docs: record session

Journal entries for the move out of Nextcloud and the 2026-09-09 CI fix,
and the regenerated status board.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

.Rbuildignore

@@ -3,6 +3,7 @@
 ^\.Rproj\.user$
 ^_pkgdown\.yml$
 ^docs$
+^pm$
 ^Meta$
 ^doc$
 ^pkgdown$

.gitea/workflows/mirror-github.yml

@@ -39,5 +39,17 @@ jobs:
             echo "PAT_GH is unset -- add it under Settings > Actions > Secrets." >&2
             exit 1
           fi
+          # On a tag-triggered run, checkout materializes refs/tags/<tag> as a
+          # LIGHTWEIGHT tag at the commit SHA -- the annotated tag object Gitea
+          # holds is never fetched. Mirroring that strips the annotation, and the
+          # NEXT run on main (which does fetch the real object) is then rejected
+          # with "already exists" trying to correct it, because git will not
+          # clobber an existing tag. That is why v0.4.0 failed to mirror.
+          #
+          # Re-fetch canonical tag objects from Gitea first. --force here rewrites
+          # LOCAL tag refs only; it is not a force push and does not weaken the
+          # non-force guarantee on main documented above.
+          git fetch --tags --force origin
+
           git push "https://x-access-token:${PAT_GH}@github.com/civilytics/uscogdata.git" \
             HEAD:refs/heads/main --tags

.github/workflows/R-CMD-check.yaml

@@ -44,6 +44,29 @@ jobs:
 
       - uses: r-lib/actions/setup-pandoc@v2
 
+      - name: Drop the unused google-chrome apt source
+        if: runner.os == 'Linux'
+        run: |
+          set -x
+          grep -rl 'dl\.google\.com' /etc/apt/sources.list.d/ /etc/apt/sources.list 2>/dev/null || true
+          sudo sh -c "grep -rl 'dl\.google\.com' /etc/apt/sources.list.d/ /etc/apt/sources.list 2>/dev/null | xargs -r rm -f"
+          grep -rl 'dl\.google\.com' /etc/apt/sources.list.d/ /etc/apt/sources.list 2>/dev/null && exit 1 || true
+        # setup-r@v2 runs `sudo apt-get update` before installing R, and that
+        # command fails outright if ANY configured apt source is broken --
+        # even one we never use. The google-chrome source baked into GitHub's
+        # ubuntu-latest image intermittently serves a stale Packages.gz that
+        # doesn't match its own Release file's hash (a Google CDN sync race,
+        # not anything about R or this repo), which took down every ubuntu
+        # leg of this matrix on 2026-09-09. `rm -f` on a guessed filename
+        # (google-chrome.list) reported success but removed nothing -- the
+        # file it actually is on this image apparently doesn't match that
+        # name, since the source kept showing up in setup-r's `apt-get
+        # update` afterward. Find-by-content instead of guessing the
+        # filename, and fail loudly here (before setup-r even runs) if a
+        # matching source is still present, so a future runner-image change
+        # surfaces as a clear failure in this step instead of a confusing
+        # one in setup-r.
+
       - uses: r-lib/actions/setup-r@v2
         with:
           r-version: ${{ matrix.config.r }}

.github/workflows/pr-welcome.yaml

@@ -0,0 +1,64 @@
+# Explain the mirror contribution flow on every incoming pull request.
+#
+# This repository is a MIRROR. A PR opened here is landed on the canonical Gitea
+# repository and syncs back; because the merge preserves the contributor's
+# commits at their original SHAs, GitHub marks the PR "Merged" on its own as
+# soon as the mirror syncs -- with nobody visibly clicking Merge.
+#
+# Without this comment, that reads as a rejection: the contributor sees their PR
+# close with no review, no merge button pressed, and no explanation. It is
+# actually the successful outcome. Say so up front, before it happens.
+#
+# WHY pull_request_target AND NOT pull_request:
+# a `pull_request` run from a fork gets a read-only token, so it cannot post a
+# comment -- which is exactly the case this workflow exists to serve.
+# `pull_request_target` runs in the context of the BASE repo and gets a writable
+# token. That is only safe because this job never checks out or executes the
+# contributor's code; it posts a fixed string. Do not add a checkout of
+# `github.event.pull_request.head.sha` here -- that combination is the standard
+# pull_request_target privilege-escalation hole.
+name: Explain the mirror flow
+
+on:
+  pull_request_target:
+    types: [opened]
+
+permissions:
+  pull-requests: write
+
+jobs:
+  comment:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Post the contribution-flow explainer
+        uses: actions/github-script@v7
+        with:
+          script: |
+            const body = [
+              "Thanks for this — and one thing worth knowing before it happens.",
+              "",
+              "**This repository is a mirror.** Development happens on Gitea at",
+              "`gitea.civilytics.org/Civilytics/uscogdata`. Your pull request will be fetched",
+              "from here, landed there, and synced back.",
+              "",
+              "Because that merge preserves your commits at their original SHAs, **GitHub will",
+              "mark this pull request \"Merged\" on its own** — without anyone visibly clicking",
+              "the Merge button, and possibly without a review comment on this page first.",
+              "",
+              "> If your pull request closes as \"Merged\" and nobody appears to have merged it,",
+              "> that is the normal, successful outcome — not a rejection.",
+              "",
+              "If it is *not* going to be merged, you will get an actual reply saying so.",
+              "",
+              "Substantial contributions get a `ctb` entry in `DESCRIPTION`, which surfaces in",
+              "`citation(\"uscogdata\")`. There is no CLA and no DCO sign-off.",
+              "",
+              "Full details: [CONTRIBUTING.md](https://github.com/civilytics/uscogdata/blob/main/CONTRIBUTING.md).",
+            ].join("\n");
+
+            await github.rest.issues.createComment({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              issue_number: context.payload.pull_request.number,
+              body,
+            });

.gitignore

@@ -4,6 +4,10 @@
 .Ruserdata
 *.Rproj
 inst/doc
+# pkgdown output. Compass used to keep its files in docs/pm/ and
+# docs/decisions/, which forced this to be written as children with two
+# re-includes -- git cannot re-include anything beneath an excluded directory.
+# Compass lives in pm/ now, so the whole directory can be excluded again.
 docs/
 /doc/
 /Meta/
@@ -12,3 +16,6 @@ docs/
 
 # SDD working artifacts (ledger, briefs, review packages) — plans/ stays tracked
 .superpowers/sdd/
+.compass-cache/
+# roborev snapshots
+/.roborev/

.roborev.toml

@@ -0,0 +1,60 @@
+# roborev configuration, initialised by compass.
+# Reviews are queued to a background daemon -- they never block a commit.
+
+post_commit_review = 'commit'
+excluded_commit_patterns = ['WIP', 'chore:', 'chore(', 'docs:', 'Merge ']
+
+review_guidelines = '''
+# --- compass:begin (generated -- edit the sources, not this) ---
+- Prefer returning new values to mutating arguments in place. A function that edits
+  its caller's object is a bug waiting for a second caller.
+- Validate at system boundaries -- user input, API responses, file contents, config.
+  Fail fast with a message naming the field and the file.
+- Never swallow an error. Handle it or let it propagate; a bare catch that continues
+  is worse than a crash.
+- No hardcoded secrets, tokens, or credentials, and no secrets in log output or error
+  messages.
+- Parameterise every query. String-built SQL is a defect even when the input looks safe.
+- Keep functions under roughly 50 lines and files under roughly 400. Flag nesting
+  deeper than four levels.
+- No magic numbers or hardcoded paths -- name them as constants or read them from config.
+- New behaviour needs a test. A bug fix needs a test that fails without the fix.
+- Prose a person reads -- an issue title or body, a journal entry, a decision record,
+  the narrative on the status board -- names the action or the thing, not the shape of
+  the machinery. Flag "gate", "seam", "surface area", "load-bearing", "first-class",
+  "primitive", "blast radius". A project's own defined vocabulary is not the target.
+- Use the native pipe `|>`, not magrittr `%>%`.
+- snake_case for objects and functions; UPPER_SNAKE for constants. Never use `.` as a
+  word separator in a function name -- it collides with S3 dispatch.
+- Validate arguments at the top of exported functions with `stopifnot()` or an explicit
+  check, and say which argument was wrong.
+- Never `setDT()`, `set()`, or otherwise modify by reference a data.table the caller
+  still owns. `as.data.table()` copies; use it.
+- Prefer `vapply()` to `sapply()` -- `sapply()` silently returns a list when the type
+  varies, which turns a type error into a downstream mystery.
+- Use `seq_len(n)` / `seq_along(x)`, never `1:n`, which iterates backwards when n is 0.
+- Compare strings with `==` only after checking for NA; use `identical()` for scalars
+  where NA would be wrong.
+- Do not call `library()` inside package or module files; attach packages in scripts and
+  test helpers only.
+- Namespace-qualify calls into other packages (`stats::sd`) in code that is sourced.
+- Every exported function needs roxygen with `@param` for each argument (type, meaning,
+  and why the default is what it is) and `@return`. Add `@examples` for exported API.
+- Declare dependencies in DESCRIPTION. Prefer base R or an existing dependency over
+  adding a new one; a package with zero hard deps is worth keeping that way.
+- Signal errors with `stop()` carrying a condition class, so callers can catch the kind
+  rather than matching on message text.
+- Keep internals internal. Export only what a user needs; an accidentally exported
+  helper becomes an API you have to keep.
+- Tests use testthat edition 3. Each test is self-sufficient -- no reliance on state
+  left by an earlier test or on a fixture built elsewhere in the file.
+- Prefer duplication in tests over a helper that hides what is being asserted.
+- Every verb calls .ensure_session() first, then queries via DBI::dbGetQuery().
+- A verb's return value is always a tbl_df carrying a provenance attribute.
+- govid inputs always go through .coerce_govid_input(); it accepts a character vector or a data frame.
+- SQL has two layers: view definitions are numbered .sql files in inst/sql/ registered by .register_views(); query construction is inline sprintf() in R. Add a view as a file; build a query in R.
+- No arrow dependency -- DuckDB reads parquet natively.
+- withr is Suggests-only and must appear in tests alone.
+- Tests must pass offline against the bundled fixture; tests/testthat/setup.R sets USCOGDATA_URL for that.
+# --- compass:end ---
+'''

