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uk-payslip dashboard: count gross comp on taxable_pay (P60) basis
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The 'Yearly receipt' + 'YTD gross salary' panels summed salary+bonus+rsu_vest
(rsu_vest = net/partial RSU), understating gross by ~£73k/yr. Switch to
COALESCE(taxable_pay, gross_pay) + pension_sacrifice = true P60 gross (verified:
23/24 -> £286,288, 25/26 -> £416,646, matching the P60 + job-hunter realized
bar). 'Yearly receipt' rsu_gross is now the real gross RSU (£150k/£271k, not
£70k/£128k). Relabel the Sankey RSU inflow 'RSU (net vested)' for honesty;
leave cash-flow/net_pay + the (taxable_pay-based) reconciliation/rate panels.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Viktor Barzin 2026-06-02 23:23:14 +00:00
parent aa0d6511b2
commit 7a7abe4cbe
1 changed files with 3 additions and 3 deletions
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6
stacks/monitoring/modules/monitoring/dashboards/uk-payslip.json
View file

@ -1767,7 +1767,7 @@
"rawQuery": true,
"editorMode": "code",
"format": "table",
"rawSql": "WITH r AS (SELECT * FROM payslip_ingest.payslip WHERE $__timeFilter(pay_date)), 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), agg AS (SELECT COALESCE(SUM(salary), 0) AS salary, COALESCE(SUM(bonus), 0) AS bonus, COALESCE(SUM(rsu_vest), 0) AS rsu_vest, COALESCE(SUM(GREATEST(gross_pay - salary - bonus - rsu_vest, 0)), 0) AS other_income, COALESCE(SUM(net_pay), 0) AS net_pay, COALESCE(SUM(GREATEST(0, income_tax - rsu_paye_marginal)), 0) AS cash_income_tax, COALESCE(SUM(rsu_paye_marginal + rsu_ni_marginal), 0) AS rsu_tax_marginal, COALESCE(SUM(GREATEST(0, national_insurance - rsu_ni_marginal)), 0) AS cash_ni, COALESCE(SUM(pension_employee), 0) AS pension, COALESCE(SUM(student_loan), 0) AS student_loan, COALESCE(SUM(rsu_offset), 0) AS rsu_offset FROM m) SELECT 'Salary' AS source, 'Gross' AS target, salary AS value FROM agg WHERE salary > 0 UNION ALL SELECT 'Bonus', 'Gross', bonus FROM agg WHERE bonus > 0 UNION ALL SELECT 'RSU', 'Gross', rsu_vest FROM agg WHERE rsu_vest > 0 UNION ALL SELECT 'Other income', 'Gross', other_income FROM agg WHERE other_income > 0 UNION ALL SELECT 'Gross', 'Net pay', net_pay FROM agg WHERE net_pay > 0 UNION ALL SELECT 'Gross', 'Income Tax (cash)', cash_income_tax FROM agg WHERE cash_income_tax > 0 UNION ALL SELECT 'Gross', 'Tax on RSU vest', rsu_tax_marginal FROM agg WHERE rsu_tax_marginal > 0 UNION ALL SELECT 'Gross', 'National Insurance (cash)', cash_ni FROM agg WHERE cash_ni > 0 UNION ALL SELECT 'Gross', 'Pension', pension FROM agg WHERE pension > 0 UNION ALL SELECT 'Gross', 'Student Loan', student_loan FROM agg WHERE student_loan > 0 UNION ALL SELECT 'Gross', 'RSU Offset', rsu_offset FROM agg WHERE rsu_offset > 0"
