Commit graph

161 commits

Author SHA1 Message Date
Viktor Barzin
dd2b7de291 fix: HA Sofia REST sensors + PVC drift safety
Two real issues found while triaging HomeAssistantCriticalSensorUnavailable
alerts and the prometheus + technitium PVC Terminating-but-in-use
state from the earlier session.

1. idrac-redfish-exporter + snmp-exporter ingresses: auth=required →
   auth=none. HA Sofia REST sensors scrape these endpoints
   programmatically; with Authentik forward-auth in front, every
   request got a 302 to authentik.viktorbarzin.me and the REST
   sensors parsed the HTML login page instead of metrics — leaving
   the R730, UPS, and ~20 other sensors permanently unavailable.
   The allow_local_access_only IP allowlist (192.168.0.0/16 +
   10.0.0.0/8) already gates external access, so authentik on top
   was breaking machine-to-machine traffic for no security gain.

2. prometheus_server_pvc + technitium primary_config_encrypted:
   add lifecycle.ignore_changes = [spec[0].resources[0].requests].
   The autoresizer expands these PVCs; PVCs can't shrink. Without
   the ignore, every TF apply tried to revert the live size back
   to the TF spec value, hit K8s's shrink-forbidden rule, and
   force-replaced the PVC. Because the pod still mounted it, the
   PVC went into Terminating-but-protected limbo — fine until a
   pod restart would have orphaned the volume. Root cause of the
   2026-05-10 PVC Terminating incident.

Bonus: prometheus_server_pvc threshold was the inverted "90%" (the
same bug the bulk fecfa211 sweep fixed elsewhere; my regex only
matched "80%" so this one slipped through). Now "10%".

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-22 14:16:43 +00:00
Viktor Barzin
e75bcaf394 k8s-version-upgrade: automated kubeadm/kubelet/kubectl upgrade pipeline
Adds a weekly detection CronJob (Sun 12:00 UTC) that probes apt-cache madison
on master for new patches + HEAD pkgs.k8s.io for next-minor availability,
then POSTs to claude-agent-service to dispatch the k8s-version-upgrade agent.

The agent (.claude/agents/k8s-version-upgrade.md) orchestrates:
  pre-flight (5 nodes Ready + halt-on-alert + 24h-quiet + plan target match)
    -> etcd snapshot save
    -> optional master containerd skew fix
    -> apt repo URL rewrite (minor bumps only)
    -> drain/upgrade/uncordon master via ssh < update_k8s.sh
    -> sequential workers k8s-node4 -> 3 -> 2 -> 1 with 10-min soak each
    -> post-flight verification

Two new Upgrade Gates alerts catch failure modes:
  - K8sVersionSkew (kubelet/apiserver gitVersion mismatch >30m)
  - EtcdPreUpgradeSnapshotMissing (in_flight without snapshot_taken >10m)

update_k8s.sh refactored to take --role / --release args; the agent shells
it into each node via SSH pipe. update_node.sh annotated as OS-major path.

Operator-facing docs: docs/runbooks/k8s-version-upgrade.md and a new section
in docs/architecture/automated-upgrades.md.

Secrets: secret/k8s-upgrade/{ssh_key,ssh_key_pub,slack_webhook} (ed25519
keypair distributed to all 5 nodes via authorized_keys; slack_webhook
reuses kured webhook URL on initial deploy).
2026-05-22 14:16:42 +00:00
Viktor Barzin
ff5538a667 ingress_factory: replace protected bool with auth enum + audit pass across 100 stacks
Phase 3+4 of default-deny ingress plan. Replaces the `protected = bool` (default
false → unprotected) variable in `modules/kubernetes/ingress_factory` with
`auth = string` enum (default "required" → fail-closed). Touches every
ingress_factory caller so the audit decision is recorded explicitly in code.

ingress_factory (Phase 3):
- `auth = "required"`: standard Authentik forward-auth (the legacy
  `protected = true` semantic).
- `auth = "public"`: forward-auth via the new `authentik-forward-auth-public`
  middleware → dedicated public outpost → guest auto-bind. Logged-in users
  keep their real identity.
- `auth = "none"`: no Authentik middleware. For Anubis-fronted content, native
  client APIs (Git, /v2/, WebDAV), webhook receivers, the Authentik outpost
  itself.
- `effective_anti_ai` default flips ON only when `auth = "none"` (auth-gated
  ingresses don't need anti-AI noise; the auth flow already discourages bots).

Audit pass (Phase 4) across 96 ingress_factory call sites:
- 49 explicit `protected = true`     → `auth = "required"`
- 8 explicit `protected = false`     → `auth = "none"` (5) or `auth = "public"` (3)
- 64 previously-default (no protected line) → `auth = "required"` ADDED, then
  reviewed individually:
  * 9 Anubis-fronted (blog, www, kms, travel, f1, cyberchef, jsoncrack,
    homepage, wrongmove UI, privatebin) → `auth = "none"`
  * 22 native-client / programmatic surfaces (Forgejo Git+/v2/, webhook
    handler, claude-memory MCP, Nextcloud WebDAV, Matrix, Vault CLI/OIDC,
    xray VPN, ntfy, woodpecker webhooks, n8n triggers, ntfy push, dawarich
    location ingestion, immich frame kiosk, headscale CP, send anonymous
    drops, rybbit beacon, vaultwarden API, Authentik UI itself + outposts) →
    `auth = "none"`
  * Remaining ~33 → `auth = "required"` confirmed (admin tools, internal
    UIs, services without app-level auth)
- Smoke-test promotions to `auth = "public"`: fire-planner public UI,
  k8s-portal API, insta2spotify callback.

Three call sites in wrapper modules (`stacks/freedify/factory/`,
`stacks/reverse-proxy/modules/reverse_proxy/`) keep their internal `protected`
bool — they translate to `auth` internally, out of scope for this rename.

Behavior change: previously-default ingresses now fail closed (require
Authentik login) unless explicitly flipped to `auth = "none"` or
`auth = "public"`. This is the audit goal — no more accidentally-unprotected
surfaces. Sites that were intentionally public (Anubis content, native APIs,
webhooks) are now explicitly recorded as `auth = "none"`.

Drive-by: `modules/create-vm/main.tf` picked up cosmetic alignment via
`terraform fmt -recursive` during the audit. Behavior-neutral.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-22 14:16:42 +00:00
Viktor Barzin
4103ea2ba0 monitoring(prometheus): keep all 4 kubelet_volume_stats_inodes metrics
pvc-autoresizer's GetMetrics() returns volume stats for a PVC only if
all four kubelet_volume_stats metrics (available_bytes, capacity_bytes,
inodes_free, inodes) are retrieved. The keep-list in the
kubernetes-nodes scrape job had available_bytes and capacity_bytes
(post 9d5da4d8) but was missing the two inode metrics, so the
autoresizer's reconcile logged "failed to get volume stats" for every
PVC and never resized anything.