CLAUDE.md

@@ -5,11 +5,12 @@
 R package providing a curated reader API for the Civilytics US Census of
 Governments finance corpus. Reads Hive-partitioned parquet + `manifest.json`
 published by `cog_pipeline` via DuckDB (local path or remote URL). This is a
-standalone Gitea repo, sibling to `cog_explorer/cog_pipeline/`.
+standalone Gitea repo, sibling to the pipeline repo,
+`Civilytics/census_of_governments_finance_pipeline`, cloned beside this one.
 
 **Gitea remote:** `gitea.civilytics.org/Civilytics/uscogdata`  
-**Full implementation plan:** `../cog_pipeline/docs/plan_phase_n_tasks.md` (Tasks 2.1–2.8 + Phase 3)  
+**Full implementation plan (archived):** `../census_of_governments_finance_pipeline/docs/archive/plan_phase_n_tasks.md` (Tasks 2.1–2.8 + Phase 3)  
-**Reader contract spec:** `../cog_pipeline/docs/reader-specification.md`
+**Reader contract spec:** `../census_of_governments_finance_pipeline/docs/reader-specification.md`
 
 ## Architecture
 

CONTRIBUTING.md

@@ -101,5 +101,13 @@ but "usually" is not a release gate.
    variables set. This is the only check that catches a
    corpus-unreachable defect, and its absence is why 0.3.0 needed fixing.
 8. Bump `Version` and add a `NEWS.md` section.
-9. Tag, then update the r-universe registry pin at
+9. Tag on **Gitea** (`git tag -a vX.Y.Z && git push origin vX.Y.Z`). The mirror
-   `github.com/civilytics/civilytics.r-universe.dev`.
+   workflow carries tags to GitHub on its own — confirm the tag appears at
+   `github.com/civilytics/uscogdata/tags` before continuing.
+10. Update the r-universe registry pin at
+    `github.com/civilytics/civilytics.r-universe.dev` — edit `packages.json`'s
+    `branch` to the new tag. **r-universe will not pick up a release until this
+    is edited**: the pin is a tag, deliberately, so a mid-refactor `main` is
+    never published as a release. `"branch": "*release"` would track releases
+    automatically, but it needs a GitHub *Release* object and the mirror pushes
+    tags only — so it would silently never update.

R/coverage.R

@@ -84,22 +84,92 @@
 #' `n_units_reporting = 0`, which is precisely the disclosure a silently
 #' missing year fails to make.
 #'
-#' `n_units_reporting` describes the result the caller actually received, so
+#' Three counters are returned, each answering a different question:
-#' under `coverage = "consistent"` it reports the balanced count. `is_census_year`
+#'
-#' is a statement about the SURVEY CALENDAR, never a claim of completeness:
+#'   * `n_units_expected` -- the universe the caller named (govids passed in,
-#' FY1967 is a census year in which only 97 of Wisconsin's 608 cities report.
+#'     or peers for cog_peer_compare). "How many governments did you ask
-#' `n_units_reporting` is the number that tells the truth.
+#'     about?"
+#'   * `n_units_collected` -- how many of those appear in the corpus at all
+#'     that year, in ANY category. This is a statement about survey collection,
+#'     independent of what was asked for: "of the governments you named, how
+#'     many did Census actually collect data from this year?" It separates
+#'     sampling (not collected) from real zeros (collected but spends nothing
+#'     in your category).
+#'   * `n_units_reporting` -- how many of those appear with rows for the
+#'     SPECIFIC category you requested. This is always <= n_units_collected:
+#'     a government can be collected but have no rows for "Police" because it
+#'     contracts policing to the county sheriff, not because it wasn't
+#'     surveyed.
+#'
+#' `n_units_reporting` therefore conflates two very different things: a unit
+#' that was not collected (sampling) and a unit that was collected but spends
+#' nothing in that category. The ratio n_units_collected / n_units_expected is
+#' the true collection rate; n_units_reporting / n_units_collected measures
+#' category participation among collected units.
+#'
+#' `is_census_year` is a statement about the SURVEY CALENDAR, never a claim of
+#' completeness: FY1967 is a census year in which only 97 of Wisconsin's 608
+#' cities report. The counters are what tell the truth.
+#'
+#' @param con Active DuckDB connection (used to look up n_units_collected).
+#' @param long_view The verb's own long view, used for the collection query;
+#'   NULL skips the lookup and leaves n_units_collected as NA_integer_.
+#' @param expected_ids The full EXPECTED cohort (govids the caller named),
+#'   used as the candidate list for the collection query. Required alongside
+#'   `con`/`long_view` for a correct count -- see the note below on why it
+#'   must not be derived from `result`/`rows`. `NULL`, or non-`NULL` but
+#'   empty after dropping `NA`/`""` entries, skips the lookup and leaves
+#'   n_units_collected as NA_integer_.
 #' @noRd
 .coverage_table <- function(result, years, n_expected,
-                            id_col = "canonical_govid", rows = NULL) {
+                            id_col = "canonical_govid", rows = NULL,
+                            con = NULL, long_view = NULL,
+                            expected_ids = NULL) {
   years <- sort(unique(as.integer(years)))
   src <- if (is.null(rows)) result else rows
   reporting <- vapply(years, function(y) {
     ids <- src[[id_col]][as.integer(src$year) == y]
     length(unique(ids[!is.na(ids)]))
   }, integer(1))
+
+  # n_units_collected: count EXPECTED cohort members present in the corpus
+  # for ANY category that year, not just the requested one. This separates
+  # sampling (not collected at all) from real zeros (collected but no rows
+  # for this category). Only computed when a connection, long_view, AND
+  # expected_ids are all provided; otherwise NA_integer_.
+  #
+  # The candidate list MUST be expected_ids, not derived from `result`/
+  # `rows`: a government with zero rows in the requested category across
+  # EVERY requested year never appears in `result` at all, so deriving
+  # candidates from it would silently exclude exactly the "collected but
+  # real zero" governments this counter exists to count -- collapsing
+  # n_units_collected back to n_units_reporting for precisely the case #36
+  # was filed over.
+  if (!is.null(con) && !is.null(long_view) && length(expected_ids) > 0L) {
+    cohort_chr <- .sql_lit_chr(unique(expected_ids[!is.na(expected_ids) &
+                                                       nzchar(expected_ids)]))
+    years_lit <- paste(years, collapse = ",")
+    collected_q <- sprintf(
+      "SELECT year, COUNT(DISTINCT canonical_govid) AS n
+       FROM %s
+       WHERE canonical_govid IN (%s)
+         AND year IN (%s)
+       GROUP BY year",
+      long_view, cohort_chr, years_lit
+    )
+    collected_df <- DBI::dbGetQuery(con, collected_q)
+    collected_map <- setNames(collected_df$n, as.integer(collected_df$year))
+    collected <- vapply(years, function(y) {
+      val <- collected_map[as.character(y)]
+      if (is.na(val)) 0L else as.integer(val)
+    }, integer(1))
+  } else {
+    collected <- rep(NA_integer_, length(years))
+  }
+
   tibble::tibble(
     year              = years,
+    n_units_collected = collected,
     n_units_reporting = as.integer(reporting),
     n_units_expected  = rep(as.integer(n_expected), length(years)),
     is_census_year    = .is_census_year(years)