"rawSql": "WITH r AS (SELECT * FROM payslip_ingest.payslip WHERE $__timeFilter(pay_date)), 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), agg AS (SELECT COALESCE(SUM(salary), 0) AS salary, COALESCE(SUM(bonus), 0) AS bonus, COALESCE(SUM(rsu_vest), 0) AS rsu_vest, COALESCE(SUM(GREATEST(gross_pay - salary - bonus - rsu_vest, 0)), 0) AS other_income, COALESCE(SUM(net_pay), 0) AS net_pay, COALESCE(SUM(GREATEST(0, income_tax - rsu_paye_marginal)), 0) AS cash_income_tax, COALESCE(SUM(rsu_paye_marginal + rsu_ni_marginal), 0) AS rsu_tax_marginal, COALESCE(SUM(GREATEST(0, national_insurance - rsu_ni_marginal)), 0) AS cash_ni, COALESCE(SUM(pension_employee), 0) AS pension, COALESCE(SUM(student_loan), 0) AS student_loan, COALESCE(SUM(rsu_offset), 0) AS rsu_offset FROM m) SELECT 'Salary' AS source, 'Gross' AS target, salary AS value FROM agg WHERE salary > 0 UNION ALL SELECT 'Bonus', 'Gross', bonus FROM agg WHERE bonus > 0 UNION ALL SELECT 'RSU (net vested)', 'Gross', rsu_vest FROM agg WHERE rsu_vest > 0 UNION ALL SELECT 'Other income', 'Gross', other_income FROM agg WHERE other_income > 0 UNION ALL SELECT 'Gross', 'Net pay', net_pay FROM agg WHERE net_pay > 0 UNION ALL SELECT 'Gross', 'Income Tax (cash)', cash_income_tax FROM agg WHERE cash_income_tax > 0 UNION ALL SELECT 'Gross', 'Tax on RSU vest', rsu_tax_marginal FROM agg WHERE rsu_tax_marginal > 0 UNION ALL SELECT 'Gross', 'National Insurance (cash)', cash_ni FROM agg WHERE cash_ni > 0 UNION ALL SELECT 'Gross', 'Pension', pension FROM agg WHERE pension > 0 UNION ALL SELECT 'Gross', 'Student Loan', student_loan FROM agg WHERE student_loan > 0 UNION ALL SELECT 'Gross', 'RSU Offset', rsu_offset FROM agg WHERE rsu_offset > 0"
}
]
},
@ -2078,7 +2078,7 @@
"rawQuery": true,
"editorMode": "code",
"format": "table",
"rawSql": "SELECT tax_year, SUM(salary - COALESCE(pension_sacrifice, 0)) AS salary_cash, SUM(COALESCE(pension_sacrifice, 0)) AS pension_sacrifice, SUM(bonus) AS bonus, SUM(rsu_vest) AS rsu_gross FROM payslip_ingest.payslip GROUP BY tax_year ORDER BY tax_year"
"rawSql": "SELECT tax_year, SUM(salary - COALESCE(pension_sacrifice, 0)) AS salary_cash, SUM(COALESCE(pension_sacrifice, 0)) AS pension_sacrifice, SUM(bonus) AS bonus, SUM(COALESCE(taxable_pay, gross_pay) + COALESCE(pension_sacrifice, 0) - salary - bonus) AS rsu_gross FROM payslip_ingest.payslip GROUP BY tax_year ORDER BY tax_year"
}
]
},
@ -2145,7 +2145,7 @@
"rawQuery": true,
"editorMode": "code",
"format": "time_series",
"rawSql": "WITH projected AS (SELECT ((CURRENT_DATE - INTERVAL '12 months')::date + (pay_date - MAKE_DATE(SUBSTRING(tax_year, 1, 4)::int, 4, 6)))::timestamp AS t, tax_year, SUM(gross_pay) OVER (PARTITION BY tax_year ORDER BY pay_date) AS ytd FROM payslip_ingest.payslip) SELECT t AS \"time\", tax_year AS metric, ytd AS ytd_gross FROM projected ORDER BY t, tax_year"
"rawSql": "WITH projected AS (SELECT ((CURRENT_DATE - INTERVAL '12 months')::date + (pay_date - MAKE_DATE(SUBSTRING(tax_year, 1, 4)::int, 4, 6)))::timestamp AS t, tax_year, SUM(COALESCE(taxable_pay, gross_pay) + COALESCE(pension_sacrifice, 0)) OVER (PARTITION BY tax_year ORDER BY pay_date) AS ytd FROM payslip_ingest.payslip) SELECT t AS \"time\", tax_year AS metric, ytd AS ytd_gross FROM projected ORDER BY t, tax_year"
}
]
}