monitoring(uk-payslip): add yearly receipt stacked barchart panel
New panel 16 (barchart, h=11, y=179): one stacked bar per tax year showing total comp split into net pay (bank deposit), cash income tax, RSU tax (band-aware marginal: PAYE+NI), cash NI, student loan, pension salary- sacrifice, and RSU offset (Variant A only). X-axis = tax_year (categorical), y-axis = currencyGBP. Bar height ≈ gross_pay + pension_sacrifice (small over-attribution in Variant A years where the band-aware model exceeds recorded payslip PAYE).
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Viktor Barzin
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1 changed files with 210 additions and 0 deletions
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@ -2325,6 +2325,216 @@
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"rawSql": "WITH vest_by_month AS (SELECT DATE_TRUNC('month', vest_date)::date AS vest_month, ticker, SUM(shares_vested) AS shares_vested, SUM(gross_value_gbp) AS broker_gross_gbp, SUM(tax_withheld_gbp) AS broker_tax_gbp FROM payslip_ingest.rsu_vest_events GROUP BY 1, 2), payslip_by_month AS (SELECT DATE_TRUNC('month', pay_date)::date AS vest_month, SUM(rsu_vest) AS payslip_rsu_gbp, SUM(income_tax - COALESCE(cash_income_tax, income_tax)) AS payslip_rsu_tax_gbp FROM payslip_ingest.payslip WHERE rsu_vest > 0 GROUP BY 1) SELECT COALESCE(v.vest_month, p.vest_month) AS vest_month, v.ticker, v.shares_vested, v.broker_gross_gbp, p.payslip_rsu_gbp, (p.payslip_rsu_gbp - v.broker_gross_gbp) AS gross_delta_gbp, v.broker_tax_gbp, p.payslip_rsu_tax_gbp, (p.payslip_rsu_tax_gbp - v.broker_tax_gbp) AS tax_delta_gbp, CASE WHEN v.broker_tax_gbp IS NULL OR v.broker_tax_gbp = 0 THEN NULL ELSE ABS(p.payslip_rsu_tax_gbp - v.broker_tax_gbp) * 100.0 / v.broker_tax_gbp END AS tax_delta_pct FROM vest_by_month v FULL OUTER JOIN payslip_by_month p ON p.vest_month = v.vest_month ORDER BY vest_month DESC"
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}
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]
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},
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{
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"id": 16,
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"title": "Yearly receipt — where total comp went per tax year",
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"description": "One stacked bar per tax year. Bar height ≈ total comp (gross_pay + pension salary-sacrifice). Stacks: net pay (bank deposit), cash income tax, RSU tax (band-aware marginal: PAYE+NI), cash NI, student loan, pension via salary-sacrifice, RSU offset (Variant A only). Always shows all years — ignores the time picker.",
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"type": "barchart",
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"datasource": {
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"type": "grafana-postgresql-datasource",
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"uid": "payslips-pg"
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},
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"gridPos": {
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"h": 11,
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"w": 24,
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"x": 0,
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"y": 179
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},
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"fieldConfig": {
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"defaults": {
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"color": {
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"mode": "palette-classic"
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},
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"unit": "currencyGBP",
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"custom": {
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"axisPlacement": "auto",
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"axisLabel": "",
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"axisCenteredZero": false,
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"fillOpacity": 80,
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"gradientMode": "none",
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"lineWidth": 1,
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"hideFrom": {
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"legend": false,
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"tooltip": false,
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"viz": false
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},
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"thresholdsStyle": {
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"mode": "off"
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}
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}
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},
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"overrides": [
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{
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"matcher": {
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"id": "byName",
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"options": "net_pay"
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},
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"properties": [
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{
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"id": "color",
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"value": {
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"mode": "fixed",
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"fixedColor": "green"
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}
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},
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{
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"id": "displayName",
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"value": "Net pay (bank deposit)"
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}
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]
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},
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{
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"matcher": {
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"id": "byName",
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"options": "cash_income_tax"
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},
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"properties": [
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{
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"id": "color",
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"value": {
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"mode": "fixed",
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"fixedColor": "#C4162A"
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}
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},
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{
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"id": "displayName",
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"value": "Income Tax (cash)"
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}
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]
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},
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{
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"matcher": {
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"id": "byName",
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"options": "rsu_tax_marginal"
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},
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"properties": [
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{
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"id": "color",
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"value": {
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"mode": "fixed",
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"fixedColor": "#E0652E"
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}
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},
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{
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"id": "displayName",
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"value": "Tax on RSU vest (band-aware marginal)"
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}
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]
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},
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{
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"matcher": {