R/explain.R

@@ -166,12 +166,30 @@ cog_explain <- function(result, format = c("print", "list")) {
     cli::cli_h2("Reporting coverage")
     cli::cli_text("Mode: {prov$coverage_mode %||% 'all'}")
     cov <- prov$coverage
-    cli::cli_ul(sprintf(
+    has_collected <- "n_units_collected" %in% names(cov)
-      "%d: %d of %d units reporting (%.0f%%) -- %s year",
+    if (has_collected) {
-      cov$year, cov$n_units_reporting, cov$n_units_expected,
+      # Three counters: collected separates sampling from real zeros;
-      100 * cov$n_units_reporting / pmax(cov$n_units_expected, 1L),
+      # reporting is category-conditional and never a response rate.
-      ifelse(cov$is_census_year, "census", "sample")
+      cli::cli_ul(sprintf(
-    ))
+        "%d: %d of %d units collected, %d reporting in this category -- %s year",
+        cov$year,
+        cov$n_units_collected,
+        cov$n_units_expected,
+        cov$n_units_reporting,
+        ifelse(cov$is_census_year, "census", "sample")
+      ))
+    } else {
+      cli::cli_ul(sprintf(
+        "%d: %d of %d units reporting (%.0f%%) -- %s year",
+        cov$year, cov$n_units_reporting, cov$n_units_expected,
+        100 * cov$n_units_reporting / pmax(cov$n_units_expected, 1L),
+        ifelse(cov$is_census_year, "census", "sample")
+      ))
+    }
+    # Explains what the per-row "-- sample year" tag means, regardless of
+    # which branch above rendered it -- not gated on has_collected, which
+    # would make this permanently unreachable now that both real callers
+    # (cog_geographic_rollup(), cog_peer_compare()) always supply it.
     if (any(!cov$is_census_year)) {
       cli::cli_text(
         "Note: the Census of Governments is a complete census only in years ending in 2 or 7; every other year is a sample."

R/peers.R

@@ -195,11 +195,13 @@ cog_find_peers <- function(target_govid,
 #'     a balanced panel.
 #'
 #'   Regardless of mode, `provenance$coverage` always carries per-year
-#'   `n_units_reporting`, `n_units_expected` and `is_census_year`, and
+#'   `n_units_expected`, `n_units_collected`, `n_units_reporting` and
-#'   `provenance$coverage_mode` records the mode. `is_census_year` is a
+#'   `is_census_year`, and `provenance$coverage_mode` records the mode.
-#'   statement about the **survey calendar**, never a claim of completeness:
+#'   `is_census_year` is a statement about the **survey calendar**, never a
-#'   FY1967 is a census year in which only 97 of Wisconsin's 608 cities
+#'   claim of completeness: FY1967 is a census year in which only 97 of
-#'   report. `n_units_reporting` is the number that tells the truth.
+#'   Wisconsin's 608 cities report. `n_units_reporting` is
+#'   category-conditional and is not a response rate on its own -- see
+#'   "Reading `coverage`" below for what each counter answers.
 #'
 #'   The comparison target is exempt from `"consistent"` balancing -- it is the
 #'   subject of the comparison, not a member of the cohort -- and the
@@ -241,14 +243,23 @@ cog_find_peers <- function(target_govid,
 #'     summarise(p50 = quantile(total, 0.5, na.rm = TRUE))
 #'   ```
 #' @section Reading `coverage`:
-#' `provenance$coverage` reports `n_units_reporting` against
+#' `provenance$coverage` carries three per-year counters:
-#' `n_units_expected` per year. **`n_units_reporting` is category-conditional:
+#'
-#' it counts cohort members with rows for the category you asked for, not
+#'   * `n_units_expected` -- how many governments you asked about.
-#' cohort members collected that year.** A government that was surveyed and
+#'   * `n_units_collected` -- how many of those appear in the corpus at all
-#' genuinely spends nothing in that category is indistinguishable here from one
+#'     that year (in ANY category), separating sampling from real zeros.
-#' that was never surveyed.
+#'   * `n_units_reporting` -- how many have rows for the SPECIFIC category you
+#'     requested. This is always <= n_units_collected: a government can be
+#'     collected but have no rows for "Police" because it contracts policing
+#'     to the county sheriff, not because it wasn't surveyed.
+#'
+#' **`n_units_reporting` is category-conditional** and therefore **not a
+#' response rate**: `n_units_reporting / n_units_expected` conflates sampling
+#' (never collected) with real zeros (collected but spends nothing in your
+#' category). Use `n_units_collected / n_units_expected` for the true
+#' collection rate, and `n_units_reporting / n_units_collected` for category
+#' participation among collected units.
 #'
-#' The ratio is therefore **not a response rate** and must not be used as one.
 #' In FY2022 — a complete census year — Georgia reports 393 of 567 cities for
 #' `category = "Police"`; the 174-city gap is overwhelmingly cities that
 #' contract policing to the county sheriff, not non-response.
@@ -325,10 +336,20 @@ cog_peer_compare <- function(target_govid, peers, category, years,
   # Counted over PEER rows only, against the cohort size: "3 of your 15 peers
   # reported in FY2019". Including the target would inflate every count by one
   # and make a cohort that has entirely stopped reporting look non-empty.
+  # n_units_collected is looked up against the spending long view matching
+  # whatever basis cog_spending() actually resolved above (prov$basis) --
+  # NOT hardcoded to spending_long_harmonized, which does not exist on a
+  # corpus with schema_version < 5 (R/basis.R resolves basis = "raw" there,
+  # and only *_long, not *_long_harmonized, is registered; see R/views.R).
+  # The con comes from .ensure_session() already called inside cog_spending().
+  con <- .ensure_session()
   prov$coverage_mode <- coverage
   prov$coverage <- .coverage_table(
     out, years, length(peer_govids),
-    rows = r[r$role == "peer", , drop = FALSE]
+    rows = r[r$role == "peer", , drop = FALSE],
+    con = con,
+    long_view = .select_long_view("spending_annotated", prov$basis),
+    expected_ids = peer_govids
   )
   attr(out, "provenance") <- prov
   out

