feat(shift): cash drawer balance carried across shifts + admin cash movements

New signed cash_movement event (admin-only): load/remove drawer float, signed +
attributed. ShiftService folds cash payments + movements by time into a drawer
balance; shift open auto-inherits the prior shift's expected closing drawer as its
opening float; the Z-report reports opening/taken/added/removed/expected (= next
shift's opening float). Card payments excluded (settle to bank). Routes: POST
/api/cash-movement, drawer in GET /api/shift/current. ShiftControl shows the live
drawer + admin load/remove form + Z-report drawer block. Wiki: shift.md.

apps/server/src/routes/shift.ts

@@ -1,11 +1,19 @@
 import type { FastifyInstance } from "fastify";
 import { requireRole } from "../auth.js";
 import {
+  InvalidCashMovementError,
   NoOpenShiftError,
   ShiftAlreadyOpenError,
   type ShiftService,
 } from "../shift-service.js";
 
+interface CashMovementBody {
+  /** Signed minor units: positive = load INTO drawer, negative = remove FROM drawer. */
+  amountMinor: number;
+  reason?: string;
+  currency?: string;
+}
+
 // Shift endpoints (manned mode). The operator is the logged-in user; a shift is
 // opened/closed explicitly (not time-based — see wiki/concepts/shift.md and
 // local-jwt-auth.md "until logout"). End Shift signs a shift_z_report + prints it.
@@ -15,12 +23,36 @@ export async function shiftRoutes(app: FastifyInstance, shift: ShiftService): Pr
   const guard = requireRole("admin", "operator", "cashier");
 
   // Is the current operator's shift open? (For the UI to show Start vs. End.)
+  // Also returns the live drawer balance so the UI can show what's in the till.
   app.get("/api/shift/current", { preHandler: guard }, async (req) => {
     const operator = req.user.username;
     const open = shift.openShiftFor(operator);
-    return { operator, open: open ? { startedAt: open.occurredAt } : null };
+    const drawer = shift.drawerBalance();
+    return {
+      operator,
+      open: open ? { startedAt: open.occurredAt } : null,
+      drawerMinor: drawer.balanceMinor,
+      currency: drawer.currency,
+    };
   });
 
+  // Admin loads/removes physical drawer cash (the float). Signed cash_movement
+  // event. ADMIN ONLY — an operator takes payments but cannot move the float.
+  // amountMinor is signed: + load IN, − remove OUT. See wiki/concepts/shift.md.
+  app.post<{ Body: CashMovementBody }>(
+    "/api/cash-movement",
+    { preHandler: requireRole("admin") },
+    async (req, reply) => {
+      const { amountMinor, reason, currency } = req.body ?? ({} as CashMovementBody);
+      try {
+        return await shift.recordCashMovement(req.user.username, amountMinor, reason ?? "", currency);
+      } catch (err) {
+        if (err instanceof InvalidCashMovementError) return reply.code(400).send({ error: err.message });
+        return reply.code(500).send({ error: (err as Error).message });
+      }
+    },
+  );
+
   app.post("/api/shift/open", { preHandler: guard }, async (req, reply) => {
     try {
       return await shift.open(req.user.username);

apps/server/src/shift-service.ts

@@ -31,9 +31,25 @@ export interface ShiftReport {
   readonly cardTotalMinor: number;
   readonly currency: string | null;
   readonly paymentCount: number;
+  // --- Drawer (physical cash till; carries across shifts) ---
+  /** Cash in the drawer at shift start = prior shift's expected closing drawer. */
+  readonly openingFloatMinor: number;
+  /** Admin cash LOADED into the drawer during the shift (sum of + movements). */
+  readonly cashAddedMinor: number;
+  /** Admin cash REMOVED from the drawer during the shift (sum of − movements, as +). */
+  readonly cashRemovedMinor: number;
+  /** Expected drawer at close = opening + cashTaken + added − removed. Carries forward. */
+  readonly expectedDrawerMinor: number;
   readonly printed: boolean;
 }
 
