feat: cog_geographic_rollup

Wraps cog_spending across a named list of state/county/city layers,
tagging each row with its `layer` and attaching a scope_note that
documents geographic-scope caveats (state totals are statewide, county
totals include areas outside a listed city, city proper excludes
special districts). Per-capita uses each layer's own population from
the canonical_fips_xwalk.

Provenance is inherited from cog_spending but rewritten to reflect
the outer verb (verb, call, layers).

Tests: 19 new / 99 total pass. devtools::check() 0E/0W/2N.
This commit is contained in:
2026-04-24 11:00:20 -04:00
parent c682e6547d
commit a6b53de2a7
4 changed files with 227 additions and 0 deletions
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# Generated by roxygen2: do not edit by hand # Generated by roxygen2: do not edit by hand
export(cog_explain) export(cog_explain)
export(cog_geographic_rollup)
export(cog_revenue) export(cog_revenue)
export(cog_spending) export(cog_spending)
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# R/rollup.R
#' Aggregate spending across state/county/city layers for a place
#'
#' Wraps [cog_spending()], tags each row with its layer, and attaches a
#' human-readable `scope_note` documenting geographic-scope caveats (e.g.
#' "county totals include areas outside the listed city"). Useful for
#' "place portraits" that compare a city to the surrounding county and
#' containing state on one set of axes.
#'
#' @param govids Named list with any non-empty subset of elements named
#' `state`, `county`, `city`. Each element is a character vector of
#' `canonical_govid` values. At least one layer required.
#' @param category Single category name or character vector (passed through
#' to [cog_spending()]).
#' @param years Integer vector of years.
#' @param per_capita If `TRUE`, per-capita uses each layer's own population
#' from `canonical_fips_xwalk.population_acs`.
#' @param adjust_to_year Integer base year for CPI-U conversion, or `NULL`.
#' @return Tibble with columns `year`, `layer`, `canonical_govid`, `gov_name`,
#' `spend_subtype`, `category`, `amt_nominal`, optional `amt_real` /
#' `amt_per_capita_nominal` / `amt_per_capita_real`, `codes_included`,
#' `aggregate_fallback`, `scope_note`, `notes`. Carries a `provenance`
#' attribute with `verb = "cog_geographic_rollup"` and `layers`.
#' @export
cog_geographic_rollup <- function(govids, category, years,
per_capita = FALSE, adjust_to_year = NULL) {
call <- match.call()
.validate_rollup_govids(govids)
layer_names <- names(govids)
all_govids <- unlist(govids, use.names = FALSE)
layer_map <- tibble::tibble(
canonical_govid = all_govids,
layer = rep(layer_names, lengths(govids))
)
r <- cog_spending(all_govids, years, category, per_capita, adjust_to_year)
r <- dplyr::left_join(r, layer_map, by = "canonical_govid",
relationship = "many-to-many")
r$scope_note <- .rollup_scope_note(r$layer)
r <- .reorder_rollup_cols(r)
prov <- attr(r, "provenance")
prov$verb <- "cog_geographic_rollup"
prov$call <- paste(deparse(call), collapse = " ")
prov$layers <- layer_names
attr(r, "provenance") <- prov
r
}
#' @noRd
.validate_rollup_govids <- function(govids) {
if (!is.list(govids) || is.data.frame(govids)) {
cli::cli_abort("`govids` must be a named list.")
}
if (length(govids) == 0L) {
cli::cli_abort("`govids` must have non-zero length (at least one layer).")
}
nms <- names(govids)
if (is.null(nms) || any(!nzchar(nms))) {
cli::cli_abort("`govids` must be fully named.")
}
bad <- setdiff(nms, c("state", "county", "city"))
if (length(bad) > 0L) {
cli::cli_abort(
"`govids` names must be one of 'state', 'county', 'city'. Got: {bad}."
)
}
if (any(lengths(govids) == 0L)) {
cli::cli_abort("Each layer in `govids` must be non-empty.")
}
invisible(TRUE)
}
#' @noRd
.rollup_scope_note <- function(layer) {
dplyr::case_when(
layer == "state" ~ "state total; not limited to geography served by listed city/county",
layer == "county" ~ "county totals include areas outside the listed city",
layer == "city" ~ "city proper only; excludes special districts in the same county",
TRUE ~ NA_character_
)
}
#' @noRd
.reorder_rollup_cols <- function(r) {
front <- c("year", "layer", "canonical_govid", "gov_name",
"spend_subtype", "category", "amt_nominal")
back <- c("codes_included", "aggregate_fallback", "scope_note", "notes")
middle <- setdiff(names(r), c(front, back))
desired <- c(front, middle, back)
r[, desired[desired %in% names(r)], drop = FALSE]
}