Add kubelet_volume_stats_inodes and kubelet_volume_stats_inodes_free
to the regex.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-22 14:16:42 +00:00
Viktor Barzin
278ef5f19b monitoring(grafana): swap python3 for jq in folder-ACL local-exec
CI image (ci/Dockerfile) is alpine + jq, no python3. The
grafana_admin_only_folder_acl null_resource was parsing /api/folders
with a python3 oneliner, which crashed every CI apply with
"python3: command not found" and made every monitoring stack apply
fail in CI (worked locally because the dev VM has python3).

jq is already in the CI image and produces the same output.
2026-05-22 14:16:41 +00:00
Viktor Barzin
5c0ea96a91 infra: re-enable unattended-upgrades with kured prometheus-gating
Reverses the March 2026 outage mitigation that disabled unattended-
upgrades cluster-wide. Now re-enables it on the k8s template VM with:

  - Allowed-Origins limited to security/updates pockets
  - Package-Blacklist for k8s/containerd/runc/calico-node (apt-mark
    hold on the cluster-critical components)
  - Automatic-Reboot disabled — kured drives the actual reboots
  - Compatible with the existing kured + sentinel-gate flow

kured side:
  - rebootDelay 30s, concurrency 1
  - Sentinel cool-down stretched 30m → 24h (aligns with the 24h soak
    window from the post-mortem)
  - prometheusUrl + alertFilterRegexp wired so any firing non-ignored
    alert halts the rollout. Ignore-list excludes self-referential
    alerts (Watchdog/RebootRequired/KuredNodeWasNotDrained/
    InfoInhibitor) that would otherwise deadlock kured.

Prometheus side (already partly landed in 6c4e0966 — the "Upgrade
Gates" rule group):
  - Refine `KubeQuotaAlmostFull` to include the resourcequota label in
    both the on-clause and the summary, so multi-quota namespaces
    (authentik, beads-server, frigate) report the quota name correctly.

grafana.tf: terraform fmt whitespace only.

Together with the post-mortem 2026-03-22 (memory id=390) the loop is
closed: unattended-upgrades runs again, kernel-class updates can land,
but only when cluster health is green and the reboot window is open.
2026-05-22 14:16:41 +00:00
Viktor Barzin
fe75fad467 monitoring: protect grafana ingress with authentik + disable anonymous
- add traefik-authentik-forward-auth to grafana ingress middleware list
- disable auth.anonymous (was Viewer-by-default for the public)
- enable auth.proxy with X-authentik-username so Authentik users get
  signed in seamlessly (no double-login UX)

Prometheus and Alertmanager already had forward-auth — no change.
2026-05-22 14:16:41 +00:00
Viktor Barzin
6c294d4bb0 authentik: zero-endpoints alert + upgrade-validation checklist
Add `AuthentikForwardAuthFallbackActive` Prometheus alert: fires on
sustained 401/s spike on the websecure entrypoint (>5/s for 5m), which
is the symptom of the auth-proxy Emergency-Access fallback firing —
in turn caused by zero ready endpoints on the outpost service.

Why this rule and not `kube_endpoint_address_available == 0`:
kube-state-metrics endpoint metrics exist as series names but never
have current values in this Prometheus pipeline (something is dropping
them silently). Detecting the failure at the edge via Traefik is more
reliable than instrumenting the broken middle.

Also fix the pre-existing `AuthentikOutpostForwardAuth400Spike` regex
— the service label is `authentik-ak-outpost-...`, not
`authentik-authentik-outpost-...`, so the alert never matched any
series and never could have fired. Verified in Prometheus before/after
the fix.

Add an "Upgrade Validation Checklist" section to
`.claude/reference/authentik-state.md` with the seven-step smoke test
to run after Authentik chart bumps, provider bumps, or outpost pod
recreation. Covers the brittle surfaces (Service selector, JSON
patches, postgres backend wiring, access_token_validity TTL, edge
auth flow, plan-to-zero).
2026-05-22 14:16:41 +00:00
Viktor Barzin
a89d4a7d2a anubis: pull f1 off Anubis (XHR-vs-challenge collision) + add latency alerts
f1.viktorbarzin.me is a SPA whose JS fetches /schedule, /embed,
/embed-asset, … on the same path tree. With Anubis fronting `/`,
those XHRs land on the challenge HTML even when the cookie *should*
be valid, breaking the page with `Unexpected token '<', "<!doctype "
... is not valid JSON`. Removed Anubis from f1 — would need a path
carve-out (the way wrongmove does for /api) to re-enable. Added a
top-of-block comment so future me remembers why.

Plus four new Prometheus alerts in `Slow Ingress Latency` group
(stacks/monitoring/.../prometheus_chart_values.tpl):

- IngressTTFBHigh         (warn, 10m, avg latency >1s)
- IngressTTFBCritical     (crit, 5m,  avg latency >3s)
- IngressErrorRate5xxHigh (crit, 5m,  5xx >5%)
- AnubisChallengeStoreErrors (crit, 5m, any 5xx on *anubis* services
  via Traefik — proxies for the in-pod challenge-store error since
  Anubis itself only exposes Go-runtime metrics)

Notes from the alert author: avg-not-p95 because the existing
Prometheus scrape config drops traefik bucket series; once those
are restored, swap to histogram_quantile(0.95). TraefikDown inhibit
rule extended to suppress these four during a Traefik outage.
2026-05-10 11:12:40 +00:00
Viktor Barzin
8c619278d3 grafana: env-var datasources + reloader so Vault rotations stop breaking dashboards
Wealth, Payslips, and Job-Hunter Grafana datasources all baked the
rotating PG password into their ConfigMap at TF-apply time, so every
7-day Vault static-role rotation silently broke the panels until a
manual `terragrunt apply`. Same family as the recurring grafana-mysql
backend bug — Grafana caches creds at startup and never picks up the
new ESO-synced password without a restart.

Fix:
- Each source stack now creates an ExternalSecret in `monitoring`
  exposing the rotating password as `<NAME>_PG_PASSWORD` env-var.
- Grafana mounts those via `envFromSecrets` (optional=true so a
  missing source stack doesn't block boot) and the datasource
  ConfigMaps reference `$__env{<NAME>_PG_PASSWORD}` instead of a
  literal password.
- `reloader.stakater.com/auto: "true"` on the Grafana pod restarts
  it whenever any of the four DB-cred Secrets is updated.

Tested end-to-end: forced `vault write -force database/rotate-role/
pg-wealthfolio-sync` → ESO synced (~30s) → reloader fired →
Grafana booted with new env in ~50s total → all three /api/datasources
/uid/*/health endpoints return "Database Connection OK".

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-10 11:12:39 +00:00
Viktor Barzin
8c09543391 fix: restore pvc-autoresizer by allow-listing kubelet_volume_stats_available_bytes
The Prometheus scrape config for the kubernetes-nodes job kept
capacity_bytes + used_bytes but dropped available_bytes. pvc-autoresizer
computes utilization from available/capacity, so without that metric it
was silent for every PVC in the cluster — including mailserver, which
filled to 89% (1.7G/2.0G) and started rejecting all inbound mail with
'452 4.3.1 Insufficient system storage' (15+ hours, all real senders:
Brevo, Gmail, Facebook).

