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uscogdata/man/cog_categories.Rd
jared da726a61f6
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fix: cog_categories() surfaces balance subtypes and accepts type = "balance"
The balance work added category_type = "balance" rows to the corpus and
cog_balances() to read them, but left cog_categories() -- the discovery
surface -- unable to describe them:

- subtype COALESCEd only spend_subtype and revenue_subtype, so every balance
  row came back with subtype = NA
- type rejected "balance", so there was no way to ask for the holdings
  taxonomy at all

Both matter downstream: cog-api derives its subtype vocabulary from
cog_categories(), so an NA subtype becomes an unusable API parameter. Found
while implementing cog-api#26.

Note cog_balances() itself still takes no subtype argument -- for holdings
category is a strict coarsening of balance_subtype -- but the value belongs
in the discovery surface regardless.

Tests read the expected subtype set independently from the crosswalk parquet
rather than from the function under test.
2026-08-03 12:02:26 -04:00

37 lines
1.4 KiB
R

% Generated by roxygen2: do not edit by hand
% Please edit documentation in R/categories.R
\name{cog_categories}
\alias{cog_categories}
\title{List available spending / revenue categories}
\usage{
cog_categories(type = NULL, pattern = NULL)
}
\arguments{
\item{type}{Either `NULL` (default, every row: expenditure, revenue and
balance), `"spending"`, `"revenue"`, or `"balance"`.}
\item{pattern}{Optional regex matched case-insensitively against the
`category` column (e.g. `"Police"` or `"Tax"`).}
}
\value{
Tibble with columns `category`, `category_type`, `subtype`,
`n_codes`, `item_codes` (comma-separated, alphabetical). Sorted by
`category_type`, `category`, `subtype`.
}
\description{
Returns the category taxonomy exposed by the corpus's
`summary_categories` view, grouped to one row per
`(category, subtype)` pair. Use this to discover valid `category`
values for [cog_spending()] / [cog_revenue()] / [cog_balances()] /
[cog_geographic_rollup()] and to audit which Census item codes feed
each category.
}
\details{
`subtype` COALESCEs the crosswalk's three subtype columns, so it carries
`spend_subtype` on expenditure rows, `revenue_subtype` on revenue rows and
`balance_subtype` on balance rows. Note that [cog_balances()] itself takes
no `subtype` argument — for holdings, `category` is a strict coarsening of
`balance_subtype` — but the value is surfaced here because it is the
discovery surface downstream consumers build their vocabulary from.
}