Merge pull request 'feat(search): basket mode for cog_gov_search()' (#1) from feat/cog-gov-search-basket-mode into main

NAMESPACE

@@ -1,5 +1,7 @@
 # Generated by roxygen2: do not edit by hand
 
+export(cog_basket_resolution)
+export(cog_basket_unresolved)
 export(cog_categories)
 export(cog_explain)
 export(cog_find_peers)

NEWS.md

@@ -0,0 +1,21 @@
+# uscogdata 0.1.0 (development)
+
+## New features
+
+* `cog_gov_search()` gains a **basket mode**: passing vector `name`
+  / `state` / `type` arguments resolves multiple place names in one
+  call and returns a tibble of canonical rows in input order, ready
+  to pipe into `cog_spending()` / `cog_revenue()`. Per-row resolution
+  follows an exact-then-substring matching algorithm with deterministic
+  disambiguation; ambiguous and missing entries are surfaced via a
+  sidecar audit tibble plus a single console summary message.
+* New exports `cog_basket_resolution()` and `cog_basket_unresolved()`
+  expose the basket sidecar for iterative query refinement.
+
+## Breaking changes
+
+* The first formal of `cog_gov_search()` was renamed from `pattern`
+  to `name`. All existing call sites in `cog_explorer/` and the
+  package itself use positional first-arg, so this rename is
+  non-breaking in practice. Callers that pass `pattern = ...` by name
+  must update to `name = ...`.

R/basket.R

@@ -0,0 +1,138 @@
+# R/basket.R
+#
+# Internals supporting the basket-mode sidecar (constructed in
+# .resolve_basket() — see R/search.R) plus the user-facing accessors
+# cog_basket_resolution() and cog_basket_unresolved() (added in a
+# later step).
+
+# Build the sidecar tibble. One row per input; carries query_*, status,
+# match_method, canonical_govid, gov_name, n_candidates, and a list-col
+# `candidates` of full-schema match-candidate tibbles.
+#' @noRd
+.build_sidecar <- function(args, resolved) {
+  type_label <- unname(vapply(args$type, function(t) {
+    if (is.na(t)) NA_character_ else .type_to_label(t)
+  }, character(1)))
+
+  status <- vapply(resolved, `[[`, character(1), "status")
+  method <- vapply(resolved, `[[`, character(1), "match_method")
+  ncand  <- vapply(resolved, `[[`, integer(1),  "n_candidates")
+  govid  <- vapply(resolved, function(r) {
+    if (nrow(r$row) == 0L) NA_character_ else r$row$canonical_govid[1L]
+  }, character(1))
+  gname  <- vapply(resolved, function(r) {
+    if (nrow(r$row) == 0L) NA_character_ else r$row$gov_name[1L]
+  }, character(1))
+  cands  <- lapply(resolved, `[[`, "candidates")
+
+  tibble::tibble(
+    query_name      = args$name,
+    query_state     = args$state,
+    query_type      = type_label,
+    status          = status,
+    match_method    = method,
+    canonical_govid = govid,
+    gov_name        = gname,
+    n_candidates    = ncand,
+    candidates      = cands
+  )
+}
+
+# Convert a type input (integer-like or label) into the canonical label
+# string used in the sidecar query_type column. Excluded types (4/5 /
+# special_district / school_district) are returned as-is so the sidecar
+# records what the user passed without calling .coerce_type() (which aborts).
+#' @noRd
+.type_to_label <- function(type) {
+  if (.is_excluded_type(type)) return(as.character(type))
+  int_type <- .coerce_type(type)
+  unname(c("0" = "state", "1" = "county", "2" = "city", "3" = "township")[[as.character(int_type)]])
+}
+
+# Single post-resolution summary message. Silent on clean baskets;
+# emits one cli_inform with two-line body otherwise.
+#' @noRd
+.basket_summary_message <- function(sidecar) {
+  status     <- sidecar$status
+  n_input    <- length(status)
+  n_basket   <- sum(status %in% c("resolved", "largest_pop"))
+  n_amb      <- sum(status == "ambiguous")
+  n_nm       <- sum(status == "no_match")
+  n_lp       <- sum(status == "largest_pop")
+
+  if (n_amb == 0L && n_nm == 0L && n_lp == 0L) return(invisible(NULL))
+
+  parts <- c(
+    if (n_amb > 0L) sprintf("%d ambiguous", n_amb),
+    if (n_nm  > 0L) sprintf("%d with no match", n_nm),
+    if (n_lp  > 0L) sprintf("%d used largest-population fallback", n_lp)
+  )
+
+  cli::cli_inform(c(
+    i = sprintf("Basket resolved %d of %d entries.", n_basket, n_input),
+    i = paste(parts, collapse = ", "),
+    i = "Inspect with `cog_basket_resolution(result)` or filter to problem rows with `cog_basket_unresolved(result)`."
+  ))
+  invisible(NULL)
+}
+
+#' Inspect basket-mode resolution sidecar
+#'
+#' Returns the resolution tibble attached to a basket-mode result of
+#' [cog_gov_search()]. One row per input entry; `status` is one of
+#' `"resolved"`, `"largest_pop"`, `"ambiguous"`, `"no_match"`. By default
+#' the `candidates` list-column is dropped for readable printing; pass
+#' `expand_candidates = TRUE` to keep it.
+#'
+#' @param x A tibble returned by basket-mode [cog_gov_search()].
+#' @param expand_candidates Logical. If `TRUE`, keeps the `candidates`
+#'   list-column (full-schema match candidates per input row). Default
+#'   `FALSE`.
+#' @return A tibble with the resolution audit trail.
+#' @examples
+#' \dontrun{
+#' basket <- cog_gov_search(
+#'   name  = c("Broward", "San Diego", "Notarealplace"),
+#'   state = c("FL",      "CA",        "NY")
+#' )
+#' cog_basket_resolution(basket)
+#' cog_basket_resolution(basket, expand_candidates = TRUE)
+#' }
+#' @export
+cog_basket_resolution <- function(x, expand_candidates = FALSE) {
+  res <- attr(x, "resolution")
+  if (is.null(res)) {
+    cli::cli_abort(c(
+      "`x` has no resolution attribute.",
+      i = "Pass the result of basket-mode `cog_gov_search()` (length(name) > 1).",
+      i = "Single-name (utility) results do not carry a sidecar."
+    ))
+  }
+  if (!isTRUE(expand_candidates)) {
+    res$candidates <- NULL
+  }
+  res
+}
+
+#' Filter a basket resolution to unresolved rows
+#'
+#' Convenience wrapper that returns just the rows where `status` is
+#' `"ambiguous"` or `"no_match"` — the ones the user likely wants to
+#' refine before piping into a query verb. The `candidates` list-column
+#' is preserved so the user can drill into ambiguous match sets.
+#'
+#' @param x A tibble returned by basket-mode [cog_gov_search()].
+#' @return A tibble (subset of [cog_basket_resolution()]).
+#' @examples
+#' \dontrun{
+#' basket <- cog_gov_search(
+#'   name  = c("Broward", "San Diego", "Notarealplace"),
+#'   state = c("FL",      "CA",        "NY")
+#' )
+#' cog_basket_unresolved(basket)
+#' }
+#' @export
+cog_basket_unresolved <- function(x) {
+  res <- cog_basket_resolution(x, expand_candidates = TRUE)
+  res[res$status %in% c("ambiguous", "no_match"), , drop = FALSE]
+}

