'Total spending' semantics: design cog_spending()/docs so colloquial total-spending queries resolve to the right concept #6
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opened 2026-07-23 10:37:37 -04:00 by jared
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Surfaced while building the client-facing Southern API guide
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Reference: Civilytics/uscogdata#6
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Companion to census_of_governments_finance_pipeline#28 (Option B ruling, 2026-07-23) and #42 there.
Context. The corpus will publish ONE aggregate row per legacy family = the Direct-expenditure flavor; Census's "Total" concept = Direct + the function's M-code (intergovernmental), an exact identity. Owner directive: colloquial "total spending" questions are first-class — "total spending in my county, 2017 vs today" (single-gov trend) and "all counties in my state, 10 years ago vs today vs the neighboring state" (cross-gov rollup). The second shape MUST use Direct (summing Total double-counts intergovernmental flows).
Design work in this package:
cog_spending()and the rollup/peer verbs: e.g. an explicitconcept = c("direct", "total")argument withdirectdefault, wheretotaladds the M-code rows and is refused/warned for cross-government rollups (cog_geographic_rollup,cog_peer_compare) unless intergovernmental de-duplication is explicitly acknowledged.e813ffddiscipline).