frictionlessdata / datapackage-fiscal

Fiscal Data Package is a lightweight and user-oriented format for publishing and consuming fiscal data. Fiscal data packages are made of simple and universal components. They can be produced from ordinary spreadsheet software and used in any environment.

https://fiscal.datapackage.org/

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Customisable options for direction ("operation character") #2

Open pwalsh opened 7 years ago

pwalsh commented 7 years ago

Description

Fiscal Data Package v0.3 has a direction concept. There are two fixed directions of "expenditure" and "revenue". We have clear examples of the limitations of this from Australian budgets, from Israeli budgets, and US budgets.

Additionally, the idea of direction is strongly tied to "expenditure" and "revenue". The OpenBudgets.eu Data Model calls this "Operation Character", which I think is preferable.

@akariv has a solution for Operation Character as a customisable sequence for Fiscal Data Package v1.0.0. We'll share a draft here.

See prior discussion here

Tasks

[ ] @akariv to share draft implementation / example / wording

pwalsh commented 7 years ago

@akariv also related, this discussion on supporting non-monetary measures: https://github.com/openspending/fiscal-data-package/issues/138

akariv commented 7 years ago

I think we should remove the strict set of options from the spec, especially as properties of measures.

Certain fiscal system have more than just the two basic directions
Certain files will have both income and expenditure rows.

The proposed solution would be to:

For files with just one direction for all rows:
- Do nothing
- Create a constant virtual column with a direction column-type and the direction name as the value
For files with multiple directions for rows:
- Map the column that states the direction to the direction column-type

akariv commented 7 years ago

BTW, same goes for phase and currency.

pwalsh commented 6 years ago

@akariv

Can you:

Add here a brief description, and a sample snippet, of the new syntax/handling being proposed for v1.
Additionally, link to the current text of the v1 spec in whole.

akariv commented 6 years ago

This is the working draft of the v1 FDP spec: https://hackmd.io/BwNgpgrCDGDsBMBaAhtALARkWsPEE5posR8RxgAzffWfDIA=?view

This new spec removes the strict rules on 'direction'. Direction is now a ColumnType, meaning it could be used to describe an existing column of the data, or as a 'constant value' column, adding this information as meta-data. It could also be omitted completely by the users, in cases it's not applicable. There are no restrictions on the values of direction, and that's left for the users of the data to interpret based on local context.