Also bumps the floors of mailserver (2Gi -> 5Gi, limit 10Gi) and forgejo
(15Gi -> 30Gi) PVCs to recover from the immediate outage, and adds
ignore_changes on requests.storage so future autoresizer expansions
don't cause TF drift.
2026-05-10 11:12:37 +00:00
Viktor Barzin
e110b40a4a monitoring(wealth): monthly contrib-vs-mkt as line chart, not bars
User asked for two lines instead of side-by-side bars at monthly
granularity. Converts panel 25 from barchart to timeseries:

  * type: barchart -> timeseries
  * format: table -> time_series, SELECT month::timestamp AS time
  * drawStyle line, lineWidth 2, fillOpacity 0, showPoints auto
  * Same blue (contributions) / green (market gain) colour overrides

Where the green line rises above the blue line is the visual cue that
the market out-earned new contributions for that month -- the trend
the user wants to track.

Diff is small (15 ins / 28 del) because the bar-chart-only fields
(barRadius, barWidth, groupWidth, stacking, xField, xTickLabelRotation)
are dropped.
2026-05-07 23:29:35 +00:00
Viktor Barzin
84fd752747 monitoring(wealth): monthly contributions vs market gain bar chart
Goal stated by user: see when monthly market gain starts to exceed
monthly contributions, i.e. the inflection point where the market is
out-earning savings rather than the other way around.

New panel id=25 between the annual decomposition (13) and per-account
ROI (14): bar chart with two side-by-side bars per month --
contributions (blue) and market gain (green). Same calculation as
panel 13 but month-grain instead of year-grain. Months where the
green bar dwarfs the blue one are visible at a glance.

SQL: same endpoints CTE pattern as panel 13, with date_trunc('month',
valuation_date) as the grouping key. Uses max_complete cutoff so
partial-today doesn't skew the latest month.

Layout: panels at y >= 75 shifted down by 11 (chart height). New
chart at y=75; panel 14 (per-account ROI) -> y=86; panel 10
(activity log) -> y=96.

Spot check (recent months from PG):
  2025-07: contrib +£5,601    market +£42,295   <- big market month
  2025-09: contrib +£1,501    market +£24,206
  2026-02: contrib +£35,501   market +£41,382
  2026-03: contrib +£5,501    market -£38,483   <- correction
  2026-04: contrib +£73,267   market +£21,448
2026-05-07 23:29:34 +00:00
Viktor Barzin
4ec40ea804 [forgejo] Phases 3+4+5: cutover, decommission, docs sweep
End of forgejo-registry-consolidation. After Phase 0/1 already landed
(Forgejo ready, dual-push CI, integrity probe, retention CronJob,
images migrated via forgejo-migrate-orphan-images.sh), this commit
flips everything off registry.viktorbarzin.me onto Forgejo and
removes the legacy infrastructure.

Phase 3 — image= flips:
* infra/stacks/{payslip-ingest,job-hunter,claude-agent-service,
  fire-planner,freedify/factory,chrome-service,beads-server}/main.tf
  — image= now points to forgejo.viktorbarzin.me/viktor/<name>.
* infra/stacks/claude-memory/main.tf — also moved off DockerHub
  (viktorbarzin/claude-memory-mcp:17 → forgejo.viktorbarzin.me/viktor/...).
* infra/.woodpecker/{default,drift-detection}.yml — infra-ci pulled
  from Forgejo. build-ci-image.yml dual-pushes still until next
  build cycle confirms Forgejo as canonical.
* /home/wizard/code/CLAUDE.md — claude-memory-mcp install URL updated.

Phase 4 — decommission registry-private:
* registry-credentials Secret: dropped registry.viktorbarzin.me /
  registry.viktorbarzin.me:5050 / 10.0.20.10:5050 auths entries.
  Forgejo entry is the only one left.
* infra/stacks/infra/main.tf cloud-init: dropped containerd
  hosts.toml entries for registry.viktorbarzin.me +
  10.0.20.10:5050. (Existing nodes already had the file removed
  manually by `setup-forgejo-containerd-mirror.sh` rollout — the
  cloud-init template only fires on new VM provision.)
* infra/modules/docker-registry/docker-compose.yml: registry-private
  service block removed; nginx 5050 port mapping dropped. Pull-
  through caches for upstream registries (5000/5010/5020/5030/5040)
  stay on the VM permanently.
* infra/modules/docker-registry/nginx_registry.conf: upstream
  `private` block + port 5050 server block removed.
* infra/stacks/monitoring/modules/monitoring/main.tf: registry_
  integrity_probe + registry_probe_credentials resources stripped.
  forgejo_integrity_probe is the only manifest probe now.

Phase 5 — final docs sweep:
* infra/docs/runbooks/registry-vm.md — VM scope reduced to pull-
  through caches; forgejo-registry-breakglass.md cross-ref added.
* infra/docs/architecture/ci-cd.md — registry component table +
  diagram now reflect Forgejo. Pre-migration root-cause sentence
  preserved as historical context with a pointer to the design doc.
* infra/docs/architecture/monitoring.md — Registry Integrity Probe
  row updated to point at the Forgejo probe.
* infra/.claude/CLAUDE.md — Private registry section rewritten end-
  to-end (auth, retention, integrity, where the bake came from).
* prometheus_chart_values.tpl — RegistryManifestIntegrityFailure
  alert annotation simplified now that only one registry is in
  scope.

Operational follow-up (cannot be done from a TF apply):
1. ssh root@10.0.20.10 — edit /opt/registry/docker-compose.yml to
   match the new template AND `docker compose up -d --remove-orphans`
   to actually stop the registry-private container. Memory id=1078
   confirms cloud-init won't redeploy on TF apply alone.
2. After 1 week of no incidents, `rm -rf /opt/registry/data/private/`
   on the VM (~2.6GB freed).
3. Open the dual-push step in build-ci-image.yml and drop
   registry.viktorbarzin.me:5050 from the `repo:` list — at that
   point the post-push integrity check at line 33-107 also needs
   to be repointed at Forgejo or removed (the per-build verify is
   redundant with the every-15min Forgejo probe).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-07 23:29:34 +00:00
Viktor Barzin
f793a5f50b [forgejo] Phase 0 of registry consolidation: prepare Forgejo OCI registry
Stage 1 of moving private images off the registry:2 container at
registry.viktorbarzin.me:5050 (which has hit distribution#3324 corruption
3x in 3 weeks) onto Forgejo's built-in OCI registry. No cutover risk —
pods still pull from the existing registry until Phase 3.

