list_categories
Retrieve program and facility categories with budget-line counts and total budgets to choose a valid category filter for project ranking queries.
Instructions
Program/facility categories (Library, Parks & Recreation, Sewer & Water, …)
with budget-line counts and total budget. Use a category name as the category
filter on rank_projects. Categories are derived from ten_year_plan_category +
sponsor_agency + fms-id prefix — NOT managing_agency or project name.
Interpretation rules:
[categories] Classify with the curated category_dim, not project-name searches: specific ten-year labels/FMS prefixes precede sponsor routing, then generic facility keywords and Other. Categories key on (managing_agency, fms_id); institution owner rules can use all-history ownership. Schedule category_scope='current' uses each PID's current funding links; 'all_history' includes former links. A PID can count in multiple categories, so schedule category counts are non-additive; each budget line has one category.
[grain] Schedule questions use PID; budget questions use the BUDGET LINE key (managing_agency, fms_id). The same FMS ID under different holders is distinct lines. Schedule history is PID x reporting_period; budget history is budget line x reporting_period; fiscal-year budgets also key on fiscal_year. The schedule source has no fms_id; budget sources have no pid. The combined source repeats rows across PID-budget links and location splits: deduplicate at the requested entity grain before counting or summing. Never compare budgets using fms_id alone.
[period_basis] Reporting-period basis: state the returned period for every count, total or ranking and both periods for comparisons. Period aggregates default to the latest complete snapshot, which may precede a partially published newer period. fms_location, fms_sponsor and lifetime_budget_variance are all-history dimensions without reporting_period: use them for enrichment or lifetime figures, never as a single period's inventory.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period | No | ||
| categories | Yes | ||
| provenance | Yes | ||
| interpretation_rules | Yes |