R/search.R

@@ -2,40 +2,105 @@
 
 #' Search for governments by name, state, and/or type
 #'
-#' Returns rows from `canonical_fips_xwalk` matching the supplied filters.
-#' Intended as the entry point users call to resolve a human-readable place
-#' name into one or more `canonical_govid` values before calling
-#' [cog_spending()] / [cog_revenue()] / etc.
+#' Resolves human-readable place names into rows of `canonical_fips_xwalk`,
+#' the cross-vintage canonical-government registry. Operates in two modes:
 #'
-#' @param pattern Character regex matched case-insensitively against
-#'   `gov_name`. `NULL` (default) means no name filter.
-#' @param state Either a 2-letter USPS abbreviation (e.g. `"FL"`), a FIPS
-#'   integer (e.g. `12`), or `NULL`.
-#' @param type Government type: an integer in `0:3` or one of `"state"`,
-#'   `"county"`, `"city"`, `"township"`. Passing `4`, `5`,
-#'   `"special_district"`, or `"school_district"` emits an explanatory
-#'   message and returns an empty tibble (v0.1 corpus excludes those types).
-#' @return Tibble from `canonical_fips_xwalk` sorted by `population_acs`
-#'   descending (`NULL`s last).
+#' * **Utility mode** (single `name`, the original behavior): returns all
+#'   rows whose `gov_name` matches the regex case-insensitively, sorted by
+#'   `population_acs` descending. Useful for exploratory lookups.
+#' * **Basket mode** (`length(name) > 1`): resolves each input row to a
+#'   single canonical govid and returns a tibble in input order, suitable
+#'   for piping straight into [cog_spending()] / [cog_revenue()] /
+#'   [cog_geographic_rollup()]. Carries an audit sidecar accessible via
+#'   [cog_basket_resolution()] / [cog_basket_unresolved()].
+#'
+#' @details
+#' **Basket-mode resolution algorithm** (per input row):
+#' 1. Filter `canonical_fips_xwalk` by `state` and (if non-NA) `type`.
+#' 2. **Exact pass:** case-insensitive equality against `gov_name`.
+#'    Single hit -> resolved. Multiple -> step 4.
+#' 3. **Substring fallback:** case-insensitive regex against `gov_name`.
+#'    Single hit -> resolved (`match_method = "substring"`). Zero hits ->
+#'    `status = "no_match"`. Multiple hits -> step 4.
+#' 4. **Disambiguation:** if matches share one `govs_type`, pick the
+#'    largest-population row (`status = "largest_pop"`). If they span >=2
+#'    types, no row is added (`status = "ambiguous"`); the user should
+#'    re-run with `type` specified.
+#'
+#' Resolved rows form the returned tibble in input order. Unresolved
+#' inputs (`ambiguous` / `no_match`) appear only in the sidecar.
+#'
+#' @param name Character vector of place name(s). Length 1 = utility mode;
+#'   length >1 = basket mode.
+#' @param state 2-letter USPS abbreviation (e.g. `"FL"`), FIPS integer
+#'   (e.g. `12`), or `NULL`. In basket mode, length 1 recycles across
+#'   all entries; otherwise must match `length(name)`.
+#' @param type Government type: integer in `0:3` or one of `"state"`,
+#'   `"county"`, `"city"`, `"township"`, or `NA`/`NULL`. Per-row optional
+#'   in basket mode (recycles from length 1). Excluded types `4`/`5` (or
+#'   `"special_district"` / `"school_district"`) trigger an explanatory
+#'   message and an empty result.
+#' @return A tibble of `canonical_fips_xwalk` rows. In utility mode, all
+#'   matches sorted by `population_acs` desc. In basket mode, resolved
+#'   rows in input order, with `attr(., "resolution")` set to the
+#'   sidecar tibble.
+#' @seealso [cog_basket_resolution()], [cog_basket_unresolved()],
+#'   [cog_spending()], [cog_revenue()].
+#' @examples
+#' \dontrun{
+#' # Utility mode — exploratory regex lookup
+#' cog_gov_search("broward", state = "FL")
+#'
+#' # Basket mode — resolve a known cohort
+#' basket <- cog_gov_search(
+#'   name  = c("BROWARD COUNTY", "SAN DIEGO CITY", "AUSTIN CITY"),
+#'   state = c("FL",             "CA",             "TX")
+#' )
+#' basket
+#'
+#' # Inspect resolution audit
+#' cog_basket_resolution(basket)
+#'
+#' # Pipe into a spending query
+#' library(dplyr)
+#' basket |> cog_spending(years = 2019:2020, category = "Police")
+#'
+#' # Iteratively refine ambiguous matches
+#' partial <- cog_gov_search(
+#'   name  = c("Broward", "San Diego"),  # San Diego is ambiguous
+#'   state = c("FL",      "CA")
+#' )
+#' cog_basket_unresolved(partial)
+#' refined <- cog_gov_search(
+#'   name  = c("Broward", "San Diego"),
+#'   state = c("FL",      "CA"),
+#'   type  = c(NA,        "city")  # disambiguate
+#' )
+#' }
 #' @export
-cog_gov_search <- function(pattern = NULL, state = NULL, type = NULL) {
-  if (!is.null(type) && .is_excluded_type(type)) {
+cog_gov_search <- function(name = NULL, state = NULL, type = NULL) {
+  if (!is.null(type) && length(type) == 1L && .is_excluded_type(type)) {
     cli::cli_inform(c(
       i = "v0.1 covers gov_types 0-3 (state/county/city/township) only.",
       i = "Types 4 (special districts) and 5 (school districts) are excluded; see vignette('coverage-scope')."
     ))
     return(.empty_xwalk_tibble())
   }
+
   con <- .ensure_session()
 
