Settlement clarity

.gitignore

@@ -39,3 +39,4 @@ yarn-error.log*
 # typescript
 *.tsbuildinfo
 next-env.d.ts
+.env.local

README.md

@@ -62,6 +62,19 @@ You'll see something like:
 
 ✓ Ready in 1.2s
 ```
+## AI Pre-Settlement Brief (API Key Required)
+
+The pre-settlement brief uses the Anthropic API. To enable it locally:
+
+1. Create a `.env.local` file in the project root
+2. Add your Anthropic API key:
+ANTHROPIC_API_KEY=your-key-here
+3. Restart the dev server
+
+Get a free API key at https://console.anthropic.com
+
+The brief will show "Brief unavailable" without a key — all other features (including the Vs deal calculator) work normally without it.
+
 
 ### 5. Open it in your browser
 

app/api/settlement-brief/route.ts

@@ -0,0 +1,23 @@
+import { NextRequest, NextResponse } from "next/server";
+
+export async function POST(req: NextRequest) {
+  const body = await req.json();
+  const { prompt } = body;
+
+  const response = await fetch("https://api.anthropic.com/v1/messages", {
+    method: "POST",
+    headers: {
+      "Content-Type": "application/json",
+      "x-api-key": process.env.ANTHROPIC_API_KEY ?? "",
+      "anthropic-version": "2023-06-01",
+    },
+    body: JSON.stringify({
+      model: "claude-sonnet-4-5",
+      max_tokens: 1000,
+      messages: [{ role: "user", content: prompt }],
+    }),
+  });
+
+  const data = await response.json();
+  return NextResponse.json(data);
+}

app/shows/[id]/PreSettlementBrief.tsx

@@ -0,0 +1,198 @@
+"use client";
+
+import { useEffect, useState } from "react";
+import { AlertTriangle, CheckCircle, Lightbulb, Loader2, ChevronDown, ChevronUp } from "lucide-react";
+
+interface BriefProps {
+  showId: string;
+  dealNotes: string;
+  dealType: string;
+  guaranteeAmount: number | null;
+  percentage: number | null;
+  expenseCap: number | null;
+  hospitalityCap: number | null;
+  totalExpenses: number;
+  showDate: string;
+  artistName: string;
+}
+
+interface BriefResult {
+  flags: { severity: "high" | "medium" | "low"; text: string }[];
+  expenseReadiness: { label: string; status: "ready" | "missing" | "warning"; note: string }[];
+  suggestedAction: string;
+  summary: string;
+}
+
+export function PreSettlementBrief(props: BriefProps) {
+  const [brief, setBrief] = useState<BriefResult | null>(null);
+  const [loading, setLoading] = useState(false);
+  const [expanded, setExpanded] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+
+  const showDate = new Date(props.showDate);
+  const now = new Date();
+  const daysUntilShow = Math.ceil((showDate.getTime() - now.getTime()) / (1000 * 60 * 60 * 24));
+  const isUpcoming = daysUntilShow > 0;
+
+  useEffect(() => {
+    if (!isUpcoming) return;
+    generateBrief();
+  }, []);
+
+  async function generateBrief() {
+    setLoading(true);
+    setError(null);
+    try {
+      const prompt = `You are an experienced music venue settlement analyst. Analyze this show deal and generate a pre-settlement brief for the booker.
