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uscogdata/man/cog_geographic_rollup.Rd
jared 93300ae0c1
R-CMD-check / check (push) Successful in 3m5s
feat: three-concept expenditure model classified by crosswalk membership (#11)
Rewrites expenditure/revenue classification off item-code first-letter
prefixes and onto summary_categories membership (F-018: prefix Y spans
revenue, expenditure, and balance codes), and exposes
expenditure_concept = c("primary", "direct", "total") with primary as
the new default:

  primary = operations + capital + assistance
  direct  = primary + interest + insurance_benefits   (Census Direct)
  total   = direct + intergovernmental                (M/L/Q via ig views)

- inst/sql: flow views (20-25) select by crosswalk membership;
  summary_categories moves to 11- so it registers before them (DuckDB
  binds view sources eagerly). The IG leg gains Q11/Q12/Q18 state
  school-system payments (F-017).
- R: one subtype scope per verb call drives the verb SQL, the
  harmonization exclusion count, and the complete = TRUE grid;
  flow_prefixes survives only to scope recipe suggestions.
  cog_geographic_rollup/cog_peer_compare accept primary|direct, still
  refuse total, and now actually pass the concept through.
- Balance codes can never reach a spending or revenue result
  (uscogdata#25), asserted at both view and verb level.
- Deletes the #11 skip; per the 2026-07-30 owner ruling the F-018 Y01
  proof is asserted against the crosswalk, not the default
  cog_revenue() call (which stays General Revenue pending #12).

Suite: 696 pass / 0 fail / 1 skip (#12, expected).

Closes #11
2026-07-30 16:56:50 -04:00

83 lines
3.6 KiB
R

% Generated by roxygen2: do not edit by hand
% Please edit documentation in R/rollup.R
\name{cog_geographic_rollup}
\alias{cog_geographic_rollup}
\title{Aggregate spending across state/county/city layers for a place}
\usage{
cog_geographic_rollup(
govids,
category,
years,
per_capita = FALSE,
adjust_to_year = NULL,
expenditure_concept = c("primary", "direct", "total"),
coverage = c("all", "census", "consistent")
)
}
\arguments{
\item{govids}{Named list with any non-empty subset of elements named
`state`, `county`, `city`. Each element is a character vector of
`canonical_govid` values. At least one layer required.}
\item{category}{Single category name or character vector (passed through
to [cog_spending()]).}
\item{years}{Integer vector of years.}
\item{per_capita}{If `TRUE`, per-capita uses each gov's own per-year
population from `gov_population_yearly`. Govs with missing population
are excluded from the result.}
\item{adjust_to_year}{Integer base year for CPI-U conversion, or `NULL`.}
\item{expenditure_concept}{`"primary"` (default), `"direct"`, or
`"total"` -- see [cog_spending()] for the three concepts. `"total"` is
refused here because combining Total across multiple layers of
government double-counts intergovernmental transfers (a state's payment
to a school district is the same dollar the district reports as its own
Direct spending); `"primary"` and `"direct"` combine safely.}
\item{coverage}{How to handle the Census of Governments survey cycle,
which is a **complete census only in years ending in 2 and 7** -- every
other year is a sample, and the sample varies enormously (on the bundled
fixture, Wisconsin's 608-city universe reports 597 governments in FY2012
and 112 in FY2019).
* `"all"` (default) -- every unit that reported that year. Unchanged
behaviour, so existing code keeps working.
* `"census"` -- census years only. Aborts if the requested range holds
none, rather than silently returning nothing.
* `"consistent"` -- only units reporting in *every* requested year, giving
a balanced panel.
Regardless of mode, `provenance$coverage` always carries per-year
`n_units_reporting`, `n_units_expected` and `is_census_year`, and
`provenance$coverage_mode` records the mode. `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. `n_units_reporting` is the number that tells the truth.}
}
\value{
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`,
`codes_included`, `aggregate_fallback`, `scope_note`, `notes`. Carries a
`provenance` attribute with `verb = "cog_geographic_rollup"`, `layers`,
and `rollup$included_govids` / `rollup$excluded_govids`.
}
\description{
Wraps [cog_spending()], tags each row with its layer, and attaches a
human-readable `scope_note` documenting geographic-scope caveats (e.g.
"county totals include areas outside the listed city"). Useful for
"place portraits" that compare a city to the surrounding county and
containing state on one set of axes.
}
\details{
When `per_capita = TRUE`, rows whose government has no observed
population in that year (`pop_source == "unavailable"`) are dropped from
the result. The dropped govids are recorded in
`provenance$rollup$excluded_govids`. This excludes special districts
(gov type 4) and school districts (gov type 5) from per-capita rollups
by design — see `vignette('population-denominators')`.
}