+  if (length(name) > 1L) {
+    return(.resolve_basket(name = name, state = state, type = type, con = con))
+  }
+
   preds <- character(0)
-  if (!is.null(pattern)) {
-    if (!is.character(pattern) || length(pattern) != 1L) {
-      cli::cli_abort("`pattern` must be a length-1 character string.")
+  if (!is.null(name)) {
+    if (!is.character(name) || length(name) != 1L) {
+      cli::cli_abort("`name` must be a length-1 character string.")
     }
     preds <- c(preds,
                sprintf("regexp_matches(gov_name, %s, 'i')",
-                       .sql_lit_chr(pattern)))
+                       .sql_lit_chr(name)))
   }
   if (!is.null(state)) {
     st_fips <- .coerce_state_to_fips(state)
@@ -67,6 +132,14 @@ cog_gov_search <- function(pattern = NULL, state = NULL, type = NULL) {
   )
 }
 
+#' @noRd
+.escape_regex <- function(x) {
+  # Backslash-escape POSIX regex metacharacters so `name` is treated as a
+  # literal substring in the DuckDB regexp_matches call (substring fallback
+  # only; utility-mode intentionally preserves regex behavior).
+  gsub("([\\^$.|?*+(){}\\[\\]])", "\\\\\\1", x, perl = TRUE)
+}
+
 #' @noRd
 .is_excluded_type <- function(type) {
   excluded <- c("4", "5", "special_district", "school_district")
@@ -120,3 +193,189 @@ cog_gov_search <- function(pattern = NULL, state = NULL, type = NULL) {
   WV = "54", WI = "55", WY = "56",
   AS = "60", GU = "66", MP = "69", PR = "72", VI = "78"
 )
+
+# Validate basket-mode inputs. Returns a list with normalized character
+# vectors `name`, `state`, `type`, all of length n = length(name).
+# `state` and `type` of length 1 are recycled; lengths must be 1 or n
+# otherwise. NULL state/type become a vector of NA_character_.
+#' @noRd
+.validate_basket_args <- function(name, state, type) {
+  if (!is.character(name)) {
+    cli::cli_abort("`name` must be a character vector.")
+  }
+  n <- length(name)
+
+  state_norm <- if (is.null(state)) {
+    rep(NA_character_, n)
+  } else if (length(state) == 1L) {
+    rep(as.character(state), n)
+  } else if (length(state) == n) {
+    as.character(state)
+  } else {
+    cli::cli_abort(
+      "`state` must be length 1 or {n} (length of `name`); got {length(state)}."
+    )
+  }
+
+  type_norm <- if (is.null(type)) {
+    rep(NA_character_, n)
+  } else if (length(type) == 1L) {
+    rep(as.character(type), n)
+  } else if (length(type) == n) {
+    as.character(type)
+  } else {
+    cli::cli_abort(
+      "`type` must be length 1 or {n} (length of `name`); got {length(type)}."
+    )
+  }
+
+  list(name = name, state = state_norm, type = type_norm)
+}
+
+# Resolve a single basket-mode input row. Returns a list with components:
+#   status        : "resolved" | "largest_pop" | "ambiguous" | "no_match"
+#   match_method  : "exact" | "substring" | NA_character_
+#   n_candidates  : int
+#   row           : tibble (single resolved row, or 0-row tibble for unresolved)
+#   candidates    : tibble (all rows that matched, for sidecar)
+# Internal use only; takes an active DuckDB connection to reuse the session.
+#' @noRd
+.resolve_basket_row <- function(name, state, type, con) {
+  # Short-circuit: empty/whitespace name -> no_match without SQL.
+  if (!nzchar(trimws(name))) {
+    empty <- .empty_xwalk_tibble()
+    return(list(
+      status       = "no_match",
+      match_method = NA_character_,
+      n_candidates = 0L,
+      row          = empty,
+      candidates   = empty
+    ))
+  }
+
+  # Short-circuit: excluded type (4/5 / special_district / school_district)
+  # -> no_match without SQL, preserving soft-fail contract.
+  if (!is.na(type) && .is_excluded_type(type)) {
+    empty <- .empty_xwalk_tibble()
+    return(list(
+      status       = "no_match",
+      match_method = NA_character_,
+      n_candidates = 0L,
+      row          = empty,
+      candidates   = empty
+    ))
+  }
+
+  preds <- character(0)
+  if (!is.na(state)) {
+    st_fips <- .coerce_state_to_fips(state)
+    preds <- c(preds, sprintf("fips_state = %s", .sql_lit_chr(st_fips)))
+  }
+  if (!is.na(type)) {
+    int_type <- .coerce_type(type)
+    preds <- c(preds, sprintf("govs_type = %d", int_type))
+  }
+  base_where <- if (length(preds) == 0L) "" else paste("WHERE", paste(preds, collapse = " AND "))
+  conj <- if (nzchar(base_where)) "AND" else "WHERE"
+
+  exact_sql <- paste(
+    "SELECT * FROM canonical_fips_xwalk",
+    base_where,
+    conj,
+    sprintf("LOWER(gov_name) = LOWER(%s)", .sql_lit_chr(name))
+  )
+  exact <- tibble::as_tibble(DBI::dbGetQuery(con, exact_sql))
+
+  if (nrow(exact) == 1L) {
+    return(list(
+      status       = "resolved",
+      match_method = "exact",
+      n_candidates = 1L,
+      row          = exact,
+      candidates   = exact
+    ))
+  }
+  if (nrow(exact) > 1L) {
+    return(.disambiguate(exact, method = "exact"))
+  }
+
+  sub_sql <- paste(
+    "SELECT * FROM canonical_fips_xwalk",
+    base_where,
+    conj,
+    sprintf("regexp_matches(gov_name, %s, 'i')", .sql_lit_chr(.escape_regex(name)))
+  )
+  sub <- tibble::as_tibble(DBI::dbGetQuery(con, sub_sql))
+
+  if (nrow(sub) == 0L) {
+    return(list(
+      status       = "no_match",
+      match_method = NA_character_,
+      n_candidates = 0L,
+      row          = sub,
+      candidates   = sub
+    ))
+  }
+  if (nrow(sub) == 1L) {
+    return(list(
+      status       = "resolved",
+      match_method = "substring",
+      n_candidates = 1L,
+      row          = sub,
+      candidates   = sub
+    ))
+  }
+  .disambiguate(sub, method = "substring")
+}
+
+# Disambiguate a multi-row match set. Either picks the largest-pop row
+# (within single-type) or returns an ambiguous result with no basket row.
+#' @noRd
+.disambiguate <- function(matches, method) {
+  types <- unique(matches$govs_type)
+  if (length(types) == 1L) {
+    pick <- matches[order(-matches$population_acs, na.last = TRUE), , drop = FALSE][1L, , drop = FALSE]
+    return(list(
+      status       = "largest_pop",
+      match_method = method,
+      n_candidates = nrow(matches),
+      row          = pick,
+      candidates   = matches
+    ))
+  }
+  empty <- matches[0, , drop = FALSE]
+  list(
+    status       = "ambiguous",
+    match_method = NA_character_,
+    n_candidates = nrow(matches),
+    row          = empty,
+    candidates   = matches
+  )
+}
+
+# Orchestrates basket-mode resolution: validate, per-row resolve,
+# assemble the basket tibble + sidecar, attach the sidecar as an attr.
+#' @noRd
+.resolve_basket <- function(name, state, type, con) {
+  args <- .validate_basket_args(name = name, state = state, type = type)
+  n <- length(args$name)
+
+  resolved <- vector("list", n)
+  for (i in seq_len(n)) {
+    resolved[[i]] <- .resolve_basket_row(
+      name  = args$name[i],
+      state = args$state[i],
+      type  = args$type[i],
+      con   = con
+    )
+  }
+
+  basket_rows <- lapply(resolved, function(r) r$row)
+  basket <- dplyr::bind_rows(basket_rows[vapply(basket_rows, function(r) nrow(r) > 0L, logical(1))])
+  if (nrow(basket) == 0L) basket <- .empty_xwalk_tibble()
+
+  sidecar <- .build_sidecar(args, resolved)
+  attr(basket, "resolution") <- sidecar
+  .basket_summary_message(sidecar)
+  basket
+}

_pkgdown.yml

@@ -3,6 +3,12 @@ template:
   bootstrap: 5
 
 reference:
+  - title: Search & basket
+    desc: Resolve place names into canonical govids.
+    contents:
+      - cog_gov_search
+      - cog_basket_resolution
+      - cog_basket_unresolved
   - title: Session
     contents:
       - has_keyword("internal")

man/cog_basket_resolution.Rd

@@ -0,0 +1,35 @@
+% Generated by roxygen2: do not edit by hand
+% Please edit documentation in R/basket.R
+\name{cog_basket_resolution}
+\alias{cog_basket_resolution}
+\title{Inspect basket-mode resolution sidecar}
+\usage{
+cog_basket_resolution(x, expand_candidates = FALSE)
+}
+\arguments{
+\item{x}{A tibble returned by basket-mode [cog_gov_search()].}
+
+\item{expand_candidates}{Logical. If `TRUE`, keeps the `candidates`
+list-column (full-schema match candidates per input row). Default
+`FALSE`.}
+}
+\value{
+A tibble with the resolution audit trail.
+}
+\description{
+Returns the resolution tibble attached to a basket-mode result of
+[cog_gov_search()]. One row per input entry; `status` is one of
+`"resolved"`, `"largest_pop"`, `"ambiguous"`, `"no_match"`. By default
+the `candidates` list-column is dropped for readable printing; pass
+`expand_candidates = TRUE` to keep it.
+}
+\examples{
+\dontrun{
+basket <- cog_gov_search(
+  name  = c("Broward", "San Diego", "Notarealplace"),
+  state = c("FL",      "CA",        "NY")
+)
+cog_basket_resolution(basket)
+cog_basket_resolution(basket, expand_candidates = TRUE)
+}
+}