+
+SHOW: ${props.artistName}
+DATE: ${props.showDate} (${daysUntilShow} days away)
+DEAL TYPE: ${props.dealType}
+GUARANTEE: ${props.guaranteeAmount ? "$" + props.guaranteeAmount.toLocaleString() : "none"}
+PERCENTAGE: ${props.percentage ? (props.percentage * 100).toFixed(0) + "%" : "none"}
+EXPENSE CAP: ${props.expenseCap ? "$" + props.expenseCap.toLocaleString() : "none stated"}
+HOSPITALITY CAP: ${props.hospitalityCap ? "$" + props.hospitalityCap.toLocaleString() : "none stated"}
+TOTAL EXPENSES SO FAR: $${props.totalExpenses.toLocaleString()}
+DEAL NOTES (free text): "${props.dealNotes}"
+
+Generate a JSON pre-settlement brief with this exact structure:
+{
+  "summary": "One sentence describing the deal and any notable complexity",
+  "flags": [
+    {"severity": "high|medium|low", "text": "specific issue to resolve before show night"}
+  ],
+  "expenseReadiness": [
+    {"label": "category name", "status": "ready|missing|warning", "note": "short explanation"}
+  ],
+  "suggestedAction": "Single most important thing Mariana should do TODAY to prevent a 2am dispute"
+}
+
+Focus on:
+- Ambiguous terms in the deal notes that could cause interpretation disputes
+- Expense caps that are at risk of being exceeded
+- Missing expense categories that typically appear for this deal type
+- Any terms referenced as "per deal memo" or "see email" that aren't captured in the system
+- The suggestedAction should be specific and actionable, not generic
+
+Return ONLY the JSON object, no other text.`;
+
+      const response = await fetch("/api/settlement-brief", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ prompt }),
+      });
+
+      const data = await response.json();
+      const text = data.content?.[0]?.text ?? "";
+      const clean = text.replace(/```json|```/g, "").trim();
+      const parsed: BriefResult = JSON.parse(clean);
+      setBrief(parsed);
+    } catch (e) {
+      setError("Brief unavailable — check deal notes manually.");
+    } finally {
+      setLoading(false);
+    }
+  }
+
+  if (!isUpcoming) return null;
+
+  const severityColor = {
+    high: "text-rose-700 bg-rose-50 ring-rose-200",
+    medium: "text-amber-700 bg-amber-50 ring-amber-200",
+    low: "text-blue-700 bg-blue-50 ring-blue-200",
+  };
+
+  const severityIcon = {
+    high: <AlertTriangle className="h-3.5 w-3.5 shrink-0 mt-0.5" />,
+    medium: <AlertTriangle className="h-3.5 w-3.5 shrink-0 mt-0.5" />,
+    low: <Lightbulb className="h-3.5 w-3.5 shrink-0 mt-0.5" />,
+  };
+
+  const statusColor = {
+    ready: "text-brand-700",
+    missing: "text-rose-600",
+    warning: "text-amber-600",
+  };
+
+  return (
+    <div className="mb-8 rounded-lg ring-1 ring-ink-200/60 bg-white overflow-hidden">
+      <div
+        className="flex items-center justify-between px-5 py-4 cursor-pointer hover:bg-canvas-soft transition-colors"
+        onClick={() => setExpanded(!expanded)}
+      >
+        <div className="flex items-center gap-2.5">
+          <div className="h-6 w-6 rounded-full bg-brand-700 flex items-center justify-center">
+            <Lightbulb className="h-3.5 w-3.5 text-white" />
+          </div>
+          <div>
+            <div className="text-[13px] font-semibold text-ink-900">Pre-settlement brief</div>
+            <div className="text-[11.5px] text-ink-400">
+              {loading ? "Analyzing deal notes..." : brief ? `${brief.flags.length} flag${brief.flags.length === 1 ? "" : "s"} · ${daysUntilShow} days to show` : `${daysUntilShow} days to show`}
+            </div>
+          </div>
+        </div>
+        {expanded ? <ChevronUp className="h-4 w-4 text-ink-400" /> : <ChevronDown className="h-4 w-4 text-ink-400" />}
+      </div>
+
+      {expanded && (
+        <div className="px-5 pb-5 border-t border-ink-100">
+          {loading && (
+            <div className="flex items-center gap-2 py-6 text-ink-400">
+              <Loader2 className="h-4 w-4 animate-spin" />
