The machine charts plotted the workbook's monthly_income.fixed_expenses, which
is NOT the app's running cost. So the charts and the /running Overview
disagreed about the same machine in the same month — CT01 by R 40 640, DT01 by
R 121 115. The workbook's figure also carries depreciation/ownership and an
operator allocation, which are capital recovery and overhead rather than
running cost.
Every cost value now comes from the running-cost register: fixed = insurance
+ financing, running = purchases. Profit is income - fixed - running, and it
is ONE formula on every surface, so /charts, /income and the dashboard quote
the same figure for the same machine.
R 8 456 243 fleet income, Jan-Oct
- R 4 705 292 fixed (insurance + financing, from the register)
- R 306 387 running (purchases, from the register)
= R 3 444 564 profit (was R 2 510 908 on the workbook's fixed)
The legacy repairs sheet comes out completely. It was the old workbook's
"Plant Monthly Running Cost" — read by no page, maintained by nobody — and a
repair is bought on a purchase order, so its money is already in Purchases.
The collection is still seeded, so the history is not lost, but it is no
longer in any total, any chart or any profit.
Also:
- the profit badge wears the CHART's own green, and profit is green and
loss red on every surface. It was hard-coded to the teal brand colour,
so the label and the line it labelled were two different colours.
- September and October now state a profit instead of a dash: the dash
existed because the workbook had not posted those months' fixed costs,
and the register has the premium and the instalment for every month.
- the containers and the water trailers show profit equal to their income,
because the running-cost model carries no cost for them.
Overheads roll-up — an audit found three things out of order, and the roll-up
total itself reconciles exactly (R 580 485,37, unexplained R 0,00):
- the dashboard's Overhead mix legend named only five of the six sections,
so the figures it listed added up to R 565 489 against a headline of
R 580 485, and the donut drew a slice nobody could name.
- the /overheads note claimed machine instalments were excluded, while the
Bastion Finance block on the same page carried R 115 575,94 of them and
R 11 204,76 of insurance for the same machines. The note now says so,
with the figures read off the rows at render time.
- two Subscriptions rows had VAT that did not balance — the sheet had the
TOTAL in the VAT cell (115%), and annual excl/VAT against a monthly
total. Both are corrected on the client's instruction; the roll-up total
does not move, only the VAT breakdown does, and the seed's VAT gate now
passes instead of exiting non-zero.
Verified: 161 tests pass (4 new ones pin the register join), the production
build is clean, the reconciliation script passes, and the charts, the profit
label and the overhead legend were checked on screen.
Add PocketBase login, first-sign-in password changes, account settings,
and user activation, reactivation and deletion with self-removal guards.
Protect application pages and APIs and keep private pages out of PWA
caches.
Resolve plant locations from site assignments and improve map controls,
profit chart views, navigation and mobile table layouts.
Validation: production build and TypeScript passed; 28 unit tests passed.
Backend access integration tests and mobile verification are documented.
The field is `assets.is_active`. All 7 inactive machines have no income at all
— the three generators, two porta camps, AEB Plant Versekering and the Diesel
Truck — so on the income list they were a flat row of zeros and nothing else,
reading as "idle" when they are actually out of the fleet.
They are now hidden by default. The rows are not dropped from the data: the
filter lives in the view, so Active / All / Inactive is a client-side toggle
with no refetch, and each shows its count so a filter that silently hides rows
is obvious. A machine hidden by the filter also collapses if it was expanded.
The YTD income and profit tiles moved into the view so they sum only what is
visible — otherwise the headline would report the whole fleet while the list
below it showed a subset.
/charts is unchanged: it passes no filter and still sees everything.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Profit was a single always-teal line, so a month that lost money looked
like a month that made a little. It is now drawn per sign: one <Line> per
same-sign run, plus a gradient <Line> across each crossing. Recharts draws
a Line as one <Curve> path, so <Cell> cannot recolour a segment — separate
series are the only way. Every variant is a key on the ONE shared dataset
rather than a sliced `data` prop, because Recharts builds a categorical axis
by concatenating every series' data and a short slice re-adds the month
labels ("Jan … Aug, Jan … Aug"). The tooltip needs a custom `content`
component to fold those per-run keys back into a single profit row.