man/cog_basket_unresolved.Rd

@@ -0,0 +1,29 @@
+% Generated by roxygen2: do not edit by hand
+% Please edit documentation in R/basket.R
+\name{cog_basket_unresolved}
+\alias{cog_basket_unresolved}
+\title{Filter a basket resolution to unresolved rows}
+\usage{
+cog_basket_unresolved(x)
+}
+\arguments{
+\item{x}{A tibble returned by basket-mode [cog_gov_search()].}
+}
+\value{
+A tibble (subset of [cog_basket_resolution()]).
+}
+\description{
+Convenience wrapper that returns just the rows where `status` is
+`"ambiguous"` or `"no_match"` — the ones the user likely wants to
+refine before piping into a query verb. The `candidates` list-column
+is preserved so the user can drill into ambiguous match sets.
+}
+\examples{
+\dontrun{
+basket <- cog_gov_search(
+  name  = c("Broward", "San Diego", "Notarealplace"),
+  state = c("FL",      "CA",        "NY")
+)
+cog_basket_unresolved(basket)
+}
+}

man/cog_gov_search.Rd

@@ -4,27 +4,91 @@
 \alias{cog_gov_search}
 \title{Search for governments by name, state, and/or type}
 \usage{
-cog_gov_search(pattern = NULL, state = NULL, type = NULL)
+cog_gov_search(name = NULL, state = NULL, type = NULL)
 }
 \arguments{
-\item{pattern}{Character regex matched case-insensitively against
-`gov_name`. `NULL` (default) means no name filter.}
+\item{name}{Character vector of place name(s). Length 1 = utility mode;
+length >1 = basket mode.}
 
-\item{state}{Either a 2-letter USPS abbreviation (e.g. `"FL"`), a FIPS
-integer (e.g. `12`), or `NULL`.}
+\item{state}{2-letter USPS abbreviation (e.g. `"FL"`), FIPS integer
+(e.g. `12`), or `NULL`. In basket mode, length 1 recycles across
+all entries; otherwise must match `length(name)`.}
 
-\item{type}{Government type: an integer in `0:3` or one of `"state"`,
-`"county"`, `"city"`, `"township"`. Passing `4`, `5`,
-`"special_district"`, or `"school_district"` emits an explanatory
-message and returns an empty tibble (v0.1 corpus excludes those types).}
+\item{type}{Government type: integer in `0:3` or one of `"state"`,
+`"county"`, `"city"`, `"township"`, or `NA`/`NULL`. Per-row optional
+in basket mode (recycles from length 1). Excluded types `4`/`5` (or
+`"special_district"` / `"school_district"`) trigger an explanatory
+message and an empty result.}
 }
 \value{
-Tibble from `canonical_fips_xwalk` sorted by `population_acs`
-  descending (`NULL`s last).
+A tibble of `canonical_fips_xwalk` rows. In utility mode, all
+  matches sorted by `population_acs` desc. In basket mode, resolved
+  rows in input order, with `attr(., "resolution")` set to the
+  sidecar tibble.
 }
 \description{
-Returns rows from `canonical_fips_xwalk` matching the supplied filters.
-Intended as the entry point users call to resolve a human-readable place
-name into one or more `canonical_govid` values before calling
-[cog_spending()] / [cog_revenue()] / etc.
+Resolves human-readable place names into rows of `canonical_fips_xwalk`,
+the cross-vintage canonical-government registry. Operates in two modes:
+}
+\details{
+* **Utility mode** (single `name`, the original behavior): returns all
+  rows whose `gov_name` matches the regex case-insensitively, sorted by
+  `population_acs` descending. Useful for exploratory lookups.
+* **Basket mode** (`length(name) > 1`): resolves each input row to a
+  single canonical govid and returns a tibble in input order, suitable
+  for piping straight into [cog_spending()] / [cog_revenue()] /
+  [cog_geographic_rollup()]. Carries an audit sidecar accessible via
+  [cog_basket_resolution()] / [cog_basket_unresolved()].
+
+
+**Basket-mode resolution algorithm** (per input row):
+1. Filter `canonical_fips_xwalk` by `state` and (if non-NA) `type`.
+2. **Exact pass:** case-insensitive equality against `gov_name`.
+   Single hit -> resolved. Multiple -> step 4.
+3. **Substring fallback:** case-insensitive regex against `gov_name`.
+   Single hit -> resolved (`match_method = "substring"`). Zero hits ->
+   `status = "no_match"`. Multiple hits -> step 4.
+4. **Disambiguation:** if matches share one `govs_type`, pick the
+   largest-population row (`status = "largest_pop"`). If they span >=2
+   types, no row is added (`status = "ambiguous"`); the user should
+   re-run with `type` specified.
+
+Resolved rows form the returned tibble in input order. Unresolved
+inputs (`ambiguous` / `no_match`) appear only in the sidecar.
+}
+\examples{
+\dontrun{
+# Utility mode — exploratory regex lookup
+cog_gov_search("broward", state = "FL")
+
+# Basket mode — resolve a known cohort
+basket <- cog_gov_search(
+  name  = c("BROWARD COUNTY", "SAN DIEGO CITY", "AUSTIN CITY"),
+  state = c("FL",             "CA",             "TX")
+)
+basket
+
+# Inspect resolution audit
+cog_basket_resolution(basket)
+
+# Pipe into a spending query
+library(dplyr)
+basket |> cog_spending(years = 2019:2020, category = "Police")
+
+# Iteratively refine ambiguous matches
+partial <- cog_gov_search(
+  name  = c("Broward", "San Diego"),  # San Diego is ambiguous
+  state = c("FL",      "CA")
+)
+cog_basket_unresolved(partial)
+refined <- cog_gov_search(
+  name  = c("Broward", "San Diego"),
+  state = c("FL",      "CA"),
+  type  = c(NA,        "city")  # disambiguate
+)
+}
+}
+\seealso{
+[cog_basket_resolution()], [cog_basket_unresolved()],
+  [cog_spending()], [cog_revenue()].
 }