What changes:
* Forgejo deployment: memory 384Mi→1Gi, PVC 5Gi→15Gi (cap 50Gi).
  Explicit FORGEJO__packages__ENABLED + CHUNKED_UPLOAD_PATH (defensive,
  v11 default-on).
* ingress_factory: max_body_size variable was declared but never wired
  in after the nginx→Traefik migration. Now creates a per-ingress
  Buffering middleware when set; default null = no limit (preserves
  existing behavior). Forgejo ingress sets max_body_size=5g to allow
  multi-GB layer pushes.
* Cluster-wide registry-credentials Secret: 4th auths entry for
  forgejo.viktorbarzin.me, populated from Vault secret/viktor/
  forgejo_pull_token (cluster-puller PAT, read:package). Existing
  Kyverno ClusterPolicy syncs cluster-wide — no policy edits.
* Containerd hosts.toml redirect: forgejo.viktorbarzin.me → in-cluster
  Traefik LB 10.0.20.200 (avoids hairpin NAT for in-cluster pulls).
  Cloud-init for new VMs + scripts/setup-forgejo-containerd-mirror.sh
  for existing nodes.
* Forgejo retention CronJob (0 4 * * *): keeps newest 10 versions per
  package + always :latest. First 7 days dry-run (DRY_RUN=true);
  flip the local in cleanup.tf after log review.
* Forgejo integrity probe CronJob (*/15): same algorithm as the
  existing registry-integrity-probe. Existing Prometheus alerts
  (RegistryManifestIntegrityFailure et al) made instance-aware so
  they cover both registries during the bake.
* Docs: design+plan in docs/plans/, setup runbook in docs/runbooks/.

Operational note — the apply order is non-trivial because the new
Vault keys (forgejo_pull_token, forgejo_cleanup_token,
secret/ci/global/forgejo_*) must exist BEFORE terragrunt apply in the
kyverno + monitoring + forgejo stacks. The setup runbook documents
the bootstrap sequence.

Phase 1 (per-project dual-push pipelines) follows in subsequent
commits. Bake clock starts when the last project goes dual-push.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-07 23:29:33 +00:00
Viktor Barzin
41655096c7 openclaw: realtime usage dashboard via Prometheus exporter sidecar
Stdlib-only Python exporter ($1) reads ~/.openclaw/agents/*/sessions/*.jsonl
(assistant messages with usage) plus auth-profiles.json (OAuth expiry,
Plus-tier label) and exposes Prometheus text format on :9099/metrics.
Container is python:3.12-slim; pod template gets prometheus.io/scrape
annotations so the existing kubernetes-pods job picks it up — no
ServiceMonitor needed.

Metrics exported:
  openclaw_codex_messages_total{provider,model,session_kind}    counter
  openclaw_codex_input/output/cache_read/cache_write_tokens_total
  openclaw_codex_message_errors_total{reason}
  openclaw_codex_active_sessions{kind}                          gauge
  openclaw_codex_oauth_expiry_seconds{provider,account,plan}    gauge
  openclaw_codex_last_run_timestamp                             gauge

Grafana dashboard "OpenClaw — Codex Usage" (Applications folder, 30s
refresh): messages/5h vs Plus rate-card, % of 1,200 floor, tokens/5h,
cache hit %, OAuth expiry days, active sessions, last-turn age, errors,
plus per-model timeseries + bar gauge + error table.

Plus rate-card thresholds in the gauge are conservative (1,200/5h floor;
real cap is dynamic 1,200–7,000). Re-baseline if throttling shows up
below 80%.
2026-05-07 23:29:32 +00:00
Viktor Barzin
f006b48566 monitoring(wealth): delta panels to 2x4 grid (rows = type, cols = window)
Better visual grouping: instead of 8 paired panels in a single row at
w=3 (cramped, hard to scan), arrange as a 2x4 grid at w=6. Top row
("all" — wealth change incl new money), bottom row ("mkt" — pure
market gain). Columns are timeframes 1d / 7d / 30d / 90d.

Reading vertically: same window, two interpretations side by side.
Reading horizontally: same metric across timeframes.

Layout shift: delta row goes from y=4 (4 wide) to y=4..11 (8 high).
All chart/log panels with y >= 8 shift down by another 4 rows
(net-worth chart 8->12, activity log 81->85, etc.).
2026-05-07 23:29:31 +00:00
Viktor Barzin
0f107aeacb monitoring(wealth): pair every delta panel with market-only twin
User feedback: net-worth delta panels (1d/7d/30d/90d) confused
because +£174k over 90d looked too big against the £271k cumulative
unrealised gain. Decomposition showed the 90d delta was £114k of new
money in (contributions) + £60k of actual market gain.

So now the delta row shows BOTH:
  Δ Nd (all)  — net-worth change incl new money (the original number)
  Δ Nd (mkt)  — pure market gain, contributions stripped out

Pattern for "(mkt)" panels: same now_snap / past_snap CTEs but
selecting both total_value and net_contribution, then computing
(nw_delta - contrib_delta) = market_gain over window.

Layout: 8 panels at w=3 each on the y=4 row, paired by window
(all next to mkt for each timeframe), so you can see "wealth
change vs investment performance" at a glance.

Verified live (90d): all=+£174,612, mkt=+£60,343, contrib=+£114,268.
2026-05-07 23:29:31 +00:00
Viktor Barzin
87069ae5c3 monitoring(wealth): add delta row (1d / 7d / 30d / 90d net-worth changes)
New row at y=4 with 4 stat panels showing net-worth change over the
trailing windows. Each uses the latest-per-account stitching pattern
(skew-resilient against partial-day syncs) and computes:

  delta = SUM(latest per account) - SUM(latest per account at or
                                       before max_complete - N)

Where max_complete is the most recent date all accounts have a row.
For each window: 1d, 7d, 30d, 90d.

Verified live values: +£8,575 / +£22,696 / +£144,633 / +£174,612.

All panels at y >= 4 shifted down by 4 rows to make room (Net worth
chart 4->8, Per-account stacked 24->28, Activity log 77->81, etc.).

Note: this commit also reformats the dashboard JSON from compact-
object form to indented form (json.dump indent=2 side effect from the
Python patch script). No semantic changes outside the new panels and
y-shifts.
2026-05-07 23:29:31 +00:00
Viktor Barzin
1cb2bb30f7 monitoring(wealth): show pre-2024 historical data on timeseries
Bug: timeseries panels were empty before 2024-04-10. Cause was the
complete_dates CTE filtering to "every active account has a row for
this date" -- which excluded every day before the most-recently-added
account first appeared. The 6th account (Trading212 Invest GIA) only
started 2024-04-10, so 4 years of legitimate historical data
(2020-06-07 onwards, when the user genuinely had fewer accounts) got
hidden.

New pattern across panels 5/6/7/8/9/12/13: replace complete_dates with
max_complete cutoff. Compute the most-recent date where all current
accounts have a row, then include every historical date up to and
including that day. Partial-today is still excluded automatically.
Historical days with fewer accounts now show as their actual smaller
sums -- which is the correct historical net worth at the time.

Verified via PG: new pattern returns 2,159 distinct days from
2020-06-07 to 2026-05-05 (vs the previous 391 from 2024-04-10).

