Monthly view: rota boundary, EOM PY card, % Budget headline; backfill 25 months

Rota forecasting: only trust Workforce rota for the current Mon–Sun week —
beyond that use prior-week actuals to avoid incomplete next-week rotas
deflating the EOM forecast.

% vs Budget cards (Weekly + Monthly): show as coloured headline number
(green/amber/red) instead of small pct-badge chip, matching other cards.

Forecast EOM: PY sub-label shows full prior-year month total + % delta,
replacing the static "rota + prior-week actual" note once PY data exists.
Achieves this by fetching the full PY month rather than MTD-capped range,
then deriving both MTD (for Actual MTD card) and full-month (for EOM card).

Backfill depth: 13 → 25 months so past months in Rolling 12 have PY wage
data available (viewing Dec 2024 needs Dec 2023 = 19 months ago).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

backend/src/lib/workforce.js

@@ -264,7 +264,7 @@ export async function runBackfill(onProgress, signal) {
   endDate.setDate(endDate.getDate() - 1)
 
   const startDate = new Date(today)
-  startDate.setMonth(startDate.getMonth() - 13)
+  startDate.setMonth(startDate.getMonth() - 25)
 
   const totalDays = Math.max(1, Math.ceil((endDate - startDate) / 86_400_000))
   let processedDays = 0

frontend/src/pages/Monthly.tsx

@@ -31,7 +31,8 @@ export default function Monthly() {
   const [netSales,    setNetSales]    = useState(0)
   const [pySales,     setPySales]     = useState(0)
   const [pyWages,     setPyWages]     = useState<number | null>(null)
-  const [pyDepts,     setPyDepts]     = useState<{id: string; name: string; cost: number}[]>([])
+  const [pyWagesFull, setPyWagesFull] = useState<number | null>(null)
+  const [pyDepts,     setPyDepts]     = useState<{id: string; name: string; cost: number; costFull: number}[]>([])
   const [pyTableOpen, setPyTableOpen] = useState(false)
   const [budget,      setBudget]      = useState<number | null>(null)
   const [deptPcts,    setDeptPcts]    = useState<Record<string, number>>({})
@@ -49,12 +50,17 @@ export default function Monthly() {
   const isCurrentMonth = year === todayYear && month === todayMonth
   const salesTo   = isCurrentMonth ? todayStr : toStr
   const schedFrom = todayStr < toStr ? todayStr : toStr
-  // Prior-year equivalent period
+  // Current Mon–Sun: only use rota within this window; beyond it use prior-week actuals
+  const currentWeekEndStr = (() => {
+    const d = new Date(todayStr + 'T00:00:00')
+    const day = d.getDay()
+    d.setDate(d.getDate() + (day === 0 ? 0 : 7 - day))
+    return fmt(d)
+  })()
+  // Prior-year: always fetch full month so we can show PY EOM alongside PY MTD
   const pyDim     = daysInMonth(year - 1, month)
   const pyFromStr = `${year - 1}-${String(month).padStart(2, '0')}-01`
-  const pyToStr   = isCurrentMonth
+  const pyToStr   = `${year - 1}-${String(month).padStart(2, '0')}-${String(pyDim).padStart(2, '0')}`
-    ? `${year - 1}-${String(month).padStart(2, '0')}-${String(Math.min(parseInt(todayStr.slice(8)), pyDim)).padStart(2, '0')}`
-    : `${year - 1}-${String(month).padStart(2, '0')}-${String(pyDim).padStart(2, '0')}`
 
   const load = useCallback(async () => {
     setLoading(true); setError(null)
@@ -82,14 +88,21 @@ export default function Monthly() {
       setNetSales(salesRes.days.reduce((s, d) => s + d.net_sales, 0))
       setPySales(salesRes.days.reduce((s, d) => s + d.py_sales, 0))
 
-      const pyDeptList = pyActRes.departments.map(dep => ({
+      // PY MTD limit: cap at same day number as today (or month end for past months)
-        id:   dep.department_id,
+      const todayDay   = parseInt(todayStr.slice(8))
-        name: dep.department_name,
+      const pyMtdLimit = isCurrentMonth
-        cost: Object.values(dep.days).reduce((s, d) => s + d.cost, 0),
+        ? `${year - 1}-${String(month).padStart(2, '0')}-${String(Math.min(todayDay, pyDim)).padStart(2, '0')}`
-      })).filter(d => d.cost > 0).sort((a, b) => b.cost - a.cost)
+        : pyToStr
+      const pyDeptList = pyActRes.departments.map(dep => {
+        const mtdCost  = Object.entries(dep.days).filter(([d]) => d <= pyMtdLimit).reduce((s, [, v]) => s + v.cost, 0)
+        const fullCost = Object.values(dep.days).reduce((s, v) => s + v.cost, 0)
+        return { id: dep.department_id, name: dep.department_name, cost: mtdCost, costFull: fullCost }
+      }).filter(d => d.cost > 0 || d.costFull > 0).sort((a, b) => b.costFull - a.costFull)
       setPyDepts(pyDeptList)
-      const pyTotal = pyDeptList.reduce((s, d) => s + d.cost, 0)
+      const pyTotalMTD  = pyDeptList.reduce((s, d) => s + d.cost, 0)
-      setPyWages(pyTotal > 0 ? pyTotal : null)
+      const pyTotalFull = pyDeptList.reduce((s, d) => s + d.costFull, 0)
+      setPyWages(pyTotalMTD > 0 ? pyTotalMTD : null)
+      setPyWagesFull(pyTotalFull > 0 ? pyTotalFull : null)
 
