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33 changes: 21 additions & 12 deletions R/fiscal.R
Original file line number Diff line number Diff line change
Expand Up @@ -13,14 +13,21 @@
# * State governments (type 0). Census's 2004 and 2006 technical
# documentation names the Alabama and Michigan (September 30) and Texas
# (August 31) state governments as exceptions "included as though they
# were part of the June 30 group". The published corpus agrees for survey
# year 2020: those three states' federal aid jumps with the CARES Act in
# 2020, as the June-30 states' does, while New York (March 31) and 15
# large September-30 cities and counties jump in 2021 (measurements in
# uscogdata#77). For the other 47 states both rules give the same months.
# were part of the June 30 group". The published corpus agrees in two
# survey years (measurements in uscogdata#77):
# - 2020: those three states' federal aid jumps with the CARES Act in
# 2020, as the June-30 states' does, while New York (March 31) and 15
# large September-30 cities and counties jump in 2021.
# - 2009: their federal aid jumps with the 2009 stimulus in survey year
# 2009 and slows in 2011, as the June-30 states' does. Under the plain
# rule their 2009 would end in 2008, before the stimulus, and their
# 2011 would be the full stimulus year. The same 15 local governments
# jump in 2011, as the plain rule predicts for them.
# For the other 47 states both rules give the same months.
# * The District of Columbia (type 2 here), which the same documentation
# lists with the September-30 exceptions. The 2020 data neither confirms
# nor rules this out, so it rests on the documentation alone.
# lists with the September-30 exceptions. The 2009 and 2020 data each
# neither confirm nor rule this out, so it rests on the documentation
# alone.

# canonical_govids that follow the state-government rule without being type 0.
.SURVEY_YEAR_SAME_YEAR_GOVIDS <- c(
Expand Down Expand Up @@ -218,11 +225,13 @@
#' 30) that means October 2016 to September 2017, and for Texas (August 31)
#' September 2016 to August 2017. Census's 2004 and 2006 technical
#' documentation lists these three states as exceptions to the June 30 window,
#' and the corpus agrees in survey year 2020, the one year checked. The same
#' documentation lists the District of Columbia, so it is treated the same
#' way. That treatment has not been checked against the data. For New York
#' (March 31) and the 46 states with a June 30 year end, the two rules give
#' the same months.
#' and the corpus agrees in survey years 2009 and 2020, the two years checked:
#' their federal aid moves with the 2009 stimulus and the 2020 CARES Act in
#' the same survey years as the June 30 states' does. The same documentation
#' lists the District of Columbia, so it is treated the same way. Checks
#' against the 2009 and 2020 data were inconclusive for it, so that treatment
#' rests on the documentation alone. For New York (March 31) and the 46 states
#' with a June 30 year end, the two rules give the same months.
#'
#' A government can change its fiscal year end, so the periods are looked up
#' per government-year. Where the corpus has no `fiscal_year_end` for a
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12 changes: 7 additions & 5 deletions man/cog_fiscal_periods.Rd

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12 changes: 7 additions & 5 deletions man/cog_survey_year.Rd

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