jared
c7260cb20c
C1: spending_long/spending_long_harmonized filter NOT is_aggregate but
ig_long deliberately doesn't (legacy IG lives on aggregate rows), so a
legacy aggregate-only family (e.g. Corrections pre-2012) can survive on
the IG leg while Direct is suppressed. expenditure_concept = "total"
then UNIONs an IG-only figure that reads as a plausible Total, and the
coverage-gap suggestion machinery -- fed the UNION'd result -- saw the
surviving IG row as coverage and stayed silent.
(a) .build_suggestions() is now fed a Direct-leg-only view of the
result (IG rows filtered out before the gap-years computation),
so the recipe hints fire for "total" exactly as they do for
"direct".
(b) Any row where IG has dollars but Direct has none for the same
(year, canonical_govid, category) is now flagged: the row's
`notes` name the recovering recipe (drawn from the Direct-leg
suggestions), and provenance gains an explicit
`expenditure_concept_direct_suppressed` boolean plus an appended
warning on `expenditure_concept_note` -- both cheap for a
downstream consumer (cog-api passes provenance through verbatim)
to test, rather than silently asserting Direct + IG when that
arithmetic didn't happen.
Measured before/after on AL state government, Corrections, 2011:
"total" already correctly returns the corpus's actual IG-only figure
($31,358,000, vs. true Direct of $521,651,000 via recipe =
"corrections_combined"), but before this fix it did so with 0
suggestions and an unqualified "Total = Direct + IG" note; after, it
fires 3 recipe hints and both the row notes and provenance say plainly
that Direct is unavailable through this basis.
C2: the 66 M/L summary_categories rows arrived via cog_pipeline PR #59
with no schema_version bump, so schema_version can't gate "total" --
a pre-#59 corpus can report any supported schema_version and still
have zero M/L category rows, in which case ig_annotated's LEFT JOIN
silently produces NA category/spend_subtype (0 rows for a specific
category, or one invisible NA-subtype group for category = NULL). New
.require_ig_categories() checks summary_categories directly and aborts
with class uscogdata_ig_categories_unsupported, naming PR #59 and
directing the user to a newer corpus.
Reconciles tests/testthat/test-views.R's v4-shaped-corpus test (whose
synthetic summary_categories carries only one E36 row) by asserting
the new guard fires against that same connection, rather than leaving
the two silently contradictory.
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")
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)
Direct vs Total spending
cog_spending(..., expenditure_concept = c("direct", "total")) controls
whose spending a result counts. "direct" (the default) is a government's
own current operations, capital outlay, and other direct spending. "total"
additionally adds in the intergovernmental legs — money it hands to other
governments to spend on its behalf — 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
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 3.6 MB two-year slice (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.