10 Commits
Author SHA1 Message Date
jared a281a9621f feat: cog_balances() core verb (#25) 2026-08-03 10:01:40 -04:00
jared 4de915b557 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.
2026-07-18 23:33:02 -04:00
jared 4d61692f05 feat: export cog_manifest() accessor + pin CPI coverage 1967-present
R-CMD-check / check (push) Successful in 2m47s
R-CMD-check / check (pull_request) Successful in 2m57s
2026-07-18 13:40:54 -04:00
jared 56fdd8e5b9 feat: export cog_basket_resolution() and cog_basket_unresolved()
Sidecar accessors for basket-mode results. cog_basket_resolution()
returns the full resolution tibble (drops candidates list-col by
default for readable printing). cog_basket_unresolved() filters to
ambiguous/no_match rows for iterative refinement.
2026-04-28 11:58:05 -04:00
jared 488d03d74b feat: cog_categories
Discovery verb over the summary_categories view, grouped one row per
(category, subtype). Parallels cog_gov_search: analysts use it to
find the valid `category` values to pass into cog_spending(),
cog_revenue(), cog_geographic_rollup().

Columns: category, category_type, subtype, n_codes, item_codes
(comma-separated, alphabetical). Optional filters:

  type    = NULL | "spending" | "revenue"
  pattern = regex matched case-insensitively on category

The user-facing "spending" alias is translated internally to the
corpus-native "expenditure" so callers don't have to learn Census
vocabulary, while the returned category_type column preserves the
native value for auditability.

Also: fix @noRd placement in session.R so devtools::document() stops
warning.

Tests: +16 new / 181 total pass. check 0E/0W/0N.
2026-04-24 18:15:26 -04:00
jared 377eed1240 feat: cog_gov_search + cog_mirror + scope-aware verb behavior
Three pieces:

1. cog_gov_search: name/state/type search over canonical_fips_xwalk
   for resolving human-readable place names into canonical_govids.
   Accepts USPS abbrev ('FL') or FIPS int (12) for state; integer
   0-3 or name ('state','county','city','township') for type. Types
   4/5 emit an explanatory cli message and return an empty tibble
   (v0.1 corpus excludes them). USPS<->FIPS table hardcoded with
   50 states + DC + territories; FIPS 66 = GU (not GA).

2. cog_mirror: downloads manifest-listed files to a local directory
   with SHA-256 idempotency (files with matching hash return status
   'cached'). Supports HTTP and local-path fixture URLs. Round-trip
   test: mirror + re-open against the mirror + query Broward 2020
   returns identical results.

3. Scope-aware verbs: .check_govids_in_scope() helper in session.R
   queries canonical_fips_xwalk for the requested govids, emits a
   cli_inform listing any missing ones, and records the found/missing
   sets under provenance$scope. Wired into cog_spending (and
   transitively into cog_revenue, cog_geographic_rollup,
   cog_peer_compare via their cog_spending calls).

Also: dropped dbplyr from Imports (unused).

Tests: +29 (22 search + 12 mirror - 5 refactored) / 159 total pass.
devtools::check() now clean: 0E / 0W / 0N.
2026-04-24 11:38:32 -04:00
jared cc4d21ec82 feat: cog_find_peers + cog_peer_compare
cog_find_peers selects peers from canonical_fips_xwalk by same-type,
same-state, and population-range (ratio or absolute) criteria,
ordered by |log(pop_ratio)| ascending.

cog_peer_compare accepts the find_peers result (or a plain character
vector of govids), pulls spending for target + peers via cog_spending,
and appends summary rows (summary_p25/p50/p75) so the whole result
can be faceted by `role` in a single ggplot call. Summary rows honor
per_capita + adjust_to_year by picking the right value column.
target_rank reports the target's rank among target+peers at max(years).

Provenance is rewritten with verb = cog_peer_compare and peer_count.

Also: globalVariables('.data') in zzz.R to silence R CMD check on
tidy-eval pronouns.

Tests: 21 new / 120 total pass. devtools::check() 0E/0W/2N.
2026-04-24 11:17:46 -04:00
jared a6b53de2a7 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.
2026-04-24 11:00:20 -04:00
jared c682e6547d feat: cog_spending + cog_revenue + cog_explain
Three core query verbs over the spending_annotated / revenue_annotated
DuckDB views. Each verb accepts vector govid, vector years, optional
category filter, per_capita flag, and adjust_to_year for CPI-U
real-dollar conversion (bundled index).

Amounts are returned in full USD (SUM(amt) * 1000) so callers can
freely rescale to millions/billions. The $1,000s -> $USD conversion
is recorded in provenance$transformations$units_conversion.

Every result carries an attr(., "provenance") list matching
inst/schemas/provenance-v1.json. cog_explain() prints the structured
form via cli or returns the raw list for MCP/JSON consumers.

Also: .fetch_or_cache_manifest() now handles local fixture paths so
tests can point USCOGDATA_FIXTURE_URL at the pipeline publish_cache/
without a working HTTP server.

Tests: 80 pass / 0 fail. devtools::check() 0E/0W/2N (both notes
pre-existing / environmental).
2026-04-24 09:49:09 -04:00
jared f7035049e7 feat: package skeleton — DESCRIPTION, NAMESPACE, session/manifest/cache/views
Minimal skeleton for uscogdata v0.1. Internal session layer with lazy
cog_open(), manifest fetch+validate+cache, view registration placeholder.
Depends on DuckDB >=1.0, httr2, jsonlite. inst/schemas/provenance-v1.json
ships the structured provenance JSON Schema.
2026-04-23 09:05:54 -04:00