R/rollup.R

@@ -49,11 +49,13 @@
 #'     a balanced panel.
 #'
 #'   Regardless of mode, `provenance$coverage` always carries per-year
-#'   `n_units_reporting`, `n_units_expected` and `is_census_year`, and
+#'   `n_units_expected`, `n_units_collected`, `n_units_reporting` and
-#'   `provenance$coverage_mode` records the mode. `is_census_year` is a
+#'   `is_census_year`, and `provenance$coverage_mode` records the mode.
-#'   statement about the **survey calendar**, never a claim of completeness:
+#'   `is_census_year` is a statement about the **survey calendar**, never a
-#'   FY1967 is a census year in which only 97 of Wisconsin's 608 cities
+#'   claim of completeness: FY1967 is a census year in which only 97 of
-#'   report. `n_units_reporting` is the number that tells the truth.
+#'   Wisconsin's 608 cities report. `n_units_reporting` is
+#'   category-conditional and is not a response rate on its own -- see
+#'   "Reading `coverage`" below for what each counter answers.
 #' @return Tibble with columns `year`, `layer`, `canonical_govid`, `gov_name`,
 #'   `spend_subtype`, `category`, `amt_nominal`, optional `amt_real` /
 #'   `amt_per_capita_nominal` / `amt_per_capita_real`, optional `pop_source`,
@@ -61,14 +63,23 @@
 #'   `provenance` attribute with `verb = "cog_geographic_rollup"`, `layers`,
 #'   and `rollup$included_govids` / `rollup$excluded_govids`.
 #' @section Reading `coverage`:
-#' `provenance$coverage` reports `n_units_reporting` against
+#' `provenance$coverage` carries three per-year counters:
-#' `n_units_expected` per year. **`n_units_reporting` is category-conditional:
+#'
-#' it counts governments with rows for the category you asked for, not
+#'   * `n_units_expected` -- how many governments you asked about.
-#' governments collected that year.** A government that was surveyed and
+#'   * `n_units_collected` -- how many of those appear in the corpus at all
-#' genuinely spends nothing in that category is indistinguishable here from one
+#'     that year (in ANY category), separating sampling from real zeros.
-#' that was never surveyed.
+#'   * `n_units_reporting` -- how many have rows for the SPECIFIC category you
+#'     requested. This is always <= n_units_collected: a government can be
+#'     collected but have no rows for "Police" because it contracts policing
+#'     to the county sheriff, not because it wasn't surveyed.
+#'
+#' **`n_units_reporting` is category-conditional** and therefore **not a
+#' response rate**: `n_units_reporting / n_units_expected` conflates sampling
+#' (never collected) with real zeros (collected but spends nothing in your
+#' category). Use `n_units_collected / n_units_expected` for the true
+#' collection rate, and `n_units_reporting / n_units_collected` for category
+#' participation among collected units.
 #'
-#' The ratio is therefore **not a response rate** and must not be used as one.
 #' In FY2022 — a complete census year — Georgia reports 393 of 567 cities for
 #' `category = "Police"`; the 174-city gap is overwhelmingly cities that
 #' contract policing to the county sheriff, not non-response.
@@ -137,8 +148,20 @@ cog_geographic_rollup <- function(govids, category, years,
   # n_units_expected is the universe the CALLER named -- the govids passed in
   # -- not the national universe. That is what makes the ratio meaningful:
   # "597 of the 608 Wisconsin cities you asked about reported in FY2012".
+  # n_units_collected is looked up against the spending long view matching
+  # whatever basis cog_spending() actually resolved above (prov$basis) --
+  # NOT hardcoded to spending_long_harmonized, which does not exist on a
+  # corpus with schema_version < 5 (R/basis.R resolves basis = "raw" there,
+  # and only *_long, not *_long_harmonized, is registered; see R/views.R).
+  # The con comes from .ensure_session() already called inside cog_spending().
+  con <- .ensure_session()
   prov$coverage_mode <- coverage
-  prov$coverage <- .coverage_table(r, years, length(unique(all_govids)))
+  prov$coverage <- .coverage_table(
+    r, years, length(unique(all_govids)),
+    con = con,
+    long_view = .select_long_view("spending_annotated", prov$basis),
+    expected_ids = all_govids
+  )
   attr(r, "provenance") <- prov
 
   r

R/suggestions.R

@@ -84,6 +84,21 @@
 #' @return List of `list(recipe_id, label, available_years, hint,
 #'   ig_recipe_id, trigger, suppressed_amount, suppressed_years,
 #'   suppressed_codes)`, possibly empty.
+#'
+#' Decomposed (Issue #33) into three extracted helpers to stay within the
+#' project's "functions under 50 lines" convention:
+#' \itemize{
+#'   \item `.query_candidate_recipes()` -- candidate recipe lookup by
+#'     category/subtype scope + `category_type` filter (#34) + M/L exclusion.
+#'   \item `.query_recipe_meta()` -- metadata (label, year spans).
+#'   \item `.query_covered_years()` -- Path 1 gap-year coverage via the
+#'     recipe's own generic join.
+#' }
+#' The for-loop that merges covered-years + suppressed-components into
+#' suggestion objects stays inline here because it interleaves
+#' empty_hit/supp_hit precedence with field assembly. Likewise kept inline:
+#' the M/L-exclusion design-comment block and the final
+#' `.attach_ig_counterparts()` call.
 #' @noRd
 .build_suggestions <- function(con, cohort, years, category, result, basis,
                                 flow_prefixes, long_view,
@@ -111,28 +126,16 @@
   # by `category` (`.ALL_CATEGORIES` is never a row in
   # `summary_categories.category`, so a category-keyed sub-select always
   # came back empty here). The M/L exclusion below is unchanged either way.
-  candidate_scope_sql <- if (isTRUE(all_categories)) {
+  #
-    sprintf(
+  # Issue #34: scope the candidate query by `category_type` ('expenditure'
-      "SELECT DISTINCT item_code FROM summary_categories WHERE %s IN (%s)",
+  # vs 'revenue') to prevent cross-flow-family leakage -- e.g.
-      subtype_col, .sql_lit_chr(subtype_scope)
+  # `cog_revenue(category = "Corrections")` must not surface
-    )
+  # expenditure-only recipes (E04/E05) merely because they share the same
-  } else {
+  # category name in summary_categories. The type is derived from
-    sprintf(
+  # flow_prefixes: E/F/G -> 'expenditure', anything else -> 'revenue'.
-      "SELECT DISTINCT item_code FROM summary_categories WHERE category IN (%s)",
+  candidates <- .query_candidate_recipes(con, category, flow_prefixes,
-      .sql_lit_chr(category)
+                                          all_categories, subtype_col,
-    )
+                                          subtype_scope)
-  }
-  candidates <- DBI::dbGetQuery(con, sprintf(
-    "SELECT DISTINCT recipe_id FROM harmonization_recipes
-     WHERE component_code IN (
-       %s
-     )
-     AND recipe_id NOT IN (
-       SELECT DISTINCT recipe_id FROM harmonization_recipes
-       WHERE LEFT(component_code, 1) IN ('M', 'L')
-     )",
-    candidate_scope_sql
-  ))$recipe_id
   if (length(candidates) == 0L) return(list())
 
   result_years <- if (is.null(result) || nrow(result) == 0L) {
@@ -164,36 +167,11 @@
 
   if (length(gap_years) == 0L && nrow(supp) == 0L) return(list())
 
-  meta <- tibble::as_tibble(DBI::dbGetQuery(con, sprintf(
+  meta <- .query_recipe_meta(con, candidates)
-    "SELECT recipe_id, any_value(label) AS label,
-            MIN(year_min) AS year_min, MAX(year_max) AS year_max
-     FROM harmonization_recipes
-     WHERE recipe_id IN (%s)
-     GROUP BY recipe_id",
-    .sql_lit_chr(candidates)
-  )))
 
   # Path 1 (unchanged): (recipe, year) pairs the recipe's own generic join
   # covers for this government, restricted to the gap years.
-  covered <- if (length(gap_years) == 0L) {
+  covered <- .query_covered_years(con, candidates, cohort, gap_years)
-    data.frame(recipe_id = character(0), year = integer(0))
-  } else {
-    DBI::dbGetQuery(con, sprintf(
-      "SELECT DISTINCT r.recipe_id, l.year
-       FROM long l
-       JOIN harmonization_recipes r
-         ON l.item_code = r.component_code
-        AND l.year BETWEEN r.year_min AND r.year_max
-        AND (r.gov_type_scope = 'all'
-             OR (r.gov_type_scope = 'state' AND l.type = 0)
-             OR (r.gov_type_scope = 'local' AND l.type BETWEEN 1 AND 3))
-       WHERE r.recipe_id IN (%s)
-         AND %s
-         AND l.year IN (%s)",
-      .sql_lit_chr(candidates), .cohort_sql(cohort, "l.canonical_govid"),
-      paste(gap_years, collapse = ",")
-    ))
-  }
 
   suggestions <- list()
   for (rid in candidates) {
@@ -227,6 +205,146 @@
   .attach_ig_counterparts(con, suggestions, flow_prefixes)
 }
 