tests/testthat/test-basket.R

@@ -0,0 +1,51 @@
+test_that("cog_basket_resolution returns the sidecar tibble", {
+  basket <- suppressMessages(cog_gov_search(
+    name  = c("Broward", "Notarealplace"),
+    state = c("FL",      "NY")
+  ))
+  res <- cog_basket_resolution(basket)
+  expect_s3_class(res, "tbl_df")
+  expect_equal(nrow(res), 2L)
+  expect_setequal(colnames(res), c(
+    "query_name", "query_state", "query_type", "status",
+    "match_method", "canonical_govid", "gov_name", "n_candidates"
+  ))
+})
+
+test_that("cog_basket_resolution(expand_candidates = TRUE) keeps candidates list-col", {
+  basket <- suppressMessages(cog_gov_search(
+    name  = c("Broward", "Notarealplace"),
+    state = c("FL",      "NY")
+  ))
+  res <- cog_basket_resolution(basket, expand_candidates = TRUE)
+  expect_true("candidates" %in% colnames(res))
+  expect_true(is.list(res$candidates))
+})
+
+test_that("cog_basket_resolution errors on a non-basket tibble", {
+  utility <- cog_gov_search("BROWARD")
+  expect_error(
+    cog_basket_resolution(utility),
+    regexp = "no resolution attribute"
+  )
+})
+
+test_that("cog_basket_unresolved filters to ambiguous and no_match", {
+  basket <- suppressMessages(cog_gov_search(
+    name  = c("Broward", "San Diego", "Notarealplace"),
+    state = c("FL",      "CA",        "NY")
+  ))
+  unres <- cog_basket_unresolved(basket)
+  expect_equal(nrow(unres), 2L)
+  expect_setequal(unres$status, c("ambiguous", "no_match"))
+  expect_true("candidates" %in% colnames(unres))
+})
+
+test_that("cog_basket_unresolved returns 0 rows when basket is clean", {
+  basket <- cog_gov_search(
+    name  = c("BROWARD COUNTY", "SAN DIEGO CITY"),
+    state = c("FL",             "CA")
+  )
+  unres <- cog_basket_unresolved(basket)
+  expect_equal(nrow(unres), 0L)
+})

