- function(govid, years, category = NULL,
.verb_spendrev <- function(verb, view_base, subtype_col, flow_prefixes, call,
govid, years, category,
per_capita, adjust_to_year,
basis = c("harmonized", "raw")) {
basis = c("harmonized", "raw"), recipe = NULL) {
basis_explicit <- length(basis) == 1L
basis <- match.arg(basis, c("harmonized", "raw"))
govid <- .coerce_govid_input(govid, arg = "govid")
.validate_verb_inputs(govid, years, category, per_capita, adjust_to_year)
.validate_verb_inputs(govid, years, category, per_capita, adjust_to_year,
recipe)
years <- as.integer(years)
if (!is.null(adjust_to_year)) adjust_to_year <- as.integer(adjust_to_year)
@@ -73,9 +81,26 @@ cog_spending <- function(govid, years, category = NULL,
resolved <- .resolve_basis(basis, basis_explicit, manifest)
view <- .select_view(view_base, resolved$basis)
sql <- .build_verb_sql(view, subtype_col, govid, years, category)
result <- tibble::as_tibble(DBI::dbGetQuery(con, sql))
recipe_block <- NULL
category_for_prov <- category
if (!is.null(recipe)) {
.require_schema_v5(con, manifest, "recipe =")
.validate_recipe_id(con, recipe)
comps <- .recipe_components(con, recipe)
recipe_label <- comps$label[[1]]
result <- .run_recipe(con, recipe, govid, years)
sql <- attr(result, "sql_query")
result <- .shape_recipe_result(result, subtype_col, recipe_label)
recipe_block <- list(
recipe_id = recipe, label = recipe_label,
components = .df_to_row_list(comps)
)
category_for_prov <- recipe_label
} else {
view <- .select_view(view_base, resolved$basis)
sql <- .build_verb_sql(view, subtype_col, govid, years, category)
result <- tibble::as_tibble(DBI::dbGetQuery(con, sql))
}
if (per_capita) result <- .attach_per_capita(result, con, govid)
if (!is.null(adjust_to_year)) {
@@ -88,12 +113,18 @@ cog_spending <- function(govid, years, category = NULL,
con, govid, years, resolved, flow_prefixes
)
suggestions <- if (is.null(recipe)) {
.build_suggestions(con, govid, years, category, result, resolved$basis)
} else {
list()
}
prov <- .build_provenance(
verb = verb,
call = call,
govid = govid,
years = years,
category = category,
category = category_for_prov,
per_capita = per_capita,
adjust_to_year = adjust_to_year,
result = result,
@@ -101,18 +132,23 @@ cog_spending <- function(govid, years, category = NULL,
subtype_col = subtype_col,
basis = resolved$basis,
basis_note = resolved$note,
harmonization = harmonization
harmonization = harmonization,
recipe = recipe_block,
suggestions = suggestions
)
prov$scope$govids_found <- scope$found
prov$scope$govids_missing <- scope$missing
attr(result, "provenance") <- prov
attr(result, ".popyear_range") <- NULL
if (length(suggestions) > 0L) .inform_suggestions(suggestions)
result
}
#' @noRd
.validate_verb_inputs <- function(govid, years, category,
per_capita, adjust_to_year) {
per_capita, adjust_to_year, recipe = NULL) {
if (!is.character(govid) || length(govid) == 0L) {
cli::cli_abort("`govid` must be a non-empty character vector.")
}
@@ -131,6 +167,17 @@ cog_spending <- function(govid, years, category = NULL,
cli::cli_abort("`adjust_to_year` must be NULL or a length-1 integer.")
}
}
if (!is.null(recipe)) {
if (!is.character(recipe) || length(recipe) != 1L) {
cli::cli_abort("`recipe` must be NULL or a length-1 character string.")
}
if (!is.null(category)) {
cli::cli_abort(c(
"`recipe` and `category` are mutually exclusive.",
i = "Pass one or the other, not both."
), class = "uscogdata_recipe_category_conflict")
}
}
invisible(TRUE)
}