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uscogdata/man/cog_spending.Rd
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feat: complete = TRUE fills absent cells with their meaning (#18)
Sparsification (cog_pipeline#64, SB194) stopped the corpus storing the wide
era's explicit zeros, which made absence ambiguous:

  <= FY2011  dense_source   absent => Census published $0
  >= FY2012  sparse_source  absent => not reported, unknown

A wide-era query whose cells were all $0 had begun returning nothing at all,
with no way to get them back -- strictly less than the reader exposed before,
which is why #64 filed this follow-on.

complete = TRUE fills the requested grid from `code_set` and stamps every row
with value_source: "reported", "census_zero" (amt 0), or "not_reported"
(amt NA). The NA is the point. Filling a modern absence with 0 would invent
data, which is exactly the error the representation contract exists to
prevent -- and it makes this strictly MORE informative than the
pre-sparsification corpus, which could not tell a published zero from an
unreported cell either.

Measured on the fixture, Broward County: FY2011 returns 28 reported + 16
census_zero; FY2019 returns 30 reported + 14 not_reported. The five
categories that walkthrough finding F-006 read as "retired at FY2012" now
report themselves correctly as census_zero before and not_reported after.

Scoping decisions, each of which would invent rows if taken loosely:

  - The grid is per government TYPE (code_set.type). Filling against the
    union of all types would give a county cells like "state IG transfer to
    school districts", indistinguishable from real census zeros.
  - NOT is_aggregate, mirroring spending_long/revenue_long. Without it the
    grid offers cells those views never return, so each would fill as a
    phantom $0.
  - Filling happens BEFORE per_capita and inflation, so a census_zero stays
    0 through both and a not_reported stays NA rather than becoming 0.

Two new views (36-representation, 37-code_set) are gated on the manifest
LISTING those tables, not on schema_version. Sparsification did not bump the
version -- the fixture this package shipped against until 2026-07-30 was
already v6 and carried neither table -- so a version gate would register a
view over a missing file and fail at CREATE VIEW time on exactly the corpora
the check exists to tolerate. with_corpus_missing_representation() models
that corpus and asserts the abort.

Refused where the fill would be guesswork, both classed
uscogdata_complete_unsupported: a recipe defines its own component codes and
never touches summary_categories; the intergovernmental leg deliberately
keeps aggregate rows (inst/sql/24-ig_long.sql) so its cells are not the ones
code_set describes.

Expected cell sets in the tests are computed from the corpus parquet
directly, never through the verb -- verifying what a filter does through
that same filter proves nothing.

Closes DoD 2, 3 and 4 of #18. DoD 5 (the cog-api follow-on) is filed
separately.

Suite: 658 pass / 0 fail / 3 skip (was 629/0/3). rcmdcheck clean.
2026-07-30 11:47:51 -04:00