tests/testthat/test-search.R

@@ -72,3 +72,366 @@ test_that("cog_gov_search with no filters returns full registry", {
   r <- cog_gov_search()
   expect_gt(nrow(r), 1000L)
 })
+
+# ---- basket mode internal helpers ----
+
+test_that(".validate_basket_args recycles state from length 1", {
+  out <- uscogdata:::.validate_basket_args(
+    name  = c("Broward", "San Diego", "Austin"),
+    state = "FL",
+    type  = NULL
+  )
+  expect_equal(out$name,  c("Broward", "San Diego", "Austin"))
+  expect_equal(out$state, c("FL", "FL", "FL"))
+  expect_equal(out$type,  c(NA_character_, NA_character_, NA_character_))
+})
+
+test_that(".validate_basket_args recycles type from length 1", {
+  out <- uscogdata:::.validate_basket_args(
+    name  = c("San Diego", "Oakland"),
+    state = "CA",
+    type  = "city"
+  )
+  expect_equal(out$type, c("city", "city"))
+})
+
+test_that(".validate_basket_args accepts per-row state and type", {
+  out <- uscogdata:::.validate_basket_args(
+    name  = c("Broward", "San Diego"),
+    state = c("FL", "CA"),
+    type  = c(NA, "city")
+  )
+  expect_equal(out$state, c("FL", "CA"))
+  expect_equal(out$type,  c(NA_character_, "city"))
+})
+
+test_that(".validate_basket_args rejects length-mismatched state", {
+  expect_error(
+    uscogdata:::.validate_basket_args(
+      name  = c("Broward", "San Diego", "Austin"),
+      state = c("FL", "CA"),
+      type  = NULL
+    ),
+    regexp = "must be length 1 or 3"
+  )
+})
+
+test_that(".validate_basket_args rejects length-mismatched type", {
+  expect_error(
+    uscogdata:::.validate_basket_args(
+      name  = c("Broward", "San Diego"),
+      state = "FL",
+      type  = c("county", "city", "city")
+    ),
+    regexp = "must be length 1 or 2"
+  )
+})
+
+test_that(".validate_basket_args allows NULL state and type", {
+  out <- uscogdata:::.validate_basket_args(
+    name  = c("Broward", "San Diego"),
+    state = NULL,
+    type  = NULL
+  )
+  expect_equal(out$state, c(NA_character_, NA_character_))
+  expect_equal(out$type,  c(NA_character_, NA_character_))
+})
+
+test_that(".resolve_basket_row exact match returns one row", {
+  con <- uscogdata:::.ensure_session()
+  out <- uscogdata:::.resolve_basket_row(
+    name = "BROWARD COUNTY", state = "FL", type = NA_character_, con = con
+  )
+  expect_equal(out$status, "resolved")
+  expect_equal(out$match_method, "exact")
+  expect_equal(out$n_candidates, 1L)
+  expect_equal(nrow(out$row), 1L)
+  expect_equal(out$row$canonical_govid, "101006006")
+  expect_equal(out$row$gov_name, "BROWARD COUNTY")
+})
+
+test_that(".resolve_basket_row exact match is case-insensitive", {
+  con <- uscogdata:::.ensure_session()
+  out <- uscogdata:::.resolve_basket_row(
+    name = "broward county", state = "FL", type = NA_character_, con = con
+  )
+  expect_equal(out$status, "resolved")
+  expect_equal(out$match_method, "exact")
+  expect_equal(out$row$canonical_govid, "101006006")
+})
+
+test_that(".resolve_basket_row exact match honors per-row type", {
+  con <- uscogdata:::.ensure_session()
+  out <- uscogdata:::.resolve_basket_row(
+    name = "SAN DIEGO CITY", state = "CA", type = "city", con = con
+  )
+  expect_equal(out$status, "resolved")
+  expect_equal(out$row$canonical_govid, "052037010")
+})
+
+test_that(".resolve_basket_row substring fallback resolves single match", {
+  con <- uscogdata:::.ensure_session()
+  out <- uscogdata:::.resolve_basket_row(
+    name = "Broward", state = "FL", type = NA_character_, con = con
+  )
+  expect_equal(out$status, "resolved")
+  expect_equal(out$match_method, "substring")
+  expect_equal(out$n_candidates, 1L)
+  expect_equal(out$row$canonical_govid, "101006006")
+})
+
+test_that(".resolve_basket_row no_match returns 0-row tibble", {
+  con <- uscogdata:::.ensure_session()
+  out <- uscogdata:::.resolve_basket_row(
+    name = "Notarealplace", state = "NY", type = NA_character_, con = con
+  )
+  expect_equal(out$status, "no_match")
+  expect_true(is.na(out$match_method))
+  expect_equal(out$n_candidates, 0L)
+  expect_equal(nrow(out$row), 0L)
+  expect_equal(nrow(out$candidates), 0L)
+})
+
+test_that(".resolve_basket_row treats empty/whitespace name as no_match", {
+  con <- uscogdata:::.ensure_session()
+  out_empty <- uscogdata:::.resolve_basket_row(
+    name = "", state = "FL", type = NA_character_, con = con
+  )
+  expect_equal(out_empty$status, "no_match")
+
+  out_ws <- uscogdata:::.resolve_basket_row(
+    name = "   ", state = "FL", type = NA_character_, con = con
