jared
93300ae0c1
R-CMD-check / check (push) Successful in 3m5s
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
83 lines
3.6 KiB
R
83 lines
3.6 KiB
R
% Generated by roxygen2: do not edit by hand
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% Please edit documentation in R/rollup.R
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\name{cog_geographic_rollup}
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\alias{cog_geographic_rollup}
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\title{Aggregate spending across state/county/city layers for a place}
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\usage{
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cog_geographic_rollup(
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govids,
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category,
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years,
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per_capita = FALSE,
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adjust_to_year = NULL,
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expenditure_concept = c("primary", "direct", "total"),
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coverage = c("all", "census", "consistent")
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)
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}
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\arguments{
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\item{govids}{Named list with any non-empty subset of elements named
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`state`, `county`, `city`. Each element is a character vector of
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`canonical_govid` values. At least one layer required.}
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\item{category}{Single category name or character vector (passed through
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to [cog_spending()]).}
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\item{years}{Integer vector of years.}
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\item{per_capita}{If `TRUE`, per-capita uses each gov's own per-year
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population from `gov_population_yearly`. Govs with missing population
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are excluded from the result.}
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\item{adjust_to_year}{Integer base year for CPI-U conversion, or `NULL`.}
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\item{expenditure_concept}{`"primary"` (default), `"direct"`, or
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`"total"` -- see [cog_spending()] for the three concepts. `"total"` is
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refused here because combining Total across multiple layers of
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government double-counts intergovernmental transfers (a state's payment
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to a school district is the same dollar the district reports as its own
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Direct spending); `"primary"` and `"direct"` combine safely.}
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\item{coverage}{How to handle the Census of Governments survey cycle,
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which is a **complete census only in years ending in 2 and 7** -- every
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other year is a sample, and the sample varies enormously (on the bundled
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fixture, Wisconsin's 608-city universe reports 597 governments in FY2012
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and 112 in FY2019).
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* `"all"` (default) -- every unit that reported that year. Unchanged
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behaviour, so existing code keeps working.
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* `"census"` -- census years only. Aborts if the requested range holds
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none, rather than silently returning nothing.
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* `"consistent"` -- only units reporting in *every* requested year, giving
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a balanced panel.
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Regardless of mode, `provenance$coverage` always carries per-year
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`n_units_reporting`, `n_units_expected` and `is_census_year`, and
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`provenance$coverage_mode` records the mode. `is_census_year` is a
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statement about the **survey calendar**, never a claim of completeness:
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FY1967 is a census year in which only 97 of Wisconsin's 608 cities
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report. `n_units_reporting` is the number that tells the truth.}
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}
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\value{
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Tibble with columns `year`, `layer`, `canonical_govid`, `gov_name`,
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`spend_subtype`, `category`, `amt_nominal`, optional `amt_real` /
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`amt_per_capita_nominal` / `amt_per_capita_real`, optional `pop_source`,
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`codes_included`, `aggregate_fallback`, `scope_note`, `notes`. Carries a
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`provenance` attribute with `verb = "cog_geographic_rollup"`, `layers`,
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and `rollup$included_govids` / `rollup$excluded_govids`.
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}
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\description{
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Wraps [cog_spending()], tags each row with its layer, and attaches a
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human-readable `scope_note` documenting geographic-scope caveats (e.g.
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"county totals include areas outside the listed city"). Useful for
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"place portraits" that compare a city to the surrounding county and
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containing state on one set of axes.
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}
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\details{
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When `per_capita = TRUE`, rows whose government has no observed
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population in that year (`pop_source == "unavailable"`) are dropped from
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the result. The dropped govids are recorded in
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`provenance$rollup$excluded_govids`. This excludes special districts
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(gov type 4) and school districts (gov type 5) from per-capita rollups
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by design — see `vignette('population-denominators')`.
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}
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