Per-account first-seen dates:
  InvestEngine ISA       - 2020-06-07
  Schwab US workplace    - 2020-11-17
  InvestEngine GIA       - 2022-03-17
  Fidelity UK Pension    - 2022-05-16
  Trading212 ISA         - 2024-04-08
  Trading212 Invest GIA  - 2024-04-10  (was the bottleneck)
2026-05-05 18:43:26 +00:00
Viktor Barzin
6715cdc51f monitoring(wealth): re-add milestone annotations (now that PG creds rotated)
Re-applies the milestone annotation commit reverted in 0ef36aec. The
earlier "nothing loads / syntax error" was a red herring: Vault had
rotated the wealthfolio_sync DB password 7 days prior, the K8s Secret
picked it up automatically (pg-sync sidecar still working), but the
Grafana datasource ConfigMap is baked at TF-apply time so Grafana was
sending the old password. Every panel + the new annotation alike
failed with: pq password authentication failed for user wealthfolio_sync.

Fix today: refresh the datasource ConfigMap and roll Grafana.

  scripts/tg apply -target=kubernetes_config_map.grafana_wealth_datasource
  kubectl -n monitoring rollout restart deploy/grafana

Annotation source verified live via /api/ds/query: SQL returns 5
milestone rows correctly. Dashboard charts now show vertical dashed
lines at GBP100k 2021-11-01, GBP250k 2023-07-18, GBP500k 2024-09-19,
GBP750k 2025-08-26, GBP1M 2026-04-18.

KNOWN FOLLOW-UP: Vault rotates pg-wealthfolio-sync every 7 days
(static role). Todays failure will recur unless the Grafana
datasource auto-refreshes. Options:
  1. Annotate Grafana deploy with stakater/reloader so it restarts
     when wealthfolio-sync-db-creds Secret changes.
  2. Switch datasource provisioning to read password from an env var
     sourced from the Secret instead of baking into the ConfigMap.
     Combined with reloader, picks up rotation cleanly.
2026-05-02 20:27:21 +00:00
Viktor Barzin
0ef36aec36 Revert "monitoring(wealth): milestone annotations on every timeseries chart"
This reverts commit 5a00b9c096.
2026-05-02 20:20:18 +00:00
Viktor Barzin
5a00b9c096 monitoring(wealth): milestone annotations on every timeseries chart
Inspired by the user's "Journey to £1M" reference — adds vertical
dashed lines on every timeseries panel at the date net worth first
crossed each round threshold (£100k, £250k, £500k, £750k, £1M).

Implementation: a dashboard-level annotation source ("Milestones",
purple) backed by a PG query that finds the MIN(valuation_date) where
SUM(total_value) >= each threshold. The query returns (time, text)
pairs, e.g. "2026-04-18 → £1M 🎉". Annotations attach to all
timeseries panels automatically; auto-extends as future thresholds
are crossed.

Verified against current data:
  £100k → 2021-11-01    £250k → 2023-07-18    £500k → 2024-09-19
  £750k → 2025-08-26    £1M    → 2026-04-18 🎉

Future work (per user request): add a "Journey" stat-card row at the
top mirroring the reference (date achieved + months from previous).
2026-05-02 08:42:21 +00:00
Viktor Barzin
664a85ef1e Revert "monitoring(wealth): show daily points + lighter fill on timeseries"
This reverts commit 5472720c75.
2026-05-01 16:24:18 +00:00
Viktor Barzin
5472720c75 monitoring(wealth): show daily points + lighter fill on timeseries
Make daily movements visible on the line charts. The y-axis still spans
~£700k–£1M so an £8k daily move is ~1% of vertical range and easy to
miss when only the line is drawn.

Changes per panel:
  * 5 (Net worth):                  showPoints never→always, pointSize 4→5, fillOpacity 20→10
  * 6 (Net contrib vs market):      showPoints never→always, pointSize 4→5
  * 7 (Growth over time):           showPoints never→always, pointSize 4→5, fillOpacity 50→25
  * 8 (Per-account stacked):        showPoints never→always (kept stacking fill at 70)
  * 9 (Cash vs invested stacked):   showPoints never→always (kept stacking fill at 70)

Each daily value now renders as a visible dot, so even if the line
appears flat at this scale, the per-day points trace the wiggle. Lighter
fill on the unstacked panels lets the line + points dominate visually.

Caveat: the fundamental "£8k on a £1M base" visibility issue is best
solved with a dedicated "Daily change" delta panel — happy to add one
on next pass if this isn't enough.
2026-05-01 16:23:25 +00:00
Viktor Barzin
2722260ce9 monitoring(wealth): unbreak timeseries SQL — over-escaped time alias
Fix: panels 5–9 had `AS \"time\"` (literal backslash-quote sequence
embedded in the SQL string). PostgreSQL parsed that as a syntax error
at the leading backslash:

  ERROR:  syntax error at or near "\"
  LINE 1: ...complete_dates)) SELECT valuation_date::timestamp AS \"time\"

Root cause: the patch script for the skew-resilient queries (commit
628f5a0d) used a Python f-string with `\\\"time\\\"`, which produces
a literal backslash-quote in the Python string. When that string
was JSON-encoded the backslash was preserved verbatim instead of
collapsed to plain `"time"`.

Replaces all five occurrences with the correct `AS "time"` form.
Verified the corrected query against PG returns 7 daily net-worth
rows for 04-25..05-01 as expected.
2026-05-01 16:19:07 +00:00
Viktor Barzin
d67416d4ca monitoring(wealth): tighten default time range, bump decimals for granularity
Two adjustments to make daily movements visible:

1. Default time range: now-5y → now-180d. The timeseries charts (Net
   worth, Net contribution vs market value, Growth, Per-account
   stacked, Cash vs invested) auto-fit their y-axis to the data range
   in view. Over 5 years, daily £1k–£10k moves are ~1% of axis range
   and visually invisible against the cumulative trend. Over 6
   months, the same daily moves dominate. Yearly bar charts (12, 13)
   are unaffected — they aggregate by calendar year and don't filter
   on $__timeFilter.

2. Decimals → 2 on every currency panel (1, 2, 3, 5–9, 13, 15, 16)
   and every percent panel (4, 14). Stat panels now show pennies on
   currency and 0.01% on rates; chart y-axis ticks are likewise more
   precise. Honest caveat: pennies on a £1M number don't make the
   absolute readout easier — to see "today changed by £8,358" cleanly
   we'd want a dedicated delta panel; pending user direction.

Widen the time picker manually to recover the 5-year view; default
just zooms into the last 6 months.
2026-05-01 16:15:39 +00:00
Viktor Barzin
628f5a0d26 monitoring(wealth): skew-resilient queries, no more partial-day dips
Bug witnessed 2026-05-01: dashboard "Net worth (current)" showed £88k
instead of £1.03M because at 02:00 UTC an external trigger refreshed
ONE account (Trading212 ISA), creating its 05-01 daily_account_valuation
row. The 5 other accounts still had their last row at 04-30. The panel
SQL `WHERE valuation_date = (SELECT MAX(valuation_date))` then summed
only the single account that had a 05-01 row.

