973f549810
## 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> |
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| .. | ||
| agents | ||
| commands | ||
| reference | ||
| scripts | ||
| skills | ||
| calendar-query.py | ||
| CLAUDE.md | ||
| cluster-health.sh | ||
| home-assistant-sofia.py | ||
| home-assistant.py | ||
| internet-mode-used_DO_NOT_REMOVE_MANUALLY_SECURITY_RISK | ||
| pfsense.py | ||
| settings.json | ||