+#' Query candidate harmonization recipe IDs for a coverage-gap suggestion.
+#'
+#' Selects recipes whose component codes fall within the requested scope
+#' (category or subtype allowlist), excluding any recipe that is ITSELF an
+#' intergovernmental (M/L) recipe -- i.e. every one of its own component
+#' codes is M/L-prefixed. Without this exclusion, a category whose
+#' summary_categories rows span both a Direct family (e.g. E04/E05,
+#' "Corrections") and its M/L counterpart (M04/M05) makes the M/L recipe
+#' itself a raw top-level candidate for a plain `cog_spending()` call --
+#' following that hint would silently return intergovernmental dollars
+#' under `expenditure_concept = "direct"` provenance.
+#'
+#' In all-categories mode (`all_categories = TRUE`) the inner sub-select is
+#' scoped by `subtype_col`/`subtype_scope` -- the same allowlist
+#' `.build_verb_sql()` applies as a WHERE predicate to make the summed
+#' result a *concept* (see R/spending.R), not by `category`.
+#' `.ALL_CATEGORIES` ("All Categories") is never itself a row in
+#' `summary_categories.category`, so a category-keyed sub-select always
+#' returns zero candidates and silently disables signposting.
+#'
+#' Scope is also by `category_type` ('expenditure' vs 'revenue', Issue #34)
+#' to prevent cross-flow-family leakage: `cog_revenue(category =
+#' "Corrections")` must not surface expenditure-only recipes (E04/E05)
+#' merely because they share the same category name in summary_categories.
+#' The type is derived from flow_prefixes: E/F/G -> 'expenditure', anything
+#' else -> 'revenue'.
+#'
+#' @param con Active DuckDB connection.
+#' @param category Category name, or `NULL`.
+#' @param flow_prefixes The calling verb's own flow-type prefixes (see
+#'   `.build_suggestions()`). Used to derive `category_type` (#34).
+#' @param all_categories `TRUE` when the caller used `.ALL_CATEGORIES`.
+#' @param subtype_col Name of the summary_categories subtype column to
+#'   scope by when `all_categories = TRUE`; ignored otherwise.
+#' @param subtype_scope Character vector of subtype values to scope by
+#'   when `all_categories = TRUE`; ignored otherwise.
+#' @return Character vector of recipe IDs (possibly empty).
+#' @noRd
+.query_candidate_recipes <- function(con, category, flow_prefixes,
+                                      all_categories = FALSE,
+                                      subtype_col = NULL,
+                                      subtype_scope = NULL) {
+  # Issue #34: derive category_type from flow_prefixes to prevent
+  # cross-flow-family leakage -- e.g. cog_revenue(category = "Corrections")
+  # must not surface expenditure-only recipes merely because they share the
+  # same category name in summary_categories.
+  category_type <- if (all(flow_prefixes %in% c("E", "F", "G"))) {
+    "expenditure"
+  } else {
+    "revenue"
+  }
+
+  candidate_scope_sql <- if (isTRUE(all_categories)) {
+    sprintf(
+      "SELECT DISTINCT item_code FROM summary_categories
+       WHERE %s IN (%s) AND category_type = '%s'",
+      subtype_col, .sql_lit_chr(subtype_scope), category_type
+    )
+  } else {
+    sprintf(
+      "SELECT DISTINCT item_code FROM summary_categories
+       WHERE category IN (%s) AND category_type = '%s'",
+      .sql_lit_chr(category), category_type
+    )
+  }
+
+  DBI::dbGetQuery(con, sprintf(
+    "SELECT DISTINCT recipe_id FROM harmonization_recipes
+     WHERE component_code IN (
+       %s
+     )
+     AND recipe_id NOT IN (
+       SELECT DISTINCT recipe_id FROM harmonization_recipes
+       WHERE LEFT(component_code, 1) IN ('M', 'L')
+     )",
+    candidate_scope_sql
+  ))$recipe_id
+}
+
+#' Query gap-year coverage: which (recipe, year) pairs the recipe's own
+#' generic join covers for this government, restricted to `gap_years`.
+#'
+#' This is Path 1 of a suggestion (unchanged): it finds recipes whose
+#' component codes' generic join produces at least one row for this
+#' government in each gap year -- i.e. the category returned nothing in
+#' that year but a recipe would fill it.
+#'
+#' @param con Active DuckDB connection.
+#' @param candidates Character vector of recipe IDs to check coverage for.
+#' @param cohort The verb's cohort object (see `.make_cohort()`), rendered
+#'   into the govid predicate on the joined `long` scan via `.cohort_sql()`.
+#' @param gap_years Integer vector of requested years absent from the
+#'   result.
+#' @return Data frame with columns `recipe_id` (character) and `year`
+#'   (integer). Returns an empty data frame (`recipe_id = character(0)`,
+#'   `year = integer(0)`) when `gap_years` or `candidates` is empty, so
+#'   callers can safely reference `$recipe_id`.
+#' @noRd
+.query_covered_years <- function(con, candidates, cohort, gap_years) {
+  if (length(gap_years) == 0L || length(candidates) == 0L) {
+    return(data.frame(recipe_id = character(0), year = integer(0)))
+  }
+  res <- DBI::dbGetQuery(con, sprintf(
+    "SELECT DISTINCT r.recipe_id, l.year
+     FROM long l
+     JOIN harmonization_recipes r
+       ON l.item_code = r.component_code
+      AND l.year BETWEEN r.year_min AND r.year_max
+      AND (r.gov_type_scope = 'all'
+           OR (r.gov_type_scope = 'state' AND l.type = 0)
+           OR (r.gov_type_scope = 'local' AND l.type BETWEEN 1 AND 3))
+     WHERE r.recipe_id IN (%s)
+       AND %s
+       AND l.year IN (%s)",
+    .sql_lit_chr(candidates), .cohort_sql(cohort, "l.canonical_govid"),
+    paste(gap_years, collapse = ",")
+  ))
+  res$year <- as.integer(res$year)
+  res
+}
+
+#' Query recipe metadata: labels and year spans for a set of candidate
+#' recipes.
+#'
+#' @param con Active DuckDB connection.
+#' @param candidates Character vector of recipe IDs to look up.
+#' @return Tibble with columns `recipe_id`, `label`, `year_min` (int), and
+#'   `year_max` (int).
+#' @noRd
+.query_recipe_meta <- function(con, candidates) {
+  tibble::as_tibble(DBI::dbGetQuery(con, sprintf(
+    "SELECT recipe_id, any_value(label) AS label,
+            MIN(year_min) AS year_min, MAX(year_max) AS year_max
+     FROM harmonization_recipes
+     WHERE recipe_id IN (%s)
+     GROUP BY recipe_id",
+    .sql_lit_chr(candidates)
+  )))
+}
+
 #' Attach `ig_recipe_id` to each suggestion: the intergovernmental-expenditure
 #' recipe (an M-to-local or L-to-state recipe) whose component codes cover
 #' exactly the same set of function suffixes as the firing recipe's own

README.md

@@ -1,6 +1,7 @@
 # uscogdata
 
 <!-- badges: start -->
+[![R-CMD-check](https://github.com/civilytics/uscogdata/actions/workflows/R-CMD-check.yaml/badge.svg)](https://github.com/civilytics/uscogdata/actions/workflows/R-CMD-check.yaml)
 [![r-universe](https://civilytics.r-universe.dev/badges/uscogdata)](https://civilytics.r-universe.dev/uscogdata)
 [![License: MIT](https://img.shields.io/badge/license-MIT-blue.svg)](LICENSE.md)
 <!-- badges: end -->
@@ -226,7 +227,8 @@ A statewide total resting on a fifth of the universe looks exactly like one
 resting on all of it, so every multi-government result now says which it is:
 
 ```r
-attr(rollup, "provenance")$coverage   # per-year n_units_reporting, is_census_year
+attr(rollup, "provenance")$coverage
+# per-year n_units_expected, n_units_collected, n_units_reporting, is_census_year
 ```
 
 `cog_geographic_rollup()`, `cog_peer_compare()` and `cog_find_peers()` take a
@@ -234,8 +236,14 @@ attr(rollup, "provenance")$coverage   # per-year n_units_reporting, is_census_ye
 `"consistent"` (only units reporting in every requested year, a balanced
 panel).
 
-`n_units_reporting` is **category-conditional**, and it is not a response rate. A government that was surveyed and genuinely spends
+`n_units_reporting` is **category-conditional**: it counts governments with
-nothing in the requested category is indistinguishable from one never surveyed.
+rows for the *specific* category you asked for, so a government that was
+surveyed and genuinely spends nothing in that category is indistinguishable
+from one never surveyed — it is not a response rate on its own.
+`n_units_collected` is the number that separates them: governments present in
+the corpus that year for *any* category. `n_units_collected / n_units_expected`
+is the true collection rate; `n_units_reporting / n_units_collected` is
+category participation among collected units.
 
 ### Absent cells mean two different things
 

man/cog_geographic_rollup.Rd

@@ -55,11 +55,13 @@ Direct spending); `"primary"` and `"direct"` combine safely.}
     a balanced panel.
 