130 lines
6.2 KiB
R

% Generated by roxygen2: do not edit by hand
% Please edit documentation in R/spending.R
\name{cog_spending}
\alias{cog_spending}
\title{Summarized spending by category}
\usage{
cog_spending(
govid,
years,
category = NULL,
per_capita = FALSE,
adjust_to_year = NULL,
basis = c("harmonized", "raw"),
recipe = NULL,
expenditure_concept = c("direct", "total"),
complete = FALSE
)
}
\arguments{
\item{govid}{Character vector of `canonical_govid` values.}
\item{years}{Integer vector of years.}
\item{category}{Character vector of category names (from
`summary_categories.category`), or `NULL` for all categories.}
\item{per_capita}{If `TRUE`, adds `amt_per_capita_nominal` (and
`amt_per_capita_real` when `adjust_to_year` is set) using the per-year
Census F-33 population from `gov_population_yearly`. Result also gains
a `pop_source` column with values `"census_f33"` or `"unavailable"`
(the latter for gov types 4/5 and any row whose population is missing
in that year).}
\item{adjust_to_year}{Integer base year for CPI-U real-dollar conversion,
or `NULL` for nominal only.}
\item{basis}{`"harmonized"` (default) sums item codes through the
cross-vintage harmonization mapping (folding series-break-affected
codes onto a comparable target and excluding aggregate / discontinued
rows -- see the `harmonization` block in `cog_explain()`); `"raw"`
reproduces the pre-Phase-R2 behavior (published item codes, no
folding). On a corpus with `schema_version < 5` (no harmonization
tables), `basis` silently resolves to `"raw"` when left at its default
and the resolution is recorded in the provenance; explicitly passing
`basis = "harmonized"` on such a corpus aborts. Ignored when `recipe`
is set (see below).}
\item{recipe}{Optional harmonization recipe id (see [cog_recipes()]) for
multi-code cross-vintage series that a 1:1 harmonized_code mapping
can't express (e.g. a wide-era aggregate that only splits into leaf
codes in the modern era). Mutually exclusive with `category`. The
result's subtype column reads `"recipe"` and `category` reads the
recipe's label. Requires `schema_version >= 5`. A recipe query bypasses
`basis` entirely (it joins `long` directly rather than going through
the `*_annotated`/`*_annotated_harmonized` views), so the `basis`
argument is ignored and the result's provenance reports
`basis = "recipe"` with an inert `harmonization` block (`applied =
FALSE`, pointing at the `recipe` block instead) rather than a
possibly-misleading `"harmonized"`/`"raw"` value.}
\item{expenditure_concept}{`"direct"` (default) returns only the
government's own direct spending (item codes `E`/`F`/`G`), unchanged
from prior releases. `"total"` additionally UNIONs in the
intergovernmental leg -- payments to local governments (`M` codes) and
to the state government (`L` codes, excluding the `L--` family-total
rollup) -- so results gain rows with `spend_subtype ==
"intergovernmental"`. Requires the active corpus's `summary_categories`
to carry M/L rows (added by cog_pipeline PR #59); aborts with class
`uscogdata_ig_categories_unsupported` on an older corpus rather than
silently under-reporting. Mutually exclusive with `recipe` (a recipe
already defines its own component codes). **Do not sum `"total"`
results across levels of government** (e.g. state + county + city):
a state's `M12` payment to a school district is the same dollar the
district reports as its own direct `E12`, so summing both double-counts
it. This matters in particular with [cog_geographic_rollup()], which
sums across exactly that kind of multi-layer government set.
In the legacy wide era (<= FY2011), some functions are published ONLY
as an aggregate-flagged family total (e.g. Corrections' `E04`/`E05`
split), which the Direct leg excludes by construction but the IG leg
deliberately keeps (see `inst/sql/24-ig_long.sql`). For a `"total"`
query, any (year, category) where this leaves intergovernmental rows
with NO Direct counterpart is flagged: the affected rows' `notes`
name the harmonization recipe that recovers the missing Direct
component (when one exists), and
`provenance$expenditure_concept_direct_suppressed` is `TRUE` -- the
figure in those rows is the intergovernmental leg alone, not Direct +
IG.}
\item{complete}{If `TRUE`, fill the requested grid so that a cell the
corpus does not carry still appears, labelled with **why** it is
missing, and add a `value_source` column to every row:
* `"reported"` — the corpus carries this cell.
* `"census_zero"` — dense-source year (`<= FY2011`), cell absent:
Census published `$0`. `amt_nominal` is `0`.
* `"not_reported"` — sparse-source year (`>= FY2012`), cell absent: the
government did not report, and the value is unknown. `amt_nominal` is
`NA`, **not** `0` — writing a zero there would invent data.
The grid comes from the corpus's `code_set` table, scoped to each
government's own type, so a county is never filled with cells only a
state can report. Reported rows are passed through untouched.
Defaults to `FALSE` (the historical behaviour: absent cells simply do
not appear). Needs a corpus published from 2026-07-29 onward, which is
when `representation`/`code_set` began shipping; aborts with class
`uscogdata_representation_unavailable` otherwise. Not available with
`recipe` or with `expenditure_concept = "total"` (class
`uscogdata_complete_unsupported`) — neither draws its cells from
`code_set`.}
}
\value{
Tibble with columns `year`, `canonical_govid`, `gov_name`,
`spend_subtype`, `category`, `amt_nominal`, optional `amt_real`,
optional `amt_per_capita_nominal`, optional `amt_per_capita_real`,
optional `pop_source`, `codes_included`, `aggregate_fallback`, `notes`,
and `value_source` when `complete = TRUE`.
Carries a `provenance` attribute matching `inst/schemas/provenance-v1.json`,
whose `completion` block reports `applied`, `rows_filled`, and the
per-year `absence_means` rule that was applied.
}
\description{
One row per `(year, canonical_govid, spend_subtype, category)`. Amounts are
returned in **full U.S. dollars** (the raw corpus stores them in $1,000s;
this verb multiplies by 1000 so downstream code can freely rescale to
millions/billions). The conversion is recorded in the provenance attribute
under `transformations$units_conversion`.
}