Two honesty rules: profit stays null in a month with no income figure
(treating it as 0 drew a green dot for a month that was never billed), and
a month with no running-cost row gets a hollow dot, because its profit is
optimistic.
The toolbar's Series button toggles which lines a card draws, remembered in
localStorage. A hidden series takes its legend entry and its Y axis with it,
so there is never an axis for a line that is not drawn, and the last visible
series cannot be switched off.
Palette: Running moves off red to the project's existing brand purple,
because red is now reserved for a loss and a red Running line next to a red
loss segment was unreadable. `--color-chart-loss` and `--color-chart-profit`
are separate tokens on purpose — loss used to read the Running token, so
recolouring Running silently dragged the red with it.
/charts alone now reads profit including running cost, so the card badge,
the profit line and the Profit bars view cannot disagree. Scoped to the
page: lib/profit.ts keeps its workbook default for every other surface.
Part A — Round 3 regressions:
- A.1: verify-cost-reconciliation.mjs now loads .env.local, wraps in try/catch, exits 1 on any failure
- A.2: Vehicle Costs restored Santam — back to R 14,996.31 (matches row-by-row sum)
- A.3: incl<excl / VAT math / VAT>20% now FATAL — seed exits 2 with full report (4 anomalies on Charl-CCS + Buildsmart)
- A.4: Reconciliation target R 694,962.93 with both deltas itemised (Personnel +R19,800, Santam -R5,322.44, unexplained R 0.00)
- A.5: 'Lines' view uses actual lines (recharts LineChart), no fills; fills only in 'Cost stack'
Part B — Mobile standard:
- B.1: header wraps to 2 rows on mobile; YTD badge cards stack; page-wide overflow eliminated on /income, /charts, /overheads, /running, /expenses
- B.2: IncomeView card row layout stacked — name gets its own line on mobile, never truncated to single char
- B.3: Plant type filter is a <select> dropdown below lg (was 18 pills wrapping to 13 rows); same for sort on /income and /running
- B.4: Plant table first column sticky; -webkit-overflow-scrolling: touch; tables scroll inside their own container
- B.5: All buttons/links use min-h-[44px] tap targets; text below 12px is bumped where it matters
- B.6: Charts legend wraps below title; chart min-height h-44 → h-52 on mobile
- B.7: paddingTop env(safe-area-inset-top) on sticky header for notch/home indicator clearance
AGENTS.md created with the standing mobile checklist rule.
- A.1: fixed_expenses per month now threaded through to chart bucket
- A.2: null = no data (forecast), 0 = real plotted zero — distinguishable
- A.3: x-axis clipped to last actual month (IncomeAreaChart + IncomeBarChart + MachineLineChart)
- A.4: chart hues as CSS vars (--color-chart-income/fixed/running) — deeper steps of same hues, validated for CVD
- A.5: chart-type toggle (Lines / Cost stack / Profit) + localStorage persistence + dynamic legend
- A.6: profit on charts page comes from computeProfit()
- B.1: deleted /expenses/plant-overheads, /expenses/insurance, /expenses/tracking (all empty); added /expenses/vehicles; ExpenseSectionPage now has an empty state
- B.2: captured R 157,200 Personnel block, R 100,000 Maintenance, R 10,000 Petty Cash; roll-up reconciles to R 675,162.93 (= sum of non-Plant non-Santam rows; workbook grand total R 1,110,486.87 is internally off by R 14,477.56 vs its own rows)
- B.3: seed flags incl<excl, VAT>20%, broken VAT math — does NOT silently correct; 4 anomalies reported on Charl-CCS + Buildsmart
- B.4: noted that workbook Vehicle Costs subtotal skips Santam (app R 9,673.87 is correct; workbook is wrong)
- B.2 reconciliation assertion added to verify-cost-reconciliation.mjs
- Sidebar updated: Vehicles added, Insurance/Tracking/Plant-Overheads removed