       const bRow = budRes.budgets.find((b: WageBudget) => b.month === fromStr)
       setBudget(bRow ? bRow.budget_amount : null)
@@ -129,8 +142,11 @@ export default function Monthly() {
       for (let day = 1; day <= dim; day++) {
         const dateStr = `${monthStr}-${String(day).padStart(2, '0')}`
         if (dateStr <= todayStr) continue
+        // Only trust rota for current Mon–Sun week; beyond that use prior-week actuals
+        if (dateStr <= currentWeekEndStr) {
           const rota = getSchCost(dep.department_id, dateStr)
           if (rota != null) { forecastRem += rota; continue }
+        }
         const priorStr = fmt(addDays(new Date(dateStr + 'T00:00:00'), -7))
         const priorCost = dep.days[priorStr]?.cost
         if (priorCost != null) forecastRem += priorCost
@@ -178,7 +194,7 @@ export default function Monthly() {
         if (dateStr <= todayStr) {
           deptCost += srcDep?.days[dateStr]?.cost ?? 0
         } else {
-          const rota = getSchCost(dep.department_id, dateStr)
+          const rota = dateStr <= currentWeekEndStr ? getSchCost(dep.department_id, dateStr) : null
           if (rota != null) {
             deptCost += rota
           } else {
@@ -219,7 +235,11 @@ export default function Monthly() {
           <div className="summary-card">
             <div className="label">Forecast EOM</div>
             <div className="value">{fmtMoney(totalForecast)}</div>
-            <div className="sub">rota + prior-week actual</div>
+            <div className="sub">
+              {pyWagesFull != null
+                ? `PY ${fmtMoney(pyWagesFull)}${pyPct(totalForecast, pyWagesFull)}`
+                : 'rota + prior-week actual'}
+            </div>
           </div>
         )}
         <div className="summary-card">
@@ -228,10 +248,8 @@ export default function Monthly() {
         </div>
         <div className="summary-card">
           <div className="label">% Budget {isCurrentMonth ? '(Forecast)' : ''}</div>
-          <div className="value">
+          <div className="value" style={pctBudget != null ? { color: pctBudget <= 100 ? 'var(--app-primary)' : pctBudget <= 110 ? '#b45309' : '#dc2626' } : {}}>
-            {pctBudget != null
+            {pctBudget != null ? fmtDelta(pctBudget) : '—'}
-              ? <span className={`pct-badge ${pctClass(pctBudget)}`}>{fmtDelta(pctBudget)}</span>
-              : '—'}
           </div>
           {variance != null && (
             <div className={`sub ${variance > 0 ? 'variance-over' : 'variance-under'}`}>

frontend/src/pages/Settings.tsx

@@ -97,7 +97,7 @@ export default function SettingsPage() {
   }
 
   const handleBackfill = async () => {
-    if (!confirm('Start deep backfill? This will fetch ~13 months of Workforce data and may take a few minutes.')) return
+    if (!confirm('Start deep backfill? This will fetch ~25 months of Workforce data and may take several minutes.')) return
     setBackfillProg({ processed: 0, total: 1, current: '…' })
     setError(null)
 
@@ -240,7 +240,7 @@ export default function SettingsPage() {
           </button>
           <button className="btn btn-secondary" onClick={handleBackfill} disabled={syncing || backfillProg != null}>
             <Download size={14} strokeWidth={1.75} />
-            Deep Backfill (13 months)
+            Deep Backfill (25 months)
           </button>
           {backfillProg && (
             <button className="btn btn-secondary" onClick={handleCancelBackfill}>

frontend/src/pages/Weekly.tsx

@@ -197,10 +197,8 @@ export default function Weekly() {
         </div>
         <div className="summary-card">
           <div className="label">% vs Budget</div>
-          <div className="value">
+          <div className="value" style={pctBudget != null ? { color: pctBudget <= 100 ? 'var(--app-primary)' : pctBudget <= 110 ? '#b45309' : '#dc2626' } : {}}>
-            {pctBudget != null
+            {pctBudget != null ? fmtDelta(pctBudget) : '—'}
-              ? <span className={`pct-badge ${pctClass(pctBudget)}`}>{fmtDelta(pctBudget)}</span>
-              : '—'}
           </div>
         </div>
         <div className="summary-card">