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
uscogdata
Curated R reader for the Civilytics US Census of Governments finance corpus.
Provides unit-level financial profiles, geographic rollups, and peer comparisons with auditable provenance and built-in cross-vintage correctness. Reads the published corpus (Hive-partitioned parquet + manifest.json) directly from Nextcloud via DuckDB httpfs — no local bulk downloads required.
Status
Under active development (Phase 2 of the cog_pipeline project). See
../cog_pipeline/docs/reader-specification.md for the reader contract this
package implements.
Installation
# pak::pkg_install("gitea.civilytics.org/Civilytics/uscogdata")
Amounts are in full US dollars
Every amount column this package returns — amt_nominal, amt_real,
amt_per_capita_nominal, amt_per_capita_real — is in full US dollars.
The raw Census source files report thousands of dollars, and the corpus's
own amt column preserves that. The verbs multiply by 1000 on the way out, so
you never have to. The conversion is recorded in every result:
r <- cog_spending("552025209777", 2020L)
attr(r, "provenance")$transformations$units_conversion
#> $applied TRUE $source_unit "$1,000s (raw Census)" $target_unit "$USD" $multiplier 1000
Do not multiply again. If you have read elsewhere that COG amounts are in
$1,000s — true of the raw corpus, and of cog_explorer's conventions doc —
that rule does not apply to anything a cog_*() verb hands you. Applying it
twice overstates every figure by 1000x, and the result looks plausible rather
than obviously wrong.
Configuration
USCOGDATA_URL— corpus root URL (public Nextcloud share, trailing slash)USCOGDATA_CACHE_DIR— optional override for the manifest cache directoryUSCOGDATA_MANIFEST_TTL_SECS— optional manifest re-fetch TTL (default 3600)
Primary vs Direct vs Total spending
cog_spending(..., expenditure_concept = c("primary", "direct", "total"))
controls whose spending a result counts. Concepts are defined as sets of the
crosswalk's spend_subtype values — never item-code first letters, which
cannot classify correctly (the letter Y alone spans revenue, expenditure,
and balance codes):
"primary"(the default) is the government's own service provision: current operations, capital outlay, and assistance payments."direct"is Census's published Direct Expenditure:primaryplus interest on debt and insurance trust benefit payments (e.g. pensions)."total"additionally adds the intergovernmental leg — money handed to other governments to spend (M/Lcodes plusQ11/Q12/Q18state payments to school systems) — which is meaningful for describing one government's own budget over time, but double-counts when summed across governments (a state's payment to a county is the same dollar the county reports as its own direct spending).
Rule of thumb: any figure that spans more than one government uses
primary or direct. cog_geographic_rollup() and cog_peer_compare()
enforce this by refusing expenditure_concept = "total". See
vignette("total-spending", package = "uscogdata") for the full
explanation with worked examples.
Developer notes
Testing
The package ships a bundled fixture corpus at inst/extdata/fixture_corpus/ —
a 15 MB four-year slice (2011, 2012, 2019, 2020) of the full corpus covering
all 50 states. tests/testthat/setup.R automatically points USCOGDATA_URL
at this fixture, so the full test suite runs offline with no network
dependency:
devtools::test() # uses bundled fixture, no credentials required
Releasing against the live corpus
Before cutting a release, run the test suite against the published corpus to catch any drift between the fixture and the real data:
Sys.setenv(USCOGDATA_URL = "<published-corpus-url-with-trailing-slash>")
devtools::test()
When the live-corpus run is clean, strip the fixture from the built package by
adding this line to .Rbuildignore:
^inst/extdata/fixture_corpus$
The test suite is URL-agnostic — setup.R falls back to USCOGDATA_URL when
the bundled fixture is absent, so no test code changes are needed for the
release run or after stripping the fixture.