Two new SQL patterns adopted across all 15 affected panels:

  1. Stat / barchart "current snapshot" panels (1, 2, 3, 4, 11, 14, 15,
     16): latest-per-account stitching —
       WITH latest AS (SELECT DISTINCT ON (d.account_id) ...
                       FROM daily_account_valuation d
                       JOIN accounts a ON a.id = d.account_id
                       ORDER BY d.account_id, d.valuation_date DESC)
     gives a coherent "now" snapshot regardless of refresh skew, and
     the inner join filters out orphan/deleted accounts (one such was
     adding a stale £33k from 04-17). 12-month panels add a parallel
     `ago` CTE picking each account's row closest to (d_now - 12mo).

  2. Time-series / yearly panels (5, 6, 7, 8, 9, 12, 13): complete-days-
     only filter —
       WITH active_accounts AS (SELECT COUNT(*) FROM accounts),
            complete_dates AS (SELECT valuation_date
                               FROM daily_account_valuation d
                               JOIN accounts a ON a.id=d.account_id
                               GROUP BY valuation_date
                               HAVING COUNT(*) >= active.n)
     so a partial today never renders as a chart dip. The day rejoins
     the chart automatically once the daily 16:00 UTC sync writes rows
     for every account.

Verified end-to-end against live PG: new queries produce £1,033,734
(matches the 6 active accounts' true latest sum) where the old query
gave £88k.
2026-05-01 16:08:18 +00:00
Viktor Barzin
31b9e5d4a9 monitoring(wealth): add 12mo contrib + 12mo gain to top row
Top row goes from 5 → 7 stat panels (widths 4+4+4+3+3+3+3=24):

- Net worth, Net contribution, Growth shrink from w=5 to w=4.
- ROI % shrinks from w=5 to w=3 (now sits at x=12).
- 12mo return slides from x=20/w=4 to x=15/w=3.
- New: 12mo contrib (id=15, currency, blue) at x=18 — net contributions
  added in the trailing 12 months.
- New: 12mo gain (id=16, currency, red/green) at x=21 — pure market gain
  in £ over the trailing 12 months (12mo Δnet-worth − 12mo contribs).

Live values verified against PG: contrib_12mo=£245k, gain_12mo=£172k,
sum = £417k = nw_now − nw_ago, return = 23.51%.
2026-04-27 06:32:53 +00:00
Viktor Barzin
215717c90f monitoring(dashboards): tables at the bottom convention
wealth: move Activity log table from y=45 to y=77; the three barcharts
(Yearly return, Annual change, Per-account ROI) shift up by 14 to fill
the gap.

uk-payslip: move Sankey "where the money went" from y=80 to y=48 (right
above the table block); the three tables (Data integrity, All payslips,
YTD reconciliation) shift down by 14 so all four tables (4, 5, 6, 9) sit
contiguously at the bottom.

fire-planner and job-hunter still have intentional side-by-side
table/chart pairings; left untouched pending user direction on whether
to break them.
2026-04-26 18:30:52 +00:00
Viktor Barzin
bb28485ce0 monitoring(wealth): move 12mo return to top bar, shrink to w=4
Trailing 12-month investment return % was a full-width stat at y=59.
Now sits inline with Net worth / Contribution / Growth / ROI as the
fifth headline number — top-row stats reflowed from w=6 (×4) to w=5
(×4) + w=4 (×1). Title shortened to "12mo return" so it fits.
Panels below the old row shifted up by 4 rows to close the gap.
2026-04-26 18:19:24 +00:00
Viktor Barzin
a24cd7ceb7 monitoring(uk-payslip): yearly receipt aligns with P60 (RSU gross)
Switch the RSU stack from "after band-aware tax" to gross. Receipt
total is now pre-sacrifice gross compensation; bar − pension stack
≈ ytd_gross reported on the final March payslip / P60.

Verified alignment for 2025/26: bar−pension = £266,752 vs P60
ytd_gross = £268,127 — gap of £1,375 ≈ "other taxable" (benefits,
overtime). Remaining year-level gaps are upstream parser/ingest
issues, not dashboard logic:
  - 2024/25 +£27k: March 2025 payslip parsed bonus=£26,969 but never
    propagated it into gross_pay/income_tax. Receipt is more
    accurate than ytd_gross here.
  - 2023/24 −£36k: Feb 2024 payslip row appears to be missing from
    the table; ytd_gross has it, sum(gross_pay) doesn't.
  - 2022/23 −£10k: variant A→B transition residual.

SQL simplified — band-aware CTE chain dropped (no longer needed for
this panel since RSU is shown gross).
2026-04-26 10:24:06 +00:00
Viktor Barzin
222013806d monitoring(uk-payslip): split salary into cash + pension on yearly receipt
The salary field on the payslip is pre-pension-sacrifice, so the
"Salary (gross)" stack already silently included the salary-sacrifice
pension contribution. Split it out so pension is explicitly visible:
- Salary (cash, post-sacrifice) = salary - pension_sacrifice
- Pension (salary sacrifice, untaxed) = pension_sacrifice
- Bonus
- RSU vest (after band-aware tax)

Bar total unchanged (just relabels what was already there). Pension
is now visibly counted as income — consistent with "untaxed but real"
framing.

Caveat documented in panel description: receipt total ≠ P60 gross
because P60 reports pre-RSU-tax gross. Receipt shows RSU net of tax
per earlier intent. To exactly match P60, swap rsu_after_tax →
rsu_vest gross.
2026-04-26 09:18:32 +00:00
Viktor Barzin
21ac619fac monitoring(uk-payslip): promote yearly receipt + YTD gross YoY to row 4
Move both barchart/timeseries panels into row 4 (y=29, side-by-side
w=12 each, h=10) so the per-tax-year overviews appear right after
the income-tax-and-pension YTD row. Shift panels 13, 4, 5, 6, 8, 9
down by 10 to accommodate.

Final ordering: rows 1–3 = monthly + YTD timeseries (panels 1/7/2/3/11/12),
row 4 = yearly receipt + YTD gross YoY (16/17), then the wider
deduction/integrity/table panels below.
2026-04-25 23:58:15 +00:00
Viktor Barzin
53f555dc61 monitoring(uk-payslip): drop 3 panels referencing undeployed data
Removed:
- Panel 10 "HMRC Tax Year Reconciliation — Individual Tax API"
  → references hmrc_sync.tax_year_snapshot schema. The hmrc-sync
    service / DB has not been deployed, so the panel always errored
    with "relation does not exist".
- Panel 14 "Meta payroll: bank deposit vs payslip net pay"
  → references payslip_ingest.external_meta_deposits, which is
    created by alembic migration 0007. The deployed payslip-ingest
    image is at 0005, so the table doesn't exist.
- Panel 15 "RSU vest reconciliation — payslip vs Schwab"
  → references payslip_ingest.rsu_vest_events, created by migration
    0008. Same image-staleness story.

Verified all 14 remaining panels return without error via Grafana
/api/ds/query. SQL for the removed panels is preserved in git history;
re-add when the data sources are actually deployed.
2026-04-25 23:56:03 +00:00
Viktor Barzin
b2a25775aa monitoring(uk-payslip): simplify yearly receipt to earned-and-kept view
Replace the 7-stack "where total comp went" decomposition with a 3-stack
"what I actually earned" view: salary (gross), bonus (gross), and RSU
vest after band-aware tax (PAYE+NI withheld via sell-to-cover). Skips
income tax / NI / student loan / pension / RSU offset.