+              <span className="text-[13px]">Analyzing deal notes for settlement risks...</span>
+            </div>
+          )}
+
+          {error && (
+            <div className="text-[12.5px] text-ink-400 py-4">{error}</div>
+          )}
+
+          {brief && (
+            <div className="space-y-5 pt-4">
+              <p className="text-[13px] text-ink-600 leading-relaxed">{brief.summary}</p>
+
+              {brief.flags.length > 0 && (
+                <div>
+                  <div className="text-[10px] font-semibold text-ink-400 uppercase tracking-wider mb-2.5">Flags</div>
+                  <div className="space-y-2">
+                    {brief.flags.map((flag, i) => (
+                      <div key={i} className={`flex items-start gap-2 text-[12.5px] px-3 py-2.5 rounded-md ring-1 ${severityColor[flag.severity]}`}>
+                        {severityIcon[flag.severity]}
+                        <span>{flag.text}</span>
+                      </div>
+                    ))}
+                  </div>
+                </div>
+              )}
+
+              {brief.expenseReadiness.length > 0 && (
+                <div>
+                  <div className="text-[10px] font-semibold text-ink-400 uppercase tracking-wider mb-2.5">Expense readiness</div>
+                  <div className="space-y-1.5">
+                    {brief.expenseReadiness.map((item, i) => (
+                      <div key={i} className="flex items-start justify-between gap-3 text-[12.5px]">
+                        <div className="flex items-center gap-1.5">
+                          {item.status === "ready"
+                            ? <CheckCircle className="h-3.5 w-3.5 text-brand-600 shrink-0" />
+                            : <AlertTriangle className={`h-3.5 w-3.5 shrink-0 ${item.status === "missing" ? "text-rose-500" : "text-amber-500"}`} />
+                          }
+                          <span className="text-ink-700">{item.label}</span>
+                        </div>
+                        <span className={`text-right text-[11.5px] ${statusColor[item.status]}`}>{item.note}</span>
+                      </div>
+                    ))}
+                  </div>
+                </div>
+              )}
+
+              <div className="rounded-md bg-brand-50 ring-1 ring-brand-200/60 px-4 py-3">
+                <div className="text-[10px] font-semibold text-brand-700 uppercase tracking-wider mb-1">Suggested action</div>
+                <div className="text-[13px] text-ink-800 leading-relaxed">{brief.suggestedAction}</div>
+              </div>
+            </div>
+          )}
+        </div>
+      )}
+    </div>
+  );
+}

app/shows/[id]/page.tsx

@@ -26,6 +26,7 @@ import {
   relativeShowDate,
 } from "@/lib/format";
 import type { Bonus } from "@/db/schema";
+import { PreSettlementBrief } from "./PreSettlementBrief";
 
 const COMP_LABELS: Record<string, string> = {
   artist_gl: "Artist guest list",
@@ -139,6 +140,20 @@ export default async function ShowDetailPage({
       </div>
 
       <div className="px-12 pb-12">
+        {deal?.dealNotesFreetext && show.status === "advanced" && (
+          <PreSettlementBrief
+            showId={show.id}
+            dealNotes={deal.dealNotesFreetext}
+            dealType={deal.dealType}
+            guaranteeAmount={deal.guaranteeAmount ?? null}
+            percentage={deal.percentage ?? null}
+            expenseCap={deal.expenseCap ?? null}
+            hospitalityCap={deal.hospitalityCap ?? null}
+            totalExpenses={totalExpenses}
+            showDate={show.date}
+            artistName={artist?.name ?? "Unknown Artist"}
+          />
+        )}
         {show.internalNotes && (
           <div className="mb-8 mt-1 rounded-lg bg-amber-50/50 ring-1 ring-amber-200/60 p-5 flex gap-3">
             <AlertCircle className="h-4 w-4 text-amber-700 mt-0.5 shrink-0" />

lib/dealMath.ts

@@ -168,6 +168,89 @@ export function calculateSettlement(input: CalcInput): SettlementCalculation {