+  )
+  expect_equal(out_ws$status, "no_match")
+})
+
+test_that(".resolve_basket_row largest_pop within single type", {
+  # FL Miami substring matches 10 cities (all govs_type = 2), largest pop
+  # is MIAMI CITY at 443665.
+  con <- uscogdata:::.ensure_session()
+  out <- uscogdata:::.resolve_basket_row(
+    name = "Miami", state = "FL", type = NA_character_, con = con
+  )
+  expect_equal(out$status, "largest_pop")
+  expect_equal(out$match_method, "substring")
+  expect_gte(out$n_candidates, 2L)
+  expect_equal(out$row$canonical_govid, "102013013")
+  expect_equal(out$row$gov_name, "MIAMI CITY")
+})
+
+test_that(".resolve_basket_row ambiguous across types", {
+  # SAN DIEGO substring matches both SAN DIEGO COUNTY (type 1) and
+  # SAN DIEGO CITY (type 2) in CA.
+  con <- uscogdata:::.ensure_session()
+  out <- uscogdata:::.resolve_basket_row(
+    name = "San Diego", state = "CA", type = NA_character_, con = con
+  )
+  expect_equal(out$status, "ambiguous")
+  expect_true(is.na(out$match_method))
+  expect_equal(out$n_candidates, 2L)
+  expect_equal(nrow(out$row), 0L)
+  expect_equal(nrow(out$candidates), 2L)
+  expect_setequal(out$candidates$govs_type, c(1L, 2L))
+})
+
+test_that(".resolve_basket_row resolves with type override on ambiguous case", {
+  con <- uscogdata:::.ensure_session()
+  out <- uscogdata:::.resolve_basket_row(
+    name = "San Diego", state = "CA", type = "city", con = con
+  )
+  expect_equal(out$status, "resolved")
+  expect_equal(out$match_method, "substring")
+  expect_equal(out$row$canonical_govid, "052037010")
+})
+
+# ---- basket mode public surface ----
+
+test_that("cog_gov_search basket mode resolves clean inputs in input order", {
+  skip_if_no_corpus()
+  basket <- cog_gov_search(
+    name  = c("BROWARD COUNTY", "SAN DIEGO CITY", "AUSTIN CITY"),
+    state = c("FL",             "CA",             "TX")
+  )
+  expect_s3_class(basket, "tbl_df")
+  expect_equal(nrow(basket), 3L)
+  expect_equal(basket$canonical_govid, c("101006006", "052037010", "442227001"))
+  expect_equal(basket$gov_name, c("BROWARD COUNTY", "SAN DIEGO CITY", "AUSTIN CITY"))
+})
+
+test_that("cog_gov_search basket mode attaches a resolution sidecar", {
+  skip_if_no_corpus()
+  basket <- cog_gov_search(
+    name  = c("Broward", "San Diego"),
+    state = c("FL",      "CA"),
+    type  = c(NA,        "city")
+  )
+  res <- attr(basket, "resolution")
+  expect_s3_class(res, "tbl_df")
+  expect_equal(nrow(res), 2L)
+  expect_equal(res$query_name, c("Broward", "San Diego"))
+  expect_equal(res$query_state, c("FL", "CA"))
+  expect_equal(res$query_type, c(NA_character_, "city"))
+  expect_equal(res$status, c("resolved", "resolved"))
+  expect_equal(res$match_method, c("substring", "substring"))
+  expect_true(is.list(res$candidates))
+})
+
+test_that("cog_gov_search basket mode skips ambiguous and no_match rows", {
+  skip_if_no_corpus()
+  basket <- suppressMessages(cog_gov_search(
+    name  = c("Broward",        "San Diego", "Notarealplace"),
+    state = c("FL",             "CA",        "NY")
+  ))
+  # Broward resolves; San Diego ambiguous; Notarealplace no_match.
+  expect_equal(nrow(basket), 1L)
+  expect_equal(basket$canonical_govid, "101006006")
+  res <- attr(basket, "resolution")
+  expect_equal(nrow(res), 3L)
+  expect_equal(res$status, c("resolved", "ambiguous", "no_match"))
+})
+
+test_that("cog_gov_search basket mode preserves input order", {
+  skip_if_no_corpus()
+  basket <- cog_gov_search(
+    name  = c("AUSTIN CITY", "BROWARD COUNTY", "SAN DIEGO CITY"),
+    state = c("TX",          "FL",             "CA")
+  )
+  expect_equal(basket$gov_name, c("AUSTIN CITY", "BROWARD COUNTY", "SAN DIEGO CITY"))
+})
+
+test_that("cog_gov_search basket mode recycles single state", {
+  skip_if_no_corpus()
+  basket <- cog_gov_search(
+    name  = c("SAN DIEGO CITY", "OAKLAND CITY"),
+    state = "CA"
+  )
+  expect_equal(nrow(basket), 2L)
+  expect_equal(basket$canonical_govid, c("052037010", "052001009"))
+})
+
+test_that("cog_gov_search basket mode within-type largest_pop records candidates", {
+  skip_if_no_corpus()
+  basket <- suppressMessages(cog_gov_search(
+    name  = c("Miami",  "OAKLAND CITY"),
+    state = c("FL",     "CA")
+  ))
+  expect_equal(nrow(basket), 2L)
+  res <- attr(basket, "resolution")
+  miami_row <- res[res$query_name == "Miami", ]
+  expect_equal(miami_row$status, "largest_pop")
+  expect_equal(miami_row$canonical_govid, "102013013")