Bar height = real income kept across all components. RSU is net of tax
because it's withheld at source and never hits the bank account; salary
and bonus are gross because they're paid in full and taxes are deducted
elsewhere. This is the income-side view where tax is implicit, not the
deduction waterfall.

Per-year RSU after tax: 2020/21 £18k · 2021/22 £39k · 2022/23 £50k ·
2023/24 £26k · 2024/25 £71k · 2025/26 £73k.
2026-04-25 23:42:20 +00:00
Viktor Barzin
a17304f735 monitoring(uk-payslip): fix empty YTD gross YoY chart
Two bugs:
1. Synthetic dates projected onto 1970/71 fell outside the dashboard's
   default time range (now-10y → now), so Grafana filtered out every
   point. Switched to a sliding 12-month window
   (CURRENT_DATE - INTERVAL '12 months') as the projection base, plus
   a per-panel timeFrom: "13M" override so the panel always shows the
   last 13 months regardless of the dashboard's time picker.
2. ORDER BY tax_year, pay_date violated Grafana's long→wide conversion
   requirement (data must be ascending by time). Wrapped in a CTE and
   re-ordered by the synthetic time column. Pivoted result is now a
   single wide frame with 7 series (2019/20…2025/26).
2026-04-25 23:36:16 +00:00
Viktor Barzin
ac18c49a7b monitoring(wealth): fix x-axis label formatting on yearly bars
The default fieldConfig unit (percent on Yearly investment return %,
currencyGBP on Annual change decomposition) was being applied to the
"year" string column too — so x-axis labels rendered as "2024%" and
"£2,024" respectively. Add field overrides on the "year" column to
force unit=string. The earlier "tax_year" panels weren't affected
because "2024/25" doesn't parse as a number; "2024" did.
2026-04-25 23:31:03 +00:00
Viktor Barzin
77bed10a51 monitoring: investment-only returns + YoY YTD gross line chart
Wealth dashboard:
- "Yearly growth %" → "Yearly investment return %": switched to
  modified-Dietz formula `market_gain / (nw_start + 0.5 × contributions)`
  so contributions don't inflate the return. New money in is excluded —
  this is portfolio performance, not net-worth change.
- "Trailing 12-month growth %" → "Trailing 12-month investment return %":
  same formula, applied to the trailing 12mo window.

Pre-fix vs post-fix:
  2020: 155.0% → 5.12%   (large contributions on small base)
  2021: 344.7% → 26.45%
  2022: 26.9%  → -25.65% (the actual 2022 bear market)
  2023: 123.2% → 41.60%
  2024: 87.4%  → 25.70%
  2025: 46.8%  → 8.43%
  2026: 16.7%  → 3.28%   (YTD)

UK Payslip dashboard:
- Replaced the per-tax-year stacked bar with a year-over-year line chart:
  one line per tax year, X = month-of-tax-year (April→March, projected
  onto a 1970/71 fiscal calendar so years overlay), Y = cumulative YTD
  gross. Five+ lines visible at a glance for trend comparison.
2026-04-25 23:25:42 +00:00
Viktor Barzin
55d1da41f6 monitoring: more growth detail in Wealth + gross composition in UK Payslip
Wealth (4 new panels at the bottom):
- Trailing 12-month growth % (stat) — % change in net worth over last 12mo.
- Yearly growth % (bar per calendar year) — first→last valuation each year.
- Annual change decomposition (stacked bar) — splits each year's NW change
  into "net contributions" (new money in) and "market gain" (everything
  else: appreciation, dividends, FX). Answers "did I grow because I saved
  or because the market did the work?".
- Per-account ROI % (horizontal bar) — (value − contribution) / contribution
  × 100, latest snapshot. Excludes accounts with zero/negative net
  contribution (Schwab — distorts ratio after RSU sells).

UK Payslip (1 new panel below the yearly receipt):
- Gross composition by tax year (stacked bar) — salary / bonus / RSU vest /
  other components per tax year. Bar height = gross pay. Trends in salary
  growth, bonus levels, and RSU vest sizing at a glance.

All queries spot-checked via Grafana /api/ds/query.
2026-04-25 23:21:42 +00:00
Viktor Barzin
d48e222054 monitoring: lock Finance (Personal) folder to admin + fix cash classification
Folder ACL:
- Move uk-payslip + wealth dashboards to a new "Finance (Personal)"
  folder; job-hunter + fire-planner stay in "Finance" (open).
- New null_resource calls Grafana's folder permissions API after the
  dashboard sidecar materialises the folder, setting an admin-only
  ACL ({Admin: 4}). Default Viewer/Editor inheritance is overridden,
  so anonymous-Viewer (auth.anonymous=true) is denied. Server-admin
  always retains access.
- Verified: anonymous → 403 on uk-payslip + wealth, 200 on
  control dashboards (node-exporter); admin → 200 on all.

Wealth cash fix:
- Wealthfolio dumps WORKPLACE_PENSION wrappers entirely into
  cash_balance because it doesn't track underlying fund holdings.
  Reclassify pension cash as invested in the "Cash vs invested"
  panel so the cash series reflects actual uninvested broker cash
  (~£16k T212 ISA + Schwab) instead of phantom £154k.

  Pre-fix:  cash=£153,789 / invested=£870,282 / total=£1,024,071
  Post-fix: cash=£16,064  / invested=£1,008,008 / total=£1,024,071
2026-04-25 23:11:26 +00:00
Viktor Barzin
f0ce7b0363 fire-planner: add stack, Vault DB role, dashboard, DB
New stacks/fire-planner/ mirrors payslip-ingest layout:
- ExternalSecret pulling RECOMPUTE_BEARER_TOKEN from Vault secret/fire-planner
- DB ExternalSecret templating DB_CONNECTION_STRING via static role pg-fire-planner
- FastAPI Deployment (serve), CronJob (recompute-all monthly on 2nd at 09:00 UTC,
  scheduled after wealthfolio-sync's 1st at 08:00), ClusterIP Service
- Grafana datasource ConfigMap "FirePlanner" — `database` inside jsonData
  (cc56ba29 fix; otherwise Grafana 11.2+ hits "you do not have default database")

Plus:
- vault/main.tf: pg-fire-planner static role (7d rotation), allowed_roles
- dbaas/modules/dbaas/main.tf: null_resource creates fire_planner DB+role
- monitoring/dashboards/fire-planner.json: 9-panel Finance-folder dashboard
  (NW timeseries, MC fan chart, success heatmap, lifetime tax bars,
  years-to-ruin table, optimal leave-UK stat, ending wealth stat,
  UK success-by-strategy bars, sequence-risk correlation table)
- monitoring/modules/monitoring/grafana.tf: register "fire-planner.json" in Finance folder

Apply order:
  1. vault stack — creates the static role
  2. dbaas stack — creates the database & role
  3. external-secrets stack picks up vault-database refs (no change needed)
  4. fire-planner stack — first apply with -target=kubernetes_manifest.db_external_secret
     before full apply, per the plan-time-data-source pattern
  5. monitoring stack — picks up the new dashboard ConfigMap

[ci skip]

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 17:27:19 +00:00
Viktor Barzin
bf4c7618d8 wealth: SQLite→PG ETL sidecar + new Grafana dashboard
Mirrors Wealthfolio's daily_account_valuation / accounts / activities
from SQLite into a new PG database (wealthfolio_sync) every hour, so
Grafana can chart net worth, contributions, and growth over time.