+export class InvalidCashMovementError extends Error {
+  constructor(msg: string) {
+    super(msg);
+    this.name = "InvalidCashMovementError";
+  }
+}
+
 export class ShiftService {
   readonly #db: Db;
   readonly #log: EventLog;
@@ -45,6 +61,12 @@ export class ShiftService {
     this.#logger = logger;
   }
 
+  /** Current physical drawer balance (cash payments + cash_movements, by time). For
+   *  the UI to show "inherited / in the drawer now". */
+  drawerBalance(): { balanceMinor: number; currency: string | null } {
+    return this.#drawerBalanceAt(new Date().toISOString());
+  }
+
   /** Is there an open shift for this operator? Returns the open `shift_open` row or null. */
   openShiftFor(operator: string) {
     // Scan shift events for this operator; the shift is open if the most recent
@@ -60,19 +82,87 @@ export class ShiftService {
     return last && last.type === "shift_open" ? last : null;
   }
 
-  /** Open a shift for the operator (explicit start). */
+  /**
-  async open(operator: string): Promise<{ startedAt: string }> {
+   * The physical drawer balance at `at`: a fold over the SIGNED chain BY TIME (not
+   * by operator — a cash_movement is the admin's, not the shift operator's). Cash
+   * payments add to the drawer; card payments never touch it; cash_movement amounts
+   * (signed: + load, − removal) adjust it. This is what carries across shifts.
+   */
+  #drawerBalanceAt(at: string): { balanceMinor: number; currency: string | null } {
+    const rows = this.#db
+      .select()
+      .from(ledgerEvents)
+      .orderBy(ledgerEvents.index)
+      .all()
+      .filter((r) => r.occurredAt <= at && (r.type === "payment" || r.type === "cash_movement"));
+    let balanceMinor = 0;
+    let currency: string | null = null;
+    for (const r of rows) {
+      const pl = (r.payload ?? {}) as LedgerPayload;
+      const amt = typeof pl.amountMinor === "number" ? pl.amountMinor : 0;
+      if (r.type === "payment") {
+        // Only CASH enters the till; card settles to the bank.
+        if (pl.tender !== "card") balanceMinor += amt;
+      } else {
+        // cash_movement amount is signed (+ load, − removal).
+        balanceMinor += amt;
+      }
+      if (pl.currency) currency = pl.currency;
+    }
+    return { balanceMinor, currency };
+  }
+
+  /**
+   * Record an admin cash movement (load/remove drawer float). `amountMinor` is
+   * signed: positive = cash loaded IN, negative = cash taken OUT. Signed +
+   * attributed. Admin-only is enforced at the route. Returns the new drawer balance.
+   */
+  async recordCashMovement(
+    operator: string,
+    amountMinor: number,
+    reason: string,
+    currency?: string,
+  ): Promise<{ amountMinor: number; balanceMinor: number }> {
+    if (!Number.isInteger(amountMinor) || amountMinor === 0) {
+      throw new InvalidCashMovementError("amountMinor must be a non-zero integer (minor units)");
+    }
+    const now = new Date().toISOString();
+    await this.#log.append({
+      type: "cash_movement",
+      source: "manual",
+      identity: operator, // who moved the cash (admin)
+      payload: {
+        amountMinor,
+        ...(reason ? { reason } : {}),
+        ...(currency ? { currency } : {}),
+        operator,
+      },
+      occurredAt: now,
+    });
+    const { balanceMinor } = this.#drawerBalanceAt(now);
+    this.#logger.info(
+      `cash_movement ${amountMinor >= 0 ? "+" : ""}${amountMinor} by ${operator} (${reason || "no reason"}) → drawer ${balanceMinor}`,
+    );
+    return { amountMinor, balanceMinor };
+  }
+
+  /** Open a shift for the operator (explicit start). The opening float is auto-
+   *  inherited from the chain = the drawer balance at the start instant. */
+  async open(operator: string): Promise<{ startedAt: string; openingFloatMinor: number }> {
     if (this.openShiftFor(operator)) throw new ShiftAlreadyOpenError(operator);
     const startedAt = new Date().toISOString();
+    const { balanceMinor: openingFloatMinor } = this.#drawerBalanceAt(startedAt);
     await this.#log.append({
       type: "shift_open",
       source: "manual",
       identity: operator, // the shift's operator; `identity` keys the shift to them
-      payload: { operator },
+      // Record the inherited opening float on the shift_open so it's reproducible
+      // and the next operator's handover figure is fixed in the chain.
+      payload: { operator, openingFloatMinor },
       occurredAt: startedAt,
     });
-    this.#logger.info(`shift opened for ${operator}`);
+    this.#logger.info(`shift opened for ${operator} (opening float ${openingFloatMinor})`);
-    return { startedAt };
+    return { startedAt, openingFloatMinor };
   }
 