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% Generated by roxygen2: do not edit by hand
% Please edit documentation in R/rollup.R
\name{cog_geographic_rollup}
\alias{cog_geographic_rollup}
\title{Aggregate spending across state/county/city layers for a place}
\usage{
cog_geographic_rollup(
govids,
category,
years,
per_capita = FALSE,
adjust_to_year = NULL
)
}
\arguments{
\item{govids}{Named list with any non-empty subset of elements named
`state`, `county`, `city`. Each element is a character vector of
`canonical_govid` values. At least one layer required.}
\item{category}{Single category name or character vector (passed through
to [cog_spending()]).}
\item{years}{Integer vector of years.}
\item{per_capita}{If `TRUE`, per-capita uses each layer's own population
from `canonical_fips_xwalk.population_acs`.}
\item{adjust_to_year}{Integer base year for CPI-U conversion, or `NULL`.}
}
\value{
Tibble with columns `year`, `layer`, `canonical_govid`, `gov_name`,
`spend_subtype`, `category`, `amt_nominal`, optional `amt_real` /
`amt_per_capita_nominal` / `amt_per_capita_real`, `codes_included`,
`aggregate_fallback`, `scope_note`, `notes`. Carries a `provenance`
attribute with `verb = "cog_geographic_rollup"` and `layers`.
}
\description{
Wraps [cog_spending()], tags each row with its layer, and attaches a
human-readable `scope_note` documenting geographic-scope caveats (e.g.
"county totals include areas outside the listed city"). Useful for
"place portraits" that compare a city to the surrounding county and
containing state on one set of axes.
}
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test_that("cog_geographic_rollup aggregates state + county + city layers", {
skip_if_no_corpus()
r <- cog_geographic_rollup(
govids = list(
state = "100000000", # Florida state govt
county = "101006006", # Broward County
city = "102006004" # Fort Lauderdale City
),
category = "Police",
years = 2019:2020
)
expect_s3_class(r, "tbl_df")
expected_cols <- c("year", "layer", "canonical_govid", "gov_name",
"spend_subtype", "category", "amt_nominal",
"codes_included", "aggregate_fallback",
"scope_note", "notes")
expect_true(all(expected_cols %in% names(r)))
expect_setequal(unique(r$layer), c("state", "county", "city"))
expect_true(all(r$category == "Police"))
expect_true(all(r$year %in% 2019:2020))
})
test_that("cog_geographic_rollup respects per_capita + adjust_to_year", {
skip_if_no_corpus()
r <- cog_geographic_rollup(
govids = list(county = "101006006", city = "102006004"),
category = "Police",
years = 2020L,
per_capita = TRUE,
adjust_to_year = 2022L
)
expect_true(all(c("amt_nominal", "amt_real",
"amt_per_capita_nominal", "amt_per_capita_real") %in%
names(r)))
# Each layer's per-capita uses its own population: city pop < county pop,
# so per_capita_nominal for city rows should differ meaningfully from county.
city_pc <- r$amt_per_capita_nominal[r$layer == "city"]
cty_pc <- r$amt_per_capita_nominal[r$layer == "county"]
expect_true(length(city_pc) > 0L)
expect_true(length(cty_pc) > 0L)
})
test_that("cog_geographic_rollup scope_notes describe each layer", {
skip_if_no_corpus()
r <- cog_geographic_rollup(
govids = list(state = "100000000", county = "101006006",
city = "102006004"),
category = "Police", years = 2020L
)
state_notes <- unique(r$scope_note[r$layer == "state"])
expect_true(any(grepl("state total", state_notes)))
county_notes <- unique(r$scope_note[r$layer == "county"])
expect_true(any(grepl("county", county_notes)))
city_notes <- unique(r$scope_note[r$layer == "city"])
expect_true(any(grepl("city proper", city_notes)))
})
test_that("cog_geographic_rollup single-layer call works", {
skip_if_no_corpus()
r <- cog_geographic_rollup(
govids = list(county = c("101006006")),
category = "Corrections",
years = 2020L
)
expect_true(all(r$layer == "county"))
expect_gt(nrow(r), 0L)
})
test_that("cog_geographic_rollup provenance reports the outer verb", {
skip_if_no_corpus()
r <- cog_geographic_rollup(
govids = list(state = "100000000", county = "101006006"),
category = "Police", years = 2020L
)
prov <- attr(r, "provenance")
expect_equal(prov$verb, "cog_geographic_rollup")
expect_setequal(prov$layers, c("state", "county"))
expect_true(grepl("cog_geographic_rollup", prov$call))
})
test_that("cog_geographic_rollup rejects invalid inputs", {
expect_error(cog_geographic_rollup(list(), "Police", 2020L), "length")
expect_error(cog_geographic_rollup(c("101006006"), "Police", 2020L), "list")
expect_error(
cog_geographic_rollup(list(planet = "100000000"), "Police", 2020L),
"state|county|city"
)
})