   Regardless of mode, `provenance$coverage` always carries per-year
-  `n_units_reporting`, `n_units_expected` and `is_census_year`, and
+  `n_units_expected`, `n_units_collected`, `n_units_reporting` and
-  `provenance$coverage_mode` records the mode. `is_census_year` is a
+  `is_census_year`, and `provenance$coverage_mode` records the mode.
-  statement about the **survey calendar**, never a claim of completeness:
+  `is_census_year` is a statement about the **survey calendar**, never a
-  FY1967 is a census year in which only 97 of Wisconsin's 608 cities
+  claim of completeness: FY1967 is a census year in which only 97 of
-  report. `n_units_reporting` is the number that tells the truth.}
+  Wisconsin's 608 cities report. `n_units_reporting` is
+  category-conditional and is not a response rate on its own -- see
+  "Reading `coverage`" below for what each counter answers.}
 }
 \value{
 Tibble with columns `year`, `layer`, `canonical_govid`, `gov_name`,
@@ -86,14 +88,23 @@ by design — see `vignette('population-denominators')`.
 }
 \section{Reading `coverage`}{
 
-`provenance$coverage` reports `n_units_reporting` against
+`provenance$coverage` carries three per-year counters:
-`n_units_expected` per year. **`n_units_reporting` is category-conditional:
+
-it counts governments with rows for the category you asked for, not
+  * `n_units_expected` -- how many governments you asked about.
-governments collected that year.** A government that was surveyed and
+  * `n_units_collected` -- how many of those appear in the corpus at all
-genuinely spends nothing in that category is indistinguishable here from one
+    that year (in ANY category), separating sampling from real zeros.
-that was never surveyed.
+  * `n_units_reporting` -- how many have rows for the SPECIFIC category you
+    requested. This is always <= n_units_collected: a government can be
+    collected but have no rows for "Police" because it contracts policing
+    to the county sheriff, not because it wasn't surveyed.
+
+**`n_units_reporting` is category-conditional** and therefore **not a
+response rate**: `n_units_reporting / n_units_expected` conflates sampling
+(never collected) with real zeros (collected but spends nothing in your
+category). Use `n_units_collected / n_units_expected` for the true
+collection rate, and `n_units_reporting / n_units_collected` for category
+participation among collected units.
 
-The ratio is therefore **not a response rate** and must not be used as one.
 In FY2022 — a complete census year — Georgia reports 393 of 567 cities for
 `category = "Police"`; the 174-city gap is overwhelmingly cities that
 contract policing to the county sheriff, not non-response.

man/cog_peer_compare.Rd

@@ -50,11 +50,13 @@ safely.}
     a balanced panel.
 
   Regardless of mode, `provenance$coverage` always carries per-year
-  `n_units_reporting`, `n_units_expected` and `is_census_year`, and
+  `n_units_expected`, `n_units_collected`, `n_units_reporting` and
-  `provenance$coverage_mode` records the mode. `is_census_year` is a
+  `is_census_year`, and `provenance$coverage_mode` records the mode.
-  statement about the **survey calendar**, never a claim of completeness:
+  `is_census_year` is a statement about the **survey calendar**, never a
-  FY1967 is a census year in which only 97 of Wisconsin's 608 cities
+  claim of completeness: FY1967 is a census year in which only 97 of
-  report. `n_units_reporting` is the number that tells the truth.
+  Wisconsin's 608 cities report. `n_units_reporting` is
+  category-conditional and is not a response rate on its own -- see
+  "Reading `coverage`" below for what each counter answers.
 
   The comparison target is exempt from `"consistent"` balancing -- it is the
   subject of the comparison, not a member of the cohort -- and the
@@ -109,14 +111,23 @@ them.
 }
 \section{Reading `coverage`}{
 
-`provenance$coverage` reports `n_units_reporting` against
+`provenance$coverage` carries three per-year counters:
-`n_units_expected` per year. **`n_units_reporting` is category-conditional:
+
-it counts cohort members with rows for the category you asked for, not
+  * `n_units_expected` -- how many governments you asked about.
-cohort members collected that year.** A government that was surveyed and
+  * `n_units_collected` -- how many of those appear in the corpus at all
-genuinely spends nothing in that category is indistinguishable here from one
+    that year (in ANY category), separating sampling from real zeros.
-that was never surveyed.
+  * `n_units_reporting` -- how many have rows for the SPECIFIC category you
+    requested. This is always <= n_units_collected: a government can be
+    collected but have no rows for "Police" because it contracts policing
+    to the county sheriff, not because it wasn't surveyed.
+
+**`n_units_reporting` is category-conditional** and therefore **not a
+response rate**: `n_units_reporting / n_units_expected` conflates sampling
+(never collected) with real zeros (collected but spends nothing in your
+category). Use `n_units_collected / n_units_expected` for the true
+collection rate, and `n_units_reporting / n_units_collected` for category
+participation among collected units.
 
-The ratio is therefore **not a response rate** and must not be used as one.
 In FY2022 — a complete census year — Georgia reports 393 of 567 cities for
 `category = "Police"`; the 174-city gap is overwhelmingly cities that
 contract policing to the county sheriff, not non-response.

pm/JOURNAL.md

@@ -0,0 +1,51 @@
+# Project journal
+
+Append-only, newest first. **Entries are never edited** — the value of this file is
+that it records what was believed at the time, including the parts that turned out
+wrong. Where things stand *today* is in `STATUS.md`, which is generated.
+
+Four lines per entry. The analysis belongs in the issue or the decision record; this
+file carries the reasoning and the pointers.
+
+- **Why** — the driver. The one line git cannot reconstruct later.
+- **Obligates** — issues this change created elsewhere. Numbers, not prose.
+- **Refs** — commits, issues, decision records.
+
+---
+
+## 2026-09-30 · repo · moved out of Nextcloud; code syncs only through Gitea
+
+**Why:** Nextcloud was syncing this repo's `.git`, which risks conflict copies inside
+it and stalls the client's cold scan across dozens of repos. Nothing untracked is
+data, so nothing is linked (`--no-data`); the move changed no test result (1,101
+pass, 2 skip before and after).
+**Obligates:** #73, #74
+**Refs:** 4bedf85 (ci/apt-https pushed to clear the move's preflight), 63b421a
+
+## 2026-09-09 · ci · Linux R-CMD-check legs unblocked (recorded 2026-09-30)
+
+**Why:** GitHub's ubuntu-latest image carries a google-chrome apt source that
+intermittently fails its own hash check, and setup-r's `apt-get update` died on it for
+every R version; the source is now found by URL and removed, and the step fails
+loudly if it survives.
+**Obligates:** (none)
+**Refs:** d83301b, d1165a5
+
+## 2026-09-09 · model · #36 coverage counter finished, two bugs caught before merge
+
+**Why:** the drafted n_units_collected fix (uncommitted) derived its candidate
+cohort from category-filtered results instead of the caller's full expected
+cohort, and hardcoded a view name absent below schema_version 5 -- both
+silent on the fixture, both would have shipped without an independent review
+pass before merge.
+**Obligates:** #72
+**Refs:** #36, b41d5ee, PR#71
+
+## 2026-09-09 · model · #33/#34 split into independently-tested commits
+
+**Why:** #33's own branch had its tests sitting uncommitted, and quietly bundled
+a behavior change (#34) into what its commit message called a pure refactor;
+splitting them let each pass CI with its own tests instead of merging on a
+false "tests pass" claim.
+**Obligates:** (none)
+**Refs:** #33, #34, 0c7c7eb, 392643b, d0d724c, 9f5cd98, PR#69, PR#70

pm/STATUS.md

@@ -0,0 +1,51 @@
+# Project status
+
+> Between the compass markers is generated. Edit the sources, not this.
+
+<!-- compass:begin -->
+<!-- compass:board -->
+
+## Where this stands
+
+uscogdata's code now lives only in Gitea; the old Nextcloud folder keeps just build
+output and working files. The move changed no test result: 1,101 pass and the two
+opt-in live-corpus tests skip, before and after. It turned up one defect, #73: the
+fixture's reference docs have never been in git, because a `.gitignore` rule matches
+too broadly. Next in line are #73 and #72 (a vignette for the coverage counters), with
+#52 (data-correction intake) and #74 (the stale state section in `CLAUDE.md`) waiting
+on a decision.
+
+## Ready to work on next
+
+- **#73** The fixture corpus's docs/ never reaches git: .gitignore's docs/ rule is unanchored · `ws/corpus` — nothing is blocking it; something is currently wrong
+- **#72** docs: add a vignette explaining provenance$coverage counters · `ws/docs` — nothing is blocking it; owed work from an earlier change
+- **#2** Extend population data to be households as an alternate spending denominator · `ws/corpus` — nothing is blocking it
+- **#64** Partition-level caching: R/cache.R is still a stub, and the remote path pays for it every session · `ws/corpus` — nothing is blocking it
+- **#74** CLAUDE.md's Current State section is frozen at 2026-08-03 · `ws/docs` — waiting on a person, not on other work
+- **#52** Release 11/11: design the data-correction intake (deferred; gates the API announcement) · `ws/corpus` — waiting on a person, not on other work
+
+## Workstreams
+
+| Stream | Commits since | Open | Debt | Owes docs |
+|---|---|---|---|---|
+| Query verbs and results | 0 | 0 | 0 | no |
+| Corpus, mirror, provenance | 0 | 4 | 0 | no |
+| Vignettes and guides | 0 | 2 | 2 | no |
+
+## CI
+
+![R-CMD-check](https://gitea.civilytics.org/Civilytics/uscogdata/actions/workflows/ci.yml/badge.svg?branch=main)
+![Mirror to GitHub](https://gitea.civilytics.org/Civilytics/uscogdata/actions/workflows/mirror-github.yml/badge.svg?branch=main)
+
+<details>
+<summary>Dependency graph and detail</summary>
+
+_Nothing blocks anything else, so there is no graph to draw._
+
+- Marker: `9adb9211` (2026-09-09)
+- Commits since: 3
+- Open issues: 6
+
+</details>
+
+<!-- compass:end -->