   /** Close the operator's open shift: sum payments in the window, sign + print the Z-report. */
@@ -102,6 +192,50 @@ export class ShiftService {
       if (pl.currency) currency = pl.currency;
     }
 
+    // --- Drawer figures ---
+    // Opening float was fixed on shift_open (inherited from the chain at start);
+    // fall back to a fresh fold if an older shift_open lacks it.
+    const openPl = (open.payload ?? {}) as LedgerPayload & { openingFloatMinor?: number };
+    const openingFloatMinor =
+      typeof openPl.openingFloatMinor === "number"
+        ? openPl.openingFloatMinor
+        : this.#drawerBalanceAt(startedAt).balanceMinor;
+
+    // Cash movements within the shift window, split into added (+) and removed (−).
+    const movements = this.#db
+      .select()
+      .from(ledgerEvents)
+      .where(eq(ledgerEvents.type, "cash_movement"))
+      .all()
+      .filter((r) => r.occurredAt >= startedAt && r.occurredAt <= endedAt);
+    let cashAddedMinor = 0;
+    let cashRemovedMinor = 0;
+    for (const m of movements) {
+      const pl = (m.payload ?? {}) as LedgerPayload;
+      const amt = typeof pl.amountMinor === "number" ? pl.amountMinor : 0;
+      if (amt >= 0) cashAddedMinor += amt;
+      else cashRemovedMinor += -amt; // store as a positive magnitude
+      if (pl.currency) currency = pl.currency;
+    }
+
+    // Expected drawer at close = opening + cash taken + added − removed. This is the
+    // figure the NEXT shift inherits as its opening float.
+    const expectedDrawerMinor = openingFloatMinor + cashTotalMinor + cashAddedMinor - cashRemovedMinor;
+
+    const report: Omit<ShiftReport, "printed"> = {
+      operator,
+      startedAt,
+      endedAt,
+      cashTotalMinor,
+      cardTotalMinor,
+      currency,
+      paymentCount: payments.length,
+      openingFloatMinor,
+      cashAddedMinor,
+      cashRemovedMinor,
+      expectedDrawerMinor,
+    };
+
     await this.#log.append({
       type: "shift_z_report",
       source: "manual",
@@ -114,23 +248,20 @@ export class ShiftService {
         cardTotalMinor,
         currency: currency ?? undefined,
         paymentCount: payments.length,
+        openingFloatMinor,
+        cashAddedMinor,
+        cashRemovedMinor,
+        expectedDrawerMinor,
       },
     });
 
-    const printed = await this.#printZReport({
+    const printed = await this.#printZReport(report);
-      operator,
-      startedAt,
-      endedAt,
-      cashTotalMinor,
-      cardTotalMinor,
-      currency,
-      paymentCount: payments.length,
-    });
 
     this.#logger.info(
-      `shift closed for ${operator}: cash ${cashTotalMinor} card ${cardTotalMinor} (${payments.length} payments)`,
+      `shift closed for ${operator}: cash ${cashTotalMinor} card ${cardTotalMinor} (${payments.length} payments); ` +
+        `drawer open ${openingFloatMinor} +${cashAddedMinor} −${cashRemovedMinor} → expected ${expectedDrawerMinor}`,
     );
-    return { operator, startedAt, endedAt, cashTotalMinor, cardTotalMinor, currency, paymentCount: payments.length, printed };
+    return { ...report, printed };
   }
 
