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[monitoring] UK Payslip dashboard v3.1 — add YTD reconciliation panel

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Adds panel 6 that reconciles each payslip's reported YTD summary block
(ytd_gross, ytd_taxable_pay, ytd_tax_paid) against the cumulative sum
of extracted per-payslip values within the same tax year. Any Δ > £0.02
flags a parser regression, missing slip, or duplicate ingest — the
algebraic companion to the existing missing-months panel.

Variant A payslips (pre-mid-2022) carry no YTD block and are filtered
out via WHERE ytd_gross IS NOT NULL.
This commit is contained in:
Viktor Barzin 2026-04-19 13:12:57 +00:00
parent 581aed5fcc
commit 13cc5d956e
1 changed files with 310 additions and 0 deletions
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310
stacks/monitoring/modules/monitoring/dashboards/uk-payslip.json
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@ -649,6 +649,316 @@
"rawSql": "SELECT pay_date, employer, tax_year, gross_pay, (gross_pay - rsu_vest) AS cash_gross, salary, bonus, rsu_vest, rsu_offset, pension_sacrifice, taxable_pay, income_tax, national_insurance, pension_employee, pension_employer, student_loan, COALESCE(other_deductions, '{}'::jsonb) AS other_deductions, net_pay, validated, paperless_doc_id FROM payslip_ingest.payslip WHERE $__timeFilter(pay_date) ORDER BY pay_date DESC"
}
]
},
{
"id": 6,
"title": "YTD reconciliation \u2014 reported vs computed",
"description": "Reconciles each payslip's reported YTD summary block against the cumulative sum of extracted per-payslip values within the same tax year. Any \u0394 > \u00a30.02 is a parser regression, a missing slip, or a duplicate ingest. Variant A payslips (pre-mid-2022) have no YTD block and are excluded.",
"type": "table",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "payslips-pg"
},
"gridPos": {
"h": 12,
"w": 24,
"x": 0,
"y": 39
},
"fieldConfig": {
"defaults": {
"custom": {
"align": "right",
"cellOptions": {
"type": "auto"
},
"inspect": false
},
"thresholds": {
"mode": "absolute",
"steps": [
{
"color": "green",
"value": null
}
]
}
},
"overrides": [
{
"matcher": {
"id": "byName",
"options": "pay_date"
},
"properties": [
{
"id": "custom.width",
"value": 110
},
{
"id": "custom.align",
"value": "left"
}
]
},
{
"matcher": {
"id": "byName",
"options": "tax_year"
},
"properties": [
{
"id": "custom.width",
"value": 80
}
]
},
{
"matcher": {
"id": "byName",
"options": "gross_pay"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
}
]
},
{
"matcher": {
"id": "byName",
"options": "ytd_gross_reported"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
}
]
},
{
"matcher": {
"id": "byName",
"options": "ytd_gross_computed"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
}
]
},
{
"matcher": {
"id": "byName",
"options": "delta_gross"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
},
{
"id": "custom.cellOptions",
"value": {
"type": "color-background",
"mode": "basic"
}
},
{
"id": "thresholds",
"value": {
"mode": "absolute",
"steps": [
{
"color": "red",
"value": null
},
{
"color": "green",
"value": -0.02
},
{
"color": "red",
"value": 0.02
}
]
}
}
]
},
{
"matcher": {
"id": "byName",
"options": "taxable_pay"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
}
]
},
{
"matcher": {
"id": "byName",
"options": "ytd_taxable_reported"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
}
]
},
{
"matcher": {
"id": "byName",
"options": "ytd_taxable_computed"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
}
]
},
{
"matcher": {
"id": "byName",
"options": "delta_taxable"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
},
{
"id": "custom.cellOptions",
"value": {
"type": "color-background",
"mode": "basic"
}
},
{
"id": "thresholds",
"value": {
"mode": "absolute",
"steps": [
{
"color": "red",
"value": null
},
{
"color": "green",
"value": -0.02
},
{
"color": "red",
"value": 0.02
}
]
}
}
]
},
{
"matcher": {
"id": "byName",
"options": "income_tax"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
}
]
},
{
"matcher": {
"id": "byName",
"options": "ytd_tax_reported"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
}
]
},
{
"matcher": {
"id": "byName",
"options": "ytd_tax_computed"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
}
]
},
{
"matcher": {
"id": "byName",
"options": "delta_tax"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
},
{
"id": "custom.cellOptions",
"value": {
"type": "color-background",
"mode": "basic"
}
},
{
"id": "thresholds",
"value": {
"mode": "absolute",
"steps": [
{
"color": "red",
"value": null
},
{
"color": "green",
"value": -0.02
},
{
"color": "red",
"value": 0.02
}
]
}
}
]
}
]
},
"options": {
"cellHeight": "sm",
"footer": {
"show": false
}
},
"targets": [
{
"refId": "A",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "payslips-pg"
},
"rawQuery": true,
"editorMode": "code",
"format": "table",
"rawSql": "SELECT pay_date, tax_year, gross_pay, ytd_gross AS ytd_gross_reported, SUM(gross_pay) OVER w AS ytd_gross_computed, (ytd_gross - SUM(gross_pay) OVER w) AS delta_gross, taxable_pay, ytd_taxable_pay AS ytd_taxable_reported, SUM(taxable_pay) OVER w AS ytd_taxable_computed, (ytd_taxable_pay - SUM(taxable_pay) OVER w) AS delta_taxable, income_tax, ytd_tax_paid AS ytd_tax_reported, SUM(income_tax) OVER w AS ytd_tax_computed, (ytd_tax_paid - SUM(income_tax) OVER w) AS delta_tax FROM payslip_ingest.payslip WHERE $__timeFilter(pay_date) AND ytd_gross IS NOT NULL WINDOW w AS (PARTITION BY tax_year ORDER BY pay_date) ORDER BY pay_date DESC"
}
]
}
],
"refresh": "5m",