docs: document cog_balances() and correct stale CLAUDE.md claims (#25)

Adds the NEWS entry, a Financial data pkgdown reference section (none
existed for cog_spending/cog_revenue), and corrects CLAUDE.md's SQL-layer
claim, view count, test count and fixture-year description against
measured values. Also documents balance_caveats in
inst/schemas/provenance-v1.json (test-first: added a schema-documentation
test to test-balances.R, confirmed it failed, then fixed the schema) and
fleshes out cog_balances()'s @return roxygen to enumerate its conditional
columns, regenerating man/cog_balances.Rd.
This commit is contained in:
2026-08-03 11:02:16 -04:00
parent 724b6bd58b
commit b03f095e49
7 changed files with 92 additions and 13 deletions
+10
View File
@@ -53,6 +53,16 @@
"items": { "type": "string" },
"description": "Ids of catalogued series breaks whose fin_code is the literal 'ALL' -- caveats about the corpus as a whole (dollar precision across 1976/1977, imputation exclusion from 2002, the dense -> sparse representation change at 2012, the government id scheme change at 2017) rather than about one item code. Selected on the break_year window alone, so they do not depend on which codes a result contains. Disjoint from series_break_refs by construction: an entry qualifies the whole result, not one series."
},
"balance_caveats": {
"type": ["object", "null"],
"description": "Present only on cog_balances() results (null/absent for cog_spending()/cog_revenue()). `not_gaap` is always TRUE and `not_gaap_note` explains that Census holdings are gross -- no liabilities are netted -- so they are NOT comparable to a GAAP fund balance. `coverage_window` maps each observed balance_subtype to its measured [min year, max year] in the mounted corpus (never hardcoded). `truncated` lists the subtypes whose coverage_window does not fully span the requested years.",
"properties": {
"not_gaap": { "type": "boolean" },
"not_gaap_note": { "type": "string" },
"coverage_window": { "type": "object" },
"truncated": { "type": "array", "items": { "type": "string" } }
}
},
"manifest": { "type": "object" },
"sql_query": { "type": "string" }
}