   /** Print the Z-report on a booth-receipt printer (best-effort; the signed event
@@ -151,6 +282,13 @@ export class ShiftService {
       `Payments: ${r.paymentCount}`,
       `Cash: ${money(r.cashTotalMinor)} ${cur}`,
       `Card: ${money(r.cardTotalMinor)} ${cur}`,
+      "",
+      "-- Drawer --",
+      `Opening float: ${money(r.openingFloatMinor)} ${cur}`,
+      `Cash taken:    ${money(r.cashTotalMinor)} ${cur}`,
+      `Cash added:    ${money(r.cashAddedMinor)} ${cur}`,
+      `Cash removed:  ${money(r.cashRemovedMinor)} ${cur}`,
+      `Expected drawer: ${money(r.expectedDrawerMinor)} ${cur}`,
     ];
     try {
       await printer.printReport({ title: "SHIFT Z-REPORT", lines });

apps/web/src/ShiftControl.tsx

@@ -1,25 +1,39 @@
 import { useEffect, useState } from "react";
-import { closeShift, fetchShift, openShift, type ShiftReport } from "./api.js";
+import { closeShift, fetchShift, openShift, recordCashMovement, type ShiftReport } from "./api.js";
 
 // Manned-mode shift control. Start/End are explicit (not time-based — see
 // wiki/concepts/shift.md). End Shift signs + prints a Z-report and shows the
-// totals. Available to cashier/operator/admin (readonly has no shift).
+// totals + the DRAWER picture (opening float carried from the prior shift, cash
+// taken/added/removed, expected drawer). Admins can load/remove drawer cash.
+// Available to cashier/operator/admin (readonly has no shift).
 
 const money = (m: number, cur: string | null) => `${(m / 100).toFixed(2)} ${cur ?? ""}`.trim();
 
-export function ShiftControl() {
+export function ShiftControl({ isAdmin = false }: { isAdmin?: boolean }) {
   const [startedAt, setStartedAt] = useState<string | null>(null);
+  const [drawerMinor, setDrawerMinor] = useState<number | null>(null);
+  const [currency, setCurrency] = useState<string | null>(null);
   const [busy, setBusy] = useState(false);
   const [report, setReport] = useState<ShiftReport | null>(null);
   const [err, setErr] = useState<string | null>(null);
 
-  useEffect(() => {
+  // Cash-movement form (admin only).
+  const [moveAmount, setMoveAmount] = useState("");
+  const [moveReason, setMoveReason] = useState("");
+  const [moveMsg, setMoveMsg] = useState<string | null>(null);
+
+  function refresh() {
     fetchShift()
-      .then((s) => setStartedAt(s.open?.startedAt ?? null))
+      .then((s) => {
+        setStartedAt(s.open?.startedAt ?? null);
+        setDrawerMinor(s.drawerMinor);
+        setCurrency(s.currency);
+      })
       .catch(() => {
         /* readonly / not permitted — hide control */
       });
-  }, []);
+  }
+  useEffect(refresh, []);
 
   async function start() {
     setBusy(true);
@@ -28,6 +42,7 @@ export function ShiftControl() {
     try {
       const { startedAt } = await openShift();
       setStartedAt(startedAt);
+      refresh();
     } catch (e) {
       setErr((e as Error).message);
     } finally {
@@ -41,6 +56,7 @@ export function ShiftControl() {
       const z = await closeShift();
       setReport(z);
       setStartedAt(null);
+      refresh();
     } catch (e) {
       setErr((e as Error).message);
     } finally {
@@ -48,6 +64,24 @@ export function ShiftControl() {
     }
   }
 
