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uscogdata/NEWS.md
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jared e635a1fc9e feat!: require corpus schema_version 4 (Phase P canonical ids)
BREAKING CHANGE: canonical_govid is now uniformly 12 characters across
every vintage; corpora built against schema_version 3 are rejected.
Bumps MinCorpusSchema/MaxCorpusSchema to 4 and expected_version in
cog_open(). canonical_fips_xwalk grows to the 14-column Phase P master
schema (adds legacy_govs_id, census_geoid, id_source; confidence is
renamed to pop_confidence); .empty_xwalk_tibble() is rewritten to match.
2026-07-11 09:31:33 -04:00

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# uscogdata 0.1.0 (development)
## Breaking: corpus schema_version 4 (Phase P canonical ids)
* The package now requires corpus `schema_version = 4` (`MinCorpusSchema` /
`MaxCorpusSchema` in `DESCRIPTION` are both `4`); older corpora built
against schema 3 are rejected by `cog_open()` with a clear version-mismatch
error. `canonical_govid` is now uniformly 12 characters across every
vintage the corpus covers (previously a mix of 9-char legacy ids and
12-char FIPS ids depending on source year) — **every hardcoded
`canonical_govid` literal from a pre-Phase-P corpus is now invalid** and
must be re-resolved via `cog_gov_search()` or the new `canonical_alias`
lookup table. `canonical_fips_xwalk` gains four columns
(`legacy_govs_id`, `census_geoid`, `id_source`; `confidence` is renamed to
`pop_confidence`) and a companion `canonical_alias` table ships in the
corpus for mapping legacy/alternate ids onto the current canonical
namespace. The bundled fixture corpus (`inst/extdata/fixture_corpus/`) has
been regenerated against the Phase P publish tree, now ships the full
`canonical_fips_xwalk` and `canonical_alias` master tables alongside the
2019-2020 long partitions, and is reproducible via
`data-raw/regenerate_fixture_corpus.R`.
## Clearer errors when `USCOGDATA_URL` is unconfigured or returns non-JSON
* `cog_open()` now aborts with the `uscogdata_url_not_configured` error
class when the resolved corpus URL still contains the placeholder
`REPLACE_WITH_SHARE_TOKEN` sentinel (or is empty). The message lists both
remediation paths (`Sys.setenv(USCOGDATA_URL = ...)` and
`options(uscogdata.url = ...)`) and points at the bundled fixture for
offline testing. Previously the package proceeded to fetch the placeholder
URL, cached the resulting HTML welcome page, and failed downstream with a
cryptic `jsonlite` lexical-error.
* `.fetch_or_cache_manifest()` now parses the HTTP response body before
persisting it. Non-JSON responses (login pages, 404 HTML) raise
`uscogdata_invalid_manifest` with the URL, Content-Type, and underlying
parse error — and never write to the on-disk cache.
* Manifest cache writes are now atomic (write to `manifest.json.tmp.<pid>`
in `cache_dir`, then `file.rename` over the target), so an interrupted
fetch cannot replace a previously-good cache.
* Existing caches with non-JSON content (poisoned by the prior code path)
are silently refetched instead of returning a parse error to the caller.
* Local `USCOGDATA_URL` paths whose `manifest.json` is not valid JSON now
surface the same `uscogdata_invalid_manifest` class with file context.
## Per-capita denominators now use per-year Census F-33 population
* `cog_spending()` and `cog_revenue()` previously divided all years' amounts
by a single ACS 2018-2022 estimate (`canonical_fips_xwalk.population_acs`),
producing biased per-capita values for time-series analysis. They now
divide by the F-33 `population` recorded on each gov-year via the new
`gov_population_yearly` view. Result tibbles gain a `pop_source` column
with values `"census_f33"` or `"unavailable"`. `notes` is updated to
concatenate multiple notes with `"; "`.
## Peer cohorts can be set to a chosen year
* `cog_find_peers()` adds a `year` argument (default: most recent year for
which the target has an observed population in `gov_population_yearly`).
The returned column previously named `population_acs` is now `population`
and reflects the cohort year's vintage. The cohort year is attached to the
returned tibble as `attr(x, "cohort_year")`.
* `cog_peer_compare()` now stamps a `cohort_year` column on its result (read
from the peers tibble's attribute) and records `cohort_year` plus
`cohort_govids` in provenance. When the caller supplies a bare character
vector instead of a `cog_find_peers()` result, `cohort_year` is `NA`.
## Rollups exclude govs missing population
* `cog_geographic_rollup(per_capita = TRUE)` drops rows whose government has
`pop_source == "unavailable"` and records the dropped govids in
`provenance$rollup$excluded_govids`. This excludes special districts
(type 4) and school districts (type 5) from per-capita rollups by design.
## New: vignette and provenance metadata
* New vignette `population-denominators` covers the four population sources,
the type-4/5 coverage gap, the popyear quirk, and how to build moving-window
peer cohorts manually.
* Provenance gains `transformations$per_capita$popyear_range` and
`pop_source_counts`. `cog_explain()` renders both.
## New features
* `cog_gov_search()` gains a **basket mode**: passing vector `name`
/ `state` / `type` arguments resolves multiple place names in one
call and returns a tibble of canonical rows in input order, ready
to pipe into `cog_spending()` / `cog_revenue()`. Per-row resolution
follows an exact-then-substring matching algorithm with deterministic
disambiguation; ambiguous and missing entries are surfaced via a
sidecar audit tibble plus a single console summary message.
* New exports `cog_basket_resolution()` and `cog_basket_unresolved()`
expose the basket sidecar for iterative query refinement.
## Breaking changes
* The first formal of `cog_gov_search()` was renamed from `pattern`
to `name`. All existing call sites in `cog_explorer/` and the
package itself use positional first-arg, so this rename is
non-breaking in practice. Callers that pass `pattern = ...` by name
must update to `name = ...`.