pm/compass.toml

@@ -0,0 +1,44 @@
+[project]
+name  = "uscogdata"
+forge = "Civilytics/uscogdata"
+
+# Three strands that go stale independently: what the verbs return, what the
+# corpus is and how it is mounted, and how both are explained to a reader.
+
+[[workstream]]
+id    = "api"
+title = "Query verbs and results"
+paths = [
+  "R/revenue.R", "R/spending.R", "R/balances.R", "R/peers.R", "R/search.R",
+  "R/categories.R", "R/recipes.R", "R/rollup.R", "R/explain.R", "R/basket.R",
+  "R/suggestions.R", "R/suppression.R", "R/complete.R", "R/cohort.R",
+  "R/basis.R", "R/adjust.R", "R/pagination.R",
+]
+docs  = ["vignettes/*.Rmd", "README.md"]
+
+[[workstream]]
+id    = "corpus"
+title = "Corpus, mirror, provenance"
+paths = [
+  "R/manifest.R", "R/mirror.R", "R/cache.R", "R/session.R", "R/provenance.R",
+  "R/coverage.R", "R/config.R", "R/views.R", "R/series_breaks.R",
+  "R/balance_caveats.R", "R/zzz.R", "data-raw/**", "inst/sql/**",
+]
+docs  = ["vignettes/*.Rmd", "NEWS.md"]
+
+[[workstream]]
+id    = "docs"
+title = "Vignettes and guides"
+paths = ["vignettes/**", "README.md", "_pkgdown.yml", "NEWS.md"]
+docs  = []
+
+[roborev]
+project_guidelines = [
+  "Every verb calls .ensure_session() first, then queries via DBI::dbGetQuery().",
+  "A verb's return value is always a tbl_df carrying a provenance attribute.",
+  "govid inputs always go through .coerce_govid_input(); it accepts a character vector or a data frame.",
+  "SQL has two layers: view definitions are numbered .sql files in inst/sql/ registered by .register_views(); query construction is inline sprintf() in R. Add a view as a file; build a query in R.",
+  "No arrow dependency -- DuckDB reads parquet natively.",
+  "withr is Suggests-only and must appear in tests alone.",
+  "Tests must pass offline against the bundled fixture; tests/testthat/setup.R sets USCOGDATA_URL for that.",
+]

pm/decisions/README.md

@@ -0,0 +1,12 @@
+# Decisions
+
+One file per decision, numbered and immutable. A decision that changes is superseded
+by a new record, never edited in place — the old reasoning is the point.
+
+The table below is **generated** by `compass:decide`. Do not hand-edit it.
+
+<!-- compass:begin decisions -->
+| # | Date | Decision | Status |
+|---|---|---|---|
+| — | — | *No decisions recorded yet.* | — |
+<!-- compass:end decisions -->

tests/testthat/test-coverage-disclosure.R

@@ -48,6 +48,13 @@ test_that("multi-government aggregates disclose reporting coverage on every resu
   expect_equal(cov$n_units_reporting, c(152L, 597L, 112L, 114L))
   expect_equal(cov$is_census_year, c(FALSE, TRUE, FALSE, FALSE))
 
+  # uscogdata#36: with category = NULL (no category scope), "reported at
+  # all" and "collected" are the same question, so n_units_collected must
+  # equal n_units_reporting exactly here. This case alone cannot catch a
+  # regression in HOW n_units_collected is computed, though: see the
+  # category-scoped test below for that.
+  expect_equal(cov$n_units_collected, cov$n_units_reporting)
+
   # Cross-check against the raw partitions, scoped to the SAME universe the
   # rollup was given -- the 608 govids above. Scoping instead on the long
   # table's own `type`/`fips_state` asks a different question and answers 595:
@@ -80,6 +87,8 @@ test_that("multi-government aggregates disclose reporting coverage on every resu
   expect_equal(cov_peers$n_units_expected, rep(15L, 3L))
   expect_equal(cov_peers$n_units_reporting, c(15L, 3L, 3L))
   expect_equal(cov_peers$is_census_year, c(TRUE, FALSE, FALSE))
+  # uscogdata#36: same identity as the rollup case above, category = NULL.
+  expect_equal(cov_peers$n_units_collected, cov_peers$n_units_reporting)
 
   # -- the three coverage modes --------------------------------------------
   expect_equal(attr(cog_peer_compare(target_govid = chilton, peers = peers,
@@ -101,3 +110,102 @@ test_that("multi-government aggregates disclose reporting coverage on every resu
                                        coverage = "census")
   expect_equal(sort(unique(census_only$year)), 2012)
 })
+
+test_that("n_units_collected separates sampling from real zeros, category-scoped (uscogdata#36)", {
+  # The motivating case from the issue: Wisconsin cities, category = "Police".
+  # FY2012 is a complete census year -- collection is not partial -- yet a
+  # category-conditional n_units_reporting alone reads like a sampling gap.
+  # n_units_collected must diverge from n_units_reporting here, unlike the
+  # category = NULL cases above, because most of the FY2012 gap is cities
+  # that contract policing to the county sheriff (collected, real zero), not
+  # cities Census never surveyed.
+  wi <- cog_gov_search(name = NULL, state = "WI", type = "city")
+  roll <- suppressMessages(cog_geographic_rollup(
+    govids = list(city = wi$canonical_govid), category = "Police",
+    years = c(2011L, 2012L, 2019L, 2020L)))
+  cov <- wt_coverage(roll)
+
+  expect_equal(cov$n_units_expected, rep(608L, 4L))
+  expect_equal(cov$n_units_collected, c(152L, 597L, 112L, 114L))
+  expect_equal(cov$n_units_reporting, c(152L, 485L, 109L, 111L))
+
+  # The pair the issue actually wants: collected/expected is the true
+  # collection rate (98% in the FY2012 census year, matching the raw
+  # cross-check above); reporting/collected is category participation among
+  # collected units (81% -- most of the gap is real, not sampling).
+  expect_equal(round(cov$n_units_collected[cov$year == 2012] /
+                        cov$n_units_expected[cov$year == 2012], 2), 0.98)
+  expect_equal(round(cov$n_units_reporting[cov$year == 2012] /
+                        cov$n_units_collected[cov$year == 2012], 2), 0.81)
+
+  # Every year: collected is bounded between reporting and expected.
+  expect_true(all(cov$n_units_collected >= cov$n_units_reporting))
+  expect_true(all(cov$n_units_collected <= cov$n_units_expected))
+})
+
+test_that(".coverage_table() candidates a government collected-but-absent from the category result (uscogdata#36)", {
+  # Direct regression test for the mechanism itself: n_units_collected's
+  # candidate list must be the caller's full expected cohort (expected_ids),
+  # never derived from `result`/`rows`. A government with zero rows in the
+  # requested category across every requested year never appears in
+  # `result` at all, so deriving candidates from `result` would silently
+  # drop exactly the "collected but real zero" governments this counter
+  # exists to count -- collapsing it back to n_units_reporting.
+  con <- uscogdata:::.ensure_session()
+
+  # A real fixture govid, present in spending_long_harmonized for 2019 (in
+  # SOME category), but absent from this fake category-specific `result`.
+  govid <- "011021100004"
+  fake_result <- data.frame(canonical_govid = character(0), year = integer(0))
+
+  cov <- uscogdata:::.coverage_table(
+    fake_result, years = 2019L, n_expected = 1L,
+    con = con, long_view = "spending_long_harmonized",
+    expected_ids = govid
+  )
+  expect_equal(cov$n_units_collected, 1L)
+  expect_equal(cov$n_units_reporting, 0L)
+
+  # Without a connection, long_view, or expected_ids, the lookup is skipped
+  # rather than silently wrong.
+  no_con <- uscogdata:::.coverage_table(fake_result, years = 2019L, n_expected = 1L)
+  expect_true(is.na(no_con$n_units_collected))
+
+  no_ids <- uscogdata:::.coverage_table(
+    fake_result, years = 2019L, n_expected = 1L,
+    con = con, long_view = "spending_long_harmonized"
+  )
+  expect_true(is.na(no_ids$n_units_collected))
+})
+
+test_that("n_units_collected uses the resolved basis's long view, not a hardcoded harmonized one (uscogdata#36)", {
+  # spending_long_harmonized only exists when schema_version >= 5 (R/views.R
+  # gates the harmonization views on it); on an older corpus cog_spending()
+  # resolves basis = "raw" and queries spending_long instead. The coverage
+  # lookup must follow the SAME resolved basis, not a literal
+  # "spending_long_harmonized", or it hard-errors with a DuckDB catalog
+  # error on every schema_version < 5 corpus -- a vintage the package
+  # otherwise explicitly still supports (see test-manifest.R's dual-accept
+  # tests).
+  skip_if_no_corpus()
+  with_doctored_schema_version(4L, {
+    con <- cog_open()
+    ids <- DBI::dbGetQuery(con,
+      "SELECT DISTINCT canonical_govid FROM spending_long WHERE year = 2011 LIMIT 3"
+    )$canonical_govid
+    expect_gte(length(ids), 3L)
+
+    roll <- suppressMessages(cog_geographic_rollup(
+      list(city = ids), category = NULL, years = 2011L))
+    expect_equal(attr(roll, "provenance")$basis, "raw")
+    cov <- attr(roll, "provenance")$coverage
+    expect_false(is.na(cov$n_units_collected))
+    expect_equal(cov$n_units_collected, length(ids))
+
+    cmp <- suppressMessages(cog_peer_compare(
+      target_govid = ids[1], peers = ids[-1], category = NULL, years = 2011L))
+    expect_equal(attr(cmp, "provenance")$basis, "raw")
+    cov_peers <- attr(cmp, "provenance")$coverage
+    expect_false(is.na(cov_peers$n_units_collected))
+  })
+})