Components:
- dbaas: null_resource creates wealthfolio_sync DB + role on the CNPG
  cluster (dynamic primary lookup so it survives failover).
- vault: pg-wealthfolio-sync static role rotates the password every 7d.
- wealthfolio: ExternalSecret pulls the rotated password into the WF
  namespace; new pg-sync sidecar (alpine + sqlite + postgresql-client +
  busybox crond) does sqlite3 .backup → TSV dump → truncate-and-reload
  psql, hourly at :07. Plus a grafana-wealth-datasource ConfigMap in
  the monitoring namespace (uid: wealth-pg).
- monitoring: new Wealth dashboard (wealth.json, 10 panels) — current
  net worth / contribution / growth / ROI% stats, then time-series
  for net worth, contribution-vs-market, growth area, per-account
  stacked area, cash-vs-invested, and a 100-row activity log.

Initial sync: 6 accounts, 10,798 daily valuations, 518 activities.
Verified PG totals match SQLite latest snapshot exactly.
2026-04-25 17:07:33 +00:00
Viktor Barzin
4f5f1ff8c2 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).
2026-04-25 16:26:57 +00:00
Viktor Barzin
b3c29eda12 monitoring(uk-payslip): model UK income-tax bands + PA-taper for RSU marginal
Replaces the flat 47% (45 PAYE + 2 NI) RSU marginal across panels 3, 7, 8, 11,
and 12 with an exact piecewise band-aware computation. Each row computes
ani_prior/ani_pre/ani_post over the tax-year YTD (chronological model — the
RSU is taxed at the band its YTD ANI position occupies at the vest date,
mirroring PAYE withholding behaviour).

Bands (2024/25+, applied to all years):
  IT:  0% / 20% / 40% / 60% (PA-taper) / 45%   at 12,570 / 50,270 / 100k / 125,140
  NI:  0% / 8% / 2%                            at 12,570 / 50,270

PA-taper modelled as 60% effective IT marginal in £100k–£125,140
(40% on the £1 + 40% on the £0.50 of lost PA = 60%).

Spot-checked per tax-year totals via psql; numbers diverge from the flat
47% baseline most for years where vests cross PA-taper or basic-rate bands
(2020/21 ~35%, 2024/25 ~41%, 2025/26 ~43%).
2026-04-25 16:14:49 +00:00
Viktor Barzin
0d5f53f337 monitoring(uk-payslip): replace misleading take-home rates in Panel 3
Drop the two misleading series in "Effective rate & take-home % (YTD
cumulative)" — both used SUM(gross_pay) as denominator while only
counting cash deductions/net in the numerator, which understated
take-home by 25-30 pp because RSU shares are absent from the cash
deposit but present in gross. Replaced with three semantically clean
angles:

- ytd_paye_rate_pct: SUM(income_tax) / SUM(taxable_pay) — HMRC audit
  rate (~41-42% in additional-rate band), kept as before.
- ytd_cash_take_home_pct: SUM(net_pay) / SUM(gross_pay - rsu_vest) —
  what fraction of cash earnings hits the bank (~62-65%).
- ytd_total_keep_pct: (SUM(net_pay) + 0.53 × SUM(rsu_vest)) /
  SUM(gross_pay) — true "what I actually keep" including post-tax RSU
  shares (47% marginal applied to vest value), ~55-60%.

Added field overrides for clear color-coding (red/green/blue).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 15:45:47 +00:00
Viktor Barzin
8f0d13282c monitoring(uk-payslip): drop cash PAYE/NI from "Tax & pension — monthly"
Same reasoning as panel 2: cash-side income_tax and NI are inherently
bumpy in vest months due to UK cumulative PAYE catching up on YTD,
and the flat-47% strip can't fix it. Panel now shows only the
explicit RSU vest tax (orange, 47% × rsu_vest), student loan, and
pensions. The smooth view of total cash deductions stays available on
panel 12 (YTD cumulative).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 15:43:32 +00:00
Viktor Barzin
2230cb6cf4 monitoring(uk-payslip): drop tax/NI from "Monthly cash flow (RSU stripped)" panel
Vest months still bumped 4-5x in this panel after the flat-47% strip
because UK cumulative PAYE genuinely catches up YTD tax in vest
months, on top of the marginal RSU portion — no arithmetic split can
make that line flat without distorting the data. The cash-flow
question this panel answers (what hits the bank, RSU aside) is
already covered cleanly by cash_gross + net_pay; the tax detail lives
on Panel 11 where the RSU split is now linear.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 15:30:46 +00:00
Viktor Barzin
cb3ffa6d8d monitoring(uk-payslip): smooth quarterly RSU tax bumps via flat 47% marginal
Replace the implicit pro-rata RSU/cash split with an explicit flat
47% marginal (45% PAYE + 2% NI) for the RSU vest tax stack. The orange
slice now scales linearly with rsu_vest instead of wobbling around the
month's effective PAYE rate; cash PAYE/NI slices have those amounts
subtracted out so the stack still totals to actual deductions.

Affects panel 7 (monthly), panel 12 (YTD cumulative), panel 7
(YTD uses), and the Sankey panel. Verified on 35 months of live data:
sum invariant holds exactly (cash + rsu_marginal + cash_ni ==
income_tax + national_insurance), no negatives in cash slices.

Out of scope (left raw): effective-rate %, data-integrity, payslip
table, P60/HMRC reconciliation — those are audit views that use
unmodified income_tax / cash_income_tax columns.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 15:13:29 +00:00
Viktor Barzin
d231615ebb [monitoring] Fix fuse voltage alerts — divide raw deciVolt reading by 10
The tuya-bridge exporter reports `fuse_main_voltage` and
`fuse_garage_voltage` as raw uint16 from the Tuya protocol, which
encodes voltage in deciVolts (e.g. 2352 = 235.2V). The 200/260V
thresholds were comparing against the raw integer, so both
FuseMainVoltageAbnormal and FuseGarageVoltageAbnormal fired
continuously during normal mains conditions.

Dividing in the expression also makes `{{ $value }}V` render the
correct human-readable value in the alert summary.

Root fix would be in tuya-bridge `_decode_value()` where
`name.startswith("voltage")` returns `int.from_bytes(...)` without the
/10 scaling that `decode_voltage_threshold` applies. Leaving that
alone to avoid breaking the automatic_transfer_switch scrape which
uses a different code path (`parse_voltage_string`).
2026-04-24 11:12:56 +00:00