test(balances): pin the behaviours the final review found untested or weakly asserted (#25)

Findings F-1..F-8. Every assertion below was verified to FAIL before its
fix (or under mutation, where the behaviour already worked) and pass after.

F-3: 'an unknown recipe id is rejected' used a bare expect_error(). Deleting
.validate_recipe_id() leaves .recipe_components() returning 0 rows and
comps$label[[1]] throwing 'subscript out of bounds' -- still an error, so
the test passed on the regression while the user lost the curated message.
Now asserts class = 'uscogdata_unknown_recipe'. Mutation-checked.

F-4: no test ever set per_capita and adjust_to_year together, so the
load-bearing ordering comment at R/balances.R was unverified. Reversing
those two calls silently drops amt_per_capita_real (.attach_real_dollars()
no-ops when amt_per_capita_nominal does not exist yet). New test asserts
presence AND that the per-capita column is deflated by the same factor as
the level column; mutation-checked by reversing the order (2 failures).

F-5: the spec's 'Gating' requirement had no test -- nothing ever called
cog_balances() on a corpus without balance_subtype. Extended the existing
with_corpus_missing_balance_subtype() block to assert class =
'uscogdata_no_balance_support'; mutation-checked by dropping the guard.

F-1/F-2: added mutual-exclusivity and four-argument validation tests, each
pinned to the message or class (all four inputs already produced *some*
error or *some* quiet wrong answer, so bare expect_error() was useless
here). Plus an ordering guard: a data-frame govid must still work, which
is what fails if validation is put before .coerce_govid_input().

F-6: asserts on the RENDERED cog_explain() text (both streams -- cli
routes through conditions that land on stderr), with a negative case
proving money-verb output is unaffected and that the capture is not vacuous.

F-7: pins that coverage_window is corpus-scoped while truncated is
query-scoped; mutation-checked by scoping the windows to observed subtypes.

