Commit Graph
4 Commits
Author SHA1 Message Date
jared c1c6b5a6ba fix: never suggest an intergovernmental (M/L) recipe as a Direct coverage-gap filler (I2)
.build_suggestions()'s candidate query picks recipes by component_code
matching the requested category's summary_categories rows, with no
flow-prefix filter. Task 1's M04/M05 category rows share the
"Corrections" category with the Direct-flavored E04/E05, so
corrections_ig_local_combined (entirely M-prefixed) became a raw
top-level candidate for a plain (Direct) cog_spending() call.
Following that hint would silently return intergovernmental dollars
under provenance$expenditure_concept = "direct".

Task 6's flow-family gate in .attach_ig_counterparts() already protects
the *counterpart* lookup (deciding whether a firing suggestion gets an
ig_recipe_id attached) but never touched the candidate list itself.
Exclude any recipe with an M/L-prefixed component from candidates
unconditionally -- an M/L recipe should never be a coverage-gap filler
for either verb, which is a stronger guarantee than the counterpart
gate's flow_prefixes check.

Confirmed via the full suite: before this fix, a Direct cog_spending()
call for category = "Corrections" printed "corrections_ig_local_combined
... re-run with recipe = 'corrections_ig_local_combined'" as its own
suggestion; after, it appears only as the "intergovernmental
counterpart" annotation on corrections_combined and its capital-outlay
siblings. The pre-existing "IG Federal" mis-scoped test (revenue-side
B-prefixed recipes) is unaffected -- those aren't M/L, so they remain
valid candidates with ig_recipe_id still gated to NULL.
2026-07-27 12:06:13 -04:00
jared 24b2ff7d8c fix: gate IG-counterpart matching to the direct-expenditure flow family
Review found the suffix-set match alone is unsafe: revenue-side recipes
(ig_federal_b47_wide, ig_state_c47_wide, ig_local_d47_wide, and their *_89
siblings) coincidentally share exact suffix sets with M/L expenditure
recipes despite representing a different flow direction. Reachable today via
a mis-scoped cog_spending(category = "IG Federal") call, not just
cog_revenue(). Thread flow_prefixes (same parameter .build_harmonization_block
already uses) through .build_suggestions()/.attach_ig_counterparts() and
require a firing recipe's own prefixes to be both in the calling verb's flow
family and within {E,F,G} before searching the M/L catalog.
2026-07-27 11:08:57 -04:00
jared c28712f62f feat: name the intergovernmental counterpart in firing recipe suggestions
Closes uscogdata #6 item 4. Only extends suggestions that already fire -- a
concept hint on every healthy call would be noise.
2026-07-27 10:46:22 -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