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feat: cog_balances(), a reader surface for cash and security holdings (#25) #28

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jared merged 22 commits from feat/cog-balances-25 into main 2026-08-03 11:52:13 -04:00
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3 changed files with 9 additions and 9 deletions
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CLAUDE.md
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@@ -64,7 +64,7 @@ Any value without `://` is treated as a local path by `.is_local_path()` and rea
**Version:** 0.1.0 (pre-release)
**Branch:** `main`, commit `d65e9fe`
**Tests:** 763 PASS / 0 FAIL / 0 SKIP (measured `testthat::test_local()`, 2026-08-03)
**Tests:** 764 PASS / 0 FAIL / 0 SKIP (measured `testthat::test_local()`, 2026-08-03, on the tree including the balance_caveats schema test)
**CI:** Gitea Actions green (`.gitea/workflows/ci.yml`)
### Completed (Tasks 2.1–2.7)
R/balances.R
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@@ -42,10 +42,10 @@
#' wide era to the modern one.
#'
#' @return Tibble with columns `year`, `canonical_govid`, `gov_name`,
#' `balance_subtype`, `category`, `amt_nominal`, optional
#' `amt_per_capita_nominal` and `pop_source` (when `per_capita = TRUE`),
#' optional `amt_real` and `amt_per_capita_real` (when `adjust_to_year` is
#' set), `codes_included`, `aggregate_fallback`, `notes`. Amounts are full
#' `balance_subtype`, `category`, `amt_nominal`, `codes_included`,
#' `aggregate_fallback`, plus optional `amt_per_capita_nominal` and
#' `pop_source` (when `per_capita = TRUE`), and optional `amt_real` and
#' `amt_per_capita_real` (when `adjust_to_year` is set). Amounts are full
#' US dollars.
#'
#' Carries a `provenance` attribute matching
man/cog_balances.Rd
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@@ -47,10 +47,10 @@ wide era to the modern one.}
}
\value{
Tibble with columns `year`, `canonical_govid`, `gov_name`,
`balance_subtype`, `category`, `amt_nominal`, optional
`amt_per_capita_nominal` and `pop_source` (when `per_capita = TRUE`),
optional `amt_real` and `amt_per_capita_real` (when `adjust_to_year` is
set), `codes_included`, `aggregate_fallback`, `notes`. Amounts are full
`balance_subtype`, `category`, `amt_nominal`, `codes_included`,
`aggregate_fallback`, plus optional `amt_per_capita_nominal` and
`pop_source` (when `per_capita = TRUE`), and optional `amt_real` and
`amt_per_capita_real` (when `adjust_to_year` is set). Amounts are full
US dollars.
Carries a `provenance` attribute matching