+  async function move(sign: 1 | -1) {
+    setMoveMsg(null);
+    const major = Number(moveAmount);
+    if (!Number.isFinite(major) || major <= 0) {
+      setMoveMsg("Enter a positive amount.");
+      return;
+    }
+    try {
+      const r = await recordCashMovement(sign * Math.round(major * 100), moveReason.trim());
+      setMoveAmount("");
+      setMoveReason("");
+      setMoveMsg(`Drawer now ${money(r.balanceMinor, currency)}.`);
+      refresh();
+    } catch (e) {
+      setMoveMsg((e as Error).message);
+    }
+  }
+
   return (
     <section style={{ marginTop: "1.5rem", padding: "0.75rem 1rem", border: "1px solid #ddd", borderRadius: 6, maxWidth: 460 }}>
       <strong>Shift:</strong>{" "}
@@ -66,14 +100,58 @@ export function ShiftControl() {
           </button>
         </>
       )}
+      {/* Live drawer balance (what's in the till right now / inherited). */}
+      {drawerMinor != null && (
+        <div style={{ marginTop: "0.5rem", color: "#555" }}>
+          Drawer: <strong>{money(drawerMinor, currency)}</strong>
+          {startedAt && <span style={{ color: "#888" }}> (opening float inherited from the prior shift)</span>}
+        </div>
+      )}
+
       {err && <p style={{ color: "crimson", margin: "0.5rem 0 0" }}>{err}</p>}
+
+      {/* Admin: load / remove physical drawer cash (signed cash_movement). */}
+      {isAdmin && (
+        <div style={{ marginTop: "0.6rem", paddingTop: "0.5rem", borderTop: "1px solid #eee" }}>
+          <div style={{ color: "#666", fontSize: "0.85rem", marginBottom: "0.35rem" }}>
+            Drawer cash (admin) — load or remove the float
+          </div>
+          <div style={{ display: "flex", gap: "0.4rem", alignItems: "center", flexWrap: "wrap" }}>
+            <input
+              value={moveAmount}
+              onChange={(e) => setMoveAmount(e.target.value)}
+              placeholder="amount"
+              inputMode="decimal"
+              style={{ width: 90 }}
+            />
+            <input
+              value={moveReason}
+              onChange={(e) => setMoveReason(e.target.value)}
+              placeholder="reason (e.g. opening float)"
+              style={{ flex: 1, minWidth: 140 }}
+            />
+            <button type="button" onClick={() => move(1)}>Load +</button>
+            <button type="button" onClick={() => move(-1)}>Remove −</button>
+          </div>
+          {moveMsg && <div style={{ marginTop: "0.35rem", color: "#555", fontSize: "0.85rem" }}>{moveMsg}</div>}
+        </div>
+      )}
+
       {report && (
         <div style={{ marginTop: "0.75rem", fontFamily: "ui-monospace, monospace", fontSize: "0.9em" }}>
           <div style={{ fontWeight: 600 }}>Z-REPORT — {report.operator}</div>
           <div>Payments: {report.paymentCount}</div>
           <div>Cash: {money(report.cashTotalMinor, report.currency)}</div>
           <div>Card: {money(report.cardTotalMinor, report.currency)}</div>
-          <div style={{ color: report.printed ? "#16a34a" : "#b45309" }}>
+          <div style={{ marginTop: "0.4rem", color: "#666" }}>— Drawer —</div>
+          <div>Opening float: {money(report.openingFloatMinor, report.currency)}</div>
+          <div>Cash taken: {money(report.cashTotalMinor, report.currency)}</div>
+          <div>Cash added: {money(report.cashAddedMinor, report.currency)}</div>
+          <div>Cash removed: {money(report.cashRemovedMinor, report.currency)}</div>
+          <div style={{ fontWeight: 600 }}>
+            Expected drawer: {money(report.expectedDrawerMinor, report.currency)}
+          </div>
+          <div style={{ color: report.printed ? "#16a34a" : "#b45309", marginTop: "0.3rem" }}>
             {report.printed ? "Printed to booth receipt." : "Recorded (no printer to print to)."}
           </div>
         </div>

packages/shared/src/index.ts

@@ -52,6 +52,10 @@ export type LedgerEventType =
   // with a takings summary (shift_z_report). See wiki/concepts/shift.md.
   | "shift_open"
   | "shift_z_report"
+  // Admin loads/removes physical drawer cash (the float). Signed payload:
+  // { amountMinor (signed: + load, − removal), reason, currency, operator }.
+  // Folds into the drawer balance carried across shifts. See wiki/concepts/shift.md.
+  | "cash_movement"
   | "anomaly";
 
 /** How money was tendered (for payment events + the shift Z-report). */

wiki/concepts/shift.md

@@ -70,6 +70,54 @@ no variance gate, no manager override.
   close totals correct + signed + printed → close-again 409 → re-open works; readonly 403;
   verifyChain ok.
 