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"id": "byName",
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"options": "cash_ni"
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},
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"properties": [
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{
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"id": "color",
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"value": {
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"mode": "fixed",
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"fixedColor": "orange"
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}
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},
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{
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"id": "displayName",
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"value": "National Insurance (cash)"
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}
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]
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},
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{
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"matcher": {
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"id": "byName",
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"options": "student_loan"
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},
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"properties": [
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{
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"id": "color",
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"value": {
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"mode": "fixed",
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"fixedColor": "#8B4513"
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}
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},
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{
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"id": "displayName",
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"value": "Student Loan"
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}
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]
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},
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{
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"matcher": {
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"id": "byName",
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"options": "pension_sacrifice"
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},
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"properties": [
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{
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"id": "color",
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"value": {
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"mode": "fixed",
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"fixedColor": "#CE96D8"
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}
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},
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{
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"id": "displayName",
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"value": "Pension (salary sacrifice)"
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}
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]
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},
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{
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"matcher": {
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"id": "byName",
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"options": "rsu_offset"
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},
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"properties": [
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{
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"id": "color",
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"value": {
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"mode": "fixed",
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"fixedColor": "#888888"
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}
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},
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{
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"id": "displayName",
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"value": "RSU Offset (Variant A)"
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}
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]
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}
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]
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},
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"options": {
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"barRadius": 0,
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"barWidth": 0.6,
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"groupWidth": 0.7,
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"orientation": "auto",
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"showValue": "auto",
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"stacking": "normal",
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"xField": "tax_year",
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"xTickLabelRotation": 0,
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"xTickLabelSpacing": 0,
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"legend": {
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"calcs": [
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"sum"
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],
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"displayMode": "table",
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"placement": "bottom"
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},
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"tooltip": {
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"mode": "multi",
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"sort": "desc"
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}
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},
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"targets": [
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{
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"refId": "A",
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"datasource": {
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"type": "grafana-postgresql-datasource",
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"uid": "payslips-pg"
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},
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"rawQuery": true,
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"editorMode": "code",
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"format": "table",
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"rawSql": "WITH r AS (SELECT * FROM payslip_ingest.payslip), ani AS (SELECT *, COALESCE(SUM(gross_pay - COALESCE(pension_sacrifice, 0)) OVER (PARTITION BY tax_year ORDER BY pay_date ROWS BETWEEN UNBOUNDED PRECEDING AND 1 PRECEDING), 0) AS ani_prior FROM r), slice AS (SELECT *, ani_prior + gross_pay - COALESCE(rsu_vest, 0) - COALESCE(pension_sacrifice, 0) AS ani_pre, ani_prior + gross_pay - COALESCE(pension_sacrifice, 0) AS ani_post FROM ani), m AS (SELECT *, GREATEST(0, LEAST(ani_post, 12570) - GREATEST(ani_pre, 0)) * 0.00 + GREATEST(0, LEAST(ani_post, 50270) - GREATEST(ani_pre, 12570)) * 0.20 + GREATEST(0, LEAST(ani_post, 100000) - GREATEST(ani_pre, 50270)) * 0.40 + GREATEST(0, LEAST(ani_post, 125140) - GREATEST(ani_pre, 100000)) * 0.60 + GREATEST(0, ani_post - GREATEST(ani_pre, 125140)) * 0.45 AS rsu_paye_marginal, GREATEST(0, LEAST(ani_post, 12570) - GREATEST(ani_pre, 0)) * 0.00 + GREATEST(0, LEAST(ani_post, 50270) - GREATEST(ani_pre, 12570)) * 0.08 + GREATEST(0, ani_post - GREATEST(ani_pre, 50270)) * 0.02 AS rsu_ni_marginal FROM slice) SELECT tax_year, SUM(net_pay) AS net_pay, SUM(GREATEST(0, income_tax - rsu_paye_marginal)) AS cash_income_tax, SUM(rsu_paye_marginal + rsu_ni_marginal) AS rsu_tax_marginal, SUM(GREATEST(0, national_insurance - rsu_ni_marginal)) AS cash_ni, SUM(student_loan) AS student_loan, SUM(COALESCE(pension_sacrifice, 0)) AS pension_sacrifice, SUM(rsu_offset) AS rsu_offset FROM m GROUP BY tax_year ORDER BY tax_year"
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}
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]
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}
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],
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"refresh": "5m",
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