     };
   }
 
+  // ---------- vs deal (guarantee vs % of net) ----------
+  if (deal.dealType === "vs") {
+    if (deal.guaranteeAmount == null || deal.percentage == null) {
+      return {
+        supported: false,
+        reason: "Vs deal is missing a guarantee amount or percentage.",
+        dealType: deal.dealType,
+      };
+    }
+
+    const expenseCap = deal.expenseCap ?? totalExpenses;
+    const cappedExpenses = Math.min(totalExpenses, expenseCap);
+    const netAfterExpenses = netBoxOffice - cappedExpenses;
+    const percentagePayout = Math.max(0, netAfterExpenses) * deal.percentage;
+    const guarantee = deal.guaranteeAmount;
+    const vsWinner = percentagePayout >= guarantee ? "percentage" : "guarantee";
+    const basePayout = Math.max(guarantee, percentagePayout);
+
+    const bonusResult = applyBonuses(parseBonuses(deal), {
+      gross: grossBoxOffice,
+      tickets,
+      capacity: venueCapacity,
+    });
+
+    const steps: { label: string; value: number; note?: string }[] = [
+      {
+        label: "Gross box office",
+        value: grossBoxOffice,
+      },
+      {
+        label: "Less ticketing fees",
+        value: -totalFees,
+        note: "Platform and credit card fees deducted from gross.",
+      },
+      {
+        label: "Net box office",
+        value: netBoxOffice,
+      },
+      {
+        label: `Less expenses${deal.expenseCap != null ? ` (capped at $${deal.expenseCap.toLocaleString()})` : ""}`,
+        value: -cappedExpenses,
+        note: deal.expenseCap != null && totalExpenses > deal.expenseCap
+          ? `Actual expenses $${totalExpenses.toLocaleString()} — capped at $${deal.expenseCap.toLocaleString()}`
+          : undefined,
+      },
+      {
+        label: "Net after expenses",
+        value: netAfterExpenses,
+      },
+      {
+        label: `× ${(deal.percentage * 100).toFixed(0)}% of net`,
+        value: percentagePayout,
+        note: `Percentage payout = $${percentagePayout.toFixed(2)}`,
+      },
+      {
+        label: `Guarantee floor`,
+        value: guarantee,
+        note: `$${guarantee.toLocaleString()} guarantee vs $${percentagePayout.toFixed(2)} percentage — ${vsWinner === "percentage" ? "percentage wins" : "guarantee applies"}`,
+      },
+      ...bonusResult.applied.map((b) => ({
+        label: b.label,
+        value: b.amount,
+        note: b.reason,
+      })),
+    ];
+
+    const formulaParts = vsWinner === "percentage"
+      ? `${(deal.percentage * 100).toFixed(0)}% × net $${netAfterExpenses.toFixed(2)} = $${percentagePayout.toFixed(2)} (beats guarantee)`
+      : `guarantee $${guarantee.toLocaleString()} (percentage $${percentagePayout.toFixed(2)} didn't beat it)`;
+
+    return {
+      supported: true,
+      grossBoxOffice,
+      netBoxOffice,
+      totalExpenses,
+      totalToArtist: basePayout + bonusResult.totalApplied,
+      steps,
+      finalFormula: formulaParts,
+      bonusesApplied: bonusResult.applied,
+      bonusesNotTriggered: bonusResult.notTriggered,
+    };
+  }
+
   // ---------- everything else: not supported ----------
   const friendlyName: Record<Deal["dealType"], string> = {
     flat: "Flat guarantee",
@@ -185,7 +268,6 @@ export function calculateSettlement(input: CalcInput): SettlementCalculation {
       `Power users at venues like The Crescent default to spreadsheets for these.`,
   };
 }
-
 /** Evaluate a list of bonuses against the show's actual numbers. */
 function applyBonuses(
   bonuses: Bonus[],
@@ -241,10 +323,6 @@ function applyBonuses(
         });
       }
     } else if (b.type === "tier_ratchet") {
-      // Tier ratchets fundamentally change the percentage structure. The
-      // current engine only supports flat % of gross — we can't apply a
-      // ratcheting structure on top of it without knowing which deal type
-      // it's modifying. Report as not-applicable.
       notTriggered.push({
         label: b.label,
         amount: 0,