+## Drawer balance — opening float, cash movements, carry-over (decided 2026-06-18)
+
+The Z-report's payment totals answer "how much did this shift *take*?" — but a manned booth also has a
+**physical cash drawer** that carries across shifts. The drawer is tracked as a running balance over
+the signed chain, so each shift knows what it **inherited** and what it should **hand over**.
+
+**The events:**
+- A new signed **`cash_movement`** event: the admin loads or removes drawer cash, `{ amountMinor
+  (signed: + load, − removal), reason, operator }`. **Admin-only** (an operator takes payments but
+  cannot move the float in/out). The opening-day load (+5000 ALL) and a mid-shift withdrawal (−5000)
+  are both `cash_movement` events.
+- The existing `payment` events already add cash to the drawer (cash tender only; card never touches
+  the drawer).
+
+**The math — drawer is a fold over the chain BY TIME, not by operator** (a `cash_movement` is the
+admin's, not the shift operator's, so it can't key off `identity`):
+
+```
+expectedDrawer(at) = Σ cash payments (tender=cash) up to `at`
+                   + Σ cash_movement amounts up to `at`
+```
+
+A shift's **opening float = expectedDrawer(shiftStart)** — i.e. everything that happened to the drawer
+before this shift's start mark. It is **auto-inherited from the chain** (no operator entry). The
+first shift ever opens at **0**; the admin's load makes it 5000.
+
+**The Z-report at close** reports the full drawer picture for the shift window `[start, end]`:
+`openingFloat`, `cashTakenMinor` (cash payments in-window), `cashAddedMinor` / `cashRemovedMinor`
+(movements in-window), and `expectedDrawerMinor = openingFloat + cashTaken + cashAdded − cashRemoved`.
+That `expectedDrawer` is exactly the **next** shift's opening float — the carry-over.
+
+**Worked example (the canonical scenario):**
+
+| Step | Event | Drawer |
+| --- | --- | --- |
+| Opening day | admin `cash_movement` +5000 | 5000 |
+| Shift 1 takes 6500 cash | payments | 11500 |
+| Shift 1 closes | Z: open 5000, took 6500, expected **11500** | 11500 |
+| Shift 2 opens | opening float = **11500** (inherited) | 11500 |
+| admin `cash_movement` −5000 | withdrawal | 6500 |
+| Shift 2 takes 4500 cash | payments | 11000 |
+| Shift 2 closes | Z: open 11500, took 4500, removed 5000, expected **11000** | 11000 |
+| Shift 3 opens | opening float = **11000** | … |
+
+Card payments are excluded from the drawer (they settle to the bank, not the till). The drawer figure
+is **expected**, not counted — the optional blind-count enhancement below would record the *variance*
+against it.
+
 ## Where the fraud control actually lives
 
 Deliberately **not** in a shift-close ceremony. Because every payment is a **signed event in the
@@ -86,6 +134,9 @@ reconciles the signed Z-report against the actual drawer and the bank/POS batch
 
 ## Open
 
+- **Drawer carry-over (decided 2026-06-18, building):** opening float auto-inherits the prior shift's
+  expected drawer; admin-only `cash_movement` events; Z-report reports the full drawer picture. See
+  the Drawer balance section above.
 - **Shift ↔ session boundary:** a vehicle may enter under one shift and pay under another — the
   Z-report sums by **payment time** (when cash/card was taken), which is the operator who handled
   the money. Confirm that's the intended accountability (vs. by entry).