F-8: pins the memo slot is populated on first call and cleared by
cog_close().
This commit is contained in:
2026-08-03 11:36:32 -04:00
parent 22c2478634
commit fde62eb6cc
+164 -1
View File
@@ -95,6 +95,16 @@ test_that("balance views are skipped on a corpus without balance_subtype", {
# Registration must SKIP them, not error -- an older corpus stays usable.
expect_false(any(c("balance_long", "balance_annotated") %in% views))
expect_true("revenue_long" %in% views)
# ...and calling the verb on such a corpus must hit
# .require_balance_support()'s curated abort (spec § Testing: "Gating"),
# not a DuckDB binder error naming a view that was never registered.
# Asserted on the CLASS: removing the guard still errors, so a bare
# expect_error() would pass on the regression.
expect_error(
cog_balances("550000227544", 2019),
class = "uscogdata_no_balance_support"
)
})
})
@@ -219,6 +229,73 @@ test_that("adjust_to_year adds real dollars", {
})
})
test_that("per_capita and adjust_to_year compose", {
skip_if_no_corpus()
with_fixture_corpus({
r <- cog_balances("550000227544", 2012, category = "Fund Balances",
per_capita = TRUE, adjust_to_year = 2020)
expect_true("amt_per_capita_real" %in% names(r))
# The per-capita column must be deflated by the SAME factor as the level
# column -- this is what the ordering at R/balances.R:101-103 guarantees.
# .attach_real_dollars() silently no-ops on the per-capita leg when
# amt_per_capita_nominal does not exist yet (R/spending.R:664), so
# reversing those two calls drops this column with no error at all.
expect_equal(r$amt_per_capita_real / r$amt_per_capita_nominal,
r$amt_real / r$amt_nominal, tolerance = 1e-8)
# And the documented condition is a conjunction: adjust_to_year ALONE
# must not produce amt_per_capita_real (pins the @return wording).
r2 <- cog_balances("550000227544", 2012, category = "Fund Balances",
adjust_to_year = 2020)
expect_true("amt_real" %in% names(r2))
expect_false("amt_per_capita_real" %in% names(r2))
})
})
# --- input validation ------------------------------------------------------
test_that("cog_balances validates its inputs like the money verbs", {
skip_if_no_corpus()
with_fixture_corpus({
G <- "550000227544"
# Pinned to the message, not bare expect_error(): every one of these
# already produces *some* error or *some* quiet wrong answer today --
# years = integer(0) leaks `Parser Error ... AND year IN ()` with the
# generated SQL, recipe = c("a","b") throws "the condition has length > 1",
# and the govid/category cases return 0 rows with no error at all.
expect_error(cog_balances(G, integer(0)), "non-empty integer vector")
expect_error(cog_balances(character(0), 2019), "non-empty character vector")
expect_error(cog_balances(G, 2019, category = 5), "must be character or NULL")
expect_error(cog_balances(G, 2019, recipe = c("a", "b")),
"length-1 character string")
})
})
test_that("validation runs after govid coercion, so a data frame still works", {
skip_if_no_corpus()
with_fixture_corpus({
# .validate_verb_inputs() asserts is.character(govid); it must therefore
# run AFTER .coerce_govid_input(), never before, or the documented
# data-frame input (cog_gov_search() output) would abort.
df <- data.frame(canonical_govid = "550000227544", stringsAsFactors = FALSE)
r <- suppressMessages(cog_balances(df, 2019))
expect_true(nrow(r) > 0L)
expect_identical(unique(r$canonical_govid), "550000227544")
})
})
test_that("recipe and category are mutually exclusive", {
skip_if_no_corpus()
with_fixture_corpus({
expect_error(
cog_balances("550000227544", c(2011, 2012),
category = "Fund Balances",
recipe = "cash_securities_z77_wide"),
class = "uscogdata_recipe_category_conflict"
)
})
})
# --- recipe = : the wide-era holdings bridge -------------------------------
test_that("recipe bridges the wide era into the modern one", {
@@ -295,7 +372,15 @@ test_that("the second holdings bridge works too", {
test_that("an unknown recipe id is rejected", {
skip_if_no_corpus()
with_fixture_corpus({
expect_error(cog_balances("550000227544", 2019, recipe = "no_such_recipe"))
# Asserted on the CLASS .validate_recipe_id() sets (R/recipes.R:84).
# Without it the test is non-discriminating: deleting the validation call
# leaves .recipe_components() returning 0 rows and comps$label[[1]]
# throwing "subscript out of bounds", which a bare expect_error() accepts
# while the user loses the curated "valid recipe ids are ..." message.
expect_error(
cog_balances("550000227544", 2019, recipe = "no_such_recipe"),
class = "uscogdata_unknown_recipe"
)
})
})
@@ -341,6 +426,51 @@ test_that("coverage_window is computed from the corpus, not hardcoded", {
})
})
test_that("coverage_window covers every corpus subtype, not just observed ones", {
skip_if_no_corpus()
with_fixture_corpus({
# Deliberate contract (provenance-v1.json): the window block is corpus-
# scoped so a caller can ask "is there a family I missed?", while
# `truncated` is the observed-scoped field. A single-category query must
# therefore still report every balance family in the mounted corpus.
r <- cog_balances("550000227544", 2019, category = "Fund Balances")
expect_identical(unique(r$balance_subtype), "general")
con2 <- DBI::dbConnect(duckdb::duckdb())
on.exit(DBI::dbDisconnect(con2, shutdown = TRUE), add = TRUE)
cats_path <- file.path(fixture_corpus_path(), "data", "summary_categories.parquet")
all_subtypes <- DBI::dbGetQuery(con2, sprintf(
"SELECT DISTINCT balance_subtype FROM read_parquet(%s)
WHERE balance_subtype IS NOT NULL",
uscogdata:::.sql_lit_chr(cats_path)
))$balance_subtype
cav <- attr(r, "provenance")$balance_caveats
expect_setequal(names(cav$coverage_window), all_subtypes)
expect_true(length(all_subtypes) > 1L)
# ...while `truncated` stays scoped to what this query actually observed.
expect_true(all(cav$truncated %in% unique(r$balance_subtype)))
})
})
test_that("the corpus-constant coverage windows are memoised per session", {
skip_if_no_corpus()
with_fixture_corpus({
# The windows query has no govid/year predicate: its answer depends only
# on which corpus is mounted, so re-running the full balance_long scan on
# every call is pure waste (35% of verb runtime on the fixture). Same
# memoise-and-invalidate pattern as .uscogdata_env$manifest.
expect_null(uscogdata:::.uscogdata_env$balance_coverage_windows)
suppressMessages(cog_balances("550000227544", 2019))
memo <- uscogdata:::.uscogdata_env$balance_coverage_windows
expect_false(is.null(memo))
expect_true("general" %in% names(memo))
uscogdata:::cog_close()
expect_null(uscogdata:::.uscogdata_env$balance_coverage_windows)
})
})
test_that("a request past a family's coverage window is flagged", {
skip_if_no_corpus()
with_fixture_corpus({
@@ -367,6 +497,39 @@ test_that("the provenance schema documents balance_caveats", {
expect_true("balance_caveats" %in% names(sch$properties))
})
test_that("cog_explain surfaces the balance caveats", {
skip_if_no_corpus()
with_fixture_corpus({
# Asserted on the RENDERED text, not on prov$balance_caveats: the field
# is already covered above, and the once-per-session cli_inform() means
# cog_explain() is the only surface a caller who missed (or suppressed)
# the first message can still audit.
r <- suppressMessages(cog_balances("550000227544", c(2012, 2019)))
# Both streams: cli routes most of its output through conditions that
# land on stderr, so a stdout-only capture would be empty (the pattern
# used throughout test-explain.R).
out <- paste(c(capture.output(cog_explain(r)),
capture.output(cog_explain(r), type = "message")),
collapse = "\n")
expect_match(out, "GAAP")
expect_match(out, "employee_retirement")
})
})
test_that("cog_explain on a money-verb result has no balance caveat section", {
skip_if_no_corpus()
with_fixture_corpus({
r <- suppressMessages(cog_spending("550000227544", 2019))
out <- paste(c(capture.output(cog_explain(r)),
capture.output(cog_explain(r), type = "message")),
collapse = "\n")
# Guard against the capture itself being vacuous: the section must be
# absent from output that demonstrably contains the rest of the report.
expect_match(out, "Data vintage")
expect_false(grepl("GAAP", out))
})
})
test_that("the caveat message fires once per session", {
skip_if_no_corpus()
with_fixture_corpus({