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uscogdata/inst/sql/11-summary_categories.sql
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

8 lines
378 B
SQL

-- Category crosswalk. Numbered 11 (not with the other reference tables at
-- 30+) because the flow views (20-25) classify by MEMBERSHIP in this table
-- and DuckDB binds a view's sources eagerly at CREATE VIEW time, so it must
-- already exist when they register.
CREATE OR REPLACE VIEW summary_categories AS
SELECT *
FROM read_parquet('{url}data/summary_categories.parquet');