+  expect_gte(miami_row$n_candidates, 2L)
+  expect_gte(nrow(miami_row$candidates[[1]]), 2L)
+})
+
+test_that("cog_gov_search utility mode (length-1 name) has no sidecar", {
+  skip_if_no_corpus()
+  r <- cog_gov_search("BROWARD")
+  expect_null(attr(r, "resolution"))
+  expect_gte(nrow(r), 1L)
+})
+
+test_that("cog_gov_search basket mode validates argument lengths", {
+  expect_error(
+    cog_gov_search(
+      name  = c("Broward", "San Diego", "Austin"),
+      state = c("FL", "CA")
+    ),
+    regexp = "must be length 1 or 3"
+  )
+})
+
+# ---- basket mode summary message ----
+
+test_that("cog_gov_search basket mode is silent on clean basket", {
+  skip_if_no_corpus()
+  expect_message(
+    cog_gov_search(
+      name  = c("BROWARD COUNTY", "SAN DIEGO CITY"),
+      state = c("FL",             "CA")
+    ),
+    regexp = NA  # NA = expect no message
+  )
+})
+
+test_that("cog_gov_search basket mode reports breakdown on partial basket", {
+  skip_if_no_corpus()
+  expect_message(
+    cog_gov_search(
+      name  = c("Broward", "San Diego", "Notarealplace"),
+      state = c("FL",      "CA",        "NY")
+    ),
+    regexp = "Basket resolved 1 of 3"
+  )
+})
+
+test_that("cog_gov_search basket mode message points to the sidecar accessor", {
+  skip_if_no_corpus()
+  expect_message(
+    cog_gov_search(
+      name  = c("Broward", "Notarealplace"),
+      state = c("FL",      "NY")
+    ),
+    regexp = "cog_basket_resolution"
+  )
+})
+
+# ---- F1: per-row excluded type soft-fail ----
+
+test_that(".resolve_basket_row treats excluded type as no_match (not abort)", {
+  con <- uscogdata:::.ensure_session()
+  out <- uscogdata:::.resolve_basket_row(
+    name = "Some District", state = "CA", type = "special_district", con = con
+  )
+  expect_equal(out$status, "no_match")
+  expect_true(is.na(out$match_method))
+  expect_equal(out$n_candidates, 0L)
+})
+
+test_that("cog_gov_search basket mode skips per-row excluded type without aborting", {
+  basket <- suppressMessages(cog_gov_search(
+    name  = c("BROWARD COUNTY", "Some District"),
+    state = c("FL",             "FL"),
+    type  = c(NA,                "special_district")
+  ))
+  # Broward should resolve; the special_district row should be no_match.
+  expect_equal(nrow(basket), 1L)
+  expect_equal(basket$canonical_govid, "101006006")
+  res <- attr(basket, "resolution")
+  expect_equal(res$status, c("resolved", "no_match"))
+  # query_type should record what the user passed for the excluded-type row
+  expect_equal(res$query_type, c(NA_character_, "special_district"))
+})
+
+# ---- F2: malformed regex name soft-fail ----
+
+test_that(".resolve_basket_row treats malformed regex name as no_match", {
+  con <- uscogdata:::.ensure_session()
+  # Unbalanced parens would be a regex parse error if not escaped.
+  out <- uscogdata:::.resolve_basket_row(
+    name = "San(Diego", state = "CA", type = NA_character_, con = con
+  )
+  expect_equal(out$status, "no_match")
+})
+
+test_that(".resolve_basket_row escapes regex metacharacters in name", {
+  con <- uscogdata:::.ensure_session()
+  # Confirm that names with various metacharacters don't error.
+  expect_no_error(uscogdata:::.resolve_basket_row(
+    name = "Foo*Bar+Baz", state = "FL", type = NA_character_, con = con
+  ))
+})
+
+# ---- F3: all-no-match basket public surface ----
+
+test_that("cog_gov_search basket all-no-match returns 0-row tibble with full sidecar", {
+  basket <- suppressMessages(cog_gov_search(
+    name  = c("Notarealplace1", "Notarealplace2"),
+    state = c("NY",             "CA")
+  ))
+  expect_equal(nrow(basket), 0L)
+  expect_true("canonical_govid" %in% names(basket))
+  res <- attr(basket, "resolution")
+  expect_equal(nrow(res), 2L)
+  expect_true(all(res$status == "no_match"))
+})

tests/testthat/test-spending.R

@@ -116,3 +116,15 @@ test_that("cog_spending rejects data.frame without canonical_govid column", {
   bad <- tibble::tibble(foo = "bar")
   expect_error(cog_spending(bad, 2020L), "canonical_govid")
 })
+
+test_that("cog_spending accepts a basket-mode cog_gov_search result", {
+  skip_if_no_corpus()
+  basket <- cog_gov_search(
+    name  = c("BROWARD COUNTY", "SAN DIEGO COUNTY"),
+    state = c("FL",             "CA")
+  )
+  expect_equal(nrow(basket), 2L)
+  spending <- cog_spending(basket, years = 2019:2020, category = "Police")
+  expect_s3_class(spending, "tbl_df")
+  expect_setequal(unique(spending$canonical_govid), basket$canonical_govid)
+})