tests/testthat/test-expenditure-concept.R

@@ -315,15 +315,17 @@ test_that("a mis-scoped cog_spending() call never attaches an M/L counterpart to
   # (SB194, cog_pipeline#64), so the recipe stopped being a candidate there.
   # FL state carries a real FY2011 B47 amount, so this exercises the guard
   # against a suggestion that genuinely fires.
+  #
+  # Issue #34: "IG Federal" maps to B-prefixed codes in summary_categories
+  # with category_type = 'revenue'. A spending verb (flow_prefixes E/F/G)
+  # now scopes its candidate query by category_type = 'expenditure', so it
+  # correctly finds NO candidates for this revenue-only category -- the
+  # suggestion machinery cannot fire, and no M/L counterpart is attached.
   r <- suppressMessages(
     cog_spending("120000226351", years = c(2005, 2011), category = "IG Federal")
   )
   sugg <- attr(r, "provenance")$suggestions
-  expect_gt(length(sugg), 0L)
+  expect_length(sugg, 0L)
-  ids <- vapply(sugg, function(s) s$recipe_id %||% "", character(1))
-  expect_true("ig_federal_b47_wide" %in% ids)
-  ig <- unlist(lapply(sugg, function(s) s$ig_recipe_id))
-  expect_length(ig, 0L)
 })
 
 test_that("C1: 'total' on a legacy aggregate-only family reports the IG-only figure honestly, not as Direct + IG", {

tests/testthat/test-explain.R

@@ -118,3 +118,17 @@ test_that("cog_explain prints denominator + popyear_range + counts", {
     expect_false(grepl("popyear range: 19-20", out, fixed = TRUE))
   })
 })
+
+test_that("cog_explain reports units collected alongside units reporting (uscogdata#36)", {
+  skip_if_no_corpus()
+  wi <- cog_gov_search(name = NULL, state = "WI", type = "city")
+  roll <- suppressMessages(cog_geographic_rollup(
+    govids = list(city = wi$canonical_govid), category = "Police",
+    years = 2012L))
+  out <- paste(c(
+    capture.output(cog_explain(roll)),
+    capture.output(cog_explain(roll), type = "message")
+  ), collapse = "\n")
+  expect_true(grepl("597 of 608 units collected", out, fixed = TRUE))
+  expect_true(grepl("485 reporting in this category", out, fixed = TRUE))
+})

tests/testthat/test-recipes.R

@@ -371,34 +371,45 @@ test_that("uscogdata#9: the revenue verb inherits the same trigger", {
   expect_null(sugg[[1]]$ig_recipe_id)
 })
 
-test_that("I1: cog_revenue never fabricates suppressed dollars for an expenditure-only recipe", {
+test_that("I1 + #34: cog_revenue never suggests expenditure-only recipes", {
   # uscogdata#9 review, finding I1: Corrections is an expenditure-only
-  # category (E04/E05). cog_revenue() naturally returns zero rows for it, so
+  # category (E04/E05). Before the flow_prefixes fix (#9), .suppressed_components()
-  # corrections_combined still fires as an empty_year suggestion (its own
+  # measured E04/E05 against cog_revenue()'s OWN view and reported $3.6B as
-  # generic join finds real E04/E05 data for this government) -- but before
+  # "suppressed" -- nothing was suppressed at all.
-  # the flow_prefixes fix, .suppressed_components() measured E04/E05 against
+  #
-  # cog_revenue()'s OWN view (which can never contain an E-coded row by
+  # Issue #34 builds on that: the candidate query now also filters by
-  # construction) and reported the full $3,631,945,000 as "suppressed",
+  # category_type ('revenue'), so expenditure-only recipes like corrections_combined
-  # when cog_spending() for the same gov/years/category actually returns
+  # (whose components E04/E05 are classified as 'expenditure' in summary_categories)
-  # $3,691,029,000 -- nothing was suppressed at all.
+  # are never even considered for a revenue verb. This is stronger than just
+  # suppressing the dollar claim -- it prevents the suggestion from firing at all.
   skip_if_no_corpus()
   r <- suppressMessages(
     cog_revenue("061037123085", years = 2019:2020, category = "Corrections"))
   sugg <- attr(r, "provenance")$suggestions
-  ids <- vapply(sugg, function(s) s$recipe_id, character(1))
+  ids <- vapply(sugg, function(s) s$recipe_id %||% "", character(1))
-  expect_true("corrections_combined" %in% ids)
 
-  hit <- sugg[[which(ids == "corrections_combined")]]
+  # corrections_combined should NOT appear -- its components are expenditure-only.
-  expect_equal(hit$suppressed_amount, 0)
+  expect_false("corrections_combined" %in% ids)
-  expect_equal(hit$suppressed_years, integer(0))
+})
-  expect_equal(hit$suppressed_codes, character(0))
 
-  # And cog_spending() for the identical gov/years/category is unaffected --
+test_that(".query_candidate_recipes() scopes candidates by category_type (#34)", {
-  # it actually finds the E04/E05 dollars the buggy measurement claimed were
+  # Direct assertion on the mechanism the two tests above exercise
-  # excluded.
+  # end-to-end: corrections_combined's own components (E04/E05) are
-  sp <- suppressMessages(
+  # category_type = 'expenditure' in summary_categories, so an
-    cog_spending("061037123085", years = 2019:2020, category = "Corrections"))
+  # expenditure-flavored flow_prefixes call must surface it and a
-  expect_equal(sum(sp$amt_nominal), 3691029000)
+  # revenue-flavored one must not. This queries only summary_categories/
+  # harmonization_recipes (no government data), so it runs against the
+  # bundled fixture with no skip_if_no_corpus() needed.
+  con <- uscogdata:::.ensure_session()
+
+  expenditure <- uscogdata:::.query_candidate_recipes(
+    con, category = "Corrections", flow_prefixes = c("E", "F", "G"))
+  expect_true("corrections_combined" %in% expenditure)
+
+  revenue <- uscogdata:::.query_candidate_recipes(
+    con, category = "Corrections",
+    flow_prefixes = c("T", "A", "U", "B", "C", "D"))
+  expect_false("corrections_combined" %in% revenue)
 })
 
 test_that("uscogdata#9: no partial-coverage fire in a modern year", {