infra/stacks/monitoring/modules
Viktor Barzin 973f549810 [payslip-ingest] Update extractor agent + dashboard for v2 regex parser
## Context

Companion change to payslip-ingest v2 (regex parser + accurate RSU tax
attribution). The Grafana dashboard now has 4 more panels powered by the
new earnings-decomposition and YTD-snapshot columns, and the Claude
fallback agent's prompt is aligned with the new schema so non-Meta
payslips still land with the full field set.

## This change

### `.claude/agents/payslip-extractor.md`

Rewrites the RSU handling section to match Meta UK's actual template
(rsu_vest = "RSU Tax Offset" + "RSU Excs Refund", no matching
rsu_offset deduction — PAYE uses grossed-up Taxable Pay instead).
Adds a new "Earnings decomposition (v2)" section telling the fallback
agent how to populate salary/bonus/pension_sacrifice/taxable_pay/ytd_*
and when to use pension_employee vs pension_sacrifice without
double-counting.

### `stacks/monitoring/modules/monitoring/dashboards/uk-payslip.json`

- **Panel 4 (Effective rate)** — SQL switched from the naive
  `(income_tax + NIC) / cash_gross` to the YTD-effective-rate
  method: `cash_tax = income_tax - rsu_vest × (ytd_tax_paid /
  ytd_taxable_pay)`. Title updated to "YTD-corrected" so the
  change is discoverable.
- **Panel 5 (Table)** — adds salary, bonus, pension_sacrifice,
  taxable_pay columns so row-level debugging against the parser
  output is trivial.
- **+Panel 8 (Earnings breakdown)** — monthly stacked bars of
  salary / bonus / rsu_vest / -pension_sacrifice. Bonus-sacrifice
  months show up as a massive negative pension_sacrifice spike
  paired with a near-zero bonus bar.
- **+Panel 9 (Accurate cash tax rate)** — timeseries of
  cash_tax_rate_ytd vs naive_tax_rate. Divergence is the RSU
  contribution the payslip hides in the single `Tax paid` line.
- **+Panel 10 (All-in compensation)** — stacked bars of cash_gross
  + rsu_vest per payslip.
- **+Panel 11 (YTD cumulative cash gross vs total comp)** — two
  lines partitioned by tax_year; the gap between them is the RSU
  contribution YTD.

Total panels go from 7 → 11.

## Test Plan

### Automated

Dashboard JSON validity:
```
$ python3 -m json.tool uk-payslip.json > /dev/null && echo ok
ok
```

### Manual Verification

After applying `stacks/monitoring/`:
1. `https://grafana.viktorbarzin.me/d/uk-payslip` loads with 11 panels
2. Bonus-sacrifice months (e.g. March 2024 if present in data) show the
   negative pension_sacrifice bar in panel 8
3. Panel 9 "Accurate cash effective tax rate" shows the
   cash_tax_rate_ytd line sitting ~10-15pp below naive_tax_rate in
   RSU-vest months

## Reproduce locally

1. `cd infra/stacks/monitoring && terragrunt plan`
2. Expected: ConfigMap diff on the payslip dashboard with the new panel
   JSON
3. `terragrunt apply` — Grafana reloads the dashboard automatically
   (configmap-reload sidecar)

Relates to: payslip-ingest commit 9741816

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 10:54:33 +00:00
..
monitoring [payslip-ingest] Update extractor agent + dashboard for v2 regex parser 2026-04-19 10:54:33 +00:00